POLYTECHNIC SCHOOL: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- POLYTECHNIC SCHOOL (EIN 95-1641456)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-04-28
- IRS object ID
- 202631189349300943
- Schema version
- 2024v5.5
- 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 C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-28T11:01:45-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 VIA PIEMONTE SUITE 300 | AddressLine1Txt |
| City | ONTARIO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91764 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951641456 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POLYTECHNIC SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | POLY | BusinessNameControlTxt |
| Phone | 6263966300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1030 E CALIFORNIA BLVD | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91106 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEITH HUYSSON | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6263966351 | PhoneNum |
| Signature | 2026-04-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DERRICK DEBRUYNE | PreparerPersonNm |
| PTIN | P00591016 | PTIN |
| Phone | 9099857286 | PhoneNum |
| Preparation | 2026-04-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN BRACKER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1030 E CALIFORNIA BLVD | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $92,912,037 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.POLYTECHNIC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1907 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | POLYTECHNIC IS AN INDEPENDENT, COEDUCATIONAL, DAY SCHOOL FOR APPROXIMATELY 884 STUDENTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 616 | TotalEmployeeCnt |
| Total Volunteers | 150 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,354,676 | PYContributionsGrantsAmt |
| CY Contributions Grants | $15,119,825 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $38,673,540 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $41,851,632 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,613,315 | PYInvestmentIncomeAmt |
| CY Investment Income | $8,342,588 | CYInvestmentIncomeAmt |
| PY Other Revenue | $501,481 | PYOtherRevenueAmt |
| CY Other Revenue | $432,583 | CYOtherRevenueAmt |
| PY Total Revenue | $56,143,012 | PYTotalRevenueAmt |
| CY Total Revenue | $65,746,628 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $6,428,110 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,840,804 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $31,870,161 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $33,395,858 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,364,437 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $13,953,709 | PYOtherExpensesAmt |
| CY Other Expenses | $15,892,708 | CYOtherExpensesAmt |
| PY Total Expenses | $52,251,980 | PYTotalExpensesAmt |
| CY Total Expenses | $56,129,370 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,891,032 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $9,617,258 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $188,549,843 | TotalAssetsBOYAmt |
| Total Assets EOY | $202,758,946 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $9,430,269 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,171,903 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $179,119,574 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $193,587,043 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF POLYTECHNIC SCHOOL IS TO DEVELOP THE UNIQUE INTELLECT, TALENTS, AND CHARACTER OF EACH STUDENT IN A COMMUNITY DEDICATED TO ACADEMIC EXCELLENCE, PERSONAL RESPONSIBILITY, AND SERVICE TO OTHERS. THE SCHOOL ENVISIONS A COMMUNITY OF STUDENTS, INSPIRED BY TRANSFORMATIVE TEACHING, WHO WILL CONTRIBUTE PROFOUNDLY TO THE WORLD AS INTELLECTUAL LEADERS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $44,800,373 | ExpenseAmt |
| Grant | $6,840,804 | GrantAmt |
| Revenue | $41,851,632 | RevenueAmt |
