2015-11-12T17:10:58-06:00 2015-06-30 010826173 CBIZ MHM LLC 10616 SCRIPPS SUMMIT COURT STE 100 SAN DIEGO CA 92131 990 2014-07-01 861061606 PACIFIC RIDGE SCHOOL PACI 7604489820 6269 EL FUERTE CARLSBAD CA 92009 ROBERT J BUSCHER CFO/COO 7604489820 2015-11-11 1 ROBERT C GELLMAN P00183739 8587952000 2014 2016-04-25 22:37:26Z ROBERT OGLE 6269 EL FUERTE CARLSBAD CA 92009 19811720 0 X WWW.PACIFICRIDGE.ORG X 2003 CA PREPARE STUDENTS FOR A PURPOSEFUL LIFE THROUGH ACADEMIC EXCELLENCE AND GLOBAL ENGAGEMENT. 19 10 179 80 0 0 19875288 3091165 14458182 15894465 -369283 -64979 22530 26612 33986717 18947263 2220700 2378980 0 0 8764405 9328844 0 0 633524 8817718 9446417 19802823 21154241 14183894 -2206978 72069213 70949038 42042002 43128806 30027211 27820232 X IN A COMMUNITY THAT FOSTERS ACADEMIC EXCELLENCE, ETHICAL RESPONSIBILITY AND GLOBAL ENGAGEMENT, PACIFIC RIDGE SCHOOL PREPARES STUDENTS FOR COLLEGE AND A PURPOSEFUL LIFE. 0 0 19597728 2378980 15894465 IN THE ACADEMIC YEAR OF 2014-2015, PACIFIC RIDGE SCHOOL INCREASED ENROLLMENT TO 525 STUDENTS IN GRADES 7-12 FROM 504 STUDENTS IN THE 2013-2014 ACADEMIC YEAR. THE SCHOOL OPENED TWO NEW BUILDINGS - THE MIDDLE SCHOOL/ADMINISTRATION BUILDING AND THE ARTS AND TECHNOLOGY CENTER - IN EARLY 2015 AND EXPANDED ITS PROGRAMS TO ACCOMMODATE THE GROWING NEEDS OF ITS COMMUNITY. SCHOOL LEADERSHIP ALSO RECOGNIZED THE NEED TO EXPAND THE NUMBER OF ATHLETIC TEAMS, SERVICE LEARNING GROUPS, AND GLOBAL TRAVEL OPPORTUNITIES. IN SHORT, PACIFIC RIDGE STUDENTS ARE THRIVING BECAUSE WE BELIEVE IN THEM.THROUGH A UNIQUELY INTEGRATED AND INNOVATIVE CURRICULUM, STUDENTS COLLABORATE AND LEARN TO THINK CREATIVELY WITH NINE NEW ELECTIVES IN SCIENCE, TECHNOLOGY, ENGINEERING, ARTS, AND MATHEMATICS. PACIFIC RIDGE OFFERS 30 UPPER SCHOOL ARTS CLASSES INCLUDING PHOTOGRAPHY, MUSIC, SINGING, THEATER, GRAPHIC DESIGN, COMPUTER PROGRAMMING, VISUAL ARTS, AND DANCE. EXCELLENCE DOES NOT END IN THE CLASSROOM. WITH 39 STUDENT CLUBS, STUDENTS HAVE THE ABILITY TO SHARE THEIR TALENTS, BROADEN THEIR INTERESTS, AND DEVELOP THEIR LEADERSHIP SKILLS. WITH 46 ATHLETIC TEAMS, LED BY PASSIONATE COACHES AND STAFF, OUR STUDENT-ATHLETES LEARN THE SPIRIT OF COMPETITION AND THE VALUE OF SPORTSMANSHIP WHILE PURSUING EXCELLENCE ON AND OFF THE FIELD.EXPLORING DIFFERENT CULTURES, EMBRACING THE UNFAMILIAR AND SERVING THOSE OUTSIDE OF OUR COMMUNITY, OUR STUDENTS BECOME GLOBAL CITIZENS INTENT ON MAKING A DIFFERENCE. THROUGH GLOBAL ENGAGEMENT, OUR STUDENTS HAVE TRAVELED TO 37 DIFFERENT COUNTRIES AND SIX CONTINENTS. IN ADDITION, PACIFIC RIDGE HAS 41 SERVICE LEARNING GROUPS.EIGHTY TWO PERCENT OF OUR FACULTY HOLD ADVANCED DEGREES AND 73% OF OUR FACULTY HAVE LIVED ABROAD. THEY BRING WEALTH OF EXPERIENCE, PASSION, AND GLOBAL PERSPECTIVE TO THE CLASSROOM EVERY DAY.WHILE TUITION ENSURES AN EXCEPTIONAL EDUCATION, IT IS THROUGH PHILANTHROPY THAT WE ARE ABLE TO GO ABOVE AND BEYOND - PROVIDING THE EXTRAORDINARY EXPERIENCES THAT ALLOW OUR STUDENTS TO FULFILL THEIR GREATEST POTENTIAL. 19597728 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 49 0 1 179 1 0 0 0 0 0 0 0 0 0 0 X 19 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 CA X ROBERT J BUSCHER 7604489820 6269 EL FUERTE CARLSBAD CA 92009 JAY LICHTER BOARD CHAIR 10.00 X 0 0 0 EUGENE CHEN TREASURER 4.00 X 0 0 0 SPENCER BURKHOLZ SECRETARY 1.00 X 0 0 0 WILLIAM AYYAD TRUSTEE 1.00 X 0 0 0 HUGH BANCROFT TRUSTEE 1.00 X 0 0 0 GARY BURDICK TRUSTEE 5.00 X 0 0 0 PAUL FLATHER TRUSTEE 1.00 X 0 0 0 CHRISTOPHER MALONEY TRUSTEE 4.00 X 0 0 0 GWENDOLYN MEYER TRUSTEE 1.00 X 0 0 0 JANET MCVEIGH TRUSTEE 1.00 X 0 0 0 ROBERT NAPOLI TRUSTEE 5.00 X 0 0 0 CHRISTOPHER NERO TRUSTEE 1.00 X 0 0 0 STEVE NETZLEY TRUSTEE 8.00 X 0 0 0 JORI POTIKER TRUSTEE 5.00 X 0 0 0 ROBERT REGNERY TRUSTEE 2.00 X 0 0 0 WILLIAM ROHN TRUSTEE 1.00 X 0 0 0 STEPHEN ROSETTA TRUSTEE 1.00 X 0 0 0 SHARI SAPP TRUSTEE 1.00 X 0 0 0 BRANDT WILSON TRUSTEE 1.00 X 0 0 0 ROBERT OGLE HEAD OF SCHOOL 40.00 X 223960 0 29479 ROBERT BUSCHER CHIEF FINANCIAL & OPERATIO 40.00 X 184621 0 27578 DOUGLAS BLACKINGTON TEACHER 40.00 X 148146 0 13014 556727 0 70071 9 1 1 0 LUSARDI CONSTRUCTION COMPANY 1570 LINDA VISTA DR SAN MARCOS CA 92078 GENERAL CONTRACTOR 16339170 ADVENTURES CROSS-COUNTRY INC 242 REDWOOD HWY MILL VALLEY CA 94941 GLOBAL EDUCATION TRAVEL 550006 WESS TRANSPORTATION 1038 NORTH CUSTER ST SANTA ANA CA 92071 BUS TRANSPORATION 289817 KI 1220 BELLEVUE ST GREEN BAY WI 54308 FURNITURE 224019 BUSY B'S 2588 F EL CAMINO REAL 355 CARLSBAD CA 92008 JANITORIAL 195332 10 3091165 795758 3091165 EDUCATION PROGRAM 611600 15894465 15894465 15894465 2186 2186 27265 653 26612 26612 26612 796139 500 795126 68678 1013 -68178 -67165 -67165 18947263 15894465 0 -38367 2378980 2378980 882700 392341 300699 189660 6767458 6382059 252674 132725 368992 325315 27793 15884 734124 667442 44379 22303 575570 518032 35635 21903 13412 6098 7035 279 40000 40000 318195 119852 198343 255092 238712 8487 7893 144525 141367 1709 1449 862870 841711 17285 3874 14655 7184 6514 957 142479 108927 30602 2950 965462 940650 19792 5020 3395810 3314486 64403 16921 277996 234527 39129 4340 EDUCATIONAL TRAVEL 1309707 1309707 STUDENT ACTIVITIES 895628 895628 ATHLETIC EXPENSES 313905 313905 TRANSPORTATION 164811 164811 331870 295994 26853 9023 21154241 19597728 922989 633524 1034438 546026 16989953 6850718 8106341 3122579 3951447 4701475 320173 339963 64656538 9561409 35364329 55095129 6302532 293148 72069213 70949038 2965912 2628782 11743913 13314273 19913029 19519417 7250000 7500000 169148 166334 42042002 43128806 X 21602396 24415411 8424815 3404821 30027211 27820232 72069213 70949038 -2206978 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9666221 9666221 43237238 4595617 38641621 6536235 2302220 4234015 4911777 2516277 2395500 305067 147295 157772 55095129 CAPITAL LEASE OBLIGATIONS 166334 166334 16499166 653 653 16498513 2448749 2448749 18947262 18706145 653 653 18705492 2448749 2448749 21154241 PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES NET WITH RELATED REVENUE 653. PART XI, LINE 4B - OTHER ADJUSTMENTS: TUITION ASSISTANCE EXPENSES INCLUDED IN BOOK REVENUE NOT FOR TAX REVENUE 2,245,150. TRAVEL ASSISTANCE EXPENSES INCLUDED IN BOOK REVENUE NOT FOR TAX REVENUE 133,830. PARENTS ASSOCIATION EXPENSES INCLUDED IN BOOK REVENUE NOT FOR TAX REVENUE 69,769. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES NET WITH RELATED REVENUE 653. PART XII, LINE 4B - OTHER ADJUSTMENTS: TUITION ASSISTANCE EXP NOT INCLUDED IN BOOK EXPENSES BUT INCLUDED IN TAX EXP 2,245,150. TRAVEL ASSTISTANCE EXP NOT INCLUDED IN BOOK EXPENSES BUT INCLUDED IN TAX EXP 133,830. PARENTS ASSOCIATION EXP NOT INCLUDED IN BOOK EXP BUT INCLUDED IN TAX EXP 69,769. 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 NON-DISCRIMINATION POLICY WAS PUBLISHED ON ALL ADMISSIONS BROCHURES AND NEWSPAPER PRINT ADS IN THE NORTH COUNTY TIMES, WHICH COVERS ALL OF NORTH SAN DIEGO COUNTY. 1 EDUCATION/TUITION ASSISTANCE 152 2378980 FMV TUITION AND EDUCATIONAL TRAVEL ASSISTANCE PART I, LINE 2: ALL FAMILIES REQUESTING TUITION ASSISTANCE MUST COMPLETE FORMS REQUIRED BY OUR OUT-SOURCED TUITION ASSISTANCE ANALYSIS PROVIDER, FINANCIAL AID FOR SCHOOL TUITION (FAST). FAST RECOMMENDS THE FAMILY CONTRIBUTION PORTION. THIS INFORMATION IS GIVEN TO THE TUITION ASSISTANCE COMMITTEE WHICH USES THE FAST INFORMATION ALONG WITH OTHER FACTORS TO DETERMINE THE ASSISTANCE AMOUNT. THE FUNDS ARE NOT ACTUALLY TRANSFERRED TO THE STUDENTS, BUT RATHER SERVE AS A REDUCTION OF THE TUITION PAYMENTS DUE; THEREFORE, THE ENTITY DOES NOT REQUIRE ANY FURTHER PROCEDURES TO BE IN PLACE TO MONITOR THE USE OF THE TUITION ASSISTANCE. X X X X 1 0 0 0 0 0 0 0 0 ROBERT OGLE HEAD OF SCHOOL 198960 0 25000 0 0 0 10631 0 18848 0 253439 0 0 0 ROBERT BUSCHER CHIEF FINANCIAL & OPERATIO 184621 0 0 0 0 0 8730 0 18848 0 212199 0 0 0 DOUGLAS BLACKINGTON TEACHER 148146 0 0 0 0 0 1221 0 11793 0 161160 0 0 0 PART I, LINE 4A DOUGLAS BLACKINGTON AMOUNT: $117,948 A CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY 352273601 999999999 2011-07-28 3867000 CAMPUS EXPANSION 0 0 0 B CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY 352273601 999999999 2012-01-26 3383000 CAMPUS EXPANSION 0 0 0 C CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY 352273601 999999999 2013-08-28 25200000 REFINANCE DEBT AND CAMPUS EXPANSION 0 0 0 D CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY 352273601 999999999 2014-07-25 1250000 CAMPUS EXPANSION 0 0 0 A 3867000 867000 2012 1 0 1 1 B 1000000 3383000 383000 2012 1 0 1 1 C 646901 25074000 19912026 112648 80360 4968966 2015 1 0 0 1 D 1250000 9625 1240375 2015 0 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 B 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 C 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 D 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 1 1 0 1 0 0 0 1 B 0 1 1 0 1 0 0 0 1 C 0 1 0 0 1 0 0 0 1 D 0 1 1 0 1 0 0 0 1 A 1 B 1 C 1 D 1 WILLIAM AYYAD TRUSTEE CAMPUS EXPANSION X 250000 250000 0 1 1 GARY BURDICK TRUSTEE CAMPUS EXPANSION X 250000 250000 0 1 1 CHRISTOPHER NERO TRUSTEE CAMPUS EXPANSION X 2000000 2000000 0 1 1 JORI POTIKER TRUSTEE CAMPUS EXPANSION X 500000 500000 0 1 1 EDWARD SANDERSON FORMER TRUSTEE CAMPUS EXPANSION X 633000 633000 0 1 1 RICHARD SAPP FAMILY MEMBER OF TRUSTEE CAMPUS EXPANSION X 1000000 1000000 0 1 1 VIRGINIA MERRIFIELD FORMER TRUSTEE CAMPUS EXPANSION X 250000 250000 0 1 1 STAR SOLTAN FORMER TRUSTEE CAMPUS EXPANSION X 1000000 1000000 0 1 1 EUGENE CHEN TRUSTEE CAMPUS EXPANSION X 250000 250000 0 1 1 CHRISTOPHER MALONEY TRUSTEE CAMPUS EXPANSION X 250000 250000 0 1 1 JANET MCVEIGH TRUSTEE CAMPUS EXPANSION X 500000 500000 0 1 1 ROBERT OGLE OFFICER CAMPUS EXPANSION X 250000 250000 0 1 1 ROBERT REGNERY TRUSTEE CAMPUS EXPANSION X 367000 367000 0 1 1 7500000 X 16 795758 HI/LOW AVERAGE 0 0 1 PART I, LINE 32B: THE ORGANIZATION USES ITS INVESTMENT BROKER, FIRST REPUBLIC SECURITIES, TO PROCESS AND SELL CONTRIBUTED STOCKS WITHIN ONE WEEK OF RECEIPT. FORM 990, PART VI, SECTION B, LINE 11 THE AUDIT COMMITTEE REVIEWS THE 990 AND APPROVES IT FOR DISTRIBUTION TO THE FULL BOARD. EACH BOARD MEMBER RECEIVES A COPY OF THE FULL 990 VIA EMAIL AND IS GIVEN A WEEK TO REVIEW AND COMMENT ON THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE COMMITTEE ON TRUSTEES ISSUES A QUESTIONNAIRE ANNUALLY WHICH ASKS EACH TRUSTEE IF S/HE HAS CONFLICTS OF INTEREST. EACH TRUSTEE MUST RETURN THE SIGNED FORM CONFIRMING ANY OR THE LACK OF CONFLICTS OF INTEREST. IF THERE IS A CONFLICT OF INTEREST, THE CONFLICTED TRUSTEE WOULD RECUSE HIM/HERSELF FROM ANY DISCUSSIONS AND/OR VOTES ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 THE CHAIR OF THE COMMITTEE ON TRUSTEES, A SUB-COMMITTEE OF THE BOARD, USES A CUSTOMIZED SALARY SURVEY EACH YEAR FROM THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS. THE SURVEY LISTS THE SALARIES OF HEADS OF SCHOOL AND FINANCIAL DIRECTORS OF SIX SIMILAR PRIVATE SCHOOLS IN SOUTHERN CALIFORNIA. AFTER REVIEW AND DOCUMENTATION OF THE SALARIES, THE COMMITTEE ON TRUSTEES RECOMMENDS NEXT YEAR'S ANNUAL SALARY FOR THE HEAD OF SCHOOL. WHILE THE ANNUAL SALARY OF THE CHIEF FINANCIAL AND OPERATIONS OFFICER IS SET BY THE HEAD OF SCHOOL, SUCH SALARY LEVEL IS ALSO REVIEWED AND ACKNOWLEDGED BY THE COMMITTEE ON TRUSTEES. BOARD DISCUSSION AND VOTE TO APPROVE ARE THEN TAKEN. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL RESPONDS TO ALL REQUESTS FOR THE DOCUMENTATION EITHER BY EMAIL OR ON-SITE VIEWING.