CARLTHORP SCHOOL: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CARLTHORP SCHOOL (EIN 95-3512203)
- Tax period
- 2023-09-01 to 2024-08-31
- Filed
- 2025-07-15
- IRS object ID
- 202501969349302305
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-15T13:58:53-05:00 | ReturnTs |
| Tax Period End | 2024-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2210 EAST ROUTE 66 | AddressLine1Txt |
| City | GLENDORA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91740 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953512203 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARLTHORP SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARL | BusinessNameControlTxt |
| Phone | 3104511332 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 438 SAN VICENTE BLVD | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90402 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETH PARR | PersonNm |
| Person Title | DIRECTOR OF FINANCE AND OPERATIONS | PersonTitleTxt |
| Phone | 3104511332 | PhoneNum |
| Signature | 2025-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CASIE ZWAHLEN CPA | PreparerPersonNm |
| PTIN | P02291311 | PTIN |
| Phone | 6268577300 | PhoneNum |
| Preparation | 2025-07-15 | PreparationDt |
| 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 | KENNETH PARR | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 438 SAN VICENTE BLVD | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $21,805,193 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CARLTHORP.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1939 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | INDEPENDENT NONPROFIT DAY SCHOOL FOR CHILDREN IN GRADES K-6. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 111 | TotalEmployeeCnt |
| Total Volunteers | 110 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,476,984 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,808,435 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $10,587,560 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $11,343,767 | CYProgramServiceRevenueAmt |
| PY Investment Income | $935,982 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,534,825 | CYInvestmentIncomeAmt |
| PY Other Revenue | $83,249 | PYOtherRevenueAmt |
| CY Other Revenue | $560,356 | CYOtherRevenueAmt |
| PY Total Revenue | $14,083,775 | PYTotalRevenueAmt |
| CY Total Revenue | $21,247,383 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $419,985 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $647,378 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,666,595 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $10,574,586 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $541,268 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,899,103 | PYOtherExpensesAmt |
| CY Other Expenses | $3,403,940 | CYOtherExpensesAmt |
| PY Total Expenses | $12,985,683 | PYTotalExpensesAmt |
| CY Total Expenses | $14,625,904 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,098,092 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,621,479 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $49,647,820 | TotalAssetsBOYAmt |
| Total Assets EOY | $61,006,469 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $9,573,427 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,859,794 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $40,074,393 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $51,146,675 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | CARLTHORP SCHOOL IS AN INDEPENDENT, NONPROFIT DAY SCHOOL FOR CHILDREN IN GRADES K-6. CARLTHORP SCHOOL PROVIDES A STRONG ACADEMIC FOUNDATION IN A DIVERSE AND NURTURING SCHOOL COMMUNITY THAT EMPHASIZES TRADITIONAL VALUES, DISCIPLINED WORK HABITS, AND EXCELLENCE IN ORDER TO PREPARE OUR STUDENTS TO ACHIEVE THEIR HIGHEST POTENTIAL IN EDUCATION AND LIFE.CARLTHORP SCHOOL, ESTABLISHED IN 1939, IS THE OLDEST INDEPENDENT SCHOOL IN SANTA MONICA. THOUGH THE BREADTH OF OUR CURRICULUM HAS RADICALLY EXPANDED IN THE LAST 86 YEARS, OUR BASIC PHILOSOPHY REMAINS THE SAME. WE FOCUS ON THE CHILD AS A WHOLE, HELPING THE CHILD TO GROW ACADEMICALLY, SOCIALLY, AND ETHICALLY - ALL WITHIN THE FRAMEWORK OF A TRADITIONALLY ACADEMIC SCHOOL. THE SCHOOL'S TRADITIONAL APPROACH TO EDUCATION, COUPLED WITH POSITIVE REINFORCEMENT IN A CARING WHOLESOME ENVIRONMENT PREPARES CHILDREN TO EXCEL IN TODAY'S COMPETITIVE SOCIETY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $12,145,171 | ExpenseAmt |
| Grant | $647,378 | GrantAmt |
| Revenue | $11,343,767 | RevenueAmt |
