San Roque School Charitable Tr

Sperling Stephanie G Ttee

Santa Barbara, CA
Tax-exempt since April 2003
EIN: 71-6194026

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Educational Institutions and Related Activities / Elementary, Secondary Education, K - 12 (NTEE)

Donations to this organization are tax deductible.

Details

According to its Dec. 2023 tax filing, this nonprofit:

Operated a school

Organization is a school. Details are reported on Schedule E.

Reported conflict of interest transactions

Organizations must report loans, grants or business transactions with interested parties, which may include key employees and officers, their family members and any businesses in which they hold a controlling interest. These transactions must be reported on Schedule L.

Revenue

$100k (2023)

Expenses

$100k (2023)

Total Assets

$66.3M (2023)

Total Liabilities

$21.3M (2023)

Source: Form 990 tax filings from 2010 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$100,000

Expenses

$100,000

Net Income

Net Assets

$44,974,002

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$100,000	100%
Program Services	$0
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$66,252,078
Total Liabilities	$21,278,076
Net Assets	$44,974,002

Operated a school

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Stephanie G Sperling (Trustee)	$0	$0	$0

990

Filed on Nov. 15, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$100,000

Expenses

$100,000

Net Income

Net Assets

$44,974,002

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$100,000	100%
Program Services	$0
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$66,252,078
Total Liabilities	$21,278,076
Net Assets	$44,974,002

Operated a school

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Stephanie G Sperling (Trustee)	$0	$0	$0

990

Filed on Nov. 16, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2021

Revenue

$102,577

Expenses

$2,232,771

Net Income

-$2,130,194

Net Assets

$44,974,002

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$25,701	25.1%
Program Services	$15,000	14.6%
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$61,856	60.3%
Net Fundraising	$20	0.0%
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$249,844	11.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$405,653	18.2%

Assets/Debt
Total Assets	$66,252,078
Total Liabilities	$21,278,076
Net Assets	$44,974,002

Operated a school

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Michael Hagan (School Director)	$234,134	$0	$15,710
Angela Jevons (Dean Of Lower School)	$98,068	$0	$12,078
Stephanie G Sperling (Trustee)	$0	$0	$0

990

Filed on Nov. 16, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2020

Revenue

$3,213,804

Expenses

$4,338,106

Net Income

-$1,124,302

Net Assets

$47,329,912

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$2,141,743	66.6%
Program Services	$1,042,388	32.4%
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$19,704	0.6%
Net Fundraising	-$2,792
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$12,761	0.4%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$247,785	5.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,402,655	32.3%

Assets/Debt
Total Assets	$68,520,199
Total Liabilities	$21,190,287
Net Assets	$47,329,912

Operated a school

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Michael Hagan (School Director)	$230,016	$0	$17,769
Kristi Dichard (Dean Of Lower School)	$76,394	$0	$10,686
Stephanie G Sperling (Trustee)	$0	$0	$0

990

Filed on Nov. 16, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$6,485,196

Expenses

$5,600,511

Net Income

$884,685

Net Assets

$48,067,728

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$3,065,226	47.3%
Program Services	$2,388,661	36.8%
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$13,450	0.2%
Net Fundraising	-$7,564
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$1,025,423	15.8%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$244,227	4.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,598,128	28.5%

Assets/Debt
Total Assets	$69,386,310
Total Liabilities	$21,318,582
Net Assets	$48,067,728

Operated a school

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Michael Hagan (School Director)	$231,074	$0	$13,153
Kristi Dichard (Dean Of Lower School)	$103,382	$0	$7,234
Stephanie G Sperling (Trustee)	$0	$0	$0

990

Filed on Nov. 17, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$4,470,116

Expenses

$5,644,838

Net Income

-$1,174,722

Net Assets

$47,657,654

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$3,021,357	67.6%
Program Services	$1,320,473	29.5%
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$19,243	0.4%
Net Fundraising	$55,609	1.2%
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$53,434	1.2%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$238,919	4.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,666,665	29.5%

Assets/Debt
Total Assets	$70,077,130
Total Liabilities	$22,419,476
Net Assets	$47,657,654

Operated a school

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Michael Hagan (School Director)	$226,978	$0	$11,941
Kristi Dichard (Dean Of Lower School)	$102,502	$0	$6,711
Stephanie G Sperling (Trustee)	$0	$0	$0

990

Filed on Nov. 15, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$4,316,340

Expenses

$5,355,746

Net Income

-$1,039,406

Net Assets

$47,390,626

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$1,508,492	34.9%
Program Services	$1,654,340	38.3%
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$27,618	0.6%
Net Fundraising	$57,406	1.3%
Sales of Assets	$985,778	22.8%
Net Inventory Sales	$0
Other Revenue	$82,706	1.9%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$227,410	4.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,708,836	31.9%

Assets/Debt
Total Assets	$69,863,478
Total Liabilities	$22,472,852
Net Assets	$47,390,626

Operated a school

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Michael Hagan (School Director)	$220,108	$0	$7,302
Kristi Dichard (Dean Of Lower School)	$102,224	$0	$5,649
Stephanie G Sperling (Trustee)	$0	$0	$0

990

Filed on Nov. 15, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$1,930,537

Expenses

$5,576,422

Net Income

-$3,645,885

Net Assets

$50,457,078

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$2,720	0.1%
Program Services	$1,275,068	66.0%
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$519,350	26.9%
Net Fundraising	$64,797	3.4%
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$68,602	3.6%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$332,568	6.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,755,465	31.5%

Assets/Debt
Total Assets	$71,069,746
Total Liabilities	$20,612,668
Net Assets	$50,457,078

Operated a school

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Michael Hagan (School Director)	$224,940	$0	$12,000
Kristi Dichard (Dean Of Lower School)	$107,628	$0	$6,000
Stephanie G Sperling (Trustee)	$0	$0	$0

990

Filed on Nov. 15, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$2,462,254

Expenses

$5,737,767

Net Income

-$3,275,513

Net Assets

$53,879,963

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$1,797,608	73.0%
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$20,160	0.8%
Net Fundraising	$60,108	2.4%
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$584,378	23.7%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$337,852	5.9%
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,763,161	30.7%

Assets/Debt
Total Assets	$72,493,545
Total Liabilities	$18,613,582
Net Assets	$53,879,963

Operated a school

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Michael Hagan (School Director)	$229,170	$0	$10,830
Kristi Dichard (Dean Of Lower School)	$108,682	$0	$6,208
Stephanie G Sperling (Trustee)	$0	$0	$0

990

Filed on Nov. 15, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$8,327,672

Expenses

$5,690,690

Net Income

$2,636,982

Net Assets

$60,481,676

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$6,460,359	77.6%
Program Services	$1,779,599	21.4%
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$90,749	1.1%
Net Fundraising	$16,254	0.2%
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	-$19,289

Notable Expenses		Percent of Total Expenses
Executive Compensation	$336,207	5.9%
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,764,988	31.0%

Assets/Debt
Total Assets	$77,974,221
Total Liabilities	$17,492,545
Net Assets	$60,481,676

Operated a school

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Michael Hagan (School Director)	$230,495	$0	$18,385
Kristi Dichard (Dean Of Lower School)	$105,712	$0	$8,002
Stephanie G Sperling (Trustee)	$0	$0	$0

990

Filed on Nov. 16, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$1,852,776

Expenses

$5,721,747

Net Income

-$3,868,971

Net Assets

$57,781,098

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$13,025	0.7%
Program Services	$1,738,091	93.8%
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$72,480	3.9%
Net Fundraising	$29,180	1.6%
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$367,399	6.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,901,227	33.2%

Assets/Debt
Total Assets	$75,216,586
Total Liabilities	$17,435,488
Net Assets	$57,781,098

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$1,035,542

Expenses

$5,419,832

Net Income

-$4,384,290

Net Assets

$61,198,344

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$36,741	3.5%
Program Services	$1,239,082	> 100%
Investment Income	$10	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	-$255,591
Net Fundraising	$15,300	1.5%
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$276,513	5.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$2,129,680	39.3%

Assets/Debt
Total Assets	$75,806,062
Total Liabilities	$14,607,718
Net Assets	$61,198,344

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$3,035,223

Expenses

$7,011,254

Net Income

-$3,976,031

Net Assets

$67,908,312

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$2,141,967	70.6%
Program Services	$2,109,322	69.5%
Investment Income	$157	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	-$135,846
Net Fundraising	-$16,789
Sales of Assets	-$1,063,588
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$272,378	3.9%
Professional Fundraising Fees	$0
Other Salaries and Wages	$2,481,783	35.4%

Assets/Debt
Total Assets	$78,477,833
Total Liabilities	$10,569,521
Net Assets	$67,908,312

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

Revenue

$132,861

Expenses

$7,768,480

Net Income

-$7,635,619

Net Assets

$69,461,279

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$200,047	> 100%
Program Services	$2,152,742	> 100%
Investment Income	$9,591	7.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$103,101	77.6%
Net Fundraising	$663	0.5%
Sales of Assets	-$2,333,283
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$261,029	3.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$2,625,565	33.8%

Assets/Debt
Total Assets	$77,821,481
Total Liabilities	$8,360,202
Net Assets	$69,461,279

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

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Updated December 20, 2024

San Roque School Charitable Tr

Organization summary

Type of Nonprofit

Details

Summary charts: organization finances over time

Revenue $100k (2023)

Expenses $100k (2023)

Total Assets $66.3M (2023)

Total Liabilities $21.3M (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Revenue

$100k (2023)

Expenses

$100k (2023)

Total Assets

$66.3M (2023)

Total Liabilities

$21.3M (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

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2021

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2020

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2018

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2017

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2016

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2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

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