PRESIDIO HILL SCHOOL: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- PRESIDIO HILL SCHOOL (EIN 94-1201211)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-15
- IRS object ID
- 201731359349313193
- 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 L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-15T16:01:18-07:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 952242818 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VICENTI LLOYD & STUTZMAN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2210 E ROUTE 66 STE 100 | AddressLine1Txt |
| City | GLENDORA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 917404676 | 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 | 941201211 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRESIDIO HILL SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PRES | BusinessNameControlTxt |
| Phone | 4157519318 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3839 WASHINGTON STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94118 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TONY MORGAN | PersonNm |
| Person Title | DIRECTOR OF FINANCE | PersonTitleTxt |
| Phone | 4157519318 | PhoneNum |
| Signature | 2017-02-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WADE MCMULLEN CPA | PreparerPersonNm |
| PTIN | P00541671 | PTIN |
| Phone | 6268577300 | PhoneNum |
| Preparation | 2017-05-12 | PreparationDt |
| 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 | TONY MORGAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3839 WASHINGTON ST | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94118 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,909,323 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PRESIDIOHILL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1918 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | PRIVATE SCHOOL, GRADES K-8 | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 66 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $4,883,196 | PYContributionsGrantsAmt |
| CY Contributions Grants | $645,550 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,463,808 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,025,433 | CYProgramServiceRevenueAmt |
| PY Investment Income | $28,523 | PYInvestmentIncomeAmt |
| CY Investment Income | $14,438 | CYInvestmentIncomeAmt |
| PY Other Revenue | $310,577 | PYOtherRevenueAmt |
| CY Other Revenue | $187,513 | CYOtherRevenueAmt |
| PY Total Revenue | $10,686,104 | PYTotalRevenueAmt |
| CY Total Revenue | $6,872,934 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $797,317 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $927,531 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,490,413 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,764,388 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $30,341 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,919,681 | PYOtherExpensesAmt |
| CY Other Expenses | $1,972,031 | CYOtherExpensesAmt |
| PY Total Expenses | $6,207,411 | PYTotalExpensesAmt |
| CY Total Expenses | $6,663,950 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,478,693 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $208,984 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $20,998,205 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,125,698 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $13,063,516 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,982,025 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,934,689 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,143,673 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $5,690,971 | ExpenseAmt |
| Grant | $927,531 | GrantAmt |
| Revenue | $6,122,259 | RevenueAmt |
| Desc | 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 200 K-8TH GRADE STUDENTS. | Desc |
| Total Program Service Expenses | $5,690,971 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (true) | LoanOutstandingInd |
| Grant To Related Person | Yes (true) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 39 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 66 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT DUYAN - HEAD OF SCHOOL | PersonNm |
| Phone | 4157519318 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3839 WASHINGTON STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94118 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 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 |
|---|---|---|---|---|---|---|---|
| SCOTT DUYAN | |||||||
| HEAD OF SCHO | 40.00 | Yes (X) | Yes (X) | $207,083 | $0 | $69,808 | |
| TAMARA ARBOIT | |||||||
| FACULTY REP | 40.00 | Yes (X) | $72,462 | $0 | $27,007 | ||
| MICHELLE DONAHOE | |||||||
| FACULTY REP | 40.00 | Yes (X) | $58,806 | $0 | $15,972 | ||
| MARY INMAN | |||||||
| VICE CHAIR | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| TYLER ABBOTT | |||||||
| MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| IAN EDMUNDSON | |||||||
| SECRETARY/TR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| JULIE LEPINARD | |||||||
| MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| JENI IZUEL | |||||||
| MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| NOEL KAUFMAN | |||||||
| MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHELLE RANDALL | |||||||
| BOARD CHAIR | 8.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARYANN LORUSSO | |||||||
| MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| ETHAN WEISS | |||||||
| MEMBER | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| STEPHANIE SIGUE | |||||||
| MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| XOCHI BIRCH | |||||||
| MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| GARY SAYDAH | |||||||
| MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| JONATHAN ALEXANDER | |||||||
| MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| TREVOR MCNEIL | |||||||
| MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTINA MALUENDA MARCHIEL | |||||||
| MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDA LEBLANC | |||||||
| MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| A AMAR INALSINGH | |||||||
| MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| REGINA BALISTRERI | |||||||
| MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| APRIL ASAI | |||||||
| MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL SCHARFF | |||||||
| MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| LISA JELI | |||||||
| ASST HEAD OF | 40.00 | $115,658 | $0 | $28,215 | Yes (X) | ||
| LYNDA SANJURJO-RUTTER | |||||||
| DIRECTOR OF | 40.00 | $104,469 | $0 | $32,681 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $558,478 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $173,683 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Fundraising | $21,108 | FundraisingAmt |
| All Other Contributions | $624,442 | AllOtherContributionsAmt |
| Total Contributions | $645,550 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TUITION AND FEES | Desc |
| Total Revenue Column | $6,025,433 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,025,433 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,025,433 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,438 | TotalRevenueColumnAmt |
| Exclusion | $14,438 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,000 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,000 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,000 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $127,076 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $21,108 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $36,389 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $90,687 | TotalRevenueColumnAmt |
| Exclusion | $49,727 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALL OTHER REVENUE | Desc |
| Total Revenue Column | $94,826 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $94,826 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $94,826 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,872,934 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,122,259 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $64,165 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $927,531 | TotalAmt |
| Program Services | $927,531 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $518,417 | TotalAmt |
| Program Services | $518,417 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,590,843 | TotalAmt |
| Program Services | $2,149,653 | ProgramServicesAmt |
| Management And General | $441,190 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,838 | TotalAmt |
| Program Services | $114,404 | ProgramServicesAmt |
| Management And General | $21,434 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $301,161 | TotalAmt |
| Program Services | $256,321 | ProgramServicesAmt |
| Management And General | $44,840 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $218,129 | TotalAmt |
| Program Services | $188,466 | ProgramServicesAmt |
| Management And General | $29,663 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,751 | TotalAmt |
| Management And General | $56,751 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,750 | TotalAmt |
| Management And General | $18,750 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167,333 | TotalAmt |
| Program Services | $42,806 | ProgramServicesAmt |
| Management And General | $120,470 | ManagementAndGeneralAmt |
| Fundraising | $4,057 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,383 | TotalAmt |
| Management And General | $12,797 | ManagementAndGeneralAmt |
| Fundraising | $586 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,157 | TotalAmt |
| Program Services | $51,087 | ProgramServicesAmt |
| Management And General | $84,769 | ManagementAndGeneralAmt |
| Fundraising | $13,301 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,402 | TotalAmt |
| Program Services | $84,890 | ProgramServicesAmt |
| Management And General | $4,512 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,765 | TotalAmt |
| Program Services | $43,452 | ProgramServicesAmt |
| Management And General | $1,699 | ManagementAndGeneralAmt |
| Fundraising | $5,614 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,332 | TotalAmt |
| Program Services | $5,599 | ProgramServicesAmt |
| Management And General | $3,733 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $366,864 | TotalAmt |
| Program Services | $348,521 | ProgramServicesAmt |
| Management And General | $18,343 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $429,197 | TotalAmt |
| Program Services | $407,737 | ProgramServicesAmt |
| Management And General | $21,460 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,895 | TotalAmt |
| Program Services | $52,150 | ProgramServicesAmt |
