2025-09-09T11:14:13-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 1925 CENTURY PARK E 16TH FLOOR LOS ANGELES CA 90067 990 2023-07-01 952232586 PENINSULA HERITAGE SCHOOL PENI 3105414795 26944 ROLLING HILLS ROAD ROLLING HILLS ESTATES CA 90274 DR CINDY P CHUN HEAD OF SCHOOL 3105414795 2025-09-05 1 1 KAREN LO P02141262 3102732501 2025-09-05 2023 2025-03-06 01:10:19Z DR CINDY P CHUN 26944 ROLLING HILLS ROAD ROLLING HILLS ESTATES CA 90274 5288623 0 X HTTPS://WWW.PENINSULAHERITAGE.ORG/ X 1961 CA PENINSULA HERITAGE SCHOOL IS A PRIVATE DAY SCHOOL (GRADE K-8). 11 11 44 11 0 0 213700 233812 4108520 4571205 188457 336728 66053 78936 4576730 5220681 427458 457875 0 0 2413260 2920049 0 0 94520 1224391 1402877 4065109 4780801 511621 439880 10608213 11686115 1795874 1974923 8812339 9711192 THE MISSION OF PENINSULA HERITAGE SCHOOL IS TO PROVIDE A STRONG ACADEMIC PROGRAM COUPLED WITH A FOCUS ON DEVELOPING EACH CHILD'S CHARACTER AND MORAL FIBER, AS EXEMPLIFIED IN OUR AWARD WINNING CHARACTER QUALITY PROGRAM 0 0 3731749 457875 4571205 PENINSULA HERITAGE SCHOOL FOSTERS EACH CHILD'S INTELLECTUAL, SOCIAL, AND ETHICAL GROWTH IN A LOVING AND CARING ENVIRONMENT. OUR STRONG ACADEMIC PROGRAM CHALLENGES AND SUPPORTS EACH INDIVIDUAL WITHIN A SCHOOL COMMUNITY WHOSE GLOBAL MINDSET VALUES DIVERSE BACKGROUNDS, TALENTS, AND LEARNING STYLES. ENROLLMENT DURING THE YEAR ENDED JUNE 30, 2024 WAS 128. 3731749 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 15 0 1 44 1 0 0 0 0 0 1 1 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 0 1 1 0 X KAYLA FALL 3105414795 26944 ROLLING HILLS ROAD ROLLING HILLS ESTATES CA 90274 DARREN TANGEN PRESIDENT 1.00 X X 0 0 0 CHRISTIE SMITH VICE PRESIDENT 1.00 X X 0 0 0 MELISSA HEWITT TREASURER 1.00 X X 0 0 0 PEGGY BARTLETT SECRETARY 1.00 X X 0 0 0 DOREEN OLESON TRUSTEE 1.00 X 0 0 0 VIRAF PUDUMJEE TRUSTEE 1.00 X 0 0 0 LES FISHMAN TRUSTEE 1.00 X 0 0 0 SARAH WIZEMANN TRUSTEE 1.00 X 0 0 0 JODI LOPEZ TRUSTEE 1.00 X 0 0 0 JANICE DEMARTI TRUSTEE 1.00 X 0 0 0 JOSE COLLAZO TRUSTEE 1.00 X 0 0 0 DR CINDY CHUN HEAD OF SCHOOL 40.00 X 240875 0 27967 PEDRO JIMENEZ ASSISTANT HEAD OF SCHOOL 40.00 X 131839 0 6425 372714 0 34392 2 0 1 0 SOUTH BAY BEHAVIOR SOLUTIONS LLC 15609 CHADRON AVE GARDENA CA 90249 BEHAVIORAL SUPPORT & CAMP SERVICES 121899 1 71317 162495 233812 TUITION 611710 4407467 4407467 SUMMER SCHOOL INCOME 611710 97649 97649 AFTER SCHOOL INCOME 611710 66089 66089 4571205 336728 336728 77743 71317 67942 9801 9801 ALL OTHER INCOME 900099 30350 30350 BUS FEE 900099 29900 29900 ART 900099 8885 8885 69135 5220681 4640340 0 346529 457875 457875 273629 123134 136814 13681 2133624 1677959 428090 27575 53945 43501 9403 1041 288438 278114 10324 170413 129263 37605 3545 6618 6618 65327 65327 112830 112830 47152 47152 87212 42783 43873 556 60404 60404 141029 113826 26995 208 41276 41276 190594 176300 13532 762 81163 81163 CLASSROOM AND SUPPLIES 246804 245478 1326 ALL OTHER EXPENSES 170188 150733 19455 BUILDING AND GROUND REP 145976 138677 7299 EQUIPMENT LEASES 6304 6304 4780801 3731749 954532 94520 54999 309096 1958818 2144471 6369 4832 33595 47110 4585934 2655155 1970890 1930779 6065100 6769635 518442 480192 10608213 11686115 107089 168975 1146643 1298419 542142 507529 1795874 1974923 X 8787980 9686833 24359 24359 8812339 9711192 10608213 11686115 439880 458973 0 X X 1 X 0 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4422860 581961 5004821 3336215 765670 320975 4422860 3052233 283982 3336215 2619634 432599 3052233 2508309 111325 2619634 0.99990 0.00010 0 0 222600 222600 2860772 1644123 1216649 749541 453107 296434 701334 508381 192953 51687 49544 2143 1930779 LEASE LIABILITY 507529 507529 X PART V, LINE 4: BOARD-DESIGNATED ENDOWMENT REPRESENTS FUNDS DESIGNATED BY THE BOARD OF TRUSTEES FOR PURPOSE CONSISTENT WITH THE SCHOOL'S OVERALL STRATEGIC PLAN PART X, LINE 2: U.S. GAAP 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. THE SCHOOL HAS RECEIVED FAVORABLE DETERMINATION LETTERS FROM THE INTERNAL REVENUE SERVICE AND THE STATE OF CALIFORNIA INDICATING IT IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER THE INTERNAL REVENUE CODE AND CALIFORNIA REVENUE TAXATION CODE. 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 SCHOOL PUBLICIZED ITS RACIALLY NONDISCRIMINATORY POLICY THROUGH THE SCHOOL'S WEBSITE HARVEST FAIR 12395 495 11900 3981 7683 SPRING FLING AUCTION 112869 60667 52202 10000 10000 15723 125264 61162 64102 10000 13981 23406 47387 16715 1 FINANCIAL AID 37 457875 N/A PART I, LINE 2: AIMING TO PROMOTE AND MAINTAIN SOCIO-ECONOMIC DIVERSITY AMONG OUR STUDENT POPULATION, PENINSULA HERITAGE SCHOOL DEMONSTRATES A STRONG COMMITMENT TO NEED-BASED FINANCIAL AID BY PROVIDING A SHARE OF THE SCHOOL'S BUDGET TO FUND THE FINANCIAL NEEDS OF ITS STUDENTS. WHILE WE ARE FORTUNATE TO BE ABLE TO PROVIDE FINANCIAL AID FOR INDEPENDENT SCHOOLING, WE BELIEVE THAT FAMILIES BEAR THE PRIMARY RESPONSIBILITY FOR FINANCING EDUCATION TO THE EXTENT THAT THEY ARE ABLE. OUR FLEXIBLE TUITION FINANCIAL AID PROGRAM EXISTS TO HELP ASSURE THAT ANY ADMITTED STUDENT WITH DEMONSTRATED NEED WILL HAVE THE OPPORTUNITY TO ATTEND PENINSULA HERITAGE SCHOOL. X 0 0 0 0 0 0 0 0 0 DR CINDY CHUN HEAD OF SCHOOL 240875 0 0 0 0 0 12044 0 15923 0 268842 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B AN OUTSIDE CERTIFIED PUBLIC ACCOUNTANT IS HIRED TO PREPARE FORM 990. THE RETURN IS REVIEWED BY THE BUSINESS MANAGER AND COPIES ARE GIVEN TO ALL BOARD MEMBERS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12 THE ORGANIZATION DOES NOT HAVE A DOCUMENTED POLICY AGAINST DISCLOSURE OF GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS BUT HAS NEVER RECEIVED A REQUEST FOR SUCH INFORMATION BY THE PUBLIC. FORM 990, PART VI, SECTION B, LINE 15 THE HEAD OF SCHOOL IS HIRED BY THE BOARD OF TRUSTEES. THE TERMS OF EMPLOYMENT MUST BE OFFERED IN A WRITTEN CONTRACT. THE CONTRACT WILL INCLUDE THE RESPONSIBILITIES OF THE HEAD, THE DETAILS OF COMPENSATION, THE EVALUATION PROCESS AND THE TERM OF THE CONTRACT, RENEWAL AND TERMINATION PROVISIONS. RENEWAL OF THE HEAD'S CONTRACT IS DECIDED BY THE BOARD OF TRUSTEES IN YEARS WHEN THE HEAD OF SCHOOL'S CONTRACT IS UP FOR RENEWAL. UPON A DECISION TO RENEW THE HEAD'S CONTRACT, THE PROCESS WILL INCLUDE OFFERING THE HEAD'S RENEWAL CONTRACT TO HIM OR HER IN JANUARY; THE HEAD REVIEWS AND SIGNS THE CONTRACT BY THE FEBRUARY BOARD MEETING, WHEREUPON THE BOARD FORMALLY RE-APPOINTS THE HEAD IN MARCH, OR AS SOON THEREAFTER AS PRACTICAL, EXCEPT AS CIRCUMSTANCES MIGHT OTHERWISE REQUIRE. THE HEAD'S SALARY AND BENEFITS ARE DETERMINED, IN PART, ON PERFORMANCE EVALUATIONS. COMMENCING, CONTINUING, OR TERMINATING THE EMPLOYMENT OF THE HEAD OF SCHOOL IS AT THE DISCRETION OF THE BOARD BY A 2/3 VOTE OF ALL VOTING MEMBERS. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL'S FINANCIAL STATEMENTS ARE AVAILABLE FROM THE SCHOOL UPON REQUEST FORM 990. PART IV, LINE 11A. NO CHANGE FROM LAST YEAR.