2019-05-02T11:33:49-05:00 2018-06-30 941254756 HOOD & STRONG LLP 275 BATTERY ST STE 900 SAN FRANCISCO CA 94111 990 2017-07-01 943343174 SONOMA ACADEMY SONO 7075451770 2500 FARMERS LANE SANTA ROSA CA 95404 JANET DURGIN HEAD OF SCHOOL 7075451770 2019-04-30 1 MAGA E KISRIEV P01008919 4157810793 73.162.228.236 2019-04-30 11:45:29 PD P C64610ABE23AD5845076C6771D0CCBF5592AB213 CD71869BFC494223FABD92E93AB0669CE7B22062 2017 2019-02-21 02:37:17Z JANET DURGIN 2500 FARMERS LANE SANTA ROSA CA 95404 20837521 0 X WWW.SONOMAACADEMY.ORG X 1999 CA TO OPERATE A COED EDUCATION HIGH SCHOOL AND PREPARE STUDENTS TO ENTER A COLLEGE OF THEIR CHOICE. 19 18 160 45 0 0 11581896 6498137 12682200 13624156 348462 328446 231599 195243 24844157 20645982 3448150 3559325 0 0 6479695 7067442 0 0 551206 3998823 5445243 13926668 16072010 10917489 4573972 92755014 97629604 14199275 14383704 78555739 83245900 SONOMA ACADEMY CALLS ITS STUDENTS TO BE CREATIVE, ETHICAL AND COMMITTED TO LEARNING. THE SCHOOL NURTURES INSPIRING TEACHERS AND STUDENTS AS THEY PREPARE TO BECOME LEADERS IN A DYNAMIC WORLD. 0 0 12857867 3559325 13624156 OPERATE A COED DAY SCHOOL EDUCATIONAL PROGRAM FOR APPROXIMATELY 325 STUDENTS IN GRADES 9-12. 12857867 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 50 0 1 160 1 0 0 0 0 0 0 0 0 0 0 X 19 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X REBECCA B BROWN 7075451770 2500 FARMERS LANE SANTA ROSA CA 95404 TORY NOSLER CHAIR 6.00 X X 0 0 0 RICHARD THEIS VICE-CHAIR 4.00 X X 0 0 0 NANCY LASSETER SECRETARY 4.00 X X 0 0 0 DAVID DUNCAN TREASURER 4.00 X X 0 0 0 KATHARINE ANGELL TRUSTEE 4.00 X 0 0 0 KATHERINE BERNAL HAFNER TRUSTEE 2.00 X 0 0 0 TERENCE BROWN TRUSTEE 2.00 X 0 0 0 LISA CORT TRUSTEE 2.00 X 0 0 0 SUSIE HAGEMEISTER TRUSTEE 2.00 X 0 0 0 QUINCY IMHOFF TRUSTEE 2.00 X 0 0 0 KATHERINE JACKSON TRUSTEE 2.00 X 0 0 0 RICHARD TRIOLO TRUSTEE 2.00 X 0 0 0 MARK TUKMAN TRUSTEE 2.00 X 0 0 0 BRIDGET TWOMEY TRUSTEE 2.00 X 0 0 0 DAVID EISEMAN TRUSTEE 2.00 X 0 0 0 TOM BIRDSALL TRUSTEE 2.00 X 0 0 0 MICHAEL DIMOCK TRUSTEE 2.00 X 0 0 0 CHRIS HANNA TRUSTEE 2.00 X 0 0 0 JANET DURGIN HEAD OF SCHOOL 60.00 X X 372762 0 27000 DERICE HOGLE CFO (THRU 12/2017) 50.00 X 213067 0 20915 LAUREN BEDELL CFO (STARTING 8/2017) 50.00 X 80174 0 5414 SANDY STACK DIRECTOR OF ADMISSIONS 40.00 X 168222 0 17776 ELEANOR DWIGHT ASSOC HEAD OF SCHOOL 40.00 X 146209 0 16235 BENNETT SMITH ADVANCEMENT DIRECTOR 40.00 X 140695 0 15849 DAVID RION DIR OF COLLEGE COUNSELING 40.00 X 119158 0 14341 JOHN DURGIN DIR OF CONNECTIONS 40.00 X 108863 0 13620 SUMMAR AUBREY DEAN OF STUDENTS 50.00 X 107036 0 13493 1456186 0 144643 12 0 1 0 XL CONSTRUCTION 851 BUCKEYE CT MILPITAS CA 95035 CONSTRUCTION SERVICES 10490414 WRNS STUDIO 501 SECOND ST SAN FRANCISCO CA 94107 ARCHITECTURAL DESIGN 338729 SYMBIOS 1720 COOPER RD SEBASTOPOL CA 95472 LANDSCAPE SERVICE 313784 ONE WORKPLACE 2500 DE LA CRUZ BLVD SANTA CLARA CA 95050 DESIGN SERVICES 273603 FLIK INDEPENDENT SCHOOLS DINING 2 INTERNATIONAL DRIVE RYE BROOK NY 10573 FOOD SERVICES 166905 6 591500 5906637 57128 6498137 TUITION & FEES 611600 13201964 13201964 AUXILIARY PROGRAM REVENUE 611600 422192 422192 13624156 328622 328622 57128 56937 367 191 -367 -176 -176 329478 591500 134235 195243 195243 20645982 13624156 0 523689 3559325 3559325 804046 804046 4925339 3919244 673148 332947 499363 252044 226475 20844 427121 310378 95140 21603 411573 304843 81603 25127 24369 24369 28800 28800 130959 2060 51281 77618 206546 768 205778 175107 17197 131382 26528 103539 65254 27372 10913 540641 492524 42711 5406 113153 93822 18362 969 224944 204923 17771 2250 2137226 1947013 168841 21372 58524 53316 4623 585 STUDENT ACTIVITIES 592290 592290 FOOD SERVICE 424198 386444 33512 4242 INSTRUCTIONAL MATERIALS 362791 362791 ATHLETIC PROGRAM 220621 220621 101535 73010 27723 802 16072010 12857867 2662937 551206 4199236 6157728 19492668 15528700 6866885 4320281 