2014-02-14T18:23:45-07:00 2013-06-30 770041441 Jue Yang Commercial Scientific Corp 1880 Century Park East Suite 1402 Los Angeles CA 90067 990 2012-07-01 951683864 Berkeley Hall School Foundation BERK 3104766421 16000 Mulholland Drive Los Angeles CA 900491196 Lisle Staley 3104766421 2014-02-13 1 Jue Yang P01458657 3102828398 2014-01-30 2012 2015-11-30 17:44:51Z Berkeley Hall School Lisle Staley Stigler 16000 Mulholland Drive Los Angeles CA 90049 6966084 0 X www.berkeleyhall.org X 1911 CA Berkeley Hall School's mission is to provide a well-rounded education to children from diverse backgrounds in grades Pre-K through 8, stressing not only academics, but also athletics, the arts, social development and responsible citizenship. The average enrollment of the school is 255 students over the past few years. 10 10 74 95 0 0 1103299 570594 5696170 5623202 -147391 88409 348014 480461 7000092 6762666 989434 1036978 0 0 3798355 3833066 0 0 459031 2057579 1926469 6845368 6796513 154724 -33847 14465848 14543430 6171213 6281902 8294635 8261528 Mission Statement: To develop active thinkers in a balanced learning environment that inspires children of diverse backgrounds to fulfill their unlimited, God-given potential. We educate children from Pre-K through 8th grade. 0 0 1241688 325200 1302853 Junior High school 1464489 315020 1634052 Intermediate School 1761656 329692 2035639 Primary School 455862 67066 552701 EARLY CHILD DEVELOP AND OTHERS 0 0 97956 Fees and student charges 455862 67066 650657 4923695 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 12 0 1 74 1 0 0 0 0 1 1 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 1 1 1 1 0 CA X Rick Peters 3104766421 16000 Mulholland Dr Los Angeles CA 90049 Margaret Andrews 2 0 X 0 0 0 Richard Larson 1 0 X 0 0 0 Doug McCormick 1 0 X 0 0 0 Christopher Lindgren 0 0 X 0 0 0 Bettina Duval 1 0 X 0 0 0 Howard Hoover 1 0 X 0 0 0 Erin Powell 1 0 X 0 0 0 Ruth Loeb 1 0 X 0 0 0 Randy McElvain 1 0 X 0 0 0 Richard Peters 2 0 X 0 0 0 Lisle Staley Stigler 50 0 X X 200000 0 0 Winifred Needham 45 0 X 97850 0 0 Richard Harper 45 0 X 102000 0 0 Malcolm Neale 45 0 X 102470 0 0 502320 0 0 3 0 1 0 0 0 0 187800 0 0 382794 0 570594 Tuition Revenue, Junior High 611600 1302853 1302853 0 0 Tuition Revenue, Intermediate 611600 1634052 1634052 0 0 Tuition revenue, Primary 611600 2035640 2035640 0 0 Tuition Revenue, Early Child Education 611600 552701 552701 0 0 Other fees and charges 611600 97956 97956 0 0 0 0 0 0 5623202 88409 88409 0 0 0 0 0 0 0 0 0 0 245057 0 0 0 245057 0 245057 245057 0 0 0 0 0 0 0 0 0 0 0 0 331724 128306 203418 128306 0 128306 0 0 0 0 0 0 0 0 0 0 0 0 107098 107098 0 0 107098 6762666 6063766 0 128306 0 0 1036978 1036978 0 0 0 0 502320 379850 122470 2841289 2130910 497547 212832 163332 112363 37717 13252 87661 55868 23527 8266 238464 160047 58029 20388 0 0 0 0 5925 0 5925 0 135164 28218 106946 0 0 0 0 0 0 0 29624 18879 7951 2794 36795 9763 15849 11183 191324 110695 58868 21761 67915 33361 33693 861 0 0 0 0 497030 413955 63542 19533 43353 39264 4089 0 0 0 0 0 91526 27306 47523 16697 176398 158758 15876 1764 0 0 0 0 416052 374446 37445 4161 107412 96671 9667 1074 Outdoor Education 29231 29231 0 0 General Academic & wards 87398 84490 2152 756 Bank Charges 3479 0 2609 870 Bad Debt & Mics. 7843 2492 4982 369 6796513 4923695 1413787 459031 557906 737022 1032887 1451850 1006373 863309 34235 62007 40140 44151 17823983 8329225 9836310 9494758 1888045 1890333 69952 14465848 14543430 442994 464208 2061955 2251127 3536903 3454830 129361 111737 6171213 6281902 X 5622353 5644403 1528479 1472583 1143803 1144542 8294635 8261528 14465848 14543430 -33847 0 0 0 740 0 X 1 X 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1665909 208402 51897 0 124145 12500 1789563 1677304 77737 -27384 0 49248 12500 1665909 1502295 187509 0 0 0 12500 1677304 1395313 119482 0 0 0 12500 1502295 2590375 833015 -208563 0 1807014 12500 1395313 0.29 0.64 0.07 1 0 2481475 0 2481475 13530625 0 6702404 6828221 138438 0 111047 27391 1673445 0 1515774 157671 0 0 0 0 9494758 0 Capital Lease Obligation 10970 Payable to beneficiaries of split interest agmt 100767 111737 6762666 0 0 0 0 0 6762666 0 0 0 6762666 6796513 0 0 0 0 0 6796513 0 0 0 6796513 SchD_P05_S00_L04 Schedule D, Part V, Line 4 To provide sustaining interest income for the School. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SchE_P01_S00_L03 Schedule E, Part I, Line 3 Notice of our nondiscriminatory policy is published annually in the Los Angeles Times and Daily News newspapers. BHS families come from many religious, racial, ethnic, cultural, and economically diverse backgrounds. We believe diversity is crucial to a balanced learning environment and we actively reflect that belief in our enrollment and education. Gala Auction 431113 159050 272063 0 0 0 49305 7888 66943 Country Fair 88411 28750 59661 0 0 34773 9317 600 34592 0 519524 187800 331724 0 0 34773 58622 8488 101535 203418 128306 1 Student Tuition Financial Aid Grant 69 0 897778 FMV Tuition discounts Faculty/Staff's Student Tuition Remission 14 0 138300 FMV Faculty/Staff's Student Tuition Remission Student academic awards 2 0 900 FMV Scholarship SchI_P01_S00_L02 Schedule I, Part I, Line 2 Berkeley Hall School offers financial aid to two groups. The first is need-based aid which is based on a family's income and their ability to pay tuition. The second form of aid is Faculty and Staff tuition remission which is an automatic 50% discount. 0 0 0 0 0 0 0 0 0 Lisle Staley Stigler 200000 0 0 0 0 0 0 0 0 0 200000 0 0 0 Winifred Needham 97850 0 0 0 0 0 6720 0 0 0 104570 0 0 0 Malcolm Neale 102470 0 0 0 0 0 7086 0 0 0 109556 0 0 0 Richard Harper 102000 0 0 0 0 0 3107 0 0 0 105107 0 0 0 Winnie Needham Assistant Head 34600 Financial aid and tuition remission Tuition assistance Chris Lindgren Trustee 29120 Financial aid Tuition assistance Richard Peters Trustee 25630 Financial aid Tuition assistance F990_P06_S0B_L11b Form 990, Part VI, Section B, Line 11b The form 990 initial review is completed by the business office and head of school, with the assistance of a CPA. Then the completed 990 is sent to all Trustees for final review. Once the Trustee review is completed, the 990 is filed. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c Due to the small size of the organization, any conflict of interest would be known to management and the Board. Several years ago, the Board enforced compliance when a Trustee's family member became a service vendor to the School. The Trustee was required to resign from the Board. Three years ago, the Chairman of the Board resigned when his in-law became a candidate for Head of School. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 The Board determines the salary and compensation for the Head of School and the Chief Operating Officer based on historical salaries and comparable compensation for similar schools. The last time this process was undertaken was in June of 2013. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 Documents are provided upon request.