Civic Intelligence

Stone Bridge School

990 • Fiscal year 2021 • EIN 16-1725175

Jul 01, 2020 to Jun 30, 2021 • Filed on May 16, 2022

Organization ProfileWWW.STONEBRIDGESCHOOL.ORG
1680 Los Carneros AveNapa, CA 94559

(707) 252-5522

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

80th percentile

0.41x

Higher debt load relative to assets than 80% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

75th percentile

0.37x

Higher debt load relative to revenue than 75% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

38th percentile

6.3%

Higher net margin than 38% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

71st percentile

$101,884

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 3.9% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

68th percentile

20%

Faster asset growth than 68% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

28th percentile

-2.8%

Faster revenue growth than 28% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$2,338,492

Up $397,324 (+20%) from 2020

Net Assets

Up

$1,386,888

Up $158,233 (+13%) from 2020

Liabilities

Up

$951,604

Up $239,091 (+34%) from 2020

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin38th percentile

Revenue

Down

$2,603,261

Down $74,444 (-2.8%) from 2020

Expenses

Down

$2,438,331

Down $55,019 (-2.2%) from 2020

Net Income

Down

$164,930

Down $19,425 (-11%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $870,953Liabilities 2011: $276,593Net Assets 2011: $594,3602011Assets 2012: $1,034,561Liabilities 2012: $267,522Net Assets 2012: $767,0392012Assets 2013: $1,135,228Liabilities 2013: $218,816Net Assets 2013: $916,4122013Assets 2014: $1,090,082Liabilities 2014: $246,384Net Assets 2014: $843,6982014Assets 2015: $1,012,752Liabilities 2015: $352,107Net Assets 2015: $660,6452015Assets 2016: $1,240,149Liabilities 2016: $375,519Net Assets 2016: $864,6302016Assets 2017: $1,161,637Liabilities 2017: $416,092Net Assets 2017: $745,5452017Assets 2018: $1,152,858Liabilities 2018: $254,556Net Assets 2018: $898,3022018Assets 2019: $1,473,164Liabilities 2019: $425,728Net Assets 2019: $1,047,4362019Assets 2020: $1,941,168Liabilities 2020: $712,513Net Assets 2020: $1,228,6552020Assets 2021: $2,338,492Liabilities 2021: $951,604Net Assets 2021: $1,386,8882021Assets 2022: $2,229,880Liabilities 2022: $429,816Net Assets 2022: $1,800,0642022Assets 2023: $3,151,507Liabilities 2023: $981,831Net Assets 2023: $2,169,6762023Assets 2024: $3,588,302Liabilities 2024: $1,080,996Net Assets 2024: $2,507,3062024

Highlighted filing

2021

Assets$2,338,492
Liabilities$951,604
Net Assets$1,386,888
Open 2021 Filing

Operations Trend

Revenue Growth28th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $2,059,070Expenses 2011: $1,843,550Net Income 2011: $215,5202011Revenue 2012: $2,043,322Expenses 2012: $1,870,641Net Income 2012: $172,6812012Expenses 2013: $2,041,2972013Revenue 2014: $2,228,292Expenses 2014: $2,301,006Net Income 2014: -$72,7142014Revenue 2015: $2,233,181Expenses 2015: $2,416,234Net Income 2015: -$183,0532015Revenue 2016: $2,632,210Expenses 2016: $2,428,226Net Income 2016: $203,9842016Revenue 2017: $2,456,758Expenses 2017: $2,575,837Net Income 2017: -$119,0792017Revenue 2018: $2,535,328Expenses 2018: $2,378,327Net Income 2018: $157,0012018Revenue 2019: $2,742,430Expenses 2019: $2,590,340Net Income 2019: $152,0902019Revenue 2020: $2,677,705Expenses 2020: $2,493,350Net Income 2020: $184,3552020Revenue 2021: $2,603,261Expenses 2021: $2,438,331Net Income 2021: $164,9302021Revenue 2022: $3,385,784Expenses 2022: $2,972,608Net Income 2022: $413,1762022Revenue 2023: $3,025,008Expenses 2023: $2,655,397Net Income 2023: $369,6112023Revenue 2024: $3,485,640Expenses 2024: $3,066,906Net Income 2024: $418,7342024

Highlighted filing

2021

Revenue$2,603,261
Expenses$2,438,331
Net Income$164,930
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 16, 2022
Return Version
2020v4.0
Gross Receipts
$2,603,261
Mission and Program Overview

Mission

The charter school will empower every student to be a lifelong learner with essential skills and knowledge utilizing an educational program inspired by waldorf education methods.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,835,975$2,054,184▲ $218,209
Accounts Receivable$55,796$226,380▲ $170,584
Prepaid Expenses and Deferred Charges$43,408$56,764▲ $13,356
Land, Buildings, and Equipment, Net$5,989$1,164▼ $4,825
Total Assets$1,941,168$2,338,492▲ $397,324
Liabilities
Accounts Payable and Accrued Expenses$303,110$542,201▲ $239,091
Unsecured Notes Loans Payable$409,403$409,403→ $0
Total Liabilities$712,513$951,604▲ $239,091
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$679,358$1,302,413▲ $623,055
Net Assets With Donor Restrictions$549,297$84,475▼ $464,822
Total Net Assets Fund Balance$1,228,655$1,386,888▲ $158,233
Total Liabilities and Net Assets / Fund Balance$1,941,168$2,338,492▲ $397,324

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,164$30,416$31,580
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Maria MartinezExecutive DiFT$101,884$101,884
Michele ConyersFaculty RepFT$56,362$56,362
Maria GiustiClass Emp ReFT$47,138$47,138

Board Members and Trustees

NameTitle
Heather ShumakerPresident/pa
Nancy DempseyCommunity Me
Amy OggenfussFaculty Rep
Angelisa RussoParent at La
Melissa HabermanParent Concl
Sonya LuisoniVP/community
Revenue and Support

Revenue Composition

Contributions and Grants
$2,567,009
Program Service Revenue
$18,328
Investment Income
$17,924
Other Revenue
$0
All Other Contributions
$102,650
Change in Net Assets
$164,930

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,603,261
Total Revenue per Audited Statements
$2,603,261
Total Revenue per Form 990
$2,603,261
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,908,467
Other Expenses$529,864
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$845,445$375,755-$1,221,200
Other Employee Benefits$346,956$134,927-$481,883
Fees for Services Other$114,487$134,915-$249,402
Current Officers, Directors, Trustees, and Key Employees$103,500$101,884-$205,384
Occupancy$25,894$51,450-$77,344
Insurance-$38,126-$38,126
Travel$11,229$215-$11,444
Other Expenses$46,987$4,884-$4,884
Depreciation Depletion-$3,017-$3,017
Total Functional Expenses$1,571,241$867,090$0$2,438,331

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,445,028
Expenses per Audited Statements$2,438,331
Total Expenses per Form 990$2,438,331
Expenses Not Reported on Form 990$6,697
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 7A

“Stone bridge school has three governing bodies: faculty council, parent council and classified employees who as individual groups vote on members to be elected to the governing board (charter council).”

Form 990, Page 6, Part VI, Line 11B

“The 990 report will be reviewed by our board president. The 990 is presented to the board of directors for approval prior to filing.”

Form 990, Page 6, Part VI, Line 12C

“Any agreements entered into are carefully examined to determine any conflict of interest. None to date, so none to monitor.”

Form 990, Page 6, Part VI, Line 15A

“Employees of the school are offered salaries based upon a pre-approved salary schedule. Employment contracts including the salary being offered are presented to the charter council/board of directors for approval.”

Form 990, Page 6, Part VI, Line 15B

“Employees of the school are offered salaries based upon a pre-approved salary schedule. Employment contracts including the salary being offered are presented to the charter council/board of directors for approval.”

Form 990, Page 6, Part VI, Line 19

“Any documents submitted to our board (including financial statements, policies, etc.) are also available in a binder in the office for any public person to view upon request.”

Filing and Contact Details

Filer

Filer Name
Stone Bridge School
EIN
16-1725175
Phone
7072525522
Address
1680 LOS CARNEROS AVE, NAPA, CA 94559

Signing Officer

Name
James Brown
Title
Executive Director
Phone
7072525522
Signed
2022-05-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Brown
Formed
2005
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
51
Volunteers
150

Preparer

Firm
Chavan & Associates Llp
Address
1475 SARATOGA AVE SUITE 180, SAN JOSE, CA 95129-4951
Preparer
Sheldon Chavan
Phone
4082178749
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Professional services 114,487 134,915 0”

Form 990, Part XI, Line 9

“Book / tax depreciation difference -6,697”

Financial Statement Notes

Schedule D, Page 4, Part XII, Line 2D

“Book / tax depreciation difference 6,697”

Raw XML AppendixShowing 400 of 425 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0303110
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0542201
IRS990/AccountsReceivableGrp/BOYAmt055796
IRS990/AccountsReceivableGrp/EOYAmt0226380
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE CHARTER SCHOOL WILL EMPOWER EVERY STUDENT TO BE A LIFELONG LEARNER WITH ESSENTIAL SKILLS AND KNOWLEDGE UTILIZING AN EDUCATIONAL PROGRAM INSPIRED BY WALDORF EDUCATION METHODS.
IRS990/AllOtherContributionsAmt0102650
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/PersonNm0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum07072525519
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01680 LOS CARNEROS AVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0NAPA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094559
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt01835975
IRS990/CashNonInterestBearingGrp/EOYAmt02054184
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0101884
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0103500
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0205384
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02567009
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt017924
IRS990/CYOtherExpensesAmt0529864
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt018328
IRS990/CYRevenuesLessExpensesAmt0164930
IRS990/CYSalariesCompEmpBnftPaidAmt01908467
IRS990/CYTotalExpensesAmt02438331
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02603261
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt03017
IRS990/DepreciationDepletionGrp/TotalAmt03017
IRS990/Desc0TO PROVIDE A RIGOROUS EDUCATIONAL PROGRAM THAT WILL EMPHASIZE THE DEVELOPMENT OF BASIC SKILLS READING, WRITING, SPEAKING AND COMPUTATION. DEVELOPMENT OF PROBLEM SOLVING SKILLS AND GLOBAL PERSPECTIVE BY UTILIZING AN EDUCATIONAL PROGRAM INSPIRED BY WALDORF EDUCATION METHODS. TO MEET THE NEEDS OF EACH CHILD UTILIZING A DEVELOPMENTAL APPROACH WITH CONSIDERATION TO DIFFERENT LEARNING STYLES.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0549297
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt084475
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt051
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt01571241
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0134915
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0114487
IRS990/FeesForServicesOtherGrp/TotalAmt0249402
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt840.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0HEATHER SHUMAKER
IRS990/Form990PartVIISectionAGrp/PersonNm1MARIA GIUSTI
IRS990/Form990PartVIISectionAGrp/PersonNm2SONYA LUISONI
IRS990/Form990PartVIISectionAGrp/PersonNm3NANCY DEMPSEY
IRS990/Form990PartVIISectionAGrp/PersonNm4ANGELISA RUSSO
IRS990/Form990PartVIISectionAGrp/PersonNm5MELISSA HABERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm6MICHELE CONYERS
IRS990/Form990PartVIISectionAGrp/PersonNm7AMY OGGENFUSS
IRS990/Form990PartVIISectionAGrp/PersonNm8MARIA MARTINEZ
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt147138
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt656362
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8101884
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT/PA
IRS990/Form990PartVIISectionAGrp/TitleTxt1CLASS EMP RE
IRS990/Form990PartVIISectionAGrp/TitleTxt2VP/COMMUNITY
IRS990/Form990PartVIISectionAGrp/TitleTxt3COMMUNITY ME
IRS990/Form990PartVIISectionAGrp/TitleTxt4PARENT AT LA
IRS990/Form990PartVIISectionAGrp/TitleTxt5PARENT CONCL
IRS990/Form990PartVIISectionAGrp/TitleTxt6FACULTY REP
IRS990/Form990PartVIISectionAGrp/TitleTxt7FACULTY REP
IRS990/Form990PartVIISectionAGrp/TitleTxt8EXECUTIVE DI
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02005
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GovernmentGrantsAmt02436359
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt02603261
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt038126
IRS990/InsuranceGrp/TotalAmt038126
IRS990/InvestmentIncomeGrp/ExclusionAmt017924
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt017924
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt030416
IRS990/LandBldgEquipBasisNetGrp/BOYAmt05989
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01164
IRS990/LandBldgEquipCostOrOtherBssAmt031580
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE CHARTER SCHOOL WILL EMPOWER EVERY STUDENT TO BE A LIFELONG LEARNER WITH ESSENTIAL SKILLS AND KNOWLEDGE UTILIZING AN EDUCATIONAL PROGRAM INSPIRED BY WALDORF EDUCATION METHODS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01228655
IRS990/NetAssetsOrFundBalancesEOYAmt01386888
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0679358
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01302413
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt051450
IRS990/OccupancyGrp/ProgramServicesAmt025894
IRS990/OccupancyGrp/TotalAmt077344
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-6697
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0134927
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0346956
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0481883
IRS990/OtherExpensesGrp/Desc0BOOKS AND SUPPLIES
IRS990/OtherExpensesGrp/Desc1HOUSEKEEPING SERVICES
IRS990/OtherExpensesGrp/Desc2COMMUNICATIONS
IRS990/OtherExpensesGrp/Desc3DUES AND MEMBERSHIPS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt014739
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt17178
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt24884
IRS990/OtherExpensesGrp/ProgramServicesAmt076743
IRS990/OtherExpensesGrp/ProgramServicesAmt146987
IRS990/OtherExpensesGrp/TotalAmt091482
IRS990/OtherExpensesGrp/TotalAmt146987
IRS990/OtherExpensesGrp/TotalAmt27178
IRS990/OtherExpensesGrp/TotalAmt34884
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0375755
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0845445
IRS990/OtherSalariesAndWagesGrp/TotalAmt01221200
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt043408
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt056764
IRS990/PrincipalOfficerNm0JAMES BROWN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0FARMING AND VINYARD PROGRAMS
IRS990/ProgramServiceRevenueGrp/Desc1AFTERCARE PROGRAM
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt015483
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12845
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt015483
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12845
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt02529145
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt020090
IRS990/PYOtherExpensesAmt0453790
IRS990/PYProgramServiceRevenueAmt0128470
IRS990/PYRevenuesLessExpensesAmt0184355
IRS990/PYSalariesCompEmpBnftPaidAmt02039560
IRS990/PYTotalExpensesAmt02493350
IRS990/PYTotalRevenueAmt02677705
IRS990/ReconcilationRevenueExpnssAmt0164930
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt028000
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt018328
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt01164
IRS990ScheduleD/EquipmentGrp/DepreciationAmt030416
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt031580
IRS990ScheduleD/ExpensesNotReportedAmt06697
IRS990ScheduleD/ExpensesSubtotalAmt02438331
IRS990ScheduleD/OtherExpensesIncludedAmt06697
IRS990ScheduleD/RevenueSubtotalAmt02603261
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0BOOK / TAX DEPRECIATION DIFFERENCE 6,697
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XII, LINE 2D
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01164
IRS990ScheduleD/TotalExpensesPerForm990Amt02438331
IRS990ScheduleD/TotalRevenuePerForm990Amt02603261
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02603261
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02445028
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0NONDISCRIMINATORY CLAUSE IS PRINTED ON THE BOTTOM OF ENROLLMENT PAPERWORK AND PUBLICATIONS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0STONE BRIDGE SCHOOL HAS THREE GOVERNING BODIES: FACULTY COUNCIL, PARENT COUNCIL AND CLASSIFIED EMPLOYEES WHO AS INDIVIDUAL GROUPS VOTE ON MEMBERS TO BE ELECTED TO THE GOVERNING BOARD (CHARTER COUNCIL).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 REPORT WILL BE REVIEWED BY OUR BOARD PRESIDENT. THE 990 IS PRESENTED TO THE BOARD OF DIRECTORS FOR APPROVAL PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANY AGREEMENTS ENTERED INTO ARE CAREFULLY EXAMINED TO DETERMINE ANY CONFLICT OF INTEREST. NONE TO DATE, SO NONE TO MONITOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EMPLOYEES OF THE SCHOOL ARE OFFERED SALARIES BASED UPON A PRE-APPROVED SALARY SCHEDULE. EMPLOYMENT CONTRACTS INCLUDING THE SALARY BEING OFFERED ARE PRESENTED TO THE CHARTER COUNCIL/BOARD OF DIRECTORS FOR APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EMPLOYEES OF THE SCHOOL ARE OFFERED SALARIES BASED UPON A PRE-APPROVED SALARY SCHEDULE. EMPLOYMENT CONTRACTS INCLUDING THE SALARY BEING OFFERED ARE PRESENTED TO THE CHARTER COUNCIL/BOARD OF DIRECTORS FOR APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ANY DOCUMENTS SUBMITTED TO OUR BOARD (INCLUDING FINANCIAL STATEMENTS, POLICIES, ETC.) ARE ALSO AVAILABLE IN A BINDER IN THE OFFICE FOR ANY PUBLIC PERSON TO VIEW UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PROFESSIONAL SERVICES 114,487 134,915 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BOOK / TAX DEPRECIATION DIFFERENCE -6,697
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0STONE BRIDGE SCHOOL PARENT COUNCIL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0300141332
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501 C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0FUNDRAISER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt010
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01680 LOS CARNEROS AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0NAPA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd094559
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01941168
IRS990/TotalAssetsEOYAmt02338492
IRS990/TotalAssetsGrp/BOYAmt01941168
IRS990/TotalAssetsGrp/EOYAmt02338492
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt02567009
IRS990/TotalEmployeeCnt051
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0867090
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01571241
IRS990/TotalFunctionalExpensesGrp/TotalAmt02438331
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0712513
IRS990/TotalLiabilitiesEOYAmt0951604
IRS990/TotalLiabilitiesGrp/BOYAmt0712513
IRS990/TotalLiabilitiesGrp/EOYAmt0951604
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01228655
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01386888
IRS990/TotalProgramServiceExpensesAmt01571241
IRS990/TotalProgramServiceRevenueAmt018328
IRS990/TotalReportableCompFromOrgAmt0205384
IRS990/TotalRevenueGrp/ExclusionAmt017924
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt018328
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02603261
IRS990/TotalVolunteersCnt0150
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01941168
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02338492
IRS990/TravelGrp/ManagementAndGeneralAmt0215
IRS990/TravelGrp/ProgramServicesAmt011229
IRS990/TravelGrp/TotalAmt011444
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt0409403
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt0409403
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01680 LOS CARNEROS AVE
IRS990/USAddress/CityNm0NAPA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094559
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.STONEBRIDGESCHOOL.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES BROWN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07072525522

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,338,492
Liabilities
$951,604
Net assets
$1,386,888
Revenue
$2,603,261
Expenses
$2,438,331
Net income
$164,930
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.59$1.08$2.51$3.49$3.07$0.42
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.15$0.98$2.17$3.03$2.66$0.37
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.23$0.43$1.80$3.39$2.97$0.41
2021Detailed filing. Detailed filing data is available for this year.$2.34$0.95$1.39$2.60$2.44$0.16
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.94$0.71$1.23$2.68$2.49$0.18
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$0.43$1.05$2.74$2.59$0.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$0.25$0.90$2.54$2.38$0.16
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$0.42$0.75$2.46$2.58$0.12
2016Detailed filing. Detailed filing data is available for this year.$1.24$0.38$0.86$2.63$2.43$0.20
2015Detailed filing. Detailed filing data is available for this year.$1.01$0.35$0.66$2.23$2.42$0.18
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.09$0.25$0.84$2.23$2.30$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.14$0.22$0.92$2.04
2012Summary only. Only limited summary data is available for this year.$1.03$0.27$0.77$2.04$1.87$0.17
2011Summary only. Only limited summary data is available for this year.$0.87$0.28$0.59$2.06$1.84$0.22