Civic Intelligence

The Howard School

990 • Fiscal year 2018 • EIN 77-0541235

Aug 01, 2017 to Jul 31, 2018 • Filed on Dec 02, 2018

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

78th percentile

0.44x

Higher debt load relative to assets than 78% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

69th percentile

0.27x

Higher debt load relative to revenue than 69% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

71st percentile

13%

Higher net margin than 71% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

80th percentile

$135,362

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 10.2% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

87th percentile

31%

Faster asset growth than 87% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

68th percentile

14%

Faster revenue growth than 68% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$811,681

Up $193,563 (+31%) from 2017

Net Assets

Up

$454,107

Up $177,163 (+64%) from 2017

Liabilities

Up

$357,574

Up $16,400 (+4.8%) from 2017

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin71st percentile

Revenue

Up

$1,327,972

Up $162,275 (+14%) from 2017

Expenses

Up

$1,150,809

Up $134,990 (+13%) from 2017

Net Income

Up

$177,163

Up $27,285 (+18%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth87th 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

2018

Assets$811,681
Liabilities$357,574
Net Assets$454,107
Open 2018 Filing

Operations Trend

Revenue Growth68th 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

2018

Revenue$1,327,972
Expenses$1,150,809
Net Income$177,163
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2017 to Jul 31, 2018
Signed
Dec 2, 2018
Return Version
2017v2.3
Gross Receipts
$1,351,812
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 92 students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$598,682$785,175▲ $186,493
Rtn Earn Endowment Incm Other Fnds$276,944$454,107▲ $177,163
Land, Buildings, and Equipment, Net$4,531$3,394▼ $1,137
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$618,118$811,681▲ $193,563
Other Assets Total$14,905$23,112▲ $8,207
Liabilities
Other Liabilities$341,174$357,574▲ $16,400
Total Liabilities$341,174$357,574▲ $16,400
Net Assets / Fund Balance
Total Net Assets Fund Balance$276,944$454,107▲ $177,163
Total Liabilities and Net Assets / Fund Balance$618,118$811,681▲ $193,563

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$2,654$17,615$20,269
Buildings$0$11,594$11,594
Equipment$740$555$1,295
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joel ReedHeadmasterFT$115,863$19,499$135,362

Board Members and Trustees

NameTitle
Stephanie ZimmermanPresident
Eric NeuronVice President
Anita BetancourtDirector
Carla MagerDirector
Dan RuddDirector
Jeralyn EhlersDirector
Jody PesapaneDirector
Ken JurgensonDirector
Rori TrovatoDirector
Toyosi BalogunDirector
Sarah HuskinsSecretary
Ida KaneTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$33,503
Program Service Revenue
$1,195,398
Investment Income
$1,269
Other Revenue
$97,802
All Other Contributions
$3,182
Change in Net Assets
$177,163
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$744,415
Other Expenses$228,744
Grants and Similar Amounts Paid$177,650
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$486,948$42,343-$529,291
Grants to Domestic Individuals$177,650--$177,650
Current Officers, Directors, Trustees, and Key Employees$59,257$59,257-$118,514
Occupancy$92,385$10,265-$102,650
Payroll Taxes$57,928$5,037-$62,965
Other Employee Benefits$19,506$14,139-$33,645
Fees for Services Accounting$13,414$13,414-$26,828
Office Expenses-$20,268-$20,268
Insurance$17,432$1,937-$19,369
All Other Expenses$9,248--$9,248
Advertising$6,561--$6,561
Other Expenses$3,781$329-$4,110
Depreciation Depletion$1,137--$1,137
Fees for Services Other$316--$316
Total Functional Expenses$977,776$173,033$0$1,150,809
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$121,642
Fundraising Direct Expenses$23,840
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Auction$106,629$76,308$4,396$71,912
Parent Auxiliary$13,934$13,934$140$13,794
Total Events$151,963$121,642$23,840$97,802
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$317,783
Prepaid Student Fees$37,750
Credit Card Payable$1,594
Health Savings Account$447
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 11B

“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
EIN
77-0541235
Phone
8057301333
Address
1215 W MICHELTORENA STREET, SANTA BARBARA, CA 93101

Signing Officer

Name
Joel Reed
Title
Headmaster
Phone
8057458448
Signed
2018-12-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joel Reed
Formed
2000
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
23
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 475 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
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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.
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IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt097802
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt097802
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt010265
IRS990/OccupancyGrp/ProgramServicesAmt092385
IRS990/OccupancyGrp/TotalAmt0102650
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt020268
IRS990/OfficeExpensesGrp/TotalAmt020268
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt014905
IRS990/OtherAssetsTotalGrp/EOYAmt023112
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt014139
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt019506
IRS990/OtherEmployeeBenefitsGrp/TotalAmt033645
IRS990/OtherExpensesGrp/Desc0CLASSROOM SUPPLIES
IRS990/OtherExpensesGrp/Desc1OFFICE SUPPLIES
IRS990/OtherExpensesGrp/Desc2BOOKS
IRS990/OtherExpensesGrp/Desc3OUTSIDE STAFF EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06044
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1329
IRS990/OtherExpensesGrp/ProgramServicesAmt018529
IRS990/OtherExpensesGrp/ProgramServicesAmt16045
IRS990/OtherExpensesGrp/ProgramServicesAmt27639
IRS990/OtherExpensesGrp/ProgramServicesAmt33781
IRS990/OtherExpensesGrp/TotalAmt018529
IRS990/OtherExpensesGrp/TotalAmt112089
IRS990/OtherExpensesGrp/TotalAmt27639
IRS990/OtherExpensesGrp/TotalAmt34110
IRS990/OtherLiabilitiesGrp/BOYAmt0341174
IRS990/OtherLiabilitiesGrp/EOYAmt0357574
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt042343
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0486948
IRS990/OtherSalariesAndWagesGrp/TotalAmt0529291
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05037
IRS990/PayrollTaxesGrp/ProgramServicesAmt057928
IRS990/PayrollTaxesGrp/TotalAmt062965
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JOEL REED
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/Desc0TUITION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01195398
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01195398
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt054291
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0120978
IRS990/PYInvestmentIncomeAmt0509
IRS990/PYOtherExpensesAmt0223283
IRS990/PYOtherRevenueAmt086167
IRS990/PYProgramServiceRevenueAmt01024730
IRS990/PYRevenuesLessExpensesAmt0149878
IRS990/PYSalariesCompEmpBnftPaidAmt0671558
IRS990/PYTotalExpensesAmt01015819
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01165697
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0177163
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01195398
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0276944
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0454107
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt00
IRS990ScheduleD/BuildingsGrp/DepreciationAmt011594
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt011594
IRS990ScheduleD/EquipmentGrp/BookValueAmt0740
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0555
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01295
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt02654
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt017615
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt020269
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0317783
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt137750
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt21594
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3447
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PREPAID STUDENT TUITION
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PREPAID STUDENT FEES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2CREDIT CARD PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3HEALTH SAVINGS ACCOUNT
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03394
IRS990ScheduleD/TotalLiabilityAmt0357574
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/CharitableContributionsTotAmt030321
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt030321
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt023840
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ANNUAL AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0PARENT AUXILIARY
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt019304
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt019304
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0106629
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013934
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt031400
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0151963
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt076308
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt013934
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt031400
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0121642
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt097802
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04536
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04396
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0140
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/CashGrantAmt0177650
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0ASSISTANCE TO STUDENTS IN THE FORM OF FINANCIAL AID OR TUITION DISCOUNTS.
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt029
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 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0618118
IRS990/TotalAssetsEOYAmt0811681
IRS990/TotalAssetsGrp/BOYAmt0618118

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$811,681
Liabilities
$357,574
Net assets
$454,107
Revenue
$1,327,972
Expenses
$1,150,809
Net income
$177,163
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
2018Detailed filing. Detailed filing data is available for this year.$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
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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