2013-04-29T13:58:02-05:00 2012-06-30 410746749 CLIFTONLARSONALLEN LLP 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2011-07-01 391889441 CRESTVIEW ACADEMY INC CRES 7158352275 1519 PETERSON AVENUE EAU CLAIRE WI 54703 MARGARET WALDHART-LARSEN 7158352275 2013-04-15 1 XIAOYAN LUO P01305207 6123764500 2011 2016-03-07 17:11:31Z MARGARET WALDHART-LARSEN 1519 PETERSON AVENUE EAU CLAIRE WI 54703 3098575 0 X WWW.CRESTVIEWACADEMY.COM X 1997 WI OPERATING A K-8 SCHOOL PROVIDING EDUCATION TO A REGULARLY ENROLLED STUDENT BODY OF 206 STUDENTS. 3 0 27 75 0 0 1358792 2102120 431784 468027 175547 175428 20634 41406 1986757 2786981 34220 35528 0 0 854561 938607 0 0 0 349698 363203 1238479 1337338 748278 1449643 8379390 9777354 284224 249505 8095166 9527849 X OUR MISSION IS "THAT ALL STUDENTS WILL REACH THEIR POTENTIAL, BOTH ACADEMICALLY AND MORALLY." OUR GOAL IS TO EDUCATE CHILDREN TO BECOME SUCCESSFUL, PRODUCTIVE, AND INDEPENDENT MEMBERS OF A FREE SOCIETY--TO PREPARE STUDENTS TO ACCEPT THE PRIVILEGES AND RESPONSIBILITIES OF CITIZENSHIP IN A DEMOCRATIC COUNTRY. OUR MISSION ALSO INCLUDES SUPPORTING FAMILIES IN THEIR JOURNEY OF RAISING CHILDREN WHO HAVE A STRONG FAITH IN THEIR CREATOR AND SAVIOR. 0 0 1127416 35528 468027 DURING THE 2011-2012 FISCAL YEAR AND SCHOOL YEAR, CRESTVIEW ACADEMY, INC. OPERATED A SCHOOL THAT PROVIDED EDUCATION TO 206 STUDENTS COMING FROM 143 FAMILIES. 1127416 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 4 0 27 1 0 0 0 0 0 0 0 0 0 0 X 3 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X KIM THOMAS 7158558600 1218 MCCANN DRIVE ALTOONA WI 54720 X MARGARET WALDHART-LARSEN 15.00 X X 0 74109 27512 ARNIE PROKOTT 40.00 X X 53898 0 27177 BEVERLY CHILDS 15.00 X 0 52744 4227 53898 126853 58916 0 0 0 0 0 76 2102044 2102120 TUITION AND FEES 611110 468027 468027 468027 175428 175428 352170 76 311594 40576 40576 MISCELLANEOUS 611110 830 830 830 2786981 468027 0 216834 35528 35528 87504 45108 42396 584435 537443 46992 12860 12860 223494 203885 19609 30314 26676 3638 86 86 3198 3198 62751 62751 24605 21652 2953 2943 2943 6983 6145 838 2311 2034 277 94868 83484 11384 777 684 93 2131 1875 256 50388 44341 6047 16972 14935 2037 CLASSROOM MATERIALS 55783 55783 SERVICE AND REPAIRS 31004 27283 3721 ASSESSMENT 5395 4748 647 TRAINING 2519 2519 489 433 56 1337338 1127416 209922 0 35817 50521 811537 760812 2658 10625 0 10025 15549 16875 1893811 830108 1092462 1063703 3085625 3813764 3335742 4051029 8379390 9777354 134236 130185 41523 33474 108465 85846 284224 249505 X 8094244 9526927 922 922 8095166 9527849 8379390 9777354 X 1449643 -16960 X 0 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 992 922 992 992 992 992 772 150 922 0.00000 0.00000 1.00000 0 0 40000 40000 1604895 593013 1011882 248916 237095 11821 1063703 BOND ACCOUNT 4051029 4051029 ASSISTANCE FUND 85496 PLAYGROUND FUND 350 85846 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE ENDOWMENT FUND WAS ESTABLISHED TO COLLECT FUNDS THAT CAN BE INVESTED TO PROVIDE EARNINGS FOR OPERATIONS THAT CAN REDUCE OR ELIMINATE THE NEED FOR CONTRIBUTIONS AT SOME POINT IN THE FUTURE. 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 ALL ADVERTISING AND BROCHURES INCLUDE THE SCHOOL'S NONDISCRIMINATORY POLICIES. THE APPLICATION MATERIALS ON THE SCHOOL'S WEBSITE ALSO INCLUDE THESE POLICIES. SCRIP PROGRAM 336584 336584 310345 LION CARD 14374 14374 545 350958 350958 310890 310890 40068 1 TUITION ASSITANCE 14 35528 N/A N/A PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: CRESTVIEW ACADEMY PROVIDES TUITION ASSISTANCE TO STUDENTS BASED ON INCOME LEVEL. 14 STUDENTS FROM 9 FAMILIES RECEIEVED TUTION ASSISTANCE DURING THE 2011-2012 SCHOOL YEAR. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS DISTRIBUTED TO THE BOARD VIA PAPER COPY TO REVIEW FOR ACCURACY. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS AND SCHOOL MANAGER ARE COVERED UNDER THE CONFLICT OF INTEREST POLICY THAT THEY REVIEW ANNUALLY. IF ANY CONFLICT ARISES, THE CONFLICT WOULD BE REVIEWED BY THE HUMAN RESOURCES COORDINATOR AND THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS DETERMINES WHETHER A CONFLICT EXISTS AND WHETHER OR NOT TO ENTER INTO THE TRANSACTION AND WHETHER ANY DISCIPLINARY ACTION IS APPROPRIATE. ANYONE INVOLVED IN THE CONFLICT IS NOT ALLOWED TO BE PRESENT FOR THE DISCUSSION OR VOTE. ALL PROCEEDINGS RELATED TO CONFLICTS OF INTEREST ARE DOCUMENTED IN THE MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 15A THE SCHOOL USES A COMPENSATION CONSULTING FIRM TO CREATE A MARKET-BASED SALARY STRUCTURE BASED ON MARKET SKILL SETS. RANGES ARE SET FOR EACH LEVEL BASED ON MARKET DATA AND JOB DESCRIPTIONS. THE SCHOOL'S MANAGER PAY IS SET BY THE BOARD OF DIRECTORS BASED ON SKILL SETS, EXPERIENCE, AND PERFORMANCE. THE PAY IS REVIEWED ANNUALLY. OTHER OFFICERS ARE NOT COMPENSATED FOR THEIR SERVICE ON THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. EXPLANATION FOR HOURS WORKED FORM 990, PART VII, SECTION A MARGARET WALDHART-LARSEN AND BEVERLY CHILDS ARE ON THE BOARD OF DIRECTORS OF THE RELATED ORGANIZATION, NATIONAL BUSINESS INSTITUTE, INC. AS WELL AS ON THE BOARD OF DIRECTORS OF CRESTVIEW ACADEMY, INC. MARGARET WALDHART-LARSEN AND BEVERLY CHILDS SPEND AN AVERAGE OF 15 HOURS PER WEEK DEVOTED TO CRESTVIEW ACADEMY, INC. AND FIVE HOURS PER WEEK DEVOTED TO NATIONAL BUSINESS INSTITUTE, INC. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -16,960. NBI INC 1218 MCCANN DRIVE ALTOONA WI 54720 391768861 EDUCATIONAL SEMINARS WI 501(C)(3) LINE 9 N/A 0 0 0 1 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0