Civic Intelligence

Stone Bridge School

990 • Fiscal year 2024 • EIN 16-1725175

Jul 01, 2023 to Jun 30, 2024 • Filed on May 15, 2025

Organization ProfileWWW.STONEBRIDGESCHOOL.ORG
1019 2nd AveNapa, CA 94558

(707) 252-5522

Siviq Scores

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

Liabilities / Assets

75th percentile

0.30x

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

74th percentile

0.31x

Higher debt load relative to revenue than 74% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

63rd percentile

12%

Higher net margin than 63% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

78th percentile

$131,852

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 3.8% of source-year revenue.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

71st percentile

14%

Faster asset growth than 71% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

61st percentile

15%

Faster revenue growth than 61% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$3,588,302

Up $436,795 (+14%) from 2023

Net Assets

Up

$2,507,306

Up $337,630 (+16%) from 2023

Liabilities

Up

$1,080,996

Up $99,165 (+10%) from 2023

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin63rd percentile

Revenue

Up

$3,485,640

Up $460,632 (+15%) from 2023

Expenses

Up

$3,066,906

Up $411,509 (+15%) from 2023

Net Income

Up

$418,734

Up $49,123 (+13%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth71st 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

2024

Assets$3,588,302
Liabilities$1,080,996
Net Assets$2,507,306
Open 2024 Filing

Operations Trend

Revenue Growth61st 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

2024

Revenue$3,485,640
Expenses$3,066,906
Net Income$418,734
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$3,485,640
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$2,327,979$3,038,562▲ $710,583
Accounts Receivable$737,888$478,067▼ $259,821
Prepaid Expenses and Deferred Charges$38,855$38,763▼ $92
Intangible Assets$40,211$26,806▼ $13,405
Land, Buildings, and Equipment, Net$6,574$6,104▼ $470
Total Assets$3,151,507$3,588,302▲ $436,795
Liabilities
Accounts Payable and Accrued Expenses$543,954$572,924▲ $28,970
Deferred Revenue$399,641$483,208▲ $83,567
Other Liabilities$38,236$24,864▼ $13,372
Total Liabilities$981,831$1,080,996▲ $99,165
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,032,458$2,370,088▲ $337,630
Net Assets With Donor Restrictions$137,218$137,218→ $0
Total Net Assets Fund Balance$2,169,676$2,507,306▲ $337,630
Total Liabilities and Net Assets / Fund Balance$3,151,507$3,588,302▲ $436,795

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$6,104$32,519$38,623
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseTotal
James BrownExecutive DiFT$131,852$131,852
Lisa MeyersFaculty RepFT$76,407$76,407
Greg GreesonTreasurer/clPT$35,715$35,715

Board Members and Trustees

NameTitle
Birha MccannCOM Mem/co-c
Richard BeckCommunity Me
Meredith FitzgeraldParent at La
Heidi SoldingerParent Concl
Melissa HabermanParent Mem/c
Maria MartinezSecretary/co
Revenue and Support

Revenue Composition

Contributions and Grants
$3,346,198
Program Service Revenue
$86,095
Investment Income
$53,347
Other Revenue
$0
All Other Contributions
$147,673
Change in Net Assets
$418,734

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,485,640
Revenue Not Reported on Form 990
$-81,104
Total Revenue per Audited Statements
$3,404,536
Total Revenue per Form 990
$3,485,640
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,326,233
Other Expenses$740,673
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,259,518$259,461-$1,518,979
Other Employee Benefits$352,292$210,988-$563,280
Fees for Services Other$231,055$119,442-$350,497
Current Officers, Directors, Trustees, and Key Employees$112,122$131,852-$243,974
Insurance-$48,623-$48,623
Depreciation Depletion-$13,875-$13,875
Other Expenses$77,456$7,104-$7,104
Occupancy$4,468$1,261-$5,729
Travel$1,686$1,721-$3,407
Total Functional Expenses$2,254,099$812,807$0$3,066,906

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,066,906
Total Expenses per Audited Statements$3,066,906
Total Expenses per Form 990$3,066,906
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Leases$24,864
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
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 and executive director.”

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
1019 2ND AVE, NAPA, CA 94558

Signing Officer

Name
James Brown
Title
Executive Director
Phone
7072525522
Signed
2025-05-15
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
59
Volunteers
150

Preparer

Firm
Chavan & Associates Llp
Address
15105 CONCORD CIRCLE SUITE 130, MORGAN HILL, CA 95037
Preparer
Sheldon Chavan
Phone
4082178749
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Professional services 231,055 119,442 0”

Raw XML Appendix398 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/BOYAmt0543954
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0572924
IRS990/AccountsReceivableGrp/BOYAmt0737888
IRS990/AccountsReceivableGrp/EOYAmt0478067
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/AllOtherContributionsAmt0147673
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0false
IRS990/BooksInCareOfDetail/PersonNm0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum07072525519
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01019 2ND AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0NAPA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094558
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt02327979
IRS990/CashNonInterestBearingGrp/EOYAmt03038562
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0131852
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0112122
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0243974
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt03346198
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt053347
IRS990/CYOtherExpensesAmt0740673
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt086095
IRS990/CYRevenuesLessExpensesAmt0418734
IRS990/CYSalariesCompEmpBnftPaidAmt02326233
IRS990/CYTotalExpensesAmt03066906
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03485640
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt0399641
IRS990/DeferredRevenueGrp/EOYAmt0483208
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt013875
IRS990/DepreciationDepletionGrp/TotalAmt013875
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/BOYAmt0137218
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0137218
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt059
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt02254099
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0119442
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0231055
IRS990/FeesForServicesOtherGrp/TotalAmt0350497
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt030.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
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/OfficerInd4X
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/PersonNm0GREG GREESON
IRS990/Form990PartVIISectionAGrp/PersonNm1LISA MEYERS
IRS990/Form990PartVIISectionAGrp/PersonNm2HEIDI SOLDINGER
IRS990/Form990PartVIISectionAGrp/PersonNm3MEREDITH FITZGERALD
IRS990/Form990PartVIISectionAGrp/PersonNm4MELISSA HABERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm5RICHARD BECK
IRS990/Form990PartVIISectionAGrp/PersonNm6MARIA MARTINEZ
IRS990/Form990PartVIISectionAGrp/PersonNm7BIRHA MCCANN
IRS990/Form990PartVIISectionAGrp/PersonNm8JAMES BROWN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt035715
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt176407
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8131852
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/TitleTxt0TREASURER/CL
IRS990/Form990PartVIISectionAGrp/TitleTxt1FACULTY REP
IRS990/Form990PartVIISectionAGrp/TitleTxt2PARENT CONCL
IRS990/Form990PartVIISectionAGrp/TitleTxt3PARENT AT LA
IRS990/Form990PartVIISectionAGrp/TitleTxt4PARENT MEM/C
IRS990/Form990PartVIISectionAGrp/TitleTxt5COMMUNITY ME
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY/CO
IRS990/Form990PartVIISectionAGrp/TitleTxt7COM MEM/CO-C
IRS990/Form990PartVIISectionAGrp/TitleTxt8EXECUTIVE DI
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02005
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GovernmentGrantsAmt03138525
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt03485640
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt048623
IRS990/InsuranceGrp/TotalAmt048623
IRS990/IntangibleAssetsGrp/BOYAmt040211
IRS990/IntangibleAssetsGrp/EOYAmt026806
IRS990/InvestmentIncomeGrp/ExclusionAmt053347
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt053347
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt032519
IRS990/LandBldgEquipBasisNetGrp/BOYAmt06574
IRS990/LandBldgEquipBasisNetGrp/EOYAmt06104
IRS990/LandBldgEquipCostOrOtherBssAmt038623
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/NetAssetsOrFundBalancesBOYAmt02169676
IRS990/NetAssetsOrFundBalancesEOYAmt02507306
IRS990/NetUnrlzdGainsLossesInvstAmt0-81104
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02032458
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02370088
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt01261
IRS990/OccupancyGrp/ProgramServicesAmt04468
IRS990/OccupancyGrp/TotalAmt05729
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0210988
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0352292
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0563280
IRS990/OtherExpensesGrp/Desc0BOOKS AND SUPPLIES
IRS990/OtherExpensesGrp/Desc1HOUSEKEEPING SERVICES
IRS990/OtherExpensesGrp/Desc2DUES AND MEMBERSHIPS
IRS990/OtherExpensesGrp/Desc3COMMUNICATIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt09352
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt19128
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt27104
IRS990/OtherExpensesGrp/ProgramServicesAmt0215502
IRS990/OtherExpensesGrp/ProgramServicesAmt177456
IRS990/OtherExpensesGrp/TotalAmt0224854
IRS990/OtherExpensesGrp/TotalAmt177456
IRS990/OtherExpensesGrp/TotalAmt29128
IRS990/OtherExpensesGrp/TotalAmt37104
IRS990/OtherLiabilitiesGrp/BOYAmt038236
IRS990/OtherLiabilitiesGrp/EOYAmt024864
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0259461
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01259518
IRS990/OtherSalariesAndWagesGrp/TotalAmt01518979
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt038855
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt038763
IRS990/PrincipalOfficerNm0JAMES BROWN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0AFTERCARE PROGRAM
IRS990/ProgramServiceRevenueGrp/Desc1SUMMER PROGRAMS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt045352
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt140743
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt045352
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt140743
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt02848133
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt014660
IRS990/PYOtherExpensesAmt0502990
IRS990/PYProgramServiceRevenueAmt0162215
IRS990/PYRevenuesLessExpensesAmt0369611
IRS990/PYSalariesCompEmpBnftPaidAmt02152407
IRS990/PYTotalExpensesAmt02655397
IRS990/PYTotalRevenueAmt03025008
IRS990/ReconcilationRevenueExpnssAmt0418734
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt060000
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt086095
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/BookValueAmt06104
IRS990ScheduleD/EquipmentGrp/DepreciationAmt032519
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt038623
IRS990ScheduleD/ExpensesSubtotalAmt03066906
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-81104
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt024864
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OPERATING LEASES
IRS990ScheduleD/RevenueNotReportedAmt0-81104
IRS990ScheduleD/RevenueSubtotalAmt03485640
IRS990ScheduleD/TotalBookValueLandBuildingsAmt06104
IRS990ScheduleD/TotalExpensesPerForm990Amt03066906
IRS990ScheduleD/TotalLiabilityAmt024864
IRS990ScheduleD/TotalRevenuePerForm990Amt03485640
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03404536
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03066906
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
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/ExplanationTxt1STATE OF CALIFORNIA AND FEDERAL GRANTS
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, LINE 6
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 AND EXECUTIVE DIRECTOR.
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 231,055 119,442 0
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
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03151507
IRS990/TotalAssetsEOYAmt03588302
IRS990/TotalAssetsGrp/BOYAmt03151507
IRS990/TotalAssetsGrp/EOYAmt03588302
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt03346198
IRS990/TotalEmployeeCnt059
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0812807
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02254099
IRS990/TotalFunctionalExpensesGrp/TotalAmt03066906
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0981831
IRS990/TotalLiabilitiesEOYAmt01080996
IRS990/TotalLiabilitiesGrp/BOYAmt0981831
IRS990/TotalLiabilitiesGrp/EOYAmt01080996
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02169676
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02507306
IRS990/TotalProgramServiceExpensesAmt02254099
IRS990/TotalProgramServiceRevenueAmt086095
IRS990/TotalReportableCompFromOrgAmt0243974
IRS990/TotalRevenueGrp/ExclusionAmt053347
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt086095
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03485640
IRS990/TotalVolunteersCnt0150
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03151507
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03588302
IRS990/TravelGrp/ManagementAndGeneralAmt01721
IRS990/TravelGrp/ProgramServicesAmt01686
IRS990/TravelGrp/TotalAmt03407
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01019 2ND AVE
IRS990/USAddress/CityNm0NAPA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094558
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.STONEBRIDGESCHOOL.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES BROWN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07072525522
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STONE BRIDGE SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0STON
ReturnHeader/Filer/EIN0161725175
ReturnHeader/Filer/PhoneNum07072525522
ReturnHeader/Filer/USAddress/AddressLine1Txt01019 2ND AVE
ReturnHeader/Filer/USAddress/CityNm0NAPA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094558
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0270630496
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHAVAN & ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015105 CONCORD CIRCLE SUITE 130
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MORGAN HILL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095037
ReturnHeader/PreparerPersonGrp/PhoneNum04082178749
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHELDON CHAVAN
ReturnHeader/ReturnTs02025-05-15T12:00:19-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,588,302
Liabilities
$1,080,996
Net assets
$2,507,306
Revenue
$3,485,640
Expenses
$3,066,906
Net income
$418,734
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$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
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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