2024-05-09T19:28:28-05:00 2023-06-30 831356013 CATALYST FAMILY OFFICE LLC PO BOX 2708 MENLO PARK CA 94026 990 2022-07-01 260727819 THE CREEKSIDE SCHOOL CREE 4089338910 PO BOX 2708 DEPT 824 MENLO PARK CA 94026 ELENA M BERK DIRECTOR 6502105300 2024-05-09 1 ELENA BERK 999009999 0 PAULA LO P00184636 6502105300 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z 6097936 0 X WWW.CREEKSIDESCHOOL.ORG X 2007 CA THE PRIMARY EXEMPT PURPOSE OF THE CORPORATION OF FORMAL INSTRUCTION FOR AUTISTIC STUDENTS. 4 0 71 0 112500 0 1537513 3106988 2402884 2878448 0 0 144000 112500 4084397 6097936 0 0 0 0 3013255 3394572 0 0 0 1297949 1723404 4311204 5117976 -226807 979960 20183049 20601799 18901500 18340500 1281549 2261299 X ATTACHMENT 1 0 0 4991971 6097936 ATTACHMENT 2 4991971 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 71 1 0 0 0 0 0 0 0 0 0 0 X 4 0 1 0 0 0 1 0 0 1 0 0 0 1 1 1 1 1 1 0 1 0 CA X CATALYST FAMILY OFFICE LLC 6502105300 625 ELLIS STREET SUITE 200 MOUNTAIN VIEW CA 94043 DAVID C DRUMMOND PRESIDENT 0.00 X 0 0 0 ELENA M BERK BOARD MEMBER 1.00 X 0 0 0 KELLY M ETTINGER BOARD MEMBER 0.00 X 0 0 0 ISSAC J VAUGHN BOARD MEMBER 0.00 X 0 0 0 MEGAN TOLWAY BOARD MEMBER 0.00 X 0 0 0 KATHERINE SHEPARD PRINCIPAL 40.00 X 135370 0 0 ELENA JOLLY EXECUTIVE DIRECTOR 40.00 X 124731 0 0 FARIDA LOKHANDWALA OCCUPATIONAL THERAPIST 40.00 X 114847 0 0 374948 0 0 3 1 0 0 0 3106988 3106988 TUITION 2878448 2878448 2878448 112500 0 112500 112500 112500 6097936 2878448 112500 0 X 260101 260101 2490569 2490569 50937 50937 372902 372902 220063 220063 4455 4455 121550 121550 448 448 14039 14039 29614 29614 4547 4547 81567 81567 138726 138726 MORTGAGE INTEREST 770644 770644 REPAIRS & MAINTENANCE 77708 77708 PROPERTY TAX 54677 54677 OUTSIDE CONSULTANTS 51919 51919 373510 373510 5117976 4991971 126005 0 94512 353246 150754 40824 20567682 359953 19662683 20207729 275100 0 20183049 20601799 4150500 4150500 14739000 14178000 12000 12000 18901500 18340500 X 0 0 0 0 1281549 2261299 1281549 2261299 20183049 20601799 979960 -211 0 X 1 X 0 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 17309626 17309626 3076534 236650 2839884 118751 69315 49436 62771 53988 8783 20207729 KINSHIP SOCIETY LLC SUBLEASE DEPOSIT 12000 12000 1 1 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 SEE SUPPLEMENTAL PAGE SCHEDULE E QUESTION 3 THE CREEKSIDE SCHOOL DISPLAYS A NOTICE OF ITS RACIALLY NONDISCRIMINATORY POLICY ON ITS PRIMARY PUBLICLY ACCESSIBLE INTERNET WEBPAGE AT ALL TIMES DURING ITS TAX YEAR IN A MANNER REASONABLY EXPECTED TO BE NOTICED BY VISITORS TO THE SCHOOL WEBSITE. HTTPS://WWW.CREEKSIDESCHOOL.ORG/WAIT-LIST-POLICY X X X 0 0 0 0 0 0 0 0 0 DAVID C DRUMMOND REVOCABLE TRUST PRESIDENT TO PURCHASE SCHOOL SITE X 2075250 2075250 0 1 1 THE BERK FAMILY TRUST DIRECTOR TO PURCHASE SCHOOL SITE X 2075250 2075250 0 1 1 4150500 FORM 990, PART III, LINE 1 - ORGANIZATION'S MISSION ATTACHMENT 1 THE PRIMARY MISSION OF THE CREEKSIDE SCHOOL IS THE PRESENTATION OF FORMAL INSTRUCTION TO CHILDREN WITH CHALLENGES RELATING TO THE WORLD AROUND THEM, MOST COMMONLY FOUND IN AUTISM AND RELATED SPECIAL NEEDS. THEIR MAIN OBJECTIVE IS TO BUILD A UNIQUE, RELATIONSHIP-BASED, INDIVIDUALIZED PROGRAM IN WHICH THE STUDENT'S LEARNING STYLE IS THE DRIVING FACTOR FOR THE EDUCATIONAL AND SOCIAL ENVIRONMENT. FORM 990, PART III, PROGRAM SERVICES, LINE 4A ATTACHMENT 2 THE CORPORATION OPERATES THE CREEKSIDE SCHOOL IN SAN JOSE, CALIFORNIA AS AN INDEPENDENT SCHOOL COMMITTED TO MEETING THE EDUCATIONAL NEEDS OF AUTISTIC CHILDREN IN A FLEXIBLE AND INNOVATIVE FORMAT. THE SCHOOL CURRENTLY HAS TWENTY FOUR STUDENTS, AS REPORTED IN TIME MAGAZINE, MAY 15, 2016, EDUCATION FOR AUTISTIC STUDENTS IN THE UNITED STATES GENERALLY FOLLOWS ONE OF TWO APPROACHES - THE APPLIED BEHAVIOR ANALYSIS "ABA" APPROACH DERIVED FROM THE WORK OF PSYCHOLOGIST B.F. SKINNER, AND THE DEVELOPMENTAL INDIVIDUAL DIFFERENCE "DIR" APPROACH BASED ON THE WORK OF CHILD PSYCHIATRIST STANLEY GREENSPAN. THE CORPORATION'S SCHOOL IS BASED ON THE DIR APPROACH. IN SANTA CLARA COUNTY, CALIFORNIA, WHERE THE CORPORATION OPERATES ITS SCHOOL, THERE IS ONLY ONE OTHER SCHOOL FOR AUTISTIC STUDENTS USING THE DIR APPROACH TO EDUCATION. THIS APPROACH EMPHASIZES "FLOORTIME," WHICH INCLUDE ONE-ON-ONE CHILD AND STAFF INTERACTION DESIGNED TO EQUIP THE CHILD TO FUNCTION IN THE OUTSIDE WORLD, ENABLING THEM TO REACT TO DYNAMIC SITUATIONS, TO SOLVE PROBLEMS, AND TO ENGAGE SOCIALLY. STAFF TO STUDENT RATIOS ARE EXPECTED TO APPROACH 1 TO 2. THIS IS AN INTENSIVE EDUCATIONAL PROGRAM FOR WHICH THE PUBLIC SCHOOLS LACK THE EXPERTISE AND RESOURCES. THE CORPORATION'S PROGRAM IS DESIGNED TO PROVIDE EDUCATION AT THE LEVEL NEEDED BY ITS STUDENTS, BASED ON A SPECIFIC CURRICULUM. FORM 990, PART VI, SECTION A, LINE 2 MR. DAVID DRUMMOND, PRESIDENT, AND MS. ELENA BERK, BOARD MEMBER WERE FORMERLY HUSBAND AND WIFE. FORM 990, PART VI, SECTION A, LINE 6 ALL MEMBERS ARE LISTED ON PART VII. FORM 990, PART VI, SECTION A, LINE 8B THE SCHOOL'S GOVERNING BODY CONSISTED OF BOARD OF DIRECTORS WHO HAVE THE RIGHT TO PARTICIPATE IN THE SCHOOL'S GOVERNANCE. ALL BOARD OF DIRECTORS HAVE THE SAME VOTING RIGHTS. THE FULL BOARD OF DIRECTORS MUST VOTE ON THE REMOVAL OF DIRECTORS OR THE HIRING OR FORING OF KEY THE CREEKSIDE SCHOOL 26-0727819 EMPLOYERS OR DISSOLUTION OF THE SCHOOL THE FULL BOARD APPROVES SIGNIFICANT DECISIONS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PERPARED BY THE SCHOOL'S ACCOUNTANT AND REVIEWED BY THE PRESIDENT. AT THIS TIME, THE FORM 990 WAS REVIEWED IN DETAIL AND APPROVED FOR SUBMISSION TO THE INTERNAL REVENUE SERVICE. PRIOR TO THE FINAL FORM BEING SUBMITTED TO THE INTERNAL REVENUE SERVICE, A COPY WAS PROVIDED TO ALL THE MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C THE CREEKSIDE SCHOOL MAINTAINS A WRITTEN CONFLICT OF INTEREST POLICY THAT IS INCLUDED IN THE SCHOOL'S POLICIES AND PROCEDURES MANUAL WHICH IS UPDATED AND DISSMINATED TO ALL EMPLOYEES AND BOARD OF DIRECTORS ANNUALLY. AT THE START OF EACH FISCAL YEAR, THE PRESIDENT OF THE SCHOOL REQUIRES THAT EACH SCHOOL ADMINISTRATORS AND BOARD OF DIRECTORS COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM. ANY CONFLICTS IDENTIFIED BY THE CONFLICT IF INTEREST DISCLOSURE FROM ARE SUMMARIZED IN A REPORT TO THE PRESIDENT OF THE BOARD OF DIRECTORS AND THE CHAIR OF THE BOARD OF DIRECTOR & GOVERNANCE COMMITTEE, THE BOARD OF DIRECTORS ARE NOTIFIED OF ANY CONFLICTS AND ACTION, IF NECESSARY, IS TAKEN BY THE BOARD OF DIRECTORS. AT THE CONCLUSION OF THE FISCAL YEAR, PRIOR TO THE SUBMISSION OF THE FORM 990, A GOVERNING BODY MEMBER ANNUAL QUESTIONNAIRE IS PROVIDED TO EACH BOARD OF DIRECTORS, OFFICER AND/OR KEY EMPLOYEE. THIS QUESTIONNAIRE REQUIRES THE DISCLOSURE OF ANY CONFLICTS OF INTEREST THAT MAY HAVE EXISTED DURING THE PRIOR FISCAL YEAR. FORM 990, PART VI, SECTION B, LINE 15B THE BOARD OF DIRECTORS IS RESPONSIBLE FOR ADMINISTRATING THE COMPENSATION OF KEY EMPLOYEES. THE BOARD OF DIRECTORS MEETS APPROXIMATELY FOUR TIMES A YEAR TO: 1. SET GOALS FOR KEY EMPLOYEES 2. DETERMINE WHAT, IF ANY, RESOURCES ARE NECESSARY TO SET APPROPRIATE COMPENSATION IN THAT YEAR 3. HIRE ANY OUTSIDE CONSULTANTS 4. REVIEW AND SET COMPENSATION BY A REVIEW OF COMPARABLE OUTSIDE DATA INCLUDING 990 AND PEER SCHOOL INFORMATION 5. REVIEW KEY EMPLOYEES' PERFORMANCE 6. AMEND, IF NECESSARY, THE KEY EMPLOYEES' EMPLOYMENT CONTRACT 7. SET COMPENSATION FOR KEY EMPLOYEES 8. REVIEW AND APPROVE THE MINUTES OF THE MEETINGS. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL'S GOVERNING BODY CONSISTED OF BOARD OF DIRECTORS WHO HAVE THE RIGHT TO PARTICIPATE IN THE SCHOOL'S GOVERNANCE. ALL BOARD OF DIRECTORS HAVE THE SAME VOTING RIGHTS. THE FULL BOARD OF DIRECTORS MUST VOTE ON THE REMOVAL OF DIRECTORS OR THE HIRING OR FORING OF KEY EMPLOYERS OR DISSOLUTION OF THE SCHOOL THE FULL BOARD APPROVES SIGNIFICANT DECISIONS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION C, LINE 19 THE CREEKSIDE SCHOOL MAKES AVAILABLE TO THE PUBLIC UPON REQUEST THE FOLLOWING GOVERNING DOCUMENTS: - INTERNAL REVENUE SERVICE TAX DETERMINATION LETTER - BY LAWS - FILED FORM 990 FOR THE TWO MOST RECENT FISCAL YEARS FORM 990, PART IX, LINE 24E CUSTODIAL SERVICES: PROGRAM SERVICE EXPENSES 50,171. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 50,171. HUMAN RESOURCE FEES: PROGRAM SERVICE EXPENSES 49,444. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 49,444. UTILTITES: PROGRAM SERVICE EXPENSES 35,333. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 35,333. SCHOOL SUPPLIES: PROGRAM SERVICE EXPENSES 33,451. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 33,451. PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 32,186. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 32,186. PROFESSIONAL DEVELOPMENT: PROGRAM SERVICE EXPENSES 31,484. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 31,484. PAYROLL PROCESSING: PROGRAM SERVICE EXPENSES 29,575. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 29,575. SECURITY: PROGRAM SERVICE EXPENSES 15,235. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,235. OTHER EXPENSES: PROGRAM SERVICE EXPENSES 12,381. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,381. MEALS AND ENTERTAINMENT: PROGRAM SERVICE EXPENSES 12,015. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,015. CURRICULUM EXPENSES: PROGRAM SERVICE EXPENSES 9,393. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,393. FUNDRAISING : PROGRAM SERVICE EXPENSES 8,726. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,726. FACILITY EXPENSES: PROGRAM SERVICE EXPENSES 7,707. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,707. TAXES AND LICENSES: PROGRAM SERVICE EXPENSES 6,865. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,865. WASTE & RECYCLING: PROGRAM SERVICE EXPENSES 6,713. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,713. INTERNET & TV EXPENSES: PROGRAM SERVICE EXPENSES 6,125. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,125. STAFF APPRECIATION EVENT: PROGRAM SERVICE EXPENSES 5,861. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,861. DUES & SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 5,230. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,230. FUEL: PROGRAM SERVICE EXPENSES 4,540. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,540. TELEPHONE EXPENSE: PROGRAM SERVICE EXPENSES 4,029. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,029. LEASED EQUIPMENT: PROGRAM SERVICE EXPENSES 3,381. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,381. BANK FEES: PROGRAM SERVICE EXPENSES 1,106. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,106. PARKING/MILEAGE: PROGRAM SERVICE EXPENSES 705. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 705. STAFF EDUCATION: PROGRAM SERVICE EXPENSES 593. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 593. MISCELLANEOUS EXPENSE: PROGRAM SERVICE EXPENSES 387. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 387. POSTAGE / FREIGHT: PROGRAM SERVICE EXPENSES 385. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 385. PRINTING: PROGRAM SERVICE EXPENSES 259. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 259. PROGRAM EVENTS: PROGRAM SERVICE EXPENSES 230. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 230.