2022-05-16T17:31:24-05:00 2021-06-30 946214841 ARMANINO LLP 12657 ALCOSTA BLVD STE 500 SAN RAMON CA 945834600 990 2020-07-01 237313754 SAN FRANCISCO UNIVERSITY HIGH SCHOOL SANF 4154473100 3065 JACKSON STREET SAN FRANCISCO CA 94115 MICHAEL NOVAK CFO/COO 4154473100 2022-05-16 1 MICHAEL NOVAK 999009999 KATY BROWN P00650274 9257902600 2022-05-16 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z JULIA R EELLS 3065 JACKSON STREET SAN FRANCISCO CA 94115 40031495 0 X WWW.SFUHS.ORG X 1973 CA SAN FRANCISCO UNIVERSITY HIGH SCHOOL WELCOMES STUDENTS (CONTINUED ON SCHEDULE O)OF DEMONSTRATED MOTIVATION AND ABILITY TO ENGAGE IN AN EDUCATION THAT FOSTERS RESPONSIBILITY AND THE SPIRITED PURSUIT OF KNOWLEDGE. WE ARE A SCHOOL WHERE ADULTS BELIEVE IN THE PROMISE OF EVERY STUDENT, AND TOGETHER WE WORK TO BUILD AND SUSTAIN A COMMUNITY OF DIVERSE BACKGROUNDS, PERSPECTIVES, AND TALENTS. UHS CHALLENGES EACH INDIVIDUAL TO LIVE A LIFE OF INTEGRITY, INQUIRY, AND PURPOSE LARGER THAN THE SELF. 30 29 191 525 247052 0 8681624 9952387 20986991 23001383 563272 831058 106617 -87081 30338504 33697747 3375555 3553068 0 0 15524959 15457895 0 0 1521464 9284783 7329296 28185297 26340259 2153207 7357488 92312809 108568806 34416029 35059046 57896780 73509760 X SAN FRANCISCO UNIVERSITY HIGH SCHOOL IS AN INDEPENDENT SECONDARY SCHOOL SERVING APPROXIMATELY 410 STUDENTS ANNUALLY. THE SCHOOL OFFERS A RIGOROUS COLLEGE PREPARATORY CURRICULUM TO A DIVERSE CO-ED STUDENT BODY. (CONTINUE ON SCHEDULE O)APPROXIMATELY 100 STUDENTS MATRICULATE TO A BROAD RANGE OF COLLEGES AND UNIVERSITIES EACH YEAR. 0 0 21346011 3553068 22754331 SAN FRANCISCO UNIVERSITY HIGH SCHOOL IS A FULLY INDEPENDENT ORGANIZATION FORMED FOR THE PURPOSE OF PROVIDING A RIGOROUS COLLEGE PREPARATORY HIGH SCHOOL EDUCATION TO AN ETHNICALLY, CULTURALLY, AND ECONOMICALLY DIVERSE STUDENT BODY. ALL THE ACTIVITIES AT THE SCHOOL SUPPORT ITS SOLE EDUCATIONAL MISSION.THE HIGH SCHOOL PROGRAM SERVES APPROXIMATELY 410 STUDENTS ANNUALLY. THE SCHOOL OFFERS A BROAD, DEEP AND RICH CURRICULUM IN ENGLISH, HISTORY, LANGUAGES, MATH, SCIENCE AND THE ARTS; INCLUDING NEARLY 30 ADVANCED PLACEMENT AND/OR HONORS LEVEL COURSES. THE PERFORMING ARTS CURRICULUM INCLUDES VOCAL, INSTRUMENTAL AND THEATRICAL COURSES. (CONTINUE ON SCHEDULE O) THE STUDIO ARTS CURRICULUM INCLUDES COURSES IN DRAWING, PAINTING, PHOTOGRAPHY AND CERAMICS. THE SCHOOL ALSO SPONSORS A WIDE RANGE OF INTERSCHOLASTIC ATHLETIC TEAMS FOR GIRLS AND BOYS IN THIRTEEN SPORTS. ALL STUDENTS ALSO PARTICIPATE IN A COMMUNITY SERVICE LEARNING PROGRAM THAT SPANS ALL FOUR YEARS OF THE HIGH SCHOOL EXPERIENCE. APPROXIMATELY 100 STUDENTS GRADUATE EACH YEAR WITH 100% GOING ON TO HIGHER EDUCATION.EMBEDDED WITHIN THE SCHOOL'S EDUCATION MISSION AND PROGRAM IS SUMMERBRIDGE SAN FRANCISCO, A TUITION FREE ACADEMIC ENRICHMENT AND ADVOCACY PROGRAM SERVING APPROXIMATELY 120 MOTIVATED BUT UNDERSERVED MIDDLE SCHOOL STUDENTS FROM INNER-CITY PUBLIC AND PAROCHIAL SCHOOLS. THE PROGRAM INCLUDES A SIX WEEK LONG SUMMER ACADEMIC PROGRAM, AND TUTORING, ACADEMIC SUPPORT, AND ENRICHMENT PROGRAMS DURING THE REGULAR SCHOOL YEAR. DURING THE SUMMER, STUDENTS TAKE CLASSES IN MATH, WRITING, SOCIAL STUDIES, LANGUAGES, SCIENCE, PUBLIC SPEAKING, HEALTH AND ENVIRONMENTAL EDUCATION, AS WELL AS ELECTIVES IN ARTS AND ATHLETICS. THE SCHOOL YEAR PROGRAM FEATURES ENRICHMENT COURSES IN MATH AND ENGLISH, AFTER SCHOOL TUTORING, HIGH SCHOOL COUNSELING AND SECONDARY SCHOOL ADMISSION TEST (SSAT) PREPARATION. APPROXIMATELY 95% OF SUMMERBRIDGE STUDENTS SUBSEQUENTLY ENROLL IN ACADEMICALLY RIGOROUS COLLEGE PREPARATORY HIGH SCHOOLS (UNIVERSITY HIGH SCHOOL AND OTHERS) AND ABOUT 90% GO ON TO FOUR YEAR COLLEGES. 21346011 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 1 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 1 0 0 0 0 1 52 0 1 191 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 30 29 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X MICHAEL NOVAK 4154473100 3065 JACKSON STREET SAN FRANCISCO CA 94115 JULIA EELLS HEAD OF SCHOOL 50.00 X X 637971 0 111791 NASIF ISKANDER ASST HEAD OF SCHOOL 50.00 X 227935 0 50480 SHAUNDRA BASON DIR OF DEVELOPMENT 50.00 X 227306 0 41039 ALBERT BOYLE DIR OF TECHNOLOGY 50.00 X 185794 0 32666 BYRON PHILHOUR DEAN OF TEACHING AND LEARNING 50.00 X 160412 0 32708 NATE LUNDY DIRECTOR OF ADMISSIONS 50.00 X 161218 0 28799 MICHAEL NOVAK CFOO 50.00 X 157023 0 25857 JENNIFER SCHNEIDER DIRECTOR OF COLLEGE COUNSELING 50.00 X 146765 0 30176 JIM NAGLE FORMER INTERIM CFOO (LEFT 5/2020) 50.00 X 129000 0 0 SHARON YOUNG ASSISTANT TO HOS/SECRETARY 50.00 X 97513 0 25100 KATIE ALBRIGHT CHAIR 3.00 X X 0 0 0 LAURA SPIVY VICE-CHAIR 3.00 X X 0 0 0 KAY YUN TREASURER 3.00 X X 0 0 0 RAJ ATLURU TRUSTEE 3.00 X 0 0 0 LILY BEISCHER TRUSTEE 3.00 X 0 0 0 HEIDI CASTELEIN TRUSTEE 3.00 X 0 0 0 LEONARD CHUNG TRUSTEE 3.00 X 0 0 0 PAUL COOPER TRUSTEE 3.00 X 0 0 0 JILL COWAN TRUSTEE 3.00 X 0 0 0 DENNIS HERRERA TRUSTEE 3.00 X 0 0 0 SUE DECKER TRUSTEE 3.00 X 0 0 0 ROCKY FRIED TRUSTEE 3.00 X 0 0 0 LOUISE GREENSPAN TRUSTEE 3.00 X 0 0 0 HOLLY HAGENS TRUSTEE 3.00 X 0 0 0 KAREN HALL TRUSTEE 3.00 X 0 0 0 SEAN HAMER TRUSTEE 3.00 X 0 0 0 DENNIS HERRERA TRUSTEE 3.00 X 0 0 0 MATT HOBART TRUSTEE 3.00 X 0 0 0 JEFF HORD TRUSTEE 3.00 X 0 0 0 MICHAEL HOUSE TRUSTEE 3.00 X 0 0 0 SHERIEF MELEIS TRUSTEE 3.00 X 0 0 0 ANDY NAKAHATA TRUSTEE 3.00 X 0 0 0 CHRIS NOONEY TRUSTEE 3.00 X 0 0 0 RAJ PATEL TRUSTEE 3.00 X 0 0 0 ANNE PEDRERO TRUSTEE 3.00 X 0 0 0 MARY READ TRUSTEE 3.00 X 0 0 0 JULAYNE VIRGIL TRUSTEE 3.00 X 0 0 0 PAUL WYTHES TRUSTEE 3.00 X 0 0 0 CANDACE YU TRUSTEE 3.00 X 0 0 0 2130937 0 378616 53 1 1 0 TRUEBECK CONSTRUCTION 951 MARINERS ISLAND BLVD 700 SAN MATEO CA 94404 BUILDING REPAIRS, RENOVATIONS, ET AL., 1351702 SODEXO INC P O BOX 360170 PITTSBURGH PA 15251 SCHOOL FACILITY MAINTENANCE 1026115 SIDLEY AUSTIN P O BOX 0642 CHICAGO IL 60690 LEGAL SERVICES 739539 ARMANINO LLP P O BOX 398285 SAN FRANCISCO CA 94139 ACCOUNTING SERVICES 244507 FOLGER LEVIN LLP 199 FREMONT ST 20TH FLOOR SAN FRANCISCO CA 94105 LEGAL SERVICES 237685 7 332375 9620012 570807 9952387 TUITION AND FEES 611710 22516927 22516927 OTHER PROGRAM SERVICES 611710 484456 237404 247052 23001383 823308 823308 644174 453013 191161 191161 191161 5367573 5359823 7750 7750 7750 242670 332375 520912 -278242 -278242 33697747 22754331 247052 743977 3553068 3553068 1203396 540497 662899 11160158 9339588 963794 856776 834852 683102 83333 68417 1465055 1149947 203538 111570 794434 626431 108100 59903 78175 78175 244040 204017 36948 3075 58765 58765 288621 88941 199680 90143 45188 2790 42165 523947 305994 11400 206553 16811 16811 2245670 1875102 321835 48733 50449 43587 6335 527 27207 14085 12767 355 353936 271856 77983 4097 2063695 1725249 312443 26003 PANDEMIC RELATED EXPENS 241639 241639 STUDENT ACTIVITIES 240864 240864 BAD DEBT 222017 212725 8578 714 PROFESSIONAL DEVELOPMEN 175951 85164 1122 89665 407366 323795 80660 2911 26340259 21346011 3472784 1521464 2927950 4919674 10108228 15274388 5599365 7675283 9244488 9087721 503726 258359 66821440 30447064 35634200 36374376 28004078 34979005 290774 92312809 108568806 3212394 3147089 19281713 19990770 11921922 11921187 34416029 35059046 X 22908602 25222357 34988178 48287403 57896780 73509760 92312809 108568806 7357488 8255492 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 29044149 1584731 8934626 1419999 38143507 29425451 1148732 19966 1550000 29044149 29539545 573393 812513 1500000 29425451 28868796 978630 1367119 1675000 29539545 26904790 565044 2673962 1275000 28868796 0.11806 0.62307 0.25887 0 0 5828866 5828866 45918379 26604659 19313720 10087694 1402069 8685625 3265339 2440336 825003 1721162 1721162 36374376 X 38696947 8255492 355554 8611046 30085901 58778 3553068 3611846 33697747 23083967 355554 355554 22728413 58778 3553068 3611846 26340259 PART V, LINE 4: 100% OF THE SCHOOL'S ENDOWMENT FUNDS ARE COMMITTED TO THE SUPPORT OF THE OVERALL EDUCATIONAL MISSION OF THE SCHOOL. SOME FUNDS HAVE A SECONDARY RESTRICTION OR PURPOSE DESIGNATION, SUCH AS FINANCIAL AID, FACULTY SUPPORT, THE SUMMERBRIDGE PROGRAM, ETC., BUT ALL SUCH FUNDS ARE IN FURTHERANCE OF THE SCHOOL'S EDUCATION PROGRAMS. PART X, LINE 2: THE SCHOOL IS A QUALIFIED 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 AND 2020, THE SCHOOL DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. PART XI, LINE 2D - OTHER ADJUSTMENTS: LOSS ON UNCOLLECTIBLE PROMISES -165,358. SPECIAL EVENT EXPENSES 520,912. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID EXPENSE 3,553,068. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 520,912. LOSS ON UNCOLLECTIBLE PROMISES -165,358. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID EXPENSE 3,553,068. 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 PUBLISHES ITS NONDISCRIMINATORY POLICY PROMINENTLY ON THE LANDING PAGE OF THE SCHOOL'S WEBSITE. DECORATOR SHOWCASE 575045 332375 242670 520912 575045 332375 242670 520912 520912 -278242 1 FINANCIAL AID 93 0 3553068 FMV DIRECT CREDIT TO STUDENT ACCOUNT PART I, LINE 2: ALL FINANCIAL AID GRANTS ARE IN THE FORM OF DISCOUNTS FOR TUITION, BOOKS, AND OTHER FEES ASSOCIATED WITH BEING A STUDENT AT THE SCHOOL. THE SCHOOL MONITORS THE PERFORMANCE OF THE AID RECIPIENTS AND REASSESSES THE FAMILIES' ELIGIBILITY FOR AID ON AN ANNUAL BASIS. THERE ARE NO CASH GRANTS TO STUDENTS, PARENTS, GUARDIANS, OR ANY OUTSIDE ORGANIZATIONS. X X 1 1 X X X X 0 1 0 0 0 0 0 0 0 JULIA EELLS HEAD OF SCHOOL 437202 0 0 0 200769 0 22800 0 88991 0 749762 0 200769 0 NASIF ISKANDER ASST HEAD OF SCHOOL 227935 0 0 0 0 0 19178 0 31302 0 278415 0 0 0 SHAUNDRA BASON DIR OF DEVELOPMENT 227306 0 0 0 0 0 18685 0 22354 0 268345 0 0 0 ALBERT BOYLE DIR OF TECHNOLOGY 185794 0 0 0 0 0 15012 0 17654 0 218460 0 0 0 BYRON PHILHOUR DEAN OF TEACHING AND LEARNING 160412 0 0 0 0 0 13662 0 19046 0 193120 0 0 0 NATE LUNDY DIRECTOR OF ADMISSIONS 161218 0 0 0 0 0 13069 0 15730 0 190017 0 0 0 MICHAEL NOVAK CFOO 157023 0 0 0 0 0 12369 0 13488 0 182880 0 0 0 JENNIFER SCHNEIDER DIRECTOR OF COLLEGE COUNSELING 146765 0 0 0 0 0 13526 0 16650 0 176941 0 0 0 JIM NAGLE FORMER INTERIM CFOO (LEFT 5/2020) 129000 0 0 0 0 0 0 0 0 0 129000 0 0 0 PART I, LINE 1A AS A CONDITION OF EMPLOYMENT, THE SCHOOL REQUIRES THE HEAD OF SCHOOL TO LIVE IN CAMPUS HOUSING TO ALLOW RAPID RESPONSE TO EMERGENCIES, FACILITATE ATTENDANCE AT FREQUENT AFTER HOURS EVENTS AND PROGRAMS, HOST EVENING PARENT RECEPTIONS, FUNDRAISING EVENTS AND PROFESSIONAL MEETINGS/GATHERINGS, AND OTHERWISE PROVIDE FOR THE CONVENIENT AND EFFICIENT PERFORMANCE OF THE RESPONSIBILITIES OF THE POSITION. THE APPROXIMATE ANNUAL VALUE OF THE HOUSING PROVIDED IS $72,000, AND IS INCLUDED IN THE AMOUNT SHOWN IN SCHEDULE J, PART II, COLUMN D. PART I, LINE 4B THE 457(F) PLAN FOR JULIA EELLS, HEAD OF SCHOOL, HAD A VESTING EVENT DURING CALENDAR YEAR 2020, IN THE AMOUNT OF $200,769. THIS AMOUNT IS SHOWN IN PART II, COLUMN (B)(III) AND COLUMN F. A CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY 322273601 NONEAVAIL 2020-05-20 19000000 SERIES A & B: TO REFINANCE OUTSTANDING BONDS AND NOTE PAYABLE OBLIGATIONS. 0 0 0 A 10320 12354000 245049 12094951 2007 1 0 0 1 A 0 0 1 0 0 0 0 1 A 0 1 0 0 1 0 0 0 1 A 0 X 23 570807 FMV 0 0 1 0 PART I, COLUMN (B): THIS NUMBER REPRESENTS THE NUMBER OF CONTRIBUTIONS MADE AND NOT THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 AND THE RELATED CALIFORNIA 199 ARE REVIEWED BY THE SCHOOL'S CFOO. PRIOR TO FILING, THE ENTIRE BOARD OF TRUSTEES WILL BE PROVIDED THE PUBLIC DISCLOSURE VERSION OF THE FORM 990 TO REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE SCHOOL'S CONFLICT OF INTEREST POLICY COVERS ALL TRUSTEES, OFFICERS, EMPLOYEES AND VOLUNTEERS. THE POLICY IS DESIGNED TO IDENTIFY AND ADDRESS ALL SITUATIONS IN WHICH A COVERED PERSON HAS A DIRECT OR INDIRECT FINANCIAL INTEREST IN THE OUTCOME OF A TRANSACTION OR ARRANGEMENT WITH THE SCHOOL. COVERED PERSONS ARE EXPECTED TO VOLUNTARILY REPORT POTENTIAL CONFLICTS OF INTEREST TO THE CHAIR OF THE BOARD OR THE EXECUTIVE COMMITTEE OF THE BOARD. OTHER PARTIES MAY ALSO REPORT POTENTIAL CONFLICTS OF INTEREST TO THE BOARD CHAIR OR EXECUTIVE COMMITTEE. THE FULL BOARD OF TRUSTEES IS THE FINAL ARBITOR OF WHETHER A CONFLICT OF INTEREST EXISTS. IF THE BOARD DETERMINES THAT A CONFLICT EXISTS, IT SHALL REQUIRE THAT THE PERSON INVOLVED RECUSE THEMSELVES FROM ALL DISCUSSION AND VOTE ON THE TRANSACTION OR ARRANGEMENT INVOLVED. THE BOARD, UPON MAJORITY VOTE, MAY PROCEED WITH THE TRANSACTION OR ARRANGEMENT IF, AFTER ADDITIONAL DUE DILIGENCE, IT IS DETERMINED THAT THE TRANSACTION OR ARRANGEMENT IS IN THE BEST INTERESTS OF THE SCHOOL. ALL TRUSTEES SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY. EMPLOYEES ACKNOWLEGDE THIS POLICY AS PART OF THE ONBOARDING AND COMPENSATION AGREEMENT PROCESS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE HEAD OF SCHOOL (I.E., CHIEF EXECUTIVE OFFICER) IS DETERMINED BY THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. THE COMPENSATION COMMITTEE IS MADE UP OF INDEPENDENT PERSONS. THE COMPENSATION COMMITTEE WILL INDEPENDENTLY RESEARCH RELEVANT COMPENSATION DATABASES TO DETERMINE COMPENSATION LEVELS AND TRENDS FOR SIMILAR POSITIONS IN LIKE OR RELATED FIELDS. ALTERNATIVELY, AND SOMETIMES IN CONJUNCTION WITH THE INDEPENDENT RESEARCH DESCRIBED, THE COMMITTEE WILL ENGAGE THE SERVICES OF AN INDEPENDENT COMPENSATION CONSULTANT TO REVIEW THE DUTIES OF THE POSITIONS, DEVELOP AND ANALYZE COMPENSATION DATA FROM SIMILAR ORGANIZATIONS, AND MAKE RECOMMENDATIONS TO THE COMMITTEE. THE COMMITTEE THEN DETERMINES THE COMPENSATION OF THE INCUMBENT IN THIS POSITION FOR THE FOLLOWING FISCAL YEAR. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS (ARTICLES OF INCORPORATION AND BY-LAWS, ETC.), POLICIES, FINANCIAL STATEMENTS, AND TAX FILINGS ARE AVAILABLE UPON REQUEST FROM THE SCHOOL'S BUSINESS OFFICE. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 3150 CALIFORNIA STREET LLC 3065 JACKSON STREET SAN FRANCISCO CA 94115 237313754 HOLDS REAL ESTATE CA 525757 2088213 SAN FRANCISCO UNIVERSITY HIGH SCHOOL 1 1 1