2024-07-09T17:31:02-05:00 2023-08-31 330700332 VASQUEZ CO LLP 655 N CENTRAL AVE STE 1550 GLENDALE CA 91203 990 2022-09-01 952975420 THE GOODEN SCHOOL GOOD 6263552410 192 NORTH BALDWIN SIERRA MADRE CA 91024 JO-ANNE WOOLNER HEAD OF SCHOOL 6263552410 2024-07-09 1 JO-ANNE WOOLNER 999009999 0 REGINA PRINCE CPA P00576936 2138731700 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JO-ANNE WOOLNER 192 NORTH BALDWIN SIERRA MADRE CA 91024 4933134 0 X WWW.GOODENSCHOOL.ORG X 1975 CA THE GOODEN SCHOOL INSPIRES STUDENTS TO BE INTELLECTUALLY CURIOUS AND RESILIENT WHILE PREPARING THEM TO LEAD LIVES OF KINDNESS, INTEGRITY, AND RESPECT. 22 22 50 22 0 0 646550 878159 4013206 4031676 -4487 23299 0 0 4655269 4933134 376536 298103 0 0 2608858 2772000 0 0 349082 1511631 1451248 4497025 4521351 158244 411783 6933798 7886358 3408118 3899544 3525680 3986814 X THE SPECIFIC AND PRIMARY PURPOSE IS TO CONDUCT AN EDUCATIONAL INSTITUTION OF LESS THAN COLLEGIATE GRADES OR LEVEL, WHICH SHALL SUPPLY ADEQUATE MENTAL AND PHYSICAL EDUCATION AND TRAINING TO PREPARE SELECTED CHILDREN FOR ENTRANCE TO COLLEGE, IN ACCORDANCE WITH THE MORAL AND RELIGIOUS CONCEPTS OF THE CHRISTIAN FAITH ACCORDING TO THE DOCTRINES OF THE PROTESTANT EPISCOPAL CHURCH IN THE UNITED STATES OF AMERICA, AND TO CREATE OPPORTUNITES ESPECIALLY DESIGNED TO STIMULATE THE EXERCISE OF NATURAL GIFTS FOR THE DEVELOPMENT OF LEADERSHIP. 0 0 3628964 298103 3749835 THE GOODEN SCHOOL IS LOCATED IN SIERRA MADRE, CALIFORNIA AND WAS ESTABLISHED IN 1975 AS AN INDEPENDENT EPISCOPAL DAY SCHOOL. THE GOODEN SCHOOL IS A CO-EDUCATIONAL, DAY SCHOOL THAT IS ACCREDITED BY THE CALIFORNIA ASSOCIAION OF INDEPENDENT SCHOOLS, THE WESTERN ASSOCIATION OF SCHOOLS AND COLLEGES, AND THE EPISCOPAL DIOCESE OF LOS ANGELES COMMISSION ON SCHOOLS. THE SCHOOL IS ALSO A MEMBER OF THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS AND THE NATIONAL ASSOCIATION OF EPISCOPAL SCHOOLS. THE SCHOOL'S MOTTO, "RESPECT FOR SELF, RESPECT FOR OTHERS, AND RESPECT FOR THE WORLD" (THE 3RS) GUIDES THE INTERACTIONS OF ALL ADULTS AND CHILDREN ON CAMPUS AND WITHIN THE COMMUNITY, AND SUPPORTS THE SCHOOL'S MISSION. THE GOODEN SCHOOL INSPIRES STUDENTS TO BE INTELLECTUALLY CURIOUS AND RESILIENT WHILE PREPARING THEM TO LEAD LIVES OF KINDNESS, INTEGRITY, AND RESPECT. THE SCHOOL IS INTENTIONALLY SMALL, WITH ONE CLASS PER GRADE, RECRUITS AND RETAINS EXCELLENT FACULTY THROUGH A COMPETITIVE SALARY AND BENEFITS PACKAGE, AND OFFERS A VERY RICH CURRICULUM THAT ENCOURAGES COLLABORATION AND EXPERIENTIAL LEARNING. THE COMMUNITY IS DYNAMIC; IT HAS MANY SPECIAL EVENTS AND TRADITIONS, CHAPEL SERVICES, AND SERVICE LEARNING OPPORTUNITIES THAT BRING FAMILIES TOGETHER. STUDENTS PARTICIPATE IN COCURRICULAR CLASSES, SUCH AS ART, MUSIC (CHORAL AND INSTRUMENTAL), PE, DRAMA, ELECTIVE CLASSES, FOREIGN LANGUAGES AND STEM, AND THERE ARE AFTER-SCHOOL PROGRAMS AS WELL. GOODEN GRADUATES ARE LEADERS IN THEIR COMMUNITIES; THEY LISTEN ACTIVELY, THEY ADVOCATE FOR THEMSELVES, AND THEY WORK COLLABORATIVELY AND CREATIVELY TO SOLVE PROBLEMS. THE GOODEN SCHOOL SERVED APPROXIMATELY 183 STUDENTS IN KINDERGARTEN THROUGH 8TH GRADE DURING THE YEAR. THE SCHOOL'S MINORITY ENROLLMENT WAS 61.2% AND THE STUDENT-TEACHER RATIO WAS 10:1. 100726 173068 SUMMER SCHOOL IS OFFERED DURING JUNE AND JULY IN TWO THREE-WEEK SESSIONS. THERE ARE ACADEMIC CLASSES AS WELL AS KINDERGARTEN PREPARATION, CRAFTS, WATER PLAY, SPORTS DEVELOPMENT, AND OTHER CLASSES IN THE MORNING. THE AFTERNOONS INCLUDE SOME FREE PLAY AS WELL. WHILE THIS PROGRAM PRIMARILY SERVES GOODEN STUDENTS, MANY LOCAL STUDENTS ENROLLED AT OTHER SCHOOLS ALSO ATTEND. GOODEN'S BEHAVIOR EXPECTATIONS AND THE 3RS ALSO APPLY DURING SUMMER SCHOOL. THE GOODEN SCHOOL SERVED APPROXIMATELY 110 STUDENTS IN KINDERGARTEN THROUGH 8TH GRADE DURING THE YEAR. 6378 108773 GASP STANDS FOR: GOODEN AFTER-SCHOOL PROGRAM. THIS PROGRAM IS FOR GOODEN STUDENTS WHO STAY AFTER SCHOOL FROM 3:15-6:00 PM. THE PROGRAM OFFERS AGE-APPROPRIATE SNACKS AND CLASSES, SUCH AS SPORTS AND ACADEMIC ENRICHMENT ACTIVITIES PROVIDED BY GOODEN STAFF AND OUTSIDE VENDORS. THERE IS ALSO A STUDY-HALL SO THAT STUDENTS CAN GET HELP WITH HOMEWORK MON-THUR. GOODEN'S BEHAVIOR EXPECTATIONS AND THE 3RS ALSO APPLY DURING GASP. THE GOODEN SCHOOL SERVED APPROXIMATELY 30 STUDENTS IN KINDERGARTEN THROUGH 8TH GRADE DURING THE YEAR. 3736068 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 9 0 1 50 1 0 0 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 0 0 CA X CATHY BRENNAN 6266274803 192 N BALDWIN SIERRA MADRE CA 91024 JOE DILLEY TRUSTEE 2.00 X 0 0 0 LINDSAY GEORGE TRUSTEE 2.00 X 0 0 0 JANN LACOSS TRUSTEE 2.00 X 0 0 0 DAVID LEE TREASURER 2.00 X X 0 0 0 JOHN MOOREHEAD TRUSTEE 2.00 X 0 0 0 CATHY HEFLIN CHAIRPERSON 2.00 X X 0 0 0 MARIA TUASON TRUSTEE 2.00 X 0 0 0 YASMIN ANWAR TRUSTEE 2.00 X 0 0 0 RICK GARCIA TRUSTEE 2.00 X 0 0 0 YUE AUYOUNG TRUSTEE 2.00 X 0 0 0 SONIA STREET TRUSTEE 2.00 X 0 0 0 DEBORAH AWAI TRUSTEE 2.00 X 0 0 0 ROBERT LEMOINE TRUSTEE 2.00 X 0 0 0 JANE PARK SECRETARY 2.00 X X 0 0 0 LELAND SHEPHERD TRUSTEE 2.00 X 0 0 0 ALAN WATSON TRUSTEE 2.00 X 0 0 0 RAY BRIGGS TRUSTEE 2.00 X 0 0 0 ANNA HASBUN TRUSTEE 2.00 X 0 0 0 JORDAN LOPEZ TRUSTEE 2.00 X 0 0 0 CORINNA MADILIAN TRUSTEE 2.00 X 0 0 0 RANDY STRAIT TRUSTEE 2.00 X 0 0 0 GINGER UMUTYAN TRUSTEE 2.00 X 0 0 0 JO-ANNE WOOLNER HEAD OF SCHOOL 40.00 X 200000 0 13992 LAURIE TORTELL ASST. HEAD OF SCHOOL 40.00 X 110000 0 9887 310000 0 23879 2 0 1 0 0 538960 339199 878159 TUITION 611110 3624936 3624936 SUMMER FEES 611110 173068 173068 REGISTRATION FEES 611110 124899 124899 AFTER-SCHOOL FEES 611710 108773 