2024-05-15T17:31:44-05:00 2022-06-30 461171913 S D MAYER & ASSOCIATES LLP 235 MONTGOMERY STREET 26TH FL SAN FRANCISCO CA 94104 990 2021-07-01 272889011 ALTA VISTA SCHOOL ALTA 4154374700 450 SOMERSET STREET SAN FRANCISCO CA 94134 DR SEAN HAMER HEAD OF SCHOOL 4154374700 2024-04-24 1 DR SEAN HAMER 999009999 STEPHEN D MAYER P00022797 4156914040 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z X SEAN HAMER 450 SOMERSET STREET SAN FRANCISCO CA 94134 15059501 0 X WWW.ALTAVISTASCHOOLSF.ORG X 2010 CA ALTA VISTA SCHOOL PROVIDES ELEMENTARY AND MIDDLE SCHOOL EDUCATION TO ENROLLED STUDENTS. 16 16 91 16 0 0 2271270 1646141 10435929 11838621 3289 32859 1211170 1541880 13921658 15059501 869400 989125 0 0 8109521 8377958 0 0 175706 3158735 3599149 12137656 12966232 1784002 2093269 25044641 26174507 22919178 21955775 2125463 4218732 AN INDEPENDENT, COMMUNITY ELEMENTARY AND MIDDLE SCHOOL IN SAN FRANCISCO OFFERING A PROGRESSIVE LEARNING ENVIRONMENT WITH AN EMPHASIS ON SCIENCE, MATH AND TECHNOLOGY. 0 0 11289855 989125 11838621 THE SCHOOL PROVIDES STUDENTS WITH A RIGOROUS, YET FUN AND ENGAGING EDUCATION THROUGH PROGRESSIVE, EXPERIENCE-BASED LEARNING GROUNDED IN THE SCIENTIFIC METHOD AND DELIVERED THROUGH SMALL CLASS SIZES. CURRENTLY THE SCHOOL EDUCATES 314 STUDENTS IN GRADES JUNIOR KINDERGARTEN THROUGH EIGHTH GRADE. 11289855 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 21 0 1 91 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 1 1 0 CA X SEAN HAMER 4154374700 SAME AS ORGANIZATION SAN FRANCISCO CA 94134 STEVEN COMFORT TRUSTEE 2.00 X 0 0 0 JOANNA MROZ SECRETARY, TRUSTEE 2.00 X X 0 0 0 JULIE SHUMAKER TRUSTEE 2.00 X 0 0 0 GARTH SPILLER PRESIDENT, TRUSTEE 2.00 X X 0 0 0 STEPHEN WASSERMAN TREASURER, TRUSTEE 2.00 X X 0 0 0 STEPHEN PERKINS VICE PRESIDENT, TRUSTEE 2.00 X 0 0 0 JOMA JONES TRUSTEE 2.00 X 0 0 0 KIMI PETERS TRUSTEE 2.00 X 0 0 0 LAUREN LIPPMAN TRUSTEE 2.00 X 0 0 0 SARAH ROSE TRUSTEE 2.00 X 0 0 0 ELIZABETH DREW TRUSTEE 2.00 X 0 0 0 KATE LONG TRUSTEE 2.00 X 0 0 0 R ZACHARY THOMSON TRUSTEE 2.00 X 0 0 0 SEAN HAMER AS OF 7119 HEAD OF SCHOOL 40.00 X 460089 0 0 KATHLEEN GIBBONS LS HEAD DIRECTOR 40.00 X 199369 0 0 ELIZABETH DAVIS HEAD OF MS 40.00 X 172162 0 0 MARY ELLEN LAVIGNE DIRECTOR OF ADVANCEMENT 40.00 X 153478 0 0 JAY LEVIN ENGLISH 40.00 X 102447 0 0 CARLOS AGUAYO ATHLETICS DIRECTOR 40.00 X 114595 0 0 RHIANA MAIDENBERG MATHEMATICS COACH 40.00 X 100170 0 0 TONI SETTEDUCATO MS DEAN OF STUDENTS 40.00 X 106250 0 0 1408560 0 0 8 0 1 0 0 X 1646141 1646141 TUITION 611110 11518797 11518797 BOOKENDS PROGRAM FEES 611710 297224 297224 APPLICATION FEES 611110 22600 22600 11838621 32859 32859 DEBT FORGIVENESS 611110 1120387 1120387 MISC INCOME 611110 421493 421493 1541880 15059501 11838621 0 1574739 X 989125 989125 985098 906290 59106 19702 6052311 5551030 378777 122504 213438 195844 13281 4313 647552 594175 40292 13085 479559 440029 29839 9691 64742 64742 233977 233977 205838 188872 12807 4159 796998 796998 5231 5231 411359 411359 385527 385526 1 92252 92252 CLASSROOM MATERIALS 259905 259905 MISCELLANEOUS 190641 190641 GALA PURCHASES 176949 176949 UTILITIES 139955 128419 11536 635775 265334 368189 2252 12966232 11289855 1500671 175706 X 7275682 7798024 6967 36407 93334 13620 19330033 2073044 17566658 17256989 1000000 102000 69467 25044641 26174507 919159 1116314 4950429 4920377 6820000 4720000 9600000 10600000 629590 599084 22919178 21955775 X 2125463 4218732 2125463 4218732 25044641 26174507 2093269 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6454408 6454408 11006445 1193209 9813236 1097327 286738 810589 322004 275000 47004 449849 318097 131752 17256989 DEFERRED RENT 283584 TUITION DEPOSITS 315500 599084 X 14070376 0 14070376 989125 989125 15059501 11977107 0 11977107 989125 989125 12966232 PART X, LINE 2: ALTA VISTA SCHOOL FOLLOWS THE GUIDANCE FOR UNCERTAIN TAX POSITIONS. MANAGEMENT CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS AT JUNE 30, 2022. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL ASSISTANCE 989,125. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL ASSISTANCE 989,125. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 ALTA VISTA SCHOOL PUBLICIZES ITS POLICY IN ALL EDUCATION AND PROGRAM MATERIALS, AND ON THE WEB-SITE. ALTA VISTA SCHOOL ALSO PUBLISHED ITS NOTICE OF ITS NONDISCRIMINATORY POLICY IN A NEWSPAPER OF GENERAL CIRCULATION, THE SAN FRANCISCO EXAMINER, DURING REPORTING PERIOD. SCHEDULE E, PART I, LINE 1 ALTA VISTA SCHOOL DOES NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, NATIONAL ORIGIN, ETHNIC ORIGIN, RELIGION, GENDER, LIFESTYLE, SEXUAL ORIENTATION, DISABILITY AND AGE IN THE ADMINISTRATION OF ITS EDUCATIONAL POLICIES, ADMISSION POLICIES, FINANCIAL AID AND LOAN PROGRAMS, ATHLETIC AND OTHER SCHOOL-ADMINISTERED PROGRAMS, HIRING PRACTICES, AND PRIVELEGES, PROGRAMS AND ACTIVITIES GENERALLY ACCORDED OR MADE AVAILABLE TO STUDENTS, PARENTS, AND EMPLOYEES OF THE SCHOOL. 1 TUITION REDUCTION 48 989125 FMV SCHOLARSHIPS PART I, LINE 2: ALTA VISTA SCHOOL PROVIDES A LIMITED NUMBER OF SCHOLARSHIPS FOR TUITION REDUCTION. FINANCIAL AID APPLICATIONS ARE REVIEWED BY THE BOARD, AND AWARDED ON BASIS OF NEED. X 0 0 0 0 0 0 0 0 0 SEAN HAMER AS OF 7119 HEAD OF SCHOOL 460089 0 0 0 0 0 0 0 0 0 460089 0 0 0 KATHLEEN GIBBONS LS HEAD DIRECTOR 199369 0 0 0 0 0 0 0 0 0 199369 0 0 0 ELIZABETH DAVIS HEAD OF MS 172162 0 0 0 0 0 0 0 0 0 172162 0 0 0 MARY ELLEN LAVIGNE DIRECTOR OF ADVANCEMENT 153478 0 0 0 0 0 0 0 0 0 153478 0 0 0 MISSION STREET COMMERCIAL CONDOMINIUM LLC (ABDUR & ANA CHOWDHURY) COMPANY OWNED BY BOARD MEMBER FUND SCHOOL OPERATIONS X 5820000 3720000 0 1 1 SPILLER STONER FAMILY TRUST TRUST OWNED BY BOARD MEMBER FUND SCHOOL OPERATIONS X 300000 300000 0 1 1 PERKINS FAMILY TRUST TRUST OWNED BY BOARD MEMBER FUND SCHOOL OPERATIONS X 500000 500000 0 1 1 JULIE SHUMAKER LIVING TRUST TRUST OWNED BY BOARD MEMBER FUND SCHOOL OPERATIONS X 100000 100000 0 1 1 LAUREN JOSH LIPPMAN BOARD MEMBER FUND SCHOOL OPERATIONS X 100000 100000 0 1 1 4720000 FORM 990, PART VI, SECTION A, LINE 8B THERE WERE NO SUBCOMMITTEES DURING THE SUBJECT TAX YEAR. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION RETAINED A PROFESSIONAL CPA FIRM TO PREPARE THE FORM 990, WHICH IS THEN REVIEWED BY STEPHEN WASSERMAN AS CHAIR, FINANCE COMMITTEE, JUILIE SHUMAKER AS CHAIR AUDIT & RISK AND SEAN HAMER AS HOS. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ARE REQUIRED TO REFRAIN FROM TRANSACTIONS THAT MAY POSE A CONFLICT WITH ALTA VISTA SCHOOL, AND MUST ANNUALLY SIGN AN AFFIDAVIT TO THAT EFFECT. FORM 990, PART VI, SECTION B, LINE 15 AFTER A REVIEW OF COMPARATIVE SALARIES IN REGIONAL EXEMPT ELEMENTARY SCHOOLS, THE BOARD SETS COMPENSATION FOR THE HEADMASTER. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, EXEMPTION APPLICATION AND FORM 990 ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART VIII: FORM 990, PART VIII HAS BEEN AMENDED FOR THE CORRECTION OF AN ERROR AFTER THE ISSUANCE OF THE FINAL AUDITED FINANCIAL STATEMENTS. LINE 3 - INVESTMENT INCOME HAS INCREASED $30,000. FORM 990, PART IX: FORM 990, PART IX HAS BEEN AMENDED FOR THE CORRECTION OF AN ERROR AFTER THE ISSUANCE OF THE FINAL AUDITED FINANCIAL STATEMENTS. LINE 20 - INTEREST EXPENSE HAS DECREASED $79,200. FORM 990, PART X: FORM 990, PART X HAS BEEN AMENDED FOR THE CORRECTION OF AN ERROR AFTER THE ISSUANCE OF THE FINAL AUDITED FINANCIAL STATEMENTS. THE FOLLOWING LINES ON PART X HAVE BEEN AMENDED TO CORRECT SUCH ERROR: 1. LINE 4 - ACCOUNTS RECEIVABLE - INCREASED $30,000 2. LINE 17 - ACCOUNTS PAYABLE - DECREASED $79,200 3. LINE 27 - NET ASSETS WITHOUT DONOR RESTRICTIONS - INCREASED $109,200 FORM 990, PART XII, LINE 2C: THERE HAS BEEN NO CHANGE IN THE MANNER IN WHICH THE ANNUAL AUDIT IS OVERSEEN BY THE AUDIT COMMITTEE.