BERKELEY HALL SCHOOL FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BERKELEY HALL SCHOOL FOUNDATION (EIN 95-1683864)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-02
- IRS object ID
- 202531229349302518
- Schema version
- 2023v6.0
- 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 L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-02T16:16:37-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 473535842 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVIS FARR LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18201 VON KARMAN AVE SUITE 1100 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951683864 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERKELEY HALL SCHOOL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BERK | BusinessNameControlTxt |
| Phone | 3104766421 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16000 MULHOLLAND DRIVE | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90049 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR SARAH COLMARIE | PersonNm |
| Person Title | HEAD OF SCHOOL | PersonTitleTxt |
| Phone | 3104766421 | PhoneNum |
| Signature | 2025-04-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRITIA FOSTER | PreparerPersonNm |
| PTIN | P02164134 | PTIN |
| Phone | 9494742020 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DR SARAH COLMAIRE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16000 MULHOLLAND DRIVE | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90049 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $14,042,741 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BERKELEYHALL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1911 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | BERKELEY HALL SCHOOL PROVIDES A WELL-ROUNDED EDUCATION TO CHILDREN FROM DIVERSE BACKGROUNDS FROM THREE YEARS OLD THROUGH 8TH GRADE, STRESSING ACADEMICS,ATHLETICS, ARTS, SOCIAL DEVELOPMENT, LEADERSHIP, AND RESPONSIBLE CITIZENSHIP. THE 5-YEAR AVERAGE ENROLLMENT OF THE SCHOOL IS APPROXIMATELY 230 STUDENTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 112 | TotalEmployeeCnt |
| Total Volunteers | 338 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,766,220 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,391,411 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,314,411 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $8,938,404 | CYProgramServiceRevenueAmt |
| PY Investment Income | $294,682 | PYInvestmentIncomeAmt |
| CY Investment Income | $928,616 | CYInvestmentIncomeAmt |
| PY Other Revenue | $244,297 | PYOtherRevenueAmt |
| CY Other Revenue | $222,172 | CYOtherRevenueAmt |
| PY Total Revenue | $11,619,610 | PYTotalRevenueAmt |
| CY Total Revenue | $12,480,603 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,625,078 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,549,378 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,150,897 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,200,454 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $624,914 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,771,763 | PYOtherExpensesAmt |
| CY Other Expenses | $3,942,989 | CYOtherExpensesAmt |
| PY Total Expenses | $12,547,738 | PYTotalExpensesAmt |
| CY Total Expenses | $11,692,821 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$928,128 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $787,782 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $26,966,112 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,160,424 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,009,367 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,564,209 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $20,956,745 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $23,596,215 | NetAssetsOrFundBalancesEOYAmt |
| Mission | OUR MISSION IS TO "EMPOWER CHILDREN TO FULFILL THEIR UNLIMITED, GOD-GIVEN POTENTIAL AS FEARLESS SCHOLARS AND CONSCIENTIOUS CITIZENS." | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,985,234 | ExpenseAmt |
| Grant | $1,549,378 | GrantAmt |
| Revenue | $8,938,404 | RevenueAmt |
| Desc | FOUNDED IN 1911, BERKELEY HALL IS A NURSERY-8TH GRADE INDEPENDENT SCHOOL IN LOS ANGELES, CA. THE AVERAGE CLASS SIZE IS 15 STUDENTS AND THE STUDENT TO TEACHER RATIO IS 8:1. THE SCHOOL HAS ACCREDITATIONS FROM CAIS (CALIFORNIA ASSOCIATION OF INDEPENDENT SCHOOLS), AND WASC (WESTERN ASSOCIATION OF SCHOOLS AND COLLEGES). TUITION ASSISTANCE IS NEED-BASED. | Desc |
