KATHERINE DELMAR BURKE SCHOOL: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- KATHERINE DELMAR BURKE SCHOOL (EIN 94-1156256)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-10-06
- IRS object ID
- 202322799349300922
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-06T15:07:35-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941254756 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOOD & STRONG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 SO MARKET ST STE 200 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95113 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941156256 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATHERINE DELMAR BURKE SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KATH | BusinessNameControlTxt |
| Phone | 4157510177 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7070 CALIFORNIA STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94121 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA NEVILLE | PersonNm |
| Person Title | DIR OF FINANCE & OPERATIONS | PersonTitleTxt |
| Phone | 4157510177 | PhoneNum |
| Signature | 2023-10-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PATRICIA | PersonFirstNm |
| Person Last | NEVILLE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MAGA E KISRIEV | PreparerPersonNm |
| PTIN | P01008919 | PTIN |
| Phone | 4089988400 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PATRICIA NEVILLE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7070 CALIFORNIA STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $22,330,644 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BURKES.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1945 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | EDUCATIONAL SERVICES FOR GIRLS AND YOUNG WOMEN. | ActivityOrMissionDesc |
| Voting Members Governing Body | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 26 | VotingMembersIndependentCnt |
| Total Employee | 142 | TotalEmployeeCnt |
| Total Volunteers | 200 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,925,245 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,039,017 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $16,077,053 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $16,709,495 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,212,964 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,568,478 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | -$126,843 | CYOtherRevenueAmt |
| PY Total Revenue | $21,215,262 | PYTotalRevenueAmt |
| CY Total Revenue | $21,190,147 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,553,098 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,915,479 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $11,628,380 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $11,339,017 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,372,807 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,585,582 | PYOtherExpensesAmt |
| CY Other Expenses | $7,256,709 | CYOtherExpensesAmt |
| PY Total Expenses | $20,767,060 | PYTotalExpensesAmt |
| CY Total Expenses | $21,511,205 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $448,202 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$321,058 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $80,521,626 | TotalAssetsBOYAmt |
| Total Assets EOY | $73,701,974 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $22,638,729 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $21,940,394 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $57,882,897 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $51,761,580 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO EDUCATE, ENCOURAGE AND EMPOWER GIRLS. OUR SCHOOL COMBINES ACADEMIC EXCELLENCE WITH AN APPRECIATION FOR CHILDHOOD SO THAT STUDENTS THRIVE AS LEARNERS, DEVELOP A STRONG SENSE OF SELF, CONTRIBUTE TO COMMUNITY, AND FULFILL THEIR POTENTIAL, NOW AND THROUGHOUT LIFE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $16,027,912 | ExpenseAmt |
| Grant | $2,915,479 | GrantAmt |
| Revenue | $16,967,088 | RevenueAmt |
| Desc | EDUCATIONAL SERVICES FOR GIRLS AND YOUNG WOMEN IN KINDERGARTEN THROUGH EIGHTH GRADE. CURRENTLY, ENROLLED IN THE SCHOOL, GRADES KINDERGARTEN THROUGH EIGHTH, IS 402 STUDENTS. | Desc |
| Total Program Service Expenses | $16,027,912 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 84 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 142 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 26 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATRICIA NEVILLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4157510177 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7070 CALIFORNIA STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94121 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (36 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JORDON SCOTT | ||||||||
| PRESIDENT | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LEITH BROOKS BARRY | ||||||||
| VICE-PRESIDENT | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| VICKY PRADHAN | ||||||||
| SECRETARY | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LINDA CHONG | ||||||||
| TREASURER | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOHANNA CALABRIA | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JONATHAN FELDMAN | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| RACHEL SKIFFER | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| CLARA ABECASSIS | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHANIE BAILEY | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| MAX BOYER GLYNN | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| RAHUL CHANDARANA | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERTO DERIZANS | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| KIMBERLY FULLERTON | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| BENICIA GANTNER | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES GUTIERREZ | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| MELISSA MA | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| STAR MOORE | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| MUHAMMED NADHIRI | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| DAWN ROSENBERG | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| TOD SACERDOTI | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| GABE SANTOS | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| CATARINA SCHWAB | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| YVO SMIT | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHANIE WITHERS | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| EZRA PERLMAN | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| LISA HARADA | ||||||||
| PRESIDENT ALUM. ASSN. | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHELE WILLIAMS | ||||||||
| HEAD OF SCHOOL | 40.00 | Yes (X) | $624,664 | $0 | $35,942 | |||
| PATRICIA NEVILLE | ||||||||
| DIRECTOR OF FINANCE & OPERATIONS | 40.00 | Yes (X) | $234,790 | $0 | $24,341 | |||
| ALICE MOORE | ||||||||
| DIRECTOR OF LOWER SCHOOL | 40.00 | $229,500 | $0 | $26,127 | Yes (X) | |||
| YUKIKO MEADOWS | ||||||||
| DIRECTOR OF ADVANCEMENT | 40.00 | $204,000 | $0 | $21,975 | Yes (X) | |||
| SHEENA TART-ZELVIN | ||||||||
| DIRECTOR OF UPPER SCHOOL | 40.00 | $178,398 | $0 | $16,729 | Yes (X) | |||
| NATALIE MAST | ||||||||
| DIRECTOR OF ADMISSIONS | 40.00 | $158,110 | $0 | $17,051 | Yes (X) | |||
| RENITA LIVOLSI | ||||||||
| DIRECTOR OF DIVERSITY AND INCLUSION | 40.00 | $153,000 | $0 | $19,207 | Yes (X) | |||
| FRANCES YANG | ||||||||
| DIRECTOR OF CURRICULUM AND INNOV. | 40.00 | $146,280 | $0 | $15,982 | Yes (X) | |||
| ANTHONY SABEDRA | ||||||||
| INSTRUCTOR | 40.00 | $140,737 | $0 | $22,476 | Yes (X) | |||
| TAMMI ABAD | ||||||||
| INSTRUCTOR | 40.00 | $148,730 | $0 | $18,515 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,218,209 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $218,345 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 50 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ACRE GOURMET INC | |||||
| PO BOX 29116 | SAN FRANCISCO | CA | 94129 | FOOD SERVICES | $889,673 |
| HINES BUILDING MANAGEMENT | |||||
| 91 LOST LAKE LANE | CAMPBELL | CA | 95008 | BUILDING MAINTENANCE | $721,126 |
| MHG INC | |||||
| 91 LOST LAKE LANE | CAMPBELL | CA | 95008 | SECURITY OFFICE SERVICES | $384,065 |
| PLANT CONSTRUCTION COMPANY LP | |||||
| 300 NEWHALL STREET | SAN FRANCISCO | CA | 94124 | CONSTRUCTION SERVICES | $261,375 |
| COOKE AND ASSOCIATES INC | |||||
| 4101F DUBLIN BLVD 337 | DUBLIN | CA | 94568 | SECURITY OFFICE SERVICES | $157,700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $292,468 | FundraisingAmt |
| All Other Contributions | $2,746,549 | AllOtherContributionsAmt |
| Noncash Contributions | $222,128 | NoncashContributionsAmt |
| Total Contributions | $3,039,017 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION & FEES | 611600 | $16,334,008 | $16,334,008 |
| AUXILIARY PROGRAM REVENUE | 611600 | $375,487 | $375,487 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $16,709,495 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,118,365 | TotalRevenueColumnAmt |
| Exclusion | $1,118,365 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,427,792 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $977,679 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $450,113 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $450,113 | TotalRevenueColumnAmt |
| Exclusion | $450,113 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $35,975 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $292,468 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $162,818 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$126,843 | TotalRevenueColumnAmt |
| Exclusion | -$126,843 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,190,147 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,709,495 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,441,635 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,915,479 | TotalAmt |
| Program Services | $2,915,479 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,582,864 | TotalAmt |
| Program Services | $597,089 | ProgramServicesAmt |
| Management And General | $651,368 | ManagementAndGeneralAmt |
| Fundraising | $334,407 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,863,769 | TotalAmt |
| Program Services | $6,500,838 | ProgramServicesAmt |
| Management And General | $1,052,242 | ManagementAndGeneralAmt |
| Fundraising | $310,689 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $373,561 | TotalAmt |
| Program Services | $278,562 | ProgramServicesAmt |
| Management And General | $68,907 | ManagementAndGeneralAmt |
| Fundraising | $26,092 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,196,569 | TotalAmt |
| Program Services | $892,273 | ProgramServicesAmt |
| Management And General | $220,718 | ManagementAndGeneralAmt |
| Fundraising | $83,578 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $322,254 | TotalAmt |
| Program Services | $223,110 | ProgramServicesAmt |
| Management And General | $78,246 | ManagementAndGeneralAmt |
| Fundraising | $20,898 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,318 | TotalAmt |
| Management And General | $60,318 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,412 | TotalAmt |
| Management And General | $139,412 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $347,279 | TotalAmt |
| Management And General | $347,279 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $555,616 | TotalAmt |
| Program Services | $322,357 | ProgramServicesAmt |
| Management And General | $220,341 | ManagementAndGeneralAmt |
| Fundraising | $12,918 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $159,804 | TotalAmt |
| Program Services | $84,941 | ProgramServicesAmt |
| Management And General | $66,907 | ManagementAndGeneralAmt |
| Fundraising | $7,956 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $273,056 | TotalAmt |
| Program Services | $230,316 | ProgramServicesAmt |
| Management And General | $31,001 | ManagementAndGeneralAmt |
| Fundraising | $11,739 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,891,018 | TotalAmt |
| Program Services | $1,410,118 | ProgramServicesAmt |
| Management And General | $348,816 | ManagementAndGeneralAmt |
| Fundraising | $132,084 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $227,678 | TotalAmt |
| Program Services | $103,636 | ProgramServicesAmt |
| Management And General | $119,295 | ManagementAndGeneralAmt |
| Fundraising | $4,747 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,599 | TotalAmt |
| Management And General | $153,599 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,183,859 | TotalAmt |
| Program Services | $882,795 | ProgramServicesAmt |
| Management And General | $218,374 | ManagementAndGeneralAmt |
| Fundraising | $82,690 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $180,213 | TotalAmt |
| Program Services | $923 | ProgramServicesAmt |
| Management And General | $179,290 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FOOD AND SNACKS | $989,701 | $765,766 | $147,978 | $75,957 |
| STUDENT ACTIVITIES | $181,340 | $181,340 | ||
| CHILDCARE & AFTERSCHOOL | $165,317 | $165,317 | ||
| CURRICULUM MATERIALS | $118,450 | $118,450 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $630,049 | TotalAmt |
| Program Services | $354,602 | ProgramServicesAmt |
| Management And General | $6,395 | ManagementAndGeneralAmt |
| Fundraising | $269,052 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,511,205 | TotalAmt |
| Program Services | $16,027,912 | ProgramServicesAmt |
| Management And General | $4,110,486 | ManagementAndGeneralAmt |
| Fundraising | $1,372,807 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,374,992 | BOYAmt |
| EOY | $6,291,406 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,761,302 | BOYAmt |
| EOY | $1,728,580 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $554,936 | BOYAmt |
| EOY | $493,562 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,476,489 | BOYAmt |
| EOY | $7,059,920 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $149,190 | BOYAmt |
| EOY | $109,807 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $43,760,899 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $17,534,262 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,281,778 | BOYAmt |
| EOY | $26,226,637 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,293,029 | BOYAmt |
| EOY | $25,448,147 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,629,910 | BOYAmt |
| EOY | $6,343,915 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,521,626 | BOYAmt |
| EOY | $73,701,974 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,216,585 | BOYAmt |
| EOY | $1,675,879 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,272,248 | BOYAmt |
| EOY | $14,291,342 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,149,896 | BOYAmt |
| EOY | $5,973,173 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,638,729 | BOYAmt |
| EOY | $21,940,394 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,975,426 | BOYAmt |
| EOY | $41,208,228 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,907,471 | BOYAmt |
| EOY | $10,553,352 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,882,897 | BOYAmt |
| EOY | $51,761,580 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,521,626 | BOYAmt |
| EOY | $73,701,974 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$321,058 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$5,800,259 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,520,873 | BeginningYearBalanceAmt |
| Contributions | $321,957 | ContributionsAmt |
| Investment Earnings Or Losses | -$4,383,950 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $633,655 | OtherExpendituresAmt |
| End Year Balance | $22,825,225 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,815,996 | BeginningYearBalanceAmt |
| Contributions | $325,443 | ContributionsAmt |
| Investment Earnings Or Losses | $6,209,434 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $830,000 | OtherExpendituresAmt |
| End Year Balance | $27,520,873 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,906,078 | BeginningYearBalanceAmt |
| Contributions | $1,265,622 | ContributionsAmt |
| Investment Earnings Or Losses | $417,296 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $773,000 | OtherExpendituresAmt |
| End Year Balance | $21,815,996 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,235,431 | BeginningYearBalanceAmt |
| Contributions | $1,338,934 | ContributionsAmt |
| Investment Earnings Or Losses | $1,021,713 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $690,000 | OtherExpendituresAmt |
| End Year Balance | $20,906,078 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,382,037 | BeginningYearBalanceAmt |
| Contributions | $2,221,795 | ContributionsAmt |
| Investment Earnings Or Losses | $1,131,599 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $500,000 | OtherExpendituresAmt |
| End Year Balance | $19,235,431 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.70682 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.29318 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,443,556 | OtherCostOrOtherBasisAmt |
| Book Value | $1,443,556 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $39,356,791 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,963,850 | DepreciationAmt |
| Book Value | $24,392,941 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,527,392 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,273,620 | DepreciationAmt |
| Book Value | $253,772 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $433,160 | OtherCostOrOtherBasisAmt |
| Depreciation | $296,792 | DepreciationAmt |
| Book Value | $136,368 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $26,226,637 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (6 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CANYON VALUE REALIZATION FUND LTD. | $605,075 | F |
| TACONIC OPPORTUNITY OFFSHORE FUND, LTD. | $641,004 | F |
| THIRD POINT OFFSHORE FUND, LTD. | $699,442 | F |
| PAMF SPECIAL INVESTMENTS, LTD. | $787 | F |
| BLACKSTONE PARTNERS OFFSHORE FUND LTD. | $1,948,317 | F |
| CCI CORE BOND FUND | $2,449,290 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $6,343,915 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $12,272,890 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$5,800,259 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$2,967,133 | OtherRevenueAmt |
| Revenue Not Reported | -$8,767,392 | RevenueNotReportedAmt |
| Revenue Subtotal | $21,040,282 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $149,865 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $149,865 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $21,190,147 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $18,394,207 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $18,394,207 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $149,865 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $2,967,133 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $3,116,998 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $21,511,205 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE SCHOOL INTENDS TO USE ITS ENDOWMENT EARNINGS TO SUPPORT ITS PROGRAMS. BURKE'S STRATEGI C PLAN, AVAILABLE ON ITS WEB SITE, AS ITS FIRST GOAL STATES: "BURKE'S WILL BUILD AN INNOVATIVE AND TRANSFORMATIVE EDUCATIONAL ENVIRONMENT SO THAT STUDENTS THRIVE AS LEARNERS, DEVELOP A STRONG SENSE OF SELF, CONTRIBUTE TO COMMUNITY AND FULFILL THEIR POTENTIAL." IT CONTINUES: "BURKE'S WILL ENHANCE SOCIAL/EMOTIONAL, MULTICULTURAL AND SERVICE-LEARNING CURRICULUMS THAT CELEBRATE AND DEVELOP EACH GIRL'S SENSE OF SELF AND PLACE IN THE BURKE'S COMMUNITY AND IN THE WORLD BEYOND THE GATES OF THE SCHOOL. BURKE'S WILL CREATE A DIVERSITY TASK FORCE TO RESEARCH AND DEVELOP A THREE-PRONGED APPROACH OF RECRUITMENT, ENROLLMENT, AND INCLUSION TO ENSURE THAT THE SCHOOL CONTINUES TO REFLECT THE RICH DIVERSITY OF THE BAY AREA IN THE STUDENT BODY, FACULTY AND STAFF." |
| PART X, LINE 2: | THE SCHOOL IS A TAX-EXEMPT ORGANIZATION UNDER INTERNAL REVENUE SERVICE CODE SECTION 501(C)(3) AND THE CALIFORNIA REVENUE AND TAXATION CODE. MANAGEMENT EVALUATED THE SCHOOL'S TAX POSITIONS AND CONCLUDED THAT THE SCHOOL HAD MAINTAINED ITS TAX-EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRED ADJUSTMENT TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FINANCIAL ASSISTANCE RECLASSIFIED TO EXPENSES -2,915,479. PARENTS ASSOCIATION EXPENSES -51,654. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL ASSISTANCE RECLASSIFIED TO EXPENSES 2,915,479. PARENTS ASSOCIATION EXPENSES 51,654. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | 0 | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE NON-DISCRIMINATORY NOTICE IS PUBLISHED ON THE SCHOOL'S WEBSITE. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | FESTIVAL | Event1Nm |
| Gross Receipts Event1 | $98,430 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $98,430 | CharitableContriEvent1Amt |
| Rent Facility Costs Event1 | $48,934 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $56,400 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $23,051 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $119 | OtherDirectExpensesEvent1Amt |
| Event2 | BENEFIT AUCTION | Event2Nm |
| Gross Receipts Event2 | $230,013 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $194,038 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $35,975 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $3,602 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $8,674 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $5,326 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $8,350 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $8,362 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $328,443 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $292,468 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $35,975 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $3,602 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $57,608 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $61,726 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $31,401 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $8,481 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $162,818 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$126,843 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FINANCIAL ASSISTANCE | GrantTypeTxt |
| Recipient | 101 | RecipientCnt |
| Cash Grant | $2,915,479 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | KATHERINE DELMAR BURKE SCHOOL OFFERS NEED-BASED FINANCIAL ASSISTANCE. NEED-BASED FINANCIAL ASSISTANCE IS THE DIFFERENCE BETWEEN A FAMILY'S RESOURCES AND THE COST OF A STUDENT'S EDUCATIONAL EXPENSES. BURKE'S AND OTHER INDEPENDENT SCHOOLS USE THE PARENTS' FINANCIAL STATEMENT (PFS) FROM THE TADS (TUITION AID DATA SERVICES) TO PERFORM A STANDARDIZED CALCULATION TO DETERMINE NEED. RECORDS ARE MAINTAINED ON ALL FINANCIAL ASSISTANCE APPLICATIONS AND FUNDS AWARDED TO STUDENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | 0 | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MICHELE WILLIAMS | ||||||||||||||
| HEAD OF SCHOOL | $330,000 | $0 | $0 | $0 | $294,664 | $0 | $15,250 | $0 | $20,692 | $0 | $660,606 | $0 | $33,839 | $0 |
| PATRICIA NEVILLE | ||||||||||||||
| DIRECTOR OF FINANCE & OPERATIONS | $234,790 | $0 | $0 | $0 | $0 | $0 | $11,740 | $0 | $12,601 | $0 | $259,131 | $0 | $0 | $0 |
| ALICE MOORE | ||||||||||||||
| DIRECTOR OF LOWER SCHOOL | $229,500 | $0 | $0 | $0 | $0 | $0 | $11,475 | $0 | $14,652 | $0 | $255,627 | $0 | $0 | $0 |
| YUKIKO MEADOWS | ||||||||||||||
| DIRECTOR OF ADVANCEMENT | $204,000 | $0 | $0 | $0 | $0 | $0 | $10,200 | $0 | $11,775 | $0 | $225,975 | $0 | $0 | $0 |
| SHEENA TART-ZELVIN | ||||||||||||||
| DIRECTOR OF UPPER SCHOOL | $178,398 | $0 | $0 | $0 | $0 | $0 | $8,920 | $0 | $7,809 | $0 | $195,127 | $0 | $0 | $0 |
| NATALIE MAST | ||||||||||||||
| DIRECTOR OF ADMISSIONS | $158,110 | $0 | $0 | $0 | $0 | $0 | $7,906 | $0 | $9,145 | $0 | $175,161 | $0 | $0 | $0 |
| RENITA LIVOLSI | ||||||||||||||
| DIRECTOR OF DIVERSITY AND INCLUSION | $153,000 | $0 | $0 | $0 | $0 | $0 | $7,650 | $0 | $11,557 | $0 | $172,207 | $0 | $0 | $0 |
| TAMMI ABAD | ||||||||||||||
| INSTRUCTOR | $148,730 | $0 | $0 | $0 | $0 | $0 | $7,436 | $0 | $11,079 | $0 | $167,245 | $0 | $0 | $0 |
| ANTHONY SABEDRA | ||||||||||||||
| INSTRUCTOR | $140,737 | $0 | $0 | $0 | $0 | $0 | $6,788 | $0 | $15,688 | $0 | $163,213 | $0 | $0 | $0 |
| FRANCES YANG | ||||||||||||||
| DIRECTOR OF CURRICULUM AND INNOV. | $146,280 | $0 | $0 | $0 | $0 | $0 | $2,860 | $0 | $13,122 | $0 | $162,262 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | THE SCHOOL HAS A HOUSE SPECIFICALLY FOR THE PURPOSE OF PROVIDING HOUSING FOR THE HEAD OF SCHOOL. THE HEAD OF SCHOOL IS REQUIRED TO USE THIS HOUSE FOR ENTERTAINING BOARD MEMBERS, EMPLOYEES, ALUMNI, AND DONORS OF THE SCHOOL. HER PERSONAL USE OF THE PROPERTY IS REPORTED AS TAXABLE INCOME EACH YEAR BASED ON AN ANNUAL ASSESSMENT OF THE PROPERTY'S FAIR MARKET VALUE. THE HEAD OF SCHOOL HAS AN EMPLOYMENT CONTRACT WHICH PROVIDES FOR GROSSED-UP TUITION REIMBURSEMENT PAYMENTS AND A RESIDENCE FOR PERSONAL USE. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 352273601 | BondIssuerEIN |
| CUSIP | 13067RBD4 | CUSIPNum |
| Bond Issued | 2010-11-17 | BondIssuedDt |
| Issue Price | $10,185,000 | IssuePriceAmt |
| Purpose | REFINANCE | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $4,015,791 | RetiredAmt |
| Total Proceeds | $10,118,798 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $118,798 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $10,000,000 | OtherSpentProceedsAmt |
| Substantial Completion | 2010 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | Yes (1) | Form8038TFiledInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (1) | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JPMORGAN CHASE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 27.000000000000 | TermOfHedgePct |
| Superintegrated Hedge | 0 | SuperintegratedHedgeInd |
| Hedge Terminated | Yes (1) | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (2 entries)
| Cash GrantCashGrantAmt | Type Of AssistanceTypeOfAssistanceTxt | Assistance PurposeAssistancePurposeTxt |
|---|---|---|
| $32,431 | TUITION ASSISTANCE | FINANCIAL AID |
| $28,584 | TUITION ASSISTANCE | FINANCIAL AID |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $222,128 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER REFLECTS THE NUMBER OF ITEMS CONTRIBUTED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE DIRECTOR OF FINANCE AND OPERATIONS AND THE CONTROLLER FOWARD A COMPLETE COPY OF THE FORM 990 TO THE TREASURER OF THE BOARD OF TRUSTEES AND THE HEAD OF SCHOOL FOR THEIR REVIEW PRIOR TO FILING. ANY QUESTIONS ARE ADDRESSED BY THE DIRECTOR OF FINANCE AND OPERATIONS, CONTROLLER, AND/OR THE ACCOUNTING FIRM. QUESTION 11A OF PART VI IS MARKED "NO". THE FORM 990 REVIEWED AND APPROVED BY EACH BOARD MEMBER DURING THE ANNUAL PROCESS DID NOT HAVE THE SCHEDULE B DUE TO THE SENSITIVITY OF THE INFORMATION ON THE SCHEDULE. |
| FORM 990, PART VI, SECTION B, LINE 12C | COMPLIANCE WITH THE SCHOOL'S CONFILICT OF INTEREST POLICY IS MONITORED AND REVIEWED BY THE BOARD OF TRUSTEES. POLICY IS APPLIED TO ALL TRUSTEES AND EMPLOYEES. EACH VOTING MEMBER OF THE BOARD OF TRUSTEES COMPLETES AN ANNUAL CONFLICT OF INTEREST DISCLOSURE. CONFLICTS ARE DISCUSSED WITH THE COMMITTEE CHAIR OR EXECUTIVE COMMITTEE. CONFLICTS ARISING FROM DISCLOSURE REQUIREMENTS ARE DOCUMENTED ON THE DISCLOSURE FORM. INDIVIDUALS WITH CONFLICTS ARE RECUSED FROM VOTING. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION TO THE HEAD OF SCHOOL AND OTHER KEY MANAGEMENT EMPLOYEES IS BENCHMARKED TO OTHER K-8 INDEPENDENT SCHOOLS OF SIMILAR SIZE IN THE SAN FRANCISCO BAY AREA. DATA IS USED FROM THREE SOURCES: (1) FEDERAL FORM 990 (2) STATISTICS FROM NAIS (NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS) (3) STATISTICS FROM ISBOA (INDEPENDENT SCHOOLS BUSINESS OFFICERS ASSOCIATION). THE BOARD PERFORMS A FORMAL ASSESSMENT OF THE HEAD'S PERFORMANCE ANNUALLY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE SCHOOL MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FORM 990 (PUBLIC VERSION) AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF TIME SET FORTH IN SEC 6104(D). |
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