VILLAGE SCHOOL INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- VILLAGE SCHOOL INC (EIN 95-4060392)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-04-27
- IRS object ID
- 202311179349301016
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-27T09:58:50-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | 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 | 12657 ALCOSTA BLVD STE 500 | AddressLine1Txt |
| City | SAN RAMON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 945834600 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954060392 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VILLAGE SCHOOL INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VILL | BusinessNameControlTxt |
| Phone | 3104598411 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 780 SWARTHMORE AVENUE | AddressLine1Txt |
| City | PACIFIC PALISADES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90272 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VANCE ITO | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 3104598411 | PhoneNum |
| Signature | 2023-04-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | VANCE | PersonFirstNm |
| Person Last | ITO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATY BROWN | PreparerPersonNm |
| PTIN | P00650274 | PTIN |
| Phone | 9257902600 | PhoneNum |
| Preparation | 2023-04-26 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | VANCE ITO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 780 SWARTHMORE AVENUE | AddressLine1Txt |
| City | PACIFIC PALISADES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90272 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,964,333 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | VILLAGE-SCHOOL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1977 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THE SCHOOL PROVIDES EDUCATIONAL SERVICES FROM TRANSITIONAL KINDERGARTEN THROUGH 6TH GRADE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 89 | TotalEmployeeCnt |
| Total Volunteers | 80 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,190,247 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,788,286 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $10,154,340 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $10,689,939 | CYProgramServiceRevenueAmt |
| PY Investment Income | $586,791 | PYInvestmentIncomeAmt |
| CY Investment Income | $334,530 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$34,979 | PYOtherRevenueAmt |
| CY Other Revenue | -$115,809 | CYOtherRevenueAmt |
| PY Total Revenue | $11,896,399 | PYTotalRevenueAmt |
| CY Total Revenue | $12,696,946 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $843,924 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $884,227 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,803,702 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,731,764 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $547,777 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,497,261 | PYOtherExpensesAmt |
| CY Other Expenses | $3,645,276 | CYOtherExpensesAmt |
| PY Total Expenses | $11,144,887 | PYTotalExpensesAmt |
| CY Total Expenses | $12,261,267 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $751,512 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $435,679 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $37,176,916 | TotalAssetsBOYAmt |
| Total Assets EOY | $36,344,407 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $9,939,306 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,458,587 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $27,237,610 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $25,885,820 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | VILLAGE SCHOOL, INC IS AN EDUCATIONAL INSTITUTION SERVING APPROXIMATELY 290 STUDENTS IN GRADES TRANSITIONAL KINDERGARTEN THROUGH SIXTH BY PROVIDING INSTRUCTION FOR THE PURPOSE OF IMPROVING AND DEVELOPING PRESENT CAPABILITIES. VILLAGE SCHOOL IS AN INCLUSIVE AND DYNAMIC LEARNING COMMUNITY THAT PREPARES ITS STUDENTS FOR SUCCESS. WE ENGAGE CHILDREN IN A CHALLENGING ACADEMIC CURRICULUM THAT BALANCES DEVELOPMENTAL AND TRADITIONAL PRINCIPLES OF EDUCATION AND EMBRACES A COMPREHENSIVE AND DIVERSE ENRICHMENT PROGRAM. VILLAGE SCHOOL FOSTERS EACH STUDENT'S SENSE OF SELF AND INSPIRES SOCIAL RESPONSIBILITY BY INTEGRATING EDUCATION INTO A STIMULATING LEARNING ENVIRONMENT. WE VALUE THE STRONG CONNECTION BETWEEN HOME AND SCHOOL THAT CHARACTERIZES OUR COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $8,850,105 | ExpenseAmt |
| Grant | $884,227 | GrantAmt |
| Revenue | $10,689,939 | RevenueAmt |
| Desc | THE SCHOOL PROVIDED EDUCATION FOR APPROXIMATELY 290 STUDENTS IN GRADES TRANSITIONAL KINDERGARTEN TO 6TH, INCLUDING 35 STUDENTS RECEIVING FINANCIAL AID AND 38 STUDENTS GRADUATING IN 6TH GRADE. | Desc |
