2015-04-21T13:16:01-05:00 2014-06-30 941254756 HOOD & STRONG LLP 100 FIRST STREET 14TH FLOOR SAN FRANCISCO CA 94105 990 2013-07-01 941622034 URBAN SCHOOL OF SAN FRANCISCO URBA 4156262919 1563 PAGE STREET SAN FRANCISCO CA 94117 DIANE WALTERS CFO 4156262919 2015-04-21 1 MAGA E KISRIEV P01008919 4157810793 2013 2016-02-25 16:41:14Z MARK SALKIND 1563 PAGE STREET SAN FRANCISCO CA 94117 19820907 0 X WWW.URBANSCHOOL.ORG X 1966 CA THE SCHOOL PROVIDES COLLEGE PREPARATORY SECONDARY EDUCATION IN GRADES 9 THROUGH 12. 29 29 171 200 0 0 3434799 4703097 13719000 14500179 126200 150679 99974 50021 17379973 19403976 2547370 2745709 0 0 8136364 8413353 12728 5927 689281 4261991 4505462 14958453 15670451 2421520 3733525 38744265 44374237 19621544 20324966 19122721 24049271 X THE URBAN SCHOOL OF SAN FRANCISCO SEEKS TO IGNITE A PASSION FOR LEARNING, INSPIRING ITS STUDENTS TO BECOME SELF-MOTIVATED, ENTHUSIASTIC PARTICIPANTS IN THEIR EDUCATION BOTH IN HIGH SCHOOL AND BEYOND. 0 0 13340420 2745709 14508840 FOUNDED IN 1966, URBAN OFFERS A DEMANDING COLLEGE PREPARATORY PROGRAM IN THE ARTS, ENGLISH, HISTORY, LANGUAGES, MATHEMATICS AND SCIENCE. ALL INCOMING STUDENTS ARE ISSUED STATE-OF-THE-ART LAPTOP COMPUTERS FOR SCHOOL AND HOME USE TO HELP FULLY INTEGRATE TECHNOLOGY INTO THE CURRICULUM. THE SCHOOL FIELDS INTERSCHOLASTIC TEAMS IN MANY SPORTS AND PROVIDES NUMEROUS EXTRACURRICULAR OPPORTUNITIES FOR STUDENT LEADERS, WRITERS AND PERFORMERS. THROUGH FIELDWORK, COMMUNITY SERVICE AND INTERNSHIPS, STUDENTS EXPLORE AND CONTRIBUTE TO OUR OWN HAIGHT-ASHBURY NEIGHBORHOOD, AS WELL AS TO THE LARGER COMMUNITY. URBAN HAS A FACULTY OF 52 FULL- AND PART-TIME TEACHERS AND 375 STUDENTS IN GRADES 9 THROUGH 12. THE TEACHER-STUDENT RATIO IS 1:10. THE URBAN SCHOOL OF SAN FRANCISCO IS ACCREDITED BY THE WESTERN ASSOCIATION OF SCHOOLS AND COLLEGES (WASC), AND IS A MEMBER OF THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS (NAIS), THE CALIFORNIA ASSOCIATION OF INDEPENDENT SCHOOLS (CAIS), THE COUNCIL FOR THE ADVANCEMENT AND SUPPORT OF EDUCATION (CASE), AND THE SECONDARY SCHOOL ADMISSION TEST BOARD. URBAN IS ALSO A MEMBER OF A BETTER CHANCE (ABC), THE BAY COUNTIES LEAGUE (BCL), AND THE NETWORK OF COMPLEMENTARY SCHOOLS.THE URBAN SCHOOL OF SAN FRANCISCO ADMITS STUDENTS WITHOUT REFERENCE TO RACE, COLOR, SEX, RELIGION, SEXUAL ORIENTATION, NATIONAL OR ETHNIC ORIGIN TO ALL THE RIGHTS PRIVILEGES, PROGRAMS, AND ACTIVITIES GENERALLY ACCORDED OR MADE AVAILABLE TO STUDENTS AT THE SCHOOL. IT DOES NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, SEX, RELIGION, SEXUAL ORIENTATION, NATIONAL OR ETHNIC ORIGIN IN ADMINISTRATION OF ITS EDUCATIONAL POLICIES, FINANCIAL AID PROGRAM, ATHLETIC OR SCHOOL-ADMINISTERED PROGRAMS. 13340420 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 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 70 0 171 1 0 0 0 0 0 1 1 0 0 0 0 X 29 29 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X DIANE WALTERS 4156262919 1563 PAGE STREET SAN FRANCISCO CA 941172017 PETER ROSS PRESIDENT 5.00 X X 0 0 0 GEOFF SEARS VICE PRESIDENT 3.00 X X 0 0 0 KARIE BROWN VICE PRESIDENT 3.00 X X 0 0 0 TERRY GAMBLE BOYER VICE PRESIDENT 3.00 X X 0 0 0 LAURA FISHER SECRETARY 3.00 X X 0 0 0 BRIAN MAY TREASURER 3.00 X X 0 0 0 MARIA LUZ AGUDELO TRUSTEE 2.00 X 0 0 0 MICHAEL BROWNE TRUSTEE 2.00 X 0 0 0 ANTHONY ARMSTRONG TRUSTEE 2.00 X 0 0 0 BETSY BUMENTHAL TRUSTEE 2.00 X 0 0 0 STUART DAVIDSON TRUSTEE 2.00 X 0 0 0 SEJAL DESAI TRUSTEE 2.00 X 0 0 0 STEVEN DINKELSPIEL TRUSTEE 2.00 X 0 0 0 SCOTT DRUMMOND TRUSTEE 2.00 X 0 0 0 STEVEN FINGERHOOD TRUSTEE 2.00 X 0 0 0 KENNETH JOHNSON TRUSTEE 2.00 X 0 0 0 DENISE WANG KLINE TRUSTEE 2.00 X 0 0 0 ANN FISCHER-HECHT TRUSTEE 2.00 X 0 0 0 JULIE LEPINARD TRUSTEE 2.00 X 0 0 0 STEVE MORRIS TRUSTEE 2.00 X 0 0 0 WARRINGTON PARKER TRUSTEE 2.00 X 0 0 0 ROBERT ROSNER TRUSTEE 2.00 X 0 0 0 CLAIRE SOLOT TRUSTEE 2.00 X 0 0 0 TARA WILSON TRUSTEE 2.00 X 0 0 0 DEANN WRIGHT TRUSTEE 2.00 X 0 0 0 CHARLES WU TRUSTEE 2.00 X 0 0 0 SERINA LOPEZ TRUSTEE 2.00 X 0 0 0 SCOTT SKLAR TRUSTEE 2.00 X 0 0 0 DAN SPRINGER TRUSTEE 2.00 X 0 0 0 MARK SALKIND CEO/HEAD OF SCHOOL 50.00 X 452188 0 29009 DIANE WALTERS CFO 50.00 X 106855 0 8356 KARI KIERNAN SECRETARY 37.50 X 72997 0 15332 SUSAN MUNN CFO/DIR OF FIN & OPTS (THRU 7/13/13) 50.00 X 130893 0 18388 SUZANNE FORREST ASSISTANT HEAD OF SCHOOL FOR ACADEMICS 40.00 X 153883 0 20185 CHARLOTTE WORSLEY ASSISTANT HEAD OF SCHOOL FOR STUDENT LIFE 40.00 X 149423 0 19837 JONATHAN HOWLAND DEAN OF FACULTY 40.00 X 140503 0 24771 SUSAN LEE DIRECTOR OF COLLEGE COUNSELING 40.00 X 124309 0 10363 IGOR ZAGATSKY DIRECTOR OF INFORMATION SERVICES 40.00 X 115304 0 17168 1446355 0 163409 8 0 1 0 SODEXO INC AND AFFILIATES PO BOX 646 LISLE IL 60532 FACILITY SUPPORT 552830 CYO TRANSPORTATION SERVICES 699 SERRAMONTE BLVD SUITE 210 DALY CITY CA 94015 TRANSPORTATION 356940 DARIOUSH INC 900 DOOLITTLE DRIVE 7A SAN LEANDRO CA 94577 CAFETERIA SERVICES 233714 PFAU LONG ARCHITECTURE LTD 98 JACK LONDON ALLEY SAN FRANCISCO CA 94107 ARCHITECT SERVICES 152133 4 145025 4558072 291662 4703097 TUITION AND FEES 611600 13994434 13994434 TRANSPORTATION 611600 192368 192368 TRIPS REVENUE 611600 174021 174021 SALES REVENUE 611600 57617 57617 OTHER PROGRAM RELATED REVENUE 611600 48104 48104 33635 33635 14500179 148383 148383 46612 54442 -7830 -7830 -7830 300818 298522 2296 2296 2296 103157 145025 63967 39190 39190 10000 0 10000 10000 MISCELLANEOUS REVENUE 900099 8661 8661 8661 19403976 14508840 0 192039 2745709 2745709 834017 170858 549254 113905 6139653 5556976 241024 341653 312119 283623 10701 17795 647417 568643 44965 33809 480147 404837 47724 27586 58544 58544 86811 86811 5927 5927 176468 88458 72401 15609 60942 27426 6675 26841 1708408 1589873 52841 65694 83705 61833 13859 8013 997790 945316 39758 12716 45814 39907 3743 2164 94802 80898 8914 4990 335500 335500 630142 591063 30934 8145 101216 96036 3951 1229 SEMESTER PROGRAMS 72525 72525 BAD DEBT EXPENSE 27608 27608 PROFESSIONAL MEMBERSHIP 25187 16439 5543 3205 15670451 13340420 1640750 689281 3114843 5593535 2944826 4246162 2296746 1873383 6566814 6970582 77221 51564 505464 544493 21791517 9058267 13129913 12733250 9986333 11611749 122105 749519 38744265 44374237 854824 1051253 11239579 11947865 7527141 7325848 19621544 20324966 X 11351633 12555271 6177733 9842310 1593355 1651690 19122721 24049271 38744265 44374237 3733525 1193025 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6924888 146400 914309 44123 7941474 5984570 195848 753781 9311 6924888 5603325 367877 31320 17952 5984570 4560696 348630 693999 5603325 4270576 313074 227046 250000 4560696 0.72040 0.20800 0.07160 0 0 400000 1760455 2160455 618119 16472141 6856295 10233965 11895 508262 449433 70724 16550 1830644 1612852 234342 173451 139687 33764 12733250 X 17905734 1193025 -2745709 -1552684 19458418 -54442 -54442 19403976 12979184 54442 54442 12924742 2745709 2745709 15670451 PART V, LINE 4: PART V, LINE 4: THE SCHOOL'S ENDOWMENT WAS ESTABLISHED TO GENERATE GENERAL OPERATING SUPPORT TO THE ORGANIZATION. IT IS COMPOSED OF THE DONOR-RESTRICTED ENDOWMENT AND THE BOARD DESIGNATED ENDOWMENT. PART X, LINE 2: THE SCHOOL IS A TAX-EXEMPT ORGANIZATION UNDER INTERNAL REVENUE SERVICE CODE SECTION 501(C)(3) AND THE CALIFORNIA TAX CODE. THE SCHOOL HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAD CONCLUDED THAT AS OF JUNE 30, 2014, THE SCHOOL HAS MAINTAINED ITS TAX EXEMPT STATUS AND HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE SCHOOL IS NO LONGER SUBJECT TO INCOME TAX EXAMINATION PRIOR TO 2011 BY THE U.S. FEDERAL TAX AUTHORITY AND PRIOR TO 2010 BY THE STATE TAX AUTHORITY. PART XI, LINE 2D - OTHER ADJUSTMENTS: TUITION ASSISTANCE -2,745,709. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -54,442. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 54,442. PART XII, LINE 4B - OTHER ADJUSTMENTS: TUITION ASSISTANCE 2,745,709. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 NONDISCRIMINATORY POLICY PUBLISHED IN THE SAN FRANCISCO CHRONICLE ANNUAL AUCTION 248182 145025 103157 769 20339 30953 2000 9906 248182 145025 103157 769 20339 30953 2000 9906 63967 39190 1 FINANCIAL AID 110 2745709 PART I, LINE 2 URBAN SCHOOL SUBSCRIBES TO THE SCHOOL AND STUDENT SERVICE FOR FINANCIAL AID (SSS) SERVICE. AFTER FAMILIES SUBMIT DETAILED FINANCIAL INFORMATION, SSS ANALYZES THE DATA AND RECOMMENDS AN AMOUNT THAT EACH FAMILY CAN EXPECT TO PAY FOR EDUCATIONAL EXPENSES. URBAN'S FINANCIAL AID COMMITTEE, WHICH IS NOT A BOARD COMMITTEE, USES THIS FIGURE AS THE BASIS FOR ITS FINANCIAL AWARD CALCULATIONS. FAMILIES MUST ALSO SUBMIT COPIES OF THEIR MOST RECENT FEDERAL TAX FORM 1040. X X X X 0 0 0 0 0 0 0 0 0 MARK SALKIND CEO/HEAD OF SCHOOL 452188 0 0 0 0 0 17150 0 11859 0 481197 0 0 0 SUZANNE FORREST ASSISTANT HEAD OF SCHOOL FOR ACADEMI 153883 0 0 0 0 0 10772 0 9413 0 174068 0 0 0 CHARLOTTE WORSLEY ASSISTANT HEAD OF SCHOOL FOR STUDENT 149423 0 0 0 0 0 10460 0 9377 0 169260 0 0 0 JONATHAN HOWLAND DEAN OF FACULTY 140503 0 0 0 0 0 9835 0 14936 0 165274 0 0 0 A CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY 352273601 2010-09-01 7963676 SEE PART V FOR DESCRIPTION OF PURPOSE 0 0 0 A 7963676 100336 2006 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 0 0 0 0 0 0 A 0 SCHEDULE K, PART I, COLUMN (F) ON SEPTEMBER 1, 2010, THE SCHOOL ENTERED INTO A LOAN AGREEMENT WITH FIRST REPUBLIC BANK AND CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY FOR A TAX-EXEMPT LOAN IN THE AMOUNT OF $8,036,000. THE BANK FUNDED THE LOAN THROUGH THE AUTHORITY WHICH, IN TURN, LENT THE LOAN PROCEEDS TO THE SCHOOL TO (1) REFINANCE THE SCHOOL'S OBLIGATIONS UNDER VARIABLE RATE DEMAND BONDS ISSUED BY THE ABAG FINANCE AUTHORITY FOR NONPROFIT CORPORATIONS THEN OUTSTANDING IN THE AMOUNT OF $6,450,000, (2) FINANCE THE TERMINATION COSTS OF AN INTEREST RATE SWAP IN THE AMOUNT OF $1,393,000, AND (3) FINANCE RELATED TRANSACTION COSTS OF $193,000. THE SCHOOL'S PAYMENT OBLIGATIONS UNDER THE LOAN FROM THE AUTHORITY ARE ASSIGNED TO THE BANK. THE LOAN BEARS A FIXED RATE OF 4.45%, IS FULLY AMORTIZED, AND REQUIRES ANNUAL PAYMENTS OF PRINCIPAL AND INTEREST OF $537,000 TO BE PAID MONTHLY, AND MATURES ON SEPTEMBER 1, 2035. X 12 291662 FAIR MARKET VALUE 0 1 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTORS REFLECTS THE NUMBER OF DONORS, NOT THE NUMBER OF ITEMS DONATED. FORM 990, PART VI, SECTION B, LINE 11 HOOD & STRONG FORWARDED THE FORM 990 TO THE CFO AND THE CONTROLLER. THE CFO AND CONTROLLER FORWARDED THE FORM 990 TO THE HEAD OF SCHOOL AND THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES FOR THEIR REVIEW PRIOR TO FILING THE FORM 990. A COPY OF THE FORM 990 EXCLUDING SCHEDULE B WAS PROVIDED TO THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES FOR REVIEW. GIVEN THE CONFIDENTIAL NATURE OF BOTH THE AMOUNT OF GIFTS TO THE SCHOOL, AS WELL AS IN SOME CASES THE NAMES OF DONORS, THE SCHOOL BELIEVES THAT TO MAKE THIS INFORMATION AVAILABLE TO PERSONS OTHER THAN THOSE ORIGINALLY CONTEMPLATED BY THE DONOR WOULD CONSTITUTE A BREACH OF TRUST. FORM 990, PART VI, SECTION B, LINE 12C THE SCHOOL WILL REQUIRE ALL TRUSTEES AND OFFICERS TO ANNUALLY REVIEW THE CONFLICT OF INTEREST POLICY, AND TO COMPLETE AND SIGN A CONFIDENTIAL CONFLICT OF INTERESTS STATEMENT AND RETURN IT TO THE HEAD'S OFFICE. THE HEAD WILL ANNUALLY MAKE A REPORT TO THE EXECUTIVE COMMITTEE BASED ON THE DISCLOSURE FORMS SUBMITTED. TRUSTEES SHOULD AMEND THEIR STATEMENT IF CIRCUMSTANCES ARISE DURING THE YEAR. THE CFO FOLLOWS UP WITH THE BOARD SECRETARY DURING THE YEAR, TO ENSURE FORMS ARE RETURNED IN A TIMELY MANNER AND NO CONFLICTS EXIST. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD'S EXECUTIVE COMMITTEE ANNUALLY REVIEWS AND DISCUSSES COMPENSATION AND BENEFITS FOR THE HEAD OF SCHOOL AND CFO. OUTSIDE CONSULTANTS ARE HIRED WHEN NECESSARY TO ASSESS COMPENSATION OF SIMILAR POSITIONS. ANNUALLY, THE COMMITTEE REVIEWS COMPENSATION SURVEYS COMPILED BY LOCAL AND NATIONAL INDEPENDENT SCHOOL ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 NO DOCUMENTS AVAILABLE TO THE PUBLIC. THE 1565 BLUES LLC 1563 PAGE STREET SAN FRANCISCO CA 94117 941622034 ACQUIRING, OWNING, OPERATING AND HOLDING REAL PROPERTY AT 1565 PAGE ST. CA -7830 829631 URBAN SCHOOL OF SAN FRANCISCO