2026-05-06T15:34:40-05:00 2025-06-30 831356013 CATALYST FAMILY OFFICE LLC PO BOX 2708 MENLO PARK CA 94026 990 2024-07-01 260727819 THE CREEKSIDE SCHOOL CREE 4089338910 PO BOX 2708 DEPT 824 MENLO PARK CA 94026 ELENA M BERK DIRECTOR 6502105300 2026-05-06 1 0 PAULA LO P00184636 6502105300 2024 2025-03-06 01:10:19Z 20877842 0 X WWW.CREEKSIDESCHOOL.ORG X 2007 CA THE PRIMARY EXEMPT PURPOSE OF THE CORPORATION OF FORMAL INSTRUCTION FOR AUTISTIC STUDENTS. 4 0 71 0 163659 0 3414840 7001212 3272099 3711551 0 5044666 39200 1420 6726139 15758849 0 0 0 0 3559666 4276885 0 0 0 2238150 2162659 5797816 6439544 928323 9319305 20855121 19411926 17665500 6903000 3189621 12508926 ATTACHMENT 1 0 0 6240717 15758849 ATTACHMENT 2 6240717 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 71 1 0 0 0 0 0 0 0 0 0 0 X 4 0 1 0 0 0 1 0 0 1 0 0 0 1 1 1 1 1 1 0 1 0 CA X CATALYST FAMILY OFFICE LLC 6502105300 625 ELLIS STREET SUITE 200 MOUNTAIN VIEW CA 94043 DAVID C DRUMMOND PRESIDENT 0.00 X 0 0 0 ELENA M BERK BOARD MEMBER 1.00 X 0 0 0 ISSAC J VAUGHN BOARD MEMBER 0.00 X 0 0 0 MEGAN TOLWAY BOARD MEMBER 0.00 X 0 0 0 KATHERINE SHEPARD PRINCIPAL 40.00 X 157915 0 0 ELENA JOLLY EXECUTIVE DIRECTOR 40.00 X 173250 0 0 JENNIFER COLLAZO TEACHER 40.00 X 121634 0 0 AREIL N ROULLO ADULT SERVICES SPECIALIST 1.00 X 115813 0 0 ANNE TONG PROGRAM SPECIALIST 1.00 X 115785 0 0 684397 0 0 5 1 1 0 0 7001212 7001212 TUITION 3711551 3711551 3711551 163659 163659 10000000 5118993 4881007 4881007 4881007 LATE FEES 1420 1420 1420 15758849 8593978 163659 0 X 331165 331165 3076292 3076292 81859 81859 504484 504484 283085 283085 22068 22068 176759 176759 348 348 17675 17675 39963 39963 5829 5829 82814 82814 35748 35748 MORTGAGE INTEREST 758703 758703 PROGRAM EVENTS 433411 433411 REPAIRS & MAINTENANCE 122596 122596 START-UP / SETUP COSTS 73318 73318 393427 393427 6439544 6240717 198827 0 685218 3687563 46888 263684 15877915 417236 20123015 15460679 20855121 19411926 4150500 0 13515000 6903000 17665500 6903000 X 0 0 0 0 3189621 12508926 3189621 12508926 20855121 19411926 9319305 0 X 1 X 0 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13111785 13111785 2497493 270441 2227052 8075 179 7896 193971 86541 107430 66591 60075 6516 15460679 1 1 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 SEE SUPPLEMENTAL PAGE SCHEDULE E QUESTION 3 THE CREEKSIDE SCHOOL DISPLAYS A NOTICE OF ITS RACIALLY NONDISCRIMINATORY POLICY ON ITS PRIMARY PUBLICLY ACCESSIBLE INTERNET WEBPAGE AT ALL TIMES DURING ITS TAX YEAR IN A MANNER REASONABLY EXPECTED TO BE NOTICED BY VISITORS TO THE SCHOOL WEBSITE. HTTPS://WWW.CREEKSIDESCHOOL.ORG/WAIT-LIST-POLICY X X X 0 0 0 0 0 0 0 0 0 ELENA JOLLY EXECUTIVE DIRECTOR 173250 0 0 0 0 0 0 0 0 0 173250 0 0 0 KATHERINE SHEPARD PRINCIPAL 157915 0 0 0 0 0 0 0 0 0 157915 0 0 0 DAVID C DRUMMOND REVOCABLE TRUST PRESIDENT TO PURCHASE SCHOOL SITE X 2075250 0 0 1 1 THE BERK FAMILY TRUST DIRECTOR TO PURCHASE SCHOOL SITE X 2075250 0 0 1 1 SCHEDULE L, PART II, LOANS TO AND FROM INTERESTED PERSONS: THE OUTSTANDING BALANCES TOTALING $4,150,500, BY DAVID C. DRUMMOND REVOCABLE TRUST AND THE BERK FAMILY TRUST, WERE PAID IN FULL DURING THE CURRENT TAX YEAR. THE REPAYMENT WAS FUNDED DIRECTLY FROM THE SALES PROCEEDS OF THE ORGANIZATION'S PROPERTY LOCATED AT 14076 QUITO ROAD, SARATOGA, CA 95070. FORM 990, PART VI, SECTION A, LINE 2 MR. DAVID DRUMMOND, PRESIDENT, AND MS. ELENA BERK, BOARD MEMBER WERE FORMERLY HUSBAND AND WIFE. FORM 990, PART VI, SECTION A, LINE 6 ALL MEMBERS ARE LISTED ON PART VII. FORM 990, PART VI, SECTION A, LINE 8B THE SCHOOL'S GOVERNING BODY CONSISTED OF BOARD OF DIRECTORS WHO HAVE THE RIGHT TO PARTICIPATE IN THE SCHOOL'S GOVERNANCE. ALL BOARD OF DIRECTORS HAVE THE SAME VOTING RIGHTS. THE FULL BOARD OF DIRECTORS MUST VOTE ON THE REMOVAL OF DIRECTORS OR THE HIRING OR FORING OF KEY THE CREEKSIDE SCHOOL 26-0727819 EMPLOYERS OR DISSOLUTION OF THE SCHOOL THE FULL BOARD APPROVES SIGNIFICANT DECISIONS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PERPARED BY THE SCHOOL'S ACCOUNTANT AND REVIEWED BY THE PRESIDENT. AT THIS TIME, THE FORM 990 WAS REVIEWED IN DETAIL AND APPROVED FOR SUBMISSION TO THE INTERNAL REVENUE SERVICE. PRIOR TO THE FINAL FORM BEING SUBMITTED TO THE INTERNAL REVENUE SERVICE, A COPY WAS PROVIDED TO ALL THE MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C THE CREEKSIDE SCHOOL MAINTAINS A WRITTEN CONFLICT OF INTEREST POLICY THAT IS INCLUDED IN THE SCHOOL'S POLICIES AND PROCEDURES MANUAL WHICH IS UPDATED AND DISSMINATED TO ALL EMPLOYEES AND BOARD OF DIRECTORS ANNUALLY. AT THE START OF EACH FISCAL YEAR, THE PRESIDENT OF THE SCHOOL REQUIRES THAT EACH SCHOOL ADMINISTRATORS AND BOARD OF DIRECTORS COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM. ANY CONFLICTS IDENTIFIED BY THE CONFLICT IF INTEREST DISCLOSURE FROM ARE SUMMARIZED IN A REPORT TO THE PRESIDENT OF THE BOARD OF DIRECTORS AND THE CHAIR OF THE BOARD OF DIRECTOR & GOVERNANCE COMMITTEE, THE BOARD OF DIRECTORS ARE NOTIFIED OF ANY CONFLICTS AND ACTION, IF NECESSARY, IS TAKEN BY THE BOARD OF DIRECTORS. AT THE CONCLUSION OF THE FISCAL YEAR, PRIOR TO THE SUBMISSION OF THE FORM 990, A GOVERNING BODY MEMBER ANNUAL QUESTIONNAIRE IS PROVIDED TO EACH BOARD OF DIRECTORS, OFFICER AND/OR KEY EMPLOYEE. THIS QUESTIONNAIRE REQUIRES THE DISCLOSURE OF ANY CONFLICTS OF INTEREST THAT MAY HAVE EXISTED DURING THE PRIOR FISCAL YEAR. FORM 990, PART VI, SECTION B, LINE 15B THE BOARD OF DIRECTORS IS RESPONSIBLE FOR ADMINISTRATING THE COMPENSATION OF KEY EMPLOYEES. THE BOARD OF DIRECTORS MEETS APPROXIMATELY FOUR TIMES A YEAR TO: 1. SET GOALS FOR KEY EMPLOYEES 2. DETERMINE WHAT, IF ANY, RESOURCES ARE NECESSARY TO SET APPROPRIATE COMPENSATION IN THAT YEAR 3. HIRE ANY OUTSIDE CONSULTANTS 4. REVIEW AND SET COMPENSATION BY A REVIEW OF COMPARABLE OUTSIDE DATA INCLUDING 990 AND PEER SCHOOL INFORMATION 5. REVIEW KEY EMPLOYEES' PERFORMANCE 6. AMEND, IF NECESSARY, THE KEY EMPLOYEES' EMPLOYMENT CONTRACT 7. SET COMPENSATION FOR KEY EMPLOYEES 8. REVIEW AND APPROVE THE MINUTES OF THE MEETINGS. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL'S GOVERNING BODY CONSISTED OF BOARD OF DIRECTORS WHO HAVE THE RIGHT TO PARTICIPATE IN THE SCHOOL'S GOVERNANCE. ALL BOARD OF DIRECTORS HAVE THE SAME VOTING RIGHTS. THE FULL BOARD OF DIRECTORS MUST VOTE ON THE REMOVAL OF DIRECTORS OR THE HIRING OR FORING OF KEY EMPLOYERS OR DISSOLUTION OF THE SCHOOL THE FULL BOARD APPROVES SIGNIFICANT DECISIONS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION C, LINE 19 THE CREEKSIDE SCHOOL MAKES AVAILABLE TO THE PUBLIC UPON REQUEST THE FOLLOWING GOVERNING DOCUMENTS: - INTERNAL REVENUE SERVICE TAX DETERMINATION LETTER - BY LAWS - FILED FORM 990 FOR THE TWO MOST RECENT FISCAL YEARS FORM 990, PART IX, LINE 24E HUMAN RESOURCE FEES: PROGRAM SERVICE EXPENSES 53,658. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 53,658. MEALS AND ENTERTAINMENT: PROGRAM SERVICE EXPENSES 53,628. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 53,628. PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 52,961. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 52,961. UTILTITES: PROGRAM SERVICE EXPENSES 37,812. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 37,812. SCHOOL SUPPLIES: PROGRAM SERVICE EXPENSES 35,876. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 35,876. PAYROLL PROCESSING: PROGRAM SERVICE EXPENSES 29,216. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 29,216. PROFESSIONAL DEVELOPMENT: PROGRAM SERVICE EXPENSES 18,192. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,192. AUTO: PROGRAM SERVICE EXPENSES 13,657. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,657. STAFF APPRECIATION EVENT: PROGRAM SERVICE EXPENSES 10,873. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,873. STAFF EDUCATION: PROGRAM SERVICE EXPENSES 10,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,000. SECURITY: PROGRAM SERVICE EXPENSES 8,820. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,820. FUNDRAISING: PROGRAM SERVICE EXPENSES 8,568. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,568. WASTE & RECYCLING: PROGRAM SERVICE EXPENSES 8,472. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,472. DUES & SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 7,818. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,818. TAXES AND LICENSES: PROGRAM SERVICE EXPENSES 7,161. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,161. SOFTWARE LICENSES: PROGRAM SERVICE EXPENSES 6,754. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,754. CURRICULUM EXPENSES: PROGRAM SERVICE EXPENSES 6,223. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,223. PROPERTY TAX: PROGRAM SERVICE EXPENSES 4,956. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,956. PRINTING: PROGRAM SERVICE EXPENSES 4,597. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,597. TELEPHONE EXPENSE: PROGRAM SERVICE EXPENSES 4,510. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,510. INTERNET & TV EXPENSES: PROGRAM SERVICE EXPENSES 3,659. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,659. OUTSIDE CONSULTANTS: PROGRAM SERVICE EXPENSES 1,960. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,960. MISCELLANEOUS EXPENSE: PROGRAM SERVICE EXPENSES 1,275. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,275. PARKING/MILEAGE: PROGRAM SERVICE EXPENSES 1,073. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,073. BANK FEES: PROGRAM SERVICE EXPENSES 783. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 783. OTHER EXPENSES: PROGRAM SERVICE EXPENSES 420. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 420. TRANSPORTATION: PROGRAM SERVICE EXPENSES 265. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 265. POSTAGE / FREIGHT: PROGRAM SERVICE EXPENSES 240. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 240.