| Desc | POLYTECHNIC SCHOOL IS AN INDEPENDENT, COEDUCATIONAL DAY SCHOOL FOR APPROXIMATELY 884 STUDENTS IN KINDERGARTEN THROUGH GRADE TWELVE. THE SCHOOL WAS ESTABLISHED IN 1907 AND IS LOCATED ON A 15 ACRE CAMPUS IN PASADENA, CALIFORNIA. THE SCHOOL OFFERS A STRONG ACADEMIC PROGRAM, ACTIVITIES BEYOND THE CLASSROOM INCLUDING ATHLETICS, OUTDOOR EDUCATION, COMMUNITY SERVICE, AND THE VISUAL AND PERFORMING ARTS. THE SCHOOL STRIVES TO REFLECT THE CULTURAL, ETHNIC AND ECONOMIC DIVERSITY PRESENT IN THE PASADENA AND SAN GABRIEL VALLEY AREA. THE SCHOOL OFFERS SMALL CLASSES WHICH ENCOURAGE DEEP STUDENT-FACULTY INTERACTION, FACILITIES THAT ENHANCE THE ABILITY OF THE FACULTY TO TEACH, AND OPPORTUNITIES FOR FACULTY DEVELOPMENT. | Desc |
| Total Program Service Expenses | $44,800,373 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 123 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 616 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEITH HUYSSOON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6263966300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1030 E CALIFORNIA BLVD | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91106 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| JOHN BRACKER | ||||||||
| HEAD OF SCHOOL | 60.00 | 5.00 | Yes (X) | $989,379 | $0 | $206,347 | ||
| KEITH HUYSSOON | ||||||||
| CFO | 50.00 | 0.00 | Yes (X) | $302,394 | $0 | $54,119 | ||
| LISA WU | ||||||||
| ASSISTANT HEAD OF SCHOOL, ENROLLMENT AND STRATEGIC | 50.00 | 0.00 | $264,815 | $0 | $35,031 | Yes (X) | ||
| MEREDITH ROBBINS | ||||||||
| CHIEF ADVANCEMENT OFFICER | 50.00 | 0.00 | $228,902 | $0 | $28,642 | Yes (X) | ||
| JOHNATHAN FAY | ||||||||
| DIRECTOR OF POLYSUMMER AND EXTENDED DAY PROGRAMS | 50.00 | 0.00 | $222,038 | $0 | $37,098 | Yes (X) | ||
| JOSE MELGOZA | ||||||||
| UPPER SCHOOL DIRECTOR | 50.00 | 0.00 | $202,026 | $0 | $29,795 | Yes (X) | ||
| PAULA MARTIN | ||||||||
| LOW SCHOOL DIRECTOR ADVISOR | 50.00 | 0.00 | $198,959 | $0 | $27,021 | Yes (X) | ||
| ALEXANDER HUDNUT | ||||||||
| BOARD CHAIR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| EZRA CALLAHAN | ||||||||
| VICE CHAIR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SONIA SINGLA | ||||||||
| VICE CHAIR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MOHSIN ANSARI | ||||||||
| TREASURER | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ROSALINA CARDENAS | ||||||||
| SECRETARY | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| KOKO ARCHIBONG | ||||||||
| TRUSTEE | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| KWAME BRATHWAITE | ||||||||
| TRUSTEE | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| KRISTIN CEVA | ||||||||
| TRUSTEE | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| HENRY CHOI | ||||||||
| AT LARGE MEMBER | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| ANNIE DENG | ||||||||
| TRUSTEE | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| JAMES FRANKE | ||||||||
| TRUSTEE | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| MARK HOLDSWORTH | ||||||||
| TRUSTEE | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| MING HSIEH | ||||||||
| TRUSTEE | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| JEFFREY KELTNER | ||||||||
| TRUSTEE | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| ROBERTO LONGORIA | ||||||||
| TRUSTEE | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| LORI MACPHERSON | ||||||||
| TRUSTEE | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| DENISE NELSON NASH | ||||||||
| AT LARGE MEMBER | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| MARICRUZ PRADO | ||||||||
| TRUSTEE | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| CAROL POMERANTZ | ||||||||
| TRUSTEE | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| PETER RICE | ||||||||
| TRUSTEE | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| JETHRO ROTHE-KUSHEL | ||||||||
| TRUSTEE | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| AMBER TYSON | ||||||||
| TRUSTEE | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| COURTENAY VALENTI | ||||||||
| TRUSTEE | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,408,513 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $418,053 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 93 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GIBSON DUNN & CRUTCHER LLP | |||||
| PO BOX 840723 | LOS ANGELES | CA | 90084 | LAW FIRM/ADVISING FIRM | $447,330 |
| MONTGOMERY CLARK ADVISORS | |||||
| 1990 S BUNDY DRIVE STE 850 | LOS ANGELES | CA | 90025 | STRATEGIC LAND CONSULTING SERVICE | $215,000 |
| TOM MCGRAIL ROOFING | |||||
| 8729 BEECHWOOD DRIVE | ALTA LOMA | CA | 91701 | MAINTENANCE | $197,300 |
| GRUEN ASSOCIATES | |||||
