Nonprofit · EIN 95-1909237
DUNN SCHOOL
Tax-exempt · LOS OLIVOS, CA 93441
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $17,668,590 | $17,279,892 | $388,698 | $26,942,795 | $10,308,497 | $16,634,298 |
| June 30, 2024 | 990 | $17,425,138 | $16,895,987 | $529,151 | $26,045,314 | $9,799,714 | $16,245,600 |
| June 30, 2023 | 990 | $15,685,913 | $16,929,710 | -$1,243,797 | $24,044,084 | $8,327,635 | $15,716,449 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $2,339,361
- Program service revenue
- $13,911,368
- Investment income
- $1,099,394
- Net income from fundraising events
- $287,977
- Other revenue
- $318,467
Expenses
- Grants and similar amounts paid
- $3,043,875
- Compensation of officers, directors and key employees
- $746,271
- Other salaries and wages
- $4,977,722
- Salaries, compensation and benefits (total)
- $8,117,013
- Professional fundraising fees
- $0
- Legal fees
- $38,886
- Occupancy
- $1,224,322
- Travel
- $126,885
- Depreciation
- $913,275
- Program services (functional)
- $14,743,492
- Management and general (functional)
- $2,135,006
- Fundraising (functional)
- $401,394
Balance sheet and other
- Total assets, start of year
- $26,045,314
- Total assets, end of year
- $26,942,795
- Total liabilities, end of year
- $10,308,497
- Net assets, end of year
- $16,634,298
- Land, buildings and equipment
- $11,528,440
- Publicly traded securities
- $11,952,801
- Net assets without donor restrictions
- $5,584,724
- Net assets with donor restrictions
- $11,049,574
- Gross receipts
- $17,825,346
- Employees
- 134
- Volunteers
- 60
- Year formed
- 1957
- 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 |
|---|---|---|---|---|
| Kalyan Balaven | Head of School-Present | 60 | $309,414 | $82,804 |
| Simon Sweeney | Associate Head of School | 60 | $135,125 | $61,125 |
| Amy Grenier | CFO/COO | 60 | $135,711 | $22,092 |
| Yong-Ling Beiman | Trustee Trustee or director | 1 | $0 | $0 |
| Jonathan Sutton Day | Trustee Trustee or director | 1 | $0 | $0 |
| Caroline Dewitt | Trustee Trustee or director | 1 | $0 | $0 |
| Jodi Sean Pitts | Trustee Trustee or director | 1 | $0 | $0 |
| Alice Gillaroo | Trustee Trustee or director | 1 | $0 | $0 |
| Whitney Arnautou | Trustee Trustee or director | 1 | $0 | $0 |
| Brian McWilliams | Trustee Trustee or director | 1 | $0 | $0 |
| Karen Anderson | Vice Chair Trustee or director, Officer | 1 | $0 | $0 |
| Stephane de Bord | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Jim Gaskin | Trustee Trustee or director | 1 | $0 | $0 |
| Steve Dini | Trustee Trustee or director | 1 | $0 | $0 |
| Guy Walker | Chairman Trustee or director, Officer | 1 | $0 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Autumn Badelt-Fanning | Trustee Trustee or director | 1 | $0 |
| Justin Ching | Trustee Trustee or director | 1 | $0 |
| Morton Sullivan | Trustee Trustee or director | 1 | $0 |
| Titilola Johnson-Agiri | Secretary Trustee or director, Officer | 1 | $0 |
990 for the year ended June 30, 2024: 23 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Kalyan Balaven | Head of School-Present | 60 | $246,818 | $66,439 |
| Chad Stacy | Dir OF ENTREP | 60 | $144,365 | $57,613 |
| Gene Vachon | Ass. Head of School Student Life | 60 | $122,532 | $55,347 |
| Simon Sweeney | Ass. Head of School Curr & Learning | 60 | $112,305 | $54,550 |
| Theresa Devine | Dir College Counse | 60 | $122,681 | $15,340 |
| Amy Grenier | CFO/COO | 60 | $117,632 | $16,974 |
| Yong-Ling Beiman | Trustee Trustee or director | 1 | $0 | $0 |
| Tina Grunzweig | Trustee Trustee or director | 1 | $0 | $0 |
| Jodi Pitts | Trustee Trustee or director | 1 | $0 | $0 |
| Maria Zhang | Trustee Trustee or director | 1 | $0 | $0 |
| Whitney Arnautou | Trustee Trustee or director | 1 | $0 | $0 |
| Jay Conger | Trustee Trustee or director | 1 | $0 | $0 |
| Karen Anderson | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Johnathan Sutton Day | Trustee Trustee or director | 1 | $0 | $0 |
| Stephane de Bord | Vice Chair Trustee or director, Officer | 1 | $0 | $0 |
| Jim Gaskin | Trustee Trustee or director | 1 | $0 | $0 |
| Steve Dini | Trustee Trustee or director | 1 | $0 | $0 |
| Guy Walker | Chairman Trustee or director, Officer | 1 | $0 | $0 |
| Autumn Badelt-Fanning | Trustee Trustee or director | 1 | $0 | $0 |
| Justin Ching | Trustee Trustee or director | 1 | $0 | $0 |
| Morton Sullivan | Trustee Trustee or director | 1 | $0 | $0 |
| Titilola Johnson-Agiri | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Mike Boone | Trustee Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 24 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Kalyan Balaven | Head of School-Present | 60 | $234,090 | $63,629 |
| Chad Stacy | CFO | 60 | $134,691 | $55,189 |
| Gene Vachon | Ass. Head of School Student Life | 60 | $118,843 | $53,045 |
| Simon Sweeney | Ass. Head of School Curr & Learning | 60 | $108,932 | $52,262 |
| Mike McKee | Director of Admissions | 60 | $100,612 | $53,126 |
| Yong-Ling Beiman | Trustee Trustee or director | 1 | $0 | $0 |
| Tina Grunzweig | Trustee Trustee or director | 1 | $0 | $0 |
| Debbie Jones | Trustee Trustee or director | 1 | $0 | $0 |
| Jodi Sean Pitts | Trustee Trustee or director | 1 | $0 | $0 |
| Maria Zhang | Trustee Trustee or director | 1 | $0 | $0 |
| Whitney Arnautou | Trustee Trustee or director | 1 | $0 | $0 |
| Jay Conger | Trustee Trustee or director | 1 | $0 | $0 |
| Karen Anderson | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Johnathan Sutton Day | Trustee Trustee or director | 1 | $0 | $0 |
| Stephane de Bord | Vice Chair Trustee or director, Officer | 1 | $0 | $0 |
| Jim Gaskin | Trustee Trustee or director | 1 | $0 | $0 |
| Steve Dini | Trustee Trustee or director | 1 | $0 | $0 |
| Guy Walker | Chairman Trustee or director, Officer | 1 | $0 | $0 |
| Autumn Badelt-Fanning | Trustee Trustee or director | 1 | $0 | $0 |
| Justin Ching | Trustee Trustee or director | 1 | $0 | $0 |
| Morton Sullivan | Trustee Trustee or director | 1 | $0 | $0 |
| Randall Day | Trustee Trustee or director | 1 | $0 | $0 |
| Titilola Johnson-Agiri | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Mike Boone | Trustee Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 98, LOS OLIVOS, CA 93441-0098
- In care of
- % LISA ROSENBERG
- Signed the 990
- AMY GRENIER, CFO & COO
- Phone
- (805) 688-6471
- Website
- WWW.DUNNSCHOOL.ORG
- Return prepared by
- MOSS LEVY & HARTZHEIM CPAS
California records
California keeps its own records of charities and corporations. Search them by EIN 95-1909237 or by the name DUNN 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
THE MISSION OF THE DUNN SCHOOL COMMUNITY IS TO EDUCATE THE WHOLE STUDENT TO THEIR FULLEST POTENTIAL IN PREPARATION FOR A LIFE OF LEARNING AND LEADERSHIP IN SOCIETY. THE SCHOOL ACCOMPLISHES THIS MISSION BY OPERATING A 6-12TH GRADE BOARDING AND DAY SCHOOL, WHICH PREPARES STUDENTS FOR A RIGOROUS COLLEGE CURRICULUM.
Program accomplishments
- Dunn middle and Dunn upper schools provided 6th through 12th grade college preparatory education to approximately 90 boarding and 137 day students during the fiscal year.Expenses $14,418,023 · revenue $13,911,368
- Dunn Schools summer programs include day camps for 3rd through 8th graders,residential camps for 8th through 11th graders, and aquatics lessons for young children and families. Summer at Dunn programs offer fun and enriching opportunities to learn, explore, and strengthen academics. Dunn also rents out its facilities during summer to mission-aligned organizations offering camps and athletic programs to children and young adults.Expenses $325,469 · revenue $285,692
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
- 95-1909237
- 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
- 1957
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B25Z)
- Assets (IRS master file)
- $26,942,795
- Income (IRS master file)
- $17,825,346
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $17,668,590 | $17,279,892 | $26,942,795 | IRS |
| 990 | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $15,685,913 | $16,929,710 | $24,044,084 | IRS |
| 990 | June 2022 | $14,255,892 | $15,833,783 | $25,503,734 | 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 95-1909237).
Questions about DUNN SCHOOL
- What is the EIN of DUNN SCHOOL?
- The employer identification number (EIN) of DUNN SCHOOL is 95-1909237.
- Is DUNN SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1957.
- Are donations to DUNN SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does DUNN 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 DUNN 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 DUNN SCHOOL last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who are the officers and directors of DUNN SCHOOL?
- The 990 for the year ended June 30, 2025 lists 19 people; 3 received compensation from the organization, the highest $309,414 (Kalyan Balaven, Head of School-Present).
- How much revenue does DUNN SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $17,668,590, expenses of $17,279,892 and total assets of $26,942,795 at year end.
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- SANTA YNEZ VALLEY FAMILY SCHOOL EIN 95-2990742 · last filed 990 for 2025
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- LOS OLIVOS SCHOOL DISTRICTFOUNDATION EIN 20-3915243 · last filed 990 for 2025
- IRENE F ANDERSON FOUNDATION EIN 27-2152029 · last filed 990-PF for 2024
- SANTA YNEZ VALLEY COMMUNITY AQUATICS FOUNDATION EIN 47-2264034 · last filed 990 for 2025
- ALAMO PINTADO EQUINE RESEARCH EIN 77-0297154 · last filed 990 for 2024
- SANTA YNEZ VALLEY ASSOCIATION OF REALTORS EIN 51-0141659 · last filed 990 for 2025