2016-05-12T12:41:17-05:00 2015-06-30 941254756 HOOD & STRONG LLP 100 FIRST STREET 14TH FLOOR SAN FRANCISCO CA 94105 990 2014-07-01 941393894 THE HAMLIN SCHOOL HAML 4159220300 2120 BROADWAY STREET SAN FRANCISCO CA 941151329 CRISTINA CASACUBERTA DIRECTOR OF FINANCE & OP 4159220300 2016-05-10 1 MAGA E KISRIEV P01008919 4157810793 2014 2016-08-17 19:52:53Z WANDA HOLLAND GREENE 2120 BROADWAY STREET SAN FRANCISCO CA 941151329 22573317 0 X WWW.HAMLIN.ORG X 1896 CA TO EDUCATE GIRLS AND YOUNG WOMEN TO MEET THE CHALLENGES OF THEIR TIME. 28 28 157 400 -29594 -30194 3530818 8003479 11941196 12820861 182880 526606 60699 69588 15715593 21420534 1551537 1652233 0 0 9302640 9965029 0 122500 1025275 6547801 4382725 17401978 16122487 -1686385 5298047 54447736 59538220 23242006 23602335 31205730 35935885 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 12178032 1574273 12191106 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. 338195 71980 393249 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. 108419 135451 THE HAMLIN MUSIC ACADEMY IS AN OFFERING OF AFTER SCHOOL INSTRUMENT LESSONS WHICH SERVES APPROXIMATELY 75 STUDENTS. STUDENTS MAY REGISTER FOR INDIVIDUAL 30 OR 60-MINUTE LESSONS IN FLUTE, GUITAR, VIOLIN, OR PIANO. 89807 5980 101055 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 COSTA RICA, LAKE TAHOE AND OREGON. 89807 5980 101055 12714453 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 0 0 0 1 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 1 157 1 1 1 0 0 0 0 0 0 0 0 0 X 28 28 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 CA X ANN KUNG CONTROLLER 4156745454 2120 BROADWAY STREET SAN FRANCISCO CA 941151329 RAJ ATLURU TREASURER 1.00 X X 0 0 0 ALLISON BENNINGTON TRUSTEE 1.00 X 0 0 0 SHELBY BONNIE TRUSTEE 1.00 X 0 0 0 SAM BRADLEY SECRETARY 1.00 X 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 DALE HILPERT TRUSTEE 1.00 X 0 0 0 MIKE HOUSE TRUSTEE 1.00 X 0 0 0 HOPE JARVIS TRUSTEE 1.00 X 0 0 0 NANCI KAUFFMAN TRUSTEE 1.00 X 0 0 0 JACKIE GRIMM KILIAN CO-VICE CHAIR 1.00 X X 0 0 0 KATHRYN LASATER 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 ANNE MACMILLAN PEDRERO CHAIR 1.00 X X 0 0 0 JANE PRIOR TRUSTEE 1.00 X 0 0 0 ERIC PROSNITZ CO-VICE CHAIR 1.00 X X 0 0 0 NINA STANFORD 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 STEVEN WALSKE TRUSTEE 1.00 X 0 0 0 LINDY YURICH TRUSTEE 1.00 X 0 0 0 LISA ZANZE TRUSTEE 1.00 X 0 0 0 WANDA HOLLAND GREENE HEAD OF SCHOOL 40.00 X 417012 0 35216 CRISTINA CASACUBERTA DIR OF FINANCE AND OPERATIONS 40.00 X 162545 0 20183 MARISA BELLINGRATH ASSISTANT HEAD OF SCHOOL 40.00 X 146144 0 22324 DANIEL DWORKIN DIRECTOR OF SAFETY 40.00 X 110803 0 20419 CAROLINE WINDELL LS TECH INTERGRATION SPECIALIST 40.00 X 109815 0 21401 JANICE MICHA TEACHER 40.00 X 108057 0 20603 DIANE DORON TEACHER 40.00 X 107204 0 20558 NORA GOOCH ED OF INSTITUTIONAL ADVANCEMENT 40.00 X 106873 0 7221 1268453 0 167925 13 0 1 0 EPICUREAN GROUP 111 MAIN STREET 3 LOS ALTOS CA 94022 FOOD CATERING 781967 MARK CAVAGNERO ASSOCIATES 1045 SANSOME STREET SUITE 200 SAN FRANCISCO CA 94111 ARCHITECT 243997 COMMUNITY COUNSELING SERVICE CO LLC 100 MONTGOMERY ST SAN FRANCISCO CA 94104 FUNDRAISING 122500 3 114347 7889132 2976182 8003479 TUITION FEES 611710 12191106 12191106 AFTER SCHOOL PROGRAMS 611710 629755 629755 12820861 87920 -29594 117514 64699 16118 48581 48581 48581 555751 117065 438686 438686 438686 1040607 114347 1019600 21007 21007 21420534 12820861 -29594 625788 1652233 1652233 609554 181125 355979 72450 7055436 5851783 910669 292984 491581 389065 91925 10591 1253215 1063045 131236 58934 555243 451056 76794 27393 23776 23776 71950 71950 122500 122500 78826 78826 194049 27167 166882 154841 11841 110607 32393 158070 158070 376091 263264 75218 37609 38481 38481 539379 377565 107876 53938 1275166 892616 255033 127517 171469 120028 34294 17147 LUNCH PROGRAM 600650 600650 SCHOOL ACTIVITIES 562896 562896 PROFESSIONAL DUES 49379 34566 9876 4937 HIRING 44281 0 44281 0 43421 25824 17597 16122487 12714453 2382759 1025275 57527 3600253 6530445 5748878 2216504 4001116 102793 106433 365668 388682 48905325 20240736 29091624 28664589 8522403 13993027 7302970 2784769 257802 250473 54447736 59538220 892237 1085578 5417769 5584757 16932000 16932000 23242006 23602335 X 19409205 18900613 3285283 8199030 8511242 8836242 31205730 35935885 54447736 59538220 5298047 -567892 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13324837 1171048 -41173 468361 13986351 11407442 164508 1649455 -103432 13324837 11486082 204789 1251781 1535210 11407442 12533001 1297435 -949953 1394401 11486082 12985922 535260 1264310 2252491 12533001 0.33090 0.63180 0.03730 0 0 12368393 12368393 31753959 16960030 14793929 4782973 3280706 1502267 28664589 X 19200409 -567892 -567892 19768301 1652233 1652233 21420534 14470254 0 14470254 1652233 1652233 16122487 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 4B - OTHER ADJUSTMENTS: FINANCIAL AID NETTED AGAINST REVENUE ON FS 1,652,233. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID NETTED AGAINST REVENUE ON FS 1,652,233. PART XI, LINE 1: TOTAL REVENUE PER AUDITED FINANCIAL STATEMENTS: $19,177,698 NET INCOME FROM HSPA: 22,711 PART XI, LINE 1, TOTAL REVENUE $19,200,409 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 A NOTICE OF THE NON-DISCRIMINITORY POLICY AS TO STUDENTS WAS PUBLISHED IN THE SAN FRANCISCO CHRONICLE ON MAY 15, 2015. X X X X X 1 COMMUNITY COUNSELING SERVICE CO LLC 100 MONTGOMERY ST 2270 SAN FRANCISCO CA 94104 ASSISTANCE WITH CAPITAL CAMPAIGN 0 5725557 122500 5603057 5725557 122500 5603057 CA GALA 865611 114347 751264 20132 72380 23381 34240 WINTERFEST 98922 98922 1437 29954 22060 7380 2 190421 190421 12500 29042 1340 765754 1154954 114347 1040607 34069 131376 46781 807374 1019600 21007 1 FINANCIAL AID 83 1652233 0 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 341719 0 0 0 75293 0 23400 0 11816 0 452228 0 0 0 CRISTINA CASACUBERTA DIR OF FINANCE AND OPERATIONS 162545 0 0 0 0 0 9035 0 11148 0 182728 0 0 0 MARISA BELLINGRATH ASSISTANT HEAD OF SCHOOL 146144 0 0 0 0 0 10525 0 11799 0 168468 0 0 0 PART I, LINE 1A HEAD OF SCHOOL IS PROVIDED A RESIDENCE TO LIVE IN AND THE VALUE OF THE HOUSING IS ADDED TO THE W-2 COMPENSATION. 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 25 2861835 FAIR MARKET VALUE X OTHER HOUSEHOLD GOODS 1 114347 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE NUMBER REFLECTS THE NUMBER OF CONTRIBUTIONS RECEIVED AND 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 WILL BE DISRIBUTED BY THE DIRECTOR OF FINANCE AND OPERATIONS TO THE AUDIT COMMITTEE PRIOR TO THE MAY AUDIT COMMITTEE MEETING AND ALL QUESTIONS WILL BE 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 DFO FOR REVIEW. IF A POTENTIAL CONFLICT EXISTS, A DISCUSSION IS HAD WITH THE PERSON TO MAKE SURE THE PERSON UNDERSTANDS THEIR ROLE AND RESPONSIBILITY. FORM 990, PART VI, SECTION B, LINE 15A ANNUALLY, THE 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 BOT 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. (415) 674-5417