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CATE SCHOOL

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Public IRS 990 nonprofit record

CATE SCHOOL

EIN 95-1644630 · Education (B250)

What they do

THROUGH COMMITMENT, SCHOLARSHIP and SERVICE, CATE EDUCATES HIGH SCHOOL STUDENTS.

Before you give

Should I give to this charity?

Easy charity check
Look at where the money went

Of every $100 spent, about $75.40 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders39 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

71.44%of revenue went to mission work75.4% of expenses · Program services
4.63%of revenue went to fundraising4.9% of expenses
$94.80spent for every $100 of revenueRevenue covered expenses this year.
18.73%of revenue went to management and office costs19.8% of expenses
$6.34in assets for every $1 spent this yearSome assets cannot be spent right away.
21.7%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

  1. Who did you help? Ask for a recent story or report that shows real results.
  2. What will my money do? Ask exactly what your gift will pay for.
  3. Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $587,290 for ALEXANDRA LOCKETT (HEAD OF SCHOOL). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$41,315,363
Mission workProgram services$29,517,64471.44% of revenue75.4% of expenses
ManagementOffice and general costs$7,738,63218.73% of revenue19.8% of expenses
FundraisingAsking for donations$1,911,0964.63% of revenue4.9% of expenses
Revenue left after expensesReported annual surplus$2,147,9915.20% of revenueShown in gray on the chart
Total expenses$39,167,37294.80% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails
2024CurrentExpense mix: 75.4% mission · 19.8% management · 4.9% fundraisingTotal expenses: 94.80% of revenue
2023Expense mix: 75.1% mission · 20.5% management · 4.4% fundraisingTotal expenses: 94.61% of revenue
2022Expense mix: 74.5% mission · 20.9% management · 4.6% fundraisingTotal expenses: 106.05% of revenue
2021Expense mix: 64.9% mission · 30.7% management · 4.3% fundraisingTotal expenses: 112.76% of revenue
2020Expense mix: 75.1% mission · 19.7% management · 5.2% fundraisingTotal expenses: 54.74% of revenue
2019Expense mix: 74.6% mission · 21.1% management · 4.3% fundraisingTotal expenses: 90.61% of revenue
2018Expense mix: 78.8% mission · 16.8% management · 4.5% fundraisingTotal expenses: 77.42% of revenue
2017Expense mix: 76.7% mission · 18.5% management · 4.8% fundraisingTotal expenses: 85.68% of revenue

Money in and money out

Revenue$41,315,363
Expenses$39,167,372
Annual surplus $2,147,991 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$29,517,644 · 75.4% of expenses
Management and office costs$7,738,632 · 19.8% of expenses
Fundraising$1,911,096 · 4.9% of expenses
See all reported dollar amounts
Revenue$41,315,363
Expenses$39,167,372
Assets$248,507,760
Income$43,233,085
Contributions$8,960,884
Mission work (program services)$29,517,644
Fundraising$1,911,096
Management and general$7,738,632
Stocks and bonds$49,277,953
Accounting fees$80,942
Investing fees$492,525
People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation
ALEXANDRA LOCKETTHEAD OF SCHOOL · 40 hrs/week $587,290Base $526,496 · Other $60,794
SANDI PIERCEASST. HEAD OF SCHOOL · 40 hrs/week $343,150Base $293,592 · Other $49,558
JASON DORIONDEAN FOR STUDENT SUPPORT · 40 hrs/week $232,423Base $196,870 · Other $35,553
ANDREW MACDONNELLDIRECTOR OF ADVANCEMENT · 40 hrs/week $188,424Base $160,508 · Other $27,916
LINDSAY NEWLOVEDIRECTOR OF STEWARDSHIP · 40 hrs/week $186,519Base $159,093 · Other $27,426
SUSAN ZAPALACHEAD OF HEALTH CENTER · 40 hrs/week $180,350Base $141,462 · Other $38,888
CARA TERLEPDIR OF COLLEGE COUNSELING · 40 hrs/week $172,001Base $145,006 · Other $26,995

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (39)

ALEXANDRA LOCKETTHEAD OF SCHOOL

SANDI PIERCEASST. HEAD OF SCHOOL

JASON DORIONDEAN FOR STUDENT SUPPORT

ANDREW MACDONNELLDIRECTOR OF ADVANCEMENT

LINDSAY NEWLOVEDIRECTOR OF STEWARDSHIP

SUSAN ZAPALACHEAD OF HEALTH CENTER

CARA TERLEPDIR OF COLLEGE COUNSELING

JONATHAN WYATT GRUBERCHAIR EMERITUS

SYLVIA TORRES-GUILLENTRUSTEE

KRISTEN KLINGBEIL-WEISTREASURER

LAUREN CRAIG ALBRECHTTRUSTEE

LISA B STANSONCHAIR

LYNN HARWELLTRUSTEE

MARIANNA SPRAGUEVICE CHAIR

MIMI BROWNTRUSTEE

NIC STEELETRUSTEE

PATRICK KOTRUSTEE

RICHARD D BAUMLIFE TRUSTEE

ROSALIND EMMETT NIEMANTRUSTEE

RYAN MACDONNELL BRACHERTRUSTEE

SHEILA MARMON HEUERSECRETARY

ADAM S HOROWITZTRUSTEE

ELIZABETH PATTERSONTRUSTEE

ATHENA JONESTRUSTEE

BERNA NINOTRUSTEE

BRIAN TOMTRUSTEE

CALGARY AVANSINOTRUSTEE

CASEY MCCANNTRUSTEE

DAN A EMMETTLIFE TRUSTEE

DANIEL CHERRY IIITRUSTEE

EDWARD R TED SIMPSONTRUSTEE

JOHN KEARNEYTRUSTEE

ERIC TAYLORTRUSTEE

GEOFFREY BENNETTTRUSTEE

GREG H KUBICEKLIFE TRUSTEE

GWEN REHNBORGTRUSTEE

JAMES P JAY MELICAN IIITRUSTEE

JENNY CHANGTRUSTEE

JIWON CHOI SONGTRUSTEE

About this charity

Recognized since
January 1940
Location
PO BOX 5005, CARPINTERIA, CA 93014-5005
County
Santa Barbara
In care of
ALYSA GERLACH
Primary officer
ALYSA GERLACH, HEAD OF FINANCE AND OPERATIONS

How to reach them

WebsiteVisit the charity’s website Emailinfo@cate.org Phone(805) 684-8409

Filing and classification

Latest tax year
2024
Tax period began
July 1, 2024
Return type
990
Tax preparer
CLIFTONLARSONALLEN LLP
NTEE classification
Education (B250)

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About this report: Information comes from public nonprofit records and may show the latest filing available.

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