2026-04-28T11:01:45-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 901 VIA PIEMONTE SUITE 300 ONTARIO CA 91764 990 2024-07-01 951641456 POLYTECHNIC SCHOOL POLY 6263966300 1030 E CALIFORNIA BLVD PASADENA CA 91106 KEITH HUYSSON CFO 6263966351 2026-04-21 1 1 DERRICK DEBRUYNE P00591016 9099857286 2026-04-21 2024 2025-03-06 01:10:19Z JOHN BRACKER 1030 E CALIFORNIA BLVD PASADENA CA 91106 92912037 0 X WWW.POLYTECHNIC.ORG X 1907 CA POLYTECHNIC IS AN INDEPENDENT, COEDUCATIONAL, DAY SCHOOL FOR APPROXIMATELY 884 STUDENTS. 23 20 616 150 0 0 10354676 15119825 38673540 41851632 6613315 8342588 501481 432583 56143012 65746628 6428110 6840804 0 0 31870161 33395858 0 0 2364437 13953709 15892708 52251980 56129370 3891032 9617258 188549843 202758946 9430269 9171903 179119574 193587043 X THE MISSION OF POLYTECHNIC SCHOOL IS TO DEVELOP THE UNIQUE INTELLECT, TALENTS, AND CHARACTER OF EACH STUDENT IN A COMMUNITY DEDICATED TO ACADEMIC EXCELLENCE, PERSONAL RESPONSIBILITY, AND SERVICE TO OTHERS. THE SCHOOL ENVISIONS A COMMUNITY OF STUDENTS, INSPIRED BY TRANSFORMATIVE TEACHING, WHO WILL CONTRIBUTE PROFOUNDLY TO THE WORLD AS INTELLECTUAL LEADERS. 0 0 44800373 6840804 41851632 POLYTECHNIC SCHOOL IS AN INDEPENDENT, COEDUCATIONAL DAY SCHOOL FOR APPROXIMATELY 884 STUDENTS IN KINDERGARTEN THROUGH GRADE TWELVE. THE SCHOOL WAS ESTABLISHED IN 1907 AND IS LOCATED ON A 15 ACRE CAMPUS IN PASADENA, CALIFORNIA. THE SCHOOL OFFERS A STRONG ACADEMIC PROGRAM, ACTIVITIES BEYOND THE CLASSROOM INCLUDING ATHLETICS, OUTDOOR EDUCATION, COMMUNITY SERVICE, AND THE VISUAL AND PERFORMING ARTS. THE SCHOOL STRIVES TO REFLECT THE CULTURAL, ETHNIC AND ECONOMIC DIVERSITY PRESENT IN THE PASADENA AND SAN GABRIEL VALLEY AREA. THE SCHOOL OFFERS SMALL CLASSES WHICH ENCOURAGE DEEP STUDENT-FACULTY INTERACTION, FACILITIES THAT ENHANCE THE ABILITY OF THE FACULTY TO TEACH, AND OPPORTUNITIES FOR FACULTY DEVELOPMENT. 44800373 1 1 0 1 0 0 0 0 1 1 1 1 0 0 1 1 1 0 1 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 1 1 1 0 1 0 0 0 0 1 0 0 0 1 123 0 1 616 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 23 20 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 CA X KEITH HUYSSOON 6263966300 1030 E CALIFORNIA BLVD PASADENA CA 91106 JOHN BRACKER HEAD OF SCHOOL 60.00 5.00 X 989379 0 206347 KEITH HUYSSOON CFO 50.00 0.00 X 302394 0 54119 LISA WU ASSISTANT HEAD OF SCHOOL, ENROLLMENT AND STRATEGIC 50.00 0.00 X 264815 0 35031 MEREDITH ROBBINS CHIEF ADVANCEMENT OFFICER 50.00 0.00 X 228902 0 28642 JOHNATHAN FAY DIRECTOR OF POLYSUMMER AND EXTENDED DAY PROGRAMS 50.00 0.00 X 222038 0 37098 JOSE MELGOZA UPPER SCHOOL DIRECTOR 50.00 0.00 X 202026 0 29795 PAULA MARTIN LOW SCHOOL DIRECTOR ADVISOR 50.00 0.00 X 198959 0 27021 ALEXANDER HUDNUT BOARD CHAIR 5.00 0.00 X X 0 0 0 EZRA CALLAHAN VICE CHAIR 5.00 0.00 X X 0 0 0 SONIA SINGLA VICE CHAIR 5.00 0.00 X X 0 0 0 MOHSIN ANSARI TREASURER 5.00 0.00 X X 0 0 0 ROSALINA CARDENAS SECRETARY 5.00 0.00 X X 0 0 0 KOKO ARCHIBONG TRUSTEE 5.00 0.00 X 0 0 0 KWAME BRATHWAITE TRUSTEE 5.00 0.00 X 0 0 0 KRISTIN CEVA TRUSTEE 5.00 0.00 X 0 0 0 HENRY CHOI AT LARGE MEMBER 5.00 0.00 X 0 0 0 ANNIE DENG TRUSTEE 5.00 0.00 X 0 0 0 JAMES FRANKE TRUSTEE 5.00 0.00 X 0 0 0 MARK HOLDSWORTH TRUSTEE 5.00 0.00 X 0 0 0 MING HSIEH TRUSTEE 5.00 0.00 X 0 0 0 JEFFREY KELTNER TRUSTEE 5.00 0.00 X 0 0 0 ROBERTO LONGORIA TRUSTEE 5.00 0.00 X 0 0 0 LORI MACPHERSON TRUSTEE 5.00 0.00 X 0 0 0 DENISE NELSON NASH AT LARGE MEMBER 5.00 0.00 X 0 0 0 MARICRUZ PRADO TRUSTEE 5.00 0.00 X 0 0 0 CAROL POMERANTZ TRUSTEE 5.00 0.00 X 0 0 0 PETER RICE TRUSTEE 5.00 0.00 X 0 0 0 JETHRO ROTHE-KUSHEL TRUSTEE 5.00 0.00 X 0 0 0 AMBER TYSON TRUSTEE 5.00 0.00 X 0 0 0 COURTENAY VALENTI TRUSTEE 5.00 0.00 X 0 0 0 2408513 0 418053 93 0 1 0 GIBSON DUNN & CRUTCHER LLP PO BOX 840723 LOS ANGELES CA 90084 LAW FIRM/ADVISING FIRM 447330 MONTGOMERY CLARK ADVISORS 1990 S BUNDY DRIVE STE 850 LOS ANGELES CA 90025 STRATEGIC LAND CONSULTING SERVICE 215000 TOM MCGRAIL ROOFING 8729 BEECHWOOD DRIVE ALTA LOMA CA 91701 MAINTENANCE 197300 GRUEN ASSOCIATES 6330 SAN VICENTE LOS ANGELES CA 90048 PLANNING INTERIORS LANDSCAPE 139622 4 79972 15039853 4328973 15119825 TUITION AND FEES 611710 37953873 37953873 SUMMER SCHOOL 611710 3595297 3595297 AFTER SCHOOL PROGRAM 611710 302462 302462 41851632 4159467 4159467 269053 169572 99481 99481 99481 31086234 26903113 4183121 4183121 4183121 74054 79972 92724 -18670 -18670 REIMB FROM RELATED ENT 611710 190187 190187 PANTHER CLUB REVENUE 611710 78882 78882 OTHER INCOME 611710 74055 74055 8648 8648 351772 65746628 41851632 0 8775171 6840804 6840804 1278752 1278752 25548784 21265662 2783063 1500059 1459792 1196385 184328 79079 3202315 2686583 319342 196390 1906215 1569277 231014 105924 233685 233685 103899 103899 327284 327284 194387 91295 103092 233343 17016 211497 4830 468109 411937 46811 9361 2571301 2262745 257130 51426 7235 7235 2918927 2568655 291893 58379 681631 297132 377746 6753 RETURNED GIFT DUE TO SU 2000000 2000000 OUTDOOR EDUCATION 653774 653774 ATHLETIC DEPARTMENT EXP 403678 403678 RECRUITMENT EXPENSES 146303 146303 4949152 2626725 2073283 249144 56129370 44800373 8964560 2364437 4161172 5553372 5697160 8019702 11 520011 51090 31946 2183958 1532365 94256843 34850118 59886073 59406725 94540216 106692218 21076595 20080298 953568 922309 188549843 202758946 3811192 3379583 5227130 5470408 150415 131992 241532 189920 9430269 9171903 X 105096024 108716601 74023550 84870442 179119574 193587043 188549843 202758946 X 9617258 4829691 20520 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 176171 0 0 176171 0 PART II-B, LINE 1: LA COUNTY LAND USE ENTITLEMENTS FOR ATHLETIC FIELDS IN ALTADENA. 0 1 X 110642785 5850381 12014903 3950154 124557915 98158256 3388820 12778971 3683262 110642785 87295767 4004766 10494887 3568084 69080 98158256 97025586 4521844 -10846708 3339946 65009 87295767 71716339 2722555 26022621 3370905 65024 97025586 0.38030 0.36170 0.25800 0 0 10345825 10345825 69971071 25784290 44186781 9185804 6023872 3161932 4754143 3041956 1712187 59406725 LARGE CAP EQUITY FUND 20080298 F 20080298 LEASE LIABILITY 189920 189920 X 63691047 4829691 282816 5112507 58578540 327284 6840804 7168088 65746628 47223578 262296 262296 46961282 327284 8840804 9168088 56129370 PART IV, LINE 2B: CUSTODIAN ACCOUNTS INCLUDE STUDENT AND PARENT ASSOCIATION ACCOUNTS. PART V, LINE 4: THE SCHOOL'S ENDOWMENT IS COMPRISED OF INDIVIDUAL FUNDS WHICH ARE HELD IN INVESTMENTS FOR THE PURPOSE OF PROVIDING SUPPORT FOR FINANCIAL AID, FACULTY RELATED PROGRAMS AND OTHER SCHOOL PROGRAMS. PART X, LINE 2: THE SCHOOL HAS BEEN GRANTED TAX-EXEMPT STATUS BY THE INTERNAL REVENUE SERVICE UNDER IRC 501(C)(3), AND THE STATE OF CALIFORNIA. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES PROVIDE ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ORGANIZATION IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THEY ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION OR, IF NOT, THAT THE IMPACTS WOULD NOT BE SIGNIFICANT TO THE SCHOOL'S FINANCIAL CONDITION. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF TRUST 20,520. RENT EXPENSE 169,572. FUNDRAISING EXPENSES 92,724. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 6,840,804. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENT EXPENSE 169,572. FUNDRAISING EXPENSES 92,724. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 6,840,804. RETURNED GIFT DUE TO SUSPENDED PROJECT 2,000,000. 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 NON DISCRIMINATORY POLICY IS DISCLOSED ON THE SCHOOL'S WEBSITE. IT IS PRIMARILY PUBLICLY ACCESSIBLE VIA THE INTERNET ON SCHOOL'S HOMEPAGE AT ALL TIMES, IN A MANNER REASONABLY EXPECTED TO BE NOTICED BY VISITORS TO THE HOMEPAGE. EAST ASIA AND THE PACIFIC 0 0 CONTRIBUTIONS RECEIVED N/A EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 CONTRIBUTIONS RECEIVED N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART I, LINE 3: THE ACCRUAL ACCOUNTING METHOD WAS USED TO ACCOUNT FOR REVENUE AND EXPENDITURES IN PART I. FRIDAY NIGHT LIGHTS 154026 79972 74054 63391 8064 10663 10606 154026 79972 74054 63391 8064 10663 10606 92724 -18670 1 FINANCIAL AID 230 6840804 N/A N/A PART I, LINE 2: FINANCIAL AID AWARDS ARE GRANTED IN FURTHERANCE OF THE SCHOOL'S EXEMPT PROGRAMS AND ARE MADE IN ACCORDANCE WITH PROCEDURES OR SUBJECT TO CONDITIONS ESTABLISHED BY THE SCHOOL'S GOVERNING BOARD. THE FINANCIAL AID AWARDS RECIPIENTS ARE ADEQUATELY INVESTIGATED TO ENSURE THAT THEY ARE QUALIFIED RECIPIENTS. STUDENTS RECEIVING AWARDS ARE JUDGED WORTHY BY THE INSTITUTIONS ASSESSMENT ON THE BASIS OF FINANCIAL NEED, AND OTHER SIMILAR STANDARDS. DETERMINATION OF FINANCIAL AID AWARDS: FINANCIAL AID IS OFFERED TO ADMITTED APPLICANTS OR RETURNING STUDENTS BASED ON FINANCIAL NEED. THE SCHOOL DOES NOT OFFER LOANS OR SCHOLARSHIPS. FAMILIES ARE SENT A PACKET OF INFORMATION AND FORMS UPON REQUEST. FAMILIES ARE ASKED TO COMPLETE A PARENT'S FINANCIAL STATEMENT TO BE SENT TO AN INDEPENDENT ORGANIZATION WHO CALCULATES THE EXPECTED FAMILY CONTRIBUTION BASED ON, AMONG OTHER FACTORS: THE FAMILY'S INCOME, ASSETS AND LIABILITIES, UNUSUAL EXPENSES AND FAMILY SIZE. THE SCHOOL THEN REVIEWS THIS INDEPENDENT CALCULATION TOGETHER WITH THE FAMILY'S LATEST TAX RETURN. EVERY REQUEST IS REVIEWED CAREFULLY, AND A DECISION IS MADE BASED ON ALL AVAILABLE INFORMATION. X X X X X 1 1 X X X 0 1 0 0 0 0 0 0 0 JOHN BRACKER HEAD OF SCHOOL 628571 0 0 0 360808 0 192700 0 13647 0 1195726 0 142515 0 KEITH HUYSSOON CFO 298638 0 0 0 3756 0 30656 0 23463 0 356513 0 0 0 LISA WU ASSISTANT HEAD OF SCHOOL, ENROLLMENT 264207 0 0 0 608 0 16207 0 18824 0 299846 0 0 0 MEREDITH ROBBINS CHIEF ADVANCEMENT OFFICER 228671 0 0 0 231 0 14561 0 14081 0 257544 0 0 0 JOHNATHAN FAY DIRECTOR OF POLYSUMMER AND EXTENDED 220768 0 0 0 1270 0 23181 0 13917 0 259136 0 0 0 JOSE MELGOZA UPPER SCHOOL DIRECTOR 201752 0 0 0 274 0 20216 0 9579 0 231821 0 0 0 PAULA MARTIN LOW SCHOOL DIRECTOR ADVISOR 190617 0 0 0 8342 0 15526 0 11495 0 225980 0 0 0 PART I, LINE 1A THE SCHOOL PROVIDES THE HEAD WITH A DISCRETIONARY SPENDING ACCOUNT TO CAPTURE NECESSARY BUSINESS EXPENSES SUCH AS CONFERENCES, RESIDENCE EXPENSES, MEMBERSHIP DUES, ETC. AS PER THE EMPLOYMENT CONTRACT, THE HEAD OF THE SCHOOL IS REQUIRED TO OCCUPY SCHOOL OWNED HOUSING ADJACENT TO THE SCHOOL WHERE THE HEAD ALSO REGULARLY CONDUCTS SCHOOL RELATED FUNCTIONS. THE SCHOOL PAYS FOR THE HEAD OF SCHOOL'S MEMBERSHIP IN A UNIVERSITY FACULTY CLUB WHERE THE HEAD REGULARLY ATTENDS SCHOOL-RELATED FUNCTIONS. PER THE HEAD OF SCHOOL'S EMPLOYMENT CONTRACT, THE SCHOOL PAYS FOR MAID SERVICE AT THE SCHOOL-PROVIDED HOUSE. PART I, LINE 4B JOHN W. BRACKER'S COMPENSATION REPORTED ON FORM 990, PART VII INCLUDED $142,515 FOR SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN; TERMS AND CONDITIONS WERE AS FOLLOWS: 457F PAYOUT CALENDAR YEAR 2024. A CONTRIBUTION OF $172,000 WAS MADE TO THE 457(F) PLAN DURING 2024 AS WELL. TRUSTEE OR TRUSTEE FAMILY MEMBER 37100 FINANCIAL AID EDUCATION TRUSTEE OR TRUSTEE FAMILY MEMBER 124100 FINANCIAL AID EDUCATION TRUSTEE OR TRUSTEE FAMILY MEMBER 5000 FINANCIAL AID EDUCATION RACHEL COUNTRYMAN SPOUSE OF THE HEAD OF SCHOOL 87599 PAYROLL TRANSACTION - EMPLOYEE 0 X 14 4328973 FMV 0 0 1 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTORS WASA USED IN PART I COLUMN (B). FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES THAT HAVE THE AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S OUTSIDE PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE A DRAFT RETURN IS AVAILABLE, IT IS REVIEWED BY MANAGEMENT, AND ANY CHANGES OR REVISIONS ARE INCORPORATED. THE AUDIT COMMITTEE IS DELEGATED RESPONSIBILITY TO REVIEW THE COMPLETE FORM 990 PRIOR TO FILING. THE BOARD OF TRUSTEES RECEIVES A COMPLETE COPY OF THE FORM 990 PRIOR TO FILING, IS PRESENTED WITH A SUMMARY OF THE PROCESS AND KEY ITEMS BY THE AUDIT COMMITTEE, AND APPROVES THE FILING OF THE FORM 990 BEFORE IT IS SUBMITTED TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE POLYTECHNIC SCHOOL BOARD OF TRUSTEES HAS A CONFLICT OF INTEREST POLICY TO ENSURE THAT BOARD ACTIONS ARE FREE FROM ANY ACTUAL OR APPEARANCE OF CONFLICT OF INTEREST. ANNUALLY, EACH BOARD MEMBER IS REMINDED OF THE COMPLIANCE WITH THIS POLICY. FOLLOWING DISCLOSURE TO THE BOARD CHAIR OF AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST, THE BOARD CHAIR SHALL DETERMINE WHETHER AN ACTUAL CONFLICT OF INTEREST EXISTS AND, IF SO, THE BOARD CHAIR SHALL REFER THE MATTER TO THE EXECUTIVE COMMITTEE, WHICH SHALL DETERMINE HOW BEST TO PROTECT THE SCHOOL'S INTEREST. A TRUSTEE WHO IS INVOLVED IN A POTENTIAL CONFLICT OF INTEREST IS NOT ALLOWED TO VOTE ON ANY MATTERS RELATED TO THE CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE HEAD OF SCHOOL'S COMPENSATION IS REVIEWED AND AUTHORIZED BY THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES, WHICH INCLUDES COMPARISON TO PEER SCHOOLS AND OTHER RELEVANT PERFORMANCE FACTORS. THE HEAD OF SCHOOL HAS A WRITTEN CONTRACT. CFO COMPENSATION IS DETERMINED ANNUALLY BY THE HEAD OF SCHOOL AND CONSIDERS THE COMPARISON TO PEER SCHOOLS AND OTHER RELEVANT PERFORMANCE FACTORS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MADE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF TRUST 20,520. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. THE FUND FOR PARTNERSHIP FOR SUCCESS 1030 E CALIFORNIA BLVD PASADENA CA 91106 823396946 CHARITABLE FUNDRAISING CA 501 (C) (3) 509(A)(3) N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0