2011-03-24T19:30:30-05:00 2010-08-31 STANISLAWSKI & HARRISON CPAS 301 N LAKE AVE SUITE 900 PASADENA CA 91101 990 2009-09-01 953512203 CARLTHORP SCHOOL CARL 3104511332 438 SAN VICENTE BLVD SANTA MONICA CA 90402 Dorothy F Menzies 3104511332 2011-02-09 1 Alan Harrison 6267933600 2011-02-09 2009 2016-02-24 21:20:13Z Dorothy F Menzies 438 SAN VICENTE BLVD SANTA MONICA CA 90402 7604057 0 X http://www.carlthorp.org/ X 1939 CA SEE SCHEDULE O.CARLTHORP SCHOOL IS AN INDEPENDENT, NON-PROFIT DAY SCHOOL FOR CHILDREN IN GRADES K-6. CARLTHORP SCHOOL PROVIDES A STRONG ACADEMIC FOUNDATION IN A SCHOOL COMMUNITY THAT EMPHASIZES TRADITIONAL VALUES AND EXCELLENCE IN ORDER TO PREPARE ITS CHILDREN TO ACHIEVE THEIR HIGHEST POTENTIAL. 13 12 84 350 0 0 1158174 658835 5828552 6031262 375313 351413 178708 365821 7540747 7407331 271855 231656 0 5075092 5498739 0 323191 1619971 1519252 6966918 7249647 573829 157684 26665409 27212285 5088027 5189288 21577382 22022997 CARLTHORP SCHOOL, ESTABLISHED IN 1939, IS THE OLDEST INDEPENDENT SCHOOL IN SANTA MONICA. THOUGH THE BREADTH OF OUR CURRICULUM HAS RADICALLY EXPANDED IN THE LAST Seventy-One YEARS, OUR BASIC PHILOSOPHY REMAINS THE SAME; WE FOCUS ON THE CHILD AS A WHOLE, HELPING HIM OR HER TO GROW ACADEMICALLY, SOCIALLY, AND ETHICALLY -- ALL WITHIN THE FRAMEWORK OF A TRADITIONALLY ACADEMIC SCHOOL. 0 0 5616351 231656 6031262 Carlthorp School is accredited by the National Association of Independent Schools and the California Association of Independent Schools. Carlthorp School received the No Child Left Behind National Blue Ribbon of Excellence award. Over 95% of Carlthorp School's graduating classes attend the secondary school of their first choice.THE SCHOOL IS TRADITIONAL AND ACADEMICALLY ORIENTED. THOUGH A SOLID ACADEMIC FOUNDATION IN MATH, READING, AND ENGLISH IS STRESSED, THE CURRICULUM IS WELL-ROUNDED. TEACHERS UTILIZE DIVERSE TEACHING MODALITIES AND STRATEGIES.WITH TWO CLASSES AT EACH LEVEL LIMITED TO 20 STUDENTS IN EACH CLASS, EACH STUDENT FROM KINDERGARTEN THROUGH SIXTH GRADE RECEIVES INDIVIDUAL ATTENTION. THOROUGHNESS, ACCURACY AND RESPONSIBILITY ARE STRESSED IN ALL SCHOOLWORK, AND SPECIAL ATTENTION IS GIVEN TO NECESSARY PREPARATION FOR ENTRANCE TO PUBLIC AND PRIVATE SECONDARY SCHOOLS. 5616351 1 1 0 0 0 0 0 0 1 1 1 0 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 0 0 0 0 1 5 0 1 84 1 0 0 0 0 0 1 1 0 0 0 13 12 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X KEN PARR 3104511332 438 SAN VICENTE BLVD SANTA MONICA CA 90402 Dorothy Menzies 40.00 X X 251606 0 45678 Peter Adamson 1.00 X 0 0 0 Austin Beutner 1.00 X 0 0 0 Stephen Contopulos 1.00 X 0 0 0 Lewis Feldman 1.00 X 0 0 0 Kirk Hartman 1.00 X 0 0 0 Alonzo Hill 1.00 X 0 0 0 Doreen Ingman 1.00 X 0 0 0 Timothy J Jackman 1.00 X 0 0 0 Stephen Kaplan 1.00 X 0 0 0 Helen Levin 1.00 X 0 0 0 Sangam Pant 1.00 X 0 0 0 Cary Thompson 1.00 X 0 0 0 Kenneth Parr 40.00 X 98106 0 13243 Allison Sostchen 40.00 X 148050 0 29329 497762 0 88250 2 0 1 0 0 658835 658835 TUITION/TUTORING FEES 611710 5806110 5806110 WORKSHOPS AND ACTIVITI 611710 225152 225152 6031262 351413 351413 527424 196726 330698 330698 OTHER INCOME 611710 35123 35123 35123 7407331 6031262 0 717234 231656 231656 402552 94085 155659 152808 4028997 3176632 764442 87923 245166 186326 44130 14710 483701 367613 87066 29022 338323 257126 60898 20299 2602 2602 63951 63951 10332 10332 185775 166253 15618 3904 174170 156753 17417 40830 30353 7645 2832 5725 5725 67842 61567 6275 113679 102311 11368 Depreciation 244126 219713 24413 Activities and merchand 214635 214635 REPAIRS AND MAINTENANCE 192031 172828 19203 program service activit 125455 125455 Library and testing exp 23100 17173 4325 1602 54999 35872 9036 10091 7249647 5616351 1310105 323191 69594 137718 10083008 2508131 2017221 1499593 7542 8287 144255 268911 8930183 2617131 6562821 6313052 7532708 16382810 248260 93783 26665409 27212285 55998 262076 4966595 4880957 65434 46255 5088027 5189288 X 12007887 19195167 397544 1952828 9171951 875002 21577382 22022997 26665409 27212285 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14404648 5540949 62139 8327367 11680369 12139465 2731258 -435525 30550 14404648 0.92510 0.07490 0.00000 0 0 2610516 2610516 6179019 2549838 3629181 66588 39582 27006 74060 27711 46349 6313052 Deferred Income - Field Trips and After School Club 46255 46255 7407331 7249647 157684 287931 287931 445615 7456862 287931 -238400 49531 7407331 0 7407331 7011247 0 7011247 238400 238400 7249647 Part V, Line 4: Description of Intended Use of Endowment Funds: At August 31, 2009, all permanently restricted net assets of the School were those raised in connection with the A New Level of Excellence capital campaign. In May 2010, at the direction of the Board, the School solicited written releases of such restrictions from each donor. Upon receipt of a written release from the donor, contributions so released have been reclassified as unrestricted funds. However, any unpaid pledges so released have been classified as temporarily restricted funds until collected. In August 2010, the School reclassified approximately $8,303,000 of contributions from permanently restricted to unrestricted or temporarily restricted net assets based on donor releases. Five percent of the donor restricted Endowment funds raised in connection with the A New Level of Excellence capital campaign (to the extent there are net accumulated earnings on such funds) and five percent of Carlthorp School's Board restricted Endowment funds may be used each year in accordance with the School's Endowment Investment Guidelines and Spending Policies. Part XII, Line 2d - Other Adjustments: financial aid: -231656. BAD DEBT EXPENSE: -6744. Part XIII, Line 4b - Other Adjustments: Financial Aid: 231656. BAD DEBT EXPENSE: 6744. 1 1 1 Carlthorp School publishes its racially nondiscriminatory policy in The Santa Monica Mirror during its registration period. Carlthorp School does not have a solicitation program. 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 GOLF TOURNAMENT 516310 516310 76668 66200 48201 OTHER 7610 7610 2987 523920 523920 76668 66200 51188 194056 329864 1 FINANCIAL AID 19 231656 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: Financial aid is awarded by Carlthorp School in accordance with the following procedure. Applicants complete a financial aid form prepared by School & Student Services of NAIS ("SSS"), which form is then submitted to SSS. SSS then makes a recommendation to Carlthorp School regarding the amount of financial aid recommended for each applicant. This recommendation is the minimum amount of financial aid awarded to each applicant. X X X 0 0 0 0 0 0 0 0 0 Dorothy Menzies 251606 0 0 0 0 0 19286 0 26392 0 297284 0 0 0 Allison Sostchen 148050 0 0 0 0 0 8002 0 21327 0 177379 0 0 0 X 2 94802 FAIR VALUE. 0 0 1 Third Party Use: Part I, Line 32b: BROKER HIRED TO SELL STOCK CONTRIBUTIONS. Form 990, Part VI, Section A, line 2 The Head of School is the aunt of the Director of Finance and Development. Form 990, Part VI, Section B, line 11 The Board of Trustees reviews the form 990 at a meeting prior to filing. The review of the 990 by the Board includes review of: program service accomplishments; the functional expense schedule; and the existence of a conflict of interest policy, a whistleblower policy, a document retention and destruction policy, and a process for determining compensation of the Headmistress. Form 990, Part VI, Section B, line 12c Each year, every board member, officer and key employee is required to complete and sign a Conflict of Interest Statement, which forms are kept on file by the Director of Finance and Development. Such forms describe types of conflicts of interest and require disclosure of any such conflicts. Form 990, Part VI, Section B, line 15 The Board of Trustees determines the compensation of the Headmistress at the last Board meeting of the year. In connection with this deliberation the Board reviews CAIS information regarding the compensation of other heads of school. Other key employees are reviewed by the Headmistress, with CAIS compensation survey information and such reviews are documented in personnel files. Form 990, Part VI, Section C, line 19 All such items are available upon request. FORM 990, PART XI, LINE 2C. Process has not changed from prior year.