URBAN SCHOOL OF SAN FRANCISCO: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- URBAN SCHOOL OF SAN FRANCISCO (EIN 94-1622034)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-09
- IRS object ID
- 202441309349301414
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-09T10:35:45-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941254756 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOOD & STRONG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 SO MARKET ST STE 200 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95113 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941622034 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | URBAN SCHOOL OF SAN FRANCISCO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | URBA | BusinessNameControlTxt |
| Phone | 4156262919 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1563 PAGE STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94117 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DIANE WALTERS | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4156262919 | PhoneNum |
| Signature | 2024-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DIANE | PersonFirstNm |
| Person Last | WALTERS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MAGA E KISRIEV | PreparerPersonNm |
| PTIN | P01008919 | PTIN |
| Phone | 4089988400 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAN MILLER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1563 PAGE STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $74,064,952 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.URBANSCHOOL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1966 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THE SCHOOL PROVIDES COLLEGE PREPARATORY SECONDARY EDUCATION IN GRADES 9 THROUGH 12. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 219 | TotalEmployeeCnt |
| Total Volunteers | 355 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $11,428,206 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,167,752 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $23,596,544 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $24,755,703 | CYProgramServiceRevenueAmt |
| PY Investment Income | $867,464 | PYInvestmentIncomeAmt |
| CY Investment Income | $815,291 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$11,056 | PYOtherRevenueAmt |
| CY Other Revenue | -$28,707 | CYOtherRevenueAmt |
| PY Total Revenue | $35,881,158 | PYTotalRevenueAmt |
| CY Total Revenue | $30,710,039 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,675,132 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,936,644 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $13,584,199 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $14,025,074 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $3,795 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $3,321 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,436,910 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,858,422 | PYOtherExpensesAmt |
| CY Other Expenses | $8,410,203 | CYOtherExpensesAmt |
| PY Total Expenses | $28,121,548 | PYTotalExpensesAmt |
| CY Total Expenses | $27,375,242 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $7,759,610 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,334,797 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $93,528,085 | TotalAssetsBOYAmt |
| Total Assets EOY | $120,506,708 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $39,850,920 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $61,879,310 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $53,677,165 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $58,627,398 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE URBAN SCHOOL OF SAN FRANCISCO SEEKS TO IGNITE A PASSION FOR LEARNING, INSPIRING ITS STUDENTS TO BECOME SELF-MOTIVATED, ENTHUSIASTIC PARTICIPANTS IN THEIR EDUCATION - BOTH IN HIGH SCHOOL AND BEYOND. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $23,282,637 | ExpenseAmt |
| Grant | $4,936,644 | GrantAmt |
| Revenue | $24,774,780 | RevenueAmt |
