2025-04-16T18:47:02-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 2210 EAST ROUTE 66 GLENDORA CA 91740 990 2023-07-01 951641456 POLYTECHNIC SCHOOL POLY 6263966300 1030 E CALIFORNIA BLVD PASADENA CA 91106 KEITH HUYSSOON CFO 6263966351 2025-04-15 1 0 DERRICK DEBRUYNE P00591016 6268577300 2025-04-15 2023 2025-03-06 01:10:19Z JOHN BRACKER 1030 E CALIFORNIA BLVD PASADENA CA 91106 89789420 0 X WWW.POLYTECHNIC.ORG X 1907 CA POLYTECHNIC IS AN INDEPENDENT, COEDUCATIONAL, DAY SCHOOL FOR APPROXIMATELY 870 STUDENTS. 23 20 575 150 0 0 11802624 10354676 35221793 38673540 6016363 6613315 395213 501481 53435993 56143012 5970092 6428110 0 0 28721871 31870161 0 0 2739637 12751386 13953709 47443349 52251980 5992644 3891032 176532983 188549843 8770506 9430269 167762477 179119574 X THE MISSION OF POLYTECHNIC SCHOOL IS TO DEVELOP THE UNIQUE INTELLECT, TALENTS, AND CHARACTER OF EACH STUDENT IN A COMMUNITY DEDICATED TO ACADEMIC EXCELLENCE, PERSONAL RESPONSIBILITY, AND SERVICE TO OTHERS. THE SCHOOL ENVISIONS A COMMUNITY OF STUDENTS, INSPIRED BY TRANSFORMATIVE TEACHING, WHO WILL CONTRIBUTE PROFOUNDLY TO THE WORLD AS INTELLECTUAL LEADERS. 0 0 40872135 6428110 38673540 POLYTECHNIC SCHOOL IS AN INDEPENDENT, COEDUCATIONAL DAY SCHOOL FOR APPROXIMATELY 870 STUDENTS IN KINDERGARTEN THROUGH GRADE TWELVE. THE SCHOOL WAS ESTABLISHED IN 1907 AND IS LOCATED ON A 15 ACRE CAMPUS IN PASADENA, CALIFORNIA. THE SCHOOL OFFERS A STRONG ACADEMIC PROGRAM, ACTIVITIES BEYOND THE CLASSROOM INCLUDING ATHLETICS, OUTDOOR EDUCATION, COMMUNITY SERVICE, AND THE VISUAL AND PERFORMING ARTS. THE SCHOOL STRIVES TO REFLECT THE CULTURAL, ETHNIC AND ECONOMIC DIVERSITY PRESENT IN THE PASADENA AND SAN GABRIEL VALLEY AREA. THE SCHOOL OFFERS SMALL CLASSES WHICH ENCOURAGE DEEP STUDENT-FACULTY INTERACTION, FACILITIES THAT ENHANCE THE ABILITY OF THE FACULTY TO TEACH, AND OPPORTUNITIES FOR FACULTY DEVELOPMENT. 40872135 1 1 0 1 0 0 0 0 1 1 1 1 0 0 1 1 1 0 1 0 0 1 0 0 1 0 0 0 1 1 0 0 0 0 1 0 1 0 1 0 0 0 0 1 0 0 0 1 95 0 1 575 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 23 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X KEITH HUYSSOON 6263966300 1030 E CALIFORNIA BLVD PASADENA CA 91106 MOLZ TODD BOARD CHAIR 5.00 X X 0 0 0 HUDNUT ALEXANDER VICE CHAIR/CHAIR ELECT 5.00 X X 0 0 0 CALLAHAN EZRA VICE CHAIR 5.00 X X 0 0 0 SINGLA SONIA VICE CHAIR 5.00 X X 0 0 0 ANSARI MOHSIN TREASURER 5.00 X X 0 0 0 CARDENAS ROSALINA SECRETARY 5.00 X X 0 0 0 ARCHIBONG KOKO TRUSTEE 5.00 X 0 0 0 BRATHWAITE KWAME TRUSTEE 5.00 X 0 0 0 CEVA KRISTIN TRUSTEE 5.00 X 0 0 0 CHOI HENRY TRUSTEE 5.00 X 0 0 0 DESAI PRIYA TRUSTEE 5.00 X 0 0 0 HOLDSWORTH MARK TRUSTEE 5.00 X 0 0 0 HSIEH MING TRUSTEE 5.00 X 0 0 0 LONGORIA ROBERTO TRUSTEE 5.00 X 0 0 0 LIU STANLEY TRUSTEE 5.00 X 0 0 0 MACPHERSON LORI TRUSTEE 5.00 X 0 0 0 MCDONALD JUDITH TRUSTEE 5.00 X 0 0 0 NELSON NASH DENISE TRUSTEE 5.00 X 0 0 0 POMERANTZ CAROL TRUSTEE 5.00 X 0 0 0 PRADO MARICRUZ TRUSTEE 5.00 X 0 0 0 RICE PETER TRUSTEE 5.00 X 0 0 0 ROTHE-KUSHELL JETHRO TRUSTEE 5.00 X 0 0 0 VALENTI COURTENAY TRUSTEE 5.00 X 0 0 0 BRACKER JOHN HEAD OF SCHOOL 60.00 X 751917 0 106983 HUYSSOON KEITH CHIEF FINANCIAL OFFICER 50.00 X 284668 0 50799 WU LISA ADMISSIONS DIRECTOR/ASSISTANT HOS 50.00 X 266982 0 32929 FAY JONATHAN R SUMMER SCHOOL DIRECTOR/FACULTY 50.00 X 214895 0 32917 ROBBINS MEREDITH ADVANCEMENT DIRECTOR 50.00 X 221247 0 26476 MELGOZA JOSE UPPER SCHOOL DIRECTOR 50.00 X 194580 0 28115 MARTIN FISHBECK PAULA LOWER SCHOOL DIRECTOR 50.00 X 190977 0 21790 2125266 0 300009 82 0 1 0 MONTGOMERY CLARK ADVISORS 16030 VENTURA BLVD STE 240 ENCINO CA 91436 STRATEGIC LAND CONSULTING SERVICE 168000 BEVARIS ALLIANCE 17229 TENNYSON PLACE GRANADA HILLS CA 91344 FOOD SERVICE 162790 GRUEN ASSOCIATES 6330 SAN VICENTE LOS ANGELES CA 90048 PLANNING INTERIORS LANDSCAPE 141967 SCOOTEDUCATION 5670 WILSHIRE BLVD SUITE 1970 LOS ANGELES CA 90036 TEMPORARY AGENCY 126974 THE KITCHEN FOR EXPLORING FOODS 1150 SOUTH OLIVE STREET LOS ANGELES CA 91005 CATERING SERVICE 112280 5 10354676 3134591 10354676 TUITION AND FEES 611710 35353902 35353902 SUMMER SCHOOL 611710 3083888 3083888 AFTER SCHOOL PROGRAM 611710 235750 235750 38673540 3700993 3700993 255089 143724 111365 111365 111365 36384970 33472648 2912322 2912322 2912322 91655 30036 61619 61619 REIMB FROM RELATED ENTITY FOR PFS 611710 187333 187333 OTHER 611710 88994 88994 PANTHER CLUB REVENUE 611710 52170 52170 328497 56143012 38673540 0 7114796 6410057 6410057 18053 18053 1325165 1325165 24557451 20220198 2689970 1647283 1427205 1163775 176088 87342 2786043 2403470 180703 201870 1774297 1487718 176560 110019 56085 56085 116999 116999 303843 303843 293529 115187 178342 212817 5616 207201 427651 376334 42765 8552 2178515 2043570 88500 46445 10221 10221 3191731 2808723 319173 63835 644433 286231 351697 6505 OUTDOOR EDUCATION 556734 556734 ATHLETIC DEPARTMENT EXP 418713 418713 BUS PROGRAM EXPENSES 233258 233258 RECRUITMENT EXPENSES 144026 144026 5165154 2439685 2336025 389444 52251980 40872135 8640208 2739637 3852326 4161172 5681998 5697160 11 11 800 51090 1689316 2183958 95072382 35186309 61605713 59886073 83218718 94540216 19537274 21076595 946827 953568 176532983 188549843 3392210 3811192 4839874 5227130 199753 150415 338669 241532 8770506 9430269 X 104400476 105096024 63362001 74023550 167762477 179119574 176532983 188549843 X 3891032 7359182 106883 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 342281 0 0 342281 0 PART II-B, LINE 1: L.A. COUNTY LAND USE ENTITLEMENTS FOR ATHLETIC FIELDS IN ALTADENA. 0 1 X 98158256 3388820 12778971 3683262 110642785 87295767 4004766 10494887 3568084 69080 98158256 97025586 4521844 -10846708 3339946 65009 87295767 71716339 2722555 26022621 3370905 65024 97025586 75719814 756107 -878244 3800060 81278 71716339 0.39850 0.35630 0.24520 0 0 10345825 10345825 68963016 24044654 44918362 9685460 6878680 2806780 6078081 4262975 1815106 59886073 LARGE CAP EQUITY FUND 18128200 F FIXED INCOME SECURITIES 2948395 F 21076595 LEASE LIABILITY 241532 241532 X 57068937 7359182 -6303174 1056008 56012929 303843 -173760 130083 56143012 45711840 173760 173760 45538080 303843 6410057 6713900 52251980 PART IV, LINE 2B: CUSTODIAN ACCOUNTS INCLUDE STUDENT AND PARENT ASSOCIATION ACCOUNTS. PART V, LINE 4: THE SCHOOL'S ENDOWMENT IS COMPRISED OF INDIVIDUAL FUNDS WHICH ARE HELD IN INVESTMENTS FOR THE PURPOSE OF PROVIDING SUPPORT FOR FINANCIAL AID, FACULTY RELATED PROGRAMS AND OTHER SCHOOL PROGRAMS. PART X, LINE 2: THE SCHOOL HAS BEEN GRANTED TAX-EXEMPT STATUS BY THE INTERNAL REVENUE SERVICE UNDER IRC 501(C)(3), AND THE STATE OF CALIFORNIA. 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 THEY ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION OR IF NOT, THAT THE IMPACTS WOULD NOT BE SIGNIFICANT TO THE SCHOOL'S FINANCIAL CONDITION. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF TRUST 106,883. FINANCIAL AID -6,410,057. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENT EXPENSE -143,724. SPECIAL EVENT EXPENSES -30,036. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENT EXPENSE 143,724. SPECIAL EVENT EXPENSES 30,036. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 6,410,057. 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 DISCRIMINATORY POLICY IS DISCLOSED ON THE SCHOOL'S WEBSITE. IT IS PRIMARILY PUBLICLY ACCESSIBLE VIA THE INTERNET ON SCHOOL'S HOMEPAGE AT ALL TIMES, IN A MANNER REASONABLY EXPECTED TO BE NOTICED BY VISITORS TO THE HOMEPAGE. 0 0 0 0 0 0 0 0 0 0 SUB-SAHARAN AFRICA TO PROVIDE SUPPORT TO SCHOOLS IN SOUTH AFRICA 18053 WIRE TRANSFER 0 0 0 0 0 0 0 FRIDAY NIGHT LIGHTS 91655 91655 8235 12139 9662 91655 91655 8235 12139 9662 30036 61619 1 FINANCIAL AID 226 6410057 FINANCIAL AID AWARDED TO ELIGIBLE STUDENTS. FORM 990, SCHEDULE I, PART IV FINANCIAL AID AWARDS ARE GRANTED IN FURTHERANCE OF THE SCHOOL'S EXEMPT PROGRAMS AND ARE MADE IN ACCORDANCE WITH PROCEDURES OR SUBJECT TO CONDITIONS ESTABLISHED BY THE SCHOOL'S GOVERNING BOARD. THE FINANCIAL AID AWARDS RECEIPIENTS ARE ADEQUATELY INVESTIGATED TO ENSURE THAT THEY ARE QUALIFIED RECIPIENTS. STUDENTS RECEIVING AWARDS ARE JUDGED WORTHY BY THE INSTITUIONS ASSESSMENT ON THE BASIS OF FINANCIAL NEED, AND OTHER SIMILAR STANDARDS. DETERMINATION OF FINANCIAL AID AWARDS: FINANCIAL AID IS OFFERED TO ADMITTED APPLICANTS OR RETURNING STUDENTS BASED ON FINANCIAL NEED. THE SCHOOL DOES NOT OFFER LOANS OR SCHOLARSHIPS. FAMILIES ARE SENT A PACKET OF INFORMATION AND FORMS UPON REQUEST. FAMILIES ARE ASKED TO COMPLETE A PARENT'S FINANCIAL STATEMENT TO BE SENT TO AN INDEPENDENT ORGANIZATION WHO CALCULATES THE EXPECTED FAMILY CONTRIBUTION BASED ON, AMONG OTHER FACTORS: THE FAMILY'S INCOME, ASSETS AND LIABILITIES, UNUSUAL EXPENSES AND FAMILY SIZE. THE SCHOOL THEN REVIEWS THIS INDEPENDENT CALCULATION TOGETHER WITH THE FAMILY'S LATEST TAX RETURN. EVERY REQUEST IS REVIEWED CAREFULLY, AND A DECISION IS MADE BASED ON ALL AVAILABLE INFORMATION. X X X X X 1 1 X X X 0 1 0 0 0 0 0 0 0 BRACKER JOHN HEAD OF SCHOOL 545795 0 0 0 206122 0 81625 0 25358 0 858900 0 0 0 HUYSSOON KEITH CHIEF FINANCIAL OFFICER 282762 0 0 0 1906 0 29069 0 21730 0 335467 0 0 0 WU LISA ADMISSIONS DIRECTOR/ASSISTANT HOS 253902 0 0 0 13080 0 16216 0 16713 0 299911 0 0 0 FAY JONATHAN R SUMMER SCHOOL DIRECTOR/FACULTY 213721 0 0 0 1174 0 20262 0 12655 0 247812 0 0 0 ROBBINS MEREDITH ADVANCEMENT DIRECTOR 221026 0 0 0 221 0 14030 0 12446 0 247723 0 0 0 MELGOZA JOSE UPPER SCHOOL DIRECTOR 194319 0 0 0 261 0 19478 0 8637 0 222695 0 0 0 MARTIN FISHBECK PAULA LOWER SCHOOL DIRECTOR 183219 0 0 0 7758 0 11152 0 10638 0 212767 0 0 0 PART I, LINE 1A THE SCHOOL PROVIDES THE HEAD WITH A DISCRETIONARY SPENDING ACCOUNT TO CAPTURE NECESSARY BUSINESS EXPENSES SUCH AS CONFERENCES, RESIDENCE EXPENSES, MEMBERSHIP DUES, ETC. AS PER THE EMPLOYMENT CONTRACT, THE HEAD OF THE SCHOOL IS REQUIRED TO OCCUPY SCHOOL OWNED HOUSING ADJACENT TO THE SCHOOL WHERE THE HEAD ALSO REGULARLY CONDUCTS SCHOOL RELATED FUNCTIONS. THE SCHOOL PAYS FOR THE HEAD OF SCHOOL'S MEMBERSHIP IN A UNIVERSITY FACULTY CLUB WHERE THE HEAD REGULARLY ATTENDS SCHOOL-RELATED FUNCTIONS. PER THE HEAD OF SCHOOL'S EMPLOYMENT CONTRACT, THE SCHOOL PAYS FOR MAID SERVICE AT THE SCHOOL-PROVIDED HOUSE. PART I, LINE 4B FOR CALENDAR YEAR 2023, AS PART OF AN EMPLOYMENT CONTRACT AGREEMENT, THE CURRENT HEAD OF THE SCHOOL PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN 457(F) ESTABLISHED BY THE SCHOOL. PART II: OTHER REPORTABLE COMPENSATION FOR HEAD OF SCHOOL INCLUDES $39,325 SUPPLMENTAL NONQUALIFIED RETIREMENT PLAN 457(F) DEFERRED COMPENSATION PAYMENT. TRUSTEE OR TRUSTEE FAMILY MEMBER 9000 NEED-BASED FINANCIAL AID EDUCATION TRUSTEE OR TRUSTEE FAMILY MEMBER 115900 NEED-BASED FINANCIAL AID EDUCATION TRUSTEE OR TRUSTEE FAMILY MEMBER 34500 NEED-BASED FINANCIAL AID EDUCATION RACHEL COUNTRYMAN SPOUSE OF THE HEAD OF SCHOOL 96813 EMPLOYEE 0 X 16 3134591 FMV X VARIOUS 125 32980 FMV 0 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B AUDIT COMMITTEE IS DELEGATED RESPONSIBILITY TO REVIEW THE COMPLETE FORM 990 PRIOR TO FILING. THE BOARD OF TRUSTEES RECEIVES A COMPLETE COPY OF THE FORM 990 PRIOR TO FILING AND IS PRESENTED A SUMMARY OF PROCESS AND KEY ITEMS BY THE AUDIT COMMITTEE. THE BOARD OF TRUSTEES APPROVES FILING OF THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C THE POLYTECHNIC SCHOOL BOARD OF TRUSTEES HAS A CONFLICT OF INTEREST POLICY TO ENSURE THAT BOARD ACTIONS ARE FREE FROM ANY ACTUAL OR APPEARANCE OF CONFLICT OF INTEREST. ANNUALLY, EACH BOARD MEMBER IS REMINDED OF THE COMPLIANCE WITH THIS POLICY. FOLLOWING DISCLOSURE TO THE BOARD CHAIR OF AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST, THE BOARD CHAIR SHALL DETERMINE WHETHER AN ACTUAL CONFLICT OF INTEREST EXISTS AND, IF SO, THE BOARD CHAIR SHALL REFER THE MATTER TO THE EXECUTIVE COMMITTEE WHICH SHALL DETERMINE HOW BEST TO PROTECT THE SCHOOL'S INTEREST. A TRUSTEE WHO IS INVOLVED IN A POTENTIAL CONFLICT OF INTERST IS NOT ALLOWED TO VOTE ON ANY MATTERS RELATED WITH THE CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE HEAD OF SCHOOL'S COMPENSATION IS REVIEWED AND AUTHORIZED ANNUALLY BY THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES, WHICH INCLUDES COMPARISON TO PEER SCHOOLS AND OTHER RELEVANT PERFORMANCE FACTORS. THE HEAD OF SCHOOL HAS A WRITTEN CONTRACT. CFO COMPENSATION IS DETERMINED ANNUALLY BY THE HEAD OF SCHOOL AND CONSIDERS THE COMPARISON TO PEER SCHOOLS AND OTHER RELEVANT PERFORMANCE FACTORS. FORM 990, PART VI, SECTION C, LINE 19 THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY AND OTHER GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF TRUST 106,883. FORM 990, PART XII, LINE 2C: PROCESS HAS NOT CHANGED. THE FUND FOR PARTNERSHIP FOR SUCCESS 1030 E CALIFORNIA BLVD PASADENA CA 91106 823396946 CHARITABLE FUNDRAISING CA 501 (C) (3) 509(A)(3) N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0