CASTILLEJA SCHOOL FOUNDATION

EIN: 940373222 501(c)(3) Education

PALO ALTO, CA

Total Revenue
$34,531,603
Total Expenses
$38,164,715
Total Assets
$178,781,730
Net Assets
$151,732,044
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Financial Trends

Organization Details

Formation Year
1942
Legal Domicile
CA
Principal Officer
JULIA EELLS
Phone
6504707751
Tax Period
2023-07-01 to 2024-06-30

CASTILLEJA SCHOOL FOUNDATION, founded in 1942, is a mid-sized nonprofit in the Education sector that reported $34.5M in total revenue in fiscal year 2023. Expenses of $38.2M exceeded revenue, resulting in a 11% operating deficit.

Mission

CASTILLEJA SCHOOL EDUCATES MOTIVATED YOUNG WOMEN TO BECOME CONFIDENT THINKERS & COMPASSIONATE LEADERS WITH A SENSE OF PURPOSE TO EFFECT CHANGE IN THE WORLD. SEE SCHEDULE O.TO PREPARE OUR STUDENTS FOR THE WIDER WORLD, WE INFUSE OUR CHALLENGING COLLEGE PREPARATORY PROGRAM WITH A GLOBAL CURRICULUM THAT FOSTERS AWARENESS, COMPASSION, AND ENGAGEMENT WITH ISSUES BEYOND CASTILLEJA. OUR COMPREHENSIVE ACADEMIC PROGRAM AND EXTENSIVE CO-CURRICULAROFFERINGS DEVELOP IN EACH STUDENT THE SELF-CONFIDENCE TO REACH HER FULL POTENTIAL. ABOVE ALL, OUR FACULTY AND STAFF DEDICATE THEMSELVES TO EXCELLENCE IN EDUCATING YOUNG WOMEN AND IN CULTIVATING YOUNG LEADERS.

Program Service Accomplishments

Program 1
Expenses: $30,863,665 Revenue: $25,770,465

CASTILLEJA PROVIDES COLLEGE PREPARATORY EDUCATION FOR GIRLS FROM GRADE 6 THROUGH GRADE 12.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $6,906,727
Program Service Revenue $25,718,278
Investment Income $2,130,253
Other Revenue $-223,655
TOTAL REVENUE $34,531,603

Expense Breakdown

Grants Paid $4,370,004
Salaries & Benefits $23,212,236
Fundraising Expenses $1,431,444
Program Expenses $30,863,665
Other Expenses $10,582,475
TOTAL EXPENSES $38,164,715

Year-over-Year Comparison

2023 2022 Change
Revenue $34,531,603 $33,897,565 +0.0%
Expenses $38,164,715 $33,964,279 +0.1%
Net Income $-3,633,112 $-66,714 +53.5%
Key Indicators
✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Governance

Voting Members
26
Independent Members
24
Employees
264
Volunteers
200

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✓ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$2,597,306
Total Directors
27
$2,597,306
Key Employees
2
$534,947
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ZAC ZEITLIN CHAIR 2.00
Officer Director
$0 $0 $0
LINDSAY LOUIE ALUM CHAIR 2.00
Director
$0 $0 $0
ODETTE HARRIS VICE-CHAIR 2.00
Officer Director
$0 $0 $0
JEFF WONG SECRETARY & TREASURER 2.00
Officer Director
$0 $0 $0
RAJ AGRAWAL TRUSTEE 2.00
Director
$0 $0 $0
MEGAN JONES BELL TRUSTEE 2.00
Director
$0 $0 $0
JENNIFER CAROLAN TRUSTEE 2.00
Director
$0 $0 $0
STEPHANIE CHEN TRUSTEE 2.00
Director
$0 $0 $0
CHI-HUA CHIEN TRUSTEE 2.00
Director
$0 $0 $0
MAHOOYA DINDA TRUSTEE 2.00
Director
$0 $0 $0
STEVE DOWLING TRUSTEE 2.00
Director
$0 $0 $0
NATE GALLON TRUSTEE 2.00
Director
$0 $0 $0
DAVID KO TRUSTEE 2.00
Director
$0 $0 $0
BOB KOCHER TRUSTEE 2.00
Director
$0 $0 $0
ALISON KOO TRUSTEE 2.00
Director
$0 $0 $0
JAMAICA KREPS TRUSTEE 2.00
Director
$0 $0 $0
AILEEN LEE TRUSTEE 2.00
Director
$0 $0 $0
SHWETA MEHTA TRUSTEE 2.00
Director
$0 $0 $0
JENNIFER NEWSTEAD TRUSTEE 2.00
Director
$0 $0 $0
MIA ROCHA TRUSTEE 2.00
Director
$0 $0 $0
SARAH SANDS TRUSTEE 2.00
Director
$0 $0 $0
MIKE SCHROEPFER TRUSTEE 2.00
Director
$0 $0 $0
ANDIE SOBRATO TRUSTEE 2.00
Director
$0 $0 $0
JENNIFER TAYLOR-MENDOZA TRUSTEE 2.00
Director
$0 $0 $0
TRACY WATT TRUSTEE 2.00
Director
$0 $0 $0
NANCI ZABATTA KAUFFMAN FORMER HOS (THRU 9/15/23) 40.00
Officer Director
$2,021,708 $53,035 $2,074,743
KATHLEEN LAYENDECKER ACTING HEAD OF SCHOOL (EFF 9/16/23) 40.00
Officer Director
$466,542 $56,021 $522,563
SUNG KIM DIRECTOR OF ADVANCEMENT 40.00
Key Emp
$255,215 $48,831 $304,046
NADIA JOHNSON ASSIST HEAD CURR/COMM(THRU 10/20/23) 40.00
Key Emp
$201,454 $29,447 $230,901
JILL LEE DIR OF ADMISSIONS & TUITION ASSIST 40.00
Highest
$192,958 $46,540 $239,498
GABRIELLE MCCOLGAN DIR, COLL COUNS/UPPER SCH ACAD POL 40.00
Highest
$180,245 $35,461 $215,706
ANNE GOMEZ RUBIN HEAD OF UPPER SCHOOL 40.00
Highest
$181,854 $35,638 $217,492
LAURA ZAPPAS HEAD OF MIDDLE SCHOOL 40.00
Highest
$179,303 $35,352 $214,655
SUSAN RAYMOND DIR OF FINANCE & ACCOUNTING 40.00
Highest
$175,430 $35,461 $210,891
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 $34,531,603 $38,164,715 $178,781,730 $-3,633,112
2023 $33,897,565 $33,964,279 $172,322,948 $-66,714
2022 $34,886,741 $32,251,331 $165,805,640 $2,635,410
2021 $35,900,953 $29,516,391 $171,095,193 $6,384,562
2020 $29,301,214 $29,655,378 $144,400,085 $-354,164
2019 $37,102,372 $29,606,100 $143,452,970 $7,496,272
2018 $29,683,855 $28,173,775 $132,196,846 $1,510,080
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