PRESIDIO HILL SCHOOL: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- PRESIDIO HILL SCHOOL (EIN 94-1201211)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-14
- IRS object ID
- 201321349349302882
- Schema version
- 2011v1.2
- 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 G
- Schedule I
- Schedule J
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-14T11:43:33-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952242818 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VICENTI LLOYD & STUTZMAN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2210 E ROUTE 66 SUITE 100 | AddressLine1 |
| City | GLENDORA | City |
| State | CA | State |
| ZIP Code | 91740 | 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 | 941201211 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRESIDIO HILL SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PRES | NameControl |
| Phone | 4157519318 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3839 WASHINGTON STREET | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94118 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TONY MORGAN | Name |
| Title | DIR OF FINANCE AND OPERATIONS | Title |
| Phone | 4157519318 | Phone |
| Date Signed | 2013-04-26 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WADE MCMULLEN | Name |
| PTIN | P00541671 | PTIN |
| Phone | 6268577300 | 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 | SCOTT DUYAN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3839 WASHINGTON STREET | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94118 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 5413531 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.PRESIDIOHILL.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1918 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | PRIVATE SCHOOL, GRADES K-8 | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 65 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 427214 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 477420 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 4544995 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 4641867 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 51675 | InvestmentIncomePriorYear |
| Investment Income Current Year | 29899 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 107907 | OtherRevenuePriorYear |
| Other Revenue Current Year | 217510 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 5131791 | TotalRevenuePriorYear |
| Total Revenue Current Year | 5366696 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 658967 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 667947 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2729237 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2905482 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 224402 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1459923 | OtherExpensePriorYear |
| Other Expenses Current Year | 1687421 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4848127 | TotalExpensesPriorYear |
| Total Expenses Current Year | 5260850 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 283664 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 105846 | RevenuesLessExpensesCY |
| Total Assets BOY | 13613315 | TotalAssetsBOY |
| Total Assets EOY | 14320775 | TotalAssetsEOY |
| Total Liabilities BOY | 12002609 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 12604222 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1610706 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1716553 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 4413406 | Expense |
| Grants | 667947 | Grants |
| Revenue | 4657529 | Revenue |
| Description | 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 SERVCS 198 K-8TH GRADE STUDENTS. | Description |
| Total Program Service Expense | 4413406 | 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 | 0 | 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 | 0 | 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 | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 1 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | 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 | 19 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 65 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| 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 | 0 | QuidProQuoContributions |
| 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 | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | 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 | 1 | 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 | 0 | 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 | SCOTT DUYAN HEAD OF SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4157519318 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3839 WASHINGTON STREET | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94118 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (16 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 |
|---|---|---|---|---|---|---|---|
| JILL CHASE | |||||||
| COMMITTEE CHAIR | 2.00 | X | 0 | 0 | 0 | ||
| TODD DITTO | |||||||
| FACULTY TRUSTEE | 40.00 | X | 78945 | 0 | 10614 | ||
| IAN EDMUNDSON | |||||||
| COMMITTEE CHAIR | 2.00 | X | 0 | 0 | 0 | ||
| LOUSIE GREGORY | |||||||
| COMMITTEE CHAIR | 2.00 | X | 0 | 0 | 0 | ||
| JULIE LEPINARD | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| TOBY MORRIS | |||||||
| BOARD VICE PRESIDENT | 2.00 | X | 0 | 0 | 0 | X | |
| HELLE RYTKONEN | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| MANOLO SANTANA | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| MAX SCHRANK | |||||||
| BOARD SECRETARY/TREASURER | 2.00 | X | 0 | 0 | 0 | X | |
| IRENE SUNG | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| ETHAN WEISS | |||||||
| COMMITTEE CHAIR | 2.00 | X | 0 | 0 | 0 | ||
| AUDREY YEE | |||||||
| BOARD CHAIR | 2.00 | X | 0 | 0 | 0 | X | |
| ELIZABETH HERRICK | |||||||
| FACULTY TRUSTEE | 40.00 | X | 58712 | 0 | 7147 | ||
| SCOTT DUYAN | |||||||
| HEAD OF SCHOOL | 40.00 | 190124 | 0 | 37701 | X | ||
| TONY MORGAN | |||||||
| DIRECTOR OF FINANCE | 40.00 | 100749 | 0 | 11959 | X | ||
| LISA JELI | |||||||
| ASSISTANT HEAD OF SCHOOL | 40.00 | 100792 | 0 | 14943 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 529322 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 82364 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 477420 | AllOtherContributions |
| Total Contributions | 477420 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TUITION AND FEES | Description |
| Business Code | 611600 | BusinessCode |
| Total Revenue Column | 4641867 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4641867 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 4641867 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 29899 | TotalRevenueColumn |
| Exclusion | $29,899 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 57645 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 57645 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 57645 | TotalRevenueColumn |
| Exclusion | $57,645 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 191038 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 46835 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 144203 | TotalRevenueColumn |
| Exclusion | $144,203 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ALL OTHER REVENUE | Description |
| Business Code | 611710 | BusinessCode |
| Total Revenue Column | 15662 | TotalRevenueColumn |
| Related Or Exempt Function Income | 15662 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 15662 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5366696 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4657529 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $231,747 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 667947 | Total |
| Program Services | 667947 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 431078 | Total |
| Program Services | 324531 | ProgramServices |
| Management And General | 106547 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1997815 | Total |
| Program Services | 1815741 | ProgramServices |
| Management And General | 14630 | ManagementAndGeneral |
| Fundraising | 167444 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 89634 | Total |
| Program Services | 78531 | ProgramServices |
| Management And General | 4503 | ManagementAndGeneral |
| Fundraising | 6600 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 203248 | Total |
| Program Services | 187779 | ProgramServices |
| Management And General | 4059 | ManagementAndGeneral |
| Fundraising | 11410 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 183707 | Total |
| Program Services | 161921 | ProgramServices |
| Management And General | 8835 | ManagementAndGeneral |
| Fundraising | 12951 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14185 | Total |
| Program Services | 7057 | ProgramServices |
| Management And General | 7128 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46202 | Total |
| Program Services | 22985 | ProgramServices |
| Management And General | 23217 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57506 | Total |
| Program Services | 28609 | ProgramServices |
| Management And General | 28897 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31084 | Total |
| Program Services | 15884 | ProgramServices |
| Management And General | 15181 | ManagementAndGeneral |
| Fundraising | 19 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56000 | Total |
| Program Services | 27000 | ProgramServices |
| Management And General | 17656 | ManagementAndGeneral |
| Fundraising | 11344 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 81063 | Total |
| Program Services | 81063 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22919 | Total |
| Program Services | 21743 | ProgramServices |
| Management And General | 1176 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 176 | Total |
| Program Services | 176 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 182218 | Total |
| Program Services | 173061 | ProgramServices |
| Management And General | 9157 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 294217 | Total |
| Program Services | 279432 | ProgramServices |
| Management And General | 14785 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| LOSSES FROM BOND REFINA | 350513 | 0 | 350513 | 0 |
| EQUIPMENT RENTAL/MAINTE | 143692 | 136471 | 7221 | 0 |
| STAFF DEVELOPMENT | 118029 | 106419 | 4720 | 6890 |
| TUITION | 84013 | 84013 | 0 | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 205604 | Total |
| Program Services | 193043 | ProgramServices |
| Management And General | 4817 | ManagementAndGeneral |
| Fundraising | 7744 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5260850 | Total |
| Program Services | 4413406 | ProgramServices |
| Management And General | 623042 | ManagementAndGeneral |
| Fundraising | 224402 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 1336490 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8182510 | BOY |
| EOY | 531698 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63150 | BOY |
| EOY | 76630 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 137148 | BOY |
| EOY | 358349 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 15443077 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 3425469 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5230507 | BOY |
| EOY | 12017608 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13613315 | BOY |
| EOY | 14320775 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 174047 | BOY |
| EOY | 15409 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2033725 | BOY |
| EOY | 2290309 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5794837 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 6500000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4000000 | BOY |
| EOY | 3798504 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12002609 | BOY |
| EOY | 12604222 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1546645 | BOY |
| EOY | 1647368 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53607 | BOY |
| EOY | 58731 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10454 | BOY |
| EOY | 10454 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1610706 | BOY |
| EOY | 1716553 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13613315 | BOY |
| EOY | 14320775 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 105846 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | 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 | 106650 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 299 | InvestmentEarningsOrLosses |
| Other Expenditures | 11299 | OtherExpenditures |
| End Of Year Balance | 95650 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 106650 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 1938 | InvestmentEarningsOrLosses |
| Other Expenditures | 1938 | OtherExpenditures |
| End Of Year Balance | 106650 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 106650 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 2431 | InvestmentEarningsOrLosses |
| Other Expenditures | 2431 | OtherExpenditures |
| End Of Year Balance | 106650 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 21454 | BeginningOfYearBalance |
| Contributions | 85196 | Contributions |
| Investment Earnings Or Losses | 4129 | InvestmentEarningsOrLosses |
| Other Expenditures | 4129 | OtherExpenditures |
| End Of Year Balance | 106650 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.90200 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.09800 | PermanentEndowmentEOYBalance |
| 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 | 75000 | OtherCostOrOtherBasis |
| Book Value | 75000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 14711760 | OtherCostOrOtherBasis |
| Depreciation | 2821570 | Depreciation |
| Book Value | 11890190 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 595907 | OtherCostOrOtherBasis |
| Depreciation | 548312 | Depreciation |
| Book Value | 47595 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 60410 | OtherCostOrOtherBasis |
| Depreciation | 55587 | Depreciation |
| Book Value | 4823 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 12017608 | TotalOfBookValueLandBuildings |
| Total Revenue | 5366696 | TotalRevenue |
| Total Expenses | 5260850 | TotalExpenses |
| Excess Or Deficit For Year | 105846 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | 105846 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 4745584 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 46835 | OtherRevenues |
| Revenue Not Rptd F990 | 46835 | RevenueNotRptdF990 |
| Revenue Subtotal | 4698749 | RevenueSubtotal |
| Other Revenues Not Included | 667947 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 667947 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 5366696 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 4289224 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 46835 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 46835 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4242389 | ExpensesSubtotal |
| Other Expenses Not Included | 1018460 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 1018460 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 5260849 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE SCHOOL'S ENDOWMENT CONSISTS OF UFNDS ESTABLISHED FOR A VARIETY OF PURPOSES. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | 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 SCHOOLS CONTINUED QUALIFICATION AS A TAX-EXEMPT ORGANIZATION AND WHETHER THERE IS 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. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 46,835. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS AND TUITION ASSISTANCE 667,947. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 46,835. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | LOSSES FROM BOND REFINANCE 350,513. SCHOLARSHIPS AND TUITION ASSISTANCE 667,947. |
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 | 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 AREA WEBSITE. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | AUCTION | NameOfEvent1 |
| Gross Receipts Event1 | 141978 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 141978 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 6058 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 7426 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 16551 | OtherDirectExpensesEvent1 |
| Name Of Event2 | WALKATHON | NameOfEvent2 |
| Gross Receipts Event2 | 34451 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 34451 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 300 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 636 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 2204 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 3 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 14609 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 14609 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 9081 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 407 | FoodAndBeverageOtherEvents |
| Other Direct Expenses Other Events | 4172 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 191038 | GrossReceiptsTotal |
| Gross Revenue Total Events | 191038 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 15439 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 8469 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 22927 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 46835 | DirectExpenseSummaryEvents |
| Net Income Summary | 144203 | 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 | SCHOLARSHIPS/FINANCIAL AID | TypeOfGrant |
| Number Of Recipients | 44 | NumberOfRecipients |
| Amount Of Non Cash Assistance | 667947 | AmountOfNonCashAssistance |
| Method Of Valuation | FMV | MethodOfValuation |
| Description Of Non Cash Assistance | SCHOLARSHIPS/FINANCIAL AID | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, 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 RECIEVED 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | X | WrittenEmploymentContract |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | SCOTT DUYAN | NamePerson |
| Base Compensation Filing Org | 190124 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 37701 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 227825 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule L IRS990ScheduleL
Loan Table LoanTable
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARGUELLO PARTNERS LLC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Purpose Of Loan | RENOVATION OF THE EXISTING PROPERTY AND PURCHASE OF THE ADJACENT PROPERTY | PurposeOfLoan |
| Loan To Organization | X | LoanToOrganization |
| Original Principal | $6,500,000 | OriginalPrincipalAmount |
| Balance Due | 6500000 | BalanceDue |
| Default | 0 | Default |
| Approved By Board | 1 | ApprovedByBoard |
| Written Agreement | 1 | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 6500000 | TotalBalanceDue |
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | BRENDA DUYAN | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | WIFE OF SCOTT DUYAN (HEAD OF SCHOOL) | Relationship |
| Amount Of Transaction | 46774 | AmountOfTransaction |
| Description Of Transaction | SALARY FOR HER POSITION AS ADMISSIONS/DEVELOPMENT ASSOCIATE | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | BRENDA DUYAN (ADMISSIONS/DEVELOPMENT ASSOCIATE) IS SCOTT DUYAN'S (HEAD OF SCHOOL) WIFE. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 IS REVIEWED BY SELECT MEMBERS OF THE FINANCE COMMITTEE, AND ITS 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, PART VI, SECTION B, 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, PART VI, SECTION B, LINE 15 | 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, PART VI, SECTION C, LINE 19 | ALL DOCUMENTS ARE AVAILABLE UPON REQUEST TO THE BOARD CHAIR, HEAD OF SCHOOL, OR DIRECTOR OF FINANCE AND OPERATIONS. |
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