Civic Intelligence

The Berkeley School

990 • Fiscal year 2017 • EIN 94-1571768

Jul 01, 2016 to Jun 30, 2017 • Filed on Mar 12, 2018

Organization Profilewww.theberkeleyschool.org

View Organization Page

1310 University AveBerkeley, CA 94702

(510) 665-8800

Siviq Scores

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

Liabilities / Assets

85th percentile

0.77x

Higher debt load relative to assets than 85% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

82nd percentile

1.25x

Higher debt load relative to revenue than 82% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

54th percentile

3.9%

Higher net margin than 54% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

70th percentile

$246,222

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 3.1% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

23rd percentile

-2.0%

Faster asset growth than 23% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

60th percentile

8.6%

Faster revenue growth than 60% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$12,821,833

Down $263,992 (-2.0%) from 2016

Net Assets

Up

$2,942,820

Up $310,742 (+12%) from 2016

Liabilities

Down

$9,879,013

Down $574,734 (-5.5%) from 2016

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin54th percentile

Revenue

Up

$7,904,245

Up $624,549 (+8.6%) from 2016

Expenses

Up

$7,593,503

Up $460,628 (+6.5%) from 2016

Net Income

Up

$310,742

Up $163,921 (+112%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $12,546,436Liabilities 2011: $10,214,010Net Assets 2011: $2,332,4262011Assets 2012: $12,884,505Liabilities 2012: $10,493,441Net Assets 2012: $2,391,0642012Assets 2013: $12,596,785Liabilities 2013: $10,587,324Net Assets 2013: $2,009,4612013Assets 2014: $12,786,116Liabilities 2014: $10,520,398Net Assets 2014: $2,265,7182014Assets 2015: $13,239,202Liabilities 2015: $10,753,945Net Assets 2015: $2,485,2572015Assets 2016: $13,085,825Liabilities 2016: $10,453,747Net Assets 2016: $2,632,0782016Assets 2017: $12,821,833Liabilities 2017: $9,879,013Net Assets 2017: $2,942,8202017Assets 2018: $12,331,719Liabilities 2018: $9,355,584Net Assets 2018: $2,976,1352018Assets 2019: $12,393,435Liabilities 2019: $9,365,938Net Assets 2019: $3,027,4972019Assets 2020: $11,350,909Liabilities 2020: $8,794,395Net Assets 2020: $2,556,5142020Assets 2021: $11,572,744Liabilities 2021: $8,387,225Net Assets 2021: $3,185,5192021Assets 2022: $12,952,438Liabilities 2022: $8,243,721Net Assets 2022: $4,708,7172022Assets 2023: $13,264,717Liabilities 2023: $8,758,075Net Assets 2023: $4,506,6422023Assets 2024: $15,070,001Liabilities 2024: $10,056,202Net Assets 2024: $5,013,7992024Assets 2025: $13,697,403Liabilities 2025: $9,025,186Net Assets 2025: $4,672,2172025

Highlighted filing

2017

Assets$12,821,833
Liabilities$9,879,013
Net Assets$2,942,820
Open 2017 Filing

Operations Trend

Revenue Growth60th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $5,861,616Expenses 2011: $6,065,037Net Income 2011: -$203,4212011Expenses 2012: $6,048,2442012Revenue 2013: $6,195,198Expenses 2013: $6,576,801Net Income 2013: -$381,6032013Revenue 2014: $6,447,075Expenses 2014: $6,190,818Net Income 2014: $256,2572014Revenue 2015: $6,869,122Expenses 2015: $6,649,583Net Income 2015: $219,5392015Revenue 2016: $7,279,696Expenses 2016: $7,132,875Net Income 2016: $146,8212016Revenue 2017: $7,904,245Expenses 2017: $7,593,503Net Income 2017: $310,7422017Revenue 2018: $7,799,641Expenses 2018: $7,766,326Net Income 2018: $33,3152018Revenue 2019: $8,107,056Expenses 2019: $8,055,694Net Income 2019: $51,3622019Revenue 2020: $7,761,867Expenses 2020: $8,232,850Net Income 2020: -$470,9832020Revenue 2021: $7,547,256Expenses 2021: $6,918,251Net Income 2021: $629,0052021Revenue 2022: $9,017,937Expenses 2022: $7,494,739Net Income 2022: $1,523,1982022Revenue 2023: $7,400,839Expenses 2023: $7,602,914Net Income 2023: -$202,0752023Revenue 2024: $7,830,002Expenses 2024: $7,322,845Net Income 2024: $507,1572024Revenue 2025: $7,180,066Expenses 2025: $7,521,648Net Income 2025: -$341,5822025

Highlighted filing

2017

Revenue$7,904,245
Expenses$7,593,503
Net Income$310,742
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Mar 12, 2018
Return Version
2016v3.0
Gross Receipts
$7,917,985
Mission and Program Overview

Mission

To ignite curious minds, awaken generous hearts and engage in a changing world.

