2020-04-21T19:05:00-05:00 2019-06-30 410746749 CLIFTONLARSONALLEN LLP 301 NORTH LAKE AVENUE SUITE 900 PASADENA CA 91101 990 2018-07-01 954064778 CRESTVIEW PREPARATORY SCHOOL CRES 8189520925 140 FOOTHILL BLVD LA CANADA FLINTRIDGE CA 91011 BAUDELIA C TAYLOR HEAD OF SCHOOL 8189520925 2020-04-20 1 KAREN LO P00157337 6267933600 2020-04-20 67.137.57.251 2020-04-20 11:55:58 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 02FA7187779F3321E16173F7333B1293F8C30695 2018 2020-09-22 18:59:49Z BAUDELIA C TAYLOR 140 FOOTHILL BLVD LA CANADA FLINTRIDGE CA 91011 4556998 0 X WWW.CRESTVIEWPREP.ORG X 1986 CA A COEDUCATIONAL DAY SCHOOL PROVIDING EDUCATION FOR STUDENTS FROM K-6 GRADES. 14 14 53 120 0 0 504137 479684 3655144 4062925 1796 1972 -42073 -45794 4119004 4498787 511950 602650 0 0 2615619 2714549 0 0 167207 990920 1111167 4118489 4428366 515 70421 2592085 2742388 596369 676251 1995716 2066137 X CRESTVIEW TRADITION BLENDS ACADEMIC EXCELLENCE WITH A HEALTHY RESPECT FOR CHILDHOOD, INSPIRING STUDENTS TO DISCOVER THEIR UNIQUE TALENTS AND DEVELOP THE INTELLECTUAL SKILLS AND CHARACTER TO EMBRACE CHALLENGES WITH COURAGE AND CONFIDENCE. THE SCHOOL MAINTAINS A LEARNING ENVIRONMENT THAT ENSURES TEACHERS WILL KNOW AND UNDERSTAND THE UNIQUE QUALITITES OF EACH CHILD IN ORDER TO PROVIDE APPROPRIATELY CHALLENGING INSTRUCTION AND EXPERIENCES TO CULTIVATE THEIR STUDENTS' TALENTS, DEVELOP THEIR INTELLECTUAL SKILLS, AND ENCOURAGE CURIOSITY AND DISCOVERY. THE SCHOOL BUILDS ON A CULTURE OF INCLUSION AND INVOLVEMENT TO ACTIVELY ENGAGE CURRENT PARENTS, ALUMNI AND OTHER FRIENDS OF THE SCHOOL. 0 0 3535241 602650 4062925 THE SCHOOL PROVIDED AN ENHANCED ACADEMIC PROGRAM TO 182 STUDENTS IN KINDERGARTEN THROUGH 6TH GRADE. A TOTAL OF 22 STUDENTS GRADUATED TO MATRICULATE AT A VARIETY OF CHALLENGING COLLEGE PREPARATORY SCHOOLS IN THE GREATER PASADENA AND LOS ANGELES AREAS. 3535241 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 1 0 0 0 0 0 0 0 0 0 0 0 0 1 7 0 53 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X CYNTHIA RIGNEY 8189520925 140 FOOTHILL BLVD LA CANADA FLINTRIDGE CA 91011 JAMES FILIPPATOS UNTIL 1119 BOARD CHAIR 5.00 X X 0 0 0 JEFF MCCONNELL FROM 1119 BOARD CHAIR 5.00 X X 0 0 0 GEORGE WILLIAMS CFO 1.00 X X 0 0 0 NADINE ONO SECRETARY 1.00 X X 0 0 0 CYRUS RANGAN TRUSTEE 1.00 X 0 0 0 MICHELLE MCGINNIS TRUSTEE 1.00 X 0 0 0 SHAHRZAD POORMOSLEH TRUSTEE 1.00 X 0 0 0 PEGGY PROCTER TRUSTEE 1.00 X 0 0 0 CYNTHIA SMITH TRUSTEE 1.00 X 0 0 0 ARMEN TATEVOSSIAN TRUSTEE 1.00 X 0 0 0 MAUREEN HOLLAND TRUSTEE 1.00 X 0 0 0 STEPHANIE ITO TRUSTEE 1.00 X 0 0 0 MICHAEL LAZARI KARAPETIAN TRUSTEE 1.00 X 0 0 0 TERRY KRUPCZAK TRUSTEE 1.00 X 0 0 0 EDITH NAVASARGIAN TRUSTEE 1.00 X 0 0 0 BAUDELIA TAYLOR HEAD OF SCHOOL, PRESIDENT 40.00 X 169809 0 4703 CYNTHIA RIGNEY DIRECTOR OF FINANCE AND OP 40.00 X 119372 0 13286 289181 0 17989 2 0 1 0 0 135156 344528 479684 TUITION AND FEES 611600 3840600 3840600 AUXILIARY ACTIVITIES 611710 172210 172210 SUMMER SCHOOL 611710 50115 50115 4062925 1972 1972 12417 135156 58211 -45794 -45794 4498787 4062925 0 -43822 602650 602650 326288 56016 232928 37344 1967499 1724166 169920 73413 82714 73701 6069 2944 165019 137306 19291 8422 173029 135562 29153 8314 547 547 19600 19600 94884 27097 56816 10971 44328 31030 13298 437943 350354 78830 8759 76978 61582 13856 1540 59477 47581 10706 1190 LANDSCAPE AND MAINTENAN 134806 107845 24265 2696 INSTRUCTIONAL EXPENSES 117923 117923 PROFESSIONAL DEVELOPMEN 61352 12270 42947 6135 UTILITIES 42548 34038 7659 851 20781 16120 33 4628 4428366 3535241 725918 167207 956061 1183863 1071874 1073846 80731 70510 37841 36645 29105 21010 1668131 1311617 416473 356514 2592085 2742388 60819 125201 535550 551050 596369 676251 X 1754311 1834750 81136 71118 160269 160269 1995716 2066137 2592085 2742388 70421 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 160674 203 160877 160626 48 160674 160577 49 160626 160513 64 160577 160448 65 160513 0.99620 0.00380 0 0 1103766 823442 280324 564365 488175 76190 356514 X 3896137 -602650 -602650 4498787 0 4498787 3825716 0 3825716 602650 602650 4428366 PART V, LINE 4: THE SCHOOL'S ENDOWMENT PRINCIPALLY CONSISTS OF A SINGLE DONOR-RESTRICTED FUND ESTABLISHED FOR TECHNOLOGY. PART X, LINE 2: THE SCHOOL HAS RECEIVED FAVORABLE DETERMINATION LETTERS FROM THE INTERNAL REVENUE SERVICE AND THE STATE OF CALIFORNIA INDICATING IT IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER THE INTERNAL REVENUE CODE AND CALIFORNIA REVENUE TAXATION CODE. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES PROVIDE ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ORGANIZATION IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES ALL OF THE POSITIONS TAKEN BY THE SCHOOL ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID -602,650. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 602,650. 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 PUBLICIZES ITS RACIALLY NONDISCRIMINATORY POLICY IN ALL ITS BROCHURES, OTHER WRITTEN COMMUNICATION, ITS WEBSITE, AND THE NEWSPAPER (THE LOS ANGELES TIMES). GALA 30577 30577 1200 3700 4846 PARTY BENEFIT 30221 30221 3304 5 86775 74358 12417 400 12417 32344 147573 135156 12417 400 13617 3700 40494 58211 -45794 1 FINANCIAL ASSISTANCE 48 602650 N/A N/A PART I, LINE 2: FINANCIAL AID IS GRANTED TO STUDENTS BASED ON FINANCIAL NEEDS AS DETERMINED BY THE FINANCIAL ASSISTANCE COMMITTEE AND ON A RACIALLY NON-DISCRIMINATORY BASIS. X X X X 0 0 0 0 0 0 0 0 0 BAUDELIA TAYLOR HEAD OF SCHOOL, PRESIDENT 169809 0 0 0 0 0 4703 0 0 0 174512 0 0 0 PART I, LINE 3 DASL COMPARATIVE DATABASE OF THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS (NAIS) IS USED FOR THE PURPOSE OF DETERMINING THE SALARY LEVELS OF THE SCHOOL'S KEY EMPLOYEES. THE HEAD OF SCHOOL'S COMPENSATION IS ESTABLISHED BY THE INDEPENDENT MEMBERS OF THE BOARD OF TRUSTEES. BOARD MEMBERS REVIEW NAIS COMPARATIVE DATA AND COMPARATIVE LOCAL INFORMATION PROVIDED ON OTHER ORGANZATIONS FORM 990S IN DETERMINING HER MULTI YEAR CONTRACT AMOUNTS. THIS PROCESS LAST OCCURED IN 2017 AT THE CURRENT CONTRACTS INCEPTION. TRUSTEE 4500 TUITION ASSISTANCE FORM 990, PART VI, SECTION A, LINE 1 FINANCE COMMITTEE - THIS COMMITTEE SHALL CONSIST OF THREE CURRENT TRUSTEES AND UP TO TWO OTHER MEMBERS (EITHER TRUSTEES OR OUTSIDE PARTIES), WHO SHALL ESTABLISH AND EVALUATE THE CORPORATION'S SCHOOL BUDGET, FINANCIAL PROJECTIONS, FUNDRAISING PROJECTS, AND ALL OTHER MATTERS RELATING TO THE MANAGEMENT AND DEVELOPMENT OF THE SCHOOL'S FINANCES, IN CONJUNCTION WITH THE HEAD OF THE SCHOOL AND THE SCHOOL FINANCIAL ADMINISTRATOR. COMMITTEE SHALL HAVE THE POWER TO PRESCRIBE THE MANNER IN WHICH ITS PROCEEDINGS SHALL BE CONDUCTED. THE COMMITTEE MAKES RECOMMENDATIONS THAT ARE SUBJECT TO THE APPROVAL OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B THE DIRECTOR OF FINANCE AND OPERATIONS REVIEWS THE 990 RETURN AND DISTRIBUTES A COPY TO EACH BOARD MEMBER FOR COMMENT AND APPROVAL PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF TRUSTEES AFFIRMS THAT THE TRUSTEES, OFFICERS, ADMINISTRATORS, FACULTY AND OTHER EMPLOYEES OF THE SCHOOL HAVE AN OBLIGATION TO EXERCISE THEIR AUTHORITY AND TO CARRY OUT THE DUTIES OF THEIR RESPECTIVE POSITIONS FOR THE SOLE BENEFIT OF THE SCHOOL. THEY SHOULD AVOID PLACING THEMSELVES IN POSITIONS IN WHICH THEIR PERSONAL INTERESTS ARE, OR MAY BE, IN CONFLICT WITH THE INTERESTS OF THE SCHOOL. WHERE A POTENTIAL CONFLICT OF INTEREST EXISTS, IT SHALL BE THE RESPONSIBILITY OF THE PERSON INVOLVED, OR ANY OTHER PERSON WITH KNOWLEDGE, TO NOTIFY THE BOARD OF TRUSTEES OF THE CIRCUMSTANCES RESULTING IN THE POTENTIAL CONFLICT SO THAT THE BOARD OF TRUSTEES CAN PROVIDE SUCH GUIDANCE AND TAKE SUCH ACTION AS IT SHALL DEEM APPROPRIATE. EACH BOARD MEMBER SUBMITS A WRITTEN CONFLICT OF INTEREST DISCLOSURE FORM ON AN ANNUAL BASIS. THE FORMS ARE REVIEWED BY THE BUSINESS OFFICE ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 DALS COMPARATIVE DATABASE OF THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS (NAIS) IS USED FOR THE PURPOSE OF DETERMINING THE SALARY LEVELS OF THE SCHOOL'S KEY EMPLOYEES. THE HEAD OF SCHOOL'S COMPENSATION IS ESTABLISHED BY THE INDEPENDENT MEMBERS OF THE BOARD OF TRUSTEES. BOARD MEMBERS REVIEW NAIS COMPARATIVE DATA AND COMPARATIVE LOCAL INFORMATION PROVIDED ON OTHER ORGANZATIONS FORM 990S IN DETERMINING HER MULTI YEAR CONTRACT AMOUNTS. THIS PROCESS LAST OCCURED IN 2017 AT THE BEGINNING OF THE HEAD OF SCHOOL'S CURRENT CONTRACT'S INCEPTION. THE MOST RECENT REVIEW AND APPROVAL FOR THE SALARIES OF THE DIRECTOR OF FINANCE AND OPERATIONS TOOK PLACE IN 2018. FORM 990, PART VI, SECTION C, LINE 18 THE SCHOOL'S FORMS 1023 AND 990 ARE AVAILABLE UPON REQUEST. THE FORM 990 IS ALSO AVAILABLE ON THE PUBLIC WEBSITE WWW.GUIDESTAR.ORG. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THERE WERE NO CHANGES TO THE FINANCE COMMITTEES OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE YEAR