Civic Intelligence

Sonoma Academy

990 • Fiscal year 2021 • EIN 94-3343174

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

Organization ProfileWWW.SONOMAACADEMY.ORG

View Organization Page

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

26th percentile

0.08x

Higher debt load relative to assets than 26% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2021

Liabilities / Revenue

41st percentile

0.33x

Higher debt load relative to revenue than 41% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2021

Net Margin

79th percentile

34%

Higher net margin than 79% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2021

Top Officer Pay

72nd percentile

$729,133

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 2.3% of source-year revenue.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2021

Asset Growth

62nd percentile

16%

Faster asset growth than 62% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2020 to 2021

Revenue Growth

52nd percentile

12%

Faster revenue growth than 52% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$132,138,758

Up $17,734,523 (+16%) from 2020

Net Assets

Up

$121,588,186

Up $17,071,747 (+16%) from 2020

Liabilities

Up

$10,550,572

Up $662,776 (+6.7%) from 2020

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin79th percentile

Revenue

Up

$31,504,116

Up $3,260,750 (+12%) from 2020

Expenses

Up

$20,821,321

Up $754,598 (+3.8%) from 2020

Net Income

Up

$10,682,795

Up $2,506,152 (+31%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

2021

Assets$132,138,758
Liabilities$10,550,572
Net Assets$121,588,186
Open 2021 Filing

Operations Trend

Revenue Growth52nd percentile

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

2021

Revenue$31,504,116
Expenses$20,821,321
Net Income$10,682,795
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Apr 1, 2022
Return Version
2020v4.2
Gross Receipts
$89,760,114
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$61,595,151$60,063,956▼ $1,531,195
Investments in Publicly Traded Securities$31,714,544$49,747,402▲ $18,032,858
Savings and Temporary Cash Investments$1,720,916$9,719,920▲ $7,999,004
Cash and Non-Interest-Bearing Accounts$14,369,587$8,117,590▼ $6,251,997
Pledges and Grants Receivable$2,792,959$2,073,714▼ $719,245
Accounts Receivable$127,010$363,950▲ $236,940
Prepaid Expenses and Deferred Charges$301,465$317,166▲ $15,701
Receivables From Officers Etc$0$170,000▲ $170,000
Total Assets$114,404,235$132,138,758▲ $17,734,523
Other Assets Total$1,782,603$1,565,060▼ $217,543
Liabilities
Tax Exempt Bond Liabilities$5,554,757$5,418,718▼ $136,039
Deferred Revenue$1,740,864$2,885,428▲ $1,144,564
Other Liabilities$1,782,603$1,565,059▼ $217,544
Accounts Payable and Accrued Expenses$809,572$681,367▼ $128,205
Total Liabilities$9,887,796$10,550,572▲ $662,776
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$73,223,621$73,589,914▲ $366,293
Net Assets With Donor Restrictions$31,292,818$47,998,272▲ $16,705,454
Total Net Assets Fund Balance$104,516,439$121,588,186▲ $17,071,747
Total Liabilities and Net Assets / Fund Balance$114,404,235$132,138,758▲ $17,734,523

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$47,584,210$19,739,274$67,323,484
Land$8,400,000-$8,400,000
Other Land Buildings$3,636,736$1,082,634$4,719,370
Equipment$443,010$1,752,050$2,195,060

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$3,594,650$265,950▲ $1,018,590$66,456$4,812,734
2019$3,501,249-▲ $166,383$72,982$3,594,650
2018$2,924,114$150▲ $576,985-$3,501,249
2017$2,788,491$1,231▲ $245,699$111,307$2,924,114
2016$2,614,292$-59,547▲ $340,627$106,881$2,788,491
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Janet DurginFormer Head of School-$338,133$391,000$729,133
Rebecca BrownChief Operating OfficerFT$254,517$37,816$292,333
Tucker FoehlHead of SchoolFT$197,469$28,823$226,292
Kimberly EberDirector of AdvancementFT$181,154$12,681$193,835
Eleanor DwightAsst Head of SchoolFT$176,752$12,373$189,125
Sandra StackDirector of EnrollmentFT$173,123$12,119$185,242
Kelly CastanedaDean of CurriculumFT$143,578$10,050$153,628
Dorothy KowalDirector of College CouncilFT$131,830$9,228$141,058

Board Members and Trustees

NameTitle
Victoria NoslerChair
Bridget TwomeyVice-chair
Benjamin MillerTrustee
David EisemanTrustee
Katherine AngellTrustee
Katie JacksonTrustee
Mark TukmanTrustee
Mary FeltonTrustee
Nicholas FoleyTrustee
Rebecca FuetteTrustee
Steve Von RaesfeldTrustee
Tim DuncanTrustee
Tom BirdsallTrustee
Michael DimockSecretary
Chris HannaTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Quattrocchi Kwok ArchitectsArchitectural Supervision636 5TH ST, Santa Rosa, CA 95404$837,890
Dpr ConstructionConstruction945 FRONT ST, San Francisco, CA 94111$283,743
Flik Independent SchoolsFood Services2 INTERNATIONAL DRIVE, Rye Brook, NY 10573$239,270
Gaona's Custom ConcreteConstruction2158 FRANCISCO AVE, Santa Rosa, CA 95403$161,377
Bay Cities Asphalt INCConstruction21 ORINDA WAY, Orinda, CA 94563$157,600
Revenue and Support

Revenue Composition

Contributions and Grants
$14,429,955
Program Service Revenue
$15,312,995
Investment Income
$1,623,550
Other Revenue
$137,616
All Other Contributions
$14,041,116
Change in Net Assets
$10,682,795

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 Traded3$63,209Fair Market Value (FMV)
Total Noncash Contributions3$63,209-

Audited Revenue Reconciliation

Revenue per Audited Statements
$31,436,591
Revenue Not Reported on Financial Statements
$67,524
Revenue Not Reported on Form 990
$1,697,357
Other Revenue Adjustments
$-772
Total Revenue per Audited Statements
$33,133,948
Total Revenue per Form 990
$31,504,115
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$9,889,985
Other Expenses$6,239,741
Grants and Similar Amounts Paid$4,691,595
Total Fundraising Expense$727,116
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,083,324$1,716,062$469,732$7,269,118
Grants to Domestic Individuals$4,691,595--$4,691,595
Depreciation Depletion$2,397,008$207,864$26,312$2,631,184
Occupancy$762,728$67,725$8,381$838,834
Current Officers, Directors, Trustees, and Key Employees-$820,626-$820,626
Other Employee Benefits$540,273$223,408$47,238$810,919
Payroll Taxes$357,321$150,059$33,761$541,141
All Other Expenses$410,993$35,640$4,511$451,144
Pension Plan Contributions$311,697$107,091$29,393$448,181
Office Expenses$329,547$77,707$18,579$425,833
Fees for Services Legal-$300,500-$300,500
Interest$190,647$16,532$2,093$209,272
Information Technology$153,865$37,662$12,155$203,682
Fees for Services Management$66,816$99,176$16,379$182,371
Insurance$89,655$7,775$984$98,414
Advertising-$91,914-$91,914
Fees for Service Investment Mgmnt Fees-$68,296-$68,296
Conferences and Meetings$59,440$5,795$1,680$66,915
Fees for Services Accounting-$43,000-$43,000
Other Expenses$21,208$1,839$233$23,280
Total Functional Expenses$16,015,534$4,078,671$727,116$20,821,321

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$20,821,321
Total Expenses per Audited Statements$16,062,202
Expenses per Audited Statements$16,061,430
Expenses Not Reported on Financial Statements$4,759,891
Other Expense Adjustments$4,691,595
Expenses Not Reported on Form 990$772
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$137,745
Fundraising Direct Expenses$4,738
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction/dinner$526,584$137,745$3,896$133,849
Total Events$526,584$137,745$4,738$133,007
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 Officers, Directors, Trustees, and Key Employees$0$170,000▲ $170,000
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Compensation$1,565,059

Bond Issues

BondIssuerIssuedIssue PricePurpose
ACalifornia Statewide Communities Development Authority2014-05-15$9,405,000PAYOFF 2007 BONDS

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$9,405,000$9,278,481-$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 35% controlled entity
No
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 form 990 public disclosure copy was reviewed by the finance committee of the board of trustees and 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 coo. Any issues presented are be taken to the executive committee of the board of trustees, which makes a determination about any consequences.”

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
Rebecca Brown
Title
Chief Operating Officer
Phone
7075451770
Signed
2022-04-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tucker Foehl
Formed
1999
Legal Domicile
CA
Voting Board Members
16
Independent Board Members
15
Employees
159
Volunteers
21

Preparer

Firm
Hood & Strong Llp
Address
275 BATTERY STREET 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 code section 501(c)(3) and the california tax code. As of june 30, 2021, 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 -4,691,595.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Rental expenses reclassified to revenue -772.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Rental expenses reclassified to revenue 772.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Financial aid reclassified to expenses 4,691,595.”

Raw XML AppendixShowing 400 of 891 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/Form990PartVIISectionAGrp/TitleTxt0FORMER HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHIEF OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt2HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIR OF ADVANCEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4ASST HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIR OF ENROLLMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6DEAN OF CURRICULUM
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIR OF COLLEGE COUNCIL
IRS990/Form990PartVIISectionAGrp/TitleTxt8CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt10SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt11TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt22TRUSTEE
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IRS990/FSAuditedInd01
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IRS990/FundraisingDirectExpensesAmt04738
IRS990/FundraisingGrossIncomeAmt0137745
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IRS990/OccupancyGrp/ManagementAndGeneralAmt067725
IRS990/OccupancyGrp/ProgramServicesAmt0762728
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IRS990/OfficeExpensesGrp/FundraisingAmt018579
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt077707
IRS990/OfficeExpensesGrp/ProgramServicesAmt0329547
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IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
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IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0223408
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0540273
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0810919
IRS990/OtherExpensesGrp/Desc0ATHLETIC PROGRAMS

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$132,138,758
Liabilities
$10,550,572
Net assets
$121,588,186
Revenue
$31,504,116
Expenses
$20,821,321
Net income
$10,682,795
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
2021Detailed filing. Detailed filing data is available for this year.$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. 2021 filings • 501(c)3 • $100M-$250M nonprofits