2018-05-11T17:34:57-05:00 2017-06-30 410746749 CLIFTONLARSONALLEN LLP 2210 EAST ROUTE 66 GLENDORA CA 91740 990 2016-07-01 941201211 PRESIDIO HILL SCHOOL PRES 4157519318 3839 WASHINGTON STREET SAN FRANCISCO CA 94118 TONY MORGAN DIRECTOR OF FINANCE 4157519318 2018-05-11 1 WADE MCMULLEN P00541671 6268577300 2018-04-02 2016 2022-09-23 18:48:47Z TONY MORGAN 3839 WASHINGTON STREET SAN FRANCISCO CA 94118 7219538 0 X WWW.PRESIDIOHILL.ORG X 1918 CA PRIVATE SCHOOL, GRADES K-8 23 20 70 0 0 0 645550 490966 6025433 6503563 14438 0 187513 198924 6872934 7193453 927531 977446 0 0 3764388 3863973 0 0 34216 1972031 2310224 6663950 7151643 208984 41810 21125698 20846976 12982025 12661493 8143673 8185483 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 6162640 977446 6669804 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. 6162640 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 55 0 1 70 1 0 0 0 0 0 0 0 0 0 0 X 23 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 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 MARY INMAN VICE CHAIR 5.00 X X 0 0 0 TYLER ABBOTT MEMBER 4.00 X 0 0 0 APRIL ASAI MEMBER 4.00 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 ERIC FRIEDMAN MEMBER 4.00 X 0 0 0 A AMAR INALSINGH MEMBER 3.00 X 0 0 0 JENI IZUEL MEMBER 3.00 X 0 0 0 NOEL KAUFMAN MEMBER 4.00 X 0 0 0 LINDA LEBLANC MEMBER 3.00 X 0 0 0 JULIE LEPINARD MEMBER 3.00 X 0 0 0 MARYANN LORUSSO MEMBER 4.00 X 0 0 0 CHRISTINA MARCHIEL MEMBER 3.00 X 0 0 0 JEAN RINEY-NIEWIADOMSKI MEMBER 3.00 X 0 0 0 GARY SAYDAH MEMBER 3.00 X 0 0 0 ETHAN WEISS MEMBER 3.00 X 0 0 0 ELIZABETH GOODE MEMBER 40.00 X 63087 0 150 TAMARA ARBOIT MEMBER 40.00 X 75786 0 3100 KEVIN JACOBSON MEMBER/HEAD OF SCHOOL 40.00 X 125000 0 38359 LYNDA SANJURJO-RUTTER DIRECTOR OF DEVELOPMENT 40.00 X 109801 0 17430 TONY MORGAN DIRECTOR OF FINANCE & OPERATIONS 40.00 X 155099 0 15283 LISA JELI ASSISTANT HEAD OF SCHOOL AND HEAD OF THE MIDDLE SC 40.00 X 124126 0 18518 652899 0 92840 4 0 1 0 0 11263 479703 490966 TUITION AND FEES 611600 6503563 6503563 6503563 58768 11263 26085 32683 32683 ALL OTHER REVENUE 611710 166241 166241 166241 7193453 6669804 0 32683 977446 977446 288359 288359 2858789 2407646 451143 136788 117200 19588 350776 307432 43344 229261 196949 32312 83876 83876 17144 17144 494165 220620 245492 28053 3468 3468 82714 78878 3836 410542 384872 19507 6163 77000 77000 361588 361588 639163 607205 31958 62380 59261 3119 BOOKS AND SUPPLIES 78184 78184 7151643 6162640 954787 34216 3733765 3347147 90194 89260 401363 84500 78250 6772 63741 33509 22855388 5569600 16758385 17285788 21125698 20846976 98468 61773 3508393 3408812 8652400 500000 500000 8823822 51342 38508 12982025 12661493 X 6931976 8086465 1201243 88564 10454 10454 8143673 8185483 21125698 20846976 41810 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 95650 512 512 95650 95650 321 321 95650 95650 439 439 95650 95650 439 439 95650 95650 255 255 95650 1.00000 0 0 5275000 5275000 16508430 4631037 11877393 1071958 938563 133395 17285788 CAPITAL LEASES CURRENT 12836 CAPITAL LEASES NONCURRENT 25672 38508 X 6242092 -951361 -951361 7193453 0 7193453 6200282 26085 26085 6174197 977446 977446 7151643 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: FINANCIAL AID -977,446. FUNDRAISING EXPENSES 26,085. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 26,085. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 977,446. 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 AS A GROUP ON WWW.ISSFBA.ORG - INDEPENDENT SCHOOLS OF THE SAN FRANCISCO BAY. SPRING WONDERBASH 17913 11263 6650 5000 1626 WALKATHON 46118 46118 225 255 1179 2781 1 6000 6000 12100 240 2679 70031 11263 58768 225 17355 1419 7086 26085 32683 0 SCHOLARSHIP/FINANCIAL AID 40 977446 FMV 0 0 0 0 0 0 0 0 0 KEVIN JACOBSON MEMBER/HEAD OF SCHOOL 125000 0 0 0 0 0 11803 0 26556 0 163359 0 0 0 TONY MORGAN DIRECTOR OF FINANCE & OPERATIONS 155099 0 0 0 0 0 7093 0 8190 0 170382 0 0 0 A CALIFORNIA STATEWIDE DEVELOPMENT AUTHORITY 680164610 NONEAVAIL 2014-12-01 9290000 REFINANCING DEBT RELATED TO PROPERTY DEVELOPMENT FOR FACILITIES 0 1 0 A 9185177 9290000 104823 2015 0 0 1 1 A 1 0 0 0 0 0 0 A 1 0 0 0 0 0 ARGUELLO PARTNERS LLC TRUSTEE MEMBERS PURCHASE OF PROPERTY FOR THE SCHOOL X 6500000 500000 0 1 1 500000 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 A CONFLICT OF INTEREST MAY BE CONSIDERED TO EXIST IN THOSE INSTANCES WHERE THE ACTIONS OR ACTIVITIES OF AN INDIVIDUAL ON BEHALF OF THE SCHOOL ALSO INVOLVE (A) OBTAINING OF AN IMPROPER PERSONAL GAIN OR ADVANTAGE; (B) AN ADVERSE EFFECT ON THE SCHOOL'S INTERESTS, OR (C) THE OBTAINING BY A THIRD PARTY OF AN IMPROPER GAIN OR ADVANTAGE. DISCLOSURE SHOULD BE 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.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.