2016-05-11T17:21:12-05:00 2015-06-30 410746749 CLIFTONLARSONALLEN LLP 301 N LAKE AVE SUITE 900 PASADENA CA 91101 990 2014-07-01 953551091 WESTSIDE NEIGHBORHOOD SCHOOL WEST 3105748650 5401 BEETHOVEN ST LOS ANGELES CA 90066 DAVID RUSSELL BOARD CHAIRMAN 3105748650 2016-05-09 1 ALAN HARRISON P00157337 6267933600 2016-05-09 2014 2016-08-17 19:52:53Z DAVID RUSSELL 5401 BEETHOVEN ST LOS ANGELES CA 90066 13880631 0 X WWW.WNSK8.COM X 1980 CA AN INDEPENDENT DAY SCHOOL PROVIDING EDUCATION FOR STUDENTS FROM K-8 GRADES. 16 16 143 283 0 0 1230208 1602936 11035120 11988315 52463 60034 100781 88146 12418572 13739431 1144920 1300495 0 0 7357204 7748337 0 0 654080 4421053 4144109 12923177 13192941 -504605 546490 9374529 10094805 8575769 8790097 798760 1304708 X TO CREATE A COMMUNITY OF LIFELONG LEARNERS THAT NURTURES STUDENTS FROM DIVERSE BACKGROUNDS TO REACH THEIR FULL POTENTIAL AND INSPIRE THEM TO CONTRIBUTE TO THE WORLD WITH CONFIDENCE, CREATIVITY, CURIOSITY, CONSCIENCE AND COMPASSION. 0 0 9531650 1300495 11988315 WESTSIDE NEIGHBORHOOD SCHOOL (THE SCHOOL) IS ACCREDITED BY THE CALIFORNIA ASSOCIATION OF INDEPENDENT SCHOOLS AND THE WESTERN ASSOCIATION OF SCHOOLS AND COLLEGES. THE SCHOOL OPERATES A PRIVATE ELEMENTARY AND MIDDLE SCHOOL, WHICH OFFERS A WELL-ROUNDED ACADEMIC CURRICULUM, INCLUDING LANGUAGE ARTS, MATHEMATICS, SCIENCE, SOCIAL STUDIES, PHYSICAL EDUCATION, ART, MUSIC, TECHNOLOGY AND FOREIGN LANGUAGE. THE SCHOOL'S TOTAL ENROLLMENT IN FISCAL YEAR 2014-15 WAS 461.THE SCHOOL EMBRACES A POSITIVE, CHILD-CENTERED APPROACH TO EDUCATION THAT STRIVES TO FULLY DEVELOP THE POTENTIAL OF EACH STUDENT, INTELLECTUALLY, SOCIALLY, EMOTIONALLY, AND PHYSICALLY. OUR HIGH ACADEMIC AND ETHICAL STANDARDS ENCOURAGE STUDENTS TO TAKE RESPONSIBILITY FOR THEIR LEARNING AND THEIR BEHAVIOR. OUR CURRICULUM IS DESIGNED TO ENGAGE STUDENTS IN A HIGHLY DIFFERENTIATED, PROJECT-BASED, ACTIVE LEARNING CURRICULUM THAT CHALLENGES ALL STUDENTS TO GROW. WE PROVIDE AN ENVIRONMENT WHERE EACH CHILD IS ABLE TO EXPERIENCE SUCCESS, IS CONFIDENT IN TAKING INTELLECTUAL RISKS, WHERE INDIVIDUALS FEEL VALUED IN THEIR DIFFERENCES AND VALUE THE DIFFERENCES IN OTHERS.OUR GOAL IS TO INSTILL IN OUR STUDENTS A LOVE OF LEARNING AND AN UNDERSTANDING OF OUR WORLD, AND TO PROVIDE FOR OUR TEACHERS AND STAFF AN ENVIRONMENT OF COLLEGIALITY AND PROFESSIONAL GROWTH. THE SCHOOL RECOGNIZES THAT CHILDREN HAVE DIFFERENT LEARNING STYLES AND LEARN AT DIFFERENT RATES. OUR PROGRAM IS BUILT FROM THE BEST PRACTICES DERIVED FROM THE PROGRESSIVE, DEVELOPMENTAL AND TRADITIONAL EDUCATIONAL PHILOSOPHIES, AND EMPLOYS A VARIETY OF EXPERIENTIAL AGE-APPROPRIATE ACTIVITIES DESIGNED TO ACCOMMODATE STUDENTS' NEEDS, INVITE THEIR CREATIVITY AND CHALLENGE THEIR GROWTH. WE STRIVE TO BE A COMMUNITY OF LIFELONG LEARNERS, WHERE ACADEMIC EXCELLENCE, CREATIVITY, SENSE OF HUMOR, INDEPENDENCE, SELF-DISCIPLINE AND HIGH MORAL STANDARDS ARE VALUED. 9531650 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 64 0 143 1 0 0 0 0 0 1 1 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 CA X JOON LEE 3105748650 5401 BEETHOVEN ST LOS ANGELES CA 90066 GERI BAUR VICE CHAIR 1.00 X X 0 0 0 DAVID RUSSELL BOARD CHAIR 1.00 X X 0 0 0 DORIKA BECKETT TREASURER 1.00 X X 0 0 0 TRISHA BURDICK SECRETARY 1.00 X X 0 0 0 JENN LETSCHER BOARD MEMBER 1.00 X 0 0 0 PETE NYQUIST BOARD MEMBER 1.00 X 0 0 0 JILL SHINDERMAN BOARD MEMBER 1.00 X 0 0 0 ELIZABETH BRINK BOARD MEMBER 1.00 X 0 0 0 FRANK CLEMENTI BOARD MEMBER 1.00 X 0 0 0 GLENN SCOTT BOARD MEMBER 1.00 X 0 0 0 MYCHELLE DESCHAMPS BOARD MEMBER 1.00 X 0 0 0 DIANE FECHO BOARD MEMBER 1.00 X 0 0 0 LES FROST BOARD MEMBER 1.00 X 0 0 0 STEFANIE GLASSBERG BOARD MEMBER 1.00 X 0 0 0 JEFF GONZALEZ BOARD MEMBER 1.00 X 0 0 0 ELIZABETH ZAMORA BOARD MEMBER 1.00 X 0 0 0 BRADLEY ZACUTO HEAD OF SCHOOL 40.00 X 332607 0 26647 JOON LEE DIRECTOR OF FINANCE 40.00 X 62938 0 8272 CATHY GEMGNANI DIRECTOR OF ADVANCEMENT 40.00 X 160847 0 18780 JENNIFER BUONAFEDE DIRECTOR OF TECHNOLOGY 40.00 X 104629 0 11871 STACEY KOFF ASSISTANT HOS 40.00 X 106974 0 7203 HEIDI REIMANN ASSISTANT HOS 40.00 X 105379 0 11227 873374 0 84000 5 0 1 0 0 313672 1289264 1602936 TUITION 611710 11347500 11347500 DAYCARE REVENUE 611710 417094 417094 SUMMER SCHOOL 611710 174234 174234 OTHER INCOME 611710 49487 49487 11988315 60034 60034 30620 0 30620 30620 30620 198726 313672 141200 57526 57526 13739431 11988315 0 148180 1300495 1300495 504773 181111 287440 36222 5884200 3928068 1566341 389791 295169 191860 82647 20662 595516 412229 146630 36657 468679 304641 131230 32808 29381 23505 5876 12966 12966 45665 45665 54400 54400 126611 68646 57965 162659 30454 104433 27772 83396 16374 67022 2107063 1728529 343780 34754 126589 97554 29035 404489 336667 61712 6110 55068 45834 8402 832 CURRICULUM EXPENSES 471969 471969 AFTER SCHOOL AND SUMMER 231629 231629 BOOKS AND CLASSROOM EXP 107723 107723 FUNDRAISING EXPENSES 10507 10507 113994 54362 59632 13192941 9531650 3007211 654080 2820998 3691105 502689 271721 63452 295078 28718 28940 165472 158411 7044660 3083378 4188030 3961282 1171466 1229097 433704 459171 9374529 10094805 170925 218559 5740160 6032157 2664684 2539381 8575769 8790097 X -696294 -496455 480004 786013 1015050 1015150 798760 1304708 9374529 10094805 546490 -40542 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1294524 100 19480 70000 1244104 1224597 119927 50000 1294524 1191688 230 82679 50000 1224597 1246309 435 14944 70000 1191688 1119993 355 175961 50000 1246309 0.00000 0.81600 0.18400 0 0 5283095 1653999 3629096 1693735 1429379 264356 67830 67830 3961282 DEFERRED RENT LIABILITY 2539381 2539381 X 12398394 -40542 -1300495 -1341037 13739431 0 13739431 11892446 0 11892446 1300495 1300495 13192941 PART V, LINE 4: THE SCHOOL'S DONOR-RESTRICTED ENDOWMENT FUNDS ARE TO BE USED FOR SCHOLARSHIPS AND FINANCIAL AID. PART X, LINE 2: 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 AWARDED TO ELIGIBLE STUDENTS -1,300,495. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID AWARDED TO ELIGIBLE STUDENTS 1,300,495. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 OUR NONDISCRIMINATORY POLICY IS INCLUDED IN OUR WEBSITE AND OUR PRINT MEDIA ADVERTISEMENTS DIRECT PEOPLE TO OUR WEBSITE. THE SCHOOL PUBLICIZES ITS RACIALLY NONDISCRIMINATORY POLICY THROUGH A LOCAL NEWSPAPER ON AN ANNUAL BASIS. CASINO/GALA 354574 313672 40902 40273 39828 GOLF EVENT 44031 44031 6452 11942 3 113793 113793 42705 512398 313672 198726 46725 94475 141200 57526 1 FINANCIAL AID AWARDED TO ELIGIBLE STUDENTS 101 1300495 FMV FINANCIAL AID TO STUDENTS PART I, LINE 2: FINANCIAL AID IS AWARDED BY THE SCHOOL IN ACCORDANCE WITH THE FOLLOWING PROCEDURE: APPLICANTS COMPLETE AN ONLINE APPLICATION WITH A THIRD-PARTY PROCESSOR, FINANCIAL AID FOR SCHOOL TUITION (FAST). FAST IS SPONSORED BY INDEPENDENT SCHOOL MANAGEMENT (ISM). PARENTS ALSO SUBMIT COPIES OF TAX RETURNS AS BACK-UP DOCUMENTATION. FAST'S SOFTWARE ANALYZES THE FINANCIAL DATA AND MAKES A DETERMINATION OF EACH FAMILY'S ELIGIBILITY FOR ASSISTANCE AND A SUGGESTED AMOUNT. THESE RECOMMENDATIONS ARE CONSIDERED BY THE ADMINISTRATIVE REVIEW COMMITTEE. FINAL DECISIONS ARE MADE BY THE HEAD OF SCHOOL IN A NON-DISCRIMINATORY MANNER. X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 BRADLEY ZACUTO HEAD OF SCHOOL 332607 0 0 0 0 0 14775 0 11872 0 359254 0 0 0 CATHY GEMGNANI DIRECTOR OF ADVANCEMENT 160847 0 0 0 0 0 9660 0 9120 0 179627 0 0 0 PART I, LINE 1A THE SCHOOL REIMBURSES THE HEAD OF SCHOOL FOR MEMBERSHIP TO AN APPROVED FITNESS PROGRAM WHICH IS LIMITED TO A MAXIMUM OF $4,500 PER YEAR, WHICH IS TAXABLE TO THE HEAD. ANDREA SCOTT SPOUSE OF TRUSTEE 62000 EMPLOYMENT. ANDREA SCOTT IS A FACULTY MEMBER AND SPOUSE OF RICHARD GLENN SCOTT, A BOARD TRUSTEE. 0 FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 WITHOUT SCHEDULE B IS PROVIDED TO ALL BOARD MEMBERS FOR REVIEW PRIOR TO FILING. THE FORM 990 IS PREPARED BY THE SCHOOL'S OUTSIDE PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. THE RETURN IS REVIEWED BY MANAGEMENT AND ANY CHANGES ARE INCORPORATED INTO THE FILING. THE FORM IS THEN REVIEWED AND APPROVED BY THE CHAIR OF THE BOARD OF TRUSTEES BEFORE THE FORM 990, EXCLUDING SCHEDULE B, IS PROVIDED TO THE BOARD OF TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR, EVERY BOARD MEMBER, OFFICER AND KEY EMPLOYEE IS REQUIRED TO COMPLETE AND SIGN A CONFLICT OF INTEREST STATEMENT. A BOARD COMMITTEE CIRCULATES THE CONFLICT OF INTEREST STATEMENTS. ONCE COLLECTED, THE SIGNED FORMS ARE MAINTAINED IN THE BUSINESS OFFICE. SUCH FORM DESCRIBES TYPES OF CONFLICTS OF INTEREST AND REQUIRES DISCLOSURE OF ANY SUCH CONFLICTS. ALL FORMS ARE SHARED WITH THE BOARD'S EXECUTIVE COMMITTEE CHAIR, BOARD CHAIR, HEAD OF SCHOOL, AND THE DIRECTOR OF ADVANCEMENT. CONFLICTS, IF ANY, ARE DISCLOSED ON THE FORM 990. EVERY WESTSIDE NEIGHBORHOOD SCHOOL BOARD MEMBER SHALL BE REQUIRED ANNUALLY TO PROVIDE FULL WRITTEN DISCLOSURE OF ANY FINANCIAL INTERESTS OR RELATIONSHIPS THAT MAY IN ANY WAY PRESENT A CONFLICT BETWEEN HIS/HER BUSINESS OR PROFESSIONAL ROLES AND HIS/HER ROLE AS A BOARD MEMBER. ANY TRUSTEE, OFFICER, EMPLOYEE WHO HAS AN INTEREST IN OR IS DIRECTLY OR INDIRECTLY A PARTY TO, A CONTRACT OR TRANSACTION PRESENTED TO THE BOARD OF DIRECTORS (OR ONE OF ITS COMMITTEES) FOR AUTHORIZATION, APPROVAL OR RATIFICATION, SHALL MAKE A PROMPT, FULL AND FRANK DISCLOSURE OF HIS OR HER INTEREST TO THE PRESIDENT OF THE BOARD OF DIRECTORS, OR IN THE PRESIDENT'S ABSENCE, TO THE VICE-PRESIDENT OF THE BOARD OF DIRECTORS, PRIOR TO THE BOARD'S (OR SCHOOL'S) ACTING ON SUCH CONTRACT OR TRANSACTION. SUCH DISCLOSURE SHALL INCLUDE ALL RELEVANT AND MATERIAL FACTS KNOWN TO SUCH PERSON ABOUT THE CONTRACT OR TRANSACTION AND THE PERSON'S INTEREST OR RELATIONSHIP TO THE CONTRACT OR TRANSACTION. 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 POTENTIAL CONFLICT, SO THAT THE BOARD OF TRUSTEES CAN PROVIDE SUCH GUIDANCE AND TAKE SUCH ACTION AS IT SHALL DEEM APPROPRIATE. ANY TRUSTEE WHO HAS A POTENTIAL CONFLICT OF INTEREST MAY, AND AT THE REQUEST OF THE PRESIDENT, WILL EXCUSE HIMSELF OR HERSELF FROM ANY PARTICIPATION IN THE BOARD'S DECISION ON THAT MATTER, OTHER THAN TO PRESENT FACTUAL INFORMATION OR TO RESPOND TO THE BOARD'S QUESTIONS, BEFORE ABSENTING HIM OR HERSELF FROM ALL DISCUSSION AND VOTING. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF TRUSTEES DETERMINES THE COMPENSATION OF THE HEAD OF SCHOOL. DETERMINATIONS ARE MADE BY COMPARISONS WITH DATA OBTAINED FROM THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS AND CALIFORNIA ASSOCIATION OF INDEPENDENT SCHOOLS (CAIS). IN ADDITION, OUTSIDE CONSULTANTS ARE USED ON OCCASION. THE HEAD OF SCHOOL HAS A WRITTEN CONTRACT. OTHER OFFICERS AND KEY EMPLOYEES ARE REVIEWED BY THE HEAD OF SCHOOL AND COMPARED WITH OTHER LOCAL CAIS SCHOOLS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. PT XII LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.