2017-05-02T16:34:16-07:00 2016-06-30 990 2015-07-01 941247265 CRYSTAL SPRINGS UPLANDS SCHOOL CRYS 6503424175 400 Uplands Drive Hillsborough CA 940106999 Diane Isola CFO 6503424175 2017-05-02 2015 2017-02-10 21:41:12Z Amy Richards 400 Uplands Drive Hillsborough CA 94010 22820808 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 3858836 6780599 14325365 14707906 3870152 598166 -88010 -128293 21966343 21958378 2047170 2205470 0 0 10305437 10719167 0 0 1126981 5791314 5919450 18143921 18844087 3822422 3114291 79328314 82836918 14935498 15841217 64392816 66995701 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 14785862 0 0 Operation of an educational facility for approximately 350 student grades 6-12. 0 0 0 14785862 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 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 98 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 0 0 0 Shashi Deb Trustee 0 0 X 0 0 0 Chris Dillon Trustee 0 0 X 0 0 0 Steve Dow Trustee 0 0 X 0 0 0 Annette Goodwine Trustee 0 0 X 0 0 0 Jill Grossman Secretary 0 0 X 0 0 0 Tim Guleri Trustee 0 0 X 0 0 0 Zach Hulsey President 0 0 X 0 0 0 Jennifer Johnson Trustee 0 0 X 0 0 0 Peter Lim 2nd Vice President 0 0 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 Lilli Rey Trustee 0 0 X 0 0 0 Angela Rohde Parent Association President 0 0 X 0 0 0 Mike Ross Treasurer 0 0 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 331641 0 182215 Diane Isola CFO 40 0 X 188374 0 30601 Christy Dillon Assistant Head of School 40 0 X 145492 0 26365 Peter Antupit Director of Technology 40 0 X 142082 0 18576 Andrea Ghorai Director of Development 40 0 X 140075 0 25165 Elizabeth Berman Director of Advancement 40 0 X 138304 0 18315 Patti Syvertson Director of Physical Education 40 0 X 136696 0 24643 1222664 0 325880 25 0 1 0 Boora Achitects 720 SW Washington Suite 800 Portland OR 97205 architectural services 770930 Epicurean Group 111 Main Street Suite 3 Los Altos CA 94022 food service 688590 Turner Construction Company 300 Frank H Ogawa Plaza Ste 510 Oakland CA 94612 construction services 313301 RB Construction 893 Boggs Terrace Fremont CA 94539 hazardous materials abatement 185625 CYO Transportation Services 699 Serramonte Blvd Daly City CA 94015 transportation services 151867 9 0 0 571418 0 0 6209181 0 6780599 Tuition and fees 611600 14549324 14549324 0 0 Summer program fees 611600 141446 141446 0 0 Other program fees 611600 17136 17136 0 0 0 0 0 14707906 593616 0 0 593616 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 698102 0 693552 0 4550 0 4550 0 0 4550 40585 571418 168878 -128293 0 -128293 0 21958378 14707906 0 469873 0 0 2205470 2205470 0 0 0 0 638031 0 638031 0 0 0 0 0 7926961 6142001 1190592 594368 606020 500335 63421 42264 953821 694829 200298 58694 594334 435051 117316 41967 0 0 0 0 21041 0 21041 0 31001 0 31001 0 0 0 0 0 0 0 28679 0 28679 0 292546 227075 21469 44002 350 0 350 0 837330 649288 51434 136608 89813 60974 22690 6149 0 0 0 0 519391 340315 173874 5202 353631 312026 33708 7897 0 0 0 0 99733 67709 25197 6827 0 0 0 0 0 0 0 0 1205886 1145592 60294 0 108661 73846 27393 7422 Food & hospitality 859548 746306 24656 88586 Repairs, maint & svc contracts 596929 502919 59605 34405 Student activity 401212 401212 0 0 Miscellanous 473699 280914 140195 52590 18844087 14785862 2931244 1126981 415 415 17768304 16658105 3153150 5535107 219085 483575 0 0 0 0 7924 4073 42347 45938 618400 930649 52208320 16053668 33896177 36154652 0 0 23622512 23024404 0 0 0 79328314 82836918 1947821 2597476 0 0 7987677 8243741 0 0 0 0 0 0 5000000 5000000 0 0 0 0 14935498 15841217 X 23675561 22947000 26865205 30187835 13852050 13860866 64392816 66995701 79328314 82836918 3114291 -511406 0 0 0 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 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 19603512 723026 21227 0 960692 116656 19270417 0.33 0.67 0 0 0 0 11909008 11909008 0 19831241 7907278 11923963 0 9144538 4915253 4229285 0 1722963 1463877 259086 0 9600570 1767260 7833310 36154652 0 0 Other Equities 14839758 F Mutual funds 8184646 F 23024404 0 0 X 15742083 0 0 0 -2205470 -2205470 17947553 28679 3982146 4010825 21958378 16609938 0 0 0 0 0 16609938 28679 2205470 2234149 18844087 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 $3,977,596 and realized gain $4,550 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 536883 510183 26700 0 24637 43078 50751 8662 21959 Golf Tournament 75121 61236 13885 0 0 10985 8181 0 625 0 612004 571419 40585 0 24637 54063 58932 8662 22584 168878 -128293 1 Financial aid in the amounts ranging from $3,580 - $40,800 75 0 2195830 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 318240 0 12480 0 921 0 76600 0 105615 0 513856 0 0 0 Diane Isola CFO 183374 0 5000 0 0 0 19786 0 10815 0 218975 0 0 0 Christy Dillon Assistant Head of School 145492 0 0 0 0 0 15550 0 10815 0 171857 0 0 0 Andrea Ghorai Director of Development 140075 0 0 0 0 0 14350 0 10815 0 165240 0 0 0 Patti Syvertson Director of Physical Education 136250 0 0 0 446 0 13828 0 10815 0 161339 0 0 0 Peter Antupit Director of Technology 142082 0 0 0 0 0 7761 0 10815 0 160658 0 0 0 Elizabeth Berman Director of Advancement 138304 0 0 0 0 0 7500 0 10815 0 156619 0 0 0 Schedule J, Part I, Line 1a House, along with house cleaning services, is provided for the Head of School's personal use. Schedule J, Part I, Line 4 Amy Richards $50,000 X 10 583747 selling price 0 0 1 0 Form 990, Part VI, Section B, Line 11b A copy of the completed 990 is given to the Head of School and Board President for review prior to filing. 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, officer, 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 compensation annually. 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. Form 8868 approved by IRS to extend filing until May 15