2015-05-12T11:20:33-05:00 2014-06-30 941254756 HOOD & STRONG LLP 100 FIRST STREET 14TH FLOOR SAN FRANCISCO CA 94105 990 2013-07-01 941393894 THE HAMLIN SCHOOL HAML 4159220300 2120 BROADWAY STREET SAN FRANCISCO CA 941151329 CRISTINA CASACUBERTA DIRECTOR OF FINANCE AND OPERATIONS 4159220300 2015-05-12 1 MAGA E KISRIEV P01008919 4157810793 2013 2016-03-07 17:11:31Z CRISTINA CASACUBERTA 2120 BROADWAY STREET SAN FRANCISCO CA 941151329 24614703 0 X WWW.HAMLIN.ORG X 1896 CA TO EDUCATE GIRLS AND YOUNG WOMEN TO MEET THE CHALLENGES OF THEIR TIME. 29 29 169 400 -22017 -22517 1459938 3530818 11601116 11941196 302823 182880 490469 60699 13854346 15715593 1380855 1551537 0 0 9008365 9302640 0 0 952239 4884087 6547801 15273307 17401978 -1418961 -1686385 57603105 54447736 26541683 23242006 31061422 31205730 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 11662693 1453201 11474363 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. 281641 69911 318515 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 ENVIROMENT FOR THE STUDENTS. SOME EXTENDED DAY CLASS OFFERINGS ARE CLIMBING WALL, DANCING, COOKING, ROBOTICS, AND SEWING. 86044 100418 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. 33967 28425 47900 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 THE GRAND TETONS AND COSTA RICA. 33967 28425 47900 12064345 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 1 0 1 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 62 0 1 169 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 CA X ANN KUNG CONTROLLER 4156745454 2120 BROADWAY STREET SAN FRANCISCO CA 941151329 AMY ATKINSON TRUSTEE 1.00 X 0 0 0 RAJ ATLURU 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 KAREN DIENST 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 NANCI KAUFFMAN TRUSTEE 1.00 X 0 0 0 JACKIE GRIMM KILIAN TREASURER 1.00 X X 0 0 0 KATHRYN LASATER TRUSTEE 1.00 X 0 0 0 ELENA REILY MADSEN TRUSTEE 1.00 X 0 0 0 AMANDA MICHAEL TRUSTEE 1.00 X 0 0 0 RAJ PATEL TRUSTEE 1.00 X 0 0 0 ANNE MACMILLIAN PEDRERO CHAIR 1.00 X X 0 0 0 JANE PRIOR TRUSTEE 1.00 X 0 0 0 ERIC PROSNITZ VICE CHAIR 1.00 X X 0 0 0 LEESA MIAO ROMO TRUSTEE 1.00 X 0 0 0 MAX RUSTON TRUSTEE 1.00 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 407213 0 33784 CRISTINA CASACUBERTA DIR OF FINANCE AND OPERATIONS 40.00 X 152545 0 14998 NORA STERRIN GOOCH EXEC. DIRECTOR OF ADVANCEMENT 40.00 X 179301 0 10984 MARISA BELLINGRATH ASSISTANT HEAD OF SCHOOL 40.00 X 120247 0 19444 AMY WOODSON HEAD OF LOWER SCHOOL 40.00 X 118601 0 17497 JAN MICHA FACULTY 40.00 X 104746 0 20700 DIANE DORON FACULTY 40.00 X 103753 0 20654 KIRSTEN GUSTAVSON FACULTY 40.00 X 101063 0 20126 1287469 0 158187 8 0 1 0 EPICUREAN GROUP 111 MAIN STREET 3 LOS ALTOS CA 94022 FOOD CATERING 817658 MARK CAVAGNERO ASSOCIATES 1045 SANSOME STREET SUITE 200 SAN FRANCISCO CA 94111 ARCHITECT 210564 G&J SWEEPING SERVICE 1027 LODGE HILL LANE HOUSTON TX 77090 JANITORIAL 103024 3 138785 3392033 285001 3530818 TUITION FEES 611710 11474363 11474363 AFTER SCHOOL PROGRAMS 611710 466833 466833 11941196 154283 -22017 176300 22900 8408 14492 14492 14492 7862910 7834313 28597 28597 28597 1102596 138785 1056389 46207 46207 15715593 11941196 -22017 265596 1551537 1551537 575293 172500 333793 69000 6702513 5447852 903928 350733 454344 354753 82437 17154 1052403 858880 152622 40901 518087 415447 73352 29288 20120 20120 62034 62034 29274 29274 254336 40885 213451 107988 79376 28612 143156 143156 356329 270810 60576 24943 15187 14331 856 33883 33883 677411 514832 115160 47419 1224140 930346 208104 85690 170339 129457 28958 11924 BOND ISSUANCE COSTS 2116590 2116590 LUNCH PROGRAM 571428 571428 TEACHING SUPPLIES 324156 324156 SCHOOL ACTIVITIES 313892 313892 127538 65299 59245 2994 17401978 12064345 4385394 952239 9915 57527 3307328 6530445 1603118 2216504 51223 102793 319374 365668 48060741 18969117 29567621 29091624 14663229 8522403 7825176 7302970 256121 257802 57603105 54447736 1394717 892237 5097819 5417769 20049147 16932000 26541683 23242006 X 21230585 19409205 1484103 3285283 8346734 8511242 31061422 31205730 57603105 54447736 -1686385 1830693 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11407442 164508 1649455 -103432 13324837 11486082 204789 1251781 1535210 11407442 12533001 1297435 -949953 1394401 11486082 12985922 535260 1264310 2252491 12533001 13995501 797759 540891 2348229 12985922 0.28490 0.63880 0.07630 0 0 12368393 12368393 31642952 15964027 15678925 4049396 3005090 1044306 29091624 ALTERNATIVE INVESTMENT FUNDS 7302970 F 7302970 X 13878159 1830693 1830693 12047466 3668127 3668127 15715593 13733851 0 13733851 3668127 3668127 17401978 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. THE SCHOOL IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY FEDERAL AND STATE TAX AUTHORITIES FOR TAX YEARS BEFORE 2010 AND 2009, RESPECTIVELY. PART XI, LINE 4B - OTHER ADJUSTMENTS: BOND ISSUANCE COSTS 2,116,590. FINANCIAL AID NETTED AGAINST REVENUE ON FS 1,551,537. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID NETTED AGAINST REVENUE ON FS 1,551,537. BOND ISSUANCE COSTS 2,116,590. PART XI, LINE 1: TOTAL REVENUE, GAINS, AND OTHER SUPPORT PER AUDITED FINANCIAL STATEMENTS: $13,831,952 NET INCOME FROM HSPA: 46,207 PART XI, LINE 1, TOTAL REVENUE $13,878,159 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 AN ARTICLE IS PLACED IN THE SAN FRANCISCO CHRONICLE IN MAY OF EACH YEAR STATING THE NON-DISCRIMIATION POLICY OF THE SCHOOL. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 114573 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS 26675 NORTH AMERICA 0 0 INVESTMENTS 95 EAST ASIA AND THE PACIFIC 0 0 INVESTMENTS 3412 SUB-SAHARAN AFRICA 0 0 INVESTMENTS 51598 0 0 0 0 0 0 196353 0 196353 0 0 0 0 1 0 GALA 998089 138785 859304 28477 59899 26011 27905 WINTERFEST 96360 96360 19813 9169 35466 4 146932 146932 40578 17823 1690 789558 1241381 138785 1102596 69055 97535 36870 852929 1056389 46207 1 FINANCIAL AID 80 1551537 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 333598 0 0 0 73615 0 22950 0 10834 0 440997 0 0 0 CRISTINA CASACUBERTA DIR OF FINANCE AND OPERATIONS 152545 0 0 0 0 0 4164 0 10834 0 167543 0 0 0 NORA STERRIN GOOCH EXEC. DIRECTOR OF ADVANCEMENT 179301 0 0 0 0 0 9601 0 1383 0 190285 0 0 0 PART I, LINE 1A HEAD OF SCHOOL IS PROVIDED A RESIDENCE TO LIVE IN AND THE VALUE OF THE HOUSING IS GROSSED UP AND ADDED TO THE W-2 COMPENSATION. A ABAG FINANCE AUTHORITY FOR NONPROFIT CORPORATIONS 943130123 00037CJY7 2007-06-26 20049147 REFINANCE "2002 BONDS"; ACQUISITION AND DEVELOPMENT OF ADJACENT PROPERTY 1 0 0 A 3117147 16932000 20049147 257802 677410 2009 1 0 0 1 A 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 A 0 X 5 146216 FAIR MARKET VALUE X OTHER HOUSEHO 75 138785 FAIR MARKET VALUE 0 1 0 PART I, COLUMN (B): SCHEDULE M, 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 VOLUNTEERS ARE ESTIMATED SINCE THE SCHOOL HOLDS MANY EVENTS THROUGHOUT THE YEAR AND MANY ORGANIZED COMMITTEES REQUIRE VOLUNTEERS. THERE ARE 400 STUDENTS AND IT IS ESTIMATED THAT AT LEAST ONE, SOMETIMES TWO PARENTS OF EACH STUDENT WILL VOLUNTEER ANYWHERE FROM A COUPLE OF HOURS PER YEAR TO A COUPLE OF HOURS PER WEEK AND WORK IN THE LIBRARY OR LUNCH PROGRAM, HELP WITH A SPECIAL EVENT, OR SERVE ON A COMMITTEE. THE VOLUNTEER WORK HELPS THE FUNDRAISING EFFORTS AND ALSO BUILDS THE SCHOOL'S COMMUNITY. 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 AND ADDRESSED 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. ANY POTENTIAL CONFLICTS ARE INVESTIGATED. FORM 990, PART VI, SECTION B, LINE 15A THE DFO PULLS COMPARABLE SCHOOLS' COMPENSATION DATA FOR THE HEAD OF SCHOOL AND DIRECTOR OF FINANCE AND OPERATIONS AND THEN THE EXECUTIVE COMPENSATION COMMITTEE, WHICH IS COMPRISED OF THE BOARD OF TRUSTEES CHAIR, VICE-CHAIR AND FINANCE COMMITTEE CHAIR/TREASURER, REVIEWS AND APPROVES THE COMPENSATION OF THE HEAD OF SCHOOL AND DIRECTOR OF FINANCE AND OPERATIONS. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS CAN BE REQUESTED. REQUESTS CAN BE MADE TO CRISTINA CASACUBERTA, DIRECTOR OF FINANCE AND OPERATIONS. (415) 674-5417