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Nonprofit · EIN 84-1087693

FRIENDS SCHOOL INC

Tax-exempt · BOULDER, CO 80303

Financials

$4.7M$5.1M2022$4.8M$5.4M2023$4.4M$5.2M2024
Revenue Expenses · by fiscal year end
Financials of FRIENDS SCHOOL INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$4,438,086$5,209,122-$771,036$7,185,897$3,579,724$3,606,173
June 30, 2024990$4,773,421$5,360,564-$587,143$7,928,556$3,790,524$4,138,032
June 30, 2023990$4,730,633$5,062,996-$332,363$8,440,285$3,981,956$4,458,329
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$566,466
of which government grants
$266,932
Program service revenue
$3,857,774
Investment income
$444
Net gain from sales of assets
-$30,018
Net income from fundraising events
-$21,708
Other revenue
$13,402

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$496,866
Other salaries and wages
$2,520,585
Salaries, compensation and benefits (total)
$3,635,267
Professional fundraising fees
$0
Legal fees
$11,207
Accounting fees
$17,886
Occupancy
$217,037
Travel
$3,913
Depreciation
$177,169
Program services (functional)
$3,809,446
Management and general (functional)
$1,289,619
Fundraising (functional)
$110,057

Balance sheet and other

Total assets, start of year
$7,928,556
Total assets, end of year
$7,185,897
Total liabilities, end of year
$3,579,724
Net assets, end of year
$3,606,173
Land, buildings and equipment
$3,529,223
Publicly traded securities
$2,334,028
Net assets without donor restrictions
$1,223,958
Net assets with donor restrictions
$2,382,215
Gross receipts
$4,531,043
Employees
83
Volunteers
30
Year formed
1988
State of legal domicile
CO

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
HONOR TAFTHEAD OF SCHO
Officer
40$249,039$21,461
HEIDI HALPERNDIRECTOR OF
Officer
40$135,306$17,830
IVAN FINK JOHNSONSCHOOL PROGR
Officer
40$106,428$13,811
DAVE BOENNIGHAUSENTRUSTEE
Trustee or director
5$0$0
MATT BUCHANANTREASURER
Trustee or director, Officer
5$0$0
JARAD HASSANTRUSTEE
Trustee or director
5$0$0
ERIN JACKMANTRUSTEE
Trustee or director
5$0$0
TARA LAMBTRUSTEE
Trustee or director
5$0$0
KATIE LATIERSECRETARY
Trustee or director, Officer
5$0$0
ADAM STEINTRUSTEE
Trustee or director
5$0$0
ANDREW STONETRUSTEE
Trustee or director
5$0$0
MEREDITH WILLIAMSTRUSTEE
Trustee or director
5$0$0
MATT LEVINSONINTERIM HEAD
Officer
40$0$0
990 for the year ended June 30, 2024: 12 people
NameTitleHours / weekCompensationOther / benefits
HONOR TAFTHEAD OF SCHO
Trustee or director, Officer
40$236,488$21,339
HEIDI HALPERNDIRECTOR OF
Officer
40$130,328$19,015
MATT BUCHANANTREASURER
Trustee or director, Officer
3$0$0
AMY COOPERTRUSTEE
Trustee or director
2$0$0
KEVIN DINSTELLTRUSTEE
Trustee or director
2$0$0
JENEFER DONOVANSECRETARY
Trustee or director, Officer
2$0$0
JARAD HASSANTRUSTEE
Trustee or director
2$0$0
ERIN JACKMANTRUSTEE
Trustee or director
2$0$0
KATIE LATIERTRUSTEE
Trustee or director
2$0$0
KRISTIN LAWRENCECHAIR
Trustee or director, Officer
5$0$0
ERIN PICONETRUSTEE
Trustee or director
2$0$0
MEREDITH WILLIAMSTRUSTEE
Trustee or director
2$0$0
990 for the year ended June 30, 2023: 12 people
NameTitleHours / weekCompensationOther / benefits
HONOR TAFTHEAD OF SCHO
Trustee or director, Officer
40$231,934$23,113
HEIDI HALPERNDIRECTOR OF
Officer
40$115,660$13,103
MATT BUCHANANTRUSTEE
Trustee or director
2$0$0
JENEFER DONOVANPAST CHAIR
Trustee or director
3$0$0
ELIZABETH HENNATRUSTEE
Trustee or director
2$0$0
ERIN JACKMANTRUSTEE
Trustee or director
2$0$0
KRISTIN LAWRENCECHAIR
Trustee or director, Officer
5$0$0
DAVID MACKENZIETRUSTEE
Trustee or director
2$0$0
FRED MARIENTHALTREASURER
Trustee or director, Officer
3$0$0
WENDY MICHAELSECRETARY
Trustee or director, Officer
3$0$0
ERIN PICONETRUSTEE
Trustee or director
2$0$0
THATCHER WINETRUSTEE
Trustee or director
2$0$0

Address and contacts

Address (IRS master file)
5465 PENNSYLVANIA AVE, BOULDER, CO 80303-2853
Principal officer (990 for 2024)
MATT LEVINSON, 5465 PENNSYLVANIA AVE, BOULDER, CO 80303
Signed the 990
MATT LEVINSON, INTERIM HEAD OF SCH
Phone
(303) 499-1999
Return prepared by
ALTRUIC ADVISORS CPAS

Mission

FRIEND'S SCHOOL IS A SUPPORTIVE, DYNAMIC COMMUNITY COMMITTED TO EDUCATING THE WHOLE CHILD HEAD, HAND, AND HEART AND TO TRAINING EXCEPTIONAL TEACHERS FOR TOMORROW'S CLASSROOMS. WE PROVIDE A STRONG ACADEMIC FOUNDATION WHILE DEVELOPING CREATIVE EXPRESSION AND NURTURING A PASSION FOR LEARNING. OUR STUDENTS GAIN A DEEP UNDERSTANDING OF THEMSELVES AND ARE INSPIRED TO ACT WITH COMPASSION AND INTEGRITY.

990 for the year ended June 30, 2025

Program accomplishments

  • EDUCATIONAL - FRIENDS SCHOOL OFFERS AN INDEPENDENT, NONSECTARIAN PROGRESSIVE PROGRAM FOR CHILDREN IN PRESCHOOL THROUGH GRADE EIGHT. WE ARE LEADERS IN SOCIAL AND EMOTIONAL LEARNING WITH A FOCUS ON MINDFULNESS PRACTICES AT ALL LEVELS. STUDENTS ARE CHALLENGED THROUGH EXPERIENTIAL LEARNING, EXPLORATION AND DIRECT INSTRUCTION, LOW STUDENT TO TEACHER RATIOS, AND ACTIVELY INVOLVED FAMILIES. OUR PRESCHOOL OFFERS A WARM, LOVING, PLAY-BASED APPROACH, SETTING THE FOUNDATION FOR SCHOOL READINESS. IN OUR ELEMENTARY SCHOOL WE EMPHASIZE AN EXPERIENTIAL AND GOLD STANDARD PROJECT-BASED CURRICULUM, FOCUSED ON DEVELOPING ACADEMIC SKILLS AND COMPETENCIES INCLUDING: PROBLEM SOLVING, CRITICAL THINKING, AND SOCIAL RESPONSIBILITY. THE MIDDLE SCHOOL PROVIDES THE OPTIMAL LEARNING ENVIRONMENT WHERE STUDENTS ARE CHALLENGED ACADEMICALLY THROUGH OUR BALANCED PROGRAM THAT ENSURES HIGH SCHOOL READINESS WHILE INSPIRING STUDENTS TO STAY ENGAGED AND MAKE A DIFFERENCE IN THE WORLD. WE ALSO OFFER AFTER SCHOOL CARE, ENRICHMENT PROGRAMS AND SUMMER CAMPS. OVERALL ENROLLMENT IS APPROXIMATELY 140 STUDENTS.
    Expenses $3,431,737 · revenue $3,695,105
  • TEACHER CANDIDATES - FRIENDS SCHOOL OFFERS A UNIQUE TEACHER PREPARATION PROGRAM TO ASPIRING TEACHERS BY PROVIDING THEM WITH PRACTICAL CLASSROOM TEACHING EXPERIENCE AND COURSEWORK THAT ENABLES THEM TO ATTAIN A COLORADO INITIAL TEACHER LICENSE, AS WELL AS A MASTER'S DEGREE IN EDUCATION IN PARTNERSHIP WITH THE UNIVERSITY OF COLORADO DENVER. THIS HIGHLY REGARDED EDUCATION PROGRAM PLACES TEACHERS IN PUBLIC AND INDEPENDENT SCHOOLS THROUGHOUT BOULDER COUNTY AND SURROUNDING COUNTIES. WE LAUNCH APPROXIMATELY 16-24 TEACHER CANDIDATES EACH YEAR.
    Expenses $377,709 · revenue $162,669

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
84-1087693
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
School
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1991
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B21Z)
Assets (IRS master file)
$7,185,897
Income (IRS master file)
$4,531,043

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$4,438,086$5,209,122$7,185,897XML
990June 2024$4,773,421$5,360,564$7,928,556XML
990June 2023$4,730,633$5,062,996$8,440,285XML
990June 2022$5,756,755$5,547,950$8,810,757IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 84-1087693).

Questions about FRIENDS SCHOOL INC

What is the EIN of FRIENDS SCHOOL INC?
The employer identification number (EIN) of FRIENDS SCHOOL INC is 84-1087693.
Is FRIENDS SCHOOL INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
Are donations to FRIENDS SCHOOL INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does FRIENDS SCHOOL INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of FRIENDS SCHOOL INC due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did FRIENDS SCHOOL INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of FRIENDS SCHOOL INC?
The 990 for the year ended June 30, 2025 names MATT LEVINSON.
Who are the officers and directors of FRIENDS SCHOOL INC?
The 990 for the year ended June 30, 2025 lists 13 people; 3 received compensation from the organization, the highest $249,039 (HONOR TAFT, HEAD OF SCHO).
How much revenue does FRIENDS SCHOOL INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $4,438,086, expenses of $5,209,122 and total assets of $7,185,897 at year end.

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