ADVAITA SOCIETY: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ADVAITA SOCIETY (EIN 94-2693186)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-04-24
- IRS object ID
- 202641149349300239
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-24T09:12:26-07:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CWDL CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3131 CAMINO DEL RIO N STE 820 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92108 | 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 | 942693186 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Advaita Society-Mount Madonna School | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ADVA | BusinessNameControlTxt |
| Phone | 4088472717 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 491 Summit Road | AddressLine1Txt |
| City | Watsonville | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95076 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Judith Sarada Diffenbaugh | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2026-04-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN DOMINGUEZ CPA | PreparerPersonNm |
| PTIN | P01955973 | PTIN |
| Phone | 8585682700 | PhoneNum |
| 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 | Judith Sarada Diffenbaugh | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 491 Summit Road | AddressLine1Txt |
| City | Watsonville | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95076 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,945,073 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.mountmadonnaschool.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1979 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | Accredited by the California Association of Independent Schools and the Western Association of Schools and Colleges to provide a private preschool, elementary and secondary school that is dedicated to excellent academics, positive character development and creative support our students to become caring, self-aware, discerning and articulate individuals. We believe a fulfilling life includes personal accomplishments, meaningful relationships, and service to society. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Total Volunteers | 1 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $475,288 | PYContributionsGrantsAmt |
| CY Contributions Grants | $340,054 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,551,225 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,265,995 | CYProgramServiceRevenueAmt |
| PY Investment Income | $44,446 | PYInvestmentIncomeAmt |
| CY Investment Income | $64,890 | CYInvestmentIncomeAmt |
| PY Other Revenue | $722,849 | PYOtherRevenueAmt |
| CY Other Revenue | $232,495 | CYOtherRevenueAmt |
| PY Total Revenue | $5,793,808 | PYTotalRevenueAmt |
| CY Total Revenue | $4,903,434 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,475,191 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,363,400 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,839,253 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,815,511 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $196,411 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,192,993 | PYOtherExpensesAmt |
| CY Other Expenses | $1,161,670 | CYOtherExpensesAmt |
| PY Total Expenses | $5,507,437 | PYTotalExpensesAmt |
| CY Total Expenses | $5,340,581 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $286,371 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$437,147 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,762,759 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,603,792 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,238,462 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,411,567 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,524,297 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,192,225 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Accredited by the California Association of Independent Schools and the Western Association of Schools and Colleges to provide a private preschool, elementary and secondary school that is dedicated to excellent academics, positive character development and creative support our students to become caring, self-aware, discerning and articulate individuals. We believe a fulfilling life includes personal accomplishments, meaningful relationships, and service to society. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $3,862,207 | ExpenseAmt |
| Grant | $1,363,400 | GrantAmt |
| Revenue | $4,175,436 | RevenueAmt |
| Desc | To provide a private preschool, elementary and secondary school that is dedicated to excellent academics, positive character development and creative self-expression.During the year covered, 180 days of education were provided to 158 students. | Desc |
| Total Program Service Expenses | $3,862,207 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 11 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ronald Bingham | PersonNm |
| Phone | 4088472717 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 Summit Road | AddressLine1Txt |
| City | Watsonville | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95076 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| Ann Goewert | |||||||
| Head of School | 40.00 | 0.00 | Yes (X) | Yes (X) | $128,750 | $0 | $0 |
| Kami Pacheco | |||||||
| Secretary | 40.00 | 0.00 | Yes (X) | Yes (X) | $61,966 | $0 | $7,680 |
| Kevict Yen | |||||||
| Vice President | 40.00 | 0.00 | Yes (X) | Yes (X) | $58,000 | $0 | $0 |
| Judith Sarada Diffenbaugh | |||||||
| President | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Ronald Rajendra Bingham | |||||||
| Treasurer | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Abbie Zands | |||||||
| Board member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Beth Brennan | |||||||
| Board Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Carson Kelly | |||||||
| Board Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Daniel Nanas | |||||||
| Board Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Forrest Cambell | |||||||
