2025-11-17T16:56:45-06:00 2025-06-30 341884125 CBIZ ADVISORS LLC 4722 N 24TH ST STE 300 PHOENIX AZ 85016 990 2024-07-01 861061606 PACIFIC RIDGE SCHOOL PACI 7604489820 6269 EL FUERTE STREET CARLSBAD CA 92009 STEPHANIE HOLLY CFO/COO 7604489820 2025-11-12 1 1 AMY A O'LOUGHLIN P00869687 6022646835 2025-11-12 2024 2025-03-06 01:10:19Z ROBERT OGLE 6269 EL FUERTE STREET CARLSBAD CA 92009 43297191 0 X WWW.PACIFICRIDGE.ORG X 2003 CA PREPARE 6TH THROUGH 12TH GRADE STUDENTS FOR A PURPOSEFUL LIFE THROUGH ACADEMIC EXCELLENCE AND... PREPARE 6TH THROUGH 12TH GRADE STUDENTS FOR A PURPOSEFUL LIFE THROUGH ACADEMIC EXCELLENCE AND GLOBAL ENGAGEMENT. 23 23 236 80 0 0 2056091 3002775 31141916 30991492 890962 473424 193012 257190 34281981 34724881 5083809 5228140 0 0 16068646 16987239 0 0 1027291 10682660 10883911 31835115 33099290 2446866 1625591 87096425 89450184 50975844 50708185 36120581 38741999 X IN A COMMUNITY THAT FOSTERS ACADEMIC EXCELLENCE, ETHICAL RESPONSIBILITY AND GLOBAL ENGAGEMENT, PACIFIC RIDGE SCHOOL PREPARES STUDENTS FOR COLLEGE AND A PURPOSEFUL LIFE. 0 0 30651756 5228140 31084250 IN THE 2024-2025 ACADEMIC YEAR, PACIFIC RIDGE SCHOOL EXPERIENCED A SLIGHT DECLINE IN ENROLLMENT TO 661 STUDENTS IN GRADES 6-12 COMPARED TO 688 STUDENTS IN THE 2023-2024 ACADEMIC YEAR. SCHOOL LEADERSHIP RECOGNIZES THE VALUE TO STUDENTS OF COMBINING FIRST-RATE CLASSROOM ACADEMICS WITH SERVICE LEARNING AND GLOBAL TRAVEL OPPORTUNITIES, THE ARTS, SCIENCES, AND ATHLETIC PARTICIPATION.STUDENTS AT PACIFIC RIDGE BENEFIT FROM ENGAGING AROUND A HARKNESS TABLE WITH THEIR PEERS AND TEACHER IN CLASSES AVERAGING 15 STUDENTS. FACULTY BRING A WEALTH OF EXPERIENCE, PASSION AND GLOBAL PERSPECTIVE TO THE CLASSROOM EVERY DAY. OVER 75% OF OUR FACULTY HOLD ADVANCED DEGREES AND AN AVERAGE 7:1 STUDENT-TO-TEACHER RATIO SUPPORTS COMPREHENSION AND ADVANCEMENT.PARTICIPATION IN ONE OF THE SCHOOL'S 34 SERVICE LEARNING GROUPS ENRICHES EACH STUDENT'S ACADEMIC EXPERIENCE, TEACHES CIVIC AND ETHICAL RESPONSIBILITY, AND STRENGTHENS COMMUNITIES FOR THE COMMON GOOD. BUILT INTO THE CURRICULUM, SERVICE LEARNING IS REQUIRED FOR STUDENTS IN GRADES 6-10. NEARLY 90% OF UPPERCLASSMEN CONTINUE WITH THE PROGRAM. BY EXPLORING DIFFERENT CULTURES, EMBRACING THE UNFAMILIAR, AND ATTEMPTING TO HELP THOSE OUTSIDE OF OUR COMMUNITY, OUR STUDENTS BECOME GLOBAL CITIZENS INTENT ON MAKING A DIFFERENCE. SINCE THE SCHOOL'S INCEPTION, PACIFIC RIDGE STUDENTS HAVE TRAVELED TO OVER 58 COUNTRIES ON 6 CONTINENTS.PACIFIC RIDGE OFFERS 37 UPPER SCHOOL ARTS ELECTIVES INCLUDING PHOTOGRAPHY, FILMMAKING, MUSIC, SINGING, THEATER, GRAPHIC DESIGN, STUDIO ARTS, AND DANCE. PACIFIC RIDGE OFFERS 60 ATHLETIC TEAMS, LED BY PASSIONATE COACHES AND STAFF. OUR STUDENT-ATHLETES LEARN THE SPIRIT OF COMPETITION AND THE VALUE OF SPORTSMANSHIP WHILE PURSUING EXCELLENCE ON AND OFF THE FIELD. WITH OVER 90 ACADEMIC AND ENRICHMENT CLUBS, STUDENTS HAVE THE ABILITY TO SHARE THEIR TALENTS, BROADEN THEIR INTERESTS, AND DEVELOP THEIR LEADERSHIP SKILLS.WHILE TUITION ENSURES AN EXCEPTIONAL EDUCATION, IT IS THROUGH PHILANTHROPY THAT WE ARE ABLE TO GO ABOVE AND BEYOND - PROVIDING THE EXTRAORDINARY EXPERIENCES THAT ALLOW OUR STUDENTS TO FULFILL THEIR GREATEST POTENTIAL, BOTH IN COLLEGE AND IN LIFE AFTERWARDS. 30651756 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 65 0 1 236 1 0 0 0 0 0 0 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X DIEGO FLORES 7604489831 6269 EL FUERTE STREET CARLSBAD CA 92009 BRENT RIVARD BOARD CHAIR 10.00 X X 0 0 0 KRISTIN FRENCH SECRETARY 5.00 X X 0 0 0 SHARI BARD TRUSTEE 5.00 X 0 0 0 NIHAR BHAKTA SHITAL TRUSTEE 5.00 X 0 0 0 RIO DICKENS-CELESTIN TRUSTEE 1.00 X 0 0 0 RASHIDA DZEKETEY TRUSTEE 1.00 X 0 0 0 ERIC IANTORNO TRUSTEE 1.00 X 0 0 0 SHEILA GUJRATHI TRUSTEE 1.00 X 0 0 0 STEVEN PACELLI TRUSTEE 1.00 X 0 0 0 STEPHANIE SAPP TRUSTEE 1.00 X 0 0 0 KELLY PEREZ TRUSTEE 5.00 X 0 0 0 MICHELE SAUNDERS TRUSTEE 5.00 X 0 0 0 CARRIE SHEN TRUSTEE 1.00 X 0 0 0 MARIA SIMPSON TRUSTEE 5.00 X 0 0 0 MATT STOYKA TRUSTEE 5.00 X 0 0 0 DIMAS JIMENEZ TRUSTEE 1.00 X 0 0 0 MICHAEL WITZ TRUSTEE 1.00 X 0 0 0 LIBBY NEUBERGER TRUSTEE 1.00 X 0 0 0 BRIAN NEEL TRUSTEE 1.00 X 0 0 0 MARIA AINI TRUSTEE 1.00 X 0 0 0 JENNIFER BJORNSTAD TRUSTEE 1.00 X 0 0 0 HEATHER BERGMAN TRUSTEE 1.00 X 0 0 0 HEATHER STEINMEIER TRUSTEE 1.00 X 0 0 0 ROBERT OGLE HEAD OF SCHOOL 40.00 X 499344 0 66188 STEPHANIE HOLLY CHIEF FINANCIAL & OPERATIONS OFFICER 40.00 X 306539 0 19097 JOHN COMFORTO DEAN OF FACULTY 40.00 X 195493 0 19553 WILLIAM MAYNARD DIRECTOR OF IT 40.00 X 192021 0 25534 RACHEL PETRELLA EXEC DIR COLLEGE GUIDANCE 40.00 X 187251 0 19007 1380648 0 149379 5 0 1 0 CITY WIDE FACILITY SOLUTIONS SAN DIEGO C 8902 ACTIVITY ROAD STE A SAN DEIGO CA 92126 JANITORIAL/SECURITY 618308 MILLENNIUM TRAVEL 1805 MARION AVENUE NOVATO CA 94945 GLOBAL EDUCATION TRAVEL 569095 ARCC PROGRAMS 19800 VILLAGE CT STE 200 BEND OR 97702 GLOBAL EDUCATION TRAVEL 507490 ATLAS WORKSHOPS INC ATLAS WORKSHOPS INC PO BOX 150599 BROOKLYN NY 11215 GLOBAL EDUCATION TRAVEL 305200 WESS TRANSPORTATION PO BOX 462788 ESCONDIDO CA 92046 BUS TRANSPORTATION 272154 17 3002775 210050 3002775 EDUCATION PROGRAM 611110 30991492 30991492 30991492 457588 457588 84639 0 84639 84639 84639 8573146 15000 8571381 929 1765 14071 15836 15836 PARENTS ASSOCIATION 611110 95640 95640 MISCELLANOUS INCOME 900099 68792 68792 ARTS PROGRAM 611110 8119 8119 172551 34724881 31084250 0 637856 5228140 5228140 805883 291699 349054 165130 12906185 11779087 600089 527009 873485 774336 52783 46366 1409698 1263955 81400 64343 991988 886241 61526 44221 29231 11915 16889 427 48990 48990 299598 187132 112466 445086 424857 15726 4503 313771 308471 2448 2852 1555727 1520108 28464 7155 18947 8407 10540 191267 113836 58501 18930 705205 689056 12905 3244 2602633 2543033 47628 11972 301857 292564 6349 2944 EDUCATIONAL TRAVEL 2058784 2058784 STUDENT ACTIVITIES 1203635 1203635 ATHLETIC EXPENSES 492305 492305 TRANSPORTATION 249747 249747 367128 324448 26951 15729 33099290 30651756 1420243 1027291 2046983 1952417 11643884 14106079 2774141 2361403 8640135 9028494 178555 406007 79067770 33230439 47711702 45837331 14101025 15714887 0 43566 87096425 89450184 2857191 2842996 23348037 24052111 24768665 23769673 1951 43405 50975844 50708185 X 33938208 35835476 2182373 2906523 36120581 38741999 87096425 89450184 1625591 995827 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4259688 4367206 677176 426782 466440 8410848 2976032 1508404 282073 506821 4259688 2279949 575533 120550 2976032 900742 1486159 -106952 2279949 881273 1000 18469 900742 0.94312 0.05688 0.00000 0 0 9666221 9666221 53165089 20873346 32291743 8335259 6412488 1922771 7382190 5928655 1453535 519011 15950 503061 45837331 X 28842702 995827 995827 27846875 6878006 6878006 34724881 24382696 0 24382696 8716594 8716594 33099290 PART V, LINE 4: THE ENDOWMENTS ARE DESIGNATED TO SUPPORT THE OPPORTUNITY GRANT PROGRAM, CAPITAL REQUIREMENTS AND VARIOUS OPERATIONAL NEEDS OF THE SCHOOL. PART X, LINE 2: THE SCHOOL IS EXEMPT FROM INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. AT JUNE 30, 2025, THE FEDERAL STATUTE OF LIMITATIONS REMAINS OPEN FOR THE 2021 THROUGH 2025 TAX YEARS. THE STATUTE OF LIMITATIONS FOR THE STATE INCOME TAX RETURNS REMAINS OPEN FOR THE 2020 THROUGH 2025 TAX YEARS. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT INCOME 1,455,180. FINANCIAL ASSISTANCE NET WITH REVENUES IN FINANCIAL STATEMENTS 5,228,140. BAD DEBT EXPENSE NET WITH REVENUES IN FINANCIAL STATEMENTS 84,733. PARENT ASSOCIATION EXPENSES NET WITH REVENUES IN FINANCIAL STATEMENTS 95,882. LOSS ON DISPOSAL OF PROPERTY AND EQUIPMENT 14,071. PART XII, LINE 4B - OTHER ADJUSTMENTS: DEPRECIATION AND AMORTIZATION SEPARATELY STATED IN FINANCIAL STATEMENTS 2,602,634. INTEREST EXPENSE SEPARATELY STATED IN FINANCIAL STATEMENTS 705,205. FINANCIAL ASSISTANCE NET WITH REVENUES IN FINANCIAL STATEMENTS 5,228,140. BAD DEBT EXPENSE NET WITH REVENUES IN FINANCIAL STATEMENTS 84,733. PARENT ASSOCIATION EXPENSES NET WITH REVENUES IN FINANCIAL STATEMENTS 95,882. 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 NON-DISCRIMINATION POLICY WAS PUBLISHED ON ALL ADMISSIONS BROCHURES AND NEWSPAPER PRINT ADS IN THE NORTH COUNTY TIMES, WHICH COVERS ALL OF NORTH SAN DIEGO COUNTY. EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 4 PROGRAM SERVICES GLOBAL EDUCATION 205977 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 0 1 PROGRAM SERVICES GLOBAL EDUCATION 83000 0 5 0 0 0 5 288977 0 288977 0 0 0 0 0 0 PART I, LINE 3: PAYMENTS MADE FOR STUDENTS PARTICIPATING IN GLOBAL STUDY OPPORTUNITIES. PAYMENTS ARE MADE TO THE SCHOOL AND THE SCHOOL PAYS THE TOUR OPERATORS DIRECTLY. 1 TUITION ASSISTANCE 201 4920743 N/A N/A TRAVEL ASSISTANCE 164 307397 N/A N/A PART I, LINE 2: ALL FAMILIES REQUESTING TUITION ASSISTANCE MUST COMPLETE FORMS REQUIRED BY OUR OUT-SOURCED TUITION ASSISTANCE ANALYSIS PROVIDER, CLARITY. THE CLARITY INFORMATION AND OTHER FACTORS ARE USED TO DETERMINE THE APPROPRIATE ASSISTANCE AMOUNT WHICH IS THEN REVIEWED BY THE TUITION ASSISTANCE COMMITTEE BEFORE APPROVAL. THE FUNDS ARE NOT ACTUALLY TRANSFERRED TO THE STUDENTS, BUT RATHER SERVE AS A REDUCTION OF THE TUITION PAYMENTS DUE; THEREFORE, THE ENTITY DOES NOT REQUIRE ANY FURTHER PROCEDURES TO BE IN PLACE TO MONITOR THE USE OF THE TUITION ASSISTANCE. X X X 0 0 0 0 0 0 0 1 0 ROBERT OGLE HEAD OF SCHOOL 449344 0 50000 0 0 0 47220 0 18968 0 565532 0 0 0 STEPHANIE HOLLY CHIEF FINANCIAL & OPERATIONS OFFICER 306539 0 0 0 0 0 19097 0 0 0 325636 0 0 0 WILLIAM MAYNARD DIRECTOR OF IT 192021 0 0 0 0 0 12252 0 13282 0 217555 0 0 0 JOHN COMFORTO DEAN OF FACULTY 195493 0 0 0 0 0 12328 0 7225 0 215046 0 0 0 RACHEL PETRELLA EXEC DIR COLLEGE GUIDANCE 187251 0 0 0 0 0 11810 0 7197 0 206258 0 0 0 PART I, LINE 7 THE HEAD OF SCHOOL IS ELIGIBLE FOR A BONUS PAYMENT BASED ON MEETING ORGANIZATIONAL GOALS. THE BONUS IS AT THE DISCRETION OF THE BOARD OF TRUSTEES. A CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY 352273601 2011-07-28 3333333 CAMPUS EXPANSION AND REFUNDING 7/28/2007 0 0 0 B CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY 352273601 2020-09-30 21625300 REFUND PRIOR ISSUE 8/28/2013 0 0 0 C CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY 352273601 2022-10-06 4156583 REFUND PRIOR ISSUES 7/28/2011; 01/26/2012 0 0 0 A 3333333 3333333 2011 0 0 1 1 B 1624798 21625300 21625300 2012 1 0 1 1 C 78772 4156583 12111 4144472 2011 1 0 1 1 A 0 0 1 1 1 0 0 0 1 B 0 0 1 1 0 0 0 0 1 C 0 0 1 1 0 0 0 0 0 A 1 B 1 C 1 X 12 202340 HI/LOW AVERAGE X OTHER 2 7710 FMV 0 1 1 PART I, LINE 32B: THE ORGANIZATION USES ITS INVESTMENT BROKER, JP MORGAN CHASE, TO PROCESS AND SELL CONTRIBUTED STOCKS WITHIN ONE WEEK OF RECEIPT. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM. THE AUDIT COMMITTEE REVIEWS THE 990 AND APPROVES IT FOR DISTRIBUTION TO THE FULL BOARD. EACH BOARD MEMBER RECEIVES A COPY OF THE FULL 990 VIA EMAIL AND IS GIVEN A WEEK TO REVIEW AND COMMENT ON THE RETURN BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONTROLLER/DIRECTOR OF FINANCE ISSUES A QUESTIONNAIRE ANNUALLY WHICH ASKS EACH TRUSTEE IF S/HE HAS CONFLICTS OF INTEREST. EACH TRUSTEE MUST RETURN THE SIGNED FORM CONFIRMING ANY OR THE LACK OF CONFLICTS OF INTEREST. IF THERE IS A CONFLICT OF INTEREST, THE CONFLICTED TRUSTEE WOULD RECUSE HIM/HERSELF FROM ANY DISCUSSIONS AND/OR VOTES ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF TRUSTEES REVIEWS THE REBUTTABLE PRESUMPTION CHECKLIST FOR BOTH THE HEAD OF SCHOOL AND CHIEF FINANCIAL AND OPERATIONS OFFICER EACH YEAR. THE REPORT INCLUDES BENCHMARKED COMPENSATION FOR EACH ROLE BASED ON PEER SCHOOLS PER THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS DATABASE. THE HEAD OF SCHOOL'S COMPENSATION IS DETERMINED BY AN EXISTING CONTRACT WITH COMPENSATION RATES THAT ARE ALREADY STIPULATED BY YEAR. WHILE THE ANNUAL SALARY OF THE CHIEF FINANCIAL AND OPERATIONS OFFICER IS SET BY THE HEAD OF SCHOOL, SUCH SALARY LEVEL IS ALSO REVIEWED AND ACKNOWLEDGED BY THE BOARD OF TRUSTEES. BOARD DISCUSSION AND VOTE TO APPROVE ARE THEN TAKEN. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL'S ARTICLES OF INCORPORATION, BYLAWS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE SCHOOL RESPONDS TO ALL REQUESTS FOR DOCUMENTATION EITHER BY EMAIL OR ON-SITE VIEWING.