Civic Intelligence

The Howard School

990 • Fiscal year 2021 • EIN 77-0541235

Aug 01, 2020 to Jul 31, 2021 • Filed on Nov 23, 2021

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

86th percentile

0.58x

Higher debt load relative to assets than 86% of similar nonprofits.

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

Liabilities / Revenue

84th percentile

0.72x

Higher debt load relative to revenue than 84% of similar nonprofits.

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

Net Margin

54th percentile

15%

Higher net margin than 54% of similar nonprofits.

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

Top Officer Pay

87th percentile

$167,299

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 11.4% of source-year revenue.

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

Asset Growth

86th percentile

50%

Faster asset growth than 86% of similar nonprofits.

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

Revenue Growth

61st percentile

24%

Faster revenue growth than 61% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$1,843,157

Up $617,589 (+50%) from 2020

Net Assets

Up

$781,428

Up $213,778 (+38%) from 2020

Liabilities

Up

$1,061,729

Up $403,811 (+61%) from 2020

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin54th percentile

Revenue

Up

$1,468,133

Up $280,889 (+24%) from 2020

Expenses

Up

$1,254,355

Up $72,481 (+6.1%) from 2020

Net Income

Up

$213,778

Up $208,408 (+3881%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth86th 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

2021

Assets$1,843,157
Liabilities$1,061,729
Net Assets$781,428
Open 2021 Filing

Operations Trend

Revenue Growth61st 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

2021

Revenue$1,468,133
Expenses$1,254,355
Net Income$213,778
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2020 to Jul 31, 2021
Signed
Nov 23, 2021
Return Version
2020v4.1
Gross Receipts
$1,489,346
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 84 students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,193,132$1,790,325▲ $597,193
Rtn Earn Endowment Incm Other Fnds$567,650$781,428▲ $213,778
Land, Buildings, and Equipment, Net$11,491$36,807▲ $25,316
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,225,568$1,843,157▲ $617,589
Other Assets Total$20,945$16,025▼ $4,920
Liabilities
Other Liabilities$657,918$1,061,729▲ $403,811
Total Liabilities$657,918$1,061,729▲ $403,811
Net Assets / Fund Balance
Total Net Assets Fund Balance$567,650$781,428▲ $213,778
Total Liabilities and Net Assets / Fund Balance$1,225,568$1,843,157▲ $617,589

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$31,716$11,771$43,487
Equipment$4,768$22,749$27,517
Other Land Buildings$323$10,392$10,715
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joel ReedHeadmasterFT$135,715$31,584$167,299

Board Members and Trustees

NameTitle
Stephanie ZimmermanPresident
Eric NeuronVice President
Anita BetancourtDirector
Bruce HansenDirector
Jack GriffinDirector
Jana RansomDirector
Jason RodriguezDirector
Kandie OvergaagDirector
Sarah HuskinsSecretary
Ida KaneTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$211,933
Program Service Revenue
$1,196,367
Investment Income
$1,057
Other Revenue
$58,776
All Other Contributions
$1,766
Change in Net Assets
$213,778
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$819,266
Other Expenses$254,323
Grants and Similar Amounts Paid$180,766
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$527,354$45,857-$573,211
Grants to Domestic Individuals$180,766--$180,766
Current Officers, Directors, Trustees, and Key Employees$69,607$69,607-$139,214
Occupancy$96,554$10,728-$107,282
Payroll Taxes$61,066$5,310-$66,376
Other Employee Benefits$23,963$16,502-$40,465
Fees for Services Accounting$17,021$17,021-$34,042
Insurance$15,102$1,678-$16,780
Fees for Services Legal$7,161$7,161-$14,322
Other Expenses$8,091$4,941-$8,091
Depreciation Depletion$6,577--$6,577
All Other Expenses$6,050$10-$6,060
Office Expenses-$4,882-$4,882
Advertising$4,277--$4,277
Fees for Services Other$810--$810
Total Functional Expenses$1,070,658$183,697$0$1,254,355
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$79,989
Fundraising Direct Expenses$21,213
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Parent Auxiliary$30,335$30,335-$30,335
Annual Auction$89,850$27,300$493$26,807
Total Events$142,539$79,989$21,213$58,776
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$712,667
Paycheck Protection Program Loan$157,618
Economic Injury Relief Loan$139,900
Prepaid Student Fees$48,750
Credit Card Payable$2,645
Health Savings Account$149
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
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
2021-11-23
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
24
Volunteers
130

Preparer

Firm
Nasif Hicks Harris & Co Llp
Address
104 WEST ANAPAMU ST STE B, SANTA BARBARA, CA 93101
Preparer
Jody Dolan Holehouse
Phone
8059661521
Raw XML AppendixShowing 400 of 502 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/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0OPERATION AND MAINTENANCE OF A PRIVATE SCHOOL FOR APPROX 84 STUDENTS.
IRS990/AdvertisingGrp/ProgramServicesAmt04277
IRS990/AdvertisingGrp/TotalAmt04277
IRS990/AllOtherContributionsAmt01766
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt010
IRS990/AllOtherExpensesGrp/ProgramServicesAmt06050
IRS990/AllOtherExpensesGrp/TotalAmt06060
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/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt01193132
IRS990/CashNonInterestBearingGrp/EOYAmt01790325
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt069607
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt069607
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0139214
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt062550
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0211933
IRS990/CYGrantsAndSimilarPaidAmt0180766
IRS990/CYInvestmentIncomeAmt01057
IRS990/CYOtherExpensesAmt0254323
IRS990/CYOtherRevenueAmt058776
IRS990/CYProgramServiceRevenueAmt01196367
IRS990/CYRevenuesLessExpensesAmt0213778
IRS990/CYSalariesCompEmpBnftPaidAmt0819266
IRS990/CYTotalExpensesAmt01254355
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01468133
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt06577
IRS990/DepreciationDepletionGrp/TotalAmt06577
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/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt024
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01070658
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt017021
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt017021
IRS990/FeesForServicesAccountingGrp/TotalAmt034042
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt07161
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt07161
IRS990/FeesForServicesLegalGrp/TotalAmt014322
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0810
IRS990/FeesForServicesOtherGrp/TotalAmt0810
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form1098CFiledInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form8899Filedind00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1040.00
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/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/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1031584
IRS990/Form990PartVIISectionAGrp/PersonNm0STEPHANIE ZIMMERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm1ERIC NEURON
IRS990/Form990PartVIISectionAGrp/PersonNm2SARAH HUSKINS
IRS990/Form990PartVIISectionAGrp/PersonNm3IDA KANE
IRS990/Form990PartVIISectionAGrp/PersonNm4ANITA BETANCOURT
IRS990/Form990PartVIISectionAGrp/PersonNm5BRUCE HANSEN
IRS990/Form990PartVIISectionAGrp/PersonNm6KANDIE OVERGAAG
IRS990/Form990PartVIISectionAGrp/PersonNm7JACK GRIFFIN
IRS990/Form990PartVIISectionAGrp/PersonNm8JANA RANSOM
IRS990/Form990PartVIISectionAGrp/PersonNm9JASON RODRIGUEZ
IRS990/Form990PartVIISectionAGrp/PersonNm10JOEL 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/ReportableCompFromOrgAmt10135715
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/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
IRS990/Form990PartVIISectionAGrp/TitleTxt10HEADMASTER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02000
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt062550
IRS990/FundraisingDirectExpensesAmt021213
IRS990/FundraisingGrossIncomeAmt079989
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GovernmentGrantsAmt0147617
IRS990/GrantAmt0180766
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0180766
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0180766
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01489346
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01678
IRS990/InsuranceGrp/ProgramServicesAmt015102
IRS990/InsuranceGrp/TotalAmt016780
IRS990/InvestmentIncomeGrp/ExclusionAmt01057
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01057
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt044912
IRS990/LandBldgEquipBasisNetGrp/BOYAmt011491
IRS990/LandBldgEquipBasisNetGrp/EOYAmt036807
IRS990/LandBldgEquipCostOrOtherBssAmt081719
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/NetAssetsOrFundBalancesBOYAmt0567650
IRS990/NetAssetsOrFundBalancesEOYAmt0781428
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt058776
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt058776
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt010728
IRS990/OccupancyGrp/ProgramServicesAmt096554
IRS990/OccupancyGrp/TotalAmt0107282
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04882
IRS990/OfficeExpensesGrp/TotalAmt04882
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt020945
IRS990/OtherAssetsTotalGrp/EOYAmt016025
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt016502
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt023963
IRS990/OtherEmployeeBenefitsGrp/TotalAmt040465
IRS990/OtherExpensesGrp/Desc0GENERAL BUILDING EXPENS
IRS990/OtherExpensesGrp/Desc1CLASSROOM SUPPLIES
