Civic Intelligence

The Branson School

990 • Fiscal year 2014 • EIN 94-0338330

Jul 01, 2013 to Jun 30, 2014 • Filed on May 15, 2015

PO Box 88794957

(415) 454-3612

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.44x

Higher debt load relative to assets than 62% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Liabilities / Revenue

81st percentile

1.73x

Higher debt load relative to revenue than 81% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Net Margin

58th percentile

6.5%

Higher net margin than 58% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

54th percentile

6.1%

Faster asset growth than 54% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Assets

Up

$73,540,032

Up $4,195,676 (+6.1%) from 2013

Net Assets

Up

$40,991,654

Up $4,316,016 (+12%) from 2013

Liabilities

Down

$32,548,378

Down $120,340 (-0.4%) from 2013

Revenue

$18,865,850

No earlier filing loaded for comparison.

Expenses

Up

$17,638,586

Up $266,713 (+1.5%) from 2013

Net Income

$1,227,264

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$100M$50M$0Assets 2010: $66,016,639Liabilities 2010: $33,229,705Net Assets 2010: $32,786,9342010Assets 2011: $69,324,212Liabilities 2011: $32,445,264Net Assets 2011: $36,878,9482011Assets 2012: $67,978,253Liabilities 2012: $33,922,865Net Assets 2012: $34,055,3882012Assets 2013: $69,344,356Liabilities 2013: $32,668,718Net Assets 2013: $36,675,6382013Assets 2014: $73,540,032Liabilities 2014: $32,548,378Net Assets 2014: $40,991,6542014Assets 2015: $71,998,569Liabilities 2015: $32,907,462Net Assets 2015: $39,091,1072015Assets 2016: $70,511,593Liabilities 2016: $32,440,035Net Assets 2016: $38,071,5582016Assets 2017: $73,380,321Liabilities 2017: $32,170,391Net Assets 2017: $41,209,9302017Assets 2018: $74,734,428Liabilities 2018: $31,471,653Net Assets 2018: $43,262,7752018Assets 2019: $75,804,004Liabilities 2019: $33,065,494Net Assets 2019: $42,738,5102019Assets 2020: $76,168,406Liabilities 2020: $34,274,256Net Assets 2020: $41,894,1502020Assets 2021: $85,495,274Liabilities 2021: $36,730,626Net Assets 2021: $48,764,6482021Assets 2022: $77,234,080Liabilities 2022: $38,375,054Net Assets 2022: $38,859,0262022Assets 2023: $77,162,432Liabilities 2023: $37,205,776Net Assets 2023: $39,956,6562023

Highlighted filing

2014

Assets$73,540,032
Liabilities$32,548,378
Net Assets$40,991,654

Operations Trend

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

$30M$20M$10M$0-$10MExpenses 2010: $14,099,4432010Expenses 2011: $16,449,4302011Expenses 2012: $16,707,5822012Expenses 2013: $17,371,8732013Revenue 2014: $18,865,850Expenses 2014: $17,638,586Net Income 2014: $1,227,2642014Revenue 2015: $18,432,721Expenses 2015: $19,543,819Net Income 2015: -$1,111,0982015Revenue 2016: $18,559,027Expenses 2016: $18,753,967Net Income 2016: -$194,9402016Revenue 2017: $18,647,142Expenses 2017: $19,922,129Net Income 2017: -$1,274,9872017Revenue 2018: $21,668,373Expenses 2018: $19,928,788Net Income 2018: $1,739,5852018Revenue 2019: $22,620,790Expenses 2019: $22,443,893Net Income 2019: $176,8972019Revenue 2020: $22,274,737Expenses 2020: $21,023,794Net Income 2020: $1,250,9432020Revenue 2021: $25,945,124Expenses 2021: $24,663,890Net Income 2021: $1,281,2342021Revenue 2022: $29,518,010Expenses 2022: $26,236,764Net Income 2022: $3,281,2462022Revenue 2023: $25,923,511Expenses 2023: $28,114,400Net Income 2023: -$2,190,8892023

Highlighted filing

2014

Revenue$18,865,850
Expenses$17,638,586
Net Income$1,227,264
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 15, 2015
Return Version
2013v4.0
Gross Receipts
$18,882,409
Mission and Program Overview

Mission

To provide an academically exceptional education to students grade 9 through 12 in a warm, supportive, and nurturing environment.

To provide a quality education to students grades 9 through 12.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$32,327,816$36,957,411▲ $4,629,595
Land, Buildings, and Equipment, Net$23,771,598$22,918,609▼ $852,989
Savings and Temporary Cash Investments$8,723,773$9,297,820▲ $574,047
Investments Other Securities$2,994,395$3,093,729▲ $99,334
Accounts Receivable$179,216$141,683▼ $37,533
Prepaid Expenses and Deferred Charges$160,874$130,356▼ $30,518
Pledges and Grants Receivable$114,200$109,199▼ $5,001
Cash and Non-Interest-Bearing Accounts$102,305$1,815▼ $100,490
Total Assets$69,344,356$73,540,032▲ $4,195,676
Other Assets Total$970,179$889,410▼ $80,769
Liabilities
Tax Exempt Bond Liabilities$22,500,000$22,400,000▼ $100,000
Deferred Revenue$6,588,381$6,621,939▲ $33,558
Other Liabilities$2,792,536$2,554,578▼ $237,958
Accounts Payable and Accrued Expenses$787,801$971,861▲ $184,060
Total Liabilities$32,668,718$32,548,378▼ $120,340
Net Assets / Fund Balance
Temporarily Rstr Net Assets$19,585,609$23,902,324▲ $4,316,715
Permanently Rstr Net Assets$14,504,297$14,659,578▲ $155,281
Unrestricted Net Assets$2,585,732$2,429,752▼ $155,980
Total Net Assets Fund Balance$36,675,638$40,991,654▲ $4,316,016
Total Liabilities and Net Assets / Fund Balance$69,344,356$73,540,032▲ $4,195,676

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$20,558,326$14,058,911$34,617,237
Equipment$777,838$2,993,173$3,771,011
Land$1,333,389-$1,333,389
Other Land Buildings$249,056-$249,056

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$19,412,704$217,781▲ $3,394,771$719,517$22,305,739
2012$17,955,276$56,585▲ $2,077,834$676,991$19,412,704
2011$17,626,932$1,213,410▼ $276,358$608,708$17,955,276
2010$14,140,987$515,935▲ $3,246,394$276,384$17,626,932
2009$12,422,889$1,416,887▲ $1,454,378$1,153,167$14,140,987
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Thomas W PriceHead of SchoolFT$375,152$177,360$552,512
Philip GutierrezAdvancement & External AffFT$145,162$37,982$183,144
Richard MclaughlinBusiness ManagerFT$122,830$52,290$175,120
Karen WhitakerAcademic DeanFT$143,651$22,046$165,697
Annie TsangDirector of AdmissionFT$137,974$22,463$160,437
Jeffrey SymondsEnglish Teacher & Director of PetlFT$124,970$32,102$157,072
Dennis ShannonHistory TeacherFT$127,840$21,611$149,451

Board Members and Trustees

NameTitle
David GoldenTrustee-board Chair
Avid ModjtabaiTrustee
Bruce RaabeTrustee
Damon KerbyTrustee
Darla FlanaganTrustee
David LiuTrustee
Dr Kevin LouieTrustee
Greg SwartTrustee
James BurnesTrustee
Julie FlynnTrustee
Kareem WeaverTrustee
Kate DuhamelTrustee
Lauren LammTrustee
Liebe PattersonTrustee
Marlene BatesTrustee
Michelle DouglasTrustee
P Joseph GrassoTrustee
Pam HamamotoTrustee
Semi SalmiTrustee
Stacey CaseTrustee
Amy RossTrustee-secretary
Seth FergusonTrustee-treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Cyo TransportationTransportation Services-$205,996
Marin It INCIt Services-$114,238
Peak Building ServiceCustodial Services-$107,974
Revenue and Support

Revenue Composition

Contributions and Grants
$2,902,954
Program Service Revenue
$13,177,597
Investment Income
$2,655,087
Other Revenue
$130,212
All Other Contributions
$2,236,965
Change in Net Assets
$1,227,264

