2022-04-04T13:02:05-05:00 2021-06-30 941254756 HOOD & STRONG LLP 275 BATTERY STREET STE 900 SAN FRANCISCO CA 94111 990 2020-07-01 943343174 SONOMA ACADEMY SONO 7075451770 2500 FARMERS LANE SANTA ROSA CA 95404 REBECCA BROWN CHIEF OPERATING OFFICER 7075451770 2022-04-01 1 REBECCA BROWN 999009999 MAGA E KISRIEV P01008919 4157810793 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z TUCKER FOEHL 2500 FARMERS LANE SANTA ROSA CA 95404 89760114 0 X WWW.SONOMAACADEMY.ORG X 1999 CA TO OPERATE A COED EDUCATION HIGH SCHOOL AND PREPARE STUDENTS TO ENTER A COLLEGE OF THEIR CHOICE. 16 15 159 21 0 0 11423433 14429955 15772795 15312995 901798 1623550 145340 137616 28243366 31504116 4060166 4691595 0 0 9250899 9889985 0 0 727116 6755658 6239741 20066723 20821321 8176643 10682795 114404235 132138758 9887796 10550572 104516439 121588186 SONOMA ACADEMY CALLS ITS STUDENTS TO BE CREATIVE, ETHICAL AND COMMITTED TO LEARNING. THE SCHOOL NURTURES INSPIRING TEACHERS AND STUDENTS AS THEY PREPARE TO BECOME LEADERS IN A DYNAMIC WORLD. 0 0 16015534 4691595 15312995 OPERATE A COED DAY SCHOOL EDUCATIONAL PROGRAM FOR APPROXIMATELY 325 STUDENTS IN GRADES 9-12. 16015534 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 37 0 1 159 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 15 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X REBECCA B BROWN 7075451770 2500 FARMERS LANE SANTA ROSA CA 95404 JANET DURGIN FORMER HEAD OF SCHOOL 0.00 X 515133 0 214000 REBECCA BROWN CHIEF OPERATING OFFICER 50.00 X 254517 0 37816 TUCKER FOEHL HEAD OF SCHOOL 60.00 X X 197469 0 28823 KIMBERLY EBER DIR OF ADVANCEMENT 50.00 X 181154 0 12681 ELEANOR DWIGHT ASST HEAD OF SCHOOL 50.00 X 176752 0 12373 SANDRA STACK DIR OF ENROLLMENT 50.00 X 173123 0 12119 KELLY CASTANEDA DEAN OF CURRICULUM 50.00 X 143578 0 10050 DOROTHY KOWAL DIR OF COLLEGE COUNCIL 50.00 X 131830 0 9228 VICTORIA NOSLER CHAIR 6.00 X X 0 0 0 BRIDGET TWOMEY VICE-CHAIR 2.00 X X 0 0 0 MICHAEL DIMOCK SECRETARY 2.00 X X 0 0 0 CHRIS HANNA TREASURER 6.00 X X 0 0 0 KATHERINE ANGELL TRUSTEE 4.00 X 0 0 0 TOM BIRDSALL TRUSTEE 2.00 X 0 0 0 TIM DUNCAN TRUSTEE 2.00 X 0 0 0 DAVID EISEMAN TRUSTEE 2.00 X 0 0 0 MARY FELTON TRUSTEE 2.00 X 0 0 0 REBECCA FUETTE TRUSTEE 2.00 X 0 0 0 NICHOLAS FOLEY TRUSTEE 2.00 X 0 0 0 KATIE JACKSON TRUSTEE 2.00 X 0 0 0 BENJAMIN MILLER TRUSTEE 2.00 X 0 0 0 MARK TUKMAN TRUSTEE 2.00 X 0 0 0 STEVE VON RAESFELD TRUSTEE 2.00 X 0 0 0 1773556 0 337090 33 1 1 0 QUATTROCCHI KWOK ARCHITECTS 636 5TH ST SANTA ROSA CA 95404 ARCHITECTURAL SUPERVISION 837890 DPR CONSTRUCTION 945 FRONT ST SAN FRANCISCO CA 94111 CONSTRUCTION 283743 FLIK INDEPENDENT SCHOOLS 2 INTERNATIONAL DRIVE RYE BROOK NY 10573 FOOD SERVICES 239270 GAONA'S CUSTOM CONCRETE 2158 FRANCISCO AVE SANTA ROSA CA 95403 CONSTRUCTION 161377 BAY CITIES ASPHALT INC 21 ORINDA WAY ORINDA CA 94563 CONSTRUCTION 157600 5 388839 14041116 63209 14429955 TUITION & FEES 611600 14892828 14892828 AUXILIARY PROGRAM REVENUE 611600 420167 420167 15312995 768253 768253 6000 772 5228 5228 5228 59105785 58250488 855297 855297 855297 137745 388839 4738 133007 133007 LOSS ON DISPOSAL OF ASSETS 900000 -619 -619 -619 31504116 15312995 0 1761166 4691595 4691595 820626 820626 7269118 5083324 1716062 469732 448181 311697 107091 29393 810919 540273 223408 47238 541141 357321 150059 33761 182371 66816 99176 16379 300500 300500 43000 43000 68296 68296 91914 91914 425833 329547 77707 18579 203682 153865 37662 12155 838834 762728 67725 8381 66915 59440 5795 1680 209272 190647 16532 2093 2631184 2397008 207864 26312 98414 89655 7775 984 ATHLETIC PROGRAMS 456109 456109 BAD DEBT 98308 93308 5000 EVENTS 50685 50685 FOOD SERVICE 23280 21208 1839 233 451144 410993 35640 4511 20821321 16015534 4078671 727116 14369587 8117590 1720916 9719920 2792959 2073714 127010 363950 0 170000 301465 317166 82637914 22573958 61595151 60063956 31714544 49747402 1782603 1565060 114404235 132138758 809572 681367 1740864 2885428 5554757 5418718 1782603 1565059 9887796 10550572 X 73223621 73589914 31292818 