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Nonprofiteer
← CATE SCHOOL

Form 990 for tax year 2022

Filed by CATE SCHOOL.

Totals

Total revenue
$34,602,597
Total expenses
$36,696,897
Contributions and grants received
$11,156,778
Grants paid
$4,429,821
Program service revenue
$21,103,971
Investment income
$2,018,053
Other revenue
$323,795
Total assets, end of year
$214,391,093
Total liabilities, end of year
$21,419,796
Net assets or fund balances, end of year
$192,971,297
Program services expenses (Part IX)
$27,345,115
Management and general expenses
$7,674,487
Fundraising expenses
$1,677,295
Program service expenses (Part III)
$27,345,115

Program services were 74.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • BENJAMIN WILLIAMS IV

    HEAD OF SCHOOL/SECRETARY

    Total calculated
    $534,390
    From this org
    $464,055
    From related orgs
    $0
    Other
    $70,335
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $464,055
    Bonus
    $0
    Other
    $0
    Deferred
    $51,046
    Nontaxable benefits
    $19,289
    Filer's total
    $534,390

  • JONATHAN WYATT GRUBER

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • ELIZABETH B STANSON

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • MARIANNA SPRAGUE

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • DAVID TUNNELL

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • RICHARD D BAUM

    LIFE TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DAN A EMMETT

    LIFE TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • GREG H KUBICEK

    LIFE TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CALGARY AVANSINO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • RYAN MACDONNELL BRACHER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • LAUREN CRAIG ALBRECHT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ROSALIND EMMETT NIEMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MONIQUE PARSONS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CASEY MCCANN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • LYNN HARWELL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ADAM S HOROWITZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SHEILA MARMON HEUER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ATHENA JONES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • LEONE E PRICE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SYLVIA TORRES-GUILLEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • EDWARD R TED SIMPSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JOHN KEARNEY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • BRIAN TOM

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JAMES P JAY MELICAN III

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DANIEL CHERRY III

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • KRISTEN KLINGBEIL-WEIS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • PATRICK KO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ELIZABETH PATTERSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JIWON CHOI SONG

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JEANNIE PETTIGREW WHELAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SANDI PIERCE

    ASST HEAD OF SCHOOL FOR FINANCE & OPERATIONS

    Total calculated
    $294,412
    From this org
    $246,355
    From related orgs
    $0
    Other
    $48,057
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $246,355
    Bonus
    $0
    Other
    $0
    Deferred
    $26,769
    Nontaxable benefits
    $21,288
    Filer's total
    $294,412

  • JASON DORION

    ASST. HEAD OF SCHOOL

    Total calculated
    $219,213
    From this org
    $182,486
    From related orgs
    $0
    Other
    $36,727
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $182,486
    Bonus
    $0
    Other
    $0
    Deferred
    $20,073
    Nontaxable benefits
    $16,654
    Filer's total
    $219,213

  • CHARLOTTE BROWNLEE

    ASSISTANT HEAD OF SCHOOL F

    Total calculated
    $220,072
    From this org
    $186,638
    From related orgs
    $0
    Other
    $33,434
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $186,638
    Bonus
    $0
    Other
    $0
    Deferred
    $20,530
    Nontaxable benefits
    $12,904
    Filer's total
    $220,072

  • LINDSAY NEWLOVE

    DIRECTOR OF ADVANCEMENT

    Total calculated
    $203,329
    From this org
    $176,262
    From related orgs
    $0
    Other
    $27,067
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $169,262
    Bonus
    $0
    Other
    $7,000
    Deferred
    $18,288
    Nontaxable benefits
    $8,779
    Filer's total
    $203,329

  • MAUDE BOND

    DIR OF COLLEGE COUNSELLING

    Total calculated
    $168,665
    From this org
    $130,619
    From related orgs
    $0
    Other
    $38,046
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $130,619
    Bonus
    $0
    Other
    $0
    Deferred
    $14,368
    Nontaxable benefits
    $23,678
    Filer's total
    $168,665

  • JOHN TILTON

    CONTROLLER

    Total calculated
    $160,368
    From this org
    $137,733
    From related orgs
    $0
    Other
    $22,635
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $137,733
    Bonus
    $0
    Other
    $0
    Deferred
    $15,151
    Nontaxable benefits
    $7,484
    Filer's total
    $160,368

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 · 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
CERTAIN INDIVIDUALS ARE REQUIRED TO RESIDE ON CAMPUS AS A CONDITON OF EMPLOYMENT. THE VALUE OF SCHOOL HOUSING PROVIDED FOR THIS PURPOSE MEETS THE REQUIREMENT FOR TAX EXEMPTION UNDER IRC SECTION 119, AND ACCORDINGLY, IS INCLUDED IN NON-TAXABLE BENEFITS. THE FOLLOWING INDIVIDUALS, LISTED ON PART II, RECEIVED HOUSING: HEAD OF SCHOOL AND ASSISTANT HEAD OF SCHOOL.

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
22 March 2024
IRS schema version
2022v5.0
Source object
202420879349300142

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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