Nonprofit · EIN 95-1750023
BUCKLEY SCHOOL
Tax-exempt · SHERMAN OAKS, CA 91423
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $54,188,847 | $49,479,285 | $4,709,562 | $186,176,584 | $74,920,226 | $111,256,358 |
| June 30, 2024 | 990 | $47,326,349 | $47,080,651 | $245,698 | $177,250,991 | $73,464,476 | $103,786,515 |
| June 30, 2023 | 990 | $49,490,920 | $45,876,910 | $3,614,010 | $169,874,564 | $72,912,938 | $96,961,626 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $4,258,929
- Program service revenue
- $45,335,987
- Investment income
- $4,159,875
- Net rental income
- $235,750
- Net gain from sales of assets
- $2,105,096
- Net income from fundraising events
- -$85,235
- Other revenue
- $434,056
Expenses
- Grants and similar amounts paid
- $5,835,653
- Compensation of officers, directors and key employees
- $2,259,099
- Other salaries and wages
- $20,007,229
- Salaries, compensation and benefits (total)
- $27,680,638
- Professional fundraising fees
- $0
- Legal fees
- $355,061
- Accounting fees
- $139,773
- Occupancy
- $1,387,023
- Travel
- $21,756
- Depreciation
- $3,047,396
- Program services (functional)
- $40,852,480
- Management and general (functional)
- $6,268,542
- Fundraising (functional)
- $2,358,263
Balance sheet and other
- Total assets, start of year
- $177,250,991
- Total assets, end of year
- $186,176,584
- Total liabilities, end of year
- $74,920,226
- Net assets, end of year
- $111,256,358
- Land, buildings and equipment
- $90,548,649
- Publicly traded securities
- $24,496,924
- Net assets without donor restrictions
- $99,859,404
- Net assets with donor restrictions
- $11,396,954
- Gross unrelated business income
- $15,141
- Gross receipts
- $58,043,361
- Employees
- 258
- Volunteers
- 100
- Year formed
- 1935
- 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 |
|---|---|---|---|---|
| ALONA HILARY SCOTT | HEAD OF SCHOOL Officer | 40 | $672,824 | $301,885 |
| ELIZABETH M TURCHAN | CHIEF FINANCIAL OFFICER Officer | 40 | $439,184 | $56,880 |
| ADRIENNE M PARSONS | HEAD OF LOWER SCHOOL Key employee | 40 | $214,948 | $48,637 |
| TRAVIS FRASER | DIRECTOR OF ADVANCEMENT Highest-paid employee | 40 | $213,227 | $40,518 |
| GREGORY SACON | DIR OF INNOVATIVE TEACHING Highest-paid employee | 40 | $204,450 | $47,729 |
| ERWIN WONG | DIRECTOR OF ENROLLMENT Highest-paid employee | 40 | $216,707 | $26,088 |
| DONALD SMITH JR | HEAD OF MIDDLE SCHOOL Key employee | 40 | $203,009 | $38,642 |
| SUSAN SHERMAN | TEACHER & VARSITY TENNIS COACH Highest-paid employee | 40 | $185,240 | $44,481 |
| SHERRIE SINGER | HEAD OF UPPER SCHOOL Key employee | 40 | $216,529 | $10,933 |
| MICHELLE TOTANES | DIRECTOR OF HUMAN RESOURCE Highest-paid employee | 40 | $212,504 | $11,385 |
| DAVID SADKIN | CHAIR Trustee or director, Officer | 4 | $0 | $0 |
| JOSE-MANUEL DECASTRO | VICE CHAIR Trustee or director, Officer | 4 | $0 | $0 |
| SHARI ROSENTHAL | VICE CHAIR Trustee or director, Officer | 4 | $0 | $0 |
| CHIP SELLERS | TREASURER Trustee or director, Officer | 4 | $0 | $0 |
| VINCENT TRAVAGLIONE | SECRETARY Trustee or director, Officer | 4 | $0 | $0 |
15 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALIX MERKLEY | DIRECTOR Trustee or director | 4 | $0 |
| ANNE-MARIE BALZANO | DIRECTOR Trustee or director | 4 | $0 |
| BENJAMIN VEGA | DIRECTOR Trustee or director | 4 | $0 |
| BRIAN NUSSBAUM | DIRECTOR Trustee or director | 4 | $0 |
| FRANK JUNG | DIRECTOR Trustee or director | 4 | $0 |
| GEORGE ELLIS | DIRECTOR Trustee or director | 4 | $0 |
| JACKIE GOLDBERG | DIRECTOR Trustee or director | 4 | $0 |
| JEN SHEFFIELD | DIRECTOR (RESIGNED 02/25/25) Trustee or director | 4 | $0 |
| JOSS HASTINGS-PRICE | DIRECTOR Trustee or director | 4 | $0 |
| KAREN RICHARDSON | DIRECTOR Trustee or director | 4 | $0 |
| KIRSTEN WINIKOFF | DIRECTOR Trustee or director | 4 | $0 |
| MARK NEHORAY | DIRECTOR Trustee or director | 4 | $0 |
| MARLEN GRUSSI | DIRECTOR Trustee or director | 4 | $0 |
| PEGGY PROCTOR | DIRECTOR Trustee or director | 4 | $0 |
| THOMAS ALBERINI | DIRECTOR Trustee or director | 4 | $0 |
990 for the year ended June 30, 2024: 29 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ALONA HILARY SCOTT | HEAD OF SCHOOL Officer | 40 | $732,737 | $328,832 |
| ELIZABETH M TURCHAN | CHIEF FINANCIAL OFFICER Officer | 40 | $420,006 | $52,363 |
| ADRIENNE M PARSONS | HEAD OF LOWER SCHOOL Key employee | 40 | $205,986 | $43,791 |
| ERWIN WONG | DIRECTOR OF ENROLLMENT Highest-paid employee | 40 | $209,908 | $20,340 |
| GREGORY SACON | DIR OF INNOVATIVE TEACHING & LEARNING Highest-paid employee | 40 | $185,468 | $44,040 |
| DONALD SMITH JR | HEAD OF MIDDLE SCHOOL Key employee | 40 | $192,252 | $35,894 |
| MICHAEL J PETRELLA | TEACHER Highest-paid employee | 40 | $182,463 | $26,797 |
| MICHELLE TOTANES | DIRECTOR OF HUMAN RESOURCES Highest-paid employee | 40 | $197,851 | $10,631 |
| SHERRIE SINGER | HEAD OF UPPER SCHOOL Key employee | 40 | $196,998 | $9,944 |
| GEORGE A RUSSO | UPPER SCHOOL DEAN Highest-paid employee | 40 | $181,852 | $24,422 |
| MICHELLE WENKER SCHROTH | FORMER HIGHEST COMPENSATED EMPLOYEE Former | 40 | $158,096 | $23,791 |
| BENJAMIN VEGA | CHAIR Trustee or director, Officer | 4 | $0 | $0 |
| SHARI ROSENTHAL | VICE CHAIR Trustee or director, Officer | 4 | $0 | $0 |
| DAVID SADKIN | TREASURER Trustee or director, Officer | 4 | $0 | $0 |
| JOSE-MANUEL DECASTRO | SECRETARY Trustee or director, Officer | 4 | $0 | $0 |
| CHIP SELLERS | PARLIAMENTARIAN Trustee or director, Officer | 4 | $0 | $0 |
| ALIX MERKLEY | DIRECTOR Trustee or director | 4 | $0 | $0 |
| ANNE-MARIE BALZANO | DIRECTOR Trustee or director | 4 | $0 | $0 |
| BRIAN NUSSBAUM | DIRECTOR Trustee or director | 4 | $0 | $0 |
| FRANK JUNG | DIRECTOR Trustee or director | 4 | $0 | $0 |
| GEORGE ELLIS | DIRECTOR Trustee or director | 4 | $0 | $0 |
| JACKIE GOLDBERG | DIRECTOR Trustee or director | 4 | $0 | $0 |
| JEN SHEFFIELD | DIRECTOR Trustee or director | 4 | $0 | $0 |
| JOSS HASTINGS-PRICE | DIRECTOR Trustee or director | 4 | $0 | $0 |
| KAREN RICHARDSON | DIRECTOR Trustee or director | 4 | $0 | $0 |
| KIRSTEN WINIKOFF | DIRECTOR Trustee or director | 4 | $0 | $0 |
| MARK NEHORAY | DIRECTOR Trustee or director | 4 | $0 | $0 |
| PEGGY PROCTOR | DIRECTOR Trustee or director | 4 | $0 | $0 |
| VINCENT TRAVAGLIONE | DIRECTOR Trustee or director | 4 | $0 | $0 |
990 for the year ended June 30, 2023: 26 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ALONA HILARY SCOTT | HEAD OF SCHOOL Officer | 40 | $461,229 | $254,611 |
| ELIZABETH M TURCHAN | CHIEF FINANCIAL OFFICER Officer | 40 | $422,461 | $48,765 |
| MICHELLE WENKER SCHROTH | DIRECTOR OF ADVANCEMENT Highest-paid employee | 40 | $208,593 | $40,835 |
| ADRIENNE M PARSONS | HEAD OF LOWER SCHOOL Highest-paid employee | 40 | $197,454 | $40,984 |
| ERWIN WONG | DIRECTOR OF ENROLLMENT MANAGEMENT Highest-paid employee | 40 | $199,424 | $32,829 |
| GEORGE A RUSSO | DEAN OF STUDENTS Highest-paid employee | 40 | $193,199 | $38,289 |
| DONALD SMITH JR | HEAD OF MIDDLE SCHOOL Highest-paid employee | 40 | $184,270 | $33,143 |
| BENJAMIN VEGA | CHAIR Trustee or director, Officer | 4 | $0 | $0 |
| ERIC BIDDLE | VICE CHAIR Trustee or director, Officer | 4 | $0 | $0 |
| SHARI ROSENTHAL | VICE CHAIR Trustee or director, Officer | 4 | $0 | $0 |
| JOSE-MANUEL DECASTRO | SECRETARY Trustee or director, Officer | 4 | $0 | $0 |
| DAVID SADKIN | TREASURER Trustee or director, Officer | 4 | $0 | $0 |
| CHIP SELLERS | PARLIAMENTARIAN Trustee or director, Officer | 4 | $0 | $0 |
| ANDREA ALBERINI | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| ANNE-MARIE BALZANO | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| TOVA COHEN | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| JOSS HASTINGS-PRICE | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| JACKIE GOLDBERG | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| ALIX MERKLEY | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| BRIAN NUSSBAUM | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| PEGGY PROCTOR | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| KAREN RICHARDSON | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| JEN SHEFFIELD | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| RANDALL WINSTON | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| VINCENT TRAVAGLIONE | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| MARK NEHORAY | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3900 STANSBURY AVE, SHERMAN OAKS, CA 91423-4618
- Principal officer (990 for 2024)
- ALONA SCOTT, 3900 STANSBURY AVENUE, SHERMAN OAKS, CA 91423
- Signed the 990
- ALONA SCOTT, HEAD OF SCHOOL
- Phone
- (818) 783-1610
- Website
- WWW.BUCKLEY.ORG
- Return prepared by
- CLIFTONLARSONALLEN LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 95-1750023 or by the name BUCKLEY 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 BUCKLEY SCHOOL IS A DYNAMIC, NURTURING LEARNING COMMUNITY COMMITTED TO EQUITY AND INCLUSION. OUR INNOVATIVE TEACHERS AND CHALLENGING PROGRAMS INSPIRE CREATIVITY, COURAGE, AND COLLABORATION. BY PROMOTING A BALANCED DEVELOPMENT OF MIND, BODY, AND CHARACTER, WE ENCOURAGE EACH STUDENT TO FIND JOY AND MEANING IN LIFE AND MAKE AN IMPACT IN THE WORLD.
Program accomplishments
- THE SCHOOL IS SITUATED ON A NINETEEN ACRE CAMPUS IN A RESIDENTIAL SECTION OF SANTA MONICA MOUNTAINS, A SETTING OF NATURAL BEAUTY WITH ACCESS TO THE CULTURAL AND EDUCATIONAL RESOURCES OF THE LOS ANGELES METROPOLITAN AREA. WITH AN ENROLLMENT OF APPROXIMATELY 830 STUDENTS IN KINDERGARTEN THROUGH GRADE TWELVE, THE SCHOOL SEEKS TO ATTRACT STUDENTS WHO REFLECT THE ETHNIC DIVERSITY OF LOS ANGELES.BUCKLEY'S PHILOSOPHY, THE 4-FOLD PLAN OF EDUCATION, COMBINES THE PRINCIPLES OF WHOLE-CHILD EDUCATION - A DEEPLY INTER-CONNECTED PROGRAM OF ACADEMICS, THE ARTS, PHYSICAL DEVELOPMENT, AND MORAL EDUCATION. CURIOSITY, CRITICAL THINKING, AND CREATIVITY ARE ENCOURAGED AND PROMOTED. WE BELIEVE THAT STUDENTS' BEST WORK -- IN THE CLASSROOM, IN THE ARTS, AND ON THE FIELD, CAN ONLY BE REALIZED THROUGH SELF-EXPRESSION AND RESILIENCE WITHIN AN INTENTIONAL PROGRAM.OUR LOWER SCHOOL BLENDS TRADITION AND STRUCTURE WITH PROGRESSIVE METHODOLOGIES. OUR MIDDLE AND UPPER SCHOOL IS COLLEGE PREPARATORY, BASED ON A PRESCRIBED CURRICULUM THAT EVOLVES TO INCLUDE THE BEST OF CURRENT RESEARCH AND TEACHING METHODOLOGIES.Expenses $40,852,480 · grants $5,835,653 · revenue $45,335,987
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
- 95-1750023
- 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
- 1954
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $186,176,584
- Income (IRS master file)
- $58,043,361
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $54,188,847 | $49,479,285 | $186,176,584 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $47,326,349 | $47,080,651 | $177,250,991 | IRS |
| 990 | June 2023 | $49,490,920 | $45,876,910 | $169,874,564 | XML |
| 990 | June 2022 | $38,807,271 | $40,029,794 | $155,779,870 | IRS |
| 990 | July 2021 | – | – | – | IRS |
| 990 | July 2020 | – | – | – | IRS |
| 990 | July 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 95-1750023).
Questions about BUCKLEY SCHOOL
- What is the EIN of BUCKLEY SCHOOL?
- The employer identification number (EIN) of BUCKLEY SCHOOL is 95-1750023.
- Is BUCKLEY SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1954.
- Are donations to BUCKLEY SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BUCKLEY 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 BUCKLEY 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 BUCKLEY 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 BUCKLEY SCHOOL?
- The 990 for the year ended June 30, 2025 names ALONA SCOTT.
- Who are the officers and directors of BUCKLEY SCHOOL?
- The 990 for the year ended June 30, 2025 lists 30 people; 10 received compensation from the organization, the highest $672,824 (ALONA HILARY SCOTT, HEAD OF SCHOOL).
- How much revenue does BUCKLEY SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $54,188,847, expenses of $49,479,285 and total assets of $186,176,584 at year end.
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