2024-05-13T14:40:41-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 2875 MICHELLE DRIVE 300 IRVINE CA 92606 990 2022-07-01 951643324 FLINTRIDGE PREPARATORY SCHOOL FLIN 8187901178 4543 CROWN AVENUE LA CANADA FLINTRIDGE CA 91011 VANESSA WALKER-OAKES HEAD OF SCHOOL 8187901178 2024-05-09 1 VANESSA WALKER-OAKES 999009999 0 LISA N RYSSEL CPA P00643670 7149781300 2024-05-01 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z VANESSA WALKER-OAKES 4543 CROWN AVENUE LA CANADA FLINTRIDGE CA 91011 40553957 0 X WWW.FLINTRIDGEPREP.ORG X 1933 CA INDEPENDENT, COEDUCATIONAL DAY SCHOOL FOR GRADES 7-12, COMMITTED TO CREATING AN ENVIRONMENT THAT VALUES ETHICAL AND EMOTIONAL DEVELOPMENT AS EQUALLY IMPORTANT TO INTELLECTUAL DEVELOPMENT. 18 18 224 100 0 0 2899929 5406243 22087416 23308536 2325439 2480119 405498 651621 27718282 31846519 3533133 3470987 0 0 15556879 16709127 394 0 1663601 8700025 9319424 27790431 29499538 -72149 2346981 79879476 83168302 11707115 10949780 68172361 72218522 X FLINTRIDGE PREPARATORY SCHOOL SEEKS TO NURTURE IN ITS STUDENTS THE KNOWLEDGE, CRITICAL SKILLS, COMMUNITY VALUES AND CREATIVITY ESSENTIAL FOR AN ENGAGED, BALANCED AND RESPONSIBLE LIFE.WE ARE COMMITTED TO PROVIDING A SCHOOL ENVIRONMENT THAT VALUES ETHICAL AND EMOTIONAL DEVELOPMENT AS EQUALLY IMPORTANT TO INTELLECTUAL DEVELOPMENT. 0 0 23336720 3470987 23308536 FLINTRIDGE PREPARATORY SCHOOL (THE SCHOOL), LOCATED IN LA CANADA FLINTRIDGE, CALIFORNIA, IS A COEDUCATIONAL, NONSECTARIAN, INDEPENDENT DAY SCHOOL FOR GRADES 7-12. THE SCHOOL WAS FOUNDED IN 1933 AND ACCREDITED BY THE CALIFORNIA ASSOCIATION OF INDEPENDENT SCHOOLS (CAIS). ANNUAL ENROLLMENT IS APPROXIMATELY 530 STUDENTS, WITH AN AVERAGE CLASS SIZE OF 15 AND A STUDENT-FACULTY RATIO OF 8:1. 23336720 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 61 0 1 224 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X NANCY GUYER 8189495567 4543 CROWN AVENUE LA CANADA FLINTRIDGE CA 91011 ROB TOLLESON CHAIR 2.00 X X 0 0 0 JOHN WONG JR VICE CHAIR 2.00 X X 0 0 0 RICHARD CHINO TREASURER 2.00 X X 0 0 0 KATHERINE THOMPSON SECRETARY 2.00 X X 0 0 0 CHANEL BOUTAKIDIS TRUSTEE 2.00 X 0 0 0 GREG CHAPMAN TRUSTEE 2.00 X 0 0 0 JEFFREY G CRAWFORD TRUSTEE 2.00 X 0 0 0 CRISTINA PEREZ GONZALEZ TRUSTEE 2.00 X 0 0 0 PAMELA KING TRUSTEE 2.00 X 0 0 0 DANIEL MURRAY TRUSTEE 2.00 X 0 0 0 JAMES NOTLEY TRUSTEE 2.00 X 0 0 0 ROBERT O'LEARY TRUSTEE 2.00 X 0 0 0 SRINIVAS J SARMA TRUSTEE 2.00 X 0 0 0 JAYNIE STUDENMUND TRUSTEE 2.00 X 0 0 0 HARRY TSAO TRUSTEE 2.00 X 0 0 0 PAULA VERRETTE TRUSTEE 2.00 X 0 0 0 CHRIS WALDHEIM TRUSTEE 2.00 X 0 0 0 DENISE O WHITE TRUSTEE 2.00 X 0 0 0 THERESA KING CFO 40.00 X 263250 0 34019 VANESSA WALKER-OAKES HEAD OF SCHOOL 40.00 X 413496 0 133728 KIMBERLY H KINDER FORMER DIRECTOR OF OPERATIONS 40.00 X 230686 0 20925 SARAH COOPER ASSISTANT HEAD OF ACADEMICS 40.00 X 249715 0 63747 BARRETT JAMISON DEAN OF STUDENT LIFE 40.00 X 176798 0 71265 LAKSHMI DASTUR-JOHNSON DIRECTOR OF DEVELOPMENT 40.00 X 189375 0 35825 BROOKE YOSHINO DIRECTOR OF COLLEGE COUNSELING 40.00 X 143727 0 13020 JAMES E PICKETT FORMER HEAD OF SCHOOL 0.00 X 371914 0 0 2038961 0 372529 38 1 1 0 ALLEN MATKINS LECK GAMBLE MALLORY & NATS FILE 2367 W OLYMPIC BLVD PASADENA CA 91199 LEGAL SERVICES 152271 AMERICAN GUARD SERVICES INC C/O PO BOX 6534 PASADENA CA 91109 SECURITY 132468 PROGRESSIVE CONSULTING SERVICES 4319 OAKWOOD AVE LA CANADA CA 91011 PROFESSIONAL MANAGEMENT CONSULTING 120000 VIBIANA EVENTS LLC 214 S MAIN STREET LOS ANGELES CA 90012 EVENT COORDINATION 111683 4 8500 5397743 55238 5406243 TUITION AND FEES 611710 22817996 22817996 SUMMER SCHOOL 611710 490540 490540 23308536 723610 723610 178200 146926 31274 31274 31274 10308859 8552350 1756509 1756509 1756509 9595 8500 8162 1433 1433 CAMPUS DINING INCOME 900099 618914 618914 618914 31846519 23308536 0 3131740 3470987 3470987 849050 849050 12569193 10043653 1670031 855509 205236 84881 63579 56776 2132680 1817330 210259 105091 952968 755915 98684 98369 427459 427459 46936 11734 23468 11734 97613 97613 179001 161578 10454 6969 142641 21354 34172 87115 767334 38264 633644 95426 268118 241306 16087 10725 1588037 1447927 84066 56044 288903 272628 10603 5672 322397 189238 126491 6668 158031 158031 2031297 1828167 121878 81252 366767 330635 21679 14453 INSTRUCTIONAL EXPENSES 1879923 1879923 TEXTBOOKS 583169 583169 FUNDRAISING AND DEVELOP 171798 171798 29499538 23336720 4499217 1663601 5372164 3444373 1753463 5547689 946043 956290 2180 9360 186923 363038 58445412 22520822 36654548 35924590 33472791 35544288 1491364 1378674 79879476 83168302 1643465 1334256 5388971 5895938 12262 6544 3171053 2062128 1491364 1650914 11707115 10949780 X 49749035 51715820 18423326 20502702 68172361 72218522 79879476 83168302 2346981 1699180 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 29700757 1244189 3194517 1363788 32775675 36316623 757930 -6154985 1218811 29700757 29747080 355791 7240152 1026400 36316623 27864311 127854 2382663 627748 29747080 26398135 989514 1206608 729946 27864311 0.39413 0.37274 0.23313 0 0 5319524 5319524 46162213 18029648 28132565 6963675 4491174 2472501 35924590 DEFERRED COMPENSATION LIABILITY 1650914 1650914 X 29945825 1699180 -3470987 -1771807 31717632 97613 31274 128887 31846519 25899664 -31274 -31274 25930938 97613 3470987 3568600 29499538 PART IV, LINE 2B: AGENCY FUNDS - STUDENT ORGANIZATIONS. PART V, LINE 4: THE SCHOOL HAS AN ENDOWMENT FUND WHICH INCLUDES SEVERAL INDIVIDUAL DONOR-RESTRICTED FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES, SUCH AS INSTRUCTIONAL PROGRAMS FOR STUDENTS, FACULTY PROFESSIONAL GROWTH, FINANCIAL AID, AND THE ATHLETIC PROGRAM, AS WELL AS AMOUNTS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. PART X, LINE 2: THE SCHOOL HAS RECEIVED FAVORABLE DETERMINATION LETTERS FROM THE INTERNAL REVENUE SERVICE AND THE STATE OF CALIFORNIA, INDICATING IT IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND CALIFORNIA FRANCHISE TAXES UNDER SECTION 23701(D) OF THE CALIFORNIA REVENUE TAXATION CODE. 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 ALL OF THE POSITIONS TAKEN BY THE SCHOOL ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID EXPENSE -3,470,987. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL INCOME (NET) 31,274. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL INCOME (NET) -31,274. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 3,470,987. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 ALL ADVERTISING DIRECTS INTERESTED INDIVIDUALS TO THE SCHOOL'S WEBSITE WHICH PUBLICIZES THE NONDISCRIMINATORY POLICY. THE POLICY IS ALSO LISTED ON THE SCHOOL'S FACEBOOK PAGE AS WELL AS PRINTED ON ALL ADMISSIONS AND COLLEGE COUNSELING MATERIALS. SPIRITED AWAY 18095 8500 9595 5851 2311 1 18095 8500 9595 5851 2311 8162 1433 1 0 0 STUDENT FINANCIAL AID 149 3462125 FMV N/A PART I, LINE 2: TUITION ASSISTANCE IS GRANTED ON A NON-DISCRIMINATORY BASIS AND THE AMOUNT OF THE GRANT IS APPLIED TO THE OUTSTANDING TUITION DUE FROM THE AWARDEE. FAMILIES ARE REQUIRED TO APPLY FOR EACH YEAR IN WHICH THEY SEEK AID. THE APPLICATION INCLUDES THE SUBMISSION OF THEIR TAX RETURNS AND OTHER SUPPORTING DOCUMENTATION. X X X X X 0 1 0 0 0 0 0 1 0 VANESSA WALKER-OAKES HEAD OF SCHOOL 336496 0 77000 0 0 0 47500 0 86228 0 547224 0 0 0 JAMES E PICKETT FORMER HEAD OF SCHOOL 371914 0 0 0 0 0 0 0 0 0 371914 0 0 0 SARAH COOPER ASSISTANT HEAD OF ACADEMICS 234715 0 15000 0 0 0 20500 0 43247 0 313462 0 0 0 THERESA KING CFO 243250 0 20000 0 0 0 33304 0 715 0 297269 0 0 0 KIMBERLY H KINDER FORMER DIRECTOR OF OPERATIONS 180686 0 50000 0 0 0 16320 0 4605 0 251611 0 0 0 BARRETT JAMISON DEAN OF STUDENT LIFE 161798 0 15000 0 0 0 15450 0 55815 0 248063 0 0 0 LAKSHMI DASTUR-JOHNSON DIRECTOR OF DEVELOPMENT 181875 0 7500 0 0 0 9775 0 26050 0 225200 0 0 0 BROOKE YOSHINO DIRECTOR OF COLLEGE COUNSELING 140727 0 3000 0 0 0 7125 0 5895 0 156747 0 0 0 PART I, LINE 3 N/A PART I, LINE 4B THERESA KING AND KIM KINDER RECEIVED CONTRIBUTIONS OF $6,500 AND $26,000, RESPECTIVELY, INTO THEIR 457 (F) PLANS DURING THE CALENDAR YEAR 2022. X 4 53738 FMV X GIFT CARDS 3 1500 FMV 0 0 1 0 PART I, COLUMN (B): COLUMN B REPRESENTS NUMBER OF CONTRIBUTIONS RECEIVED. PART I, LINE 33: VALUE WAS LESS THAN $25. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE CAN ACT ON BEHALF OF THE BOARD IN ANY SITUATION WHERE ACTION MUST BE TAKEN BY THE BOARD AND THE FULL BOARD CANNOT BE CONVENED IN A TIMELY MANNER, EITHER IN PERSON OR ELECTRONICALLY. ALL MEMBERS OF THE EXECUTIVE COMMITTEE ARE MEMBERS OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN WAS SPECIFICALLY REVIEWED BY THE DIRECTOR OF FINANCE, HEAD OF SCHOOL, AND AUDIT COMMITTEE AND WAS PROVIDED TO EACH MEMBER OF THE BOARD OF TRUSTEES BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, TRUSTEES, AND KEY EMPLOYEES DISCLOSE ANY CONFLICTS OF INTEREST AT THE BEGINNING OF THEIR TERM AS OFFICERS AND TRUSTEES, OR AT THE BEGINNING OF THEIR EMPLOYMENT WITH THE SCHOOL. SUBSEQUENT TO THAT, OFFICERS, DIRECTORS, AND KEY EMPLOYEES COMPLETE ANNUAL REPRESENTATIONS DISCLOSING ANY CONFLICT OF INTERESTS. FINAL DETERMINATIONS FOR CONFLICTS OF INTEREST ARE RESOLVED BY THE BOARD CHAIR. IN ADDITION, DEPENDING ON THE CIRCUMSTANCE, LEGAL COUNSEL AND THE EXECUTIVE COMMITTEE MAY BE CONSULTED. ANY SUCH PROCEEDINGS ARE DOCUMENTED IN THE EXECUTIVE COMMITTEE MINUTES. OFFICERS, TRUSTEES, AND KEY EMPLOYEES WHO HAVE A CONFLICT OF INTEREST WITH REGARDS TO AN ITEM OF DISCUSSION RECUSE THEMSELVES FROM SUCH DISCUSSION AND DO NOT VOTE ON SUCH ISSUE. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING THE COMPENSATION OF THE HEAD OF SCHOOL INCLUDES A REVIEW OF COMPARABILITY DATA ALONG WITH CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION BY THE BOARD. IN ADDITION, A REVIEW BY INDEPENDENT PERSONS IS PERFORMED ON A PERIODIC BASIS AS DETERMINED BY THE BOARD OF TRUSTEES. THE MOST RECENT REVIEW FOR THE HEAD OF SCHOOL WAS JUNE 2023. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE FROM THE SCHOOL UPON REQUEST. FORM 990, PART XII, LINE 2C: THE SCHOOL HAS NOT CHANGED ITS OVERSIGHT OR SELECTION PROCESS IN THE CURRENT TAX YEAR.