2014-02-19T10:18:28-08:00 2013-06-30 Ryan & McDonald LLP 913 Blanco Circle Salinas CA 93901 990 2012-07-01 941156652 SANTA CATALINA SCHOOL SANT 8316559334 1500 MARK THOMAS DRIVE MONTEREY CA 93940 SISTER CLAIRE BARONE 2014-02-18 true Margaret Treanor P00118995 8317846000 2012 2015-11-30 17:44:51Z SISTER CLAIRE BARONE 1500 MARK THOMAS DRIVE MONTEREY CA 93940 40070909 false false X www.santacatalina.org X 1950 CA Santa Catalina is an Independent School for Grades Pre-K through 12 whose Mission Statement is: Excellence. Spirituality. Responsibility. Service. Santa Catalina School exists to develop in each student a striving for excellence, a maturing awareness of moral and spiritual values, a sense of responsible purpose, and a determination to serve the world with courage, graciousness, and compassion. 24 24 238 20 0 3312553 18635320 14661710 15334583 468859 1118896 282678 489001 18725800 35577800 2642196 2779555 0 10217739 10527387 0 886276 4567548 4639405 17427483 17946347 1298317 17631453 63817906 84760407 12095456 13471400 51722450 71289007 Santa Catalina is an Independent School for Grades Pre-K through 12 whose Mission Statement is: Excellence. Spirituality. Responsibility. Service. Santa Catalina School exists to develop in each student a striving for excellence, a maturing awareness of moral and spiritual values, a sense of responsible purpose, and a determination to serve the world with courage, graciousness, and compassion. false false 13436287 2779555 14509040 The primary service activity is the furnishing of a formal education to students in preschool through grade 12. 433612 609062 Summer at Santa Catalina is education for girls entering grades 3 through 9. 13869899 true true false false false false false false false true true true false false true false true false true false false false false false true false false false true true false false false false false false false false false false false true false false false false false false false false false true 69 0 true 238 true false false false false false false false false 0 false false false false false false false false false false X 24 24 true false false false false false false true true false false true true true true true true true true false CA X RITA ALVES 8316559334 SANTA CATALINA SCHOOL1500 MARK THOM MONTEREY CA 939405291 MRS ELIZABETH R HULME 0.00 0.00 0 0 0 MRS ERIC HASS 0.00 0.00 0 0 0 MRS BRAD A WONG 0.00 0.00 0 0 0 MRS JOAN SEAMSTER 0.00 0.00 0 0 0 MR REUBEN RICHARDS 0.00 0.00 0 0 0 MR L DOUGLAS MCKENZIE 0.00 0.00 0 0 0 MR FREDRICK KENNIFER 0.00 0.00 0 0 0 MR WALTER E HUSSMAN JR 0.00 0.00 0 0 0 MR MATTHEW T GIBBS II 0.00 0.00 0 0 0 MR FRANK GARCIA 0.00 0.00 0 0 0 MS LAURA LYON GAON 0.00 0.00 0 0 0 MR PETER M FOLGER 0.00 0.00 0 0 0 MRS DIRK ETIENNE 0.00 0.00 0 0 0 MRS KATHERINE ERNST 0.00 0.00 0 0 0 MRS MARGARET R DUFLOCK 0.00 0.00 0 0 0 MR MICHAEL D BRUNO 0.00 0.00 0 0 0 MR CURT A BREITFUSS 0.00 0.00 0 0 0 MR ROBERT C BOLT 0.00 0.00 0 0 0 MR FREDERICK M BATES 0.00 0.00 0 0 0 MRS KIT Y WAI 0.00 0.00 0 0 0 MRS JENNIFER W BUDGE 0.00 0.00 0 0 0 DR W TAYLOR FITHIAN 0.00 0.00 0 0 0 MRS PETER B BEDFORD 0.00 0.00 0 0 0 MRS NONIE B RAMSAY 0.00 0.00 0 0 0 RITA ALVES 40.00 0.00 X 108119 0 17581 LAURIE POPE-BROWNE 40.00 0.00 X 122125 0 18416 SISTER CLAIRE BARONE 40.00 0.00 X 180625 0 45345 CHRISTY POLLACCI 40.00 0.00 X 115833 0 10848 DR JOHN MURPHY 40.00 0.00 X 125545 0 57942 RICHARD PATTERSON 40.00 0.00 X 142012 0 42705 JOHN AIME 40.00 0.00 X 146079 0 31748 940338 224585 7 false true false QIVLIQ LLC 3201 C STREET SUITE 400 ANCHORAGE AK 99503 NETWORK 105785 AVILA CONTRUCTION COMPANY 12 THOMAS OWENS WAY SUITE 200 MONTEREY CA 93940 CONSTRUCTION 1266916 ANDERSON BRULE ARCHITECTS INC 325 SOUTH FIRST STREET 4TH FL SAN JOSE CA 95113 ARCHITECTURE 162368 3 110430 18524890 66497 18635320 TUITION 14509040 14509040 TRANSPORTATION FEES 35067 35067 SUMMER TUITION 609062 609062 MUSIC LESSON FEES 181414 181414 15334583 255389 255389 0 0 24824 7058 17766 17766 17766 5174989 4311482 863507 863507 863507 138138 110430 37356 100782 0 160644 137213 23431 23431 OTHER REVENUE 294120 294120 GRADUATION FEES 20000 20000 APPLICATION FEES 22902 22902 10000 10000 347022 35577800 16841698 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Relevant information in regards to selections on 1a. X 5 66497 false false false Form 990, Part XI, Line 9 Other Changes In Net Assets Or Fund Balances - Other Increases P/V ADJ TO ANNUITIES = $5250 Form 990, Part IX, Line 24e Form 990, Part IX, Line 24e: Other Expenses UPPER SCHOOL - ADMIN SUPPORT: Column (A) - Total = $136479; Column (B) - Program Services = $0; Column (C) - Management & General = $136479; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Form 990, Part IX, Line 24e: Other Expenses UPPER FACULTY SUPPLIES: Column (A) - Total = $80856; Column (B) - Program Services = $80856; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Form 990, Part IX, Line 24e: Other Expenses TRANSPORTATION EXPENSES: Column (A) - Total = $35926; Column (B) - Program Services = $35926; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Form 990, Part IX, Line 24e: Other Expenses TEMP REST GIFT SPENDING: Column (A) - Total = $116822; Column (B) - Program Services = $116822; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Form 990, Part IX, Line 24e: Other Expenses TECHNOLOGY INSTRUCTIONAL: Column (A) - Total = $50018; Column (B) - Program Services = $50018; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Form 990, Part IX, Line 24e: Other Expenses SUMMER PROGRAM EXPENSES: Column (A) - Total = $168656; Column (B) - Program Services = $168656; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Form 990, Part IX, Line 24e: Other Expenses PUBLICATIONS/PROMOTION: Column (A) - Total = $44032; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $44032 Form 990, Part IX, Line 24e Form 990, Part IX, Line 24e: Other Expenses PRRSM: Column (A) - Total = $87512; Column (B) - Program Services = $87512; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Form 990, Part IX, Line 24e: Other Expenses PLANT SUPPLIES: Column (A) - Total = $169746; Column (B) - Program Services = $169746; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Form 990, Part IX, Line 24e: Other Expenses PLANT REPAIRS: Column (A) - Total = $96679; Column (B) - Program Services = $96679; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Form 990, Part IX, Line 24e: Other Expenses OTHER DEVELOPMENT EXP: Column (A) - Total = $26186; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $26186 Form 990, Part IX, Line 24e Form 990, Part IX, Line 24e: Other Expenses OTHER ADMIN SUPPORT: Column (A) - Total = $78914; Column (B) - Program Services = $0; Column (C) - Management & General = $78914; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Form 990, Part IX, Line 24e: Other Expenses ORGANIZATIONAL EXP: Column (A) - Total = $35461; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $35461 Form 990, Part IX, Line 24e Form 990, Part IX, Line 24e: Other Expenses MAILING EXPENSES: Column (A) - Total = $4000; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $4000 Form 990, Part IX, Line 24e Form 990, Part IX, Line 24e: Other Expenses LOWER FACULTY SUPPLIES: Column (A) - Total = $36393; Column (B) - Program Services = $36393; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Form 990, Part IX, Line 24e: Other Expenses INSTRUCTIONAL OTHER COSTS: Column (A) - Total = $73419; Column (B) - Program Services = $73419; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Form 990, Part IX, Line 24e: Other Expenses INSTRUCTIONAL FACULTY SUPPORT: Column (A) - Total = $96755; Column (B) - Program Services = $96755; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Form 990, Part IX, Line 24e: Other Expenses COMMUNICATIONS: Column (A) - Total = $41252; Column (B) - Program Services = $0; Column (C) - Management & General = $41252; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Form 990, Part IX, Line 24e: Other Expenses ALUM PUBLICATIONS/PROMOTIONS: Column (A) - Total = $4862; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $4862 Form 990, Part IX, Line 24e Form 990, Part IX, Line 24e: Other Expenses ALUM ORGANIZATIONAL EXP: Column (A) - Total = $1495; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $1495 Form 990, Part IX, Line 24e Form 990, Part IX, Line 24e: Other Expenses ALUM MAILING EXPENSES: Column (A) - Total = $1071; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $1071 Form 990, Part IX, Line 24e Form 990, Part IX, Line 24e: Other Expenses ALUM EXPENSES-OTHER: Column (A) - Total = $33534; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $33534 Form 990, Part IX, Line 24e Form 990, Part IX, Line 24e: Other Expenses ADMIN-PROMOTIONAL ACTIVITIES: Column (A) - Total = $195603; Column (B) - Program Services = $0; Column (C) - Management & General = $195603; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Form 990, Part IX, Line 24e: Other Expenses ADMIN-PROFESSIONAL SERVICES: Column (A) - Total = $76255; Column (B) - Program Services = $0; Column (C) - Management & General = $76255; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Form 990, Part IX, Line 24e: Other Expenses ADMIN-OTHER: Column (A) - Total = $114100; Column (B) - Program Services = $0; Column (C) - Management & General = $114100; Column (D) - Fundraising = $0 Form 990, Part VI, Line 19 Form 990, Part VI, Line 19: Other Organization Documents Publicly Available Upon Request and Available for view on Guidestar.org. Form 990, Part VI, Line 15b Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees COMPENSATION FOR THE HEAD OF SCHOOL AND ANY OTHER "DISQUALIFIED PERSON" UNDER INTERNAL REVENUE CODE SECTION 4958 SHALL BE SET IN CONFORMITY WITH THE SAFE HARBOR PROVISIONS UNDER THE INTERMEDIATE SANCTIONS RULE OF THE INTERNAL REVENUE CODE.THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES SHALL BE CHARGED WITH COLLECTING COMPARABILITY DATA AS TO THE COMPENSATION ARRANGEMENTS FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED SCHOOLS.UPON REVIEW OF THE COMPENSATION COMMITTEE'S COMPARABILITY DATA, THE BOARD OF TRUSTEES SHALL APPROVE THE COMPENSATION ARRANGEMENT FOR THE HEAD OF SCHOOL AND ANY OTHER "DISQUALIFIED PERSON". ANY BOARD MEMBER WITH A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT UNDER DISCUSSION SHALL NOT PARTICIPATE IN THE DECISION ON THAT COMPENSATION ARRANGEMENT.THE BOARD OF TRUSTEES SHALL MAINTAIN CONTEMPORANEOUS DOCUMENTATION WITH RESPECT TO DELIBERATIONS AND DECISIONS REGARDING THE AFOREMENTIONED COMPENSATION ARRANGEMENTS. Form 990, Part VI, Line 12c Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts THE BOARD OF TRUSTEES MUST APPROVE OR DISAPPROVE ANY TRANSACTION IN WHICH THE SCHOOL IS A PARTY AND IN WHICH ONE OR MORE INTERESTED PERSONS HAS A MATERIAL FINANCIAL INTEREST OR OTHER POTENTIAL CONFLICT OF INTEREST. ANY INTERESTED PERSON HAVING A CONFLICT OF INTEREST OR POSSIBLE CONFLICT OF INTEREST ON ANY MATTER SHALL NOT VOTE ON NOR PERSONALLY INFLUENCE SUCH MATTER. THE MINUTES OF THE RELEVANT BOARD MEETING(S) SHALL REFLECT THAT A DISCLOSURE WAS MADE, AND THAT THE PERSON HAVING A CONFLICT DID NOT PARTICIPATE IN THE DISCUSSIONS REGARDING THE MATTER NOR VOTE ON THE MATTER. THOSE TRUSTEES VOTING ON THE TRANSACTION MUST APPROVE THE TRANSACTION BY A VOTE WHICH CONSTITUTES A MAJORITY OF THE ENTIRE MEMBERSHIP OF THE BOARD OF TRUSTEES, WITHOUT COUNTING THE VOTE OF ANY PERSON WHO HAS AN INTEREST IN THE TRANSACTION.THE SCHOOL SHALL NOT ENGAGE IN ANY TRANSACTION WITH ANOTHER ENTITY WHICH HAS ONE OR MORE DIRECTORS IN COMMON WITH THE SCHOOL, UNLESS AFTER THE INTERESTED PERSON DISCLOSES THE FACTS OF THE TRANSACTIONS AND THE DETAILS OF HIS OR HER AFFILIATION WITH THE OTHER ENTITY, THOSE TRUSTEES VOTING ON THE TRANSACTION APPROVE THE TRANSACTION BY A VOTE WHICH CONSTITUTES A MAJORITY OF THE ENTIRE MEMBERSHIP OF THE BOARD OF TRUSTEES, WITHOUT COUNTING THE VOTE OF THE INTERESTED PERSON.ANNUALLY, THE CHAIR OF THE BOARD WILL SEND TO EACH MEMBER OF THE BOARD OF TRUSTEES, EACH OFFICER OF THE CORPORATION, AND EACH HIGHLY COMPENSATED EMPLOYEE A COPY OF THIS CONFLICT OF INTEREST POLICY, AS AMENDED FROM TIME TO TIME, TOGETHER WITH A CONFLICT OF INTEREST DISCLOSURE STATEMENT TO BE COMPLETED AND RETURNED TO THE CHAIR OF THE BOARD. Form 990, Part VI, Line 11b Form 990, Part VI, Line 11b: Form 990 Review Process THE AUDIT COMMITTEE HAS PRIMARY RESPONSIBILITY FOR COORDINATING WITH THE ADMINISTRATION ON THE PREPARATION OF THE FORM 990. THE FORM IS REVIEWED BY THE FINANCE COMMITTEE AND MADE AVAILABLE TO EVERY BOARD MEMBER. Form 990, Part VI, Line 2 Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et There is a family relationship between Dr. John Murphy, Head of Upper School, a key employee and Julia Wong, a Trustee.