2021-05-10T19:00:24-07:00 2020-06-30 990 2019-07-01 941247265 CRYSTAL SPRINGS UPLANDS SCHOOL CRYS 6503424175 400 Uplands Drive Hillsborough CA 940106946 Diane Isola CFO 6503424175 2021-05-10 2019 2022-09-23 18:48:47Z Kelly Sortino 400 Uplands Drive Hillsborough CA 94010 34667504 0 X www.csus.org X 1952 CA Operation of two educational facilities for approximately 565 students grades 6 through 12. 22 21 264 50 0 0 8251721 5330882 25492436 27905091 939714 717844 -274187 -263371 34409684 33690446 4123728 4307487 0 0 15944067 17246005 0 0 1352927 11844108 10835337 31911903 32388829 2497781 1301617 123747308 124873162 48464226 47949113 75283082 76924049 At CSUS we inspire motived learners to lead meaningful lives in a rapidly changing world. Our intimate collaborative community encourages students to pursue passions, explore new interests, build confidence, develop compassion and thrive in an environment of academic excellence. 0 0 26839354 4307487 27905091 Operation of an educational institution for approximately 470 student grades 6-12. 0 0 0 26839354 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 91 0 1 264 1 0 0 0 0 0 0 0 0 0 0 0 0 X 22 21 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 310610 0 139822 Diane Isola CFO 40 0 X 226256 0 37003 Dan Miller Interim Head of School (Jan-Jun 2019) 40 0 X 193850 0 53661 Elizabeth Berman Chief Advancement Officer 40 0 X 188239 0 31086 Bruce Pollock Chief Operating Officer 40 0 X 175848 0 29682 Christopher Schoberl Head of Middle School 40 0 X 173801 0 21804 Peter Antupit Chief Information Officer 40 0 X 162460 0 30368 Andrea Ghorai Associate Director of Alumni Engagement 40 0 X 160843 0 28988 Amy Richards Head of School (sabbatical) 40 0 X 169392 0 6261 Yomi Agunbiade Trustee 2 0 X 0 0 0 Chris Alden Trustee 2 0 X 0 0 0 Ann Aristides 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 Norman Chen Trustee 2 0 X 0 0 0 Kate Dachs VP Advancement 2 0 X X 0 0 0 Julia Davidson 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 Jeff Lee Treasurer 2 0 X X 0 0 0 Becky Logan Secretary 2 0 X X 0 0 0 Bob Peck Trustee 2 0 X X 0 0 0 Josh Smith 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 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 1761299 0 378675 42 1 1 0 Epicurean Group 111 Main Street Suite 3 Los Altos CA 94022 food service 1261162 A Global General Contractor 1560 San Thomas Aquino Rd Unit 20 San Jose CA 95130 general contractor 532905 CYO Transportaion 1555 39th Ave San Francisco CA 94122 transportation service 379919 A2Z Facilities Group 809 Laurel St Unit 212 San Carlos CA 94070 janitorial service 339885 Grand Classroom PO Box 7166 Charlottesville VA 22906 travel service 218623 10 0 0 1580310 0 0 3750572 554640 5330882 Tuition and fees 611110 27782478 27782478 0 0 Auxiliary and summer program fees 611110 81049 81049 0 0 Other program fees 611110 41564 41564 0 0 0 0 0 0 27905091 646097 0 0 646097 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 764544 0 692797 0 71747 0 71747 0 0 71747 20890 1580310 284261 -263371 0 -263371 0 0 0 0 0 0 0 0 0 0 0 0 0 33690446 27905091 0 454473 0 0 4307487 4307487 0 0 0 0 994655 281002 713653 0 0 0 0 0 12540518 9867204 1976491 696823 838696 652324 143919 42453 1808505 1365469 355535 87501 1063631 793943 219274 50414 0 0 0 0 42651 0 42651 0 55000 0 55000 0 0 0 0 0 0 0 32361 0 32361 0 774380 538519 67503 168358 53780 3630 16482 33668 1379780 1251574 71445 56761 167935 145364 13593 8978 0 0 0 0 1533815 1327662 124155 81998 651972 636301 11846 3825 0 0 0 0 70834 26177 40537 4120 1088287 1033873 54414 0 0 0 0 0 2720382 2584363 136019 0 195071 135937 48397 10737 Food and hospitality 1102325 1027117 0 75208 Student activities 587414 587414 0 0 Dues and memberships 178034 130269 21794 25971 Recruitment 152857 131915 15830 5112 48459 11810 35649 1000 32388829 26839354 4196548 1352927 900 900 18130971 18095326 3394644 1634437 836615 4175161 0 0 0 0 0 0 50774 49059 524133 512162 97965431 24639000 74701596 73326431 0 26107675 27079686 123747308 124873162 2694870 2898652 0 14215136 14147221 31554220 30903240 0 0 0 0 0 0 0 0 0 0 48464226 47949113 X 49850811 51719777 25432271 25204272 75283082 76924049 123747308 124873162 1301617 306989 0 32361 0 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 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 22812215 441995 18386 0 1066154 0 22206442 0.3 0.7 0 0 0 0 14092081 14092081 0 66100155 13230529 52869626 0 11953420 7273674 4679746 0 3431221 2426020 1005201 0 2388554 1708777 679777 73326431 0 0 Equities 17937216 F Mutual Funds 9142470 F 27079686 0 0 X 29689948 306989 0 0 -4307487 -4000498 33690446 0 0 0 33690446 28048981 0 0 0 0 0 28048981 32361 4307487 4339848 32388829 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 Service Code Section 501(c)(3) and the California tax code. The School follows the guidance of the Financial Accounting Standards Board (FASB) Accounting Standards Codification (ASC) Topic 740 for accounting for uncertainty in income taxes. 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 Scholarships Schedule D, Part XII, Line 4b Scholarships 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 (virtual) 1519710 1519710 0 0 0 0 0 0 247785 Golf Tournament 81490 60600 20890 0 0 25587 9000 0 2188 0 1601200 1580310 20890 0 0 25587 9000 0 249973 284560 -263670 1 Financial aid in amounts ranging from $1,020 to $49,110 122 0 4307487 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 Upper School (Jan-Jun19) Head of School (Jul-Dec20) 310610 0 0 0 94800 0 32500 0 12522 0 450432 0 0 0 Diane Isola CFO 226256 0 0 0 0 0 24481 0 12522 0 263259 0 0 0 Dan Miller Head of School (Jan-Jun 2019) 193850 0 0 0 47400 0 0 0 6261 0 247511 0 0 0 Elizabeth Berman Chief Advancement Officer 188239 0 0 0 0 0 18564 0 12522 0 219325 0 0 0 Bruce Pollock Chief Operating Officer 175848 0 0 0 0 0 17160 0 12522 0 205530 0 0 0 Christopher Schoberl Head of Middle School 173801 0 0 0 0 0 9282 0 12522 0 195605 0 0 0 Amy Richards Head of School (sunset sabbatical) 169392 0 0 0 0 0 0 0 6261 0 175653 0 0 0 Peter Antupit Chief Information Officer 162460 0 0 0 0 0 17846 0 12522 0 192828 0 0 0 Andrea Ghorai Associate Director of Alumni Engagement 160843 0 0 0 0 0 16466 0 12522 0 189831 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 1096760 0 3200000 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 14 554640 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.