| Desc | FOUNDED IN 1966, URBAN OFFERS A DEMANDING COLLEGE PREPARATORY PROGRAM IN THE ARTS, ENGLISH, HISTORY, LANGUAGES, SCIENCES AND MATHEMATICS. INCOMING STUDENTS ARE ISSUED STATE-OF-THE-ART LAPTOP COMPUTERS FOR SCHOOL AND HOME USE TO HELP FULLY INTEGRATE TECHNOLOGY INTO THE CURRICULUM. THE SCHOOL FIELDS INTERSCHOLASTIC TEAMS IN MANY SPORTS AND PROVIDES NUMEROUS EXTRACURRICULAR OPPORTUNITIES FOR STUDENT LEADERS, WRITERS AND PERFORMERS. THROUGH FIELDWORK, COMMUNITY SERVICE AND INTERNSHIPS, STUDENTS EXPLORE AND CONTRIBUTE TO OUR OWN HAIGHT-ASHBURY NEIGHBORHOOD, AS WELL AS TO THE LARGER COMMUNITY. URBAN HAS A FACULTY OF 55 FULL- AND PART-TIME TEACHERS AND 420 STUDENTS IN GRADES 9 THROUGH 12. THE TEACHER-STUDENT RATIO IS 1:10. THE URBAN SCHOOL OF SAN FRANCISCO IS ACCREDITED BY THE WESTERN ASSOCIATION OF SCHOOLS AND COLLEGES (WASC), AND IS A MEMBER OF THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS (NAIS), THE CALIFORNIA ASSOCIATION OF INDEPENDENT SCHOOLS (CAIS), THE COUNCIL FOR THE ADVANCEMENT AND SUPPORT OF EDUCATION (CASE), AND THE SECONDARY SCHOOL ADMISSION TEST BOARD. URBAN IS ALSO A MEMBER OF A BETTER CHANCE (ABC), THE BAY COUNTIES LEAGUE (BCL).THE URBAN SCHOOL OF SAN FRANCISCO ADMITS STUDENTS WITHOUT REFERENCE TO RACE, COLOR, SEX, RELIGION, SEXUAL ORIENTATION, NATIONAL OR ETHNIC ORIGIN TO ALL THE RIGHTS PRIVILEGES, PROGRAMS, AND ACTIVITIES GENERALLY ACCORDED OR MADE AVAILABLE TO STUDENTS AT THE SCHOOL. IT DOES NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, SEX, RELIGION, SEXUAL ORIENTATION, NATIONAL OR ETHNIC ORIGIN IN ADMINISTRATION OF ITS EDUCATIONAL POLICIES, FINANCIAL AID PROGRAM, ATHLETIC OR SCHOOL-ADMINISTERED PROGRAMS. | Desc |
| Total Program Service Expenses | $23,282,637 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 69 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 219 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIANE WALTERS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4156262919 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1563 PAGE STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941172017 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| SHANNON COGEN | ||||||||
| CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| RUTH CHANG HESS | ||||||||
| VICE CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ELENA YANG | ||||||||
| VICE CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MISHA OLIVAS | ||||||||
| VICE CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KEVIN YEAMAN | ||||||||
| SECRETARY | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JIM HANSEN | ||||||||
| TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| EVE NIQUETTE | ||||||||
| CHAIR EMERITA | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| YAMILEE BERMINGHAM | ||||||||
| BOARD OF TRUSTEES | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| PAOLO DIAZ | ||||||||
| BOARD OF TRUSTEES | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN HAYASHI | ||||||||
| BOARD OF TRUSTEES | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SEAN JEFFRIES | ||||||||
| BOARD OF TRUSTEES | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| IRENE LEE | ||||||||
| BOARF OF TRUSTEES | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIE MOSES | ||||||||
| BOARD OF TRUSTEES | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID NOYOLA | ||||||||
| BOARD OF TRUSTEES | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MEAGAN NYE | ||||||||
| BOARD OF TRUSTEES | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| REGAN PRITZKER | ||||||||
| BOARD OF TRUSTEES | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRIS RIDLEY | ||||||||
| BOARD OF TRUSTEES/PROFESSIONAL SERV. | 2.00 | Yes (X) | $25,540 | $0 | $0 | |||
| LAURA SANCHEZ | ||||||||
| BOARD OF TRUSTEES | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CARL SHANNON | ||||||||
| BOARD OF TRUSTEES | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CARLA SILVER | ||||||||
| BOARD OF TRUSTEES | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL SMITH | ||||||||
| BOARD OF TRUSTEES | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BETTINA STEFFEN | ||||||||
| BOARD OF TRUSTEES | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK WEHRLY | ||||||||
| BOARD OF TRUSTEES | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRIS WILKENS | ||||||||
| BOARD OF TRUSTEES | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DAN MILLER | ||||||||
| HEAD OF SCHOOL | 50.00 | Yes (X) | $524,456 | $0 | $122,375 | |||
| DIANE WALTERS | ||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $296,085 | $0 | $17,303 | |||
| KARI KIERNAN | ||||||||
| SECRETARY | 37.50 | Yes (X) | $109,403 | $0 | $18,380 | |||
| CHARLOTTE WORSLEY | ||||||||
| ASSISTANT HEAD FOR STUDENT LIFE | 40.00 | $214,410 | $0 | $31,309 | Yes (X) | |||
| GISELLE CHOW | ||||||||
| DEAN OF FACULTY | 40.00 | $176,700 | $0 | $22,240 | Yes (X) | |||
| ANNA LEE | ||||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | $204,731 | $0 | $38,282 | Yes (X) | |||
| JOE SKIFFER | ||||||||
| ATHLETIC DIRECTOR | 40.00 | $171,407 | $0 | $29,079 | Yes (X) | |||
| LAUREN GERSICK | ||||||||
| DIRECTOR OF COLLEGE COUNSELING | 40.00 | $161,903 | $0 | $20,496 | Yes (X) | |||
| RICCO V SIASOCO | ||||||||
| 11TH GRADE DEAN/ENGLISH TEACHER | 40.00 | $154,475 | $0 | $17,472 | Yes (X) | |||
| LAUREN BYRNE | ||||||||
| DIRECTOR OF ADMISSIONS | 40.00 | $152,365 | $0 | $8,998 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,191,475 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $325,934 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 51 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| STUDIO BONDY ARCHITECTURE | |||||
| 110 LINDEN STREET | OAKLAND | CA | 94607 | CONSTRUCTION SERVICES | $1,068,371 |
| HINES SERVICE INC | |||||
| 91 LOST LAKE LANE | CAMPBELL | CA | 95008 | FACILITY SUPPORT | $726,291 |
| FLIK INTERNATIONAL CORPORATION | |||||
| PO BOX 50196 | LOS ANGELES | CA | 900740196 | CAFETERIA SERVICES | $674,440 |
| CYO TRANSPORTATION SERVICES | |||||
| 990 EDDY STREET | SAN FRANCISCO | CA | 94109 | TRANSPORTATION SERVICES | $572,693 |
| BARBIER SECURITY GROUP | |||||
| 369-B THIRD STREET 440 | SAN RAFAEL | CA | 94901 | SECURITY SERVICES | $167,987 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $296,544 | FundraisingAmt |
| All Other Contributions | $4,871,208 | AllOtherContributionsAmt |
| Noncash Contributions | $402,787 | NoncashContributionsAmt |
| Total Contributions | $5,167,752 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611600 | $23,517,056 | $23,517,056 |
| CAFE REVENUE | 611600 | $500,411 | $500,411 |
| TRANSPORTATION | 611600 | $223,251 | $223,251 |
| TRIPS REVENUE | 611600 | $220,374 | $220,374 |
| ART CLASSES & WORKSHOP | 611600 | $40,288 | $40,288 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $254,323 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $254,323 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $24,755,703 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,024,614 | TotalRevenueColumnAmt |
| Exclusion | $1,024,614 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $81,768 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $68,921 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $12,847 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,847 | TotalRevenueColumnAmt |
| Exclusion | $12,847 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $42,938,508 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $43,147,831 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$209,323 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$209,323 | TotalRevenueColumnAmt |
| Exclusion | -$209,323 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $68,030 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $296,544 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $138,161 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$70,131 | TotalRevenueColumnAmt |
| Exclusion | -$70,131 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $9,500 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,500 | TotalRevenueColumnAmt |
| Exclusion | $9,500 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REIMB./REFUND/OTHER | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $19,077 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $19,077 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $19,077 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,710,039 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $24,774,780 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $767,507 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,936,644 | TotalAmt |
| Program Services | $4,936,644 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,469,800 | TotalAmt |
| Program Services | $641,106 | ProgramServicesAmt |
| Management And General | $620,156 | ManagementAndGeneralAmt |
| Fundraising | $208,538 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,234,410 | TotalAmt |
| Program Services | $8,433,830 | ProgramServicesAmt |
| Management And General | $832,646 | ManagementAndGeneralAmt |
| Fundraising | $967,934 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $518,173 | TotalAmt |
| Program Services | $448,470 | ProgramServicesAmt |
| Management And General | $53,771 | ManagementAndGeneralAmt |
| Fundraising | $15,932 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $988,940 | TotalAmt |
| Program Services | $867,762 | ProgramServicesAmt |
| Management And General | $93,480 | ManagementAndGeneralAmt |
| Fundraising | $27,698 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $813,751 | TotalAmt |
| Program Services | $721,426 | ProgramServicesAmt |
| Management And General | $71,222 | ManagementAndGeneralAmt |
| Fundraising | $21,103 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,113 | TotalAmt |
| Management And General | $36,113 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,050 | TotalAmt |
| Management And General | $56,050 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,321 | TotalAmt |
| Fundraising | $3,321 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $266,420 | TotalAmt |
| Program Services | $228,078 | ProgramServicesAmt |
| Management And General | $35,362 | ManagementAndGeneralAmt |
| Fundraising | $2,980 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,636 | TotalAmt |
| Program Services | $41,310 | ProgramServicesAmt |
| Management And General | $8,641 | ManagementAndGeneralAmt |
| Fundraising | $11,685 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,962,260 | TotalAmt |
| Program Services | $2,711,334 | ProgramServicesAmt |
| Management And General | $141,238 | ManagementAndGeneralAmt |
| Fundraising | $109,688 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,930 | TotalAmt |
| Program Services | $139,403 | ProgramServicesAmt |
| Management And General | $28,188 | ManagementAndGeneralAmt |
| Fundraising | $8,339 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,346,910 | TotalAmt |
| Program Services | $2,221,030 | ProgramServicesAmt |
| Management And General | $98,099 | ManagementAndGeneralAmt |
| Fundraising | $27,781 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,623 | TotalAmt |
| Program Services | $33,558 | ProgramServicesAmt |
| Management And General | $4,052 | ManagementAndGeneralAmt |
| Fundraising | $1,013 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,405 | TotalAmt |
| Program Services | $46,406 | ProgramServicesAmt |
| Management And General | $8,644 | ManagementAndGeneralAmt |
| Fundraising | $2,355 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $456,414 | TotalAmt |
| Management And General | $456,414 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,695,921 | TotalAmt |
| Program Services | $1,584,717 | ProgramServicesAmt |
| Management And General | $89,367 | ManagementAndGeneralAmt |
| Fundraising | $21,837 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $193,632 | TotalAmt |
| Program Services | $183,615 | ProgramServicesAmt |
| Management And General | $7,640 | ManagementAndGeneralAmt |
| Fundraising | $2,377 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROFESSIONAL MEMBERSHIP | $58,613 | $39,672 | $14,612 | $4,329 |
| BAD DEBT EXPENSE | $4,276 | $4,276 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,375,242 | TotalAmt |
| Program Services | $23,282,637 | ProgramServicesAmt |
