MARLBOROUGH SCHOOL: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MARLBOROUGH SCHOOL (EIN 95-2816435)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-09
- IRS object ID
- 202421309349305152
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-09T16:20:48-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 CAMINO RAMON STE 350 | AddressLine1Txt |
| City | SAN RAMON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 945835004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952816435 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARLBOROUGH SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARL | BusinessNameControlTxt |
| Phone | 3239351147 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 SOUTH ROSSMORE AVENUE | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90004 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NICK HERNANDEZ | PersonNm |
| Person Title | ASSO. HEAD OF FINANCE & ADMIN. | PersonTitleTxt |
| Phone | 3239351147 | PhoneNum |
| Signature | 2024-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | NICK | PersonFirstNm |
| Person Last | HERNANDEZ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATY BROWN | PreparerPersonNm |
| PTIN | P00650274 | PTIN |
| Phone | 9257902600 | PhoneNum |
| Preparation | 2024-05-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JENNIFER CICCARELLI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 SOUTH ROSSMORE AVENUE | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $39,219,443 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MARLBOROUGHSCHOOL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1889 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | MARLBOROUGH SCHOOL IS AN INDEPENDENT, URBAN DAY SCHOOL SERVING A DIVERSE GROUP OF WOMEN. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 333 | TotalEmployeeCnt |
| Total Volunteers | 80 | TotalVolunteersCnt |
| Total Gross UBI | -$18,727 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,164,095 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,525,792 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $29,510,300 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $31,342,589 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,522,967 | PYInvestmentIncomeAmt |
| CY Investment Income | -$171,490 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$103,795 | PYOtherRevenueAmt |
| CY Other Revenue | -$117,792 | CYOtherRevenueAmt |
| PY Total Revenue | $36,093,567 | PYTotalRevenueAmt |
| CY Total Revenue | $34,579,099 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,818,900 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,120,089 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $20,076,230 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $20,405,884 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $46,611 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $53,583 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,982,700 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $16,882,199 | PYOtherExpensesAmt |
| CY Other Expenses | $16,366,247 | CYOtherExpensesAmt |
| PY Total Expenses | $40,823,940 | PYTotalExpensesAmt |
| CY Total Expenses | $40,945,803 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$4,730,373 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$6,366,704 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $203,879,700 | TotalAssetsBOYAmt |
| Total Assets EOY | $202,384,700 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $63,066,100 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $59,939,800 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $140,813,600 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $142,444,900 | NetAssetsOrFundBalancesEOYAmt |
| Mission | MARLBOROUGH SCHOOL, FOUNDED IN 1889, IS AN INDEPENDENT, URBAN DAY SCHOOL FOR YOUNG WOMEN. THE SCHOOL DELIVERS A SUPERIOR COLLEGE PREPARATORY EDUCATION TO APPROXIMATELY 530 STUDENTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $34,077,489 | ExpenseAmt |
| Grant | $4,120,089 | GrantAmt |
| Revenue | $31,342,589 | RevenueAmt |
| Desc | MARLBOROUGH SCHOOL, FOUNDED IN 1889, IS AN INDEPENDENT, URBAN DAY SCHOOL SERVING A DIVERSE GROUP OF YOUNG WOMEN, GRADES 7 THROUGH 12. THE SCHOOL IS LOCATED IN THE HANCOCK PARK AREA OF LOS ANGELES, CALIFORNIA. THE SCHOOL IS COMMITTED TO DELIVERING A SUPERIOR COLLEGE PREPARATORY EDUCATION IN AN ENVIRONMENT IMBUED WITH HIGH ETHICAL VALUES. MARLBOROUGH'S VISION OF THE FUTURE IS A WORLD WHERE EQUITY LEADS EDUCATION. BY CREATING THE CONDITIONS IN WHICH LEARNING SPARKS PURPOSE, MARLBOROUGH BOLDLY SEEKS TO REDEFINE EXCELLENCE AND HELP INSPIRE ITS STUDENTS TO DISCOVER WHO THEY ARE, TO ENGAGE DEEPLY IN THEIR STUDIES, TO EMBRACE THEIR COMMUNITIES, AND TO LEAD LIVES OF PURPOSE. DURING THE 2022-2023 YEAR, THE SCHOOL HAD APPROXIMATELY 530 STUDENTS. | Desc |
| Total Program Service Expenses | $34,077,489 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 132 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 333 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN AMUSSEN CONTROLLERBUSINESS MANAGER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3239648433 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 SOUTH ROSSMORE AVENUE | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90004 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| PRISCILLA SANDS | ||||||||
| FORMER HEAD OF SCHOOL (THRU 6/22) | 50.00 | Yes (X) | $1,046,946 | $0 | $142,179 | |||
| NICOLA HERNANDEZ | ||||||||
| ASSOC. HEAD OF FINANCE & ADMIN | 50.00 | $409,232 | $0 | $179,864 | Yes (X) | |||
| JENNIFER CICCARELLI | ||||||||
| HEAD OF SCHOOL | 50.00 | $241,986 | $0 | $146,168 | Yes (X) | |||
| SEAN FITTS | ||||||||
| DIRECTOR OF MIDDLE SCHOOL | 50.00 | $229,103 | $0 | $31,955 | Yes (X) | |||
| JAWAAN WALLACE | ||||||||
| DIRECTOR OF ENROLLMENT MANAGEMENT | 50.00 | $205,418 | $0 | $23,359 | Yes (X) | |||
| SHEILA PAULEY | ||||||||
| DIRECTOR OF ATHLETICS | 50.00 | $204,198 | $0 | $21,004 | Yes (X) | |||
| MARISA CRANDALL | ||||||||
| DIRECTOR EDUCATIONAL & COUNSELING SERVICES | 50.00 | $196,605 | $0 | $14,197 | Yes (X) | |||
| REGINA ROSI MICHELL | ||||||||
| DIRECTOR OF CEI | 50.00 | $194,828 | $0 | $12,400 | Yes (X) | |||
| ART OCHOA | ||||||||
| PRESIDENT | 2.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| MISSY MINGST KOLSKY | ||||||||
| VICE-PRESIDENT | 2.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| KATHARINE KRIEGER | ||||||||
| TREASURER | 2.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| DOROTHY C KIM | ||||||||
| SECRETARY | 2.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| ERAKA BATH | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| ALAN BERNSTEIN | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| LAURA BRILL | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| KATHERINE H BURFORD | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| ROBERT HART | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| MALCOLM JOHNSON | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| DOLLY KLOCK | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| MICHAEL KONG | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| FRANCINE LANE | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| ANDREA NELSON MEIGS | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| CATHERINE OHR | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| SALADIN PATTERSON | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| MIRANDA PAYNE | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| BRIAN POTIKER | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| JAYE TOELLNER ROGOVIN | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| MARLA RYAN | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| ELAINE PAUL SEIDEL | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| MATTHEW WALDEN | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| JANA WINOGRADE | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,728,316 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $571,126 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 74 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DEL AMO CONSTRUCTION | |||||
| 23840 MADISON STREET | TORRANCE | CA | 90505 | CONSTRUCTION -CASWELL | $1,578,400 |
| PROFESSIONAL SECURITY CONSULTANTS | |||||
| 11454 SAN VICENTE BLVD 2ND FL | LOS ANGELES | CA | 90049 | SECURITY SERVICES | $827,126 |
| SAGE DINING SERVICES | |||||
| 1402 YORK ROAD | LUTHERVILLE | MD | 21093 | CATERING SERVICES - CAFETERIA | $799,537 |
| ABM SERVICES | |||||
| PO BOX 52609 | LOS ANGELES | CA | 90074 | JANITORIAL SERVICES | $633,822 |
| TUMBLEWEED TRANSPORTATION | |||||
| PO BOX 49291 | LOS ANGELES | CA | 90049 | BUS SERVICES | $591,367 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 25 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $7,992 | FundraisingAmt |
| All Other Contributions | $3,517,800 | AllOtherContributionsAmt |
| Noncash Contributions | $228,756 | NoncashContributionsAmt |
| Total Contributions | $3,525,792 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION & FEES | 611110 | $28,036,189 | $28,036,189 |
| AUXILIARY SERVICES | 611110 | $3,306,400 | $3,306,400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $31,342,589 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,151,443 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$18,727 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,170,170 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $676,559 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $729,559 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$53,000 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$53,000 | TotalRevenueColumnAmt |
| Exclusion | -$53,000 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,522,900 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,845,833 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$1,322,933 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,322,933 | TotalRevenueColumnAmt |
| Exclusion | -$1,322,933 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $160 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $7,992 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $64,952 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$64,792 | TotalRevenueColumnAmt |
| Exclusion | -$64,792 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $34,579,099 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $31,342,589 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$18,727 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$270,555 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,120,089 | TotalAmt |
| Program Services | $4,120,089 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,142,998 | TotalAmt |
| Program Services | $236,019 | ProgramServicesAmt |
| Management And General | $546,693 | ManagementAndGeneralAmt |
| Fundraising | $360,286 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,613,179 | TotalAmt |
| Program Services | $13,532,301 | ProgramServicesAmt |
| Management And General | $1,411,181 | ManagementAndGeneralAmt |
| Fundraising | $669,697 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $836,682 | TotalAmt |
| Program Services | $718,704 | ProgramServicesAmt |
| Management And General | $74,491 | ManagementAndGeneralAmt |
| Fundraising | $43,487 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,587,385 | TotalAmt |
| Program Services | $1,281,648 | ProgramServicesAmt |
| Management And General | $213,202 | ManagementAndGeneralAmt |
| Fundraising | $92,535 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,225,640 | TotalAmt |
| Program Services | $1,010,890 | ProgramServicesAmt |
| Management And General | $151,166 | ManagementAndGeneralAmt |
| Fundraising | $63,584 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,094 | TotalAmt |
| Program Services | $17,547 | ProgramServicesAmt |
| Management And General | $15,952 | ManagementAndGeneralAmt |
| Fundraising | $1,595 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,273 | TotalAmt |
| Management And General | $155,273 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,583 | TotalAmt |
| Fundraising | $53,583 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $314,914 | TotalAmt |
| Management And General | $314,914 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,548,010 | TotalAmt |
| Program Services | $1,190,312 | ProgramServicesAmt |
| Management And General | $323,907 | ManagementAndGeneralAmt |
| Fundraising | $33,791 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,195 | TotalAmt |
| Program Services | $4,989 | ProgramServicesAmt |
| Management And General | $30,206 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $797,207 | TotalAmt |
| Program Services | $259,663 | ProgramServicesAmt |
| Management And General | $404,203 | ManagementAndGeneralAmt |
| Fundraising | $133,341 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $444,187 | TotalAmt |
| Program Services | $254,982 | ProgramServicesAmt |
| Management And General | $172,005 | ManagementAndGeneralAmt |
| Fundraising | $17,200 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,764,098 | TotalAmt |
| Program Services | $3,391,968 | ProgramServicesAmt |
| Management And General | $297,704 | ManagementAndGeneralAmt |
