2022-12-05T14:25:54-06:00 2022-06-30 946214841 ARMANINO LLP 12657 ALCOSTA BLVD STE 500 SAN RAMON CA 945834600 990 2021-07-01 940382325 HILLBROOK SCHOOL HILL 4083566116 300 MARCHMONT DRIVE LOS GATOS CA 950325659 MARGARET RANDAZZO CFO & COO 4083566116 2022-12-05 1 MARGARET RANDAZZO 999009999 KATY BROWN P00650274 9257902600 2022-12-05 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z MARK SILVER 300 MARCHMONT DRIVE LOS GATOS CA 950325659 20767069 0 X WWW.HILLBROOK.ORG X 1935 CA HILLBROOK PROVIDES AN EXTRAORDINARY EDUCATIONAL EXPERIENCE THAT FOSTERS A LOVE OF LEARNING IN OUR STUDENTS AND HELPS THEM DEVELOP THE KNOWLEDGE, SKILLS, AND CONFIDENCE TO ACHIEVE THEIR HIGHEST INDIVIDUAL POTENTIAL IN SCHOOL AND IN LIFE. AT HILLBROOK, STUDENTS ARE KNOWN, RESPECTED, AND VALUED AS INDIVIDUALS AND EVERY DAY IS A JOURNEY OF SELF-DISCOVERY, IMAGINATIVE THINKING, CREATIVE PROBLEM SOLVING, LAUGHTER, AND FRIENDSHIP. 15 15 116 148 0 0 3207035 5827099 13674050 14756999 77964 142133 -53682 -232363 16905367 20493868 2331682 2176274 0 0 9948955 10435399 0 0 692228 3749753 4649117 16030390 17260790 874977 3233078 29901469 32644985 15294616 15420493 14606853 17224492 X HILLBROOK PROVIDES AN EXTRAORDINARY EDUCATIONAL EXPERIENCE THAT FOSTERS A LOVE OF LEARNING IN OUR STUDENTS AND HELPS THEM TO DEVELOP THE KNOWLEDGE, SKILLS AND CONFIDENCE TO ACHIEVE THEIR HIGHEST INDIVIDUAL POTENTIAL IN SCHOOL AND IN LIFE. AT HILLBROOK, STUDENTS ARE KNOWN, RESPECTED, AND VALUED AS INDIVIDUALS AND EVERY DAY IS A JOURNEY OF SELF-DISCOVERY, IMAGINATIVE THINKING, CREATIVE PROBLEM SOLVING, LAUGHTER, AND FRIENDSHIP. 0 0 13850842 2176274 14756999 HILLBROOK SCHOOL IS AN INDEPENDENT, NON-PROFIT ELEMENTARY SCHOOL THAT OPERATES A CO-EDUCATIONAL FACILITY THAT SERVES APPROXIMATELY 360 STUDENTS IN JK-8TH GRADE. HILLBROOK AIMS TO INSPIRE CHILDREN TO REACH THEIR HIGHEST INDIVIDUAL POTENTIAL AND TO REACH BEYOND THEMSELVES TO MAKE A DIFFERENCE IN THE WORLD. HILLBROOK GRADUATES ARE ADMITTED TO AND THRIVE AT THE TOP PRIVATE HIGH SCHOOLS IN THE COUNTRY. 13850842 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 1 46 0 1 116 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 1 0 0 0 0 1 1 0 0 0 1 1 1 1 0 1 1 0 CA X MARGARET R RANDAZZO CHIEF FINANCIAL & OPERATING OFFICER 4083566116 300 MARCHMONT DRIVE LOS GATOS CA 950325659 CHUCK HAMMERS CHAIR, BOT AND CEO 4.00 X X 0 0 0 SEAN DEMPSEY SECRETARY 2.00 X X 0 0 0 RITA CHEN CHAIR, ADVANCEMENT 2.00 X 0 0 0 HELEN BELL CHAIR, COT 2.00 X 0 0 0 HARPARTAP SINGH CHAIR, AUDIT 2.00 X 0 0 0 SHANNON HUNT SCOTT CHAIR, SECONDARY SCHOOL EXPLORATORY 2.00 X 0 0 0 LEILA JOHANSSON CHAIR, DEI 2.00 X 0 0 0 KIM O'KEEFE BECK TRUSTEE 2.00 X 0 0 0 ROSHAN MEDIZADEH CORSIGLIA CHAIR, FINANCE 2.00 X 0 0 0 TEODORA GOUNEVA TRUSTEE 2.00 X 0 0 0 CHRIS PRUETT TRUSTEE 2.00 X 0 0 0 KIRAN KHANNA TRUSTEE 2.00 X 0 0 0 LEILA SAYAR TRUSTEE 2.00 X 0 0 0 COY ROSS TRUSTEE 2.00 X 0 0 0 BILL LOLLER TRUSTEE 2.00 X 0 0 0 MARK SILVER HEAD OF SCHOOL 40.00 X 580886 0 98528 MARGARET RANDAZZO CFO/COO 40.00 X 293138 0 55414 COLLEEN SCHILLY ASSOCIATE HEAD OF SCHOOL 40.00 X 228242 0 20600 AMY HAND HEAD OF MIDDLE SCHOOL 40.00 X 165504 0 16718 RAKIYA BROWN DIRECTOR OF ADMISSIONS 40.00 X 150554 0 16027 ILSA DOHMEN DIRECTOR OF TEACHING & LEARNING 40.00 X 149932 0 17461 GULLIVER LAVALLE DIRECTOR OF DEI 40.00 X 147992 0 12385 MARY MAKELA DIRECTOR OF SCOTT CENTER FOR ENTR. 40.00 X 147104 0 15517 CATHERINE CARLSON DIRECTOR OF ADVANCEMENT 40.00 X 136902 0 24491 ROZANNE SCHIRO DIRECTOR OF HUMAN RESOURCES 40.00 X 128707 0 17184 2128961 0 294325 22 0 1 0 HINES BUILDING MAINTENANCE 91 LOST LAKE LANE CAMPBELL CA 95008 MAINTENANCE & JANITORIAL 593592 STUDENT TRANSPORTATION OF AMERICA STA W REGION PO 51691 LOS ANGELES CA 90051 BUS SERVICES 267969 EPICUREAN GROUP 111 MAIN STREET SUITE 3 LOS ALTOS CA 94002 FOOD SERVICE 178899 VERA DEVELOPMENT & CONSTRUCTION INC 17 RICHARDSON AVE FREEDOM CA 95019 CONSTRUCTION 100038 4 582180 5244919 77464 5827099 TUITION AND FEES 611600 14257792 14257792 AUXILIARY & OTHER PROG 611600 499207 499207 14756999 141863 141863 41108 40838 270 270 270 0 582180 232363 -232363 -232363 20493868 14756999 0 -90230 2176274 2176274 1567362 624778 819195 123389 6659834 5588917 802587 268330 362455 305982 46513 9960 1265216 1043454 188225 33537 580532 430178 128591 21763 35419 35419 74790 74790 511902 200144 171349 140409 79481 74456 5025 358007 310963 35209 11835 33624 33624 108018 102517 3841 1660 1011756 935874 50588 25294 115767 107324 5629 2814 SUPPLIES AND SERVICES 1081446 1030368 42238 8840 REPAIRS AND MAINTENANCE 795944 730109 44697 21138 OTHER EXPENSE 442963 155880 263824 23259 17260790 13850842 2717720 692228 210533 2501976 6319110 3836912 264833 3476750 4947175 5241690 258891 372810 29187386 12272415 17552680 16914971 348247 299876 29901469 32644985 1540712 1453922 11504494 11849065 2249410 2117506 15294616 15420493 X 10000193 10312459 4606660 6912033 14606853 17224492 29901469 32644985 3233078 -615439 0 X X 0 1 X 1 0 X 2101031 2432414 1509987 3207035 5827099 15077566 2101031 2432414 1509987 3207035 5827099 15077566 4923654 10153912 32858 17171 46311 77964 141863 316167 368215 351623 287888 1007726 16401459 67778152 0.61910 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3613059 436900 -475098 3574861 3033726 207100 372233 3613059 2927605 30099 76022 3033726 2202496 712213 12896 2927605 2146297 24700 31499 2202496 0.16060 0.78100 0.05840 0 0 742647 742647 20298294 7525828 12772466 3092022 2456644 635378 5054423 2289943 2764480 16914971 X 17279928 -615439 -2598501 -3213940 20493868 0 20493868 14662289 0 14662289 2598501 2598501 17260790 PART V, LINE 4: THE SCHOOL'S ENDOWMENT IS USED TO SUPPORT ANNUAL UNRESTRICTED OPERATIONS, TUITION ASSISTANCE AND THE OPERATIONS OF THE SCOTT CENTER FOR ENTREPRENEURSHIP. 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, 2022 AND 2021, THE SCHOOL DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. PART XI, LINE 2D - OTHER ADJUSTMENTS: TUITION ASSISTANCE -2,598,501. PART XII, LINE 4B - OTHER ADJUSTMENTS: TUITION ASSISTANCE 2,598,501. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 HILLBROOK SCHOOL'S RACIALLY NONDISCRIMINATORY POLICY IS AVAILABLE AT ALL TIMES ON THE SCHOOL WEBSITE'S HOME PAGE. BENEFIT AUCTION 545138 545138 19007 120450 11276 37881 WALK-A-THON 26942 26942 936 6850 756 5066 1 10100 10100 1398 10998 17170 575 582180 582180 21341 138298 29202 43522 232363 -232363 1 0 0 FINANCIAL AID 106 2176213 FMV DIRECT CREDIT TO STUDENT ACCOUNT PART I, LINE 2: FINANCIAL AID AT HILLBROOK IS BASED ENTIRELY ON NEED, DEFINED AS THE DIFFERENCE BETWEEN A FAMILY'S RESOURCES AND A CHILD'S EDUCATIONAL EXPENSES. QUALIFICATION IS DETERMINED BY THE SCHOOL AND STUDENT SERVICE FOR FINANCIAL AID (SSS), A SERVICE OF THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS (NAIS), USED BY MORE THAN 2,400 K-12 SCHOOLS ACROSS THE COUNTRY. GRANTS ARE APPLIED TO THE STUDENT'S ACCOUNT, REDUCING THE AMOUNT DUE FOR TUITION. X X 1 1 X X X 0 1 0 0 0 0 0 0 0 MARK SILVER HEAD OF SCHOOL 448443 0 0 0 132443 0 86300 0 12228 0 679414 0 59708 0 MARGARET RANDAZZO CFO/COO 266186 0 0 0 26952 0 41139 0 14275 0 348552 0 0 0 COLLEEN SCHILLY ASSOCIATE HEAD OF SCHOOL 192786 0 0 0 35456 0 11958 0 8642 0 248842 0 0 0 AMY HAND HEAD OF MIDDLE SCHOOL 163527 0 0 0 1977 0 9148 0 7570 0 182222 0 0 0 ILSA DOHMEN DIRECTOR OF TEACHING & LEARNING 147921 0 0 0 2011 0 9000 0 8461 0 167393 0 0 0 RAKIYA BROWN DIRECTOR OF ADMISSIONS 139176 0 0 0 11378 0 6851 0 9176 0 166581 0 0 0 MARY MAKELA DIRECTOR OF SCOTT CENTER FOR ENTR. 145113 0 0 0 1991 0 7359 0 8158 0 162621 0 0 0 CATHERINE CARLSON DIRECTOR OF ADVANCEMENT 134873 0 0 0 2029 0 9744 0 14747 0 161393 0 0 0 GULLIVER LAVALLE DIRECTOR OF DEI 145431 0 0 0 2561 0 7318 0 5067 0 160377 0 0 0 PART I, LINE 1A MARK SILVER IS REQUIRED TO LIVE IN THE HOME FOR THE HEAD OF SCHOOL OWNED BY HILLBROOK SCHOOL PURSUANT TO HIS EMPLOYMENT AGREEMENT. THE 2021 HOUSING BENEFIT OF $40,000 IS TAXABLE AND IS REFLECTED ON HIS W-2. DISCRETIONARY SPENDING IN 2021 OF $66.75 WAS INCURRED AND APPROVED BY BOT CHAIR. PART I, LINE 4B THE SCHOOL HAS A 457F PLAN FOR HEAD OF SCHOOL (HOS) AND CHIEF FINANCIAL OFFICER (CFO). $296,666 WAS IN THE AMOUNT AS OF 06/22 AND THE CONTRIBUTION FOR 2021 WAS $40,000 FOR THE HOS AND $25,000 FOR THE CFO. THE HOS RECEIVED $59,708 SECTION 457F VESTED DISTRIBUTION IN 2021 CALENDAR YEAR, WHICH WAS REPORTED AS DEFERRED COMPENSATION ON PRIOR FORM 990. THE AMOUNT WAS REPORTED ON SCHEDULE J, COLUMN B(III) AND COLUMN (F) AND WAS INCLUDED ON THE FORM W-2 AS WELL. 48000 FINANCIAL ASSISTANCE SCHOLARSHIP MARY HAMMERS SPOUSE OF CEO AND CHAIR, BOT 21472 EMPLOYMENT 0 X 14 77464 FMV 0 0 1 0 PART I, COLUMN (B): THIS NUMBER REPRESENTS THE NUMBER OF CONTRIBUTORS, NOT THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION A, LINE 4 IN MAY OF 2022, THE ORGANIZATION'S BYLAWS WERE UPDATED. IF THE NUMBER OF TRUSTEES THEN IN OFFICE IS LESS THAN A QUORUM, ADDITIONAL TRUSTEES NOW MAY NOT BE ELECTED TO FILL A VACANCY. WHEN A TRUSTEE WANTS TO RESIGN, THEY NOW MAY RESIGN IF THE CORPORATION WOULD BE LEFT WITHOUT A DULY ELECTED TRUSTEE, EVEN ON NOTICE TO THE ATTORNEY GENERAL OF CALIFORNIA. WHEN A TRUSTEE IS BEING REMOVED, THE HELD MEETINGS NOW NEED TO HAVE A NOTICE TO THE BOARD OF THIS MATTER. THERE IS NO LONGER ANY LANGUAGE WITH REGARDS TO BOARD ALUMNI ADVISORS. ANY REMOVAL OF OFFICERS NOW NEEDS A TWO-THIRDS MAJORITY VOTE. THE LANGUAGE FOR TREASURER OF THE BOARD IS NOW THE LANGUAGE THAT WAS PREVIOUSLY FOR THE CHIEF FINANCIAL OFFICER. THE BOARD SHALL NOW OPERATE UNDER THE PARLIAMENTARY AUTHORITY OF THE NINTH EDITION OF ROBERT'S RULES OF ORDER NEWLY REVISED. THERE IS NOW A CAMPUS PLAN COMMITTEE, WHICH SHALL ENSURE THAT SCHOOL FACILITIES SUPPORT THE MISSION OF THE SCHOOL. ARTICLE XII "RECORDS AND REPORTS" IS NO LONGER ON THE BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE MEMBERS (WHICH INCLUDES THE AUDIT COMMITTEE CHAIR) REVIEW AND APPROVE THE COMPLETED FORM 990. THE CHAIR OF THE FINANCE COMMITTEE EMAILS ALL OTHER CURRENT TRUSTEES STATING THAT THE COMPLETED FORM 990 IS AVAILABLE FOR REVIEW ON THE SECURE BOARD OF TRUSTEES WEBSITE PORTAL. SCHEDULE B IS REDACTED FROM THE FORM 990 DURING REVIEW. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, THE PRESIDENT OF THE BOARD OR HIS NOMINEE SHALL SUBMIT TO EACH TRUSTEE A CONFLICT OF INTEREST DISCLOSURE STATEMENT DESIGNED TO DISCLOSE ANY POTENTIAL CONFLICT OF INTEREST WHICH A TRUSTEE MAY HAVE IN THE PERFORMANCE OF HIS OR HER DUTIES TO THE SCHOOL. ADDITIONALLY, ALL TRUSTEES OR MEMBERS OF COMMITTEES OF THE BOARD SHALL HAVE THE AFFIRMATIVE DUTY TO ADVISE THE BOARD OR ANY COMMITTEE IN SESSION, OF ANY POSSIBLE CONFLICT OF INTEREST REGARDING A PARTICULAR SUBJECT BEFORE DEBATE THEREOF AND ABSTAIN FROM VOTING ON THAT SUBJECT. THE PARTICULARS OF SUCH RESPONSE SHALL BE RECORDED AS PART OF THE MINUTES. FAILURE TO EXECUTE THE CONFLICT OF INTEREST DISCLOSURE STATEMENT WITHIN 30 DAYS OF RECEIPT, THEREOF, SHALL BE CAUSE FOR REMOVAL FROM THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE HEAD OF SCHOOL'S COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD'S COMPENSATION COMMITTEE USING COMPARABILITY DATA. THIS PROCESS IS DOCUMENTED IN THE BOARD'S MINUTES. THE CFO'S COMPENSATION IS REVIEWED AND APPROVED BY THE HEAD OF SCHOOL USING THE SAME PROCESS AS DESCRIBED ABOVE. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL MAKES THESE DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.