2013-05-13T13:04:36-05:00 2012-06-30 941254756 HOOD & STRONG LLP 100 FIRST STREET 14TH FLOOR SAN FRANCISCO CA 94105 990 2011-07-01 941393894 THE HAMLIN SCHOOL HAML 4159220300 2120 BROADWAY STREET SAN FRANCISCO CA 941151329 CRISTINA CASACUBERTA 4159220300 2013-05-10 1 MARK S HANCOCK P00857085 4157810793 2011 2016-02-24 21:20:13Z CRISTINA CASACUBERTA 2120 BROADWAY STREET SAN FRANCISCO CA 941151329 14748681 0 X WWW.HAMLIN.ORG X 1896 CA TO EDUCATE GIRLS AND YOUNG WOMEN TO MEET THE CHALLENGES OF THEIR TIME. 27 27 156 400 2106 1106 1883179 3249388 10331265 10777824 -7328 -1213114 284486 219091 12491602 13033189 1241329 1222146 0 0 8597589 8855077 0 0 1005534 4012594 4200108 13851512 14277331 -1359910 -1244142 58530469 56870529 25878048 25753516 32652421 31117013 X 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. 0 0 10906811 1222146 10391502 PROVISION OF EDUCATIONAL CURRICULA TO GIRLS DAY SCHOOL GRADES KINDERGARTEN THROUGH EIGHTH GRADE INCLUDING EXTRACURRICULAR ACTIVITY AND FINANCIAL ASSISTANCE. 70735 79800 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. 217337 242260 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. 42788 64262 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. 42788 64262 11237671 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 0 1 63 0 156 1 1 1 0 0 0 0 1 1 0 0 0 0 X 27 27 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X CRISTINA CASACUBERTA 4156745417 2120 BROADWAY STREET SAN FRANCISCO CA 941151329 LOUISA RITTER 1.00 X 0 0 0 MARC CABI 1.00 X X 0 0 0 AMY CUNNINGHAM ATKINSON 1.00 X X 0 0 0 KAREN DIENST 1.00 X X 0 0 0 WILL HEARST 1.00 X 0 0 0 ELENA REILLY MADSEN 1.00 X 0 0 0 PAM HOMMEYER 1.00 X 0 0 0 LEESA MIAO ROMO 1.00 X 0 0 0 DAVID SCHMAIER 1.00 X X 0 0 0 MAX RUSTON 1.00 X 0 0 0 RAJ ATLURU 1.00 X 0 0 0 MIKE HOUSE 1.00 X 0 0 0 JACKIE GRIMM KILIAN 1.00 X 0 0 0 KATHRYN LASATER 1.00 X 0 0 0 ERIC PROSNITZ 1.00 X 0 0 0 LISA ZANZE 1.00 X 0 0 0 DEBORAH GOODSON DOUGLAS 1.00 X 0 0 0 DALE HILPERT 1.00 X 0 0 0 ANNE MACMILLAN PEDRERO 1.00 X 0 0 0 JANE PRIOR 1.00 X 0 0 0 BRENDON WOODS 1.00 X 0 0 0 SAM BRADLEY 1.00 X 0 0 0 JEAN-PIERRE L CONTE 1.00 X 0 0 0 JOHN FERNANDES 1.00 X 0 0 0 LORAINE WOOLLOMES FULMER 1.00 X 0 0 0 NANCI KAUFFMAN 1.00 X 0 0 0 LINDY YURICH 1.00 X 0 0 0 BRIAN MAY 1.00 X 0 0 0 WANDA HOLLAND GREENE 40.00 X 351859 0 32777 ANNE PAXTON 40.00 X 165245 0 23577 SANDRA MATEUS 40.00 X 105074 0 17141 LAURIE SCOTT 40.00 X 102656 0 17727 MARISA BELLINGRATH 40.00 X 120884 0 14550 TYLER FONAROW 40.00 X 100669 0 16741 946387 0 122513 6 0 1 0 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 4 280625 2968763 291209 3249388 TUITION FEES 611710 10391502 10391502 AFTER SCHOOL PROGRAMS 611710 386322 386322 10777824 161431 2106 159325 14000 7200 6800 6800 6800 1374545 -1374545 -1374545 -1374545 545826 280625 333747 212079 212079 MISCELLANEOUS 900099 212 212 212 13033189 10777824 2106 -996129 1222146 1222146 567287 160838 342114 64335 6330095 5256307 598787 475001 461432 353719 83351 24362 998216 856093 95582 46541 498047 391353 70972 35722 35907 35907 65506 65506 7170 7170 159246 20051 139195 12179 11542 637 119897 93691 26206 465793 354002 79185 32606 7023 5762 1261 7892 7892 1020366 775478 173462 71426 1440918 1095098 244956 100864 158104 120159 26878 11067 SCHOOL ACTIVITIES/EVENT 233538 233538 TEACHING TOOLS/SUPPLIES 172792 172792 FIELD TRIPS 125131 125131 HIRING EXPENSES 88293 88293 80353 27326 50510 2517 14277331 11237671 2034126 1005534 504 22411 2973768 2960870 990447 1770412 41817 41991 417492 250093 46291407 16247274 30901860 30044133 10770485 22927042 10743304 277539 266830 58530469 56870529 1749700 1482232 4079201 4222137 20049147 20049147 25878048 25753516 X 24260902 21416094 567511 1362829 7824008 8338090 32652421 31117013 58530469 56870529 X -1244142 -291266 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12533001 1297435 -949953 1394401 11486082 12985922 535260 1264310 2252491 12533001 13995501 797759 540891 2348229 12985922 12456117 1946134 78686 485436 13995501 0.27000 0.72590 0.00410 0 0 12368393 12368393 30783371 13639718 17143653 3139643 2607556 532087 30044133 ALTERNATIVE INVESTMENT FUNDS 9299039 F BOND RESERVE FUND 1444265 F 10743304 13033189 14277331 -1244142 -291266 -291266 -1535408 11519777 -291266 -1222146 -1513412 13033189 0 13033189 13055185 0 13055185 1222146 1222146 14277331 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 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION SCHEDULE E, PART I, LINE 3 POLICY IS PUBLISHED IN THE SAN FRANCISCO CHRONICLE, THE NEWSPAPER OF RECORD IN THE CITY AND COUNTY OF SAN FRANCISCO CENTRAL AMERICA AND THE CARIBBEAN - INVESTMENTS 7261974 0 0 0 0 0 0 7261974 0 7261974 0 0 0 0 1 0 WINTERFEST 151848 151848 17607 15605 660 71253 GALA 502263 224375 277888 16326 66317 4000 35465 1 172340 56250 116090 30993 19353 56168 826451 280625 545826 64926 101275 4660 162886 333747 212079 1 FINANCIAL AID 87 1222146 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 X 0 0 0 0 0 0 0 0 0 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 PART I, LINE 1A A HOUSING ALLOWANCE WAS PROVIDED TO WANDA HOLLAND GREENE, HEAD OF SCHOOL. THIS ALLOWANCE WAS INCLUDED IN HER TAXABLE COMPENSATION. ABAG FINANCE AUTHORITY FOR NONPROFIT CORPORATIONS 943130123 00037CJY7 2007-06-26 20049147 REFINANCE "2002 BONDS"; ACQUISITION AND DEVELOPMENT OF ADJACENT PROPERTY 1 0 0 7875000 20049147 1444265 315000 317647 2009 1 0 0 1 0 0 0 0 0.00000 0.00000 0.00000 1 0 0 0 0 0 0 X 12 285645 FAIR MARKET VALUE X 1 5565 FAIR MARKET VALUE 0 1 0 METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: PART I, COLUMN (B): THE NUMBER REFLECTS THE NUMBER OF CONTRIBUTIONS RECEIVED AND NOT THE NUMBER OF ITEMS CONTRIBUTED. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -291,266.