2015-03-23T16:20:06-05:00 2014-06-30 954749365 STANISLAWSKI & HARRISON CPAS 301 N LAKE AVE SUITE 900 PASADENA CA 91101 990 2013-07-01 954064778 CRESTVIEW PREPARATORY SCHOOL CRES 8189520925 140 FOOTHILL BLVD LA CANADA CA 91011 BAUDELIA TAYLOR HEAD OF SCHOOL 8189520925 2015-03-19 1 ALAN HARRISON P00157337 6267933600 2015-03-19 2013 2016-02-25 16:41:14Z BAUDELIA TAYLOR 140 FOOTHILL BLVD LA CANADA CA 91011 4057227 0 X WWW.CRESTVIEWPREP.ORG X 1986 CA A COEDUCATIONAL DAY SCHOOL PROVIDING EDUCATION FOR STUDENTS FROM K-6 GRADES. 13 12 62 120 0 0 291655 301445 3832213 3700242 8289 6573 -18449 -25292 4113708 3982968 200300 230300 0 0 2804527 2913206 0 0 209469 996621 1111363 4001448 4254869 112260 -271901 3068741 2628979 639359 471498 2429382 2157481 X SEE CONTINUATION ON SCHEDULE O - 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 2964115 230300 3700242 THE SCHOOL PROVIDED AN ENHANCED ACADEMIC PROGRAM TO 202 STUDENTS IN KINDERGARTEN THROUGH 6TH GRADE. A TOTAL OF 30 STUDENTS GRADUATED TO MATRICULATE AT A VARIETY OF CHALLENGING COLLEGE PREPARATORY SCHOOLS IN THE GREATER PASADENA AND LOS ANGELES AREAS. 2964115 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 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 12 0 1 62 1 0 0 0 0 0 1 1 0 0 0 0 X 13 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X CYNTHIA RIGNEY 8189520925 140 FOOTHILL BLVD LA CANADA CA 91011 PAPANIKOLAS DEMETRIOS SECRETARY 1.00 X X 0 0 0 LAU ALBERT BOARD CHAIR 1.00 X X 0 0 0 LEE JAY CFO 1.00 X X 0 0 0 SARMA SRINIVAS TRUSTEE 1.00 X 0 0 0 HANSEN BLAIR TRUSTEE 1.00 X 0 0 0 COOPER SARAH TRUSTEE 1.00 X 0 0 0 JEFF MCCONNELL TRUSTEE 1.00 X 0 0 0 SCHLOESSMANN JENNIFER TRUSTEE 1.00 X 0 0 0 SPARTIN STEVEN TRUSTEE 1.00 X 0 0 0 THOMAS TRACY TRUSTEE 1.00 X 0 0 0 VAUGHN WENDELL TRUSTEE 1.00 X 0 0 0 WU KELLY TRUSTEE 1.00 X 0 0 0 JULIE PARK TRUSTEE 1.00 X 0 0 0 KIDD MARIE HEAD OF SCHOOL, PRESIDENT 40.00 X 237163 0 28530 RIGNEY CYNTHIA DIRECTOR OF FINANCE & OPER 40.00 X 109748 0 13573 CHONG SHIRLEY ASSISTANT HEAD OF SCHOOL 40.00 X 102626 0 18174 449537 0 60277 3 0 1 0 0 112371 189074 301445 TUITION AND FEES 611600 3432037 3432037 AUXILIARY ACTIVITIES 611710 181518 181518 SUMMER SCHOOL 611710 86687 86687 3700242 6573 6573 48967 112371 74259 -25292 -25292 3982968 3700242 0 -18719 230300 230300 554049 168522 385527 1935843 1453301 344044 138498 97288 74592 15482 7214 143876 105498 28262 10116 182150 120180 51577 10393 358 358 56900 56900 101819 33670 55850 12299 34430 24101 10329 473582 378865 85245 9472 23167 4633 16217 2317 117601 94081 21168 2352 57367 45894 10326 1147 INSTRUCTIONAL EXPENSES 203223 203223 SCHOOL EVENTS 25442 25442 DEVELOPMENT EXPENSES 15661 15661 BAD DEBTS 1813 1813 4254869 2964115 1081285 209469 1888411 1506191 459560 465506 1250 1500 33097 14833 24171 0 59021 34703 2283002 1690987 591569 592015 11662 14231 3068741 2628979 68332 183324 559365 273943 11662 14231 639359 471498 X 2268966 1997033 147 179 160269 160269 2429382 2157481 3068741 2628979 -271901 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 160416 32 160448 170646 145 10375 160416 167219 2400 1027 170646 165903 1316 167219 164332 1571 165903 1.00000 0 0 1071110 615902 455208 1211892 1075085 136807 592015 DEFERRED COMPENSATION - 457(B) PLAN 14231 14231 X 3752668 -230300 -230300 3982968 0 3982968 4024569 0 4024569 230300 230300 4254869 PART V, LINE 4: THE SCHOOL'S ENDOWMENT PRINCIPALLY CONSISTS OF A SINGLE DONOR-RESTRICTED FUND ESTABLISHED FOR TECHNOLOGY. 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 -230,300. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 230,300. 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). GALA/AUCTION 47542 39067 8475 5615 6375 2100 6735 WALK-A-THON 20407 20407 4520 5 93389 52897 40492 48914 161338 112371 48967 5615 6375 2100 60169 74259 -25292 1 FINANCIAL AID 23 230300 FMV FINANCIAL AID TO ELIGIBLE RECIPIENTS 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. THE FINANCIAL ASSISTANCE COMMITTEE, THE HEAD OF SCHOOL AND THE DIRECTOR OF FINANCE UTILIZE THE FINANCIAL AID FOR SCHOOL TUITION (FAST) SYSTEM TO DETERMINE THE AMOUNT OF FINANCIAL AID TO BE AWARDED TO EACH STUDENT. X X X X X 0 0 0 0 0 0 0 0 0 KIDD MARIE HEAD OF SCHOOL, PRESIDENT 237163 0 0 0 0 0 14316 0 14214 0 265693 0 0 0 MARIE H KIDD HEAD OF SCHOOL FINANCIAL NEED X 135000 0 0 1 1 BOARD TRUSTEE MEMBER OF BOARD OF TRUSTEES 18000 TUITION ASSISTANCE FOR TWO CHILDREN FORM 990, PART VI, SECTION B, LINE 11 THE DIRECTOR OF FINANCE AND OPERATIONS REVIEWS THE 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 CONFLICT OF INTEREST POLICY - 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. 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 15 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. FORM 990, PART VI, SECTION C, LINE 18 THE SCHOOL'S FORMS 1023 AND 990 ARE AVAILABLE UPON REQUEST. THE FORM 990 IS ALSO AVAILABLE ON THE PUBLIC WEBSITE WWW.GUIDESTAR.ORG. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.