Civic Intelligence

Sonoma Academy

990 • Fiscal year 2015 • EIN 94-3343174

Jul 01, 2014 to Jun 30, 2015 • Filed on Mar 03, 2016

2500 Farmers LaneSanta Rosa, CA 95404

(707) 545-1770

Siviq Scores

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

Liabilities / Assets

40th percentile

0.22x

Higher debt load relative to assets than 40% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2015

Liabilities / Revenue

69th percentile

0.88x

Higher debt load relative to revenue than 69% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2015

Net Margin

65th percentile

9.6%

Higher net margin than 65% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2015

Top Officer Pay

57th percentile

$375,240

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2015

Asset Growth

37th percentile

-0.5%

Faster asset growth than 37% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2014 to 2015

Revenue Growth

9th percentile

-28%

Faster revenue growth than 9% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2014 to 2015

Assets

Down

$54,970,767

Down $253,084 (-0.5%) from 2014

Net Assets

Up

$43,129,592

Up $1,208,649 (+2.9%) from 2014

Liabilities

Down

$11,841,175

Down $1,461,733 (-11%) from 2014

Revenue

Down

$13,445,029

Down $5,206,580 (-28%) from 2014

Expenses

Down

$12,160,579

Down $181,185 (-1.5%) from 2014

Net Income

Down

$1,284,450

Down $5,025,395 (-80%) from 2014

Historical Trend

Balance Sheet Trend

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

$150M$100M$50M$0Assets 2011: $56,223,309Liabilities 2011: $26,396,687Net Assets 2011: $29,826,6222011Assets 2012: $54,660,988Liabilities 2012: $26,581,943Net Assets 2012: $28,079,0452012Assets 2013: $53,868,018Liabilities 2013: $25,983,414Net Assets 2013: $27,884,6042013Assets 2014: $55,223,851Liabilities 2014: $13,302,908Net Assets 2014: $41,920,9432014Assets 2015: $54,970,767Liabilities 2015: $11,841,175Net Assets 2015: $43,129,5922015Assets 2016: $78,657,390Liabilities 2016: $11,302,798Net Assets 2016: $67,354,5922016Assets 2017: $92,755,014Liabilities 2017: $14,199,275Net Assets 2017: $78,555,7392017Assets 2018: $97,629,604Liabilities 2018: $14,383,704Net Assets 2018: $83,245,9002018Assets 2019: $107,412,594Liabilities 2019: $11,367,040Net Assets 2019: $96,045,5542019Assets 2020: $114,404,235Liabilities 2020: $9,887,796Net Assets 2020: $104,516,4392020Assets 2021: $132,138,758Liabilities 2021: $10,550,572Net Assets 2021: $121,588,1862021Assets 2022: $118,089,263Liabilities 2022: $10,479,809Net Assets 2022: $107,609,4542022Assets 2023: $141,831,731Liabilities 2023: $27,015,777Net Assets 2023: $114,815,9542023Assets 2024: $149,802,121Liabilities 2024: $24,110,255Net Assets 2024: $125,691,8662024

Highlighted filing

2015

Assets$54,970,767
Liabilities$11,841,175
Net Assets$43,129,592

Operations Trend

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

$40M$20M$0-$20MRevenue 2011: $14,824,770Expenses 2011: $12,127,537Net Income 2011: $2,697,2332011Revenue 2012: $10,181,374Expenses 2012: $11,888,058Net Income 2012: -$1,706,6842012Revenue 2013: $11,833,365Expenses 2013: $12,196,243Net Income 2013: -$362,8782013Revenue 2014: $18,651,609Expenses 2014: $12,341,764Net Income 2014: $6,309,8452014Revenue 2015: $13,445,029Expenses 2015: $12,160,579Net Income 2015: $1,284,4502015Revenue 2016: $37,351,559Expenses 2016: $13,037,005Net Income 2016: $24,314,5542016Revenue 2017: $24,844,157Expenses 2017: $13,926,668Net Income 2017: $10,917,4892017Revenue 2018: $20,645,982Expenses 2018: $16,072,010Net Income 2018: $4,573,9722018Revenue 2019: $30,337,029Expenses 2019: $18,455,317Net Income 2019: $11,881,7122019Revenue 2020: $28,243,366Expenses 2020: $20,066,723Net Income 2020: $8,176,6432020Revenue 2021: $31,504,116Expenses 2021: $20,821,321Net Income 2021: $10,682,7952021Revenue 2022: $19,257,455Expenses 2022: $23,749,381Net Income 2022: -$4,491,9262022Revenue 2023: $27,569,123Expenses 2023: $24,761,561Net Income 2023: $2,807,5622023Revenue 2024: $32,985,904Expenses 2024: $26,141,123Net Income 2024: $6,844,7812024

