WINDWARD SCHOOL: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- WINDWARD SCHOOL (EIN 95-2701337)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-14
- IRS object ID
- 201811349349305496
- Schema version
- 2016v3.0
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-14T13:21:59-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Armanino LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11766 Wilshire Blvd 9th Floor | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952701337 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Windward School | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WIND | BusinessNameControlTxt |
| Phone | 3103917127 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11350 Palms Blvd | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90066 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Thomas Gilder | PersonNm |
| Person Title | HEAD OF SCHOOL | PersonTitleTxt |
| Phone | 3103917127 | PhoneNum |
| Signature | 2018-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Katy Brown | PreparerPersonNm |
| PTIN | P00650274 | PTIN |
| Phone | 3104784148 | PhoneNum |
| Preparation | 2018-05-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Thomas Gilder | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11350 Palms Blvd | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90066 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $35,965,116 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.windwardschool.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1971 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | WINDWARD IS AN INDEPENDENT CO-EDUCATIONAL DAY SCHOOL FOR GRADES 7 TO 12. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 292 | TotalEmployeeCnt |
| Total Volunteers | 220 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,750,857 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,068,901 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $25,006,566 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $26,191,784 | CYProgramServiceRevenueAmt |
| PY Investment Income | $68,193 | PYInvestmentIncomeAmt |
| CY Investment Income | $245,075 | CYInvestmentIncomeAmt |
| PY Other Revenue | $707,218 | PYOtherRevenueAmt |
| CY Other Revenue | $281,434 | CYOtherRevenueAmt |
| PY Total Revenue | $29,532,834 | PYTotalRevenueAmt |
| CY Total Revenue | $31,787,194 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,181,036 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,237,882 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $16,661,194 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $17,363,403 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,695,164 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $10,803,149 | PYOtherExpensesAmt |
| CY Other Expenses | $11,475,625 | CYOtherExpensesAmt |
| PY Total Expenses | $29,645,379 | PYTotalExpensesAmt |
| CY Total Expenses | $31,076,910 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$112,545 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $710,284 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $65,875,676 | TotalAssetsBOYAmt |
| Total Assets EOY | $64,323,932 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $35,326,407 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $31,326,081 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $30,549,269 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $32,997,851 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WINDWARD SCHOOL IS A DYNAMIC COLLEGE-PREPARATORY SCHOOL THAT CHALLENGES EACH STUDENT TO ACHIEVE EXCELLENCE IN A NURTURING, INCLUSIVE COMMUNITY. WINDWARD TEACHERS, PARENTS, AND ADMINISTRATORS WORK TOGETHER TO INSPIRE OUR STUDENTS TO BE RESPONSIBLE, CARING, WELL INFORMED, ETHICAL, PREPARED, AND WELL BALANCED YOUNG ADULTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $26,802,637 | ExpenseAmt |
| Grant | $2,237,882 | GrantAmt |
| Revenue | $26,239,214 | RevenueAmt |
| Desc | WINDWARD SCHOOL IS A SUPPORTIVE, NURTURING COMMUNITY WITH A DIVERSE STUDENT BODY, CLASSES AVERAGING 16 STUDENTS, AND A STUDENT-FACULTY RATIO OF APPROXIMATELY 8:1. WINDWARD ALLOCATES APPROXIMATELY $2.3 MILLION EACH YEAR TO FINANCIAL AID. THE SCHOOL PROVIDES A VARIED AND CHALLENGING ACADEMIC PROGRAM AND OPPORTUNITIES FOR STUDENTS TO PARTICIPATE IN ATHLETICS, THE ARTS, AND SERVICE LEARNING. ALL WINDWARD STUDENTS ARE REQUIRED TO FULFILL A 40-HOUR COMMITMENT OF SERVICE LEARNING BEFORE GRADUATION. THE WINDWARD SCHOOL CURRICULUM OFFERS STUDENTS A CHOICE OF MORE THAN 100 DIFFERENT COURSES, INCLUDING A LARGE NUMBER OF ADVANCED PLACEMENT COURSES. THE SCHOOL PROVIDES EXCELLENT PROGRAMS IN ENGLISH, MATHEMATICS, WORLD LANGUAGES, HISTORY, SCIENCE, AND THE VISUAL AND PERFORMING ARTS, AS WELL AS SPECIALIZED INTERDISCIPLINARY PROGRAMS FOR STEAM AND GLOBAL SCHOLARS. CO-CURRICULAR ACTIVITIES, SUCH AS CLUBS, FIELD TRIPS AND ATHLETIC CONTESTS, ALSO FIGURE PROMINENTLY IN THE WINDWARD EXPERIENCE. | Desc |
| Total Program Service Expenses | $26,802,637 | 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 | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | 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 | Yes (1) | 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 | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 129 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 292 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | 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 | 0 | 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 | PETER CHRISTIAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3103917127 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11350 Palms Blvd | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90066 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 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 |
|---|---|---|---|---|---|---|---|---|
| NEIL WERTLIEB | ||||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BRYAN ERZALOW | ||||||||
| VICE-CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| NANCY GLASER | ||||||||
| VICE-CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ELLIOT GORDON | ||||||||
| VICE-CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ALLISON MIRKIN | ||||||||
| VICE-CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| TONY RUBIN | ||||||||
| VICE-CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BENNETT ROSENTHAL | ||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CHRISTINA SMALE | ||||||||
| PARENT GUILD REP | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICIA DUNCAN | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TED FIKRE | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARIA MANCUSO GERSH | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAN GINSBERG | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JORDAN KAPLAN | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| EMILY KOVNER MOSS | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NORA MALONE | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DEBBIE MARKILES | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BILL MCMORROW | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL PARKS | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RANDYE SOREF | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARVIN SUOMI | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KAROL WATSON | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PERRIE WEINER | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JANE WURWAND | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TOM GILDER | ||||||||
| HEAD OF SCHOOL | 40.00 | Yes (X) | Yes (X) | $380,055 | $0 | $261,412 | ||
| PETER CHRISTIAN | ||||||||
| DIRECTOR OF HUMAN RESOURCES | 40.00 | Yes (X) | $195,027 | $0 | $12,380 | |||
| DAWN BARRETT | ||||||||
| DIRECTOR OF INSTITUTIONAL ADVANCEMENT & OPERATIONS | 40.00 | $210,124 | $0 | $20,501 | Yes (X) | |||
| MARGARET PROCTER | ||||||||
| DIRECTOR OF THE UPPER SCHOOL | 40.00 | $176,706 | $0 | $18,051 | Yes (X) | |||
| ERIC MANDEL | ||||||||
| DIRECTOR OF THE LOWER SCHOOL | 40.00 | $167,548 | $0 | $18,071 | Yes (X) | |||
| RAYMOND FRIEND | ||||||||
| DEAN OF FACULTY | 40.00 | $160,787 | $0 | $17,444 | Yes (X) | |||
| SHARON PEARLINE | ||||||||
| DIRECTOR OF ADMISSIONS | 40.00 | $153,384 | $0 | $17,251 | Yes (X) | |||
| STEVE KIERMAN | ||||||||
| FORMER DIRECTOR OF FINANCE | 40.00 | $201,769 | $0 | $15,551 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,645,400 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $380,661 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 39 | 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 |
|---|---|---|---|---|---|
| PAUL W SPEER INC | |||||
| 7141 VALJEAN AVENUE STE 101 | VAN NUYS | CA | 91406 | CONSTRUCTION | $1,856,212 |
| CULINART GROUP INC | |||||
| PO BOX 50196 | LOS ANGELES | CA | 90074 | FOOD SERVICE | $1,281,411 |
| CHIEF SECURITY LLC | |||||
| 4030 E RANSOM STREET | LONG BEACH | CA | 90804 | SECURITY | $328,004 |
| TUMBLEWEED TRANSPORTATION | |||||
| PO BOX 49291 | LOS ANGELES | CA | 90049 | TRANSPORTATION | $173,904 |
| BACIO DESIGN AND MARKETING INC | |||||
| 2627 HERMOSA AVENUE UNIT B | MONTROSE | CA | 91020 | DESIGN WORK | $164,130 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $65,000 | FundraisingAmt |
| All Other Contributions | $5,003,901 | AllOtherContributionsAmt |
| Noncash Contributions | $338,847 | NoncashContributionsAmt |
| Total Contributions | $5,068,901 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION | 611710 | $23,342,074 | $23,342,074 |
| AUXILLARY SERVICES | 611710 | $2,824,232 | $2,824,232 |
| TUITION FEES | 611710 | $25,478 | $25,478 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $26,191,784 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $45,080 | TotalRevenueColumnAmt |
| Exclusion | $45,080 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $322,533 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $261,147 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $61,386 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $61,386 | TotalRevenueColumnAmt |
| Exclusion | $61,386 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,964,433 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,764,438 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $199,995 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $199,995 | TotalRevenueColumnAmt |
| Exclusion | $199,995 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $304,705 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $65,000 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $152,337 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $152,368 | TotalRevenueColumnAmt |
| Exclusion | $152,368 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| OTHER INCOME | 611710 | $47,430 | $47,430 | |
| PARKING REVENUE | 812930 | $20,250 | $20,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $67,680 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,787,194 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $26,239,214 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $479,079 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,237,882 | TotalAmt |
| Program Services | $2,237,882 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $848,875 | TotalAmt |
| Program Services | $616,877 | ProgramServicesAmt |
| Management And General | $167,851 | ManagementAndGeneralAmt |
| Fundraising | $64,147 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,052,862 | TotalAmt |
| Program Services | $10,958,598 | ProgramServicesAmt |
| Management And General | $1,293,791 | ManagementAndGeneralAmt |
| Fundraising | $800,473 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $578,729 | TotalAmt |
| Program Services | $481,404 | ProgramServicesAmt |
| Management And General | $41,400 | ManagementAndGeneralAmt |
| Fundraising | $55,925 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,818,621 | TotalAmt |
| Program Services | $1,608,581 | ProgramServicesAmt |
| Management And General | $155,852 | ManagementAndGeneralAmt |
| Fundraising | $54,188 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,064,316 | TotalAmt |
| Program Services | $928,324 | ProgramServicesAmt |
| Management And General | $67,397 | ManagementAndGeneralAmt |
| Fundraising | $68,595 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,650 | TotalAmt |
| Program Services | $31,825 | ProgramServicesAmt |
| Management And General | $31,825 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,990 | TotalAmt |
| Management And General | $41,990 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,643 | TotalAmt |
| Management And General | $62,643 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $460,368 | TotalAmt |
| Program Services | $387,573 | ProgramServicesAmt |
| Management And General | $8,839 | ManagementAndGeneralAmt |
| Fundraising | $63,956 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $912,301 | TotalAmt |
| Program Services | $698,638 | ProgramServicesAmt |
| Management And General | $161,034 | ManagementAndGeneralAmt |
| Fundraising | $52,629 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $296,730 | TotalAmt |
| Program Services | $272,575 | ProgramServicesAmt |
| Management And General | $23,719 | ManagementAndGeneralAmt |
| Fundraising | $436 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,151 | TotalAmt |
| Program Services | $3,151 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,023,645 | TotalAmt |
| Program Services | $1,720,099 | ProgramServicesAmt |
| Management And General | $242,837 | ManagementAndGeneralAmt |
| Fundraising | $60,709 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,314,361 | TotalAmt |
| Program Services | $1,300,594 | ProgramServicesAmt |
| Management And General | $8,907 | ManagementAndGeneralAmt |
| Fundraising | $4,860 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $326,323 | TotalAmt |
| Program Services | $303,679 | ProgramServicesAmt |
| Management And General | $13,897 | ManagementAndGeneralAmt |
| Fundraising | $8,747 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $803,065 | TotalAmt |
| Program Services | $784,419 | ProgramServicesAmt |
| Management And General | $18,646 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,165,842 | TotalAmt |
| Program Services | $1,949,258 | ProgramServicesAmt |
| Management And General | $194,926 | ManagementAndGeneralAmt |
| Fundraising | $21,658 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $212,120 | TotalAmt |
| Program Services | $186,760 | ProgramServicesAmt |
| Management And General | $14,595 | ManagementAndGeneralAmt |
| Fundraising | $10,765 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| INSTRUCTIONAL EXPENSES | $2,612,899 | $2,155,863 | $28,960 | $428,076 |
| Advancement events | $165,332 | $165,332 | ||
| OTHER EXPENSES | $11,205 | $11,205 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,076,910 | TotalAmt |
| Program Services | $26,802,637 | ProgramServicesAmt |
| Management And General | $2,579,109 | ManagementAndGeneralAmt |
| Fundraising | $1,695,164 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,055,715 | BOYAmt |
| EOY | $4,858,391 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $519,637 | BOYAmt |
| EOY | $26,446 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,416,169 | BOYAmt |
| EOY | $3,321,136 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $41,368 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $213,000 | BOYAmt |
| EOY | $273,750 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $602,078 | BOYAmt |
| EOY | $443,209 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $60,491,668 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $22,593,814 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,092,103 | BOYAmt |
| EOY | $37,897,854 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,252,051 | BOYAmt |
| EOY | $11,509,039 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,533,210 | BOYAmt |
| EOY | $5,541,422 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $191,713 | BOYAmt |
| EOY | $411,317 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,875,676 | BOYAmt |
| EOY | $64,323,932 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,593,898 | BOYAmt |
| EOY | $2,471,604 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,453,732 | BOYAmt |
| EOY | $9,178,023 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,227,867 | BOYAmt |
| EOY | $19,635,724 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,910 | BOYAmt |
| EOY | $40,730 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,326,407 | BOYAmt |
| EOY | $31,326,081 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,778,932 | BOYAmt |
| EOY | $26,288,442 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,220,226 | BOYAmt |
| EOY | $6,159,298 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $550,111 | BOYAmt |
| EOY | $550,111 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,549,269 | BOYAmt |
| EOY | $32,997,851 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,875,676 | BOYAmt |
| EOY | $64,323,932 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $710,284 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,738,298 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Beginning Balance | $62,234 | BeginningBalanceAmt |
| Distributions During Year | $21,504 | DistributionsDuringYearAmt |
| Ending Balance | $40,730 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $694,969 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $80,841 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,514 | OtherExpendituresAmt |
| End Year Balance | $772,296 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $727,673 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$29,506 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,198 | OtherExpendituresAmt |
| End Year Balance | $694,969 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $685,882 | BeginningYearBalanceAmt |
| Contributions | $28,432 | ContributionsAmt |
| Investment Earnings Or Losses | $6,158 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,799 | OtherExpendituresAmt |
| End Year Balance | $717,673 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $505,106 | BeginningYearBalanceAmt |
| Contributions | $100,000 | ContributionsAmt |
| Investment Earnings Or Losses | $82,634 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,858 | OtherExpendituresAmt |
| End Year Balance | $685,882 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $488,157 | BeginningYearBalanceAmt |
| Contributions | $3,000 | ContributionsAmt |
| Investment Earnings Or Losses | $14,914 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $965 | OtherExpendituresAmt |
| End Year Balance | $505,106 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.71200 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.28800 | 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 | $1,786,617 | OtherCostOrOtherBasisAmt |
| Book Value | $1,786,617 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,561,301 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,194,459 | DepreciationAmt |
| Book Value | $2,366,842 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $39,581,814 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,546,338 | DepreciationAmt |
| Book Value | $30,035,476 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,561,936 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,853,017 | DepreciationAmt |
| Book Value | $3,708,919 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $37,897,854 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | HEDGE FUND | Desc |
| Book Value | $5,541,422 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $5,541,422 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $31,701,094 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,738,298 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,738,298 | RevenueNotReportedAmt |
| Revenue Subtotal | $29,962,796 | RevenueSubtotalAmt |
| Other Revenues Not Included | $1,824,398 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,824,398 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $31,787,194 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $29,252,512 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $29,252,512 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $1,824,398 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,824,398 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $31,076,910 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part IV, Line 2b: | THE SCHOOL'S CUSTODIAL ACCOUNTS CONSIST OF STUDENT STORE AND STUDENT SUMMER ACTIVITY ACCOUNTS. |
| Part X, Line 2: | The School is a nonprofit corporation defined in Section 501(c)(3) of the Internal Revenue Code and is, therefore, exempt from federal income taxation under section 501(a) of the Code. The School is also exempt from state income taxation under 23701(d) of the California Revenue and 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. The 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: | FUNDRAISING EXPENSES -152,337. RENTAL EXPENSES -261,147. tuition assistance 2,237,882. |
| Part XII, Line 4b - Other Adjustments: | FUNDRAISING EXPENSES -152,337. RENTAL EXPENSES -261,147. tuition assistance 2,237,882. |
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 | WINDWARD SCHOOL EXTENDS TO ALL REGARDLESS OF RACE, COLOR, NATIONAL OR ETHNIC ORIGIN, THE RIGHTS, PRIVILEGES, PROGRAMS AND ACTIVITIES GENERALLY AFFORDED OR MADE AVAILABLE TO STUDENTS OF THE SCHOOL. IT DOES NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, NATIONAL OR ETHNIC ORIGIN IN THE ADMINISTRATION OF ITS EDUCATIONAL AND ADMISSIONS POLICIES, SCHOLARSHIP AND LOAN PROGRAMS, AND ATHLETIC AND OTHER SCHOOL ADMINISTRATIVE PROGRAMS. WINDWARD SCHOOL ADVERTISES ITS RACIALLY NON-DISCRIMINATORY POLICY THROUGH NEWSPAPERS, MAGAZINES, MANUALS, OPEN HOUSES TO WHICH THE PUBLIC IS INVITED, AND APPEARANCES AT PUBLIC HIGH SCHOOLS. A FINANCIAL AID PROGRAM IS OFFERED TO NEEDY STUDENTS. WINDWARD IS A MEMBER OF THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS AND THE CALIFORNIA INDEPENDENT SCHOOLS, BOTH OF WHICH ARE NON-DISCRIMINATORY. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $5,186,543 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $5,186,543 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $5,186,543 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SPRING EVENT DINNER | Event1Nm |
| Gross Receipts Event1 | $369,705 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $65,000 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $304,705 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $72,631 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $72,631 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $7,075 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $369,705 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $65,000 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $304,705 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $72,631 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $72,631 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $7,075 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $152,337 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $152,368 | 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 | TUITION ASSISTANCE | GrantTypeTxt |
| Recipient | 64 | RecipientCnt |
| Non Cash Assistance | $2,237,882 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | DIRECT CREDIT APPLIED TO STUDENT ACCOUNT | 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 THE SCHOOL IN ACCORDANCE WITH THE FOLLOWING PROCEDURE. APPLICANTS COMPLETE A FINANCIAL AID FORM PREPARED BY SCHOOL AND STUDENT SERVICES OF NAIS("SSS"). tHE FORM IS THEN SUBMITTED TO SSS AND SSS THEN MAKES A RECOMMENDATION TO THE SCHOOL REGARDING THE AMOUNT OF FINANCIAL AID RECOMMENDED FOR EACH APPLICANT. FINANCIAL AID AT THE SCHOOL IS AWARDED BASED ON A FAMILY'S DEMONSTRATED FINANCIAL NEED. A STUDENT SHOULD NEVER BE AWARDED AID IN EXCESS OF HIS/HER NEED, AS ASSESSED BY THE FINANCIAL AID COMMITTEE AFTER UTILIZING ALL AVAILABLE INFORMATION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TOM GILDER | ||||||||||||||
| HEAD OF SCHOOL | $380,055 | $0 | $0 | $0 | $0 | $0 | $253,361 | $0 | $8,051 | $0 | $641,467 | $0 | $0 | $0 |
| PETER CHRISTIAN | ||||||||||||||
| DIRECTOR OF HUMAN RESOURCES | $195,027 | $0 | $0 | $0 | $0 | $0 | $11,550 | $0 | $830 | $0 | $207,407 | $0 | $0 | $0 |
| DAWN BARRETT | ||||||||||||||
| DIRECTOR OF INSTITUTIONAL ADVANCEMEN | $210,124 | $0 | $0 | $0 | $0 | $0 | $12,450 | $0 | $8,051 | $0 | $230,625 | $0 | $0 | $0 |
| MARGARET PROCTER | ||||||||||||||
| DIRECTOR OF THE UPPER SCHOOL | $176,706 | $0 | $0 | $0 | $0 | $0 | $10,000 | $0 | $8,051 | $0 | $194,757 | $0 | $0 | $0 |
| ERIC MANDEL | ||||||||||||||
| DIRECTOR OF THE LOWER SCHOOL | $167,548 | $0 | $0 | $0 | $0 | $0 | $10,020 | $0 | $8,051 | $0 | $185,619 | $0 | $0 | $0 |
| RAYMOND FRIEND | ||||||||||||||
| DEAN OF FACULTY | $160,787 | $0 | $0 | $0 | $0 | $0 | $9,393 | $0 | $8,051 | $0 | $178,231 | $0 | $0 | $0 |
| SHARON PEARLINE | ||||||||||||||
| DIRECTOR OF ADMISSIONS | $153,384 | $0 | $0 | $0 | $0 | $0 | $9,200 | $0 | $8,051 | $0 | $170,635 | $0 | $0 | $0 |
| STEVE KIERMAN | ||||||||||||||
| FORMER DIRECTOR OF FINANCE | $201,769 | $0 | $0 | $0 | $0 | $0 | $7,500 | $0 | $8,051 | $0 | $217,320 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 4b | FormAndLineReferenceDesc |
| Explanation | THOMAS GILDER, HEAD OF SCHOOL, PARTICIPATES IN THE SCHOOL'S 457(F) AND 403(B) PLANS. $237,461 of the amount on Schedule J Part II Line 1 Column C represents the amount of non substantially vested retirement compensation that accrued during the 2016 calendar year. | ExplanationTxt |
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 |
| Bond Issued | 2012-11-08 | BondIssuedDt |
| Issue Price | $24,875,000 | IssuePriceAmt |
| Purpose | CAPITAL EXPANSION AND REFUNDING OF 2007 BOND ISSUE OF $19,550,000 | 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 |
| Retired | $1,601,562 | RetiredAmt |
| Total Proceeds | $21,348,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $113,783 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $21,234,217 | OtherSpentProceedsAmt |
| Substantial Completion | 2013 | SubstantialCompletionYr |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | 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 |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | 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 | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | 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 | Yes (1) | 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 | FORM 990 SCHEDULE K PART 1 | FormAndLineReferenceDesc |
