THE NUEVA SCHOOL: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE NUEVA SCHOOL (EIN 94-1633387)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-04
- IRS object ID
- 202241249349303064
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-04T17:47:12-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941254756 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOOD & STRONG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 BATTERY STREET STE 900 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941633387 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NUEVA SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NUEV | BusinessNameControlTxt |
| Phone | 6503504600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6565 SKYLINE BLVD | AddressLine1Txt |
| City | HILLSBOROUGH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94010 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERRY LEE | PersonNm |
| Person Title | ASSOCIATE HEAD OF SCHOOL | PersonTitleTxt |
| Phone | 6503504600 | PhoneNum |
| Signature | 2022-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TERRY | PersonFirstNm |
| Person Last | LEE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MAGA E KISRIEV | PreparerPersonNm |
| PTIN | P01008919 | PTIN |
| Phone | 4157810793 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LEE FERTIG | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6565 SKYLINE BLVD | AddressLine1Txt |
| City | HILLSBOROUGH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $68,277,428 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NUEVASCHOOL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1966 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | INDEPENDENT SCHOOL OPERATING FOR EDUCATIONAL PURPOSES - STUDENTS GRADES PRE-K THROUGH 12TH. | ActivityOrMissionDesc |
| Voting Members Governing Body | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 29 | VotingMembersIndependentCnt |
| Total Employee | 311 | TotalEmployeeCnt |
| Total Volunteers | 120 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $13,833,480 | PYContributionsGrantsAmt |
| CY Contributions Grants | $18,444,560 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $45,616,486 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $47,295,064 | CYProgramServiceRevenueAmt |
| PY Investment Income | $755,620 | PYInvestmentIncomeAmt |
| CY Investment Income | $472,694 | CYInvestmentIncomeAmt |
| PY Other Revenue | $351,294 | PYOtherRevenueAmt |
| CY Other Revenue | $152,370 | CYOtherRevenueAmt |
| PY Total Revenue | $60,556,880 | PYTotalRevenueAmt |
| CY Total Revenue | $66,364,688 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,975,265 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,987,862 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $26,521,955 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $27,127,572 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,251,637 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $20,742,889 | PYOtherExpensesAmt |
| CY Other Expenses | $18,532,614 | CYOtherExpensesAmt |
| PY Total Expenses | $52,240,109 | PYTotalExpensesAmt |
| CY Total Expenses | $50,648,048 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $8,316,771 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $15,716,640 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $225,889,762 | TotalAssetsBOYAmt |
| Total Assets EOY | $241,559,050 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $92,167,572 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $88,896,666 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $133,722,190 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $152,662,384 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | OUR SCHOOL COMMUNITY INSPIRES PASSION FOR LIFELONG LEARNING, FOSTERS SOCIAL AND EMOTIONAL ACUITY AND DEVELOPS THE STUDENT'S IMAGINATIVE MIND. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $37,904,033 | ExpenseAmt |
| Grant | $4,987,862 | GrantAmt |
| Revenue | $47,295,064 | RevenueAmt |
| Desc | SEE SCHEDULE O. | Desc |
| Total Program Service Expenses | $37,904,033 | 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 | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 148 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 311 | 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 |
| 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 | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 29 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MYNA CHIEM BRETT DYER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6503504600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 131 E 28TH AVENUE | AddressLine1Txt |
| City | SAN MATEO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94403 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (38 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 |
|---|---|---|---|---|---|---|---|---|
| BRUCE COZADD | ||||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KATHLEEN DONOHUE | ||||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| GERALD RISK | ||||||||
| VICE CHAIR & TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LEON KUAN | ||||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ART HEIDRICH | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BONNIE FOUGHT | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID COWN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DERRICK BOLTON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| FARZAD ZOD NAZEM | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HOON CHO | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES ISAACS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JANET CHESTON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOE KRAUS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KAREN PACE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KAT ALFOND | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN LYNCH | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KRISTINA PHIPPS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY HYNES | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHELLE SANDBERG | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JODY SIEVERS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARC TARPENNING | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARA WALLACE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANN WILSON GREEN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MEI CHEN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PAJU KAUL | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RICK HOLMSTROM | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RIE HIRABARU | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT FRANK | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN BARNES | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ZACK HERLICK | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TERRY LEE | ||||||||
| ASSOCIATE HEAD OF SCHOOL | 40.00 | Yes (X) | $464,416 | $0 | $24,750 | |||
| LEE FERTIG | ||||||||
| HEAD OF SCHOOL | 40.00 | Yes (X) | $237,826 | $0 | $37,732 | |||
| JOHN GAVIN BRADLEY | ||||||||
| DIRECTOR OF COLLEGE COUNSELING | 40.00 | $211,986 | $0 | $7,968 | Yes (X) | |||
| JOSEPH CHEESEMAN | ||||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | $197,542 | $0 | $7,968 | Yes (X) | |||
| TARYN GROGAN | ||||||||
| DIRECTOR OF ADMISSION | 40.00 | $178,710 | $0 | $7,968 | Yes (X) | |||
| ELIZABETH ROSSINI | ||||||||
| DIRECTOR OF TEACHING & LEARNING | 40.00 | $161,193 | $0 | $25,344 | Yes (X) | |||
| LIZA RAYNAL | ||||||||
| UPPER SCHOOL DIVISION HEAD | 40.00 | $158,250 | $0 | $40,344 | Yes (X) | |||
| DIANE ROSENBERG | ||||||||
| FORMER HEAD OF SCHOOL | 40.00 | $669,241 | $0 | $33,333 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,279,164 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $185,407 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 41 | 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 |
|---|---|---|---|---|---|
| WL BUTLER | |||||
| 1629 MAIN STREET | REDWOOD | CA | 94955 | CONSTRUCTION SERVICES | $15,648,779 |
| SERVICE BY MEDALLION | |||||
| 411 CLYDE AVENUE | MOUNTAIN VIEW | CA | 94043 | JANITORIAL SERVICES | $1,458,148 |
| EPICUREAN GROUP | |||||
| 111 MAIN STREET 3 | LOS ALTOS | CA | 94022 | CATERING & SPECIAL EVENTS SER. | $922,809 |
| CAGWIN & DORWARD | |||||
| PO BOX 6004 | PETALUMA | CA | 94954 | LANDSCAPE MAINTENANCE, CONSTRUCTION & TR | $715,545 |
