ADVAITA SOCIETY: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- ADVAITA SOCIETY (EIN 94-2693186)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-04-26
- IRS object ID
- 201721169349300637
- Schema version
- 2015v3.0
- Note
- A later return for the same period supersedes this one.
- 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 L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-04-26T13:31:00-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954557617 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Harrington Group CPAs LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 234 East Colorado Blvd Suite M150 | AddressLine1Txt |
| City | Pasadena | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942693186 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Advaita Society- Mount Madonna School | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ADVA | BusinessNameControlTxt |
| Phone | 4088472717 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 491 Summit Road | AddressLine1Txt |
| City | Watsonville | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95076 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ronald Bingham | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 4088472717 | PhoneNum |
| Signature | 2017-04-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Tonetta L Conner CPA | PreparerPersonNm |
| PTIN | P01775198 | PTIN |
| Phone | 6264036801 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mount Madonna School | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Judith S Diffenbaugh | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 491 Summit Road | AddressLine1Txt |
| City | Watsonville | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95076 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,169,667 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.MountMadonnaSchool.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1979 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | To provide a private preschool, elementary and secondary school that is dedicated to excellent academics, positive character development and creative self-expression. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 105 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $390,668 | PYContributionsGrantsAmt |
| CY Contributions Grants | $530,634 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,789,806 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,567,842 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,948 | PYInvestmentIncomeAmt |
| CY Investment Income | -$2,361 | CYInvestmentIncomeAmt |
| PY Other Revenue | $14,343 | PYOtherRevenueAmt |
| CY Other Revenue | $10,649 | CYOtherRevenueAmt |
| PY Total Revenue | $3,198,765 | PYTotalRevenueAmt |
| CY Total Revenue | $4,106,764 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $480,659 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $593,658 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,068,304 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,202,230 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $110,530 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $644,739 | PYOtherExpensesAmt |
| CY Other Expenses | $1,168,174 | CYOtherExpensesAmt |
| PY Total Expenses | $3,193,702 | PYTotalExpensesAmt |
| CY Total Expenses | $3,964,062 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,063 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $142,702 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,118,991 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,170,746 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,444,645 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,369,883 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,674,346 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,800,863 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Accredited by the California Association of Independent Schools and the Western Association of Schools and Colleges to provide a private preschool, elementary and secondary school that is dedicated to excellent academics, positive character development and creative self-expression. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,865,250 | ExpenseAmt |
| Grant | $593,658 | GrantAmt |
| Revenue | $3,387,842 | RevenueAmt |
| Desc | To provide a private preschool, elementary and secondary school that is dedicated to excellent academics, positive character development and creative self-expression.During the year covered, 180 days of care were provided to 195 students. | Desc |
| Total Program Service Expenses | $2,865,250 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| 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 | Yes (1) | 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 | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln 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 | Yes (1) | 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 | 19 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 105 | 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 | Yes (1) | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | Yes (1) | PayPremiumsPrsnlBnftCntrctInd |
| Form1098 C Filed | Yes (1) | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | 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 | Yes (1) | 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 |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ronald Bingham Treasurer | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4088472717 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 491 Summit Road | AddressLine1Txt |
| City | Watsonville | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95076 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| Judith Sarada Diffenbaugh PhD | |||||||
| President | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Henry Ward Mailliard | |||||||
| Vice President | 30.00 | Yes (X) | Yes (X) | $15,500 | $0 | $360 | |
| Ronald Bingham | |||||||
| Treasurer | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Mary McDonald | |||||||
| Secretary | 40.00 | Yes (X) | Yes (X) | $60,553 | $0 | $14,820 | |
| Gerald Friedberg | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | 10.00 | |
| John Diffenbaugh | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Kieran Farley | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | 10.00 | |
| Iris Kachuck PhD | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| David Prisk | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Richard Timan JD | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Helene Jivanti Rutanski | |||||||
| Board Member, Head of Scho | 40.00 | Yes (X) | $51,243 | $0 | $720 | ||
| Robert Caplan | |||||||
| Board Member, Teacher | 40.00 | Yes (X) | $38,529 | $0 | $14,820 | ||
| Sondra Rohan | |||||||
| Board Member, Music Teache | 17.00 | Yes (X) | $19,375 | $0 | $0 | ||
| Jennifer Leach | |||||||
| Board Member | 40.00 | Yes (X) | $52,709 | $0 | $7,250 | ||
| Christine Smith JD | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Laurie Getz | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Elizabeth Brennan | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Leticia Bess | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Emma Peterson | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Forrest Cambell | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Carson Kelly | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $237,909 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $37,970 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Mount Madonna Center | |||||
| 445 Summit Road | Watsonville | CA | 95076 | See Schedule R | $259,977 |
| Capitol Administrators | |||||
| 2920 Prospect Park Dr Ste 210 | Rancho Cordova | CA | 95670 | Medical Claims fees | $248,159 |
| Wells Fargo Bank | |||||
| PO Box 29482 | Phoenix | AZ | 85038 | Provides Credit Card Services | $133,865 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $45,183 | FundraisingAmt |
| All Other Contributions | $485,451 | AllOtherContributionsAmt |
| Noncash Contributions | $9,790 | NoncashContributionsAmt |
| Total Contributions | $530,634 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Tuition and fees | 611600 | $3,461,594 | $3,461,594 |
| Productions | 900099 | $95,403 | $95,403 |
| Other fees | 900099 | $10,845 | $10,845 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,567,842 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $932 | TotalRevenueColumnAmt |
| Exclusion | $932 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,374 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,667 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$3,293 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$3,293 | TotalRevenueColumnAmt |
| Exclusion | -$3,293 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $19,911 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $45,183 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $19,911 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $21,782 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $25,325 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$3,543 | TotalRevenueColumnAmt |
| Exclusion | -$3,543 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous income | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $14,192 | TotalRevenueColumnAmt |
| Exclusion | $14,192 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $14,192 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,106,764 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,567,842 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,288 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $593,658 | TotalAmt |
| Program Services | $593,658 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $286,893 | TotalAmt |
| Management And General | $286,893 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,607,188 | TotalAmt |
| Program Services | $1,251,019 | ProgramServicesAmt |
| Management And General | $285,637 | ManagementAndGeneralAmt |
| Fundraising | $70,532 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167,433 | TotalAmt |
| Program Services | $138,443 | ProgramServicesAmt |
| Management And General | $21,185 | ManagementAndGeneralAmt |
| Fundraising | $7,805 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,716 | TotalAmt |
| Program Services | $94,843 | ProgramServicesAmt |
| Management And General | $40,526 | ManagementAndGeneralAmt |
| Fundraising | $5,347 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,561 | TotalAmt |
| Management And General | $2,561 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,000 | TotalAmt |
| Management And General | $15,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,840 | TotalAmt |
| Program Services | $10,840 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,715 | TotalAmt |
| Program Services | $37,545 | ProgramServicesAmt |
| Management And General | $170 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,792 | TotalAmt |
| Program Services | $17,871 | ProgramServicesAmt |
| Management And General | $35,411 | ManagementAndGeneralAmt |
| Fundraising | $510 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,771 | TotalAmt |
| Program Services | $34,771 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $272,825 | TotalAmt |
| Program Services | $124,422 | ProgramServicesAmt |
| Management And General | $131,105 | ManagementAndGeneralAmt |
| Fundraising | $17,298 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,581 | TotalAmt |
| Program Services | $47,581 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,027 | TotalAmt |
