COLLEGE PREPARATORY SCHOOL: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- COLLEGE PREPARATORY SCHOOL (EIN 94-1492272)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2011-11-11
- IRS object ID
- 201103159349301945
- Schema version
- 2010v3.4
- 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 M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-11T10:57:22-06:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO MCKENNA LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12667 ALCOSTA BOULEVARD SUITE 500 | AddressLine1 |
| City | SAN RAMON | City |
| State | CA | State |
| ZIP Code | 945834427 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941492272 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COLLEGE PREPARATORY SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | COLL | NameControl |
| Phone | 5106520111 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6100 BROADWAY | AddressLine1 |
| City | OAKLAND | City |
| State | CA | State |
| ZIP Code | 94618 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES GILLILAND | Name |
| Title | CO-CHAIR | Title |
| Phone | 5106520111 | Phone |
| Date Signed | 2011-11-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BARBARA CYPHERS | Name |
| Phone | 9257902600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JAMES GILLILAND | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6100 BROADWAY | AddressLine1 |
| City | OAKLAND | City |
| State | CA | State |
| ZIP Code | 94618 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 18683089 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.COLLEGE-PREP.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1960 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | THE COLLEGE PREPARATORY SCHOOL PREPARES STUDENTS FOR PRODUCTIVE, ETHICAL LIVES IN COLLEGE & BEYOND. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 23 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 23 | NbrIndependentVotingMembers |
| Total Nbr Employees | 128 | TotalNbrEmployees |
| Total Nbr Volunteers | 500 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 5074914 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 6512711 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 10737726 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 11749996 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 242681 | InvestmentIncomePriorYear |
| Investment Income Current Year | 202891 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -23754 | OtherRevenuePriorYear |
| Other Revenue Current Year | -14811 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 16031567 | TotalRevenuePriorYear |
| Total Revenue Current Year | 18450787 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1824822 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1967451 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 8110971 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 8302733 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 801154 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2207735 | OtherExpensePriorYear |
| Other Expenses Current Year | 2351701 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 12143528 | TotalExpensesPriorYear |
| Total Expenses Current Year | 12621885 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 3888039 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 5828902 | RevenuesLessExpensesCY |
| Total Assets BOY | 29319570 | TotalAssetsBOY |
| Total Assets EOY | 37782518 | TotalAssetsEOY |
| Total Liabilities BOY | 6293712 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 6750831 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 23025858 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 31031687 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE COLLEGE PREPARATORY SCHOOL, A COMMUNITY OF STUDENTS, TEACHERS AND STAFF, PREPARES OUR STUDENTS FOR PRODUCTIVE, ETHICAL LIVES IN COLLEGE AND BEYOND THROUGH A CHALLENGING AND STIMULATING EDUCATION IN AN ATMOSPHERE OF CONSIDERATION, TRUST, AND MUTUAL RESPONSIBILITY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 9876193 | Expense |
| Grants | 1967451 | Grants |
| Revenue | 11749996 | Revenue |
| Description | THE COLLEGE PREPARATORY SCHOOL IS AN INDEPENDENT COEDUCATIONAL DAY SCHOOL IN OAKLAND, CALIFORNIA, GRADES 9 THROUGH 12, FOR INTELLECTUAL RISK-TAKERS WHO WANT TO PURSUE A SERIOUS, PURPOSEFUL EDUCATION WITH OTHERS WHO FEEL THE SAME WAY.FOR THE 2010-11 SCHOOL YEAR, THE COLLEGE PREPARATORY SCHOOL PROVIDED AN INSPIRING EDUCATION TO 372 STUDENTS, 43% OF WHOM WERE STUDENTS OF COLOR, AND 24% OF WHOM RECEIVED $1.8 MILLION IN NEED-BASED FINANCIAL AID. FOR THE 2010-11 SCHOOL YEAR, THE COLLEGE PREPARATORY SCHOOL GRADUATED AND MATRICULATED 87 SENIORS TO 38 PRIVATE UNIVERSITIES AND 8 PUBLIC UNIVERSITIES IN THE UNITED STATES AND SCOTLAND. | Description |
| Total Program Service Expense | 9876193 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| 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 | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | 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 | 1 | 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 | 50 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 128 | 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 | 23 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 23 | 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 | 0 | 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 | 0 | 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 | LYNNE JONES DIRECTOR OF FINANCECONTROLLER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5104202344 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6100 BROADWAY | AddressLine1 |
| City | OAKLAND | City |
| State | CA | State |
| ZIP Code | 94618 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (30 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| PETER AITELLI | |||||||
| TRUSTEE | 4.00 | X | 0 | 0 | 0 | ||
| BURT ALPER | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| TOM BEACH | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| ANNE BUCKLEY | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| TOM CHANG | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| LEE DOUGLAS | |||||||
| TREASURER | 2.00 | X | 0 | 0 | 0 | X | |
| SPENCER DOYLE | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| ROMEO GARCIA | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JIM GILLILAND | |||||||
| CO-CHAIR | 4.00 | X | 0 | 0 | 0 | X | |
| MARTHA GOODBAR | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| AUDREY GRUBMAN | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| TONIA HSIEH | |||||||
| CO-CHAIR | 4.00 | X | 0 | 0 | 0 | X | |
| ANDY IMBRIE | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| TORI LAWRENCE | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| KARAN MERRY | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| EUGENE PORTER | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| SUSAN RAIFMAN | |||||||
| CO-SECRETARY | 2.00 | X | 0 | 0 | 0 | X | |
| ARPAD MOLNAR | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JOHN RUMSEY | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JONATHAN SIEGAL | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| DIANA STARING | |||||||
| CO-SECRETARY | 2.00 | X | 0 | 0 | 0 | X | |
| MARK SUGIYAMA | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| BOB SPEARS | |||||||
| TRUSTEE | 4.00 | X | 0 | 0 | 0 | ||
| MURRAY COHEN | |||||||
| HEAD OF SCHOOL | 60.00 | 226290 | 0 | 75899 | X | ||
| JANE H CARNEY START 7110 | |||||||
| CHIEF FINANCIAL OFFICER | 60.00 | 76800 | 0 | 15224 | X | ||
| MARTIN BONILLA | |||||||
| DIRECTOR OF COLLEGE COUNSELING | 40.00 | 134150 | 0 | 27623 | X | ||
| KIM COULL | |||||||
| DIRECTOR OF DEVELOPMENT | 50.00 | 130664 | 0 | 25691 | X | ||
| JOYCE CRISMAN | |||||||
| TEACHER | 40.00 | 150903 | 0 | 12433 | X | ||
| SHARONA BARZILAY | |||||||
| DEAN OF ACADEMICS | 40.00 | 125165 | 0 | 31567 | X | ||
| JOHN FAGGI | |||||||
| TEACHER | 40.00 | 156549 | 0 | 13152 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1000521 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 201589 | TotalOtherCompensation |
| Number Individuals GT100 K | 9 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| OLIVER & COMPANY | |||||
| 1300 SOUTH 51ST STREET | RICHMOND | CA | 94804 | CONSTRUCTION | 598037 |
| SODEXO | |||||
| DEPT 43283 | LOS ANGELES | CA | 90088 | FACILITIES MANAGEMENT | 421424 |
| RATCLIFF ARCHITECTS | |||||
| 5856 DOYLE STREET | EMERYVILLE | CA | 94608 | ARCHITECTURE SERVICES | 389784 |
| KSD | |||||
| 1200 CONCORD AVE STE 170 | CONCORD | CA | 94520 | CONSTRUCTION MANAGEMENT | 117207 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| Fundraising Events | 102561 | FundraisingEvents |
| All Other Contributions | 6410150 | AllOtherContributions |
| Noncash Contributions | 467900 | NoncashContributions |
| Total Contributions | 6512711 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 611600 | 11683847 | 11683847 |
| OTHER PROGRAM INCOME | 611600 | 66149 | 66149 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 11749996 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 256111 | TotalRevenueColumn |
| Exclusion | $256,111 | ExclusionAmount |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 53220 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -53220 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -53220 | TotalRevenueColumn |
| Exclusion | -$53,220 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 164271 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 102561 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 179082 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -14811 | TotalRevenueColumn |
| Exclusion | -$14,811 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 18450787 | TotalRevenueColumn |
| Related Or Exempt Function Income | 11749996 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $188,080 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1967451 | Total |
| Program Services | 1967451 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 355674 | Total |
| Program Services | 106702 | ProgramServices |
| Management And General | 177837 | ManagementAndGeneral |
| Fundraising | 71135 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6428875 | Total |
| Program Services | 5462801 | ProgramServices |
| Management And General | 476583 | ManagementAndGeneral |
| Fundraising | 489491 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 498951 | Total |
| Program Services | 268680 | ProgramServices |
| Management And General | 230271 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 539281 | Total |
| Program Services | 282829 | ProgramServices |
| Management And General | 256452 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 479952 | Total |
| Program Services | 320762 | ProgramServices |
| Management And General | 159190 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9085 | Total |
| Management And General | 9085 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61103 | Total |
| Management And General | 61103 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 170630 | Total |
| Program Services | 49392 | ProgramServices |
| Management And General | 104354 | ManagementAndGeneral |
| Fundraising | 16884 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15705 | Total |
| Management And General | 15705 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 204070 | Total |
| Program Services | 66677 | ProgramServices |
| Management And General | 69995 | ManagementAndGeneral |
| Fundraising | 67398 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70427 | Total |
| Program Services | 60386 | ProgramServices |
| Management And General | 895 | ManagementAndGeneral |
| Fundraising | 9146 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 653591 | Total |
| Program Services | 564894 | ProgramServices |
| Management And General | 63794 | ManagementAndGeneral |
| Fundraising | 24903 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40977 | Total |
| Program Services | 25177 | ProgramServices |
| Management And General | 11868 | ManagementAndGeneral |
| Fundraising | 3932 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 202769 | Total |
| Program Services | 82724 | ProgramServices |
| Management And General | 77143 | ManagementAndGeneral |
| Fundraising | 42902 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1790 | Total |
| Management And General | 1790 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 430898 | Total |
| Program Services | 374077 | ProgramServices |
| Management And General | 39515 | ManagementAndGeneral |
| Fundraising | 17306 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 121903 | Total |
| Management And General | 121903 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| SUPPLIES | 101193 | 68563 | 24922 | 7708 |
| EQUIPMENT RENTAL & MAIN | 91617 | 85147 | 6003 | 467 |
| MISCELLANEOUS | 83065 | 44899 | 9825 | 28341 |
| DUES AND SUBSCRIPTIONS | 82958 | 45032 | 16385 | 21541 |
| ALLOCATION TO PARTNERS | 7500 | 7500 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2420 | Total |
| Management And General | 2420 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12621885 | Total |
| Program Services | 9876193 | ProgramServices |
| Management And General | 1944538 | ManagementAndGeneral |
| Fundraising | 801154 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7346626 | BOY |
| EOY | 7991438 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2119169 | BOY |
| EOY | 3533761 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 113760 | BOY |
| EOY | 70727 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28359 | BOY |
| EOY | 15317 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61592 | BOY |
| EOY | 65460 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 10295855 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 5609728 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4965239 | BOY |
| EOY | 4686127 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13401189 | BOY |
| EOY | 16259552 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1283636 | BOY |
| EOY | 5160136 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29319570 | BOY |
| EOY | 37782518 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1155057 | BOY |
| EOY | 1616313 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5104909 | BOY |
| EOY | 5116579 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33746 | BOY |
| EOY | 17939 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6293712 | BOY |
| EOY | 6750831 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6743978 | BOY |
| EOY | 7811896 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4500419 | BOY |
| EOY | 10518701 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11781461 | BOY |
| EOY | 12701090 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23025858 | BOY |
| EOY | 31031687 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29319570 | BOY |
| EOY | 37782518 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 5828902 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 2176927 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| 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 | 12020221 | BeginningOfYearBalance |
| Contributions | 941351 | Contributions |
| Investment Earnings Or Losses | 2329323 | InvestmentEarningsOrLosses |
| Other Expenditures | 511355 | OtherExpenditures |
| End Of Year Balance | 14779540 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10129862 | BeginningOfYearBalance |
| Contributions | 1138609 | Contributions |
| Investment Earnings Or Losses | 1231311 | InvestmentEarningsOrLosses |
| Other Expenditures | 470620 | OtherExpenditures |
| End Of Year Balance | 12020221 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11418107 | BeginningOfYearBalance |
| Contributions | 807273 | Contributions |
| Investment Earnings Or Losses | -1788490 | InvestmentEarningsOrLosses |
| Other Expenditures | 384774 | OtherExpenditures |
| End Of Year Balance | 10129862 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.86400 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.13500 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 95489 | OtherCostOrOtherBasis |
| Book Value | 95489 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8952444 | OtherCostOrOtherBasis |
| Depreciation | 4588334 | Depreciation |
| Book Value | 4364110 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1247922 | OtherCostOrOtherBasis |
| Depreciation | 1021394 | Depreciation |
| Book Value | 226528 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 4686127 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENTS UNDER MANAGEMENT | Description |
| Book Value | 16259552 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 16259552 | TotalOfBookValueSecurities |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DUE FROM PARTNERS PROGRAM | 176671 |
| CONSTRUCTION IN PROGRESS | 4431465 |
| ATHLETICS FIELD LEASE | 552000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 5160136 | TotalBookValueOtherAssets |
| Total Revenue | 18450787 | TotalRevenue |
| Total Expenses | 12621885 | TotalExpenses |
| Excess Or Deficit For Year | 5828902 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 2176927 | NetUnrealizedGLOnInvestments |
| Other | $90,169 | OtherAmount |
| Total Adjustments | 2267096 | TotalAdjustments |
| Excess Or Deficit Per FS | 8095998 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 18884354 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 2176927 | NetUnrealizedGainsInvestments |
| Other Revenues | 271791 | OtherRevenues |
| Revenue Not Rptd F990 | 2448718 | RevenueNotRptdF990 |
| Revenue Subtotal | 16435636 | RevenueSubtotal |
| Other Revenues Not Included | 2015151 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 2015151 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 18450787 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 10788356 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 181622 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 181622 | ExpensesNotRptdF990 |
| Expenses Subtotal | 10606734 | ExpensesSubtotal |
| Other Expenses Not Included | 2015151 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 2015151 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 12621885 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | EACH ENDOWMENT FUND IS USED FOR ITS INTENDED PURPOSE AS STIPULATED IN THE GIFT INSTRUMENTS, INCLUDING FINANCIAL AID, IN SUPPORT OF THE DRAMA PROGRAM, IN SUPPORT OF THE DEBATE PROGRAM, IN SUPPORT OF FACULTY SALARIES, ETC. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE SCHOOL HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF JUNE 30, 2011, THE SCHOOL DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | CONSOLIDATED ENTITY CHANGE IN NET ASSETS 90,169. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | CONSOLIDATED ENTITY REVENUE 271,791. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | TUITION ASSISTANCE 1,967,451. REVENUE ELIMINATED IN CONSOLIDATION 7,500. RECLASS OF UNCOLLECTED TUITION 40,200. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | CONSOLIDATED ENTITY EXPENSE 181,622. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | TUITION ASSISTANCE 1,967,451. EXPENSE ELIMINATED IN CONSOLIDATION 7,500. RECLASS OF UNCOLLECTED TUITION 40,200. |
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 | THE SCHOOL PUBLISHES ITS NONDISCRIMINATORY POLICY ANNUALLY WITH ISBOA, THE INDEPENDENT SCHOOL BUSINESS OFFICERS ASSOCIATION. DURING THE YEAR ENDED JUNE 30, 2011, THE POLICY WAS PUBLISHED IN THE SAN FRANCISCO CHRONICLE ON MAY 18, 2011. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ANNUAL AUCTION | NameOfEvent1 |
| Gross Receipts Event1 | 221897 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 90861 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 131036 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 2640 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 122633 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 24190 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 1249 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 23405 | OtherDirectExpensesEvent1 |
| Name Of Event2 | FAMILY DONATIONS TO PARENTS' ASSC. | NameOfEvent2 |
| Gross Receipts Event2 | 11700 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 11700 | CharitableContributionsEvent2 |
| Other Direct Expenses Event2 | 4965 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 4 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 33235 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 33235 | GrossRevenueOtherEvents |
| Gross Receipts Total | 266832 | GrossReceiptsTotal |
| Charitable Contributions Total | 102561 | CharitableContributionsTotal |
| Gross Revenue Total Events | 164271 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 2640 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 122633 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 24190 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 1249 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 28370 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 179082 | DirectExpenseSummaryEvents |
| Net Income Summary | -14811 | 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 | FINANCIAL AID GRANTS | TypeOfGrant |
| Number Of Recipients | 93 | NumberOfRecipients |
| Amount Of Non Cash Assistance | 1967451 | AmountOfNonCashAssistance |
| Method Of Valuation | FMV | MethodOfValuation |
| Description Of Non Cash Assistance | FINANCIAL AID GIVEN TO STUDENTS FOR TUITION EXPENSE AND FEES. | DescriptionOfNonCashAssistance |
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 ORGANIZATION MONITORS THE USE OF GRANT FUNDS BY DIRECTLY APPLYING GRANTS TO TUITION OWED AND OTHER SCHOOL-RELATED EXPENSES SUCH AS BOOKS AND FIELD TRIPS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | X | WrittenEmploymentContract |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MURRAY COHEN | |||||||||||||
| 226290 | 0 | 0 | 0 | 0 | 0 | 48964 | 0 | 26935 | 0 | 302189 | 0 | 0 | 0 |
| MARTIN BONILLA | |||||||||||||
| 134150 | 0 | 0 | 0 | 0 | 0 | 6714 | 0 | 20909 | 0 | 161773 | 0 | 0 | 0 |
| KIM COULL | |||||||||||||
| 130664 | 0 | 0 | 0 | 0 | 0 | 7116 | 0 | 18575 | 0 | 156355 | 0 | 0 | 0 |
| JOYCE CRISMAN | |||||||||||||
| 150903 | 0 | 0 | 0 | 0 | 0 | 4950 | 0 | 7483 | 0 | 163336 | 0 | 0 | 0 |
| SHARONA BARZILAY | |||||||||||||
| 125165 | 0 | 0 | 0 | 0 | 0 | 11334 | 0 | 20233 | 0 | 156732 | 0 | 0 | 0 |
| JOHN FAGGI | |||||||||||||
| 156549 | 0 | 0 | 0 | 0 | 0 | 5406 | 0 | 7746 | 0 | 169701 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 4B | ReturnReference |
| Explanation | MURRAY COHEN PARTICIPATES IN A 457(F) DEFERRED COMPENSATION PLAN. DR. COHEN RETIRED 6/30/11 AND HIS DEFERRED COMPENSATION PACKAGE WAS SUBSEQUENTLY LIQUIDATED AND ALL TAXED ON THAT DATE. THE PORTION THAT IS INCLUDABLE IN W-2 BOX 5 WAGES WILL BE REPORTED ON THE SCHOOL'S 2011 TAX RETURN. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 21 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 345267 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | AUCTION | Description |
| Number Of Contributions | 231 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 122633 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| 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 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 8B | THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH THE ABSOLUTE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. OCCASIONALLY, THE BOARD MAY DELEGATE AUTHORITY FOR DISCRETE ACTIONS TO SPECIFIC COMMITTEES WHICH WOULD BE DOCUMENTED IN THE COMMITTEE MINUTES. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE EXECUTIVE COMMITTEE, CHIEF FINANCIAL OFFICER, HEAD OF SCHOOL, AND AUDIT COMMITTEE CHAIR, REVIEWED THE COMPLETE 990 WITH THE TAX PREPARERS. A LINK TO THE PUBLIC DISCLOSURE COPY OF THE 990 WAS SENT TO THE ENTIRE BOARD OF TRUSTEES AND WAS POSTED TO THE BOARD WEBSITE, WITH INSTRUCTIONS TO CONTACT THE DIRECTOR OF FINANCE TO REVIEW THE SCHEDULE B. | |
| THE CONFLICT OF INTEREST POLICY INCLUDES BOARD TRUSTEES AND KEY EMPLOYEES. IN GENERAL, WHEN CONDUCTING THE BUSINESS OF THE SCHOOL AND AWARDING GRANTS, A CONFLICT OF INTEREST WILL BE PRESUMED WHEN A TRUSTEE/KEY EMPLOYEE OR SOMEONE WITH WHOM THE TRUSTEE/KEY EMPLOYEE HAS A CLOSE RELATIONSHIP (A FAMILY MEMBER OR CLOSE COMPANION) SERVES AS A TRUSTEE, DIRECTOR, OFFICER, OR STOCKHOLDER OF AN AFFECTED ORGANIZATION OR FIRM; HAS A FORMAL AFFILIATION OR INTEREST IN AN AFFECTED ORGANIZATION OR FIRM; OR COULD EXPECT FINANCIAL GAIN OR LOSS FROM A PARTICULAR DECISION. ANY POTENTIAL CONFLICT MUST BE DISCLOSED TO THE CHAIR OF THE BOARD AND SHARED WITH THE BOARD OF TRUSTEES. ALL KEY EMPLOYEES/TRUSTEES MUST MAKE A WRITTEN STATEMENT ANNUALLY ON A DESIGNATED FORM SUBMITTED TO THE SECRETARY OF THE BOARD DISCLOSING THE NATURE OF ANY CONFLICTING RELATIONSHIPS OR THE ABSENCE OF ANY CONFLICTING RELATIONSHIPS. ALL FORMS ARE REVIEWED AND SIGNED OFF BY THE SECRETARY OF THE BOARD. ANY CONFLICTS OF INTEREST ARE DEALT WITH BY RECUSING THE TRUSTEE FROM VOTING ON CONFLICTED ISSUES, AND BY EXCUSING TRUSTEES OR KEY EMPLOYEES FROM THE ROOM WHEN A RELATED VOTE IS BEING TAKEN. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE HEAD OF SCHOOL'S COMPENSATION IS DETERMINED BY THE BOARD OF TRUSTEES BASED ON ANNUAL PERFORMANCE REVIEWS AND TAKING INTO ACCOUNT COMPENSATION SURVEYS AND STUDIES AS WELL AS INFORMATION ABOUT COMPENSATION LEVELS AT PEER SCHOOLS AS PUBLISHED BY ISBOA AND NAIS. | FORM 990, PART VI, SECTION B, LINE 15A | |
| THE ORGANIZATION'S FINANCIAL STATEMENTS, FORM 990, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. A NOTICE DESCRIBING AVAILABILITY IS POSTED IN PLAIN VIEW IN THE BUSINESS OFFICE. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 2,176,927. | FORM 990, PART XI, LINE 5: |
| THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. | FORM 990, PART XII, LINE 2C |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PARTNER'S PROGRAM | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6100 BROADWAY | AddressLine1 |
| City | OAKLAND | City |
| State | CA | State |
| ZIP Code | 94618 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202973102 | EIN |
| Primary Activities | THE ORGANIZATION IS A TUITION-FREE SUMMER SESSION AT THE SCHOOL. | PrimaryActivities |
| Legal Domicile State | CA | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 11A, I | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |