Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 95-2133079

PALM VALLEY SCHOOL

Tax-exempt · RANCHO MIRAGE, CA 92270

Financials

$6.8M$8.1M2024
Revenue Expenses · by fiscal year end
Financials of PALM VALLEY SCHOOL by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$6,755,529$8,114,880-$1,359,351$13,893,410$10,177,891$3,715,519
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$94,090
Program service revenue
$6,410,217
Investment income
$19,631
Net rental income
$6,800
Net income from fundraising events
$128,729
Other revenue
$231,591

Expenses

Grants and similar amounts paid
$976,898
Other salaries and wages
$3,844,876
Salaries, compensation and benefits (total)
$4,652,525
Professional fundraising fees
$0
Legal fees
$40,843
Accounting fees
$17,900
Occupancy
$354,788
Depreciation
$602,793
Program services (functional)
$6,214,681
Management and general (functional)
$1,853,673
Fundraising (functional)
$46,526

Balance sheet and other

Total assets, start of year
$12,681,291
Total assets, end of year
$13,893,410
Total liabilities, end of year
$10,177,891
Net assets, end of year
$3,715,519
Land, buildings and equipment
$9,932,316
Net assets without donor restrictions
$3,647,228
Net assets with donor restrictions
$68,291
Gross receipts
$6,793,534
Employees
96
Volunteers
40
Year formed
2000
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.

NameTitleHours / weekCompensationOther / benefits
STEVEN SHERMANCEO- FORMER
Former
40$324,562$10,000
PAUL LEWINDEVELOPMENT
Highest-paid employee
40$112,609$1,041
VICENTE FUENTESCFO
Officer
40$51,201$1,166
JUDITH ARNSTEINNEW HEAD OF
Officer
40$26,322$0
SARAH DUNNCHAIR
Trustee or director, Officer
5$0$0
KEVIN DORANVICE-CHAIR
Trustee or director, Officer
5$0$0
GARRETT FALZONETREASURER
Trustee or director, Officer
5$0$0
SARA ROUCHESECRETARY
Trustee or director, Officer
5$0$0
BRIANA JORDANEMERITUS MEM
Trustee or director
5$0$0
STONE JAMESMEMBER
Trustee or director
5$0$0
NATHAN OTTOMEMBER
Trustee or director
5$0$0
PAUL ANTLEMEMBER
Trustee or director
5$0$0
ELIZABETH RICHARDSONMEMBER
Trustee or director
5$0$0

Address and contacts

Address (IRS master file)
35525 DA VALL DR, RANCHO MIRAGE, CA 92270-1822
Principal officer (990 for 2024)
JUDITH ARNSTEIN, 35525 DA VALL DR, RANCHO MIRAGE, CA 92270
Signed the 990
VICENTE FUENTES, CFO
Phone
(760) 328-0861
Return prepared by
COACHELLA VALLEY ACCOUNTING & AUDITING

Mission

PALM VALLEY SCHOOL IS AN EXCEPTIONAL LEARNING COMMUNITY THAT EDUCATES, NURTURES, AND CHALLENGES EACH STUDENT TO ACHIEVE EXCELLENCE AND CONTRIBUTE TO OUR GLOBAL SOCIETY.

990 for the year ended June 30, 2025

Program accomplishments

  • EDUCATIONAL PROGRAMS BENEFITTING PRIMARY AND SECONDARY GRADE LEVEL STUDENTS OF ANY RACE, CREED, OR COLOR.
    Expenses $6,214,681 · grants $976,898

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
95-2133079
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
1961
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B24)
Assets (IRS master file)
$13,893,410
Income (IRS master file)
$6,793,534

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025–––IRS
990June 2024–––IRS
990June 2023$7,026,513$7,864,552$13,624,821IRS
990June 2022$6,168,174$6,979,195$14,833,118IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––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 PALM VALLEY SCHOOL

What is the EIN of PALM VALLEY SCHOOL?
The employer identification number (EIN) of PALM VALLEY SCHOOL is 95-2133079.
Is PALM VALLEY SCHOOL tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1961.
Are donations to PALM VALLEY SCHOOL tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does PALM VALLEY 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 PALM VALLEY 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 PALM VALLEY 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 PALM VALLEY SCHOOL?
The 990 for the year ended June 30, 2025 names JUDITH ARNSTEIN.
Who are the officers and directors of PALM VALLEY SCHOOL?
The 990 for the year ended June 30, 2025 lists 13 people; 4 received compensation from the organization, the highest $324,562 (STEVEN SHERMAN, CEO- FORMER).
How much revenue does PALM VALLEY SCHOOL have?
On its 990 for the year ended June 30, 2025 it reported revenue of $6,755,529, expenses of $8,114,880 and total assets of $13,893,410 at year end.

Other nonprofits in RANCHO MIRAGE

All nonprofits in RANCHO MIRAGE · California · Education