Totals
- Total revenue
- $66,022,159
- Total expenses
- $59,039,986
- Contributions and grants received
- $16,952,073
- Grants paid
- $4,088,963
- Program service revenue
- $47,190,145
- Investment income
- $1,650,881
- Other revenue
- $229,060
- Total assets, end of year
- $333,963,830
- Total liabilities, end of year
- $145,044,614
- Net assets or fund balances, end of year
- $188,919,216
- Program services expenses (Part IX)
- $48,550,343
- Management and general expenses
- $8,735,066
- Fundraising expenses
- $1,754,577
- Program service expenses (Part III)
- $48,550,343
Program services were 82.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
Mark C Rodriquez
Chairman
- Total calculated
- $0
- Hours/week
- 10
-
William Gentry Lee Jr
Vice Chairman
- Total calculated
- $0
- Hours/week
- 2
-
Carrie C Miller
Secretary
- Total calculated
- $0
- Hours/week
- 2
-
Christopher B Johnson
Treasurer
- Total calculated
- $0
- Hours/week
- 2
-
Kathy Britton
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Joe Dilg
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Angela Fullen
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Will Giraud
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Lacey Fluor Goossen
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
David Harvey
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Frank Hogan
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Rosa Kim
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Tola Laniyan
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Ransom C Lummis
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Andrew D McCullough Jr
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
LeRoy Melcher
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Camilo E Munoz
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Ba Nguyen
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Christopher Sarofim
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Leslie E Sasser
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Elizabeth N Stepanian
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Maria Zerr
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Daniel J Alig
Head of School/CEO
- Total calculated
- $569,979
- From this org
- $469,029
- From related orgs
- $0
- Other
- $100,950
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $432,438
- Bonus
- $0
- Other
- $36,591
- Deferred
- $90,250
- Nontaxable benefits
- $10,700
- Filer's total
- $569,979
-
L Greg Swan
CFO
- Total calculated
- $363,621
- From this org
- $330,285
- From related orgs
- $0
- Other
- $33,336
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $330,285
- Bonus
- $0
- Other
- $0
- Deferred
- $24,400
- Nontaxable benefits
- $8,936
- Filer's total
- $363,621
-
Mark Dini
CAO through 7/22
- Total calculated
- $185,620
- From this org
- $164,947
- From related orgs
- $0
- Other
- $20,673
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $164,947
- Bonus
- $0
- Other
- $0
- Deferred
- $13,802
- Nontaxable benefits
- $6,871
- Filer's total
- $185,620
-
Christine M Curran
Associate Head of School
- Total calculated
- $282,838
- From this org
- $248,690
- From related orgs
- $0
- Other
- $34,148
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $248,690
- Bonus
- $0
- Other
- $0
- Deferred
- $24,980
- Nontaxable benefits
- $9,168
- Filer's total
- $282,838
-
Thomas M McLaughlin
Head of Lower School
- Total calculated
- $207,303
- From this org
- $184,581
- From related orgs
- $0
- Other
- $22,722
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $184,581
- Bonus
- $0
- Other
- $0
- Deferred
- $9,686
- Nontaxable benefits
- $13,036
- Filer's total
- $207,303
-
Chia-Chee Chiu
Head of Middle School
- Total calculated
- $206,543
- From this org
- $188,272
- From related orgs
- $0
- Other
- $18,271
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $188,272
- Bonus
- $0
- Other
- $0
- Deferred
- $9,405
- Nontaxable benefits
- $8,866
- Filer's total
- $206,543
-
Dawsey D Romero
Director of Advancement
- Total calculated
- $177,149
- From this org
- $163,194
- From related orgs
- $0
- Other
- $13,955
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $163,194
- Bonus
- $0
- Other
- $0
- Deferred
- $12,514
- Nontaxable benefits
- $1,441
- Filer's total
- $177,149
-
Richard Still
Director of Security & Facilities
- Total calculated
- $229,394
- From this org
- $217,748
- From related orgs
- $0
- Other
- $11,646
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $217,748
- Bonus
- $0
- Other
- $0
- Deferred
- $9,932
- Nontaxable benefits
- $1,714
- Filer's total
- $229,394
-
Jamie L Kim
Head of College Counseling
- Total calculated
- $180,400
- From this org
- $163,157
- From related orgs
- $0
- Other
- $17,243
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $163,157
- Bonus
- $0
- Other
- $0
- Deferred
- $8,003
- Nontaxable benefits
- $9,240
- Filer's total
- $180,400
-
Vincent S Arduini
Director of Athletics
- Total calculated
- $174,071
- From this org
- $153,984
- From related orgs
- $0
- Other
- $20,087
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $153,984
- Bonus
- $0
- Other
- $0
- Deferred
- $10,892
- Nontaxable benefits
- $9,195
- Filer's total
- $174,071
-
Courtney Burger
Director of Admissions
- Total calculated
- $173,854
- From this org
- $154,076
- From related orgs
- $0
- Other
- $19,778
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $154,076
- Bonus
- $0
- Other
- $0
- Deferred
- $10,583
- Nontaxable benefits
- $9,195
- Filer's total
- $173,854
-
Dwight Raulston
Teacher
- Total calculated
- $173,993
- From this org
- $147,714
- From related orgs
- $0
- Other
- $26,279
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $147,714
- Bonus
- $0
- Other
- $0
- Deferred
- $15,928
- Nontaxable benefits
- $10,351
- Filer's total
- $173,993
-
Mark Desjardins
Former Head of School
- Total calculated
- $285,225
- From this org
- $285,225
- From related orgs
- $0
- Other
- $0
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $285,225
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $285,225
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 1a · Tax indemnification and gross-up payments
- 1a · Housing allowance or residence for personal use
- 1a · Personal services (maid, chauffeur, chef)
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
Answered no
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- Part I, Line 1a
- All of the benefits checked in Part I are provided to Daniel Alig, the Head of School. - The School provides a house on campus and pays for utilities and maintenance of the house including the services of a housekeeper. The value of this benefit (estimated at $108,046 for this fiscal year) is not treated as taxable compensation because it meets the criteria for exclusion under IRC Section 119. - The School included a gross-up payment of $57,515 for this fiscal year relating to non-cash fringe benefits provided. This amount was treated as taxable compensation.
- Part I, Lines 4a-b
- The School has established a Rabbi Trust for the benefit of Daniel Alig, the Head of School. The amount treated as deferred compensation to him under this plan during this fiscal year was $75,000. Former Head of School Mark Desjardins received $285,225 of severance pay during calendar year 2022.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 7 February 2024
- IRS schema version
- 2022v5.0
- Source object
- 202400389349300740
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