Civic Intelligence

Dunn School

990 • Fiscal year 2021 • EIN 95-1909237

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

Organization ProfileWWW.DUNNSCHOOL.ORG

View Organization Page

PO Box 98Los Olivos, CA 93441

(805) 688-6471

Siviq Scores

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

Liabilities / Assets

64th percentile

0.36x

Higher debt load relative to assets than 64% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

71st percentile

0.66x

Higher debt load relative to revenue than 71% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Net Margin

60th percentile

17%

Higher net margin than 60% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

59th percentile

$282,795

Higher top officer pay than 59% of similar nonprofits.

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

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Asset Growth

61st percentile

15%

Faster asset growth than 61% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

48th percentile

11%

Faster revenue growth than 48% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$28,867,050

Up $3,663,622 (+15%) from 2020

Net Assets

Up

$18,538,137

Up $2,652,443 (+17%) from 2020

Liabilities

Up

$10,328,913

Up $1,011,179 (+11%) from 2020

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin60th percentile

Revenue

Up

$15,565,883

Up $1,590,789 (+11%) from 2020

Expenses

Down

$12,913,440

Down $1,160,994 (-8.2%) from 2020

Net Income

Up

$2,652,443

Up $2,751,783 (+2770%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$30M$20M$10M$0Assets 2010: $11,622,085Liabilities 2010: $6,425,004Net Assets 2010: $5,197,0812010Assets 2012: $13,261,553Liabilities 2012: $5,457,986Net Assets 2012: $7,803,5672012Assets 2013: $13,014,784Liabilities 2013: $5,363,249Net Assets 2013: $7,651,5352013Assets 2014: $15,233,160Liabilities 2014: $4,863,459Net Assets 2014: $10,369,7012014Assets 2015: $15,986,258Liabilities 2015: $5,322,714Net Assets 2015: $10,663,5442015Assets 2016: $17,538,615Liabilities 2016: $5,272,619Net Assets 2016: $12,265,9962016Assets 2017: $17,371,605Liabilities 2017: $3,499,785Net Assets 2017: $13,871,8202017Assets 2018: $19,442,463Liabilities 2018: $3,948,360Net Assets 2018: $15,494,1032018Assets 2019: $25,704,505Liabilities 2019: $9,719,471Net Assets 2019: $15,985,0342019Assets 2020: $25,203,428Liabilities 2020: $9,317,734Net Assets 2020: $15,885,6942020Assets 2021: $28,867,050Liabilities 2021: $10,328,913Net Assets 2021: $18,538,1372021Assets 2022: $25,503,734Liabilities 2022: $8,543,488Net Assets 2022: $16,960,2462022Assets 2023: $24,044,084Liabilities 2023: $8,327,635Net Assets 2023: $15,716,4492023

Highlighted filing

2021

Assets$28,867,050
Liabilities$10,328,913
Net Assets$18,538,137
Open 2021 Filing

Operations Trend

Revenue Growth48th percentile

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $8,006,3202010Expenses 2012: $8,372,6202012Expenses 2013: $9,113,1352013Revenue 2014: $12,507,760Expenses 2014: $10,194,791Net Income 2014: $2,312,9692014Revenue 2015: $10,414,827Expenses 2015: $10,154,460Net Income 2015: $260,3672015Revenue 2016: $12,615,178Expenses 2016: $11,248,101Net Income 2016: $1,367,0772016Revenue 2017: $13,727,602Expenses 2017: $12,079,482Net Income 2017: $1,648,1202017Revenue 2018: $14,272,101Expenses 2018: $12,649,818Net Income 2018: $1,622,2832018Revenue 2019: $13,734,545Expenses 2019: $13,233,614Net Income 2019: $500,9312019Revenue 2020: $13,975,094Expenses 2020: $14,074,434Net Income 2020: -$99,3402020Revenue 2021: $15,565,883Expenses 2021: $12,913,440Net Income 2021: $2,652,4432021Revenue 2022: $14,255,892Expenses 2022: $15,833,783Net Income 2022: -$1,577,8912022Revenue 2023: $15,685,913Expenses 2023: $16,929,710Net Income 2023: -$1,243,7972023

Highlighted filing

2021

Revenue$15,565,883
Expenses$12,913,440
Net Income$2,652,443
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Feb 1, 2022
Return Version
2020v4.0
Gross Receipts
$15,565,966
Mission and Program Overview

Mission

The mission of the dunn school community is to educate the whole student to his or her fullest potential in preparation for a life of learning and leadership in society. The school accomplishes this mission by operating a 6-12th grade boarding and day school, which prepares students for a rigorous college curriculum.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$9,369,458$12,282,037▲ $2,912,579
Land, Buildings, and Equipment, Net$12,382,829$12,030,345▼ $352,484
Savings and Temporary Cash Investments$2,342,274$3,578,889▲ $1,236,615
Pledges and Grants Receivable$746,914$728,464▼ $18,450
Prepaid Expenses and Deferred Charges$360,149$228,710▼ $131,439
Accounts Receivable$1,804$18,605▲ $16,801
Cash and Non-Interest-Bearing Accounts-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$25,203,428$28,867,050▲ $3,663,622
Other Assets Total-$0-
Liabilities
Mortgage Notes Payable Secured by Investment Property$7,134,857$7,123,242▼ $11,615
Deferred Revenue$1,513,460$2,649,336▲ $1,135,876
Accounts Payable and Accrued Expenses$581,102$531,371▼ $49,731
Other Liabilities$88,315$24,964▼ $63,351
Total Liabilities$9,317,734$10,328,913▲ $1,011,179
Net Assets / Fund Balance
Net Assets With Donor Restrictions$7,616,031$9,728,988▲ $2,112,957
Net Assets Without Donor Restrictions$8,269,663$8,809,149▲ $539,486
Total Net Assets Fund Balance$15,885,694$18,538,137▲ $2,652,443
Total Liabilities and Net Assets / Fund Balance$25,203,428$28,867,050▲ $3,663,622

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$10,769,669$11,732,008-
Other Land Buildings$374,451--
Land$332,547--
Equipment$245,030$525,180-
Leasehold Improvements$308,648$461,636-

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$9,319,912$1,290,335▲ $2,249,930$503,140$12,282,037
2019$7,552,914$1,864,156▲ $132,617-$9,319,912
2018$6,417,716$909,362▲ $461,657-$7,552,914
2017$6,047,795$48,268▲ $510,953-$6,417,716
2016$5,557,068$63,799▲ $612,591-$6,047,795
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael C BeckHead of SchoolFT$218,228$64,567$282,795
Chad StacyCFOFT$105,320$46,729$152,049

Board Members and Trustees

NameTitle
Jay CongerChair
Tina GrunzweigVice Chair
Debbie JonesTrustee
Don Daves-RougeauxTrustee
Guy WalkerTrustee
Jim GaskinTrustee
Jodi Sean PittsTrustee
Justin ChingTrustee
Lisa HockinTrustee
Maria ZhangTrustee
Mike BooneTrustee
Morton SullivanTrustee
Whitney ArnautouTrustee
Yong-Ling BeimanSecretary
Titilola Johnson-AgiriTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Flik Independent School DiningFood Service ProgramPO BOX 50196, Los Angeles, CA 90074$567,387
Urquidez Construction INCConstruction1596 LINDA VISTA DR, Santa Ynez, CA 93460$313,662
Coast General ContractorsBaseball Batting Cage Str1674 OAK ST SUITE A, Solvang, CA 93463$111,287
Revenue and Support

Revenue Composition

Contributions and Grants
$2,135,062
Program Service Revenue
$10,193,763
Investment Income
$2,249,930
Other Revenue
$987,128
All Other Contributions
$2,135,062
Change in Net Assets
$2,652,443

Audited Revenue Reconciliation

Revenue per Audited Statements
$15,565,883
Revenue Not Reported on Form 990
$-3,556,575
Total Revenue per Audited Statements
$12,009,308
Total Revenue per Form 990
$15,565,883
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,160,018
Other Expenses$4,196,847
Grants and Similar Amounts Paid$3,556,575
Total Fundraising Expense$337,559
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,739,510$430,612$88,493$3,258,615
Grants to Domestic Individuals$3,224,425--$3,224,425
Occupancy$1,205,266$3,714$843$1,209,823
Other Employee Benefits$654,505$211,639$74,070$940,214
Depreciation Depletion$644,783--$644,783
Current Officers, Directors, Trustees, and Key Employees-$317,436$117,408$434,844
All Other Expenses$281,689$138,617$10,075$430,381
Insurance$309,799$26,427$5,998$342,224
Foreign Grants$332,150--$332,150
Payroll Taxes$217,293$50,817$14,815$282,925
Pension Plan Contributions$185,105$46,854$11,461$243,420
Interest$150,532--$150,532
Other Expenses$58,869$59,181$1,307$119,357
Office Expenses$53,639$9,493$2,154$65,286
Advertising$48,435--$48,435
Travel$37,160$6,328$1,436$44,924
Fees for Services Legal-$37,607-$37,607
Fees for Services Other-$28,575-$28,575
Fees for Services Management-$8,095-$8,095
Fees for Service Investment Mgmnt Fees-$6,631-$6,631
Total Functional Expenses$11,152,004$1,423,877$337,559$12,913,440

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$12,913,440
Total Expenses per Form 990$12,913,440
Total Expenses per Audited Statements$9,356,865
Expenses Not Reported on Form 990$-3,556,575
International Activity

International Summary

Spending
$6,500

International Compliance

Foreign grant records maintained
Yes
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
EuropeProgram ServicesRecruit students00$3,000
AsiaProgram ServicesRecruit students00$2,500
South AmericaProgram ServicesRecruit students00$1,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$19,839
Fundraising Direct Expenses$83
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Denim and Diamonds$19,839$19,839$83$19,756
Total Events$19,839$19,839$83$19,756
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 Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deposits$24,964

Bond Issues

BondIssuerIssuedIssue PricePurpose
ACA Enterprise Dev Auth2017-06-01$6,100,000Capital Improvements

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$6,100,000--$167,784
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, Line 11B: Form 990 Review Process

“A copy of the irs form 990 is distributed to the finance committee of the board of trustees for their review and approval prior to filing. The committee discussion and vote is documented in the minutes.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Annually, the board of trustees, officers, and key employees are provided a copy of the school's conflict of interest policy and are asked to complete a written form declaring any such conflicts. The executive committee of the board of trustees collects and analyzes these disclosures and takes appropriate action, which may include: trustee recuses him/herself during discussion and vote on topic where conflict exists, independent competing bids are obtained prior to doing business with trustee, and other steps as necessary.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The compensation for the head of school is reviewed annually by the executive committee of the board of trustees. The board uses comparative data, achievement of goals, performance of the school, and salary benchmarking data from various sources to determine compensation. Compensation of other key employees is reviewed by the head of school using benchmarked salary data available from nais and cais.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Governing documents and board policies are made available to all board members as part of the board handbook. The public may request these documents.”

Filing and Contact Details

Filer

Filer Name
Dunn School
EIN
95-1909237
Phone
8056886471
Address
PO BOX 98, LOS OLIVOS, CA 93441

Signing Officer

Name
Chad Stacy
Title
Director of Finance
Signed
2022-02-01
Discuss with paid preparer
Yes

Organization Details

Formed
1957
Legal Domicile
CA
Voting Board Members
19
Independent Board Members
19
Employees
110
Volunteers
50

Preparer

Firm
Moss Levy & Hartzheim LLP
Address
2400 Professional Parkway Suite 205, Santa Maria, CA 93455
Preparer
Ron Levy CPA
Phone
8059252579
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“The purpose of the Dunn School Endowment is to support the institution in perpetuity by providing a steady stream of income to support general needs of the school,certain programs,and student scholarship and faculty support.”

Raw XML AppendixShowing 400 of 749 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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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$28,867,050
Liabilities
$10,328,913
Net assets
$18,538,137
Revenue
$15,565,883
Expenses
$12,913,440
Net income
$2,652,443
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$24.0$8.33$15.7$15.7$16.9$1.24
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.5$8.54$17.0$14.3$15.8$1.58
2021Detailed filing. Detailed filing data is available for this year.$28.9$10.3$18.5$15.6$12.9$2.65
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.2$9.32$15.9$14.0$14.1$0.10
2019Summary only. Only limited summary data is available for this year.$25.7$9.72$16.0$13.7$13.2$0.50
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.4$3.95$15.5$14.3$12.6$1.62
2017Summary only. Only limited summary data is available for this year.$17.4$3.50$13.9$13.7$12.1$1.65
2016Detailed filing. Detailed filing data is available for this year.$17.5$5.27$12.3$12.6$11.2$1.37
2015Summary only. Only limited summary data is available for this year.$16.0$5.32$10.7$10.4$10.2$0.26
2014Detailed filing. Detailed filing data is available for this year.$15.2$4.86$10.4$12.5$10.2$2.31
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.0$5.36$7.65$9.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.3$5.46$7.80$8.37
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.6$6.43$5.20$8.01