NonprofitsMenlo School

Menlo School

ATHERTON, CA

Total revenue

$76.7M

Total expenses

$72.1M

Net assets

$260.5M

Grants received

$77.4M

216 grants

EIN

943204137

Tax year

2023

Mission

Establish and operate as an educational institution for the education of young men and women.

Financials

FY 2023

Revenue

Contributions & grants$18.2M
Program service revenue$46.8M
Investment income$4.1M
Other revenue$7.6M
Total revenue$76.7M

Expenses

Grants paid$7.6M
Salaries & benefits$40.4M
Fundraising$2.0M
Other expenses$24.1M
Total expenses$72.1M
Total assets$341.4M
Net assets$260.5M

People

34 listed

NameRoleCompensation

NATHANIEL HEALY

HEAD OF SCHOOL

Board

$759K

40 hrs/wk

WILLIAM SILVER

CFO (TO JUNE 2024)

Board

$143K

40 hrs/wk

STEPHANIE M JACKSON

TRUSTEE

Board

2 hrs/wk

LINDA WYTHES KNOLL

TRUSTEE

Board

2 hrs/wk

JON LEVIN

TRUSTEE

Board

2 hrs/wk

STEVE MILLER

TRUSTEE

Board

2 hrs/wk

JEN MULLOY

TRUSTEE

Board

2 hrs/wk

JORY STEELE

TRUSTEE

Board

2 hrs/wk

NIKHIL BASU TRIVEDI

TRUSTEE

Board

2 hrs/wk

DAMARIS AVILA

TRUSTEE

Board

2 hrs/wk

PRIYANKA GOEL CHANDRASEKAR

TRUSTEE

Board

2 hrs/wk

KAREN KING

CHAIR

Board

2 hrs/wk

ABBY DURBAN

TRUSTEE

Board

2 hrs/wk

EDRIENNE BRANDON

TRUSTEE

Board

2 hrs/wk

JERVIS WILLIAMS

TRUSTEE

Board

2 hrs/wk

STACEY BISHOP

TRUSTEE

Board

2 hrs/wk

DIPENDER SALUJA

TRUSTEE

Board

2 hrs/wk

DENNIS YANG

TRUSTEE

Board

2 hrs/wk

REEMA SHAH

TRUSTEE

Board

2 hrs/wk

LAURA DHOLAKIA

TRUSTEE

Board

2 hrs/wk

CHRISTY RICHARDSON

TRUSTEE

Board

2 hrs/wk

OMAR AGUILAR

TRUSTEE

Board

2 hrs/wk

BRUCE BURKARD

TRUSTEE

Board

2 hrs/wk

GRADY BURNETT

TRUSTEE

Board

2 hrs/wk

PHIL DEUTCH

TRUSTEE

Board

2 hrs/wk

SAMEER DHOLAKIA

VICE CHAIR

Board

2 hrs/wk

APRIL HOUSE

SECRETARY

Board

2 hrs/wk

LARA HOUSSER

TRUSTEE

Board

2 hrs/wk

JOHN SCHAFER

DIRECTOR OF UPPER SCHOOL

Staff

$295K

40 hrs/wk

LA VINA LOWERY

MIDDLE SCHOOL DIRECTOR

Staff

$240K

40 hrs/wk

EARL KOBERLEIN

DIRECTOR OF ATHLETICS

Staff

$231K

40 hrs/wk

CARLA DIEZ-CANSECO

DIRECTOR OF HUMAN RESOURCES

Staff

$227K

40 hrs/wk

BRIDGETT LONGUST

DEAN OF TEACHING & LEARNING

Staff

$221K

40 hrs/wk

LINDA BERTETTA

DIRECTOR OF FINANCE

Staff

$218K

40 hrs/wk

Independent contractors

DFWH ENTERPRISES CO DAVID FINKEL AND W

ARTISTIC/MUSICAL

$236K

MARCUM LLP

ACCOUNTING/AUDIT

$189K

Grants received

Showing 200 of 216

FromAmountPurposeYear
$122K
UNRESTRICTED GENERAL SUPPORT
2024
$100K
EDUCATIONAL
2024
$35K
DONATION TO SUPPORT MENLO SCHOOL TO EMPOWER STUDENTS TO EXPLORE AND EXPAND THEIR INTERESTS, REACH THEIR FULLEST POTENTIAL, DEVELOP THE SKILLS NECESSARY FOR SUCCESS IN COLLEGE, AND BECOME ETHICAL, RESPONSIBLE, AND ENGAGED MEMBERS OF EVEN WIDER COMMUNITIES
2024
$35K
TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE
2024
$30K
MUSIC@MENLO'S CHAMBER MUSIC INSTITUTE
2024
$30K
CONTRIBUTE TO THE 2024-2025 ANNUAL FUND
2024
$18K
TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS
2024
$17K
GENERAL SUPPORT
2024
$10K
GENERAL SUPPORT
2024
$10K
Education - General Operating Support
2024
$10K
OPERATING COSTS
2024
$8K
MATCHING GIFT OF STAFF AND BOARD MEMBERS
2024
$8K
GENERAL SUPPORT OF MISSION
2024
$7K
TO ALLOW FOR THE EDUCATION OF UNDERPRIVILIGED GIRLS.
2024
$5K
EMPLOYEE OR TRUSTEE RECOMMENDED GIFT FOR GENERAL OPERATIONAL SUPPORT.
2024
$3K
Donation
2024
$1K
MATCHING GIFTS
2024
$1.4M
For grant recipient's exempt purposes
2023
$208K
UNRESTRICTED GENERAL SUPPORT
2023
$193K
FOR RECIPIENT'S EXEMPT PURPOSE
2023
$147K
SCHOLARSHIPS & FINANCIAL AID
2023
$120K
EDUCATION
2023
$100K
SUPPORT CURRICULAR INITIATIVES
2023
$53K
EDUCATIONAL PROGRAMS & OTHER STUDENT SVC
2023
$35K
Donation to support Menlo School to empower students to explore and expand their interests, reach their fullest potential, develop the skills necessary for success in college, and become ethical, responsible, and engaged members of even wider communities.
2023
$30K
MUSIC@MENLO'S CHAMBER MUSIC INSTITUTE
2023
$25K
CONTRIBUTION
2023
$23K
TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE
2023
$13K
CHARITABLE DONATION
2023
$10K
EDUCATION PROGRAM
2023
$10K
ENHANCED GYM MAT, PLAYTIME
2023
$10K
Education - General Operating Support
2023
$8K
MATCHING GIFT OF STAFF AND BOARD MEMBERS
2023
$7K
SUPPORT ANNUAL FUND AND FINANCIAL AID PROGRAMS
2023
$6K
TO ALLOW FOR THE EDUCATION OF UNDERPRIVILIGED GIRLS.
2023
$5K
IN SUPPORT OF THE ANNUAL FUND.
2023
$5K
CONTRIBUTION
2023
$5K
HAND Foundation-Menlo Summer Fellowship Awards Program
2023
$3K
Pakistan Children's Heart Foundation; MiracleFeet; Fauna and Flora
2023
$3K
General & Unrestricted
2023
$3K
TO PROVIDE EDUCATIONAL FINANCIAL AID
2023
$2K
GENERAL OPERATING SUPPORT
2023
$1K
GENERAL SUPPORT
2023
$1K
GENERAL SUPPORT - MUSIC AT MENLO
2023
$500
EDUCATIONAL INSTITUTIONS AND RELATED ACTIVITIES
2023
$2.1M
For grant recipient's exempt purposes
2022
$331K
UNRESTRICTED GENERAL SUPPORT
2022
$266K
FOR RECIPIENT'S EXEMPT PURPOSE
2022
$202K
CULTURE & ARTS
2022
$200K
FINANCIAL AID PURPOSES AND ASSOCIATED CENTENNIAL SCHOLAR EDUCATIONAL RESOURCES
2022
$121K
EDUCATIONAL
2022
$80K
SUPPORT ANNUAL FUND AND FINANCIAL AID PROGRAMS
2022
$48K
GENERAL SUPPORT
2022
$38K
EDUCATIONAL PROGRAMS & OTHER STUDENT SVC
2022
$35K
PLAYGROUND EQUIPMENT
2022
$35K
