STRATEGY STUDIO / PUBLIC DATA EXPLORER

INTERNATIONAL SCHOOL OF MONTEREY: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
INTERNATIONAL SCHOOL OF MONTEREY (EIN 77-0485756)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-05-14
IRS object ID
202611349349304496
Schema version
2024v5.5
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-14T11:19:04-05:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN272956198PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CHRISTY WHITE ASSOCIATESBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1348 OLIVE STREETAddressLine1Txt
CitySAN DIEGOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92103ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770485756EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1INTERNATIONAL SCHOOL OF MONTEREYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlINTEBusinessNameControlTxt
Phone8315832165PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11720 YOSEMITE STREETAddressLine1Txt
CitySEASIDECityNm
State AbbreviationCAStateAbbreviationCd
ZIP93955ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJESSICA ALLENPersonNm
Person TitleHEAD OF SCHOOLPersonTitleTxt
Phone8315832165PhoneNum
Signature2026-05-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARCY KEARNEYPreparerPersonNm
PTINP02370487PTIN
Phone6192708222PhoneNum
Preparation2026-05-07PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerBOARD CHAIRPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11720 YOSEMITE STREETAddressLine1Txt
CitySEASIDECityNm
State AbbreviationCAStateAbbreviationCd
ZIP93955ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$7,044,053GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.ISMONTEREY.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1998FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionOPERATE A PUBLIC CHARTER SCHOOL WHICH OFFERS AN INTERNATIONAL ACADEMICS PROGRAM FOR GRADES K-8.ActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee118TotalEmployeeCnt
Total Volunteers450TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$6,408,243PYContributionsGrantsAmt
CY Contributions Grants$6,899,683CYContributionsGrantsAmt
PY Program Service Revenue$128,936PYProgramServiceRevenueAmt
CY Program Service Revenue$116,760CYProgramServiceRevenueAmt
PY Investment Income$18,077PYInvestmentIncomeAmt
CY Investment Income$11,808CYInvestmentIncomeAmt
PY Other Revenue$230PYOtherRevenueAmt
CY Other Revenue$15,802CYOtherRevenueAmt
PY Total Revenue$6,555,486PYTotalRevenueAmt
CY Total Revenue$7,044,053CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$5,532,667PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$5,626,249CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,521,482PYOtherExpensesAmt
CY Other Expenses$1,583,257CYOtherExpensesAmt
PY Total Expenses$7,054,149PYTotalExpensesAmt
CY Total Expenses$7,209,506CYTotalExpensesAmt
PY Revenues Less Expenses-$498,663PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$165,453CYRevenuesLessExpensesAmt
Total Assets BOY$1,619,687TotalAssetsBOYAmt
Total Assets EOY$1,110,422TotalAssetsEOYAmt
Total Liabilities BOY$1,316,450TotalLiabilitiesBOYAmt
Total Liabilities EOY$971,592TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$303,237NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$138,830NetAssetsOrFundBalancesEOYAmt
MissionTHE MISSION OF THE INTERNATIONAL SCHOOL OF MONTEREY IS TO EDUCATE ALL CHILDREN TOWARDS BECOMING CONSCIENTIOUS, COMPASSIONATE, AND RESPONSIBLE CITIZENS OF THE WORLD.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$5,139,517ExpenseAmt
Revenue$130,392RevenueAmt
DescTHE INTERNATIONAL SCHOOL OF MONTEREY'S EMPHASIS ON, "CONSCIENTIOUS, COMPASSIONATE, AND RESPONSIBLE CITIZENS OF THE WORLD," ALIGNS WITH THE UNITED NATIONS DECLARATION OF HUMAN RIGHTS AND ITS VALUES OF, "PROMOTION OF UNIVERSAL RESPECT, AND, "DEVELOPMENT OF FRIENDLY RELATIONS," BETWEEN ALL PEOPLE. BEYOND INSTILLING INTERNATIONAL MINDEDNESS IN ITS OWN STUDENTS, THE INTERNATIONAL SCHOOL OF MONTEREY WORKS TO INSPIRE ALL CHILDREN AND THE BROADER COMMUNITY BY PROMOTING AWARENESS OF OTHER COUNTRIES, LANGUAGES, AND CULTURES IN HIGHLY ACTIVE AND VISIBLE WAYS.Desc
Total Program Service Expenses$5,139,517TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document10IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee118EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8315832165PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11720 YOSEMITE STREETAddressLine1Txt
CitySEASIDECityNm
State AbbreviationCAStateAbbreviationCd
ZIP93955ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
CAMILLA MANN
PRESIDENT3.00Yes (X)Yes (X)$0$0$0
KATE MITCHELL MEHLE
VICE PRESIDENT3.00Yes (X)Yes (X)$0$0$0
ROBERTA FREEMAN
SECRETARY2.00Yes (X)Yes (X)$0$0$0
SAMEER BAKHDA MD
TRUSTEE2.00Yes (X)$0$0$0
EBONY GLOVER
TRUSTEE2.00Yes (X)$0$0$0
GARY PORTIS
TRUSTEE2.00Yes (X)$0$0$0
LAUREN COHEN
TRUSTEE2.00Yes (X)$0$0$0
JESSICA ALLEN
HEAD OF SCHOOL40.00Yes (X)$141,926$0$49,668
LISA WICHAEL-LOOMIS
HEAD OF OPERATIONS & HR40.00$116,162$0$48,571Yes (X)
MARINA QUIRIT RUSSO
DIRECTOR OF SPED/PSYCHOLOGY40.00$123,143$0$46,080Yes (X)
RYAN MULLEN
CO-PRINCIPAL40.00$112,084$0$33,010Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$493,315TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$177,329TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K4IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
CHARTWELL SCHOOL
2511 NUMA WATSON RDSEASIDECA93955CONSULTING SERVICE$122,986
MCCOLGAN & ASSOCIATES INC
1760 ARILINE HWY SUITE F 217HOLLISTERCA95023EDUCATIONAL CONSULTANT$109,813
CHARTER SCHOOL MANAGEMENT CORPORATION
43460 RIDGE PARK DR 100TEMECULACA92590BACK OFFICE FINANCIAL SERVICE$107,150
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt
Fundraising$3,839FundraisingAmt
Related Organizations$250,000RelatedOrganizationsAmt
Government Grants$6,521,574GovernmentGrantsAmt
All Other Contributions$124,270AllOtherContributionsAmt
Total Contributions$6,899,683TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescSTUDENT ACTIVITIESDesc
Business611710BusinessCd
Total Revenue Column$116,760TotalRevenueColumnAmt
Related Or Exempt Func Income$116,760RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$116,760TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,808TotalRevenueColumnAmt
Exclusion$11,808ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$3,839ContriRptFundraisingEventAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

