2026-02-13T11:42:52-06:00 2025-07-31 410746749 CLIFTONLARSONALLEN LLP 2875 MICHELLE DRIVE 300 IRVINE CA 92606 990 2024-08-01 951816057 FOOTHILL COUNTRY DAY SCHOOL FOOT 9096265681 1035 W HARRISON AVE CLAREMONT CA 91711 NEETU BHAGAT TREASURER 9096265681 2026-02-06 1 1 LISA N RYSSEL CPA P00643670 7147955370 2026-01-30 2024 2025-03-06 01:10:19Z DANIELLE WITTEN 1035 W HARRISON AVE CLAREMONT CA 91711 14448798 0 X WWW.FOOTHILLCDS.ORG X 1954 CA FOOTHILL COUNTRY DAY SCHOOL IS A SAFE, NURTURING, AND INCLUSIVE COMMUNITY. WE ARE UNITED IN PURSUING INTELLECTUAL INQUIRY, ACADEMIC EXCELLENCE, INTEGRITY, AND SERVICE TO OTHERS. WE INSPIRE EACH STUDENT TO BECOME AMBITIOUS, COMPASSIONATE, AND COURAGEOUS. 17 17 124 50 0 0 513359 646311 11649453 12507602 510578 583203 61625 97434 12735015 13834550 1197480 1223835 0 0 8304760 8944385 0 0 390815 2663154 2876873 12165394 13045093 569621 789457 22960701 24575127 4220101 4549487 18740600 20025640 FOOTHILL COUNTRY DAY SCHOOL IS A SAFE, NURTURING, AND INCLUSIVE COMMUNITY. WE ARE UNITED IN PURSUING INTELLECTUAL INQUIRY, ACADEMIC EXCELLENCE, INTEGRITY, AND SERVICE TO OTHERS. WE INSPIRE EACH STUDENT TO BECOME AMBITIOUS, COMPASSIONATE, AND COURAGEOUS. 0 0 9890922 1223835 12507602 FOOTHILL PROVIDED QUALITY EDUCATION TO 85 PRESCHOOL AND 351 ELEMENTARY STUDENTS. 9890922 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 39 0 1 124 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 17 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X DANIELLE WITTEN 9096265681 1035 W HARRISON AVE CLAREMONT CA 91711 JEFF STARK BOARD CHAIR 1.00 X X 0 0 0 CHRISTINE DELGADO VICE CHAIR 1.00 X X 0 0 0 JOHN HARPOLE TREASURER 1.00 X X 0 0 0 NEETU BHAGAT SECRETARY 1.00 X X 0 0 0 OMRANA AHMED TRUSTEE 1.00 X 0 0 0 ANGELA LIMING CHENG TRUSTEE 1.00 X 0 0 0 PETER FEDORKA TRUSTEE 1.00 X 0 0 0 MICHAEL HOE TRUSTEE 1.00 X 0 0 0 PRAVEENA JEEREDDI TRUSTEE 1.00 X 0 0 0 MEERA KANANI TRUSTEE 1.00 X 0 0 0 SANDY KAUSHAL TRUSTEE 1.00 X 0 0 0 ERIC LAU TRUSTEE 1.00 X 0 0 0 RILEY LEWIS TRUSTEE 1.00 X 0 0 0 VALERIE NEWCOMB TRUSTEE 1.00 X 0 0 0 EDDIE SAA TRUSTEE 1.00 X 0 0 0 TAMARA VENIT-SHELTON TRUSTEE 1.00 X 0 0 0 MATT WEIS TRUSTEE 1.00 X 0 0 0 MIKE SILVA HEAD OF SCHOOL 40.00 X 388625 0 68384 DANIELLE WITTEN DIRECTOR OF FINANCE AND OPERATIONS 40.00 X 210372 0 27634 MARY BRADLEY CONTROLLER 40.00 X 141951 0 20434 GABRIELLE SINGH DIRECTOR OF ADVANCEMENT 40.00 X 137237 0 34384 HYTOSHA HODGES-MCDANIELS DIRECTOR OF PRESCHOOL 40.00 X 130254 0 26888 LISA ULSH DIRECTOR OF LOWER SCHOOL 40.00 X 144205 0 30647 SHANE GUILBERT-NEAL DIRECTOR OF UPPER SCHOOL 40.00 X 130100 0 13467 1282744 0 221838 12 0 1 0 CHAMPION PLUMBING HEATING & AC 7525 MR MCDUFFS WAY HIGHLAND CA 92346 HVAC INSTALLATION 150655 JOHNSON FAVARO LLP 5898 BLACKWELDER STREET CULVER CITY CA 90232 MASTER PLAN DEVELOPMENT 121683 2 125672 520639 41455 646311 TUITION AND FEES 611710 11448004 11448004 AUXILIARY ACTIVITIES 611710 1059598 1059598 12507602 511107 511107 124020 36317 87703 87703 87703 447605 375509 72096 72096 72096 202797 125672 202422 375 375 MISCELLANEOUS 611710 9356 9356 9356 13834550 12507602 0 680637 1223835 1223835 736703 173023 563680 6353284 5004347 1133746 215191 410578 326119 70429 14030 931603 708092 193339 30172 512217 391206 103927 17084 13656 13656 29663 29663 56055 56055 204992 151794 52627 571 82438 63977 18461 271346 180802 75798 14746 150247 115443 27843 6961 633515 475136 126703 31676 32168 18123 12837 1208 53486 29571 21944 1971 461821 346366 92364 23091 195383 69560 124768 1055 STUDENT SERVICES & PROG 412083 412083 FIELD TRIPS 192411 192411 TEXTBOOKS 57421 57421 DEVELOPMENT EXPENSE 30188 15590 14598 13045093 9890922 2763356 390815 1198723 923536 5595541 5621424 6204 11223 0 6281 126117 154006 15674935 6057133 8591238 9617802 7442878 8240855 22960701 24575127 401465 764712 3818636 3784775 4220101 4549487 X 16528048 17629721 2212552 2395919 18740600 20025640 22960701 24575127 789457 495583 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 77865 X 0 2778055 2562 305897 109370 2977144 2596926 356 289244 108471 2778055 2566764 139087 108925 2596926 3042700 -339539 136397 2566764 2686652 100 486204 130256 3042700 0.22020 0.44960 0.33020 0 0 2139049 2139049 12496107 5503251 6992856 956699 553882 402817 83080 83080 9617802 X 13050243 495583 495583 12554660 56055 1223835 1279890 13834550 11765203 0 11765203 56055 1223835 1279890 13045093 PART III, LINE 4: THE ORGANIZATION HAS A SCULPTURE SHOWING THE FOUNDING HEAD OF THE SCHOOL INTERACTING WITH CHILDREN. THIS REMINDS COMMUNITY MEMBERS OF THE EDUCATIONAL AND RELATIONAL NATURE OF OUR INSTITUTION. PART V, LINE 4: THE ENDOWMENT INCLUDES BOTH DONOR RESTRICTED FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. THE SCHOOL'S DONOR-RESTRICTED ENDOWMENT CONSISTS OF TWO FUNDS ESTABLISHED FOR FINANCIAL AID AND ONE FUND ESTABLISHED FOR ACADEMIC PROGRAMS. PART X, LINE 2: THE SCHOOL HAS BEEN GRANTED EXEMPTION FROM INCOME TAX UNDER SECTIONS 501(C)(3) OF THE INTERNAL REVENUE CODE AND 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. GAAP PROVIDES 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 4B - OTHER ADJUSTMENTS: FINANCIAL AID 1,223,835. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 1,223,835. 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 HAS PUBLICIZED ITS RACIALLY NONDISCRIMINATORY POLICY IN THE SCHOOL'S APPLICATIONS, WEBSITE, ADMISSION POLICY, EMPLOYMENT APPLICATION, AND THE LOCAL NEWSPAPER. ANNUAL BENEFIT 328469 125672 202797 66452 32013 57590 46367 328469 125672 202797 66452 32013 57590 46367 202422 375 1 FINANCIAL AID 92 1223835 N/A N/A PART I, LINE 2: STUDENTS APPLYING FOR FINANCIAL ASSISTANCE MUST COMPLETE THE PARENT'S FINANCIAL AID STATEMENT BY GOING ONLINE AND ACCESSING CLARITY'S PORTAL AND COMPLETING AN APPLICATION FOR ASSISTANCE. CLARITY'S SOFTWARE PRODUCES A CALCULATION THE APPLICANT WOULD QUALIFY FOR IN FINANCIAL ASSISTANCE. THE SCHOOL MAKES FINANCIAL ASSISTANCE AWARDS BASED ON THIS CALCULATION BY CLARITY AND ON A NON-DISCRIMINATORY BASIS. X 1 1 X X 0 0 0 0 0 0 0 0 0 MIKE SILVA HEAD OF SCHOOL 358625 0 0 0 30000 