2021-05-16T13:43:06-05:00 2020-06-30 946214841 ARMANINO LLP 12657 ALCOSTA BLVD STE 500 SAN RAMON CA 945834600 990 2019-07-01 237120625 CROSSROADS SCHOOL FOR ARTS AND SCIENCES CROS 3108297391 1714 21ST STREET SANTA MONICA CA 90404 BARBARA WHITNEY DIRECTOR OF FINANCE & OPERATIONS 3108297391 2021-05-14 1 KATY BROWN P00650274 9257902600 2021-05-06 2019 2022-09-23 18:48:47Z BARBARA WHITNEY 1714 21ST STREET SANTA MONICA CA 90404 64652714 0 X WWW.XRDS.ORG X 1971 CA CROSSROADS IS AN INDEPENDENT SCHOOL FOR APPROXIMATELY 1,170 STUDENTS. 25 25 514 1000 0 0 13930282 8874034 50291070 52663357 1301934 1112914 882458 863426 66405744 63513731 9546455 9941081 0 0 34187218 36620730 0 0 1699499 13161371 12757918 56895044 59319729 9510700 4194002 172701991 173640016 50503012 46339565 122198979 127300451 CROSSROADS IS AN INDEPENDENT SCHOOL FOR APPROXIMATELY 1,170 STUDENTS. 0 0 49099098 9941081 52663357 THE CROSSROADS SCHOOL FOR ARTS AND SCIENCES AND SUBSIDIARY (COLLECTIVELY THE "SCHOOL"), FOUNDED IN 1971, IS AN INDEPENDENT SCHOOL FOR STUDENTS IN GRADES KINDERGARTEN THROUGH 12, WITH TWO CAMPUSES IN SANTA MONICA, CALIFORNIA. THE SCHOOL WAS FOUNDED UPON FIVE BASIC COMMITMENTS: TO ACADEMIC EXCELLENCE, TO THE ARTS, TO THE GREATER COMMUNITY, TO THE DEVELOPMENT OF A STUDENT POPULATION OF SOCIAL, ECONOMIC AND RACIAL DIVERSITY AND TO THE DEVELOPMENT OF EACH STUDENT'S PHYSICAL WELL-BEING AND FULL HUMAN POTENTIAL. 49099098 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 1 1 0 1 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 70 0 1 514 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X PAULA DOBBINS 3108297391 1714 21ST STREET SANTA MONICA CA 90404 NADA KIRKPATRICK CHAIR 10.00 X X 0 0 0 NAT TRIVES EXECUTIVE VICE CHAIR 10.00 X X 0 0 0 MARISOL LEON EXECUTIVE VICE CHAIR 10.00 X X 0 0 0 JEFF WORTHE EXECUTIVE VICE CHAIR 10.00 X X 0 0 0 BRUCE STERN SECRETARY 10.00 X X 0 0 0 BOB DAVENPORT TREASURER 10.00 X X 0 0 0 ANDY BAUM TRUSTEE 5.00 X 0 0 0 TREVOR BEZDEK TRUSTEE 5.00 X 0 0 0 JUAN CARRILLO TRUSTEE 5.00 X 0 0 0 CHRISTOPHER CHEE TRUSTEE 5.00 X 0 0 0 ANN COLBURN TRUSTEE 5.00 X 0 0 0 EMILIO DIEZ BARROSO TRUSTEE 5.00 X 0 0 0 MARY FARRELL TRUSTEE 5.00 X 0 0 0 BOB FRIEDMAN TRUSTEE 5.00 X 0 0 0 SARAH HARDEN TRUSTEE 5.00 X 0 0 0 NICOLE HOEGL TRUSTEE 5.00 X 0 0 0 MARTIN JACOBS TRUSTEE 5.00 X 0 0 0 DEBORAH KANTER TRUSTEE 5.00 X 0 0 0 JEFF LIPP TRUSTEE 5.00 X 0 0 0 MARC MILLIMAN TRUSTEE 5.00 X 0 0 0 LOIS REINIS TRUSTEE 5.00 X 0 0 0 TRACY SERETEAN TRUSTEE 5.00 X 0 0 0 ERIN SIMON TRUSTEE 5.00 X 0 0 0 ERIK WRIGHT TRUSTEE 5.00 X 0 0 0 LANHEE YOUNG TRUSTEE 5.00 X 0 0 0 BOB RIDDLE HEAD OF SCHOOL 40.00 X 502120 0 187707 BARBARA WHITNEY DIR OF FINANCE & OPS 40.00 X 253747 0 48831 