2022-05-13T18:07:24-05:00 2021-06-30 941254756 HOOD & STRONG LLP 275 BATTERY STREET STE 900 SAN FRANCISCO CA 94111 990 2020-07-01 941393894 THE HAMLIN SCHOOL HAML 4159220300 2120 BROADWAY STREET SAN FRANCISCO CA 941151329 ALLISON GOODSON CHIEF FINANCIAL OFFICER 4159220300 2022-05-10 1 ALLISON GOODSON 999009999 MAGA E KISRIEV P01008919 4157810793 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z WANDA HOLLAND GREENE 2120 BROADWAY STREET SAN FRANCISCO CA 941151329 33090683 0 X WWW.HAMLIN.ORG X 1896 CA TO EDUCATE GIRLS AND YOUNG WOMEN TO MEET THE CHALLENGES OF THEIR TIME. 29 29 175 400 0 0 28512549 13956000 16189099 16759048 412442 1336792 665639 724673 45779729 32776513 2390152 2400514 0 0 12505571 12780087 0 0 1361810 7226505 6435580 22122228 21616181 23657501 11160332 103607745 127032508 24650708 31012087 78957037 96020421 X 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. 0 0 17128008 2326746 16352571 OUR K-8 EDUCATIONAL PROGRAM SERVES APPROXIMATELY 430 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. 473536 69268 226009 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. 122009 0 152568 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. 42654 4500 27900 HAMLIN'S SCHOOL BREAK AND SUMMER CAMPS OFFER CHILDCARE AND ENRICHMENT TO OVER 150 STUDENTS WHEN SCHOOL IS NOT IN SESSION. OUR SUMMER CAMPS INCLUDE TRADITIONAL DAY CAMPS, SPECIALTY CAMPS AND A LEADERSHIP PROGRAM FOR MIDDLE SCHOOL STUDENTS. 42654 4500 27900 17766207 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 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 74 0 1 175 1 0 0 0 0 0 0 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 1 0 CA X ANN KUNG DIRECTOR OF ACCOUNTING 4156745454 2120 BROADWAY STREET SAN FRANCISCO CA 941151329 SCOTT GILBERTSON BOARD CHAIR 1.00 X X 0 0 0 ALLISON THORESON BHUSRI VICE CHAIR 1.00 X X 0 0 0 JESSICA SPALY VICE CHAIR 1.00 X X 0 0 0 MARGIT WENNMACHERS SECRETARY 1.00 X X 0 0 0 NICHOLAS WERNER TREASURER 1.00 X X 0 0 0 ANN AKICHIKA TRUSTEE 1.00 X 0 0 0 MONICA ANDREWS TRUSTEE 1.00 X 0 0 0 WILLIAM BARTLETT TRUSTEE 1.00 X 0 0 0 MICHAEL BOBROFF TRUSTEE 1.00 X 0 0 0 SAPNA BOZE TRUSTEE 1.00 X 0 0 0 SHANNON CADILE TRUSTEE 1.00 X 0 0 0 ROBERT DEVENS TRUSTEE 1.00 X 0 0 0 NIMA FARZAN TRUSTEE 1.00 X 0 0 0 JANE GAITO TRUSTEE 1.00 X 0 0 0 BIANCA GATES TRUSTEE 1.00 X 0 0 0 CATHERINE GOULET TRUSTEE 1.00 X 0 0 0 NALINI KOTAMRAJU TRUSTEE 1.00 X 0 0 0 KELSEY LAMOND TRUSTEE 1.00 X 0 0 0 MAX LEVCHIN TRUSTEE 1.00 X 0 0 0 RICHARD LINDER TRUSTEE 1.00 X 0 0 0 SUSAN LOWENBERG TRUSTEE 1.00 X 0 0 0 BORIS PUTANEC TRUSTEE 1.00 X 0 0 0 REBECCA SAROYAN ROBBINS TRUSTEE 1.00 X 0 0 0 RIYAD SHAHJAHAN TRUSTEE 1.00 X 0 0 0 SANJAY SHAMDASANI TRUSTEE 1.00 X 0 0 0 CATHERINE STEINER-ADAIR TRUSTEE 1.00 X 0 0 0 MARGARET WADHWANI TRUSTEE 1.00 X 0 0 0 BROOKS WALKER III TRUSTEE 1.00 X 0 0 0 PHOEBE WHITE TRUSTEE 1.00 X 0 0 0 WANDA HOLLAND GREENE HEAD OF SCHOOL 40.00 X 542013 0 69573 ALLISON GOODSON CFO 40.00 X 199549 0 13350 LAUREN THORNHILL EX DIR OF INSTITUTIONAL ADVANCEMENT 40.00 X 172558 0 35279 ANN KUNG DIR OF ACCOUNTING/HR MANAGER 40.00 X 168428 0 27546 KELSEY SCHOEDER MIDDLE SCHOOL DIVISION HEAD 40.00 X 163727 0 13350 MARK PICKETTS DIR OF PROGRAMS 40.00 X 157827 0 28113 WILLOW HAGGE DIR OF OPERATIONS 40.00 X 129870 0 31278 1533972 0 218489 29 0 1 0 HERRERO BUILDERS 2100 OAKDALE AVENUE SAN FRANCISCO CA 94124 CONSTRUCTION SERVICES 5742619 ACRE GOURMENT INC PO BOX 29116 SAN FRANCISCO CA 94129 LUNCH/CATERING 806589 MARK CAVAGNERO ASSOCIATES 1045 SANSOME STREET 200 SAN FRANCISCO CA 94111 ARCHITECTURAL SERVICES 641853 EARL FARNSWORTH EXPRESS 2111 FRANCISCO BLVD EAST SAN RAFAEL CA 94901 MOVING & STORAGE SERVICES 145909 NATHAN PETER DUNN 618 LAS COLINDAS ROAD SAN RAFAEL CA 94903 PROJECT MANAGEMENT 136424 8 11307 13944693 1674450 13956000 TUITION FEES 611710 16352571 16352571 AFTER SCHOOL PROGRAMS 611710 406477 406477 16759048 96090 96090 1240702 0 1240702 1240702 1240702 1038843 11307 314170 724673 724673 32776513 16759048 0 2061465 2400514 2400514 784030 189753 404524 189753 9232092 7557239 1061954 612899 501572 363835 99889 37848 1566735 1306970 173679 86086 695658 550894 100704 44060 173977 173977 88708 88708 781 781 465862 395186 70676 202411 31387 171024 107143 36918 65985 4240 300261 240209 30026 30026 2397712 2300570 48571 48571 473124 378500 47312 47312 679378 543502 67938 67938 220528 176422 22053 22053 STUDENT LUNCH PROGRAM 699370 699370 SCHOOL ACTIVITIES 543350 543350 PROFESSIONAL DUES/CONFE 48887 48887 AFTER SCHOOL SPECIALIST 34088 34088 21616181 17766207 2488164 1361810 7953618 23043462 36882516 10169505 2624138 6991737 27153 65617 767541 913063 62488149 10962343 30506521 51525806 23960632 33591085 885626 732233 103607745 127032508 2092681 8554675 6674268 7071408 15883759 15386004 24650708 31012087 X 17589623 18959977 61367414 77060444 78957037 96020421 103607745 127032508 X 11160332 6023572 -120520 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16547315 3098825 3970172 576680 23039632 16190863 319084 613477 576109 16547315 16200477 345206 164598 519418 16190863 15712784 188100 844467 544874 16200477 13616000 1138662 1485428 527306 15712784 0.29170 0.09520 0.61310 0 0 12368393 12368393 19234224 9815220 9419004 1869192 1147123 722069 29016340 29016340 51525806 X 36242289 6023572 -35981 5987591 30254698 781 2521034 2521815 32776513 19214886 0 19214886 781 2400514 2401295 21616181 PART V, LINE 4: THE INCOME FROM BOARD DESIGNATED ENDOWMENT FUNDS ARE INTENDED TO BE EXPENDED FOR GENERAL OPERATIONS. THE BOARD HAS ALSO ESTABLISHED DESIGNATED FUNDS FOR OPERATIONS AND BUILDINGS. THE SCHOOL CLASSIFIES AS PERMANENTLY RESTRICTED NET ASSETS A) THE ORIGINAL VALUE OF GIFTS DONATED TO THE PERMANENT ENDOWMENT, B) THE ORIGINAL VALUE OF SUBSEQUENT GIFTS TO THE PERMANENT ENDOWMENT, AND C) ACCUMULATIONS TO THE PERMANENT 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 PERMANENTLY RESTRICTED NET ASSETS IS CLASSIFIED AS TEMPORARILY RESTRICTED NET ASSETS 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 TAX 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 -35,981. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID NETTED AGAINST REVENUE ON FINANCIAL STATEMENTS 2,400,514. LOSSES ON UNCOLLECTIBLE PLEDGES FROM PRIOR YEARS 120,520. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID NETTED AGAINST REVENUE ON FINANCIAL STATEMENTS 2,400,514. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 A NOTICE OF THE NON-DISCRIMINATORY POLICY IS STATED ON THE SCHOOL WEBSITE ON THE ADMISSIONS PROCESS WEBPAGE. SPRING FUNDRAISER 528336 528336 11395 11395 1250 12172 GOLF 274720 9625 265095 21210 15383 2975 3 247094 1682 245412 38574 44225 155591 1050150 11307 1038843 32605 65352 48450 167763 314170 724673 1 FINANCIAL AID 88 2400514 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. X 1 1 X X X 0 0 0 0 0 0 0 0 0 WANDA HOLLAND GREENE HEAD OF SCHOOL 460226 0 0 0 81787 0 25650 0 43923 0 611586 0 0 0 ALLISON GOODSON CFO 199549 0 0 0 0 0 0 0 13350 0 212899 0 0 0 LAUREN THORNHILL EX DIR OF INSTITUTIONAL ADVANCEMENT 172558 0 0 0 0 0 15856 0 19423 0 207837 0 0 0 ANN KUNG DIR OF ACCOUNTING/HR MANAGER 168428 0 0 0 0 0 15322 0 12224 0 195974 0 0 0 MARK PICKETTS DIR OF PROGRAMS 157827 0 0 0 0 0 14763 0 13350 0 185940 0 0 0 KELSEY SCHOEDER MIDDLE SCHOOL DIVISION HEAD 163727 0 0 0 0 0 0 0 13350 0 177077 0 0 0 WILLOW HAGGE DIR OF OPERATIONS 129870 0 0 0 0 0 11855 0 19423 0 161148 0 0 0 PART I, LINE 1A 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. A CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY 352273601 000000000 2013-11-15 16932000 REFINANCE "2007 BONDS; ACQUISITION AND DEVELOPMENT OF ADJACENT PROPERTY 1 0 0 A 16932000 16932000 16736680 195320 2015 0 1 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 0 0 0 0 0 1 A 0 X 30 1674450 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THIS COLUMN REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED, NOT THE NUMBER OF ITEMS CONTRIBUTED. 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. 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: LOSSES ON UNCOLLECTIBLE PLEDGES FROM PRIOR YEARS -120,520.