DREW SCHOOL: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- DREW SCHOOL (EIN 94-2219550)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-15
- IRS object ID
- 201221369349303077
- Schema version
- 2010v3.4
- 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 | 2012-05-15T10:49:23-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAUTZE & LAUTZE | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 303 SECOND STREET SUITE 950N | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94107 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942219550 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DREW SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DREW | NameControl |
| Phone | 4154093739 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2901 CALIFORNIA ST | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94115 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LINDA RIFF | Name |
| Title | CFO | Title |
| Phone | 4154093739 | Phone |
| Date Signed | 2012-05-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROGER BULOSAN | Name |
| Phone | 4155436900 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | SAMUEL M CUDDEBACK III | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2901 CALIFORNIA STREET | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94115 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 10809279 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.DREWSCHOOL.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1973 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE COLLEGE PREPARATORY EDUCATION. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 21 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 19 | NbrIndependentVotingMembers |
| Total Nbr Employees | 89 | TotalNbrEmployees |
| Total Nbr Volunteers | 40 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2826648 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1980722 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 7777724 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 8681313 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 31736 | InvestmentIncomePriorYear |
| Investment Income Current Year | 20534 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 24633 | OtherRevenuePriorYear |
| Other Revenue Current Year | 20332 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 10660741 | TotalRevenuePriorYear |
| Total Revenue Current Year | 10702901 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2092438 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2507174 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 4553280 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4849616 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 3743 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 600 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 179110 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2425510 | OtherExpensePriorYear |
| Other Expenses Current Year | 2318308 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 9074971 | TotalExpensesPriorYear |
| Total Expenses Current Year | 9675698 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1585770 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1027203 | RevenuesLessExpensesCY |
| Total Assets BOY | 22312999 | TotalAssetsBOY |
| Total Assets EOY | 30648938 | TotalAssetsEOY |
| Total Liabilities BOY | 13509266 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 20620121 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 8803733 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 10028817 | NetAssetsOrFundBalancesEOY |
| Mission Description | OUR MISSION IS TO ENGAGE AND SUPPORT THE ACADEMIC TALENTS, INITIATIVE AND SELF-CONFIDENCE OF EACH OF OUR STUDENTS WHILE ENCOURAGING THEM TO BE RESPECTFUL, RESPONSIBLE CITIZENS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 7764207 | Expense |
| Grants | 2470180 | Grants |
| Revenue | 8465318 | Revenue |
| Description | PRIVATE SECONDARY SCHOOL PROVIDING COLLEGE PREPARATORY EDUCATION - DREW IS A SMALL COLLEGE PREPARATORY HIGH SCHOOL SERVING APPROXIMATELY 250 STUDENTS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 146289 | Expense |
| Grants | 24468 | Grants |
| Revenue | 140520 | Revenue |
| Description | LEARNING SUPPORT PROGRAM (TUTORING) - TUTUORING SERVICES PROVIDED TO STUDENTS WHO ATTEND DREW. TUTORING SUPPORTS COLLEGE PREPARATORY MISSION. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 82349 | Expense |
| Grants | 12526 | Grants |
| Revenue | 95807 | Revenue |
| Description | DREW EDUCATION FOR ACTIVE LIFELONG LEARNING (DEALL) - EXPERIENTIAL EDUCATION COMPONENT OF COLLEGE PREPARATORY STUDIES. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 7992845 | 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 | 1 | 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 | 1 | 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 | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | 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 | 15 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 89 | 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 | 21 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 19 | 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 | 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 | MS LINDA RIFF | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4154093739 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2901 CALIFORNIA ST | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94115 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (27 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| JAKE BENIFLAH | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| MOLLIE WARD BROWN | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| KELVIN QUAN | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| PAUL DANIELSEN | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| BONNIE FISHER | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| ALEXANDRIA ALBERS | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| MONA LESSING HARROCH | |||||||
| VICE CHAIR | 5.00 | X | 0 | 0 | 0 | X | |
| JIM HINE | |||||||
| BOARD CHAIR | 10.00 | X | 0 | 0 | 0 | X | |
| JIMMY HORMEL | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| MARCY NATHAN | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| PHIL ARNAUTOU | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JAIME PERAZA | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| MARY MURPHY | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JEROME SAPIRO JR | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| ALIX MARDUEL | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| LEE SEWARD | |||||||
| BOARD SECRETARY | 5.00 | X | 0 | 0 | 0 | X | |
| DENIS SHANAGHER | |||||||
| BOARD TREASURER | 5.00 | X | 0 | 0 | 0 | X | |
| KARENA ZAKHOUR-BACCIOCCO | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JANIS MYSONA | |||||||
| PARENT ASSOCIATION REPRESENTATIVE | 2.00 | X | 0 | 0 | 0 | ||
| SAMUEL M CUDDEBACKIII | |||||||
| PRES. OF CORP/HEAD OF SCHOOL | 40.00 | X | 241679 | 0 | 73292 | X | |
| MARIAN FERRARA | |||||||
| FACULTY REPRESENTATIVE | 40.00 | X | 87777 | 0 | 17645 | ||
| LINDA RIFF | |||||||
| CFO | 40.00 | 157996 | 0 | 10415 | X | ||
| ELIZABETH BAIER | |||||||
| ASST. HEAD FOR INSTITUTIONAL ADVANCEMENT | 40.00 | 116500 | 0 | 17764 | X | ||
| TOM WADBROOK | |||||||
| DIRECTOR OF TECHNOLOGY | 40.00 | 122000 | 0 | 19476 | X | ||
| STEVE CHABON | |||||||
| DEAN OF STUDENT LIFE | 40.00 | 100001 | 0 | 21044 | X | ||
| JACQUES CUSIN | |||||||
| DEAN OF FACULTY | 40.00 | 102000 | 0 | 16509 | X | ||
| DAOUDA CAMARA | |||||||
| LANGUAGE DEPARTMENT CHAIR | 40.00 | 101800 | 0 | 11306 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1029753 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 187451 | TotalOtherCompensation |
| Number Individuals GT100 K | 7 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| HERRERO CONTRACTORS INC | |||||
| 2100 OAKDALE AVENUE | SAN FRANCISCO | CA | 94124 | CONSTRUCTION | 717895 |
| CALIFORNIACHOICE BENEFIT ADMINISTRATION | |||||
| 721 SOUTH PARKER SUITE 200 | ORANGE | CA | 92868 | BENEFIT ADMINISTRATION | 455102 |
| STAGECRAFT INDUSTRIES INC | |||||
| PO BOX 4442 | PORTLAND | OR | 97208 | CONSTRUCTION | 356656 |
| PCD | |||||
| 1032 MAXWELL DRIVE | SANTA ROSA | CA | 95401 | CONSTRUCTION | 353003 |
| FIRST NATIONAL BANK | |||||
| PO BOX 2814 | OMAHA | NE | 68103 | CREDIT CARD SERVICES | 204877 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 7 | NumberOfContractorsGT100K |
| Fundraising Events | 53297 | FundraisingEvents |
| All Other Contributions | 1927425 | AllOtherContributions |
| Total Contributions | 1980722 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION REVENUE | 611600 | 8331160 | 8331160 |
| OTHER PROGRAM SERVICES | 611600 | 322627 | 322627 |
| APPLICATIONS & OTHER F | 611600 | 27526 | 27526 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 8681313 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 20803 | TotalRevenueColumn |
| Exclusion | $20,803 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 62229 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 62200 | Securities |
| Other | 298 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 29 | Securities |
| Other | -298 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -269 | TotalRevenueColumn |
| Exclusion | -$269 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 43880 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 53297 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 43880 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Business Code | 611600 | BusinessCode |
| Total Revenue Column | 20332 | TotalRevenueColumn |
| Related Or Exempt Function Income | 20332 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 20332 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10702901 | TotalRevenueColumn |
| Related Or Exempt Function Income | 8701645 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $20,534 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2507174 | Total |
| Program Services | 2507174 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 412825 | Total |
| Management And General | 412825 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3654409 | Total |
| Program Services | 2917803 | ProgramServices |
| Management And General | 589109 | ManagementAndGeneral |
| Fundraising | 147497 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 154924 | Total |
| Program Services | 71831 | ProgramServices |
| Management And General | 74243 | ManagementAndGeneral |
| Fundraising | 8850 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 319647 | Total |
| Program Services | 228952 | ProgramServices |
| Management And General | 85060 | ManagementAndGeneral |
| Fundraising | 5635 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 307811 | Total |
| Program Services | 223152 | ProgramServices |
| Management And General | 73379 | ManagementAndGeneral |
| Fundraising | 11280 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13486 | Total |
| Management And General | 13486 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51895 | Total |
| Management And General | 51895 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 600 | Total |
| Fundraising | 600 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65689 | Total |
| Program Services | 52177 | ProgramServices |
| Management And General | 13512 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9623 | Total |
| Program Services | 9623 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 140658 | Total |
| Program Services | 86933 | ProgramServices |
| Management And General | 53725 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47485 | Total |
| Program Services | 46411 | ProgramServices |
| Management And General | 1074 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 367607 | Total |
| Program Services | 367607 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 197302 | Total |
| Program Services | 191797 | ProgramServices |
| Management And General | 3981 | ManagementAndGeneral |
| Fundraising | 1524 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 529810 | Total |
| Program Services | 529810 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 306569 | Total |
| Program Services | 291796 | ProgramServices |
| Management And General | 14773 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 97080 | Total |
| Management And General | 97080 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| SUPPLIES/CURRICULUM | 266482 | 264560 | 1922 | |
| EXTRA-CURRICULAR | 64463 | 64463 | ||
| PROFESSIONAL DEVELOPMEN | 63245 | 41842 | 17679 | 3724 |
| FINE ARTS | 57170 | 57170 | ||
| ATHLETICS | 37469 | 37469 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2275 | Total |
| Program Services | 2275 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9675698 | Total |
| Program Services | 7992845 | ProgramServices |
| Management And General | 1503743 | ManagementAndGeneral |
| Fundraising | 179110 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 709442 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2880473 | BOY |
| EOY | 1612517 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2344513 | BOY |
| EOY | 2181064 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 104216 | BOY |
| EOY | 43811 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 207404 | BOY |
| EOY | 199273 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 243350 | BOY |
| EOY | 278765 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 12961653 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2547855 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10621580 | BOY |
| EOY | 10413798 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 94457 | BOY |
| EOY | 116074 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 217437 | BOY |
| EOY | 394542 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5599569 | BOY |
| EOY | 14699652 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22312999 | BOY |
| EOY | 30648938 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1740396 | BOY |
| EOY | 1583024 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1741576 | BOY |
| EOY | 1823691 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9975000 | BOY |
| EOY | 17175000 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2414 | BOY |
| EOY | 1814 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49880 | BOY |
| EOY | 36592 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13509266 | BOY |
| EOY | 20620121 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7641482 | BOY |
| EOY | 7536430 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1162251 | BOY |
| EOY | 2492387 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8803733 | BOY |
| EOY | 10028817 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22312999 | BOY |
| EOY | 30648938 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1027203 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 197881 | ReconcilationOtherChanges |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 1 | AgentTrusteeEtc |
| Beginning Balance | 2414 | BeginningBalance |
| Distributions During Year | 600 | DistributionsDuringYear |
| Ending Balance | 1814 | EndingBalance |
| Included On FS | 1 | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1515750 | BeginningOfYearBalance |
| Other Expenditures | 1515750 | OtherExpenditures |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1435000 | BeginningOfYearBalance |
| Contributions | 80750 | Contributions |
| End Of Year Balance | 1515750 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1444000 | BeginningOfYearBalance |
| Contributions | 293000 | Contributions |
| Grants Or Scholarships | -302000 | GrantsOrScholarships |
| End Of Year Balance | 1435000 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2441478 | OtherCostOrOtherBasis |
| Book Value | 2441478 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 9632164 | OtherCostOrOtherBasis |
| Depreciation | 1846560 | Depreciation |
| Book Value | 7785604 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 59455 | OtherCostOrOtherBasis |
| Depreciation | 59359 | Depreciation |
| Book Value | 96 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 615008 | OtherCostOrOtherBasis |
| Depreciation | 447196 | Depreciation |
| Book Value | 167812 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 213548 | OtherCostOrOtherBasis |
| Depreciation | 194740 | Depreciation |
| Book Value | 18808 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 10413798 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CONSTRUCTION IN PROGRESS | Description |
| Book Value | 14699652 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 14699652 | TotalBookValueOtherAssets |
| Total Revenue | 10702901 | TotalRevenue |
| Total Expenses | 9675698 | TotalExpenses |
| Excess Or Deficit For Year | 1027203 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 14 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 197867 | DonatedServicesAndFacilities |
| Total Adjustments | 197881 | TotalAdjustments |
| Excess Or Deficit Per FS | 1225084 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 8437488 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 14 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 197867 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 43880 | OtherRevenues |
| Revenue Not Rptd F990 | 241761 | RevenueNotRptdF990 |
| Revenue Subtotal | 8195727 | RevenueSubtotal |
| Other Revenues Not Included | 2507174 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 2507174 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 10702901 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 7212404 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 43880 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 43880 | ExpensesNotRptdF990 |
| Expenses Subtotal | 7168524 | ExpensesSubtotal |
| Other Expenses Not Included | 2507174 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 2507174 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 9675698 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART IV, LINE 1B: | THE SCHOOL ACTS AS CUSTODIAN FOR CERTAIN SCHOOL CLUBS' ASSETS. | |
| PART IV, LINE 2B: | THE SCHOOL ACTS AS CUSTODIAN FOR CERTAIN SCHOOL CLUBS' ASSETS. | |
| PART X: | THE SCHOOL HAS ADOPTED THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN, OR EXPECTED TO BE TAKEN, IN A TAX RETURN AND REQUIRES THE AFFIRMATIVE EVALUATION THAT IS MORE-LIKELY-THAN-NOT, BASED ON THE TECHNICAL MERITS OF A TAX POSITION, THAT AN ENTERPRISE IS ENTITLED TO ECONOMIC BENEFITS RESULTING FROM TAX POSITIONS TAKEN IN INCOME TAX RETURNS. FOR TAX EXEMPT ENTITIES, FAVORABLE TAX STATUS ITSELF IS DEEMED TO BE AN UNCERTAINTY, AS EVENTS COULD POTENTIALLY OCCUR TO JEOPARDIZE THEIR TAX-EXEMPT STATUS. IF A TAX POSITION DOES NOT MEET THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. THE SCHOOLS EVALUATION ON JUNE 30, 2011 REVEALED NO TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. THE 2007 THROUGH 2010 TAX YEARS REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. IN ADDITION, THE 2006 THROUGH 2010 TAX YEARS REMAIN SUBJECT TO EXAMINATION BY THE CALIFORNIA FRANCHISE TAX BOARD. THE SCHOOL DOES NOT BELIEVE THAT ANY REASONABLY POSSIBLE CHANGES WILL OCCUR WITHIN THE NEXT TWELVE MONTHS THAT WILL HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| SPECIAL EVENT - AUCTION EXPENSE 43,880. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| FINANCIAL AID AND DISCOUNTS (NETTED AGAINST TUITION) 2,507,174. | PART XII, LINE 4B - OTHER ADJUSTMENTS: | |
| SPECIAL EVENT - AUCTION EXPENSE 43,880. | PART XIII, LINE 2D - OTHER ADJUSTMENTS: | |
| FINANCIAL AID AND DISCOUNTS (NETTED AGAINST TUITION) 2,507,174. | PART XIII, LINE 4B - OTHER ADJUSTMENTS: |
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 RACIAL NONDISCRIMINATION POLICY WAS PUBLISHED IN THE SAN FRANCISCO CHRONICLE ON MAY 18, 2011. THE POLICY IS ALSO STATED IN ALL OF THE SCHOOL'S PUBLICATIONS. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | AUCTION/DINNER-DANCE | NameOfEvent1 |
| Gross Receipts Event1 | 97177 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 53297 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 43880 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 27654 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 16226 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 97177 | GrossReceiptsTotal |
| Charitable Contributions Total | 53297 | CharitableContributionsTotal |
| Gross Revenue Total Events | 43880 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 27654 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 16226 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 43880 | DirectExpenseSummaryEvents |
| Net Income Summary | 0 | NetIncomeSummary |
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 | FINANCIAL AID AWARDED TO STUDENTS | TypeOfGrant |
| Number Of Recipients | 129 | NumberOfRecipients |
| Amount Of Non Cash Assistance | 2507174 | AmountOfNonCashAssistance |
| Method Of Valuation | FAIR MARKET VALUE | MethodOfValuation |
| Description Of Non Cash Assistance | FINANCIAL AID AWARDED TO STUDENTS | DescriptionOfNonCashAssistance |
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 GRANTS ARE BASED ON FINANCIAL NEED. THE SCHOOL USES AN OUTSIDE ORGANIZATION TO ANALYZE NEED. APPLICATIONS ARE SUBSTANTIATED WITH COPIES OF INCOME TAX RETURNS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Account | X | DiscretionarySpendingAccount |
| 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 | 1 | 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 (2 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SAMUEL M CUDDEBACKIII | |||||||||||||
| 241679 | 0 | 0 | 0 | 0 | 0 | 38944 | 0 | 34348 | 0 | 314971 | 0 | 0 | 0 |
| LINDA RIFF | |||||||||||||
| 157996 | 0 | 0 | 0 | 0 | 0 | 9492 | 0 | 923 | 0 | 168411 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 4B | ReturnReference |
| Explanation | SAMUEL CUDDEBACK, HEAD OF SCHOOL ENTERED INTO A NON-QUALIFIED DEFERRED COMPENSATION AGREEMENT WITH THE SCHOOL ALSO KNOWN AS A RABBI TRUST AGREEMENT. THE INVESTED ASSETS HAVE A TOTAL FAIR MARKET VALUE OF $197,451. SAMUEL CUDDEBACK, HEAD OF SCHOOL ENTERED INTO A NON-QUALIFIED DEFERRED COMPENSATION AGREEMENT IN ACCORDANCE WITH 457(F) OF THE IRC. THE INVESTED ASSETS HAVE A TOTAL FAIR MARKET VALUE OF $18,500. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY | |||||||
| 521598225 | 130795GE1 | 2007-06-14 | 9975000 | ADVANCE REFUND SERIES 2000 BONDS (ISSUED 7/6/2000) AND REPAY MORTGAGE. | 0 | 0 | 0 |
| CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY | |||||||
| 521598225 | 2010-09-03 | 7200000 | TO FUND CONSTRUCTION OF NEW ASSEMBLY WING. | 0 | 0 | 0 | |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Amount UnspentAmountUnspent |
|---|---|---|---|---|---|---|---|---|---|
| 9975000 | 746776 | 77000 | 242920 | 8908304 | 0 | 1 | 1 | 1 | |
| 7200000 | 325200 | 191878 | 6146778 | 0 | 0 | 0 | 1 | 536144 |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 | 0 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| DENIS SHANAGHER | |||
| TRUSTEE | 90685 | TRUSTEE IS A PARTNER AT LEGAL FIRM, LUCE FORWARD HAMILTON & SCRIPPS LLP. CONFLICT OF INTEREST WAS FULLY DISCLOSED TO BOARD AND TRUSTEE LEFT THE ROOM DURING DISCUSSION AND VOTE. | 0 |
| BONNIE FISHER | |||
| TRUSTEE | 652781 | TRUSTEE IS A PRINCIPAL AT SCHOOL'S ARCHITECTURAL FIRM, ROMA DESIGN GROUP. CONFLICT OF INTEREST WAS FULLY DISCLOSED TO BOARD AND TRUSTEE LEFT THE ROOM DURING DISCUSSION AND VOTE. | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | POSTED TO THE BOARD WEBSITE. ALL BOARD MEMBERS NOTIFIED BY EMAIL THAT IT IS AVAILABLE. | |
| IN ADDITION TO ANNUAL WRITTEN DISCLOSURE, THE BOARD CHAIR, PRESIDENT AND COMMITTEE ON TRUSTEES MONITOR ACTIVITY. ANY POTENTIAL CONLICT IS FULLY DISCLOSED TO THE BOARD AND RECORDED IN BOARD MINUTES. ANY VOTE NEEDED WOULD TAKE PLACE WITHOUT THE PRESENCE OF THE INDIVIDUAL CONCERNED. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE SCHOOL PAYS CAREFUL ATTENTION TO SAFE HARBOR COMPENSATION AMOUNTS FOR THE HEAD OF SCHOOL AND CFO. SOURCES TO DETERMINE APPROPRIATE COMPENSATION LEVELS INCLUDE NATIONAL, STATE, AND REGIONAL INDUSTRY COMPENSATION SURVEYS. | FORM 990, PART VI, SECTION B, LINE 15 | |
| UPON REQUEST | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 14. DONATED SERVICES AND USE OF FACILITIES: 197,867. TOTAL TO FORM 990, PART XI, LINE 5: 197,881. | FORM 990, PART XI, LINE 5: |
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