2025-06-11T15:09:52-05:00 2024-08-31 330700332 VASQUEZ CO LLP 655 N CENTRAL AVE STE 1550 GLENDALE CA 91203 990 2023-09-01 952975420 THE GOODEN SCHOOL GOOD 6263552410 192 NORTH BALDWIN SIERRA MADRE CA 91024 JO-ANNE WOOLNER HEAD OF SCHOOL 6263552410 2025-06-09 1 0 REGINA PRINCE CPA P00576936 2138731700 2023 2025-03-06 01:10:19Z JO-ANNE WOOLNER 192 NORTH BALDWIN SIERRA MADRE CA 91024 4857783 0 X WWW.GOODENSCHOOL.ORG X 1975 CA THE GOODEN SCHOOL INSPIRES STUDENTS TO BE INTELLECTUALLY CURIOUS AND RESILIENT WHILE PREPARING THEM TO LEAD LIVES OF KINDNESS, INTEGRITY, AND RESPECT. 18 18 66 75 0 0 878159 451563 4031676 4270724 23299 66796 0 2613 4933134 4791696 298103 364085 0 0 2772000 2861682 0 0 414195 1451248 1533037 4521351 4758804 411783 32892 7877900 8209125 3920521 4090413 3957379 4118712 X THE SPECIFIC AND PRIMARY PURPOSE IS TO CONDUCT AN EDUCATIONAL INSTITUTION OF LESS THAN COLLEGIATE GRADES OR LEVEL, WHICH SHALL SUPPLY ADEQUATE MENTAL AND PHYSICAL EDUCATION AND TRAINING TO PREPARE SELECTED CHILDREN FOR ENTRANCE TO COLLEGE, IN ACCORDANCE WITH THE MORAL AND RELIGIOUS CONCEPTS OF THE CHRISTIAN FAITH ACCORDING TO THE DOCTRINES OF THE PROTESTANT EPISCOPAL CHURCH IN THE UNITED STATES OF AMERICA, AND TO CREATE OPPORTUNITES ESPECIALLY DESIGNED TO STIMULATE THE EXERCISE OF NATURAL GIFTS FOR THE DEVELOPMENT OF LEADERSHIP. 0 0 3875214 364085 4270724 THE GOODEN SCHOOL IS LOCATED IN SIERRA MADRE, CALIFORNIA AND WAS ESTABLISHED IN 1975 AS AN INDEPENDENT EPISCOPAL DAY SCHOOL. THE GOODEN SCHOOL IS A CO-EDUCATIONAL, DAY SCHOOL THAT IS ACCREDITED BY THE CALIFORNIA ASSOCIAION OF INDEPENDENT SCHOOLS, THE WESTERN ASSOCIATION OF SCHOOLS AND COLLEGES, AND THE EPISCOPAL DIOCESE OF LOS ANGELES COMMISSION ON SCHOOLS. THE SCHOOL IS ALSO A MEMBER OF THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS AND THE NATIONAL ASSOCIATION OF EPISCOPAL SCHOOLS. THE SCHOOL'S MOTTO, "RESPECT FOR SELF, RESPECT FOR OTHERS, AND RESPECT FOR THE WORLD" (THE 3RS) GUIDES THE INTERACTIONS OF ALL ADULTS AND CHILDREN ON CAMPUS AND WITHIN THE COMMUNITY, AND SUPPORTS THE SCHOOL'S MISSION. THE GOODEN SCHOOL INSPIRES STUDENTS TO BE INTELLECTUALLY CURIOUS AND RESILIENT WHILE PREPARING THEM TO LEAD LIVES OF KINDNESS, INTEGRITY, AND RESPECT. THE SCHOOL IS INTENTIONALLY SMALL, WITH ONE CLASS PER GRADE, RECRUITS AND RETAINS EXCELLENT FACULTY THROUGH A COMPETITIVE SALARY AND BENEFITS PACKAGE, AND OFFERS A VERY RICH CURRICULUM THAT ENCOURAGES COLLABORATION AND EXPERIENTIAL LEARNING. THE COMMUNITY IS DYNAMIC; IT HAS MANY SPECIAL EVENTS AND TRADITIONS, CHAPEL SERVICES, AND SERVICE LEARNING OPPORTUNITIES THAT BRING FAMILIES TOGETHER. STUDENTS PARTICIPATE IN COCURRICULAR