| PRO GUARD SECURITY SERVICES | |||||
| 300 MONTGOMERY ST 813 | SAN FRANCISCO | CA | 94104 | SECURITY SERVICES | $698,813 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 14 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,233,128 | FundraisingAmt |
| Government Grants | $4,195,100 | GovernmentGrantsAmt |
| All Other Contributions | $13,016,332 | AllOtherContributionsAmt |
| Noncash Contributions | $1,272,164 | NoncashContributionsAmt |
| Total Contributions | $18,444,560 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611710 | $45,497,811 | $45,497,811 |
| TUTORING, MUSIC AND OTHER CLASSES | 611710 | $652,617 | $652,617 |
| SUMMER PROGRAM REVENUE | 611710 | $489,713 | $489,713 |
| LUNCH PROGRAM REVENUE | 611710 | $273,960 | $273,960 |
| STUDENT TRANSPORTATION REVENUE | 611710 | $48,389 | $48,389 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $332,574 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $332,574 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $47,295,064 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $462,144 | TotalRevenueColumnAmt |
| Exclusion | $462,144 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,813,745 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,803,195 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,550 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,550 | TotalRevenueColumnAmt |
| Exclusion | $10,550 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $261,915 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,233,128 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $109,545 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $152,370 | TotalRevenueColumnAmt |
| Exclusion | $152,370 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $66,364,688 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $47,295,064 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $625,064 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,987,862 | TotalAmt |
| Program Services | $4,987,862 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,167,093 | TotalAmt |
| Management And General | $1,167,093 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,421,716 | TotalAmt |
| Program Services | $16,674,472 | ProgramServicesAmt |
| Management And General | $3,126,653 | ManagementAndGeneralAmt |
| Fundraising | $620,591 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $530,026 | TotalAmt |
| Program Services | $310,507 | ProgramServicesAmt |
| Management And General | $208,072 | ManagementAndGeneralAmt |
| Fundraising | $11,447 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,008,737 | TotalAmt |
| Program Services | $3,865,531 | ProgramServicesAmt |
| Management And General | $1,000,014 | ManagementAndGeneralAmt |
| Fundraising | $143,192 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,868 | TotalAmt |
| Management And General | $37,868 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,050 | TotalAmt |
| Management And General | $68,050 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,435,127 | TotalAmt |
| Program Services | $2,822,898 | ProgramServicesAmt |
| Management And General | $1,388,928 | ManagementAndGeneralAmt |
| Fundraising | $223,301 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $287,835 | TotalAmt |
| Program Services | $148,948 | ProgramServicesAmt |
| Management And General | $129,275 | ManagementAndGeneralAmt |
| Fundraising | $9,612 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $271,472 | TotalAmt |
| Program Services | $148,024 | ProgramServicesAmt |
| Management And General | $113,857 | ManagementAndGeneralAmt |
| Fundraising | $9,591 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,384,740 | TotalAmt |
| Program Services | $811,227 | ProgramServicesAmt |
| Management And General | $543,606 | ManagementAndGeneralAmt |
| Fundraising | $29,907 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,649,841 | TotalAmt |
| Program Services | $966,532 | ProgramServicesAmt |
| Management And General | $647,677 | ManagementAndGeneralAmt |
| Fundraising | $35,632 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,463 | TotalAmt |
| Program Services | $77,582 | ProgramServicesAmt |
| Management And General | $14,156 | ManagementAndGeneralAmt |
| Fundraising | $725 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,289,592 | TotalAmt |
| Program Services | $755,486 | ProgramServicesAmt |
| Management And General | $506,254 | ManagementAndGeneralAmt |
| Fundraising | $27,852 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,255,796 | TotalAmt |
| Program Services | $2,493,187 | ProgramServicesAmt |
| Management And General | $1,670,695 | ManagementAndGeneralAmt |
| Fundraising | $91,914 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $268,713 | TotalAmt |
| Program Services | $157,421 | ProgramServicesAmt |
| Management And General | $105,489 | ManagementAndGeneralAmt |
| Fundraising | $5,803 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| LUNCH PROGRAM | $985,768 | $985,768 |
| INSTRUCTIONAL EXPENSE | $870,057 | $870,057 |
| STUDENT TRANSPORTATION | $435,540 | $435,540 |
| CURRICULAR TRIP EXPENSE | $251,839 | $251,839 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,947,913 | TotalAmt |
| Program Services | $1,141,152 | ProgramServicesAmt |
| Management And General | $764,691 | ManagementAndGeneralAmt |
| Fundraising | $42,070 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,648,048 | TotalAmt |
| Program Services | $37,904,033 | ProgramServicesAmt |
| Management And General | $11,492,378 | ManagementAndGeneralAmt |
| Fundraising | $1,251,637 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,442,598 | BOYAmt |
| EOY | $780,174 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,101,255 | BOYAmt |
| EOY | $44,023,449 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,264,682 | BOYAmt |
| EOY | $3,654,917 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,789,429 | BOYAmt |
| EOY | $14,949,261 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,549,276 | BOYAmt |
| EOY | $1,022,487 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $195,074,852 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $36,663,667 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,204,176 | BOYAmt |
| EOY | $158,411,185 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,879,910 | BOYAmt |
| EOY | $17,127,451 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,658,436 | BOYAmt |
| EOY | $1,590,126 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $225,889,762 | BOYAmt |
| EOY | $241,559,050 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,794,490 | BOYAmt |
| EOY | $5,454,755 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,018,119 | BOYAmt |
| EOY | $45,274,330 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,005,730 | BOYAmt |
| EOY | $35,092,854 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,154,133 | BOYAmt |
| EOY | $3,074,727 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,195,100 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,167,572 | BOYAmt |
| EOY | $88,896,666 | 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 | $81,977,719 | BOYAmt |
| EOY | $117,862,952 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,744,471 | BOYAmt |
| EOY | $34,799,432 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,722,190 | BOYAmt |
| EOY | $152,662,384 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $225,889,762 | BOYAmt |
| EOY | $241,559,050 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $15,716,640 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,223,554 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,577,227 | BeginningYearBalanceAmt |
| Contributions | $1,555,166 | ContributionsAmt |
| Investment Earnings Or Losses | $3,516,548 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $18,648,941 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,429,455 | BeginningYearBalanceAmt |
| Contributions | $822,515 | ContributionsAmt |
| Investment Earnings Or Losses | $325,257 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $13,577,227 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,347,251 | BeginningYearBalanceAmt |
| Contributions | $1,520,638 | ContributionsAmt |
| Investment Earnings Or Losses | $561,566 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $12,429,455 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,626,298 | BeginningYearBalanceAmt |
| Contributions | $8,550 | ContributionsAmt |
| Investment Earnings Or Losses | $712,403 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $10,347,251 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,737,692 | BeginningYearBalanceAmt |
| Contributions | $6,550 | ContributionsAmt |
| Investment Earnings Or Losses | $882,056 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $9,626,298 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.14470 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.66300 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.19230 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,249,513 | OtherCostOrOtherBasisAmt |
| Book Value | $22,249,513 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $159,199,709 | OtherCostOrOtherBasisAmt |
| Depreciation | $28,382,238 | DepreciationAmt |
| Book Value | $130,817,471 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,307,266 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,281,429 | DepreciationAmt |
| Book Value | $1,025,837 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,318,364 | OtherCostOrOtherBasisAmt |
| Book Value | $4,318,364 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $158,411,185 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $64,600,380 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,223,554 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $3,223,554 | RevenueNotReportedAmt |
| Revenue Subtotal | $61,376,826 | RevenueSubtotalAmt |
| Other Revenues Not Included | $4,987,862 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $4,987,862 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $66,364,688 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $45,660,186 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $45,660,186 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $4,987,862 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $4,987,862 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $50,648,048 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE SCHOOL BUDGETS A PORTION OF THE ENDOWMENT INVESTMENT INCOME TO HELP FUND THE OPERATIONS OF THE SCHOOL. THE SCHOOL'S SPENDING POLICY ALLOWS FOR ANNUAL TRANSFERS UP TO 7% OF THE PORTFOLIO VALUE, WHERE THE PORTFOLIO VALUE IS DETERMINED BASED ON AN AVERAGE OF THE PRECEDING 12 QUARTER PORTFOLIO MARKET VALUES AT THE END OF EACH PERIOD. THE SCHOOL EXPECTS THE CURRENT SPENDING POLICY TO ALLOW ITS ENDOWMENT TO GROW AT A REASONABLE PREMIUM OVER INFLATION ANNUALLY. |
| PART X, LINE 2: | THE SCHOOL IS A TAX EXEMPT ORGANIZATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND THE CALIFORNIA TAX CODE. MANAGEMENT EVALUATED THE SCHOOL'S TAX POSITIONS AND CONCLUDED THAT THE SCHOOL HAD MAINTAINED ITS TAX-EXEMPT STATUS AND HAD NOT TAKEN 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 4B - OTHER ADJUSTMENTS: | FINANCIAL AID AWARDS NETTED AGAINST TUITION 4,987,862. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID AWARDS NETTED AGAINST TUITION 4,987,862. |
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 | Yes (1) | 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 | THE SCHOOL PUBLISHES ITS NONDISCRIMINATORY POLICY ANNUALLY IN THE SF CHRONICLE. THE FOLLOWING STATEMENT IS USED IN ALL PUBLICATIONS AND ON THE SCHOOL'S WEBSITE AS OF MAY 2022: "THE NUEVA SCHOOL ADMITS STUDENTS OF ANY RACE, COLOR, NATIONAL AND ETHNIC ORIGIN, GENDER, SEXUAL ORIENTATION, OR RELIGIOUS AFFILIATION TO ALL RIGHTS, PRIVILEGES, PROGRAMS, AND ACTIVITIES GENERALLY ACCORDED OR MADE AVAILABLE TO STUDENTS AT THE SCHOOL. NUEVA DOES NOT DISCRIMINATE ON THE BASIS OF THESE FACTORS IN THE ADMINISTRATION OF ITS EDUCATIONAL POLICIES, ADMISSIONS POLICIES, FINANCIAL AWARD PROGRAMS, OR ATHLETIC AND OTHER SCHOOL-ADMINISTERED PROGRAMS." | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BENEFIT AUCTION | Event1Nm |
| Gross Receipts Event1 | $1,495,043 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,233,128 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $261,915 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $12,750 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $17,856 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $47,514 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $31,425 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $1,495,043 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,233,128 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $261,915 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $12,750 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $17,856 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $47,514 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $31,425 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $109,545 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $152,370 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FINANCIAL AID AND ADDITIONAL AID FOR SELECTED SCHOOL RELATED EXPENSES BEYOND TUITION AND FEES | GrantTypeTxt |
| Recipient | 169 | RecipientCnt |
| Cash Grant | $4,987,862 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | INDIVIDUAL AMOUNTS ARE DETERMINED BY HEAD OF SCHOOL, ASSOCIATE HEAD OF SCHOOL, DIRECTOR OF FINANCE, AND DIRECTOR OF ADMISSIONS. TOTAL BUDGET AMOUNT IS APPROVED BY BOARD. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| 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 | Yes (1) | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DIANE ROSENBERG | ||||||||||||||
| FORMER HEAD OF SCHOOL | $358,631 | $0 | $0 | $0 | $310,610 | $0 | $11,500 | $0 | $21,833 | $0 | $702,574 | $0 | $0 | $0 |
| TERRY LEE | ||||||||||||||
| ASSOCIATE HEAD OF SCHOOL | $365,579 | $0 | $0 | $0 | $98,837 | $0 | $14,250 | $0 | $10,500 | $0 | $489,166 | $0 | $0 | $0 |
| LEE FERTIG | ||||||||||||||
| HEAD OF SCHOOL | $225,326 | $0 | $0 | $0 | $12,500 | $0 | $6,250 | $0 | $31,482 | $0 | $275,558 | $0 | $0 | $0 |
| JOHN GAVIN BRADLEY | ||||||||||||||
| DIRECTOR OF COLLEGE COUNSELING | $175,986 | $0 | $0 | $0 | $36,000 | $0 | $0 | $0 | $7,968 | $0 | $219,954 | $0 | $0 | $0 |
| JOSEPH CHEESEMAN | ||||||||||||||
| DIRECTOR OF DEVELOPMENT | $180,202 | $0 | $0 | $0 | $17,340 | $0 | $0 | $0 | $7,968 | $0 | $205,510 | $0 | $0 | $0 |
| LIZA RAYNAL | ||||||||||||||
| UPPER SCHOOL DIVISION HEAD | $151,030 | $0 | $0 | $0 | $7,220 | $0 | $0 | $0 | $40,344 | $0 | $198,594 | $0 | $0 | $0 |
| TARYN GROGAN | ||||||||||||||
| DIRECTOR OF ADMISSION | $169,972 | $0 | $0 | $0 | $8,738 | $0 | $0 | $0 | $7,968 | $0 | $186,678 | $0 | $0 | $0 |
| ELIZABETH ROSSINI | ||||||||||||||
| DIRECTOR OF TEACHING & LEARNING | $155,922 | $0 | $0 | $0 | $5,271 | $0 | $0 | $0 | $25,344 | $0 | $186,537 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | DIANE ROSENBERG IS REQUIRED TO LIVE IN A SCHOOL-OWNED HOUSE AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF THE SCHOOL. THE ANNUAL FAIR MARKET VALUE WAS NOT TREATED AS TAXABLE COMPENSATION. LEE FERTIG IS REQUIRED TO LIVE IN A SCHOOL-OWNED HOUSE AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF THE SCHOOL. THE ANNUAL FAIR MARKET VALUE WAS NOT TREATED AS TAXABLE COMPENSATION. ELIZABETH ROSSINI IS REQUIRED TO LIVE IN A SCHOOL-OWNED HOUSE AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF THE SCHOOL. THE ANNUAL FAIR MARKET VALUE WAS NOT TREATED AS TAXABLE COMPENSATION. LIZA RAYNAL IS REQUIRED TO LIVE IN A SCHOOL-OWNED HOUSE AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF THE SCHOOL. THE ANNUAL FAIR MARKET VALUE WAS NOT TREATED AS TAXABLE COMPENSATION. JOHN GAVIN BRADLEY RECEIVED HOUSING ALLOWANCES WHICH WERE TREATED AS TAXABLE COMPENSATION. JOSEPH CHEESEMAN RECEIVED HOUSING ALLOWANCES WHICH WERE TREATED AS TAXABLE COMPENSATION. |
| PART I, LINE 4B | DIANE ROSENBERG RECEIVED $310,610 SECTION 457(F) RETIREMENT PLAN DISTRIBUTIONS. TERRY LEE RECEIVED $98,837 SECTION 457(F) RETIREMENT PLAN DISTRIBUTIONS. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA MUNICIPAL FINANCE AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 201563466 | BondIssuerEIN |
| CUSIP | 000000000 | CUSIPNum |
| Bond Issued | 2012-12-01 | BondIssuedDt |
| Issue Price | $40,000,000 | IssuePriceAmt |
| Purpose | CONSTRUCTION OF UPPER SCHOOL FACILITY | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $40,000,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $274,108 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $39,725,892 | CapitalExpendituresAmt |
| Substantial Completion | 2014 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | 0 | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE K, PART IV, LINE 2C: | FormAndLineReferenceDesc |
| Explanation | REBATE COMPUTATION WAS NOT PERFORMED SINCE THE ISSUE IS NOT AN ARBITRAGE BOND. | ExplanationTxt |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (2 entries)
| Cash GrantCashGrantAmt | Type Of AssistanceTypeOfAssistanceTxt | Assistance PurposeAssistancePurposeTxt |
|---|---|---|
| $61,275 | FIN AWARD | TUITION |
| $19,280 | REMISSION | TUITION |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 56 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,272,164 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER OF CONTRIBUTIONS REFLECTS THE NUMBER OF DONORS, NOT THE NUMBER OF ITEMS DONATED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 3 | WE TRANSITIONED IN AUGUST AND IN SEPTEMBER 2020. PK STARTED ONSITE IN PERSON, FOLLOWED BY OTHER PARTS OF LOWER SCHOOL, AND THEN EVENTUALLY MIDDLE SCHOOL AND UPPER SCHOOL. |
| FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS: | THE NUEVA SCHOOL, AN INTERNATIONALLY RECOGNIZED, NONPROFIT, INDEPENDENT DAY SCHOOL, HAS SERVED GIFTED AND TALENTED LEARNERS SINCE 1967. TODAY, NUEVA SERVES APPROXIMATELY 960 STUDENTS PREK-12. NUEVA IS LOCATED IN THE NEIGHBORING TOWNS OF HILLSBOROUGH AND SAN MATEO, EQUIDISTANT BETWEEN SAN FRANCISCO AND SILICON VALLEY, SERVING SIX DIFFERENT COUNTIES THROUGHOUT THE BAY AREA OF NORTHERN CALIFORNIA. A CONSTRUCTIVIST SCHOOL, NUEVA IS KNOWN FOR ITS DISTINCTIVE INQUIRY-BASED INTERDISCIPLINARY STUDIES, PROJECT-BASED LEARNING, AND PIONEERING WORK IN SOCIAL-EMOTIONAL LEARNING AND DESIGN THINKING. THE NUEVA COMMUNITY INSTILLS A PASSION FOR LIFELONG LEARNING, FOSTERS SOCIAL AND EMOTIONAL ACUITY, AND DEVELOPS THE IMAGINATIVE MIND. OUR SCHOOL HAS RECEIVED THE US DEPARTMENT OF EDUCATION NATIONAL BLUE RIBBON AWARD AND THE AMERICAN INSTITUTE OF ARCHITECTS AWARD FOR SCHOOL DESIGN AND SUSTAINABILITY, HAS BEEN RECOGNIZED AS AN APPLE DISTINGUISHED PROGRAM AND APPOINTED AN ASHOKA CHANGEMAKER SCHOOL, CO-FOUNDED THE COMMON GROUND SPEAKER SERIES, HOSTS THE BIENNIAL INNOVATIVE LEARNING CONFERENCE, AND WAS HIGHLIGHTED BY THE PULITZER PRIZEWINNING AND NEW YORK TIMES BEST-SELLING AUTHOR THOMAS FRIEDMAN IN HIS BOOK "THAT USED TO BE US" IN THE CHAPTER "AVERAGE IS OVER." |
| FORM 990, PART VI, SECTION B, LINE 11B | THE ORGANIZATION'S ACCOUNTING FIRM PREPARED A DRAFT OF THE FORM 990 (USING AUDITED FINANCIALS AND OTHER INFORMATION PROVIDED BY THE ORGANIZATION) AND PROVIDED TO THE CONTROLLER FOR REVIEW. THE DIRECTOR OF FINANCE AND ASSOCIATE HEAD OF SCHOOL REVIEWED AND THEN FORWARDED TO THE HEAD OF THE SCHOOL, FINANCE COMMITTEE CO-CHAIRS, BOARD EXECUTIVE COMMITTEE, AND THEN THE REST OF THE BOARD REVIEWED PRIOR TO FILING. QUESTIONS WERE ADDRESSED PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE NUEVA SCHOOL CONFLICT OF INTEREST POLICY COVERS ITS TRUSTEES, HEAD OF SCHOOL, OFFICERS AND ALL EMPLOYEES OF THE SCHOOL. IT REQUIRES INDIVIDUALS TO DISCLOSE TO THE CHAIR OF THE BOARD OF TRUSTEES AND THE HEAD OF SCHOOL EXISTENCE OF ANY FINANCIAL OR COMPETITIVE INTEREST THAT MAY GIVE RISE TO A CONFLICT OF INTEREST. ADDITIONALLY, THE HEAD OF SCHOOL AND THE ASSOCIATE HEAD OF SCHOOL WILL MONITOR PROPOSED OR ONGOING TRANSACTIONS FOR POTENTIAL CONFLICT OF INTEREST AND DISCLOSE THEM TO THE CHAIR OF THE BOARD OF TRUSTEES. A PERSON WHO REPORTS OR IS DISCLOSED AS HAVING A CONFLICT OF INTEREST MAY BE REQUIRED TO BE DISQUALIFIED FROM PARTICIPATING IN RELATED DISCUSSION OR DECISION. THIS POLICY IS DISCUSSED EACH YEAR AT A BOARD OF TRUSTEES MEETING, WHERE INDIVIDUALS WITH POTENTIAL CONFLICTS ARE ENCOURAGED TO DISCLOSE ANY POTENTIAL CONFLICTS TO THE HEAD OF SCHOOL AND THE CHAIR OF THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD COMPENSATION COMMITTEE ENGAGED AN INDEPENDENT COMPENSATION CONSULTANT PERIODICALLY TO OBTAIN BENCHMARK DATA, AND ASSESS THE APPROPRIATE LEVEL OF COMPENSATION FOR THE HEAD OF SCHOOL AND ASSOCIATE HEAD OF SCHOOL. THE SCHOOL ALSO PREPARED BENCHMARK DATA AVAILABLE FROM CAL-ISBOA, CAIS, AND NAIS SURVEYS FOR COMPENSATION COMMITTEE REVIEW. |
| FORM 990, PART VI, SECTION C, LINE 19 | AUDITED FINANCIALS, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF TIME SET FORTH IN SEC. 6104(D). |
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