| Total Program Service Expenses | $7,985,234 | 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 | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | 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 | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | 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 | 24 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 112 | 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 | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| 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 | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | 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 | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | 0 | 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 | ELISE YEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3104766421 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16000 MULHOLLAND DRIVE | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90049 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| DARRIN KENNEDY | |||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DEBBIE SIMMONS | |||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CHRIS LINDGREN | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARGARET ANDREWS | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RICK LARSON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RON KRISEL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BETTINA DUVAL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID CARTER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NIKKI GAMRATH | |||||||
| HEAD OF SCHOOL THROUGH 6/16/23 | 45.00 | Yes (X) | $158,557 | $0 | $11,305 | ||
| DOUGLAS GIBBS | |||||||
| CHIEF FINANCIAL OFFICER | 45.00 | Yes (X) | $178,168 | $0 | $12,486 | ||
| SARAH COLMAIRE | |||||||
| INTERIM HEAD OF SCHOOL | 45.00 | Yes (X) | $225,500 | $0 | $16,204 | ||
| JOHN F ABDELNOUR | |||||||
| ADVANCEMENT - DIRECTOR | 45.00 | $146,776 | $0 | $16,160 | Yes (X) | ||
| BARBARA N DENISI | |||||||
| TEACHER - KINDERGARTEN LEA | 45.00 | $114,682 | $0 | $8,391 | Yes (X) | ||
| KENDALL SHOEMAKE | |||||||
| ASSISTANT HEAD OF SCHOOL | 45.00 | $113,286 | $0 | $10,359 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $936,969 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $74,905 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| KNOWING TECHNOLOGIES | |||||
| 660 PRICE AVE SUITE C | REDWOOD CITY | CA | 94063 | WIFI REPLACEMENT/EXPANSION, TECH SUPPORT | $421,859 |
| AP ROOFING GROUP INC | |||||
| 5632 VAN NUYS BLVD 231 | VAN NUYS | CA | 91401 | CONSTRUCTION - ROOFS | $405,978 |
| HOUCK CONSTRUCTION INC | |||||
| 445 NO BEDFORD DRIVE | BEVERLY HILLS | CA | 90210 | CONSTRUCTION - AWNINGS | $209,580 |
| THE CENTURION GROUP-MULHOLLAND SECURITY | |||||
| 11454 SAN VICENTE BLVD 1ST FLOOR | LOS ANGELES | CA | 90049 | SECURITY | $142,439 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $123,124 | FundraisingAmt |
| All Other Contributions | $2,268,287 | AllOtherContributionsAmt |
| Noncash Contributions | $42,220 | NoncashContributionsAmt |
| Total Contributions | $2,391,411 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TUITION REVENUE | Desc |
| Business | 611600 | BusinessCd |
| Total Revenue Column | $8,938,404 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,938,404 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $8,938,404 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $507,979 | TotalRevenueColumnAmt |
| Exclusion | $507,979 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $202,815 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $202,815 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $202,815 | TotalRevenueColumnAmt |
| Exclusion | $202,815 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,423,079 | SecuritiesAmt |
| Other | $420,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,402,590 | SecuritiesAmt |
| Other | $19,852 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,489 | SecuritiesAmt |
| Other | $400,148 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $420,637 | TotalRevenueColumnAmt |
| Exclusion | $420,637 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $45,532 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $123,124 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $139,696 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$94,164 | TotalRevenueColumnAmt |
| Exclusion | -$94,164 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $113,521 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $113,521 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $113,521 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,480,603 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,051,925 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,037,267 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,549,378 | TotalAmt |
| Program Services | $1,549,378 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $519,399 | TotalAmt |
| Program Services | $166,900 | ProgramServicesAmt |
| Management And General | $321,300 | ManagementAndGeneralAmt |
| Fundraising | $31,199 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,846,523 | TotalAmt |
| Program Services | $3,331,073 | ProgramServicesAmt |
| Management And General | $1,117,298 | ManagementAndGeneralAmt |
| Fundraising | $398,152 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $237,879 | TotalAmt |
| Program Services | $120,836 | ProgramServicesAmt |
| Management And General | $97,118 | ManagementAndGeneralAmt |
| Fundraising | $19,925 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $208,951 | TotalAmt |
| Program Services | $99,739 | ProgramServicesAmt |
| Management And General | $90,960 | ManagementAndGeneralAmt |
| Fundraising | $18,252 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $387,702 | TotalAmt |
| Program Services | $187,295 | ProgramServicesAmt |
| Management And General | $169,511 | ManagementAndGeneralAmt |
| Fundraising | $30,896 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,996 | TotalAmt |
| Program Services | $4,421 | ProgramServicesAmt |
| Management And General | $92,690 | ManagementAndGeneralAmt |
| Fundraising | $885 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,180 | TotalAmt |
| Program Services | $3,166 | ProgramServicesAmt |
| Management And General | $66,380 | ManagementAndGeneralAmt |
| Fundraising | $634 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,906 | TotalAmt |
| Management And General | $64,906 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $346,493 | TotalAmt |
| Program Services | $15,631 | ProgramServicesAmt |
| Management And General | $327,733 | ManagementAndGeneralAmt |
| Fundraising | $3,129 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $327,105 | TotalAmt |
| Program Services | $144,816 | ProgramServicesAmt |
| Management And General | $132,456 | ManagementAndGeneralAmt |
| Fundraising | $49,833 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $575,725 | TotalAmt |
| Program Services | $481,585 | ProgramServicesAmt |
| Management And General | $78,692 | ManagementAndGeneralAmt |
| Fundraising | $15,448 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $715,747 | TotalAmt |
| Program Services | $598,946 | ProgramServicesAmt |
| Management And General | $95,712 | ManagementAndGeneralAmt |
| Fundraising | $21,089 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,260 | TotalAmt |
| Program Services | $88,848 | ProgramServicesAmt |
| Management And General | $11,836 | ManagementAndGeneralAmt |
| Fundraising | $576 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $367,411 | TotalAmt |
| Program Services | $229,496 | ProgramServicesAmt |
| Management And General | $129,829 | ManagementAndGeneralAmt |
| Fundraising | $8,086 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,663 | TotalAmt |
| Program Services | $14,428 | ProgramServicesAmt |
| Management And General | $63,699 | ManagementAndGeneralAmt |
| Fundraising | $536 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $369,492 | TotalAmt |
| Program Services | $306,255 | ProgramServicesAmt |
| Management And General | $51,820 | ManagementAndGeneralAmt |
| Fundraising | $11,417 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $471,356 | TotalAmt |
| Program Services | $394,470 | ProgramServicesAmt |
| Management And General | $62,180 | ManagementAndGeneralAmt |
| Fundraising | $14,706 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| GENERAL ACADEMIC | $282,657 | $243,849 | $38,808 | |
| BAD DEBT | $51,635 | $51,635 | ||
