2025-07-15T13:58:53-05:00 2024-08-31 410746749 CLIFTONLARSONALLEN LLP 2210 EAST ROUTE 66 GLENDORA CA 91740 990 2023-09-01 953512203 CARLTHORP SCHOOL CARL 3104511332 438 SAN VICENTE BLVD SANTA MONICA CA 90402 KENNETH PARR DIRECTOR OF FINANCE AND OPERATIONS 3104511332 2025-07-15 1 1 CASIE ZWAHLEN CPA P02291311 6268577300 2025-07-15 2023 2025-03-06 01:10:19Z KENNETH PARR 438 SAN VICENTE BLVD SANTA MONICA CA 90402 21805193 0 X WWW.CARLTHORP.ORG X 1939 CA INDEPENDENT NONPROFIT DAY SCHOOL FOR CHILDREN IN GRADES K-6. 16 15 111 110 0 0 2476984 7808435 10587560 11343767 935982 1534825 83249 560356 14083775 21247383 419985 647378 0 0 9666595 10574586 0 0 541268 2899103 3403940 12985683 14625904 1098092 6621479 49647820 61006469 9573427 9859794 40074393 51146675 X CARLTHORP SCHOOL IS AN INDEPENDENT, NONPROFIT DAY SCHOOL FOR CHILDREN IN GRADES K-6. CARLTHORP SCHOOL PROVIDES A STRONG ACADEMIC FOUNDATION IN A DIVERSE AND NURTURING SCHOOL COMMUNITY THAT EMPHASIZES TRADITIONAL VALUES, DISCIPLINED WORK HABITS, AND EXCELLENCE IN ORDER TO PREPARE OUR STUDENTS TO ACHIEVE THEIR HIGHEST POTENTIAL IN EDUCATION AND LIFE.CARLTHORP SCHOOL, ESTABLISHED IN 1939, IS THE OLDEST INDEPENDENT SCHOOL IN SANTA MONICA. THOUGH THE BREADTH OF OUR CURRICULUM HAS RADICALLY EXPANDED IN THE LAST 86 YEARS, OUR BASIC PHILOSOPHY REMAINS THE SAME. WE FOCUS ON THE CHILD AS A WHOLE, HELPING THE CHILD TO GROW ACADEMICALLY, SOCIALLY, AND ETHICALLY - ALL WITHIN THE FRAMEWORK OF A TRADITIONALLY ACADEMIC SCHOOL. THE SCHOOL'S TRADITIONAL APPROACH TO EDUCATION, COUPLED WITH POSITIVE REINFORCEMENT IN A CARING WHOLESOME ENVIRONMENT PREPARES CHILDREN TO EXCEL IN TODAY'S COMPETITIVE SOCIETY. 0 0 12145171 647378 11343767 CARLTHORP SCHOOL IS ACCREDITED BY THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS, THE CALIFORNIA ASSOCIATION OF INDEPENDENT SCHOOLS AND THE WESTERN ASSOCIATION OF SCHOOLS AND COLLEGES. CARLTHORP SCHOOL RECEIVED THE "NO CHILD LEFT BEHIND" NATIONAL BLUE RIBBON OF EXCELLENCE AWARD. 100% OF CARLTHORP SCHOOL'S 2024 GRADUATING CLASSES ATTEND THE SECONDARY SCHOOL OF THEIR FIRST CHOICE.THE SCHOOL IS TRADITIONALLY AND ACADEMICALLY ORIENTED. THE CURRICULUM IS WELL-ROUNDED AND A SOLID ACADEMIC FOUNDATION IN MATH, READING, AND ENGLISH IS STRESSED. TEACHERS UTILIZE DIVERSE TEACHING MODALITIES AND STRATEGIES. WITH TWO CLASSES AT EACH GRADE LEVEL OF 20 STUDENTS IN EACH CLASS, EACH STUDENT FROM KINDERGARTEN THROUGH SIXTH GRADE RECEIVED INDIVIDUAL ATTENTION. THOROUGHNESS, ACCURACY AND RESPONSIBILITY ARE STRESSED IN ALL SCHOOLWORK, AND SPECIAL ATTENTION IS GIVEN TO NECESSARY PREPARATION FOR ENTRANCE TO PUBLIC AND PRIVATE SECONDARY SCHOOLS. DURING THE 2023-24 SCHOOL YEAR, THE SCHOOL SERVED APPROXIMATELY 280 STUDENTS. 12145171 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 1 0 0 0 1 0 0 0 1 0 0 0 0 1 47 0 1 111 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 15 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 1 1 1 0 CA X KEN PARR 3104511332 438 SAN VICENTE BOULEVARD SANTA MONICA CA 90402 NOLA RAE CRONAN HEAD OF SCHOOL 40.00 X X 440269 0 54298 AARON LEWIS BOARD CHAIR 1.50 X X 0 0 0 JOSHUA BERTMAN TRUSTEE 1.50 X 0 0 0 MICHAEL BUNDY TRUSTEE 1.50 X 0 0 0 SUBHA CHUDGAR TRUSTEE 1.50 X 0 0 0 STEFANIE HUIE TRUSTEE 1.50 X 0 0 0 TIMOTHY JACKMAN TRUSTEE 1.50 X 0 0 0 JARRED KENNEDY TRUSTEE 1.50 X 0 0 0 SHERMAN MA TRUSTEE 1.50 X 0 0 0 MARK MCKEE TRUSTEE 1.50 X 0 0 0 DOROTHY MENZIES TRUSTEE 1.50 X 0 0 0 CARA MORENO TRUSTEE 1.50 X 0 0 0 KERRY O'NEILL TRUSTEE 1.50 X 0 0 0 ELLEN SCHWARZMAN TRUSTEE 1.50 X 0 0 0 VARUN SONI TRUSTEE 1.50 X 0 0 0 HANNAH TAYLOR SKVARLA TRUSTEE 1.50 X 0 0 0 KENNETH PARR SECRETARY/TREASURER 40.00 X 261281 0 89702 STEVEN SPRINGER ASSOCIATE HEAD OF SCHOOL 40.00 X 302229 0 55387 AMANDA SASSO DEAN OF ACADEMICS 40.00 X 189633 0 20284 STEPHEN MILICH DIRECTOR OF ADMISSIONS 40.00 X 192975 0 23618 MAUREEN POLLACK DIRECTOR OF ADVANCEMENT 40.00 X 186458 0 21431 ANDRE MORRIS HEAD OF SCIENCE, INNOVATION & SPECIAL PROGRAMS 40.00 X 140057 0 17129 1712902 0 281849 22 0 1 0 0 299353 7509082 521034 7808435 TUITION/TUTORING FEES 611600 10906700 10906700 WORKSHOPS AND ACTIVITIES 611710 437067 437067 11343767 1534825 1534825 421541 216807 204734 204734 204734 658393 299353 341003 317390 317390 32671 0 32671 32671 MISCELLANEOUS INCOME 900099 5561 5561 5561 21247383 11343767 0 2095181 647378 647378 915465 271137 515462 128866 7811373 6821673 691635 298065 319389 285049 23244 11096 886270 800397 56758 29115 642089 534216 78661 29212 90752 90752 27300 27300 190356 123637 66719 49032 49032 172870 66091 81214 25565 143513 129161 14352 67752 60977 6775 68569 68569 112724 112724 683251 614926 68325 217307 195576 21731 AUXILIARY PROGRAMS EXPE 502271 502271 REPAIRS AND MAINTENANCE 409150 368235 40915 PROGRAM ACTIVITIES 316954 316954 CLASSROOM SUPPLIES 256313 256313 95826 38456 38021 19349 14625904 12145171 1939465 541268 236316 544892 23118182 18639603 149628 180507 344169 402671 23115263 5967382 4837729 17147881 20961796 24090915 49647820 61006469 493656 610906 9079771 9248888 9573427 9859794 X 37526563 48137097 2547830 3009578 40074393 51146675 49647820 61006469 6621479 4450803 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 28973651 19627109 12456170 36144590 26242912 2730739 28973651 28627720 -2384808 26242912 23763694 4864026 28627720 25203403 3088345 4528054 23763694 0.97325 0.02675 0.00000 0 0 10676410 10676410 11200812 5510107 5690705 885453 347439 538014 352588 109836 242752 17147881 X 25050808 4450803 4450803 20600005 647378 647378 21247383 13978526 0 13978526 647378 647378 14625904 PART V, LINE 4: THE SCHOOLS ENDOWMENT FUNDS CONSIST OF DONOR-RESTRICTED ENDOWMENTS AND FUNDS DESIGNATED BY THE BOARD AS ENDOWMENTS. INCOME FROM DONOR-RESTRICTED ENDOWMENTS IS RESTRICTED FOR SPECIFIC PURPOSES, WITH THE EXCEPTION OF THE AMOUNTS AVAILABLE FOR GENERAL USE. DONOR-RESTRICTED ENDOWMENT FUNDS ARE NOT AVAILABLE FOR GENERAL EXPENDITURE. IN THE INTEREST OF SIMPLIFYING AND CONSOLIDATING THE REPORTING OF FUNDS WITHOUT DONOR RESTRICTIONS HELD BY THE SCHOOL, IN NOVEMBER 2019 THE BOARD MADE A DECISION TO COMBINE THE FOUNDERS FACULTY ENDOWMENT, UNRESTRICTED FUNDS, AND BOARD DESIGNATED ENDOWMENT INTO ONE FUND TITLED BOARD DESIGNATED ENDOWMENT. PART X, LINE 2: THE SCHOOL HAS RECEIVED FAVORABLE DETERMINATION LETTERS INDICATING IT IS EXEMPT FROM FEDERAL INCOME TAXES UNDER 501(C)(3) OF THE INTERNAL REVENUE CODE AND CALIFORNIA FRANCHISE TAXES UNDER SECTION 23701D 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. THESE RETURNS ARE SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES GENERALLY THREE AND FOUR YEARS RESPECTIVELY, AFTER THEY ARE FILED. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 647,378. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 647,378. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 CARLTHORP SCHOOL PUBLISHES ITS NOTICE OF NON-DISCRIMINATORY POLICY TO STUDENTS THROUGH ITS OWN PUBLIC FACING WEBSITE. SCHOLARSHIP FUNDRAISER 957746 299353 658393 173039 97868 7250 62846 957746 299353 658393 173039 97868 7250 62846 341003 317390 32671 1 1.00000 32671 32671 0 UNDER CALIFORNINA PENAL CODE 320.5, SECTION (H)(8), EDUCATIONAL INSTITUTIONS ARE EXEMPT FROM REGISTRATION WITH THE STATE ATTORNEY GENERAL FOR RAFFLE ACTIVITIES. 0 0 0 1.00000 KEN PARR 438 SAN VICENTE BLVD SANTA MONICA CA 90402 0 0 1 FINANCIAL AID 21 647378 N/A N/A PART I, LINE 2: FINANCIAL AID IS AWARDED BY CARLTHORP SCHOOL ON A NONDISCRIMINATORY BASIS AND IN ACCORDANCE WITH THE FOLLOWING PROCEDURE. APPLICANTS COMPLETE A FINANCIAL AID FORM PREPARED BY SCHOOL AND STUDENT SERVICES (SSS) OF NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS (NAIS). THE FORM IS THEN SUBMITTED TO SSS. THE SSS THEN MAKES A RECOMMENDATION TO CARLTHORP SCHOOL REGARDING THE AMOUNT OF FINANCIAL AID RECOMMENDED FOR EACH APPLICANT. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 NOLA RAE CRONAN HEAD OF SCHOOL 347500 0 1000 0 91769 0 16700 0 37598 0 494567 0 0 0 STEVEN SPRINGER ASSOCIATE HEAD OF SCHOOL 295188 0 1500 0 5541 0 16139 0 39248 0 357616 0 0 0 KENNETH PARR SECRETARY/TREASURER 229768 0 2775 0 28738 0 15661 0 74041 0 350983 0 0 0 STEPHEN MILICH DIRECTOR OF ADMISSIONS 191675 0 1300 0 0 0 5064 0 18554 0 216593 0 0 0 AMANDA SASSO DEAN OF ACADEMICS 188333 0 1300 0 0 0 11697 0 8587 0 209917 0 0 0 MAUREEN POLLACK DIRECTOR OF ADVANCEMENT 185158 0 1300 0 0 0 10576 0 10855 0 207889 0 0 0 ANDRE MORRIS HEAD OF SCIENCE, INNOVATION & SPECIA 123017 0 1500 0 15540 0 7423 0 9706 0 157186 0 0 0 PART I, LINE 1A GROSSED-UP TUITION REIMBURSEMENT PAYMENTS WERE MADE IN ACCORDANCE WITH THE SCHOOL'S TUITION REIMBURSEMENT POLICY FOR OFFICERS AND KEY EMPLOYEES, WHICH HAS BEEN MEMORIALIZED IN WRITING. PART I, LINE 3 THE CHAIR OF THE BOARD OF TRUSTEES AND THE CHAIR OF THE FINANCE COMMITTEE REVIEW AND APPORVE THE ANNUAL COMPENSATION OF THE HEAD OF SCHOOL PRIOR TO EXECUTION OF THE HEAD'S ANNUAL EMPLOYMENT CONTRACT. IN CONNECTION WITH THIS DELIBERATION, COMPENSATION INFORMATION OBTAINED FROM THE CALIFORNIA ASSOCIATION OF INDEPENDENT SCHOOLS OF OTHER HEADS OF SCHOOL IS REVIEWED. KENNETH PARR OFFICER 37750 TUITION REMISSION TUITION REMISSION X 25 347995 FMV X AUCTION ITEMS 251 173039 FMV 0 0 1 1 PART I, COLUMN (B): THERE WERE A TOTAL OF 25 DONORS THAT DONATED SECURITIES, SOLD IMMEDIATELY UPON RECEIPT, AND THERE WERE A TOTAL OF 251 AUCTION ITEMS DONATED TO THE SCHOOL FOR USE IN THE ANNUAL FUNDRAISING EVENT. PART I, LINE 32B: WELLS FARGO ADVISORS PROCESSES ALL STOCK DONATIONS MADE TO CARLTHORP SCHOOL. DONORS ARE INSTRUCTED TO DONATE STOCK GIFTS DIRECTLY TO CARLTHORP SCHOOL'S ACCOUNT AT WELLS FARGO ADVISORS. CARLTHORP SCHOOL HAS A STANDING ORDER WITH WELLS FARGO ADVISORS TO SELL ALL STOCK DONATIONS UPON RECEIPT AND SEND THE PROCEEDS THEREOF TO THE SCHOOL. FORM 990, PART VI, SECTION A, LINE 1A THE FINANCE AND AUDIT COMMITTEE IS A COMMITTEE OF THE BOARD OF DIRECTORS. THE COMMITTEE SHALL BE COMPOSED OF THREE OR MORE DIRECTORS, NONE OF WHOM SHALL BE AN EMPLOYEE OF THE SCHOOL. ALL MEMBERS OF THE COMMITTEE SHALL BE FINANCIALLY LITERATE, AND AT LEAST ONE MEMBER SHALL HAVE ACCOUNTING OR RELATED FINANCIAL MANAGEMENT EXPERTISE. THE MEMBERS OF THE COMMITTEE SHALL BE NOMINATED BY THE BOARD AT THE ANNUAL MEETING OF THE BOARD AND SHALL SERVE UNTIL THE NEXT ANNUAL ORGANIZATIONAL MEETING OR UNTIL THEIR RESPECTIVE SUCCESSORS SHALL BE NOMINATED. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF TRUSTEES REVIEWS THE FORM 990, WITHOUT DONOR INFORMATION, PRIOR TO THE FILING OF THE FORM 990. THE REVIEW OF THE 990 BY THE BOARD INCLUDES REVIEW OF: PROGRAM SERVICE ACCOMPLISHMENTS, THE STATEMENT OF FUNCTIONAL EXPENSES, AND THE EXISTENCE OF A CONFLICT OF INTEREST POLICY, A WHISTLEBLOWER POLICY, DOCUMENT RETENTION AND DESTRUCTION POLICY, AND THE PROCESS FOR DETERMINING COMPENSATION OF THE HEAD OF SCHOOL. FORM 990, PART VI, SECTION B, LINE 12 EACH YEAR, EVERY BOARD MEMBER, OFFICER AND KEY EMPLOYEE IS REQUIRED TO COMPLETE AND SIGN A CONFLICT OF INTEREST STATEMENT, WHICH FORMS ARE KEPT ON FILE BY THE DIRECTOR OF FINANCE. SUCH FORMS DESCRIBE TYPES OF CONFLICTS OF INTEREST AND REQUIRE DISCLOSURE OF ANY SUCH CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 THE CHAIR OF THE BOARD OF TRUSTEES AND THE CHAIR OF THE FINANCE COMMITTEE REVIEW AND APPROVE THE ANNUAL COMPENSATION OF THE HEAD OF SCHOOL PRIOR TO EXECUTION OF THE HEAD OF SCHOOL'S ANNUAL EMPLOYMENT CONTRACT. IN CONNECTION WITH THIS DELIBERATION, INFORMATION FROM THE CALIFORNIA ASSOCIATION OF INDEPENDENT SCHOOLS (CAIS) REGARDING COMPENSATION OF OTHER HEADS OF SCHOOL IS REVIEWED. OTHER KEY EMPLOYEES ARE REVIEWED BY THE HEAD OF SCHOOL, WITH CAIS COMPENSATION INFORMATION, AND SUCH REVIEWS ARE DOCUMENTED IN PERSONNEL FILES. THE MOST RECENT YEAR IN WHICH THE PROCESS OF REVIEWING AND APPROVING COMPENSATION WAS CONDUCTED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990, GOVERNING DOCUMENTS, CONFLICT OF INTEREST OF POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. 416 SAN VICENTE LLC 17835 VENTURA BOULEVARD SUITE 104 ENCINO CA 91316 934841015 HOLDING TITLE OF REAL PROPERTY CA 421541 12413430 CARLTHORP SCHOOL