Saklan Valley School FY2021 filing

Tax-deductible

Moraga, CA501(c)(3)Since 1978EducationEIN 94-2494910Revenue $3.5M in FY2021

On file with the IRSsaklan.org1678 School St, 94556-1119 · Moraga, CATax-exempt since Mar 1979School — 170(b)(1)(A)(ii)

This page gets seen. Tell your story. Claim this org.

To challenge students to think creatively, act compassionately, and live courageously.

501(c)(3) charity; gifts are tax-deductible.
71¢ of each $1 spent went to programs.
$216K 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

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
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 4
filings with a surplus
Average surplus $403K a year · 10% of revenue · last 4 filings
Looks good: a surplus in 4 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
71%
of spending
Fine: 71% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$216K
to officers and key staff · 8% of spending
Looks good: pay to officers and key staff is 8% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
8 mo
of spending, in cash
Looks good: 7.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
3
named funders · $73K
Looks good: 3 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$2.7M
86% of total assets
Concern: liabilities are 86% of assets; over 80%.
Pt X · Ln 26
Independent board members
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$3.5M
Spent
$2.8M
To programs
71%
Net assets
$423K
By yearFY2021–FY2024
Revenue
$3.5M
FY2021
Tap a bar for its year
Revenue by fiscal year
FY2021$3.5M
FY2022$3.9M
FY2023$4.1M
FY2024$4.7M
FY2024$4.5M
Expenses
$2.8M
FY2021
Tap a bar for its year
Expenses by fiscal year
FY2021$2.8M
FY2022$3.4M
FY2023$4.0M
FY2024$4.3M
FY2024$4.5M
Net assets
$423K
FY2021
Tap a bar for its year
Net assets by fiscal year
FY2021$423K
FY2022$914K
FY2023$1.0M
FY2024$1.4M
FY2024$1.4M

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

Give Claim
You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Mar 1979.

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

Where the money goes

71 cents of each dollar spent went to programs.

Program services 71% · $2.0M Management & general 27% · $773K Fundraising 2% · $64K

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

Something off? The org can add a note here. Claim this org to fix it.

Who runs it and what they're paid

8 people listed on the 990; $216K 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
Head of School
$216,383Pt VII · Sec A
Co-Chair
$0Pt VII · Sec A
$0Pt VII · Sec A
Trustee
$0Pt VII · Sec A
Co-Chair
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Trustee
$0Pt VII · Sec A

David O'Connell’s $282K as Head of School is at the 94th percentile of top reported officer pay among 3395 $1–10M 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 · 2 named individuals · Part VII

NameFY2024FY2024FY2023FY2022FY2021
David O'Connell$282,081$259,072—$232,622$216,383
David O' Connell——$263,541——

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 Saklan Valley School executive salaries →

Are you one of these people? Claim this org to confirm your role

Something off? The org can add a note here. Claim this org to fix it.

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

Inspires students to think creatively, act compassionately, and live courageously.

Questions for Saklan Valley School

Tap to ask. Saklan Valley School sees how many people are interested.

Your first name shows with your question. Saklan Valley School answers here, for everyone.

Provided by the organization

Know this organization? Claim it to add your story

1 program · $2.0M · in their own filed words · FY2020
01

Operate a school for grades Pre K through 8.

$2.0Mprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · funders on record
Grants received · FY2024
See all 3 funders →

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$3.5M
Ln 12
Fees for servicesLn 2g$3.0M
Gifts and grantsLn 1h$496K
Investment incomeLn 3$41
Money outPt IX
$2.8M
Ln 25
Programscol B$2.0M
Managementcol C$773K
Fundraisingcol D$64K
Owns and owesPt X
$423K
net assets · Ln 32
Cash and savingsLn 1–2$1.8M
Total assetsLn 16$3.1M
LiabilitiesLn 26$2.7M
PeoplePt VI, VII
8
listed · VII A
PaidVII A1
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$496K
Government grantsLn 1e$346K
Fees for servicesLn 2g$3.0M
Investment incomeLn 3$41
Total revenueLn 12$3.5M
Assets in detailPt X, end of year
CashLn 1$1.8M
Cash and savings togetherLn 1–2$1.8M
Land, buildings, equipmentLn 10c$1.1M
Total assetsLn 16$3.1M
LiabilitiesLn 26$2.7M
Net assetsLn 32$423K
OperationsPt I, VI
EmployeesI 551
VolunteersI 650
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$948K$1.8M
Land, buildings, equipmentLn 10c$1.2M$1.1M
Total assetsLn 16$2.3M$3.1M
LiabilitiesLn 26$2.5M$2.7M
Net assetsLn 32−$222K$423K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$233K$0$233K$0
Other salaries and wagesLn 7$1.6M$1.3M$209K$47K
Pension plan contributionsLn 8$61K$44K$15K$2K
Other employee benefitsLn 9$143K$103K$36K$4K
Payroll taxesLn 10$143K$103K$36K$4K
Accounting feesLn 11c$105K$0$105K$0
Other fees for servicesLn 11g$80K$54K$24K$2K
Advertising and promotionLn 12$23K$0$23K$0
Office expensesLn 13$100K$73K$26K$1K
OccupancyLn 16$156K$112K$39K$4K
TravelLn 17$12K$12K$0$0
InterestLn 20$28K$0$28K$0
Depreciation, depletion and amortizationLn 22$44K$44K$0$0
InsuranceLn 23$62K$62K$0$0
Other expenses (24a–d)Ln 24$73K$73K$0$0
Total functional expensesLn 25$2.8M$2.0M$773K$64K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $4.7M$4.3M$360K$1.4M 990 PDF
FY2023 $4.1M$4.0M$118K$1.0M 990 PDF
FY2022 $3.9M$3.4M$492K$914K 990 PDF
FY2021 Viewing $3.5M$2.8M$644K$423K 990 PDF

Want to add your own materials alongside these filings? Claim this org

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 $3,489,053 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $171,767$495,777
I-9 Program service revenuePrior year $2,645,342$2,993,235
I-10 Investment incomePrior year $5$41
I-11 Other revenue$0
I-12 Total revenuePrior year $2,817,114$3,489,053
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $2,069,212$2,162,932
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $713,684$681,905
I-18 Total expensesPrior year $2,782,896$2,844,837
I-19 Revenue less expensesPrior year $34,218$644,216
Part VI · Governance 7 of 7 board members independent, no flags
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
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 $3,489,053 across 6 lines filed
VIII-1e Government grants$346,500
VIII-1f All other contributions, gifts and grants$149,277
VIII-1h Total contributions, gifts and grants$495,777
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Unrelated business $0 · Excluded from tax $0$2,993,235
VIII-3 Investment incomeUnrelated business $0 · Excluded from tax $41$41
VIII-12 Total revenueRelated to mission $2,993,235 · Unrelated business $0 · Excluded from tax $41$3,489,053
Part IX · Statement of functional expenses $2,844,837 across 15 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $0 · Management $232,588 · Fundraising $0$232,588
IX-7 Other salaries and wagesPrograms $1,327,645 · Management $209,196 · Fundraising $47,277$1,584,118
IX-8 Pension plan contributionsPrograms $43,791 · Management $15,217 · Fundraising $1,628$60,636
IX-9 Other employee benefitsPrograms $103,004 · Management $35,794 · Fundraising $3,830$142,628
IX-10 Payroll taxesPrograms $103,245 · Management $35,878 · Fundraising $3,839$142,962
IX-11c Accounting feesPrograms $0 · Management $104,622 · Fundraising $0$104,622
IX-11g Other fees for servicesPrograms $53,888 · Management $23,755 · Fundraising $2,004$79,647
IX-12 Advertising and promotionPrograms $0 · Management $23,087 · Fundraising $0$23,087
IX-13 Office expensesPrograms $72,661 · Management $25,981 · Fundraising $1,337$99,979
IX-16 OccupancyPrograms $112,377 · Management $39,051 · Fundraising $4,179$155,607
IX-17 TravelPrograms $11,855 · Management $0 · Fundraising $0$11,855
IX-20 InterestPrograms $0 · Management $28,087 · Fundraising $0$28,087
IX-22 Depreciation, depletion and amortizationPrograms $44,330 · Management $0 · Fundraising $0$44,330
IX-23 InsurancePrograms $61,799 · Management $0 · Fundraising $0$61,799
IX-24 Other expenses (24a–d)Programs $72,892 · Management $0 · Fundraising $0$72,892
IX-25 Total functional expensesPrograms $2,007,487 · Management $773,256 · Fundraising $64,094$2,844,837
Part X · Balance sheet $3,106,579 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $947,903$1,841,194
X-4 Accounts receivableStart of year $178,566$103,029
X-9 Prepaid expenses and deferred chargesStart of year $25,978$31,484
X-10c Land, buildings and equipment, netStart of year $1,171,330$1,130,872
X-16 Total assetsStart of year $2,327,649$3,106,579
X-17 Accounts payable and accrued expensesStart of year $154,325$140,483
X-19 Deferred revenueStart of year $1,303,605$2,059,946
X-26 Total liabilitiesStart of year $2,549,398$2,684,036
X-27 Net assets without donor restrictionsStart of year −$248,883$389,068
X-28 Net assets with donor restrictionsStart of year $27,134$33,475
X-32 Total net assets or fund balancesStart of year −$221,749$422,543
X-33 Total liabilities and net assetsStart of year $2,327,649$3,106,579
Part XI · Reconciliation of net assets $422,543 net assets at year end
XI-1 Total revenue$3,489,053
XI-2 Total expenses$2,844,837
XI-3 Revenue less expenses$644,216
XI-4 Net assets at start of year−$221,749
XI-8 Prior period adjustments$121
XI-9 Other changes in net assets−$45
XI-10 Net assets at end of year$422,543

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

Similar organizations you could support · Compare with another nonprofit

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.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.