2014-02-14T18:20:01-06:00 2013-06-30 951777440 GREEN HASSON & JANKS LLP 10990 WILSHIRE BLVD 16TH FLOOR LOS ANGELES CA 900243929 990 2012-07-01 954823489 NEW ROADS SCHOOL NEWR 3108285582 3131 OLYMPIC BLVD SANTA MONICA CA 90404 ADRIENNE MCCANDLESS 3108285582 2014-02-12 1 RICHARD L RUVELSON P00234075 3108731600 2012 2015-11-30 17:44:51Z DAVID BRYAN 3131 OLYMPIC BLVD SANTA MONICA CA 90404 23512317 0 X WWW.NEWROADS.ORG X 1995 CA TO SERVE AS A MODEL FOR EDUCATION IN AN ETHNICALLY, AND CULTURALLY DIVERSE COMMUNITY. 24 23 218 100 0 0 3842062 2324996 19673074 20859362 -14356 -47493 -82826 131265 23417954 23268130 7898600 7421412 0 0 8872102 9175416 0 0 903319 4439353 4346928 21210055 20943756 2207899 2324374 48843700 56188488 17435130 22509243 31408570 33679245 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 18298926 7421412 20859362 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. 18298926 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 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 41 0 218 1 0 0 0 0 0 1 1 0 0 0 0 X 24 23 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X ADRIENNE MCCANDLES 3108285582 3131 OLYMPIC BLVD SANTA MONICA CA 90404 ART ANTIN 2.00 X 0 0 0 TERRY AVCHEN 2.00 X 0 0 0 KARREN BASS 2.00 X 0 0 0 ANDRE BOISSIER 2.00 X 0 0 0 SUZY CAMERON 2.00 X 0 0 0 BERNHARD FRITSCH 2.00 X 0 0 0 BARBARA LODGE 2.00 X 0 0 0 CECIL MCNAB 2.00 X 0 0 0 SONIA MOLINA 2.00 X 0 0 0 SAM MUDIE 2.00 X 0 0 0 LAURA ROSALES 2.00 X 0 0 0 SANTIAGO ROSALES 2.00 X 0 0 0 FELICIA ROSENFELD 2.00 X 0 0 0 SEAN MEGAN SCOTT 2.00 X 0 0 0 DR ROBERT SINGER 2.00 X 0 0 0 NANCY STEPHENS 2.00 X 0 0 0 JANENE WARD 2.00 X 0 0 0 PAUL ZIMMERMAN 2.00 X 0 0 0 PAUL CUMMINS 12.00 X 85135 0 5184 RICHARD RAPPAPORT 6.00 X X 0 0 0 ELLIOT ZORENSKY 6.00 X X 0 0 0 DAVID FRIED 4.00 X X 0 0 0 MONICA NACHSHIN 4.00 X X 0 0 0 NATHANIEL TRIVES 4.00 X X 0 0 0 DAVID BRYAN 40.00 X 299422 0 88982 ADRIENNE MCCANDLESS 40.00 X 169281 0 17181 JACQUELINE OLIVIER 40.00 X 148106 0 8917 JOE WISE 40.00 X 118204 0 17155 JACQUELINE PRAVDA 40.00 X 109475 0 9641 NANCY LONDON 40.00 X 100464 0 13776 1030087 0 160836 6 0 1 0 AURORA DEVELOPMENT 801 S GRAND AVE STE 725 LOS ANGELES CA 90017 PROJECT MANAGEMENT 270861 GEMINI II 3699 WILSHIRE BLVD STE 850 LOS ANGELES CA 90010 JANITORIAL 121818 2 120211 2204785 85513 2324996 TUITION & FEES 611600 20280638 20280638 STUDENT ACTIVITIES 611600 537630 537630 EDUCATIONAL CONSULTING 611600 41094 41094 20859362 3573 3573 79704 7025 72679 72679 72679 20758 19226 52598 1532 -52598 -51066 -51066 165338 120211 165338 0 MISCELLANEOUS INCOME 900099 58586 58586 58586 23268130 20859362 0 83772 7421412 7421412 506302 416672 54067 35563 7075451 5822365 755885 497201 215688 177705 22912 15071 834639 687657 88662 58320 543336 447653 57718 37965 82015 82015 42876 38725 4151 110634 91041 11819 7774 227300 187041 24287 15972 1239891 1020302 132460 87129 24639 20276 2632 1731 337306 277568 36035 23703 831931 684593 88877 58461 148846 122484 15902 10460 SUPPLIES 432061 355542 46158 30361 STUDENT ACTIVITIES 300029 300029 DEBT PREPAYMENT FEES 292500 292500 SECURITY 129870 106870 13874 9126 147030 120991 15708 10331 20943756 18298926 1741511 903319 5495970 5028115 260163 415906 155170 180982 1155063 898110 51643216 3020163 41355589 48623053 355178 383065 66567 659257 48843700 56188488 1580692 629016 3661714 4087688 11190810 17011514 1001914 781025 17435130 22509243 X 28951761 32720864 2206809 195334 250000 763047 31408570 33679245 48843700 56188488 X 2324374 27345 -81044 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 22872 X 281382 513047 25652 14545 805536 290008 1070 9696 281382 242233 47775 290008 242233 242233 242233 242233 0.95000 0.05000 0 0 13012841 13012841 34529605 1589269 32940336 2803524 589999 2213525 1011399 636866 374533 285847 204029 81818 48623053 DEFERRED COMPENSATION 479650 LOANS PAYABLE 301375 781025 15763926 27345 -7538574 -7511229 23275155 -7025 -7025 23268130 13493251 246382 246382 13246869 7696887 7696887 20943756 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 -7,411,412. SPECIAL EVENT EXPENSES 165,338. DEBT PREPAYMENT FEES -292,500. PART XI, LINE 4B - OTHER ADJUSTMENTS: PENMAR RENTAL EXPENSE -7,025. PART XII, LINE 2D - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 81,044. SPECIAL EVENT EXPENSES 165,338. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 7,411,412. PENMAR RENTAL EXPENSE -7,025. DEBT PREPAYMENT FEES 292,500. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION SCHEDULE E, PART I, LINE 3 ADVERTISEMENTS ARE PUBLISHED IN LOCAL NEWSPAPERS WHICH INCLUDE THE ORGANIZATION'S RACIALLY NONDISCRIMINATORY POLICY. DINNER/AUCTION BENEFIT 267147 103773 163374 57388 38066 1700 66219 CARNIVAL 18402 16438 1964 182 1783 285549 120211 165338 57388 38248 3483 66219 165338 0 1 SCHOLARSHIPS 336 7421412 0 FMV PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 X X 0 0 0 0 0 0 0 0 0 DAVID BRYAN 299422 0 0 0 0 0 62761 0 26221 0 388404 0 0 0 ADRIENNE MCCANDLESS 169281 0 0 0 0 0 0 0 17181 0 186462 0 0 0 JACQUELINE OLIVIER 148106 0 0 0 0 0 0 0 8917 0 157023 0 0 0 A CA MUNICIPAL FINANCE AUTHORITY 201563466 999999999 2010-12-30 13000000 REVENUE BDS-EDUCATIONAL VILLAGE 0 0 0 B CA MUNICIPAL FINANCE AUTHORITY - SERIES 2013A 201563466 999999999 2013-03-01 9750000 REVENUE BDS-EDUCATIONAL VILLAGE 0 0 0 C CA MUNICIPAL FINANCE AUTHORITY - SERIES 2013B 201563466 999999999 2013-06-20 3250000 REVENUE BDS-EDUCATIONAL VILLAGE 0 0 0 A 13000000 13000000 13000000 2013 0 0 1 1 B 9750000 9750000 2020 0 0 1 1 C 3250000 3250000 2020 0 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 B 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 C 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 A 0 1 0 1 1 0 0 0 0 B 0 1 0 1 0 0 0 0 0 C 0 1 0 1 0 0 0 0 0 X 9 34650 FMV X 1248 24900 FMV X 11 4415 FMV X MUSEUM TICKETS 24 311 FMV X MISCELLANEOUS 296 21237 FMV 0 1 0 METHOD FOR DETERMINING NUMBER OF CONTRIBUTIONS: PART I, COLUMN (B): NON CASH DONATIONS ARE LISTED BY TOTAL NUMBER OF ITEMS CONTRIBUTED. 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. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: BAD DEBT EXPENSE -81,044. FINANCIAL STATEMENTS AND REPORTING 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.