2019-04-10T18:33:14-05:00 2018-06-30 946214841 ARMANINO LLP 12657 ALCOSTA BLVD STE 500 SAN RAMON CA 945834600 990 2017-07-01 237313754 SAN FRANCISCO UNIVERSITY HIGH SCHOOL SANF 4154473100 3065 JACKSON STREET SAN FRANCISCO CA 94115 JEFFERY V BIALIK CHIEF FINANCIAL OFFICER 4154473110 2019-04-05 1 KATY BROWN P00650274 9257902600 2019-03-29 38.111.205.16 2019-04-05 17:37:42 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 A2EF7C6B3EF9173E0A95C57244F2B1B86FE486B2 2017 2019-02-21 02:37:17Z JULIA R EELLS 3065 JACKSON STREET SAN FRANCISCO CA 94115 31331532 0 X WWW.SFUHS.ORG X 1973 CA SAN FRANCISCO UNIVERSITY HIGH SCHOOL IS AN INDEPENDENT SECONDARY SCHOOL. 29 28 220 530 231250 85142 3523671 6175418 18047398 19076751 351114 533310 787095 762631 22709278 26548110 2715083 2878173 0 0 12929002 14356213 118498 58526 1556546 7093239 7510025 22855822 24802937 -146544 1745173 75192655 77814029 24892400 24602870 50300255 53211159 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. APPROXIMATELY 100 STUDENTS MATRICULATE TO A BROAD RANGE OF COLLEGES AND UNIVERSITIES EACH YEAR. 0 0 20240704 2878173 19076751 SAN FRANCISCO UNIVERSITY HIGH SCHOOL IS A FULLY INDEPENDENT ORGANIZATION FORMED FOR THE PURPOSE OF PROVIDING A RIGOROUS COLLEGE PREPARATORY MIDDLE AND 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. 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. 20240704 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 1 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 85 0 1 220 1 1 1 0 0 0 0 1 1 0 0 0 0 X 29 28 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X JEFFERY V BIALIK CFO 4154473110 3065 JACKSON STREET SAN FRANCISCO CA 94115 KATIE ALBRIGHT TRUSTEE 10.00 X 0 0 0 JAY BANFIELD TRUSTEE 10.00 X 0 0 0 RON CAMI TRUSTEE 10.00 X 0 0 0 MARGARET CHARNAS TRUSTEE 10.00 X 0 0 0 MARGUERITE CLARK TRUSTEE 10.00 X 0 0 0 JILL COWAN TRUSTEE 10.00 X 0 0 0 MATT FARRON TRUSTEE 10.00 X 0 0 0 LOUISE GREENSPAN TRUSTEE 10.00 X 0 0 0 BOE HAYWARD TRUSTEE 10.00 X 0 0 0 MATT HOBART TRUSTEE 10.00 X 0 0 0 MIKE HOUSE TRUSTEE 10.00 X 0 0 0 CAROLYN LANGELIER TRUSTEE 10.00 X 0 0 0 CHANG-RAE LEE TRUSTEE 10.00 X 0 0 0 MARK MILLER TRUSTEE 10.00 X 0 0 0 CHRIS NOONEY TRUSTEE 10.00 X 0 0 0 LYNN POOLE TRUSTEE 10.00 X 0 0 0 NADIR SHAIKH TRUSTEE 10.00 X 0 0 0 CLAYTON TIMBRELL TRUSTEE 10.00 X 0 0 0 CATHERINE WALCOTT TRUSTEE 10.00 X 0 0 0 KAY YUN TRUSTEE 10.00 X 0 0 0 ROCKY FRIED TRUSTEE (START 7/17) 10.00 X 0 0 0 DENNIS HERRERA TRUSTEE (START 7/17) 10.00 X 0 0 0 JEFF HORD TRUSTEE (START 7/17) 10.00 X 0 0 0 ANNE PEDRERO TRUSTEE (START 7/17) 10.00 X 0 0 0 LAURA SPIVY TRUSTEE (START 7/17) 10.00 X 0 0 0 JULAYNE VIRGIL TRUSTEE (START 7/17) 10.00 X 0 0 0 JANE PRIOR BOARD CHAIR 10.00 X X 0 0 0 WILLIAM MADISON TREASURER 10.00 X X 0 0 0 JULIA EELLS HEAD OF THE SCHOOL 40.00 X X 469284 0 115103 JAMES CHESTNUT CFO (THRU 7/17) 40.00 X 201338 0 19481 JEFFREY BIALIK CFO (START 7/17) 40.00 X 100335 0 18181 SHARON YOUNG SECRETARY 40.00 X 90631 0 11480 NASIF ISKANDER ASST HEAD OF SCHOOL/DEAN 40.00 X 180172 0 45529 SHAUNDRA BASON DIRECTOR OF DEVELOPMENT 40.00 X 196513 0 36423 ALBERT BOYLE DIRECTOR OF TECHNOLOGY 40.00 X 166799 0 26204 JONATHAN REIDER DIRECTOR COLLEGE CONSELING 40.00 X 156417 0 24431 KATHERINE GARRETT ACADEMIC DEAN 40.00 X 141728 0 23079 MARIANNA STARK DIR.COMMUNICATIONS/ALUMNI 40.00 X 148982 0 34219 1852199 0 354130 38 0 1 0 ROBERT A BOTHMAN INC 2690 SCOTT BLVD SANTA CLARA CA 95050 CONSTRUCTION SERVICES 3691856 SODEXO INC & AFFILIATES PO BOX 360170 PITTSBURGH PA 15251 FACILITIES SERVICES 1011372 DARIOUSH INC 900 DOOLITTLE DRIVE 7A SAN LEANDRO CA 94577 FOOD SERVICES 491126 VERDE DESIGN 2455 THE ALAMEDA SUITE 200 SANTA CLARA CA 95050 DESIGN SERVICES 236600 THE LOSS PREVENTION GROUP 524 7TH STREET OAKLAND CA 94607 SECURITY SERVICES 183489 11 293516 5881902 6175418 TUITION AND FEES 611710 18681309 18681309 OTHER RELATED INCOME 611710 395442 395442 19076751 486028 486028 618811 300639 318172 318172 318172 4027531 3980249 47282 47282 47282 715743 293516 502534 213209 213209 ADVERTISING INCOME 900099 231250 231250 231250 26548110 19076751 231250 1064691 2878173 2878173 1149601 612169 537432 10303942 8636980 911141 755821 760894 643052 59724 58118 1397499 1187622 120686 89191 744277 622002 76927 45348 31228 31228 99780 84813 9978 4989 92259 92259 58526 58526 142377 142377 186159 158235 18616 9308 252962 252962 358839 305013 35884 17942 2067125 1757056 258391 51678 125975 107030 13810 5135 466538 396557 46654 23327 1755654 1413035 226101 116518 142869 121439 14287 7143 INSTRUCTIONAL 555835 555835 MISC. OPERATING EXPENSE 543927 381959 143551 18417 DEVELOPMENT 396603 87839 13679 295085 CO-CURRICULAR/EXTRA-CUR 291895 291895 24802937 20240704 3005687 1556546 7686750 9721559 3376449 3375155 660420 1783416 17996 0 248973 236413 62000261 23972712 29456239 38027549 24107762 24596494 9638066 73443 75192655 77814029 2873114 2160268 8773662 9647629 7837039 7633319 4900000 4840000 508585 321654 24892400 24602870 X 21400919 22997378 8457697 9047494 20441639 21166287 50300255 53211159 75192655 77814029 1745173 1165731 0 X X 0 1 X 1 0 X 28868796 978630 1367119 1675000 29539545 26904790 565044 2673962 1275000 28868796 28420905 460722 -706837 1270000 26904790 29477750 448315 -290160 1215000 28420905 27141355 414954 3141441 1220000 29477750 0.10730 0.71650 0.17620 0 0 5828866 5828866 43670617 21668404 22002213 10388769 354523 10034246 2112009 1949785 162224 38027549 INTEREST RATE SWAP 321654 321654 X 25201825 1165731 502534 1668265 23533560 136377 2878173 3014550 26548110 22290921 502534 502534 21788387 136377 2878173 3014550 24802937 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, 2018 AND 2017, THE SCHOOL DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 502,534. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID EXPENSE 2,878,173. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 502,534. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID EXPENSE 2,878,173. 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 INDEPENDENT SCHOOL BUSINESS OFFICERS ASSOCIATION PLACES AN AD ANNUALLY IN THE SAN FRANCISCO CHRONICLE AND SFGATE.COM ON BEHALF OF THE PARTICIPATING SCHOOLS STATING THE STANDARD NON-DISCRIMINATION POLICY OF ALL SCHOOLS LISTED IN THE AD. THE POLICY STATES THAT THE SCHOOLS DO NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, ETHNICITY, NATIONAL ORIGIN, RELIGION, GENDER OR SEXUAL ORIENTATION IN THE ADMINISTRATION OF ADMISSIONS POLICIES, ACADEMIC POLICIES, EMPLOYMENT POLICIES, FINANCIAL AID POLICIES, AND ATHLETIC AND OTHER EXTRA-CURRICULAR ACTIVITIES AND PROGRAMS. THE LAST PUBLICATION DATE ON THE SAN FRANCISCO CHRONICLE IS JUNE 7, 2018. APPROXIMATELY 85 SCHOOLS PARTICIPATE IN THE AD, INCLUDING SAN FRANCISCO UNIVERSITY HIGH SCHOOL, MARIN ACADEMY, THE URBAN SCHOOL, THE BAY SCHOOL OF SAN FRANCISCO, THE ATHENIAN SCHOOL, TOWN SCHOOL, THE HAMLIN SCHOOL, AND A HOST OF OTHERS. X X X X X 1 WHALEY LE VAY 6 RINCON POINT LANE CARPINTERIA CA 93013 CAMPAIGN STRATEGY 0 0 58526 -58526 58526 -58526 CA DECORATOR SHOWCASE 1009259 293516 715743 69059 106073 327402 1009259 293516 715743 69059 106073 327402 502534 213209 1 FINANCIAL AID 93 2878173 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 1 1 X X X X X 0 0 0 0 0 0 0 0 0 JULIA EELLS HEAD OF THE SCHOOL 415284 0 0 0 54000 0 103014 0 12089 0 584387 0 0 0 JAMES CHESTNUT CFO (THRU 7/17) 201338 0 0 0 0 0 12344 0 7137 0 220819 0 0 0 NASIF ISKANDER ASST HEAD OF SCHOOL/DEAN 180172 0 0 0 0 0 15338 0 30191 0 225701 0 0 0 SHAUNDRA BASON DIRECTOR OF DEVELOPMENT 196513 0 0 0 0 0 16246 0 20177 0 232936 0 0 0 ALBERT BOYLE DIRECTOR OF TECHNOLOGY 166799 0 0 0 0 0 13689 0 12515 0 193003 0 0 0 JONATHAN REIDER DIRECTOR COLLEGE CONSELING 156417 0 0 0 0 0 12721 0 11710 0 180848 0 0 0 KATHERINE GARRETT ACADEMIC DEAN 141728 0 0 0 0 0 11350 0 11729 0 164807 0 0 0 MARIANNA STARK DIR.COMMUNICATIONS/ALUMNI 148982 0 0 0 0 0 12992 0 21227 0 183201 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 $54,000, AND IS INCLUDED IN THE AMOUNT SHOWN IN SCHEDULE J, PART II, COLUMN B (III). A ABAG FINANCE AUTHORITY FOR NONPROFIT CORPORATIONS 943130123 00037CGQ7 2005-07-21 8315000 SERIES A - REFINANCE, ACQUISITION AND CONSTRUCTION OF REAL PROPERTY 0 0 0 B ABAG FINANCE AUTHORITY FOR NONPROFIT CORPORATIONS 943130123 00037CHZ6 2006-05-11 7170000 SERIES B - RENOVATIONS VARIOUS SCHOOL FACILITIES 0 0 0 A 5965000 8315000 166300 97337 8051363 2006 0 0 1 1 B 1700000 7170000 165426 7004574 2007 0 0 1 1 A 0 0 1 0 0 0.02000 0.02000 0 0 1 B 0 0 1 0 0 0.01930 0.01930 0 0 1 A 0 0 1 0 1 0 0 0 1 B 0 0 1 0 1 1 ALLIED IRISH BANK 20.000000000000 0 0 0 0 1 A 0 B 0 SCHEDULE K, PART IV, LINE 4A, COLUMN B: THE ORGANIZATION HAS IDENTIFIED A HEDGE WITH RESPECT TO THE BOND ISSUE ON ITS BOOKS AND RECORDS. THE TERM OF THE HEDGE IS 10 YEARS FOR 50% OF THE BOND AND 20 YEARS FOR THE REMAINING 50%. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 AND THE RELATED CALIFORNIA 199 ARE REVIEWED BY THE SCHOOL'S CFO. 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. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE HEAD OF SCHOOL (I.E., CHIEF EXECUTIVE OFFICER) AND THE CHIEF FINANCIAL OFFICER ARE DETERMINED BY THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. 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 INCUMBENTS IN THESE TWO POSITIONS 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 -12169 4051106 SAN FRANCISCO UNIVERSITY HIGH SCHOOL