STRATEGY STUDIO / PUBLIC DATA EXPLORER

INTERNATIONAL SCHOOL OF MONTEREY: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
INTERNATIONAL SCHOOL OF MONTEREY (EIN 77-0485756)
Tax period
2013-07-01 to 2014-06-30
Filed
2015-02-11
IRS object ID
201500429349300435
Schema version
2013v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-02-11T10:28:34-08:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Christy White Acct CorpBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12727 Camino Del Rio SAddressLine1
CitySan DiegoCity
StateCAState
ZIP Code92108ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770485756EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1International School of MontereyBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlINTEBusinessNameControlTxt
Phone8315832165PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11720 Yosemite StreetAddressLine1
CitySeasideCity
StateCAState
ZIP Code93955ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSEAN MADDENPersonNm
Person TitleDirectorPersonTitleTxt
Signature2015-02-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonChristy White CPAPreparerPersonNm
PTINP01297358PTIN
Phone6192708222PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSean MaddenPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11720 YOSEMITE STREETAddressLine1
CitySEASIDECity
StateCAState
ZIP Code93955ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$3,382,399GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
All Affiliates IncludedfalseAllAffiliatesIncludedInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.ismonterey.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1998FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionINTERNATIONAL SCHOOL OF MONTEREY (ISM) OPERATES A PUBLIC CHARTER SCHOOL WHICH OFFERS AN EXCEPTIONAL INTERNATIONAL ACADEMIC AND EXTRA CURRICULAR PROGRAM FOR CHILDREN IN GRADES K-8.ActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee99TotalEmployeeCnt
Total Volunteers10TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$3,016,488PYContributionsGrantsAmt
CY Contributions Grants$3,258,105CYContributionsGrantsAmt
PY Program Service Revenue$97,876PYProgramServiceRevenueAmt
CY Program Service Revenue$109,205CYProgramServiceRevenueAmt
PY Investment Income$2,402PYInvestmentIncomeAmt
CY Investment Income$3,566CYInvestmentIncomeAmt
PY Other Revenue$7,289PYOtherRevenueAmt
CY Other Revenue-$5,354CYOtherRevenueAmt
PY Total Revenue$3,124,055PYTotalRevenueAmt
CY Total Revenue$3,365,522CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$2,541,329PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,552,035CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$23,641CYTotalFundraisingExpenseAmt
PY Other Expenses$735,935PYOtherExpensesAmt
CY Other Expenses$707,707CYOtherExpensesAmt
PY Total Expenses$3,277,264PYTotalExpensesAmt
CY Total Expenses$3,259,742CYTotalExpensesAmt
PY Revenues Less Expenses-$153,209PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$105,780CYRevenuesLessExpensesAmt
Total Assets BOY$1,285,186TotalAssetsBOYAmt
Total Assets EOY$1,367,415TotalAssetsEOYAmt
Total Liabilities BOY$451,884TotalLiabilitiesBOYAmt
Total Liabilities EOY$428,333TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$833,302NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$939,082NetAssetsOrFundBalancesEOYAmt
MissionTHE MISSION OF ISM IS TO EDUCATE ALL CHILDREN TOWARD BECOMING CONSCIENTIOUS, COMPASSIONATE, AND RESPONSIBLE CITIZENS OF THE WORLD.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$2,948,108ExpenseAmt
Revenue$3,367,310RevenueAmt
DescISM OPERATES AS A PUBLIC CHARTER SCHOOL WHICH PROVIDES EDUCATION TO STUDENTS IN GRADES K-8. ISM'S EMPHASIS ON "CONSCIENTIOUS, COMPASSIONATE, AND RESPONSIBLE CITIZENS OF THE WORLD" ALIGNS WITH THE UNITED NATIONS DECLARATION OF HUMAN RIGHTS AND ITS VALUES OF "PROMOTION OF UNIVERSAL RESPECT" AND "DEVELOPMENT OF FRIENDLY RELATIONS" BETWEEN ALL PEOPLE. BEYOND INSTILLING INTERNATIONAL MINDEDNESS IN ITS OWN STUDENTS, ISM WORKS TO INSPIRE ALL CHILDREN AND THE BROADER COMMUNITY BY PROMOTING AWARENESS OF OTHER COUNTRIES, LANGUAGES, AND CULTURES IN HIGHLY ACTIVE AND VISIBLE WAYS. ISM IS ACCREDITED BY THE WESTERN ASSOCIATION OF SCHOOLS AND COLLEGES (WASC) AND THE COUNCIL OF INTERNATIONAL SCHOOLS. ISM IS ALSO AN AUTHORIZED IB WORLD SCHOOL OFFERING THE PRIMARY YEARS AND MIDDLE YEARS PROGRAMMES OF THE INTERNATIONAL BACCALAUREATE (IB).Desc
Total Program Service Expenses$2,948,108TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document2IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee99EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Form8282 Filed0Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Org Filed In Lieu Of Form1041falseOrgFiledInLieuOfForm1041Ind
Licensed More Than One StatefalseLicensedMoreThanOneStateInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonSean MaddenPersonNm
Phone8315832166PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11720 Yosemite StreetAddressLine1
CitySeasideCity
StateCAState
ZIP Code93955ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
CHRIS STEINBRUNER CPA
CHAIR3.000.00Yes (X)Yes (X)$0$0$0
SUNDER RAMASWAMY PHD
VICE CHAIR3.000.00Yes (X)Yes (X)$0$0$0
CRISTOFER CABANILLAS
Treasurer3.000.00Yes (X)Yes (X)$0$0$0
LAUREN COHEN
Secretary3.000.00Yes (X)Yes (X)$0$0$0
JOHN BAILEY
Trustee2.000.00Yes (X)$0$0$0
JUSTINE GEISLER
Trustee2.000.00Yes (X)$0$0$0
ROBERTA INFELISE EDD
Trustee2.000.00Yes (X)$0$0$0
VALERIE JOSEPHSON MD
Trustee2.000.00Yes (X)$0$0$0
KELLY SORENSON
Trustee2.000.00Yes (X)$0$0$0
JOHN TILLEY
Trustee2.000.00Yes (X)$0$0$0
Sean Madden
Director40.000.00Yes (X)$108,182$0$8,925
CATHERINE GLICK
PRINCIPAL40.000.00Yes (X)$95,465$0$7,876
LISA GRIFFIN BURNS
OPER./HR MGR40.000.00Yes (X)$68,575$0$7,846
FieldValueIRS element (for citing)
Total Reportable Comp From Org$272,222TotalReportableCompFromOrgAmt
Total Other Compensation$24,647TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$4,861FundraisingAmt
Related Organizations$215,000RelatedOrganizationsAmt
Government Grants$2,864,068GovernmentGrantsAmt
All Other Contributions$174,176AllOtherContributionsAmt
Total Contributions$3,258,105TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
AFTERSCHOOL CARE FEES624410$88,374$88,374
STUDENT BODY ACTIVITIES611710$20,095$20,095
STUDENT LUNCH SALES722210$736$736
FieldValueIRS element (for citing)
Total Program Service Revenue$109,205TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,566TotalRevenueColumnAmt
Exclusion$3,566ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$1,650RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$1,650RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,650TotalRevenueColumnAmt
Exclusion$1,650ExclusionAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$9,873FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$4,861ContriRptFundraisingEventAmt
Fundraising Direct Expenses$16,877FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$7,004TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,365,522TotalRevenueColumnAmt
Related Or Exempt Func Income$109,205RelatedOrExemptFuncIncomeAmt
Exclusion$5,216ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$296,869TotalAmt
Program Services$178,121ProgramServicesAmt
Management And General$103,974ManagementAndGeneralAmt
Fundraising$14,774FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,702,651TotalAmt
Program Services$1,610,482ProgramServicesAmt
Management And General$89,337ManagementAndGeneralAmt
Fundraising$2,832FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$193,602TotalAmt
Program Services$189,230ProgramServicesAmt
Management And General$4,372ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$261,821TotalAmt
Program Services$235,639ProgramServicesAmt
Management And General$23,564ManagementAndGeneralAmt
Fundraising$2,618FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$97,092TotalAmt
Program Services$87,383ProgramServicesAmt
Management And General$8,738ManagementAndGeneralAmt
Fundraising$971FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$10,194TotalAmt
Program Services$7,645ProgramServicesAmt
Management And General$2,549ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$85,803TotalAmt
Program Services$62,927ProgramServicesAmt
Management And General$20,708ManagementAndGeneralAmt
Fundraising$2,168FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$9,466TotalAmt
Program Services$8,519ProgramServicesAmt
Management And General$947ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$3,255TotalAmt
Management And General$3,255ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$5,513TotalAmt
Program Services$4,962ProgramServicesAmt
Management And General$551ManagementAndGeneralAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$121,105TotalAmt
Program Services$108,625ProgramServicesAmt
Management And General$12,480ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$931TotalAmt
Program Services$838ProgramServicesAmt
Management And General$93ManagementAndGeneralAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$22,093TotalAmt
Program Services$19,884ProgramServicesAmt
Management And General$2,209ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,328TotalAmt
Program Services$1,062ProgramServicesAmt
Management And General$266ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$30,142TotalAmt
Program Services$24,114ProgramServicesAmt
Management And General$6,028ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
SPECIAL EDUCATION ENCROACHMENT$212,000$212,000
TEXTBOOKS & CLASSROOM SUPPLIES$152,398$152,398
Dues and Memberships$27,800$25,020$2,502$278
DISTRICT OVERSIGHT FEES$25,679$19,259$6,420

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,259,742TotalAmt
Program Services$2,948,108ProgramServicesAmt
Management And General$287,993ManagementAndGeneralAmt
Fundraising$23,641FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$176,725BOYAmt
EOY$44,645EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$622,510BOYAmt
EOY$1,063,456EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$429,893BOYAmt
EOY$227,128EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$51,542BOYAmt
EOY$28,998EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$106,501LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$103,313LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$4,516BOYAmt
EOY$3,188EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,285,186BOYAmt
EOY$1,367,415EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$451,884BOYAmt
EOY$428,333EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$451,884BOYAmt
EOY$428,333EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$814,312BOYAmt
EOY$812,990EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$18,990BOYAmt
EOY$126,092EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$833,302BOYAmt
EOY$939,082EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,285,186BOYAmt
EOY$1,367,415EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$105,780ReconcilationRevenueExpnssAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$106,501OtherCostOrOtherBasisAmt
Depreciation$103,313DepreciationAmt
Book Value$3,188BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$3,188TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$3,382,399TotalRevEtcAuditedFinclStmtAmt
Other Revenue$16,877OtherRevenueAmt
Revenue Not Reported$16,877RevenueNotReportedAmt
Revenue Subtotal$3,365,522RevenueSubtotalAmt
Total Revenue Per Form990$3,365,522TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$3,276,619TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$16,877OtherExpensesIncludedAmt
Expenses Not Reported$16,877ExpensesNotReportedAmt
Expenses Subtotal$3,259,742ExpensesSubtotalAmt
Total Expenses Per Form990$3,259,742TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part X : FIN48 FootnoteISM'S MANAGEMENT BELIEVES ALL OF ITS SIGNIFICANT TAX POSITIONS WOULD BE UPHELD UNDER EXAMINATION; THEREFORE, NO PROVISIONS FOR INCOME TAX HAVE BEEN RECORDED. THIS STATEMENT APPEARS WITHIN THE FOOTNOTES OF THE AUDITED FINANCIAL STATEMENTS AS OF JUNE 30, 2014.
Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990DIRECT EXPENSES FOR FUNDRAISING EVENT $16877
Part XII, Line 2d: Other expenses and losses per audited F/SDIRECT EXPENSES FOR FUNDRAISING EVENT $16877

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (true)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (true)MaintainRacialCompRecsInd
Maintain Scholarships RecsfalseMaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (true)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (true)MaintainCpyOfAllSolInd
Discriminate Race Stdnts RghtsfalseDiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss PlcyfalseDiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm FcultyfalseDiscriminateRaceEmplmFcultyInd
Discriminate Race SchsfalseDiscriminateRaceSchsInd
Discriminate Race Educ PlcyfalseDiscriminateRaceEducPlcyInd
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt ProgfalseDiscriminateRaceAthltProgInd
Discriminate Race Other ActyfalseDiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (true)GovernmentFinancialAidRcvdInd
Government Financial Aid RvkdfalseGovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (true)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule E, Line 6 - Explanation of Aid or Assistance from Governmental AgencyTHE ORGANIZATION RECEIVES FINANCIAL ASSISTANCE FROM THE CALIFORNIA DEPARTMENT OF EDUCATION AND THE COUNTY OF MONTEREY, CALIFORNIA AS PART OF ITS OPERATION AS A PUBLIC CHARTER SCHOOL.
Schedule E, Line 3 - Racially Nondiscriminatory Policy PublicizedTHE NONDISCRIMINATORY POLICY IS MADE KNOWN THROUGH INFORMATION AVAILABLE ON THE SCHOOL'S WEBSITE, WITHIN THE CHARTERING DOCUMENTS, AND OTHER CORRESPONDENCES WITH THE GENERAL PUBLIC.
Schedule E, Line 4 - Explanation of Records and Materials Not MaintainedTHE ORGANIZATION IS A PUBLIC CHARTER SCHOOL WHICH OPERATES TUITION-FREE; THEREFORE, SCHOLARSHIPS AND FINANCIAL ASSISTANCE DO NOT APPLY AND THUS RECORDS FOR SUCH AID ARE NOT MAINTAINED.
Schedule E, Line 5 - Explanation of Organization Discrimination by Race

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 11b: Form 990 Review ProcessTHE DIRECTOR IS PROVIDED WITH A DRAFT OF THE 990 RETURN BY THE ACCOUNTING FIRM. THE DRAFT IS REVIEWED AND CORRECTIONS ARE MADE. A REVISED DRAFT COPY IS THEN EMAILED TO ALL TRUSTEES FOR THEIR REVIEW. THE ACCOUNTING FIRM IS MADE AWARE OF ANY NECESSARY REVISIONS BASED ON FEEDBACK FROM THE TRUSTEES. UPON COMPLETION OF THIS REVIEW PROCESS, THE DIRECTOR IS AUTHORIZED TO PROVIDE THE ACCOUNTING FIRM AUTHORIZATION TO ELECTRONICALLY FILE THE RETURN ON BEHALF OF THE ORGANIZATION.
Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of ConflictsALL MEMBERS OF THE GOVERNING BOARD ANNUALLY FILE A STATEMENT OF ECONOMIC INTERESTS (FORM 700) DISCLOSING THOSE TYPES OF INVESTMENTS, INTERESTS IN REAL PROPERTY, SOURCES OF INCOME, AND BUSINESS POSITIONS THAT MAY AFFECT THEIR DECISION-MAKING. THE AUDIT COMMITTEE MONITORS COMPLIANCE AND REMINDS TRUSTEES TO SELF-MONITOR.
Form 990, Part VI, Line 19: Other Organization Documents Publicly AvailableGOVERNING DOCUMENTS, CONFLICT OF INTEREST CODE AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FROM THE SCHOOL SITE AS WELL AS THE SCHOOL'S WEBSITE.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
INTL SCHOOL OF MONTEREY FOUNDATION
1720 YOSEMITE STREETSEASIDECA93955743062542SUPPORT INTERNATIONAL SCHOOL OF MONTEREYCA501(C)(3)LINE 11N/Afalse
MONTEREY PENINSULA UNIFIED SCHOOL DIST
700 PACIFIC STREETMONTEREYCA93940770320712GOVERNMENTAL SCHOOL DISTRICTCAN/Afalse
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (true)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (4 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
INTL SCHOOL OF MONTEREY FOUNDATION
c$215,000Grants
MONTEREY PENINSULA UNIFIED SCHOOL DIST
k$93,661Facility Usage
MONTEREY PENINSULA UNIFIED SCHOOL DIST
m$25,679Oversight Fees
MONTEREY PENINSULA UNIFIED SCHOOL DIST
p$212,000Special Ed Fee