2020-07-07T16:41:36-07:00 2019-06-30 990 2018-07-01 941247265 CRYSTAL SPRINGS UPLANDS SCHOOL CRYS 6503424175 400 Uplands Drive Hillsborough CA 940106946 Diane Isola CFO 6503424175 2020-07-07 12.10.43.34 2018 2020-09-23 17:36:50Z Kelly Sortino 400 Uplands Dr Hillsborough CA 94010 37009031 0 X www.csus.org X 1952 CA Operation of two educational facilities for approximately 540 students grades 6 through 12. 25 24 253 50 0 0 4847650 8251721 21249996 25492436 836719 939714 -145729 -274187 26788636 34409684 3356125 4123728 0 0 13942442 15944067 0 0 1297350 10292952 11844108 27591519 31911903 -802883 2497781 120319484 123747308 48150077 48464226 72169407 75283082 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 26584363 0 0 Operation of an educational institution for approximately 470 student grades 6-12. 0 0 0 26584363 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 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 110 0 1 253 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 25 24 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 Yomi Agunbiade Trustee 1 0 X 0 0 0 Chris Alden Trustee 1 0 X 0 0 0 George Bischof Trustee 1 0 X 0 0 0 Wendy Buckley Trustee 1 0 X 0 0 0 Norman Chen 2nd Vice President 1 0 X X 0 0 0 Julia Davidson President 1 0 X X 0 0 0 Chris Dillon Trustee 1 0 X 0 0 0 Gerry Horkan 1st Vice President 1 0 X X 0 0 0 Jennifer Johnson Trustee 1 0 X 0 0 0 Jeff Lee Treasurer 1 0 X X 0 0 0 Peter Lim Trustee 1 0 X 0 0 0 Becky Logan Trustee 1 0 X 0 0 0 Bob Peck Trustee 1 0 X 0 0 0 Mike Ross Trustee 1 0 X 0 0 0 Komal Shah Trustee 1 0 X 0 0 0 Kristi Cotton Spence Lifetime Trustee 1 0 X 0 0 0 Josh Stein Trustee 1 0 X 0 0 0 Kate Dachs Trustee 1 0 X 0 0 0 Jennifer Glore Alumni Association President 1 0 X X 0 0 0 Evan Goldberg Secretary 1 0 X X 0 0 0 Josh Smith Trustee 1 0 X 0 0 0 Cristal Waldrop Trustee 1 0 X 0 0 0 Wilson Xu Trustee 1 0 X 0 0 0 Dan Miller Head of School 40 0 X 166255 0 0 Amy Richards Head of School 40 0 X 569208 0 0 Diane Isola CFO 40 0 X 239050 0 0 Christopher Schoberl Head of Middle School 40 0 X 162449 0 0 Christy Dillon Assistant Head of School 40 0 X 168843 0 0 Elizabeth Berman Chief Advancement Officer 40 0 X 170656 0 0 Kelly Sortino Head of Upper School 40 0 X 177543 0 0 Andrea Ghorai Advancement Director 40 0 X 159874 0 0 1813878 0 0 36 0 1 0 Epicurean Group 111 Main Street Suite 3 Los Altos CA 94022 food service 1052449 CYO Transportaion 699 Serramonte Blvd Daly City CA 94015 transportation service 573115 A2Z Facilities Group 809 Laurel St Unit 212 San Carlos CA 94070 janitorial service 381654 McGuire & Hester 2810 Harbor Bay Parkway Alameda CA 94502 legal services 325635 A Global General Contractor 1560 San Thomas Aquino Rd Unit 20 San Jose CA 95130 general contractor 301275 12 0 0 601295 0 0 7650426 503484 8251721 Tuition and fees 611110 25297657 25297657 0 0 Summer program fees 611110 103765 103765 0 0 Other program fees 611110 91014 91014 0 0 0 0 0 0 25492436 699875 0 0 699875 0 0 0 0 0 0 0 0 0 0 2500875 0 2261036 0 239839 0 239839 0 0 239839 64124 601295 338311 -274187 0 -274187 0 34409684 25492436 0 665527 0 0 4123728 4123728 0 0 0 0 1059266 0 1059266 0 0 0 0 0 11555303 9365479 1541337 648487 770898 620928 108068 41902 1657270 1262147 309949 85174 901330 666391 189044 45895 0 0 0 0 84644 0 84644 0 32500 0 32500 0 0 0 0 0 0 0 31765 0 31765 0 468439 338670 25094 104675 4327 0 0 4327 1091837 919115 65697 107025 132782 92229 33743 6810 0 0 0 0 928057 881655 37122 9280 921965 866093 50946 4926 0 0 0 0 87858 63258 19329 5271 1096622 1041791 54831 0 0 0 0 0 3278301 3114386 163915 0 185451 128876 47075 9500 Food and hospitality 1323842 1160547 49203 114092 Student activity 694520 694520 0 0 Repairs, maintenance, service contracts 672835 584882 49650 38303 Licenses, taxes, fees 501538 429179 25862 46497 306825 230489 51150 25186 31911903 26584363 4030190 1297350 600 900 14122916 18130971 2587886 3394644 309207 836615 0 0 0 0 0 0 49746 50774 824656 524133 96636725 21935129 76692544 74701596 25224403 26107675 507526 120319484 123747308 3343463 2694870 0 13268904 14215136 31537710 31554220 0 0 0 0 0 0 0 0 0 0 48150077 48464226 X 49685651 49850811 8599288 7228043 13884468 18204228 72169407 75283082 120319484 123747308 2497781 615894 0 0 0 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 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 22838306 661170 338313 0 1025574 0 22812215 0.305 0.695 0 0 0 0 14092081 14092081 0 66110155 11617973 54492182 0 10808690 6612030 4196660 0 3195119 2196758 998361 0 2430680 1508368 922312 74701596 0 0 Equities 17117055 F Mutual Funds 8990620 F 26107675 0 0 X 30870085 615896 0 0 -4155495 -3539599 34409684 0 0 0 34409684 27756410 0 0 0 -4123728 -4123728 31880138 31765 0 31765 31911903 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 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 maintained its tax-exempt status and had taken no uncertain tax positions that required adjustment 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 and investment expenses Schedule D, Part XII, Line 2d Scholarships 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 Schedule E, Part I, Line 3 A public notice is published in the San Francisco Chronicle each year Gryphon Gala 557075 523795 33280 0 12706 120603 102314 14975 39795 Golf Tournament 108344 77500 30844 0 0 26175 20283 0 1460 0 665419 601295 64124 0 12706 146778 122597 14975 41255 338311 -274187 1 Financial aid in amounts ranging from $4,580 to $46,780. 115 0 3940116 Fair market value 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 balances. 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 scholarships are made on a sliding scale based on a review of family income and other financial considerations. Awards are posted as credits to the students' tuition balance and do not represent cash payments. X X 1 1 X X X X X X 0 0 0 0 0 0 0 0 0 Amy Richards Head of School 270000 0 18000 0 281208 0 24750 0 58215 0 652173 0 280900 0 Dan Miller Head of School 166255 0 0 0 0 0 8375 0 52807 0 227437 0 0 0 Diane Isola CFO 239050 0 0 0 0 0 24591 0 10815 0 274456 0 0 0 Kelly Sortino Head of Upper School 177543 0 0 0 0 0 18250 0 10815 0 206608 0 0 0 Elizabeth Berman Chief Advancement Officer 170656 0 0 0 0 0 17340 0 10815 0 198811 0 0 0 Christy Dillon Assistant Head of School 168843 0 0 0 0 0 15672 0 10815 0 195330 0 0 0 Christopher Schoberl Head of Middle School 162449 0 0 0 0 0 8713 0 10815 0 181977 0 0 0 Andrea Ghorai Advancement Director 159874 0 0 0 0 0 15521 0 10815 0 186210 0 0 0 Schedule J, Part I, Line 1a A house and house cleaning service are provided for the Head of School's personal use A California Municipal Finance Authority 201563466 2016-07-01 32000000 See Supplemental Information 0 0 0 A 0 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 Schedule K, Part IV, Line 2c-07/01/2016 32,000,000 California Municipal Finance Authority 11/6/2019 X 21 503484 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 incudes 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. Due 7/15/20 because of Covid.