| Board Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Marissa Kannan | |||||||
| Board Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Sahana Lakka | |||||||
| Board member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Warren Sampson | |||||||
| Board Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $248,716 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $7,680 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ADP | |||||
| one ADP boulevard | Roseland | NJ | 07068 | Payroll | $2,403,126 |
| Covered CA | |||||
| PO Box 7010 | Newport BEach | CA | 92658 | Medical Insurance | $157,553 |
| Matrix Trust Company | |||||
| PO bOx 22294 | New York | NY | 10087 | 403B | $116,436 |
| Mount Madonna Center | |||||
| 445 Summit Road | Watsonville | CA | 95076 | Property | $128,491 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $22,839 | FundraisingAmt |
| All Other Contributions | $317,215 | AllOtherContributionsAmt |
| Noncash Contributions | $50,400 | NoncashContributionsAmt |
| Total Contributions | $340,054 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Other fees | 900099 | $1,440 | $1,440 |
| Productions | 900099 | $89,119 | $89,119 |
| Tuition and fees | 611600 | $4,175,436 | $4,175,436 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,265,995 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $64,890 | TotalRevenueColumnAmt |
| Exclusion | $64,890 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $199,496 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $16,403 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $183,093 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $42,761 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $25,236 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,525 | TotalRevenueColumnAmt |
| Exclusion | $17,525 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Income | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $31,877 | TotalRevenueColumnAmt |
| Exclusion | $31,877 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $31,877 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,903,434 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,265,995 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $114,292 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,363,400 | TotalAmt |
| Program Services | $1,363,400 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $256,396 | TotalAmt |
| Program Services | $144,519 | ProgramServicesAmt |
| Management And General | $96,693 | ManagementAndGeneralAmt |
| Fundraising | $15,184 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,288,353 | TotalAmt |
| Program Services | $1,217,939 | ProgramServicesAmt |
| Management And General | $913,065 | ManagementAndGeneralAmt |
| Fundraising | $157,349 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,023 | TotalAmt |
| Program Services | $62,267 | ProgramServicesAmt |
| Management And General | $17,767 | ManagementAndGeneralAmt |
| Fundraising | $2,989 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,739 | TotalAmt |
| Program Services | $140,804 | ProgramServicesAmt |
| Management And General | $40,177 | ManagementAndGeneralAmt |
| Fundraising | $6,758 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,208 | TotalAmt |
| Management And General | $36,208 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,989 | TotalAmt |
| Management And General | $6,989 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,720 | TotalAmt |
| Program Services | $56,720 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,372 | TotalAmt |
| Program Services | $42,703 | ProgramServicesAmt |
| Management And General | $71,619 | ManagementAndGeneralAmt |
| Fundraising | $2,050 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,114 | TotalAmt |
| Program Services | $66,114 | ProgramServicesAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,581 | TotalAmt |
| Program Services | $137,581 | ProgramServicesAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,406 | TotalAmt |
| Program Services | $95,026 | ProgramServicesAmt |
| Management And General | $30,820 | ManagementAndGeneralAmt |
| Fundraising | $4,560 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| depreciation | $169,837 | $127,378 | $36,345 | $6,114 |
| Field trips | $149,661 | $149,661 | ||
| Productions | $102,639 | $102,639 | ||
| REPAIRS AND MAINTENANCE | $29,899 | $22,424 | $6,399 | $1,076 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $159,244 | TotalAmt |
| Program Services | $133,032 | ProgramServicesAmt |
| Management And General | $25,881 | ManagementAndGeneralAmt |
| Fundraising | $331 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,340,581 | TotalAmt |
| Program Services | $3,862,207 | ProgramServicesAmt |
| Management And General | $1,281,963 | ManagementAndGeneralAmt |
| Fundraising | $196,411 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $141,632 | BOYAmt |
| EOY | $340,254 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $993,492 | BOYAmt |
| EOY | $877,347 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,271 | BOYAmt |
| EOY | $70,427 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,737 | BOYAmt |
| EOY | $6,737 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,301 | BOYAmt |
| EOY | $67,952 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,817,101 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,470,904 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,516,034 | BOYAmt |
| EOY | $1,346,197 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,006,147 | BOYAmt |
| EOY | $894,878 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,762,759 | BOYAmt |
| EOY | $3,603,792 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,330 | BOYAmt |
| EOY | $193,580 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $891,627 | BOYAmt |
| EOY | $1,039,402 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $203,505 | BOYAmt |
| EOY | $178,585 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,238,462 | BOYAmt |
| EOY | $1,411,567 | 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 | $714,886 | BOYAmt |
| EOY | $378,989 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,809,411 | BOYAmt |
| EOY | $1,813,236 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,524,297 | BOYAmt |
| EOY | $2,192,225 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,762,759 | BOYAmt |
| EOY | $3,603,792 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$437,147 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $110,130 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | -$5,055 | DonatedServicesAndUseFcltsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,769,504 | BeginningYearBalanceAmt |
| Contributions | $204,558 | ContributionsAmt |
| Investment Earnings Or Losses | $167,792 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $370,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,771,854 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,587,215 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $252,289 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $70,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,769,504 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,442,877 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $164,339 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $20,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,587,216 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,410,062 | BeginningYearBalanceAmt |
| Contributions | $269,125 | ContributionsAmt |
| Investment Earnings Or Losses | -$216,130 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $20,180 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,442,877 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,208,538 | BeginningYearBalanceAmt |
| Contributions | $32,973 | ContributionsAmt |
| Investment Earnings Or Losses | $168,551 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,410,062 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,625,497 | OtherCostOrOtherBasisAmt |
| Depreciation | $918,060 | DepreciationAmt |
| Book Value | $707,437 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,130,175 | OtherCostOrOtherBasisAmt |
| Depreciation | $621,596 | DepreciationAmt |
| Book Value | $508,579 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $281,500 | OtherCostOrOtherBasisAmt |
| Depreciation | $221,900 | DepreciationAmt |
| Book Value | $59,600 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $779,929 | OtherCostOrOtherBasisAmt |
| Depreciation | $709,348 | DepreciationAmt |
| Book Value | $70,581 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,346,197 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER LIABILITIES | Desc |
| Amt | $178,585 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $178,585 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,201,978 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $110,130 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $542,400 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $16,403 | OtherRevenueAmt |
| Revenue Not Reported | $668,933 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,533,045 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $6,989 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $1,363,400 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,370,389 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,903,434 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,534,050 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $547,455 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $16,403 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $563,858 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,970,192 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $6,989 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $1,363,400 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,370,389 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,340,581 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: Intended uses of the endowment fund. | There are two Endowment Funds. One is a Board directed Endowment Campaign Fund and the other is a scholarship Endowment Fund. Scholarships may be paid from the annual income on the scholarship fund, including capital gains. Per the donor's instructions, the total amount paid annually for scholarships should not exceed 6% of the value of the assets. The Board has adopted a resolution stating these policies: reinvest all earnings and not to draw from the Endowment Campaign fund, except fees for investment advisory services, until the total value is more than $1 million. Between the total values of $1 million and $5 million, no more than 50% of income from principal may be withdrawn, Above $5 million in value, the Board willadopt a formula to determine the amount of distributable income. |
| Part X : FIN48 Footnote | The School is exempt from taxation under Internal Revenue Code Section 501(c)(3) and California Revenue and Taxation Code Section 23701d.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 that all of the positions taken by the School in its federal and state exempt organization tax returns are more likely than not to be sustained upon examination. The Schools returns are subject to examination by federal and state taxing authorities, generally for three and four years, respectively, after they are filed. |
| Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 | Direct expense $16403 |
| Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S | Scholarship discount $1363400 |
| Part XII, Line 2d: Other expenses and losses per audited F/S | Direct expenses $16403 |
| Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S | Scholarship discount $1363400 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | false | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized | Mount Madonna School posts the following nondiscrimination policy on their website year round: Mount Madonna School's open admission and financial assistance policies do not discriminate on the basis of race, gender, sexual preference, ethnic origin,disability, marital status, religion, creed or similar factors. This policy applies to all areas of student concerns: admissions, athletics, educational policies, financial assistance, and other school administered programs. |
| Schedule E, Line 4 - Explanation of Records and Materials Not Maintained | |
| Schedule E, Line 5 - Explanation of Organization Discrimination by Race |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agrmt Prof Fundraising Acty | false | AgrmtProfFundraisingActyInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Annual Giving Fundraiser | Event1Nm |
| Gross Receipts Event1 | $149,830 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $149,830 | GrossRevenueEvent1Amt |
| Event2 | Drive for Schools | Event2Nm |
| Gross Receipts Event2 | $28,971 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $28,971 | GrossRevenueEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $20,695 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $20,695 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $16,403 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $199,496 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $199,496 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $16,403 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $16,403 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $183,093 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Student financial aid, scholarships | GrantTypeTxt |
| Recipient | 96 | RecipientCnt |
| Cash Grant | $1,363,400 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Grantmaker's Description of How Grants are Used | FormAndLineReferenceDesc |
| Explanation | The school uses the professional services of FACTS, a third-party platform, to help determine eligibility for need-based financial aid. All families that apply for aid are required to file with FACTS. Once we receive the opinion of the FACTS service, we are able to compare the financial position of our families to one another. We take this information into account with the total tuition burden of the individual family along with the resources that the school has to devote to need-based financial aid. This allows us to award need-based financial aid. All need-based aid is detailed on the students tuition accounts, which are part of the financial accounts the school keeps.The school is able to monitor the use of granted funds very closely. No grant funds are made in cash. All grants are made in the form of credits to student tuition accounts. Tuition Remission is a benefit of full-time employment at the School. All members of the class of full-time employees are eligible for this benefit. The amount of the benefit is based on the student's grade, and is published annually in the compensation schedule which is available to all employees. | ExplanationTxt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Materials | Desc |
| Noncash Contributions Rpt F990 | $50,400 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Cost | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, Line 6 | The Board of Trustees are considered members of the corporation according to the Bylaws. |
| Form 990, Part VI, Section A, Line 7a | The main purpose of the Board of Trustees is to appoint the Head(s) of School and the Board of Directors. |
| Form 990, Part VI, Section A, Line 7b | Trustees are responsible for selecting the Head of School when that becomes necessary. The Trustees can amend the Bylaws and the Articles of Incorporation. The Trustees have the right to vote on nominations for members of the Board of Directors. While the Trustees do not usually participate with matters before the Board of Directors, the Trustees are able to amend or overrule Board decisions. |
| Form 990, Part VI, Section B, Line 11b | The Mount Madonna School Board reviews and discusses the draft Form 990 and votes to approve the final version in a Board meeting prior to the return being filed. |
| Form 990, Part VI, Section B, Line 12c | Those Board Members who are employees are not allowed to vote on Board decisions affecting their own pay. Those Board Members who have connections to an outside business must disclose their financial interest so that the School management is aware of these financial interests. Usually, the School management is aware of any financial interests before the individual is invited to be on the Board. If the School contemplates doing business with that external business, then there is a Board discussion first in which the Member with the financial interest does not have a vote. Neither the Trustees nor the Board recommend vendors or other business partners to School management. Key employees also sign the policy annually and are required to disclose any financial interests they may have. |
| Form 990, Part VI, Section B, Line 15a | The President of our Board is a volunteer. The Head of School's compensation is now negotiated with the Trustees. In preparation for this negotiation, we research executive compensation at comparable schools through data from the National Association of Independent Schools. All other administrators are paid according to the same compensation schedule as the teachers. All employees, including the Head ofSchool, make substantially less than $100,000. Question 15(b) has been answered No because the other officers who earned compensation did so in their capacity as members of the school faculty, rather than their roles on the Board of Directors. |
| Form 990, Part VI, Section C, Line 19 | The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Advaita Society - Hanuman Fellowship | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 Summit Road | AddressLine1Txt |
| City | Watsonville | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95076 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510174679 | EIN |
| Primary Activities | Study,Practice and Teach Spiritual Knowl | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(c)3 | ExemptCodeSectionTxt |
| Public Charity Status | 9 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (true) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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