2024-01-15T21:30:36-06:00 2023-06-30 946214841 ARMANINO LLP 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2022-07-01 941492272 THE COLLEGE PREPARATORY SCHOOL COLL 5106520111 6100 BROADWAY OAKLAND CA 94618 MRUNALINI PARVATANENI BOARD CHAIR 5106520111 2024-01-15 1 MRUNALINI PARVATANENI 999009999 1 KATY BROWN P00650274 9257902600 2024-01-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z THANH TRAN 6100 BROADWAY OAKLAND CA 94618 25227623 0 X WWW.COLLEGE-PREP.ORG X 1960 CA THE COLLEGE PREPARATORY SCHOOL PREPARES STUDENTS FOR COLLEGE AND UNIVERSITY STUDY AND FOR PRODUCTIVE, ETHICAL LIVES. 17 17 159 350 0 0 3156680 2788400 18988322 19579247 1526291 1725501 6577 8097 23677870 24101245 2683323 2894130 0 0 12107142 12977157 0 0 1158415 5983555 5699941 20774020 21571228 2903850 2530017 82211395 86639069 17617838 18199755 64593557 68439314 X AT COLLEGE PREP WE BELIEVE IN THE FOUNDATIONAL IMPORTANCE OF SCHOLARSHIP, THE VALUE OF DIALOGUE, AND THE NEED FOR ACADEMICALLY CURIOUS YOUNG PEOPLE TO BELONG TO A KIND, CREATIVE, DIVERSE, AND JOYFUL COMMUNITY. WE CHALLENGE OUR STUDENTS TO ENGAGE DEEPLY IN LEARNING, APPRECIATE ONE ANOTHER, AND GROW INTO ADULTS WHO ARE INTELLECTUALLY ADVENTUROUS, ETHICALLY SURE-FOOTED, AND GENEROUS OF HEART AND SPIRIT. 0 0 15892009 2894130 19579247 THE COLLEGE PREPARATORY SCHOOL IS AN INDEPENDENT, CO-EDUCATIONAL DAY SCHOOL IN OAKLAND, CALIFORNIA, GRADES 9 THROUGH 12. FOR THE 2022-23 SCHOOL YEAR, THE COLLEGE PREPARATORY SCHOOL PROVIDED AN INSPIRING EDUCATION TO 369 STUDENTS, 25% OF WHOM RECEIVED APPROXIMATELY $2.9 MILLION IN NEED-BASED FINANCIAL AID. IN JUNE 2023, 95 SENIORS GRADUATED, WITH 93 MATRICULATING TO U.S. UNIVERSITITES AND 1 TO AN INTERNATIONAL UNIVERSITY. 15892009 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 1 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 55 0 1 159 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X THANH TRAN CFO 5104202359 6100 BROADWAY OAKLAND CA 94618 MRUNALINI PARVATANENI BOARD CHAIR 2.00 X X 0 0 0 LIANE RANDOLPH VICE CHAIR & SECRETARY 2.00 X X 0 0 0 JESSICA DURAN TREASURER 2.00 X X 0 0 0 YEN YEN CHOW TRUSTEE 2.00 X 0 0 0 MICHELLE COOPER TRUSTEE 2.00 X 0 0 0 SEBASTIAN DIGRANDE TRUSTEE 2.00 X 0 0 0 ADAM MESSINGER TRUSTEE 2.00 X 0 0 0 TIM RECKER TRUSTEE 2.00 X 0 0 0 SALIM SHELBY TRUSTEE 2.00 X 0 0 0 ABIGAIL TURIN TRUSTEE 2.00 X 0 0 0 SARAH WIGGLESWORTH TRUSTEE 2.00 X 0 0 0 JUGDEEP BAL TRUSTEE 2.00 X 0 0 0 TOM CLIFFORD TRUSTEE 2.00 X 0 0 0 AJAY GUPTA TRUSTEE (THRU 06/23) 2.00 X 0 0 0 JONATHAN HARRIS TRUSTEE (THRU 06/23) 2.00 X 0 0 0 JASON WALTHALL TRUSTEE (THRU 06/23) 2.00 X 0 0 0 NISA FRANK TRUSTEE (AS OF 07/22) 2.00 X 0 0 0 MATT LANGDON TRUSTEE (AS OF 07/22) 2.00 X 0 0 0 MICHAEL SWEET TRUSTEE (AS OF 07/22) 2.00 X 0 0 0 GENE WADE TRUSTEE (AS OF 07/22) 2.00 X 0 0 0 MONIQUE DEVANE HEAD OF SCHOOL 60.00 X 510600 0 210112 THANH TRAN CFO 40.00 X 291475 0 47029 MARTIN BONILLA DIR.COLLEGE COUNSELING(THRU 06/23) 40.00 X 226100 0 28972 STEVE CHABON DEAN OF STUDENTS 40.00 X 163802 0 50713 ALEXANDRIA OSEI-AMOAKO DEAN OF EQUITY AND BELONGING 40.00 X 151886 0 16084 EDWIN KIRIMI DIRECTOR OF TECHNOLOGY 40.00 X 151800 0 22653 DUANE MCNEIL DIRECTOR OF ATHLETICS 40.00 X 147934 0 20125 SARA SACKNER FORMER DIRECTOR OF ADVANCEMENT 40.00 X 146253 0 16778 1789850 0 412466 46 1 1 0 OVERAA 200 PARR BLVD RICHMOND CA 94801 CONSTRUCTION 2922410 HINES SERVICE INC 91 LOST LAKE LANE CAMPBELL CA 95008 MAINTENANCE, CUSTODIAL, AND SECURITY 861009 SOLAR TECHNOLOGIES 14 BETA COURT SAN RAMON CA 94583 SOLAR PANEL MATERIALS AND INSTALLATION 204245 HY FLOOR & GAMELINE PAINTING INC 961 COMMERCIAL STREET SAN CARLOS CA 94070 GYM FLOOR REPLACEMENT MATERIALS AND INST 199946 BAY AREA CHARTERS 3150 HILLTOP MALL RD 28 RICHMOND CA 94806 CHARTER BUS SERVICE 102585 5 169333 2619067 162054 2788400 TUITION AND FEES 611600 19549630 19549630 OTHER PROGRAM INCOME 611600 29617 29617 19579247 1569115 1569115 1172171 1007889 7896 164282 -7896 156386 156386 118690 169333 110593 8097 8097 24101245 19579247 0 1733598 2894130 2894130 1027782 218090 664299 145393 9502865 7584998 1167174 750693 556793 342296 214497 1150402 863591 286811 739315 487231 252084 74233 74233 94069 94069 418794 128980 286657 3157 12609 12609 160910 80626 53780 26504 526686 426687 66218 33781 1277400 954704 311585 11111 124356 114770 9526 60 621162 412516 147609 61037 14881 12649 2232 1368142 939680 392267 36195 396045 396045 SUPPLIES 356571 260929 27838 67804 EQUIP. RENTAL & MAINT 135280 132254 2247 779 DUES AND SUBSCRIPTIONS 87562 50527 35170 1865 BANK CHARGES 22770 4966 17804 8471 8471 21571228 15892009 4520804 1158415 1904071 396252 14158247 18120851 662717 302120 7434573 7781353 241877 143538 42328593 12885492 30303599 29443101 26383304 29037286 1123007 1414568 82211395 86639069 802818 674144 16322845 17107142 492175 418469 17617838 18199755 X 37041204 38908624 27552353 29530690 64593557 68439314 82211395 86639069 2530017 1315740 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 24382089 1121671 2468889 1028690 26943959 28766949 569171 -3996464 957567 24382089 22643420 170364 6875828 922663 28766949 22531983 118772 864950 872285 22643420 21959997 264290 1141818 834122 22531983 0.01540 0.63300 0.35160 0 0 95489 95489 38363822 9833003 28530819 1028311 676122 352189 2840971 2376367 464604 29443101 X PART V, LINE 4: EACH ENDOWMENT FUND IS USED FOR ITS INTENDED PURPOSE AS STIPULATED IN THE GIFT INSTRUMENTS, INCLUDING FINANCIAL AID, IN SUPPORT OF THE DRAMA PROGRAM, IN SUPPORT OF THE DEBATE PROGRAM, IN SUPPORT OF FACULTY SALARIES, ETC. PART X, LINE 2: THE SCHOOL AND TPP ARE QUALIFIED ORGANIZATIONS EXEMPT FROM FEDERAL INCOME AND CALIFORNIA FRANCHISE TAXES UNDER THE PROVISIONS OF SECTIONS 501(C)(3) OF THE INTERNAL REVENUE CODE AND 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE, RESPECTIVELY. THE SCHOOL HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF JUNE 30, 2023, THE SCHOOL DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL'S RACIALLY NONDISCRIMINATORY POLICY IS POSTED ON THE LANDING PAGE OF THE SCHOOL'S WEBSITE ACCORDING TO IRS STANDARDS. AUCTION 267229 169333 97896 62224 43929 OTHER EVENTS 20794 20794 4440 288023 169333 118690 62224 48369 110593 8097 1 FINANCIAL AID GRANTS 93 2894130 FMV DIRECT CREDIT TO STUDENTS ACCOUNT PART I, LINE 2: THE ORGANIZATION MONITORS THE USE OF GRANT FUNDS BY DIRECTLY APPLYING GRANTS TO TUITION OWED AND OTHER SCHOOL-RELATED EXPENSES SUCH AS BOOKS AND FIELD TRIPS. X 0 0 X X X X X 0 1 0 0 0 0 0 0 0 MONIQUE DEVANE HEAD OF SCHOOL 489083 0 0 0 21517 0 98260 0 111852 0 720712 0 0 0 THANH TRAN CFO 290875 0 0 0 600 0 18908 0 28121 0 338504 0 0 0 MARTIN BONILLA DIR.COLLEGE COUNSELING(THRU 06/23) 225500 0 0 0 600 0 16380 0 12592 0 255072 0 0 0 STEVE CHABON DEAN OF STUDENTS 163202 0 0 0 600 0 12474 0 38239 0 214515 0 0 0 EDWIN KIRIMI DIRECTOR OF TECHNOLOGY 151200 0 0 0 600 0 13122 0 9531 0 174453 0 0 0 DUANE MCNEIL DIRECTOR OF ATHLETICS 147334 0 0 0 600 0 10998 0 9127 0 168059 0 0 0 ALEXANDRIA OSEI-AMOAKO DEAN OF EQUITY AND BELONGING 151286 0 0 0 600 0 8412 0 7672 0 167970 0 0 0 SARA SACKNER FORMER DIRECTOR OF ADVANCEMENT 145653 0 0 0 600 0 7680 0 9098 0 163031 0 0 0 PART I, LINE 1A THE HEAD OF SCHOOL LIVES IN SCHOOL-OWNED HOUSING FOR THE CONVENIENCE AND BENEFIT OF THE SCHOOL, AS A CONDITION OF EMPLOYMENT. THE APPROXIMATE VALUE OF THE NONTAXABLE HOUSING BENEFIT RECEIVED BY THE HEAD OF SCHOOL IS $7,900 PER MONTH OR $94,800 ANNUALLY, AND THIS AMOUNT IS INCLUDED IN NONTAXABLE BENEFITS REPORTED ON SCHEDULE J, PART II. PART I, LINE 4B MONIQUE DEVANE, HEAD OF SCHOOL, IS PARTICIPATING IN A 457(F) PLAN EFFECTIVE 7/1/2022. THE AMOUNT CONTRIBUTED AS OF 6/30/2023 WAS $62,500. X 1800 FMV X 20 160254 FMV 0 0 1 1 PART I, COLUMN (B): THIS NUMBER REPRESENTS THE NUMBER OF CONTRIBUTORS, NOT THE NUMBER OF ITEMS CONTRIBUTED. PART I, LINE 32B: THE ORGANIZATION USES A THIRD-PARTY BROKER TO SELL DONATED SECURITIES WHEN RECEIVED. FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE COMMITTEE, CHIEF FINANCIAL OFFICER, CONTROLLER, HEAD OF SCHOOL, AND AUDIT COMMITTEE CHAIR REVIEW THE COMPLETED 990 WITH THE TAX PARTNERS. THE PUBLIC DISCLOSURE COPY OF THE 990 WAS SENT TO THE ENTIRE BOARD OF TRUSTEES AND WAS POSTED TO THE BOARD WEBSITE; A PAPER COPY OF THE COMPLETE 990 WAS PROVIDED FOR ALL BOARD MEMBERS TO REVIEW DURING A BOARD MEETING PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY INCLUDES BOARD TRUSTEES AND KEY EMPLOYEES. IN GENERAL, WHEN CONDUCTING THE BUSINESS OF THE SCHOOL AND AWARDING GRANTS, A CONFLICT OF INTEREST WILL BE PRESUMED WHEN A TRUSTEE/KEY EMPLOYEE OR SOMEONE WITH WHOM THE TRUSTEE/KEY EMPLOYEE HAS A CLOSE RELATIONSHIP (A FAMILY MEMBER OR CLOSE COMPANION) SERVES AS A TRUSTEE, DIRECTOR, OFFICER, OR STOCKHOLDER OF AN AFFECTED ORGANIZATION OR FIRM; HAS A FORMAL AFFILIATION OR INTEREST IN AN AFFECTED ORGANIZATION OR FIRM; OR COULD EXPECT FINANCIAL GAIN OR LOSS FROM A PARTICULAR DECISION. ANY POTENTIAL CONFLICT MUST BE DISCLOSED TO THE CHAIR OF THE BOARD AND SHARED WITH THE BOARD OF TRUSTEES. ALL TRUSTEES MUST MAKE A WRITTEN STATEMENT ANNUALLY ON A DESIGNATED FORM SUBMITTED TO THE SECRETARY OF THE BOARD DISCLOSING THE NATURE OF ANY CONFLICTED RELATIONSHIPS OR THE ABSENCE OF ANY CONFLICTING RELATIONSHIPS. ALL FORMS ARE REVIEWED AND SIGNED OFF BY THE SECRETARY OF THE BOARD. ALL KEY EMPLOYEES MUST MAKE A WRITTEN STATEMENT ANNUALLY ON A DESIGNATED FORM SUBMITTED TO THE CFO DISCLOSING THE NATURE OF ANY CONFLICTED RELATIONSHIPS OR THE ABSENCE OF ANY CONFLICTING RELATIONSHIPS. ALL FORMS ARE REVIEWED AND SIGNED OFF BY THE CFO AND RESULTS ARE REPORTED TO THE SECRETARY OF THE BOARD. ANY CONFLICTS OF INTEREST ARE DEALT WITH BY RECUSING THE TRUSTEE FROM VOTING ON CONFLICTED ISSUES, RECUSING THE KEY EMPLOYEE FROM ANY RELATED AGREEMENT THAT MIGHT BE VIEWED AS A CONFLICT, AND BY EXCUSING TRUSTEES OR KEY EMPLOYEES FROM THE ROOM WHEN A RELATED VOTE IS BEING TAKEN. FORM 990, PART VI, SECTION B, LINE 15A THE HEAD OF SCHOOL'S COMPENSATION IS DETERMINED BY THE BOARD OF TRUSTEES FOR EACH EMPLOYMENT CONTRACT PERIOD BASED ON PERFORMANCE AND TAKING INTO ACCOUNT COMPENSATION SURVEYS AND STUDIES AS WELL AS INFORMATION ABOUT COMPENSATION LEVELS AT PEER SCHOOLS AS PUBLISHED BY CAL-ISBOA AND NAIS. THE FINAL CONTRACT IS PROVIDED TO THE CHIEF FINANCIAL OFFICER WHO PROVIDES THE DIRECTIVE TO THE DIRECTOR OF FINANCE AND HUMAN RESOURCES MANAGER FOR PROPER PAYROLL AUTHORIZATION AND EXECUTION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS, FORM 990, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. A NOTICE DESCRIBING AVAILABILITY IS POSTED IN PLAIN VIEW IN THE BUSINESS OFFICE. THE PARTNERS PROGRAM 6100 BROADWAY OAKLAND CA 94618 202973102 THE ORGANIZATION IS A TUITION-FREE SUMMER SESSION AT THE SCHOOL. CA 501(C)(3) LINE 12A, I THE COLLEGE PREPARATORY SCHOOL 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 THE PARTNERS PROGRAM N 69816 FMV THE PARTNERS PROGRAM O 65771 FMV THE PARTNERS PROGRAM Q 232132 FMV