THE NUEVA SCHOOL: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
THE NUEVA SCHOOL (EIN 94-1633387)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-05-15
IRS object ID
202631359349315118
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-15T17:12:11-05:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN941254756PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HOOD & STRONG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12580 N 1ST ST STE 460AddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95131ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN941633387EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NUEVA SCHOOLBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlNUEVBusinessNameControlTxt
Phone6503504600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16565 SKYLINE BLVDAddressLine1Txt
CityHILLSBOROUGHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94010ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTERRY LEEPersonNm
Person TitleASSOCIATE HEAD OF SCHOOLPersonTitleTxt
Phone6503504600PhoneNum
Signature2026-05-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMAGA E KISRIEVPreparerPersonNm
PTINP01008919PTIN
Phone4089988400PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerLEE FERTIGPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line16565 SKYLINE BLVDAddressLine1Txt
CityHILLSBOROUGHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94010ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$107,029,977GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.NUEVASCHOOL.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1966FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionINDEPENDENT SCHOOL OPERATING FOR EDUCATIONAL PURPOSES - STUDENTS GRADES PRE-K THROUGH 12TH.ActivityOrMissionDesc
Voting Members Governing Body18VotingMembersGoverningBodyCnt
Voting Members Independent17VotingMembersIndependentCnt
Total Employee380TotalEmployeeCnt
Total Volunteers150TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$15,202,212PYContributionsGrantsAmt
CY Contributions Grants$14,161,474CYContributionsGrantsAmt
PY Program Service Revenue$58,729,330PYProgramServiceRevenueAmt
CY Program Service Revenue$60,696,737CYProgramServiceRevenueAmt
PY Investment Income$2,648,909PYInvestmentIncomeAmt
CY Investment Income$12,720,990CYInvestmentIncomeAmt
PY Other Revenue$21,759PYOtherRevenueAmt
CY Other Revenue$63,072CYOtherRevenueAmt
PY Total Revenue$76,602,210PYTotalRevenueAmt
CY Total Revenue$87,642,273CYTotalRevenueAmt
PY Grants And Similar Paid$7,236,696PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$8,405,831CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$34,625,092PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$37,036,947CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,712,598CYTotalFundraisingExpenseAmt
PY Other Expenses$28,606,151PYOtherExpensesAmt
CY Other Expenses$29,473,941CYOtherExpensesAmt
PY Total Expenses$70,467,939PYTotalExpensesAmt
CY Total Expenses$74,916,719CYTotalExpensesAmt
PY Revenues Less Expenses$6,134,271PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$12,725,554CYRevenuesLessExpensesAmt
Total Assets BOY$292,968,273TotalAssetsBOYAmt
Total Assets EOY$304,124,377TotalAssetsEOYAmt
Total Liabilities BOY$92,360,407TotalLiabilitiesBOYAmt
Total Liabilities EOY$94,367,021TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$200,607,866NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$209,757,356NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionOUR SCHOOL COMMUNITY INSPIRES PASSION FOR LIFELONG LEARNING, FOSTERS SOCIAL AND EMOTIONAL ACUITY AND DEVELOPS THE STUDENT'S IMAGINATIVE MIND.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$59,228,501ExpenseAmt
Grant$8,405,831GrantAmt
Revenue$60,696,737RevenueAmt
DescSEE SCHEDULE O.Desc
Total Program Service Expenses$59,228,501TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related PersonYes (1)GrantToRelatedPersonInd
Business Rln With Org MemYes (1)BusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (1)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document146IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee380EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members18GoverningBodyVotingMembersCnt
Independent Voting Member17IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LAWRENCE VILLEGAS & BRETT DYERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6503504600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1131 E 28TH AVENUEAddressLine1Txt
CitySAN MATEOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94403ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
PUJA KAUL
CO-CHAIR1.00Yes (X)Yes (X)$0$0$0
HOON CHO
CO-CHAIR1.00Yes (X)Yes (X)$0$0$0
JANET CHESTON
CO-VICE CHAIR1.00Yes (X)Yes (X)$0$0$0
DERRICK BOLTON
CO-VICE CHAIR1.00Yes (X)Yes (X)$0$0$0
KEVIN LYNCH
SECRETARY1.00Yes (X)Yes (X)$0$0$0
PETER BLAUSTEIN
TREASURER1.00Yes (X)Yes (X)$0$0$0
MEI CHEN
TRUSTEE1.00Yes (X)$0$0$0
BRUCE COZADD
TRUSTEE1.00Yes (X)$0$0$0
KATHLEEN DONOHUE
TRUSTEE1.00Yes (X)$0$0$0
BONNIE FOUGHT
TRUSTEE1.00Yes (X)$0$0$0
ROBERT FRANK
TRUSTEE1.00Yes (X)$0$0$0
LOUISA GILLETT
TRUSTEE1.00Yes (X)$0$0$0
MARY HYNES
TRUSTEE1.00Yes (X)$0$0$0
GERALD RISK
TRUSTEE1.00Yes (X)$0$0$0
JODY SIEVERS
TRUSTEE1.00Yes (X)$0$0$0
ANN WILSON GREEN
TRUSTEE1.00Yes (X)$0$0$0
LEILA JOHANSSON
TRUSTEE1.00Yes (X)$0$0$0
CHRISTOPHER SUN
TRUSTEE1.00Yes (X)$0$0$0
LEE FERTIG
HEAD OF SCHOOL40.00Yes (X)$705,009$0$167,570
TERRY LEE
ASSOCIATE HEAD OF SCHOOL40.00Yes (X)$606,932$0$44,223
JOHN GAVIN BRADLEY
DIRECTOR OF COLLEGE COUNSELING40.00$258,636$0$24,420Yes (X)
LAUREN POOL
DIRECTOR OF TEACHING & LEARNING40.00$251,027$0$20,876Yes (X)
BRETT DYER
DIR OF FINANCE & ADMINISTRATION40.00$241,143$0$27,618Yes (X)
TARYN GROGAN
DIR OF ENROLLMENT & STRAT ENGMT40.00$228,431$0$15,990Yes (X)
MEGAN TERRA
LOWER SCHOOL DIVISION HEAD40.00$218,870$0$16,185Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,510,048TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$316,882TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K133IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
WL BUTLER CONSTRUCTION
1629 MAIN STREETREDWOOD CITYCA94063CONSTRUCTION COMPANY$5,282,826
DEVCON CONSTRUCTION
690 GIBRALTAR DRIVEMILPITASCA95035CONSTRUCTION COMPANY$3,148,596
SERVICE BY MEDALLION
455 NATIONAL AVEMOUNTAIN VIEWCA94043JANITORIAL SERVICES$2,455,542
EPICUREAN
PO BOX 50196LOS ANGELESCA900740196FOOD/CATERING SERVICES$2,128,706
LEDDY MAYTUM STACY ARCHITECTS
1940 BRYANT STREETSAN FRANCISCOCA94110CONSTRUCTION COMPANY$1,617,307
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K41CntrctRcvdGreaterThan100KCnt
Fundraising$272,115FundraisingAmt
All Other Contributions$13,889,359AllOtherContributionsAmt
Noncash Contributions$727,309NoncashContributionsAmt
Total Contributions$14,161,474TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION AND FEES611710$57,300,435$57,300,435
TUTORING, MUSIC, OTHER611710$1,192,666$1,192,666
SUMMER PROGRAM REVENUE611710$920,726$920,726
STUDENT TRANSPORTATION611710$803,428$803,428
LUNCH PROGRAM REVENUE611710$201,995$201,995

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$277,487TotalRevenueColumnAmt
Related Or Exempt Func Income$277,487RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$60,696,737TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,187,729TotalRevenueColumnAmt
Exclusion$2,187,729ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$29,911,132SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$19,377,871SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$10,533,261SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,533,261TotalRevenueColumnAmt
Exclusion$10,533,261ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$72,905FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$272,115ContriRptFundraisingEventAmt
Fundraising Direct Expenses$9,833FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$63,072TotalRevenueColumnAmt
Exclusion$63,072ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$87,642,273TotalRevenueColumnAmt
Related Or Exempt Func Income$60,696,737RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$12,784,062ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$8,405,831TotalAmt
Program Services$8,405,831ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,523,735TotalAmt
Management And General$1,523,735ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$27,843,210TotalAmt
Program Services$22,693,619ProgramServicesAmt
Management And General$4,308,381ManagementAndGeneralAmt
Fundraising$841,210FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,919,098TotalAmt
Program Services$1,247,382ProgramServicesAmt
Management And General$631,823ManagementAndGeneralAmt
Fundraising$39,893FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$3,567,743TotalAmt
Program Services$2,730,796ProgramServicesAmt
Management And General$718,481ManagementAndGeneralAmt
Fundraising$118,466FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$2,183,161TotalAmt
Program Services$1,741,485ProgramServicesAmt
Management And General$378,970ManagementAndGeneralAmt
Fundraising$62,706FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$135,761TotalAmt
Management And General$135,761ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$81,100TotalAmt
Management And General$81,100ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$2,354,932TotalAmt
Program Services$2,354,932ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$413,046TotalAmt
Program Services$154,384ProgramServicesAmt
Management And General$183,943ManagementAndGeneralAmt
Fundraising$74,719FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$431,974TotalAmt
Program Services$200,652ProgramServicesAmt
Management And General$222,970ManagementAndGeneralAmt
Fundraising$8,352FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,194,377TotalAmt
Program Services$754,634ProgramServicesAmt
Management And General$413,639ManagementAndGeneralAmt
Fundraising$26,104FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$7,139,119TotalAmt
Program Services$4,510,652ProgramServicesAmt
Management And General$2,472,434ManagementAndGeneralAmt
Fundraising$156,033FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$49,040TotalAmt
Program Services$48,394ProgramServicesAmt
Fundraising$646FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$689,172TotalAmt
Program Services$616,267ProgramServicesAmt
Management And General$47,282ManagementAndGeneralAmt
Fundraising$25,623FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$1,129,811TotalAmt
Program Services$713,840ProgramServicesAmt
Management And General$391,278ManagementAndGeneralAmt
Fundraising$24,693FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$5,323,949TotalAmt
Program Services$3,355,000ProgramServicesAmt
Management And General$1,852,893ManagementAndGeneralAmt
Fundraising$116,056FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$403,896TotalAmt
Program Services$255,190ProgramServicesAmt
Management And General$139,879ManagementAndGeneralAmt
Fundraising$8,827FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
CURRICULAR TRIP EXPENSE$2,900,569$2,900,569
STUDENT TRANSPORTATION$2,552,706$2,552,706
LUNCH PROGRAM$1,965,858$1,965,858
INSTRUCTIONAL SUPPLIES$1,137,909$1,137,909

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,570,722TotalAmt
Program Services$888,401ProgramServicesAmt
Management And General$473,051ManagementAndGeneralAmt
Fundraising$209,270FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$74,916,719TotalAmt
Program Services$59,228,501ProgramServicesAmt
Management And General$13,975,620ManagementAndGeneralAmt
Fundraising$1,712,598FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,180,096BOYAmt
EOY$4,839,763EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$56,294,876BOYAmt
EOY$52,612,555EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,009,956BOYAmt
EOY$1,937,452EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$18,453,999BOYAmt
EOY$20,343,754EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,025,306BOYAmt
EOY$1,063,138EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$218,660,364LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$56,168,876LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$159,808,113BOYAmt
EOY$162,491,488EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$49,227,562BOYAmt
EOY$56,922,686EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$2,968,365BOYAmt
EOY$3,913,541EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$292,968,273BOYAmt
EOY$304,124,377EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$6,028,804BOYAmt
EOY$5,634,235EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$50,764,292BOYAmt
EOY$53,431,975EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$32,167,971BOYAmt
EOY$31,125,501EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$2,542,257BOYAmt
EOY$2,352,652EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$857,083BOYAmt
EOY$1,822,658EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$92,360,407BOYAmt
EOY$94,367,021EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$113,259,670BOYAmt
EOY$123,993,091EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$87,348,196BOYAmt
EOY$85,764,265EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$200,607,866BOYAmt
EOY$209,757,356EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$292,968,273BOYAmt
EOY$304,124,377EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$12,725,554ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$3,576,064NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$53,898,056BeginningYearBalanceAmt
Contributions$4,716ContributionsAmt
Investment Earnings Or Losses$6,811,455InvestmentEarningsOrLossesAmt
Other Expenditures$2,738,841OtherExpendituresAmt
End Year Balance$57,975,386EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$47,887,763BeginningYearBalanceAmt
Contributions$375,239ContributionsAmt
Investment Earnings Or Losses$5,635,054InvestmentEarningsOrLossesAmt
End Year Balance$53,898,056EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$40,563,028BeginningYearBalanceAmt
Contributions$3,753,635ContributionsAmt
Investment Earnings Or Losses$3,571,100InvestmentEarningsOrLossesAmt
End Year Balance$47,887,763EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$18,648,941BeginningYearBalanceAmt
Contributions$26,438,983ContributionsAmt
Investment Earnings Or Losses-$424,896InvestmentEarningsOrLossesAmt
End Year Balance$40,563,028EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$13,577,227BeginningYearBalanceAmt
Contributions$1,555,166ContributionsAmt
Investment Earnings Or Losses$3,516,548InvestmentEarningsOrLossesAmt
End Year Balance$18,648,941EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.08913BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.75178PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.15910TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$22,249,513OtherCostOrOtherBasisAmt
Book Value$22,249,513BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$179,859,697OtherCostOrOtherBasisAmt
Depreciation$46,256,886DepreciationAmt
Book Value$133,602,811BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$10,880,468OtherCostOrOtherBasisAmt
Depreciation$9,911,990DepreciationAmt
Book Value$968,478BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,670,686OtherCostOrOtherBasisAmt
Book Value$5,670,686BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$162,491,488TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescFINANCE LEASE LIABILITIESDesc
Amt$1,822,658Amt
FieldValueIRS element (for citing)
Total Liability$1,822,658TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$75,660,378TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$3,576,064NetUnrealizedGainsInvstAmt
Revenue Not Reported-$3,576,064RevenueNotReportedAmt
Revenue Subtotal$79,236,442RevenueSubtotalAmt
Other Revenues Not Included$8,405,831OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$8,405,831RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$87,642,273TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$66,510,888TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$66,510,888ExpensesSubtotalAmt
Other Expenses Not Included$8,405,831OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$8,405,831ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$74,916,719TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE SCHOOL BUDGETS A PORTION OF THE ENDOWMENT INVESTMENT INCOME TO HELP FUND THE OPERATIONS OF THE SCHOOL. THE SCHOOL'S SPENDING POLICY ALLOWS FOR ANNUAL TRANSFERS UP TO 7% OF THE PORTFOLIO VALUE, WHERE THE PORTFOLIO VALUE IS DETERMINED BASED ON AN AVERAGE OF THE PRECEDING 12-QUARTER PORTFOLIO MARKET VALUES AT THE END OF EACH PERIOD. THE SCHOOL EXPECTS THE CURRENT SPENDING POLICY TO ALLOW ITS ENDOWMENT TO GROW AT A REASONABLE PREMIUM OVER INFLATION ANNUALLY.
PART X, LINE 2:THE SCHOOL IS A TAX EXEMPT ORGANIZATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND THE CALIFORNIA TAX CODE. MANAGEMENT EVALUATED THE SCHOOL'S TAX POSITIONS AND CONCLUDED THAT THE SCHOOL HAD MAINTAINED ITS TAX-EXEMPT STATUS AND HAD NOT TAKEN UNCERTAIN TAX POSITIONS THAT REQUIRED ADJUSTMENT TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS.
PART XI, LINE 4B - OTHER ADJUSTMENTS:FINANCIAL AID AWARDS NETTED AGAINST TUITION 8,405,831.
PART XII, LINE 4B - OTHER ADJUSTMENTS:FINANCIAL AID AWARDS NETTED AGAINST TUITION 8,405,831.

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (1)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (1)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (1)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (1)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (1)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (1)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (1)MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts0DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy0DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty0DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs0DiscriminateRaceSchsInd
Discriminate Race Educ Plcy0DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog0DiscriminateRaceAthltProgInd
Discriminate Race Other Acty0DiscriminateRaceOtherActyInd
Government Financial Aid Rcvd0GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd0GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (1)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE E, PART I, LINE 3FormAndLineReferenceDesc
ExplanationTHE SCHOOL PUBLISHES ITS NONDISCRIMINATORY POLICY ON THE SCHOOL'S WEBSITE: "THE NUEVA SCHOOL ADMITS STUDENTS OF ANY RACE, COLOR, RELIGION, GENDER, SEXUAL ORIENTATION, OR NATIONAL OR ETHNIC ORIGIN TO ALL RIGHTS, PRIVILEGES, PROGRAMS, AND ACTIVITIES GENERALLY ACCORDED OR MADE AVAILABLE TO STUDENTS AT THE SCHOOL AND DOES NOT DISCRIMINATE ON THE BASIS OF THESE FACTORS IN THE ADMINISTRATION OF ITS EDUCATIONAL POLICIES, FINANCIAL AWARD PROGRAMS, OR ATHLETIC AND OTHER SCHOOL PROGRAMS."ExplanationTxt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
EAST ASIA AND THE PACIFIC00PROGRAM SERVICESEDUCATIONAL CLASS TRIP$516,259
EUROPE (INCLUDING ICELAND & GREENLAND)00PROGRAM SERVICESEDUCATIONAL CLASS TRIP$378,283
CENTRAL AMERICA AND THE CARIBBEAN00PROGRAM SERVICESEDUCATIONAL CLASS TRIP$75,484
NORTH AMERICA00PROGRAM SERVICESEDUCATIONAL CLASS TRIP$72,955
00
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$1,042,981SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$1,042,981TotalSpentAmt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1COUNT ME INEvent1Nm
Gross Receipts Event1$345,020GrossReceiptsEvent1Amt
Charitable Contri Event1$272,115CharitableContriEvent1Amt
Gross Revenue Event1$72,905GrossRevenueEvent1Amt
Food And Beverage Event1$393FoodAndBeverageEvent1Amt
Entertainment Event1$300EntertainmentEvent1Amt
Other Direct Expenses Event1$9,140OtherDirectExpensesEvent1Amt
Gross Receipts Total$345,020GrossReceiptsTotalAmt
Charitable Contributions Tot$272,115CharitableContributionsTotAmt
Gross Revenue Total Events$72,905GrossRevenueTotalEventsAmt
Food And Beverage Total Events$393FoodAndBeverageTotalEventsAmt
Entertainment Total Events$300EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$9,140OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$9,833DirectExpenseSummaryEventsAmt
Net Income Summary$63,072NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeFINANCIAL ASSISTANCE (TUITION AND ADDITIONAL AID FOR SELECTED SCHOOL RELATED EXPENSES BEYOND TUITION)GrantTypeTxt
Recipient201RecipientCnt
Cash Grant$8,405,831CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationINDIVIDUAL AMOUNTS ARE DETERMINED BY HEAD OF SCHOOL, ASSOCIATE HEAD OF SCHOOL, DIRECTOR OF FINANCE & ADMINISTRATION, DIRECTOR OF ENROLLMENT & STRATEGIC ENGAGEMENT, AND DIRECTOR OF ADMISSIONS. TOTAL BUDGET AMOUNT IS APPROVED BY BOARD.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
LEE FERTIG
HEAD OF SCHOOL$604,344$0$0$0$100,665$0$30,500$0$137,070$0$872,579$0$0$0
TERRY LEE
ASSOCIATE HEAD OF SCHOOL$459,112$0$0$0$147,820$0$30,500$0$13,723$0$651,155$0$0$0
JOHN GAVIN BRADLEY
DIRECTOR OF COLLEGE COUNSELING$222,636$0$0$0$36,000$0$13,682$0$10,738$0$283,056$0$0$0
LAUREN POOL
DIRECTOR OF TEACHING & LEARNING$215,027$0$0$0$36,000$0$6,650$0$14,226$0$271,903$0$0$0
BRETT DYER
DIR OF FINANCE & ADMINISTRATION$241,143$0$0$0$0$0$16,880$0$10,738$0$268,761$0$0$0
TARYN GROGAN
DIR OF ENROLLMENT & STRAT ENGMT$228,431$0$0$0$0$0$15,990$0$0$0$244,421$0$0$0
MEGAN TERRA
LOWER SCHOOL DIVISION HEAD$182,870$0$0$0$36,000$0$8,997$0$7,188$0$235,055$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1ALEE FERTIG IS REQUIRED TO LIVE IN A SCHOOL-OWNED HOUSE AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF THE SCHOOL. THE ANNUAL FAIR MARKET VALUE WAS NOT TREATED AS TAXABLE COMPENSATION. JOHN GAVIN BRADLEY RECEIVED HOUSING ALLOWANCES WHICH WERE TREATED AS TAXABLE COMPENSATION. TERRY LEE RECEIVED HOUSING ALLOWANCES WHICH WERE TREATED AS TAXABLE COMPENSATION. MEGAN TERRA RECEIVED HOUSING ALLOWANCES WHICH WERE TREATED AS TAXABLE COMPENSATION. LAUREN POOL RECEIVED HOUSING ALLOWANCES WHICH WERE TREATED AS TAXABLE COMPENSATION.
PART I, LINE 4BTERRY LEE RECEIVED $111,820 SECTION 457(F) RETIREMENT PLAN DISTRIBUTIONS. LEE FERTIG RECEIVED $100,665 SECTION 457(F) RETIREMENT PLAN DISTRIBUTIONS.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1CALIFORNIA MUNICIPAL FINANCE AUTHORITYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN201563466BondIssuerEIN
CUSIP000000000CUSIPNum
Bond Issued2012-12-01BondIssuedDt
Issue Price$40,000,000IssuePriceAmt
PurposeCONSTRUCTION OF UPPER SCHOOL FACILITYPurposeDesc
Defeased0DefeasedInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Pool Financing0PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Total Proceeds$40,000,000TotalProceedsAmt
Issuance Costs From Proceeds$274,108IssuanceCostsFromProceedsAmt
Capital Expenditures$39,725,892CapitalExpendituresAmt
Substantial Completion2014SubstantialCompletionYr
Refunding Tax Exempt Bonds0RefundingTaxExemptBondsInd
Refunding Taxable Bonds0RefundingTaxableBondsInd
Final Allocation Made0FinalAllocationMadeInd
Adequate Books And Rec MaintYes (1)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed Property0OwningBondFinancedPropertyInd
Any Lease Arrangements0AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd Prop0MgmtContractBondFincdPropInd
Any Research Agreements0AnyResearchAgreementsInd
Private Bus Use By Others0.00000PrivateBusUseByOthersPct
Private Bus Concerning UBI0.00000PrivateBusConcerningUBIPct
Total Private Business Use0.00000TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt Test0BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop0ChangeInUseBondFinancedPropInd
Procs Nonqualified Bond Remdtd0ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T Filed0Form8038TFiledInd
Rebate Not Due Yet0RebateNotDueYetInd
Exception To Rebate0ExceptionToRebateInd
No Rebate DueYes (1)NoRebateDueInd
Variable Rate Issue0VariableRateIssueInd
Hedge Identified In Bks And Rec0HedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GIC0GrossProceedsInvestedInGICInd
Gross Proceeds Invested0GrossProceedsInvestedInd
Written Proc To Monitor Reqs0WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionYes (1)ProceduresCorrectiveActionInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE K, PART IV, ISSUE A, LINE 2C:FormAndLineReferenceDesc
ExplanationREBATE COMPUTATION WAS NOT PERFORMED SINCE THE ISSUE IS NOT AN ARBITRAGE BOND.ExplanationTxt

Schedule L IRS990ScheduleL

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp

FieldValueIRS element (for citing)
Cash Grant$203,358CashGrantAmt
Type Of AssistanceFIN AWARDTypeOfAssistanceTxt
Assistance PurposeTUITIONAssistancePurposeTxt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR$2,589,048CONSTRUCTION SERVICES0
AMY HUNT
SPOUSE OF HOS LEE FERTIG$90,684EMPLOYMENT ARRANGEMENT0

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution43ContributionCnt
