Santa Catalina School: Nonprofit Profile, Financials & Form 990 (EIN 94-1156652)

Revenue by fiscal year
FY2020	$23.3M
FY2021	$18.8M
FY2022	$26.0M
FY2023	$25.3M
FY2024	$25.4M
FY2025	$31.3M

Expenses by fiscal year
FY2020	$21.2M
FY2021	$20.1M
FY2022	$22.9M
FY2023	$25.1M
FY2024	$30.0M
FY2025	$28.3M

Net assets by fiscal year
FY2020	$94.9M
FY2021	$105.9M
FY2022	$101.0M
FY2023	$105.4M
FY2024	$105.7M
FY2025	$113.4M

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in May 1955.

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

Where the money goes

77 cents of each dollar spent went to programs.

77%

19%

Program services 77% · $21.9M Management & general 19% · $5.5M Fundraising 3% · $930K

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

Something off? Claim to add context

Who runs it and what they're paid

33 people listed on the 990; $1.6M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII

Dr Barbara Ostos

Head of School

$300,659Pt VII · Sec A

John Aime

Assistant Head of School

$204,458Pt VII · Sec A

Julie Lenherr Edson

Head of Upper School

$181,501Pt VII · Sec A

Ronald a Kellermann

Business Manager

$168,958Pt VII · Sec A

Jamie Buffington Browne

Director of Upper School Admission

$161,867Pt VII · Sec A

Gretchen Mueller Burke

Director of Development

$130,937Pt VII · Sec A

Kendra Klein

Director of Athletics

$122,124Pt VII · Sec A

Fred White IV

Director of College Counseling

$119,584Pt VII · Sec A

Dr Barbara Ostos’s $301K as Head of School is at the 65th 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

Name	FY2025	FY2024	FY2023	FY2022	FY2021	FY2020
Dr Barbara Ostos	$300,659	$294,273	$169,622	—	—	—
Margaret K Bradley	—	—	$181,900	$291,765	$258,830	—
Ms Margaret Bradley	—	—	—	—	—	$258,927
John Aime	$204,458	$198,100	$187,250	$180,091	$178,291	$176,542
Julie Lenherr Edson	$181,501	$135,302	$124,219	$163,884	$162,069	—
John Murphy	—	—	$140,600	$170,190	$174,687	—
Christy Pollaci	—	$171,145	$162,273	$155,884	—	—
Ronald a Kellermann	$168,958	—	—	—	—	$131,875

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.

See Santa Catalina School executive salaries →

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

Programs and updates

Educates pre-K through 12th grade students in co-ed and all-girls programs.

Questions for Santa Catalina School

Tap to ask. Santa Catalina School sees how many people are interested.

Your first name shows with your question. Santa Catalina School answers here, for everyone.

2 programs · $21.9M · in their own filed words · FY2024

01

The organization's main activities are the operation of both santa catalina lower and middle school and santa catalina school. Santa catalina lower and middle school is monterey's preeminent co-ed day school for students in pre-kindergarten - grade 8.

$21.1Mprogram expense

02

The organization operates summer at catalina, which is a sleepaway & day camp in monterey for girls ages 8 - 14. All campers participate in exciting classes, community building, and fun-filled camp activities.

$805Kprogram 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

Donor Advised Charitable Giving INCFY2024$439K

Nancy Eccles and Homer M Hayward Family FoundationFY2024$305K

Ramsay Family FoundationFY2024$280K

Jean Perkins FoundationFY2024$100K

Fidelity Investments Charitable Gift FundFY2024$80K

Manitou FundFY2024$50K

National Philanthropic TrustFY2024$46K

Vanguard Charitable Endowment ProgramFY2024$36K

Total grants receivedfrom 36 funders$1.6M

See all 36 funders →

Grants paid · 5 grants · $18.8M · 2020–2024

Unitemized GrantFY2024$4,430,997

Unitemized GrantFY2023$3,600,327

Unitemized GrantFY2022$3,413,682

Unitemized GrantFY2021$3,675,038

Unitemized GrantFY2020$3,713,236

By the numbers

The FY2025 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$31.3M

Ln 12

Fees for servicesLn 2g$22.3M

Gifts and grantsLn 1h$6.2M

Investment incomeLn 3$2.6M

Money outPt IX

$28.3M

Ln 25

Programscol B$21.9M

Managementcol C$5.5M

Fundraisingcol D$930K

Owns and owesPt X

$113.4M

net assets · Ln 32

Cash and savingsLn 1–2$18.1M

Total assetsLn 16$127.6M

LiabilitiesLn 26$14.2M

PeoplePt VI, VII

33

listed · VII A

PaidVII A10

Voting boardVI 1a23

IndependentVI 1b23

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$6.2M

Government grantsLn 1e$2.1M

Noncash giftsLn 1g$632K

Fees for servicesLn 2g$22.3M

Investment incomeLn 3$2.6M

Other incomeLn 4–11$159K

Gains on assetsLn 7$1.5M

Total revenueLn 12$31.3M

Assets in detailPt X, end of year

CashLn 1$3.1M

SavingsLn 2$15.0M

Cash and savings togetherLn 1–2$18.1M

InvestmentsLn 11–13$60.7M

Land, buildings, equipmentLn 10c$41.5M

Other assetsLn 15$0

Total assetsLn 16$127.6M

LiabilitiesLn 26$14.2M

Net assetsLn 32$113.4M

OperationsPt I, VI

EmployeesI 5274

VolunteersI 6103

Fiscal year endsHeaderJune

Conflict-of-interest policyVI 12aYes

Whistleblower policyVI 13Yes

Records policyVI 14Yes

3More from this return

Abroad and in kindSch F, M

Noncash gifts receivedSch M Pt I$632K

EndowmentSch D · Pt V

Line	FY25	FY24	FY23	FY22	FY21
End of yearLn 1g	$61.5M	$57.8M	$52.5M	$48.6M	$57.0M
Given inLn 1b	$815K	$2.4M	$1.4M	$502K	$1.9M
SpentLn 1d–1f	$2.1M	$2.0M	$1.9M	$1.5M	$1.5M

4Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY25	End FY25
Cash and savingsLn 1–2	$14.8M	$18.1M
InvestmentsLn 11–13	$54.5M	$60.7M
Land, buildings, equipmentLn 10c	$42.5M	$41.5M
Total assetsLn 16	$119.0M	$127.6M
LiabilitiesLn 26	$13.3M	$14.2M
Net assetsLn 32	$105.7M	$113.4M

5Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic individualsLn 2	$4.4M	$4.4M
Pay of current officers, directors and key staffLn 5	$1.3M	$674K	$658K
Other salaries and wagesLn 7	$9.9M	$7.0M	$2.4M	$503K
Pension plan contributionsLn 8	$629K	$427K	$177K	$24K
Other employee benefitsLn 9	$2.1M	$1.7M	$296K	$75K
Payroll taxesLn 10	$804K	$538K	$229K	$37K
Legal feesLn 11b	$85K		$85K
Accounting feesLn 11c	$93K		$93K
Professional fundraising feesLn 11e	$360			$360
Investment management feesLn 11f	$292K		$292K
Other fees for servicesLn 11g	$56K		$56K
Advertising and promotionLn 12	$322K	$19K	$258K	$45K
Office expensesLn 13	$235K	$70K	$149K	$17K
Information technologyLn 14	$427K	$396K	$26K	$5K
OccupancyLn 16	$934K	$934K
TravelLn 17	$58K	$26K	$30K	$1K
Conferences, conventions and meetingsLn 19	$5K		$3K	$2K
InterestLn 20	$44K		$44K
Depreciation, depletion and amortizationLn 22	$1.9M	$1.9M	$56K	$7K
InsuranceLn 23	$75K	$34K	$42K
Other expenses (24a–d)Ln 24	$3.3M	$3.1M	$163K
All other expensesLn 24e	$1.3M	$625K	$415K	$213K
Total functional expensesLn 25	$28.3M	$21.9M	$5.5M	$930K

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 Latest ViewingFiled with the IRS May 4, 2026	$31.3M	$28.3M	$3.0M	$113.4M	990 PDF
FY2024Filed with the IRS May 5, 2025	$25.4M	$30.0M	−$4.6M	$105.7M	990 PDF
FY2023Filed with the IRS May 15, 2024	$25.3M	$25.1M	$151K	$105.4M	990 PDF
FY2022Filed with the IRS May 11, 2023	$26.0M	$22.9M	$3.1M	$101.0M	990 PDF
FY2021Filed with the IRS May 16, 2022	$18.8M	$20.1M	−$1.3M	$105.9M	990 PDF
FY2020Filed with the IRS Feb 4, 2021	$23.3M	$21.2M	$2.1M	$94.9M	990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support M · Noncash J · Pay O · Explanations

See the full FY2025 990 (6 parts)

Part I · Summary $31,306,152 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $4,212,788$6,222,239

I-9 Program service revenuePrior year $19,667,063$22,314,234

I-10 Investment incomePrior year $1,366,608$2,610,403

I-11 Other revenuePrior year $185,288$159,276

I-12 Total revenuePrior year $25,431,747$31,306,152

I-13 Grants and similar amounts paidPrior year $3,600,327$4,430,997

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $14,873,295$14,805,894

I-16a Professional fundraising feesPrior year $0$360

I-17 Other expensesPrior year $11,544,446$9,080,050

I-18 Total expensesPrior year $30,018,068$28,317,301

I-19 Revenue less expensesPrior year −$4,586,321$2,988,851

Part VI · Governance 23 of 23 board members independent, no flags

VI-1a Voting members of the governing body23

VI-1b Independent voting members23

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 $31,306,152 across 9 lines filed

Lines not itemized here account for $142,201 of total revenue; see the IRS return.

