2017-07-06T11:32:15-05:00 2016-08-31 946214841 Armanino LLP 50 W San Fernando St Ste 500 San Jose CA 95113 990 2015-09-01 770451623 A Gifted Education Inc AGIF 4089970424 6835 Trinidad Drive San Jose CA 95120 STEVE GUERRETTAZ CFO 4089970424 2017-06-22 1 Lawrence S Kuechler P00233621 4082006400 2017-06-23 2015 2021-01-29 14:40:06Z Almaden Country School Steve Guerrettaz 6835 Trinidad Drive San Jose CA 95120 12283103 0 X www.almadencountryschool.org X 1982 CA To provide a gifted education for every child, pre-school through junior high. 17 17 93 216 0 0 399565 456530 6219368 6486743 75499 -69671 113188 56754 6807620 6930356 0 0 0 0 4605362 5116954 0 0 225021 2168637 1968647 6773999 7085601 33621 -155245 7206131 7163295 5423725 5261058 1782406 1902237 The mission of Almaden Country School is to discover the gifts in every child by providing a safe and affirming environment for learning, empowering children to strive, explore and build a sense of personal value. 0 0 4930861 6489480 The school offers a traditional liberal arts and sciences education that includes rigorous academics, continuity of curriculum, broad enrichment programs, and focus on the individual. 349 students enrolled in FY 15-16. 4930861 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 25 0 93 1 0 0 0 0 0 1 1 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 1 1 0 0 CA X Steve Guerrettaz CFO 4089970424 6835 Trinidad Drive San Jose CA 95120 Richard B Ravel Board Chair 2.00 X X 0 0 0 Sandy McMaster Board Vice Chair 1.00 X X 0 0 0 Jay Walstrum Secretary 2.00 X X 0 0 0 Brad Baron Trustee 1.00 X 0 0 0 Theresa Remaker trustee 1.00 X 0 0 0 Jean Delwiche trustee 1.00 X 0 0 0 Harold Schapelhouman trustee 1.00 X 0 0 0 Karen Greene trustee 1.00 X 0 0 0 Gene Cook trustee 1.00 X 0 0 0 Dave Matsumoto trustee 1.00 X 0 0 0 Arvind Srinivasan PhD trustee 1.00 X 0 0 0 Steve White trustee 1.00 X 0 0 0 Jeff Fisher trustee 1.00 X 0 0 0 Jennifer Miller trustee 1.00 X 0 0 0 Rouviere de Waal PhD trustee 1.00 X 0 0 0 Leann Cherkasky-Makhni trustee 1.00 X 0 0 0 Zachary Roberts EdD trustee 1.00 X 0 0 0 Ole Jorgenson Head of School 50.00 X 282313 0 10600 Steve Guerrettaz CFO 45.00 X 183701 0 7419 Gary DeMoss Assistant Head 40.00 X 108933 0 4860 Jennifer Glasser Director of Development 40.00 X 130163 0 6258 Cecilia Robb Assistant Head 40.00 X 111942 0 4523 817052 0 33660 5 0 1 0 0 108918 347612 456530 Tuition & related fees 611110 6142484 6142484 extended care & summer 611110 153202 153202 field trips 611110 91251 91251 After school & sports 611110 69330 69330 Other 611110 30476 30476 6486743 89298 89298 8370 0 8370 8370 8370 5128169 5284493 2645 -156324 -2645 -158969 -158969 111256 108918 65609 45647 45647 Misc income 611110 2737 2737 2737 6930356 6489480 0 -15654 482943 38800 390691 53452 3851413 2999250 749288 102875 150695 116514 30106 4075 330459 232429 86212 11818 301444 212021 78642 10781 8262 8262 21860 21860 28933 28933 74002 69983 4019 47859 47859 78117 7667 70450 81661 30574 51087 901262 669182 225036 7044 26840 2453 24387 36853 35010 1474 369 277937 264040 11118 2779 32159 32159 School programs 271955 252783 19172 Other expense 28460 28460 development 20166 20166 Hiring expenses 14680 155 14525 17641 14273 3368 7085601 4930861 1929719 225021 1493965 1716366 683696 764711 6699 45027 92772 2750476 1707579 1238350 1042897 3616016 3351449 167405 150073 7206131 7163295 329952 294718 2945348 2814449 419687 292309 2148425 1439895 5423725 5261058 X 1734531 1847361 12875 19876 35000 35000 1782406 1902237 7206131 7163295 -155245 275076 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 43469 191 43660 0.80160 0.19840 0 0 1508789 833922 674867 1108978 768127 340851 132709 105530 27179 1042897 Fixed income 965029 F Mutual funds 1161162 F exchange traded products 1225258 F 3351449 deferred rent 1367972 Annuities Payable 71923 1439895 X 7206000 275076 568 275644 6930356 0 6930356 7086169 568 568 7085601 0 7085601 Part X, Line 2: The School evaluated its current tax positions and has concluded that as of August 31, 2016, the School does not have any significant uncertain tax positions for which a reserve would be necessary. Part XI, Line 2d - Other Adjustments: Fund Run expense 568. Part XII, Line 2d - Other Adjustments: fund run expense 568. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 Schedule E, Part I, Line 3 Advertising in local magazines and newspapers, as well as a school brochure, include its nondiscriminatory policy Statement. Auction 168587 108918 59669 59669 Fund run 41599 41599 568 2 9988 9988 5372 220174 108918 111256 65609 65609 45647 X X 0 0 0 0 0 0 0 0 0 Ole Jorgenson Head of School 273000 0 0 0 9313 0 10600 0 0 0 292913 0 0 0 Steve Guerrettaz CFO 178021 0 0 0 5680 0 7419 0 0 0 191120 0 0 0 Richard and Nan Hunter Founders of the organization To finance the sale of the Morgan Hill Country School in 2003 X 608575 419687 0 1 1 419687 Form 990, Part VI, Section B, line 11 The 990 is prepared by an independent CPA and reviewed by the CFO and controller prior to filing. Form 990, Part VI, Section B, line 15a The Head of School has an independent employment contract which sets the salary expectation. The executive Committee will review the base salary and may adjust it upward as appropriate based on annual evaluations. The executive committee has agreed that the base salary for any year of the term shall not be less than the median for heads of schoos in the most recent Norcal ISBOA survey. Form 990, Part VI, Section C, line 19 Organization documents are available through FOIA sources.