2020-05-15T12:11:19-05:00 2019-06-30 941254756 HOOD & STRONG LLP 275 BATTERY ST STE 900 SAN FRANCISCO CA 94111 990 2018-07-01 941393894 THE HAMLIN SCHOOL HAML 4159220300 2120 BROADWAY STREET SAN FRANCISCO CA 941151329 ALLISON GOODSON CHIEF FINANCIAL OFFICER 4159220300 2020-05-01 1 MAGA E KISRIEV P01008919 4157810793 73.202.45.94 2020-05-01 11:27:09 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 C025656BECDDFD3887BB8F0FBE1CE97228DB785C 2018 2020-11-06 18:47:13Z WANDA HOLLAND GREENE 2120 BROADWAY STREET SAN FRANCISCO CA 941151329 28455129 0 X WWW.HAMLIN.ORG X 1896 CA TO EDUCATE GIRLS AND YOUNG WOMEN TO MEET THE CHALLENGES OF THEIR TIME. 30 30 191 400 218780 215680 6005828 10362187 14916120 15747742 2871358 1579857 247067 392381 24040373 28082167 1970988 2427042 0 0 11449988 11622442 0 0 1187670 4808646 4909560 18229622 18959044 5810751 9123123 70511825 78735952 24163248 24319921 46348577 54416031 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 0 14523730 2308948 14135052 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 OURSTANDING EDUCATIONAL CURRICULA INCLUDING EXTRACURRICULAR ACTIVITY AND FINANCIAL ASSISTANCE TO APPROXIMATELY TWENTY PERCENT OF THE STUDENT BODY. 482686 100244 602143 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. 146677 0 160280 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. 151191 17850 850267 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. 151191 17850 850267 15304284 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 80 0 1 191 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 30 30 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 STEVE WALSKE CHAIR 1.00 X X 0 0 0 SHANNON CADILE 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 JULIE BENELLO TRUSTEE 1.00 X 0 0 0 ALLISON THORESON BHUSRI TRUSTEE 1.00 X 0 0 0 MICHAEL BOBROFF TRUSTEE 1.00 X 0 0 0 SHELBY BONNIE TRUSTEE 1.00 X 0 0 0 SAPNA BOZE TRUSTEE 1.00 X 0 0 0 HEIDI CASTELEIN 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 RICHARD LINDER TRUSTEE 1.00 X 0 0 0 SUSAN LOWENBERG TRUSTEE 1.00 X 0 0 0 CHRIS NELSON TRUSTEE 1.00 X 0 0 0 SANJAY SHAMDASANI TRUSTEE 1.00 X 0 0 0 JESSICA SPALY TRUSTEE 1.00 X 0 0 0 NINA STANFORD TRUSTEE 1.00 X 0 0 0 CATHERINE STEINER-ADAIR TRUSTEE 1.00 X 0 0 0 DEREK THOMPSON 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 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 486908 0 39752 CRISTINA CASACUBERTA DIR OF FINANCE AND OPERATIONS 40.00 X 214769 0 30158 MARK PICKETTS DIRECTOR OF TECHNOLOGY 40.00 X 161525 0 26483 NISA FRANK HEAD OF LOWER SCHOOL 40.00 X 153327 0 24950 LAUREN THORNHILL ED OF INSTITUTIONAL ADVANCEMENT 40.00 X 151054 0 23274 ANN KUNG DIRECTOR OF ACCOUNTING 40.00 X 132310 0 23848 COREY GREEN EXECUTIVE ASSISTANT 40.00 X 123148 0 12112 1423041 0 180577 21 0 1 0 ACRE GOURMENT INC PO BOX 29116 SAN FRANCISCO CA 94129 LUNCH/CATERING 1003319 MARK CAVAGNERO ASSOCIATES 1045 SANSOME STREET SAN FRANCISCO CA 94111 ARCHITECTURAL SERVICES 418836 HERRERO BUILDERS 2100 OAKDALE AVENUE SAN FRANCISCO CA 94124 CONSTRUCTION SERVICES 201164 G&J CLEANING MAINTENANCE 1027 LODGEHILL LANE HOUSTON TX 77090 JANITORIAL SERVICES 135876 4 400791 9961396 2361930 10362187 TUITION FEES 611710 14903134 14903134 AFTER SCHOOL PROGRAMS 611710 844608 844608 15747742 690177 218780 471397 889680 0 889680 889680 889680 765343 400791 372962 392381 392381 28082167 15747742 218780 1753458 2427042 2427042 746595 173880 398835 173880 8294682 6791628 962438 540616 529706 401052 106475 22179 1402671 1191172 154405 57094 648788 509200 101027 38561 25473 25473 82174 82174 2622 2622 237838 237838 252622 22414 230208 201287 189320 11967 200785 200785 435088 348071 65263 21754 11200 10125 1075 533784 427027 80068 26689 1020228 816182 153035 51011 189922 151938 28488 9496 LUNCH PROGRAM 803925 803925 SCHOOL ACTIVITES 627149 627149 FIELD TRIPS 147158 147158 HIRING 75511 75511 62794 50237 9417 3140 18959044 15304284 2467090 1187670 16485 53111 12326826 20875311 2461382 2993584 824944 74718 549649 516173 52798927 22519764 30275778 30279163 22507820 22952532 1548941 991360 70511825 78735952 1361416 1469209 6093779 6400282 16708053 16450430 24163248 24319921 X 19412375 19606665 16573198 24101156 10363004 10708210 46348577 54416031 70511825 78735952 X 9123123 -1026430 -29239 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16200477 345206 164598 519418 16190863 15712784 188100 844467 544874 16200477 13616000 1138662 1485428 527306 15712784 13986351 606459 -473335 503475 13616000 13324837 1171048 -41173 468361 13986351 0.32990 0.66140 0.00870 0 0 12368393 12368393 32706713 20480066 12226647 7723821 2039698 5684123 30279163 X 24596834 -1026430 -1026430 25623264 2622 2456281 2458903 28082167 16529380 0 16529380 2622 2427042 2429664 18959044 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 2,427,042. LOSSES ON UNCOLLECTIBLE PLEDGES FROM PRIOR YEARS 29,239. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID NETTED AGAINST REVENUE ON FINANCIAL STATEMENTS 2,427,042. PART XI, LINE 1: TOTAL REVENUE PER AUDITED FINANCIAL STATEMENTS 18,698,680 NET LOSSES FROM HSPA -38,883 PART XI, LINE 1, TOTAL REVENUE 18,659,797 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-DISCRIMINITORY POLICY AS TO STUDENTS WAS PUBLISHED IN THE SAN FRANCISCO CHRONICLE ON MAY 29, 2019. SPRING FUNDRAISER 763267 350310 412957 36919 65429 27236 12609 GOLF 210509 23799 186710 25500 21013 1195 10618 2 192358 26682 165676 8993 36587 5553 121310 1166134 400791 765343 71412 123029 33984 144537 372962 392381 1 FINANCIAL AID 103 2427042 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 0 0 0 0 0 0 0 0 0 WANDA HOLLAND GREENE HEAD OF SCHOOL 408585 0 0 0 78323 0 24750 0 15002 0 526660 0 0 0 CRISTINA CASACUBERTA DIR OF FINANCE AND OPERATIONS 214769 0 0 0 0 0 19323 0 10835 0 244927 0 0 0 MARK PICKETTS DIRECTOR OF TECHNOLOGY 161525 0 0 0 0 0 12994 0 13489 0 188008 0 0 0 NISA FRANK HEAD OF LOWER SCHOOL 153327 0 0 0 0 0 11461 0 13489 0 178277 0 0 0 LAUREN THORNHILL ED OF INSTITUTIONAL ADVANCEMENT 151054 0 0 0 0 0 11162 0 12112 0 174328 0 0 0 ANN KUNG DIRECTOR OF ACCOUNTING 132310 0 0 0 0 0 11736 0 12112 0 156158 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 $436. 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 0 1 A 0 0 0 0 0 0 0 0 1 A 0 X 39 2289957 FAIR MARKET VALUE X HOUSEHOLD ITEMS, HOTEL STAYS, EVENT TICKETS 196 71973 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 THE FINAL DRAFT OF THE FORM 990 WAS DISRIBUTED 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. FORMS ARE FORWARDED TO THE AUDIT 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. FORM 990, PART XI, LINE 9: LOSSES ON UNCOLLECTIBLE PLEDGES FROM PRIOR YEARS -29,239.