2025-05-13T10:46:49-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 2210 EAST ROUTE 66 GLENDORA CA 91740 990 2023-07-01 941201211 PRESIDIO HILL SCHOOL PRES 4157519318 3839 WASHINGTON STREET SAN FRANCISCO CA 94118 TONY MORGAN DIRECTOR OF FINANCE AND OPS 4157519318 2025-05-12 1 0 WADE MCMULLEN P00541671 6268577300 2025-05-01 2023 2025-03-06 01:10:19Z LISA JELI 3839 WASHINGTON STREET SAN FRANCISCO CA 94118 9764372 0 X WWW.PRESIDIOHILL.ORG X 1918 CA HELP CHILDREN DISCOVER AND DEVELOP THEIR FULL POTENTIAL. 23 19 64 100 0 0 742299 551962 8841169 9028306 20267 120833 1409839 20211 11013574 9721312 1783742 1909719 0 0 5952833 6478746 0 0 35729 2537240 2391795 10273815 10780260 739759 -1058948 24170931 22502524 12467968 11820273 11702963 10682251 X PRESIDIO HILL SCHOOL IS A CO-ED K-8 INDEPENDENT, PROGRESSIVE SCHOOL. LEARNING IS COLLABORATIVE AND AN ACTIVE EXPERIENCE WITH AN EMPHASIS ON INQUIRY. STUDENTS ARE ENGAGED IN THEIR OWN LEARNING AND GUIDED BY AN EXPERT FACULTY THROUGH A CHALLENGING AND INTEGRATED ACADEMIC PROGRAM THAT INSPIRES CURIOSITY AND CRITICAL THINKING. 0 0 8881783 1909719 9091577 OPERATION OF A CO-EDUCATIONAL INDEPENDENT SCHOOL COMMITTED TO MULTI- CULTURALISM AND THE DEVELOPMENT OF ITS STUDENTS INTO ACTIVE AND RESPONSIBLE PARTICIPANTS IN THE WORLD. THE SCHOOL SERVES APPROXIMATELY 210 TK-8TH GRADE STUDENTS. 325683 PRESIDIO HILL OFFERS AFTER SCHOOL RECREATIONS FOR STUDENTS. INCLUDED IN SUCH, THE ATHLETICS PROGRAM OFFERS A VARIETY OF ATHLETIC OPPORTUNITIES FOR STUDENTS IN GRADES 6-8. THE SCHOOL ALSO OFFERS THREE CAMP WEEKS DURING THE YEAR FOR STUDENTS IN GRADES TK-5: SUMMER CAMP, FEBRUARY CAMP, AND SPRING CAMP. 9207466 1 1 0 0 0 0 0 0 1 1 1 0 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 44 0 1 64 1 0 0 0 0 0 0 0 0 0 0 0 0 X 23 19 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 CA X TONY MORGAN 4157519318 3839 WASHINGTON ST SAN FRANCISCO CA CA 94118 LISA JELI HEAD OF SCHOOL 40.00 X X 409006 0 49399 CHARLES ANTHONY TONY MORGAN DIRECTOR OF FINANCE AND OP 40.00 X X 241518 0 23422 CAL TAYLOR FACULTY TRUSTEE 40.00 X 75668 0 10282 NOAH BERLAND BOARD CO-CHAIR 8.00 X X 0 0 0 NICOLE LAVALLEE BOARD CO-CHAIR 8.00 X X 0 0 0 MICHELLE CHAN SECRETARY 3.00 X X 0 0 0 BRANDON CHERRY TREASURER 3.00 X X 0 0 0 ANN BALAJADIA TRUSTEE 3.00 X 0 0 0 BILL CAHAN TRUSTEE 3.00 X 0 0 0 SEEMA DALA VICE CHAIR 8.00 X X 0 0 0 ED DOLLARD TRUSTEE 3.00 X 0 0 0 AMOS ELLISTON TRUSTEE 3.00 X 0 0 0 WENDY HORNG BRAWER TRUSTEE 3.00 X 0 0 0 SEAN JOYCE TRUSTEE 3.00 X 0 0 0 DALLAS KASHUBA TRUSTEE 3.00 X 0 0 0 JONATHAN MAGUIRE TRUSTEE 3.00 X 0 0 0 CATHERINE LEE TRUSTEE 3.00 X 0 0 0 KRISTEL LEOW TRUSTEE 3.00 X 0 0 0 LINDA PETERS TRUSTEE 3.00 X 0 0 0 SHABAN SHAKOORI TRUSTEE 3.00 X 0 0 0 TODD DARLING TRUSTEE 3.00 X 0 0 0 SUSAN ANDREWS TRUSTEE 3.00 X 0 0 0 DANIELA WEHMEYER FACULTY TRUSTEE 40.00 X 83971 0 16564 ANTHONY CIFRA SCHOOL DIRECTOR 40.00 X 167371 0 17225 KELLY DEES DIRECTOR OF ADMISSION AND 40.00 X 150384 0 20450 JAMES WYGANT HIGH SCHOOL COUNSELOR 40.00 X 144320 0 21028 1272238 0 158370 21 0 1 0 ROSE CLEANING 19800 STANTON AVENUE CASTRO VALLEY CA 94546 JANITORIAL SERVICES 136510 1 77882 474080 551962 TUITION AND FEES 611600 9028306 9028306 9028306 120833 120833 0 77882 43060 -43060 -43060 MISC INCOME 611710 34150 34150 SERVICE CHARGES - INTE 611710 23147 23147 SCHOOL STORE SALES 611710 3546 3546 2428 2428 63271 9721312 9091577 0 77773 1909719 1909719 963099 827938 135161 4297938 3558819 739119 176492 148013 28479 673874 623707 50167 367343 310043 57300 42762 42762 52674 52674 288331 131246 148582 8503 24113 300 20622 3191 199759 99937 90539 9283 123211 117050 6161 303334 288489 14845 253358 240690 12668 544309 517094 27215 90707 86172 4535 AFTER SCHOOL PROGRAM 151426 151426 OTHER EXPENSES 134452 26968 92732 14752 BOOKS AND SUPPLIES 112820 112820 FIELD TRIP EXPENSES 57035 57035 13504 13504 10780260 9207466 1537065 35729 5218004 4141939 110196 110196 150648 51277 94777 102285 79557 24994365 9107460 16431214 15886905 1353543 1870933 753764 318217 24170931 22502524 51222 37987 3588660 3223457 8828086 8558829 12467968 11820273 X 9707910 8524374 1995053 2157877 11702963 10682251 24170931 22502524 -1058948 38236 0 X 0 1 X 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 2080249 28188 116687 56823 2168301 2064928 14966 9097 8742 2080249 1453094 631549 35169 54884 2064928 1217587 3950 231557 384 1453094 1095650 110100 12373 536 1217587 0.04000 0.81000 0.15000 0 0 5275000 5275000 18428494 7860897 10567597 1290871 1246563 44308 15886905 X 7892889 38236 -1909719 -1871483 9764372 -43060 -43060 9721312 8913601 43060 43060 8870541 1909719 1909719 10780260 PART V, LINE 4: THE SCHOOL'S ENDOWMENT CONSISTS OF FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. PART X, LINE 2: THE SCHOOL IS A NON-PROFIT ENTITY EXEMPT FROM THE PAYMENT OF INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR INCOME TAXES. THE SCHOOL IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THE EXEMPT PURPOSES. THE SCHOOL FILES AN EXEMPT SCHOOL RETURN AND APPLICABLE UNRELATED BUSINESS INCOME TAX RETURN IN THE U.S. FEDERAL JURISDICTION AND WITH THE CALIFORNIA FRANCHISE TAX BOARD. PART XI, LINE 2D - OTHER ADJUSTMENTS: SCHOLARSHIP AND TUITION ASSISTANCE -1,909,719. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING DIRECT EXPENSES -43,060. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING DIRECT EXPENSES 43,060. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP AND TUITION ASSISTANCE 1,909,719. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 A NONDISCRIMINATORY POLICY STATEMENT IS INCLUDED IN THE APPLICATION, INFORMATION BROCHURE PACKET, FINANCIAL ASSISTANCE MATERIALS, AND SCHOOLS WEBSITE (WWW.PRESIDIOHILL.ORG) IN THE ADMISSIONS SECTION. SCHEDULE E, PART I, LINE 6 DURING THE COVID PANDEMIC, THE SCHOOL RECEIVED A PAYCHECK PROTECTION PROGRAM LOAN THAT WAS SUBSEQUENTLY FORGIVEN, AND THE SCHOOL HAS ALSO RECEIVED EMPLOYEE RETENTION CREDIT FUNDS FROM THE IRS. SPRING FLING 42882 42882 960 3600 WALK-A-THON 35000 35000 25000 10000 2500 1000 77882 77882 25000 10960 2500 4600 43060 -43060 1 SCHOLARSHIP/FINANCIAL AID 212 1909719 FMV FINANCIAL AID TO STUDENTS PART I, LINE 2: ASSISTANCE TO INDIVIDUALS IS EXCLUSIVELY FOR SCHOLARSHIP REDUCTIONS IN TUITION AND FEES. X X 1 1 X X X X X X 1 1 1 0 0 0 0 0 0 LISA JELI HEAD OF SCHOOL 359006 0 0 0 50000 0 20450 0 28949 0 458405 0 0 0 CHARLES ANTHONY TONY MORGAN DIRECTOR OF FINANCE AND OP 241518 0 0 0 0 0 12075 0 11347 0 264940 0 0 0 ANTHONY CIFRA SCHOOL DIRECTOR 167371 0 0 0 0 0 8368 0 8857 0 184596 0 0 0 KELLY DEES DIRECTOR OF ADMISSION AND 150384 0 0 0 0 0 7519 0 12931 0 170834 0 0 0 JAMES WYGANT HIGH SCHOOL COUNSELOR 144320 0 0 0 0 0 7216 0 13812 0 165348 0 0 0 PART I, LINE 1A HEAD OF SCHOOL HAS A SMALL DISCRETIONARY ACCOUNT, AND THE SCHOOL PROVIDES A HOUSING STIPEND TO HEAD OF SCHOOL. PART I, LINE 3 THE EXECUTIVE COMMITTEE OF THE BOARD USES A VARIETY OF SOURCES, FROM COMPENSATION CONSULTANTS TO 990 REPORTS AND CAL-ISBOA COMPARATIVE DATA TO BENCHMARK THE HEAD OF SCHOOL'S COMPENSATION. A CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY 352273601 2021-10-21 9000000 REFINANCING DEBT RELATED TO PROPERTY DEVELOPMENT FOR FACILITIES 0 1 0 A 9000000 132466 822838 8044695 2021 1 0 1 1 A 0 0 0 0 0 0 0 0 0 A 1 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE COMPRISES THE BOARD CHAIR, SECRETARY, TREASURER AND HEAD OF SCHOOL; IT IS DELEGATED THE AUTHORITY TO MAKE LIMITED DECISIONS ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY SELECT MEMBERS OF THE FINANCE COMMITTEE, AND IS MADE AVAILABLE FOR REVIEW BY ALL BOARD MEMBERS DURING A SECOND SCHEDULED BOARD MEETING. BOARD MEMBERS ARE GIVEN THE OPPORTUNITY TO ASK QUESTIONS OR COMMENT ON THE CONTENT OF THE FORM AND SUCH COMMENTS AND QUESTIONS ARE CAPTURED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION B, LINE 12C MONITORING IS PERFORMED REGULARLY BY THE OFFICERS TO IDENTIFY POTENTIAL CONFLICTS OF INTEREST. THE BOARD OR DESIGNATED COMMITTEE REVIEWS ANY CONFLICTS PRESENTED BY INTERESTED PARTIES. THE CHAIRPERSON APPOINTS A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE THE TRANSACTION IN QUESTION AND REPORT FINDINGS TO THE BOARD. ALTERNATIVES TO THE PROPOSED TRANSACTION ARE IDENTIFIED AND COMPARED TO THE PROPOSED TRANSACTION. THE BOARD VOTES ON THE MOST BENEFICIAL OPTION FOR THE ORGANIZATION. IF THE BOARD HAS REASON TO BELIEVE AN INTEREST PERSON HAS FAILED TO DISCLOSE THE POTENTIAL CONFLICT, THE BOARD WILL INVESTIGATE FURTHER AND IF NECESSARY, TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES NEGOTIATES THE EMPLOYMENT CONTRACT WITH THE BOARD CHAIR, HEAD OF SCHOOL, OR DIRECTOR OF FINANCE AND OPERATIONS. THEY BENCHMARK LEAD ADMINISTRATORS SALARIES TO THE 40TH PERCENTILE OF THOSE IN SIMILAR ROLES AT THEIR PEER SCHOOLS IN SAN FRANCISCO. IF A PERSON IS NEW TO THE LEAD ADMIN ROLE, THEY GENERALLY START THAT PERSON'S SALARY SLIGHTLY BELOW THE 25TH PERCENTILE AND THEY GENERALLY TRY TO INDEX THAT SALARY TO THAT 40TH PERCENTILE WITHIN A FEW YEARS. TO DO THIS, THEY USE ANONYMIZED DATA FOUND ON THE ANNUAL CAL-ISBOA SURVEY, WHICH GIVES A PERCENTILE RANGE FOR EACH POSITION. THIS PEER DATA IS COMPOSED OF SAN FRANCISCO TK-8 INDEPENDENT SCHOOLS. THE HEAD OF SCHOOL AND DIRECTOR OF FINANCE AND OPERATIONS WORK THROUGH EACH SALARY SEPARATELY, AND THEN ADJUST SALARIES RELATIVE TO THE GENERAL PERCENTAGE INCREASE AUTHORIZED BY THE BOARD AND THE ISBOA COMPENSATION DATA. THEY KEEP SOME NOTES BUT DO NOT DOCUMENT ALL CONVERSATIONS ABOUT THE SALARY INCREASES. THEY GO THROUGH THIS PROCESS ANNUALLY, AND THE HEAD OF SCHOOL'S SALARY IS NEGOTIATED SEPARATELY BY THE EXECUTIVE COMMITTEE OF THE BOARD. THE EXECUTIVE COMMITTEE IS PROVIDED THE CURRENT SALARY COMPENSATION DATA FROM THE CAL-ISBOA SURVEY. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE AVAILABLE UPON REQUEST TO THE BOARD CHAIR, HEAD OF SCHOOL, OR DIRECTOR OF FINANCE AND OPERATIONS.