FLINTRIDGE PREPARATORY SCHOOL: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- FLINTRIDGE PREPARATORY SCHOOL (EIN 95-1643324)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-15
- IRS object ID
- 202511359349305146
- Schema version
- 2023v6.0
- 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 M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T10:16:15-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2875 MICHELLE DRIVE 300 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951643324 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLINTRIDGE PREPARATORY SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FLIN | BusinessNameControlTxt |
| Phone | 8187901178 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4543 CROWN AVENUE | AddressLine1Txt |
| City | LA CANADA FLINTRIDGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91011 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VANESSA WALKER-OAKES | PersonNm |
| Person Title | HEAD OF SCHOOL | PersonTitleTxt |
| Phone | 8187901178 | PhoneNum |
| Signature | 2025-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 | LISA N RYSSEL CPA | PreparerPersonNm |
| PTIN | P00643670 | PTIN |
| Phone | 7149781300 | PhoneNum |
| Preparation | 2025-05-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | VANESSA WALKER-OAKES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4543 CROWN AVENUE | AddressLine1Txt |
| City | LA CANADA FLINTRIDGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $37,393,348 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FLINTRIDGEPREP.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1933 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | INDEPENDENT, COEDUCATIONAL DAY SCHOOL FOR GRADES 7-12, COMMITTED TO CREATING AN ENVIRONMENT THAT VALUES ETHICAL AND EMOTIONAL DEVELOPMENT AS EQUALLY IMPORTANT TO INTELLECTUAL DEVELOPMENT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 223 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,406,243 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,712,856 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $23,308,536 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $25,881,425 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,480,119 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,977,775 | CYInvestmentIncomeAmt |
| PY Other Revenue | $651,621 | PYOtherRevenueAmt |
| CY Other Revenue | $878,289 | CYOtherRevenueAmt |
| PY Total Revenue | $31,846,519 | PYTotalRevenueAmt |
| CY Total Revenue | $33,450,345 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,470,987 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,758,058 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $16,709,127 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $18,373,777 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,512,224 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,319,424 | PYOtherExpensesAmt |
| CY Other Expenses | $9,601,374 | CYOtherExpensesAmt |
| PY Total Expenses | $29,499,538 | PYTotalExpensesAmt |
| CY Total Expenses | $31,733,209 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,346,981 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,717,136 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $83,168,302 | TotalAssetsBOYAmt |
| Total Assets EOY | $85,750,332 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,949,780 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,742,509 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $72,218,522 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $77,007,823 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | FLINTRIDGE PREPARATORY SCHOOL SEEKS TO NURTURE IN ITS STUDENTS THE KNOWLEDGE, CRITICAL SKILLS, COMMUNITY VALUES AND CREATIVITY ESSENTIAL FOR AN ENGAGED, BALANCED AND RESPONSIBLE LIFE.WE ARE COMMITTED TO PROVIDING A SCHOOL ENVIRONMENT THAT VALUES ETHICAL AND EMOTIONAL DEVELOPMENT AS EQUALLY IMPORTANT TO INTELLECTUAL DEVELOPMENT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $24,615,289 | ExpenseAmt |
| Grant | $3,758,058 | GrantAmt |
| Revenue | $26,622,671 | RevenueAmt |
| Desc | FLINTRIDGE PREPARATORY SCHOOL (THE SCHOOL), LOCATED IN LA CANADA FLINTRIDGE, CALIFORNIA, IS A COEDUCATIONAL, NONSECTARIAN, INDEPENDENT DAY SCHOOL FOR GRADES 7-12. THE SCHOOL WAS FOUNDED IN 1933 AND ACCREDITED BY THE CALIFORNIA ASSOCIATION OF INDEPENDENT SCHOOLS (CAIS). ANNUAL ENROLLMENT IS APPROXIMATELY 530 STUDENTS, WITH AN AVERAGE CLASS SIZE OF 15 AND A STUDENT-FACULTY RATIO OF 8:1. | Desc |
| Total Program Service Expenses | $24,615,289 | 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 | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | 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 | 32 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 223 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| 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 | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | 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 | Yes (1) | 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 |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NANCY GUYER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8189495567 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4543 CROWN AVENUE | AddressLine1Txt |
| City | LA CANADA FLINTRIDGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91011 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| VANESSA WALKER-OAKES | ||||||||
| HEAD OF SCHOOL | 40.00 | Yes (X) | $405,917 | $0 | $145,575 | |||
| SARAH COOPER | ||||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | $249,341 | $0 | $67,887 | Yes (X) | |||
| THERESA KING | ||||||||
| CFO | 40.00 | Yes (X) | $258,400 | $0 | $42,615 | |||
| JEANETTE WOO-CHITJIAN | ||||||||
| ASSISTANT HEAD OF ACADEMICS | 40.00 | $233,646 | $0 | $43,250 | Yes (X) | |||
| BARRETT JAMISON | ||||||||
| DIRECTOR OF COLLEGE COUNSELING | 40.00 | $180,196 | $0 | $80,285 | Yes (X) | |||
| LAKSHMI DASTUR-JOHNSON | ||||||||
| DEAN OF STUDENT LIFE | 40.00 | $188,007 | $0 | $47,755 | Yes (X) | |||
| JAMES E PICKETT | ||||||||
| FORMER HEAD OF SCHOOL (12/22) | 40.00 | $193,400 | $0 | $0 | Yes (X) | |||
| ROBERT LEWIS | ||||||||
| PERFORMING ARTS DIRECTOR | 40.00 | $161,979 | $0 | $11,720 | Yes (X) | |||
| ROB TOLLESON | ||||||||
| CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JOHN WONG JR | ||||||||
| VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| RICHARD CHINO | ||||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| KATHERINE THOMPSON | ||||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| CHANEL BOUTAKIDIS | ||||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| GREG CHAPMAN | ||||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| JEFFREY G CRAWFORD | ||||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| PAMELA KING | ||||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| DANIEL MURRAY | ||||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| JAMES NOTLEY | ||||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| ROBERT O'LEARY | ||||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| CRISTINA PEREZ GONZALEZ | ||||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| SRINIVAS J SARMA | ||||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| HARRY TSAO | ||||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| PAULA VERRETTE | ||||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| CHRIS WALDHEIM | ||||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| DENISE O WHITE | ||||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,870,886 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $439,087 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 52 | 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 (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| R-CON GENERAL BUILDING | |||||
| 18017 CHATSWORTH STREET SUITE 665 | GRANADA HILLS | CA | 81344 | BUILDING CONTRACTOR | $716,130 |
| O'MELVENY MYERS LLP | |||||
| PO BOX 894436 | LOS ANGELES | CA | 90189 | LEGAL SERVICES | $402,612 |
| CLIFTON LARSON ALLEN LLP | |||||
| PO BOX 31001 | PASADENA | CA | 91110 | FINANCE CONSULTING | $108,174 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $314,750 | FundraisingAmt |
| All Other Contributions | $4,398,106 | AllOtherContributionsAmt |
| Noncash Contributions | $347,757 | NoncashContributionsAmt |
| Total Contributions | $4,712,856 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611710 | $25,360,204 | $25,360,204 |
| SUMMER SCHOOL | 611710 | $521,221 | $521,221 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $25,881,425 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,929,911 | TotalRevenueColumnAmt |
| Exclusion | $1,929,911 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $205,200 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $162,625 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $42,575 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $42,575 | TotalRevenueColumnAmt |
| Exclusion | $42,575 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,636,542 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,588,678 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $47,864 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $47,864 | TotalRevenueColumnAmt |
| Exclusion | $47,864 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $286,168 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $314,750 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $191,700 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $94,468 | TotalRevenueColumnAmt |
| Exclusion | $94,468 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CAMPUS DINING INCOME | 900099 | $453,828 | $453,828 |
| TICKET SALES | 900099 | $272,862 | $272,862 |
| MISCELLANEOUS INCOME | 900099 | $12,056 | $12,056 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,500 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,500 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $741,246 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,450,345 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $26,622,671 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,114,818 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,758,058 | TotalAmt |
| Program Services | $3,758,058 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $855,990 | TotalAmt |
| Management And General | $855,990 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,645,033 | TotalAmt |
| Program Services | $10,786,747 | ProgramServicesAmt |
| Management And General | $2,079,972 | ManagementAndGeneralAmt |
| Fundraising | $778,314 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $732,956 | TotalAmt |
| Program Services | $576,945 | ProgramServicesAmt |
| Management And General | $114,382 | ManagementAndGeneralAmt |
| Fundraising | $41,629 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,124,581 | TotalAmt |
| Program Services | $1,665,461 | ProgramServicesAmt |
| Management And General | $338,949 | ManagementAndGeneralAmt |
| Fundraising | $120,171 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,015,217 | TotalAmt |
| Program Services | $762,011 | ProgramServicesAmt |
| Management And General | $198,223 | ManagementAndGeneralAmt |
| Fundraising | $54,983 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $363,893 | TotalAmt |
| Management And General | $363,893 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,493 | TotalAmt |
| Management And General | $56,493 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,217 | TotalAmt |
| Management And General | $116,217 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $710,372 | TotalAmt |
| Program Services | $323,310 | ProgramServicesAmt |
| Management And General | $375,013 | ManagementAndGeneralAmt |
| Fundraising | $12,049 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $226,959 | TotalAmt |
| Program Services | $137,302 | ProgramServicesAmt |
| Management And General | $54,807 | ManagementAndGeneralAmt |
| Fundraising | $34,850 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $296,337 | TotalAmt |
| Program Services | $144,506 | ProgramServicesAmt |
| Management And General | $100,461 | ManagementAndGeneralAmt |
| Fundraising | $51,370 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $356,469 | TotalAmt |
| Program Services | $226,194 | ProgramServicesAmt |
| Management And General | $102,870 | ManagementAndGeneralAmt |
| Fundraising | $27,405 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,684,552 | TotalAmt |
| Program Services | $1,408,034 | ProgramServicesAmt |
| Management And General | $191,970 | ManagementAndGeneralAmt |
| Fundraising | $84,548 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $491,538 | TotalAmt |
| Program Services | $470,431 | ProgramServicesAmt |
| Management And General | $20,574 | ManagementAndGeneralAmt |
| Fundraising | $533 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,226 | TotalAmt |
| Program Services | $79,711 | ProgramServicesAmt |
| Management And General | $32,255 | ManagementAndGeneralAmt |
| Fundraising | $260 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,245 | TotalAmt |
| Management And General | $26,245 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,158,080 | TotalAmt |
| Program Services | $1,834,368 | ProgramServicesAmt |
| Management And General | $215,808 | ManagementAndGeneralAmt |
| Fundraising | $107,904 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $442,972 | TotalAmt |
| Program Services | $376,526 | ProgramServicesAmt |
| Management And General | $44,297 | ManagementAndGeneralAmt |
| Fundraising | $22,149 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| INSTRUCTIONAL EXPENSES | $2,081,430 | $1,588,734 | $317,277 | $175,419 |
| TEXTBOOKS | $476,951 | $476,951 | ||
| LOSS ON CONTRIB. RECV. | $640 | $640 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,733,209 | TotalAmt |
| Program Services | $24,615,289 | ProgramServicesAmt |
| Management And General | $5,605,696 | ManagementAndGeneralAmt |
| Fundraising | $1,512,224 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,444,373 | BOYAmt |
| EOY | $3,096,771 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,547,689 | BOYAmt |
| EOY | $3,187,580 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $956,290 | BOYAmt |
| EOY | $2,157,307 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,360 | BOYAmt |
| EOY | $18,285 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $363,038 | BOYAmt |
| EOY | $462,010 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $60,340,414 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $24,678,901 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,924,590 | BOYAmt |
| EOY | $35,661,513 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,544,288 | BOYAmt |
| EOY | $40,093,611 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,378,674 | BOYAmt |
| EOY | $1,073,255 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,168,302 | BOYAmt |
| EOY | $85,750,332 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,334,256 | BOYAmt |
| EOY | $1,929,340 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,895,938 | BOYAmt |
| EOY | $5,275,137 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,544 | BOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,062,128 | BOYAmt |
| EOY | $178,764 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,650,914 | BOYAmt |
| EOY | $1,359,268 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,949,780 | BOYAmt |
| EOY | $8,742,509 | 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 | $51,715,820 | BOYAmt |
| EOY | $52,415,223 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,502,702 | BOYAmt |
| EOY | $24,592,600 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,218,522 | BOYAmt |
| EOY | $77,007,823 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,168,302 | BOYAmt |
| EOY | $85,750,332 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,717,136 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,072,165 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,775,675 | BeginningYearBalanceAmt |
| Contributions | $1,286,217 | ContributionsAmt |
| Investment Earnings Or Losses | $4,097,727 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,423,253 | OtherExpendituresAmt |
| End Year Balance | $36,736,366 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,700,757 | BeginningYearBalanceAmt |
| Contributions | $1,244,189 | ContributionsAmt |
| Investment Earnings Or Losses | $3,194,517 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,363,788 | OtherExpendituresAmt |
| End Year Balance | $32,775,675 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $36,316,623 | BeginningYearBalanceAmt |
| Contributions | $757,930 | ContributionsAmt |
| Investment Earnings Or Losses | -$6,154,985 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,218,811 | OtherExpendituresAmt |
| End Year Balance | $29,700,757 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,747,080 | BeginningYearBalanceAmt |
| Contributions | $355,791 | ContributionsAmt |
| Investment Earnings Or Losses | $7,240,152 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,026,400 | OtherExpendituresAmt |
| End Year Balance | $36,316,623 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,864,311 | BeginningYearBalanceAmt |
| Contributions | $127,854 | ContributionsAmt |
| Investment Earnings Or Losses | $2,382,663 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $627,748 | OtherExpendituresAmt |
| End Year Balance | $29,747,080 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.38006 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.24641 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.37353 | 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 | $5,319,524 | OtherCostOrOtherBasisAmt |
| Book Value | $5,319,524 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $47,478,417 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,691,576 | DepreciationAmt |
| Book Value | $27,786,841 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,878,549 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,968,279 | DepreciationAmt |
| Book Value | $1,910,270 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $663,924 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,046 | DepreciationAmt |
| Book Value | $644,878 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $35,661,513 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED COMPENSATION LIABILITY | Desc |
| Amt | $1,359,268 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,359,268 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $32,810,860 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,072,165 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$3,758,058 | OtherRevenueAmt |
| Revenue Not Reported | -$685,893 | RevenueNotReportedAmt |
| Revenue Subtotal | $33,496,753 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $116,217 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$162,625 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$46,408 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $33,450,345 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $28,213,259 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $162,625 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $162,625 | ExpensesNotReportedAmt |
| Expenses Subtotal | $28,050,634 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $116,217 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $3,566,358 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $3,682,575 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $31,733,209 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | AGENCY FUNDS - STUDENT ORGANIZATIONS. |
| PART V, LINE 4: | THE SCHOOL HAS AN ENDOWMENT FUND WHICH INCLUDES SEVERAL INDIVIDUAL DONOR-RESTRICTED FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES, SUCH AS INSTRUCTIONAL PROGRAMS FOR STUDENTS, FACULTY PROFESSIONAL GROWTH, FINANCIAL AID, AND THE ATHLETIC PROGRAM, AS WELL AS AMOUNTS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. |
| PART X, LINE 2: | THE SCHOOL HAS RECEIVED FAVORABLE DETERMINATION LETTERS FROM THE INTERNAL REVENUE SERVICE AND THE STATE OF CALIFORNIA, INDICATING IT IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND CALIFORNIA FRANCHISE TAXES UNDER SECTION 23701(D) OF THE CALIFORNIA REVENUE TAXATION CODE. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES PROVIDE ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ORGANIZATION IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES ALL OF THE POSITIONS TAKEN BY THE SCHOOL ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FINANCIAL AID EXPENSE -3,758,058. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSE -162,625. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSE 162,625. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 3,758,058. EVENT EXPENSES -191,700. |
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 | ALL ADVERTISING DIRECTS INTERESTED INDIVIDUALS TO THE SCHOOL'S WEBSITE WHICH PUBLICIZES THE NONDISCRIMINATORY POLICY. THE POLICY IS ALSO LISTED ON THE SCHOOL'S FACEBOOK PAGE AS WELL AS PRINTED ON ALL ADMISSIONS AND COLLEGE COUNSELING MATERIALS. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $600,918 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $314,750 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $286,168 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $124,314 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $67,386 | RentFacilityCostsEvent1Amt |
| Gross Receipts Total | $600,918 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $314,750 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $286,168 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $124,314 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $67,386 | RentFcltyCostsTotalEventsAmt |
| Direct Expense Summary Events | $191,700 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $94,468 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | STUDENT FINANCIAL AID | GrantTypeTxt |
| Recipient | 139 | RecipientCnt |
| Cash Grant | $3,734,480 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | TUITION ASSISTANCE IS GRANTED ON A NON-DISCRIMINATORY BASIS AND THE AMOUNT OF THE GRANT IS APPLIED TO THE OUTSTANDING TUITION DUE FROM THE AWARDEE. FAMILIES ARE REQUIRED TO APPLY FOR EACH YEAR IN WHICH THEY SEEK AID. THE APPLICATION INCLUDES THE SUBMISSION OF THEIR TAX RETURNS AND OTHER SUPPORTING DOCUMENTATION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 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 (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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| VANESSA WALKER-OAKES | ||||||||||||||
| HEAD OF SCHOOL | $327,917 | $0 | $78,000 | $0 | $0 | $0 | $52,000 | $0 | $93,575 | $0 | $551,492 | $0 | $0 | $0 |
| SARAH COOPER | ||||||||||||||
| DIRECTOR OF DEVELOPMENT | $234,341 | $0 | $15,000 | $0 | $0 | $0 | $21,100 | $0 | $46,787 | $0 | $317,228 | $0 | $0 | $0 |
| THERESA KING | ||||||||||||||
| CFO | $238,400 | $0 | $20,000 | $0 | $0 | $0 | $41,900 | $0 | $715 | $0 | $301,015 | $0 | $0 | $0 |
| JEANETTE WOO-CHITJIAN | ||||||||||||||
| ASSISTANT HEAD OF ACADEMICS | $226,146 | $0 | $7,500 | $0 | $0 | $0 | $21,300 | $0 | $21,950 | $0 | $276,896 | $0 | $0 | $0 |
| BARRETT JAMISON | ||||||||||||||
| DIRECTOR OF COLLEGE COUNSELING | $170,196 | $0 | $10,000 | $0 | $0 | $0 | $17,600 | $0 | $62,685 | $0 | $260,481 | $0 | $0 | $0 |
| LAKSHMI DASTUR-JOHNSON | ||||||||||||||
| DEAN OF STUDENT LIFE | $180,507 | $0 | $7,500 | $0 | $0 | $0 | $11,700 | $0 | $36,055 | $0 | $235,762 | $0 | $0 | $0 |
| JAMES E PICKETT | ||||||||||||||
| FORMER HEAD OF SCHOOL (12/22) | $193,400 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $193,400 | $0 | $0 | $0 |
| ROBERT LEWIS | ||||||||||||||
| PERFORMING ARTS DIRECTOR | $158,979 | $0 | $3,000 | $0 | $0 | $0 | $11,400 | $0 | $320 | $0 | $173,699 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | N/A | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $83,146 | 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 | AUCTION ITEMS | Desc |
| Contribution | 23 | ContributionCnt |
| Noncash Contributions Rpt F990 | $264,611 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| 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 | COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE CAN ACT ON BEHALF OF THE BOARD IN ANY SITUATION WHERE ACTION MUST BE TAKEN BY THE BOARD AND THE FULL BOARD CANNOT BE CONVENED IN A TIMELY MANNER, EITHER IN PERSON OR ELECTRONICALLY. ALL MEMBERS OF THE EXECUTIVE COMMITTEE ARE MEMBERS OF THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE RETURN WAS SPECIFICALLY REVIEWED BY THE DIRECTOR OF FINANCE, HEAD OF SCHOOL, AND AUDIT COMMITTEE AND WAS PROVIDED TO EACH MEMBER OF THE BOARD OF TRUSTEES BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | OFFICERS, TRUSTEES, AND KEY EMPLOYEES DISCLOSE ANY CONFLICTS OF INTEREST AT THE BEGINNING OF THEIR TERM AS OFFICERS AND TRUSTEES, OR AT THE BEGINNING OF THEIR EMPLOYMENT WITH THE SCHOOL. SUBSEQUENT TO THAT, OFFICERS, DIRECTORS, AND KEY EMPLOYEES COMPLETE ANNUAL REPRESENTATIONS DISCLOSING ANY CONFLICT OF INTERESTS. FINAL DETERMINATIONS FOR CONFLICTS OF INTEREST ARE RESOLVED BY THE BOARD CHAIR. IN ADDITION, DEPENDING ON THE CIRCUMSTANCE, LEGAL COUNSEL AND THE EXECUTIVE COMMITTEE MAY BE CONSULTED. ANY SUCH PROCEEDINGS ARE DOCUMENTED IN THE EXECUTIVE COMMITTEE MINUTES. OFFICERS, TRUSTEES, AND KEY EMPLOYEES WHO HAVE A CONFLICT OF INTEREST WITH REGARDS TO AN ITEM OF DISCUSSION RECUSE THEMSELVES FROM SUCH DISCUSSION AND DO NOT VOTE ON SUCH ISSUE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PROCESS FOR DETERMINING THE COMPENSATION OF THE HEAD OF SCHOOL INCLUDES A REVIEW OF COMPARABILITY DATA ALONG WITH CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION BY THE BOARD. IN ADDITION, A REVIEW BY INDEPENDENT PERSONS IS PERFORMED ON A PERIODIC BASIS AS DETERMINED BY THE BOARD OF TRUSTEES. THE MOST RECENT REVIEW FOR THE HEAD OF SCHOOL WAS JUNE 2023. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE SCHOOL'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE FROM THE SCHOOL UPON REQUEST. |
| FORM 990, PART XII, LINE 2C | THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. |