2021-02-04T14:07:36-08:00 2020-06-30 770583407 Ryan & McDonald LLP 913 Blanco Circle Salinas CA 93901 990 2019-07-01 941156652 SANTA CATALINA SCHOOL SANT 8316559334 1500 MARK THOMAS DRIVE MONTEREY CA 93940 Margaret Bradley Head of School 2021-02-02 true Margaret Treanor P00118995 8317846000 2019 2022-09-23 18:48:47Z Margaret Bradley 25557010 false X www.santacatalina.org X 1950 CA Santa Catalina is an Independent School for preschool through Grade 12 whose Mission Statement is: Excellence. Spirituality. Responsibility. Service. Santa Catalina School exists to develop in each student a striving for excellence, a maturing awareness of moral and spiritual values, a sense of responsible purpose, and a determination to serve the world with courage, graciousness, and compassion. 24 24 244 45 0 7678949 4848953 16385090 17272130 964285 785420 290110 410450 25318434 23316953 3144450 3595303 0 12180689 12155397 0 716668 5990204 5446988 21315343 21197688 4003091 2119265 105889564 109430377 13902462 14554799 91987102 94875578 Santa Catalina is an Independent School for preschool through Grade 12 whose Mission Statement is: Excellence. Spirituality. Responsibility. Service. Santa Catalina School exists to develop in each student a striving for excellence, a maturing awareness of moral and spiritual values, a sense of responsible purpose, and a determination to serve the world with courage, graciousness, and compassion. false false 15987306 3595303 16490833 The primary service activity is the furnishing of a formal education to students in preschool through grade 12. 838417 781297 Summer at Santa Catalina is education for girls entering grades 3 through 9. 16825723 true true false false false false false false false true true true false false true false true false true false false false false false true false false false true true false false false false false false false false true false false false false false false false false true 75 0 true 244 true false false false false false true true false 0 false false false false false false false X 24 24 false false false false false false false true true false false true true true true true true true true false CA X RONALD KELLERMANN 8316559334 SANTA CATALINA SCHOOL1500 MARK THOM MONTEREY CA 93940 MS MARGARET BRADLEY HEAD OF SCHOOL 40.00 0.00 X 258927 0 72183 DR JOHN MURPHY ASST HEAD FOR MISSION & IDENTITY 40.00 0.00 163964 0 50634 JOHN AIME ASSISTANT HEAD OF SCHOOL 40.00 0.00 176542 0 18494 CHRISTY POLLACCI HEAD OF L/S & M/S 40.00 0.00 150700 0 28172 JULIE C EDSON HEAD OF UPPER SCHOOL 40.00 0.00 157741 0 18093 EDWARD A STORK TEACHER 40.00 0.00 98549 0 43105 RONALD A KELLERMANN BUSINESS MANAGER 40.00 0.00 131875 0 8753 JAMIE BROWNE DIR ADMISSION 40.00 0.00 114413 0 26129 ERIN DEGYANSKY WHITE DIR OF DEVELOPMENT 40.00 0.00 100232 0 35847 JENNIFER M DUNCAN DEPT CHAIR MATH/SC 40.00 0.00 109910 0 22949 SR CLAIRE BARONE HEAD EMERITA 0.00 0.00 X 0 0 0 MRS JUDITH MCDONALD MOSES Trustee 0.00 0.00 X 0 0 0 MR MATTHEW T GIBBS VICE-CHAIR 0.00 0.00 X 0 0 0 MR GERARDO BORROMEO Trustee 0.00 0.00 X 0 0 0 MS MARY NIKSSARIAN Trustee 0.00 0.00 X 0 0 0 MR BRETT DAVIS COLLINS Trustee 0.00 0.00 X 0 0 0 MR HERM EDWARDS Trustee 0.00 0.00 X 0 0 0 MRS TRACY A HUEBNER TRUSTEE 0.00 0.00 X 0 0 0 MR JON GIFFEN Trustee 0.00 0.00 X 0 0 0 MR CHARLES I KOSMONT Trustee 0.00 0.00 X 0 0 0 MS KATE LATHEN Trustee 0.00 0.00 X 0 0 0 MR JAMES FARLEY JR Trustee 0.00 0.00 X 0 0 0 MS LAURA LYON GAON Chair 0.00 0.00 X 0 0 0 MR EDWARD KING Trustee 0.00 0.00 X 0 0 0 MS KATHLEEN TRAFTON PRES ALUMNAE AS 0.00 0.00 X 0 0 0 MR MICHAEL ROFFLER Treasurer 0.00 0.00 X 0 0 0 MS JEANNETTE WITTEN Trustee 0.00 0.00 X 0 0 0 MRS CAROLYN O'BRIEN VICE-CHAIR 0.00 0.00 X 0 0 0 DR KENNETH PEYTON Trustee 0.00 0.00 X 0 0 0 MR VICTOR RAMIREZ Trustee 0.00 0.00 X 0 0 0 MRS TRACY HASS SECRETARY 0.00 0.00 X 0 0 0 MR PAUL J FELTON VICE-CHAIR 0.00 0.00 X 0 0 0 MS LOUISE BAKER TRUSTEE 0.00 0.00 X 0 0 0 1462853 324359 9 false true false BON APPETIT COMPASS GROUP PO BOX 50196 LOS ANGELES CA 90074 FOOD SERVICE 934864 FIRST ALARM SECURITY & PATROL INC 1731 TECHNOLOGY DRIVE SUITE 800 SAN JOSE CA 95110 SECURITY SERVICES 146882 MINDPOWER INC 337 GEORGIA AVENUE SE ATLANTA GA 30312 MARKETING SERVICES 156039 AWG DEWAR INC 4 BATTERYMARCH PARK QUINCY MA 02169 TUITION INSURANCE 117400 KNOWING TECHNOLOGIES INC 1528 S EL CAMINO REAL STE 307 SAN MATEO CA 94402 IT SERVICES 103424 6 57493 4791460 182175 4848953 MUSIC LESSON FEES 125550 125550 SUMMER TUITION 781297 781297 TRANSPORTATION FEES 17375 17375 TUITION 16347908 16347908 17272130 484695 484695 0 0 104688 10265 94423 94423 94423 2428753 2128028 300725 300725 300725 222912 57493 9482 213430 0 118316 92282 26034 26034 APPLICATION FEES 24775 24775 GRADUATION FEES 20900 20900 OTHER REVENUE 30888 30888 76563 23316953 18254570 0 3595303 3595303 0 0 1097924 688063 285993 123868 0 8479208 6083469 2045087 350652 646309 429372 185833 31104 1242719 974557 209965 58197 689237 492262 162710 34265 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1665726 1555720 98366 11640 0 PLANT UTILITIES 569113 569113 FOOD SERVICE 520748 520748 PLANT MAINTENANCE 358725 358725 TEMP REST GIFT SPENDING 291737 291737 2040939 1266654 667343 106942 21197688 16825723 3655297 716668 10106831 13993660 0 7941067 7043112 5971343 5899792 0 0 93443 30777 59780 65855 385763 401270 69601514 30718181 40358623 38883333 17832776 18491658 22887574 24360679 0 0 252364 260241 105889564 109430377 734968 625533 12268076 10912312 729418 641539 2207415 170000 168000 13902462 14554799 X 48045436 47559948 43941666 47315630 91987102 94875578 105889564 109430377 X 2119265 759333 9878 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 42171893 2132975 1291530 558489 824597 44213312 36622307 5740587 1119071 533200 776872 42171893 33199558 1731771 2981600 498005 792617 36622307 27422649 2718320 4330589 685297 586703 33199558 28984236 945869 -1269456 660539 577461 27422649 0.02780 0.68940 0.28280 false false false 976144 976144 51272110 17960045 33312065 7734887 5020312 2714575 8523667 7140486 1383181 1094706 597338 497368 38883333 24360679 ANNUITY OBLIGATIONS 168000 168000 19374746 759333 -4701540 -3942207 23316953 23316953 16486270 -4711418 -4711418 21197688 21197688 Part V, Line 4: Intended uses of the endowment fund. The School's endowment consists of a number of individual funds established for a variety of purposes, including scholarships, faculty professional growth, technology, and general operations. The School's endowment includes both donor-restricted endowment funds and funds designated by the Board of Trustees to function as endowments. true true true true true true true false false false false false false false false false false true Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized Schedule E, Line 4 - Explanation of Records and Materials Not Maintained Schedule E, Line 5 - Explanation of Organization Discrimination by Race X X X X X X true BENEFIT CELEBRATION 264537 41625 222912 9482 GOLF TOURNAMENT 15868 15868 280405 57493 222912 9482 9482 213430 true 0 0 FINANCIAL AID 191 3595303 FMV TUITION, ROOM & BOARD X true true X X X X false false false false false false false false false CHRISTY POLLACCI HEAD OF L/S & M/S 150700 15387 12785 178872 DR JOHN MURPHY ASST HEAD FOR MISSION & IDENTITY 163964 16183 34451 214598 JOHN AIME ASSISTANT HEAD OF SCHOOL 176542 17654 840 195036 JULIE C EDSON HEAD OF UPPER SCHOOL 157741 4828 13265 175834 MS MARGARET BRADLEY HEAD OF SCHOOL 258927 26500 45683 331110 Part I, Line 1a: Relevant information in regards to selections on 1a. X 11 182175 FMV false false false Form 990, Part VI, Line 11b: Form 990 Review Process THE AUDIT COMMITTEE HAS PRIMARY RESPONSIBILITY FOR COORDINATING WITH THE ADMINISTRATION ON THE PREPARATION OF THE FORM 990. THE FORM IS REVIEWED BY THE FINANCE COMMITTEE AND MADE AVAILABLE TO EVERY BOARD MEMBER. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts THE BOARD OF TRUSTEES MUST APPROVE OR DISAPPROVE ANY TRANSACTION IN WHICH THE SCHOOL IS A PARTY AND IN WHICH ONE OR MORE INTERESTED PERSONS HAS A MATERIAL FINANCIAL INTEREST OR OTHER POTENTIAL CONFLICT OF INTEREST. ANY INTERESTED PERSON HAVING A CONFLICT OF INTEREST OR POSSIBLE CONFLICT OF INTEREST ON ANY MATTER SHALL NOT VOTE ON NOR PERSONALLY INFLUENCE SUCH MATTER. THE MINUTES OF THE RELEVANT BOARD MEETING(S) SHALL REFLECT THAT A DISCLOSURE WAS MADE, AND THAT THE PERSON HAVING A CONFLICT DID NOT PARTICIPATE IN THE DISCUSSIONS REGARDING THE MATTER NOR VOTE ON THE MATTER. THOSE TRUSTEES VOTING ON THE TRANSACTION MUST APPROVE THE TRANSACTION BY A VOTE WHICH CONSTITUTES A MAJORITY OF THE ENTIRE MEMBERSHIP OF THE BOARD OF TRUSTEES, WITHOUT COUNTING THE VOTE OF ANY PERSON WHO HAS AN INTEREST IN THE TRANSACTION.THE SCHOOL SHALL NOT ENGAGE IN ANY TRANSACTION WITH ANOTHER ENTITY WHICH HAS ONE OR MORE DIRECTORS IN COMMON WITH THE SCHOOL, UNLESS AFTER THE INTERESTED PERSON DISCLOSES THE FACTS OF THE TRANSACTIONS AND THE DETAILS OF HIS OR HER AFFILIATION WITH THE OTHER ENTITY, THOSE TRUSTEES VOTING ON THE TRANSACTION APPROVE THE TRANSACTION BY A VOTE WHICH CONSTITUTES A MAJORITY OF THE ENTIRE MEMBERSHIP OF THE BOARD OF TRUSTEES, WITHOUT COUNTING THE VOTE OF THE INTERESTED PERSON.ANNUALLY, THE CHAIR OF THE BOARD WILL SEND TO EACH MEMBER OF THE BOARD OF TRUSTEES, EACH OFFICER OF THE CORPORATION, AND EACH HIGHLY COMPENSATED EMPLOYEE A COPY OF THIS CONFLICT OF INTEREST POLICY, AS AMENDED FROM TIME TO TIME, TOGETHER WITH A CONFLICT OF INTEREST DISCLOSURE STATEMENT TO BE COMPLETED AND RETURNED TO THE CHAIR OF THE BOARD. Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees COMPENSATION FOR THE HEAD OF SCHOOL AND ANY OTHER "DISQUALIFIED PERSON" UNDER INTERNAL REVENUE CODE SECTION 4958 SHALL BE SET IN CONFORMITY WITH THE SAFE HARBOR PROVISIONS UNDER THE INTERMEDIATE SANCTIONS RULE OF THE INTERNAL REVENUE CODE.THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES SHALL BE CHARGED WITH COLLECTING COMPARABILITY DATA AS TO THE COMPENSATION ARRANGEMENTS FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED SCHOOLS.UPON REVIEW OF THE COMPENSATION COMMITTEE'S COMPARABILITY DATA, THE BOARD OF TRUSTEES SHALL APPROVE THE COMPENSATION ARRANGEMENT FOR THE HEAD OF SCHOOL AND ANY OTHER "DISQUALIFIED PERSON". ANY BOARD MEMBER WITH A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT UNDER DISCUSSION SHALL NOT PARTICIPATE IN THE DECISION ON THAT COMPENSATION ARRANGEMENT.THE BOARD OF TRUSTEES SHALL MAINTAIN CONTEMPORANEOUS DOCUMENTATION WITH RESPECT TO DELIBERATIONS AND DECISIONS REGARDING THE AFOREMENTIONED COMPENSATION ARRANGEMENTS. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available Upon Request and Available for view on Guidestar.org. Other Changes In Net Assets Or Fund Balances - Other Increases P/V ADJ TO ANNUITIES = $9878