Civic Intelligence

Crane School

EIN 95-1643315 • 501(c)3 • Santa Barbara, CA

View Organization Page

Profile

Crane country day school is dedicated to providing an experiential education.

1795 San Leandro LaneSanta Barbara, CA 93108

www.craneschool.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

50th percentile

0.21x

Higher debt load relative to assets than 50% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.40x

Higher debt load relative to revenue than 59% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2023

Net Margin

84th percentile

35%

Higher net margin than 84% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

87th percentile

$431,511

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 4.0% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2022

Asset Growth

88th percentile

29%

Faster asset growth than 88% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

91st percentile

71%

Faster revenue growth than 91% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets50th percentile

Assets

Up

$37,112,188

Up $2,672,401 (+7.8%) from 2023

Liabilities

Up

$7,868,856

Up $493,588 (+6.7%) from 2023

Net Assets

Up

$29,243,332

Up $2,178,813 (+8.1%) from 2023

Operations
Liabilities / Revenue59th percentileNet Margin84th percentile

Revenue

Down

$14,507,725

Down $3,985,007 (-22%) from 2023

Expenses

Up

$13,278,345

Up $1,243,386 (+10%) from 2023

Net Income

Down

$1,229,380

Down $5,228,393 (-81%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth88th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40M$30M$20M$10M$0Assets 2010: $15,422,236Liabilities 2010: $4,139,069Net Assets 2010: $11,283,1672010Assets 2011: $16,554,670Liabilities 2011: $3,902,497Net Assets 2011: $12,652,1732011Assets 2012: $17,579,068Liabilities 2012: $4,570,496Net Assets 2012: $13,008,5722012Assets 2013: $18,134,051Liabilities 2013: $4,965,279Net Assets 2013: $13,168,7722013Assets 2014: $22,804,701Liabilities 2014: $4,738,432Net Assets 2014: $18,066,2692014Assets 2015: $24,414,669Liabilities 2015: $5,202,881Net Assets 2015: $19,211,7882015Assets 2016: $24,750,720Liabilities 2016: $5,413,659Net Assets 2016: $19,337,0612016Assets 2017: $24,674,430Liabilities 2017: $4,896,689Net Assets 2017: $19,777,7412017Assets 2018: $23,869,222Liabilities 2018: $4,526,454Net Assets 2018: $19,342,7682018Assets 2019: $25,008,193Liabilities 2019: $5,464,363Net Assets 2019: $19,543,8302019Assets 2020: $24,475,108Liabilities 2020: $5,126,747Net Assets 2020: $19,348,3612020Assets 2021: $26,879,502Liabilities 2021: $5,962,385Net Assets 2021: $20,917,1172021Assets 2022: $26,599,808Liabilities 2022: $6,453,623Net Assets 2022: $20,146,1852022Assets 2023: $34,439,787Liabilities 2023: $7,375,268Net Assets 2023: $27,064,5192023Assets 2024: $37,112,188Liabilities 2024: $7,868,856Net Assets 2024: $29,243,3322024

Highlighted filing

2024

Assets$37,112,188
Liabilities$7,868,856
Net Assets$29,243,332
Open 2024 Filing

Operations Trend

Revenue Growth91st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $6,993,8462010Revenue 2011: $8,386,709Expenses 2011: $7,414,545Net Income 2011: $972,1642011Revenue 2012: $7,794,309Expenses 2012: $7,327,248Net Income 2012: $467,0612012Revenue 2013: $7,503,835Expenses 2013: $7,519,068Net Income 2013: -$15,2332013Revenue 2014: $12,530,378Expenses 2014: $7,921,494Net Income 2014: $4,608,8842014Revenue 2015: $9,666,579Expenses 2015: $8,225,293Net Income 2015: $1,441,2862015Revenue 2016: $9,065,701Expenses 2016: $8,605,861Net Income 2016: $459,8402016Revenue 2017: $9,053,673Expenses 2017: $9,042,536Net Income 2017: $11,1372017Revenue 2018: $9,461,363Expenses 2018: $9,823,764Net Income 2018: -$362,4012018Revenue 2019: $10,253,026Expenses 2019: $10,014,323Net Income 2019: $238,7032019Revenue 2020: $9,902,584Expenses 2020: $9,807,790Net Income 2020: $94,7942020Revenue 2021: $9,748,225Expenses 2021: $9,865,528Net Income 2021: -$117,3032021Revenue 2022: $10,823,566Expenses 2022: $9,858,751Net Income 2022: $964,8152022Revenue 2023: $18,492,732Expenses 2023: $12,034,959Net Income 2023: $6,457,7732023Revenue 2024: $14,507,725Expenses 2024: $13,278,345Net Income 2024: $1,229,3802024

Highlighted filing

2024

Revenue$14,507,725
Expenses$13,278,345
Net Income$1,229,380
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,112,188
Liabilities
$7,868,856
Net assets
$29,243,332
Revenue
$14,507,725
Expenses
$13,278,345
Net income
$1,229,380
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$37.1$7.87$29.2$14.5$13.3$1.23
2023Detailed filing. Detailed filing data is available for this year.$34.4$7.38$27.1$18.5$12.0$6.46
2022Detailed filing. Detailed filing data is available for this year.$26.6$6.45$20.1$10.8$9.86$0.96
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.9$5.96$20.9$9.75$9.87$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.5$5.13$19.3$9.90$9.81$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.0$5.46$19.5$10.3$10.0$0.24
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.9$4.53$19.3$9.46$9.82$0.36
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.7$4.90$19.8$9.05$9.04$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.8$5.41$19.3$9.07$8.61$0.46
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.4$5.20$19.2$9.67$8.23$1.44
2014Detailed filing. Detailed filing data is available for this year.$22.8$4.74$18.1$12.5$7.92$4.61
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.1$4.97$13.2$7.50$7.52$0.02
2012Summary only. Only limited summary data is available for this year.$17.6$4.57$13.0$7.79$7.33$0.47
2011Summary only. Only limited summary data is available for this year.$16.6$3.90$12.7$8.39$7.41$0.97
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.4$4.14$11.3$6.99
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jan 27, 2025
Return Version
2023v6.0
Gross Receipts
$18,017,249
Mission and Program Overview

Mission

Crane Country Day School is dedicated to providing an experiential education characterized by a thoughtful balance of academic challenge and creative expression. We thrive as a community that builds character and confidence, while celebrating the joy in learning.Crane Country Day School is committed to sustaining a diverse and inclusive community in which each member is respected and valued. We believe that a diversity of voices and backgrounds enriches the educational experience by encouraging variety of thought, social awareness and a creative exchange of ideas.An important goal of a Crane education is to provide our students with a global perspective to navigate an increasingly interconnected world. All members of the Crane community share a collective responsibility to teach acceptance and embrace differences in order to learn and flourish in an inclusive community.

Crane country day school is dedicated to providing an experiential education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$12,947,967$14,776,221▲ $1,828,254
Investments in Publicly Traded Securities$7,953,901$8,813,574▲ $859,673
Cash and Non-Interest-Bearing Accounts$7,555,536$7,964,924▲ $409,388
Pledges and Grants Receivable$5,020,241$4,290,814▼ $729,427
Savings and Temporary Cash Investments$435,806$549,500▲ $113,694
Prepaid Expenses and Deferred Charges$122,493$236,129▲ $113,636
Accounts Receivable$8,316$9,261▲ $945
Total Assets$34,439,787$37,112,188▲ $2,672,401
Other Assets Total$395,527$471,765▲ $76,238
Liabilities
Deferred Revenue$6,198,653$6,871,844▲ $673,191
Accounts Payable and Accrued Expenses$806,088$550,247▼ $255,841
Other Liabilities$370,527$446,765▲ $76,238
Total Liabilities$7,375,268$7,868,856▲ $493,588
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$13,092,311$14,668,477▲ $1,576,166
Net Assets With Donor Restrictions$13,972,208$14,574,855▲ $602,647
Total Net Assets Fund Balance$27,064,519$29,243,332▲ $2,178,813
Total Liabilities and Net Assets / Fund Balance$34,439,787$37,112,188▲ $2,672,401

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$13,996,304$7,806,814$21,803,118
Other Land Buildings$502,678$993,235$1,495,913
Equipment$205,739$159,822$365,561
Land$71,500-$71,500

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$8,784,681$2,293,449▲ $1,365,711$398,139$12,045,702
2023$8,158,615$88,684▲ $944,267$406,885$8,784,681
2022$9,252,715$103,750▼ $814,866$382,984$8,158,615
2021$7,606,418$25,113▲ $1,964,407$343,223$9,252,715
2020$7,559,706$306,659▲ $41,334$301,281$7,606,418
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joel WeissHead of SchoolFT$531,999$50,259$582,258
Deborah WilliamsDirector of AdvancementFT$185,209$26,211$211,420
Raul BorjaDirector of Finance & OperationsFT$169,065$17,083$186,148
Dawn BrewsLower School HeadFT$143,761$18,342$162,103
Erin GuerraDirector of AdmissionsFT$136,374$19,481$155,855
Megan DonahueSchool PsychologistFT$127,927$14,444$142,371
Michelle HolmesDirector of DeibFT$123,080$14,373$137,453

Board Members and Trustees

NameTitle
Jim CopusPresident
Paul GauthierVice President
Annie KaiserTrustee
Bob IngersollTrustee
Carrie TowbesTrustee
Chris GocongTrustee
Courtney SmithTrustee
Elizabeth ChandlerTrustee
Marc JonesTrustee
Matt RileyTrustee
Rae Wynn-grantTrustee
Ryan GellertTrustee
Samantha DalyTrustee
Sarah MuzzyTrustee
Sarah SheshunoffTrustee
Stephen BlassTrustee
Susan McmillanTrustee
Todd EliassenTrustee
Will FreelandTrustee
Woodwyn KoonsTrustee
Yutopia EssexTrustee
Jennifer SiemensSecretary
Clay MurdyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,895,473
Program Service Revenue
$10,016,705
Investment Income
$573,071
Other Revenue
$22,476
All Other Contributions
$3,810,273
Change in Net Assets
$1,229,380

Audited Revenue Reconciliation

Revenue per Audited Statements
$14,507,725
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-575,420
Total Revenue per Audited Statements
$13,932,305
Total Revenue per Form 990
$14,507,725
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$8,409,631
Other Expenses$3,247,862
Grants and Similar Amounts Paid$1,620,852
Total Fundraising Expense$910,203
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,162,140$378,518$396,660$5,937,318
Grants to Domestic Individuals$1,620,852--$1,620,852
Other Employee Benefits$688,743$133,063$76,226$898,032
Depreciation Depletion$737,429$40,968$40,968$819,365
Current Officers, Directors, Trustees, and Key Employees$221,801$325,147$199,198$746,146
Payroll Taxes$382,379$49,976$42,319$474,674
Occupancy$362,400$35,756$20,133$418,289
Insurance$336,792$44,018$37,274$418,084
Pension Plan Contributions$271,086$52,373$30,002$353,461
Office Expenses$88,746$83,908$5,253$177,907
Fees for Services Other-$132,784-$132,784
Information Technology$92,115$24,564$6,141$122,820
Advertising$26,910$80,731-$107,641
Other Expenses$10,397$126,695$53,386$53,386
Fees for Services Legal-$48,659-$48,659
Fees for Service Investment Mgmnt Fees-$31,250-$31,250
Fees for Services Accounting-$29,022-$29,022
All Other Expenses$16,570-$1,809$18,379
Total Functional Expenses$10,663,559$1,704,583$910,203$13,278,345

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$13,278,345
Total Expenses per Form 990$13,278,345
Total Expenses per Audited Statements$11,753,493
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$-1,524,852
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$163,211
Fundraising Direct Expenses$140,735
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Country Fair$188,331$117,131$45,347$71,784
Spring Event$53,193$39,193$13,476$25,717
Total Events$248,411$163,211$140,736$22,475
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$446,765
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 board of trustees reviews a draft of the public disclosure version of the 990 prior to submission to the irs.”

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

“The conflict of interest policy is discussed annually and included in the board information packet. These are given out to all board members at the beginning of each year. They are then reviewed by the executive committee. If any conflicts are discovered, they would be discussed at a full meeting.”

Form 990, Part VI, Section B, Line 15

“The board is active in determining the compensation of the head of school. Comparative information is obtained from a variety of sources in determining the level of compensation.”

Form 990, Part VI, Section C, Line 18

“The governing documents, conflict of interest policy and financial statements are available upon request.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Crane Country Day School
EIN
95-1643315
Phone
8059697732
Address
1795 SAN LEANDRO LANE, SANTA BARBARA, CA 93108

Signing Officer

Name
Raul Borja
Title
Director of Finance and Op
Phone
8059697732
Signed
2025-01-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jim Copus
Formed
1928
Legal Domicile
CA
Voting Board Members
23
Independent Board Members
23
Employees
86
Volunteers
200

Preparer

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

Additional Explanations

Form 990, Part III, Line 1 - Organization Mission

“Initiatives the school is focusing on include amplifying experiential learning; creating a faculty growth plan to develop, support, reward, and inspire crane teachers; promoting a healthy community of kindness, support, courage and respect; strengthening crane's approach toward neurodiversity; and elevating marketing and communications. In fiscal 2024, crane continued to increase the financial support for students in need of tuition assistance.”

Form 990, Part III, Line 4A - Program Service Accomplishments

“In fiscal 2024, crane focused on planning and implementing the initiatives it set for itself in its 2022-2027 strategic plan, which includes expanding the school's efforts on diversity, equity, inclusion and belonging. To that end, crane named its first ever director of diversity, equity, inclusion and belonging. Other strategic initiatives the school is focusing on include amplifying experiential learning; creating a faculty growth plan to develop, support, reward, and inspire crane teachers; promoting a healthy community of kindness, support, courage and respect; strengthening crane's approach toward neurodiversity; and elevating marketing and communications. Also, in fiscal 2023, crane continued to increase the financial support for students in need of tuition assistance. The school undertook a campaign to build a staffulty endowment to provide annual bonuses for employees. The campaign is ongoing and has a goal of raising at least $10 million.”

FORM 990, PART XII, LINE 2C:

“The process has not changed from prior year.”

Financial Statement Notes

PART X, LINE 2:

“The preparation of financial statements in conformity with u.s. Gaap requires the school to report information regarding its exposure to various tax positions taken. The school has evaluated its current tax positions and has concluded that as of june 30, 2024, the school does not have any significant tax positions for which a reserve would be necessary.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Tuition assistance -1,620,852.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Tuition assistance -1,620,852.”

Raw XML AppendixShowing 400 of 814 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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