WESTSIDE NEIGHBORHOOD SCHOOL: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- WESTSIDE NEIGHBORHOOD SCHOOL (EIN 95-3551091)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-04-10
- IRS object ID
- 201821009349301057
- 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 G
- Schedule I
- Schedule J
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-04-10T15:48:22-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | 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 | 301 N LAKE AVE SUITE 900 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | 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 | 953551091 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTSIDE NEIGHBORHOOD SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 3105748650 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5401 BEETHOVEN ST | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90066 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID RUSSELL | PersonNm |
| Person Title | BOARD CHAIRMAN | PersonTitleTxt |
| Phone | 3105748650 | PhoneNum |
| Signature | 2018-04-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID ROBYDEK | PreparerPersonNm |
| PTIN | P02127582 | PTIN |
| Phone | 6267933600 | PhoneNum |
| Preparation | 2018-04-06 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-04-10 | IPDt |
| IP Tm | 13:47:50 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3A69748B60C5562FF1572AE4C29EA0C331661B82 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BDE3236647F86B8AD5E61DCF27015D6D554B66D7 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID RUSSELL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5401 BEETHOVEN ST | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90066 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $16,587,793 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WNSK8.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1980 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | AN INDEPENDENT DAY SCHOOL PROVIDING EDUCATION FOR STUDENTS FROM K-8 GRADES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 170 | TotalEmployeeCnt |
| Total Volunteers | 285 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,703,465 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,290,182 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $13,034,816 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $13,973,931 | CYProgramServiceRevenueAmt |
| PY Investment Income | $12,162 | PYInvestmentIncomeAmt |
| CY Investment Income | $19,066 | CYInvestmentIncomeAmt |
| PY Other Revenue | $228,997 | PYOtherRevenueAmt |
| CY Other Revenue | $192,947 | CYOtherRevenueAmt |
| PY Total Revenue | $15,979,440 | PYTotalRevenueAmt |
| CY Total Revenue | $16,476,126 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,502,219 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,699,194 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,321,797 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,062,129 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $613,699 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,841,563 | PYOtherExpensesAmt |
| CY Other Expenses | $5,044,200 | CYOtherExpensesAmt |
| PY Total Expenses | $14,665,579 | PYTotalExpensesAmt |
| CY Total Expenses | $15,805,523 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,313,861 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $670,603 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $11,684,768 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,933,812 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $9,090,241 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,605,911 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,594,527 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,327,901 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO CREATE A COMMUNITY OF LIFELONG LEARNERS THAT NURTURES STUDENTS FROM DIVERSE BACKGROUNDS TO REACH THEIR FULL POTENTIAL AND INSPIRE THEM TO CONTRIBUTE TO THE WORLD WITH CONFIDENCE, CREATIVITY, CURIOSITY, CONSCIENCE AND COMPASSION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $12,257,955 | ExpenseAmt |
| Grant | $1,699,194 | GrantAmt |
| Revenue | $13,973,931 | RevenueAmt |
