2022-04-27T16:20:23-05:00 2021-06-30 410746749 CLIFTONLARSONALLEN LLP 2210 EAST ROUTE 66 GLENDORA CA 91740 990 2020-07-01 941201211 PRESIDIO HILL SCHOOL PRES 4157519318 3839 WASHINGTON STREET SAN FRANCISCO CA 94118 TONY MORGAN DIRECTOR OF FINANCE 4157519318 2022-04-27 1 TONY MORGAN 999009999 WADE MCMULLEN P00541671 6268577300 2022-04-12 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z LISA JELI 3839 WASHINGTON STREET SAN FRANCISCO CA 94118 9201443 0 X WWW.PRESIDIOHILL.ORG X 1918 CA HELP CHILDREN DISCOVER AND DEVELOP THEIR FULL POTENTIAL. 21 18 65 40 0 0 646022 1408046 7657902 7548495 56718 102788 150879 135396 8511521 9194725 1381646 1681950 0 0 4694220 5154769 0 0 21545 2213742 2074678 8289608 8911397 221913 283328 22873885 22451927 12372711 11667425 10501174 10784502 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 7470141 1681950 7550066 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 215 TK-8TH GRADE STUDENTS. 123664 91329 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. 7593805 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 31 0 1 65 1 0 0 0 0 0 0 0 0 0 0 0 0 X 21 18 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 X TONY MORGAN - DIRECTOR OF FINANCE 4157519318 3839 WASHINGTON STREET SAN FRANCISCO CA 94118 LISA JELI HEAD OF SCHOOL 40.00 X X 279375 0 27466 CHARLES ANTHONY TONY MORGAN DIRECTOR OF FINANCE AND OP 40.00 X 195881 0 21135 JAMES WYGANT MIDDLE SCHOOL DIRECTOR 40.00 X 125240 0 18070 JAVIER PEREZ-VELEZ DIRECTOR OF TECHNOLOGY 40.00 X 120930 0 19412 KELLY DEES DIRECTOR OF ADMISSION AND 40.00 X 120263 0 16504 ANTHONY CIFRA LOWER SCHOOL DIRECTOR 40.00 X 121100 0 14476 ELOISA PULASKI MIDDLE SCHOOL SPANISH TEACHER 40.00 X 102746 0 19029 TAYLOR GERARD FACULTY TRUSTEE 3.00 X 72314 0 9691 SUSAN ANDREWS TRUSTEE 3.00 X 450 0 0 MATTHEW NATHAN BOARD CO-CHAIR 8.00 X X 0 0 0 MICHELLE CHAN BOARD CO-CHAIR 8.00 X X 0 0 0 TODD DARLING TREASURER 3.00 X 0 0 0 NICOLE LAVALLEE SECRETARY 3.00 X 0 0 0 STEPHANIE ASSANG TRUSTEE 3.00 X 0 0 0 NOAH BERLAND TRUSTEE 3.00 X 0 0 0 WENDY HORNG BRAWER TRUSTEE 3.00 X 0 0 0 BRANDON CHERRY TRUSTEE 3.00 X 0 0 0 ERIN COONEY TRUSTEE 3.00 X 0 0 0 SEEMA DALA 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 CATHERINE LEE TRUSTEE 3.00 X 0 0 0 CHUNG-MAN TAM TRUSTEE 3.00 X 0 0 0 KAI ZHANG TRUSTEE 3.00 X 0 0 0 KIM YING WALSH TRUSTEE 3.00 X 0 0 0 LINDA PETERS TRUSTEE 3.00 X 0 0 0 AUDREY YEE TRUSTEE 3.00 X 0 0 0 1138299 0 145783 8 0 1 0 HOI'S CONSTRUCTION 2246 JERROLD AVE 6 SAN FRANCISCO CA 94124 MAPLE THIRD FLOOR BUILDOUT 344328 KNOWING TECHNOLOGIES 21528 S EL CAMINO REAL UNIT 307 SAN FRANCISCO CA 94402 IT SERVICES 110713 2 794300 613746 1408046 TUITION AND FEES 611600 7548495 7548495 7548495 102788 102788 49214 6718 42496 42496 MISCELLANEOUS INCOME 611710 92900 92900 92900 9194725 7641395 0 145284 1681950 1681950 643505 550000 93505 3621173 3101154 520019 139158 116140 23018 448894 376764 72130 302039 260959 41080 56908 56908 22129 22129 323855 59760 264095 6428 3913 2515 187489 100702 83851 2936 79458 75485 3973 282756 264823 17933 323373 307204 16169 491740 467153 24587 73056 69403 3653 BOOKS AND SUPPLIES 86444 86444 AFTER SCHOOL PROGRAM 41736 41736 FIELD TRIP EXPENSES 5761 5761 ADMISSIONS, SUBSCRIPTIO 3000 3000 90545 28367 46084 16094 8911397 7593805 1296047 21545 5113016 4763540 1249833 610680 10909 45940 89493 68034 60773 23495869 7584102 16010080 15911767 376073 1015674 22873885 22451927 75369 62988 2981889 3309203 8096153 7895234 425000 400000 794300 12372711 11667425 X 8792439 9246123 1708735 1538379 10501174 10784502 22873885 22451927 283328 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1217587 3950 231557 384 1453094 1095650 110100 12373 536 1217587 95650 1000000 638 638 1095650 95650 512 512 95650 95650 512 512 95650 0.06000 0.77000 0.17000 0 0 5275000 5275000 17005946 6447535 10558411 1214923 1136567 78356 15911767 X 7519493 -1681950 -1681950 9201443 -6718 -6718 9194725 7236165 6718 6718 7229447 1681950 1681950 8911397 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. 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. IT IS ALSO PUBLISHED IN THE SAN FRANCISCO CHRONICLE ALONG WITH OTHER SCHOOLS INCLUDED IN THE SAN FRANCISCO BAY AREA IN ASSOCIATION WITH THE CALIFORNIA INDEPENDENT SCHOOL BUSINESS OFFICERS ASSOCIATION (CAL-ISBOA). SCHEDULE E, PART I, LINE 6 THE SCHOOL RECIEVED PPP LOAN FORGIVENESS FROM THE US SMALL BUSINESS ADMINISTRATION. WALK-A-THON 49214 49214 6718 49214 49214 6718 6718 42496 1 SCHOLARSHIP/FINANCIAL AID 63 1681950 FMV FINANCIAL AID TO STUDENTS PART I, LINE 2: ASSISTANCE TO INDIVIDUALS IS EXCLUSIVELY FOR SCHOLARSHIP REDUCTIONS IN TUITION AND FEES. X X 0 0 0 0 0 0 0 0 0 LISA JELI HEAD OF SCHOOL 279375 0 0 0 0 0 13969 0 13497 0 306841 0 0 0 CHARLES ANTHONY TONY MORGAN DIRECTOR OF FINANCE AND OP 195881 0 0 0 0 0 9794 0 11341 0 217016 0 0 0 PART I, LINE 3 THE EXECUTIVE COMMITTEE OF THE BOARD NEGOTIATES THE EMPLOYMENT CONTRACT WITH THE BOARD CHAIR, HEAD OF SCHOOL, OR DIRECTOR OF FINANCE AND OPERATIONS. A CALIFORNIA STATEWIDE DEVELOPMENT AUTHORITY 680164610 NONEAVAIL 2014-12-01 9290000 REFINANCING DEBT RELATED TO PROPERTY DEVELOPMENT FOR FACILITIES 0 1 0 A 1194202 9290000 104823 9290000 2015 0 0 1 1 A 1 0 0 0 0 0 0 A 1 0 0 0 0 0 A 0 ARGUELLO PARTNERS LLC TRUSTEE MEMBERS PURCHASE OF PROPERTY FOR THE SCHOOL X 6500000 400000 0 1 1 400000 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 25TH 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 25TH PERCENTILE BY THE INDIVIDUALS THIRD YEAR IN THE ROLE. TO DO THIS, THEY USE ANONYMIZED DATA FOUND ON THE ANNUAL ISBOA SURVEY, WHICH GIVES A PERCENTILE RANGE FOR EACH POSITION. THIS PEER DATA IS COMPOSED OF SAND 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 ISBOA SURVEY. 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. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGE FROM PRIOR YEAR.