Civic Intelligence

Crestmont School Inc.

990 • Fiscal year 2018 • EIN 94-1724056

Jul 01, 2017 to Jun 30, 2018 • Filed on Feb 06, 2019

Organization ProfileWWW.CRESTMONTSCHOOL.ORG
6226 Arlington BlvdRichmond, CA 94805

(510) 237-4164

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.53x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

64th percentile

0.20x

Higher debt load relative to revenue than 64% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

56th percentile

5.4%

Higher net margin than 56% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

67th percentile

$96,428

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 6.1% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

79th percentile

17%

Faster asset growth than 79% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

75th percentile

21%

Faster revenue growth than 75% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$586,651

Up $83,232 (+17%) from 2017

Net Assets

Up

$277,152

Up $86,245 (+45%) from 2017

Liabilities

Down

$309,499

Down $3,013 (-1.0%) from 2017

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin56th percentile

Revenue

Up

$1,572,056

Up $270,727 (+21%) from 2017

Expenses

Up

$1,487,160

Up $143,994 (+11%) from 2017

Net Income

Up

$84,896

Up $126,733 (+303%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $442,903Liabilities 2010: $249,072Net Assets 2010: $193,8312010Assets 2011: $427,431Liabilities 2011: $251,438Net Assets 2011: $175,9932011Assets 2012: $366,198Liabilities 2012: $265,969Net Assets 2012: $100,2292012Assets 2013: $418,480Liabilities 2013: $300,604Net Assets 2013: $117,8762013Assets 2014: $444,855Liabilities 2014: $299,928Net Assets 2014: $144,9272014Assets 2015: $507,809Liabilities 2015: $309,625Net Assets 2015: $198,1842015Assets 2016: $518,831Liabilities 2016: $351,397Net Assets 2016: $167,4342016Assets 2017: $503,419Liabilities 2017: $312,512Net Assets 2017: $190,9072017Assets 2018: $586,651Liabilities 2018: $309,499Net Assets 2018: $277,1522018Assets 2019: $584,376Liabilities 2019: $283,227Net Assets 2019: $301,1492019Assets 2020: $800,051Liabilities 2020: $430,632Net Assets 2020: $369,4192020Assets 2021: $851,476Liabilities 2021: $508,717Net Assets 2021: $342,7592021Assets 2022: $1,389,055Liabilities 2022: $780,035Net Assets 2022: $609,0202022Assets 2023: $806,573Liabilities 2023: $233,362Net Assets 2023: $573,2112023Assets 2024: $708,094Liabilities 2024: $219,174Net Assets 2024: $488,9202024

Highlighted filing

2018

Assets$586,651
Liabilities$309,499
Net Assets$277,152
Open 2018 Filing

Operations Trend

Revenue Growth75th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $604,1742010Revenue 2011: $617,555Expenses 2011: $635,086Net Income 2011: -$17,5312011Expenses 2012: $656,2632012Expenses 2013: $655,5332013Revenue 2014: $777,501Expenses 2014: $751,670Net Income 2014: $25,8312014Revenue 2015: $896,953Expenses 2015: $846,360Net Income 2015: $50,5932015Revenue 2016: $930,868Expenses 2016: $965,195Net Income 2016: -$34,3272016Revenue 2017: $1,301,329Expenses 2017: $1,343,166Net Income 2017: -$41,8372017Revenue 2018: $1,572,056Expenses 2018: $1,487,160Net Income 2018: $84,8962018Revenue 2019: $1,567,651Expenses 2019: $1,545,534Net Income 2019: $22,1172019Revenue 2020: $1,622,757Expenses 2020: $1,510,617Net Income 2020: $112,1402020Revenue 2021: $1,628,943Expenses 2021: $1,587,965Net Income 2021: $40,9782021Revenue 2022: $1,776,052Expenses 2022: $1,504,638Net Income 2022: $271,4142022Revenue 2023: $1,463,391Expenses 2023: $1,487,096Net Income 2023: -$23,7052023Revenue 2024: $1,428,202Expenses 2024: $1,507,694Net Income 2024: -$79,4922024

Highlighted filing

2018

Revenue$1,572,056
Expenses$1,487,160
Net Income$84,896
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Feb 6, 2019
Return Version
2017v2.3
Gross Receipts
$1,666,330
Mission and Program Overview

Mission

To inspire children to be changemakers by cultivating a learning environment where students become critical and creative thinkers, skillful collaborators, and courageous, compassionate citizens.

To inspire children to be changemakers through a cultivating learning environment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$210,456$263,036▲ $52,580
Cash and Non-Interest-Bearing Accounts$132,682$153,586▲ $20,904
Land, Buildings, and Equipment, Net$83,968$96,616▲ $12,648
Accounts Receivable$62,907$67,889▲ $4,982
Prepaid Expenses and Deferred Charges$11,470$4,580▼ $6,890
Total Assets$503,419$586,651▲ $83,232
Other Assets Total$1,936$944▼ $992
Liabilities
Deferred Revenue$285,095$283,845▼ $1,250
Accounts Payable and Accrued Expenses$27,417$25,654▼ $1,763
Total Liabilities$312,512$309,499▼ $3,013
Net Assets / Fund Balance
Unrestricted Net Assets$184,428$233,557▲ $49,129
Temporarily Rstr Net Assets$6,479$43,595▲ $37,116
Total Net Assets Fund Balance$190,907$277,152▲ $86,245
Total Liabilities and Net Assets / Fund Balance$503,419$586,651▲ $83,232

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$74,547$120,756$195,303
Buildings$22,069$28,425$50,494
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dianne DriscollExecutive DirectorFT$84,170$12,258$96,428
Lisa RaffelSchool DirectorFT$57,510-$57,510
Shakira KingFinance DirectorPT$45,833-$45,833
Meilan Carter-gilkeyAdmissionsPT$1,700-$1,700
Alyson BrownVice PresidentPT$1,700-$1,700
Adam EdgellSecretary-$1,700-$1,700
Jill SchneiderFinance-$1,700-$1,700
Anne-marie Soltero WalkerMembership-$1,700-$1,700
Jennifer BellMaintenance-$853-$853
Marco BarozPresidentPT$685-$685
Jay MoritzMaintenance-$213-$213

Board Members and Trustees

NameTitle
Nancy ChoDevelopment
Ryan GatesDevelopment
Celeste De La RosaPersonnel (7/1/17 - 10/15/17)
Laura ThomasSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$160,964
Program Service Revenue
$1,397,336
Investment Income
$-997
Other Revenue
$14,753
All Other Contributions
$58,107
Change in Net Assets
$84,896
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$952,968
Other Expenses$322,045
Grants and Similar Amounts Paid$212,147
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$647,314--$647,314
Grants to Domestic Individuals$210,482--$210,482
Current Officers, Directors, Trustees, and Key Employees$50,063$115,190-$165,253
Occupancy$107,770$12,057-$119,827
Payroll Taxes$64,779$10,700-$75,479
Fees for Services Other$70,785$407-$71,192
Other Employee Benefits$59,236$5,686-$64,922
Insurance$12,196$9,144-$21,340
All Other Expenses$8,147$2,816-$10,963
Depreciation Depletion$10,959--$10,959
Fees for Services Accounting-$10,817-$10,817
Office Expenses-$10,288-$10,288
Information Technology$5,432--$5,432
Advertising$4,158--$4,158
Other Expenses$3,139$13,742-$3,139
Grants to Domestic Orgs$1,665--$1,665
Fees for Services Legal-$1,121-$1,121
Travel-$3-$3
Total Functional Expenses$1,295,189$191,971$0$1,487,160
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$41,838
Fundraising Direct Expenses$31,091
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Hot Lunch$25,663$25,663-$25,663
Online Auction$18,859-$1,418-
Total Events$44,522$25,663$19,946$5,717
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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, Section A, Line 2

“Co-secretaries laura thomas and adam edgell are married.”

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

“A copy of form 990 is provided to the board of directors for approval prior to filing.”

Form 990, Part VI, Section B, Line 15

“The compensation committee determines officer compensation subsequent to the establishment of the school year's tuition rate. The compensation committee consists of the head of school, president, finance chair, and the finance and human resource director.”

Form 990, Part VI, Section C, Line 18

“Form 990 is available to the public upon request.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy, and financial statements are avaiable to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Crestmont School
EIN
94-1724056
Phone
5102374164
Address
6226 ARLINGTON BLVD, RICHMOND, CA 94805

Signing Officer

Name
Shakira King
Title
Finance Director
Phone
5102374164
Signed
2019-02-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marco Baroz
Formed
1975
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
7
Employees
40
Volunteers
45

Preparer

Firm
Boman Accounting Group Inc
Address
20 UNION AVENUE, CAMPBELL, CA 95008
Preparer
Lynda R Boman CPA
Phone
4088662004
Raw XML AppendixShowing 400 of 495 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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IRS990/Desc0CRESTMONT SCHOOL IS A COOPERATIVE K-8 ELEMENTARY SCHOOL LOCATED IN THE SCENIC HILLS OF RICHMOND, CALIFORNIA. IT WAS FOUNDED IN 1969 WITH THE GOAL OF CREATING AN ENVIRONMENT THAT ENCOURAGES CURIOSITY, CRITICAL THINKING, COMMUNITY SPIRIT, AND ACADEMIC EXCELLENCE FOR CHILDREN OF ALL BACKGROUNDS. CRESTMONT SCHOOL IS A MEMBER OF THE EAST BAY INDEPENDENT SCHOOLS ASSOCIATION (EBISA)CRESTMONT HAS FIVE CLASSES: KINDERGARTEN, FIRST GRADE, SECOND/THIRD GRADES, AND FOURTH/FIFTH GRADES. EACH CLASS HAS A CREDENTIALED LEAD TEACHER AND AN AIDE. WE HAVE FOUR SPECIALTY TEACHERS IN THE FOLLOWING AREAS: SCIENCE, MUSIC, PHYSICAL EDUCATION, AND SPANISH, AS WELL AS A PART-TIME LEARNING SPECIALIST.IN 2017-18 CRESTMONT EXPANDED TO A K-6 GRADE WITH PLANS TO EXPAND TO A FULL MIDDLE SCHOOL BY THE START OF THE 19-20 SCHOOL YEAR BY OFFERING GRADES K-8. CRESTMONT CURRENTLY HAS APPROXIMATELY 80 STUDENTS. WE OFFER 18-20% FINANCIAL AID TO 40% OF OUR FAMILIES.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7MAINTENANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt8MAINTENANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt9ADMISSIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt10PERSONNEL (7/1/17 - 10/15/17)
IRS990/Form990PartVIISectionAGrp/TitleTxt11MEMBERSHIP
IRS990/Form990PartVIISectionAGrp/TitleTxt12SCHOOL DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13FINANCE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14EXECUTIVE DIRECTOR
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IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0210482
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01665
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01665
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt061965
IRS990/GrossReceiptsAmt01666330
IRS990/GrossSalesOfInventoryAmt01861
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt05432
IRS990/InformationTechnologyGrp/TotalAmt05432
IRS990/InsuranceGrp/ManagementAndGeneralAmt09144
IRS990/InsuranceGrp/ProgramServicesAmt012196
IRS990/InsuranceGrp/TotalAmt021340
IRS990/InvestmentIncomeGrp/ExclusionAmt0221
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0221
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0149181
IRS990/LandBldgEquipBasisNetGrp/BOYAmt083968
IRS990/LandBldgEquipBasisNetGrp/EOYAmt096616
IRS990/LandBldgEquipCostOrOtherBssAmt0245797
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt063183
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO INSPIRE CHILDREN TO BE CHANGEMAKERS BY CULTIVATING A LEARNING ENVIRONMENT WHERE STUDENTS BECOME CRITICAL AND CREATIVE THINKERS, SKILLFUL COLLABORATORS, AND COURAGEOUS, COMPASSIONATE CITIZENS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0190907
IRS990/NetAssetsOrFundBalancesEOYAmt0277152
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-1218
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-1218
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt010747
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt010747
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt01861
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt01861
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01349
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt012057
IRS990/OccupancyGrp/ProgramServicesAmt0107770
IRS990/OccupancyGrp/TotalAmt0119827
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt010288
IRS990/OfficeExpensesGrp/TotalAmt010288
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01936
IRS990/OtherAssetsTotalGrp/EOYAmt0944
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt05686
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt059236
IRS990/OtherEmployeeBenefitsGrp/TotalAmt064922
IRS990/OtherExpensesGrp/Desc0MEMBERSHIP ACTIVITIES
IRS990/OtherExpensesGrp/Desc1EDUCATIONAL MATERIALS
IRS990/OtherExpensesGrp/Desc2FIELD TRIPS
IRS990/OtherExpensesGrp/Desc3EXTENDED CARE PROGRAMS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt013742
IRS990/OtherExpensesGrp/ProgramServicesAmt06136
IRS990/OtherExpensesGrp/ProgramServicesAmt119551
IRS990/OtherExpensesGrp/ProgramServicesAmt213377
IRS990/OtherExpensesGrp/ProgramServicesAmt33139
IRS990/OtherExpensesGrp/TotalAmt019878
IRS990/OtherExpensesGrp/TotalAmt119551
IRS990/OtherExpensesGrp/TotalAmt213377
IRS990/OtherExpensesGrp/TotalAmt33139
IRS990/OtherRevenueMiscGrp/BusinessCd0611710
IRS990/OtherRevenueMiscGrp/Desc0FLEA MARKET INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02145
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02145
IRS990/OtherRevenueTotalAmt02145
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0647314
IRS990/OtherSalariesAndWagesGrp/TotalAmt0647314
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt010700
IRS990/PayrollTaxesGrp/ProgramServicesAmt064779
IRS990/PayrollTaxesGrp/TotalAmt075479
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt011470
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04580
IRS990/PrincipalOfficerNm0MARCO BAROZ
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0ACADEMIC PROGRAM
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01397336
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01397336
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0124618
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0167560
IRS990/PYInvestmentIncomeAmt0-139
IRS990/PYOtherExpensesAmt0318939
IRS990/PYOtherRevenueAmt016299
IRS990/PYProgramServiceRevenueAmt01160551
IRS990/PYRevenuesLessExpensesAmt0-41837
IRS990/PYSalariesCompEmpBnftPaidAmt0856667
IRS990/PYTotalExpensesAmt01343166
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01301329
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt084896
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01401342
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0210456
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0263036
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt022069
IRS990ScheduleD/BuildingsGrp/DepreciationAmt028425
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt050494
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt074547
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0120756
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0195303
IRS990ScheduleD/TotalBookValueLandBuildingsAmt096616
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0PUBLISHED IN LOCAL NEWSPAPERS AND INCLUDED IN ALL ENROLLMENT BROCHURES.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt018859
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt018859
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt019946
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0HOT LUNCH
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0ONLINE AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt018528
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt018528
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt025663
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt018859
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt044522
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt025663
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt025663
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt05717
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01418
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01418
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0210482
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0FINANCIAL AID
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt034
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0FAMILIES FILE ALL OF THE DOCUMENTATION REQUIRED FOR FINANCIAL AID THROUGH SSSBYNAIS (SCHOOL AND STUDENT SERVICES) AN ONLINE PROGRAM THAT ASKS FOR THE FAMILIES RECENT TAX RETURN AND W-2 FORMS. THIS INFORMATION IS THEN TAKEN AND COMPILED BY SSS AND PROVIDE OUR SCHOOL A RECOMMENDATION OF AFFORDABILITY BASED ON PROVIDED INFORMATION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CO-SECRETARIES LAURA THOMAS AND ADAM EDGELL ARE MARRIED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS FOR APPROVAL PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE COMPENSATION COMMITTEE DETERMINES OFFICER COMPENSATION SUBSEQUENT TO THE ESTABLISHMENT OF THE SCHOOL YEAR'S TUITION RATE. THE COMPENSATION COMMITTEE CONSISTS OF THE HEAD OF SCHOOL, PRESIDENT, FINANCE CHAIR, AND THE FINANCE AND HUMAN RESOURCE DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 IS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAIABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$586,651
Liabilities
$309,499
Net assets
$277,152
Revenue
$1,572,056
Expenses
$1,487,160
Net income
$84,896
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.71$0.22$0.49$1.43$1.51$0.08
2023Detailed filing. Detailed filing data is available for this year.$0.81$0.23$0.57$1.46$1.49$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.39$0.78$0.61$1.78$1.50$0.27
2021Detailed filing. Detailed filing data is available for this year.$0.85$0.51$0.34$1.63$1.59$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.80$0.43$0.37$1.62$1.51$0.11
2019Detailed filing. Detailed filing data is available for this year.$0.58$0.28$0.30$1.57$1.55$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.59$0.31$0.28$1.57$1.49$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.50$0.31$0.19$1.30$1.34$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.52$0.35$0.17$0.93$0.97$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.51$0.31$0.20$0.90$0.85$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.44$0.30$0.14$0.78$0.75$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$0.30$0.12$0.66
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.27$0.10$0.66
2011Summary only. Only limited summary data is available for this year.$0.43$0.25$0.18$0.62$0.64$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.44$0.25$0.19$0.60