2015-05-14T12:51:11-05:00 2014-06-30 951777440 GREEN HASSON & JANKS LLP 10990 WILSHIRE BLVD 16TH FLOOR LOS ANGELES CA 900243929 990 2013-07-01 954823489 NEW ROADS SCHOOL NEWR 3108285582 3131 OLYMPIC BLVD SANTA MONICA CA 90404 MARK WINDHAM SECRETARY 3108285582 2015-05-15 1 RICHARD L RUVELSON P00234075 3108731600 2013 2016-02-25 16:41:14Z WALTER LANDBERG 3131 OLYMPIC BLVD SANTA MONICA CA 90404 23414524 0 X WWW.NEWROADS.ORG X 1995 CA TO SERVE AS A MODEL FOR EDUCATION IN AN ETHNICALLY, AND CULTURALLY DIVERSE COMMUNITY. 18 17 242 96 0 0 2324996 1135495 20859362 21782974 -47493 -33111 131265 331623 23268130 23216981 7421412 7993844 0 0 9175416 10631232 0 0 1235996 4346928 5227446 20943756 23852522 2324374 -635541 56188488 53730082 22509243 20691620 33679245 33038462 X NEW ROADS SCHOOL IS AN INDEPENDENT SCHOOL IN LOS ANGELES SERVING GRADES K-12. IT WAS ESTABLISHED IN 1995 AS A MODEL FOR EDUCATION IN AN ETHNICALLY, RACIALLY, CULTURALLY, AND SOCIO-ECONOMICALLY DIVERSE COMMUNITY. NEW ROADS RESTS UPON SEVERAL FUNDAMENTAL COMMITMENTS: - DEVELOPMENT OF A STUDENT POPULATION OF SOCIAL, ECONOMIC, ETHNIC AND RACIAL DIVERSITY; - DEVELOPMENT OF EACH STUDENT'S FULL HUMAN POTENTIAL;- ACADEMIC EXCELLENCE AND EXCELLENCE IN THE ARTS; - BEHAVING RESPONSIBLY AND HONORABLY AS AN INSTITUTION;- SERVING THE LARGER ECOLOGICAL AND SOCIAL COMMUNITY. 0 0 21016523 7993844 21782974 NEW ROAD SCHOOLS STRIVES TO PROVIDE A PROGRESSIVE, COLLEGE PREPARATORY PROGRAM FROM WHICH EACH STUDENT WILL DEVELOP A PERSONAL DEDICATION TO LEARNING, A RESPECT FOR INDEPENDENT THINKING, AND A RESPECT FOR THE HUMANITY AND ECOLOGY OF THE WORLD. 21016523 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 60 0 242 1 0 0 0 0 0 1 1 0 0 0 0 X 18 17 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X X ELISE YEN 3108285582 3131 OLYMPIC BLVD SANTA MONICA CA 90404 ART ANTIN DIRECTOR 2.00 X 0 0 0 ANDRE BOISSIER DIRECTOR 2.00 X 0 0 0 SUZY CAMERON DIRECTOR 2.00 X 0 0 0 BERNHARD FRITSCH DIRECTOR 2.00 X 0 0 0 BARBARA LODGE DIRECTOR 2.00 X 0 0 0 SONIA MOLINA DIRECTOR 2.00 X 0 0 0 SAM MUDIE DIRECTOR 2.00 X 0 0 0 LAURA ROSALES DIRECTOR 2.00 X 0 0 0 SANTIAGO ROSALES DIRECTOR 2.00 X 0 0 0 DR ROBERT SINGER DIRECTOR 2.00 X 0 0 0 NANCY STEPHENS DIRECTOR 2.00 X 0 0 0 DAVID LINDE DIRECTOR 2.00 X 0 0 0 PAMELA LITVACK DIRECTOR 2.00 X 0 0 0 PAUL CUMMINS DIRECTOR 12.00 X 88104 0 5323 RICHARD RAPPAPORT CHAIRMAN 6.00 X X 0 0 0 ELLIOT ZORENSKY VICE PRESIDENT 6.00 X X 0 0 0 DAVID FRIED TREASURER 4.00 X X 0 0 0 MONICA NACHSHIN SECRETARY 4.00 X X 0 0 0 NATHANIEL TRIVES HISTORIAN 4.00 X X 0 0 0 ADRIENNE MCCANDLESS CFO, BUSINESS MANAGER 40.00 X 158573 0 17512 WALTER LANDBERG-EFFECT 072013 PRESIDENT, HEAD OF SCHOOL 40.00 X 149500 0 3018 JACQUELINE OLIVER ELEMENTARY SCHOOL DIRECTOR 40.00 X 153272 0 10049 JACQUELINE S PRAVDA DIRECTOR OF COLLEGE COUNSELING 40.00 X 113052 0 10584 RYAN M HAWLEY ASSISTANT HEAD OF SCHOOL 40.00 X 105850 0 14331 COURTNEY K COHEE DIRECTOR OF DEVELOPMENT 40.00 X 103873 0 7734 NANCY R LONDON FOUNDING DIRECTOR 40.00 X 101676 0 14333 DAVID BRYAN -RESIGNED JUNE 2013 FORMER PRESIDENT, HEAD OF SCHOOL 40.00 X 181685 0 13040 1155585 0 95924 8 1 1 0 AURORA DEVELOPMENT 801 SOUTH GRAND AVE STE 725 LOS ANGELES CA 90017 CONTRACTORS 1801959 COALITION FOR ENGAGED EDUCATION 3131 OLYMPIC BLVD SANTA MONICA CA 90404 CONSULTING & FUNDRAISING 300000 KARAS SECURITY 11844 W PICO BLVD STE 201 LOS ANGELES CA 90064 SECURITY 138400 GEMINI II 4447 TOBIAS AVE SHERMAN OAKS CA 91403 JANITORIAL 120860 4 144243 991252 60583 1135495 TUITION & FEES 611600 21455405 21455405 STUDENT ACTIVITIES 611600 327569 327569 21782974 7088 7088 261846 0 261846 261846 261846 21122 19399 41922 1723 -41922 -40199 -40199 136222 144243 136222 0 MISCELLANEOUS INCOME 900099 69777 69777 69777 23216981 21782974 0 298512 7993844 7993844 635213 525063 66859 43291 8122160 6713722 854896 553542 249459 206201 26257 17001 970844 802493 102186 66165 653556 540225 68790 44541 28848 11570 1473 15805 34685 13910 1772 19003 324963 130330 16595 178038 72131 59761 7508 4862 172953 143293 18003 11657 1223968 1014062 127409 82497 17215 14262 1792 1161 672576 557232 70012 45332 1306003 1079533 137463 89007 148476 123013 15456 10007 SUPPLIES 468255 387951 48743 31561 STUDENT ACTIVITIES 423176 423176 SECURITY 156211 129421 16261 10529 177986 147461 18528 11997 23852522 21016523 1600003 1235996 5028115 3328840 415906 210906 180982 160553 898110 649838 51839701 3937705 48623053 47901996 383065 885972 659257 591977 56188488 53730082 629016 942764 4087688 2577185 17011514 16462024 781025 709647 22509243 20691620 X 32720864 32057345 195334 215561 763047 765556 33679245 33038462 56188488 53730082 X -635541 72191 -77433 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 22872 X 805536 66564 62591 16216 793293 281382 513047 25652 14545 805536 290008 1070 9696 281382 242233 47775 290008 242233 242233 0.88000 0.12000 0 0 13012841 13012841 34830703 2480343 32350360 2805815 736033 2069782 1056357 679763 376594 133985 41566 92419 47901996 DEFERRED COMPENSATION 509522 LOANS PAYABLE 200125 709647 15427059 72191 -7862113 -7789922 23216981 0 23216981 16067842 199164 199164 15868678 7983844 7983844 23852522 PART III, LINE 4: THE CATALOG OF DIGITAL AUDIO LIBRARY OF MAESTRO JAMES CONLON'S ORIGINAL RECORDINGS WILL ENABLE THE MUSIC PROGRAM TO INCREASE ITS DIVERSITY. THIS IS AN INTEGRAL PARY OF THE EDUCATION PROVIDED BY NEW ROADS SCHOOL. THE AUDIO LIBRARY WILL BE AVAILABLE AND ACCESSIBLE BY THE GENERAL PUBLIC. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID -7,983,844. SPECIAL EVENT EXPENSES 136,222. LOSS ON WRITE OFF PLEDGE RECEIVABLE -14,491. PART XII, LINE 2D - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 62,942. SPECIAL EVENT EXPENSES 136,222. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 7,983,844. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 ADVERTISEMENTS ARE PUBLISHED IN LOCAL NEWSPAPERS WHICH INCLUDE THE ORGANIZATION'S RACIALLY NONDISCRIMINATORY POLICY. DINNER/AUCTION BENEFIT 266789 133206 133583 8500 46500 4300 74283 CARNIVAL 13676 11037 2639 1698 941 280465 144243 136222 8500 46500 5998 75224 136222 0 1 SCHOLARSHIPS 339 7993844 FMV PART I, LINE 2: FINANCIAL AID IS GRANTED TO STUDENTS BASED ON FINANCIAL NEED ON A NON-DISCRIMINATORY BASIS, AS DETERMINED BY THE FINANCIAL AID COMMITTEE. GRANTS ARE GIVEN IN THE FORM OF REDUCED TUITION, NEVER A CASH GRANT. X 1 1 X X X 0 0 0 0 0 0 0 0 0 ADRIENNE MCCANDLESS CFO, BUSINESS MANAGER 158573 0 0 0 0 0 9778 0 7734 0 176085 0 0 0 WALTER LANDBERG-EFFECT 072013 PRESIDENT, HEAD OF SCHOOL 128500 0 0 0 21000 0 0 0 3018 0 152518 0 0 0 JACQUELINE OLIVER ELEMENTARY SCHOOL DIRECTOR 153272 0 0 0 0 0 2315 0 7734 0 163321 0 0 0 DAVID BRYAN -RESIGNED JUNE 2013 FORMER PRESIDENT, HEAD OF SCHOOL 181685 0 0 0 0 0 9283 0 3757 0 194725 0 0 0 PART I, LINE 1A WALTER LANDBERG, PRESIDENT AND HEAD OF SCHOOL, RECEIVED A HOUSING ALLOWANCE OF $21,000 DURING THE YEAR. A CA MUNICIPAL FINANCE AUTHORITY - SERIES 2013A 201563466 999999999 2013-03-01 9750000 REVENUE BDS-EDUCATIONAL VILLAGE 0 0 0 B CA MUNICIPAL FINANCE AUTHORITY - SERIES 2013B 201563466 999999999 2013-06-20 3250000 REVENUE BDS-EDUCATIONAL VILLAGE 0 0 0 A 9750000 9750000 2020 0 0 1 1 B 3250000 3250000 2020 0 0 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 A 0 1 0 1 0 0 0 0 0 B 0 1 0 1 0 0 0 0 0 A 0 B 0 X 1 1995 FMV X 44 10791 FMV X MISCELLANEOUS 81 32197 FMV X ELECTRONICS 1 10000 FMV X LOCKERS 1 3000 FMV X PADDLE BOARDS 1 2600 FMV 0 1 0 PART I, COLUMN (B): NON CASH DONATIONS ARE LISTED BY TOTAL NUMBER OF DONORS. FORM 990, PART VI, SECTION A, LINE 2 LAURA AND SANTIAGO ROSALES HAVE A FAMILY RELATIONSHIP. THEY SHARE A VOTE ON THE BOARD. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE MEMBERS, CFO AND HEAD OF SCHOOL. A COPY OF THE FORM 990 IS THEN MADE AVAILABLE TO THE BOARD OF DIRECTORS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS PROVIDED TO EACH TRUSTEE UPON NOMINATION. ADDITIONALLY, A CONFLICT OF INTEREST DISCLOSURE FORM IS PROVIDED TO EACH TRUSTEE ANNUALLY WHO THEN SIGNS AND RETURNS THE FORM TO THE CFO. THE CFO REVIEWS EACH FORM AND ANY NOTED CONFLICTS ARE BROUGHT TO THE ATTENTION OF THE PRESIDENT OF THE BOARD. ALL CONFLICTS ARE THEN DIRECTED TO THE APPROPRIATE COMMITTEE OR BROUGHT BEFORE THE ENTIRE BOARD FOR DISCUSSION AND APPROPRIATE CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION COMMITTEE REVIEWS AND APPROVES THE COMPENSATION AND BENEFITS PACKAGE OF THE HEAD OF SCHOOL ON AN ANNUAL BASIS. THE COMMITTEE COMPARES THE COMPENSATION WITH THOSE IN SIMILAR POSITIONS AND ORGANIZATIONS. A RECOMMENDATION IS THEN PRESENTED TO THE EXECUTIVE COMMITTEE FOR APPROVAL. THE HEAD OF SCHOOL DETERMINES THE COMPENSATION OF THE CFO. ANNUAL COMPENSATION INCREASES ARE THE SAME PERCENTAGE ACROSS THE BOARD FOR ALL EMPLOYEES AS DETERMINED BY THE BOARD OF TRUSTEES AT THE ANNUAL FEBRUARY BUDGET MEETING. FORM 990, PART VI, SECTION B, LINE 15B: THERE ARE NO OTHER OFFICERS, THEREFORE THIS QUESTION IS NON-APPLICABLE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: BAD DEBT EXPENSE -62,942. LOSS ON WRITE OFF PLEDGE RECEIVABLE -14,491. FORM 990, PART XII, LINE 2C NO CHANGES WERE MADE TO THE OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR, AS COMPARED TO THE PRIOR TAX YEAR.