2012-03-02T09:06:47-08:00 2011-06-30 West Rhode & Roberts 3104 Fourth Ave San Diego CA 92103 990 2010-07-01 951696720 FRANCIS PARKER SCHOOL FRAN 8585697900 6501 LINDA VISTA ROAD SAN DIEGO CA 92111 KEVIN YALEY 2012-02-14 CHERYL RHODE 6196155380 2010 2016-02-24 21:20:13Z KEVIN YALEY 6501 LINDA VISTA ROAD SAN DIEGO CA 92111 38556734 false false X http://www.francisparker.org X 1912 CA The mission of Francis Parker School is to provide a superior college preparatory education in a diverse, family-oriented environment that meets the academic, social, creative, emotional, and physical needs of the individual student. 27 26 426 309 0 1843482 1618259 27620163 28904796 229814 486331 104308 87266 29797767 31096652 2761276 2990230 0 17671540 18436003 0 718958 9628158 10101914 30060974 31528147 -263207 -431495 113091278 108927248 76671894 71241463 36419384 37685785 The mission of Francis Parker School is to provide a superior college preparatory education in a diverse, family-oriented environment that meets the academic, social, creative, emotional, and physical needs of the individual student. false false 22114383 2990230 28904796 Francis Parker School is committed to developing independent thinkers whose academic excellence, strength of character, global perspective, and rich foundation of arts and athletic experiences prepare them well to make a meaningful difference in the world. 22114383 true true false false false false false false false true true false false false true true true false true false false false false false true false false false true true true false false false false false false false true false false true false false false false false false false false false true 50 0 true 426 true false false false false false false false false false false false 0 false false false false false false false false false false false X 27 26 true false false true true true false true true false false false true true true true true false true true false false CA X FRANCIS PARKER SCHOOL 8585697900 6501 LINDA VISTA ROAD SAN DIEGO CA 92111 WILLIAM JONES 1.00 X 0 0 0 TOM BANCROFT 1.00 X 0 0 0 TERRY GOODING 1.00 X 0 0 0 TED TCHANG 1.00 X 0 0 0 SHELLEY BENOIT 1.00 X 0 0 0 ROBERT GILLINGHAM 40.00 X 135037 0 14624 RICHARD DICKER 1.00 X 0 0 0 RICHARD BLUMENTHAL 40.00 X 191760 0 9784 PHIL WHITE 1.00 X 0 0 0 PAUL ROUDEBUSH 40.00 X 122457 0 12415 PATRICIA MCKENNA 40.00 X 137061 0 12681 MICHAEL O'HALLORAN 1.00 X 0 0 0 MICHAEL LOWRY 40.00 X 131122 0 16890 LYNN GORGUZE 1.00 X X 0 0 0 KIRSTEN RINDAL 1.00 X 0 0 0 KEVIN YALEY 40.00 X X 230685 0 20540 KATHY PURDON 1.00 X 0 0 0 JULIA INGRAM 1.00 X 0 0 0 JUDITH CONNER 40.00 X 113914 0 14676 JON LAUER 1.00 X 0 0 0 JIMMY ANKLESARIA 1.00 X 0 0 0 JEFFREY VONBEHREN 1.00 X 0 0 0 JEFF SILBERMAN 1.00 X 0 0 0 JANE FETTER 1.00 X 0 0 0 JAMES TOMEY 40.00 X 100412 0 9076 HAMILTON SOUTHWORTH 1.00 X 0 0 0 GRANT LICHTMAN 40.00 X 168959 0 19733 DEE ANNE CANEPA 1.00 X 0 0 0 CATHY SULLIVAN 1.00 X 0 0 0 CATHERINE NICHOLAS 1.00 X 0 0 0 BRENT WOODS 1.00 X 0 0 0 BILL INGRAM 1.00 X 0 0 0 BILL GURTIN 1.00 X 0 0 0 BERT LIANG 1.00 X 0 0 0 ANNIKA BOHL 1.00 X 0 0 0 1331407 130419 9 true true false RUDOLPH & SLETTEN 10955 VISTA SORRENTO PARKWAY S 100 SAN DIEGO CA 92130 CONSTRUCTION 189470 DUANE MORRIS LLP 30 SOUTH 17TH STREET PHILADELPHIA PA 19103 LEGAL 129906 DLC 21800 OXNARD ST STE 980 WOODLAND HILLS CA 91367 CONSULTING 124250 CASE CONSTRUCTION 2907 CORTE JARDIN CARLSBAD CA 92009 CONSTRUCTION 104190 4 428003 1190256 1618259 TUITION AND FEES 611600 27475793 27475793 SUMMER SCHOOL 611600 630774 630774 STUDENT SUPPORT SERVICES 611600 798229 798229 28904796 223392 223392 0 0 0 7636171 7373232 262939 262939 262939 86850 428003 86850 0 0 0 OTHER INCOME 900099 87266 87266 87266 31096652 29255001 223392 0 2990230 2990230 0 0 467427 467427 0 14486032 10346920 3794611 344501 953465 659742 271757 21966 1413343 977951 402831 32561 1115736 772024 318007 25705 135000 135000 147316 147316 175771 175771 0 0 16116 16116 44748 44748 161238 19182 51120 90936 341809 241190 96896 3723 519948 348267 164374 7307 0 1541152 1028313 494743 18096 314 314 0 6983 6983 2096077 1398579 672886 24612 0 2655069 1771559 852334 31176 230889 216384 14505 OTHER EXPENSE 363970 65365 287004 11601 INSTRUCTION 1245806 1245806 HOSPITALITY & EVENTS 124312 55456 68856 ATHLETICS 249255 249255 ADMISSIONS 46141 46141 0 31528147 22114383 8694806 718958 3306910 1506972 18722823 17663416 3908965 2428134 100452 102947 0 0 0 20627 10359 373815 402059 88159377 15488142 74968812 72671235 10818960 13486803 0 0 0 869914 655323 113091278 108927248 3270630 2938145 15577972 16301093 15752532 38129808 49005000 3940952 2997225 76671894 71241463 X 23070238 23156931 4584052 5429764 8765094 9099090 36419384 37685785 113091278 108927248 X -431495 1697896 X false true true X false false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11016835 333996 2702487 378968 13674350 9797107 426382 1225441 432095 11016835 11818387 360540 -1861485 271968 248367 9797107 0.67000 0.33000 false false false 540155 540155 83343706 12242301 71101405 4275516 3245841 1029675 72671235 POOLED INCOME FUND 83267 INTEREST RATE SWAPS 2818979 CLUB & AGENCY ACOUNTS 94979 2997225 31096652 31528147 -431495 2242804 -544908 1697896 1266401 30349226 2242804 2242804 28106422 2990230 2990230 31096652 28537917 28537917 2990230 2990230 31528147 Part X Part X : FIN48 Footnote The School is exempt from federal income tax under the provisions of Section 501(c)(3) of the Internal Revenue Code and is also exempt from state income taxes. The School reviewed its positions for all open tax years and has determined that no provision for uncertain tax positions under FASB Accounting Standards Codification No. 740-10 is required. Part XIII, Line 4b Part XIII, Line 4b: Other revenue amounts included on 990 but not included in F/S FINANCIAL AID $2990230 Part XII, Line 4b Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S FINANCIAL AID $2990230 Part XI, Line 8 Part XI, Line 8: Other Changes in Net Assets or Fund Balances CHANGE IN VALUE OF INTEREST RATE SWAPS $942844 BOND REFINANCING PEALTIES & FEES $ -930432 WRITE-OFF OF UNAMORTIZED BOND ISSUANCE COSTS $ -557320 Part V, Line 4 Part V, Line 4: Intended uses of the endowment fund. THE SCHOOL MAKES APPROPRIATIONS FROM ITS ENDOWMENT IN ACCORDANCE WITH DONOR IMPOSED RESTRICTIONS. THE PURPOSES REQUIRED BY THE DONORS INCLUDE FINANCIAL AID, PROFESSIONAL DEVELOPMENT, CURRICULUM DEVELOPMENT AND OTHER PROGRAM SUPPORT. true true true true true true true false false false false false false false false false false true Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized the School publicizes its racial and other non-discrimination policies on its Website, its enrollment solicitation materials, and its enrollment applications and related forms in a manner so that its policies are known to the general community it serves. In addition, the School publicizes its racial and other non-discrimination policies in a local newspaper, The San Diego Union Tribune, on an annual basis. X false GALA 514853 428003 86850 86850 514853 428003 86850 86850 86850 true X 0 0 EDUCATIONAL SCHOLARSHIPS 259 2990230 FMV Additional Supplemental Information Educational scholarships are applied against tuition and other related charges on the students' account. Individual accounts and the student billing system as a whole are reconciled on a regular basis. X true true X X X X false false false false false false false false false false RICHARD BLUMENTHAL 130928 60000 832 6750 3034 201544 MICHAEL LOWRY 131033 89 10792 6098 148012 KEVIN YALEY 185968 35000 9717 14348 6192 251225 GRANT LICHTMAN 168613 346 13496 6237 188692 Sch J, Part I, Line 1a Part I, Line 1a: Relevant information in regards to selections on 1a. ABAG FINANCE AUTHORITY FO 943130123 2010-11-04 30000000 CAPITAL EXPENDITURES false false ABAG FINANCE AUTHORITY FO 943130123 00037CGT1 2005-09-01 20000000 CAPITAL EXPENDITURES false false 30000000 true false true true BOARD MEMBER - REDEEMED BONDS BOARD MEMBER 3000000 REDEEMED BONDS false BOARD MEMBER - REDEEMED BONDS BOARD MEMBER 12947549 REDEEMED BONDS false BONDS HELD BY TWO MEMBERS OF THE BOARD OF TRUSTEES WERE REDEEMED DURING THE YEAR X 9 229675 false false false Form 990, Part VI, Line 19 Form 990, Part VI, Line 19: Other Organization Documents Publicly Available The governing documents, conflict of interest policy and financial statements are available to the public upon request. Form 990, Part VI, Line 15b Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees Compensation for the Head of School is set by the Executive Committee of the Board of Trustees. The Executive Committee engages an independent party to