2026-04-03T17:13:21-05:00 2025-06-30 946214841 ARMANINO ADVISORY LLC 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2024-07-01 941186156 CALIFORNIA SCHOOL OF MECHANICAL ARTS CALI 4153334021 755 OCEAN AVENUE SAN FRANCISCO CA 94112 ADAM ANDERSON CFOO 4153334021 2026-03-26 1 1 KATY BROWN P00650274 9257902600 2026-03-26 2024 2025-03-06 01:10:19Z LICK-WILMERDING HIGH SCHOOL ADAM ANDERSON 755 OCEAN AVENUE SAN FRANCISCO CA 94112 46221394 0 X WWW.LWHS.ORG X 1885 CA TO DEVELOP QUALITIES OF THE HEAD, HEART & HANDS THAT WILL SERVE STUDENTS THROUGHOUT THEIR LIVES. 24 24 214 400 142749 0 2359682 2962177 31832837 33682848 1726019 1755220 137075 149505 36055613 38549750 7037790 7707700 0 0 18756491 20474375 0 0 1064140 10346918 10565963 36141199 38748038 -85586 -198288 176675913 184307513 58395032 58604048 118280881 125703465 X A PRIVATE SCHOOL WITH PUBLIC PURPOSE, LICK-WILMERDING HIGH SCHOOL "LWHS" DEVELOPS THE HEAD, HEART AND HANDS OF HIGHLY MOTIVATED STUDENTS FROM ALL WALKS OF LIFE, INSPIRING THEM TO BECOME LIFE-LONG LEARNERS WHO CONTRIBUTE TO THE WORLD WITH CONFIDENCE. 0 0 32638591 7707700 33682848 LWHS IS A NON-PROFIT, INDEPENDENT, COEDUCATIONAL, COLLEGE PREPARATORY DAY SCHOOL SERVING GRADES 9-12 WITH A TRADITION OF INTEGRATING DEMANDING ACADEMIC COURSES WITH SERVICE LEARNING AND TECHNICAL AND FINE ARTS. ENDOWED BY SAN FRANCISCO ENTREPRENEUR JAMES LICK, THE CALIFORNIA SCHOOL OF MECHANICAL ARTS OPENED ITS DOORS IN 1895. SUBSEQUENTLY, THE "LICK SCHOOL" MERGED WITH THE WILMERDING SCHOOL OF INDUSTRIAL ARTS AND THE LUX SCHOOL OF INDUSTRIAL TRAINING. A PRIVATE SCHOOL WITH PUBLIC PURPOSE, LICK-WILMERDING HIGH SCHOOL DEVELOPS THE HEAD, HEART, AND HANDS OF HIGHLY MOTIVATED STUDENTS FROM ALL WALKS OF LIFE, INSPIRING THEM TO BECOME LIFELONG LEARNERS WHO CONTRIBUTE TO THE WORLD WITH CONFIDENCE AND (CONT. ON SCH. O) COMPASSION. LWHS' RIGOROUS HEAD, HEART, AND HANDS CURRICULUM EQUIPS STUDENTS WITH THE SKILLS, HABITS OF MIND, AND COMMITMENT TO BUILD LIVES OF EXCELLENCE AND MEANING. THE SCHOOL OFFERS CHALLENGING, COLLEGE PREPARATORY CLASSES IN NINE DISCIPLINES, WITH A UNIQUE TECHNICAL ARTS PROGRAM, PART OF ITS 129 YEAR LEGACY, AND RIGOROUS HONORS LEVEL CLASSES IN ALL FIVE ACADEMIC DEPARTMENTS. STUDENTS ALSO PARTICIPATE IN THE FOUR YEAR PUBLIC PURPOSE PROGRAM, A HANDS-ON EDUCATION AND SERVICE-LEARNING EXPERIENCE.THE 559 STUDENTS AT LWHS REFLECT THE SCHOOL'S STRONG COMMITMENT TO CULTURAL, SOCIAL AND SOCIOECONOMIC DIVERSITY. 70% OF STUDENTS ARE SELF-IDENTIFIED AS STUDENTS OF COLOR. IN 2024, THERE WERE 940 APPLICANTS FOR 140 PLACES IN THE NINTH GRADE; 139 NINTH GRADERS ENROLLED FROM 63 MIDDLE SCHOOLS. THE FLEXIBLE TUITION PROGRAM AWARDED $7.7 MILLION TO 33% OF THE STUDENTS. OUR 73 FULL-TIME AND PART-TIME TEACHERS, ADMINISTRATORS AND PROGRAM DIRECTORS HOLD 49 MASTER'S DEGREES AND 6 DOCTORATES. PERFORMING, TECHNICAL AND FINE ARTS TEACHERS HAVE SUPPLEMENTED THEIR FORMAL DEGREES WITH EXTENSIVE WORK AND PERFORMANCE EXPERIENCE. 32638591 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 106 0 1 214 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 1 0 0 CA X WILSON HONG CONTROLLER 4153334021 755 OCEAN AVENUE SAN FRANCISCO CA 94112 LINA GARCIA PRESIDENT 3.00 X X 0 0 0 YVONNE PEREZ-SALLABERRY VICE PRESIDENT 3.00 X X 0 0 0 ANUPAM MISHRA TREASURER 3.00 X X 0 0 0 SHABNAM AZAD SECRETARY 3.00 X X 0 0 0 LYDIA ALEXANDER TRUSTEE 3.00 X 0 0 0 ANDREA EVANS TRUSTEE 3.00 X 0 0 0 CLAIRE FISHER TRUSTEE (THRU 01/25) 3.00 X 0 0 0 JESSICA FLEMMING TRUSTEE 3.00 X 0 0 0 BETH GOYA TRUSTEE 3.00 X 0 0 0 LARRY KANE TRUSTEE 3.00 X 0 0 0 JASON KILAR TRUSTEE 3.00 X 0 0 0 STEVE KIM TRUSTEE 3.00 X 0 0 0 JEFF KING TRUSTEE 3.00 X 0 0 0 MELISSA MA TRUSTEE 3.00 X 0 0 0 DIKSHA MAKAN TRUSTEE 3.00 X 0 0 0 MIRANDA MARTIN TRUSTEE 3.00 X 0 0 0 DAVID MITCHELL TRUSTEE 3.00 X 0 0 0 ERIC NILES TRUSTEE 3.00 X 0 0 0 VENK REDDY TRUSTEE 3.00 X 0 0 0 SUNNY RYAN TRUSTEE 3.00 X 0 0 0 MARK SELCOW TRUSTEE 3.00 X 0 0 0 JENNY WILSON TRUSTEE 3.00 X 0 0 0 CHARLES WYMAN TRUSTEE 3.00 X 0 0 0 RICH YANG TRUSTEE 3.00 X 0 0 0 CAMERON YUEN-SHORE TRUSTEE 3.00 X 0 0 0 RAJ MUNDRA HEAD OF SCHOOL 40.00 X 669135 0 69319 JEANETTE MOORE CFOO 40.00 X 304892 0 34202 KATHRYN WILEY DEAN OF TEACHING AND LEARNING 40.00 X 224832 0 74483 ALEGRIA BARCLAY DEAN OF FACULTY 40.00 X 193707 0 38480 DON RIZZI FACULTY 40.00 X 189604 0 11752 MARJORIE TORRES FACULTY 40.00 X 180745 0 24569 WILSON HONG CONTROLLER 40.00 X 173971 0 35779 1936886 0 288584 81 0 1 0 TRUEBECK CONSTRUCTION 2855 CAMPUS DRIVE SUITE 100 SAN MATEO CA 94403 CONSTRUCTION SERVICES 3426489 HINES BUILDING MAINTENANCE 91 LOST LAKE LANE CAMPBELL CA 95008 FACILITY SERVICES 586723 PHOENIX TRANSPORTATION 405 GRAND AVENUE 204 SOUTH SAN FRANCISCO CA 94080 BUS SERVICES 327691 JOFFE EMERGENCY SERVICES 2052 BUNDY DRIVE 1014 LOS ANGELES CA 90025 HEALTH COORDINATOR SERVICES 158074 WORLDSTRIDES 1121 WHITE ROCK ROAD SUITE 203 EL DORADO HILLS CA 95762 TOUR SERVICES 141295 7 2962177 92597 2962177 TUITION AND FEES 611600 33635165 33635165 SCHOOL ACTIVITIES 611600 47683 47683 33682848 1430286 142749 1287537 160933 11428 149505 149505 149505 7982955 2195 7660216 0 322739 2195 324934 324934 38549750 33682848 142749 1761976 13000 13000 7694700 7694700 1009536 1009536 15401572 13390721 1446454 564397 886546 734131 107258 45157 2100623 1821986 195100 83537 1076098 888984 145441 41673 155515 155515 94863 94863 334290 334290 324458 324458 3475717 2754797 506308 214612 370455 370455 1936566 1748674 187892 127947 75941 48157 3849 108797 73504 32733 2560 789858 720351 43442 26065 2493647 2274206 137151 82290 276709 276709 PARENT ASSOCIATION 40141 40141 MISSION ATTAINMENT FUND 37000 37000 38748038 32638591 5045307 1064140 565 625 19499762 21340007 68343 129187 14885421 15799834 196069 206657 4129317 3938076 88452630 33263272 54301638 55189358 16374029 15525820 66218264 71175444 1002505 1002505 176675913 184307513 3786826 3408948 25856130 27364664 28182830 27284550 569246 545886 58395032 58604048 X 52805172 55517693 65475709 70185772 118280881 125703465 176675913 184307513 -198288 7620872 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 71238210 1289717 7141248 2775000 76894175 65343710 801000 7773500 2680000 71238210 61948835 1001300 4918575 2525000 65343710 66909979 1300601 -3961745 2300000 61948835 51502979 603226 17063774 2260000 66909979 0.09266 0.30730 0.60000 0 0 1205607 1205607 83035843 30626055 52409788 3814334 2637217 1177117 396846 396846 55189358 INVESTMENTS MEASURED AT NAV 71175444 F 71175444 TENANT DEPOSITS 7119 CAPITAL LEASE OBLIGATIONS 538767 545886 X 38153060 7620872 11428 7632300 30520760 334290 7694700 8028990 38549750 30730476 11428 11428 30719048 334290 7694700 8028990 38748038 PART V, LINE 4: THE SCHOOL'S ENDOWMENT CONSISTS OF FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. ITS ENDOWMENT INCLUDES DONOR-RESTRICTED AND BOARD-DESIGNATED ENDOWMENT FUNDS. AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP), NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. PART X, LINE 2: THE SCHOOL IS A QUALIFIED ORGANIZATION EXEMPT FROM FEDERAL INCOME AND CALIFORNIA FRANCHISE TAXES UNDER THE PROVISIONS OF SECTIONS 501(C)(3) OF THE INTERNAL REVENUE CODE AND 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE, RESPECTIVELY. THE SCHOOL'S MANAGEMENT HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF JUNE 30, 2025, THE SCHOOL DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 11,428. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 7,694,700. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 11,428. PART XII, LINE 4B - OTHER ADJUSTMENTS: TUITION ASSISTANCE 7,694,700. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE RACIALLY NON-DISCRIMINATORY POLICY IS POSTED ON THE LANDING PAGE OF THE SCHOOL'S WEBSITE. 1 AIM HIGH PO BOX 410715 SAN FRANCISCO CA 94141 943296338 501(C)(3) 13000 0 CASH PROGRAM SUPPORT 1 0 TUITION ASSISTANCE 184 7694700 FMV DIRECT CREDIT TO STUDENT ACCOUNT PART I, LINE 2: THE ORGANIZATION'S CENTER FOR CIVIC ENGAGEMENT EXECUTIVE DIRECTOR TRACKS THE GRANTS AND/OR ASSISTANCE PROVIDED TO THE GRANTEES ON A REGULAR BASIS. THE ORGANIZATION'S FLEX TUITION COMMITTEE GRANTS AND TRACKS THE TUITION ASSISTANCE PROVIDED TO THE GRANTEES ON A REGULAR BASIS. X 1 1 X X X X X X 0 0 0 0 0 0 0 0 0 RAJ MUNDRA HEAD OF SCHOOL 525032 0 0 0 144103 0 46250 0 23069 0 738454 0 0 0 JEANETTE MOORE CFOO 304892 0 0 0 0 0 21525 0 12677 0 339094 0 0 0 KATHRYN WILEY DEAN OF TEACHING AND LEARNING 220699 0 0 0 4133 0 15224 0 59259 0 299315 0 0 0 ALEGRIA BARCLAY DEAN OF FACULTY 193707 0 0 0 0 0 14551 0 23929 0 232187 0 0 0 WILSON HONG CONTROLLER 173971 0 0 0 0 0 12880 0 22899 0 209750 0 0 0 MARJORIE TORRES FACULTY 180745 0 0 0 0 0 12607 0 11962 0 205314 0 0 0 DON RIZZI FACULTY 185471 0 0 0 4133 0 11578 0 174 0 201356 0 0 0 PART I, LINE 1A THE SCHOOL PROVIDED TAX ALLOWANCE PAYMENTS FOR ITS HEAD OF SCHOOL TO COVER TAXES ASSOCIATED WITH REPORTABLE FMV OF HOUSING BENEFIT (EQUIVALENT RENT). THIS AMOUNT IS INCLUDED IN THE W-2 TAXABLE WAGES. A CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY 680164610 2017-06-21 53000000 REFUND PRIOR ISSUE AND FINANCE NEW CONSTRUCTION 0 0 0 A 20521759 45043419 31100000 17975000 2018 1 0 1 1 A 0 0 0 0 0 0 1 A 0 1 0 0 0 0 0 0 1 A 1 X 18 92597 PUBLICLY TRADED EXCHANGE 0 0 1 0 PART I, COLUMN (B): THIS NUMBER REFLECTS THE NUMBER OF CONTRIBUTIONS, NOT THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B UPON COMPLETION OF THE FORM 990, THE AUDIT COMMITTEE MEETS WITH THE EXTERNAL TAX PREPARER AND THE ORGANIZATION'S CONTROLLER AND CFOO. AFTER THE AUDIT COMMITTEE HAS HAD AN OPPORTUNITY TO REVIEW THE ENTIRE RETURN AND RESOLVE ANY ISSUES, THE RETURN IS APPROVED BY THE COMMITTEE AND THE PUBLIC DISCLOSURE VERSION OF THE FORM 990 IS DISTRIBUTED TO ALL MEMBERS OF THE VOTING BODY PRIOR TO FILING. BUT FOR THE OMISSION OF THE CONTRIBUTOR INFORMATION IN SCHEDULE B, THE ORGANIZATION WOULD ANSWER, "YES" TO QUESTION 11A, PART VI-B, FORM 990. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS COMPLETED ANNUALLY BY THE BOARD OF TRUSTEES, OFFICERS, DIRECTORS AND KEY EMPLOYEES. A DESIGNATED BOARD MEMBER DISTRIBUTES THE CONFLICT OF INTEREST POLICY AND THEN COLLECTS AND REVIEWS THE COMPLETED FORMS. ANY POTENTIAL CONFLICT OF INTEREST CAN BE ADDRESSED BY THE INTERESTED PERSON BEFORE THE BOARD MEMBERS. AFTER WHICH, THE INTERESTED PERSON WILL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. THE PRESIDENT SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER EXERCISING DUE DILIGENCE, THE BOARD OF TRUSTEES SHALL DETERMINE WHETHER LICK-WILMERDING HIGH SCHOOL CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE BOARD OF TRUSTEES SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED TRUSTEES WHETHER THE TRANSACTION OR ARRANGEMENT IS IN LICK-WILMERDING HIGH SCHOOL'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION IT SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. IF THE BOARD OF TRUSTEES HAS REASONABLE CAUSE TO BELIEVE A TRUSTEE, OFFICER, KEY EMPLOYEE, OR NON-TRUSTEE MEMBER OF A COMMITTEE OF THE BOARD OF TRUSTEES HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM SUCH PERSON OF THE BASIS FOR SUCH BELIEF AND AFFORD HIM OR HER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE BOARD OF TRUSTEES DETERMINES SUCH PERSON HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15A THE CHIEF FINANCIAL & OPERATIONS OFFICER PROVIDES TO THE BOARD OF TRUSTEES COMPARABLE SALARY DATA FOR THE HEAD OF SCHOOL. THE SALARY DATA IS BASED ON EXPERIENCE, SIMILAR SCHOOL SIZE AND METROPOLITAN AREA. THE BOARD THEN REVIEWS, SETS AND APPROVES COMPENSATION FOR THE HEAD OF SCHOOL. THIS PROCESS OCCURS APPROXIMATELY EVERY TWO YEARS. COMPENSATION FOR THE TOP MANAGEMENT OFFICIALS IS SET BY THE HEAD OF SCHOOL. THE COMPENSATON IS ALSO BASED ON COMPARABLE EXPERIENCE, SCHOOL SIZE AND METROPOLITAN AREA. THIS PROCESS ALSO OCCURS ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. 1 CHARITABLE REMAINDER TRUST 1 CHARITABLE REMAINDER TRUST INVESTMENT CA N/A T 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0