VISTAMAR SCHOOL: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- VISTAMAR SCHOOL (EIN 14-1841085)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-15
- IRS object ID
- 202541359349314979
- 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 O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T17:32:03-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 950858589 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUTCHINSON AND BLOODGOOD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 N BRAND BLVD 14TH FLOOR | AddressLine1Txt |
| City | GLENDALE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91203 | 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 | 141841085 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VISTAMAR SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VIST | BusinessNameControlTxt |
| Phone | 3106437377 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 737 HAWAII STREET | AddressLine1Txt |
| City | EL SEGUNDO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90245 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIK CARLSON | PersonNm |
| Person Title | HEAD OF SCHOOL | PersonTitleTxt |
| Phone | 3106437377 | PhoneNum |
| Signature | 2025-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNY CHEN | PreparerPersonNm |
| PTIN | P00601981 | PTIN |
| Phone | 8186375000 | 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 | ERIK CARLSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 737 HAWAII STREET | AddressLine1Txt |
| City | EL SEGUNDO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90245 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $16,078,357 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.VISTAMARSCHOOL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2002 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | VISTAMAR IS AN INDEPENDENT COLLEGE PREPARATORY SCHOOL, LOCATED IN EL SEGUNDO, CALIFORNIA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 103 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,845,833 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,500,537 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $10,813,977 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $10,945,879 | CYProgramServiceRevenueAmt |
| PY Investment Income | $290,738 | PYInvestmentIncomeAmt |
| CY Investment Income | $361,968 | CYInvestmentIncomeAmt |
| PY Other Revenue | $184,940 | PYOtherRevenueAmt |
| CY Other Revenue | $183,511 | CYOtherRevenueAmt |
| PY Total Revenue | $13,135,488 | PYTotalRevenueAmt |
| CY Total Revenue | $13,991,895 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,364,190 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,553,910 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,546,767 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,607,947 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $516,820 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,615,742 | PYOtherExpensesAmt |
| CY Other Expenses | $4,159,336 | CYOtherExpensesAmt |
| PY Total Expenses | $14,526,699 | PYTotalExpensesAmt |
| CY Total Expenses | $14,321,193 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,391,211 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$329,298 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $26,864,610 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,013,967 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $12,018,644 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,761,945 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $14,845,966 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $15,252,022 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | VISTAMAR SCHOOL EMPOWERS STUDENTS, PREPARING THEM TO CONTRIBUTE AND EXCEL IN HIGHER EDUCATION AND IN LIFE, AND COMMITS TO: A BROAD AND BALANCED PROGRAM THAT CHALLENGES AND ENGAGES STUDENTS, BUILDING THEIR INDIVIDUAL SKILLS AND INSPIRING A PASSION FOR LEARNING. AN INTIMATE ATMOSPHERE THAT FOSTERS INITIATIVE, RESPONSIBILITY, KNOWLEDGE OF SELF AND CONNECTIONS TO OTHERS. DIVERSITY OF THOUGHT AND CULTURE THAT ENCOURAGES AUTHENTIC EXCHANGE OF PERSPECTIVES, MUTUAL RESPECT AND A MATURE UNDERSTANDING OF THE WORLD. IN THEIR STUDIES, IN THEIR WORK, AND IN THEIR COMMUNITIES, VISTAMAR STUDENTS WILL EMBRACE LIVES OF LEARNING, INTEGRITY, AND PURPOSE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $11,420,010 | ExpenseAmt |
| Grant | $2,553,910 | GrantAmt |
| Revenue | $11,283,445 | RevenueAmt |
| Desc | VISTAMAR IS AN INDEPENDENT, NON-DENOMINATIONAL, COLLEGE-PREPARATORY, COED DAY SCHOOL FOR STUDENTS IN GRADES 9-12, SERVING APPROXIMATELY 270 STUDENTS FOR THE YEAR ENDED JUNE 30, 2023. THE SCHOOL OFFERS AN ACADEMIC PROGRAM THAT DRAWS FROM BEST PRACTICES WORLDWIDE TO CREATE AN INTEGRATED CURRICULUM PREPARING STUDENTS TO SUCCEED IN COLLEGE AND BEYOND. OVER 70% OF STUDENTS PARTICIPATE IN THE ATHLETIC PROGRAM WHICH OFFERS 20 TEAMS IN 13 SPORTS. TEAMS WIN CIF CHAMPIONSHIPS AND SOME GRADUATING ATHLETES GO ON TO PLAY IN COLLEGE. THE VISUAL AND PERFORMING ARTS PROGRAM IS A PLACE FOR STUDENTS TO SHOWCASE THEIR TALENTS AND BUILD THEIR CREATIVITY AS DOERS, CREATORS, AND CONSUMERS. | Desc |
| Total Program Service Expenses | $11,420,010 | 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 | 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 | 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 | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | 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 | 35 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 103 | 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 | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | 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 | 0 | 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 | ROSA YAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3106437377 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 737 HAWAII STREET | AddressLine1Txt |
| City | EL SEGUNDO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90245 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 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 | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| DARLENE FOUNTAINE | ||||||||
| CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KRIS RONE | ||||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| STU MACFARLANE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SANDY MONTALVO | ||||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LORIN LIESY | ||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DAVID CHRISTOPHER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PRINCESS BALTIMORE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARIANA EGGLETON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CARLA BUCK | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL BURKE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DERRICK BUTLER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JULIE SMITH-CLEMENTI | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ERIN FREEMAN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LEANNE HUEBNER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PARKER HUDNUT | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CARL KATERNDAHL JR | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LAURA KONIGSBERG | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ELISABETH LESSER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JESSICA MARTIN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| APRIL SPENCER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JASON GREGORY | ||||||||
| ASST HEAD OF SCHOO | 40.00 | $212,760 | $0 | $10,638 | Yes (X) | |||
| SYDNEY REINER | ||||||||
| CHIEF MARKETING OF | 40.00 | $147,104 | $0 | $7,355 | Yes (X) | |||
| JOANNA RO | ||||||||
| DEAN OF FACULTY | 40.00 | $150,375 | $0 | $7,519 | Yes (X) | |||
| SEAN COLLYER | ||||||||
| DIR OF FACILITIES | 40.00 | $150,245 | $0 | $7,512 | Yes (X) | |||
| CHRISTOPHER BRIGHT | ||||||||
| FORMER HEAD OF SCHOOL | 40.00 | $390,851 | $0 | $16,500 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,051,335 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $49,524 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 17 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | 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 |
|---|---|---|---|---|---|
| FLIK COMPASS GROUP USA | |||||
| 2400 YORKMONT ROAD | CHARLOTTE | NC | 28217 | LUNCH FOOD PROVIDER | $493,795 |
| HOPSKIPDRIVE INC | |||||
| 1320 E 7TH STREET SUITE 200 | LOS ANGELES | CA | 90021 | TRANSPORTATION TECHNOLOGY SOLUTIONS | $166,541 |
| LCM BUS SERVICE INC | |||||
| 1620 CENTINELA AVE SUITE 304 | INGLEWOOD | CA | 90302 | BUS SERVICES | $148,220 |
| ADVANCED NETWORKS INC | |||||
| 4929 WILSHIRE BLVD 941 | LOS ANGELES | CA | 90010 | IT SERVICES | $122,140 |
| JONES & ASSOCIATES | |||||
| 8581 SANTA MONICA BLVD SUITE 15 | WEST HOLLYWOOD | CA | 90069 | ACCOUNTING SERVICES | $119,700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $173,586 | FundraisingAmt |
| All Other Contributions | $2,326,951 | AllOtherContributionsAmt |
