2019-05-09T17:29:58-05:00 2018-06-30 941254756 HOOD & STRONG LLP 275 BATTERY ST STE 900 SAN FRANCISCO CA 94111 990 2017-07-01 941393894 THE HAMLIN SCHOOL HAML 4159220300 2120 BROADWAY STREET SAN FRANCISCO CA 941151329 CRISTINA CASACUBERTA DIRECTOR OF FINANCE & OPS 4159220300 2019-05-01 1 MAGA E KISRIEV P01008919 4157810793 12.201.129.210 2019-05-01 11:47:19 PD P 8121CA463AABFA4EFE5158FD2073B628CA1C8F6D E9C924457B5D275461852EC86B70A375E5271692 2017 2019-02-21 02:37:17Z WANDA HOLLAND GREENE 2120 BROADWAY STREET SAN FRANCISCO CA 941151329 24446248 0 X WWW.HAMLIN.ORG X 1896 CA TO EDUCATE GIRLS AND YOUNG WOMEN TO MEET THE CHALLENGES OF THEIR TIME. 30 30 197 400 29286 57932 7925646 6005828 13898780 14916120 1093502 2871358 901193 247067 23819121 24040373 1784248 1970988 0 0 10931197 11449988 0 0 1214887 4683853 4808646 17399298 18229622 6419823 5810751 68302616 70511825 24363972 24163248 43938644 46348577 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 13793776 1883710 14135052 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 OURSTANDING EDUCATIONAL CURRICULA INCLUDING EXTRACURRICULAR ACTIVITY AND FINANCIAL ASSISTANCE TO APPROXIMATELY TWENTY PERCENT OF THE STUDENT BODY. 462549 67478 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. 143811 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. 175519 19800 18645 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. 175519 19800 18645 14575655 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 78 0 1 197 1 1 1 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 CONTROLLER 4156745454 2120 BROADWAY STREET SAN FRANCISCO CA 941151329 STEVE WALSKE CHAIR 1.00 X X 0 0 0 AMANDA MICHAEL VICE CHAIR 1.00 X X 0 0 0 BRANDI MORANDI SECRETARY 1.00 X X 0 0 0 RAJ PATEL TREASURER 1.00 X 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 BOBORFF TRUSTEE 1.00 X 0 0 0 SHELBY BONNIE TRUSTEE 1.00 X 0 0 0 SHANNON CADILE TRUSTEE 1.00 X 0 0 0 HEIDI CASTELEIN TRUSTEE 1.00 X 0 0 0 DAVID CHUNG 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 CATHERINE GOULET TRUSTEE 1.00 X 0 0 0 SCOTT GILBERTSON 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 CHRIS NELSON TRUSTEE 1.00 X 0 0 0 BORIS PUTANEC 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 ABIGAIL TURIN 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 PHOEBE WHITE TRUSTEE 1.00 X 0 0 0 WANDA HOLLAND GREENE HEAD OF SCHOOL 40.00 X 471897 0 38249 CRISTINA CASACUBERTA DIR OF FINANCE AND OPERATIONS 40.00 X 203844 0 27587 MARK PICKETTS INTERIM MIDDLE SCHOOL HEAD 40.00 X 157166 0 21863 NISA FRANK HEAD OF LOWER SCHOOL 40.00 X 148512 0 20510 LAUREN THORNHILL ED OF INSTITUTIONAL ADVANCEMENT 40.00 X 143474 0 21628 ANN KUNG CONTROLLER 40.00 X 126957 0 12824 TERRY MCDONALD LOWER SCHOOL TEACHER 40.00 X 118064 0 23158 1369914 0 165819 17 0 1 0 MARK CAVAGNERO ASSOCIATES 1045 SANSOME STREET SAN FRANCISCO CA 94111 ARCHITECTURAL SERVICES 1568053 ACRE GOURMENT INC PO BOX 29116 SAN FRANCISCO CA 94129 LUNCH/CATERING 956620 G&J CLEANING MAINTENANCE 1027 LODGEHILL LANE HOUSTON TX 77090 JANITORIAL SERVICES 145916 EPICUREAN GROUP 111 MAIN STREET SUITE 3 LOS ALTOS CA 94022 LUNCH/CATERING 138702 SAN FRANCISCO COMMERCIAL BUILDERS PO BOX 690 SAN FRANCISCO CA 94104 BUILDING CONTRACTORS 103066 7 422550 5583278 395221 6005828 TUITION FEES 611710 14135052 14135052 AFTER SCHOOL PROGRAMS 611710 781068 781068 14916120 203965 29286 174679 25500 0 25500 25500 25500 2667393 0 2667393 2667393 2667393 627442 422550 405875 221567 221567 24040373 14916120 29286 3089139 1970988 1970988 711099 168163 374773 168163 8249344 6699155 985762 564427 492867 357534 106637 28696 1348972 1133669 152811 62492 647706 502332 104059 41315 22138 22138 74641 74641 8770 8770 286090 274019 12071 253793 33036 220757 174884 163538 11346 163122 163122 467473 373978 70121 23374 9586 9586 532205 425764 79831 26610 1134180 907344 170127 56709 166920 133536 25038 8346 LUNCH PROGRAM 760150 760150 SCHOOL ACTIVITES 516628 516628 FIELD TRIPS 146840 146840 PROFESSIONAL DUES 53041 42433 7956 2652 38185 38185 18229622 14575655 2439080 1214887 55436 16485 10456541 12326826 4756259 2461382 101040 824944 476262 549649 51978663 21702885 28843355 30275778 21719682 22507820 1894041 1548941 68302616 70511825 1496452 1361416 6168312 6093779 16699208 16708053 24363972 24163248 X 18441878 19412375 15321862 16573198 10174904 10363004 43938644 46348577 68302616 70511825 X 5810751 -1284871 -2115947 X 0 1 X 1 0 X 15712784 188100 844467 544874 16200477 13616000 1138662 1485428 527306 15712784 13986351 606459 -473335 503475 13616000 13324837 1171048 -41173 468361 13986351 11407442 164508 1649455 -103432 13324837 0.32960 0.63970 0.03070 0 0 12368393 12368393 32635214 19680732 12954482 6975056 2022153 4952903 30275778 X 18659797 -1284871 -1284871 19944668 8770 4086935 4095705 24040373 16249864 0 16249864 8770 1970988 1979758 18229622 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 1,970,988. REVERSAL OF PLEDGES FROM PRIOR YEARS 2,000,000. LOSSES ON UNCOLLECTIBLE PLEDGES FROM PRIOR YEARS 115,947. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID NETTED AGAINST REVENUE ON FINANCIAL STATEMENTS 1,970,988. 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 JUNE 7, 2018. SPRING FUNDRAISER 712252 363650 348602 23113 82591 49490 32681 GOLF 142714 32281 110433 25000 21254 1045 7115 2 195026 26619 168407 6910 32133 7359 117184 1049992 422550 627442 55023 135978 57894 156980 405875 221567 1 FINANCIAL AID 86 1970988 PART I, LINE 2: STAFF ACCOUNTANT WORKS WITH THE DIRECTOR OF FINANCE 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 393574 0 0 0 78323 0 24300 0 13949 0 510146 0 0 0 CRISTINA CASACUBERTA DIR OF FINANCE AND OPERATIONS 203844 0 0 0 0 0 17411 0 10176 0 231431 0 0 0 MARK PICKETTS INTERIM MIDDLE SCHOOL HEAD 157166 0 0 0 0 0 11037 0 10826 0 179029 0 0 0 NISA FRANK HEAD OF LOWER SCHOOL 148512 0 0 0 0 0 9697 0 10813 0 169022 0 0 0 LAUREN THORNHILL ED OF INSTITUTIONAL ADVANCEMENT 143474 0 0 0 0 0 9179 0 12449 0 165102 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 ADDED TO THE W-2 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 $1,158. 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 25 302744 FAIR MARKET VALUE X TICKETS/CERTIFICATES 133 92477 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 BY THE DIRECTOR OF FINANCE AND OPERATIONS 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 BOARD CHAIR AND THE DIRECTOR OF FINANCE AND OPERATIONS 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 DIRECTOR OF FINANCE AND OPERATIONS (DFO) 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 HEAD OF SCHOOL AND DFO 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 CRISTINA CASACUBERTA, DIRECTOR OF FINANCE AND OPERATIONS AT (415) 674-5417. FORM 990, PART XI, LINE 9: REVERSAL OF PLEDGES FROM PRIOR YEARS -2,000,000. LOSSES ON UNCOLLECTIBLE PLEDGES FROM PRIOR YEARS -115,947.