Noncash Contributions Rpt F990$727,309NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationTHIS COLUMN REFLECTS THE NUMBER OF ITEMS DONATED.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS:THE NUEVA SCHOOL, AN INTERNATIONALLY RECOGNIZED, NONPROFIT, INDEPENDENT DAY SCHOOL, HAS SERVED GIFTED AND TALENTED LEARNERS SINCE 1967. TODAY, NUEVA SERVES 967 STUDENTS PREK-12. NUEVA IS LOCATED IN THE NEIGHBORING TOWNS OF HILLSBOROUGH AND SAN MATEO, EQUIDISTANT BETWEEN SAN FRANCISCO AND SILICON VALLEY, SERVING SIX DIFFERENT COUNTIES THROUGHOUT THE BAY AREA OF NORTHERN CALIFORNIA. A CONSTRUCTIVIST SCHOOL, NUEVA IS KNOWN FOR ITS DISTINCTIVE INQUIRY-BASED INTERDISCIPLINARY STUDIES, PROJECT-BASED LEARNING, AND PIONEERING WORK IN SOCIAL-EMOTIONAL LEARNING AND DESIGN THINKING. THE NUEVA COMMUNITY INSTILLS A PASSION FOR LIFELONG LEARNING, FOSTERS SOCIAL AND EMOTIONAL ACUITY, AND DEVELOPS THE IMAGINATIVE MIND. OUR SCHOOL HAS RECEIVED THE US DEPARTMENT OF EDUCATION NATIONAL BLUE RIBBON AWARD AND THE AMERICAN INSTITUTE OF ARCHITECTS AWARD FOR SCHOOL DESIGN AND SUSTAINABILITY, HAS BEEN RECOGNIZED AS AN APPLE DISTINGUISHED PROGRAM AND APPOINTED AN ASHOKA CHANGEMAKER SCHOOL, CO-FOUNDED THE COMMON GROUND SPEAKER SERIES AND THE ASSOCIATION OF INDEPENDENT SCHOOLS FOR GIFTED STUDENTS, HOSTS THE BIENNIAL INNOVATIVE LEARNING CONFERENCE, AND WAS HIGHLIGHTED BY THE PULITZER PRIZE-WINNING AND NEW YORK TIMES BEST-SELLING AUTHOR THOMAS FRIEDMAN IN HIS BOOK THAT USED TO BE US IN THE CHAPTER "AVERAGE IS OVER."
FORM 990, PART VI, SECTION B, LINE 11BTHE ORGANIZATION'S ACCOUNTING FIRM PREPARED A DRAFT OF THE FORM 990 (USING AUDITED FINANCIALS AND OTHER INFORMATION PROVIDED BY THE ORGANIZATION) AND PROVIDED TO THE CONTROLLER FOR REVIEW. THE DIRECTOR OF FINANCE AND ASSOCIATE HEAD OF SCHOOL REVIEWED AND THEN FORWARDED TO THE HEAD OF THE SCHOOL AND BOARD. QUESTIONS WERE ADDRESSED PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE NUEVA SCHOOL CONFLICT OF INTEREST POLICY COVERS ITS TRUSTEES, HEAD OF SCHOOL, OFFICERS AND ALL EMPLOYEES OF THE SCHOOL. IT REQUIRES INDIVIDUALS TO DISCLOSE TO THE CHAIRPERSON OF THE BOARD OF TRUSTEES AND THE HEAD OF SCHOOL EXISTENCE OF ANY FINANCIAL OR COMPETITIVE INTEREST THAT MAY GIVE RISE TO A CONFLICT OF INTEREST. ADDITIONALLY, THE HEAD OF SCHOOL AND THE ASSOCIATE HEAD OF SCHOOL WILL MONITOR PROPOSED OR ONGOING TRANSACTIONS FOR POTENTIAL CONFLICT OF INTEREST AND DISCLOSE THEM TO THE CHAIR. A PERSON WHO REPORTS OR IS DISCLOSED AS HAVING A CONFLICT OF INTEREST MAY BE REQUIRED TO BE DISQUALIFIED FROM PARTICIPATING IN RELATED DISCUSSION OR DECISION. THIS POLICY IS DISCUSSED EACH YEAR AT A BOARD OF TRUSTEES MEETING, WHERE INDIVIDUALS WITH POTENTIAL CONFLICTS ARE ENCOURAGED TO DISCLOSE ANY POTENTIAL CONFLICTS TO THE HEAD OF SCHOOL AND THE CHAIR(S) OF THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION B, LINE 15THE BOARD COMPENSATION COMMITTEE ENGAGES AN INDEPENDENT COMPENSATION CONSULTANT PERIODICALLY TO OBTAIN BENCHMARK DATA, AND ASSESS THE APPROPRIATE LEVEL OF COMPENSATION FOR THE HEAD OF SCHOOL AND ASSOCIATE HEAD OF SCHOOL. THE SCHOOL ALSO PREPARES BENCHMARK DATA AVAILABLE FROM CAL-ISBOA, NAIS, AND INDEX SURVEYS FOR COMPENSATION COMMITTEE REVIEW.
FORM 990, PART VI, SECTION C, LINE 19AUDITED FINANCIALS, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF TIME SET FORTH IN SEC. 6104(D).

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