2025-05-15T17:32:03-05:00 2024-06-30 950858589 HUTCHINSON AND BLOODGOOD LLP 550 N BRAND BLVD 14TH FLOOR GLENDALE CA 91203 990 2023-07-01 141841085 VISTAMAR SCHOOL VIST 3106437377 737 HAWAII STREET EL SEGUNDO CA 90245 ERIK CARLSON HEAD OF SCHOOL 3106437377 2025-05-15 1 0 JENNY CHEN P00601981 8186375000 2023 2025-03-06 01:10:19Z ERIK CARLSON 737 HAWAII STREET EL SEGUNDO CA 90245 16078357 0 X WWW.VISTAMARSCHOOL.ORG X 2002 CA VISTAMAR IS AN INDEPENDENT COLLEGE PREPARATORY SCHOOL, LOCATED IN EL SEGUNDO, CALIFORNIA. 20 20 103 0 0 0 1845833 2500537 10813977 10945879 290738 361968 184940 183511 13135488 13991895 2364190 2553910 0 0 7546767 7607947 0 0 516820 4615742 4159336 14526699 14321193 -1391211 -329298 26864610 27013967 12018644 11761945 14845966 15252022 X VISTAMAR SCHOOL EMPOWERS STUDENTS, PREPARING THEM TO CONTRIBUTE AND EXCEL IN HIGHER EDUCATION AND IN LIFE, AND COMMITS TO: A BROAD AND BALANCED PROGRAM THAT CHALLENGES AND ENGAGES STUDENTS, BUILDING THEIR INDIVIDUAL SKILLS AND INSPIRING A PASSION FOR LEARNING. AN INTIMATE ATMOSPHERE THAT FOSTERS INITIATIVE, RESPONSIBILITY, KNOWLEDGE OF SELF AND CONNECTIONS TO OTHERS. DIVERSITY OF THOUGHT AND CULTURE THAT ENCOURAGES AUTHENTIC EXCHANGE OF PERSPECTIVES, MUTUAL RESPECT AND A MATURE UNDERSTANDING OF THE WORLD. IN THEIR STUDIES, IN THEIR WORK, AND IN THEIR COMMUNITIES, VISTAMAR STUDENTS WILL EMBRACE LIVES OF LEARNING, INTEGRITY, AND PURPOSE. 0 0 11420010 2553910 11283445 VISTAMAR IS AN INDEPENDENT, NON-DENOMINATIONAL, COLLEGE-PREPARATORY, COED DAY SCHOOL FOR STUDENTS IN GRADES 9-12, SERVING APPROXIMATELY 270 STUDENTS FOR THE YEAR ENDED JUNE 30, 2023. THE SCHOOL OFFERS AN ACADEMIC PROGRAM THAT DRAWS FROM BEST PRACTICES WORLDWIDE TO CREATE AN INTEGRATED CURRICULUM PREPARING STUDENTS TO SUCCEED IN COLLEGE AND BEYOND. OVER 70% OF STUDENTS PARTICIPATE IN THE ATHLETIC PROGRAM WHICH OFFERS 20 TEAMS IN 13 SPORTS. TEAMS WIN CIF CHAMPIONSHIPS AND SOME GRADUATING ATHLETES GO ON TO PLAY IN COLLEGE. THE VISUAL AND PERFORMING ARTS PROGRAM IS A PLACE FOR STUDENTS TO SHOWCASE THEIR TALENTS AND BUILD THEIR CREATIVITY AS DOERS, CREATORS, AND CONSUMERS. 11420010 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 35 0 1 103 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 0 1 1 1 1 0 1 1 0 CA X ROSA YAN 3106437377 737 HAWAII STREET EL SEGUNDO CA 90245 X DARLENE FOUNTAINE CHAIRMAN 1.00 X X 0 0 0 KRIS RONE VICE CHAIR 1.00 X X 0 0 0 STU MACFARLANE TRUSTEE 1.00 X 0 0 0 SANDY MONTALVO SECRETARY 1.00 X X 0 0 0 LORIN LIESY TREASURER 1.00 X X 0 0 0 DAVID CHRISTOPHER TRUSTEE 1.00 X 0 0 0 PRINCESS BALTIMORE TRUSTEE 1.00 X 0 0 0 MARIANA EGGLETON TRUSTEE 1.00 X 0 0 0 CARLA BUCK TRUSTEE 1.00 X 0 0 0 MICHAEL BURKE TRUSTEE 1.00 X 0 0 0 DERRICK BUTLER TRUSTEE 1.00 X 0 0 0 JULIE SMITH-CLEMENTI TRUSTEE 1.00 X 0 0 0 ERIN FREEMAN TRUSTEE 1.00 X 0 0 0 LEANNE HUEBNER TRUSTEE 1.00 X 0 0 0 PARKER HUDNUT TRUSTEE 1.00 X 0 0 0 CARL KATERNDAHL JR TRUSTEE 1.00 X 0 0 0 LAURA KONIGSBERG TRUSTEE 1.00 X 0 0 0 ELISABETH LESSER TRUSTEE 1.00 X 0 0 0 JESSICA MARTIN TRUSTEE 1.00 X 0 0 0 APRIL SPENCER TRUSTEE 1.00 X 0 0 0 JASON GREGORY ASST HEAD OF SCHOO 40.00 X 212760 0 10638 SYDNEY REINER CHIEF MARKETING OF 40.00 X 147104 0 7355 JOANNA RO DEAN OF FACULTY 40.00 X 150375 0 7519 SEAN COLLYER DIR OF FACILITIES 40.00 X 150245 0 7512 CHRISTOPHER BRIGHT FORMER HEAD OF SCHOOL 40.00 X 390851 0 16500 1051335 0 49524 17 1 1 0 FLIK COMPASS GROUP USA 2400 YORKMONT ROAD CHARLOTTE NC 28217 LUNCH FOOD PROVIDER 493795 HOPSKIPDRIVE INC 1320 E 7TH STREET SUITE 200 LOS ANGELES CA 90021 TRANSPORTATION TECHNOLOGY SOLUTIONS 166541 LCM BUS SERVICE INC 1620 CENTINELA AVE SUITE 304 INGLEWOOD CA 90302 BUS SERVICES 148220 ADVANCED NETWORKS INC 4929 WILSHIRE BLVD 941 LOS ANGELES CA 90010 IT SERVICES 122140 JONES & ASSOCIATES 8581 SANTA MONICA BLVD SUITE 15 WEST HOLLYWOOD CA 90069 ACCOUNTING SERVICES 119700 5 173586 2326951 2500537 TUITON 611110 10945879 10945879 10945879 207913 207913 2172736 2018681 154055 154055 154055 67781 173586 67781 0 MISC INCOME 900099 183511 183511 183511 13991895 11283445 0 207913 2553910 2553910 7607947 5749569 1481843 376535 1076612 435798 590506 50308 284166 276247 6846 1073 716692 696719 17267 2706 STUDENT ACTIVITIES 1519516 1303842 155909 59765 FACILITIES 562350 403925 131992 26433 14321193 11420010 2384363 516820 672966 690353 412707 138530 16985 31463 138842 115980 180097 26142958 10105022 16542906 16037936 9088588 9811224 26864610 27013967 1140848 1284021 1956166 1814209 8921630 8663715 12018644 11761945 X 5295441 4327605 9550525 10924417 14845966 15252022 26864610 27013967 -329298 735354 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9466304 769502 1090835 504387 10822254 8998352 962373 494421 9466304 10930947 386385 -1872883 446097 8998352 8764225 2639090 472368 10930947 8887921 281806 405502 8764225 1 0 6100000 6100000 17088989 7572185 9516804 2770862 1422281 1348581 183107 1110556 -927449 16037936 X 12173339 735354 735354 11437985 2553910 2553910 13991895 11767283 0 11767283 2553910 2553910 14321193 PART V, LINE 4: VISTAMAR HAS THREE ENDOWMENTS. FIRST, THE FINANCIAL ACCESS ENDOWMENT IS RESTRICTED TO INVESTMENT IN PERPETUITY, WITH THE INCOME EXPENDABLE FOR THE SUPPORT OF FINANCIAL ACCESS AT VISTAMAR SCHOOL. THE ANNUAL DRAW WILL BE 5% OF THE TRAILING AVERAGE VALUE OF THE FUND'S CORPUS OVER TWELVE CONSECUTIVE QUARTERS. SECOND, THE FUND FOR ACCESS AND INSPIRATION IS ALSO DESIGNATED TO THE SUPPORT OF FINANCIAL ACCESS, WITH AN ANNUAL DRAW OF 5% OF THE TRAILING AVERAGE OF THE FUND'S CORPUS OVER TWELVE CONSECUTIVE QUARTERS. ALLOCATIONS FROM THE FUND FOR ACCESS AND INSPIRATION ARE TO BE USED SOLELY FOR THE PURPOSE OF FINANCIAL ACCESS GRANTS TO COVER TUITION AND FEES OF MISSION-ENHANCING STUDENTS WITH DEMONSTRATED FINANCIAL NEED. THIRD, THE RALPH-GIBSON GYMNASIUM FUND IS ESTABLISHED TO PROVIDE FUNDING FOR THE SCHOOL'S MODERATED TUITION PROGRAM ON AN ANNUAL BASIS UNTIL A CAPITAL CAMPAIGN TO RENOVATE THE SCHOOL'S GYM IS CONDUCTED. PART X, LINE 2: THE SCHOOL IS A QUALIFIED ENTITY 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 2,553,910. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 2,553,910. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 GALA 241367 173586 67781 41104 4350 22327 241367 173586 67781 41104 4350 22327 67781 0 1 MODERATED TUITION AWARDED TO ELIGIB 75 2553910 FMV DIRECT CREDIT TO STUDENT ACCOUNT PART I, LINE 2: SCHOOL ADMISSIONS ARE DETERMINED BY A SEPARATE, INDEPENDENT ADMISSIONS COMMITTEE. ONLY THOSE STUDENTS WHO HAVE BEEN ADMITTED WILL BE CONSIDERED FOR MODERATED TUITION ASSISTANCE. ALL FAMILIES INTERESTED WILL RECEIVE AN APPLICATION FOR MODERATED TUITION WHICH ARE PROCESSED BY AN OUTSIDE VENDOR WHO MAKES RECOMMENDATIONS ON MODERATED TUITION BASED ON A SET OF CRITERIA USED TO DETERMINE NEED. COMPLETED MODERATED TUITION APPLICATIONS ARE REVIEWED BY THE MODERATED TUITION COMMITTEE, WHOSE PURPOSE IS TO ALLOCATE AVAILABLE MODERATED TUITION FUNDS FAIRLY AND CONSISTENTLY, AND ON A NON-DISCRIMINATORY BASIS. X X X X X 0 0 0 0 0 0 0 0 0 CHRISTOPHER BRIGHT FORMER HEAD OF SCHOOL 390851 0 0 0 0 0 0 0 16500 0 407351 0 0 0 JASON GREGORY ASST HEAD OF SCHOO 212760 0 0 0 0 0 0 0 10638 0 223398 0 0 0 JOANNA RO DEAN OF FACULTY 150375 0 0 0 0 0 0 0 7519 0 157894 0 0 0 SEAN COLLYER DIR OF FACILITIES 150245 0 0 0 0 0 0 0 7512 0 157757 0 0 0 SYDNEY REINER CHIEF MARKETING OF 147104 0 0 0 0 0 0 0 7355 0 154459 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B TO A CERTAIN EXTENT, THE EXECUTIVE COMMITTEE HAS BEEN DELEGATED FUNCTIONS IT CAN CARRY OUT WITHOUT APPROVAL OF THE FULL BOARD. THESE ARE LIMITED, HOWEVER, BY BYLAW 5.1.L(B), WHICH PROHIBITS THE EXEC COMMITTEE FROM CARRYING OUT CERTAIN FUNCTIONS OF THE BOARD (LIKE FILLING BOARD VACANCIES, CHANGING THE BYLAWS, CHANGING THE STRUCTURE OF THE BOARD OR AMENDING/REPEALING CERTAIN RESOLUTIONS OF THE FULL BOARD). AS OF JUNE 30, 2024, THE EXECUTIVE COMMITTEE WAS COMPRISED OF THE FOLLOWING BOARD MEMBERS: DARLENE FOUNTAINE, KRIS RONE, LORIN LIESY AND SANDY MONTALVO. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY REPRESENTATION WHEN JOINING THE BOARD AND ANNUALLY THEREAFTER. THE CONFLICT OF INTEREST POLICY IS DISCUSSED AT THE FIRST BOARD MEETING OF THE YEAR AND AGAIN AT THE LAST BOARD MEETING OF THE YEAR. THE SCHOOL SHALL NOT BE A PARTY TO A TRANSACTION IN WHICH ONE OR MORE OF ITS TRUSTEES HAVE A MATERIAL FINANCIAL INTEREST UNLESS THE TRANSACTION IS REVIEWED BY OUTSIDE COUNSEL AND APPROVED BY AT LEAST TWO-THIRDS OF THE DISINTERESTED MEMBERS OF THE BOARD. THE CHIEF FINANCIAL OFFICER REVIEWS AND QUESTIONS POTENTIAL CONFLICTS OF INTEREST AS THEY PRESENT THEMSELVES. THE INDIVIDUAL WITH A CONFLICT IS NOT ALLOWED TO VOTE ON THE ISSUE BEFORE THE GOVERNING BODY. IF THE CONFLICT IS WITH A TRUSTEE, IT MUST BE REPORTED TO THE BOARD CHAIR AND WOULD BE DISCLOSED IN THE MINUTES. IF IT INVOLVES AN EMPLOYEE, IT MUST BE REPORTED TO THE HEAD OF SCHOOL AND WILL BE DOCUMENTED IN THE EMPLOYEE HR FILE. FORM 990, PART VI, SECTION B, LINE 15 A BOARD COMPENSATION SUBCOMMITTEE CONSIDERS THE COMPENSATION OF THE HEAD OF SCHOOL AND PREPARES A SAFE HARBOR ANALYSIS, WHICH USES COMPARABLE DATA FROM OTHER LOCAL INDEPENDENT SCHOOLS AND WRITTEN CONTRACTS WITH THE HEAD OF SCHOOL WHICH ARE APPROVED BY THE BOARD OF TRUSTEES. THE HEAD OF SCHOOL REVIEWS SALARIES FOR KEY MANAGEMENT EMPLOYEES WITH THE BOARD CHAIR. THIS FORM IS THEN PROVIDED TO HUMAN RESOURCES AND FILED. THE COMPENSATION PROCESS FOR THE HEAD OF SCHOOL WAS LAST CONDUCTED IN JUNE 2021 WITH THE APPROVED COMPENSATION EFFECTIVE JULY 1, 2021. FORM 990, PART VI, SECTION C, LINE 19 VISTAMAR'S BYLAWS, CONFLICT OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENTS ARE ALL AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C THE AUDIT COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDITED FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT.