SUMMIT VIEW SCHOOL: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
SUMMIT VIEW SCHOOL (EIN 95-4557774)
Tax period
2009-07-01 to 2010-06-30
Filed
2011-05-16
IRS object ID
201141369349303594
Schema version
2009v1.7
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-05-16T10:59:47-07:00Timestamp
Tax Period End Date2010-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1SingerLewak LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line110960 Wilshire Blvd Ste 700AddressLine1
CityLos AngelesCity
StateCAState
ZIP Code90024ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2009-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN954557774EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1Summit View SchoolBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlSUMMNameControl
Phone8187810360Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line113130 Burbank BlvdAddressLine1
CitySherman OaksCity
StateCAState
ZIP Code91401ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameMichael LoveName
TitleSr. V.P. of FinanceTitle
Date Signed2011-05-16DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameLior Temkin CPAName
Phone3104779324Phone
FieldValueIRS element (for citing)
Tax Year2009TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonBarbara Firestone PhDNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line113130 Burbank BlvdAddressLine1
CitySherman OaksCity
StateCAState
ZIP Code91401ZIPCode
FieldValueIRS element (for citing)
Gross Receipts4847678GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
All Affiliates IncludedfalseAllAffiliatesIncluded
Organization501cXOrganization501c
Web Sitewww.thehelpgroup.orgWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1995YearFormation
State Legal DomicileCAStateLegalDomicile
Activity Or Mission DescriptionSee Form 990, Part III, Line 4aActivityOrMissionDescription
Nbr Voting Members Governing Body12NbrVotingMembersGoverningBody
Nbr Independent Voting Members11NbrIndependentVotingMembers
Total Nbr Employees65TotalNbrEmployees
Total Gross UBI0TotalGrossUBI
Contributions Grants Prior Year234324ContributionsGrantsPriorYear
Contributions Grants Current Year218458ContributionsGrantsCurrentYear
Program Service Revenue Prior Year5880700ProgramServiceRevenuePriorYear
Program Service Revenue CY4595658ProgramServiceRevenueCY
Investment Income Prior Year38350InvestmentIncomePriorYear
Investment Income Current Year17857InvestmentIncomeCurrentYear
Other Revenue Prior Year93559OtherRevenuePriorYear
Other Revenue Current Year11646OtherRevenueCurrentYear
Total Revenue Prior Year6246933TotalRevenuePriorYear
Total Revenue Current Year4843619TotalRevenueCurrentYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year3491586SalariesEtcPriorYear
Salaries Etc Current Year2827087SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year1190TotalFundrsngExpCurrentYear
Other Expense Prior Year2571256OtherExpensePriorYear
Other Expenses Current Year2170962OtherExpensesCurrentYear
Total Expenses Prior Year6062842TotalExpensesPriorYear
Total Expenses Current Year4998049TotalExpensesCurrentYear
Revenues Less Expenses Prior Year184091RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-154430RevenuesLessExpensesCY
Total Assets BOY7125871TotalAssetsBOY
Total Assets EOY6801615TotalAssetsEOY
Total Liabilities BOY1183579TotalLiabilitiesBOY
Total Liabilities EOY1013749TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY5942292NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY5787866NetAssetsOrFundBalancesEOY
Mission DescriptionSee Form 990, Part III, Line 4aMissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense4671750Expense
Revenue4608900Revenue
DescriptionSummit View School offers special education day school programs for elementary and secondary students with learning disabilities. Students are referred by various local school districts and other governmental and private referrals. Participation in Summit View School's programs enhance students self-esteem and academic and social success. Summit View School also operates Coldwater Canyon Prep which educates high school students with learning disabilities and mild social/emotional challenges.Description
Total Program Service Expense4671750TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentsfalseTermOrPermanentEndowments
Balance Sheet Amounts ReportedtrueBalanceSheetAmountsReported
Independent Audit Financial StmtfalseIndependentAuditFinancialStmt
Consolidated Audit Financial StmttrueConsolidatedAuditFinancialStmt
SchooltrueSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiestrueFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationsfalseGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredtrueScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Invest Tax Exempt BondsfalseInvestTaxExemptBonds
Escrow AccountfalseEscrowAccount
On Behalf Of IssuerfalseOnBehalfOfIssuer
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntitytrueRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingfalseComplianceWithBackupWitholding
Number Of Employees65NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncomefalseUnrelatedBusinessIncome
Form990-T FiledfalseForm990-TFiled
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Form8886 T FiledfalseForm8886TFiled
Non Deductible ContributionsfalseNonDeductibleContributions
Non Deductible DisclosurefalseNonDeductibleDisclosure
Quid Pro Quo ContributionstrueQuidProQuoContributions
Quid Pro Quo DisclosuretrueQuidProQuoDisclosure
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Number Of8282 Filed0NumberOf8282Filed
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Form8899 FiledfalseForm8899Filed
Form1098 C FiledfalseForm1098CFiled
Excess Business HoldingsfalseExcessBusinessHoldings
Taxable DistributionsfalseTaxableDistributions
Distribution To DonorfalseDistributionToDonor
Filed Lieu1041falseFiledLieu1041
Nbr Voting Governing Body Members12NbrVotingGoverningBodyMembers
Number Independent Voting Members11NumberIndependentVotingMembers
Family Or Business RelationshiptrueFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Policies Reference ChaptersfalsePoliciesReferenceChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OthertrueCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
Written Policy Or ProcedurefalseWrittenPolicyOrProcedure
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonEdna RamosNamePerson
Telephone Number8189475534TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line113130 Burbank BlvdAddressLine1
CitySherman OaksCity
StateCAState
ZIP Code914016037ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (21 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekKey EmployeeKeyEmployeeReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerIndividual Trustee Or DirectorIndividualTrusteeOrDirectorHighest Compensated EmployeeHighestCompensatedEmployee
Thomas Komp
Sr. VP Admis.5.00X220931478570
Susan Berman PhD
Exec. VP/COO4.00X1562519812575000X
Susan Berk
Director1.00000X
Robert Dorman
Director1.00000X
Richard M Zelle
Director1.00000X
Randall Kissel
Facil. Director0.89651136810X
Perry Katz
Director1.00000X
Nancy Rosenfelt MA
Director16.0069699696990X
Michael Love
Sr. VP of Finan3.00X970412304278548X
Martin Lasky DDS
Director1.00000X
Karen Hunter BA
HR Director3.0097651238170X
Judd Swarzman
Director1.00000X
Joy Monkarsh
Secretary1.00000X
John T Farrimond
VP Public Affairs3.0095121206100X
Jerrold Monkarsh
Exec Vice Chair2.00000XX
Howard Tenenbaum
Director1.00000X
Gary H Carmona
Board Chairman2.00000XX
Edna Ramos
Controller3.00100641276060X
David Firestone DDS
Director1.00000X
Barry N Nagoshiner CPA
Vice Chairman2.00000XX
Barbara Firestone PhD
President & CEO4.001736122013977500XX
FieldValueIRS element (for citing)
Total Reportable Comp From Org172788TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs1244576TotalReportableCompFrmRltdOrgs
Total Other Compensation231048TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers ListedfalseFormersListed
Total Comp GT150 KtrueTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources

Contractor Compensation ContractorCompensation (3 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
Ruggieri Construction Inc
13700 Chandler BlvdSherman OaksCA91401Maintenance150194
Health Net
File 52617Los AngelesCA90074Health Insurance159666
Administrative Services
2129 W Rosecrans AveGardenaCA90249Transportation695217
FieldValueIRS element (for citing)
Number Of Contractors GT100 K3NumberOfContractorsGT100K
Fundraising Events19907FundraisingEvents
All Other Contributions198551AllOtherContributions
Total Contributions218458TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
Transportation480000537498537498
Speech and Language6241006270962709
Rental Income - Rel. Org.9000029315693156
Counseling624100165666165666
Basic Education61171037212933721293

Total Oth Program Service Revenue TotalOthProgramServiceRevenue

FieldValueIRS element (for citing)
Total Revenue Column15336TotalRevenueColumn
Related Or Exempt Function Income15336RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue4595658TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column17857TotalRevenueColumn
Exclusion$17,857ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn
FieldValueIRS element (for citing)
Gross Income Fundraising Events2463GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events19908CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses4059FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column-1596TotalRevenueColumn
Exclusion-$1,596ExclusionAmount

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionMisc. IncomeDescription
Business Code900099BusinessCode
Total Revenue Column13242TotalRevenueColumn
Related Or Exempt Function Income13242RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Other Revenue13242TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column4843619TotalRevenueColumn
Related Or Exempt Function Income4608900RelatedOrExemptFunctionIncome
Exclusion$16,261ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total0Total

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total0Total

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total0Total

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total44882Total
Program Services15351ProgramServices
Management And General29531ManagementAndGeneral

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total2373109Total
Program Services2180861ProgramServices
Management And General192248ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total0Total

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total197762Total
Program Services171764ProgramServices
Management And General25998ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total211334Total
Program Services196681ProgramServices
Management And General14653ManagementAndGeneral

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total0Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total4313Total
Management And General4313ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total6523Total
Program Services1571ProgramServices
Management And General4952ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total0Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total0Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total0Total

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total0Total

Advertising Advertising

FieldValueIRS element (for citing)
Total0Total

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total25990Total
Program Services20682ProgramServices
Management And General5308ManagementAndGeneral

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total0Total

Royalties Royalties

FieldValueIRS element (for citing)
Total0Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total438900Total
Program Services427610ProgramServices
Management And General11290ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total0Total

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total3506Total
Program Services2081ProgramServices
Management And General1425ManagementAndGeneral

Interest Interest

FieldValueIRS element (for citing)
Total179559Total
Program Services179390ProgramServices
Management And General169ManagementAndGeneral

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total228698Total
Program Services228698ProgramServices

Insurance Insurance

FieldValueIRS element (for citing)
Total43611Total
Program Services43611ProgramServices

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneral
Professional Fees- Others2389922355913401
Employee Expense22489136348855
Community Relations20852122588594
Client Transportation658447658447
Client Related Expenses2372952342913004

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total61787Total
Program Services49229ProgramServices
Management And General11368ManagementAndGeneral
Fundraising1190Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total4998049Total
Program Services4671750ProgramServices
Management And General325109ManagementAndGeneral
Fundraising1190Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY765BOY
EOY625EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY1096410BOY
EOY1211516EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
EOY0EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY1355288BOY
EOY1121521EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
EOY0EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

FieldValueIRS element (for citing)
EOY0EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
EOY0EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
EOY0EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
EOY0EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis6758693LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec2290740LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY4673408BOY
EOY4467953EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
EOY0EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
EOY0EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
EOY0EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
EOY0EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
EOY0EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY7125871BOY
EOY6801615EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY465473BOY
EOY432469EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY24720BOY
EOY63382EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY693386BOY
EOY517898EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY1183579BOY
EOY1013749EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY5942292BOY
EOY5787866EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY5942292BOY
EOY5787866EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY7125871BOY
EOY6801615EOY
FieldValueIRS element (for citing)
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited
Audit CommitteetrueAuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit RequiredfalseFederalGrantAuditRequired
Federal Grant Audit PerformedfalseFederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
School170b1 AiiXSchool170b1Aii

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis1475489OtherCostOrOtherBasis
Book Value1475489BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis5040068OtherCostOrOtherBasis
Depreciation2152030Depreciation
Book Value2888038BookValue

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis65572OtherCostOrOtherBasis
Depreciation14594Depreciation
Book Value50978BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis177564OtherCostOrOtherBasis
Depreciation124116Depreciation
Book Value53448BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings4467953TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionDue to AffiliatesDescription
Amount$517,898Amount
FieldValueIRS element (for citing)
Total Of Amounts517898TotalOfAmounts
Total Revenue4843619TotalRevenue
Total Expenses4998049TotalExpenses
Excess Or Deficit For Year-154430ExcessOrDeficitForYear
Excess Or Deficit Per FS-154430ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt4873481TotRevenueEtcAuditedFinclStmt
Donated Srvc And Use Of Facilities25803DonatedSrvcAndUseOfFacilities
Revenue Not Rptd F99025803RevenueNotRptdF990
Revenue Subtotal4847678RevenueSubtotal
Other Revenues Not Included-4059OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt-4059RevenueNotRptdOnFinStmt
Total Revenue Per Form9904843619TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt5027911TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities25803DonatedServicesUseOfFacilities
Other Expenses Included4059OtherExpensesIncluded
Expenses Not Rptd F99029862ExpensesNotRptdF990
Expenses Subtotal4998049ExpensesSubtotal
Total Expenses Per Form9904998049TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Part XPart X : FIN48 FootnoteSummit View School and its affiliates are exempt from federal income and excise taxes and California franchise taxes as an organization described under Section 501( c)(3) of the Internal Revenue Code and related state codes. However, Summit View School is subject to income taxes on any net income that is derived from a trade or business, regularly carried on and not in the furtherance of the purpose for which it was granted exemption. No income tax provision has been recorded as the net income, if any, from any unrelated trade or business, in the opinion of management, is not material to the combined financial statements taken as a whole. Summit View School recognizes the impact of tax positions on the financial statements in accordance with FASB ASC Topic No. 740, "Accounting for Uncertainty in Income Taxes." ASC Topic No. 740 ("ASC 740") clarifies the uncertainty in income taxes recognized in an enterprise's financial statement in accordance with FASB Statements No. 109, "Accounting for Income Taxes," and prescribes a recognition and measurement of a tax position taken or expected to be taken in a tax return. ASC 740 also provides guidance on de-recognition of tax benefits, classification on the balance sheet, interest and penalties, disclosure and transition. During the years ended June 30, 2010 and 2009, Summit View School performed an evaluation of uncertain tax positions and did not note any matters that would require recognition in the financial statements or which may have an effect on its tax-exempt status.
Part XIII, Line 2dPart XIII, Line 2d: Other expenses and losses per audited F/SFundraising Expense (Direct) $4059

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmttrueNondiscriminatoryPolicyStmt
Policy Statement In Brochures EtctruePolicyStatementInBrochuresEtc
Policy Publ Via Broadcast MediatruePolicyPublViaBroadcastMedia
Pub Via Broadcast Media Expln"All of the programs of Summit View School admit clients of any race, color, national or ethnic origin, religion and of either sex," is publicized on the website and application forms.PubViaBroadcastMediaExpln
Maint Racial Composition RecordstrueMaintRacialCompositionRecords
Maint Scholarships RecordsfalseMaintScholarshipsRecords
Maint Copies Of Brochures EtctrueMaintCopiesOfBrochuresEtc
Maint Copies Of All SolicitationstrueMaintCopiesOfAllSolicitations
Org Does Not Maintain ExplanationThe organization does not offer scholarships or financial assistance.OrgDoesNotMaintainExplanation
Discriminate Race Students RightsfalseDiscriminateRaceStudentsRights
Discriminate Race Admiss PoliciesfalseDiscriminateRaceAdmissPolicies
Discriminate Race Emplmn FacultyfalseDiscriminateRaceEmplmnFaculty
Discriminate Race ScholarshipsfalseDiscriminateRaceScholarships
Discriminate Race Educ PoliciesfalseDiscriminateRaceEducPolicies
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFclts
Discriminate Race Athletic ProgfalseDiscriminateRaceAthleticProg
Discriminate Race Other ActyfalseDiscriminateRaceOtherActy
Government Financial Aid ReceivedfalseGovernmentFinancialAidReceived
Government Financial Aid RevokedfalseGovernmentFinancialAidRevoked
Compliance With Rev Proc7550trueComplianceWithRevProc7550

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Agreement Ref FundraisingfalseAgreementRefFundraising

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1Teddy Bear BallNameOfEvent1
Gross Receipts Event114810GrossReceiptsEvent1
Charitable Contributions Event113249CharitableContributionsEvent1
Gross Revenue Event11561GrossRevenueEvent1
Other Direct Expenses Event12793OtherDirectExpensesEvent1
Name Of Event2GolfNameOfEvent2
Gross Receipts Event26245GrossReceiptsEvent2
Charitable Contributions Event25521CharitableContributionsEvent2
Gross Revenue Event2724GrossRevenueEvent2
Other Direct Expenses Event2944OtherDirectExpensesEvent2
Gross Receipts Total21055GrossReceiptsTotal
Charitable Contributions Total18770CharitableContributionsTotal
Gross Revenue Total Events2285GrossRevenueTotalEvents
Other Direct Expenses Total Events3737OtherDirectExpensesTotalEvents
Direct Expense Summary Events3737DirectExpenseSummaryEvents
Net Income Summary-1452NetIncomeSummary

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeXCompensationCommittee
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance PaymentfalseSeverancePayment
Supplemental Nonqual Retire PlanfalseSupplementalNonqualRetirePlan
Equity Based Comp ArrangementfalseEquityBasedCompArrangement
Comp Based On Revenue Of Filing OrgfalseCompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related OrgsfalseCompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing OrgfalseCompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate OrgsfalseCompBasedNetEarningsRelateOrgs
Any Non Fixed PaymentsfalseAnyNonFixedPayments
Initial Contract ExceptionfalseInitialContractException
Rebuttable Presumption ProcedurefalseRebuttablePresumptionProcedure

Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgs
Thomas Komp
21450143550643430722093147857163505
Susan Berman PhD
1462018538010051274521107267643300000548269518
Michael Love
970412304215446195848200000574272806
Barbara Firestone PhD
1626520623510961390423026291974377500566571835

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Form 990, Part VI, Line 19Form 990, Part VI, Line 19: Other Organization Documents Publicly AvailableThese documents are made available to the public upon request.
Form 990, Part VI, Line 15bForm 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key EmployeesCompensation for the CEO is reviewed by the Compensation Committee, by the Executive Committee, and presented by the CFO to the Board of Directors for final review and approval. Compensation for Key Employees is reviewed by the CEO and the COO (COO does not participate in review of COO compensation).These recommendations are reviewed by the Compensation Committee and Executive Committee and presented by the CFO to the Board of Directors for final review and approval.
Form 990, Part VI, Line 12cForm 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of ConflictsEach Officer, Director, or Key Employee is required to complete and submit a disclosure annually.
Form 990, Part VI, Line 11Form 990, Part VI, Line 11: Form 990 Review ProcessThe Form 990 Review comprises a multi step process:1)review by the organization's outside independent CPA firm,2)review by the Sr. VP -Finance,3)Review by President & CEO,4) review and approval by the CFO. The Form 990 is made available to the Board of Directors prior to filing.
Form 990, Part VI, Line 2Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, EtBarbara Firestone, Ph.D.David Firestone, D.D.S.Husband and WifeJoy MonkarshJerrold MonkarshHusband and WifeJerrold MonkarshMartin Lasky, D.D.S.Brothers-in-law

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (6 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusBusiness Name Line1DirectControllingEntityName/BusinessNameLine1
The Help Group West
13130 Burbank BlvdSherman OaksCA91401954750066Special EducationCA501c32NA
New Opportunities for Living
13130 Burbank BlvdSherman OaksCA91401954253162Residential FacilitiesCA501c37NA
Pacific Living Alternatives
13130 Burbank BlvdSherman OaksCA91401954253163Residential FacilitiesCA501c37NA
Project Six
13130 Burbank BlvdSherman OaksCA91401953674639Residential CareCA501c39NA
New School for Child Development
13130 Burbank BlvdSherman OaksCA91401953295132Special EducationCA501c32NA
The Help Group Child and Family Center
13130 Burbank BlvdSherman OaksCA91401952226790Mental Health ServicesCA501c39NA
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiesfalseReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgfalseGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgfalseGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgfalseLoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other OrgfalseSaleOfAssetsToOtherOrg
Purchase Of Assets From Other OrgfalsePurchaseOfAssetsFromOtherOrg
Exchange Of AssetsfalseExchangeOfAssets
Rental Of Facilities To Other OrgstrueRentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other OrgstrueRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgstruePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgstruePerformOfServicesByOtherOrgs
Sharing Of FacilitiestrueSharingOfFacilities
Sharing Of Paid EmployeestrueSharingOfPaidEmployees
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrg
Other Transfer To Other OrgtrueOtherTransferToOtherOrg
Other Transfer From Other OrgtrueOtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (28 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolved
The Help Group West
r-5718910
The Help Group West
q-5718910
The Help Group West
n-5718910
The Help Group West
m-5718910
The Help Group West
l-5718910
The Help Group West
k-5718910
The Help Group West
i-5718910
New Opportunities for Living
r19165
New Opportunities for Living
q19165
Pacific Living Alternatives
r10000
Pacific Living Alternatives
q10000
Project Six
r181119
Project Six
q181119
New School for Child Development
r8905795
New School for Child Development
q8905795
New School for Child Development
n8905795
New School for Child Development
m8905795
New School for Child Development
l8905795
New School for Child Development
k8905795
New School for Child Development
j8905795
New School for Child Development
i8905795
The Help Group Child and Family Center
r-3918067
The Help Group Child and Family Center
q-3918067
The Help Group Child and Family Center
n-3918067
The Help Group Child and Family Center
m-3918067
The Help Group Child and Family Center
l-3918067
The Help Group Child and Family Center
k-3918067
The Help Group Child and Family Center
i-3918067

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