2014-05-15T11:36:53-05:00 2013-06-30 954749365 STANISLAWSKI & HARRISON CPAS 301 N LAKE AVE SUITE 900 PASADENA CA 91101 990 2012-07-01 330729698 SAGE HILL SCHOOL SAGE 9492191310 20402 NEWPORT COAST DRIVE NEWPORT COAST CA 92657 GORDON MCNEILL 9492191312 2014-05-14 1 ALAN HARRISON P00157337 6267933600 2014-05-14 2012 2015-11-30 17:44:51Z GORDON MCNEILL 20402 NEWPORT COAST DRIVE NEWPORT COAST CA 92657 24830737 0 X WWW.SAGEHILLSCHOOL.ORG X 1996 CA A PRIVATE COED HIGH SCHOOL THAT INSPIRES IN THEIR STUDENTS A LOVE OF KNOWLEDGE. 27 27 165 300 0 0 4590502 9361597 13466806 14690138 594572 520079 -1875 112147 18650005 24683961 1781320 1856379 0 0 7963107 9007468 0 0 908954 6310320 8621223 16054747 19485070 2595258 5198891 82781386 89515122 29227160 30155224 53554226 59359898 X WE INSPIRE IN OUR STUDENTS A LOVE OF KNOWLEDGE AND THE ABILITY TO USE THAT KNOWLEDGE CREATIVELY, COMPASSIONATELY AND COURAGEOUSLY THROUGHOUT THEIR LIVES.SAGE HILL SCHOOL'S COMMITMENT TO ACADEMIC EXCELLENCE, OUR OUTSTANDING COLLEGE PREPARATION, AND OUR UNWAVERING DEDICATION TO A PUBLIC PURPOSE HAVE PROVIDED A TRANSFORMATIVE EXPERIENCE FOR OUR STUDENTS. ACADEMIC EXCELLENCE - SAGE HILL OFFERS A RIGOROUS, COMPREHENSIVE CURRICULUM THAT CHALLENGES AND INSPIRES STUDENTS TO TAKE RISKS, THINK CRITICALLY, AND USE WHAT THEY LEARN IN CLASS IN THE WORLD BEYOND OUR CAMPUS. OUR WORLD-CLASS EDUCATORS TEACH CLASSES THAT AVERAGE FIFTEEN STUDENTS AND FOSTER CURIOSITY, DISCOVERY, AND A PASSION FOR LEARNING. 0 0 14660003 1856379 14690138 NONDENOMINATIONAL HIGH SCHOOL WITH A CURRENT ENROLLMENT OF APPROXIMATELY 460 STUDENTS. EVERY SCHOOL PROGRAM EMPHASIZES RESPECT, A COMMITMENT TO OTHERS, AND A SENSE OF COMMUNITY. IN ADDITION TO SAGE HILL'S EXEMPLARY ACADEMIC PROGRAM, THE SCHOOL'S STRONG OFFERINGS IN ATHLETICS, SERVICE LEARNING, AND ARTS GIVE EVERY STUDENT THE OPPORTUNITY TO EXPLORE THEIR EXTRACURRICULAR PASSIONS. SAGE HILL SCHOOL'S PROGRAM EMBRACES A PUBLIC PURPOSE THAT EXTENDS BEYOND ITS CAMPUS, AND INVOLVES EVERY STUDENT AND TEACHER AT THE SCHOOL, WHO ENGAGE WITH OUR LOCAL AND GLOBAL COMMUNITIES, BROADENING THEIR LEARNING EXPERIENCE BEYOND THE CLASSROOM AND DISCOVERING OPPORTUNITIES TO SERVE WITH COMPASSION AND CONVICTION. 14660003 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 1 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 68 1 1 165 1 0 0 0 0 0 0 0 0 0 0 X 27 27 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 1 1 0 CA X GORDON MCNEILL 9492190100 20402 NEWPORT COAST DRIVE NEWPORT COAST CA 92657 TRALANCE ADDY 1.00 X 0 0 0 MIKE BOLEN 1.00 X 0 0 0 VICKI U BOOTH 1.00 X X 0 0 0 DIANNA BOULOS 1.00 X 0 0 0 ROSHANTHA CHANDRARATNA 1.00 X 0 0 0 JIM CHIBOUCAS 1.00 X 0 0 0 MARK DANNER 1.00 X 0 0 0 DAVID DULL 1.00 X X 0 0 0 ANDRA GREENE ELLINGSON 1.00 X 0 0 0 TRACY FRIEDMANN 1.00 X 0 0 0 RICHARD A GADBOIS III 1.00 X 0 0 0 MADELINE GORDON 1.00 X 0 0 0 JANET HADLEY 1.00 X 0 0 0 JOHN S HAGESTAD 1.00 X 0 0 0 RANDY HEYLER 1.00 X 0 0 0 DOUGLAS HODGE 1.00 X 0 0 0 PAUL KIM 1.00 X 0 0 0 JUAN FRANCISCO LARA 1.00 X 0 0 0 JOEL K LIPMAN MD 1.00 X 0 0 0 CHRISTY MARLIN 1.00 X X 0 0 0 MARK