Civic Intelligence

Bowman International School

990 • Fiscal year 2017 • EIN 77-0403885

Sep 01, 2016 to Aug 31, 2017 • Filed on Feb 08, 2018

Organization Profilewww.bowmanschool.org

View Organization Page

4000 Terman DrivePalo Alto, CA 94306

(650) 813-9131

Siviq Scores

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

Liabilities / Assets

79th percentile

0.62x

Higher debt load relative to assets than 79% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

87th percentile

1.90x

Higher debt load relative to revenue than 87% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

72nd percentile

13%

Higher net margin than 72% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

53rd percentile

$182,990

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

94th percentile

53%

Faster asset growth than 94% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

69th percentile

13%

Faster revenue growth than 69% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$22,656,761

Up $7,846,070 (+53%) from 2016

Net Assets

Up

$8,540,896

Up $980,870 (+13%) from 2016

Liabilities

Up

$14,115,865

Up $6,865,200 (+95%) from 2016

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin72nd percentile

Revenue

Up

$7,427,872

Up $876,663 (+13%) from 2016

Expenses

Up

$6,447,002

Up $261,581 (+4.2%) from 2016

Net Income

Up

$980,870

Up $615,082 (+168%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$80M$60M$40M$20M$0Assets 2011: $10,409,791Liabilities 2011: $4,273,183Net Assets 2011: $6,136,6082011Assets 2012: $10,446,145Liabilities 2012: $3,981,148Net Assets 2012: $6,464,9972012Assets 2013: $10,219,766Liabilities 2013: $3,306,979Net Assets 2013: $6,912,7872013Assets 2014: $10,276,442Liabilities 2014: $3,340,130Net Assets 2014: $6,936,3122014Assets 2015: $14,560,189Liabilities 2015: $7,365,951Net Assets 2015: $7,194,2382015Assets 2016: $14,810,691Liabilities 2016: $7,250,665Net Assets 2016: $7,560,0262016Assets 2017: $22,656,761Liabilities 2017: $14,115,865Net Assets 2017: $8,540,8962017Assets 2018: $25,768,102Liabilities 2018: $15,219,441Net Assets 2018: $10,548,6612018Assets 2019: $37,170,775Liabilities 2019: $24,788,420Net Assets 2019: $12,382,3552019Assets 2020: $44,004,757Liabilities 2020: $30,886,914Net Assets 2020: $13,117,8432020Assets 2021: $44,508,295Liabilities 2021: $29,309,350Net Assets 2021: $15,198,9452021Assets 2022: $45,582,918Liabilities 2022: $29,816,219Net Assets 2022: $15,766,6992022Assets 2023: $45,528,366Liabilities 2023: $29,635,036Net Assets 2023: $15,893,3302023Assets 2024: $49,319,318Liabilities 2024: $31,244,777Net Assets 2024: $18,074,5412024Assets 2025: $60,190,919Liabilities 2025: $43,005,961Net Assets 2025: $17,184,9582025

Highlighted filing

2017

Assets$22,656,761
Liabilities$14,115,865
Net Assets$8,540,896
Open 2017 Filing

Operations Trend

Revenue Growth69th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $4,136,242Expenses 2011: $4,012,473Net Income 2011: $123,7692011Expenses 2012: $4,395,4622012Revenue 2013: $5,045,708Expenses 2013: $4,597,918Net Income 2013: $447,7902013Revenue 2014: $5,171,739Expenses 2014: $5,148,214Net Income 2014: $23,5252014Revenue 2015: $5,782,666Expenses 2015: $5,457,700Net Income 2015: $324,9662015Revenue 2016: $6,551,209Expenses 2016: $6,185,421Net Income 2016: $365,7882016Revenue 2017: $7,427,872Expenses 2017: $6,447,002Net Income 2017: $980,8702017Revenue 2018: $9,280,621Expenses 2018: $7,272,856Net Income 2018: $2,007,7652018Revenue 2019: $9,267,726Expenses 2019: $7,434,032Net Income 2019: $1,833,6942019Revenue 2020: $9,927,040Expenses 2020: $9,191,552Net Income 2020: $735,4882020Revenue 2021: $10,922,041Expenses 2021: $8,840,939Net Income 2021: $2,081,1022021Revenue 2022: $10,438,699Expenses 2022: $9,870,945Net Income 2022: $567,7542022Revenue 2023: $10,659,677Expenses 2023: $10,533,046Net Income 2023: $126,6312023Revenue 2024: $11,995,743Expenses 2024: $11,806,279Net Income 2024: $189,4642024Revenue 2025: $12,862,095Expenses 2025: $13,273,592Net Income 2025: -$411,4972025

Highlighted filing

2017

Revenue$7,427,872
Expenses$6,447,002
Net Income$980,870
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Feb 8, 2018
Return Version
2016v3.0
Gross Receipts
$7,427,872
Mission and Program Overview

Mission

To operate a school providing the general public a tuition-based educational program for students from preschool through twelfth grade based upon, but not limited to, an international and montessori curriculum.

To operate a school providing the general public a tuition-based educational program for students from kindergarten through eighth grade based upon, but not limited to, an international and montessori curriculum.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$11,756,586$17,670,761▲ $5,914,175
Savings and Temporary Cash Investments$1,239,625$3,361,870▲ $2,122,245
Cash and Non-Interest-Bearing Accounts$226,067$259,435▲ $33,368
Pledges and Grants Receivable$29,000$184,575▲ $155,575
Prepaid Expenses and Deferred Charges$72,177$83,827▲ $11,650
Accounts Receivable$15,661$14,075▼ $1,586
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$14,810,691$22,656,761▲ $7,846,070
Other Assets Total$1,471,575$1,082,218▼ $389,357
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,513,594$11,945,842▲ $10,432,248
Deferred Revenue$1,526,508$1,832,956▲ $306,448
Accounts Payable and Accrued Expenses$242,362$192,067▼ $50,295
Other Liabilities$3,968,201$145,000▼ $3,823,201
Total Liabilities$7,250,665$14,115,865▲ $6,865,200
Net Assets / Fund Balance
Unrestricted Net Assets$7,474,083$7,783,379▲ $309,296
Temporarily Rstr Net Assets$85,943$757,517▲ $671,574
Total Net Assets Fund Balance$7,560,026$8,540,896▲ $980,870
Total Liabilities and Net Assets / Fund Balance$14,810,691$22,656,761▲ $7,846,070

Asset Categories

AssetBook ValueDepreciationBasis
Land$12,076,732-$12,076,732
Buildings$4,973,884$2,850,491$7,824,375
Equipment$461,598$120,447$582,045
Other Land Buildings$118,571$193,998$312,569
Leasehold Improvements$39,976$92,802$132,778
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mary E RicksPresidentFT$177,660$5,330$182,990
Stephen E EscherDirector of ArtsFT$133,284$3,999$137,283
Pamela Beth ShanksAssoc Head of SchFT$124,210$2,189$126,399

Board Members and Trustees

NameTitle
Jonathan LeffChairman
Kristin KassaeiChairman
Caryl AthanasiuMember
Christopher LowmanMember
Cynthia BrightMember
Doug GonsalvesMember
Ketan KotakMember
Krista GlantschnigMember
Mary VincentMember
Rebecca KatzMember
Shymali SinghalMember
Simmi KokalMember
Brad KruegerSecretary
Brent LucasTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$890,220
Program Service Revenue
$6,529,882
Investment Income
$6,425
Other Revenue
$1,345
All Other Contributions
$890,220
Change in Net Assets
$980,870

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Securities Publicly Traded10$110,470
Total Noncash Contributions10$110,470

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,427,872
Total Revenue per Audited Statements
$7,427,872
Total Revenue per Form 990
$7,427,872
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,604,871
Other Expenses$1,794,131
Total Fundraising Expense$275,954
Professional Fundraising Fees$48,000
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,146,067$170,116$67,575$3,383,758
Payroll Taxes$923,192$85,391$29,540$1,038,123
Interest$289,561$32,173-$321,734
Depreciation Depletion$272,885$30,321-$303,206
All Other Expenses$205,668$16,404$429$222,501
Current Officers, Directors, Trustees, and Key Employees$155,542$27,448-$182,990
Occupancy$105,169$11,685-$116,854
Advertising$2,341$4,675$76,361$83,377
Other Expenses$75,774$5,637$1,137$75,774
Insurance$58,600$6,511-$65,111
Fees for Services Accounting-$57,840-$57,840
Payment Travel Entrtnmnt Publicly Ofcl$12,577$1,397$35,272$49,246
Fees for Services Professional Fundraising--$48,000$48,000
Fees for Services Other$15,798$9,159$6,964$31,921
Office Expenses$8,599$955$10,676$20,230
Fees for Services Legal-$20,100-$20,100
Total Functional Expenses$5,677,486$493,562$275,954$6,447,002

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,447,002
Total Expenses per Audited Statements$6,447,002
Total Expenses per Form 990$6,447,002
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$48,000
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Enrollment Deposits$145,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
No
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, Part VI, Line 11B: Form 990 Review Process

“Head of school, consulting cfo and treasurer review before filing; board and audit committee review after filing”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Officers & trustees disclose and update any potential or actual conflict of interest when it occurs. All voting members of governing body are covered under the policy. A person with a conflict is subject to any restriction upon decisions by governing body.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Board of Trustees reviews the performance of Head of School and other key employees; determines compensation on annual basis.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“See above.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“All governing documents are available upon request from the Head of School.”

Filing and Contact Details

Filer

Filer Name
Bowman International School
EIN
77-0403885
Phone
6508139131
Address
4000 TERMAN DRIVE, PALO ALTO, CA 94306

Signing Officer

Name
Mary E Ricks
Title
President
Signed
2018-02-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary E Ricks
Formed
1995
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
66
Volunteers
28

Preparer

Firm
Hutchinson and Bloodgood LLP
Address
579 Auto Center Drive, Watsonville, CA 95076
Preparer
Karen E Semingson CPA
Phone
8317242441
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IRS990/Form990PartVIISectionAGrp/PersonNm12SHYMALI SINGHAL
IRS990/Form990PartVIISectionAGrp/PersonNm13MARY VINCENT
IRS990/Form990PartVIISectionAGrp/PersonNm14MARY E RICKS
IRS990/Form990PartVIISectionAGrp/PersonNm15STEPHEN E ESCHER
IRS990/Form990PartVIISectionAGrp/PersonNm16PAMELA BETH SHANKS
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IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt10MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14President
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR OF ARTS
IRS990/Form990PartVIISectionAGrp/TitleTxt16ASSOC HEAD OF SCH
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IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
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IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
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IRS990/GrantsToOrganizationsInd0false
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt06425
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IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
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IRS990/IRPDocumentCnt022
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt017670761
IRS990/LandBldgEquipCostOrOtherBssAmt020928499
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IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO OPERATE A SCHOOL PROVIDING THE GENERAL PUBLIC A TUITION-BASED EDUCATIONAL PROGRAM FOR STUDENTS FROM KINDERGARTEN THROUGH EIGHTH GRADE BASED UPON, BUT NOT LIMITED TO, AN INTERNATIONAL AND MONTESSORI CURRICULUM.
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IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoncashContributionsAmt0110470
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt011685
IRS990/OccupancyGrp/ProgramServicesAmt0105169
IRS990/OccupancyGrp/TotalAmt0116854
IRS990/OfficeExpensesGrp/FundraisingAmt010676
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0955
IRS990/OfficeExpensesGrp/ProgramServicesAmt08599
IRS990/OfficeExpensesGrp/TotalAmt020230
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IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
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IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
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IRS990/OtherAssetsTotalGrp/EOYAmt01082218
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IRS990/OtherExpensesGrp/Desc0FIELD TRIPS
IRS990/OtherExpensesGrp/Desc1REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc2FACULTY TRAINING
IRS990/OtherExpensesGrp/Desc3SUPPLIES AND MATERIALS
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt013750
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt15637
IRS990/OtherExpensesGrp/ProgramServicesAmt0180245
IRS990/OtherExpensesGrp/ProgramServicesAmt1123753
IRS990/OtherExpensesGrp/ProgramServicesAmt2101715
IRS990/OtherExpensesGrp/ProgramServicesAmt375774
IRS990/OtherExpensesGrp/TotalAmt0180245
IRS990/OtherExpensesGrp/TotalAmt1137503
IRS990/OtherExpensesGrp/TotalAmt2108489
IRS990/OtherExpensesGrp/TotalAmt375774
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IRS990/PayrollTaxesGrp/ProgramServicesAmt0923192
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt083827
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IRS990/ProgramServiceRevenueGrp/Desc2TUITION INCOME
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1134994
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt26266888
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1134994
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt26266888
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IRS990/PymtTravelEntrtnmntPubOfclGrp/ManagementAndGeneralAmt01397
IRS990/PymtTravelEntrtnmntPubOfclGrp/ProgramServicesAmt012577
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt049246
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IRS990/PYOtherRevenueAmt01915
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IRS990/PYTotalProfFndrsngExpnsAmt057000
IRS990/PYTotalRevenueAmt06551209
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IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,656,761
Liabilities
$14,115,865
Net assets
$8,540,896
Revenue
$7,427,872
Expenses
$6,447,002
Net income
$980,870
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$60.2$43.0$17.2$12.9$13.3$0.41
2024Detailed filing. Detailed filing data is available for this year.$49.3$31.2$18.1$12.0$11.8$0.19
2023Detailed filing. Detailed filing data is available for this year.$45.5$29.6$15.9$10.7$10.5$0.13
2022Detailed filing. Detailed filing data is available for this year.$45.6$29.8$15.8$10.4$9.87$0.57
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$44.5$29.3$15.2$10.9$8.84$2.08
2020Detailed filing. Detailed filing data is available for this year.$44.0$30.9$13.1$9.93$9.19$0.74
2019Detailed filing. Detailed filing data is available for this year.$37.2$24.8$12.4$9.27$7.43$1.83
2018Detailed filing. Detailed filing data is available for this year.$25.8$15.2$10.5$9.28$7.27$2.01
2017Detailed filing. Detailed filing data is available for this year.$22.7$14.1$8.54$7.43$6.45$0.98
2016Detailed filing. Detailed filing data is available for this year.$14.8$7.25$7.56$6.55$6.19$0.37
2015Detailed filing. Detailed filing data is available for this year.$14.6$7.37$7.19$5.78$5.46$0.32
2014Detailed filing. Detailed filing data is available for this year.$10.3$3.34$6.94$5.17$5.15$0.02
2013Summary only. Only limited summary data is available for this year.$10.2$3.31$6.91$5.05$4.60$0.45
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.4$3.98$6.46$4.40
2011Summary only. Only limited summary data is available for this year.$10.4$4.27$6.14$4.14$4.01$0.12