PALM VALLEY SCHOOL
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Cite this
Plain text PALM VALLEY SCHOOL. furp.org, nonprofit organization profile, tax years 2012–2024. https://furp.org/org/palm-valley-school-952133079. Retrieved 2026-11-08.
APA furp.org. (n.d.). PALM VALLEY SCHOOL [Nonprofit organization profile; tax years 2012–2024]. Retrieved November 8, 2026, from https://furp.org/org/palm-valley-school-952133079
MLA “PALM VALLEY SCHOOL.” furp.org, tax years 2012–2024, https://furp.org/org/palm-valley-school-952133079. Accessed 8 Nov. 2026.
Retrieved 2026-11-08; covers tax years 2012–2024. Data: furp.org (index © the FURP Alliance; the records are public domain).
2024 · Form 990 · revenue $6.8M · expenses $8.1M · assets $13.9M
- EIN
- 95-2133079
- Address
- 35525 DA VALL DR, RANCHO MIRAGE, CA 92270-1822
- Website
- WWW.PVS.ORG
- NTEE code
- B24 Primary, Elementary Schools (Education) published (IRS Business Master File)
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (corporation)
- Ruling date
- November 1961 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- Yes: listed in IRS Publication 78 (public charity) Pub 78 ↗
- Foundation status
- School
- Cross-check
- ProPublica Nonprofit Explorer
Mission
PALM VALLEY SCHOOL IS AN EXCEPTIONAL LEARNING COMMUNITY THAT EDUCATES, NURTURES, AND CHALLENGES EACH STUDENT TO ACHIEVE EXCELLENCE AND CONTRIBUTE TO OUR GLOBAL SOCIETY.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
11 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Steven Sherman | CEO- FORMER | 2019-2024 | $334,562 | $1,585,096 | 1 |
| Paul Lewin | DEVELOPMENT | 2023-2024 | $113,650 | $280,893 | 1 |
| Vicente Fuentes | CFO | 2024 | $52,367 | $52,367 | 1 |
| Judith Arnstein | NEW HEAD OF | 2024 | $26,322 | $26,322 | 1 |
| Susan Rice (former) | CEO Thru 5/2020 | 2015-2019 | $228,557 | $906,840 | 1 |
| Robert Graves (former) | HEAD OF SCHOOL | 2012-2015 | $213,808 | $532,239 | 1 |
| Jodi Wiseley (former) | CFO Thru 3/2019 | 2017-2019 | $41,504 | $259,934 | 1 |
| David Wolfe (former) | CFO | 2021-2023 | $144,000 | $211,380 | 1 |
| Vincent E Downey (former) | HEADMASTER | 2012 | $184,692 | $184,692 | 1 |
| Kevin Dickerson (former) | FORMER - CFO | 2019-2021 | $97,534 | $146,460 | 1 |
| Candice Nelson (former) | CFO Thru 3/2020 | 2019 | $67,538 | $67,538 | 1 |
Officers and directors, no compensation reported
45 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Stone James | MEMBER | 2018-2024 | 5 | $0 reported | 1 |
| Sarah Dunn | CHAIR | 2021-2024 | 5 | $0 reported | 1 |
| Kevin Doran | VICE-CHAIR | 2022-2024 | 5 | $0 reported | 1 |
| Briana Jordan | EMERITUS MEM | 2022-2024 | 5 | $0 reported | 1 |
| Nathan Otto | MEMBER | 2021-2024 | 5 | $0 reported | 1 |
| Garrett Falzone | TREASURER | 2023-2024 | 5 | $0 reported | 1 |
| Sara Rouche | SECRETARY | 2023-2024 | 5 | $0 reported | 1 |
| Paul Antle | MEMBER | 2023-2024 | 5 | $0 reported | 1 |
| Elizabeth Richardson | MEMBER | 2023-2024 | 5 | $0 reported | 1 |
| Francene Fisher (former) | NEW HEAD OF | 2023 | 40 | $0 reported | 1 |
| Roger Snoble (former) | DIRECTOR | 2020-2022 | 5 | $0 reported | 1 |
| Lauren Skiver (former) | DIRECTOR | 2022 | 5 | $0 reported | 1 |
| Brianna Jordan (former) | TREASURER | 2020-2021 | 5 | $0 reported | 1 |
| Cherise Sonderman (former) | BOARD CHAIR | 2012-2020 | 5 | $0 reported | 1 |
| Melinda Drickey (former) | DIRECTOR | 2019-2020 | 5 | $0 reported | 1 |
| Nate Otto (former) | DIRECTOR | 2018-2020 | 5 | $0 reported | 1 |
| Jennifer Jenkins (former) | Board Chair | 2012-2019 | 5 | $0 reported | 1 |
| Colin Kirkpatrick (former) | Treasurer | 2017-2019 | 2 | $0 reported | 1 |
| David Mule (former) | Director | 2012-2019 | 1 | $0 reported | 1 |
| Timothy Jochen (former) | Director | 2014-2019 | 1 | $0 reported | 1 |
| Tom Clarke (former) | Director | 2019 | 1 | $0 reported | 1 |
| Carol Scott (former) | Director | 2017-2019 | 1 | $0 reported | 1 |
| Tracy Martin (former) | Director | 2019 | 1 | $0 reported | 1 |
| Roger Snobel (former) | Director | 2019 | 1 | $0 reported | 1 |
| Colin Kirckpatrick (former) | Treasurer | 2018 | 1 | $0 reported | 1 |
| Laura Neil (former) | Secretary | 2014-2018 | 1 | $0 reported | 1 |
| Candace Nelson (former) | CFO From 5/2019 | 2018 | 40 | $0 reported | 1 |
| Jason Huskey (former) | Board Chair | 2012-2017 | 1 | $0 reported | 1 |
| Gail Kocen (former) | Trustee | 2012-2017 | 1 | $0 reported | 1 |
| Jaci Fitzsimonds (former) | Trustee | 2016 | 2 | $0 reported | 1 |
| John Shay (former) | Trustee | 2014-2016 | 2 | $0 reported | 1 |
| Thomas G Clarke (former) | Secretary | 2012-2016 | 2 | $0 reported | 1 |
| Bryan Jensen (former) | Trustee | 2016 | 2 | $0 reported | 1 |
| Kimberley Yang (former) | Trustee | 2016 | 2 | $0 reported | 1 |
| Judith Davis-Morrison (former) | Trustee | 2012-2015 | 2 | $0 reported | 1 |
| Alise Mauritzson (former) | Trustee | 2014-2015 | 2 | $0 reported | 1 |
| Paul Stone (former) | Trustee | 2014-2015 | 2 | $0 reported | 1 |
| Max Briggs (former) | Secretary | 2012-2014 | 2 | $0 reported | 1 |
| Beatrice Eslamboly (former) | Trustee | 2012-2014 | 2 | $0 reported | 1 |
| Patty Spicer (former) | Trustee | 2012 | 2 | $0 reported | 1 |
| Michael Lindley (former) | Trustee | 2012 | 2 | $0 reported | 1 |
| Jennifer Kovalenko (former) | Trustee | 2012 | 2 | $0 reported | 1 |
| Kevin Knee (former) | Trustee | 2012 | 2 | $0 reported | 1 |
| Denise Dubarry Hay (former) | Trustee | 2012 | 2 | $0 reported | 1 |
| Antun Barbato (former) | Trustee | 2012 | 2 | $0 reported | 1 |
People by year
2024 · 13 people listed · 4 paid, $527K · 96 employees · 40 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEVEN SHERMAN | CEO- FORMER | 40 | $324,562 | $0 | $10,000 | $334,562 | 1 |
| PAUL LEWIN | DEVELOPMENT | 40 | $112,609 | $0 | $1,041 | $113,650 | 1 |
| VICENTE FUENTES | CFO | 40 | $51,201 | $0 | $1,166 | $52,367 | 1 |
| JUDITH ARNSTEIN | NEW HEAD OF | 40 | $26,322 | $0 | $0 | $26,322 | 1 |
| SARAH DUNN | CHAIR | 5 | $0 | $0 | $0 | $0 | 1 |
| KEVIN DORAN | VICE-CHAIR | 5 | $0 | $0 | $0 | $0 | 1 |
| GARRETT FALZONE | TREASURER | 5 | $0 | $0 | $0 | $0 | 1 |
| SARA ROUCHE | SECRETARY | 5 | $0 | $0 | $0 | $0 | 1 |
| BRIANA JORDAN | EMERITUS MEM | 5 | $0 | $0 | $0 | $0 | 1 |
| STONE JAMES | MEMBER | 5 | $0 | $0 | $0 | $0 | 1 |
| NATHAN OTTO | MEMBER | 5 | $0 | $0 | $0 | $0 | 1 |
| PAUL ANTLE | MEMBER | 5 | $0 | $0 | $0 | $0 | 1 |
| ELIZABETH RICHARDSON | MEMBER | 5 | $0 | $0 | $0 | $0 | 1 |
2023 · 13 people listed · 3 paid, $691K · 97 employees · 40 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DR STEVEN SHERMAN | HEAD OF SCHO | 40 | $320,000 | $0 | $60,000 | $380,000 | 1 |
| PAUL LEWIN | BOARD MEMBER | 40 | $122,000 | $0 | $45,243 | $167,243 | 1 |
| DAVID WOLFE | CFO | 40 | $135,000 | $0 | $9,000 | $144,000 | 1 |
| FRANCENE FISHER | NEW HEAD OF | 40 | $0 | $0 | $0 | $0 | 1 |
| STONE JAMES | CHAIR | 5 | $0 | $0 | $0 | $0 | 1 |
| SARAH DUNN | VICE-CHAIR | 5 | $0 | $0 | $0 | $0 | 1 |
| KEVIN DORAN | TREASURER | 5 | $0 | $0 | $0 | $0 | 1 |
| BRIANA JORDAN | SECRETARY | 5 | $0 | $0 | $0 | $0 | 1 |
| NATHAN OTTO | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| GARRETT FALZONE | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| SARA ROUCHE | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| PAUL ANTLE | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| ELIZABETH RICHARDSON | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
2022 · 9 people listed · 2 paid, $412K · 96 employees · 40 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DR STEVEN SHERMAN | HEAD OF SCHO | 40 | $287,500 | $0 | $57,031 | $344,531 | 1 |
| DAVID WOLFE | CFO | 40 | $66,111 | $0 | $1,269 | $67,380 | 1 |
| STONE JAMES | CHAIR | 5 | $0 | $0 | $0 | $0 | 1 |
| SARAH DUNN | VICE-CHAIR | 5 | $0 | $0 | $0 | $0 | 1 |
| KEVIN DORAN | TREASURER | 5 | $0 | $0 | $0 | $0 | 1 |
| BRIANA JORDAN | SECRETARY | 5 | $0 | $0 | $0 | $0 | 1 |
| ROGER SNOBLE | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| NATHAN OTTO | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| LAUREN SKIVER | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
2021 · 8 people listed · 2 paid, $411K · 77 employees · 40 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DR STEVEN SHERMAN | HEAD OF SCHO | 40 | $247,562 | $0 | $66,050 | $313,612 | 1 |
| KEVIN DICKERSON | FORMER - CFO | 40 | $85,276 | $0 | $12,258 | $97,534 | 1 |
| DAVID WOLFE | NEW - CFO | 0 | $0 | $0 | $0 | $0 | 1 |
| STONE JAMES | CHAIR | 5 | $0 | $0 | $0 | $0 | 1 |
| SARAH DUNN | VICE-CHAIR | 5 | $0 | $0 | $0 | $0 | 1 |
| BRIANNA JORDAN | TREASURER | 5 | $0 | $0 | $0 | $0 | 1 |
| ROGER SNOBLE | SECRETARY | 5 | $0 | $0 | $0 | $0 | 1 |
| NATHAN OTTO | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
2020 · 8 people listed · 2 paid, $216K · 98 employees · 40 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DR STEVEN SHERMAN | HEAD OF SCHO | 40 | $157,971 | $0 | $13,881 | $171,852 | 1 |
| KEVIN DICKERSON | BUSINESS MGR | 40 | $41,665 | $0 | $2,573 | $44,238 | 1 |
| CHERISE SONDERMAN | BOARD CHAIR | 5 | $0 | $0 | $0 | $0 | 1 |
| STONE JAMES | VICE CHAIR | 5 | $0 | $0 | $0 | $0 | 1 |
| BRIANNA JORDAN | TREASURER | 5 | $0 | $0 | $0 | $0 | 1 |
| ROGER SNOBLE | SECRETARY | 5 | $0 | $0 | $0 | $0 | 1 |
| MELINDA DRICKEY | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| NATE OTTO | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
2019 · 17 people listed · 5 paid, $383K · 108 employees · 500 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Susan Rice | CEO Thru 5/2020 | 40 | $208,074 | $0 | $20,483 | $228,557 | 1 |
| Candice Nelson | CFO Thru 3/2020 | 40 | $63,653 | $0 | $3,885 | $67,538 | 1 |
| Jodi Wiseley | CFO Thru 3/2019 | 40 | $38,914 | $0 | $2,590 | $41,504 | 1 |
| Dr Steven Sherman | Head of School | 40 | $40,539 | $0 | $0 | $40,539 | 1 |
| Kevin Dickerson | Business Manage | 40 | $4,688 | $0 | $0 | $4,688 | 1 |
| Jennifer Jenkins | Board Chair | 5 | $0 | $0 | $0 | $0 | 1 |
| Stone James | Vice Chair | 4 | $0 | $0 | $0 | $0 | 1 |
| Colin Kirkpatrick | Treasurer | 2 | $0 | $0 | $0 | $0 | 1 |
| Cherise Sonderman | Secretary | 5 | $0 | $0 | $0 | $0 | 1 |
| David Mule | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Timothy Jochen | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Melinda Drickey | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Tom Clarke | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Carol Scott | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Tracy Martin | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Roger Snobel | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Nate Otto | Director | 1 | $0 | $0 | $0 | $0 | 1 |
2018 · 11 people listed · 2 paid, $331K · 124 employees · 41 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Susan Rice | Head of School | 40 | $214,272 | $0 | $9,223 | $223,495 | 1 |
| Jodi Wiseley | CFO Thru 3/2019 | 40 | $100,562 | $0 | $6,483 | $107,045 | 1 |
| Jennifer Jenkins | Board Chair | 1 | $0 | $0 | $0 | $0 | 1 |
| Stone James | Vice Chair | 1 | $0 | $0 | $0 | $0 | 1 |
| Colin Kirckpatrick | Treasurer | 1 | $0 | $0 | $0 | $0 | 1 |
| Laura Neil | Secretary | 1 | $0 | $0 | $0 | $0 | 1 |
| David Mule | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Timothy Jochen | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Nate Otto | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Cherise Sonderman | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Candace Nelson | CFO From 5/2019 | 40 | $0 | $0 | $0 | $0 | 1 |
2017 · 10 people listed · 2 paid, $326K · 120 employees · 40 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Susan Rice | Head of School | 40 | $202,000 | $0 | $12,833 | $214,833 | 1 |
| Jodi Wiseley | CFO | 40 | $101,500 | $0 | $9,885 | $111,385 | 1 |
| Jason Huskey | Board Chair | 1 | $0 | $0 | $0 | $0 | 1 |
| David Mule | Vice Chair | 1 | $0 | $0 | $0 | $0 | 1 |
| Jennifer Jenkins | Treasurer | 1 | $0 | $0 | $0 | $0 | 1 |
| Laura Neil | Secretary | 1 | $0 | $0 | $0 | $0 | 1 |
| Gail Kocen | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| Timothy Jochen | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| Carol Scott | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| Colin Kirkpatrick | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
2016 · 12 people listed · 1 paid, $175K · 134 employees · 150 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SUSAN RICE | HEAD OF SCHOOL | 40 | $172,211 | $0 | $2,400 | $174,611 | 1 |
| JACI FITZSIMONDS | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| JOHN SHAY | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| THOMAS G CLARKE | Secretary | 2 | $0 | $0 | $0 | $0 | 1 |
| JASON HUSKEY | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| BRYAN JENSEN | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| JENNIFER JENKINS | Treasurer | 2 | $0 | $0 | $0 | $0 | 1 |
| KIMBERLEY YANG | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| GAIL KOCEN | CHAIRPERSON | 2 | $0 | $0 | $0 | $0 | 1 |
| TIMOTHY JOCHEN | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| DAVID MULE | vice Chair | 2 | $0 | $0 | $0 | $0 | 1 |
| LAURA NEIL | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
2015 · 13 people listed · 2 paid, $279K · 122 employees · 150 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROBERT GRAVES | HEAD OF SCHOOL | 40 | $213,808 | $0 | $0 | $213,808 | 1 |
| SUSAN RICE | INTERIM HEAD OF SCHOOL | 40 | $65,344 | $0 | $0 | $65,344 | 1 |
| THOMAS G CLARKE | Secretary | 2 | $0 | $0 | $0 | $0 | 1 |
| JASON HUSKEY | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| JUDITH DAVIS-MORRISON | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| JENNIFER JENKINS | Treasurer | 2 | $0 | $0 | $0 | $0 | 1 |
| ALISE MAURITZSON | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| GAIL KOCEN | CHAIRPERSON | 2 | $0 | $0 | $0 | $0 | 1 |
| TIMOTHY JOCHEN | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| DAVID MULE | vice Chair | 2 | $0 | $0 | $0 | $0 | 1 |
| LAURA NEIL | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| PAUL STONE | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| JOHN SHAY | Trustee | 0 | $0 | $0 | $0 | $0 | 1 |
2014 · 14 people listed · 1 paid, $201K · 108 employees · 150 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROBERT GRAVES | HEAD OF SCHOOL | 40 | $201,376 | $0 | $0 | $201,376 | 1 |
| MAX BRIGGS | Secretary | 2 | $0 | $0 | $0 | $0 | 1 |
| THOMAS G CLARKE | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| JASON HUSKEY | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| JUDITH DAVIS-MORRISON | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| BEATRICE ESLAMBOLY | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| JENNIFER JENKINS | Treasurer | 2 | $0 | $0 | $0 | $0 | 1 |
| ALISE MAURITZSON | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| GAIL KOCEN | CHAIRPERSON | 2 | $0 | $0 | $0 | $0 | 1 |
| TIMOTHY JOCHEN | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| DAVID MULE | vice Chair | 2 | $0 | $0 | $0 | $0 | 1 |
| LAURA NEIL | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| PAUL STONE | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| JOHN SHAY | Trustee | 0 | $0 | $0 | $0 | $0 | 1 |
2012 · 17 people listed · 2 paid, $302K · 97 employees · 150 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| VINCENT E DOWNEY | HEADMASTER | 40 | $173,916 | $0 | $10,776 | $184,692 | 1 |
| ROBERT E GRAVES | HEADMASTER | 40 | $117,055 | $0 | $0 | $117,055 | 1 |
| PATTY SPICER | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| CHERISE SONDERMAN | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| DAVID MULE | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL LINDLEY | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| JENNIFER KOVALENKO | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| GAIL KOCEN | CHAIRPERSON | 2 | $0 | $0 | $0 | $0 | 1 |
| KEVIN KNEE | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| JENNIFER JENKINS | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| DENISE DUBARRY HAY | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| BEATRICE ESLAMBOLY | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| JUDITH DAVIS-MORRISON | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| JASON HUSKEY | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| THOMAS G CLARKE | Secretary | 2 | $0 | $0 | $0 | $0 | 1 |
| MAX BRIGGS | Treasurer | 2 | $0 | $0 | $0 | $0 | 1 |
| ANTUN BARBATO | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
Highest-paid independent contractors
2018 · 1 contractor · $157K
| Name | Location | Service | Paid |
|---|---|---|---|
| Vintage Associates Inc | Bermuda Dunes, CA | Groundskeeping | $156,922 |
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $6,755,529 | $8,114,880 | $13,893,410 | $3,715,519 | $94,090 | $6,410,217 | $514,694 | 96 | 40 |
| 2023 · Form 990 | ||||||||
| $7,733,249 | $8,430,537 | $12,681,291 | $5,054,769 | $141,347 | $7,395,829 | $455,000 | 97 | 40 |
| 2022 · Form 990 | ||||||||
| $7,026,513 | $7,864,552 | $13,624,821 | $5,740,460 | $149,311 | $6,657,682 | $458,175 | 96 | 40 |
| 2021 · Form 990 | ||||||||
| $6,168,174 | $6,979,195 | $14,833,118 | $6,578,499 | $179,111 | $5,761,873 | $360,173 | 77 | 40 |
| 2020 · Form 990 | ||||||||
| $7,567,169 | $6,486,321 | $15,811,228 | $7,811,699 | $1,664,924 | $5,064,545 | $199,636 | 98 | 40 |
| 2019 · Form 990 | ||||||||
| $7,468,000 | $7,820,474 | $14,050,076 | $6,730,851 | $1,180,169 | $6,123,947 | $382,826 | 108 | 500 |
| 2018 · Form 990 | ||||||||
| $6,289,320 | $7,636,934 | $15,219,645 | $7,083,325 | $247,690 | $5,825,170 | $330,540 | 124 | 41 |
| 2017 · Form 990 | ||||||||
| $6,406,217 | $7,355,538 | $16,108,696 | $8,440,637 | $307,551 | $5,966,002 | $307,000 | 120 | 40 |
| 2016 · Form 990 | ||||||||
| $5,645,834 | $6,609,376 | $17,028,418 | $9,398,133 | $382,547 | $5,077,584 | $174,611 | 134 | 150 |
| 2015 · Form 990 | ||||||||
| $5,925,068 | $7,009,659 | $17,438,523 | $10,313,268 | $459,907 | $5,271,576 | $279,152 | 122 | 150 |
| 2014 · Form 990 | ||||||||
| $6,349,992 | $7,262,891 | $18,800,698 | $11,450,461 | $746,870 | $5,407,044 | $201,376 | 108 | 150 |
| 2012 · Form 990 | ||||||||
| $6,685,260 | $7,082,733 | $19,257,807 | $11,159,505 | $1,903,690 | $5,100,708 | $117,055 | 97 | 150 |
Funders of this organization
13 grantors reported grants to this organization, $1,006,786 in all, tax years 2014 to 2024. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV
| Grantor | Total given | Grants | Latest year's amount | Latest year | Years given | Type | Match | Grants |
|---|---|---|---|---|---|---|---|---|
| RICHARD BROOKE FOUNDATION | $715,000 | 3 | $399,925 | 2021 | 2018, 2020-2021 | Private foundation | Fuzzy filed as “PALM VALLEY SCHOOL” | show |
| BIGHORN GOLF CLUB CHARITIES | $100,000 | 4 | $25,000 | 2017 | 2014-2017 | Public charity | Exact | show |
| JUDITH DAVIS FOUNDATION | $62,850 | 3 | $25,350 | 2016 | 2014-2016 | Private foundation | Fuzzy filed as “PALM VALLEY SCHOOL” | show |
| JEWISH COMMUNITY FEDERATION OF S F MARIN PENINSULA & SONOMA COUNTIES | $30,000 | 2 | $20,000 | 2018 | 2016, 2018 | DAF sponsor | Exact | show |
| AMERICAN ENDOWMENT FOUNDATION | $25,000 | 2 | $15,000 | 2022 | 2020, 2022 | DAF sponsor | Exact | show |
| BINDER FOUNDATION | $25,000 | 1 | $25,000 | 2017 | 2017 | Private foundation | Fuzzy filed as “PALM VALLEY SCHOOL” | show |
| R D & JOAN DALE HUBBARD FOUNDATION | $15,635 | 1 | $15,635 | 2023 | 2023 | Private foundation | Fuzzy filed as “PALM VALLEY SCHOOL” | show |
| CHERYL AND KEN ELLEGARD FOUNDATION | $11,540 | 1 | $11,540 | 2022 | 2022 | Private foundation | Fuzzy filed as “PALM VALLEY SCHOOL” | show |
| CAROLINE VICTORIA COLDICUTT ARTS FOUNDATION | $11,000 | 4 | $10,200 | 2024 | 2021-2024 | Public charity | Fuzzy filed as “PALM VALLEY SCHOOL” | show |
| C S CRAIG FAM FOUNDATION INC | $5,000 | 1 | $5,000 | 2014 | 2014 | Private foundation | Fuzzy filed as “PALM VALLEY SCHOOL” | show |
| BANK OF AMERICA CHARITABLE FOUNDATION INC | $2,500 | 1 | $2,500 | 2016 | 2016 | Private foundation | Fuzzy filed as “PALM VALLEY SCHOOL” | show |
| AMAZONSMILE FOUNDATION | $2,261 | 4 | $583 | 2023 | 2020-2023 | Private foundation | Fuzzy filed as “PALM VALLEY SCHOOL” | show |
| ALLSTATE FOUNDATION | $1,000 | 1 | $1,000 | 2024 | 2024 | Private foundation | Fuzzy filed as “PALM VALLEY SCHOOL” | show |
Nearby + Similar BETA
Organizations like this one: what they do and who they are linked to
Same category: NTEE code and revenue
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. NTEE: the IRS’s code when it lists one, otherwise FURP’s inferred code. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| AURORA SCHOOL INC | CA | B24 | $4,127,380 | $4,327,180 | Head of School | $221,274 | Same NTEE code B24, revenue within 2x, same state |
| YAVNEH DAY SCHOOL | CA | B24 | $5,300,394 | $6,056,707 | Head of School | $237,500 | Same NTEE code B24, revenue within 2x, same state |
| THE PRENTICE SCHOOL | CA | B24 | $6,941,583 | $5,722,917 | Head of School | $236,935 | Same NTEE code B24, revenue within 2x, same state |
| THE YORK SCHOOL | CA | B24 | $8,537,552 | $10,371,125 | HEAD OF SCHOOL | $310,470 | Same NTEE code B24, revenue within 2x, same state |
| BERKWOOD SCHOOL | CA | B24 | $4,944,136 | $4,806,187 | Ex-officio Trustee Head of School | $260,491 | Same NTEE code B24, revenue within 2x, same state |
| BLUE OAK SCHOOL | CA | B24 | $8,787,977 | $7,788,682 | HEAD OF SCHO | $336,801 | Same NTEE code B24, revenue within 2x, same state |
| PRESIDIO HILL SCHOOL | CA | B24 | $10,092,941 | $10,914,544 | HEAD OF SCHOOL | $583,065 | Same NTEE code B24, revenue within 2x, same state |
| CRESTVIEW PREPARATORY SCHOOL | CA | B24 | $9,552,610 | $7,813,685 | HEAD OF SCHOOL, PRESIDENT | $292,723 | Same NTEE code B24, revenue within 2x, same state |
| PROVIDENCE SCHOOL | CA | B24 | $11,449,437 | $9,484,673 | HEAD OF SCHOOL | $240,270 | Same NTEE code B24, revenue within 2x, same state |
| SYNERGY SCHOOL | CA | B24 | $6,705,873 | $5,216,209 | TRUSTEE/TEACHER/ADMISSIONS | $173,126 | Same NTEE code B24, revenue within 2x, same state |
| PASADENA CHRISTIAN SCHOOL | CA | B24 | $9,366,676 | $9,198,629 | PRINCIPAL | $0 | Same NTEE code B24, revenue within 2x, same state |
| REDDING CHRISTIAN SCHOOL | CA | B24 | $4,709,264 | $4,817,943 | PRINCIPAL | $80,712 | Same NTEE code B24, revenue within 2x, same state |
| SEBASTOPOL INDEPENDENT CHARTER SCHOOL INC | CA | B24 | $4,378,355 | $4,151,730 | EXECUTIVE DIRECTOR (CEO) | $214,590 | Same NTEE code B24, revenue within 2x, same state, similar mission |
| SAN DIEGO FRENCH-AMERICAN SCHOOL | CA | B24 | $11,226,212 | $11,584,064 | HEAD OF SCHOOL | $242,505 | Same NTEE code B24, revenue within 2x, same state |
| WAVERLY SCHOOL | CA | B24 | $12,273,832 | $12,854,238 | HEAD OF SCHOOL | $332,223 | Same NTEE code B24, revenue within 2x, same state |
| CASA DI MIR MONTESSORI ELEMENTARY SCHOOL | CA | B24 | $4,453,103 | $4,380,127 | HEAD OF SCHOOL | $142,447 | Same NTEE code B24, revenue within 2x, same state, similar mission |
| GOODEN SCHOOL | CA | B24 | $5,606,105 | $4,597,341 | HEAD OF SCHOOL (UNTIL 06/2025) | $182,001 | Same NTEE code B24, revenue within 2x, same state |
| ST MARY'S HIGH SCHOOL | CA | B24 | $8,933,160 | $9,191,979 | PRESIDENT | $0 | Same NTEE code B24, revenue within 2x, same state |
| KAVOD CHARTER SCHOOL | CA | B24 | $6,156,506 | $6,161,291 | Executive Dir. | $179,231 | Same NTEE code B24, revenue within 2x, same state |
| SEA CREST SCHOOL INC | CA | B24 | $10,680,741 | $9,851,299 | HEAD OF SCHOOL | $425,017 | Same NTEE code B24, revenue within 2x, same state |
| THE OAKS SCHOOL | CA | B24 | $5,774,604 | $6,211,260 | HEAD OF SCHOOL | $407,718 | Same NTEE code B24, revenue within 2x, same state |
| HELIOS NEW SCHOOL INC | CA | B24 | $8,584,883 | $8,027,768 | HEAD OF SCHOOL | $316,457 | Same NTEE code B24, revenue within 2x, same state |
| SEVEN ARROWS ELEMENTARY SCHOOL | CA | B24 | $12,376,959 | $12,342,451 | HEAD OF SCHOOL | $391,928 | Same NTEE code B24, revenue within 2x, same state |
| EL RIO COMMUNITY SCHOOL | CA | B24 | $5,715,910 | $5,236,430 | EXECUTIVE DIRECTOR (THROUGH 6/24) | $79,979 | Same NTEE code B24, revenue within 2x, same state |
| SONOMA COUNTRY DAY SCHOOL | CA | B24 | $13,041,281 | $12,690,929 | HEAD OF SCHOOL | $518,771 | Same NTEE code B24, revenue within 2x, same state |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990 · $8,114,880 spent · pay $4,652,525 · grants $976,898 · events $38,005
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $3,844,876 | $2,883,659 | $922,768 | $38,449 | 47.4% | |
| Grants to US individuals | $976,898 | $976,898 | - | - | 12.0% | |
| Depreciation and depletion | $602,793 | $452,095 | $150,698 | - | 7.4% | |
| Other employee benefits | $517,040 | $387,780 | $124,089 | $5,171 | 6.4% | |
| Occupancy | $354,788 | $266,091 | $88,697 | - | 4.4% | |
| All other expenses | $327,809 | $252,956 | $74,853 | - | 4.0% | |
| Payroll taxes | $290,609 | $217,957 | $69,746 | $2,906 | 3.6% | |
| Interest | $232,570 | $174,428 | $58,142 | - | 2.9% | |
| Insurance | $192,685 | $173,416 | $19,269 | - | 2.4% | |
| Other (as described) | REPAIRS & MAINTENANCE | $173,897 | $130,423 | $43,474 | - | 2.1% |
| Other (as described) | OVERHEAD | $166,180 | $83,090 | $83,090 | - | 2.0% |
| Fees: other services | $112,681 | - | $112,681 | - | 1.4% | |
| Other (as described) | BOOKS & INSTRUCTIONAL MAT | $102,450 | $102,450 | - | - | 1.3% |
| Other (as described) | AGENCY EXPENSE | $80,184 | $80,184 | - | - | 1.0% |
| Office expenses | $44,339 | $33,254 | $11,085 | - | 0.5% | |
| Fees: legal | $40,843 | - | $40,843 | - | 0.5% | |
| Advertising and promotion | $36,338 | - | $36,338 | - | 0.4% | |
| Fees: accounting | $17,900 | - | $17,900 | - | 0.2% | |
| Fundraising events Event | direct expenses; gross income $166,734 | $38,005 | reported apart | |||
| Total | $8,114,880 | 100% |
2023 · Form 990 · $8,430,537 spent · pay $4,744,995 · grants $1,000,125 · events $60,633
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $3,666,523 | $2,749,896 | $879,964 | $36,663 | 43.5% | |
| Grants to US individuals | $1,000,125 | $1,000,125 | - | - | 11.9% | |
| Depreciation and depletion | $596,150 | $447,112 | $149,038 | - | 7.1% | |
| Pay: officers, directors, trustees, key employees | $455,000 | $341,250 | $109,200 | $4,550 | 5.4% | |
| All other expenses | $350,355 | $305,171 | $45,184 | - | 4.2% | |
| Payroll taxes | $329,005 | $246,754 | $78,961 | $3,290 | 3.9% | |
| Other (as described) | OVERHEAD | $305,910 | $152,955 | $152,955 | - | 3.6% |
| Other employee benefits | $294,467 | $220,850 | $70,672 | $2,945 | 3.5% | |
| Occupancy | $289,343 | $217,007 | $72,336 | - | 3.4% | |
| Interest | $239,044 | $179,283 | $59,761 | - | 2.8% | |
| Insurance | $188,499 | $169,648 | $18,851 | - | 2.2% | |
| Other (as described) | BOOKS & INSTRUCTIONAL MAT | $186,714 | $186,714 | - | - | 2.2% |
| Other (as described) | BAD DEBT | $176,602 | $176,602 | - | - | 2.1% |
| Other (as described) | REPAIRS & MAINTENANCE | $116,372 | $87,278 | $29,094 | - | 1.4% |
| Office expenses | $90,738 | $68,054 | $22,684 | - | 1.1% | |
| Advertising and promotion | $64,701 | - | $64,701 | - | 0.8% | |
| Fees: other services | $58,534 | - | $58,534 | - | 0.7% | |
| Fees: accounting | $17,600 | - | $17,600 | - | 0.2% | |
| Fees: legal | $4,855 | - | $4,855 | - | 0.1% | |
| Fundraising events Event | direct expenses; gross income $168,862 | $60,633 | reported apart | |||
| Total | $8,430,537 | 100% |
2022 · Form 990 · $7,864,552 spent · pay $4,217,836 · grants $880,147 · events $72,355
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $3,241,111 | $2,430,834 | $777,866 | $32,411 | 41.2% | |
| Grants to US individuals | $880,147 | $880,147 | - | - | 11.2% | |
| Depreciation and depletion | $761,949 | $571,462 | $190,487 | - | 9.7% | |
| Pay: officers, directors, trustees, key employees | $458,175 | $343,631 | $109,962 | $4,582 | 5.8% | |
| Other (as described) | OVERHEAD | $385,868 | $192,934 | $192,934 | - | 4.9% |
| Occupancy | $291,454 | $218,590 | $72,864 | - | 3.7% | |
| All other expenses | $286,275 | $253,585 | $32,690 | - | 3.6% | |
| Payroll taxes | $281,618 | $211,214 | $67,588 | $2,816 | 3.6% | |
| Interest | $256,102 | $192,077 | $64,025 | - | 3.3% | |
| Other employee benefits | $236,932 | $177,699 | $56,863 | $2,370 | 3.0% | |
| Insurance | $207,858 | $187,071 | $20,787 | - | 2.6% | |
| Other (as described) | BOOKS & INSTRUCTIONAL MAT | $155,641 | $155,641 | - | - | 2.0% |
| Other (as described) | AGENCY EXPENSE | $121,999 | $121,999 | - | - | 1.6% |
| Other (as described) | REPAIRS & MAINTENANCE | $104,229 | $78,172 | $26,057 | - | 1.3% |
| Advertising and promotion | $101,932 | - | $101,932 | - | 1.3% | |
| Office expenses | $39,872 | $29,904 | $9,968 | - | 0.5% | |
| Fees: other services | $33,590 | - | $33,590 | - | 0.4% | |
| Fees: accounting | $19,800 | - | $19,800 | - | 0.3% | |
| Fundraising events Event | direct expenses; gross income $181,381 | $72,355 | reported apart | |||
| Total | $7,864,552 | 100% |
2021 · Form 990 · $6,979,195 spent · pay $3,707,765 · grants $733,536 · events $58,045
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $2,908,339 | $2,091,211 | $784,442 | $32,686 | 41.7% | |
| Depreciation and depletion | $763,218 | $572,413 | $190,805 | - | 10.9% | |
| Grants to US individuals | $733,536 | $733,536 | - | - | 10.5% | |
| Pay: officers, directors, trustees, key employees | $360,173 | $360,173 | - | - | 5.2% | |
| Other (as described) | OVERHEAD | $281,978 | $140,989 | $140,989 | - | 4.0% |
| Occupancy | $281,914 | $211,435 | $70,479 | - | 4.0% | |
| Interest | $273,675 | $205,257 | $68,418 | - | 3.9% | |
| All other expenses | $251,672 | $205,420 | $46,252 | - | 3.6% | |
| Payroll taxes | $243,927 | $182,945 | $58,543 | $2,439 | 3.5% | |
| Insurance | $203,899 | $183,508 | $20,391 | - | 2.9% | |
| Other employee benefits | $195,326 | $146,495 | $46,878 | $1,953 | 2.8% | |
| Other (as described) | BOOKS & INSTRUCTIONAL MAT | $121,896 | $121,896 | - | - | 1.7% |
| Other (as described) | REPAIRS & MAINTENANCE | $102,545 | $76,909 | $25,636 | - | 1.5% |
| Other (as described) | AGENCY EXPENSE | $96,965 | $96,965 | - | - | 1.4% |
| Advertising and promotion | $80,780 | $60,585 | $20,195 | - | 1.2% | |
| Office expenses | $39,142 | $29,357 | $9,785 | - | 0.6% | |
| Fees: other services | $26,386 | - | $26,386 | - | 0.4% | |
| Fees: accounting | $13,824 | - | $13,824 | - | 0.2% | |
| Fundraising events Event | direct expenses; gross income $144,933 | $58,045 | reported apart | |||
| Total | $6,979,195 | 100% |
2020 · Form 990 · $6,486,321 spent · pay $3,528,807 · grants $796,621 · events $57,040
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $2,712,067 | $2,034,050 | $650,896 | $27,121 | 41.8% | |
| Grants to US individuals | $796,621 | $796,621 | - | - | 12.3% | |
| Depreciation and depletion | $769,961 | $577,464 | $192,497 | - | 11.9% | |
| Other employee benefits | $330,207 | $247,655 | $79,250 | $3,302 | 5.1% | |
| Payroll taxes | $286,897 | $215,173 | $68,855 | $2,869 | 4.4% | |
| Interest | $242,986 | $182,240 | $60,746 | - | 3.7% | |
| Occupancy | $229,750 | $172,312 | $57,438 | - | 3.5% | |
| Insurance | $213,341 | $192,006 | $21,335 | - | 3.3% | |
| Pay: officers, directors, trustees, key employees | $199,636 | $199,636 | - | - | 3.1% | |
| Other (as described) | OVERHEAD | $187,448 | $93,724 | $93,724 | - | 2.9% |
| Other (as described) | ALL OTHER EXPENSES | $153,165 | $30,213 | $63,915 | $59,037 | 2.4% |
| Other (as described) | REPAIRS & MAINTENANCE | $111,544 | $83,658 | $27,886 | - | 1.7% |
| Other (as described) | PROPERTY TAXES | $60,744 | $45,557 | $15,187 | - | 0.9% |
| All other expenses | $58,875 | $58,875 | - | - | 0.9% | |
| Fees: other services | $50,202 | - | $50,202 | - | 0.8% | |
| Office expenses | $36,567 | $27,425 | $9,142 | - | 0.6% | |
| Advertising and promotion | $30,310 | - | $30,310 | - | 0.5% | |
| Fees: accounting | $16,000 | - | $16,000 | - | 0.2% | |
| Fundraising events Event | direct expenses; gross income $125,160 | $57,040 | reported apart | |||
| Total | $6,486,321 | 100% |
2019 · Form 990 · $7,820,474 spent · pay $4,028,532 · grants $1,328,329 · events $94,417
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $2,926,626 | $2,194,969 | $702,390 | $29,267 | 37.4% | |
| Grants to US individuals | $1,328,329 | $1,328,329 | - | - | 17.0% | |
| Depreciation and depletion | $851,653 | $638,739 | $212,914 | - | 10.9% | |
| Other employee benefits | $410,693 | $308,020 | $98,566 | $4,107 | 5.3% | |
| Pay: officers, directors, trustees, key employees | $382,826 | $287,120 | $91,878 | $3,828 | 4.9% | |
| Interest | $326,285 | $244,714 | $81,571 | - | 4.2% | |
| Payroll taxes | $308,387 | $231,290 | $74,013 | $3,084 | 3.9% | |
| Occupancy | $250,352 | $187,764 | $62,588 | - | 3.2% | |
| Other (as described) | Repairs & maintenance | $230,404 | $172,803 | $57,601 | - | 2.9% |
| Other (as described) | Other overhead | $198,488 | $99,244 | $99,244 | - | 2.5% |
| All other expenses | $184,846 | $154,642 | $30,204 | - | 2.4% | |
| Insurance | $184,062 | $165,655 | $18,407 | - | 2.4% | |
| Other (as described) | Property taxes | $51,639 | $38,729 | $12,910 | - | 0.7% |
| Other (as described) | Books & instructional material | $51,493 | $51,493 | - | - | 0.7% |
| Office expenses | $46,477 | $34,858 | $11,619 | - | 0.6% | |
| Advertising and promotion | $43,327 | - | $43,327 | - | 0.6% | |
| Fees: other services | $27,667 | - | $27,667 | - | 0.4% | |
| Fees: accounting | $16,920 | - | $16,920 | - | 0.2% | |
| Fundraising events Event | direct expenses; gross income $197,896 | $94,417 | reported apart | |||
| Total | $7,820,474 | 100% |
2018 · Form 990 · $7,636,934 spent · pay $4,275,462 · grants $755,841 · events $104,415
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $3,294,420 | $2,470,816 | $790,659 | $32,945 | 43.1% | |
| Depreciation and depletion | $798,589 | $598,942 | $199,647 | - | 10.5% | |
| Grants to US individuals | $755,841 | $755,841 | - | - | 9.9% | |
| Other (as described) | Other overhead | $439,528 | $219,764 | $219,764 | - | 5.8% |
| Other employee benefits | $363,483 | $272,613 | $87,235 | $3,635 | 4.8% | |
| Pay: officers, directors, trustees, key employees | $330,540 | $247,905 | $79,330 | $3,305 | 4.3% | |
| Occupancy | $287,617 | $215,712 | $71,905 | - | 3.8% | |
| Payroll taxes | $287,019 | $215,264 | $68,885 | $2,870 | 3.8% | |
| Interest | $233,054 | $174,791 | $58,263 | - | 3.1% | |
| All other expenses | $218,468 | $188,263 | $30,205 | - | 2.9% | |
| Other (as described) | Repairs & maintenance | $200,940 | $150,705 | $50,235 | - | 2.6% |
| Insurance | $137,940 | $124,145 | $13,795 | - | 1.8% | |
| Other (as described) | Agency expenses | $114,663 | $114,663 | - | - | 1.5% |
| Other (as described) | Books & instructional material | $60,653 | $60,653 | - | - | 0.8% |
| Office expenses | $46,247 | $34,685 | $11,562 | - | 0.6% | |
| Advertising and promotion | $35,343 | - | $35,343 | - | 0.5% | |
| Fees: other services | $16,589 | - | $16,589 | - | 0.2% | |
| Fees: accounting | $16,000 | - | $16,000 | - | 0.2% | |
| Fundraising events Event | direct expenses; gross income $188,029 | $104,415 | reported apart | |||
| Total | $7,636,934 | 100% |
2017 · Form 990 · $7,355,538 spent · pay $4,033,117 · grants $862,036 · events $121,925
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $3,124,589 | $2,343,442 | $749,901 | $31,246 | 42.5% | |
| Grants to US individuals | $862,036 | $862,036 | - | - | 11.7% | |
| Depreciation and depletion | $810,396 | $607,797 | $202,599 | - | 11.0% | |
| Other employee benefits | $346,024 | $259,518 | $83,045 | $3,461 | 4.7% | |
| Pay: officers, directors, trustees, key employees | $307,000 | $230,250 | $73,680 | $3,070 | 4.2% | |
| All other expenses | $283,704 | $248,013 | $35,691 | - | 3.9% | |
| Occupancy | $277,282 | $207,961 | $69,321 | - | 3.8% | |
| Payroll taxes | $255,504 | $191,628 | $61,321 | $2,555 | 3.5% | |
| Interest | $229,632 | $172,224 | $57,408 | - | 3.1% | |
| Other (as described) | Repairs & maintenance | $194,211 | $145,658 | $48,553 | - | 2.6% |
| Other (as described) | Other overhead | $161,926 | $80,963 | $80,963 | - | 2.2% |
| Other (as described) | Agency expenses | $145,593 | $145,593 | - | - | 2.0% |
| Other (as described) | Other instruct & enrichment | $105,872 | $105,872 | - | - | 1.4% |
| Insurance | $104,803 | $94,322 | $10,481 | - | 1.4% | |
| Office expenses | $64,881 | $48,661 | $16,220 | - | 0.9% | |
| Advertising and promotion | $46,397 | - | $46,397 | - | 0.6% | |
| Fees: other services | $20,188 | - | $20,188 | - | 0.3% | |
| Fees: accounting | $15,500 | - | $15,500 | - | 0.2% | |
| Fundraising events Event | direct expenses; gross income $100,466 | $121,925 | reported apart | |||
| Total | $7,355,538 | 100% |
2016 · Form 990 · $6,609,376 spent · pay $4,043,742 · grants $0 · events $113,890
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $3,527,470 | $2,645,603 | $846,592 | $35,275 | 53.4% | |
| Depreciation and depletion | $832,775 | $624,581 | $208,194 | - | 12.6% | |
| All other expenses | $395,029 | $376,664 | $18,365 | - | 6.0% | |
| Other employee benefits | $341,661 | $256,246 | $81,998 | $3,417 | 5.2% | |
| Other (as described) | UTILITIES | $260,975 | $195,731 | $65,244 | - | 3.9% |
| Interest | $235,261 | $176,446 | $58,815 | - | 3.6% | |
| Other (as described) | REPAIRS AND MAINTENANCE | $231,688 | $173,766 | $57,922 | - | 3.5% |
| Pay: officers, directors, trustees, key employees | $174,611 | $130,958 | $41,907 | $1,746 | 2.6% | |
| Other (as described) | OTHER OVERHEAD | $163,456 | $81,728 | $81,728 | - | 2.5% |
| Other (as described) | SUPPLIE, POSTAGE, & PRINTING | $144,649 | $108,487 | $36,162 | - | 2.2% |
| Fees: other services | $134,431 | $116,074 | $18,357 | - | 2.0% | |
| Insurance | $116,545 | $104,890 | $11,655 | - | 1.8% | |
| Advertising and promotion | $35,325 | - | $35,325 | - | 0.5% | |
| Fees: accounting | $15,500 | - | $15,500 | - | 0.2% | |
| Fundraising events Event | direct expenses; gross income $210,430 | $113,890 | reported apart | |||
| Total | $6,609,376 | 100% |
2015 · Form 990 · $7,009,659 spent · pay $4,079,299 · grants $0 · events $102,663
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $3,212,608 | $2,409,456 | $771,025 | $32,127 | 45.8% | |
| Depreciation and depletion | $852,049 | $639,037 | $213,012 | - | 12.2% | |
| All other expenses | $470,949 | $452,012 | $18,937 | - | 6.7% | |
| Payroll taxes | $304,539 | $228,404 | $73,090 | $3,045 | 4.3% | |
| Other (as described) | UTILITIES | $283,245 | $212,434 | $70,811 | - | 4.0% |
| Other employee benefits | $283,000 | $212,250 | $67,920 | $2,830 | 4.0% | |
| Pay: officers, directors, trustees, key employees | $279,152 | $209,364 | $66,997 | $2,791 | 4.0% | |
| Other (as described) | REPAIRS AND MAINTENANCE | $236,755 | $177,566 | $59,189 | - | 3.4% |
| Interest | $236,280 | $177,210 | $59,070 | - | 3.4% | |
| Other (as described) | OTHER OVERHEAD | $232,304 | $116,152 | $116,152 | - | 3.3% |
| Fees: other services | $218,885 | $189,865 | $29,020 | - | 3.1% | |
| Other (as described) | SUPPLIE, POSTAGE, & PRINTING | $179,495 | $134,621 | $44,874 | - | 2.6% |
| Insurance | $105,499 | $94,949 | $10,550 | - | 1.5% | |
| Advertising and promotion | $100,599 | - | $100,599 | - | 1.4% | |
| Fees: accounting | $14,300 | - | $14,300 | - | 0.2% | |
| Fundraising events Event | direct expenses; gross income $213,947 | $102,663 | reported apart | |||
| Total | $7,009,659 | 100% |
2014 · Form 990 · $7,262,891 spent · pay $4,421,910 · grants $0 · events $90,704
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $3,572,915 | $2,679,686 | $857,500 | $35,729 | 49.2% | |
| Depreciation and depletion | $812,303 | $609,227 | $203,076 | - | 11.2% | |
| All other expenses | $467,677 | $406,241 | $61,436 | - | 6.4% | |
| Other employee benefits | $331,417 | $248,563 | $79,540 | $3,314 | 4.6% | |
| Payroll taxes | $316,202 | $237,152 | $75,888 | $3,162 | 4.4% | |
| Other (as described) | UTILITIES | $294,435 | $220,826 | $73,609 | - | 4.1% |
| Interest | $243,660 | $182,745 | $60,915 | - | 3.4% | |
| Other (as described) | BOOKS & INSTRUCTIONAL MATERIAL | $243,626 | $243,626 | - | - | 3.4% |
| Other (as described) | REPAIRS AND MAINTENANCE | $213,037 | $159,778 | $53,259 | - | 2.9% |
| Pay: officers, directors, trustees, key employees | $201,376 | $151,032 | $48,330 | $2,014 | 2.8% | |
| Other (as described) | OTHER OVERHEAD | $190,426 | $95,213 | $95,213 | - | 2.6% |
| Fees: other services | $165,711 | $141,010 | $24,701 | - | 2.3% | |
| Insurance | $103,749 | $93,374 | $10,375 | - | 1.4% | |
| Advertising and promotion | $85,985 | - | $85,985 | - | 1.2% | |
| Fees: accounting | $20,372 | - | $20,372 | - | 0.3% | |
| Fundraising events Event | direct expenses; gross income $214,930 | $90,704 | reported apart | |||
| Total | $7,262,891 | 100% |
2012 · Form 990 · $7,082,733 spent · pay $4,125,581 · grants $0 · events $115,837
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $3,643,547 | $2,732,664 | $874,453 | $36,430 | 51.4% | |
| Depreciation and depletion | $692,091 | $519,068 | $173,023 | - | 9.8% | |
| Interest | $416,160 | $312,120 | $104,040 | - | 5.9% | |
| Other employee benefits | $364,979 | $273,734 | $87,595 | $3,650 | 5.2% | |
| Occupancy | $362,352 | $181,176 | $181,176 | - | 5.1% | |
| All other expenses | $323,803 | $268,781 | $55,022 | - | 4.6% | |
| Other (as described) | UTILITIES | $266,620 | $199,965 | $66,655 | - | 3.8% |
| Fees: other services | $229,435 | $137,160 | $92,275 | - | 3.2% | |
| Other (as described) | BOOKS & INSTRUCTIONAL MATERIAL | $208,602 | $208,602 | - | - | 2.9% |
| Other (as described) | REPAIRS AND MAINTENANCE | $198,583 | $148,937 | $49,646 | - | 2.8% |
| Pay: officers, directors, trustees, key employees | $117,055 | $87,791 | $28,093 | $1,171 | 1.7% | |
| Insurance | $104,461 | $94,015 | $10,446 | - | 1.5% | |
| Other (as described) | ATHLETIC EXPENSES | $83,891 | $83,891 | - | - | 1.2% |
| Advertising and promotion | $55,154 | - | $55,154 | - | 0.8% | |
| Fees: accounting | $16,000 | - | $16,000 | - | 0.2% | |
| Fundraising events Event | direct expenses; gross income - | $115,837 | reported apart | |||
| Total | $7,082,733 | 100% |
Federal grants and contracts
Awards from USAspending.gov to a recipient with this organization's name and zip code. Obligations by federal fiscal year (October to September); each award links to its page on usaspending.gov.
| Fiscal year | Grants and other assistance | Contracts | Awards |
|---|---|---|---|
| 2021 | $0 | $0 | 1 |
| 2020 | $10,000 | $0 | 3 |
Largest awards · 1 shown
| Year | Agency | Kind | Program | Description | Obligated |
|---|---|---|---|---|---|
| 2020 | Small Business Administration | Grant or other assistance | ECONOMIC INJURY DISASTER LOAN EMERGENCY ADVANCE 59.072 | ECONOMIC INJURY DISASTER GRANT | $10,000 |
State business registration
- PALM VALLEY SCHOOL CA, Employee benefit plan sponsor (Form 5500), Filed for plan year 2022
The same business name in the same state, from the state’s official registry data.
Also on this site Fuzzy
| Record | Name as filed | Where | Dataset | Matched by |
|---|---|---|---|---|
| Plan sponsor | PALM VALLEY SCHOOL | CA | Form 5500 (employee benefit plans) | EIN (EXACT) |
Matched by name (and state) or EIN only; a shared name is not proof of the same person or organization.
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