Crestview Preparatory School EIN 95-4064778

Crestview Preparatory School FY2021 filing

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Educates students from kindergarten through sixth grade in a coeducational setting. For fiscal year 2021 it reported $5.5M in revenue, $4.8M in expenses, and $3.3M in net assets.Pt I

Founded
1986
Type
Public charity (501(c)(3)) · Education
Location
La Canada Flintridge, CA
Website
www.crestviewprep.org
Filings
5 on file (2020–2021)
Revenue
$5.5MFY2021
Expenses
$4.8M
Net assets
$3.3M
People
19
Filings
5
Updates
0
More identity details & actions ⌄
EIN  95-4064778 Public charity (501(c)(3)) La Canada Flintridge, CA Founded 1986
Form 990 (PDF)
You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →
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Figures match the IRS filing checked 8/17/26 · see original: IRS
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Size
$1–10M
What they do
Educates students from kindergarten through sixth grade in a coeducational setting.
Leadership
Baudelia Taylor · Head of School, President · $188K
Money in and out
$5.5M revenue, $4.8M expenses
Bottom line
80% program efficiency
Where the money goes · FY2021
Total revenue
$5.5M
Pt VIII · Ln 12
Total expenses
$4.8M
Pt IX · Ln 25
Net assets
$3.3M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $736K
Where spending went · Part IX cols B–D
Program services $0.80 Management & general $0.16 Fundraising $0.04
Program efficiency
80%
of spending reaches programs
Operating runway
8.8mo
months of highly liquid reserves at operating expense rate
Surplus margin
+13%
revenue over expenses, this year

Summary of the Filing

Part I · fiscal year 2021 · Form 990
Revenue
$5.5M
FY2021▲ +11%
Expenses
$4.8M
FY2021▲ +6%
Total assets
$7.1M
FY2021▲ +64%
Total liabilities
$3.8M
FY2021▲ +116%
Total revenue
$5.5M
Pt VIII · Ln 12
Total expenses
$4.8M
Pt IX · Ln 25
Net assets
$3.3M
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$736K
Total assetsPt X · Ln 16$7.1M
Program-expense ratioPt IX · col B80%
Voting members of governing bodyPt I · Ln 318
Independent voting membersPt I · Ln 417
Mission & Programs · Part III

Where the work happens

1 program service account for $3.8M of program spending, described in the organization's own filed words · FY2020.
01

The school provided an enhanced academic program to 190 students in kindergarten through 6TH grade. A total of 27 students graduated to matriculate at a variety of challenging college preparatory schools in the greater pasadena and los angeles areas.

$3.8Mprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CCrestview Preparatory School
EINHdr · item D95-4064778
Principal addressHdr · item CLa Canada Flintridge, CA
WebsiteHdr · item Jwww.crestviewprep.org
Year of formationHdr · item L1986
State of legal domicileHdr · item MCA
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFEducation (B24Z)
Ruling yearIRS BMFDec 1986

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a18
Independent voting membersPt VI · Ln 1b17
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aYes
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Head of School, President
$188,321Pt VII · Sec A
Director of Finance and Op
$68,277Pt VII · Sec A
Finance Chair/Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Baudelia Taylor’s $276K as Head of School, President is at the 93rd percentile of top reported officer pay among 3393 $1–10M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2024FY2023FY2022FY2021FY2020
Baudelia Taylor$276,154$254,231$232,231$228,808$188,321$174,882
Thomas Declerk$136,681$132,134$105,592
Michele Poteet$122,486$106,667
Cynthia Rigney$119,429
Katie Luna$117,935$74,000
Sheloham Payne$101,293
Thomas Wheatley End Sept 2022$96,463
Suzette Major$68,277

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Statement of Revenue

Part VIII
Program service revenue$4.5M · 81%
Contributions & grants$1000K · 18%
Other revenue$46K · 1%
Program service revenue81%$4.5M
Contributions & grants18%$1000K
Other revenue1%$46K
Investment income$2K
— government grantsLn 1e$494K
Total revenueLn 12$5.5M

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.80 Management & general $0.16 Fundraising $0.04
Program services80%$3.8M
Management & general16%$785K
Fundraising4%$179K
Total functional expensesLn 25$4.8M

Balance Sheet

Part X · end of year
CashLn 1$3.5M
Total assetsLn 16$7.1M
Total liabilitiesLn 26$3.8M
Total net assetsLn 32$3.3M
Months of cash on handcomputed8.8

Financial Metrics

Form 990 · FY2021 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $3.5M · Operating expenses/yr $4.8M
8.8 months
Where the money goes
Program services
Program services $3.8M · Total expenses $4.8M
80%
Management & General
Management & general $785K · Total expenses $4.8M
16%
Fundraising
Fundraising $179K · Total expenses $4.8M
4%
Cost to raise $1
Fundraising expense (2-yr avg) $173K · Solicited contributions (2-yr avg) $460K
$0.38 to raise $1 (2-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $1000K · Total revenue $5.5M
18%
Government reliance
Government grants $494K · Total revenue $5.5M
9%
Earned-income share
Program service revenue $4.5M · Total revenue $5.5M
81%
Investment reliance
Investment income $2K · Total revenue $5.5M
+0.03%
Program self-sufficiency
Program service revenue $4.5M · Total expenses $4.8M
93%
Growth & trend
Revenue growth (YoY)
This year $5.5M · Prior year $5.0M
+11%
Net-asset trend (YoY)
End of year $3.3M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $5.5M · Expenses $4.8M
+13%
Liabilities-to-Assets
Total liabilities — · Total assets $7.1M
Net-asset ratio
Net assets $3.3M · Total assets $7.1M
46%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $7.1M
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Baudelia Taylor · Reported title HEAD OF SCHOOL, PRESIDENT · Highest reported compensation $188K · Total expenses $4.8M
4%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $2.9M · Total expenses $4.8M
62%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 80%
Overhead ratio 16%
Fundraising cost ratio 18%
Revenue growth 11%
Accounting fee ratio 0.5%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · received and paid
Grants received · FY2024
See all 4 funders →
Grants paid · 6 grants · $4.6M · 2019–2024
Unitemized GrantFY2024$1,013,605
Unitemized GrantFY2023$880,810
Unitemized GrantFY2022$769,740
Unitemized GrantFY2021$751,686
Unitemized GrantFY2020$607,625
Unitemized GrantFY2019$609,725

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024$7.1M revenue · ⤓ 990 PDF
FY2023$6.1M revenue · ⤓ 990 PDF
FY2022$5.5M revenue · ⤓ 990 PDF
FY2021$5.5M revenue · viewing · ⤓ 990 PDF
FY2020$5.0M revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2021IRS
Classification, formation year, addressIRS Business Master File
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