LA JOLLA COUNTRY DAY SCHOOL: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- LA JOLLA COUNTRY DAY SCHOOL (EIN 95-1875978)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-14
- IRS object ID
- 201111349349300126
- Schema version
- 2009v1.7
- 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 I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-14T19:06:27-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10616 Scripps Summit Court | AddressLine1 |
| City | San Diego | City |
| State | CA | State |
| ZIP Code | 92131 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951875978 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LA JOLLA COUNTRY DAY SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LAJO | NameControl |
| Phone | 8584533440 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9490 GENESEE AVENUE | AddressLine1 |
| City | LA JOLLA | City |
| State | CA | State |
| ZIP Code | 92037 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Christopher Schuck | Name |
| Title | Head of school | Title |
| Date Signed | 2011-05-12 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Tim Willis | Name |
| Phone | 8587952000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Christopher Schuck | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9490 Genesee Avenue | AddressLine1 |
| City | La Jolla | City |
| State | CA | State |
| ZIP Code | 92037 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 32173113 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.LJCDS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1926 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | LA JOLLA COUNTRY DAY SCHOOL PREPARES INDIVIDUALS FOR A LIFETIME OF INTELLECTUAL EXPLORATION, PERSONAL GROWTH AND SOCIAL RESPONSIBILITY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 30 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 30 | NbrIndependentVotingMembers |
| Total Nbr Employees | 325 | TotalNbrEmployees |
| Total Nbr Volunteers | 568 | TotalNbrVolunteers |
| Total Gross UBI | 3750 | TotalGrossUBI |
| Contributions Grants Prior Year | 2488274 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2541380 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 25449955 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 26422099 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 345880 | InvestmentIncomePriorYear |
| Investment Income Current Year | 102700 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 124049 | OtherRevenuePriorYear |
| Other Revenue Current Year | 98169 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 28408158 | TotalRevenuePriorYear |
| Total Revenue Current Year | 29164348 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2703954 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 3165807 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 17117873 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 16967108 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 782804 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 8061794 | OtherExpensePriorYear |
| Other Expenses Current Year | 9047875 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 27883621 | TotalExpensesPriorYear |
| Total Expenses Current Year | 29180790 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 524537 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -16442 | RevenuesLessExpensesCY |
| Total Assets BOY | 92712293 | TotalAssetsBOY |
| Total Assets EOY | 93148816 | TotalAssetsEOY |
| Total Liabilities BOY | 59353482 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 61201803 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 33358811 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 31947013 | NetAssetsOrFundBalancesEOY |
| Mission Description | LA JOLLA COUNTRY DAY SCHOOL PREPARES INDIVIDUALS FOR A LIFETIME OF INTELLECTUAL EXPLORATION, PERSONAL GROWTH AND SOCIAL RESPONSIBILITY. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 24534078 | Expense |
| Grants | 3165807 | Grants |
| Revenue | 26422099 | Revenue |
| Description | La Jolla Country Day School prepares individuals for a lifetime of intellectual exploration, personal growth and social responsibility. The school has approximately 1,080 students from Nursery through 12th grade. | Description |
| Total Program Service Expense | 24534078 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | true | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | true | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 75 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 325 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Nbr Voting Governing Body Members | 30 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 30 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | false | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | BRUCE NELSON | NamePerson |
| Telephone Number | 8584533440 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9409 REGENTS ROAD | AddressLine1 |
| City | LA JOLLA | City |
| State | CA | State |
| ZIP Code | 92037 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (36 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 |
|---|---|---|---|---|---|---|---|---|
| Don Ings | ||||||||
| President | 1.0 | X | X | 0 | 0 | 0 | ||
| Beth Davidson | ||||||||
| VP, Trustees | 1.0 | X | X | 0 | 0 | 0 | ||
| Cameron Rooke | ||||||||
| VP, Development | 1.0 | X | X | 0 | 0 | 0 | ||
| Pat Hughes | ||||||||
| VP, Strategic Planning | 1.0 | X | X | 0 | 0 | 0 | ||
| Barry Rosenbaum | ||||||||
| Treasurer | 1.0 | X | X | 0 | 0 | 0 | ||
| Sherry Bahrambeygui-Hosey | ||||||||
| Secretary | 1.0 | X | X | 0 | 0 | 0 | ||
| Ben Badiee | ||||||||
| trustee | 1.0 | X | 0 | 0 | 0 | |||
| Jeff Church | ||||||||
| trustee | 1.0 | X | 0 | 0 | 0 | |||
| Wade Doshier | ||||||||
| trustee | 1.0 | X | 0 | 0 | 0 | |||
| Kenneth Gonzalez | ||||||||
| trustee | 0.0 | X | 0 | 0 | 0 | |||
| George Guimaraes | ||||||||
| trustee | 1.0 | X | 0 | 0 | 0 | |||
| Peter Hamilton | ||||||||
| trustee | 1.0 | X | 0 | 0 | 0 | |||
| Larry Hershfield | ||||||||
| trustee | 1.0 | X | 0 | 0 | 0 | |||
| Jonathan Huberman | ||||||||
| trustee | 0.0 | X | 0 | 0 | 0 | |||
| Debby Jacobs | ||||||||
| trustee | 1.0 | X | 0 | 0 | 0 | |||
| Keith Kanner | ||||||||
| trustee | 0.0 | X | 0 | 0 | 0 | |||
| Steven Libman | ||||||||
| trustee | 0.0 | X | 0 | 0 | 0 | |||
| Lesa Malecot | ||||||||
| trustee | 1.0 | X | 0 | 0 | 0 | |||
| Sherry Mesman | ||||||||
| trustee | 1.0 | X | 0 | 0 | 0 | |||
| Ronnie Morgan | ||||||||
| trustee | 1.0 | X | 0 | 0 | 0 | |||
| John Mulcahy | ||||||||
| trustee | 1.0 | X | 0 | 0 | 0 | |||
| Gwyn Carter Rice | ||||||||
| trustee | 0.0 | X | 0 | 0 | 0 | |||
| Alex Roudi | ||||||||
| trustee | 1.0 | X | 0 | 0 | 0 | |||
| Lori Temko | ||||||||
| trustee | 1.0 | X | 0 | 0 | 0 | |||
| Michael Wall | ||||||||
| trustee | 1.0 | X | 0 | 0 | 0 | |||
| Howard Ziment | ||||||||
| trustee | 1.0 | X | 0 | 0 | 0 | |||
| Robyann Nelson Ex-officio trustee | ||||||||
| Parents' Association President | 1.0 | X | 0 | 0 | 0 | |||
| Lucy Smith Conroy ex-officio | ||||||||
| Alumni council President | 1.0 | X | 0 | 0 | 0 | |||
| Christopher Schuck | ||||||||
| Head of School | 40.0 | 382614 | 0 | 9775 | X | |||
| Bruce Nelson | ||||||||
| Chief Financial Officer | 40.0 | 186564 | 0 | 21751 | X | |||
| Mark Marcus | ||||||||
| Assistant Head of School - ops | 40.0 | 195544 | 0 | 22096 | X | |||
| Sarah Bakhiet | ||||||||
| Asst. head of school academics | 40.0 | 141954 | 0 | 18406 | X | |||
| Marna Weiss | ||||||||
| Lower School director | 40.0 | 130288 | 0 | 17531 | X | |||
| Roderick Jemison | ||||||||
| Upper School director | 40.0 | 108219 | 0 | 15875 | X | |||
| Jeff Hutzler | ||||||||
| Athletic Director | 40.0 | 109305 | 0 | 15957 | X | |||
| BETH CORLEY | ||||||||
| DIRECTOR OF COMM & DEVELOPMENT | 40.0 | 139637 | 0 | 14461 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1394125 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 135852 | TotalOtherCompensation |
| Number Individuals GT100 K | 10 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | SEE SCHEDULE O | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Of Contractor | AddressOfContractor |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 9 | NumberOfContractorsGT100K |
| All Other Contributions | 2541380 | AllOtherContributions |
| Noncash Contributions | 60593 | NoncashContributions |
| Total Contributions | 2541380 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION REVENUE | 611600 | 25488619 | 25488619 |
| AUXILIARY SERVICE FEES | 611600 | 707896 | 707896 |
| APPLICATION FEES AND FORFEITED TUITION | 611600 | 225584 | 225584 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 26422099 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 252834 | TotalRevenueColumn |
| Exclusion | $252,834 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 18 | TotalRevenueColumn |
| Exclusion | $18 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2833412 | Securities |
| Other | 0 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2820937 | Securities |
| Other | 162627 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 12475 | Securities |
| Other | -162627 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -150152 | TotalRevenueColumn |
| Exclusion | -$150,152 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 33857 | GrossSalesOfInventory |
| Cost Of Goods Sold | 25201 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8656 | TotalRevenueColumn |
| Exclusion | $8,656 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| OTHER INCOME | 611600 | 85763 | $85,763 | |
| ADVERTISING | 541800 | 3750 | 3750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 89513 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 29164348 | TotalRevenueColumn |
| Related Or Exempt Function Income | 26422099 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 3750 | UnrelatedBusinessRevenue |
| Exclusion | $197,119 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3165807 | Total |
| Program Services | 3165807 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 949034 | Total |
| Program Services | 446046 | ProgramServices |
| Management And General | 474517 | ManagementAndGeneral |
| Fundraising | 28471 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12508643 | Total |
| Program Services | 10942111 | ProgramServices |
| Management And General | 1250937 | ManagementAndGeneral |
| Fundraising | 315595 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 912795 | Total |
| Program Services | 736588 | ProgramServices |
| Management And General | 153477 | ManagementAndGeneral |
| Fundraising | 22730 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1523332 | Total |
| Program Services | 1148227 | ProgramServices |
| Management And General | 339673 | ManagementAndGeneral |
| Fundraising | 35432 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1073304 | Total |
| Program Services | 866112 | ProgramServices |
| Management And General | 180466 | ManagementAndGeneral |
| Fundraising | 26726 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 230938 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 230938 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56130 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 56130 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20769 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 20769 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 779054 | Total |
| Program Services | 521199 | ProgramServices |
| Management And General | 185922 | ManagementAndGeneral |
| Fundraising | 71933 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 172183 | Total |
| Program Services | 136708 | ProgramServices |
| Management And General | 31149 | ManagementAndGeneral |
| Fundraising | 4326 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 540521 | Total |
| Program Services | 440333 | ProgramServices |
| Management And General | 96749 | ManagementAndGeneral |
| Fundraising | 3439 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5152 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 5152 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30158 | Total |
| Program Services | 6808 | ProgramServices |
| Management And General | 15821 | ManagementAndGeneral |
| Fundraising | 7529 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1967505 | Total |
| Program Services | 1774821 | ProgramServices |
| Management And General | 166451 | ManagementAndGeneral |
| Fundraising | 26233 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2565679 | Total |
| Program Services | 2441278 | ProgramServices |
| Management And General | 105336 | ManagementAndGeneral |
| Fundraising | 19065 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 241510 | Total |
| Program Services | 199233 | ProgramServices |
| Management And General | 37121 | ManagementAndGeneral |
| Fundraising | 5156 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| SUPPLIES | 1398671 | 1260361 | 105707 | 32603 |
| EQUIPMENT RENT & MAINTENANCE | 225166 | 197002 | 25977 | 2187 |
| PRINTING & PUBLICATIONS | 194310 | 0 | 170789 | 23521 |
| EMPLOYEE TRAINING | 209466 | 194898 | 14568 | 0 |
