2024-11-22T07:25:31-06:00 2024-05-31 271155496 ROBERT LEE & ASSOCIATES LLP 999 W TAYLOR STREET STE A SAN JOSE CA 95126 990 2023-06-01 941613808 THE HARKER SCHOOL HARK 4085535770 4525 UNION AVE SAN JOSE CA 95124 MARTY BRADFORD CFO 4085335770 2024-11-07 1 1 SCOTT R SMEAD P01208759 4088556770 2023 2024-10-15 13:58:12Z BRIAN YAGER 4525 UNION AVE SAN JOSE CA 95124 165707836 0 X WWW.HARKER.ORG X 1965 CA COLLEGE PREP EDUCATION WITH EMPHASIS ON KINDNESS, RESPECT AND INTEGRITY. 9 8 994 450 0 0 10067180 12489594 108894759 116270647 2621920 4433303 684321 790513 122268180 133984057 8263562 9000975 0 0 61308069 66167006 0 0 2570474 30391256 37227492 99962887 112395473 22305293 21588584 315903546 340702318 53990849 50352441 261912697 290349877 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 87277132 9000975 119369445 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. 87277132 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 1 196 0 1 994 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 8 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 BECKY COX TRUSTEE 5.00 X 0 0 0 STEVE LAJALA TRUSTEE 5.00 X 0 0 0 JOHN B OWENS CHAIR OF THE BOARD 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 SUKI MOHAMMED TRUSTEE 5.00 X 0 0 0 BRIAN YAGER HEAD OF SCHOOL 50.00 X 587506 0 84463 MARTIN BRADFORD CHIEF FINANCIAL OFFICER 50.00 X 332803 0 64195 JENNIFER GARGANO ASST. HEAD OF SCHOOL 50.00 X 381715 0 35568 KIMBERLY LOBE DIRECTOR OF ADVANCEMENT 50.00 X 266040 0 61197 KRISTIN GIAMMONA EMPLOYEE 40.00 X 223801 0 75427 STEVE MARTIN EMPLOYEE 40.00 X 229100 0 45108 KENDRICKS ALLEN EMPLOYEE 40.00 X 248133 0 77401 PAUL BARSKY EMPLOYEE 40.00 X 244336 0 34232 2513434 0 477591 211 0 1 0 ACADEMIC EXPEDITIONS INC 55 THIRD AVE 1400 NEW YORK NY 10017 TRAVEL AGENCY FOR GROUP STUDENT TRAVEL 1159681 ACCEL AIR SYSTEMS INC 374 REED STREET SANTA CLARA CA 95050 HVAC SERVICES 875701 IT MANAGEMENT CORPORATION 3300 CENTRAL EXPRESSWAY SANTA CLARA CA 95051 IT SERVICES 675234 TALISMAN NETWORKS INC 1060 FLORENCE WAY CAMPBELL CA 95008 TELECOMMUNICATION AND DATA NETWOK WIRING 575494 BUSWEST LLC 210 NORTH EAST ST WOODLAND CA 95776 BUSSING SERVICES 548361 16 12489594 3289023 12489594 TUITION AND FEES 611600 116270647 116270647 116270647 3091808 3091808 790513 0 790513 790513 790513 33058284 6990 31723779 0 1334505 6990 1341495 6990 1334505 133984057 119369445 0 2125018 9000975 9000975 1486250 1486250 50906331 42376070 7327297 1202964 10000377 7799398 1935906 265073 3774048 3055130 631507 87411 4095871 4095871 105750 105750 263861 263861 688651 373989 275241 39421 1610823 1302863 270975 36985 3114816 2519320 523978 71518 606610 606610 7777941 6290940 1308415 178586 1222148 988496 205591 28061 OTHER DEPARTMENT EXPENS 6324336 5839034 227656 257646 OUTSIDE SERVICES 4127583 2618202 1408252 101129 STUDENT TRIPS 3048645 2981131 12409 55105 ACADEMICS/STUDENT RELAT 1406919 1406919 2833538 724665 1862298 246575 112395473 87277132 22547867 2570474 2165012 2556835 38315101 49922105 2458101 3322901 298241 313516 107090 96769 941632 896147 277682906 73930756 201392325 203752150 70226044 79841895 315903546 340702318 8321048 11333258 14110820 13712012 30901663 24783932 657318 523239 53990849 50352441 X 248513453 272097420 13399244 18252457 261912697 290349877 315903546 340702318 21588584 6848596 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18125976 3925182 2787506 415886 24422778 15486847 3223663 -335494 249040 18125976 17944540 829566 -785809 -131185 15486847 5681998 11574997 844495 156950 17944540 2662450 2775087 378951 134490 5681998 0.28831 0.71169 0 0 36433860 36433860 218258599 58641146 159617453 15855389 11138228 4717161 7135058 4151382 2983676 203752150 CAPITAL LEASE OBLIGATIONS 523239 523239 X 131983703 6848596 415886 7264482 124719221 263861 9000975 9264836 133984057 103130637 0 103130637 263861 9000975 9264836 112395473 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, 2024, MANAGEMENT DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: ENDOWMENT APPROPRIATIONS 415,886. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS RECORDED IN THE AUDITED FINANCIAL STATEMENTS AS NET OF REVENUES 9,000,975. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS RECORDED IN THE FINANCIAL STATEMENTS AS NET OF REVENUES 9,000,975. 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. 211 9000975 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 461861 0 43493 0 82152 0 26400 0 58063 0 671969 0 0 0 JENNIFER GARGANO ASST. HEAD OF SCHOOL 370222 0 11223 0 270 0 24383 0 11185 0 417283 0 0 0 MARTIN BRADFORD CHIEF FINANCIAL OFFICER 315026 0 13503 0 4274 0 24632 0 39563 0 396998 0 0 0 KIMBERLY LOBE DIRECTOR OF ADVANCEMENT 253688 0 10994 0 1358 0 20295 0 40902 0 327237 0 0 0 KENDRICKS ALLEN EMPLOYEE 241474 0 5994 0 665 0 19338 0 58063 0 325534 0 0 0 KRISTIN GIAMMONA EMPLOYEE 211435 0 5994 0 6372 0 17364 0 58063 0 299228 0 0 0 PAUL BARSKY EMPLOYEE 237568 0 5994 0 774 0 4547 0 29685 0 278568 0 0 0 STEVE MARTIN EMPLOYEE 217404 0 5994 0 5702 0 17392 0 27716 0 274208 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 32 2795280 AVG HI/LOW GIFT DATE X COMPUTER HARDWARE 58 303770 FMV X COMPUTER SOFTWARE LICENSES 2 143198 FMV X EQUIPMENT 2 35202 X HOTEL ROOM 1 6250 FMV X WINE TASTING TOUR 1 3300 FMV X SPIRITS 1 2024 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.