prepare a report with compensation information for comparable positions and uses this information when determining the Head of School's compensation. The approved compensation plan for the Head of School is documented in an employment agreement.Compensation for other officers and key employees is set by the Head of School with input from the Executive Committee of the Board of Trustees. The Head of School considers information from national, regional, and local compensation surveys when determining compensation for other officers and key employees. The Head of School reviews this information with the Executive Committee before finalizing the compensation for other officers and key employees. The compensation plans for all officers and key employees are documented in an employment agreement. Form 990, Part VI, Line 12c Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts On an annual basis, members of the Board of Trustees are required to read and sign a Conflict of Interest statement in which each member expressly acknowledges an obligation and responsibility to: (1) carry out their duties and exercise any authority for the sole benefit of the School; (2) avoid any circumstance in which the member's personal interests conflict with the interests of the School; and (3) notify the Board of Trustees in the event the member has a potential conflict of interest or has knowledge of another person having a potential conflict of interest. In order to be employed by the School, new employees are required to acknowledge in writing that they have read and understand the policies included in the School's Employee Handbook. Included in the Handbook is a Conflict of Interest policy that prohibits employees from engaging in activities that directly compete with the business or interests of the School. In addition, the Handbook includes a Whistleblower policy, which outlines the School's process for reporting any suspected violations of School policy and provides assurance that employees who report potential violations will not be subject to retaliation. Form 990, Part VI, Line 11 Form 990, Part VI, Line 11: Form 990 Review Process Form 990 is prepared and reviewed by School management and the School's external auditors. Once the initial preparation and review work is completed, a draft version of Form 990 (excluding Schedule B - Schedule of Contributors) is provided to the Audit Committee of the Board of Trustees for its review. The Audit Committee then meets with School management to review its questions and comments, and identified changes are made to Form 990 as a result of this meeting. Following the Audit Committee's review, a copy of Form 990 (excluding Schedule B - Schedule of Contributors) is distributed to members of the Board of Trustees. Form 990, Part VI, Line 6 Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder There is one class of members. Members shall be (a) parents or legal guardians of currently registered students of the School who are identified as such on student contracts and (b) all current members of the Board of Trustees. Members who are not behind or in default with all the School's required tuition, dues, fees and assessments shall be members in good standing and may attend or vote at meetings of members. Even though a person may qualify multiple times as a member, i.e. by virtue of having more than one child enrolled at the School or by being a parent and a member of the Board, no person shall have more than one vote as a member. Form 990, Part VI, Line 5 Form 990, Part VI, Line 5: Description of Material Diversion of Assets During the year ended June 30, 2011, the School determined that an employee had diverted approximately $312,000 of the School's assets for the employee's personal benefit over the course of several years. Following this determination, the employee was terminated, the School filed criminal charges against the former employee, and an insurance claim was made under the School's theft policy. The School also instituted additional control measures to prevent such a diversion from recurring. Subsequent to June 30, 2011, the School recovered the amount diverted through its insurance claim. Form 990, Part VI, Line 2 Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et JULIA INGRAM AND BILL INGRAM HAVE A FAMILY RELATIONSHIP