Nonprofit · EIN 94-1156652
SANTA CATALINA SCHOOL
Tax-exempt · MONTEREY, CA 93940
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $31,306,152 | $28,317,301 | $2,988,851 | $127,642,337 | $14,236,220 | $113,406,117 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $6,222,239
- of which government grants
- $2,102,698
- Program service revenue
- $22,314,234
- Investment income
- $2,610,403
- Net rental income
- $101,687
- Net gain from sales of assets
- $1,474,907
- Net income from sales of inventory
- $57,589
- Other revenue
- $159,276
Expenses
- Grants and similar amounts paid
- $4,430,997
- Compensation of officers, directors and key employees
- $1,332,283
- Other salaries and wages
- $9,921,877
- Salaries, compensation and benefits (total)
- $14,805,894
- Professional fundraising fees
- $360
- Legal fees
- $84,655
- Accounting fees
- $93,345
- Occupancy
- $933,698
- Travel
- $57,804
- Depreciation
- $1,944,495
- Program services (functional)
- $21,897,494
- Management and general (functional)
- $5,489,881
- Fundraising (functional)
- $929,926
Balance sheet and other
- Total assets, start of year
- $119,001,847
- Total assets, end of year
- $127,642,337
- Total liabilities, end of year
- $14,236,220
- Net assets, end of year
- $113,406,117
- Land, buildings and equipment
- $41,535,512
- Publicly traded securities
- $26,022,945
- Net assets without donor restrictions
- $53,002,255
- Net assets with donor restrictions
- $60,403,862
- Gross unrelated business income
- -$9,248
- Gross receipts
- $49,433,777
- Employees
- 274
- Volunteers
- 103
- Year formed
- 1950
- 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 |
|---|---|---|---|---|
| DR BARBARA OSTOS | HEAD OF SCHOOL Officer | 40 | $300,659 | $103,485 |
| JOHN AIME | ASSISTANT HEAD OF SCHOOL Key employee | 40 | $204,458 | $21,283 |
| JULIE LENHERR EDSON | HEAD OF UPPER SCHOOL Key employee | 40 | $181,501 | $35,476 |
| JAMIE BUFFINGTON BROWNE | DIRECTOR OF UPPER SCHOOL ADMISSION Key employee | 40 | $161,867 | $47,020 |
| GRETCHEN MUELLER BURKE | DIRECTOR OF DEVELOPMENT Highest-paid employee | 40 | $130,937 | $54,998 |
| RONALD A KELLERMANN | BUSINESS MANAGER Highest-paid employee | 40 | $168,958 | $10,874 |
| FRED WHITE IV | DIRECTOR OF COLLEGE COUNSELING Highest-paid employee | 40 | $119,584 | $37,517 |
| KENDRA KLEIN | DIRECTOR OF ATHLETICS Highest-paid employee | 40 | $122,124 | $23,508 |
| CHRISTY POLLACCI | HEAD OF LOWER/MIDDLE SCHOOL (THRU 9/2024) Highest-paid employee | 40 | $115,813 | $22,262 |
| JODI WISELEY | CHIEF FINANCE & OPERATIONS OFFICER Officer | 40 | $101,358 | $23,710 |
| LAURA LYON | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| BRETT DAVIS COLLINS | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MATTHEW T GIBBS II | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MICHAEL ROFFLER | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| TRACY MILLER HASS | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
18 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LOUISE DIEPENBROCK BAKER | DIRECTOR Trustee or director | 1 | $0 |
| SISTER CLAIRE BARONE | DIRECTOR Trustee or director | 1 | $0 |
| GERARDO DITO BORROMEO | DIRECTOR Trustee or director | 1 | $0 |
| KATHLEEN BROWN | DIRECTOR Trustee or director | 1 | $0 |
| LIA EDWARDS | DIRECTOR Trustee or director | 1 | $0 |
| JON GIFFEN | DIRECTOR Trustee or director | 1 | $0 |
| DR ADRIANA HAYWARD | DIRECTOR Trustee or director | 1 | $0 |
| TRACY A HUEBNER | DIRECTOR Trustee or director | 1 | $0 |
| BROGIIN KEETON | DIRECTOR Trustee or director | 1 | $0 |
| EDWARD KING | DIRECTOR Trustee or director | 1 | $0 |
| KATE BRINKS LATHEN | DIRECTOR Trustee or director | 1 | $0 |
| TINA HANSEN MCENROE | DIRECTOR Trustee or director | 1 | $0 |
| MARY KHASIGIAN NIKSSARIAN | DIRECTOR Trustee or director | 1 | $0 |
| DR KENNETH PEYTON | DIRECTOR Trustee or director | 1 | $0 |
| MARGARET SCATTINI | DIRECTOR Trustee or director | 1 | $0 |
| STEPHEN SCHWERDFEGER | DIRECTOR Trustee or director | 1 | $0 |
| PETER UPHAM | DIRECTOR Trustee or director | 1 | $0 |
| LISA CAVANAUGH WIESE | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1500 MARK THOMAS DR, MONTEREY, CA 93940-5238
- Principal officer (990 for 2024)
- DR BARBARA OSTOS, 1500 MARK THOMAS DRIVE, MONTEREY, CA 93940
- Signed the 990
- DR BARBARA OSTOS, HEAD OF SCHOOL
- Phone
- (831) 655-9300
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
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.
Program accomplishments
- THE ORGANIZATION'S MAIN ACTIVITIES ARE THE OPERATION OF BOTH SANTA CATALINA LOWER AND MIDDLE SCHOOL AND SANTA CATALINA SCHOOL. SANTA CATALINA LOWER AND MIDDLE SCHOOL IS MONTEREY'S PREEMINENT CO-ED DAY SCHOOL FOR STUDENTS IN PRE-KINDERGARTEN - GRADE 8. SANTA CATALINA SCHOOL IS AN EXEMPLARY ALL-GIRLS BOARDING AND DAY SCHOOL IN MONTEREY FOR STUDENTS IN GRADES 9-12.Expenses $21,092,498 · grants $4,430,997 · revenue $21,269,333
- THE ORGANIZATION OPERATES SUMMER AT CATALINA, WHICH IS A SLEEPAWAY & DAY CAMP IN MONTEREY FOR GIRLS AGES 8 - 14. ALL CAMPERS PARTICIPATE IN EXCITING CLASSES, COMMUNITY BUILDING, AND FUN-FILLED CAMP ACTIVITIES.Expenses $804,996 · revenue $1,102,490
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
- 94-1156652
- 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
- 1955
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B200)
- Assets (IRS master file)
- $127,642,337
- Income (IRS master file)
- $49,433,777
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | – | – | – | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | – | – | – | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $25,254,347 | $25,103,738 | $118,312,422 | IRS |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $26,042,328 | $22,940,655 | $108,079,483 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 CATALINA SCHOOL
- What is the EIN of SANTA CATALINA SCHOOL?
- The employer identification number (EIN) of SANTA CATALINA SCHOOL is 94-1156652.
- Is SANTA CATALINA SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1955.
- Are donations to SANTA CATALINA SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SANTA CATALINA 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 CATALINA 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 CATALINA 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 CATALINA SCHOOL?
- The 990 for the year ended June 30, 2025 names DR BARBARA OSTOS.
- Who are the officers and directors of SANTA CATALINA SCHOOL?
- The 990 for the year ended June 30, 2025 lists 33 people; 10 received compensation from the organization, the highest $300,659 (DR BARBARA OSTOS, HEAD OF SCHOOL).
- How much revenue does SANTA CATALINA SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $31,306,152, expenses of $28,317,301 and total assets of $127,642,337 at year end.
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