2013-04-03T13:23:37-05:00 2012-06-30 954749365 STANISLAWSKI & HARRISON CPAS 301 N LAKE AVE SUITE 900 PASADENA CA 91101 990 2011-07-01 330729698 SAGE HILL SCHOOL SAGE 9492191310 20402 NEWPORT COAST DRIVE NEWPORT COAST CA 92657 DIANE SHANK 9492191312 2013-04-03 1 ALAN HARRISON P00157337 6267933600 2013-04-03 2011 2016-02-25 16:41:14Z DIANE SHANK 20402 NEWPORT COAST DRIVE NEWPORT COAST CA 92657 19409009 0 X WWW.SAGEHILLSCHOOL.ORG X 1996 CA A PRIVATE COED HIGH SCHOOL THAT INSPIRES IN THEIR STUDENTS, THE LOVE OF KNOWLEDGE. 26 26 165 300 0 0 2792245 4590502 12308049 13466806 218446 594572 84469 -1875 15403209 18650005 1698659 1781320 0 0 7416555 7963107 0 0 701648 6865745 6310320 15980959 16054747 -577750 2595258 79450441 82781386 28198007 29227160 51252434 53554226 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 OFFERS A BRIGHT, MOTIVATED AND DIVERSE STUDENT BODY A UNIQUE JOURNEY OF DISCOVERY. OUR ACADEMICALLY RIGOROUS, COLLEGE PREPARATORY CURRICULUM IS ENRICHED THROUGH OUR COMMITMENT TO SERVICE-LEARNING AND ENHANCED BY AMPLE OPPORTUNITIES FOR PARTICIPATION IN ATHLETICS, THE ARTS AND COMMUNITY ACTIVITIES. WE STRIVE FOR PERSONAL EXCELLENCE IN AN ATMOSPHERE OF COLLABORATION, TRUST, MUTUAL RESPECT AND INTEGRITY, SO THAT OUR GRADUATES BECOME LIFELONG LEARNERS AND INVENTIVE LEADERS, PASSIONATE TO BRING ABOUT POSITIVE CHANGE. 0 0 12349846 1781320 13466806 NONDENOMINATIONAL HIGH SCHOOL WITH A CURRENT ENROLLMENT OF APPROXIMATELY 440 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 MISSION 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. 12349846 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 1 0 1 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 40 0 1 165 1 0 0 0 0 0 1 1 0 0 0 0 X 26 26 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X DIANE SHANK 9492191312 20402 NEWPORT COAST DRIVE NEWPORT COAST CA 92657 X 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 ROSHANTHA CHANDRARATNA 1.00 X 0 0 0 JIM CHIBOUCAS 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 DONALD GRANT 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 0 0 0 MARK MURRAY 1.00 X 0 0 0 DOUGLAS C NEFF 1.00 X 0 0 0 MAUREEN RAMER EDD 1.00 X X 0 0 0 MICHAEL D RAY 1.00 X 0 0 0 DONALD ROBERT 1.00 X 0 0 0 LARRY WARD 1.00 X X 0 0 0 GWEN WHITFIELD 1.00 X 0 0 0 GORDON MCNEILL 40.00 X 335795 0 31799 DIANE H SHANK 40.00 X 261421 0 16758 PATRICIA MERZ 40.00 X 157579 0 11807 ELAINE MIJALIS 40.00 X 140599 0 11596 SHOSHANA GRAMMER 40.00 X 129218 0 38532 JASON GREGORY 40.00 X 122807 0 14123 GREGORY MCCANDLESS 40.00 X 108999 0 8667 1256418 0 133282 13 0 1 0 O'LEARY 5000 BIRCH STREET SUITE 1000 NEWPORT BEACH CA 92660 MARKETING CONSULTANTS 253361 SAPPHIRE AT SCHOOL 1200 SOUTH COAST HWY STE 105-B LAGUNA BEACH CA 92651 FOOD SERVICE/CATERER 227358 4 421162 4169340 57079 4590502 TUITION AND FEES 611710 12938160 12938160 SUMMER AND AUX PROGRAM 611710 441182 441182 FORFEITED TUITION 611710 64564 64564 APPLICATION FEES 611710 22900 22900 13466806 593999 593999 24000 0 24000 24000 24000 595403 594830 573 573 573 91906 421162 164174 -72268 -72268 PARENT ASSOCIATION ACT 900099 32547 32547 OTHER INCOME 900099 13846 13846 46393 18650005 13466806 0 592697 1781320 1781320 637727 88796 424616 124315 6205417 4605154 1334348 265915 271558 202994 55268 13296 329678 167219 116447 46012 518727 377143 115790 25794 35738 35738 752903 626547 67944 58412 162543 162543 736111 447955 253012 35144 149197 149197 316116 293988 18967 3161 107323 106420 831 72 44319 19384 18156 6779 971325 971325 1348933 1274393 61051 13489 248216 221426 24845 1945 ACADEMIC SUPPORT 297703 297703 SUMMER AND AUX PROGRAMS 260222 260222 ATHLETICS 189582 189582 PUBLIC RELATIONS 167960 34425 26510 107025 522129 383850 137990 289 16054747 12349846 3003253 701648 8108876 6353067 432362 5492250 1754193 2694551 14613 9233 154500 155077 63209 86168 69779142 12898393 58024887 56880749 9631150 9885363 680046 658208 586605 566720 79450441 82781386 553815 697833 6664192 7549327 20980000 20980000 28198007 29227160 X 48909569 48822574 1433236 3755452 909629 976200 51252434 53554226 79450441 82781386 X 2595258 -293466 X X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10976657 76978 290685 412500 10931820 9153676 542898 1594207 314124 10976657 8243025 982618 -71967 9153676 6780707 1490582 198654 226918 8243025 0.91070 0.08930 0 0 20128606 20128606 45229908 9747815 35482093 835190 131167 704023 1816413 1388782 427631 1769025 1630629 138396 56880749 18650005 16054747 2595258 -293466 -293466 2301792 16338507 -293466 -2041542 -2335008 18673515 -23510 -23510 18650005 14036715 23510 23510 14013205 2041542 2041542 16054747 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. PART XII, LINE 2D , AND PART XIII, LINE 4B FINANCIAL AID - $1,781,320 SUMMER AND AUX PROGRAMS EXPENSE - $260,222 PART XII, LINE 4B, AND PART XIII, LINE 2D MULTI-CULTURAL FAIR EXPENSES - $23,510 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 294713 0 0 0 0 0 0 294713 0 294713 0 0 0 0 1 0 PART IV, LINE 5, OWNERSHIP INTEREST IN FOREGIN PARTNERSHIP: THE SCHOOL HAS A GIFTED INTEREST IN A FOREIGN PARTNERSHIP. SPRING EVENT 441533 399002 42531 598 61791 8175 45853 MULTI-CULTURAL FAIR 28275 28275 13330 4010 6170 1 43260 22160 21100 17750 6497 513068 421162 91906 598 92871 12185 58520 164174 -72268 1 FINANCIAL AID 66 1781320 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 1 1 X X X X 0 0 0 0 0 0 0 0 0 GORDON MCNEILL 247100 0 35000 0 53695 0 12250 0 20236 0 368281 0 0 0 DIANE H SHANK 259893 0 0 0 1528 0 12250 0 4869 0 278540 0 0 0 PATRICIA MERZ 156895 0 0 0 684 0 7676 0 4343 0 169598 0 0 0 ELAINE MIJALIS 139753 0 0 0 846 0 7087 0 4704 0 152390 0 0 0 SHOSHANA GRAMMER 128494 0 0 0 724 0 7000 0 31725 0 167943 0 0 0 PART I, LINE 1A THE HEAD OF SCHOOL RECEIVES A MONTHLY TAXABLE STIPEND FOR HOUSING AND AUTO AS STATED IN HIS CONTRACT. SUPPLEMENTAL INFORMATION PART III PART II, COLUMN (B): FOR CLARIFICATION, THE TOTAL OF COLUMN B REFLECTS W-2 WAGES FOR THE 2011 CALENDAR YEAR. SUPPLEMENTAL INFORMATION PART III PART II, COLUMN (D): INCLUDED IN NONTAXABLE BENEFITS ARE: HEALTH INSURANCE PREMIUMS AND TUITION REMISSION. CA INFRASTRUCTURE & ECONOMIC DEVELOPMENT BANK 630304653 13033W6R9 2010-12-20 20822650 TO REFINANCE THE BONDS ISSUED IN 2008. 0 1 0 20822650 20447780 374870 2009 0 1 1 1 0 0 0 0 1 0 0 0 0 0 0 CLINTON P WILKINS - FORMER HEAD OF TO SECURE REAL ESTATE PURCHASE - LOAN IS DUE IN DECEMBER 2014 X 150000 155077 0 1 1 155077 X 4 57079 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 BANK WITH INSTRUCTIONS TO SELL IMMEDIATELY. FORM 990, PART VI, SECTION A, LINE 2 BOARD OF TRUSTEES: DOUGLAS NEFF AND DONALD GRANT - BUSINESS RELATIONSHIP 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. 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 CHIEF OPERATING OFFICER. COMPARABILITY DATA FROM NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS IS CIRCULATED TO THE COMMITTEE PRIOR TO THE REVIEW MEETING AND DISCUSSED AT THAT MEETING. THE DATA INCLUDES COMPENSATION FOR HEADS OF SCHOOL AND BUSINESS MANAGERS OF "LIKE" SCHOOLS. SPECIFICALLY: NON-PROFIT, COED, DAY, PRIVATE SCHOOLS WITH GRADES 9-12. 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 VII, COLUMN (D) FOR CLARIFICATION, COLUMN D REFLECTS W-2 WAGES FOR THE 2011 CALENDAR YEAR. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS -293,466. TOTAL TO FORM 990, PART XI, LINE 5: -293,466. 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.