MENLO SCHOOL: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- MENLO SCHOOL (EIN 94-3204137)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-15
- IRS object ID
- 201231369349302348
- 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 M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-15T10:28:19-05:00 | 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 | 943204137 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MENLO SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MENL | NameControl |
| Phone | 6503302000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 VALPARAISO AVENUE | AddressLine1 |
| City | ATHERTON | City |
| State | CA | State |
| ZIP Code | 94027 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BILL SILVER | Name |
| Title | CFO/BUSINESS MANAGER | Title |
| Phone | 6503302000 | Phone |
| Date Signed | 2012-05-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JUDY LEE-STRAIN | 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 | NORM COLB | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 VALPARAISO AVENUE | AddressLine1 |
| City | ATHERTON | City |
| State | CA | State |
| ZIP Code | 94027 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 43652229 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.MENLOSCHOOL.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1994 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | ESTABLISH AND OPERATE AS AN EDUCATIONAL INSTITUTION FOR THE EDUCATION OF YOUNG MEN AND WOMEN. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 28 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 28 | NbrIndependentVotingMembers |
| Total Nbr Employees | 338 | TotalNbrEmployees |
| Total Nbr Volunteers | 905 | TotalNbrVolunteers |
| Total Gross UBI | 74598 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 51708868 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 10514894 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 25263162 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 27218800 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 101193 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1436556 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 3078761 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2534915 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 80151984 | TotalRevenuePriorYear |
| Total Revenue Current Year | 41705165 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 3789965 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 4239519 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 18922656 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 20057662 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 959734 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 11496830 | OtherExpensePriorYear |
| Other Expenses Current Year | 13492738 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 34209451 | TotalExpensesPriorYear |
| Total Expenses Current Year | 37789919 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 45942533 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 3915246 | RevenuesLessExpensesCY |
| Total Assets BOY | 167374698 | TotalAssetsBOY |
| Total Assets EOY | 173353326 | TotalAssetsEOY |
| Total Liabilities BOY | 40243447 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 36847868 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 127131251 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 136505458 | NetAssetsOrFundBalancesEOY |
| Mission Description | MENLO SCHOOL'S MISSION IS TO EMPOWER STUDENTS TO EXPLORE AND EXPAND THEIR INTERESTS, REACH THEIR FULLEST POTENTIAL, DEVELOP THE SKILLS NECESSARY FOR SUCCESS IN COLLEGE, AND BECOME ETHICAL, RESPONSIBLE, AND ENGAGED MEMBERS OF EVER WIDER COMMUNITIES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 34925845 | Expense |
| Grants | 4239519 | Grants |
| Revenue | 29683030 | Revenue |
| Description | INSTRUCTION FOR GRADES 6 TO 12 FOR APPROXIMATELY 790 STUDENTS. | Description |
| Total Program Service Expense | 34925845 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | 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 | 1 | 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 | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | 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 | 156 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 338 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| 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 | 28 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 28 | 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 | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 0 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 0 | 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 | BILL SILVER CFOBUSINESS MANAGER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6503302001 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 VALPARAISO AVENUE | AddressLine1 |
