URBAN SCHOOL OF SAN FRANCISCO: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- URBAN SCHOOL OF SAN FRANCISCO (EIN 94-1622034)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-08
- IRS object ID
- 201311289349301086
- Schema version
- 2011v1.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-08T13:05:41-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941254756 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOOD & STRONG LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 FIRST STREET 14TH FLOOR | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941622034 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | URBAN SCHOOL OF SAN FRANCISCO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | URBA | NameControl |
| Phone | 4156262919 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1563 PAGE STREET | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94117 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SUSAN MUNN | Name |
| Title | CFO & DIR OF FINANCE & OPS | Title |
| Phone | 4156262919 | Phone |
| Date Signed | 2013-05-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK S HANCOCK | Name |
| PTIN | P00857085 | PTIN |
| Phone | 4157810793 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MARK SALKIND | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1563 PAGE STREET | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94117 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 17531872 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.URBANSCHOOL.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1966 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | THE SCHOOL PROVIDES COLLEGE PREPARATORY SECONDARY EDUCATION IN GRADES 9 THROUGH 12. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 26 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 26 | NbrIndependentVotingMembers |
| Total Nbr Employees | 184 | TotalNbrEmployees |
| Total Nbr Volunteers | 200 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1947808 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3644247 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 11996613 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 13317145 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 275581 | InvestmentIncomePriorYear |
| Investment Income Current Year | 380067 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 62737 | OtherRevenuePriorYear |
| Other Revenue Current Year | 62079 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 14282739 | TotalRevenuePriorYear |
| Total Revenue Current Year | 17403538 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2128450 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2490544 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 7343206 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 7942285 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 21211 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 21207 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 638316 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4554438 | OtherExpensePriorYear |
| Other Expenses Current Year | 4405147 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 14047305 | TotalExpensesPriorYear |
| Total Expenses Current Year | 14859183 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 235434 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2544355 | RevenuesLessExpensesCY |
| Total Assets BOY | 32215161 | TotalAssetsBOY |
| Total Assets EOY | 35050234 | TotalAssetsEOY |
| Total Liabilities BOY | 18738946 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 19335245 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 13476215 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 15714989 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE URBAN SCHOOL OF SAN FRANCISCO IS AN INNOVATIVE, CO-EDUCATIONAL DAY SCHOOL WHICH SEEKS TO IGNITE A PASSION FOR LEARNING AND TO INSPIRE ITS STUDENTS TO BECOME SELF-MOTIVATED, ENTHUSIASTIC PARTICIPANTS IN THEIR EDUCATION. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 12566072 | Expense |
| Grants | 2490544 | Grants |
| Revenue | 13335651 | Revenue |
| Description | 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. | Description |
| Total Program Service Expense | 12566072 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 40 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 184 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 26 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 26 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSAN MUNN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4156262919 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1563 PAGE STREET | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 941172017 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (34 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| TERRY GAMBLE BOYER | |||||||
| PRESIDENT | 5.00 | X | 0 | 0 | 0 | ||
| GEOFF SEARS | |||||||
| VICE PRESIDENT | 3.00 | X | 0 | 0 | 0 | ||
| GLENN SHANNON | |||||||
| VICE PRESIDENT | 3.00 | X | 0 | 0 | 0 | ||
| KARIE BROWN | |||||||
| VICE PRESIDENT | 3.00 | X | 0 | 0 | 0 | ||
| KATHY BOLE | |||||||
| VICE PRESIDENT | 3.00 | X | 0 | 0 | 0 | ||
| STEVEN MELIKIAN | |||||||
| VICE PRESIDENT | 3.00 | X | 0 | 0 | 0 | ||
| LAURA FISHER | |||||||
| SECRETARY | 3.00 | X | 0 | 0 | 0 | ||
| PETER ROSS | |||||||
| TREASURER | 2.00 | X | 0 | 0 | 0 | ||
| AISHA LOWE | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| ALEX WONG | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| BRIAN MAY | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| CHARLES WU | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| DEAN WRIGHT | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| DENISE WANG KLINE | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| GARY LUCAS | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JOE KWONG | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| KENNETH JOHNSON | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| LAWRENCE BAER | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| MICHAEL BROWNE | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| MIKE MCCUNE | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| ROBERT ROSNER | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| STEVE MORRIS | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| STEVEN DINKELSPIEL | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| STEVEN FINGERHOOD | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| STUART DAVIDSON | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| WARRINGTON PARKER | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| MARK SALKIND | |||||||
| CEO/HEAD OF SCHOOL | 50.00 | 434887 | 0 | 27449 | X | ||
| SUSAN MUNN | |||||||
| CFO/DIR OF FINANCE & OPERATIONS | 50.00 | 204200 | 0 | 22702 | X | ||
| KARI KIERNAN | |||||||
| SECRETARY/ASST TO HEAD OF SCHOOL | 37.50 | 69680 | 0 | 12519 | X | ||
| SUZANNE FORREST | |||||||
| ASST HEAD OF SCHOOL FOR ACADEMICS | 40.00 | 146833 | 0 | 18215 | X | ||
| CHARLOTTE WORSLEY | |||||||
| ASST HEAD OF SCHOOL FOR STUDENT LIFE | 40.00 | 136714 | 0 | 17424 | X | ||
| JONATHAN HOWLAND | |||||||
| DEAN OF FACULTY | 40.00 | 131148 | 0 | 19287 | X | ||
| SUSAN LEE | |||||||
| DIRECTOR OF COLLEGE COUNSELING | 40.00 | 118553 | 0 | 9876 | X | ||
| BRISEN BRADY | |||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | 111129 | 0 | 14313 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1353144 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 141785 | TotalOtherCompensation |
| Number Individuals GT100 K | 8 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SODEXO | |||||
| DEPT 43283 | LOS ANGELES | CA | 90088 | MAINTENANCE & JANITORIAL SERVICE | 507726 |
| CYO TRANSPORTATION SERVICES | |||||
| 699 SERRAMONTE BLVD 210 | DALY CITY | CA | 94015 | TRANSPORTATION | 379987 |
| DARIOUSH INC | |||||
| 5912 BAGSHOTTE DRIVE | OAKLAND | CA | 94611 | CATERING/CAFETERIA | 198235 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| Fundraising Events | 289845 | FundraisingEvents |
| All Other Contributions | 3354402 | AllOtherContributions |
| Noncash Contributions | 215454 | NoncashContributions |
| Total Contributions | 3644247 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 611600 | 12891642 | 12891642 |
| OTHER PROGRAM RELATED | 611600 | 425503 | 425503 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 13317145 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 97809 | TotalRevenueColumn |
| Exclusion | $97,809 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 47592 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 61620 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -14028 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -14028 | TotalRevenueColumn |
| Exclusion | -$14,028 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 282258 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 282258 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 282258 | TotalRevenueColumn |
| Exclusion | $282,258 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 116765 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 289845 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 66714 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 50051 | TotalRevenueColumn |
| Exclusion | $50,051 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 7550 | GrossIncomeGaming |
| Gaming Direct Expenses | 0 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7550 | TotalRevenueColumn |
| Exclusion | $7,550 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS REVENUE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 18506 | TotalRevenueColumn |
| Related Or Exempt Function Income | 18506 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 18506 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17403538 | TotalRevenueColumn |
| Related Or Exempt Function Income | 13335651 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $423,640 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2490544 | Total |
| Program Services | 2490544 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 779364 | Total |
| Program Services | 162903 | ProgramServices |
| Management And General | 507860 | ManagementAndGeneral |
| Fundraising | 108601 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5843966 | Total |
| Program Services | 5258686 | ProgramServices |
| Management And General | 281500 | ManagementAndGeneral |
| Fundraising | 303780 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 284703 | Total |
| Program Services | 255949 | ProgramServices |
| Management And General | 12277 | ManagementAndGeneral |
| Fundraising | 16477 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 576630 | Total |
| Program Services | 508957 | ProgramServices |
| Management And General | 39566 | ManagementAndGeneral |
| Fundraising | 28107 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 457622 | Total |
| Program Services | 386275 | ProgramServices |
| Management And General | 46111 | ManagementAndGeneral |
| Fundraising | 25236 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7129 | Total |
| Management And General | 7129 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36725 | Total |
| Management And General | 36725 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21207 | Total |
| Fundraising | 21207 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 212278 | Total |
| Program Services | 58705 | ProgramServices |
| Management And General | 148854 | ManagementAndGeneral |
| Fundraising | 4719 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63299 | Total |
| Program Services | 33700 | ProgramServices |
| Management And General | 8991 | ManagementAndGeneral |
| Fundraising | 20608 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1689224 | Total |
| Program Services | 1554223 | ProgramServices |
| Management And General | 67166 | ManagementAndGeneral |
| Fundraising | 67835 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 86251 | Total |
| Program Services | 67521 | ProgramServices |
| Management And General | 12092 | ManagementAndGeneral |
| Fundraising | 6638 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 910255 | Total |
| Program Services | 857541 | ProgramServices |
| Management And General | 40020 | ManagementAndGeneral |
| Fundraising | 12694 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58028 | Total |
| Program Services | 49910 | ProgramServices |
| Management And General | 5299 | ManagementAndGeneral |
| Fundraising | 2819 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 84331 | Total |
| Program Services | 73177 | ProgramServices |
| Management And General | 7284 | ManagementAndGeneral |
| Fundraising | 3870 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 354155 | Total |
| Management And General | 354155 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 667998 | Total |
| Program Services | 626842 | ProgramServices |
| Management And General | 32518 | ManagementAndGeneral |
| Fundraising | 8638 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 98051 | Total |
| Program Services | 93107 | ProgramServices |
| Management And General | 3771 | ManagementAndGeneral |
| Fundraising | 1173 | Fundraising |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| SEMESTER PROGRAMS | 66800 | 66800 | ||
| PROFESSIONAL MEMBERSHIP | 37948 | 21232 | 10802 | 5914 |
| BAD DEBT EXPENSE | 32675 | 32675 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14859183 | Total |
| Program Services | 12566072 | ProgramServices |
| Management And General | 1654795 | ManagementAndGeneral |
| Fundraising | 638316 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2240108 | BOY |
| EOY | 2215405 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47 | BOY |
| EOY | 7920 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 454935 | BOY |
| EOY | 1867341 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6340804 | BOY |
| EOY | 6428504 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 78140 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 501806 | BOY |
| EOY | 660998 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 21135825 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 7756852 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13820054 | BOY |
| EOY | 13378973 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 8699542 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8857407 | BOY |
| EOY | 1713411 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32215161 | BOY |
| EOY | 35050234 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 660454 | BOY |
| EOY | 767027 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10176282 | BOY |
| EOY | 10848647 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7902210 | BOY |
| EOY | 7719571 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18738946 | BOY |
| EOY | 19335245 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10895267 | BOY |
| EOY | 10565499 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1489795 | BOY |
| EOY | 3690460 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1091153 | BOY |
| EOY | 1459030 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13476215 | BOY |
| EOY | 15714989 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32215161 | BOY |
| EOY | 35050234 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 2544355 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -305581 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5603325 | BeginningOfYearBalance |
| Contributions | 367877 | Contributions |
| Investment Earnings Or Losses | 31320 | InvestmentEarningsOrLosses |
| Other Expenditures | 17952 | OtherExpenditures |
| End Of Year Balance | 5984570 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4560696 | BeginningOfYearBalance |
| Contributions | 348630 | Contributions |
| Investment Earnings Or Losses | 693999 | InvestmentEarningsOrLosses |
| End Of Year Balance | 5603325 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4270576 | BeginningOfYearBalance |
| Contributions | 313074 | Contributions |
| Investment Earnings Or Losses | 227046 | InvestmentEarningsOrLosses |
| Other Expenditures | 250000 | OtherExpenditures |
| End Of Year Balance | 4560696 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3960950 | BeginningOfYearBalance |
| Contributions | 282954 | Contributions |
| Investment Earnings Or Losses | 26672 | InvestmentEarningsOrLosses |
| End Of Year Balance | 4270576 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.72790 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.24380 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.02830 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 400000 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 1760455 | OtherCostOrOtherBasis |
| Book Value | 2160455 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 597762 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 16111857 | OtherCostOrOtherBasis |
| Depreciation | 5861292 | Depreciation |
| Book Value | 10848327 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 11895 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 488441 | OtherCostOrOtherBasis |
| Depreciation | 380983 | Depreciation |
| Book Value | 119353 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 9861 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 1615866 | OtherCostOrOtherBasis |
| Depreciation | 1374889 | Depreciation |
| Book Value | 250838 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 139688 | OtherCostOrOtherBasis |
| Depreciation | 139688 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 13378973 | TotalOfBookValueLandBuildings |
| Total Revenue | 17403538 | TotalRevenue |
| Total Expenses | 14859183 | TotalExpenses |
| Excess Or Deficit For Year | 2544355 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -305581 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -305581 | TotalAdjustments |
| Excess Or Deficit Per FS | 2238774 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 14705677 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -305581 | NetUnrealizedGainsInvestments |
| Other Revenues | -2453900 | OtherRevenues |
| Revenue Not Rptd F990 | -2759481 | RevenueNotRptdF990 |
| Revenue Subtotal | 17465158 | RevenueSubtotal |
| Other Revenues Not Included | -61620 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -61620 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 17403538 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 12466903 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 61620 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 61620 | ExpensesNotRptdF990 |
| Expenses Subtotal | 12405283 | ExpensesSubtotal |
| Other Expenses Not Included | 2453900 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 2453900 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 14859183 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE SCHOOL'S ENDOWMENTS CONSIST OF THREE INDIVIDUAL FUNDS, ALL ESTABLISHED TO GENERATE GENERAL OPERATING SUPPORT TO THE ORGANIZATION. ITS ENDOWMENT INCLUDES DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENTS. NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENTS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. THE INVESTMENT OBJECTIVE FOR FUNDS OF THE SCHOOL ALLOCATED TO "ENDOWMENT" BY THE BOARD OF TRUSTEES ("ENDOWMENT") IS TO ACHIEVE THE HIGHEST RETURN FOR THE RISK DEEMED APPROPRIATE BY THE INVESTMENT COMMITTEE. IN ASSESSING RISK, THE INVESTMENT COMMITTEE SHOULD ASSUME THAT THE URBAN SCHOOL'S INVESTMENT HORIZON STRETCHES INTO PERPETUITY AND ITS NEED FOR LIQUIDITY IS LIMITED. EXCEPT IN THOSE CIRCUMSTANCES IN WHICH DOING SO WOULD CAUSE THE ENDOWMENT TO INCUR OUTSIZED RISK, THE INVESTMENT COMMITTEE SHALL, AT A MINIMUM, STRIVE TO ACHIEVE RETURNS THAT MAINTAIN THE ENDOWMENT'S PURCHASING POWER AFTER DISBURSEMENTS. SPECIFICALLY, THE ENDOWMENT'S ANNUAL RETURN SHOULD MATCH OR EXCEED THE INFLATION RATE ASSOCIATED WITH EDUCATIONAL INSTITUTIONS PLUS THE RATE OF ENDOWMENT SPENDING. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE SCHOOL IS A TAX-EXEMPT ORGANIZATION UNDER INTERNAL REVENUE 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, 2012, 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. THE SCHOOL IS NO LONGER SUBJECT TO INCOME TAX EXAMINATION PRIOR TO 2009 BY THE U.S. FEDERAL TAX AUTHORITY AND PRIOR TO 2008 BY THE STATE TAX AUTHORITY. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | TUITION ASSISTANCE -2,453,900. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES -61,620. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 61,620. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | TUITION ASSISTANCE 2,453,900. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 0 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | Identifier |
| Return Reference | SCHEDULE E, PART I, LINE 3 | ReturnReference |
| Explanation | NONDISCRIMINATORY POLICY PUBLISHED IN THE SAN FRANCISCO CHRONICLE | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTS & LUNDY | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 WALL STREET WEST | AddressLine1 |
| City | LYNDHURST | City |
| State | NJ | State |
| ZIP Code | 07071 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | ADVICE ON VARIOUS IN-PERSON NON-GOVERNMENT GRANT SOLICITATIO | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 0 | GrossReceipts |
| Amount Retained By Contractor | 21207 | AmountRetainedByContractor |
| Net To Organization | -21207 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 21207 | TotalRetainedByContractors |
| Total Net To Organization | -21207 | TotalNetToOrganization |
| Licensed States | CA | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ANNUAL AUCTION | NameOfEvent1 |
| Gross Receipts Event1 | 406610 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 289845 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 116765 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 760 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 20384 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 30777 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 2600 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 12193 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 406610 | GrossReceiptsTotal |
| Charitable Contributions Total | 289845 | CharitableContributionsTotal |
| Gross Revenue Total Events | 116765 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 760 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 20384 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 30777 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 2600 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 12193 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 66714 | DirectExpenseSummaryEvents |
| Net Income Summary | 50051 | NetIncomeSummary |
Form990 Schedule G Part IV Form990ScheduleGPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF FUNDRAISING PAYMENTS | Identifier |
| Return Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | ReturnReference |
| Explanation | ADVICE ON VARIOUS IN-PERSON AND NON GOVERNMENT GRANT SOLICITATIONS. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | FINANCIAL AID | TypeOfGrant |
| Number Of Recipients | 104 | NumberOfRecipients |
| Amount Of Cash Grant | 2490544 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Account | X | DiscretionarySpendingAccount |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (5 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARK SALKIND | |||||||||||||
| 434887 | 0 | 0 | 0 | 0 | 0 | 17150 | 0 | 10299 | 0 | 462336 | 0 | 0 | 0 |
| SUSAN MUNN | |||||||||||||
| 204200 | 0 | 0 | 0 | 0 | 0 | 14294 | 0 | 8408 | 0 | 226902 | 0 | 0 | 0 |
| SUZANNE FORREST | |||||||||||||
| 146833 | 0 | 0 | 0 | 0 | 0 | 10278 | 0 | 7937 | 0 | 165048 | 0 | 0 | 0 |
| CHARLOTTE WORSLEY | |||||||||||||
| 136714 | 0 | 0 | 0 | 0 | 0 | 9570 | 0 | 7854 | 0 | 154138 | 0 | 0 | 0 |
| JONATHAN HOWLAND | |||||||||||||
| 131148 | 0 | 0 | 0 | 0 | 0 | 9180 | 0 | 10107 | 0 | 150435 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | THE HEAD OF SCHOOL IS PROVIDED WITH A DISCRETIONARY SPENDING ACCOUNT. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 352273601 | IssuerEIN |
| Date Issued | 2010-09-01 | DateIssued |
| Issue Price | 7963676 | IssuePrice |
| Description Of Purpose | SEE PART V FOR DESCRIPTION OF PURPOSE | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 7963676 | TotalProceeds |
| Issuance Costs From Proceeds | 100336 | IssuanceCostsFromProceeds |
| Working Capital Expenditures | 7863340 | WorkingCapitalExpenditures |
| Year Of Subst Completion | 2006 | YearOfSubstCompletion |
| Current Refunding | 1 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 0 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | SCHEDULE K, PART I, COLUMN (F) - DESCRIPTION OF PURPOSE: 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. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 14 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 215454 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: | Identifier |
| Return Reference | PART I, COLUMN (B): | ReturnReference |
| Explanation | THE NUMBER OF CONTRIBUTORS REFLECTS THE NUMBER OF DONORS, NOT THE NUMBER OF ITEMS DONATED. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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 CONTROLLER FOLLOWS UP WITH BOARD SECRETARY DURING THE YEAR, TO ENSURE FORMS ARE RETURNS 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. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -305,581. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE 1565 BLUES LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1563 PAGE STREET | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94117 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941622034 | EIN |
| Primary Activities | ACQUIRING, OWNING, OPERATING AND HOLDING REAL PROPERTY AT 1565 PAGE ST. | PrimaryActivities |
| Legal Domicile State | CA | LegalDomicileState |
| Total Income | -14028 | TotalIncome |
| EOY Assets | 838027 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE URBAN SCHOOL OF SAN FRANCISCO | BusinessNameLine1 |