2023-12-18T16:19:06-06:00 2023-05-31 271155496 ROBERT LEE & ASSOCIATES LLP 999 W TAYLOR STREET STE A SAN JOSE CA 95126 990 2022-06-01 941613808 THE HARKER SCHOOL HARK 4085535770 4525 UNION AVE SAN JOSE CA 95124 MARTY BRADFORD CFO 4085335770 2023-12-15 1 MARTY BRADFORD 999009999 0 SCOTT R SMEAD P01208759 4088556770 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z BRIAN YAGER 4525 UNION AVE SAN JOSE CA 95124 139841918 0 X WWW.HARKER.ORG X 1965 CA COLLEGE PREP EDUCATION WITH EMPHASIS ON KINDNESS, RESPECT AND INTEGRITY. 11 10 969 450 0 0 7858590 10067180 102478269 108894759 1235347 2621920 493098 684321 112065304 122268180 8269638 8263562 0 0 58680472 61308069 0 0 2528017 26536886 30391256 93486996 99962887 18578308 22305293 301623113 315903546 60535679 53990849 241087434 261912697 THE SCHOOL'S MISSION IS TO EDUCATE STUDENTS FOR SUCCESS AT COLLEGE AND BEYOND, AND TO FOSTER KINDNESS, RESPECT AND INTEGRITY WITHIN A SAFE AND NURTURING ENVIRONMENT. 0 0 81344133 8263562 111534191 THE HARKER SCHOOL IS A COEDUCATIONAL, INDEPENDENT, COLLEGE-PREPARATORY DAY SCHOOL SERVING STUDENTS IN TK-12TH GRADE. THE SCHOOL'S GOAL IS TO DEVELOP LIFELONG LEARNERS AND WELL-ROUNDED GLOBAL CITIZENS. THROUGH COMPREHENSIVE ACADEMIC AND CHARACTER DEVELOPMENT PROGRAMS, THE HARKER SCHOOL PROVIDES A CHALLENGING AND BALANCED EDUCATION FOR COLLEGE-BOUND STUDENTS. 81344133 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 111 0 1 969 1 0 0 0 0 0 0 0 0 0 0 X 11 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X MARTY BRADFORD 4085535770 4525 UNION AVENUE SAN JOSE CA 95124 MARIE CLIFFORD TRUSTEE 5.00 X 0 0 0 ALBERT ZECHER CHAIR OF THE BOARD 5.00 X X 0 0 0 BECKY COX TRUSTEE 5.00 X 0 0 0 HUALI CHAI STANEK TRUSTEE 5.00 X 0 0 0 STEVE LAJALA TRUSTEE 5.00 X 0 0 0 JOHN B OWENS TRUSTEE 5.00 X 0 0 0 SATISH DHARMARAJ TRUSTEE 5.00 X 0 0 0 SURBHI SARNA TRUSTEE 5.00 X 0 0 0 TEJA PATIL TRUSTEE 5.00 X 0 0 0 ANDREW FANG TRUSTEE 5.00 X 0 0 0 BRIAN YAGER HEAD OF SCHOOL 50.00 X 682161 0 83540 MARTIN BRADFORD CHIEF FINANCIAL OFFICER 50.00 X 337651 0 59093 JENNIFER GARGANO ASST. HEAD OF SCHOOL 50.00 X 366049 0 34330 JOSEPH ROSENTHAL DIRECTOR OF ELI AND SUMMER 50.00 X 207354 0 42332 KIMBERLY LOBE EMPLOYEE 50.00 X 256626 0 55462 SARAH J LEONARD EMPLOYEE 40.00 X 244111 0 55462 STEVE MARTIN EMPLOYEE 40.00 X 210143 0 41043 KENDRICKS ALLEN EMPLOYEE 40.00 X 233883 0 69272 2537978 0 440534 185 0 1 0 IQV CONSTRUCTION INC 877 CHESTNUT STREET SAN JOSE CA 95110 CONSTRUCTION SERVICES 2079512 PERFORMANCE FOODSERVICE - LEDYARD PO BOX 399193 SAN FRANCISCO CA 94139 FOOD AND FOOD SERVICE SUPPLIES 1332427 ACADEMIC EXPEDITIONS INC 55 THIRD AVE 1400 NEW YORK NY 10017 TRAVEL AGENCY FOR GROUP STUDENT TRAVEL 1106750 TALISMAN NETWORKS INC 1060 FLORENCE WAY CAMPBELL CA 95008 TELECOMMUNICATION AND DATA NETWOK WIRING 1083682 ACCEL AIR SYSTEMS INC 374 REED STREET SANTA CLARA CA 95050 HVAC SERVICES 978724 5 10067180 3228451 10067180 TUITION AND FEES 611600 108894759 108894759 108894759 2791096 2791096 684321 0 684321 684321 684321 17404562 17422074 151664 -17512 -151664 -169176 -151664 -17512 122268180 111534191 0 666809 8263562 8263562 1562823 1562823 46696335 39374789 6240147 1081399 9589038 7783672 1525762 279604 3459873 2826953 554838 78082 44649 44649 109320 109320 264631 264631 591770 358216 215686 17868 1556188 1269699 251618 34871 2564469 2092358 414646 57465 99601 99601 440692 219039 195209 26444 684923 684923 7480803 6103609 1209563 167631 1064512 868538 172120 23854 OTHER DEPARTMENT EXPENS 5856210 5461550 265858 128802 OUTSIDE SERVICES 3971334 2657999 1218519 94816 STUDENT TRIPS 2492246 2400421 9114 82711 ACADEMICS/STUDENT RELAT 1276958 1276958 1892950 386770 1316341 189839 99962887 81344133 16090737 2528017 3616373 2165012 24336709 38315101 3245758 2458101 197519 298241 119977 107090 649069 941632 267634090 66241765 201476572 201392325 67981136 70226044 301623113 315903546 8298602 8321048 13997292 14110820 38067539 30901663 172246 657318 60535679 53990849 X 229807926 248513453 11279508 13399244 241087434 261912697 301623113 315903546 22305293 -1480030 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15486847 3223663 -335494 249040 18125976 17944540 829566 -785809 -131185 15486847 5681998 11574997 844495 156950 17944540 2662450 2775087 378951 134490 5681998 1729102 697045 344278 107975 2662450 0.21890 0.78105 0 0 31299589 31299589 214459909 52312767 162147142 14480135 9932588 4547547 7394457 3996410 3398047 201392325 CAPITAL LEASE OBLIGATIONS 657318 657318 X 112623644 -1480030 363687 -1116343 113739987 264631 8263562 8528193 122268180 91447706 0 91447706 264631 8250550 8515181 99962887 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT CONSISTS OF INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. PART X, LINE 2: THE ORGANIZATION EVALUATES ITS UNCERTAIN TAX POSITIONS AND WILL RECOGNIZE A LOSS CONTINGENCY WHEN IT IS PROBABLE THAT A LIABILITY HAS BEEN INCURRED AS OF THE DATE OF THE FINANCIAL STATEMENTS AND THE AMOUNT OF THE LOSS CAN BE REASONABLY ESTIMATED. THE AMOUNT RECOGNIZED IS SUBJECT TO ESTIMATE AND MANAGEMENT JUDGEMENT WITH RESPECT TO THE LIKELY OUTCOME OF EACH UNCERTAIN TAX POSITION. THE AMOUNT THAT IS ULTIMATELY SUSTAINED FOR AN INDIVIDUAL UNCERTAIN TAX POSITION OR FOR ALL UNCERTAIN TAX POSITIONS IN THE AGGREGATE COULD DIFFER FROM THE AMOUNT RECOGNIZED. AS OF MAY 31, 2023, MANAGEMENT DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: EMPLOYEE RETENTION CREDIT 13,012. ENDOWMENT APPROPRIATIONS 350,675. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS RECORDED IN THE AUDITED FINANCIAL STATEMENTS AS NET OF REVENUES 8,263,562. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS RECORDED IN THE FINANCIAL STATEMENTS AS NET OF REVENUES 8,263,562. EMPLOYEE RETENTION CREDIT -13,012. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 SCHEDULE E, PART I, LINE 3 THE HARKER SCHOOL ADMITS STUDENTS OF ANY RACE, COLOR, NATIONAL AND ETHNIC ORIGIN TO ALL THE RIGHTS, PRIVILEGES, AND ACTIVITIES GENERALLY ACCORDED OR MADE AVAILABLE TO STUDENTS AT THE SCHOOL. IT DOES NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, NATIONAL AND ETHNIC ORIGIN IN ADMINISTRATION OF ITS EDUCATIONAL POLICIES, ADMISSION POLICIES, SCHOLARSHIP AND LOAN PROGRAMS AND ATHLETIC OR OTHER SCHOOL ADMINISTERED PROGRAMS. SCHEDULE E, PART I, LINE 7 THE HARKER SCHOOL ADMITS STUDENTS OF ANY RACE, COLOR, NATIONAL AND ETHNIC ORIGIN TO ALL THE RIGHTS, PRIVILEGES, AND ACTIVITIES GENERALLY ACCORDED OR MADE AVAILABLE TO STUDENTS AT THE SCHOOL. IT DOES NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, NATIONAL AND ETHNIC ORIGIN IN ADMINISTRATION OF ITS EDUCATIONAL POLICIES, ADMISSION POLICIES, SCHOLARSHIP AND LOAN PROGRAMS AND ATHLETIC OR OTHER SCHOOL ADMINISTERED PROGRAMS. 0 FINANCIAL AID AND STAFF TUITION REDUCTION. 210 8263562 FAIR MARKET VALUE X 1 1 X X X X X X 0 0 0 0 0 0 0 0 0 BRIAN YAGER HEAD OF SCHOOL 440467 0 44388 0 197306 0 32364 0 51176 0 765701 0 0 0 JENNIFER GARGANO ASST. HEAD OF SCHOOL 353576 0 11250 0 1223 0 23787 0 10543 0 400379 0 0 0 MARTIN BRADFORD CHIEF FINANCIAL OFFICER 299969 0 21250 0 16432 0 24076 0 35017 0 396744 0 0 0 KIMBERLY LOBE EMPLOYEE 244382 0 11250 0 994 0 19368 0 36094 0 312088 0 0 0 KENDRICKS ALLEN EMPLOYEE 226639 0 6250 0 994 0 18109 0 51163 0 303155 0 0 0 SARAH J LEONARD EMPLOYEE 231867 0 11250 0 994 0 19368 0 36094 0 299573 0 0 0 STEVE MARTIN EMPLOYEE 199630 0 6250 0 4263 0 16495 0 24548 0 251186 0 0 0 JOSEPH ROSENTHAL DIRECTOR OF ELI AND SUMMER 190124 0 16250 0 980 0 15129 0 27203 0 249686 0 0 0 A ABAG FINANCE AUTHORITY FOR NONPROFIT CORPORATIONS 943130123 00037EDY9 1998-01-01 18230000 TO FINANCE THE FACILITY ACQUISITION, CONSTRUCTION, RENOVATION & EQUIPMENT 0 0 0 B ABAG FINANCE AUTHORITY FOR NONPROFIT CORPORATIONS 943130123 00037CLP3 2007-08-01 20000000 TO DEVELOP THE SCIENCE AND TECHNOLOGY CENTER 0 0 0 C CALIFORNIA MUNICIPAL FINANCE AUTHORITY REVENUE BOND 201563466 13048TPXO 2015-12-31 20000000 TO DEVELOP THE GYM AND THEATRE 0 0 0 D CALIFORNIA MUNICIPAL FINANCE AUTHORITY REVENUE BOND 201563466 000000000 2020-09-02 25000000 TO CONVERT PRESCHOOL TO MIDDLE SCHOOL CAMPUS AT UNION 0 0 0 A 18230000 270596 1998 0 0 1 1 B 20000000 450142 29717128 2008 0 0 1 1 C 20000000 364795 27457130 2016 0 0 1 1 D 25000000 167285 25000000 2021 0 0 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 D 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 0 0 D 0 0 0 0 0 0 0 0 0 A 0 B 0 C 0 D 0 X 28 2757677 AVG HI/LOW GIFT DATE X COMPUTER HARDWARE 114 325100 FMV X COMPUTER SOFTWARE LICENSES 2 143198 FMV X HOTEL ROOM 1 1676 FMV X WINE TASTING TOUR 1 500 FMV X GIFT CARD 1 300 FMV 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT OF THE FORM 990 IS SUBMITTED TO THE CHAIR OF THE AUDIT COMMITTEE (A SUBCOMMITTEE OF THE BOARD OF TRUSTEES). THE AUDIT COMMITTEE IS AUTHORIZED TO APPROVE THE FORM 990 FOR PUBLICATION. THIS PROCEDURE HAS BEEN APPROVED BY THE CHAIRMAN OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY IS BROADCASTED TO ALL FACULTY AND STAFF VIA THE EMPLOYEE HANDBOOK WHICH EACH EMPLOYEE IS RESPONSIBLE FOR REVIEWING. THE POLICY IS ALSO AVAILABLE ONLINE AT THE HARKER'S INTRANET WEBSITE. THE REPORTING PROCEDURAL INFORMATION IS EMBEDDED IN THE TEXT OF THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE HEAD OF SCHOOL'S COMPENSATION PACKAGE IS REVIEWED BY THE COMPENSATION COMMITTEE AND THEN REVIEWED BY AN INDEPENDENT COMPENSATION CONSULTING FIRM FOR REASONABLENESS. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS FORM 1023 AND 990 AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST ONLY.