HAMLIN SCHOOL: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- HAMLIN SCHOOL (EIN 94-1393894)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-10
- IRS object ID
- 201701309349301440
- Schema version
- 2015v3.0
- 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 K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-10T10:23:33-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941254756 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOOD & STRONG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 BATTERY ST STE 900 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941393894 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HAMLIN SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HAML | BusinessNameControlTxt |
| Phone | 4159220300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2120 BROADWAY STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941151329 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CRISTINA CASACUBERTA | PersonNm |
| Person Title | DIRECTOR OF FINANCE & OP | PersonTitleTxt |
| Phone | 4159220300 | PhoneNum |
| Signature | 2017-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MAGA E KISRIEV | PreparerPersonNm |
| PTIN | P01008919 | PTIN |
| Phone | 4157810793 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | WANDA HOLLAND GREENE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2120 BROADWAY STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941151329 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $18,723,624 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HAMLIN.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1896 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO EDUCATE GIRLS AND YOUNG WOMEN TO MEET THE CHALLENGES OF THEIR TIME. | ActivityOrMissionDesc |
| Voting Members Governing Body | 29 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 29 | VotingMembersIndependentCnt |
| Total Employee | 166 | TotalEmployeeCnt |
| Total Volunteers | 400 | TotalVolunteersCnt |
| Total Gross UBI | $47,830 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,003,479 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,062,879 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $12,820,861 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $13,279,664 | CYProgramServiceRevenueAmt |
| PY Investment Income | $526,606 | PYInvestmentIncomeAmt |
| CY Investment Income | $591,119 | CYInvestmentIncomeAmt |
| PY Other Revenue | $69,588 | PYOtherRevenueAmt |
| CY Other Revenue | $201,865 | CYOtherRevenueAmt |
| PY Total Revenue | $21,420,534 | PYTotalRevenueAmt |
| CY Total Revenue | $18,135,527 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,652,233 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,703,946 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,965,029 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $10,460,604 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $122,500 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,018,058 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,382,725 | PYOtherExpensesAmt |
| CY Other Expenses | $4,452,655 | CYOtherExpensesAmt |
| PY Total Expenses | $16,122,487 | PYTotalExpensesAmt |
| CY Total Expenses | $16,617,205 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,298,047 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,518,322 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $59,538,220 | TotalAssetsBOYAmt |
| Total Assets EOY | $60,909,630 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $23,602,335 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $24,632,774 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $35,935,885 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $36,276,856 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $12,381,207 | ExpenseAmt |
| Grant | $1,626,371 | GrantAmt |
| Revenue | $12,595,899 | RevenueAmt |
| Desc | OUR K-8 EDUCATIONAL PROGRAM SERVES APPROXIMATELY 400 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $444,663 | ExpenseAmt |
| Grant | $68,165 | GrantAmt |
| Revenue | $439,774 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $128,321 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $148,117 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $89,828 | ExpenseAmt |
| Grant | $9,410 | GrantAmt |
| Revenue | $95,874 | RevenueAmt |
| Desc | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $89,828 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $9,410 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $95,874 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $13,044,019 | 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 | Yes (1) | 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 | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | 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 | 0 | DisregardedEntityInd |
| Related Entity | 0 | 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 | 79 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 166 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| 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 | 29 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 29 | 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 | 0 | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANN KUNG CONTROLLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4156745454 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2120 BROADWAY STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941151329 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (36 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 |
|---|---|---|---|---|---|---|---|
| ANNE MACMILLAN PEDRERO | |||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SHELBY BONNIE | |||||||
| CO-VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| HOPE JARVIS | |||||||
