SANTA CATALINA SCHOOL Charity Report

Public IRS 990 nonprofit record

SANTA CATALINA SCHOOL

EIN 94-1156652 · Education (B200)

What they do

SANTA CATALINA SCHOOL EXISTS to DEVELOP IN EACH STUDENT A STRIVING for EXCELLENCE, A MATURING AWARENESS of MORAL and SPIRITUAL VALUES, A SENSE of RESPONSIBLE PURPOSE, and A DETERMINATION to SERVE THE WORLD WITH COURAGE, GRACE, and COMPASSION.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $77.30 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders33 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

69.95%of revenue went to mission work77.3% of expenses · Program services

2.97%of revenue went to fundraising3.3% of expenses

$90.45spent for every $100 of revenueRevenue covered expenses this year.

17.54%of revenue went to management and office costs19.4% of expenses

$4.51in assets for every $1 spent this yearSome assets cannot be spent right away.

19.9%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $404,144 for DR BARBARA OSTOS (HEAD OF SCHOOL). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$31,306,152

Mission workProgram services$21,897,49469.95% of revenue77.3% of expenses

ManagementOffice and general costs$5,489,88117.54% of revenue19.4% of expenses

FundraisingAsking for donations$929,9262.97% of revenue3.3% of expenses

Revenue left after expensesReported annual surplus$2,988,8519.55% of revenueShown in gray on the chart

Total expenses$28,317,30190.45% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 77.3% mission · 19.4% management · 3.3% fundraisingTotal expenses: 90.45% of revenue

2023Expense mix: 68.8% mission · 28.4% management · 2.9% fundraisingTotal expenses: 118.03% of revenue

2022Expense mix: 78.3% mission · 18.1% management · 3.6% fundraisingTotal expenses: 99.40% of revenue

2021Expense mix: 77.8% mission · 18.7% management · 3.5% fundraisingTotal expenses: 88.09% of revenue

2020Expense mix: 75.8% mission · 20.6% management · 3.6% fundraisingTotal expenses: 106.70% of revenue

2019Expense mix: 79.4% mission · 17.2% management · 3.4% fundraisingTotal expenses: 90.91% of revenue

2018Expense mix: 77.9% mission · 18.4% management · 3.6% fundraisingTotal expenses: 84.19% of revenue

2017Expense mix: 77.2% mission · 18.8% management · 4.1% fundraisingTotal expenses: 95.85% of revenue

Money in and money out

Revenue$31,306,152

Expenses$28,317,301

Annual surplus $2,988,851 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$21,897,494 · 77.3% of expenses

Management and office costs$5,489,881 · 19.4% of expenses

Fundraising$929,926 · 3.3% of expenses

See all reported dollar amounts

Revenue$31,306,152

Expenses$28,317,301

Assets$127,642,337

Income$49,433,777

Contributions$6,222,239

Mission work (program services)$21,897,494

Fundraising$929,926

Management and general$5,489,881

Stocks and bonds$26,022,945

Accounting fees$93,345

Investing fees$292,017

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

DR BARBARA OSTOSHEAD OF SCHOOL · 40 hrs/week $404,144Base $300,659 · Other $103,485

JOHN AIMEASSISTANT HEAD OF SCHOOL · 40 hrs/week $225,741Base $204,458 · Other $21,283

JULIE LENHERR EDSONHEAD OF UPPER SCHOOL · 40 hrs/week $216,977Base $181,501 · Other $35,476

JAMIE BUFFINGTON BROWNEDIRECTOR OF UPPER SCHOOL ADMISSION · 40 hrs/week $208,887Base $161,867 · Other $47,020

GRETCHEN MUELLER BURKEDIRECTOR OF DEVELOPMENT · 40 hrs/week $185,935Base $130,937 · Other $54,998

RONALD A KELLERMANNBUSINESS MANAGER · 40 hrs/week $179,832Base $168,958 · Other $10,874

FRED WHITE IVDIRECTOR OF COLLEGE COUNSELING · 40 hrs/week $157,101Base $119,584 · Other $37,517

KENDRA KLEINDIRECTOR OF ATHLETICS · 40 hrs/week $145,632Base $122,124 · Other $23,508

CHRISTY POLLACCIHEAD OF LOWER/MIDDLE SCHOOL (THRU 9/2024) · 40 hrs/week $138,075Base $115,813 · Other $22,262

JODI WISELEYCHIEF FINANCE & OPERATIONS OFFICER · 40 hrs/week $125,068Base $101,358 · Other $23,710

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (33)

DR BARBARA OSTOSHEAD OF SCHOOL

JOHN AIMEASSISTANT HEAD OF SCHOOL

JULIE LENHERR EDSONHEAD OF UPPER SCHOOL

JAMIE BUFFINGTON BROWNEDIRECTOR OF UPPER SCHOOL ADMISSION

GRETCHEN MUELLER BURKEDIRECTOR OF DEVELOPMENT

RONALD A KELLERMANNBUSINESS MANAGER

FRED WHITE IVDIRECTOR OF COLLEGE COUNSELING

KENDRA KLEINDIRECTOR OF ATHLETICS

CHRISTY POLLACCIHEAD OF LOWER/MIDDLE SCHOOL (THRU 9/2024)

JODI WISELEYCHIEF FINANCE & OPERATIONS OFFICER

MARGARET SCATTINIDIRECTOR

KATHLEEN BROWNDIRECTOR

MARY KHASIGIAN NIKSSARIANDIRECTOR

MATTHEW T GIBBS IIVICE CHAIR

MICHAEL ROFFLERTREASURER

PETER UPHAMDIRECTOR

SISTER CLAIRE BARONEDIRECTOR

STEPHEN SCHWERDFEGERDIRECTOR

TINA HANSEN MCENROEDIRECTOR

TRACY A HUEBNERDIRECTOR

TRACY MILLER HASSSECRETARY

LOUISE DIEPENBROCK BAKERDIRECTOR

LISA CAVANAUGH WIESEDIRECTOR

LIA EDWARDSDIRECTOR

LAURA LYONCHAIR

BRETT DAVIS COLLINSVICE CHAIR

KATE BRINKS LATHENDIRECTOR

JON GIFFENDIRECTOR

GERARDO DITO BORROMEODIRECTOR

EDWARD KINGDIRECTOR

DR KENNETH PEYTONDIRECTOR

DR ADRIANA HAYWARDDIRECTOR

BROGIIN KEETONDIRECTOR

About this charity

Recognized since: January 1955
Location: 1500 MARK THOMAS DRIVE, MONTEREY, CA 93940
County: Monterey
In care of: DR BARBARA OSTOS
Primary officer: DR BARBARA OSTOS, HEAD OF SCHOOL

How to reach them

WebsiteVisit the charity’s website Phone(831) 655-9300

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: BAKER TILLY ADVISORY GROUP LP
NTEE classification: Education (B200)