2016-05-13T16:06:04-05:00 2015-06-30 410746749 CLIFTONLARSONALLEN LLP 301 N LAKE AVE SUITE 900 PASADENA CA 91101 990 2014-07-01 954064778 CRESTVIEW PREPARATORY SCHOOL CRES 8189520925 140 FOOTHILL BLVD LA CANADA FLINTRIDGE CA 91011 BAUDELIA TAYLOR HEAD OF SCHOOL 8189520925 2016-05-13 1 ALAN HARRISON P00157337 6267933600 2016-05-13 2014 2016-08-17 19:52:53Z BAUDELIA TAYLOR 140 FOOTHILL BLVD LA CANADA FLINTRIDGE CA 91011 3830270 0 X WWW.CRESTVIEWPREP.ORG X 1986 CA A COEDUCATIONAL DAY SCHOOL PROVIDING EDUCATION FOR STUDENTS FROM K-6 GRADES. 10 9 62 120 0 0 301445 267454 3700242 3561606 6573 1210 -25292 -47529 3982968 3782741 230300 208060 0 0 2913206 2444050 0 0 175593 1111363 1050922 4254869 3703032 -271901 79709 2628979 2735585 471498 498395 2157481 2237190 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 QUALITIES 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 2840190 208060 3561606 THE SCHOOL PROVIDED AN ENHANCED ACADEMIC PROGRAM TO 190 STUDENTS IN KINDERGARTEN THROUGH 6TH GRADE. A TOTAL OF 28 STUDENTS GRADUATED TO MATRICULATE AT A VARIETY OF CHALLENGING COLLEGE PREPARATORY SCHOOLS IN THE GREATER PASADENA AND LOS ANGELES AREAS. 2840190 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 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 15 0 62 1 0 0 0 0 0 1 1 0 0 0 0 X 10 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X CYNTHIA RIGNEY 8189520925 140 FOOTHILL BLVD LA CANADA CA 91011 LAU ALBERT BOARD CHAIR 1.00 X X 0 0 0 WU KELLY CFO 1.00 X X 0 0 0 PARK JULIE SECRETARY 1.00 X X 0 0 0 COOPER SARAH TRUSTEE 1.00 X 0 0 0 HANSEN BLAIR TRUSTEE 1.00 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 SCHLOESSMANN JENNIFER TRUSTEE 1.00 X 0 0 0 VAUGHN WENDELL TRUSTEE 1.00 X 0 0 0 TAYLOR BAUDELIA HEAD OF SCHOOL, PRESIDENT 40.00 X 80000 0 4700 RIGNEY CYNTHIA DIRECTOR OF FINANCE AND OPERATIONS 40.00 X 112318 0 14951 192318 0 19651 1 0 0 0 0 109626 157828 267454 TUITION AND FEES 611600 3312245 3312245 AUXILIARY ACTIVITIES 611710 187961 187961 SUMMER SCHOOL 611710 61400 61400 3561606 1210 1210 0 109626 47529 -47529 -47529 3782741 3561606 0 -46319 208060 208060 300511 50850 215761 33900 1767102 1486961 192808 87333 88974 76293 8428 4253 128127 102843 17289 7995 159336 119740 30287 9309 9242 9242 24007 24007 80012 28436 42315 9261 31057 21740 9317 517395 413916 93131 10348 19643 3929 13750 1964 116414 93131 20955 2328 55329 44263 9959 1107 INSTRUCTIONAL EXPENSES 174215 174215 SCHOOL EVENTS 14094 14094 DEVELOPMENT EXPENSES 7795 7795 BAD DEBT EXPENSE 1719 1719 3703032 2840190 687249 175593 1506191 1106285 465506 1066486 1500 500 14833 15271 34703 11668 2332712 1797337 592015 535375 14231 0 2628979 2735585 183324 164896 273943 333499 14231 0 471498 498395 X 1997033 2076677 179 244 160269 160269 2157481 2237190 2628979 2735585 79709 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 160448 65 160513 160416 32 160448 170646 145 10375 160416 167219 2400 1027 170646 165903 1316 167219 0.00000 1.00000 0.00000 0 0 1081535 670095 411440 1251177 1127242 123935 535375 X 3574681 0 3574681 208060 208060 3782741 3494972 0 3494972 208060 208060 3703032 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 4B - OTHER ADJUSTMENTS: FINANCIAL AID NETTED WITH TUITION 208,060. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID NETTED WITH TUITION 208,060. 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). WALK-A-THON 21706 21706 960 3618 PARTY BOOK 19300 19300 300 2 68620 68620 42651 109626 109626 960 46569 47529 -47529 1 FINANCIAL AID 23 0 208060 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. BOARD TRUSTEE MEMBER OF BOARD OF TRUSTEES 16000 TUITION ASSISTANCE TUITION ASSISTANCE FORM 990, PART VI, SECTION B, LINE 11 THE DIRECTOR OF FINANCE AND OPERATIONS REVIEWS THE FORM 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. DOCUMENTATION WOULD BE DETERMINED BASED ON THE PARTICULAR SITUATION, GIVING CONSIDERATION TO ANY PRIVACY ISSUES. 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 15A 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 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 ORGANIZATIONS FORM 990S IN DETERMINING HER MULTI YEAR CONTRACT AMOUNTS. THIS PROCESS LAST OCCURRED IN 2014 AT THE CURRENT CONTRACTS INCEPTION. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.