Civic Intelligence

Sonoma Academy

990 • Fiscal year 2018 • EIN 94-3343174

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

2500 Farmers LaneSanta Rosa, CA 95404

(707) 545-1770

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$97,629,604

Flat from 2018

Net Assets

Flat

$83,245,900

Flat from 2018

Liabilities

Flat

$14,383,704

Flat from 2018

Revenue And Expenses

Revenue

Flat

$20,645,982

Flat from 2018

Expenses

Flat

$16,072,010

Flat from 2018

Net Income

Flat

$4,573,972

Flat from 2018

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 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

2018

Assets$97,629,604
Liabilities$14,383,704
Net Assets$83,245,900

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 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

2018

Revenue$20,645,982
Expenses$16,072,010
Net Income$4,573,972
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Apr 30, 2019
Return Version
2017v2.3
Gross Receipts
$20,837,521
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 and prepare students to enter a college of their choice.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$56,251,749$64,282,935▲ $8,031,186
Savings and Temporary Cash Investments$19,492,668$15,528,700▼ $3,963,968
Cash and Non-Interest-Bearing Accounts$4,199,236$6,157,728▲ $1,958,492
Investments in Publicly Traded Securities$2,788,492$5,925,345▲ $3,136,853
Pledges and Grants Receivable$6,866,885$4,320,281▼ $2,546,604
Prepaid Expenses and Deferred Charges$1,203,364$1,279,607▲ $76,243
Intangible Assets$175,233$0▼ $175,233
Accounts Receivable$1,777,387$135,008▼ $1,642,379
Total Assets$92,755,014$97,629,604▲ $4,874,590
Liabilities
Tax Exempt Bond Liabilities$6,105,579$5,810,100▼ $295,479
Deferred Revenue$4,766,506$5,342,017▲ $575,511
Accounts Payable and Accrued Expenses$2,242,019$2,025,777▼ $216,242
Other Liabilities$1,085,171$1,205,810▲ $120,639
Total Liabilities$14,199,275$14,383,704▲ $184,429
Net Assets / Fund Balance
Unrestricted Net Assets$39,952,111$76,284,912▲ $36,332,801
Temporarily Rstr Net Assets$36,657,478$5,013,607▼ $31,643,871
Permanently Rstr Net Assets$1,946,150$1,947,381▲ $1,231
Total Net Assets Fund Balance$78,555,739$83,245,900▲ $4,690,161
Total Liabilities and Net Assets / Fund Balance$92,755,014$97,629,604▲ $4,874,590

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$53,579,647$12,989,151$66,568,798
Land$8,400,000-$8,400,000
Equipment$777,134$1,464,634$2,241,768
Other Land Buildings$1,526,154$573,234$2,099,388

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$2,788,491$1,231▲ $245,699-$2,924,114
2016$2,614,292$-59,547▲ $340,627-$2,788,491
2015$2,650,360$941▼ $37,009-$2,614,292
2014$2,675,589$85,139▼ $15,550-$2,650,360
2013$2,241,205$91,276▲ $431,858-$2,675,589
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Janet DurginHead of SchoolFT$300,000$99,762$399,762
Derice HogleCFO (thru 12/2017)FT$213,067$20,915$233,982
Sandy StackDirector of AdmissionsFT$168,222$17,776$185,998
Eleanor DwightAssoc Head of SchoolFT$146,209$16,235$162,444
Bennett SmithAdvancement DirectorFT$140,695$15,849$156,544
David RionDirector of College CounselingFT$119,158$14,341$133,499
John DurginDirector of ConnectionsFT$108,863$13,620$122,483
Summar AubreyDean of StudentsFT$107,036$13,493$120,529
Lauren BedellCFO (starting 8/2017)FT$80,174$5,414$85,588

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Xl ConstructionConstruction Services851 BUCKEYE CT, Milpitas, CA 95035$10,490,414
Wrns StudioArchitectural Design501 SECOND ST, San Francisco, CA 94107$338,729
SymbiosLandscape Service1720 COOPER RD, Sebastopol, CA 95472$313,784
One WorkplaceDesign Services2500 DE LA CRUZ BLVD, Santa Clara, CA 95050$273,603
Flik Independent Schools DiningFood Services2 INTERNATIONAL DRIVE, Rye Brook, NY 10573$166,905
Revenue and Support

Revenue Composition

Contributions and Grants
$6,498,137
Program Service Revenue
$13,624,156
Investment Income
$328,446
Other Revenue
$195,243
All Other Contributions
$5,906,637
Change in Net Assets
$4,573,972

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 Traded2$57,128Fair Market Value (FMV)
Total Noncash Contributions2$57,128-

Audited Revenue Reconciliation

Revenue per Audited Statements
$20,645,982
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-3,443,136
Total Revenue per Audited Statements
$17,202,846
Total Revenue per Form 990
$20,645,982
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$7,067,442
Other Expenses$5,445,243
Grants and Similar Amounts Paid$3,559,325
Total Fundraising Expense$551,206
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,919,244$673,148$332,947$4,925,339
Grants to Domestic Individuals$3,559,325--$3,559,325
Depreciation Depletion$1,947,013$168,841$21,372$2,137,226
Current Officers, Directors, Trustees, and Key Employees-$804,046-$804,046
Occupancy$492,524$42,711$5,406$540,641
Pension Plan Contributions$252,044$226,475$20,844$499,363
Other Employee Benefits$310,378$95,140$21,603$427,121
Payroll Taxes$304,843$81,603$25,127$411,573
Interest$204,923$17,771$2,250$224,944
Other Expenses$220,621$33,512$4,242$220,621
Advertising$768$205,778-$206,546
Office Expenses$17,197$131,382$26,528$175,107
Fees for Services Other$2,060$51,281$77,618$130,959
Conferences and Meetings$93,822$18,362$969$113,153
Information Technology$65,254$27,372$10,913$103,539
All Other Expenses$73,010$27,723$802$101,535
Insurance$53,316$4,623$585$58,524
Fees for Services Accounting-$28,800-$28,800
Fees for Services Legal-$24,369-$24,369
Total Functional Expenses$12,857,867$2,662,937$551,206$16,072,010

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$16,072,010
Expenses per Audited Statements$12,512,685
Total Expenses per Audited Statements$12,512,685
Expenses Not Reported on Financial Statements$3,559,325
Other Expense Adjustments$3,559,325
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$329,478
Fundraising Direct Expenses$134,235
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction/dinner$920,978$329,478$95,794$233,684
Total Events$920,978$329,478$134,235$195,243
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Compensation$1,205,810

Bond Issues

BondIssuerIssuedIssue PricePurpose
ACalifornia Statewide Communities Development Authority2014-05-15$9,500,000PAYOFF 2007 BONDS

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$9,405,000$9,500,000-$126,519

Bond Financing Compliance

No rebate due
No
Rebate not yet due
Yes
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
Yes
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, Section B, Line 11B

The draft form 990 was presented to the finance committee of the board by the tax preparer with the cfo and head of school at an in-person meeting. At this meeting, questions are addressed and changes are incorporated. The final draft form 990 is provided to the full board of trustees prior to filing.

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

The conflict of interest statements are signed by all trustees and senior administrators (key employees). They are then reviewed by the cfo. Any issues presented would be taken to the executive committee of the board of trustees.

Form 990, Part VI, Section B, Line 15

The board of trustees determines executive compensation by reviewing relevant compensation data from comparable schools obtained through the national association of independent schools (nais). Both the process and the result are approved by the board and a written record of the proceedings is prepared and maintained.

Form 990, Part VI, Section C, Line 19

The conflict of interest policy, all financial statements and required governing documents are made available upon request for the same period of time set forth in sec 6104(d).

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
Janet Durgin
Title
Head of School
Phone
7075451770
Signed
2019-04-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Janet Durgin
Formed
1999
Legal Domicile
CA
Voting Board Members
19
Independent Board Members
18
Employees
160
Volunteers
45

Preparer

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

Financial Statement Notes

PART V, LINE 4:

The school's class term endowments created by each graduating class are held for a period of 10 years, where there are to be no withdrawals so that the initial balance can grow.

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. As of june 30, 2018, 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 aid reclassified to expenses -3,559,325.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Financial aid reclassified to expenses 3,559,325.

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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/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
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/OtherCompensationAmt1827000
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1920915
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt205414
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2117776
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2216235
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2315849
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2414341
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2513620
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2613493
IRS990/Form990PartVIISectionAGrp/PersonNm0TORY NOSLER
IRS990/Form990PartVIISectionAGrp/PersonNm1RICHARD THEIS
IRS990/Form990PartVIISectionAGrp/PersonNm2NANCY LASSETER
IRS990/Form990PartVIISectionAGrp/PersonNm3DAVID DUNCAN
IRS990/Form990PartVIISectionAGrp/PersonNm4KATHARINE ANGELL
IRS990/Form990PartVIISectionAGrp/PersonNm5KATHERINE BERNAL HAFNER
IRS990/Form990PartVIISectionAGrp/PersonNm6TERENCE BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm7LISA CORT
IRS990/Form990PartVIISectionAGrp/PersonNm8SUSIE HAGEMEISTER
IRS990/Form990PartVIISectionAGrp/PersonNm9QUINCY IMHOFF
IRS990/Form990PartVIISectionAGrp/PersonNm10KATHERINE JACKSON
IRS990/Form990PartVIISectionAGrp/PersonNm11RICHARD TRIOLO
IRS990/Form990PartVIISectionAGrp/PersonNm12MARK TUKMAN
IRS990/Form990PartVIISectionAGrp/PersonNm13BRIDGET TWOMEY
IRS990/Form990PartVIISectionAGrp/PersonNm14DAVID EISEMAN
IRS990/Form990PartVIISectionAGrp/PersonNm15TOM BIRDSALL
IRS990/Form990PartVIISectionAGrp/PersonNm16MICHAEL DIMOCK
IRS990/Form990PartVIISectionAGrp/PersonNm17CHRIS HANNA
IRS990/Form990PartVIISectionAGrp/PersonNm18JANET DURGIN
IRS990/Form990PartVIISectionAGrp/PersonNm19DERICE HOGLE
IRS990/Form990PartVIISectionAGrp/PersonNm20LAUREN BEDELL
IRS990/Form990PartVIISectionAGrp/PersonNm21SANDY STACK
IRS990/Form990PartVIISectionAGrp/PersonNm22ELEANOR DWIGHT
IRS990/Form990PartVIISectionAGrp/PersonNm23BENNETT SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm24DAVID RION
IRS990/Form990PartVIISectionAGrp/PersonNm25JOHN DURGIN
IRS990/Form990PartVIISectionAGrp/PersonNm26SUMMAR AUBREY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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/ReportableCompFromOrgAmt18372762
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19213067
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2080174
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21168222
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22146209
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt23140695
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt24119158
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt25108863
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt26107036
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/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
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/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt19CFO (THRU 12/2017)
IRS990/Form990PartVIISectionAGrp/TitleTxt20CFO (STARTING 8/2017)
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR OF ADMISSIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt22ASSOC HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt23ADVANCEMENT DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIR OF COLLEGE COUNSELING
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIR OF CONNECTIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt26DEAN OF STUDENTS
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01999
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0591500
IRS990/FundraisingDirectExpensesAmt0134235
IRS990/FundraisingGrossIncomeAmt0329478
IRS990/GainOrLossGrp/OtherAmt0-367
IRS990/GainOrLossGrp/SecuritiesAmt0191
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt019
IRS990/GrantAmt03559325
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt03559325
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt03559325
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt057128
IRS990/GrossReceiptsAmt020837521
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt018
IRS990/IndivRcvdGreaterThan100KCnt012
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt010913
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt027372
IRS990/InformationTechnologyGrp/ProgramServicesAmt065254
IRS990/InformationTechnologyGrp/TotalAmt0103539
IRS990/InsuranceGrp/FundraisingAmt0585
IRS990/InsuranceGrp/ManagementAndGeneralAmt04623
IRS990/InsuranceGrp/ProgramServicesAmt053316
IRS990/InsuranceGrp/TotalAmt058524
IRS990/IntangibleAssetsGrp/BOYAmt0175233
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/FundraisingAmt02250
IRS990/InterestGrp/ManagementAndGeneralAmt017771
IRS990/InterestGrp/ProgramServicesAmt0204923
IRS990/InterestGrp/TotalAmt0224944
IRS990/InvestmentIncomeGrp/ExclusionAmt0328622
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0328622
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02788492
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05925345
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt050
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt015027019
IRS990/LandBldgEquipBasisNetGrp/BOYAmt056251749
IRS990/LandBldgEquipBasisNetGrp/EOYAmt064282935
IRS990/LandBldgEquipCostOrOtherBssAmt079309954
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0367
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt056937
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SONOMA 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt078555739
IRS990/NetAssetsOrFundBalancesEOYAmt083245900
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-176
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-176
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0195243
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0195243
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0116189
IRS990/NoncashContributionsAmt057128

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
2018Detailed filing. Detailed filing data is available for this year.$97.6$14.4$83.2$20.6$16.1$4.57
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