47998272 104516439 121588186 114404235 132138758 10682795 6388952 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3594650 265950 1018590 66456 4812734 3501249 166383 72982 3594650 2924114 150 576985 3501249 2788491 1231 245699 111307 2924114 2614292 -59547 340627 106881 2788491 0.00000 0.45992 0.54008 0 0 8400000 8400000 67323484 19739274 47584210 2195060 1752050 443010 4719370 1082634 3636736 60063956 DEFERRED COMPENSATION 1565059 1565059 X 33133948 6388952 -4691595 1697357 31436591 68296 -772 67524 31504115 16062202 772 772 16061430 68296 4691595 4759891 20821321 PART V, LINE 4: THE SCHOOL'S CLASS TERM ENDOWMENTS CREATED BY EACH GRADUATING CLASS ARE HELD FOR A PERIOD OF 10 YEARS, WHERE THERE ARE TO BE NO WITHDRAWALS SO THAT THE INITIAL BALANCE CAN GROW. PART X, LINE 2: THE SCHOOL IS A TAX-EXEMPT ORGANIZATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND THE CALIFORNIA TAX CODE. AS OF JUNE 30, 2021, 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 AID RECLASSIFIED TO EXPENSES -4,691,595. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES RECLASSIFIED TO REVENUE -772. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES RECLASSIFIED TO REVENUE 772. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID RECLASSIFIED TO EXPENSES 4,691,595. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 PUBLISHED WITH OUR LARGER ADVERTISEMENTS IN THE AREA NEWSPAPER, INCLUDED WITH ALL ADMISSIONS MATERIALS AND EMPLOYEMENT POSTINGS, AND AVAILABLE ON THE SCHOOL'S WEBSITE. AUCTION/DINNER 526584 388839 137745 842 3896 526584 388839 137745 842 3896 4738 133007 1 SCHOLARSHIPS 177 4691595 PART I, LINE 2: ALL SCHOLARSHIPS ARE AWARDED AS TUITION ASSISTANCE AND CREDITED TO STUDENT ACCOUNTS. NO FUNDS ARE DISBURSED TO THE RECIPIENTS. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 JANET DURGIN FORMER HEAD OF SCHOOL 338133 0 0 0 177000 0 214000 0 0 0 729133 0 0 0 REBECCA BROWN CHIEF OPERATING OFFICER 254517 0 0 0 0 0 37816 0 0 0 292333 0 0 0 TUCKER FOEHL HEAD OF SCHOOL 197469 0 0 0 0 0 28823 0 0 0 226292 0 0 0 KIMBERLY EBER DIR OF ADVANCEMENT 181154 0 0 0 0 0 12681 0 0 0 193835 0 0 0 ELEANOR DWIGHT ASST HEAD OF SCHOOL 176752 0 0 0 0 0 12373 0 0 0 189125 0 0 0 SANDRA STACK DIR OF ENROLLMENT 173123 0 0 0 0 0 12119 0 0 0 185242 0 0 0 KELLY CASTANEDA DEAN OF CURRICULUM 143578 0 0 0 0 0 10050 0 0 0 153628 0 0 0 PART I, LINE 1A THE FORMER HEAD OF SCHOOL RECEIVED HOUSING ALLOWANCE WHICH WAS TREATED AS TAXABLE COMPENSATION. A CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY 680164610 2014-05-15 9405000 PAYOFF 2007 BONDS 0 0 0 A 9405000 126519 9278481 2044 1 0 0 0 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 A 0 1 0 0 1 0 0 0 0 A 1 TUCKER FOEHL HEAD OF SCHOOL ASSISTANCE WITH DOWN PAYMENT ON PURCHASE OF HOME X 170000 170000 0 1 1 170000 X 3 63209 FMV 0 0 1 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTORS REPRESENTS THE NUMBER OF DONORS, NOT THE NUMBER OF ITEMS DONATED. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 PUBLIC DISCLOSURE COPY WAS REVIEWED BY THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES AND THE FULL BOARD OF TRUSTEES, PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST STATEMENTS ARE SIGNED BY ALL TRUSTEES AND SENIOR ADMINISTRATORS (KEY EMPLOYEES). THEY ARE THEN REVIEWED BY THE COO. ANY ISSUES PRESENTED ARE BE TAKEN TO THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES, WHICH MAKES A DETERMINATION ABOUT ANY CONSEQUENCES. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF TRUSTEES DETERMINES EXECUTIVE COMPENSATION BY REVIEWING RELEVANT COMPENSATION DATA FROM COMPARABLE SCHOOLS OBTAINED THROUGH THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS (NAIS). BOTH THE PROCESS AND THE RESULT ARE APPROVED BY THE BOARD AND A WRITTEN RECORD OF THE PROCEEDINGS IS PREPARED AND MAINTAINED. FORM 990, PART VI, SECTION C, LINE 19 THE CONFLICT OF INTEREST POLICY, ALL FINANCIAL STATEMENTS AND REQUIRED GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF TIME SET FORTH IN SEC 6104(D).