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Phoenix Country Day School

Organization summary

Type of Nonprofit

Designated as a 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 / Primary, Elementary Schools (NTEE)

Donations to this organization are tax deductible.

Details

According to its June 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.

Summary charts: organization finances over time

Revenue
$29.9M (2023)

Expenses
$27.3M (2023)

Total Assets
$90.9M (2023)

Total Liabilities
$9.36M (2023)

Source: Form 990 tax filings from 2011 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 June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$29,865,078
Expenses
$27,335,463
Net Income
$2,529,615
Net Assets
$81,569,016
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,303,947
14.4%
Program Services $23,789,374
79.7%
Investment Income $622,914
2.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $604,377
2.0%
Net Inventory Sales $0
Other Revenue $544,466
1.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,212,563
8.1%
Professional Fundraising Fees $0
Other Salaries and Wages $11,474,396
42.0%
Assets/Debt
Total Assets $90,930,185
Total Liabilities $9,361,169
Net Assets $81,569,016
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Andrew Rodin (Head Of School) $530,769 $0 $141,767
Rosalind Abero (Assistant Head Of School) $203,039 $0 $13,630
Ben Sullivan (Head Of Middle School) $180,655 $0 $27,548
Lynetta Binger (Head Of Upper School) $172,604 $0 $27,897
Curtis Fee (Head Of Lower School) $162,771 $0 $26,004
Timothy Mitten (Director Of Security) $144,058 $0 $14,823
Shane Lewis (Director Of Athletics) $136,385 $0 $22,335
Jennifer Cherilla (Assistant Headmaster Of Upper School) $133,532 $0 $22,402
Abby Pontius (Director Of Finance & Operations) $133,328 $0 $19,988
Joseph Boehle (Director Of Information Technology) $123,245 $0 $22,147
Kelly Butler (Assistant Head Of Middle School) $118,681 $0 $20,253
Kristie Berg (Dir. Of Financial Aid & Az) $117,123 $0 $21,136
Melisa Williams (Dir. Of Project Excellence) $115,360 $0 $17,954
Sam Cieplicki (Director Of Development) $114,374 $0 $20,652
David Lewis (President) $0 $0 $0
Darryl Berger (Vp, Strategic Planning) $0 $0 $0
Taylor Burke (Vp, Trusteeship, Exec Vp) $0 $0 $0
Donna Johnson (Vp, Advancement) $0 $0 $0
Jordan Rose (Vp, Facilities Planning) $0 $0 $0
Charles Shields (Vp, Finance) $0 $0 $0
Gwen Gorlin (Parents' Assoc President) $0 $0 $0
Tiffany Pondelik (Alumni Assoc President) $0 $0 $0
Luann Murray (Coordinator) $0 $0 $0
Jawad Ahsan (Trustee) $0 $0 $0
Chris Ashby (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$41,466,734
Expenses
$26,283,513
Net Income
$15,183,221
Net Assets
$76,487,559
Notable Sources of Revenue Percent of Total Revenue
Contributions $16,681,790
40.2%
Program Services $22,947,948
55.3%
Investment Income $1,539,530
3.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,881
0.0%
Net Inventory Sales $0
Other Revenue $295,585
0.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,128,490
4.3%
Professional Fundraising Fees $0
Other Salaries and Wages $11,915,056
45.3%
Assets/Debt
Total Assets $85,447,032
Total Liabilities $8,959,473
Net Assets $76,487,559
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Andrew Rodin (Head Of School) $678,684 $0 $40,278
Rosalind Abero (Assistant Head Of School) $183,346 $0 $13,245
Ben Sullivan (Head Of Middle School) $163,192 $0 $26,590
Lynetta Binger (Head Of Upper School) $152,692 $0 $26,910
Curtis Fee (Head Of Lower School) $140,923 $0 $18,497
Shane Lewis (Director Of Athletics) $123,366 $0 $21,691
Jennifer Cherilla (Assistant Headmaster Of Upper School) $121,212 $0 $22,656
Jennifer Treadway (Director Of Dei (Until 6/22)) $115,207 $0 $22,987
Abby Pontius (Director Of Finance & Operations) $113,769 $0 $15,232
Joseph Boehle (Director Of Information Technology) $109,192 $0 $21,720
Timothy Mitten (Director Of Security) $107,462 $0 $11,225
Kelly Butler (Assistant Head Of Middle School) $103,175 $0 $19,563
Melisa Williams (Dir. Of Project Excellence Programs) $101,617 $0 $17,116
Sam Cieplicki (Director Of Development) $100,942 $0 $17,863
Kristie Berg (Dir. Of Financial Aid & Az Scholarships) $100,563 $0 $20,719
David Lewis (President) $0 $0 $0
Darryl Berger (Vp, Strategic Planning) $0 $0 $0
Taylor Burke (Vp, Trusteeship, Exec Vp) $0 $0 $0
Donna Johnson (Vp, Advancement) $0 $0 $0
Jordan Rose (Vp, Facilities Planning) $0 $0 $0
Charles Shields (Vp, Finance) $0 $0 $0
Gwen Gorlin (Parents' Assoc President) $0 $0 $0
Tiffany Pondelik (Alumni Assoc President) $0 $0 $0
Luann Murray (Coordinator) $0 $0 $0
Chris Ashby (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$28,726,427
Expenses
$23,791,187
Net Income
$4,935,240
Net Assets
$68,325,688
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,002,384
17.4%
Program Services $20,652,448
71.9%
Investment Income $1,124,067
3.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,762,562
6.1%
Net Inventory Sales $0
Other Revenue $184,966
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,135,186
4.8%
Professional Fundraising Fees $0
Other Salaries and Wages $11,452,568
48.1%
Assets/Debt
Total Assets $77,907,724
Total Liabilities $9,582,036
Net Assets $68,325,688
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Andrew Rodin (Headmaster/Secretary) $497,648 $0 $134,520
Rosalind Abero (Assistant Head Of School) $189,375 $0 $27,122
Ben Sullivan (Head Of Middle School) $166,500 $0 $41,405
Lynetta Binger (Head Of Upper School) $153,077 $0 $40,659
Shane Lewis (Director Of Athletics) $120,625 $0 $30,794
Jennifer Cherilla (Assistant Headmaster Of Upper School) $116,950 $0 $30,056
Jennifer Treadway (Director Of Dei) $114,281 $0 $31,833
Abby Pontius (Director Of Finance & Operations) $81,923 $0 $17,766
David Lewis (President) $0 $0 $0
Tracy Brennan (Vp, Finance, Strategic Planning) $0 $0 $0
Taylor Burke (Vp, Trusteeship) $0 $0 $0
Michelle Hosmar (Vp, Facilities) $0 $0 $0
Donna Johnson (Vp, Advancement) $0 $0 $0
Charlie Shields (Vp, Finance/Investment) $0 $0 $0
Darryl Berger (Trustee) $0 $0 $0
Mercedes Liljergren (Trustee) $0 $0 $0
Tim Louis (Trustee) $0 $0 $0
Jordan Rose (Trustee) $0 $0 $0
Margaux Rosen (Trustee) $0 $0 $0
Tracy Schwimmer (Trustee) $0 $0 $0
Daniel Silverman (Trustee) $0 $0 $0
Kiran Singh (Trustee) $0 $0 $0
Julie Sabeeh (Trustee) $0 $0 $0
Martin Felli (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$24,371,173
Expenses
$23,223,621
Net Income
$1,147,552
Net Assets
$58,264,928
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,830,897
7.5%
Program Services $21,265,678
87.3%
Investment Income $955,487
3.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $83,069
0.3%
Net Inventory Sales $0
Other Revenue $236,042
1.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $923,595
4.0%
Professional Fundraising Fees $0
Other Salaries and Wages $11,090,116
47.8%
Assets/Debt
Total Assets $66,025,995
Total Liabilities $7,761,067
Net Assets $58,264,928
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Andrew Rodin (Headmaster/Secretary) $875,619 $0 $188,085
Roz Abero (Assistant Headmaster/Admissions) $176,825 $0 $12,511
Ken Brodel Left 620 (Director Of Finance & Operations) $175,075 $0 $24,402
Ben Sullivan (Middle School Headmaster) $149,075 $0 $24,151
Jacquie Ivins (Lower School Headmaster (Left 06/20)) $147,575 $0 $28,060
Shane Lewis (Director Of Athletics) $121,674 $0 $20,374
Jennifer Treadway (Director Of Dei) $112,553 $0 $21,695
Jennifer Cherilla (Assistant Headmaster Of Upper School) $107,983 $0 $20,860
Abby Pontius Started 520 (Director Of Finance & Operations) $0 $0 $0
Tracy Brennan (President) $0 $0 $0
Michelle Hosmar (Vp Facilities) $0 $0 $0
Charlie Shields (Vp Finance/Investment) $0 $0 $0
David Lewis (Vp Finance, Operations) $0 $0 $0
Charlene Whitfield (Vp Trusteeship) $0 $0 $0
Lou Werner Iii (Vp, Advancement) $0 $0 $0
Margaux Rosen (Director) $0 $0 $0
Daniel Silverman (Director) $0 $0 $0
Kiran Singh (Director) $0 $0 $0
Jordan Rose (Director) $0 $0 $0
Adam Goodman (Director) $0 $0 $0
Donna Johnson (Director) $0 $0 $0
Don Dady (Director) $0 $0 $0
Tracy Schwimmer (Director) $0 $0 $0
Darryl Berger (Director) $0 $0 $0
Taylor Burke (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$23,825,778
Expenses
$23,137,416
Net Income
$688,362
Net Assets
$56,969,382
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,020,753
8.5%
Program Services $20,565,912
86.3%
Investment Income $855,363
3.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $32,388
0.1%
Sales of Assets $117,915
0.5%
Net Inventory Sales $0
Other Revenue $233,447
1.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,303,713
5.6%
Professional Fundraising Fees $0
Other Salaries and Wages $10,516,301
45.5%
Assets/Debt
Total Assets $65,050,036
Total Liabilities $8,080,654
Net Assets $56,969,382
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Andrew Rodin (Headmaster/Secretary) $468,036 $0 $132,625
Ken Brodel (Director Of Finance & Operations) $176,193 $0 $12,390
Roz Abero (Assistant Headmaster/Admissions) $162,958 $0 $12,213
Lisa Culberston (Upper School Headmaster) $142,977 $0 $10,109
Ben Sullivan (Middle School Headmaster) $140,938 $0 $914
Jacquie Ivins (Lower School Headmaster) $137,885 $0 $4,483
Patrick Mchonett (Admissions Director) $123,601 $0 $11,221
Shane J Lewis (Athletics Director) $116,550 $0 $32,977
Tracy Brennan (President) $0 $0 $0
Michelle Hosmar (Vp Facilities) $0 $0 $0
Donna Johnson (Vp Advancement) $0 $0 $0
Davis Lewis (Vp Finance/Treasurer) $0 $0 $0
Charlie Shields (Vp Finance/Investment) $0 $0 $0
Charlene Whitfield (Vp Trusteeship) $0 $0 $0
Tim Louis (Director) $0 $0 $0
Jordan Rose (Director) $0 $0 $0
Margaux Rosen (Director) $0 $0 $0
Tracy Schwimmer (Director) $0 $0 $0
Lou Werner Iii (Director) $0 $0 $0
Don Dady (Director) $0 $0 $0
Nick Firestone (Director) $0 $0 $0
Adam Goodman (Director) $0 $0 $0
Mercedes Liljergren (Director) $0 $0 $0
Kiran Singh (Director) $0 $0 $0
Darryl Berger (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$23,757,848
Expenses
$22,674,308
Net Income
$1,083,540
Net Assets
$55,932,734
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,769,733
11.7%
Program Services $20,263,030
85.3%
Investment Income $603,816
2.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $121,269
0.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $616,342
2.7%
Professional Fundraising Fees $0
Other Salaries and Wages $10,706,079
47.2%
Assets/Debt
Total Assets $64,851,677
Total Liabilities $8,918,943
Net Assets $55,932,734
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Andrew Rodin (Headmaster) $413,662 $0 $85,741
Roz Abero (Asst Headmaster/Admissions) $154,349 $0 $20,738
Lisa Culberston (Upper School Headmaster) $145,060 $0 $26,027
Ben Sullivan (Middle School Headmaster) $133,680 $0 $23,599
Rich Rende (Curriculum Director) $130,449 $0 $19,044
Jacquie Ivins (Lower School Headmaster) $127,862 $0 $27,113
Patrick Mchonett (Admissions Director) $118,738 $0 $32,207
Ken Brodel (Director Of Finance & Operations) $86,845 $0 $7,656
Taylor Burke (President) $0 $0 $0
Tracy Brennan (Director) $0 $0 $0
Don Dady (Director) $0 $0 $0
Laurie Wang (Parents' Association, Pres) $0 $0 $0
Paulette Dodson (Vp Audit) $0 $0 $0
Nick Firestone (Director) $0 $0 $0
Augustine Gomez (Alumni Association, Presid) $0 $0 $0
Adam Goodman (Director) $0 $0 $0
Michelle Hosmar (Vp Facilities) $0 $0 $0
Donna Johnson (Vp Advancement) $0 $0 $0
Davis Lewis (Vp Finance/Operations) $0 $0 $0
Tim Louis (Director) $0 $0 $0
Jordan Rose (Director) $0 $0 $0
Margaux Rosen (Director) $0 $0 $0
Tracy Schwimmer (Director) $0 $0 $0
Lou Werner Iii (Director) $0 $0 $0
Charlie Shields (Vp Finance/Investment) $0 $0 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$27,828,874
Expenses
$22,134,581
Net Income
$5,694,293
Net Assets
$54,025,985
Notable Sources of Revenue Percent of Total Revenue
Contributions $6,294,523
22.6%
Program Services $19,295,986
69.3%
Investment Income $775,196
2.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,463,169
5.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $624,526
2.8%
Professional Fundraising Fees $0
Other Salaries and Wages $10,161,265
45.9%
Assets/Debt
Total Assets $63,713,312
Total Liabilities $9,687,327
Net Assets $54,025,985
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Andrew Rodin (Headmaster) $435,375 $0 $84,455
Kathy Peters (Cfo Until September 2016) $173,942 $0 $29,926
Roz Abero (Asst Headmaster/Admissions) $151,023 $0 $27,063
Lisa Culberston (Upper School Headmaster) $138,142 $0 $22,770
Rich Rende (Curriculum Director) $129,331 $0 $17,429
Ben Sullivan (Middle School Headmaster) $126,174 $0 $21,758
Jacquie Ivins (Lower School Headmaster) $121,391 $0 $25,774
Patrick Mchonett (Admissions Director) $107,578 $0 $18,461
Taylor Burke (President) $0 $0 $0
Tracy Brennan (Director) $0 $0 $0
Don Dady (Director) $0 $0 $0
Molly Difillipis (Parents' Association, President) $0 $0 $0
Paulette Dodson (Vp Audit) $0 $0 $0
Nick Firestone (Director) $0 $0 $0
Augustine Gomez (Alumni Association, President) $0 $0 $0
Adam Goodman (Director) $0 $0 $0
Michelle Hosmar (Vp Facilities) $0 $0 $0
Donna Johnson (Vp Advancement) $0 $0 $0
Davis Lewis (Vp Finance/Operations) $0 $0 $0
Tim Louis (Director) $0 $0 $0
Jordan Rose (Director) $0 $0 $0
Margaux Rosen (Director) $0 $0 $0
Tracy Schwimmer (Director) $0 $0 $0
Lou Werner Iii (Director) $0 $0 $0
Charlie Shields (Vp Finance/Investment) $0 $0 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$28,027,227
Expenses
$20,819,424
Net Income
$7,207,803
Net Assets
$48,196,829
Notable Sources of Revenue Percent of Total Revenue
Contributions $7,933,702
28.3%
Program Services $18,619,338
66.4%
Investment Income $1,505,162
5.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$30,975
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $683,750
3.3%
Professional Fundraising Fees $0
Other Salaries and Wages $9,753,606
46.8%
Assets/Debt
Total Assets $58,743,762
Total Liabilities $10,546,933
Net Assets $48,196,829
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Andrew Rodin (Headmaster) $409,663 $0 $85,205
Roz Abero (Asst Headmaster/Admissions Director) $158,418 $0 $17,548
Kathy Peters (Cfo) $154,519 $0 $37,238
Rich Rende (Curriculum Director) $134,944 $0 $17,477
Lisa Culberston (Upper School Headmaster) $127,237 $0 $16,161
Jacquie Ivins (Lower School Headmaster) $116,877 $0 $27,283
Jenny Treadway (Dean Of Students) $108,566 $0 $20,143
Patrick Mchonett (Admissions Director) $100,964 $0 $28,773
Taylor Burke (President) $0 $0 $0
Tracy Brennan (Director) $0 $0 $0
Don Dady (Director) $0 $0 $0
Molly Difillipis (Director) $0 $0 $0
Paulette Dodson (Vp Audit) $0 $0 $0
Nick Firestone (Director) $0 $0 $0
Augustine Gomez (Director) $0 $0 $0
Adam Goodman (Director) $0 $0 $0
Michelle Hosmar (Director) $0 $0 $0
Donna Johnson (Director) $0 $0 $0
Davis Lewis (Vp Finance) $0 $0 $0
Tim Louis (Director) $0 $0 $0
Jordan Rose (Director) $0 $0 $0
Margaux Rosen (Director) $0 $0 $0
Tracy Schwimmer (Director) $0 $0 $0
Wendy Selig Prieb (Director) $0 $0 $0
Charlie Shields (Vp Finance/Investment) $0 $0 $0

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$25,008,201
Expenses
$19,748,793
Net Income
$5,259,408
Net Assets
$42,880,525
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,353,251
21.4%
Program Services $18,234,407
72.9%
Investment Income $1,454,353
5.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$33,810
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $611,841
3.1%
Professional Fundraising Fees $0
Other Salaries and Wages $9,419,912
47.7%
Assets/Debt
Total Assets $53,888,098
Total Liabilities $11,007,573
Net Assets $42,880,525
Other
Operated a donor-advised fund
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Andrew Rodin (Headmaster) $384,525 $0 $78,263
Rose Abero (Asst Head Ext Aff) $158,425 $0 $13,320
Kathy Peters (Cfo) $145,050 $0 $23,152
Mort Dukehart (Ms Head) $138,425 $0 $22,936
Rich Rende (Curr Director) $135,925 $0 $13,950
Jacquie Ivins (Ls Head) $105,050 $0 $18,218
Jenny Treadway (Dean Of Student) $101,925 $0 $17,851
Jahm Najafi (President) $0 $0 $0
Taylor Burke (Ex Vice Pres) $0 $0 $0
Donna Jonson (V P Advanceme) $0 $0 $0
Michelle Hosmar (V P Facilitie) $0 $0 $0
David Lewis (Co Vp Finance) $0 $0 $0
Charles W Shields (Co Vp Finance) $0 $0 $0
Charlene Whitfill (Vp Trusteeshi) $0 $0 $0
Tracy Brennan (Board Member) $0 $0 $0
Don Dady (Board Member) $0 $0 $0
Mark Detmer (Board Member) $0 $0 $0
Paulette Dodson (Board Member) $0 $0 $0
Nicholas S Firestone (Board Member) $0 $0 $0
Adam Goodman (Board Member) $0 $0 $0
Augustine Gomez (Pres, Alumni) $0 $0 $0
Tim Louis (Board Member) $0 $0 $0
Margaux Rosen (Board Member) $0 $0 $0
Tracy Schwimmer (Board Member) $0 $0 $0
Wendy Selig Prieb (Board Member) $0 $0 $0

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Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$25,148,483
Expenses
$19,587,517
Net Income
$5,560,966
Net Assets
$39,150,708
Notable Sources of Revenue Percent of Total Revenue
Contributions $6,999,699
27.8%
Program Services $17,518,612
69.7%
Investment Income $635,470
2.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$5,298
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $586,425
3.0%
Professional Fundraising Fees $0
Other Salaries and Wages $9,028,851
46.1%
Assets/Debt
Total Assets $51,623,820
Total Liabilities $12,473,112
Net Assets $39,150,708
Other
Operated a donor-advised fund
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Andrew Rodin (Headmaster) $358,516 $0 $53,856
Kathryn Ann Peters (Chief Financial Officer) $135,925 $0 $21,848
Morton Dukehart (Head Of Middle School) $111,825 $0 $19,552
Peter Flanaghan (Us Faculty) $105,673 $0 $18,554
Paul Schweikher (Us College Counselor) $104,673 $0 $18,785
Taylor Burke (Board Of Trustee Member) $0 $0 $0
Nicholas S Firestone (Board Of Trustee Member) $0 $0 $0
Don Dady (Board Of Trustee Member) $0 $0 $0
Mark Detmer (Board Of Trustee Member & Vp Advancement) $0 $0 $0
Augustine Gomez (Board Of Trustee Member & President Alumni Assn) $0 $0 $0
Michelle Hosmar (Board Of Trustee Member & Vp Facilities) $0 $0 $0
Wendy Selig Prieb (Board Of Trustee Member) $0 $0 $0
Jahm Najafi (Bd Of Trustee Member & President) $0 $0 $0
Mitzi Krockover (Board Of Trustee Member) $0 $0 $0
David Lewis (Board Of Trustee Member) $0 $0 $0
Adam Goodman (Board Of Trustee Member & Exec Vice President) $0 $0 $0
Tim Louis (Board Of Trustee Member) $0 $0 $0
Charlene Whitfill (Board Of Trustee Member & Vp Trusteeship) $0 $0 $0
Margaux Rosen (Board Of Trustee Member) $0 $0 $0
Tracy Schwimmer (Bd Of Trustee Member & Vp Finance) $0 $0 $0
Charles W Shields (Board Of Trustee Member) $0 $0 $0
Susan Greenfield (Board Of Trustee Member & President Parent Assn) $0 $0 $0

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$19,404,067
Expenses
$18,871,716
Net Income
$532,351
Net Assets
$31,374,859
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,424,190
7.3%
Program Services $17,171,520
88.5%
Investment Income $938,170
4.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$129,813
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $550,532
2.9%
Professional Fundraising Fees $0
Other Salaries and Wages $8,560,671
45.4%
Assets/Debt
Total Assets $38,042,591
Total Liabilities $6,667,732
Net Assets $31,374,859

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$18,092,501
Expenses
$17,885,123
Net Income
$207,378
Net Assets
$29,786,317
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,437,899
7.9%
Program Services $16,079,535
88.9%
Investment Income $603,202
3.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$28,135
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $655,205
3.7%
Professional Fundraising Fees $0
Other Salaries and Wages $8,224,423
46.0%
Assets/Debt
Total Assets $35,656,383
Total Liabilities $5,870,066
Net Assets $29,786,317

Document Links

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$16,430,948
Expenses
$17,484,840
Net Income
-$1,053,892
Net Assets
$30,258,978
Notable Sources of Revenue Percent of Total Revenue
Contributions $929,651
5.7%
Program Services $14,891,217
90.6%
Investment Income $440,737
2.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $171,914
1.0%
Sales of Assets -$2,571
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $550,194
3.1%
Professional Fundraising Fees $0
Other Salaries and Wages $8,230,780
47.1%
Assets/Debt
Total Assets $35,407,248
Total Liabilities $5,148,270
Net Assets $30,258,978

Document Links

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »