THE BAY SCHOOL OF SAN FRANCISCO Charity Report

Public IRS 990 nonprofit record

THE BAY SCHOOL OF SAN FRANCISCO

EIN 94-3266229 · Education (B20Z)

What they do

AT THE BAY SCHOOL, WE BALANCE CHALLENGING ACADEMICS and INNOVATIVE THINKING WITH A MINDFUL APPROACH to LEARNING and LIFE. OUR GOAL is to SEE STUDENTS UNLOCK THEIR INDIVIDUAL and COLLECTIVE POTENTIAL SO THEY BEGIN to REALIZE THEIR ROLES IN A DYNAMIC WORLD.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $85.40 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 leaders35 people are listed in the latest report.

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

Money made simple

90.14%of revenue went to mission work85.4% of expenses · Program services

6.53%of revenue went to fundraising6.2% of expenses

$105.52spent for every $100 of revenueSpending was higher than revenue this year.

8.85%of revenue went to management and office costs8.4% of expenses

$2.28in assets for every $1 spent this yearSome assets cannot be spent right away.

6.6%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.

Worth asking: Expenses exceeded revenue by $1,624,754 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $745,825 for LUKE W FELKER (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$29,414,607

Mission workProgram services$26,515,53590.14% of revenue85.4% of expenses

ManagementOffice and general costs$2,604,1108.85% of revenue8.4% of expenses

FundraisingAsking for donations$1,919,7166.53% of revenue6.2% of expenses

Total expenses$31,039,361105.52% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

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: 85.4% mission · 8.4% management · 6.2% fundraisingTotal expenses: 105.52% of revenue

2023Expense mix: 86.1% mission · 8.3% management · 5.6% fundraisingTotal expenses: 94.99% of revenue

2022Expense mix: 86.7% mission · 7.7% management · 5.5% fundraisingTotal expenses: 95.07% of revenue

2021Expense mix: 85.9% mission · 7.7% management · 6.4% fundraisingTotal expenses: 91.92% of revenue

2020Expense mix: 84.6% mission · 7.6% management · 7.7% fundraisingTotal expenses: 83.27% of revenue

2019Expense mix: 83.9% mission · 8.2% management · 7.9% fundraisingTotal expenses: 95.68% of revenue

2018Expense mix: 83.6% mission · 7.4% management · 8.9% fundraisingTotal expenses: 95.29% of revenue

2017Expense mix: 89.1% mission · 7.8% management · 3.1% fundraisingTotal expenses: 96.14% of revenue

Money in and money out

Revenue$29,414,607

Expenses$31,039,361

Annual shortfall $1,624,754 Expenses were higher than revenue 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)$26,515,535 · 85.4% of expenses

Management and office costs$2,604,110 · 8.4% of expenses

Fundraising$1,919,716 · 6.2% of expenses

See all reported dollar amounts

Revenue$29,414,607

Expenses$31,039,361

Assets$70,733,340

Income$30,649,749

Contributions$1,937,975

Mission work (program services)$26,515,535

Fundraising$1,919,716

Management and general$2,604,110

Stocks and bonds$21,911,679

Accounting fees$62,121

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

LUKE W FELKERHEAD OF SCHOOL · 50 hrs/week $745,825Base $720,717 · Other $25,108

LISE SHELTONASSOC. HEAD OF SCHOOL (THRU 07/24) · 50 hrs/week $412,384Base $389,366 · Other $23,018

KEVIN ROGERSCFOO · 50 hrs/week $371,350Base $333,700 · Other $37,650

RICHARD LEVINEDIR. OF SPECIAL PROJECTS & OPS · 40 hrs/week $290,240Base $251,275 · Other $38,965

DOROTHY JONESDEAN, ENROLLMENT MGMT & STRAT. ENG. · 40 hrs/week $224,281Base $193,200 · Other $31,081

AMY TALBOTDIRECTOR OF ADVANCEMENT · 40 hrs/week $216,104Base $200,685 · Other $15,419

LAILA MCCLAYDEAN OF ACADEMICS & INNOVATION · 40 hrs/week $205,789Base $180,515 · Other $25,274

MIO TSUKAMOTODEAN OF STUDENTS · 40 hrs/week $199,568Base $181,221 · Other $18,347

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 (35)

LUKE W FELKERHEAD OF SCHOOL

LISE SHELTONASSOC. HEAD OF SCHOOL (THRU 07/24)

KEVIN ROGERSCFOO

RICHARD LEVINEDIR. OF SPECIAL PROJECTS & OPS

DOROTHY JONESDEAN, ENROLLMENT MGMT & STRAT. ENG.

AMY TALBOTDIRECTOR OF ADVANCEMENT

LAILA MCCLAYDEAN OF ACADEMICS & INNOVATION

MIO TSUKAMOTODEAN OF STUDENTS

PAUL KOCHERTRUSTEE

NELL BRANCOBOARD CHAIR

SARA SULLIVANTRUSTEE

MARK JAMISONTRUSTEE

STEPHEN HIBBARDTRUSTEE

LORA BLUMTRUSTEE

ABRAM JACKSONTRUSTEE

LISA AQUINOVICE CHAIR

WENDY HOLCOMBETRUSTEE

KATHLEEN PATTERSONTRUSTEE (THRU 03/25)

KARIN COTTERMANTRUSTEE

JONATHAN FELDMANSECRETARY

JACK JUETRUSTEE

GHITA HARRIS-NEWTONTRUSTEE

GABY GUCHO-OLIVATRUSTEE

FRANCISCO GUEDEZTRUSTEE

FLORA MUGAMBI-MUTUNGATRUSTEE

ERNIE CHOWTRUSTEE

ERIN GANJUTRUSTEE (THRU 04/25)

ERIC ALTTREASURER

DAINA CHIUTRUSTEE

CORI SNYDER SCHUMANTRUSTEE

CATHY MANSHELTRUSTEE

CARL SJOGREENTRUSTEE

ARJUNA COSTATRUSTEE

ANNELISE BAUERTRUSTEE

AMY METZLER RITTERTRUSTEE

About this charity

Recognized since: January 1997
Location: 35 KEYES AVE, SAN FRANCISCO, CA 94129-1736
County: City and County of San Francisco
In care of: KEVIN ROGERS
Primary officer: KEVIN ROGERS, CFOO

How to reach them

WebsiteVisit the charity’s website Emailadmissions@bayschoolsf.org Phone(415) 561-5800

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: ARMANINO ADVISORY LLC
NTEE classification: Education (B20Z)