Civic Intelligence

The San Francisco School

990 • Fiscal year 2018 • EIN 94-1629702

Jul 01, 2017 to Jun 30, 2018 • Filed on Mar 26, 2019

300 Gaven StreetSan Francisco, CA 94134

(415) 239-1410

Siviq Scores

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

Liabilities / Assets

65th percentile

0.38x

Higher debt load relative to assets than 65% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

77th percentile

0.83x

Higher debt load relative to revenue than 77% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

50th percentile

3.0%

Higher net margin than 50% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

89th percentile

$459,574

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 4.6% of source-year revenue.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

50th percentile

1.9%

Faster asset growth than 50% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

48th percentile

3.4%

Faster revenue growth than 48% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Assets

Up

$21,779,440

Up $400,759 (+1.9%) from 2017

Net Assets

Up

$13,490,143

Up $404,670 (+3.1%) from 2017

Liabilities

Down

$8,289,297

Down $3,911 (-0.0%) from 2017

Revenue

Up

$9,985,585

Up $329,007 (+3.4%) from 2017

Expenses

Up

$9,681,300

Up $666,358 (+7.4%) from 2017

Net Income

Down

$304,285

Down $337,351 (-53%) from 2017

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2011: $9,752,266Liabilities 2011: $1,669,446Net Assets 2011: $8,082,8202011Assets 2012: $12,150,586Liabilities 2012: $2,078,225Net Assets 2012: $10,072,3612012Assets 2013: $20,815,120Liabilities 2013: $9,720,020Net Assets 2013: $11,095,1002013Assets 2014: $21,063,289Liabilities 2014: $9,474,177Net Assets 2014: $11,589,1122014Assets 2015: $21,010,668Liabilities 2015: $9,098,003Net Assets 2015: $11,912,6652015Assets 2016: $20,740,248Liabilities 2016: $8,628,104Net Assets 2016: $12,112,1442016Assets 2017: $21,378,681Liabilities 2017: $8,293,208Net Assets 2017: $13,085,4732017Assets 2018: $21,779,440Liabilities 2018: $8,289,297Net Assets 2018: $13,490,1432018Assets 2019: $23,124,235Liabilities 2019: $8,359,258Net Assets 2019: $14,764,9772019Assets 2020: $27,542,143Liabilities 2020: $9,427,924Net Assets 2020: $18,114,2192020Assets 2021: $30,677,373Liabilities 2021: $8,831,436Net Assets 2021: $21,845,9372021Assets 2022: $28,217,432Liabilities 2022: $8,250,451Net Assets 2022: $19,966,9812022Assets 2023: $27,011,301Liabilities 2023: $7,971,441Net Assets 2023: $19,039,8602023Assets 2024: $28,451,874Liabilities 2024: $8,086,735Net Assets 2024: $20,365,1392024

Highlighted filing

2018

Assets$21,779,440
Liabilities$8,289,297
Net Assets$13,490,143

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $8,536,099Expenses 2011: $6,653,903Net Income 2011: $1,882,1962011Revenue 2012: $8,954,897Expenses 2012: $6,897,488Net Income 2012: $2,057,4092012Revenue 2013: $7,989,891Expenses 2013: $7,233,185Net Income 2013: $756,7062013Revenue 2014: $8,408,256Expenses 2014: $8,308,885Net Income 2014: $99,3712014Revenue 2015: $8,804,466Expenses 2015: $8,538,713Net Income 2015: $265,7532015Revenue 2016: $9,124,518Expenses 2016: $8,940,238Net Income 2016: $184,2802016Revenue 2017: $9,656,578Expenses 2017: $9,014,942Net Income 2017: $641,6362017Revenue 2018: $9,985,585Expenses 2018: $9,681,300Net Income 2018: $304,2852018Revenue 2019: $11,356,584Expenses 2019: $10,276,156Net Income 2019: $1,080,4282019Revenue 2020: $14,820,188Expenses 2020: $10,812,916Net Income 2020: $4,007,2722020Revenue 2021: $14,481,306Expenses 2021: $11,655,714Net Income 2021: $2,825,5922021Revenue 2022: $11,947,325Expenses 2022: $12,549,218Net Income 2022: -$601,8932022Revenue 2023: $12,660,365Expenses 2023: $13,290,417Net Income 2023: -$630,0522023Revenue 2024: $13,478,535Expenses 2024: $13,168,608Net Income 2024: $309,9272024

Highlighted filing

2018

Revenue$9,985,585
Expenses$9,681,300
Net Income$304,285
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Mar 26, 2019
Return Version
2017v2.3
Gross Receipts
$10,565,537
Mission and Program Overview

Mission

A private school that cultivates and celebrates the intellectual, imaginative, and humanitarian promise of each student in a community that practices mutual respect, embraces diversity, and inspires passion for learning.

Private school that promises to practice respect, embraces diversity, and inspire passion to learn.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$10,857,813$10,483,079▼ $374,734
Cash and Non-Interest-Bearing Accounts$3,611,516$4,064,173▲ $452,657
Investments in Publicly Traded Securities$3,926,629$4,060,908▲ $134,279
Savings and Temporary Cash Investments$2,783,507$3,019,192▲ $235,685
Prepaid Expenses and Deferred Charges$154,994$89,487▼ $65,507
Accounts Receivable$32,952$58,926▲ $25,974
Pledges and Grants Receivable$11,270$3,675▼ $7,595
Total Assets$21,378,681$21,779,440▲ $400,759
Liabilities
Mortgage Notes Payable Secured by Investment Property$4,011,625$3,907,095▼ $104,530
Deferred Revenue$3,555,440$3,658,197▲ $102,757
Accounts Payable and Accrued Expenses$703,240$724,005▲ $20,765
Other Liabilities$22,903$0▼ $22,903
Total Liabilities$8,293,208$8,289,297▼ $3,911
Net Assets / Fund Balance
Unrestricted Net Assets$10,160,686$10,394,990▲ $234,304
Permanently Rstr Net Assets$1,732,277$1,741,052▲ $8,775
Temporarily Rstr Net Assets$1,192,510$1,354,101▲ $161,591
Total Net Assets Fund Balance$13,085,473$13,490,143▲ $404,670
Total Liabilities and Net Assets / Fund Balance$21,378,681$21,779,440▲ $400,759

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$8,878,848$3,900,448$12,779,296
Equipment$525,820$1,024,060$1,549,880
Leasehold Improvements$505,418$446,580$951,998
Land$501,159-$501,159
Other Land Buildings$71,834$383,543$455,377

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$3,394,047$8,775▲ $307,104$135,000$3,574,926
2016$3,041,025$73,886▲ $409,136$130,000$3,394,047
2015$3,103,354$2,695▲ $59,976$125,000$3,041,025
2014$3,079,814$9,062▲ $131,478$117,000$3,103,354
2013$2,663,403$47,224▲ $476,194$107,007$3,079,814
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Steve MorrisHead of SchoolFT$404,358$55,216$459,574
Jeanette MooreDirector of Fin & Ops/treaFT$189,538$40,205$229,743
Jennifer Keese-powellInterim Director of AdvancementFT$124,415$51,213$175,628
Margaret WeisHead of Lower SchoolFT$123,387$18,478$141,865
Stewart DorseyActing SecretaryFT$107,158$26,216$133,374
Steve RubinDirector of TechnologyFT$115,908$9,376$125,284
Elyse WollandTeacher/board TrusteeFT$90,615$30,231$120,846
Toni RussellTeacher/board TrusteeFT$78,651$6,088$84,739
Carla MorrisTeacher/board TrusteeFT$62,250$12,058$74,308

Board Members and Trustees

NameTitle
Anne Hipskind RobertsBoard Chair (start 1/18)
Ellen FeyBoard Chair (thru 12/17)
Jeanie ChangVice Chair
Anton HonikmanBoard Trustee
Beijeet SinghBoard Trustee
Cathy ManshelBoard Trustee
Dee DesmondBoard Trustee
Enikia MorthelBoard Trustee
Fro RosquetaBoard Trustee
Gabe LucasBoard Trustee
Jessica TomlinsonBoard Trustee
Jim BustamanteBoard Trustee
Julia EellsBoard Trustee
Lora BlumBoard Trustee
Luke SprayBoard Trustee
Mina ZarghamBoard Trustee
Neal HanschBoard Trustee
Neil KayeBoard Trustee
Ruth Chang HessBoard Trustee
Steve HolmanBoard Trustee
Thor DenmarkBoard Trustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Hines ServicesMaintenance & Janitorial91 LOST LAKE LANE, Campbell, CA 95008$316,360
Revenue and Support

