2012-05-15T11:16:22-07:00 2011-06-30 Ryan & McDonald LLP 913 Blanco Circle Salinas CA 93901 990 2010-07-01 941156652 SANTA CATALINA SCHOOL SANT 8316559334 1500 MARK THOMAS DRIVE MONTEREY CA 93940 SISTER CLAIRE BARONE 2012-05-14 Margaret Treanor 8317846000 2010 2016-02-24 21:20:13Z SISTER CLAIRE BARONE 1500 MARK THOMAS DRIVE MONTEREY CA 93940 23228819 false false X www.santacatalina.org X 1950 CA Santa Catalina is an Independent School for Grades Pre-K through 12 whose Mission Statement is: Excellence. Spirituality. Responsibility. Service. Santa Catalina School exists to develop in each student a striving for excellence, a maturing awareness of moral and spiritual values, a sense of responsible purpose, and a determination to serve the world with courage, graciousness, and compassion. 25 25 248 25 0 2748845 3981214 13009071 14289277 12646 1264658 159632 226962 15930194 19762111 2254986 2331440 0 10130123 10331825 0 774870 4061623 4322337 16446732 16985602 -516538 2776509 56383242 62483855 11444529 11812580 44938713 50671275 Santa Catalina is an Independent School for Grades Pre-K through 12 whose Mission Statement is: Excellence. Spirituality. Responsibility. Service. Santa Catalina School exists to develop in each student a striving for excellence, a maturing awareness of moral and spiritual values, a sense of responsible purpose, and a determination to serve the world with courage, graciousness, and compassion. false false 12586436 2331440 13510690 The primary service activity is the furnishing of a formal education to students in preschool through grade 12. 420617 568677 Summer at Santa Catalina is education for girls entering grades 3 through 9. 13007053 true true false false false false false false false true true true false false true false true false true false false false false false true false false false true true false false false false false false false false false false false true false false false false false false false false false true 62 0 true 248 true false false false false false false false false false false false 0 false false false false false false false false false false false X 25 25 false false false false false false false true true false false false true true true true true true true true false false CA X RITA ALVES 8316559334 SANTA CATALINA SCHOOL1500 MARK THOM MONTEREY CA 939405291 SISTER CLAIRE BARONE 40.00 X 168746 0 35281 RITA ALVES 40.00 X 104631 0 14997 RICHARD PATTERSON 40.00 X 134952 0 35929 MS LAURA LYON GAON 0.00 0 0 0 MRS RICHARD A PFAFF 0.00 0 0 0 MRS PETER B BEDFORD 0.00 0 0 0 MRS NONIE B RAMSAY 0.00 0 0 0 MRS MARGARET R DUFLOCK 0.00 0 0 0 MRS KIT Y WAI 0.00 0 0 0 MRS KATHERINE ERNST 0.00 0 0 0 MRS JOAN SEAMSTER 0.00 0 0 0 MRS JENNIFER B HORTON 0.00 0 0 0 MRS ERIC HASS 0.00 0 0 0 MRS ELIZABETH R HULME 0.00 0 0 0 MRS DIRK ETIENNE 0.00 0 0 0 MRS BRAD A WONG 0.00 0 0 0 MR WALTER E HUSSMAN JR 0.00 0 0 0 MR ROBERT C BOLT 0.00 0 0 0 MR REUBEN RICHARDS 0.00 0 0 0 MR PETER M FOLGER 0.00 0 0 0 MR MICHAEL D BRUNO 0.00 0 0 0 MR MATTHEW T GIBBS II 0.00 0 0 0 MR L DOUGLAS MCKENZIE 0.00 0 0 0 MR FREDRICK KENNIFER 0.00 0 0 0 MR FREDERICK M BATES 0.00 0 0 0 MR FRANK GARCIA 0.00 0 0 0 MR CURT A BREITFUSS 0.00 0 0 0 LINDA MUTTY 40.00 X 101673 0 18210 LAURIE POPE-BROWNE 40.00 X 118822 0 10594 JOHN AIME 40.00 X 142046 0 26405 DR W TAYLOR FITHIAN III 0.00 0 0 0 DR JOHN MURPHY 40.00 X 122940 0 49898 CHRISTY POLLACCI 40.00 X 104022 0 8702 997832 200016 8 false true false RICHARD K RHODES AIA 14182 RESERVATION ROAD SALINAS CA 93901 ARCHITECTURE 331644 1 31975 3949239 158271 3981214 TUITION 13510690 13510690 TRANSPORTATION FEES 48858 48858 SUMMER TUITION 568677 568677 MUSIC LESSON FEES 161052 161052 14289277 265339 265339 0 0 120 2088 -1968 -1968 -1968 4315165 3315846 999319 999319 999319 166930 31975 40226 126704 0 137927 108548 29379 29379 UNREFUNDABLE TUITION DEPO 29185 29185 GRADUATION FEES 19230 19230 APPLICATION FEES 20384 20384 4048 4048 72847 19762111 15780897 0 2331440 2331440 0 0 852187 440354 285535 126298 0 7332825 5357557 1556759 418509 462294 315373 138758 8163 1092539 828215 233811 30513 591980 419834 131510 40636 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 917368 807620 98135 11613 0 PLANT UTILITIES 429404 429404 INSTRUCTIONAL STUDENT SUPPORT 295443 295443 FOOD SERVICE 605990 605990 ADMIN-PROMOTIONAL ACTIVITIES 230134 230134 ADMIN-OTHER 177906 177906 1666092 1175823 351131 139138 16985602 13007053 3203679 774870 6364123 7028946 0 5460 1828438 5523207 4954692 0 0 626461 768633 68962 68491 275293 260395 34871781 17831546 16873410 17040235 16758679 19826176 9501706 10334210 0 0 385941 373639 56383242 62483855 526656 903753 10579873 10588827 338000 320000 11444529 11812580 X 23116873 23299164 6441284 11848831 15380556 15523280 44938713 50671275 56383242 62483855 X 2776509 2956053 X false true true X false false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 21014392 142724 4083429 1090000 24150545 19501531 400166 2242695 1130000 21014392 24791352 247398 -4453444 1083775 19501531 0.04120 0.95880 false false false 976145 976145 21592513 10306306 11286207 5420732 2441498 2979234 5186619 4690895 495724 1695772 392847 1302925 17040235 10334210 ANNUITY OBLIGATIONS 320000 320000 19762111 16985602 2776509 2945200 10853 2956053 5732562 19634616 2945200 -3072695 -127495 19762111 19762111 13902054 -3083548 -3083548 16985602 16985602 Part XI, Line 8 Part XI, Line 8: Other Changes in Net Assets or Fund Balances P/V ADJ TO ANNUITIES $10853 P/V ADJ TO ANNUITIES $ -0 true true true true true true true false false false false false false false false false false true X X X X X false BENEFIT CELEBRATION 198905 31975 166930 40226 198905 31975 166930 40226 40226 126704 X 0 0 FINANCIAL AID 159 2331440 FMV TUITION, ROOM & BOARD X true true X X X X false false false false false false false false false false SISTER CLAIRE BARONE 168746 11812 23469 204027 RICHARD PATTERSON 134952 8097 27832 170881 JOHN AIME 142046 8523 17882 168451 DR JOHN MURPHY 122940 9835 40063 172838 Sch J, Part I, Line 1a Part I, Line 1a: Relevant information in regards to selections on 1a. X 1 29500 X 5 128772 false false false Form 990, Part VI, Line 19 Form 990, Part VI, Line 19: Other Organization Documents Publicly Available Upon Request and Available for view on Guidestar.org. Form 990, Part VI, Line 15b Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees COMPENSATION FOR THE HEAD OF SCHOOL AND ANY OTHER "DISQUALIFIED PERSON" UNDER INTERNAL REVENUE CODE SECTION 4958 SHALL BE SET IN CONFORMITY WITH THE SAFE HARBOR PROVISIONS UNDER THE INTERMEDIATE SANCTIONS RULE OF THE INTERNAL REVENUE CODE.THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES SHALL BE CHARGED WITH COLLECTING COMPARABILITY DATA AS TO THE COMPENSATION ARRANGEMENTS FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED SCHOOLS.UPON REVIEW OF THE COMPENSATION COMMITTEE'S COMPARABILITY DATA, THE BOARD OF TRUSTEES SHALL APPROVE THE COMPENSATION ARRANGEMENT FOR THE HEAD OF SCHOOL AND ANY OTHER "DISQUALIFIED PERSON". ANY BOARD MEMBER WITH A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT UNDER DISCUSSION SHALL NOT PARTICIPATE IN THE DECISION ON THAT COMPENSATION ARRANGEMENT.THE BOARD OF TRUSTEES SHALL MAINTAIN CONTEMPORANEOUS DOCUMENTATION WITH RESPECT TO DELIBERATIONS AND DECISIONS REGARDING THE AFOREMENTIONED COMPENSATION ARRANGEMENTS. Form 990, Part VI, Line 12c Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts THE BOARD OF TRUSTEES MUST APPROVE OR DISAPPROVE ANY TRANSACTION IN WHICH THE SCHOOL IS A PARTY AND IN WHICH ONE OR MORE INTERESTED PERSONS HAS A MATERIAL FINANCIAL INTEREST OR OTHER POTENTIAL CONFLICT OF INTEREST. ANY INTERESTED PERSON HAVING A CONFLICT OF INTEREST OR POSSIBLE CONFLICT OF INTEREST ON ANY MATTER SHALL NOT VOTE ON NOR PERSONALLY INFLUENCE SUCH MATTER. THE MINUTES OF THE RELEVANT BOARD MEETING(S) SHALL REFLECT THAT A DISCLOSURE WAS MADE, AND THAT THE PERSON HAVING A CONFLICT DID NOT PARTICIPATE IN THE DISCUSSIONS REGARDING THE MATTER NOR VOTE ON THE MATTER. THOSE TRUSTEES VOTING ON THE TRANSACTION MUST APPROVE THE TRANSACTION BY A VOTE WHICH CONSTITUTES A MAJORITY OF THE ENTIRE MEMBERSHIP OF THE BOARD OF TRUSTEES, WITHOUT COUNTING THE VOTE OF ANY PERSON WHO HAS AN INTEREST IN THE TRANSACTION.THE SCHOOL SHALL NOT ENGAGE IN ANY TRANSACTION WITH ANOTHER ENTITY WHICH HAS ONE OR MORE DIRECTORS IN COMMON WITH THE SCHOOL, UNLESS AFTER THE INTERESTED PERSON DISCLOSES THE FACTS OF THE TRANSACTIONS AND THE DETAILS OF HIS OR HER AFFILIATION WITH THE OTHER ENTITY, THOSE TRUSTEES VOTING ON THE TRANSACTION APPROVE THE TRANSACTION BY A VOTE WHICH CONSTITUTES A MAJORITY OF THE ENTIRE MEMBERSHIP OF THE BOARD OF TRUSTEES, WITHOUT COUNTING THE VOTE OF THE INTERESTED PERSON.ANNUALLY, THE CHAIR OF THE BOARD WILL SEND TO EACH MEMBER OF THE BOARD OF TRUSTEES, EACH OFFICER OF THE CORPORATION, AND EACH HIGHLY COMPENSATED EMPLOYEE A COPY OF THIS CONFLICT OF INTEREST POLICY, AS AMENDED FROM TIME TO TIME, TOGETHER WITH A CONFLICT OF INTEREST DISCLOSURE STATEMENT TO BE COMPLETED AND RETURNED TO THE CHAIR OF THE BOARD. Form 990, Part VI, Line 11 Form 990, Part VI, Line 11: Form 990 Review Process THE AUDIT COMMITTEE HAS PRIMARY RESPONSIBILITY FOR COORDINATING WITH THE ADMINISTRATION ON THE PREPARATION OF THE FORM 990. THE FORM IS REVIEWED BY THE FINANCE COMMITTEE AND MADE AVAILABLE TO EVERY BOARD MEMBER.