SAN FRANCISCO UNIVERSITY HIGH SCHOOL: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SAN FRANCISCO UNIVERSITY HIGH SCHOOL (EIN 23-7313754)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-04-30
- IRS object ID
- 202421219349300527
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-30T08:38:53-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941254756 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOOD & STRONG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 SO MARKET ST STE 200 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95113 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237313754 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAN FRANCISCO UNIVERSITY HIGH SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SANF | BusinessNameControlTxt |
| Phone | 4154473100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3065 JACKSON STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94115 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROB KINNARD | PersonNm |
| Person Title | CFOO | PersonTitleTxt |
| Phone | 4154473100 | PhoneNum |
| Signature | 2024-04-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROB | PersonFirstNm |
| Person Last | KINNARD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MAGA E KISRIEV | PreparerPersonNm |
| PTIN | P01008919 | PTIN |
| Phone | 4089988400 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MATT LEVINSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3065 JACKSON STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $46,027,277 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SFUHS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1973 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | SAN FRANCISCO UNIVERSITY HIGH SCHOOL WELCOMES STUDENTS (CONTINUED ON SCHEDULE O) | ActivityOrMissionDesc |
| Voting Members Governing Body | 29 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 28 | VotingMembersIndependentCnt |
| Total Employee | 229 | TotalEmployeeCnt |
| Total Volunteers | 520 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $14,755,409 | PYContributionsGrantsAmt |
| CY Contributions Grants | $15,099,147 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $23,914,920 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $25,767,403 | CYProgramServiceRevenueAmt |
| PY Investment Income | $889,485 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,127,489 | CYInvestmentIncomeAmt |
| PY Other Revenue | $287,518 | PYOtherRevenueAmt |
| CY Other Revenue | $764,311 | CYOtherRevenueAmt |
| PY Total Revenue | $39,847,332 | PYTotalRevenueAmt |
| CY Total Revenue | $42,758,350 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,718,667 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,803,278 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $17,119,351 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $17,915,575 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,794,756 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,722,541 | PYOtherExpensesAmt |
| CY Other Expenses | $12,064,815 | CYOtherExpensesAmt |
| PY Total Expenses | $27,560,559 | PYTotalExpensesAmt |
| CY Total Expenses | $33,783,668 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $12,286,773 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $8,974,682 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $117,059,247 | TotalAssetsBOYAmt |
| Total Assets EOY | $138,922,002 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $37,224,191 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $46,423,138 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $79,835,056 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $92,498,864 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SAN FRANCISCO UNIVERSITY HIGH SCHOOL IS AN INDEPENDENT SECONDARY SCHOOL SERVING APPROXIMATELY 447 STUDENTS ANNUALLY. THE SCHOOL OFFERS A RIGOROUS COLLEGE PREPARATORY CURRICULUM TO A DIVERSE CO-ED STUDENT BODY (CONTINUED ON SCHEDULE O). | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $24,303,969 | ExpenseAmt |
| Grant | $3,803,278 | GrantAmt |
| Revenue | $25,767,403 | RevenueAmt |
| Desc | SAN FRANCISCO UNIVERSITY HIGH SCHOOL IS A FULLY INDEPENDENT ORGANIZATION FORMED FOR THE PURPOSE OF PROVIDING A RIGOROUS COLLEGE PREPARATORY HIGH SCHOOL EDUCATION TO AN ETHNICALLY, CULTURALLY, AND ECONOMICALLY DIVERSE STUDENT BODY. ALL THE ACTIVITIES AT THE SCHOOL SUPPORT ITS SOLE EDUCATIONAL MISSION. THE HIGH SCHOOL PROGRAM SERVES APPROXIMATELY 447 STUDENTS ANNUALLY. THE SCHOOL OFFERS A BROAD, DEEP AND RICH CURRICULUM IN ENGLISH, HISTORY, LANGUAGES, MATH, SCIENCE AND THE ARTS; INCLUDING NEARLY 30 ADVANCED PLACEMENTS AND/OR HONORS LEVEL COURSES. THE PERFORMING ARTS CURRICULUM INCLUDES VOCAL, INSTRUMENTAL AND THEATRICAL COURSES. (CONTINUED ON SCHEDULE O)THE STUDIO ARTS CURRICULUM INCLUDES COURSES IN DRAWING, PAINTING, PHOTOGRAPHY AND CERAMICS. THE SCHOOL ALSO SPONSORS A WIDE RANGE OF INTERSCHOLASTIC ATHLETIC TEAMS FOR GIRLS AND BOYS IN SIXTEEN SPORTS. ALL STUDENTS ALSO PARTICIPATE IN A COMMUNITY SERVICE-LEARNING PROGRAM THAT SPANS ALL FOUR YEARS OF THE HIGH SCHOOL EXPERIENCE. APPROXIMATELY 105 STUDENTS GRADUATE EACH YEAR WITH 100% GOING ON TO HIGHER EDUCATION. EMBEDDED WITHIN THE SCHOOL'S EDUCATION MISSION AND PROGRAM IS SUMMERBRIDGE SAN FRANCISCO, A TUITION FREE ACADEMIC ENRICHMENT AND ADVOCACY PROGRAM SERVING APPROXIMATELY 100 MOTIVATED BUT UNDERSERVED MIDDLE SCHOOL STUDENTS FROM INNER-CITY PUBLIC AND PAROCHIAL SCHOOLS. THE PROGRAM ALSO INCLUDES TRAINING FOR 18 TEACHING FELLOWS WHO ARE CURRENTLY COLLEGE STUDENTS. THE PROGRAM INCLUDES A SIX WEEKLONG SUMMER ACADEMIC PROGRAM, AND TUTORING, ACADEMIC SUPPORT, AND ENRICHMENT PROGRAMS DURING THE REGULAR SCHOOL YEAR. DURING THE SUMMER, STUDENTS TAKE CLASSES IN MATH, WRITING, SOCIAL STUDIES, LANGUAGES, SCIENCE, PUBLIC SPEAKING, HEALTH, AND ENVIRONMENTAL EDUCATION, AS WELL AS ELECTIVES IN ARTS AND ATHLETICS. THE SCHOOL YEAR PROGRAM FEATURES ENRICHMENT COURSES IN MATH AND ENGLISH, AFTER SCHOOL TUTORING, HIGH SCHOOL COUNSELING AND SECONDARY SCHOOL ADMISSION TEST (SSAT) PREPARATION. APPROXIMATELY 95% OF SUMMERBRIDGE STUDENTS SUBSEQUENTLY ENROLL IN ACADEMICALLY RIGOROUS COLLEGE PREPARATORY HIGH SCHOOLS (UNIVERSITY HIGH SCHOOL AND OTHERS) AND ABOUT 90% GO ON TO FOUR-YEAR COLLEGES. | Desc |
| Total Program Service Expenses | $24,303,969 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 101 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 229 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 29 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 28 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROB KINNARD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4154473100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3065 JACKSON STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94115 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (39 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| LAURA SPIVY | ||||||||
| CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DENNIS HERRERA | ||||||||
| VICE CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| RAJ PATEL | ||||||||
| TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| HOLLY HAGENS | ||||||||
| VICE CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| WILL BARTLETT | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| LILY BEISCHER | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| MALLAR BHATTACHARYA | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| KENDALL BLACK | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| LEONARD CHUNG | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| LISA CONGDON | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL COOPER | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| SHELIA CUTHBERT | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| ROCKY FRIED | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| KAREN HALL | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| SEAN HAMER | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| TOMAS A MAGANA | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| SHERIEF MELEIS | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDY NAKAHATA | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| GABRIELA PARCELLA | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| TANGUY SERRA | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| CLAYTON TIMBRELL | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL WYTHES | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| CANDANCE YU | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| RAJ ATLURU | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| BRENDA MIRA | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH MOONEY | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| ALEC PERKINS | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| NEHAL RAJ | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN CHEUNG | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL NOVAK | ||||||||
| CFO/CFOO | 50.00 | Yes (X) | $294,891 | $0 | $65,662 | |||
| MATTHEW LEVINSON | ||||||||
| HEAD OF SCHOOL | 50.00 | Yes (X) | $275,000 | $0 | $133,126 | |||
| JULIA EELLS | ||||||||
| HEAD OF SCHOOL (THRU 7/1/2022) | 50.00 | Yes (X) | $218,949 | $0 | $225,626 | |||
| SHARON YOUNG | ||||||||
| EXECUTIVE ASSISTANT/SECRETARY | 50.00 | Yes (X) | $108,229 | $0 | $22,456 | |||
| NASIF ISKANDER | ||||||||
| ASST. HOS & DEAN OF FACULTY | 50.00 | $261,143 | $0 | $46,263 | Yes (X) | |||
| SHAUNDRA BASON | ||||||||
| DIRECTOR OF STRAT. PHILANTHROPY | 50.00 | $247,566 | $0 | $32,948 | Yes (X) | |||
| NATHAN LUNDY | ||||||||
| DIR. OF ENROLLMENT MGMT & STRAT. | 50.00 | $178,132 | $0 | $30,950 | Yes (X) | |||
| BYRON PHILHOUR | ||||||||
| DEAN OF TEACHING AND LEARNING | 50.00 | $177,123 | $0 | $33,294 | Yes (X) | |||
| KATHERINE GARRETT | ||||||||
| DIRECTOR OF COLLEGE COUNSELING | 50.00 | $167,274 | $0 | $27,387 | Yes (X) | |||
| JESSE BERRETT | ||||||||
| FACULTY | 50.00 | $160,620 | $0 | $26,757 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,088,927 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $644,469 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 56 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| LEDDY MAYTUM STACY ARCHITECTS | |||||
| 1940 BRYANT STREET | SAN FRANCISCO | CA | 94110 | ARCHITECTS SERVICES | $1,477,928 |
| COFFER GROUP LLC | |||||
| 268 BUSH STREET 4324 | SAN FRANCISCO | CA | 94104 | IT SERVICES | $314,071 |
| EQUITY COMMUNITY BUILDERS LLC | |||||
| PO BOX 29585 | SAN FRANCISCO | CA | 94129 | GENERAL CONTRACTOR | $286,489 |
| FOLGER LEVIN LLP | |||||
| 33 NEW MONTGOMERY STREET 19TH FLOO | SAN FRANCISCO | CA | 94105 | LEGAL SERVICES | $237,066 |
| JESSICA LASKY CATERING | |||||
| 5761 THORNHILL DRIVE | OAKLAND | CA | 94611 | FOOD SERVICES | $159,889 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $126,200 | FundraisingAmt |
| All Other Contributions | $14,972,947 | AllOtherContributionsAmt |
| Noncash Contributions | $668,132 | NoncashContributionsAmt |
| Total Contributions | $15,099,147 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION/FEES/FORFEIT. | 611710 | $25,629,800 | $25,629,800 |
| OTHER PROGRAM SERVICES | 611710 | $79,758 | $79,758 |
| MEMBERSHIP DUES | 611710 | $33,675 | $33,675 |
| MARIN BUS | 611710 | $15,622 | $15,622 |
| LECTURE/STUDENT EVENTS | 611710 | $8,548 | $8,548 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $25,767,403 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,366,727 | TotalRevenueColumnAmt |
| Exclusion | $1,366,727 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $668,119 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $385,643 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $282,476 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $282,476 | TotalRevenueColumnAmt |
| Exclusion | $282,476 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,177,494 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,416,732 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$239,238 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$239,238 | TotalRevenueColumnAmt |
| Exclusion | -$239,238 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $948,387 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $126,200 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $466,552 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $481,835 | TotalRevenueColumnAmt |
| Exclusion | $481,835 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $42,758,350 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $25,767,403 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,891,800 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,803,278 | TotalAmt |
| Program Services | $3,803,278 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,409,943 | TotalAmt |
| Program Services | $1,039,202 | ProgramServicesAmt |
| Management And General | $370,741 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,867,230 | TotalAmt |
| Program Services | $10,141,174 | ProgramServicesAmt |
| Management And General | $1,866,838 | ManagementAndGeneralAmt |
| Fundraising | $859,218 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,028,298 | TotalAmt |
| Program Services | $787,402 | ProgramServicesAmt |
| Management And General | $173,742 | ManagementAndGeneralAmt |
| Fundraising | $67,154 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,662,757 | TotalAmt |
| Program Services | $1,276,590 | ProgramServicesAmt |
| Management And General | $277,963 | ManagementAndGeneralAmt |
| Fundraising | $108,204 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $947,347 | TotalAmt |
| Program Services | $725,414 | ProgramServicesAmt |
| Management And General | $160,065 | ManagementAndGeneralAmt |
| Fundraising | $61,868 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $254,142 | TotalAmt |
| Management And General | $254,142 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,105 | TotalAmt |
| Management And General | $90,105 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,183 | TotalAmt |
| Program Services | $51,986 | ProgramServicesAmt |
| Management And General | $10,197 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,264,967 | TotalAmt |
| Program Services | $285,194 | ProgramServicesAmt |
| Management And General | $854,959 | ManagementAndGeneralAmt |
| Fundraising | $124,814 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $551,237 | TotalAmt |
| Program Services | $220,693 | ProgramServicesAmt |
| Management And General | $88,885 | ManagementAndGeneralAmt |
| Fundraising | $241,659 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,018,292 | TotalAmt |
| Program Services | $992,165 | ProgramServicesAmt |
| Management And General | $7,546 | ManagementAndGeneralAmt |
| Fundraising | $18,581 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $922,111 | TotalAmt |
| Program Services | $723,245 | ProgramServicesAmt |
| Management And General | $187,166 | ManagementAndGeneralAmt |
| Fundraising | $11,700 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $290,647 | TotalAmt |
| Program Services | $246,468 | ProgramServicesAmt |
| Management And General | $36,793 | ManagementAndGeneralAmt |
| Fundraising | $7,386 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $184,948 | TotalAmt |
| Program Services | $143,756 | ProgramServicesAmt |
| Management And General | $29,967 | ManagementAndGeneralAmt |
| Fundraising | $11,225 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $372,062 | TotalAmt |
| Program Services | $311,050 | ProgramServicesAmt |
| Management And General | $56,306 | ManagementAndGeneralAmt |
| Fundraising | $4,706 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,137,009 | TotalAmt |
| Program Services | $1,786,575 | ProgramServicesAmt |
| Management And General | $323,405 | ManagementAndGeneralAmt |
| Fundraising | $27,029 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $256,537 | TotalAmt |
| Program Services | $214,469 | ProgramServicesAmt |
| Management And General | $38,823 | ManagementAndGeneralAmt |
| Fundraising | $3,245 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROFESSIONAL DEVELOP. | $574,462 | $284,239 | $45,986 | $244,237 |
| STUDENT ACTIVITIES | $507,510 | $487,812 | $16,300 | $3,398 |
| MEMBERSHIP DUES | $227,932 | $174,749 | $52,851 | $332 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,350,671 | TotalAmt |
| Program Services | $608,508 | ProgramServicesAmt |
| Management And General | $2,742,163 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,783,668 | TotalAmt |
| Program Services | $24,303,969 | ProgramServicesAmt |
| Management And General | $7,684,943 | ManagementAndGeneralAmt |
| Fundraising | $1,794,756 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,002,665 | BOYAmt |
| EOY | $245,819 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,521,927 | BOYAmt |
| EOY | $30,213,277 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,965,772 | BOYAmt |
| EOY | $18,430,386 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,117,592 | BOYAmt |
| EOY | $10,484,246 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,283 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $472,885 | BOYAmt |
| EOY | $225,491 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $75,294,288 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $35,027,997 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,589,798 | BOYAmt |
| EOY | $40,266,291 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,096,746 | BOYAmt |
| EOY | $36,400,483 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $289,579 | BOYAmt |
| EOY | $2,656,009 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,059,247 | BOYAmt |
| EOY | $138,922,002 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,618,885 | BOYAmt |
| EOY | $5,896,451 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,793,412 | BOYAmt |
| EOY | $24,472,634 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,811,894 | BOYAmt |
| EOY | $13,731,598 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $2,322,455 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,224,191 | BOYAmt |
| EOY | $46,423,138 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,564,059 | BOYAmt |
| EOY | $23,180,525 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,270,997 | BOYAmt |
| EOY | $69,318,339 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,835,056 | BOYAmt |
| EOY | $92,498,864 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,059,247 | BOYAmt |
| EOY | $138,922,002 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $8,974,682 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,689,126 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $33,136,881 | BeginningYearBalanceAmt |
| Contributions | $140,052 | ContributionsAmt |
| Investment Earnings Or Losses | $4,229,787 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,420,000 | OtherExpendituresAmt |
| End Year Balance | $36,086,720 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $38,143,507 | BeginningYearBalanceAmt |
| Contributions | $1,379,989 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,006,615 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,380,000 | OtherExpendituresAmt |
| End Year Balance | $33,136,881 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,044,149 | BeginningYearBalanceAmt |
| Contributions | $1,584,731 | ContributionsAmt |
| Investment Earnings Or Losses | $8,934,626 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,419,999 | OtherExpendituresAmt |
| End Year Balance | $38,143,507 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,425,451 | BeginningYearBalanceAmt |
| Contributions | $1,148,732 | ContributionsAmt |
| Investment Earnings Or Losses | $19,966 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,550,000 | OtherExpendituresAmt |
| End Year Balance | $29,044,149 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,539,545 | BeginningYearBalanceAmt |
| Contributions | $573,393 | ContributionsAmt |
| Investment Earnings Or Losses | $812,513 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,500,000 | OtherExpendituresAmt |
| End Year Balance | $29,425,451 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.11888 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.69426 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.18686 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,203,866 | OtherCostOrOtherBasisAmt |
| Book Value | $8,203,866 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $43,980,087 | OtherCostOrOtherBasisAmt |
| Depreciation | $29,663,200 | DepreciationAmt |
| Book Value | $14,316,887 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,087,694 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,195,371 | DepreciationAmt |
| Book Value | $7,892,323 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,028,896 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,169,426 | DepreciationAmt |
| Book Value | $859,470 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,993,745 | OtherCostOrOtherBasisAmt |
| Book Value | $8,993,745 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $40,266,291 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE LIABILITY | Desc |
| Amt | $2,322,455 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,322,455 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $43,048,567 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,689,126 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$3,803,278 | OtherRevenueAmt |
| Revenue Not Reported | -$114,152 | RevenueNotReportedAmt |
| Revenue Subtotal | $43,162,719 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $62,183 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$466,552 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$404,369 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $42,758,350 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $30,384,759 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $466,552 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $466,552 | ExpensesNotReportedAmt |
| Expenses Subtotal | $29,918,207 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $62,183 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $3,803,278 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $3,865,461 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $33,783,668 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | 100% OF THE SCHOOL'S ENDOWMENT FUNDS ARE COMMITTED TO THE SUPPORT OF THE OVERALL EDUCATIONAL MISSION OF THE SCHOOL. SOME FUNDS HAVE A SECONDARY RESTRICTION OR PURPOSE DESIGNATION, SUCH AS FINANCIAL AID, FACULTY SUPPORT, THE SUMMERBRIDGE PROGRAM, ETC., BUT ALL SUCH FUNDS ARE IN FURTHERANCE OF THE SCHOOL'S EDUCATION PROGRAMS. |
| PART X, LINE 2: | THE SCHOOL IS A TAX-EXEMPT ORGANIZATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND THE RELEVANT SECTION OF THE CALIFORNIA REVENUE AND TAXATION CODE. MANAGEMENT EVALUATED THE SCHOOL'S TAX POSITIONS AND CONCLUDED THAT THE SCHOOL HAD MAINTAINED ITS TAX-EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRED ADJUSTMENT TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FINANCIAL AID RECLASSIFIED TO EXPENSES -3,803,278. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EVENT EXPENSES RECLASSIFIED TO REVENUE -466,552. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EVENT EXPENSES RECLASSIFIED TO REVENUE 466,552. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID RECLASSIFIED TO EXPENSES 3,803,278. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE SCHOOL PUBLISHES ITS NONDISCRIMINATORY POLICY PROMINENTLY ON THE LANDING PAGE OF THE SCHOOL'S WEBSITE. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | DECORATOR SHOWCASE | Event1Nm |
| Gross Receipts Event1 | $1,074,587 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $126,200 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $948,387 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $126,667 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $83,966 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $255,919 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $1,074,587 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $126,200 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $948,387 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $126,667 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $83,966 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $255,919 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $466,552 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $481,835 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FINANCIAL AID | GrantTypeTxt |
| Recipient | 91 | RecipientCnt |
| Cash Grant | $3,803,278 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ALL FINANCIAL AID GRANTS ARE IN THE FORM OF DISCOUNTS FOR TUITION, BOOKS, AND OTHER FEES ASSOCIATED WITH BEING A STUDENT AT THE SCHOOL. THE SCHOOL MONITORS THE PERFORMANCE OF THE AID RECIPIENTS AND REASSESSES THE FAMILIES' ELIGIBILITY FOR AID ON AN ANNUAL BASIS. THERE ARE NO CASH GRANTS TO STUDENTS, PARENTS, GUARDIANS, OR ANY OUTSIDE ORGANIZATIONS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JULIA EELLS | ||||||||||||||
| HEAD OF SCHOOL (THRU 7/1/2022) | $218,198 | $0 | $0 | $0 | $751 | $0 | $139,400 | $0 | $86,226 | $0 | $444,575 | $0 | $0 | $0 |
| MATTHEW LEVINSON | ||||||||||||||
| HEAD OF SCHOOL | $275,000 | $0 | $0 | $0 | $0 | $0 | $18,800 | $0 | $114,326 | $0 | $408,126 | $0 | $0 | $0 |
| MICHAEL NOVAK | ||||||||||||||
| CFO/CFOO | $293,988 | $0 | $0 | $0 | $903 | $0 | $44,019 | $0 | $21,643 | $0 | $360,553 | $0 | $0 | $0 |
| NASIF ISKANDER | ||||||||||||||
| ASST. HOS & DEAN OF FACULTY | $260,240 | $0 | $0 | $0 | $903 | $0 | $20,819 | $0 | $25,444 | $0 | $307,406 | $0 | $0 | $0 |
| SHAUNDRA BASON | ||||||||||||||
| DIRECTOR OF STRAT. PHILANTHROPY | $246,663 | $0 | $0 | $0 | $903 | $0 | $19,733 | $0 | $13,215 | $0 | $280,514 | $0 | $0 | $0 |
| BYRON PHILHOUR | ||||||||||||||
| DEAN OF TEACHING AND LEARNING | $176,862 | $0 | $0 | $0 | $261 | $0 | $14,205 | $0 | $19,089 | $0 | $210,417 | $0 | $0 | $0 |
| NATHAN LUNDY | ||||||||||||||
| DIR. OF ENROLLMENT MGMT & STRAT. | $177,876 | $0 | $0 | $0 | $256 | $0 | $14,230 | $0 | $16,720 | $0 | $209,082 | $0 | $0 | $0 |
| KATHERINE GARRETT | ||||||||||||||
| DIRECTOR OF COLLEGE COUNSELING | $166,205 | $0 | $0 | $0 | $1,069 | $0 | $13,296 | $0 | $14,091 | $0 | $194,661 | $0 | $0 | $0 |
| JESSE BERRETT | ||||||||||||||
| FACULTY | $160,083 | $0 | $0 | $0 | $537 | $0 | $12,807 | $0 | $13,950 | $0 | $187,377 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | AS A CONDITION OF EMPLOYMENT, THE SCHOOL REQUIRE THE HEAD OF SCHOOL TO LIVE IN CAMPUS HOUSING TO ALLOW RAPID RESPONSES TO EMERGENCIES, FACILITATE ATTENDANCE AT FREQUENT AFTER-HOURS EVENTS AND PROGRAMS, HOST EVENING PARENT RECEPTIONS, FUNDRAISING EVENTS, AND PROFESSIONAL MEETINGS/GATHERINGS, AND OTHERWISE PROVIDE FOR THE CONVENIENT AND EFFICIENT PERFORMANCE OF THE RESPONSIBILITIES OF THE POSITION. JULIA EELLS RECEIVED HOUSING ALLOWANCE FROM 1/1/2022 THROUGH 6/7/2022. MATTHEW LEVINSON RECEIVED HOUSING ALLOWANCE FROM 6/22/2022 THROUGH 12/31/2022. THE BENEFITS WERE NOT TREATED AS TAXABLE COMPENSATION. |
| PART I, LINE 4B | JULIA EELLS, HEAD OF SCHOOL, PARTICIPATED IN A 457(F) NONQUALIFIED DEFERRED COMPENSATION ARRANGEMENT. THE SCHOOL CONTRIBUTED $115,000 TO THE PLAN IN CALENDAR YEAR 2022, WHICH WAS TREATED AS DEFERRED COMPENSATION. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 352273601 | BondIssuerEIN |
| Bond Issued | 2020-05-20 | BondIssuedDt |
| Issue Price | $18,986,000 | IssuePriceAmt |
| Purpose | SERIES A&B: TO REFINANCE OUTSTANDING BOND AND NOTE PAYABLE OBLIGATIONS | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $139,198 | RetiredAmt |
| Total Proceeds | $14,982,093 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $432,078 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $14,550,015 | OtherSpentProceedsAmt |
| Substantial Completion | 2007 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | 0 | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (1) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | 0 | EngageBondCounselContractsInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE K, PART II, LINE 3: | FormAndLineReferenceDesc |
| Explanation | IN MAY 2020, THE SCHOOL ENTERED INTO A LOAN AGREEMENT WITH FIRST REPUBLIC BANK IN ORDER TO REFINANCE OUTSTANDING BOND AND NOTE PAYABLE OBLIGATIONS. THE LOAN AGREEMENT CONTAINS A SERIES A TAX-EXEMPT LOAN IN THE AMOUNT OF $5,600,000 AND A SERIES B TAX-EXEMPT LOAN FOR WHICH THE SCHOOL MAY DRAW UP TO A MAXIMUM AMOUNT OF $13,400,000 THROUGH APRIL 30, 2024. THE TOTAL PROCEEDS WERE NOT IDENTICAL TO THE ISSUE PRICE LISTED IN PART I, COLUMN (E) BECAUSE THE TOTAL AMOUNT OF DRAWS WAS BELOW THE MAXIMUM. | ExplanationTxt |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $57,591 | CashGrantAmt |
| Type Of Assistance | FINANCIAL AID | TypeOfAssistanceTxt |
| Assistance Purpose | TUITION | AssistancePurposeTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 19 | ContributionCnt |
| Noncash Contributions Rpt F990 | $668,132 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THIS NUMBER REPRESENTS THE NUMBER OF CONTRIBUTIONS MADE AND NOT THE NUMBER OF ITEMS CONTRIBUTED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: | OF DEMONSTRATED MOTIVATION AND ABILITY TO ENGAGE IN AN EDUCATION THAT FOSTERS RESPONSIBILITY AND THE SPIRITED PURSUIT OF KNOWLEDGE. WE ARE A SCHOOL WHERE ADULTS BELIEVE IN THE PROMISE OF EVERY STUDENT, AND TOGETHER WE WORK TO BUILD AND SUSTAIN A COMMUNITY OF DIVERSE BACKGROUNDS, PERSPECTIVES, AND TALENTS. UHS CHALLENGES EACH INDIVIDUAL TO LIVE A LIFE OF INTEGRITY, INQUIRY, AND PURPOSE LARGER THAN THE SELF. |
| FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: | APPROXIMATELY 105 STUDENTS MATRICULATE TO A BROAD RANGE OF COLLEGES AND UNIVERSITIES EACH YEAR. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 WAS REVIEWED IN DETAIL BY THE CONTROLLER AND CFOO. A FULL FILING COPY WAS PROVIDED TO THE AUDIT COMMITTEE FOR REVIEW. THE PAID PREPARER PRESENTED THE 990 TO THE AUDIT COMMITTEE IN A LIVE SESSION AND THE COMMITTEE MEMBERS WERE GIVEN AN OPPORTUNITY TO ASK QUESTIONS. THE PUBLIC DISCLOSURE COPY OF THE 990 WAS PROVIDED TO ALL MEMBERS OF THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE SCHOOL'S CONFLICT OF INTEREST POLICY COVERS ALL TRUSTEES, OFFICERS, EMPLOYEES AND VOLUNTEERS. THE POLICY IS DESIGNED TO IDENTIFY AND ADDRESS ALL SITUATIONS IN WHICH A COVERED PERSON HAS A DIRECT OR INDIRECT FINANCIAL INTEREST IN THE OUTCOME OF A TRANSACTION OR ARRANGEMENT WITH THE SCHOOL. COVERED PERSONS ARE EXPECTED TO VOLUNTARILY REPORT POTENTIAL CONFLICTS OF INTEREST TO THE CHAIR OF THE BOARD OR THE EXECUTIVE COMMITTEE OF THE BOARD. OTHER PARTIES MAY ALSO REPORT POTENTIAL CONFLICTS OF INTEREST TO THE BOARD CHAIR OR EXECUTIVE COMMITTEE. THE FULL BOARD OF TRUSTEES IS THE FINAL ARBITER OF WHETHER A CONFLICT OF INTEREST EXISTS. IF THE BOARD DETERMINES THAT A CONFLICT EXISTS, IT SHALL REQUIRE THAT THE PERSON INVOLVED RECUSE THEMSELVES FROM ALL DISCUSSION AND VOTE ON THE TRANSACTION OR ARRANGEMENT INVOLVED. THE BOARD, UPON MAJORITY VOTE, MAY PROCEED WITH THE TRANSACTION OR ARRANGEMENT IF, AFTER ADDITIONAL DUE DILIGENCE, IT IS DETERMINED THAT THE TRANSACTION OR ARRANGEMENT IS IN THE BEST INTERESTS OF THE SCHOOL. ALL TRUSTEES SIGN THE CONFLICT-OF-INTEREST POLICY ANNUALLY. EMPLOYEES ACKNOWLEDGE THIS POLICY AS PART OF THE ONBOARDING AND COMPENSATION AGREEMENT PROCESS. |
| FORM 990, PART VI, SECTION B, LINE 15A | COMPENSATION FOR THE HEAD OF SCHOOL (I.E., CHIEF EXECUTIVE OFFICER) IS DETERMINED BY THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. THE COMPENSATION COMMITTEE IS MADE UP OF INDEPENDENT PERSONS. THE COMPENSATION COMMITTEE WILL INDEPENDENTLY RESEARCH RELEVANT COMPENSATION DATABASES TO DETERMINE COMPENSATION LEVELS AND TRENDS FOR SIMILAR POSITION IN LIKE OR RELATED FIELDS. ALTERNATIVELY, AND SOMETIMES IN CONJUNCTION WITH THE INDEPENDENT RESEARCH DESCRIBED, THE COMMITTEE WILL ENGAGE THE SERVICES OF AN INDEPENDENT COMPENSATION CONSULTANT TO REVIEW THE DUTIES OF THE POSITION, DEVELOP AND ANALYZE COMPENSATION DATA FROM SIMILAR ORGANIZATIONS, AND MAKE RECOMMENDATIONS TO THE COMMITTEE. THE COMMITTEE THEN DETERMINES THE COMPENSATION OF THE INCUMBENT IN THIS POSITION FOR THE FOLLOWING FISCAL YEAR. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS (ARTICLES OF INCORPORATION AND BY-LAWS, ETC.), CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND TAX FILINGS ARE AVAILABLE UPON REQUEST FROM THE SCHOOL'S BUSINESS OFFICE FOR THE SAME PERIOD OF TIME SET FORTH IN SECTION 6104(D). |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 3150 CALIFORNIA LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3065 JACKSON STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237313754 | EIN |
| Primary Activities | HOLDS REAL ESTATE | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Total Income | $514,687 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAN FRANCISCO UNIVERSITY HIGH SCHOOL | BusinessNameLine1Txt |
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