1777387 135008 1203364 1279607 79309954 15027019 56251749 64282935 2788492 5925345 175233 0 92755014 97629604 2242019 2025777 4766506 5342017 6105579 5810100 1085171 1205810 14199275 14383704 X 39952111 76284912 36657478 5013607 1946150 1947381 78555739 83245900 92755014 97629604 4573972 116189 0 X 0 1 X 1 0 X 2788491 1231 245699 111307 2924114 2614292 -59547 340627 106881 2788491 2650360 941 -37009 0 2614292 2675589 85139 -15550 94818 2650360 2241205 91276 431858 88750 2675589 0.66600 0.33400 0 0 8400000 8400000 66568798 12989151 53579647 2241768 1464634 777134 2099388 573234 1526154 64282935 DEFERRED COMPENSATION 1205810 1205810 X 17202846 116189 -3559325 -3443136 20645982 0 20645982 12512685 0 12512685 3559325 3559325 16072010 PART V, LINE 4: THE SCHOOL'S CLASS TERM ENDOWMENTS CREATED BY EACH GRADUATING CLASS ARE HELD FOR A PERIOD OF 10 YEARS, WHERE THERE ARE TO BE NO WITHDRAWALS SO THAT THE INITIAL BALANCE CAN GROW. PART X, LINE 2: THE SCHOOL IS A TAX EXEMPT ORGANIZATION UNDER INTERNAL REVENUE SERVICE CODE SECTION 501(C)(3) AND THE CALIFORNIA TAX CODE. AS OF JUNE 30, 2018, MANAGEMENT EVALUATED THE SCHOOL'S TAX POSITIONS AND CONCLUDED THAT THE SCHOOL HAD MAINTAINED ITS TAX EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRED ADJUSTMENT TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID RECLASSIFIED TO EXPENSES -3,559,325. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID RECLASSIFIED TO EXPENSES 3,559,325. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 PUBLISHED ANNUALLY IN THE AREA NEWSPAPER AND INCLUDED WITH ALL EMPLOYMENT POSTINGS. AUCTION/DINNER 920978 591500 329478 38441 95794 920978 591500 329478 38441 95794 134235 195243 1 SCHOLARSHIPS 152 3559325 PART I, LINE 2: ALL SCHOLARSHIPS ARE AWARDED AS TUITION ASSISTANCE AND CREDITED TO STUDENT ACCOUNTS. NO FUNDS ARE DISBURSED TO THE RECIPIENTS. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 JANET DURGIN HEAD OF SCHOOL 300000 0 0 0 72762 0 21000 0 6000 0 399762 0 0 0 DERICE HOGLE CFO (THRU 12/2017) 213067 0 0 0 0 0 14915 0 6000 0 233982 0 0 0 SANDY STACK DIRECTOR OF ADMISSIONS 168222 0 0 0 0 0 11776 0 6000 0 185998 0 0 0 ELEANOR DWIGHT ASSOC HEAD OF SCHOOL 146209 0 0 0 0 0 10235 0 6000 0 162444 0 0 0 BENNETT SMITH ADVANCEMENT DIRECTOR 140695 0 0 0 0 0 9849 0 6000 0 156544 0 0 0 PART I, LINE 1A THE HEAD OF SCHOOL RECEIVED HOUSING ALLOWANCE WHICH WAS TREATED AS TAXABLE COMPENSATION. A CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY 680164610 2014-05-15 9500000 PAYOFF 2007 BONDS 0 0 0 A 9405000 9278481 126519 9500000 0 0 0 0 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 A 0 1 0 0 0 0 0 0 0 A 1 X 2 57128 FMV 0 0 1 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTORS REFLECTS THE NUMBER OF DONORS, NOT THE NUMBER OF ITEMS DONATED. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT FORM 990 WAS PRESENTED TO THE FINANCE COMMITTEE OF THE BOARD BY THE TAX PREPARER WITH THE CFO AND HEAD OF SCHOOL AT AN IN-PERSON MEETING. AT THIS MEETING, QUESTIONS ARE ADDRESSED AND CHANGES ARE INCORPORATED. THE FINAL DRAFT FORM 990 IS PROVIDED TO THE FULL BOARD OF TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST STATEMENTS ARE SIGNED BY ALL TRUSTEES AND SENIOR ADMINISTRATORS (KEY EMPLOYEES). THEY ARE THEN REVIEWED BY THE CFO. ANY ISSUES PRESENTED WOULD BE TAKEN TO THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF TRUSTEES DETERMINES EXECUTIVE COMPENSATION BY REVIEWING RELEVANT COMPENSATION DATA FROM COMPARABLE SCHOOLS OBTAINED THROUGH THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS (NAIS). BOTH THE PROCESS AND THE RESULT ARE APPROVED BY THE BOARD AND A WRITTEN RECORD OF THE PROCEEDINGS IS PREPARED AND MAINTAINED. FORM 990, PART VI, SECTION C, LINE 19 THE CONFLICT OF INTEREST POLICY, ALL FINANCIAL STATEMENTS AND REQUIRED GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF TIME SET FORTH IN SEC 6104(D).