2021-05-11T13:28:24-05:00 2020-06-30 941254756 HOOD & STRONG LLP 275 BATTERY ST STE 900 SAN FRANCISCO CA 94111 990 2019-07-01 941393894 THE HAMLIN SCHOOL HAML 4159220300 2120 BROADWAY STREET SAN FRANCISCO CA 941151329 ALLISON GOODSON CHIEF FINANCIAL OFFICER 4159220300 2021-05-05 1 MAGA E KISRIEV P01008919 4157810793 2019 2022-09-23 18:48:47Z WANDA HOLLAND GREENE 2120 BROADWAY STREET SAN FRANCISCO CA 941151329 46073742 0 X WWW.HAMLIN.ORG X 1896 CA TO EDUCATE GIRLS AND YOUNG WOMEN TO MEET THE CHALLENGES OF THEIR TIME. 28 28 194 400 4456 -995 10362187 28512549 15747742 16189099 1579857 412442 392381 665639 28082167 45779729 2427042 2390152 0 0 11622442 12505571 0 0 1571432 4909560 7226505 18959044 22122228 9123123 23657501 78735952 103607750 24319921 24650713 54416031 78957037 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 WOMEN OF INTEGRITY. 0 1 15766933 2290528 15546380 OUR K-8 EDUCATIONAL PROGRAM SERVES APPROXIMATELY 425 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. 484328 82400 403873 HAMLIN'S AFTER SCHOOL PROGRAM IS A COMMUNITY WITHIN THE SCHOOL FOR GIRLS ACROSS GRADE LEVELS K-8 AND SERVES APPROXIMATELY 125 STUDENTS. THE PROGRAM EMPHASIS IS ON POSITIVE PLAY AND CREATIVE PROJECTS. WE OFFER A BALANCE OF STRUCTURED AND INDEPENDENT ACTIVITIES AND PRIDE OURSELVES ON CREATING A WARM AND WELCOMING ENVIRONMENT FOR THE STUDENTS. SOME EXTENDED DAY CLASS OFFERINGS ARE CLIMBING WALL, DANCING, COOKING, ROBOTICS, AND SEWING. 151841 0 174746 THE HAMLIN MUSIC ACADEMY IS AN OFFERING OF AFTER SCHOOL INSTRUMENT LESSONS WHICH SERVES APPROXIMATELY 85 STUDENTS. STUDENTS MAY REGISTER FOR INDIVIDUAL 30 OR 60-MINUTE LESSONS IN FLUTE, GUITAR, VIOLIN, OR PIANO. 1581424 17224 64100 HAMLIN'S HOLIDAY AND SUMMER CAMPS PROVIDES APPROXIMATELY 100 STUDENTS WITH THE OPPORTUNITY TO PARTICIPATE IN EXTENDED OVERNIGHT TRIPS OR EXPLORE THE CITY ON DAY FIELD TRIPS. SOME MIDDLE SCHOOL CAMPERS TOOK SUMMER TRIPS TO LAKE TAHOE AND ASHLAND. 1581424 17224 64100 17984526 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 77 0 1 194 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 28 28 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 ALLISON THORESON BHUSRI CHAIR 1.00 X X 0 0 0 JESSICA SPALY VICE CHAIR 1.00 X X 0 0 0 BRANDI MORANDI SECRETARY 1.00 X X 0 0 0 BORIS PUTANEC 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 JR 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 SCOTT GILBERTSON TRUSTEE 1.00 X 0 0 0 CATHERINE GOULET TRUSTEE 1.00 X 0 0 0 HOPE JARVIS 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 RICHARD LINDER TRUSTEE 1.00 X 0 0 0 SUSAN LOWENBERG TRUSTEE 1.00 X 0 0 0 CHRIS NELSON TRUSTEE (THRU 2/13/2020) 1.00 X 0 0 0 REBECCA SAROYAN 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 TRUSTEE 1.00 X 0 0 0 MARGIT WENNMACHERS TRUSTEE 1.00 X 0 0 0 NICHOLAS WERNER 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 560385 0 55870 ALLISON GOODSON CFO (STARTING 10/28/19) 40.00 X 29569 0 2695 LAUREN THORNHILL ED OF INSTITUTIONAL ADVANCEMENT 40.00 X 158955 0 29322 MARK PICKETTS DIRECTOR OF TECHNOLOGY 40.00 X 145557 0 29460 ANN KUNG DIRECTOR OF ACCOUNTING 40.00 X 142797 0 25376 KELSEY SCHROEDER MIDDLE SCHOOL DIVISION HEAD 40.00 X 145735 0 16170 JANE SAUNDERS DIR OF SEC SCHL ADM CNSL (THRU 8/15/2020) 40.00 X 122657 0 28032 CRISTINA CASACUBERTA DIR OF FIN AND OP (THRU 6/30/19) 0.00 X 122379 0 22594 1428034 0 209519 28 1 1 0 ACRE GOURMENT INC PO BOX 29116 SAN FRANCISCO CA 94129 LUNCH/CATERING 1042476 HERRERO BUILDERS 2100 OAKDALE AVENUE SAN FRANCISCO CA 94124 CONSTRUCTION SERVICES 662019 MARK CAVAGNERO ASSOCIATES 1045 SANSOME STREET SAN FRANCISCO CA 94111 ARCHITECTURAL SERVICES 148255 G&J CLEANING MAINTENANCE 1027 LODGEHILL LANE HOUSTON TX 77090 JANITORIAL SERVICES 136424 SAN FRANCISCO COMMERCIAL BUILDERS INC 1009 OAK HILL RD 201 LAFAYETTE CA 94549 CONSTRUCTION SERVICES 128020 6 56674 28455875 4406064 28512549 TUITION FEES 611710 15546380 15546380 AFTER SCHOOL PROGRAMS 611710 642719 642719 16189099 235491 4456 231035 3400 0 3400 3400 3400 176951 0 176951 176951 176951 956252 56674 294013 662239 662239 45779729 16189099 4456 1073625 2390152 2390152 824634 200208 424218 200208 8879080 7335671 954473 588936 515202 407622 77597 29983 1595977 1355435 172789 67753 690678 543684 104770 42224 156428 156428 88819 88819 2365 2365 86841 64656 22185 227428 28289 199139 170009 87561 72128 10320 200255 200255 1532633 1390666 56916 85051 9187 9187 521848 417478 52185 52185 902783 722227 90278 90278 212331 169865 21233 21233 LOSS ON DISPOSAL FOR CA 1841215 1472971 184122 184122 LUNCH PROGRAM 797748 797748 SCHOOL ACTIVITIES 325711 325711 UNRELATED BUSINESS INCO 48288 48288 102616 102616 22122228 17984526 2566270 1571432 53111 20875311 44836139 2993584 2624138 74718 27153 516173 767541 40789487 10282966 30279163 30506521 22952532 23960632 991360 885626 78735952 103607750 1469209 2092686 6400282 6674268 16450430 15883759 24319921 24650713 X 19606665 17589623 34809366 61367414 54416031 78957037 78735952 103607750 X 23657501 998807 -115302 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16190863 319084 613477 576109 16547315 16200477 345206 164598 519418 16190863 15712784 188100 844467 544874 16200477 13616000 1138662 1485428 527306 15712784 13986351 606459 -473335 503475 13616000 0.32580 0.66640 0.00780 0 0 12368393 12368393 19234224 9312072 9922152 9186870 970894 8215976 30506521 X 44276237 998807 5520 1004327 43271910 2365 2505454 2507819 45779729 19735231 5520 5520 19729711 2365 2390152 2392517 22122228 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 CURRENT 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 4B - OTHER ADJUSTMENTS: FINANCIAL AID NETTED AGAINST REVENUE ON FINANCIAL STATEMENTS 2,390,152. LOSSES ON UNCOLLECTIBLE PLEDGES FROM PRIOR YEARS 115,302. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID NETTED AGAINST REVENUE ON FINANCIAL STATEMENTS 2,390,152. PART XI, LINE 1: TOTAL REVENUE PER AUDITED FINANCIAL STATEMENTS 44,262,426 NET LOSSES FROM HSPA -13,812 PART XI, LINE 1, TOTAL REVENUE 44,248,614 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 624511 2839 621672 235 30000 23961 3143 GOLF 216350 27425 188925 27900 21388 1793 10146 3 172065 26410 145655 28555 15802 131090 1012926 56674 956252 28135 79943 41556 144379 294013 662239 1 FINANCIAL AID 97 2390152 PART I, LINE 2: 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 430035 0 50000 0 80350 0 25200 0 30670 0 616255 0 0 0 LAUREN THORNHILL ED OF INSTITUTIONAL ADVANCEMENT 158955 0 0 0 0 0 13152 0 16170 0 188277 0 0 0 MARK PICKETTS DIRECTOR OF TECHNOLOGY 145557 0 0 0 0 0 13290 0 16170 0 175017 0 0 0 ANN KUNG DIRECTOR OF ACCOUNTING 142797 0 0 0 0 0 13038 0 12338 0 168173 0 0 0 KELSEY SCHROEDER MIDDLE SCHOOL DIVISION HEAD 145735 0 0 0 0 0 0 0 16170 0 161905 0 0 0 JANE SAUNDERS DIR OF SEC SCHL ADM CNSL (THRU 8/15/ 122657 0 0 0 0 0 11862 0 16170 0 150689 0 0 0 CRISTINA CASACUBERTA DIR OF FIN AND OP (THRU 6/30/19) 122379 0 0 0 0 0 11011 0 11583 0 144973 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. THE SCHOOL ALSO REIMBURSED THE HEAD OF SCHOOL FOR THE COST OF UTILITIES WHEN THE HOME WAS USED FOR BUSINESS MEETINGS/EVENTS. THE AMOUNT PAID WAS $711. 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 34 4403225 FAIR MARKET VALUE X GIFT CARDS, SMART GAMES & TOYS 10 2839 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 III, LINE 3 DUE TO THE COVID-19 PANDEMIC, THE HAMLIN SCHOOL SHIFTED TO DISTANCE LEARNING IN MARCH 2020. FORM 990, PART VI, SECTION B, LINE 11B THE FINAL DRAFT OF THE FORM 990 WAS DISTRIBUTED TO THE AUDIT COMMITTEE PRIOR TO THE SPRING AUDIT COMMITTEE MEETING AND ALL QUESTIONS WERE ADDRESSED DURING THE AUDIT COMMITTEE MEETING PRIOR TO THE FILING DEADLINE. 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. 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 -115,302.