| Explanation | IN NOVEMBER 2012, THE SCHOOL ENTERED INTO A TAX-EXEMPT LOAN AGREEMENT WITH FIRST REPUBLIC BANK. UNDER THE TERMS OF THE AGREEMENT, THE SCHOOL MAY BORROW UP TO $25,000,000 TO BE APPLIED TOWARDS A CLOSING ADVANCE OF $21,473,000 AND PERIODIC ADVANCE OF $3,527,000, SECURED BY CERTAIN SCHOOL ASSETS, AS DEFINED, AND SUBJECT TO LOAN COVENANTS, AS DEFINED ACCORDINGLY. THE SCHOOL USED THE CLOSING ADVANCE OF $21,473,000 TO REDEEM THE 2007 BONDS IN THE TOTAL PRINCIPAL AMOUNT OF $19,550,000 TO PAY THE PRIOR SWAP PROVIDER FOR THE EARLY TERMINATION OF AN INTEREST RATE SWAP RELATING TO THE 2007 BONDS IN THE AMOUNT OF $1,680,237, AND TO PAY COSTS OF ISSUANCE RELATING TO THE 2012 TAX EXEMPT LOAN FINANCING. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 13 | ContributionCnt |
| Noncash Contributions Rpt F990 | $205,647 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | VARIOUS OTHER ITEMS | 1 | $86,800 | FMV |
| Yes (X) | TRAVEL VOUCHERS | 4 | $46,400 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | 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 | THIS NUMBER REPRESENTS THE NUMBER OF CONTRIBUTIONS MADE, NOT THE NUMBER OF ITEMS CONTRIBUTED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | THE ORGANIZATION SUPPLIES A COPY OF THE FORM 990 TO THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES. THE REST OF THE MEMBERS OF THE BOARD OF TRUSTEES RECEIVE A COPY OF THE PUBLIC RECORD FORM 990. |
| Form 990, Part VI, Section B, line 12c | THE SCHOOL'S BOARD OF TRUSTEES HAS ADOPTED A CONFLICT OF INTEREST POLICY TO ENSURE THAT BOARD ACTIONS ARE ADOPTED FREE FROM ANY ACTUAL OR APPEARANCE OF CONFLICT OF INTEREST. TRUSTEES ARE EXPECTED TO USE COMMON SENSE AND GOOD JUDGEMENT IN THE EXERCISE OF THEIR DUTIES. WHILE THIS LIST IS NOT EXHAUSTIVE, THE FOLLOWING ARE COMMON EXAMPLES THAT COULD GIVE RISE TO A POTENTIAL OR ACTUAL CONFLICT OF INTEREST. (A) A TRUSTEE OR A MEMBER OF THE TRUSTEE'S IMMEDIATE FAMILY IS RELATED TO ANY SCHOOL EMPLOYEE OR RELATIVE OF AN EMPLOYEE BY BLOOD, MARRIAGE OR DOMESTIC PARTNERSHIP WHICH EMPLOYEE OR RELATIVE COULD BE IMPACTED BY A MATTER TO BE CONSIDERED BY THE BOARD. (B) A TRUSTEE, OR ANY ENTITY BY WHICH THE TRUSTEE OR A MEMBER OF THE TRUSTEE'S IMMEDIATE FAMILY IS EMPLOYED OR IN WHICH THE TRUSTEE HAS A DIRECT OR INDIRECT FINANCIAL INTEREST, STANDS TO BENEFIT FROM A SCHOOL TRANSACTION, INCLUDING WITHOUT LIMITATION RECEIVING PAYMENT FROM THE SCHOOL FOR ANY CONTRACT, GOOD, OR SERVICE, OTHER THAN IN REIMBURSEMENT FOR REASONABLE EXPENSES INCURRED ON BEHALF OF THE SCHOOL. (C) A TRUSTEE, OR A MEMBER OF THE TRUSTEE'S IMMEDIATE FAMILY, HAS A REAL PROPERTY INTEREST THAT COULD BE IMPACTED(EITHER POSITIVELY OR NEGATIVELY) BY THE SCHOOL'S OPERATIONS FOLLOWING DISCLOSURE OF AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST, THE BOARD CHAIR SHALL DETERMINE WHETHER AN ACTUAL CONFLICT OF INTEREST EXISTS. IF SO, THE CHAIR SHALL REFER THE MATTER TO THE EXECUTIVE COMMITTEE WHICH SHALL DETERMINE HOW BEST TO PROTECT THE SCHOOL'S INTEREST. THE CHAIR OF THE BOARD SHALL DISCLOSE HIS OR HER OWN ACTUAL OR POTENTIAL CONFLICTS OF INTEREST TO THE REMAINDER OF THE EXECUTIVE COMMITTEE, WHO SHALL DETERMINE WHETHER AN ACTUAL CONFLICT OF INTEREST EXISTS. IF SO, REFER THE MATTER TO THE EXECUTIVE COMMITTEE, WHICH SHALL DETERMINE HOW BEST TO PROTECT THE SCHOOL'S INTEREST. EACH TRUSTEE MUST SIGN AND DATE THIS POLICY ANNUALLY, AT OR BEFORE THE FIRST FALL BOARD MEETING. IN ADDITION, KEY EMPLOYEES PARTICIPATE IN AN ANNUAL CONFLICT OF INTEREST SIGN-OFF. A TRUSTEE WHO IS INVOLVED IN A POTENTIAL CONFLICT OF INTEREST IS NOT ALLOWED TO VOTE ON ANY MATTERS RELATED WITH THE CONFLICT OF INTEREST. |
| Form 990, Part VI, Section B, line 15a | THE SCHOOL USES THE BENCHMARKING TOOL PROVIDED BY THE NAIS TO COMPARE AND EVALUATE THE COMPENSATION PACKAGES OF SIMILAR POSITIONS IN THE AREA. IN ADDITION, THE SCHOOL HIRES AN INDEPENDENT CONSULTANT THAT EVALUATES THE COMPENSATION PACKAGES OF SEVERAL HEADS OF SCHOOL IN THE AREA. THE EXECUTIVE COMMITTEEE REVIEWS BOTH REPORTS, EVALUATES THE RESULTS AND SETS THE NEW COMPENSATION FOR THE HEAD OF SCHOOL. HEAD OF SCHOOL COMPENSATION WAS REVIEWED IN THE 2016 SCHOOL YEAR BY THE EXECUTIVE COMMITTEE. THE HEAD OF SCHOOL REVIEWS, EVALUATES AND DECIDES THE COMPENSATION PACKAGES OF KEY EMPLOYEES. |
| Form 990, Part VI, Section C, line 19 | THE SCHOOL'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE SCHOOL MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION WITHOUT CHARGE DURING REGULAR BUSINESS HOURS AT THE BUSINESS OFFICE. |
| Form 990, Part XII, Line 2c: | THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
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