VIII-1e Government grants$2,102,698

VIII-1f All other contributions, gifts and grants$4,119,541

VIII-1g Noncash contributions (included above)$631,562

VIII-1h Total contributions, gifts and grants$6,222,239

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $22,229,622$22,229,622

VIII-3 Investment incomeUnrelated business −$19,462 · Excluded from tax $1,154,958$1,135,496

VIII-6 Net rental income or lossExcluded from tax $101,687$101,687

VIII-7 Net gain or loss on sales of assetsUnrelated business $10,214 · Excluded from tax $1,464,693$1,474,907

VIII-12 Total revenueRelated to mission $22,371,823 · Unrelated business −$9,248 · Excluded from tax $2,721,338$31,306,152

Part IX · Statement of functional expenses $28,317,301 across 22 lines filed

IX-2 Grants to domestic individualsPrograms $4,430,997$4,430,997

IX-5 Pay of current officers, directors and key staffPrograms $674,006 · Management $658,277$1,332,283

IX-7 Other salaries and wagesPrograms $7,000,493 · Management $2,417,924 · Fundraising $503,460$9,921,877

IX-8 Pension plan contributionsPrograms $427,414 · Management $177,478 · Fundraising $23,630$628,522

IX-9 Other employee benefitsPrograms $1,748,688 · Management $295,534 · Fundraising $75,349$2,119,571

IX-10 Payroll taxesPrograms $538,284 · Management $228,795 · Fundraising $36,562$803,641

IX-11b Legal feesManagement $84,655$84,655

IX-11c Accounting feesManagement $93,345$93,345

IX-11e Professional fundraising feesFundraising $360$360

IX-11f Investment management feesManagement $292,017$292,017

IX-11g Other fees for servicesManagement $56,143$56,143

IX-12 Advertising and promotionPrograms $18,718 · Management $258,316 · Fundraising $45,151$322,185

IX-13 Office expensesPrograms $69,788 · Management $148,904 · Fundraising $16,568$235,260

IX-14 Information technologyPrograms $396,398 · Management $25,672 · Fundraising $5,389$427,459

IX-16 OccupancyPrograms $933,698$933,698

IX-17 TravelPrograms $26,009 · Management $30,459 · Fundraising $1,336$57,804

IX-19 Conferences, conventions and meetingsManagement $2,994 · Fundraising $2,077$5,071

IX-20 InterestManagement $44,119$44,119

IX-22 Depreciation, depletion and amortizationPrograms $1,881,346 · Management $56,467 · Fundraising $6,682$1,944,495

IX-23 InsurancePrograms $33,883 · Management $41,560$75,443

IX-24 Other expenses (24a–d)Programs $3,093,168 · Management $162,650$3,255,818

IX-24e All other expensesPrograms $624,604 · Management $414,572 · Fundraising $213,362$1,252,538

IX-25 Total functional expensesPrograms $21,897,494 · Management $5,489,881 · Fundraising $929,926$28,317,301

Part X · Balance sheet $127,642,337 assets, 19 lines filed

X-1 Cash, non-interest-bearingStart of year $5,674,137$3,134,075

X-2 Savings and temporary cash investmentsStart of year $9,105,965$14,954,026

X-3 Pledges and grants receivableStart of year $2,560,236$1,889,767

X-4 Accounts receivableStart of year $4,103,704$4,859,614

X-8 Inventories for sale or useStart of year $90,200$83,539

X-9 Prepaid expenses and deferred chargesStart of year $485,346$475,937

X-10c Land, buildings and equipment, netStart of year $42,453,872$41,535,512

X-11 Publicly traded securitiesStart of year $23,170,785$26,022,945

X-12 Other securitiesStart of year $31,341,496$34,686,922

X-13 Program-related investmentsStart of year $13,750$0

X-15 Other assetsStart of year $2,356$0

X-16 Total assetsStart of year $119,001,847$127,642,337

X-17 Accounts payable and accrued expensesStart of year $1,192,355$1,759,858

X-19 Deferred revenueStart of year $12,010,788$12,436,587

X-26 Total liabilitiesStart of year $13,343,942$14,236,220

X-27 Net assets without donor restrictionsStart of year $48,726,726$53,002,255

X-28 Net assets with donor restrictionsStart of year $56,931,179$60,403,862

X-32 Total net assets or fund balancesStart of year $105,657,905$113,406,117

X-33 Total liabilities and net assetsStart of year $119,001,847$127,642,337

Part XI · Reconciliation of net assets $113,406,117 net assets at year end

XI-1 Total revenue$31,306,152

XI-2 Total expenses$28,317,301

XI-3 Revenue less expenses$2,988,851

XI-4 Net assets at start of year$105,657,905

XI-5 Net unrealized gains (losses) on investments$4,759,361

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$113,406,117

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.