| CO-VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SAM BRADLEY | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| STEVE WALSKE | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| NINA STANFORD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ALLISON BENNIGNTON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SHANNON CADILE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HEIDI CASTELEIN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID CHUNG | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEAN-PIERRE CONTE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN FERNANDES | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LORAINE FULMER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JANE GAITO | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DALE HILPERT | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NANCI KAUFFMAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| AMANDA MICHAEL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRANDI MORANDI | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRIS NELSON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RAJ PATEL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JANE PRIOR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BORIS PUTANEC | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JESSICA SPALY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DEREK THOMPSON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ABIGAIL TURIN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BROOKS WALKER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDY YURICH | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREA ZOLA | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KASEY BYRNES WAYNE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WANDA HOLLAND GREENE | |||||||
| HEAD OF SCHOOL | 40.00 | Yes (X) | $434,634 | $0 | $36,523 | ||
| CRISTINA CASACUBERTA | |||||||
| DIR OF FINANCE AND OPERATIONS | 40.00 | Yes (X) | $173,067 | $0 | $24,020 | ||
| MARISA BELLINGRATH | |||||||
| ASSISTANT HEAD OF SCHOOL | 40.00 | $135,545 | $0 | $25,194 | Yes (X) | ||
| LAUREN THORNHILL | |||||||
| ED OF INSTITUTIONAL ADVANCEMENT | 40.00 | $148,175 | $0 | $13,191 | Yes (X) | ||
| NISA FRANK | |||||||
| HEAD OF LOWER SCHOOL | 40.00 | $127,227 | $0 | $13,449 | Yes (X) | ||
| MARK PICKETTS | |||||||
| DIRECTOR OF TECHNOLOGY | 40.00 | $126,585 | $0 | $17,704 | Yes (X) | ||
| ANN KUNG | |||||||
| CONTROLLER | 40.00 | $112,102 | $0 | $8,936 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,257,335 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $139,017 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 14 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| EPICUREAN GROUP | |||||
| 111 MAIN STREET 3 | LOS ALTOS | CA | 94022 | FOOD CATERING | $806,368 |
| MARK CAVAGNERO ASSOCIATES | |||||
| 1045 SANSOME STREET SUITE 200 | SAN FRANCISCO | CA | 94111 | ARCHITECT | $433,263 |
| HERRERO BUILDERS | |||||
| 2100 OAKDALE AVENUE | SAN FRANCISCO | CA | 94124 | BUILDING CONTRACTORS | $131,364 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $557,697 | FundraisingAmt |
| All Other Contributions | $3,505,182 | AllOtherContributionsAmt |
| Noncash Contributions | $836,769 | NoncashContributionsAmt |
| Total Contributions | $4,062,879 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION FEES | 611710 | $12,595,899 | $12,595,899 |
| AFTER SCHOOL PROGRAMS | 611710 | $683,765 | $683,765 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $13,279,664 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $101,932 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $47,830 | UnrelatedBusinessRevenueAmt |
| Exclusion | $54,102 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $52,625 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $18,439 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $34,186 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $34,186 | TotalRevenueColumnAmt |
| Exclusion | $34,186 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $694,575 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $205,388 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $489,187 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $489,187 | TotalRevenueColumnAmt |
| Exclusion | $489,187 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $531,949 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $557,697 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $364,270 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $167,679 | TotalRevenueColumnAmt |
| Exclusion | $167,679 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,135,527 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,279,664 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $47,830 | UnrelatedBusinessRevenueAmt |
| Exclusion | $745,154 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,703,946 | TotalAmt |
| Program Services | $1,703,946 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $634,940 | TotalAmt |
| Program Services | $190,185 | ProgramServicesAmt |
| Management And General | $368,681 | ManagementAndGeneralAmt |
| Fundraising | $76,074 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,432,694 | TotalAmt |
| Program Services | $5,972,833 | ProgramServicesAmt |
| Management And General | $1,082,342 | ManagementAndGeneralAmt |
| Fundraising | $377,519 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $533,613 | TotalAmt |
| Program Services | $432,417 | ProgramServicesAmt |
| Management And General | $89,079 | ManagementAndGeneralAmt |
| Fundraising | $12,117 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,280,955 | TotalAmt |
| Program Services | $1,083,900 | ProgramServicesAmt |
| Management And General | $131,603 | ManagementAndGeneralAmt |
| Fundraising | $65,452 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $578,402 | TotalAmt |
| Program Services | $474,593 | ProgramServicesAmt |
| Management And General | $72,458 | ManagementAndGeneralAmt |
| Fundraising | $31,351 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,892 | TotalAmt |
| Management And General | $21,892 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,515 | TotalAmt |
| Management And General | $73,515 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,357 | TotalAmt |
| Management And General | $29,357 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $222,724 | TotalAmt |
| Management And General | $30,713 | ManagementAndGeneralAmt |
| Fundraising | $192,011 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,461 | TotalAmt |
| Management And General | $147,438 | ManagementAndGeneralAmt |
| Fundraising | $23,023 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $204,114 | TotalAmt |
| Program Services | $204,114 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $343,741 | TotalAmt |
| Program Services | $240,619 | ProgramServicesAmt |
| Management And General | $68,748 | ManagementAndGeneralAmt |
| Fundraising | $34,374 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,085 | TotalAmt |
| Management And General | $9,085 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $537,064 | TotalAmt |
| Program Services | $375,945 | ProgramServicesAmt |
| Management And General | $107,413 | ManagementAndGeneralAmt |
| Fundraising | $53,706 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,247,480 | TotalAmt |
| Program Services | $873,236 | ProgramServicesAmt |
| Management And General | $249,496 | ManagementAndGeneralAmt |
| Fundraising | $124,748 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $231,917 | TotalAmt |
| Program Services | $162,342 | ProgramServicesAmt |
| Management And General | $46,383 | ManagementAndGeneralAmt |
| Fundraising | $23,192 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SCHOOL ACTIVITIES | $647,447 | $647,447 | ||
| LUNCH PROGRAM | $622,707 | $622,707 | ||
| PROFESSIONAL DUES | $44,914 | $31,440 | $8,983 | $4,491 |
| FIELD TRIPS | $28,295 | $28,295 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,942 | TotalAmt |
| Management And General | $17,942 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,617,205 | TotalAmt |
| Program Services | $13,044,019 | ProgramServicesAmt |
| Management And General | $2,555,128 | ManagementAndGeneralAmt |
| Fundraising | $1,018,058 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,367 | BOYAmt |
| EOY | $687,772 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,702,610 | BOYAmt |
| EOY | $7,785,840 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,001,116 | BOYAmt |
| EOY | $3,927,107 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,433 | BOYAmt |
| EOY | $761,380 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $388,682 | BOYAmt |
| EOY | $496,149 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $49,970,452 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $21,485,843 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,664,589 | BOYAmt |
| EOY | $28,484,609 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,561,181 | BOYAmt |
| EOY | $16,428,807 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,784,769 | BOYAmt |
| EOY | $2,096,334 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $250,473 | BOYAmt |
| EOY | $241,632 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,538,220 | BOYAmt |
| EOY | $60,909,630 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,085,578 | BOYAmt |
| EOY | $1,657,467 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,584,757 | BOYAmt |
| EOY | $6,043,307 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,932,000 | BOYAmt |
| EOY | $16,932,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,602,335 | BOYAmt |
| EOY | $24,632,774 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,900,613 | BOYAmt |
| EOY | $17,570,818 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,199,030 | BOYAmt |
| EOY | $9,669,796 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,836,242 | BOYAmt |
| EOY | $9,036,242 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,935,885 | BOYAmt |
| EOY | $36,276,856 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,538,220 | BOYAmt |
| EOY | $60,909,630 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,518,322 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,177,351 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,986,351 | BeginningYearBalanceAmt |
| Contributions | $606,459 | ContributionsAmt |
| Investment Earnings Or Losses | -$473,335 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $503,475 | OtherExpendituresAmt |
| End Year Balance | $13,616,000 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,324,837 | BeginningYearBalanceAmt |
| Contributions | $1,171,048 | ContributionsAmt |
| Investment Earnings Or Losses | -$41,173 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $468,361 | OtherExpendituresAmt |
| End Year Balance | $13,986,351 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,407,442 | BeginningYearBalanceAmt |
| Contributions | $164,508 | ContributionsAmt |
| Investment Earnings Or Losses | $1,649,455 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$103,432 | OtherExpendituresAmt |
| End Year Balance | $13,324,837 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,486,082 | BeginningYearBalanceAmt |
| Contributions | $204,789 | ContributionsAmt |
| Investment Earnings Or Losses | $1,251,781 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,535,210 | OtherExpendituresAmt |
| End Year Balance | $11,407,442 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,533,001 | BeginningYearBalanceAmt |
| Contributions | $1,297,435 | ContributionsAmt |
| Investment Earnings Or Losses | -$949,953 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,394,401 | OtherExpendituresAmt |
| End Year Balance | $11,486,082 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.31950 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.66370 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.01680 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,368,393 | OtherCostOrOtherBasisAmt |
| Book Value | $12,368,393 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $31,979,368 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,919,295 | DepreciationAmt |
| Book Value | $14,060,073 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,622,691 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,566,548 | DepreciationAmt |
| Book Value | $2,056,143 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $28,484,609 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $15,254,230 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,177,351 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$1,703,946 | OtherRevenueAmt |
