Civic Intelligence

Menlo School

990T • Fiscal year 2021 • EIN 94-3204137

Jul 01, 2020 to Jun 30, 2021 • Filed on Jul 09, 2022

Organization ProfileWWW.MENLOSCHOOL.ORG

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50 Valparaiso AvenueAtherton, CA 94027

(650) 330-2000

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

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No earlier filing loaded for comparison.

Liabilities

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No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

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No earlier filing loaded for comparison.

Expenses

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No earlier filing loaded for comparison.

Net Income

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No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$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, expenses, and net income across loaded years, with this 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
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jul 9, 2022
Return Version
2020v1.3
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
Bill Silver
Title
CFO
Phone
6503302000
Signed
2022-07-09
Discuss with paid preparer
Yes

Preparer

Firm
Marcum Llp
Address
1 MONTGOMERY STREET SUITE 1700, SAN FRANCISCO, CA 94104
Preparer
Roger Bulosan
Phone
4154326200
Raw XML Appendix106 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
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IRS1120ScheduleD/Form4797GainOrLossAmt06541
IRS1120ScheduleD/NetCapitalGainAmt016031
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt016031
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt024601
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt09490
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt024601
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt09490
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0NET UNRELATED INVESTMENT INCOME FROM PAR
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt09490
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt024601
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0NET UNRELATED INVESTMENT INCOME FROM PAR
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt024601
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/BooksInCareOfDetail/PersonNm0BILL SILVER CFO
IRS990T/BooksInCareOfDetail/PhoneNum06503302001
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt050 VALPARAISO AVENUE
IRS990T/BooksInCareOfDetail/USAddress/CityNm0ATHERTON
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd094027
IRS990T/BookValueAssetsEOYAmt0320152000
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
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IRS990T/Organization501cCorporationInd0X
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IRS990T/PaidTaxLiabilityAmt00
IRS990T/PriorYearOverpaymentCreditAmt018400
IRS990TScheduleA/CapitalGainNetIncomeAmt040632
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IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-63482
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-22850
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0-22850
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENT PURPOSES
IRS990TScheduleA/UBIBeforeNOLDedAmt0-22850
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-22850
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt018400
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt0-22850
IRS990T/TotalUBTIBeforeSection199AAmt0-22850
IRS990T/TotalUBTIComputedAmt0-22850
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BILL SILVER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum06503302000
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-07-09
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/PreparerFirmGrp/PreparerFirmEIN0111986323
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARCUM LLP
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/PreparerPersonNm0ROGER BULOSAN
ReturnHeader/ReturnTs02022-07-11T15:59:44-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BILL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SILVER
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • 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
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
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