| Fundraising | $74,426 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $275,986 | TotalAmt |
| Program Services | $211,369 | ProgramServicesAmt |
| Management And General | $45,792 | ManagementAndGeneralAmt |
| Fundraising | $18,825 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $291,049 | TotalAmt |
| Program Services | $159,699 | ProgramServicesAmt |
| Management And General | $102,673 | ManagementAndGeneralAmt |
| Fundraising | $28,677 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $651,095 | TotalAmt |
| Program Services | $585,985 | ProgramServicesAmt |
| Management And General | $52,088 | ManagementAndGeneralAmt |
| Fundraising | $13,022 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,744,529 | TotalAmt |
| Program Services | $3,370,076 | ProgramServicesAmt |
| Management And General | $299,562 | ManagementAndGeneralAmt |
| Fundraising | $74,891 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $385,696 | TotalAmt |
| Program Services | $141,692 | ProgramServicesAmt |
| Management And General | $240,855 | ManagementAndGeneralAmt |
| Fundraising | $3,149 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CURRICULUM AND STUDENT | $2,295,675 | $2,295,675 | ||
| STUDENT TRANSPORTATION | $896,857 | $896,660 | $158 | $39 |
| DONOR AND COMMUNITY REL | $295,286 | $295,286 | ||
| SUMMER PROGRAM - CURRIC | $158,738 | $158,738 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $277,358 | TotalAmt |
| Program Services | $238,483 | ProgramServicesAmt |
| Management And General | $33,589 | ManagementAndGeneralAmt |
| Fundraising | $5,286 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,945,803 | TotalAmt |
| Program Services | $34,077,489 | ProgramServicesAmt |
| Management And General | $4,885,614 | ManagementAndGeneralAmt |
| Fundraising | $1,982,700 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $724 | BOYAmt |
| EOY | $1,812 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,839,476 | BOYAmt |
| EOY | $22,183,388 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,367,500 | BOYAmt |
| EOY | $1,452,400 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,357,500 | BOYAmt |
| EOY | $10,625,900 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,931 | BOYAmt |
| EOY | $48,498 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $498,269 | BOYAmt |
| EOY | $855,802 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $151,254,767 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $45,432,012 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,346,100 | BOYAmt |
| EOY | $105,822,755 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,643,587 | BOYAmt |
| EOY | $15,600,421 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,592,613 | BOYAmt |
| EOY | $45,593,724 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200,000 | BOYAmt |
| EOY | $200,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $203,879,700 | BOYAmt |
| EOY | $202,384,700 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,662,900 | BOYAmt |
| EOY | $4,789,700 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,868,900 | BOYAmt |
| EOY | $25,223,400 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,959,300 | BOYAmt |
| EOY | $24,351,700 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,575,000 | BOYAmt |
| EOY | $5,575,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,066,100 | BOYAmt |
| EOY | $59,939,800 | 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 | $79,635,500 | BOYAmt |
| EOY | $78,667,700 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,178,100 | BOYAmt |
| EOY | $63,777,200 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,813,600 | BOYAmt |
| EOY | $142,444,900 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $203,879,700 | BOYAmt |
| EOY | $202,384,700 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$6,366,704 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $8,060,704 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$62,700 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $200,000 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $63,903,700 | BeginningYearBalanceAmt |
| Contributions | $802,400 | ContributionsAmt |
| Investment Earnings Or Losses | $7,222,800 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,088,500 | OtherExpendituresAmt |
| End Year Balance | $68,840,400 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $73,546,700 | BeginningYearBalanceAmt |
| Contributions | $843,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$8,007,100 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,478,900 | OtherExpendituresAmt |
| End Year Balance | $63,903,700 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $60,886,700 | BeginningYearBalanceAmt |
| Contributions | $1,306,600 | ContributionsAmt |
| Investment Earnings Or Losses | $13,401,700 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,048,300 | OtherExpendituresAmt |
| End Year Balance | $73,546,700 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $49,034,300 | BeginningYearBalanceAmt |
| Contributions | $10,630,300 | ContributionsAmt |
| Investment Earnings Or Losses | $3,400,800 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,178,700 | OtherExpendituresAmt |
| End Year Balance | $60,886,700 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $49,997,800 | BeginningYearBalanceAmt |
| Contributions | $2,103,300 | ContributionsAmt |
| Investment Earnings Or Losses | $1,868,300 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,935,100 | OtherExpendituresAmt |
| End Year Balance | $49,034,300 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.11973 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.33512 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.54515 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $10,324,137 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $7,726,122 | OtherCostOrOtherBasisAmt |
| Book Value | $18,050,259 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $13,398,934 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $91,912,244 | OtherCostOrOtherBasisAmt |
| Depreciation | $32,481,215 | DepreciationAmt |
| Book Value | $72,829,963 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,661,043 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,401,189 | DepreciationAmt |
| Book Value | $1,259,854 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,232,287 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,549,608 | DepreciationAmt |
| Book Value | $13,682,679 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $105,822,755 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENTS IN PASS THROUGHS | Desc |
| Book Value | $45,593,724 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $45,593,724 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $38,142,100 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $8,060,704 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$4,182,789 | OtherRevenueAmt |
| Revenue Not Reported | $3,877,915 | RevenueNotReportedAmt |
| Revenue Subtotal | $34,264,185 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $314,914 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $314,914 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $34,579,099 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $36,510,800 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $36,510,800 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $314,914 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $4,120,089 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $4,435,003 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $40,945,803 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE SCHOOL POSSESSES TWO SCULPTURES WHICH WERE DONATED TO THE SCHOOL FOR THE PURPOSE OF PUBLIC DISPLAY. |
| PART V, LINE 4: | THE SCHOOL INTENDS TO HOLD THE ENDOWMENT FUNDS IN PERPETUITY, USING EARNINGS FROM THE FUNDS TO HELP SUPPORT FINANCIAL AID, EMPLOYEE COMPENSATION, AND STUDENT PROGRAMS AS DESIGNATED BY DONORS. |
| PART X, LINE 2: | THE SCHOOL IS A QUALIFIED SCHOOL EXEMPT FROM FEDERAL INCOME AND CALIFORNIA FRANCHISE TAXES UNDER THE PROVISIONS OF SECTIONS 501(C)(3) OF THE INTERNAL REVENUE CODE AND 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE RESPECTIVELY. THE SCHOOL HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT, AS OF JUNE 30, 2023 THE SCHOOL DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FINANCIAL AID -4,120,089. CHANGE IN VALUATION OF SPLIT-INTEREST AGREEMENT -62,700. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 4,120,089. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | PER REV. PROC. 2019-22 A PRIVATE SCHOOL MAY SATISFY THIS REQUIREMENT BY USING ITS INTERNET WEBSITE. MARLBOROUGH SCHOOL PROVIDES A NOTICE OF NONDISCRIMINATORY POLICY AS TO STUDENTS AT THE BOTTOM OF ITS WEBSITE LANDING PAGE AT ALL TIMES. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GIVECAMPUS INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 M ST SE STE 233 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20003 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CROWD FUNDING & FUNDRAISING PLATFORM | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $1,031,594 | GrossReceiptsAmt |
| Retained By Contractor | $53,583 | RetainedByContractorAmt |
| Net To Organization | $978,011 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $1,031,594 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $53,583 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $978,011 | TotalNetToOrganizationAmt |
| Licensed States | CA | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FINANCIAL AID | GrantTypeTxt |
| Recipient | 121 | RecipientCnt |
| Non Cash Assistance | $4,120,089 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | DIRECT CREDIT TO STUDENT ACCOUNT | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE BOARD OF TRUSTEES IS RESPONSIBLE FOR THE REVIEW OF POLICIES GOVERNING FINANCIAL AID FOR STUDENTS IN THE SCHOOL. THE FINANCIAL AID COMMITTEE IS RESPONSIBLE FOR RECOMMENDING CHANGES IN POLICY TO THE BOARD FOR ITS CONSIDERATION, AS WELL AS DETERMINING THE DISTRIBUTION OF BUDGETED FINANCIAL AID FUNDS AMONG QUALIFIED APPLICANTS AND AMONG COMPETING NEEDS. THE COMMITTEE REPORTS TO THE BOARD ON A REGULAR BASIS REGARDING THE FINANCIAL AID PROCESS AND AWARD DECISIONS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PRISCILLA SANDS | ||||||||||||||
| FORMER HEAD OF SCHOOL (THRU 6/22) | $478,388 | $0 | $0 | $0 | $568,558 | $0 | $28,295 | $0 | $113,884 | $0 | $1,189,125 | $0 | $563,614 | $0 |
| NICOLA HERNANDEZ | ||||||||||||||
| ASSOC. HEAD OF FINANCE & ADMIN | $408,270 | $0 | $0 | $0 | $962 | $0 | $170,500 | $0 | $9,364 | $0 | $589,096 | $0 | $0 | $0 |
| JENNIFER CICCARELLI | ||||||||||||||
| HEAD OF SCHOOL | $241,986 | $0 | $0 | $0 | $0 | $0 | $24,400 | $0 | $121,768 | $0 | $388,154 | $0 | $0 | $0 |
| SEAN FITTS | ||||||||||||||
| DIRECTOR OF MIDDLE SCHOOL | $219,865 | $0 | $0 | $0 | $9,238 | $0 | $15,450 | $0 | $16,505 | $0 | $261,058 | $0 | $0 | $0 |
| JAWAAN WALLACE | ||||||||||||||
| DIRECTOR OF ENROLLMENT MANAGEMENT | $205,260 | $0 | $0 | $0 | $158 | $0 | $11,920 | $0 | $11,439 | $0 | $228,777 | $0 | $0 | $0 |
| SHEILA PAULEY | ||||||||||||||
| DIRECTOR OF ATHLETICS | $203,455 | $0 | $0 | $0 | $743 | $0 | $9,496 | $0 | $11,508 | $0 | $225,202 | $0 | $0 | $0 |
| MARISA CRANDALL | ||||||||||||||
| DIRECTOR EDUCATIONAL & COUNSELING SE | $196,202 | $0 | $0 | $0 | $403 | $0 | $13,739 | $0 | $458 | $0 | $210,802 | $0 | $0 | $0 |
| REGINA ROSI MICHELL | ||||||||||||||
| DIRECTOR OF CEI | $186,946 | $0 | $0 | $0 | $7,882 | $0 | $12,060 | $0 | $340 | $0 | $207,228 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE SCHOOL FURNISHES AN ON-CAMPUS RESIDENCE TO THE HEAD OF SCHOOL WHERE SHE RESIDES AS A CONDITION OF HER EMPLOYMENT FOR THE SCHOOL'S CONVENIENCE. HOUSECLEANING AND LANDSCAPING SERVICES TO MAINTAIN THE RESIDENCE ARE ALSO PROVIDED. DURING THE 2022 CALENDAR YEAR, TWO INDIVIDUALS SERVED AS HEADS OF SCHOOL FOR 6 MONTHS OF THE YEAR. THE APPROXIMATE VALUE OF NONTAXABLE BENEFITS WAS $104,000 PROVIDED TO EACH DURING THEIR TIME OF SERVICE. THESE AMOUNTS ARE INCLUDED IN COLUMN (D) NONTAXABLE BENEFITS. ALL OF THE AFOREMENTIONED ITEMS ARE NOT TREATED AS TAXABLE COMPENSATION. ALL EMPLOYEES ARE GIVEN A WELLNESS BENEFIT OF $300 THAT IS NONTAXABLE. THE HEAD OF SCHOOL RECEIVES HOUSEKEEPING SERVICES, AS REASONABLY NEEDED, IN CONNECTION WITH THE RESIDENCE OWNED BY THE SCHOOL WHICH THE HEAD OF SCHOOL OCCUPIES THAT IS EXTENSIVELY USED FOR SCHOOL RELATED FUNCTIONS. |
| PART I, LINE 4B | NICOLA HERNANDEZ, PARTICIPATES IN THE SCHOOL'S SEC. 457(F) DEFERRED COMPENSATION PLAN. DURING THE CALENDAR YEAR 2022, $150,000 WAS ACCRUED IN HIS SEC. 457(F) PLAN. THE FORMER HEAD OF SCHOOL, PRISCILLA SANDS, RECEIVED $563,614 IN 457(F) VESTING, WHICH IS INCLUDED IN TAXABLE WAGES AND REPORTED ON SCHEDULE J, PART II, COLUMN B(III). |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA INFRASTRUCTURE AND ECONOMIC DEVELOPMENT BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 630304653 | BondIssuerEIN |
| Bond Issued | 2020-06-25 | BondIssuedDt |
| Issue Price | $33,530,721 | IssuePriceAmt |
| Purpose | BUILDINGS AND STRUCTURES, RELATED WORKING CAPITAL | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $6,872,101 | RetiredAmt |
| Total Proceeds | $31,676,721 | TotalProceedsAmt |
| Capital Expenditures | $8,146,000 | CapitalExpendituresAmt |
| Other Spent Proceeds | $23,530,721 | OtherSpentProceedsAmt |
| Substantial Completion | 2021 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 12 | ContributionCnt |
| Noncash Contributions Rpt F990 | $196,747 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | MEALS & BEVERAGES | Desc |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $32,009 | NoncashContributionsRptF990Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THIS NUMBER REFLECTS THE NUMBER OF CONTRIBUTIONS, NOT THE NUMBER OF ITEMS CONTRIBUTED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | MARLBOROUGH SCHOOL AMENDED ITS BYLAWS OF THE CORPORATION ON JANUARY 12, 2023.THE FOLLOWING ARE SIGNIFICANT CHANGES: - A SECTION ON DEDICATION OF ASSETS TO CLARIFY THAT SUCH ASSETS ARE IRREVOCABLE AND DEDICATED TO CHARITABLE PURPOSES. - CLARIFICATION OF THE TERM "TRUSTEE" TO BE SYNONYMOUS WITH "DIRECTOR," AS RECOGNIZED IN THE CALIFORNIA CORPORATIONS CODE. - CLARIFICATION OF THE POWERS OF THE TRUSTEES REGARDING CONDUCT, MANAGEMENT, AND CONTROL OF THE AFFAIRS OF THE CORPORATION, INCLUDING SELF-DEALING TRANSACTIONS, ACQUISITION AND DISSOLUTION OF ASSETS, AND ASSUMPTION OF OBLIGATIONS TO ENTER INTO CONTRACTS AND TAKE ACTION ACCORDING TO CORPORATE PURPOSE. - CLARIFICATION OF SELECTION AND TERM OF OFFICE TO INCLUDE REMOVAL OF NON-RESIDENT TRUSTEES OF LOS ANGELES, CALIFORNIA, AS WELL AS MODIFICATIONS THAT ALLOW FOR THE ELECTION OF TRUSTEES AT SPECIAL MEETINGS. - CLARIFICATION OF THE ESTABLISHMENT AND LIMITATION OF AUTHORITY IN RELATION TO BOARD COMMITTEES, SUBCOMMITTEES, AND ADHOC TASK FORCES. REPLACEMENT OF THE TERM BOARD "PRESIDENT" WITH BOARD "CHAIRPERSON." - CLARIFICATION OF THE ROLE OF CHIEF FINANCIAL OFFICER (CFO) TO REFLECT THAT THE ASSOCIATE HEAD OF FINANCE AND ADMINISTRATION IS THE CFO AND THAT THE POSITION IS APPOINTED BY THE HEAD OF SCHOOL. - CLARIFICATION OF THE ROLE OF HEAD OF SCHOOL TO MAKE CLEAR THAT THE HEAD OF SCHOOL (AND NOT THE BOARD CHAIRPERSON) SERVES AS PRESIDENT AND CEO OF THE SCHOOL. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE SCHOOL'S AUDIT COMMITTEE OF THE BOARD OF TRUSTEES FIRST REVIEWS THE FORM 990 IN DETAIL, THEN PRESENTS IT TO THE FULL BOARD OF TRUSTEES. THE 990 IS POSTED TO THE SECURE PORTAL FOR TRUSTEES TO VIEW IN ADVANCE OF THE FULL BOARD DISCUSSION. THE FORM 990 IS ALSO AVAILABLE IN THE HEAD OF SCHOOL'S OFFICE AND THE BUSINESS OFFICE TO BE REVIEWED IN DETAIL BY ANY TRUSTEE. THE DONOR INFORMATION (SCHEDULE B) IS ONLY REVIEWED BY THE HEAD OF SCHOOL, ASSOCIATE HEAD FOR FINANCE AND ADMINISTRATION, CONTROLLER/BUSINESS MANAGER, AND DIRECTOR OF ADVANCEMENT. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, EACH EMPLOYEE AND EACH MEMBER OF THE BOARD OF TRUSTEES, IS REQUIRED TO COMPLETE A CONFLICT OF INTEREST FORM. ADDITIONALLY, AT LEAST ONCE DURING THE SCHOOL YEAR, THE HEAD OF SCHOOL REMINDS ALL EMPLOYEES OF THE POLICY ALONG WITH A REMINDER TO REPORT ANY GIFTS THAT MAY BE CONSIDERED A CONFLICT OF INTEREST. FINALLY, AT LEAST ONCE A YEAR, THE HEAD OF SCHOOL REPORTS TO THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES ON ANY POTENTIAL CONFLICTS AND HOW THEY HAVE BEEN HANDLED. |
| FORM 990, PART VI, SECTION B, LINE 15 | FOR THE HEAD OF SCHOOL, AN ANNUAL SAFE HARBORS ANALYSIS IS PERFORMED EVERY YEAR BY A CONSULTANT, WHICH INCLUDES A COMPREHENSIVE COMPARISON OF THE HEAD OF SCHOOL'S OVERALL COMPENSATION PACKAGE TO SIMILAR NATIONAL AND LOCAL SCHOOLS TO ENSURE COMPLIANCE WITH THE IRS'S INTERMEDIATE SANCTIONS RULE. THE SAFE HARBORS ANALYSIS IS REVIEWED BY THE PRESIDENT AND VICE PRESIDENT OF THE BOARD OF TRUSTEES AND SHARED WITH OFFICERS OF THE BOARD AND/OR THE EXECUTIVE COMMITTEE AS NEEDED. FOR KEY EMPLOYEES, SCHEDULES ARE CREATED COMPARING SALARIES OF PERSONS IN SIMILAR POSITIONS AT OTHER SCHOOLS. THIS IS PROVIDED TO THE HEAD OF SCHOOL, WHO THEN DETERMINES COMPENSATION FOR EACH KEY EMPLOYEE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE SCHOOL MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ONLY UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUATION OF SPLIT-INTEREST AGREEMENT -62,700. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUSTS ( 1 ) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | INVESTMENTS | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | T | EntityTypeTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |