VIEWPOINT EDUCATIONAL FOUNDATION: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- VIEWPOINT EDUCATIONAL FOUNDATION (EIN 95-2242261)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-03-30
- IRS object ID
- 201120899349300402
- 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 G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-03-30T11:23:57-05:00 | 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 | STANISLAWSKI & HARRISON CPAS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 N LAKE AVE SUITE 900 | AddressLine1 |
| City | PASADENA | City |
| State | CA | State |
| ZIP Code | 91101 | 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 | 952242261 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VIEWPOINT EDUCATIONAL FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | VIEW | NameControl |
| Phone | 8183402901 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23620 MULHOLLAND HWY | AddressLine1 |
| City | CALABASAS | City |
| State | CA | State |
| ZIP Code | 91302 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHAD TEW | Name |
| Title | Chief financial officer | Title |
| Phone | 8183402901 | Phone |
| Date Signed | 2011-03-21 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Alan Harrison | Name |
| Phone | 6267933600 | Phone |
| Date Prepared | 2011-03-04 | DatePrepared |
| 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 | chad tew | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23620 MULHOLLAND HWY | AddressLine1 |
| City | CALABASAS | City |
| State | CA | State |
| ZIP Code | 91302 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 44416846 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | http://www.viewpoint.org/ | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1961 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | SEE PAGE 2, PART III | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 28 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 28 | NbrIndependentVotingMembers |
| Total Nbr Employees | 396 | TotalNbrEmployees |
| Total Nbr Volunteers | 60 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1888016 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4236436 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 30452056 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 32259153 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 557865 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1242270 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1063784 | OtherRevenuePriorYear |
| Other Revenue Current Year | 801372 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 33961721 | TotalRevenuePriorYear |
| Total Revenue Current Year | 38539231 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1970787 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2500298 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 20460729 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 21265598 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 997418 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 10702169 | OtherExpensePriorYear |
| Other Expenses Current Year | 11195041 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 33133685 | TotalExpensesPriorYear |
| Total Expenses Current Year | 34960937 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 828036 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 3578294 | RevenuesLessExpensesCY |
| Total Assets BOY | 77655455 | TotalAssetsBOY |
| Total Assets EOY | 79434110 | TotalAssetsEOY |
| Total Liabilities BOY | 49914077 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 48447184 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 27741378 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 30986926 | NetAssetsOrFundBalancesEOY |
| Mission Description | VIEWPOINT SCHOOL, AN INDEPENDENT, COEDUCATIONAL SCHOOL WITH GRADES FROM KINDERGARTEN THROUGH TWELVE, OFFERS ITS STUDENTS A RIGOROUS COLLEGE PREPARATORY EDUCATION IN A NURTURING ENVIRONMENT. AN INTEGRAL PART OF THE EDUCATIONAL PROCESS AT VIEWPOINT (CONTINUED ON SCHEDULE O) IS THE DEVELOPMENT OF A LOVE OF LEARNING AND OF THOSE QUALITIES WHICH PROVIDE STRENGTH AND DIRECTION FOR A LIFETIME. VIEWPOINT RECOGNIZES THE UNIQUENESS OF EACH CHILD AND IS COMMITTED TO THE IDENTIFICATION, PRESERVATION, AND DEVELOPMENT OF THAT INDIVIDUALITY. VIEWPOINT SCHOOL TEACHES WITH RESPECT THE WISDOM AND TRADITIONS OF THE WORLD'S CULTURES AND FAITHS. THE SCHOOL'S PHILOSOPHY IS BASED UPON THE LOVE OF GOD AND COUNTRY, AND IS INSPIRED BY THE JUDEO-CHRISTIAN VALUES UPON WHICH OUR NATION WAS FOUNDED.SEE FORM 990, PART I, LINE 1 AND SCHEDULE O FOR EXPLANATION. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 28615088 | Expense |
| Grants | 2500298 | Grants |
| Revenue | 33111945 | Revenue |
| Description | THE FOUNDATION IS AN INDEPENDENT, COEDUCATIONAL SCHOOL WITH AN ENROLLMENT OF 1,194, PROVIDING EDUCATIONAL SERVICES AT ELEMENTARY AND SECONDARY SCHOOL LEVELS. | Description |
| Total Program Service Expense | 28615088 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 1 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | 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 | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 45 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 396 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| 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 | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LISSA SHOLTY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8185916671 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23620 MULHOLLAND HWY | AddressLine1 |
| City | calabasas | City |
| State | CA | State |
| ZIP Code | 91302 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (38 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| ROBERT FLOURNEY | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| JENNIFER FARROW | ||||||||
| VICE CHAIR | 1.00 | X | 0 | 0 | 0 | |||
| ROGER CLARK | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| STEVEN CARLSON | ||||||||
| trustee | 1.00 | X | 0 | 0 | 0 | |||
| DAVID FRANZ | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| GINGER DETTERMAN | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| TIMOTHY GECKLE | ||||||||
| CHAIR | 1.00 | X | 0 | 0 | 0 | |||
| WILLIAM MALCOLM | ||||||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 | |||
| KEITH ZIMMET | ||||||||
| TRustee | 1.00 | X | 0 | 0 | 0 | |||
| KRAIG KITCHIN | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| JULIE STAV | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| MEGHAN HANDY | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| KATHRYN MOSELEY | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| KIRSTEN TELLEZ | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| DIRK GATES | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| KEVIN SLATTERY | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| MICHAEL KELLY | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| MARK BEISSWANGER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| CHRISTINA DERONDE | ||||||||
| TRUstee | 1.00 | X | 0 | 0 | 0 | |||
| HAL HERMELEE | ||||||||
| TRUstee | 1.00 | X | 0 | 0 | 0 | |||
| JERRY PAUL | ||||||||
| TRUstee | 1.00 | X | 0 | 0 | 0 | |||
| MARK SCHULTZ | ||||||||
| TRUstee | 1.00 | X | 0 | 0 | 0 | |||
| HALE BEHZADI | ||||||||
| TRUSTee | 1.00 | X | 0 | 0 | 0 | |||
| THOMAS BOONE | ||||||||
| TRUSTee | 1.00 | X | 0 | 0 | 0 | |||
| JOE CARIERI | ||||||||
| TRUstee | 1.00 | X | 0 | 0 | 0 | |||
| SETH CASDEN | ||||||||
| TRUSTee | 1.00 | X | 0 | 0 | 0 | |||
| SEE CONTINUATION ON | ||||||||
| SCHEDULE J-2) | 1.00 | X | 0 | 0 | 0 | |||
| MICHAEL MURPHY | ||||||||
| TRUSTee | 1.00 | X | 0 | 0 | 0 | |||
| JOHN NADOLENCO | ||||||||
| TRUSTee | 1.00 | X | 0 | 0 | 0 | |||
| ROBERT DWORKOSKI | ||||||||
| HEADMASTER | 40.00 | 520905 | 0 | 28503 | X | |||
| DWORKOSKI-DEFERRED COMP | ||||||||
| headmASTER | 40.00 | 530759 | 0 | 0 | X | |||
| CHAD TEW | ||||||||
| TREASURER AND CFO | 40.00 | 224277 | 0 | 61099 | X | |||
| PAUL ROSENBAUM | ||||||||
| COO | 40.00 | 280566 | 0 | 23406 | X | |||
| AMY MAENTZ | ||||||||
| CHIEF ADVANCEMENT OFFICE | 40.00 | 168625 | 0 | 7381 | X | |||
| KRISTIN DWORKOSKI | ||||||||
| DIR OF FINANCIAL AID | 40.00 | 135697 | 0 | 6779 | X | |||
| ALAN HOWIE | ||||||||
| HEAD OF UPPER SCHOOL | 40.00 | 135992 | 0 | 10276 | X | |||
| RHODY DAVIS | ||||||||
| HEAD OF COLLEGE COUNSELI | 40.00 | 127787 | 0 | 10742 | X | |||
| VICTOR PESIRI | ||||||||
| DIRECTOR OF FACILITIES | 40.00 | 132351 | 0 | 10085 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2256959 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 158271 | TotalOtherCompensation |
| Number Individuals GT100 K | 20 | 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 |
|---|---|---|---|---|---|
| DEL AMO CONSTRUCTION INC | |||||
| 23840 MADISON ST | TORRANCE | CA | 90505 | CONSTRUCTION | 1765290 |
| JEFFREY M KALBAN & ASSOCIATES | |||||
| 10585 SANTA MONICA BLVD 160 | LOS ANGELES | CA | 90024 | ARCHITECTURE | 981321 |
| HMH CONSTRUCTION | |||||
| 330A WOOD ROAD | CAMARILLO | CA | 93010 | CONSTRUCTION | 635115 |
| TUMBLEWEED TRANSPORTATION | |||||
| po box 49291 | LOS ANGELES | CA | 90049 | TRANSPORTATION | 451435 |
| RITA'S CATERING | |||||
| 775 VIA COLINAS | WESTLAKE VILLAGE | CA | 91362 | FOOD SERVICE | 200984 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 10 | NumberOfContractorsGT100K |
| Fundraising Events | 54353 | FundraisingEvents |
| All Other Contributions | 4182083 | AllOtherContributions |
| Noncash Contributions | 134230 | NoncashContributions |
| Total Contributions | 4236436 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 611600 | 30457648 | 30457648 |
| AUXILIARY SERVICES | 611710 | 1801505 | 1801505 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 32259153 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 389478 | TotalRevenueColumn |
| Exclusion | $389,478 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6444144 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5591352 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 852792 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 852792 | TotalRevenueColumn |
| Related Or Exempt Function Income | 852792 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 583010 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 54353 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 286263 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 296747 | TotalRevenueColumn |
| Exclusion | $296,747 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FIELD TRIPS & ACTIVITI | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 504625 | TotalRevenueColumn |
| Exclusion | $504,625 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 504625 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 38539231 | TotalRevenueColumn |
| Related Or Exempt Function Income | 33111945 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,190,850 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2500298 | Total |
| Program Services | 2500298 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1181509 | Total |
| Program Services | 771857 | ProgramServices |
| Management And General | 409652 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17052229 | Total |
| Program Services | 14421718 | ProgramServices |
| Management And General | 1956007 | ManagementAndGeneral |
| Fundraising | 674504 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 579759 | Total |
| Program Services | 513375 | ProgramServices |
| Management And General | 50257 | ManagementAndGeneral |
| Fundraising | 16127 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1137742 | Total |
| Program Services | 989765 | ProgramServices |
| Management And General | 115708 | ManagementAndGeneral |
| Fundraising | 32269 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1314359 | Total |
| Program Services | 1052208 | ProgramServices |
| Management And General | 213724 | ManagementAndGeneral |
| Fundraising | 48427 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61770 | Total |
| Management And General | 61770 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31325 | Total |
| Management And General | 31325 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 492595 | Total |
| Program Services | 346911 | ProgramServices |
| Management And General | 145684 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 201756 | Total |
| Program Services | 93703 | ProgramServices |
| Management And General | 108053 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 306050 | Total |
| Program Services | 51914 | ProgramServices |
| Management And General | 254136 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 332523 | Total |
| Program Services | 149703 | ProgramServices |
| Management And General | 182820 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 431272 | Total |
| Program Services | 431272 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 191116 | Total |
| Program Services | 110740 | ProgramServices |
| Management And General | 80376 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1195709 | Total |
| Management And General | 1195709 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3143082 | Total |
| Program Services | 3048790 | ProgramServices |
| Management And General | 94292 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 295815 | Total |
| Management And General | 295815 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| STUDENT ACTIVITIES EXPE | 1425567 | 1425567 | ||
| PLANT OPERATIONS & UTIL | 1171690 | 1136539 | 35151 | |
| OTHER INSTRUCTIONAL EXP | 896623 | 865795 | 30828 | |
| STUDENT AUXILIARY SERVI | 704933 | 704933 | ||
| (DEVELOPMENT) FUNDRAISI | 226091 | 226091 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 87124 | Total |
| Management And General | 87124 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34960937 | Total |
| Program Services | 28615088 | ProgramServices |
| Management And General | 5348431 | ManagementAndGeneral |
| Fundraising | 997418 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2652471 | BOY |
| EOY | 1293218 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29456857 | BOY |
| EOY | 23048813 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 547108 | BOY |
| EOY | 1958470 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 82174 | BOY |
| EOY | 114290 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 190714 | BOY |
| EOY | 180248 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 49150671 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 14073525 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28571045 | BOY |
| EOY | 35077146 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 8456897 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6932876 | BOY |
| EOY | 2183015 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9222210 | BOY |
| EOY | 7122013 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 77655455 | BOY |
| EOY | 79434110 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3545447 | BOY |
| EOY | 4224491 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11560498 | BOY |
| EOY | 10049436 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34533112 | BOY |
| EOY | 33822052 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 275020 | BOY |
| EOY | 351205 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49914077 | BOY |
| EOY | 48447184 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24710460 | BOY |
| EOY | 26466053 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 709611 | BOY |
| EOY | 1639988 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2321307 | BOY |
| EOY | 2880885 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27741378 | BOY |
| EOY | 30986926 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 77655455 | BOY |
| EOY | 79434110 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 5260565 | BeginningOfYearBalance |
| Contributions | 856515 | Contributions |
| Investment Earnings Or Losses | 488053 | InvestmentEarningsOrLosses |
| Other Expenditures | 23351 | OtherExpenditures |
| End Of Year Balance | 6581782 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5857198 | BeginningOfYearBalance |
| Contributions | 334761 | Contributions |
| Investment Earnings Or Losses | -871317 | InvestmentEarningsOrLosses |
| Other Expenditures | 60077 | OtherExpenditures |
| End Of Year Balance | 5260565 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.55200 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.00900 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.43700 | 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 | 5414067 | OtherCostOrOtherBasis |
| Book Value | 5414067 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 38491470 | OtherCostOrOtherBasis |
| Depreciation | 10809301 | Depreciation |
| Book Value | 27682169 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4885646 | OtherCostOrOtherBasis |
| Depreciation | 2961036 | Depreciation |
| Book Value | 1924610 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 359488 | OtherCostOrOtherBasis |
| Depreciation | 303188 | Depreciation |
| Book Value | 56300 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 35077146 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| CONSTRUCTION IN PROGRESS | 5997941 |
| BOND ORIGINATION COSTS, NET | 888679 |
| DEFERRED COMPENSATION ASSETS | 235393 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 7122013 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| UNAMORTIZED BOND PREMIUM | $115,812 |
| DEFERRED COMPENSATION LIABILITY | $235,393 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 351205 | TotalOfAmounts |
| Total Revenue | 38539231 | TotalRevenue |
| Total Expenses | 34960937 | TotalExpenses |
| Excess Or Deficit For Year | 3578294 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -332746 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -332746 | TotalAdjustments |
| Excess Or Deficit Per FS | 3245548 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 35992450 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -332746 | NetUnrealizedGainsInvestments |
| Other Revenues | 286263 | OtherRevenues |
| Revenue Not Rptd F990 | -46483 | RevenueNotRptdF990 |
| Revenue Subtotal | 36038933 | RevenueSubtotal |
| Other Revenues Not Included | 2500298 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 2500298 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 38539231 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 32746902 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 286263 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 286263 | ExpensesNotRptdF990 |
| Expenses Subtotal | 32460639 | ExpensesSubtotal |
| Other Expenses Not Included | 2500298 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 2500298 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 34960937 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | PART XII, LINE 2D AND PART XIII, LINE 2D REPRESENT FUNDRAISING AND SPECIAL EVENT EXPENSES PART XII, LINE 4B AND PART XIII, LINE 4B REPRESENT FINANCIAL AID | Explanation |
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 |
| Pub Via Broadcast Media Expln | THE SCHOOL PUBLISHED ITS RACIALLY NONDISCRIMINATORY POLICY IN the L.A. TIMES EDUCATION SUPPLEMENT AND IN THE L.A. DAILY NEWS. The nondiscriminatory policy is also on the school's applications and handbook. | PubViaBroadcastMediaExpln |
| 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 |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | BENEFIT DANCE | NameOfEvent1 |
| Gross Receipts Event1 | 500955 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 54353 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 446602 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 67788 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 90199 | OtherDirectExpensesEvent1 |
| Name Of Event2 | PARENT ASSOCIATION | NameOfEvent2 |
| Gross Receipts Event2 | 49300 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 49300 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 53852 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 4 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 28159 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 28159 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 12587 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 578414 | GrossReceiptsTotal |
| Charitable Contributions Total | 54353 | CharitableContributionsTotal |
| Gross Revenue Total Events | 524061 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 67788 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 156638 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 224426 | DirectExpenseSummaryEvents |
| Net Income Summary | 299635 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | FINANCIAL AID | TypeOfGrant |
| Number Of Recipients | 197 | NumberOfRecipients |
| Amount Of Cash Grant | 2500298 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: The School's financial aid program is a need-based program as evaluated by the FINANCIAL AID DEPARTMENT AND INDEPENDENT SCHOOL MANAGEMENT'S SYSTEM, FINANCIAL AID FOR SCHOOL TUITION ("FAST"). The Financial Aid Committee at the School reviews this evaluation and makes financial aid awards based on the level of need and the available financial aid funds. The Committee considers total income, assets, number of dependents, provisions for retirement, and extraordinary expenses in assessing a family's ability to pay educational expenses. While the Committee usually tries to meet 100% of the need as determined by "FAST," it does expect that every family contribute to the child's tuition and school expenses in some way. The School also assists families receiving financial aid by providing them used books for a discounted price and discounts on optional FIELD trips AND ACTIVITIES. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Discretionary Spending Account | X | DiscretionarySpendingAccount |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT DWORKOSKI | |||||||||||||
| 410543 | 0 | 0 | 0 | 110362 | 0 | 12250 | 0 | 16253 | 0 | 549408 | 0 | 0 | 0 |
| DWORKOSKI-DEFERRED COMP | |||||||||||||
| 0 | 0 | 0 | 0 | 530759 | 0 | 0 | 0 | 0 | 0 | 530759 | 0 | 530759 | 0 |
| CHAD TEW | |||||||||||||
| 185554 | 0 | 0 | 0 | 38723 | 0 | 9278 | 0 | 51821 | 0 | 285376 | 0 | 0 | 0 |
| PAUL ROSENBAUM | |||||||||||||
| 208083 | 0 | 0 | 0 | 72483 | 0 | 10404 | 0 | 13002 | 0 | 303972 | 0 | 0 | 0 |
| AMY MAENTZ | |||||||||||||
| 147625 | 0 | 10000 | 0 | 11000 | 0 | 7381 | 0 | 0 | 0 | 176006 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | Part I, Line 4a | ReturnReference |
| Explanation | THE SCHOOL TERMINATED THE 457(f) PLAN AND DISTRIBUTED $530,759 TO Robert Dworkoski IN JANUARY 2009. Paul Rosenbaum, Chad Tew and Amy Maentz participate in a 457(b) plan - plan provides a $2 School participation for every $1 contributed by employee up to the maximum annual dollar limit under Sec 457(b) | 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 |
|---|---|---|---|---|---|---|
| CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY | ||||||
| 521598225 | NONEAVAIL | 2008-08-28 | 20000000 | CAPITAL IMPROVEMENTS | 0 | 0 |
| CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY | ||||||
| 521598225 | 130911VP2 | 2004-01-08 | 16000000 | capitAL IMPROVEMENTS | 1 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Total ProceedsTotalProceeds | Amount UnspentAmountUnspent | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Amount In Reserve FundAmountInReserveFund | Amount DefeasedAmountDefeased |
|---|---|---|---|---|---|---|---|---|---|---|
| 20000000 | 8362346 | 128100 | 11509554 | 2011 | 0 | 0 | 0 | 1 | ||
| 16000000 | 349000 | 8816497 | 2005 | 1 | 0 | 1 | 1 | 1073363 | 5761140 |
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 |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 1 |
| 0 | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 1 |
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 |
|---|---|---|---|---|---|
| 1 | 0 | 0 | 0 | 0 | 1 |
| 1 | 0 | 0 | 0 | 0 | 1 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Interested Person | FIN AID TO 1 INT PERSON | NameOfInterestedPerson |
| Relationship With Organization | OFFICER | RelationshipWithOrganization |
| Type Of Assistance | FIN AID ASSISTANCE TO 2 STUDENTS Amount $ 26850. | TypeOfAssistance |
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| LAUREL BAKER TEW | |||
| SPOUSE OF AN OFFICER | 123708 | COMPENSATION | 0 |
| KRIS DWORKOSKI | |||
| SPOUSE OF AN OFFICER | 135697 | COMPENSATION | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 6 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 134230 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV ON DATE OF GIFT | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Third Party Use: | Identifier |
| Return Reference | Part I, Line 32b: | ReturnReference |
| Explanation | Smith Barney Investments receives and immediately sells any marketable security donation. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section B, line 11 | The draft 990 was circulated and reviewed in A Trustee meeting and posted on the Trustee secure web page. |
| Form 990, Part VI, Section B, line 12c | Trustees and Officers review and sign an Annual Code of Understanding, WHICH INCLUDES A CONFLICT OF INTEREST DISCLOSURE SECTION. |
| Form 990, Part VI, Section B, line 15 | The Trustee Executive Committee reviews executive compensation and engages outside consultants for "safe harbor" and benchmarking analysis. |
| Form 990, Part VI, Section C, line 19 | UPON REQUEST. |
| FORM 990, PART XI, LINE 2C | THE FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT AUDITOR. |
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