2025-05-12T14:40:18-07:00 2024-06-30 330783983 West Rhode & Roberts 2741 4th Ave San Diego CA 92103 990 2023-07-01 941461062 THE YORK SCHOOL YORK 8313727338 9501 YORK ROAD MONTEREY CA 93940 RICH HAMILTON Treasurer 2025-05-12 true true Cheryl Rhode P00234939 6196155380 2023 2025-03-06 01:10:19Z DOUGLAS KEY 9501 YORK ROAD MONTEREY CA 93940 8994166 false X YORK.ORG X 1959 CA TO OPERATE AS A COEDUCATIONAL, INDEPENDENT, NONPROFIT EDUCATIONAL INSTITUTION. 14 14 72 100 0 1411603 978722 6983701 6818880 357381 677054 41355 18294 8794040 8492950 2481485 2459286 0 4654393 4609622 0 665286 3142304 2711693 10278182 9780601 -1484142 -1287651 20584164 19920530 3885589 3553321 16698575 16367209 YORK SCHOOL IS AN AWARD-WINNING, PRIVATE, COED COLLEGE-PREP SCHOOL FOR GRADES 8-12, THAT DEVELOPS CONFIDENT AND AUTHENTIC LEADERS. WE OFFER AN ACADEMICALLY CHALLENGING EXPERIENTIAL PROGRAM FOR BRIGHT, KIND, AND DRIVEN STUDENTS IN AN INCLUSIVE, DIVERSE COMMUNITY. false false 7293823 2459286 6819199 OFFER RIGOROUS ACADEMIC PROGRAMS, ROBUST ATHLETIC TRAINING, AND INNOVATIVE VISUAL AND PERFORMING ARTS EDUCATION TO STUDENTS IN GRADES 8-12. 7293823 true true false false false false false false false true true false false false false true true false true false false false false false false false false false true true false false false false false false false false true false false false false false false false false true 59 0 true 72 true false false false false false false false 0 false false false false false false false X 14 14 false false false false false false false true true false false true true true true true true true true false CA X X RICH HAMILTON 8313727338 9501 YORK ROAD MONTEREY CA 93940 DOUGLAS KEY HEAD OF SCHOOL 50.00 0.00 X 220816 0 50246 ERIN WHITE DIR PHILANTHROPY 40.00 0.00 140747 0 20432 GRETCHEN THOMPSON FACULTY 40.00 0.00 131616 0 11235 JONATHAN ZELJO ASSISTANT HOS 40.00 0.00 124186 0 17189 MICHAEL BORROWMAN FACULTY 40.00 0.00 102914 0 18684 PATRICIA DOON DIR OF FIN 6.24 40.00 0.00 X 90965 0 8910 FANA OLDFIELD DIR OF FIN 6.23 40.00 0.00 X 77315 0 11349 TERRY CASH DIR OF FINANCE 40.00 0.00 X 23712 0 320 RICH HAMILTON Treasurer 5.00 0.00 X X 0 0 0 NORELLE BOYCE Chair 10.00 0.00 X X 0 0 0 MARK KERMAN VICE CHAIR 2.00 0.00 X X 0 0 0 KEN SCATES Secretary 5.00 0.00 X X 0 0 0 LOUIE DIAZ-INFANTE Trustee 2.00 0.00 X 0 0 0 AMY GRAMES Trustee 2.00 0.00 X 0 0 0 DEBBIE HALE Trustee 2.00 0.00 X 0 0 0 CHRISTINA LEE Trustee 2.00 0.00 X 0 0 0 PAUL MATSUI Trustee 2.00 0.00 X 0 0 0 BEN NURSE Trustee 2.00 0.00 X 0 0 0 HEATHER OLIVER Trustee 2.00 0.00 X 0 0 0 EDDIE TAKAsHIMA Trustee 2.00 0.00 X 0 0 0 SCOTT FUJITA Trustee 2.00 0.00 X 0 0 0 LUCINDA BETH ASHBY Trustee 2.00 0.00 X 0 0 0 912271 138365 5 false true false 0 978722 25160 978722 SCHOOL FEES 611710 23300 23300 TUITION 611600 6795580 6795580 6818880 396072 396072 0 0 17975 17975 17975 17975 782198 500114 1102 282084 -1102 280982 280982 0 0 0 OTHER INCOME 900099 319 319 319 8492950 6819199 695029 0 2459286 2459286 0 0 547369 136842 273685 136842 0 3188256 2406670 654701 126885 176716 113434 50270 13012 410439 267361 114612 28466 286842 195878 70952 20012 30500 30500 0 0 0 0 0 340776 108774 190354 41648 222121 21841 155570 44710 197028 137988 33612 25428 0 0 265772 204851 29487 31434 58877 28822 9885 20170 0 0 101004 79349 9777 11878 0 458894 360507 44421 53966 138501 103136 23971 11394 REPAIR AND MAINTENANCE 422933 332453 40537 49943 STUDENT ACTIVITIES 166450 166450 DUES & SUBSCRIPTIONS 121195 62555 50611 8029 SUPPLIES 110839 86577 13681 10581 76803 21049 24866 30888 9780601 7293823 1821492 665286 697207 1172858 2058395 733087 222667 202097 204343 16517 0 0 0 0 111878 106739 17379657 12110848 5700345 5268809 11404778 12213934 0 0 0 184551 206489 20584164 19920530 528958 465212 869090 698346 2487541 2389763 3885589 3553321 X 4787544 3702862 11911031 12664347 16698575 16367209 20584164 19920530 -1287651 956285 X X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11104831 17598 1490794 865553 11747670 10815086 15170 1161855 268103 589667 29510 11104831 12116605 1063441 -1804412 389670 139270 31608 10815086 10262661 74709 2429223 456375 164695 28918 12116605 10068505 186371 435725 293003 108527 26410 10262661 0.00819 0.63288 0.35893 true false false 543382 543382 15119936 10666285 4453651 877545 837247 40298 838794 607316 231478 5268809 X 6967763 956285 8314 964599 6003164 30500 2459286 2489786 8492950 7299129 8314 8314 7290815 30500 2459286 2489786 9780601 Part V, Line 4: Intended uses of the endowment fund. York School's endowment funds are established for long-term investment held in perpetuity for the purpose of funding: the financial aid/scholarship program; the major repair and maintenance of the school's buildings, grounds and other property; the professional growth of the school's faculty and staff as well as its education programs. Part X : FIN48 Footnote The School is exempt from federal income tax pursuant to Section 501(c)(3) of the Internal Revenue Code and is also exempt from state income tax. The Financial Accounting Standards Board (FASB) issued Accounting Standards Codification No. 740-10, Accounting for Uncertainties in Income Taxes, which sets a minimum threshold for financial statement recognition of the benefit of a tax position taken or expected to be taken in a tax return. The School has reviewed its positions for all open tax years and has determined that it has no uncertain tax positions requiring accrual or disclosure. Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S FINANCIAL AID $2459286 Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S FINANCIAL AID $2459286 true true true false true true true false false false false false false false false false false true Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized THE YORK SCHOOL'S NONDISCRIMINATORY POLICIES ARE WELL DOCUMENTED THROUGH LOCAL FORUMS, SEMINARS, BROCHURES, NEWSLETTERS, OPEN HOUSES, PRESS RELEASES AND SOLICITATION LETTERS. Schedule E, Line 4 - Explanation of Records and Materials Not Maintained THE SCHOOL IS A RACIALLY DIVERSE COMMUNITY, BUT HAVE NOT BEEN COLLECTING SPECIFIC DATA ON RACIAL COMPOSITION OF STUDENTS, FACULTY, OR STAFF. Schedule E, Line 5 - Explanation of Organization Discrimination by Race true 0 0 FINANCIAL AID 94 2459286 TUITION COST OF TUITION Grantmaker's Description of How Grants are Used FINANCIAL AID AWARDS BASED ON NEED TO STUDENTS. SCHOLARSHIP CHECKS ARE WRITTEN DIRECTLY TO THE EDUCATIONAL INSTITUITION. X X true true X X X X false false false false false false false false false DOUGLAS KEY HEAD OF SCHOOL 220816 12678 37568 271062 ERIN WHITE DIR PHILANTHROPY 140747 8036 12396 161179 Part I, Line 1a: Relevant information in regards to selections on 1a. HOUSE CLEANING SERVICES FOR RESIDENCE OWNED BY SCHOOL AND OCCUPIED BY HEAD OF SCHOOL AND FAMILY AS CONDITION OF EMPLOYMENT. X 2 25160 FMV false false false Form 990, Part VI, Section A, Line 1a THE BOARD OF TRUSTEES MAY, BY RESOLUTION ADOPTED BY A MAJORITY OF THE TRUSTEES THEN IN OFFICE, CREATE ANY NUMBER OF BOARD COMMITTEES, EACH CONSISTING OF TWO OR MORE TRUSTEES, AND ONLY OF TRUSTEES, TO SERVE AT THE PLEASEURE OF THE BOARD. A NON-TRUSTEE MAY BE APPOINTED TO A BOARD COMMITTEE AS AN ADVISOR TO THE COMMITTEE. APPOINMENTS TO ANY BOARD COMMITTEE SHALL BE MADE BY THE BOARD CHAIR. BOARD COMMITTEES MAY BE GIVEN ALL THE AUTHORITY OF THE BOARD, EXCEPT FOR THE POWERS TO: A. SET THE NUMBER OF TRUSTEES WITHIN A RANGE SPECIFIED IN THESE BYLAWS; B. ELECT TRUSTEES OR REMOVE TRUSTEES WITHOUT CAUSE; C. FILL VACANCIES ON THE BOARD OF TRUSTEES OR ON ANY BOARD COMMITTEE; D. FIX COMPENSATION OF TRUSTEES FOR SERVING ON THE BOARD OR ANY BOARD COMMITTEE; E. AMEND OR REPEAL THESE BYLAWS OR ADOPT NEW BYLAWS; F. ADOPT AMENDMENTS TO THE ARTICLES OF INCORPORATION OF THE CORPORATION; G. AMEND OR REPEAL ANY RESOLUTION OF THE BOARD OF TRUSTEES; H. CREATE ANY OTHER BOARD COMMITTEES OR APPOINT THE MEMBERS OF ANY BOARD COMMITTEES; I. APPOINT, HIRE, DISMISS OR TERMINATE THE HEAD OF SCHOOL. OR TERMINATE OR MODIFY THE EMPLOYMENT AGREEMENT WITH THE HEAD OF SCHOOL; OR J. APPROVE ANY MERGER, REORGANIZATION, VOLUNTARY DISSOLUTION, OR DISPOSITION OF SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION. THE BOARD OF TRUSTEES MAY ADOPT RULES FOR THE GOVERNANCE OF ANY BOARD OR ADVISORY COMMITTEE NOT INCONSISTENT WITH THE PROVISIONS OF THESE BYLAWS. Form 990, Part VI, Section B, Line 11b A draft of Form 990 is sent by the accounting firm to the Board Finance Chair who distributes it to all Trustees, the Head of School and finance staff. All comments and corrections are then forwarded to the accounting firm for incorporation into the final version, which is recirculated to the Trustees prior to submission. Form 990, Part VI, Section B, Line 12c YORK SCHOOL'S EMPLOYEES ARE REQUIRED TO CONDUCT THEMSELVES WITH INTEGRITY IN STRICT COMPLIANCE WITH THE LETTER AND SPIRIT OF THE LAW AND ADHERE TO THE HIGHEST PRINCIPLES OF LOYALTY AND BUSINESS ETHICS. EMPLOYEES SHOULD AVOID SITUATIONS WHERE THEIR PRIVATE INTEREST, OR THAT OF THE MEMBERS OF THEIR FAMILY, CONFLICT WITH THE INTEREST OF YORK SCHOOL AS SET FORTH MORE FULLY IN THIS HANDBOOK. A CONFLICT OF INTEREST EXISTS WHEN THE EMPLOYEE'S LOYALTIES OR ACTIONS ARE DIVIDED BETWEEN YORK SCHOOL'S INTERESTS AND THOSE OF ANOTHER, SUCH AS A COMPETITOR, SUPPLIER, DONOR, TRUSTEE, STUDENT, OR PARENT. EMPLOYEES ARE REQUIRED TO DEVOTE THEIR FULL TIME AND ATTENTION TO YORK SCHOOL'S BUSINESS WHILE AT WORK. EMPLOYEES MAY NOT CONDUCT PERSONAL BUSINESS OR BUSINESS FOR ANOTHER EMPLOYER DURING THEIR SCHEDULED WORKING HOURS. THE PRODUCTS, DESIGNS, SUPPLIES, IDEAS, AND DATA OF YORK SCHOOL ARE THE PROPERTY OF YORK SCHOOL AND SHOULD NEVER BE GIVEN TO AN OUTSIDE AGENCY OR INDIVIDUAL EXCEPT WITH PRIOR AUTHORIZATION BY THE HEAD OF SCHOOL. ANY IMPROPER TRANSFER OF MATERIALS OR DISCLOSURE OF INFORMATION, EVEN THOUGH IT IS NOT APPARENT THAT YOU HAVE PERSONALLY GAINED BY SUCH ACTION, CONSTITUTES UNACCEPTABLE CONDUCT AND CONSTITUTES A CONFLICT OF INTEREST. EMPLOYEES WHO PARTICIPATE IN SUCH A PRACTICE WILL BE SUBJECT TO DISCIPLINARY ACTION, UP TO AND INCLUDING POSSIBLE TERMINATION OF EMPLOYMENT. AN EMPLOYEE INVOLVED IN ANY OF THE SITUATIONS DESCRIBED IN THIS POLICY SHOULD IMMEDIATELY AND FULLY DISCLOSE THE RELEVANT CIRCUMSTANCES TO THE HEAD OF SCHOOL FOR A DETERMINATION AS TO WHETHER A POTENTIAL OR ACTUAL CONFLICT EXISTS. IF AN ACTUAL OR POTENTIAL CONFLICT IS DETERMINED, YORK SCHOOL MAY TAKE WHATEVER CORRECTIVE ACTION IS APPROPRIATE ACCORDING TO THE CIRCUMSTANCES, UP TO AND INCLUDING TERMINATION. FAILURE TO COMPLY WITH THIS POLICY AND COOPERATE IN DISCLOSING FACTS SHALL CONSTITUTE GROUNDS FOR DISCIPLINARY ACTION, UP TO AND INCLUDING TERMINATION. EMPLOYEES MAY NOT TUTOR ENROLLED STUDENTS FOR PAY, NOR SOLICIT STUDENT OR PARENT PATRONAGE FOR PRIVATE VENTURES INCLUDING TRAVEL AND FIELD TRIPS WITHOUT THE EXPRESS APPROVAL OF THE HEAD OF SCHOOL. THE HEAD OF SCHOOL OR THE DEAN OF STUDENTS MUST APPROVE ALL STUDENT TRAVEL EXPERIENCES. EMPLOYEES MAY NOT SPONSOR FUNDRAISING PROJECTS WITHOUT THE CONSULTATION OF THE DIRECTOR OF ADVANCEMENT. ALL GIFTS TO THE SCHOOL, OF WHATEVER KIND, MUST BE REPORTED TO THE ADVANCEMENT OFFICE. NOTHING IN THIS POLICY IS INTENDED TO INTERFERE WITH EMPLOYEES' RIGHTS TO PARTICIPATE IN CONCERTED ACTIVITY SUCH AS COMMUNICATING WITH THEIR COWORKERS REGARDING THEIR WAGES, HOURS, OR TERMS AND CONDITIONS OF EMPLOYMENT, OR WITH ANY OTHER RIGHTS PROTECTED UNDER THE NATIONAL LABOR RELATIONS ACT. THE BOARD OF DIRECTORS HAS A SEPARATE CONFLICT OF INTEREST POLICY. A COMMITTEE CONSISTING OF THE CHAIRMAN OF THE BOARD, THE CHAIR OF THE TRUSTEE COMMITTEE, AND A THIRD MEMBER OF THE BOARD, TO BE APPOINTED BY THE CHAIRMAN OF THE BOARD, SHALL CONSTITUTE THE CONFLICTS COMMITTEE. ANNUALLY, EACH TRUSTEE AND OTHER INTERESTED PARTY SHALL REVIEW THE POLICY, COMPLETE AND SIGN THE DISCLOSURE STATEMENT. THE CONFLICTS COMMITTEE REVIEW ALL DISCLOSURE STATEMENTS AND ADDRESS AND RESOLVE ALL ISSUES. IF ONE OF THE MEMBERS OF THE CONFLICTS COMMITTEE HAS DISCLOSED A POTENTIAL CONFLICT, THEN THE OTHER TWO MEMBERS SHALL APPOINT A THIRD TRUSTEE TO REVIEW THE ISSUES RAISED BY THE MEMBERS' POTENTIAL CONFLICT. A SUMMARY REPORT IS PREPARED FOR THE BOARD OF ALL FINDINGS REGARDING CONFLICT TRANSACTIONS. Form 990, Part VI, Section B, Line 15a GUIDANCE AND EVALUATION OF THE HEAD OF SCHOOL PROCEEDS FROM THE WORK OF THE HEAD OF SCHOOL COMMITTEE AFTER COMMITTEE MEMBERS TAKE INTO ACCOUNT HEAD OF SCHOOL'S PERFORMANCE AND COMPENSATION DATA FROM COMPARABLE SCHOOLS LOCALLY, STATEWIDE AND NATIONALLY, THEY BRING RECOMMENDATIONS TO THE GENERAL BOARD TO DETERMINE THE COMPENSATION AMOUNT FOR THE HEAD OF SCHOOL. FOR THE DIRECTOR OF FINANCE AND OPERATIONS, THE BOARD'S FINANCE COMMITTEE IS PROVIDED WITH COMPARABLE SCHOOLS' DIRECTOR OF FINANCE AND OPERATIONS COMPENSATION STATISTICAL DATA ON NATIONAL, SATE AND LOCAL LEVELS. THE FINANCE COMMITTEE MEMBERS REVIEW THE DATA INDEPENDENTLY AND ADVISE THE BOARD OF TRUSTEES ON THE REASONABLENESS AND APPROPRIATENESS OF THE COMPENSATION FOR THE DIRECTOR OF FINANCE AND OPERATIONS. ALL DECISIONS ARE DOCUMENTED AND THE COMPENSATION EVALUATIONS OCCUR WHEN THE POSITIONS ARE BIENG HIRED. Form 990, Part VI, Section C, Line 19 SCHOOL INFORMATION AND OTHER DOCUMENTS ARE MADE AVAILABLE UPON INDIVIDUAL REQUEST.