| 6330 SAN VICENTE | LOS ANGELES | CA | 90048 | PLANNING INTERIORS LANDSCAPE | $139,622 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $79,972 | FundraisingAmt |
| All Other Contributions | $15,039,853 | AllOtherContributionsAmt |
| Noncash Contributions | $4,328,973 | NoncashContributionsAmt |
| Total Contributions | $15,119,825 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611710 | $37,953,873 | $37,953,873 |
| SUMMER SCHOOL | 611710 | $3,595,297 | $3,595,297 |
| AFTER SCHOOL PROGRAM | 611710 | $302,462 | $302,462 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $41,851,632 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,159,467 | TotalRevenueColumnAmt |
| Exclusion | $4,159,467 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $269,053 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $169,572 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $99,481 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $99,481 | TotalRevenueColumnAmt |
| Exclusion | $99,481 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $31,086,234 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $26,903,113 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,183,121 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,183,121 | TotalRevenueColumnAmt |
| Exclusion | $4,183,121 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $74,054 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $79,972 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $92,724 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$18,670 | TotalRevenueColumnAmt |
| Exclusion | -$18,670 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| REIMB FROM RELATED ENT | 611710 | $190,187 | $190,187 |
| PANTHER CLUB REVENUE | 611710 | $78,882 | $78,882 |
| OTHER INCOME | 611710 | $74,055 | $74,055 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,648 | TotalRevenueColumnAmt |
| Exclusion | $8,648 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $351,772 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $65,746,628 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $41,851,632 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,775,171 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,840,804 | TotalAmt |
| Program Services | $6,840,804 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,278,752 | TotalAmt |
| Management And General | $1,278,752 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,548,784 | TotalAmt |
| Program Services | $21,265,662 | ProgramServicesAmt |
| Management And General | $2,783,063 | ManagementAndGeneralAmt |
| Fundraising | $1,500,059 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,459,792 | TotalAmt |
| Program Services | $1,196,385 | ProgramServicesAmt |
| Management And General | $184,328 | ManagementAndGeneralAmt |
| Fundraising | $79,079 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,202,315 | TotalAmt |
| Program Services | $2,686,583 | ProgramServicesAmt |
| Management And General | $319,342 | ManagementAndGeneralAmt |
| Fundraising | $196,390 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,906,215 | TotalAmt |
| Program Services | $1,569,277 | ProgramServicesAmt |
| Management And General | $231,014 | ManagementAndGeneralAmt |
| Fundraising | $105,924 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $233,685 | TotalAmt |
| Management And General | $233,685 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,899 | TotalAmt |
| Management And General | $103,899 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $327,284 | TotalAmt |
| Management And General | $327,284 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $194,387 | TotalAmt |
| Management And General | $91,295 | ManagementAndGeneralAmt |
| Fundraising | $103,092 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $233,343 | TotalAmt |
| Program Services | $17,016 | ProgramServicesAmt |
| Management And General | $211,497 | ManagementAndGeneralAmt |
| Fundraising | $4,830 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $468,109 | TotalAmt |
| Program Services | $411,937 | ProgramServicesAmt |
| Management And General | $46,811 | ManagementAndGeneralAmt |
| Fundraising | $9,361 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,571,301 | TotalAmt |
| Program Services | $2,262,745 | ProgramServicesAmt |
| Management And General | $257,130 | ManagementAndGeneralAmt |
| Fundraising | $51,426 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,235 | TotalAmt |
| Management And General | $7,235 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,918,927 | TotalAmt |
| Program Services | $2,568,655 | ProgramServicesAmt |
| Management And General | $291,893 | ManagementAndGeneralAmt |
| Fundraising | $58,379 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $681,631 | TotalAmt |
| Program Services | $297,132 | ProgramServicesAmt |
| Management And General | $377,746 | ManagementAndGeneralAmt |
| Fundraising | $6,753 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| RETURNED GIFT DUE TO SU | $2,000,000 | $2,000,000 | |
| OUTDOOR EDUCATION | $653,774 | $653,774 | |
| ATHLETIC DEPARTMENT EXP | $403,678 | $403,678 | |
| RECRUITMENT EXPENSES | $146,303 | $146,303 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,949,152 | TotalAmt |
| Program Services | $2,626,725 | ProgramServicesAmt |
| Management And General | $2,073,283 | ManagementAndGeneralAmt |
| Fundraising | $249,144 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,129,370 | TotalAmt |
| Program Services | $44,800,373 | ProgramServicesAmt |
| Management And General | $8,964,560 | ManagementAndGeneralAmt |
| Fundraising | $2,364,437 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,161,172 | BOYAmt |
| EOY | $5,553,372 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,697,160 | BOYAmt |
| EOY | $8,019,702 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11 | BOYAmt |
| EOY | $520,011 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,090 | BOYAmt |
| EOY | $31,946 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,183,958 | BOYAmt |
| EOY | $1,532,365 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $94,256,843 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $34,850,118 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,886,073 | BOYAmt |
| EOY | $59,406,725 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,540,216 | BOYAmt |
| EOY | $106,692,218 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,076,595 | BOYAmt |
| EOY | $20,080,298 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $953,568 | BOYAmt |
| EOY | $922,309 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $188,549,843 | BOYAmt |
| EOY | $202,758,946 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,811,192 | BOYAmt |
| EOY | $3,379,583 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,227,130 | BOYAmt |
| EOY | $5,470,408 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,415 | BOYAmt |
| EOY | $131,992 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $241,532 | BOYAmt |
| EOY | $189,920 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,430,269 | BOYAmt |
| EOY | $9,171,903 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,096,024 | BOYAmt |
| EOY | $108,716,601 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,023,550 | BOYAmt |
| EOY | $84,870,442 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $179,119,574 | BOYAmt |
| EOY | $193,587,043 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $188,549,843 | BOYAmt |
| EOY | $202,758,946 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $9,617,258 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,829,691 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $20,520 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $176,171 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $176,171 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | LA COUNTY LAND USE ENTITLEMENTS FOR ATHLETIC FIELDS IN ALTADENA. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $110,642,785 | BeginningYearBalanceAmt |
| Contributions | $5,850,381 | ContributionsAmt |
| Investment Earnings Or Losses | $12,014,903 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,950,154 | OtherExpendituresAmt |
| End Year Balance | $124,557,915 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $98,158,256 | BeginningYearBalanceAmt |
| Contributions | $3,388,820 | ContributionsAmt |
| Investment Earnings Or Losses | $12,778,971 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,683,262 | OtherExpendituresAmt |
| End Year Balance | $110,642,785 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $87,295,767 | BeginningYearBalanceAmt |
| Contributions | $4,004,766 | ContributionsAmt |
| Investment Earnings Or Losses | $10,494,887 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,568,084 | OtherExpendituresAmt |
| Administrative Expenses | $69,080 | AdministrativeExpensesAmt |
| End Year Balance | $98,158,256 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $97,025,586 | BeginningYearBalanceAmt |
| Contributions | $4,521,844 | ContributionsAmt |
| Investment Earnings Or Losses | -$10,846,708 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,339,946 | OtherExpendituresAmt |
| Administrative Expenses | $65,009 | AdministrativeExpensesAmt |
| End Year Balance | $87,295,767 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $71,716,339 | BeginningYearBalanceAmt |
| Contributions | $2,722,555 | ContributionsAmt |
| Investment Earnings Or Losses | $26,022,621 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,370,905 | OtherExpendituresAmt |
| Administrative Expenses | $65,024 | AdministrativeExpensesAmt |
| End Year Balance | $97,025,586 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.38030 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.36170 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.25800 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,345,825 | OtherCostOrOtherBasisAmt |
| Book Value | $10,345,825 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $69,971,071 | OtherCostOrOtherBasisAmt |
| Depreciation | $25,784,290 | DepreciationAmt |
| Book Value | $44,186,781 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,185,804 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,023,872 | DepreciationAmt |
| Book Value | $3,161,932 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,754,143 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,041,956 | DepreciationAmt |
| Book Value | $1,712,187 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $59,406,725 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LARGE CAP EQUITY FUND | Desc |
| Book Value | $20,080,298 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $20,080,298 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITY | Desc |
| Amt | $189,920 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $189,920 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $63,691,047 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $4,829,691 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $282,816 | OtherRevenueAmt |
| Revenue Not Reported | $5,112,507 | RevenueNotReportedAmt |
| Revenue Subtotal | $58,578,540 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $327,284 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $6,840,804 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $7,168,088 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $65,746,628 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $47,223,578 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $262,296 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $262,296 | ExpensesNotReportedAmt |
| Expenses Subtotal | $46,961,282 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $327,284 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $8,840,804 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $9,168,088 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $56,129,370 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | CUSTODIAN ACCOUNTS INCLUDE STUDENT AND PARENT ASSOCIATION ACCOUNTS. |
| PART V, LINE 4: | THE SCHOOL'S ENDOWMENT IS COMPRISED OF INDIVIDUAL FUNDS WHICH ARE HELD IN INVESTMENTS FOR THE PURPOSE OF PROVIDING SUPPORT FOR FINANCIAL AID, FACULTY RELATED PROGRAMS AND OTHER SCHOOL PROGRAMS. |
| PART X, LINE 2: | THE SCHOOL HAS BEEN GRANTED TAX-EXEMPT STATUS BY THE INTERNAL REVENUE SERVICE UNDER IRC 501(C)(3), AND THE STATE OF CALIFORNIA. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES PROVIDE ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ORGANIZATION IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THEY ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION OR, IF NOT, THAT THE IMPACTS WOULD NOT BE SIGNIFICANT TO THE SCHOOL'S FINANCIAL CONDITION. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF TRUST 20,520. RENT EXPENSE 169,572. FUNDRAISING EXPENSES 92,724. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 6,840,804. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENT EXPENSE 169,572. FUNDRAISING EXPENSES 92,724. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 6,840,804. RETURNED GIFT DUE TO SUSPENDED PROJECT 2,000,000. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE NON DISCRIMINATORY POLICY IS DISCLOSED ON THE SCHOOL'S WEBSITE. IT IS PRIMARILY PUBLICLY ACCESSIBLE VIA THE INTERNET ON SCHOOL'S HOMEPAGE AT ALL TIMES, IN A MANNER REASONABLY EXPECTED TO BE NOTICED BY VISITORS TO THE HOMEPAGE. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC | 0 | 0 | CONTRIBUTIONS RECEIVED | N/A |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | CONTRIBUTIONS RECEIVED | N/A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $0 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $0 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3: | FormAndLineReferenceDesc |
| Explanation | THE ACCRUAL ACCOUNTING METHOD WAS USED TO ACCOUNT FOR REVENUE AND EXPENDITURES IN PART I. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | FRIDAY NIGHT LIGHTS | Event1Nm |
| Gross Receipts Event1 | $154,026 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $79,972 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $74,054 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $63,391 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $8,064 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $10,663 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $10,606 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $154,026 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $79,972 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $74,054 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $63,391 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $8,064 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $10,663 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $10,606 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $92,724 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$18,670 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FINANCIAL AID | GrantTypeTxt |
| Recipient | 230 | RecipientCnt |
| Cash Grant | $6,840,804 | CashGrantAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FINANCIAL AID AWARDS ARE GRANTED IN FURTHERANCE OF THE SCHOOL'S EXEMPT PROGRAMS AND ARE MADE IN ACCORDANCE WITH PROCEDURES OR SUBJECT TO CONDITIONS ESTABLISHED BY THE SCHOOL'S GOVERNING BOARD. THE FINANCIAL AID AWARDS RECIPIENTS ARE ADEQUATELY INVESTIGATED TO ENSURE THAT THEY ARE QUALIFIED RECIPIENTS. STUDENTS RECEIVING AWARDS ARE JUDGED WORTHY BY THE INSTITUTIONS ASSESSMENT ON THE BASIS OF FINANCIAL NEED, AND OTHER SIMILAR STANDARDS. DETERMINATION OF FINANCIAL AID AWARDS: FINANCIAL AID IS OFFERED TO ADMITTED APPLICANTS OR RETURNING STUDENTS BASED ON FINANCIAL NEED. THE SCHOOL DOES NOT OFFER LOANS OR SCHOLARSHIPS. FAMILIES ARE SENT A PACKET OF INFORMATION AND FORMS UPON REQUEST. FAMILIES ARE ASKED TO COMPLETE A PARENT'S FINANCIAL STATEMENT TO BE SENT TO AN INDEPENDENT ORGANIZATION WHO CALCULATES THE EXPECTED FAMILY CONTRIBUTION BASED ON, AMONG OTHER FACTORS: THE FAMILY'S INCOME, ASSETS AND LIABILITIES, UNUSUAL EXPENSES AND FAMILY SIZE. THE SCHOOL THEN REVIEWS THIS INDEPENDENT CALCULATION TOGETHER WITH THE FAMILY'S LATEST TAX RETURN. EVERY REQUEST IS REVIEWED CAREFULLY, AND A DECISION IS MADE BASED ON ALL AVAILABLE INFORMATION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN BRACKER | ||||||||||||||
| HEAD OF SCHOOL | $628,571 | $0 | $0 | $0 | $360,808 | $0 | $192,700 | $0 | $13,647 | $0 | $1,195,726 | $0 | $142,515 | $0 |
| KEITH HUYSSOON | ||||||||||||||
| CFO | $298,638 | $0 | $0 | $0 | $3,756 | $0 | $30,656 | $0 | $23,463 | $0 | $356,513 | $0 | $0 | $0 |
| LISA WU | ||||||||||||||
| ASSISTANT HEAD OF SCHOOL, ENROLLMENT | $264,207 | $0 | $0 | $0 | $608 | $0 | $16,207 | $0 | $18,824 | $0 | $299,846 | $0 | $0 | $0 |
| MEREDITH ROBBINS | ||||||||||||||
| CHIEF ADVANCEMENT OFFICER | $228,671 | $0 | $0 | $0 | $231 | $0 | $14,561 | $0 | $14,081 | $0 | $257,544 | $0 | $0 | $0 |
| JOHNATHAN FAY | ||||||||||||||
| DIRECTOR OF POLYSUMMER AND EXTENDED | $220,768 | $0 | $0 | $0 | $1,270 | $0 | $23,181 | $0 | $13,917 | $0 | $259,136 | $0 | $0 | $0 |
| JOSE MELGOZA | ||||||||||||||
| UPPER SCHOOL DIRECTOR | $201,752 | $0 | $0 | $0 | $274 | $0 | $20,216 | $0 | $9,579 | $0 | $231,821 | $0 | $0 | $0 |
| PAULA MARTIN | ||||||||||||||
| LOW SCHOOL DIRECTOR ADVISOR | $190,617 | $0 | $0 | $0 | $8,342 | $0 | $15,526 | $0 | $11,495 | $0 | $225,980 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE SCHOOL PROVIDES THE HEAD WITH A DISCRETIONARY SPENDING ACCOUNT TO CAPTURE NECESSARY BUSINESS EXPENSES SUCH AS CONFERENCES, RESIDENCE EXPENSES, MEMBERSHIP DUES, ETC. AS PER THE EMPLOYMENT CONTRACT, THE HEAD OF THE SCHOOL IS REQUIRED TO OCCUPY SCHOOL OWNED HOUSING ADJACENT TO THE SCHOOL WHERE THE HEAD ALSO REGULARLY CONDUCTS SCHOOL RELATED FUNCTIONS. THE SCHOOL PAYS FOR THE HEAD OF SCHOOL'S MEMBERSHIP IN A UNIVERSITY FACULTY CLUB WHERE THE HEAD REGULARLY ATTENDS SCHOOL-RELATED FUNCTIONS. PER THE HEAD OF SCHOOL'S EMPLOYMENT CONTRACT, THE SCHOOL PAYS FOR MAID SERVICE AT THE SCHOOL-PROVIDED HOUSE. |
| PART I, LINE 4B | JOHN W. BRACKER'S COMPENSATION REPORTED ON FORM 990, PART VII INCLUDED $142,515 FOR SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN; TERMS AND CONDITIONS WERE AS FOLLOWS: 457F PAYOUT CALENDAR YEAR 2024. A CONTRIBUTION OF $172,000 WAS MADE TO THE 457(F) PLAN DURING 2024 AS WELL. |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (3 entries)
| Relationship With OrgRelationshipWithOrgTxt | Cash GrantCashGrantAmt | Type Of AssistanceTypeOfAssistanceTxt | Assistance PurposeAssistancePurposeTxt |
|---|---|---|---|
| TRUSTEE OR TRUSTEE FAMILY MEMBER | $37,100 | FINANCIAL AID | EDUCATION |
| TRUSTEE OR TRUSTEE FAMILY MEMBER | $124,100 | FINANCIAL AID | EDUCATION |
| TRUSTEE OR TRUSTEE FAMILY MEMBER | $5,000 | FINANCIAL AID | EDUCATION |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RACHEL COUNTRYMAN | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SPOUSE OF THE HEAD OF SCHOOL | RelationshipDescriptionTxt |
| Transaction | $87,599 | TransactionAmt |
| Transaction | PAYROLL TRANSACTION - EMPLOYEE | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 14 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4,328,973 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER OF CONTRIBUTORS WASA USED IN PART I COLUMN (B). | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 8B | THERE ARE NO COMMITTEES THAT HAVE THE AUTHORITY TO ACT ON BEHALF OF THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY THE ORGANIZATION'S OUTSIDE PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE A DRAFT RETURN IS AVAILABLE, IT IS REVIEWED BY MANAGEMENT, AND ANY CHANGES OR REVISIONS ARE INCORPORATED. THE AUDIT COMMITTEE IS DELEGATED RESPONSIBILITY TO REVIEW THE COMPLETE FORM 990 PRIOR TO FILING. THE BOARD OF TRUSTEES RECEIVES A COMPLETE COPY OF THE FORM 990 PRIOR TO FILING, IS PRESENTED WITH A SUMMARY OF THE PROCESS AND KEY ITEMS BY THE AUDIT COMMITTEE, AND APPROVES THE FILING OF THE FORM 990 BEFORE IT IS SUBMITTED TO THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE POLYTECHNIC SCHOOL BOARD OF TRUSTEES HAS A CONFLICT OF INTEREST POLICY TO ENSURE THAT BOARD ACTIONS ARE FREE FROM ANY ACTUAL OR APPEARANCE OF CONFLICT OF INTEREST. ANNUALLY, EACH BOARD MEMBER IS REMINDED OF THE COMPLIANCE WITH THIS POLICY. FOLLOWING DISCLOSURE TO THE BOARD CHAIR OF AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST, THE BOARD CHAIR SHALL DETERMINE WHETHER AN ACTUAL CONFLICT OF INTEREST EXISTS AND, IF SO, THE BOARD CHAIR SHALL REFER THE MATTER TO THE EXECUTIVE COMMITTEE, WHICH SHALL DETERMINE HOW BEST TO PROTECT THE SCHOOL'S INTEREST. A TRUSTEE WHO IS INVOLVED IN A POTENTIAL CONFLICT OF INTEREST IS NOT ALLOWED TO VOTE ON ANY MATTERS RELATED TO THE CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE HEAD OF SCHOOL'S COMPENSATION IS REVIEWED AND AUTHORIZED BY THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES, WHICH INCLUDES COMPARISON TO PEER SCHOOLS AND OTHER RELEVANT PERFORMANCE FACTORS. THE HEAD OF SCHOOL HAS A WRITTEN CONTRACT. CFO COMPENSATION IS DETERMINED ANNUALLY BY THE HEAD OF SCHOOL AND CONSIDERS THE COMPARISON TO PEER SCHOOLS AND OTHER RELEVANT PERFORMANCE FACTORS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MADE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF TRUST 20,520. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FUND FOR PARTNERSHIP FOR SUCCESS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1030 E CALIFORNIA BLVD | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 823396946 | EIN |
| Primary Activities | CHARITABLE FUNDRAISING | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501 (C) (3) | ExemptCodeSectionTxt |
| Public Charity Status | 509(A)(3) | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |