2021-03-09T18:22:17-06:00 2020-05-31 271155496 ROBERT LEE & ASSOCIATES LLP 999 W TAYLOR STREET STE A SAN JOSE CA 95126 990 2019-06-01 941613808 THE HARKER SCHOOL HARK 4085535770 4525 UNION AVE SAN JOSE CA 95124 MARTY BRADFORD CFO 4085335770 2021-03-09 1 SCOTT R SMEAD P01208759 4088556770 2019 2022-09-23 18:48:47Z BRIAN YAGER 4525 UNION AVE SAN JOSE CA 95124 113264638 0 X WWW.HARKER.ORG X 1965 CA COLLEGE PREP EDUCATION WITH EMPHASIS ON KINDNESS, RESPECT AND INTEGRITY. 13 8 1020 600 0 0 6910533 7777836 99566680 102242303 1860705 1994837 -11830 774259 108326088 112789235 9026497 8894394 0 0 54647539 56673333 0 0 2003355 26175616 25857783 89849652 91425510 18476436 21363725 216128290 231890385 49842454 42235585 166285836 189654800 THE SCHOOL'S MISSION IS TO EDUCATE STUDENTS FOR SUCCESS AT COLLEGE AND BEYOND, AND TO FOSTER KINDNESS, RESPECT AND INTEGRITY WITHIN A SAFE AND NURTURING ENVIRONMENT. 0 0 76799842 8894394 102288187 THE HARKER SCHOOL IS A COEDUCATIONAL, INDEPENDENT, COLLEGE-PREPARATORY DAY SCHOOL SERVING STUDENTS IN PRE-SCHOOL-12TH GRADE. THE SCHOOL'S GOAL IS TO DEVELOP LIFELONG LEARNERS AND WELL-ROUNDED GLOBAL CITIZENS. THROUGH COMPREHENSIVE ACADEMIC AND CHARACTER DEVELOPMENT PROGRAMS, THE HARKER SCHOOL PROVIDES A CHALLENGING AND BALANCED EDUCATION FOR COLLEGE-BOUND STUDENTS. 76799842 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 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 1 210 0 1020 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X MARTY BRADFORD 4085535770 4525 UNION AVENUE SAN JOSE CA 95124 SALLY ANDERSON SECRETARY OF THE BOARD 10.00 X X 0 0 0 LYNETTE STAPLETON TRUSTEE AND PICNIC COORDIN 35.00 X 56318 0 16537 MARIE CLIFFORD TRUSTEE 5.00 X 0 0 0 ALBERT ZECHER CHAIRMAN OF THE BOARD 5.00 X 0 0 0 BECKY COX TRUSTEE 5.00 X 0 0 0 WINSTON CHEN TRUSTEE 5.00 X 0 0 0 LINDA SABEH TRUSTEE 5.00 X 0 0 0 HUALI CHAI STANEK TRUSTEE 5.00 X 0 0 0 STEVE LAJALA TRUSTEE 5.00 X 0 0 0 JOHN B OWENS TRUSTEE 5.00 X 0 0 0 SURBHI SARNA TRUSTEE 5.00 X 0 0 0 SATISH DHARMARAJ TRUSTEE 5.00 X 0 0 0 BRIAN YAGER HEAD OF SCHOOL 50.00 X 498274 0 59822 MARTIN BRADFORD CHIEF FINANCIAL OFFICER 50.00 X 289050 0 48272 GREG LAWSON ASST. TO HEAD NON ACADEMIC 50.00 X 228484 0 44481 JOSEPH ROSENTHAL DIRECTOR OF ELI AND SUMMER 50.00 X 169933 0 23371 JENNIFER GARGANO ASST. HEAD OF SCHOOL 50.00 X 329730 0 32146 SAMUEL KELLER HEAD OF UPPER SCHOOL 50.00 X 231807 0 33771 KIMBERLY LOBE DIRECTOR OF ADVANCEMENT 50.00 X 221414 0 31311 SARAH J LEONARD EMPLOYEE 40.00 X 217311 0 27873 ANITA CHETTY EMPLOYEE 40.00 X 185277 0 32939 KRISTIN GIAMMONA EMPLOYEE 40.00 X 180969 0 48621 LAURA LANG-REE EMPLOYEE 40.00 X 179199 0 27931 EVAN BARTH EMPLOYEE 40.00 X 174291 0 37638 2962057 0 464713 12 0 1 0 DEVCON CONSTRUCTION INC 690 GIBRALTAR DRVIE MILPITAS CA 95035 CONSTRUCTION SERVICES 1832603 ACADEMIC EXPEDITIONS INC PO BOX 1579 NEW YORK NY 10159 TRAVEL SERVICES 755815 ACCOUNTING MICRO SYSTEMS INC 1700 MONTGOMERY ST SAN FRANCISCO CA 94111 CONSULTING SERVICES 246499 WORLD PROJECTS CORPORATION 110 E D ST SUITE K BENICIA CA 94510 TRAVEL SERVICES 220517 PAYCOM 7501 W MEMORIAL RD OKLAHOMA CITY OK 73142 PAYROLL FEES 210314 5 7777836 400659 7777836 TUITION AND FEES 611600 102241653 102241653 OTHER INCOME 611710 650 650 102242303 1954724 1954724 751741 0 751741 751741 751741 400969 73689 406740 27805 -5771 45884 40113 45884 -5771 63376 40858 22518 22518 112789235 102288187 0 2723212 8894394 8894394 2383133 267109 1574607 541417 42374537 36651443 5204619 518475 8709244 7122804 1382326 204114 3206419 2644881 485079 76459 96654 96654 85773 85773 96201 96201 249370 179140 55648 14582 1376665 1135548 208517 32600 6508087 6175045 288013 45029 28777 5418 23359 293949 188457 94347 11145 650215 650215 5370286 4429703 813411 127172 418458 345167 63382 9909 OTHER DEPARTMENT EXPENS 3706502 3381089 206033 119380 OUTSIDE SERVICES 2573803 1866390 604887 102526 STUDENT TRIPS 2446332 2440819 5341 172 ACADEMICS/STUDENT RELAT 701517 701517 1255194 370918 683901 200375 91425510 76799842 12622313 2003355 7995768 794963 45855833 65454097 2110499 2014528 409879 53137 234619 207720 1306535 694781 186462057 53630064 131185811 132831993 26904046 29713866 125300 125300 216128290 231890385 7544677 10922915 14445936 7609868 27730260 23408657 121581 294145 49842454 42235585 X 165532098 188905241 753738 749559 166285836 189654800 216128290 231890385 21363725 2005239 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2662450 635166 378951 109682 3786249 1729102 697045 344278 107975 2662450 1696224 100042 90572 157736 1729102 1585118 92793 157736 139423 1696224 1161454 319062 139423 34821 1585118 0.80200 0.17190 0.02610 0 0 23248009 23248009 143368414 40011761 103356653 11545858 9458337 2087521 8299776 4159966 4139810 132831993 CAPITAL LEASE OBLIGATIONS 294145 294145 X 104003876 2005239 -1800003 205236 103798640 96201 8894394 8990595 112789235 80634912 0 80634912 96201 10694397 10790598 91425510 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT CONSISTS OF INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. PART X, LINE 2: THE ORGANIZATION EVALUATES ITS UNCERTAIN TAX POSITIONS AND WILL RECOGNIZE A LOSS CONTINGENCY 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. THE AMOUNT RECOGNIZED IS SUBJECT TO ESTIMATE AND MANAGEMENT JUDGMENT WITH RESPECT TO THE LIKELY OUTCOME OF EACH UNCERTAIN TAX POSITION. THE AMOUNT THAT IS ULTIMATELY SUSTAINED FOR AN INDIVIDUAL UNCERTAIN TAX POSITION OR FOR ALL UNCERTAIN TAX POSITIONS IN THE AGGREGATE COULD DIFFER FROM THE AMOUNT RECOGNIZED. AS OF MAY 31, 2020, MANAGEMENT DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: LOSS ON TERMINATION OF FACULITY LEASE -1,800,000. ROUNDING -3. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS RECORDED IN THE AUDITED FINANCIAL STATEMENTS AS NET OF REVENUES 8,894,394. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS RECORDED IN THE FINANCIAL STATEMENTS AS NET OF REVENUES 8,894,394. LOSS ON TERMINATION OF FACULITY LEASE 1,800,000. ROUNDING 3. 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 HARKER SCHOOL ADMITS STUDENTS OF ANY RACE, COLOR, NATIONAL AND ETHNIC ORIGIN TO ALL THE RIGHTS, PRIVILEGES, AND ACTIVITIES GENERALLY ACCORDED OR MADE AVAILABLE TO STUDENTS AT THE SCHOOL. IT DOES NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, NATIONAL AND ETHNIC ORIGIN IN ADMINISTRATION OF ITS EDUCATIONAL POLICIES, ADMISSION POLICIES, SCHOLARSHIP AND LOAN PROGRAMS AND ATHLETIC OR OTHER SCHOOL ADMINISTERED PROGRAMS. SCHEDULE E, PART I, LINE 7 THE HARKER SCHOOL ADMITS STUDENTS OF ANY RACE, COLOR, NATIONAL AND ETHNIC ORIGIN TO ALL THE RIGHTS, PRIVILEGES, AND ACTIVITIES GENERALLY ACCORDED OR MADE AVAILABLE TO STUDENTS AT THE SCHOOL. IT DOES NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, NATIONAL AND ETHNIC ORIGIN IN ADMINISTRATION OF ITS EDUCATIONAL POLICIES, ADMISSION POLICIES, SCHOLARSHIP AND LOAN PROGRAMS AND ATHLETIC OR OTHER SCHOOL ADMINISTERED PROGRAMS. PICNIC 63376 63376 17923 14708 6255 1972 63376 63376 17923 14708 6255 1972 40858 22518 0 FINANCIAL AID AND STAFF TUITION REDUCTION. 272 8894394 FAIR MARKET VALUE X X 1 1 X X X X X X 0 1 0 0 0 0 0 0 0 BRIAN YAGER HEAD OF SCHOOL 373274 0 50000 0 75000 0 22400 0 37422 0 558096 0 0 0 MARTIN BRADFORD CHIEF FINANCIAL OFFICER 267904 0 20000 0 1146 0 21205 0 27067 0 337322 0 0 0 GREG LAWSON ASST. TO HEAD NON ACADEMIC 226961 0 0 0 1523 0 18096 0 26385 0 272965 0 0 0 JOSEPH ROSENTHAL DIRECTOR OF ELI AND SUMMER 168251 0 0 0 1682 0 13439 0 9932 0 193304 0 0 0 JENNIFER GARGANO ASST. HEAD OF SCHOOL 326025 0 0 0 3705 0 22400 0 9746 0 361876 0 0 0 SAMUEL KELLER HEAD OF UPPER SCHOOL 230813 0 0 0 994 0 18273 0 15498 0 265578 0 0 0 KIMBERLY LOBE DIRECTOR OF ADVANCEMENT 220420 0 0 0 994 0 4912 0 26399 0 252725 0 0 0 SARAH J LEONARD EMPLOYEE 211317 0 5000 0 994 0 16813 0 11060 0 245184 0 0 0 ANITA CHETTY EMPLOYEE 184825 0 0 0 452 0 14719 0 18220 0 218216 0 0 0 KRISTIN GIAMMONA EMPLOYEE 179989 0 0 0 980 0 14332 0 34289 0 229590 0 0 0 LAURA LANG-REE EMPLOYEE 178747 0 0 0 452 0 14033 0 13898 0 207130 0 0 0 EVAN BARTH EMPLOYEE 173311 0 0 0 980 0 13858 0 23780 0 211929 0 0 0 A ABAG FINANCE AUTHORITY FOR NONPROFIT CORPORATIONS 943130123 00037EDY9 1998-01-01 18230000 TO FINANCE THE FACILITY ACQUISITION, CONSTRUCTION, RENOVATION & EQUIPMENT 0 0 0 B ABAG FINANCE AUTHORITY FOR NONPROFIT CORPORATIONS 943130123 00037CLP3 2007-08-01 20000000 TO DEVELOP THE SCIENCE AND TECHNOLOGY CENTER 0 0 0 C CALIFORNIA MUNICIPAL FINANCE AUTHORITY REVENUE BOND 201563466 13048TPXO 2015-12-31 20000000 TO DEVELOP THE GYM AND THEATRE 0 0 0 A 18230000 270596 1998 0 0 0 1 B 20000000 450142 29717128 2008 0 0 0 1 C 20000000 364795 27457130 2006 0 0 0 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 0 0 A 0 B 0 C 0 X 61 211168 AVG HI/LOW GIFT DATE X COMPUTER HARDWARE 78 177874 FMV X HOSTING OF EVENTS 2 11542 FMV X EQUIPMENT, FOOD AND SUPPLIES 1 75 FMV 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT OF THE FORM 990 IS SUBMITTED TO THE CHAIR OF THE AUDIT COMMITTEE (A SUBCOMMITTEE OF THE BOARD OF TRUSTEES). THE AUDIT COMMITTEE IS AUTHORIZED TO APPROVE THE FORM 990 FOR PUBLICATION. THIS PROCEDURE HAS BEEN APPROVED BY THE CHAIRMAN OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY IS BROADCASTED TO ALL FACULTY AND STAFF VIA THE EMPLOYEE HANDBOOK WHICH EACH EMPLOYEE IS RESPONSIBLE FOR REVIEWING. THE POLICY IS ALSO AVAILABLE ONLINE AT THE HARKER'S INTRANET WEBSITE. THE REPORTING PROCEDURAL INFORMATION IS EMBEDDED IN THE TEXT OF THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE HEAD OF SCHOOL'S COMPENSTAION PACKAGE IS REVIEWED BY THE COMPENSTATION COMMITTEE AND THEN REVIEWED BY AN INDEPENDENT COMPESNATION CONSULTING FIRM FOR REASONABLENESS. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS FORM 1023 AND 990 AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST ONLY. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.