BRENTWOOD SCHOOL: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BRENTWOOD SCHOOL (EIN 95-1426236)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-07
- IRS object ID
- 201531279349301318
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-07T11:52:41-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954749365 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STANISLAWSKI & HARRISON CPAS | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 N LAKE AVE SUITE 900 | AddressLine1 |
| City | PASADENA | City |
| State | CA | State |
| ZIP Code | 91101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951426236 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRENTWOOD SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BREN | BusinessNameControlTxt |
| Phone | 3104769633 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 S BARRINGTON PLACE | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90049 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NA'EEM SALAAM | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 3104769633 | PhoneNum |
| Signature | 2015-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALAN HARRISON | PreparerPersonNm |
| PTIN | P00157337 | PTIN |
| Phone | 6267933600 | PhoneNum |
| Preparation | 2015-05-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | NA'EEM SALAAM | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 S BARRINGTON PLACE | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90049 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $48,694,713 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BWSCAMPUS.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1972 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | INSPIRE STUDENTS TO THINK CRITICALLY & CREATIVELY, ACT ETHICALLY, & SHAPE A FUTURE W/ MEANING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 415 | TotalEmployeeCnt |
| Total Volunteers | 250 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,435,856 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,334,940 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $33,180,350 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $34,480,696 | CYProgramServiceRevenueAmt |
| PY Investment Income | $382,087 | PYInvestmentIncomeAmt |
| CY Investment Income | $694,392 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,237,351 | PYOtherRevenueAmt |
| CY Other Revenue | $865,571 | CYOtherRevenueAmt |
| PY Total Revenue | $41,235,644 | PYTotalRevenueAmt |
| CY Total Revenue | $47,375,599 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,517,877 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,557,590 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $22,521,478 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $23,370,161 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,388,279 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $12,560,805 | PYOtherExpensesAmt |
| CY Other Expenses | $12,573,527 | CYOtherExpensesAmt |
| PY Total Expenses | $38,600,160 | PYTotalExpensesAmt |
| CY Total Expenses | $39,501,278 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,635,484 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,874,321 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $60,776,771 | TotalAssetsBOYAmt |
| Total Assets EOY | $71,902,927 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $29,397,876 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $32,128,987 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $31,378,895 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $39,773,940 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | BRENTWOOD INSPIRES EVERY STUDENT TO THINK CRITICALLY AND CREATIVELY, ACT ETHICALLY, AND SHAPE A FUTURE WITH MEANING. THE CORE VALUES ARE TRUST, RESPECT, RESPONSIBILITY, HONESTY, CARING, COMMUNITY, AND DIVERSITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $31,219,503 | ExpenseAmt |
| Grant | $3,557,590 | GrantAmt |
| Revenue | $34,480,696 | RevenueAmt |
| Desc | BRENTWOOD SCHOOL IS A VIBRANT AND DIVERSE COMMUNITY WHOSE PURPOSE IS TO PROMOTE PERSONAL AND INTELLECTUAL GROWTH. THE SCHOOL PROVIDES CHALLENGING, ENGAGING PROGRAMS IN A NURTURING LEARNING ENVIRONMENT, DEVOTING CARE AND ATTENTION TO EVERY STUDENT.BRENTWOOD SCHOOL'S OPERATIONS PRINCIPALLY CONSIST OF PROVIDING EDUCATIONAL SERVICES TO ITS STUDENTS. THE SCHOOL'S TOTAL ENROLLMENT IS 995 STUDENTS, WITH 695 STUDENTS IN THE UPPER AND MIDDLE SCHOOLS AND 300 STUDENTS IN THE LOWER SCHOOL. OF THE TOTAL ENROLLMENT IN THE 2013-14 SCHOOL YEAR, 135 RECEIVED FINANCIAL AID.EACH YEAR IN GRADES 7-12, OVER 200 COURSES ARE OFFERED, INCLUDING 25 AP COURSES. THE AVERAGE NUMBER OF STUDENTS PER GRADE FOR THE UPPER AND MIDDLE SCHOOLS IS 116 STUDENTS. THE 2013-14 GRADUATING CLASS WAS 122 STUDENTS. FOR THE LOWER SCHOOL, THERE ARE APPROXIMATELY 44 STUDENTS PER GRADE. | Desc |
