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Joan Macy School FY2020 filing

Tax-deductible

La Verne, CA501(c)(3)Since 1989EducationEIN 95-4232535Revenue $1.2M in FY2020

On file with the IRSleroyhaynes.org1350 3rd St, 91750-5201 · La Verne, CATax-exempt since Feb 1990School — 170(b)(1)(A)(ii)

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The School's goal is to provide a positive and supportive environment where students can develop academic, social, and vocational skills that will help enable them to transition independently and successfully into the community.

501(c)(3) charity; gifts are tax-deductible.
98¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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
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
2 of 4
filings with a surplus
Average surplus $256K a year · 11% of revenue · last 4 filings
Worth a look: a surplus in 2 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
98%
of spending
Looks good: 98% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
4 mo
of spending, in cash
Looks good: 3.6 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$181K
26% of total assets
Looks good: liabilities are 26% of assets; 50% or less.
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
$1.2M
Spent
$1.3M
To programs
98%
Net assets
$517K
By yearFY2020–FY2024
Revenue
$1.2M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$1.2M
FY2021$774K
FY2022$1.9M
FY2024$5.5M
FY2024$5.2M
Expenses
$1.3M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$1.3M
FY2021$822K
FY2022$1.8M
FY2024$4.5M
FY2024$7.1M
Net assets
$517K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$517K
FY2021$118K
FY2022$260K
FY2024$1.6M
FY2024−$225K

From the FY2020 Form 990 · 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 (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Feb 1990.

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

Where the money goes

98 cents of each dollar spent went to programs.

Program services 98% · $1.2M Management & general 2% · $23K

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

11 people listed on the 990.

Part VII, Section A · reportable compensation
Judith Wagner
President
$0Pt VII · Sec A
Patricia Guild
Vice President
$0Pt VII · Sec A
Dianne E Clark
Sec./Treasurer
$0Pt VII · Sec A
Geri Abracosa
Board Member
$0Pt VII · Sec A
Tracey Blount
Board Member
$0Pt VII · Sec A
Karen Nehrenz
Board Member
$0Pt VII · Sec A
Marcie Poole
Board Member
$0Pt VII · Sec A
$0Pt VII · Sec A
See Joan Macy 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 15aNo

Programs and updates

Educates at-risk adolescent students in a specialized school setting.

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Provided by the organization

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1 program · $1.2M · in their own filed words · FY2020
01

Joan Macy School was established in 1989 as a specialized non-public school for at-risk adolescent females requiring a more structured, therapeutic educational setting. Since then it has expanded its program to serve students grades 1-12 referred by local school districts.

$1.2Mprogram expense

Funders

Who pays for it.

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

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$1.2M
Ln 12
Fees for servicesLn 2g$1.2M
Gifts and grantsLn 1h$2K
Other incomeLn 4–11$980
Money outPt IX
$1.3M
Ln 25
Programscol B$1.2M
Managementcol C$23K
Owns and owesPt X
$517K
net assets · Ln 32
Cash and savingsLn 1–2$384K
Total assetsLn 16$697K
LiabilitiesLn 26$181K
PeoplePt VI, VII
11
listed · VII A
PaidVII A0
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2K
Fees for servicesLn 2g$1.2M
Investment incomeLn 3−$20
Other incomeLn 4–11$980
Total revenueLn 12$1.2M
Assets in detailPt X, end of year
CashLn 1$209K
SavingsLn 2$175K
Cash and savings togetherLn 1–2$384K
Land, buildings, equipmentLn 10c$57K
Total assetsLn 16$697K
LiabilitiesLn 26$181K
Net assetsLn 32$517K
OperationsPt I, VI
EmployeesI 55
VolunteersI 622
Fiscal year endsHeaderDecember
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$412K$384K
Land, buildings, equipmentLn 10c$74K$57K
Total assetsLn 16$709K$697K
LiabilitiesLn 26$133K$181K
Net assetsLn 32$577K$517K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$773K$773K
Pension plan contributionsLn 8$9K$9K
Other employee benefitsLn 9$82K$82K
Payroll taxesLn 10$49K$49K
Management feesLn 11a$23K$23K
Accounting feesLn 11c$20K$20K
Other fees for servicesLn 11g$14K$14K
Office expensesLn 13$4K$4K
OccupancyLn 16$124K$124K
TravelLn 17$28K$28K
Depreciation, depletion and amortizationLn 22$18K$18K
InsuranceLn 23$12K$12K
Other expenses (24a–d)Ln 24$107K$107K
All other expensesLn 24e$5K$5K
Total functional expensesLn 25$1.3M$1.2M$23K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $5.5M$4.5M$985K$1.6M 990 PDF
FY2023 Not on file
FY2022 $1.9M$1.8M$146K$260K 990 PDF
FY2021 $774K$822K−$48K$118K 990 PDF
FY2020 Viewing $1.2M$1.3M−$60K$517K 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 $1,206,936 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $2,515$2,155
I-9 Program service revenuePrior year $1,281,063$1,203,801
I-10 Investment incomePrior year $3,495−$20
I-11 Other revenuePrior year $8,650$1,000
I-12 Total revenuePrior year $1,295,723$1,206,936
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $849,262$914,167
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $406,419$352,813
I-18 Total expensesPrior year $1,255,681$1,266,980
I-19 Revenue less expensesPrior year $40,042−$60,044
Part VI · Governance 9 of 9 board members independent, 1 to look at
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
VI-15a Process for setting top official's payNo
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
Part VIII · Statement of revenue $1,206,936 across 6 lines filed
VIII-1f All other contributions, gifts and grants$2,155
VIII-1h Total contributions, gifts and grants$2,155
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,203,801$1,203,801
VIII-3 Investment incomeExcluded from tax −$20−$20
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $1,000$1,000
VIII-12 Total revenueRelated to mission $1,203,801 · Unrelated business $0 · Excluded from tax $980$1,206,936
Part IX · Statement of functional expenses $1,266,980 across 14 lines filed
IX-7 Other salaries and wagesPrograms $773,255$773,255
IX-8 Pension plan contributionsPrograms $9,431$9,431
IX-9 Other employee benefitsPrograms $82,017$82,017
IX-10 Payroll taxesPrograms $49,464$49,464
IX-11a Management feesManagement $23,140$23,140
IX-11c Accounting feesPrograms $19,612$19,612
IX-11g Other fees for servicesPrograms $13,836$13,836
IX-13 Office expensesPrograms $4,235$4,235
IX-16 OccupancyPrograms $123,708$123,708
IX-17 TravelPrograms $27,655$27,655
IX-22 Depreciation, depletion and amortizationPrograms $17,668$17,668
IX-23 InsurancePrograms $11,555$11,555
IX-24 Other expenses (24a–d)Programs $106,856$106,856
IX-24e All other expensesPrograms $4,548$4,548
IX-25 Total functional expensesPrograms $1,243,840 · Management $23,140 · Fundraising $0$1,266,980
Part X · Balance sheet $697,416 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $360,686$209,400
X-2 Savings and temporary cash investmentsStart of year $50,980$174,535
X-4 Accounts receivableStart of year $223,148$256,673
X-10c Land, buildings and equipment, netStart of year $74,476$56,808
X-16 Total assetsStart of year $709,290$697,416
X-17 Accounts payable and accrued expensesStart of year $73,618$66,153
X-25 Other liabilitiesStart of year $59,097$114,732
X-26 Total liabilitiesStart of year $132,715$180,885
X-27 Net assets without donor restrictionsStart of year $576,575$516,531
X-32 Total net assets or fund balancesStart of year $576,575$516,531
X-33 Total liabilities and net assetsStart of year $709,290$697,416
Part XI · Reconciliation of net assets $516,531 net assets at year end
XI-1 Total revenue$1,206,936
XI-2 Total expenses$1,266,980
XI-3 Revenue less expenses−$60,044
XI-4 Net assets at start of year$576,575
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$516,531

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

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