Civic Intelligence

Harbor Day School

990 • Fiscal year 2023 • EIN 95-2285957

Jul 01, 2022 to Jun 30, 2023 • Filed on May 03, 2024

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

71st percentile

0.55x

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

2023 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2023

Liabilities / Revenue

85th percentile

2.73x

Higher debt load relative to revenue than 85% of similar nonprofits.

2023 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2023

Net Margin

92nd percentile

45%

Higher net margin than 92% of similar nonprofits.

2023 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2023

Top Officer Pay

42nd percentile

$408,832

Higher top officer pay than 42% of similar nonprofits.

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

2023 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2023

Asset Growth

95th percentile

71%

Faster asset growth than 95% of similar nonprofits.

2023 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2022 to 2023

Revenue Growth

58th percentile

7.2%

Faster revenue growth than 58% of similar nonprofits.

2023 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$124,370,500

Up $51,766,351 (+71%) from 2022

Net Assets

Up

$56,308,367

Up $11,288,556 (+25%) from 2022

Liabilities

Up

$68,062,133

Up $40,477,795 (+147%) from 2022

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin92nd percentile

Revenue

Up

$24,915,650

Up $1,672,711 (+7.2%) from 2022

Expenses

Up

$13,627,094

Up $2,164,890 (+19%) from 2022

Net Income

Down

$11,288,556

Down $492,179 (-4.2%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth95th 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

2023

Assets$124,370,500
Liabilities$68,062,133
Net Assets$56,308,367
Open 2023 Filing

Operations Trend

Revenue Growth58th 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

2023

Revenue$24,915,650
Expenses$13,627,094
Net Income$11,288,556
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 3, 2024
Return Version
2022v5.0
Gross Receipts
$24,915,650
Mission and Program Overview

Mission

Education

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$51,964,505$50,738,572▼ $1,225,933
Cash and Non-Interest-Bearing Accounts$5,046,506$29,621,125▲ $24,574,619
Accounts Receivable$5,058,136$5,436,931▲ $378,795
Investments in Publicly Traded Securities$2,030,889$5,022,683▲ $2,991,794
Prepaid Expenses and Deferred Charges$109,892$123,531▲ $13,639
Savings and Temporary Cash Investments$307,888$42,058▼ $265,830
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$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$72,604,149$124,370,500▲ $51,766,351
Other Assets Total$8,086,333$33,385,600▲ $25,299,267
Liabilities
Mortgage Notes Payable Secured by Investment Property$11,680,549$45,847,240▲ $34,166,691
Deferred Revenue$12,567,125$12,698,435▲ $131,310
Accounts Payable and Accrued Expenses$3,336,664$9,516,458▲ $6,179,794
Total Liabilities$27,584,338$68,062,133▲ $40,477,795
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$44,597,144$47,330,932▲ $2,733,788
Net Assets With Donor Restrictions$422,667$8,977,435▲ $8,554,768
Total Net Assets Fund Balance$45,019,811$56,308,367▲ $11,288,556
Total Liabilities and Net Assets / Fund Balance$72,604,149$124,370,500▲ $51,766,351

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$47,456,104$2,208,983$49,665,087
Equipment$1,861,760-$1,861,760
Other Land Buildings$1,251,778-$1,251,778
Land$168,930-$168,930
Other Assets Org$33,385,600--
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Angela EvansHead of SchoolFT$374,536$34,296$408,832
Olivia BaumgartnerDirector of DevelopmentFT$217,000$14,105$231,105
David RoyalDiretor of FinanceFT$218,400$10,635$229,035
Michael ColemanFacilities and Athletics DirectorFT$186,300$25,613$211,913
Susan JohnsonDirector Upper SchoolFT$165,600$24,022$189,622
Melissa MullaneDirector Lower SchoolFT$153,000$21,727$174,727
James GappDirector of TechnologyFT$151,590$21,467$173,057
Meggen StockstillMath Dept ChairFT$142,820-$142,820
Noelle BeckerDirector CommunicationsFT$137,150-$137,150
Jon GroganInstructorFT$124,900-$124,900
Derick PikulaInstructorFT$123,680-$123,680
Melissa PerezNurseFT$123,500-$123,500

Board Members and Trustees

NameTitle
Chris ShepherdsonPresident
Karla KraftVice President
Anne-Marie AngeloffTrustee
Brendan WelchTrustee
Brian NiccolTrustee
Eric OlsenTrustee
Eugene YimTrustee
Evan SlavikTrustee
Jenny GrossTrustee
Kristi FraleyTrustee
Laurel TippettTrustee
Linda LaiTrustee
Liz WilliamsTrustee
Nithin JillaTrustee
Paul CaseyTrustee
Richard TaketaTrustee
Ryan DeckerTrustee
Scott WatsonTrustee
Tina WainwrightTrustee
Ben FrancoisMember at Large
Kerri SonenshineMember at Large
Laura VanderhookSecretary
Santino BlumettiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$11,674,554
Program Service Revenue
$13,199,234
Investment Income
$41,862
Other Revenue
$0
All Other Contributions
$127,480
Change in Net Assets
$11,288,556

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$11,458,990Cost
Other Non Cash Contri Table1$7,480Donor
Total Noncash Contributions2$11,466,470-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$8,540,038
Other Expenses$4,851,181
Total Fundraising Expense$890,717
Grants and Similar Amounts Paid$235,875
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,462,066$390,298$500,966$5,353,330
Depreciation Depletion$1,270,103$70,561$70,561$1,411,225
Current Officers, Directors, Trustees, and Key Employees$877,719$265,573$93,634$1,236,926
Other Employee Benefits$558,924$94,352$61,948$715,224
Pension Plan Contributions$558,237$94,237$61,872$714,346
Interest-$601,458-$601,458
Payroll Taxes$406,528$68,626$45,058$520,212
Fees for Services Other-$461,400-$461,400
Foreign Grants$235,875--$235,875
Other Expenses$91,502$85,012-$176,514
All Other Expenses$3,756$157,365$14,267$175,388
Insurance-$145,974-$145,974
Occupancy$128,398$7,133$7,133$142,664
Advertising-$85,476$35,278$120,754
Total Functional Expenses$9,539,946$3,196,431$890,717$13,627,094
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
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, Section B, Line 11B

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

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

“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, Section B, Line 15A

“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, Section C, Line 19

“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
2024-05-03
Discuss with paid preparer
Yes

Organization Details

Formed
1968
Legal Domicile
CA
Voting Board Members
23
Independent Board Members
23
Employees
103
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 779 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt03336664
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt09516458
IRS990/AccountsReceivableGrp/BOYAmt05058136
IRS990/AccountsReceivableGrp/EOYAmt05436931
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Education
IRS990/AdvertisingGrp/FundraisingAmt035278
IRS990/AdvertisingGrp/ManagementAndGeneralAmt085476
IRS990/AdvertisingGrp/TotalAmt0120754
IRS990/AllOtherContributionsAmt0127480
IRS990/AllOtherExpensesGrp/FundraisingAmt014267
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0157365
IRS990/AllOtherExpensesGrp/ProgramServicesAmt03756
IRS990/AllOtherExpensesGrp/TotalAmt0175388
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0David Royal
IRS990/BooksInCareOfDetail/PhoneNum09496401410
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03443 Pacific View Drive
IRS990/BooksInCareOfDetail/USAddress/CityNm0Corona del Mar
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092625
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt05046506
IRS990/CashNonInterestBearingGrp/EOYAmt029621125
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt093634
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0265573
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0877719
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt01236926
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt011674554
IRS990/CYGrantsAndSimilarPaidAmt0235875
IRS990/CYInvestmentIncomeAmt041862
IRS990/CYOtherExpensesAmt04851181
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt013199234
IRS990/CYRevenuesLessExpensesAmt011288556
IRS990/CYSalariesCompEmpBnftPaidAmt08540038
IRS990/CYTotalExpensesAmt013627094
IRS990/CYTotalFundraisingExpenseAmt0890717
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt024915650
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0true
IRS990/DeferredRevenueGrp/BOYAmt012567125
IRS990/DeferredRevenueGrp/EOYAmt012698435
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt070561
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt070561
IRS990/DepreciationDepletionGrp/ProgramServicesAmt01270103
IRS990/DepreciationDepletionGrp/TotalAmt01411225
IRS990/Desc0Operation of classrooms for the education of students, kindergarten through eighth grade. Enrollment approximately 410.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0422667
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt08977435
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt0103
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt09539946
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0461400
IRS990/FeesForServicesOtherGrp/TotalAmt0461400
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/ProgramServicesAmt0235875
IRS990/ForeignGrantsGrp/TotalAmt0235875
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt160.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt170.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt180.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt190.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt200.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt210.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt220.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt230.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt250.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt260.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt270.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt280.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt290.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt300.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt310.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt320.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt330.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt840.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt132.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt142.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt152.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt181.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt191.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt201.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt211.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt221.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt231.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt241.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt251.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt261.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt271.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt281.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt291.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt301.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt311.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt321.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt331.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt341.00
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt034296
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt114105
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210635
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt325613
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt424022
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt521727
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt621467
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/OtherCompensationAmt250
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt260
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt270
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt280
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt290
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt300
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt310
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt320
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt330
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt340
IRS990/Form990PartVIISectionAGrp/PersonNm0Angela Evans
IRS990/Form990PartVIISectionAGrp/PersonNm1Olivia Baumgartner
IRS990/Form990PartVIISectionAGrp/PersonNm2David Royal
IRS990/Form990PartVIISectionAGrp/PersonNm3Michael Coleman
IRS990/Form990PartVIISectionAGrp/PersonNm4Susan Johnson
IRS990/Form990PartVIISectionAGrp/PersonNm5Melissa Mullane
IRS990/Form990PartVIISectionAGrp/PersonNm6James Gapp
IRS990/Form990PartVIISectionAGrp/PersonNm7Meggen Stockstill
IRS990/Form990PartVIISectionAGrp/PersonNm8Noelle Becker
IRS990/Form990PartVIISectionAGrp/PersonNm9Jon Grogan
IRS990/Form990PartVIISectionAGrp/PersonNm10Derick Pikula
IRS990/Form990PartVIISectionAGrp/PersonNm11Melissa Perez
IRS990/Form990PartVIISectionAGrp/PersonNm12Chris Shepherdson
IRS990/Form990PartVIISectionAGrp/PersonNm13Karla Kraft
IRS990/Form990PartVIISectionAGrp/PersonNm14Laura Vanderhook
IRS990/Form990PartVIISectionAGrp/PersonNm15Santino Blumetti
IRS990/Form990PartVIISectionAGrp/PersonNm16Ben Francois
IRS990/Form990PartVIISectionAGrp/PersonNm17Kerri Sonenshine
IRS990/Form990PartVIISectionAGrp/PersonNm18Anne-Marie Angeloff
IRS990/Form990PartVIISectionAGrp/PersonNm19Paul Casey
IRS990/Form990PartVIISectionAGrp/PersonNm20Ryan Decker
IRS990/Form990PartVIISectionAGrp/PersonNm21Jenny Gross
IRS990/Form990PartVIISectionAGrp/PersonNm22Nithin Jilla
IRS990/Form990PartVIISectionAGrp/PersonNm23Linda Lai
IRS990/Form990PartVIISectionAGrp/PersonNm24Brian Niccol
IRS990/Form990PartVIISectionAGrp/PersonNm25Eric Olsen
IRS990/Form990PartVIISectionAGrp/PersonNm26Evan Slavik
IRS990/Form990PartVIISectionAGrp/PersonNm27Richard Taketa
IRS990/Form990PartVIISectionAGrp/PersonNm28Laurel Tippett
IRS990/Form990PartVIISectionAGrp/PersonNm29Tina Wainwright
IRS990/Form990PartVIISectionAGrp/PersonNm30Scott Watson
IRS990/Form990PartVIISectionAGrp/PersonNm31Brendan Welch
IRS990/Form990PartVIISectionAGrp/PersonNm32Liz Williams
IRS990/Form990PartVIISectionAGrp/PersonNm33Eugene Yim
IRS990/Form990PartVIISectionAGrp/PersonNm34Kristi Fraley
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0374536
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1217000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2218400
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3186300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt4165600
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt5153000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt6151590
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt7142820
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8137150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9124900
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10123680
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11123500
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/ReportableCompFromOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt290
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt310
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt320
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt330
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt340
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/TitleTxt0Head of School
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director of Development
IRS990/Form990PartVIISectionAGrp/TitleTxt2Diretor of Finance
IRS990/Form990PartVIISectionAGrp/TitleTxt3Facilities and Athletics Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director Upper School
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director Lower School
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director of Technology
IRS990/Form990PartVIISectionAGrp/TitleTxt7Math Dept Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt8Dir Communications
IRS990/Form990PartVIISectionAGrp/TitleTxt9Instructor
IRS990/Form990PartVIISectionAGrp/TitleTxt10Instructor
IRS990/Form990PartVIISectionAGrp/TitleTxt11Nurse
IRS990/Form990PartVIISectionAGrp/TitleTxt12President
IRS990/Form990PartVIISectionAGrp/TitleTxt13Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt14Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt15Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt16Member at Large
IRS990/Form990PartVIISectionAGrp/TitleTxt17Member at Large
IRS990/Form990PartVIISectionAGrp/TitleTxt18Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt19Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt20Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt21Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt22Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt23Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt24Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt25Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt26Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt27Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt28Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt29Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt30Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt31Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt32Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt33Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt34Trustee
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01968
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt023
IRS990/GrantAmt0235875
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt024915650
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt023
IRS990/IndivRcvdGreaterThan100KCnt024
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt0145974
IRS990/InsuranceGrp/TotalAmt0145974
IRS990/IntangibleAssetsGrp/EOYAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$124,370,500
Liabilities
$68,062,133
Net assets
$56,308,367
Revenue
$24,915,650
Expenses
$13,627,094
Net income
$11,288,556
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
2023Detailed filing. Detailed filing data is available for this year.$124$68.1$56.3$24.9$13.6$11.3
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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