2026-03-16T11:27:55-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 901 VIA PIEMONTE SUITE 300 ONTARIO CA 91764 990 2024-07-01 941201211 PRESIDIO HILL SCHOOL PRES 4157519318 3839 WASHINGTON STREET SAN FRANCISCO CA 94118 TONY MORGAN DIRECTOR OF FINANCE AND OPERAT 4157519318 2026-03-13 1 1 WADE MCMULLEN P00541671 9099857286 2026-03-10 2024 2025-03-06 01:10:19Z LISA JELI 3839 WASHINGTON STREET SAN FRANCISCO CA 94118 10106289 0 X WWW.PRESIDIOHILL.ORG X 1918 CA HELP CHILDREN DISCOVER AND DEVELOP THEIR FULL POTENTIAL. 22 19 65 100 0 0 551962 607946 9028306 9237943 120833 99259 20211 147793 9721312 10092941 1909719 2266057 0 0 6478746 6299858 0 0 73763 2391795 2348629 10780260 10914544 -1058948 -821603 22502524 21324918 11820273 11402996 10682251 9921922 X PRESIDIO HILL SCHOOL IS A CO-ED K-8 INDEPENDENT, PROGRESSIVE SCHOOL. LEARNING IS COLLABORATIVE AND AN ACTIVE EXPERIENCE WITH AN EMPHASIS ON INQUIRY. STUDENTS ARE ENGAGED IN THEIR OWN LEARNING AND GUIDED BY AN EXPERT FACULTY THROUGH A CHALLENGING AND INTEGRATED ACADEMIC PROGRAM THAT INSPIRES CURIOSITY AND CRITICAL THINKING. 0 0 9005341 2266057 9371376 OPERATION OF A CO-EDUCATIONAL INDEPENDENT SCHOOL COMMITTED TO MULTI- CULTURALISM AND THE DEVELOPMENT OF ITS STUDENTS INTO ACTIVE AND RESPONSIBLE PARTICIPANTS IN THE WORLD. THE SCHOOL SERVES APPROXIMATELY 210 TK-8TH GRADE STUDENTS. 340326 0 0 PRESIDIO HILL OFFERS AFTER SCHOOL RECREATIONS FOR STUDENTS. INCLUDED IN SUCH, THE ATHLETICS PROGRAM OFFERS A VARIETY OF ATHLETIC OPPORTUNITIES FOR STUDENTS IN GRADES 6-8. THE SCHOOL ALSO OFFERS THREE CAMP WEEKS DURING THE YEAR FOR STUDENTS IN GRADES TK-5: SUMMER CAMP, FEBRUARY CAMP, AND SPRING CAMP. 9345667 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 18 0 1 65 1 0 0 0 0 0 0 0 0 0 0 0 0 X 22 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X TONY MORGAN 4152138602 3839 WASHINGTON STREET SAN FRANCISCO CA 94118 LISA JELI HEAD OF SCHOOL 40.00 X X 532500 0 50565 CHARLES ANTHONY TONY MORGAN DIR. OF FINANCE AND OPERATIONS 40.00 X 255300 0 25494 KELLY DEES DIRECTOR OF ADMISSION 40.00 X 159420 0 37583 JAMES WYGANT MIDDLE SCHOOL DIRECTOR 40.00 X 157103 0 32261 ADRIENNE MOON DIRECTOR OF DEVELOPMENT 40.00 X 149430 0 17568 ROBERT S MANSEAU LEAD TEACHER, TRANSITIONAL KNDRGRTN 40.00 X 120712 0 27660 SARAH GAFFNEY DIR. OF MARKETING & COMMS 40.00 X 115150 0 13316 DANIELA WEHMEYER FACULTY TRUSTEE 40.00 X 90646 0 18990 CAL TAYLOR FACULTY TRUSTEE 40.00 X 79539 0 7961 NOAH BERLAND BOARD CO-CHAIR 8.00 X X 0 0 0 NICOLE LAVALLEE BOARD CO-CHAIR 8.00 X X 0 0 0 SEEMA DALA VICE CHAIR 8.00 X X 0 0 0 MICHELLE CHAN SECRETARY 3.00 X X 0 0 0 BRANDON CHERRY TREASURER 3.00 X X 0 0 0 SUSAN ANDREWS TRUSTEE 3.00 X 0 0 0 ANN BALAJADIA TRUSTEE 3.00 X 0 0 0 BILL CAHAN TRUSTEE 3.00 X 0 0 0 TODD DARLING TRUSTEE 3.00 X 0 0 0 ED DOLLARD TRUSTEE 3.00 X 0 0 0 AMOS ELLISTON TRUSTEE 3.00 X 0 0 0 WENDY HORNG BRAWER TRUSTEE 3.00 X 0 0 0 SEAN JOYCE TRUSTEE 3.00 X 0 0 0 DALLAS KASHUBA TRUSTEE 3.00 X 0 0 0 CATHERINE LEE TRUSTEE 3.00 X 0 0 0 KRISTEL LEOW TRUSTEE 3.00 X 0 0 0 JONATHAN MAGUIRE TRUSTEE 3.00 X 0 0 0 LINDA PETERS TRUSTEE 3.00 X 0 0 0 SHABAN SHAKOORI TRUSTEE 3.00 X 0 0 0 1659800 0 231398 22 0 1 0 0 26984 580962 607946 TUITION AND FEES 611600 9237943 9237943 9237943 99259 99259 6300 0 6300 6300 6300 21408 26984 13348 8060 8060 MISC INCOME 611710 109000 109000 SERVICE CHARGES - INTEREST 611710 20194 20194 SCHOOL LUNCH REVENUE 611710 2662 2662 1577 1577 133433 10092941 9371376 0 113619 2266057 2266057 994856 854926 139930 4213210 3549457 663753 175156 145963 29193 555767 473315 82452 360869 310423 50446 39300 39300 34247 34247 260453 87741 162538 10174 24792 5147 16718 2927 153462 47637 94260 11565 107576 102197 5379 369490 352454 17036 244173 231964 12209 537296 510431 26865 97390 92521 4869 AFTER SCHOOL PROGRAM 133564 133564 BOOKS AND SUPPLIES 109209 109209 FIELD TRIP EXPENSES 54210 54210 ADMISSIONS 17221 17221 166246 18451 98698 49097 10914544 9345667 1495114 73763 4141939 3809689 110196 0 94777 41494 79557 46734 24985529 9587069 15886905 15398460 1870933 2028541 318217 0 22502524 21324918 37987 77595 3223457 3045015 8558829 8280386 11820273 11402996 X 8524374 7613735 2157877 2308187 10682251 9921922 22502524 21324918 -821603 61274 0 X 0 1 X 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2168301 20310 160533 2925 2346219 2080249 28188 116687 56823 2168301 2064928 14966 9097 8742 2080249 1453094 631549 35169 54884 2064928 1217587 3950 231557 384 1453094 0.03630 0.74810 0.21560 0 0 5275000 5275000 18428494 8346435 10082059 1282035 1240634 41401 15398460 X 7901506 61274 -2266057 -2204783 10106289 -13348 -13348 10092941 8661835 13348 13348 8648487 2266057 2266057 10914544 PART V, LINE 4: THE SCHOOL'S ENDOWMENT CONSISTS OF FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. PART X, LINE 2: THE SCHOOL IS A NON-PROFIT ENTITY EXEMPT FROM THE PAYMENT OF INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR INCOME TAXES. THE SCHOOL IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THE EXEMPT PURPOSES. THE SCHOOL FILES AN EXEMPT SCHOOL RETURN AND APPLICABLE UNRELATED BUSINESS INCOME TAX RETURN IN THE U.S. FEDERAL JURISDICTION AND WITH THE CALIFORNIA FRANCHISE TAX BOARD. PART XI, LINE 2D - OTHER ADJUSTMENTS: SCHOLARSHIP AND TUITION ASSISTANCE -2,266,057. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING DIRECT EXPENSES -13,348. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING DIRECT EXPENSES 13,348. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP AND TUITION ASSISTANCE 2,266,057. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 A NONDISCRIMINATORY POLICY STATEMENT IS INCLUDED IN THE APPLICATION, INFORMATION BROCHURE PACKET, FINANCIAL ASSISTANCE MATERIALS, AND SCHOOL'S WEBSITE (WWW.PRESIDIOHILL.ORG) IN THE ADMISSIONS SECTION. SCHEDULE E, PART I, LINE 6 DURING 2024, THE SCHOOL RECEIVED EMPLOYEE RETENTION CREDIT FUNDS FROM THE IRS. SPRING FLING 42084 26984 15100 590 1613 3997 WALK-A-THON 6308 6308 99 5000 1000 1049 48392 26984 21408 99 5590 2613 1049 3997 13348 8060 1 SCHOLARSHIP/FINANCIAL AID 207 2266057 FMV FINANCIAL AID TO STUDENTS PART I, LINE 2: ASSISTANCE TO INDIVIDUALS IS EXCLUSIVELY FOR SCHOLARSHIP REDUCTIONS IN TUITION AND FEES. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 LISA JELI HEAD OF SCHOOL 482500 0 0 0 50000 0 24125 0 26440 0 583065 0 0 0 CHARLES ANTHONY TONY MORGAN DIR. OF FINANCE AND OPERATIONS 255300 0 0 0 0 0 12713 0 12781 0 280794 0 0 0 KELLY DEES DIRECTOR OF ADMISSION 159420 0 0 0 0 0 7919 0 29664 0 197003 0 0 0 JAMES WYGANT MIDDLE SCHOOL DIRECTOR 157103 0 0 0 0 0 6103 0 26158 0 189364 0 0 0 ADRIENNE MOON DIRECTOR OF DEVELOPMENT 149430 0 0 0 0 0 7472 0 10096 0 166998 0 0 0 PART I, LINE 1A THE HEAD OF SCHOOL RECEIVES A HOUSING ALLOWANCE EACH YEAR THAT IS TAXED AT NORMAL APPLICABLE RATES. PART I, LINE 3 THE BOARD'S EXECUTIVE COMMITTEE DETERMINES THE HEAD OF SCHOOL'S COMPENSATION USING COMPARATIVE DATA OF PEER SCHOOLS PROVIDED BY AN AGGREGATED REPORT FROM THE CALIFORNIA INDEPENDENT SCHOOL BUSINESS OFFICERS ASSOCIATION. A CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY 352273601 2021-10-21 9000000 REFINANCING DEBT RELATED TO PROPERTY DEVELOPMENT FOR FACILITIES 0 1 0 A 603935 9000000 132466 822838 8044696 2021 1 0 1 1 A 1 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 A 1 FORM 990, PART VI, SECTION A, LINE 1A IN CERTAIN CIRCUMSTANCES, AND ON A CASE BY CASE BASIS ONLY, THE BOARD DELEGATES AUTHORITY TO THE EXECUTIVE COMMITTEE TO ACT ON THE BOARD'S BEHALF, BUT ONLY WITH PRIOR BOARD APPROVAL. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY SELECT MEMBERS OF THE FINANCE COMMITTEE, AND IS MADE AVAILABLE FOR REVIEW BY ALL BOARD MEMBERS DURING A SECOND SCHEDULED BOARD MEETING. BOARD MEMBERS ARE GIVEN THE OPPORTUNITY TO ASK QUESTIONS OR COMMENT ON THE CONTENT OF THE FORM AND SUCH COMMENTS AND QUESTIONS ARE CAPTURED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION B, LINE 12C MONITORING IS PERFORMED REGULARLY BY THE OFFICERS TO IDENTIFY POTENTIAL CONFLICTS OF INTEREST. BOARD MEMBERS, OFFICERS, EMPLOYEES ARE ALL COVERED BY THE CONFLICT OF INTEREST POLICY. THE BOARD OR DESIGNATED COMMITTEE REVIEWS ANY CONFLICTS PRESENTED BY INTERESTED PARTIES. THE CHAIRPERSON APPOINTS A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE THE TRANSACTION IN QUESTION AND REPORT FINDINGS TO THE BOARD. ALTERNATIVES TO THE PROPOSED TRANSACTION ARE IDENTIFIED AND COMPARED TO THE PROPOSED TRANSACTION. THE BOARD VOTES ON THE MOST BENEFICIAL OPTION FOR THE ORGANIZATION. IF THE BOARD HAS REASON TO BELIEVE AN INTERESTED PERSON HAS FAILED TO DISCLOSE THE POTENTIAL CONFLICT, THE BOARD WILL INVESTIGATE FURTHER AND IF NECESSARY, TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. IF THERE IS A PERSON WITH ACONFLICT THEY RECUSED FROM VOTING ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES NEGOTIATES THE EMPLOYMENT CONTRACT WITH THE BOARD CHAIR, HEAD OF SCHOOL, OR DIRECTOR OF FINANCE AND OPERATIONS. THEY BENCHMARK LEAD ADMINISTRATORS SALARIES TO THE 40TH PERCENTILE OF THOSE IN SIMILAR ROLES AT THEIR PEER SCHOOLS IN SAN FRANCISCO. IF A PERSON IS NEW TO THE LEAD ADMIN ROLE, THEY GENERALLY START THAT PERSON'S SALARY SLIGHTLY BELOW THE 25TH PERCENTILE AND THEY GENERALLY TRY TO INDEX THAT SALARY TO THAT 40TH PERCENTILE WITHIN A FEW YEARS. TO DO THIS, THEY USE ANONYMIZED DATA FOUND ON THE ANNUAL CAL-ISBOA SURVEY, WHICH GIVES A PERCENTILE RANGE FOR EACH POSITION. THIS PEER DATA IS COMPOSED OF SAN FRANCISCO TK-8 INDEPENDENT SCHOOLS. THE HEAD OF SCHOOL AND DIRECTOR OF FINANCE AND OPERATIONS WORK THROUGH EACH SALARY SEPARATELY, AND THEN ADJUST SALARIES RELATIVE TO THE GENERAL PERCENTAGE INCREASE AUTHORIZED BY THE BOARD AND THE ISBOA COMPENSATION DATA. THEY KEEP SOME NOTES BUT DO NOT DOCUMENT ALL CONVERSATIONS ABOUT THE SALARY INCREASES. THEY GO THROUGH THIS PROCESS ANNUALLY, AND THE HEAD OF SCHOOL'S SALARY IS NEGOTIATED SEPARATELY BY THE EXECUTIVE COMMITTEE OF THE BOARD. THE EXECUTIVE COMMITTEE IS PROVIDED THE CURRENT SALARY COMPENSATION DATA FROM THE CAL-ISBOA SURVEY. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.