Civic Intelligence

Cate School

990 • Fiscal year 2014 • EIN 95-1644630

Jul 01, 2013 to Jun 30, 2014 • Filed on May 04, 2015

P O Box 500593014

(805) 684-8409

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.10x

Higher debt load relative to assets than 23% of similar nonprofits.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2014

Liabilities / Revenue

60th percentile

0.65x

Higher debt load relative to revenue than 60% of similar nonprofits.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2014

Net Margin

56th percentile

7.2%

Higher net margin than 56% of similar nonprofits.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2014

Top Officer Pay

60th percentile

$427,720

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 1.8% of source-year revenue.

2014 filings • $100M-$250M nonprofits • Source year 2014

Asset Growth

65th percentile

8.8%

Faster asset growth than 65% of similar nonprofits.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Assets

Up

$147,331,008

Up $11,931,969 (+8.8%) from 2013

Net Assets

Up

$131,891,712

Up $12,817,096 (+11%) from 2013

Liabilities

Down

$15,439,296

Down $885,127 (-5.4%) from 2013

Revenue

$23,667,898

No earlier filing loaded for comparison.

Expenses

Up

$21,964,539

Up $1,297,291 (+6.3%) from 2013

Net Income

$1,703,359

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$300M$200M$100M$0Assets 2010: $118,282,232Liabilities 2010: $15,445,553Net Assets 2010: $102,836,6792010Assets 2011: $133,168,202Liabilities 2011: $17,856,819Net Assets 2011: $115,311,3832011Assets 2012: $130,272,644Liabilities 2012: $17,210,476Net Assets 2012: $113,062,1682012Assets 2013: $135,399,039Liabilities 2013: $16,324,423Net Assets 2013: $119,074,6162013Assets 2014: $147,331,008Liabilities 2014: $15,439,296Net Assets 2014: $131,891,7122014Assets 2015: $151,073,998Liabilities 2015: $14,764,371Net Assets 2015: $136,309,6272015Assets 2016: $150,485,426Liabilities 2016: $14,032,247Net Assets 2016: $136,453,1792016Assets 2017: $161,718,446Liabilities 2017: $12,113,245Net Assets 2017: $149,605,2012017Assets 2018: $170,926,661Liabilities 2018: $12,149,428Net Assets 2018: $158,777,2332018Assets 2019: $179,337,473Liabilities 2019: $12,962,969Net Assets 2019: $166,374,5042019Assets 2020: $189,891,519Liabilities 2020: $19,565,904Net Assets 2020: $170,325,6152020Assets 2021: $218,939,839Liabilities 2021: $12,469,987Net Assets 2021: $206,469,8522021Assets 2022: $199,003,842Liabilities 2022: $16,271,306Net Assets 2022: $182,732,5362022Assets 2023: $214,391,093Liabilities 2023: $21,419,796Net Assets 2023: $192,971,2972023

Highlighted filing

2014

Assets$147,331,008
Liabilities$15,439,296
Net Assets$131,891,712

Operations Trend

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

$60M$40M$20M$0-$20MExpenses 2010: $18,316,0252010Expenses 2011: $19,495,5102011Expenses 2012: $20,311,5822012Expenses 2013: $20,667,2482013Revenue 2014: $23,667,898Expenses 2014: $21,964,539Net Income 2014: $1,703,3592014Revenue 2015: $28,159,788Expenses 2015: $23,221,308Net Income 2015: $4,938,4802015Revenue 2016: $21,334,926Expenses 2016: $24,553,918Net Income 2016: -$3,218,9922016Revenue 2017: $27,459,980Expenses 2017: $25,683,558Net Income 2017: $1,776,4222017Revenue 2018: $32,369,501Expenses 2018: $27,732,623Net Income 2018: $4,636,8782018Revenue 2019: $37,047,117Expenses 2019: $28,681,238Net Income 2019: $8,365,8792019Revenue 2020: $33,336,724Expenses 2020: $30,205,088Net Income 2020: $3,131,6362020Revenue 2021: $55,811,152Expenses 2021: $30,551,146Net Income 2021: $25,260,0062021Revenue 2022: $35,242,832Expenses 2022: $39,740,062Net Income 2022: -$4,497,2302022Revenue 2023: $34,602,597Expenses 2023: $36,696,897Net Income 2023: -$2,094,3002023

Highlighted filing

2014

Revenue$23,667,898
Expenses$21,964,539
Net Income$1,703,359
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 4, 2015
Return Version
2013v4.0
Gross Receipts
$32,279,759
Mission and Program Overview

Mission

Operations & maintenance of a private high school. Approximately 280 students enrolled.

