BOWMAN INTERNATIONAL SCHOOL: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
BOWMAN INTERNATIONAL SCHOOL (EIN 77-0403885)
Tax period
2016-09-01 to 2017-08-31
Filed
2018-02-08
IRS object ID
201840399349301044
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-02-08T14:21:53-08:00ReturnTs
Tax Period End2017-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Hutchinson and Bloodgood LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1579 Auto Center DriveAddressLine1Txt
CityWatsonvilleCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95076ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770403885EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BOWMAN INTERNATIONAL SCHOOLBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBOWMBusinessNameControlTxt
Phone6508139131PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14000 TERMAN DRIVEAddressLine1Txt
CityPALO ALTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94306ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARY E RICKSPersonNm
Person TitlePresidentPersonTitleTxt
Signature2018-02-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKAREN E SEMINGSON CPAPreparerPersonNm
PTINP00319226PTIN
Phone8317242441PhoneNum
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMARY E RICKSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14000 TERMAN DRIVEAddressLine1Txt
CityPALO ALTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94306ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$7,427,872GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
All Affiliates IncludedfalseAllAffiliatesIncludedInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.bowmanschool.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1995FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTO OPERATE A SCHOOL PROVIDING THE GENERAL PUBLIC A TUITION-BASED EDUCATIONAL PROGRAM FOR STUDENTS FROM KINDERGARTEN THROUGH EIGHTH GRADE BASED UPON, BUT NOT LIMITED TO, AN INTERNATIONAL AND MONTESSORI CURRICULUM.ActivityOrMissionDesc
Voting Members Governing Body14VotingMembersGoverningBodyCnt
Voting Members Independent14VotingMembersIndependentCnt
Total Employee66TotalEmployeeCnt
Total Volunteers28TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$304,844PYContributionsGrantsAmt
CY Contributions Grants$890,220CYContributionsGrantsAmt
PY Program Service Revenue$6,243,947PYProgramServiceRevenueAmt
CY Program Service Revenue$6,529,882CYProgramServiceRevenueAmt
PY Investment Income$503PYInvestmentIncomeAmt
CY Investment Income$6,425CYInvestmentIncomeAmt
PY Other Revenue$1,915PYOtherRevenueAmt
CY Other Revenue$1,345CYOtherRevenueAmt
PY Total Revenue$6,551,209PYTotalRevenueAmt
CY Total Revenue$7,427,872CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$4,398,833PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$4,604,871CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$57,000PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$48,000CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$275,954CYTotalFundraisingExpenseAmt
PY Other Expenses$1,729,588PYOtherExpensesAmt
CY Other Expenses$1,794,131CYOtherExpensesAmt
PY Total Expenses$6,185,421PYTotalExpensesAmt
CY Total Expenses$6,447,002CYTotalExpensesAmt
PY Revenues Less Expenses$365,788PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$980,870CYRevenuesLessExpensesAmt
Total Assets BOY$14,810,691TotalAssetsBOYAmt
Total Assets EOY$22,656,761TotalAssetsEOYAmt
Total Liabilities BOY$7,250,665TotalLiabilitiesBOYAmt
Total Liabilities EOY$14,115,865TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$7,560,026NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$8,540,896NetAssetsOrFundBalancesEOYAmt
MissionTO OPERATE A SCHOOL PROVIDING THE GENERAL PUBLIC A TUITION-BASED EDUCATIONAL PROGRAM FOR STUDENTS FROM KINDERGARTEN THROUGH EIGHTH GRADE BASED UPON, BUT NOT LIMITED TO, AN INTERNATIONAL AND MONTESSORI CURRICULUM.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$5,677,486ExpenseAmt
Revenue$6,529,882RevenueAmt
DescAN ELEMENTARY AND MIDDLE SCHOOL PROGRAM THAT OFFERS INDIVIDUALIZED AND SELF-INITIATED LEARNING AND ENCOURAGES INTELLECTUAL AND SOCIAL DEVELOPMENT IN THE CONTEXT OF A GLOBAL ECONOMY.Desc
Total Program Service Expenses$5,677,486TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document22IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee66EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Form8282 Filed0Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Org Filed In Lieu Of Form1041falseOrgFiledInLieuOfForm1041Ind
Licensed More Than One StatefalseLicensedMoreThanOneStateInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members14GoverningBodyVotingMembersCnt
Independent Voting Member14IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMARY BETH RICKSPersonNm
Phone6508139131PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14000 TERMAN DRIVEAddressLine1Txt
CityPALO ALTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94306ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
KRISTIN KASSAEI
Chairman2.000.00Yes (X)Yes (X)$0$0$0
DOUG GONSALVES
MEMBER2.000.00Yes (X)$0$0$0
BRENT LUCAS
Treasurer2.000.00Yes (X)Yes (X)$0$0$0
KETAN KOTAK
MEMBER2.000.00Yes (X)$0$0$0
KRISTA GLANTSCHNIG
MEMBER2.000.00Yes (X)$0$0$0
SIMMI KOKAL
MEMBER2.000.00Yes (X)$0$0$0
CYNTHIA BRIGHT
MEMBER2.000.00Yes (X)$0$0$0
BRAD KRUEGER
Secretary2.000.00Yes (X)Yes (X)$0$0$0
REBECCA KATZ
MEMBER2.000.00Yes (X)$0$0$0
JONATHAN LEFF
Chairman2.000.00Yes (X)Yes (X)$0$0$0
CARYL ATHANASIU
MEMBER2.000.00Yes (X)$0$0$0
CHRISTOPHER LOWMAN
MEMBER2.000.00Yes (X)$0$0$0
SHYMALI SINGHAL
MEMBER2.000.00Yes (X)$0$0$0
MARY VINCENT
MEMBER2.000.00Yes (X)$0$0$0
MARY E RICKS
President40.000.00Yes (X)$177,660$0$5,330
STEPHEN E ESCHER
DIRECTOR OF ARTS40.000.00$133,284$0$3,999Yes (X)
PAMELA BETH SHANKS
ASSOC HEAD OF SCH40.000.00$124,210$0$2,189Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$435,154TotalReportableCompFromOrgAmt
Total Other Compensation$11,518TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K3IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$890,220AllOtherContributionsAmt
Noncash Contributions$110,470NoncashContributionsAmt
Total Contributions$890,220TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ENROLLMENT FEE$128,000$128,000
PROGRAM FEE INCOME$134,994$134,994
TUITION INCOME$6,266,888$6,266,888
FieldValueIRS element (for citing)
Total Program Service Revenue$6,529,882TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,425TotalRevenueColumnAmt
Exclusion$6,425ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescLATE FEES AND PENALTIESDesc
Total Revenue Column$1,345TotalRevenueColumnAmt
Related Or Exempt Func Income$1,345RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,345OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,427,872TotalRevenueColumnAmt
Related Or Exempt Func Income$6,531,227RelatedOrExemptFuncIncomeAmt
Exclusion$6,425ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$182,990TotalAmt
Program Services$155,542ProgramServicesAmt
Management And General$27,448ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$3,383,758TotalAmt
Program Services$3,146,067ProgramServicesAmt
Management And General$170,116ManagementAndGeneralAmt
Fundraising$67,575FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,038,123TotalAmt
Program Services$923,192ProgramServicesAmt
Management And General$85,391ManagementAndGeneralAmt
Fundraising$29,540FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$20,100TotalAmt
Management And General$20,100ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$57,840TotalAmt
Management And General$57,840ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$48,000TotalAmt
Fundraising$48,000FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$31,921TotalAmt
Program Services$15,798ProgramServicesAmt
Management And General$9,159ManagementAndGeneralAmt
Fundraising$6,964FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$83,377TotalAmt
Program Services$2,341ProgramServicesAmt
Management And General$4,675ManagementAndGeneralAmt
Fundraising$76,361FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$20,230TotalAmt
Program Services$8,599ProgramServicesAmt
Management And General$955ManagementAndGeneralAmt
Fundraising$10,676FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$116,854TotalAmt
Program Services$105,169ProgramServicesAmt
Management And General$11,685ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$49,246TotalAmt
Program Services$12,577ProgramServicesAmt
Management And General$1,397ManagementAndGeneralAmt
Fundraising$35,272FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$321,734TotalAmt
Program Services$289,561ProgramServicesAmt
Management And General$32,173ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$303,206TotalAmt
Program Services$272,885ProgramServicesAmt
Management And General$30,321ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$65,111TotalAmt
Program Services$58,600ProgramServicesAmt
Management And General$6,511ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
FIELD TRIPS$180,245$180,245
REPAIRS AND MAINTENANCE$137,503$123,753$13,750
FACULTY TRAINING$108,489$101,715$5,637$1,137
SUPPLIES AND MATERIALS$75,774$75,774

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$222,501TotalAmt
Program Services$205,668ProgramServicesAmt
Management And General$16,404ManagementAndGeneralAmt
Fundraising$429FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$6,447,002TotalAmt
Program Services$5,677,486ProgramServicesAmt
Management And General$493,562ManagementAndGeneralAmt
Fundraising$275,954FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$226,067BOYAmt
EOY$259,435EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,239,625BOYAmt
EOY$3,361,870EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$29,000BOYAmt
EOY$184,575EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$15,661BOYAmt
EOY$14,075EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$72,177BOYAmt
EOY$83,827EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$20,928,499LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$3,257,738LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$11,756,586BOYAmt
EOY$17,670,761EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,471,575BOYAmt
EOY$1,082,218EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$14,810,691BOYAmt
EOY$22,656,761EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$242,362BOYAmt
EOY$192,067EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,526,508BOYAmt
EOY$1,832,956EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$1,513,594BOYAmt
EOY$11,945,842EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,968,201BOYAmt
EOY$145,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$7,250,665BOYAmt
EOY$14,115,865EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$7,474,083BOYAmt
EOY$7,783,379EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$85,943BOYAmt
EOY$757,517EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,560,026BOYAmt
EOY$8,540,896EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$14,810,691BOYAmt
EOY$22,656,761EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$980,870ReconcilationRevenueExpnssAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Assets Included$10,000AssetsIncludedAmt
FieldValueIRS element (for citing)
Solicited Assets SalefalseSolicitedAssetsSaleInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$12,076,732OtherCostOrOtherBasisAmt
Book Value$12,076,732BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$7,824,375OtherCostOrOtherBasisAmt
Depreciation$2,850,491DepreciationAmt
Book Value$4,973,884BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$132,778OtherCostOrOtherBasisAmt
Depreciation$92,802DepreciationAmt
Book Value$39,976BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$582,045OtherCostOrOtherBasisAmt
Depreciation$120,447DepreciationAmt
Book Value$461,598BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$312,569OtherCostOrOtherBasisAmt
Depreciation$193,998DepreciationAmt
Book Value$118,571BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$17,670,761TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescENROLLMENT DEPOSITSDesc
Amt$145,000Amt
FieldValueIRS element (for citing)
Total Liability$145,000TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$7,427,872TotalRevEtcAuditedFinclStmtAmt
Revenue Subtotal$7,427,872RevenueSubtotalAmt
Total Revenue Per Form990$7,427,872TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$6,447,002TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$6,447,002ExpensesSubtotalAmt
Total Expenses Per Form990$6,447,002TotalExpensesPerForm990Amt

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (true)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (true)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (true)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (true)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (true)MaintainCpyOfAllSolInd
Discriminate Race Stdnts RghtsfalseDiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss PlcyfalseDiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm FcultyfalseDiscriminateRaceEmplmFcultyInd
Discriminate Race SchsfalseDiscriminateRaceSchsInd
Discriminate Race Educ PlcyfalseDiscriminateRaceEducPlcyInd
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt ProgfalseDiscriminateRaceAthltProgInd
Discriminate Race Other ActyfalseDiscriminateRaceOtherActyInd
Government Financial Aid RcvdfalseGovernmentFinancialAidRcvdInd
Government Financial Aid RvkdfalseGovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (true)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule E, Line 3 - Racially Nondiscriminatory Policy PublicizedPUBLICIZED THROUGH NEWSPAPERS AND WEBSITE
Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
Schedule E, Line 5 - Explanation of Organization Discrimination by Race

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1NORA STERRIN GOOCHBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11201 DAYTON AVEAddressLine1Txt
CitySAN CARLOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94070ZIPCd
FieldValueIRS element (for citing)
ActivityCAPITAL CAMPAIGN CONSULTActivityTxt
Fundraiser Control Of FundsfalseFundraiserControlOfFundsInd
Retained By Contractor$48,000RetainedByContractorAmt
FieldValueIRS element (for citing)
Total Retained By Contractors$48,000TotalRetainedByContractorsAmt
Licensed StatesCALicensedStatesCd

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd
Rebuttable Presumption ProcfalseRebuttablePresumptionProcInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonMARY E RICKSPersonNm
TitlePresidentTitleTxt
Base Compensation Filing Org$177,660BaseCompensationFilingOrgAmt
Deferred Compensation Flng Org$5,330DeferredCompensationFlngOrgAmt
Total Compensation Filing Org$182,990TotalCompensationFilingOrgAmt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution10ContributionCnt
Noncash Contributions Rpt F990$110,470NoncashContributionsRptF990Amt
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsfalseReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 11b: Form 990 Review ProcessHEAD OF SCHOOL, CONSULTING CFO AND TREASURER REVIEW BEFORE FILING; BOARD AND AUDIT COMMITTEE REVIEW AFTER FILING
Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of ConflictsOfficers & trustees disclose and update any potential or actual conflict of interest when it occurs. All voting members of governing body are covered under the policy. A person with a conflict is subject to any restriction upon decisions by governing body.
Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top ManagementBoard of Trustees reviews the performance of Head of School and other key employees; determines compensation on annual basis.
Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key EmployeesSee above.
Form 990, Part VI, Line 19: Other Organization Documents Publicly AvailableAll governing documents are available upon request from the Head of School.

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