HAMLIN SCHOOL: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- HAMLIN SCHOOL (EIN 94-1393894)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-13
- IRS object ID
- 201321339349303052
- Schema version
- 2011v1.5
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-13T13:04:36-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941254756 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOOD & STRONG LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 FIRST STREET 14TH FLOOR | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941393894 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HAMLIN SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HAML | NameControl |
| Phone | 4159220300 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2120 BROADWAY STREET | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 941151329 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CRISTINA CASACUBERTA | Name |
| Title | DIRECTOR OF FINANCE AND OPERATIONS | Title |
| Phone | 4159220300 | Phone |
| Date Signed | 2013-05-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK S HANCOCK | Name |
| PTIN | P00857085 | PTIN |
| Phone | 4157810793 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | CRISTINA CASACUBERTA | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2120 BROADWAY STREET | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 941151329 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 14748681 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.HAMLIN.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1896 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | TO EDUCATE GIRLS AND YOUNG WOMEN TO MEET THE CHALLENGES OF THEIR TIME. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 27 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 27 | NbrIndependentVotingMembers |
| Total Nbr Employees | 156 | TotalNbrEmployees |
| Total Nbr Volunteers | 400 | TotalNbrVolunteers |
| Total Gross UBI | 2106 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 1106 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1883179 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3249388 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 10331265 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 10777824 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -7328 | InvestmentIncomePriorYear |
| Investment Income Current Year | -1213114 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 284486 | OtherRevenuePriorYear |
| Other Revenue Current Year | 219091 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 12491602 | TotalRevenuePriorYear |
| Total Revenue Current Year | 13033189 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1241329 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1222146 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 8597589 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 8855077 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1005534 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4012594 | OtherExpensePriorYear |
| Other Expenses Current Year | 4200108 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 13851512 | TotalExpensesPriorYear |
| Total Expenses Current Year | 14277331 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1359910 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1244142 | RevenuesLessExpensesCY |
| Total Assets BOY | 58530469 | TotalAssetsBOY |
| Total Assets EOY | 56870529 | TotalAssetsEOY |
| Total Liabilities BOY | 25878048 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 25753516 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 32652421 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 31117013 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO EDUCATE GIRLS AND YOUNG WOMEN TO MEET THE CHALLENGES OF THEIR TIME. THE PROGRAM AT HAMLIN AIMS TO DEVELOP THE INTELLECT, THE CHARACTER AND THE CITIZENSHIP OF EACH GIRL TO PREPARE HER TO FACE THE FUTURE WITH COURAGE AND CONFIDENCE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 10906811 | Expense |
| Grants | 1222146 | Grants |
| Revenue | 10391502 | Revenue |
| Description | PROVISION OF EDUCATIONAL CURRICULA TO GIRLS DAY SCHOOL GRADES KINDERGARTEN THROUGH EIGHTH GRADE INCLUDING EXTRACURRICULAR ACTIVITY AND FINANCIAL ASSISTANCE. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 70735 | Expense |
| Revenue | 79800 | Revenue |
| Description | THE HAMLIN MUSIC ACADEMY IS AN OFFERING OF AFTER SCHOOL INSTRUMENT LESSONS. STUDENTS MAY REGISTER FOR INDIVIDUAL OR PAIR 30-MINUTE LESSONS IN FLUTE, GUITAR, PIANO, VIOLIN, CELLO, CLARINET OR SAXOPHONE. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 217337 | Expense |
| Revenue | 242260 | Revenue |
| Description | THE PROGRAM'S OVERARCHING GOALS ARE TO: PROVIDE QUALITY EXTENDED DAY PROGRAMMING FOR HAMLIN'S WORKING FAMILIES, CREATE AN ENVIRONMENT WHERE COMMUNITY AND YOUTH DEVELOPMENT ARE EMPHASIZED, OFFER A BALANCE OF STRUCTURED AND INDEPENDENT ACTIVITY CHOICES, TO INTRODUCE THE GIRLS TO SOME KEY COMPONENTS OF OUR COMMUNITY, THE CAMPUS, THE NEIGHBORHOOD AND OF COURSE EACH OTHER. CLASSES ARE CLIMBING WALL ACTIVITIES, HIP HOP DANCING, GYMNASTICS AND CERAMICS. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 42788 | Expense |
| Revenue | 64262 | Revenue |
| Description | HAMLIN HOLIDAY CAMP IS OUR SCHOOL YEAR VERSION OF HAMLIN SUMMER CAMP. CAMPERS PARTICIPATE IN EXCITING CAMP ACTIVITIES AND EXPLORE THE CITY ON ADVENTUROUS FIELD TRIPS. HOLIDAY CAMP OCCURS DURING THE MOST OF THE HAMLIN SCHOOL'S VACATIONS DURING THE SCHOOL YEAR. SUMMER CAMP'S GOAL IS TO INTRODUCE THE GIRLS TO SOME KEY COMPONENTS OF OUR COMMUNITY: THE CAMPUS, THE NEIGHBORHOOD, AND OF COURSE, EACH OTHER! THE CUBS' CLUB IS A MORNING PROGRAM FILLED WITH PROJECTS AND ACTIVITIES WHERE THE GIRLS CREATE, PLAY AND LEARN WITH THEIR NEW CLASSMATES. IN THE AFTERNOON CUBS' CAMP, THE GIRLS VENTURE OUT INTO THE NEIGHBORHOOD AND PARKS WITH THEIR LEADERS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 42788 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 64262 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 11237671 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 63 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 156 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 27 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 27 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRISTINA CASACUBERTA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4156745417 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2120 BROADWAY STREET | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 941151329 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (34 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| LOUISA RITTER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MARC CABI | |||||||
| TREASURER | 1.00 | X | 0 | 0 | 0 | X | |
| AMY CUNNINGHAM ATKINSON | |||||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 | X | |
| KAREN DIENST | |||||||
| VICE-CHAIR | 1.00 | X | 0 | 0 | 0 | X | |
| WILL HEARST | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ELENA REILLY MADSEN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| PAM HOMMEYER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| LEESA MIAO ROMO | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DAVID SCHMAIER | |||||||
| CHAIR | 1.00 | X | 0 | 0 | 0 | X | |
| MAX RUSTON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| RAJ ATLURU | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MIKE HOUSE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JACKIE GRIMM KILIAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| KATHRYN LASATER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ERIC PROSNITZ | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| LISA ZANZE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DEBORAH GOODSON DOUGLAS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DALE HILPERT | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ANNE MACMILLAN PEDRERO | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JANE PRIOR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| BRENDON WOODS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| SAM BRADLEY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JEAN-PIERRE L CONTE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JOHN FERNANDES | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| LORAINE WOOLLOMES FULMER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| NANCI KAUFFMAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| LINDY YURICH | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| BRIAN MAY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| WANDA HOLLAND GREENE | |||||||
| HEAD OF SCHOOL | 40.00 | 351859 | 0 | 32777 | X | ||
| ANNE PAXTON | |||||||
| DIRECTOR OF FINANCE & OPER | 40.00 | 165245 | 0 | 23577 | X | ||
| SANDRA MATEUS | |||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | 105074 | 0 | 17141 | X | ||
| LAURIE SCOTT | |||||||
| CONTROLLER | 40.00 | 102656 | 0 | 17727 | X | ||
| MARISA BELLINGRATH | |||||||
| MIDDLE SCHOOL DIVISION HEAD | 40.00 | 120884 | 0 | 14550 | X | ||
| TYLER FONAROW | |||||||
| DIRECTOR OF CHARACTER | 40.00 | 100669 | 0 | 16741 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 946387 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 122513 | TotalOtherCompensation |
| Number Individuals GT100 K | 6 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| DARIOUSH INC | |||||
| 6114 LA SALLE AVE 575 | OAKLAND | CA | 94611 | FOOD CATERING | 527374 |
| SAN FRANCISCO COMMERCIAL | |||||
| 88 JACKSON STREET | SAN FRANCISCO | CA | 94111 | CONSTRUCTION | 175609 |
| PLANT CONSTRUCTION COMPANY | |||||
| 300 NEWHALL STREET | SAN FRANCISCO | CA | 94124 | CONSTRUCTION | 149015 |
| G&J MAINTENANCE | |||||
| 1027 LODGE HILL LANE | HOUSTON | TX | 77090 | JANITORIAL SERVICE | 103646 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| Fundraising Events | 280625 | FundraisingEvents |
| All Other Contributions | 2968763 | AllOtherContributions |
| Noncash Contributions | 291209 | NoncashContributions |
| Total Contributions | 3249388 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION FEES | 611710 | 10391502 | 10391502 |
| AFTER SCHOOL PROGRAMS | 611710 | 386322 | 386322 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 10777824 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 161431 | TotalRevenueColumn |
| Unrelated Business Revenue | 2106 | UnrelatedBusinessRevenue |
| Exclusion | $159,325 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 14000 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 7200 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 6800 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6800 | TotalRevenueColumn |
| Exclusion | $6,800 | ExclusionAmount |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1374545 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -1374545 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -1374545 | TotalRevenueColumn |
| Exclusion | -$1,374,545 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 545826 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 280625 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 333747 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 212079 | TotalRevenueColumn |
| Exclusion | $212,079 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 212 | TotalRevenueColumn |
| Exclusion | $212 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 212 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 13033189 | TotalRevenueColumn |
| Related Or Exempt Function Income | 10777824 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 2106 | UnrelatedBusinessRevenue |
| Exclusion | -$996,129 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1222146 | Total |
| Program Services | 1222146 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 567287 | Total |
| Program Services | 160838 | ProgramServices |
| Management And General | 342114 | ManagementAndGeneral |
| Fundraising | 64335 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6330095 | Total |
| Program Services | 5256307 | ProgramServices |
| Management And General | 598787 | ManagementAndGeneral |
| Fundraising | 475001 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 461432 | Total |
| Program Services | 353719 | ProgramServices |
| Management And General | 83351 | ManagementAndGeneral |
| Fundraising | 24362 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 998216 | Total |
| Program Services | 856093 | ProgramServices |
| Management And General | 95582 | ManagementAndGeneral |
| Fundraising | 46541 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 498047 | Total |
| Program Services | 391353 | ProgramServices |
| Management And General | 70972 | ManagementAndGeneral |
| Fundraising | 35722 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35907 | Total |
| Management And General | 35907 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65506 | Total |
| Management And General | 65506 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7170 | Total |
| Management And General | 7170 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 159246 | Total |
| Management And General | 20051 | ManagementAndGeneral |
| Fundraising | 139195 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12179 | Total |
| Management And General | 11542 | ManagementAndGeneral |
| Fundraising | 637 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 119897 | Total |
| Program Services | 93691 | ProgramServices |
| Management And General | 26206 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 465793 | Total |
| Program Services | 354002 | ProgramServices |
| Management And General | 79185 | ManagementAndGeneral |
| Fundraising | 32606 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7023 | Total |
| Management And General | 5762 | ManagementAndGeneral |
| Fundraising | 1261 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7892 | Total |
| Management And General | 7892 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1020366 | Total |
| Program Services | 775478 | ProgramServices |
| Management And General | 173462 | ManagementAndGeneral |
| Fundraising | 71426 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1440918 | Total |
| Program Services | 1095098 | ProgramServices |
| Management And General | 244956 | ManagementAndGeneral |
| Fundraising | 100864 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 158104 | Total |
| Program Services | 120159 | ProgramServices |
| Management And General | 26878 | ManagementAndGeneral |
| Fundraising | 11067 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| SCHOOL ACTIVITIES/EVENT | 233538 | 233538 | |
| TEACHING TOOLS/SUPPLIES | 172792 | 172792 | |
| FIELD TRIPS | 125131 | 125131 | |
| HIRING EXPENSES | 88293 | 88293 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 80353 | Total |
| Program Services | 27326 | ProgramServices |
| Management And General | 50510 | ManagementAndGeneral |
| Fundraising | 2517 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14277331 | Total |
| Program Services | 11237671 | ProgramServices |
| Management And General | 2034126 | ManagementAndGeneral |
| Fundraising | 1005534 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 504 | BOY |
| EOY | 22411 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2973768 | BOY |
| EOY | 2960870 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 990447 | BOY |
| EOY | 1770412 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41817 | BOY |
| EOY | 41991 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 417492 | BOY |
| EOY | 250093 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 46291407 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 16247274 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30901860 | BOY |
| EOY | 30044133 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 10770485 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22927042 | BOY |
| EOY | 10743304 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 277539 | BOY |
| EOY | 266830 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58530469 | BOY |
| EOY | 56870529 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1749700 | BOY |
| EOY | 1482232 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4079201 | BOY |
| EOY | 4222137 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20049147 | BOY |
| EOY | 20049147 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25878048 | BOY |
| EOY | 25753516 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24260902 | BOY |
| EOY | 21416094 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 567511 | BOY |
| EOY | 1362829 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7824008 | BOY |
| EOY | 8338090 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32652421 | BOY |
| EOY | 31117013 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58530469 | BOY |
| EOY | 56870529 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -1244142 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -291266 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 12533001 | BeginningOfYearBalance |
| Contributions | 1297435 | Contributions |
| Investment Earnings Or Losses | -949953 | InvestmentEarningsOrLosses |
| Other Expenditures | 1394401 | OtherExpenditures |
| End Of Year Balance | 11486082 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 12985922 | BeginningOfYearBalance |
| Contributions | 535260 | Contributions |
| Investment Earnings Or Losses | 1264310 | InvestmentEarningsOrLosses |
| Other Expenditures | 2252491 | OtherExpenditures |
| End Of Year Balance | 12533001 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 13995501 | BeginningOfYearBalance |
| Contributions | 797759 | Contributions |
| Investment Earnings Or Losses | 540891 | InvestmentEarningsOrLosses |
| Other Expenditures | 2348229 | OtherExpenditures |
| End Of Year Balance | 12985922 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 12456117 | BeginningOfYearBalance |
| Contributions | 1946134 | Contributions |
| Investment Earnings Or Losses | 78686 | InvestmentEarningsOrLosses |
| Other Expenditures | 485436 | OtherExpenditures |
| End Of Year Balance | 13995501 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.27000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.72590 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00410 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 12368393 | OtherCostOrOtherBasis |
| Book Value | 12368393 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 30783371 | OtherCostOrOtherBasis |
| Depreciation | 13639718 | Depreciation |
| Book Value | 17143653 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3139643 | OtherCostOrOtherBasis |
| Depreciation | 2607556 | Depreciation |
| Book Value | 532087 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 30044133 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| ALTERNATIVE INVESTMENT FUNDS | 9299039 | F |
| BOND RESERVE FUND | 1444265 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 10743304 | TotalOfBookValueSecurities |
| Total Revenue | 13033189 | TotalRevenue |
| Total Expenses | 14277331 | TotalExpenses |
| Excess Or Deficit For Year | -1244142 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -291266 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -291266 | TotalAdjustments |
| Excess Or Deficit Per FS | -1535408 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 11519777 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -291266 | NetUnrealizedGainsInvestments |
| Other Revenues | -1222146 | OtherRevenues |
| Revenue Not Rptd F990 | -1513412 | RevenueNotRptdF990 |
| Revenue Subtotal | 13033189 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 13033189 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 13055185 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 13055185 | ExpensesSubtotal |
| Other Expenses Not Included | 1222146 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 1222146 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 14277331 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | 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. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | 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 2008 AND 2007, RESPECTIVELY. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FINANCIAL AID -1,222,146. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 1,222,146. | |
| PART XI, LINE 10: THE AMOUNT INCLUDES NET INCOME FROM THE HAMLIN SCHOOL PARENTS' ASSOCIATION (HSPA), WHICH IS EXCLUDED IN THE AUDITED FINANCIAL STATEMENTS OF THE HAMLIN SCHOOL. CHANGE IN NET ASSETS PER AUDITED FINANCIAL STATEMENTS $ (1,548,127) NET BOOK INCOME (LOSS) FROM HSPA 12,719 PART XI, LINE 10, EXCESS FOR THE YEAR $ (1,535,408) PART XII, LINE 1: TOTAL REVENUE, GAINS, AND OTHER SUPPORT PER AUDITED FINANCIAL STATEMENTS $ 11,507,058 TOTAL REVENUE FROM HSPA 826,451 TOTAL EXPENSES FROM HSPA (15) GRANTS FROM HSPA INCLUDED ON FORM 990, PART VIII, LINE 1F (480,000) FUNDRAISING EXPENSE FROM HSPA INCLUDED ON FORM 990, PART VIII, LINE 8B (333,747) NET UNREALIZED GAINS ON INVESTMENTS 291,266 GRANTS 1,222,146 PART XII, LINE 1, TOTAL REVENUE $ 13,033,190 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 0 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | Identifier |
| Return Reference | SCHEDULE E, PART I, LINE 3 | ReturnReference |
| Explanation | POLICY IS PUBLISHED IN THE SAN FRANCISCO CHRONICLE, THE NEWSPAPER OF RECORD IN THE CITY AND COUNTY OF SAN FRANCISCO | Explanation |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN - | Region |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConducted |
| Total Expenditures | 7261974 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 7261974 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 7261974 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 1 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | WINTERFEST | NameOfEvent1 |
| Gross Receipts Event1 | 151848 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 151848 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 17607 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 15605 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 660 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 71253 | OtherDirectExpensesEvent1 |
| Name Of Event2 | GALA | NameOfEvent2 |
| Gross Receipts Event2 | 502263 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 224375 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 277888 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 16326 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 66317 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 4000 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 35465 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 172340 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 56250 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 116090 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 30993 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 19353 | FoodAndBeverageOtherEvents |
| Other Direct Expenses Other Events | 56168 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 826451 | GrossReceiptsTotal |
| Charitable Contributions Total | 280625 | CharitableContributionsTotal |
| Gross Revenue Total Events | 545826 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 64926 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 101275 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 4660 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 162886 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 333747 | DirectExpenseSummaryEvents |
| Net Income Summary | 212079 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | FINANCIAL AID | TypeOfGrant |
| Number Of Recipients | 87 | NumberOfRecipients |
| Amount Of Cash Grant | 1222146 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WANDA HOLLAND GREENE | |||||||||||||
| 351859 | 0 | 0 | 0 | 0 | 0 | 24500 | 0 | 8277 | 0 | 384636 | 0 | 0 | 0 |
| ANNE PAXTON | |||||||||||||
| 165245 | 0 | 0 | 0 | 0 | 0 | 15300 | 0 | 8277 | 0 | 188822 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | A HOUSING ALLOWANCE WAS PROVIDED TO WANDA HOLLAND GREENE, HEAD OF SCHOOL. THIS ALLOWANCE WAS INCLUDED IN HER TAXABLE COMPENSATION. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ABAG FINANCE AUTHORITY FOR NONPROFIT CORPORATIONS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 943130123 | IssuerEIN |
| CUSIP Number | 00037CJY7 | CUSIPNumber |
| Date Issued | 2007-06-26 | DateIssued |
| Issue Price | 20049147 | IssuePrice |
| Description Of Purpose | REFINANCE "2002 BONDS"; ACQUISITION AND DEVELOPMENT OF ADJACENT PROPERTY | DescriptionOfPurpose |
| Defeased | 1 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Bond Defeased | 7875000 | AmountBondDefeased |
| Total Proceeds | 20049147 | TotalProceeds |
| Amount In Reserve Fund | 1444265 | AmountInReserveFund |
| Issuance Costs From Proceeds | 315000 | IssuanceCostsFromProceeds |
| Capital Expenditures | 317647 | CapitalExpenditures |
| Year Of Subst Completion | 2009 | YearOfSubstCompletion |
| Current Refunding | 1 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 0 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 0 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 12 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 285645 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Securities Closely Held Stock SecuritiesCloselyHeldStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 5565 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: | Identifier |
| Return Reference | PART I, COLUMN (B): | ReturnReference |
| Explanation | THE NUMBER REFLECTS THE NUMBER OF CONTRIBUTIONS RECEIVED AND NOT THE NUMBER OF ITEMS CONTRIBUTED. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE CFO AND THE CONTROLLER FORWARD A COMPLETE COPY OF THE FORM 990 TO THE CHAIR OF THE BOARD OF DIRECTORS AND THE CHAIR OF THE AUDIT COMMITTEE FOR THEIR REVIEW PRIOR TO FILING. ANY QUESTION IS ADDRESSED BY THE CFO, THE CONTROLLER, AND/OR THE ACCOUNTING FIRM. EACH DIRECTOR IS THEN PROVIDED A REVIEWED FORM 990 WITHOUT SCHEDULE B FOR THE PROTECTION OF DONOR CONFIDENTIALITY. THIS COPY IS AVAILABLE VIA THE SCHOOL'S SECURE PORTAL ACCESS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ON AN ANNUAL BASIS, ALL BOARD MEMBERS, OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE AND SIGN A CONFLICT OF INTEREST POLICY. ANY POTENTIAL CONFLICTS ARE INVESTIGATED. | |
| FORM 990, PART VI, SECTION B, LINE 15 | FOR THE HEAD AND DIRECTOR OF FINANCE, THE BOARD COMPENSATION COMMITTEE CONDUCTS A COMPREHENSIVE REVIEW OF BENCHMARK SALARY STATISTICS BEARING IN MIND THE KEY EMPLOYEE'S WORK EXPERIENCE, YEARS IN THE POSITION AT SCHOOL AND ANY EXTERNAL MARKET CONDITIONS RELATIVE TO THE COMPENSATION. A SIMILAR PROCESS IS CONDUCTED BY THE SCHOOL ADMINISTRATION FOR OTHER KEY EMPLOYEES. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE HAMLIN SCHOOL MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST AND PERIODICALLY MENTIONS THEIR AVAILABILITY THROUGH THE MONTHLY COMMUNITY NEWSLETTER. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -291,266. | CHANGES IN NET ASSETS OR FUND BALANCES: |
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