2026-05-07T12:45:34-05:00 2025-06-30 461171913 SD MAYER & ASSOCIATES LLP 235 MONTGOMERY STREET 26TH FLOOR SAN FRANCISCO CA 94104 990 2024-07-01 272889011 ALTA VISTA SCHOOL ALTA 4154673700 450 SOMERSET STREET SAN FRANCISCO CA 94134 ROB COUSINS HEAD OF SCHOOL 4154673700 2026-05-04 1 1 STEPHEN D MAYER P00022797 4156914040 2024 2025-03-06 01:10:19Z ROB COUSINS 450 SOMERSET STREET SAN FRANCISCO CA 94134 15702077 0 X WWW.ALTAVISTASCHOOL.ORG X 2010 CA ALTA VISTA SCHOOL PROVIDES ELEMENTARY AND MIDDLE SCHOOL EDUCATION TO ENROLLED STUDENTS. 19 19 100 94 0 0 2718546 2163896 13288041 13522927 50392 15254 1920 0 16058899 15702077 1389205 1669145 0 0 9713290 10055253 0 0 347198 4485224 4218925 15587719 15943323 471180 -241246 29455579 29018852 23663919 23185641 5791660 5833211 AN INDEPENDENT, COMMUNITY ELEMENTARY AND MIDDLE SCHOOL IN SAN FRANCISCO OFFERING A PROGRESSIVE LEARNING ENVIRONMENT WITH AN EMPHASIS ON SCIENCE, MATH AND TECHNOLOGY. 0 0 13290339 1669145 13522927 THE SCHOOL PROVIDES STUDENTS WITH A RIGOROUS, YET FUN AND ENGAGING EDUCATION THROUGH PROGRESSIVE, EXPERIENCE-BASED LEARNING GROUNDED IN THE SCIENTIFIC METHOD AND DELIVERED THROUGH SMALL CLASS SIZES. THE SCHOOL EDUCATES 306 STUDENTS IN GRADES JUNIOR KINDERGARTEN THROUGH FIFTH GRADE AT THE LOWER SCHOOL AND SIXTH THROUGH EIGHTH GRADE AT THE MIDDLE SCHOOL. 13290339 1 1 0 0 0 0 0 0 0 0 1 1 0 1 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 39 0 1 100 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X ROB COUSINS 4154673700 450 SOMERSET STREET SAN FRANCISCO CA 94134 ELIZABETH DREW OUTGOING PRESIDENT 2.00 X 0 0 0 MARY SZCZEPANIK PRESIDENT 2.00 X X 0 0 0 STEPHEN PERKINS TREASURER 2.00 X X 0 0 0 JOMA JONES SECRETARY 2.00 X X 0 0 0 PHILIP ZEYLIGER AT-LARGE EXECUTIVE COMMITTEE MEMBERS: 2.00 X 0 0 0 MICHELLE JOHNSON AT-LARGE EXECUTIVE COMMITTEE MEMBERS 2.00 X 0 0 0 MANJARI BAVISHI TRUSTEE 2.00 X 0 0 0 KIMI PETERS TRUSTEE 2.00 X 0 0 0 LAUREN LIPPMAN TRUSTEE 2.00 X 0 0 0 SARAH ROSE TRUSTEE 2.00 X 0 0 0 TANIA SHAH TRUSTEE 2.00 X 0 0 0 KATE LONG TRUSTEE 2.00 X 0 0 0 R ZACHARY THOMSON TRUSTEE 2.00 X 0 0 0 ANDREW BLACHMAN TRUSTEE 2.00 X 0 0 0 KAREN WHITAKER TRUSTEE 2.00 X 0 0 0 LAUREN QUINT TRUSTEE 2.00 X 0 0 0 PATTI KANGWANKIJ TRUSTEE 2.00 X 0 0 0 KRUTHIKA KATRAGADDA TRUSTEE 2.00 X 0 0 0 SAYA MCKENNA TRUSTEE 2.00 X 0 0 0 ROB COUSINS HEAD OF SCHOOL 40.00 X 228783 0 15630 CHRISTINE KOIDIN CHIEF FINANCIAL AND OPERATING OFFICER 40.00 X 67961 0 5785 KATHLEEN GIBBONS HEAD OF LOWER SCHOOL 40.00 X 215633 0 18567 ELIZABETH DAVIS HEAD OF MIDDLE SCHOOL 40.00 X 179576 0 16725 NOA MENDLEVITCH DIRECTOR OF ADVANCEMENT 40.00 X 170103 0 8036 PNINA PRUZAN BUSINESS MANAGER 40.00 X 177022 0 26451 CARLOS AGUAYO ATHLETICS DIR/MIDDLE SCHOO 40.00 X 122762 0 13926 ABIGAIL MILLER DIRECTOR OF ENROLLMENT MANAGEMENT 40.00 X 145608 0 6547 JOANNE COHEN SCHOOL COUNSELOR 40.00 X 126899 0 21393 SEAN HAMER FORMER HEAD OF SCHOOL 40.00 X 183103 0 15650 1617450 0 148710 9 1 1 0 0 499394 1664502 95825 2163896 TUITION 611110 12828415 12828415 BOOKENDS PROGRAM FEES 611710 622812 622812 BUS FEES 611710 54400 54400 APPLICATION FEES 611110 17300 17300 13522927 15254 15254 15702077 13522927 0 15254 1669145 1669145 691953 509600 182353 7578997 6496153 807395 275449 277607 235110 33244 9253 883855 748554 105844 29457 622841 527496 74587 20758 91915 91915 36900 36900 443975 139251 299244 5480 17584 12745 4839 222956 206764 12667 3525 605983 605983 84260 82152 2108 479780 479780 399065 399065 75720 75720 CLASSROOM MATERIALS 430021 430021 BOOKENDS SUPPLIES & MAT 239494 239494 UTILITIES 157395 157395 PARENT GROUP EXPENSES 131743 131743 802134 219888 578970 3276 15943323 13290339 2305786 347198 21421 0 2734143 1916998 38007 36407 57109 38034 176750 19847363 3260957 16888519 16586406 7264217 8092593 2472838 2150989 29455579 29018852 932621 1116840 4935328 4797532 4720000 4420000 10600000 10665166 2475970 2186103 23663919 23185641 X 5791660 5833211 5791660 5833211 29455579 29018852 -241246 282797 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6454408 6454408 11006445 1246403 9760042 1338495 1083324 255171 460496 456718 3778 587519 474512 113007 16586406 SERIES 2021A BOND 1300000 C US TREASURY BILL 6792593 C 8092593 SECURITY DEPOSIT 50250 OPERATING LEASE ASSET 2100739 2150989 OPERATING LEASE LIABILITY 2186103 2186103 13816335 282797 -1669145 -1386348 15202683 499394 499394 15702077 14274178 0 14274178 1669145 1669145 15943323 PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL ASSISTANCE RECLASSIFIED TO EXPENSES -1,669,145. PART XI, LINE 4B - OTHER ADJUSTMENTS: EMPLOYEE RETENTION CREDIT INCOME 499,394. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL ASSISTANCE RECLASSIFIED TO EXPENSES 1,669,145. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 ALTA VISTA SCHOOL PUBLICIZES ITS POLICY IN ALL EDUCATION AND PROGRAM MATERIALS, AND ON THE SCHOOL'S WEBSITE. ALTA VISTA SCHOOL ALSO PUBLISHED ITS NOTICE OF ITS NONDISCRIMINATORY POLICY IN A NEWSPAPER OF GENERAL CIRCULATION, THE SAN FRANCISCO EXAMINER, DURING THE REPORTING PERIOD. SCHEDULE E, PART I, LINE 1 ALTA VISTA SCHOOL DOES NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, NATIONAL ORIGIN, ETHNIC ORIGIN, RELIGION, GENDER, LIFESTYLE, SEXUAL ORIENTATION, DISABILITY AND AGE IN THE ADMINISTRATION OF ITS EDUCATIONAL POLICIES, ADMISSION POLICIES, FINANCIAL AID AND LOAN PROGRAMS, ATHLETIC AND OTHER SCHOOL-ADMINISTERED PROGRAMS, HIRING PRACTICES, AND PRIVELEGES, PROGRAMS AND ACTIVITIES GENERALLY ACCORDED OR MADE AVAILABLE TO STUDENTS, PARENTS, AND EMPLOYEES OF THE SCHOOL. 1 FINANCIAL AID 78 1669145 PART I, LINE 2: ALTA VISTA SCHOOL PROVIDES A LIMITED NUMBER OF SCHOLARSHIPS FOR TUITION REDUCTION. FINANCIAL AID APPLICATIONS ARE REVIEWED BY THE FINANCIAL AID COMMITTEE, AND AWARDED ON BASIS OF NEED. X X 0 0 0 0 0 0 0 0 0 ROB COUSINS HEAD OF SCHOOL 228783 0 0 0 0 0 0 0 15630 0 244413 0 0 0 KATHLEEN GIBBONS HEAD OF LOWER SCHOOL 215633 0 0 0 0 0 0 0 18567 0 234200 0 0 0 PNINA PRUZAN BUSINESS MANAGER 177022 0 0 0 0 0 0 0 26451 0 203473 0 0 0 SEAN HAMER FORMER HEAD OF SCHOOL 183103 0 0 0 0 0 0 0 15650 0 198753 0 0 0 ELIZABETH DAVIS HEAD OF MIDDLE SCHOOL 179576 0 0 0 0 0 0 0 16725 0 196301 0 0 0 NOA MENDLEVITCH DIRECTOR OF ADVANCEMENT 170103 0 0 0 0 0 0 0 8036 0 178139 0 0 0 ABIGAIL MILLER DIRECTOR OF ENROLLMENT MANAGEMENT 145608 0 0 0 0 0 0 0 6547 0 152155 0 0 0 MISSION STREET COMMERCIAL CONDOMINIUM LLC (ABDUR & ANA CHOWDHURY) COMPANY OWNED BY BOARD MEMBER FUND SCHOOL OPERATIONS X 5820000 3720000 0 1 1 SPILLER STONER FAMILY TRUST TRUST OWNED BY BOARD MEMBER FUND SCHOOL OPERATIONS X 300000 0 0 1 1 PERKINS FAMILY TRUST TRUST OWNED BY BOARD MEMBER FUND SCHOOL OPERATIONS X 500000 500000 0 1 1 JULIE SHUMAKER LIVING TRUST TRUST OWNED BY BOARD MEMBER FUND SCHOOL OPERATIONS X 100000 100000 0 1 1 LAUREN JOSH LIPPMAN BOARD MEMBER FUND SCHOOL OPERATIONS X 100000 100000 0 1 1 4420000 X 9 95825 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION RETAINED A PROFESSIONAL CPA FIRM TO PREPARE THE FORM 990. THE FORM 990 WAS THEN REVIEWED BY THE FINANCE COMMITTEE CHAIR, AUDIT & RISK CHAIR, AND HEAD OF SCHOOL. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ARE REQUIRED TO REFRAIN FROM TRANSACTIONS THAT MAY POSE A CONFLICT WITH ALTA VISTA SCHOOL, AND MUST ANNUALLY SIGN AN AFFIDAVIT TO THAT EFFECT. FORM 990, PART VI, SECTION B, LINE 15 AFTER A REVIEW OF COMPARATIVE SALARIES IN REGIONAL EXEMPT ELEMENTARY SCHOOLS, THE BOARD SETS COMPENSATION FOR THE HEADMASTER. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, EXEMPTION APPLICATION AND FORM 990 ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART XII, LINE 2C: THERE HAS BEEN NO CHANGE IN THE MANNER IN WHICH THE ANNUAL AUDIT IS OVERSEEN BY THE AUDIT COMMITTEE.