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded18$351,270Fair Market Value
Total Noncash Contributions18$351,270-

Audited Revenue Reconciliation

Revenue per Audited Statements
$18,665,798
Revenue Not Reported on Financial Statements
$200,052
Revenue Not Reported on Form 990
$1,207,983
Other Revenue Adjustments
$200,052
Total Revenue per Audited Statements
$19,873,781
Total Revenue per Form 990
$18,865,850
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$9,170,576
Other Expenses$6,433,757
Grants and Similar Amounts Paid$2,034,253
Total Fundraising Expense$945,744
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,856,315$1,283,245$533,614$6,673,174
Grants to Domestic Individuals$2,034,253--$2,034,253
Occupancy$814,140$404,107-$1,218,247
Depreciation Depletion$810,184$320,714-$1,130,898
Interest$862,216$95,802-$958,018
Fees for Services Other$676,333$220,640$57,496$954,469
Other Employee Benefits$642,513$209,818$63,480$915,811
Current Officers, Directors, Trustees, and Key Employees$126,274$426,842$126,274$679,390
Payroll Taxes$387,222$87,251$37,503$511,976
Pension Plan Contributions$275,899$77,129$37,197$390,225
Office Expenses$271,790$55,678$7,073$334,541
Information Technology$249,667$62,417-$312,084
Conferences and Meetings$111,841$60,222$4,811$176,874
Travel$45,035$24,249$14,245$83,529
Insurance-$61,386-$61,386
Advertising-$6,194$40,868$47,062
Fees for Services Accounting-$43,132-$43,132
Fees for Services Legal-$28,569-$28,569
Other Expenses$77,844$24,338$23,183$24,338
Total Functional Expenses$13,002,569$3,690,273$945,744$17,638,586

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$17,638,586
Total Expenses per Audited Statements$15,757,817
Expenses per Audited Statements$15,604,333
Expenses Not Reported on Financial Statements$2,034,253
Other Expense Adjustments$2,034,253
Expenses Not Reported on Form 990$153,484
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$98,212
Fundraising Gross Income$92,986
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$758,975$92,986$35,825$57,161
Total Events$758,975$92,986$98,212$-5,226
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Interest Rate Swap$2,554,578

Bond Issues

BondIssuerIssuedIssue PricePurpose
A94-31301232008-08-01$22,500,000Construction & acquisition of educational facilities

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$23,008,990--$353,203

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
Yes
Exception to rebate
No
Corrective action procedures
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
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 entire governing board was provided a copy of form 990 prior to filing that included all schedules.

Form 990, Part VI, Section B, Line 12C

Each board member is asked to sign the conflict of interest policy at the start of each school year. The disclosure statements are returned to the secretary of the board of trustees and any issues are discussed at the board level.

Form 990, Part VI, Section B, Line 15

The head of school's compensation package is determined exclusively by the board of trustees. A compensation committee of the board of trustees reviews form 990s filed by comparable schools. A written employment contract is signed by the board president and the head of school. The head of school is responsible for determining compensation and benefits for key employees of the school. A survey of compensation and benefits conducted by isboa, and organization of schools in the bay area, is used as a benchmark.

Form 990, Part VI, Section C, Line 19

Pursuant to the applicable treasury regulations, copies of the three most recently filed forms 990 and 990-t and the organization's exemption application are available upon request. Any documents not legally required to be disclosed, may be disclosed by the school on a case-by-case basis.

Filing and Contact Details

Filer

EIN
94-0338330
Phone
4154543612

Signing Officer

Name
Rick Mclaughlin
Title
Business Manager
Phone
4154543612
Signed
2015-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Damon Kerby
Formed
1926
Legal Domicile
CA
Voting Board Members
22
Independent Board Members
22
Employees
150
Volunteers
75

Preparer

Preparer
Lynn Henley
Phone
9257902600
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

Form 990, part xii, line 2c: the process has not changed from prior year.

Financial Statement Notes

PART V, LINE 4:

The branson school endowment funds are primarily used to support the general operations of the school, including financial aid support.

PART X, LINE 2:

The school has evaluated its current tax positions and has concluded that as of june 30, 2014, the school does not have any significant uncertain tax positions for which a reserve would be necessary.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Special event expenses included in revenue 98,212. Rental expenses included in revenue 55,272. Gain on interest rate swaps included in revenue 237,958. Tuition assistance/scholarships -2,034,253.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Capital campaign revenue 200,052.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Special event expenses included in revenue 98,212. Rental expenses included in revenue 55,272.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Tuition assistance/scholarships 2,034,253.

Raw XML AppendixShowing 400 of 900 raw XML fields

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IRS990/Desc0THE BRANSON SCHOOL MAINTAINS AND CONDUCTS A SECONDARY SCHOOL FOR GIRLS AND BOYS IN WHICH THEY ARE PROVIDED WITH SUCH INSTRUCTION AND EDUCATION THAT SHALL BE ADEQUATE FOR THE PREPARATION OF STUDENTS FOR ADMISSION TO UNIVERSITIES AND COLLEGES OF THE HIGHEST ATTAINMENT. THE BRANSON SCHOOL ENCOURAGES STUDENTS TO THINK CRITICALLY, COMMUNICATE CLEARLY, DEVELOP THEIR INDIVIDUAL TALENTS AND INTERESTS, AND PURSUE A LIFE-LONG PASSION FOR LEARNING.
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd21X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
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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/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt22113401
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2332020
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2437856
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2521780
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2622378
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2739641
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2821611
IRS990/Form990PartVIISectionAGrp/PersonNm0DAVID GOLDEN
IRS990/Form990PartVIISectionAGrp/PersonNm1SETH FERGUSON
IRS990/Form990PartVIISectionAGrp/PersonNm2AMY ROSS
IRS990/Form990PartVIISectionAGrp/PersonNm3MARLENE BATES
IRS990/Form990PartVIISectionAGrp/PersonNm4JAMES BURNES
IRS990/Form990PartVIISectionAGrp/PersonNm5STACEY CASE
IRS990/Form990PartVIISectionAGrp/PersonNm6MICHELLE DOUGLAS
IRS990/Form990PartVIISectionAGrp/PersonNm7KATE DUHAMEL
IRS990/Form990PartVIISectionAGrp/PersonNm8DARLA FLANAGAN
IRS990/Form990PartVIISectionAGrp/PersonNm9JULIE FLYNN
IRS990/Form990PartVIISectionAGrp/PersonNm10P JOSEPH GRASSO
IRS990/Form990PartVIISectionAGrp/PersonNm11PAM HAMAMOTO
IRS990/Form990PartVIISectionAGrp/PersonNm12DAMON KERBY
IRS990/Form990PartVIISectionAGrp/PersonNm13LAUREN LAMM
IRS990/Form990PartVIISectionAGrp/PersonNm14DAVID LIU
IRS990/Form990PartVIISectionAGrp/PersonNm15DR KEVIN LOUIE
IRS990/Form990PartVIISectionAGrp/PersonNm16AVID MODJTABAI
IRS990/Form990PartVIISectionAGrp/PersonNm17LIEBE PATTERSON
IRS990/Form990PartVIISectionAGrp/PersonNm18BRUCE RAABE
IRS990/Form990PartVIISectionAGrp/PersonNm19SEMI SALMI
IRS990/Form990PartVIISectionAGrp/PersonNm20GREG SWART
IRS990/Form990PartVIISectionAGrp/PersonNm21KAREEM WEAVER
IRS990/Form990PartVIISectionAGrp/PersonNm22THOMAS W PRICE
IRS990/Form990PartVIISectionAGrp/PersonNm23JEFFREY SYMONDS
IRS990/Form990PartVIISectionAGrp/PersonNm24PHILIP GUTIERREZ
IRS990/Form990PartVIISectionAGrp/PersonNm25KAREN WHITAKER
IRS990/Form990PartVIISectionAGrp/PersonNm26ANNIE TSANG
IRS990/Form990PartVIISectionAGrp/PersonNm27RICHARD MCLAUGHLIN
IRS990/Form990PartVIISectionAGrp/PersonNm28DENNIS SHANNON
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22439111
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt23125052
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt24145288
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt25143917
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt26138059
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt27135479
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt28127840
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt280
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE-BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE-TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE-SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt22HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt23ENGLISH TEACHER & DIRECTOR OF PETL
IRS990/Form990PartVIISectionAGrp/TitleTxt24ADVANCEMENT & EXTERNAL AFF
IRS990/Form990PartVIISectionAGrp/TitleTxt25ACADEMIC DEAN
IRS990/Form990PartVIISectionAGrp/TitleTxt26DIRECTOR OF ADMISSION
IRS990/Form990PartVIISectionAGrp/TitleTxt27BUSINESS MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt28HISTORY TEACHER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01926
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0665989
IRS990/FundraisingDirectExpensesAmt098212
IRS990/FundraisingGrossIncomeAmt092986
IRS990/GainOrLossGrp/SecuritiesAmt01821529
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt022
IRS990/GrantAmt02034253
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt02034253
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt02034253
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01684604
IRS990/GrossReceiptsAmt018882409
IRS990/GrossRentsGrp/RealAmt0190710
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt022
IRS990/IndivRcvdGreaterThan100KCnt023
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt062417
IRS990/InformationTechnologyGrp/ProgramServicesAmt0249667
IRS990/InformationTechnologyGrp/TotalAmt0312084
IRS990/InsuranceGrp/ManagementAndGeneralAmt061386
IRS990/InsuranceGrp/TotalAmt061386
IRS990/InterestGrp/ManagementAndGeneralAmt095802
IRS990/InterestGrp/ProgramServicesAmt0862216
IRS990/InterestGrp/TotalAmt0958018
IRS990/InvestmentIncomeGrp/ExclusionAmt0832840
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0833558
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt0718
IRS990/InvestmentInJointVentureInd00
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IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt03093729
IRS990/InvestmentsPubTradedSecGrp/BOYAmt032327816
IRS990/InvestmentsPubTradedSecGrp/EOYAmt036957411
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt072
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt017052084
IRS990/LandBldgEquipBasisNetGrp/BOYAmt023771598
IRS990/LandBldgEquipBasisNetGrp/EOYAmt022918609
IRS990/LandBldgEquipCostOrOtherBssAmt039970693
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0-136925
IRS990/LessRentalExpensesGrp/RealAmt055272
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE AN ACADEMICALLY EXCEPTIONAL EDUCATION TO STUDENTS GRADE 9 THROUGH 12 IN A WARM, SUPPORTIVE, AND NURTURING ENVIRONMENT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt036675638
IRS990/NetAssetsOrFundBalancesEOYAmt040991654
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01821529
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01821529
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-5226
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-5226
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0135438
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0135438
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt03088752
IRS990/NoncashContributionsAmt0351270
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0404107
IRS990/OccupancyGrp/ProgramServicesAmt0814140
IRS990/OccupancyGrp/TotalAmt01218247
IRS990/OfficeExpensesGrp/FundraisingAmt07073
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt055678

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$77.2$37.2$40.0$25.9$28.1$2.19
2022Detailed filing. Detailed filing data is available for this year.$77.2$38.4$38.9$29.5$26.2$3.28
2021Summary only. Only limited summary data is available for this year.$85.5$36.7$48.8$25.9$24.7$1.28
2020Detailed filing. Detailed filing data is available for this year.$76.2$34.3$41.9$22.3$21.0$1.25
2019Detailed filing. Detailed filing data is available for this year.$75.8$33.1$42.7$22.6$22.4$0.18
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$74.7$31.5$43.3$21.7$19.9$1.74
2017Detailed filing. Detailed filing data is available for this year.$73.4$32.2$41.2$18.6$19.9$1.27
2016Detailed filing. Detailed filing data is available for this year.$70.5$32.4$38.1$18.6$18.8$0.19
2015Detailed filing. Detailed filing data is available for this year.$72.0$32.9$39.1$18.4$19.5$1.11
2014Detailed filing. Detailed filing data is available for this year.$73.5$32.5$41.0$18.9$17.6$1.23
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$69.3$32.7$36.7$17.4
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$68.0$33.9$34.1$16.7
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$69.3$32.4$36.9$16.4
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$66.0$33.2$32.8$14.1
Peer Organizations

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