2025-04-25T17:13:12-05:00 2024-06-30 946214841 ARMANINO ADVISORY LLC 2121 AVENUE OF THE STARS 15TH FLOOR LOS ANGELES CA 90067 990 2023-07-01 510188298 CURTIS SCHOOL FOUNDATION CURT 3104761251 15871 MULHOLLAND DRIVE LOS ANGELES CA 90049 BRIAN M HOLLIS CHIEF FINANCIAL OFFICER 3104761251 2025-04-25 1 1 MATTHEW PETROSKI P00853132 3104784148 2025-04-25 2023 2025-03-06 01:10:19Z BRIAN M HOLLIS 15871 MULHOLLAND DRIVE LOS ANGELES CA 90049 28280971 0 X CURTISSCHOOL.ORG X 1976 CA CURTIS SCHOOL FOUNDATION OPERATES A PRIMARY SCHOOL FOR DEVELOPMENTAL K-6TH GRADE. 20 20 139 100 0 0 4449052 5550151 18539199 19201650 1495712 3559451 349452 354272 24833415 28665524 1704905 1768210 0 0 12670908 13174110 325000 0 763898 7242355 6535360 21943168 21477680 2890247 7187844 77010170 113760816 17975599 44000770 59034571 69760046 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 16056033 1768210 19201650 THE FOUNDATION OPERATES A PRIMARY SCHOOL FOR DEVELOPMENTAL KINDERGARTEN THROUGH THE SIXTH GRADE. THERE WERE 492 STUDENTS ENROLLED DURING THE 2023-2024 SCHOOL YEAR. 16056033 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 113 0 1 139 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 20 20 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 CRAIG VARNEN CHAIR 2.00 X X 0 0 0 TRACY MINKER 1ST VICE-CHAIR 2.00 X X 0 0 0 DILIP BHAVNANI 2ND VICE-CHAIR 2.00 X X 0 0 0 STEVE CHANG TREASURER 2.00 X X 0 0 0 HARSHITH RAMESH 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 RYAN BOCUZZI TRUSTEE 2.00 X 0 0 0 LEE CHU TRUSTEE 2.00 X 0 0 0 MARSHALL COLE TRUSTEE 2.00 X 0 0 0 DANA COLEMAN TRUSTEE 2.00 X 0 0 0 CASEY FEDERMAN TRUSTEE 2.00 X 0 0 0 ROB FRIEDMAN TRUSTEE 2.00 X 0 0 0 NICK MATUS TRUSTEE 2.00 X 0 0 0 KEVIN NEWMAN 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 THEA ANDREWS WOLF TRUSTEE 2.00 X 0 0 0 RACHEL YANG TRUSTEE 2.00 X 0 0 0 MEERA RATNESAR HEAD OF SCHOOL 40.00 X 399093 0 120254 BRIAN HOLLIS CFO 40.00 X 228968 0 23108 SARAH TINSLEY COO 40.00 X 203931 0 21529 MARIAN W PETRIE DIRECTOR OF ADMISSIONS 40.00 X 167561 0 28087 JEFFREY ALBERT DIRECTOR OF FACILITIES 40.00 X 159394 0 35247 CORINNE SCHULMAN DIRECTOR OF ADVANCEMENT 40.00 X 164284 0 30115 ASHLEY MA DIR OF 6TH GR & SECOND. SCHOOL OUTPLACEMENT 40.00 X 145534 0 23234 1468765 0 281574 29 0 1 0 PICA SULLIVAN ARCHITECTS LTD 145 W FAIRFAX AVE SUITE 403 LOS ANGELES CA 90036 ARCHITECTS 954849 FULCRUM LEARNING SYSTEMS INC 10736 JEFFERSON BLVD 617 CULVER CITY CA 90230 STUDENT DEVELOPMENT PROGRAMS 512975 COMMUNITY COUNSELING SERVICE CO LLC PO BOX 824885 PHILADELPHIA PA 191824885 CONSULTING FIRM 360000 KOHL BUILDING MAINTENANCE 9620 TOPANGA CANYON PLACE UNIT F CHATSWORTH CA 91311 CLEANING SERVICES 274326 OSCAR AGUIRRE 1129 W 49TH STREET LOS ANGELES CA 90037 PAINTING 255800 16 100333 5449818 225615 5550151 TUITION 611600 18079142 18079142 AUXILLARY 611600 482697 482697 BUSING 611600 427332 427332 AFTER SCHOOL PROGRAM 611600 172014 172014 FEES - APPLICATIONS 611600 40465 40465 19201650 1225200 1225200 1636103 -698148 2334251 2334251 2334251 667867 100333 313595 354272 354272 28665524 19201650 0 3913723 1768210 1768210 720254 137817 372595 209842 9459528 6902844 2346220 210464 573458 409124 148986 15348 1671470 1270625 368956 31889 749400 539938 185809 23653 15727 15727 74050 74050 413834 189968 164609 59257 259416 144203 112613 2600 382594 365010 16371 1213 1354601 1169543 177704 7354 402328 400803 1464 61 32996 23926 8589 481 1014145 875598 133041 5506 STUDENT ACTIVITIES 731563 731563 INSTRUCTIONAL EXPENSES 684857 683204 1565 88 OUTREACH, HOSPITALITY A 671159 387750 141384 142025 BAD DEBT 266999 266999 231091 55907 121067 54117 21477680 16056033 4657749 763898 5349391 9934990 1840341 960996 1789644 2900602 11461232 12655874 268747 519699 39159534 28812991 7804186 10346543 46340617 72241017 2156012 4201095 77010170 113760816 1328177 1954009 16647422 17033822 25012939 17975599 44000770 X 21240999 24963688 37793572 44796358 59034571 69760046 77010170 113760816 X 7187844 3737986 -200355 X 0 1 X 1 0 X 2318612 1880358 2701901 4449052 5550151 16900074 2318612 1880358 2701901 4449052 5550151 16900074 765004 16135070 914192 779497 828743 1013939 1225200 4761571 154239 134162 296110 349452 354272 1288235 22949880 87857402 0.70310 0.66470 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 35070491 5264345 1029547 39305289 31685013 3543116 157638 35070491 36198526 -4387800 125713 31685013 29254293 450 7056880 113097 36198526 28401793 478200 1935100 502900 1057900 29254293 0.02100 0.26900 0.71000 1 0 659848 659848 22872754 18694418 4178336 640324 618821 21503 7512922 6793990 718932 7473686 2705762 4767924 10346543 X 30300833 3737986 3737986 26562847 2102677 2102677 28665524 19575358 0 19575358 1902322 1902322 21477680 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, 2024, THE SCHOOL DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 1,768,210. LOSS ON UNCOLLECTIBLE CONTRIBUTIONS RECEIVABLE 200,355. FUNDRAISING EXPENSES 134,112. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 1,768,210. FUNDRAISING EXPENSES 134,112. 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. CURTIS CELEBRATES 381644 53471 328173 21689 71578 5445 22536 FAIR 230424 46862 183562 20605 44122 43738 60865 2 156132 156132 23017 768200 100333 667867 42294 115700 49183 106418 313595 354272 1 SCHOLARSHIPS 63 1768210 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 399093 0 0 0 0 0 23100 0 97154 0 519347 0 0 0 BRIAN HOLLIS CFO 223968 0 5000 0 0 0 11347 0 11761 0 252076 0 0 0 SARAH TINSLEY COO 196931 0 7000 0 0 0 9981 0 11548 0 225460 0 0 0 MARIAN W PETRIE DIRECTOR OF ADMISSIONS 162561 0 5000 0 0 0 16607 0 11480 0 195648 0 0 0 JEFFREY ALBERT DIRECTOR OF FACILITIES 154394 0 5000 0 0 0 16867 0 18380 0 194641 0 0 0 CORINNE SCHULMAN DIRECTOR OF ADVANCEMENT 159284 0 5000 0 0 0 12709 0 17406 0 194399 0 0 0 ASHLEY MA DIR OF 6TH GR & SECOND. SCHOOL OUTPL 140534 0 5000 0 0 0 10130 0 13104 0 168768 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. A CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY 352273601 13067RDW0 2024-02-14 25391354 CURTIS SCHOOL FOUNDATION PROJECT 0 0 0 A 25621449 383323 1575258 23662868 2025 0 0 0 1 A 0 0 0 0 0 0 0 A 0 1 0 0 0 0 0 0 1 A 0 PART II LINE 3: TOTAL PROCEEDS OF ISSUE INCLUDES $230,095 OF INTEREST EARNED AS OF 6/30/24. X 22 225615 PUBLICLY TRADED EXCHANGE 0 0 0 0 PART I, COLUMN (B): THIS NUMBER REPRESENTS THE NUMBER OF CONTRIBUTIONS, 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. FORM 990, PART XI, LINE 9: LOSS ON UNCOLLECTIBLE CONTRIBUTIONS RECEIVABLE -200,355.