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Governance Register
US nonprofit · EIN 330729698 · Newport Coast, CAiSource and licenceOrganisation record IRS Exempt Organizations Business Master File (EIN 330729698) - NTEE activity code, address.Board and officers IRS Form 990 annual filings, Part VII (directors, trustees, officers, key employees), read year by year to observe time served.Latest return IRS Form 990 series e-file data - 990 for the year to 30 June 2025: assets, liabilities, staff, website, telephone, pay.Renewal outlook Computed by Governance Register from the observed filing history and filed revenue. Not a statement that the organisation is recruiting.Deductibility IRS Publication 78 data (code PC), downloaded 18 October 2026.Licence US Federal Government public domain.How we handle data

Sage Hill School's network

18 people6 organisationsi18 people and 6 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (18). Violet dotted lines (6) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.

The board

18 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 17 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.
NameRole as filedSinceOn the board
Mike Bolen ChairBoard Chair2018
8 yrs
Alice XUTrustee2023
3 yrs
Christopher Cuff (also filed as Chris Cuff)Trustee2022
4 yrs
Collen RiversTrustee2023
3 yrs
David FishmanTrustee2018
8 yrs
Doug CollierTrustee2019
7 yrs
Kathy WilkTrustee2020
6 yrs
Kim StobartTrustee2021
5 yrs
Mark MurrayTrustee2021
5 yrs
Mohit MittalTrustee2023
3 yrs
Priyan ChandraratnaTrustee2019
7 yrs
Richard LeeCompany secretary2022
4 yrs
Rick LoweVice Chair2018
8 yrs
Sandy IraniTrustee2018
8 yrs
Scott WeinerTrustee2019
7 yrs
Sudesh MariappaTreasurer2023
3 yrs
Tom OrradreTrustee2023
3 yrs
Van WilsonTrustee2018
8 yrs
Under 5 years5 to 6 years6 years or moreShow all 18 →

Officers and senior leadership

21 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.
NameTitle as filedOn the filings
Angela OliverDirector of Human Reasourcessince 2018
Brian McMahonFaculty2023
Derek CarlsonMathematics Teacher2021
Elaine MijalisDirector of Admissions & Fasince 2018
Eliane MijalisDirector of Admissions & Fasince 2020
Frank SmithCollege Counseler2021
G Frank SmithDirector of College Counseling2020
George F SmithDirector of College Counselingsince 2019
Gordon McNeillPresident (Resigned 6/30/2020)since 2018
Gregory O'LearyDirector of Advancement2022
Jill LivermoreChief Financial Officersince 2019
Jon PoffenbergerDean of Students2018
Kathleen WilkCFO - 1/1 - 6/30/20182019
Kathy WilkCFO/Asst. Treasurer2018
Matthew BalossiDean of Faculty & Curriculumsince 2018
Nathan MillerFaculty & Program Head-X-Countrysince 2018
Nicole MorelloController2019
Patricia MerzHead of Schoolsince 2018
Peter JordanDirector of Admissions2023
Sanan ShirinianSage Center Director2023
Todd HaneyScience Teacher2022

Pay and hours

year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.
NameTitle as filedHours a weekPay from the organisationRelated organisationsOther
Patricia MerzHead of School40$950k$222k
Jill LivermoreCfoo40$334k$29k
Matthew BalossiAssistant Head of School40$240k$107k
Matthew SahlinDirector of Advancement40$224k$29k
Sanan ShirinianDirector of Sage Center40$207k$23k
Peter JordanDirector of Admissions and Financial Aid40$196k$54k
Brian McMahonArts Department Faculty & Department Chair40$182k$41k
Mike BolenBoard Chair1$0
Rick LoweVice Chair1$0
Sudesh MariappaTreasurer1$0
Richard LeeSecretary1$0
Priyan ChandraratnaTrustee1$0
Christopher CuffTrustee1$0
Mohit MittalTrustee1$0
Tom OrradreTrustee1$0
Colleen RiversTrustee1$0
Kim StobartTrustee1$0
Kathy WilkTrustee1$0
Alice XuTrustee1$0
Tyler HuTrustee1$0
Jennifer LeeTrustee1$0
Laney TuckerTrustee1$0
Armin ZerzaTrustee1$0

About

Legal name
Sage Hill School
EIN
330729698
Address
20402 Newport Coast Dr, Newport Coast, CA, 92657-0300
State
California
Mission
We inspire in our students a love of knowledge and the ability to use that knowledge creatively, compassionately and courageously throughout their lives.sage hill school's commitment to academic excellence and our outstanding college preparation have provided a transformative experience for our students. Academic excellence - sage hill offers a rigorous, comprehensive curriculum that... (as filed on the Form 990)
Activity (NTEE)
B200 Education
IRS classification
501(c)03 (tax-exempt under section 501(c)(3) where shown)
Classified purpose
Education
Size band
9 (IRS master file code)
Formed
1996
Principal officer
Patricia Merz (as named on the Form 990)
IRS ruling date
1 September 1997
Status
Code 01 (unconditional exemption)
Form 990 filings on record
6, latest 2023
IRS Publication 78
PC (contributions deductible)

Most connected

Longest observed on the filings

≥8years on the filingsMike Bolen
≥8years on the filingsDavid Fishman
≥8years on the filingsRick Lowe
≥8years on the filingsSandy Irani

Latest return

year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.
Total assets
$201.7m
Total liabilities
$79.4m
Net assets or fund balances
$122.4m
Contributions and grants received
$6.7m
Program service revenue
$32.7m
Grants and similar paid out
$3.6m
Employees
208
Volunteers
300