| TAXES | $22,363 | $4,102 | $18,110 | $151 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,692,821 | TotalAmt |
| Program Services | $7,985,234 | ProgramServicesAmt |
| Management And General | $3,082,673 | ManagementAndGeneralAmt |
| Fundraising | $624,914 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,432,175 | BOYAmt |
| EOY | $3,215,672 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,066 | BOYAmt |
| EOY | $1,189 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $42,961 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $245,309 | BOYAmt |
| EOY | $145,250 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $20,211,592 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $12,231,883 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,982,154 | BOYAmt |
| EOY | $7,979,709 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,274,408 | BOYAmt |
| EOY | $17,775,643 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,966,112 | BOYAmt |
| EOY | $29,160,424 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $929,039 | BOYAmt |
| EOY | $1,068,756 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,306,734 | BOYAmt |
| EOY | $3,255,171 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,758,799 | BOYAmt |
| EOY | $1,226,779 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,795 | BOYAmt |
| EOY | $13,503 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,009,367 | BOYAmt |
| EOY | $5,564,209 | 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 | $18,230,768 | BOYAmt |
| EOY | $19,340,977 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,725,977 | BOYAmt |
| EOY | $4,255,238 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,956,745 | BOYAmt |
| EOY | $23,596,215 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,966,112 | BOYAmt |
| EOY | $29,160,424 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $787,782 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,851,688 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | $5,918,547 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $428,376 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $235,028 | OtherExpendituresAmt |
| Administrative Expenses | $12,500 | AdministrativeExpensesAmt |
| End Year Balance | $6,451,311 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,631,723 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $522,788 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $223,464 | OtherExpendituresAmt |
| Administrative Expenses | $12,500 | AdministrativeExpensesAmt |
| End Year Balance | $5,918,547 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,537,138 | BeginningYearBalanceAmt |
| Contributions | $1,041,424 | ContributionsAmt |
| Investment Earnings Or Losses | -$728,952 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $205,387 | OtherExpendituresAmt |
| Administrative Expenses | $12,500 | AdministrativeExpensesAmt |
| End Year Balance | $5,631,723 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,381,860 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $932,130 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,764,351 | OtherExpendituresAmt |
| Administrative Expenses | $12,500 | AdministrativeExpensesAmt |
| End Year Balance | $5,537,138 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,993,695 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $451,416 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $50,751 | OtherExpendituresAmt |
| Administrative Expenses | $12,500 | AdministrativeExpensesAmt |
| End Year Balance | $7,381,860 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.54903 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.45097 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,900,342 | OtherCostOrOtherBasisAmt |
| Book Value | $2,900,342 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,564,266 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,720,779 | DepreciationAmt |
| Book Value | $4,843,487 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $982,952 | OtherCostOrOtherBasisAmt |
| Depreciation | $818,190 | DepreciationAmt |
| Book Value | $164,762 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $764,032 | OtherCostOrOtherBasisAmt |
| Depreciation | $692,914 | DepreciationAmt |
| Book Value | $71,118 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $7,979,709 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYABLE TO BENEFICIARIES OF SPLIT INTEREST AGREEMENT | Desc |
| Amt | $13,503 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $13,503 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $12,718,007 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,851,688 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,851,688 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,866,319 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $64,906 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $1,549,378 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,614,284 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $12,480,603 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,078,537 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $10,078,537 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $64,906 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $1,549,378 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,614,284 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $11,692,821 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | TO PROVIDE SUSTAINING INCOME FOR THE SCHOOL. |
| PART X, LINE 2: | THE SCHOOL QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701(D). ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR FEDERAL AND STATE INCOME TAXES. THE SCHOOL'S FEDERAL RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) FOR THE LAST THREE FISCAL YEARS ARE SUBJECT TO IRS EXAMINATION. AS OF THE DATE OF THIS REPORT, THE SCHOOL'S RETURN COVERING THE FISCAL YEAR ENDED JUNE 30, 2024 HAS NOT BEEN FILED. ASC TOPIC 740, INCOME TAXES, REQUIRES THE SCHOOL TO EVALUATE ITS TAX POSITIONS AND RECOGNIZE A LIABILITY FOR ANY POSITIONS THAT WOULD NOT BE CONSIDERED "MORE LIKELY THAN NOT" TO BE UPHELD UNDER A TAX AUTHORITY EXAMINATION. IF SUCH ISSUES EXIST, THE SCHOOL'S POLICY WILL BE TO RECOGNIZE ANY TAX LIABILITY, INCLUDING APPLICABLE INTEREST AND PENALTIES, AS A COMPONENT OF INCOME TAX EXPENSE. THE SCHOOL HAS REVIEWED ITS TAX POSITIONS AND DETERMINED THAT AN ACCRUAL FOR UNCERTAIN INCOME TAX POSITIONS AND ADJUSTMENT TO THE TAX PROVISION IS NOT NECESSARY. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | TUITION ASSISTANCE AND AWARDS 1,549,378. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | TUITION ASSISTANCE AND AWARDS 1,549,378. |
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 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | NOTICE OF OUR NONDISCRIMINATORY POLICY IS PUBLISHED ON THE BERKELEY HALL WEBSITE. BHS ADMITS STUDENTS OF ANY RACE, COLOR, RELIGION, OR NATIONAL AND ETHNIC ORIGIN TO ALL THE RIGHTS, PRIVILEGES, PROGRAMS, AND ACTIVITIES GENERALLY ACCORDED OR MADE AVAILABLE TO STUDENTS AT THE SCHOOL. WE DO NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, RELIGION, NATIONAL AND ETHNIC ORIGIN, OR SEXUAL ORIENTATION, IN THE ADMINISTRATION OF OUR EDUCATIONAL POLICIES, ADMISSION POLICIES, FINANCIAL AID PROGRAM, AND ATHLETIC AND OTHER SCHOOL-ADMINISTERED PROGRAMS. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $120,903 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $123,124 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | -$2,221 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $1,000 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $44,587 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $11,600 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $39,563 | OtherDirectExpensesEvent1Amt |
| Event2 | CAMPOUT | Event2Nm |
| Gross Receipts Event2 | $44,765 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $44,765 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $42,946 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $2,988 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $2,988 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $168,656 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $123,124 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $45,532 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $1,000 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $44,587 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $11,600 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $82,509 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $139,696 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$94,164 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|
| FINANCIAL AID | 52 | $1,406,330 | FMV | TUITION DISCOUNTS |
| FACULTY/STAFF'S TUITION REMISSION | 4 | $78,273 | FMV | FACULTY/STAFF'S STUDENT TUITION REMISSION |
| STUDENT ACADEMIC AWARDS | 8 | $64,775 | FMV | SCHOLARSHIP |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | BERKELEY HALL SCHOOL OFFERS FINANCIAL AID TO TWO GROUPS. THE FIRST IS NEED-BASED AID WHICH IS BASED ON A FAMILY'S INCOME AND THEIR ABILITY TO PAY TUITION. THE SECOND FORM OF AID IS FACULTY AND STAFF TUITION REMISSION WHICH IS AN AUTOMATIC 50% DISCOUNT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SARAH COLMAIRE | ||||||||||||||
| INTERIM HEAD OF SCHOOL | $225,500 | $0 | $0 | $0 | $0 | $0 | $15,750 | $0 | $454 | $0 | $241,704 | $0 | $0 | $0 |
| DOUGLAS GIBBS | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $178,168 | $0 | $0 | $0 | $0 | $0 | $12,486 | $0 | $0 | $0 | $190,654 | $0 | $0 | $0 |
| NIKKI GAMRATH | ||||||||||||||
| HEAD OF SCHOOL THROUGH 6/16/23 | $158,557 | $0 | $0 | $0 | $0 | $0 | $8,746 | $0 | $2,559 | $0 | $169,862 | $0 | $0 | $0 |
| JOHN F ABDELNOUR | ||||||||||||||
| ADVANCEMENT - DIRECTOR | $146,667 | $0 | $109 | $0 | $0 | $0 | $10,351 | $0 | $5,809 | $0 | $162,936 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE FINANCE COMMITTEE ACTS AS THE COMPENSATION COMMITTEE. THE FINANCE COMMITTEE DETERMINES COMPENSATION COMPARING LOCAL SCHOOLS FROM THE LATEST ANNUAL CALIFORNIA INDEPENDENT SCHOOLS BUSINESS OFFICERS ASSOCIATION ADMINISTRATOR'S SALARY SURVEY AS A BENCHMARK. THE FULL BOARD APPROVES THE HEAD OF SCHOOL COMPENSATION. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| MR AND MRS MELVIN T ANDREWS | |||
| CURRENT TRUSTEE (TREASURER) | $200,000 | DONATION | 0 |
| MS DEBORAH SIMMONS | |||
| CURRENT TRUSTEE (VICE CHAIR) | $25,000 | DONATION | 0 |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | PRIVATE JET | 1 | $25,000 | FMV |
| Yes (X) | DISNEY WORLD WONDER FLORIDA GETAWAY FOR 6 | 1 | $17,000 | FMV |
| Yes (X) | CAVE VILLA IN MYKONOS GREECE | 1 | $5,220 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 REVIEW IS COMPLETED BY THE BUSINESS OFFICE AND THE FINAL FORM 990 IS SENT TO ALL TRUSTEES PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICY: SITUATIONS OF ACTUAL OR POTENTIAL CONFLICT OF INTEREST ARE TO BE AVOIDED BY ALL EMPLOYEES, AND WHEN THEY ARISE THEY MUST BE REPORTED TO THE HEAD OF SCHOOL. THE FOLLOWING EXAMPLES POSE CONFLICTS OF INTEREST THAT MUST BE AVOIDED AND/OR BE REPORTED TO THE HEAD OF SCHOOL AS THEY ARISE: 1. ROMANTIC OR FINANCIAL INVOLVEMENT WITH A SCHOOL PARENT, VENDOR, OR SUBORDINATE EMPLOYEE OF THE SCHOOL. THIS TYPE OF RELATIONSHIP MAY IMPAIR AN EMPLOYEE'S ABILITY TO EXERCISE GOOD JUDGMENT ON BEHALF OF THE SCHOOL AND ITS STUDENTS, CREATE AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST AND MUST BE REPORTED TO THE HEAD OF SCHOOL. 2. TEACHERS ARE NOT PERMITTED TO PROVIDE PAID TUTORING FOR THEIR STUDENTS OR TO OTHERWISE ENGAGE IN ANY PAID SERVICES FOR A STUDENT'S FAMILY WITHOUT THE EXPRESS CONSENT OF THE HEAD OF SCHOOL. 3. TEACHERS ARE NOT PERMITTED TO HIRE THEIR STUDENTS TO PERFORM SERVICES FOR THEM, SUCH AS BABYSITTING, HOUSESITTING, OR DOG-SITTING 4. IF AN EMPLOYEE OR MEMBER OF AN EMPLOYEE'S FAMILY HAS A FINANCIAL INTEREST IN A COMPANY THAT DOES OR SEEKS TO DO BUSINESS WITH THE SCHOOL THIS MUST BE REPORTED IMMEDIATELY TO THE HEAD OF SCHOOL. AN EMPLOYEE INVOLVED IN ANY OF THE ABOVE TYPES OF RELATIONSHIPS OR SITUATIONS MUST PROMPTLY AND FULLY DISCLOSE THE RELEVANT CIRCUMSTANCES TO THE HEAD OF SCHOOL FOR A DETERMINATION AS TO WHETHER AN ACTUAL OR POTENTIAL CONFLICT EXISTS. IF A CONFLICT IS FOUND TO EXIST, THE SCHOOL MAY TAKE APPROPRIATE CORRECTIVE ACTION. AN EMPLOYEE'S FAILURE TO MAKE SUCH A DISCLOSURE MAY RESULT IN DISCIPLINARY ACTION UP TO AND INCLUDING TERMINATION. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD DETERMINES THE SALARY AND COMPENSATION FOR THE HEAD OF SCHOOL AND THE CHIEF FINANCIAL OFFICER BASED ON HISTORICAL SALARIES AND COMPARABLE COMPENSATION FOR SIMILAR SCHOOLS. THE LAST TIME THIS PROCESS WAS UNDERTAKEN WAS IN JUNE 2023 FOR HEAD OF SCHOOL AND JUNE 2024 FOR CFO. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990 PART XII LINE 2C | THE AUDIT OVERSIGHT PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. |
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