Totals
- Total revenue
- $45,296,227
- Total expenses
- $31,934,078
- Contributions and grants received
- $15,732,293
- Grants paid
- $0
- Program service revenue
- $29,223,767
- Investment income
- $407,091
- Other revenue
- -$66,924
- Total assets, end of year
- $87,428,041
- Total liabilities, end of year
- $10,423,413
- Net assets or fund balances, end of year
- $77,004,628
- Program services expenses (Part IX)
- $25,445,124
- Management and general expenses
- $4,364,837
- Fundraising expenses
- $2,124,117
- Program service expenses (Part III)
- $25,445,124
Program services were 79.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$838,372
-
1f · All other contributions, gifts and grants
$14,893,921
-
2a · Program service revenue: TUITION
total $25,312,437 · related or exempt $25,312,437
-
2b · Program service revenue: AUXILIARY SERVICES
total $2,869,658 · related or exempt $2,869,658
-
2c · Program service revenue: FEES & ASSESSMENTS
total $1,041,672 · related or exempt $1,041,672
-
3 · Investment income
total $407,091 · excluded $407,091
-
8a · Fundraising events: gross income
$72,250
-
8a · Fundraising events: contributions included on line 1c
$838,372
-
8b · Fundraising events: direct expenses
$270,120
-
8c · Net income from fundraising events
total -$197,870 · excluded -$197,870
-
11a · Other revenue: MISCELLANEOUS INCOME
total $130,946 · related or exempt $130,946
-
11e · Other revenue, total
$130,946
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $1,576,903 · program services $561,138 · management and general $880,115 · fundraising $135,650
-
7 · Other salaries and wages
total $13,248,942 · program services $11,759,858 · management and general $1,119,281 · fundraising $369,803
-
9 · Other employee benefits
total $1,838,508 · program services $1,587,091 · management and general $192,766 · fundraising $58,651
-
10 · Payroll taxes
total $1,047,905 · program services $884,390 · management and general $126,589 · fundraising $36,926
-
11b · Fees: legal
total $32,076 · management and general $32,076
-
11c · Fees: accounting
total $58,684 · management and general $58,684
-
12 · Advertising and promotion
total $203,366 · program services $3,189 · management and general $200,177
-
13 · Office expenses
total $394,649 · program services $366,429 · management and general $20,522 · fundraising $7,698
-
14 · Information technology
total $986,724 · program services $690,707 · management and general $296,017
-
16 · Occupancy
total $418,314 · program services $418,314
-
17 · Travel
total $642,111 · program services $456,090 · management and general $167,855 · fundraising $18,166
-
22 · Depreciation, depletion and amortization
total $1,245,136 · program services $996,109 · management and general $249,027
-
23 · Insurance
total $377,417 · program services $4,873 · management and general $372,544
-
24a · Other expenses: FINANCIAL AID
total $3,903,115 · program services $3,903,115
-
24b · Other expenses: CAPITAL CAMPAIGN
total $1,374,777 · fundraising $1,374,777
-
24c · Other expenses: GENERAL AND MISC EXPENS
total $1,150,281 · program services $724,538 · management and general $418,921 · fundraising $6,822
-
24d · Other expenses: STUDENT EXPENSE
total $1,027,284 · program services $1,016,420 · management and general $10,864
-
24e · All other expenses
total $2,407,886 · program services $2,072,863 · management and general $219,399 · fundraising $115,624
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $9,243,500 · end of year $16,137,781
-
3 · Pledges and grants receivable
beginning of year $2,864,219 · end of year $13,181,241
-
4 · Accounts receivable
beginning of year $290,120 · end of year $501,627
-
5 · Loans and receivables from officers and key people
beginning of year $325,000 · end of year $325,000
-
10a · Land, buildings and equipment: cost or other basis
$49,547,913
-
10b · Land, buildings and equipment: accumulated depreciation
$21,586,850
-
10c · Land, buildings and equipment, net
beginning of year $28,080,229 · end of year $27,961,063
-
12 · Investments: other securities
beginning of year $26,580,528 · end of year $27,998,185
-
15 · Other assets
beginning of year $1,102,295 · end of year $1,323,144
-
17 · Accounts payable and accrued expenses
beginning of year $416,257 · end of year $487,550
-
19 · Deferred revenue
beginning of year $5,672,809 · end of year $8,948,216
-
25 · Other liabilities
beginning of year $926,423 · end of year $987,647
-
27 · Net assets without donor restrictions
beginning of year $35,686,322 · end of year $37,943,742
-
28 · Net assets with donor restrictions
beginning of year $25,784,080 · end of year $39,060,886
Mission and programs · 2022
Mission
WE INSPIRE STUDENTS TO LEAD ETHICAL AND PRODUCTIVE LIVES THROUGH A COLLEGE PREPARATORY PROGRAM THAT PROMOTES THE PURSUIT OF ACADEMIC AND PERSONAL EXCELLENCE.
Activities or mission (Part I)
INDEPENDENT SCHOOL EDUCATION
-
INDEPENDENT SCHOOL EDUCATION FROM PRE-SCHOOL TO 12TH GRADE
Expenses $25,445,124 · Revenue $29,354,713
As filed on the 2022 return.
Listed in Part VII
-
Adam HimoffADAM HIMOFF
NOMINATING CHAIR
- Total calculated
- $0
- Hours/week
- 3
-
Akemi LouchheimAKEMI LOUCHHEIM
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Ben DahlBEN DAHL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Bing FangBING FANG
INCLUSION, EQUITY, AND OUTREACH CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Cary JonesCARY JONES
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 3
-
Christopher Von MaackCHRISTOPHER VON MAACK
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 10
-
Dru DamicoDRU DAMICO
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Pastor France DavisPASTOR FRANCE DAVIS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 3
-
Heather CirielloHEATHER CIRIELLO
ANNUAL FUND CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Jay BartlettJAY BARTLETT
INVESTMENT COMMITTEE CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Jeanne ZeiglerJEANNE ZEIGLER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Jennifer Price-WallinJENNIFER PRICE-WALLIN
BUILDING COMMITTEE CHAIR & HEAD SUPPORT & EVAL CHA
- Total calculated
- $0
- Hours/week
- 2
-
Katie LiebermanKATIE LIEBERMAN
HEAD SUPPORT & EVALUATION CHAIR
- Total calculated
- $0
- Hours/week
- 7
-
Kitty Northrop FriedmanKITTY NORTHROP FRIEDMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Laura Snow ProsperLAURA SNOW PROSPER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Maia HightowerMAIA HIGHTOWER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mairi LeiningMAIRI LEINING
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Marina LoweMARINA LOWE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 3
-
Melissa FilipponeMELISSA FILIPPONE
DEVELOPMENT CHAIR
- Total calculated
- $0
- Hours/week
- 3
-
Mike YeatesMIKE YEATES
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Oscar Wood MoyleOSCAR WOOD MOYLE
CAPITAL CAMPAIGN CHAIR
- Total calculated
- $0
- Hours/week
- 15
-
Rebecca WebsterREBECCA WEBSTER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Philip McCartheyPHILIP MCCARTHEY
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 3
-
Sarah CampsenSARAH CAMPSEN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Sarah LehmanSARAH LEHMAN
FINANCE COMMITTEE CHAIR
- Total calculated
- $0
- Hours/week
- 10
-
Rt Rev Scott B HayashiRT REV SCOTT B HAYASHI
EPISCOPAL BISHOP OF UTAH
- Total calculated
- $0
- Hours/week
- 0.5
-
Michael GeeMICHAEL GEE
HEAD OF SCHOOL
- Total calculated
- $530,754
- From this org
- $512,394
- From related orgs
- $0
- Other
- $18,360
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $512,394
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $18,360
- Filer's total
- $530,754
-
Gwen FonarowGWEN FONAROW
CHIEF FINANCIAL OFFICER
- Total calculated
- $219,352
- From this org
- $216,880
- From related orgs
- $0
- Other
- $2,472
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $216,880
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $2,472
- Filer's total
- $219,352
-
Robyn JensenROBYN JENSEN
DIRECTOR OF ADVANCEMENT
- Total calculated
- $135,650
- From this org
- $135,650
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Jennifer BlakeJENNIFER BLAKE
ASSOCIATE HEAD OF SCHOOL
- Total calculated
- $197,873
- From this org
- $179,513
- From related orgs
- $0
- Other
- $18,360
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $179,513
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $18,360
- Filer's total
- $197,873
-
Todd BricksonTODD BRICKSON
ROWMARK PROGRAM DIRECTOR
- Total calculated
- $156,331
- From this org
- $137,971
- From related orgs
- $0
- Other
- $18,360
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $137,971
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $18,360
- Filer's total
- $156,331
-
Patrick GodfreyPATRICK GODFREY
DIRECTOR OF TECHNOLOGY
- Total calculated
- $153,420
- From this org
- $135,060
- From related orgs
- $0
- Other
- $18,360
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $135,060
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $18,360
- Filer's total
- $153,420
-
Ingrid GustavsonINGRID GUSTAVSON
UPPER SCHOOL PRINCIPAL
- Total calculated
- $151,492
- From this org
- $133,132
- From related orgs
- $0
- Other
- $18,360
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $133,132
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $18,360
- Filer's total
- $151,492
-
Emily WellmanEMILY WELLMAN
BEGINNING & LOWER SCHOOL PRINCIPAL
- Total calculated
- $144,660
- From this org
- $126,300
- From related orgs
- $0
- Other
- $18,360
- Hours/week
- 40
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 · Housing allowance or residence for personal use
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Form 990 of other organizations
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 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
- ITEMS ARE INCLUDED IN THE W-2 FRINGE BENEFIT INCOME OR DIRECTLY IN THE COMPENSATION REPORTED ON THE W-2 FOR THE PERSON LISTED IN FORM 990 FOR WHOM THE RELEVANT ITEMS WERE PROVIDED. THE ALLOWANCES AND OTHER ITEMS ARE ALL REPORTED AS TAXABLE INCOME TO THE PERSON.
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
- 13 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202441369349300614
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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