| Management And General | $31,027 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,613 | TotalAmt |
| Program Services | $51,638 | ProgramServicesAmt |
| Management And General | $22,064 | ManagementAndGeneralAmt |
| Fundraising | $2,911 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,267 | TotalAmt |
| Program Services | $79,712 | ProgramServicesAmt |
| Management And General | $34,061 | ManagementAndGeneralAmt |
| Fundraising | $4,494 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Field trips | $138,513 | $138,513 | ||
| Productions | $102,954 | $102,954 | ||
| Bad debt | $67,475 | $67,475 | ||
| Repairs and maintenance | $40,890 | $26,877 | $12,380 | $1,633 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,350 | TotalAmt |
| Program Services | $114,563 | ProgramServicesAmt |
| Management And General | $2,787 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,964,062 | TotalAmt |
| Program Services | $2,865,250 | ProgramServicesAmt |
| Management And General | $988,282 | ManagementAndGeneralAmt |
| Fundraising | $110,530 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $938,810 | BOYAmt |
| EOY | $916,589 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $164,486 | BOYAmt |
| EOY | $159,734 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $141,898 | BOYAmt |
| EOY | $31,189 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,006 | BOYAmt |
| EOY | $80,309 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,839 | BOYAmt |
| EOY | $47,964 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $270,198 | BOYAmt |
| EOY | $275,145 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,295,541 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,043,466 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,849,830 | BOYAmt |
| EOY | $2,252,075 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $183,538 | BOYAmt |
| EOY | $159,744 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,489,386 | BOYAmt |
| EOY | $1,247,997 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,118,991 | BOYAmt |
| EOY | $5,170,746 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $221,082 | BOYAmt |
| EOY | $330,614 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,152,228 | BOYAmt |
| EOY | $1,090,708 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,071,335 | BOYAmt |
| EOY | $948,561 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,444,645 | BOYAmt |
| EOY | $2,369,883 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,144,606 | BOYAmt |
| EOY | $2,414,683 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $436,786 | BOYAmt |
| EOY | $293,226 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,954 | BOYAmt |
| EOY | $92,954 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,674,346 | BOYAmt |
| EOY | $2,800,863 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,118,991 | BOYAmt |
| EOY | $5,170,746 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $142,702 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$16,185 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $189,741 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$28,562 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $161,179 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $159,532 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $30,209 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $189,741 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $127,214 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $32,318 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $159,532 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $124,917 | BeginningYearBalanceAmt |
| Contributions | $10,000 | ContributionsAmt |
| Investment Earnings Or Losses | $10,307 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $18,010 | AdministrativeExpensesAmt |
| End Year Balance | $127,214 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $141,851 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$6,934 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $10,000 | AdministrativeExpensesAmt |
| End Year Balance | $124,917 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,535,385 | OtherCostOrOtherBasisAmt |
| Depreciation | $404,772 | DepreciationAmt |
| Book Value | $2,130,613 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $760,156 | OtherCostOrOtherBasisAmt |
| Depreciation | $638,694 | DepreciationAmt |
| Book Value | $121,462 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,252,075 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Joint Agencies Trust unemployment deposit | $37,997 |
| Prepaid rent | $1,210,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,247,997 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Note payable to HFS (related party) | Desc |
| Amt | $948,561 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $948,561 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,964,557 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$16,185 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $422,400 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$548,422 | OtherRevenueAmt |
| Revenue Not Reported | -$142,207 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,106,764 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,106,764 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,838,040 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $422,400 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | -$548,422 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$126,022 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,964,062 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,964,062 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | Endowment funds consist of endowment fund and scholarship fund contributions. Scholarships may be paid from the annual income on the scholarship fund, including capital gains. Per the donor's instructions, the total amount paid out annually for scholarships should not exceed 6%, until the endowed scholarship assets reached $100,000. Once the value of the endowed asset exceeds $100,000, the total amount paid out annually for scholarships may not exceed 6% of the value of the assets. |
| Part X, Line 2: | The School is exempt from taxation under Internal Revenue Code Section 501(c)(3) and California Revenue and Taxation Code Section 23701d. 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 that all of the positions taken by the School in its federal and state exempt organization tax returns are more likely than not to be sustained upon examination. The School's returns are subject to examination by federal and state taxing authorities, generally for three and four years, respectively, after they are filed. |
| Part XI, Line 2d - Other Adjustments: | Special Event Expense 19,911. Snack bar expenses 25,325. Grants to individuals netted against revenue on audited financial statements -593,658. |
| Part XII, Line 2d - Other Adjustments: | Special events expense 19,911. Snack bar expenses 25,325. Grants to individuals netted against expense on audited financial statements -593,658. |
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 | Mount Madonna School posts the following nondiscrimination policy on their website year round: Mount Madonna School's open admission and financial assistance policies do not discriminate on the basis of race, gender, sexual preference, ethnic origin, disability, marital status, religion, creed or similar factors. This policy applies to all areas of student concerns: admissions, athletics, educational policies, financial assistance, and other school administered programs. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Summit/Auction | Event1Nm |
| Gross Receipts Event1 | $29,251 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $21,837 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $7,414 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $172 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $7,242 | OtherDirectExpensesEvent1Amt |
| Event2 | Golf Event | Event2Nm |
| Gross Receipts Event2 | $21,938 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $14,070 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $7,868 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $7,868 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $13,905 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $9,276 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $4,629 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $4,629 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $65,094 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $45,183 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $19,911 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $172 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $19,739 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $19,911 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|
| Student financial aid | 67 | $319,969 | Book value | Credits to students' tuition accounts |
| Faculty child tuition remission | 30 | $273,689 | Book value | Credits to students' tuition acounts |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | "The School uses the professional services of the National Association of Independent Schools' SSS service to help determine eligibility for need-based financial aid. All families that apply for aid are required to file with SSS. Once we receive the opinion of the SSS service, we are able to compare the financial position of our families to one another. We take this information into account with the total tuition burden of the individual family along with the resources that the School has to devote to need-based aid. This allows us to award need-based financial aid. All need-based aid is detailed on the students tuition accounts, which are part of the financial accounts the School keeps. Tuition Remission is a benefit of full-time employment at the School. All members of the class of full-time employees are eligible for this benefit. The amount of the benefit is based on the student's grade, and is published annually in the compensation schedule which is available to all employees. Part I, line 2. The School is able to monitor the use of granted funds very closely. No grant funds are made in cash. All grants are made in the form of credits to Student Tuition Accounts. | ExplanationTxt |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (2 entries)
| Relationship With OrgRelationshipWithOrgTxt | Cash GrantCashGrantAmt | Type Of AssistanceTypeOfAssistanceTxt | Assistance PurposeAssistancePurposeTxt |
|---|---|---|---|
| David Prisk | |||
| Trustee | $5,000 | Tuition grant to Mr. Prisk's daughter, a student of MMS | Attendance of Mount Madonna School |
| Carson Kelly | |||
| Board Member | $19,323 | Tuition grant for 2 of Carson Kelly's children, students of MMS. | Attendance of Mount Madonna School |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Form 990, Schedule L, Part IV | FormAndLineReferenceDesc |
| Explanation | Tuition Remission is a benefit of full-time employment at the School. All members of the class of full-time employees are eligible for this benefit and must apply through the process mandated by the Board. The amount of the benefit is based on the student's grade, and is published annually in the compensation schedule which is available to all employees. | ExplanationTxt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Various | Desc |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $9,790 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| 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 | Number of contributions is determined by the number of donors. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | John Diffenbaugh and Judith Sarada Diffenbaugh are married; John is a Trustee and Judith is also a Trustee and serves as President of the Board of Directors. |
| Form 990, Part VI, Section A, line 6 | The Trustees are considered members of the corporation according to the Bylaws. |
| Form 990, Part VI, Section A, line 7a | The main purpose of the Board of Trustees is to appoint the Head(s) of School and the Board of Directors. |
| Form 990, Part VI, Section B, line 11 | The Mount Madonna School Board discusses the draft 990 and votes to approve the final version in a Board meeting prior to the return being filed. |
| Form 990, Part VI, Section B, line 12c | Those Board Members who are employees are not allowed to vote on Board decisions affecting their own pay. Those Board Members who have connections to an outside business must disclose their financial interest so that the School management is aware of these financial interests. Usually, the School management is aware of any financial interests before the individual is invited to be on the Board. If the School contemplates doing business with that external business, then there is a Board discussion first in which the Member with the financial interest does not have a vote. Neither the Trustees nor the Board recommend vendors or other business partners to School management. Key employees also sign the policy annually and are required to disclose any financial interests they may have. |
| Form 990, Part VI, Section B, line 15a | The President of our Board is a volunteer. All Administrators, including the Heads of School, are paid according to the same compensation schedule as the teachers. All employees make substantially less than $100,000. |
| 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 IX, line 24e | School supplies: Program service expenses 27,872. Management and general expenses 0. Fundraising expenses 0. Total expenses 27,872. Athletics: Program service expenses 20,542. Management and general expenses 0. Fundraising expenses 0. Total expenses 20,542. Small furniture and equipment: Program service expenses 9,769. Management and general expenses 0. Fundraising expenses 0. Total expenses 9,769. Memberships: Program service expenses 9,178. Management and general expenses 0. Fundraising expenses 0. Total expenses 9,178. Graduation: Program service expenses 7,980. Management and general expenses 0. Fundraising expenses 0. Total expenses 7,980. Textbooks: Program service expenses 7,875. Management and general expenses 0. Fundraising expenses 0. Total expenses 7,875. Stipends: Program service expenses 5,808. Management and general expenses 0. Fundraising expenses 0. Total expenses 5,808. Summer school expenses: Program service expenses 5,602. Management and general expenses 0. Fundraising expenses 0. Total expenses 5,602. Publications: Program service expenses 5,457. Management and general expenses 0. Fundraising expenses 0. Total expenses 5,457. Special events: Program service expenses 4,659. Management and general expenses 0. Fundraising expenses 0. Total expenses 4,659. Testing: Program service expenses 2,844. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,844. Miscellaneous: Program service expenses 2,088. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,088. Year book activity: Program service expenses 1,991. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,991. Staff recruitment: Program service expenses 0. Management and general expenses 1,854. Fundraising expenses 0. Total expenses 1,854. Staff training: Program service expenses 1,524. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,524. Gifts: Program service expenses 0. Management and general expenses 933. Fundraising expenses 0. Total expenses 933. Library: Program service expenses 754. Management and general expenses 0. Fundraising expenses 0. Total expenses 754. Portable classrooms: Program service expenses 370. Management and general expenses 0. Fundraising expenses 0. Total expenses 370. Physical education department: Program service expenses 250. Management and general expenses 0. Fundraising expenses 0. Total expenses 250. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hanuman Fellowship Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 Summit Road | AddressLine1Txt |
| City | Watsonville | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95076 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510174679 | EIN |
| Primary Activities | Study, Practice and Teach Spiritual Knowledge | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(c)3 | ExemptCodeSectionTxt |
| Public Charity Status | 9 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (6 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Hanuman Fellowship Inc | ||
| K | $422,400 | Fair Market Value |
| Hanuman Fellowship Inc | ||
| C | $150,000 | Fair Market Value |
| Hanuman Fellowship Inc | ||
| E | $860,000 | Fair Market Value |
| Hanuman Fellowship Inc | ||
| E | $88,561 | Fair Market Value |
| Hanuman Fellowship Inc | ||
| P | $259,977 | Fair Market Value |
| Hanuman Fellowship Inc | ||
| Q | $73,377 | Fair Market Value |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Form 990, Schedule R, Line 2 | FormAndLineReferenceDesc |
| Explanation | The amount included in Part V, line 2, item 1 includes rent contributed in kind by Hanuman Fellowship, Inc. in the amount of $422,400-see Sch D, Part XI. The amount shown on Part V, line 2, items 2 & 3 are amounts owed to Hanuman Fellowship, Inc. as of June 30, 2016. During the year, payments made to Hanuman Fellowship, Inc. including interest on such loans was $25,000. | ExplanationTxt |
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