2023-10-06T15:07:35-05:00 2022-06-30 941254756 HOOD & STRONG LLP 60 SO MARKET ST STE 200 SAN JOSE CA 95113 990 2021-07-01 941156256 KATHERINE DELMAR BURKE SCHOOL KATH 4157510177 7070 CALIFORNIA STREET SAN FRANCISCO CA 94121 PATRICIA NEVILLE DIR OF FINANCE & OPERATIONS 4157510177 2023-10-05 1 PATRICIA NEVILLE 999009999 MAGA E KISRIEV P01008919 4089988400 0 AAL1 IAL1 2021 2023-04-26 12:10:37Z PATRICIA NEVILLE 7070 CALIFORNIA STREET SAN FRANCISCO CA 94121 22330644 0 X WWW.BURKES.ORG X 1945 CA EDUCATIONAL SERVICES FOR GIRLS AND YOUNG WOMEN. 26 26 142 200 0 0 3925245 3039017 16077053 16709495 1212964 1568478 0 -126843 21215262 21190147 2553098 2915479 0 0 11628380 11339017 0 0 1372807 6585582 7256709 20767060 21511205 448202 -321058 80521626 73701974 22638729 21940394 57882897 51761580 TO EDUCATE, ENCOURAGE AND EMPOWER GIRLS. OUR SCHOOL COMBINES ACADEMIC EXCELLENCE WITH AN APPRECIATION FOR CHILDHOOD SO THAT STUDENTS THRIVE AS LEARNERS, DEVELOP A STRONG SENSE OF SELF, CONTRIBUTE TO COMMUNITY, AND FULFILL THEIR POTENTIAL, NOW AND THROUGHOUT LIFE. 0 0 16027912 2915479 16967088 EDUCATIONAL SERVICES FOR GIRLS AND YOUNG WOMEN IN KINDERGARTEN THROUGH EIGHTH GRADE. CURRENTLY, ENROLLED IN THE SCHOOL, GRADES KINDERGARTEN THROUGH EIGHTH, IS 402 STUDENTS. 16027912 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 84 0 1 142 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 26 26 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X PATRICIA NEVILLE 4157510177 7070 CALIFORNIA STREET SAN FRANCISCO CA 94121 JORDON SCOTT PRESIDENT 10.00 X X 0 0 0 LEITH BROOKS BARRY VICE-PRESIDENT 10.00 X X 0 0 0 VICKY PRADHAN SECRETARY 10.00 X X 0 0 0 LINDA CHONG TREASURER 10.00 X X 0 0 0 JOHANNA CALABRIA TRUSTEE 5.00 X 0 0 0 JONATHAN FELDMAN TRUSTEE 5.00 X 0 0 0 RACHEL SKIFFER TRUSTEE 5.00 X 0 0 0 CLARA ABECASSIS TRUSTEE 5.00 X 0 0 0 STEPHANIE BAILEY TRUSTEE 5.00 X 0 0 0 MAX BOYER GLYNN TRUSTEE 5.00 X 0 0 0 RAHUL CHANDARANA TRUSTEE 5.00 X 0 0 0 ROBERTO DERIZANS TRUSTEE 5.00 X 0 0 0 KIMBERLY FULLERTON TRUSTEE 5.00 X 0 0 0 BENICIA GANTNER TRUSTEE 5.00 X 0 0 0 JAMES GUTIERREZ TRUSTEE 5.00 X 0 0 0 MELISSA MA TRUSTEE 5.00 X 0 0 0 STAR MOORE TRUSTEE 5.00 X 0 0 0 MUHAMMED NADHIRI TRUSTEE 5.00 X 0 0 0 DAWN ROSENBERG TRUSTEE 5.00 X 0 0 0 TOD SACERDOTI TRUSTEE 5.00 X 0 0 0 GABE SANTOS TRUSTEE 5.00 X 0 0 0 CATARINA SCHWAB TRUSTEE 5.00 X 0 0 0 YVO SMIT TRUSTEE 5.00 X 0 0 0 STEPHANIE WITHERS TRUSTEE 5.00 X 0 0 0 EZRA PERLMAN TRUSTEE 5.00 X 0 0 0 LISA HARADA PRESIDENT ALUM. ASSN. 5.00 X 0 0 0 MICHELE WILLIAMS HEAD OF SCHOOL 40.00 X 624664 0 35942 PATRICIA NEVILLE DIRECTOR OF FINANCE & OPERATIONS 40.00 X 234790 0 24341 ALICE MOORE DIRECTOR OF LOWER SCHOOL 40.00 X 229500 0 26127 YUKIKO MEADOWS DIRECTOR OF ADVANCEMENT 40.00 X 204000 0 21975 SHEENA TART-ZELVIN DIRECTOR OF UPPER SCHOOL 40.00 X 178398 0 16729 NATALIE MAST DIRECTOR OF ADMISSIONS 40.00 X 158110 0 17051 RENITA LIVOLSI DIRECTOR OF DIVERSITY AND INCLUSION 40.00 X 153000 0 19207 FRANCES YANG DIRECTOR OF CURRICULUM AND INNOV. 40.00 X 146280 0 15982 ANTHONY SABEDRA INSTRUCTOR 40.00 X 140737 0 22476 TAMMI ABAD INSTRUCTOR 40.00 X 148730 0 18515 2218209 0 218345 50 0 1 0 ACRE GOURMET INC PO BOX 29116 SAN FRANCISCO CA 94129 FOOD SERVICES 889673 HINES BUILDING MANAGEMENT 91 LOST LAKE LANE CAMPBELL CA 95008 BUILDING MAINTENANCE 721126 MHG INC 91 LOST LAKE LANE CAMPBELL CA 95008 SECURITY OFFICE SERVICES 384065 PLANT CONSTRUCTION COMPANY LP 300 NEWHALL STREET SAN FRANCISCO CA 94124 CONSTRUCTION SERVICES 261375 COOKE AND ASSOCIATES INC 4101F DUBLIN BLVD 337 DUBLIN CA 94568 SECURITY OFFICE SERVICES 157700 6 292468 2746549 222128 3039017 TUITION & FEES 611600 16334008 16334008 AUXILIARY PROGRAM REVENUE 611600 375487 375487 16709495 1118365 1118365 1427792 977679 450113 450113 450113 35975 292468 162818 -126843 -126843 21190147 16709495 0 1441635 2915479 2915479 1582864 597089 651368 334407 7863769 6500838 1052242 310689 373561 278562 68907 26092 1196569 892273 220718 83578 322254 223110 78246 20898 60318 60318 139412 139412 347279 347279 555616 322357 220341 12918 159804 84941 66907 7956 273056 230316 31001 11739 1891018 1410118 348816 132084 227678 103636 119295 4747 153599 153599 1183859 882795 218374 82690 180213 923 179290 FOOD AND SNACKS 989701 765766 147978 75957 STUDENT ACTIVITIES 181340 181340 CHILDCARE & AFTERSCHOOL 165317 165317 CURRICULUM MATERIALS 118450 118450 630049 354602 6395 269052 21511205 16027912 4110486 1372807 5374992 6291406 5761302 1728580 554936 493562 8476489 7059920 149190 109807 43760899 17534262 27281778 26226637 26293029 25448147 6629910 6343915 80521626 73701974 2216585 1675879 14272248 14291342 6149896 5973173 22638729 21940394 X 45975426 41208228 11907471 10553352 57882897 51761580 80521626 73701974 -321058 -5800259 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 27520873 321957 -4383950 633655 22825225 21815996 325443 6209434 830000 27520873 20906078 1265622 417296 773000 21815996 19235431 1338934 1021713 690000 20906078 16382037 2221795 1131599 500000 19235431 0.70682 0.29318 0.00000 0 0 1443556 1443556 39356791 14963850 24392941 2527392 2273620 253772 433160 296792 136368 26226637 CANYON VALUE REALIZATION FUND LTD. 605075 F TACONIC OPPORTUNITY OFFSHORE FUND, LTD. 641004 F THIRD POINT OFFSHORE FUND, LTD. 699442 F PAMF SPECIAL INVESTMENTS, LTD. 787 F BLACKSTONE PARTNERS OFFSHORE FUND LTD. 1948317 F CCI CORE BOND FUND 2449290 F 6343915 X 12272890 -5800259 -2967133 -8767392 21040282 149865 149865 21190147 18394207 0 18394207 149865 2967133 3116998 21511205 PART V, LINE 4: THE SCHOOL INTENDS TO USE ITS ENDOWMENT EARNINGS TO SUPPORT ITS PROGRAMS. BURKE'S STRATEGI C PLAN, AVAILABLE ON ITS WEB SITE, AS ITS FIRST GOAL STATES: "BURKE'S WILL BUILD AN INNOVATIVE AND TRANSFORMATIVE EDUCATIONAL ENVIRONMENT SO THAT STUDENTS THRIVE AS LEARNERS, DEVELOP A STRONG SENSE OF SELF, CONTRIBUTE TO COMMUNITY AND FULFILL THEIR POTENTIAL." IT CONTINUES: "BURKE'S WILL ENHANCE SOCIAL/EMOTIONAL, MULTICULTURAL AND SERVICE-LEARNING CURRICULUMS THAT CELEBRATE AND DEVELOP EACH GIRL'S SENSE OF SELF AND PLACE IN THE BURKE'S COMMUNITY AND IN THE WORLD BEYOND THE GATES OF THE SCHOOL. BURKE'S WILL CREATE A DIVERSITY TASK FORCE TO RESEARCH AND DEVELOP A THREE-PRONGED APPROACH OF RECRUITMENT, ENROLLMENT, AND INCLUSION TO ENSURE THAT THE SCHOOL CONTINUES TO REFLECT THE RICH DIVERSITY OF THE BAY AREA IN THE STUDENT BODY, FACULTY AND STAFF." PART X, LINE 2: THE SCHOOL IS A TAX-EXEMPT ORGANIZATION UNDER INTERNAL REVENUE SERVICE CODE SECTION 501(C)(3) AND 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 ASSISTANCE RECLASSIFIED TO EXPENSES -2,915,479. PARENTS ASSOCIATION EXPENSES -51,654. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL ASSISTANCE RECLASSIFIED TO EXPENSES 2,915,479. PARENTS ASSOCIATION EXPENSES 51,654. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 SCHEDULE E, PART I, LINE 3 THE NON-DISCRIMINATORY NOTICE IS PUBLISHED ON THE SCHOOL'S WEBSITE. FESTIVAL 98430 98430 48934 56400 23051 119 BENEFIT AUCTION 230013 194038 35975 3602 8674 5326 8350 8362 328443 292468 35975 3602 57608 61726 31401 8481 162818 -126843 1 FINANCIAL ASSISTANCE 101 2915479 0 PART I, LINE 2: KATHERINE DELMAR BURKE SCHOOL OFFERS NEED-BASED FINANCIAL ASSISTANCE. NEED-BASED FINANCIAL ASSISTANCE IS THE DIFFERENCE BETWEEN A FAMILY'S RESOURCES AND THE COST OF A STUDENT'S EDUCATIONAL EXPENSES. BURKE'S AND OTHER INDEPENDENT SCHOOLS USE THE PARENTS' FINANCIAL STATEMENT (PFS) FROM THE TADS (TUITION AID DATA SERVICES) TO PERFORM A STANDARDIZED CALCULATION TO DETERMINE NEED. RECORDS ARE MAINTAINED ON ALL FINANCIAL ASSISTANCE APPLICATIONS AND FUNDS AWARDED TO STUDENTS. X X 0 0 X X X X 0 0 0 0 0 0 0 0 0 MICHELE WILLIAMS HEAD OF SCHOOL 330000 0 0 0 294664 0 15250 0 20692 0 660606 0 33839 0 PATRICIA NEVILLE DIRECTOR OF FINANCE & OPERATIONS 234790 0 0 0 0 0 11740 0 12601 0 259131 0 0 0 ALICE MOORE DIRECTOR OF LOWER SCHOOL 229500 0 0 0 0 0 11475 0 14652 0 255627 0 0 0 YUKIKO MEADOWS DIRECTOR OF ADVANCEMENT 204000 0 0 0 0 0 10200 0 11775 0 225975 0 0 0 SHEENA TART-ZELVIN DIRECTOR OF UPPER SCHOOL 178398 0 0 0 0 0 8920 0 7809 0 195127 0 0 0 NATALIE MAST DIRECTOR OF ADMISSIONS 158110 0 0 0 0 0 7906 0 9145 0 175161 0 0 0 RENITA LIVOLSI DIRECTOR OF DIVERSITY AND INCLUSION 153000 0 0 0 0 0 7650 0 11557 0 172207 0 0 0 TAMMI ABAD INSTRUCTOR 148730 0 0 0 0 0 7436 0 11079 0 167245 0 0 0 ANTHONY SABEDRA INSTRUCTOR 140737 0 0 0 0 0 6788 0 15688 0 163213 0 0 0 FRANCES YANG DIRECTOR OF CURRICULUM AND INNOV. 146280 0 0 0 0 0 2860 0 13122 0 162262 0 0 0 PART I, LINE 1A THE SCHOOL HAS A HOUSE SPECIFICALLY FOR THE PURPOSE OF PROVIDING HOUSING FOR THE HEAD OF SCHOOL. THE HEAD OF SCHOOL IS REQUIRED TO USE THIS HOUSE FOR ENTERTAINING BOARD MEMBERS, EMPLOYEES, ALUMNI, AND DONORS OF THE SCHOOL. HER PERSONAL USE OF THE PROPERTY IS REPORTED AS TAXABLE INCOME EACH YEAR BASED ON AN ANNUAL ASSESSMENT OF THE PROPERTY'S FAIR MARKET VALUE. THE HEAD OF SCHOOL HAS AN EMPLOYMENT CONTRACT WHICH PROVIDES FOR GROSSED-UP TUITION REIMBURSEMENT PAYMENTS AND A RESIDENCE FOR PERSONAL USE. A CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY 352273601 13067RBD4 2010-11-17 10185000 REFINANCE 0 0 0 A 4015791 10118798 118798 10000000 2010 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 A 1 0 1 JPMORGAN CHASE 27.000000000000 0 1 0 0 0 A 1 32431 TUITION ASSISTANCE FINANCIAL AID 28584 TUITION ASSISTANCE FINANCIAL AID X 8 222128 FMV 1 0 1 0 PART I, COLUMN (B): THE NUMBER REFLECTS THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION B, LINE 11B THE DIRECTOR OF FINANCE AND OPERATIONS AND THE CONTROLLER FOWARD A COMPLETE COPY OF THE FORM 990 TO THE TREASURER OF THE BOARD OF TRUSTEES AND THE HEAD OF SCHOOL FOR THEIR REVIEW PRIOR TO FILING. ANY QUESTIONS ARE ADDRESSED BY THE DIRECTOR OF FINANCE AND OPERATIONS, CONTROLLER, AND/OR THE ACCOUNTING FIRM. QUESTION 11A OF PART VI IS MARKED "NO". THE FORM 990 REVIEWED AND APPROVED BY EACH BOARD MEMBER DURING THE ANNUAL PROCESS DID NOT HAVE THE SCHEDULE B DUE TO THE SENSITIVITY OF THE INFORMATION ON THE SCHEDULE. FORM 990, PART VI, SECTION B, LINE 12C COMPLIANCE WITH THE SCHOOL'S CONFILICT OF INTEREST POLICY IS MONITORED AND REVIEWED BY THE BOARD OF TRUSTEES. POLICY IS APPLIED TO ALL TRUSTEES AND EMPLOYEES. EACH VOTING MEMBER OF THE BOARD OF TRUSTEES COMPLETES AN ANNUAL CONFLICT OF INTEREST DISCLOSURE. CONFLICTS ARE DISCUSSED WITH THE COMMITTEE CHAIR OR EXECUTIVE COMMITTEE. CONFLICTS ARISING FROM DISCLOSURE REQUIREMENTS ARE DOCUMENTED ON THE DISCLOSURE FORM. INDIVIDUALS WITH CONFLICTS ARE RECUSED FROM VOTING. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION TO THE HEAD OF SCHOOL AND OTHER KEY MANAGEMENT EMPLOYEES IS BENCHMARKED TO OTHER K-8 INDEPENDENT SCHOOLS OF SIMILAR SIZE IN THE SAN FRANCISCO BAY AREA. DATA IS USED FROM THREE SOURCES: (1) FEDERAL FORM 990 (2) STATISTICS FROM NAIS (NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS) (3) STATISTICS FROM ISBOA (INDEPENDENT SCHOOLS BUSINESS OFFICERS ASSOCIATION). THE BOARD PERFORMS A FORMAL ASSESSMENT OF THE HEAD'S PERFORMANCE ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FORM 990 (PUBLIC VERSION) AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF TIME SET FORTH IN SEC 6104(D).