2011-11-11T14:11:37-06:00 2011-06-30 KUSHNER SMITH JOANOU & GREGSON LLP 8105 IRVINE CENTER DRIVE SUITE 1000 IRVINE CA 92618 990 2010-07-01 550909201 LUTHERAN HIGH SOUTH - ORANGE COUNTY INC CREAN LUTHERAN SOUTH HIGH SCHOOL LUTH 9499160897 12500 SAND CANYON IRVINE CA 92618 DONNA L BUSSEY 9499160897 2011-11-11 1 MARGOT ANDREWS 9492612808 2010 2016-02-24 21:20:13Z RICK NEEDHAM 12500 SAND CANYON IRVINE CA 92618 6262677 0 X WWW.CLSHS.ORG X 2005 CA PROCLAIMING JESUS CHRIST THROUGH EXCELLENCE IN EDUCATION. 20 18 73 94 0 0 3627673 548698 3653755 5616419 27962 -4114 989 331 7310379 6161334 374069 404235 0 0 2672894 3240186 0 0 194049 1171737 2696113 4218700 6340534 3091679 -179200 33753255 47506875 21431877 35356936 12321378 12149939 PROCLAIMING JESUS CHRIST THROUGH EXCELLENCE IN EDUCATION. 0 0 5652375 404235 5616419 CREAN LUTHERAN SOUTH HIGH SCHOOL IS COMMITTED TO PROVIDING CHRISTIAN TEACHERS AND EDUCATIONAL LEADERS WHO ARE EMPOWERED BY THE HOLY SPIRIT AND DEDICATED TO ESTABLISHING AN EXCEPTIONAL EDUCATIONAL FRAMEWORK THAT IS INNOVATIVE, FUTURE-ORIENTED AND RESPONSIVE TO THE CHANGING DEMANDS AND NEEDS OF HIGH SCHOOL STUDENTS IN AN INCREASINGLY COMPLEX AND TECHNOLOGICALLY ADVANCING WORLD. THE HIGH SCHOOL PROVIDES STUDENTS WITH A CHRIST-CENTERED EDUCATION IN AN ENVIRONMENT WHICH NURTURES FAITH AND THE DEVELOPMENT OF GOD-GIVEN SKILLS AND ABILITIES. ENROLLMENT WAS 449 STUDENTS FOR THE 10-11 SCHOOL YEAR. THE PROJECTED ULTIMATE ENROLLMENT IS 1,200 STUDENTS. 5652375 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 X 17 0 1 73 1 0 0 0 0 0 1 1 0 0 0 0 0 X 20 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X DONNA BUSSEY 9499162284 12500 SAND CANYON IRVINE CA 92618 WILLIAM C BARTLETT 40.00 X X 67400 0 78792 RICK NEEDHAM 8.00 X X 36000 0 0 RACHEL KLITZING X X 0 0 0 DONNA BUSSEY 30.00 X X 0 0 65050 CAROLYN SIMS X X 0 0 0 KEN ELLWEIN X 0 0 0 LOREN KRAMER X 0 0 0 FRANK BENICHE X 0 0 0 SETH BRITTON X 0 0 0 NOEL FAIRCHILD X 0 0 0 CINDY JORDAN X 0 0 0 BART MCHENRY X 0 0 0 GREG MICKELSON X 0 0 0 JEANNE PECK X 0 0 0 JOHN RANDALL X 0 0 0 MARLIN SCHULZ X 0 0 0 RON VAN BLARCOM X 0 0 0 JOHN RICHARDS X 0 0 0 KURT KRUEGER X 0 0 0 NORB OESCH X 0 0 0 MIKE ANDERSON X 0 0 0 JEFFREY BEAVERS 40.00 X 3793 0 122376 107193 0 266218 2 0 0 0 ST PAULS LUTHERAN CHURCH 4797 ALTON PKWY IRVINE CA 92604 RENT 277500 1 79557 469141 82543 548698 TUITION & FEES 611600 5616419 5616419 5616419 519 519 9612 14245 -4633 -4633 -4633 85712 79557 85712 0 1717 1386 331 331 6161334 5616419 0 -3783 404235 404235 211243 131574 76745 2924 2521141 2394036 107703 19402 172316 163629 7361 1326 179301 170261 7660 1380 156185 148311 6672 1202 549 549 32645 32645 38957 38957 84203 55293 17040 11870 41100 41100 1299160 1146307 142206 10647 555552 495050 56469 4033 75018 68404 6427 187 INSTRUCTIONAL MATERIALS 199501 199501 ATHLETIC EXPENSES 196549 196549 CAPITAL PROGRAM 59300 59300 SPECIAL EVENT GROSS UP 38143 38143 TEACHER STAFF DEVELOPME 28023 28023 47413 10102 32633 4678 6340534 5652375 494110 194049 710901 1681210 2418412 2406245 2000000 95314 121591 69606 119659 1770 42388091 729580 431389 41658511 31568 47773 27919735 1546446 33753255 47506875 280 911120 15897436 30123388 2418412 2409759 3115749 1912669 21431877 35356936 X 12321378 12054625 0 95314 12321378 12149939 33753255 47506875 X -179200 7761 X X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25018977 25018977 11334181 188903 11145278 33205 3474 29731 1245161 342495 902666 4756567 194708 4561859 41658511 DEFERRED TUITION & UNEARNED REVENUE 1819787 OTHER ACCRUED LIABILITIES 73188 SUMMER PROGRAMS 19694 1912669 6161334 6340534 -179200 7761 7761 -171439 6130952 7761 7761 6123191 38143 38143 6161334 6302391 0 6302391 38143 38143 6340534 PART XII, LINE 4B - OTHER ADJUSTMENTS: NON-CASH CONTRIBUTIONS FOR SPECIAL EVENTS 38,143. PART XIII, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT DIRECT EXPENSES 38,143. 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 ORGANIZATION PUBLICIZES ITS RACIALLY NONDISCRIMINATORY POLICY ON ITS WEBSITE. GOLF TOURNAMENT 47115 24118 22997 5105 10800 4904 2188 GALA EVENT 118154 55439 62715 38946 16829 0 3268 3672 165269 79557 85712 44051 27629 4904 3268 5860 85712 0 1 FINANCIAL AID SCHOLARSHIPS 97 404235 BOOK - COST OF TUITION PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: FINANCIAL AID IS BASED ON NEED ONLY. FAMILIES SEEKING FINANCIAL AID MUST FILE AN APPLICATION THROUGH THE INDEPENDENT SCHOOL MANAGEMENT FINANCIAL AID FOR SCHOOL TUITION (FAST) PROGRAM. THIS IS A CONFIDENTIAL SERVICE THAT ANALYZES EACH FAMILY'S NEED BASED ON FINANCIAL AID BEST PRACTICES, AND ADJUSTED ACCORDING TO ZIP CODE COST OF LIVING. THE FINANCIAL AID COMMITTEE PROVIDES OVERSIGHT FOR THE FINANCIAL AID PROCESS. X 2 35956 FAIR MARKET VALUE X 2 8444 FAIR MARKET VALUE X DONATED PRIZES 117 36757 SALE OF DONATED ITEMS X DONATED PRIZES 8 1386 FAIR MARKET VALUE 0 0 0 FORM 1098-C FORM 990 PART V, LINE 7H THE VEHICLES DONATED TO THE SCHOOL WERE FROM THE INVENTORY OF AN AUTOMOBILE DEALERSHIP. THEREFORE, NO FORM 1098-C WAS REQUIRED. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND THE TREASURER AND MADE AVAILABLE TO THE BOARD BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION ISSUES AN ANNUAL CONFLICT OF INTEREST DISCLOSURE LETTER TO THE BOARD MEMBERS TO COLLECT A LISTING OF ANY CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS BASED UPON PACIFICA SOUTHWEST DISTRICT OF MISSOURI SYNOD PUBLISHED SALARIES. IN ADDITION, THE ORGANIZATION HAS A COMPENSATION COMMITTEE THAT DETERMINES SALARIES, AND THE SALARIES MUST BE APPROVED BY THE BOARD, AND THERE ARE WRITTEN EMPLOYMENT CONTRACTS. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE AVAILABLE AT THE OFFICE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 7,761. AUDIT COMMITTEE FORM 990, PART XII, LINE 2C: THE AUDIT COMMITTEE OVERSIGHT AND SELECTION PROCESS DID NOT CHANGE. LARGEST CONTRIBUTOR ON SCHEDULE B SCHEDULE B - CONTRIBUTIONS THE LARGEST CONTRIBUTOR ON SCHEDULE B REFLECTS CONTRIBUTIONS MADE AS A PART OF A LARGER PLEDGE RECEIVABLE IN A PRIOR FISCAL YEAR. LAST YEAR, THE DONOR ADVANCED THE FINAL PLEDGE PAYMENT OF $2,000,000 THAT WAS DUE THIS YEAR AND A LIABILITY WAS RECORDED FOR THIS ADVANCE. SINCE BOTH THE PLEDGE RECEIVABLE OF $2,000,000 AND THE DONATION ADVANCE OF $2,000,000 WERE SATISFIED IN THE CURRENT FISCAL YEAR, SCHEDULE B REFLECTS A CONTRIBUTION OF $2,000,000 EVENTHOUGH IT WAS INCLUDED IN CONTRIBUTION REVENUE IN A PRIOR FISCAL YEAR. LOAN PAYABLE TO UNRELATED THIRD PARTIES FORM 990, PART X, LINE 24: THE CREAN FOUNDATION PROVIDED A SHORT TERM ADVANCE TO THE ORGANIZATION FOR $2.4 MILLION IN ORDER TO OBTAIN PERMANENT FINANCING. THE CREAN FOUNDATION IS AN UNRELATED THIRD PARTY; THEREFORE, NO SCHEDULE L DISCLOSURE IS REQUIRED. ESTIMATED AMOUNT OF OTHER COMPENSATION FORM 990 PART VII, COMPENSATION OFFICERS AND HCE INCLUDED IN PART VII, LINE 1A, COLUMN F, IS THE PASTORIAL HOUSING ALLOWANCE FOR THE EXECUTIVE DIRECTOR AND THE PRINCIPAL.