Viewpoint Educational Foundation: FY2023 Nonprofit Profile & Form 990 (EIN 95-2242261)

Revenue by fiscal year
FY2020	$55.4M
FY2021	$51.3M
FY2022	$62.2M
FY2023	$61.7M
FY2024	$72.8M
FY2025	$73.2M

Expenses by fiscal year
FY2020	$55.4M
FY2021	$54.0M
FY2022	$57.1M
FY2023	$62.3M
FY2024	$67.8M
FY2025	$70.0M

Net assets by fiscal year
FY2020	$52.9M
FY2021	$54.9M
FY2022	$56.3M
FY2023	$57.7M
FY2024	$66.0M
FY2025	$72.5M

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jul 1965.

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

Where the money goes

86 cents of each dollar spent went to programs.

86%

Program services 86% · $53.7M Management & general 11% · $7.0M Fundraising 3% · $1.6M

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

34 people listed on the 990; $2.6M 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

Mark McKee

Head of School

$528,596Pt VII · Sec A

Robert Bryan

Assoc Head of School

$318,551Pt VII · Sec A

Steve Cole

Asst Hos for Finance & Ops

$291,919Pt VII · Sec A

Maureen Nash

Asst Hos for External Affa

$262,654Pt VII · Sec A

Laurel Baker Tew

Asst Hos for Enrollment Mg

$246,758Pt VII · Sec A

Alan Howie

Head of Upper School

$204,637Pt VII · Sec A

Heather Kruse

Chief Human Resources Officer

$190,679Pt VII · Sec A

Joseph Judd Prince

Asst Director of Athletics

$190,137Pt VII · Sec A

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

Name	FY2025	FY2024	FY2023	FY2022	FY2021	FY2020
Robert Dworkoski	—	—	—	—	—	$875,000
Mark McKee	$641,175	$572,551	$528,596	$506,239	$499,712	$478,705
Robert Bryan	$348,001	$334,421	$318,551	$304,036	$293,611	$280,823
Steve Cole	$316,135	$318,448	$291,919	$293,683	$151,741	—
Lissa Sholty	—	—	—	—	$207,944	$282,722
Laurel Baker Tew	$269,917	$259,304	$246,758	$240,965	$241,282	$236,555
Maureen Nash	$262,144	$256,611	$262,654	$209,761	—	—
Olivia Powell	$232,638	—	—	—	—	—

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 Viewpoint Educational Foundation executive salaries →

On this list? Claim this org

Something off? Claim to add context

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 students from transitional kindergarten through 12th grade.

Questions for Viewpoint Educational Foundation

Tap to ask. Viewpoint Educational Foundation sees how many people are interested.

Your first name shows with your question. Viewpoint Educational Foundation answers here, for everyone.

Provided by the organization

Know this org? Add your story

1 program · $53.7M · in their own filed words · FY2022

01

The foundation operates viewpoint school, an independent, coeducational, nondenominational, and nonprofit day school. Founded in 1961, with a legacy of academic distinction and college preparedness, the school's scenic 40 acre campus in calabasas, california provides students in grades TK-12 with an ideal setting to grow and learn, where…

$53.7Mprogram 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

Morgan Stanley Global Impact Funding Trust INCFY2024$211K

Donor Advised Charitable Giving INCFY2024$206K

Kelly Day FoundationFY2024$125K

Orange County Community FoundationFY2024$125K

Fidelity Investments Charitable Gift FundFY2024$117K

Fishing Pole and Love FoundationFY2024$101K

W M Keck FoundationFY2024$50K

American Online Giving Foundation INCFY2024$40K

Total grants receivedfrom 16 funders$1.1M

See all 16 funders →

Grants paid · 4 grants · $11.2M · 2019–2020

Unitemized GrantFY2020$5,779,089

Unitemized GrantFY2020$10,000

Unitemized GrantFY2019$5,372,620

Unitemized GrantFY2019$10,000

By the numbers

The FY2023 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$61.7M

Ln 12

Fees for servicesLn 2g$57.0M

Gifts and grantsLn 1h$3.9M

Investment incomeLn 3$869K

Money outPt IX

$62.3M

Ln 25

Programscol B$53.7M

Managementcol C$7.0M

Fundraisingcol D$1.6M

Owns and owesPt X

$57.7M

net assets · Ln 32

Cash and savingsLn 1–2$53.3M

Total assetsLn 16$157.1M

LiabilitiesLn 26$99.4M

PeoplePt VI, VII

34

listed · VII A

PaidVII A10

Voting boardVI 1a24

IndependentVI 1b24

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$3.9M

Noncash giftsLn 1g$217K

Fundraising eventsLn 1c$11K

Fees for servicesLn 2g$57.0M

Investment incomeLn 3$869K

Total revenueLn 12$61.7M

Assets in detailPt X, end of year

CashLn 1$21.6M

SavingsLn 2$31.7M

Cash and savings togetherLn 1–2$53.3M

InvestmentsLn 11–13$25.4M

Land, buildings, equipmentLn 10c$55.1M

Other assetsLn 15$22.0M

Total assetsLn 16$157.1M

LiabilitiesLn 26$99.4M

Net assetsLn 32$57.7M

OperationsPt I, VI

EmployeesI 5507

VolunteersI 6300

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

Line	Start FY23	End FY23
Cash and savingsLn 1–2	$49.6M	$53.3M
InvestmentsLn 11–13	$22.9M	$25.4M
Land, buildings, equipmentLn 10c	$58.3M	$55.1M
Total assetsLn 16	$150.0M	$157.1M
LiabilitiesLn 26	$93.6M	$99.4M
Net assetsLn 32	$56.3M	$57.7M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic individualsLn 2	$5.9M	$5.9M
Pay of current officers, directors and key staffLn 5	$1.9M	$923K	$666K	$324K
Other salaries and wagesLn 7	$29.0M	$26.3M	$2.1M	$608K
Pension plan contributionsLn 8	$1.1M	$828K	$235K	$15K
Other employee benefitsLn 9	$2.4M	$2.1M	$213K	$43K
Payroll taxesLn 10	$2.3M	$1.9M	$384K	$88K
Legal feesLn 11b	$53K		$53K
Accounting feesLn 11c	$67K		$67K
Advertising and promotionLn 12	$316K	$264K	$30K	$22K
Office expensesLn 13	$434K	$331K	$99K	$4K
Information technologyLn 14	$597K	$513K	$79K	$4K
OccupancyLn 16	$2.6M	$2.3M	$263K	$26K
TravelLn 17	$19K	$18K	$1K	$12
Conferences, conventions and meetingsLn 19	$213K	$64K	$131K	$18K
InterestLn 20	$965K	$859K	$96K	$10K
Depreciation, depletion and amortizationLn 22	$3.4M	$3.0M	$341K	$34K
InsuranceLn 23	$2.0M	$1.8M	$203K	$20K
Other expenses (24a–d)Ln 24	$5.5M	$5.4M	$53K	$8K
All other expensesLn 24e	$3.5M	$1.2M	$1.9M	$385K
Total functional expensesLn 25	$62.3M	$53.7M	$7.0M	$1.6M

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 Latest	$73.2M	$70.0M	$3.2M	$72.5M	990 PDF
FY2024	$72.8M	$67.8M	$5.1M	$66.0M	990 PDF
FY2023 Viewing	$61.7M	$62.3M	−$582K	$57.7M	990 PDF
FY2022	$62.2M	$57.1M	$5.1M	$56.3M	990 PDF
FY2021	$51.3M	$54.0M	−$2.7M	$54.9M	990 PDF
FY2020	$55.4M	$55.4M	$843	$52.9M	990 PDF

More to add? Claim this org

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 FY2023 990 (6 parts)

Part I · Summary $61,690,381 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $9,447,044$3,922,350

I-9 Program service revenuePrior year $52,129,575$56,967,219

I-10 Investment incomePrior year $426,894$868,904

I-11 Other revenuePrior year $178,572−$68,092

I-12 Total revenuePrior year $62,182,085$61,690,381

I-13 Grants and similar amounts paidPrior year $5,664,993$5,913,121

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

I-15 Salaries and benefitsPrior year $34,695,680$36,693,342

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

I-17 Other expensesPrior year $16,730,997$19,666,408

I-18 Total expensesPrior year $57,091,670$62,272,871

I-19 Revenue less expensesPrior year $5,090,415−$582,490

Part VI · Governance 24 of 24 board members independent, no flags

VI-1a Voting members of the governing body24

VI-1b Independent voting members24

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 $61,690,381 across 8 lines filed

VIII-1c Fundraising events$11,000

VIII-1f All other contributions, gifts and grants$3,911,350

VIII-1g Noncash contributions (included above)$216,747

VIII-1h Total contributions, gifts and grants$3,922,350

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $56,967,219$56,967,219

VIII-3 Investment incomeExcluded from tax $868,904$868,904

VIII-8 Net income from fundraising eventsExcluded from tax −$68,092−$68,092

VIII-12 Total revenueRelated to mission $56,967,219 · Unrelated business $0 · Excluded from tax $800,812$61,690,381

Part IX · Statement of functional expenses $62,272,871 across 19 lines filed

IX-2 Grants to domestic individualsPrograms $5,913,121$5,913,121

IX-5 Pay of current officers, directors and key staffPrograms $923,053 · Management $666,033 · Fundraising $323,729$1,912,815

IX-7 Other salaries and wagesPrograms $26,272,680 · Management $2,139,764 · Fundraising $608,344$29,020,788

IX-8 Pension plan contributionsPrograms $828,328 · Management $235,383 · Fundraising $14,756$1,078,467

IX-9 Other employee benefitsPrograms $2,101,069 · Management $213,126 · Fundraising $42,732$2,356,927

IX-10 Payroll taxesPrograms $1,851,771 · Management $384,399 · Fundraising $88,175$2,324,345

IX-11b Legal feesManagement $53,433$53,433

IX-11c Accounting feesManagement $66,507$66,507

IX-12 Advertising and promotionPrograms $264,338 · Management $29,701 · Fundraising $21,740$315,779

IX-13 Office expensesPrograms $331,133 · Management $98,799 · Fundraising $4,128$434,060

IX-14 Information technologyPrograms $513,302 · Management $79,086 · Fundraising $4,490$596,878

IX-16 OccupancyPrograms $2,344,397 · Management $263,415 · Fundraising $26,342$2,634,154

IX-17 TravelPrograms $17,510 · Management $1,207 · Fundraising $12$18,729

IX-19 Conferences, conventions and meetingsPrograms $63,515 · Management $131,435 · Fundraising $17,970$212,920

IX-20 InterestPrograms $858,503 · Management $96,461 · Fundraising $9,646$964,610

IX-22 Depreciation, depletion and amortizationPrograms $3,032,561 · Management $340,737 · Fundraising $34,074$3,407,372

IX-23 InsurancePrograms $1,804,086 · Management $202,706 · Fundraising $20,271$2,027,063

IX-24 Other expenses (24a–d)Programs $5,394,576 · Management $52,906 · Fundraising $7,533$5,455,015

IX-24e All other expensesPrograms $1,199,993 · Management $1,895,387 · Fundraising $384,508$3,479,888

IX-25 Total functional expensesPrograms $53,713,936 · Management $6,950,485 · Fundraising $1,608,450$62,272,871

Part X · Balance sheet $157,080,972 assets, 19 lines filed

X-1 Cash, non-interest-bearingStart of year $131,872$21,598,547

X-2 Savings and temporary cash investmentsStart of year $49,446,174$31,653,447

X-3 Pledges and grants receivableStart of year $136,643$102,509

X-4 Accounts receivableStart of year $212,235$505,242

X-8 Inventories for sale or useStart of year $47,023$61,143

X-9 Prepaid expenses and deferred chargesStart of year $839,070$693,979

X-10c Land, buildings and equipment, netStart of year $58,305,086$55,116,683

X-11 Publicly traded securitiesStart of year $22,927,593$25,351,447

X-15 Other assetsStart of year $17,941,428$21,997,975

X-16 Total assetsStart of year $149,987,124$157,080,972

X-17 Accounts payable and accrued expensesStart of year $3,435,867$2,940,670

X-19 Deferred revenueStart of year $32,724,777$35,321,185

X-20 Tax-exempt bond liabilitiesStart of year $39,242,442$39,248,175

X-25 Other liabilitiesStart of year $18,239,718$21,860,048

X-26 Total liabilitiesStart of year $93,642,804$99,370,078

X-27 Net assets without donor restrictionsStart of year $48,136,217$48,120,186

X-28 Net assets with donor restrictionsStart of year $8,208,103$9,590,708

X-32 Total net assets or fund balancesStart of year $56,344,320$57,710,894

X-33 Total liabilities and net assetsStart of year $149,987,124$157,080,972

Part XI · Reconciliation of net assets $57,710,894 net assets at year end

XI-1 Total revenue$61,690,381

XI-2 Total expenses$62,272,871

XI-3 Revenue less expenses−$582,490

XI-4 Net assets at start of year$56,344,320

XI-5 Net unrealized gains (losses) on investments$1,949,064

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$57,710,894

Form 990 e-file (XML) FY2023 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.

Your org? Add context

Made it to the end? Claim this org

Viewpoint Educational Foundation FY2023 filing

Before you give