0 27600 0 40784 0 457009 0 0 0 DANIELLE WITTEN DIRECTOR OF FINANCE AND OPERATIONS 210372 0 0 0 0 0 17033 0 10601 0 238006 0 0 0 LISA ULSH DIRECTOR OF LOWER SCHOOL 144205 0 0 0 0 0 11977 0 18670 0 174852 0 0 0 GABRIELLE SINGH DIRECTOR OF ADVANCEMENT 137237 0 0 0 0 0 10704 0 23680 0 171621 0 0 0 MARY BRADLEY CONTROLLER 141951 0 0 0 0 0 11533 0 8901 0 162385 0 0 0 HYTOSHA HODGES-MCDANIELS DIRECTOR OF PRESCHOOL 130254 0 0 0 0 0 11000 0 15888 0 157142 0 0 0 PART I, LINE 1A THE HEAD OF SCHOOL RECEIVED A $30,000 HOUSING ALLOWANCE DURING THE YEAR THAT WAS INCLUDED IN HIS W-2. PART I, LINE 3 THE COMPENSATION ANALYSIS AND EVALUATION OF THE HEAD IS PERFORMED ANNUALLY. THE CONTRACT IS A MULTI-YEAR CONTRACT THAT WAS LAST CREATED AND EXECUTED IN AUGUST 2024. 7500 TUITION AID TUITION AID 28000 TUITION AID TUITION AID X 4287 EST FAIR MARKET VALUE X 1 1136 MARKET VALUE X AUCTION ITEMS 70 36032 ESTIMATED FAIR MARKE 0 0 0 1 PART I, LINE 32B: AN AUCTIONEER WAS USED TO HELP SELL NON-CASH CONTRIBUTIONS AT THE SCHOOL'S ANNUAL BENEFIT. FORM 990, PART VI, SECTION A, LINE 1A AT ITS DISCRETION, THE BOARD OF TRUSTEES, BY RESOLUTION ADOPTED BY A MAJORITY OF THE TRUSTEES THEN IN OFFICE, PROVIDED THAT A QUORUM IS PRESENT, MAY ELECT AN EXECUTIVE COMMITTEE OF THE BOARD, WHICH SHALL BE COMPOSED OF THE PRESIDENT-HEADMASTER AND FOUR TRUSTEES. THE NAMING OF THE EXECUTIVE COMMITTEE SHALL AUTOMATICALLY DELEGATE TO THE EXECUTIVE COMMITTEE THE FULL AUTHORITY TO (1) ADMIT MEMBERS, (2) ADOPT MEMBERSHIP APPLICATION AND CERTIFICATE FORMS, (3) APPROVE ANY AND ALL PROPOSED DONATIONS TO THE CORPORATION, (4) AUTHORIZE THE INVESTMENT AND REINVESTMENT OF THIS CORPORATION'S FUNDS AS MAY BE REQUIRED IN THE GENERAL CONDUCT OF ITS BUSINESS, (5) PROVIDE FOR THE HOLDING OF ITS OWN MEETINGS, (6) AND ADOPT RULES AND REGULATIONS FOR THE CONDUCT OF ITS MEETINGS; PROVIDED, HOWEVER, THAT MINUTES OF ALL MEETINGS SHALL BE KEPT AND AT ANY TIME UPON REQUEST SHALL BE OPEN TO THE INSPECTION OF ANY MEMBER OF THE BOARD OF TRUSTEES. A QUORUM OF THE EXECUTIVE COMMITTEE SHALL CONSIST OF THREE MEMBERS. HOWEVER, THE EXECUTIVE COMMITTEE SHALL NOT BE AUTHORIZED TO TAKE THE FOLLOWING ACTIONS: (1) AMEND OR REPEAL BYLAWS; (2) EMPLOY OR DISCHARGE TEACHERS; (3) CONTROL OR PRESCRIBE ANY POLICIES CONCERNING THE CORPORATION'S SCHOOL CURRICULUM OR ANYTHING CONCERNING THE TEACHING OR TRAINING OF PUPILS OTHER THAN TO MAKE RECOMMENDATIONS CONCERNING THESE MATTERS TO THE BOARD OF TRUSTEES; (4) TAKE ANY FINAL ACTION ON ANY MATTER THAT, UNDER THE CALIFORNIA NON-PROFIT PUBLIC BENEFIT CORPORATION LAW, ALSO REQUIRES APPROVAL OF THE MEMBERS ORT APPROVAL OF A MAJORITY OF ALL MEMBERS; (5) FILL VACANCIES ON THE BOARD OR ON ANY COMMITTEE THAT HAS THE AUTHORITY OF THE BOARD; (6) AMEND OR REPEAL ANY RESOLUTION OF THE BOARD THAT BY ITS EXPRESS TERMS IS NOT SO AMENDABLE OR REPEATABLE; (7) CREATE ANY OTHER COMMITTEES OF THE BOARD OR APPOINT THE MEMBERS OF COMMITTEES OF THE BOARD; (8) EXPEND CORPORATE FUNDS TO SUPPORT A NOMINEE FOR TRUSTEE AFTER MORE PEOPLE HAVE BEEN NOMINATED FOR TRUSTEE THAN CAN BE ELECTED; OR (9) APPROVE ANY CONTRACT OR TRANSACTION TO WHICH THE CORPORATION IS A PARTY AND IN WHICH ONE OR MORE OF ITS TRUSTEES HAS A MATERIAL FINANCIAL INTEREST, EXCEPT AS SPECIAL APPROVAL IS PROVIDED FOR IN SECTION 5233 (D) (3) OF THE CALIFORNIA CORPORATIONS CODE. FORM 990, PART VI, SECTION A, LINE 6 THE SCHOOL HAS ONE CLASS OF MEMBERS WHICH CONSTITUTES THE GOVERNING BODY. MEMBERS SHALL HAVE THE RIGHT TO VOTE, AS STATED IN THE BYLAWS, ON THE ELECTION OF TRUSTEES, ON THE DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE CORPORATION'S ASSETS, ON ANY MERGER AND ITS PRINCIPAL TERMS AND ANY AMENDMENT OF THOSE TERMS, AND ON ANY ELECTION TO DISSOVE THE CORPORATION. IN ADDITION, MEMBERS SHALL HAVE ALL RIGHTS TO DISSOLVE THE CORPORATION. IN ADDITION, MEMBERS SHALL HAVE ALL RIGHTS AFFORDED MEMBERS UNDER THE CALIFORNIA NON-PROFIT PUBLIC BENEFIT CORPORATION LAW. FORM 990, PART VI, SECTION A, LINE 7A SEE EXPLANATION ABOVE FORM 990, PART VI, SECTION B, LINE 11B FORM 990 WITH SCHEDULE B IS REVIEWED BY THE DFO, HEAD, AUDIT COMMITTEE, AND THE TREASURER PRIOR TO BEING FILED WITH THE IRS. FORM 990 WITHOUT SCHEDULE B IS REVIEWED BY THE REMAINING BOARD MEMBERS PRIOR TO BEING FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE SCHOOL REQUIRES ITS BOARD MEMBERS, OFFICERS, AND MEMBERS OF ADMINISTRATION OF THE SCHOOL TO NOTIFY THE SCHOOL IF THE INDIVIDUAL OCCUPIES ANY POSITION WITH ANOTHER ORGANIZATION OR ENGAGES IN ANY TRANSACTION OR RELATIONSHIPS THAT WOULD CREATE A CONFLICT OF INTEREST WITH THE INDIVIDUAL'S FIDUCIARY DUTY TO THE SCHOOL. THE MANAGEMENT REPORTS TO THE BOARD ON ALL TRANSACTIONS WHICH FALL WITHIN THIS POLICY. AS A REMINDER OF THE POLICY, EACH YEAR BOARD MEMBERS AND OFFICERS ARE ASKED TO SIGN AND COMPLETE A CONFLICT OF INTEREST REPRESENTATION TO DISCLOSE ANY SUCH CONFLICTS. WHERE A POSSIBLE CONFLICT OF INTEREST EXISTS RELATIVE TO ANY MATTER PRESENTED FOR CONSIDERATION, SUCH TRUSTEE OR DIRECTOR, AS THE CASE MAY BE, WHO IS SO AFFECTED SHALL DECLARE A POSSIBLE CONFLICT OF INTEREST TO ALL PRESENT AND SHALL REFRAIN FROM VOTING ON SUCH MATTERS, WHICH SHALL BE RECORDED IN THE MINUTES OF THE MEETING IN QUESTION. EMPLOYEES ARE REQUIRED TO ENSURE THAT THEIR ACTIVITIES, COMMITTMENTS, AND OWNERSHIP INTERESTS OUTSIDE THE SCHOOL DO NOT CREATE ANY ACTUAL OR PERCEIVED CONFLICT OF INTEREST. EMPLOYEES ARE REQUIRED TO CONSULT WITH THE HEAD OF SCHOOL SHOULD AN OUTSIDE COMMITTMENT PRESENT A POTENTIAL CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION ANALYSIS AND EVALUATION OF THE HEAD IS PERFORMED ANNUALLY. THE CONTRACT IS A MULTI-YEAR CONTRACT THAT WAS LAST CREATED AND EXECUTED IN JULY 2021. THE ANNUAL EVALUATION AND COMPENSATION ANALYSIS FOR THE DFO IS ALSO PERFORMED ANNUALLY. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 18 FORMS 990 IS AVAILABLE UPON REQUEST AT THE SCHOOL'S FACILITIES. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE SCHOOL'S FACILITIES. FORM 990, PART XII, LINE 2C THE SCHOOL DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.