| City | ATHERTON | City |
| State | CA | State |
| ZIP Code | 94027 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (37 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| SUSAN FORD DORSEY | ||||||||
| BOARD CHAIR | 2.00 | X | X | 0 | 0 | 0 | ||
| SARA ABBASI | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| JEFF BERRY | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| JIM BREYER | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| KEN DIEKROEGER | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| MARK DOUGLASS | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| ELIZABETH DUMANIAN | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| LEONARD EDWARDS | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| RYAN ENRIGHT | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| LARRY FRYE | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| JAY HOAG | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| GREG JOHNSON | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| LYNDA MARREN | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| MATT MATTESON | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| BILL MITCHELL | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| BETSY PACE | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| UMESH PADVAL | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| PHIL QUIGLEY | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| ANDY RACHLEFF | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| DEBBIE ROBBINS | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| RICO ROSALES | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| STACY SIEBEL | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| RICHARD STEINY | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| NANCY SUITER | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| KIM SWIG | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| ERIC TOM | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| GEOFFREY YANG | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| JOHN ZEISLER | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| NORM COLB | ||||||||
| HEAD OF SCHOOL | 40.00 | X | 388487 | 0 | 46709 | |||
| JULIE JOHNSON | ||||||||
| ASSIST. TO HEAD OF SCHOOL/SECRETARY | 40.00 | X | 71688 | 0 | 51655 | |||
| BILL SILVER | ||||||||
| CFO/BUSINESS MANAGER | 40.00 | X | 204066 | 0 | 26306 | |||
| JOHN SCHAFER | ||||||||
| DIRECTOR OF UPPER SCHOOL | 40.00 | 174761 | 0 | 38493 | X | |||
| ERIN BRIGHAM | ||||||||
| DIRECTOR OF THE MIDDLE SCHOOL | 40.00 | 135161 | 0 | 30848 | X | |||
| DIANE CLAUSEN | ||||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | 144882 | 0 | 25364 | X | |||
| DAVID MCADOO | ||||||||
| DIRECTOR OF OPERATIONS/CON | 40.00 | 142102 | 0 | 26864 | X | |||
| ALEX PEREZ | ||||||||
| DIRECTOR OF STRATEGIC COMM | 40.00 | 129636 | 0 | 29716 | X | |||
| BRIDGETT LONGUST | ||||||||
| DEAN OF TEACHING AND LEARNING | 40.00 | 120483 | 0 | 22331 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1511266 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 298286 | TotalOtherCompensation |
| Number Individuals GT100 K | 35 | 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 |
|---|---|---|---|---|---|
| VANCE M BROWN & SONS INC | |||||
| 3197 PARK BLVD | PALO ALTO | CA | 94306 | CONSTRUCTION | 5721210 |
| KEVIN HART ARCHITECTURE | |||||
| 98 BATTERY ST SUITE 202 | SAN FRANCISCO | CA | 94111 | ARCHITECTURE | 352073 |
| GUARDSMARK | |||||
| FILE 6498 | LOS ANGELES | CA | 90074 | SECURITY | 299075 |
| KIRKPATRICK & LOCKHART PRESTON GATES ELL | |||||
| 630 HANSEN WAY | PALO ALTO | CA | 94304 | LEGAL | 198566 |
| LEO'S PRO AUDIO | |||||
| 5447 TELEGRAPH AVE | OAKLAND | CA | 94609 | AUDIO | 176699 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 10 | NumberOfContractorsGT100K |
| Fundraising Events | 309483 | FundraisingEvents |
| All Other Contributions | 10205411 | AllOtherContributions |
| Noncash Contributions | 1613455 | NoncashContributions |
| Total Contributions | 10514894 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | STUDENT TUITION | Description |
| Business Code | 611600 | BusinessCode |
| Total Revenue Column | 27218800 | TotalRevenueColumn |
| Related Or Exempt Function Income | 27218800 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 27218800 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 161457 | TotalRevenueColumn |
| Exclusion | $161,457 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 10205 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 10205 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10205 | TotalRevenueColumn |
| Exclusion | $10,205 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2636093 | Securities |
| Other | 42 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1276421 | Securities |
| Other | 84615 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1359672 | Securities |
| Other | -84573 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1275099 | TotalRevenueColumn |
| Unrelated Business Revenue | 74598 | UnrelatedBusinessRevenue |
| Exclusion | $1,200,501 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 530379 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 309483 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 530379 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 22610 | GrossIncomeGaming |
| Gaming Direct Expenses | 1465 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 21145 | TotalRevenueColumn |
| Exclusion | $21,145 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 93519 | GrossSalesOfInventory |
| Cost Of Goods Sold | 54184 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 39335 | TotalRevenueColumn |
| Exclusion | $39,335 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| OTHER | 611600 | 1357892 | 1357892 |
| MUSIC@MENLO | 611600 | 437070 | 437070 |
| CHILD CARE REVENUE | 624410 | 313060 | 313060 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 356208 | TotalRevenueColumn |
| Related Or Exempt Function Income | 356208 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 2464230 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 41705165 | TotalRevenueColumn |
| Related Or Exempt Function Income | 29683030 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 74598 | UnrelatedBusinessRevenue |
| Exclusion | $1,432,643 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4239519 | Total |
| Program Services | 4239519 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1009964 | Total |
| Program Services | 602179 | ProgramServices |
| Management And General | 320210 | ManagementAndGeneral |
| Fundraising | 87575 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14935825 | Total |
| Program Services | 14256396 | ProgramServices |
| Management And General | 291094 | ManagementAndGeneral |
| Fundraising | 388335 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1602778 | Total |
| Program Services | 1524934 | ProgramServices |
| Management And General | 35240 | ManagementAndGeneral |
| Fundraising | 42604 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1394061 | Total |
| Program Services | 1325911 | ProgramServices |
| Management And General | 33815 | ManagementAndGeneral |
| Fundraising | 34335 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1115034 | Total |
| Program Services | 1026623 | ProgramServices |
| Management And General | 55355 | ManagementAndGeneral |
| Fundraising | 33056 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 205841 | Total |
| Management And General | 205841 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 112339 | Total |
| Management And General | 112339 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2086986 | Total |
| Program Services | 1947726 | ProgramServices |
| Management And General | 69494 | ManagementAndGeneral |
| Fundraising | 69766 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29420 | Total |
| Program Services | 28385 | ProgramServices |
| Management And General | 375 | ManagementAndGeneral |
| Fundraising | 660 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2073896 | Total |
| Program Services | 1985795 | ProgramServices |
| Management And General | 47989 | ManagementAndGeneral |
| Fundraising | 40112 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57580 | Total |
| Program Services | 18876 | ProgramServices |
| Management And General | 38704 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 705581 | Total |
| Program Services | 703736 | ProgramServices |
| Management And General | 1845 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 544684 | Total |
| Program Services | 541822 | ProgramServices |
| Management And General | 188 | ManagementAndGeneral |
| Fundraising | 2674 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 325395 | Total |
| Program Services | 37 | ProgramServices |
| Management And General | 325358 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3511854 | Total |
| Program Services | 3266024 | ProgramServices |
| Management And General | 140474 | ManagementAndGeneral |
| Fundraising | 105356 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 296500 | Total |
| Program Services | 146348 | ProgramServices |
| Management And General | 150152 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| MUSIC@MENLO | 1654195 | 1654195 | ||
| OFFICE & PROGRAM | 499574 | 462983 | 35581 | 1010 |
| ENTRANCE FEES | 302345 | 301250 | 1095 | |
| MISCELLANEOUS | 191177 | 169766 | 21580 | -169 |
| BUSINESS PROGRAM SERVIC | 127699 | 127699 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 767672 | Total |
| Program Services | 595641 | ProgramServices |
| Management And General | 18706 | ManagementAndGeneral |
| Fundraising | 153325 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37789919 | Total |
| Program Services | 34925845 | ProgramServices |
| Management And General | 1904340 | ManagementAndGeneral |
| Fundraising | 959734 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11999616 | BOY |
| EOY | 19168580 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18073498 | BOY |
| EOY | 13888708 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13260397 | BOY |
| EOY | 10318168 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 733064 | BOY |
| EOY | 1003051 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1207000 | BOY |
| EOY | 1269250 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48418 | BOY |
| EOY | 62188 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 354560 | BOY |
| EOY | 367541 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 121637014 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 28392242 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 94936288 | BOY |
| EOY | 93244772 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25963649 | BOY |
| EOY | 33188816 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 289196 | BOY |
| EOY | 276620 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 509012 | BOY |
| EOY | 565632 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 167374698 | BOY |
| EOY | 173353326 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8195493 | BOY |
| EOY | 3910673 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16773998 | BOY |
| EOY | 17612416 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15000000 | BOY |
| EOY | 15000000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 273956 | BOY |
| EOY | 324779 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40243447 | BOY |
| EOY | 36847868 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 99516444 | BOY |
| EOY | 107933543 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17193764 | BOY |
| EOY | 17394785 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10421043 | BOY |
| EOY | 11177130 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 127131251 | BOY |
| EOY | 136505458 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 167374698 | BOY |
| EOY | 173353326 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 3915246 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 5458961 | 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
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 29079000 | BeginningOfYearBalance |
| Contributions | 239000 | Contributions |
| Investment Earnings Or Losses | 5563000 | InvestmentEarningsOrLosses |
| Other Expenditures | 1357000 | OtherExpenditures |
| End Of Year Balance | 33524000 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 26367000 | BeginningOfYearBalance |
| Contributions | 980000 | Contributions |
| Investment Earnings Or Losses | 2859000 | InvestmentEarningsOrLosses |
| Other Expenditures | 1127000 | OtherExpenditures |
| End Of Year Balance | 29079000 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 31282000 | BeginningOfYearBalance |
| Contributions | 1221000 | Contributions |
| Investment Earnings Or Losses | -5091000 | InvestmentEarningsOrLosses |
| Other Expenditures | 1045000 | OtherExpenditures |
| End Of Year Balance | 26367000 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.49920 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.46710 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.03370 | TermEndowmentEOYBalance |
| 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 | 32700000 | OtherCostOrOtherBasis |
| Book Value | 32700000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 73375904 | OtherCostOrOtherBasis |
| Depreciation | 16016595 | Depreciation |
| Book Value | 57359309 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4245275 | OtherCostOrOtherBasis |
| Depreciation | 3446521 | Depreciation |
| Book Value | 798754 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5269893 | OtherCostOrOtherBasis |
| Depreciation | 4861918 | Depreciation |
| Book Value | 407975 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6045942 | OtherCostOrOtherBasis |
| Depreciation | 4067208 | Depreciation |
| Book Value | 1978734 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 93244772 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LIMITED PARTNERSHIP INTERESTS | Description |
| Book Value | 33188816 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 33188816 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SWAP AGREEMENT PAYABLE | Description |
| Amount | $324,779 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 324779 | TotalOfAmounts |
| Total Revenue | 41705165 | TotalRevenue |
| Total Expenses | 37789919 | TotalExpenses |
| Excess Or Deficit For Year | 3915246 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 5458961 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 5458961 | TotalAdjustments |
| Excess Or Deficit Per FS | 9374207 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 42944000 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 5509784 | NetUnrealizedGainsInvestments |
