Nonprofit · EIN 94-3085954
THE CAREY SCHOOL
Tax-exempt · SAN MATEO, CA 94403
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $16,555,972 | $13,202,307 | $3,353,665 | $40,057,958 | $10,444,258 | $29,613,700 |
| June 30, 2024 | 990 | $15,113,221 | $12,630,455 | $2,482,766 | $35,450,378 | $9,913,234 | $25,537,144 |
| June 30, 2023 | 990 | $12,088,910 | $11,759,063 | $329,847 | $32,332,024 | $9,807,237 | $22,524,787 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $3,766,976
- Program service revenue
- $12,613,036
- Investment income
- $158,984
- Net rental income
- $64,503
- Net gain from sales of assets
- -$2,804
- Net income from fundraising events
- -$81,043
- Other revenue
- $16,976
Expenses
- Grants and similar amounts paid
- $1,001,452
- Compensation of officers, directors and key employees
- $684,006
- Other salaries and wages
- $6,685,361
- Salaries, compensation and benefits (total)
- $9,165,642
- Professional fundraising fees
- $0
- Legal fees
- $49,836
- Accounting fees
- $40,114
- Occupancy
- $511,514
- Depreciation
- $822,409
- Program services (functional)
- $10,668,860
- Management and general (functional)
- $2,175,458
- Fundraising (functional)
- $357,989
Balance sheet and other
- Total assets, start of year
- $35,450,378
- Total assets, end of year
- $40,057,958
- Total liabilities, end of year
- $10,444,258
- Net assets, end of year
- $29,613,700
- Land, buildings and equipment
- $20,703,269
- Publicly traded securities
- $11,900,895
- Net assets without donor restrictions
- $23,151,610
- Net assets with donor restrictions
- $6,462,090
- Gross receipts
- $37,404,347
- Employees
- 97
- Volunteers
- 250
- Year formed
- 1928
- State of legal domicile
- CA
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.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| NEELY NORRIS | HEAD OF SCHOOL Officer | 40 | $410,433 | $71,038 |
| MICHELLE RYDER | DIR OF FINANCE Officer | 40 | $213,166 | $29,255 |
| ROBERT MILES | DIR OF TECHNOLOGY | 40 | $158,852 | $26,599 |
| AUDRA CARLI | DIR OF STUDIES | 40 | $155,322 | $24,627 |
| IDA GRUBER | DIR OF ADMSN & FIN | 40 | $136,685 | $34,842 |
| RESHAM BHARWANI | DIR OF DEVELOPMENT | 40 | $147,688 | $20,230 |
| GHIA SANTOS | CONTROLLER | 40 | $139,322 | $23,223 |
| KIM BAKER | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| MICHAEL ZHANG | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| JESSIE ALLAN | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| AMBRA ATCHISON | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| JIM GELLAS | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| SUZANNE GIBBS | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| ERIN HAUGEN | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| ANDREW MALCOLM | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
11 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUZIE TOMLINSON | Secretary Trustee or director, Officer | 4 | $0 |
| KATHY LAYENDECKER | BOARD MEMBER Trustee or director | 4 | $0 |
| VIVIAN LOVETT | BOARD MEMBER Trustee or director | 4 | $0 |
| MEAGHAN KADAKIA | BOARD MEMBER Trustee or director | 4 | $0 |
| KYLE MORGENROTH | Vice President Trustee or director, Officer | 4 | $0 |
| NEHA NARANG | BOARD MEMBER Trustee or director | 4 | $0 |
| LINDSAY RAMSAY | BOARD CHAIR Trustee or director, Officer | 4 | $0 |
| TERESA SAKS | BOARD MEMBER Trustee or director | 4 | $0 |
| LEAH SOLIVAN | Vice President Trustee or director, Officer | 4 | $0 |
| WEB SUN | BOARD MEMBER Trustee or director | 4 | $0 |
| AJAY VASHEE | Treasurer Trustee or director, Officer | 4 | $0 |
990 for the year ended June 30, 2024: 31 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| NORRIS NEELY | HEAD OF SCHOOL Officer | 40 | $321,874 | $29,798 |
| GHIA SANTOS | CONTROLLER | 40 | $145,149 | $20,843 |
| ROBERT MILES | DIR OF TECHNOLOGY | 40 | $140,867 | $21,599 |
| RESHAM BHARWANI | DIR OF DEVELOPMENT | 40 | $136,502 | $16,685 |
| IDA GRUBER | DIR OD ADMSN & FIN | 40 | $126,616 | $25,188 |
| AUDRA CARLI | DIR OF STUDIES | 40 | $130,867 | $19,252 |
| MICHELLE RYDER | DIR OF FINANCE Officer | 40 | $79,097 | $9,419 |
| KIM BAKER | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| BRIAN BAUM | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| JESSIE ALLAN | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| CLAUDIA DIERKES-BANKS | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| JIM GELLAS | Treasurer Trustee or director, Officer | 4 | $0 | $0 |
| SUZANNE GIBBS | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| ERIN HAUGEN | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| ERIC KIM | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| SUZIE KIM | Secretary Trustee or director, Officer | 4 | $0 | $0 |
| JASON KWOK | Vice President Trustee or director, Officer | 4 | $0 | $0 |
| KATHY LAYENDECKER | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| VIVIAN LOVETT | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| LA VINA LOWERY | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| MEAGHAN ROSE | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| CURT METZGER | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| KYLE MORGENROTH | Vice President Trustee or director, Officer | 4 | $0 | $0 |
| NEHA NARANG | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| LINDSAY RAMSAY | BOARD CHAIR Trustee or director, Officer | 4 | $0 | $0 |
| TERESA SAKS | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| MELISSA SIMS | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| LEAH SOLIVAN | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| CONSUELA STEWART | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| WEB SUN | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| AJAY VASHEE | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
990 for the year ended June 30, 2023: 30 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| NEELY NORRIS | HEAD OF SCHOOL Officer | 40 | $277,085 | $21,897 |
| SUSAN LOVEALL | CFO Officer | 40 | $252,996 | $29,667 |
| DUNCAN LYON | FMR HEAD SCHOOL Officer | 40 | $226,027 | $0 |
| ROBERT MILES | DIR. OF IT | 40 | $141,594 | $20,719 |
| IDA GRUBER | DIR OD ADMSN & FIN | 40 | $134,684 | $21,802 |
| RESHAM BHARWANI | DIR OF DEVELOPMENT | 40 | $135,939 | $15,537 |
| GHIA SANTOS | CONTROLLER | 40 | $131,484 | $18,844 |
| ERIKA SILK | DIR OF OPERATIONS | 40 | $118,347 | $16,422 |
| KIM BAKER | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| BRIAN BAUM | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| JENNIFER CHUNG | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| CLAUDIA DIERKES-BANKS | Vice President Trustee or director, Officer | 4 | $0 | $0 |
| JIM GELLAS | Treasurer Trustee or director, Officer | 4 | $0 | $0 |
| SUZANNE GIBBS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JACK HERNDON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ERIC KIM | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| SUZIE KIM | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| JASON KWOK | Vice President Trustee or director, Officer | 4 | $0 | $0 |
| CAROLINE LEE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| VIVIAN LOVETT | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| LA VINA LOWERY | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| MIKE MARKSON | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| CURT METZGER | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| KYLE MORGENROTH | Secretary Trustee or director, Officer | 4 | $0 | $0 |
| NEHA NARANG | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| LINDSAY RAMSAY | BOARD CHAIR Trustee or director, Officer | 4 | $0 | $0 |
| TERESA SAKS | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| KIMBERLY SARGENT | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LEAH SOLIVAN | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| CONSUELA STEWART | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1 CAREY SCHOOL LN, SAN MATEO, CA 94403-1268
- In care of
- % ELLEN WANG - BUS MGR
- Principal officer (990 for 2024)
- NEELY NORRIS, ONE CAREY SCHOOL LANE, SAN MATEO, CA 94403
- Signed the 990
- NEELY NORRIS, HEAD OF SCHOOL
- Phone
- (650) 345-8205
- Website
- WWW.CAREYSCHOOL.ORG
- Return prepared by
- West Rhode & Roberts
California records
California keeps its own records of charities and corporations. Search them by EIN 94-3085954 or by the name THE CAREY SCHOOL.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
The Carey School inspires curious, confident, and joyful learners and celebrates childhood in a diverse, inclusive community that nurtures kindness, respect and personal responsibility.
Program accomplishments
- THE PRIMARY PROGRAM IS THE EDUCATION OF STUDENTS VIA THE CLASSROOM, THE AFTER SCHOOL ENRICHMENT PROGRAMS, AND THE AFTER SCHOOL CARE PROGRAM. CURRENTLY 295 STUDENTS ARE ENROLLED AT THE CAREY SCHOOL. APPROXAMIELTY 12% OF THE STUDENT BODY, OR 34 STUDENTS ARE SUPPRTED BY FINANICAL ASSISTANCE WHICH MAY INCLUDE TUITION ASSISTANCE, TUITION REMISSION, SUPPORT FOR TUTORING AND OTHER EVALUATIONS, SUPPORT FOR AFTER SCHOOL CARE AND LUNCH.Expenses $10,668,860 · grants $1,001,452 · revenue $12,646,552
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 94-3085954
- 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
- 1990
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $40,057,958
- Income (IRS master file)
- $37,404,347
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $16,555,972 | $13,202,307 | $40,057,958 | XML |
| 990 | June 2024 | $15,113,221 | $12,630,455 | $35,450,378 | XML |
| 990 | June 2023 | $12,088,910 | $11,759,063 | $32,332,024 | XML |
| 990 | June 2022 | $11,120,098 | $10,641,530 | $31,298,497 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 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 94-3085954).
Questions about THE CAREY SCHOOL
- What is the EIN of THE CAREY SCHOOL?
- The employer identification number (EIN) of THE CAREY SCHOOL is 94-3085954.
- Is THE CAREY SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
- Are donations to THE CAREY SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE CAREY SCHOOL 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 THE CAREY SCHOOL 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 THE CAREY SCHOOL 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 THE CAREY SCHOOL?
- The 990 for the year ended June 30, 2025 names NEELY NORRIS.
- Who are the officers and directors of THE CAREY SCHOOL?
- The 990 for the year ended June 30, 2025 lists 26 people; 7 received compensation from the organization, the highest $410,433 (NEELY NORRIS, HEAD OF SCHOOL).
- How much revenue does THE CAREY SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $16,555,972, expenses of $13,202,307 and total assets of $40,057,958 at year end.
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