| Total Program Service Expenses | $8,850,105 | 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 | 0 | 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 | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 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 | 0 | 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 | 18 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 89 | 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 | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 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 | VANCE ITO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3104598411 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 780 SWARTHMORE AVENUE | AddressLine1Txt |
| City | PACIFIC PALISADES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90272 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| SUZANNE GINESTRO | |||||||||
| TRUSTEE, CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| GINA COTTER | |||||||||
| TRUSTEE, TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| BRAD HAAS | |||||||||
| TRUSTEE, TREASURER (THRU 06/22) | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JEFF RICHARDSON | |||||||||
| TRUSTEE, SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| RICHARD JENNINGS | |||||||||
| TRUSTEE (THRU 06/22) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CAMERON BROUMAND | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ASHLEY MOONEY | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SHERI GREEN | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JACQUELINE LANDRY | |||||||||
| TRUSTEE (THRU 06/22) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DANIEL WEINBERGER | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOEL FARAR | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL NOHAILE | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DESIRAE SHEPARD | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| PAUL ARENSON | |||||||||
| TRUSTEE (THRU 06/22) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MALCOLM DARRELL | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SAM GRAYELI | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| EMILY PARK | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| AMY GOLDSMITH | |||||||||
| TRUSTEE (AS OF 07/21) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LEAH KARLOV | |||||||||
| TRUSTEE (AS OF 07/21) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| OLIVIA KELLY | |||||||||
| TRUSTEE (AS OF 07/21) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOEL MONTMINY | |||||||||
| TRUSTEE (AS OF 07/21) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| BRETT THOMAS | |||||||||
| TRUSTEE (AS OF 07/21) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN EVANS | |||||||||
| HEAD OF SCHOOL | 40.00 | Yes (X) | $415,781 | $0 | $40,996 | ||||
| VANCE ITO | |||||||||
| CFO | 40.00 | Yes (X) | $125,829 | $0 | $14,659 | ||||
| CAROLINE BYFIELD | |||||||||
| PRINCIPAL | 40.00 | $181,661 | $0 | $21,850 | Yes (X) | ||||
| EDWIN PLEITEZ | |||||||||
| DIRECTOR OF INFORMATION TECHNOLOGY | 40.00 | $130,682 | $0 | $18,344 | Yes (X) | ||||
| CHRISTINE EAVES | |||||||||
| TEACHER | 40.00 | $125,018 | $0 | $18,183 | Yes (X) | ||||
| ALEXANDER LEE | |||||||||
| DIRECTOR OF ADMISSIONS | 40.00 | $127,700 | $0 | $12,898 | Yes (X) | ||||
| MAUREEN DESSUREAULT | |||||||||
| TEACHER | 40.00 | $114,138 | $0 | $18,859 | Yes (X) | ||||
| KENZO BERGERON | |||||||||
| DIRECTOR OF TEACHING, LEARNING, EQUITY & INCLUSION | 40.00 | $114,659 | $0 | $15,753 | Yes (X) | ||||
| MANUEL PARDO | |||||||||
| FORMER CFO (THRU 06/21) | 40.00 | $139,824 | $0 | $13,711 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,475,292 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $175,253 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | 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 |
|---|---|---|---|---|---|
| MISSION SCHOOL TRANSPORTATION | |||||
| PO BOX 51691 | LOS ANGELES | CA | 900515991 | BUS TRANSPORTATION | $231,754 |
| APPLE | |||||
| PO BOX 846095 | DALLAS | TX | 752846095 | COMPUTERS | $141,360 |
| LANDSCAPE STRUCTURES | |||||
| SOS 12-0395 PO BOX 86 | MINNEAPOLIS | MN | 554860395 | LANDSCAPING | $122,535 |
| FRANKLIN GLOBAL | |||||
| 200 S WILCOX ST STE 320 | CASTLE ROCK | CO | 80104 | SECURITY SERVICES | $117,493 |
| RIOS GRANDE MAINTENANCE | |||||
| 4117 INGLEWOOD BLVD | LOS ANGELES | CA | 90066 | JANITORIAL | $116,850 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $768,573 | FundraisingAmt |
| All Other Contributions | $1,019,713 | AllOtherContributionsAmt |
| Noncash Contributions | $191,496 | NoncashContributionsAmt |
| Total Contributions | $1,788,286 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611710 | $10,378,155 | $10,378,155 |
| AUXILIARY SERVICES | 611710 | $311,784 | $311,784 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $10,689,939 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $185,777 | TotalRevenueColumnAmt |
| Exclusion | $185,777 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $190,862 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $42,109 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $148,753 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $148,753 | TotalRevenueColumnAmt |
| Exclusion | $148,753 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $109,469 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $768,573 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $225,278 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$115,809 | TotalRevenueColumnAmt |
| Exclusion | -$115,809 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,696,946 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,689,939 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $218,721 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $884,227 | TotalAmt |
| Program Services | $884,227 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $911,874 | TotalAmt |
| Program Services | $207,137 | ProgramServicesAmt |
| Management And General | $704,737 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,524,749 | TotalAmt |
| Program Services | $3,717,794 | ProgramServicesAmt |
| Management And General | $1,530,998 | ManagementAndGeneralAmt |
| Fundraising | $275,957 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $275,832 | TotalAmt |
| Program Services | $228,373 | ProgramServicesAmt |
| Management And General | $37,859 | ManagementAndGeneralAmt |
| Fundraising | $9,600 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $545,179 | TotalAmt |
| Program Services | $464,740 | ProgramServicesAmt |
| Management And General | $65,680 | ManagementAndGeneralAmt |
| Fundraising | $14,759 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $474,130 | TotalAmt |
| Program Services | $319,818 | ProgramServicesAmt |
| Management And General | $132,267 | ManagementAndGeneralAmt |
| Fundraising | $22,045 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,592 | TotalAmt |
| Management And General | $25,592 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,757 | TotalAmt |
| Management And General | $46,757 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,471 | TotalAmt |
| Management And General | $24,471 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,601 | TotalAmt |
| Program Services | $81,946 | ProgramServicesAmt |
| Management And General | $1,233 | ManagementAndGeneralAmt |
| Fundraising | $422 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $215,302 | TotalAmt |
| Program Services | $76,699 | ProgramServicesAmt |
| Management And General | $124,617 | ManagementAndGeneralAmt |
| Fundraising | $13,986 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $409,050 | TotalAmt |
| Program Services | $383,485 | ProgramServicesAmt |
| Management And General | $19,061 | ManagementAndGeneralAmt |
| Fundraising | $6,504 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,515 | TotalAmt |
| Program Services | $10,212 | ProgramServicesAmt |
| Management And General | $7,117 | ManagementAndGeneralAmt |
| Fundraising | $1,186 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $967,746 | TotalAmt |
| Program Services | $907,265 | ProgramServicesAmt |
| Management And General | $45,095 | ManagementAndGeneralAmt |
| Fundraising | $15,386 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,547 | TotalAmt |
| Program Services | $83,282 | ProgramServicesAmt |
| Management And General | $10,081 | ManagementAndGeneralAmt |
| Fundraising | $2,184 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| STUDENT ACTIVITIES | $1,139,208 | $1,139,208 | ||
| FACILITIES MAINTENANCE | $285,168 | $267,346 | $13,288 | $4,534 |
| ADVANCEM. AND FUNDR. | $172,785 | $172,785 | ||
| ADMINISTRATION EXPENSES | $161,534 | $78,573 | $74,532 | $8,429 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,261,267 | TotalAmt |
| Program Services | $8,850,105 | ProgramServicesAmt |
| Management And General | $2,863,385 | ManagementAndGeneralAmt |
| Fundraising | $547,777 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $488,829 | BOYAmt |
| EOY | $3,952,152 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,661,259 | BOYAmt |
| EOY | $251,366 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,388,751 | BOYAmt |
| EOY | $3,702,475 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $348,408 | BOYAmt |
| EOY | $315,456 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $31,093,975 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,574,453 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,208,171 | BOYAmt |
| EOY | $20,519,522 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,081,498 | BOYAmt |
| EOY | $7,603,436 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,176,916 | BOYAmt |
| EOY | $36,344,407 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $223,478 | BOYAmt |
| EOY | $548,952 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,715,828 | BOYAmt |
| EOY | $9,909,635 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,939,306 | BOYAmt |
| EOY | $10,458,587 | 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 | $26,666,747 | BOYAmt |
| EOY | $25,138,520 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $570,863 | BOYAmt |
| EOY | $747,300 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,237,610 | BOYAmt |
| EOY | $25,885,820 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,176,916 | BOYAmt |
| EOY | $36,344,407 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $435,679 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,787,469 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,626,116 | BeginningYearBalanceAmt |
| Contributions | $61,400 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,114,863 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $5,572,653 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,844,344 | BeginningYearBalanceAmt |
| Contributions | $263,041 | ContributionsAmt |
| Investment Earnings Or Losses | $1,518,731 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $6,626,116 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,026,385 | BeginningYearBalanceAmt |
| Contributions | $621,548 | ContributionsAmt |
| Investment Earnings Or Losses | $196,411 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $4,844,344 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,784,512 | BeginningYearBalanceAmt |
| Contributions | $57,745 | ContributionsAmt |
| Investment Earnings Or Losses | $184,128 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $4,026,385 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,251,277 | BeginningYearBalanceAmt |
| Contributions | $315,154 | ContributionsAmt |
| Investment Earnings Or Losses | $218,081 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $3,784,512 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,907,397 | OtherCostOrOtherBasisAmt |
| Book Value | $7,907,397 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $19,573,772 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,446,874 | DepreciationAmt |
| Book Value | $11,126,898 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,042,509 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,461,433 | DepreciationAmt |
| Book Value | $581,076 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,570,297 | OtherCostOrOtherBasisAmt |
| Depreciation | $666,146 | DepreciationAmt |
| Book Value | $904,151 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $20,519,522 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INVESTMENTS - PUBLIC TRADED SECURITIES | $3,554,174 | F |
| INVESTMENTS - ANGELES GLOBAL EQUITY OPPORTUNITIES FUND, LLC | $4,049,262 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $7,603,436 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $10,025,250 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,787,469 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$884,227 | OtherRevenueAmt |
| Revenue Not Reported | -$2,671,696 | RevenueNotReportedAmt |
| Revenue Subtotal | $12,696,946 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $12,696,946 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $11,377,040 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $11,377,040 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $884,227 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $884,227 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $12,261,267 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | APPROPRIATION OF ENDOWMENT ASSETS FOR EXPENDITURE WILL BE USED FOR GENERAL EDUCATIONAL PROGRAM SERVICES. |
| PART X, LINE 2: | THE SCHOOL IS A QUALIFIED ORGANIZATION 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, 2022, 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 AWARDED TO STUDENTS -884,227. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID AWARDED TO STUDENTS 884,227. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE SCHOOL'S RACIALLY NONDISCRIMINATORY POLICY IS MADE KNOWN TO ALL APPLICANTS AND IS PUBLISHED ON THE SCHOOL'S WEBSITE. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SPRING AUCTION | Event1Nm |
| Gross Receipts Event1 | $829,596 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $768,573 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $61,023 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $936 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $72,180 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $61,023 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $6,258 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $31,357 | OtherDirectExpensesEvent1Amt |
| Event2 | BOUTIQUE SALE & LETS PARTY | Event2Nm |
| Gross Receipts Event2 | $33,225 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $33,225 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $12,577 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $15,221 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $15,221 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $40,947 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $878,042 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $768,573 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $109,469 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $936 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $72,180 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $61,023 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $6,258 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $84,881 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $225,278 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$115,809 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FINANCIAL AID | GrantTypeTxt |
| Recipient | 35 | RecipientCnt |
| Non Cash Assistance | $884,227 | 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 | FINANCIAL AID IS GRANTED TO STUDENTS BASED ON FINANCIAL NEED AS DETERMINED BY THE FINANCIAL AID COMMITTEE, USING PARENTS' FINANCIAL INFORMATION FROM THE FINANCIAL AID FOR SCHOOL TUITION (FAST) FORMULA AND TAKING INTO ACCOUNT LIMITED FINANCIAL AID BUDGET FUNDS AVAILABLE IN ANY GIVEN YEAR. THE AMOUNT OF THE GRANT IS APPLIED TO THE STUDENTS' ACCOUNTS AS A DISCOUNT TO TUITION. GRANTS ARE AWARDED ON A NON-DISCRIMINATORY BASIS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN EVANS | ||||||||||||||
| HEAD OF SCHOOL | $327,500 | $0 | $20,000 | $0 | $68,281 | $0 | $26,200 | $0 | $14,796 | $0 | $456,777 | $0 | $0 | $0 |
| CAROLINE BYFIELD | ||||||||||||||
| PRINCIPAL | $181,661 | $0 | $0 | $0 | $0 | $0 | $14,800 | $0 | $7,050 | $0 | $203,511 | $0 | $0 | $0 |
| MANUEL PARDO | ||||||||||||||
| FORMER CFO (THRU 06/21) | $122,827 | $0 | $0 | $0 | $16,997 | $0 | $9,826 | $0 | $3,885 | $0 | $153,535 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE HEAD OF SCHOOL HAS AN ANNUAL HOUSING AND AUTO ALLOWANCE OF $50,000 (AS PART OF HIS EMPLOYMENT CONTRACT). |
| PART I, LINE 4A | THE DIRECTOR OF ADMISSIONS RECEIVED $50,000 IN SEVERANCE PAY FOR THE 2021 CALENDAR YEAR. |
| PART I, LINE 7 | JOHN EVANS, HEAD OF SCHOOL, RECEIVED A DISCRETIONARY BONUS OF $20,000 FOR THE 2021 TAX YEAR. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $191,496 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV ON DATE OF GIFT | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THIS NUMBER REFLECTS THE NUMBER OF CONTRIBUTIONS, NOT THE NUMBER OF ITEMS CONTRIBUTED. |
| PART I, LINE 32B: | THE SCHOOL USES CHARLES SCHWAB & CO, INC. AND OCCASSIONALLY FIRST REPUBLIC SECURITIES COMPANY AS A BROKER TO RECEIVE AND SELL SECURITIES TRANSFERRED BY DONORS TO THE SCHOOL. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 RETURN IS REVIEWED BY THE CHAIRMAN OF THE FINANCE COMITTEE PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD CHAIR REVIEWS ALL POLICIES WITH THE BOARD MEMBERS AT THE BEGINNING OF EVERY YEAR, AND ALL BOARD MEMBERS AND KEY ADMINISTRATORS SIGN A CONFLICT OF INTEREST FORM ANNUALLY. IN THE EVENT ANY TRUSTEE, OFFICER OR EMPLOYEE FINDS HIMSELF OR HERSELF IN A POSITION OF CONFLICT, HE OR SHE SHALL PROMPTLY DISCLOSE THAT FACT TO THE HEAD OF SCHOOL OR A MEMBER OR THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES, AS MAY BE APPROPRIATE. A TRUSTEE WHO IS DIRECTLY OR INDIRECTLY INVOLVED IN A POTENTIAL CONFLICT OF INTEREST IS NOT ALLOWED TO VOTE ON ANY ACTION OF THE BOARD REGARDING THE POTENTIAL CONFLICT AND IS NOT COUNTED IN DETERMINING THE EXISTENCE OF A QUORUM AT ANY MEETING OF THE BOARD WHERE THE POTENTIAL CONFLICT IS CONSIDERED. PROCEEDINGS RELATED TO CONFLICTS OF INTEREST ARE DOCUMENTED IN THE MEETING MINUTES OR AS OTHERWISE APPROPRIATE. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPARATIVE STATISTICAL COMPENSATION INFORMATION FOR THE HEAD OF SCHOOL AND KEY EMPLOYEES ARE USED TO DETERMINE MARKET COMPENSATION FOR VARIOUS MANAGEMENT POSITIONS, AND THE BOARD'S EXECUTIVE COMMITTEE REVIEWS COMPENSATION DATA FOR THE HEAD OF SCHOOL POSITION (USING INFORMATION OBTAINED FROM THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS). |
| FORM 990, PART VI, SECTION C, LINE 19 | THE DOCUMENTS ARE AVAILABLE UPON REQUEST. |