| Other Revenues | 3361 | OtherRevenues |
| Revenue Not Rptd F990 | 5513145 | RevenueNotRptdF990 |
| Revenue Subtotal | 37430855 | RevenueSubtotal |
| Other Revenues Not Included | 4274310 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 4274310 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 41705165 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 33570000 | TotExpensesEtcAuditedFinclStmt |
| Losses Reported | 84573 | LossesReported |
| Other Expenses Included | 56203 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 140776 | ExpensesNotRptdF990 |
| Expenses Subtotal | 33429224 | ExpensesSubtotal |
| Other Expenses Not Included | 4360695 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 4360695 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 37789919 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE SCHOOL INTENDS TO HOLD ITS ENDOWMENT FUND FOR THE LONG TERM AND USE THE EARNINGS TO SUPPORT ITS PROGRAMS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | 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. THIS STANDARD ALSO REQUIRES THE ORGANIZATIONS TO DISCLOSE ADDITIONAL QUANTITATIVE AND QUALITATIVE INFORMATION IN THEIR FINANCIAL STATEMENTS ABOUT UNCERTAIN TAX POSITIONS. THE SCHOOL'S 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 TAX YEARS 2006 THROUGH 2010 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. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 54,184. UNREALIZED GAIN (LOSS) ON SWAP -50,823. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID AND SCHOLARSHIPS (NETTED AGAINST TUITION) 4,239,519. LOSS ON DISPOSALS -84,573. PARENTS ASSOCIATION 121,176. ROUNDING -1,812. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 54,184. ROUNDING 2,019. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID AND SCHOLARSHIPS (NETTED AGAINST TUITION) 4,239,519. PARENTS ASSOCIATION EXPENSE 121,176. |
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 NONDISCRIMINATORY POLICY WAS PUBLISHED IN THE SAN FRANCISCO CHRONICLE ON MAY 18, 2011. THE POLICY IS ALSO STATED ON THE SCHOOL'S WEBSITE AND ADMISSIONS MATERIALS. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | BENEFIT AUCTION, FASHION SHOW | NameOfEvent1 |
| Gross Receipts Event1 | 839862 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 309483 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 530379 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 3873 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 72357 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 134262 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 1000 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 318887 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 839862 | GrossReceiptsTotal |
| Charitable Contributions Total | 309483 | CharitableContributionsTotal |
| Gross Revenue Total Events | 530379 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 3873 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 72357 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 134262 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 1000 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 318887 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 530379 | DirectExpenseSummaryEvents |
| Net Income Summary | 0 | NetIncomeSummary |
Gaming Information GamingInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | 22610 | GrossRevenueOtherGaming |
| Other Direct Expenses Other Gaming | 1465 | OtherDirectExpensesOtherGaming |
| Volunteer Labor Other Gaming | 1 | VolunteerLaborOtherGaming |
| Volunteer Labor Prcnt Other Gaming | 1.00000 | VolunteerLaborPrcntOtherGaming |
| Gross Revenue Total Gaming | 22610 | GrossRevenueTotalGaming |
| Other Direct Expenses Total Gaming | 1465 | OtherDirectExpensesTotalGaming |
| Direct Expense Summary Gaming | 1465 | DirectExpenseSummaryGaming |
| Net Gaming Income Summary | 21145 | NetGamingIncomeSummary |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | CA | StatesWhereGamingConducted |
| Licensed | 1 | Licensed |
| License Suspended Etc | 0 | LicenseSuspendedEtc |
| Gaming With Nonmembers | 0 | GamingWithNonmembers |
| Member Of Other Entity | 0 | MemberOfOtherEntity |
| Percentage Of Gaming Own Facility | 1.00000 | PercentageOfGamingOwnFacility |
| Name Of Gaming Rec Keeper Person | BILL SILVER | NameOfGamingRecKeeperPerson |
Address Of Gaming Rec Keeper US AddressOfGamingRecKeeperUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 VALPARAISO AVENUE | AddressLine1 |
| City | ATHERTON | City |
| State | CA | State |
| ZIP Code | 94027 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contract With3rd Party For Gam Rev | 0 | ContractWith3rdPartyForGamRev |
| Charitable Distrib Required | 0 | CharitableDistribRequired |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | FINANCIAL AID IN AMOUNTS RANGING FROM $667 TO $33,390. | TypeOfGrant |
| Number Of Recipients | 171 | NumberOfRecipients |