IRS990/OtherExpensesGrp/Desc2OFFICE SUPPLIES
IRS990/OtherExpensesGrp/Desc3BOOKS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04941
IRS990/OtherExpensesGrp/ProgramServicesAmt026366
IRS990/OtherExpensesGrp/ProgramServicesAmt114952
IRS990/OtherExpensesGrp/ProgramServicesAmt24941
IRS990/OtherExpensesGrp/ProgramServicesAmt38091
IRS990/OtherExpensesGrp/TotalAmt026366
IRS990/OtherExpensesGrp/TotalAmt114952
IRS990/OtherExpensesGrp/TotalAmt29882
IRS990/OtherExpensesGrp/TotalAmt38091
IRS990/OtherLiabilitiesGrp/BOYAmt0657918
IRS990/OtherLiabilitiesGrp/EOYAmt01061729
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt045857
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0527354
IRS990/OtherSalariesAndWagesGrp/TotalAmt0573211
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05310
IRS990/PayrollTaxesGrp/ProgramServicesAmt061066
IRS990/PayrollTaxesGrp/TotalAmt066376
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JOEL REED
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/Desc0TUITION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01196367
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01196367
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt022916
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0151693
IRS990/PYInvestmentIncomeAmt01749
IRS990/PYOtherExpensesAmt0233566
IRS990/PYOtherRevenueAmt034375
IRS990/PYProgramServiceRevenueAmt01118204
IRS990/PYRevenuesLessExpensesAmt0-4630
IRS990/PYSalariesCompEmpBnftPaidAmt0796615
IRS990/PYTotalExpensesAmt01181874
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01177244
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0213778
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01196367
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0567650
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0781428
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/BuildingsGrp/BookValueAmt031716
IRS990ScheduleD/BuildingsGrp/DepreciationAmt011771
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt043487
IRS990ScheduleD/EquipmentGrp/BookValueAmt04768
IRS990ScheduleD/EquipmentGrp/DepreciationAmt022749
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt027517
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0323
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt010392
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt010715
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0712667
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt148750
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt22645
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3149
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt4139900
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt5157618
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PREPAID STUDENT TUITION
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PREPAID STUDENT FEES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2CREDIT CARD PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3HEALTH SAVINGS ACCOUNT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4ECONOMIC INJURY RELIEF LOAN
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc5PAYCHECK PROTECTION PROGRAM LOAN
IRS990ScheduleD/TotalBookValueLandBuildingsAmt036807
IRS990ScheduleD/TotalLiabilityAmt01061729
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/CharitableContributionsTotAmt062550
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt062550
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt021213
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ANNUAL AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0PARENT AUXILIARY
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt020720
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt020720
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt089850
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt030335
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt022354
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0142539
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt027300
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt030335
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt022354
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt079989
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt058776
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0493
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0493
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/CashGrantAmt0180766
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:
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0135715
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt031584
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JOEL REED
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0HEADMASTER

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,843,157
Liabilities
$1,061,729
Net assets
$781,428
Revenue
$1,468,133
Expenses
$1,254,355
Net income
$213,778
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
2021Detailed filing. Detailed filing data is available for this year.$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
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