2015-05-06T13:25:21-07:00 2014-06-30 990 2013-07-01 941247265 CRYSTAL SPRINGS UPLANDS SCHOOL CRYS 6503424175 400 Uplands Drive Hillsborough CA 940106999 Diane Isola CFO 6503424175 2015-05-06 2013 2016-03-07 17:11:31Z Amy Richards 400 Uplands Drive Hillsborough CA 94010 21794301 0 X www.csus.org X 1952 CA Operation of an education facility for approximately 350 students grades 6 through 12. 25 24 204 50 0 0 3131492 3342863 13645487 13971861 1320446 1587547 -105205 -115770 17992220 18786501 2152050 2052784 0 0 9688308 10098060 0 0 1032798 5203836 5479607 17044194 17630451 948026 1156050 69711759 78415438 8848340 14559158 60863419 63856280 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 13959009 0 0 Operation of an educational facility for approximately 350 student grades 6-12. 0 0 0 13959009 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 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 81 0 1 204 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 X Diane Isola 6503424175 400 Uplands Drive Hillsborough CA 940106999 Susan Meyer Alcala Alumni Board President 0 0 X 0 0 0 George Bischof Trustee 0 0 X 0 0 0 Wendy Buckley Vice President 0 0 X X 0 0 0 Julia Davidson Trustee 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 Jill Grossman Trustee 0 0 X 0 0 0 Tim Guleri Trustee 0 0 X 0 0 0 Zach Hulsey 1st VP and Treasurer 0 0 X X 0 0 0 Jennifer Johnson Trustee 0 0 X 0 0 0 Lauri Kober Parents Association President 0 0 X 0 0 0 Bao Lamsam Trustee 0 0 X 0 0 0 Peter Lim Trustee 0 0 X 0 0 0 Sherry Madding Secretary 0 0 X X 0 0 0 Libby O'Leary Trustee 0 0 X 0 0 0 Lilli Rey Trustee 0 0 X 0 0 0 Mike Ross Trustee 0 0 X 0 0 0 Mark Silver Trustee 0 0 X 0 0 0 Kristi Cotton Spence Trustee 0 0 X 0 0 0 Tony Stayner President 0 0 X X 0 0 0 Anna Waring Trustee 0 0 X 0 0 0 Millie Wenzell Trustee 0 0 X 0 0 0 Amy Richards Head of School 40 0 X 285536 0 112986 Diane Isola CFO 40 0 X 171825 0 26882 Andrea Ghorai Director of Development 40 0 X 134697 0 22159 Patti Syvertson Director of Physical Education 40 0 X 128640 0 21533 Christy Dillon Assistant Head of School 40 0 X 135303 0 22081 Kelly Sortino Head of Upper School 40 0 X 131236 0 14866 Peter Antupit Director of Technology 40 0 X 131435 0 15710 1118672 0 236217 24 0 1 0 Epicurean Group 111 Main Street Suite 3 Los Altos CA 94022 food service 678058 McKenna Long & Aldridge 1111 Broadway Suite 2100 Oakland CA 94607 legal services 219343 CYO Transportation 699 Serramonte Blvd Daly City CA 94015 transportation services 142469 Weir and Associates 975 Industrial Rd Ste D San Carlos CA 94070 caterer 121497 Prometour 339 Rue St-Paul Est Montreal Quebec CA H2Y 1H3 travel service 109420 6 0 0 487284 0 0 2855579 0 3342863 Tuition and fees 611600 13796552 13796552 0 0 Summer program fees 611600 153775 153775 0 0 Other program fees 611600 21534 21534 0 0 0 0 0 0 13971861 474795 0 0 474795 0 0 0 0 0 0 0 0 0 0 3967612 0 2854860 0 1112752 0 1112752 1112752 0 0 37170 487284 152940 -115770 0 -115770 0 18786501 15084613 0 359025 0 0 2052784 2052784 0 0 0 0 519229 0 519229 0 0 0 0 0 7534559 5929156 1083671 521732 587236 464517 82280 40439 885317 663091 164501 57725 571719 426388 108641 36690 0 0 0 0 17939 0 17939 0 29000 0 29000 0 0 0 0 0 144483 0 144483 0 293154 191716 33970 67468 16443 0 16443 0 838359 658733 79896 99730 54239 37418 14093 2728 0 0 0 0 332538 310017 19258 3263 378628 349999 18786 9843 0 0 0 0 78615 34390 43300 925 0 0 0 0 0 0 0 0 1146775 1089436 57339 0 111043 75695 28934 6414 Food & hospitality 814587 707752 22395 84440 Repairs, maintenance & service contracts 491206 416300 49740 25166 Student activity 342007 342007 0 0 Miscellaneous 390591 209610 104746 76235 17630451 13959009 2638644 1032798 415 415 15645505 14151866 8766470 5893141 676434 35096 0 0 0 0 23029 13024 42927 43459 294395 506797 47140099 13656732 22582528 33483367 21680056 24288273 0 0 0 69711759 78415438 1427067 1599432 0 7421273 7959726 0 0 0 0 0 0 0 5000000 0 0 0 0 8848340 14559158 X 23491689 24154772 23658274 25856723 13713456 13844785 60863419 63856280 69711759 78415438 1156050 1836811 0 0 0 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 20509625 178498 3166567 0 1016384 0 22838306 19270417 335017 2004370 0 975230 124949 20509625 19603512 723026 21227 0 960692 116656 19270417 16645576 1052280 2906150 0 890685 109809 19603512 13254217 1717234 2406716 0 674938 57653 16645576 0.3 0.7 0 0 0 0 11909008 11909008 0 19831241 6964363 12866878 0 8334586 3922365 4412221 0 1543677 1237072 306605 0 5521587 1532932 3988655 33483367 0 0 Equities 8610703 F Pooled investment funds 8291575 F Mutual funds 6932942 F Money market funds 453053 F 24288273 15088565 0 0 0 -2052784 -2052784 17141349 144483 1500669 1645152 18786501 15433184 0 0 0 0 0 15433184 144483 2052784 2197267 17630451 Schedule D, Part V, Line 4 All endowment funds are used for direct programs in grades 6 - 12 Schedule D, Part XI, Line 2d scholarships Schedule D, Part XI, Line 4b Capital campaign contributions $387,917 and realized gain $1,112,752 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 Madcap 2014 463234 438034 25200 10000 7413 15986 37051 23332 42071 Doc Ingersoll Golf Tournament 57275 47400 9875 0 0 6250 4611 0 3802 0 520509 485434 35075 10000 7413 22236 41662 23332 45873 150516 -115441 1 Financial aid in amounts ranging from $4,000 - $37,485 72 0 2052784 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 based 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 0 0 0 0 0 0 0 0 Amy Richards Head of School 275536 0 10000 0 0 0 26486 0 86500 0 398522 0 346748 0 Diane Isola CFO 171825 0 0 0 0 0 18382 0 8500 0 198707 0 191173 0 Schedule J, Part I, Line 1a House is provided for Head of School's personal use along with house cleaning services X 17 3130123 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. CSUS received an extension to file taxes until May 15, 2015.