| Amount Of Non Cash Assistance | 4239519 | AmountOfNonCashAssistance |
| Method Of Valuation | FMV | MethodOfValuation |
| Description Of Non Cash Assistance | FINANCIAL AID | 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: THESE ARE ALL FINANCIAL AID AWARDS, AND THE AWARDS ARE APPLIED DIRECTLY BY THE SCHOOL TO THE RECIPIENTS' TUITION BALANCE. THERE IS NO POSSIBILITY THAT THE AWARD COULD BE MISAPPLIED. | 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 |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| 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 (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NORM COLB | |||||||||||||
| 319450 | 0 | 40615 | 0 | 28422 | 0 | 38784 | 0 | 7925 | 0 | 435196 | 0 | 0 | 0 |
| BILL SILVER | |||||||||||||
| 202086 | 0 | 0 | 0 | 1980 | 0 | 24355 | 0 | 1951 | 0 | 230372 | 0 | 0 | 0 |
| JOHN SCHAFER | |||||||||||||
| 154307 | 0 | 0 | 0 | 20454 | 0 | 21534 | 0 | 16959 | 0 | 213254 | 0 | 0 | 0 |
| ERIN BRIGHAM | |||||||||||||
| 133905 | 0 | 0 | 0 | 1256 | 0 | 17611 | 0 | 13237 | 0 | 166009 | 0 | 0 | 0 |
| DIANE CLAUSEN | |||||||||||||
| 142977 | 0 | 0 | 0 | 1905 | 0 | 17429 | 0 | 7935 | 0 | 170246 | 0 | 0 | 0 |
| DAVID MCADOO | |||||||||||||
| 140142 | 0 | 0 | 0 | 1960 | 0 | 17879 | 0 | 8985 | 0 | 168966 | 0 | 0 | 0 |
| ALEX PEREZ | |||||||||||||
| 117205 | 0 | 0 | 0 | 12431 | 0 | 13037 | 0 | 16679 | 0 | 159352 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | NORM COLB, HEAD OF SCHOOL & JOHN SCHAFER, DIRECTOR OF UPPER SCHOOL ARE PAID A HOUSING ALLOWANCE WHICH IN INCLUDED IN THEIR W-2 INCOME. |
| PART I, LINE 4B | NORM COLB, HEAD OF SCHOOL. RETIREMENT BENEFIT IN THE AMOUNT OF $1,122,000, PAID IN EQUAL INSTALLMENTS OVER A 17 YEAR PERIOD COMMENCING ON JULY 1, 2011. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ABAG FINANCE AUTHORITY FOR NONPROFIT CORPORATIONS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 943130123 | IssuerEIN |
| CUSIP Number | 00037CFH8 | CUSIPNumber |
| Date Issued | 2003-11-20 | DateIssued |
| Issue Price | 15000000 | IssuePrice |
| Description Of Purpose | ASSIST IN FINANCING CONSTRUCTION | 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 | 15000000 | TotalProceeds |
| Issuance Costs From Proceeds | 377216 | IssuanceCostsFromProceeds |
| Capital Expenditures | 14622784 | CapitalExpenditures |
| Year Of Subst Completion | 2004 | YearOfSubstCompletion |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 0 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 0 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Post Issuance Compliance Procdrs | 0 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 0 | 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
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | SUSAN COLB | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | SPOUSE OF NORM COLB, HEAD OF SCHOOL | Relationship |
| Amount Of Transaction | 85486 | AmountOfTransaction |
| Description Of Transaction | TOTAL COMPENSATION | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 47 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1613455 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | OUR FORM 990 IS PREPARED BY PROFESSIONAL INDEPENDENT ACCOUNTANTS. IT IS REVIEWED BY THE CFO/BUSINESS MANAGER AND THE CONTROLLER. | |
| THE CFO/BUSINESS MANAGER SIGNS ALL CHECKS AND KNOWS THE VENDORS WITH WHOM WE DO BUSINESS. HE KNOWS THE IDENTITIES OF OUR BOARD MEMBERS AND IS ALWAYS MINDFUL AND AWARE OF ANY POTENTIAL CONFLICTS OF INTEREST. IF THERE WERE ANY RELATIONSHIPS BETWEEN BOARD MEMBERS AND VENDORS, WE WOULD GO THROUGH THE PROCESS OF ENSURING THAT ALL TRANSACTIONS WERE AT ARM'S LENGTH. WE HAVE STRENUOUSLY ENDEAVORED TO BE CERTAIN THAT THERE ARE NO CONFLICTS AND TO MONITOR OUR ACCOUNTS PAYABLE. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE COMPENSATION FOR HEAD OF SCHOOL AND CFO/BUSINESS MANAGER IS APPROVED BY THE COMPENSATION COMMITTEE. | FORM 990, PART VI, SECTION B, LINE 15 | |
| DOCUMENTS ARE AVAILABLE BY REQUEST. GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE IN THE BOARD SECRETARY'S OFFICE. FINANCIAL STATEMENTS ARE IN THE BUSINESS OFFICE. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 5,458,961. | FORM 990, PART XI, LINE 5: |
| NO CHANGE FROM PRIOR YEAR. | FORM 990, PART XII, LINE 2C: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MENLO SCHOOL AND MENLO COLLEGE | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 EL CAMINO REAL | AddressLine1 |
| City | ATHERTON | City |
| State | CA | State |
| ZIP Code | 94027 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941156656 | EIN |
| Primary Activities | SUPPORT ACTIVITIES OF ITS AFFILIATED ORGANIZATIONS, MENLO SCHOOL AND COLLEGE | PrimaryActivities |
| Legal Domicile State | CA | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 11A, I | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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