| Total Contributions | $2,500,537 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TUITON | Desc |
| Business | 611110 | BusinessCd |
| Total Revenue Column | $10,945,879 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,945,879 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $10,945,879 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $207,913 | TotalRevenueColumnAmt |
| Exclusion | $207,913 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,172,736 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,018,681 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $154,055 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $154,055 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $154,055 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $67,781 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $173,586 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $67,781 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $183,511 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $183,511 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $183,511 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,991,895 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,283,445 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $207,913 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,553,910 | TotalAmt |
| Program Services | $2,553,910 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,607,947 | TotalAmt |
| Program Services | $5,749,569 | ProgramServicesAmt |
| Management And General | $1,481,843 | ManagementAndGeneralAmt |
| Fundraising | $376,535 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,076,612 | TotalAmt |
| Program Services | $435,798 | ProgramServicesAmt |
| Management And General | $590,506 | ManagementAndGeneralAmt |
| Fundraising | $50,308 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $284,166 | TotalAmt |
| Program Services | $276,247 | ProgramServicesAmt |
| Management And General | $6,846 | ManagementAndGeneralAmt |
| Fundraising | $1,073 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $716,692 | TotalAmt |
| Program Services | $696,719 | ProgramServicesAmt |
| Management And General | $17,267 | ManagementAndGeneralAmt |
| Fundraising | $2,706 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| STUDENT ACTIVITIES | $1,519,516 | $1,303,842 | $155,909 | $59,765 |
| FACILITIES | $562,350 | $403,925 | $131,992 | $26,433 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,321,193 | TotalAmt |
| Program Services | $11,420,010 | ProgramServicesAmt |
| Management And General | $2,384,363 | ManagementAndGeneralAmt |
| Fundraising | $516,820 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $672,966 | BOYAmt |
| EOY | $690,353 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $412,707 | BOYAmt |
| EOY | $138,530 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $16,985 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,463 | BOYAmt |
| EOY | $138,842 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,980 | BOYAmt |
| EOY | $180,097 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $26,142,958 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,105,022 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,542,906 | BOYAmt |
| EOY | $16,037,936 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,088,588 | BOYAmt |
| EOY | $9,811,224 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,864,610 | BOYAmt |
| EOY | $27,013,967 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,140,848 | BOYAmt |
| EOY | $1,284,021 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,956,166 | BOYAmt |
| EOY | $1,814,209 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,921,630 | BOYAmt |
| EOY | $8,663,715 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,018,644 | BOYAmt |
| EOY | $11,761,945 | 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 | $5,295,441 | BOYAmt |
| EOY | $4,327,605 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,550,525 | BOYAmt |
| EOY | $10,924,417 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,845,966 | BOYAmt |
| EOY | $15,252,022 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,864,610 | BOYAmt |
| EOY | $27,013,967 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$329,298 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $735,354 | 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 | $9,466,304 | BeginningYearBalanceAmt |
| Contributions | $769,502 | ContributionsAmt |
| Investment Earnings Or Losses | $1,090,835 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $504,387 | OtherExpendituresAmt |
| End Year Balance | $10,822,254 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,998,352 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $962,373 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $494,421 | OtherExpendituresAmt |
| End Year Balance | $9,466,304 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,930,947 | BeginningYearBalanceAmt |
| Contributions | $386,385 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,872,883 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $446,097 | OtherExpendituresAmt |
| End Year Balance | $8,998,352 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,764,225 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,639,090 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $472,368 | OtherExpendituresAmt |
| End Year Balance | $10,930,947 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,887,921 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $281,806 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $405,502 | OtherExpendituresAmt |
| End Year Balance | $8,764,225 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $6,100,000 | OtherCostOrOtherBasisAmt |
| Book Value | $6,100,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,088,989 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,572,185 | DepreciationAmt |
| Book Value | $9,516,804 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,770,862 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,422,281 | DepreciationAmt |
| Book Value | $1,348,581 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $183,107 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,110,556 | DepreciationAmt |
| Book Value | -$927,449 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $16,037,936 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $12,173,339 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $735,354 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $735,354 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,437,985 | RevenueSubtotalAmt |
| Other Revenues Not Included | $2,553,910 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $2,553,910 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $13,991,895 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $11,767,283 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $11,767,283 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $2,553,910 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $2,553,910 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $14,321,193 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | VISTAMAR HAS THREE ENDOWMENTS. FIRST, THE FINANCIAL ACCESS ENDOWMENT IS RESTRICTED TO INVESTMENT IN PERPETUITY, WITH THE INCOME EXPENDABLE FOR THE SUPPORT OF FINANCIAL ACCESS AT VISTAMAR SCHOOL. THE ANNUAL DRAW WILL BE 5% OF THE TRAILING AVERAGE VALUE OF THE FUND'S CORPUS OVER TWELVE CONSECUTIVE QUARTERS. SECOND, THE FUND FOR ACCESS AND INSPIRATION IS ALSO DESIGNATED TO THE SUPPORT OF FINANCIAL ACCESS, WITH AN ANNUAL DRAW OF 5% OF THE TRAILING AVERAGE OF THE FUND'S CORPUS OVER TWELVE CONSECUTIVE QUARTERS. ALLOCATIONS FROM THE FUND FOR ACCESS AND INSPIRATION ARE TO BE USED SOLELY FOR THE PURPOSE OF FINANCIAL ACCESS GRANTS TO COVER TUITION AND FEES OF MISSION-ENHANCING STUDENTS WITH DEMONSTRATED FINANCIAL NEED. THIRD, THE RALPH-GIBSON GYMNASIUM FUND IS ESTABLISHED TO PROVIDE FUNDING FOR THE SCHOOL'S MODERATED TUITION PROGRAM ON AN ANNUAL BASIS UNTIL A CAPITAL CAMPAIGN TO RENOVATE THE SCHOOL'S GYM IS CONDUCTED. |
| PART X, LINE 2: | THE SCHOOL IS A QUALIFIED ENTITY EXEMPT FROM FEDERAL INCOME AND CALIFORNIA FRANCHISE TAXES UNDER THE PROVISIONS OF SECTIONS 501(C)(3) OF THE INTERNAL REVENUE CODE AND 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE, RESPECTIVELY. THE SCHOOL'S MANAGEMENT HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF JUNE 30, 2024, THE SCHOOL DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 2,553,910. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 2,553,910. |
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 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $241,367 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $173,586 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $67,781 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $41,104 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $4,350 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $22,327 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $241,367 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $173,586 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $67,781 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $41,104 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $4,350 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $22,327 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $67,781 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | 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 | MODERATED TUITION AWARDED TO ELIGIB | GrantTypeTxt |
