2018-05-14T20:11:37-05:00 2017-06-30 953001179 WINDES INC PO BOX 87 LONG BEACH CA 908010087 990 2016-07-01 953735164 ROLLING HILLS PREPARATORY SCHOOL ROLL 3107911101 ONE ROLLING HILLS PREP WAY SAN PEDRO CA 90732 PETER MCCORMACK HEAD OF SCHOOL 3107911101 2018-05-14 1 DONITA M JOSEPH P00286656 5624351191 2018-05-14 2016 2022-09-23 18:48:47Z PETER MCCORMACK ONE ROLLING HILLS PREP WAY SAN PEDRO CA 90732 12183011 0 X WWW.ROLLINGHILLSPREP.ORG X 1981 CA INDEPENDENT EDUCATIONAL INSTITUTE FOR 270 STUDENTS GRADE 5-12. 15 15 114 18 0 0 1214097 2348629 8881618 9516464 302 477 150243 203263 10246260 12068833 1880902 2313139 0 0 5814952 6563958 0 10632 123649 2453200 2480560 10149054 11368289 97206 700544 57470260 58507251 12397581 12732203 45072679 45775048 X A FORWARD-LOOKING, ACADEMICALLY RIGOROUS COLLEGE-PREP SCHOOL WITH A SOUL, ROLLING HILLS PREPARATORY SCHOOL (RHP) WORKS IN PARTNERSHIP WITH PARENTS TO PREPARE STUDENTS FOR LIFELONG SUCCESS IN A GLOBAL 21ST CENTURY USING PROVEN TEACHING TECHNIQUES IN A STIMULATING AND SUPPORTIVE ACADEMIC ENVIRONMENT. AS PART OF RHP'S ONGOING SELF-EVALUATION AND IMPROVEMENT, A GROUP OF TEACHERS, TRUSTEES AND PARENTS HAS APPROVED THE LEARNING EXPECTATIONS FOR STUDENTS, BASED ON THE FOUR PILLARS. EVERY YEAR EACH FACULTY MEMBER FOCUSES ON AT LEAST ONE OF THE FOUR PILLARS, INCORPORATING ITS PHILOSOPHY INTO THAT YEAR'S TEACHING AND EVALUATION. THESE PRINCIPLES ARE NOT JUST ON PAPER, THEY INSPIRE THE HIGH QUALITY TEACHING THAT IS A HALLMARK OF RHP. 0 0 9003074 2313139 8228211 OPERATION OF A CHILDREN'S PREPARATORY SCHOOL FOR 270 STUDENTS, GRADE5-12. THE SCHOOL WORKS WITH FAMILIES AND STUDENTS TO OFFER A RANGE OF ACADEMIC, ART AND ATHLETIC COURSES TO HELP PREPARE COLLEGE-BOUND STUDENTS FOR LIFELONG SUCCESS IN A GLOBAL 21ST CENTURY USING PROVEN TEACHING TECHNIQUES IN A STIMULATING AND SUPPORTIVE ACADEMIC ENVIRONMENT. STUDENTS ARE CHALLENGED BY DEMANDING ACADEMIC COURSES AND SUPPORTED WITHIN A CLOSE KNIT COMMUNITY. BY EMPLOYING A STUDENT/TEACHER RATIO OF LESS THAN 15/1, THE SCHOOL IS ABLE TO ADDRESS THE INDIVIDUAL NEEDS OF EACH STUDENT TO HELP MAXIMIZE HIS OR HER POTENTIAL. 190574 920057 AUXILIARY PROGRAMS INCLUDE SPORTS, OUTDOOR EDUCATION, AFTER SCHOOL PROGRAMS AND OTHER ACADEMIC SUPPORT. THESE EXTRACURRICULAR ACTIVITIES ARE AVAILABLE TO ALL STUDENTS, AND STUDENTS ARE ENCOURAGED TO PARTICIPATE IN THE ACTIVITIES OFFERED BY THE SCHOOL, WHICH INCLUDE, BUT ARE NOT LIMITED TO, PLAYS, MUSICALS AND OTHER ARTISTIC PERFORMANCES; WILDERNESS EDUCATION; FIELD TRIPS; AND TEAM SPORTS/PHYSICAL EDUCATION. 410409 364958 OTHER AUXILIARY PROGRAMS: SPORTS, PERFORMING ARTS, P.E., TRANSPORTATION, FIELD TRIPS. 9604057 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 40 0 1 114 1 0 0 0 0 0 1 1 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X NATALIE MORALES 3107911101 ONE ROLLING HILLS PREP WAY SAN PEDRO CA 90732 STUART FARBER BOARD PRESIDENT 2.00 X 0 0 0 REBECCA DAVIS VICE BOARD PRESIDENT 2.00 X 0 0 0 WILLIAM JOHNSON BOARD TREASURER 2.00 X 0 0 0 CAROL EDWARDS SECRETARY 2.00 X 0 0 0 MICHAEL ALTIERI TRUSTEE 2.00 X 0 0 0 ARTHUR BERG TRUSTEE 2.00 X 0 0 0 CHLOE BOUTELLE TRUSTEE 2.00 X 0 0 0 CARRIE CONCHA TRUSTEE 2.00 X 0 0 0 ROSE CONTRERAS TRUSTEE 2.00 X 0 0 0 MARI-JO DEUTSCHMAN TRUSTEE 2.00 X 0 0 0 THERESA GARTLAND TRUSTEE 2.00 X 0 0 0 DAVID KITCHEN TRUSTEE 2.00 X 0 0 0 BARBARA HOROWITZ TRUSTEE 2.00 X 0 0 0 SANDY LEE TRUSTEE 2.00 X 0 0 0 RUBEN LITTLE TRUSTEE 2.00 X 0 0 0 MICHAEL MANN TRUSTEE 2.00 X 0 0 0 ED MYERS TRUSTEE 2.00 X 0 0 0 MITCHELL OZAWA TRUSTEE 2.00 X 0 0 0 MALINI DAS SANYAL TRUSTEE 2.00 X 0 0 0 ANDREW SLOVES TRUSTEE 2.00 X 0 0 0 PETER MCCORMACK HEAD OF SCHOOL 40.00 X 263950 0 28348 MARIA SHER CONTROLLER 40.00 X 96690 0 21088 DAVID MAHER DIRECTOR OF UPPER SCHOOL 40.00 X 152250 0 16303 HEIDI MORRIS DIRECTOR OF MIDDLE SCHOOL 40.00 X 158212 0 16816 PATRICIA RESSLER DIRECTOR - ACE PROGRAM 40.00 X 145088 0 18389 RYAN TILLSON DIRECTOR OF ADMISSION 40.00 X 140882 0 18823 JUSTIN COLEMAN FORMER DIR. OF DEVELOPMENT 40.00 X 138974 0 16878 1096046 0 136645 7 0 1 0 FIRST STUDENT INC 22157 NETWORK PLACE CHICAGO IL 60673 TRANSPORTATION 157173 1 33515 2315114 1285920 2348629 TUITION 611600 7699911 7699911 AUXILIARY PROGRAMS 611600 920057 920057 STUDENT FEE REVENUE 611600 528300 528300 TRANSPORTATION FEES 611600 169577 169577 TUITION INSURANCE PROCEEDS 611600 92446 92446 106173 106173 9516464 477 477 49517 52755 -3238 -3238 -3238 161329 33515 61423 99906 99906 MISCELLANEOUS 900099 58926 58926 LATE FEES 900099 47669 47669 106595 12068833 9513226 0 206978 2313139 2313139 411631 329305 82326 5078712 4062970 1015742 204084 163267 40817 451066 360853 90213 418465 334772 83693 17339 8992 8347 3395 3395 33000 33000 10632 10632 28528 22908 5620 73460 58768 14692 252015 218775 33240 75664 60759 14905 294546 277841 16705 53091 43218 9873 27167 21734 5433 306515 245212 61303 494674 395739 98935 63757 51773 11984 STUDENT ACTIVITIES 420770 410410 10360 AUXILIARY PROGRAMS 190574 190574 FUNDRAISING 113017 113017 BAD DEBT - TUITION 33048 33048 11368289 9604057 1640583 123649 374958 2214658 2351883 375547 536600 214600 1868929 2378261 211130 131430 57836648 4688694 52080092 53147954 46668 44801 57470260 58507251 307104 286931 5618419 5838815 6416327 6544965 55731 61492 12397581 12732203 X 30322317 31193796 14685233 14516123 65129 65129 45072679 45775048 57470260 58507251 700544 1825 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 115893 206 116099 115629 264 115893 115232 397 115629 115984 169 100 821 115232 115800 184 115984 0.00000 0.56000 0.44000 0 0 40752500 40752500 5473113 1426578 4046535 1187210 929931 257279 10423825 2332185 8091640 53147954 OTHER LIABILITIES 41003 FACILITY DEPOSITS 15000 SECURITY DEPOSITS PAYABLE 5489 61492 X 12184836 1825 114178 116003 12068833 0 12068833 11482467 114178 114178 11368289 0 11368289 PART V, LINE 4: SMALL ENDOWMENTS ARE MAINTAINED TO SUPPORT PROFESSIONAL DEVELOPMENT AND ACADEMIC AWARDS FOR ENGLISH AND HISTORY. PART X, LINE 2: THE SCHOOL RECOGNIZES THE FINANCIAL STATEMENT BENEFIT OF TAX POSITIONS, SUCH AS ITS FILING STATUS OF TAXEXEMPT, ONLY AFTER DETERMINING THAT THE RELEVANT TAX AUTHORITY WOULD MORE LIKELY THAN NOT SUSTAIN THE POSITION FOLLOWING AN AUDIT. THE SCHOOL IS SUBJECT TO POTENTIAL INCOME TAX AUDITS ON OPEN TAX YEARS BY ANY TAXING JURISDICTION IN WHICH IT OPERATES. THE STATUTE OF LIMITATIONS FOR FEDERAL AND CALIFORNIA STATE PURPOSES IS GENERALLY THREE AND FOUR YEARS, RESPECTIVELY. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENTS EXPENSE 61,423. RENTAL EXPENSE 52,755. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENTS EXPENSE 61,423. RENTAL EXPENSE 52,755. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 POLICY IS PUBLISHED IN REGIONAL NEWSPAPER AND ON THE SCHOOL'S WEBSITE. IT IS PART OF THE ADMISSION COMMUNICATION MATERIAL INCLUDING, BUT NOT LIMITED TO, BROCHURES THAT ARE PROVIDED TO STUDENTS AND PARENTS. EAST ASIA AND THE PACIFIC 0 0 FUNDRAISING 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GALA & AUCTION 161329 161329 30109 5478 25836 GOLF TOURNAMENT 33515 33515 194844 33515 161329 30109 5478 25836 61423 99906 1 FINANCIAL AID 125 2313139 PART I, LINE 2: FAMILIES SUBMIT APPLICATIONS WITH FINANCIAL INFORMATION TO STUDENT SUPPORT SERVICES (SSS) FOR EVALUATION. BASED ON THE RESULTS GATHERED FROM SSS, SCHOOL FINANCIAL AID COMMITTEE DETERMINES THE AMOUNT OF AID TO BE AWARDED TO THE FAMILY. AWARDS ARE BASED MOSTLY OFF OF FINANCIAL NEED, BUT ALSO ACADEMIC MERIT. THE SCHOOL USES THE FINANCIAL AID TO OFFSET TUITION EXPENSES FOR ITS STUDENTS. AMOUNTS AWARDED TO STUDENTS AUTOMATICALLY OFFSET THEIR TUITION EXPENSES AND REDUCE THE AMOUNT BILLED TO THE STUDENT. X X X 0 0 0 0 0 0 0 0 0 PETER MCCORMACK HEAD OF SCHOOL 263950 0 0 0 0 0 0 0 28348 0 292298 0 0 0 DAVID MAHER DIRECTOR OF UPPER SCHOOL 152250 0 0 0 0 0 0 0 16303 0 168553 0 0 0 HEIDI MORRIS DIRECTOR OF MIDDLE SCHOOL 158212 0 0 0 0 0 0 0 16816 0 175028 0 0 0 PATRICIA RESSLER DIRECTOR - ACE PROGRAM 83245 0 0 0 61843 0 0 0 18389 0 163477 0 0 0 RYAN TILLSON DIRECTOR OF ADMISSION 111582 0 29300 0 0 0 0 0 18823 0 159705 0 0 0 JUSTIN COLEMAN FORMER DIR. OF DEVELOPMENT 138974 0 0 0 0 0 0 0 16878 0 155852 0 0 0 X 7 2320 FMV X 125 FMV X FMV X 2 1222500 X 2 675 FMV X VACATION PACKAGES 12 28000 FMV X ENTERTAINMENT/ADVENTURE 64 22800 FMV X SPORT TICKETS 3 9500 FMV 0 1 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS DETAILS THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETED FORM 990 WILL BE PROVIDED TO THE FINANCE COMMITTEE SUFFICIENTLY IN ADVANCE OF THE FILING DEADLINE TO ENABLE A DETAILED AND CONSCIENTIOUS REVIEW BY ALL MEMBERS OF THE COMMITTEE. THE TAX PREPARERS WILL ELECTRONICALLY DELIVER THE TAX RETURN TO THE COMMITTEE AND ANY CONCERNS OF THE FINANCE COMMITTEE WILL BE ADDRESSED AND CHANGES WILL BE MADE ACCORDINGLY. AFTER ALL CHANGES AND ISSUES ARE ADDRESSED, THE FINAL FORM 990 WILL BE PROVIDED TO ALL BOARD MEMBERS BEFORE THE OFFICER SIGNS AND FILES THE RETURN WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH TRUSTEE, OFFICER, AND MEMBER OF A COMMITTEE WITH POWERS DELEGATED BY THE GOVERNING BOARD, AS WELL AS MEMBERS OF ADMINISTRATION SHALL ANNUALLY SIGN A STATEMENT THAT AFFIRMS SUCH PERSON HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, HAS AGREED TO COMPLY WITH THE POLICY, AND UNDERSTANDS THE SCHOOL IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION, IT MUST ENGAGE PRIMARILY IN ACTIVITIES THAT ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. IF THE POLICY IS VIOLATED APPROPRIATE ACTION WILL BE TAKEN, INCLUDING REMOVAL FROM THE BOARD OF DIRECTORS, IF NECESSARY. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS DETERMINED BY THE FINANCE COMMITTEE. OFFICER AND KEY EMPLOYEE COMPENSATION IS DETERMINED THROUGH EMPLOYEE CONTRACTS, COMPENSATION SURVEYS, AND APPROVAL BY THE BOARD. THE BOARD CHAIR WORKS CLOSELY WITH THE HEAD OF THE SCHOOL TO SET AND ADJUST GOALS FOR EACH CONTRACT PERIOD. THE TWO MEET MONTHLY TO DISCUSS PROGRESS AND KEEP THE CHAIR UP TO DATE ON ITEMS OF IMPORTANCE THAT ARE HAPPENING AT THE SCHOOL. TOWARDS THE END OF EACH CONTRACT PERIOD, THE CHAIR AND HEAD OF SCHOOL EVALUATE PROGRESS MORE FORMALLY AND SET GOALS FOR THE UPCOMING CONTRACT. THE CHAIR REPORTS TO THE FINANCE COMMITTEE WHO REPORTS TO THE FULL BOARD PRIOR TO THE HEAD OF THE SCHOOL'S CONTRACT RENEWAL. CURRENTLY, THIS IS A THREE-YEAR CONTRACT CYCLE. THE HEAD OF THE SCHOOL'S COMPENSATION IS SET INDEPENDENTLY BY THE FINANCE COMMITTEE BASED ON PERFORMANCE RESULTS AND BY USING NAIS AND CAIS COMPENSATION STATISTICS. THE FINANCE COMMITTEE RECOMMENDS THE COMPENSATION PACKAGE TO THE BOARD WHO HAS THE ULTIMATE APPROVAL. THE APPROVAL IS MADE INDEPENDENTLY. THIS PROCESS TAKES PLACE EVERY THREE YEARS. THE LAST DATE WAS JUNE 2014. COMPENSATION FOR THE TOP FINANCIAL EMPLOYEE AND ANY KEY EMPLOYEES IS DETERMINED ANNUALLY. THE HEAD OF THE SCHOOL WORKS CLOSELY WITH THE CONTROLLER TO SET GOALS FOR EACH YEAR AND REVIEWS THE PROGRESS ON THOSE GOALS BEFORE THE END OF EACH CONTRACT YEAR. SHORTLY BEFORE THE NEW CONTRACT IS OFFERED, THE HEAD OF THE SCHOOL DOES A FORMAL REVIEW OF THE PROGRESS AND PERFORMANCE FROM THE PREVIOUS CONTRACT YEAR AND SETS GOALS FOR THE UPCOMING YEAR. THE ANNUAL COMPENSATION ADJUSTMENT IS SET AT A FIXED PERCENTAGE BY THE HEAD OF THE SCHOOL. ANNUAL SALARY RATE ADJUSTMENT ACROSS THE ORGANIZATION IS RECOMMENDED BY THE HEAD OF THE SCHOOL AND APPROVED INDEPENDENTLY BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990, THE FORM 1023, AND THE DETERMINATION LETTER ARE AVAILABLE UPON WRITTEN OR VERBAL REQUEST TO ANYONE WHO INQUIRES TO THE ORGANIZATION. GOVERNING DOCUMENTS ARE ALSO AVAILABLE AT THE ORGANIZATION'S OFFICE.