2017-05-12T12:36:10-05:00 2016-06-30 410746749 CLIFTONLARSONALLEN LLP 301 N LAKE AVE SUITE 900 PASADENA CA 91101 990 2015-07-01 954064778 CRESTVIEW PREPARATORY SCHOOL CRES 8189520925 140 FOOTHILL BLVD LA CANADA FLINTRIDGE CA 91011 BAUDELIA C TAYLOR HEAD OF SCHOOL 8189520925 2017-05-11 1 ALAN HARRISON P00157337 6267933600 2017-05-11 2015 2021-01-29 14:40:06Z BAUDELIA C TAYLOR 140 FOOTHILL BLVD LA CANADA FLINTRIDGE CA 91011 3951363 0 X WWW.CRESTVIEWPREP.ORG X 1986 CA A COEDUCATIONAL DAY SCHOOL PROVIDING EDUCATION FOR STUDENTS FROM K-6 GRADES. 8 8 53 120 0 0 267454 336433 3561606 3540818 1210 -160 -47529 -27637 3782741 3849454 208060 247862 0 0 2444050 2498980 0 0 200482 1050922 1097017 3703032 3843859 79709 5595 2735585 2590853 498395 348068 2237190 2242785 X CRESTVIEW TRADITION BLENDS ACADEMIC EXCELLENCE WITH A HEALTHY RESPECT FOR CHILDHOOD, INSPIRING STUDENTS TO DISCOVER THEIR UNIQUE TALENTS AND DEVELOP THE INTELLECTUAL SKILLS AND CHARACTER TO EMBRACE CHALLENGES WITH COURAGE AND CONFIDENCE. THE SCHOOL MAINTAINS A LEARNING ENVIRONMENT THAT ENSURES TEACHERS WILL KNOW AND UNDERSTAND THE UNIQUE QUALITITES OF EACH CHILD IN ORDER TO PROVIDE APPROPRIATELY CHALLENGING INSTRUCTION AND EXPERIENCES TO CULTIVATE THEIR STUDENTS' TALENTS, DEVELOP THEIR INTELLECTUAL SKILLS, AND ENCOURAGE CURIOSITY AND DISCOVERY. THE SCHOOL BUILDS ON A CULTURE OF INCLUSION AND INVOLVEMENT TO ACTIVELY ENGAGE CURRENT PARENTS, ALUMNI AND OTHER FRIENDS OF THE SCHOOL. 0 0 3045563 247862 3540818 THE SCHOOL PROVIDED AN ENHANCED ACADEMIC PROGRAM TO 178 STUDENTS IN KINDERGARTEN THROUGH 6TH GRADE. A TOTAL OF 27 STUDENTS GRADUATED TO MATRICULATE AT A VARIETY OF CHALLENGING COLLEGE PREPARATORY SCHOOLS IN THE GREATER PASADENA AND LOS ANGELES AREAS. 3045563 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 9 0 1 53 1 0 0 0 0 0 1 1 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X CYNTHIA RIGNEY 8189520925 140 FOOTHILL BLVD LA CANADA FLINTRIDGE CA 91011 PARK JULIE BOARD CHAIR 1.00 X X 0 0 0 HALLEY DOUG CFO 1.00 X X 0 0 0 HANSEN BLAIR SECRETARY 1.00 X X 0 0 0 MCCONNELL JEFF TRUSTEE 1.00 X 0 0 0 MCPHERSON DOUG TRUSTEE 1.00 X 0 0 0 NEUFER STEVE TRUSTEE 1.00 X 0 0 0 FILIPPATOS JAMES TRUSTEE 1.00 X 0 0 0 RIFF LINDA TRUSTEE 1.00 X 0 0 0 RIGNEY CYNTHIA DIRECTOR FINANCE/OPERATIONS 40.00 X 114031 0 17690 TAYLOR BAUDELIA HEAD OF SCHOOL, PRESIDENT 40.00 X 161200 0 10944 275231 0 28634 2 0 1 0 0 112576 223857 336433 TUITION AND FEES 611600 3364621 3364621 AUXILIARY ACTIVITIES 611710 153849 153849 SUMMER SCHOOL 611710 22348 22348 3540818 1800 1800 1960 -1960 -1960 -1960 72312 112576 99949 -27637 -27637 3849454 3540818 0 -27797 247862 247862 308466 52406 221122 34938 1763907 1597817 72482 93608 96532 88380 3111 5041 166452 141502 14078 10872 163623 131727 21775 10121 228 228 17900 17900 12737 12737 97595 24092 61499 12004 33026 23118 9908 561733 449386 101112 11235 48010 9602 33607 4801 103034 82427 18546 2061 53938 43150 9709 1079 INSTRUCTIONAL EXPENSES 138783 138783 DEVELOPMENT EXPENSES 30033 15311 14722 3843859 3045563 597814 200482 1106285 974427 1066486 1068286 500 3351 15271 25590 11668 5431 1813605 1299837 535375 513768 2735585 2590853 164896 70043 333499 278025 498395 348068 X 2076677 2082208 244 308 160269 160269 2237190 2242785 2735585 2590853 5595 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 160513 64 160577 160448 65 160513 160416 32 160448 170646 145 10375 160416 167219 2400 1027 170646 0.99810 0.00190 0 0 1098768 713442 385326 714837 586395 128442 513768 X 3603552 -247862 -247862 3851414 -1960 -1960 3849454 3597957 1960 1960 3595997 247862 247862 3843859 PART V, LINE 4: THE SCHOOL'S ENDOWMENT PRINCIPALLY CONSISTS OF A SINGLE DONOR-RESTRICTED FUND ESTABLISHED FOR TECHNOLOGY. PART X, LINE 2: THE SCHOOL HAS RECEIVED FAVORABLE DETERMINATION LETTERS FROM THE INTERNAL REVENUE SERVICE AND THE STATE OF CALIFORNIA INDICATING IT IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER THE INTERNAL REVENUE CODE AND CALIFORNIA REVENUE TAXATION CODE. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES PROVIDE ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ORGANIZATION IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES ALL OF THE POSITIONS TAKEN BY THE SCHOOL ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. THE RETURNS ARE SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES GENERALLY THREE AND FOUR YEARS, RESPECTIVELY, AFTER THEY ARE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID -247,862. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF ASSETS -1,960. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID NETTED WITH TUITION 247,862. 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 PUBLICIZES ITS RACIALLY NONDISCRIMINATORY POLICY IN ALL ITS BROCHURES, OTHER WRITTEN COMMUNICATION, ITS WEBSITE, AND THE NEWSPAPER (THE LOS ANGELES TIMES). GALA 108693 36381 72312 33967 26125 2500 5732 WALK-A-THON 20496 20496 1200 937 1405 3 45324 45324 11543 10186 174513 102201 72312 33967 1200 38605 2500 17323 93595 -21283 1 FINANCIAL ASSISTANCE 20 247862 FMV FINANCIAL AID PART I, LINE 2: FINANCIAL AID IS GRANTED TO STUDENTS BASED ON FINANCIAL NEEDS AS DETERMINED BY THE FINANCIAL ASSISTANCE COMMITTEE AND ON A RACIALLY NON-DISCRIMINATORY BASIS. X X X X 0 0 0 0 0 0 0 0 0 TAYLOR BAUDELIA HEAD OF SCHOOL, PRESIDENT 161200 0 0 0 0 0 9744 0 1200 0 172144 0 0 0 PART I, LINE 3 DASL COMPARATIVE DATABASE OF THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS (NAIS) IS USED FOR THE PURPOSE OF DETERMINING THE SALARY LEVELS OF THE SCHOOL'S KEY EMPLOYEES. THE HEAD OF SCHOOL'S COMPENSATION IS ESTABLISHED BY THE INDEPENDENT MEMBERS OF THE BOARD OF TRUSTEES. BOARD MEMBERS REVIEW NAIS COMPARATIVE DATA AND COMPARATIVE LOCAL INFORMATION PROVIDED ON OTHER ORGANZATIONS FORM 990S IN DETERMINING HER MULTI YEAR CONTRACT AMOUNTS. THIS PROCESS LAST OCCURED IN 2014 AT THE CURRENT CONTRACTS INCEPTION. FORM 990, PART VI, SECTION A, LINE 1 FINANCE COMMITTEE - THIS COMMITTEE SHALL CONSIST OF THREE CURRENT TRUSTEES AND UP TO TWO OTHER MEMBERS (EITHER TRUSTEES OR OUTSIDE PARTIES), WHO SHALL ESTABLISH AND EVALUATE THE CORPORATION'S SCHOOL BUDGET, FINANCIAL PROJECTIONS, FUNDRAISING PROJECTS, AND ALL OTHER MATTERS RELATING TO THE MANAGEMENT AND DEVELOPMENT OF THE SCHOOL'S FINANCES, IN CONJUNCTION WITH THE HEAD OF THE SCHOOL AND THE SCHOOL FINANCIAL ADMINISTRATOR. COMMITTEE SHALL HAVE THE POWER TO PRESCRIBE THE MANNER IN WHICH ITS PROCEEDINGS SHALL BE CONDUCTED. THE COMMITTEE MAKES RECOMMENDATIONS THAT ARE SUBJECT TO THE APPROVAL OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11 THE DIRECTOR OF FINANCE AND OPERATIONS REVIEWS THE 990 RETURN AND DISTRIBUTES A COPY TO EACH BOARD MEMBER FOR COMMENT AND APPROVAL PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF TRUSTEES AFFIRMS THAT THE TRUSTEES, OFFICERS, ADMINISTRATORS, FACULTY AND OTHER EMPLOYEES OF THE SCHOOL HAVE AN OBLIGATION TO EXERCISE THEIR AUTHORITY AND TO CARRY OUT THE DUTIES OF THEIR RESPECTIVE POSITIONS FOR THE SOLE BENEFIT OF THE SCHOOL. THEY SHOULD AVOID PLACING THEMSELVES IN POSITIONS IN WHICH THEIR PERSONAL INTERESTS ARE, OR MAY BE, IN CONFLICT WITH THE INTERESTS OF THE SCHOOL. WHERE A POTENTIAL CONFLICT OF INTEREST EXISTS, IT SHALL BE THE RESPONSIBILITY OF THE PERSON INVOLVED, OR ANY OTHER PERSON WITH KNOWLEDGE, TO NOTIFY THE BOARD OF TRUSTEES OF THE CIRCUMSTANCES RESULTING IN THE POTENTIAL CONFLICT SO THAT THE BOARD OF TRUSTEES CAN PROVIDE SUCH GUIDANCE AND TAKE SUCH ACTION AS IT SHALL DEEM APPROPRIATE. EACH BOARD MEMBER SUBMITS A WRITTEN CONFLICT OF INTEREST DISCLOSURE FORM ON AN ANNUAL BASIS. THE FORMS ARE REVIEWED BY THE BUSINESS OFFICE ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 STATS-ON-LINE COMPARATIVE DATABASE OF THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS (NAIS) IS USED FOR THE PURPOSE OF DETERMINING THE SALARY LEVELS OF THE SCHOOL'S KEY EMPLOYEES. THE HEAD OF SCHOOL'S COMPENSATION IS ESTABLISHED BY THE INDEPENDENT MEMBERS OF THE BOARD OF TRUSTEES. BOARD MEMBERS REVIEW NAIS COMPARATIVE DATA AND COMPARATIVE LOCAL INFORMATION PROVIDED ON OTHER ORGANZATIONS FORM 990S IN DETERMINING HER MULTI YEAR CONTRACT AMOUNTS. THIS PROCESS LAST OCCURED IN 2014 AT THE BEGINNING OF THE HEAD OF SCHOOL'S CURRENT CONTRACT'S INCEPTION. THE MOST RECENT REVIEW AND APPROVAL FOR THE SALARIES OF THE DIRECTOR OF FINANCE AND OPERATIONS TOOK PLACE IN 2015. FORM 990, PART VI, SECTION C, LINE 18 THE SCHOOL'S FORMS 1023 AND 990 ARE AVAILABLE UPON REQUEST. THE FORM 990 IS ALSO AVAILABLE ON THE PUBLIC WEBSITE WWW.GUIDESTAR.ORG. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.