| Management And General | $2,655,695 | ManagementAndGeneralAmt |
| Fundraising | $1,436,910 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,569,939 | BOYAmt |
| EOY | $1,203,586 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,131,650 | BOYAmt |
| EOY | $373,143 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,169,675 | BOYAmt |
| EOY | $1,025,384 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,312,216 | BOYAmt |
| EOY | $14,952,044 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $697,565 | BOYAmt |
| EOY | $804,468 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $65,797,907 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $23,178,302 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,152,821 | BOYAmt |
| EOY | $42,619,605 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,431,090 | BOYAmt |
| EOY | $37,364,816 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,129 | BOYAmt |
| EOY | $22,163,662 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,528,085 | BOYAmt |
| EOY | $120,506,708 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,724,915 | BOYAmt |
| EOY | $2,323,574 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,831,713 | BOYAmt |
| EOY | $20,317,813 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,294,292 | BOYAmt |
| EOY | $16,540,882 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $22,697,041 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,850,920 | BOYAmt |
| EOY | $61,879,310 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,728,936 | BOYAmt |
| EOY | $32,697,273 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,948,229 | BOYAmt |
| EOY | $25,930,125 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,677,165 | BOYAmt |
| EOY | $58,627,398 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,528,085 | BOYAmt |
| EOY | $120,506,708 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,334,797 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,615,436 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,921,201 | BeginningYearBalanceAmt |
| Contributions | $524,981 | ContributionsAmt |
| Investment Earnings Or Losses | $1,079,314 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,382,088 | OtherExpendituresAmt |
| End Year Balance | $13,143,408 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,599,113 | BeginningYearBalanceAmt |
| Contributions | $88,292 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,323,704 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $442,500 | OtherExpendituresAmt |
| End Year Balance | $13,921,201 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,622,360 | BeginningYearBalanceAmt |
| Contributions | $980,498 | ContributionsAmt |
| Investment Earnings Or Losses | $3,396,984 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $400,729 | OtherExpendituresAmt |
| End Year Balance | $16,599,113 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,854,456 | BeginningYearBalanceAmt |
| Contributions | $614,534 | ContributionsAmt |
| Investment Earnings Or Losses | $516,830 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $363,460 | OtherExpendituresAmt |
| End Year Balance | $12,622,360 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,444,916 | BeginningYearBalanceAmt |
| Contributions | $1,337,884 | ContributionsAmt |
| Investment Earnings Or Losses | $404,529 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $332,873 | OtherExpendituresAmt |
| End Year Balance | $11,854,456 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.65278 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.26227 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.08495 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $400,000 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $1,760,455 | OtherCostOrOtherBasisAmt |
| Book Value | $2,160,455 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $882,391 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $48,500,125 | OtherCostOrOtherBasisAmt |
| Depreciation | $18,719,334 | DepreciationAmt |
