Nonprofit · EIN 95-1644630
CATE SCHOOL
Tax-exempt · CARPINTERIA, CA 93014
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $41,315,363 | $39,167,372 | $2,147,991 | $248,507,760 | $33,787,491 | $214,720,269 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $8,960,884
- Program service revenue
- $24,927,341
- Investment income
- $6,956,591
- Net gain from sales of assets
- $4,975,092
- Net income from sales of inventory
- $27,572
- Other revenue
- $470,547
Expenses
- Grants and similar amounts paid
- $5,046,266
- Compensation of officers, directors and key employees
- $1,019,269
- Other salaries and wages
- $12,083,652
- Salaries, compensation and benefits (total)
- $17,818,638
- Professional fundraising fees
- $0
- Legal fees
- $87,211
- Accounting fees
- $80,942
- Occupancy
- $835,439
- Travel
- $57,336
- Depreciation
- $3,895,637
- Program services (functional)
- $29,517,644
- Management and general (functional)
- $7,738,632
- Fundraising (functional)
- $1,911,096
Balance sheet and other
- Total assets, start of year
- $234,143,260
- Total assets, end of year
- $248,507,760
- Total liabilities, end of year
- $33,787,491
- Net assets, end of year
- $214,720,269
- Land, buildings and equipment
- $92,957,000
- Publicly traded securities
- $49,277,953
- Net assets without donor restrictions
- $67,411,912
- Net assets with donor restrictions
- $147,308,357
- Gross unrelated business income
- $1,129,669
- Gross receipts
- $43,233,085
- Employees
- 274
- Volunteers
- 100
- Year formed
- 1910
- 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 |
|---|---|---|---|---|
| ALEXANDRA LOCKETT | HEAD OF SCHOOL Officer | 40 | $526,496 | $60,794 |
| SANDI PIERCE | ASST. HEAD OF SCHOOL Officer | 40 | $293,592 | $49,558 |
| JASON DORION | DEAN FOR STUDENT SUPPORT Highest-paid employee | 40 | $196,870 | $35,553 |
| ANDREW MACDONNELL | DIRECTOR OF ADVANCEMENT Highest-paid employee | 40 | $160,508 | $27,916 |
| LINDSAY NEWLOVE | DIRECTOR OF STEWARDSHIP Highest-paid employee | 40 | $159,093 | $27,426 |
| SUSAN ZAPALAC | HEAD OF HEALTH CENTER Highest-paid employee | 40 | $141,462 | $38,888 |
| CARA TERLEP | DIR OF COLLEGE COUNSELING Highest-paid employee | 40 | $145,006 | $26,995 |
| MARIANNA SPRAGUE | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| SHEILA MARMON HEUER | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| JONATHAN WYATT GRUBER | CHAIR EMERITUS Trustee or director, Officer | 2 | $0 | $0 |
| KRISTEN KLINGBEIL-WEIS | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| LISA B STANSON | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| LYNN HARWELL | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JENNY CHANG | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JOHN KEARNEY | TRUSTEE Trustee or director | 1 | $0 | $0 |
24 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LAUREN CRAIG ALBRECHT | TRUSTEE Trustee or director | 1 | $0 |
| NIC STEELE | TRUSTEE Trustee or director | 1 | $0 |
| MIMI BROWN | TRUSTEE Trustee or director | 1 | $0 |
| JAMES P JAY MELICAN III | TRUSTEE Trustee or director | 1 | $0 |
| PATRICK KO | TRUSTEE Trustee or director | 1 | $0 |
| RICHARD D BAUM | LIFE TRUSTEE Trustee or director | 1 | $0 |
| ROSALIND EMMETT NIEMAN | TRUSTEE Trustee or director | 1 | $0 |
| RYAN MACDONNELL BRACHER | TRUSTEE Trustee or director | 1 | $0 |
| ATHENA JONES | TRUSTEE Trustee or director | 1 | $0 |
| JIWON CHOI SONG | TRUSTEE Trustee or director | 1 | $0 |
| GREG H KUBICEK | LIFE TRUSTEE Trustee or director | 1 | $0 |
| BERNA NINO | TRUSTEE Trustee or director | 1 | $0 |
| BRIAN TOM | TRUSTEE Trustee or director | 1 | $0 |
| CALGARY AVANSINO | TRUSTEE Trustee or director | 1 | $0 |
| CASEY MCCANN | TRUSTEE Trustee or director | 1 | $0 |
| GWEN REHNBORG | TRUSTEE Trustee or director | 1 | $0 |
| DAN A EMMETT | LIFE TRUSTEE Trustee or director | 1 | $0 |
| SYLVIA TORRES-GUILLEN | TRUSTEE Trustee or director | 1 | $0 |
| DANIEL CHERRY III | TRUSTEE Trustee or director | 1 | $0 |
| EDWARD R TED SIMPSON | TRUSTEE Trustee or director | 1 | $0 |
| ELIZABETH PATTERSON | TRUSTEE Trustee or director | 1 | $0 |
| ERIC TAYLOR | TRUSTEE Trustee or director | 1 | $0 |
| GEOFFREY BENNETT | TRUSTEE Trustee or director | 1 | $0 |
| ADAM S HOROWITZ | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 5005, CARPINTERIA, CA 93014-5005
- Principal officer (990 for 2024)
- ALEXANDRA LOCKETT, PO BOX 5005, CARPINTERIA, CA 93014
- Signed the 990
- ALYSA GERLACH, HEAD OF FINANCE AND OPERATIONS
- Phone
- (805) 684-8409
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
THROUGH COMMITMENT, SCHOLARSHIP AND SERVICE, CATE EDUCATES HIGH SCHOOL STUDENTS.
Program accomplishments
- OPERATIONS AND MAINTENANCE OF A PRIVATE HIGH SCHOOL. 309 STUDENTS ENROLLED.Expenses $29,517,644 · grants $5,046,266 · revenue $24,927,341
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
- 95-1644630
- 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
- 1940
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B250)
- Assets (IRS master file)
- $248,507,760
- Income (IRS master file)
- $43,233,085
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 | $34,602,597 | $36,696,897 | $214,391,093 | IRS |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $35,242,832 | $39,740,062 | $199,003,842 | 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 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 CATE SCHOOL
- What is the EIN of CATE SCHOOL?
- The employer identification number (EIN) of CATE SCHOOL is 95-1644630.
- Is CATE SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1940.
- Are donations to CATE SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CATE 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 CATE 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 CATE 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 CATE SCHOOL?
- The 990 for the year ended June 30, 2025 names ALEXANDRA LOCKETT.
- Who are the officers and directors of CATE SCHOOL?
- The 990 for the year ended June 30, 2025 lists 39 people; 7 received compensation from the organization, the highest $526,496 (ALEXANDRA LOCKETT, HEAD OF SCHOOL).
- How much revenue does CATE SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $41,315,363, expenses of $39,167,372 and total assets of $248,507,760 at year end.
Other nonprofits in CARPINTERIA
- CARPINTERIA CHILDRENS PROJECT EIN 81-1407122 · last filed 990 for 2025
- HOWARD SCHOOL EIN 77-0541235 · last filed 990 for 2025
- CARPINTERIA EDUCATION FOUNDATION INC EIN 77-0354256 · last filed 990 for 2025
- CARPINTERIA HIGH SCHOOL BOOSTER CLUB EIN 47-2338554 · last filed 990-EZ for 2025
- PARENTS FOR CANALINO SCHOOL PFC EIN 77-0304027 · last filed 990-EZ for 2025
- CARPINTERIA COMMUNITY ASSOCIATION EIN 93-4186261 · last filed 990-EZ for 2025
- PARENTS FOR CARPINTERIA HIGH SCHOOL EIN 83-3702256 · last filed 990-EZ for 2025
- PARENTS FOR ALISO CORPORATION EIN 83-0515725 · last filed 990-N for 2025