2023-04-27T12:55:09-05:00 2022-06-30 946214841 ARMANINO LLP 12657 ALCOSTA BLVD STE 500 SAN RAMON CA 945834600 990 2021-07-01 941492272 THE COLLEGE PREPARATORY SCHOOL COLL 5106520111 6100 BROADWAY OAKLAND CA 94618 MRUNALINI PARVATANENI BOARD CHAIR 5106520111 2023-04-25 1 MRUNALINI PARVATANENI 999009999 KATY BROWN P00650274 9257902600 2023-04-25 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z THANH TRAN 6100 BROADWAY OAKLAND CA 94618 24684649 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. 16 16 165 350 0 0 9795598 3156680 18318920 18988322 1867990 1526291 0 6577 29982508 23677870 2620157 2683323 0 0 12087361 12107142 12000 0 1081466 5108807 5983555 19828325 20774020 10154183 2903850 86770968 82211395 19257886 17617838 67513082 64593557 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 15965596 2683323 18988322 THE COLLEGE PREPARATORY SCHOOL IS AN INDEPENDENT, CO-EDUCATIONAL DAY SCHOOL IN OAKLAND, CALIFORNIA, GRADES 9 THROUGH 12. FOR THE 2021-22 SCHOOL YEAR, THE COLLEGE PREPARATORY SCHOOL PROVIDED AN INSPIRING EDUCATION TO 373 STUDENTS, 23% OF WHOM RECEIVED APPROXIMATELY $2.7 MILLION IN NEED-BASED FINANCIAL AID. FOR THE 2021-22 SCHOOL YEAR, THE COLLEGE PREPARATORY SCHOOL GRADUATED 91 SENIORS AND MATRICULATED 86 TO U.S. UNIVERSITIES AND 3 TO INTERNATIONAL UNIVERSITIES. 15965596 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 46 0 1 165 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 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 KEVIN KATARI BOARD CHAIR (THRU 06/22) 4.00 X X 0 0 0 MRUNALINI PARVATANENI VICE CHAIR & SECRETARY 4.00 X X 0 0 0 BRETT JOHNSON TREASURER (THRU 06/22) 4.00 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 AJAY GUPTA TRUSTEE 2.00 X 0 0 0 JONATHAN HARRIS TRUSTEE 2.00 X 0 0 0 ADRIENNE HOGG TRUSTEE (THRU 06/22) 2.00 X 0 0 0 ADAM MESSINGER TRUSTEE 2.00 X 0 0 0 LIANE RANDOLPH TRUSTEE 2.00 X 0 0 0 TIM RECKER TRUSTEE 2.00 X 0 0 0 ALEXANDER SAH TRUSTEE (THRU 06/22) 2.00 X 0 0 0 SALIM SHELBY TRUSTEE 2.00 X 0 0 0 ABIGAIL TURIN TRUSTEE 2.00 X 0 0 0 ANEEMA VAN GROENOU TRUSTEE (THRU 06/22) 2.00 X 0 0 0 JASON WALTHALL TRUSTEE 2.00 X 0 0 0 SARAH WIGGLESWORTH TRUSTEE 2.00 X 0 0 0 JUGDEEP BAL TRUSTEE (AS OF 07/21) 2.00 X 0 0 0 TOM CLIFFORD TRUSTEE (AS OF 07/21) 2.00 X 0 0 0 JESSICA DURAN TRUSTEE (AS OF 07/21) 2.00 X 0 0 0 MONIQUE DEVANE HEAD OF SCHOOL 60.00 X 509600 0 151123 THANH TRAN CFO 40.00 X 260525 0 14911 SARA SACKNER DIRECTOR OF ADVANCEMENT 40.00 X 220050 0 38252 MARTIN BONILLA DIRECTOR OF COLLEGE COUNSE 40.00 X 231950 0 30247 DAVID KOJAN ASSISTANT HEAD OF SCHOOL/A 40.00 X 217750 0 41610 JOHN COAKLEY SCIENCE TEACHER 40.00 X 151050 0 28335 STEVE CHABON DEAN OF STUDENTS 40.00 X 155702 0 23599 EDWIN KIRIMI DIRECTOR OF TECHNOLOGY 40.00 X 157100 0 20523 ANNIE KNUDSEN FORMER DEAN OF FACULTY 40.00 X 165287 0 7701 2069014 0 356301 40 1 1 0 OVERAA 200 PARR BLVD RICHMOND VA 94801 CONSTRUCTION 10212575 HINES SERVICE INC 91 LOST LAKE LANE CAMPBELL CA 95008 MAINTENANCE, SECURITY, CUSTODIAL 876981 JENSEN ARCHITECTS 833 MARKET STREET 7TH FLOOR SAN FRANCISCO CA 94103 ARCHITECTURE 248398 FTAN GENERAL CONSTRUCTION 488 2ND AVE REDWOOD CITY CA 94063 CONSTRUCTION 100251 4 110040 426098 2620542 243813 3156680 TUITION AND FEES 611600 18920030 18920030 OTHER PROGRAM INCOME 611600 68292 68292 18988322 1490825 1490825 1024813 1011 990358 0 34455 1011 35466 35466 22998 110040 16421 6577 6577 23677870 18988322 0 1532868 2683323 2683323 1149716 179899 628100 341717 8742361 7302058 968830 471473 531139 360254 170885 993496 744296 249200 690430 460369 230061 100302 100302 103575 103575 357620 163979 192225 1416 13835 13835 94376 41595 36668 16113 431472 351127 51755 28590 1966529 1704889 220943 40697 67595 55802 11741 52 510753 332537 116131 62085 17231 14646 2585 1118941 925428 161938 31575 334991 334991 SUPPLIES 421811 308290 46417 67104 EQUIP. RENTAL & MAINT 340598 303751 36796 51 DUES AND SUBSCRIPTIONS 81537 47999 31753 1785 BANK CHARGES 22139 5916 16223 250 250 20774020 15965596 3726958 1081466 1752776 1904071 17862320 14158247 3617034 662717 6695454 7434573 343587 241877 41966584 11662985 12027138 30303599 31120460 26383304 13352199 1123007 86770968 82211395 2735535 802818 15958820 16322845 563531 492175 19257886 17617838 X 32464281 37041204 35048801 27552353 67513082 64593557 86770968 82211395 2903850 -5823375 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 28766949 569171 -3996464 957567 24382089 22643420 170364 6875828 922663 28766949 22531983 118772 864950 872285 22643420 21959997 264290 1141818 834122 22531983 20807583 254921 1728788 831295 21959997 0.01170 0.65640 0.33190 0 0 95489 95489 38023216 8826262 29196954 1028311 634122 394189 2819568 2202601 616967 30303599 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, 2022, 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 110040 110040 12556 OTHER PA EVENTS 22998 22998 3865 133038 110040 22998 16421 16421 6577 1 FINANCIAL AID GRANTS 84 2683323 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 0 0 0 0 0 0 1 0 MONIQUE DEVANE HEAD OF SCHOOL 481729 0 0 0 27871 0 35280 0 115843 0 660723 0 0 0 THANH TRAN CFO 257425 0 2500 0 600 0 12978 0 1933 0 275436 0 0 0 MARTIN BONILLA DIRECTOR OF COLLEGE COUNSE 215350 0 16000 0 600 0 14730 0 15517 0 262197 0 0 0 DAVID KOJAN ASSISTANT HEAD OF SCHOOL/A 214650 0 2500 0 600 0 14766 0 26844 0 259360 0 0 0 SARA SACKNER DIRECTOR OF ADVANCEMENT 216950 0 2500 0 600 0 15192 0 23060 0 258302 0 0 0 JOHN COAKLEY SCIENCE TEACHER 129450 0 21000 0 600 0 11658 0 16677 0 179385 0 0 0 STEVE CHABON DEAN OF STUDENTS 152602 0 2500 0 600 0 12054 0 11545 0 179301 0 0 0 EDWIN KIRIMI DIRECTOR OF TECHNOLOGY 154000 0 2500 0 600 0 11526 0 8997 0 177623 0 0 0 ANNIE KNUDSEN FORMER DEAN OF FACULTY 162187 0 2500 0 600 0 7092 0 609 0 172988 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 7 ALL COMPENSATED EMPLOYEES, EXCLUDING THE HEAD OF SCHOOL, RECEIVED A NON-FIXED BONUS OF $1,000-$2,500. THE EXTRA AMOUNT BEYOND $2,500 FOR M. BONILLA WAS A RETENTION BONUS. THE EXTRA AMOUNT BEYOND $1,000 FOR J. COAKLEY WAS A DISTINGUISHED SERVICE AWARD BONUS FOR 30 YEARS OF SERVICE. X 35 240513 FMV X 1 3300 FMV 0 0 1 1 PART I, COLUMN (B): THIS NUMBER REPRESENTS THE NUMBER OF CONTRIBUTIONS, 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 BASED ON ANNUAL PERFORMANCE REVIEWS AND TAKING INTO ACCOUNT COMPENSATION SURVEYS AND STUDIES AS WELL AS INFORMATION ABOUT COMPENSATION LEVELS AT PEER SCHOOLS AS PUBLISHED BY ISBOA AND NAIS. THE BOARD CONTEMPORANEOUSLY DOCUMENTS DELIBERATION AND THE DECISION IN THE MINUTES AND THEN COMMUNICATES ITS COMPENSATION DECISION 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 O 65644 FMV THE PARTNERS PROGRAM Q 198120 FMV