2022-04-13T14:57:30-07:00 2021-06-30 990 2020-07-01 941247265 CRYSTAL SPRINGS UPLANDS SCHOOL CRYS 6503424175 400 Uplands Drive Hillsborough CA 940106946 Diane Isola CFO 6503424175 2022-04-13 1 11 0 AAL2 2020 2022-09-23 18:48:47Z Kelly Sortino 400 Uplands Dr Hillsborough CA 94010 44888344 0 X www.csus.org X 1952 CA Operation of two educational facilities for approximately 580 students grades 6 through 12. 21 20 236 50 0 0 5330882 7833830 27905091 30676137 717844 1573799 -263371 -63525 33690446 40020241 4307487 5235940 0 0 17246005 17663178 0 0 1544749 10835337 11214638 32388829 34113756 1301617 5906485 124873162 136020158 47949113 47295149 76924049 88725009 Through transformative teaching and meaningful connections, we empower kind, curious learners to thrive together. 0 0 28152920 5235940 30676137 Operation of an educational institution for approximately 580 student grades 6-12. 0 0 0 28152920 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 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 75 0 1 236 1 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 326993 0 142032 Diane Isola CFO 40 0 X 239585 0 38023 Alex Lockett Head of Upper School 40 0 X 208973 0 23693 Elizabeth Berman Chief Advancement Officer 40 0 X 197212 0 32814 Patti Syvertson Chair Mind Body Program 40 0 X 178759 0 29006 Bruce Pollock Chief Operating Officer 40 0 X 174718 0 30242 Chris Schoberl MS Head Jan-Jun/Sr Adv Assoc Jul-Dec 40 0 X 178883 0 20423 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 Vice 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 Jennifer Glore Trustee 2 0 X 0 0 0 Evan Goldberg Vice President 2 0 X X 0 0 0 Gerry Horkan President 2 0 X 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 Secretary 2 0 X 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 Trustee 2 0 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 1505123 0 316233 60 0 1 0 Epicurean Group 111 Main Street Suite 3 Los Altos CA 94022 food service 968148 A Global General Contractor 1560 San Thomas Aquino Rd Unit 20 San Jose CA 95130 general contractor 320660 CYO Transportaion 1555 39th Ave San Francisco CA 94122 transportation service 403859 Therma LLC 1601 Las Pulmas Ave San Jose CA 95133 contractors 366126 ABM Building Solutions PO Box 52609 Los Angeles CA 90074 contractor 256975 11 0 0 1442940 0 572410 5818480 7833830 Tuition and fees 611110 30544933 30544933 0 0 Auxiliary and summer program fees 611110 58428 58428 0 0 Other program fees 611110 72776 72776 0 0 30676137 686514 0 0 686514 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 5660443 0 4773158 0 887285 0 887285 0 0 887285 31420 1442940 94945 -63525 0 -63525 0 0 0 0 0 0 0 0 0 0 0 0 0 40020241 30676137 0 1510274 5235940 5235940 883299 605691 277608 0 0 0 0 0 13171037 9679119 2683978 807940 857983 629975 173118 54890 1682534 1225380 355299 101855 1068325 781361 228940 58024 94817 94817 57049 57049 32736 32736 653488 279130 26992 347366 1683510 1565924 63340 54246 185046 177942 5698 1406 2024320 1850075 107170 67075 453067 453067 163992 117030 38658 8304 1059845 1006853 52992 0 2757101 2619246 137855 0 202854 145922 45665 11267 Food & hospitality 1061937 1029258 12266 20413 Student activities 575069 575069 0 0 Dues & memberships 124703 104721 12773 7209 Miscellaneous 85104 71217 9133 4754 34113756 28152920 4416087 1544749 900 560 18095326 25470743 1634437 1968187 4175161 1627665 0 0 0 0 0 0 49059 20534 512162 652046 98280064 26791843 73326431 71488221 0 0 27079686 34767202 0 0 0 25000 0 0 124873162 136020158 2898652 2686843 0 0 14147221 14445694 30903240 30162612 0 0 0 0 0 0 0 0 0 0 47949113 47295149 X 51719777 56141817 25204272 32583192 76924049 88725009 124873162 136020158 5906485 5894475 0 0 0 0 X 0 1 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 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 22206442 12555 2624856 0 1095798 0 23748055 0.28 0.72 0 0 0 0 14092081 14092081 0 66100155 14853084 51247071 0 12173003 7937106 4235897 0 2942676 2097688 844988 0 2972149 1903965 1068184 71488221 0 0 Equities 26852225 F Mutual funds 7914977 F 34767202 0 0 X 40646040 5894475 0 0 -5235940 658535 39987505 32736 0 32736 40020241 28845080 0 0 0 0 0 28845080 32736 5235940 5268676 34113756 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 the Internal Revenue Service 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 adjustments 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 0 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. Gala 1393940 1376940 17000 0 0 0 29891 10500 24062 Golf Tournament 80420 66000 14420 0 917 25404 0 0 4171 0 1474360 1442940 31420 0 917 25404 29891 10500 28233 94945 -63525 1 Financial aid in amounts ranging from $1,080 to $52,200 128 0 5235940 Fair market value 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 balance. X X 1 1 X X X X X X 0 0 0 0 0 0 0 0 0 Kelly Sortino Head of School 326993 0 0 0 96000 0 33250 0 12782 0 469025 0 0 0 Diane Isola CFO 239585 0 0 0 0 0 25241 0 12782 0 277608 0 0 0 Alex Lockett Head of Upper School 208973 0 0 0 0 0 10911 0 12782 0 232666 0 0 0 Elizabeth Berman Chief Advancement Officer 197212 0 0 0 0 0 20032 0 12782 0 230026 0 0 0 Chris Schoberl MS Head Jan-Jun/Sr Adv Assoc Jul-Dec 178883 0 0 0 0 0 7641 0 12782 0 199306 0 0 0 Patti Syvertson Chair Mind Body Program 178759 0 0 0 0 0 16224 0 12782 0 207765 0 0 0 Bruce Pollock Chief Operating Officer 174718 0 0 0 0 0 17460 0 12782 0 204960 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 1424628 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 A 1 Schedule K, Part IV, Line 2c-07/01/2016 32,000,000 California Municipal Finance Authority 11/06/2019 X 16 285654 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 statement are available to the public upon written request.