THE SAN FRANCISCO SCHOOL: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE SAN FRANCISCO SCHOOL (EIN 94-1629702)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-06-09
- IRS object ID
- 202001619349300325
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-09T10:29:38-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941254756 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOOD & STRONG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 BATTERY ST STE 900 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941629702 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SAN FRANCISCO SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SANF | BusinessNameControlTxt |
| Phone | 4152391410 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 GAVEN STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94134 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERRI HAMER | PersonNm |
| Person Title | DIR OF FINANCE & OPS | PersonTitleTxt |
| Phone | 4152391410 | PhoneNum |
| Signature | 2020-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MAGA E KISRIEV | PreparerPersonNm |
| PTIN | P01008919 | PTIN |
| Phone | 4157810793 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.6.126.165 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-04-30 | IPDt |
| IP Tm | 12:48:02 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AC4DF2D4A42C6AD81B5321F7D48656F676E65BB0 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TERRI HAMER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 GAVEN STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94134 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,655,530 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SFSCHOOL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1966 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | PRIVATE SCHOOL THAT PROMISES TO PRACTICE RESPECT, EMBRACES DIVERSITY, AND INSPIRE PASSION TO LEARN. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 113 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $692,843 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,759,586 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,027,833 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $9,458,952 | CYProgramServiceRevenueAmt |
| PY Investment Income | $238,602 | PYInvestmentIncomeAmt |
| CY Investment Income | $119,727 | CYInvestmentIncomeAmt |
| PY Other Revenue | $26,307 | PYOtherRevenueAmt |
| CY Other Revenue | $18,319 | CYOtherRevenueAmt |
| PY Total Revenue | $9,985,585 | PYTotalRevenueAmt |
| CY Total Revenue | $11,356,584 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,112,466 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,198,842 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,169,635 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,496,351 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $48,852 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $67,229 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $442,469 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,350,347 | PYOtherExpensesAmt |
| CY Other Expenses | $2,513,734 | CYOtherExpensesAmt |
| PY Total Expenses | $9,681,300 | PYTotalExpensesAmt |
| CY Total Expenses | $10,276,156 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $304,285 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,080,428 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $21,779,440 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,124,235 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,289,297 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,359,258 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $13,490,143 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $14,764,977 | NetAssetsOrFundBalancesEOYAmt |
| Mission | A PRIVATE SCHOOL THAT CULTIVATES AND CELEBRATES THE INTELLECTUAL, IMAGINATIVE, AND HUMANITARIAN PROMISE OF EACH STUDENT IN A COMMUNITY THAT PRACTICES MUTUAL RESPECT, EMBRACES DIVERSITY, AND INSPIRES A PASSION FOR LEARNING. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $8,891,787 | ExpenseAmt |
| Grant | $1,198,842 | GrantAmt |
| Revenue | $9,458,952 | RevenueAmt |
| Desc | INSTRUCTION: INDEPENDENT SCHOOL OF UP TO 285 STUDENTS. FOR 2018-19 SCHOOL YEAR THERE WERE 278 STUDENTS: 77 MONTESSORI PRE-SCHOOL AND KINDERGARTEN, 106 ELEMENTARY AND 95 MIDDLE SCHOOL STUDENTS WITH A FACULTY RATIO OF 1:7 AND A RIGOROUS AND CHALLENGING INTELLECTUAL EXPERIENCE WITHIN A NUTURING EDUCATION ENVIRONMENT.INDEXED TUITION: THE SCHOOL DISTRIBUTED INDEXED TUITION TO APPROXIMATELY 76 STUDENTS. | Desc |
| Total Program Service Expenses | $8,891,787 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 56 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 113 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TERRI HAMER CHIEF FIN & OPS OFFICER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4152395065 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 GAVEN STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94134 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| JEANIE CHANG | |||||||
| BOARD CHAIR | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ANNE HIPSKIND ROBERTS | |||||||
| VICE CHAIR | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JEANETTE MOORE | |||||||
| DIRECTOR OF FIN & OPS/TREA | 6.00 | Yes (X) | $167,562 | $0 | $44,324 | ||
| STEVE MORRIS | |||||||
| HEAD OF SCHOOL | 40.00 | Yes (X) | Yes (X) | $411,550 | $0 | $58,244 | |
| SOFIA LOPEZ-IBOR | |||||||
| TEACHER / BOARD TRUSTEE | 40.00 | Yes (X) | $98,823 | $0 | $18,966 | ||
| CARLA MORRIS | |||||||
| TEACHER / BOARD TRUSTEE | 40.00 | Yes (X) | $66,867 | $0 | $14,485 | ||
| TONI RUSSELL | |||||||
| TEACHER / BOARD TRUSTEE | 40.00 | Yes (X) | $83,460 | $0 | $6,280 | ||
| THOR DENMARK | |||||||
| BOARD TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DEE DESMOND | |||||||
| BOARD TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JULIA EELLS | |||||||
| BOARD TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ANTON HONIKMA | |||||||
| BOARD TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CATHY MANSHEL | |||||||
| BOARD TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ADAM OBERWEI | |||||||
| BOARD TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SNULLER PRICE | |||||||
| BOARD TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LIBBY REDER | |||||||
| BOARD TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| FRO ROSQUET | |||||||
| BOARD TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RANDY SERIGUC | |||||||
| BOARD TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BAIJEET SINGH | |||||||
| BOARD TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JESSICA TOMILSO | |||||||
| BOARD TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVE WHITELA | |||||||
| BOARD TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KEITH WOLFF | |||||||
| BOARD TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ANA ZACAPA | |||||||
| BOARD TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MINA ZARGHAN | |||||||
| BOARD TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| GABE LUCAS THRU 11318 | |||||||
| BOARD TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ENIKIA MORTHEL THRU 13119 | |||||||
| BOARD TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LUKE SPRAY THRU 9618 | |||||||
| BOARD TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| STEWART DORSEY | |||||||
| ACTING SECRETARY | 40.00 | Yes (X) | $112,199 | $0 | $27,368 | ||
| NANCY NAGRAMADA | |||||||
| MIDDLE SCHOOL HEAD | 40.00 | $130,779 | $0 | $35,247 | Yes (X) | ||
| MARGARET WEIS | |||||||
| LOWER SCHOOL HEAD | 40.00 | $128,512 | $0 | $20,126 | Yes (X) | ||
| JENNIFER KEESE-POWELL | |||||||
| INTERIM DIR OF ADVANCEMENT | 40.00 | $127,332 | $0 | $60,810 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,327,084 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $285,850 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HINES SERVICES | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 91 LOST LAKE LANE | AddressLine1Txt |
| City | CAMPBELL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | MAINTENANCE & JANITORIAL | ServicesDesc |
| Compensation | $313,177 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $141,935 | FundraisingAmt |
| All Other Contributions | $1,617,651 | AllOtherContributionsAmt |
| Noncash Contributions | $76,257 | NoncashContributionsAmt |
| Total Contributions | $1,759,586 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION | 900099 | $8,722,550 | $8,722,550 |
| PROGRAM FEES | 900099 | $716,245 | $716,245 |
| OTHER PROGRAM REVENUE | 900099 | $20,157 | $20,157 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $9,458,952 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $102,879 | TotalRevenueColumnAmt |
| Exclusion | $102,879 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $250,917 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $226,505 | SecuritiesAmt |
| Other | $7,564 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $24,412 | SecuritiesAmt |
| Other | -$7,564 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,848 | TotalRevenueColumnAmt |
| Exclusion | $16,848 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $83,196 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $141,935 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $64,877 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,319 | TotalRevenueColumnAmt |
| Exclusion | $18,319 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,356,584 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,458,952 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $138,046 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,198,842 | TotalAmt |
| Program Services | $1,198,842 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $737,743 | TotalAmt |
| Program Services | $317,947 | ProgramServicesAmt |
| Management And General | $376,352 | ManagementAndGeneralAmt |
| Fundraising | $43,444 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,386,378 | TotalAmt |
| Program Services | $4,036,249 | ProgramServicesAmt |
| Management And General | $137,737 | ManagementAndGeneralAmt |
| Fundraising | $212,392 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $286,461 | TotalAmt |
| Program Services | $232,033 | ProgramServicesAmt |
| Management And General | $45,834 | ManagementAndGeneralAmt |
| Fundraising | $8,594 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $699,649 | TotalAmt |
| Program Services | $562,177 | ProgramServicesAmt |
| Management And General | $137,127 | ManagementAndGeneralAmt |
| Fundraising | $345 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $386,120 | TotalAmt |
| Program Services | $317,896 | ProgramServicesAmt |
| Management And General | $32,596 | ManagementAndGeneralAmt |
| Fundraising | $35,628 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,062 | TotalAmt |
| Management And General | $12,062 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,791 | TotalAmt |
| Management And General | $14,791 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,325 | TotalAmt |
| Management And General | $37,325 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,229 | TotalAmt |
| Fundraising | $67,229 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $253,126 | TotalAmt |
| Program Services | $211,656 | ProgramServicesAmt |
| Management And General | $41,323 | ManagementAndGeneralAmt |
| Fundraising | $147 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,067 | TotalAmt |
| Program Services | $32,260 | ProgramServicesAmt |
| Management And General | $2,864 | ManagementAndGeneralAmt |
| Fundraising | $4,943 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,256 | TotalAmt |
| Program Services | $68,703 | ProgramServicesAmt |
| Management And General | $2,864 | ManagementAndGeneralAmt |
| Fundraising | $47,689 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,012 | TotalAmt |
| Program Services | $78,210 | ProgramServicesAmt |
| Management And General | $1,840 | ManagementAndGeneralAmt |
| Fundraising | $11,962 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $589,348 | TotalAmt |
| Program Services | $581,014 | ProgramServicesAmt |
| Management And General | $5,095 | ManagementAndGeneralAmt |
| Fundraising | $3,239 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,488 | TotalAmt |
| Program Services | $96,347 | ProgramServicesAmt |
| Management And General | $10,994 | ManagementAndGeneralAmt |
| Fundraising | $147 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $191,478 | TotalAmt |
| Program Services | $189,314 | ProgramServicesAmt |
| Management And General | $1,130 | ManagementAndGeneralAmt |
| Fundraising | $1,034 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $575,970 | TotalAmt |
| Program Services | $563,087 | ProgramServicesAmt |
| Management And General | $9,808 | ManagementAndGeneralAmt |
| Fundraising | $3,075 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,771 | TotalAmt |
| Program Services | $61,362 | ProgramServicesAmt |
| Management And General | $12,083 | ManagementAndGeneralAmt |
| Fundraising | $326 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EDUCATIONAL ACTIVITIES | $128,356 | $128,356 | ||
| FOOD SERVICE | $103,583 | $100,657 | $1,968 | $958 |
| CLASSROOM SUPPLIES | $95,183 | $95,183 | ||
| BAD DEBT EXPENSE | $38,060 | $9,760 | $27,673 | $627 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,858 | TotalAmt |
| Program Services | $10,734 | ProgramServicesAmt |
| Management And General | $30,434 | ManagementAndGeneralAmt |
| Fundraising | $690 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,276,156 | TotalAmt |
| Program Services | $8,891,787 | ProgramServicesAmt |
| Management And General | $941,900 | ManagementAndGeneralAmt |
| Fundraising | $442,469 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,064,173 | BOYAmt |
| EOY | $2,942,071 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,019,192 | BOYAmt |
| EOY | $5,812,281 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,675 | BOYAmt |
| EOY | $245,082 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,926 | BOYAmt |
| EOY | $42,803 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,487 | BOYAmt |
| EOY | $194,868 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $16,521,258 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,319,531 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,483,079 | BOYAmt |
| EOY | $10,201,727 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,060,908 | BOYAmt |
| EOY | $3,685,403 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,779,440 | BOYAmt |
| EOY | $23,124,235 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $724,005 | BOYAmt |
| EOY | $725,165 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,658,197 | BOYAmt |
| EOY | $3,796,280 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,907,095 | BOYAmt |
| EOY | $3,794,971 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $42,842 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,289,297 | BOYAmt |
| EOY | $8,359,258 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,394,990 | BOYAmt |
| EOY | $10,729,643 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,354,101 | BOYAmt |
| EOY | $2,260,376 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,741,052 | BOYAmt |
| EOY | $1,774,958 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,490,143 | BOYAmt |
| EOY | $14,764,977 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,779,440 | BOYAmt |
| EOY | $23,124,235 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,080,428 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $194,406 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,574,926 | BeginningYearBalanceAmt |
| Contributions | $33,906 | ContributionsAmt |
| Investment Earnings Or Losses | $247,617 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $145,000 | OtherExpendituresAmt |
| End Year Balance | $3,711,449 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,394,047 | BeginningYearBalanceAmt |
| Contributions | $8,775 | ContributionsAmt |
| Investment Earnings Or Losses | $307,104 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $135,000 | OtherExpendituresAmt |
| End Year Balance | $3,574,926 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,041,025 | BeginningYearBalanceAmt |
| Contributions | $73,886 | ContributionsAmt |
| Investment Earnings Or Losses | $409,136 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $130,000 | OtherExpendituresAmt |
| End Year Balance | $3,394,047 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,103,354 | BeginningYearBalanceAmt |
| Contributions | $2,695 | ContributionsAmt |
| Investment Earnings Or Losses | $59,976 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $125,000 | OtherExpendituresAmt |
| End Year Balance | $3,041,025 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,079,814 | BeginningYearBalanceAmt |
| Contributions | $9,062 | ContributionsAmt |
| Investment Earnings Or Losses | $131,478 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $117,000 | OtherExpendituresAmt |
| End Year Balance | $3,103,354 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.16890 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.47820 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.35290 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $501,159 | OtherCostOrOtherBasisAmt |
| Book Value | $501,159 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,779,296 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,264,309 | DepreciationAmt |
| Book Value | $8,514,987 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,040,213 | OtherCostOrOtherBasisAmt |
| Depreciation | $499,340 | DepreciationAmt |
| Book Value | $540,873 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,624,388 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,091,727 | DepreciationAmt |
| Book Value | $532,661 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $576,202 | OtherCostOrOtherBasisAmt |
| Depreciation | $464,155 | DepreciationAmt |
| Book Value | $112,047 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $10,201,727 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OBLIGATION UNDER CAPITAL LEASE | Desc |
| Amt | $42,842 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $42,842 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $10,359,712 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $194,406 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$1,191,278 | OtherRevenueAmt |
| Revenue Not Reported | -$996,872 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,356,584 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $11,356,584 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,084,878 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,084,878 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $1,191,278 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,191,278 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $10,276,156 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | SAN FRANCISCO SCHOOL INTENDS TO USE ITS ENDOWMENT FUNDS TOWARDS THEIR OPERATING BUDGET, TEACHER WORKSHOPS, NEW LIBRARY BOOKS, GUEST SPEAKERS, AND THE MUSIC PROGRAM. |
| PART X, LINE 2: | THE SCHOOL IS A TAX EXEMPT ORGANIZATION UNDER INTERNAL REVENUE SERVICE CODE SECTION 501(C)(3) AND THE CALIFORNIA TAX 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. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FINANCIAL ASSISTANCE INCLUDED WITH REVENUE RECLASSIFIED TO EXPENSES -1,198,842. LOSS ON DISPOSAL OF ASSETS 7,564. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL ASSISTANCE INCLUDED WITH REVENUE RECLASSIFIED TO EXPENSES 1,198,842. LOSS ON DISPOSAL OF ASSETS -7,564. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE NON DISCRIMINATORY POLICY IS POSTED ON THE SCHOOL'S WEBSITE, BROCHURES AND WAS PUBLISHED IN THE SAN FRANCISCO CHRONICLE ON MAY 29, 2019. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAMPBELL & COMPANY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE EAST WACKER DRIVE SUITE 2100 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | PLANNING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $0 | RetainedByContractorAmt |
| Net To Organization | $67,229 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net To Organization | $67,229 | TotalNetToOrganizationAmt |
| Licensed States | CA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | AROUND THE WORLD | Event1Nm |
| Gross Receipts Event1 | $225,131 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $141,935 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $83,196 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $64,877 | FoodAndBeverageEvent1Amt |
| Gross Receipts Total | $225,131 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $141,935 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $83,196 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $64,877 | FoodAndBeverageTotalEventsAmt |
| Direct Expense Summary Events | $64,877 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $18,319 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | TUITION ASSISTANCE | GrantTypeTxt |
| Recipient | 76 | RecipientCnt |
| Cash Grant | $1,198,842 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE SAN FRANCISCO SCHOOL SUBSCRIBES TO THE SCHOOL AND STUDENT SERVICE FOR FINANCIAL AID (SSS) SERVICE. AFTER FAMILIES SUBMIT DETAILED FINANCIAL INFORMATION, SSS USES A PROPRIETARY METHODOLOGY TO RECOMMEND AN AMOUNT THAT EACH FAMILY CAN AFFORD FOR EDUCATIONAL EXPENSES. THE SCHOOL'S TUITION ASSISTANCE COMMITTEE, CONSISTING OF THE HEAD OF SCHOOL, DIRECTOR OF FINANCE AND OPERATIONS AND ADMISSIONS DIRECTOR, USES THIS FIGURE AS THE BASIS IN DETERMINING THE FINANCIAL AWARD CALCULATION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JEANETTE MOORE | ||||||||||||||
| DIRECTOR OF FIN & OPS/TREA | $167,562 | $0 | $0 | $0 | $0 | $0 | $14,960 | $0 | $29,364 | $0 | $211,886 | $0 | $0 | $0 |
| STEVE MORRIS | ||||||||||||||
| HEAD OF SCHOOL | $411,550 | $0 | $0 | $0 | $0 | $0 | $22,000 | $0 | $36,244 | $0 | $469,794 | $0 | $0 | $0 |
| NANCY NAGRAMADA | ||||||||||||||
| MIDDLE SCHOOL HEAD | $130,779 | $0 | $0 | $0 | $0 | $0 | $3,142 | $0 | $32,105 | $0 | $166,026 | $0 | $0 | $0 |
| JENNIFER KEESE-POWELL | ||||||||||||||
| INTERIM DIR OF ADVANCEMENT | $127,332 | $0 | $0 | $0 | $0 | $0 | $10,920 | $0 | $49,890 | $0 | $188,142 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | A HOUSING ALLOWANCE IS PROVIDED TO THE HEAD OF SCHOOL, WHICH IS INCLUDED IN TAXABLE COMPENSATION. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA ENTERPRISE DEV | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 322273601 | BondIssuerEIN |
| Bond Issued | 2010-12-29 | BondIssuedDt |
| Issue Price | $4,455,000 | IssuePriceAmt |
| Purpose | SEE PART VI FOR DESCRIPTION | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $4,362,088 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $181,000 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $4,319,000 | CapitalExpendituresAmt |
| Substantial Completion | 2012 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE A, COLUMN F: | FormAndLineReferenceDesc |
| Explanation | ON DECEMBER 1, 2010, THE SAN FRANCISCO SCHOOL ENTERED INTO A LOAN AGREEMENT WITH FIRST REPUBLIC BANK AND CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY FOR A TAX-EXEMPT BANK LOAN OF $4.5 MILLION TO FINANCE THE SCHOOL'S BUILDING CONSTRUCTION PROJECT. THE DIFFERENCE BETWEEN THE ISSUE PRICE AND THE TOTAL PROCEEDS OF ISSUE IS THE ORIGINAL DISCOUNT OF $45,000 WHICH HAS BEEN SET TO BE AMORTIZED OVER THE LIFE OF THE LOAN. IN FISCAL YEAR 2019, $118,574 OF PRINCIPAL WAS PAID. SINCE INCEPTION, $ 589,574 HAS BEEN PAID. | ExplanationTxt |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (2 entries)
| Cash GrantCashGrantAmt | Type Of AssistanceTypeOfAssistanceTxt |
|---|---|
| $74,066 | TUITION REMISSION |
| $44,000 | TUITION ASSISTANCE |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $76,257 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER OF CONTRIBUTIONS REPRESENT THE NUMBER OF CONTRIBUTORS, NOT THE NUMBER OF ITEMS CONTRIBUTED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 6: | NUMBER OF VOLULNTEERS IS ESTIMATED BY NUMBER PARENT/GUARDIANS IN OUR COMMUNITY AND THE NUMBER OF DIFFERENT VOLUNTEER ACTIVITIES WE HAVE AVAILABLE. WE RECENTLY ESTABLISHED A FAMILY ASSOCIATION, WHICH HELPS FAMILIES IDENTIFY WAYS TO BE INVOLVED. SOME VOLUNTEER ACTIVITIES INCLUDE CLEANING THE SCHOOL AT THE FALL WORK DAY, SHELVING BOOKS IN THE LIBRARY, AND HELPING TO ORGANIZE FUNDRAISING EVENTS. |
| FORM 990, PART VI, SECTION A, LINE 6 | ALL PARENTS OF CHILDREN ATTENDING THE SAN FRANCISCO SCHOOL ARE CONSIDERED MEMBERS OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | FAMILY MEMBERS OF THE CORPORATION ELECT THE FIFTEEN (15) CLASS A TRUSTEE SEATS FOR A THREE YEAR TERM. THE NOMINATING COMMITTEE OF THE BOARD DESIGNATES THREE (3) STAFF MEMBERS FOR THE CLASS B TRUSTEE SEATS, AND ONE ADDITIONAL CLASS B TRUSTEE SEAT IS THE HEAD OF SCHOOL. THE BOARD ELECTS THE SIX (6) CLASS C TRUSTEE SEATS FOR A THREE YEAR TERM. |
| FORM 990, PART VI, SECTION A, LINE 7B | MEMBERS MUST VOTE TO APPROVE (1) DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION, (2) A MERGER OR DISSOLUTION OF THE CORPORATION, AND (3) ANY AMENDMENT TO THE BYLAWS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE TAX FORM 990 IS DRAFTED BY SAN FRANCISCO SCHOOL'S CONTROLLER IN COLLABORATION WITH THE SCHOOL'S ACCOUNTING FIRM. THE COMPLETED FORM 990 IS REVIEWED BY THE DIRECTOR OF FINANCE AND OPERATIONS, HEAD OF SCHOOL, CHAIR OF FINANCE COMMITTEE AND BOARD CHAIR. A COPY OF THE FORM 990 EXCLUDING SCHEDULE B IS PROVIDED TO CLASS A AND CLASS C TRUSTEES PRIOR TO THE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE SAN FRANCISCO SCHOOL'S BOARD OF TRUSTEES ENFORCES THE CONFLICT OF INTEREST POLICY IN THE FOLLOWING MANNER: (1) BOARD MEMBERS ANNUALLY REVIEW CONFLICT OF INTEREST POLICY AND FILL OUT CONFLICT OF INTEREST QUESTIONNAIRES (2) TRAIN NEW TRUSTEES ON CONFLICT OF INTEREST POLICY (3) START EVERY BOARD MEETING WITH REVIEW OF AGENDA AND CONFLICT CHECK (4) REVIEW CONFLICT OF INTEREST POLICY AND BY-LAWS REGULARLY FOR CONFLICT ISSUES. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION TO THE HEAD OF SCHOOL AND OTHER KEY MANAGEMENT EMPLOYEES WAS BENCHMARKED TO OTHER K-8 INDEPENDENT SCHOOLS OF SIMILAR SIZE IN THE SAN FRANCISCO BAY AREA. DATA WAS USED FROM THREE DIFFERENT SOURCES, 1) FEDERAL FORM 990, 2) STATISTICS FROM NAIS (NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS) AND 3) STATISTICS FROM CAL-ISBOA (CALIFORNIA INDEPENDENT SCHOOLS BUSINESS OFFICERS ASSOCIATION). THE CLASS A AND CLASS C TRUSTEES APPROVE THE CONTRACT FOR THE HEAD OF SCHOOL. ALL OTHER HIGHER LEVEL EMPLOYEE COMPENSATION IS APPROVED BY THE HEAD OF SCHOOL, WITH A REVIEW ANNUALLY BY A COMPENSATION COMMITTEE. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE ALL MADE AVAILABLE TO THE PUBLIC UPON REQUEST ARE IMMEDIATELY SUPPLIED FOR THE SAME PERIOD OF TIME SET FORTH IN SEC. 6104(D). |
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