To provide educational services through the operation of The Berkeley School

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$8,010,253$7,760,202▼ $250,051
Savings and Temporary Cash Investments$4,556,170$4,800,494▲ $244,324
Cash and Non-Interest-Bearing Accounts$81,222$141,269▲ $60,047
Prepaid Expenses and Deferred Charges$27,601$47,059▲ $19,458
Pledges and Grants Receivable$35,513$43,764▲ $8,251
Accounts Receivable$274,124$26,702▼ $247,422
Inventories for Sale or Use$2,382$1,609▼ $773
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Total Assets$13,085,825$12,821,833▼ $263,992
Other Assets Total$98,560$734▼ $97,826
Liabilities
Tax Exempt Bond Liabilities$6,192,714$5,736,938▼ $455,776
Deferred Revenue$3,654,018$3,444,138▼ $209,880
Accounts Payable and Accrued Expenses$607,015$697,937▲ $90,922
Total Liabilities$10,453,747$9,879,013▼ $574,734
Net Assets / Fund Balance
Unrestricted Net Assets$2,568,892$2,797,024▲ $228,132
Temporarily Rstr Net Assets$63,186$145,796▲ $82,610
Total Net Assets Fund Balance$2,632,078$2,942,820▲ $310,742
Total Liabilities and Net Assets / Fund Balance$13,085,825$12,821,833▼ $263,992

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,280,691$2,735,124$8,015,815
Land$1,755,608-$1,755,608
Leasehold Improvements$619,239$829,892$1,449,131
Equipment$90,588$631,277$721,865
Other Land Buildings$14,076-$14,076
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mitch BostianHead of SchoolFT$215,229$30,993$246,222
Amy CotyDirector of Fin/OpsFT$146,973$11,437$158,410
Araxi GundelfingerDirector of AdvancementFT$117,708$31,905$149,613
Bliss TobinElementary DirectorFT$110,218$22,257$132,475
Kathy DuhlECC DirectorFT$108,024$12,708$120,732

Board Members and Trustees

NameTitle
Samantha GoodBoard Chair
Dean ShinVice Chair
Bridget AndersonTrustee
Dianna DarTrustee
Katie LedererTrustee
Kristi McKenneyTrustee
Mark NitzbergTrustee
Nate LundyTrustee
Nolan HighbaughTrustee
Samuel BeltranTrustee
Sarah KingTrustee
Stephanie MechuraTrustee
Susi MarzuolaTrustee
Taryn GorganTrustee
Terezia NemethTrustee
Gina TegaSecretary
Lauren WebsterTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$429,205
Program Service Revenue
$7,365,840
Investment Income
$7,410
Other Revenue
$101,790
All Other Contributions
$424,855
Change in Net Assets
$310,742

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,039,012
Revenue Not Reported on Financial Statements
$865,233
Other Revenue Adjustments
$865,233
Total Revenue per Audited Statements
$7,039,012
Total Revenue per Form 990
$7,904,245
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,286,041
Other Expenses$1,442,229
Grants and Similar Amounts Paid$865,233
Total Fundraising Expense$278,322
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,621,799$87,420$160,472$3,869,691
Grants to Domestic Individuals$865,233--$865,233
Other Employee Benefits$515,844$28,178$22,993$567,015
Current Officers, Directors, Trustees, and Key Employees$162,920$234,142$12,533$409,595
Depreciation Depletion$316,382$24,607$10,546$351,535
Payroll Taxes$302,014$24,134$13,755$339,903
Office Expenses$217,888$38,845$15,084$271,817
Information Technology$127,748$39,866$13,132$180,746
Interest$159,911$12,437$5,330$177,678
Occupancy$147,814$11,497$4,927$164,238
Pension Plan Contributions$94,228$1,449$4,160$99,837
Travel$46,313--$46,313
Conferences and Meetings$38,908$3,383-$42,291
Insurance$17,919$19,209$597$37,725
Advertising-$31,749-$31,749
Fees for Services Other-$30,154-$30,154
Fees for Services Accounting-$18,943-$18,943
Fees for Services Legal-$8,287-$8,287
Other Expenses$8,475$730$14,510$730
Total Functional Expenses$6,643,396$671,785$278,322$7,593,503

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$7,593,503
Expenses per Audited Statements$6,728,270
Total Expenses per Audited Statements$6,728,270
Expenses Not Reported on Financial Statements$865,233
Other Expense Adjustments$865,233
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$27,245
Fundraising Direct Expenses$13,740
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Pick-a-Party$15,751$15,751$5,076$10,675
Wrap Party$15,844$11,494-$11,494
Total Events$31,595$27,245$13,740$13,505
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

Bond Issues

BondIssuerIssuedIssue PricePurpose
AABAG Finance Authority2013-06-27$7,141,063Refund existing debt

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$7,141,063--$94,953

Bond Financing Compliance

Gross proceeds invested in GIC
No
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

“There shall be one class of membership in the corporation. Members are: a) parents or legal guardians of children currently and properly enrolled in The Berkeley School; b) full-time employees of The Berkeley School; c) members of the board of trustees. For the purposes of these bylaws, "full-time" shall mean employees working at least 30 hours per week or who work enough hours to qualify for health insurance benefits under current corporation policy, whichever is less. Any person who satisfies any of the categories of membership shall be a member as long as the person satisfies any one category. There shall be a single class of members regardless of any contractual relationship a member may have with the corporation, including but not limited to any contract that may create different rights or liabilities among members with respect to the corporation. Any dispute regarding a person's admission as member, or with respect to the person's rights or obligations as a member, shall be resolved by a majority vote of the board of trustees after notice to and hearing of all interested persons.”

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

“The members are empowered to amend any of the articles in these by-laws, elect trustees or remove trustees in accordance with the laws of the State of California, by vote of a majority of the members.”

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

“The members are empowered to amend any of the articles in these by-laws, elect trustees or remove trustees in accordance with the laws of the State of California, by vote of a majority of the members. Resolutions approved by a majority of the members shall prevail over resolutions adopted by the Board of Trustees in the event of a conflict between them. All members must be notified in writing by U.S. Mail at least seven (7) days in advance of any vote.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The form 990 is reviewed by the director of finance and the finance committee.”

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

“The conflict of interest policy is reviewed every year and will be specifically addressed if a situation arises.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The compensation committee of the Board of Directors reviews salary data on an annual basis from independent sources for comparable sized organizations and documents their decision making process.”

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

“The compensation committee of the Board of Directors reviews salary data on an annual basis from independent sources for comparable sized organizations and documents their decision making process.”

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

“The school makes available their governing documents, conflict of interest policy, and financial statements to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Berkeley Montessori School Inc
EIN
94-1571768
Phone
5106658800
Address
1310 University Ave, Berkeley, CA 94702

Signing Officer

Name
Amy Coty
Title
Director of Fin/Ops
Signed
2018-03-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mitch Bostian
Formed
1963
Legal Domicile
CA
Voting Board Members
16
Independent Board Members
13
Employees
106
Volunteers
350

Preparer

Firm
Crosby & Kaneda CPAs LLP
Address
1970 Broadway STE 930, Oakland, CA 94612
Preparer
Adele Kaneda
Phone
5108352727
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“The School has evaluated its current tax positions as of June 30, 2017 and is not aware of any significant uncertain tax positions for which a reserve would be necessary.”

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

“Tuition Assistance $865233”

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

“Tuition assistance $865233”

Raw XML AppendixShowing 400 of 739 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0607015
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0697937
IRS990/AccountsReceivableGrp/BOYAmt0274124
IRS990/AccountsReceivableGrp/EOYAmt026702
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To provide educational services through the operation of The Berkeley School
IRS990/AdvertisingGrp/ManagementAndGeneralAmt031749
IRS990/AdvertisingGrp/TotalAmt031749
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt0424855
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Amy Coty
IRS990/BooksInCareOfDetail/PhoneNum05106658800
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01310 University Ave
IRS990/BooksInCareOfDetail/USAddress/CityNm0Berkeley
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094702
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt081222
IRS990/CashNonInterestBearingGrp/EOYAmt0141269
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt012533
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0234142
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0162920
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0409595
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt03383
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt038908
IRS990/ConferencesMeetingsGrp/TotalAmt042291
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt04350
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0429205
IRS990/CYGrantsAndSimilarPaidAmt0865233
IRS990/CYInvestmentIncomeAmt07410
IRS990/CYOtherExpensesAmt01442229
IRS990/CYOtherRevenueAmt0101790
IRS990/CYProgramServiceRevenueAmt07365840
IRS990/CYRevenuesLessExpensesAmt0310742
IRS990/CYSalariesCompEmpBnftPaidAmt05286041
IRS990/CYTotalExpensesAmt07593503
IRS990/CYTotalFundraisingExpenseAmt0278322
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt07904245
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt03654018
IRS990/DeferredRevenueGrp/EOYAmt03444138
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt010546
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt024607
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0316382
IRS990/DepreciationDepletionGrp/TotalAmt0351535
IRS990/Desc0Educational services through the operation of The Berkeley School, elementary, kindergarten & day care for approximately 300 students.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt0106
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt06643396
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt018943
IRS990/FeesForServicesAccountingGrp/TotalAmt018943
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt08287
IRS990/FeesForServicesLegalGrp/TotalAmt08287
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt030154
IRS990/FeesForServicesOtherGrp/TotalAmt030154
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt160.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt170.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt180.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt190.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt200.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt210.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt04.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt14.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt24.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt34.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt44.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt54.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt64.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt74.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt84.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt94.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt104.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt114.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt124.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt134.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt144.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt154.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt164.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1840.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2140.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1730993
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1811437
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1931905
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2012708
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2122257
IRS990/Form990PartVIISectionAGrp/PersonNm0Samantha Good
IRS990/Form990PartVIISectionAGrp/PersonNm1Dean Shin
IRS990/Form990PartVIISectionAGrp/PersonNm2Gina Tega
IRS990/Form990PartVIISectionAGrp/PersonNm3Lauren Webster
IRS990/Form990PartVIISectionAGrp/PersonNm4Bridget Anderson
IRS990/Form990PartVIISectionAGrp/PersonNm5Samuel Beltran
IRS990/Form990PartVIISectionAGrp/PersonNm6Dianna Dar
IRS990/Form990PartVIISectionAGrp/PersonNm7Taryn Gorgan
IRS990/Form990PartVIISectionAGrp/PersonNm8Nolan Highbaugh
IRS990/Form990PartVIISectionAGrp/PersonNm9Sarah King
IRS990/Form990PartVIISectionAGrp/PersonNm10Katie Lederer
IRS990/Form990PartVIISectionAGrp/PersonNm11Nate Lundy
IRS990/Form990PartVIISectionAGrp/PersonNm12Susi Marzuola
IRS990/Form990PartVIISectionAGrp/PersonNm13Kristi McKenney
IRS990/Form990PartVIISectionAGrp/PersonNm14Stephanie Mechura
IRS990/Form990PartVIISectionAGrp/PersonNm15Terezia Nemeth
IRS990/Form990PartVIISectionAGrp/PersonNm16Mark Nitzberg
IRS990/Form990PartVIISectionAGrp/PersonNm17Mitch Bostian
IRS990/Form990PartVIISectionAGrp/PersonNm18Amy Coty
IRS990/Form990PartVIISectionAGrp/PersonNm19Araxi Gundelfinger
IRS990/Form990PartVIISectionAGrp/PersonNm20Kathy Duhl
IRS990/Form990PartVIISectionAGrp/PersonNm21Bliss Tobin
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17215229
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18146973
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19117708
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20108024
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21110218
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/TitleTxt0Board Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
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/TitleTxt17Head of School
IRS990/Form990PartVIISectionAGrp/TitleTxt18Dir of Fin/Ops
IRS990/Form990PartVIISectionAGrp/TitleTxt19Dir of Advancement
IRS990/Form990PartVIISectionAGrp/TitleTxt20ECC Director
IRS990/Form990PartVIISectionAGrp/TitleTxt21Elementary Dir
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01963
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt04350
IRS990/FundraisingDirectExpensesAmt013740
IRS990/FundraisingGrossIncomeAmt027245
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantAmt0865233
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0865233
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0865233
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0true
IRS990/GrossReceiptsAmt07917985
IRS990/GrossRentsGrp/RealAmt061210
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt05
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt013132
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt039866
IRS990/InformationTechnologyGrp/ProgramServicesAmt0127748
IRS990/InformationTechnologyGrp/TotalAmt0180746
IRS990/InsuranceGrp/FundraisingAmt0597
IRS990/InsuranceGrp/ManagementAndGeneralAmt019209
IRS990/InsuranceGrp/ProgramServicesAmt017919
IRS990/InsuranceGrp/TotalAmt037725
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/FundraisingAmt05330
IRS990/InterestGrp/ManagementAndGeneralAmt012437
IRS990/InterestGrp/ProgramServicesAmt0159911
IRS990/InterestGrp/TotalAmt0177678
IRS990/InventoriesForSaleOrUseGrp/BOYAmt02382
IRS990/InventoriesForSaleOrUseGrp/EOYAmt01609
IRS990/InvestmentIncomeGrp/ExclusionAmt07410
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt07410
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt031
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04196293
IRS990/LandBldgEquipBasisNetGrp/BOYAmt08010253
IRS990/LandBldgEquipBasisNetGrp/EOYAmt07760202
IRS990/LandBldgEquipCostOrOtherBssAmt011956495
IRS990/LegalDomicileStateCd0CA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0true
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To ignite curious minds, awaken generous hearts and engage in a changing world.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02632078
IRS990/NetAssetsOrFundBalancesEOYAmt02942820
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt013505
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt013505
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt061210
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt061210
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt04927
IRS990/OccupancyGrp/ManagementAndGeneralAmt011497
IRS990/OccupancyGrp/ProgramServicesAmt0147814
IRS990/OccupancyGrp/TotalAmt0164238
IRS990/OfficeExpensesGrp/FundraisingAmt015084
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt038845
IRS990/OfficeExpensesGrp/ProgramServicesAmt0217888
IRS990/OfficeExpensesGrp/TotalAmt0271817
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt098560
IRS990/OtherAssetsTotalGrp/EOYAmt0734
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt022993
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt028178
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0515844
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0567015
IRS990/OtherExpensesGrp/Desc0Bank and other fees
IRS990/OtherExpensesGrp/Desc1Miscellaneous
IRS990/OtherExpensesGrp/Desc2Uncollectible debt
IRS990/OtherExpensesGrp/FundraisingAmt0283
IRS990/OtherExpensesGrp/FundraisingAmt114510
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt056755
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1730
IRS990/OtherExpensesGrp/ProgramServicesAmt08475
IRS990/OtherExpensesGrp/TotalAmt065513
IRS990/OtherExpensesGrp/TotalAmt114510
IRS990/OtherExpensesGrp/TotalAmt2730
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0Forfeited tuition
IRS990/OtherRevenueMiscGrp/Desc1Miscellaneous
IRS990/OtherRevenueMiscGrp/ExclusionAmt022495
IRS990/OtherRevenueMiscGrp/ExclusionAmt14580
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt022495

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,821,833
Liabilities
$9,879,013
Net assets
$2,942,820
Revenue
$7,904,245
Expenses
$7,593,503
Net income
$310,742
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$13.7$9.03$4.67$7.18$7.52$0.34
2024Detailed filing. Detailed filing data is available for this year.$15.1$10.1$5.01$7.83$7.32$0.51
2023Detailed filing. Detailed filing data is available for this year.$13.3$8.76$4.51$7.40$7.60$0.20
2022Detailed filing. Detailed filing data is available for this year.$13.0$8.24$4.71$9.02$7.49$1.52
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.6$8.39$3.19$7.55$6.92$0.63
2020Detailed filing. Detailed filing data is available for this year.$11.4$8.79$2.56$7.76$8.23$0.47
2019Detailed filing. Detailed filing data is available for this year.$12.4$9.37$3.03$8.11$8.06$0.05
2018Detailed filing. Detailed filing data is available for this year.$12.3$9.36$2.98$7.80$7.77$0.03
2017Detailed filing. Detailed filing data is available for this year.$12.8$9.88$2.94$7.90$7.59$0.31
2016Detailed filing. Detailed filing data is available for this year.$13.1$10.5$2.63$7.28$7.13$0.15
2015Summary only. Only limited summary data is available for this year.$13.2$10.8$2.49$6.87$6.65$0.22
2014Summary only. Only limited summary data is available for this year.$12.8$10.5$2.27$6.45$6.19$0.26
2013Summary only. Only limited summary data is available for this year.$12.6$10.6$2.01$6.20$6.58$0.38
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.9$10.5$2.39$6.05
2011Summary only. Only limited summary data is available for this year.$12.5$10.2$2.33$5.86$6.07$0.20