BENTLEY SCHOOL: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- BENTLEY SCHOOL (EIN 94-1700304)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-05-11
- IRS object ID
- 201601329349304265
- Schema version
- 2014v6.0
- 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 K
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-11T18:54:33-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12657 ALCOSTA BLVD STE 500 | AddressLine1Txt |
| City | SAN RAMON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 945834600 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941700304 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENTLEY SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BENT | BusinessNameControlTxt |
| Phone | 5108432512 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 HILLER DRIVE | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94618 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARLENE HOGAN | PersonNm |
| Person Title | HEAD OF SCHOOL | PersonTitleTxt |
| Phone | 5108432512 | PhoneNum |
| Signature | 2016-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN PANETTA | PreparerPersonNm |
| PTIN | P00365375 | PTIN |
| Phone | 9257902600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ARLENE HOGAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 HILLER DRIVE | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94618 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $22,685,363 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BENTLEYSCHOOL.NET | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1969 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | BENTLEY SCHOOL IS A COEDUCATIONAL DAY SCHOOL, GRADES K-12. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 229 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $968,507 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,021,998 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $20,656,417 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $21,283,689 | CYProgramServiceRevenueAmt |
| PY Investment Income | $28,652 | PYInvestmentIncomeAmt |
| CY Investment Income | $65,747 | CYInvestmentIncomeAmt |
| PY Other Revenue | $125,186 | PYOtherRevenueAmt |
| CY Other Revenue | $183,436 | CYOtherRevenueAmt |
| PY Total Revenue | $21,778,762 | PYTotalRevenueAmt |
| CY Total Revenue | $22,554,870 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,680,545 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,730,374 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $11,622,341 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $12,040,922 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $638,460 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,100,972 | PYOtherExpensesAmt |
| CY Other Expenses | $7,166,722 | CYOtherExpensesAmt |
| PY Total Expenses | $21,403,858 | PYTotalExpensesAmt |
| CY Total Expenses | $21,938,018 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $374,904 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $616,852 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $42,713,156 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,695,594 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $44,735,163 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $41,099,871 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$2,022,007 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$1,404,277 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | BENTLEY SCHOOL IS A COEDUCATIONAL DAY SCHOOL, GRADES K-12. THE MISSION OF THE SCHOOL IS TO INSPIRE INQUIRY, ACADEMIC EXCELLENCE, PERSONAL ACHIEVEMENT, AND CHARACTER BY ENGAGING STUDENTS' INTELLECT AND CREATIVITY, AND BY ENCOURAGING THEM TO EMBRACE VALUES THAT ENRICH THEIR COMMUNITY AND THE WORLD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $18,633,593 | ExpenseAmt |
| Grant | $2,730,374 | GrantAmt |
| Revenue | $21,283,689 | RevenueAmt |
| Desc | BENTLEY SCHOOL SERVES STUDENTS ON TWO CAMPUSES. THE OAKLAND, CALIFORNIA, CAMPUS SERVES APPROXIMATELY 358 K-8 STUDENTS AND THE LAFAYETTE, CALIFORNIA, CAMPUS SERVES APPROXIMATELY 318 HIGH SCHOOL STUDENTS. THE SCHOOL IS ACCREDITED BY THE CALIFORNIA ASSOCIATION OF INDEPENDENT SCHOOLS. | Desc |
| Total Program Service Expenses | $18,633,593 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | 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 | 96 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 229 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INA STAHL CONTROLLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9259004086 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 UPPER HAPPY VALLEY RD | AddressLine1Txt |
| City | LAFAYETTE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94549 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| ANDY SESSIONS | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| BOB PELL | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| EDNA LEWIS | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| GARY JUNG | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| JODI NOACK | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN CONELY | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| LESLIE BODNER | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL HUGHES | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| MILTON CAPSIMALIS | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| NANCY KAMI | |||||||||
| VICE CHAIR | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| SCOTT SILLERS | |||||||||
| SECERETARY | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| MICHAEL BROWN | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANDREW GUZMAN | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVE HUMMEL | |||||||||
| BOARD CHAIR | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| DAVID KAPLAN | |||||||||
| TREAURER | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| JORDAN MONCHARMONT | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| LISA VIOLET | |||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| ARLENE HOGAN | |||||||||
| HEAD OF SCHOOL | 40.00 | $338,250 | $0 | $22,818 | Yes (X) | ||||
| CAROLYN PASSMORE THRU 1014 | |||||||||
| DIRECTOR OF FINANCE | 40.00 | $94,096 | $0 | $6,015 | Yes (X) | ||||
| CAROLINE DELLAPENNA THRU 215 | |||||||||
| INTERIM DIRECTOR OF FINANCE | 40.00 | $16,407 | $0 | $1,203 | Yes (X) | ||||
| BRIAN THOMAS | |||||||||
| HEAD OF UPPER SCHOOL | 40.00 | $190,454 | $0 | $19,688 | Yes (X) | ||||
| PAUL HAYS | |||||||||
| DIR OF COLLEGE COUNSELING | 40.00 | $127,000 | $0 | $14,958 | Yes (X) | ||||
| KAITLIN MULDERIG | |||||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | $121,200 | $0 | $7,218 | Yes (X) | ||||
| LAURA KONIGSBERG | |||||||||
| ASSOC. HEAD OF SCHOOL K-8 | 40.00 | $149,091 | $0 | $16,628 | Yes (X) | ||||
| WENDI BERARDI | |||||||||
| DIRECTOR OF ADMISSIONS & FINANCIAL AID | 40.00 | $110,500 | $0 | $13,008 | Yes (X) | ||||
| VANESSA WASSENAR | |||||||||
| SENIOR MANAGER FOR ADMIN | 25.00 | $105,100 | $0 | $0 | Yes (X) | ||||
| JERRY MULLANEY | |||||||||
| CFO | 40.00 | $110,284 | $0 | $3,609 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,362,382 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $105,145 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 16 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MMM GENERAL CONTRACTOR | |||||
| 508 MONOGRAM RD | SAN LEANDRO | CA | 94577 | CONSTRUCTION | $189,824 |
| DURHAM SCHOOL SERVICE | |||||
| 5029 FORNI DR | CONCORD | CA | 94520 | BUS SERVICE | $177,372 |
| BARNUM BUILDING & DESIGN | |||||
| PO BOX 29087 | SAN FRANCISCO | CA | 94129 | CONSTRUCTION | $122,599 |
| ARMANINO LLP | |||||
| PO BOX 398285 | SAN FRANCISCO | CA | 94139 | ACCOUNTING | $103,206 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $67,578 | FundraisingAmt |
| All Other Contributions | $954,420 | AllOtherContributionsAmt |
| Noncash Contributions | $12,257 | NoncashContributionsAmt |
| Total Contributions | $1,021,998 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611600 | $21,111,467 | $21,111,467 |
| AUXILLARY SERVICES | 611600 | $172,222 | $172,222 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $21,283,689 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,147 | TotalRevenueColumnAmt |
| Exclusion | $14,147 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $54,050 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,769 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $52,281 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $52,281 | TotalRevenueColumnAmt |
| Exclusion | $52,281 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $51,600 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $51,600 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $51,600 | TotalRevenueColumnAmt |
| Exclusion | $51,600 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $184,008 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $67,578 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $128,724 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $55,284 | TotalRevenueColumnAmt |
| Exclusion | $55,284 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 611600 | BusinessCd |
| Total Revenue Column | $75,871 | TotalRevenueColumnAmt |
| Exclusion | $75,871 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $75,871 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,554,870 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $21,283,689 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $249,183 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,730,374 | TotalAmt |
| Program Services | $2,730,374 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $554,340 | TotalAmt |
| Program Services | $204,396 | ProgramServicesAmt |
| Management And General | $235,602 | ManagementAndGeneralAmt |
| Fundraising | $114,342 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,156,307 | TotalAmt |
| Program Services | $8,059,064 | ProgramServicesAmt |
| Management And General | $791,399 | ManagementAndGeneralAmt |
| Fundraising | $305,844 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $491,403 | TotalAmt |
| Program Services | $434,487 | ProgramServicesAmt |
| Management And General | $40,644 | ManagementAndGeneralAmt |
| Fundraising | $16,272 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,008,381 | TotalAmt |
| Program Services | $891,587 | ProgramServicesAmt |
| Management And General | $83,403 | ManagementAndGeneralAmt |
| Fundraising | $33,391 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $830,491 | TotalAmt |
| Program Services | $734,301 | ProgramServicesAmt |
| Management And General | $68,690 | ManagementAndGeneralAmt |
| Fundraising | $27,500 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,121 | TotalAmt |
| Management And General | $96,121 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,625 | TotalAmt |
| Management And General | $140,625 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,148 | TotalAmt |
| Management And General | $70,148 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,216 | TotalAmt |
| Management And General | $35,216 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $551,143 | TotalAmt |
| Program Services | $63,652 | ProgramServicesAmt |
| Management And General | $472,519 | ManagementAndGeneralAmt |
| Fundraising | $14,972 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,157,517 | TotalAmt |
| Program Services | $2,714,634 | ProgramServicesAmt |
| Management And General | $397,943 | ManagementAndGeneralAmt |
| Fundraising | $44,940 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,763 | TotalAmt |
| Management And General | $14,763 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $204,163 | TotalAmt |
| Program Services | $109,093 | ProgramServicesAmt |
| Management And General | $55,274 | ManagementAndGeneralAmt |
| Fundraising | $39,796 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,336,516 | TotalAmt |
| Program Services | $1,336,516 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| TEACHING MATERIALS | $664,786 | $664,786 | ||
| AFTER SCHOOL CARE | $503,945 | $503,945 | ||
| MISCELLANEOUS EXPENSE | $210,171 | $5,150 | $163,618 | $41,403 |
| AUXILLARY SERVICES | $181,608 | $181,608 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,938,018 | TotalAmt |
| Program Services | $18,633,593 | ProgramServicesAmt |
| Management And General | $2,665,965 | ManagementAndGeneralAmt |
| Fundraising | $638,460 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,638,154 | BOYAmt |
| EOY | $9,461,609 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,878,036 | BOYAmt |
| EOY | $4,666,396 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,152 | BOYAmt |
| EOY | $77,021 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,063,182 | BOYAmt |
| EOY | $15,502 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,727 | BOYAmt |
| EOY | $82,865 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $40,550,565 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $17,645,925 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,724,990 | BOYAmt |
| EOY | $22,904,640 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $2,192,450 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $306,915 | BOYAmt |
| EOY | $295,111 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,713,156 | BOYAmt |
| EOY | $39,695,594 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,889,133 | BOYAmt |
| EOY | $1,944,112 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,187,761 | BOYAmt |
| EOY | $14,525,385 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,472,650 | BOYAmt |
| EOY | $24,495,625 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $185,619 | BOYAmt |
| EOY | $134,749 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,735,163 | BOYAmt |
| EOY | $41,099,871 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$2,717,167 | BOYAmt |
| EOY | -$2,242,786 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,503 | BOYAmt |
| EOY | $195,207 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $598,657 | BOYAmt |
| EOY | $643,302 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$2,022,007 | BOYAmt |
| EOY | -$1,404,277 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,713,156 | BOYAmt |
| EOY | $39,695,594 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $616,852 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $878 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $618,173 | BeginningYearBalanceAmt |
| Contributions | $44,645 | ContributionsAmt |
| Investment Earnings Or Losses | $144 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $662,962 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $610,730 | BeginningYearBalanceAmt |
| Contributions | $13,966 | ContributionsAmt |
| Investment Earnings Or Losses | $555 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,078 | OtherExpendituresAmt |
| End Year Balance | $618,173 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $602,972 | BeginningYearBalanceAmt |
| Contributions | $12,151 | ContributionsAmt |
| Investment Earnings Or Losses | $484 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,877 | OtherExpendituresAmt |
| End Year Balance | $610,730 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $546,459 | BeginningYearBalanceAmt |
| Contributions | $55,275 | ContributionsAmt |
| Investment Earnings Or Losses | $1,238 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $602,972 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $758,128 | BeginningYearBalanceAmt |
| Contributions | $51,449 | ContributionsAmt |
| Investment Earnings Or Losses | $1,989 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $265,107 | OtherExpendituresAmt |
| End Year Balance | $546,459 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.97030 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.02970 | 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 | $3,853,316 | OtherCostOrOtherBasisAmt |
| Book Value | $3,853,316 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $31,900,203 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,465,620 | DepreciationAmt |
| Book Value | $17,434,583 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,774,864 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,354,117 | DepreciationAmt |
| Book Value | $420,747 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,022,182 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,826,188 | DepreciationAmt |
| Book Value | $1,195,994 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $22,904,640 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SHORT TERM INVESTMENT | Desc |
| Book Value | $2,192,450 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,192,450 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $19,827,143 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $878 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $1,769 | OtherRevenueAmt |
| Revenue Not Reported | $2,647 | RevenueNotReportedAmt |
| Revenue Subtotal | $19,824,496 | RevenueSubtotalAmt |
| Other Revenues Not Included | $2,730,374 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $2,730,374 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $22,554,870 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $19,209,413 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1,769 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,769 | ExpensesNotReportedAmt |
| Expenses Subtotal | $19,207,644 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $2,730,374 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $2,730,374 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $21,938,018 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE SCHOOL'S ENDOWMENT CONSISTS OF APPROXIMATELY 7 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. AS REQUIRED BY GAAP, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. |
| PART X, LINE 2: | THE SCHOOL IS A QUALIFIED SCHOOL EXEMPT FROM FEDERAL INCOME AND CALIFORNIA FRANCHISE TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE, RESPECTIVELY. THE SCHOOL HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF JUNE 30, 2015, THE SCHOOL DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES RECLASSED TO INCOME 1,769. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID AWARDS 2,730,374. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES RECLASSED TO INCOME 1,769. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID AWARDS 2,730,374. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE SCHOOL PUBLISHES ITS NON-DISCRIMINATION POLICY EVERY YEAR IN VARIOUS PUBLICATIONS, ALSO IN THE MEDIA AS APPROPRIATE. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $210,102 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $67,578 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $142,524 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $97,616 | OtherDirectExpensesEvent1Amt |
| Event2 | BENTLEY SPIRIT | Event2Nm |
| Gross Receipts Event2 | $22,493 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $22,493 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $14,461 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $18,991 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $18,991 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $16,647 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $251,586 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $67,578 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $184,008 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $128,724 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $128,724 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $55,284 | 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 | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 163 | RecipientCnt |
| Cash Grant | $2,730,374 | CashGrantAmt |
| Non Cash Assistance | SCHOLARSHIPS | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SCHOLARSHIP AWARDS ARE ALL NEED BASED, WITH ELIGIBILITY AND THE LEVEL OF NEED DETERMINED THROUGH EACH FAMILY'S APPLICATION FILED WITH TADS, AN INDEPENDENT THIRD PARTY USED BY NAIS SCHOOLS. | 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 | 0 | SubstantiationRequiredInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ARLENE HOGAN | ||||||||||||||
| HEAD OF SCHOOL | $338,250 | $0 | $0 | $0 | $0 | $0 | $15,600 | $0 | $7,218 | $0 | $361,068 | $0 | $0 | $0 |
| BRIAN THOMAS | ||||||||||||||
| HEAD OF UPPER SCHOOL | $190,454 | $0 | $0 | $0 | $0 | $0 | $12,470 | $0 | $7,218 | $0 | $210,142 | $0 | $0 | $0 |
| LAURA KONIGSBERG | ||||||||||||||
| ASSOC. HEAD OF SCHOOL K-8 | $149,091 | $0 | $0 | $0 | $0 | $0 | $9,410 | $0 | $7,218 | $0 | $165,719 | $0 | $0 | $0 |
| JERRY MULLANEY | ||||||||||||||
| CFO | $110,284 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $3,609 | $0 | $113,893 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | DUE TO SCHOOL DEMANDS BEYOND THE SCOPE OF NORMAL OPERATING HOURS, THE HEAD IS PROVIDED ON-CAMPUS HOUSING. THE FAIR MARKET VALUE OF THE HOUSING PROVIDED TO THE HEAD OF THE SCHOOL IS $65,364 FOR THIS REPORTING PERIOD. THE HOUSING IS TAKEN AS AN EXCLUSION UNDER CODE SECTION 119(B). | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY (CSCDA) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 680164610 | BondIssuerEIN |
| CUSIP | 130795V61 | CUSIPNum |
| Bond Issued | 2010-06-30 | BondIssuedDt |
| Issue Price | $27,739,039 | IssuePriceAmt |
| Purpose | REFINANCE AND RETIRE ORIGINAL 2002 BOND ISSUE | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $27,739,039 | TotalProceedsAmt |
| In Reserve Fund | $2,697,640 | InReserveFundAmt |
| Issuance Costs From Proceeds | $382,847 | IssuanceCostsFromProceedsAmt |
| Substantial Completion | 2007 | SubstantialCompletionYr |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE K, PART IV, LINE 2C | FormAndLineReferenceDesc |
| Explanation | THE MOST RECENT COMPUTATION TO DETERMINE THE EXISTENCE OF AN ARBITRAGE REBATE WAS PERFORMED ON MAY 5TH, 2015. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 INFORMATION IS ASSEMBLED BY BENTLEY SCHOOL'S BUSINESS OFFICE. FILING DOCUMENT IS FIRST PREPARED BY THE CFO AND THEN REVIEWED BY AUDITORS. THEN SUBMITTED TO THE BOARD OF DIRECTORS FOR FINAL APPROVAL BEFORE OFFICIAL FILING IS DONE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE POLICY IS MONITORED THROUGH AN ANNUAL DISCLOSURE STATEMENT COMPLETED BY THE TRUSTEES, OFFICERS, AND KEY EMPLOYEES, AND ALL ARE REQUIRED TO SIGN THE CONFLICT POLICY ANNUALLY. THE MONITORING OF THE POLICY FOR TRUSTEES IS HANDLED BY THE CHAIR OF THE COMMITTEE ON TRUSTEES, AND FOR OFFICERS AND KEY EMPLOYEES BY THE HEAD OF SCHOOL. |
| FORM 990, PART VI, SECTION B, LINE 15 | OFFICER COMPENSATION IS DETERMINED TWO WAYS; THROUGH DATA PROVIDED BY RECRUITING/PLACEMENT FIRMS WHEN A CANDIDATE IS HIRED THROUGH SUCH A FIRM, AND THROUGH BENCHMARKING THE POSITION USING INDUSTRY COMP'S AVAILABLE THROUGH ORGANIZATIONS SUCH AS CAIS, NAIS, AND ISBOA. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. |