2020-04-27T12:01:49-05:00 2019-06-30 946214841 ARMANINO LLP 12657 ALCOSTA BLVD STE 500 SAN RAMON CA 945834600 990 2018-07-01 941628213 THE SEVEN HILLS SCHOOL SEVE 9259330666 975 N SAN CARLOS DRIVE WALNUT CREEK CA 945982256 MICHAEL CHAMBERLAIN DIR OF FINANCE AND OPERATIONS 9259330666 2020-04-23 1 MATTHEW PETROSKI P00853132 9257902600 2020-04-15 34.104.2.30 2020-04-23 17:42:39 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 A2EF7C6B3EF9173E0A95C57244F2B1B86FE486B2 2018 2020-09-23 17:36:50Z SAMEER HILAL 975 N SAN CARLOS DRIVE WALNUT CREEK CA 945982256 19361654 0 X SEVENHILLSSCHOOL.ORG X 1996 CA EDUCATIONAL INSTRUCTION AND ACTIVITIES TO STUDENTS RANGING FROM PRE-K THROUGH 8TH GRADE. 21 21 132 221 0 0 838089 1771891 10451108 10788001 194888 348821 428047 299127 11912132 13207840 762295 992151 0 0 7678755 8338889 9206 76570 775592 3896417 3621193 12346673 13028803 -434541 179037 29924466 30068211 16745869 16638178 13178597 13430033 X THE INSTITUTION PROVIDES EDUCATIONAL INSTRUCTION AND ACTIVITIES TO STUDENTS RANGING FROM PRESCHOOL THROUGH 8TH GRADE. 0 0 10349796 992151 10788001 THE SEVEN HILLS SCHOOL, FOUNDED IN 1962, IS AN INDEPENDENT, NOT-FOR-PROFIT, DAY SCHOOL EDUCATING 404 STUDENTS IN PRESCHOOL THROUGH 8TH GRADE.ACCREDITED BY THE CALIFORNIA ASSOCIATION OF INDEPENDENT SCHOOLS (CAIS) AND THE WESTERN ASSOCIATION OF SCHOOLS AND COLLEGES (WASC), SEVEN HILLS IS ALSO AN ACTIVE MEMBER OF THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS (NAIS) AND OTHER INDEPENDENT SCHOOL ASSOCIATIONS. SEVEN HILLS ENJOYS A LONG STANDING PARTNERSHIP WITH EDUCATIONAL INSTITUTIONS NATIONWIDE. AT SEVEN HILLS,THE MISSION IS "TO DEVELOP THE INTELLECT, ENGAGE THE SPIRIT AND FOSTER RESPECT FOR AND RESPONSIBILITY TO OUR WORLD."THIS IS A COMMUNITY OF PARENTS, EDUCATORS AND STUDENTS WHO ARE COMMITTED TO LIFELONG LEARNING. IN AN ENVIRONMENT IN WHICH A STUDENT'S CURIOSITY IS INSPIRED, ENGAGED, AND REWARDED, SEVEN HILLS SCHOOL'S EDUCATORS VALUE PROFESSIONAL DEVELOPMENT, LEAD EACH OTHER AND THEIR PEERS TO BEST PRACTICES, AND ACCOMPLISH ALL OF THIS IN A SPIRIT OF COLLEGIALITY.THE CAMPUS, NINE ACRES OF FORMER RANCHLAND SET BACK BEHIND HEATHER FARM PARK, IS A STUDENT-CENTERED ENVIRONMENT THAT PROVIDES A MYRIAD OF EXPERIENCES FOR CHILDREN. STEP OUT OF THE 21ST CENTURY CLASSROOMS AND EXPLORE A BABBLING BROOK WHICH MEANDERS THROUGH CAMPUS. STOP BY THE LUNCH TABLES AND WATCH CHILDREN PLAY ON THE HUGE OUTDOOR CHESSBOARD. ON ANY GIVEN DAY, WATCH SHAKESPEARE PERFORMED OR BEETHOVEN REHEARSED; A ROCKET LAUNCHED OR A VOLLEYBALL SERVE PERFECTED. THE SPACIOUS LIBRARY HAS ROOM FOR QUIET, INTROSPECTIVE READERS AND A STAGE FOR GREGARIOUS STORY TELLERS.SEVEN HILLS IS A PLACE WHERE EACH CHILD FINDS JOY IN LEARNING AND LEAVES READY FOR THE NEXT ACADEMIC AND LIFE ADVENTURE. 10349796 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 0 1 1 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 1 30 0 1 132 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 21 21 0 0 1 0 0 0 0 1 0 0 0 0 1 1 1 1 1 1 0 0 CA X MICHAEL CHAMBERLAIN DIRECTOR OF FINANCE AND OPERATIONS 9259330666 975 N SAN CARLOS DRIVE WALNUT CREEK CA 945982256 X SAMEER E HILAL CHAIR (THRU 12/18); MEMBER (START 01/19) 10.00 X X 0 0 0 JULIE R GUTZWILLER SECRETARY 1.00 X X 0 0 0 MATTHEW JANOPAUL TREASURER (THRU 12/18); CHAIR (START 01/19) 1.00 X X 0 0 0 PATRICK J BLAKE TREASURER (START 01/2019) 1.00 X X 0 0 0 ANNETTE BUTNER MEMBER 1.00 X 0 0 0 LAURA FURSTENTHAL MEMBER 1.00 X 0 0 0 JOHN C GINGRICH MEMBER 1.00 X 0 0 0 MACKENZIE LESHER MEMBER 1.00 X 0 0 0 GINA M MORRIS MEMBER 1.00 X 0 0 0 JULIE ANNE SPRINGMAN WICKES MEMBER (THRU 11/2018) 1.00 X 0 0 0 SEIYONNE SURIYAKUMAR MEMBER 1.00 X 0 0 0 KIRSTEN C YOUNG MEMBER 1.00 X 0 0 0 JAMIL AKONI MEMBER 1.00 X 0 0 0 KHIRA GRISCAVAGE MEMBER 1.00 X 0 0 0 PATRICK LIN MEMBER 1.00 X 0 0 0 MATT MACOMBER MEMBER 1.00 X 0 0 0 ROBERT LITTLE MEMBER 1.00 X 0 0 0 LISA BARNETT SWEEN MEMBER 1.00 X 0 0 0 PAUL DEERINGER MEMBER (START 7/18) 1.00 X 0 0 0 CANDACE FLEMING MEMBER (START 7/18) 1.00 X 0 0 0 ALEXANDRA LEE MEMBER (START 7/18) 1.00 X 0 0 0 RONKE OLANTUNJI MEMBER (START 7/18) 1.00 X 0 0 0 KATHLEEN MCNAMARA HEAD OF SCHOOL 40.00 X 340630 0 39893 MICHAEL CHAMBERLAIN CFO & DIRECTOR OF FINANCE & OPERATIONS 40.00 X 218298 0 17676 SCOTT ESPINOSA BROWN HEAD OF 4TH-8TH GRADE 40.00 X 156948 0 27170 AMY WALTERS DIRECTOR OF DEVELOPMENT 40.00 X 143488 0 14163 DAN ROGOFF HEAD OF ECE-3RD GRADE 40.00 X 141681 0 27525 RHYS MILLER DIRECTOR, TEACHING AND LEARNING 40.00 X 139664 0 10934 RENEE RAMIG DIRECTOR OF TECHNOLOGY 40.00 X 123473 0 19851 1264182 0 157212 11 0 1 0 ODESA'S CONSTRUCTION 1727 FOOTHILL BLVD OAKLAND CA 94606 CONSTRUCTION 119755 HENRY T NGUYEN 1656 83RD AVE OAKLAND CA 94621 CONSTRUCTION 116929 BLACKBAUD PO BOX 930256 ATLANTA GA 311930256 COMPUTER SERVICES 114283 MARTS AND LUNDY 1200 WALL STREET WEST LYNDHURST NJ 07071 FUND RAISING CONSULTANTS 112191 GLOBALWORKS 1365 FOREST PARK CIRCLE SUITE 201 LAFAYETTE CO 80026 STUDENT TRAVEL AGENCY 102191 5 195994 1575897 15325 1771891 TUITION AND FEES 611710 10414388 10414388 DAY CARE 611600 193408 193408 OTHER PROGRAM REVENUE 900099 128128 128128 FORFEITED DEPOSITS 611710 52077 52077 10788001 305629 305629 242158 0 242158 242158 242158 6115840 6072648 43192 43192 43192 138135 195994 81166 56969 56969 13207840 10788001 0 647948 992151 992151 636454 197493 340215 98746 5866176 4786225 688383 391568 501413 384291 79314 37808 864849 733128 89201 42520 469997 372153 63213 34631 102873 102873 75221 75221 76570 76570 16863 16863 38629 38629 222771 87137 134599 1035 246262 201471 42875 1916 529319 485755 37794 5770 324698 316807 7549 342 858310 787671 61283 9356 63057 48328 9974 4755 EDUCATION PROGRAM 633784 633784 PLANT EXPENSES 337095 309354 24066 3675 DEVELOPMENT 170011 14048 89063 66900 BAD DEBT EXPENSES 2300 2300 13028803 10349796 1903415 775592 85944 0 5516391 3636762 277015 957912 3073760 2853529 392176 404437 22560157 11281087 11762255 11279070 8816925 10936501 29924466 30068211 326635 381644 9446424 9791927 6708167 6464607 264643 0 16745869 16638178 X 8140288 7550549 2032731 2716546 3005578 3162938 13178597 13430033 29924466 30068211 179037 72399 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4755953 257360 202873 230046 4986140 4465771 40432 300771 51021 4755953 3960315 136146 377521 8211 4465771 3697432 313792 37096 88005 3960315 2454118 1223572 44742 25000 3697432 0.16830 0.63440 0.19730 0 0 235500 235500 20049593 9597851 10451742 1953359 1583726 369633 321705 99510 222195 11279070 CORPORATE BONDS 6528918 F EQUITY MUTUAL FUNDS 1602708 F EXCHANGED TRADED FUNDS 1202664 F COMMON STOCKS 1006330 F FIXED INCOME MUTUAL FUNDS 566231 F REAL ESTATE INVESTMENT TRUSTS 29650 F 10936501 X 12288088 72399 72399 12215689 992151 992151 13207840 12036652 0 12036652 992151 992151 13028803 PART V, LINE 4: THE GENERAL ENDOWMENT PROVIDES UNRESTRICTED SUPPORT FOR PROGRAMS, OPERATIONS, OR CAPITAL EXPENDITURES. THE SCHOLARSHIP ENDOWMENT PROVIDES TUITION ASSISTANCE AND FINANCIAL AID. THE JULIAN FUND FOR EMOTIONAL HEALTH PROVIDES SUPPORTIVE PROGRAMS AND SERVICES FOR STUDENTS AND PARENTS IN THE COMMUNITY. THE PROFESSIONAL DEVELOPMENT ENDOWMENT FUND PROVIDES SUPPORT TO FACULTY/STAFF FOR PROFESSIONAL DEVELOPMENT. THE MUSIC ENDOWMENT PROVIDES FUNDS TO ACQUIRE INSTRUMENTS, MUSIC OR TO SUPPORT THE MUSIC PROGRAMS. THE LIBRARY ENDOWMENT FUND PROVIDES PROGRAMMATIC SUPPORT TO THE LIBRARY. PART X, LINE 2: THE SCHOOL IS A QUALIFIED SCHOOL 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, 2019, THE SCHOOL DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 992,151. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 992,151. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 PLEASE SEE THE WEBSITE WWW.SEVENHILLSSCHOOL.ORG. ADDITIONALLY, MEMBER SCHOOLS OF THE CALISBOA PUBLISH A NOTICE ANNUALLY IN THE SAN FRANCISCO CHRONICLE. THE LAST PUBLICATION DATE IS MAY 29, 2019. X X X X 0 MARTS AND LUNDY 1200 WALL STREET WEST LYNDHURST NJ 07071 CAPITAL CAMPAIGN CONSULTING 0 1000000 76570 923430 1000000 76570 923430 CA BACK TO SCHOOL AUCTION 334129 195994 138135 81166 334129 195994 138135 81166 81166 56969 SCHEDULE G, PART I, LINE 2B, COLUMN (V) THE ORGANIZATION PAID $76,570 TO MARTS AND LANDY FOR THE CAPITAL CAMPAIGN CONSULTING. 1 STUDENT SCHOLARSHIPS/TUITION ASSISTANCE 77 992151 FMV DIRECT CREDIT TO STUDENTS ACCOUNT PART I, LINE 2: FAMILIES REQUESTING TUITION ASSISTANCE SUBMIT TWO APPLICATIONS (WHICH HAVE SPECIFIC DUE DATES): 1. SCHOOL AND STUDENT SERVICES (SSS) FINANCIAL AID APPLICATION - * THE APPLICATION REQUIRES FAMILIES TO PROVIDE THEIR CURRENT AND PROJECTED INCOME AND EXPENSES, ALONG WITH COPIES OF TAXES AND W-2'S DIRECTLY TO SSS. * SSS PROCESSES THE INFORMATION AND SENDS SEVEN HILLS WITH A DETAILED REPORT ON EACH STUDENT WITH A RECOMMENDED STUDENT AWARD. 2. TUITION ASSISTANCE "SUPPLEMENTAL FORM" - * PARENTS SEND THE FORM DIRECTLY TO SEVEN HILLS. * THE FORM REQUIRES PARENTS TO PROVIDE SPECIFIC DETAILS TO THE SCHOOL WITH A COPY OF THEIR FAMILY BUDGET. ONCE EACH APPLICANT'S INFORMATION IS COMPLETE (SUPPLEMENTAL FORM, TAX DOCUMENTATION, AND THE SSS RECOMMENDATION), IT IS REVIEWED BY THE DIRECTOR OF ADMISSIONS AND TUITION ASSISTANCE AT SEVEN HILLS, AND IS TAKEN TO THE TUITION ASSISTANCE COMMITTEE (COMPRISED OF THE DIRECTOR OF ADMISSIONS AND TUITION ASSISTANCE, THE HEAD OF SCHOOL, AND THE DIRECTOR OF FINANCE). THE GOAL OF THE TUITION ASSISTANCE COMMITTEE IS TO ALLOCATE FUNDS EQUITABLY AND TIMELY TO THOSE FAMILIES WHO DEMONSTRATE THE GREATEST NEED. SINCE ELIGIBILITY IS BASED ON MANY FACTORS, THERE IS NO SPECIFIC INCOME LEVEL. THE TUITION ASSISTANCE COMMITTEE REVIEWS EACH APPLICATION AND CONSIDERS EXTENUATING CIRCUMSTANCES. THE TUITION ASSISTANCE COMMITTEE REVIEWS ALL DOCUMENTS ANNUALLY AND DETERMINES ELIGIBILITY ONCE DOCUMENTATION IS RECEIVED. THE TUITION ASSISTANCE COMMITTEE CONSIDERS THAT THE COSTS OF EDUCATING A CHILD BE THE RESPONSIBILITY OF ALL PARENTS IN A FAMILY TO THE EXTENT THAT THEY ARE FINANCIALLY ABLE TO PAY. ACCORDINGLY, IN FAMILIES WHERE ALL CHILDREN ATTEND SCHOOL FULL-TIME, TUITION ASSISTANCE AWARDS ARE MADE ON THE ASSUMPTION THAT ALL PARENTS ARE EMPLOYED AND ABLE TO CONTRIBUTE TOWARD THE COST OF THEIR CHILD'S EDUCATION IN PRESENT AND FUTURE YEARS. IN THE CASE OF SEPARATED OR DIVORCED PARENTS, THE SCHOOL REQUIRES THAT BOTH PARENTS SUPPLY COMPLETE FINANCIAL INFORMATION SO THAT A FAIR ASSESSMENT OF NEED CAN BE MADE. TUITION ASSISTANCE IS BASED ON FINANCIAL NEED, NOT ON THE WILLINGNESS OR UNWILLINGNESS OF EITHER PARENT TO PAY. TUITION ASSISTANCE FILES AND AWARDS ARE CONFIDENTIAL, AND ARE MADE ON A CASE-BY-CASE BASIS AND ARE FIRST COME, FIRST SERVED. COST OF LIVING ADJUSTMENT IS FACTORED INTO EACH CALCULATION. FAMILIES ARE ELECTRONICALLY NOTIFIED OF AWARDS THROUGH THE PARENT PORTAL, THE JAGZONE. THE SCHOOL HAS AN APPEAL PROCESS IF THE FAMILY NEED IS PROVEN TO BE GREATER THAN WHAT WAS PREVIOUSLY PROVIDED TO THE SCHOOL. IF THE APPEAL IS GRANTED, THE AWARD CAN BE MODIFIED. X 1 1 X X X X 0 1 0 0 0 0 0 0 0 KATHLEEN MCNAMARA HEAD OF SCHOOL 300630 0 0 0 40000 0 30200 0 9693 0 380523 0 0 0 MICHAEL CHAMBERLAIN CFO & DIRECTOR OF FINANCE & OPERATIO 218298 0 0 0 0 0 17676 0 0 0 235974 0 0 0 SCOTT ESPINOSA BROWN HEAD OF 4TH-8TH GRADE 156948 0 0 0 0 0 13767 0 13403 0 184118 0 0 0 AMY WALTERS DIRECTOR OF DEVELOPMENT 143488 0 0 0 0 0 14163 0 0 0 157651 0 0 0 DAN ROGOFF HEAD OF ECE-3RD GRADE 141681 0 0 0 0 0 14000 0 13525 0 169206 0 0 0 RHYS MILLER DIRECTOR, TEACHING AND LEARNING 139664 0 0 0 0 0 10934 0 0 0 150598 0 0 0 PART I, LINE 1A THE HEAD OF SCHOOL, KATHLEEN MCNAMARA, RECEIVED A TAXABLE HOUSING ALLOWANCE, WHICH TOTALED $40,000 FOR THE 2018 CALENDAR YEAR AND THE AMOUNT WAS REPORTED ON SCHEDULE J, PART II, COLUMN (B)(III). PART I, LINE 3 BY USING PROPRIETARY DATA PROVIDED BY CALIFORNIA ASSOCIATION OF INDEPENDENT SCHOOLS, THE SCHOOL HAS A ANNUAL METHODOLOGY FOR COMPARING AND REVIEWING SALARIES FOR OFFICERS AND KEY EMPLOYEES RELATIVE TO OTHER SIMILARLY SITUATED SCHOOLS. A CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY 352273601 2010-08-10 8217000 REFUND PRIOR ISSUE AND REFINANCING. 0 0 0 A 1612988 8217000 105612 8111388 5095000 2012 1 0 1 1 A 0 0 0 0 0.01880 0.01880 0 0 1 A 0 0 1 0 0 0 0 0 0 A 0 KATHLEEN MCNAMARA HEAD OF SCHOOL 274412 DURING MAY 2016, THE SCHOOL ESTABLISHED SHS RESIDENTIAL, LLC ("LLC") WHICH IS A WHOLLY-OWNED SUBSIDIARY. THE LLC ENTERED INTO A TENANT-IN-COMMON ARRANGEMENT WITH THE SCHOOL'S HEAD OF SCHOOL TO PURCHASE A PRINCIPAL RESIDENCE FOR THE HEAD OF SCHOOL. UNDER THIS ARRANGEMENT THE LLC OWNS RIGHTS TO TWENTY-FIVE PERCENT OF THE RESIDENCE AND SHARES IN THE PAYMENT OF PROPERTY TAXES AND CAPITAL MAINTENANCE. THE SCHOOL'S TWENTY-FIVE PERCENT INVESTMENT IN REAL PROPERTY TOTALED $274,412 AS OF JUNE 30, 2019. 0 JIHAD MIRZA SPOUSE OF THE HEAD OF SCHOOL 90200 THE SPOUSE OF THE HEAD OF SCHOOL IS EMPLOYED AS A FACULTY MEMBER AND RECEIVED $90,200 FOR THE YEAR ENDED JUNE 30, 2019. 0 FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION MADE SIGNIFICANT CHANGES TO ITS BYLAWS DURING THE 2018 TAX YEAR. CHANGES LISTED BELOW: 1. ADD PROPERTY CORPORATION / DEDICATION OF ASSETS SECTION 2. ADJUSTED THE POWERS AND DUTIES OF TRUSTEES SECTIONS 3. DELETED THE NON-LIABILITY OF DIRECTOR OR OFFICER SECTION 4. ADJUSTED THE NUMBER OF TRUSTEES SECTION 6. ADDED SELF DEALING TRANSACTIONS AND ADJOURNEMENT SECTIONS 7. APPOINTED TREASURER TO CFO AND HEAD OF SCHOOL TO CEO 8. ADDED STANDING COMMITTEES SECTION 9. ADDED AN ANNUAL STATEMENT OF SPECIFIC TRANSACTIONS SECTION FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES THAT ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE DIRECTOR OF FINANCE AND OPERATIONS (DFO) PREPARES THE INFORMATION FOR THE PROFESSIONAL FIRM, ARMANINO LLP (FIRM). THE FIRM PREPARES THE DRAFT RETURN AND PROVIDES IT BACK TO THE DFO, WHO REVIEWS IT WITH THE HEAD OF SCHOOL. CORRECTIONS ARE MADE AND SUBMITTED TO THE FIRM. THE FIRM PROVIDES A FINAL DRAFT, WHICH IS PRESENTED TO THE BOARD AND FINANCE COMMITTEE CHAIRS, WHO REVIEW. ONCE THE FIRM RECEIVES THE APPROVAL OF THE FINAL DRAFT FROM THE DFO, THE FIRM FILES THE 990. THE BOARD RECEIVES THE 990 AS AN INFORMATION ITEM AT ITS NEXT REGULAR MEETING. FORM 990, PART VI, SECTION B, LINE 12C THE CURRENT POLICY COVERS TRUSTEE MEMBERS IN THE CASE OF PERSONAL OR FINANCIAL CONFLICTS. A CONFLICT OF INTEREST ARISES IN ANY SITUATION IN WHICH A TRUSTEE (AND HIS OR HER IMMEDIATE FAMILY) IS INVOLVED IN AN ACTIVITY WHICH COULD ADVERSELY AFFECT HIS OR HER JUDGMENT WITH RESPECT TO THE BUSINESS OF THE SCHOOL OR OTHERWISE DIMINISH THE INTEREST OF THE ORGANIZATION. IN CASE OF A PERSONAL CONFLICT WHERE THE TRUSTEE FINDS HIM/HERSELF TO HAVE DEEP EMOTIONAL FEELINGS REGARDING AN ISSUE, WHICH MIGHT ADVERSELY EFFECT HIS/HER RATIONAL DECISION-MAKING, THE INDIVIDUAL MAY CHOOSE TO RECUSE HIM/HERSELF. IN AN INSTANCE WHERE A TRUSTEE REALIZES THAT EITHER A REAL OR POTENTIALLY REAL CONFLICT OF INTEREST EXISTS, OR, WHERE THE PERCEPTION OR APPEARANCE OF A CONFLICT OF INTEREST EXISTS, THE TRUSTEE WILL RECUSE HIM/HERSELF FROM BOARD DISCUSSIONS ON THE MATTER AS WELL AS ABSTAIN FROM VOTING ON THE ISSUE. TRUSTEES ARE REQUIRED TO ANNUALLY SUBMIT THE COI SIGNED DISCLOSURE WHICH ARE ON FILE. THE BOARD CHAIR EVALUATES CONFLICTS AND TAKES ACTION ACCORDINGLY. FORM 990, PART VI, SECTION B, LINE 15A THE HEAD OF SCHOOL IS RESPONSIBLE FOR THE OVERALL SUCCESS OF THE SCHOOL, HIRES ALL FACULTY/STAFF, IS THE LEADER OF THE FACULTY AND IS THE PUBLIC/COMMUNITY FACE OF THE ORGANIZATION. COMPENSATION FOR THIS POSITION IS DETERMINED BY THE TRUSTEES, AND THE MOST RECENT REVIEW WAS CONDUCTED AT THE BEGINNING OF THE 2016-2017 SCHOOL YEAR. COMPENSATION WAS SET IN ACCORDANCE WITH AND COMPARABLE TO OTHER SIMILARLY SITUATED INDEPENDENT SCHOOLS IN THE AREA, AS REPORTED THROUGH GUIDESTAR AND THE REGIONAL PROFESSIONAL ASSOCIATION OF INDEPENDENT SCHOOLS, CAIS. FOR OTHER KEY EMPLOYEES, INCLUDING THE TOP FINANCIAL OFFICIAL, AND NEW HIRES COMPENSATION IS REVIEWED ANNUALLY BY THE HEADMASTER. COMPENSATION DATA OF SIMILARLY SITUATED INDEPENDENT SCHOOLS IS ANALYZED AND COMPARED. FINAL COMPENSATION DETERMINATION IS MADE IN THIS CONTEXT MINDFUL OF BUDGET CONSTRAINTS. THE CALISBOA (CALIFORNIA INDEPENDENT SCHOOL BUSINESS OFFICERS ASSOCIATION) ANNUAL SALARY SURVEY IS A KEY RESOURCE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION WILL PROVIDE ITS ARTICLES OF INCORPORATION, BY LAWS, CONFLICT OF INTEREST POLICY, PARENT/STUDENT MANUAL, FORM 990, FORM 1023 AND ANNUAL AUDITED FINANCIAL STATEMENTS UPON WRITTEN REQUEST MADE TO: DIRECTOR, FINANCE AND OPERATIONS SEVEN HILLS SCHOOL 975 NORTH SAN CARLOS DRIVE WALNUT CREEK, CA 94598 FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. SHS RESIDENTIAL LLC 975 N SAN CARLOS WALNUT CREEK CA 94598 812537204 HOLDS 25% INTEREST IN RESIDENTIAL PROPERTY CA 0 274412 SEVEN HILLS SCHOOL