| Total Program Service Expenses | $31,219,503 | 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 | 0 | 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 | Yes (1) | 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 | 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 | 161 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 415 | 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 | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | 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 | MITCH MCDIFFETT-DIR OF FINANCE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3104769633 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 S BARRINGTON PL | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90049 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| DAVID WONG | ||||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MARLA MESSING | ||||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JERRY GREENBERG | ||||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| IRWIN GOLD | ||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| PAGE ADLER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ABBAS ARDEHALI | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TANYA LOPEZ BROOKS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LORNE BUCHMAN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARC EZRALOW | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LANI FAUVRE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LAURA FOX | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CECE KARZ | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT KLEIN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT KAUFMAN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMIE HALPER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BAHRAM JALALI | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LANCE MILKEN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LOREN MONTGOMERY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID NATHANSON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL NYMAN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RON RADZINER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANGELA REDDOCK | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ERIC SCHIFFER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BARRY SHOLEM | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NADINE WATT | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL RIERA | ||||||||
| HEAD OF SCHOOL | 40.00 | Yes (X) | $436,713 | $0 | $117,987 | |||
| MITCHELL MCDIFFETT | ||||||||
| DIRECTOR OF FINANCE | 40.00 | Yes (X) | $207,187 | $0 | $15,090 | |||
| DAWN CUNNION | ||||||||
| ASSOCIATE HEAD OF SCHOOL | 40.00 | $232,667 | $0 | $23,417 | Yes (X) | |||
| GENNIFER YOSHIMARU | ||||||||
| ASST HOS FOR ADVANCEMENT | 40.00 | $217,180 | $0 | $43,682 | Yes (X) | |||
| ROBERT COOKE | ||||||||
| UPPER SCHOOL DIRECTOR | 40.00 | $160,168 | $0 | $49,968 | Yes (X) | |||
| RICK TORKELSON | ||||||||
| DIRECTOR OF OPERATIONS | 40.00 | $178,386 | $0 | $60,734 | Yes (X) | |||
| KEITH SARKISIAN | ||||||||
| LOWER SCHOOL DIRECTOR | 40.00 | $142,672 | $0 | $82,693 | Yes (X) | |||
| DAVID VELASQUEZ | ||||||||
| ASST HOS FOR EXTERNAL AFFAIRS | 40.00 | $160,181 | $0 | $22,260 | Yes (X) | |||
| MARK SEGAL | ||||||||
| MIDDLE SCHOOL DIRECTOR | 40.00 | $141,642 | $0 | $19,282 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,876,796 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $435,113 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 50 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SULLIVAN CONSTRUCTIONS | BusinessNameLine1 |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39 1/2 BUCCANEER STREET | AddressLine1 |
| City | MARINA DEL REY | City |
| State | CA | State |
| ZIP Code | 90292 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CONSTRUCTIONS | ServicesDesc |
| Compensation | $296,358 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $154,486 | FundraisingAmt |
| All Other Contributions | $11,180,454 | AllOtherContributionsAmt |
| Noncash Contributions | $654,674 | NoncashContributionsAmt |
| Total Contributions | $11,334,940 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611710 | $33,270,019 | $33,270,019 |
| SUMMER SCHOOL | 611710 | $599,319 | $599,319 |
| OTHER PROGRAM ACTIVITY | 611710 | $427,344 | $427,344 |
| RETREAT | 611710 | $184,014 | $184,014 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $34,480,696 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $694,392 | TotalRevenueColumnAmt |
| Exclusion | $694,392 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $555,711 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $154,486 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $280,797 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $274,914 | TotalRevenueColumnAmt |
| Exclusion | $274,914 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $1,137,792 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $1,038,317 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $99,475 | TotalRevenueColumnAmt |
| Exclusion | $99,475 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| TRANSPORTATION | 480000 | $468,084 | $468,084 |
| MISCELLANEOUS INCOME | 900099 | $23,098 | $23,098 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $491,182 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $47,375,599 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $34,480,696 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,559,963 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,557,590 | TotalAmt |
| Program Services | $3,557,590 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,286,950 | TotalAmt |
| Management And General | $1,038,964 | ManagementAndGeneralAmt |
| Fundraising | $247,986 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,115,664 | TotalAmt |
| Program Services | $14,107,924 | ProgramServicesAmt |
| Management And General | $1,904,214 | ManagementAndGeneralAmt |
| Fundraising | $1,103,526 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $917,499 | TotalAmt |
| Program Services | $751,376 | ProgramServicesAmt |
| Management And General | $107,367 | ManagementAndGeneralAmt |
| Fundraising | $58,756 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,779,065 | TotalAmt |
| Program Services | $2,518,257 | ProgramServicesAmt |
| Management And General | $157,699 | ManagementAndGeneralAmt |
| Fundraising | $103,109 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,270,983 | TotalAmt |
| Program Services | $987,658 | ProgramServicesAmt |
| Management And General | $206,092 | ManagementAndGeneralAmt |
| Fundraising | $77,233 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,665 | TotalAmt |
| Management And General | $14,665 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $308,984 | TotalAmt |
| Management And General | $308,984 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,500 | TotalAmt |
| Management And General | $48,500 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,555,781 | TotalAmt |
| Program Services | $45,986 | ProgramServicesAmt |
| Management And General | $734,564 | ManagementAndGeneralAmt |
| Fundraising | $775,231 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $525,672 | TotalAmt |
| Program Services | $525,672 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $503,235 | TotalAmt |
| Program Services | $422,250 | ProgramServicesAmt |
| Management And General | $80,985 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,659 | TotalAmt |
| Program Services | $38,300 | ProgramServicesAmt |
| Management And General | $34,732 | ManagementAndGeneralAmt |
| Fundraising | $10,627 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $172,073 | TotalAmt |
| Program Services | $143,223 | ProgramServicesAmt |
| Management And General | $17,039 | ManagementAndGeneralAmt |
| Fundraising | $11,811 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $532,244 | TotalAmt |
| Program Services | $467,994 | ProgramServicesAmt |
| Management And General | $64,250 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,504,369 | TotalAmt |
| Program Services | $3,123,069 | ProgramServicesAmt |
| Management And General | $381,300 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $664,580 | TotalAmt |
| Management And General | $664,580 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| BLDGS, GROUNDS & MAINT | $1,921,985 | $1,921,985 |
| STUDENT ACTIVITIES | $1,677,167 | $1,677,167 |
| STUDENT TRANSPORTAION | $931,052 | $931,052 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,561 | TotalAmt |
| Management And General | $129,561 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,501,278 | TotalAmt |
| Program Services | $31,219,503 | ProgramServicesAmt |
| Management And General | $5,893,496 | ManagementAndGeneralAmt |
| Fundraising | $2,388,279 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,630,040 | BOYAmt |
| EOY | $13,529,218 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,299,273 | BOYAmt |
| EOY | $3,285,956 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,793,355 | BOYAmt |
| EOY | $8,512,214 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $214,180 | BOYAmt |
| EOY | $680,998 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,993 | BOYAmt |
| EOY | $75,291 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,641,118 | BOYAmt |
| EOY | $871,131 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $80,314,974 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $50,097,449 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,140,729 | BOYAmt |
| EOY | $30,217,525 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,624,062 | BOYAmt |
| EOY | $14,397,654 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $362,021 | BOYAmt |
| EOY | $332,940 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,776,771 | BOYAmt |
| EOY | $71,902,927 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,116,669 | BOYAmt |
| EOY | $2,212,262 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,692,114 | BOYAmt |
| EOY | $16,806,281 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,984,903 | BOYAmt |
| EOY | $12,515,114 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,202 | BOYAmt |
| EOY | $98,342 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $496,988 | BOYAmt |
| EOY | $496,988 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,397,876 | BOYAmt |
| EOY | $32,128,987 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,164,654 | BOYAmt |
| EOY | $23,822,577 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,062,829 | BOYAmt |
| EOY | $12,780,004 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,151,412 | BOYAmt |
| EOY | $3,171,359 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,378,895 | BOYAmt |
| EOY | $39,773,940 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,776,771 | BOYAmt |
| EOY | $71,902,927 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $7,874,321 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $620,724 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$100,000 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,419,533 | BeginningYearBalanceAmt |
| Contributions | $205,409 | ContributionsAmt |
| Investment Earnings Or Losses | $1,313,612 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $12,938,554 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,654,568 | BeginningYearBalanceAmt |
| Contributions | $736,734 | ContributionsAmt |
| Investment Earnings Or Losses | $1,028,231 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $11,419,533 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,275,444 | BeginningYearBalanceAmt |
| Contributions | $320,139 | ContributionsAmt |
| Investment Earnings Or Losses | $58,985 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $9,654,568 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,969,428 | BeginningYearBalanceAmt |
| Contributions | $211,447 | ContributionsAmt |
| Investment Earnings Or Losses | $1,094,569 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $9,275,444 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,963,414 | BeginningYearBalanceAmt |
| Contributions | $209,890 | ContributionsAmt |
| Investment Earnings Or Losses | $796,124 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $7,969,428 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.55370 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.24130 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.20500 | 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 | $5,900,000 | OtherCostOrOtherBasisAmt |
| Book Value | $5,900,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $43,813,098 | OtherCostOrOtherBasisAmt |
| Depreciation | $32,957,709 | DepreciationAmt |
| Book Value | $10,855,389 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,901,680 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,876,472 | DepreciationAmt |
| Book Value | $6,025,208 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,869,330 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,108,905 | DepreciationAmt |
| Book Value | $1,760,425 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,830,866 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,154,363 | DepreciationAmt |
| Book Value | $5,676,503 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $30,217,525 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $45,657,847 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $620,724 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$3,557,590 | OtherRevenueAmt |
| Revenue Not Reported | -$2,936,866 | RevenueNotReportedAmt |
| Revenue Subtotal | $48,594,713 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$1,219,114 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$1,219,114 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $47,375,599 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $37,262,802 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1,319,114 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,319,114 | ExpensesNotReportedAmt |
| Expenses Subtotal | $35,943,688 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $3,557,590 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $3,557,590 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $39,501,278 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE SCHOOL HAS AGENCY/TRUST ACCOUNTS WHEREBY IT HOLDS FUNDS FOR A VARIETY OF ON-CAMPUS CLUBS, STUDENT ACTIVITIES AND THE PARENT ASSOCIATION. |
| PART V, LINE 4: | THE PURPOSE OF THE ENDOWMENT IS TO SUPPORT BRENTWOOD SCHOOL AND ITS MISSION OVER THE LONG-TERM. |
| PART X, LINE 2: | THE SCHOOL HAS FAVORABLE DETERMINATION LETTERS INDICATING IT HAS QUALIFIED AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES PROVIDE ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ORGANIZATION IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES ALL OF THE POSITIONS TAKEN BY THE SCHOOL ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. THE RETURNS ARE SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES GENERALLY THREE AND FOUR YEARS, RESPECTIVELY, AFTER THEY ARE FILED. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FINANCIAL AID -3,557,590. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | COST OF GOODS SOLD -1,038,317. SPECIAL EVENT EXPENSES -280,797. CONTRIBUTION 100,000. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 1,038,317. SPECIAL EVENT EXPENSES 280,797. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 3,557,590. |
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 HAS ITS RACIALLY NONDISCRIMINATORY POLICY PUBLISHED IN THE PUBLIC NEWSPAPER. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | SPRING BENEFIT | NameOfEvent1Amt |
| Gross Receipts Event1 | $542,878 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $154,486 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $388,392 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $137,159 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $2,525 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $61,767 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | PARTY BOOK / LOGO WEAR | NameOfEvent2Amt |
| Gross Receipts Event2 | $166,937 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $166,937 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $21,082 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $709,815 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $154,486 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $555,329 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $137,159 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $2,525 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $82,849 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $222,533 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $332,796 | 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 | 135 | RecipientCnt |
| Non Cash Assistance | $3,557,590 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | FINANCIAL AID FOR 135 STUDENTS | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FINANCIAL AID IS AWARDED TO ADMITTED STUDENTS BASED ON DEMONSTRATED NEED. NEED IS DETERMINED FROM INFORMATION CONTAINED IN THE PARENTS' FINANCIAL STATEMENT FORM. GRANT FUNDS ARE APPLIED DIRECTLY TO TUITION CHARGES FOR STUDENTS, AS WELL AS OTHER CHARGES SUCH AS RETREATS, BOOKS AND SCHOOL TRIPS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| 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 | Yes (1) | 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MICHAEL RIERA | ||||||||||||||
| HEAD OF SCHOOL | $396,713 | $0 | $30,000 | $0 | $10,000 | $0 | $47,662 | $0 | $70,325 | $0 | $554,700 | $0 | $0 | $0 |
| MITCHELL MCDIFFETT | ||||||||||||||
| DIRECTOR OF FINANCE | $207,187 | $0 | $0 | $0 | $0 | $0 | $10,455 | $0 | $4,635 | $0 | $222,277 | $0 | $0 | $0 |
| DAWN CUNNION | ||||||||||||||
| ASSOCIATE HEAD OF SCHOOL | $232,667 | $0 | $0 | $0 | $0 | $0 | $23,250 | $0 | $167 | $0 | $256,084 | $0 | $0 | $0 |
| GENNIFER YOSHIMARU | ||||||||||||||
| ASST HOS FOR ADVANCEMENT | $217,180 | $0 | $0 | $0 | $0 | $0 | $7,057 | $0 | $36,625 | $0 | $260,862 | $0 | $0 | $0 |
| ROBERT COOKE | ||||||||||||||
| UPPER SCHOOL DIRECTOR | $160,168 | $0 | $0 | $0 | $0 | $0 | $8,468 | $0 | $41,500 | $0 | $210,136 | $0 | $0 | $0 |
| RICK TORKELSON | ||||||||||||||
| DIRECTOR OF OPERATIONS | $178,386 | $0 | $0 | $0 | $0 | $0 | $9,409 | $0 | $51,325 | $0 | $239,120 | $0 | $0 | $0 |
| KEITH SARKISIAN | ||||||||||||||
| LOWER SCHOOL DIRECTOR | $137,672 | $0 | $5,000 | $0 | $0 | $0 | $14,718 | $0 | $67,975 | $0 | $225,365 | $0 | $0 | $0 |
| DAVID VELASQUEZ | ||||||||||||||
| ASST HOS FOR EXTERNAL AFFAIRS | $160,181 | $0 | $0 | $0 | $0 | $0 | $16,121 | $0 | $6,139 | $0 | $182,441 | $0 | $0 | $0 |
| MARK SEGAL | ||||||||||||||
| MIDDLE SCHOOL DIRECTOR | $141,642 | $0 | $0 | $0 | $0 | $0 | $4,415 | $0 | $14,867 | $0 | $160,924 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | AS PER HIS CONTRACT, THE HEAD OF THE SCHOOL IS REQUIRED TO OCCUPY SCHOOL OWNED HOUSING ADJACENT TO THE SCHOOL WHERE HE ALSO REGULARLY ENTERTAINS FOR SCHOOL RELATED FUNCTIONS. IN ADDITION, FOR THE SCHOOL'S CONVENIENCE, HOUSECLEANING SERVICES ARE PROVIDED TO MAINTAIN THE RESIDENCE. |
| PART I, LINE 4B | MICHAEL RIERA, HEAD OF SCHOOL, PARTICIPATED IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. |
| PART I, LINE 7 | DISCRETIONARY BONUSES PAID TO: MICHAEL RIERA, HEAD OF SCHOOL, $30,000 AND KEITH SARKISIAN, LOWER SCHOOL DIRECTOR, $5,000. |
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 INFRASTRUCTURE & ECONOMIC DEV BANK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 630304653 | BondIssuerEIN |
| CUSIP | 13033WYU1 | CUSIPNum |
| Bond Issued | 2007-07-05 | BondIssuedDt |
| Issue Price | $13,773,640 | IssuePriceAmt |
| Purpose | PAY OFF NOTES PAYABLE AND CONSTRUCTION | 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 | $13,773,640 | TotalProceedsAmt |
| In Reserve Fund | $1,319,640 | InReserveFundAmt |
| Refunding Escrow | $11,917,493 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $274,162 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $259,545 | CreditEnhancementAmt |
| Unspent | $2,800 | UnspentAmt |
| 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 | Yes (1) | 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 |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | OFFICER AND KEY EMPLOYEE | PersonNm |
| Relationship With Org | OFFICER AND KEY EMPLOYEE | RelationshipWithOrgTxt |
| Cash Grant | $93,250 | CashGrantAmt |
| Type Of Assistance | TUITION REMISSION | TypeOfAssistanceTxt |
| Assistance Purpose | TO WAIVE TUITION FOR CHILDREN ATTENDING BWS | AssistancePurposeTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 15 | ContributionCnt |
| Noncash Contributions Rpt F990 | $654,674 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV ON DATE OF GIFT | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | THE SCHOOL USES J.P. MORGAN SECURITIES FOR THE SALES OF STOCK DONATIONS. | 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 WAS REVIEWED BY THE AUDIT COMMITTEE AND THEN SENT TO THE BOARD OF TRUSTEES FOR ANY COMMENTS OR QUESTIONS PRIOR TO FINALIZATION. SCHEDULE B WAS EXCLUDED FROM THE DISTRIBUTION. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH BOARD OF TRUSTEE MEMBER IS REQUIRED TO SIGN A CONFLICT OF INTEREST DOCUMENT ANNUALLY. ALL POTENTIAL CONFLICTS ARE FOLLOWED UP AND NOTED. THESE FORMS ARE KEPT BY THE ASSISTANT TO THE HEAD OF THE SCHOOL. |
| FORM 990, PART VI, SECTION B, LINE 15 | A COMMITTEE OF THE BOARD, WITH ADVISEMENT OF A LAWYER, REVIEWED ALL DOCUMENTS, INCLUDING COMPARABLE SALARIES OF SCHOOLS WITHIN THE LOS ANGELES AREA. BASED ON THIS INFORMATION, A FAIR COMPENSATION WAS DETERMINED. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | BAD DEBT -100,000. |