Civic Intelligence

The Howard School

990 • Fiscal year 2015 • EIN 77-0541235

Aug 01, 2014 to Jul 31, 2015 • Filed on Oct 30, 2015

Organization ProfileTHEHOWARDSCHOOL.ORG
1215 W Micheltorena StreetSanta Barbara, CA 93101

(805) 730-1333

Siviq Scores

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

Liabilities / Assets

90th percentile

0.82x

Higher debt load relative to assets than 90% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

76th percentile

0.26x

Higher debt load relative to revenue than 76% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

31st percentile

-3.2%

Higher net margin than 31% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

91st percentile

$120,418

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 13.4% of source-year revenue.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

16th percentile

-11%

Faster asset growth than 16% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

19th percentile

-16%

Faster revenue growth than 19% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets90th percentile

Assets

Down

$288,831

Down $34,236 (-11%) from 2014

Net Assets

Down

$51,419

Down $28,946 (-36%) from 2014

Liabilities

Down

$237,412

Down $5,290 (-2.2%) from 2014

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin31st percentile

Revenue

Down

$900,364

Down $174,746 (-16%) from 2014

Expenses

Down

$929,310

Down $134,291 (-13%) from 2014

Net Income

Down

-$28,946

Down $40,455 (-352%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $160,304Liabilities 2010: $64,335Net Assets 2010: $95,9692010Assets 2011: $229,048Liabilities 2011: $160,896Net Assets 2011: $68,1522011Assets 2012: $180,249Liabilities 2012: $130,731Net Assets 2012: $49,5182012Assets 2013: $386,541Liabilities 2013: $317,685Net Assets 2013: $68,8562013Assets 2014: $323,067Liabilities 2014: $242,702Net Assets 2014: $80,3652014Assets 2015: $288,831Liabilities 2015: $237,412Net Assets 2015: $51,4192015Assets 2016: $440,804Liabilities 2016: $313,738Net Assets 2016: $127,0662016Assets 2017: $618,118Liabilities 2017: $341,174Net Assets 2017: $276,9442017Assets 2018: $811,681Liabilities 2018: $357,574Net Assets 2018: $454,1072018Assets 2019: $976,926Liabilities 2019: $414,646Net Assets 2019: $562,2802019Assets 2020: $1,225,568Liabilities 2020: $657,918Net Assets 2020: $567,6502020Assets 2021: $1,843,157Liabilities 2021: $1,061,729Net Assets 2021: $781,4282021Assets 2022: $2,282,381Liabilities 2022: $943,861Net Assets 2022: $1,338,5202022Assets 2023: $2,532,640Liabilities 2023: $848,944Net Assets 2023: $1,683,6962023Assets 2024: $2,394,656Liabilities 2024: $735,069Net Assets 2024: $1,659,5872024Assets 2025: $2,274,499Liabilities 2025: $786,163Net Assets 2025: $1,488,3362025

Highlighted filing

2015

Assets$288,831
Liabilities$237,412
Net Assets$51,419
Open 2015 Filing

Operations Trend

Revenue Growth19th percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $852,0872010Revenue 2011: $862,007Expenses 2011: $889,824Net Income 2011: -$27,8172011Expenses 2012: $983,5992012Expenses 2013: $1,008,6182013Revenue 2014: $1,075,110Expenses 2014: $1,063,601Net Income 2014: $11,5092014Revenue 2015: $900,364Expenses 2015: $929,310Net Income 2015: -$28,9462015Revenue 2016: $1,021,229Expenses 2016: $945,582Net Income 2016: $75,6472016Revenue 2017: $1,165,697Expenses 2017: $1,015,819Net Income 2017: $149,8782017Revenue 2018: $1,327,972Expenses 2018: $1,150,809Net Income 2018: $177,1632018Revenue 2019: $1,362,684Expenses 2019: $1,254,511Net Income 2019: $108,1732019Revenue 2020: $1,187,244Expenses 2020: $1,181,874Net Income 2020: $5,3702020Revenue 2021: $1,468,133Expenses 2021: $1,254,355Net Income 2021: $213,7782021Revenue 2022: $1,989,674Expenses 2022: $1,432,582Net Income 2022: $557,0922022Revenue 2023: $1,914,087Expenses 2023: $1,568,911Net Income 2023: $345,1762023Revenue 2024: $1,615,122Expenses 2024: $1,639,231Net Income 2024: -$24,1092024Revenue 2025: $1,379,785Expenses 2025: $1,551,036Net Income 2025: -$171,2512025

Highlighted filing

2015

Revenue$900,364
Expenses$929,310
Net Income-$28,946
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2014 to Jul 31, 2015
Signed
Oct 30, 2015
Return Version
2014v5.0
Gross Receipts
$924,324
Mission and Program Overview

Mission

To provide preschool through 8th grade students with a carden curriculum education in santa barbara county. Our goal is to promote the growth of the whole child including emotional and physical development coupled with the pursuit of academic excellence. Small class sizes allow teachers to work closely with each child to develop strengths and target areas of weakness.the school encourages parents, grandparents and family members to participate in a variety of volunteer programs. Students appreciate their families' valuable contributions to the school community.

Operation and maintenance of a private school for approx 71 students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$253,644$256,459▲ $2,815
Rtn Earn Endowment Incm Other Fnds$80,365$51,419▼ $28,946
Savings and Temporary Cash Investments$20,342--
Accounts Receivable$12,159$12,159→ $0
Land, Buildings, and Equipment, Net$8,697$5,332▼ $3,365
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$323,067$288,831▼ $34,236
Other Assets Total$28,225$14,881▼ $13,344
Liabilities
Other Liabilities$242,702$237,412▼ $5,290
Total Liabilities$242,702$237,412▼ $5,290
Net Assets / Fund Balance
Total Net Assets Fund Balance$80,365$51,419▼ $28,946
Total Liabilities and Net Assets / Fund Balance$323,067$288,831▼ $34,236

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$5,332$23,774$29,106
Other Assets Org$9,595--
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joel ReedHeadmasterFT$104,812$15,606$120,418

Board Members and Trustees

NameTitle
Carla MagerPresident
Annalisa McgeeDirector
Beth BaileyDirector
Dan RuddDirector
David MarshallDirector
Ida KaneDirector
Jackie BlackwellDirector
Jeralyn EhlersDirector
Philip CastigliaDirector
Stephanie ZimmermanDirector
Toyosi BalogunDirector
Sarah HuskinsSecretary
Ken JurgensenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$32,682
Program Service Revenue
$808,421
Investment Income
$117
Other Revenue
$59,144
All Other Contributions
$2,579
Change in Net Assets
$-28,946
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$561,125
Other Expenses$208,942
Grants and Similar Amounts Paid$159,243
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$350,458$30,475-$380,933
Grants to Domestic Individuals$159,243--$159,243
Current Officers, Directors, Trustees, and Key Employees$52,091$52,091-$104,182
Occupancy$84,330$9,370-$93,700
Payroll Taxes$42,931$3,733-$46,664
Other Employee Benefits$18,102$11,244-$29,346
Fees for Services Accounting$13,202$13,202-$26,404
Insurance$20,552$2,284-$22,836
Advertising$19,001--$19,001
Office Expenses-$14,652-$14,652
Depreciation Depletion$3,365--$3,365
Fees for Services Other$583--$583
Other Expenses$333--$333
Total Functional Expenses$792,259$137,051$0$929,310
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$81,304
Fundraising Direct Expenses$23,960
Gaming Gross Income$1,800
Gaming Direct Expenses$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Auction$80,191$50,088$12,192$37,896
Parent Auxiliary$9,088$9,088-$9,088
Total Events$111,407$81,304$23,960$57,344
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Prepaid Student Tuition$210,951
Prepaid Student Fees$26,250
Health Savings Account$149
Credit Card Payable$62
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The form 990 is reviewed and signed by the headmaster, and it was provided to all board members before it was filed.”

Form 990, Part VI, Section B, Line 12

“Part vi, section b policies, questions 12c,13 and 14 the organization is preparing policies for conflicts of interest, whistleblowing, and document retention and destruction.”

Form 990, Part VI, Section B, Line 15

“Determining compensation for executive management is done by an independent review by the board of directors. The review includes use of comparability data for similarly qualified persons in functionally comparable positions at similarly situated organizations. Approved compensation is budgeted and contemporaneous documentation regarding the deliberations and decisions regarding the compensation arrangement are memorialized in the minutes.”

Form 990, Part VI, Section C, Line 18

“The organization makes its form 1023 and form 990 available to the public upon request.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
The Howard School Co Jenny Marshall
EIN
77-0541235
Phone
8057301333
Address
1215 W MICHELTORENA STREET, SANTA BARBARA, CA 93101

Signing Officer

Name
Joel Reed
Title
Headmaster
Phone
8057458448
Signed
2015-10-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joel Reed
Formed
2000
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
24
Volunteers
130

Preparer

Firm
Nasif Hicks Harris & Co Llp
Address
104 WEST ANAPAMU STREET SUITE B, SANTA BARBARA, CA 93101
Preparer
Jody Dolan Holehouse
Phone
8059661521
Raw XML AppendixShowing 400 of 481 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/AccountantCompileOrReviewInd00
IRS990/AccountsReceivableGrp/BOYAmt012159
IRS990/AccountsReceivableGrp/EOYAmt012159
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0OPERATION AND MAINTENANCE OF A PRIVATE SCHOOL FOR APPROX 71 STUDENTS.
IRS990/AdvertisingGrp/ProgramServicesAmt019001
IRS990/AdvertisingGrp/TotalAmt019001
IRS990/AllOtherContributionsAmt02579
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/PersonNm0JENNY MARSHALL
IRS990/BooksInCareOfDetail/PhoneNum08059653520
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01215 W MICHELTORENA STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0SANTA BARBARA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd093101
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0253644
IRS990/CashNonInterestBearingGrp/EOYAmt0256459
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt052091
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt052091
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0104182
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt030103
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt032682
IRS990/CYGrantsAndSimilarPaidAmt0159243
IRS990/CYInvestmentIncomeAmt0117
IRS990/CYOtherExpensesAmt0208942
IRS990/CYOtherRevenueAmt059144
IRS990/CYProgramServiceRevenueAmt0808421
IRS990/CYRevenuesLessExpensesAmt0-28946
IRS990/CYSalariesCompEmpBnftPaidAmt0561125
IRS990/CYTotalExpensesAmt0929310
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0900364
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt03365
IRS990/DepreciationDepletionGrp/TotalAmt03365
IRS990/Desc0TO PROVIDE PRESCHOOL THROUGH 8TH GRADE STUDENTS WITH A CARDEN CURRICULUM EDUCATION IN SANTA BARBARA COUNTY.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt024
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0792259
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt013202
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt013202
IRS990/FeesForServicesAccountingGrp/TotalAmt026404
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0583
IRS990/FeesForServicesOtherGrp/TotalAmt0583
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form1098CFiledInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form8899Filedind00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1340.00
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/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
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/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1315606
IRS990/Form990PartVIISectionAGrp/PersonNm0SARAH HUSKINS
IRS990/Form990PartVIISectionAGrp/PersonNm1BETH BAILEY
IRS990/Form990PartVIISectionAGrp/PersonNm2TOYOSI BALOGUN
IRS990/Form990PartVIISectionAGrp/PersonNm3JACKIE BLACKWELL
IRS990/Form990PartVIISectionAGrp/PersonNm4KEN JURGENSEN
IRS990/Form990PartVIISectionAGrp/PersonNm5PHILIP CASTIGLIA
IRS990/Form990PartVIISectionAGrp/PersonNm6CARLA MAGER
IRS990/Form990PartVIISectionAGrp/PersonNm7JERALYN EHLERS
IRS990/Form990PartVIISectionAGrp/PersonNm8IDA KANE
IRS990/Form990PartVIISectionAGrp/PersonNm9DAVID MARSHALL
IRS990/Form990PartVIISectionAGrp/PersonNm10ANNALISA MCGEE
IRS990/Form990PartVIISectionAGrp/PersonNm11DAN RUDD
IRS990/Form990PartVIISectionAGrp/PersonNm12STEPHANIE ZIMMERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm13JOEL REED
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13104812
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/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13HEADMASTER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02000
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt030103
IRS990/FundraisingDirectExpensesAmt023960
IRS990/FundraisingGrossIncomeAmt081304
IRS990/GamingActivitiesInd00
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt01800
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantAmt0159243
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0159243
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0159243
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0924324
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt02284
IRS990/InsuranceGrp/ProgramServicesAmt020552
IRS990/InsuranceGrp/TotalAmt022836
IRS990/InvestmentIncomeGrp/ExclusionAmt0117
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0117
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt023774
IRS990/LandBldgEquipBasisNetGrp/BOYAmt08697
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05332
IRS990/LandBldgEquipCostOrOtherBssAmt029106
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE PRESCHOOL THROUGH 8TH GRADE STUDENTS WITH A CARDEN CURRICULUM EDUCATION IN SANTA BARBARA COUNTY. OUR GOAL IS TO PROMOTE THE GROWTH OF THE WHOLE CHILD INCLUDING EMOTIONAL AND PHYSICAL DEVELOPMENT COUPLED WITH THE PURSUIT OF ACADEMIC EXCELLENCE. SMALL CLASS SIZES ALLOW TEACHERS TO WORK CLOSELY WITH EACH CHILD TO DEVELOP STRENGTHS AND TARGET AREAS OF WEAKNESS.THE SCHOOL ENCOURAGES PARENTS, GRANDPARENTS AND FAMILY MEMBERS TO PARTICIPATE IN A VARIETY OF VOLUNTEER PROGRAMS. STUDENTS APPRECIATE THEIR FAMILIES' VALUABLE CONTRIBUTIONS TO THE SCHOOL COMMUNITY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt080365
IRS990/NetAssetsOrFundBalancesEOYAmt051419
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt057344
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt057344
IRS990/NetIncomeFromGamingGrp/ExclusionAmt01800
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt01800
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt09370
IRS990/OccupancyGrp/ProgramServicesAmt084330
IRS990/OccupancyGrp/TotalAmt093700
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt014652
IRS990/OfficeExpensesGrp/TotalAmt014652
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt028225
IRS990/OtherAssetsTotalGrp/EOYAmt014881
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt011244
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt018102
IRS990/OtherEmployeeBenefitsGrp/TotalAmt029346
IRS990/OtherExpensesGrp/Desc0SCHOOL PROGRAM SUPPLIES
IRS990/OtherExpensesGrp/Desc1SCHOOL BOOKS
IRS990/OtherExpensesGrp/Desc2TEACHING MATERIALS
IRS990/OtherExpensesGrp/ProgramServicesAmt020755
IRS990/OtherExpensesGrp/ProgramServicesAmt17313
IRS990/OtherExpensesGrp/ProgramServicesAmt2333
IRS990/OtherExpensesGrp/TotalAmt020755
IRS990/OtherExpensesGrp/TotalAmt17313
IRS990/OtherExpensesGrp/TotalAmt2333
IRS990/OtherLiabilitiesGrp/BOYAmt0242702
IRS990/OtherLiabilitiesGrp/EOYAmt0237412
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt030475
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0350458
IRS990/OtherSalariesAndWagesGrp/TotalAmt0380933
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03733
IRS990/PayrollTaxesGrp/ProgramServicesAmt042931
IRS990/PayrollTaxesGrp/TotalAmt046664
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JOEL REED
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/Desc0TUITION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0808421
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0808421
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt044916
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0181229
IRS990/PYInvestmentIncomeAmt0130
IRS990/PYOtherExpensesAmt0241469
IRS990/PYOtherRevenueAmt071120
IRS990/PYProgramServiceRevenueAmt0958944
IRS990/PYRevenuesLessExpensesAmt011509
IRS990/PYSalariesCompEmpBnftPaidAmt0640903
IRS990/PYTotalExpensesAmt01063601
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01075110
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-28946
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0808421
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt080365
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt051419
IRS990/SavingsAndTempCashInvstGrp/BOYAmt020342
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/ScheduleBRequiredInd01
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt04000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt11286
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt29595
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0RENT DEPOSIT
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1FACTS FEES PREPAID
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2SITE DEVELOPMENT
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt05332
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt023774
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt029106
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0210951
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt126250
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt262
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3149
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PREPAID STUDENT TUITION
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PREPAID STUDENT FEES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2CREDIT CARD PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3HEALTH SAVINGS ACCOUNT
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05332
IRS990ScheduleD/TotalBookValueOtherAssetsAmt014881
IRS990ScheduleD/TotalLiabilityAmt0237412
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0NONDISCRIMINATORY POLICY AS TO STUDENTS: THE HOWARD CARDEN SCHOOL ADMITS STUDENTS OF ANY RACE, COLOR, NATIONAL OR ETHNIC ORIGIN.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt030103
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt030103
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt023960
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ANNUAL AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0PARENT AUXILIARY
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt011768
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt011768
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt080191
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09088
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt022128
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0111407
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt050088
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09088
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt022128
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt081304
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt057344
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt012192
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt012192
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/IndividualWithBooksNm0JENNY MARSHALL
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine1Txt01215 W MICHELTORENA ST
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm0SANTA BARBARA
IRS990ScheduleG/PersonsWithBooksUSAddress/StateAbbreviationCd0CA
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCd093101
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0159243
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0ASSISTANCE TO STUDENTS IN THE FORM OF FINANCIAL AID OR TUITION DISCOUNTS.
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt014
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS ARE MADE ONLY TO ELIGIBLE STUDENTS WHO ATTEND THE SCHOOL. ASSISTANCE TO STUDENTS IN THE FORM OF FINANCIAL AID OR TUITION DISCOUNTS IS APPROVED BY THE DIRECTOR OF THE SCHOOL AND REVIEWED ANNUALLY FOR BUDGETARY ANALYSIS BY THE BOARD OF DIRECTORS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED AND SIGNED BY THE HEADMASTER, AND IT WAS PROVIDED TO ALL BOARD MEMBERS BEFORE IT WAS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PART VI, SECTION B POLICIES, QUESTIONS 12C,13 AND 14 THE ORGANIZATION IS PREPARING POLICIES FOR CONFLICTS OF INTEREST, WHISTLEBLOWING, AND DOCUMENT RETENTION AND DESTRUCTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DETERMINING COMPENSATION FOR EXECUTIVE MANAGEMENT IS DONE BY AN INDEPENDENT REVIEW BY THE BOARD OF DIRECTORS. THE REVIEW INCLUDES USE OF COMPARABILITY DATA FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. APPROVED COMPENSATION IS BUDGETED AND CONTEMPORANEOUS DOCUMENTATION REGARDING THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT ARE MEMORIALIZED IN THE MINUTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS FORM 1023 AND FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$288,831
Liabilities
$237,412
Net assets
$51,419
Revenue
$900,364
Expenses
$929,310
Net income
-$28,946
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.27$0.79$1.49$1.38$1.55$0.17
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.39$0.74$1.66$1.62$1.64$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.53$0.85$1.68$1.91$1.57$0.35
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.28$0.94$1.34$1.99$1.43$0.56
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.84$1.06$0.78$1.47$1.25$0.21
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.66$0.57$1.19$1.18$0.01
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.98$0.41$0.56$1.36$1.25$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.81$0.36$0.45$1.33$1.15$0.18
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.62$0.34$0.28$1.17$1.02$0.15
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.44$0.31$0.13$1.02$0.95$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.29$0.24$0.05$0.90$0.93$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.32$0.24$0.08$1.08$1.06$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.39$0.32$0.07$1.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.18$0.13$0.05$0.98
2011Summary only. Only limited summary data is available for this year.$0.23$0.16$0.07$0.86$0.89$0.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.06$0.10$0.85