Attach to Form 990 or 990-EZ.| Identifier | Return Reference | Explanation |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE TAXPAYER'S ACCOUNTING FIRM FORWARDED THE FORM 990 TO THE CFO AND CONTROLLER FOR REVIEW. BOARD MEMBERS WERE AFFORDED THE OPPORTUNITY TO REVIEW ALL BUT SCHEDULE B AND WERE ENCOURAGED TO FORWARD THEIR QUESTIONS TO THE ACCOUNTING FIRM OR THE CFO OR CONTROLLER. | |
| FORM 990, PART VI, SECTION B, LINE 12C | IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, ANY TRUSTEE, OFFICER, KEY EMPLOYEE, OR NON-TRUSTEE MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS, WHO HAS DIRECT OR INDIRECT FINANCIAL INTEREST ("INTERESTED PERSON"), MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD OF TRUSTEES. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE BOARD OF TRUSTEE WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING TRUSTEES SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. | |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION FOR THE HEAD OF SCHOOL IS DETERMINED BY THE EXECUTIVE COMMITTEE, AND APPROVED BY THE BOARD OF TRUSTEES. THE EXECUTIVE COMMITTEE CONSIDERED COMPARABLE SALARY AND BENEFITS INFORMATION AVAILABLE THROUGH THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOL AND INDEPENDENT SCHOOLS BUSINESS OFFICERS ASSOCIATION OF NORTHERN CALIFORNIA SURVEYS. THE HEAD OF SCHOOL IS THE SOLE OFFICER WHO RECEIVES COMPENSATION. | |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE LOCATED IN THE OFFICE OF THE ASSISTANT TO THE HEAD OF SCHOOL AND ARE AVAILABLE FOR PUBLIC INSPECTION BY APPOINTMENT. AUDITED FINANCIAL STATEMENTS ARE LOCATED IN THE OFFICE OF THE DIRECTOR OF FINANCE AND OPERATIONS AND ARE AVAILABLE FOR PUBLIC INSPECTION BY APPOINTMENT. |
| Software ID: | |
| Software Version: |