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

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business611710BusinessCd
Total Revenue Column$15,802TotalRevenueColumnAmt
Related Or Exempt Func Income$13,632RelatedOrExemptFuncIncomeAmt
Exclusion$2,170ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$15,802OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,044,053TotalRevenueColumnAmt
Related Or Exempt Func Income$130,392RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$13,978ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$154,635TotalAmt
Management And General$154,635ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$3,807,679TotalAmt
Program Services$2,836,735ProgramServicesAmt
Management And General$970,944ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,005,123TotalAmt
Program Services$719,596ProgramServicesAmt
Management And General$285,527ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$481,450TotalAmt
Program Services$336,116ProgramServicesAmt
Management And General$145,334ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$177,362TotalAmt
Program Services$126,979ProgramServicesAmt
Management And General$50,383ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$5,008TotalAmt
Management And General$5,008ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$140,707TotalAmt
Management And General$140,707ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$514,393TotalAmt
Program Services$357,836ProgramServicesAmt
Management And General$156,557ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$12,419TotalAmt
Program Services$8,891ProgramServicesAmt
Management And General$3,528ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$42,197TotalAmt
Program Services$30,210ProgramServicesAmt
Management And General$11,987ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$16,306TotalAmt
Program Services$11,674ProgramServicesAmt
Management And General$4,632ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$139,613TotalAmt
Program Services$99,953ProgramServicesAmt
Management And General$39,660ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,662TotalAmt
Program Services$1,906ProgramServicesAmt
Management And General$756ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$36,741TotalAmt
Program Services$26,304ProgramServicesAmt
Management And General$10,437ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$2,254TotalAmt
Program Services$87ProgramServicesAmt
Management And General$2,167ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$11,004TotalAmt
Program Services$7,878ProgramServicesAmt
Management And General$3,126ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$86,699TotalAmt
Program Services$62,070ProgramServicesAmt
Management And General$24,629ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
BOOKS AND SUPPLIES$525,585$479,154$46,431
CHARTER AUTHORIZER FEES$47,669$34,128$13,541

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$7,209,506TotalAmt
Program Services$5,139,517ProgramServicesAmt
Management And General$2,069,989ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$387,766BOYAmt
EOY$28,578EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$440,404BOYAmt
EOY$223,987EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$371,986BOYAmt
EOY$487,966EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$16,904BOYAmt
EOY$54,365EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$224,107LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$132,180LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$74,665BOYAmt
EOY$91,927EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$327,962BOYAmt
EOY$223,599EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,619,687BOYAmt
EOY$1,110,422EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$393,273BOYAmt
EOY$277,156EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$545,932BOYAmt
EOY$297,786EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$135,000EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$377,245BOYAmt
EOY$261,650EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,316,450BOYAmt
EOY$971,592EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$286,623BOYAmt
EOY$122,216EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$16,614BOYAmt
EOY$16,614EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$303,237BOYAmt
EOY$138,830EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,619,687BOYAmt
EOY$1,110,422EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$165,453ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,046NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$127,731OtherCostOrOtherBasisAmt
Depreciation$64,070DepreciationAmt
Book Value$63,661BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$96,376OtherCostOrOtherBasisAmt
Depreciation$68,110DepreciationAmt
Book Value$28,266BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$91,927TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescRIGHT-OF-USE ASSETDesc
Book Value$223,599BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$223,599TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescOPERATING LEASE LIABILITYDesc
Amt$261,650Amt
FieldValueIRS element (for citing)
Total Liability$261,650TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$7,045,099TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,046NetUnrealizedGainsInvstAmt
Revenue Not Reported$1,046RevenueNotReportedAmt
Revenue Subtotal$7,044,053RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$7,044,053TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$7,209,506TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$7,209,506ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$7,209,506TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationISM'S MANAGEMENT BELIEVES ALL OF ITS SIGNIFICANT TAX POSITIONS WOULD BE UPHELD UNDER EXAMINATION; THEREFORE, NO PROVISIONS FOR INCOME TAX HAVE BEEN RECORDED.ExplanationTxt

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (1)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (1)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (1)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (1)MaintainRacialCompRecsInd
Maintain Scholarships Recs0MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (1)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (1)MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts0DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy0DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty0DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs0DiscriminateRaceSchsInd
Discriminate Race Educ Plcy0DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog0DiscriminateRaceAthltProgInd
Discriminate Race Other Acty0DiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (1)GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd0GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (1)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3THE NONDISCRIMINATORY POLICY IS MADE KNOWN THROUGH INFORMATION AVAILABLE ON THE SCHOOL'S WEBSITE, WITHIN THE CHARTERING DOCUMENTS, AND OTHER CORRESPONDENCES WITH THE GENERAL PUBLIC.
SCHEDULE E, PART I, LINE 4THE ORGANIZATION IS A PUBLIC CHARTER SCHOOL WHICH OPERATES TUITION-FREE; THEREFORE, SCHOLARSHIPS AND FINANCIAL ASSISTANCE DO NOT APPLY AND THUS RECORDS FOR SUCH AID ARE NOT MAINTAINED.
SCHEDULE E, PART I, LINE 6THE ORGANIZATION RECEIVES FINANCIAL ASSISTANCE FROM THE CALIFORNIA DEPARTMENT OF EDUCATION AND THE COUNTY OF MONTEREY, CALIFORNIA AS PART OF ITS OPERATION AS A PUBLIC CHARTER SCHOOL.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Written Employment ContractYes (X)WrittenEmploymentContractInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JESSICA ALLEN
HEAD OF SCHOOL$141,926$0$0$0$0$0$27,108$0$22,560$0$191,594$0$0$0
MARINA QUIRIT RUSSO
DIRECTOR OF SPED/PSYCHOLOGY$123,143$0$0$0$0$0$23,520$0$22,560$0$169,223$0$0$0
LISA WICHAEL-LOOMIS
HEAD OF OPERATIONS & HR$116,162$0$0$0$0$0$31,207$0$17,364$0$164,733$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE HEAD OF DEVELOPMENT, FINANCE & COMPLIANCE IS PROVIDED WITH A DRAFT OF THE 990 RETURN BY THE ACCOUNTING FIRM. THE DRAFT IS REVIEWED AND CORRECTIONS ARE MADE. A REVISED DRAFT COPY IS THEN EMAILED TO ALL TRUSTEES FOR THEIR REVIEW. THE ACCOUNTING FIRM IS MADE AWARE OF ANY NECESSARY REVISIONS BASED ON FEEDBACK FROM THE TRUSTEES. UPON COMPLETION OF THIS REVIEW PROCESS, THE DIRECTOR IS AUTHORIZED TO PROVIDE THE ACCOUNTING FIRM AUTHORIZATION TO ELECTRONICALLY FILE THE RETURN ON BEHALF OF THE ORGANIZATION.
FORM 990, PART VI, SECTION B, LINE 12CALL MEMBERS OF THE GOVERNING BOARD ANNUALLY FILE A STATEMENT OF ECONOMIC INTERESTS (FORM 700) DISCLOSING THOSE TYPES OF INVESTMENTS, INTERESTS IN REAL PROPERTY, SOURCES OF INCOME, AND BUSINESS POSITIONS THAT MAY AFFECT THEIR DECISION-MAKING. THE AUDIT COMMITTEE MONITORS COMPLIANCE AND REMINDS TRUSTEES TO SELF-MONITOR.
FORM 990, PART VI, SECTION C, LINE 19GOVERNING DOCUMENTS, CONFLICT OF INTEREST CODE AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FROM THE SCHOOL SITE AS WELL AS THE SCHOOL'S WEBSITE.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1INTERNATIONAL SCHOOL OF MONTEREY FOUNDATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11720 YOSEMITE STREETAddressLine1Txt
CitySEASIDECityNm
State AbbreviationCAStateAbbreviationCd
ZIP93955ZIPCd
FieldValueIRS element (for citing)
EIN743062542EIN
Primary ActivitiesSUPPORT INTERNATIONAL SCHOOL OF MONTEREYPrimaryActivitiesTxt
Legal Domicile StateCALegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 12C, III-FIPublicCharityStatusTxt
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1INTERNATIONAL SCHOOL OF MONTEREY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeCTransactionTypeTxt
Involved$250,000InvolvedAmt
Method Of Amount DeterminationGRANTSMethodOfAmountDeterminationTxt