The Carey School is located in San Mateo, CA. The organization was established in 1990. According to its NTEE Classification (B24) the organization is classified as: Primary & Elementary Schools, under the broad grouping of Education and related organizations. As of 06/2022, Carey School employed 93 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Carey School is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, Carey School generated $11.1m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 5.0% each year. All expenses for the organization totaled $10.6m during the year ending 06/2022. While expenses have increased by 5.5% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
OPERATION OF A PRIMARY CO-EDUCATIONAL SCHOOL FOR GRADES PRESCHOOL THROUGH FIFTH.
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE PRIMARY PROGRAM IS THE EDUCATION OF STUDENTS - VIA THE CLASSROOM, THE AFTERSCHOOL ENRICHMENT PROGRAMS, AND THE AFTER SCHOOL CARE PROGRAM. CURRENTLY 271 STUDENTS ARE ENROLLED AT THE CAREY SCHOOL. APPROXIMATELY 14% OF THE STUDENT BODY, OR 37 STUDENTS ARE SUPPORTED BY FINANCIAL ASSISTANCE WHICH MAY INCLUDE TUITION ASSISTANCE, SUPPORT FOR TUTORING AND OTHER EVALUATIONS, SUPPORT FOR AFTER SCHOOL CARE AND LUNCH.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Duncan Lyon Head Of School | Officer | 40 | $459,289 |
Susan Loveall CFO | Officer | 40 | $251,084 |
Neely Norris Assistant Head Of School | 40 | $165,790 | |
Ida Gruber Director Of Admission And Financial Aid | 40 | $152,003 | |
Aileen Mitchner Controller | 40 | $121,934 | |
Resham Bharwani Director Of Development & Communications | 40 | $121,331 |
Vendor Name (Service) | Service Year | Compensation |
---|---|---|
Hkit Architects Architect | 6/29/20 | $272,124 |
Epicurean Group Food Service Provider | 6/29/20 | $217,226 |
Hkit Architects Architect | 6/29/20 | $272,124 |
Epicurean Group Food Service Provider | 6/29/20 | $217,226 |
Statement of Revenue | |
---|---|
Federated campaigns | $0 |
Membership dues | $0 |
Fundraising events | $52,595 |
Related organizations | $0 |
Government grants | $0 |
All other contributions, gifts, grants, and similar amounts not included above | $1,290,283 |
Noncash contributions included in lines 1a–1f | $216,607 |
Total Revenue from Contributions, Gifts, Grants & Similar | $1,342,878 |
Total Program Service Revenue | $9,486,304 |
Investment income | $88,448 |
Tax Exempt Bond Proceeds | $0 |
Royalties | $0 |
Net Rental Income | $0 |
Net Gain/Loss on Asset Sales | $156,022 |
Net Income from Fundraising Events | $43,746 |
Net Income from Gaming Activities | $0 |
Net Income from Sales of Inventory | $0 |
Miscellaneous Revenue | $0 |
Total Revenue | $11,120,098 |
Statement of Expenses | |
---|---|
Grants and other assistance to domestic organizations and domestic governments. | $10,000 |
Grants and other assistance to domestic individuals. | $809,514 |
Grants and other assistance to Foreign Orgs/Individuals | $0 |
Benefits paid to or for members | $0 |
Compensation of current officers, directors, key employees. | $853,921 |
Compensation of current officers, directors, key employees. | $284,548 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $5,123,680 |
Pension plan accruals and contributions | $290,994 |
Other employee benefits | $580,080 |
Payroll taxes | $411,190 |
Fees for services: Management | $0 |
Fees for services: Legal | $41,464 |
Fees for services: Accounting | $37,624 |
Fees for services: Lobbying | $0 |
Fees for services: Fundraising | $0 |
Fees for services: Investment Management | $14,018 |
Fees for services: Other | $56,491 |
Advertising and promotion | $29,052 |
Office expenses | $201,436 |
Information technology | $192,579 |
Royalties | $0 |
Occupancy | $534,033 |
Travel | $0 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $0 |
Interest | $93,649 |
Payments to affiliates | $0 |
Depreciation, depletion, and amortization | $726,426 |
Insurance | $51,320 |
All other expenses | $71,552 |
Total functional expenses | $10,641,530 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $3,058,300 |
Savings and temporary cash investments | $5,715,466 |
Pledges and grants receivable | $171,081 |
Accounts receivable, net | $21,700 |
Loans from Officers, Directors, or Controlling Persons | $156,022 |
Loans from Disqualified Persons | $0 |
Notes and loans receivable | $0 |
Inventories for sale or use | $0 |
Prepaid expenses and deferred charges | $79,280 |
Net Land, buildings, and equipment | $18,966,816 |
Investments—publicly traded securities | $2,793,443 |
Investments—other securities | $0 |
Investments—program-related | $0 |
Intangible assets | $0 |
Other assets | $336,389 |
Total assets | $31,298,497 |
Accounts payable and accrued expenses | $701,833 |
Grants payable | $0 |
Deferred revenue | $5,212,148 |
Tax-exempt bond liabilities | $0 |
Escrow or custodial account liability | $0 |
Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
Secured mortgages and notes payable | $3,572,395 |
Unsecured mortgages and notes payable | $0 |
Other liabilities | $0 |
Total liabilities | $9,486,376 |
Net assets without donor restrictions | $19,893,563 |
Net assets with donor restrictions | $1,918,558 |
Capital stock or trust principal, or current funds | $0 |
Paid-in or capital surplus, or land, building, or equipment fund | $0 |
Retained earnings, endowment, accumulated income, or other funds | $0 |
Total liabilities and net assets/fund balances | $31,298,497 |
Over the last fiscal year, we have identified 24 grants that The Carey School has recieved totaling $744,362.
Awarding Organization | Amount |
---|---|
Schwab Charitable Fund San Francisco, CA PURPOSE: EDUCATION | $227,100 |
American Online Giving Foundation Inc Newark, DE PURPOSE: GENERAL SUPPORT | $187,515 |
The E Richard Jones Family Foundation Calistoga, CA PURPOSE: HEALTH | $60,000 |
Goldman Sachs Philanthropy Fund New York, NY PURPOSE: EDUCATION | $50,000 |
Creekside Foundation San Francisco, CA PURPOSE: TO SUPPORT THE EXPANDING POSSIBILITIES CAPITAL CAMPAIGN. | $33,333 |
Ramsay Family Foundation San Francisco, CA PURPOSE: TO SUPPORT THE EXPANDING POSSIBILITIES CAPITAL CAMPAIGN. | $25,000 |
Beg. Balance | $3,237,914 |
Earnings | -$471,324 |
Net Contributions | $150,745 |
Ending Balance | $2,917,335 |
Organization Name | Assets | Revenue |
---|---|---|
Creative Center Of Los Altos Los Altos, CA | $170,822,611 | $50,231,203 |
Oakwood School North Hollywood, CA | $131,214,925 | $40,512,387 |
Wildwood School Inc Los Angeles, CA | $86,448,080 | $38,177,997 |
Classical Academy Incorporated Escondido, CA | $75,670,985 | $34,177,017 |
Paragon Management Surprise, AZ | $64,904,410 | $28,676,995 |
Harbor Day Endowment Corporation Corona del Mar, CA | $29,496,561 | $8,033,762 |
Center For Early Education West Hollywood, CA | $163,132,439 | $27,283,122 |
Santa Fe Christian Schools Solana Beach, CA | $72,145,924 | $27,955,484 |
Phoenix Country Day School Paradise Valley, AZ | $77,907,724 | $28,726,427 |
Tarbut Vtorah Community Day School Irvine, CA | $104,560,863 | $24,620,400 |
Westside Neighborhood School Los Angeles, CA | $23,646,249 | $23,017,600 |
Town School For Boys San Francisco, CA | $94,398,193 | $22,080,958 |