Nonprofit · EIN 94-3266229
THE BAY SCHOOL OF SAN FRANCISCO
Tax-exempt · SAN FRANCISCO, CA 94129
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $29,414,607 | $31,039,361 | -$1,624,754 | $70,733,340 | $46,426,341 | $24,306,999 |
| June 30, 2024 | 990 | $32,671,179 | $31,035,813 | $1,635,366 | $73,960,904 | $48,612,511 | $25,348,393 |
| June 30, 2023 | 990 | $29,428,868 | $27,977,302 | $1,451,566 | $73,027,866 | $49,585,929 | $23,441,937 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,937,975
- Program service revenue
- $26,940,887
- Investment income
- $619,479
- Net gain from sales of assets
- $10,868
- Net income from fundraising events
- -$95,590
- Other revenue
- -$83,734
Expenses
- Grants and similar amounts paid
- $4,731,485
- Compensation of officers, directors and key employees
- $1,230,752
- Other salaries and wages
- $11,946,268
- Salaries, compensation and benefits (total)
- $16,288,864
- Professional fundraising fees
- $0
- Legal fees
- $200,916
- Accounting fees
- $62,121
- Occupancy
- $3,192,824
- Travel
- $14,851
- Depreciation
- $1,211,916
- Program services (functional)
- $26,515,535
- Management and general (functional)
- $2,604,110
- Fundraising (functional)
- $1,919,716
Balance sheet and other
- Total assets, start of year
- $73,960,904
- Total assets, end of year
- $70,733,340
- Total liabilities, end of year
- $46,426,341
- Net assets, end of year
- $24,306,999
- Land, buildings and equipment
- $17,230,669
- Publicly traded securities
- $21,911,679
- Net assets without donor restrictions
- $20,170,025
- Net assets with donor restrictions
- $4,136,974
- Gross receipts
- $30,649,749
- Employees
- 194
- Volunteers
- 175
- Year formed
- 2004
- 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 |
|---|---|---|---|---|
| LUKE W FELKER | HEAD OF SCHOOL Officer | 50 | $720,717 | $25,108 |
| LISE SHELTON | ASSOC. HEAD OF SCHOOL (THRU 07/24) Key employee | 50 | $389,366 | $23,018 |
| KEVIN ROGERS | CFOO Officer | 50 | $333,700 | $37,650 |
| RICHARD LEVINE | DIR. OF SPECIAL PROJECTS & OPS Highest-paid employee | 40 | $251,275 | $38,965 |
| DOROTHY JONES | DEAN, ENROLLMENT MGMT & STRAT. ENG. Highest-paid employee | 40 | $193,200 | $31,081 |
| AMY TALBOT | DIRECTOR OF ADVANCEMENT Highest-paid employee | 40 | $200,685 | $15,419 |
| LAILA MCCLAY | DEAN OF ACADEMICS & INNOVATION Highest-paid employee | 40 | $180,515 | $25,274 |
| MIO TSUKAMOTO | DEAN OF STUDENTS Highest-paid employee | 40 | $181,221 | $18,347 |
| NELL BRANCO | BOARD CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| LISA AQUINO | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ERIC ALT | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| JONATHAN FELDMAN | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| ANNELISE BAUER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LORA BLUM | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DAINA CHIU | TRUSTEE Trustee or director | 1 | $0 | $0 |
20 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ERNIE CHOW | TRUSTEE Trustee or director | 1 | $0 |
| ARJUNA COSTA | TRUSTEE Trustee or director | 1 | $0 |
| KARIN COTTERMAN | TRUSTEE Trustee or director | 1 | $0 |
| ERIN GANJU | TRUSTEE (THRU 04/25) Trustee or director | 1 | $0 |
| GABY GUCHO-OLIVA | TRUSTEE Trustee or director | 1 | $0 |
| FRANCISCO GUEDEZ | TRUSTEE Trustee or director | 1 | $0 |
| GHITA HARRIS-NEWTON | TRUSTEE Trustee or director | 1 | $0 |
| STEPHEN HIBBARD | TRUSTEE Trustee or director | 1 | $0 |
| WENDY HOLCOMBE | TRUSTEE Trustee or director | 1 | $0 |
| ABRAM JACKSON | TRUSTEE Trustee or director | 1 | $0 |
| MARK JAMISON | TRUSTEE Trustee or director | 1 | $0 |
| JACK JUE | TRUSTEE Trustee or director | 1 | $0 |
| PAUL KOCHER | TRUSTEE Trustee or director | 1 | $0 |
| CATHY MANSHEL | TRUSTEE Trustee or director | 1 | $0 |
| FLORA MUGAMBI-MUTUNGA | TRUSTEE Trustee or director | 1 | $0 |
| KATHLEEN PATTERSON | TRUSTEE (THRU 03/25) Trustee or director | 1 | $0 |
| AMY METZLER RITTER | TRUSTEE Trustee or director | 1 | $0 |
| CORI SNYDER SCHUMAN | TRUSTEE Trustee or director | 5 | $0 |
| CARL SJOGREEN | TRUSTEE Trustee or director | 1 | $0 |
| SARA SULLIVAN | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 35 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LUKE W FELKER | HEAD OF SCHOOL Officer | 50 | $670,830 | $29,839 |
| KEVIN ROGERS | CFOO Officer | 50 | $340,775 | $36,004 |
| LISE SHELTON | ASSOCIATE HEAD OF SCHOOL Key employee | 50 | $328,750 | $37,791 |
| ANTOINETTE KELLY | DEAN OF ACADEMICS AND INNOVATION Highest-paid employee | 40 | $232,972 | $29,073 |
| AMY TALBOT | DIRECTOR OF ADVANCEMENT Highest-paid employee | 40 | $215,573 | $15,254 |
| DOROTHY JONES | DEAN, ENROLLMENT MGMT & STRAT. ENG. Highest-paid employee | 40 | $185,214 | $28,627 |
| ELLEN BELLER | CONTROLLER Highest-paid employee | 40 | $168,011 | $29,141 |
| MIO BERK | DEAN OF STUDENTS Highest-paid employee | 40 | $168,544 | $20,496 |
| ANNELISE BAUER | BOARD CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| NELL BRANCO | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ERIC ALT | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| SHERNICE LAZARE | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| LISA AQUINO | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LORA BLUM | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DAINA CHIU | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ERNIE CHOW | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ARJUNA COSTA | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KARIN COTTERMAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JONATHAN FELDMAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ERIN GANJU | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JAY GRANT | TRUSTEE Trustee or director | 1 | $0 | $0 |
| GABY GUCHO-OLIVA | TRUSTEE Trustee or director | 1 | $0 | $0 |
| FRANCISCO GUEDEZ | TRUSTEE Trustee or director | 1 | $0 | $0 |
| GHITA HARRIS-NEWTON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| STEPHEN HIBBARD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| WENDY HOLCOMBE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARK JAMISON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JACK JUE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CATHY MANSHEL | TRUSTEE Trustee or director | 1 | $0 | $0 |
| AMY METZLER RITTER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| TEJAL PATEL | TRUSTEE Trustee or director | 2.5 | $0 | $0 |
| KATHLEEN PATTERSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARGARET POZA | TRUSTEE Trustee or director | 2.5 | $0 | $0 |
| SARA SULLIVAN | TRUSTEE Trustee or director | 5 | $0 | $0 |
| LILIAN WAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 32 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LUKE FELKER | HEAD OF SCHOOL Officer | 50 | $628,260 | $29,755 |
| LISE SHELTON | ASSOCIATE HEAD OF SCHOOL Key employee | 50 | $293,955 | $35,825 |
| LERHONDA GREATS | ASST HEAD, DIVERSITY/EQUITY/BELONGING Highest-paid employee | 40 | $198,653 | $29,281 |
| ANTOINETTE KELLY | DEAN OF ACADEMICS AND INNOVATION Highest-paid employee | 40 | $196,641 | $27,378 |
| AMY TALBOT | DIRECTOR OF ADVANCEMENT Highest-paid employee | 40 | $204,792 | $14,434 |
| DOROTHY JONES | DEAN, ENROLLMENT MGMT & COMM CULTURE Highest-paid employee | 40 | $180,484 | $26,549 |
| ELLEN BELLER | CONTROLLER Highest-paid employee | 40 | $165,776 | $27,874 |
| KEVIN ROGERS | CFOO Officer | 50 | $171,073 | $17,995 |
| JAMES PANNELL | INTERIM CFOO (THRU 07/22) Officer | 50 | $138,864 | $18,776 |
| ANNELISE BAUER | BOARD CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| NELL BRANCO | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ERIC ALT | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| SHERNICE LAZARE | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| LISA AQUINO | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARIAN BALDAUF | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LORA BLUM | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DAINA CHIU | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ERNIE CHOW | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KARIN COTTERMAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MOLLY DWYER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JONATHAN FELDMAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JAY GRANT | TRUSTEE Trustee or director | 1 | $0 | $0 |
| GABY GUCHO-OLIVA | TRUSTEE Trustee or director | 1 | $0 | $0 |
| FRANCISCO GUEDEZ | TRUSTEE Trustee or director | 1 | $0 | $0 |
| STEPHEN HIBBARD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| WENDY HOLCOMBE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JACK JUE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CATHY MANSHEL | TRUSTEE Trustee or director | 1 | $0 | $0 |
| AMY METZLER RITTER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KATHLEEN PATTERSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SARA SULLIVAN | TRUSTEE Trustee or director | 5 | $0 | $0 |
| LILIAN WAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 35 KEYES AVE, SAN FRANCISCO, CA 94129-1736
- Principal officer (990 for 2024)
- LUKE W FELKER, 35 KEYES AVENUE, SAN FRANCISCO, CA 94129
- Signed the 990
- KEVIN ROGERS, CFOO
- Phone
- (415) 561-5800
- Website
- WWW.BAYSCHOOLSF.ORG
- Return prepared by
- ARMANINO ADVISORY LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 94-3266229 or by the name THE BAY SCHOOL OF SAN FRANCISCO.
- 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
AT THE BAY SCHOOL, WE BALANCE CHALLENGING ACADEMICS AND INNOVATIVE THINKING WITH A MINDFUL APPROACH TO LEARNING AND LIFE. OUR GOAL IS TO SEE STUDENTS UNLOCK THEIR INDIVIDUAL AND COLLECTIVE POTENTIAL SO THEY BEGIN TO REALIZE THEIR ROLES IN A DYNAMIC WORLD.
Program accomplishments
- THE BAY SCHOOL OF SAN FRANCISCO IS AN INDEPENDENT COLLEGE PREPARATORY SECONDARY SCHOOL SERVING APPROXIMATELY 411 STUDENTS FROM THE BAY AREA DURING A SCHOOL YEAR OF APPROXIMATELY 175 SCHOOL DAYS.Expenses $26,515,535 · grants $4,731,485 · revenue $26,952,743
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
- 94-3266229
- 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
- 1997
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B20Z)
- Assets (IRS master file)
- $70,733,340
- Income (IRS master file)
- $30,649,749
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $29,414,607 | $31,039,361 | $70,733,340 | IRS |
| 990 | June 2024 | $32,671,179 | $31,035,813 | $73,960,904 | IRS |
| 990 | June 2023 | $29,428,868 | $27,977,302 | $73,027,866 | XML |
| 990 | June 2022 | $28,392,577 | $26,097,511 | $53,134,282 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 94-3266229).
Questions about THE BAY SCHOOL OF SAN FRANCISCO
- What is the EIN of THE BAY SCHOOL OF SAN FRANCISCO?
- The employer identification number (EIN) of THE BAY SCHOOL OF SAN FRANCISCO is 94-3266229.
- Is THE BAY SCHOOL OF SAN FRANCISCO tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to THE BAY SCHOOL OF SAN FRANCISCO tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE BAY SCHOOL OF SAN FRANCISCO 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 BAY SCHOOL OF SAN FRANCISCO 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 BAY SCHOOL OF SAN FRANCISCO 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 BAY SCHOOL OF SAN FRANCISCO?
- The 990 for the year ended June 30, 2025 names LUKE W FELKER.
- Who are the officers and directors of THE BAY SCHOOL OF SAN FRANCISCO?
- The 990 for the year ended June 30, 2025 lists 35 people; 8 received compensation from the organization, the highest $720,717 (LUKE W FELKER, HEAD OF SCHOOL).
- How much revenue does THE BAY SCHOOL OF SAN FRANCISCO have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $29,414,607, expenses of $31,039,361 and total assets of $70,733,340 at year end.
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