Totals
- Total revenue
- $13,866,637
- Total expenses
- $14,805,236
- Contributions and grants received
- $898,948
- Grants paid
- $1,585,044
- Program services expenses (Part IX)
- $9,934,303
- Management and general expenses
- $4,870,933
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $9,934,303
Program services were 67.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
NATASHA ROSE
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
CHRIS BEAL
BOARD TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
ALLISON PARKS HALE
BOARD SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
BRANTLEE LEMMINK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
C LARRY POPE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
DONALD PATTEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
DRINA NORTHAM
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
GEORGE HANKINS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
GREGG KLICH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
HELEN WEBER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
JOSHUA DORNAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
KEVIN HUTCHENS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
LEE LOCKWOOD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
MARISSA K LANIER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
MARK SHORT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
NICHOLAS SABLAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
NORA RULE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
PHILLIP C JONES
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
RHONDA BARBOSA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
SHAWN WINFIELD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
STEPHANIE HEINATZ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
TERRY L TANG
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
THAD SHELLEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
TRENT PATTERSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
JAMES H LASLEY
HEAD OF SCHOOL
- Total calculated
- $387,527
- From this org
- $344,007
- From related orgs
- $0
- Other
- $43,520
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $245,000
- Bonus
- $0
- Other
- $99,007
- Deferred
- $12,167
- Nontaxable benefits
- $31,353
- Filer's total
- $387,527
-
RONALD DECHIRICO
ASST HEAD FOR FINANCE & OPS
- Total calculated
- $187,880
- From this org
- $170,000
- From related orgs
- $0
- Other
- $17,880
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $170,000
- Bonus
- $0
- Other
- $0
- Deferred
- $8,654
- Nontaxable benefits
- $9,226
- Filer's total
- $187,880
-
BENJAMIN ROUS
ASST HEAD OF SCHOOL/DIR OF UPPER SCHOOL
- Total calculated
- $133,933
- From this org
- $115,000
- From related orgs
- $0
- Other
- $18,933
- Hours/week
- 40
-
JAIK HENDERSON
DIRECTOR OF ADVANCEMENT
- Total calculated
- $129,988
- From this org
- $115,000
- From related orgs
- $0
- Other
- $14,988
- Hours/week
- 40
-
PETER MERTZ
HEAD OF SCHOOL (THRU 6/30/23)
- Total calculated
- $191,992
- From this org
- $141,796
- From related orgs
- $0
- Other
- $50,196
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $141,796
- Bonus
- $0
- Other
- $0
- Deferred
- $14,068
- Nontaxable benefits
- $36,128
- Filer's total
- $191,992
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 — 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
- 1a · Health or social club dues or initiation fees
- 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
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
- THE HEAD OF SCHOOL IS PROVIDED A HOUSING ALLOWANCE WHICH IS TREATED AS A TAXABLE BENEFIT. CLUB MEMBERSHIP DUES ARE ALSO PAID ON HIS BEHALF AND TREATED AS A NONTAXABLE BENEFIT BECAUSE THE MEMBERSHIP'S PRIMARY PURPOSE IS BUSINESS-RELATED. ANY PERSONAL EXPENSES RELATED TO USE OF THE CLUB ARE PAID BY HIM DIRECTLY TO THE CLUB. DURING TAX YEAR 2023 THE HEAD OF SCHOOL RECEIVED 100% TUITION REMISSION FOR TWO CHILDREN AND MOVING EXPENSES PAID BY THE ORGANIZATION.
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
- 2023
- Filed
- 14 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202501359349302505
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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