MARK DAY SCHOOL: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MARK DAY SCHOOL (EIN 94-2598891)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-15
- IRS object ID
- 201421369349300012
- Schema version
- 2012v2.1
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-15T22:56:32-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 946214841 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12657 ALCOSTA BOULEVARD SUITE 500 | AddressLine1 |
| City | SAN RAMON | City |
| State | CA | State |
| ZIP Code | 945834600 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942598891 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAINT MARK'S SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SAIN | NameControl |
| Phone | 4154728000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39 TRELLIS DRIVE | AddressLine1 |
| City | SAN RAFAEL | City |
| State | CA | State |
| ZIP Code | 94903 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOSEPH HARVEY | Name |
| Title | HEAD OF SCHOOL | Title |
| Phone | 4154728000 | Phone |
| Date Signed | 2014-05-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LYNN HENLEY | Name |
| PTIN | P00356034 | PTIN |
| Phone | 9257902600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JOSEPH HARVEY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39 TRELLIS DRIVE | AddressLine1 |
| City | SAN RAFAEL | City |
| State | CA | State |
| ZIP Code | 94903 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 11706318 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SAINTMARKSSCHOOL.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1979 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | TO OPERATE A COEDUCATIONAL SCHOOL FOR STUDENTS IN KINDERGARTEN THROUGH 8TH GRADES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 25 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 23 | NbrIndependentVotingMembers |
| Total Nbr Employees | 130 | TotalNbrEmployees |
| Total Nbr Volunteers | 40 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 867388 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1043501 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 9586590 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 10103985 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 160281 | InvestmentIncomePriorYear |
| Investment Income Current Year | 193896 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 174219 | OtherRevenuePriorYear |
| Other Revenue Current Year | 117921 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 10788478 | TotalRevenuePriorYear |
| Total Revenue Current Year | 11459303 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1400861 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1542426 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 6477346 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 7160579 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 506939 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2816227 | OtherExpensePriorYear |
| Other Expenses Current Year | 2551564 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 10694434 | TotalExpensesPriorYear |
| Total Expenses Current Year | 11254569 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 94044 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 204734 | RevenuesLessExpensesCY |
| Total Assets BOY | 18253508 | TotalAssetsBOY |
| Total Assets EOY | 19316393 | TotalAssetsEOY |
| Total Liabilities BOY | 6364733 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 6693585 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 11888775 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 12622808 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SAINT MARK'S SCHOOL DISCOVERS AND NURTURES WHAT IS FINEST IN EACH CHILD IN A VIBRANT, INCLUSIVE, NON-SECTARIAN LEARNING COMMUNITY. INNOVATIVE AND FULL OF HEART, SAINT MARK'S STRIVES TO DEVELOP WELL-ROUNDED CRITICAL THINKERS IN A CHALLENGING PROGRAM THAT FOSTERS ACADEMIC EXCELLENCE AND RESPONSIBLE WORLD CITIZENSHIP. OUR MEDIA LITERACY PROGRAM, OUR ONE-ON-ONE LAPTOP PROGRAM, AND OUR GLOBAL PARTNERSHIPS WITH ESIBONSWENI, BEJING EXPERIMENTAL SCHOOL #2, AND THE CANAL ALLIANCE REMAIN VIBRANT AND SIGNIFICANT PARTS OF OUR CURRICULUM. SAINT MARK'S ALSO INTRODUCED OUR SOCIAL EMOTIONAL LEARNING PROGRAM THROUGHOUT ALL GRADES WITH RESOUNDING SUCCESS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 8722026 | Expense |
| Grants | 1542426 | Grants |
| Revenue | 10103985 | Revenue |
| Description | SAINT MARK'S IS AN INDEPENDENT, NON-SECTARIAN, COEDUCATIONAL SCHOOL SERVING 380 STUDENTS IN KINDERGARTEN THROUGH GRADE EIGHT. SAINT MARK'S STUDENTS PARTICIPATE IN A CHALLENGING AND ACTIVE HANDS-ON ACADEMIC PROGRAM, PREPARING THEM FOR SUCCESS IN FUTURE SCHOOLING AND IN LIFE. FOLLOWING GRADUATION, SAINT MARK'S ALUMNI MATRICULATE AT EXCELLENT INDEPENDENT, PUBLIC AND PAROCHIAL HIGH SCHOOLS IN THE BAY AREA AND AT BOARDING SCHOOLS AROUND THE COUNTRY. SAINT MARK'S GRADUATES ARE CONSIDERED AMONG THE BEST-PREPARED STUDENTS AT THOSE SCHOOLS. OVER THE PAST SEVERAL YEARS, THE TOP THREE SCHOOLS (BY NUMBER) THAT SAINT MARK'S GRADUATES HAVE ELECTED TO ATTEND ARE THE BRANSON SCHOOL, MARIN ACADEMY, AND MARIN CATHOLIC. | Description |
| Total Program Service Expense | 8722026 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 1 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 46 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 1 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 130 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 25 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 23 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RHONA LOVETT DIRECTOR OF FINANCE & OPERATIONS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4154728000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39 TRELLIS DRIVE | AddressLine1 |
| City | SAN RAFAEL | City |
| State | CA | State |
| ZIP Code | 94903 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (33 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| JAY FERGUSON | ||||||||
| PRESIDENT | 40.00 | X | X | 0 | 0 | 0 | ||
| DIANE GABIANELLI | ||||||||
| VICE PRESIDENT | 5.00 | X | X | 0 | 0 | 0 | ||
| KIM WEISS | ||||||||
| TREASURER | 5.00 | X | X | 0 | 0 | 0 | ||
| AMIE DEWANE | ||||||||
| ASSISTANT TREASURER | 2.00 | X | 0 | 0 | 0 | |||
| DAVID ANDERMAN | ||||||||
| TRUSTEE | 6.00 | X | 0 | 0 | 0 | |||
| JUANCARLOS ARAUZ | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| VICTOR CASTILLO | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| ANGELA COHEN | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| GIGI DIXON | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DICK DREW | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| WENDY EDELEN-CADY | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| STEVE GORSKI | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| BRIAN HANSEN | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| ERIN HANSEN | ||||||||
| PRESIDENT, PARENTS' ASSN | 2.00 | X | 0 | 0 | 0 | |||
| KRISTIN KEEFFE | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| ELSA LESWING | ||||||||
| TRUSTEE EMERITA | 2.00 | X | 0 | 0 | 0 | |||
| TOM LEVINE | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| BETSY MCKINNEY | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| MORRIS NOBLE | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| CHRISTOPHER POWERS | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| MARY SHEFT | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DANIEL STITZEL | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| CHRISTOPHER TORTO | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| KELLEY WARNER | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| JOSEPH HARVEY | ||||||||
| HEAD OF SCHOOL | 60.00 | X | X | 241835 | 0 | 23521 | ||
| BETH BONZELL | ||||||||
| FACULTY REPRESENTATIVE | 2.00 | X | 0 | 0 | 0 | |||
| RHONA LOVETT | ||||||||
| DIRECTOR OF FINANCE AND OPERATIONS | 50.00 | X | 160815 | 0 | 21723 | |||
| MICHAEL PINCUS | ||||||||
| HEAD OF UPPER SCHOOL | 40.00 | 162082 | 0 | 29232 | X | |||
| WENDY LEVINE | ||||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | 119205 | 0 | 6666 | X | |||
| BONNIE NISHIHARA | ||||||||
| DIRECTOR OF TECHNOLOGY | 40.00 | 106136 | 0 | 10310 | X | |||
| RAY ORWIG | ||||||||
| FACULTY | 40.00 | 102911 | 0 | 8504 | X | |||
| DIANE BREDT | ||||||||
| FACULTY | 40.00 | 102197 | 0 | 8454 | X | |||
| SANDRA KIERULFF | ||||||||
| FACULTY | 40.00 | 100334 | 0 | 6317 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1095515 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 114727 | TotalOtherCompensation |
| Number Individuals GT100 K | 9 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 169278 | FundraisingEvents |
| All Other Contributions | 874223 | AllOtherContributions |
| Noncash Contributions | 39260 | NoncashContributions |
| Total Contributions | 1043501 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 611600 | 9859104 | 9859104 |
| AUXILIARY SERVICES | 611600 | 244881 | 244881 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 10103985 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 193420 | TotalRevenueColumn |
| Exclusion | $193,420 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 176950 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 176474 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 476 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 476 | TotalRevenueColumn |
| Exclusion | $476 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 188462 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 169278 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 70541 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 117921 | TotalRevenueColumn |
| Exclusion | $117,921 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11459303 | TotalRevenueColumn |
| Related Or Exempt Function Income | 10103985 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $311,817 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1500426 | Total |
| Program Services | 1500426 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42000 | Total |
| Program Services | 42000 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 601611 | Total |
| Program Services | 142394 | ProgramServices |
| Management And General | 418107 | ManagementAndGeneral |
| Fundraising | 41110 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5134868 | Total |
| Program Services | 4183336 | ProgramServices |
| Management And General | 552881 | ManagementAndGeneral |
| Fundraising | 398651 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 289658 | Total |
| Program Services | 210841 | ProgramServices |
| Management And General | 78437 | ManagementAndGeneral |
| Fundraising | 380 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 705587 | Total |
| Program Services | 535359 | ProgramServices |
| Management And General | 168386 | ManagementAndGeneral |
| Fundraising | 1842 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 428855 | Total |
| Program Services | 347241 | ProgramServices |
| Management And General | 81062 | ManagementAndGeneral |
| Fundraising | 552 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78228 | Total |
| Program Services | 66493 | ProgramServices |
| Management And General | 9387 | ManagementAndGeneral |
| Fundraising | 2348 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39972 | Total |
| Management And General | 39972 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 190471 | Total |
| Program Services | 107770 | ProgramServices |
| Management And General | 82701 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43844 | Total |
| Program Services | 43844 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 513596 | Total |
| Program Services | 432906 | ProgramServices |
| Management And General | 65411 | ManagementAndGeneral |
| Fundraising | 15279 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 140112 | Total |
| Program Services | 75822 | ProgramServices |
| Management And General | 64290 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4309 | Total |
| Program Services | 3663 | ProgramServices |
| Management And General | 517 | ManagementAndGeneral |
| Fundraising | 129 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 530939 | Total |
| Program Services | 451298 | ProgramServices |
| Management And General | 63713 | ManagementAndGeneral |
| Fundraising | 15928 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58844 | Total |
| Management And General | 58844 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| OTHER EXPENSES | 404614 | 101295 | 303319 | |
| CURRICULUM & FIELD TRIP | 293759 | 293759 | ||
| REPAIRS & MAINTENANCE/P | 162520 | 141366 | 17615 | 3539 |
| TEXTBOOKS | 42213 | 42213 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48143 | Total |
| Management And General | 20962 | ManagementAndGeneral |
| Fundraising | 27181 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11254569 | Total |
| Program Services | 8722026 | ProgramServices |
| Management And General | 2025604 | ManagementAndGeneral |
| Fundraising | 506939 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 300 | BOY |
| EOY | 300 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7408120 | BOY |
| EOY | 7960822 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27540 | BOY |
| EOY | 10118 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 306473 | BOY |
| EOY | 363763 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 206322 | BOY |
| EOY | 234275 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 8264061 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 4405462 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4235329 | BOY |
| EOY | 3858599 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6069424 | BOY |
| EOY | 6888516 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18253508 | BOY |
| EOY | 19316393 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1225321 | BOY |
| EOY | 1390956 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5139412 | BOY |
| EOY | 5302629 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6364733 | BOY |
| EOY | 6693585 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8291017 | BOY |
| EOY | 8722617 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 371039 | BOY |
| EOY | 644322 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3226719 | BOY |
| EOY | 3255869 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11888775 | BOY |
| EOY | 12622808 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18253508 | BOY |
| EOY | 19316393 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 204734 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 529299 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5998846 | BeginningOfYearBalance |
| Contributions | 141489 | Contributions |
| Investment Earnings Or Losses | 710963 | InvestmentEarningsOrLosses |
| Other Expenditures | 182018 | OtherExpenditures |
| End Of Year Balance | 6669280 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3659926 | BeginningOfYearBalance |
| Contributions | 115697 | Contributions |
| Investment Earnings Or Losses | 91320 | InvestmentEarningsOrLosses |
| End Of Year Balance | 3866943 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2797109 | BeginningOfYearBalance |
| Contributions | 608904 | Contributions |
| Investment Earnings Or Losses | 435627 | InvestmentEarningsOrLosses |
| Other Expenditures | 181714 | OtherExpenditures |
| End Of Year Balance | 3659926 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2741508 | BeginningOfYearBalance |
| Contributions | 127166 | Contributions |
| Investment Earnings Or Losses | 225511 | InvestmentEarningsOrLosses |
| Other Expenditures | 297076 | OtherExpenditures |
| End Of Year Balance | 2797109 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3389411 | BeginningOfYearBalance |
| Contributions | 26874 | Contributions |
| Investment Earnings Or Losses | -392005 | InvestmentEarningsOrLosses |
| Other Expenditures | 282772 | OtherExpenditures |
| End Of Year Balance | 2741508 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.45960 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.48820 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.05220 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6259323 | OtherCostOrOtherBasis |
| Depreciation | 2931225 | Depreciation |
| Book Value | 3328098 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 977554 | OtherCostOrOtherBasis |
| Depreciation | 667648 | Depreciation |
| Book Value | 309906 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1027184 | OtherCostOrOtherBasis |
| Depreciation | 806589 | Depreciation |
| Book Value | 220595 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 3858599 | TotalOfBookValueLandBuildings |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 10446176 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 529299 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 529299 | RevenueNotRptdF990 |
| Revenue Subtotal | 9916877 | RevenueSubtotal |
| Other Revenues Not Included | 1542426 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1542426 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 11459303 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 9712143 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 9712143 | ExpensesSubtotal |
| Other Expenses Not Included | 1542426 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 1542426 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 11254569 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | OUR ENDOWMENT FUNDS ARE USED FOR STUDENT FINANCIAL ASSISTANCE, FACULTY SALARIES, AND ADDITIONS TO PROGRAMS AND CAPITAL IMPROVEMENTS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE SCHOOL HAS EVALUATED ITS CURRENT TAX POSITION AND HAS CONCLUDED THAT, AS OF JUNE 30, 2013, THE SCHOOL DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | CONTRIBUTION REVENUE RELATED TO FOREIGN GRANT 42,000. TUITION ASSISTANCE 1,500,426. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | TUITION ASSISTANCE 1,500,426. FOREIGN GRANT EXPENSE 42,000. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 0 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | Identifier |
| Return Reference | SCHEDULE E, PART I, LINE 3 | ReturnReference |
| Explanation | LOCAL NEWSPAPERS IN CONJUNCTION WITH BAY AREA CAL-ISBOA SCHOOLS, WEBSITE, ALL BROCHURES AND ADVERTISING MATERIALS. | Explanation |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | SUB-SAHARAN AFRICA - SOUTH AFRICA | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | THE SCHOOL SENDS THIS MONEY TO A SCHOOL IN SOUTH AFRICA FOR FOOD FOR AIDS ORPHANS. | TypeOfActivitiesConducted |
| Total Expenditures | 42000 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 42000 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 42000 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | SUB-SAHARAN AFRICA - SOUTH AFRICA | Region |
| Purpose Of Grant | FOOD FOR AIDS ORPHANS AT A SCHOOL IN SOUTH AFRICA | PurposeOfGrant |
| Amount Of Cash Grant | 42000 | AmountOfCashGrant |
| Manner Of Cash Disbursement | WIRE | MannerOfCashDisbursement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of501c3 Orgs | 0 | TotalNumberOf501c3Orgs |
| Total Number Of Other Orgs | 1 | TotalNumberOfOtherOrgs |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: | Identifier |
| Explanation | SCHEDULE F, PART I, LINE 2: THE RECIPIENT REPORTS ON ITS USE OF CONTRIBUTED FUNDS TO THE SCHOOL. IN ADDITION, THERE IS A PERSONAL VISIT TO THE SCHOOL IN SOUTH AFRICA EVERY TWO YEARS. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | AUCTION | NameOfEvent1 |
| Gross Receipts Event1 | 325465 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 169278 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 156187 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 0 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 0 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 24972 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 22618 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 1100 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 6500 | OtherDirectExpensesEvent1 |
| Name Of Event2 | GOLF TOURNAMENT | NameOfEvent2 |
| Gross Receipts Event2 | 19930 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 0 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 19930 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 11891 | RentFacilityCostsEvent2 |
| Other Direct Expenses Event2 | 2598 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 2 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 12345 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 0 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 12345 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 862 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 357740 | GrossReceiptsTotal |
| Charitable Contributions Total | 169278 | CharitableContributionsTotal |
| Gross Revenue Total Events | 188462 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 36863 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 22618 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 1100 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 9960 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 70541 | DirectExpenseSummaryEvents |
| Net Income Summary | 117921 | NetIncomeSummary |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | CA | StatesWhereGamingConducted |
| Licensed | 0 | Licensed |
| Explanation If No | ALL RAFFLE PRIZES ARE UNDER $5,000. | ExplanationIfNo |
| License Suspended Etc | 0 | LicenseSuspendedEtc |
| Gaming With Nonmembers | 0 | GamingWithNonmembers |
| Member Of Other Entity | 0 | MemberOfOtherEntity |
| Contract With3rd Party For Gam Rev | 0 | ContractWith3rdPartyForGamRev |
| Charitable Distrib Required | 0 | CharitableDistribRequired |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | TUITION ASSISTANCE | TypeOfGrant |
| Number Of Recipients | 87 | NumberOfRecipients |
| Amount Of Cash Grant | 1500426 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: ALL ASSISTANCE IS FOR FINANCIAL AID. A COMMITTEE REVIEWS ALL FINANCIAL APPLICATIONS ARE SUBMITTED TO THIRD PARTY, NAIS, USING FORM SSS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | 1 | SubstantiationRequired |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOSEPH HARVEY | ||||||||||||||
| HEAD OF SCHOOL | 241835 | 0 | 0 | 0 | 0 | 0 | 12953 | 0 | 10568 | 0 | 265356 | 0 | 0 | 0 |
| RHONA LOVETT | ||||||||||||||
| DIRECTOR OF FINANCE AND OPERATIONS | 160815 | 0 | 0 | 0 | 0 | 0 | 8184 | 0 | 13539 | 0 | 182538 | 0 | 0 | 0 |
| MICHAEL PINCUS | ||||||||||||||
| HEAD OF UPPER SCHOOL | 162082 | 0 | 0 | 0 | 0 | 0 | 16260 | 0 | 12972 | 0 | 191314 | 0 | 0 | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 13 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 36399 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | VARIOUS ITEMS | Description |
| Number Of Contributions | 8 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2861 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | BOARD MEMBER KIMBERLEY ROBERTS IS THE SISTER OF ADMISSIONS DIRECTOR WENDY BRODRICK. BRIAN AND ERIN HANSEN, BOARD MEMBERS, ARE MARRIED TO ONE ANOTHER. |
| FORM 990, PART VI, SECTION A, LINE 4 | THE ARTICLES OF INCORPORATION WERE RESTATED TO COMPLY WITH THE CURRENT REQUIREMENTS FOR PUBLIC BENEFIT CORPORATIONS INCORPORATED UNDER THE LAWS OF THE STATE OF CALIFORNIA. IN ADDITION, THE NUMBER OF BOARD MEMBERS INCREASED AND CERTAIN LOGISTICAL MATTERS WERE UPDATED. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 WAS REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS SIGN A CONFLICT OF INTEREST STATEMENT. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPARISON DATA FOR PEER BAY AREA SCHOOLS FROM NAIS AND CAIS AND CAL-ISBOA ARE USED. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL DOCUMENTS ARE AVAILABLE IN THE BUSINESS OFFICE AND IN THE OFFICE OF THE HEAD OF SCHOOL. |
| FORM 990, PART XII, LINE 2C | FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. |
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