2024-05-10T21:59:56-05:00 2023-06-30 946214841 ARMANINO LLP 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2022-07-01 680413959 GEORGIANA BRUCE KIRBY PREPARATORY SCHOOL GEOR 8314230658 425 ENCINAL STREET SANTA CRUZ CA 95060 CHRISTY HUTTON HEAD OF SCHOOL 8314230658 2024-05-10 1 CHRISTY HUTTON 999009999 1 MATTHEW PETROSKI P00853132 9257902600 2024-05-10 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CHRISTY HUTTON 425 ENCINAL STREET SANTA CRUZ CA 95060 8018091 0 X WWW.KIRBY.ORG X 1998 CA TO PROVIDE EDUCATION OF THE HIGHEST QUALITY IN BOTH ACADEMICS AND ARTS, (SEE SCHEDULE O) PREPARING MIDDLE AND HIGH SCHOOL STUDENTS TO SUCCEED IN COLLEGE, TO BECOME LOCAL AND GLOBAL CITIZENS, AND LIVE LIVES OF ON-GOING INQUIRY. 12 11 94 10 0 0 626419 750521 7889432 7234432 847 8085 13762 -5500 8530460 7987538 1380031 1386405 0 0 5574165 5299474 0 0 447390 2280916 1883654 9235112 8569533 -704652 -581995 18060665 16461101 14718168 13700599 3342497 2760502 THROUGH INTELLECTUAL CHALLENGE IN A RESPONSIVE ENVIRONMENT, KIRBY EMPOWERS STUDENTS TO SHAPE THEIR FUTURES WITH CONFIDENCE. OUR STUDENTS LEARN TO THINK CRITICALLY, DEVELOP THEIR CREATIVITY, AND ENGAGE DIVERSE COMMUNITIES WITH THOUGHTFULNESS AND RESPECT. 0 0 7104523 1386405 7234432 THE ORGANIZATION PROVIDES HIGH QUALITY EDUCATION TO STUDENTS IN GRADES SIX THROUGH TWELVE. ADDITIONALLY, KIRBY PROVIDES WRAP-AROUND STUDENT SUPPORT SERVICES TO PROMOTE HEALTHY, BALANCED LIVES. MANY STUDENTS RECEIVE FINANCIAL AID OR FULL OR PARTIAL SCHOLARSHIPS. 7104523 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 19 0 1 94 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 11 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 1 1 0 CA X CHRISTY HUTTON 8314230658 425 ENCINAL STREET SANTA CRUZ CA 95060 ALEXANDRA SHOEMAKER DIRECTOR/DEVELOPMENT 13.00 X 15598 0 0 MICHAEL GULL CHAIR 5.00 X X 0 0 0 JIVKO KOLTCHEV VICE CHAIR 5.00 X X 0 0 0 MICHAEL MALETIC SECRETARY 5.00 X X 0 0 0 ERIKA REID TREASURER 5.00 X X 0 0 0 NOAH BOND DIRECTOR 1.00 X 0 0 0 WILLA BROCK DIRECTOR 1.00 X 0 0 0 MATTHEW COSTELLO DIRECTOR 1.00 X 0 0 0 HOLLIS DELANCEY DIRECTOR 1.00 X 0 0 0 SEAN HUANG DIRECTOR 1.00 X 0 0 0 ROBIN KING DIRECTOR 1.00 X 0 0 0 CARL KOPPEL DIRECTOR (THRU 06/23) 1.00 X 0 0 0 DENNIS TAKAHASHI-KELSO DIRECTOR 1.00 X 0 0 0 CHRISTINE HUTTON HEAD OF SCHOOL 40.00 X 298055 0 71710 LAURA LUCAS DIRECTOR OF OPERATIONS 40.00 X 112847 0 31570 BROOKE GADASI DIR. OF ADVANCE. (THRU 05/23) 40.00 X 114079 0 14603 ERIK PERKINS MATH TEACHER 40.00 X 102773 0 37652 ROBERT CAMOSY HISTORY TEACHER 40.00 X 102529 0 9363 745881 0 164898 5 0 1 0 0 108680 641841 66182 750521 TUITION AND FEES 611110 7180088 7180088 AUXILIARY SERVICES 611710 54344 54344 7234432 8085 8085 25053 108680 30553 -5500 -5500 7987538 7234432 0 2585 1386405 1386405 338115 169057 84529 84529 3886377 3075107 552365 258905 766935 599236 111820 55879 308047 237196 46207 24644 32656 32656 32000 32000 78449 48003 23061 7385 35996 15280 20716 76268 51417 22885 1966 77138 71739 4628 771 221436 205935 13286 2215 28539 28539 281654 261938 16899 2817 516116 479988 30967 5161 117573 107162 8281 2130 STUDENT CURRICULUM/ACTI 333382 333382 DUES AND SUBSCRIPTIONS 24979 20786 3205 988 BAD DEBT EXPENSE 14115 14115 ADMISSIONS 13353 13353 8569533 7104523 1017620 447390 4615566 4114870 554138 7089 1763795 1752523 209732 252449 15615561 5287736 10810589 10327825 106845 6345 18060665 16461101 272239 244029 5426122 4682961 9019807 8773609 14718168 13700599 X 3340872 2466972 1625 293530 3342497 2760502 18060665 16461101 -581995 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1000000 