Nonprofit · EIN 94-1633387
THE NUEVA SCHOOL
Tax-exempt · HILLSBOROUGH, CA 94010
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $87,642,273 | $74,916,719 | $12,725,554 | $304,124,377 | $94,367,021 | $209,757,356 |
| June 30, 2024 | 990 | $76,602,210 | $70,467,939 | $6,134,271 | $292,968,273 | $92,360,407 | $200,607,866 |
| June 30, 2023 | 990 | $73,973,737 | $65,071,161 | $8,902,576 | $279,856,736 | $90,989,491 | $188,867,245 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $14,161,474
- Program service revenue
- $60,696,737
- Investment income
- $12,720,990
- Net gain from sales of assets
- $10,533,261
- Net income from fundraising events
- $63,072
- Other revenue
- $63,072
Expenses
- Grants and similar amounts paid
- $8,405,831
- Compensation of officers, directors and key employees
- $1,523,735
- Other salaries and wages
- $27,843,210
- Salaries, compensation and benefits (total)
- $37,036,947
- Professional fundraising fees
- $0
- Legal fees
- $135,761
- Accounting fees
- $81,100
- Occupancy
- $7,139,119
- Travel
- $49,040
- Depreciation
- $5,323,949
- Program services (functional)
- $59,228,501
- Management and general (functional)
- $13,975,620
- Fundraising (functional)
- $1,712,598
Balance sheet and other
- Total assets, start of year
- $292,968,273
- Total assets, end of year
- $304,124,377
- Total liabilities, end of year
- $94,367,021
- Net assets, end of year
- $209,757,356
- Land, buildings and equipment
- $162,491,488
- Publicly traded securities
- $56,922,686
- Net assets without donor restrictions
- $123,993,091
- Net assets with donor restrictions
- $85,764,265
- Gross receipts
- $107,029,977
- Employees
- 380
- Volunteers
- 150
- Year formed
- 1966
- 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 |
|---|---|---|---|---|
| LEE FERTIG | HEAD OF SCHOOL Officer | 40 | $705,009 | $167,570 |
| TERRY LEE | ASSOCIATE HEAD OF SCHOOL Officer | 40 | $606,932 | $44,223 |
| JOHN GAVIN BRADLEY | DIRECTOR OF COLLEGE COUNSELING Highest-paid employee | 40 | $258,636 | $24,420 |
| LAUREN POOL | DIRECTOR OF TEACHING & LEARNING Highest-paid employee | 40 | $251,027 | $20,876 |
| BRETT DYER | DIR OF FINANCE & ADMINISTRATION Highest-paid employee | 40 | $241,143 | $27,618 |
| TARYN GROGAN | DIR OF ENROLLMENT & STRAT ENGMT Highest-paid employee | 40 | $228,431 | $15,990 |
| MEGAN TERRA | LOWER SCHOOL DIVISION HEAD Highest-paid employee | 40 | $218,870 | $16,185 |
| PUJA KAUL | CO-CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| HOON CHO | CO-CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JANET CHESTON | CO-VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| DERRICK BOLTON | CO-VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| KEVIN LYNCH | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| PETER BLAUSTEIN | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| MEI CHEN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BRUCE COZADD | TRUSTEE Trustee or director | 1 | $0 | $0 |
10 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHLEEN DONOHUE | TRUSTEE Trustee or director | 1 | $0 |
| BONNIE FOUGHT | TRUSTEE Trustee or director | 1 | $0 |
| ROBERT FRANK | TRUSTEE Trustee or director | 1 | $0 |
| LOUISA GILLETT | TRUSTEE Trustee or director | 1 | $0 |
| MARY HYNES | TRUSTEE Trustee or director | 1 | $0 |
| GERALD RISK | TRUSTEE Trustee or director | 1 | $0 |
| JODY SIEVERS | TRUSTEE Trustee or director | 1 | $0 |
| ANN WILSON GREEN | TRUSTEE Trustee or director | 1 | $0 |
| LEILA JOHANSSON | TRUSTEE Trustee or director | 1 | $0 |
| CHRISTOPHER SUN | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 32 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LEE FERTIG | HEAD OF SCHOOL Officer | 40 | $622,561 | $179,704 |
| TERRY LEE | ASSOCIATE HEAD OF SCHOOL Officer | 40 | $573,494 | $40,476 |
| DIANE ROSENBERG | FORMER HEAD OF SCHOOL Former | 0 | $321,897 | $0 |
| LIZA RAYNAL | UPPER SCHOOL DIVISION HEAD Highest-paid employee | 40 | $199,581 | $108,239 |
| KAREN TIEGEL | MIDDLE SCHOOL DIVISION HEAD Highest-paid employee | 40 | $152,574 | $132,678 |
| MEGAN TERRA | LOWER SCHOOL DIVISION HEAD Highest-paid employee | 40 | $228,230 | $40,639 |
| JOHN GAVIN BRADLEY | DIRECTOR OF COLLEGE COUNSELING Highest-paid employee | 40 | $248,534 | $19,252 |
| TARYN GROGAN | DIR OF ENROLLMENT & STRAT ENGMT Highest-paid employee | 40 | $218,701 | $45,225 |
| KATHLEEN DONOHUE | CO-CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| HOON CHO | CO-CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JANET CHESTON | VICE CO-CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| PUJA KAUL | VICE CO-CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| KEVIN LYNCH | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| PETER BLAUSTEIN | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| BRUCE COZADD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MEI CHEN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ALLISON ROUSE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ANN WILSON GREEN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BONNIE FOUGHT | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CHRISTOPHER SUN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DERRICK BOLTON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| GERALD RISK | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JODY SIEVERS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KAT ALFOND | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KRISTINA PHIPPS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LEILA JOHANSSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LOUISA GILLETT | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARC TARPENNING | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARY HYNES | TRUSTEE Trustee or director | 1 | $0 | $0 |
| RICK HOLMSTROM | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ROBERT FRANK | TRUSTEE Trustee or director | 1 | $0 | $0 |
| TAMMY CROWN | TRUSTEE Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 33 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LEE FERTIG | HEAD OF SCHOOL Officer | 40 | $533,435 | $190,785 |
| TERRY LEE | ASSOCIATE HEAD OF SCHOOL Officer | 40 | $547,468 | $34,108 |
| DIANE ROSENBERG | FORMER HEAD OF SCHOOL Former | 0 | $547,275 | $0 |
| LIZA RAYNAL | UPPER SCHOOL DIVISION HEAD Highest-paid employee | 40 | $187,703 | $113,191 |
| JOHN GAVIN BRADLEY | DIRECTOR OF COLLEGE COUNSELING Highest-paid employee | 40 | $233,174 | $12,478 |
| BRETT DYER | DIRECTOR OF FINANCE & ADMIN Highest-paid employee | 40 | $217,067 | $14,851 |
| TARYN GROGAN | DIRECTOR OF ADMISSIONS Highest-paid employee | 40 | $220,165 | $10,978 |
| JOSEPH CHEESEMAN | DIRECTOR OF DEVELOPMENT Highest-paid employee | 40 | $198,062 | $21,354 |
| KATHLEEN DONOHUE | CO-CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| HOON CHO | CO-CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JANET CHESTON | VICE CO-CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| PUJA KAUL | VICE CO-CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| KEVIN LYNCH | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| PETER BLAUSTEIN | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| BRUCE COZADD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MEI CHEN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ALLISON ROUSE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ANN WILSON GREEN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BONNIE FOUGHT | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CHRISTOPHER SUN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DERRICK BOLTON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| GERALD RISK | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JODY SIEVERS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KAT ALFOND | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KRISTINA PHIPPS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LEILA JOHANSSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LEON KUAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LOUISA GILLETT | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARC TARPENNING | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARY HYNES | TRUSTEE Trustee or director | 1 | $0 | $0 |
| RICK HOLMSTROM | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ROBERT FRANK | TRUSTEE Trustee or director | 1 | $0 | $0 |
| TAMMY CROWN | TRUSTEE Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 6565 SKYLINE BLVD, HILLSBOROUGH, CA 94010-6221
- Principal officer (990 for 2024)
- LEE FERTIG, 6565 SKYLINE BLVD, HILLSBOROUGH, CA 94010
- Signed the 990
- TERRY LEE, ASSOCIATE HEAD OF SCHOOL
- Phone
- (650) 350-4600
- Website
- WWW.NUEVASCHOOL.ORG
- Return prepared by
- HOOD & STRONG LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-1633387 or by the name THE NUEVA 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
OUR SCHOOL COMMUNITY INSPIRES PASSION FOR LIFELONG LEARNING, FOSTERS SOCIAL AND EMOTIONAL ACUITY AND DEVELOPS THE STUDENT'S IMAGINATIVE MIND.
Program accomplishments
- SEE SCHEDULE O.Expenses $59,228,501 · grants $8,405,831 · revenue $60,696,737
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
- 94-1633387
- 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
- 1967
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B240)
- Assets (IRS master file)
- $304,124,377
- Income (IRS master file)
- $107,029,977
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $87,642,273 | $74,916,719 | $304,124,377 | IRS |
| 990 | June 2024 | $76,602,210 | $70,467,939 | $292,968,273 | IRS |
| 990 | June 2023 | $73,973,737 | $65,071,161 | $279,856,736 | IRS |
| 990 | June 2022 | $88,478,791 | $60,466,994 | $263,030,582 | 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 94-1633387).
Questions about THE NUEVA SCHOOL
- What is the EIN of THE NUEVA SCHOOL?
- The employer identification number (EIN) of THE NUEVA SCHOOL is 94-1633387.
- Is THE NUEVA SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1967.
- Are donations to THE NUEVA SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE NUEVA 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 NUEVA 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 NUEVA 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 NUEVA SCHOOL?
- The 990 for the year ended June 30, 2025 names LEE FERTIG.
- Who are the officers and directors of THE NUEVA SCHOOL?
- The 990 for the year ended June 30, 2025 lists 25 people; 7 received compensation from the organization, the highest $705,009 (LEE FERTIG, HEAD OF SCHOOL).
- How much revenue does THE NUEVA SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $87,642,273, expenses of $74,916,719 and total assets of $304,124,377 at year end.
Other nonprofits in HILLSBOROUGH
- CRYSTAL SPRINGS UPLANDS SCHOOL EIN 94-1247265 · last filed 990 for 2025
- HILLSBOROUGH SCHOOLS FOUNDATION EIN 94-2634550 · last filed 990 for 2025
- BRIDGE SCHOOL EIN 95-4068784 · last filed 990 for 2025
- ASSOCIATED PARENTS GROUPS OF HILLSBOROUGH INC EIN 94-2403888 · last filed 990 for 2025
- ZHENG FAMILY FOUNDATION EIN 99-4455190 · last filed 990-PF for 2026
- INTERNATIONAL PUZZLE COLLECTORS ASSOCIATION EIN 27-1792603 · last filed 990 for 2024
- WEST HILLSBOROUGH PRESCHOOL PARENTS GROUP EIN 84-2485707 · last filed 990-N for 2024
- OMEGA BETA FOUNDATION EIN 46-4642839 · last filed 990-N for 2025