| OTHER FUNDRAISING COSTS | 129456 | 0 | 0 | 129456 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 281207 | Total |
| Program Services | 56546 | ProgramServices |
| Management And General | 196259 | ManagementAndGeneral |
| Fundraising | 28402 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29180790 | Total |
| Program Services | 24534078 | ProgramServices |
| Management And General | 3863908 | ManagementAndGeneral |
| Fundraising | 782804 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1913145 | BOY |
| EOY | 1435257 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23350713 | BOY |
| EOY | 21364691 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1607888 | BOY |
| EOY | 1279031 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 88264 | BOY |
| EOY | 108168 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29728 | BOY |
| EOY | 14913 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 482938 | BOY |
| EOY | 497356 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 70607645 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 12823167 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56340937 | BOY |
| EOY | 57784478 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3116640 | BOY |
| EOY | 3298677 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4960921 | BOY |
| EOY | 6456908 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 821119 | BOY |
| EOY | 909337 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 92712293 | BOY |
| EOY | 93148816 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3624244 | BOY |
| EOY | 3178891 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10386714 | BOY |
| EOY | 10961192 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39000000 | BOY |
| EOY | 38900000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6342524 | BOY |
| EOY | 8161720 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59353482 | BOY |
| EOY | 61201803 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28624513 | BOY |
| EOY | 27526439 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2300180 | BOY |
| EOY | 1888953 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2434118 | BOY |
| EOY | 2531621 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33358811 | BOY |
| EOY | 31947013 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 92712293 | BOY |
| EOY | 93148816 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | 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) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6748736 | BeginningOfYearBalance |
| Contributions | 2688861 | Contributions |
| Investment Earnings Or Losses | 522521 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 60318 | OtherExpenditures |
| End Of Year Balance | 9899800 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7910688 | BeginningOfYearBalance |
| Contributions | 338800 | Contributions |
| Investment Earnings Or Losses | -1465251 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 35501 | OtherExpenditures |
| End Of Year Balance | 6748736 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.70000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.30000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 9920000 | OtherCostOrOtherBasis |
| Book Value | 9920000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 56009303 | OtherCostOrOtherBasis |
| Depreciation | 10556528 | Depreciation |
| Book Value | 45452775 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3712824 | OtherCostOrOtherBasis |
| Depreciation | 2266638 | Depreciation |
| Book Value | 1446186 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 965517 | OtherCostOrOtherBasis |
| Book Value | 965517 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 57784478 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| COMMINGLED FUNDS | 5771702 | F |
| HEDGE FUNDS | 414888 | F |
| PRIVATE EQUITY FUNDS | 270318 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 6456908 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INTEREST RATE SWAPS | Description |
| Amount | $8,161,720 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 8161720 | TotalOfAmounts |
| Total Revenue | 29164348 | TotalRevenue |
| Total Expenses | 29180790 | TotalExpenses |
| Excess Or Deficit For Year | -16442 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 441125 | NetUnrealizedGLOnInvestments |
| Other | -$1,836,481 | OtherAmount |
| Total Adjustments | -1395356 | TotalAdjustments |
| Excess Or Deficit Per FS | -1411798 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 24629106 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 441125 | NetUnrealizedGainsInvestments |
| Other Revenues | -5001568 | OtherRevenues |
| Revenue Not Rptd F990 | -4560443 | RevenueNotRptdF990 |
| Revenue Subtotal | 29189549 | RevenueSubtotal |
| Other Revenues Not Included | -25201 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -25201 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 29164348 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 26040904 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 46690 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 46690 | ExpensesNotRptdF990 |
| Expenses Subtotal | 25994214 | ExpensesSubtotal |
| Other Expenses Not Included | 3186576 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 3186576 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 29180790 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE D, PART V, LINE 4 | Identifier |
| Explanation | Board-designated endowment funds are used at the discretion of the Board, as may vary from time-to-time. Interest and dividends earned on permanently-restricted funds are used for the purposes stipulated by the donors. Due to the relatively small size of its endowment, the school has not enacted a policy of spending principal or principal appreciation of the funds (absent donor requirements to the contrary). Schedule D, Part X, Line 2 As of July 1, 2009, THE School ADOPTED authoritative guidance related to uncertain tax positions. The adoption of this guidance did not result in an adjustment to the AUDITED financial statements and management believes that the school has no uncertain tax positions. SCHEDULE D, PART XI, LINE 8 CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST $4,204 CHANGE IN VALUE OF INTEREST RATE SWAPS < $1,819,196 > CHANGE IN VALUE OF LONG TERM RECEIVABLES < $21,489> __________________ < $1,836,481 > SCHEDULE D, PART XII, LINE 2D CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST $4,204 CHANGE IN VALUE OF INTEREST RATE SWAPS < $1,819,196 > TUITION FINANCIAL ASSISTANCE < $3,165,807 > CUSTODIAL FEES < $20,769> ___________________ < $5,001,568 > SCHEDULE D, PART XII, LINE 4B COST OF GOODS SOLD < $25,201 > SCHEDULE D, PART XIII, LINE 2D CHANGE IN VALUE OF LONG TERM RECEIVABLES $21,489 COST OF GOODS SOLD $25,201 _____________ $46,690 SCHEDULE D, PART XIII, LINE 4B TUITION FINANCIAL ASSISTANCE $3,165,807 CUSTODIAL FEES $20,769 ______________ $3,186,576 | Explanation |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Pub Via Broadcast Media Expln | NOTICE OF NONDISCRIMINATORY POLICY WAS ADVERTISED IN THE SAN DIEGO UNION TRIBUNE ON MARCH 12, 2010. | PubViaBroadcastMediaExpln |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | false | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | STUDENT FINANCIAL ASSISTANCE | TypeOfGrant |
| Number Of Recipients | 224 | NumberOfRecipients |
| Amount Of Cash Grant | 3165807 | AmountOfCashGrant |
| Method Of Valuation | FMV | MethodOfValuation |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE I, PART I, LINE 2 | Identifier |
| Explanation | THE Financial Assistance Committee meets at least ANNUALLY to review the applicAtions for FINANCIAL assistance. QUALIFYING STUDENTS ARE GRANTED FUNDS ON A NEEDS BASIS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Christopher Schuck | |||||||||||||
| 222500 | 0 | 0 | 0 | 160114 | 0 | 2016 | 0 | 7759 | 0 | 392389 | 0 | 0 | 0 |
| Bruce Nelson | |||||||||||||
| 186564 | 0 | 0 | 0 | 0 | 0 | 13992 | 0 | 7759 | 0 | 208315 | 0 | 0 | 0 |
| Mark Marcus | |||||||||||||
| 191157 | 0 | 0 | 0 | 4387 | 0 | 14337 | 0 | 7759 | 0 | 217640 | 0 | 0 | 0 |
| Sarah Bakhiet | |||||||||||||
| 141954 | 0 | 0 | 0 | 0 | 0 | 10647 | 0 | 7759 | 0 | 160360 | 0 | 0 | 0 |
| BETH CORLEY | |||||||||||||
| 86164 | 0 | 0 | 0 | 53473 | 0 | 6702 | 0 | 7759 | 0 | 154098 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE J, PART I, LINE 1A | Identifier |
| Explanation | As part of the Head of School's employment contract, the school provided him with a residence for personal use, including the coverage of related costs such as utilities and maid services. The school also provided the Head of School with a gross-up payment for the personal tax consequences of the residential benefits. All of this is included in the Head of School's reported W-2 compensation. | 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 |
|---|---|---|---|---|---|---|
| ABAG Finance Authority Construction Bond | ||||||
| 943130123 | 00037CJA9 | 2006-06-29 | 20000000 | Construction | false | false |
| ABAG Finance Authority Construction Bond | ||||||
| 943130123 | 00037CLR9 | 2007-07-12 | 20000000 | Construction | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Total ProceedsTotalProceeds | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Amount UnspentAmountUnspent |
|---|---|---|---|---|---|---|---|---|
| 20000000 | 347170 | 19652830 | 2007 | false | false | true | true | |
| 20000000 | 226830 | 18013877 | 2010 | false | false | false | true | 1759293 |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|---|
| false | false | false | false | true | 0.00000 | 0.00000 | 0.00000 | true |
| false | false | false | false | true | 0.00000 | 0.00000 | 0.00000 | true |
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 |
|---|---|---|---|---|---|
| true | true | false | false | false | true |
| false | true | false | false | true | false |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Interested Person | DISCLOSURE NOT REQUIRED | NameOfInterestedPerson |
| Relationship With Organization | DISCLOSURE NOT REQUIRED | RelationshipWithOrganization |
| Amount Of Grant | 18000 | AmountOfGrant |
| Type Of Assistance | NEED-BASED | TypeOfAssistance |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 6 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 60593 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE M, PART I, LINE 32A | Identifier |
| Explanation | THE ORGANIZATION USES ITS INVESTMENT BROKERS, FIRST REPUBLIC SECURITIES, TO PROCESS AND SELL CONTRIBUTED STOCKS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FORM 990, PART VI, SECTION A, LINE 2 | Identifier |
| Explanation | VICE PRESIDENT OF TRUSTEES BETH DAVIDSON, HAS A FAMILY RELATIONSHIP WITH BOARD MEMBER JOHN MULCAHY. FORM 990, PART VI, SECTION B, LINE 11A The school's Form 990 is prepared by an outside accounting firm based upon information provided by the school. The full copy is reviewed by internal management of the school for accuracy and completeness. The Audit Committee then reviews the full Form 990. As the last step in the review process, an electronic public disclosure copy of the Form 990 is made available for viewing to each voting member of the school's governing body via a password-protected web site before it is filed with the IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY HAVING AN Annual written representation by all affected individuals who are instructed to notify the school of any subsequent changes. FORM 990, PART VI, SECTION B, LINES 15A AND B The process for determining compensation of the school's Head of School and other key employees involves the 1) identification of key employees, 2) review and approval by a subcommittee of the governing body and the Board of Trustees, 3) use of data as to comparable compensation for similarly qualified persons in functionally comparable positions at similarly situated organizations, and 4) contemporaneous documentation and recordkeeping with respect to deliberations and decisions regarding the compensation arrangement. FORM 990, PART VI, SECTION C, LINE 19 NO DOCUMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART VII, SECTION B, LINE 1 NAME: BILBRO CONSTRUCTION COMPANY, INC. ADDRESS: 8954 RIO SAN DIEGO DRIVE, SUITE 102, SAN DIEGO, CA 92108 DESCRIPTION OF SERVICES: CONSTRUCTION SERVICES AMOUNT OF COMPENSATION: $3,086,653 Form 990, Part VII, Section B, Line 1 Continued NAME: BYROM-DAVEY, INC. ADDRESS: 13220 EVENING CREEK SOUTH #103, SAN DIEGO, CA 92128 DESCRIPTION OF SERVICES: architectural SERVICES AMOUNT OF COMPENSATION: $801,036 NAME: MCKOWSKI'S MAINTENANCE SYSTEMS ADDRESS: 12125 PAINE STREET, POWAY, CA 92067 DESCRIPTION OF SERVICES: JANITORIAL AND MAINTENANCE SERVICES AMOUNT OF COMPENSATION: $269,397 NAME: NATURALISTS AT LARGE ADDRESS: P.O. BOX 3517, VENTURA, CA 93006 DESCRIPTION OF SERVICES: OUTDOOR EDUCATION SERVICES AMOUNT OF COMPENSATION: $186,375 NAME: WALT CONWELL ARCHITECTS ADDRESS: 1550 HOTEL CIRCLE NORTH SUITE 140 DESCRIPTION OF SERVICES: ARCHITECTURAL SERVICES AMOUNT OF COMPENSATION: $169,670 FORM 990, SCHEDULE K The bonds LISTED ON SCHEDULE K were refunded and redeemed on OCTOBER 14, 2010. | Explanation |
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