2018-05-09T10:23:24-05:00 2017-06-30 363990892 Capin Crouse LLP 3050 Saturn Street Suite 104 Brea CA 92821 990 2016-07-01 330103052 Santa Fe Christian Schools SANT 8587558900 838 Academy Drive Solana Beach CA 92075 Scott Travasos CFOO 8587558900 2018-05-09 1 Francis K Brown II P00465640 7145770988 2016 2022-09-23 18:48:47Z Jim Adare 838 Academy Drive Solana Beach CA 92075 26706960 0 X www.sfcs.net X 1985 CA A coeducational independent college preparatory school within a Bible based community. 14 13 281 632 0 0 2017912 6332551 18391660 19437890 584724 424986 35898 -55800 21030194 26139627 2296527 2384953 0 0 12737267 13567998 69168 120592 883418 5458909 5806294 20561871 21879837 468323 4259790 37359345 42979433 16753064 17899573 20606281 25079860 X A coeducational independent college preparatory school within a Bible based community to disciple students to embrace biblical truth, strive for academic excellence, and model Christ-like leadership to influence their homes, churches, and communities for Christ. 0 0 7387413 1156274 9193405 The upper school seeks, through the core curriculum, electives and extracurricular activities, to put students in a position of having the broadest possible range of choices when it comes time to apply to colleges. Bible classes are an essential part of the curriculum at Santa Fe Christian Schools (SFCS), and they are taught from an orthodox, distinctively Christian viewpoint. It is our objective to encourage students to look at life with an "eternal perspective." 4711038 182901 492836 Other program services include expenses related to technology, facility, and academic and general program administrative expenses (HR, Payroll etc.) 3780440 580555 4487089 The SFCS lower school (K-5) and preschool programs provide a solid foundation for a lifetime of learning. Our educational philosophy is based on the vision of the school: to seek to honor God by preparing Christian Leaders of tomorrow to serve the Lord Jesus Christ. While adhering to state standards, SFCS integrates biblical truth in all subject areas. The acquisition of knowledge and development of skills is for the purpose of better equipping our students to be effective Christian leaders. 3215322 465223 5264560 The middle school exists to facilitate a smooth transition between the dependence of the lower school years and the independence of the upper school years. We call these the "bridge years." The primary goal for each student is to learn how to learn independently. The academic skills that were taught in lower school years are reinforced and built upon in the middle school, and has recently been recognized by the U.S. Department of Education as a National Blue Ribbon School for 2015. The accumulation of knowledge is not worth anything unless one knows how to use it appropriately. Critical Thinking skills continue to be developed in each student. In order for education to be complete it must be based on a standard of Truth. The Bible is the standard upon which the educational program at SFCS is based. A nurturing staff focusing on the emotional, physical, mental, and spiritual development of each child accomplishes the school's mission of developing the Christian leaders of tomorrow. 3215322 465223 5264560 19094213 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 1 0 1 0 0 1 1 0 0 0 1 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 37 0 1 281 1 0 0 0 0 0 1 1 0 0 0 0 X 14 13 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X Marni Blakely 8587558900 838 Academy Drive Solana Beach CA 92075 Tom Bennett part year Head of Schools, CEO, Pres 40.00 X X 399786 0 54581 Jim Adare Interim Head of Schools 40.00 X X 0 0 0 Brandon Black Chairman 1.00 X X 0 0 0 Nichole Goodyear Vice Chairman 1.00 X X 0 0 0 Joan Staflien Secretary 1.00 X X 0 0 0 Ben Olson Treasurer 1.00 X X 0 0 0 John Bosman Board Member 1.00 X 0 0 0 Robin Coykendall Board Member 1.00 X 0 0 0 Chris Dudley Board Member 1.00 X 0 0 0 Patrick Lenihan Board Member 1.00 X 0 0 0 Drew Martin Board Member 1.00 X 0 0 0 Pat Miles Board Member 1.00 X 0 0 0 Kevin Ward Board Member 1.00 X 0 0 0 Stacy Wolter Board Member 1.00 X 0 0 0 Jeff Woodcock Board Member 1.00 X 0 0 0 Scott Travasos CFOO 40.00 X 204104 0 63811 Matt Hannan Upper School Principal 40.00 X 141955 0 63192 Hannah Park Lower School Principal 40.00 X 136727 0 24909 Ari Peterson Development Director 40.00 X 130800 0 35441 Todd DeVeau Middle School Principal 40.00 X 125113 0 59449 Scott Hendrickson Director of IT 40.00 X 111624 0 27667 1250109 0 329050 13 0 1 0 Grant General Contractors Inc PO Box 979 Carlsbad CA 920180979 General Construction Contractor 259923 HMC Architects 3546 Concours Street Ontario CA 91764 Architect for Construction Projects 236834 Kimley Horn and Associates Inc PO Box 79063 City of Industry CA 917169063 Design Engineering Consultant 199362 Venable LLP PO Box 62727 Baltimore MD 212642727 Legal Counsel 151846 Graham Pelton Consulting Inc 39 Beechwood Rd Summit NJ 07901 Capital Campaign Consulting 120592 7 863467 5469084 55819 6332551 Tuition and fees 900099 18596757 18596757 Auxiliary 900099 800733 800733 40400 40400 19437890 228740 228740 27184 0 27184 27184 27184 519246 323000 196246 196246 196246 161349 863467 244333 -82984 -82984 26139627 19437890 0 369186 2384953 2384953 808537 184808 554426 69303 10560664 9567606 618796 374262 295895 270547 19629 5719 1096495 986973 84257 25265 806407 724799 54061 27547 59181 16657 36972 5552 44582 2229 40124 2229 120592 120592 34523 1678 31167 1678 332029 253708 75402 2919 27464 27361 103 435618 213227 158787 63604 354754 328420 23851 2483 321827 293802 26059 1966 533 67 442 24 111826 90390 17227 4209 362864 344721 18143 1356968 1289120 67848 95547 28664 57328 9555 Athletics/class expense 1208749 1036191 6047 166511 Auxiliary 708601 708601 Physical Plant 210050 199548 10502 Bus 121804 121804 19374 18339 1035 21879837 19094213 1902206 883418 7096724 7530854 2365162 92015 40850 2709514 22627 155336 203627 205541 39698529 16047203 21877731 23651326 5708414 8590637 38391 38391 5819 5819 37359345 42979433 1521337 2449210 5621818 5195960 9609909 10254403 16753064 17899573 X 13171060 13298520 2742297 7088416 4692924 4692924 20606281 25079860 37359345 42979433 4259790 213789 0 X X 0 1 X 1 0 X 1467806 1661409 2395512 2017912 6332551 13875190 1467806 1661409 2395512 2017912 6332551 13875190 1862158 12013032 264145 284850 214128 225466 255924 1244513 200913 206452 165207 193779 161349 927700 16047403 88089531 0.74860 0.69020 X Schedule A, Part II, Line 10, Explanation of Other Income: Flexible benefit recap - 2013 Amount: $ 4,606. 2014 Amount: $ 8,592. 2015 Amount: $ 3,679. Fundraising event fees - 2012 Amount: $ 200,913. 2013 Amount: $ 201,846. 2014 Amount: $ 156,615. 2015 Amount: $ 190,100. 2016 Amount: $ 161,349. Schedule A, Part II: The organization is a school as described under 170(b)(1)(A)(ii) and is not required to complete a public support schedule. Schedule A, Part II is completed to verify the School can qualify under public charity status section 170(b)(1)(A)(vi) and qualifies to use the first listed special rule for Schedule B reporting. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5708413 607166 234961 6080618 5907532 5850 30099 235068 5708413 6046848 85684 225000 5907532 5604315 667533 225000 6046848 5278928 51746 473641 200000 5604315 0.77170 0.22830 0 0 5134056 5134056 24938321 10746309 14192012 121951 85663 36288 7024042 5215231 1808811 2480159 2480159 23651326 24212796 213789 -2384953 -2171164 26383960 -244333 -244333 26139627 19739217 244333 244333 19494884 2384953 2384953 21879837 Part V, Line 4: The endowment funds were established to augment salaries and benefits for teachers and scholarships for missions trips. Part XI, Line 2d - Other Adjustments: Student Aid -2,384,953. Part XI, Line 4b - Other Adjustments: Fundraising expense -244,333. Part XII, Line 2d - Other Adjustments: Fundraising expense 244,333. Part XII, Line 4b - Other Adjustments: Student aid 2,384,953. 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's nondiscriminatory policy is available on their website. Additionally, in all the school's advertisements and solicitations to prospective students there are pictures of the student body that reflects the population diversity. Central America and the Carribean 0 0 Program services Volunteer Teaching, Minor medical treatment, English Practice, Relationship Building 111700 East Asia and the Pacific 0 0 Program services Volunteer Teaching, Minor medical treatment, English Practice, Relationship Building 106950 Europe 0 0 Program services Volunteer Teaching, Minor medical treatment, English Practice, Relationship Building 77900 Russia 0 0 Program services Volunteer Teaching, Minor medical treatment, English Practice, Relationship Building 25800 South Asia 0 0 Program services Volunteer Teaching, Minor medical treatment, English Practice, Relationship Building 56200 Sub Saharan Africa 0 0 Program services Volunteer Teaching, Minor medical treatment, English Practice, Relationship Building 87750 0 0 0 0 0 0 466300 0 466300 0 0 0 0 0 0 Part I, line 3: The organization tracked the student mission trip expenditures in accordance with accrual basis of accounting. X X X X X X 1 Graham Pelton Consulting Inc 39 Beechwood Rd Summit NJ 07901 Consulting on Capital Campaign 0 0 120592 -120592 120592 -120592 CA Auction 1024816 863467 161349 103995 12629 21782 16600 89327 1024816 863467 161349 103995 12629 21782 16600 89327 244333 -82984 Part I, Line 2b, column (iv): The professional fundraising services were consulting in nature, no gross receipts were directly generated from the services provided. 