1000000 7999810 3266589 4733221 6287121 1785529 4501592 250981 159288 91693 77649 76330 1319 10327825 X 6341057 -1646481 -1646481 7987538 0 7987538 6923052 0 6923052 1646481 1646481 8569533 PART X, LINE 2: THE SCHOOL IS EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND FROM STATE FRANCHISE TAX UNDER REVENUE AND TAXATION CODE SECTION 23701(D). HOWEVER, ANY UNRELATED BUSINESS INCOME MAY BE SUBJECT TO TAXATION. CURRENTLY THE SCHOOL HAS NO OBLIGATION FOR ANY UNRELATED BUSINESS INCOME TAX. THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ISSUED GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS. USING THAT GUIDANCE, TAX POSITIONS INITIALLY NEED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE LIKELY THAN NOT THE POSITIONS WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. AS OF JUNE 30, 2023, THE SCHOOL HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID/TUITION DISCOUNT -1,646,481. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID/TUITION DISCOUNT 1,646,481. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 EMPLOYEE AND FAMILY HANDBOOKS STATE THAT THE SCHOOL DOES NOT DISCRIMINATE ON ANY BASIS IN THE ADMINISTRATION OF ITS EDUCATIONAL, ADMISSIONS POLICIES, OR ANY SCHOOL SPONSORED PROGRAMS. IT HAS ALSO BEEN PUBLISHED IN NEWS PRINT AND IS STATED ON OUR WEBSITE. SPRING GALA 133733 108680 25053 1922 16105 12526 133733 108680 25053 1922 16105 12526 30553 -5500 1 FINANCIAL AID 68 1386405 FMV DIRECT CREDIT TO STUDENT ACCOUNT PART I, LINE 2: THE SCHOOL HAS A TUITION ASSISTANCE COMMITTEE AND FOLLOWS FAST (FINANCIAL AID FOR SCHOOL TUITION) PROGRAM RECOMMENDATIONS TO PROCESS FINANCIAL AID APPLICATIONS. FINANCIAL AID IS PROVIDED TO STUDENTS BASED ON FINANCIAL NEED ON A NONDISCRIMINATORY BASIS, AS DETERMINED BY THE FINANCIAL AID COMMITTEE. X X X X 1 0 0 0 0 0 0 0 0 CHRISTINE HUTTON HEAD OF SCHOOL 298055 0 0 0 0 0 0 0 71710 0 369765 0 0 0 PART I, LINE 4A BROOKE GADASI, DIRECTOR OF ADVANCEMENT, RECEIVED A SEVERANCE PAYMENT OF $4,935. NONTAXABLE TUITION REMISSION THE FOLLOWING EMPLOYEES RECEIVED NONTAXABLE TUITION REMISSION IN 2022, REPORTED ON FORM 990, PART VII, COLUMN (F) AND SCHEDULE J, PART II, COLUMN (D). CHRISTINE HUTTON: $40,482 ERIK PERKINS: $30,000 A CA STATEWIDE COMMUNITIES 2017-01-01 10000000 REFINANCE 0 0 0 A 1140620 10000000 129019 2020 1 0 1 1 A 0 0 0 0 0 0 1 A 0 0 1 0 0 0 0 0 0 A 0 X 1 52991 FAIR MARKET VALUE X COMPUTER EQUIPMENT 1 11691 SALES PRICE X CAMERA EQUIPMENT 1 1500 FMV 0 0 1 0 PART I, COLUMN (B): THE NUMBER REPRESENTS THE NUMBER OF CONTRIBUTIONS, NOT THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION B, LINE 11B HEAD OF SCHOOL AND RESPONSIBLE OFFICERS REVIEW IN DETAIL FORM 990 BEFORE ITS FILING. IT IS ALSO REVIEWED BY THE BOARD FINANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD HAS A FORMAL CONFLICT OF INTEREST SIGNED, FILED, AND HELD BY THE BOARD SECRETARY. A CONFLICT OF INTEREST POLICY IS ALSO INCLUDED IN THE EMPLOYEE HANDBOOK. ALL EMPLOYEES ARE REQUIRED TO DISCLOSE CIO WITH THE HEAD OF SCHOOL FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 15 ANNUAL EVALUATION AND SALARY REVIEW IS PERFORMED BY THE BOARD OF TRUSTEES. COMPENSATION IS DETERMINED BY USING COMPARABLE DATA FOR SIMILARLY QUALIFIED PERSONS ALIGNED WITH THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS, CALIFORNIA ASSOCIATION OF INDEPENDENT SCHOOLS, AND CALIFORNIA INDEPENDENT SCHOOLS BUSINESS OFFICERS ASSOCIATION. THE BOARD APPROVES THE CEO COMPENSATION AND THE EMPLOYEE COMPENSATION AS IT IS LISTED IN THE OPERATIONAL BUDGET. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST.