2026-04-20T15:35:20-05:00 2025-06-30 946214841 ARMANINO ADVISORY LLC 2121 AVENUE OF THE STARS 15TH FLOOR LOS ANGELES CA 90067 990 2024-07-01 510188298 CURTIS SCHOOL FOUNDATION CURT 3104761251 15871 MULHOLLAND DRIVE LOS ANGELES CA 90049 BRIAN M HOLLIS CHIEF FINANCIAL OFFICER 3104761251 2026-04-19 1 1 MATTHEW PETROSKI P00853132 3104784148 2026-04-19 2024 2025-03-06 01:10:19Z BRIAN M HOLLIS 15871 MULHOLLAND DRIVE LOS ANGELES CA 90049 52269992 0 X CURTISSCHOOL.ORG X 1976 CA CURTIS SCHOOL FOUNDATION OPERATES A PRIMARY SCHOOL FOR DEVELOPMENTAL K-6TH GRADE. 19 19 135 100 0 0 5550151 6340354 19201650 20000597 3559451 4202108 354272 490536 28665524 31033595 1768210 2119489 0 0 13174110 13928784 0 0 840001 6535360 6860240 21477680 22908513 7187844 8125082 114141026 128741292 44380980 48073837 69760046 80667455 THE MISSION OF CURTIS SCHOOL IS TO PROVIDE A WELL-ROUNDED EDUCATIONAL EXPERIENCE THAT WILL PREPARE STUDENTS TO PURSUE CONFIDENTLY THE JOURNEY OF THEIR LIVES. 0 0 17376984 2119489 20000597 THE FOUNDATION OPERATES A PRIMARY SCHOOL FOR DEVELOPMENTAL KINDERGARTEN THROUGH THE SIXTH GRADE. THERE WERE 495 STUDENTS ENROLLED DURING THE 2024-2025 SCHOOL YEAR. 17376984 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 105 0 1 135 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X BRIAN HOLLIS CHIEF FINANCIAL OFFICER 3104761251 15871 MULHOLLAND DRIVE LOS ANGELES CA 90049 CRAIG VARNEN CHAIR 2.00 X X 0 0 0 LEE CHU 1ST VICE-CHAIR 2.00 X X 0 0 0 HARSHITH RAMESH 2ND VICE-CHAIR 2.00 X X 0 0 0 STEVE CHANG TREASURER 2.00 X X 0 0 0 KARLA SAYLES SECRETARY 2.00 X X 0 0 0 ERICKSON ALBRECHT TRUSTEE 2.00 X 0 0 0 KAVITHA BHATIA TRUSTEE 2.00 X 0 0 0 DILIP BHAVNANI TRUSTEE 2.00 X 0 0 0 MARSHALL COLE TRUSTEE 2.00 X 0 0 0 DANA COLEMAN TRUSTEE 2.00 X 0 0 0 TALIB FAKHRI TRUSTEE 2.00 X 0 0 0 ANN KONO TRUSTEE 2.00 X 0 0 0 NICK MATUS TRUSTEE 2.00 X 0 0 0 KEVIN NEWMAN TRUSTEE 2.00 X 0 0 0 SARAH SHULKIND TRUSTEE 2.00 X 0 0 0 LESLIE VERMUT TRUSTEE 2.00 X 0 0 0 JOHN WIMBISH TRUSTEE 2.00 X 0 0 0 THEA ANDREWS WOLF TRUSTEE 2.00 X 0 0 0 RACHEL YANG TRUSTEE 2.00 X 0 0 0 MEERA RATNESAR HEAD OF SCHOOL 40.00 X 411256 0 122549 BRIAN HOLLIS CFO 40.00 X 240222 0 24743 SARAH TINSLEY COO 40.00 X 209178 0 22557 MARIAN W PETRIE DIRECTOR OF ADMISSIONS 40.00 X 174708 0 29640 JEFFREY ALBERT DIRECTOR OF FACILITIES 40.00 X 162971 0 37624 HARUKA MORI DIRECTOR OF LOWER SCHOOL 40.00 X 154490 0 24170 ASHLEY MA DIR OF 6TH GR & SECOND. SCHOOL OUTPL 40.00 X 142922 0 24965 1495747 0 286248 33 0 1 0 MATT CONSTRUCTION CORPORATION 9814 NORWALK BLVD 100 SANTA FE SPRINGS CA 90670 BUILDING CONSTRUCTION 7158261 PICA SULLIVAN ARCHITECTS LTD 145 W FAIRFAX AVE SUITE 403 LOS ANGELES CA 90036 ARCHITECTS 548884 FIRST STUDENT INC 22157 NETWORK PLACE CHICAGO CA 60673 BUSING 404770 FULCRUM LEARNING SYSTEMS INC 10736 JEFFERSON BLVD 617 CULVER CITY CA 90230 STUDENT DEVELOPMENT PROGRAMS 317775 KOHL BUILDING MAINTENANCE 9620 TOPANGA CANYON PLACE UNIT F CHATSWORTH CA 91311 CLEANING SERVICES 292114 12 160978 6179376 631105 6340354 TUITION 611600 18945616 18945616 BUSING 611600 441000 441000 AUXILLARY 611600 439828 439828 AFTER SCHOOL PROGRAM 611600 130653 130653 FEES - APPLICATIONS 611600 43500 43500 20000597 1527455 1527455 23601938 20927285 2674653 2674653 2674653 799648 160978 309112 490536 490536 31033595 20000597 0 4692644 2119489 2119489 748002 141490 343058 263454 9922191 7251591 2439637 230963 614738 446258 156172 12308 1858790 1393664 428736 36390 785063 569855 188228 26980 98645 98645 83735 83735 435359 228405 169247 37707 225812 117350 105700 2762 352732 339093 12698 941 1595352 1377404 209287 8661 427520 425609 1835 76 40198 29473 10033 692 894807 772563 117386 4858 INSTRUCTIONAL EXPENSES 907751 904560 2985 206 STUDENT ACTIVITIES 752896 752896 OUTREACH, HOSPITALITY A 749301 415981 165253 168067 AUXILLARY 224874 51697 127241 45936 71258 39606 31652 22908513 17376984 4691528 840001 9934990 13891773 960996 4002957 2900602 4765906 13036084 15633627 519699 989162 58286097 29707796 10346543 28578301 72241017 57576319 4201095 3303247 114141026 128741292 1954009 4152113 17414032 18895876 25012939 25025848 44380980 48073837 X 24963688 29489589 44796358 51177866 69760046 80667455 114141026 128741292 X 8125082 2882327 -100000 X 0 1 X 1 0 X 1880358 2701901 4449052 5550151 6340354 20921816 1880358 2701901 4449052 5550151 6340354 20921816 472576 20449240 779497 828743 1013939 1225200 1527455 5374834 134162 296110 349452 354272 490536 1624532 27921182 91692587 0.73240 0.70310 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 39305289 4813689 2121216 41997762 35070491 5264345 1029547 39305289 31685013 3543116 157638 35070491 36198526 -4387800 125713 31685013 29254293 450 7056880 113097 36198526 0.02150 0.25130 0.72720 1 0 659848 659848 22955219 19332179 3623040 640324 621247 19077 7887100 7020369 866731 26143606 2734001 23409605 28578301 X 31539763 2882327 2882327 28657436 2376159 2376159 31033595 20632354 0 20632354 2276159 2276159 22908513 PART V, LINE 4: ENDOWMENT FUNDS ARE INVESTED FOR LONG-TERM GROWTH TO SERVE PRESENT AND FUTURE GENERATIONS OF STUDENTS. THE INCOME FROM ENDOWMENT FUNDS IS APPROPRIATED IN ACCORDANCE WITH THE SCHOOL'S INVESTMENT SPENDING POLICY AND IS USED IN ACCORDANCE WITH DONOR-IMPOSED RESTRICTIONS OR, IN THE ABSENCE OF THEREOF, TO SUPPORT THE SCHOOL'S GENERAL OPERATIONS. PART X, LINE 2: THE SCHOOL IS A QUALIFIED ORGANIZATION EXEMPT FROM FEDERAL INCOME AND CALIFORNIA FRANCHISE TAXES UNDER THE PROVISIONS OF SECTIONS 501(C)(3) OF THE INTERNAL REVENUE CODE AND 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE, RESPECTIVELY. THE SCHOOL'S MANAGEMENT HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF JUNE 30, 2025, THE SCHOOL DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 2,119,489. LOSS ON UNCOLLECTIBLE CONTRIBUTIONS RECEIVABLE 100,000. FUNDRAISING EXPENSES 156,670. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 2,119,489. FUNDRAISING EXPENSES 156,670. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE NONDISCRIMINATORY POLICY HAS BEEN PUBLICIZED ON THE SCHOOL'S WEBSITE HOMEPAGE. CURTIS CELEBRATES 588844 147270 441574 36563 95329 1783 22798 FAIR 220574 13708 206866 57613 24458 56100 2 151208 151208 14468 960626 160978 799648 94176 119787 1783 93366 309112 490536 1 SCHOLARSHIPS 72 2119489 FMV DIRECT CREDIT TO STUDENT ACCOUNT PART I, LINE 2: CURTIS SCHOOL FOUNDATION PROVIDES FINANCIAL AID TO BOTH NON-FACULTY AND FACULTY. IN ACCORDANCE WITH THE FOUNDATION'S SCHOLARSHIP POLICY, AID IS AWARDED BASED ON EACH FAMILY'S DEMONSTRATED NEED, WITHOUT REGARD TO RACE, COLOR, NATIONAL AND ETHNIC ORIGIN, OR GENDER. THE CURTIS SCHOOL USES THE COMMUNITY BRANDS' SCHOOL AND STUDENT SERVICES ONLINE FINANCIAL AID SYSTEM (SOLUTIONS BY SSS) TO EVALUATE FAMILY APPLICATIONS FOR NEED-BASED SCHOLARSHIP AWARDS FOR STUDENTS. ALL FAMILY-PROVIDED DOCUMENTS AND DATA IS COLLECTED AND STORED BY SOLUTIONS BY SSS. IN ADDITION, CURTIS SCHOOL'S NOTES AND AWARD DETERMINATIONS ARE STORED ELECTRONICALLY BY SOLUTIONS BY SSS AS WELL. X 1 1 X X X X 0 0 0 0 0 0 0 1 0 MEERA RATNESAR HEAD OF SCHOOL 411256 0 0 0 0 0 24150 0 98399 0 533805 0 0 0 BRIAN HOLLIS CFO 235222 0 5000 0 0 0 11910 0 12833 0 264965 0 0 0 SARAH TINSLEY COO 204178 0 5000 0 0 0 9956 0 12601 0 231735 0 0 0 MARIAN W PETRIE DIRECTOR OF ADMISSIONS 169708 0 5000 0 0 0 17106 0 12534 0 204348 0 0 0 JEFFREY ALBERT DIRECTOR OF FACILITIES 157971 0 5000 0 0 0 17373 0 20251 0 200595 0 0 0 HARUKA MORI DIRECTOR OF LOWER SCHOOL 149490 0 5000 0 0 0 4130 0 20040 0 178660 0 0 0 ASHLEY MA DIR OF 6TH GR & SECOND. SCHOOL OUTPL 137922 0 5000 0 0 0 10510 0 14455 0 167887 0 0 0 PART I, LINE 1A FOR THE CONVENIENCE OF THE SCHOOL AND IN FULFILLMENT OF THE JOB RESPONSIBILITIES, THE HEAD OF SCHOOL IS REQUIRED TO OCCUPY SCHOOL-OWNED HOUSE LOCATED ON CAMPUS. PART I, LINE 7 THE DISCRETIONARY PAYMENTS (LISTED ON SCHEDULE J, PART II, COLUMN B(II)) ARE DETERMINED BY THE HEAD OF SCHOOL AND ARE PAID TO ALL EMPLOYEES IN GOOD STANDING. A CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY 352273601 13067RDW0 2024-02-14 25391354 CURTIS SCHOOL FOUNDATION PROJECT 0 0 0 A 26144105 383323 16693109 9067674 2025 0 0 0 1 A 0 0 0 0 0 0 0 A 0 1 0 0 0 0 0 0 1 A 0 PART II LINE 3: TOTAL PROCEEDS OF ISSUE INCLUDES $752,752 OF INTEREST EARNED AS OF 6/30/25. X 36 631105 PUBLICLY TRADED EXCHANGE 0 0 0 0 PART I, COLUMN (B): THIS NUMBER REPRESENTS THE NUMBER OF CONTRIBUTIONS, NOT THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION B, LINE 11B AFTER INTERNAL MANAGEMENT REVIEW BY CFO, AUDIT COMMITTEE DESIGNATED BY THE BOARD OF TRUSTEES REVIEWS AND APPROVES THE FORM 990 AND NOTIFIES THE BOARD OF THE RESULTS OF THEIR REVIEW. AUDIT COMMITTEE MEMBERS ARE PROVIDED WITH A COPY OF THE AUDITED FINANCIAL STATEMENTS TO USE IN REVIEW. THE FORM 990 IS DISTRIBUTED TO THE ENTIRE BOARD OF TRUSTEES AFTER THE REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION CONSISTENTLY MONITORS COMPLIANCE WITH CONFLICT OF INTEREST POLICY (QUESTIONNAIRES TO THE BOARD MEMBERS AND OFFICERS, ETC.) FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE COMMITTEE (ALL INDEPENDENT MEMBERS) CLOSELY REVIEWS AVAILABLE MARKET DATA TO DETERMINE COMPENSATION FOR HEAD OF SCHOOL. DATA MADE AVAILABLE TO FULL BOARD OF TRUSTEES (ALL INDEPENDENT MEMBERS) FOR THE APPROVAL OF COMPENSATION. EXECUTIVE COMMITTEE (ALL INDEPENDENT MEMBERS) REVIEW AVAILABLE MARKET DATA FOR COMPENSATION, AND REVIEWS AND APPROVES THE PROPOSED HEAD OF SCHOOL BUDGET, WHICH INCLUDES COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: LOSS ON UNCOLLECTIBLE CONTRIBUTIONS RECEIVABLE -100,000.