Highlighted filing

2015

Revenue$13,445,029
Expenses$12,160,579
Net Income$1,284,450
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Mar 3, 2016
Return Version
2014v6.0
Gross Receipts
$13,542,415
Mission and Program Overview

Mission

Sonoma academy calls its students to be creative, ethical and committed to learning. The school nurtures inspiring teachers and students as they prepare to become leaders in a dynamic world.

To operate a coed education high school program for approximately 274 students, preparing them to enter a college or university of their choice.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$42,000,972$40,784,228▼ $1,216,744
Savings and Temporary Cash Investments$5,636,523$8,866,712▲ $3,230,189
Pledges and Grants Receivable$4,523,223$1,147,920▼ $3,375,303
Cash and Non-Interest-Bearing Accounts$64,113$993,717▲ $929,604
Intangible Assets$219,502$204,746▼ $14,756
Prepaid Expenses and Deferred Charges$96,939$109,644▲ $12,705
Accounts Receivable$3,165$9,775▲ $6,610
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-
Inventories for Sale or Use-$0-
Total Assets$55,223,851$54,970,767▼ $253,084
Other Assets Total$2,679,414$2,854,025▲ $174,611
Liabilities
Tax Exempt Bond Liabilities$9,507,902$6,882,014▼ $2,625,888
Deferred Revenue$2,680,712$3,662,914▲ $982,202
Accounts Payable and Accrued Expenses$640,928$691,775▲ $50,847
Other Liabilities$473,366$604,472▲ $131,106
Total Liabilities$13,302,908$11,841,175▼ $1,461,733
Net Assets / Fund Balance
Unrestricted Net Assets$33,831,549$37,434,136▲ $3,602,587
Temporarily Rstr Net Assets$6,185,025$3,706,508▼ $2,478,517
Permanently Rstr Net Assets$1,904,369$1,988,948▲ $84,579
Total Net Assets Fund Balance$41,920,943$43,129,592▲ $1,208,649
Total Liabilities and Net Assets / Fund Balance$55,223,851$54,970,767▼ $253,084

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$31,972,777$8,492,095$40,464,872
Land$8,400,000-$8,400,000
Equipment$361,934$1,762,955$2,124,889
Other Land Buildings$49,517$221,202$270,719
Other Assets Org$24,576--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$2,675,589$85,139▼ $15,550-$2,650,360
2013$2,241,205$91,276▲ $431,858-$2,675,589
2012$2,082,354$20,529▲ $222,348-$2,241,205
2011$2,124,921$25,917▲ $9,616-$2,082,354
2010$1,849,233$9,781▲ $337,769-$2,124,921
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Janet DurginHead of SchoolFT$345,397$29,843$375,240
Derice HogleCFOFT$176,995$25,956$202,951
Sandy StackDirector of Marketing & Enrollment-$144,917$10,430$155,347
Ellie DwightAsst. Head of School-$134,403$19,176$153,579
Bennett SmithDirector of Advancement-$126,317$23,031$149,348
David Rion--$100,143$13,631$113,774
John Durgin--$102,152$8,071$110,223
Revenue and Support

Revenue Composition

Contributions and Grants
$2,335,503
Program Service Revenue
$10,662,241
Investment Income
$88,639
Other Revenue
$358,646
All Other Contributions
$1,966,989
Change in Net Assets
$1,284,450

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Securities Publicly Traded4$28,262
Total Noncash Contributions4$28,262

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,445,029
Revenue Not Reported on Form 990
$-3,077,316
Total Revenue per Audited Statements
$10,367,713
Total Revenue per Form 990
$13,445,029
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,646,301
Other Expenses$3,512,763
Grants and Similar Amounts Paid$3,001,515
Total Fundraising Expense$477,682
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,965,749$509,756$158,853$3,634,358
Grants to Domestic Individuals$3,001,515--$3,001,515
Depreciation Depletion$1,427,995$144,813$14,884$1,587,692
Current Officers, Directors, Trustees, and Key Employees$136,403$669,309$129,317$935,029
Occupancy$417,005$42,285$4,358$463,648
Other Employee Benefits$262,815$113,660$31,492$407,967
Pension Plan Contributions$188,502$144,385$18,874$351,761
Payroll Taxes$235,294$60,848$21,044$317,186
Interest$275,192$27,907$2,870$305,969
Advertising-$205,497-$205,497
All Other Expenses$66,564$34,753$79,831$181,148
Office Expenses$133,797$21,066$9,436$164,299
Information Technology$56,215$17,049$6,079$79,343
Conferences and Meetings$64,254$13,923$644$78,821
Other Expenses$33,216$21,025-$54,241
Fees for Services Accounting-$27,300-$27,300
Fees for Services Legal-$6,663-$6,663
Total Functional Expenses$9,622,658$2,060,239$477,682$12,160,579

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$12,160,579
Expenses per Audited Statements$9,159,064
Total Expenses per Audited Statements$9,159,064
Expenses Not Reported on Financial Statements$3,001,515
Other Expense Adjustments$3,001,515
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$456,032
Fundraising Direct Expenses$97,386
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction/dinner$824,546$456,032$9,309$446,723
Total Events$824,546$456,032$97,386$358,646
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

Other Reported Liabilities

LiabilityAmount
dEFERRED COMPENSATION$604,472

Bond Issues

BondIssuerIssuedIssue PricePurpose
ACalifornia Statewide Comm2014-05-15$9,500,000School facility construction

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$9,500,000$9,500,000--

Bond Financing Compliance

No rebate due
No
Rebate not yet due
Yes
Exception to rebate
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
No
Management duties delegated
No

Governance Explanations

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

Form 990 was reviewed by the Finance Committee of the board and the return was distributed to the Board of Trustees, prior to filing.

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

The conflict of interest statements are signed by all trustees and senior administrators. They are then reviewed by the CFO. Any issues would be taken to the Executive Committee of the Board.

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

The Board of Trustees designated a compensation committee made up of five independent trustees. To set the Head of School compensation, the committee reviewed relevant compensation information from comparable schools which was obtained from the National Association of Independent Schools (NAIS). Both the process and the results are approved by the Board of Trustees. A written record of theproceedings is prepared and retained. Compensation for the CFO is proposed by the Head of School, based on comparability study and reviewed and approved by the committee.

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

The conflict of interest policy, all financial statements and required governing documents are made available upon request.

Filing and Contact Details

Filer

Filer Name
Sonoma Academy
EIN
94-3343174
Phone
7075451770
Address
2500 FARMERS LANE, SANTA ROSA, CA 95404

Signing Officer

Name
Derice Hogle
Title
CPA
Signed
2016-03-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Janet Durgin
Formed
1999
Legal Domicile
CA
Voting Board Members
20
Independent Board Members
20
Employees
128

Preparer

Firm
Bregante Company Llp Cpas
Address
330 Ignacio Blvd Suite 201, Novato, CA 94949-6036
Preparer
Kenneth A Preston
Phone
4158834262
Supplemental Narrative

Additional Explanations

Schedule I, Part III

All Scholarships are awarded as tuition assistance and credited to student accounts. No funds are disbursed to the recipients.

Financial Statement Notes

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

Tuition assistance $3001515

Raw XML AppendixShowing 400 of 771 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/BOYAmt0640928
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0691775
IRS990/AccountsReceivableGrp/BOYAmt03165
IRS990/AccountsReceivableGrp/EOYAmt09775
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO OPERATE A COED EDUCATION HIGH SCHOOL PROGRAM FOR APPROXIMATELY 274 STUDENTS, PREPARING THEM TO ENTER A COLLEGE OR UNIVERSITY OF THEIR CHOICE.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0205497
IRS990/AdvertisingGrp/TotalAmt0205497
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt01966989
IRS990/AllOtherExpensesGrp/FundraisingAmt079831
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt034753
IRS990/AllOtherExpensesGrp/ProgramServicesAmt066564
IRS990/AllOtherExpensesGrp/TotalAmt0181148
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0DERICE HOGLE
IRS990/BooksInCareOfDetail/PhoneNum07076362462
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02500 FARMERS LANE
IRS990/BooksInCareOfDetail/USAddress/CityNm0SANTA ROSA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095404
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt064113
IRS990/CashNonInterestBearingGrp/EOYAmt0993717
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt0129317
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0669309
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0136403
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0935029
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/FundraisingAmt0644
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt013923
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt064254
IRS990/ConferencesMeetingsGrp/TotalAmt078821
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt0368514
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02335503
IRS990/CYGrantsAndSimilarPaidAmt03001515
IRS990/CYInvestmentIncomeAmt088639
IRS990/CYOtherExpensesAmt03512763
IRS990/CYOtherRevenueAmt0358646
IRS990/CYProgramServiceRevenueAmt010662241
IRS990/CYRevenuesLessExpensesAmt01284450
IRS990/CYSalariesCompEmpBnftPaidAmt05646301
IRS990/CYTotalExpensesAmt012160579
IRS990/CYTotalFundraisingExpenseAmt0477682
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt013445029
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0true
IRS990/DeferredRevenueGrp/BOYAmt02680712
IRS990/DeferredRevenueGrp/EOYAmt03662914
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt014884
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0144813
IRS990/DepreciationDepletionGrp/ProgramServicesAmt01427995
IRS990/DepreciationDepletionGrp/TotalAmt01587692
IRS990/Desc0TO OPERATE A COED EDUCATION PROGRAM FOR 274 STUDENTS IN GRADES 9-12.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt0128
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt09622658
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt027300
IRS990/FeesForServicesAccountingGrp/TotalAmt027300
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt06663
IRS990/FeesForServicesLegalGrp/TotalAmt06663
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
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/AverageHoursPerWeekRltdOrgRt220.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt230.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt250.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt65.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt181.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt191.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt210.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt220.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt230.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt250.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
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/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt029843
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/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2025956
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2110430
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2219176
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2323031
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt248071
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2513631
IRS990/Form990PartVIISectionAGrp/PersonNm0JANET DURGIN
IRS990/Form990PartVIISectionAGrp/PersonNm1Katherine Jackson
IRS990/Form990PartVIISectionAGrp/PersonNm2Katherine Angell
IRS990/Form990PartVIISectionAGrp/PersonNm3Katherine Bernal Hafner
IRS990/Form990PartVIISectionAGrp/PersonNm4Terence Brown
IRS990/Form990PartVIISectionAGrp/PersonNm5David Drinkwater
IRS990/Form990PartVIISectionAGrp/PersonNm6Timothy Duncan
IRS990/Form990PartVIISectionAGrp/PersonNm7Lisa French
IRS990/Form990PartVIISectionAGrp/PersonNm8Susie Hagemeister
IRS990/Form990PartVIISectionAGrp/PersonNm9Ray Haas
IRS990/Form990PartVIISectionAGrp/PersonNm10Quincey Imhoff
IRS990/Form990PartVIISectionAGrp/PersonNm11Judithy Jordan
IRS990/Form990PartVIISectionAGrp/PersonNm12Leo Laporte
IRS990/Form990PartVIISectionAGrp/PersonNm13Nancy Lasseter
IRS990/Form990PartVIISectionAGrp/PersonNm14John Mackie
IRS990/Form990PartVIISectionAGrp/PersonNm15Victoria Nosler
IRS990/Form990PartVIISectionAGrp/PersonNm16Koerner R Rombauer
IRS990/Form990PartVIISectionAGrp/PersonNm17Bruce Spaulding
IRS990/Form990PartVIISectionAGrp/PersonNm18Katherine Tatum
IRS990/Form990PartVIISectionAGrp/PersonNm19Richard Theis
IRS990/Form990PartVIISectionAGrp/PersonNm20DERICE HOGLE
IRS990/Form990PartVIISectionAGrp/PersonNm21SANDY STACK
IRS990/Form990PartVIISectionAGrp/PersonNm22ELLIE DWIGHT
IRS990/Form990PartVIISectionAGrp/PersonNm23BENNETT SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm24JOHN DURGIN
IRS990/Form990PartVIISectionAGrp/PersonNm25DAVID RION
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0345397
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/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20176995
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21144917
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22134403
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt23126317
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt24102152
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt25100143
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/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/TitleTxt0HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
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/TitleTxt14Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt15Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt16Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt17Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt18Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt19Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt20CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt21Director of Marketing & Enrollment
IRS990/Form990PartVIISectionAGrp/TitleTxt22Asst. Head of School
IRS990/Form990PartVIISectionAGrp/TitleTxt23Director of Advancement
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01999
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt0368514
IRS990/FundraisingDirectExpensesAmt097386
IRS990/FundraisingGrossIncomeAmt0456032
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GrantAmt03001515
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt03001515
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt03001515
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt013542415
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt020
IRS990/IndivRcvdGreaterThan100KCnt07
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt06079
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt017049
IRS990/InformationTechnologyGrp/ProgramServicesAmt056215
IRS990/InformationTechnologyGrp/TotalAmt079343
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/BOYAmt0219502
IRS990/IntangibleAssetsGrp/EOYAmt0204746
IRS990/InterestGrp/FundraisingAmt02870
IRS990/InterestGrp/ManagementAndGeneralAmt027907
IRS990/InterestGrp/ProgramServicesAmt0275192
IRS990/InterestGrp/TotalAmt0305969
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt088639
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt088639
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt043
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt010476252
IRS990/LandBldgEquipBasisNetGrp/BOYAmt042000972
IRS990/LandBldgEquipBasisNetGrp/EOYAmt040784228
IRS990/LandBldgEquipCostOrOtherBssAmt051260480
IRS990/LegalDomicileStateCd0CA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SONOMA ACADEMY CALLS ITS STUDENTS TO BE CREATIVE, ETHICAL AND COMMITED TO LEARNING. THE SCHOOL NURTURES INSPIRING TEACHERS AND STUDENTS AS THEY PREPARE TO BECOME LEADERS IN A DYNAMIC WORLD.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt041920943
IRS990/NetAssetsOrFundBalancesEOYAmt043129592
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0358646
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0358646
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-75801
IRS990/NoncashContributionsAmt028262
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt04358
IRS990/OccupancyGrp/ManagementAndGeneralAmt042285
IRS990/OccupancyGrp/ProgramServicesAmt0417005
IRS990/OccupancyGrp/TotalAmt0463648
IRS990/OfficeExpensesGrp/FundraisingAmt09436
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt021066
IRS990/OfficeExpensesGrp/ProgramServicesAmt0133797
IRS990/OfficeExpensesGrp/TotalAmt0164299

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$150$24.1$126$33.0$26.1$6.84
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$142$27.0$115$27.6$24.8$2.81
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$118$10.5$108$19.3$23.7$4.49
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$132$10.6$122$31.5$20.8$10.7
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$114$9.89$105$28.2$20.1$8.18
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$107$11.4$96.0$30.3$18.5$11.9
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$97.6$14.4$83.2$20.6$16.1$4.57
2017Summary only. Only limited summary data is available for this year.$92.8$14.2$78.6$24.8$13.9$10.9
2016Summary only. Only limited summary data is available for this year.$78.7$11.3$67.4$37.4$13.0$24.3
2015Detailed filing. Detailed filing data is available for this year.$55.0$11.8$43.1$13.4$12.2$1.28
2014Summary only. Only limited summary data is available for this year.$55.2$13.3$41.9$18.7$12.3$6.31
2013Summary only. Only limited summary data is available for this year.$53.9$26.0$27.9$11.8$12.2$0.36
2012Summary only. Only limited summary data is available for this year.$54.7$26.6$28.1$10.2$11.9$1.71
2011Summary only. Only limited summary data is available for this year.$56.2$26.4$29.8$14.8$12.1$2.70
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • $50M-$100M nonprofits