| Desc | WESTSIDE NEIGHBORHOOD SCHOOL (THE SCHOOL) IS ACCREDITED BY THE CALIFORNIA ASSOCIATION OF INDEPENDENT SCHOOLS AND THE WESTERN ASSOCIATION OF SCHOOLS AND COLLEGES. THE SCHOOL OPERATES A PRIVATE ELEMENTARY AND MIDDLE SCHOOL, WHICH OFFERS A WELL-ROUNDED ACADEMIC CURRICULUM, INCLUDING LANGUAGE ARTS, MATHEMATICS, SCIENCE, SOCIAL STUDIES, PHYSICAL EDUCATION, ART, MUSIC, TECHNOLOGY AND FOREIGN LANGUAGE. THE SCHOOL'S TOTAL ENROLLMENT IN FISCAL YEAR 2016-17 WAS 461.THE SCHOOL EMBRACES A POSITIVE, CHILD-CENTERED APPROACH TO EDUCATION THAT STRIVES TO FULLY DEVELOP THE POTENTIAL OF EACH STUDENT, INTELLECTUALLY, SOCIALLY, EMOTIONALLY, AND PHYSICALLY. OUR HIGH ACADEMIC AND ETHICAL STANDARDS ENCOURAGE STUDENTS TO TAKE RESPONSIBILITY FOR THEIR LEARNING AND THEIR BEHAVIOR. OUR CURRICULUM IS DESIGNED TO ENGAGE STUDENTS IN A HIGHLY DIFFERENTIATED, PROJECT-BASED, ACTIVE LEARNING CURRICULUM THAT CHALLENGES ALL STUDENTS TO GROW. WE PROVIDE AN ENVIRONMENT WHERE EACH CHILD IS ABLE TO EXPERIENCE SUCCESS, IS CONFIDENT IN TAKING INTELLECTUAL RISKS, WHERE INDIVIDUALS FEEL VALUED IN THEIR DIFFERENCES AND VALUE THE DIFFERENCES IN OTHERS.OUR GOAL IS TO INSTILL IN OUR STUDENTS A LOVE OF LEARNING AND AN UNDERSTANDING OF OUR WORLD, AND TO PROVIDE FOR OUR TEACHERS AND STAFF AN ENVIRONMENT OF COLLEGIALITY AND PROFESSIONAL GROWTH. THE SCHOOL RECOGNIZES THAT CHILDREN HAVE DIFFERENT LEARNING STYLES AND LEARN AT DIFFERENT RATES. OUR PROGRAM IS BUILT FROM THE BEST PRACTICES DERIVED FROM THE PROGRESSIVE, DEVELOPMENTAL AND TRADITIONAL EDUCATIONAL PHILOSOPHIES, AND EMPLOYS A VARIETY OF EXPERIENTIAL AGE-APPROPRIATE ACTIVITIES DESIGNED TO ACCOMMODATE STUDENTS' NEEDS, INVITE THEIR CREATIVITY AND CHALLENGE THEIR GROWTH. WE STRIVE TO BE A COMMUNITY OF LIFELONG LEARNERS, WHERE ACADEMIC EXCELLENCE, CREATIVITY, SENSE OF HUMOR, INDEPENDENCE, SELF-DISCIPLINE AND HIGH MORAL STANDARDS ARE VALUED. | Desc |
| Total Program Service Expenses | $12,257,955 | 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 | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 63 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 170 | 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 | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | 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 | JOON LEE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3105748650 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5401 BEETHOVEN ST | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90066 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 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 |
|---|---|---|---|---|---|---|---|
| DAVID RUSSELL | |||||||
| BOARD CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GERI BAUR | |||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| TRISHA BURDICK | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DORIKA BECKETT | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DYLAN ANGLIN | |||||||
| EXECUTIVE ASSISTANT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH BRINK | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NICKI CARLSEN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FRANK CLEMENTI | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MYCHELLE DESCHAMPS | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DIANE FECHO | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LES FROST | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RAY HANNA | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDA LAVEZZO | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JENN LETSCHER | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PETE NYQUIST | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CYNTHIA PATTON | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOANNE REIERSON | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JILL SHINDERMAN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| YALDA UHLS | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH ZAMORA | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ONNA BELL | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PENELOPE LINGE | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NICK TELL | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRADLEY ZACUTO | |||||||
| HEAD OF SCHOOL | 40.00 | Yes (X) | $351,943 | $0 | $27,830 | ||
| JOON LEE | |||||||
| DIRECTOR OF FINANCE | 40.00 | Yes (X) | $139,479 | $0 | $19,648 | ||
| CATHY GEMGNANI | |||||||
| DIRECTOR OF ADVANCEMENT | 40.00 | Yes (X) | $181,679 | $0 | $21,966 | ||
| DARLENE FOUNTAINE | |||||||
| DIRECTOR OF ADMISSION | 40.00 | $118,853 | $0 | $16,111 | Yes (X) | ||
| STACEY KOFF | |||||||
| ASSISTANT HOS | 40.00 | $121,706 | $0 | $8,358 | Yes (X) | ||
| HEIDI REIMANN | |||||||
| ASSISTANT HOS | 40.00 | $121,706 | $0 | $13,621 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,035,366 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $107,534 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | 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 | $124,800 | FundraisingAmt |
| All Other Contributions | $2,165,382 | AllOtherContributionsAmt |
| Total Contributions | $2,290,182 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| TUITION | 611710 | $13,258,279 | $13,258,279 | $0 |
| DAYCARE REVENUE | 611710 | $436,336 | $436,336 | $0 |
| SUMMER SCHOOL | 611710 | $194,247 | $194,247 | $0 |
| OTHER INCOME | 611710 | $85,069 | $85,069 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $13,973,931 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,066 | TotalRevenueColumnAmt |
| Exclusion | $19,066 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $39,555 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $39,555 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $39,555 | TotalRevenueColumnAmt |
| Exclusion | $39,555 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $265,059 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $124,800 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $111,667 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $153,392 | TotalRevenueColumnAmt |
| Exclusion | $153,392 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,476,126 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,973,931 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $212,013 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,699,194 | TotalAmt |
| Program Services | $1,699,194 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $703,971 | TotalAmt |
| Program Services | $234,657 | ProgramServicesAmt |
| Management And General | $234,657 | ManagementAndGeneralAmt |
| Fundraising | $234,657 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,774,109 | TotalAmt |
| Program Services | $5,487,092 | ProgramServicesAmt |
| Management And General | $1,183,093 | ManagementAndGeneralAmt |
| Fundraising | $103,924 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $330,568 | TotalAmt |
| Program Services | $247,926 | ProgramServicesAmt |
| Management And General | $76,031 | ManagementAndGeneralAmt |
| Fundraising | $6,611 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $717,438 | TotalAmt |
| Program Services | $575,247 | ProgramServicesAmt |
| Management And General | $130,816 | ManagementAndGeneralAmt |
| Fundraising | $11,375 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $536,043 | TotalAmt |
| Program Services | $405,916 | ProgramServicesAmt |
| Management And General | $119,717 | ManagementAndGeneralAmt |
| Fundraising | $10,410 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $248,339 | TotalAmt |
| Program Services | $168,353 | ProgramServicesAmt |
| Management And General | $63,493 | ManagementAndGeneralAmt |
| Fundraising | $16,493 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,656 | TotalAmt |
| Management And General | $10,656 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,970 | TotalAmt |
| Management And General | $43,970 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,889 | TotalAmt |
| Program Services | $5,889 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,678 | TotalAmt |
| Management And General | $59,678 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $166,269 | TotalAmt |
| Program Services | $14,779 | ProgramServicesAmt |
| Management And General | $137,735 | ManagementAndGeneralAmt |
| Fundraising | $13,755 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,460 | TotalAmt |
| Program Services | $2,678 | ProgramServicesAmt |
| Management And General | $100,705 | ManagementAndGeneralAmt |
| Fundraising | $77 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,749,555 | TotalAmt |
| Program Services | $2,184,886 | ProgramServicesAmt |
| Management And General | $428,114 | ManagementAndGeneralAmt |
| Fundraising | $136,555 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,643 | TotalAmt |
| Program Services | $52,755 | ProgramServicesAmt |
| Management And General | $63,280 | ManagementAndGeneralAmt |
| Fundraising | $7,608 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,311 | TotalAmt |
| Management And General | $17,311 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $423,042 | TotalAmt |
| Program Services | $338,434 | ProgramServicesAmt |
| Management And General | $63,456 | ManagementAndGeneralAmt |
| Fundraising | $21,152 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,109 | TotalAmt |
| Program Services | $65,688 | ProgramServicesAmt |
| Management And General | $12,316 | ManagementAndGeneralAmt |
| Fundraising | $4,105 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BOOKS AND CLASSROOM EXP | $318,363 | $265,959 | $46,405 | $5,999 |
| CURRICULUM EXPENSES | $301,265 | $301,265 | ||
| AFTER SCHOOL AND SUMMER | $206,724 | $206,724 | ||
| BAD DEBT EXPENSE | $513 | $513 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $183,414 | TotalAmt |
| Management And General | $142,436 | ManagementAndGeneralAmt |
| Fundraising | $40,978 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,805,523 | TotalAmt |
| Program Services | $12,257,955 | ProgramServicesAmt |
| Management And General | $2,933,869 | ManagementAndGeneralAmt |
| Fundraising | $613,699 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,576,217 | BOYAmt |
| EOY | $3,424,614 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $838,506 | BOYAmt |
| EOY | $480,944 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $784,966 | BOYAmt |
| EOY | $977,203 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,414 | BOYAmt |
| EOY | $68,405 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $158,828 | BOYAmt |
| EOY | $417,853 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $15,073,639 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,913,563 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,138,792 | BOYAmt |
| EOY | $11,160,076 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $662,625 | BOYAmt |
| EOY | $935,499 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $466,420 | BOYAmt |
| EOY | $469,218 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,684,768 | BOYAmt |
| EOY | $17,933,812 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,949 | BOYAmt |
| EOY | $2,868,010 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,410,800 | BOYAmt |
| EOY | $7,597,967 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,687,500 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,549,492 | BOYAmt |
| EOY | $2,452,434 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,090,241 | BOYAmt |
| EOY | $14,605,911 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$288,005 | BOYAmt |
| EOY | $2,040,437 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,867,382 | BOYAmt |
| EOY | $272,314 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,015,150 | BOYAmt |
| EOY | $1,015,150 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,594,527 | BOYAmt |
| EOY | $3,327,901 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,684,768 | BOYAmt |
| EOY | $17,933,812 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $670,603 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $62,771 | 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
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $290,730 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,163,343 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $69,321 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $70,000 | OtherExpendituresAmt |
| End Year Balance | $1,162,664 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,244,104 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$10,761 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $70,000 | OtherExpendituresAmt |
| End Year Balance | $1,163,343 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,294,524 | BeginningYearBalanceAmt |
| Contributions | $100 | ContributionsAmt |
| Investment Earnings Or Losses | $19,480 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $70,000 | OtherExpendituresAmt |
| End Year Balance | $1,244,104 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,224,597 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $119,927 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $50,000 | OtherExpendituresAmt |
| End Year Balance | $1,294,524 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,191,688 | BeginningYearBalanceAmt |
| Contributions | $230 | ContributionsAmt |
| Investment Earnings Or Losses | $82,679 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $50,000 | OtherExpendituresAmt |
| End Year Balance | $1,224,597 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.87310 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.12690 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,870,679 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,157,476 | DepreciationAmt |
| Book Value | $10,713,203 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,202,960 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,756,087 | DepreciationAmt |
| Book Value | $446,873 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $11,160,076 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED RENT LIABILITY | Desc |
| Amt | $2,452,434 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,452,434 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $14,839,703 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $62,771 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$1,699,194 | OtherRevenueAmt |
| Revenue Not Reported | -$1,636,423 | RevenueNotReportedAmt |
| Revenue Subtotal | $16,476,126 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $16,476,126 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $14,106,329 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $14,106,329 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $1,699,194 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,699,194 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $15,805,523 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE SCHOOL'S DONOR-RESTRICTED ENDOWMENT FUNDS ARE TO BE USED FOR SCHOLARSHIPS AND FINANCIAL AID. |
| PART X, LINE 2: | 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 2D - OTHER ADJUSTMENTS: | FINANCIAL AID AWARDED TO ELIGIBLE STUDENTS -1,699,194. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID AWARDED TO ELIGIBLE STUDENTS 1,699,194. |
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 | OUR NONDISCRIMINATORY POLICY IS INCLUDED IN OUR WEBSITE AND OUR PRINT MEDIA ADVERTISEMENTS DIRECT PEOPLE TO OUR WEBSITE. THE SCHOOL PUBLICIZES ITS RACIALLY NONDISCRIMINATORY POLICY THROUGH A LOCAL NEWSPAPER ON AN ANNUAL BASIS. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $331,341 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $124,800 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $206,541 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $35,902 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $4,726 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $17,955 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $44,524 | OtherDirectExpensesEvent1Amt |
| Event2 | PARTY BOOK | Event2Nm |
| Gross Receipts Event2 | $43,875 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $43,875 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $5,290 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $1,051 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 5 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $5,572 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $5,572 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $716 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $380,788 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $124,800 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $255,988 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $35,902 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $10,016 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $17,955 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $46,291 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $110,164 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $145,824 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FINANCIAL AID AWARDED TO ELIGIBLE STUDENTS | GrantTypeTxt |
| Recipient | 114 | RecipientCnt |
| Non Cash Assistance | $1,699,194 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | FINANCIAL AID TO STUDENTS | 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 AN ONLINE APPLICATION WITH A THIRD-PARTY PROCESSOR, FINANCIAL AID FOR SCHOOL TUITION (FAST). FAST IS SPONSORED BY INDEPENDENT SCHOOL MANAGEMENT (ISM). PARENTS ALSO SUBMIT COPIES OF TAX RETURNS AS BACK-UP DOCUMENTATION. FAST'S SOFTWARE ANALYZES THE FINANCIAL DATA AND MAKES A DETERMINATION OF EACH FAMILY'S ELIGIBILITY FOR ASSISTANCE AND A SUGGESTED AMOUNT. THESE RECOMMENDATIONS ARE CONSIDERED BY THE ADMINISTRATIVE REVIEW COMMITTEE. FINAL DECISIONS ARE MADE BY THE HEAD OF SCHOOL IN A NON-DISCRIMINATORY MANNER. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| 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 |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BRADLEY ZACUTO | ||||||||||||||
| HEAD OF SCHOOL | $351,280 | $0 | $663 | $0 | $0 | $0 | $15,600 | $0 | $12,230 | $0 | $379,773 | $0 | $0 | $0 |
| JOON LEE | ||||||||||||||
| DIRECTOR OF FINANCE | $138,800 | $0 | $679 | $0 | $0 | $0 | $8,700 | $0 | $10,948 | $0 | $159,127 | $0 | $0 | $0 |
| CATHY GEMGNANI | ||||||||||||||
| DIRECTOR OF ADVANCEMENT | $181,000 | $0 | $679 | $0 | $0 | $0 | $11,160 | $0 | $10,806 | $0 | $203,645 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | THE SCHOOL REIMBURSES THE HEAD OF SCHOOL FOR MEMBERSHIP TO AN APPROVED FITNESS PROGRAM, LIMITED TO A MAXIMUM OF $4,500 PER YEAR, WHICH IS TAXABLE TO THE HEAD. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRANK CLEMENTI | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | BOARD MEMBER | RelationshipDescriptionTxt |
| Transaction | $477,749 | TransactionAmt |
| Transaction | FRANK CLEMENTI IS A PRINCIPAL OF RIOS CLEMENTI HALE STUDIOS AND PROVIDE ARCHITECTURAL SERVICES TO THE SCHOOL. FRANK CLEMENTI IS ALSO THE BOARD MEMBER. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990, WITHOUT SCHEDULE B, IS PROVIDED TO ALL BOARD MEMBERS FOR REVIEW PRIOR TO FILING. THE FORM 990 IS PREPARED BY THE SCHOOL'S OUTSIDE PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. THE RETURN IS REVIEWED BY MANAGEMENT AND ANY CHANGES ARE INCORPORATED INTO THE FILING. THE FORM IS THEN REVIEWED AND APPROVED BY THE CHAIR OF THE BOARD OF TRUSTEES BEFORE THE FORM 990, EXCLUDING SCHEDULE B, IS PROVIDED TO THE BOARD OF TRUSTEES PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH YEAR, EVERY BOARD MEMBER, OFFICER AND KEY EMPLOYEE IS REQUIRED TO COMPLETE AND SIGN A CONFLICT OF INTEREST STATEMENT. A BOARD COMMITTEE CIRCULATES THE CONFLICT OF INTEREST STATEMENTS. ONCE COLLECTED, THE SIGNED FORMS ARE MAINTAINED IN THE BUSINESS OFFICE. SUCH FORM DESCRIBES TYPES OF CONFLICTS OF INTEREST AND REQUIRES DISCLOSURE OF ANY SUCH CONFLICTS. ALL FORMS ARE SHARED WITH THE BOARD'S EXECUTIVE COMMITTEE CHAIR, BOARD CHAIR, HEAD OF SCHOOL, AND THE DIRECTOR OF ADVANCEMENT. CONFLICTS, IF ANY, ARE DISCLOSED ON THE FORM 990. EVERY WESTSIDE NEIGHBORHOOD SCHOOL BOARD MEMBER SHALL BE REQUIRED ANNUALLY TO PROVIDE FULL WRITTEN DISCLOSURE OF ANY FINANCIAL INTERESTS OR RELATIONSHIPS THAT MAY IN ANY WAY PRESENT A CONFLICT BETWEEN HIS/HER BUSINESS OR PROFESSIONAL ROLES AND HIS/HER ROLE AS A BOARD MEMBER. ANY TRUSTEE, OFFICER, EMPLOYEE WHO HAS AN INTEREST IN OR IS DIRECTLY OR INDIRECTLY A PARTY TO, A CONTRACT OR TRANSACTION PRESENTED TO THE BOARD OF DIRECTORS (OR ONE OF ITS COMMITTEES) FOR AUTHORIZATION, APPROVAL OR RATIFICATION, SHALL MAKE A PROMPT, FULL AND FRANK DISCLOSURE OF HIS OR HER INTEREST TO THE PRESIDENT OF THE BOARD OF DIRECTORS, OR IN THE PRESIDENT'S ABSENCE, TO THE VICE-PRESIDENT OF THE BOARD OF DIRECTORS, PRIOR TO THE BOARD'S (OR SCHOOL'S) ACTING ON SUCH CONTRACT OR TRANSACTION. SUCH DISCLOSURE SHALL INCLUDE ALL RELEVANT AND MATERIAL FACTS KNOWN TO SUCH PERSON ABOUT THE CONTRACT OR TRANSACTION AND THE PERSON'S INTEREST OR RELATIONSHIP TO THE CONTRACT OR TRANSACTION. WHERE A POTENTIAL CONFLICT OF INTEREST EXISTS, IT SHALL BE THE RESPONSIBILITY OF THE PERSON INVOLVED OR ANY OTHER PERSON WITH KNOWLEDGE TO NOTIFY THE BOARD OF TRUSTEES OF THE POTENTIAL CONFLICT, SO THAT THE BOARD OF TRUSTEES CAN PROVIDE SUCH GUIDANCE AND TAKE SUCH ACTION AS IT SHALL DEEM APPROPRIATE. ANY TRUSTEE WHO HAS A POTENTIAL CONFLICT OF INTEREST MAY, AND AT THE REQUEST OF THE PRESIDENT, WILL EXCUSE HIMSELF OR HERSELF FROM ANY PARTICIPATION IN THE BOARD'S DECISION ON THAT MATTER, OTHER THAN TO PRESENT FACTUAL INFORMATION OR TO RESPOND TO THE BOARD'S QUESTIONS, BEFORE ABSENTING HIM OR HERSELF FROM ALL DISCUSSION AND VOTING. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE BOARD OF TRUSTEES DETERMINES THE COMPENSATION OF THE HEAD OF SCHOOL. DETERMINATIONS ARE MADE BY COMPARISONS WITH DATA OBTAINED FROM THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS AND CALIFORNIA ASSOCIATION OF INDEPENDENT SCHOOLS (CAIS). IN ADDITION, OUTSIDE CONSULTANTS ARE USED ON OCCASION AND THE HEAD OF SCHOOL HAS A WRITTEN CONTRACT. OTHER OFFICERS AND KEY EMPLOYEES ARE REVIEWED BY THE HEAD OF SCHOOL AND COMPARED WITH COMPENSATION AT OTHER LOCAL CAIS SCHOOLS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. |
Comments