2023-09-27T17:51:34-05:00 2022-06-30 941254756 HOOD & STRONG LLP 60 SO MARKET ST STE 200 SAN JOSE CA 95113 990 2021-07-01 237313754 SAN FRANCISCO UNIVERSITY HIGH SCHOOL SANF 4154473100 3065 JACKSON STREET SAN FRANCISCO CA 94115 ROB KINNARD CFOO 4154473100 2023-09-27 1 ROB KINNARD 999009999 MAGA E KISRIEV P01008919 4089988400 0 AAL1 IAL1 2021 2023-04-26 12:10:37Z MATT LEVINSON 3065 JACKSON STREET SAN FRANCISCO CA 94115 46179737 0 X WWW.SFUHS.ORG X 1973 CA SAN FRANCISCO UNIVERSITY HIGH SCHOOL WELCOMES STUDENTS (CONTINUED ON SCHEDULE O) 29 29 230 525 0 0 9952387 14755409 23001383 23914920 831058 889485 -87081 287518 33697747 39847332 3553068 3718667 0 0 15457895 17119351 0 0 1754358 7329296 6722541 26340259 27560559 7357488 12286773 108568806 117059247 35059046 37224191 73509760 79835056 X SAN FRANCISCO UNIVERSITY HIGH SCHOOL IS AN INDEPENDENT SECONDARY SCHOOL SERVING APPROXIMATELY 439 STUDENTS ANNUALLY. THE SCHOOL OFFERS A RIGOROUS COLLEGE PREPARATORY CURRICULUM TO A DIVERSE CO-ED STUDENT BODY (CONTINUED ON SCHEDULE O). 0 0 21750751 3718667 23914920 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 439 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 THIRTEEN SPORTS. ALL STUDENTS ALSO PARTICIPATE IN A COMMUNITY SERVICE-LEARNING PROGRAM THAT SPANS ALL FOUR YEARS OF THE HIGH SCHOOL EXPERIENCE. APPROXIMATELY 100 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. 21750751 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 85 0 1 230 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 29 29 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 CA X ROB KINNARD 4154473100 3065 JACKSON STREET SAN FRANCISCO CA 94115 LAURA SPIVY CHAIR 3.00 X X 0 0 0 DENNIS HERRERA VICE CHAIR 3.00 X X 0 0 0 KAY YUN VICE CHAIR 3.00 X X 0 0 0 RAJ PATEL TREASURER 3.00 X X 0 0 0 WILL BARTLETT TRUSTEE 3.00 X 0 0 0 LILY BEISCHER TRUSTEE 3.00 X 0 0 0 MALLAR BHATTACHARYA TRUSTEE 3.00 X 0 0 0 KENDALL BLACK TRUSTEE 3.00 X 0 0 0 LEONARD CHUNG TRUSTEE 3.00 X 0 0 0 LISA CONGDON TRUSTEE 3.00 X 0 0 0 PAUL COOPER TRUSTEE 3.00 X 0 0 0 JILL COWAN TRUSTEE 3.00 X 0 0 0 ROCKY FRIED TRUSTEE 3.00 X 0 0 0 HOLLY HAGENS TRUSTEE 3.00 X 0 0 0 KAREN HALL TRUSTEE 3.00 X 0 0 0 SEAN HAMER TRUSTEE 3.00 X 0 0 0 MATT HOBART TRUSTEE 3.00 X 0 0 0 TOMAS A MAGANA TRUSTEE 3.00 X 0 0 0 SHERIEF MELEIS TRUSTEE 3.00 X 0 0 0 ANDY NAKAHATA TRUSTEE 3.00 X 0 0 0 GABRIELA PARCELLA TRUSTEE 3.00 X 0 0 0 ANNE PEDRERO TRUSTEE 3.00 X 0 0 0 MARY READ TRUSTEE 3.00 X 0 0 0 TANGUY SERRA TRUSTEE 3.00 X 0 0 0 CLAYTON TIMBRELL TRUSTEE 3.00 X 0 0 0 JULAYNE VIRGIL TRUSTEE 3.00 X 0 0 0 PAUL WYTHES TRUSTEE 3.00 X 0 0 0 CANDANCE YU TRUSTEE 3.00 X 0 0 0 RAJ ATLURU TRUSTEE 3.00 X 0 0 0 JULIA EELLS HEAD OF SCHOOL 50.00 X 502175 0 247634 MICHAEL NOVAK CFO/CFOO 50.00 X 275014 0 43517 SHARON YOUNG ASSISTANT TO HOS/SECRETARY 50.00 X 101920 0 20675 NASIF ISKANDER ASST. HOS & DEAN OF FACULTY 50.00 X 251282 0 48577 SHAUNDRA BASON DIRECTOR OF STRAT. PHILANTHROPY 50.00 X 241226 0 29109 ALBERT BOYLE DIRECTOR OF TECHNOLOGY 50.00 X 193868 0 26632 BYRON PHILHOUR DEAN OF TEACHING AND LEARNING 50.00 X 173761 0 34490 NATHAN LUNDY DIR. OF ENROLLMENT MGMT & STRAT. 50.00 X 170306 0 23494 JENNIFER SCHNEIDER DIRECTOR OF COLLEGE COUNSELING 50.00 X 170220 0 26161 2079772 0 500289 54 0 1 0 LEDDY MAYTUM STACY ARCHITECTS 1940 BRYANT STREET SAN FRANCISCO CA 94110 ARCHITECTS SERVICES 594122 BEVILACQUA AND SONS INC 451 VICTORY AVE 5 SOUTH SAN FRANCISCO CA 94080 CONSTRUCTION SERVICES 469547 EPICUREAN GROUP 111 MAIN STREET 3 LOS ALTOS CA 94022 CATERING SERVICES 242912 COMFORT DYNAMICS INC 823 ESTABROOK STREET SAN LEANDRO CA 945773439 HVAC SERVICES 217732 DARIOUSH INC 900 DOOLITTLE DRIVE 7A SAN LEANDRO CA 945773439 FOOD SERVICES 197398 8 14755409 105901 14755409 TUITION/FEES/FORFEIT. 611710 23752631 23752631 OTHER PROGRAM SERVICES 611710 108238 108238 MEMBERSHIP DUES 611710 32475 32475 MARIN BUS 611710 14816 14816 LECTURE/STUDENT EVENTS 611710 6760 6760 23914920 878634 878634 706484 418966 287518 287518 287518 5915384 8906 5913439 0 1945 8906 10851 10851 39847332 23914920 0 1177003 3718667 3718667 1196803 863262 333541 12578362 9624542 1967034 986786 837909 629671 139966 68272 1525038 1150760 257535 116743 981239 733535 174581 73123 82162 82162 6840 5718 1036 86 64748 64748 353241 142006 168430 42805 970524 454321 162378 353825 666132 635385 26396 4351 1172272 970998 168422 32852 113467 96044 17148 275 350678 293166 53093 4419 2104276 1759175 318587 26514 174308 145722 26390 2196 STUDENT ACTIVITIES 178390 178390 MEMBERSHIP & SUBSCRIP. 107305 83136 21049 3120 PANADEMIC RELATED EXP. 58463 58463 PROFESSIONAL DEVELOP. 27144 23567 1541 2036 292591 242686 12950 36955 27560559 21750751 4055450 1754358 4919674 5002665 15274388 24521927 7675283 10965772 9087721 9117592 0 2283 258359 472885 69310875 32721077 36374376 36589798 34979005 30096746 0 289579 108568806 117059247 3147089 3618885 19990770 21793412 11921187 11811894 35059046 37224191 X 25222357 25564059 48287403 54270997 73509760 79835056 108568806 117059247 X 12286773 -5824031 -137446 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 38143507 1379989 -5006615 1380000 33136881 29044149 1584731 8934626 1419999 38143507 29425451 1148732 19966 1550000 29044149 29539545 573393 812513 1500000 29425451 28868796 978630 1367119 1675000 29539545 0.11935 0.75183 0.12882 0 0 5828866 5828866 46355087 28132637 18222450 10087694 1798608 8289086 3651670 2789832 861838 3387558 3387558 36589798 X 30102440 -5824031 -3856113 -9680144 39782584 64748 64748 39847332 23777144 0 23777144 64748 3718667 3783415 27560559 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. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL PUBLISHES ITS NONDISCRIMINATORY POLICY PROMINENTLY ON THE LANDING PAGE OF THE SCHOOL'S WEBSITE. 1 FINANCIAL AID 95 3718667 0 PART I, LINE 2: 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. X 1 1 X X X X 0 1 0 0 0 0 0 0 0 JULIA EELLS HEAD OF SCHOOL 404078 0 98097 0 0 0 165106 0 82528 0 749809 0 0 0 MICHAEL NOVAK CFO/CFOO 268514 0 6500 0 0 0 21033 0 22484 0 318531 0 0 0 NASIF ISKANDER ASST. HOS & DEAN OF FACULTY 246282 0 5000 0 0 0 19630 0 28947 0 299859 0 0 0 SHAUNDRA BASON DIRECTOR OF STRAT. PHILANTHROPY 240226 0 1000 0 0 0 19146 0 9963 0 270335 0 0 0 ALBERT BOYLE DIRECTOR OF TECHNOLOGY 192868 0 1000 0 0 0 15393 0 11239 0 220500 0 0 0 BYRON PHILHOUR DEAN OF TEACHING AND LEARNING 172761 0 1000 0 0 0 13800 0 20690 0 208251 0 0 0 JENNIFER SCHNEIDER DIRECTOR OF COLLEGE COUNSELING 169220 0 1000 0 0 0 13526 0 12635 0 196381 0 0 0 NATHAN LUNDY DIR. OF ENROLLMENT MGMT & STRAT. 169306 0 1000 0 0 0 13531 0 9963 0 193800 0 0 0 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. THE BENEFIT WAS 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 $141,906 TO THE PLAN IN CALENDAR YEAR 2021, WHICH WAS TREATED AS DEFERRED COMPENSATION. A CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY 352273601 2020-05-20 18986000 SERIES A&B: TO REFINANCE OUTSTANDING BOND AND NOTE PAYABLE OBLIGATIONS 0 0 0 A 139198 12354000 245049 12108951 2007 1 0 0 1 A 0 0 1 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 1 0 0 1 0 0 0 1 A 0 SCHEDULE K, PART II, LINE 3: 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 AS OF 6/30/2022 WERE NOT IDENTICAL TO THE ISSUE PRICE LISTED IN PART I, COLUMN (E) BECAUSE ADDITIONAL DRAWS WERE NOT EXECUTED. X 21 105901 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THIS NUMBER REPRESENTS THE NUMBER OF CONTRIBUTIONS MADE AND NOT THE NUMBER OF ITEMS CONTRIBUTED. 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 100 STUDENTS MATRICULATE TO A BROAD RANGE OF COLLEGES AND UNIVERSITIES EACH YEAR. FORM 990, PART VI, SECTION B, LINE 11B PAID PREPARER PRESENTED FORM 990 AND RESPONDED TO ALL QUESTIONS FROM THE AUDIT COMMITTEE IN A LIVE SESSION BEFORE THE 990 WAS FILED. 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 ARBITOR 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). FORM 990, PART XI, LINE 9: WRITE-OFFS OF UNCOLLECTIBLE PLEDGES FROM PRIOR YEARS -137,446. 3150 CALIFORNIA LLC 3065 JACKSON STREET SAN FRANCISCO CA 94115 237313754 HOLDS REAL ESTATE CA 563127 1999872 SAN FRANCISCO UNIVERSITY HIGH SCHOOL