WINDWARD SCHOOL: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WINDWARD SCHOOL (EIN 95-2701337)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-04-29
- IRS object ID
- 202521199349303052
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-29T17:38:30-05:00 | 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 | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29 SOUTH MAIN STREET 4TH FLOOR | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06107 | 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 | 952701337 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINDWARD SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WIND | BusinessNameControlTxt |
| Phone | 4242891013 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11350 PALMS BOULEVARD | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90066 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TOM GILDER | PersonNm |
| Person Title | HEAD OF SCHOOL AND BOARD SECRETARY | PersonTitleTxt |
| Phone | 4242891013 | PhoneNum |
| Signature | 2025-04-29 | 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 | JOHN TOSCANO | PreparerPersonNm |
| PTIN | P00358542 | PTIN |
| Phone | 8605614000 | PhoneNum |
| Preparation | 2025-04-07 | 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 | TOM GILDER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11350 PALMS BOULEVARD | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90066 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $49,929,718 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WINDWARDSCHOOL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1971 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | WINDWARD SCHOOL IS A DYNAMIC COLLEGE-PREPARATORY SCHOOL THAT CHALLENGES EACH STUDENT TO ACHIEVE EXCELLENCE IN A NURTURING, INCLUSIVE COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 291 | TotalEmployeeCnt |
| Total Volunteers | 187 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,573,211 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,441,262 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $34,626,897 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $38,009,288 | CYProgramServiceRevenueAmt |
| PY Investment Income | $894,150 | PYInvestmentIncomeAmt |
| CY Investment Income | $712,263 | CYInvestmentIncomeAmt |
| PY Other Revenue | $28,321 | PYOtherRevenueAmt |
| CY Other Revenue | -$41,822 | CYOtherRevenueAmt |
| PY Total Revenue | $44,122,579 | PYTotalRevenueAmt |
| CY Total Revenue | $49,120,991 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,725,254 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,699,642 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $23,737,319 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $26,330,501 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,001,187 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $14,847,914 | PYOtherExpensesAmt |
| CY Other Expenses | $13,740,998 | CYOtherExpensesAmt |
| PY Total Expenses | $41,310,487 | PYTotalExpensesAmt |
| CY Total Expenses | $42,771,141 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,812,092 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,349,850 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $114,509,325 | TotalAssetsBOYAmt |
| Total Assets EOY | $132,571,576 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $57,548,816 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $67,435,425 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $56,960,509 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $65,136,151 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WINDWARD SCHOOL IS A DYNAMIC COLLEGE-PREPARATORY SCHOOL THAT CHALLENGES EACH STUDENT TO ACHIEVE EXCELLENCE IN A NURTURING, INCLUSIVE COMMUNITY. WINDWARD TEACHERS, PARENTS, AND ADMINISTRATORS WORK TOGETHER TO INSPIRE OUR STUDENTS TO BE RESPONSIBLE, CARING, WELL INFORMED, ETHICAL, PREPARED, AND WELL BALANCED YOUNG ADULTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $39,117,528 | ExpenseAmt |
| Grant | $2,699,642 | GrantAmt |
| Revenue | $38,009,288 | RevenueAmt |
| Desc | WINDWARD SCHOOL IS A SUPPORTIVE, NURTURING COMMUNITY WITH A DIVERSE STUDENT BODY, CLASSES AVERAGING 16 STUDENTS, AND A STUDENT-FACULTY RATIO OF APPROXIMATELY 8:1. WINDWARD ALLOCATES APPROXIMATELY $2.5 MILLION EACH YEAR TO FINANCIAL AID. THE SCHOOL PROVIDES A VARIED AND CHALLENGING ACADEMIC PROGRAM AND OPPORTUNITIES FOR STUDENTS TO PARTICIPATE IN ATHLETICS, THE ARTS, AND SERVICE LEARNING. ALL WINDWARD STUDENTS ARE REQUIRED TO FULFILL A 40-HOUR COMMITMENT OF SERVICE LEARNING BEFORE GRADUATION.THE WINDWARD SCHOOL CURRICULUM OFFERS STUDENTS A CHOICE OF MORE THAN 100 DIFFERENT COURSES, INCLUDING A LARGE NUMBER OF ADVANCED PLACEMENT COURSES. | Desc |
| Total Program Service Expenses | $39,117,528 | 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 | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | 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 | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 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 | 72 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 291 | 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 | 24 | 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 | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AYN FAUBERT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4242891013 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11350 PALMS BLVD | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90066 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| TOM GILDER | |||||||
| HEAD OF SCHOOL AND BOARD SECRETARY | 40.00 | Yes (X) | Yes (X) | $820,279 | $0 | $36,344 | |
| COLIN ROSE | |||||||
| FACULTY TRUSTEE | 40.00 | Yes (X) | $120,433 | $0 | $20,991 | ||
| ALEX KWIT | |||||||
| CHAIR OF THE BOARD | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ELLIOT GORDON | |||||||
| VICE CHAIR OF THE BOARD | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MICHELLE TAUB | |||||||
| VICE CHAIR OF THE BOARD | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| AMY ELDON TURTELTAUB | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREW SCHWARTZBERG | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANN GIANOPULOS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN WEITMAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHELSEA PATTERSON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ED GARGIULO | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ERICA TUKIAINEN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GARETH ASTEN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HEATHER MITCHELL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JORDAN KAPLAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JULIET OH | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KAROL WATSON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PERRIE WEINER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RAJ SHOURIE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICH PACHULSKI | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROSE HELM | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVE HENNING | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVE TRILLING | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| VIVECA PAULIN-FARRELL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAWN BARRETT | |||||||
| CHIEF OPERATING OFFICER | 40.00 | Yes (X) | $339,441 | $0 | $34,139 | ||
| ERIC DAVID MANDEL | |||||||
| ASSISTANT HOS, DIRECTOR OF MIDDLE SCHOOL | 40.00 | $215,830 | $0 | $26,803 | Yes (X) | ||
| KEVIN NEWMAN | |||||||
| ASSISTANT HOS, DIRECTOR OF COLLEGIATE DIVISION | 40.00 | $205,694 | $0 | $26,185 | Yes (X) | ||
| JULIA COLEY | |||||||
| ASSISTANT HOS, DIRECTOR OF PREP DIVISION | 40.00 | $205,361 | $0 | $26,185 | Yes (X) | ||
| AYN FAUBERT | |||||||
| DIRECTOR OF FINANCE | 40.00 | $216,632 | $0 | $25,876 | Yes (X) | ||
| MELANIE ARIAS | |||||||
| ASSOCIATE DIRECTOR OF THE PREP DIVISION | 40.00 | $155,915 | $0 | $17,618 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,279,585 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $214,141 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 96 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | 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 |
|---|---|---|---|---|---|
| TURNER CONSTRUCTION | |||||
| 1900 S STATE COLLEGE BLVD STE 150 | ANAHEIM | CA | 92806 | CONSTRUCTION | $1,924,744 |
| CULINART GROUP INC | |||||
| PO BOX 50196 | LOS ANGELES | CA | 90074 | FOOD SERVICE | $1,018,472 |
| JOHN SERGIO FISHER & ASSOCIATES INC | |||||
| 5567 RESEDA BLVD STE 208 | TARZANA | CA | 91356 | ARCHITECT | $551,999 |
| UNISERVE FACILITIES SERVICES CORP | |||||
| 2363 S ATLANTIC BLVD | COMMERCE | CA | 90040 | MAINTENANCE | $344,003 |
| TUMBLEWEED TRANSPORATION | |||||
| 22157 NETWORK PL | CHICAGO | IL | 60673 | BUS TRANSPORTATION | $298,309 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $58,406 | FundraisingAmt |
| All Other Contributions | $10,382,856 | AllOtherContributionsAmt |
| Noncash Contributions | $402,104 | NoncashContributionsAmt |
| Total Contributions | $10,441,262 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611710 | $34,019,764 | $34,019,764 |
| AUXILLARY SERVICES | 611710 | $3,984,274 | $3,984,274 |
| TUITION LATE CHARGES | 611710 | $5,250 | $5,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $38,009,288 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $712,263 | TotalRevenueColumnAmt |
| Exclusion | $712,263 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $734,692 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $734,692 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $19,952 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $58,406 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $74,035 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$54,083 | TotalRevenueColumnAmt |
| Exclusion | -$54,083 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $12,261 | TotalRevenueColumnAmt |
| Exclusion | $12,261 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $12,261 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $49,120,991 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $38,009,288 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $670,441 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,699,642 | TotalAmt |
| Program Services | $2,699,642 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,405,326 | TotalAmt |
| Program Services | $998,891 | ProgramServicesAmt |
| Management And General | $266,591 | ManagementAndGeneralAmt |
| Fundraising | $139,844 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,797,186 | TotalAmt |
| Program Services | $17,157,588 | ProgramServicesAmt |
| Management And General | $1,379,020 | ManagementAndGeneralAmt |
| Fundraising | $260,578 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $930,027 | TotalAmt |
| Program Services | $869,028 | ProgramServicesAmt |
| Management And General | $41,363 | ManagementAndGeneralAmt |
| Fundraising | $19,636 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,777,274 | TotalAmt |
| Program Services | $3,701,721 | ProgramServicesAmt |
| Management And General | $37,570 | ManagementAndGeneralAmt |
| Fundraising | $37,983 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,420,688 | TotalAmt |
| Program Services | $1,333,492 | ProgramServicesAmt |
| Management And General | $68,074 | ManagementAndGeneralAmt |
| Fundraising | $19,122 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $231,378 | TotalAmt |
| Program Services | $201,443 | ProgramServicesAmt |
| Management And General | $29,935 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,594 | TotalAmt |
| Program Services | $38,297 | ProgramServicesAmt |
| Management And General | $38,297 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,890 | TotalAmt |
| Management And General | $84,890 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $289,180 | TotalAmt |
| Program Services | $256,428 | ProgramServicesAmt |
| Fundraising | $32,752 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,009,678 | TotalAmt |
| Program Services | $903,044 | ProgramServicesAmt |
| Management And General | $45,248 | ManagementAndGeneralAmt |
| Fundraising | $61,386 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $339,730 | TotalAmt |
| Program Services | $298,103 | ProgramServicesAmt |
| Management And General | $27,751 | ManagementAndGeneralAmt |
| Fundraising | $13,876 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,882 | TotalAmt |
| Program Services | $6,882 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,364,424 | TotalAmt |
| Program Services | $2,009,761 | ProgramServicesAmt |
| Management And General | $236,443 | ManagementAndGeneralAmt |
| Fundraising | $118,220 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,756,606 | TotalAmt |
| Program Services | $1,743,088 | ProgramServicesAmt |
| Management And General | $13,336 | ManagementAndGeneralAmt |
| Fundraising | $182 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $293,826 | TotalAmt |
| Program Services | $290,639 | ProgramServicesAmt |
| Fundraising | $3,187 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $606,448 | TotalAmt |
| Program Services | $491,666 | ProgramServicesAmt |
| Management And General | $85,860 | ManagementAndGeneralAmt |
| Fundraising | $28,922 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,623,358 | TotalAmt |
| Program Services | $2,248,734 | ProgramServicesAmt |
| Management And General | $249,749 | ManagementAndGeneralAmt |
| Fundraising | $124,875 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $413,912 | TotalAmt |
| Program Services | $352,200 | ProgramServicesAmt |
| Management And General | $41,141 | ManagementAndGeneralAmt |
| Fundraising | $20,571 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| INSTRUCTIONAL EXPENSES | $3,113,803 | $3,060,611 | $265 | $52,927 |
| EVENTS | $530,289 | $456,270 | $6,893 | $67,126 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,771,141 | TotalAmt |
| Program Services | $39,117,528 | ProgramServicesAmt |
| Management And General | $2,652,426 | ManagementAndGeneralAmt |
| Fundraising | $1,001,187 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $608,857 | BOYAmt |
| EOY | $4,206,006 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,939,113 | BOYAmt |
| EOY | $1,102,894 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,616,012 | BOYAmt |
| EOY | $8,541,059 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,700,230 | BOYAmt |
| EOY | $24,318,984 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $450,375 | BOYAmt |
| EOY | $472,496 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $631,159 | BOYAmt |
| EOY | $744,910 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $102,805,713 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $37,099,704 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,871,517 | BOYAmt |
| EOY | $65,706,009 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,974,361 | BOYAmt |
| EOY | $20,922,265 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,998,771 | BOYAmt |
| EOY | $2,055,207 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,718,930 | BOYAmt |
| EOY | $4,501,746 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,509,325 | BOYAmt |
| EOY | $132,571,576 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,845,576 | BOYAmt |
| EOY | $5,123,004 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,397,124 | BOYAmt |
| EOY | $33,629,394 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,492,355 | BOYAmt |
| EOY | $24,106,162 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,364 | BOYAmt |
| EOY | $100,926 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,690,397 | BOYAmt |
| EOY | $4,475,939 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,548,816 | BOYAmt |
| EOY | $67,435,425 | 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 | $29,270,150 | BOYAmt |
| EOY | $30,845,204 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,690,359 | BOYAmt |
| EOY | $34,290,947 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,960,509 | BOYAmt |
| EOY | $65,136,151 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,509,325 | BOYAmt |
| EOY | $132,571,576 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $6,349,850 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,111,659 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$285,867 | 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 |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,421,680 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,872,898 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,182,771 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,573,211 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,441,262 | CurrentTaxYearAmt |
| Total | $39,491,822 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,421,680 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,872,898 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,182,771 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,573,211 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,441,262 | CurrentTaxYearAmt |
| Total | $39,491,822 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $6,318,155 | SubstantialContributorsTotAmt |
| Public Support Total170 | $33,173,667 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,964 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,324 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,037 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $907,459 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $712,263 | CurrentTaxYearAmt |
| Total | $1,694,047 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,002 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $493 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,214 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,532 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,261 | CurrentTaxYearAmt |
| Total | $70,502 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $41,256,371 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $70,502 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.80410 | PublicSupportCY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,028,782 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $134,356 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,163,138 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $948,367 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $80,415 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,028,782 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,079,680 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$131,313 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $948,367 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $864,761 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $219,130 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,211 | OtherExpendituresAmt |
| End Year Balance | $1,079,680 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $843,464 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $25,354 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,057 | OtherExpendituresAmt |
| End Year Balance | $864,761 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | 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 | $1,786,617 | OtherCostOrOtherBasisAmt |
| Book Value | $1,786,617 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $27,707,812 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,802,955 | DepreciationAmt |
| Book Value | $19,904,857 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $40,950,126 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,389,502 | DepreciationAmt |
| Book Value | $23,560,624 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,884,710 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,907,247 | DepreciationAmt |
| Book Value | $3,977,463 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,476,448 | OtherCostOrOtherBasisAmt |
| Book Value | $16,476,448 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $65,706,009 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| LEASE LIABILITIES - FINANCING | $94,190 |
| LEASE LIABILITIES - OPERATING | $4,381,749 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,475,939 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $48,162,251 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,111,659 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$2,985,509 | OtherRevenueAmt |
| Revenue Not Reported | -$873,850 | RevenueNotReportedAmt |
| Revenue Subtotal | $49,036,101 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $84,890 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $84,890 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $49,120,991 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $39,986,609 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $39,986,609 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $84,890 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $2,699,642 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $2,784,532 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $42,771,141 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | GENERALLY ACCEPTED ACCOUNTING PRINCIPLES PROVIDE ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ORGANIZATION 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 -2,699,642. LOSS ON UNCOLLECTIBLE CONTRIBUTIONS RECEIVABLE -285,867. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 2,699,642. |
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 | WINDWARD SCHOOL ADVERTISES ITS RACIALLY NONDISCRIMINATORY POLICY IN ALL ITS BROCHURES AND CATALOGUES DEALING WITH STUDENT ADMISSIONS, PROGRAMS AND SCHOLARSHIPS. THE SCHOOL HAS ALSO PUBLICIZED ITS NONDISCRIMINATORY POLICY ON THE HOMEPAGE OF ITS WEBSITE AT ALL TIME DURING THE YEAR. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $827,920 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $827,920 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $827,920 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3: | FormAndLineReferenceDesc |
| Explanation | THESE INVESTMENTS ARE MADE BY THE SCHOOL'S INVESTMENT ADVISORS, ANGELES INVESTMENTS. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SPRING SOIREE | Event1Nm |
| Gross Receipts Event1 | $58,406 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $58,406 | CharitableContriEvent1Amt |
| Rent Facility Costs Event1 | $59,817 | RentFacilityCostsEvent1Amt |
| Gross Receipts Total | $58,406 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $58,406 | CharitableContributionsTotAmt |
| Rent Fclty Costs Total Events | $59,817 | RentFcltyCostsTotalEventsAmt |
| Direct Expense Summary Events | $59,817 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$59,817 | 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 | 58 | RecipientCnt |
| Non Cash Assistance | $2,699,642 | NonCashAssistanceAmt |
| Valuation Method Used | FAIR VALUE | ValuationMethodUsedDesc |
| Non Cash Assistance | FINANCIAL AID GIVEN TO STUDENTS IN THE FORM OF DISCOUNTED TUITION | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | FINANCIAL AID IS AWARDED BY THE SCHOOL IN ACCORDANCE WITH THE FOLLOWING PROCEDURE. APPLICANTS COMPLETE A FINANCIAL AID FORM PREPARED BY THE SCHOOL AND STUDENT SERVICES OF NAIS ("SSS"). THE FORM IS THEN SUBMITTED TO THE SSS AND SSS THEN MAKES A RECOMMENDATION TO THE SCHOOL REGARDING THE AMOUNT OF FINANCIAL AID RECOMMENDED FOR EACH APPLICANT. FINANCIAL AID AT THE SCHOOL IS AWARDED BASED ON A FAMILY'S DEMONSTRATED FINANCIAL NEED. A STUDENT SHOULD NEVER BE AWARDED AID IN EXCESS OF HIS/HER NEED, AS ASSESSED BY THE FINANCIAL AID COMMITTEE AFTER UTILIZING ALL AVAILABLE INFORMATION. | 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 |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TOM GILDER | ||||||||||||||
| HEAD OF SCHOOL AND BOARD SECRETARY | $720,279 | $0 | $0 | $0 | $100,000 | $0 | $19,800 | $0 | $16,544 | $0 | $856,623 | $0 | $0 | $0 |
| DAWN BARRETT | ||||||||||||||
| CHIEF OPERATING OFFICER | $339,441 | $0 | $0 | $0 | $0 | $0 | $18,843 | $0 | $15,296 | $0 | $373,580 | $0 | $0 | $0 |
| ERIC DAVID MANDEL | ||||||||||||||
| ASSISTANT HOS, DIRECTOR OF MIDDLE SC | $215,830 | $0 | $0 | $0 | $0 | $0 | $11,831 | $0 | $14,972 | $0 | $242,633 | $0 | $0 | $0 |
| AYN FAUBERT | ||||||||||||||
| DIRECTOR OF FINANCE | $216,632 | $0 | $0 | $0 | $0 | $0 | $10,945 | $0 | $14,931 | $0 | $242,508 | $0 | $0 | $0 |
| KEVIN NEWMAN | ||||||||||||||
| ASSISTANT HOS, DIRECTOR OF COLLEGIAT | $205,694 | $0 | $0 | $0 | $0 | $0 | $11,240 | $0 | $14,945 | $0 | $231,879 | $0 | $0 | $0 |
| JULIA COLEY | ||||||||||||||
| ASSISTANT HOS, DIRECTOR OF PREP DIVI | $205,361 | $0 | $0 | $0 | $0 | $0 | $11,240 | $0 | $14,945 | $0 | $231,546 | $0 | $0 | $0 |
| MELANIE ARIAS | ||||||||||||||
| ASSOCIATE DIRECTOR OF THE PREP DIVIS | $155,915 | $0 | $0 | $0 | $0 | $0 | $3,600 | $0 | $14,018 | $0 | $173,533 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | HOUSING ALLOWANCE OF $100,000 WAS PROVIDED TO THE HEAD OF SCHOOL. HOUSING ALLOWANCE IS INCLUDED IN THE HEAD OF SCHOOL'S TAXABLE INCOME. |
| PART I, LINE 3 | THE COMPENSATION FOR THE HEAD OF SCHOOL IS REVIEWED BY AN INDEPENDENT CONTRACTOR WHO DOES AN EXTENSIVE ANALYSIS AND PROJECTS OUT THREE YEARS. THE EXECUTIVE COMMITTEE AUTHROIZES AND APPROVES THE WAGES EACH YEAR, AS ALL EMPLOYEES ARE BENCHMARKED ANNUALLY. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| CALIFORNIA MUNICIPAL FINANCE AUTHORITY | |||||||
| A | 201563466 | 2020-07-15 | $24,568,650 | CAPITAL EXPANSION AND REFINANCING PRIOR DEBT | 0 | 0 | 0 |
| CALIFORNIA INFRASTRUCTURE AND ECONOMIC DEVELOPMENT BANK | |||||||
| B | 630304653 | 2023-06-29 | $24,945,000 | FINANCING THE CONSTRUCTION AND EQUIPPING, IMPROVING FACILITIES | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $5,738,660 | $24,568,650 | $159,931 | $6,412,196 | $17,996,523 | 2022 | Yes (1) | 0 | Yes (1) | Yes (1) |
| B | $24,945,000 | $155,291 | $24,789,709 | 0 | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | 0 |
| B | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 18 | ContributionCnt |
| Noncash Contributions Rpt F990 | $379,354 | 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 | VARIOUS GOODS | Desc |
| Contribution | 10 | ContributionCnt |
| Noncash Contributions Rpt F990 | $22,750 | 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 | SCHEDULE M, PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER OF CONTRIBUTORS REPRESENTS THE NUMBER OF NON-CASH TRANSACTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | EXECUTIVE COMMITTEE IS RESPONSIBLE FOR ADVISING THE BOARD CHAIR AND THE HEAD OF SCHOOL, EVALUATING THE PERFORMANCE AND SETTING THE COMPENSATION OF THE HEAD OF SCHOOL, MONITORING THE PROGRESS OF THE BOARD AND THE STRATEGIC PLAN, AND MAKING DECISIONS DELEGATED TO IT BY THE BOARD BETWEEN BOARD MEETINGS. THE COMMITTEE SHALL CONSIST OF THE CURRENT OFFICERS OF THE BOARD WITH THE HEAD OF SCHOOL SERVING AS AN EX-OFFICIO MEMBER. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE DIRECTOR OF FINANCE, THE CHIEF OPERATIONG OFFICER, THE HEAD OF SCHOOL, THE CHAIR OF THE FINANCE AND OPERATIONS COMMITTEE AND THE CHAIR OF THE BOARD OF TRUSTEES REVIEW THE 990 FORMS PRIOR TO SUBMITTING THEM TO THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE SCHOOL'S BOARD OF TRUSTEES HAS ADOPTED A CONFLICT OF INTEREST POLICY TO ENSURE THAT BOARD ACTIONS ARE ADOPTED FREE FROM ANY ACTUAL OR APPEARANCE OF CONFLICT OF INTEREST. TRUSTEES ARE EXPECTED TO USE COMMON SENSE AND GOOD JUDGEMENT IN THE EXERCISE OF THEIR DUTIES. WHILE THIS LIST IS NOT EXHAUSTIVE, THE FOLLOWING ARE COMMON EXAMPLES THAT COULD GIVE RISE TO A POTENTIAL OR ACTUAL CONFLICT OF INTEREST. (A) A TRUSTEE OR A MEMBER OF THE TRUSTEE'S IMMEDIATE FAMILY IS RELATED TO ANY SCHOOL EMPLOYEE OR RELATIVE OF AN EMPLOYEE BY BLOOD, MARRIAGE OR DOMESTIC PARTNERSHIP WHICH EMPLOYEE OR RELATIVE COULD BE IMPACTED BY A MATTER TO BE CONSIDERED BY THE BOARD. (B) A TRUSTEE, OR ANY ENTITY BY WHICH THE TRUSTEE OR A MEMBER OF THE TRUSTEE'S IMMEDIATE FAMILY IS EMPLOYED OR IN WHICH THE TRUSTEE HAS A DIRECT OR INDIRECT FINANCIAL INTEREST, STANDS TO BENEFIT FROM A SCHOOL TRANSACTION, INCLUDING WITHOUT LIMITATION RECEIVING PAYMENT FROM THE SCHOOL FOR ANY CONTRACT, GOOD, OR SERVICE, OTHER THAN IN REIMBURSEMENT FOR REASONABLE EXPENSES INCURRED ON BEHALF OF THE SCHOOL. (C) A TRUSTEE, OR A MEMBER OF THE TRUSTEE'S IMMEDIATE FAMILY, HAS A REAL PROPERTY INTEREST THAT COULD BE IMPACTED(EITHER POSITIVELY OR NEGATIVELY) BY THE SCHOOL'S OPERATIONS FOLLOWING DISCLOSURE OF AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST, THE BOARD CHAIR SHALL DETERMINE WHETHER AN ACTUAL CONFLICT OF INTEREST EXISTS. IF SO, THE CHAIR SHALL REFER THE MATTER TO THE EXECUTIVE COMMITTEE WHICH SHALL DETERMINE HOW BEST TO PROTECT THE SCHOOL'S INTEREST. THE CHAIR OF THE BOARD SHALL DISCLOSE HIS OR HER OWN ACTUAL OR POTENTIAL CONFLICTS OF INTEREST TO THE REMAINDER OF THE EXECUTIVE COMMITTEE, WHO SHALL DETERMINE WHETHER AN ACTUAL CONFLICT OF INTEREST EXISTS. IF SO, REFER THE MATTER TO THE EXECUTIVE COMMITTEE, WHICH SHALL DETERMINE HOW BEST TO PROTECT THE SCHOOL'S INTEREST. EACH TRUSTEE MUST SIGN AND DATE THIS POLICY ANNUALLY, AT OR BEFORE THE FIRST FALL BOARD MEETING. IN ADDITION, KEY EMPLOYEES PARTICIPATE IN AN ANNUAL CONFLICT OF INTEREST SIGN-OFF. A TRUSTEE WHO IS INVOLVED IN A POTENTIAL CONFLICT OF INTEREST IS NOT ALLOWED TO VOTE ON ANY MATTERS RELATED WITH THE CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE SCHOOL USES THE BENCHMARKING TOOL PROVIDED BY THE NAIS TO COMPARE AND EVALUATE THE COMPENSATION PACKAGES OF SIMILAR POSITIONS IN THE AREA. IN ADDITION, THE SCHOOL HIRES AN INDEPENDENT CONSULTANT THAT EVALUATES THE COMPENSATION PACKAGES OF SEVERAL HEADS OF SCHOOL IN THE AREA. THE EXECUTIVE COMMITTEE REVIEWS BOTH REPORTS, EVALUATES THE RESULTS AND SETS THE NEW COMPENSATION FOR THE HEAD OF SCHOOL. HEAD OF SCHOOL COMPENSATION WAS REVIEWED IN THE 2024 SCHOOL YEAR BY THE EXECUTIVE COMMITTEE. THE HEAD OF SCHOOL REVIEWS, EVALUATES AND DECIDES THE COMPENSATION PACKAGES OF KEY EMPLOYEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE SCHOOL'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE SCHOOL MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION WITHOUT CHARGE DURING REGULAR BUSINESS HOURS AT THE BUSINESS OFFICE. |
| FORM 990, PART XI, LINE 9: | LOSS ON UNCOLLECTIBLE CONTRIBUTIONS RECEIVABLE -285,867. |
| FORM 990, PART XII, LINE 2C: | AUDIT COMMITTEE IS RESPONSIBLE FOR RECOMMENDING THE RETENTION AND, AS APPLICABLE, TERMINATION OF AN INDEPENDENT AUDITING FIRM FOR THE CORPORATION, AND ON AN ANNUAL BASIS, REVIEW THE AUDIT WITH THE INDEPENDENT AUDITOR. |