2024-04-26T13:45:00-05:00 2023-06-30 946214841 ARMANINO LLP 11766 WILSHIRE BLVD 9TH FLOOR LOS ANGELES CA 90025 990 2022-07-01 510188298 CURTIS SCHOOL FOUNDATION CURT 3104761251 15871 MULHOLLAND DRIVE LOS ANGELES CA 90049 BRIAN M HOLLIS CHIEF FINANCIAL OFFICER 3104761251 2024-04-25 1 BRIAN HOLLIS XXX-XX-XXXX 1 MATTHEW PETROSKI P00853132 3104784148 2024-04-25 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z BRIAN M HOLLIS 15871 MULHOLLAND DRIVE LOS ANGELES CA 90049 25145884 0 X CURTISSCHOOL.ORG X 1976 CA CURTIS SCHOOL FOUNDATION OPERATES A PRIMARY SCHOOL FOR DEVELOPMENTAL K-6TH GRADE. 19 19 148 100 0 0 2701901 4449052 17712515 18539199 1406230 1495712 296110 349452 22116756 24833415 1861555 1704905 0 0 12707881 12670908 0 325000 1243191 6324306 7242355 20893742 21943168 1223014 2890247 70090199 77010170 17176462 17975599 52913737 59034571 THE MISSION OF CURTIS SCHOOL IS TO PROVIDE A WELL-ROUNDED EDUCATIONAL EXPERIENCE THAT WILL PREPARE STUDENTS TO PURSUE CONFIDENTLY THE JOURNEY OF THEIR LIVES. 0 0 15722684 1704905 18539199 THE FOUNDATION OPERATES A PRIMARY SCHOOL FOR DEVELOPMENTAL KINDERGARTEN THROUGH THE SIXTH GRADE. THERE WERE 490 STUDENTS ENROLLED DURING THE 2022-2023 SCHOOL YEAR. 15722684 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 104 0 1 148 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X BRIAN HOLLIS CHIEF FINANCIAL OFFICER 3104761251 15871 MULHOLLAND DRIVE LOS ANGELES CA 90049 MEERA RATNESAR HEAD OF SCHOOL 40.00 X 374371 0 117832 BRIAN HOLLIS CFO 40.00 X 194501 0 16284 SARAH TINSLEY COO 40.00 X 193167 0 17266 MARIAN W PETRIE DIRECTOR OF ADMISSIONS 40.00 X 170516 0 27318 CORINNE SCHULMAN DIRECTOR OF ADVANCEMENT 40.00 X 166312 0 28595 TESSA MCKEOWN DIRECTOR OF LOWER ELEMENTARY 40.00 X 169131 0 24186 JEFFREY ALBERT DIRECTOR OF FACILITIES 40.00 X 154126 0 32927 ROB FRIEDMAN CHAIR 2.00 X X 0 0 0 CRAIG VARNEN 1ST VICE-CHAIR 2.00 X X 0 0 0 TRACY MINKER 2ND VICE-CHAIR 2.00 X X 0 0 0 ALLAN SCHWEITZER TREASURER 2.00 X X 0 0 0 THEA ANDREWS WOLF SECRETARY 2.00 X X 0 0 0 ERICKSON ALBRECHT TRUSTEE 2.00 X 0 0 0 KAVITHA BHATIA TRUSTEE 2.00 X 0 0 0 DILIP BHAVNANI TRUSTEE 2.00 X 0 0 0 RYAN BOCUZZI TRUSTEE 2.00 X 0 0 0 STEVE CHANG TRUSTEE 2.00 X 0 0 0 DANA COLEMAN TRUSTEE 2.00 X 0 0 0 ELIZABETH ENGLISH TRUSTEE 2.00 X 0 0 0 VANESSA KEITH GARCIA TRUSTEE (THRU 6/2023) 2.00 X 0 0 0 JIM MILLER TRUSTEE 2.00 X 0 0 0 KEVIN NEWMAN TRUSTEE 2.00 X 0 0 0 HARSHITH RAMESH TRUSTEE 2.00 X 0 0 0 KARLA SAYLES TRUSTEE 2.00 X 0 0 0 LESLIE VERMUT TRUSTEE 2.00 X 0 0 0 JOHN WIMBISH TRUSTEE 2.00 X 0 0 0 RACHEL YANG TRUSTEE 2.00 X 0 0 0 1422124 0 264408 30 0 1 0 TUMBLEWEED PO BOX 49291 LOS ANGELES CA 90049 BUSING 360700 PICA SULLIVAN ARCHITECTS LTD 145 W FAIRFAX AVE SUITE 403 LOS ANGELES CA 90036 ARCHITECTS 347097 COMMUNITY COUNSELING SERVICE CO LLC PO BOX 824885 PHILADELPHIA PA 191824885 CONSULTING FIRM 325000 ERNESTO ROMOBANANO'S GARDENING SERVICE 7515 AQUEDUCT AVE VAN NUYS CA 91406 LANDSCAPE MAINTENANCE 262745 KOHL BUILDING MAINTENANCE 9620 TOPANGA CANYON PLACE UNIT F CHATSWORTH CA 91311 CLEANING SERVICES 260820 11 125713 4323339 393213 4449052 TUITION 611600 17350532 17350532 AUXILLARY 611600 581917 581917 BUSING 611600 331125 331125 AFTER SCHOOL PROGRAM 611600 231225 231225 FEES - APPLICATIONS 611600 44400 44400 18539199 1013939 1013939 481773 0 481773 481773 481773 661921 125713 312469 349452 349452 24833415 18539199 0 1845164 1704905 1704905 721440 188477 437261 95702 9177002 6690390 2300028 186584 520608 398031 114604 7973 1525926 1125696 370806 29424 725932 532797 176689 16446 347378 347378 68000 68000 325000 325000 850865 146238 305649 398978 217106 116461 98603 2042 369042 352081 15791 1170 1396549 1205760 183207 7582 364015 362536 1420 59 43597 31491 11464 642 1131016 976503 148373 6140 INSTRUCTIONAL EXPENSES 738074 734210 3659 205 STUDENT ACTIVITIES 732091 732091 OUTREACH, HOSPITALITY A 617506 352225 128430 136851 BAD DEBT 165467 165467 201649 72792 100464 28393 21943168 15722684 4977293 1243191 4553129 5349391 1968701 1840341 243250 1789644 11715929 11461232 268433 268747 35607939 27803753 7073314 7804186 44267443 46340617 2156012 70090199 77010170 1137195 1328177 16039267 16647422 17176462 17975599 X 20546345 21240999 32367392 37793572 52913737 59034571 70090199 77010170 2890247 3230587 0 X 0 1 X 1 0 X 1832837 2318612 1880358 2701901 4449052 13182760 1832837 2318612 1880358 2701901 4449052 13182760 742537 12440223 936050 914192 779497 828743 1013939 4472421 126885 154239 134162 296110 349452 1060848 18716029 84413692 0.66470 0.60060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 31685013 3543116 157638 35070491 36198526 -4387800 125713 31685013 29254293 450 7056880 113097 36198526 28401793 478200 1935100 502900 1057900 29254293 26470993 294600 2225500 328200 261100 28401793 0.02147 0.30099 0.67754 1 0 659848 659848 22779089 18055187 4723902 640324 616394 23930 7268471 6487801 780670 4260207 2644371 1615836 7804186 X 26229434 3230587 -129663 3100924 23128510 1704905 1704905 24833415 20108600 0 20108600 1834568 1834568 21943168 PART V, LINE 4: ENDOWMENT FUNDS ARE INVESTED FOR LONG-TERM GROWTH TO SERVE PRESENT AND FUTURE GENERATIONS OF STUDENTS. THE INCOME FROM ENDOWMENT FUNDS IS APPROPRIATED IN ACCORDANCE WITH THE SCHOOL'S INVESTMENT SPENDING POLICY AND IS USED IN ACCORDANCE WITH DONOR-IMPOSED RESTRICTIONS OR, IN THE ABSENCE OF THEREOF, TO SUPPORT THE SCHOOL'S GENERAL OPERATIONS. PART X, LINE 2: THE SCHOOL IS A QUALIFIED ORGANIZATION 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'S MANAGEMENT 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -129,663. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 1,704,905. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 1,704,905. FUNDRAISING EXPENSES 129,663. 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 NONDISCRIMINATORY POLICY HAS BEEN PUBLICIZED ON THE SCHOOL'S WEBSITE HOMEPAGE. X X X 1 COMMUNITY COUNSELLING SERVICE CO LLC PO BOX 824885 PHILADELPHIA PA 191824885 CONSULTING 0 1675500 325000 1350500 1675500 325000 1350500 CA CURTIS CELEBRATES 391641 75821 315820 21297 75889 3676 24720 FAIR 225673 49892 175781 14548 30151 39973 75855 2 170320 170320 26360 787634 125713 661921 35845 106040 43649 126935 312469 349452 1 SCHOLARSHIPS 73 1704905 FMV DIRECT CREDIT TO STUDENT ACCOUNT PART I, LINE 2: CURTIS SCHOOL FOUNDATION PROVIDES FINANCIAL AID TO BOTH NON-FACULTY AND FACULTY. IN ACCORDANCE WITH THE FOUNDATION'S SCHOLARSHIP POLICY, AID IS AWARDED BASED ON EACH FAMILY'S DEMONSTRATED NEED, WITHOUT REGARD TO RACE, COLOR, NATIONAL AND ETHNIC ORIGIN, OR GENDER. THE CURTIS SCHOOL USES THE COMMUNITY BRANDS' SCHOOL AND STUDENT SERVICES ONLINE FINANCIAL AID SYSTEM (SOLUTIONS BY SSS) TO EVALUATE FAMILY APPLICATIONS FOR NEED-BASED SCHOLARSHIP AWARDS FOR STUDENTS. ALL FAMILY-PROVIDED DOCUMENTS AND DATA IS COLLECTED AND STORED BY SOLUTIONS BY SSS. IN ADDITION, CURTIS SCHOOL'S NOTES AND AWARD DETERMINATIONS ARE STORED ELECTRONICALLY BY SOLUTIONS BY SSS AS WELL. X 1 1 X X X X 0 0 0 0 0 0 0 1 0 MEERA RATNESAR HEAD OF SCHOOL 374371 0 0 0 0 0 21350 0 96482 0 492203 0 0 0 BRIAN HOLLIS CFO 192001 0 2500 0 0 0 6953 0 9331 0 210785 0 0 0 SARAH TINSLEY COO 190667 0 2500 0 0 0 6080 0 11186 0 210433 0 0 0 MARIAN W PETRIE DIRECTOR OF ADMISSIONS 165516 0 5000 0 0 0 16162 0 11156 0 197834 0 0 0 CORINNE SCHULMAN DIRECTOR OF ADVANCEMENT 161312 0 5000 0 0 0 12368 0 16227 0 194907 0 0 0 TESSA MCKEOWN DIRECTOR OF LOWER ELEMENTARY 164131 0 5000 0 0 0 8572 0 15614 0 193317 0 0 0 JEFFREY ALBERT DIRECTOR OF FACILITIES 149126 0 5000 0 0 0 16415 0 16512 0 187053 0 0 0 PART I, LINE 1A FOR THE CONVENIENCE OF THE SCHOOL AND IN FULFILLMENT OF THE JOB RESPONSIBILITIES, THE HEAD OF SCHOOL IS REQUIRED TO OCCUPY SCHOOL-OWNED HOUSE LOCATED ON CAMPUS. PART I, LINE 7 THE DISCRETIONARY PAYMENTS (LISTED ON SCHEDULE J, PART II, COLUMN B(II)) ARE DETERMINED BY THE HEAD OF SCHOOL AND ARE PAID TO ALL EMPLOYEES IN GOOD STANDING. X 13 393213 0 0 0 0 PART I, COLUMN (B): THIS NUMBER REFLECTS THE NUMBER OF CONTRIBUTORS, NOT THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION B, LINE 11B AFTER INTERNAL MANAGEMENT REVIEW BY CFO, AUDIT COMMITTEE DESIGNATED BY THE BOARD OF TRUSTEES REVIEWS AND APPROVES THE FORM 990 AND NOTIFIES THE BOARD OF THE RESULTS OF THEIR REVIEW. AUDIT COMMITTEE MEMBERS ARE PROVIDED WITH A COPY OF THE AUDITED FINANCIAL STATEMENTS TO USE IN REVIEW. THE FORM 990 IS DISTRIBUTED TO THE ENTIRE BOARD OF TRUSTEES AFTER THE REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION CONSISTENTLY MONITORS COMPLIANCE WITH CONFLICT OF INTEREST POLICY (QUESTIONNAIRES TO THE BOARD MEMBERS AND OFFICERS, ETC.) FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE COMMITTEE (ALL INDEPENDENT MEMBERS) CLOSELY REVIEWS AVAILABLE MARKET DATA TO DETERMINE COMPENSATION FOR HEAD OF SCHOOL. DATA MADE AVAILABLE TO FULL BOARD OF TRUSTEES (ALL INDEPENDENT MEMBERS) FOR THE APPROVAL OF COMPENSATION. EXECUTIVE COMMITTEE (ALL INDEPENDENT MEMBERS) REVIEW AVAILABLE MARKET DATA FOR COMPENSATION, AND REVIEWS AND APPROVES THE PROPOSED HEAD OF SCHOOL BUDGET, WHICH INCLUDES COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.