| Recipient | 75 | RecipientCnt |
| Cash Grant | $2,553,910 | CashGrantAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | DIRECT CREDIT TO STUDENT ACCOUNT | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SCHOOL ADMISSIONS ARE DETERMINED BY A SEPARATE, INDEPENDENT ADMISSIONS COMMITTEE. ONLY THOSE STUDENTS WHO HAVE BEEN ADMITTED WILL BE CONSIDERED FOR MODERATED TUITION ASSISTANCE. ALL FAMILIES INTERESTED WILL RECEIVE AN APPLICATION FOR MODERATED TUITION WHICH ARE PROCESSED BY AN OUTSIDE VENDOR WHO MAKES RECOMMENDATIONS ON MODERATED TUITION BASED ON A SET OF CRITERIA USED TO DETERMINE NEED. COMPLETED MODERATED TUITION APPLICATIONS ARE REVIEWED BY THE MODERATED TUITION COMMITTEE, WHOSE PURPOSE IS TO ALLOCATE AVAILABLE MODERATED TUITION FUNDS FAIRLY AND CONSISTENTLY, AND ON A NON-DISCRIMINATORY BASIS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHRISTOPHER BRIGHT | ||||||||||||||
| FORMER HEAD OF SCHOOL | $390,851 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $16,500 | $0 | $407,351 | $0 | $0 | $0 |
| JASON GREGORY | ||||||||||||||
| ASST HEAD OF SCHOO | $212,760 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $10,638 | $0 | $223,398 | $0 | $0 | $0 |
| JOANNA RO | ||||||||||||||
| DEAN OF FACULTY | $150,375 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $7,519 | $0 | $157,894 | $0 | $0 | $0 |
| SEAN COLLYER | ||||||||||||||
| DIR OF FACILITIES | $150,245 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $7,512 | $0 | $157,757 | $0 | $0 | $0 |
| SYDNEY REINER | ||||||||||||||
| CHIEF MARKETING OF | $147,104 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $7,355 | $0 | $154,459 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | TO A CERTAIN EXTENT, THE EXECUTIVE COMMITTEE HAS BEEN DELEGATED FUNCTIONS IT CAN CARRY OUT WITHOUT APPROVAL OF THE FULL BOARD. THESE ARE LIMITED, HOWEVER, BY BYLAW 5.1.L(B), WHICH PROHIBITS THE EXEC COMMITTEE FROM CARRYING OUT CERTAIN FUNCTIONS OF THE BOARD (LIKE FILLING BOARD VACANCIES, CHANGING THE BYLAWS, CHANGING THE STRUCTURE OF THE BOARD OR AMENDING/REPEALING CERTAIN RESOLUTIONS OF THE FULL BOARD). AS OF JUNE 30, 2024, THE EXECUTIVE COMMITTEE WAS COMPRISED OF THE FOLLOWING BOARD MEMBERS: DARLENE FOUNTAINE, KRIS RONE, LORIN LIESY AND SANDY MONTALVO. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY REPRESENTATION WHEN JOINING THE BOARD AND ANNUALLY THEREAFTER. THE CONFLICT OF INTEREST POLICY IS DISCUSSED AT THE FIRST BOARD MEETING OF THE YEAR AND AGAIN AT THE LAST BOARD MEETING OF THE YEAR. THE SCHOOL SHALL NOT BE A PARTY TO A TRANSACTION IN WHICH ONE OR MORE OF ITS TRUSTEES HAVE A MATERIAL FINANCIAL INTEREST UNLESS THE TRANSACTION IS REVIEWED BY OUTSIDE COUNSEL AND APPROVED BY AT LEAST TWO-THIRDS OF THE DISINTERESTED MEMBERS OF THE BOARD. THE CHIEF FINANCIAL OFFICER REVIEWS AND QUESTIONS POTENTIAL CONFLICTS OF INTEREST AS THEY PRESENT THEMSELVES. THE INDIVIDUAL WITH A CONFLICT IS NOT ALLOWED TO VOTE ON THE ISSUE BEFORE THE GOVERNING BODY. IF THE CONFLICT IS WITH A TRUSTEE, IT MUST BE REPORTED TO THE BOARD CHAIR AND WOULD BE DISCLOSED IN THE MINUTES. IF IT INVOLVES AN EMPLOYEE, IT MUST BE REPORTED TO THE HEAD OF SCHOOL AND WILL BE DOCUMENTED IN THE EMPLOYEE HR FILE. |
| FORM 990, PART VI, SECTION B, LINE 15 | A BOARD COMPENSATION SUBCOMMITTEE CONSIDERS THE COMPENSATION OF THE HEAD OF SCHOOL AND PREPARES A SAFE HARBOR ANALYSIS, WHICH USES COMPARABLE DATA FROM OTHER LOCAL INDEPENDENT SCHOOLS AND WRITTEN CONTRACTS WITH THE HEAD OF SCHOOL WHICH ARE APPROVED BY THE BOARD OF TRUSTEES. THE HEAD OF SCHOOL REVIEWS SALARIES FOR KEY MANAGEMENT EMPLOYEES WITH THE BOARD CHAIR. THIS FORM IS THEN PROVIDED TO HUMAN RESOURCES AND FILED. THE COMPENSATION PROCESS FOR THE HEAD OF SCHOOL WAS LAST CONDUCTED IN JUNE 2021 WITH THE APPROVED COMPENSATION EFFECTIVE JULY 1, 2021. |
| FORM 990, PART VI, SECTION C, LINE 19 | VISTAMAR'S BYLAWS, CONFLICT OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENTS ARE ALL AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C | THE AUDIT COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDITED FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. |
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