1 Student aid 630 2384953 Part I, Line 2: The families apply for aid through an independent 3rd party (Smart Aid). They submit all their tax information and Smart Aid makes a recommendation. As part of their online application, they are able to write a letter which is reviewed by the controller to ensure that there are not extenuating circumstances that would not be reflected in their tax returns. The recommended amount is reduced to 82% of that amount and capped at 50% of tuition. (New grant families in lower school are capped at 40%, and in Middle School at 45%) This is to ensure there are enough funds to go around. The Accounts receivable clerk keeps a spreadsheet and enters the amount in the student's record so that when they sign their financial agreement for next year with the correct tuition amount they will be responsible for reflected. Then when the accounts receivable clerk enters the billing schedules, the grant amount is entered in the billing software. Grants are for tuition only and they just reduce the monthly, semi-annual or annual payment that the parent is making. X X X 0 0 0 0 0 0 0 0 0 Tom Bennett part year Head of Schools, CEO, Pres 381786 0 0 0 18000 0 6454 0 50346 0 456586 0 0 0 Scott Travasos CFOO 204104 0 0 0 0 0 5131 0 59183 0 268418 0 0 0 Matt Hannan Upper School Principal 141955 0 0 0 0 0 4396 0 59299 0 205650 0 0 0 Hannah Park Lower School Principal 136727 0 0 0 0 0 4080 0 21319 0 162126 0 0 0 Ari Peterson Development Director 130800 0 0 0 0 0 0 0 35934 0 166734 0 0 0 Todd DeVeau Middle School Principal 125113 0 0 0 0 0 1292 0 58625 0 185030 0 0 0 53780 Tuition assistance Tuition remission X 6 55819 FMV 0 0 0 0 Part I, Column (b): The contributions reported represents the number of contributions received. Form 990, Part VI, Section A, line 6 A parent whose student currently attends the school is a member. All members have the same rights. Form 990, Part VI, Section A, line 7a Members, the parents, vote on the new board members. Form 990, Part VI, Section A, line 7b The members also vote on any changes to the bylaws that affect the composition of the board of directors. All members have the same voting rights. Form 990, Part VI, Section B, line 11b An independent CPA firm prepared the Form 990. The organization's CFOO reviewed the return in detail. The CFOO then presented the Form 990 to the Board of Directors for final review. Form 990, Part VI, Section B, line 12c Directors, Officers and Committee members annually sign a statement which affirms the individual: A) Received a copy of the policy B) Has read and understood the policy C) Agrees to comply with the policy D) Understands that the policy apples to all committees E) Understands that SFCS is a charitable organization and that to maintain the tax exempt status of the organization, SFCS must continuously engage primarily in activities that accomplish one or more of its tax-exempt purposes. All "interested persons" must disclose to the board or committee of which they are a member all financial interests and board memberships and all material facts relating to any organization entering into a transactions or arrangement with SFCS which may result in a conflict of interest. The policy addresses specific procedures for dealing with "disclosed" conflicts of interest. The policy is reviewed annually at each board meeting and board members are asked specifically to disclose any potential conflicts of interest. The CFO, Head of School and Board Secretary reviews any disclosures for conflicts of interest. Should any potential conflicts of interest be disclosed, the board member or officer would be asked to refrain from participation in any deliberation or decision with regard to matters affected by the relationship. Form 990, Part VI, Section B, line 15 Compensation for the Head of School and CFOO is determined annually by an independent board compensation committee using comparable studies and then presenting their recommendation to the Board of Directors for approval. This process is documented in the minutes. Form 990, Part VI, Section C, line 19 The organization makes its governing documents, conflict of interest policy, and financial statements available upon request.