WOODLAND SCHOOL: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WOODLAND SCHOOL (EIN 94-2753220)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-12
- IRS object ID
- 202521329349303567
- 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 L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-12T15:37:17-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941254756 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOOD & STRONG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2580 N 1ST ST STE 460 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95131 | 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 | 942753220 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOODLAND SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WOOD | BusinessNameControlTxt |
| Phone | 6508549065 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 360 LA CUESTA DRIVE | AddressLine1Txt |
| City | PORTOLA VALLEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94028 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER WARREN | PersonNm |
| Person Title | HEAD OF SCHOOL | PersonTitleTxt |
| Phone | 6508549065 | 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 | MAGA E KISRIEV | PreparerPersonNm |
| PTIN | P01008919 | PTIN |
| Phone | 4089988400 | PhoneNum |
| 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 | JENNIFER WARREN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 360 LA CUESTA DRIVE | AddressLine1Txt |
| City | PORTOLA VALLEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $15,113,247 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WOODLAND-SCHOOL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1981 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | EDUCATIONAL INSTITUTE FOR PRESCHOOL THROUGH 8TH GRADE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 80 | TotalEmployeeCnt |
| Total Volunteers | 250 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,959,821 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,990,567 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $11,992,041 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $12,604,568 | CYProgramServiceRevenueAmt |
| PY Investment Income | $177,673 | PYInvestmentIncomeAmt |
| CY Investment Income | $450,962 | CYInvestmentIncomeAmt |
| PY Other Revenue | $5,048 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $14,134,583 | PYTotalRevenueAmt |
| CY Total Revenue | $15,046,097 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $946,114 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,232,919 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,002,167 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,851,199 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $54,167 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,015,757 | PYOtherExpensesAmt |
| CY Other Expenses | $4,148,604 | CYOtherExpensesAmt |
| PY Total Expenses | $11,964,038 | PYTotalExpensesAmt |
| CY Total Expenses | $13,232,722 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,170,545 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,813,375 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $32,783,363 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,665,240 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $26,517,953 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $25,586,455 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,265,410 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,078,785 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WOODLAND SCHOOL IS COMMITTED TO BRINGING OUT THE BEST IN EACH CHILD THROUGH A NURTURING OF BOTH INTELLECT AND CHARACTER. RIGOROUS ACADEMICS, INDIVIDUALIZED ATTENTION AND THE CORE VALUES OF CARING, RESPECT AND COMMUNITY COMBINE TO DEVELOP A LIFELONG LOVE OF LEARNING, INNOVATION AND LEADERSHIP. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $9,284,857 | ExpenseAmt |
| Grant | $1,232,919 | GrantAmt |
| Revenue | $12,604,568 | RevenueAmt |
| Desc | WOODLAND IS AN INDEPENDENT DAY SCHOOL THAT OFFERS A JOYFUL APPROACH TO LEARNING IN A DIVERSE, RESPECTFUL, AND INCLUSIVE ENVIRONMENT FOR APPROXIMATELY 300 STUDENTS IN EARLY CHILDHOOD THROUGH EIGHTH-GRADE. WOODLAND SCHOOL SPECIALIZES IN EDUCATION THAT INSPIRES STUDENTS BY NURTURING EACH INDIVIDUAL'S VOICE, INTELLECT, AND CHARACTER. WITH RICH CONTENT AND AN EMPHASIS ON INQUIRY-BASED AND STUDENT-DRIVEN PROJECTS, STUDENTS ARE EMPOWERED AND ENCOURAGED TO BE ACTIVE AND ENGAGED LEARNERS. | Desc |
| Total Program Service Expenses | $9,284,857 | 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 | Yes (1) | 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 | 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 | Yes (1) | 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 | 22 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 80 | 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 |
| 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 | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENNIFER WARREN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6508549065 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 360 LA CUESTA DRIVE | AddressLine1Txt |
| City | PORTOLA VALLEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| FEDERICO ACABBI | |||||||
| BOARD DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| SHARON BINGER | |||||||
| CHAIR OF GOVERNANCE COMMITTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES BRUNDAGE | |||||||
| BOARD TREASURER (THRU 05/15/24) | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SHARON CHANG | |||||||
| BOARD CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ALISON CHEUNG | |||||||
| CHAIR OF AUDIT COMMITTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| COLLEEN FALLS | |||||||
| BOARD DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHELLE GABRIEL | |||||||
| BORAD DIRECTOR (THRU 05/15/24) | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| JULIE GALLES | |||||||
| BOARD DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MAC HARMAN | |||||||
| BOARD DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| ANNE HOECKER | |||||||
| BOARD DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| ABBY KIRIGIN | |||||||
| ADVANCEMENT COMMITTEE CO-CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL MASTRANDREA | |||||||
| FACILITIES COMMITTEE CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| STACY BROWN-PHILPOT | |||||||
| BOARD DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| SILVINA PUGLIESE | |||||||
| BOARD DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| RAMZI RAMSEY | |||||||
| FINANCE COMMITTEE CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| AIDA SOTO | |||||||
| ADVANCEMENT COMMITTEE CO-CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| GABE SWANK | |||||||
| BOARD DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| ANGIE WANG | |||||||
| BOARD DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL WALTERS | |||||||
| BOARD DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| LISA WIDUP | |||||||
| BOARD SECRETARY | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JENNIFER WARREN | |||||||
| HEAD OF SCHOOL | 40.00 | $377,050 | $0 | $50,499 | Yes (X) | ||
| ERIN STEVENSON | |||||||
| DIR OF DEVELOP & ALUMNI RELATIONS | 40.00 | $160,390 | $0 | $30,027 | Yes (X) | ||
| VIVIAN CAI | |||||||
| DIRECTOR OF FINANCE | 40.00 | $159,817 | $0 | $17,641 | Yes (X) | ||
| CHAREA BUSTAMANTE | |||||||
| MIDDLE SCHOOL DIVISION DIRECTOR | 40.00 | $145,815 | $0 | $17,968 | Yes (X) | ||
| LAWRENCE EBLE | |||||||
| FACILITIES DIRECTOR | 40.00 | $127,624 | $0 | $32,023 | Yes (X) | ||
| KATIE KOENIG | |||||||
| LOWER SCHOOL DIVISION DIRECTOR | 40.00 | $147,640 | $0 | $15,553 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,118,336 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $163,711 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 17 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SOLAR TECHNOLOGIES | |||||
| 14 BETA COURT | SAN RAMON | CA | 94583 | SOLAR PANEL INSTALLATION & SERVICES | $163,398 |
| SHELTON ROOFING CO INC | |||||
| 1988 LEGHORN STREET STE C | MOUNTAIN VIEW | CA | 94043 | RE-ROOFING | $150,090 |
| PROFESSIONAL CLEANING SERVICES INC | |||||
| 740 CAMDEN AVE | CAMPBELL | CA | 95008 | JANITORIAL SERVICES | $147,137 |
| SHEPPARD MULLIN RICHTER HAMPTON LLP | |||||
| 333 SOUTH HOPE STREET 43F | LOS ANGELES | CA | 90071 | CUP LEGAL EXPENSES | $120,164 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $294,205 | FundraisingAmt |
| Government Grants | $300,136 | GovernmentGrantsAmt |
| All Other Contributions | $1,396,226 | AllOtherContributionsAmt |
| Noncash Contributions | $32,553 | NoncashContributionsAmt |
| Total Contributions | $1,990,567 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION & FEES | 611600 | $11,713,515 | $11,713,515 |
| AUXILIARY PROGRAM REV. | 611600 | $871,015 | $871,015 |
| OTHER PROGRAM REVENUE | 611600 | $20,038 | $20,038 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $12,604,568 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $450,962 | TotalRevenueColumnAmt |
| Exclusion | $450,962 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $67,150 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $294,205 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $67,150 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,046,097 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,604,568 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $450,962 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,232,919 | TotalAmt |
| Program Services | $1,232,919 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $460,063 | TotalAmt |
| Management And General | $460,063 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,972,141 | TotalAmt |
| Program Services | $4,396,568 | ProgramServicesAmt |
| Management And General | $1,575,573 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $240,052 | TotalAmt |
| Program Services | $181,196 | ProgramServicesAmt |
| Management And General | $58,856 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $724,613 | TotalAmt |
| Program Services | $552,913 | ProgramServicesAmt |
| Management And General | $171,700 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $454,330 | TotalAmt |
| Program Services | $318,031 | ProgramServicesAmt |
| Management And General | $136,299 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $423,462 | TotalAmt |
| Management And General | $423,462 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,598 | TotalAmt |
| Management And General | $70,598 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,408 | TotalAmt |
| Management And General | $128,882 | ManagementAndGeneralAmt |
| Fundraising | $24,526 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,218 | TotalAmt |
| Management And General | $54,218 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $196,895 | TotalAmt |
| Program Services | $13,875 | ProgramServicesAmt |
| Management And General | $171,868 | ManagementAndGeneralAmt |
| Fundraising | $11,152 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,643 | TotalAmt |
| Program Services | $154,643 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,530,687 | TotalAmt |
| Program Services | $1,148,015 | ProgramServicesAmt |
| Management And General | $382,672 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,020 | TotalAmt |
| Program Services | $12,020 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $635,501 | TotalAmt |
| Program Services | $476,626 | ProgramServicesAmt |
| Management And General | $158,875 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,783 | TotalAmt |
| Program Services | $86,837 | ProgramServicesAmt |
| Management And General | $28,946 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| SCHOOL EVENTS & PROGRAM | $382,095 | $382,095 | |
| INSTRUCTIONAL SUPPLIES | $254,111 | $254,111 | |
| PROFESSIONAL DEVELOP. | $72,485 | $57,807 | $14,678 |
| ADMISSION EVENTS | $43,316 | $43,316 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,382 | TotalAmt |
| Program Services | $17,201 | ProgramServicesAmt |
| Management And General | $13,692 | ManagementAndGeneralAmt |
| Fundraising | $18,489 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,232,722 | TotalAmt |
| Program Services | $9,284,857 | ProgramServicesAmt |
| Management And General | $3,893,698 | ManagementAndGeneralAmt |
| Fundraising | $54,167 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $753,610 | BOYAmt |
| EOY | $234,296 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,113,583 | BOYAmt |
| EOY | $11,918,673 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,646,947 | BOYAmt |
| EOY | $3,009,356 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $367 | BOYAmt |
| EOY | $474 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $243,217 | BOYAmt |
| EOY | $301,303 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $10,636,786 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,155,338 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,670,126 | BOYAmt |
| EOY | $6,481,448 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,666 | BOYAmt |
| EOY | $52,503 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,332,847 | BOYAmt |
| EOY | $11,667,187 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,783,363 | BOYAmt |
| EOY | $33,665,240 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $512,395 | BOYAmt |
| EOY | $573,336 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,666,590 | BOYAmt |
| EOY | $11,243,768 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,000,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,338,968 | BOYAmt |
| EOY | $13,769,351 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,517,953 | BOYAmt |
| EOY | $25,586,455 | 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 | $5,582,072 | BOYAmt |
| EOY | $7,074,472 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $683,338 | BOYAmt |
| EOY | $1,004,313 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,265,410 | BOYAmt |
| EOY | $8,078,785 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,783,363 | BOYAmt |
| EOY | $33,665,240 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,813,375 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $0 | BeginningYearBalanceAmt |
| Contributions | $300,000 | ContributionsAmt |
| Investment Earnings Or Losses | $6,640 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,000 | OtherExpendituresAmt |
| End Year Balance | $301,640 | 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 |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $762,955 | OtherCostOrOtherBasisAmt |
| Depreciation | $294,751 | DepreciationAmt |
| Book Value | $468,204 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,091,672 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,134,608 | DepreciationAmt |
| Book Value | $4,957,064 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,619,251 | OtherCostOrOtherBasisAmt |
| Depreciation | $699,387 | DepreciationAmt |
| Book Value | $919,864 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $162,908 | OtherCostOrOtherBasisAmt |
| Depreciation | $26,592 | DepreciationAmt |
| Book Value | $136,316 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,481,448 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DEPOSITS | $71,750 |
| RIGHT-OF-USE LEASED ASSET | $11,595,437 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $11,667,187 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE OBLIGATIONS | Desc |
| Amt | $13,769,351 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $13,769,351 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $13,813,178 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | -$1,232,919 | OtherRevenueAmt |
| Revenue Not Reported | -$1,232,919 | RevenueNotReportedAmt |
| Revenue Subtotal | $15,046,097 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $15,046,097 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $11,999,803 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $11,999,803 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $1,232,919 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,232,919 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $13,232,722 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE SCHOOL HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT WILL ULTIMATELY PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. |
| PART X, LINE 2: | THE SCHOOL IS A TAX-EXEMPT ORGANIZATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND THE CALIFORNIA REVENUE AND TAXATION CODE. MANAGEMENT EVALUATED THE SCHOOL'S TAX POSITIONS AND CONCLUDED THAT THE SCHOOL HAD MAINTAINED ITS TAX-EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRED ADJUSTMENT TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FINANCIAL AID RECLASSIFIED TO EXPENSES -1,232,919. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID RECLASSIFIED TO EXPENSES 1,232,919. |
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 | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE SCHOOL PUBLICIZED ITS RACIALLY NONDISCRIMINATORY POLICY IN THE LOCAL NEWSPAPER, ON THE SCHOOL WEBSITE, AND IN ITS APPLICATION AND ADMISSION FORMS. |
| SCHEDULE E, PART I, LINE 6 | THE SCHOOL RECEIVED $300,136 FROM THE EMPLOYEE RETENTION CREDIT (ERC) FUNDING PROGRAM THROUGH THE DEPARTMENT OF TREASURY FOR THE YEAR ENDED JUNE 30, 2024. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA AUCTION | Event1Nm |
| Gross Receipts Event1 | $361,355 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $294,205 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $67,150 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $30,467 | RentFacilityCostsEvent1Amt |
| Entertainment Event1 | $36,683 | EntertainmentEvent1Amt |
| Gross Receipts Total | $361,355 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $294,205 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $67,150 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $30,467 | RentFcltyCostsTotalEventsAmt |
| Entertainment Total Events | $36,683 | EntertainmentTotalEventsAmt |
| Direct Expense Summary Events | $67,150 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | 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 | 45 | RecipientCnt |
| Cash Grant | $1,232,919 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | CURRENT AND APPLICANT FAMILIES COMPLETE AN APPLICATION TO BE CONSIDERED FOR FINANCIAL AID AT WOODLAND. THE SCHOOL USES CLARITY IN COLLABORATION WITH THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS. THE PROPRIETARY SOFTWARE USES DATA PROVIDED BY FAMILIES TO DETERMINE THEIR ELIGIBILITY FOR FINANCIAL AID AWARDS. WOODLAND'S HEAD OF SCHOOL, DIRECTOR OF FINANCE, AND DIRECTOR OF ADMISSION AND TUITION ASSISTANCE ARE THE COMMITTEE THEN REVIEWS EACH FILE FOR ACCURACY AND COMPLETENESS BEFORE ALLOCATING THE FUNDING IN THE BUDGET TO FAMILIES. FAMILIES ARE PROVIDED AWARD LETTERS AND ACCEPT OR DECLINE THE FUNDING PROVIDED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JENNIFER WARREN | ||||||||||||||
| HEAD OF SCHOOL | $327,050 | $0 | $50,000 | $0 | $0 | $0 | $35,929 | $0 | $14,570 | $0 | $427,549 | $0 | $0 | $0 |
| ERIN STEVENSON | ||||||||||||||
| DIR OF DEVELOP & ALUMNI RELATIONS | $160,390 | $0 | $0 | $0 | $0 | $0 | $6,448 | $0 | $23,579 | $0 | $190,417 | $0 | $0 | $0 |
| VIVIAN CAI | ||||||||||||||
| DIRECTOR OF FINANCE | $159,817 | $0 | $0 | $0 | $0 | $0 | $3,272 | $0 | $14,369 | $0 | $177,458 | $0 | $0 | $0 |
| CHAREA BUSTAMANTE | ||||||||||||||
| MIDDLE SCHOOL DIVISION DIRECTOR | $145,815 | $0 | $0 | $0 | $0 | $0 | $5,893 | $0 | $12,075 | $0 | $163,783 | $0 | $0 | $0 |
| KATIE KOENIG | ||||||||||||||
| LOWER SCHOOL DIVISION DIRECTOR | $147,640 | $0 | $0 | $0 | $0 | $0 | $3,774 | $0 | $11,779 | $0 | $163,193 | $0 | $0 | $0 |
| LAWRENCE EBLE | ||||||||||||||
| FACILITIES DIRECTOR | $127,624 | $0 | $0 | $0 | $0 | $0 | $5,169 | $0 | $26,854 | $0 | $159,647 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $40,085 | CashGrantAmt |
| Type Of Assistance | TUITION REMISSION | TypeOfAssistanceTxt |
| Assistance Purpose | TUITION REMISSION | AssistancePurposeTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $32,553 | 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 | 0 | 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 COLUMN REPRESENTS THE NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS PROVIDED TO AND REVIEWED BY THE WOODLAND SCHOOL'S AUDIT COMMITTEE, ALONG WITH THE PAID PREPARER, PRIOR TO FILING. A COPY OF THE FORM 990, EXCLUDING SCHEDULE B, IS ALSO DISTRIBUTED TO ALL MEMBERS OF THE GOVERNING BODY (BOARD OF TRUSTEES). |
| FORM 990, PART VI, SECTION B, LINE 12C | AT THE BEGINNING OF EACH SCHOOL YEAR, THE BOARD OF TRUSTEES AND DIRECTORS OF THE SCHOOL REVIEW THE CONFLICT OF INTEREST POLICY AND SIGN PAPERWORK NOTING ANY CONFLICTS THAT EXIST. THE GOVERNANCE COMMITTEE REVIEWS THE INFORMATION TO DETERMINE HOW TO MONITOR COMPLIANCE SHOULD A CONFLICT EXIST. TO DATE, THE SCHOOL HAS NOT BEEN IN A SITUATION THAT HAS REQUIRED A SPECIFIC ACCOMMODATION. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD CHAIR AND A MEMBER OF THE GOVERNANCE COMMITTEE MAKE UP THE EVALUATION AND COMPENSATION COMMITTEE FOR THE HEAD OF SCHOOL. ANNUALLY, THEY REVIEW PEER DATA COMPILED BY THE EXECUTIVE DIRECTOR OF THE CALIFORNIA ASSOCIATION FOR INDEPENDENT SCHOOLS. EVALUATION DATA FROM SURVEYS COMPLETED BY THE BOARD OF TRUSTEES AND DIRECT REPORTS ARE SHARED WITH THE BOARD AND COMPENSATION DECISIONS ARE MADE IN EXECUTIVE SESSION. |
| FORM 990, PART VI, SECTION C, LINE 19 | WOODLAND SCHOOL'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE PROVIDED UPON WRITTEN REQUEST TO HEAD OF SCHOOL FOR THE SAME PERIOD OF TIME SET FORTH IN SEC. 6104(D) AND ON THE GUIDESTAR WEBSITE. |
| FORM 990, PART VII, SECTION A, COLUMN (B): | THE HOURS OF INVOLVEMENT IN PART VII REFLECT A BEST ESTIMATE OF A TRUSTEE'S WEEKLY AVERAGE OF HOURS SPENT OVER TIME AND FOR A TYPICAL BOARD MEMBER. HOWEVER, THERE MAY BE TIME PERIODS WHEN THE WEEKLY HOURS MAY VARY FROM THE FIGURES REFLECTED (PERHAPS MEANINGFULLY) AND/OR INDIVIDUALS FOR WHOM THERE IS MORE OR LESS VARIABILITY. |