THE KEHILLAH SCHOOL: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THE KEHILLAH SCHOOL (EIN 52-2203956)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-02-08
- IRS object ID
- 201300399349301270
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-08T15:43:39-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | 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 | 12667 ALCOSTA BOULEVARD SUITE 500 | AddressLine1 |
| City | SAN RAMON | City |
| State | CA | State |
| ZIP Code | 945834427 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522203956 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEHILLAH JEWISH HIGH SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | KEHI | NameControl |
| Phone | 6502139600 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3900 FABIAN WAY | AddressLine1 |
| City | PALO ALTO | City |
| State | CA | State |
| ZIP Code | 94303 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LILLIAN HOWARD | Name |
| Title | HEAD OF SCHOOL | Title |
| Phone | 6502139600 | Phone |
| Date Signed | 2013-02-06 | 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 | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | LILLIAN HOWARD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3900 FABIAN WAY | AddressLine1 |
| City | PALO ALTO | City |
| State | CA | State |
| ZIP Code | 94303 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 5790994 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.KEHILLAH.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1999 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | OPERATION OF HIGH SCHOOL WITH EMPHASIS ON JEWISH EDUCATION. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 49 | TotalNbrEmployees |
| Total Nbr Volunteers | 62 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 865466 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 655551 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 4061544 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 4942678 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 12488 | InvestmentIncomePriorYear |
| Investment Income Current Year | 7482 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 27877 | OtherRevenuePriorYear |
| Other Revenue Current Year | 172993 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4967375 | TotalRevenuePriorYear |
| Total Revenue Current Year | 5778704 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1433331 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1540361 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2905203 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3054716 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 266460 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1984140 | OtherExpensePriorYear |
| Other Expenses Current Year | 1919881 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 6322674 | TotalExpensesPriorYear |
| Total Expenses Current Year | 6514958 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1355299 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -736254 | RevenuesLessExpensesCY |
| Total Assets BOY | 19439860 | TotalAssetsBOY |
| Total Assets EOY | 18507272 | TotalAssetsEOY |
| Total Liabilities BOY | 16125499 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 15929165 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3314361 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 2578107 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | KEHILLAH IS A CONTEMPORARY INDEPENDENT, COLLEGE PREPARATORY HIGH SCHOOL FOR STUDENTS IN GRADES 9-12. WE FEATURE STRONG ACADEMICS, PERFORMING AND VISUAL ARTS, EXPERIENTIAL ACTIVITIES, COMPETITIVE ATHLETICS, AND ANNUAL CLASS TRIPS, ALL IN A VIBRANT JEWISH COMMUNITY.KEHILLAH JEWISH HIGH SCHOOL PROVIDES ITS STUDENTS WITH AN OUTSTANDING EDUCATION THAT IS IMMERSED IN JEWISH VALUES. IT CULTIVATES YOUNG ADULTS WHO ARE CRITICAL, SELF-RELIANT, AND INTEGRATED THINKERS, AND WHO WILL GROW AS RESPONSIBLE, COMMITTED MEMBERS OF THE JEWISH COMMUNITY AND THE WORLD-AT-LARGE.KJHS WELCOMES STUDENTS OF ALL BACKGROUNDS WHO SEEK A STRONG COLLEGE PREPARATORY EDUCATION AND MEANINGFUL ENGAGEMENT WITH THE ISSUES OF OUR TIMES. KEHILLAH IS FULLY ACCREDITED BY THE CALIFORNIA ASSOCIATION OF INDEPENDENT SCHOOLS AND THE WESTERN ASSOCIATION SCHOOLS AND COLLEGES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 5301794 | Expense |
| Grants | 1540361 | Grants |
| Revenue | 4942678 | Revenue |
| Description | THE EDUCATION OF APPROXIMATELY 155 STUDENTS, GRADES 9-12 (HIGH SCHOOL), TOGETHER WITH THE PROMOTION OF JEWISH VALUES/CULTURES. | Description |
| Total Program Service Expense | 5301794 | 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 | 0 | 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 | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | 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 | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 1 | 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 | 0 | 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 |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 24 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 49 | 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 | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | 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 | 0 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | 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 | MS DEBBI DEUTSCH HEAD OF SCHOOL ASST OPERATIONS & HR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6502139600 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3900 FABIAN WAY | AddressLine1 |
| City | PALO ALTO | City |
| State | CA | State |
| ZIP Code | 94303 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (18 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| WENDY HARRIS | |||||||
| PAST PRESIDENT | 0.50 | X | X | 0 | 0 | 0 | |
| BOBBY LENT | |||||||
| VICE PRESIDENT | 0.50 | X | X | 0 | 0 | 0 | |
| WILLIAM HALPER | |||||||
| TREASURER | 0.50 | X | X | 0 | 0 | 0 | |
| ORA GITTELSON-DAVID | |||||||
| SECRETARY | 0.50 | X | X | 0 | 0 | 0 | |
| ANN BEAR ENDED 0312 | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| TOD COHEN | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| KEIVAN EHSANIPOUR | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| ROBIN FELDMAN | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| HEATHER LERNER | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| BRUCE PASTERNACK START 0312 | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| KEITH RAFFEL | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| CAROL SAAL | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| LARRY SCHLENOFF START 0312 | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| PHYLLIS TANKLE | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| LILLIAN HOWARD | |||||||
| HEAD OF SCHOOL | 50.00 | X | 323123 | 0 | 23942 | ||
| MARK CAHN | |||||||
| HEAD OF ACADEMICS | 40.00 | 113258 | 0 | 17063 | X | ||
| ALISON RUEBUSCH | |||||||
| HEAD OF ACADEMICS | 40.00 | 116058 | 0 | 14552 | X | ||
| DEB JACOBSON ENDED 0512 | |||||||
| HEAD OF SCHOOL ASST | 40.00 | 100962 | 0 | 13774 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 653401 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 69331 | TotalOtherCompensation |
| Number Individuals GT100 K | 4 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDUCATIONAL ENCOUNTERS INTL | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 EAST PROSPECT AVE 142 | AddressLine1 |
| City | MAMARONECK | City |
| State | NY | State |
| ZIP Code | 10543 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | ISRAEL STUDY TOUR | DescriptionOfServices |
| Compensation | 230930 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Fundraising Events | 10000 | FundraisingEvents |
| All Other Contributions | 645551 | AllOtherContributions |
| Noncash Contributions | 10000 | NoncashContributions |
| Total Contributions | 655551 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TUITION & FEES | Description |
| Business Code | 611710 | BusinessCode |
| Total Revenue Column | 4942678 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4942678 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 4942678 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9879 | TotalRevenueColumn |
| Exclusion | $9,879 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 54375 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 54375 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 54375 | TotalRevenueColumn |
| Exclusion | $54,375 | ExclusionAmount |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 2397 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -2397 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -2397 | TotalRevenueColumn |
| Exclusion | -$2,397 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 128511 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 10000 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 9893 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 118618 | TotalRevenueColumn |
| Exclusion | $118,618 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5778704 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4942678 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $180,475 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1540361 | Total |
| Program Services | 1540361 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 384565 | Total |
| Program Services | 38457 | ProgramServices |
| Management And General | 269195 | ManagementAndGeneral |
| Fundraising | 76913 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2002795 | Total |
| Program Services | 1891490 | ProgramServices |
| Management And General | 73659 | ManagementAndGeneral |
| Fundraising | 37646 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60367 | Total |
| Program Services | 39921 | ProgramServices |
| Management And General | 17601 | ManagementAndGeneral |
| Fundraising | 2845 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 416683 | Total |
| Program Services | 275557 | ProgramServices |
| Management And General | 121491 | ManagementAndGeneral |
| Fundraising | 19635 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 190306 | Total |
| Program Services | 125851 | ProgramServices |
| Management And General | 55487 | ManagementAndGeneral |
| Fundraising | 8968 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13268 | Total |
| Management And General | 13268 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29500 | Total |
| Management And General | 29500 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 152666 | Total |
| Program Services | 146624 | ProgramServices |
| Management And General | 4706 | ManagementAndGeneral |
| Fundraising | 1336 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 119287 | Total |
| Management And General | 65520 | ManagementAndGeneral |
| Fundraising | 53767 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43003 | Total |
| Management And General | 31582 | ManagementAndGeneral |
| Fundraising | 11421 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8438 | Total |
| Management And General | 5575 | ManagementAndGeneral |
| Fundraising | 2863 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 651655 | Total |
| Program Services | 551612 | ProgramServices |
| Management And General | 69364 | ManagementAndGeneral |
| Fundraising | 30679 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 406 | Total |
| Fundraising | 406 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 96610 | Total |
| Program Services | 96610 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 299760 | Total |
| Program Services | 259682 | ProgramServices |
| Management And General | 27788 | ManagementAndGeneral |
| Fundraising | 12290 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45381 | Total |
| Management And General | 45381 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| ACADEMIC OPERATIONS | 335629 | 335629 | ||
| MISCELLANEOUS | 112119 | 104428 | 7691 | |
| EQUIP RENTAL & MAINT | 12159 | 12159 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6514958 | Total |
| Program Services | 5301794 | ProgramServices |
| Management And General | 946704 | ManagementAndGeneral |
| Fundraising | 266460 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2642038 | BOY |
| EOY | 3981684 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2838920 | BOY |
| EOY | 827570 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 204 | BOY |
| EOY | 3213 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14930 | BOY |
| EOY | 22416 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 14986445 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1767131 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13474217 | BOY |
| EOY | 13219314 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 469551 | BOY |
| EOY | 453075 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19439860 | BOY |
| EOY | 18507272 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 323958 | BOY |
| EOY | 342665 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 389001 | BOY |
| EOY | 271500 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13790000 | BOY |
| EOY | 13790000 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 975000 | BOY |
| EOY | 975000 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 647540 | BOY |
| EOY | 550000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16125499 | BOY |
| EOY | 15929165 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 491287 | BOY |
| EOY | 1820741 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2823074 | BOY |
| EOY | 757366 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3314361 | BOY |
| EOY | 2578107 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19439860 | BOY |
| EOY | 18507272 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -736254 | ReconcilationRevenueExpenses |
| 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 |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| 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
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5560000 | OtherCostOrOtherBasis |
| Book Value | 5560000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8699440 | OtherCostOrOtherBasis |
| Depreciation | 1121944 | Depreciation |
| Book Value | 7577496 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 379420 | OtherCostOrOtherBasis |
| Depreciation | 299284 | Depreciation |
| Book Value | 80136 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 347585 | OtherCostOrOtherBasis |
| Depreciation | 345903 | Depreciation |
| Book Value | 1682 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 13219314 | TotalOfBookValueLandBuildings |
| Total Revenue | 5778704 | TotalRevenue |
| Total Expenses | 6514958 | TotalExpenses |
| Excess Or Deficit For Year | -736254 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | -736254 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 4248740 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 4248740 | RevenueSubtotal |
| Other Revenues Not Included | 1529964 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1529964 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 5778704 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 4984994 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4984994 | ExpensesSubtotal |
| Other Expenses Not Included | 1529964 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 1529964 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 6514958 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE SCHOOL HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF JUNE 30, 2012, THE SCHOOL DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | GRANTS AND TUITION ASSISTANCE 1,532,361. LOSS ON DISPOSAL OF FIXED ASSETS -2,397. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | GRANTS AND TUITION ASSISTANCE 1,532,361. LOSS ON DISPOSAL OF FIXED ASSETS -2,397. |
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 | THE SCHOOL PUBLISHES ITS NON-DISCRIMINATION POLICY ANNUALLY IN A LOCAL NEWSPAPER AS WELL AS IN THE ADMISSION PACKET. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | 8TH ANNUAL GALA | NameOfEvent1 |
| Gross Receipts Event1 | 138511 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 10000 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 128511 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 6135 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 2490 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 1268 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 138511 | GrossReceiptsTotal |
| Charitable Contributions Total | 10000 | CharitableContributionsTotal |
| Gross Revenue Total Events | 128511 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 6135 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 2490 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 1268 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 9893 | DirectExpenseSummaryEvents |
| Net Income Summary | 118618 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| FINANCIAL AID | 86 | 1532361 |
| COLLEGE SCHOLARSHIPS | 4 | 8000 |
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: THE SCHOOL'S FINANCIAL AID COMMITTEE MAINTAINS RECORDS SUBSTANTIATING FAMILIES' LEVEL OF NEED AND THE FINANCIAL AID AWARDS MADE. EACH FAMILY SEEKING AID MUST COMPLETE A FINANCIAL AID APPLICATION, DISCLOSING ASSETS, INCOME, EXPENSES AND DEBT. THE SCHOOL RECEIVES AN INDEPENDENT ANALYSES OF THE FAMILY'S FINANCES FROM SCHOOL AND STUDENT SERVICES. THE FINANCIAL AID COMMITTEE, COMPRISED OF MEMBERS OF THE LARGER COMMUNITY WITH FINANCIAL EXPERTISE, REVIEWS EACH APPLICATION AND DETERMINES THE FINANCIAL AID AWARD IN CONJUNCTION WITH THE FINANCIAL AID BUDGET. GREAT EFFORT IS TAKEN TO ENSURE THAT FAMILIES IN SIMILAR ECONOMIC SITUATIONS RECEIVE SIMILAR AWARDS, AND THAT AWARDS ARE BASED ONLY UPON DEMONSTRATED NEED. THE SCHOOL TRACKS TOTAL AID AWARDS, THE PERCENTAGE OF STUDENTS RECEIVING AID, THE AVERAGE AWARD AMOUNT, ETC. FROM YEAR TO YEAR. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | LILLIAN HOWARD | NamePerson |
| Base Compensation Filing Org | 229155 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 45968 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 48000 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 6939 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 17003 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 347065 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | A HOUSING ALLOWANCE IS PROVIDED TO THE HEAD OF SCHOOL TO OFFSET THE HIGH COST OF AREA HOUSING. THIS ALLOWANCE WAS APPROVED BY THE BOARD OF DIRECTORS BASED ON AREA COMPARABLES AND AS PART OF THE HEAD OF SCHOOL'S CONTRACT AND IS INCLUDED IN THE HEAD OF SCHOOL'S TAXABLE WAGES. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA MUNICIPAL FINANCE AUTHORITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 201563466 | IssuerEIN |
| CUSIP Number | 13048TEG4 | CUSIPNumber |
| Date Issued | 2009-08-27 | DateIssued |
| Issue Price | 13790000 | IssuePrice |
| Description Of Purpose | TO PURCHASE LAND AND BUILDING PREVIOUSLY LEASED. | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 13790000 | TotalProceeds |
| Issuance Costs From Proceeds | 243345 | IssuanceCostsFromProceeds |
| Working Capital Expenditures | 224493 | WorkingCapitalExpenditures |
| Capital Expenditures | 13322162 | CapitalExpenditures |
| Year Of Subst Completion | 2010 | YearOfSubstCompletion |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 1 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 1 | MngmentCntrctBondFinancdPrprty |
| Engage Bond Counsel Contracts | 0 | EngageBondCounselContracts |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0.01760 | PrcntgePrvtBusinessUseByOthers |
| Total Private Business Use | 0.01760 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Schedule L IRS990ScheduleL
Loan Table LoanTable (2 entries)
| Purpose Of LoanPurposeOfLoan | Loan To OrganizationLoanToOrganization | Original PrincipalOriginalPrincipalAmount | Balance DueBalanceDue | DefaultDefault | Approved By BoardApprovedByBoard | Written AgreementWrittenAgreement |
|---|---|---|---|---|---|---|
| ROBERT FRANCINE LENT | ||||||
| GENERAL SUPPORT | X | $975,000 | 475000 | 0 | 1 | 1 |
| LEHMANN FAMILY FOUNDATION | ||||||
| GENERAL SUPPORT | X | $500,000 | 500000 | 0 | 1 | 1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 975000 | TotalBalanceDue |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS REVIEWED BY FINANCE COMMITTEE AND BOARD TREASURER AND THEN PRESENTED TO THE ENTIRE BOARD BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS SELF-REPORT ANY POTENTIAL CONFLICT OF INTEREST ANNUALLY. THIS IS REVIEWED BY THE TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE HEAD OF SCHOOL'S COMPENSATION WAS DETERMINED USING COMPARABILITY DATA BY A BOARD COMMITTEE. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS ARE AVAILABLE AT THE SCHOOL'S OFFICE UPON REQUEST. |
| FORM 990, PART XI, LINE 2C | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
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