Allendale Columbia School FY2021 filing

Tax-deductible

Rochester, NY501(c)(3)Since 1890EducationEIN 16-0983166Revenue $12.2M in FY2021

On file with the IRSallendalecolumbia.org519 Allens Creek Rd, 14618-3405 · Rochester, NYTax-exempt since Oct 1971School — 170(b)(1)(A)(ii)

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Provide education to students from nursery School through 12th grade.

501(c)(3) charity; gifts are tax-deductible.
79¢ of each $1 spent went to programs.
$626K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $488K a year · 4% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
79%
of spending
Looks good: 79% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$626K
to officers and key staff · 6% of spending
Looks good: pay to officers and key staff is 6% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
4 mo
of spending, in cash
Looks good: 4.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
16
named funders · $248K
Looks good: 16 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$6.1M
38% of total assets
Looks good: liabilities are 38% of assets; 50% or less.
Pt X · Ln 26
Independent board members
15
of 15 voting members
Looks good: 15 of 15 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$12.2M
+2% vs prior year
Spent
$10.4M
To programs
79%
Net assets
$10.1M
By yearFY2020–FY2025
Revenue
$12.2M
FY2021▲ +2%
Tap a bar for its year
Revenue by fiscal year
FY2020$12.0M
FY2021$12.2M
FY2022$12.4M
FY2023$11.4M
FY2024$11.1M
FY2025$16.2M
Expenses
$10.4M
FY2021▼ -1%
Tap a bar for its year
Expenses by fiscal year
FY2020$10.5M
FY2021$10.4M
FY2022$11.9M
FY2023$13.3M
FY2024$13.1M
FY2025$13.2M
Net assets
$10.1M
FY2021▲ +52%
Tap a bar for its year
Net assets by fiscal year
FY2020$6.7M
FY2021$10.1M
FY2022$9.4M
FY2023$8.1M
FY2024$6.7M
FY2025$10.3M

From the FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Oct 1971.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

79 cents of each dollar spent went to programs.

Program services 79% · $8.2M Management & general 19% · $2.0M Fundraising 3% · $263K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

20 people listed on the 990; $626K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Former Head of School
$151,000Pt VII · Sec A
Interim Head of School
$128,101Pt VII · Sec A
Director of Advancement
$125,000Pt VII · Sec A
Chief Financial Officer
$112,070Pt VII · Sec A
Head of Upper School
$110,000Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Shannon Baudo’s $207K as Head of School is at the 40th percentile of top reported officer pay among 3683 $10–100M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Shannon Baudo$207,006$210,000$273,636$234,004$128,101—
Michael Gee————$151,000$255,020
Eric Steiner$140,467$134,163————
Christina Duquin——$136,733$136,733$112,070$109,140
Karen Higman————$125,000$127,500
Michelle Feiss——$115,771$118,600——
Philip Schwartz$118,203$117,810$96,711$115,005$110,000$110,000
Tina Duver$115,885$115,500$112,750$112,750——

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes
  • Loans to or from officersSch L · Pt II1 listed

Programs and updates

Educates students from nursery school through 12th grade.

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Provided by the organization

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1 program · $8.2M · in their own filed words · FY2020
01

Classroom Services

Including TEACHER/FACULTY salaries, textbooks, instructional supplies, etc. Needed to perform the education process for 376 students during the 2020/2021 school year.

$8.2Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
See all 16 funders →
Grants paid · 6 grants · $17.1M · 2019–2024
Unitemized GrantFY2024$3,030,622
Unitemized GrantFY2023$2,854,490
Unitemized GrantFY2022$3,057,415
Unitemized GrantFY2021$2,815,281
Unitemized GrantFY2020$2,759,035
Unitemized GrantFY2019$2,533,639

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$12.2M
Ln 12
Fees for servicesLn 2g$9.2M
Gifts and grantsLn 1h$2.7M
Investment incomeLn 3$228K
Money outPt IX
$10.4M
Ln 25
Programscol B$8.2M
Managementcol C$2.0M
Fundraisingcol D$263K
Owns and owesPt X
$10.1M
net assets · Ln 32
Cash and savingsLn 1–2$3.6M
Total assetsLn 16$16.2M
LiabilitiesLn 26$6.1M
PeoplePt VI, VII
20
listed · VII A
PaidVII A5
Voting boardVI 1a15
IndependentVI 1b15
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.7M
Government grantsLn 1e$1.1M
Fundraising eventsLn 1c$39K
Fees for servicesLn 2g$9.2M
Investment incomeLn 3$228K
Other incomeLn 4–11$115K
Total revenueLn 12$12.2M
Assets in detailPt X, end of year
CashLn 1$3.6M
SavingsLn 2$467
Cash and savings togetherLn 1–2$3.6M
InvestmentsLn 11–13$9.4M
Land, buildings, equipmentLn 10c$3.0M
Other assetsLn 15$15K
Total assetsLn 16$16.2M
LiabilitiesLn 26$6.1M
Net assetsLn 32$10.1M
OperationsPt I, VI
EmployeesI 5194
VolunteersI 675
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$1.0M$3.6M
InvestmentsLn 11–13$7.4M$9.4M
Land, buildings, equipmentLn 10c$2.9M$3.0M
Total assetsLn 16$12.2M$16.2M
LiabilitiesLn 26$5.5M$6.1M
Net assetsLn 32$6.7M$10.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$2.8M$2.8M
Pay of current officers, directors and key staffLn 5$312K$146K$122K$45K
Other salaries and wagesLn 7$4.6M$3.4M$1.0M$157K
Other employee benefitsLn 9$349K$249K$90K$9K
Payroll taxesLn 10$298K$215K$75K$9K
Legal feesLn 11b$48K$48K
Accounting feesLn 11c$20K$20K
Information technologyLn 14$163K$163K
OccupancyLn 16$334K$127K$204K$3K
Depreciation, depletion and amortizationLn 22$341K$320K$17K$3K
InsuranceLn 23$85K$80K$4K$851
Other expenses (24a–d)Ln 24$1.1M$905K$188K$36K
Total functional expensesLn 25$10.4M$8.2M$2.0M$263K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $16.2M$13.2M$3.0M$10.3M 990 PDF
FY2024 $11.1M$13.1M−$2.0M$6.7M 990 PDF
FY2023 $11.4M$13.3M−$1.8M$8.1M 990 PDF
FY2022 $12.4M$11.9M$443K$9.4M 990 PDF
FY2021 Viewing $12.2M$10.4M$1.8M$10.1M 990 PDF
FY2020 $12.0M$10.5M$1.5M$6.7M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (6 parts)
Part I · Summary $12,230,468 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $3,158,471$2,669,990
I-9 Program service revenuePrior year $8,616,392$9,217,841
I-10 Investment incomePrior year $172,486$228,129
I-11 Other revenuePrior year $43,332$114,508
I-12 Total revenuePrior year $11,990,681$12,230,468
I-13 Grants and similar amounts paidPrior year $2,533,639$2,759,035
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $5,958,390$5,510,715
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $2,028,730$2,120,667
I-18 Total expensesPrior year $10,520,759$10,390,417
I-19 Revenue less expensesPrior year $1,469,922$1,840,051
Part VI · Governance 15 of 15 board members independent, no flags
VI-1a Voting members of the governing body15
VI-1b Independent voting members15
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $12,230,468 across 9 lines filed
VIII-1c Fundraising events$39,010
VIII-1e Government grants$1,063,235
VIII-1f All other contributions, gifts and grants$1,567,745
VIII-1h Total contributions, gifts and grants$2,669,990
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $9,217,841$9,217,841
VIII-3 Investment incomeExcluded from tax $228,129$228,129
VIII-8 Net income from fundraising eventsExcluded from tax $104,508$104,508
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $10,000$10,000
VIII-12 Total revenueRelated to mission $9,227,841 · Unrelated business $0 · Excluded from tax $332,637$12,230,468
Part IX · Statement of functional expenses $10,390,417 across 12 lines filed
IX-2 Grants to domestic individualsPrograms $2,759,035$2,759,035
IX-5 Pay of current officers, directors and key staffPrograms $145,506 · Management $122,216 · Fundraising $44,692$312,414
IX-7 Other salaries and wagesPrograms $3,365,094 · Management $1,029,396 · Fundraising $156,606$4,551,096
IX-9 Other employee benefitsPrograms $249,144 · Management $90,361 · Fundraising $9,222$348,727
IX-10 Payroll taxesPrograms $214,904 · Management $74,620 · Fundraising $8,954$298,478
IX-11b Legal feesManagement $48,447$48,447
IX-11c Accounting feesManagement $19,850$19,850
IX-14 Information technologyManagement $162,728$162,728
IX-16 OccupancyPrograms $127,066 · Management $203,974 · Fundraising $3,344$334,384
IX-22 Depreciation, depletion and amortizationPrograms $320,338 · Management $17,039 · Fundraising $3,408$340,785
IX-23 InsurancePrograms $79,983 · Management $4,254 · Fundraising $851$85,088
IX-24 Other expenses (24a–d)Programs $905,105 · Management $187,995 · Fundraising $36,285$1,129,385
IX-25 Total functional expensesPrograms $8,166,175 · Management $1,960,880 · Fundraising $263,362$10,390,417
Part X · Balance sheet $16,233,912 assets, 19 lines filed
X-1 Cash, non-interest-bearingStart of year $1,005,308$3,599,442
X-2 Savings and temporary cash investmentsStart of year $467$467
X-3 Pledges and grants receivableStart of year $641,131$82,063
X-4 Accounts receivableStart of year $41,664$61,400
X-8 Inventories for sale or useStart of year $33,121$33,121
X-9 Prepaid expenses and deferred chargesStart of year $20,434$46,206
X-10c Land, buildings and equipment, netStart of year $2,913,329$3,022,357
X-11 Publicly traded securitiesStart of year $7,015,989$8,755,469
X-12 Other securitiesStart of year $387,007$617,982
X-15 Other assetsStart of year $105,727$15,405
X-16 Total assetsStart of year $12,164,177$16,233,912
X-17 Accounts payable and accrued expensesStart of year $671,609$628,859
X-19 Deferred revenueStart of year $2,553,154$3,577,099
X-25 Other liabilitiesStart of year $1,435,330$1,378,358
X-26 Total liabilitiesStart of year $5,510,093$6,094,316
X-27 Net assets without donor restrictionsStart of year $4,868,143$7,946,666
X-28 Net assets with donor restrictionsStart of year $1,785,941$2,192,930
X-32 Total net assets or fund balancesStart of year $6,654,084$10,139,596
X-33 Total liabilities and net assetsStart of year $12,164,177$16,233,912
Part XI · Reconciliation of net assets $10,139,596 net assets at year end
XI-1 Total revenue$12,230,468
XI-2 Total expenses$10,390,417
XI-3 Revenue less expenses$1,840,051
XI-4 Net assets at start of year$6,654,084
XI-5 Net unrealized gains (losses) on investments$1,645,461
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$10,139,596

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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