INTERNATIONAL SCHOOL OF MONTEREY: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- INTERNATIONAL SCHOOL OF MONTEREY (EIN 77-0485756)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-01-28
- IRS object ID
- 201400289349300010
- Schema version
- 2012v2.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-01-28T15:16:14-08:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Christy White Acct Corp | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2727 Camino Del Rio S | AddressLine1 |
| City | San Diego | City |
| State | CA | State |
| ZIP Code | 92108 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770485756 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | International School of Monterey | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | INTE | NameControl |
| Phone | 8315832165 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1720 Yosemite Street | AddressLine1 |
| City | Seaside | City |
| State | CA | State |
| ZIP Code | 93955 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SEAN MADDEN | Name |
| Title | Director | Title |
| Date Signed | 2014-01-28 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Christy White | Name |
| PTIN | P01297358 | PTIN |
| Phone | 6192708222 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3135439 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.ismonterey.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1998 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | INTERNATIONAL 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 9 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 9 | NbrIndependentVotingMembers |
| Total Nbr Employees | 55 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 3276756 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3016488 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 87761 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 97876 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 3701 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2402 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 4401 | OtherRevenuePriorYear |
| Other Revenue Current Year | 7289 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3372619 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3124055 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2404166 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2541329 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 18449 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 682348 | OtherExpensePriorYear |
| Other Expenses Current Year | 735935 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3086514 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3277264 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 286105 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -153209 | RevenuesLessExpensesCY |
| Total Assets BOY | 1447368 | TotalAssetsBOY |
| Total Assets EOY | 1285186 | TotalAssetsEOY |
| Total Liabilities BOY | 460857 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 451884 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 986511 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 833302 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE MISSION OF ISM IS TO EDUCATE ALL CHILDREN TOWARD BECOMING CONSCIENTIOUS, COMPASSIONATE, AND RESPONSIBLE CITIZENS OF THE WORLD. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 3002655 | Expense |
| Revenue | 3114364 | Revenue |
| Description | ISM 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 A CANDIDATE SCHOOL FOR THE PRIMARY YEARS AND MIDDLE YEARS PROGRAMMES OF THE INTERNATIONAL BACCALAUREATE (IB), AND IS PURSUING AUTHORIZATION AS AN IB WORLD SCHOOL. | Description |
| Total Program Service Expense | 3002655 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 6 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 55 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | false | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 9 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 9 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | false | DocumentRetentionPolicy |
| Compensation Process CEO | false | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Sean Madden | NamePerson |
| Telephone Number | 8315832166 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1720 Yosemite Street | AddressLine1 |
| City | Seaside | City |
| State | CA | State |
| ZIP Code | 93955 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (12 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|---|
| JOHN TILLEY | |||||||
| Trustee | 2.00 | 0.00 | X | 0 | 0 | 0 | |
| KELLY SORENSON | |||||||
| Trustee | 2.00 | 0.00 | X | 0 | 0 | 0 | |
| VALERIE JOSEPHSON MD | |||||||
| Trustee | 2.00 | 0.00 | X | 0 | 0 | 0 | |
| ROBERTA INFELISE EDD | |||||||
| Trustee | 2.00 | 0.00 | X | 0 | 0 | 0 | |
| JOHN BAILEY | |||||||
| Trustee | 2.00 | 0.00 | X | 0 | 0 | 0 | |
| LAUREN COHEN | |||||||
| Secretary | 3.00 | 0.00 | X | 0 | 0 | 0 | X |
| CRISTOFER CABANILLAS | |||||||
| Treasurer | 3.00 | 0.00 | X | 0 | 0 | 0 | X |
| SUNDER RAMASWAMY PHD | |||||||
| VICE CHAIR | 3.00 | 0.00 | X | 0 | 0 | 0 | X |
| CHRIS STEINBRUNER CPA | |||||||
| CHAIR | 3.00 | 0.00 | X | 0 | 0 | 0 | X |
| LISA GRIFFIN BURNS | |||||||
| OPER./HR MGR | 40.00 | 0.00 | 67604 | 0 | 8373 | X | |
| CATHERINE GLICK | |||||||
| PRINCIPAL | 40.00 | 0.00 | 94540 | 0 | 7771 | X | |
| Sean Madden | |||||||
| Director | 40.00 | 0.00 | 105585 | 0 | 8682 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 267729 | TotalReportableCompFromOrg |
| Total Other Compensation | 24826 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Government Grants | 2648721 | GovernmentGrants |
| All Other Contributions | 367767 | AllOtherContributions |
| Total Contributions | 3016488 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| STUDENT LUNCH SALES | 722210 | 393 | 393 |
| STUDENT BODY ACTIVITIES | 611710 | 20677 | 20677 |
| AFTERSCHOOL CARE FEES | 624410 | 76806 | 76806 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 97876 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2402 | TotalRevenueColumn |
| Exclusion | $2,402 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 2775 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 2775 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2775 | TotalRevenueColumn |
| Exclusion | $2,775 | ExclusionAmount |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 15898 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 11384 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4514 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3124055 | TotalRevenueColumn |
| Related Or Exempt Function Income | 97876 | RelatedOrExemptFunctionIncome |
| Exclusion | $5,177 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 294956 | Total |
| Program Services | 208036 | ProgramServices |
| Management And General | 76671 | ManagementAndGeneral |
| Fundraising | 10249 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1672802 | Total |
| Program Services | 1588470 | ProgramServices |
| Management And General | 81715 | ManagementAndGeneral |
| Fundraising | 2617 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 206668 | Total |
| Program Services | 188507 | ProgramServices |
| Management And General | 16505 | ManagementAndGeneral |
| Fundraising | 1656 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 247528 | Total |
| Program Services | 222775 | ProgramServices |
| Management And General | 22278 | ManagementAndGeneral |
| Fundraising | 2475 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 119375 | Total |
| Program Services | 107437 | ProgramServices |
| Management And General | 10744 | ManagementAndGeneral |
| Fundraising | 1194 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22745 | Total |
| Program Services | 22745 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14396 | Total |
| Program Services | 10797 | ProgramServices |
| Management And General | 3599 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78228 | Total |
| Program Services | 58671 | ProgramServices |
| Management And General | 19557 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17430 | Total |
| Program Services | 14428 | ProgramServices |
| Management And General | 3002 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9145 | Total |
| Program Services | 9145 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25695 | Total |
| Program Services | 23217 | ProgramServices |
| Management And General | 2220 | ManagementAndGeneral |
| Fundraising | 258 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5053 | Total |
| Program Services | 4548 | ProgramServices |
| Management And General | 505 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 119774 | Total |
| Program Services | 107576 | ProgramServices |
| Management And General | 12198 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17164 | Total |
| Program Services | 15448 | ProgramServices |
| Management And General | 1716 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2147 | Total |
| Program Services | 1718 | ProgramServices |
| Management And General | 429 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25104 | Total |
| Program Services | 20083 | ProgramServices |
| Management And General | 5021 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| TEXTBOOKS & CLASSROOM SUPPLIES | 190554 | 190554 |
| SPECIAL EDUCATION ENCROACHMENT | 208500 | 208500 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3277264 | Total |
| Program Services | 3002655 | ProgramServices |
| Management And General | 256160 | ManagementAndGeneral |
| Fundraising | 18449 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 264600 | BOY |
| EOY | 176725 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 283451 | BOY |
| EOY | 622510 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 774142 | BOY |
| EOY | 429893 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50000 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 71207 | BOY |
| EOY | 51542 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 118702 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 114186 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3968 | BOY |
| EOY | 4516 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1447368 | BOY |
| EOY | 1285186 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 460857 | BOY |
| EOY | 451884 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 460857 | BOY |
| EOY | 451884 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 943607 | BOY |
| EOY | 814312 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42904 | BOY |
| EOY | 18990 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 986511 | BOY |
| EOY | 833302 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1447368 | BOY |
| EOY | 1285186 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -153209 | ReconcilationRevenueExpenses |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 118702 | OtherCostOrOtherBasis |
| Depreciation | 114186 | Depreciation |
| Book Value | 4516 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 4516 | TotalOfBookValueLandBuildings |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 3135439 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 11384 | OtherRevenues |
| Revenue Not Rptd F990 | 11384 | RevenueNotRptdF990 |
| Revenue Subtotal | 3124055 | RevenueSubtotal |
| Total Revenue Per Form990 | 3124055 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3288648 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 11384 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 11384 | ExpensesNotRptdF990 |
| Expenses Subtotal | 3277264 | ExpensesSubtotal |
| Total Expenses Per Form990 | 3277264 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part XII, Line 2d | Part XII, Line 2d: Other expenses and losses per audited F/S | DIRECT EXPENSES FOR FUNDRAISING EVENT $11384 |
| Part XI, Line 2d | Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 | DIRECT EXPENSES FOR FUNDRAISING EVENT $11384 |
| Part X | Part X : FIN48 Footnote | ISM'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, 2013. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | false | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | true | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (3 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Schedule E, Line 4 - Explanation of Records and Materials Not Maintained | THE 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 3 - Racially Nondiscriminatory Policy Publicized | THE 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 6 - Explanation of Aid or Assistance from Governmental Agency | THE 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 G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | false | AgreementRefFundraising |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | BOOK FAIR | NameOfEvent1 |
| Gross Receipts Event1 | 15898 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 15898 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 11384 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 15898 | GrossReceiptsTotal |
| Gross Revenue Total Events | 15898 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 11384 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 11384 | DirectExpenseSummaryEvents |
| Net Income Summary | 4514 | NetIncomeSummary |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part VI, Line 19 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FROM THE SCHOOL SITE AS WELL AS THE SCHOOL'S WEBSITE |
| Form 990, Part VI, Line 12c | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | ALL MEMBERS OF THE GOVERNING BOARD ARE REQUIRED TO ANNUALLY SIGN A DECLARATION THAT THEY HAVE READ, UNDERSTAND, AND COMPLY WITH THE CONFLICT OF INTEREST POLICY. TRUSTEES MUST INDICATE ANY POTENTIAL CONFLICTS IN ORDER TO COMPLY WITH THE POLICY. THE AUDIT COMMITTEE MONITORS COMPLIANCE AND REMINDS TRUSTEES TO SELF-MONITOR. |
| Form 990, Part VI, Line 11b | Form 990, Part VI, Line 11b: Form 990 Review Process | THE 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. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus |
|---|---|---|---|---|---|---|---|---|---|---|
| MONTEREY PENINSULA UNIFIED SCHOOL DIST | ||||||||||
| 700 PACIFIC STREET | MONTEREY | CA | 93940 | 770320712 | GOVERNMENTAL SCHOOL DISTRICT | CA | N/A | false | ||
| INTL SCHOOL OF MONTEREY FOUNDATION | ||||||||||
| 1720 YOSEMITE STREET | SEASIDE | CA | 93955 | 743062542 | SUPPORT INTERNATIONAL SCHOOL OF MONTEREY | CA | N/A | false | 501(C)(3) | LINE 11 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| MONTEREY PENINSULA UNIFIED SCHOOL DIST | ||
| p | 208500 | SPECIAL ED FEES |
| MONTEREY PENINSULA UNIFIED SCHOOL DIST | ||
| m | 22745 | OVERSIGHT FEE |
| MONTEREY PENINSULA UNIFIED SCHOOL DIST | ||
| k | 93660 | FACILITY USAGE |
| INTL SCHOOL OF MONTEREY FOUNDATION | ||
| c | 213437 | GRANTS |