| Desc | CARLTHORP SCHOOL IS ACCREDITED BY THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS, THE CALIFORNIA ASSOCIATION OF INDEPENDENT SCHOOLS AND THE WESTERN ASSOCIATION OF SCHOOLS AND COLLEGES. CARLTHORP SCHOOL RECEIVED THE "NO CHILD LEFT BEHIND" NATIONAL BLUE RIBBON OF EXCELLENCE AWARD. 100% OF CARLTHORP SCHOOL'S 2024 GRADUATING CLASSES ATTEND THE SECONDARY SCHOOL OF THEIR FIRST CHOICE.THE SCHOOL IS TRADITIONALLY AND ACADEMICALLY ORIENTED. THE CURRICULUM IS WELL-ROUNDED AND A SOLID ACADEMIC FOUNDATION IN MATH, READING, AND ENGLISH IS STRESSED. TEACHERS UTILIZE DIVERSE TEACHING MODALITIES AND STRATEGIES. WITH TWO CLASSES AT EACH GRADE LEVEL OF 20 STUDENTS IN EACH CLASS, EACH STUDENT FROM KINDERGARTEN THROUGH SIXTH GRADE RECEIVED INDIVIDUAL ATTENTION. THOROUGHNESS, ACCURACY AND RESPONSIBILITY ARE STRESSED IN ALL SCHOOLWORK, AND SPECIAL ATTENTION IS GIVEN TO NECESSARY PREPARATION FOR ENTRANCE TO PUBLIC AND PRIVATE SECONDARY SCHOOLS. DURING THE 2023-24 SCHOOL YEAR, THE SCHOOL SERVED APPROXIMATELY 280 STUDENTS. | Desc |
| Total Program Service Expenses | $12,145,171 | 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 | Yes (1) | 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 | 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 | Yes (1) | 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 | 47 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 111 | 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 | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | 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 | 0 | 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 | KEN PARR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3104511332 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 438 SAN VICENTE BOULEVARD | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90402 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 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 |
|---|---|---|---|---|---|---|---|
| NOLA RAE CRONAN | |||||||
| HEAD OF SCHOOL | 40.00 | Yes (X) | Yes (X) | $440,269 | $0 | $54,298 | |
| AARON LEWIS | |||||||
| BOARD CHAIR | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOSHUA BERTMAN | |||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL BUNDY | |||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| SUBHA CHUDGAR | |||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| STEFANIE HUIE | |||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| TIMOTHY JACKMAN | |||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| JARRED KENNEDY | |||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| SHERMAN MA | |||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| MARK MCKEE | |||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| DOROTHY MENZIES | |||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| CARA MORENO | |||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| KERRY O'NEILL | |||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| ELLEN SCHWARZMAN | |||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| VARUN SONI | |||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| HANNAH TAYLOR SKVARLA | |||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| KENNETH PARR | |||||||
| SECRETARY/TREASURER | 40.00 | Yes (X) | $261,281 | $0 | $89,702 | ||
| STEVEN SPRINGER | |||||||
| ASSOCIATE HEAD OF SCHOOL | 40.00 | $302,229 | $0 | $55,387 | Yes (X) | ||
| AMANDA SASSO | |||||||
| DEAN OF ACADEMICS | 40.00 | $189,633 | $0 | $20,284 | Yes (X) | ||
| STEPHEN MILICH | |||||||
| DIRECTOR OF ADMISSIONS | 40.00 | $192,975 | $0 | $23,618 | Yes (X) | ||
| MAUREEN POLLACK | |||||||
| DIRECTOR OF ADVANCEMENT | 40.00 | $186,458 | $0 | $21,431 | Yes (X) | ||
| ANDRE MORRIS | |||||||
| HEAD OF SCIENCE, INNOVATION & SPECIAL PROGRAMS | 40.00 | $140,057 | $0 | $17,129 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,712,902 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $281,849 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 22 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $299,353 | FundraisingAmt |
| All Other Contributions | $7,509,082 | AllOtherContributionsAmt |
| Noncash Contributions | $521,034 | NoncashContributionsAmt |
| Total Contributions | $7,808,435 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION/TUTORING FEES | 611600 | $10,906,700 | $10,906,700 |
| WORKSHOPS AND ACTIVITIES | 611710 | $437,067 | $437,067 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $11,343,767 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,534,825 | TotalRevenueColumnAmt |
| Exclusion | $1,534,825 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $421,541 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $216,807 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $204,734 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $204,734 | TotalRevenueColumnAmt |
