2023-05-09T16:56:57-07:00 2022-06-30 990 2021-07-01 941247265 CRYSTAL SPRINGS UPLANDS SCHOOL CRYS 6503424175 400 Uplands Drive Hillsborough CA 940106946 Diane Isola CFO 6503424175 2023-05-09 1 11 0 AAL2 2021 2023-04-26 12:10:37Z Kelly Sortino 400 Uplands Drive Hillsborough CA 94010 43783774 0 X www.csus.org X 1952 CA Operation of two educational facilities for approximately 570 students grades 6 through 12. 21 20 229 50 0 0 7833830 11441667 30676137 31341713 1573799 848374 -63525 -85571 40020241 43546183 5235940 4888291 0 0 17663178 17884628 0 0 1857623 11214638 13719768 34113756 36492687 5906485 7053496 136020158 149235820 47295149 59611071 88725009 89624749 Through transformative teaching and meaningful connections, we empower kind, curious learners to thrive together. 0 0 28784163 4888291 31341713 Operation of an educational institution for approximately 580 student grades 6-12. 0 0 0 28784163 1 1 0 0 0 0 0 0 0 1 1 1 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 86 0 1 229 1 0 0 0 0 0 0 0 0 0 0 0 0 X 21 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X Diane Isola 6503424175 400 Uplands Drive Hillsborough CA 940106946 Kelly Sortino Head of School 40 0 X 407041 0 138636 Diane Isola CFO 40 0 X 281021 0 40656 Elizabeth Berman Chief Advancement Officer 40 0 X 242696 0 35566 Alex Lockett Head of Upper School 40 0 X 239744 0 24875 Bruce Pollock Chief Operating Officer 40 0 X 204247 0 31752 Peter Antupit Chief Information Officer 40 0 X 198259 0 32294 Aaron Whitmore Director of Admission 40 0 X 181234 0 30346 Chris Alden Trustee 2 0 X 0 0 0 Andrea Higuera-Ballard Trustee 2 0 X 0 0 0 Sumir Chadha Trustee 2 0 X 0 0 0 Kate Dachs President 2 0 X X 0 0 0 Andrew Davis Trustee 2 0 X 0 0 0 David Ebersman Trustee 2 0 X 0 0 0 Jason Davila Trustee 2 0 X 0 0 0 Evan Goldberg Vice President 2 0 X X 0 0 0 Gerry Horkan Trustee 2 0 X 0 0 0 Kevin Laws Trustee 2 0 X 0 0 0 Jeff Lee Treasurer 2 0 X X 0 0 0 Ana Leyva Trustee 2 0 X 0 0 0 Becky Logan Trustee 2 0 X 0 0 0 Kristi Cotton Spence Lifetime Trustee 2 0 X 0 0 0 Josh Stein Trustee 2 0 X 0 0 0 Cristal Waldrop Secretary 2 0 X X 0 0 0 Charles Wilson Trustee 2 0 X 0 0 0 Wilson Xu Trustee 2 0 X 0 0 0 Peter Meier Trustee 2 0 X 0 0 0 Hans Tung Trustee 2 0 X 0 0 0 1754242 0 334125 62 0 1 0 Epicurean Group 111 Main Street Suite 3 Los Altos CA 94022 food service 1458486 CYO Transportaion 990 Eddy St San Francisco CA 94109 transportation service 636975 Therma LLC 1601 Las Pulmas Ave San Jose CA 95133 HVAC contractors 374572 Janitorial Express LLC 34972 Newark Blvd 201 Newark CA 94560 janitorial service 370500 A Global General Contractor 24738 Santa Clara St Hayward CA 94544 general contractor 221500 14 0 0 1074328 0 92707 10274632 931155 11441667 Tuition and fees 611110 31124557 31124557 0 0 Auxiliary and summer program fees 611110 58478 58478 0 0 Other program fees 611110 158678 158678 0 0 0 0 0 0 31341713 845258 0 0 845258 0 0 0 0 0 0 0 0 0 0 63739 0 60623 0 3116 0 3116 0 0 3116 91397 947328 176968 -85571 0 -85571 0 43546183 31341713 0 762803 4888291 4888291 771354 449677 321677 13474458 9982632 2768411 723415 839649 627812 160224 51613 1752697 1291652 358474 102571 1046470 766197 226357 53916 226077 226077 63400 63400 54633 54633 1066910 464567 84363 517980 1372840 1150076 67195 155569 249116 241944 6009 1163 2236036 1977713 156957 101366 847812 847812 192914 144451 40074 8389 1033413 981742 51671 2674547 2540820 133727 221890 152713 57959 11218 Food and hospitality 1598322 1446953 34294 117075 Contributions 1000000 0 1000000 0 Student activities 660226 660226 0 0 Membership, dues, and subscriptions 173481 143692 19328 10461 48151 25193 20071 2887 36492687 28784163 5850901 1857623 560 560 25470743 28821509 1968187 5415053 1627665 13682160 0 0 0 0 0 46389 20534 14999 652046 546103 99939628 29406557 71488221 70533071 0 34767202 30150976 0 0 25000 25000 0 0 136020158 149235820 2686843 3205916 0 0 14445694 27009529 30162612 29395626 0 0 0 0 0 0 0 0 0 0 47295149 59611071 X 56141817 54644255 32583192 34980494 88725009 89624749 136020158 149235820 7053496 -6153756 0 0 0 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 34291361 1507554 -5209280 0 1260997 0 29328638 27315471 982000 7102979 0 1109089 0 34291361 26497426 1152205 930881 0 1265041 0 27315471 24226998 2052814 1429401 0 1211787 0 26497426 23748055 11046 1655613 0 1187716 0 24226998 0.27 0.73 0 0 0 0 14092081 14092081 0 66100155 16475640 49624515 0 12231509 8525383 3706126 0 6199257 4405534 1793723 0 1316626 0 1316626 70533071 0 0 Equities 22526717 F Mutual Funds 7624259 F 30150976 0 0 X 32449503 -6153756 0 0 -4888291 -11042047 43491550 54633 0 54633 43546183 31549763 0 0 0 0 0 31549763 54633 4888291 4942924 36492687 Schedule D, Part V, Line 4 All endowment funds are used for direct programs in grades 6-12 Schedule D, Part X, Line 2 The School is a tax-exempt organization under Internal Revenue Code Section 501(c)(3) and the California tax code. Management evaluated the School's tax positions and concluded that the School had maintained its tax-exempt status and had taken no uncertain tax positions that required adjustment to the financial statements. Therefore, no provision or liability for income taxes has been included in the financial statements. Schedule D, Part XI, Line 2d Tuition assistance Schedule D, Part XII, Line 4b Tuition assistance 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 Schedule E, Part I, Line 3 It is posted on our website under our Admissions section. Gala 1114758 1049328 65430 0 0 24643 86907 18887 17047 Golf Tournament 50967 25000 25967 0 0 19250 5768 0 4466 0 1165725 1074328 91397 0 0 43893 92675 18887 21513 176968 -85571 1 Tuition assistance 114 0 4888291 FMV Direct credit to students' accounts. Schedule I, Part I, Line 2 Financial aid in the form of tuition assistance is awarded to students based on financial need. Students apply for financial aid and the scale is based on a review of family income and other financial considerations. Awards are posted as credits to the students' tuition balances. X X 1 1 X X X X X X 0 0 0 0 0 0 0 0 0 Kelly Sortino Head of School 382041 0 25000 0 96000 0 29000 0 13636 0 545677 0 0 Diane Isola CFO 281021 0 0 0 0 0 27020 0 13636 0 321677 0 0 0 Elizabeth Berman Chief Advancement Officer 242696 0 0 0 0 0 21930 0 13636 0 278262 0 0 0 Alex Lockett Head of Upper School 239744 0 0 0 0 0 11239 0 13636 0 264619 0 0 0 Bruce Pollock Chief Operating Officer 204247 0 0 0 0 0 18116 0 13636 0 235999 0 0 0 Peter Antupit Chief Information Officer 198259 0 0 0 0 0 18658 0 13636 0 230553 0 0 0 Aaron Whitmore Director of Admission 181234 0 0 0 0 0 16710 0 13636 0 211580 0 0 0 Schedule J, Part I, Line 1a A house and a house cleaning service are provided for the Head of School's personal use. A California Municipal Finance Authority 201563466 2016-07-01 32000000 Construct a new campus 0 0 0 A 2208124 0 32000000 0 0 0 0 0 0 32000000 0 0 2017 0 0 1 1 A 0 0 0 0 0 0 1 A 0 0 0 1 0 0 0 0 1 Schedule K, Part IV, Line 2c-07/01/2016 32,000,000 California Municipal Finance Authority 07/01/2016 32,000,000 California Municipal Finance Authority - 11/06/2019 X 20 931155 selling price 0 0 1 0 Form 990, Part VI, Section B, Line 11b A copy of the completed 990 is placed on the board portal for all board members to review at any time. Form 990, Part VI, Section B, Line 12c A conflict of interest policy is included in the employee handbook. All employees must sign that they have read and understand the policy. Also, each board member, officer, and key employee is required to complete a conflict of interest statement each year. Form 990, Part VI, Section B, Line 15 The process for determining compensation for the Head of School and CFO includes the use of benchmarks and market surveys. The Executive Committee of the Board approves the Head of School's compensation. Form 990, Part VI, Section C, Line 19 The organization's governing documents, conflicts of interest policy, and financial statements are available to the public upon written request.