THE NUEVA SCHOOL: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THE NUEVA SCHOOL (EIN 94-1633387)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-14
- IRS object ID
- 201321349349302872
- Schema version
- 2011v1.5
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-14T11:34:23-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941254756 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOOD & STRONG LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 FIRST STREET 14TH FLOOR | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941633387 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NUEVA SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NUEV | NameControl |
| Phone | 6503482272 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6565 SKYLINE BLVD | AddressLine1 |
| City | HILLSBOROUGH | City |
| State | CA | State |
| ZIP Code | 94010 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DIANE ROSENBERG | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 6503482272 | Phone |
| Date Signed | 2013-05-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK S HANCOCK | Name |
| PTIN | P00857085 | PTIN |
| Phone | 4157810793 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DIANE ROSENBERG | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6565 SKYLINE BLVD | AddressLine1 |
| City | HILLSBOROUGH | City |
| State | CA | State |
| ZIP Code | 94010 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 32152539 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.NUEVASCHOOL.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1966 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | INDEPENDENT SCHOOL OPERATING FOR EDUCATIONAL PURPOSES - STUDENTS GRADES PRE-K-8. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 27 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 27 | NbrIndependentVotingMembers |
| Total Nbr Employees | 193 | TotalNbrEmployees |
| Total Nbr Volunteers | 250 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3338225 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 15819122 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 13619307 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 15005071 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 312025 | InvestmentIncomePriorYear |
| Investment Income Current Year | 368700 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -459451 | OtherRevenuePriorYear |
| Other Revenue Current Year | -507981 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 16810106 | TotalRevenuePriorYear |
| Total Revenue Current Year | 30684912 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1062022 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1071310 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 8485329 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 9098951 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 631311 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 6771818 | OtherExpensePriorYear |
| Other Expenses Current Year | 7410193 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 16319169 | TotalExpensesPriorYear |
| Total Expenses Current Year | 17580454 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 490937 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 13104458 | RevenuesLessExpensesCY |
| Total Assets BOY | 55900309 | TotalAssetsBOY |
| Total Assets EOY | 69697563 | TotalAssetsEOY |
| Total Liabilities BOY | 16371345 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 17554476 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 39528964 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 52143087 | NetAssetsOrFundBalancesEOY |
| Mission Description | OUR SCHOOL COMMUNITY INSPIRES PASSION FOR LIFELONG LEARNING, FOSTERS SOCIAL AND EMOTIONAL ACUITY AND DEVELOPS THE CHILD'S IMAGINATIVE MIND. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 11442305 | Expense |
| Grants | 1071310 | Grants |
| Revenue | 15005071 | Revenue |
| Description | THE NUEVA SCHOOL IS A NATIONALLY RECOGNIZED CHILD-CENTERED INDEPENDENT SCHOOL SERVING HIGH ABILITY STUDENTS IN PRE-KINDERGARTEN THROUGH EIGHTH GRADE, EMPHASIZING INTEGRATED STUDIES, CREATIVE ARTS, AND SOCIAL-EMOTIONAL LEARNING. NUEVA OFFERS A CONSTRUCTIVIST PROGRAM, PROJECT-BASED LEARNING, AND SPECIALISTS IN THE ARTS, READING, MATH, SCIENCE, MUSIC, PHYSICAL EDUCATION, SOCIAL-EMOTIONAL LEARNING, LANGUAGES, AND DESIGN THINKING. | Description |
| Total Program Service Expense | 11442305 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 113 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 193 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 27 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 27 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIANE ROSENBERG | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6503504600 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6565 SKYLINE BLVD | AddressLine1 |
| City | HILLSBOROUGH | City |
| State | CA | State |
| ZIP Code | 94010 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (35 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| DENNIS WONG | |||||||
| CHAIR | 1.00 | X | X | 0 | 0 | 0 | |
| BRUCE COZADD | |||||||
| VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 | |
| BONNIE FOUGHT | |||||||
| VICE CHAIR AND TREASURER | 1.00 | X | X | 0 | 0 | 0 | |
| KAREN PACE | |||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 | |
| KAT ALFOND | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| SUSAN BARNES | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DERRICK BOLTON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| SAM BRONFMAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JOY COVEY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ELDRIDGE GRAY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| VERNON GRIGG III | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ZACK HERLICK | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JAMES ISAACS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| KARLA JURVETSON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| NEERU KHOSLA | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JOE KRAUS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| SUSANNA LOEB | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| FARZAD NAZEM | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| KAROLY NIKOLICH | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| GEORGE PAVLOV | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| CLAIRE PERRY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| LIBBY RAAB | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| RUSS SIEGELMAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| KR SRIDHAR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JIM THOMPSON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| STEVE VASSALLO | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| GRACE VOORHIS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MARA WALLACE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DIANE ROSENBERG | |||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 301416 | 0 | 130793 | ||
| TERRY LEE | |||||||
| ASSOCIATE HEAD OF SCHOOL/CFO/COO | 40.00 | X | 244686 | 0 | 34294 | ||
| MUNEERAH MERCHANT | |||||||
| DIRECTOR OF ADVANCEMENT | 40.00 | 133150 | 0 | 3980 | X | ||
| SHIRLEY DOXTAD | |||||||
| DIRECTOR OF FINANCE/ADMINISTRATION | 32.00 | 116909 | 0 | 13991 | X | ||
| CORY COMBS | |||||||
| DIRECTOR OF OUTREACH, MUSIC & ENRICHMENT | 40.00 | 114753 | 0 | 7208 | X | ||
| MATT BERMAN | |||||||
| COMMUNICATIONS/WEBSITE DIRECTOR/TEACHER | 40.00 | 114659 | 0 | 13921 | X | ||
| TARYN CLARK | |||||||
| DIRECTOR OF ADMISSIONS | 40.00 | 103920 | 0 | 10238 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1129493 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 214425 | TotalOtherCompensation |
| Number Individuals GT100 K | 7 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SODEXO | |||||
| DEPT 43283 | LOS ANGELES | CA | 900883283 | BUILDING MAINTENANCE | 631747 |
| LEDDY MAYTUM STACY ARCHITECTS | |||||
| 677 HARRISON STREET | SAN FRANCISCO | CA | 94107 | ARCHITECTURAL PROFESSIONAL SERVICES | 543200 |
| DARIOUSH INC | |||||
| 6114 LA SALLE AVE 575 | OAKLAND | CA | 94611 | CAFETERIA LUNCH & CATERING | 325710 |
| CYO TRANSPORTATION | |||||
| 699 SERRAMONTE BLVD SUITE 210 | DALY CITY | CA | 94015 | BUS TRANSPORTATION | 291193 |
| TRINET | |||||
| 1100 SAN LEANDRO BLVD STE 400 | SAN LEANDRO | CA | 94577 | PAYROLL/HR RESOURCES OUTSOURCING | 130063 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Fundraising Events | 2542472 | FundraisingEvents |
| All Other Contributions | 13276650 | AllOtherContributions |
| Noncash Contributions | 1321780 | NoncashContributions |
| Total Contributions | 15819122 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 611699 | 12388726 | 12388726 |
| OTHER PROGRAM SERVICE | 611710 | 2616345 | 2616345 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 15005071 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 309010 | TotalRevenueColumn |
| Exclusion | $309,010 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1019336 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 959646 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 59690 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 59690 | TotalRevenueColumn |
| Exclusion | $59,690 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 0 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 2542472 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 507981 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -507981 | TotalRevenueColumn |
| Exclusion | -$507,981 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 30684912 | TotalRevenueColumn |
| Related Or Exempt Function Income | 15005071 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$139,281 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1071310 | Total |
| Program Services | 1071310 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 695277 | Total |
| Management And General | 695277 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6833693 | Total |
| Program Services | 5430226 | ProgramServices |
| Management And General | 991250 | ManagementAndGeneral |
| Fundraising | 412217 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1569981 | Total |
| Program Services | 1172977 | ProgramServices |
| Management And General | 312970 | ManagementAndGeneral |
| Fundraising | 84034 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15823 | Total |
| Management And General | 15823 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33650 | Total |
| Management And General | 33650 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11324 | Total |
| Management And General | 11324 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2034125 | Total |
| Program Services | 1053114 | ProgramServices |
| Management And General | 979091 | ManagementAndGeneral |
| Fundraising | 1920 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48001 | Total |
| Program Services | 26329 | ProgramServices |
| Management And General | 14690 | ManagementAndGeneral |
| Fundraising | 6982 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52472 | Total |
| Program Services | 16422 | ProgramServices |
| Management And General | 21803 | ManagementAndGeneral |
| Fundraising | 14247 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 605483 | Total |
| Program Services | 605483 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 275592 | Total |
| Management And General | 275592 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14648 | Total |
| Management And General | 14648 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 104300 | Total |
| Program Services | 72068 | ProgramServices |
| Management And General | 32232 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 93336 | Total |
| Management And General | 93336 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1358283 | Total |
| Management And General | 1358283 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 101098 | Total |
| Management And General | 101098 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| CURRICULAR TRIP EXPENSE | 541572 | 541572 | ||
| INSTRUCTIONAL EXPENSE | 315772 | 315772 | ||
| STUDENT TRANSPORTATION | 264096 | 264096 | ||
| CAPITAL CAMPAIGN | 240439 | 94486 | 68747 | 77206 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1300179 | Total |
| Program Services | 778450 | ProgramServices |
| Management And General | 487024 | ManagementAndGeneral |
| Fundraising | 34705 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17580454 | Total |
| Program Services | 11442305 | ProgramServices |
| Management And General | 5506838 | ManagementAndGeneral |
| Fundraising | 631311 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1309812 | BOY |
| EOY | 255774 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7766226 | BOY |
| EOY | 10913630 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 218701 | BOY |
| EOY | 10576668 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3157942 | BOY |
| EOY | 3164358 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 350312 | BOY |
| EOY | 264781 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 44780690 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 9481205 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33976355 | BOY |
| EOY | 35299485 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8029758 | BOY |
| EOY | 7795930 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 893280 | BOY |
| EOY | 1060170 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 197923 | BOY |
| EOY | 366767 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55900309 | BOY |
| EOY | 69697563 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1218904 | BOY |
| EOY | 1692502 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12172441 | BOY |
| EOY | 13211974 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2980000 | BOY |
| EOY | 1200000 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 1450000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16371345 | BOY |
| EOY | 17554476 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29142086 | BOY |
| EOY | 29385274 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2458896 | BOY |
| EOY | 14485147 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7927982 | BOY |
| EOY | 8272666 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39528964 | BOY |
| EOY | 52143087 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55900309 | BOY |
| EOY | 69697563 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 13104458 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -490335 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | 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
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8930736 | BeginningOfYearBalance |
| Contributions | 344684 | Contributions |
| Investment Earnings Or Losses | -138642 | InvestmentEarningsOrLosses |
| Other Expenditures | 459489 | OtherExpenditures |
| End Of Year Balance | 8677289 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7330538 | BeginningOfYearBalance |
| Contributions | 426504 | Contributions |
| Investment Earnings Or Losses | 1541629 | InvestmentEarningsOrLosses |
| Other Expenditures | 367935 | OtherExpenditures |
| End Of Year Balance | 8930736 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6361538 | BeginningOfYearBalance |
| Contributions | 562542 | Contributions |
| Investment Earnings Or Losses | 665118 | InvestmentEarningsOrLosses |
| Other Expenditures | 258660 | OtherExpenditures |
| End Of Year Balance | 7330538 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5841916 | BeginningOfYearBalance |
| Contributions | 1146832 | Contributions |
| Investment Earnings Or Losses | -451349 | InvestmentEarningsOrLosses |
| Other Expenditures | 175861 | OtherExpenditures |
| End Of Year Balance | 6361538 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.95340 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.04660 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5352967 | OtherCostOrOtherBasis |
| Book Value | 5352967 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 35415336 | OtherCostOrOtherBasis |
| Depreciation | 7184877 | Depreciation |
| Book Value | 28230459 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2887406 | OtherCostOrOtherBasis |
| Depreciation | 2296328 | Depreciation |
| Book Value | 591078 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1124981 | OtherCostOrOtherBasis |
| Book Value | 1124981 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 35299485 | TotalOfBookValueLandBuildings |
| Total Revenue | 30684912 | TotalRevenue |
| Total Expenses | 17580454 | TotalExpenses |
| Excess Or Deficit For Year | 13104458 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -490335 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -490335 | TotalAdjustments |
| Excess Or Deficit Per FS | 12614123 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 29134454 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -490335 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -490335 | RevenueNotRptdF990 |
| Revenue Subtotal | 29624789 | RevenueSubtotal |
| Other Revenues Not Included | 1060123 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1060123 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 30684912 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 16520331 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 11187 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 11187 | ExpensesNotRptdF990 |
| Expenses Subtotal | 16509144 | ExpensesSubtotal |
| Other Expenses Not Included | 1071310 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 1071310 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 17580454 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE SCHOOL'S ENDOWMENT IS INVESTED IN MONEY MARKET FUNDS, MUTUAL FUNDS AND EXCHANGE TRADED FUNDS TO GENERATE GENERAL OPERATING SUPPORT TO THE ORGANIZATION. ITS ENDOWMENT INCLUDES DONOR-RESTRICTED ENDOWMENT FUNDS. NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. THE SCHOOL IS REINVESTING ALL INTEREST AND GAIN ASSOCIATED WITH ITS ENDOWMENTS. ACCORDINGLY, OVER THE LONG TERM, THE SCHOOL EXPECTS THE CURRENT SPENDING POLICY TO ALLOW ITS ENDOWMENT TO GROW AT A REASONABLE PREMIUM OVER INFLATION ANNUALLY. THIS IS CONSISTENT WITH THE ORGANIZATION'S OBJECTIVE TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS HELD IN PERPETUITY OR FOR A SPECIFIED TERM AS WELL AS TO PROVIDE ADDITIONAL REAL GROWTH THROUGH NEW GIFTS AND INVESTMENT RETURN. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE SCHOOL IS A TAX EXEMPT ORGANIZATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND THE CALIFORNIA TAX CODE. THE SCHOOL FOLLOWS THE GUIDANCE OF THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740 FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT EVALUATED THE SCHOOL'S TAX POSITIONS AND CONCLUDED THAT THE SCHOOL HAD MAINTAINED ITS TAX EXEMPT STATUS AND HAD NOT TAKEN UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE SCHOOL IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY FEDERAL OR STATE AUTHORITIES FOR YEARS BEFORE 2008 AND 2007, RESPECTIVELY. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID AWARDS 1,071,310. SPECIAL EVENTS EXPENSE -11,187. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENTS EXPENSE 11,187. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID AWARDS 1,071,310. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 0 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | Identifier |
| Return Reference | SCHEDULE E, PART I, LINE 3 | ReturnReference |
| Explanation | THROUGH A JOINT NEWSPAPER AD WITH OTHER LOCAL ISBOA MEMBER INDEPENDENT SCHOOLS. | Explanation |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | EDUCATIONAL CLASS TRIPS | 97383 |
| EUROPE | 0 | 0 | PROGRAM SERVICES | EDUCATIONAL CLASS TRIPS | 78000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 175383 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 175383 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | THE NUEVA BENEFIT AUCTION | NameOfEvent1 |
| Gross Receipts Event1 | 1245217 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 1245217 | CharitableContributionsEvent1 |
| Non Cash Prizes Event1 | 124478 | NonCashPrizesEvent1 |
| Food And Beverage Event1 | 55464 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 316852 | OtherDirectExpensesEvent1 |
| Name Of Event2 | NUEVA FUND | NameOfEvent2 |
| Gross Receipts Event2 | 1297255 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 1297255 | CharitableContributionsEvent2 |
| Other Direct Expenses Event2 | 11187 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 2542472 | GrossReceiptsTotal |
| Charitable Contributions Total | 2542472 | CharitableContributionsTotal |
| Non Cash Prizes Total Events | 124478 | NonCashPrizesTotalEvents |
| Food And Beverage Total Events | 55464 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 328039 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 507981 | DirectExpenseSummaryEvents |
| Net Income Summary | -507981 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 71 | NumberOfRecipients |
| Amount Of Cash Grant | 1071310 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE NUEVA SCHOOL'S FINANCIAL AWARD GRANTS ARE BASED SOLELY ON FINANCIAL NEED. EIGHTEEN PERCENT OF OUR STUDENTS RECEIVED AN AWARD. WE STRUCTURE OUR AWARDS BY FIRST SERVING THOSE FAMILIES CURRENTLY RECEIVING AID, THEN WE ADDRESS ANY REQUESTS MADE BY ENROLLED FAMILIES WHO HAVE HAD A CHANGE IN THEIR FINANCIAL STATUS. NEXT, WE ADDRESS THE NEEDS OF APPLICANTS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 0 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DIANE ROSENBERG | |||||||||||||
| 301416 | 0 | 0 | 0 | 0 | 0 | 92250 | 0 | 38543 | 0 | 432209 | 0 | 0 | 0 |
| TERRY LEE | |||||||||||||
| 244686 | 0 | 0 | 0 | 0 | 0 | 25909 | 0 | 8385 | 0 | 278980 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART I, LINE 1A | DIANE ROSENBERG IS REQUIRED TO LIVE IN A SCHOOL-OWNED HOUSE AS A CONDITION OF EMPLOYMENT AND FOR CONVENIENCE OF THE SCHOOL. THE ANNUAL FAIR MARKET VALUE IS APPROXIMATELY $30,000. | |
| PART I, LINE 4B | DIANE ROSENBERG RECEIVED IRC SECTION 457(F) DEFERRED COMPENSATION OF $80,000. TERRY LEE RECEIVED $20,000 OF IRC SECTION 457(F) DEFERRED COMPENSATION. | |
| PART III | IRC SECTION 457(F) DEFERRED COMPENSATION AS REPORTED IN PART II, COLUMN C IS UNEARNED AND SUBJECT TO RISK OF FORFEITURE UNTIL FULLY EARNED. | SUPPLEMENTAL INFORMATION |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 12 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 987767 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Securities Closely Held Stock SecuritiesCloselyHeldStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 211995 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (9 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | AUCTION ITEMS | 26 | 106922 | FAIR MARKET VALUE |
| X | MICROPHONES | 1 | 5687 | FAIR MARKET VALUE |
| X | TICKETS | 3 | 1033 | FAIR MARKET VALUE |
| X | PARENT SOCIAL DINNER | 1 | 2692 | FAIR MARKET VALUE |
| X | PLAY-WELL TEKNOLOGIES WORKSHOP | 1 | 150 | FAIR MARKET VALUE |
| X | CONCIERGE CAMPING FOOD PREPARATION | 1 | 1047 | FAIR MARKET VALUE |
| X | GARDEN BOXES | 1 | 1319 | FAIR MARKET VALUE |
| X | POKER PARTY SUPPLIES | 1 | 2519 | FAIR MARKET VALUE |
| X | PRINTER | 1 | 649 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: | Identifier |
| Return Reference | PART I, COLUMN (B): | ReturnReference |
| Explanation | THE NUMBER REFLECTS THE NUMBER OF CONTRIBUTIONS RECEIVED AND NOT THE NUMBER OF ITEMS CONTRIBUTED. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE TAXPAYER'S ACCOUNTING FIRM FORWARDED THE FORM 990 TO THE FINANCE DIRECTOR. THE FINANCE DIRECTOR FORWARDED THE FORM 990 TO THE CFO/EXECUTIVE DIRECTOR. THE CFO FORWARDED THE FORM 990 TO THE TREASURER WHO THEN FORWARDED TO BOARD MEMBERS FOR THEIR REVIEW PRIOR TO FILING THE FORM 990. BOARD MEMBERS WERE ENCOURAGED TO REVIEW THE FORM 990 AND TO FORWARD THEIR QUESTIONS TO THE CFO/TREASURER/FINANCE DIRECTOR. EITHER THE CFO/TREASURER/FINANCE DIRECTOR OR THE ACCOUNTING FIRM ADDRESSED THE QUESTIONS FROM THE BOARD. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE NUEVA SCHOOL CONFLICT OF INTEREST POLICY COVERS ITS TRUSTEES, EXECUTIVE DIRECTOR, OFFICERS AND ALL EMPLOYEES OF THE NUEVA SCHOOL. IT REQUIRES INDIVIDUALS TO DISCLOSE TO THE PRESIDENT OF THE BOARD OF TRUSTEES AND THE EXECUTIVE DIRECTOR EXISTENCE OF ANY FINANCIAL OR COMPETITIVE INTEREST THAT MAY GIVE RISE TO A CONFLICT OF INTEREST. ADDITIONALLY, THE EXECUTIVE DIRECTOR AND THE ASSOCIATE HEAD OF SCHOOL WILL MONITOR PROPOSED OR ONGOING TRANSACTIONS FOR POTENTIAL CONFLICT OF INTEREST AND DISCLOSE THEM TO THE PRESIDENT OF THE BOARD OF TRUSTEES. A PERSON WHO REPORTS OR IS DISCLOSED AS HAVING A CONFLICT OF INTEREST MAY BE REQUIRED TO BE DISQUALIFIED FROM PARTICIPATING IN RELATED DISCUSSION OR DECISION. THIS POLICY IS DISCUSSED EACH YEAR AT A BOARD OF TRUSTEES MEETING, WHERE INDIVIDUALS WITH POTENTIAL CONFLICTS ARE ENCOURAGED TO DISCLOSE ANY POTENTIAL CONFLICTS TO THE EXECUTIVE DIRECTOR AND THE PRESIDENT OF THE BOARD OF TRUSTEES. | |
| FORM 990, PART VI, SECTION B, LINE 15 | BOARD COMPENSATION COMMITTEE ENGAGED AN INDEPENDENT COMPENSATION CONSULTANT TO OBTAIN BENCHMARK DATA, AND ASSESS THE APPROPRIATE LEVEL OF COMPENSATION FOR EXECUTIVE DIRECTOR. THE SCHOOL ALSO PREPARED BENCHMARK DATA AVAILABLE FROM ISBOA AND NAIS SURVEYS FOR COMPENSATION COMMITTEE REVIEW. | |
| FORM 990, PART VI, SECTION C, LINE 19 | AUDITED FINANCIALS, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -490,335. | CHANGES IN NET ASSETS OR FUND BALANCES: |