Civic Intelligence

Robert Louis Stevenson School

990 • Fiscal year 2015 • EIN 94-1218745

Jul 01, 2014 to Jun 30, 2015 • Filed on May 11, 2016

Organization Profilewww.stevensonschool.org

View Organization Page

3152 Forest Lake RoadPebble Beach, CA 93953

(831) 625-8300

Siviq Scores

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

Liabilities / Assets

48th percentile

0.31x

Higher debt load relative to assets than 48% of similar nonprofits.

2015 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2015

Liabilities / Revenue

72nd percentile

0.98x

Higher debt load relative to revenue than 72% of similar nonprofits.

2015 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2015

Net Margin

42nd percentile

2.7%

Higher net margin than 42% of similar nonprofits.

2015 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2015

Top Officer Pay

59th percentile

$568,248

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

2015 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2015

Asset Growth

34th percentile

-0.8%

Faster asset growth than 34% of similar nonprofits.

2015 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2014 to 2015

Revenue Growth

69th percentile

9.4%

Faster revenue growth than 69% of similar nonprofits.

2015 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets48th percentile

Assets

Down

$111,461,837

Down $927,274 (-0.8%) from 2014

Net Assets

Up

$77,355,908

Up $387,357 (+0.5%) from 2014

Liabilities

Down

$34,105,929

Down $1,314,631 (-3.7%) from 2014

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin42nd percentile

Revenue

Up

$34,755,394

Up $2,994,518 (+9.4%) from 2014

Expenses

Up

$33,824,295

Up $1,473,567 (+4.6%) from 2014

Net Income

Up

$931,099

Up $1,520,951 (+258%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$200M$150M$100M$50M$0Assets 2010: $91,463,340Liabilities 2010: $29,063,394Net Assets 2010: $62,399,9462010Assets 2011: $110,128,074Liabilities 2011: $39,998,647Net Assets 2011: $70,129,4272011Assets 2012: $111,568,175Liabilities 2012: $41,716,531Net Assets 2012: $69,851,6442012Assets 2013: $110,229,087Liabilities 2013: $36,187,253Net Assets 2013: $74,041,8342013Assets 2014: $112,389,111Liabilities 2014: $35,420,560Net Assets 2014: $76,968,5512014Assets 2015: $111,461,837Liabilities 2015: $34,105,929Net Assets 2015: $77,355,9082015Assets 2016: $113,751,357Liabilities 2016: $36,076,202Net Assets 2016: $77,675,1552016Assets 2017: $114,168,855Liabilities 2017: $34,858,683Net Assets 2017: $79,310,1722017Assets 2018: $121,816,458Liabilities 2018: $39,533,981Net Assets 2018: $82,282,4772018Assets 2019: $122,835,369Liabilities 2019: $37,220,511Net Assets 2019: $85,614,8582019Assets 2020: $122,648,077Liabilities 2020: $36,777,617Net Assets 2020: $85,870,4602020Assets 2021: $141,974,107Liabilities 2021: $38,531,874Net Assets 2021: $103,442,2332021Assets 2022: $152,901,539Liabilities 2022: $41,769,340Net Assets 2022: $111,132,1992022Assets 2023: $156,735,465Liabilities 2023: $41,030,792Net Assets 2023: $115,704,6732023Assets 2024: $169,120,916Liabilities 2024: $43,993,751Net Assets 2024: $125,127,1652024

Highlighted filing

2015

Assets$111,461,837
Liabilities$34,105,929
Net Assets$77,355,908
Open 2015 Filing

Operations Trend

Revenue Growth69th percentile

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

$60M$40M$20M$0-$20MExpenses 2010: $24,526,1002010Expenses 2011: $26,522,8362011Expenses 2012: $29,109,0132012Expenses 2013: $30,993,4912013Revenue 2014: $31,760,876Expenses 2014: $32,350,728Net Income 2014: -$589,8522014Revenue 2015: $34,755,394Expenses 2015: $33,824,295Net Income 2015: $931,0992015Revenue 2016: $35,718,467Expenses 2016: $34,652,478Net Income 2016: $1,065,9892016Revenue 2017: $36,522,857Expenses 2017: $37,033,595Net Income 2017: -$510,7382017Revenue 2018: $39,845,240Expenses 2018: $38,346,823Net Income 2018: $1,498,4172018Revenue 2019: $40,318,215Expenses 2019: $39,640,294Net Income 2019: $677,9212019Revenue 2020: $40,501,209Expenses 2020: $39,981,362Net Income 2020: $519,8472020Revenue 2021: $41,575,632Expenses 2021: $33,477,777Net Income 2021: $8,097,8552021Revenue 2022: $58,667,737Expenses 2022: $44,159,807Net Income 2022: $14,507,9302022Revenue 2023: $52,703,861Expenses 2023: $49,270,752Net Income 2023: $3,433,1092023Revenue 2024: $56,241,787Expenses 2024: $51,345,902Net Income 2024: $4,895,8852024

Highlighted filing

2015

Revenue$34,755,394
Expenses$33,824,295
Net Income$931,099
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 11, 2016
Return Version
2014v6.0
Gross Receipts
$49,169,144
Mission and Program Overview

Mission

Stevenson is an independent, co-educational, nondenominational pre-k to 12 boarding & day school committed to three aims:(1)to prepare students for success in college and beyond,(2) to create and foster a love of learning, and (3) to help them shape a joyful life.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$61,099,179$60,222,373▼ $876,806
Investments in Publicly Traded Securities$32,095,174$31,852,636▼ $242,538
Investments Other Securities$5,102,611$5,569,677▲ $467,066
Savings and Temporary Cash Investments$2,505,637$2,795,491▲ $289,854
Prepaid Expenses and Deferred Charges$2,125,621$2,427,718▲ $302,097
Pledges and Grants Receivable$2,860,062$1,843,309▼ $1,016,753
Accounts Receivable$528,255$523,377▼ $4,878
Cash and Non-Interest-Bearing Accounts-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$112,389,111$111,461,837▼ $927,274
Other Assets Total$6,072,572$6,227,256▲ $154,684
Liabilities
Tax Exempt Bond Liabilities$28,300,000$28,300,000→ $0
Other Liabilities$6,922,084$5,651,815▼ $1,270,269
Accounts Payable and Accrued Expenses$198,476$154,114▼ $44,362
Total Liabilities$35,420,560$34,105,929▼ $1,314,631
Net Assets / Fund Balance
Unrestricted Net Assets$55,418,778$56,491,579▲ $1,072,801
Permanently Rstr Net Assets$10,577,419$11,802,961▲ $1,225,542
Temporarily Rstr Net Assets$10,972,354$9,061,368▼ $1,910,986
Total Net Assets Fund Balance$76,968,551$77,355,908▲ $387,357
Total Liabilities and Net Assets / Fund Balance$112,389,111$111,461,837▼ $927,274

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$46,153,071$22,259,943$68,413,014
Leasehold Improvements$4,972,824$2,594,744$7,567,568
Land$6,638,792-$6,638,792
Equipment$1,550,020$4,178,862$5,728,882
Other Land Buildings$907,666$2,664,404$3,572,070
Other Assets Org$3,694,564--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$19,930,589$2,770,858▲ $163,544$537,935$22,327,056
2013$17,695,313$389,526▲ $2,396,239$550,489$19,930,589
2012$15,609,407$1,139,759▲ $1,389,820$443,673$17,695,313
2011$15,392,385$186,625▲ $442,660$412,263$15,609,407
2010$12,934,717$203,661▲ $2,674,517$420,510$15,392,385
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joseph E WandkePresidentFT$413,564$120,184$568,248
Jeffrey ClarkV.p. of External RelationsFT$184,069$102,361$295,930
Greg FosterPebble Beach Campus HeadFT$192,662$94,328$292,490
Edward DiyanniCFOFT$240,170$64,291$291,861
Molly Bunnell-bozzoCarmel Campus HeadFT$153,131$100,891$271,522
Erik OlsonDean of StudentsFT$127,496$112,112$229,208
Allyn WenzelDirector of TechnologyFT$93,275$77,396$155,671
David MillerDirector of College COUFT$111,266$71,456$153,722
Patricia DoonControllerFT$129,640$19,652$149,292
Ron HerbigDirector ConstructionFT$125,915$14,010$139,925

Board Members and Trustees

NameTitle
Mark R HornbergerChairman
Thomas F MoranVice Chairman
Christopher P BaumgartTrustee
David D ColburnTrustee
Don L DormerTrustee
Doug OttoTrustee
Dr Michael L JacksonTrustee
George R WalkerTrustee
John C SteeleTrustee
Mary K AbercrombieTrustee
Richard Ming Hsing TsaiTrustee
Roger StephensTrustee
Steven C ZahmTrustee
Steven a MerksamerTrustee
Ted BalestreriTrustee
Vincent W H MaTrustee
W Brewster Ely IvTrustee
William Jg Griffith IvTrustee
William L PerocchiTrustee
Cynthia B ChapmanSecretary
David S RosenTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Savory Services INCFood Services3152 FOREST LAKE ROAD, Pebble Beach, CA 93953$2,123,054
Me Souza Construction INCConstructionPO BOX 1882, Monterey, CA 93942$895,528
Discovery Door DistributionConstruction4440 YANKEE HILL ROAD, Rocklin, CA 95677$219,163
Bob Carter Companies LLCFundraising400 MADISON DRIVE SUITE 204, Sarasota, FL 34236$210,341
Guardsmark LLCSecurity ServicesFILE 6498, Los Angeles, CA 90074$191,735
Revenue and Support

Revenue Composition

Contributions and Grants
$3,272,790
Program Service Revenue
$29,632,833
Investment Income
$844,844
Other Revenue
$1,004,927
All Other Contributions
$3,272,790
Change in Net Assets
$931,099

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded8$295,495Fair Market Value (FMV)
Cars and Other Vehicles1$11,072Fair Market Value (FMV)
Other Non Cash Contri Table1$5,000Fair Market Value (FMV)
Other Non Cash Contri Table1$5,000Fair Market Value (FMV)
Total Noncash Contributions11$316,567-

Audited Revenue Reconciliation

Revenue per Audited Statements
$34,618,625
Revenue Not Reported on Financial Statements
$136,769
Revenue Not Reported on Form 990
$-544,676
Other Revenue Adjustments
$136,769
Total Revenue per Audited Statements
$34,073,949
Total Revenue per Form 990
$34,755,394
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$16,764,944
Other Expenses$11,653,039
Grants and Similar Amounts Paid$5,261,946
Total Fundraising Expense$2,084,316
Professional Fundraising Fees$144,366

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$8,016,002$3,041,164$929,506$11,986,672
Grants to Domestic Individuals$5,162,146--$5,162,146
All Other Expenses$542,701$2,580,391$507,394$3,630,486
Depreciation Depletion$2,716,920--$2,716,920
Other Employee Benefits$1,135,726$600,256$81,562$1,817,544
Pension Plan Contributions$833,444$300,542$71,608$1,205,594
Payroll Taxes$599,071$249,302$59,561$907,934
Comp Disqual Persons-$568,640$278,560$847,200
Other Expenses$829,191$630,372-$630,372
Insurance-$616,857-$616,857
Interest$386,320--$386,320
Fees for Services Professional Fundraising--$144,366$144,366
Foreign Grants$99,800--$99,800
Fees for Services Other-$36,443-$36,443
Travel--$11,759$11,759
Total Functional Expenses$23,116,012$8,623,967$2,084,316$33,824,295

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$33,824,295
Expenses per Audited Statements$33,777,709
Total Expenses per Audited Statements$33,686,592
Expenses Not Reported on Financial Statements$46,586
Other Expense Adjustments$46,586
Expenses Not Reported on Form 990$-91,117
International Activity

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$144,366
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

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

Other Reported Liabilities

LiabilityAmount
Deposits$4,178,840
Deferred Income$1,039,452
Accrued Legal Expense$175,000
Agency Funds$160,572
SALARIES & RELATED EXP'S.$97,951

Bond Issues

BondIssuerIssuedIssue PricePurpose
ACA Enterprise Develop Aut2011-03-10$15,300,000CONSTRUCTION PROJECTS

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$15,300,000--$288,477

Bond Financing Compliance

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

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
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, Line 11B: Form 990 Review Process

“The organization's form 990 was prepared by professional, independent accountants. The board of trustees delegated the review of form 990 to the audit committee, members of which have practical and/or professional expertise in nonprofit management, accounting, and federal tax law governing exempt organizations. This committee reviewed the form 990 prepared by the organization's professional, independent accountants. Prior to the organization submitting form 990 to the irs, the committee reported to the board of trustees that the committee had, to the best of its ability, determined that the form 990 was complete, accurate and correct, and a copy of the return was provided for each board member.”

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

“The amended and restated bylaws of the corporation (approved 10/10/2008) at article ix, section 4 provide: "no trustee of this corporation nor any other corporation, firm, association, or other entity in which one or more of this corporation's trustees are directors, officers or have a material financial interest, shall be interested, directly or indirectly, in any contract or transaction with this corporation, unless (a) the material facts regarding that trustee's financial interest in such contract or transaction or regarding such common director relationship or officer relationship are fully disclosed in good faith and noted in the minutes, or are known to all members of the board prior to the board's consideration of such contract or transaction; (b) such contract or transaction is authorized in good faith by a majority of the board by a vote sufficient for that purpose without counting the votes of the interested trustees; (c) before authorizing or approving the transaction, the board considers and in good faith decides after reasonable investigation that the corporation could not obtain a more advantageous arrangement with reasonable effort under the circumstances; and (d) the corporation for its own benefit enters into the transaction, which is fair and reasonable to the corporation at the time the transaction is entered into."each of the requirements related to board disclosure, authorization, investigation and benefit analysis as described in the foregoing bylaw provision are complied with in all instances regarding conflicts of interest and permanently noted in the minutes of the board of trustees. The business office monitors key principals and personnel involved in all contracts and transactions entered into by the school. Any situations which are or might be considered a conflict of interest are brought to the attention of the school president, board chairman and general counsel for appropriate consideration, disposition, disclosure and approval in accordance with the school's policies and procedures. Effective february 18, 2011, the board of trustees of the school approved a resolution prohibiting the school from entering into any new transactions with trustees then serving in office (and concluding existing transactions with trustees prior to 6-30-11) in which a trustee holds any material financial interest except for compensation contracts and transactions in the ordinary course of business with employees of the school who are also trustees, contracts and transactions in which services are provided to the school without any fee paid or economic benefit provided in return and purchase and lease agreements for goods or property provided to the school at or below fair market value.”

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

“15a. The compensation of the school's president is reviewed annually by the board's compensation committee and submitted for approval to the board of trustees. In this regard, the committee reviews the school's performance in key operating areas against established goals and objectives and discusses the results with the school's chief financial officer. In addition, the committee receives a "safe harbor letter" from an independent and highly regarded compensation expert whose database of information includes applicable comparability data for other peer schools. The committee analyzes and discusses this data as well as the school's operating performance, documents their conclusions and makes a recommendation to the full board as to the proper level of compensation for the president.15b. Compensation of the school's other key employees (e.g. Chief financial officer, director of advancement, director of admission, heads of upper and lower schools, etc.,) is determined by the school president. In making his decision on compensation, the president utilizes benchmark compensation data received from independent organizations such as the national association of independent schools, california association of independent schools, etc. He also reviews comparative compensation data retrieved from form 990, schedule j from a competetive set of appoximately 30 peer schools. This information helps him determine the reasonableness of salary increase recommendations for this group of employees. Lastly, he then reviews each employees performance and makes a final determination. The president also reviews compensation data for key school employees with the board of trustees. The compensation committee also reviews this data independently to ensure the fairness and reasonableness of the school president's salary increase recommendations.”

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

“The financial statements are available to the public through the form 990. No other documents or policies are disclosed.”

Filing and Contact Details

Filer

Filer Name
Robert Louis Stevenson School
EIN
94-1218745
Phone
8316258300
Address
3152 FOREST LAKE ROAD, PEBBLE BEACH, CA 93953

Signing Officer

Name
Edward Diyanni
Title
CFO
Signed
2016-05-11
Discuss with paid preparer
Yes

Organization Details

Formed
1952
Legal Domicile
CA
Voting Board Members
21
Independent Board Members
21
Employees
273
Volunteers
200

Preparer

Firm
Ryan & McDonald LLP
Address
913 Blanco Circle, Salinas, CA 93901
Preparer
Jonathan D Ryan
Phone
8317846000
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E: Other Expenses

“ADMISSIONS: Column (A) - Total = $233587; Column (B) - Program Services = $0; Column (C) - Management & General = $233587; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“ATHLETICS: Column (A) - Total = $351726; Column (B) - Program Services = $351726; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“BAD DEBT: Column (A) - Total = $172130; Column (B) - Program Services = $0; Column (C) - Management & General = $172130; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“BANK FEES: Column (A) - Total = $48358; Column (B) - Program Services = $0; Column (C) - Management & General = $48358; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“BENBOW EXPENSES: Column (A) - Total = $3507; Column (B) - Program Services = $0; Column (C) - Management & General = $3507; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“CAPITAL CAMPAIGN EXPENSE: Column (A) - Total = $70937; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $70937”

Form 990, Part IX, Line 24E: Other Expenses

“CHARITABLE DONATIONS - K-1: Column (A) - Total = $6; Column (B) - Program Services = $0; Column (C) - Management & General = $6; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“CONTRACT SERVICES: Column (A) - Total = $330079; Column (B) - Program Services = $6975; Column (C) - Management & General = $323104; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“DUES & SUBSCRIPTIONS: Column (A) - Total = $35963; Column (B) - Program Services = $0; Column (C) - Management & General = $35963; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“EQUIPMENT EXPENSE: Column (A) - Total = $360003; Column (B) - Program Services = $0; Column (C) - Management & General = $360003; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“HIRING: Column (A) - Total = $39907; Column (B) - Program Services = $0; Column (C) - Management & General = $39907; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“INFIRMARY SUPPLIES: Column (A) - Total = $8003; Column (B) - Program Services = $8003; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“LANDSCAPING: Column (A) - Total = $57771; Column (B) - Program Services = $0; Column (C) - Management & General = $57771; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“MISCELLANEOUS: Column (A) - Total = $134813; Column (B) - Program Services = $0; Column (C) - Management & General = $134813; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“PORTFOLIO EXPENSES - K1: Column (A) - Total = $39104; Column (B) - Program Services = $0; Column (C) - Management & General = $39104; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Postage and Shipping: Column (A) - Total = $50532; Column (B) - Program Services = $0; Column (C) - Management & General = $15617; Column (D) - Fundraising = $34915”

Form 990, Part IX, Line 24E: Other Expenses

“PRES OFFICE OPERATIONAL EXP: Column (A) - Total = $347552; Column (B) - Program Services = $0; Column (C) - Management & General = $347552; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Printing and Publications: Column (A) - Total = $169186; Column (B) - Program Services = $0; Column (C) - Management & General = $19081; Column (D) - Fundraising = $150105”

Form 990, Part IX, Line 24E: Other Expenses

“PROFESSIONAL DEVELOPMENT: Column (A) - Total = $8809; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $8809”

Form 990, Part IX, Line 24E: Other Expenses

“PROPERTY TAXES: Column (A) - Total = $88110; Column (B) - Program Services = $0; Column (C) - Management & General = $88110; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“PUBLIC RELATIONS: Column (A) - Total = $16230; Column (B) - Program Services = $0; Column (C) - Management & General = $16230; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“ROYALTY EXPENSES - K-1: Column (A) - Total = $158; Column (B) - Program Services = $0; Column (C) - Management & General = $158; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“SCHOOL ACTIVITIES: Column (A) - Total = $375606; Column (B) - Program Services = $152323; Column (C) - Management & General = $0; Column (D) - Fundraising = $223283”

Form 990, Part IX, Line 24E: Other Expenses

“SECTION 179 - K-1: Column (A) - Total = $1; Column (B) - Program Services = $0; Column (C) - Management & General = $1; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“SECTION 59(E)(2) - K-1: Column (A) - Total = $7317; Column (B) - Program Services = $0; Column (C) - Management & General = $7317; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“SECURITY: Column (A) - Total = $219203; Column (B) - Program Services = $0; Column (C) - Management & General = $219203; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“SOFTWARE: Column (A) - Total = $29050; Column (B) - Program Services = $23674; Column (C) - Management & General = $1226; Column (D) - Fundraising = $4150”

Form 990, Part IX, Line 24E: Other Expenses

“STAFF ENRICHMENT: Column (A) - Total = $9417; Column (B) - Program Services = $0; Column (C) - Management & General = $9417; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“SUPPLIES: Column (A) - Total = $210866; Column (B) - Program Services = $0; Column (C) - Management & General = $195671; Column (D) - Fundraising = $15195”

Form 990, Part IX, Line 24E: Other Expenses

“TELEPHONE: Column (A) - Total = $27649; Column (B) - Program Services = $0; Column (C) - Management & General = $27649; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“TRANSPORTATION: Column (A) - Total = $140083; Column (B) - Program Services = $0; Column (C) - Management & General = $140083; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“TRUSTEE EXPENSES: Column (A) - Total = $13410; Column (B) - Program Services = $0; Column (C) - Management & General = $13410; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“UNEMPLOYMENT CLAIMS: Column (A) - Total = $31413; Column (B) - Program Services = $0; Column (C) - Management & General = $31413; Column (D) - Fundraising = $0”

Other Changes In Net Assets Or Fund Balances - Other Increases

“Chg in allowance for doubtful accounts = $97000”

Other Changes In Net Assets Or Fund Balances - Other Decreases

“N/d federal income tax = -$21122”

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Tax to book diff from k-1 = -$74944”

Other Changes In Net Assets Or Fund Balances - Other Increases

“Unrealized gain in charitable remainder trust = $154684”

Financial Statement Notes

Part III, Line 1A: If organization elected under SFAS 116 to not report are, historical treasures, O

“The art and rare books collection is used for decoration in key buildings around campus and to further students and the community's knowledge and appreciation of the culture, history and traditions of the school, its namesake and the geographic area in which it is located.”

Part V, Line 4: Intended uses of the endowment fund.

“The school's endowment consists of individual funds established for a variety of purposes, including financial aid, faculty enrichment, and general operations.”

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

“Unrealized gain in charitable rem trust $154684”

Part XI, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Tax to book diff-via vi sch k-1 $104045 tax to book diff-via vii sch k-1 $17485 n/d federal income tax $15239”

Part XII, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Schedule k-1 pass-through expenses $46586”

Raw XML AppendixShowing 400 of 1,031 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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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$111,461,837
Liabilities
$34,105,929
Net assets
$77,355,908
Revenue
$34,755,394
Expenses
$33,824,295
Net income
$931,099
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$169$44.0$125$56.2$51.3$4.90
2023Summary only. Only limited summary data is available for this year.$157$41.0$116$52.7$49.3$3.43
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$153$41.8$111$58.7$44.2$14.5
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$142$38.5$103$41.6$33.5$8.10
2020Summary only. Only limited summary data is available for this year.$123$36.8$85.9$40.5$40.0$0.52
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$123$37.2$85.6$40.3$39.6$0.68
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$122$39.5$82.3$39.8$38.3$1.50
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$114$34.9$79.3$36.5$37.0$0.51
2016Detailed filing. Detailed filing data is available for this year.$114$36.1$77.7$35.7$34.7$1.07
2015Detailed filing. Detailed filing data is available for this year.$111$34.1$77.4$34.8$33.8$0.93
2014Detailed filing. Detailed filing data is available for this year.$112$35.4$77.0$31.8$32.4$0.59
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$110$36.2$74.0$31.0
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$112$41.7$69.9$29.1
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$110$40.0$70.1$26.5
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$91.5$29.1$62.4$24.5
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • $100M-$250M nonprofits