Civic Intelligence

Menlo School

EIN 94-3204137 • 501(c)3 • Atherton, CA

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Linked School Profile

Menlo School

Atherton, CA • private

Profile

Menlo school's mission is to empower students to explore and expand their interests, reach their fullest potential, develop the skills necessary for success in college, and become ethical, responsible, and engaged members of ever wider communities.

Refreshing map…

50 Valparaiso AvenueAtherton, CA 94027

www.menloschool.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

44th percentile

0.24x

Higher debt load relative to assets than 44% of similar nonprofits.

501(c)3 • $250M-$1B nonprofits • Source year 2024

Liabilities / Revenue

76th percentile

1.05x

Higher debt load relative to revenue than 76% of similar nonprofits.

501(c)3 • $250M-$1B nonprofits • Source year 2024

Net Margin

56th percentile

5.9%

Higher net margin than 56% of similar nonprofits.

501(c)3 • $250M-$1B nonprofits • Source year 2024

Top Officer Pay

50th percentile

$840,933

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

501(c)3 • $250M-$1B nonprofits • Source year 2024

Asset Growth

52nd percentile

6.4%

Faster asset growth than 52% of similar nonprofits.

501(c)3 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Revenue Growth

62nd percentile

13%

Faster revenue growth than 62% of similar nonprofits.

501(c)3 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets44th percentile

Using 2023 Form 990 data because the latest 2024 filing does not report standard financial totals.

Assets

Up

$320,747,000

Up $8,158,000 (+2.6%) from 2022

Liabilities

Up

$77,793,000

Up $761,000 (+1.0%) from 2022

Net Assets

Up

$242,954,000

Up $7,397,000 (+3.1%) from 2022

Operations
Liabilities / Revenue76th percentileNet Margin56th percentile

Revenue

Up

$68,110,776

Up $2,036,900 (+3.1%) from 2022

Expenses

Up

$68,173,589

Up $2,642,378 (+4.0%) from 2022

Net Income

Down

-$62,813

Down $605,478 (-112%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400M$300M$200M$100M$0Assets 2010: $167,374,698Liabilities 2010: $40,243,447Net Assets 2010: $127,131,2512010Assets 2011: $173,353,326Liabilities 2011: $36,847,868Net Assets 2011: $136,505,4582011Assets 2012: $192,338,172Liabilities 2012: $42,335,597Net Assets 2012: $150,002,5752012Assets 2013: $199,865,834Liabilities 2013: $41,998,172Net Assets 2013: $157,867,6622013Assets 2014: $207,603,947Liabilities 2014: $43,079,748Net Assets 2014: $164,524,1992014Assets 2015: $212,321,134Liabilities 2015: $46,187,994Net Assets 2015: $166,133,1402015Assets 2016: $223,453,355Liabilities 2016: $51,924,765Net Assets 2016: $171,528,5902016Assets 2017: $245,146,010Liabilities 2017: $70,030,519Net Assets 2017: $175,115,4912017Assets 2018: $256,104,466Liabilities 2018: $69,612,538Net Assets 2018: $186,491,9282018Assets 2019: $287,719,100Liabilities 2019: $72,650,659Net Assets 2019: $215,068,4412019Assets 2020: $298,844,689Liabilities 2020: $78,027,320Net Assets 2020: $220,817,3692020Assets 2021: $320,152,000Liabilities 2021: $75,408,000Net Assets 2021: $244,744,0002021Assets 2022: $312,589,000Liabilities 2022: $77,032,000Net Assets 2022: $235,557,0002022Assets 2023: $320,747,000Liabilities 2023: $77,793,000Net Assets 2023: $242,954,0002023

Latest loaded filing

2023

Assets$320,747,000
Liabilities$77,793,000
Net Assets$242,954,000
Open 2023 Filing

Operations Trend

Revenue Growth62nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100M$50M$0-$50MExpenses 2010: $34,209,4512010Expenses 2011: $37,789,9192011Expenses 2012: $38,404,4392012Expenses 2013: $40,479,9752013Revenue 2014: $42,516,837Expenses 2014: $41,985,064Net Income 2014: $531,7732014Revenue 2015: $41,722,547Expenses 2015: $43,208,185Net Income 2015: -$1,485,6382015Revenue 2016: $56,991,774Expenses 2016: $47,870,575Net Income 2016: $9,121,1992016Revenue 2017: $51,392,539Expenses 2017: $51,703,995Net Income 2017: -$311,4562017Revenue 2018: $60,945,988Expenses 2018: $52,873,553Net Income 2018: $8,072,4352018Revenue 2019: $82,076,925Expenses 2019: $55,724,350Net Income 2019: $26,352,5752019Revenue 2020: $62,974,581Expenses 2020: $58,534,279Net Income 2020: $4,440,3022020Revenue 2021: $64,317,000Expenses 2021: $60,607,000Net Income 2021: $3,710,0002021Revenue 2022: $66,073,876Expenses 2022: $65,531,211Net Income 2022: $542,6652022Revenue 2023: $68,110,776Expenses 2023: $68,173,589Net Income 2023: -$62,8132023

Latest loaded filing

2023

Revenue$68,110,776
Expenses$68,173,589
Net Income-$62,813
Open 2023 Filing

Filings

Most recent year

2024 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.
2023Summary only. Only limited summary data is available for this year.$321$77.8$243$68.1$68.2$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$313$77.0$236$66.1$65.5$0.54
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$320$75.4$245$64.3$60.6$3.71
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$299$78.0$221$63.0$58.5$4.44
2019Summary only. Only limited summary data is available for this year.$288$72.7$215$82.1$55.7$26.4
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$256$69.6$186$60.9$52.9$8.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$245$70.0$175$51.4$51.7$0.31
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$223$51.9$172$57.0$47.9$9.12
2015Detailed filing. Detailed filing data is available for this year.$212$46.2$166$41.7$43.2$1.49
2014Detailed filing. Detailed filing data is available for this year.$208$43.1$165$42.5$42.0$0.53
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$200$42.0$158$40.5
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$192$42.3$150$38.4
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$173$36.8$137$37.8
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$167$40.2$127$34.2
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 25, 2025
Return Version
2023v8.0
Mission and Program Overview

Mission

Menlo school's mission is to empower students to explore and expand their interests, reach their fullest potential, develop the skills necessary for success in college, and become ethical, responsible, and engaged members of ever wider communities.

Filing and Contact Details

Filer

Filer Name
Menlo School
EIN
94-3204137
Phone
6503302000
Address
50 VALPARAISO AVENUE, ATHERTON, CA 94027

Signing Officer

Name
Shelly Gupta
Title
CFO
Phone
6503302000
Signed
2025-04-25
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Advisors LLC
Address
1 MONTGOMERY STREET SUITE 1700, SAN FRANCISCO, CA 94104
Preparer
Roger Bulosan
Phone
4154326200
Raw XML Appendix105 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
IRS1120ScheduleD/CapitalGainNetIncomeAmt044733
IRS1120ScheduleD/NetCapitalGainAmt044733
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt044802
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt0-69
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt044802
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0-69
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt044802
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0NET UNRELATED INVESTMENT INCOME FROM PAR
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt044802
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0-69
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0NET UNRELATED INVESTMENT INCOME FROM PAR
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt0-69
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/BooksInCareOfDetail/PersonNm0SHELLY GUPTA CFO
IRS990T/BooksInCareOfDetail/PhoneNum06503302000
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt050 VALPARAISO AVENUE
IRS990T/BooksInCareOfDetail/USAddress/CityNm0ATHERTON
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd094027
IRS990T/BookValueAssetsEOYAmt0341387000
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form2220AttachedInd0X
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OtherTaxesAmt00
IRS990T/OverpaymentSection/AppliedToESTaxAmt08949
IRS990T/OverpaymentSection/OverpaymentAmt08949
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt067811
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0523000
IRS990T/PriorYearOverpaymentCreditAmt011296
IRS990TScheduleA/CapitalGainNetIncomeAmt044733
IRS990TScheduleA/NetOperatingLossDeductionAmt048711
IRS990TScheduleA/PrincipalBusinessActivityCd0523000
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalOrdinaryGainLossAmt0-28369
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt044525
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt060889
IRS990TScheduleA/TotUnrltTrdBusIncmAmt060889
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENT PURPOSES
IRS990TScheduleA/UBIBeforeNOLDedAmt060889
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt012178
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt02347
IRS990T/TaxLessCreditsAmt02347
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt011296
IRS990T/TotalTaxAmt02347
IRS990T/TotalTaxComputationAmt02347
IRS990T/TotalUBTIAmt011178
IRS990T/TotalUBTIBeforeNOLSpecificAmt012178
IRS990T/TotalUBTIBeforeSection199AAmt012178
IRS990T/TotalUBTIComputedAmt012178
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SHELLY GUPTA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum06503302000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MENLO SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0MENL
ReturnHeader/Filer/EIN0943204137
ReturnHeader/Filer/PhoneNum06503302000
ReturnHeader/Filer/USAddress/AddressLine1Txt050 VALPARAISO AVENUE
ReturnHeader/Filer/USAddress/CityNm0ATHERTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094027
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0881478669
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBIZ ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 MONTGOMERY STREET SUITE 1700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094104
ReturnHeader/PreparerPersonGrp/PhoneNum04154326200
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROGER BULOSAN
ReturnHeader/ReturnTs02025-04-29T12:25:14-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • $250M-$1B nonprofits