SEVEN HILLS SCHOOL: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SEVEN HILLS SCHOOL (EIN 94-1628213)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-15
- IRS object ID
- 202631359349310768
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T14:15:27-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2050 MAIN STREET SUITE 700 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941628213 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SEVEN HILLS SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SEVE | BusinessNameControlTxt |
| Phone | 9259330666 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 975 NORTH SAN CARLOS DRIVE | AddressLine1Txt |
| City | WALNUT CREEK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94598 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TANNER RAGLAND | PersonNm |
| Person Title | ASST HD OF FINANCE/OPERATIONS | PersonTitleTxt |
| Phone | 9259330666 | PhoneNum |
| Signature | 2026-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN YACKER | PreparerPersonNm |
| PTIN | P00401346 | PTIN |
| Phone | 9492222999 | PhoneNum |
| Preparation | 2026-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KATHLEEN MCNAMARA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 975 NORTH SAN CARLOS DRIVE | AddressLine1Txt |
| City | WALNUT CREEK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94598 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $25,925,850 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SEVENHILLSSCHOOL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1996 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | EDUCATIONAL INSTRUCTION AND ACTIVITIES TO STUDENTS RANGING FROM PRE-K THROUGH 8TH GRADE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 103 | TotalEmployeeCnt |
| Total Volunteers | 30 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,567,559 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,020,892 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $15,464,517 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $16,621,496 | CYProgramServiceRevenueAmt |
| PY Investment Income | $392,302 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,337,354 | CYInvestmentIncomeAmt |
| PY Other Revenue | $81,190 | PYOtherRevenueAmt |
| CY Other Revenue | $142,743 | CYOtherRevenueAmt |
| PY Total Revenue | $17,505,568 | PYTotalRevenueAmt |
| CY Total Revenue | $21,122,485 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,170,499 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,243,894 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $10,480,901 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $10,135,929 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $941,797 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,761,091 | PYOtherExpensesAmt |
| CY Other Expenses | $5,006,882 | CYOtherExpensesAmt |
| PY Total Expenses | $17,412,491 | PYTotalExpensesAmt |
| CY Total Expenses | $17,386,705 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $93,077 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,735,780 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $33,810,157 | TotalAssetsBOYAmt |
| Total Assets EOY | $40,394,739 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $19,955,530 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $22,859,104 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $13,854,627 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $17,535,635 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE INSTITUTION PROVIDES EDUCATIONAL INSTRUCTION AND ACTIVITIES TO STUDENTS RANGING FROM PRESCHOOL THROUGH 8TH GRADE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $12,106,969 | ExpenseAmt |
| Grant | $2,243,894 | GrantAmt |
| Revenue | $16,621,496 | RevenueAmt |
