2019-05-13T14:02:59-07:00 2018-06-30 990 2017-07-01 941247265 CRYSTAL SPRINGS UPLANDS SCHOOL CRYS 6503424175 400 Uplands Drive Hillsborough CA 940106946 Diane Isola CFO 6503424175 2019-05-13 12.10.43.34 2017 2019-02-21 02:37:17Z Dan Miller 400 Uplands Drive Hillsborough CA 94010 28009637 0 X www.csus.org X 1952 CA Operation of two educational facilities for approximately 470 students grades 6 through 12. 25 24 225 50 0 0 6609329 4847650 15437642 21249996 726655 836719 -152977 -145729 22620649 26788636 2515595 3356125 0 0 11196239 13942442 0 0 1286611 5925486 10292952 19637320 27591519 2983329 -802883 116893199 120319484 44863421 48150077 72029778 72169407 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 22499412 0 0 Operation of an educational institution for approximately 470 student grades 6-12. 0 0 0 22499412 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 1 107 0 1 225 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 940106999 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 2nd Vice President 1 0 X X 0 0 0 Norman Chen 1st 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 Annette Goodwine Trustee 1 0 X 0 0 0 Gerry Horkan Secretary 1 0 X X 0 0 0 Zach Hulsey Trustee 1 0 X 0 0 0 Jennifer Johnson Trustee 1 0 X 0 0 0 Jeff Lee Trustee 1 0 X 0 0 0 Peter Lim Trustee 1 0 X 0 0 0 Becky Logan Trustee 1 0 X 0 0 0 Libby O'Leary Trustee 1 0 X 0 0 0 Bob Peck Trustee 1 0 X 0 0 0 Mike Ross Treasurer 1 0 X X 0 0 0 Komal Shah Trustee 1 0 X 0 0 0 Mark Silver 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 0 X 0 0 0 Jennifer Glore Alumni Association President 1 0 X X 0 0 0 Evan Goldberg Trustee 1 0 X 0 0 0 Jill Pulley Parent Association President 1 0 X X 0 0 0 Josh Smith Trustee 1 0 X 0 0 0 Amy Richards Head of School 40 0 X 391161 0 232615 Diane Isola CFO 40 0 X 202536 0 32214 Christopher Schoberl Head of Middle School 40 0 X 156109 0 19190 Christy Dillon Assistant Head of School 40 0 X 166027 0 27372 Elizabeth Berman Chief Advancement Officer 40 0 X 164756 0 27565 Peter Antupit Chief Information Officer 40 0 X 160471 0 22375 Patti Syvertson Director of Mind/Body Program 40 0 X 152582 0 25377 1393642 0 386708 33 0 1 0 Turner Construction Company 300 Frank H Ogawa Plaza Ste 510 Oakland CA 94612 construction services 17122449 Epicurean Group 111 Main Street Suite 3 Los Altos CA 94022 food service 1151353 McGuire & Hester 2810 Harbor Bay Parkway Alameda CA 94502 legal services 363648 CYO Transportaion 699 Serramonte Blvd Daly City CA 94015 transportation service 317625 Wessne's Janitorial PO Box 5414 Berkeley CA 94705 janitorial service 261660 17 0 0 1117487 0 0 3730163 0 4847650 Tuition and fees 611110 21102736 21102736 0 0 Summer program fees 611110 113395 113395 0 0 Other program fees 611110 33865 33865 0 0 0 0 0 0 21249996 639393 0 0 639393 0 0 0 0 0 0 0 0 0 0 1208016 0 1010690 0 197326 0 197326 0 0 197326 64582 1117487 210311 -145729 0 -145729 0 26788636 21249996 0 690990 0 0 3356125 3356125 0 0 0 0 763726 0 763726 0 0 0 0 0 10391933 7986446 1755004 650483 720219 603826 65419 50974 1277704 903241 298212 76251 788860 577748 165294 45818 0 0 0 0 58654 0 58654 0 35800 0 35800 0 0 0 0 0 0 0 31412 0 31412 0 519838 401400 32650 85788 10971 0 405 10566 1458765 1252369 96229 110167 110882 75844 28564 6474 0 0 0 0 485552 455064 25912 4576 902527 860962 34950 6615 0 0 0 0 73953 60257 9205 4491 877220 833359 43861 0 0 0 0 0 1930359 1833841 96518 0 137550 93117 34858 9575 Food and hospitality 1233678 1089651 53042 90985 Repairs, maintenance, service contracts 1027202 902602 71952 52648 Licenses, taxes, fees 508902 439358 24832 44712 Student activity 457591 457591 0 0 432096 316611 78997 36488 27591519 22499412 3805496 1286611 355 600 18100590 14122916 4064848 2587886 421422 309207 0 0 0 0 0 0 45205 49746 1196563 824656 95365881 18673337 68402041 76692544 0 24662175 25224403 0 0 0 507526 116893199 120319484 13791837 3343463 0 0 11008036 13268904 20063548 31537710 0 0 0 0 0 0 0 0 0 0 44863421 48150077 X 23121243 49685651 35035113 8599288 13873422 13884468 72029778 72169407 116893199 120319484 -802883 942512 0 0 0 0 X 0 1 X 1 0 X 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 20509625 178498 3166567 0 1016384 0 22838306 0.33 0.67 0 0 0 0 14092081 14092081 0 65282601 9390793 55891808 0 10166505 6005842 4160663 0 3018779 1989831 1028948 0 2805915 1286871 1519044 76692544 0 0 Equities 16595896 F Mutual funds 8628507 F 25224403 0 0 X 21926932 0 0 0 -3356125 -3356125 25283057 31412 1474167 1505579 26788636 24203982 0 0 0 0 0 24203982 31412 3356125 3387537 27591519 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 had 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 Schedule D, Part XI, Line 4b Capital campaign contributions ($1,276,841) and realized gains ($942,512) Schedule D, Part XII, Line 4b 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 1080757 1026737 54020 0 3400 42634 76052 9300 49165 Golf Tournament 101312 90749 10563 0 0 15750 12419 0 1592 0 1182069 1117486 64583 0 3400 58384 88471 9300 50757 210312 -145729 1 Financial aid in amounts ranging from $4,050 to $44,550 107 0 107 Fair market value tuition assistance 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 balances. X X 1 1 X X X X X 0 1 0 0 0 0 0 0 0 Amy Richards Head of School 356161 0 35000 0 0 0 127000 0 105615 0 623776 0 Diane Isola CFO 202536 0 0 0 0 0 21399 0 10815 0 234750 0 Christy Dillon Assistant Head of School 166027 0 0 0 0 0 16557 0 10815 0 193399 0 Elizabeth Berman Director of Advancement 164756 0 0 0 0 0 16750 0 10815 0 192321 0 Peter Antupit Director of Technology 160471 0 0 0 0 0 11560 0 10815 0 182846 0 Christopher Schoberl Head of Middle School 156109 0 0 0 0 0 8375 0 10815 0 175299 0 Patti Syvertson Director of Physical Education 152582 0 0 0 0 0 14562 0 10815 0 177959 0 Schedule J, Part I, Line 1a A house and house cleaning services are provided for the Head of School's personal use. Schedule J, Part I, Line 4 Amy Richards $100,000 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 0 0 1 1 A 0 0 0 0 0 0 0 1 A 0 1 0 0 0 0 0 0 1 X 26 643609 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.