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Nonprofit · EIN 95-2975420

GOODEN SCHOOL

Tax-exempt · SIERRA MADRE, CA 91024

Financials

$4.8M$4.8M2023$5.6M$4.6M2024
Revenue Expenses · by fiscal year end
Financials of GOODEN SCHOOL by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
July 31, 2025990$5,606,105$4,597,341$1,008,764$7,089,694$1,825,914$5,263,780
August 31, 2024990$4,791,696$4,758,804$32,892$8,209,125$4,090,413$4,118,712
Financial details: 990 for the year ended July 31, 2025

Revenue

Contributions, gifts and grants
$1,109,019
of which government grants
$275,668
Program service revenue
$4,496,757
Investment income
$329
Other revenue
$0

Expenses

Grants and similar amounts paid
$468,134
Compensation of officers, directors and key employees
$374,900
Other salaries and wages
$1,933,695
Salaries, compensation and benefits (total)
$2,775,763
Professional fundraising fees
$0
Legal fees
$6,869
Accounting fees
$41,570
Occupancy
$245,543
Travel
$3,780
Depreciation
$120,332
Program services (functional)
$3,753,379
Management and general (functional)
$679,725
Fundraising (functional)
$164,237

Balance sheet and other

Total assets, start of year
$6,126,644
Total assets, end of year
$7,089,694
Total liabilities, end of year
$1,825,914
Net assets, end of year
$5,263,780
Land, buildings and equipment
$1,947,167
Publicly traded securities
$2,745,611
Net assets without donor restrictions
$5,263,304
Net assets with donor restrictions
$476
Gross receipts
$5,620,747
Employees
68
Volunteers
67
Year formed
1975
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 July 31, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
JO-ANNE WOOLNERHEAD OF SCHOOL (UNTIL 06/2025)
Officer
40$158,262$23,739
LAURIE TORTELLHEAD OF SCHOOL
Officer
40$111,046$16,657
DAVID LEECHAIRPERSON
Trustee or director, Officer
2$0$0
RANDY STRAITTREASURER
Trustee or director, Officer
2$0$0
JANE PARKSECRETARY
Trustee or director, Officer
2$0$0
YUE AUYOUNGTRUSTEE
Trustee or director
2$0$0
SAM CHRISTOPHERTRUSTEE
Trustee or director
2$0$0
LINDSAY GEORGETRUSTEE
Trustee or director
2$0$0
ANNA HASBUNTRUSTEE
Trustee or director
2$0$0
RICHARD HOFERTRUSTEE
Trustee or director
2$0$0
DAISY LEUNGTRUSTEE
Trustee or director
2$0$0
JORDAN LOPEZTRUSTEE
Trustee or director
2$0$0
KRIS LOWETRUSTEE
Trustee or director
2$0$0
CORINA MADILIANTRUSTEE
Trustee or director
2$0$0
JOHN MOOREHEADTRUSTEE
Trustee or director
2$0$0
8 more people on this return
NameTitleHours / weekCompensation
LELAND SHEPHERDTRUSTEE
Trustee or director
2$0
SONIA STREETTRUSTEE
Trustee or director
2$0
ROBERT LEMOINETRUSTEE
Trustee or director
2$0
ALAN WATSONTRUSTEE
Trustee or director
2$0
FERNANDO CERVANTESTRUSTEE
Trustee or director
2$0
MARCUS CHANTRUSTEE
Trustee or director
2$0
MICHAELA MATSUMOTOTRUSTEE
Trustee or director
2$0
ANN FROMHOLZTRUSTEE
Trustee or director
2$0
990 for the year ended August 31, 2024: 24 people
NameTitleHours / weekCompensationOther / benefits
JO-ANNE WOOLNERHEAD OF SCHOOL
Officer
40$200,000$50,800
LAURIE TORTELLASST. HEAD OF SCHOOL
Highest-paid employee
40$144,584$31,644
SAM CHRISTOPHERTRUSTEE
Trustee or director
2$0$0
LINDSAY GEORGETRUSTEE
Trustee or director
2$0$0
JANN LACOSSTRUSTEE
Trustee or director
2$0$0
DAVID LEECHAIRPERSON
Trustee or director, Officer
2$0$0
JOHN MOOREHEADTRUSTEE
Trustee or director
2$0$0
CATHY HEFLIN BANDETTRUSTEE UNTIL 06/2024
Trustee or director
2$0$0
YUE AUYOUNGTRUSTEE
Trustee or director
2$0$0
SONIA STREETTRUSTEE
Trustee or director
2$0$0
DEBORAH AWAITRUSTEE UNTIL 06/2024
Trustee or director
2$0$0
ROBERT LEMOINETRUSTEE
Trustee or director
2$0$0
JANE PARKSECRETARY
Trustee or director, Officer
2$0$0
LELAND SHEPHERDTRUSTEE
Trustee or director
2$0$0
ALAN WATSONTRUSTEE
Trustee or director
2$0$0
RAY BRIGGSTRUSTEE UNTIL 12/2023
Trustee or director
2$0$0
ANNA HASBUNTRUSTEE
Trustee or director
2$0$0
JORDAN LOPEZTRUSTEE
Trustee or director
2$0$0
CORINA MADILIANTRUSTEE
Trustee or director
2$0$0
RANDY STRAITTRUSTEE
Trustee or director
2$0$0
GINGER UMUTYANTRUSTEE UNTIL 06/2024
Trustee or director
2$0$0
RICHARD HOFERTRUSTEE
Trustee or director
2$0$0
DAISY LEUNGTREASURER
Trustee or director, Officer
2$0$0
KRIS LOWETRUSTEE
Trustee or director
2$0$0

Address and contacts

Address (IRS master file)
192 N BALDWIN AVE, SIERRA MADRE, CA 91024-1932
Principal officer (990 for 2024)
LAURIE TORTELL, 192 NORTH BALDWIN, SIERRA MADRE, CA 91024
Signed the 990
LAURIE TORTELL, HEAD OF SCHOOL
Phone
(626) 355-2410
Return prepared by
VASQUEZ CO LLP

Mission

THE SPECIFIC AND PRIMARY PURPOSE IS TO CONDUCT AN EDUCATIONAL INSTITUTION OF LESS THAN COLLEGIATE GRADES OR LEVEL, WHICH SHALL SUPPLY ADEQUATE MENTAL AND PHYSICAL EDUCATION AND TRAINING TO PREPARE SELECTED CHILDREN FOR ENTRANCE TO COLLEGE, IN ACCORDANCE WITH THE MORAL AND RELIGIOUS CONCEPTS OF THE CHRISTIAN FAITH ACCORDING TO THE DOCTRINES OF THE PROTESTANT EPISCOPAL CHURCH IN THE UNITED STATES OF AMERICA, AND TO CREATE OPPORTUNITES ESPECIALLY DESIGNED TO STIMULATE THE EXERCISE OF NATURAL GIFTS FOR THE DEVELOPMENT OF LEADERSHIP.

990 for the year ended July 31, 2025

Program accomplishments

  • THE GOODEN SCHOOL IS LOCATED IN SIERRA MADRE, CALIFORNIA AND WAS ESTABLISHED IN 1975 AS AN INDEPENDENT EPISCOPAL DAY SCHOOL. THE GOODEN SCHOOL IS A CO-EDUCATIONAL, DAY SCHOOL THAT IS ACCREDITED BY THE CALIFORNIA ASSOCIAION OF INDEPENDENT SCHOOLS, THE WESTERN ASSOCIATION OF SCHOOLS AND COLLEGES, AND THE EPISCOPAL DIOCESE OF LOS ANGELES COMMISSION ON SCHOOLS. THE SCHOOL IS ALSO A MEMBER OF THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS AND THE NATIONAL ASSOCIATION OF EPISCOPAL SCHOOLS. THE SCHOOL'S MOTTO, "RESPECT FOR SELF, RESPECT FOR OTHERS, AND RESPECT FOR THE WORLD" (THE 3RS) GUIDES THE INTERACTIONS OF ALL ADULTS AND CHILDREN ON CAMPUS AND WITHIN THE COMMUNITY, AND SUPPORTS THE SCHOOL'S MISSION. THE GOODEN SCHOOL INSPIRES STUDENTS TO BE INTELLECTUALLY CURIOUS AND RESILIENT WHILE PREPARING THEM TO LEAD LIVES OF KINDNESS, INTEGRITY, AND RESPECT. THE SCHOOL IS INTENTIONALLY SMALL, WITH ONE CLASS PER GRADE, RECRUITS AND RETAINS EXCELLENT FACULTY THROUGH A COMPETITIVE SALARY AND BENEFITS PACKAGE, AND OFFERS A VERY RICH CURRICULUM THAT ENCOURAGES COLLABORATION AND EXPERIENTIAL LEARNING. THE COMMUNITY IS DYNAMIC; IT HAS MANY SPECIAL EVENTS AND TRADITIONS, CHAPEL SERVICES, AND SERVICE LEARNING OPPORTUNITIES THAT BRING FAMILIES TOGETHER. STUDENTS PARTICIPATE IN COCURRICULAR CLASSES, SUCH AS ART, MUSIC (CHORAL AND INSTRUMENTAL), PE, DRAMA, ELECTIVE CLASSES, FOREIGN LANGUAGES AND STEM, AND THERE ARE AFTER-SCHOOL PROGRAMS AS WELL. GOODEN GRADUATES ARE LEADERS IN THEIR COMMUNITIES; THEY LISTEN ACTIVELY, THEY ADVOCATE FOR THEMSELVES, AND THEY WORK COLLABORATIVELY AND CREATIVELY TO SOLVE PROBLEMS. THE GOODEN SCHOOL SERVED APPROXIMATELY 200 STUDENTS IN KINDERGARTEN THROUGH 8TH GRADE DURING THE YEAR. THE SCHOOL GRADUATED 27 STUDENTS AND ACCEPTED 34 STUDENTS.
    Expenses $3,753,379 · revenue $4,028,623

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 July, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025July 31, 2026December 15, 2026Not due yet
2024July 31, 2025December 15, 2025990 on file
2023July 31, 2024December 16, 2024No data

IRS record

EIN
95-2975420
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
1975
Accounting year ends
July
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B24Z)
Assets (IRS master file)
$7,089,694
Income (IRS master file)
$5,620,747

Filing history

FormYear endedRevenueExpensesAssetsReturn
990July 2025–––IRS
990August 2024–––IRS
990August 2023$4,933,134$4,521,351$7,886,358IRS
990August 2022$4,655,269$4,497,025$6,933,798IRS
990August 2021–––IRS
990August 2020–––IRS
990August 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 GOODEN SCHOOL

What is the EIN of GOODEN SCHOOL?
The employer identification number (EIN) of GOODEN SCHOOL is 95-2975420.
Is GOODEN SCHOOL tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1975.
Are donations to GOODEN SCHOOL tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does GOODEN 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 GOODEN SCHOOL due?
The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did GOODEN SCHOOL last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended July 2025.
Who is the principal officer of GOODEN SCHOOL?
The 990 for the year ended July 31, 2025 names LAURIE TORTELL.
Who are the officers and directors of GOODEN SCHOOL?
The 990 for the year ended July 31, 2025 lists 23 people; 2 received compensation from the organization, the highest $158,262 (JO-ANNE WOOLNER, HEAD OF SCHOOL (UNTIL 06/2025)).
How much revenue does GOODEN SCHOOL have?
On its 990 for the year ended July 31, 2025 it reported revenue of $5,606,105, expenses of $4,597,341 and total assets of $7,089,694 at year end.

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