108773 4031676 23299 23299 4933134 4031676 0 23299 X 298103 298103 197319 151936 23678 21705 1962514 1511135 235502 215877 78093 60132 9371 8590 363586 279960 43631 39995 170488 131275 20459 18754 25205 15123 10082 2742 1645 1097 115447 69268 46179 68484 54788 6848 6848 79958 66067 7246 6645 38951 38951 264471 250929 6922 6620 392 392 273371 273371 88368 68044 10604 9720 EDUCATION PROGRAMS 239641 239641 SUMMER PROGRAM 100726 100726 OTHER EXPENSES 37310 29848 3731 3731 COMMUNITY ENGAGEMENT 26040 10416 7812 7812 90142 84318 3039 2785 4521351 3736068 436201 349082 1531130 1134097 1486649 1842403 273580 360425 7142313 5126235 2246225 2016078 725003 1599612 671211 707235 0 226508 6933798 7886358 184613 165897 3210057 3496164 13448 8458 0 229025 3408118 3899544 X 3524712 3985846 968 968 3525680 3986814 6933798 7886358 411783 49351 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 700000 700000 4297386 3539824 757562 1100381 640030 460351 994535 946381 48154 50011 50011 2016078 MASTER TRUSTS AND MUTUAL FUNDS 707235 F 707235 OPERATING LEASE LIABILITY 219428 FINANCE LEASE LIABILITY 9597 229025 X 4982485 53986 53986 4928499 0 4928499 4521351 0 4521351 0 4521351 PART X, LINE 2: THE GOODEN SCHOOL IS GENERALLY EXEMPT FROM TAXATION UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D. ACCORDINGLY, A PROVISION FOR FEDERAL OR STATE INCOME TAXES IS NOT RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION IS CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION PURSUANT TO SECTION 170(B)(1)(A)(II) OF THE IRC. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP) PRESCRIBE A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE SCHOOL HAS EVALUATED ITS TAX POSITIONS AND THE CERTAINTY AS TO WHETHER THOSE POSITIONS WILL BE SUSTAINED IN THE EVENT OF AN AUDIT BY TAXING AUTHORITIES AT THE FEDERAL AND STATE LEVELS. THE PRIMARY TAX POSITIONS EVALUATED RELATE TO THE ORGANIZATION'S CONTINUED QUALIFICATION AS A TAX-EXEMPT ORGANIZATION AND WHETHER THERE ARE SUBSTANTIAL UNRELATED TRADE OR BUSINESS INCOME ACTIVITIES. MANAGEMENT HAS DETERMINED THAT ALL INCOME TAX POSITIONS, BASED ON THE TECHNICAL MERITS OF THE POSITION, WILL MORE-LIKELY-THAN-NOT BE SUSTAINED UPON POTENTIAL AUDIT OR EXAMINATION. THEREFORE, NO DISCLOSURES OF UNCERTAIN INCOME TAX POSITIONS ARE REQUIRED. THE SCHOOL'S INCOME TAX RETURNS REMAIN SUBJECT TO EXAMINATION GENERALLY FOR THREE AND FOUR YEARS AFTER THEY WERE FILED FOR FEDERAL AND STATE, RESPECTIVELY. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 POLICIES ARE INCLUDED IN OPEN SOLICITATION MATERIALS AND GENERAL INFORMATION MATERIALS PROVIDED TO INTERESTED APPLICANTS. POLICIES ARE ALSO IN STUDENT AND EMPLOYEE HANDBOOKS. ADS ARE PLACED THROUGH THE EPISCOPAL DIOCESE BROCHURES AND NEWSPAPERS. 1 FINANCIAL AID AWARDED TO ELIGIBLE STUDENTS 42 298103 PART I, LINE 2: THE GOODEN SCHOOL'S FINANCIAL AID AWARDS TO ITS STUDENTS ARE APPLIED DIRECTLY TO EACH STUDENT'S TUITION COSTS. X X X 0 0 0 0 0 0 0 0 0 JO-ANNE WOOLNER HEAD OF SCHOOL 200000 0 0 0 0 0 13992 0 0 0 213992 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE SCHOOL'S INDEPENDENT ACOUNTANT AND PROVIDED TO THE DIRECTOR OF FINANCE AND OPERATIONS FOR REVIEW. THE FORM IS THEN PROVIDED TO THE TREASURER FOR REVIEW. AFTER ACCURACY IS ESTABLISHED, THE FORM IS PROVIDED TO THE FINANCE COMMITTEE FOR REVIEW AND CIRCULATED TO THE ENTIRE BOARD PRIOR TO FILING, WHICH IS THEN EXECUTED BY THE HEAD OF SCHOOL. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE COVERED PERSONS UNDER GOODEN SCHOOL'S CONFLICT OF INTEREST POLICY. NO MEMBER OF THE BOARD OR OFFICER CAN USE HIS/HER POSITION, OR THE KNOWLEDGE GAINED THERE FROM, IN SUCH A MANNER THAT A CONFLICT ARISES BETWEEN THE INTEREST OF THE CORPORATION AND THE PERSONAL, FAMILY OR PECUNIARY INTEREST OF SUCH MEMBER OF THE BOARD OR ONE OF ITS OFFICERS. ALL MEMBERS OF THE BOARD AND ITS OFFICERS HAVE A DUTY TO PLACE THE INTEREST OF THE CORPORATION FOREMOST IN ANY DEALINGS WITH THE CORPORATION, MAY NOT OBTAIN FOR THEMSELVES, THEIR FAMILY OR THEIR AFFILIATES A MATERIAL INTEREST OF ANY KIND FROM THEIR ASSOCIATION WITH THE CORPORATION, AND HAVE A CONTINUING RESPONSIBILITY TO COMPLY WITH THE REQUIREMENTS OF THIS POLICY. IF A MEMBER OF THE BOARD OR OFFICER (OR ANY MEMBER OF THEIR FAMILY) HAS AN INTEREST IN A PROPOSED TRANSACTION WITH THE CORPORATION OR IN ANY ORGANIZATION INVOLVED IN THE PROPOSED TRANSACTION, THEY MUST MAKE FULL DISCLOSURE OF SUCH INTEREST BEFORE ANY DISCUSSION OR NEGOTIATION OF SUCH TRANSACTION. THE CONDUCT OF BUSINESS BETWEEN ANY SUCH MEMBER OF THE BOARD OR OFFICER, OR THEIR FAMILY OR AFFILIATES, AND THE CORPORATION MUST BE DISCLOSED PROMPTLY AND TIMELY IN WRITING TO THE BOARD AND APPROVED IN WRITING BY THE BOARD. A WRITTEN RECORD OF THE DISCLOSURE OF AND DESCRIPTION OF THE CONFLICT, ANY DECISIONS ON SUCH CONFLICT, AND ANY WAIVERS OF SUCH CONFLICTS IS MAINTAINED BY THE BOARD AND BY THE CORPORATION. THE TRUSTEE OR OFFICER WITH THE RELATIONSHIP CAN NOT BE PRESENT FOR AND CAN NOT PARTICIPATE IN ANY DISCUSSION OR VOTE IN CONNECTION WITH THE MATTER. THE EXECUTIVE COMMITTEE, BY A MAJORITY VOTE, HAS THE RIGHT TO SUSPEND TEMPORARILY OR PLACE ON TEMPORARY LEAVE OF ABSENCE ANY MEMBER OF THE BOARD OR ANY OFFICER WHOM THE COMMITTEE DETERMINES IS ACTING INCONSISTENTLY WITH THE REQUIREMENTS OF THE CONFLICT OF INTEREST POLICY. THE BOARD, BY A MAJORITY VOTE, MAY SUSPEND, PLACE ON LEAVE OF ABSENCE OR REMOVE ANY MEMBER OF THE BOARD OR ANY OFFICER WHOM THE BOARD DETERMINES IS ACTING INCONSISTENTLY WITH THE REQUIREMENTS OF THE CONFLICT OF INTEREST POLICY. ANY OFFICER OR MEMBER OF THE BOARD INVOLVED