2012-05-15T12:19:22-05:00 2011-06-30 ARMANINO MCKENNA LLP 12667 ALCOSTA BOULEVARD SUITE 500 SAN RAMON CA 945834427 990 2010-07-01 941201211 PRESIDIO HILL SCHOOL PRES 4157519318 3839 WASHINGTON STREET SAN FRANCISCO CA 94118 TONY MORGAN 4157519318 2012-05-14 1 LYNN HENLEY 9257902600 2010 2016-02-24 21:20:13Z SCOTT DUYAN 3839 WASHINGTON STREET SAN FRANCISCO CA 94118 5177641 0 X WWW.PRESIDIOHILL.ORG X 1918 CA PRIVATE SCHOOL, GRADES K-8. 15 12 55 100 0 0 342623 427214 4298417 4544995 73733 51675 92199 107907 4806972 5131791 692247 658967 0 0 2641836 2729237 0 0 236337 1354067 1459923 4688150 4848127 118822 283664 9460402 13613315 8133360 12002609 1327042 1610706 X PRESIDIO HILL SCHOOL IS A CO-ED TK-8 INDEPENDENT, PROGRESSIVE SCHOOL. AT PRESIDIO HILL SCHOOL WE HONOR THE DEVELOPMENTAL STAGES OF CHILDHOOD AND EACH CHILD'S UNIQUE VOICE, GIFTS AND TRAITS. STUDENTS LEARN TO BE CONFIDENT, CURIOUS, CREATIVE PROBLEM SOLVERS, RISK TAKERS, INDEPENDENT AND CRITICAL THINKERS. STUDENTS DEVELOP PERSONAL CHARACTER, RESILIENCE, SELF AWARENESS AND AN UNDERSTANDING OF THEIR ROLE AS STEWARDS OF THE PLANET AND CITIZENS OF THE WORLD. 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. HANDS-ON, PROJECT-BASED LEARNING, INDIVIDUAL ATTENTION FROM DEDICATED TEACHERS, A DIVERSE COMMUNITY AND COMMITMENT TO SERVICE AND PERSONAL RESPONSIBILITY, COMPLETE THE PRESIDIO HILL SCHOOL EXPERIENCE. 0 0 4074466 658967 4544995 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 SERVES 198 K-8TH GRADE STUDENTS. 4074466 1 1 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 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 28 0 55 1 0 0 0 0 0 0 0 0 0 0 X 15 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 0 0 0 CA X SCOTT DUYAN HEAD OF SCHOOL 4157519318 3839 WASHINGTON STREET SAN FRANCISCO CA 94118 AUDREY YEE 2.00 X X 0 0 0 MAX SCHRANK 2.00 X X 0 0 0 NOEL KAUFMAN 2.00 X X 0 0 0 TODD DITTO 40.00 X 72898 0 3645 SCOTT DUYAN 40.00 X X 165212 0 18860 ROBYN MOSS 40.00 X 52775 0 2639 ANNE KRANTZ 2.00 X 0 0 0 BRYAN ADAMS 2.00 X 0 0 0 HELLE RYTKONEN 2.00 X 0 0 0 IRENE SUNG 2.00 X 0 0 0 JILL CHASE 2.00 X 0 0 0 LOUISE GREGORY 2.00 X 0 0 0 MANOLO SANTANA 2.00 X 0 0 0 MARY AUSTIN 2.00 X 0 0 0 SANDRA BROD 2.00 X 0 0 0 SEBASTIEN LEPINARD 2.00 X 0 0 0 TOBY MORRIS 2.00 X 0 0 0 PASCALE TOOTH THRU 12011 40.00 X 114099 0 15892 TONY MORGAN START 12011 40.00 X 69627 0 7857 474611 0 48893 3 0 1 0 0 51052 376162 18678 427214 TUITION AND FEES 611600 4544995 4544995 4544995 51675 51675 22500 22500 22500 22500 110239 51052 45850 64389 64389 OTHER INCOME 611710 21018 21018 21018 5131791 4544995 0 159582 658967 658967 488628 309236 107911 71481 45000 45000 1694444 1500189 108162 86093 67052 55412 6703 4937 251548 220914 19368 11266 182565 153923 16493 12149 6999 6999 53889 53889 94313 64959 29354 28120 772 27331 17 42548 7233 26696 8619 56308 39394 4480 12434 28 28 410136 369122 41014 298869 268982 29887 33334 30001 3333 OTHER EXPENSE 125790 81760 20250 23780 EQUIPMENT RENTAL/MAINT 117866 106079 11787 STAFF DEVELOPMENT 56718 44536 7027 5155 FIELD TRIPS 56338 56338 BOOKS AND MATERIALS 44501 44501 34166 17120 16640 406 4848127 4074466 537324 236337 3820690 8182510 55696 63150 107380 137148 8361760 3131253 5476636 5230507 9460402 13613315 177427 174047 2042340 2033725 5901496 5794837 12097 4000000 8133360 12002609 X 1280384 1546645 36204 53607 10454 10454 1327042 1610706 9460402 13613315 283664 0 X X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 106650 1938 1938 106650 106650 2431 2431 106650 21454 85196 4129 4129 106650 0.90200 0.09800 0 0 75000 75000 7653114 2553223 5099891 573236 532475 40761 60410 45555 14855 5230507 5131791 4848127 283664 0 283664 4518674 45850 45850 4472824 658967 658967 5131791 4235010 45850 45850 4189160 658967 658967 4848127 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE SCHOOL'S ENDOWMENT CONSISTS OF FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE SCHOOL HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF JUNE 30, 2011, THE SCHOOL DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES INCLUDED IN REVENUE 45,850. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 658,967. PART XIII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES INCLUDED IN REVENUE 45,850. PART XIII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 658,967. 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, IN OUR INFORMATION BROCHURE PACKET, FINANCIAL ASSISTANCE MATERIALS, WEBSITE - WWW.PRESIDIOHILL.ORG IN THE ADMISSIONS SECTION, AND PUBLISHED AS A GROUP ON WWW.ISSFBA.ORG - INDEPENDENT SCHOOLS OF THE SAN FRANCISCO BAY AREA WEBSITE. AUCTION 112947 16335 96612 956 2500 10184 11508 WALKATHON 34717 34717 514 456 1100 886 3 13627 13627 1410 2956 11284 2096 161291 51052 110239 2880 5912 22568 14490 45850 64389 1 SCHOLARSHIPS/FINANCIAL AID 44 658967 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 SERVICE (SSS), A THIRD-PARTY PROCESSING CENTER. THE FINANCIAL ASSISTANCE COMMITTEE (COMPRISED OF THE 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 RECEIVED 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 165212 0 0 0 0 0 8261 0 10599 0 184072 0 0 0 BRENDA DUYAN EMPLOYEE 45000 MRS. DUYAN WAS COMPENSATED FOR HER SERVICES TO THE SCHOOL. 0 FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY SELECT MEMBERS OF THE FINANCE COMMITTEE, AND IT IS MADE AVAILABLE FOR REVIEW BY ALL BOARD MEMBERS DURING A SCHEDULED BOARD MEETING. BOARD MEMBERS ARE GIVEN THE OPPORTUNITY TO ASK QUESTIONS OR COMMENT ON THE CONTENTS OF THE FORM AND SUCH COMMENT AND QUESTIONS ARE CAPTURED IN 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 ARISES. ANY MEMBER OF THE SCHOOL'S BOARD WHO HAS A 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 EXECUTIVE COMMITTEE BASED ON THE DISCLOSURE 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 HEAD OF SCHOOL. THE DIRECTOR DETERMINES COMPENSATION OF ALL SCHOOL EMPLOYEES. 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. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.