Saklan Valley School FY2023 filing

Tax-deductible

Moraga, CA501(c)(3)Since 1978EducationEIN 94-2494910Revenue $4.1M in FY2023

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

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

501(c)(3) charity; gifts are tax-deductible.
74¢ of each $1 spent went to programs.
$264K 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

FY2023 · 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 5
filings with a surplus
Average surplus $324K a year · 8% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
74%
of spending
Fine: 74% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$264K
to officers and key staff · 7% of spending
Looks good: pay to officers and key staff is 7% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
7 mo
of spending, in cash
Looks good: 6.9 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
$2.6M
72% of total assets
Worth a look: liabilities are 72% of assets; over 65%.
Pt X · Ln 26
Independent board members
9
of 9 voting members
Looks good: 9 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$4.1M
+5% vs prior year
Spent
$4.0M
To programs
74%
Net assets
$1.0M
By yearFY2021–FY2025
Revenue
$4.1M
FY2023▲ +5%
Tap a bar for its year
Revenue by fiscal year
FY2021$3.5M
FY2022$3.9M
FY2023$4.1M
FY2024$4.7M
FY2025$4.5M
Expenses
$4.0M
FY2023▲ +16%
Tap a bar for its year
Expenses by fiscal year
FY2021$2.8M
FY2022$3.4M
FY2023$4.0M
FY2024$4.3M
FY2025$4.5M
Net assets
$1.0M
FY2023▲ +13%
Tap a bar for its year
Net assets by fiscal year
FY2021$423K
FY2022$914K
FY2023$1.0M
FY2024$1.4M
FY2025$1.4M

From the FY2023 Form 990 (year ending June 2023) · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 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 Mar 1979.

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

Where the money goes

74 cents of each dollar spent went to programs.

Program services 74% · $2.9M Management & general 24% · $936K Fundraising 2% · $96K

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

10 people listed on the 990; $264K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
Head of School
$263,541Pt VII · Sec A
Co-Chair
$0Pt VII · Sec A
Co-Chair
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Trustee
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$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

NameFY2025FY2024FY2023FY2022FY2021
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 →

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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

Programs and updates

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

Questions for Saklan Valley School

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Provided by the organization

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1 program · $2.9M · in their own filed words · FY2022
01

Operate a school for grades Pre K through 8.

$2.9Mprogram 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 FY2023 990, line by line.

1The main four
Money inPt VIII
$4.1M
Ln 12
Fees for servicesLn 2g$3.8M
Gifts and grantsLn 1h$170K
Other incomeLn 4–11$51K
Money outPt IX
$4.0M
Ln 25
Programscol B$2.9M
Managementcol C$936K
Fundraisingcol D$96K
Owns and owesPt X
$1.0M
net assets · Ln 32
Cash and savingsLn 1–2$2.3M
Total assetsLn 16$3.7M
LiabilitiesLn 26$2.6M
PeoplePt VI, VII
10
listed · VII A
PaidVII A1
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$170K
Fees for servicesLn 2g$3.8M
Investment incomeLn 3$9K
Other incomeLn 4–11$51K
Gains on assetsLn 7$0
Total revenueLn 12$4.1M
Assets in detailPt X, end of year
CashLn 1$492K
SavingsLn 2$1.8M
Cash and savings togetherLn 1–2$2.3M
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$1.2M
Other assetsLn 15$0
Total assetsLn 16$3.7M
LiabilitiesLn 26$2.6M
Net assetsLn 32$1.0M
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 FY23End FY23
Cash and savingsLn 1–2$2.6M$2.3M
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$1.1M$1.2M
Total assetsLn 16$3.8M$3.7M
LiabilitiesLn 26$2.9M$2.6M
Net assetsLn 32$914K$1.0M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$289K$215K$66K$8K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$2.2M$1.7M$515K$63K
Pension plan contributionsLn 8$48K$37K$10K$1K
Other employee benefitsLn 9$180K$138K$36K$5K
Payroll taxesLn 10$181K$139K$37K$5K
Management feesLn 11a$0
Legal feesLn 11b$3K$3K
Accounting feesLn 11c$112K$112K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$148K$116K$28K$4K
Advertising and promotionLn 12$27K$27K
Office expensesLn 13$165K$121K$40K$4K
Information technologyLn 14$10K$10K
RoyaltiesLn 15$0
OccupancyLn 16$131K$99K$29K$4K
TravelLn 17$195K$195K
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$20K$20K
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$46K$46K
InsuranceLn 23$75K$57K$15K$2K
Other expenses (24a–d)Ln 24$80K$80K
All other expensesLn 24e$0
Total functional expensesLn 25$4.0M$2.9M$936K$96K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $4.5M$4.5M$8K$1.4M 990 PDF
FY2024 $4.7M$4.3M$360K$1.4M 990 PDF
FY2023 Viewing $4.1M$4.0M$118K$1.0M 990 PDF
FY2022 $3.9M$3.4M$492K$914K 990 PDF
FY2021 $3.5M$2.8M$644K$423K 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 FY2023 990 (6 parts)
Part I · Summary $4,070,664 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $299,189$169,811
I-9 Program service revenuePrior year $3,592,522$3,840,930
I-10 Investment incomePrior year $271$9,005
I-11 Other revenue$50,918
I-12 Total revenuePrior year $3,891,982$4,070,664
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $2,505,571$2,941,682
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $894,812$1,010,660
I-18 Total expensesPrior year $3,400,383$3,952,342
I-19 Revenue less expensesPrior year $491,599$118,322
Part VI · Governance 9 of 9 board members independent, no flags
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
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 $4,070,664 across 9 lines filed
VIII-1f All other contributions, gifts and grants$169,811
VIII-1h Total contributions, gifts and grants$169,811
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $3,840,930$3,840,930
VIII-3 Investment incomeExcluded from tax $9,005$9,005
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising eventsExcluded from tax $50,918$50,918
VIII-12 Total revenueRelated to mission $3,840,930 · Excluded from tax $59,923$4,070,664
Part IX · Statement of functional expenses $3,952,342 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $215,459 · Management $65,749 · Fundraising $8,109$289,317
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $1,665,870 · Management $514,651 · Fundraising $62,591$2,243,112
IX-8 Pension plan contributionsPrograms $36,822 · Management $9,717 · Fundraising $1,412$47,951
IX-9 Other employee benefitsPrograms $138,273 · Management $36,488 · Fundraising $5,301$180,062
IX-10 Payroll taxesPrograms $139,177 · Management $36,727 · Fundraising $5,336$181,240
IX-11a Management fees$0
IX-11b Legal feesManagement $3,199$3,199
IX-11c Accounting feesManagement $111,600$111,600
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management fees$0
IX-11g Other fees for servicesPrograms $115,606 · Management $27,917 · Fundraising $4,056$147,579
IX-12 Advertising and promotionManagement $26,827$26,827
IX-13 Office expensesPrograms $121,416 · Management $39,907 · Fundraising $3,512$164,835
IX-14 Information technologyPrograms $9,988$9,988
IX-15 Royalties$0
IX-16 OccupancyPrograms $99,150 · Management $28,514 · Fundraising $3,801$131,465
IX-17 TravelPrograms $194,890$194,890
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 InterestManagement $19,851$19,851
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationPrograms $45,821$45,821
IX-23 InsurancePrograms $57,237 · Management $15,104 · Fundraising $2,194$74,535
IX-24 Other expenses (24a–d)Programs $80,070$80,070
IX-24e All other expenses$0
IX-25 Total functional expensesPrograms $2,919,779 · Management $936,251 · Fundraising $96,312$3,952,342
Part X · Balance sheet $3,677,916 assets, 20 lines filed
X-1 Cash, non-interest-bearingStart of year $2,223,108$492,166
X-2 Savings and temporary cash investmentsStart of year $350,216$1,771,818
X-3 Pledges and grants receivable$0
X-4 Accounts receivableStart of year $56,191$90,523
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred chargesStart of year $62,569$83,674
X-10c Land, buildings and equipment, netStart of year $1,094,453$1,239,735
X-11 Publicly traded securities$0
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assets$0
X-16 Total assetsStart of year $3,786,537$3,677,916
X-17 Accounts payable and accrued expensesStart of year $199,361$337,887
X-19 Deferred revenueStart of year $2,201,281$1,848,181
X-26 Total liabilitiesStart of year $2,872,395$2,645,452
X-27 Net assets without donor restrictionsStart of year $808,066$1,004,583
X-28 Net assets with donor restrictionsStart of year $106,076$27,881
X-32 Total net assets or fund balancesStart of year $914,142$1,032,464
X-33 Total liabilities and net assetsStart of year $3,786,537$3,677,916
Part XI · Reconciliation of net assets $1,032,464 net assets at year end
XI-1 Total revenue$4,070,664
XI-2 Total expenses$3,952,342
XI-3 Revenue less expenses$118,322
XI-4 Net assets at start of year$914,142
XI-10 Net assets at end of year$1,032,464

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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