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Nonprofit · EIN 77-0179533

SANTA LUCIA SCHOOL

Tax-exempt · TEMPLETON, CA 93465

Financials

$625K$450K2023$416K$462K2024
Revenue Expenses · by fiscal year end
Financials of SANTA LUCIA SCHOOL by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$416,136$461,902-$45,766$524,241$225,001$299,240
June 30, 2024990$624,995$450,434$174,561$582,706$237,704$345,002
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$24,874
Program service revenue
$354,512
Investment income
$0
Net income from fundraising events
$36,750
Other revenue
$36,750

Expenses

Grants and similar amounts paid
$2,369
Benefits paid to members
$19,537
Other salaries and wages
$314,342
Salaries, compensation and benefits (total)
$338,252
Professional fundraising fees
$0
Legal fees
$2,213
Accounting fees
$3,385
Occupancy
$48,734
Depreciation
$12,244
Program services (functional)
$439,432
Management and general (functional)
$22,470

Balance sheet and other

Total assets, start of year
$582,706
Total assets, end of year
$524,241
Total liabilities, end of year
$225,001
Net assets, end of year
$299,240
Land, buildings and equipment
$387,408
Publicly traded securities
$434
Gross receipts
$422,483
Employees
0
Year formed
1995
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.

NameTitleHours / weekCompensation
DARCY BRADYPRESIDENT
Officer
1$0
KRISTINA PETITVICE PRESIDENT
Officer
1$0
ERIK HORMANNFACILITIES
Officer
1$0
ERIC HUGHESSECRETARY
Officer
1$0
SARAH CARDINALIMEMBER AT LARGE
Officer
1$0
KELSEY KEHOEMEMBER AT LARGE
Officer
1$0
SAGE PERAMEMBER AT LARGE
Officer
1$0
RUDY WANNTREASURER
Officer
1$0
990 for the year ended June 30, 2024: 6 people
NameTitleHours / weekCompensation
DARCY BRADYPRESIDENT
Officer
1$0
KRISTINA PETITSECRETARY
Officer
1$0
ERIK HORMANNTREASURER
Officer
1$0
ERIC HUGHESFACILITIES
Officer
1$0
SEAN QUINNMEMBER AT LARGE
Officer
1$0
AMY HORMANNMEMBER AT LARGE
Officer
1$0

Address and contacts

Address (IRS master file)
1460 PLUM ORCHARD LN, TEMPLETON, CA 93465-3610
In care of
% STACY BURK
Principal officer (990 for 2024)
AMY HORMANN, 1460 PLUM ORCHARD LANE, TEMPLETON, CA 93465
Signed the 990
AMY HORMANN, SCHOOL ADMINISTRATOR
Phone
(805) 434-2217
Return prepared by
H AND R BLOCK

Mission

TO PROVIDE INSTRUCTION IN ELEMENTARY EDUCATION WHICH FOCUSES ON HOLISTIC PHILOSOPHIES AND PRACTICES FOR STUDENTS THROUGH THE 8TH GRADE

990 for the year ended June 30, 2025

Program accomplishments

  • TO PROVIDE INSTRUCTION IN ELEMENTARY EDUCATION WHICH FOCUSES ON HOLISTIC PHILOSOPHIES AND PRACTICES FOR STUDENTS THROUGH THE 8TH GRADE

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
77-0179533
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 (B20Z)
Assets (IRS master file)
$524,241
Income (IRS master file)
$422,483

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025–––IRS
990June 2024–––IRS
990June 2023$376,978$394,517$517,059IRS
990June 2022–––IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about SANTA LUCIA SCHOOL

What is the EIN of SANTA LUCIA SCHOOL?
The employer identification number (EIN) of SANTA LUCIA SCHOOL is 77-0179533.
Is SANTA LUCIA SCHOOL tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
Are donations to SANTA LUCIA SCHOOL tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does SANTA LUCIA 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 SANTA LUCIA 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 SANTA LUCIA 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 SANTA LUCIA SCHOOL?
The 990 for the year ended June 30, 2025 names AMY HORMANN.
Who are the officers and directors of SANTA LUCIA SCHOOL?
The 990 for the year ended June 30, 2025 lists 8 people; 0 received compensation from the organization.
How much revenue does SANTA LUCIA SCHOOL have?
On its 990 for the year ended June 30, 2025 it reported revenue of $416,136, expenses of $461,902 and total assets of $524,241 at year end.

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