Nonprofit · EIN 94-3204137
MENLO SCHOOL
Tax-exempt · ATHERTON, CA 94027
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $97,871,272 | $77,962,903 | $19,908,369 | $355,784,161 | $84,751,262 | $271,032,899 |
| June 30, 2024 | 990 | $76,698,078 | $72,145,979 | $4,552,099 | $341,387,000 | $80,858,000 | $260,529,000 |
| June 30, 2023 | 990 | $68,110,776 | $68,173,589 | -$62,813 | $320,747,000 | $77,793,000 | $242,954,000 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $16,387,450
- of which government grants
- $4,757,958
- Program service revenue
- $51,557,496
- Investment income
- $28,721,285
- Net rental income
- $239,684
- Net gain from sales of assets
- $23,655,098
- Net income from sales of inventory
- $10,387
- Other revenue
- $1,205,041
Expenses
- Grants and similar amounts paid
- $8,141,643
- Compensation of officers, directors and key employees
- $1,711,373
- Other salaries and wages
- $30,821,551
- Salaries, compensation and benefits (total)
- $43,783,981
- Professional fundraising fees
- $0
- Legal fees
- $145,103
- Accounting fees
- $176,564
- Travel
- $112,168
- Depreciation
- $7,638,095
- Program services (functional)
- $71,346,727
- Management and general (functional)
- $4,522,299
- Fundraising (functional)
- $2,093,877
Balance sheet and other
- Total assets, start of year
- $341,387,000
- Total assets, end of year
- $355,784,161
- Total liabilities, end of year
- $84,751,262
- Net assets, end of year
- $271,032,899
- Land, buildings and equipment
- $132,324,355
- Publicly traded securities
- $129,844,564
- Net assets without donor restrictions
- $176,912,899
- Net assets with donor restrictions
- $94,120,000
- Gross unrelated business income
- $191,420
- Gross receipts
- $116,790,001
- Employees
- 454
- Volunteers
- 839
- Year formed
- 1994
- 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 |
|---|---|---|---|---|
| NATHANIEL THAN HEALY | HEAD OF SCHOOL Officer | 40 | $790,870 | $88,129 |
| JOHN SCHAFER | DIRECTOR OF UPPER SCHOOL Key employee | 40 | $281,958 | $152,352 |
| LA VINA LOWERY | MIDDLE SCHOOL DIRECTOR Highest-paid employee | 40 | $250,498 | $55,808 |
| EARL KOBERLEIN | DIRECTOR OF ATHLETICS Highest-paid employee | 40 | $242,940 | $58,019 |
| LOREN ARMS | DIRECTOR OF FACILITIES Highest-paid employee | 40 | $224,583 | $71,258 |
| CARLA DIEZ-CANSECO | DIRECTOR OF HUMAN RESOURCES Highest-paid employee | 40 | $235,637 | $57,148 |
| LINDA BERTETTA | DIRECTOR OF FINANCE Highest-paid employee | 40 | $215,932 | $40,378 |
| SHELLY GUPTA | CFO/BUSINESS MANAGER Officer | 40 | $143,129 | $42,323 |
| JOHN MALETIS | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| LARA HOUSSER | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| SAMEER DHOLAKIA | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| ABBY DURBAN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| BRUCE BURKARD | TRUSTEE Trustee or director | 2 | $0 | $0 |
| CHRISTY RICHARDSON | TRUSTEE Trustee or director | 2 | $0 | $0 |
| DAMARIS AVILA | TRUSTEE Trustee or director | 2 | $0 | $0 |
19 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DENNIS YANG | TRUSTEE Trustee or director | 2 | $0 |
| DIPENDER SALUJA | TRUSTEE Trustee or director | 2 | $0 |
| DIVYA PATMAN | TRUSTEE Trustee or director | 2 | $0 |
| EDRIENNE BRANDON | TRUSTEE Trustee or director | 2 | $0 |
| ERIN GRANT | TRUSTEE Trustee or director | 2 | $0 |
| JACK HENEGHAN | TRUSTEE Trustee or director | 2 | $0 |
| JEN MULLOY | TRUSTEE Trustee or director | 2 | $0 |
| JERVIS WILLIAMS | TRUSTEE Trustee or director | 2 | $0 |
| JORY STEELE | TRUSTEE Trustee or director | 2 | $0 |
| KERRY O' ROURKE BISCHOF | TRUSTEE Trustee or director | 2 | $0 |
| MAX GAZOR | TRUSTEE Trustee or director | 2 | $0 |
| NIKHIL BASU TRIVEDI | TRUSTEE Trustee or director | 2 | $0 |
| OMAR AGUILAR | TRUSTEE Trustee or director | 2 | $0 |
| PHIL DEUTCH | TRUSTEE Trustee or director | 2 | $0 |
| PRIYANKA GOEL CHANDRASEKAR | TRUSTEE Trustee or director | 2 | $0 |
| SHARON SHA | TRUSTEE Trustee or director | 2 | $0 |
| STACEY BISHOP | TRUSTEE Trustee or director | 2 | $0 |
| STEPHANIE M JACKSON | TRUSTEE Trustee or director | 2 | $0 |
| TEKEDRA MAWEKANA | TRUSTEE Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 34 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| NATHANIEL HEALY | HEAD OF SCHOOL Officer | 40 | $758,732 | $82,201 |
| JOHN SCHAFER | DIRECTOR OF UPPER SCHOOL Key employee | 40 | $294,665 | $200,414 |
| EARL KOBERLEIN | DIRECTOR OF ATHLETICS Highest-paid employee | 40 | $231,157 | $82,897 |
| LA VINA LOWERY | MIDDLE SCHOOL DIRECTOR Highest-paid employee | 40 | $240,366 | $52,347 |
| CARLA DIEZ-CANSECO | DIRECTOR OF HUMAN RESOURCES Highest-paid employee | 40 | $227,457 | $56,381 |
| BRIDGETT LONGUST | DEAN OF TEACHING & LEARNING Highest-paid employee | 40 | $220,552 | $49,712 |
| LINDA BERTETTA | DIRECTOR OF FINANCE Highest-paid employee | 40 | $218,346 | $40,396 |
| WILLIAM SILVER | CFO (TO JUNE 2024) Officer | 40 | $142,836 | $16,285 |
| KAREN KING | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| OMAR AGUILAR | TRUSTEE Trustee or director | 2 | $0 | $0 |
| BRUCE BURKARD | TRUSTEE Trustee or director | 2 | $0 | $0 |
| GRADY BURNETT | TRUSTEE Trustee or director | 2 | $0 | $0 |
| PHIL DEUTCH | TRUSTEE Trustee or director | 2 | $0 | $0 |
| SAMEER DHOLAKIA | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| APRIL HOUSE | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| LARA HOUSSER | TRUSTEE Trustee or director | 2 | $0 | $0 |
| STEPHANIE M JACKSON | TRUSTEE Trustee or director | 2 | $0 | $0 |
| LINDA WYTHES KNOLL | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JON LEVIN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| STEVE MILLER | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JEN MULLOY | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JORY STEELE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| NIKHIL BASU TRIVEDI | TRUSTEE Trustee or director | 2 | $0 | $0 |
| DAMARIS AVILA | TRUSTEE Trustee or director | 2 | $0 | $0 |
| PRIYANKA GOEL CHANDRASEKAR | TRUSTEE Trustee or director | 2 | $0 | $0 |
| CHRISTY RICHARDSON | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ABBY DURBAN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| EDRIENNE BRANDON | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JERVIS WILLIAMS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| STACEY BISHOP | TRUSTEE Trustee or director | 2 | $0 | $0 |
| DIPENDER SALUJA | TRUSTEE Trustee or director | 2 | $0 | $0 |
| DENNIS YANG | TRUSTEE Trustee or director | 2 | $0 | $0 |
| REEMA SHAH | TRUSTEE Trustee or director | 2 | $0 | $0 |
| LAURA DHOLAKIA | TRUSTEE Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 30 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| NATHANIEL HEALY | HEAD OF SCHOOL Officer | 40 | $729,451 | $74,452 |
| JOHN SCHAFER | DIRECTOR OF UPPER SCHOOL Key employee | 40 | $270,269 | $133,363 |
| LA VINA LOWERY | MIDDLE SCHOOL DIRECTOR Highest-paid employee | 40 | $236,129 | $49,010 |
| EARL KOBERLEIN | DIRECTOR OF ATHLETICS Highest-paid employee | 40 | $228,490 | $49,539 |
| LOREN ARMS | DIRECTOR OF OPS & CONSTRUC Highest-paid employee | 40 | $211,137 | $63,621 |
| BRIDGETT LONGUST | DEAN OF TEACHING & LEARNIN Highest-paid employee | 40 | $210,879 | $40,820 |
| KEITH WHEELER | CHIEF OF INSTITUTIONAL EQUITY, DIVERSITY, INCLUSIO Highest-paid employee | 40 | $208,839 | $42,340 |
| WILLIAM SILVER | CFO Officer | 40 | $137,940 | $16,108 |
| OMAR AGUILAR | TRUSTEE Trustee or director | 2 | $0 | $0 |
| DAMARIS AVILA | TRUSTEE Trustee or director | 2 | $0 | $0 |
| BRUCE BURKARD | TRUSTEE Trustee or director | 2 | $0 | $0 |
| GRADY BURNETT | TRUSTEE Trustee or director | 2 | $0 | $0 |
| PHIL DEUTCH | TRUSTEE Trustee or director | 2 | $0 | $0 |
| SAMEER DHOLAKIA | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| STEVE DOSTART | TRUSTEE Trustee or director | 2 | $0 | $0 |
| APRIL HOUSE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| LARA HOUSSER | TRUSTEE Trustee or director | 2 | $0 | $0 |
| STEPHANIE M JACKSON | TRUSTEE Trustee or director | 2 | $0 | $0 |
| KAREN KING | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| LINDA WYTHES KNOLL | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JON LEVIN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| STEVE MILLER | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JEN MULLOY | TRUSTEE Trustee or director | 2 | $0 | $0 |
| CHRISTY RICHARDSON | TRUSTEE Trustee or director | 2 | $0 | $0 |
| NICOLE SHEEHAN | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| JORY STEELE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| LINDA TING | TRUSTEE Trustee or director | 2 | $0 | $0 |
| NIKHIL BASU TRIVEDI | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JERVIS WILLIAMS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MIKE YUEN | TRUSTEE Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 50 VALPARAISO AVE, ATHERTON, CA 94027-4401
- In care of
- % MENL
- Principal officer (990 for 2024)
- THAN HEALY, 50 VALPARAISO AVENUE, ATHERTON, CA 94027
- Signed the 990
- SHELLY GUPTA, CFO
- Phone
- (650) 330-2000
- Website
- WWW.MENLOSCHOOL.ORG
- Return prepared by
- CBIZ ADVISORS LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 94-3204137 or by the name MENLO 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
MENLO SCHOOL'S MISSION IS TO EMPOWER STUDENTS TO EXPLORE AND EXPAND THEIR INTERESTS, REACH THEIR FULLEST POTENTIAL, DEVELOP THE SKILLS NECESSARY FOR SUCCESS IN COLLEGE, AND BECOME ETHICAL, RESPONSIBLE, AND ENGAGED MEMBERS OF EVER WIDER COMMUNITIES.
Program accomplishments
- MENLO SCHOOL PROVIDES INSTRUCTION FOR APPROXIMATELY 805 STUDENTS IN GRADES 6-12, OFFERING A CURRICULUM THAT FOSTERS ACADEMIC EXCELLENCE AND PERSONAL GROWTH. IN MIDDLE SCHOOL, STUDENTS ARE GUIDED BY THE HABITS OF THE HEART AND MIND AND THE HABITS OF LEARNING, SUPPORTED BY TEACHERS WHO INSPIRE, CHALLENGE, AND NURTURE THEM. HIGH SCHOOL STUDENTS BENEFIT FROM A STIMULATING ACADEMIC ENVIRONMENT WITH OPPORTUNITIES TO EXPLORE THEIR INTERESTS AND DEVELOP MEANINGFUL CONNECTIONS, PREPARING THEM FOR FUTURE SUCCESS.IN ADDITION TO THE SCHOOL'S ACADEMIC & CREATIVE ARTS PROGRAMS, OTHER STUDENT PROGRAMS AND ACTIVITIES INCLUDE: MENLO ABROAD, SUMMER PROGRAM, SCHOOL TRIPS, STUDENT LIFE EVENTS, ATHLETICS, AND CHILD DEVELOPMENT CENTER.Expenses $68,729,727 · grants $8,141,643 · revenue $52,059,625
