Civic Intelligence

Laguna Blanca School

990 • Fiscal year 2018 • EIN 95-1641448

Jul 01, 2017 to Jun 30, 2018 • Filed on Feb 05, 2019

Organization ProfileWWW.LAGUNABLANCA.ORG

View Organization Page

4125 Paloma DriveSanta Barbara, CA 93110

(805) 687-1752

Siviq Scores

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

Liabilities / Assets

69th percentile

0.44x

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

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

75th percentile

0.77x

Higher debt load relative to revenue than 75% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

29th percentile

-1.6%

Higher net margin than 29% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

61st percentile

$209,346

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

8th percentile

-12%

Faster asset growth than 8% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

59th percentile

7.1%

Faster revenue growth than 59% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets69th percentile

Assets

Down

$23,505,728

Down $3,072,300 (-12%) from 2017

Net Assets

Down

$13,186,481

Down $112,401 (-0.8%) from 2017

Liabilities

Down

$10,319,247

Down $2,959,899 (-22%) from 2017

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin29th percentile

Revenue

Up

$13,388,569

Up $885,224 (+7.1%) from 2017

Expenses

Up

$13,603,943

Up $953,501 (+7.5%) from 2017

Net Income

Down

-$215,374

Down $68,277 (-46%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$60M$40M$20M$0Assets 2011: $20,755,030Liabilities 2011: $7,885,293Net Assets 2011: $12,869,7372011Assets 2012: $21,305,845Liabilities 2012: $8,188,003Net Assets 2012: $13,117,8422012Assets 2013: $22,145,007Liabilities 2013: $8,003,834Net Assets 2013: $14,141,1732013Assets 2014: $22,598,343Liabilities 2014: $7,751,373Net Assets 2014: $14,846,9702014Assets 2015: $22,969,327Liabilities 2015: $8,487,478Net Assets 2015: $14,481,8492015Assets 2016: $21,827,038Liabilities 2016: $8,256,449Net Assets 2016: $13,570,5892016Assets 2017: $26,578,028Liabilities 2017: $13,279,146Net Assets 2017: $13,298,8822017Assets 2018: $23,505,728Liabilities 2018: $10,319,247Net Assets 2018: $13,186,4812018Assets 2019: $23,590,198Liabilities 2019: $9,808,275Net Assets 2019: $13,781,9232019Assets 2020: $27,098,339Liabilities 2020: $11,866,456Net Assets 2020: $15,231,8832020Assets 2021: $39,260,956Liabilities 2021: $20,858,858Net Assets 2021: $18,402,0982021Assets 2022: $35,057,599Liabilities 2022: $16,076,756Net Assets 2022: $18,980,8432022Assets 2023: $39,284,892Liabilities 2023: $16,428,421Net Assets 2023: $22,856,4712023Assets 2025: $43,341,102Liabilities 2025: $17,101,953Net Assets 2025: $26,239,1492025

Highlighted filing

2018

Assets$23,505,728
Liabilities$10,319,247
Net Assets$13,186,481
Open 2018 Filing

Operations Trend

Revenue Growth59th percentile

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

$30M$20M$10M$0-$10MExpenses 2011: $11,181,5542011Expenses 2012: $10,022,4612012Expenses 2013: $10,494,3422013Revenue 2014: $10,601,553Expenses 2014: $10,819,948Net Income 2014: -$218,3952014Revenue 2015: $12,193,826Expenses 2015: $12,245,198Net Income 2015: -$51,3722015Revenue 2016: $11,639,267Expenses 2016: $12,433,251Net Income 2016: -$793,9842016Revenue 2017: $12,503,345Expenses 2017: $12,650,442Net Income 2017: -$147,0972017Revenue 2018: $13,388,569Expenses 2018: $13,603,943Net Income 2018: -$215,3742018Revenue 2019: $14,224,194Expenses 2019: $13,867,304Net Income 2019: $356,8902019Revenue 2020: $15,189,725Expenses 2020: $13,845,993Net Income 2020: $1,343,7322020Revenue 2021: $17,127,071Expenses 2021: $14,973,307Net Income 2021: $2,153,7642021Revenue 2022: $19,656,781Expenses 2022: $16,858,128Net Income 2022: $2,798,6532022Revenue 2023: $20,818,861Expenses 2023: $17,935,970Net Income 2023: $2,882,8912023Revenue 2025: $20,198,158Expenses 2025: $20,023,564Net Income 2025: $174,5942025

Highlighted filing

2018

Revenue$13,388,569
Expenses$13,603,943
Net Income-$215,374
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Feb 5, 2019
Return Version
2017v2.3
Gross Receipts
$13,578,901
Mission and Program Overview

Mission

The purpose of the school is to maintain a kindergarten, primary, secondary, and college preparatory school for boys and girls, and to instruct, discipline, train, and educate in all studies.

Maintain a kindergarten, primary, secondary, and college preparatory school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$9,681,603$9,551,017▼ $130,586
Investments in Publicly Traded Securities$8,206,258$5,967,116▼ $2,239,142
Accounts Receivable$3,514,694$3,920,420▲ $405,726
Savings and Temporary Cash Investments$4,576,653$3,664,412▼ $912,241
Pledges and Grants Receivable$324,083$192,100▼ $131,983
Prepaid Expenses and Deferred Charges$176,780$123,664▼ $53,116
Total Assets$26,578,028$23,505,728▼ $3,072,300
Other Assets Total$97,957$86,999▼ $10,958
Liabilities
Deferred Revenue$9,253,865$9,086,644▼ $167,221
Mortgage Notes Payable Secured by Investment Property$3,169,184$0▼ $3,169,184
Accounts Payable and Accrued Expenses$849,319$1,231,338▲ $382,019
Other Liabilities$6,778$1,265▼ $5,513
Total Liabilities$13,279,146$10,319,247▼ $2,959,899
Net Assets / Fund Balance
Unrestricted Net Assets$4,342,634$6,952,751▲ $2,610,117
Permanently Rstr Net Assets$5,140,153$5,223,122▲ $82,969
Temporarily Rstr Net Assets$3,816,095$1,010,608▼ $2,805,487
Total Net Assets Fund Balance$13,298,882$13,186,481▼ $112,401
Total Liabilities and Net Assets / Fund Balance$26,578,028$23,505,728▼ $3,072,300

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$15,371,093-$15,371,093
Leasehold Improvements$2,592,765-$2,592,765
Equipment$1,768,909-$1,768,909
Land$1,521,040-$1,521,040
Other Land Buildings$-11,702,790$12,133,179$430,389

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$8,601,849$5,070▲ $341,184$2,980,987$5,967,116
2016$8,464,023$550▲ $509,109$371,833$8,601,849
2015$8,698,138$15,000▲ $122,397$371,512$8,464,023
2014$8,845,439$43,765▲ $165,332$356,398$8,698,138
2013$7,547,858$390,350▲ $1,226,378$319,147$8,845,439
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert HerefordHead of SchoolFT$197,970$11,376$209,346
Michael NeffDirector of FinanceFT$168,645$13,948$182,593
Laurel Lucas ClarkHead of Upper SchoolFT$129,770$9,456$139,226
James SurberHead of Lower SchoolFT$120,420$8,138$128,558
Stephen ChanHead of Middle SchoolFT$111,020$8,932$119,952
Joyce BalakDirector of AdmissionsFT$103,890$13,823$117,713

Board Members and Trustees

NameTitle
Hani ZeiniChair
Mason FarrellVice Chair
Ann LevineTrustee
Bob FuladiTrustee
Christian HeyerTrustee
Elisabeth FowlerTrustee
Harry AtterburyTrustee
Josh ConnerTrustee
Karen FryTrustee
Margaret BakerTrustee
Mary MorouseTrustee
Stephanie NicksTrustee
Tom TollesTrustee
Brent BickettMember-at-large
Dawn LafitteMember-at-large
Greg BartholomewSecretary
David BradleyTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Harber Residuary TrustRents2885 HIDDEN VALLEY LANE, Santa Barbara, CA 93108$318,716
Revenue and Support

Revenue Composition

Contributions and Grants
$1,101,404
Program Service Revenue
$11,802,705
Investment Income
$244,007
Other Revenue
$240,453
All Other Contributions
$1,101,404
Change in Net Assets
$-215,374

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded5$27,748Selling Price of Donated
Total Noncash Contributions5$27,748-

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,388,569
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-2,028,420
Total Revenue per Audited Statements
$11,360,149
Total Revenue per Form 990
$13,388,569
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$7,627,966
Other Expenses$3,844,584
Grants and Similar Amounts Paid$2,131,393
Total Fundraising Expense$484,938
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,134,806$1,849,893$260,595$6,245,294
Grants to Domestic Individuals$2,131,393--$2,131,393
Occupancy$890,482--$890,482
Depreciation Depletion$837,859--$837,859
Other Employee Benefits$514,912$61,903$25,176$601,991
Office Expenses$368,952$73,828$119,425$562,205
Payroll Taxes$300,681$142,180$19,299$462,160
Pension Plan Contributions$207,230$97,990$13,301$318,521
Advertising-$219,304$6,702$226,006
Fees for Services Other$11,167$103,581-$114,748
Interest-$106,625-$106,625
Insurance$47,078$21,062$2,967$71,107
Fees for Services Accounting-$41,699-$41,699
Other Expenses$30,605$13,692$34,560$34,560
Conferences and Meetings$10,713$4,793$675$16,181
Fees for Services Legal-$9,717-$9,717
Travel$4,897$2,191$309$7,397
Total Functional Expenses$10,370,547$2,748,458$484,938$13,603,943

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$13,603,943
Total Expenses per Form 990$13,603,943
Total Expenses per Audited Statements$11,472,550
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$-2,131,393
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$411,556
Fundraising Direct Expenses$190,332
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$388,487$388,487$106,251$282,236
Jogathon$23,069$23,069$10,753$12,316
Total Events$411,556$411,556$190,332$221,224
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Liability Under Charitable Remainder Trust$1,265
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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

“An electronic version of the 990 will be provided to each board member for review and comment. Once all comments are addressed the 990 will be filed with the irs.”

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

“Conflict of interest agreement signed by each board member every september.”

Form 990, Part VI, Section B, Line 15

“The compensation review and approval process for officers and key employees begins with the compensation committee using comparable data to determine compensation amounts. After the compensation committee is finished creating their report it is submitted to the full board for review and approval.”

Form 990, Part VI, Section C, Line 18

“The school's 990 is available upon request and from www.guidestar.com.”

Form 990, Part VI, Section C, Line 19

“The organizations governing documents, conflict of interest policy and financial statements are available upon request and online at the school's website.”

Filing and Contact Details

Filer

Filer Name
Laguna Blanca School
EIN
95-1641448
Phone
8056871752
Address
4125 PALOMA DRIVE, SANTA BARBARA, CA 93110

Signing Officer

Name
Michael Neff
Title
Director of Finance
Phone
8056871752
Signed
2019-02-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Neff
Formed
1933
Legal Domicile
CA
Voting Board Members
16
Independent Board Members
16
Employees
190
Volunteers
0

Preparer

Firm
Nasif Hicks Harris & Co Llp
Address
104 WEST ANAPAMU ST STE B, SANTA BARBARA, CA 93101
Preparer
Sarah E Turner
Phone
8059661521
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, QUESTION 2C:

“The school's finance committee is responsible for the oversight of the financial statement audit and selection of independent auditors.”

Financial Statement Notes

PART V, LINE 4:

“Scholarship and general operations.”

PART X, LINE 2:

“The school has favorable determination letters indicating it has qualified as a tax-exempt organization under section 501(c)(3) of the internal revenue code. Tax positions for the open tax years as of june 30, 2017 and 2016 were reviewed, and it was determined that no provision for uncertain tax positions is required.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“FINANCIAL AID AWARDED”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“FINANCIAL AID AWARDED”

Raw XML AppendixShowing 400 of 689 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/PersonNm3GREG BARTHOLOMEW
IRS990/Form990PartVIISectionAGrp/PersonNm4DAWN LAFITTE
IRS990/Form990PartVIISectionAGrp/PersonNm5HARRY ATTERBURY
IRS990/Form990PartVIISectionAGrp/PersonNm6MARGARET BAKER
IRS990/Form990PartVIISectionAGrp/PersonNm7ELISABETH FOWLER
IRS990/Form990PartVIISectionAGrp/PersonNm8KAREN FRY
IRS990/Form990PartVIISectionAGrp/PersonNm9BOB FULADI
IRS990/Form990PartVIISectionAGrp/PersonNm10CHRISTIAN HEYER
IRS990/Form990PartVIISectionAGrp/PersonNm11JOSH CONNER
IRS990/Form990PartVIISectionAGrp/PersonNm12STEPHANIE NICKS
IRS990/Form990PartVIISectionAGrp/PersonNm13TOM TOLLES
IRS990/Form990PartVIISectionAGrp/PersonNm14ANN LEVINE
IRS990/Form990PartVIISectionAGrp/PersonNm15MARY MOROUSE
IRS990/Form990PartVIISectionAGrp/PersonNm16BRENT BICKETT
IRS990/Form990PartVIISectionAGrp/PersonNm17ROBERT HEREFORD
IRS990/Form990PartVIISectionAGrp/PersonNm18MICHAEL NEFF
IRS990/Form990PartVIISectionAGrp/PersonNm19JAMES SURBER
IRS990/Form990PartVIISectionAGrp/PersonNm20LAUREL LUCAS CLARK
IRS990/Form990PartVIISectionAGrp/PersonNm21STEPHEN CHAN
IRS990/Form990PartVIISectionAGrp/PersonNm22JOYCE BALAK
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17197970
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18168645
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19120420
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20129770
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21111020
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22103890
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/TitleTxt0VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER-AT-LARGE
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/TitleTxt16MEMBER-AT-LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt17HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt19HEAD OF LOWER SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt20HEAD OF UPPER SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt21HEAD OF MIDDLE SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR OF ADMISSIONS
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01933
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt0190332
IRS990/FundraisingGrossIncomeAmt0411556
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantAmt02131393
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt02131393
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt02131393
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt013578901
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt06
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/FundraisingAmt02967
IRS990/InsuranceGrp/ManagementAndGeneralAmt021062
IRS990/InsuranceGrp/ProgramServicesAmt047078
IRS990/InsuranceGrp/TotalAmt071107
IRS990/InterestGrp/ManagementAndGeneralAmt0106625
IRS990/InterestGrp/TotalAmt0106625
IRS990/InvestmentIncomeGrp/ExclusionAmt0244007
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0244007
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt08206258
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05967116
IRS990/IRPDocumentCnt052
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt012133179
IRS990/LandBldgEquipBasisNetGrp/BOYAmt09681603
IRS990/LandBldgEquipBasisNetGrp/EOYAmt09551017
IRS990/LandBldgEquipCostOrOtherBssAmt021684196
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE PURPOSE OF THE SCHOOL IS TO MAINTAIN A KINDERGARTEN, PRIMARY, SECONDARY, AND COLLEGE PREPARATORY SCHOOL FOR BOYS AND GIRLS, AND TO INSTRUCT, DISCIPLINE, TRAIN, AND EDUCATE IN ALL STUDIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt03169184
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt013298882
IRS990/NetAssetsOrFundBalancesEOYAmt013186481
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0221224
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0221224
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0102973
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt027748
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0890482
IRS990/OccupancyGrp/TotalAmt0890482
IRS990/OfficeExpensesGrp/FundraisingAmt0119425
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt073828
IRS990/OfficeExpensesGrp/ProgramServicesAmt0368952
IRS990/OfficeExpensesGrp/TotalAmt0562205
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt097957
IRS990/OtherAssetsTotalGrp/EOYAmt086999
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt025176
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt061903
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0514912
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0601991
IRS990/OtherExpensesGrp/Desc0INSTRUCTION
IRS990/OtherExpensesGrp/Desc1AUXILIARY SERVICES
IRS990/OtherExpensesGrp/Desc2FUNDRAISING
IRS990/OtherExpensesGrp/FundraisingAmt01929
IRS990/OtherExpensesGrp/FundraisingAmt134560
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt013692
IRS990/OtherExpensesGrp/ProgramServicesAmt0879772
IRS990/OtherExpensesGrp/ProgramServicesAmt130605
IRS990/OtherExpensesGrp/TotalAmt0879772
IRS990/OtherExpensesGrp/TotalAmt146226
IRS990/OtherExpensesGrp/TotalAmt234560
IRS990/OtherLiabilitiesGrp/BOYAmt06778
IRS990/OtherLiabilitiesGrp/EOYAmt01265
IRS990/OtherRevenueMiscGrp/BusinessCd0611110
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME/LOSS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt019229
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt019229
IRS990/OtherRevenueTotalAmt019229
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0260595
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01849893
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt04134806
IRS990/OtherSalariesAndWagesGrp/TotalAmt06245294
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt019299
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0142180
IRS990/PayrollTaxesGrp/ProgramServicesAmt0300681
IRS990/PayrollTaxesGrp/TotalAmt0462160
IRS990/PensionPlanContributionsGrp/FundraisingAmt013301
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt097990
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0207230
IRS990/PensionPlanContributionsGrp/TotalAmt0318521
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt05140153
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt05223122
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0324083
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0192100
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0176780
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0123664
IRS990/PrincipalOfficerNm0MICHAEL NEFF
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611110
IRS990/ProgramServiceRevenueGrp/BusinessCd1611110
IRS990/ProgramServiceRevenueGrp/Desc0TUITION AND FEES
IRS990/ProgramServiceRevenueGrp/Desc1AUXILIARY SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt011348546
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1454159
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt011348546
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1454159
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0944001
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01869154
IRS990/PYInvestmentIncomeAmt0644660
IRS990/PYOtherExpensesAmt03523236
IRS990/PYOtherRevenueAmt0153892
IRS990/PYProgramServiceRevenueAmt010760792
IRS990/PYRevenuesLessExpensesAmt0-147097
IRS990/PYSalariesCompEmpBnftPaidAmt07258052
IRS990/PYTotalExpensesAmt012650442
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt012503345
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-215374
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,505,728
Liabilities
$10,319,247
Net assets
$13,186,481
Revenue
$13,388,569
Expenses
$13,603,943
Net income
-$215,374
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$43.3$17.1$26.2$20.2$20.0$0.17
2023Summary only. Only limited summary data is available for this year.$39.3$16.4$22.9$20.8$17.9$2.88
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.1$16.1$19.0$19.7$16.9$2.80
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$39.3$20.9$18.4$17.1$15.0$2.15
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.1$11.9$15.2$15.2$13.8$1.34
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.6$9.81$13.8$14.2$13.9$0.36
2018Detailed filing. Detailed filing data is available for this year.$23.5$10.3$13.2$13.4$13.6$0.22
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.6$13.3$13.3$12.5$12.7$0.15
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.8$8.26$13.6$11.6$12.4$0.79
2015Summary only. Only limited summary data is available for this year.$23.0$8.49$14.5$12.2$12.2$0.05
2014Detailed filing. Detailed filing data is available for this year.$22.6$7.75$14.8$10.6$10.8$0.22
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.1$8.00$14.1$10.5
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.3$8.19$13.1$10.0
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.8$7.89$12.9$11.2