Donation to support Menlo School to empower students to explore and expand their interests, reach their fullest potential, develop the skills necessary for success in college, and become ethical, responsible, and engaged members of even wider communities.
2022
$25K
TO ALLOW FOR THE EDUCATION OF UNDERPRIVILIGED GIRLS.
2022
$25K
MUSIC@MENLO'S CHAMBER MUSIC INSTITUTE
2022
$18K
TO SUPPORT EDUCATION FOR STUDENTS
2022
$15K
TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE
2022
$10K
EDUCATION
2022
$10K
EDUCATION - GENERAL OPERATING SUPPORT
2022
$8K
EDUCATION SUPPORT
2022
$8K
MATCHING GIFT OF STAFF AND BOARD MEMBERS
2022
$7K
GENERAL CHARITABLE USE
2022
$5K
CHARITABLE DONATION
2022
$5K
EDUCATION PROGRAM
2022
$5K
Annual Fund 2022-2023
2022
$5K
IN SUPPORT OF GENERAL OPERATIONS.
2022
$5K
CONTRIBUTION
2022
$4K
Youth Philanthropy Project for the Global Issues for Global Citizens class
2022
$3K
Program Support
2022
$3K
TO PROVIDE EDUCATIONAL FINANCIAL AID
2022
$2K
GENERAL SUPPORT
2022
$2K
GENERAL OPERATING SUPPORT
2022
$1K
GENERAL SUPPORT
2022
$1.9M
For grant recipient's exempt purposes
2021
$1.9M
For grant recipient's exempt purposes
2021
$265K
For recipient's exempt purpose
2021
$250K
MUSIC@MENLO'S SPIEKER CENTER CAPITAL CAMPAIGN
2021
$220K
ADVISED - FOR GENERAL OPERATING SUPPORT. ADVISED - FOR THE MENLO CENTENNIAL (50/50 WHITAKER LAB AND CENTENNIAL SCHOLARS INITIATIVE).
2021
$100K
PROVIDE OPERATING SUPPORT
2021
$80K
TO HELP FUND NEW FACILITIES AND SUPPORT EDUCATION
2021
$54K
EDUCATIONAL PROGRAMS & OTHER STUDENT SVC
2021
$50K
PROGRAM SUPPORT FOR MUSIC@MENLO'S CHAMBER MUSIC INSTITUTE
2021
$41K
Academic Year 2021-22 Annual Fund and Senior Class of 2022 Fund
2021
$40K
SUPPORT ANNUAL FUND AND FINANCIAL AID PROGRAMS
2021
$13K
TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE
2021
$10K
UNRESTRICTED CHARITABLE DONATION
2021
$5K
Youth Philanthropy Project for the Global Issues for global citizens class
2021
$5K
General & Unrestricted
2021
$3K
TO PROVIDE EDUCATIONAL FINANCIAL AID
2021
$250
GENERAL SUPPORT - MUSIC AT MENLO
2021
$2.5M
For grant recipient's exempt purposes
2020
$390K
FOR THE MUSICMENLO PROGRAM
2020
$344K
FOR RECIPIENT'S EXEMPT PURPOSE
2020
$307K
UNRESTRICTED GENERAL SUPPORT
2020
$256K
CULTURE & ARTS
2020
$250K
MUSIC@MENLO'S SPIEKER CENTER CAPITAL CAMPAIGN
2020
$220K
ADVISED - IN SUPPORT OF VARIOUS INITIATIVES AND FUNDS, ADVISED - FOR MENLO CENTENNIAL CAMPAIGN
2020
$175K
Menlo Centennial
2020
$130K
FOR THE MUSICMENLO PROGRAM
2020
$125K
MULTIPLE PROGRAMS
2020
$110K
EDUCATION
2020
$100K
GENERAL SUPPORT
2020
$80K
TO HELP FUND NEW FACILITIES AND SUPPORT EDUCATION
2020
$50K
PROGRAM SUPPORT FOR MUSIC@MENLO'S CHAMBER MUSIC INSTITUTE
2020
$40K
SUPPORT ANNUAL FUND AND FINANCIAL AID PROGRAMS
2020
$35K
Donation to support Menlo School.
2020
$30K
TO SUPPORT EDUCATION FOR STUDENTS
2020
$25K
Charitable Event
2020
$25K
MATCHING GIFTS
2020
$15K
TECHNOLOGY UPDATE
2020
$10K
TO PROMOTE THE FIELDS OF MUSIC, THE OPERA, AND THE SYMPHONY
2020
$10K
MATCHING GIFT OF STAFF AND BOARD MEMBERS
2020
$10K
Ed Improvement
2020
$10K
FUND EDUCATIONAL PROGRAM
2020
$5K
THE ALUMNI ENDOWED SCHOLARSHIP FUND
2020
$5K
TO PROVIDE EDUCATIONAL FINANCIAL AID
2020
$5K
EDUCATION SUPPORT
2020
$5K
Global Issues Class led by Matt Nelson fund
2020
$3K
CONTRIBUTION
2020
$3K
TO PROVIDE EDUCATIONAL FINANCIAL AID
2020
$3K
EDUCATION PROGRAM
2020
$3K
EDUCATION PROGRAM
2020
$2K
2020-2021 ANNUAL FUND
2020
$2K
EDUCATION
2020
$100
EMPLOYEE MATCHING GRANT
2020
$1.3M
For grant recipient's exempt purposes
2019
$283K
UNRESTRICTED GENERAL SUPPORT
2019
$225K
FOR MENLO CENTENNIAL CAMPAIGN, FOR THE ANNUAL FUND AND TUITION ASSISTANCE. FOR THE ALUMNI ENDOWED SCHOLARSHIP FUND, IN HONOR OF ROB CHANDRA.
2019
$210K
SUPPORT THE MENLO CENTENNIAL CAMPAIGN
2019
$210K
PRIMARY AND SECONDARY EDUCATION
2019
$160K
TO HELP FUND NEW FACILITIES AND SUPPORT EDUCATION
2019
$125K
MULTIPLE PROGRAMS
2019
$108K
EDUCATIONAL PROGRAMS & OTHER STUDENT SVC
2019
$15K
PROVIDE GENERAL OPERATING SUPPORT
2019
$10K
Education
2019
$10K
GENERAL OPERATIONS
2019
$8K
Global Issues Class Fund led by Matt Nelson
2019
$8K
HAND Foundation - Menlo Summer Fellowship Awards Fund
2019
$3K
Music @ Menlo Summer Program
2019
$3K
SCHOLARSHIPS & FINANCIAL AID
2019
$290
To support the ongoing activities of the organization
2019
$4.8M
For grant recipient's exempt purposes
2018
$1.3M
GENERAL SUPPORT
2018
$442K
GENERAL SUPPORT
2018
$200K
CHARITABLE DONATION
2018
$90K
SUPPORT MENLO VENTURE CAPITAL ENDOWMENT
2018
$85K
TO HELP FUND NEW FACILITIES AND SUPPORT EDUCATION
2018
$35K
FUND EDUCATIONAL PROGRAM
2018
$35K
FOR THE ANNUAL FUND, TO BE ALLOCATED AS FOLLOWS: $12,500 FOR THE ANNUAL FUND AND $12,500 FOR TUITION ASSISTANCE.
2018

Funded by

$77.4M from 73 funders · 216 grants · 2017–2024

Donor Advised Charitable Giving Inc

$24.7M · 7 grants · 2017–2023

Fidelity Investments Charitable Gift Fund

$15.8M · 7 grants · 2018–2023

Silicon Valley Community Foundation

$11.8M · 4 grants · 2020–2024

Gs Donor Advised Philanthropy Fund

$5.9M · 6 grants · 2018–2024

The Board Of Trustees Of The Leland

$4.5M · 3 grants · 2018–2020

American Online Giving Foundation Inc

$1.9M · 6 grants · 2019–2024

National Philanthropic Trust

$1.7M · 6 grants · 2017–2023

The Ayco Charitable Foundation

$1.5M · 5 grants · 2019–2024

Details

EIN943204137
Subsection03
Ruling date1994-10
Formed1994
Employees437
Volunteers834
MENLO SCHOOL — Mission, Financials & Grants Received | Grantivo