2013-03-14T12:28:39-05:00 2012-06-30 954749365 STANISLAWSKI & HARRISON CPAS 301 N LAKE AVE SUITE 900 PASADENA CA 91101 990 2011-07-01 954064778 CRESTVIEW PREPARATORY SCHOOL CRES 8189520925 140 FOOTHILL BLVD LA CANADA CA 91011 MARIE KIDD 8189520925 2013-03-13 1 ALAN HARRISON P00157337 6267933600 2013-03-13 2011 2016-03-07 17:11:31Z MARIE KIDD 140 FOOTHILL BLVD LA CANADA CA 91011 4230367 0 X WWW.CRESTVIEWPREP.ORG X 1986 CA A COEDUCATIONAL DAY SCHOOL PROVIDING EDUCATION FOR STUDENTS FROM K-6 GRADES. 13 12 64 120 0 0 360202 304926 3805882 3849743 21608 10621 -59697 -31225 4127995 4134065 185300 210475 0 0 2924522 2813269 0 0 200691 1255306 1131634 4365128 4155378 -237133 -21313 2987291 2677719 648856 360597 2338435 2317122 X SEE CONTINUATION ON SCHEDULE O - THE SCHOOL BLENDS ACADEMIC EXCELLENCE WITH A HEALTHY RESPECT FOR CHILDHOOD, INSPIRING STUDENTS TO DISCOVER THEIR UNIQUE TALENTS AND DEVELOP THE INTELLECTUAL SKILLS AND CHARACTER TO EMBRACE CHALLENGES WITH COURAGE AND CONFIDENCE. THE SCHOOL MAINTAINS A LEARNING ENVIRONMENT THAT ENSURES TEACHERS WILL KNOW AND UNDERSTAND THE UNIQUE QUALITIES OF EACH CHILD IN ORDER TO PROVIDE APPROPRIATELY CHALLENGING INSTRUCTION AND EXPERIENCES TO CULTIVATE THEIR STUDENTS' TALENTS, DEVELOP THEIR INTELLECTUAL SKILLS, AND ENCOURAGE CURIOSITY AND DISCOVERY. THE SCHOOL BUILDS ON A CULTURE OF INCLUSION AND INVOLVEMENT TO ACTIVELY ENGAGE CURRENT PARENTS, ALUMNI AND OTHER FRIENDS OF THE SCHOOL. 0 0 3016103 210475 3849743 THE SCHOOL PROVIDED AN ENHANCED ACADEMIC PROGRAM TO 232 STUDENTS IN KINDERGARTEN THROUGH 6TH GRADE. A TOTAL OF 35 STUDENTS GRADUATED TO MATRICULATE AT A VARIETY OF CHALLENGING COLLEGE PREPARATORY SCHOOLS IN THE GREATER PASADENA AND LOS ANGELES AREAS. 3016103 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 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 1 64 1 0 0 0 0 0 1 1 0 0 0 0 X 13 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X CYNTHIA RIGNEY 8189520925 140 FOOTHILL BLVD LA CANADA CA 91011 PAPANIKOLAS DEMETRIOS 1.00 X X 0 0 0 SARMA SRINIVAS 1.00 X X 0 0 0 LAU ALBERT 1.00 X X 0 0 0 BERNARDI ARMAN 1.00 X 0 0 0 BOUTON DANA 1.00 X 0 0 0 FAUVRE MARY 1.00 X 0 0 0 LEE JAY 1.00 X 0 0 0 LEVY ROBERT 1.00 X 0 0 0 SCHLOESSMANN JENNIFER 1.00 X 0 0 0 SPARTIN STEVEN 1.00 X 0 0 0 THOMAS TRACY 1.00 X 0 0 0 VAUGHN WENDELL 1.00 X 0 0 0 WU KELLY 1.00 X 0 0 0 KIDD MARIE 40.00 X 230932 0 24647 RIGNEY CYNTHIA 40.00 X 109969 0 14125 CHONG SHIRLEY 40.00 X 106591 0 19491 447492 0 58263 3 0 1 0 0 127090 177836 304926 TUITION AND FEES 611600 3531079 3531079 AUXILIARY ACTIVITIES 611710 203504 203504 SUMMER SCHOOL 611710 115160 115160 3849743 10621 10621 65077 127090 96302 -31225 -31225 4134065 3849743 0 -20604 210475 210475 524822 157400 367422 1851811 1470773 252942 128096 109027 89103 10276 9648 147755 110310 29639 7806 179854 124818 45095 9941 9385 9385 17677 17677 1961 1569 392 61989 25625 29533 6831 38144 26701 11443 483922 387273 86984 9665 2811 562 1968 281 25636 1220 23806 610 114899 91919 20682 2298 60643 48514 10916 1213 INSTRUCTIONAL EXPENSES 222795 222795 BAD DEBTS 40734 40734 DEVELOPMENT EXPENSES 22192 22192 SCHOOL EVENTS 9172 4180 4254 738 19674 3701 14993 980 4155378 3016103 938584 200691 124724 1442389 1881087 474553 7465 3000 39658 41625 131730 26730 57732 27742 2116158 1464163 735210 651995 9685 9685 2987291 2677719 285371 39708 353800 311204 9685 9685 648856 360597 X 2171216 2146476 9350 10377 157869 160269 2338435 2317122 2987291 2677719 -21313 0 X X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 167219 2400 1027 170646 165903 1316 167219 164332 1571 165903 162797 1535 164332 0.93910 0.06090 0 0 1007817 491360 516457 1108341 972803 135538 651995 DEFERRED COMPENSATION - 457(B) PLAN 9685 9685 4134065 4155378 -21313 -21313 3923590 -210475 -210475 4134065 0 4134065 3944903 0 3944903 210475 210475 4155378 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE SCHOOL'S ENDOWMENT PRINCIPALLY CONSISTS OF A SINGLE DONOR-RESTRICTED FUND ESTABLISHED FOR TECHNOLOGY. AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. CERTAIN EARNINGS ON THE ENDOWMENT HAVE BEEN RELEASED BUT NOT SPENT AND ARE REPORTED AS BOARD-DESIGNATED ENDOWMENT. PART XII, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID -210,475. PART XIII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 210,475. 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 PUBLICIZES ITS RACIALLY NONDISCRIMINATORY POLICY IN ALL ITS BROCHURES, OTHER WRITTEN COMMUNICATION, ITS WEBSITE, AND THE NEWSPAPER (THE LOS ANGELES TIMES). PARENT BENEFIT 65338 43698 21640 36987 WALK-A-THON 24994 24994 4797 4 101835 58398 43437 54518 192167 127090 65077 96302 96302 -31225 1 FINANCIAL AID 30 210475 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: FINANCIAL AID IS GRANTED TO STUDENTS BASED ON FINANCIAL NEEDS AS DETERMINED BY THE FINANCIAL ASSISTANCE COMMITTEE AND ON A RACIALLY NON-DISCRIMINATORY BASIS. THE FINANCIAL ASSISTANCE COMMITTEE, THE HEAD OF SCHOOL AND THE DIRECTOR OF FINANCE UTILIZE THE FINANCIAL AID FOR SCHOOL TUITION (FAST) SYSTEM TO DETERMINE THE AMOUNT OF FINANCIAL AID TO BE AWARDED TO EACH STUDENT. X X X X 0 0 0 0 0 0 0 0 0 KIDD MARIE 230932 0 0 0 0 0 13965 0 10682 0 255579 0 0 0 MARIE H KIDD FINANCIAL NEED X 135000 26730 0 1 1 26730 BOARD TRUSTEE MEMBER OF BOARD OF TRUSTEES 9000 TUITION ASSISTANCE FORM 990, PART VI, SECTION B, LINE 11 THE DIRECTOR OF FINANCE AND OPERATIONS REVIEWS THE 990 RETURN AND DISTRIBUTES A COPY TO EACH BOARD MEMBER FOR COMMENT AND APPROVAL PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY - THE BOARD OF TRUSTEES AFFIRMS THAT THE TRUSTEES, OFFICERS, ADMINISTRATORS, FACULTY AND OTHER EMPLOYEES OF THE SCHOOL HAVE AN OBLIGATION TO EXERCISE THEIR AUTHORITY AND TO CARRY OUT THE DUTIES OF THEIR RESPECTIVE POSITIONS FOR THE SOLE BENEFIT OF THE SCHOOL. THEY SHOULD AVOID PLACING THEMSELVES IN POSITIONS IN WHICH THEIR PERSONAL INTERESTS ARE, OR MAY BE, IN CONFLICT WITH THE INTERESTS OF THE SCHOOL. WHERE A POTENTIAL CONFLICT OF INTEREST EXISTS, IT SHALL BE THE RESPONSIBILITY OF THE PERSON INVOLVED OR ANY OTHER PERSON WITH KNOWLEDGE TO NOTIFY THE BOARD OF TRUSTEES OF THE CIRCUMSTANCES RESULTING IN THE POTENTIAL CONFLICT SO THAT THE BOARD OF TRUSTEES CAN PROVIDE SUCH GUIDANCE AND TAKE SUCH ACTION AS IT SHALL DEEM APPROPRIATE. EACH BOARD MEMBER SUBMITS A WRITTEN CONFLICT OF INTEREST DISCLOSURE FORM ON AN ANNUAL BASIS. THE FORMS ARE REVIEWED BY THE BUSINESS OFFICE ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 STATS-ON-LINE COMPARATIVE DATABASE OF THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS (NAIS) IS USED FOR THE PURPOSE OF DETERMINING THE SALARY LEVELS OF THE SCHOOL'S KEY EMPLOYEES. THE HEAD OF SCHOOL COMPENSATION IS ESTABLISHED BY THE INDEPENDENT MEMBERS OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 18 THE SCHOOL'S FORMS 1023 AND 990 ARE AVAILABLE UPON REQUEST. THE FORM 990 IS ALSO AVAILABLE ON THE PUBLIC WEBSITE WWW.GUIDESTAR.ORG. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE FINANCE COMMITTEE IS RESPONSIBLE FOR HIRING THE SCHOOL'S AUDITORS AND REVIEWS THE AUDITED FINANCIAL STATEMENTS.