CLASSES, SUCH AS ART, MUSIC (CHORAL AND INSTRUMENTAL), PE, DRAMA, ELECTIVE CLASSES, FOREIGN LANGUAGES AND STEM, AND THERE ARE AFTER-SCHOOL PROGRAMS AS WELL. GOODEN GRADUATES ARE LEADERS IN THEIR COMMUNITIES; THEY LISTEN ACTIVELY, THEY ADVOCATE FOR THEMSELVES, AND THEY WORK COLLABORATIVELY AND CREATIVELY TO SOLVE PROBLEMS. THE GOODEN SCHOOL SERVED APPROXIMATELY 180 STUDENTS IN KINDERGARTEN THROUGH 8TH GRADE DURING THE YEAR. THE SCHOOL GRADUATED 21 STUDENTS AND ACCEPTED 30 STUDENTS. 3875214 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 1 66 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 CA X DAVID LOYOLA 6266274803 192 N BALDWIN SIERRA MADRE CA 91024 SAM CHRISTOPHER TRUSTEE 2.00 X 0 0 0 LINDSAY GEORGE TRUSTEE 2.00 X 0 0 0 JANN LACOSS TRUSTEE 2.00 X 0 0 0 DAVID LEE CHAIRPERSON 2.00 X X 0 0 0 JOHN MOOREHEAD TRUSTEE 2.00 X 0 0 0 CATHY HEFLIN BANDET TRUSTEE UNTIL 06/2024 2.00 X 0 0 0 YUE AUYOUNG TRUSTEE 2.00 X 0 0 0 SONIA STREET TRUSTEE 2.00 X 0 0 0 DEBORAH AWAI TRUSTEE UNTIL 06/2024 2.00 X 0 0 0 ROBERT LEMOINE TRUSTEE 2.00 X 0 0 0 JANE PARK SECRETARY 2.00 X X 0 0 0 LELAND SHEPHERD TRUSTEE 2.00 X 0 0 0 ALAN WATSON TRUSTEE 2.00 X 0 0 0 RAY BRIGGS TRUSTEE UNTIL 12/2023 2.00 X 0 0 0 ANNA HASBUN TRUSTEE 2.00 X 0 0 0 JORDAN LOPEZ TRUSTEE 2.00 X 0 0 0 CORINA MADILIAN TRUSTEE 2.00 X 0 0 0 RANDY STRAIT TRUSTEE 2.00 X 0 0 0 GINGER UMUTYAN TRUSTEE UNTIL 06/2024 2.00 X 0 0 0 RICHARD HOFER TRUSTEE 2.00 X 0 0 0 DAISY LEUNG TREASURER 2.00 X X 0 0 0 KRIS LOWE TRUSTEE 2.00 X 0 0 0 JO-ANNE WOOLNER HEAD OF SCHOOL 40.00 X 200000 0 50800 LAURIE TORTELL ASST. HEAD OF SCHOOL 40.00 X 144584 0 31644 344584 0 82444 2 0 1 0 0 98908 352655 451563 TUITION 611110 3884596 3884596 SUMMER FEES 611110 133719 133719 REGISTRATION FEES 611110 131976 131976 AFTER-SCHOOL FEES 611710 120433 120433 4270724 66796 66796 68700 98908 66087 2613 2613 4791696 4270724 0 69409 X 364085 364085 250800 193116 30096 27588 2082810 1603764 249937 229109 89836 69174 10780 9882 222106 171021 26653 24432 216130 166420 25936 23774 94802 56881 37921 3088 1853 1235 118186 70912 47274 62489 62489 92922 73903 9923 9096 65579 65579 263654 250889 6660 6105 5593 5593 17 17 147286 147286 102325 78790 12279 11256 EDUCATION PROGRAMS 361263 361263 SUMMER PROGRAM 106792 106792 SPECIAL EVENTS 26193 10477 7858 7858 PROFESSIONAL DEVELOPMEN 23694 18245 2843 2606 59154 59154 4758804 3875214 469395 414195 1134097 970716 1842403 2118832 360425 325558 7204541 5273521 2007620 1931020 1599612 1873881 707235 814108 226508 175010 7877900 8209125 165897 203212 3525599 3713214 229025 173987 3920521 4090413 X 3956411 4118494 968 218 3957379 4118712 7877900 8209125 32892 128441 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 700000 700000 4297387 3607146 690241 1100381 674843 425538 947009 924130 22879 159764 67402 92362 1931020 DIOCESAN INVESTMENT TRUST 814108 F 814108 OPERATING LEASE LIABILITY 169180 FINANCE LEASE LIABILITY 4807 173987 X 4986224 128441 66087 194528 4791696 0 4791696 4824891 66087 66087 4758804 0 4758804 PART X, LINE 2: THE SCHOOL IS EXEMPT FROM TAXATION UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D AND IS GENERALLY NOT SUBJECT TO INCOME TAXES. THE SCHOOL IS FURTHER DESCRIBED IN IRC SECTIONS 509(A)(1) AND 170(B)(1)(A)(II) AS A SCHOOL. THE SCHOOL IS, HOWEVER, SUBJECT TO INCOME TAXES ON UNRELATED TRADE OR BUSINESS INCOME, IF ANY, REALIZED IN CONNECTION WITH BUSINESS ACTIVITIES THAT ARE REGULARLY CARRIED OUT AND NOT RELATED TO ITS PRIMARY MISSION OR PURPOSE. IN THE OPINION OF MANAGEMENT, ANY NET INCOME FROM AN UNRELATED TRADE OR BUSINESS IS NOT MATERIAL TO THE FINANCIAL STATEMENTS TAKEN AS A WHOLE. ACCORDINGLY, A PROVISION FOR FEDERAL OR STATE INCOME TAXES IS NOT RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. U.S. GAAP PRESCRIBE A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE SCHOOL HAS EVALUATED ITS TAX POSITIONS AND THE CERTAINTY AS TO WHETHER THOSE POSITIONS WILL BE SUSTAINED IN THE EVENT OF AN AUDIT BY TAXING AUTHORITIES AT THE FEDERAL AND STATE LEVELS. THE PRIMARY TAX POSITIONS EVALUATED RELATE TO THE SCHOOL'S CONTINUED QUALIFICATION AS A TAX-EXEMPT ORGANIZATION INCLUDING WHETHER THERE ARE SUBSTANTIAL UNRELATED TRADE OR BUSINESS INCOME ACTIVITIES. MANAGEMENT HAS DETERMINED THAT ALL INCOME TAX POSITIONS, BASED ON THE TECHNICAL MERITS OF THE POSITION, WILL MORE-LIKELY-THAN-NOT BE SUSTAINED UPON POTENTIAL AUDIT OR EXAMINATION. THEREFORE, NO DISCLOSURES OF UNCERTAIN INCOME TAX POSITIONS ARE REQUIRED. THE SCHOOL'S INFORMATION RETURNS REMAIN SUBJECT TO EXAMINATION GENERALLY FOR THREE AND FOUR YEARS AFTER THEY WERE FILED FOR FEDERAL AND STATE, RESPECTIVELY. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 66,087. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 66,087. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 POLICIES ARE INCLUDED IN OPEN SOLICITATION MATERIALS AND GENERAL INFORMATION MATERIALS PROVIDED TO INTERESTED APPLICANTS. POLICIES ARE ALSO IN STUDENT AND EMPLOYEE HANDBOOKS. ADS ARE PLACED THROUGH THE EPISCOPAL DIOCESE BROCHURES AND NEWSPAPERS. BENEFIT 156495 98908 57587 24511 10000 20338 1255 9192 MOVIE NIGHT 11113 11113 791 167608 98908 68700 24511 10000 20338 1255 9983 66087 2613 1 FINANCIAL AID AWARDED TO ELIGIBLE STUDENTS 51 364085 BOOK PART I, LINE 2: THE GOODEN SCHOOL'S FINANCIAL AID AWARDS TO ITS STUDENTS ARE APPLIED DIRECTLY TO EACH STUDENT'S TUITION COSTS. X X X 0 0 0 0 0 0 0 0 0 JO-ANNE WOOLNER HEAD OF SCHOOL 200000 0 0 0 0 0 14000 0 36800 0 250800 0 0 0 LAURIE TORTELL ASST. HEAD OF SCHOOL 124584 0 20000 0 0 0 8721 0 22923 0 176228 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE SCHOOL'S INDEPENDENT ACOUNTANT AND PROVIDED TO THE DIRECTOR OF FINANCE AND OPERATIONS FOR REVIEW. THE FORM IS THEN PROVIDED TO THE TREASURER FOR REVIEW. AFTER ACCURACY IS ESTABLISHED, THE FORM IS PROVIDED TO THE FINANCE COMMITTEE FOR REVIEW AND CIRCULATED TO THE ENTIRE BOARD PRIOR TO FILING, WHICH IS THEN EXECUTED BY THE HEAD OF SCHOOL. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE COVERED PERSONS UNDER GOODEN SCHOOL'S CONFLICT OF INTEREST POLICY. NO MEMBER OF THE BOARD OR OFFICER CAN USE HIS/HER POSITION, OR THE KNOWLEDGE GAINED THERE FROM, IN SUCH A MANNER THAT A CONFLICT ARISES BETWEEN THE INTEREST OF THE CORPORATION AND THE PERSONAL, FAMILY OR PECUNIARY INTEREST OF SUCH MEMBER OF THE BOARD OR ONE OF ITS OFFICERS. ALL MEMBERS OF THE BOARD AND ITS OFFICERS HAVE A DUTY TO PLACE THE INTEREST OF THE CORPORATION FOREMOST IN ANY DEALINGS WITH THE CORPORATION, MAY NOT OBTAIN FOR THEMSELVES, THEIR FAMILY OR THEIR AFFILIATES A MATERIAL INTEREST OF ANY KIND FROM THEIR ASSOCIATION WITH THE CORPORATION, AND HAVE A CONTINUING RESPONSIBILITY TO COMPLY WITH THE REQUIREMENTS OF THIS POLICY. IF A MEMBER OF THE BOARD OR OFFICER (OR ANY MEMBER OF THEIR FAMILY) HAS AN INTEREST IN A PROPOSED TRANSACTION WITH THE CORPORATION OR IN ANY ORGANIZATION INVOLVED IN THE PROPOSED TRANSACTION, THEY MUST MAKE FULL DISCLOSURE OF SUCH INTEREST BEFORE ANY DISCUSSION OR NEGOTIATION OF SUCH TRANSACTION. THE CONDUCT OF BUSINESS BETWEEN ANY SUCH MEMBER OF THE BOARD OR OFFICER, OR THEIR FAMILY OR AFFILIATES, AND THE CORPORATION MUST BE DISCLOSED PROMPTLY AND TIMELY IN WRITING TO THE BOARD AND APPROVED IN WRITING BY THE BOARD. A WRITTEN RECORD OF THE DISCLOSURE OF AND DESCRIPTION OF THE CONFLICT, ANY DECISIONS ON SUCH CONFLICT, AND ANY WAIVERS OF SUCH CONFLICTS IS MAINTAINED BY THE BOARD AND BY THE CORPORATION. THE TRUSTEE OR OFFICER WITH THE RELATIONSHIP CAN NOT BE PRESENT FOR AND CAN NOT PARTICIPATE IN ANY DISCUSSION OR VOTE IN CONNECTION WITH THE MATTER. THE EXECUTIVE COMMITTEE, BY A MAJORITY VOTE, HAS THE RIGHT TO SUSPEND TEMPORARILY OR PLACE ON TEMPORARY LEAVE OF ABSENCE ANY MEMBER OF THE BOARD OR ANY OFFICER WHOM THE COMMITTEE DETERMINES IS ACTING INCONSISTENTLY WITH THE REQUIREMENTS OF THE CONFLICT OF INTEREST POLICY. THE BOARD, BY A MAJORITY VOTE, MAY SUSPEND, PLACE ON LEAVE OF ABSENCE OR REMOVE ANY MEMBER OF THE BOARD OR ANY OFFICER WHOM THE BOARD DETERMINES IS ACTING INCONSISTENTLY WITH THE REQUIREMENTS OF THE CONFLICT OF INTEREST POLICY. ANY OFFICER OR MEMBER OF THE BOARD INVOLVED IN AN ISSUE OF WHETHER THEY HAVE OR HAVE NOT COMPLIED WITH THE REQUIREMENTS OF THE CONFLICT OF INTEREST POLICY WILL NOT PARTICIPATE IN THE DISCUSSION OR IN THE VOTE AT EITHER THE EXECUTIVE COMMITTEE OR AT THE BOARD MEETING. NOT LESS THAN ANNUALLY, EACH COVERED PERSON MAKES A WRITTEN DISCLOSURE TO THE CHAIR OF THE GOVERNANCE COMMITTEE CONFIRMING THAT THEY HAVE REVIEWED THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 GOODEN SCHOOL'S BOARD OF TRUSTEES HAS A PROCESS FOR REVIEWING AND APPROVING THE COMPENSATION OF OFFICERS AND KEY EMPLOYEES ON A TRIENNIAL BASIS TO DETERMINE IT IS FAIR AND REASONABLE WITH THE GOAL OF RETAINING EMPLOYEES AT COMPENSATION LEVELS WITHIN APPROPRIATE MARKET RANGE. THE PROCESS FOR DETERMINING THE COMPENSATION PAID TO THE HEAD OF SCHOOL AND KEY EMPLOYEES INCLUDES THE APPROVAL OF THE COMPENSATION ARRANGEMENT IN ADVANCE, BY THE BOARD OF TRUSTEES, WITH ALL PERSONS WITH A CONFLICT OF INTEREST ABSTAINING FROM THE TRUSTEE'S DELIBERATION AND DISCUSSION. THE BOARD REVIEWS COMPARABILITY DATA FOR COMPENSATION LEVELS PAID BY SIMILARLY SITUATED ORGANIZATIONS, BOTH TAX-EXEMPT AND TAXABLE, FOR FUNCTIONALLY COMPARABLE POSITIONS. THE DOCUMENTATION OF THE BOARD INCLUDES THE TERMS OF THE TRANSACTION AND THE DATE OF APPROVAL, THE MEMBERS WHO WERE PRESENT DURING THE DEBATE AND VOTE ON THE TRANSACTION, A DESCRIPTION OF THE COMPARABLE DATA AND HOW IT WAS OBTAINED, AND DOCUMENTATION OF THE BASIS FOR THE DETERMINATION. FORM 990, PART VI, SECTION C, LINE 19 GOODEN SCHOOL MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND TAX RETURNS AVAILABLE TO THE PUBLIC AT THE SCHOOL DURING NORMAL BUSINESS HOURS. HOWEVER, CURRENT TAX LAW DOES NOT REQUIRE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS BE AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 30,031. MANAGEMENT AND GENERAL EXPENSES 20,020. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 50,051. PAYROLL PROCESSING FEE: PROGRAM SERVICE EXPENSES 40,881. MANAGEMENT AND GENERAL EXPENSES 27,254. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 68,135. FORM 990, PART IX, LINE 24E CO-CURRICULAR EXPENSE: PROGRAM SERVICE EXPENSES 21,760. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 21,760. AFTER-SCHOOL PROGRAM: PROGRAM SERVICE EXPENSES 17,021. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17,021. PARENTS ASSOCIATION: PROGRAM SERVICE EXPENSES 15,907. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,907. TAXES & LICENSES: PROGRAM SERVICE EXPENSES 4,466. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,466.