2018-05-11T13:09:54-07:00 2017-06-30 990 2016-07-01 941247265 CRYSTAL SPRINGS UPLANDS SCHOOL CRYS 6503424175 400 Uplands Drive Hillsborough CA 940106946 Diane Isola CFO 6503424175 2018-05-11 2016 2022-09-23 18:48:47Z Amy Richards 400 Uplands Drive Hillsborough CA 94010 24409792 0 X www.csus.org X 1952 CA Operation of an educational facility for approximately 350 students grades 6 through 12. 25 24 208 50 0 0 6780599 6609329 14707906 15437642 598166 726655 -128293 -152977 21958378 22620649 2205470 2515595 0 0 10719167 11196239 0 0 1157318 5919450 5925486 18844087 19637320 3114291 2983329 82836918 116893199 15841217 44863421 66995701 72029778 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 15437827 0 0 Operation of an educational facility for approximately 350 student grades 6-12. 0 0 0 15437827 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 99 0 1 208 1 0 0 0 0 1 1 1 1 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 0 0 X 0 0 0 Chris Alden Trustee 0 0 X 0 0 0 George Bischof Trustee 0 0 X 0 0 0 Wendy Buckley Trustee 0 0 X 0 0 0 Norman Chen Trustee 0 0 X 0 0 0 Julia Davidson 1st Vice President 0 0 X X 0 0 0 Shashi Deb Trustee 0 0 X 0 0 0 Chris Dillon Trustee 0 0 X 0 0 0 Annette Goodwine Trustee 0 0 X 0 0 0 Jill Grossman Secretary 0 0 X X 0 0 0 Tim Guleri Trustee 0 0 X 0 0 0 Gerry Horkan Trustee 0 0 X 0 0 0 Zach Hulsey President 0 0 X X 0 0 0 Jennifer Johnson Trustee 0 0 X 0 0 0 Jeff Lee Trustee 0 0 X 0 0 0 Peter Lim 2nd Vice President 0 0 X X 0 0 0 Becky Logan Alumni Association President 0 0 X 0 0 0 Libby O'Leary Trustee 0 0 X 0 0 0 Bob Peck Trustee 0 0 X 0 0 0 Angela Rohde Parent Association President 0 0 X 0 0 0 Mike Ross Treasurer 0 0 X X 0 0 0 Komal Shah Trustee 0 0 X 0 0 0 Mark Silver Trustee 0 0 X 0 0 0 Kristi Cotton Spence Lifetime Trustee 0 0 X 0 0 0 Josh Stein Trustee 0 0 X 0 0 0 Anna Waring Trustee 0 0 X 0 0 0 Millie Wenzell Lifetime Trustee 0 0 X 0 0 0 Amy Richards Head of School 40 0 X 351469 0 192315 Diane Isola CFO 40 0 X 190387 0 31195 Christy Dillon Assistant Head of School 40 0 X 154614 0 26832 Elizabeth Berman Director of Advancement 40 0 X 152854 0 26971 Peter Antupit Director of Technology 40 0 X 146878 0 18809 Patti Syvertson Director of Physical Education 40 0 X 151645 0 25266 Andrea Ghorai Director of Development 40 0 X 145625 0 25596 1293472 0 346984 29 0 1 0 Turner Construction Company 300 Frank H Ogawa Plaza Ste 510 Oakland CA 94612 construction services 773090 Epicurean Group 111 Main Street Suite 3 Los Altos CA 94022 food service 657848 Boora Achitects 720 SW Washington Suite 800 Portland OR 97205 architectural services 560200 Creative Services Solutions 4847 Hopyard Rd Ste 4127 Pleasanton CA 94588 audio/video services 287094 CYO Transportation Services 699 Serramonte Blvd Daly City CA 94015 transportation services 178172 11 0 0 671549 0 0 5937780 0 6609329 Tuition and fees 611110 15250097 15250097 0 0 Summer program fees 611110 149145 149145 0 0 Other program fees 611110 38400 38400 0 0 15437642 601162 601162 0 0 0 0 0 0 0 0 0 0 0 0 1715688 0 1590195 0 125493 0 125493 0 0 125493 37653 671549 198948 -161295 0 -161295 Gryphon gear 611110 8318 8318 0 0 0 0 0 0 8318 22620649 16047122 0 -35802 0 0 2515595 2515595 0 0 0 0 670566 0 670566 0 0 0 0 0 8233913 6295769 1323089 615055 609252 498997 60175 50080 1063751 756077 231794 75880 618757 448154 128793 41810 0 0 0 0 14530 0 14530 0 32550 0 32550 0 0 0 0 0 0 0 30221 0 30221 0 336007 225214 21748 89045 9230 0 6580 2650 825510 691053 57460 76997 140602 96274 35221 9107 0 0 0 0 535082 360919 168792 5371 383662 349040 28502 6120 0 0 0 0 87877 60183 22004 5690 0 0 0 0 0 0 0 0 1229371 1167902 61469 0 109424 74999 27351 7074 Food and hospitality 819550 689909 36456 93185 Repairs, maintenance, service contracts 623206 550964 44274 27968 Student activity 400612 400612 0 0 Licenses, taxes, fees 152925 104775 12562 35588 195127 151391 28038 15698 19637320 15437827 3042175 1157318 415 355 16658105 18100590 5535107 4064848 483575 421422 0 0 0 0 4073 0 45938 45205 930649 1196563 85161529 16759488 36154652 68402041 0 0 23024404 24662175 0 0 0 0 0 0 82836918 116893199 2597476 13791837 0 0 8243741 11008036 5000000 20063548 0 0 0 0 0 0 0 0 0 0 15841217 44863421 X 22947000 23121243 30187835 35035113 13860866 13873422 66995701 72029778 82836918 116893199 2983329 2050748 0 0 0 0 X 0 1 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 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 19270417 335017 2004370 0 975230 124949 20509625 0.33 0.67 0 0 0 0 11909008 11909008 0 19831241 8372861 11458380 0 9437155 5437315 3999840 0 1789019 1562444 226575 0 42195106 1386868 40808238 68402041 0 0 Other equities 16002208 F Mutual funds 8659967 F 24662175 0 0 X 16023400 0 0 0 -2515595 -2515595 18538995 30221 4051433 4081654 22620649 17091504 0 0 0 0 0 17091504 30221 2515595 2545816 19637320 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 FASB Accounting Standards Codification 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 $3,925,940 and realized gain $125,493 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 618199 594999 23200 0 5396 54261 58624 8725 42593 Golf Tournament 91003 76550 14453 0 0 18952 10190 0 207 0 709202 671549 37653 0 5396 73213 68814 8725 42800 198948 -161295 1 Financial aid in amounts ranging from $7,430 - $42,430 79 0 2515595 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 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 balances and do not represent cash payments. X X 1 1 X X X X X 0 1 0 0 0 0 0 0 0 Amy Richards Head of School 330970 0 12979 0 7520 0 86700 0 105615 0 543784 0 0 0 Diane Isola CFO 190387 0 0 0 0 0 20380 0 10815 0 221582 0 0 0 Christy Dillon Assistant Head of School 154614 0 0 0 0 0 16017 0 10815 0 181446 0 0 0 Elizabeth Berman Director of Advancement 152854 0 0 0 0 0 16156 0 10815 0 179825 0 0 0 Patti Syvertson Director of Physical Education 146645 0 5000 0 0 0 14450 0 10815 0 176910 0 0 0 Peter Antupit Director of Technology 146878 0 0 0 0 0 7994 0 10815 0 165687 0 0 0 Andrea Ghorai Director of Development 145625 0 0 0 0 0 14781 0 10815 0 171221 0 0 0 Schedule J, Part I, Line 1a House and house cleaning services are provided for the Head of School. Schedule J, Part I, Line 4 Amy Richards $60,000 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 25542348 0 6457652 0 0 0 1 A 0 0 0 0 0 0 0 1 A 0 1 0 0 0 0 0 0 1 A 1 Schedule K, Part I, Column f-07/01/2016 32,000,000 California Municipal Finance Authority Proceeds of the financing were used to: (1) finance or refinance the costs of acquiring, improving, renovating, remodeling, furnishing, and equipping various portions of the educational campuses of the borrower located in Belmont, CA and Hillsborough, CA, (2) pay certain costs of issuing the debt, and (3) pay capitalized interest. X 33 3322608 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, office, 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 request in writing to the CFO.