2019-11-27T11:23:53-06:00 2019-06-30 946214841 ARMANINO LLP 12657 ALCOSTA BLVD STE 500 SAN RAMON CA 945834600 990 2018-07-01 940382325 HILLBROOK SCHOOL HILL 4083566116 300 MARCHMONT DRIVE LOS GATOS CA 950325659 MARGARET RANDAZZO CFO 4083566116 2019-11-26 1 KATY BROWN P00650274 9257902600 2019-11-26 76.103.96.153 2019-11-26 11:12:14 PS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 194D1DC3581D69C6E2F7DEABFFFD1F7D33D777BB 2018 2020-03-31 21:24:44Z MARK SILVER 300 MARCHMONT DRIVE LOS GATOS CA 950325659 16262576 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. 16 16 117 170 0 0 2101031 2432414 12043092 13460992 32858 27547 208765 142566 14385746 16063519 1470761 1628539 0 0 8459072 9033312 0 0 502807 3775931 4305912 13705764 14967763 679982 1095756 19659893 20949853 7326789 7520993 12333104 13428860 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 11838948 1628539 13460992 HILLBROOK SCHOOL IS AN INDEPENDENT, NON-PROFIT ELEMENTARY SCHOOL THAT OPERATES A CO-EDUCATIONAL FACILITY THAT SERVES APPROXIMATELY 380 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. 11838948 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 0 0 1 0 0 0 0 0 0 0 0 1 29 0 1 117 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 0 1 1 0 CA X MARGARET R RANDAZZO CFO 4083566116 300 MARCHMONT DRIVE LOS GATOS CA 950325659 CHUCK HAMMERS CHAIR, BOT AND CEO 4.00 X X 0 0 0 VLADO HERMAN TRUSTEE AND CHAIR, FINANCE; TREASURER 2.00 X X 0 0 0 SEAN DEMPSEY TRUSTEE AND SECRETARY 2.00 X X 0 0 0 ERIC FOX TRUSTEE AND CHAIR, CAMPUS 2.00 X 0 0 0 KIM O'KEEFE BECK TRUSTEE AND CHAIR, ADVANCEMENT 2.00 X 0 0 0 HELEN BELL TRUSTEE AND CHAIR, COT 2.00 X 0 0 0 TOM EDSALL TRUSTEE AND CHAIR, AUDIT 2.00 X 0 0 0 TOM ARCHER TRUSTEE 2.00 X 0 0 0 SONIA SANGSTER TRUSTEE 2.00 X 0 0 0 MARK FRENCH TRUSTEE 2.00 X 0 0 0 KIRAN KHANNA TRUSTEE 2.00 X 0 0 0 SHANNON HUNT SCOTT TRUSTEE 2.00 X 0 0 0 HARPARTAP SINGH TRUSTEE 2.00 X 0 0 0 TESHA POE TRUSTEE 2.00 X 0 0 0 BRYAN MCLAUGHIN TRUSTEE 2.00 X 0 0 0 TINA BRICENO TRUSTEE AS OF 07-18 2.00 X 0 0 0 MARK SILVER HEAD OF SCHOOL 40.00 X 404999 0 206091 MARGARET RANDAZZO CFO 40.00 X 219719 0 23370 JOSEPH CONNOLLY CHIEF ADVANCEMENT AND ENROLLMENT OFFICER 40.00 X 182650 0 20743 CHRISTINA PAK HEAD OF MIDDLE SCHOOL 40.00 X 159498 0 32606 COLLEEN SCHILLY HEAD OF LOWER SCHOOL 40.00 X 162067 0 14564 WILLIAM SELAK DIRECTOR OF TECHNOLOGY 40.00 X 109490 0 48624 ILSA DOHMEN DIRECTOR OF TEACHING AND LEARNING 40.00 X 109346 0 13589 SCOTT SWEENEY TEACHER 40.00 X 104204 0 14962 CHING-MEI CHEN TEACHER 40.00 X 103213 0 16907 ROMETRA CRAIG TEACHER 40.00 X 102965 0 12344 1658151 0 403800 14 0 1 0 SWENSON DEVELOPMENT AND CONSTRUCTION 715 NORTH FIRST STREET STE 27 SAN JOSE CA 95112 CONSTRUCTION 561197 HINES BUILDING MAINTENANCE 91 LOST LAKE LANE CAMPBELL CA 95008 MAINTENANCE & JANITORIAL 487408 MKTHINK 1500 SANSOME STREET SAN FRANCISCO CA 94111 ARCHITECT 408350 STUDENT TRANSPORTATION OF AMERICA STA WEST REGION PO BOX 51691 LOS ANGELES CA 90051 BUS SERVICES 155297 DURHAM SCHOOL SERVICES 1506 WHITE OAKS ROAD CAMPBELL CA 95008 BUS SERVICES 152990 11 347013 2085401 189143 2432414 TUITION AND FEES 611600 13105818 13105818 AUXILIARY & OTHER PROG 611600 355174 355174 13460992 17171 17171 10376 0 10376 10376 10376 341623 347013 199057 142566 142566 16063519 13460992 0 170113 1628539 1628539 1298297 463851 598859 235587 6075403 4944431 1005918 125054 1136474 876720 225665 34089 523138 402569 102330 18239 26562 26562 64475 64475 267049 149938 113059 4052 104663 53992 46964 3707 917241 860009 50122 7110 42588 21970 19110 1508 190525 173148 12172 5205 334719 316785 15315 2619 10715 10074 438 203 942124 871464 47106 23554 107961 100114 5231 2616 REPAIRS & MAINTENANCE 679884 625953 36313 17618 MISCELLANEOUS EXPENSES 559864 288814 251221 19829 EQUIP. & VEHICLE RENTAL 57542 50577 5148 1817 14967763 11838948 2626008 502807 79162 53611 2811150 2875290 2027824 1682332 58752 48479 202409 190605 25477188 9620043 14224494 15857145 256102 242391 19659893 20949853 1150329 1483158 6176460 6037835 7326789 7520993 X 7601197 7733262 2926213 3177691 1805694 2517907 12333104 13428860 19659893 20949853 1095756 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2202496 712213 12896 2927605 2146297 24700 31499 2202496 1061253 1062107 22937 2146297 1009828 28529 22896 1061253 811039 181000 17789 1009828 0.07060 0.86010 0.06930 0 0 742647 742647 14419597 5967438 8452159 2630643 1905620 725023 7684301 1746985 5937316 15857145 X 14434980 -1628539 -1628539 16063519 0 16063519 13339224 0 13339224 1628539 1628539 14967763 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, 2019 AND 2018, 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 -1,628,539. PART XII, LINE 4B - OTHER ADJUSTMENTS: TUITION ASSISTANCE 1,628,539. 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 ANNUALLY PUBLISHED ITS RACIALLY NONDISCRIMINATORY POLICY IN THE SAN FRANCISCO CHRONICLE MOST RECENTLY ON MAY 29, 2019. AUCTION 295702 295702 75578 20018 28218 33673 WALK-A-THON 26121 26121 5177 242 5525 1 366813 347013 19800 9366 15420 5840 688636 347013 341623 75578 34561 43880 45038 199057 142566 1 FINANCIAL AID 78 1348864 FMV DIRECT CREDIT TO STUDENT ACCOUNT TUITION REMISSION 18 279675 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 X 0 1 0 0 0 0 0 0 0 MARK SILVER HEAD OF SCHOOL 404999 0 0 0 0 0 83292 0 122799 0 611090 0 0 0 MARGARET RANDAZZO CFO 219719 0 0 0 0 0 10979 0 12391 0 243089 0 0 0 JOSEPH CONNOLLY CHIEF ADVANCEMENT AND ENROLLMENT OFF 182650 0 0 0 0 0 9711 0 11032 0 203393 0 0 0 CHRISTINA PAK HEAD OF MIDDLE SCHOOL 159498 0 0 0 0 0 8418 0 24188 0 192104 0 0 0 COLLEEN SCHILLY HEAD OF LOWER SCHOOL 160000 0 0 0 2067 0 7979 0 6585 0 176631 0 0 0 WILLIAM SELAK DIRECTOR OF TECHNOLOGY 109490 0 0 0 0 0 6467 0 42157 0 158114 0 0 0 PART I, LINE 1A THE HEAD OF SCHOOL EMPLOYMENT AGREEMENT STATES THAT HE/SHE IS REQUIRED TO LIVE IN THE SCHOOL OWNED RESIDENCE AND CONDUCT BUSINESS FROM THIS LOCATION WHEN NOT AT THE SCHOOL, INCLUDING MEETINGS AND EVENTS WITH PARENTS AND STAFF. THE HEAD OF SCHOOL IS ON-CALL 24/7. THE HEAD OF SCHOOL HAS A DISCRETIONARY FUND OF $75. THE HOUSING BENEFIT IS VALUED AT $77,160. PART I, LINE 4B THE SCHOOL HAS A 457F PLAN FOR MARK SILVER. LPL FINANCIAL, 4707 EXECUTIVE DRIVE, SAN DIEGO, CA 92121, IS THE CUSTODIAN. $242,391.05 WAS IN THE ACCOUNT AS OF 06/19 AND THE CONTRIBUTON FOR 2018 WAS $50,000. THE SCHOOL ALSO CONTRIBUTED $19,000 TO A 457B PLAN IN 2018. 50850 TUITION REMISSION EMPLOYEE TUITION ASSISTANCE 62000 FINANCIAL AID NEED-BASED FINANCIAL AID X 22 189143 FMV 0 0 1 0 PART I, COLUMN (B): THIS NUMBER REFLECTS THE NUMBER OF CONTRIBUTIONS, NOT THE NUMBER THE OF ITEMS CONTRIBUTED. 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 VI, SECTION B, LINE 14 THE ORGANIZATION IS CURRENTLY WORKING ON IMPLEMENTING A WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.