| Revenue Not Reported | -$2,881,297 | RevenueNotReportedAmt |
| Revenue Subtotal | $18,135,527 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $18,135,527 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $14,913,259 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $14,913,259 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $1,703,946 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,703,946 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $16,617,205 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE BOARD OF TRUSTEES OF THE SCHOOL HAS INTERPRETED THE SPMIFA AS REQUIRING THE PRESERVATION OF THE FAIR VALUE OF THE ORIGINAL GIFT AS OF THE GIFT DATE OF THE DONOR-RESTRICTED ENDOWMENT FUNDS ABSENT EXPLICIT DONOR STIPULATIONS TO THE CONTRARY. AS A RESULT OF THIS INTERPRETATION, 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 2D - OTHER ADJUSTMENTS: | FINANCIAL AID NETTED AGAINST REVENUE ON FS -1,703,946. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID NETTED AGAINST REVENUE ON FS 1,703,946. |
| PART XI, LINE 1: | TOTAL REVENUE PER AUDITED FINANCIAL STATEMENTS $15,297,113 NET LOSS FROM HSPA -42,883 PART XI, LINE 1, TOTAL REVENUE $15,254,230 |
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 | IN JUNE 2016, A NOTICE OF THE NON-DISCRIMINITORY POLICY AS TO STUDENTS WAS PUBLISHED IN THE SAN FRANCISCO CHRONICLE. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $794,720 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $396,686 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $398,034 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $15,870 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $85,644 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $53,954 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $28,649 | OtherDirectExpensesEvent1Amt |
| Event2 | GOLF | Event2Nm |
| Gross Receipts Event2 | $132,375 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $54,875 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $77,500 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $25,000 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $17,740 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $1,076 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $10,290 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $162,551 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $106,136 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $56,415 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $1,622 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $34,992 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $21,026 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $68,407 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,089,646 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $557,697 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $531,949 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $42,492 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $138,376 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $76,056 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $107,346 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $364,270 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $167,679 | 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 | FINANCIAL AID | GrantTypeTxt |
| Recipient | 79 | RecipientCnt |
| Cash Grant | $1,703,946 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | REGISTRAR WORKS WITH DIRECTOR OF FINANCE TO KEEP TRACK OF 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. |
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 |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WANDA HOLLAND GREENE | ||||||||||||||
| HEAD OF SCHOOL | $356,076 | $0 | $0 | $0 | $78,558 | $0 | $23,850 | $0 | $12,673 | $0 | $471,157 | $0 | $0 | $0 |
| CRISTINA CASACUBERTA | ||||||||||||||
| DIR OF FINANCE AND OPERATIONS | $173,067 | $0 | $0 | $0 | $0 | $0 | $11,325 | $0 | $12,695 | $0 | $197,087 | $0 | $0 | $0 |
| MARISA BELLINGRATH | ||||||||||||||
| ASSISTANT HEAD OF SCHOOL | $135,545 | $0 | $0 | $0 | $0 | $0 | $12,554 | $0 | $12,640 | $0 | $160,739 | $0 | $0 | $0 |
| LAUREN THORNHILL | ||||||||||||||
| ED OF INSTITUTIONAL ADVANCEMENT | $148,175 | $0 | $0 | $0 | $0 | $0 | $538 | $0 | $12,653 | $0 | $161,366 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | THE HEAD OF SCHOOL WAS PROVIDED A RESIDENCE TO LIVE IN AND THE VALUE OF THE HOUSING 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 $742. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 352273601 | BondIssuerEIN |
| CUSIP | 000000000 | CUSIPNum |
| Bond Issued | 2013-11-15 | BondIssuedDt |
| Issue Price | $16,932,000 | IssuePriceAmt |
| Purpose | REFINANCE "2007 BONDS; ACQUISITION AND DEVELOPMENT OF ADJACENT PROPERTY | PurposeDesc |
| Defeased | Yes (1) | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Bond Defeased | $16,932,000 | BondDefeasedAmt |
| Total Proceeds | $16,932,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $195,320 | IssuanceCostsFromProceedsAmt |
| Substantial Completion | 2015 | SubstantialCompletionYr |
| Current Refunding | 0 | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | 0 | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 31 | ContributionCnt |
| Noncash Contributions Rpt F990 | $718,510 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | OTHER HOUSEHOLD | Desc |
| Contribution | 89 | ContributionCnt |
| Noncash Contributions Rpt F990 | $118,259 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| 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 COLUMN REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED, NOT THE NUMBER OF ITEMS CONTRIBUTED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 11 | THE FINAL DRAFT OF THE FORM 990 WAS DISRIBUTED BY THE DIRECTOR OF FINANCE AND OPERATIONS TO THE AUDIT COMMITTEE PRIOR TO THE MAY 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 15A | 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 6104(D). REQUESTS CAN BE MADE TO CRISTINA CASACUBERTA, DIRECTOR OF FINANCE AND OPERATIONS AT (415) 674-5417. |