Nonprofit · EIN 33-0729698
SAGE HILL SCHOOL
Tax-exempt · NEWPORT BEACH, CA 92657
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $42,733,653 | $34,896,174 | $7,837,479 | $201,731,966 | $79,375,954 | $122,356,012 |
| June 30, 2024 | 990 | $46,257,773 | $31,910,649 | $14,347,124 | $147,702,095 | $36,764,261 | $110,937,834 |
| June 30, 2023 | 990 | $29,725,445 | $29,740,415 | -$14,970 | $128,076,766 | $35,598,001 | $92,478,765 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $6,669,576
- Program service revenue
- $32,713,445
- Investment income
- $3,448,921
- Net rental income
- $38,744
- Net gain from sales of assets
- $384,396
- Net income from fundraising events
- -$226,187
- Other revenue
- -$98,289
Expenses
- Grants and similar amounts paid
- $3,639,682
- Compensation of officers, directors and key employees
- $1,386,582
- Other salaries and wages
- $14,344,147
- Salaries, compensation and benefits (total)
- $19,435,449
- Professional fundraising fees
- $0
- Legal fees
- $91,559
- Accounting fees
- $69,882
- Occupancy
- $673,602
- Depreciation
- $2,860,188
- Program services (functional)
- $27,242,491
- Management and general (functional)
- $6,003,283
- Fundraising (functional)
- $1,650,400
Balance sheet and other
- Total assets, start of year
- $147,702,095
- Total assets, end of year
- $201,731,966
- Total liabilities, end of year
- $79,375,954
- Net assets, end of year
- $122,356,012
- Land, buildings and equipment
- $81,119,076
- Publicly traded securities
- $66,550,877
- Net assets without donor restrictions
- $92,720,694
- Net assets with donor restrictions
- $29,635,318
- Gross receipts
- $56,212,818
- Employees
- 208
- Volunteers
- 300
- Year formed
- 1996
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PATRICIA MERZ | HEAD OF SCHOOL Officer | 40 | $950,102 | $222,428 |
| JILL LIVERMORE | CFOO Officer | 40 | $333,991 | $28,683 |
| MATTHEW BALOSSI | ASSISTANT HEAD OF SCHOOL Highest-paid employee | 40 | $240,305 | $106,833 |
| MATTHEW SAHLIN | DIRECTOR OF ADVANCEMENT Highest-paid employee | 40 | $224,450 | $29,483 |
| PETER JORDAN | DIRECTOR OF ADMISSIONS AND FINANCIAL AID Highest-paid employee | 40 | $195,909 | $53,792 |
| SANAN SHIRINIAN | DIRECTOR OF SAGE CENTER Highest-paid employee | 40 | $206,711 | $22,616 |
| BRIAN MCMAHON | ARTS DEPARTMENT FACULTY & DEPARTMENT CHAIR Highest-paid employee | 40 | $182,447 | $40,999 |
| MIKE BOLEN | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| RICK LOWE | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| SUDESH MARIAPPA | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| RICHARD LEE | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| PRIYAN CHANDRARATNA | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CHRISTOPHER CUFF | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MOHIT MITTAL | TRUSTEE Trustee or director | 1 | $0 | $0 |
| TOM ORRADRE | TRUSTEE Trustee or director | 1 | $0 | $0 |
8 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| COLLEEN RIVERS | TRUSTEE Trustee or director | 1 | $0 |
| KIM STOBART | TRUSTEE Trustee or director | 1 | $0 |
| KATHY WILK | TRUSTEE Trustee or director | 1 | $0 |
| ALICE XU | TRUSTEE Trustee or director | 1 | $0 |
| TYLER HU | TRUSTEE Trustee or director | 1 | $0 |
| JENNIFER LEE | TRUSTEE Trustee or director | 1 | $0 |
| LANEY TUCKER | TRUSTEE Trustee or director | 1 | $0 |
| ARMIN ZERZA | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 24 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PATRICIA MERZ | HEAD OF SCHOOL Officer | 40 | $754,688 | $184,944 |
| MATTHEW BALOSSI | ASSISTANT HEAD OF SCHOOL Highest-paid employee | 40 | $235,858 | $120,452 |
| JILL LIVERMORE | CFOO Officer | 40 | $323,373 | $26,887 |
| MATTHEW SAHLIN | DIRECTOR OF ADVANCEMENT Highest-paid employee | 40 | $219,757 | $27,282 |
| PETER JORDAN | DIRECTOR OF ADMISSIONS Highest-paid employee | 40 | $198,720 | $46,821 |
| SANAN SHIRINIAN | DIRECTOR OF SAGE CENTER Highest-paid employee | 40 | $195,122 | $21,272 |
| DOMINIC CAMPEAU | DEAN OF SCHOOL LIFE Highest-paid employee | 40 | $173,640 | $12,001 |
| MIKE BOLEN | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| RICK LOWE | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| SUDESH MARIAPPA | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| RICHARD LEE | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| PRIYAN CHANDRARATNA | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DOUG COLLIER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CHRISTOPHER CUFF | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MOHIT MITTAL | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SANDY IRANI | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARK MURRAY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| TOM ORRADRE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| COLLEN RIVERS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KIM STOBART | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SCOTT WEINER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KATHY WILK | TRUSTEE Trustee or director | 1 | $0 | $0 |
| VAN WILSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ALICE XU | TRUSTEE Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 25 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PATRICIA MERZ | HEAD OF SCHOOL Officer | 40 | $659,555 | $177,369 |
| JILL LIVERMORE | CHIEF FINANCIAL OFFICER Officer | 40 | $295,936 | $23,734 |
| MATTHEW BALOSSI | ASSISTANT HEAD OF SCHOOL Highest-paid employee | 40 | $205,565 | $87,860 |
| PETER JORDAN | DIRECTOR OF ADMISSIONS Highest-paid employee | 40 | $181,704 | $41,319 |
| SANAN SHIRINIAN | SAGE CENTER DIRECTOR Highest-paid employee | 40 | $184,900 | $18,216 |
| GEORGE F SMITH | DIRECTOR OF COLLEGE COUNSELING Highest-paid employee | 40 | $155,701 | $22,316 |
| BRIAN MCMAHON | FACULTY Highest-paid employee | 40 | $159,435 | $14,955 |
| MIKE BOLEN | BOARD CHAIR Trustee or director, Officer | 40 | $0 | $0 |
| RICHARD LEE | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| RICK LOWE | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| SUDESH MARIAPPA | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| PRIYAN CHANDRARATNA | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DOUG COLLIER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CHRISTOPHER CUFF | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DAVID FISHMAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SANDY IRANI | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARK MURRAY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| TOM ORRADRE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| COLLEN RIVERS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KIM STOBART | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SCOTT WEINER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KATHY WILK | TRUSTEE Trustee or director | 1 | $0 | $0 |
| VAN WILSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ALICE XU | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MOHIT MITTAL | TRUSTEE Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 20402 NEWPORT COAST DR, NEWPORT BEACH, CA 92657-0300
- In care of
- % KARINA HAMILTON
- Principal officer (990 for 2024)
- PATRICIA MERZ, 20402 NEWPORT COAST DRIVE, NEWPORT COAST, CA 92657
- Signed the 990
- JILL LIVERMORE, CFOO
- Phone
- (949) 219-1310
- Website
- WWW.SAGEHILLSCHOOL.ORG
- Return prepared by
- CLIFTONLARSONALLEN LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0729698 or by the name SAGE HILL SCHOOL.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
WE INSPIRE IN OUR STUDENTS A LOVE OF KNOWLEDGE AND THE ABILITY TO USE THAT KNOWLEDGE CREATIVELY, COMPASSIONATELY AND COURAGEOUSLY THROUGHOUT THEIR LIVES.SAGE HILL SCHOOL'S COMMITMENT TO ACADEMIC EXCELLENCE AND OUR OUTSTANDING COLLEGE PREPARATION HAVE PROVIDED A TRANSFORMATIVE EXPERIENCE FOR OUR STUDENTS. ACADEMIC EXCELLENCE - SAGE HILL OFFERS A RIGOROUS, COMPREHENSIVE CURRICULUM THAT CHALLENGES AND INSPIRES STUDENTS TO TAKE RISKS, THINK CRITICALLY, AND USE WHAT THEY LEARN IN CLASS IN THE WORLD BEYOND OUR CAMPUS. OUR WORLD-CLASS EDUCATORS TEACH CLASSES THAT AVERAGE SIXTEEN STUDENTS AND FOSTER CURIOSITY, DISCOVERY, AND A PASSION FOR LEARNING.
Program accomplishments
- SAGE HILL SCHOOL IS AN INDEPENDENT HIGH SCHOOL LOCATED ON 30 ACRES IN NEWPORT COAST, CALIFORNIA. THE SCHOOL PROVIDES MORE THAN 560 STUDENTS WITH SMALL CLASS SIZES THAT AVERAGE 16 STUDENTS PER TEACHER, OUTSTANDING ACADEMIC CURRICULA AND A DEDICATED TEAM OF COLLEGE COUNSELORS. THE SCHOOL OFFERS ITS STUDENTS A RICH AND DYNAMIC CURRICULUM THAT PROMOTES CRITICAL THINKING, COLLABORATION, AND CREATIVITY. OUTSIDE THE CLASSROOM, STUDENTS ARE ENCOURAGED TO PARTICIPATE IN ATHLETICS, EXPLORE THEIR ARTISTIC ABILITIES, AND ENGAGE IN THE WORLD BEYOND THE CAMPUS THROUGH SERVICE TO THE COMMUNITY, INTERNSHIPS AND EDUCATIONAL TRAVEL.Expenses $27,242,491 · grants $3,639,682 · revenue $32,713,445
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 33-0729698
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1997
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B200)
- Assets (IRS master file)
- $201,731,966
- Income (IRS master file)
- $56,212,818
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $42,733,653 | $34,896,174 | $201,731,966 | IRS |
| 990 | June 2024 | $46,257,773 | $31,910,649 | $147,702,095 | IRS |
| 990 | June 2023 | $29,725,445 | $29,740,415 | $128,076,766 | XML |
| 990 | June 2022 | $33,768,910 | $26,906,820 | $122,602,279 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 33-0729698).
Questions about SAGE HILL SCHOOL
- What is the EIN of SAGE HILL SCHOOL?
- The employer identification number (EIN) of SAGE HILL SCHOOL is 33-0729698.
- Is SAGE HILL SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to SAGE HILL SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SAGE HILL SCHOOL file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SAGE HILL SCHOOL due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SAGE HILL SCHOOL last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SAGE HILL SCHOOL?
- The 990 for the year ended June 30, 2025 names PATRICIA MERZ.
- Who are the officers and directors of SAGE HILL SCHOOL?
- The 990 for the year ended June 30, 2025 lists 23 people; 7 received compensation from the organization, the highest $950,102 (PATRICIA MERZ, HEAD OF SCHOOL).
- How much revenue does SAGE HILL SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $42,733,653, expenses of $34,896,174 and total assets of $201,731,966 at year end.
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