Nonprofit · EIN 94-1461062
THE YORK SCHOOL
Tax-exempt · MONTEREY, CA 93940
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $8,537,552 | $10,371,125 | -$1,833,573 | $19,395,575 | $3,547,902 | $15,847,673 |
| June 30, 2024 | 990 | $8,492,950 | $9,780,601 | -$1,287,651 | $19,920,530 | $3,553,321 | $16,367,209 |
| June 30, 2023 | 990 | $8,794,040 | $10,278,182 | -$1,484,142 | $20,584,164 | $3,885,589 | $16,698,575 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,047,226
- Program service revenue
- $7,114,668
- Investment income
- $359,135
- Net rental income
- $8,780
- Net gain from sales of assets
- $1,299
- Other revenue
- $16,523
Expenses
- Grants and similar amounts paid
- $2,614,088
- Compensation of officers, directors and key employees
- $543,334
- Other salaries and wages
- $3,217,689
- Salaries, compensation and benefits (total)
- $4,635,549
- Professional fundraising fees
- $0
- Occupancy
- $261,895
- Travel
- $62,374
- Depreciation
- $428,170
- Program services (functional)
- $7,656,527
- Management and general (functional)
- $2,179,833
- Fundraising (functional)
- $534,765
Balance sheet and other
- Total assets, start of year
- $19,920,530
- Total assets, end of year
- $19,395,575
- Total liabilities, end of year
- $3,547,902
- Net assets, end of year
- $15,847,673
- Land, buildings and equipment
- $4,896,482
- Publicly traded securities
- $13,124,776
- Net assets without donor restrictions
- $2,290,960
- Net assets with donor restrictions
- $13,556,713
- Gross receipts
- $10,203,164
- Employees
- 55
- Volunteers
- 30
- Year formed
- 1959
- 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 |
|---|---|---|---|---|
| DOUGLAS KEY | HEAD OF SCHOOL Officer | 50 | $293,549 | $16,921 |
| JONATHAN ZELJO | ASSISTANT HOS | 40 | $149,321 | $8,153 |
| JEFFREY HANNA | FACULTY | 40 | $112,680 | $10,410 |
| SCOT L JOHNSON | FACULTY | 40 | $105,099 | $9,078 |
| STEVE A PETER | FACULTY | 40 | $104,675 | $8,190 |
| JENNY M NADANER | DIR WORD LANGUAGE | 40 | $105,663 | $6,182 |
| PATRICIA DOON | DIR OF FIN 8.24 Officer | 40 | $101,860 | $5,389 |
| RICH HAMILTON | Treasurer Trustee or director, Officer | 5 | $0 | $0 |
| NORELLE BOYCE | Chair Trustee or director, Officer | 5 | $0 | $0 |
| MARK KERMAN | VICE CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| KEN SCATES | Secretary Trustee or director, Officer | 5 | $0 | $0 |
| LOUIE DIAZ-INFANTE | Trustee Trustee or director | 2 | $0 | $0 |
| BRENDA ARONOWITZ | Trustee Trustee or director | 2 | $0 | $0 |
| COLLEEN BAILEY | Trustee Trustee or director | 2 | $0 | $0 |
| PAUL MATSUI | Trustee Trustee or director | 2 | $0 | $0 |
16 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PEGGY DOWNES BASKIN | Trustee Trustee or director | 2 | $0 |
| HEATHER OLIVER | Trustee Trustee or director | 2 | $0 |
| EDDIE TAKASHIMA | Trustee Trustee or director | 2 | $0 |
| SARA BROWN | Trustee Trustee or director | 2 | $0 |
| LUCINDA BETH ASHBY | Trustee Trustee or director | 2 | $0 |
| CHERYL HEYERMANN | Trustee Trustee or director | 2 | $0 |
| ELLEN GAUCHER | Trustee Trustee or director | 2 | $0 |
| MARIANNE GAWAIN | Trustee Trustee or director | 2 | $0 |
| JENNY KANTER | Trustee Trustee or director | 2 | $0 |
| CHRISTINE LEE | Trustee Trustee or director | 2 | $0 |
| DANIELLE MCSHANE | Trustee Trustee or director | 2 | $0 |
| JIM TUNNEY | Trustee Trustee or director | 2 | $0 |
| STEVE WEBSTER | Trustee Trustee or director | 2 | $0 |
| TOM WEBSTER | Trustee Trustee or director | 2 | $0 |
| ROBERT WEIL | Trustee Trustee or director | 2 | $0 |
| JAIME ZALDIVAR | Trustee Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 22 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DOUGLAS KEY | HEAD OF SCHOOL Officer | 50 | $220,816 | $50,246 |
| ERIN WHITE | DIR PHILANTHROPY | 40 | $140,747 | $20,432 |
| GRETCHEN THOMPSON | FACULTY | 40 | $131,616 | $11,235 |
| JONATHAN ZELJO | ASSISTANT HOS | 40 | $124,186 | $17,189 |
| MICHAEL BORROWMAN | FACULTY | 40 | $102,914 | $18,684 |
| PATRICIA DOON | DIR OF FIN 6.24 Officer | 40 | $90,965 | $8,910 |
| FANA OLDFIELD | DIR OF FIN 6.23 Officer | 40 | $77,315 | $11,349 |
| TERRY CASH | DIR OF FINANCE Officer | 40 | $23,712 | $320 |
| RICH HAMILTON | Treasurer Trustee or director, Officer | 5 | $0 | $0 |
| NORELLE BOYCE | Chair Trustee or director, Officer | 10 | $0 | $0 |
| MARK KERMAN | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| KEN SCATES | Secretary Trustee or director, Officer | 5 | $0 | $0 |
| LOUIE DIAZ-INFANTE | Trustee Trustee or director | 2 | $0 | $0 |
| AMY GRAMES | Trustee Trustee or director | 2 | $0 | $0 |
| DEBBIE HALE | Trustee Trustee or director | 2 | $0 | $0 |
| CHRISTINA LEE | Trustee Trustee or director | 2 | $0 | $0 |
| PAUL MATSUI | Trustee Trustee or director | 2 | $0 | $0 |
| BEN NURSE | Trustee Trustee or director | 2 | $0 | $0 |
| HEATHER OLIVER | Trustee Trustee or director | 2 | $0 | $0 |
| EDDIE TAKAsHIMA | Trustee Trustee or director | 2 | $0 | $0 |
| SCOTT FUJITA | Trustee Trustee or director | 2 | $0 | $0 |
| LUCINDA BETH ASHBY | Trustee Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 27 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DOUGLAS KEY | HEAD OF SCHOOL Officer | 50 | $241,479 | $40,782 |
| FANA OLDFIELD | DIR. OF FINANCE & OPER. (THRU 6/23) Officer | 50 | $166,807 | $20,362 |
| ERIN WHITE | DIRECTOR OF PHILANTHROPY Highest-paid employee | 40 | $154,558 | $19,878 |
| JONATHAN ZELJO | DIRECTOR OF TEACHING & LEARNING Highest-paid employee | 40 | $126,730 | $16,893 |
| KEVIN BROOKHOUSER | DIRECTOR OF TECHNOLOGY Highest-paid employee | 40 | $118,694 | $18,085 |
| MICHAEL BORROWMAN | FACULTY Highest-paid employee | 40 | $114,439 | $16,279 |
| PAMELA DURKEE | FACULTY Highest-paid employee | 40 | $102,692 | $16,434 |
| PATRICIA DOON | DIRECTOR OF FINANCE & OPERATIONS Officer | 50 | $0 | $0 |
| NORELLE BOYCE | CHAIRMAN Trustee or director, Officer | 10 | $0 | $0 |
| GIFF LEHMAN | VICE PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
| RICH HAMILTON | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| GREG JAMISON | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| JAVIER ALDAPE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| LUCINDA ASHBY | EX OFFICIO TRUSTEE Trustee or director | 2 | $0 | $0 |
| SCOTT FUJITA | EX OFFICIO TRUSTEE Trustee or director | 2 | $0 | $0 |
| ELLEN GAUCHER | TRUSTEE Trustee or director | 2 | $0 | $0 |
| DEBBIE HALE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| PAUL MATSUI | TRUSTEE Trustee or director | 2 | $0 | $0 |
| BEN NURSE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| EDDIE TAKASHIMA | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ANA TOLEDO | TRUSTEE (THRU 4/2023) Trustee or director | 2 | $0 | $0 |
| LOUIE DIAZ-INFANTE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| AMY GRAMES | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MARK KERMAN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| CHRISTINE LEE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| HEATHER OLIVER | CO CHAIR OF PHILANTHROPY & COMM. PSHIP COMMITTEE Trustee or director | 2 | $0 | $0 |
| KEN SCATES | BUILDING & GROUNDS COMMITTEE CHAIR Trustee or director | 5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 9501 YORK RD, MONTEREY, CA 93940-6522
- In care of
- % CHARLES V HARMON
- Principal officer (990 for 2024)
- RICH HAMILTON, 9501 YORK ROAD, MONTEREY, CA 93940
- Signed the 990
- RICH HAMILTON, Treasurer
- Phone
- (831) 372-7338
- Website
- YORK.ORG
- Return prepared by
- West Rhode & Roberts
California records
California keeps its own records of charities and corporations. Search them by EIN 94-1461062 or by the name THE YORK 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
YORK SCHOOL IS AN AWARD-WINNING, PRIVATE, COED COLLEGE-PREP SCHOOL FOR GRADES 8-12, THAT DEVELOPS CONFIDENT AND AUTHENTIC LEADERS. WE OFFER AN ACADEMICALLY CHALLENGING EXPERIENTIAL PROGRAM FOR BRIGHT, KIND, AND DRIVEN STUDENTS IN AN INCLUSIVE, DIVERSE COMMUNITY.
Program accomplishments
- OFFER RIGOROUS ACADEMIC PROGRAMS, ROBUST ATHLETIC TRAINING, AND INNOVATIVE VISUAL AND PERFORMING ARTS EDUCATION TO STUDENTS IN GRADES 8-12.Expenses $7,656,527 · grants $2,614,088 · revenue $7,122,411
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
- 94-1461062
- 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
- 2014
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B24)
- Assets (IRS master file)
- $19,395,575
- Income (IRS master file)
- $10,203,164
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $8,537,552 | $10,371,125 | $19,395,575 | IRS |
| 990 | June 2024 | $8,492,950 | $9,780,601 | $19,920,530 | IRS |
| 990 | June 2023 | $8,794,040 | $10,278,182 | $20,584,164 | IRS |
| 990 | June 2022 | $10,766,160 | $9,871,129 | $21,119,645 | 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 94-1461062).
Questions about THE YORK SCHOOL
- What is the EIN of THE YORK SCHOOL?
- The employer identification number (EIN) of THE YORK SCHOOL is 94-1461062.
- Is THE YORK SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to THE YORK SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE YORK 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 THE YORK 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 THE YORK 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 THE YORK SCHOOL?
- The 990 for the year ended June 30, 2025 names RICH HAMILTON.
- Who are the officers and directors of THE YORK SCHOOL?
- The 990 for the year ended June 30, 2025 lists 31 people; 7 received compensation from the organization, the highest $293,549 (DOUGLAS KEY, HEAD OF SCHOOL).
- How much revenue does THE YORK SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $8,537,552, expenses of $10,371,125 and total assets of $19,395,575 at year end.
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