Presidio Hill School at 3839 Washington St, San Francisco, Ca 94118 lists Lisa Jeli and Charles Anthony (Tony) Morgan of San Francisco, CA as associates.
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Charles Anthony (Tony) Morgan
Individual Agent
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3839 WASHINGTON ST, SAN FRANCISCO, CA 94118
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Lisa Jeli
CEO
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3839 WASHINGTON ST, SAN FRANCISCO, CA 94118
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Charles Anthony (Tony) Morgan
Chief Financial Officer
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3839 WASHINGTON ST, SAN FRANCISCO, CA 94118
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Jeni Izuel
Secretary
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3839 WASHINGTON ST, SAN FRANCISCO, CA 94118
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3839 WASHINGTON ST, SAN FRANCISCO, CA 94118
(Mailing)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2021 | Plan NamePRESIDIO HILL SCHOOL 403(B) DC PLAN Plan #001 Participants BOY/EOY107 / 113 Assets BOY/EOY$6,891,996 / $6,110,257 | 2021 | PRESIDIO HILL SCHOOL 403(B) DC PLAN - Plan #001 | 107 / 113 | $6,891,996 / $6,110,257 |
| 2020 | Plan NamePRESIDIO HILL SCHOOL 403(B) DC PLAN Plan #001 Participants BOY/EOY86 / 107 Assets BOY/EOY$4,612,352 / $6,891,996 | 2020 | PRESIDIO HILL SCHOOL 403(B) DC PLAN - Plan #001 | 86 / 107 | $4,612,352 / $6,891,996 |
| 2019 | Plan NamePRESIDIO HILL SCHOOL 403(B) DC PLAN Plan #001 Participants BOY/EOY80 / 86 Assets BOY/EOY$4,201,067 / $4,612,352 | 2019 | PRESIDIO HILL SCHOOL 403(B) DC PLAN - Plan #001 | 80 / 86 | $4,201,067 / $4,612,352 |
| Year | # of Emps | Contributions | Revenue | Expenses | Assets EOY | Liabilities | ||
|---|---|---|---|---|---|---|---|---|
| 2022 | # of Emps75 Contributions$1,598,895 Revenue$10,288,141 Expenses$9,930,070 Assets EOY$22,569,699 Liabilities$11,664,889 | 2022 | 75 | $1,598,895 | $10,288,141 | $9,930,070 | $22,569,699 | $11,664,889 |
| 2021 | # of Emps65 Contributions$1,408,046 Revenue$9,194,725 Expenses$8,911,397 Assets EOY$22,451,927 Liabilities$11,667,425 | 2021 | 65 | $1,408,046 | $9,194,725 | $8,911,397 | $22,451,927 | $11,667,425 |
| 2020 | # of Emps71 Contributions$646,022 Revenue$8,511,521 Expenses$8,289,608 Assets EOY$22,873,885 Liabilities$12,372,711 | 2020 | 71 | $646,022 | $8,511,521 | $8,289,608 | $22,873,885 | $12,372,711 |
| 2019 | # of Emps81 Contributions$1,669,880 Revenue$9,108,496 Expenses$7,796,195 Assets EOY$22,861,446 Liabilities$12,581,690 | 2019 | 81 | $1,669,880 | $9,108,496 | $7,796,195 | $22,861,446 | $12,581,690 |
| 2018 | # of Emps81 Contributions$895,362 Revenue$8,009,575 Expenses$7,227,603 Assets EOY$21,346,347 Liabilities$12,378,892 | 2018 | 81 | $895,362 | $8,009,575 | $7,227,603 | $21,346,347 | $12,378,892 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/11/2020 | Approved$794,300 Forgiven$802,569 LenderCRF Small Business Loan Company, LLC Jobs47 | 04/11/2020 | $794,300 | $802,569 | CRF Small Business Loan Company, LLC | 47 |
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The following government agencies have contributed data:
California Secretary of State U.S. Department of Labor U.S. Small Business Administration Internal Revenue Service