| Book Value | $30,663,182 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $945,875 | OtherCostOrOtherBasisAmt |
| Depreciation | $481,692 | DepreciationAmt |
| Book Value | $464,183 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $18,862 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $3,733,098 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,680,732 | DepreciationAmt |
| Book Value | $71,228 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $27,370 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $9,529,731 | OtherCostOrOtherBasisAmt |
| Depreciation | $296,544 | DepreciationAmt |
| Book Value | $9,260,557 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $42,619,605 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| EMPLOYEE ADVANCES | $1,388 |
| OTHER ASSETS | $23,158 |
| RIGHT-OF-USE LEASE ASSET | $22,139,116 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $22,163,662 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE LIABILITIES | Desc |
| Amt | $22,697,041 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $22,697,041 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $27,615,216 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,615,436 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$4,776,085 | OtherRevenueAmt |
| Revenue Not Reported | -$3,160,649 | RevenueNotReportedAmt |
| Revenue Subtotal | $30,775,865 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$65,826 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$65,826 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $30,710,039 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $22,664,983 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $65,826 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $65,826 | ExpensesNotReportedAmt |
| Expenses Subtotal | $22,599,157 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $4,776,085 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $4,776,085 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $27,375,242 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE SCHOOL'S ENDOWMENT WAS ESTABLISHED TO GENERATE GENERAL OPERATING SUPPORT TO THE ORGANIZATION. IT IS COMPOSED OF THE DONOR-RESTRICTED ENDOWMENT AND THE BOARD DESIGNATED ENDOWMENT. |
| PART X, LINE 2: | THE SCHOOL IS A TAX-EXEMPT ORGANIZATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND A SIMILAR PROVISION IN THE CALIFORNIA TAX CODE. THE SCHOOL EVALUATED ITS CURRENT TAX POSITIONS AND CONCLUDED THAT, AS OF JUNE 30, 2023, THE SCHOOL HAD MAINTAINED ITS TAX-EXEMPT STATUS AND TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | TUITION ASSISTANCE INCLUDED WITH REVENUE ON FINANCIAL STATEMENTS -4,776,085. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES RECLASSIFIED TO REVENUE -68,921. IN-KIND EXPENSES RECLASSIFIED TO EXPENSES 3,095. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES RECLASSIFIED TO REVENUE 68,921. IN-KIND EXPENSES RECLASSIFIED TO EXPENSES -3,095. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | TUITION ASSISTANCE INCLUDED WITH REVENUE ON FINANCIAL STATEMENTS 4,776,085. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE SCHOOL PUBLISHED ITS NONDISCRIMINATORY POLICY ON THE HOMEPAGE OF ITS WEBSITE. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE (INCLUDING ICELAND & GREENLAND) | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | PROGRAM SERVICES | TypeOfActivitiesConductedTxt |
| Specific Services Provided | FOREIGN LANGUAGE TRIPS | SpecificServicesProvidedTxt |
| Region Total Expenditures | $10,451 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $10,451 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $10,451 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | URBAN'S NIGHT OUT! | Event1Nm |
| Gross Receipts Event1 | $364,574 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $296,544 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $68,030 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $27,463 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $47,001 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,750 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $61,947 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $364,574 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $296,544 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $68,030 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $27,463 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $47,001 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,750 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $61,947 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $138,161 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$70,131 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | AID FOR TUITION AND EXTRACURRICULAR ACTIVITIES | GrantTypeTxt |
| Recipient | 124 | RecipientCnt |
| Cash Grant | $4,936,644 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | URBAN SCHOOL SUBSCRIBES TO NAIS SCHOOL AND STUDENT SERVICES (SSS), FOR FINANCIAL AID SERVICES. AFTER FAMILIES SUBMIT DETAILED FINANCIAL INFORMATION, SSS ANALYZES THE DATA AND RECOMMENDS AN AMOUNT THAT EACH FAMILY CAN EXPECT TO PAY FOR EDUCATIONAL EXPENSES. URBAN'S FINANCIAL AID COMMITTEE, WHICH IS NOT A BOARD COMMITTEE, USES THIS FIGURE AS THE STARTING POINT FOR ITS FINANCIAL AWARD CALCULATIONS. FAMILIES MUST ALSO SUBMIT 2 YEARS OF THEIR MOST RECENT FEDERAL TAX FORM 1040. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAN MILLER | ||||||||||||||
| HEAD OF SCHOOL | $524,456 | $0 | $0 | $0 | $0 | $0 | $14,615 | $0 | $107,760 | $0 | $646,831 | $0 | $0 | $0 |
| DIANE WALTERS | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $296,085 | $0 | $0 | $0 | $0 | $0 | $17,013 | $0 | $290 | $0 | $313,388 | $0 | $0 | $0 |
| CHARLOTTE WORSLEY | ||||||||||||||
| ASSISTANT HEAD FOR STUDENT LIFE | $214,410 | $0 | $0 | $0 | $0 | $0 | $14,623 | $0 | $16,686 | $0 | $245,719 | $0 | $0 | $0 |
| ANNA LEE | ||||||||||||||
| DIRECTOR OF DEVELOPMENT | $204,731 | $0 | $0 | $0 | $0 | $0 | $14,382 | $0 | $23,900 | $0 | $243,013 | $0 | $0 | $0 |
| JOE SKIFFER | ||||||||||||||
| ATHLETIC DIRECTOR | $171,407 | $0 | $0 | $0 | $0 | $0 | $11,445 | $0 | $17,634 | $0 | $200,486 | $0 | $0 | $0 |
| GISELLE CHOW | ||||||||||||||
| DEAN OF FACULTY | $176,700 | $0 | $0 | $0 | $0 | $0 | $8,710 | $0 | $13,530 | $0 | $198,940 | $0 | $0 | $0 |
| LAUREN GERSICK | ||||||||||||||
| DIRECTOR OF COLLEGE COUNSELING | $161,903 | $0 | $0 | $0 | $0 | $0 | $9,623 | $0 | $10,873 | $0 | $182,399 | $0 | $0 | $0 |
| RICCO V SIASOCO | ||||||||||||||
| 11TH GRADE DEAN/ENGLISH TEACHER | $154,475 | $0 | $0 | $0 | $0 | $0 | $6,600 | $0 | $10,872 | $0 | $171,947 | $0 | $0 | $0 |
| LAUREN BYRNE | ||||||||||||||
| DIRECTOR OF ADMISSIONS | $152,365 | $0 | $0 | $0 | $0 | $0 | $8,755 | $0 | $243 | $0 | $161,363 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | DAN MILLER, HEAD OF SCHOOL, RECEIVED HOUSING ALLOWANCE. THE AMOUNT WAS NOT INCLUDED IN HIS W-2 WAGES. AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF THE SCHOOL, THE HEAD OF SCHOOL IS REQUIRED TO LIVE IN ON-CAMPUS HOUSING. THIS REQUIREMENT ALLOWS THE HEAD TO 1) BE AVAILABLE TO PERFORM IN AN OFFICIAL CAPACITY DURING AFTER SCHOOL AND WEEKEND EVENTS AS NEEDED; 2) HOST SCHOOL EVENTS AND FUNCTIONS SUCH AS, BUT NOT LIMITED TO, PARENT, FUNDRAISING, OR ADMISSION EVENTS PLUS PROFESSIONAL MEETINGS AND GATHERINGS; 3) HOST VISITORS AS DESIGNATED BY THE SCHOOL; AND 4) OTHERWISE PROVIDE FOR THE CONVENIENT AND EFFICIENT PERFORMANCE OF RESPONSIBILITIES OF THE POSITION SUBJECT TO THE SCHOOL'S RULES, REGULATIONS, AND DIRECTION. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY | |||||||
| A | 352273601 | 2015-06-19 | $7,200,000 | SEE PART VI FOR DESCRIPTION OF PURPOSE | 0 | 0 | 0 |
| CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY | |||||||
| B | 352273601 | 2016-06-30 | $12,800,000 | SEE PART VI FOR DESCRIPTION OF PURPOSE | 0 | 0 | 0 |
| CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY | |||||||
| C | 352273601 | 2022-10-07 | $10,000,000 | SEE PART VI FOR DESCRIPTION OF PURPOSE | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|
| A | $7,200,000 | $7,200,000 | 2015 | Yes (1) | 0 | Yes (1) | Yes (1) |
| B | $12,800,000 | $12,800,000 | 2016 | 0 | 0 | Yes (1) | Yes (1) |
| C | $50,001 | $50,001 | 2022 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | 0 |
| C | 0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE K, PART I, COLUMN (F): | (I) REFINANCE THE SCHOOL'S OBLIGATIONS (THE PRIOR LOAN) UNDER TAX EXEMPT BONDS ISSUED BY THE CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY. (II) FINANCE THE NORTH CAMPUS EXPANSION AND CAPITAL UPGRADES TO THE EXISTING CAMPUS. (III) FINANCE THE CONSTRUCTION OF THE PERFORMING ARTS AND COMMUNITY CENTER. |
| SCHEDULE K, PART II, LINE 3, COLUMN (C): | ON OCTOBER 7, 2022, THE SCHOOL ENTERED INTO A LOAN AGREEMENT FOR A TAX-EXEMPT LOAN UP TO $10,000,000. AS OF JUNE 30, 2023, THE OUTSTANDING BALANCE OF THE BORROWING AMOUNTED TO $50,001. |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (2 entries)
| Cash GrantCashGrantAmt | Type Of AssistanceTypeOfAssistanceTxt | Assistance PurposeAssistancePurposeTxt |
|---|---|---|
| $52,830 | FIN AWARD | TUITION |
| $94,678 | FIN AWARD | TUITION |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $1,910 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $505 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 19 | ContributionCnt |
| Noncash Contributions Rpt F990 | $357,291 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (8 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | TICKETS, GIFT CERTIFICATES, MEMBERSHIPS | 42 | $22,034 | FAIR MARKET VALUE |
| Yes (X) | VACATION PACKAGES | 3 | $7,303 | FAIR MARKET VALUE |
| Yes (X) | FOOD AND BEVERAGES | 29 | $7,270 | FAIR MARKET VALUE |
| Yes (X) | FURNITURE | 2 | $2,800 | FAIR MARKET VALUE |
| Yes (X) | PRINTS | 5 | $1,200 | FAIR MARKET VALUE |
| Yes (X) | MUSICAL INSTRUMENTS | 1 | $1,200 | FAIR MARKET VALUE |
| Yes (X) | ELECTRONICS | 2 | $1,174 | FAIR MARKET VALUE |
| Yes (X) | JEWELRY | 1 | $100 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THIS COLUMN REPRESENTS THE NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | HOOD & STRONG FORWARDED THE FORM 990 TO THE CFO AND THE CONTROLLER. THE CFO FORWARDED THE FORM 990 TO THE HEAD OF SCHOOL AND THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES FOR THEIR REVIEW PRIOR TO FILING THE FORM 990. A COPY OF THE FORM 990 EXCLUDING SCHEDULE B WAS PROVIDED TO THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES FOR REVIEW. GIVEN THE CONFIDENTIAL NATURE OF BOTH THE AMOUNT OF GIFTS TO THE SCHOOL, AS WELL AS IN SOME CASES THE NAMES OF DONORS, THE SCHOOL BELIEVES THAT TO MAKE THIS INFORMATION AVAILABLE TO PERSONS OTHER THAN THOSE ORIGINALLY CONTEMPLATED BY THE DONOR WOULD CONSTITUTE A BREACH OF TRUST. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE SCHOOL REQUIRES ALL TRUSTEES AND OFFICERS TO ANNUALLY REVIEW THE CONFLICT OF INTEREST POLICY, AND TO COMPLETE AND SIGN A CONFIDENTIAL CONFLICT OF INTEREST STATEMENT AND RETURN IT TO THE HEAD'S OFFICE. THE HEAD ANNUALLY MAKES A REPORT TO THE EXECUTIVE COMMITTEE BASED ON THE DISCLOSURE FORMS SUBMITTED. TRUSTEES SHOULD AMEND THEIR STATEMENT IF CIRCUMSTANCES ARISE DURING THE YEAR. THE CFO FOLLOWS UP WITH THE BOARD SECRETARY DURING THE YEAR, TO ENSURE FORMS ARE RETURNED IN A TIMELY MANNER AND NO CONFLICTS EXIST. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD'S EXECUTIVE COMMITTEE ANNUALLY REVIEWS AND DISCUSSES COMPENSATION AND BENEFITS FOR THE HEAD OF SCHOOL AND CFO. OUTSIDE CONSULTANTS ARE HIRED WHEN NECESSARY TO ASSESS COMPENSATION OF SIMILAR POSITIONS. ANNUALLY, THE COMMITTEE REVIEWS COMPENSATION SURVEYS COMPILED BY LOCAL AND NATIONAL INDEPENDENT SCHOOL ORGANIZATIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | NO DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE 1565 BLUES LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1563 PAGE STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941622034 | EIN |
| Primary Activities | ACQUIRING, OWNING, OPERATING AND HOLDING REAL PROPERTY AT 1565 PAGE ST. | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Total Income | $81,768 | TotalIncomeAmt |
| End Of Year Assets | $1,060,192 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | URBAN SCHOOL OF SAN FRANCISCO | BusinessNameLine1Txt |