Operation of private high school

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$72,224,624$84,551,471▲ $12,326,847
Land, Buildings, and Equipment, Net$41,842,244$41,937,496▲ $95,252
Investments Program Related$8,421,759$7,937,524▼ $484,235
Savings and Temporary Cash Investments$5,371,742$6,900,178▲ $1,528,436
Pledges and Grants Receivable$3,690,264$3,873,334▲ $183,070
Prepaid Expenses and Deferred Charges$316,671$448,830▲ $132,159
Accounts Receivable$2,061,345$216,422▼ $1,844,923
Inventories for Sale or Use$70,826$70,776▼ $50
Investments Other Securities$62,341$61,586▼ $755
Cash and Non-Interest-Bearing Accounts$2,560$2,760▲ $200
Total Assets$135,399,039$147,331,008▲ $11,931,969
Other Assets Total$1,334,663$1,330,631▼ $4,032
Liabilities
Unsecured Notes Loans Payable$7,500,000$7,105,383▼ $394,617
Deferred Revenue$7,747,491$6,687,460▼ $1,060,031
Accounts Payable and Accrued Expenses$973,269$1,160,192▲ $186,923
Other Liabilities$103,663$486,261▲ $382,598
Total Liabilities$16,324,423$15,439,296▼ $885,127
Net Assets / Fund Balance
Permanently Rstr Net Assets$48,343,250$51,459,821▲ $3,116,571
Unrestricted Net Assets$41,506,044$41,220,690▼ $285,354
Temporarily Rstr Net Assets$29,225,322$39,211,201▲ $9,985,879
Total Net Assets Fund Balance$119,074,616$131,891,712▲ $12,817,096
Total Liabilities and Net Assets / Fund Balance$135,399,039$147,331,008▲ $11,931,969

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$51,242,169-$51,242,169
Leasehold Improvements$7,084,053-$7,084,053
Land$5,112,055-$5,112,055
Equipment$3,877,503-$3,877,503
Investment Program Related Org$832,141--
Other Land Buildings$-25,378,284$25,378,284-

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$83,828,495$2,204,212▲ $13,714,868$3,768,010$95,979,565
2012$78,160,886$912,609▲ $9,422,046$4,667,046$83,828,495
2011$79,400,952$2,777,285▼ $715,183$3,302,168$78,160,886
2010$67,004,802$3,399,600▲ $12,349,986$3,353,436$79,400,952
2009$61,572,598$1,492,797▲ $7,435,673$3,496,266$67,004,802
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Benjamin D WilliamsHeadmaster/secretaryFT$375,024$52,696$427,720
Sandi PierceAsst Headmaster for FinancFT$178,568$29,597$208,165
Margaret BradleyAsst Headmaster for ExternFT$149,579$26,099$175,678
Jason DorionAsst HeadmasterFT$145,718$24,537$170,255
Sarah KidwellDirector marketing and CommunicFT$124,272$21,778$146,050
Anne HallDirector college CounselingFT$120,342$19,369$139,711
John TiltonControllerFT$108,866$17,968$126,834

Board Members and Trustees

NameTitle
Greg KubicekChairman
Suzi BallardCate Parents Organization President
Monique F ParsonsPresident
Henry F BurroughsVice President
Ashish BhutaniTrustee
Casey MccannTrustee
David L HorowitzTrustee
Edward R SimpsonTrustee
Eric C TaylorTrustee
Frank a HuertaTrustee
J Wyatt GruberTrustee
Janet C JonesTrustee
Jc MassarTrustee
Kate C FirestoneTrustee
Kc WalshTrustee
Lisa Browne StansonTrustee
Mark S WhitingTrustee
Palmer JacksonTrustee
Scott BrittinghamTrustee
Sebastian ManTrustee
Stephen J GiustoTrustee
Thomas J CusackTrustee
Dan EmmettLife Trustee
George JamesLife Trustee
James CraftsLife Trustee
Nelson JonesLife Trustee
Richard BaumLife Trustee
Norman SpragueTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Hartigan & FoleyBuilding Contractor-$1,502,516
AramarkFood Service-$1,076,389
Revenue and Support

Revenue Composition

Contributions and Grants
$5,158,395
Program Service Revenue
$14,395,950
Investment Income
$3,707,321
Other Revenue
$406,232
All Other Contributions
$5,158,395
Change in Net Assets
$1,703,359

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 Traded40$622,395Market Prices
Works of Art1$25,000Estimated Fair Market Value (FMV)
Food Inventory20$15,238Estimated Fair Market Value (FMV)
Other Non Cash Contri Table4$8,419Estimated Fair Market Value (FMV)
Other Non Cash Contri Table4$8,000Estimated Fair Market Value (FMV)
Other Non Cash Contri Table1$4,365Estimated Fair Market Value (FMV)
Total Noncash Contributions70$683,417-

Audited Revenue Reconciliation

Revenue per Audited Statements
$19,913,382
Revenue Not Reported on Financial Statements
$3,754,516
Revenue Not Reported on Form 990
$10,127,369
Other Revenue Adjustments
$3,754,516
Total Revenue per Audited Statements
$30,040,751
Total Revenue per Form 990
$23,667,898
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$10,627,792
Other Expenses$7,582,231
Grants and Similar Amounts Paid$3,754,516
Total Fundraising Expense$1,074,593
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,363,944$1,564,711$688,292$7,616,947
Grants to Domestic Individuals$3,667,316--$3,667,316
Depreciation Depletion$1,969,637$103,665-$2,073,302
Other Employee Benefits$850,560$120,750$63,411$1,034,721
All Other Expenses$481,676$214,554$103,593$799,823
Pension Plan Contributions$518,284$150,119$67,088$735,491
Current Officers, Directors, Trustees, and Key Employees$450,823$220,845-$671,668
Occupancy$573,602$67,361-$640,963
Payroll Taxes$398,766$122,267$47,932$568,965
Information Technology-$298,182$11,945$310,127
Travel$180,683$62,748$44,693$288,124
Other Expenses$269,429--$269,429
Office Expenses$13,558$203,017$39,099$255,674
Insurance-$231,338-$231,338
Fees for Service Investment Mgmnt Fees-$132,996-$132,996
Interest-$124,963-$124,963
Foreign Grants$87,200--$87,200
Fees for Services Accounting-$59,924-$59,924
Conferences and Meetings-$27,538$8,540$36,078
Fees for Services Legal-$4,520-$4,520
Fees for Services Other-$4,510-$4,510
Total Functional Expenses$17,175,938$3,714,008$1,074,593$21,964,539

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$21,964,539
Expenses per Audited Statements$18,210,023
Total Expenses per Audited Statements$18,210,023
Expenses Not Reported on Financial Statements$3,754,516
Other Expense Adjustments$3,754,516
Expenses Not Reported on Form 990$0
International Activity

International Summary

Offices
0
Employees
0
Spending
$9,928

International Compliance

Foreign grant records maintained
No
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
East Asia and the PacificFundraising & Program Services Donated in Kind and Reported as Such.Admissions Trip to Meet With Prospective Students and Parents Regarding Possible Attendance at School.00$7,065
East Asia and the PacificFundraising & Program ServicesAdmissions Trip to Meet With Prospective Students and Parents Regarding Possible Attendance at School.00$2,863
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Liabilities Under Charitable Trust$356,630
457(b) Plan Liability$119,631
Reserve for Unemployment Claims$10,000
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 11

Form 990 reviewed by business manager sandi pierce and then presented to the board of trustees for review and approval.

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

Annually, during a trustee meeting, board of trustees members are required to disclose any conflicts of interest. Any potential conflicts will be investigated and resolved.

Form 990, Part VI, Section B, Line 15

All compensation for employees including the headmaster, assistant headmaster, and business manager is first reviewed and approved by the compensation committee and then presented to the full board of trustees for review and approval. Also, compensation amounts are compared to data of other comparable private schools maintained by the national association of independent schools.

Form 990, Part VI, Section C, Line 19

School will provide copies of its governing documents, conflict of interest policy and financial statements available to the public upon request.

Filing and Contact Details

Filer

EIN
95-1644630
Phone
8056848409

Signing Officer

Name
Sandi Pierce
Title
Asst Headmaster Finance & Operation
Phone
8056848409
Signed
2015-05-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sandi Pierce
Formed
1910
Legal Domicile
CA
Voting Board Members
28
Independent Board Members
28
Employees
192
Volunteers
100

Preparer

Preparer
Chrisley N Reed CPA
Phone
8059629175
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Change in value of charitable trusts 75,614. Prior period restatement 986,368.

FORM 990, PART XII, LINE 2C:

The school has established an audit committee to oversee the annual financial statement audit.

Financial Statement Notes

PART V, LINE 4:

Gifts to the endowment are an investment in the long-term financial health of the institution. Income from each of the school's endowed funds is used to fund the school's program in perpetuity. The principal is invested for long-term growth to serve present and future generations of students. The endowment currently provides nearly 29% of the school's operating budget.

PART X, LINE 2:

The school is a california nonprofit corporation, which is exempt from income taxes under internal revenue code section number 501(c)(3) and state of california revenue and taxation code section 23701(d); therefore, no provision for income taxes is required. The school qualifies for the charitable contribution deduction under section 170(b)(1)(a) and is not considered to be a private foundation. The school evaluates uncertain tax positions whereby the effect of the uncertainty would be recorded if the outcome was considered probable and reasonable estimable. As of june 30, 2014, the school had no uncertain tax positions requiring accrual. The school files tax returns in california and u.s. Federal jurisdictions. The school is no longer subject to u.s. Federal and state tax examinations by tax authorities for years ended before june 30, 2010 and 2009, respectively.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Change in value of charitable trusts 75,614.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Scholarships provided 3,754,516.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Scholarships provided 3,754,516.

Raw XML AppendixShowing 400 of 906 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/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd21X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd22X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd23X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd24X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd25X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd26X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd27X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd28X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
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/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt230
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt240
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2552696
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt260
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt270
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt280
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2929597
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3026099
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3124537
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3219369
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3321778
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3417968
IRS990/Form990PartVIISectionAGrp/PersonNm0RICHARD BAUM
IRS990/Form990PartVIISectionAGrp/PersonNm1GREG KUBICEK
IRS990/Form990PartVIISectionAGrp/PersonNm2NORMAN SPRAGUE
IRS990/Form990PartVIISectionAGrp/PersonNm3JAMES CRAFTS
IRS990/Form990PartVIISectionAGrp/PersonNm4ASHISH BHUTANI
IRS990/Form990PartVIISectionAGrp/PersonNm5HENRY F BURROUGHS
IRS990/Form990PartVIISectionAGrp/PersonNm6THOMAS J CUSACK
IRS990/Form990PartVIISectionAGrp/PersonNm7KATE C FIRESTONE
IRS990/Form990PartVIISectionAGrp/PersonNm8STEPHEN J GIUSTO
IRS990/Form990PartVIISectionAGrp/PersonNm9J WYATT GRUBER
IRS990/Form990PartVIISectionAGrp/PersonNm10DAVID L HOROWITZ
IRS990/Form990PartVIISectionAGrp/PersonNm11FRANK A HUERTA
IRS990/Form990PartVIISectionAGrp/PersonNm12DAN EMMETT
IRS990/Form990PartVIISectionAGrp/PersonNm13GEORGE JAMES
IRS990/Form990PartVIISectionAGrp/PersonNm14JC MASSAR
IRS990/Form990PartVIISectionAGrp/PersonNm15MONIQUE F PARSONS
IRS990/Form990PartVIISectionAGrp/PersonNm16LISA BROWNE STANSON
IRS990/Form990PartVIISectionAGrp/PersonNm17ERIC C TAYLOR
IRS990/Form990PartVIISectionAGrp/PersonNm18KC WALSH
IRS990/Form990PartVIISectionAGrp/PersonNm19MARK S WHITING
IRS990/Form990PartVIISectionAGrp/PersonNm20NELSON JONES
IRS990/Form990PartVIISectionAGrp/PersonNm21SCOTT BRITTINGHAM
IRS990/Form990PartVIISectionAGrp/PersonNm22PALMER JACKSON
IRS990/Form990PartVIISectionAGrp/PersonNm23CASEY MCCANN
IRS990/Form990PartVIISectionAGrp/PersonNm24JANET C JONES
IRS990/Form990PartVIISectionAGrp/PersonNm25BENJAMIN D WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm26SEBASTIAN MAN
IRS990/Form990PartVIISectionAGrp/PersonNm27EDWARD R SIMPSON
IRS990/Form990PartVIISectionAGrp/PersonNm28SUZI BALLARD
IRS990/Form990PartVIISectionAGrp/PersonNm29SANDI PIERCE
IRS990/Form990PartVIISectionAGrp/PersonNm30MARGARET BRADLEY
IRS990/Form990PartVIISectionAGrp/PersonNm31JASON DORION
IRS990/Form990PartVIISectionAGrp/PersonNm32ANNE HALL
IRS990/Form990PartVIISectionAGrp/PersonNm33SARAH KIDWELL
IRS990/Form990PartVIISectionAGrp/PersonNm34JOHN TILTON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt25375024
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt29178568
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30149579
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt31145718
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt32120342
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt33124272
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt34108866
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/ReportableCompFromRltdOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt290
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt310
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt320
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt330
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt340
IRS990/Form990PartVIISectionAGrp/TitleTxt0LIFE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3LIFE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12LIFE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13LIFE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20LIFE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt22TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt23TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt24TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt25HEADMASTER/SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt26TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt27TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt28CATE PARENTS ORGANIZATION PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt29ASST HEADMASTER FOR FINANC
IRS990/Form990PartVIISectionAGrp/TitleTxt30ASST HEADMASTER FOR EXTERN
IRS990/Form990PartVIISectionAGrp/TitleTxt31ASST HEADMASTER
IRS990/Form990PartVIISectionAGrp/TitleTxt32DIR-COLLEGE COUNSELING
IRS990/Form990PartVIISectionAGrp/TitleTxt33DIR-MARKETING AND COMMUNIC
IRS990/Form990PartVIISectionAGrp/TitleTxt34CONTROLLER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01910
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt01139131
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt028
IRS990/GrantAmt03754516
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt03667316
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt03667316
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt09750992
IRS990/GrossReceiptsAmt032279759
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt028
IRS990/IndivRcvdGreaterThan100KCnt012
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt011945
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0298182
IRS990/InformationTechnologyGrp/TotalAmt0310127
IRS990/InsuranceGrp/ManagementAndGeneralAmt0231338
IRS990/InsuranceGrp/TotalAmt0231338
IRS990/InterestGrp/ManagementAndGeneralAmt0124963
IRS990/InterestGrp/TotalAmt0124963
IRS990/InventoriesForSaleOrUseGrp/BOYAmt070826
IRS990/InventoriesForSaleOrUseGrp/EOYAmt070776
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt02568190
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02568190
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt062341
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt061586
IRS990/InvestmentsProgramRelatedGrp/BOYAmt08421759
IRS990/InvestmentsProgramRelatedGrp/EOYAmt07937524
IRS990/InvestmentsPubTradedSecGrp/BOYAmt072224624
IRS990/InvestmentsPubTradedSecGrp/EOYAmt084551471
IRS990/IRPDocumentCnt073

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.
2023Summary only. Only limited summary data is available for this year.$214$21.4$193$34.6$36.7$2.09
2022Detailed filing. Detailed filing data is available for this year.$199$16.3$183$35.2$39.7$4.50
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$219$12.5$206$55.8$30.6$25.3
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$190$19.6$170$33.3$30.2$3.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$179$13.0$166$37.0$28.7$8.37
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$171$12.1$159$32.4$27.7$4.64
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$162$12.1$150$27.5$25.7$1.78
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$150$14.0$136$21.3$24.6$3.22
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$151$14.8$136$28.2$23.2$4.94
2014Detailed filing. Detailed filing data is available for this year.$147$15.4$132$23.7$22.0$1.70
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$135$16.3$119$20.7
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$130$17.2$113$20.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$133$17.9$115$19.5
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$118$15.4$103$18.3
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • $100M-$250M nonprofits