2024-02-13T14:16:17-06:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 1925 CENTURY PARK E 16TH FLOOR LOS ANGELES CA 90067 990 2022-07-01 954064778 CRESTVIEW PREPARATORY SCHOOL CRES 8189520925 140 FOOTHILL BLVD LA CANADA FLINTRIDGE CA 91011 BAUDELIA C TAYLOR HEAD OF SCHOOL 8189520925 2024-02-12 1 BAUDELIA TAYLOR 999009999 1 KAREN LO P02141262 3102732501 2024-02-12 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z BAUDELIA C TAYLOR 140 FOOTHILL BLVD LA CANADA FLINTRIDGE CA 91011 6175327 0 X WWW.CRESTVIEWPREP.ORG X 1986 CA A COEDUCATIONAL DAY SCHOOL PROVIDING EDUCATION FOR STUDENTS FROM K-6 GRADES. 17 16 53 125 0 0 639089 731561 4832944 5178168 1779 38177 28815 155673 5502627 6103579 751686 769740 0 0 3216759 3445063 0 0 189145 1344051 1677914 5312496 5892717 190131 210862 7415861 10101189 4006052 6491517 3409809 3609672 X WE BELIEVE CHILDHOOD IS EXTRAORDINARY. CRESTVIEW CULITIVATES ACADEMIC EXCELLENCE BY NUTURING INDIVIDUAL POTENTIAL, EMPOWERING STUDENTS TO LEAR JOYFULLY AND DISCOVER THEIR UNIQUE TALENTS WITHING OUR CARING COMMUNITY THAT FOSTERS BELONGING. WE CHALLENGE OUR STUDENTS TO BE DEEP THINKERS, RESPONSIBLE INNOVATORS, AND COMPASSIONATE LEADERS. 0 0 4801348 769740 5178168 THE SCHOOL PROVIDED AN ENHANCED ACADEMIC PROGRAM TO 198 STUDENTS IN TRANSITIONAL-KINDERGARTEN THROUGH 6TH GRADE. A TOTAL OF 30 STUDENTS GRADUATED TO MATRICULATE AT A VARIETY OF CHALLENGING COLLEGE PREPARATORY SCHOOLS IN THE GREATER PASADENA AND LOS ANGELES AREAS. 4801348 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 1 53 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X BAUDELIA TAYLOR 8189520925 140 FOOTHILL BLVD LA CANADA FLINTRIDGE CA 91011 BAUDELIA TAYLOR HEAD OF SCHOOL, PRESIDENT 40.00 X X 232231 0 13934 KATIE LOPEZ BOARD CHAIR 5.00 X X 0 0 0 BONNIE WONGTRAKOOL FINANCE CHAIR/TREASURER 1.00 X X 0 0 0 DEVIN AGRAN TRUSTEE 1.00 X 0 0 0 RASHEDA CARROL TRUSTEE 1.00 X 0 0 0 TUBA DIKEN TRUSTEE 1.00 X 0 0 0 FRED ESRAILIAN TRUSTEE 1.00 X 0 0 0 JOANN FANG TRUSTEE 1.00 X 0 0 0 MAUREEN HOLLAND TRUSTEE 1.00 X 0 0 0 MICHAEL KRUPCZAK TRUSTEE 1.00 X 0 0 0 ROBERT LAVICHANT TRUSTEE 1.00 X 0 0 0 IVAN LEUNG TRUSTEE 1.00 X 0 0 0 JAY LI TRUSTEE 1.00 X 0 0 0 EDITH NAVASARGIAN TRUSTEE 1.00 X 0 0 0 LIOR PACHTER TRUSTEE 1.00 X 0 0 0 FARNAZ PARVINI TRUSTEE 1.00 X 0 0 0 ASHLEY SMITH TRUSTEE 1.00 X 0 0 0 MARY TERTEROV TRUSTEE 1.00 X 0 0 0 THOMAS WHEATLEY END SEPT 2022 DIR. OF FINANCE & OPERATIONS 40.00 X 96463 0 14571 KATIE LUNA START APR 2023 DIR. OF FINANCE & OPERATIONS 40.00 X 0 0 0 THOMAS DECLERK ASSISTANT HEAD OF SCHOOL 40.00 X 105592 0 11420 434286 0 39925 2 0 1 0 CHRIS RILEY 18105 ANDREA CIRCLE NORTH 2 NORTHRIDGE CA 91325 FACILITIES PROJECTS CONTRACTOR 124069 1 96706 634855 2308 731561 TUITION AND FEES 611600 4858072 4858072 AUXILIARY ACTIVITIES 611710 214594 214594 SUMMER SCHOOL 611710 105502 105502 5178168 38177 38177 227421 96706 71748 155673 155673 6103579 5178168 0 193850 769740 769740 328091 78760 196824 52507 2585393 2285208 222377 77808 122848 110495 9058 3295 185824 153512 24023 8289 222907 181802 31289 9816 3750 3750 34185 34185 26156 26156 92651 23075 65117 4459 59826 37061 20356 2409 554842 443873 99872 11097 184525 147620 33214 3691 69037 54946 12717 1374 INSTRUCTIONAL EXPENSES 259243 259243 LANDSCAPE AND MAINTENAN 226585 181268 40785 4532 PROFESSIONAL DEVELOPMEN 62745 12549 43921 6275 OTHERS 53757 21705 29471 2581 50612 40491 9109 1012 5892717 4801348 902224 189145 859102 2041775 1771647 1779226 55082 42525 3305315 3430889 47933 20007 1700626 1346863 487315 353763 889467 959453 0 1473551 7415861 10101189 219232 242499 3786820 4754388 0 1494630 4006052 6491517 X 3206003 3406243 203806 203429 3409809 3609672 7415861 10101189 210862 -10999 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 148724 12180 160904 161087 -12363 148724 161039 48 161087 160877 162 161039 160674 203 160877 0.99600 0.00400 0 0 1241977 1091541 150436 458649 255322 203327 353763 OPERATING RIGHT OF USE ASSETS 1473551 1473551 OPERATING LEASE LIABILITY 1494630 1494630 X 5382840 -10999 60000 -769740 -720739 6103579 0 6103579 5182977 60000 60000 5122977 769740 769740 5892717 PART V, LINE 4: THE SCHOOL'S ENDOWMENT PRINCIPALLY CONSISTS OF A SINGLE DONOR-RESTRICTED FUND ESTABLISHED FOR TECHNOLOGY. PART X, LINE 2: THE SCHOOL HAS RECEIVED FAVORABLE DETERMINATION LETTERS FROM THE INTERNAL REVENUE SERVICE AND THE STATE OF CALIFORNIA INDICATING IT IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER THE INTERNAL REVENUE CODE AND CALIFORNIA REVENUE TAXATION CODE. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES PROVIDE ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ORGANIZATION IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES ALL OF THE POSITIONS TAKEN BY THE SCHOOL ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID -769,740. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 769,740. 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 PUBLICIZES ITS RACIALLY NONDISCRIMINATORY POLICY IN ALL ITS BROCHURES, OTHER WRITTEN COMMUNICATION, ITS WEBSITE, AND THE NEWSPAPER (THE LOS ANGELES TIMES). PARENT ASSOCIATION 234747 65690 169057 36906 WALK-A-THON 31016 31016 3 47521 47521 17430 313284 96706 216578 54336 54336 162242 1 FINANCIAL ASSISTANCE 51 769740 N/A N/A PART I, LINE 2: FINANCIAL AID IS GRANTED TO STUDENTS BASED ON FINANCIAL NEEDS AS DETERMINED BY THE FINANCIAL ASSISTANCE COMMITTEE AND ON A RACIALLY NON-DISCRIMINATORY BASIS. X X X X 0 0 0 0 0 0 0 0 0 BAUDELIA TAYLOR HEAD OF SCHOOL, PRESIDENT 232231 0 0 0 0 0 13934 0 0 0 246165 0 0 0 PART I, LINE 3 DASL COMPARATIVE DATABASE OF THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS (NAIS) IS USED FOR THE PURPOSE OF DETERMINING THE SALARY LEVELS OF THE SCHOOL'S KEY EMPLOYEES. THE HEAD OF SCHOOL'S COMPENSATION IS ESTABLISHED BY THE INDEPENDENT MEMBERS OF THE BOARD OF TRUSTEES. ANNUALLY, BOARD MEMBERS REVIEW NAIS COMPARATIVE DATA AND COMPARATIVE LOCAL INFORMATION PROVIDED ON OTHER ORGANZATIONS FORM 990S IN DETERMINING HER MULTI YEAR CONTRACT AMOUNTS. TRUSTEE 17720 TUITION ASSISTANCE FORM 990, PART VI, SECTION A, LINE 1A FINANCE COMMITTEE - THIS COMMITTEE SHALL CONSIST OF THREE CURRENT TRUSTEES AND UP TO TWO OTHER MEMBERS (EITHER TRUSTEES OR OUTSIDE PARTIES), WHO SHALL ESTABLISH AND EVALUATE THE CORPORATION'S SCHOOL BUDGET, FINANCIAL PROJECTIONS, FUNDRAISING PROJECTS, AND ALL OTHER MATTERS RELATING TO THE MANAGEMENT AND DEVELOPMENT OF THE SCHOOL'S FINANCES, IN CONJUNCTION WITH THE HEAD OF THE SCHOOL AND THE SCHOOL FINANCIAL ADMINISTRATOR. COMMITTEE SHALL HAVE THE POWER TO PRESCRIBE THE MANNER IN WHICH ITS PROCEEDINGS SHALL BE CONDUCTED. THE COMMITTEE MAKES RECOMMENDATIONS THAT ARE SUBJECT TO THE APPROVAL OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B THE DIRECTOR OF FINANCE AND OPERATIONS REVIEWS THE 990 RETURN AND DISTRIBUTES A COPY TO EACH BOARD MEMBER FOR COMMENT AND APPROVAL PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF TRUSTEES AFFIRMS THAT THE TRUSTEES, OFFICERS, ADMINISTRATORS, FACULTY AND OTHER EMPLOYEES OF THE SCHOOL HAVE AN OBLIGATION TO EXERCISE THEIR AUTHORITY AND TO CARRY OUT THE DUTIES OF THEIR RESPECTIVE POSITIONS FOR THE SOLE BENEFIT OF THE SCHOOL. THEY SHOULD AVOID PLACING THEMSELVES IN POSITIONS IN WHICH THEIR PERSONAL INTERESTS ARE, OR MAY BE, IN CONFLICT WITH THE INTERESTS OF THE SCHOOL. WHERE A POTENTIAL CONFLICT OF INTEREST EXISTS, IT SHALL BE THE RESPONSIBILITY OF THE PERSON INVOLVED, OR ANY OTHER PERSON WITH KNOWLEDGE, TO NOTIFY THE BOARD OF TRUSTEES OF THE CIRCUMSTANCES RESULTING IN THE POTENTIAL CONFLICT SO THAT THE BOARD OF TRUSTEES CAN PROVIDE SUCH GUIDANCE AND TAKE SUCH ACTION AS IT SHALL DEEM APPROPRIATE. EACH BOARD MEMBER SUBMITS A WRITTEN CONFLICT OF INTEREST DISCLOSURE FORM ON AN ANNUAL BASIS. THE FORMS ARE REVIEWED BY THE BUSINESS OFFICE ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 DASL COMPARATIVE DATABASE OF THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS (NAIS) IS USED FOR THE PURPOSE OF DETERMINING THE SALARY LEVELS OF THE SCHOOL'S KEY EMPLOYEES. THE HEAD OF SCHOOL'S COMPENSATION IS ESTABLISHED BY THE INDEPENDENT MEMBERS OF THE BOARD OF TRUSTEES. ANNUALLY, BOARD MEMBERS REVIEW NAIS COMPARATIVE DATA AND COMPARATIVE LOCAL INFORMATION PROVIDED ON OTHER ORGANZATIONS FORM 990S IN DETERMINING HER MULTI YEAR CONTRACT AMOUNTS. THIS PROCESS LAST OCCURRED IN 2022 AT THE BEGINNING OF THE HEAD OF SCHOOL'S CURRENT CONTRACT'S INCEPTION. THE MOST RECENT REVIEW AND APPROVAL FOR THE SALARIES OF THE DIRECTOR OF FINANCE AND OPERATIONS TOOK PLACE IN 2022. FORM 990, PART VI, SECTION C, LINE 18 THE SCHOOL'S FORMS 1023 AND 990 ARE AVAILABLE UPON REQUEST. THE FORM 990 IS ALSO AVAILABLE ON THE PUBLIC WEBSITE WWW.GUIDESTAR.ORG. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. 990 PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR