2013-05-10T16:35:19-05:00 2012-06-30 954749365 STANISLAWSKI & HARRISON CPAS 301 N LAKE AVE SUITE 900 PASADENA CA 91101 990 2011-07-01 951862958 HIGHLAND HALL INC HIGH 8183491394 17100 SUPERIOR STREET NORTHRIDGE CA 91325 LYNN KERN 8183491394 2013-05-10 1 BARED DILACAR P00157338 6267933600 2013-05-10 2011 2016-02-24 21:20:13Z LYNN KERN 17100 SUPERIOR STREET NORTHRIDGE CA 91325 5476341 0 X WWW.HIGHLANDHALL.ORG X 1955 CA GUIDE STUDENTS FROM NURSERY AGE THROUGH HIGH SCHOOL IN THE UNIQUE WALDORF CURRICULUM. 8 5 106 200 0 0 215935 218688 6106398 5223326 12640 11934 24505 21226 6359478 5475174 725713 746366 0 0 4123442 3535101 0 0 70326 1866708 1136390 6715863 5417857 -356385 57317 6626630 6357186 2405137 2068972 4221493 4288214 X OUR MISSION IS TO GUIDE STUDENTS FROM NURSERY AGE THROUGH HIGH SCHOOL IN THE UNIQUE WALDORF CURRICULUM, STRIVING TO ENDOW EACH STUDENT WITH DISCERNMENT IN THOUGHT AND ACTION, A JOY OF LEARNING, AND A SENSE OF WONDER AND REVERENCE FOR LIFE.FOUNDED IN 1955, HIGHLAND HALL IS THE OLDEST WALDORF SCHOOL WEST OF THE MISSISSIPPI. FROM THE YOUNG CHILD'S IMAGINATIVE EXPERIENCES OF DISCOVERY AND PLAY IN OUR EARLY CHILDHOOD PROGRAM TO THE INTELLECTUAL CHALLENGES PRESENTED IN THE HIGH SCHOOL, LEARNING AT HIGHLAND HALL IS PURSUED WITH GENUINE DESIRE AND CURIOSITY. THROUGH A CURRICULUM OF ACADEMICALLY CHALLENGING LESSONS, INFUSED WITH THE ARTS AND INFORMED BY A UNIQUE UNDERSTANDING OF A CHILD'S DEVELOPMENTAL NEEDS -- THE HALLMARK OF WALDORF EDUCATION -- HIGHLAND HALL WALDORF SCHOOL EDUCATES ITS STUDENTS TO BECOME WELL-ROUNDED INDIVIDUALS CAPABLE OF BRINGING PURPOSE AND DIRECTION TO THEIR LIVES, READY TO THINK ON THEIR OWN, STAND FOR THEMSELVES AND ACT WITH EMPATHY TOWARD OTHERS. 0 0 4108512 746366 5223326 EDUCATE PRESCHOOL, ELEMENTARY, MIDDLE AND HIGH SCHOOL STUDENTS. IN 2011-12, GRADUATED A SENIOR CLASS OF 21 STUDENTS AND HAD 259 STUDENTS CONTINUE THEIR ELEMENTARY AND SECONDARY EDUCATION AT HIGHLAND HALL. 4108512 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 22 0 1 106 1 0 0 0 0 0 0 0 0 0 0 X 8 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 CA X LISA ALBERTS 8183491394 17100 SUPERIOR STREET NORTHRIDGE CA 91325 HASIB SALIEFENDIC 1.00 X X 0 0 0 JON GARDNER 1.00 X X 0 0 0 ROBYN SAMUELS 1.00 X X 0 0 0 LINDA KEEFER 1.00 X X 0 0 0 BRYAN UNGARD 1.00 X X 0 0 0 SARAH SCHULTZ 1.00 X 0 0 0 KAREN GRANT 40.00 X 56794 0 21747 LAURA FERRIS 40.00 X 60463 0 11255 LISA ALBERTS 40.00 X 43645 0 20381 LYNN KERN 40.00 X 21538 0 93 JAMES PEDROJA 40.00 X 75680 0 9128 258120 0 62604 0 0 0 0 0 550 218138 218688 TUITION AND FEES 611600 5223326 5223326 5223326 11934 11934 22393 550 1167 21226 21226 5475174 5223326 0 33160 746366 746366 113333 105641 7692 2315994 1799520 485757 30717 38646 28627 9408 611 854822 633208 208099 13515 212306 157265 51684 3357 22541 22541 50928 47822 3106 27957 20709 6806 442 214929 193436 19344 2149 10875 10875 20196 20196 103249 103249 166032 149429 14943 1660 85843 71700 13082 1061 BAD DEBT EXPENSE & OTHE 207746 207746 CLASS SUPPLIES/STUDENT 103963 103963 FACULTY & STAFF SUPPORT 78472 69636 8297 539 WRITE OFF OF PLEDGES RE 25077 25077 18582 333 12772 5477 5417857 4108512 1239019 70326 383054 184824 963950 964057 208787 149963 166053 267757 30474 12034 59613 51880 6938115 2629660 4412475 4308455 357088 378255 45136 39961 6626630 6357186 33883 104839 557369 255511 1813885 1708622 2405137 2068972 X 3083103 3166469 1138390 1121745 4221493 4288214 6626630 6357186 X 57317 9404 X X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 307799 307799 4232092 1472644 2759448 1200532 1126397 74135 1197692 30619 1167073 4308455 5475174 5417857 57317 9404 9404 66721 4716192 9404 -768386 -758982 5475174 0 5475174 4649471 0 4649471 768386 768386 5417857 PART XII, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID AWARDED TO ELIGIBLE STUDENTS -746,366. OTHER LOSS -22,020. PART XIII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID AWARDED TO ELIGIBLE STUDENTS 746,366. OTHER LOSS 22,020. 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION SCHEDULE E, PART I, LINE 3 THE SCHOOL HAS FUNDING LIMITATIONS, THEREFORE, THE SCHOOL INCLUDES A STATEMENT REGARDING ITS NON-DISCRIMINATORY POLICY IN THE PROMOTIONAL MATERIALS, THE SCHOOL'S WEB SITE AND IN ADVERTISEMENTS OF MAGAZINES WHICH ARE AVAILABLE TO THE GENERAL COMMUNITY IT SERVES. EXPLANATION OF DOCUMENT RETENTION SCHEDULE E, PART I, LINE 4 THE SCHOOL DID NOT MAINTAIN RECORDS INDICATING THE RACIAL COMPOSITION OF ITS FACULTY AND ADMINISTRATIVE STAFF. HOWEVER, STARTED IN FY 2011-12, THE SCHOOL MAINTAINS THE RACIAL COMPOSITION OF ITS STUDENT BODY. EXPLANATION OF RACIAL NONDISCRIMINATION COMPLIANCE SCHEDULE E, PART I, LINE 7 THE SCHOOL HAS FUNDING LIMITATIONS, THEREFORE, THE SCHOOL DOES NOT HAVE ITS RACIAL NON-DISCRIMINATORY POLICY PUBLICIZED IN A NEWSPAPER OF GENERAL CIRCULATION OR BROADCAST MEDIA WHICH WOULD MAKE THE POLICY KNOWN TO ALL SEGMENTS OF THE GENERAL COMMUNITY IT SERVES. FURTHER, THE SCHOOL DID NOT MAINTAIN RECORDS INDICATING THE RACIAL COMPOSITION OF ITS FACULTY AND ADMINISTRATIVE STAFF. DUE TO THE ABOVE REASONS, THE SCHOOL IS NOT IN COMPLIANCE OF THE SECTION 4.03 OF THE REV. PROC. 75-50, 1975-2 C.B. 587, THE RACIAL NONDISCRIMINATION REQUIREMENTS. UP PARENT TALENT SHOWCASE 22943 550 22393 205 110 852 22943 550 22393 205 110 852 1167 21226 1 TUITION ASSISTANCE/FINANCIAL AID 131 746356 FMV FINANCIAL AID PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: FOR THE TUITION ASSISTANCE GRANTS, FAMILIES MUST SUBMIT AN APPLICATION THROUGH A 3RD PARTY SERVICE, FACTS MANAGEMENT COMPANY, THAT ANALYZES THEIR INCOME AND ASSETS USING TAX RETURNS AND A QUESTIONNAIRE. A COMMITTEE THEN TAKES THE RESULTS OF THE ANALYSIS AND AWARDS TUITION ASSISTANCE GRANTS. THE FAMILIES WHO RECEIVE GRANTS THEN HAVE A CREDIT APPLIED DIRECTLY TO THEIR TUITION ACCOUNT AT THE SCHOOL. PERIODICALLY, THE DOCUMENTATION FROM THE TUITION ASSISTANCE COMMITTEE IS RECONCILED AGAINST THE GRANT CREDITS IN THE FINANCIAL SYSTEM. TRUSTEE TRUSTEE 9486 TUITION ASSISTANCE FORM 990, PART VI, SECTION B, LINE 11 THE BOARD OF TRUSTEES IS PROVIDED A COPY OF THE FORM 990 AND PERFORMS A REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF TRUSTEES PERFORMS AN INTERNAL REVIEW ANNUALLY WHEN THE BOARD MEMBERS ARE REINSTATED FOR ANOTHER YEAR OF SERVICE. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF TRUSTEES DETERMINES THE COMPENSATION OF THE ADMINISTRATIVE DIRECTOR. THEY CONSULTED WITH EXECUTIVE RECRUITERS (THIRD PARTY CONSULTANTS) AND WERE ADVISED THAT TO HIRE SOMEONE FROM THE OUTSIDE FOR THIS POSITION WOULD REQUIRE A SALARY INTO SIX FIGURES. AFTER DISCUSSION, THE BOARD DECIDED TO FILL THE POSITION FROM WITHIN WHICH WOULD COST LESS. THE DECISION WAS DOCUMENTED IN THE BOARD MINUTES. THE BUSINESS MANAGER AND OTHER EMPLOYEES' SALARIES ARE DETERMINED USING A SCALE TABLE BASED ON EXPERIENCE LEVELS, NUMBER OF YEARS SERVED, CREDENTIALS, ETC. FORM 990, PART VI, SECTION C, LINE 18 THE FORM 990 IS AVAILABLE UPON REQUEST AND ALSO AVAILABLE ON PUBLIC WEBSITE WWW.GUIDESTAR.ORG. THE SCHOOL IS EXEMPT FROM SUPPLYING ITS FORM 1023 TO ANYONE REQUESTING THIS DOCUMENT BECAUSE IT FILED ITS FORM 1023 BEFORE JULY 15, 1987 AND DID NOT RETAIN A COPY OF THE FORM. ACCORDING TO THE INSTRUCTIONS FROM THE IRS WEBSITE, AN ORGANIZATION THAT FILED ITS FORM 1023 APPLICATION BEFORE JULY 15, 1987, IS REQUIRED TO MAKE THE APPLICATION AVAILABLE ONLY IF IT HAD A COPY OF THE APPLICATION ON JULY 15, 1987. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. SUMMARIZED VERSIONS OF THE FINANCIAL STATEMENTS ARE ALSO AVAILABLE IN THE SCHOOL'S ANNUAL REPORT WHICH IS AVAILABLE ON THE SCHOOL'S WEBSITE. FORM 990, PART VI, LINES 13 AND 14: THE SCHOOL DOES NOT HAVE A WRITTEN WHISTLEBLOWER POLICY OR A DOCUMENT RETENTION POLICY IN FY 2011 - 2012 HOWEVER, THE SCHOOL IS IN THE PROCESS OF DEVELOPING AND ADOPTING THOSE POLICIES. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: UNREALIZED GAINS ON INVESTMENTS 9,404. TOTAL TO FORM 990, PART XI, LINE 5: 9,404. FORM 990, PART XI, LINE 2C: THE SCHOOL HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT AUDITOR.