HAMLIN SCHOOL: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HAMLIN SCHOOL (EIN 94-1393894)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-14
- IRS object ID
- 202421359349313672
- 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 M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T19:54:09-05:00 | 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 | 941393894 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HAMLIN SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HAML | BusinessNameControlTxt |
| Phone | 4159220300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2120 BROADWAY STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941151329 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALLISON GOODSON | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 4159220300 | PhoneNum |
| Signature | 2024-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALLISON | PersonFirstNm |
| Person Last | GOODSON | 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 | WANDA HOLLAND GREENE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2120 BROADWAY STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941151329 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $28,159,925 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HAMLIN.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1896 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO EDUCATE GIRLS AND YOUNG WOMEN TO MEET THE CHALLENGES OF THEIR TIME. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 186 | TotalEmployeeCnt |
| Total Volunteers | 400 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,855,014 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,250,633 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $18,113,491 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $19,019,460 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,595,547 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,385,260 | CYInvestmentIncomeAmt |
| PY Other Revenue | $534,923 | PYOtherRevenueAmt |
| CY Other Revenue | -$37,260 | CYOtherRevenueAmt |
| PY Total Revenue | $31,098,975 | PYTotalRevenueAmt |
| CY Total Revenue | $27,618,093 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,565,178 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,668,010 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $13,154,829 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $14,593,022 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,361,238 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,944,057 | PYOtherExpensesAmt |
| CY Other Expenses | $6,437,121 | CYOtherExpensesAmt |
| PY Total Expenses | $22,664,064 | PYTotalExpensesAmt |
| CY Total Expenses | $23,698,153 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $8,434,911 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,919,940 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $133,035,200 | TotalAssetsBOYAmt |
| Total Assets EOY | $133,941,971 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $37,309,561 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $34,503,304 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $95,725,639 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $99,438,667 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE HAMLIN SCHOOL EDUCATES GIRLS TO MEET THE CHALLENGES OF THEIR TIME AND INSPIRES THEM TO BECOME EXTRAORDINARY THINKERS AND INNOVATORS, COURAGEOUS LEADERS AND INDIVIDUALS OF INTEGRITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $18,088,378 | ExpenseAmt |
| Grant | $2,524,675 | GrantAmt |
| Revenue | $18,123,011 | RevenueAmt |
| Desc | OUR K-8 EDUCATIONAL PROGRAM SERVES APPROXIMATELY 440 GIRLS AND AIMS TO DEVELOP THE INTELLECT, CHARACTER AND CITIZENSHIP OF EACH GIRL TO THEIR HIGHEST POTENTIAL BY PROVIDING OUTSTANDING EDUCATIONAL CURRICULA INCLUDING EXTRACURRICULAR ACTIVITIES AND FINANCIAL ASSISTANCE TO APPROXIMATELY TWENTY PERCENT OF THE STUDENT BODY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $554,340 | ExpenseAmt |
| Grant | $110,017 | GrantAmt |
| Revenue | $592,844 | RevenueAmt |
| Desc | HAMLIN'S AFTER SCHOOL PROGRAM IS A COMMUNITY WITHIN THE SCHOOL FOR GIRLS ACROSS GRADES K-8. SERVING APPROXIMATELY 125 STUDENTS, THE PROGRAM EMPHASIZES FREE CHOICE PLAY, CREATIVE PROJECTS, AND SOCIAL-EMOTIONAL LEARNING. WE OFFER A BALANCE OF INDEPENDENT AND STRUCTURED ACTIVITIES IN A WARM AND WELCOMING ENVIRONMENT. OUR AFTER SCHOOL ACADEMY OFFERS ELECTIVE AFTER-SCHOOL ENRICHMENT CLASSES LIKE ROCK CLIMBING, GRAPHIC DESIGN, COOKING AND PHOTOGRAPHY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $124,289 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $131,826 | RevenueAmt |
| Desc | THE HAMLIN MUSIC ACADEMY OFFERS 1:1 MUSIC LESSONS AFTER SCHOOL. MORE THAN 60 STUDENTS PARTICIPATE IN 30-60 MINUTE LESSONS IN GUITAR, VIOLIN AND PIANO. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $123,111 | ExpenseAmt |
| Grant | $33,318 | GrantAmt |
| Revenue | $171,779 | RevenueAmt |
| Desc | HAMLIN'S SCHOOL BREAK AND SUMMER CAMPS OFFER CHILDCARE AND ENRICHMENT TO OVER 75 STUDENTS WHEN SCHOOL IS NOT IN SESSION. OUR SUMMER CAMPS INCLUDE TRADITIONAL DAY CAMPS, SPECIALTY CAMPS AND A LEADERSHIP PROGRAM FOR MIDDLE SCHOOL STUDENTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $123,111 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $33,318 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $171,779 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $18,890,118 | 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 | 0 | 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 | 0 | 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 | 0 | 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 | 92 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 186 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| 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 | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | 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 | Yes (1) | 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 | ANN KUNG DIRECTOR OF ACCOUNTING | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4156745454 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2120 BROADWAY STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941151329 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| SCOTT GILBERTSON | |||||||
| BOARD CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KELSEY LAMOND | |||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| REBECCA SAROYAN ROBBINS | |||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| WILLIAM BARTLETT | |||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ANN AKICHIKA | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROLINE BARLERIN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SAPNA BOZE | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROLINE HAYWARD BRINCKERHOFF | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ALISHA CARLILE | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARIAM MISSAGHI CLINE | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| NIMA FARZAN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BIANCA GATES | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CATHERINE GOULET | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CLEMENT JONES | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| NALINI KOTAMRAJU | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MAX LEVCHIN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD LINDER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ADAM MCDONOUGH | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| FLORA MUGAMBI-MUTUNGA | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ISABELLE MOSES | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ED PARK | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RIYAD SHAHJAHAN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SANJAY SHAMDASANI | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIC SPALY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CATHERINE STEINER-ADAIR | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| WANDA HOLLAND GREENE | |||||||
| HEAD OF SCHOOL | 40.00 | Yes (X) | $591,548 | $0 | $61,366 | ||
| ALLISON GOODSON | |||||||
| CFO | 40.00 | Yes (X) | $233,963 | $0 | $27,231 | ||
| LAUREN THORNHILL | |||||||
| EX DIR OF INSTITUTIONAL ADVANCEMENT | 40.00 | $192,904 | $0 | $33,392 | Yes (X) | ||
| ANN KUNG | |||||||
| DIR OF ACCOUNTING/HR MANAGEMENT | 40.00 | $182,316 | $0 | $29,359 | Yes (X) | ||
| ANDREW TAYLOR-FABE | |||||||
| MIDDLE SCHOOL DIVISION HEAD | 40.00 | $180,470 | $0 | $29,069 | Yes (X) | ||
| MARK PICKETTS | |||||||
| DIR OF PROGRAMS & PROF. DEVELOPMENT | 40.00 | $164,209 | $0 | $28,227 | Yes (X) | ||
| ELIZABETH HALL | |||||||
| LOWER SCHOOL DIVISION HEAD | 40.00 | $152,601 | $0 | $22,779 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,698,011 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $231,423 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 32 | 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 |
|---|---|---|---|---|---|
| HERRERO BUILDERS | |||||
| 2100 OAKDALE AVENUE | SAN FRANCISCO | CA | 94124 | CONSTRUCTION SERVICES | $9,149,964 |
| G&J CLEANING MAINTENANCE | |||||
| 1027 LODGEHILL LANE | HOUSTON | TX | 77090 | JANITORIAL SERVICES | $387,696 |
| FINE CUSTOM PAINTING | |||||
| 316 EVERGREEN DR | SAN FRANCISCO | CA | 94080 | RESTORATION AND PAINTING SERVICES | $327,072 |
| MARK CAVAGNERO ASSOCIATES | |||||
| 1045 SANSOME ST STE 200 | SAN FRANCISCO | CA | 94111 | ARCHITECTURAL SERVICES | $200,623 |
| NATURALIST AT LARGE | |||||
| PO BOX 3517 | VENTURA | CA | 93006 | EDUCATION SERVICES | $155,225 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $550,000 | FundraisingAmt |
| All Other Contributions | $4,700,633 | AllOtherContributionsAmt |
| Noncash Contributions | $165,533 | NoncashContributionsAmt |
| Total Contributions | $5,250,633 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION FEES | 611710 | $18,123,011 | $18,123,011 |
| AFTER SCHOOL PROGRAMS | 611710 | $896,449 | $896,449 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $19,019,460 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $539,966 | TotalRevenueColumnAmt |
| Exclusion | $539,966 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,845,294 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,845,294 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,845,294 | TotalRevenueColumnAmt |
| Exclusion | $2,845,294 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $504,572 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $550,000 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $541,832 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$37,260 | TotalRevenueColumnAmt |
| Exclusion | -$37,260 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,618,093 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $19,019,460 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,348,000 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,668,010 | TotalAmt |
| Program Services | $2,668,010 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $923,870 | TotalAmt |
| Program Services | $169,444 | ProgramServicesAmt |
| Management And General | $528,501 | ManagementAndGeneralAmt |
| Fundraising | $225,925 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,404,492 | TotalAmt |
| Program Services | $8,528,357 | ProgramServicesAmt |
| Management And General | $1,552,352 | ManagementAndGeneralAmt |
| Fundraising | $323,783 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $544,409 | TotalAmt |
| Program Services | $380,921 | ProgramServicesAmt |
| Management And General | $129,382 | ManagementAndGeneralAmt |
| Fundraising | $34,106 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,874,732 | TotalAmt |
| Program Services | $1,590,513 | ProgramServicesAmt |
| Management And General | $200,611 | ManagementAndGeneralAmt |
| Fundraising | $83,608 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $845,519 | TotalAmt |
| Program Services | $654,127 | ProgramServicesAmt |
| Management And General | $153,460 | ManagementAndGeneralAmt |
| Fundraising | $37,932 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,809 | TotalAmt |
| Management And General | $42,809 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,300 | TotalAmt |
| Management And General | $70,300 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,599 | TotalAmt |
| Program Services | $13,963 | ProgramServicesAmt |
| Management And General | $82,260 | ManagementAndGeneralAmt |
| Fundraising | $3,376 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $310,880 | TotalAmt |
| Management And General | $113,231 | ManagementAndGeneralAmt |
| Fundraising | $197,649 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,430 | TotalAmt |
| Management And General | $26,128 | ManagementAndGeneralAmt |
| Fundraising | $3,302 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $332,131 | TotalAmt |
| Program Services | $265,705 | ProgramServicesAmt |
| Management And General | $33,213 | ManagementAndGeneralAmt |
| Fundraising | $33,213 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $861,748 | TotalAmt |
| Program Services | $689,398 | ProgramServicesAmt |
| Management And General | $86,175 | ManagementAndGeneralAmt |
| Fundraising | $86,175 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,937 | TotalAmt |
| Management And General | $28,937 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $639,035 | TotalAmt |
| Program Services | $511,228 | ProgramServicesAmt |
| Management And General | $63,904 | ManagementAndGeneralAmt |
| Fundraising | $63,903 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,343,269 | TotalAmt |
| Program Services | $1,874,615 | ProgramServicesAmt |
| Management And General | $234,327 | ManagementAndGeneralAmt |
| Fundraising | $234,327 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $339,393 | TotalAmt |
| Program Services | $271,515 | ProgramServicesAmt |
| Management And General | $33,939 | ManagementAndGeneralAmt |
| Fundraising | $33,939 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| STUDENT LUNCH PROGRAM | $776,748 | $776,748 | |
| SCHOOL ACTIVITIES | $266,852 | $266,852 | |
| AFTER SCHOOL PROGRAM | $228,722 | $228,722 | |
| PROFESSIONAL DUES/CONF. | $67,268 | $67,268 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,698,153 | TotalAmt |
| Program Services | $18,890,118 | ProgramServicesAmt |
| Management And General | $3,446,797 | ManagementAndGeneralAmt |
| Fundraising | $1,361,238 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,266,791 | BOYAmt |
| EOY | $2,213,609 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,998,583 | BOYAmt |
| EOY | $6,679,467 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,662,679 | BOYAmt |
| EOY | $4,215,375 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,101 | BOYAmt |
| EOY | $75,553 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $428,506 | BOYAmt |
| EOY | $529,256 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $98,396,176 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $14,592,801 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,053,839 | BOYAmt |
| EOY | $83,803,375 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,849,464 | BOYAmt |
| EOY | $36,086,990 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $732,237 | BOYAmt |
| EOY | $338,346 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,035,200 | BOYAmt |
| EOY | $133,941,971 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,579,025 | BOYAmt |
| EOY | $2,114,576 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,992,777 | BOYAmt |
| EOY | $8,009,694 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,737,759 | BOYAmt |
| EOY | $24,379,034 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,309,561 | BOYAmt |
| EOY | $34,503,304 | 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 | $76,576,409 | BOYAmt |
| EOY | $78,811,507 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,149,230 | BOYAmt |
| EOY | $20,627,160 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,725,639 | BOYAmt |
| EOY | $99,438,667 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,035,200 | BOYAmt |
| EOY | $133,941,971 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,919,940 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$246,608 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $39,696 | 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 | $23,312,365 | BeginningYearBalanceAmt |
| Contributions | $7,335,126 | ContributionsAmt |
| Investment Earnings Or Losses | $1,201,940 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $629,014 | OtherExpendituresAmt |
| End Year Balance | $31,220,417 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,039,632 | BeginningYearBalanceAmt |
| Contributions | $3,241,667 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,363,629 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $605,305 | OtherExpendituresAmt |
| End Year Balance | $23,312,365 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,547,315 | BeginningYearBalanceAmt |
| Contributions | $3,098,825 | ContributionsAmt |
| Investment Earnings Or Losses | $3,970,172 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $576,680 | OtherExpendituresAmt |
| End Year Balance | $23,039,632 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,190,863 | BeginningYearBalanceAmt |
| Contributions | $319,084 | ContributionsAmt |
| Investment Earnings Or Losses | $613,477 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $576,109 | OtherExpendituresAmt |
| End Year Balance | $16,547,315 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,200,477 | BeginningYearBalanceAmt |
| Contributions | $345,206 | ContributionsAmt |
| Investment Earnings Or Losses | $164,598 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $519,418 | OtherExpendituresAmt |
| End Year Balance | $16,190,863 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.37170 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.61280 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.01550 | 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 | $12,368,393 | OtherCostOrOtherBasisAmt |
| Book Value | $12,368,393 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $82,704,165 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,055,735 | DepreciationAmt |
| Book Value | $69,648,430 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,543,535 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,537,066 | DepreciationAmt |
| Book Value | $1,006,469 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $780,083 | OtherCostOrOtherBasisAmt |
| Book Value | $780,083 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $83,803,375 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $24,730,431 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$246,608 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$12,740 | OtherRevenueAmt |
| Revenue Not Reported | -$259,348 | RevenueNotReportedAmt |
| Revenue Subtotal | $24,989,779 | RevenueSubtotalAmt |
| Other Revenues Not Included | $2,628,314 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $2,628,314 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $27,618,093 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $21,030,143 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $21,030,143 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $2,668,010 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $2,668,010 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $23,698,153 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE INCOME FROM BOARD DESIGNATED ENDOWMENT FUNDS IS INTENDED TO BE EXPENDED FOR GENERAL OPERATIONS. THE SCHOOL CLASSIFIES AS NET ASSETS WITH DONOR RESTRICTIONS OF A PERPETUAL NATURE A) THE ORIGINAL VALUE OF GIFTS DONATED TO THE PERPETUAL ENDOWMENT, B) THE ORIGINAL VALUE OF SUBSEQUENT GIFTS TO THE PERPETUAL ENDOWMENT, AND C) ACCUMULATIONS TO THE PERPETUAL ENDOWMENT MADE IN ACCORDANCE WITH THE DIRECTION OF THE APPLICABLE DONOR GIFT INSTRUMENT AT THE TIME THE ACCUMULATION IS ADDED TO THE FUND. THE REMAINING PORTION OF THE DONOR RESTRICTED ENDOWMENT FUND THAT IS NOT CLASSIFIED IN NET ASSETS WITH DONOR RESTRICTIONS OF A PERPETUAL NATURE IS CLASSIFIED AS NET ASSETS WITH DONOR RESTRICTIONS OF A TEMPORARY NATURE UNTIL THOSE AMOUNTS ARE APPROPRIATED FOR EXPENDITURES BY THE SCHOOL IN A MANNER CONSISTENT WITH THE STANDARD OF PRUDENCE PRESCRIBED BY SPMIFA. |
| PART X, LINE 2: | THE SCHOOL IS A TAX-EXEMPT ORGANIZATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND THE CALIFORNIA REVENUE AND TAXATION CODE. THE SCHOOL'S ACCOUNTING POLICY IS TO EVALUATE UNCERTAIN TAX POSITIONS. ACCORDINGLY, A LOSS CONTINGENCY IS RECOGNIZED WHEN IT IS PROBABLE THAT A LIABILITY HAS BEEN INCURRED AS OF THE DATE OF THE FINANCIAL STATEMENTS AND THE AMOUNT OF THE LOSS CAN BE REASONABLY ESTIMATED. MANAGEMENT EVALUATED THE SCHOOL'S TAX POSITION 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: | NET LOSSES FROM HAMLIN SCHOOL PARENTS ASSOCIATION -12,740. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID NETTED AGAINST REVENUE ON FINANCIAL STATEMENTS 2,668,010. GAINS ON UNCOLLECTIBLE PLEDGES FROM PRIOR YEARS -39,696. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID NETTED AGAINST REVENUE ON FINANCIAL STATEMENTS 2,668,010. |
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 | A NOTICE OF THE NON-DISCRIMINATORY POLICY IS STATED ON THE SCHOOL WEBSITE ON THE ADMISSIONS PROCESS WEBPAGE. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $466,156 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $350,000 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $116,156 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $83,295 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $39,933 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $13,000 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $7,315 | OtherDirectExpensesEvent1Amt |
| Event2 | GOLF | Event2Nm |
| Gross Receipts Event2 | $350,824 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $200,000 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $150,824 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $29,732 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $42,425 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $6,827 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $2,785 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $237,592 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $237,592 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $70,709 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $21,101 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $224,710 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,054,572 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $550,000 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $504,572 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $113,027 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $153,067 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $40,928 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $234,810 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $541,832 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$37,260 | 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 | 87 | RecipientCnt |
| Cash Grant | $2,668,010 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | SENIOR STAFF ACCOUNTANT WORKS WITH THE CHIEF FINANCIAL OFFICER TO KEEP TRACK OF THE GRANTS ISSUED AND MAINTAINS A SPREADSHEET OF USAGE DURING THE SCHOOL YEAR. |
| SCHEDULE I, PART III: | THE SCHOOL GRANTS FINANCIAL ASSISTANCE TO FAMILIES BASED ON NEED. FAMILIES ARE REQUIRED TO COMPLETE AN APPLICATION TO DEMONSTRATE NEED AND TO SUBSTANTIATE THEIR APPLICATION BY PROVIDING THE SCHOOL COPIES OF THEIR FEDERAL TAX RETURN AND ALL SCHEDULES AS WELL AS THEIR W-2 FORMS. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| 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 |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WANDA HOLLAND GREENE | ||||||||||||||
| HEAD OF SCHOOL | $505,373 | $0 | $0 | $0 | $86,175 | $0 | $27,450 | $0 | $33,916 | $0 | $652,914 | $0 | $0 | $0 |
| ALLISON GOODSON | ||||||||||||||
| CFO | $233,963 | $0 | $0 | $0 | $0 | $0 | $11,712 | $0 | $15,519 | $0 | $261,194 | $0 | $0 | $0 |
| LAUREN THORNHILL | ||||||||||||||
| EX DIR OF INSTITUTIONAL ADVANCEMENT | $192,904 | $0 | $0 | $0 | $0 | $0 | $17,873 | $0 | $15,519 | $0 | $226,296 | $0 | $0 | $0 |
| ANN KUNG | ||||||||||||||
| DIR OF ACCOUNTING/HR MANAGEMENT | $182,316 | $0 | $0 | $0 | $0 | $0 | $16,493 | $0 | $12,866 | $0 | $211,675 | $0 | $0 | $0 |
| ANDREW TAYLOR-FABE | ||||||||||||||
| MIDDLE SCHOOL DIVISION HEAD | $180,470 | $0 | $0 | $0 | $0 | $0 | $16,203 | $0 | $12,866 | $0 | $209,539 | $0 | $0 | $0 |
| MARK PICKETTS | ||||||||||||||
| DIR OF PROGRAMS & PROF. DEVELOPMENT | $164,209 | $0 | $0 | $0 | $0 | $0 | $15,361 | $0 | $12,866 | $0 | $192,436 | $0 | $0 | $0 |
| ELIZABETH HALL | ||||||||||||||
| LOWER SCHOOL DIVISION HEAD | $152,601 | $0 | $0 | $0 | $0 | $0 | $9,913 | $0 | $12,866 | $0 | $175,380 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | THE HEAD OF SCHOOL WAS PROVIDED A RESIDENCE TO LIVE IN AND THE VALUE OF THE HOUSING WAS GROSSED UP TO COVER HER PORTION OF INCOME TAXES. THE BENEFIT WAS TREATED AS TAXABLE COMPENSATION. | ExplanationTxt |
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 |
| CUSIP | 000000000 | CUSIPNum |
| Bond Issued | 2013-11-15 | BondIssuedDt |
| Issue Price | $16,932,000 | IssuePriceAmt |
| Purpose | REFINANCE "2007 BONDS; ACQUISITION AND DEVELOPMENT OF ADJACENT PROPERTY | PurposeDesc |
| Defeased | Yes (1) | 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 |
| Bond Defeased | $16,932,000 | BondDefeasedAmt |
| Total Proceeds | $16,932,000 | TotalProceedsAmt |
| Refunding Escrow | $16,736,680 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $195,320 | IssuanceCostsFromProceedsAmt |
| Substantial Completion | 2015 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | Yes (1) | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | 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 | 0 | MgmtContractBondFincdPropInd |
| 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 | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | 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 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 18 | ContributionCnt |
| Noncash Contributions Rpt F990 | $165,533 | 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 COLUMN REPRESENTS 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 6 | THE VOLUNTEER ESTIMATE IS BASED ON THE ASSUMPTION THAT AT LEAST ONE PARENT, OFTEN TWO, WILL VOLUNTEER AT HAMLIN SCHOOL TO HELP RAISE FUNDS FOR THE SCHOOL AND BUILD THE COMMUNITY. VOLUNTEER WORK CAN INVOLVE BUT IS NOT LIMITED TO ASSISTING IN THE LIBRARY OR CLASSROOMS, WORKING THE ANNUAL GALA, GOLF OR WINTERFEST EVENTS, SERVING ON THE BOARD OF TRUSTEES OR SOME OTHER OFFICIAL CAPACITY. |
| FORM 990, PART VI, SECTION B, LINE 11B | AUDIT AND RISK COMMITTEE REVIEWED THE FINAL DRAFT OF FORM 990. SCHEDULE B, WHICH INCLUDES CONFIDENTIAL DONOR INFORMATION, WAS SOLELY REVIEWED BY THE CHAIR OF THE BOARD OF TRUSTEES AND THE CHAIR OF THE AUDIT AND RISK COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, ALL BOARD MEMBERS, BOARD VOLUNTEERS, OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST POLICY FORM AT THE BEGINNING OF THE SCHOOL YEAR. FORMS ARE FORWARDED TO THE AUDIT COMMITTEE CHAIR AND THE CFO FOR REVIEW. IF A POTENTIAL CONFLICT EXISTS, A DISCUSSION IS HELD WITH THE PERSON TO MAKE SURE THE PERSON UNDERSTANDS THEIR ROLE AND RESPONSIBILITY. |
| FORM 990, PART VI, SECTION B, LINE 15 | ANNUALLY, THE CFO PULLS COMPARABLE SCHOOLS COMPENSATION AND BENEFITS INFORMATION FOR THE KEY POSITIONS AND PROVIDES THE DATA TO THE COMPENSATION COMMITTEE WHO WILL MEET AND DISCUSS WHAT THE PROPOSED COMPENSATION SHOULD BE FOR THE VARIOUS POSITIONS. THE BOARD OF TRUSTEES IS PRESENTED THE PROPOSED RATES AND WILL DISCUSS AND VOTE ON SAID COMPENSATION AMOUNTS. IN ADDITION, THIS YEAR, THE SCHOOL ENGAGED WITH A HOS COMPENSATION CONSULTANT TO HELP PUT TOGETHER THE HEAD'S CONTRACT FOR THE NEXT FIVE YEARS (2022 - 2027). |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS ARE AVAILABLE FOR THE SAME PERIOD OF TIME SET FORTH IN SEC. 6104(D). REQUESTS CAN BE MADE TO ANN KUNG, DIRECTOR OF ACCOUNTING AT (415) 674-5454 OR KUNG@HAMLIN.ORG. |
| FORM 990, PART XI, LINE 9: | GAIN ON UNCOLLECTIBLE PLEDGES FROM PRIOR YEARS 39,696. |