Totals
- Total revenue
- $73,583,529
- Total expenses
- $64,946,168
- Contributions and grants received
- $12,548,918
- Grants paid
- $6,028,281
- Program service revenue
- $56,905,325
- Investment income
- $3,569,104
- Other revenue
- $560,182
- Total assets, end of year
- $251,190,661
- Total liabilities, end of year
- $63,920,139
- Net assets or fund balances, end of year
- $187,270,522
- Program services expenses (Part IX)
- $55,404,853
- Management and general expenses
- $7,449,913
- Fundraising expenses
- $2,091,402
- Program service expenses (Part III)
- $55,404,853
Program services were 85.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
ROY KIM
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 10
-
LORI WHITTEN
ASST CHAIR/SEC.
- Total calculated
- $0
- Hours/week
- 5
-
KENJI HASHIMOTO
FINANCE CHAIR/TREASURER
- Total calculated
- $0
- Hours/week
- 5
-
DEBBY ACKERMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
CHERYL ALSTON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
CHRIS I CLARK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
LENORE DIAMOND
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
IAN EDMONDS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
MICHELLE FRYMIRE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
HOLLAND P GARY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
LOUIS GENNARELLI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
LAUREN HARRIS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
DARLISE HARRISON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
RUSTY JAGGERS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
KAREN JOHNSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
CATE KHAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
NAUMAN A KHAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
KATHLEEM KIRBY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
TODD LEMKIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
LESTER LEVY JR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
DOUG MACMAHON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
KAMINI MAMDANI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
E PIERCE MARSHALL JR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
DAVID MULLER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
DANIEL T PHILLIPS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
MOLLY FULTON SEELIGSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
HARDEEP SEHGAL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
BOAZ SIDIKARO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
ARTIE STARRS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
RAJESH SWAMINATHAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
LEE SZOR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
VAUGHN O VENNERBERG II
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
MICHAEL WALDMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
MEREDITH WALLACE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
CLIFF WEINER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
LINDA WIMBERLY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
BING XIE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
LEE HARK
HEAD OF SCHOOL, EX-OFFICIO
- Total calculated
- $1,218,282
- From this org
- $1,048,853
- From related orgs
- $0
- Other
- $169,429
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $911,546
- Bonus
- $85,000
- Other
- $52,307
- Deferred
- $116,646
- Nontaxable benefits
- $52,783
- Filer's total
- $1,218,282
-
KENDRA GRACE
CFO/COO/ASSISTANT HEAD OF SCHOOL
- Total calculated
- $408,444
- From this org
- $348,096
- From related orgs
- $0
- Other
- $60,348
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $322,075
- Bonus
- $0
- Other
- $26,021
- Deferred
- $32,022
- Nontaxable benefits
- $28,326
- Filer's total
- $408,444
-
MICHAEL SIMPSON
HEAD OF LOWER SCHOOL
- Total calculated
- $287,146
- From this org
- $229,147
- From related orgs
- $0
- Other
- $57,999
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $195,168
- Bonus
- $0
- Other
- $33,979
- Deferred
- $13,967
- Nontaxable benefits
- $44,032
- Filer's total
- $287,146
-
SUSAN T PALMER
HEAD OF MIDDLE SCHOOL
- Total calculated
- $224,139
- From this org
- $199,517
- From related orgs
- $0
- Other
- $24,622
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $199,517
- Bonus
- $0
- Other
- $0
- Deferred
- $15,557
- Nontaxable benefits
- $9,065
- Filer's total
- $224,139
-
TREVOR WORCESTER
HEAD OF UPPER SCHOOL
- Total calculated
- $225,851
- From this org
- $195,187
- From related orgs
- $0
- Other
- $30,664
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $192,491
- Bonus
- $432
- Other
- $2,264
- Deferred
- $15,944
- Nontaxable benefits
- $14,720
- Filer's total
- $225,851
-
AARON WHITE
CHIEF ADVANCEMENT OFFICER
- Total calculated
- $255,275
- From this org
- $198,125
- From related orgs
- $0
- Other
- $57,150
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $177,741
- Bonus
- $0
- Other
- $20,384
- Deferred
- $3,471
- Nontaxable benefits
- $53,679
- Filer's total
- $255,275
-
THOMAS R PERRYMAN
ASSOCIATE HEAD OF SCHOOL
- Total calculated
- $217,650
- From this org
- $190,713
- From related orgs
- $0
- Other
- $26,937
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $190,713
- Bonus
- $0
- Other
- $0
- Deferred
- $16,113
- Nontaxable benefits
- $10,824
- Filer's total
- $217,650
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
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4b · Supplemental nonqualified retirement plan
- 7 · Other non-fixed payments
Answered no
- 4a · Severance or change-of-control payment
- 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
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 4B
- THE ORGANIZATION'S HEAD OF SCHOOL LEE HARK AND CFO/COO/ASSISTANT HEAD OF SCHOOL KENDRA GRACE PARTICIPATE IN A NON-QUALIFIED DEFERRED COMPENSATION PLAN. DURING THE 2024 CALENDAR YEAR, THE SCHOOL CONTRIBUTED $100,800 AND $15,825 TO LEE HARK AND KENDRA GRACE'S PLANS, RESPECTIVELY.
- PART I, LINE 7
- THE DISCRETIONARY ANNUAL BONUS IS DETERMINED BY THE COMPENSATION COMMITTEE.
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
- 2024
- Filed
- 9 March 2026
- IRS schema version
- 2024v5.5
- Source object
- 202600909349301225
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.