INTERNATIONAL SCHOOL OF SAN FRANCISCO: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- INTERNATIONAL SCHOOL OF SAN FRANCISCO (EIN 94-1558658)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-09
- IRS object ID
- 201831299349301413
- Schema version
- 2016v3.0
- 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 L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-09T10:06:26-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Armanino LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12657 Alcosta Blvd Ste 500 | AddressLine1Txt |
| City | San Ramon | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 945834600 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941558658 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | French American International School | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FREN | BusinessNameControlTxt |
| Phone | 4155582039 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 Oak Street | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Aaron Levine | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4155582000 | PhoneNum |
| Signature | 2018-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Katy Brown | PreparerPersonNm |
| PTIN | P00650274 | PTIN |
| Phone | 9257902600 | PhoneNum |
| Preparation | 2018-05-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Melinda Bihn | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 Oak Street | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $38,397,899 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.frenchamericansf.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1962 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | Provides co-educational, bilingual educational programs for 1,000 students in grades PK-12. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 332 | TotalEmployeeCnt |
| Total Volunteers | 220 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,722,604 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,735,201 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $33,859,042 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $36,205,919 | CYProgramServiceRevenueAmt |
| PY Investment Income | $42,219 | PYInvestmentIncomeAmt |
| CY Investment Income | $99,050 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,301,777 | PYOtherRevenueAmt |
| CY Other Revenue | $202,026 | CYOtherRevenueAmt |
| PY Total Revenue | $36,925,642 | PYTotalRevenueAmt |
| CY Total Revenue | $38,242,196 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,943,364 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,987,584 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $17,615,274 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $18,031,964 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $544,676 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,637,299 | PYOtherExpensesAmt |
| CY Other Expenses | $10,658,260 | CYOtherExpensesAmt |
| PY Total Expenses | $32,195,937 | PYTotalExpensesAmt |
| CY Total Expenses | $33,677,808 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,729,705 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,564,388 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $67,649,785 | TotalAssetsBOYAmt |
| Total Assets EOY | $73,325,979 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $25,435,743 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $26,606,100 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $42,214,042 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $46,719,879 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Guided by the principles of academic rigor and diversity, the French American International School offers programs of study in French and English to prepare its graduates for a world in which the ability to think critically and to communicate across cultures is of paramount importance. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $28,693,810 | ExpenseAmt |
| Grant | $4,987,584 | GrantAmt |
| Revenue | $36,205,919 | RevenueAmt |
| Desc | The French American International School provides co-educational, bilingual educational programs for over 1,000 students in grades PK3 through 12. Accredited by California Association of Independent Schools (CAIS), Western Association of Schools and Colleges (WASC), French Ministry of Education, Council of International Schools (CIS), International Baccalaureate Organization (IBO). Offers California High School diploma, International Baccalaureate and French Baccalaureate to graduates. | Desc |
| Total Program Service Expenses | $28,693,810 | 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 | 0 | 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 | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | 0 | 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 | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | 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 | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | 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 | 37 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 332 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | FR | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | 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 | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | 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 | Yes (1) | 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 |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Aaron Levine CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4155582030 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 Oak Street | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94102 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 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 |
|---|---|---|---|---|---|---|---|
| Emmanuel Lebrun-Damiens | |||||||
| Honorary Chair | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Josh Nossiter | |||||||
| Chair | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Andrea Kennedy | |||||||
| Vice Chair | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Ron Kahn | |||||||
| Secretary | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Stephane de Bord | |||||||
| Treasurer | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Vernon Goins | |||||||
| Council | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JP Balajadia | |||||||
| Board member | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Chris Bonomo | |||||||
| Board member | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Clydene Bultman | |||||||
| Board member | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| John Cate | |||||||
| Board member | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Orpheus Crutchfield | |||||||
| Board member | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Stephan Forget | |||||||
| Board member | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Judith Glickman | |||||||
| Board member | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Diane Jones Lowrey | |||||||
| Board member | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Paul Loeffler | |||||||
| Board member | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| David Low | |||||||
| Board member | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Patrice Maheo | |||||||
| Board member | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Laurie Poston | |||||||
| Board member | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Tex Schenkkan | |||||||
| Board member | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Amy Guggenheim Shenkan | |||||||
| Board member | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Carey Wintroub | |||||||
| board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Debbie Zachareas | |||||||
| Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Melinda Bihn | |||||||
| Head of School | 40.00 | Yes (X) | $386,241 | $0 | $32,902 | ||
| Aaron Levine | |||||||
| CFO | 40.00 | Yes (X) | $230,307 | $0 | $24,813 | ||
| Andrew Brown | |||||||
| Dean of Admissions | 40.00 | $158,551 | $0 | $20,958 | Yes (X) | ||
| Joel Cohen | |||||||
| High School Principal | 40.00 | $144,550 | $0 | $18,607 | Yes (X) | ||
| Jihad Mirza | |||||||
| Director of Advancement | 40.00 | $130,331 | $0 | $9,972 | Yes (X) | ||
| Marie-Pierre Carlotti | |||||||
| Lower School Principal | 40.00 | $133,505 | $0 | $19,666 | Yes (X) | ||
| Scott Kennedy | |||||||
| Athletic Director | 40.00 | $116,885 | $0 | $19,666 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,300,370 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $146,584 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| National Center for International School | |||||
| 150 Oak Street | San Francisco | CA | 94102 | Facilities Management | $4,587,180 |
| Calparrio Travel | |||||
| 323 Geary Street Ste 201 | San Francisco | CA | 94302 | Travel | $561,810 |
| RUSTIC PATHWAYS | |||||
| PO BOX 429 | CHARDON | OH | 44024 | TRAVEL | $312,626 |
| Michael's Transportation | |||||
| 140 Yolano Drive | Vallejo | CA | 94589 | Transportation | $180,201 |
| NEUSTADT CREATIVE MARKETING | |||||
| 1714 EASTERN AVE | BALTIMORE | MD | 21231 | MARKETING | $150,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $175,948 | FundraisingAmt |
| Related Organizations | $247,000 | RelatedOrganizationsAmt |
| All Other Contributions | $1,312,253 | AllOtherContributionsAmt |
| Noncash Contributions | $39,051 | NoncashContributionsAmt |
| Total Contributions | $1,735,201 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Tuition & Fees | 611600 | $34,277,097 | $34,277,097 |
| Auxiliary Program Fees | 611710 | $1,928,822 | $1,928,822 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $36,205,919 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $99,050 | TotalRevenueColumnAmt |
| Exclusion | $99,050 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $235,200 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $235,200 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $235,200 | TotalRevenueColumnAmt |
| Exclusion | $235,200 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $92,270 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $175,948 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $155,703 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$63,433 | TotalRevenueColumnAmt |
| Exclusion | -$63,433 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous Income | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $30,259 | TotalRevenueColumnAmt |
| Exclusion | $30,259 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $30,259 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $38,242,196 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $36,205,919 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $301,076 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,987,584 | TotalAmt |
| Program Services | $4,987,584 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $695,291 | TotalAmt |
| Program Services | $108,528 | ProgramServicesAmt |
| Management And General | $478,236 | ManagementAndGeneralAmt |
| Fundraising | $108,527 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,062,499 | TotalAmt |
| Program Services | $12,249,590 | ProgramServicesAmt |
| Management And General | $1,509,895 | ManagementAndGeneralAmt |
| Fundraising | $303,014 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $724,695 | TotalAmt |
| Program Services | $605,977 | ProgramServicesAmt |
| Management And General | $117,545 | ManagementAndGeneralAmt |
| Fundraising | $1,173 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,997,244 | TotalAmt |
| Program Services | $1,733,335 | ProgramServicesAmt |
| Management And General | $220,783 | ManagementAndGeneralAmt |
| Fundraising | $43,126 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $552,235 | TotalAmt |
| Program Services | $423,101 | ProgramServicesAmt |
| Management And General | $101,879 | ManagementAndGeneralAmt |
| Fundraising | $27,255 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,747 | TotalAmt |
| Management And General | $109,747 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,511 | TotalAmt |
| Management And General | $71,511 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,798 | TotalAmt |
| Management And General | $176,798 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,466 | TotalAmt |
| Program Services | $7,382 | ProgramServicesAmt |
| Management And General | $133,084 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $234,793 | TotalAmt |
| Program Services | $95,750 | ProgramServicesAmt |
| Management And General | $77,462 | ManagementAndGeneralAmt |
| Fundraising | $61,581 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,500 | TotalAmt |
| Management And General | $26,500 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,339,983 | TotalAmt |
| Program Services | $2,921,534 | ProgramServicesAmt |
| Management And General | $418,449 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,838 | TotalAmt |
| Program Services | $147,803 | ProgramServicesAmt |
| Management And General | $29,035 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $246,199 | TotalAmt |
| Program Services | $34,712 | ProgramServicesAmt |
| Management And General | $211,487 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $199,665 | TotalAmt |
| Program Services | $199,665 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,552,425 | TotalAmt |
| Program Services | $1,357,930 | ProgramServicesAmt |
| Management And General | $194,495 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,256 | TotalAmt |
| Program Services | $187,256 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Field Trips & Retreats | $1,567,653 | $1,567,653 | |
| Instructional Expenses | $1,183,738 | $1,118,473 | $65,265 |
| Equip Rental & Maint. | $1,063,781 | $925,919 | $137,862 |
| Other Expenses | $380,907 | $21,618 | $359,289 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,677,808 | TotalAmt |
| Program Services | $28,693,810 | ProgramServicesAmt |
| Management And General | $4,439,322 | ManagementAndGeneralAmt |
| Fundraising | $544,676 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,495,713 | BOYAmt |
| EOY | $3,035,773 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,484,424 | BOYAmt |
| EOY | $20,190,903 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,303 | BOYAmt |
| EOY | $57,617 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,119 | BOYAmt |
| EOY | $235,344 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $496,000 | BOYAmt |
| EOY | $446,000 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,641 | BOYAmt |
| EOY | $107,938 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $600,871 | BOYAmt |
| EOY | $225,858 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $51,447,150 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $13,031,665 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,226,485 | BOYAmt |
| EOY | $38,415,485 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,879,478 | BOYAmt |
| EOY | $10,611,061 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,751 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,649,785 | BOYAmt |
| EOY | $73,325,979 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,256,031 | BOYAmt |
| EOY | $2,803,173 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,640,269 | BOYAmt |
| EOY | $18,555,167 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,504,045 | BOYAmt |
| EOY | $5,217,429 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,398 | BOYAmt |
| EOY | $30,331 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,435,743 | BOYAmt |
| EOY | $26,606,100 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,211,508 | BOYAmt |
| EOY | $46,717,345 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,534 | BOYAmt |
| EOY | $2,534 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,214,042 | BOYAmt |
| EOY | $46,719,879 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,649,785 | BOYAmt |
| EOY | $73,325,979 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,564,388 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$58,551 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,992,402 | OtherCostOrOtherBasisAmt |
| Book Value | $18,992,402 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,179,979 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,032,639 | DepreciationAmt |
| Book Value | $6,147,340 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,832,305 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,763,571 | DepreciationAmt |
| Book Value | $12,068,734 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,732,681 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,513,785 | DepreciationAmt |
| Book Value | $218,896 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,709,783 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,721,670 | DepreciationAmt |
| Book Value | $988,113 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $38,415,485 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Security Deposits | $17,400 |
| Library Lost Books Fund | $12,931 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $30,331 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $34,227,644 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$58,551 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $1,031,583 | OtherRevenueAmt |
| Revenue Not Reported | $973,032 | RevenueNotReportedAmt |
| Revenue Subtotal | $33,254,612 | RevenueSubtotalAmt |
| Other Revenues Not Included | $4,987,584 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $4,987,584 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $38,242,196 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $28,690,224 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $28,690,224 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $4,987,584 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $4,987,584 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $33,677,808 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part X, Line 2: | The School is a qualified organization exempt from Federal and California income taxes under the provisions of 501(c)(3) of the Internal Revenue Code and 23701(d) of the California Revenue and Taxation Code, respectively. Accordingly, no provision for income taxes has been included in the accompanying consolidated financial statements. The School has evaluated its current tax positions and has concluded that as of June 30, 2017 the School does not have any significant uncertain tax positions for which a reserve would be necessary. The School files informational federal and state tax returns. |
| Part XI, Line 2d - Other Adjustments: | ENDOWMENT FUND RESERVE - REPORTED ON ENDOWMENT 990 1,031,583. |
| Part XI, Line 4b - Other Adjustments: | FINANCIAL AID 4,987,584. |
| Part XII, Line 4b - Other Adjustments: | FINANCIAL AID 4,987,584. |
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 school publishes its nondiscriminatory policy in publications jointly with California ISBOA, a local group of Independent Schools in the San Francisco Bay Area. The policy is published annually in the San Francisco Chronicle. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Diner D'Epicure | Event1Nm |
| Gross Receipts Event1 | $207,088 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $170,258 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $36,830 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $75,776 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $16,995 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $14,600 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $13,389 | OtherDirectExpensesEvent1Amt |
| Event2 | Soiree Des Vin | Event2Nm |
| Gross Receipts Event2 | $61,130 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $5,690 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $55,440 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $12,112 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $19,147 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $2,466 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $1,218 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $268,218 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $175,948 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $92,270 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $87,888 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $36,142 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $17,066 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $14,607 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $155,703 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$63,433 | 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 | 371 | RecipientCnt |
| Non Cash Assistance | $4,987,584 | NonCashAssistanceAmt |
| Valuation Method Used | fmv | ValuationMethodUsedDesc |
| Non Cash Assistance | AID IS APPLIED DIRECTLY TO STUDENT ACCOUNT | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Financial Aid files are reviewed annually by the Financial Aid Committee and maintained securely on the School premises. | 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 |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Melinda Bihn | ||||||||||||||
| Head of School | $365,782 | $0 | $3,060 | $0 | $17,399 | $0 | $3,982 | $0 | $28,920 | $0 | $419,143 | $0 | $0 | $0 |
| Aaron Levine | ||||||||||||||
| CFO | $211,058 | $0 | $2,176 | $0 | $17,073 | $0 | $14,841 | $0 | $9,972 | $0 | $255,120 | $0 | $0 | $0 |
| Andrew Brown | ||||||||||||||
| Dean of Admissions | $156,940 | $0 | $1,611 | $0 | $0 | $0 | $0 | $0 | $20,958 | $0 | $179,509 | $0 | $0 | $0 |
| Joel Cohen | ||||||||||||||
| High School Principal | $143,000 | $0 | $1,550 | $0 | $0 | $0 | $0 | $0 | $18,607 | $0 | $163,157 | $0 | $0 | $0 |
| Marie-Pierre Carlotti | ||||||||||||||
| Lower School Principal | $132,084 | $0 | $1,421 | $0 | $0 | $0 | $0 | $0 | $19,666 | $0 | $153,171 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | The Head of School's housing was paid by the School as temporary housing because she was Head of School for a fixed period not exceeding more than one year. This provision was included in the Head of School's employment agreement. |
| Part I, Line 4b | AARON LEVINE, THE CHIEF FINANCIAL OFFICER, AND MELINDA BIHN, THE HEAD OF SCHOOL, PARTICIPATED IN A SECTION 457(B) SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN AND WERE COMPENSATED $17,073 AND $17,399, RESPECTIVELY. |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Melinda Bihn | PersonNm |
| Relationship With Org | Head of School | RelationshipWithOrgTxt |
| Loan Purpose | Housing | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $446,000 | OriginalPrincipalAmt |
| Balance Due | $446,000 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $446,000 | TotalBalanceDueAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $25,484 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | BEVERAGES | Desc |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $13,567 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | THIS NUMBER REPRESENTS THE NUMBER OF CONTRIBUTIONS MADE, NOT THE NUMBER OF ITEMS CONTRIBUTED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | The CFO and Head of School review the Form 990. The return is sent to and reviewed by the entire Board of Trustees before filing. |
| Form 990, Part VI, Section B, line 12c | The conflict of interest policy covers all board members and all employees. Items covered include financial interests, inside information, gifts and favors, and direct reporting relationships with family members. There is an annual board reporting process. Each Board member signs the statement. Any conflicts for the board should be reported to the Board Chair and any conflicts for employees should be reported to either the HR manager or Head of School. Action for conflicts varies from simple disclosure to directed action. Where a potential conflict of interest exists, it shall be the responsibility of the person involved or any other person with knowledge to notify the Board of Trustees of the circumstances resulting in the potential conflict so that the Board of Trustees can provide such guidance and take such action as it shall deem appropriate. No trustee who directly or indirectly is involved in a potential conflict is considered, nor shall the trustee vote on any action of the Board regarding that potential conflict. |
| Form 990, Part VI, Section B, line 15 | A Subcommittee of the Board - the Compensation Committee (independent persons) - reviews and negotiates Head of School compensation based on comparative data gathered and documents such an agreement in a wrtten contract after deliberation. For the Head of School, an independent compensation committee of the Board determines the salary. The Head of School reviews and negotiates Chief Financial Officer compensation based on comparative data and documents such an agreement in a contract after deliberation. |
| Form 990, Part VI, Section C, line 19 | Governing documents, conflict of interest policy, and financial statements are available upon request and posted online via GuideStar. |
| Form 990, Part XII, Line 2c: | The process has not changed from the prior year. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| 98 Franklin Street LLC | |||||||||
| 150 Oak Street | San Francisco | CA | 94102 | 460908225 | Real Estate Holding | CA | $227,200 | $9,649,182 | French American International School |
| French American 1155 Page LLC | |||||||||
| 150 Oak Street | San Francisco | CA | 94102 | 461779470 | Real Estate Holding | CA | $0 | $6,515,339 | French American International School |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Endowment Fund of the French American International School | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 Oak Street | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943394973 | EIN |
| Primary Activities | Endowment management | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | Line 12a, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRENCH AMERICAN INTERNATIONAL SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Endowment Fund of FAIS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $247,000 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |
Comments