Civic Intelligence

Westside Waldorf School

990 • Fiscal year 2019 • EIN 95-4159267

Jul 01, 2018 to Jun 30, 2019 • Filed on Jul 15, 2020

Organization ProfileWWW.WSWALDORF.ORG

View Organization Page

17310 Sunset BlvdPacific Palisades, CA 90272

(310) 576-0788

Siviq Scores

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

Liabilities / Assets

94th percentile

1.12x

Higher debt load relative to assets than 94% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

76th percentile

0.63x

Higher debt load relative to revenue than 76% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

33rd percentile

-1.4%

Higher net margin than 33% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

57th percentile

$137,439

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 2.2% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

7th percentile

-13%

Faster asset growth than 7% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

70th percentile

13%

Faster revenue growth than 70% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets94th percentile

Assets

Down

$3,483,009

Down $538,294 (-13%) from 2018

Net Assets

Down

-$418,562

Down $125,957 (-43%) from 2018

Liabilities

Down

$3,901,571

Down $412,337 (-9.6%) from 2018

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin33rd percentile

Revenue

Up

$6,212,155

Up $712,073 (+13%) from 2018

Expenses

Up

$6,297,027

Up $350,286 (+5.9%) from 2018

Net Income

Up

-$84,872

Up $361,787 (+81%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MAssets 2010: $4,552,857Liabilities 2010: $5,165,369Net Assets 2010: -$612,5122010Assets 2011: $4,908,042Liabilities 2011: $5,562,824Net Assets 2011: -$654,7822011Assets 2012: $4,796,266Liabilities 2012: $5,335,892Net Assets 2012: -$539,6262012Assets 2013: $5,064,532Liabilities 2013: $4,926,129Net Assets 2013: $138,4032013Assets 2014: $5,091,202Liabilities 2014: $4,698,239Net Assets 2014: $392,9632014Assets 2015: $4,956,362Liabilities 2015: $4,376,934Net Assets 2015: $579,4282015Assets 2016: $4,569,248Liabilities 2016: $4,089,062Net Assets 2016: $480,1862016Assets 2017: $4,208,114Liabilities 2017: $4,168,570Net Assets 2017: $39,5442017Assets 2018: $4,021,303Liabilities 2018: $4,313,908Net Assets 2018: -$292,6052018Assets 2019: $3,483,009Liabilities 2019: $3,901,571Net Assets 2019: -$418,5622019Assets 2020: $3,092,371Liabilities 2020: $3,283,256Net Assets 2020: -$190,8852020

Highlighted filing

2019

Assets$3,483,009
Liabilities$3,901,571
Net Assets-$418,562
Open 2019 Filing

Operations Trend

Revenue Growth70th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $3,821,2802010Expenses 2011: $5,467,4572011Revenue 2012: $5,205,361Expenses 2012: $4,851,719Net Income 2012: $353,6422012Expenses 2013: $5,230,0172013Revenue 2014: $5,705,957Expenses 2014: $5,475,005Net Income 2014: $230,9522014Revenue 2015: $5,628,081Expenses 2015: $5,462,965Net Income 2015: $165,1162015Revenue 2016: $5,512,584Expenses 2016: $5,702,361Net Income 2016: -$189,7772016Revenue 2017: $5,640,276Expenses 2017: $6,233,090Net Income 2017: -$592,8142017Revenue 2018: $5,500,082Expenses 2018: $5,946,741Net Income 2018: -$446,6592018Revenue 2019: $6,212,155Expenses 2019: $6,297,027Net Income 2019: -$84,8722019Revenue 2020: $6,493,294Expenses 2020: $6,265,617Net Income 2020: $227,6772020

Highlighted filing

2019

Revenue$6,212,155
Expenses$6,297,027
Net Income-$84,872
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 15, 2020
Return Version
2018v3.2
Gross Receipts
$6,281,462
Mission and Program Overview

Mission

Westside waldorf school is an independent, not-for-profit school that serves nursery through grade 8.

Operation of a private preschool, kindergarten, and elementary school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,222,516$2,074,786▼ $147,730
Cash and Non-Interest-Bearing Accounts$1,308,157$1,114,259▼ $193,898
Accounts Receivable$432,647$230,685▼ $201,962
Loans From Officers Directors$200,000$200,000→ $0
Prepaid Expenses and Deferred Charges$46,288$52,331▲ $6,043
Investments Other Securities$11,695$10,948▼ $747
Total Assets$4,021,303$3,483,009▼ $538,294
Liabilities
Tax Exempt Bond Liabilities$1,968,246$1,827,793▼ $140,453
Other Liabilities$843,621$907,465▲ $63,844
Deferred Revenue$1,201,950$709,897▼ $492,053
Accounts Payable and Accrued Expenses$100,091$256,416▲ $156,325
Total Liabilities$4,313,908$3,901,571▼ $412,337
Net Assets / Fund Balance
Unrestricted Net Assets$-292,605$-418,562▼ $125,957
Total Net Assets Fund Balance$-292,605$-418,562▼ $125,957
Total Liabilities and Net Assets / Fund Balance$4,021,303$3,483,009▼ $538,294

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$2,045,111$2,312,202$4,357,313
Equipment$29,675$121,695$151,370
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ellie JenkinsSchool Administrative ChairFT$132,613$4,826$137,439
Mike QuishenberryBusiness ManagerFT$127,308$7,285$134,593
Jessica BreakeyTrustee & TeacherFT$78,550$5,649$84,199
Belinda JamesTrustee & TeacherFT$75,000$2,758$77,758
Anjum MirTrustee & TeacherFT$62,845$308$63,153

Board Members and Trustees

NameTitle
CATHERINE O'NEILLPresident & Trustee
Stanley ChiuVice President & Trustee
Charleen KaySecretary & Trustee
Steven AvdulTreasurer & Trustee
Alex HoughtonTrustee
George BrysonTrustee
Jeff SpearTrustee
Liis EdwardsTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$380,580
Program Service Revenue
$5,826,170
Investment Income
$2,328
Other Revenue
$3,077
All Other Contributions
$59,388
Change in Net Assets
$-84,872
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,282,128
Other Expenses$1,891,065
Grants and Similar Amounts Paid$1,123,834
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,720,999$488,097-$2,209,096
Grants to Domestic Individuals$1,123,834--$1,123,834
Occupancy$501,345$25,989-$527,334
Current Officers, Directors, Trustees, and Key Employees$216,425$222,031-$438,456
Other Employee Benefits$297,368$114,092-$411,460
Office Expenses$247,128$62,276-$309,404
Payroll Taxes$168,110$55,006-$223,116
Depreciation Depletion$172,582$9,994-$182,576
Interest$137,579$7,686-$145,265
Other Expenses$105,194$3,435-$105,194
All Other Expenses$64,324$11,243-$75,567
Fees for Services Other$69,693$3,386-$73,079
Insurance$45,904$19,339-$65,243
Fees for Services Accounting$6,101$18,302-$24,403
Fees for Services Legal$2,912$20,548-$23,460
Travel$5,919$2,769-$8,688
Advertising$2,539$4,165-$6,704
Total Functional Expenses$5,201,830$1,095,197$0$6,297,027
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$69,307
Fundraising Gross Income$69,307
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Soiree$125,579$50,894$50,894$0
Annual Giving$225,005$149$149$0
Total Events$390,499$69,307$69,307$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
Loans from Officers, Directors, Trustees, and Key Employees$200,000$200,000→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Rent$665,929
Interest Rate Swap$241,536

Bond Issues

BondIssuerIssuedIssue PricePurpose
ACalifornia Infrastructure & Economic Development Bank2006-10-04$3,000,000Renovating & rehabilitating the school's property.

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$3,000,000-$625,000$216,343

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
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 11B

“The informational return is prepared by outside accountants and is reviewed by the finance committee. Once the finance committee approves the return, it is made available to the rest of the board prior to electronic filing.”

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

“The organization regularly and consistently monitors and enforces compliance with the policy upon annual updates.”

Form 990, Part VI, Section B, Line 15

“The board of directors approves increases to compensation for key employees and/or independent contractors of the organization.”

Form 990, Part VI, Section C, Line 18

“Form 1023 and 990 are available for public inspection on www.guidestar.org and upon request.”

Form 990, Part VI, Section C, Line 19

“Documents are not available to the public.”

FORM 990 PART VII SECTION A:

“Individuals listed in this part that have titles of trustee/teachers are compensated for their role as a teacher and not as a trustee.”

Filing and Contact Details

Filer

Filer Name
Westside Waldorf School
EIN
95-4159267
Phone
3105760788
Address
17310 SUNSET BLVD, PACIFIC PALISADES, CA 90272

Signing Officer

Name
Steven Avdul
Title
Treasurer
Phone
3105760788
Signed
2020-07-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steven Avdul
Formed
1989
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
10
Employees
64
Volunteers
50

Preparer

Firm
Singerlewak Llp
Address
10960 WILSHIRE BOULEVARD 7TH FLOOR, LOS ANGELES, CA 90024-3783
Preparer
Lior Temkin
Phone
3104773924
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in fair value of interest rate swap -41,085.”

Financial Statement Notes

PART X, LINE 2:

“The school is exempt from income taxes under internal revenue code section 501(c)(3) and section 23701(d) of the california revenue and taxation code. However, the school is subject to income taxes on any net income that is derived from a trade or business, regularly carried on and not in furtherance of the purposes for which it was granted exemption. No income tax provision has been recorded as the net income, if any, from any unrelated trade or business and, in the opinion of management, is not material to the basic financial statements taken as a whole. In accordance with asc topic no. 740, uncertainty in income taxes, the school recognizes the impact of tax positions in the financial statements if that position is more likely than not to be sustained on audit, based on the technical merits of the position. To date, the school has not recorded any uncertain tax positions. The school recognizes potential accrued interest and penalties related to uncertain tax positions in income tax expense. During the year ended june 30, 2018, the school did not recognize any amount in potential interest and penalties associated with uncertain tax positions and did not note any matters which may have an effect on its tax-exempt status. The following table summarizes the open tax years for each major jurisdiction: jurisdiction open tax years federal: 2016-2019 california: 2015-2019”

Raw XML AppendixShowing 400 of 573 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/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt01123834
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt01123834
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt01123834
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt06281462
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt019339
IRS990/InsuranceGrp/ProgramServicesAmt045904
IRS990/InsuranceGrp/TotalAmt065243
IRS990/InterestGrp/ManagementAndGeneralAmt07686
IRS990/InterestGrp/ProgramServicesAmt0137579
IRS990/InterestGrp/TotalAmt0145265
IRS990/InvestmentIncomeGrp/ExclusionAmt02328
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02328
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt011695
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt010948
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt026
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02433897
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02222516
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02074786
IRS990/LandBldgEquipCostOrOtherBssAmt04508683
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd01
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt0200000
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt0200000
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0WESTSIDE WALDORF SCHOOL IS AN INDEPENDENT, NOT-FOR-PROFIT SCHOOL THAT SERVES NURSERY THROUGH GRADE 8.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0-292605
IRS990/NetAssetsOrFundBalancesEOYAmt0-418562
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt025989
IRS990/OccupancyGrp/ProgramServicesAmt0501345
IRS990/OccupancyGrp/TotalAmt0527334
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt062276
IRS990/OfficeExpensesGrp/ProgramServicesAmt0247128
IRS990/OfficeExpensesGrp/TotalAmt0309404
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-41085
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0114092
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0297368
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0411460
IRS990/OtherExpensesGrp/Desc0SAFETY AND MEDICAL COST
IRS990/OtherExpensesGrp/Desc1REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc2BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/Desc3PROGRAM SUPPLIES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt026839
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13435
IRS990/OtherExpensesGrp/ProgramServicesAmt0100642
IRS990/OtherExpensesGrp/ProgramServicesAmt1106832
IRS990/OtherExpensesGrp/ProgramServicesAmt2106400
IRS990/OtherExpensesGrp/ProgramServicesAmt3105194
IRS990/OtherExpensesGrp/TotalAmt0127481
IRS990/OtherExpensesGrp/TotalAmt1110267
IRS990/OtherExpensesGrp/TotalAmt2106400
IRS990/OtherExpensesGrp/TotalAmt3105194
IRS990/OtherInd0X
IRS990/OtherLiabilitiesGrp/BOYAmt0843621
IRS990/OtherLiabilitiesGrp/EOYAmt0907465
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt03077
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03077
IRS990/OtherRevenueTotalAmt03077
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0488097
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01720999
IRS990/OtherSalariesAndWagesGrp/TotalAmt02209096
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt055006
IRS990/PayrollTaxesGrp/ProgramServicesAmt0168110
IRS990/PayrollTaxesGrp/TotalAmt0223116
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt046288
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt052331
IRS990/PrincipalOfficerNm0STEVEN AVDUL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0TUITION AND FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05826170
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05826170
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0270128
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0911794
IRS990/PYInvestmentIncomeAmt01649
IRS990/PYOtherExpensesAmt01727282
IRS990/PYOtherRevenueAmt04234
IRS990/PYProgramServiceRevenueAmt05224071
IRS990/PYRevenuesLessExpensesAmt0-446659
IRS990/PYSalariesCompEmpBnftPaidAmt03307665
IRS990/PYTotalExpensesAmt05946741
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05500082
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-84872
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt05826170
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt029675
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0121695
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0151370
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt02045111
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt02312202
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt04357313
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0665929
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1241536
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEFERRED RENT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1INTEREST RATE SWAP
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL IS EXEMPT FROM INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. HOWEVER, THE SCHOOL IS SUBJECT TO INCOME TAXES ON ANY NET INCOME THAT IS DERIVED FROM A TRADE OR BUSINESS, REGULARLY CARRIED ON AND NOT IN FURTHERANCE OF THE PURPOSES FOR WHICH IT WAS GRANTED EXEMPTION. NO INCOME TAX PROVISION HAS BEEN RECORDED AS THE NET INCOME, IF ANY, FROM ANY UNRELATED TRADE OR BUSINESS AND, IN THE OPINION OF MANAGEMENT, IS NOT MATERIAL TO THE BASIC FINANCIAL STATEMENTS TAKEN AS A WHOLE. IN ACCORDANCE WITH ASC TOPIC NO. 740, UNCERTAINTY IN INCOME TAXES, THE SCHOOL RECOGNIZES THE IMPACT OF TAX POSITIONS IN THE FINANCIAL STATEMENTS IF THAT POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED ON AUDIT, BASED ON THE TECHNICAL MERITS OF THE POSITION. TO DATE, THE SCHOOL HAS NOT RECORDED ANY UNCERTAIN TAX POSITIONS. THE SCHOOL RECOGNIZES POTENTIAL ACCRUED INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS IN INCOME TAX EXPENSE. DURING THE YEAR ENDED JUNE 30, 2018, THE SCHOOL DID NOT RECOGNIZE ANY AMOUNT IN POTENTIAL INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS AND DID NOT NOTE ANY MATTERS WHICH MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. THE FOLLOWING TABLE SUMMARIZES THE OPEN TAX YEARS FOR EACH MAJOR JURISDICTION: JURISDICTION OPEN TAX YEARS FEDERAL: 2016-2019 CALIFORNIA: 2015-2019
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02074786
IRS990ScheduleD/TotalLiabilityAmt0907465
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd00
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION PUBLICIZES ITS RACIALLY NONDISCRIMINATORY POLICY ON THE SCHOOL'S WEBSITE AND IS INCLUDED ON THE SCHOOL'S APPLICATION FORMS.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION CURRENTLY DOES NOT MAINTAIN RECORDS INDICATING THE RACIAL COMPOSITION OF THE STUDENT BODY, FACULTY, AND ADMINISTRATIVE STAFF AS EMPLOYMENT AND ADMISSION IS DONE ON A RACIALLY NONDISCRIMINATORY BASIS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 4
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0321192
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0224856
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt074685
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt021651
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt069307
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ANNUAL GIVING
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SPRING SOIREE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0225005
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt0125579
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt039915
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0390499
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0149
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt050894
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt018264
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt069307
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt018264
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt069307
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0149
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt050894
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt05
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0168890

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,483,009
Liabilities
$3,901,571
Net assets
-$418,562
Revenue
$6,212,155
Expenses
$6,297,027
Net income
-$84,872
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$3.09$3.28$0.19$6.49$6.27$0.23
2019Detailed filing. Detailed filing data is available for this year.$3.48$3.90$0.42$6.21$6.30$0.08
2018Detailed filing. Detailed filing data is available for this year.$4.02$4.31$0.29$5.50$5.95$0.45
2017Detailed filing. Detailed filing data is available for this year.$4.21$4.17$0.04$5.64$6.23$0.59
2016Detailed filing. Detailed filing data is available for this year.$4.57$4.09$0.48$5.51$5.70$0.19
2015Detailed filing. Detailed filing data is available for this year.$4.96$4.38$0.58$5.63$5.46$0.17
2014Detailed filing. Detailed filing data is available for this year.$5.09$4.70$0.39$5.71$5.48$0.23
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.06$4.93$0.14$5.23
2012Summary only. Only limited summary data is available for this year.$4.80$5.34$0.54$5.21$4.85$0.35
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.91$5.56$0.65$5.47
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.55$5.17$0.61$3.82