MUSIC ACADEMY OF THE WEST: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MUSIC ACADEMY OF THE WEST (EIN 95-1525814)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-13
- IRS object ID
- 201421339349305872
- Schema version
- 2013v3.1
- 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 J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-13T17:17:38-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Stoltey & Associates | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 57 | AddressLine1 |
| City | Los Olivos | City |
| State | CA | State |
| ZIP Code | 93441 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951525814 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MUSIC ACADEMY OF THE WEST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MUSI | BusinessNameControlTxt |
| Phone | 8059694726 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1070 FAIRWAY DRIVE | AddressLine1 |
| City | SANTA BARBARA | City |
| State | CA | State |
| ZIP Code | 93108 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jonathan Steiner | PersonNm |
| Person Title | CFO/VP FINANCE | PersonTitleTxt |
| Signature | 2014-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRAD STOLTEY CPA | PreparerPersonNm |
| PTIN | P00241354 | PTIN |
| Phone | 8056895880 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROBERT TOLEDO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1070 FAIRWAY ROAD | AddressLine1 |
| City | SANTA BARBARA | City |
| State | CA | State |
| ZIP Code | 93108 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $29,783,302 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MUSICACADEMY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1947 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THE MUSIC ACADEMY OF THE WEST MAKES A UNIQUE AND ENDURING CONTRIBUTION TO THE WORLD OF CLASSICAL MUSIC BY:- ADVANCING THE DEVELOPMENT OF THE NEXT GENERATION OF GREAT CLASSICAL MUSICIANS;- CULTIVATING DISCERNING, APPRECIATIVE, AND ADVENTUROUS AUDIENCES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 60 | TotalEmployeeCnt |
| Total Volunteers | 145 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $6,714,293 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,818,816 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,073,430 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,152,325 | CYProgramServiceRevenueAmt |
| PY Investment Income | $120,577 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,669,312 | CYInvestmentIncomeAmt |
| PY Other Revenue | $96,000 | PYOtherRevenueAmt |
| CY Other Revenue | $129,400 | CYOtherRevenueAmt |
| PY Total Revenue | $8,004,300 | PYTotalRevenueAmt |
| CY Total Revenue | $11,769,853 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,000,876 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,170,669 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $831,475 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,938,762 | PYOtherExpensesAmt |
| CY Other Expenses | $5,459,514 | CYOtherExpensesAmt |
| PY Total Expenses | $7,939,638 | PYTotalExpensesAmt |
| CY Total Expenses | $7,630,183 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $64,662 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,139,670 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $75,709,494 | TotalAssetsBOYAmt |
| Total Assets EOY | $78,828,632 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $15,439,377 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,988,018 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $60,270,117 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $63,840,614 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MUSIC ACADEMY OF THE WEST MAKES A UNIQUE AND ENDURING CONTRIBUTION TO THE WORLD OF CLASSICAL MUSIC BY:- ADVANCING THE DEVELOPMENT OF THE NEXT GENERATION OF GREAT CLASSICAL MUSICIANS;- CULTIVATING DISCERNING, APPRECIATIVE, AND ADVENTUROUS AUDIENCES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $6,058,179 | ExpenseAmt |
| Revenue | $1,152,325 | RevenueAmt |
| Desc | FOUNDED IN 1947, THE MUSIC ACADEMY OF THE WEST IS AN 8-WEEK SUMMER SCHOOL AND FESTIVAL LOCATED IN SANTA BARBARA, CA. THE ACADEMY PROVIDES TRAINING FOR EXCEPTIONALLY TALENTED MUSICIANS FROM AROUND THE WORLD AND PRESENTS DISTINGUISHED FACULTY AND VISITING ARTISTS IN PUBLIC MASTERCLASSES AND PERFORMANCES. THE FESTIVAL OFFERS MORE THAN 200 EVENTS FOR THE COMMUNITY ANNUALLY. AT LEAST HALF OF THE EVENTS ARE FREE AND OPEN TO THE PUBLIC.THE ACADEMY ANNUALLY PROVIDES 140 MUSICIANS (FELLOWS) FULL SCHOLARSHIP FOR THE SUMMER SCHOOL AND FESTIVAL, INCLUDING TUITION, ROOM, AND BOARD. FELLOWS ARE SELECTED FROM MORE THAN 1,600 WORLDWIDE APPLICANTS TO STUDY WITH EMINENT FACULTY AND VISITING GUEST ARTISTS. FELLOWS PARTICIPATE IN ONE OF FIVE PROGRAMS: INSTRUMENTAL (STRINGS, WOODWINDS, BRASS, AND PERCUSSION), SOLO PIANO, COLLABORATIVE PIANO, VOCAL PIANO, AND VOICE. THE VOICE PROGRAM, LED BY LEGENDARY MEZZO-SOPRANO MARILYN HORNE, HAS BEEN FEATURED IN A FULLY STAGED OPERA PRODUCTION PRESENTED IN THE COMMUNITY EVERY YEAR SINCE 1997.FROM 2014-2018, THE MUSIC ACADEMY OF THE WEST IS PARTNERING WITH THE NEW YORK PHILHARMONIC TO PROVIDE EDUCATIONAL OPPORTUNITIES FOR ACADEMY FELLOWS AND CONCERTS FOR THE COMMUNITY. NEW YORK PHILHARMONIC MUSICIANS WILL TEACH AND PERFORM DURING THE SUMMER FESTIVAL, THE NEW YORK PHILHARMONIC WILL PERFORM DURING THE FESTIVAL, AND ACADEMY FELLOWS WILL PERFORM IN NEW YORK CITY WITH THE NEW YORK PHILHARMONIC IN CONCERT.Music Academy of the West alumni are members of major symphony orchestras, chamber ensembles, opera companies, and university and conservatory faculties worldwide. More than 65 alumni participate in careers with the Metropolitan Opera, LA Opera, and San Francisco Opera. The New York Philharmonic, Los Angeles Philharmonic, Chicago Symphony Orchestra, and San Francisco Symphony have a total of more than 50 Academy alumni on their current rosters. Legendary and esteemed artists including Burt Bacharach, Marilyn Horne, Thomas Hampson, Donald McInnes, Paul Schenly, and David Shifrin attended the Academy and have received its highest honor, the Distinguished Alumni Award. | Desc |
| Total Program Service Expenses | $6,058,179 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 183 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 60 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | OC | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VP OF FINANCE | PersonNm |
| Phone | 8059694726 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1070 FAIRWAY DRIVE | AddressLine1 |
| City | santa barbara | City |
| State | CA | State |
| ZIP Code | 93108 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ROBERT TOLEDO | ||||||||
| BOARD CHAIR | 20.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Margaret Cafarelli | ||||||||
| 1ST VICE CHAIR | 20.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JUDITH GETTO | ||||||||
| 2ND VICE CHAIR | 15.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| REGINA RONEY | ||||||||
| Secretary | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Sharon Westby | ||||||||
| Treasurer | 15.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PHILIP L BERNSTEIN | ||||||||
| Director | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID BRADFORD | ||||||||
| Director | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| HOWARD CHASE | ||||||||
| Director | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDY CHOU | ||||||||
| Director | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Patricia Weber | ||||||||
| Director | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Tom Orlando | ||||||||
| Director | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KONNIE GAULT | ||||||||
| Director | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL GUIDO | ||||||||
| Director | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Michael Keston | ||||||||
| Director | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Seymour Lehrer | ||||||||
| Director | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KANDY LURIA-BUDGOR | ||||||||
| Director | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GAMBLE PARKS | ||||||||
| Director | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| EILEEN SHERIDAN | ||||||||
| Director | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MAURICE SINGER | ||||||||
| Director | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN C SINGLETON | ||||||||
| Director | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVE HALSTED | ||||||||
| Director | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Michelle Brustin | ||||||||
| Director | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT REED | ||||||||
| CEO/President | 40.00 | 0.00 | Yes (X) | $214,167 | $0 | $58,836 | ||
| JONATHAN STEINER | ||||||||
| CFO/VP FINANCE | 40.00 | 0.00 | Yes (X) | $147,688 | $0 | $21,391 | ||
| Jonathan Bishop | ||||||||
| VP INST. ADVANCEM | 40.00 | 0.00 | $106,000 | $0 | $12,582 | Yes (X) | ||
| PATRICK POSEY | ||||||||
| VP ARTISTIC PLANNI | 40.00 | 0.00 | $130,290 | $0 | $6,416 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $598,145 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $99,225 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ARAMARK | |||||
| 1960 CATE MESA RD | CARPINTERIA | CA | 93013 | FOOD SERVICE | $196,409 |
| CATE SCHOOL | |||||
| PO BOX 5005 | CARPINTERIA | CA | 93113 | BOARDING | $264,999 |
| ANGELINA INC | |||||
| 158 CORONADA CIRCLE | SANTA BARBARA | CA | 93014 | VOCAL DIRECTOR | $215,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $642,217 | FundraisingAmt |
| Government Grants | $14,000 | GovernmentGrantsAmt |
| All Other Contributions | $5,162,599 | AllOtherContributionsAmt |
| Noncash Contributions | $222,102 | NoncashContributionsAmt |
| Total Contributions | $5,818,816 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| CONCERTS & RECITALS | $770,012 | $770,012 |
| FEES | $242,057 | $242,057 |
| RENTALS | $140,256 | $140,256 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,152,325 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $144,411 | TotalRevenueColumnAmt |
| Exclusion | $144,411 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $22,133,141 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,608,240 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,524,901 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,524,901 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,524,901 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $307,159 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $642,217 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $286,248 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,911 | TotalRevenueColumnAmt |
| Exclusion | $20,911 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $222,577 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $118,961 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $103,616 | TotalRevenueColumnAmt |
| Exclusion | $103,616 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 611600 | BusinessCd |
| Total Revenue Column | $4,873 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,873 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,873 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,769,853 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,682,099 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $268,938 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $442,082 | TotalAmt |
| Program Services | $260,672 | ProgramServicesAmt |
| Management And General | $78,025 | ManagementAndGeneralAmt |
| Fundraising | $103,385 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,298,589 | TotalAmt |
| Program Services | $1,114,458 | ProgramServicesAmt |
| Management And General | $43,822 | ManagementAndGeneralAmt |
| Fundraising | $140,309 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,333 | TotalAmt |
| Program Services | $44,503 | ProgramServicesAmt |
| Management And General | $3,943 | ManagementAndGeneralAmt |
| Fundraising | $7,887 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $237,242 | TotalAmt |
| Program Services | $187,421 | ProgramServicesAmt |
| Management And General | $16,607 | ManagementAndGeneralAmt |
| Fundraising | $33,214 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,423 | TotalAmt |
| Program Services | $107,774 | ProgramServicesAmt |
| Management And General | $9,550 | ManagementAndGeneralAmt |
| Fundraising | $19,099 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,774 | TotalAmt |
| Management And General | $3,774 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,699 | TotalAmt |
| Management And General | $27,699 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,320 | TotalAmt |
| Management And General | $148,320 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $335,177 | TotalAmt |
| Program Services | $284,900 | ProgramServicesAmt |
| Management And General | $16,759 | ManagementAndGeneralAmt |
| Fundraising | $33,518 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $280,606 | TotalAmt |
| Program Services | $221,679 | ProgramServicesAmt |
| Management And General | $19,642 | ManagementAndGeneralAmt |
| Fundraising | $39,285 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,215 | TotalAmt |
| Program Services | $68,110 | ProgramServicesAmt |
| Management And General | $6,035 | ManagementAndGeneralAmt |
| Fundraising | $12,070 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,190 | TotalAmt |
| Program Services | $138,400 | ProgramServicesAmt |
| Management And General | $12,263 | ManagementAndGeneralAmt |
| Fundraising | $24,527 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,119,518 | TotalAmt |
| Program Services | $951,590 | ProgramServicesAmt |
| Management And General | $55,976 | ManagementAndGeneralAmt |
| Fundraising | $111,952 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $231,829 | TotalAmt |
| Program Services | $183,145 | ProgramServicesAmt |
| Management And General | $16,228 | ManagementAndGeneralAmt |
| Fundraising | $32,456 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $542,490 | TotalAmt |
| Program Services | $428,567 | ProgramServicesAmt |
| Management And General | $37,974 | ManagementAndGeneralAmt |
| Fundraising | $75,949 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $927,406 | TotalAmt |
| Program Services | $741,925 | ProgramServicesAmt |
| Management And General | $148,385 | ManagementAndGeneralAmt |
| Fundraising | $37,096 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,976 | TotalAmt |
| Program Services | $51,331 | ProgramServicesAmt |
| Management And General | $4,548 | ManagementAndGeneralAmt |
| Fundraising | $9,097 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FESTIVAL PRODUCTIONS | Desc |
| Total | $1,516,314 | TotalAmt |
| Program Services | $1,273,704 | ProgramServicesAmt |
| Management And General | $90,979 | ManagementAndGeneralAmt |
| Fundraising | $151,631 | FundraisingAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,630,183 | TotalAmt |
| Program Services | $6,058,179 | ProgramServicesAmt |
| Management And General | $740,529 | ManagementAndGeneralAmt |
| Fundraising | $831,475 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,668,460 | BOYAmt |
| EOY | $2,406,230 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,676,072 | BOYAmt |
| EOY | $9,321,344 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $427,598 | BOYAmt |
| EOY | $427,598 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,557 | BOYAmt |
| EOY | $141,197 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $36,736,382 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,745,553 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,895,233 | BOYAmt |
| EOY | $30,990,829 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,081,334 | BOYAmt |
| EOY | $13,785,966 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,433,783 | BOYAmt |
| EOY | $17,259,764 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,370,457 | BOYAmt |
| EOY | $4,495,704 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,709,494 | BOYAmt |
| EOY | $78,828,632 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $228,153 | BOYAmt |
| EOY | $212,762 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,355 | BOYAmt |
| EOY | $93,890 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,082,003 | BOYAmt |
| EOY | $14,676,567 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,866 | BOYAmt |
| EOY | $4,799 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,439,377 | BOYAmt |
| EOY | $14,988,018 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,954,320 | BOYAmt |
| EOY | $49,596,962 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,648,826 | BOYAmt |
| EOY | $13,576,681 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $666,971 | BOYAmt |
| EOY | $666,971 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,270,117 | BOYAmt |
| EOY | $63,840,614 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,709,494 | BOYAmt |
| EOY | $78,828,632 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,139,670 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$569,173 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $27,711,007 | BeginningYearBalanceAmt |
| Contributions | $800,000 | ContributionsAmt |
| Investment Earnings Or Losses | $4,180,699 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,497,657 | OtherExpendituresAmt |
| Administrative Expenses | $148,320 | AdministrativeExpensesAmt |
| End Year Balance | $31,045,729 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,257,913 | BeginningYearBalanceAmt |
| Contributions | $805,459 | ContributionsAmt |
| Investment Earnings Or Losses | $2,939,145 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,218,170 | OtherExpendituresAmt |
| Administrative Expenses | $73,340 | AdministrativeExpensesAmt |
| End Year Balance | $27,711,007 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $230,245 | OtherCostOrOtherBasisAmt |
| Book Value | $230,245 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $33,981,976 | OtherCostOrOtherBasisAmt |
| Book Value | $33,981,976 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $43,153 | OtherCostOrOtherBasisAmt |
| Book Value | $43,153 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,481,008 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,745,553 | DepreciationAmt |
| Book Value | -$3,264,545 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $30,990,829 | TotalBookValueLandBuildingsAmt |
| Total Book Value Securities | $17,259,764 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| CONTRIBUTIONS IN TRUST | $4,213,116 |
| Unammortized note payable issuace costs | $282,588 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $4,495,704 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSITS | Desc |
| Amt | $4,799 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,799 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $11,200,680 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$569,173 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$569,173 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,769,853 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $11,769,853 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,630,183 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $7,630,183 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $7,630,183 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: Intended uses of the endowment fund. | FUTURE OPERATIONS, BUILDING MAINTENANCE AND LOAN REPAYMENT |
| Part X : FIN48 Footnote | The Academy is exempt from income taxes under Internal Revenue Code section 501(c)(3), however income tax is imposed on income from a business enterprise of a non profit organization that is not related to its tax-exempt status. There is no tax for the year ended December 31, 2012. As a California nonprofit school, the Academy is exempt from state income taxes. Contributions to the Academy are deductible by the donors as provided by the Internal Revenue Code.In June 2006, the Financial Accounting Standards Board issued ASC 740-10 (formerly known as FASB Interpretation No. 48, Accounting for Uncertainty in Income Taxes), which prescribed a comprehensive model for how an organization should measure, recognize, present, and disclose in its financial statements uncertain tax positions that an organization has taken or expects to take on a tax return. The Academy has adopted ASC 740-10. There was no impact to the Academy's financial statements as a result of the implementation of ASC 740-10. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | false | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | false | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized | ALL ADVERTISEMENTS IN NATIONAL MAGAZINES SOLICITING STUDENT ENROLLMENT INCLUDE A SEPARATE STATEMENT OF THE ACADEMY'S NON-DISCRIMINATION POLICY. |
| Schedule E, Line 4 - Explanation of Records and Materials Not Maintained | IN ACCORDANCE WITH THE ACADEMY'S COMPLETELY NON-DISCRIMINATORY POLICY, NO RECORDS OF THE RACIAL COMPOSITION OF ITS STUDENT BODY, FACULTY OR STAFF ARE MAINTAINED. |
| Schedule E, Line 5 - Explanation of Organization Discrimination by Race |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | false | AgrmtProfFundraisingActyInd |
| Licensed States | CA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | CABARET | NameOfEvent1Amt |
| Gross Receipts Event1 | $581,486 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $469,868 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $111,618 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $8,500 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $51,365 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $62,274 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $63,342 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | GOLF | NameOfEvent2Amt |
| Gross Receipts Event2 | $188,710 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $172,349 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $16,361 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $240 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $24,738 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $4,458 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $33,547 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $179,180 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $179,180 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $8,478 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $2,488 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $26,818 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $949,376 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $642,217 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $307,159 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $17,218 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $78,591 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $66,732 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $123,707 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $286,248 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $20,911 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| 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 | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
| Rebuttable Presumption Proc | false | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|---|
| JONATHAN STEINER | |||||
| CFO/VP FINANCE | $135,188 | $12,500 | $6,759 | $14,632 | $169,079 |
| SCOTT REED | |||||
| CEO/President | $189,167 | $25,000 | $9,458 | $49,378 | $273,003 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 1a: Relevant information in regards to selections on 1a. | FormAndLineReferenceDesc |
| Explanation | HOUSING IS A REQUIRED CONDITION OF EMPLOYMENT AND IS INCLUDED AS PART OF EMPLOYMENT CONTRACT | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $202,466 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | EST FMV | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $8,136 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | EST FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | FLOWER ARRANGEMENTS | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $11,500 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | EST FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 11b: Form 990 Review Process | 990 will be reviewed in detail by the Audit Committee and reviewed by Board. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | Forms are distributed at Board Meeting and returned to Assistant to the President. Forms sent to DIRECTORS, OFFICERS AND KEY EMPLOYEES not at the meeting. Assistant to the President follows up with any missing forms. |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | THE COMPENSATION COMMITTEE (EXECUTIVE COMMITTEE) OF THE BOARD REVIEWS WAGE STUDIES TO DETERMINE THE RECOMMENDED SALARIES. THE RECOMMENDED SALARIES ARE THEN APPROVED BY THE BOARD OF DIRECTORS. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | UPON REQUEST |
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