| Exclusion | $204,734 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $658,393 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $299,353 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $341,003 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $317,390 | TotalRevenueColumnAmt |
| Exclusion | $317,390 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $32,671 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $32,671 | TotalRevenueColumnAmt |
| Exclusion | $32,671 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $5,561 | TotalRevenueColumnAmt |
| Exclusion | $5,561 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $5,561 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,247,383 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,343,767 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,095,181 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $647,378 | TotalAmt |
| Program Services | $647,378 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $915,465 | TotalAmt |
| Program Services | $271,137 | ProgramServicesAmt |
| Management And General | $515,462 | ManagementAndGeneralAmt |
| Fundraising | $128,866 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,811,373 | TotalAmt |
| Program Services | $6,821,673 | ProgramServicesAmt |
| Management And General | $691,635 | ManagementAndGeneralAmt |
| Fundraising | $298,065 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $319,389 | TotalAmt |
| Program Services | $285,049 | ProgramServicesAmt |
| Management And General | $23,244 | ManagementAndGeneralAmt |
| Fundraising | $11,096 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $886,270 | TotalAmt |
| Program Services | $800,397 | ProgramServicesAmt |
| Management And General | $56,758 | ManagementAndGeneralAmt |
| Fundraising | $29,115 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $642,089 | TotalAmt |
| Program Services | $534,216 | ProgramServicesAmt |
| Management And General | $78,661 | ManagementAndGeneralAmt |
| Fundraising | $29,212 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,752 | TotalAmt |
| Management And General | $90,752 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,300 | TotalAmt |
| Management And General | $27,300 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $190,356 | TotalAmt |
| Program Services | $123,637 | ProgramServicesAmt |
| Management And General | $66,719 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,032 | TotalAmt |
| Management And General | $49,032 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $172,870 | TotalAmt |
| Program Services | $66,091 | ProgramServicesAmt |
| Management And General | $81,214 | ManagementAndGeneralAmt |
| Fundraising | $25,565 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,513 | TotalAmt |
| Program Services | $129,161 | ProgramServicesAmt |
| Management And General | $14,352 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,752 | TotalAmt |
| Program Services | $60,977 | ProgramServicesAmt |
| Management And General | $6,775 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,569 | TotalAmt |
| Management And General | $68,569 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,724 | TotalAmt |
| Program Services | $112,724 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $683,251 | TotalAmt |
| Program Services | $614,926 | ProgramServicesAmt |
| Management And General | $68,325 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217,307 | TotalAmt |
| Program Services | $195,576 | ProgramServicesAmt |
| Management And General | $21,731 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| AUXILIARY PROGRAMS EXPE | $502,271 | $502,271 | |
| REPAIRS AND MAINTENANCE | $409,150 | $368,235 | $40,915 |
| PROGRAM ACTIVITIES | $316,954 | $316,954 | |
| CLASSROOM SUPPLIES | $256,313 | $256,313 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,826 | TotalAmt |
| Program Services | $38,456 | ProgramServicesAmt |
| Management And General | $38,021 | ManagementAndGeneralAmt |
| Fundraising | $19,349 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,625,904 | TotalAmt |
| Program Services | $12,145,171 | ProgramServicesAmt |
| Management And General | $1,939,465 | ManagementAndGeneralAmt |
| Fundraising | $541,268 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $236,316 | BOYAmt |
| EOY | $544,892 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,118,182 | BOYAmt |
| EOY | $18,639,603 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $149,628 | BOYAmt |
| EOY | $180,507 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $344,169 | BOYAmt |
| EOY | $402,671 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $23,115,263 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,967,382 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,837,729 | BOYAmt |
| EOY | $17,147,881 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,961,796 | BOYAmt |
| EOY | $24,090,915 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,647,820 | BOYAmt |
| EOY | $61,006,469 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $493,656 | BOYAmt |
| EOY | $610,906 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,079,771 | BOYAmt |
| EOY | $9,248,888 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,573,427 | BOYAmt |
| EOY | $9,859,794 | 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 | $37,526,563 | BOYAmt |
| EOY | $48,137,097 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,547,830 | BOYAmt |
| EOY | $3,009,578 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,074,393 | BOYAmt |
| EOY | $51,146,675 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,647,820 | BOYAmt |
| EOY | $61,006,469 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $6,621,479 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,450,803 | 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 | $28,973,651 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $19,627,109 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $12,456,170 | OtherExpendituresAmt |
| End Year Balance | $36,144,590 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,242,912 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,730,739 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $28,973,651 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,627,720 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$2,384,808 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $26,242,912 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,763,694 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $4,864,026 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $28,627,720 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,203,403 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3,088,345 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,528,054 | OtherExpendituresAmt |
| End Year Balance | $23,763,694 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.97325 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.02675 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,676,410 | OtherCostOrOtherBasisAmt |
| Book Value | $10,676,410 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,200,812 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,510,107 | DepreciationAmt |
| Book Value | $5,690,705 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $885,453 | OtherCostOrOtherBasisAmt |
| Depreciation | $347,439 | DepreciationAmt |
| Book Value | $538,014 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $352,588 | OtherCostOrOtherBasisAmt |
| Depreciation | $109,836 | DepreciationAmt |
| Book Value | $242,752 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $17,147,881 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $25,050,808 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $4,450,803 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $4,450,803 | RevenueNotReportedAmt |
| Revenue Subtotal | $20,600,005 | RevenueSubtotalAmt |
| Other Revenues Not Included | $647,378 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $647,378 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $21,247,383 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $13,978,526 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $13,978,526 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $647,378 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $647,378 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $14,625,904 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE SCHOOLS ENDOWMENT FUNDS CONSIST OF DONOR-RESTRICTED ENDOWMENTS AND FUNDS DESIGNATED BY THE BOARD AS ENDOWMENTS. INCOME FROM DONOR-RESTRICTED ENDOWMENTS IS RESTRICTED FOR SPECIFIC PURPOSES, WITH THE EXCEPTION OF THE AMOUNTS AVAILABLE FOR GENERAL USE. DONOR-RESTRICTED ENDOWMENT FUNDS ARE NOT AVAILABLE FOR GENERAL EXPENDITURE. IN THE INTEREST OF SIMPLIFYING AND CONSOLIDATING THE REPORTING OF FUNDS WITHOUT DONOR RESTRICTIONS HELD BY THE SCHOOL, IN NOVEMBER 2019 THE BOARD MADE A DECISION TO COMBINE THE FOUNDERS FACULTY ENDOWMENT, UNRESTRICTED FUNDS, AND BOARD DESIGNATED ENDOWMENT INTO ONE FUND TITLED BOARD DESIGNATED ENDOWMENT. |
| PART X, LINE 2: | THE SCHOOL HAS RECEIVED FAVORABLE DETERMINATION LETTERS INDICATING IT IS EXEMPT FROM FEDERAL INCOME TAXES UNDER 501(C)(3) OF THE INTERNAL REVENUE CODE AND CALIFORNIA FRANCHISE TAXES UNDER SECTION 23701D OF THE CALIFORNIA REVENUE TAXATION CODE. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES PROVIDE ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ORGANIZATION IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES ALL OF THE POSITIONS TAKEN BY THE SCHOOL ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. THESE RETURNS ARE SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES GENERALLY THREE AND FOUR YEARS RESPECTIVELY, AFTER THEY ARE FILED. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 647,378. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 647,378. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | CARLTHORP SCHOOL PUBLISHES ITS NOTICE OF NON-DISCRIMINATORY POLICY TO STUDENTS THROUGH ITS OWN PUBLIC FACING WEBSITE. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SCHOLARSHIP FUNDRAISER | Event1Nm |
| Gross Receipts Event1 | $957,746 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $299,353 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $658,393 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $173,039 | NonCashPrizesEvent1Amt |
| Food And Beverage Event1 | $97,868 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $7,250 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $62,846 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $957,746 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $299,353 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $658,393 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $173,039 | NonCashPrizesTotalEventsAmt |
| Food And Beverage Total Events | $97,868 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $7,250 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $62,846 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $341,003 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $317,390 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $32,671 | GrossRevenueOtherGamingAmt |
| Volunteer Labor Other Gaming | Yes (1) | VolunteerLaborOtherGamingInd |
| Volunteer Labor Other Gaming | 1.00000 | VolunteerLaborOtherGamingPct |
| Gross Revenue Total Gaming | $32,671 | GrossRevenueTotalGamingAmt |
| Net Gaming Income Summary | $32,671 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Licensed | 0 | LicensedInd |
| Explanation If No | UNDER CALIFORNINA PENAL CODE 320.5, SECTION (H)(8), EDUCATIONAL INSTITUTIONS ARE EXEMPT FROM REGISTRATION WITH THE STATE ATTORNEY GENERAL FOR RAFFLE ACTIVITIES. | ExplanationIfNoTxt |
| License Suspended Etc | 0 | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | 0 | GamingWithNonmembersInd |
| Member Of Other Entity | 0 | MemberOfOtherEntityInd |
| Gaming Own Facility | 1.00000 | GamingOwnFacilityPct |
| Individual With Books | KEN PARR | IndividualWithBooksNm |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 438 SAN VICENTE BLVD | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | 0 | CntrctWith3rdPrtyForGameRevInd |
| Charitable Distribution Rqr | 0 | CharitableDistributionRqrInd |
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 | GrantTypeTxt |
| Recipient | 21 | RecipientCnt |
| Cash Grant | $647,378 | CashGrantAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FINANCIAL AID IS AWARDED BY CARLTHORP SCHOOL ON A NONDISCRIMINATORY BASIS AND IN ACCORDANCE WITH THE FOLLOWING PROCEDURE. APPLICANTS COMPLETE A FINANCIAL AID FORM PREPARED BY SCHOOL AND STUDENT SERVICES (SSS) OF NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS (NAIS). THE FORM IS THEN SUBMITTED TO SSS. THE SSS THEN MAKES A RECOMMENDATION TO CARLTHORP SCHOOL REGARDING THE AMOUNT OF FINANCIAL AID RECOMMENDED FOR EACH APPLICANT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NOLA RAE CRONAN | ||||||||||||||
| HEAD OF SCHOOL | $347,500 | $0 | $1,000 | $0 | $91,769 | $0 | $16,700 | $0 | $37,598 | $0 | $494,567 | $0 | $0 | $0 |
| STEVEN SPRINGER | ||||||||||||||
| ASSOCIATE HEAD OF SCHOOL | $295,188 | $0 | $1,500 | $0 | $5,541 | $0 | $16,139 | $0 | $39,248 | $0 | $357,616 | $0 | $0 | $0 |
| KENNETH PARR | ||||||||||||||
| SECRETARY/TREASURER | $229,768 | $0 | $2,775 | $0 | $28,738 | $0 | $15,661 | $0 | $74,041 | $0 | $350,983 | $0 | $0 | $0 |
| STEPHEN MILICH | ||||||||||||||
| DIRECTOR OF ADMISSIONS | $191,675 | $0 | $1,300 | $0 | $0 | $0 | $5,064 | $0 | $18,554 | $0 | $216,593 | $0 | $0 | $0 |
| AMANDA SASSO | ||||||||||||||
| DEAN OF ACADEMICS | $188,333 | $0 | $1,300 | $0 | $0 | $0 | $11,697 | $0 | $8,587 | $0 | $209,917 | $0 | $0 | $0 |
| MAUREEN POLLACK | ||||||||||||||
| DIRECTOR OF ADVANCEMENT | $185,158 | $0 | $1,300 | $0 | $0 | $0 | $10,576 | $0 | $10,855 | $0 | $207,889 | $0 | $0 | $0 |
| ANDRE MORRIS | ||||||||||||||
| HEAD OF SCIENCE, INNOVATION & SPECIA | $123,017 | $0 | $1,500 | $0 | $15,540 | $0 | $7,423 | $0 | $9,706 | $0 | $157,186 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | GROSSED-UP TUITION REIMBURSEMENT PAYMENTS WERE MADE IN ACCORDANCE WITH THE SCHOOL'S TUITION REIMBURSEMENT POLICY FOR OFFICERS AND KEY EMPLOYEES, WHICH HAS BEEN MEMORIALIZED IN WRITING. |
| PART I, LINE 3 | THE CHAIR OF THE BOARD OF TRUSTEES AND THE CHAIR OF THE FINANCE COMMITTEE REVIEW AND APPORVE THE ANNUAL COMPENSATION OF THE HEAD OF SCHOOL PRIOR TO EXECUTION OF THE HEAD'S ANNUAL EMPLOYMENT CONTRACT. IN CONNECTION WITH THIS DELIBERATION, COMPENSATION INFORMATION OBTAINED FROM THE CALIFORNIA ASSOCIATION OF INDEPENDENT SCHOOLS OF OTHER HEADS OF SCHOOL IS REVIEWED. |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETH PARR | PersonNm |
| Relationship With Org | OFFICER | RelationshipWithOrgTxt |
| Cash Grant | $37,750 | CashGrantAmt |
| Type Of Assistance | TUITION REMISSION | TypeOfAssistanceTxt |
| Assistance Purpose | TUITION REMISSION | AssistancePurposeTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 25 | ContributionCnt |
| Noncash Contributions Rpt F990 | $347,995 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | AUCTION ITEMS | Desc |
| Contribution | 251 | ContributionCnt |
| Noncash Contributions Rpt F990 | $173,039 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | 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 | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THERE WERE A TOTAL OF 25 DONORS THAT DONATED SECURITIES, SOLD IMMEDIATELY UPON RECEIPT, AND THERE WERE A TOTAL OF 251 AUCTION ITEMS DONATED TO THE SCHOOL FOR USE IN THE ANNUAL FUNDRAISING EVENT. |
| PART I, LINE 32B: | WELLS FARGO ADVISORS PROCESSES ALL STOCK DONATIONS MADE TO CARLTHORP SCHOOL. DONORS ARE INSTRUCTED TO DONATE STOCK GIFTS DIRECTLY TO CARLTHORP SCHOOL'S ACCOUNT AT WELLS FARGO ADVISORS. CARLTHORP SCHOOL HAS A STANDING ORDER WITH WELLS FARGO ADVISORS TO SELL ALL STOCK DONATIONS UPON RECEIPT AND SEND THE PROCEEDS THEREOF TO THE SCHOOL. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE FINANCE AND AUDIT COMMITTEE IS A COMMITTEE OF THE BOARD OF DIRECTORS. THE COMMITTEE SHALL BE COMPOSED OF THREE OR MORE DIRECTORS, NONE OF WHOM SHALL BE AN EMPLOYEE OF THE SCHOOL. ALL MEMBERS OF THE COMMITTEE SHALL BE FINANCIALLY LITERATE, AND AT LEAST ONE MEMBER SHALL HAVE ACCOUNTING OR RELATED FINANCIAL MANAGEMENT EXPERTISE. THE MEMBERS OF THE COMMITTEE SHALL BE NOMINATED BY THE BOARD AT THE ANNUAL MEETING OF THE BOARD AND SHALL SERVE UNTIL THE NEXT ANNUAL ORGANIZATIONAL MEETING OR UNTIL THEIR RESPECTIVE SUCCESSORS SHALL BE NOMINATED. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD OF TRUSTEES REVIEWS THE FORM 990, WITHOUT DONOR INFORMATION, PRIOR TO THE FILING OF THE FORM 990. THE REVIEW OF THE 990 BY THE BOARD INCLUDES REVIEW OF: PROGRAM SERVICE ACCOMPLISHMENTS, THE STATEMENT OF FUNCTIONAL EXPENSES, AND THE EXISTENCE OF A CONFLICT OF INTEREST POLICY, A WHISTLEBLOWER POLICY, DOCUMENT RETENTION AND DESTRUCTION POLICY, AND THE PROCESS FOR DETERMINING COMPENSATION OF THE HEAD OF SCHOOL. |
| FORM 990, PART VI, SECTION B, LINE 12 | EACH YEAR, EVERY BOARD MEMBER, OFFICER AND KEY EMPLOYEE IS REQUIRED TO COMPLETE AND SIGN A CONFLICT OF INTEREST STATEMENT, WHICH FORMS ARE KEPT ON FILE BY THE DIRECTOR OF FINANCE. SUCH FORMS DESCRIBE TYPES OF CONFLICTS OF INTEREST AND REQUIRE DISCLOSURE OF ANY SUCH CONFLICTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE CHAIR OF THE BOARD OF TRUSTEES AND THE CHAIR OF THE FINANCE COMMITTEE REVIEW AND APPROVE THE ANNUAL COMPENSATION OF THE HEAD OF SCHOOL PRIOR TO EXECUTION OF THE HEAD OF SCHOOL'S ANNUAL EMPLOYMENT CONTRACT. IN CONNECTION WITH THIS DELIBERATION, INFORMATION FROM THE CALIFORNIA ASSOCIATION OF INDEPENDENT SCHOOLS (CAIS) REGARDING COMPENSATION OF OTHER HEADS OF SCHOOL IS REVIEWED. OTHER KEY EMPLOYEES ARE REVIEWED BY THE HEAD OF SCHOOL, WITH CAIS COMPENSATION INFORMATION, AND SUCH REVIEWS ARE DOCUMENTED IN PERSONNEL FILES. THE MOST RECENT YEAR IN WHICH THE PROCESS OF REVIEWING AND APPROVING COMPENSATION WAS CONDUCTED IN 2024. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FORM 990, GOVERNING DOCUMENTS, CONFLICT OF INTEREST OF POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 416 SAN VICENTE LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17835 VENTURA BOULEVARD SUITE 104 | AddressLine1Txt |
| City | ENCINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91316 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 934841015 | EIN |
| Primary Activities | HOLDING TITLE OF REAL PROPERTY | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Total Income | $421,541 | TotalIncomeAmt |
| End Of Year Assets | $12,413,430 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARLTHORP SCHOOL | BusinessNameLine1Txt |
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