Civic Intelligence

Harbor Day School

990 • Fiscal year 2022 • EIN 95-2285957

Jul 01, 2021 to Jun 30, 2022 • Filed on May 08, 2023

Organization Profilewww.harborday.org

View Organization Page

3443 Pacific View DriveCorona del Mar, CA 92625

(949) 640-1410

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.38x

Higher debt load relative to assets than 63% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Liabilities / Revenue

78th percentile

1.19x

Higher debt load relative to revenue than 78% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Net Margin

90th percentile

51%

Higher net margin than 90% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Top Officer Pay

60th percentile

$418,911

Higher top officer pay than 60% of similar nonprofits.

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

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Asset Growth

93rd percentile

46%

Faster asset growth than 93% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2021 to 2022

Revenue Growth

11th percentile

-36%

Faster revenue growth than 11% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$72,604,149

Up $22,781,399 (+46%) from 2021

Net Assets

Up

$45,019,811

Up $11,780,735 (+35%) from 2021

Liabilities

Up

$27,584,338

Up $11,000,664 (+66%) from 2021

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin90th percentile

Revenue

Down

$23,242,939

Down $13,208,824 (-36%) from 2021

Expenses

Up

$11,462,204

Up $534,217 (+4.9%) from 2021

Net Income

Down

$11,780,735

Down $13,743,041 (-54%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

$150M$100M$50M$0Assets 2011: $8,833,023Liabilities 2011: $4,763,126Net Assets 2011: $4,069,8972011Assets 2012: $8,850,766Liabilities 2012: $4,337,509Net Assets 2012: $4,513,2572012Assets 2013: $9,001,076Liabilities 2013: $4,523,507Net Assets 2013: $4,477,5692013Assets 2014: $8,638,181Liabilities 2014: $4,311,873Net Assets 2014: $4,326,3082014Assets 2015: $9,061,473Liabilities 2015: $4,663,246Net Assets 2015: $4,398,2272015Assets 2016: $9,727,316Liabilities 2016: $4,736,952Net Assets 2016: $4,990,3642016Assets 2017: $11,999,996Liabilities 2017: $5,926,207Net Assets 2017: $6,073,7892017Assets 2018: $12,675,331Liabilities 2018: $6,691,072Net Assets 2018: $5,984,2592018Assets 2019: $12,550,884Liabilities 2019: $7,297,471Net Assets 2019: $5,253,4132019Assets 2020: $16,430,854Liabilities 2020: $8,715,554Net Assets 2020: $7,715,3002020Assets 2021: $49,822,750Liabilities 2021: $16,583,674Net Assets 2021: $33,239,0762021Assets 2022: $72,604,149Liabilities 2022: $27,584,338Net Assets 2022: $45,019,8112022Assets 2023: $124,370,500Liabilities 2023: $68,062,133Net Assets 2023: $56,308,3672023Assets 2024: $120,074,189Liabilities 2024: $62,736,643Net Assets 2024: $57,337,5462024

Highlighted filing

2022

Assets$72,604,149
Liabilities$27,584,338
Net Assets$45,019,811
Open 2022 Filing

Operations Trend

Revenue Growth11th percentile

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

$40M$30M$20M$10M$0-$10MRevenue 2011: $7,660,998Expenses 2011: $7,403,855Net Income 2011: $257,1432011Revenue 2012: $8,465,751Expenses 2012: $8,022,391Net Income 2012: $443,3602012Revenue 2013: $8,245,270Expenses 2013: $8,280,958Net Income 2013: -$35,6882013Revenue 2014: $8,826,907Expenses 2014: $8,978,168Net Income 2014: -$151,2612014Revenue 2015: $9,295,089Expenses 2015: $9,223,170Net Income 2015: $71,9192015Revenue 2016: $9,889,618Expenses 2016: $9,297,481Net Income 2016: $592,1372016Revenue 2017: $10,423,956Expenses 2017: $9,340,531Net Income 2017: $1,083,4252017Revenue 2018: $10,364,395Expenses 2018: $10,453,925Net Income 2018: -$89,5302018Revenue 2019: $10,223,176Expenses 2019: $10,900,980Net Income 2019: -$677,8042019Revenue 2020: $13,207,474Expenses 2020: $10,820,162Net Income 2020: $2,387,3122020Revenue 2021: $36,451,763Expenses 2021: $10,927,987Net Income 2021: $25,523,7762021Revenue 2022: $23,242,939Expenses 2022: $11,462,204Net Income 2022: $11,780,7352022Revenue 2023: $24,915,650Expenses 2023: $13,627,094Net Income 2023: $11,288,5562023Revenue 2024: $16,441,737Expenses 2024: $15,412,558Net Income 2024: $1,029,1792024

Highlighted filing

2022

Revenue$23,242,939
Expenses$11,462,204
Net Income$11,780,735
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 8, 2023
Return Version
2021v4.1
Gross Receipts
$24,721,260
Mission and Program Overview

Mission

Education

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,956,965$51,964,505▲ $50,007,540
Accounts Receivable$4,043,542$5,058,136▲ $1,014,594
Cash and Non-Interest-Bearing Accounts$4,192,233$5,046,506▲ $854,273
Investments in Publicly Traded Securities$1,200,919$2,030,889▲ $829,970
Savings and Temporary Cash Investments$1,074,179$307,888▼ $766,291
Pledges and Grants Receivable$260,269$0▼ $260,269
Prepaid Expenses and Deferred Charges$114,446$109,892▼ $4,554
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$49,822,750$72,604,149▲ $22,781,399
Other Assets Total$36,980,197$8,086,333▼ $28,893,864
Liabilities
Deferred Revenue$10,500,100$12,567,125▲ $2,067,025
Mortgage Notes Payable Secured by Investment Property$51,369$11,680,549▲ $11,629,180
Accounts Payable and Accrued Expenses$6,032,205$3,336,664▼ $2,695,541
Total Liabilities$16,583,674$27,584,338▲ $11,000,664
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$17,689,750$44,597,144▲ $26,907,394
Net Assets With Donor Restrictions$15,549,326$422,667▼ $15,126,659
Total Net Assets Fund Balance$33,239,076$45,019,811▲ $11,780,735
Total Liabilities and Net Assets / Fund Balance$49,822,750$72,604,149▲ $22,781,399

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$48,867,330$797,757$49,665,087
Equipment$1,717,856-$1,717,856
Other Land Buildings$1,210,389-$1,210,389
Land$168,930-$168,930
Other Assets Org$8,086,333--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$13,292,563$1,307,497▼ $1,287,067$4,201,793$9,111,200
2020$25,276,884$930,838▲ $2,900,690$15,815,849$13,292,563
2019$23,148,461$1,279,477▲ $848,946-$25,276,884
2018$22,282,355-▲ $851,741$14,365$23,119,731
2017$22,888,693$1,669,063▲ $1,605,188$795,889$25,367,055
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Angela EvansHead of SchoolFT$355,010$63,901$418,911
David RoyalDiretor of FinanceFT$207,000$10,350$217,350
Olivia BaumgartnerDirector of DevelopmentFT$196,000$13,720$209,720
Michael ColemanFacilities and Athletics DirectorFT$166,000$19,920$185,920
Susan JohnsonDirector Upper SchoolFT$156,000$18,720$174,720
Melissa MullaneDirector Lower SchoolFT$145,000$17,400$162,400
James GappDirector TechnologyFT$143,000$17,160$160,160
Noelle BeckerDirector CommunicationsFT$130,000$15,600$145,600
Meggen StockstillMath Dept ChairFT$128,500$15,420$143,920
Melissa PerezNurseFT$118,000$14,160$132,160

Board Members and Trustees

NameTitle
Chris ShepherdsonPresident
Paul CaseyVice President
Anne-Marie AgneloffTrustee
Brian NiccolTrustee
Eric OlsenTrustee
Eugene YimTrustee
Evan SlavikTrustee
John KirkowskiTrustee
Kerri SonenshineTrustee
Liz WilliamsTrustee
Michael CudzilTrustee
Nithin JillaTrustee
Richard TaketaTrustee
Ryan DeckerTrustee
Santino BlumettiTrustee
Sheila SwaroopTrustee
Tina WainwrightTrustee
Jenny GrossMember at Large
Laura VanderhookMember at Large
Karla KraftSecretary
Gary McKitterickTr Emeritus
Ben FrancoisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$13,815,172
Program Service Revenue
$10,859,946
Investment Income
$-1,446,436
Other Revenue
$14,257
All Other Contributions
$105,832
Change in Net Assets
$11,780,735

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table1$13,652,840Cost
Total Noncash Contributions1$13,652,840-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$7,966,404
Other Expenses$3,269,700
Total Fundraising Expense$302,054
Grants and Similar Amounts Paid$226,100
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,427,364$951,024$82,050$5,460,438
Current Officers, Directors, Trustees, and Key Employees$97,750$697,507$88,753$884,010
Depreciation Depletion$775,812$86,115$86$862,013
Other Employee Benefits$462,534$168,504$40,934$671,972
Payroll Taxes$334,589$121,893$29,611$486,093
Pension Plan Contributions$319,306$116,326$28,259$463,891
Fees for Services Other-$379,312-$379,312
Interest-$249,331-$249,331
Grants to Domestic Individuals$226,100--$226,100
All Other Expenses$125,138$42,283$217$167,638
Occupancy$110,857$11,086$1,231$123,174
Insurance-$112,053-$112,053
Advertising-$80,650$30,913$111,563
Other Expenses$23,247$73,325-$96,572
Total Functional Expenses$7,791,525$3,368,625$302,054$11,462,204
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$41,106
Fundraising Direct Expenses$26,849
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
LadiesX and Men's Events$41,106$41,106$26,849$14,257
Total Events$41,106$41,106$26,849$14,257
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-
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The return is provided to the current Board Treasurer, for review of Form 990 and attached schedules before filing.”

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

“The School asks that trustees and key employees complete a questionnaire regarding any conflicts of interest. The Board Chair and Head of School review these forms and discuss and resolve any reported conflicts of interest.”

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

“Head of School compensation is negotiated between the Head and the Executive Committee, which is comprised of select independent Board members.”

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

“Governing documents, policies, and financial statements are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Harbor Day School
EIN
95-2285957
Phone
9496401410
Address
3443 Pacific View Drive, Corona del Mar, CA 92625

Signing Officer

Name
David N Royal
Title
Director of Finance
Signed
2023-05-08
Discuss with paid preparer
Yes

Organization Details

Formed
1968
Legal Domicile
CA
Voting Board Members
23
Independent Board Members
23
Employees
90
Volunteers
200

Preparer

Firm
Klarin & Associates CPAs Inc
Address
20101 SW Birch Street Suite 210, Newport Beach, CA 92660
Preparer
Michelle L Walters CPA
Phone
9498331171
Supplemental Narrative

Financial Statement Notes

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

“Harbor Day Endowment Corp (related organization) will utilize its earnings to supplement the board designated quasi-endowment as well as to fund the scholarships and programs for Harbor Day School.”

Raw XML AppendixShowing 400 of 808 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/TitleTxt3Facilities and Athletics Director
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Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$72,604,149
Liabilities
$27,584,338
Net assets
$45,019,811
Revenue
$23,242,939
Expenses
$11,462,204
Net income
$11,780,735
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$120$62.7$57.3$16.4$15.4$1.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$124$68.1$56.3$24.9$13.6$11.3
2022Detailed filing. Detailed filing data is available for this year.$72.6$27.6$45.0$23.2$11.5$11.8
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$49.8$16.6$33.2$36.5$10.9$25.5
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.4$8.72$7.72$13.2$10.8$2.39
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.6$7.30$5.25$10.2$10.9$0.68
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.7$6.69$5.98$10.4$10.5$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.0$5.93$6.07$10.4$9.34$1.08
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.73$4.74$4.99$9.89$9.30$0.59
2015Detailed filing. Detailed filing data is available for this year.$9.06$4.66$4.40$9.30$9.22$0.07
2014Summary only. Only limited summary data is available for this year.$8.64$4.31$4.33$8.83$8.98$0.15
2013Summary only. Only limited summary data is available for this year.$9.00$4.52$4.48$8.25$8.28$0.04
2012Summary only. Only limited summary data is available for this year.$8.85$4.34$4.51$8.47$8.02$0.44
2011Summary only. Only limited summary data is available for this year.$8.83$4.76$4.07$7.66$7.40$0.26