2013-05-14T11:43:33-05:00 2012-06-30 952242818 VICENTI LLOYD & STUTZMAN LLP 2210 E ROUTE 66 SUITE 100 GLENDORA CA 91740 990 2011-07-01 941201211 PRESIDIO HILL SCHOOL PRES 4157519318 3839 WASHINGTON STREET SAN FRANCISCO CA 94118 TONY MORGAN 4157519318 2013-04-26 1 WADE MCMULLEN P00541671 6268577300 2011 2016-02-24 21:20:13Z SCOTT DUYAN 3839 WASHINGTON STREET SAN FRANCISCO CA 94118 5413531 0 X WWW.PRESIDIOHILL.ORG X 1918 CA PRIVATE SCHOOL, GRADES K-8 14 11 65 0 0 0 427214 477420 4544995 4641867 51675 29899 107907 217510 5131791 5366696 658967 667947 0 0 2729237 2905482 0 0 224402 1459923 1687421 4848127 5260850 283664 105846 13613315 14320775 12002609 12604222 1610706 1716553 X PRESIDIO HILL SCHOOL IS A CO-ED K-8 INDEPENDENT, PROGRESSIVE SCHOOL. LEARNING IS COLLABORATIVE AND AN ACTIVE EXPERIENCE WITH AN EMPHASIS ON INQUIRY. STUDENTS ARE ENGAGED IN THEIR OWN LEARNING AND GUIDED BY AN EXPERT FACULTY THROUGH A CHALLENGING AND INTEGRATED ACADEMIC PROGRAM THAT INSPIRES CURIOSITY AND CRITICAL THINKING. 0 0 4413406 667947 4657529 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. 4413406 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 19 0 1 65 1 0 0 0 0 0 0 0 0 0 0 X 14 11 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 CA X SCOTT DUYAN HEAD OF SCHOOL 4157519318 3839 WASHINGTON STREET SAN FRANCISCO CA 94118 JILL CHASE 2.00 X 0 0 0 TODD DITTO 40.00 X 78945 0 10614 IAN EDMUNDSON 2.00 X 0 0 0 LOUSIE GREGORY 2.00 X 0 0 0 JULIE LEPINARD 2.00 X 0 0 0 TOBY MORRIS 2.00 X X 0 0 0 HELLE RYTKONEN 2.00 X 0 0 0 MANOLO SANTANA 2.00 X 0 0 0 MAX SCHRANK 2.00 X X 0 0 0 IRENE SUNG 2.00 X 0 0 0 ETHAN WEISS 2.00 X 0 0 0 AUDREY YEE 2.00 X X 0 0 0 ELIZABETH HERRICK 40.00 X 58712 0 7147 SCOTT DUYAN 40.00 X 190124 0 37701 TONY MORGAN 40.00 X 100749 0 11959 LISA JELI 40.00 X 100792 0 14943 529322 0 82364 3 0 1 0 0 477420 477420 TUITION AND FEES 611600 4641867 4641867 4641867 29899 29899 57645 0 57645 57645 57645 191038 46835 144203 144203 ALL OTHER REVENUE 611710 15662 15662 15662 5366696 4657529 0 231747 667947 667947 431078 324531 106547 1997815 1815741 14630 167444 89634 78531 4503 6600 203248 187779 4059 11410 183707 161921 8835 12951 14185 7057 7128 46202 22985 23217 57506 28609 28897 31084 15884 15181 19 56000 27000 17656 11344 81063 81063 22919 21743 1176 176 176 182218 173061 9157 294217 279432 14785 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 205604 193043 4817 7744 5260850 4413406 623042 224402 1336490 8182510 531698 63150 76630 137148 358349 15443077 3425469 5230507 12017608 13613315 14320775 174047 15409 2033725 2290309 5794837 0 6500000 4000000 3798504 12002609 12604222 X 1546645 1647368 53607 58731 10454 10454 1610706 1716553 13613315 14320775 105846 0 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 106650 299 11299 95650 106650 1938 1938 106650 106650 2431 2431 106650 21454 85196 4129 4129 106650 0.90200 0.09800 0 0 75000 75000 14711760 2821570 11890190 595907 548312 47595 60410 55587 4823 12017608 5366696 5260850 105846 105846 4745584 46835 46835 4698749 667947 667947 5366696 4289224 46835 46835 4242389 1018460 1018460 5260849 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. 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 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. AUCTION 141978 141978 6058 7426 16551 WALKATHON 34451 34451 300 636 2204 3 14609 14609 9081 407 4172 191038 191038 15439 8469 22927 46835 144203 1 SCHOLARSHIPS/FINANCIAL AID 44 667947 FMV SCHOLARSHIPS/FINANCIAL AID PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: 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. X X X 0 0 0 0 0 0 0 0 0 SCOTT DUYAN 190124 0 0 0 0 0 0 0 37701 0 227825 0 0 0 ARGUELLO PARTNERS LLC RENOVATION OF THE EXISTING PROPERTY AND PURCHASE OF THE ADJACENT PROPERTY X 6500000 6500000 0 1 1 6500000 BRENDA DUYAN WIFE OF SCOTT DUYAN (HEAD OF SCHOOL) 46774 SALARY FOR HER POSITION AS ADMISSIONS/DEVELOPMENT ASSOCIATE 0 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.