Presidio Hill School

Nonprofit profile at a glance

EIN
941201211
IRS 990 coverage
2010–2024
Forms available
Form 990 2024
Location
San Francisco, CA, USA
Phone
4157519318
Rating
83
Verdict
STRONG
Rating confidence
Moderate
Sector
Primary, Elementary Schools

Official website

Reported finances

Revenue
$10,092,941
Expenses
$10,914,544
Assets
$21,324,918
Liabilities
$11,402,996

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

28 people listed

Highest reported compensation

  • LISA JELI (HEAD OF SCHOOL): $583,065 total reported compensation
  • CHARLES ANTHONY TONY MORGAN (DIR. OF FINANCE AND OPERATIONS): $280,794 total reported compensation
  • KELLY DEES (DIRECTOR OF ADMISSION): $197,003 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

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.

What it reported doing in 2024

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.

Operating model

Revenue model
Earned-program. 92% of the money available for current operations came from fees and other program revenue.
Distribution model
Hybrid. The nonprofit split its reported program spending across 76% for direct work, and 24% for grants.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 84
  • Transparency & Controls: 87
  • Accountability: 87
  • Sustainability: 27
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 92.7%; rating input score 93
  • Program expense ratio: 85.6%; rating input score 86
  • Fundraising efficiency: $8.24 raised per $1 spent on fundraising; rating input score 33; 33rd percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
  • Pay-setting controls: 4 of 6 controls in place; rating input score 67
    • Compensation committee: Pass
    • Independent consultant: Missing
    • Other Form 990s reviewed: Pass
    • Written employment contract: Missing
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 86.4%; rating input score 86; 19th percentile among comparable filings
  • Governance controls: 8 of 9 controls in place; rating input score 89
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Fail
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -8.1%; rating input score 12; 12th percentile among comparable filings
  • Total-asset coverage ratio: 1.95; rating input score 61; 61st percentile among comparable filings
  • Liabilities to assets ratio: 0.53; rating input score 26; 26th percentile among comparable filings
  • Officer compensation ratio: 17.3%; rating input score 6; 6th percentile among comparable filings

Growth

  • Program expense growth: 5.8% per year; rating input score 100; 48th percentile among comparable filings
  • Revenue growth: 4.3% per year; rating input score 100; 38th percentile among comparable filings
  • Asset growth: 3.3% per year; rating input score 100; 24th percentile among comparable filings

Details

  • Where the money goes: 92.7% of revenue deployed · 85.6% of spending went to programs
  • Governance: 19 of 22 board members independent · 8 of 9 filing controls reported
  • Programs: 2 filed program accomplishments · $9.3M in reported program spending
  • Leadership: top reported pay $583K · 28 people listed · 4 of 6 pay-setting controls reported
  • Consistency: 34 of 34 current checks pass
  • Schedules: 9 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 15 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: 9 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Financial Efficiency: Fundraising efficiency scored 33/100.
  • High — Sustainability: Operating margin scored 12/100.
  • Review — Accountability: Governance controls: Audit committee oversight not reported.
  • High — Sustainability: Officer compensation ratio scored 6/100.
  • High — Sustainability: Liabilities to assets ratio scored 26/100.