- MENLO SCHOOL PROVIDES FISCAL SPONSORSHIP FOR MUSIC@MENLO. UNDER THIS ARRANGEMENT, MENLO SCHOOL MAINTAINS CONTROL OVER FUNDS AND ACTIVITIES AND PROVIDES ADMINISTRATIVE, FINANCIAL, AND COMPLIANCE OVERSIGHT TO ENSURE ALL ACTIVITIES FURTHER CHARITABLE AND EDUCATIONAL PURPOSES.THE MISSION OF MUSIC@MENLO IS TO ENGAGE AND SUSTAIN AN AUDIENCE FOR CHAMBER MUSIC, PROGRAMMED, PRESENTED, AND PERFORMED AT THE HIGHEST LEVEL OF ARTISTIC EXCELLENCE, AND TO PROVIDE DESERVING YOUNG MUSICIANS WITH COMPREHENSIVE, FESTIVAL-BASED EDUCATIONAL OPPORTUNITIES.(CONTINUED ON SCHEDULE O)MUSIC@MENLO FEATURES UNIQUE IMMERSIVE PROGRAMMING, A ROSTER OF WORLD-CLASS ARTISTS, AND A CHAMBER MUSIC INSTITUTE FOR EMERGING AND PRE-PROFESSIONAL MUSICIANS. INTIMATE PERFORMANCE VENUES AND SIGNATURE OFFERINGS SUCH AS AUDIONOTES MP3S, CAF CONVERSATIONS, AND THE ENCOUNTER LECTURE SERIES OFFER A WIDE RANGE OF OPPORTUNITIES FOR AFICIONADOS AND NEWCOMERS OF ALL AGES TO CONNECT WITH CHAMBER MUSIC IN NEW AND INNOVATIVE WAYS.MUSIC@MENLO WAS INAUGURATED IN 2003 AT MENLO SCHOOL WITH CONCERTS, LECTURES, A TRAINING PROGRAM FOR ASPIRING PROFESSIONAL MUSICIANS, AND OPEN-TO-THE-PUBLIC MASTER CLASSES. ALL EVENTS TAKE PLACE ON MENLO SCHOOL'S CAMPUS.Expenses $2,617,000 · revenue $353,228
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
- 94-3204137
- 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
- 1994
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $355,784,161
- Income (IRS master file)
- $116,790,001
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $97,871,272 | $77,962,903 | $355,784,161 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $76,698,078 | $72,145,979 | $341,387,000 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $68,110,776 | $68,173,589 | $320,747,000 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $66,073,876 | $65,531,211 | $312,589,000 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | 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 94-3204137).
Questions about MENLO SCHOOL
- What is the EIN of MENLO SCHOOL?
- The employer identification number (EIN) of MENLO SCHOOL is 94-3204137.
- Is MENLO SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to MENLO SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MENLO 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 MENLO 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 MENLO 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 MENLO SCHOOL?
- The 990 for the year ended June 30, 2025 names THAN HEALY.
- Who are the officers and directors of MENLO SCHOOL?
- The 990 for the year ended June 30, 2025 lists 34 people; 8 received compensation from the organization, the highest $790,870 (NATHANIEL THAN HEALY, HEAD OF SCHOOL).
- How much revenue does MENLO SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $97,871,272, expenses of $77,962,903 and total assets of $355,784,161 at year end.
Other nonprofits in ATHERTON
- MENLO COLLEGE EIN 94-3204136 · last filed 990 for 2025
- MENLO CIRCUS CLUB EIN 94-0674745 · last filed 990 for 2025
- TANG AND ZHANG FAMILY FOUNDATION EIN 88-4271221 · last filed 990-PF for 2024
- BARTZ MARR FAMILY FOUNDATION EIN 45-4056156 · last filed 990-PF for 2025
- HUTTON FAMILY FOUNDATION EIN 47-4305984 · last filed 990-PF for 2025
- MENLO PARK-ATHERTON EDUCATION FOUNDATION EIN 94-2871701 · last filed 990 for 2025
- HOAG FAMILY FOUNDATION EIN 94-3383126 · last filed 990-PF for 2024
- MAKING THEIR MARK FOUNDATION CHARITABLE TRUST EIN 85-6815148 · last filed 990-PF for 2024