2015-12-10T13:54:27-06:00 2015-06-30 946214841 ARMANINO LLP 12657 ALCOSTA BOULEVARD SUITE 500 SAN RAMON CA 945834600 990 2014-07-01 940382325 HILLBROOK SCHOOL HILL 4083566116 300 MARCHMONT ROAD LOS GATOS CA 950325659 MARK SILVER HEAD OF SCHOOL 4083566116 2015-12-09 1 JOHN PANETTA P00365375 9257902600 2014 2016-03-07 17:11:31Z MARK SILVER 300 MARCHMONT ROAD LOS GATOS CA 950325659 13960693 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. 17 17 115 210 0 0 1507141 4232395 8862941 9326896 451305 19185 -117375 188628 10704012 13767104 804785 924364 0 0 6848032 7299654 0 0 506171 2960930 3427655 10613747 11651673 90265 2115431 13262411 15767164 5712179 6101501 7550232 9665663 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 8686950 924364 9326896 HILLBROOK IS AN INDEPENDENT, NON-PROFIT, ELEMENTARY SCHOOL THAT OPERATES AN EDUCATIONAL FACILITY FOR APPROXIMATELY 315 STUDENTS IN GRADES PK-8. NINETY FIVE PERCENT OF HILLBROOK GRADUATES APPLY TO AND ARE ACCEPTED AT THEIR FIRST CHOICE PRIVATE HIGH SCHOOLS. 8686950 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 0 0 1 0 1 0 0 0 0 0 0 0 0 1 65 0 1 115 1 0 0 0 0 0 0 0 0 0 0 X 17 17 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 ROAD LOS GATOS CA 950325659 CHUCK HAMMERS CEO 4.00 X X 0 0 0 FIONA GREENE TRUSTEE 4.00 X 0 0 0 TOM EDSALL SECRETARY 4.00 X X 0 0 0 BRIAN UNDERWOOD TRUSTEE 2.00 X 0 0 0 TOM ARCHER TREASURER 4.00 X X 0 0 0 CHRISTINE KENNEDY CHAIR, CAMPUS PLANNING 4.00 X 0 0 0 NANCY YU VP AND CHAIR, COT 2.00 X X 0 0 0 ANDREA EDWARDS TRUSTEE 2.00 X 0 0 0 MARK FRENCH CHAIR, INCLUSIVITY 2.00 X 0 0 0 CHUCK GEIGER CHAIR, CAMPUS : MASTER PLAN 2.00 X 0 0 0 VLADO HERMAN TRUSTEE 2.00 X 0 0 0 MICHAEL MULCAHY TRUSTEE 2.00 X 0 0 0 SONIA SANGSTER CHAIR, ADVANCEMENT 2.00 X 0 0 0 RICHARD WILLIAMSON TRUSTEE 2.00 X 0 0 0 ERIC FOX TRUSTEE 2.00 X 0 0 0 KIRAN KHANNA TRUSTEE 2.00 X 0 0 0 ANN SKEET TRUSTEE 2.00 X 0 0 0 MARK SILVER HEAD OF SCHOOL 40.00 X 313248 0 64323 JUDY PARKS CFO THRU 063014 CHIEF FINANCIAL OFFICER 40.00 X 134127 0 15286 MARGARET RANDAZZO CHIEF FINANCIAL OFFICER 40.00 X 89261 0 9911 STEPHANIE DEITZ HEAD OF LOWER SCHOOL 40.00 X 131924 0 14584 JOSEPH CONNOLLY DIRECTOR OF INSTITUTINAL ADVANCEMENT 40.00 X 142675 0 16410 CHRISTINA PAK HEAD OF MIDDLE SCHOOL 40.00 X 116286 0 12759 927521 0 133273 5 0 1 0 SAN JOSE CONSTRUCTION 1210 COLEMAN AVENUE SANTA CLARA CA 950504397 CONSTRUCTION 433757 SHEPPARD MULLIN RICHTER & HAMPTON LLP 333 S HOPE ST 43RD FLOOR LOS ANGELES CA 90071 LEGAL 147870 EPICUREAN GROUP 111 MAIN STREET SUITE 3 LOS ALTOS CA 94022 FOOD SERVICES 121175 MKTHINK 1500 SANSOME ST SAN FRANCISCO CA 94111 ARCHITECT 115790 DURHAM SCHOOL SERVICES 1506 WHITE OAKS ROAD CAMPBELL CA 95008 BUS SERVICE 109058 6 4232395 145316 4232395 TUITION AND FEES 611600 9083611 9083611 AUXILIARY AND OTHER PR 611600 243285 243285 9326896 17823 17823 1362 0 1362 1362 1362 382217 193589 188628 188628 13767104 9326896 0 207813 924364 924364 525000 210000 210000 105000 4996970 3850196 966094 180680 324348 185160 131093 8095 1033859 765014 227372 41473 419477 311186 90064 18227 544822 47947 410680 86195 886434 765434 105428 15572 128428 128428 378429 344831 23026 10572 47684 45300 1669 715 689458 637749 34473 17236 94945 88086 4573 2286 MISCELLANEOUS EXPENSES 612503 349541 245090 17872 EQUIPMENT & VEHICLE REN 44952 33714 8990 2248 11651673 8686950 2458552 506171 100 100 843132 761781 9024 1997666 40244 45626 93419 138142 19713258 6919409 12245412 12793849 1080 0 30000 30000 13262411 15767164 934798 1110078 4777381 4991423 5712179 6101501 X 6411422 5902690 629452 3072615 509358 690358 7550232 9665663 13262411 15767164 2115431 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 811039 181000 17789 1009828 795218 15821 811039 782112 1050 12056 795218 725934 21000 35178 782112 667819 29835 28280 725934 0.20000 0.69000 0.11000 0 0 742647 742647 14317774 4242448 10075326 1836972 1418177 418795 2815865 1258784 1557081 12793849 X 12842740 0 12842740 924364 924364 13767104 10727309 0 10727309 924364 924364 11651673 PART V, LINE 4: THE SCHOOL'S ENDOWMENT IS USED TO SUPPORT ANNUAL UNRESTRICTED OPERATIONS. PART X, LINE 2: THE SCHOOL HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF JUNE 30, 2015 THE SCHOOL DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. PART XI, LINE 4B - OTHER ADJUSTMENTS: TUITION ASSISTANCE 924,364. PART XII, LINE 4B - OTHER ADJUSTMENTS: TUITION ASSISTANCE 924,364. 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 PUBLISHED ITS RACIALLY NONDISCRIMINATORY POLICY IN THE SAN FRANCISCO CHRONICLE. AUCTION 341657 341657 41456 28402 14273 75277 WALK-A-THON 27455 27455 14615 8389 950 946 1 13105 13105 3616 500 5166 382217 382217 56071 40407 15723 81389 193590 188627 1 TUITION ASSISTANCE 56 924364 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 X 0 1 0 0 0 0 0 0 0 MARK SILVER HEAD OF SCHOOL 313248 0 0 0 0 0 56059 0 8264 0 377571 0 0 0 JOSEPH CONNOLLY DIRECTOR OF INSTITUTINAL ADVANCEMENT 142675 0 0 0 0 0 7476 0 8934 0 159085 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 $1,310. PART I, LINE 4B THE SCHOOL BEGAN A 457F PLAN FOR MARK SILVER. LPL FINANCIAL, 4707 EXECUTIVE DRIVE, SAN DIEGO, CA 92121, IS THE CUSTODIAN. $70,000 IS NOW IN THE ACCOUNT. MARY HAMMERS WIFE OF BOARD OF TRUSTEES CHAIR, CHUCK HAMMERS 10800 MARY HAMMERS IS THE WIFE OF CHUCK HAMMERS, WHO IS CHAIR OF THE BOARD OF TRUSTEES. SHE WAS PAID $10,800 FOR SERVICES AS A COMMUNICATIONS SPECIALIST. 0 X 13 145316 FMV 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 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 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 FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.