2014-01-22T09:31:37-06:00 2013-06-30 010826173 CBIZ MHM LLC 10616 SCRIPPS SUMMIT COURT SAN DIEGO CA 92131 990 2012-07-01 861061606 PACIFIC RIDGE SCHOOL PACI 7604489820 6269 EL FUERTE CARLSBAD CA 92009 ROBERT J BUSCHER 7604489820 2013-12-11 1 ROBERT C GELLMAN P00183739 8587952000 2012 2015-11-30 17:44:51Z ROBERT OGLE 6269 EL FUERTE CARLSBAD CA 92009 18787348 0 X WWW.PACIFICRIDGE.ORG X 2003 CA PREPARE STUDENTS FOR A PURPOSEFUL LIFE THROUGH ACADEMIC EXCELLENCE AND GLOBAL ENGAGEMENT. 19 14 155 75 0 0 5719212 5173677 11289854 13359611 13278 5512 22033 48303 17044377 18587103 1779588 2116745 0 0 7377939 8630438 0 0 642697 7126602 7634857 16284129 18382040 760248 205063 53120058 54553445 37481804 38710128 15638254 15843317 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 16955129 2116745 13401082 IN THE ACADEMIC YEAR 2012/2013 (FY2013), THE SCHOOL INCREASED ENROLLMENT TO 489 STUDENTS IN GRADES 7 THROUGH 12 FROM 431 STUDENTS IN THE 2011/2012 ACADEMIC YEAR. THE SCHOOL CONTINUED TO EXPAND THE NUMBER OF ATHLETIC TEAMS, SERVICE LEARNING GROUPS, AND TRAVEL OPPORTUNITIES. THE SCHOOL ADDED 10 NEW FACULTY. 16955129 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 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 71 0 1 155 1 0 0 0 0 0 0 0 0 1 0 X 19 14 1 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 RICHARD SAPP 10.00 X X 0 0 0 GARY BURDICK 5.00 X X 0 0 0 CARRIE DEDERICH 1.00 X X 0 0 0 WILLIAM AYYAD 1.00 X 0 0 0 MARK BALLIF 1.00 X 0 0 0 JOY BANCROFT 1.00 X 0 0 0 EUGENE CHEN 1.00 X 0 0 0 MICHAEL COIT 1.00 X 0 0 0 MICHAEL FOSS 1.00 X 0 0 0 JAY LICHTER 5.00 X 0 0 0 CHRISTOPHER MALONEY 1.00 X 0 0 0 GWENDOLYN MEYER 1.00 X 0 0 0 JANET MONTAG 1.00 X 0 0 0 CHRISTOPHER NERO 1.00 X 0 0 0 ROBERT NAPOLI 1.00 X 0 0 0 RAFAEL PASTOR 1.00 X 0 0 0 MARTY WATERS 1.00 X 0 0 0 WILLIAM ROHN 1.00 X 0 0 0 JORI POTIKER 1.00 X 0 0 0 EILEEN MULLADY 20.00 X 308980 0 15224 ROBERT OGLE 40.00 X 182500 0 25917 ROBERT BUSCHER 40.00 X 169985 0 23230 KARILYN PERRY 30.00 X 149445 0 13107 810910 0 77478 8 0 1 0 ADVENTURES CROSS-COUNTRY INC 242 REDWOOD HWY MILL VALLEY CA 94941 GLOBAL EDUCATION TRAVEL 486039 CERTIFIED TRANSPORTATION 1038 NORTH CUSTER ST SANTA ANA CA 92071 BUS TRANSPORATION 255432 GKK WORKS 2355 MAIN ST STE 220 IRVINE CA 92614 ARCHITECT 210248 BUSY B'S 2588 F EL CAMINO REAL 355 CARLSBAD CA 92008 JANITORIAL 161414 BRIGHTSPARK TRAVEL PO BOX 828 NORTHBROOK IL 60065 GLOBAL EDUCATION TRAVEL 146328 5 5173677 193191 5173677 TUITION AND FEES 611600 12223168 12223168 OTHER SCHOOL EVENT FEES 611600 1136443 1136443 13359611 5057 5057 193646 193191 455 455 455 13886 7054 6832 6832 MISCELLANEOUS REVENUE 611600 41471 41471 41471 18587103 13401082 0 12344 2116745 2116745 823281 282908 345788 194585 6217377 5874568 172886 169923 343226 301672 24444 17110 701248 646028 34469 20751 545306 479610 39792 25904 12239 6629 5610 40820 40820 275938 118170 157768 364915 320841 26398 17676 260805 254706 3170 2929 679838 664245 10836 4757 11687 5446 5431 810 43117 39990 2679 448 1117700 1097693 11736 8271 1949150 1918072 18296 12782 246987 206733 36180 4074 EDUCATIONAL TRAVEL 1005329 1005329 STUDENT ACTIVITIES 629363 629363 OTHER 354106 344853 5127 4126 ATHLETIC EXPENSES 333530 333530 309333 307998 552 783 18382040 16955129 784214 642697 535732 236926 7402870 10526556 2034152 1444120 3094631 3375040 197562 283423 45310016 7506194 39237147 37803822 617964 883558 53120058 54553445 536966 1283308 9999838 10641820 19945000 19535000 7000000 7250000 37481804 38710128 X 13473321 13013260 2164933 2830057 15638254 15843317 53120058 54553445 205063 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9656532 9656532 27686523 5389896 22296627 3644631 197790 3446841 4136900 1750601 2386299 185430 167907 17523 37803822 16435404 7054 7054 16428350 2158753 2158753 18587103 16230341 7054 7054 16223287 2158753 2158753 18382040 PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 7,054. PART XI, LINE 4B - OTHER ADJUSTMENTS: PARENTS ASSOCIATION EXPENSES 42,008. TUITION ASSISTANCE NET WITH REVENUE IN F/S 2,116,745. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 7,054. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANTS/TUITION ASSISTANCE 2,116,745. PARENTS ASSOCIATION EXPENSES 42,008. 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 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 TUITION ASSISTANCE 170 2116745 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 1 1 X X X X 0 0 0 0 0 0 0 0 0 EILEEN MULLADY 223658 0 0 0 85322 0 7931 0 7293 0 324204 0 0 0 ROBERT OGLE 182500 0 0 0 0 0 9063 0 16854 0 208417 0 0 0 ROBERT BUSCHER 169985 0 0 0 0 0 7719 0 15511 0 193215 0 0 0 KARILYN PERRY 149445 0 0 0 0 0 7457 0 5650 0 162552 0 0 0 PART I, LINE 1A ONE OF THE CO-HEADS OF SCHOOL (EILEEN MULLADY) WAS PAID A FIXED $50,000 HOUSING ALLOWANCE. ADDITIONALLY, THIS CO-HEAD OF SCHOOL WAS PAID $22,600 TAX GROSS-UP FOR THE HOUSING ALLOWANCE. A CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY 352273601 999999999 2010-12-17 20000000 PAY OFF CONSTRUCTION 0 0 0 B CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY 352273601 999999999 2011-07-28 3867000 CAMPUS EXPANSION 0 0 0 C CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY 352273601 999999999 2012-01-26 3383000 CAMPUS EXPANSION 0 0 0 A 20000000 371687 19628313 2010 0 0 1 1 B 3867000 120750 3746250 2012 0 0 1 1 C 3383000 6900 3376100 2012 0 0 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 0 0 RICHARD A SAPP CAMPUS EXPANSION X 1000000 1000000 0 1 1 EDWARD SANDERSON CAMPUS EXPANSION X 1000000 1000000 0 1 1 GARY BURDICK CAMPUS EXPANSION X 250000 250000 0 1 1 CHRISTOPHER NERO CAMPUS EXPANSION X 2000000 2000000 0 1 1 ALAN SCHULMAN CAMPUS EXPANSION X 1000000 1000000 0 1 1 WILLIAM AYYAD CAMPUS EXPANSION X 250000 250000 0 1 1 LISA RUH CAMPUS EXPANSION X 250000 250000 0 1 1 VIRGINIA MERRIFIELD CAMPUS EXPANSION X 250000 250000 0 1 1 STAR SOLTAN CAMPUS EXPANSION X 1000000 1000000 0 1 1 JORI POTIKER CAMPUS EXPANSION X 250000 250000 0 1 1 7250000 X 20 193191 HI/LOW AVERAGE 0 0 1 THIRD PARTY USE: PART I, LINE 32B: THE ORGANIZATION USES ITS INVESTMENT BROKERS, FIRST REPUBLIC SECURITIES AND MERRILL LYNCH, TO PROCESS AND SELL CONTRIBUTED STOCKS WITHIN ONE WEEK OF RECEIPT. FORM 990, PART VI, SECTION A, LINE 2 WILLIAM AYYAD AND ROBERTO WALZ - BUSINESS RELATIONSHIP. 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 VIA EMAIL AND IS GIVEN A WEEK TO REVIEW, ASK ANY QUESTIONS, AND SUBMIT ANY COMMENTS. FORM 990, PART VI, SECTION B, LINE 12C THE COMMITTEE ON TRUSTEES ISSUES A QUESTIONNAIRE ANNUALLY WHICH ASKS EACH TRUSTEE IF THEY HAVE HAVE 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 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 NAIS WHICH LISTS THE SALARIES OF HEADS OF SCHOOL AND FINANCIAL DIRECTORS OF FIVE SIMILAR PRIVATE SCHOOLS IN THE WESTERN UNITED STATES. AFTER REVIEW AND DOCUMENTATION OF THE SALARIES, THE COMMITTEE ON TRUSTEES RECOMMENDS THE NEXT YEAR'S ANNUAL SALARY FOR THE CO-HEADS OF SCHOOL AND CHIEF FINANCIAL AND OPERATIONS OFFICER. A BOARD DISCUSSION AND VOTE TO APPROVE IS THEN TAKEN. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE HOUSED IN THE OFFICE OF THE CHIEF FINANCIAL AND OPERATIONS OFFICER. THE SCHOOL RESPONDS TO ALL REQUESTS FOR THE DOCUMENTATION BY EITHER EMAIL OR ON-SITE VIEWING.