VIEWPOINT EDUCATIONAL FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- VIEWPOINT EDUCATIONAL FOUNDATION (EIN 95-2242261)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-01-27
- IRS object ID
- 201400279349300135
- Schema version
- 2012v2.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-01-27T14:18:26-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 946214841 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12657 ALCOSTA BOULEVARD SUITE 500 | AddressLine1 |
| City | SAN RAMON | City |
| State | CA | State |
| ZIP Code | 945834600 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952242261 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VIEWPOINT EDUCATIONAL FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | VIEW | NameControl |
| Phone | 8185916500 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23620 MULHOLLAND HWY | AddressLine1 |
| City | CALABASAS | City |
| State | CA | State |
| ZIP Code | 91302 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT J DWORKOSKI | Name |
| Title | PRESIDENT | Title |
| Phone | 8185916500 | Phone |
| Date Signed | 2014-01-25 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LYNN HENLEY | Name |
| PTIN | P00356034 | PTIN |
| Phone | 9257902600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ROBERT J DWORKOSKI | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23620 MULHOLLAND HWY | AddressLine1 |
| City | CALABASAS | City |
| State | CA | State |
| ZIP Code | 91302 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 44696134 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.VIEWPOINT.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1961 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | THE SCHOOL PROVIDES EDUCATIONAL SERVICES FOR STUDENTS IN KINDERGARTEN THROUGH 12TH GRADE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 28 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 28 | NbrIndependentVotingMembers |
| Total Nbr Employees | 447 | TotalNbrEmployees |
| Total Nbr Volunteers | 80 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2159197 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2990847 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 37589449 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 39533881 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 263939 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1166870 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 424204 | OtherRevenuePriorYear |
| Other Revenue Current Year | 420804 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 40436789 | TotalRevenuePriorYear |
| Total Revenue Current Year | 44112402 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 3374126 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 3526461 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 23421299 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 25876977 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1079562 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 15609660 | OtherExpensePriorYear |
| Other Expenses Current Year | 12585705 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 42405085 | TotalExpensesPriorYear |
| Total Expenses Current Year | 41989143 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1968296 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2123259 | RevenuesLessExpensesCY |
| Total Assets BOY | 87977915 | TotalAssetsBOY |
| Total Assets EOY | 90847949 | TotalAssetsEOY |
| Total Liabilities BOY | 51424965 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 52171740 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 36552950 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 38676209 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | VIEWPOINT SCHOOL IS A WELCOMING, VIBRANT, AND COLLABORATIVE COMMUNITY THAT OFFERS A CHALLENGING AND ENRICHED COLLEGE PREPARATORY EDUCATION IN A NURTURING ENVIRONMENT FOR STUDENTS IN KINDERGARTEN THROUGH TWELFTH GRADE. THE SCHOOL EMBRACES STUDENTS AND FAMILIES FROM DIVERSE CULTURES OF THE WORLD AND TEACHES THE HISTORY AND WISDOM OF THESE TRADITIONS.VIEWPOINT INSPIRES A LOVE OF LEARNING AND DEVELOPS THOSE QUALITIES WHICH PROVIDE STRENGTH AND DIRECTION FOR A LIFETIME. THE SCHOOL PROMOTES AMONG ITS STUDENTS RESPECT, INTEGRITY, RESPONSIBILITY, AND OPTIMISM. THE SCHOOL CELEBRATES ITS LOVE OF COUNTRY BY COMMEMORATING OUR NATION'S HOLIDAYS AND HONORING ITS FINEST TRADITIONS. VIEWPOINT AFFIRMS IN ITS ASSEMBLIES AND PROGRAMS THE ETHICAL PRINCIPLES INHERENT IN ALL RELIGIONS. VIEWPOINT'S STUDENTS LEARN THE IMPORTANCE OF SERVICE TO OTHERS AND TO THE GREATER COMMUNITY WITH THE EXPECTATION THAT THIS INTRODUCTION BECOMES A LIFELONG COMMITMENT. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 33972184 | Expense |
| Grants | 3526461 | Grants |
| Revenue | 39533881 | Revenue |
| Description | THE FOUNDATION IS AN INDEPENDENT, COEDUCATIONAL DAY SCHOOL WITH AN ENROLLMENT OF 1,200 PROVIDING EDUCATIONAL SERVICES TO CHILDREN IN GRADES KINDERGARTEN THROUGH TWELVE. THE BREAKDOWN OF THE CURRENT ENROLLMENT IS AS FOLLOWS: 474 IN GRADES 9-12, 331 IN GRADES 6-8, AND 395 IN GRADES K-5. THE SCHOOL AWARDED FINANCIAL AID TO 17% OF THE STUDENT BODY. | Description |
| Total Program Service Expense | 33972184 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 53 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 447 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 28 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 28 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LISSA SHOLTY BUSINESS MANAGER AND CONTROLLER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8185916671 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23620 MULHOLLAND HWY | AddressLine1 |
| City | CALABASAS | City |
| State | CA | State |
| ZIP Code | 91302 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (36 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| HALE BEHZADI | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| THOMAS BOONE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JOE CARIERI | |||||||
| CHAIR | 1.00 | X | 0 | 0 | 0 | X | |
| STEVEN CARLSON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| SETH CASDEN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| LYN DE LOGI | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| CHRISTINA DERONDE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| GINGER DETTERMAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT FLOURNEY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DIRK GATES | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MEGHAN HANDY | |||||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 | X | |
| JEREMY HELFAND | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| HAL HERMELEE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| KRAIG KITCHIN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DAN MELLINKOFF | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| KATHRYN MOSELEY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MICHAEL MURPHY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JOHN NADOLENCO | |||||||
| VICE CHAIR | 1.00 | X | 0 | 0 | 0 | X | |
| JERRY PAUL | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| CHARLES SCHETTER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MATTHEW SERLETIC | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JEFFREY STIBEL | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| SHELLY SUMPTER GILLYARD | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| SHARON TESORIERO | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT WEBSTER | |||||||
| FINANCE CHAIR | 1.00 | X | 0 | 0 | 0 | X | |
| STEPHANIE WOLFSON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| KUMAR YAMANI | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| KEITH ZIMMET | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT DWORKOSKI | |||||||
| HEADMASTER | 40.00 | 598812 | 0 | 23245 | X | ||
| PAUL ROSENBAUM | |||||||
| COO | 40.00 | 363726 | 0 | 23245 | X | ||
| CHAD TEW | |||||||
| CFO | 40.00 | 290244 | 0 | 22023 | X | ||
| AMY MAENTZ | |||||||
| CHIEF ADVANCEMENT OFFICER | 40.00 | 192992 | 0 | 8790 | X | ||
| ALAN HOWIE | |||||||
| HEAD OF UPPER SCHOOL | 40.00 | 146703 | 0 | 17496 | X | ||
| LAUREL TEW | |||||||
| DIR OF ADMISSIONS & FINANCIAL AID | 40.00 | 157985 | 0 | 22023 | X | ||
| JULIANNE DESAL | |||||||
| DIRECTOR OF THE ARTS | 40.00 | 146838 | 0 | 17453 | X | ||
| PATRICK MOYAL | |||||||
| DIRECTOR OF ATHLETICS | 40.00 | 146311 | 0 | 16842 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2043611 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 151117 | TotalOtherCompensation |
| Number Individuals GT100 K | 28 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SAGE DINING SERVICES INC | |||||
| 1402 YORK RD STE 100 | LUTHERVILLE | MD | 21093 | FOOD SERVICES | 1055164 |
| TUMBLEWEED TRANSPORTATION | |||||
| PO BOX 49291 | LOS ANGELES | CA | 90049 | BUSING | 466293 |
| TRANSIT SYSTEMS UNLIMITED | |||||
| 8976 LAUREL CANYON BLVD | SUN VALLEY | CA | 91352 | BUSING | 146573 |
| HELLAS CONSTRUCTION | |||||
| 12710 RESEARCH BLVD STE 240 | AUSTIN | TX | 78759 | CONTRACTOR | 137082 |
| KALBAN ARCHITECTS | |||||
| 10585 SANTA MONICA BLVD STE 160 | LOS ANGELES | CA | 90025 | ARCHITECT | 122278 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Fundraising Events | 59655 | FundraisingEvents |
| All Other Contributions | 2931192 | AllOtherContributions |
| Noncash Contributions | 256457 | NoncashContributions |
| Total Contributions | 2990847 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 611600 | 36539169 | 36539169 |
| AUXILIARY SERVICES | 611710 | 2359733 | 2359733 |
| FIELD TRIPS & ACTIVITIES | 900099 | 634979 | 634979 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 39533881 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 285458 | TotalRevenueColumn |
| Exclusion | $285,458 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 36000 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 41097 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -5097 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -5097 | TotalRevenueColumn |
| Exclusion | -$5,097 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1060000 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 178588 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 881412 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 881412 | TotalRevenueColumn |
| Exclusion | $881,412 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 789948 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 59655 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 364047 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 425901 | TotalRevenueColumn |
| Exclusion | $425,901 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 44112402 | TotalRevenueColumn |
| Related Or Exempt Function Income | 39533881 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,587,674 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3526461 | Total |
| Program Services | 3526461 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1360741 | Total |
| Program Services | 667048 | ProgramServices |
| Management And General | 506713 | ManagementAndGeneral |
| Fundraising | 186980 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 309092 | Total |
| Program Services | 177638 | ProgramServices |
| Management And General | 131454 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20267863 | Total |
| Program Services | 17318343 | ProgramServices |
| Management And General | 2439220 | ManagementAndGeneral |
| Fundraising | 510300 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 808716 | Total |
| Program Services | 515015 | ProgramServices |
| Management And General | 260943 | ManagementAndGeneral |
| Fundraising | 32758 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1624911 | Total |
| Program Services | 917959 | ProgramServices |
| Management And General | 680314 | ManagementAndGeneral |
| Fundraising | 26638 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1505654 | Total |
| Program Services | 1039456 | ProgramServices |
| Management And General | 419141 | ManagementAndGeneral |
| Fundraising | 47057 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10776 | Total |
| Management And General | 10776 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42900 | Total |
| Management And General | 42900 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1310201 | Total |
| Management And General | 1310201 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 234332 | Total |
| Program Services | 110294 | ProgramServices |
| Management And General | 124038 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 337694 | Total |
| Program Services | 42867 | ProgramServices |
| Management And General | 294827 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 81195 | Total |
| Program Services | 81195 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1208198 | Total |
| Program Services | 1075296 | ProgramServices |
| Management And General | 120820 | ManagementAndGeneral |
| Fundraising | 12082 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 262016 | Total |
| Program Services | 140410 | ProgramServices |
| Management And General | 121606 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1409211 | Total |
| Program Services | 1254198 | ProgramServices |
| Management And General | 140921 | ManagementAndGeneral |
| Fundraising | 14092 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3335227 | Total |
| Program Services | 2968352 | ProgramServices |
| Management And General | 333523 | ManagementAndGeneral |
| Fundraising | 33352 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising |
|---|---|---|---|
| STUDENT AUXILIARY SERVI | 1775616 | 1775616 | |
| STUDENT ACTIVITIES EXPE | 1333137 | 1333137 | |
| OTHER INSTRUCTIONAL EXP | 1028899 | 1028899 | |
| DEVELOPMENT EXPENSE | 216303 | 216303 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41989143 | Total |
| Program Services | 33972184 | ProgramServices |
| Management And General | 6937397 | ManagementAndGeneral |
| Fundraising | 1079562 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 804133 | BOY |
| EOY | 1589378 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17580710 | BOY |
| EOY | 18694643 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 547993 | BOY |
| EOY | 716420 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 106702 | BOY |
| EOY | 22222 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 615546 | BOY |
| EOY | 595405 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 79539202 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 21842248 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57995470 | BOY |
| EOY | 57696954 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8614563 | BOY |
| EOY | 10785287 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1078168 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 634630 | BOY |
| EOY | 747640 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 87977915 | BOY |
| EOY | 90847949 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2971946 | BOY |
| EOY | 2681065 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14604783 | BOY |
| EOY | 13342307 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33432070 | BOY |
| EOY | 33440736 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 1296113 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 416166 | BOY |
| EOY | 1411519 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51424965 | BOY |
| EOY | 52171740 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32271611 | BOY |
| EOY | 33202920 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1384626 | BOY |
| EOY | 1929033 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2896713 | BOY |
| EOY | 3544256 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36552950 | BOY |
| EOY | 38676209 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 87977915 | BOY |
| EOY | 90847949 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 2123259 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8763536 | BeginningOfYearBalance |
| Contributions | 1230866 | Contributions |
| Investment Earnings Or Losses | 1073739 | InvestmentEarningsOrLosses |
| Other Expenditures | 50586 | OtherExpenditures |
| End Of Year Balance | 11017555 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8046007 | BeginningOfYearBalance |
| Contributions | 295628 | Contributions |
| Investment Earnings Or Losses | 480049 | InvestmentEarningsOrLosses |
| Other Expenditures | 58148 | OtherExpenditures |
| End Of Year Balance | 8763536 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6581782 | BeginningOfYearBalance |
| Contributions | 237310 | Contributions |
| Investment Earnings Or Losses | 1243452 | InvestmentEarningsOrLosses |
| Other Expenditures | 16537 | OtherExpenditures |
| End Of Year Balance | 8046007 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5260565 | BeginningOfYearBalance |
| Contributions | 856515 | Contributions |
| Investment Earnings Or Losses | 488053 | InvestmentEarningsOrLosses |
| Other Expenditures | 23351 | OtherExpenditures |
| End Of Year Balance | 6581782 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5857198 | BeginningOfYearBalance |
| Contributions | 334761 | Contributions |
| Investment Earnings Or Losses | -871317 | InvestmentEarningsOrLosses |
| Other Expenditures | 60077 | OtherExpenditures |
| End Of Year Balance | 5260565 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.58310 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.32170 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.09530 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6159067 | OtherCostOrOtherBasis |
| Book Value | 6159067 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 64941175 | OtherCostOrOtherBasis |
| Depreciation | 16372572 | Depreciation |
| Book Value | 48568603 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7726726 | OtherCostOrOtherBasis |
| Depreciation | 5114168 | Depreciation |
| Book Value | 2612558 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 712234 | OtherCostOrOtherBasis |
| Depreciation | 355508 | Depreciation |
| Book Value | 356726 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 57696954 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEFERRED COMPENSATION LIABILITY | Description |
