Pacific Ridge School FY2020 filing

Tax-deductible

Carlsbad, CA501(c)(3)Since 2003EducationEIN 86-1061606Revenue $27.3M in FY2020

On file with the IRSpacificridge.org6269 El Fuerte St, 92009-3094 · Carlsbad, CATax-exempt since Feb 2004Publicly supported charity — 170(b)(1)(A)(vi)

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Prepare 6th through 12th grade students for a purposeful life through academic excellence and... Prepare 6th through 12th grade students for a purposeful life through academic excellence and global engagement.

501(c)(3) charity; gifts are tax-deductible.
93¢ of each $1 spent went to programs.
$1.3M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · 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
5 of 6
filings with a surplus
Average surplus $2.3M a year · 7% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
93%
of spending
Looks good: 93% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.3M
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
9 mo
of spending, in cash
Looks good: 9.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
17
named funders · $1.5M
Looks good: 17 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$47.7M
63% of total assets
Fine: liabilities are 63% of assets; 50% to 65%.
Pt X · Ln 26
Independent board members
14
of 20 voting members
Looks good: 14 of 20 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$27.3M
Spent
$23.4M
To programs
93%
Net assets
$27.6M
By yearFY2020–FY2025
Revenue
$27.3M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$27.3M
FY2021$26.2M
FY2022$32.7M
FY2023$31.2M
FY2024$34.3M
FY2025$34.7M
Expenses
$23.4M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$23.4M
FY2021$26.4M
FY2022$28.1M
FY2023$29.9M
FY2024$31.8M
FY2025$33.1M
Net assets
$27.6M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$27.6M
FY2021$27.5M
FY2022$31.9M
FY2023$33.5M
FY2024$36.1M
FY2025$38.7M

From the FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 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 Feb 2004.

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

Where the money goes

93 cents of each dollar spent went to programs.

Program services 93% · $21.8M Management & general 3% · $767K Fundraising 4% · $818K

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

28 people listed on the 990; $1.3M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Head of School
$346,254Pt VII · Sec A
Director of Philanthropy
$164,848Pt VII · Sec A
Past CFO/COO
$144,775Pt VII · Sec A
Dir of College Guidance
$143,994Pt VII · Sec A
Dean of Faculty
$138,838Pt VII · Sec A
Director of IT
$133,523Pt VII · Sec A
Head of Upper School
$126,468Pt VII · Sec A
$114,324Pt VII · Sec A

Robert Ogle’s $499K as Head of School is at the 89th 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
Robert Ogle$499,344$460,904$434,269$389,241$360,664$346,254
Stephanie Holly$306,539$266,385$233,479$229,644$225,275$114,324
John Comforto$195,493$180,992$148,452———
Bray Peyton—$192,072————
William Maynard$192,021$181,673$173,289$150,066$139,604$133,523
Rachel Petrella$187,251—$152,279$149,198$147,050$143,994
Lauren Shanahan——$175,591———
Laura Dicovitsky———$141,667$166,399$164,848

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 II14 listed

Programs and updates

Prepares middle and high school students for purposeful lives through academics and global engagement.

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Provided by the organization

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1 program · $21.8M · in their own filed words · FY2019
01

In the 2019-2020 academic year, pacific ridge school increased enrollment to 619 students in grades 7-12 from 616 students in the 2018-2019 academic year. School leadership recognizes the value to students of combining first-rate classroom academics with service learning and global travel opportunities, the arts, sciences, and athletic…

$21.8Mprogram 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 17 funders →
Grants paid · 11 grants · $27.1M · 2019–2024
Unitemized GrantFY2024$4,920,743
Unitemized GrantFY2024$307,397
Unitemized GrantFY2023$4,776,250
Unitemized GrantFY2023$237,739
Unitemized GrantFY2022$4,258,690
Unitemized GrantFY2022$199,603
Unitemized GrantFY2021$4,014,773
Unitemized GrantFY2021$206,055
Unitemized GrantFY2020$4,285,431
Unitemized GrantFY2020$122,341
Unitemized GrantFY2019$3,818,567

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$27.3M
Ln 12
Fees for servicesLn 2g$20.4M
Gifts and grantsLn 1h$6.7M
Investment incomeLn 3$107K
Money outPt IX
$23.4M
Ln 25
Programscol B$21.8M
Managementcol C$767K
Fundraisingcol D$818K
Owns and owesPt X
$27.6M
net assets · Ln 32
Cash and savingsLn 1–2$17.8M
Total assetsLn 16$75.3M
LiabilitiesLn 26$47.7M
PeoplePt VI, VII
28
listed · VII A
PaidVII A8
Voting boardVI 1a20
IndependentVI 1b14
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$6.7M
Government grantsLn 1e$2.1M
Noncash giftsLn 1g$394K
Fees for servicesLn 2g$20.4M
Investment incomeLn 3$107K
Other incomeLn 4–11$106K
Gains on assetsLn 7$875
Total revenueLn 12$27.3M
Assets in detailPt X, end of year
CashLn 1$984K
SavingsLn 2$16.8M
Cash and savings togetherLn 1–2$17.8M
Land, buildings, equipmentLn 10c$48.4M
Total assetsLn 16$75.3M
LiabilitiesLn 26$47.7M
Net assetsLn 32$27.6M
OperationsPt I, VI
EmployeesI 5236
VolunteersI 680
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 FY20End FY20
Cash and savingsLn 1–2$14.7M$17.8M
Land, buildings, equipmentLn 10c$47.6M$48.4M
Total assetsLn 16$69.9M$75.3M
LiabilitiesLn 26$46.2M$47.7M
Net assetsLn 32$23.6M$27.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$3.8M$3.8M
Pay of current officers, directors and key staffLn 5$574K$292K$211K$72K
Other salaries and wagesLn 7$9.7M$9.0M$288K$445K
Pension plan contributionsLn 8$515K$466K$24K$25K
Other employee benefitsLn 9$982K$902K$27K$53K
Payroll taxesLn 10$771K$701K$35K$34K
Legal feesLn 11b$28K$8K$20K$296
Accounting feesLn 11c$45K$45K
Advertising and promotionLn 12$322K$174K$148K
Office expensesLn 13$255K$247K$5K$3K
Information technologyLn 14$181K$178K$1K$2K
OccupancyLn 16$752K$731K$16K$4K
TravelLn 17$2K$1K$473$389
Conferences, conventions and meetingsLn 19$127K$100K$21K$5K
InterestLn 20$1.0M$983K$21K$5K
Depreciation, depletion and amortizationLn 22$2.4M$2.3M$43K$12K
InsuranceLn 23$201K$193K$5K$3K
Other expenses (24a–d)Ln 24$1.5M$1.5M
All other expensesLn 24e$182K$170K$5K$7K
Total functional expensesLn 25$23.4M$21.8M$767K$818K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $34.7M$33.1M$1.6M$38.7M 990 PDF
FY2024 $34.3M$31.8M$2.4M$36.1M 990 PDF
FY2023 $31.2M$29.9M$1.3M$33.5M 990 PDF
FY2022 $32.7M$28.1M$4.6M$31.9M 990 PDF
FY2021 $26.2M$26.4M−$149K$27.5M 990 PDF
FY2020 Viewing $27.3M$23.4M$4.0M$27.6M 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 FY2020 990 (6 parts)
Part I · Summary $27,327,048 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $3,107,098$6,747,778
I-9 Program service revenuePrior year $21,246,606$20,366,760
I-10 Investment incomePrior year $98,867$106,665
I-11 Other revenuePrior year $105,130$105,845
I-12 Total revenuePrior year $24,557,701$27,327,048
I-13 Grants and similar amounts paidPrior year $3,601,214$3,818,567
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $11,865,396$12,569,948
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $9,221,928$6,975,050
I-18 Total expensesPrior year $24,688,538$23,363,565
I-19 Revenue less expensesPrior year −$130,837$3,963,483
Part VI · Governance 14 of 20 board members independent, no flags
VI-1a Voting members of the governing body20
VI-1b Independent voting members14
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 $27,327,048 across 10 lines filed
VIII-1e Government grants$2,138,752
VIII-1f All other contributions, gifts and grants$4,609,026
VIII-1g Noncash contributions (included above)$393,962
VIII-1h Total contributions, gifts and grants$6,747,778
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $20,366,760$20,366,760
VIII-3 Investment incomeExcluded from tax $105,790$105,790
VIII-6 Net rental income or lossExcluded from tax $25,331$25,331
VIII-7 Net gain or loss on sales of assetsExcluded from tax $875$875
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $80,514$80,514
VIII-12 Total revenueRelated to mission $20,366,760 · Unrelated business $0 · Excluded from tax $212,510$27,327,048
Part IX · Statement of functional expenses $23,363,565 across 19 lines filed
IX-2 Grants to domestic individualsPrograms $3,818,567$3,818,567
IX-5 Pay of current officers, directors and key staffPrograms $291,507 · Management $210,585 · Fundraising $71,853$573,945
IX-7 Other salaries and wagesPrograms $8,996,590 · Management $287,726 · Fundraising $444,873$9,729,189
IX-8 Pension plan contributionsPrograms $465,510 · Management $23,893 · Fundraising $25,166$514,569
IX-9 Other employee benefitsPrograms $902,345 · Management $26,521 · Fundraising $52,833$981,699
IX-10 Payroll taxesPrograms $701,028 · Management $35,044 · Fundraising $34,474$770,546
IX-11b Legal feesPrograms $7,506 · Management $20,162 · Fundraising $296$27,964
IX-11c Accounting feesManagement $45,075$45,075
IX-12 Advertising and promotionPrograms $173,859 · Fundraising $147,744$321,603
IX-13 Office expensesPrograms $246,622 · Management $5,232 · Fundraising $3,068$254,922
IX-14 Information technologyPrograms $178,112 · Management $1,370 · Fundraising $1,523$181,005
IX-16 OccupancyPrograms $731,468 · Management $16,265 · Fundraising $3,780$751,513
IX-17 TravelPrograms $1,430 · Management $473 · Fundraising $389$2,292
IX-19 Conferences, conventions and meetingsPrograms $100,434 · Management $20,933 · Fundraising $5,469$126,836
IX-20 InterestPrograms $982,833 · Management $20,993 · Fundraising $5,401$1,009,227
IX-22 Depreciation, depletion and amortizationPrograms $2,313,482 · Management $43,432 · Fundraising $11,671$2,368,585
IX-23 InsurancePrograms $192,754 · Management $5,091 · Fundraising $3,011$200,856
IX-24 Other expenses (24a–d)Programs $1,503,369$1,503,369
IX-24e All other expensesPrograms $170,285 · Management $4,652 · Fundraising $6,866$181,803
IX-25 Total functional expensesPrograms $21,777,701 · Management $767,447 · Fundraising $818,417$23,363,565
Part X · Balance sheet $75,290,152 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $486,400$983,692
X-2 Savings and temporary cash investmentsStart of year $14,173,484$16,801,854
X-3 Pledges and grants receivableStart of year $2,720,169$3,555,120
X-4 Accounts receivableStart of year $4,596,967$5,230,574
X-9 Prepaid expenses and deferred chargesStart of year $305,498$275,388
X-10c Land, buildings and equipment, netStart of year $47,574,662$48,443,524
X-16 Total assetsStart of year $69,857,180$75,290,152
X-17 Accounts payable and accrued expensesStart of year $1,740,540$2,478,277
X-19 Deferred revenueStart of year $16,174,217$17,397,884
X-20 Tax-exempt bond liabilitiesStart of year $22,141,470$21,559,968
X-26 Total liabilitiesStart of year $46,223,227$47,687,019
X-27 Net assets without donor restrictionsStart of year $16,419,813$19,682,033
X-28 Net assets with donor restrictionsStart of year $7,214,140$7,921,100
X-32 Total net assets or fund balancesStart of year $23,633,953$27,603,133
X-33 Total liabilities and net assetsStart of year $69,857,180$75,290,152
Part XI · Reconciliation of net assets $27,603,133 net assets at year end
XI-1 Total revenue$27,327,048
XI-2 Total expenses$23,363,565
XI-3 Revenue less expenses$3,963,483
XI-4 Net assets at start of year$23,633,953
XI-5 Net unrealized gains (losses) on investments$5,697
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$27,603,133

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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