2011-01-25T12:02:19-06:00 2010-06-30 Armanino McKenna LLP 12667 Alcosta Boulevard Suite 500 San Ramon CA 945834427 990 2009-07-01 941492272 THE COLLEGE PREPARATORY SCHOOL COLL 5106520111 6100 BROADWAY OAKLAND CA 94618 James Gilliland 5106520111 2010-12-22 1 BARBARA CYPHERS 9257902600 2009 2016-02-24 21:20:13Z James Gilliland 6100 BROADWAY OAKLAND CA 94618 16096124 0 X www.college-prep.org X 1960 CA The College Preparatory School prepares students for productive, ethical lives in college & beyond. 21 21 117 500 0 0 2268674 5074914 10136423 10737726 274112 242681 -26205 -23754 12653004 16031567 1682524 1824822 0 7914613 8110971 0 634448 2148102 2207735 11745239 12143528 907765 3888039 24285228 29319570 6168198 6293712 18117030 23025858 The College Preparatory School, a community of students, teachers and staff, prepares our students for productive, ethical lives in college and beyond through a challenging and stimulating education in an atmosphere of consideration, trust, and mutual responsibility. 0 0 9859430 1824822 10737726 The College Preparatory School provided an inspiring education to 356 students, 41% of whom were students of color, and 25% of whom received $1.8 million in need-based financial aid.For the 2009-10 school year, The College Preparatory School graduated and matriculated 85 seniors to 38 private universities and 11 public universities in the United States and England. 9859430 1 1 0 0 0 0 0 0 1 1 0 1 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 35 0 117 1 0 0 0 0 0 0 0 0 0 21 21 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 CA X Lynne Jones Director of FinanceController 5104202344 6100 BROADWAY OAKLAND CA 94618 Burt Alper 2.00 X 0 0 0 Dave Carniglia 2.00 X 0 0 0 Tom Chang 2.00 X 0 0 0 Lee Douglas 2.00 X X 0 0 0 Spencer Doyle 2.00 X 0 0 0 Romeo Garcia 2.00 X 0 0 0 James Gilliland 2.00 X 0 0 0 Martha Goodbar 2.00 X 0 0 0 Tonia Hsieh 2.00 X X 0 0 0 Andy Imbrie 2.00 X 0 0 0 Tori Lawrence 2.00 X X 0 0 0 Karan Merry 2.00 X 0 0 0 Arpad Molnar 6.00 X X 0 0 0 Eugene Porter 2.00 X 0 0 0 Susan Raifman 2.00 X 0 0 0 John Rumsey 2.00 X 0 0 0 Jonathan Siegel 2.00 X 0 0 0 Bob Spears 2.00 X 0 0 0 Diana Staring 2.00 X 0 0 0 Mark Sugiyama 2.00 X 0 0 0 Sarah Varela 2.00 X 0 0 0 Murray Cohen 60.00 X 222200 0 72630 Martin Bonilla 40.00 X 131500 0 26596 Kim Coull 40.00 X 139400 0 24746 Andree Knudsen 40.00 X 113962 0 24003 Sharona Barzilay 40.00 X 123425 0 30460 David Clerici 40.00 X 146500 0 28691 876987 0 207126 10 0 1 0 Ratcliff Architects 5856 Doyle Street Emeryville CA 94608 Architect 169693 1 198720 4876194 253381 5074914 tuition and fees 611600 10695535 10695535 other program income 611600 42191 42191 10737726 242681 242681 40803 198720 64557 -23754 -23754 16031567 10737726 0 218927 1824822 1824822 220000 66000 110000 44000 6325807 5456116 476793 392898 541823 447504 94319 541704 308773 232931 481637 332626 149011 4188 4188 58144 58144 141558 51488 38272 51798 15390 15390 185733 59309 76548 49876 87896 87162 734 663517 575553 62668 25296 50163 43223 2551 4389 160404 71740 68575 20089 3844 3844 410725 357331 36965 16429 126314 126314 Supplies 94832 66724 23213 4895 dues and subscriptions 67594 43117 13832 10645 miscellaneous 63638 42244 13814 7580 Equipment Rental & Main 37090 25698 4839 6553 Uncollectible Accounts 29205 29205 7500 7500 12143528 9859430 1649650 634448 6350523 7346626 821371 2119169 725936 113760 38619 28359 61591 61592 10758983 5793744 5200144 4965239 10640009 13401189 447035 1283636 24285228 29319570 951615 1155057 5169085 5104909 47498 33746 6168198 6293712 X 6394277 6743978 1029901 4500419 10692852 11781461 18117030 23025858 24285228 29319570 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10531358 1097611 1280685 501750 12407904 11946354 867273 -1874145 408124 10531358 1.00000 1 0 95489 95489 9005326 4401947 4603379 1658168 1391797 266371 4965239 Investments under management 13401189 F 13401189 16031567 12143528 3888039 1020789 1020789 4908828 15227534 1020789 1020789 14206745 1824822 1824822 16031567 10318706 0 10318706 1824822 1824822 12143528 Part V, Line 4: Description of Intended Use of Endowment Funds: Each endowment fund is used for its intended purpose as stipulated in the gift instruments, including financial aid, in support of the drama program, in support of the debate program, in support of faculty salaries, etc. Part X: Description of Uncertain Tax Positions Under FIN 48: The School has evaluated its current tax positions and has concluded that as of June 30, 2010, the school does not have any significant uncertain tax positions for which a reserve would be necessary. Part XII, Line 4b - Other Adjustments: tuition assistance: 1824822. Part XIII, Line 4b - Other Adjustments: tuition assistance: 1824822. 1 1 1 The organization publishes its nondiscriminatory policy annually with ISBOA, the Independent School Business Officers Association. During the year ended June 30, 2010, the policy was published in the San Francisco Chronicle on May 18, 2010. 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 Parents Assc. Auction 200250 186500 13750 33164 6663 15566 Other Parents Assc. Events 39273 12220 27053 9164 239523 198720 40803 33164 6663 24730 64557 -23754 1 Financial Aid Grants 90 1824822 FMV Financial aid given to students for tuition expense and fees. Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: The organization monitors the use of grant funds by directly applying grants to tuition owed and other school-related expenses such as books and field trips. X X X 1 1 0 0 0 0 0 0 0 Murray Cohen 222200 0 0 0 0 0 27720 0 44910 0 294830 0 0 0 Martin Bonilla 131500 0 0 0 0 0 0 0 26596 0 158096 0 0 0 Kim Coull 139400 0 0 0 0 0 0 0 24746 0 164146 0 0 0 Sharona Barzilay 123425 0 0 0 0 0 0 0 30460 0 153885 0 0 0 David Clerici 146500 0 0 0 0 0 0 0 28691 0 175191 0 0 0 Part I, Line 4a Severance: David Clerici, $24,666 Murray Cohen participates in a 457(f) deferred compensation plan. He received $13,341 in the fund for the tax year ended June 30, 2010. X 17 6518 FMV X 8 162915 FMV X Auction - Arts & Entertainment 13 1533 FMV X Auction - Dining & Tasting 21 2985 FMV X Auction - Health & Beauty 8 1119 FMV X Auction - Misc 16 1489 FMV X Auction - Live Auction 14 22200 FMV X Auction - Party Board 9 2540 FMV X Auction - Services 26 9623 FMV X Auction - Silent Auction 97 28114 FMV X Auction - Sports 13 1224 FMV X Auction - Wine 182 13121 FMV 0 0 1 0 Form 990, Part VI, Section A, line 8b The organization does not have any committees with authority to act on behalf of the governing body. Form 990, Part VI, Section B, line 11 The Executive Committee, Chief Financial Officer, Head of School, and Audit Committee Chair, reviewed the complete 990 with the tax preparers. A link to the Public Disclosure Copy of the 990 was sent to the entire Board of Trustees and was posted to the Board website, with instructions to contact the Director of Finance to review the Schedule B. Form 990, Part VI, Section B, line 12c The Conflict of Interest Policy includes board trustees and key employees. In general, when conducting the business of the School and awarding grants, a conflict of interest will be presumed when a trustee/key employee or someone with whom the trustee/key employee has a close relationship (a family member or close companion) serves as a trustee, director, officer, or stockholder of an affected organization or firm; has a formal affiliation or interest in an affected organization or firm; or could expect financial gain or loss from a particular decision. Any potential conflict must be disclosed to the Chair of the Board and shared with the Board of Trustees. All key employees/trustees must make a written statement annually on a designated form submitted to the Secretary of the Board disclosing the nature of any conflicting relationships or the absence of any conflicting relationships. All forms are reviewed and signed off by the Secretary of the Board. Any conflicts of interest are dealt with by recusing the trustee from voting on conflicted issues, and by excusing trustees or key employees from the room when a related vote is being taken. Form 990, Part VI, Section B, line 15a The Head of School is the sole key employee at The College Preparatory School. The Head's compensation is determined by the Board of Trustees based on annual performance reviews and taking into account compensation surveys and studies as well as information about compensation levels at peer schools as published by ISBOA and NAIS. Form 990, Part VI, Section C, line 19 The organization's financial statements, form 990, governing documents, and conflict of interest policy are available upon request. A notice describing availability is posted in plain view in the business office. Form 990, Part XI, Line 2c This process has not changed from the prior year. The Partner's Program 6100 Broadway Oakland CA 94618 202973102 The organization is a tuition-free summer session at the school. CA 501(c)(3) 11 - Type 1 N/A 0 1 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0