2019-05-15T15:50:42-05:00 2018-06-30 410746749 CLIFTONLARSONALLEN LLP 2210 EAST ROUTE 66 GLENDORA CA 91740 990 2017-07-01 941201211 PRESIDIO HILL SCHOOL PRES 4157519318 3839 WASHINGTON STREET SAN FRANCISCO CA 94118 TONY MORGAN DIRECTOR OF FINANCE 4157519318 2019-05-15 1 WADE MCMULLEN P00541671 6268577300 2019-05-15 67.137.57.251 2019-05-15 13:49:41 PD P 7CCED69CC7F7DA8765ED5670943801882D3A7A21 3C05182BCE949607266F40F8D21D5C2A178D6925 2017 2019-02-21 02:37:17Z MICHELLE RANDALL 3839 WASHINGTON STREET SAN FRANCISCO CA 94118 8036128 0 X WWW.PRESIDIOHILL.ORG X 1918 CA PRIVATE SCHOOL, GRADES K-8 - AN INDEPENDENT, PROGRESSIVE SCHOOL WHOSE MISSION IS TO HELP CHILDREN DISCOVER AND DEVELOP THEIR FULL POTENTIAL. 19 16 81 100 0 14600 490966 895362 6503563 6960373 0 23659 198924 130181 7193453 8009575 977446 1149954 0 0 3863973 3954191 0 0 46304 2310224 2123458 7151643 7227603 41810 781972 20846976 21346347 12661493 12378892 8185483 8967455 X PRESIDIO HILL SCHOOL IS A CO-ED K-8 INDEPENDENT, PROGRESSIVE SCHOOL. LEARNING IS COLLABORATIVE AND AN ACTIVE EXPERIENCE WITH AN EMPHASIS ON INQUIRY. STUDENTS ARE ENGAGED IN THEIR OWN LEARNING AND GUIDED BY AN EXPERT FACULTY THROUGH A CHALLENGING AND INTEGRATED ACADEMIC PROGRAM THAT INSPIRES CURIOSITY AND CRITICAL THINKING. 0 0 6205618 1149954 7057484 OPERATION OF A CO-EDUCATIONAL INDEPENDENT SCHOOL COMMITTED TO MULTI- CULTURALISM AND THE DEVELOPMENT OF ITS STUDENTS INTO ACTIVE AND RESPONSIBLE PARTICIPANTS IN THE WORLD. THE SCHOOL SERVES 220 TK-8TH GRADE STUDENTS. 6205618 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 44 0 1 81 1 1 1 0 0 0 0 0 0 0 0 0 X 19 16 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 CA X KEVIN JACOBSON - HEAD OF SCHOOL 4157519318 3839 WASHINGTON STREET SAN FRANCISCO CA 94118 MICHELLE RANDALL BOARD CHAIR 8.00 X X 0 0 0 TYLER ABBOTT MEMBER 3.00 X 0 0 0 REGINA BALISTRERI MEMBER 3.00 X 0 0 0 XOCHI BIRCH MEMBER 3.00 X 0 0 0 JULIA COLLINS MEMBER 3.00 X 0 0 0 TODD DARLING MEMBER 3.00 X 0 0 0 JENI IZUEL TREASURER 3.00 X X 0 0 0 KEVIN JACOBSON MEMBER/HEAD OF SCHOOL 40.00 X X 265668 0 11541 PETER KLIVANS MEMBER 3.00 X 0 0 0 LINDA LEBLANC MEMBER 3.00 X 0 0 0 MARYANN LORUSSO MEMBER 3.00 X 0 0 0 RANESHA MORENO MEMBER 3.00 X 0 0 0 CHRISTINA MARCHIEL VICE CHAIR 3.00 X X 0 0 0 MATTHEW NATHAN SECRETARY 3.00 X X 0 0 0 JEAN RINEY-NIEWIADOMSKI MEMBER 3.00 X 0 0 0 GARY SAYDAH MEMBER 3.00 X 0 0 0 SUSAN WHITECOTTON MEMBER 3.00 X 0 0 0 ELIZABETH GOODE MEMBER 3.00 X 68153 0 5587 JENNIFER HEIFFERON MEMBER 3.00 X 49143 0 10191 TONY MORGAN DIRECTOR OF FINANCE AND OPERATIONS 40.00 X 165195 0 7039 LISA JELI ASSISTANT HEAD OF SCHOOL AND HEAD OF MIDDLE SCHOOL 40.00 X 127200 0 5691 675359 0 40049 3 0 1 0 AMERICAN BUILDERS 1105 GRAND TETON DRIVE PACIFICA CA 94044 CONSTRUCTION 167038 1 895362 895362 TUITION AND FEES 611600 6960373 6960373 6960373 23659 23659 59623 26553 33070 33070 MISCELLANEOUS INCOME 611710 91950 91950 APPAREL 900099 5161 5161 0 97111 8009575 7057484 0 56729 1149954 1149954 411797 151319 260478 2932338 2663427 268911 125584 113120 12464 253038 202614 50424 231434 197444 33990 38469 38469 67103 67103 19300 19300 333527 288979 15808 28740 14420 579 13841 171673 82116 89542 15 55182 55182 30424 30424 33631 9649 6433 17549 355295 337530 17765 441751 419663 22088 69742 69742 AFTER SCHOOL PROGRAM 235957 235957 BOOKS AND SUPPLIES 66578 64903 1675 FIELD TRIP EXPENSES 51641 51641 ADMISSIONS, SUBSCRIPTIO 28852 28852 109913 81375 28538 7227603 6205618 975681 46304 3347147 3620498 89260 454357 84500 84500 6772 112817 33509 54985 23030541 6011351 17285788 17019190 20846976 21346347 61773 116555 3408812 3289230 8652400 8474014 500000 475000 38508 24093 12661493 12378892 X 8086465 8508347 88564 448654 10454 10454 8185483 8967455 20846976 21346347 781972 0 X 0 1 X 1 0 X 95650 512 512 95650 95650 512 512 95650 95650 321 321 95650 95650 439 439 95650 95650 439 439 95650 1.00000 0 0 5275000 5275000 16644468 5000731 11643737 1111073 1010620 100453 17019190 CAPITAL LEASES 24093 24093 X 6886174 -1149954 -1149954 8036128 -26553 -26553 8009575 6104202 26553 26553 6077649 1149954 1149954 7227603 PART V, LINE 4: THE SCHOOL'S ENDOWMENT CONSISTS OF FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. PART X, LINE 2: THE SCHOOL IS A NON-PROFIT ENTITY EXEMPT FROM THE PAYMENT OF INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR INCOME TAXES. MANAGEMENT HAS DETERMINED THAT ALL INCOME TAX POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED UPON POTENTIAL AUDIT OR EXAMINATION; THEREFORE, NO DISCLOSURES OF UNCERTAIN INCOME TAX POSITIONS ARE REQUIRED. THE ACADEMY FILES INFORMATIONAL RETURNS IN THE U.S. FEDERAL JURISDICTION, AND THE STATE OF CALIFORNIA. THE STATUTE OF LIMITATIONS FOR FEDERAL AND CALIFORNIA STATE PURPOSES IS GENERALLY THREE AND FOUR YEARS, RESPECTIVELY. PART XI, LINE 2D - OTHER ADJUSTMENTS: SCHOLARSHIP AND TUITION ASSISTANCE -1,149,954. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -26,553. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 26,553. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP AND TUITION ASSISTANCE 1,149,954. 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 NONDISCRIMINATORY POLICY STATEMENT IS INCLUDED IN THE APPLICATION, INFORMATION BROCHURE PACKET, FINANCIAL ASSISTANCE MATERIALS, AND SCHOOLS WEBSITE (WWW.PRESIDIOHILL.ORG) IN THE ADMISSIONS SECTION. IT IS ALSO PUBLISHED IN THE SAN FRANCISCO CHRONICLE ALONG WITH OTHER SCHOOLS INCLUDED IN THE SAN FRANCISCO BAY AREA IN ASSOCIATION WITH THE CALIFORNIA INDEPENDENT SCHOOL BUSINESS OFFICERS ASSOCIATION (CAL-ISBOA). SPRING FLING 10850 10850 6000 WALKATHON 40305 40305 451 1168 2937 1 8468 0 8468 11924 453 3620 59623 59623 18375 1621 6557 26553 33070 0 SCHOLARSHIP/FINANCIAL AID 45 1149954 FMV X X 0 0 0 0 0 0 0 0 0 KEVIN JACOBSON MEMBER/HEAD OF SCHOOL 265668 0 0 0 0 0 0 0 11541 0 277209 0 0 0 TONY MORGAN DIRECTOR OF FINANCE AND OPERATIONS 165195 0 0 0 0 0 0 0 7039 0 172234 0 0 0 PART I, LINE 3 THE EXECUTIVE COMMITTEE OF THE BOARD NEGOTIATES THE EMPLOYMENT CONTRACT WITH THE BOARD CHAIR, HEAD OF SCHOOL, OR DIRECTOR OF FINANCE AND OPERATIONS. A CALIFORNIA STATEWIDE DEVELOPMENT AUTHORITY 680164610 NONEAVAIL 2014-12-01 9290000 REFINANCING DEBT RELATED TO PROPERTY DEVELOPMENT FOR FACILITIES 0 1 0 A 9290000 104823 2015 0 0 1 1 A 1 0 0 0 0 0 0 A 1 0 0 0 0 0 A 0 ARGUELLO PARTNERS LLC TRUSTEE MEMBERS PURCHASE OF PROPERTY FOR THE SCHOOL X 6500000 475000 0 1 1 475000 FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY SELECT MEMBERS OF THE FINANCE COMMITTEE, AND IS MADE AVAILABLE FOR REVIEW BY ALL BOARD MEMBERS DURING A SECOND SCHEDULED BOARD MEETING. BOARD MEMBERS ARE GIVEN THE OPPORTUNITY TO ASK QUESTIONS OR COMMENT ON THE CONTENT OF THE FORM AND SUCH COMMENTS AND QUESTIONS ARE CAPTURED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION B, LINE 12C DISCLOSURE IS MADE IN WRITING TO THE HEAD OF SCHOOL AND BOARD CHAIR AS SOON AS KNOWLEDGE OF THE POTENTIAL CONFLICT OF INTEREST ARISES. ANY MEMBER OF THE SCHOOL'S BOARD WHO HAS POTENTIAL CONFLICT OF INTEREST IN A SPECIFIC ACTION OF THE BOARD UNDER CONSIDERATION AT A MEETING IS EXPECTED TO REMOVE THEMSELVES FROM ANY INFLUENCE ON SUCH ACTION. THE SCHOOL WILL REQUIRE ALL TRUSTEES AND OFFICERS TO ANNUALLY REVIEW AND ADHERE TO THIS POLICY AND TO COMPLETE AND SIGN A CONFIDENTIAL CONFLICT OF INTEREST STATEMENT AND RETURN IT TO THE BOARD CHAIR. THE BOARD CHAIR WILL REPORT TO THE EXECUIVE COMMITTEE BASED ON THE DISCLOSURE OF THE FORMS SUBMITTED. TRUSTEES SHOULD AMEND THEIR STATEMENT IF CIRCUMSTANCES ARISE DURING THE YEAR. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES NEGOTIATES THE EMPLOYMENT CONTRACT WITH THE BOARD CHAIR, HEAD OF SCHOOL, OR DIRECTOR OF FINANCE AND OPERATIONS. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE AVAILABLE UPON REQUEST TO THE BOARD CHAIR, HEAD OF SCHOOL, OR DIRECTOR OF FINANCE AND OPERATIONS.