MURRAY 1.00 X 0 0 0 DOUGLAS C NEFF 1.00 X 0 0 0 MICHAEL D RAY 1.00 X 0 0 0 DONALD ROBERT 1.00 X 0 0 0 TOYO SHIMANO 1.00 X 0 0 0 KAREN THORP 1.00 X 0 0 0 LARRY WARD 1.00 X X 0 0 0 GORDON MCNEILL 40.00 X 330064 0 34337 DIANE H SHANK 40.00 X 270195 0 17534 PATRICIA MERZ 40.00 X 178440 0 12713 ELAINE MIJALIS 40.00 X 145427 0 12352 SHOSHANA GRAMMER 40.00 X 145773 0 34500 JASON GREGORY 40.00 X 129240 0 14954 JON POFFENBERGER 40.00 X 111810 0 10426 1310949 0 136816 16 0 1 0 STEINBERG ARCHITECTS 60 PIERCE AVENUE SAN JOSE CA 95110 ARCHITECT SERVICES 640977 PARK WEST SPORTS SYSTEMS 22421 GILBERTO SUITE A RANCHO SANTA MARGARITA CA 92688 INSTALLATION OF TURF FIELD 352690 BAYSIDE SERVICES INC 20250 ACACIA STREET SUITE 250 NEWPORT BEACH CA 92660 CUSTODIAL SERVICES 319246 O'LEARY 5000 BIRCH STREET SUITE 1000 NEWPORT BEACH CA 92660 MARKETING CONSULTANTS 277801 AMS PAVING 11060 ROSE AVE FONTANA CA 92337 PAVING CONTRACTORS 162235 7 362498 8999099 1737107 9361597 TUITION AND FEES 611710 14166400 14166400 SUMMER AND AUX PROGRAMS 611710 484828 484828 APPLICATION FEES 611710 25600 25600 FORFEITED TUITION 611710 13310 13310 14690138 520079 520079 15176 0 15176 15176 15176 142472 362498 146776 -4304 -4304 OTHER INCOME 900099 58200 58200 PARENT ASSOCIATION ACTIVITIES 900099 43075 43075 101275 24683961 14690138 0 632226 1856379 1856379 741146 112209 426962 201975 6911719 5165813 1474115 271791 309364 233749 62025 13590 468117 290874 136381 40862 577122 424532 124560 28030 107976 107976 959558 781904 81787 95867 190549 190549 854112 497134 267661 89317 159658 99 159559 314353 292298 18912 3143 107776 106624 1016 136 64756 21103 37323 6330 892379 892379 2280185 2120572 136811 22802 256826 211736 43089 2001 ACADEMIC SUPPORT 331122 331122 SUMMER AND AUX PROGRAMS 292642 292642 ATHLETICS 213931 213931 PUBLIC RELATIONS 209149 42376 33773 133000 1386251 772527 613614 110 19485070 14660003 3916113 908954 6353067 4108160 5492250 11487546 2694551 4023050 9233 36052 155077 93148 86168 127575 72088870 14295996 56880749 57792874 9885363 10984499 658208 766260 566720 95958 82781386 89515122 697833 801444 7549327 8373780 20980000 20980000 29227160 30155224 X 48822574 50551796 3755452 7284807 976200 1523295 53554226 59359898 82781386 89515122 5198891 606781 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10931820 631343 1122074 418000 12267237 10976657 76978 290685 412500 10931820 9153676 542898 1594207 314124 10976657 8243025 982618 -71967 9153676 6780707 1490582 198654 226918 8243025 0.87170 0.12420 0.00410 0 0 20128606 20128606 47419010 11121604 36297406 3486163 3021412 464751 1055091 152980 902111 57792874 X 23166647 606781 -2149021 -1542240 24708887 -24927 -24927 24683960 17360975 24927 24927 17336048 2149021 2149021 19485069 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE INTENDED USE OF ENDOWMENT FUNDS ARE FOR FINANCIAL AID, FACULTY PROFESSIONAL DEVELOPMENT, AND OPERATIONS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE SCHOOL HAS BEEN GRANTED EXEMPTION FROM INCOME TAX UNDER SECTIONS 501(C)(3) OF THE INTERNAL REVENUE CODE AND 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES PROVIDE ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ORGANIZATION IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES ALL OF THE POSITIONS TAKEN BY THE SCHOOL ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. THE RETURNS ARE SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES GENERALLY THREE AND FOUR YEARS, RESPECTIVELY, AFTER THEY ARE FILED. PART XII, LINE 2D , AND PART XIII, LINE 4B FINANCIAL AID - $1,856,379 SUMMER AND AUX PROGRAMS EXPENSE - $292,642 PART XII, LINE 4B, AND PART XIII, LINE 2D MULTI-CULTURAL FAIR EXPENSES - $24,927 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 SCHOOL PUBLISHES A NOTICE OF THE NONDISCRIMINATORY POLICY IN THE LOS ANGELES TIMES ANNUALLY. CENTRAL AMERICA AND THE CARIBBEAN - 0 0 INVESTMENTS 332849 0 0 0 0 0 0 332849 0 332849 0 0 0 0 1 0 PART IV, LINE 5, OWNERSHIP INTEREST IN FOREIGN PARTNERSHIP: THE SCHOOL HAS A GIFTED INTEREST IN A FOREIGN PARTNERSHIP. SPRING EVENT 432318 331818 100500 1338 30407 9490 61361 MULTI-CULTURAL FAIR 28542 28542 13836 4782 6309 1 44110 30680 13430 11924 7329 504970 362498 142472 1338 56167 14272 74999 146776 -4304 1 FINANCIAL AID 67 1856379 FMV FINANCIAL AID PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: ON A NON-DISCRIMINATORY BASIS, THE FINANCIAL AID COMMITTEE DETERMINES THE ALLOCATION OF THE AWARD BASED ON NEED, UTILIZING DATA FROM A THIRD-PARTY FINANCIAL AID SERVICE. THE LIST OF STUDENTS RECEIVING FINANCIAL AID IS GIVEN TO THE BUSINESS OFFICE WHERE THE TUITION BILLING IS PROCESSED. X X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 GORDON MCNEILL 276025 0 0 0 54039 0 12500 0 22611 0 365175 0 0 0 DIANE H SHANK 267666 0 0 0 2529 0 12500 0 5406 0 288101 0 0 0 PATRICIA MERZ 157556 0 20000 0 884 0 8102 0 4836 0 191378 0 0 0 ELAINE MIJALIS 144203 0 0 0 1224 0 7318 0 5237 0 157982 0 0 0 SHOSHANA GRAMMER 141300 0 3500 0 973 0 7140 0 27557 0 180470 0 0 0 PART I, LINE 1A THE HEAD OF SCHOOL RECEIVES A MONTHLY TAXABLE STIPEND FOR HOUSING AND AUTO AS STATED IN HIS EMPLOYMENT AGREEMENT. SUPPLEMENTAL INFORMATION PART III PART II, COLUMN (B): FOR CLARIFICATION, THE TOTAL OF COLUMN B REFLECTS W-2 WAGES FOR THE 2012 CALENDAR YEAR. SUPPLEMENTAL INFORMATION PART III PART II, COLUMN (D): INCLUDED IN NONTAXABLE BENEFITS ARE: HEALTH INSURANCE PREMIUMS AND TUITION REMISSION. A CA INFRASTRUCTURE & ECONOMIC DEVELOPMENT BANK 630304653 13033W6R9 2010-12-20 20822650 TO REFINANCE THE BONDS ISSUED IN 2008. 0 1 0 A 20822650 19500000 374870 947780 2009 0 1 1 1 A 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 A 0 X 9 1737107 FAIR MARKET VALUE 0 1 1 THIRD PARTY USE: PART I, LINE 32B: ALL STOCK GIFTS DONATED TO THE SCHOOL ARE SENT DIRECTLY TO THE SCHOOL'S BROKER WITH INSTRUCTIONS TO SELL IMMEDIATELY. CONTINUATION OF FORM 990 PART III: LINE 1 FORM 990, PART III, LINE 1 COLLEGE COUNSELING - THANKS TO A 38-TO-ONE STUDENT TO COUNSELOR RATIO, OUR EXPERIENCED TEAM OF COLLEGE COUNSELORS WORKS CLOSELY WITH EACH STUDENT TO ENSURE THAT THE COLLEGE ADMISSIONS PROCESS IS AN EXERCISE IN INTROSPECTION, INDEPENDENT THINKING, AND INFORMED DECISION MAKING. EACH STUDENT RECEIVES HIGHLY PERSONALIZED GUIDANCE TO FIND THE BEST COLLEGE FIT, AND SAGE HILL GRADUATES GO ON TO THRIVE AT TOP INSTITUTIONS OF HIGHER LEARNING. NINTH GRADE EXPERIENCE - OUR UNIQUE PROGRAM FEATURES CURRICULA DESIGNED TO EDUCATE, INSPIRE AND CHALLENGE THE WHOLE STUDENT. IN ADDITION, A CLOSE PARTNERSHIP BRINGS TOGETHER THE STUDENT, FAMILY, AND SCHOOL THROUGH OPEN COMMUNICATION AND MUTUAL SUPPORT TO ENSURE A SUCCESSFUL TRANSITION FROM MIDDLE SCHOOL TO HIGH SCHOOL. COMMUNITY - SAGE HILL WELCOMES, CELEBRATES, AND NURTURES EACH STUDENT'S INDIVIDUAL STRENGTHS AND PASSIONS. FROM ATHLETICS TO THE ARTS, CLUBS TO STUDENT GOVERNMENT, STUDENTS ENJOY MYRIAD OPPORTUNITIES TO ENGAGE WITH AND SERVE AS LEADERS IN THE SCHOOL COMMUNITY. PUBLIC PURPOSE - OUR PUBLIC PURPOSE ENCOURAGES STUDENTS TO ENGAGE WITH THE WORLD BEYOND SAGE HILL. THROUGH A SERVICE LEARNING PROGRAM THAT IS FULLY INTEGRATED INTO THE CURRICULUM, AND THROUGH INITIATIVES SUCH AS THE GLOBAL EXPERIENCE, OUR ASSEMBLY SERIES, AND SPRING AT SAGE, STUDENTS ARE EXPOSED TO NEW IDEAS AND APPLY THEIR KNOWLEDGE AS COMPASSIONATE, COURAGEOUS CITIZENS OF A GLOBAL COMMUNITY. FORM 990, PART VI, SECTION A, LINE 8B THE GOVERNANCE COMMITTEE OF THE BOARD HAS UNDERTAKEN A PROJECT TO REVIEW AND UPDATE THE CHARTERS OF ALL BOARD COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11 PRIOR TO FILING, A DRAFT OF THE 990, WITHOUT SCHEDULE B, IS REVIEWED WITH THE MEMBERS OF THE AUDIT COMMITTEE, THE CHAIR OF THE FINANCE COMMITTEE AND THE CHAIR OF THE BOARD OF TRUSTEES. A DRAFT OF THE FORM 990, WITHOUT SCHEDULE B, IS ALSO CIRCULATED TO ALL TRUSTEES FOR THEIR REVIEW PRIOR TO FILING. IN ADDITION, AND ALSO PRIOR TO FILING, THE CHAIR AND VICE CHAIR OF THE BOARD IS GIVEN A COMPLETE COPY OF THE FORM 990 TO REVIEW, INCLUDING SCHEDULE B. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, EACH BOARD MEMBER SIGNS THE CONFLICT OF INTEREST POLICY AGREEING THAT THEY HAVE RECEIVED AND UNDERSTAND THE POLICY. THEY ALSO SIGN THE SUPPLEMENT TO THE CONFLICT OF INTEREST POLICY THAT ADDRESSES AND DISCLOSES ISSUES OF RELATED PARTY TRANSACTIONS. THIS IS NORMALLY DOCUMENTED AT THE FIRST BOARD MEETING OF THE YEAR. FORM 990, PART VI, SECTION B, LINE 15 THE SCHOOL HAS A COMPENSATION COMMITTEE MADE UP OF TRUSTEES. THE COMMITTEE MEETS AT LEAST ANNUALLY TO DISCUSS AND APPROVE THE COMPENSATION PACKAGES OF THE HEAD OF SCHOOL AND ANY OTHER SCHOOL OFFICERS WHOSE COMPENSATION MUST ALSO BE REPORTED IN SCHEDULE J. COMPARABILITY DATA FROM THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOL'S DATABASE IS CIRCULATED TO THE COMMITTEE PRIOR TO THE REVIEW MEETING AND IS DISCUSSED AT THE MEETING. COMPARATIVE DATA GROUPS INCLUDE SIMILAR TYPE SCHOOLS (I.E., INDEPENDENT, NON-PROFIT, COED, DAY ONLY) AND SCHOOLS WITH SIMILAR NUMBERS OF STUDENTS AND OPERATING EXPENSES. MINUTES OF THE MEETING ARE KEPT IN THE BUSINESS OFFICE. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C THE SCHOOL HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND TAX RETURNS. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR.