2024-05-15T20:01:51-05:00 2023-06-30 461171913 S D MAYER & ASSOCIATES LLP 235 MONTGOMERY STREET 26TH FL SAN FRANCISCO CA 94104 990 2022-07-01 272889011 ALTA VISTA SCHOOL ALTA 4154374700 450 SOMERSET STREET SAN FRANCISCO CA 94134 SEAN HAMER HEAD OF SCHOOL 4154374700 2024-05-15 1 SEAN HAMER 999009999 0 STEPHEN D MAYER P00022797 4156914040 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SEAN HAMER 450 SOMERSET STREET SAN FRANCISCO CA 94134 14495410 0 X WWW.ALTAVISTASCHOOLSF.ORG X 2010 CA ALTA VISTA SCHOOL PROVIDES ELEMENTARY AND MIDDLE SCHOOL EDUCATION TO ENROLLED STUDENTS. 16 16 96 16 0 0 1646141 1594186 11838621 12742255 32859 113939 1541880 45030 15059501 14495410 989125 1191600 0 0 8377958 9046112 0 0 267977 3599149 3437214 12966232 13674926 2093269 820484 26174507 28940829 21955775 23901613 4218732 5039216 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 11757056 1191600 12742255 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 322 STUDENTS IN GRADES KINDERGARTEN THROUGH FIFTH GRADE AT THE LOWER SCHOOL AND SIXTH THROUGH EIGHTH GRADE AT THE UPPER SCHOOL. 11757056 1 1 0 0 0 0 0 0 0 0 1 0 0 1 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 30 0 96 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 450 SOMERSET STREET SAN FRANCISCO CA 94134 ELIZABETH DREW PRESIDENT 2.00 X X 0 0 0 STEPHEN PERKINS VICE PRESIDENT 2.00 X X 0 0 0 JOMA JONES SECRETARY 2.00 X X 0 0 0 PHILIP ZEYLIGER TREASURER 2.00 X X 0 0 0 JULIE SHUMAKER TRUSTEE 2.00 X 0 0 0 MARY SZCZEPANIK 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 TANIA SHAH 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 ANDREW BLACHMAN TRUSTEE 2.00 X 0 0 0 MICHELLE JOHNSON TRUSTEE 2.00 X 0 0 0 GARTH SPILLER TRUSTEE 2.00 X 0 0 0 KAREN WHITAKER TRUSTEE 2.00 X 0 0 0 SEAN HAMER HEAD OF SCHOOL 40.00 X 485876 0 0 KATHLEEN GIBBONS HEAD OF LOWER SCHOOL 40.00 X 206091 0 0 ELIZABETH DAVIS HEAD OF MIDDLE SCHOOL 40.00 X 174918 0 0 NOA MENDLEVITCH DIRECTOR OF ADVANCEMENT 40.00 X 167583 0 0 PNINA PRUZAN BUSINESS MANAGER 40.00 X 123430 0 0 MARY-ELLEN LAVIGNE DIRECTOR OF ADVANCEMENT 40.00 X 111442 0 0 CARLOS AGUAYO ATHLETICS DIR/MIDDLE SCHOOL PE TEACHER 40.00 X 110354 0 0 TONI SETTEDUCATO MS DEAN OF STUDENTS 40.00 X 104659 0 0 1484353 0 0 8 0 1 0 0 1594186 24882 1594186 TUITION 611110 12195257 12195257 BOOKENDS PROGRAM FEES 611710 509948 509948 BUS FEES 611710 19950 19950 APPLICATION FEES 611110 17100 17100 12742255 113939 113939 MISC INCOME 611110 45030 45030 45030 14495410 12742255 0 158969 1191600 1191600 1484353 1157392 326961 5996872 5451980 335301 209591 243792 215381 21581 6830 785239 693728 69512 21999 535856 473408 47436 15012 10802 10802 31774 31774 429744 187690 236102 5952 26665 26665 235144 207740 20816 6588 395886 382219 13667 61388 53520 7868 526674 526674 393777 393777 80847 80847 CLASSROOM MATERIALS 456625 456625 BOOKENDS SUPPLIES & MAT 184355 184355 GALA PURCHASES 117737 117737 PROFESSIONAL DEVELOPMEN 111286 111286 374510 63230 309275 2005 13674926 11757056 1649893 267977 2000 7798024 7970085 36407 36407 13620 106581 19699058 2466820 17256989 17232238 1000000 1000000 69467 2593518 26174507 28940829 1116314 989242 4920377 5048853 4720000 4720000 10600000 10600000 599084 2543518 21955775 23901613 X 4218732 5039216 4218732 5039216 26174507 28940829 820484 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6454408 6454408 11006445 1319098 9687347 1327216 393647 933569 383161 383161 0 527828 370914 156914 17232238 SECURITY DEPOSIT 50000 OPERATING LEASE ASSET 2543518 2593518 OPERATING LEASE LIABILITY 2543518 2543518 X 13303810 -1191600 -1191600 14495410 0 14495410 12483326 0 12483326 1191600 1191600 13674926 PART X, LINE 2: THE INTERNAL REVENUE SERVICE AND CALIFORNIA FRANCHISE TAX BOARD HAVE DETERMINED THAT THE SCHOOL IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND THE CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701(D). PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL ASSISTANCE RECLASSIFIED TO EXPENSES -1,191,600. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL ASSISTANCE RECLASSIFIED TO EXPENSES 1,191,600. 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 SCHOOL'S WEBSITE. ALTA VISTA SCHOOL ALSO PUBLISHED ITS NOTICE OF ITS NONDISCRIMINATORY POLICY IN A NEWSPAPER OF GENERAL CIRCULATION, THE SAN FRANCISCO EXAMINER, DURING THE 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 FINANCIAL AID 32 1191600 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 X 0 0 0 0 0 0 0 0 0 SEAN HAMER HEAD OF SCHOOL 485876 0 0 0 0 0 0 0 0 0 485876 0 0 0 KATHLEEN GIBBONS HEAD OF LOWER SCHOOL 206091 0 0 0 0 0 0 0 0 0 206091 0 0 0 ELIZABETH DAVIS HEAD OF MIDDLE SCHOOL 174918 0 0 0 0 0 0 0 0 0 174918 0 0 0 NOA MENDLEVITCH DIRECTOR OF ADVANCEMENT 167583 0 0 0 0 0 0 0 0 0 167583 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. THE FORM 990 WAS THEN REVIEWED BY THE FINANCE COMMITTEE CHAIR, AUDIT & RISK CHAIR, AND HEAD OF SCHOOL. 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 XII, LINE 2C: THERE HAS BEEN NO CHANGE IN THE MANNER IN WHICH THE ANNUAL AUDIT IS OVERSEEN BY THE AUDIT COMMITTEE.