2019-07-15T16:41:38-05:00 2018-08-31 946214841 ARMANINO LLP 50 W SAN FERNANDO ST STE 500 SAN JOSE CA 95113 990 2017-09-01 770451623 A GIFTED EDUCATION INC AGIF 4089970424 6835 TRINIDAD DRIVE SAN JOSE CA 95120 CRAIG VONDEMFANGE CFO 4089970424 2019-07-12 1 LAWRENCE S KUECHLER P00233621 4082006400 2019-07-12 38.111.205.16 2019-07-12 17:36:00 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 FDEB1B68557FBB6920E74A8150FA29D1B539C9A3 2017 2019-02-21 02:37:17Z ALMADEN COUNTRY DAY SCHOOL CRAIG VONDEMFANGE 6835 TRINIDAD DRIVE SAN JOSE CA 95120 11248447 0 X WWW.ALMADENCOUNTRYDAYSCHOOL.ORG X 1982 CA TO PROVIDE A GIFTED EDUCATION FOR EVERY CHILD, PRE-SCHOOL THROUGH JUNIOR HIGH. 14 14 93 250 0 23451 569880 1165243 6636255 6391730 138155 234599 4321 9190 7348611 7800762 0 0 0 0 5283354 5425164 0 175000 439021 2073957 2804244 7357311 8404408 -8700 -603646 7725736 9816516 5560992 7982417 2164744 1834099 THE MISSION OF ALMADEN COUNTRY DAY SCHOOL IS TO DISCOVER THE GIFTS IN EVERY CHILD BY PROVIDING A SAFE AND AFFIRMING ENVIRONMENT FOR LEARNING, EMPOWERING CHILDREN TO STRIVE, EXPLORE AND BUILD A SENSE OF PERSONAL VALUE. 0 0 5469356 6394070 THE SCHOOL OFFERS A TRADITIONAL LIBERAL ARTS AND SCIENCES EDUCATION THAT INCLUDES RIGOROUS ACADEMICS, CONTINUITY OF CURRICULUM, BROAD ENRICHMENT PROGRAMS, AND FOCUS ON THE INDIVIDUAL. 343 STUDENTS ENROLLED IN FY 17-18. 5469356 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 1 0 0 0 0 1 1 0 0 0 0 1 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 24 0 1 93 1 1 1 0 0 0 0 1 1 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 1 0 0 CA X CRAIG VONDEMFANGE CFO 4089970424 6835 TRINIDAD DRIVE SAN JOSE CA 95120 RICHARD B RAVEL BOARD CHAIR 2.00 X X 0 0 0 BRAD BARON BOARD VICE CHAIR 2.00 X X 0 0 0 JAY WALSTRUM TRUSTEE 2.00 X 0 0 0 CHANTAL ADAM TRUSTEE 1.00 X 0 0 0 MICHAEL CARTER TRUSTEE - TO 04/18 1.00 X 0 0 0 GENE COOK TRUSTEE 1.00 X 0 0 0 JEAN DELWICHE TRUSTEE - TO 06/18 1.00 X 0 0 0 ROUVIERE DE WAAL PHD TRUSTEE 1.00 X 0 0 0 JEFF FISHER TRUSTEE 1.00 X 0 0 0 KAREN GREENE TRUSTEE - TO 6/18 1.00 X 0 0 0 STEVE HUHN TRUSTEE - FROM 12/17 1.00 X 0 0 0 DAVE MATSUMOTO TRUSTEE - TO 6/18 1.00 X 0 0 0 SANDY MCMASTER TRUSTEE 1.00 X 0 0 0 JENNIFER MILLER TRUSTEE 1.00 X 0 0 0 ZENA OLSEN TRUSTEE - FROM 8/17 1.00 X 0 0 0 THERESA REMAKER TRUSTEE 1.00 X 0 0 0 ZACHARY ROBERTS EDD TRUSTEE 1.00 X 0 0 0 RON SIPOREN TRUSTEE 1.00 X 0 0 0 ARVIND SRINIVASAN PHD TRUSTEE - TO 1/17 1.00 X 0 0 0 STEVE GUERRETTAZ CFO - TO 12/17 40.00 X 114000 0 5724 CRAIG VONDEMFANGE CFO - FROM 11/17 40.00 X 20000 0 300 OLE JORGENSON HEAD OF SCHOOL 50.00 X 297187 0 35977 JENNIFER GLASSER ASSISTANT HEAD OF SCHOOL 40.00 X 136380 0 6098 CECILIA ROBB HEAD OF LOWER SCHOOL 40.00 X 113107 0 15459 680674 0 63558 4 0 1 0 ORLOFF WILLIAMS 1271 TRASK DRIVE HOLLISTER CA 95023 MARKETING CONSULTANT 132532 1 83503 1081740 45446 1165243 TUITION & RELATED FEES 611110 6019975 6019975 EXTENDED CARE & SUMMER 611110 181558 181558 FIELD TRIPS 611110 92907 92907 AFTER SCHOOL & SPORTS 611110 82224 82224 OTHER 611110 15066 15066 6391730 109951 109951 2350 0 2350 2350 2350 3512654 14742 3400435 2313 112219 12429 124648 124648 49437 83503 44937 4500 4500 MISC INCOME 611110 2340 2340 2340 7800762 6394070 0 241449 501728 41278 402981 57469 4030027 3071458 845517 113052 180076 133469 38558 8049 394097 286956 89685 17456 319236 219839 83231 16166 33773 33773 21725 21725 175000 175000 43990 43990 234788 230704 4084 167121 167121 104842 34401 70441 99327 93477 5850 1332580 762807 561311 8462 40824 24784 16040 32032 28875 2837 320 282041 254246 24975 2820 39479 39479 SCHOOL PROGRAMS 291226 287062 3143 1021 HIRING EXPENSES 26372 26372 OTHER EXPENSE 25283 25283 EVENT EXPENSE 13923 13923 14918 14918 8404408 5469356 2496031 439021 1849506 1641449 420510 284371 0 598493 24870 18154 102728 92124 4074902 1761377 1012751 2313525 4185898 4730870 129473 137530 7725736 9816516 354332 1475983 3103054 4067704 390325 359460 273375 253472 1439906 1825798 5560992 7982417 X 2112853 1083519 16891 715580 35000 35000 2164744 1834099 7725736 9816516 -603646 273001 0 X 0 1 X 1 0 X 44004 596 44600 43660 344 44004 43469 191 43660 0.00000 0.78480 0.21520 0 0 2693676 1019330 1674346 1235295 618173 617122 145931 123874 22057 2313525 MUTUAL FUNDS 1085194 F EXCHANGE TRADED PRODUCTS 3120667 F CORPORATE BONDS 525009 F 4730870 DEFERRED RENT 1490618 DEFERRED COMPENSATION 162889 CAPITAL LEASE OBLIGATION 172291 1825798 X 8062988 273001 -10775 262226 7800762 0 7800762 8393633 0 8393633 10775 10775 8404408 PART X, LINE 2: THE SCHOOL IS A NON-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701(D). ACCORDINGLY, THERE IS NO PROVISION FOR INCOME TAXES. THE SCHOOL EVALUATES ITS UNCERTAIN TAX POSITIONS, IF ANY, ON A CONTINUAL BASIS THROUGH REVIEW OF ITS POLICIES AND PROCEDURES, REVIEW OF ITS REGULAR TAX FILINGS, AND DISCUSSIONS WITH OUTSIDE EXPERTS. THE SCHOOL EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF AUGUST 31, 2018, THE SCHOOL DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. PART XI, LINE 2D - OTHER ADJUSTMENTS: OTHER EVENT EXPENSES (NON FUNDRAISING) -10,775. PART XII, LINE 4B - OTHER ADJUSTMENTS: OTHER EVENT EXPENSES (NON FUNDRAISING) 10,775. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 ADVERTISING IN LOCAL MAGAZINES AND NEWSPAPERS, AS WELL AS A SCHOOL BROCHURE, INCLUDE ITS NONDISCRIMINATORY POLICY STATEMENT. X X X X X X 1 COMMUNITY COUNSELING SERVICE CO LLC 100 MONTGOMERY STREET STE 2270 SAN FRANCISCO CA 94104 CAPITAL CAMPAIGN CONSULTANT 0 78670 175000 0 78670 175000 CA AUCTION 128440 83503 44937 20169 10166 14602 128440 83503 44937 20169 10166 14602 44937 0 SCHEDULE G, PART I, LINE 2B, COLUMN (V) CAPITAL CAMPAIGN WILL BE GOING FOR SEVERAL YEARS, SO RECEIPTS WILL BE SPREAD OVER YEARS. X X 0 0 0 0 0 0 0 0 0 OLE JORGENSON HEAD OF SCHOOL 277125 0 0 0 20062 0 10800 0 25177 0 333164 0 0 0 RICHARD AND NAN HUNTER FOUNDERS OF THE ORGANIZATION TO FINANCE THE SALE OF THE MORGAN HILL COUNTRY SCHOOL IN 2003 X 608575 359460 0 1 1 359460 X 1 45446 SALES PROCEEDS 0 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PREPARED BY AN INDEPENDENT CPA AND REVIEWED BY THE CFO AND CONTROLLER PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 15A THE HEAD OF SCHOOL HAS AN INDEPENDENT EMPLOYMENT CONTRACT WHICH SETS THE SALARY EXPECTATION. THE EXECUTIVE COMMITTEE WILL REVIEW THE BASE SALARY AND MAY ADJUST IT UPWARD AS APPROPRIATE BASED ON ANNUAL EVALUATIONS. THE EXECUTIVE COMMITTEE HAS AGREED THAT THE BASE SALARY FOR ANY YEAR OF THE TERM SHALL NOT BE LESS THAN THE MEDIAN FOR HEADS OF SCHOOLS IN THE MOST RECENT NORCAL ISBOA SURVEY. FORM 990, PART VI, SECTION C, LINE 19 ORGANIZATION DOCUMENTS ARE AVAILABLE THROUGH FOIA SOURCES AND ALSO AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST.