THE GOODEN SCHOOL

EIN: 952975420 501(c)(3) Education

SIERRA MADRE, CA

Total Revenue
$5,606,105
Total Expenses
$4,597,341
Total Assets
$7,089,694
Net Assets
$5,263,780
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Financial Trends

Organization Details

Formation Year
1975
Legal Domicile
CA
Principal Officer
LAURIE TORTELL
Phone
6263552410
Tax Period
2024-09-01 to 2025-07-31

THE GOODEN SCHOOL, founded in 1975, is a community nonprofit in the Education sector that reported $5.6M in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. The organization ran a surplus of $1.0M, a strong 18% operating margin.

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.

Program Service Accomplishments

Program 1
Expenses: $3,753,379 Revenue: $4,028,623

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...

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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.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,109,019
Program Service Revenue $4,496,757
Investment Income $329
Other Revenue $0
TOTAL REVENUE $5,606,105

Expense Breakdown

Grants Paid $468,134
Salaries & Benefits $2,775,763
Fundraising Expenses $164,237
Program Expenses $3,753,379
Other Expenses $1,353,444
TOTAL EXPENSES $4,597,341

Year-over-Year Comparison

2024 2023 Change
Revenue $5,606,105 $4,791,696 +0.2%
Expenses $4,597,341 $4,758,804 0.0%
Net Income $1,008,764 $32,892 +29.7%
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
21
Independent Members
21
Employees
68
Volunteers
67

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
$309,704
Total Directors
21
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DAVID LEE CHAIRPERSON 2.00
Officer Director
$0 $0 $0
RANDY STRAIT TREASURER 2.00
Officer Director
$0 $0 $0
JANE PARK SECRETARY 2.00
Officer Director
$0 $0 $0
YUE AUYOUNG TRUSTEE 2.00
Director
$0 $0 $0
SAM CHRISTOPHER TRUSTEE 2.00
Director
$0 $0 $0
LINDSAY GEORGE TRUSTEE 2.00
Director
$0 $0 $0
ANNA HASBUN TRUSTEE 2.00
Director
$0 $0 $0
RICHARD HOFER TRUSTEE 2.00
Director
$0 $0 $0
DAISY LEUNG TRUSTEE 2.00
Director
$0 $0 $0
JORDAN LOPEZ TRUSTEE 2.00
Director
$0 $0 $0
KRIS LOWE TRUSTEE 2.00
Director
$0 $0 $0
CORINA MADILIAN TRUSTEE 2.00
Director
$0 $0 $0
JOHN MOOREHEAD TRUSTEE 2.00
Director
$0 $0 $0
LELAND SHEPHERD TRUSTEE 2.00
Director
$0 $0 $0
SONIA STREET TRUSTEE 2.00
Director
$0 $0 $0
ROBERT LEMOINE TRUSTEE 2.00
Director
$0 $0 $0
ALAN WATSON TRUSTEE 2.00
Director
$0 $0 $0
FERNANDO CERVANTES TRUSTEE 2.00
Director
$0 $0 $0
MARCUS CHAN TRUSTEE 2.00
Director
$0 $0 $0
MICHAELA MATSUMOTO TRUSTEE 2.00
Director
$0 $0 $0
ANN FROMHOLZ TRUSTEE 2.00
Director
$0 $0 $0
JO-ANNE WOOLNER HEAD OF SCHOOL (UNTIL 06/2025) 40.00
Officer
$158,262 $23,739 $182,001
LAURIE TORTELL HEAD OF SCHOOL 40.00
Officer
$111,046 $16,657 $127,703
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 $5,606,105 $4,597,341 $7,089,694 $1,008,764
2024 $4,791,696 $4,758,804 $8,209,125 $32,892
2023 $4,933,134 $4,521,351 $7,886,358 $411,783
2022 $4,655,269 $4,497,025 $6,933,798 $158,244
2021 $3,897,708 $3,943,833 $6,920,581 $-46,125
2020 $3,462,413 $3,833,767 $6,576,684 $-371,354
2019 $3,579,948 $4,115,667 $6,028,899 $-535,719
2018 $3,401,398 $3,331,669 $6,522,145 $69,729
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