2022-02-24T11:32:35-06:00 2021-06-30 946214841 ARMANINO LLP 12657 ALCOSTA BLVD STE 500 SAN RAMON CA 945834600 990 2020-07-01 951696720 FRANCIS PARKER SCHOOL FRAN 8585697900 6501 LINDA VISTA ROAD SAN DIEGO CA 92111 KATHARINE WARDLE ASSIST. HOS FOR FINANCE & OPS. 8585697900 2022-02-11 1 KATHARINE WARDLE 999009999 KATY BROWN P00650274 9257902600 2022-02-11 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z KEVIN YALEY 6501 LINDA VISTA ROAD SAN DIEGO CA 92111 62648754 0 X WWW.FRANCISPARKER.ORG X 1912 CA TO PROVIDE EDUCATIONAL SERVICES TO STUDENTS FROM JR. KINDERGARTEN THROUGH GRADE 12. 24 23 477 300 0 0 15912611 9992689 41481124 41256225 -546630 10705032 46167 6179 56893272 61960125 5998513 6557002 0 0 24040401 26165882 0 0 1172727 13437016 12603552 43475930 45326436 13417342 16633689 149430246 190453843 67294621 91684529 82135625 98769314 TO CREATE AND INSPIRE A DIVERSE COMMUNITY OF INDEPENDENT THINKERS WHOSE ACADEMIC EXCELLENCE, GLOBAL PERSPECTIVE, AND STRENGTH OF CHARACTER PREPARE THEM TO MAKE A MEANINGFUL DIFFERENCE IN THE WORLD. 0 0 38635174 6557002 41262404 FRANCIS PARKER SCHOOL IS COMMITTED TO GRADUATING STUDENTS WHO EMBODY THOSE QUALITIES ESSENTIAL FOR ACADEMIC SUCCESS AND PERSONAL FULFILLMENT - INTELLECTUAL CURIOSITY, CREATIVE THINKING, PASSION FOR LEARNING, ETHICAL RESPONSIBILITY, SELF-RELIANCE, COMMUNITY ENGAGEMENT, AND GLOBAL COMPETENCE - BY OFFERING A BALANCED, CHALLENGING AND INTEGRATED K-12 EDUCATIONAL PROGRAM IN ACADEMICS, ATHLETICS, AND THE ARTS, ALL CENTERED IN A VIBRANT AND DIVERSE SCHOOL ENVIRONMENT. 38635174 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 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 1 0 0 0 0 1 0 0 0 1 84 0 1 477 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 24 23 0 0 1 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X KATHARINE WARDLE 8585697900 6501 LINDA VISTA ROAD SAN DIEGO CA 92111 SUSAN LESTER TRUSTEE CHAIR (START 07/20) 1.00 X X 0 0 0 KRISTIE DIAMOND SECRETARY 1.00 X X 0 0 0 JEANNETTE ALDOUS TRUSTEE 1.00 X 0 0 0 WILLIAM BEAMER TRUSTEE 1.00 X 0 0 0 AYSE BENKER TRUSTEE 1.00 X 0 0 0 JING BOURGEOIS TRUSTEE (START 07/20) 1.00 X 0 0 0 GIL BRADY TRUSTEE (START 07/20) 1.00 X 0 0 0 CARIN CANALE-THEAKSTON TRUSTEE (START 07/20) 1.00 X 0 0 0 DIANA CASEY TRUSTEE 1.00 X 0 0 0 ANA CHAPMAN TRUSTEE (START 07/20) 1.00 X 0 0 0 RANDALL CLARK TRUSTEE 1.00 X 0 0 0 ESTELA DE LLANOS TRUSTEE 1.00 X 0 0 0 GRAEME GABRIEL TRUSTEE 1.00 X 0 0 0 ROBERT HOWARD TRUSTEE 1.00 X 0 0 0 TED KIM TRUSTEE 1.00 X 0 0 0 NOELLE LUDWIG TRUSTEE 1.00 X 0 0 0 SAMIR SINGH TRUSTEE 1.00 X 0 0 0 KATE DEELY SMITH TRUSTEE 1.00 X 0 0 0 MEGHAN SPIEKER TRUSTEE 1.00 X 0 0 0 TRACI STUART TRUSTEE 1.00 X 0 0 0 MARY TAYLOR TRUSTEE 1.00 X 0 0 0 SARAH WHITE TRUSTEE 1.00 X 0 0 0 CAROLINE WOHL TRUSTEE 1.00 X 0 0 0 KEVIN YALEY HEAD OF SCHOOL 40.00 X X 496318 0 98697 KATHARINE WARDLE HEAD OF FINANCE AND OPS. 40.00 X 216716 0 16332 SHARA E FREEMAN ASST. HOS FOR EXTERNAL RELATIONS 40.00 X 200600 0 23371 CARRIE DILMORE INTERIM HEAD OF UPPER SCHOOL 40.00 X 139302 0 19076 CATHY LEE DIRECTOR OF FINANCE 40.00 X 146959 0 18971 FRANCIS DANIEL LANG HEAD OF MIDDLE SCHOOL 40.00 X 167111 0 20657 ANTHONY THOMAS DIRECTOR OF ATHLETICS 40.00 X 171904 0 13449 1538910 0 210553 57 0 1 0 CULINART GROUP INC PO BOX 50196 LOS ANGELES CA 900740196 FOOD SERVICES 914199 GENSLER FILE 57109 LOS ANGELES CA 900747109 ARCHITECTURAL SERVICES 461723 ALLIED UNIVERSAL SECURITY SERVICES PO BOX 31001-2374 PASADENA CA 911102374 SECURITY SERVICES 314090 KNOWING TECHNOLOGIES LLC 1528 S EL CAMINO REAL STE 307 SAN MATEO CA 94402 TECHNOLOGY CONSULTING 307384 PROFESSIONAL MAINTENANCE SYSTEMS INC PO BOX 80038 SAN DIEGO CA 92138 JANITORIAL SERVICES 289183 20 1509278 5961628 2521783 25138 9992689 TUITION AND FEES 611710 40571585 40571585 STUDENT SUPPORT SVCS 611710 448543 448543 SUMMER SCHOOL 611710 235897 235897 ATHLETIC EVENTS 611710 200 200 41256225 670604 670604 10629152 10902 601389 4237 10027763 6665 10034428 10034428 83003 1509278 83003 0 OTHER REVENUE 900099 6179 6179 6179 61960125 41262404 0 10705032 6557002 6557002 720249 144050 431472 144727 20404094 16897662 2878671 627761 1020497 834285 152985 33227 2557246 2054826 407926 94494 1463796 1170290 238309 55197 197051 197051 60463 60463 45891 45891 179305 759 158823 19723 51231 13502 37729 26318 24711 1607 875702 837648 32016 6038 2722164 2660737 42089 19338 266017 188156 77861 1723370 1684481 26646 12243 3404118 3327301 52634 24183 291202 265254 25948 OTHER EXPENSES 1500663 1212053 279294 9316 INSTRUCTION 690563 690563 HOSPITALITY AND EVENTS 260477 109519 89762 61196 ATHLETICS 241131 241131 67886 67886 45326436 38635174 5518535 1172727 3780845 1415476 22045796 27699911 6097297 5809436 120875 53291 347797 417892 117997516 41730842 78065358 76266674 32653976 43338891 6318302 35452272 149430246 190453843 4096328 4121777 7437337 9718221 51093856 49599567 4667100 28244964 67294621 91684529 X 38015963 42963130 44119662 55806184 82135625 98769314 149430246 190453843 16633689 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 39458009 1200584 10684915 1123000 50220508 33124663 7910328 -574982 1002000 39458009 31482555 1485175 1073933 917000 33124663 27791808 2568742 1930005 808000 31482555 24108988 722951 3688869 729000 27791808 0.08229 0.59794 0.31977 0 0 540155 540155 107841976 35781797 72060179 5830011 4483819 1346192 3785374 1465226 2320148 76266674 SPLIT INTEREST AGREEMENTS 6780756 CASH SURRENDER VALUE OF LIFE INSURANCE 426552 CONTRACTUAL TUITION AND FEES RECEIVABLE 28244964 35452272 CONTRACTUAL UNEARNED TUITION AND FEES 28244964 28244964 X 55396458 0 55396458 6563667 6563667 61960125 38762769 0 38762769 6563667 6563667 45326436 PART V, LINE 4: THE SCHOOL MAKES APPROPRIATIONS FROM ITS ENDOWMENT IN ACCORDANCE WITH DONOR IMPOSED RESTRICTIONS. THE PURPOSES REQUIRED BY THE DONORS INCLUDE FINANCIAL ASSISTANCE, PROFESSIONAL DEVELOPMENT, CURRICULUM DEVELOPMENT, AND OTHER PROGRAM SUPPORT. PART X, LINE 2: THE SCHOOL IS A QUALIFIED NOT-FOR-PROFIT 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 HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF JUNE 30, 2021, THE SCHOOL DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP AND FINANCIAL ASSISTANCE 6,557,002. GAIN/LOSS ON DISPOSAL OF FIXED ASSETS (INCLUDED IN EXPENSES ON AUDIT) 6,665. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP AND FINANCIAL ASSISTANCE 6,557,002. GAIN/LOSS ON DISPOSAL OF FIXED ASSETS (INCLUDED IN EXPENSES ON AUDIT) 6,665. 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 SCHOOL PUBLICIZES ITS RACIAL AND OTHER NON-DISCRIMINATION POLICIES ON THE HOMEPAGE OF ITS WEBSITE, ITS ENROLLMENT SOLICITATION MATERIALS, AND ITS ENROLLMENT APPLICATIONS AND RELATED FORMS IN A MANNER SO THAT ITS POLICIES ARE KNOWN TO THE GENERAL COMMUNITY IT SERVES. GALA 1592281 1509278 83003 83003 1592281 1509278 83003 83003 83003 0 1 EDUCATIONAL SCHOLARSHIPS 322 6557002 FMV DIRECT CREDIT TO STUDENT TUITION ACCOUNT PART I, LINE 2: EDUCATIONAL SCHOLARSHIPS ARE APPLIED AGAINST TUITION AND OTHER RELATED CHARGES ON THE STUDENTS' ACCOUNTS. INDIVIDUAL ACCOUNTS AND THE STUDENT BILLING SYSTEM AS A WHOLE ARE RECONCILED ON A REGULAR BASIS. X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 KEVIN YALEY HEAD OF SCHOOL 473137 0 0 0 23181 0 21375 0 77322 0 595015 0 0 0 KATHARINE WARDLE HEAD OF FINANCE AND OPS. 215912 0 0 0 804 0 8010 0 8322 0 233048 0 0 0 SHARA E FREEMAN ASST. HOS FOR EXTERNAL RELATIONS 200422 0 0 0 178 0 15049 0 8322 0 223971 0 0 0 FRANCIS DANIEL LANG HEAD OF MIDDLE SCHOOL 164463 0 0 0 2648 0 12335 0 8322 0 187768 0 0 0 ANTHONY THOMAS DIRECTOR OF ATHLETICS 170089 0 0 0 1815 0 5127 0 8322 0 185353 0 0 0 CATHY LEE DIRECTOR OF FINANCE 141222 0 0 0 5737 0 10649 0 8322 0 165930 0 0 0 CARRIE DILMORE INTERIM HEAD OF UPPER SCHOOL 137662 0 0 0 1640 0 10754 0 8322 0 158378 0 0 0 PART I, LINE 1A THE HEAD OF SCHOOL RESIDES IN A SCHOOL-OWNED RESIDENCE AS A CONDITION OF EMPLOYMENT. THE APPROXIMATE VALUE IS $5,750/MONTH, FOR A TOTAL OF $69,000 FOR THE TAX YEAR. THIS AMOUNT IS INCLUDED IN NONTAXABLE BENEFITS FOR THE HEAD OF SCHOOL. A CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY 352273601 NONEAVAIL 2019-12-17 32132766 REFINANCE PRIOR OBLIGATIONS AND PROPERTY IMPROVEMENTS 0 0 0 B CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY 352273601 NONEAVAIL 2019-12-17 19825687 REFINANCE PRIOR OBLIGATIONS AND PROPERTY IMPROVEMENTS 0 0 0 A 1992492 32132766 32132766 2018 1 0 1 1 B 1096035 19825687 19825687 2018 1 0 1 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 A 0 1 0 0 1 0 0 0 0 B 0 1 0 0 1 0 0 0 0 A 0 B 0 X 1 25138 FMV 0 0 1 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS ABOVE REFERS TO THE NUMBER OF DONORS, NOT THE NUMBER OF ITEMS DONATED. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION MADE CHANGES TO ITS BYLAWS DURING THE FISCAL YEAR ENDING 06/30/2021, EFFECTIVE 06/29/2021. THE PURPOSE OF THE AMENDMENT TO THE BYLAWS WAS TO OMIT THE DEVELOPMENT REVIEW COMMITTEE AND THE COMMUNICATIONS COMMITTEE. BOTH COMMITTEES MOVED FROM STANDING COMMITTEES TO AD-HOC COMMITTEES AND ARE CALLED AS NEEDED. FORM 990, PART VI, SECTION A, LINE 7A NOMINATIONS FOR ELECTION TO THE BOARD OF TRUSTEES ARE MADE THROUGH THE SCHOOL'S BOARD GOVERNANCE COMMITTEE. ELECTIONS TO FILL VACANCIES ON THE BOARD OF TRUSTEES TAKE PLACE ANNUALLY AT THE ANNUAL MEMBERS' MEETING. ALL SCHOOL MEMBERS IN GOOD STANDING ARE ALLOWED TO VOTE FOR MEMBERS OF THE BOARD OF TRUSTEES. A GOOD STANDING SCHOOL MEMBER IS DEFINED AS ANY PARENT OR LEGAL GUARDIAN OF A CURRENTLY REGISTERED STUDENT IDENTIFIED AS SUCH ON THE SCHOOL'S ENROLLMENT AGREEMENT WHO IS NOT DELINQUENT IN PAYING TUITION AND OTHER FEES, AS WELL AS CURRENT MEMBERS OF THE BOARD OF TRUSTEES. THE CANDIDATES RECEIVING THE HIGHEST NUMBER OF VOTES ARE ELECTED UNTIL THE TOTAL NUMBER OF VACANCIES IS FILLED. FORM 990, PART VI, SECTION A, LINE 7B IN ACCORDANCE WITH THE SCHOOL'S BYLAWS, THE BOARD OF TRUSTEES HAS DELEGATED THE OVERSIGHT OF VARIOUS ITEMS TO THE AUDIT COMMITTEE. THESE ITEMS INCLUDE THE REVIEW AND APPROVAL OF AUDITED FINANCIALS STATEMENTS AND INFORMATION RETURNS. FOLLOWING THE AUDIT COMMITTEE'S APPROVAL, A COPY IS PROVIDED TO THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B THE INFORMATION RETURNS OF THE SCHOOL ARE PREPARED AND REVIEWED BY SCHOOL EMPLOYEES AND THE SCHOOL'S EXTERNAL AUDITORS. A DRAFT OF THE INFORMATION RETURNS IS THEN PROVIDED TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES FOR REVIEW. THE AUDIT COMMITTEE'S QUESTIONS AND COMMENTS ARE ADDRESSED AND INCORPORATED, AND THE AUDIT COMMITTEE APPROVES THE INFORMATION RETURNS. FOLLOWING THE AUDIT COMMITTEE'S APPROVAL, A COPY OF THE INFORMATION RETURNS IS PROVIDED TO THE TRUSTEES. THE INFORMATION RETURNS ARE THEN FILED. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, MEMBERS OF THE BOARD OF TRUSTEES ARE REQUIRED TO READ AND SIGN A CONFLICT OF INTEREST STATEMENT IN WHICH EACH MEMBER EXPRESSLY ACKNOWLEDGES AN OBLIGATION AND RESPONSIBILITY TO: (A) CARRY OUT THEIR DUTIES AND EXERCISE ANY AUTHORITY FOR THE SOLE BENEFIT OF THE SCHOOL; (B) AVOID ANY CIRCUMSTANCE IN WHICH THE MEMBERS PERSONAL INTERESTS CONFLICT WITH THE INTEREST OF THE SCHOOL; AND (C) NOTIFY THE BOARD OF TRUSTEES IN THE EVENT THE MEMBER HAS A POTENTIAL CONFLICT OF INTEREST OR HAS KNOWLEDGE OF ANOTHER PERSON HAVING A POTENTIAL CONFLICT OF INTEREST. TRUSTEES WITH A CONFLICT ARE PRECLUDED, BY POLICY, FROM PARTICIPATING OR VOTING ON THE CONFLICTED TOPIC. IN ORDER TO BE EMPLOYED BY THE SCHOOL, NEW EMPLOYEES ARE REQUIRED TO ACKNOWLEDGE IN WRITING THAT THEY HAVE READ AND UNDERSTAND THE POLICIES IN THE SCHOOL'S EMPLOYEE HANDBOOK. INCLUDED IN THE SCHOOL'S EMPLOYEE HANDBOOK IS A CONFLICT OF INTEREST POLICY, WHICH PROHIBITS EMPLOYEES FROM ENGAGING IN ACTIVITIES THAT DIRECTLY COMPETE WITH THE BUSINESS OR INTERESTS OF THE SCHOOL. IN ADDITION, THE SCHOOL'S EMPLOYEE HANDBOOK INCLUDES A WHISTLEBLOWER POLICY, WHICH OUTLINES THE SCHOOL'S PROCESS FOR REPORTING ANY SUSPECTED VIOLATIONS OF SCHOOL POLICY AND PROVIDES ASSURANCE THAT ANY EMPLOYEE WHO REPORTS A POTENTIAL VIOLATION WILL NOT BE SUBJECT TO RETALIATION. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE HEAD OF SCHOOL IS SET BY THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. THE COMPENSATION COMMITTEE CONSIDERS COMPENSATION REPORTS AND OTHER INFORMATION FROM NATIONAL, REGIONAL, AND LOCAL SURVEYS PREPARED BY INDEPENDENT PARTIES FOR COMPARABLE POSITIONS WHEN DETERMINING THE HEAD OF SCHOOL'S COMPENSATION. THE APPROVED COMPENSATION PLAN FOR THE HEAD OF SCHOOL IS DOCUMENTED IN AN EMPLOYMENT AGREEMENT WHICH IS APPROVED BY THE BOARD OF TRUSTEES. THE COMPENSATION COMMITTEE LAST REVIEWED THIS COMPENSATION PLAN IN FEBRUARY 2021. COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES IS SET BY THE HEAD OF SCHOOL WITH INPUT FROM THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. THE HEAD OF SCHOOL CONSIDERS COMPENSATION REPORTS AND OTHER INFORMATION FROM NATIONAL, REGIONAL, AND LOCAL COMPENSATION SURVEYS FOR COMPARABLE POSITIONS WHEN DETERMINING COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES. THE HEAD OF SCHOOL REVIEWS THIS INFORMATION WITH THE COMPENSATION COMMITTEE BEFORE FINALIZING THE COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES. THE COMPENSATION FOR ALL OFFICERS AND KEY EMPLOYEES IS DOCUMENTED IN EMPLOYMENT LETTERS. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. CHARITABLE REMAINDER TRUST (1) TRUST CA N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0