| Desc | THE SEVEN HILLS SCHOOL, FOUNDED IN 1962, IS AN INDEPENDENT, NOT-FOR-PROFIT, DAY SCHOOL EDUCATING 424 STUDENTS IN PRESCHOOL THROUGH 8TH GRADE. ACCREDITED BY THE CALIFORNIA ASSOCIATION OF INDEPENDENT SCHOOLS (CAIS) AND THE WESTERN ASSOCIATION OF SCHOOLS AND COLLEGES (WASC), SEVEN HILLS IS ALSO AN ACTIVE MEMBER OF THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS (NAIS) AND OTHER INDEPENDENT SCHOOL ASSOCIATIONS. SEVEN HILLS ENJOYS A LONG STANDING PARTNERSHIP WITH EDUCATIONAL INSTITUTIONS NATIONWIDE. AT SEVEN HILLS, THE MISSION IS "TO DEVELOP THE INTELLECT, ENGAGE THE SPIRIT AND FOSTER RESPECT FOR AND RESPONSIBILITY TO OUR WORLD." THIS IS A COMMUNITY OF PARENTS, EDUCATORS AND STUDENTS WHO ARE COMMITTED TO LIFELONG LEARNING. IN AN ENVIRONMENT IN WHICH A STUDENT'S CURIOSITY IS INSPIRED, ENGAGED, AND REWARDED, SEVEN HILLS SCHOOL'S EDUCATORS VALUE PROFESSIONAL DEVELOPMENT, LEAD EACH OTHER AND THEIR PEERS TO BEST PRACTICES, AND ACCOMPLISH ALL OF THIS IN A SPIRIT OF COLLEGIALITY. THE CAMPUS, NINE ACRES OF FORMER RANCHLAND SET BACK BEHIND HEATHER FARM PARK, IS A STUDENT-CENTERED ENVIRONMENT THAT PROVIDES A MYRIAD OF EXPERIENCES FOR CHILDREN. STEP OUT OF THE 21ST CENTURY CLASSROOMS AND EXPLORE A BABBLING BROOK WHICH MEANDERS THROUGH CAMPUS. STOP BY THE LUNCH TABLES AND WATCH CHILDREN PLAY ON THE HUGE OUTDOOR CHESSBOARD. ON ANY GIVEN DAY, WATCH SHAKESPEARE PERFORMED OR BEETHOVEN REHEARSED; A ROCKET LAUNCHED OR A VOLLEYBALL SERVE PERFECTED. THE SPACIOUS LIBRARY HAS ROOM FOR QUIET, INTROSPECTIVE READERS AND A STAGE FOR GREGARIOUS STORY TELLERS. SEVEN HILLS IS A PLACE WHERE EACH CHILD FINDS JOY IN LEARNING AND LEAVES READY FOR THE NEXT ACADEMIC AND LIFE ADVENTURE. | Desc |
| Total Program Service Expenses | $12,106,969 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 36 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 103 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TANNER RAGLAND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9259330666 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 975 NORTH SAN CARLOS DRIVE | AddressLine1Txt |
| City | WALNUT CREEK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94598 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| KATHLEEN MCNAMARA | ||||||||
| HEAD OF SCHOOL | 40.00 | Yes (X) | $487,777 | $0 | $66,361 | |||
| TANNER RAGLAND | ||||||||
| ASST HD FOR FINANCE/OPERATIONS | 40.00 | Yes (X) | $249,402 | $0 | $27,322 | |||
| JASE TURNER | ||||||||
| ASST HOS FOR STRATEGIC PRIORITIES | 40.00 | $221,413 | $0 | $25,598 | Yes (X) | |||
| JENNIFER ARNEST | ||||||||
| DIRECTOR OF DEVELPOMENT | 40.00 | $218,480 | $0 | $28,490 | Yes (X) | |||
| VICTOR LLANQUE ZONTA | ||||||||
| ASST HD OF SCHOOL FOR LOWER SCHOOL | 40.00 | $196,888 | $0 | $22,897 | Yes (X) | |||
| STACEY HENLEY | ||||||||
| CONTROLLER | 40.00 | $165,396 | $0 | $15,992 | Yes (X) | |||
| RYAN GALLAGHER | ||||||||
| MIDDLE SCHOOL LANGUAGE ARTS TEACHER | 40.00 | $150,794 | $0 | $23,112 | Yes (X) | |||
| MATT SHARGEL | ||||||||
| MIDDLE SCHOOL SCIENCE TEACHER | 40.00 | $155,697 | $0 | $12,618 | Yes (X) | |||
| AMY WALTERS | ||||||||
| COUNSELOR (UNTIL 09/2024) | 40.00 | $149,018 | $0 | $17,550 | Yes (X) | |||
| CYRELL ROBERSON | ||||||||
| DIRECTOR OF ADMISSIONS | 40.00 | $140,015 | $0 | $18,257 | Yes (X) | |||
| JULIE MEISSNER | ||||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| GREG MARSH | ||||||||
| GOV. CHAIR/EXEC. COMMITTEE MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JOEL GROSSMAN | ||||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| PAUL DEERINGER | ||||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| KATIE ALBERTS | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| JONATHAN FORMAN | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| RAJ GUPTA | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| ROSE HARRIS | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| CHALIS KUBA | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| RONKE OLATUNJI | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| DASOL PARK | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| BRYCE PINKOS | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| DEL STAFFORD | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| JACQUES HERRING | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| KARA KING | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| RASHNA LARSON | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| ERIC LITTELL | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| WHITNEY LIVERMORE | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| BEN WINIG | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| IANTHUS MARTIN | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| MARCELA ROBLEDO | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| HEATHER ALUMBAUGH | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| SHIREEN GHORBANI | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| KWESI GRAVES | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| TANVEE MEHRA | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,134,880 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $258,197 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 20 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| EPICUREAN GROUP | |||||
| 111 MAIN STREET SUITE 3 | LOS ALTOS | CA | 94022 | FOOD SERVICES | $969,995 |
| ACIS | |||||
| 330 CONGRESS STREET SUITE 5 | BOSTON | MA | 02210 | TRAVEL GROUP | $254,419 |
| HERNANDEZ JANITORIAL | |||||
| 3145 CLAUDIA DRIVE | CONCORD | CA | 94519 | JANITORIAL SERVICE | $243,822 |
| FIRST STUDENT INC | |||||
| 22157 NETWORK PLACE | CHICAGO | IL | 60673 | BUS SERVICE | $130,704 |
| BLACKBAUD INC | |||||
| PO BOX 830413 | PHILADELPHIA | PA | 19182 | SOFTWARE SERVICE | $113,417 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $315,822 | FundraisingAmt |
| All Other Contributions | $2,705,070 | AllOtherContributionsAmt |
| Noncash Contributions | $250,862 | NoncashContributionsAmt |
| Total Contributions | $3,020,892 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 900099 | $15,425,505 | $15,425,505 |
| INTERNATIONAL TRIP | 900099 | $580,000 | $580,000 |
| DAY CARE | 900099 | $353,395 | $353,395 |
| AUXILIARY PROGRAMS | 900099 | $262,596 | $262,596 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $16,621,496 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $466,488 | TotalRevenueColumnAmt |
| Exclusion | $466,488 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $239,481 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $46,712 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $192,769 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $192,769 | TotalRevenueColumnAmt |
| Exclusion | $192,769 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,524,508 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,653,642 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $870,866 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $870,866 | TotalRevenueColumnAmt |
| Exclusion | $870,866 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $52,985 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $315,822 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $103,011 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$50,026 | TotalRevenueColumnAmt |
| Exclusion | -$50,026 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,122,485 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,621,496 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,480,097 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,243,894 | TotalAmt |
| Program Services | $2,243,894 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,628,029 | TotalAmt |
| Program Services | $849,052 | ProgramServicesAmt |
| Management And General | $636,901 | ManagementAndGeneralAmt |
| Fundraising | $142,076 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,829,669 | TotalAmt |
| Program Services | $4,265,886 | ProgramServicesAmt |
| Management And General | $2,099,789 | ManagementAndGeneralAmt |
| Fundraising | $463,994 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $496,243 | TotalAmt |
| Program Services | $365,465 | ProgramServicesAmt |
| Management And General | $109,025 | ManagementAndGeneralAmt |
| Fundraising | $21,753 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $622,495 | TotalAmt |
| Program Services | $450,709 | ProgramServicesAmt |
| Management And General | $144,963 | ManagementAndGeneralAmt |
| Fundraising | $26,823 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $559,493 | TotalAmt |
| Program Services | $357,770 | ProgramServicesAmt |
| Management And General | $157,406 | ManagementAndGeneralAmt |
| Fundraising | $44,317 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,910 | TotalAmt |
| Management And General | $43,910 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,992 | TotalAmt |
| Management And General | $54,992 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $182,768 | TotalAmt |
| Management And General | $182,768 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $353,023 | TotalAmt |
| Program Services | $15,981 | ProgramServicesAmt |
| Management And General | $237,358 | ManagementAndGeneralAmt |
| Fundraising | $99,684 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $292,437 | TotalAmt |
| Program Services | $143,847 | ProgramServicesAmt |
| Management And General | $136,731 | ManagementAndGeneralAmt |
| Fundraising | $11,859 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $653,453 | TotalAmt |
| Program Services | $605,491 | ProgramServicesAmt |
| Management And General | $38,750 | ManagementAndGeneralAmt |
| Fundraising | $9,212 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,473 | TotalAmt |
| Management And General | $150,473 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $711,423 | TotalAmt |
| Program Services | $659,205 | ProgramServicesAmt |
| Management And General | $42,187 | ManagementAndGeneralAmt |
| Fundraising | $10,031 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,139 | TotalAmt |
| Management And General | $156,139 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EDUCATION PROGRAM | $2,047,445 | $2,047,445 | ||
| PROF. DEVELOPMENT | $158,579 | $102,224 | $45,917 | $10,438 |
| DEVELOPMENT EXPENSE | $101,610 | $101,610 | ||
| BAD DEBT EXPENSE | $83,350 | $83,350 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,280 | TotalAmt |
| Management And General | $17,280 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,386,705 | TotalAmt |
| Program Services | $12,106,969 | ProgramServicesAmt |
| Management And General | $4,337,939 | ManagementAndGeneralAmt |
| Fundraising | $941,797 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,476,377 | BOYAmt |
| EOY | $484,712 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,260,369 | BOYAmt |
| EOY | $1,806,150 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,948,302 | BOYAmt |
| EOY | $3,458,838 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,219,769 | BOYAmt |
| EOY | $6,428,737 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $616,462 | BOYAmt |
| EOY | $477,527 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $24,797,388 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $15,890,761 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,234,048 | BOYAmt |
| EOY | $8,906,627 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,092,905 | BOYAmt |
| EOY | $16,473,414 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,961,925 | BOYAmt |
| EOY | $2,358,734 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,810,157 | BOYAmt |
| EOY | $40,394,739 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $666,766 | BOYAmt |
| EOY | $864,032 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,739,835 | BOYAmt |
| EOY | $14,905,570 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,548,929 | BOYAmt |
| EOY | $5,118,401 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,971,101 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,955,530 | BOYAmt |
| EOY | $22,859,104 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,330,195 | BOYAmt |
| EOY | $4,601,354 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,524,432 | BOYAmt |
| EOY | $12,934,281 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,854,627 | BOYAmt |
| EOY | $17,535,635 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,810,157 | BOYAmt |
| EOY | $40,394,739 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,735,780 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$54,772 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,006,516 | BeginningYearBalanceAmt |
| Contributions | $17,107 | ContributionsAmt |
| Investment Earnings Or Losses | $834,319 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $378,006 | OtherExpendituresAmt |
| End Year Balance | $7,479,936 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,061,330 | BeginningYearBalanceAmt |
| Contributions | $31,548 | ContributionsAmt |
| Investment Earnings Or Losses | $1,138,658 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $225,020 | OtherExpendituresAmt |
| End Year Balance | $7,006,516 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,782,425 | BeginningYearBalanceAmt |
| Contributions | $36,890 | ContributionsAmt |
| Investment Earnings Or Losses | $601,674 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $359,659 | OtherExpendituresAmt |
| End Year Balance | $6,061,330 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,574,631 | BeginningYearBalanceAmt |
| Contributions | $120,179 | ContributionsAmt |
| Investment Earnings Or Losses | -$792,091 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $120,294 | OtherExpendituresAmt |
| End Year Balance | $5,782,425 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,294,885 | BeginningYearBalanceAmt |
| Contributions | $27,764 | ContributionsAmt |
| Investment Earnings Or Losses | $1,492,565 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $240,583 | OtherExpendituresAmt |
| End Year Balance | $6,574,631 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.15715 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.49190 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.35095 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $70,500 | OtherCostOrOtherBasisAmt |
| Book Value | $70,500 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,919,623 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,379,386 | DepreciationAmt |
| Book Value | $8,540,237 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,612,125 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,318,224 | DepreciationAmt |
| Book Value | $293,901 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $195,140 | OtherCostOrOtherBasisAmt |
| Depreciation | $193,151 | DepreciationAmt |
| Book Value | $1,989 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $8,906,627 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CORPORATE BONDS | $1,972,129 | F |
| PREFERRED STOCK | $33,470 | F |
| SHS RESIDENTIAL LLC | $353,135 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,358,734 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUNDABLE ADVANCE, ERC | Desc |
| Amt | $1,971,101 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,971,101 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE GENERAL ENDOWMENT PROVIDES UNRESTRICTED SUPPORT FOR PROGRAMS, OPERATIONS, OR CAPITAL EXPENDITURES. THE SCHOLARSHIP ENDOWMENT PROVIDES TUITION ASSISTANCE AND FINANCIAL AID. THE JULIAN FUND FOR EMOTIONAL HEALTH PROVIDES SUPPORTIVE PROGRAMS AND SERVICES FOR STUDENTS AND PARENTS IN THE COMMUNITY. THE PROFESSIONAL DEVELOPMENT ENDOWMENT FUND PROVIDES SUPPORT TO FACULTY/STAFF FOR PROFESSIONAL DEVELOPMENT. THE MUSIC ENDOWMENT PROVIDES FUNDS TO ACQUIRE INSTRUMENTS, MUSIC OR TO SUPPORT THE MUSIC PROGRAMS. THE LIBRARY ENDOWMENT FUND PROVIDES PROGRAMMATIC SUPPORT TO THE LIBRARY. |
| PART X, LINE 2: | THE SCHOOL IS A QUALIFIED ORGANIZATION EXEMPT FROM FEDERAL INCOME UNDER SECTIONS 501(C)(3) OF THE INTERNAL REVENUE CODE AND BY CALIFORNIA FRANCHISE TAXES UNDER THE PROVISIONS OF 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE. SHS RESIDENTIAL, LLC IS A PASS-THROUGH ENTITY FOR INCOME TAX REPORTING PURPOSES AND, ACCORDINGLY DOES NOT PAY TAX ON ITS INCOME. INSTEAD, INCOME OR LOSS IS REPORTED ON THE TAX RETURNS OF THE SCHOOL. THE ENTITY IS SUBJECT TO A MINIMUM FRANCHISE TAX FOR THE STATE OF CALIFORNIA. THE SCHOOL HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AT JUNE 30, 2025, IT DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY OR FOR WHICH A DISCLOSURE SHOULD BE MADE IN THE FINANCIAL STATEMENTS. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE SCHOOL HAS PUBLICIZED ITS RACIALLY NONDISCRIMINATORY POLICY ON THE HOMEPAGE OF ITS WEBSITE ALL YEAR ROUND. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ULTIMATE TAILGATE | Event1Nm |
| Gross Receipts Event1 | $368,807 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $315,822 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $52,985 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $5,000 | CashPrizesEvent1Amt |
| Food And Beverage Event1 | $53,650 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,710 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $42,651 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $368,807 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $315,822 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $52,985 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $5,000 | CashPrizesTotalEventsAmt |
| Food And Beverage Total Events | $53,650 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,710 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $42,651 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $103,011 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$50,026 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| TUITION ASSISTANCE | 96 | $2,156,781 |
| TRIP ASSISTANCE | 26 | $87,113 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FAMILIES REQUESTING TUITION ASSISTANCE SUBMIT TWO APPLICATIONS (WHICH HAVE SPECIFIC DUE DATES): 1. SCHOOL AND STUDENT SERVICES (SSS) FINANCIAL AID APPLICATION - * THE APPLICATION REQUIRES FAMILIES TO PROVIDE THEIR CURRENT AND PROJECTED INCOME AND EXPENSES, ALONG WITH COPIES OF TAXES AND W-2'S DIRECTLY TO SSS. * SSS PROCESSES THE INFORMATION AND SENDS SEVEN HILLS A DETAILED REPORT ON EACH STUDENT WITH A RECOMMENDED STUDENT AWARD. 2. TUITION ASSISTANCE "SUPPLEMENTAL FORM" - * PARENTS SEND THE FORM DIRECTLY TO SEVEN HILLS. * THE FORM REQUIRES PARENTS TO PROVIDE SPECIFIC DETAILS TO THE SCHOOL WITH A COPY OF THEIR FAMILY BUDGET. ONCE EACH APPLICANT'S INFORMATION IS COMPLETE (SUPPLEMENTAL FORM, TAX DOCUMENTATION, AND THE SSS RECOMMENDATION), IT IS REVIEWED BY THE DIRECTOR OF ADMISSIONS AND TUITION ASSISTANCE AT SEVEN HILLS, AND IS TAKEN TO THE TUITION ASSISTANCE COMMITTEE (COMPRISED OF THE DIRECTOR OF ADMISSIONS AND TUITION ASSISTANCE, THE HEAD OF SCHOOL, AND THE DIRECTOR OF FINANCE). THE GOAL OF THE TUITION ASSISTANCE COMMITTEE IS TO ALLOCATE FUNDS EQUITABLY AND TIMELY TO THOSE FAMILIES WHO DEMONSTRATE THE GREATEST NEED. SINCE ELIGIBILITY IS BASED ON MANY FACTORS, THERE IS NO SPECIFIC INCOME LEVEL. THE TUITION ASSISTANCE COMMITTEE REVIEWS EACH APPLICATION AND CONSIDERS EXTENUATING CIRCUMSTANCES. THE TUITION ASSISTANCE COMMITTEE REVIEWS ALL DOCUMENTS ANNUALLY AND DETERMINES ELIGIBILITY ONCE DOCUMENTATION IS RECEIVED. THE TUITION ASSISTANCE COMMITTEE CONSIDERS THAT THE COSTS OF EDUCATING A CHILD BE THE RESPONSIBILITY OF ALL PARENTS IN A FAMILY TO THE EXTENT THAT THEY ARE FINANCIALLY ABLE TO PAY. ACCORDINGLY, IN FAMILIES WHERE ALL CHILDREN ATTEND SCHOOL FULL TIME, TUITION ASSISTANCE AWARDS ARE MADE ON THE ASSUMPTION THAT ALL PARENTS ARE EMPLOYED AND ABLE TO CONTRIBUTE TOWARD THE COST OF THEIR CHILD'S EDUCATION IN PRESENT AND FUTURE YEARS. IN THE CASE OF SEPARATED OR DIVORCED PARENTS, THE SCHOOL REQUIRES THAT BOTH PARENTS SUPPLY COMPLETE FINANCIAL INFORMATION SO THAT A FAIR ASSESSMENT OF NEED CAN BE MADE. TUITION ASSISTANCE IS BASED ON FINANCIAL NEED, NOT ON THE WILLINGNESS OR UNWILLINGNESS OF EITHER PARENT TO PAY. TUITION ASSISTANCE FILES AND AWARDS ARE CONFIDENTIAL, AND ARE MADE ON A CASE-BY-CASE BASIS AND ARE FIRST COME, FIRST SERVED. COST OF LIVING ADJUSTMENT IS FACTORED INTO EACH CALCULATION. FAMILIES ARE ELECTRONICALLY NOTIFIED OF AWARDS THROUGH THE PARENT PORTAL, THE JAGZONE. THE SCHOOL HAS AN APPEAL PROCESS IF THE FAMILY NEED IS PROVEN TO BE GREATER THAN WHAT WAS PREVIOUSLY PROVIDED TO THE SCHOOL. IF THE APPEAL IS GRANTED, THE AWARD CAN BE MODIFIED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KATHLEEN MCNAMARA | ||||||||||||||
| HEAD OF SCHOOL | $447,777 | $0 | $0 | $0 | $40,000 | $0 | $34,455 | $0 | $31,906 | $0 | $554,138 | $0 | $0 | $0 |
| TANNER RAGLAND | ||||||||||||||
| ASST HD FOR FINANCE/OPERATIONS | $249,402 | $0 | $0 | $0 | $0 | $0 | $7,894 | $0 | $19,428 | $0 | $276,724 | $0 | $0 | $0 |
| JASE TURNER | ||||||||||||||
| ASST HOS FOR STRATEGIC PRIORITIES | $221,413 | $0 | $0 | $0 | $0 | $0 | $8,555 | $0 | $17,043 | $0 | $247,011 | $0 | $0 | $0 |
| JENNIFER ARNEST | ||||||||||||||
| DIRECTOR OF DEVELPOMENT | $218,480 | $0 | $0 | $0 | $0 | $0 | $11,475 | $0 | $17,015 | $0 | $246,970 | $0 | $0 | $0 |
| VICTOR LLANQUE ZONTA | ||||||||||||||
| ASST HD OF SCHOOL FOR LOWER SCHOOL | $196,888 | $0 | $0 | $0 | $0 | $0 | $7,839 | $0 | $15,058 | $0 | $219,785 | $0 | $0 | $0 |
| STACEY HENLEY | ||||||||||||||
| CONTROLLER | $165,396 | $0 | $0 | $0 | $0 | $0 | $3,500 | $0 | $12,492 | $0 | $181,388 | $0 | $0 | $0 |
| RYAN GALLAGHER | ||||||||||||||
| MIDDLE SCHOOL LANGUAGE ARTS TEACHER | $150,794 | $0 | $0 | $0 | $0 | $0 | $11,339 | $0 | $11,773 | $0 | $173,906 | $0 | $0 | $0 |
| MATT SHARGEL | ||||||||||||||
| MIDDLE SCHOOL SCIENCE TEACHER | $155,697 | $0 | $0 | $0 | $0 | $0 | $1,800 | $0 | $10,818 | $0 | $168,315 | $0 | $0 | $0 |
| AMY WALTERS | ||||||||||||||
| COUNSELOR (UNTIL 09/2024) | $149,018 | $0 | $0 | $0 | $0 | $0 | $6,500 | $0 | $11,050 | $0 | $166,568 | $0 | $0 | $0 |
| CYRELL ROBERSON | ||||||||||||||
| DIRECTOR OF ADMISSIONS | $140,015 | $0 | $0 | $0 | $0 | $0 | $7,384 | $0 | $10,873 | $0 | $158,272 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE HEAD OF SCHOOL RECEIVES A $40K TAXABLE HOUSING ALLOWANCE EACH YEAR. |
| PART I, LINE 3 | BY USING PROPRIETARY DATA PROVIDED BY CALIFORNIA ASSOCIATION OF INDEPENDENT SCHOOLS, THE SCHOOL HAS AN ANNUAL METHODOLOGY FOR COMPARING AND REVIEWING SALARIES FOR OFFICERS AND KEY EMPLOYEES RELATIVE TO OTHER SIMILARLY SITUATED SCHOOLS. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 352273601 | BondIssuerEIN |
| Bond Issued | 2010-08-10 | BondIssuedDt |
| Issue Price | $8,217,000 | IssuePriceAmt |
| Purpose | REFUND PRIOR ISSUE AND REFINANCING | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $3,055,000 | RetiredAmt |
| Total Proceeds | $8,217,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $105,612 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $3,016,388 | CapitalExpendituresAmt |
| Other Spent Proceeds | $5,095,000 | OtherSpentProceedsAmt |
| Substantial Completion | 2012 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.02240 | PrivateBusUseByOthersPct |
| Total Private Business Use | 0.02240 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JIHAD MIRZA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SPOUSE OF THE HEAD OF THE SCHOOL | RelationshipDescriptionTxt |
| Transaction | $105,655 | TransactionAmt |
| Transaction | THE SPOUSE OF THE HEAD OF SCHOOL IS EMPLOYED AS A FACULTY MEMBER. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,600 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $58 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $4,540 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $228,643 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $155 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | GIFT BASKETS | 13 | $11,028 | FMV |
| Yes (X) | ALCOHOL | 17 | $4,270 | FMV |
| Yes (X) | ELECTRONICS | 3 | $568 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | A DRAFT OF THE FORM 990 IS REVIEWED BY VARIOUS MEMBERS OF THE BOARD OF DIRECTORS. ANY QUESTIONS OR PROPOSED REVISIONS/ADDITIONS ARE COMMUNICATED BY THE REVIEWERS TO THE OUTSIDE CPA PREPARER OF THE FORM 990. A PUBLIC DISCLOSURE COPY OF THE FORM 990 IS FORWARDED TO ALL MEMBERS OF THE ORGANIZATION'S BOARD OF DIRECTORS BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CURRENT POLICY COVERS TRUSTEE MEMBERS IN THE CASE OF PERSONAL OR FINANCIAL CONFLICTS. A CONFLICT OF INTEREST ARISES IN ANY SITUATION IN WHICH A TRUSTEE (AND HIS OR HER IMMEDIATE FAMILY) IS INVOLVED IN AN ACTIVITY WHICH COULD ADVERSELY AFFECT HIS OR HER JUDGMENT WITH RESPECT TO THE BUSINESS OF THE SCHOOL OR OTHERWISE DIMINISH THE INTEREST OF THE ORGANIZATION. IN CASE OF A PERSONAL CONFLICT WHERE THE TRUSTEE FINDS HIM/HERSELF TO HAVE DEEP EMOTIONAL FEELINGS REGARDING AN ISSUE, WHICH MIGHT ADVERSELY EFFECT HIS/HER RATIONAL DECISIONMAKING, THE INDIVIDUAL MAY CHOOSE TO RECUSE HIM/HERSELF. IN AN INSTANCE WHERE A TRUSTEE REALIZES THAT EITHER A REAL OR POTENTIALLY REAL CONFLICT OF INTEREST EXISTS, OR, WHERE THE PERCEPTION OR APPEARANCE OF A CONFLICT OF INTEREST EXISTS, THE TRUSTEE WILL RECUSE HIM/HERSELF FROM BOARD DISCUSSIONS ON THE MATTER AS WELL AS ABSTAIN FROM VOTING ON THE ISSUE. TRUSTEES ARE REQUIRED TO ANNUALLY SUBMIT THE COI SIGNED DISCLOSURE WHICH ARE ON FILE. THE BOARD CHAIR EVALUATES CONFLICTS AND TAKES ACTION ACCORDINGLY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE HEAD OF SCHOOL IS RESPONSIBLE FOR THE OVERALL SUCCESS OF THE SCHOOL, HIRES ALL FACULTY/STAFF, IS THE LEADER OF THE FACULTY AND IS THE PUBLIC/COMMUNITY FACE OF THE ORGANIZATION. COMPENSATION FOR THIS POSITION IS DETERMINED BY THE TRUSTEES, AND THE MOST RECENT REVIEW WAS CONDUCTED AT THE BEGINNING OF THE 2020 SCHOOL YEAR. COMPENSATION WAS SET IN ACCORDANCE WITH AND COMPARABLE TO OTHER SIMILARLY SITUATED INDEPENDENT SCHOOLS IN THE AREA, AS REPORTED THROUGH GUIDESTAR AND THE REGIONAL PROFESSIONAL ASSOCIATION OF INDEPENDENT SCHOOLS, CAIS. FOR OTHER KEY EMPLOYEES, INCLUDING THE TOP FINANCIAL OFFICIAL, AND NEW HIRES COMPENSATION IS REVIEWED ANNUALLY BY THE HEADMASTER. COMPENSATION DATA OF SIMILARLY SITUATED INDEPENDENT SCHOOLS IS ANALYZED AND COMPARED. FINAL COMPENSATION DETERMINATION IS MADE IN THIS CONTEXT MINDFUL OF BUDGET CONSTRAINTS. THE CALISBOA (CALIFORNIA INDEPENDENT SCHOOL BUSINESS OFFICERS ASSOCIATION) ANNUAL SALARY SURVEY IS A KEY RESOURCE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIALS ARE MADE AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHS RESIDENTIAL LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 975 N SAN CARLOS | AddressLine1Txt |
| City | WALNUT CREEK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94598 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 812537204 | EIN |
| Primary Activities | HOLDS 25% INTEREST IN RESIDENTIAL PROPERTY | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $353,135 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEVEN HILLS SCHOOL | BusinessNameLine1Txt |