DOUGLAS THOMPSON ASSOCIATE HEAD OF SCHOOL 40.00 X 248400 0 19872 COLLEEN BARTLETT DIRECTOR OF ADVANCEMENT 40.00 X 226215 0 34074 ROXANNE ZAZZARO HEAD OF UPPER SCHOOL 40.00 X 188324 0 25467 DEBORAH WEI HEAD OF ELEMETARY SCHOOL 40.00 X 160370 0 33454 ERIC BARBER DIR OF ENROLLMENT MANAGEMENT 40.00 X 167813 0 26797 PATTI FINKELSTEIN DIR OF MAJOR GIFTS 40.00 X 167869 0 2303 PAULA DOBBINS CONTROLLER 40.00 X 162460 0 18181 2077318 0 396686 83 0 1 0 DOUGLAS DESIGN 1933 COVENTRY CT THOUSAND OAKS CA 91362 BUILDING CONTRACTOR 3093689 MISSION SCHOOL PO BOX 51691 LOS ANGELES CA 90051 TRANSPORTATION SERVICES 486929 JOHN FREEDMAN ALICE KIM ARCHITECTS 1461 E 4TH ST LOS ANGELES CA 90033 BUILDING DESIGN 318668 AMERIQUEST SECURITY 9111 S LA CIENEGA SUITE 210 INGLEWOOD CA 90301 SECURITY SERVICES 171056 LIEBERT CASSIDY WHITMORE 6033 CENTURY BLVD LOS ANGELES CA 90045 LEGAL SERVICES 160102 12 694643 8179391 379012 8874034 TUITION AND FEES 611600 51697745 51697745 AUXILIARY SERVICES 611710 965612 965612 52663357 1122634 1122634 973431 67415 906016 906016 906016 1019258 1028978 -9720 -9720 -9720 0 694643 42590 -42590 -42590 63513731 52663357 0 1976340 9941081 9941081 579639 193213 193213 193213 28362178 22918672 4720286 723220 1671026 1382211 191547 97268 3979304 3112993 718828 147483 2028583 1713076 191431 124076 262585 262585 44189 44189 127060 127060 2043325 1259812 704781 78732 9439 8509 930 940157 432073 338923 169161 3438003 3098545 290119 49339 52237 44512 7650 75 1084950 976455 86796 21699 2173916 1956525 173913 43478 537849 537849 INSTRUCTIONAL SUPPLIES 1175431 869288 294847 11296 DUES AND MEMBERSHIPS 533312 442966 80243 10103 MEALS 335465 211318 93791 30356 59319729 49099098 8521132 1699499 13279191 7056003 14187619 19245124 9707394 9208143 227970 250436 78408 34906 397518 276101 123912102 29371582 94487398 94540520 27207898 28408801 11665779 12308824 1462816 2311158 172701991 173640016 4469178 3976271 13510398 10760516 27366182 26545865 3782222 3628889 1375032 1428024 50503012 46339565 X 93308216 95357176 28890763 31943275 122198979 127300451 172701991 173640016 4194002 907470 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25109946 35941 1071480 423087 25794280 20431389 78910 5052705 453058 25109946 19714681 158150 1066469 507911 20431389 17769723 484729 1943625 483396 19714681 18034864 405563 -137462 533242 17769723 0.32780 0.50060 0.17160 0 0 49259988 49259988 56626025 14889913 41736112 5737501 5153867 583634 11730270 8825144 2905126 558318 502658 55660 94540520 INVESMENTS VALUED AT NAV 12308824 F 12308824 DEFERRED COMPENSATION LIABILITY 1428024 1428024 X 54395650 907470 -9898491 -8991021 63386671 127060 127060 63513731 49294178 42590 42590 49251588 127060 9941081 10068141 59319729 PART V, LINE 4: THE SCHOOL'S ENDOWMENT CONSISTS OF APPROXIMATELY 47 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES, INCLUDING FINANCIAL AID, FACILITIES AND GENERAL OPERATIONS OF THE SCHOOL. PART X, LINE 2: THE SCHOOL IS A QUALIFIED SCHOOL 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, 2020, THE SCHOOL DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. NAP IS A LIMITED LIABILITY COMPANY (THE "LLC") AND A PROVISION HAS BEEN MADE FOR STATE INCOME TAX LIABILITIES SINCE SUCH LIABILITIES ARE THE RESPONSIBILITY OF THE SCHOOL. THE LLC IS SUBJECT TO CALIFORNIA MINIMUM TAX OF $800 AND ALSO AN ANNUAL FEE BASED ON THE TOTAL INCOME. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID -9,941,081. SPECIAL FUNDRAISING EVENTS EXPENSES 42,590. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL FUNDRAISING EVENTS EXPENSES 42,590. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 9,941,081. 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 PUBLISHES ITS RACIALLY NONDISCRIMINATORY POLICY ON THE HOMEPAGE OF ITS WEBSITE. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 PASSIVE INVESTMENTS 3305108 0 0 0 0 0 0 3305108 0 3305108 0 0 0 0 0 0 PART III ACCOUNTING METHOD: SPRING EVENT 694643 694643 42590 694643 694643 42590 42590 -42590 1 FINANCIAL AID 303 9941081 FMV DIRECT CREDIT TO STUDENT ACCOUNT PART I, LINE 2: FINANCIAL AID/SCHOLARSHIPS ARE GRANTED TO STUDENTS BASED ON FINANCIAL NEED, AS DETERMINED BY THE TUITION REDUCTION FUND COMMITTEE, CHAIRED BY THE DIRECTOR OF FINANCE/OPERATIONS. FINANCIAL AID/SCHOLARSHIPS ARE ALSO AWARDED ON A RACIALLY NON-DISCRIMINATORY BASIS. X X 1 1 X X X X 0 1 0 0 0 0 0 0 0 BOB RIDDLE HEAD OF SCHOOL 490092 0 0 0 12028 0 172400 0 15307 0 689827 0 0 0 BARBARA WHITNEY DIR OF FINANCE & OPS 253747 0 0 0 0 0 21298 0 27533 0 302578 0 0 0 DOUGLAS THOMPSON ASSOCIATE HEAD OF SCHOOL 248400 0 0 0 0 0 19872 0 0 0 268272 0 0 0 COLLEEN BARTLETT DIRECTOR OF ADVANCEMENT 226215 0 0 0 0 0 18679 0 15395 0 260289 0 0 0 ROXANNE ZAZZARO HEAD OF UPPER SCHOOL 188324 0 0 0 0 0 15066 0 10401 0 213791 0 0 0 DEBORAH WEI HEAD OF ELEMETARY SCHOOL 160370 0 0 0 0 0 13661 0 19793 0 193824 0 0 0 ERIC BARBER DIR OF ENROLLMENT MANAGEMENT 167813 0 0 0 0 0 13601 0 13196 0 194610 0 0 0 PATTI FINKELSTEIN DIR OF MAJOR GIFTS 167869 0 0 0 0 0 2303 0 0 0 170172 0 0 0 PAULA DOBBINS CONTROLLER 162460 0 0 0 0 0 5755 0 12426 0 180641 0 0 0 PART I, LINE 1A AS STATED IN THE HEAD OF SCHOOL'S CONTRACT DATED APRIL 20, 2017, THE SCHOOL PROVIDES HIM WITH A TAXABLE AMOUNT REASONABLY SUFFICIENT TO PERMIT HIM TO ENTERTAIN, TRAVEL, AND ATTEND APPROPRIATE CONFERENCES ON BEHALF OF THE SCHOOL AND TO TAKE HIS COMPANION WITH HIM, AT THE SCHOOL'S EXPENSE, TO AT LEAST TWO CONVENTIONS OR CONFERENCES PER YEAR. IN ADDITION, THE SCHOOL PAYS THE COST OF THE HEAD OF SCHOOL'S LEGAL COUNSEL WITH RESPECT TO DRAFTING AND NEGOTIATION OF HIS EMPLOYMENT AGREEMENT. THE HEAD OF SCHOOL SHOULD SUBMIT TO THE SCHOOL'S BUSINESS OFFICE AN ITEMIZED ACCOUNT OF ALL SUCH EXPENDITURES, SETTING FORTH THE DATE, THE PURPOSE FOR WHICH EACH EXPENDITURE WAS INCURRED, AND THE AMOUNTS THEREOF, TOGETHER WITH SUCH RECEIPTS SHOWING PAYMENTS AS MAY BE REQUIRED BY THE SCHOOL'S POLICIES. PART I, LINE 4B THE SCHOOL PROVIDES A 457F DEFERRED COMPENSATION PLAN TO THE HEAD OF SCHOOL. DURING 2019, THE SCHOOL CONTRIBUTED $150,000 TO THE PLAN. A CALIFORNIA MUNICIPAL FINANCE AUTHORITY 201563466 2015-04-13 31000000 REFINANCE & PURCHASE NEW BUILDING 0 0 0 A 3978134 31000000 17698862 13301138 2015 1 0 1 1 A 0 1 0 0 0.06150 0.06150 0 0 1 A 0 0 1 0 0 0 0 0 1 A 1 X 20 379012 FMV 0 0 1 0 PART I, COLUMN (B): THIS NUMBER REPRESENTS THE NUMBER OF CONTRIBUTIONS MADE, NOT THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S FORM 990 IS CIRCULATED TO SENIOR KEY EMPLOYEES AND THE AUDIT COMMITTEE MEMBERS FOR REVIEW. ANY QUESTIONS WITH REGARD TO DATA IS THEN ASKED OF THE CONTROLLER. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR A QUESTIONNAIRE IS DISTRIBUTED TO THE BOARD MEMBERS AND OFFICERS, REQUESTING DISCLOSURE OF POSSIBLE CONFLICTS OF INTEREST. WHEN POSSIBLE, DISCLOSURES ARE DIRECTED IN WRITING TO THE SECRETARY OF THE BOARD, CHAIRPERSON OR PRESIDENT WHO TOGETHER WITH THE AUDIT COMMITTEE, ARE RESPONSIBLE FOR THE ADMINISTRATION OF THE POLICY. BOARD MEMBERS OR OFFICERS WHO HAVE DECLARED OR BEEN FOUND TO HAVE A CONFLICT OF INTEREST IN ANY MATTER BEFORE THE BOARD ARE REFRAINED FROM PARTICIPATING IN CONSIDERATION OF A PROPOSED TRANSACTION, UNLESS FOR SPECIAL REASONS THE BOARD REQUESTS INFORMATION OR INTERPRETATION OF THE PERSON OR PERSONS INVOLVED. THE PERSON OR PERSONS INVOLVED ARE NOT ALLOWED TO VOTE ON SUCH MATTERS AND ARE NOT ALLOWED TO BE PRESENT AT THE TIME OF VOTE. FORM 990, PART VI, SECTION B, LINE 15 THE CEO'S AND CFO'S COMPENSATION IS REVIEWED ANNUALLY BY THE BOARD'S COMPENSATION COMMITTEE, INCLUDING COMPARISONS WITH LOCAL, REGIONAL AND NATIONAL PEER SCHOOLS. PARTICIPATION IN TWO NATIONAL EXECUTIVE COMPENSATION AND BENEFITS SURVEYS PROVIDE COMPARABLE DATA FOR ANALYSIS AND OUTSIDE COMPENSATION CONSULTANTS ARE USED. THE CEO'S CONTRACT IS APPROVED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THERE WAS NO CHANGE IN THE OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. NAP SM LLC 1714 21ST STREET SANTA MONICA CA 90404 352432054 REAL ESTATE HOLDING CA 205897 7929391 CROSSROADS SCHOOL FOR ARTS AND SCIENCES