| Management And General | $2,745 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EQUIPMENT RENTAL/MAINTENA | $212,685 | $203,220 | $9,465 | |
| OTHER EXPENSES | $111,542 | $59,711 | $45,048 | $6,783 |
| BOOKS AND MATERIALS | $99,526 | $99,526 | ||
| STAFF DEVELOPMENT | $74,656 | $69,687 | $4,969 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,793 | TotalAmt |
| Program Services | $67,793 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,663,950 | TotalAmt |
| Program Services | $5,690,971 | ProgramServicesAmt |
| Management And General | $942,638 | ManagementAndGeneralAmt |
| Fundraising | $30,341 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,676,210 | BOYAmt |
| EOY | $3,733,765 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,748 | BOYAmt |
| EOY | $90,194 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $859,724 | BOYAmt |
| EOY | $479,613 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $189,731 | BOYAmt |
| EOY | $63,741 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $21,688,820 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,930,435 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,140,792 | BOYAmt |
| EOY | $16,758,385 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,998,205 | BOYAmt |
| EOY | $21,125,698 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,625 | BOYAmt |
| EOY | $98,468 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,382,104 | BOYAmt |
| EOY | $3,508,393 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $500,000 | BOYAmt |
| EOY | $500,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,987,609 | BOYAmt |
| EOY | $8,823,822 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,178 | BOYAmt |
| EOY | $51,342 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,063,516 | BOYAmt |
| EOY | $12,982,025 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,287,232 | BOYAmt |
| EOY | $6,931,976 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,637,003 | BOYAmt |
| EOY | $1,201,243 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,454 | BOYAmt |
| EOY | $10,454 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,934,689 | BOYAmt |
| EOY | $8,143,673 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,998,205 | BOYAmt |
| EOY | $21,125,698 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $208,984 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $95,650 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $321 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $321 | OtherExpendituresAmt |
| End Year Balance | $95,650 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $95,650 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $439 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $439 | OtherExpendituresAmt |
| End Year Balance | $95,650 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $95,650 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $439 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $439 | OtherExpendituresAmt |
| End Year Balance | $95,650 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $95,650 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $255 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $255 | OtherExpendituresAmt |
| End Year Balance | $95,650 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $106,650 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $299 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $11,299 | OtherExpendituresAmt |
| End Year Balance | $95,650 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,275,000 | OtherCostOrOtherBasisAmt |
| Book Value | $5,275,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,387,180 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,079,176 | DepreciationAmt |
| Book Value | $11,308,004 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $965,030 | OtherCostOrOtherBasisAmt |
| Depreciation | $795,672 | DepreciationAmt |
| Book Value | $169,358 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $61,610 | OtherCostOrOtherBasisAmt |
| Depreciation | $55,587 | DepreciationAmt |
| Book Value | $6,023 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $16,758,385 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CAPITAL LEASES NONCURRENT | $38,506 |
| CAPITAL LEASES CURRENT | $12,836 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $51,342 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,075,617 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | -$797,317 | OtherRevenueAmt |
| Revenue Not Reported | -$797,317 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,872,934 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $6,872,934 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,866,633 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $5,866,633 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $797,317 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $797,317 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,663,950 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 2, PART V, LINE 4 | THE SCHOOL'S ENDOWMENT CONSISTS OF FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. |
| SCHEDULE D, PAGE 3, PART X | 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. |
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | SCHOLARSHIPS AND TUITION ASSISTANCE -797,317 |
| SCHEDULE D, PAGE 4, PART XII, LINE 4B | SCHOLARSHIPS AND TUITION ASSISTANCE 797,317 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | false | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, LINE 3 | FormAndLineReferenceDesc |
| Explanation | 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 | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | AUCTION | Event1Nm |
| Gross Receipts Event1 | $98,433 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $21,108 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $77,325 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $5,614 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $6,310 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $2,255 | OtherDirectExpensesEvent1Amt |
| Event2 | WALKATHON | Event2Nm |
| Gross Receipts Event2 | $43,061 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $43,061 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $459 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $1,313 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $329 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $6,690 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $6,690 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $15,503 | RentFcltyCostsOtherEventsAmt |
| Oth Direct Expnss Other Events | $4,606 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $148,184 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $21,108 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $127,076 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $21,576 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $7,623 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $7,190 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $36,389 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $90,687 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIP/FINANCIAL AID | GrantTypeTxt |
| Recipient | 41 | RecipientCnt |
| Cash Grant | $927,531 | CashGrantAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | SCHOLARSHIP/AID | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | FINANCIAL AID FUNDS ARE MONITORED BY THE DIRECTOR OF ADMISSIONS AND FINANCIAL ASSISTANCE. FAMILIES INTERESTED IN RECEIVING FINANCIAL ASSISTANCE SUBMIT AN APPLICATION TO BOTH PRESIDIO HILL SCHOOL AND SCHOOL AND STUDENT SERVICES (SSS), A THIRD-PARTY PROCESSING CENTER. THE FINANCIAL ASSISTANCE COMMITTEE (COMPRISED OF HEAD OF SCHOOL, ASSISTANT HEAD OF SCHOOL, DIRECTOR OF FINANCE AND OPERATIONS, AND THE DIRECTOR OF ADMISSIONS AND FINANCIAL ASSISTANCE) REVIEWS THE APPLICATIONS AND INFORMATION PREPARED BY THE DIRECTOR OF FINANCIAL ASSISTANCE, INCLUDING THE INFORMATION RECEIVED FROM SSS. THE COMMITTEE USES A DOCUMENT CALLED "DETERMINING FINANCIAL ASSISTANCE AT PRESIDIO HILL SCHOOL" TO GUIDE THE DISCUSSION AND MAKE DECISIONS. FINANCIAL ASSISTANCE RECORDS AND INFORMATION ARE MAINTAINED BY THE DIRECTOR OF FINANCIAL ASSISTANCE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT DUYAN | PersonNm |
| Title | HEAD OF SCHOOL | TitleTxt |
| Base Compensation Filing Org | $207,083 | BaseCompensationFilingOrgAmt |
| Deferred Comp Rltd Orgs | $34,024 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $32,270 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $3,514 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $239,353 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $37,538 | TotalCompensationRltdOrgsAmt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARGUELLO PARTNERS LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Org | TRUSTEE MEMBERS | RelationshipWithOrgTxt |
| Loan Purpose | RENOVATION PROP AND PURCH ADJ PROP | LoanPurposeTxt |
| Loan To Organization | Yes (X) | LoanToOrganizationInd |
| Original Principal | $6,500,000 | OriginalPrincipalAmt |
| Balance Due | $500,000 | BalanceDueAmt |
| Default | false | DefaultInd |
| Board Or Committee Approval | Yes (true) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (true) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $500,000 | TotalBalanceDueAmt |
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BOARD MEMBER CHILDREN | PersonNm |
| Relationship With Org | CHILDREN - BOARD | RelationshipWithOrgTxt |
| Cash Grant | $33,267 | CashGrantAmt |
| Type Of Assistance | NEED BASED ASSISTANCE | TypeOfAssistanceTxt |
| Assistance Purpose | TUITION REMISSION | AssistancePurposeTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART V | FormAndLineReferenceDesc |
| Explanation | SCHEDULE L, PART II, LOANS TO AND FROM INTERESTED PERSONS: (A) NAME OF PERSON: ARGUELLO PARTNERS LLC (B) RELATIONSHIP WITH ORGANIZATION: COMPRISED OF MEMBERS OF THE PRESIDIO HILL SCHOOL BOARD OF TRUSTEES (C) PURPOSE OF LOAN: RENOVATION OF THE EXISTING PROPERTY AND PURCHASE OF THE ADJACENT PROPERTY | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | 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. |
| FORM 990, PAGE 6, PART VI, 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, PAGE 6, PART VI, 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, PAGE 6, PART VI, LINE 15A | 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, PAGE 6, PART VI, LINE 15B | 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, PAGE 6, PART VI, LINE 19 | ALL DOCUMENTS ARE AVAILABLE UPON REQUEST TO THE BOARD CHAIR, HEAD OF SCHOOL, OR DIRECTOR OF FINANCE AND OPERATIONS. |
| FORM 990, PART XI, LINE 9 | SCHOLARSHIPS AND TUITION ASSISTANCE -797,317 SCHOLARSHIPS AND TUITION ASSISTANCE 797,317 |
Comments