Sonoma Academy
- Assets
- $118.1m
- Revenue
- $19.3m
- Investments
- $0.0
- Employees
- 152
- Location
- Santa Rosa, CA
- Founding
- 04/2000
- Data as of
- 06/2022
- EIN
- 94-3343174
Organization Overview
Sonoma Academy is located in Santa Rosa, CA. The organization was established in 2000. According to its NTEE Classification (B20) the organization is classified as: Elementary & Secondary Schools, under the broad grouping of Education and related organizations. As of 06/2022, Sonoma Academy employed 152 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Sonoma Academy is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, Sonoma Academy generated $19.3m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 5.3% each year. All expenses for the organization totaled $23.7m during the year ending 06/2022. While expenses have increased by 10.0% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
TO OPERATE A COED EDUCATION HIGH SCHOOL AND PREPARE STUDENTS TO ENTER A COLLEGE OF THEIR CHOICE.
Describe the Organization's Program Activity:
Part 3 - Line 4a
OPERATE A COED DAY SCHOOL EDUCATIONAL PROGRAM FOR APPROXIMATELY 325 STUDENTS IN GRADES 9-12.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Tucker Foehl Head Of School | OfficerTrustee | 60 | $434,000 |
Rebecca B Brown Chief Operating Officer | Officer | 50 | $272,223 |
Eleanor Dwight Asst Head Of School | 40 | $206,594 | |
Kimberly Eber Director Of Advancement | 50 | $200,682 | |
Sandra Stack Director Of Enrollment | 40 | $178,033 | |
Kelly Castaneda Dean Of Curriculum | 40 | $159,875 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Machaon Diagnostics Medical Services | 6/29/22 | $242,198 |
Folger Levin Llp Legal Services | 6/29/22 | $204,869 |
Debevoise & Plimpton Llp Legal Services | 6/29/22 | $1,701,835 |
Dpr Construction Construction Services | 6/29/22 | $357,129 |
Flik Independent Schools Food Services | 6/29/22 | $360,370 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $286,771 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $1,177,297 |
| Noncash contributions included in lines 1a–1f | $30,697 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $1,464,068 |
| Total Program Service Revenue | $16,637,494 |
| Investment income | $1,163,441 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $12,800 |
| Net Gain/Loss on Asset Sales | -$39,838 |
| Net Income from Fundraising Events | $34,330 |
| Net Income from Gaming Activities | $11,450 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $19,257,455 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $4,377,900 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $937,268 |
| Compensation of current officers, directors, key employees. | $937,268 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $7,178,436 |
| Pension plan accruals and contributions | $470,109 |
| Other employee benefits | $743,310 |
| Payroll taxes | $554,708 |
| Fees for services: Management | $245,897 |
| Fees for services: Legal | $2,288,737 |
| Fees for services: Accounting | $45,300 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $88,945 |
| Fees for services: Other | $36,707 |
| Advertising and promotion | $137,810 |
| Office expenses | $568,283 |
| Information technology | $182,709 |
| Royalties | $0 |
| Occupancy | $1,181,145 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $120,063 |
| Interest | $201,729 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $2,634,022 |
| Insurance | $136,407 |
| All other expenses | $0 |
| Total functional expenses | $23,749,381 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $3,629,573 |
| Savings and temporary cash investments | $223,194 |
| Pledges and grants receivable | $1,567,337 |
| Accounts receivable, net | $79,612 |
| Loans from Officers, Directors, or Controlling Persons | $173,310 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $216,112 |
| Net Land, buildings, and equipment | $63,463,049 |
| Investments—publicly traded securities | $47,794,931 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $942,145 |
| Total assets | $118,089,263 |
| Accounts payable and accrued expenses | $1,764,736 |
| Grants payable | $0 |
| Deferred revenue | $2,495,937 |
| Tax-exempt bond liabilities | $5,276,991 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $942,145 |
| Total liabilities | $10,479,809 |
| Net assets without donor restrictions | $67,218,393 |
| Net assets with donor restrictions | $40,391,061 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $118,089,263 |
Grants Recieved
Over the last fiscal year, we have identified 12 grants that Sonoma Academy has recieved totaling $12,822,501.
| Awarding Organization | Amount |
|---|---|
Shelby Cullom Davis Charitable Fund Inc Wilmington, DE PURPOSE: THE PERFORMING ARTS CENTER | $12,000,000 |
Manitou Fund White Bear Lake, MN PURPOSE: SONOMA ACADEMY PERFORMING ARTS CENTER | $475,000 |
Schwab Charitable Fund San Francisco, CA PURPOSE: EDUCATION | $154,000 |
Shelby Cullom Davis Charitable Fund Inc Wilmington, DE PURPOSE: TO SUPPORT YEAR END BONUSES AND THE ANNUAL FUND | $100,000 |
Woodbury Foundation Northbrook, IL PURPOSE: OPERATIONS | $40,000 |
Donald And Maureen Green Foundation Santa Rosa, CA PURPOSE: OPERATIONAL NEEDS | $16,500 |
Endowment Analysis
| Beg. Balance | $4,812,734 |
| Earnings | -$736,720 |
| Net Contributions | $150,500 |
| Other Expense | $114,429 |
| Ending Balance | $4,112,085 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Francis Parker School San Diego, CA | $194,908,820 | $57,687,551 |
La Jolla Country Day School La Jolla, CA | $114,865,046 | $46,001,052 |
Sierra Canyon High School Foundation Chatsworth, CA | $85,774,367 | $48,990,674 |
Mid-Pacific Institute Honolulu, HI | $101,803,937 | $45,053,597 |
St Margaret Of Scotland Episcopal School San Juan Capistrano, CA | $134,064,500 | $40,914,385 |
Polytechnic School Pasadena, CA | $171,943,339 | $44,872,252 |
Robert Louis Stevenson School Pebble Beach, CA | $122,648,077 | $40,501,209 |
Head-Royce School Oakland, CA | $139,836,677 | $50,710,547 |
Leman Academy Of Excellence Inc Tucson, AZ | $127,912,652 | $38,356,100 |
San Domenico School San Anselmo, CA | $70,945,076 | $41,031,926 |
Alexander Dawson Foundation Las Vegas, NV | $318,582,392 | $50,508,481 |
Buckley School Sherman Oaks, CA | $161,147,758 | $37,463,452 |