2024-05-13T14:45:11-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 2210 EAST ROUTE 66 GLENDORA CA 91740 990 2022-07-01 941201211 PRESIDIO HILL SCHOOL PRES 4157519318 3839 WASHINGTON STREET SAN FRANCISCO CA 94118 TONY MORGAN DIRECTOR OF FINANCE 4157519318 2024-05-13 1 TONY MORGAN 999009999 1 WADE MCMULLEN P00541671 6268577300 2024-05-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z LISA JELI 3839 WASHINGTON STREET SAN FRANCISCO CA 94118 11063448 0 X WWW.PRESIDIOHILL.ORG X 1918 CA HELP CHILDREN DISCOVER AND DEVELOP THEIR FULL POTENTIAL. 24 20 77 100 0 0 1598895 742299 8523359 8841169 95651 20267 70236 1409839 10288141 11013574 1789375 1783742 0 0 5398687 5952833 0 0 31178 2742008 2537240 9930070 10273815 358071 739759 22569699 24170931 11664889 12467968 10904810 11702963 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 8349441 1783742 10257504 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 APPROXIMATELY 220 TK-8TH GRADE STUDENTS. 144596 PRESIDIO HILL OFFERS AFTER SCHOOL RECREATIONS FOR STUDENTS. INCLUDED IN SUCH, THE ATHLETICS PROGRAM OFFERS A VARIETY OF ATHLETIC OPPORTUNITIES FOR STUDENTS IN GRADES 6-8. THE SCHOOL ALSO OFFERS THREE CAMP WEEKS DURING THE YEAR FOR STUDENTS IN GRADES TK-5: SUMMER CAMP, FEBRUARY CAMP, AND SPRING CAMP. 8494037 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 77 1 0 0 0 0 0 0 0 0 0 0 0 0 X 24 20 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 X TONY MORGAN - DIRECTOR OF FINANCE 4157519318 3839 WASHINGTON STREET SAN FRANCISCO CA 94118 LISA JELI HEAD OF SCHOOL 40.00 X X 345558 0 33757 CHARLES ANTHONY TONY MORGAN DIRECTOR OF FINANCE AND OP 40.00 X X 222751 0 21319 LINA LENBERG FACULTY TRUSTEE 40.00 X 105147 0 11014 CALLIE TAYLOR FACULTY TRUSTEE 40.00 X 70582 0 9331 NOAH BERLAND BOARD CO-CHAIR 8.00 X X 0 0 0 NICOLE LAVALLEE BOARD CO-CHAIR 8.00 X X 0 0 0 MICHELLE CHAN SECRETARY 3.00 X X 0 0 0 BRANDON CHERRY TREASURER 3.00 X X 0 0 0 ANN BALAJADIA TRUSTEE 3.00 X 0 0 0 BILL CAHAN TRUSTEE 3.00 X 0 0 0 CAL TAYLOR TRUSTEE 3.00 X 0 0 0 SEEMA DALA VICE CHAIR 8.00 X X 0 0 0 ED DOLLARD TRUSTEE 3.00 X 0 0 0 AMOS ELLISTON TRUSTEE 3.00 X 0 0 0 WENDY HORNG BRAWER TRUSTEE 3.00 X 0 0 0 SEAN JOYCE TRUSTEE 3.00 X 0 0 0 DALLAS KASHUBA TRUSTEE 3.00 X 0 0 0 JONATHAN MAGUIRE TRUSTEE 3.00 X 0 0 0 CATHERINE LEE TRUSTEE 3.00 X 0 0 0 KRISTEL LEOW TRUSTEE 3.00 X 0 0 0 LINDA PETERS TRUSTEE 3.00 X 0 0 0 SHABAN SHAKOORI TRUSTEE 3.00 X 0 0 0 TODD DARLING TRUSTEE 3.00 X 0 0 0 SUSAN ANDREWS TRUSTEE 3.00 X 0 0 0 ANTHONY CIFRA LOWER SCHOOL DIRECTOR 40.00 X 148975 0 15470 KELLY DEES DIRECTOR OF ADMISSION AND 40.00 X 141254 0 17340 JAMES WYGANT MIDDLE SCHOOL DIRECTOR 40.00 X 126764 0 18286 1161031 0 126517 6 0 1 0 SM SYKES GENERAL CONTRACTOR 3786 PACHECO BLVD MARTINEZ CA 94553 GENERAL CONTRACTOR 1266275 ROSE CLEANING 20573 WISTERIA STREET APT 14 CASTRO VALLEY CA 94546 JANITORIAL SERVICES 123326 2 42593 699706 742299 TUITION AND FEES 611600 8841169 8841169 8841169 20267 20267 43378 42593 49874 -6496 -6496 ERC REVENUE 611710 1389294 1389294 REFUNDS/REIMBURSEMENTS 611710 18010 18010 APPAREL SALES 611710 4545 4545 4486 4486 1416335 11013574 10257504 0 13771 1783742 1783742 871080 748293 122787 4017522 3339218 678304 171427 142738 28689 546526 452830 93696 346278 292782 53496 50710 50710 33128 33128 434841 178938 255903 26792 22925 3867 258022 85748 163828 8446 39385 37416 1969 315495 301118 14377 252427 225557 26870 499523 474547 24976 83134 78977 4157 OTHER EXPENSES 248506 69426 160215 18865 AFTER SCHOOL PROGRAM 144596 144596 BOOKS AND SUPPLIES 92596 92596 FIELD TRIP EXPENSES 45515 45515 12570 12570 10273815 8494037 1748600 31178 5198309 5218004 110196 110196 308082 150648 130629 51277 64343 102285 24994365 8563151 15462991 16431214 1295149 1353543 0 753764 22569699 24170931 162181 51222 3452249 3588660 8050459 8828086 11664889 12467968 X 8754597 9707910 2150213 1995053 10904810 11702963 22569699 24170931 739759 58394 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2064928 14966 9097 8742 2080249 1453094 631549 35169 54884 2064928 1217587 3950 231557 384 1453094 1095650 110100 12373 536 1217587 95650 1000000 638 638 1095650 0.04000 0.96000 0 0 5275000 5275000 18428494 7363612 11064882 1290871 1199539 91332 16431214 X 9338100 58394 -1783742 -1725348 11063448 -49874 -49874 11013574 8539947 49874 49874 8490073 1783742 1783742 10273815 PART V, LINE 4: THE SCHOOL'S ENDOWMENT CONSISTS OF FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. PART X, LINE 2: THE SCHOOL IS A NON-PROFIT ENTITY EXEMPT FROM THE PAYMENT OF INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR INCOME TAXES. THE SCHOOL IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THE EXEMPT PURPOSES. THE SCHOOL FILES AN EXEMPT SCHOOL RETURN AND APPLICABLE UNRELATED BUSINESS INCOME TAX RETURN IN THE U.S. FEDERAL JURISDICTION AND WITH THE CALIFORNIA FRANCHISE TAX BOARD. PART XI, LINE 2D - OTHER ADJUSTMENTS: SCHOLARSHIP AND TUITION ASSISTANCE -1,783,742. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING DIRECT EXPENSES -49,874. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING DIRECT EXPENSES 49,874. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP AND TUITION ASSISTANCE 1,783,742. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 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 IN THE SAN FRANCISCO CHRONICLE ALONG WITH OTHER SCHOOLS INCLUDED IN THE SAN FRANCISCO BAY AREA IN ASSOCIATION WITH THE CALIFORNIA INDEPENDENT SCHOOL BUSINESS OFFICERS ASSOCIATION (CAL-ISBOA). SPRING FLING 45878 2500 43378 38696 5324 1579 WALK-A-THON 40093 40093 520 2230 1525 85971 42593 43378 39216 2230 5324 3104 49874 -6496 1 SCHOLARSHIP/FINANCIAL AID 59 1783742 FMV FINANCIAL AID TO STUDENTS PART I, LINE 2: ASSISTANCE TO INDIVIDUALS IS EXCLUSIVELY FOR SCHOLARSHIP REDUCTIONS IN TUITION AND FEES. X X 0 0 0 0 0 0 0 0 0 LISA JELI HEAD OF SCHOOL 345558 0 0 0 0 0 17278 0 16479 0 379315 0 0 0 CHARLES ANTHONY TONY MORGAN DIRECTOR OF FINANCE AND OP 222751 0 0 0 0 0 11088 0 10231 0 244070 0 0 0 ANTHONY CIFRA LOWER SCHOOL DIRECTOR 148975 0 0 0 0 0 7399 0 8071 0 164445 0 0 0 KELLY DEES DIRECTOR OF ADMISSION AND 141254 0 0 0 0 0 7013 0 10327 0 158594 0 0 0 PART I, LINE 3 THE EXECUTIVE COMMITTEE OF THE BOARD NEGOTIATES THE EMPLOYMENT CONTRACT WITH THE BOARD CHAIR, HEAD OF SCHOOL, OR DIRECTOR OF FINANCE AND OPERATIONS. A CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY 352273601 2021-10-21 9000000 REFINANCING DEBT RELATED TO PROPERTY DEVELOPMENT FOR FACILITIES 0 1 0 A 9000000 132466 822838 8044695 2021 1 0 1 1 A 1 0 0 0 0 0 0 A 1 0 0 0 0 0 A 1 FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY SELECT MEMBERS OF THE FINANCE COMMITTEE, AND IS 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 MONITORING IS PERFORMED REGULARLY BY THE OFFICERS TO IDENTIFY POTENTIAL CONFLICTS OF INTEREST. THE BOARD OR DESIGNATED COMMITTEE REVIEWS ANY CONFLICTS PRESENTED BY INTERESTED PARTIES. THE CHAIRPERSON APPOINTS A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE THE TRANSACTION IN QUESTION AND REPORT FINDINGS TO THE BOARD. ALTERNATIVES TO THE PROPOSED TRANSACTION ARE IDENTIFIED AND COMPARED TO THE PROPOSED TRANSACTION. THE BOARD VOTES ON THE MOST BENEFICIAL OPTION FOR THE ORGANIZATION. IF THE BOARD HAS REASON TO BELIEVE AN INTEREST PERSON HAS FAILED TO DISCLOSE THE POTENTIAL CONFLICT, THE BOARD WILL INVESTIGATE FURTHER AND IF NECESSARY, TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. 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. THEY BENCHMARK LEAD ADMINISTRATORS SALARIES TO THE 25TH PERCENTILE OF THOSE IN SIMILAR ROLES AT THEIR PEER SCHOOLS IN SAN FRANCISCO. IF A PERSON IS NEW TO THE LEAD ADMIN ROLE, THEY GENERALLY START THAT PERSON'S SALARY SLIGHTLY BELOW THE 25TH PERCENTILE AND THEY GENERALLY TRY TO INDEX THAT SALARY TO THAT 25TH PERCENTILE BY THE INDIVIDUALS THIRD YEAR IN THE ROLE. TO DO THIS, THEY USE ANONYMIZED DATA FOUND ON THE ANNUAL ISBOA SURVEY, WHICH GIVES A PERCENTILE RANGE FOR EACH POSITION. THIS PEER DATA IS COMPOSED OF SAND FRANCISCO TK-8 INDEPENDENT SCHOOLS. THE HEAD OF SCHOOL AND DIRECTOR OF FINANCE AND OPERATIONS WORK THROUGH EACH SALARY SEPARATELY, AND THEN ADJUST SALARIES RELATIVE TO THE GENERAL PERCENTAGE INCREASE AUTHORIZED BY THE BOARD AND THE ISBOA COMPENSATION DATA. THEY KEEP SOME NOTES BUT DO NOT DOCUMENT ALL CONVERSATIONS ABOUT THE SALARY INCREASES. THEY GO THROUGH THIS PROCESS ANNUALLY, AND THE HEAD OF SCHOOL'S SALARY IS NEGOTIATED SEPARATELY BY THE EXECUTIVE COMMITTEE OF THE BOARD. THE EXECUTIVE COMMITTEE IS PROVIDED THE CURRENT SALARY COMPENSATION DATA FROM THE ISBOA SURVEY. 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.