2017-05-10T10:23:33-05:00 2016-06-30 941254756 HOOD & STRONG LLP 275 BATTERY ST STE 900 SAN FRANCISCO CA 94111 990 2015-07-01 941393894 THE HAMLIN SCHOOL HAML 4159220300 2120 BROADWAY STREET SAN FRANCISCO CA 941151329 CRISTINA CASACUBERTA DIRECTOR OF FINANCE & OP 4159220300 2017-05-03 1 MAGA E KISRIEV P01008919 4157810793 2015 2021-01-29 14:40:06Z WANDA HOLLAND GREENE 2120 BROADWAY STREET SAN FRANCISCO CA 941151329 18723624 0 X WWW.HAMLIN.ORG X 1896 CA TO EDUCATE GIRLS AND YOUNG WOMEN TO MEET THE CHALLENGES OF THEIR TIME. 29 29 166 400 47830 0 8003479 4062879 12820861 13279664 526606 591119 69588 201865 21420534 18135527 1652233 1703946 0 0 9965029 10460604 122500 0 1018058 4382725 4452655 16122487 16617205 5298047 1518322 59538220 60909630 23602335 24632774 35935885 36276856 X THE HAMLIN SCHOOL EDUCATES GIRLS TO MEET THE CHALLENGES OF THEIR TIME AND INSPIRES THEM TO BECOME EXTRAORDINARY THINKERS AND INNOVATORS, COURAGEOUS LEADERS AND WOMEN OF INTEGRITY. 0 0 12381207 1626371 12595899 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. 444663 68165 439774 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. 128321 0 148117 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. 89828 9410 95874 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. 89828 9410 95874 13044019 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 79 0 1 166 1 1 1 0 0 0 0 0 0 0 0 0 X 29 29 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 X ANN KUNG CONTROLLER 4156745454 2120 BROADWAY STREET SAN FRANCISCO CA 941151329 ANNE MACMILLAN PEDRERO CHAIR 1.00 X X 0 0 0 SHELBY BONNIE CO-VICE CHAIR 1.00 X X 0 0 0 HOPE JARVIS CO-VICE CHAIR 1.00 X X 0 0 0 SAM BRADLEY SECRETARY 1.00 X X 0 0 0 STEVE WALSKE TREASURER 1.00 X X 0 0 0 NINA STANFORD TRUSTEE 1.00 X 0 0 0 ALLISON BENNIGNTON TRUSTEE 1.00 X 0 0 0 SHANNON CADILE TRUSTEE 1.00 X 0 0 0 HEIDI CASTELEIN TRUSTEE 1.00 X 0 0 0 DAVID CHUNG TRUSTEE 1.00 X 0 0 0 JEAN-PIERRE CONTE TRUSTEE 1.00 X 0 0 0 JOHN FERNANDES TRUSTEE 1.00 X 0 0 0 LORAINE FULMER TRUSTEE 1.00 X 0 0 0 JANE GAITO TRUSTEE 1.00 X 0 0 0 DALE HILPERT TRUSTEE 1.00 X 0 0 0 NANCI KAUFFMAN TRUSTEE 1.00 X 0 0 0 AMANDA MICHAEL TRUSTEE 1.00 X 0 0 0 BRANDI MORANDI TRUSTEE 1.00 X 0 0 0 CHRIS NELSON TRUSTEE 1.00 X 0 0 0 RAJ PATEL TRUSTEE 1.00 X 0 0 0 JANE PRIOR TRUSTEE 1.00 X 0 0 0 BORIS PUTANEC TRUSTEE 1.00 X 0 0 0 JESSICA SPALY TRUSTEE 1.00 X 0 0 0 DEREK THOMPSON TRUSTEE 1.00 X 0 0 0 ABIGAIL TURIN TRUSTEE 1.00 X 0 0 0 BROOKS WALKER TRUSTEE 1.00 X 0 0 0 LINDY YURICH TRUSTEE 1.00 X 0 0 0 ANDREA ZOLA TRUSTEE 1.00 X 0 0 0 KASEY BYRNES WAYNE TRUSTEE 1.00 X 0 0 0 WANDA HOLLAND GREENE HEAD OF SCHOOL 40.00 X 434634 0 36523 CRISTINA CASACUBERTA DIR OF FINANCE AND OPERATIONS 40.00 X 173067 0 24020 MARISA BELLINGRATH ASSISTANT HEAD OF SCHOOL 40.00 X 135545 0 25194 LAUREN THORNHILL ED OF INSTITUTIONAL ADVANCEMENT 40.00 X 148175 0 13191 NISA FRANK HEAD OF LOWER SCHOOL 40.00 X 127227 0 13449 MARK PICKETTS DIRECTOR OF TECHNOLOGY 40.00 X 126585 0 17704 ANN KUNG CONTROLLER 40.00 X 112102 0 8936 1257335 0 139017 14 0 1 0 EPICUREAN GROUP 111 MAIN STREET 3 LOS ALTOS CA 94022 FOOD CATERING 806368 MARK CAVAGNERO ASSOCIATES 1045 SANSOME STREET SUITE 200 SAN FRANCISCO CA 94111 ARCHITECT 433263 HERRERO BUILDERS 2100 OAKDALE AVENUE SAN FRANCISCO CA 94124 BUILDING CONTRACTORS 131364 3 557697 3505182 836769 4062879 TUITION FEES 611710 12595899 12595899 AFTER SCHOOL PROGRAMS 611710 683765 683765 13279664 101932 47830 54102 52625 18439 34186 34186 34186 694575 205388 489187 489187 489187 531949 557697 364270 167679 167679 18135527 13279664 47830 745154 1703946 1703946 634940 190185 368681 76074 7432694 5972833 1082342 377519 533613 432417 89079 12117 1280955 1083900 131603 65452 578402 474593 72458 31351 21892 21892 73515 73515 29357 29357 222724 30713 192011 170461 147438 23023 204114 204114 343741 240619 68748 34374 9085 9085 537064 375945 107413 53706 1247480 873236 249496 124748 231917 162342 46383 23192 SCHOOL ACTIVITIES 647447 647447 LUNCH PROGRAM 622707 622707 PROFESSIONAL DUES 44914 31440 8983 4491 FIELD TRIPS 28295 28295 17942 17942 16617205 13044019 2555128 1018058 78367 687772 9702610 7785840 4001116 3927107 106433 761380 388682 496149 49970452 21485843 28664589 28484609 13561181 16428807 2784769 2096334 250473 241632 59538220 60909630 1085578 1657467 5584757 6043307 16932000 16932000 23602335 24632774 X 18900613 17570818 8199030 9669796 8836242 9036242 35935885 36276856 59538220 60909630 1518322 -1177351 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13986351 606459 -473335 503475 13616000 13324837 1171048 -41173 468361 13986351 11407442 164508 1649455 -103432 13324837 11486082 204789 1251781 1535210 11407442 12533001 1297435 -949953 1394401 11486082 0.31950 0.66370 0.01680 0 0 12368393 12368393 31979368 17919295 14060073 5622691 3566548 2056143 28484609 X 15254230 -1177351 -1703946 -2881297 18135527 0 18135527 14913259 0 14913259 1703946 1703946 16617205 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 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 IN JUNE 2016, A NOTICE OF THE NON-DISCRIMINITORY POLICY AS TO STUDENTS WAS PUBLISHED IN THE SAN FRANCISCO CHRONICLE. GALA 794720 396686 398034 15870 85644 53954 28649 GOLF 132375 54875 77500 25000 17740 1076 10290 2 162551 106136 56415 1622 34992 21026 68407 1089646 557697 531949 42492 138376 76056 107346 364270 167679 1 FINANCIAL AID 79 1703946 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. X 1 1 X X 0 0 0 0 0 0 0 0 0 WANDA HOLLAND GREENE HEAD OF SCHOOL 356076 0 0 0 78558 0 23850 0 12673 0 471157 0 0 0 CRISTINA CASACUBERTA DIR OF FINANCE AND OPERATIONS 173067 0 0 0 0 0 11325 0 12695 0 197087 0 0 0 MARISA BELLINGRATH ASSISTANT HEAD OF SCHOOL 135545 0 0 0 0 0 12554 0 12640 0 160739 0 0 0 LAUREN THORNHILL ED OF INSTITUTIONAL ADVANCEMENT 148175 0 0 0 0 0 538 0 12653 0 161366 0 0 0 PART I, LINE 1A THE HEAD OF SCHOOL WAS PROVIDED A RESIDENCE TO LIVE IN AND THE VALUE OF THE HOUSING WAS 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. A CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY 352273601 000000000 2013-11-15 16932000 REFINANCE "2007 BONDS; ACQUISITION AND DEVELOPMENT OF ADJACENT PROPERTY 1 0 0 A 16932000 16932000 195320 2015 0 0 0 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 A 0 0 0 0 0 0 0 0 0 A 0 X 31 718510 FAIR MARKET VALUE X OTHER HOUSEHOLD 89 118259 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THIS COLUMN REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED, NOT THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART I, LINE 6 THE VOLUNTEER ESTIMATE IS BASED ON THE ASSUMPTION THAT AT LEAST ONE PARENT, OFTEN TWO, WILL VOLUNTEER AT HAMLIN SCHOOL TO HELP RAISE FUNDS FOR THE SCHOOL AND BUILD THE COMMUNITY. VOLUNTEER WORK CAN INVOLVE BUT IS NOT LIMITED TO ASSISTING IN THE LIBRARY OR CLASSROOMS, WORKING THE ANNUAL GALA, GOLF OR WINTERFEST EVENTS, SERVING ON THE BOARD OF TRUSTEES OR SOME OTHER OFFICIAL CAPACITY. FORM 990, PART VI, SECTION B, LINE 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.