2015-05-13T18:18:09-05:00 2014-06-30 952242818 VICENTI LLOYD & STUTZMAN 2210 E ROUTE 66 STE 100 GLENDORA CA 917404676 990 2013-07-01 941201211 PRESIDIO HILL SCHOOL PRES 4157519318 3839 WASHINGTON STREET SAN FRANCISCO CA 94118 TONY MORGAN DIRECTOR OF FINANCE 4157519318 2015-02-11 true WADE MCMULLEN CPA P00541671 6268577300 2015-04-24 2013 2016-02-25 16:41:14Z 6933493 false X WWW.PRESIDIOHILL.ORG X 1918 CA 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. 18 14 62 0 850821 1431288 4932131 5204701 28687 30474 234680 228319 6046319 6894782 632719 765177 0 3279715 3376546 0 88796 1558933 1588567 5471367 5730290 574952 1164492 14922518 16300934 12631014 12844938 2291504 3455996 X PRESIDIO HILL SCHOOL IS A CO-ED K-8 INDEPENDENT, PROGRESSIVE SCHOOL. LEARNING IS COLLABORATIVE AND AN ACTIVE EXPERIENCE WITH AN EMPHASIS ON INQUIRY. STUDENTS ARE ENGAGED IN THEIR OWN LEARNING AND GUIDED BY AN EXPERT FACULTY THROUGH A CHALLENGING AND INTEGRATED ACADEMIC PROGRAM THAT INSPIRES CURIOSITY AND CRITICAL THINKING. false false 4875189 765177 5344072 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 203 K-8TH GRADE STUDENTS. 4875189 true true false false false false false false false true true false false false false true true false true false false false false false true false false false true true false false false true false false false false false false false false false false false false false true 83 0 true 62 true false false false false false false false false false false X 18 14 false false false false false false false true true false false true true true true true false true true false CA X SCOTT DUYAN - HEAD OF SCHOOL 4157519318 3839 WASHINGTON STREET SAN FRANCISCO CA 94118 SCOTT DUYAN HEAD OF SCHO 40.00 X X 208518 0 38185 NICK MARTIN MEMBER 40.00 X 54000 0 6916 ELIZABETH HERRICK MEMBER 40.00 X 33760 0 6948 MARY INMAN MEMBER 1.00 X 0 0 0 MICHAEL SCHARFF MEMBER 1.00 X 0 0 0 IAN EDMUNDSON MEMBER 1.00 X 0 0 0 LOUISE GREGORY MEMBER 1.00 X 0 0 0 JULIE LEPINARD MEMBER 1.00 X 0 0 0 NOEL KAUFMAN MEMBER 1.00 X 0 0 0 MICHELLE RANDALL MEMBER 1.00 X 0 0 0 MAX SCHRANK SECRETARY/TR 1.00 X X 0 0 0 MARYANN LORUSSO MEMBER 1.00 X 0 0 0 ETHAN WEISS BOARD CHAIR 5.00 X X 0 0 0 AUDREY YEE VICE CHAIR 2.00 X X 0 0 0 STEPHANIE SIGUE MEMBER 1.00 X 0 0 0 XOCHI BIRCH MEMBER 1.00 X 0 0 0 GARY SAYDAH MEMBER 1.00 X 0 0 0 JONATHAN ALEXANDER MEMBER 1.00 X 0 0 0 LISA JELI ASST HEAD OF 40.00 X 105527 0 17007 LYNDA SANJURJO-RUTTER DIRECTOR OF 40.00 X 100872 0 11666 502677 80722 4 false true false PFAU LONG ARCHITECTURE 98 JACK LONDON ALLEY SAN FRANCISCO CA 94107 ARCHITECTUAL 263481 1 10100 1421188 1431288 TUITION AND FEES 5204701 5204701 5204701 30474 30474 98925 98925 98925 98925 127659 10100 38711 88948 88948 ALL OTHER REVENUE 40446 40446 40446 6894782 5344072 119422 765177 765177 501405 501405 2293135 1793690 434300 65145 93860 75088 16895 1877 272031 214904 51686 5441 216115 172892 38901 4322 599 599 20125 10063 10062 206184 150515 53608 2061 22451 9654 11899 898 124617 89724 29908 4985 52483 37263 15220 38193 38193 188286 178872 9414 337836 324323 13513 EQUIPMENT RENTAL/MAINTENA 200807 190767 10040 OTHER EXPENSES 182359 128525 50879 2955 TUITION 88178 79360 8818 BOOKS AND MATERIALS 70852 70852 55597 43922 10563 1112 5730290 4875189 766305 88796 2161908 3233731 531705 531728 34784 36916 205750 216751 16425343 4143535 11988371 12281808 14922518 16300934 12249 37917 2726514 3028152 6500000 6500000 3392251 3278869 12631014 12844938 X 1749194 1906009 531856 1539533 10454 10454 2291504 3455996 14922518 16300934 1164492 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 95650 439 439 95650 95650 255 255 95650 106650 299 11299 95650 106650 1938 1938 106650 106650 2431 2431 106650 1.00000 false false 75000 75000 15553394 3439833 12113561 735339 648115 87224 61610 55587 6023 12281808 6168316 -765177 -765177 6933493 -38711 -38711 6894782 5003824 38711 38711 4965113 765177 765177 5730290 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 EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701D OF THE CALIFORNIA FRANCHISE TAX BOARD CODE; ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED IN THE FINANCIAL STATEMENTS. THE SCHOOL HAS EVALUATED ITS TAX POSITIONS AND THE CERTAINTY AS TO WHETHER THOSE POSITIONS WILL BE SUSTAINED IN THE EVENT OF AN AUDIT BY TAXING AUTHORITIES AT THE FEDERAL AND STATE LEVELS. THE PRIMARY TAX POSITIONS EVALUATED ARE RELATED TO THE SCHOOL'S CONTINUED QUALIFICATION AS A TAX-EXEMPT ORGANIZATION AND WHETHER THERE ARE UNRELATED BUSINESS INCOME ACTIVITIES CONDUCTED THAT WOULD BE TAXABLE. 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 SCHOOL 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 -765,177 SCHEDULE D, PAGE 4, PART XI, LINE 4B FUNDRAISING EXPENSES -38,711 SCHEDULE D, PAGE 4, PART XII, LINE 2D FUNDRAISING EXPENSES 38,711 SCHEDULE D, PAGE 4, PART XII, LINE 4B SCHOLARSHIPS AND TUITION ASSISTANCE 765,177 true true true true true true true false false false false false false false false false false true SCHEDULE E, LINE 3 A NONDISCRIMINATORY POLICY STATEMENT IS INCLUDED IN THE APPLICATION, INFORMATION BROCHURE PACKET, FINANCIAL ASSISTANCE MATERIALS, AND SCHOOLS WEBSITE (WWW.PRESIDIOHILL.ORG) IN THE ADMISSIONS SECTION. IT IS ALSO PUBLISHED AS A GROUP ON WWW.ISSFBA.ORG - INDEPENDENT SCHOOLS OF THE SAN FRANCISCO BAY AUCTION 92231 10100 82131 4700 5418 7667 WALKATHON 37691 37691 457 876 2792 1 7837 7837 11870 2537 2394 137759 10100 127659 17027 8831 12853 38711 88948 true SCHOLARSHIP/FINANCIAL AID 45 765177 FMV SCHOLARSHIP/AID SCHEDULE I, PAGE 1, PART I, LINE 2 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. X X X false false false false false false false false false SCOTT DUYAN HEAD OF SCHOOL 208518 38185 246703 ARGUELLO PARTNERS LLC TRUSTEE MEMBERS RENOVATION PROP AND PURCH ADJ PROP X 6500000 6500000 false true true 6500000 SCHEDULE L, PART V 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 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 -765,177 FUNDRAISING EXPENSES 38,711 FUNDRAISING EXPENSES -38,711 SCHOLARSHIPS AND TUITION ASSISTANCE 765,177