| Amount | $1,411,519 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1411519 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE APPROPRIATION OF ENDOWMENT FUNDS WILL BE USED FOR GENERAL EDUCATIONAL PROGRAM SERVICES. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE SCHOOL HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF JUNE 30, 2013, THE SCHOOL DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 0 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | Identifier |
| Return Reference | SCHEDULE E, PART I, LINE 3 | ReturnReference |
| Explanation | A STATEMENT WAS PUBLISHED IN JUNE, 2013 IN THE L.A. TIMES AS A CONSORTIUM OF ABOUT 90 INDEPENDENT SCHOOLS THROUGHOUT CALIFORNIA. THE STATEMENT SAYS: THE FOLLOWING SCHOOLS ADMIT STUDENTS OF ANY RACE, COLOR, NATIONAL AND ETHNIC ORIGIN TO ALL THE RIGHTS, PRIVILEDGES, PROGRAMS AND ACTIVITIES GENERALLY ACCORDED OR MADE AVAILABLE TO THE STUDENTS AT THE SCHOOLS. (LIST OF APPROXIMATELY 90 SCHOOLS LISTED) THE SCHOOLS DO NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, NATIONAL AND ETHNIC ORIGIN, OR SEXUAL ORIENTATION IN ADMINISTRATION OF THEIR EDUCATIONAL POLICIES, ADMISSIONS POLICIES, SCHOLARSHIP AND LOAN PAYMENTS, ATHLETIC AND OTHER SCHOOL ADMINISTERED PROGRAMS. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | BENEFIT DANCE | NameOfEvent1 |
| Gross Receipts Event1 | 646493 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 59655 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 586838 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 104983 | RentFacilityCostsEvent1 |
| Entertainment Event1 | 9500 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 90813 | OtherDirectExpensesEvent1 |
| Name Of Event2 | PARENT ASSOCIATION EVENTS | NameOfEvent2 |
| Gross Receipts Event2 | 172983 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 172983 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 149068 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 30127 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 30127 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 9683 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 849603 | GrossReceiptsTotal |
| Charitable Contributions Total | 59655 | CharitableContributionsTotal |
| Gross Revenue Total Events | 789948 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 104983 | RentFacilityCostsTotalEvents |
| Entertainment Total Events | 9500 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 249564 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 364047 | DirectExpenseSummaryEvents |
| Net Income Summary | 425901 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | FINANCIAL AID | TypeOfGrant |
| Number Of Recipients | 208 | NumberOfRecipients |
| Amount Of Cash Grant | 3526461 | AmountOfCashGrant |
| Method Of Valuation | FMV | MethodOfValuation |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE SCHOOL'S FINANCIAL AID PROGRAM IS A NEED-BASED PROGRAM AS EVALUATED BY THE FINANCIAL AID DEPARTMENT AND INDEPENDENT SCHOOL MANAGEMENT'S SYSTEM, FINANCIAL AID FOR SCHOOL TUITION ("FAST"). THE FINANCIAL AID COMMITTEE AT THE SCHOOL REVIEWS THIS EVALUATION AND MAKES FINANCIAL AID AWARDS BASED ON THE LEVEL OF NEED AND THE AVAILABLE FINANCIAL AID FUNDS. THE COMMITTEE CONSIDERS TOTAL INCOME, ASSETS, NUMBER OF DEPENDENTS, PROVISIONS FOR RETIREMENT, AND EXTRAORDINARY EXPENSES IN ASSESSING A FAMILY'S ABILITY TO PAY EDUCATIONAL EXPENSES. WHILE THE COMMITTEE USUALLY TRIES TO MEET 100% OF THE NEEDS AS DETERMINED BY "FAST," IT DOES EXPECT THAT EVERY FAMILY CONTRIBUTE TO THE CHILD'S TUITION AND SCHOOL EXPENSES IN SOME WAY. THE SCHOOL ALSO ASSISTS FAMILIES RECEIVING FINANCIAL AID BY PROVIDING THEM USED BOOKS FOR A DISCOUNTED PRICE AND DISCOUNTS ON OPTIONAL FIELD TRIPS AND ACTIVITIES. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Discretionary Spending Account | X | DiscretionarySpendingAccount |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (8 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT DWORKOSKI | ||||||||||||||
| HEADMASTER | 598812 | 0 | 0 | 0 | 0 | 0 | 12500 | 0 | 10745 | 0 | 622057 | 0 | 0 | 0 |
| PAUL ROSENBAUM | ||||||||||||||
| COO | 363726 | 0 | 0 | 0 | 0 | 0 | 12500 | 0 | 10745 | 0 | 386971 | 0 | 0 | 0 |
| CHAD TEW | ||||||||||||||
| CFO | 285244 | 0 | 5000 | 0 | 0 | 0 | 11278 | 0 | 10745 | 0 | 312267 | 0 | 0 | 0 |
| AMY MAENTZ | ||||||||||||||
| CHIEF ADVANCEMENT OFFICER | 182992 | 0 | 10000 | 0 | 0 | 0 | 8790 | 0 | 0 | 0 | 201782 | 0 | 0 | 0 |
| ALAN HOWIE | ||||||||||||||
| HEAD OF UPPER SCHOOL | 146703 | 0 | 0 | 0 | 0 | 0 | 6751 | 0 | 10745 | 0 | 164199 | 0 | 0 | 0 |
| LAUREL TEW | ||||||||||||||
| DIR OF ADMISSIONS & FINANCIAL AID | 157985 | 0 | 0 | 0 | 0 | 0 | 11278 | 0 | 10745 | 0 | 180008 | 0 | 0 | 0 |
| JULIANNE DESAL | ||||||||||||||
| DIRECTOR OF THE ARTS | 141838 | 0 | 5000 | 0 | 0 | 0 | 6708 | 0 | 10745 | 0 | 164291 | 0 | 0 | 0 |
| PATRICK MOYAL | ||||||||||||||
| DIRECTOR OF ATHLETICS | 146311 | 0 | 0 | 0 | 0 | 0 | 6097 | 0 | 10745 | 0 | 163153 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | HOUSING ALLOWANCE FOR HEADMASTER, ASSOCIATE HEADMASTER (COO) AND CFO AS IS TYPICAL IN THE CONTRACTS OF THESE EXECUTIVES. AUTO ALLOWANCE FOR HEADMASTER, ASSOCIATE HEADMASTER AND CFO AS WELL AS AUTO EXPENSE REIMBURSEMENT WHICH IS GROSSED UP. GROSSED UP REIMBURSEMENTS FOR LIFE INSURANCE AND LONG-TERM DISABILITY FOR HEADMASTER AND LIFE INSURANCE FOR THE ASSOCIATE HEADMASTER. MEDICAL EXPENSE REIMBURSEMENT GROSSED UP TO A MAXIMUM OF $20K PER FISCAL YEAR FOR HEADMASTER. DEPENDENT MEDICAL INSURANCE COVERAGE FOR HEADMASTER AND ASSOCIATE HEADMASTER. DISCRETIONARY SPENDING ACCOUNT EXPENSE FOR HEADMASTER WAS $7,594 AND FOR ASSOCATE HEADMASTER'S WAS $5,253. |
| PART I, LINE 4B | THE ASSOCIATE HEADMASTER (COO), CFO, CHIEF ADVANCEMENT OFFICER, AND DIRECTOR OF ADMISSIONS AND FINANCIAL AID PARTICIPATE IN A QUALIFIED 457B PLAN ESTABLISHED WITH TIAA-CREF. VIEWPOINT MATCHES 2-1 ANY EMPLOYEE CONTRIBUTIONS. THE HEADMASTER HAS A DEFERRED COMPENSATION CLAUSE IN HIS EMPLOYMENT CONTRACT WHICH IS EARNED AT THE END OF THE CONTRACT. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 680164610 | IssuerEIN |
| Date Issued | 2012-03-21 | DateIssued |
| Issue Price | 39740000 | IssuePrice |
| Description Of Purpose | CAPITAL IMPROVEMENTS | DescriptionOfPurpose |
| Defeased | 1 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | 39740000 | TotalProceeds |
| Refunding Escrow | 19067516 | RefundingEscrow |
| Issuance Costs From Proceeds | 230000 | IssuanceCostsFromProceeds |
| Other Spent Proceeds | 14098204 | OtherSpentProceeds |
| Amount Unspent | 6344280 | AmountUnspent |
| Current Refunding | 1 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 0 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Bond Iss Meet Prvt Security Pay Test | 0 | BondIssMeetPrvtSecurityPayTest |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedProp |
| Non Qualified Bond Remed Procdrs | 0 | NonQualifiedBondRemedProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 1 | Form8038TFiled |
| Variable Rate Issue | 0 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqs |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| LAUREL BAKER TEW | |||
| SPOUSE OF AN OFFICER | 164317 | COMPENSATION IN THE AMOUNT OF $164,317 | 0 |
| KRIS DWORKOSKI | |||
| SPOUSE OF AN OFFICER | 144775 | COMPENSATION IN THE AMOUNT OF $144,775 | 0 |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 21 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 237809 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | BABY GRAND PIANO | 1 | 15000 | FMV |
| X | VINTAGE 16MM FILMS | 1 | 2500 | FMV |
| X | TRACK JACKETS & EXPENSES | 1 | 1127 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 1 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | VANGUARD RECEIVES STOCK DONATIONS AND IS DIRECTED TO SELL IMMEDIATELY UPON RECEIPT. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE DRAFT FORM 990 WAS CIRCULATED AND REVIEWED IN A TRUSTEE MEETING AND POSTED ON THE TRUSTEE SECURE WEB PAGE PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | TRUSTEES AND OFFICERS REVIEW AND SIGN AN ANNUAL CODE OF UNDERSTANDING, WHICH INCLUDES A CONFLICT OF INTEREST DISCLOSURE SECTION. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE TRUSTEE EXECUTIVE COMMITTEE REVIEWS EXECUTIVE COMPENSATION AND ENGAGES OUTSIDE CONSULTANTS FOR "SAFE HARBOR" AND BENCHMARKING ANALYSES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CASTLE OAKS LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23620 MULHOLLAND HWY | AddressLine1 |
| City | CALABASAS | City |
| State | CA | State |
| ZIP Code | 91302 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | RENTAL RESIDENCE | PrimaryActivities |
| Legal Domicile State | CA | LegalDomicileState |
| Total Income | 36000 | TotalIncome |
| EOY Assets | 1659865 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VIEWPOINT EDUCATIONAL FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 1 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 1 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| CASTLE OAKS LLC | ||
| A | 36000 | FMV |
| CASTLE OAKS LLC | ||
| B | 377232 | FMV |
| CASTLE OAKS LLC | ||
| E | 1296113 | FMV |
| CASTLE OAKS LLC | ||
| P | 59480 | FMV |