Revenue Composition

Contributions and Grants
$692,843
Program Service Revenue
$9,027,833
Investment Income
$238,602
Other Revenue
$26,307
All Other Contributions
$570,997
Change in Net Assets
$304,285

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 Traded6$30,977Fair Market Value
Total Noncash Contributions6$30,977-

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,985,585
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-1,012,081
Total Revenue per Audited Statements
$8,973,504
Total Revenue per Form 990
$9,985,585
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,169,635
Other Expenses$2,350,347
Grants and Similar Amounts Paid$1,112,466
Total Fundraising Expense$352,642
Professional Fundraising Fees$48,852

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,897,535$140,583$165,028$4,203,146
Grants to Domestic Individuals$1,112,466--$1,112,466
Other Employee Benefits$540,905$135,205$7,750$683,860
Current Officers, Directors, Trustees, and Key Employees$279,624$342,562$39,021$661,207
Occupancy$583,599$3,686$3,144$590,429
Depreciation Depletion$531,402$22,577$2,795$556,774
Payroll Taxes$317,896$32,596$13,614$364,106
Pension Plan Contributions$210,999$41,171$5,146$257,316
Fees for Services Other$166,098$34,473$74$200,645
Interest$194,817$1,222$1,025$197,064
Office Expenses$79,061$2,601$45,026$126,688
Conferences and Meetings$95,275$16,527$4,110$115,912
Information Technology$64,597$1,520$9,879$75,996
Insurance$60,260$11,897$294$72,451
Fees for Services Professional Fundraising--$48,852$48,852
Advertising$31,027$2,526$3,502$37,055
Fees for Services Accounting-$31,200-$31,200
All Other Expenses$12,375$4,629$1,937$18,941
Fees for Services Management-$18,879-$18,879
Fees for Services Legal-$12,409-$12,409
Other Expenses$5,816$2,175$911$8,902
Total Functional Expenses$8,469,115$859,543$352,642$9,681,300

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$9,681,300
Expenses per Audited Statements$8,568,834
Total Expenses per Audited Statements$8,568,834
Expenses Not Reported on Financial Statements$1,112,466
Other Expense Adjustments$1,112,466
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$87,895
Fundraising Direct Expenses$61,588
Professional Fundraising Fees$48,852

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Around the World$209,741$87,895-$87,895
Total Events$209,741$87,895$61,588$26,307
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Bond Issues

BondIssuerIssuedIssue PricePurpose
ACalifornia Enterprise Dev2010-12-29$4,455,000See part vi for description

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$4,362,088--$181,000

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
No
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
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, Section A, Line 6

All parents of children attending the san francisco school are considered members of the organization.

Form 990, Part VI, Section A, Line 7A

Family members of the corporation elect the fifteen (15) class a trustee seats for a three year term. The nominating committee of the board designates three (3) staff members for the class b trustee seats, and one additional class b trustee seat is the head of school. The board elects the six (6) class c trustee seats for a three year term.

Form 990, Part VI, Section A, Line 7B

Members must vote to approve (1) disposition of all or substantially all of the assets of the corporation, (2) a merger or dissolution of the corporation, and (3) any amendment to the bylaws.

Form 990, Part VI, Section B, Line 11B

The tax form 990 is drafted by san francisco school's controller in collaboration with the school's accounting firm. The completed form 990 is reviewed by the director of finance and operations, head of school, chair of finance committee and board chair. A copy of the form 990 excluding schedule b is provided to class a and class c trustees prior to the filing.

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

The san francisco school's board of trustees enforces the conflict of interest policy in the following manner: (1) board members annually review conflict of interest policy and fill out conflict of interest questionnaires (2) train new trustees on conflict of interest policy (3) start every board meeting with review of agenda and conflict check (4) review conflict of interest policy and by-laws regularly for conflict issues.

Form 990, Part VI, Section B, Line 15

Compensation to the head of school and other key management employees was benchmarked to other k-8 independent schools of similar size in the san francisco bay area. Data was used from three different sources, 1) federal form 990, 2) statistics from nais (national association of independent schools) and 3) statistics from cal-isboa (california independent schools business officers association). The class a and class c trustees approve the contract for the head of school. All other higher level employee compensation is approved by the head of school, with a review annually by a compensation committee.

Form 990, Part VI, Section C, Line 19

Governing documents, financial statements, and conflict of interest policy are all made available to the public upon request are immediately supplied for the same period of time set forth in sec. 6104(d).

Filing and Contact Details

Filer

Filer Name
The San Francisco School
EIN
94-1629702
Phone
4152391410
Address
300 GAVEN STREET, SAN FRANCISCO, CA 94134

Signing Officer

Name
Jeanette Moore
Title
Director of Finance & Ops
Phone
4152391410
Signed
2019-03-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeanette Moore
Formed
1966
Legal Domicile
CA
Voting Board Members
25
Independent Board Members
21
Employees
123
Volunteers
100

Preparer

Firm
Hood & Strong Llp
Address
275 BATTERY ST STE 900, SAN FRANCISCO, CA 94111
Preparer
Maga E Kisriev
Phone
4157810793
Supplemental Narrative

Additional Explanations

FORM 990, PART I, LINE 6:

Number of volulnteers is estimated by number parent/guardians in our community and the number of different volunteer activities we have available. We recently established a family association, which helps families identify ways to be involved. Some volunteer activities include cleaning the school at the fall work day, shelving books in the library, and helping to organize fundraising events.

Financial Statement Notes

PART V, LINE 4:

San francisco school intends to use its endowment funds towards their operating budget, teacher workshops, new library books, guest speakers, and the music program.

PART X, LINE 2:

The school is a tax exempt organization under internal revenue service code section 501(c)(3) and the california tax code. The school's current accounting policy is to evaluate uncertain tax positions. Accordingly, a loss contingency is recognized when it is probable that a liability has been incurred as of the date of the financial statements and the amount of the loss can be reasonably estimated. Management evaluated the school's tax positions and concluded that the school had maintained its tax exempt status and had taken no uncertain tax positions that required adjustment to the financial statements. Therefore, no provision or liability for income taxes has been included in the financial statements.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Financial assistance included with revenue reclassified to expenses -1,112,466.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Financial assistance included with revenue reclassified to expenses 1,112,466.

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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
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IRS990/Form990PartVIISectionAGrp/PersonNm4CARLA MORRIS
IRS990/Form990PartVIISectionAGrp/PersonNm5TONI RUSSELL
IRS990/Form990PartVIISectionAGrp/PersonNm6ELYSE WOLLAND
IRS990/Form990PartVIISectionAGrp/PersonNm7LORA BLUM
IRS990/Form990PartVIISectionAGrp/PersonNm8JIM BUSTAMANTE
IRS990/Form990PartVIISectionAGrp/PersonNm9RUTH CHANG HESS
IRS990/Form990PartVIISectionAGrp/PersonNm10THOR DENMARK
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IRS990/Form990PartVIISectionAGrp/PersonNm12JULIA EELLS
IRS990/Form990PartVIISectionAGrp/PersonNm13NEAL HANSCH
IRS990/Form990PartVIISectionAGrp/PersonNm14STEVE HOLMAN
IRS990/Form990PartVIISectionAGrp/PersonNm15ANTON HONIKMAN
IRS990/Form990PartVIISectionAGrp/PersonNm16NEIL KAYE
IRS990/Form990PartVIISectionAGrp/PersonNm17GABE LUCAS
IRS990/Form990PartVIISectionAGrp/PersonNm18CATHY MANSHEL
IRS990/Form990PartVIISectionAGrp/PersonNm19ENIKIA MORTHEL
IRS990/Form990PartVIISectionAGrp/PersonNm20FRO ROSQUETA
IRS990/Form990PartVIISectionAGrp/PersonNm21BEIJEET SINGH
IRS990/Form990PartVIISectionAGrp/PersonNm22LUKE SPRAY
IRS990/Form990PartVIISectionAGrp/PersonNm23JESSICA TOMLINSON
IRS990/Form990PartVIISectionAGrp/PersonNm24MINA ZARGHAM
IRS990/Form990PartVIISectionAGrp/PersonNm25JEANETTE MOORE
IRS990/Form990PartVIISectionAGrp/PersonNm26STEWART DORSEY
IRS990/Form990PartVIISectionAGrp/PersonNm27JENNIFER KEESE-POWELL
IRS990/Form990PartVIISectionAGrp/PersonNm28STEVE RUBIN
IRS990/Form990PartVIISectionAGrp/PersonNm29MARGARET WEIS
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt25189538
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt26107158
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt27124415
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt28115908
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt29123387
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt290
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD CHAIR (START 1/18)
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD CHAIR (THRU 12/17)
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt4TEACHER/BOARD TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TEACHER/BOARD TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TEACHER/BOARD TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18BOARD TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19BOARD TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20BOARD TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21BOARD TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt22BOARD TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt23BOARD TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt24BOARD TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR OF FIN & OPS/TREA
IRS990/Form990PartVIISectionAGrp/TitleTxt26ACTING SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt27INTERIM DIR OF ADVANCEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt28DIRECTOR OF TECHNOLOGY
IRS990/Form990PartVIISectionAGrp/TitleTxt29HEAD OF LOWER SCHOOL
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01966
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0121846
IRS990/FundraisingDirectExpensesAmt061588
IRS990/FundraisingGrossIncomeAmt087895
IRS990/GainOrLossGrp/SecuritiesAmt0184179
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt025
IRS990/GrantAmt01112466
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt01112466
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt01112466
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd01
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0702543
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IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt021
IRS990/IndivRcvdGreaterThan100KCnt06
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt09879
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01520
IRS990/InformationTechnologyGrp/ProgramServicesAmt064597
IRS990/InformationTechnologyGrp/TotalAmt075996
IRS990/InsuranceGrp/FundraisingAmt0294
IRS990/InsuranceGrp/ManagementAndGeneralAmt011897
IRS990/InsuranceGrp/ProgramServicesAmt060260
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IRS990/InterestGrp/FundraisingAmt01025
IRS990/InterestGrp/ManagementAndGeneralAmt01222
IRS990/InterestGrp/ProgramServicesAmt0194817
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt054423
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03926629
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04060908
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt062
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt05754631
IRS990/LandBldgEquipBasisNetGrp/BOYAmt010857813
IRS990/LandBldgEquipBasisNetGrp/EOYAmt010483079
IRS990/LandBldgEquipCostOrOtherBssAmt016237710
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0518364
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0A PRIVATE SCHOOL THAT CULTIVATES AND CELEBRATES THE INTELLECTUAL, IMAGINATIVE, AND HUMANITARIAN PROMISE OF EACH STUDENT IN A COMMUNITY THAT PRACTICES MUTUAL RESPECT, EMBRACES DIVERSITY, AND INSPIRES A PASSION FOR LEARNING.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt04011625
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt03907095
IRS990/NetAssetsOrFundBalancesBOYAmt013085473
IRS990/NetAssetsOrFundBalancesEOYAmt013490143
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0184179
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0184179
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt026307
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt026307
IRS990/NetUnrelatedBusTxblIncmAmt0944
IRS990/NetUnrlzdGainsLossesInvstAmt0100385
IRS990/NoncashContributionsAmt030977
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt03144

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$28.5$8.09$20.4$13.5$13.2$0.31
2023Detailed filing. Detailed filing data is available for this year.$27.0$7.97$19.0$12.7$13.3$0.63
2022Detailed filing. Detailed filing data is available for this year.$28.2$8.25$20.0$11.9$12.5$0.60
2021Detailed filing. Detailed filing data is available for this year.$30.7$8.83$21.8$14.5$11.7$2.83
2020Detailed filing. Detailed filing data is available for this year.$27.5$9.43$18.1$14.8$10.8$4.01
2019Detailed filing. Detailed filing data is available for this year.$23.1$8.36$14.8$11.4$10.3$1.08
2018Detailed filing. Detailed filing data is available for this year.$21.8$8.29$13.5$9.99$9.68$0.30
2017Detailed filing. Detailed filing data is available for this year.$21.4$8.29$13.1$9.66$9.01$0.64
2016Detailed filing. Detailed filing data is available for this year.$20.7$8.63$12.1$9.12$8.94$0.18
2015Detailed filing. Detailed filing data is available for this year.$21.0$9.10$11.9$8.80$8.54$0.27
2014Summary only. Only limited summary data is available for this year.$21.1$9.47$11.6$8.41$8.31$0.10
2013Summary only. Only limited summary data is available for this year.$20.8$9.72$11.1$7.99$7.23$0.76
2012Summary only. Only limited summary data is available for this year.$12.2$2.08$10.1$8.95$6.90$2.06
2011Summary only. Only limited summary data is available for this year.$9.75$1.67$8.08$8.54$6.65$1.88