IN AN ISSUE OF WHETHER THEY HAVE OR HAVE NOT COMPLIED WITH THE REQUIREMENTS OF THE CONFLICT OF INTEREST POLICY WILL NOT PARTICIPATE IN THE DISCUSSION OR IN THE VOTE AT EITHER THE EXECUTIVE COMMITTEE OR AT THE BOARD MEETING. NOT LESS THAN ANNUALLY, EACH COVERED PERSON MAKES A WRITTEN DISCLOSURE TO THE CHAIR OF THE GOVERNANCE COMMITTEE CONFIRMING THAT THEY HAVE REVIEWED THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15A GOODEN SCHOOL'S BOARD OF TRUSTEES HAS A PROCESS FOR REVIEWING AND APPROVING THE COMPENSATION OF OFFICERS AND KEY EMPLOYEES ON A TRIENNIAL BASIS TO DETERMINE IT IS FAIR AND REASONABLE WITH THE GOAL OF RETAINING EMPLOYEES AT COMPENSATION LEVELS WITHIN APPROPRIATE MARKET RANGE. THE PROCESS FOR DETERMINING THE COMPENSATION PAID TO THE HEAD OF SCHOOL AND KEY EMPLOYEES INCLUDES THE APPROVAL OF THE COMPENSATION ARRANGEMENT IN ADVANCE, BY THE BOARD OF TRUSTEES, WITH ALL PERSONS WITH A CONFLICT OF INTEREST ABSTAINING FROM THE TRUSTEE'S DELIBERATION AND DISCUSSION. THE BOARD REVIEWS COMPARABILITY DATA FOR COMPENSATION LEVELS PAID BY SIMILARLY SITUATED ORGANIZATIONS, BOTH TAX-EXEMPT AND TAXABLE, FOR FUNCTIONALLY COMPARABLE POSITIONS. THE DOCUMENTATION OF THE BOARD INCLUDES THE TERMS OF THE TRANSACTION AND THE DATE OF APPROVAL, THE MEMBERS WHO WERE PRESENT DURING THE DEBATE AND VOTE ON THE TRANSACTION, A DESCRIPTION OF THE COMPARABLE DATA AND HOW IT WAS OBTAINED, AND DOCUMENTATION OF THE BASIS FOR THE DETERMINATION. FORM 990, PART VI, SECTION C, LINE 19 GOODEN SCHOOL MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND TAX RETURNS AVAILABLE TO THE PUBLIC AT THE SCHOOL DURING NORMAL BUSINESS HOURS. HOWEVER, CURRENT TAX LAW DOES NOT REQUIRE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS BE AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 6,010. MANAGEMENT AND GENERAL EXPENSES 4,007. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,017. PAYROLL PROCESSING FEE: PROGRAM SERVICE EXPENSES 63,258. MANAGEMENT AND GENERAL EXPENSES 42,172. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 105,430. FORM 990, PART IX, LINE 24E PROFESSIONAL DEVELOPMENT: PROGRAM SERVICE EXPENSES 19,496. MANAGEMENT AND GENERAL EXPENSES 3,039. FUNDRAISING EXPENSES 2,785. TOTAL EXPENSES 25,320. CO-CURRICULAR EXPENSE: PROGRAM SERVICE EXPENSES 22,471. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,471. PARENTS ASSOCIATION: PROGRAM SERVICE EXPENSES 16,504. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,504. RECRUITING COST: PROGRAM SERVICE EXPENSES 15,208. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,208. AFTER-SCHOOL PROGRAM: PROGRAM SERVICE EXPENSES 6,378. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,378. TAXES & LICENSES: PROGRAM SERVICE EXPENSES 4,261. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,261.