2012-05-10T10:51:37-05:00 2011-06-30 CLIFTONLARSONALLEN LLP 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2010-07-01 391889441 CRESTVIEW ACADEMY INC CRES 7158312425 1218 MCCANN DRIVE ALTOONA WI 54720 MARGARET WALDHART-LARSEN 7158312425 2012-05-01 1 KAREN GRIES 6123764500 2010 2016-02-24 21:20:13Z MARGARET WALDHART-LARSEN 1218 MCCANN DRIVE ALTOONA WI 54720 2035186 0 X WWW.CRESTVIEWACADEMY.COM X 1997 WI OPERATING A K-8 SCHOOL PROVIDING EDUCATION TO A REGULARLY ENROLLED STUDENT BODY OF 195 STUDENTS. 3 0 32 75 0 0 735074 1358792 416414 431784 192375 175547 19856 20634 1363719 1986757 55597 34220 0 0 822573 854561 0 0 0 321194 349698 1199364 1238479 164355 748278 7302713 8379390 274961 284224 7027752 8095166 THIS CORPORATION FUNCTIONS EXCLUSIVELY FOR EDUCATIONAL PURPOSES, AND IN CONJUNCTION THEREWITH, OPERATES A SCHOOL PROVIDING EDUCATION TO A REGULARLY ENROLLED STUDENT BODY OF 195 STUDENTS IN GRADES K-8. 0 0 1052006 34220 431784 DURING THE 2010-2011 FISCAL YEAR AND SCHOOL YEAR, CRESTVIEW ACADEMY, INC OPERATED A SCHOOL THAT PROVIDED EDUCATION TO 206 STUDENTS COMING FROM 147 FAMILIES. 1052006 1 1 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 6 0 1 32 1 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 75895 43158 ROGER AMUNDSON 20.00 X X 0 44837 11227 BEV CHILDS 15.00 X 0 52744 5039 ARNIE PROKOTT 40.00 X 51724 0 26312 51724 173476 85736 0 0 0 0 0 17106 1341686 1358792 TUITION AND FEES 611110 431784 431784 431784 175547 175547 67409 17106 48429 18980 18980 MISCELLANEOUS 611110 1654 1654 1654 1986757 431784 0 196181 34220 34220 81206 41862 39344 597117 555062 42055 12894 11347 1547 130733 115045 15688 32611 28698 3913 2319 2319 52110 52110 17983 15810 2173 3268 3268 11947 10513 1434 1184 1042 142 91890 80863 11027 2110 1857 253 1577 1388 189 48865 43001 5864 16445 14472 1973 CLASSROOM MATERIALS 66328 66328 SERVICE AND REPAIRS 23020 20257 2763 TRAINING 7226 7226 ASSESSMENT 3420 3010 410 TAX EXPENSE 6 5 1 1238479 1052006 186473 0 62140 35817 362121 811537 5959 2658 2786 15549 1872182 779720 1137526 1092462 2479552 3085625 3252629 3335742 7302713 8379390 152671 134236 24160 41523 98130 108465 274961 284224 X 7026830 8094244 922 922 7027752 8095166 7302713 8379390 X 748278 319136 X 0 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 992 992 992 992 772 150 922 1.00000 0 0 40000 40000 1583266 542625 1040641 248916 237095 11821 1092462 BOND ACCOUNT 3335742 3335742 ASSISTANCE FUND 92978 PLAYGROUND FUND 15487 108465 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 CRESTVIEW ACADEMY'S ADVERTISING AND BROCHURES INCLUDE THE ORGANIZATION'S NONDISCRIMINATORY POLICIES. THE APPLICATION MATERIALS ON THE ORGANIZATION'S WEBSITE ALSO INCLUDE THESE POLICIES. JUMP-ROPE-A-THON 17106 17106 35 LION CARD 12395 12395 110 2 55014 55014 48284 84515 17106 67409 48429 48429 18980 1 TUITION ASSITANCE 13 34220 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. 15 STUDENTS FROM 10 FAMILIES RECEIEVED TUTION ASSISTANCE DURING THE 2010-2011 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 IN THE ROOM FOR DISCUSSION OR VOTING. FORM 990, PART VI, SECTION B, LINE 15A CRESTVIEW 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. OFFICERS ARE NOT COMPENSATED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION. DISCLOSURE OF HOURS WORKED: FORM 990, PART VII MARGARET WALDHART-LARSEN AND BEV 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. MARGARET AND BEV SPEND AN AVERAGE OF 15 HOURS PER WEEK DEVOTED TO CRESTVIEW ACADEMY 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 GAINS ON INVESTMENTS: 319,136. NBI INC 1218 MCCANN DRIVE ALTOONA WI 54720 391768861 EDUCATIONAL SEMINARS WI 501(C)3 509(A)2 N/A 0 0 0 1 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0