2025-05-14T14:01:52-05:00 2024-06-30 941254756 HOOD & STRONG LLP 2580 N 1ST ST STE 460 SAN JOSE CA 95131 990 2023-07-01 940338330 THE BRANSON SCHOOL BRAN 4154543612 PO BOX 887 ROSS CA 94957 DAVID HANSON CFOO 4154543612 2025-05-14 1 1 MAGA E KISRIEV P01008919 4089988400 2023 2025-03-06 01:10:19Z CHRIS MAZZOLA PO BOX 887 ROSS CA 94957 35523127 0 X WWW.BRANSON.ORG X 1926 CA TO PROVIDE A QUALITY EDUCATION TO STUDENTS GRADE 9 THROUGH 12. 33 33 176 88 0 0 3848845 9118009 20784971 23661478 1064560 1578109 225135 298734 25923511 34656330 3466437 3966066 0 0 14503066 16873640 0 0 2541848 10144897 8581422 28114400 29421128 -2190889 5235202 77162432 86775568 37205776 37670661 39956656 49104907 TO PROVIDE AN ACADEMICALLY EXCEPTIONAL EDUCATION TO STUDENTS GRADE 9 THROUGH 12 IN A WARM, SUPPORTIVE, AND NURTURING ENVIRONMENT. 0 0 21146264 3966066 23669298 THE BRANSON SCHOOL MAINTAINS AND CONDUCTS A SECONDARY SCHOOL FOR APPROXIMATELY 370 GIRLS AND BOYS IN WHICH THEY ARE PROVIDED WITH SUCH INSTRUCTION AND EDUCATION THAT SHALL BE ADEQUATE FOR THE PREPARATION OF STUDENTS FOR ADMISSION TO UNIVERSITIES AND COLLEGES OF THE HIGHEST ATTAINMENT. THE BRANSON SCHOOL ENCOURAGES STUDENTS TO THINK CRITICALLY, COMMUNICATE CLEARLY, DEVELOP THEIR INDIVIDUAL TALENTS AND INTERESTS, AND PURSUE A LIFE-LONG PASSION FOR LEARNING. 21146264 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 1 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 1 101 0 1 176 1 0 0 0 0 0 0 0 0 0 0 0 0 X 33 33 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 CA X PATRICIA LINE 4154543612 PO BOX 887 ROSS CA 94957 QUOC TRAN BOARD CHAIR 2.00 X X 0 0 0 KEN MCNEELY BOARD CO-VICE CHAIR 2.00 X X 0 0 0 GREG TUSHER BOARD CO-VICE CHAIR 2.00 X X 0 0 0 HADLEY MULLIN BOARD TREASURER 2.00 X X 0 0 0 KRISTIN KEEFFE BOARD SECRETARY 2.00 X X 0 0 0 STEVE ASHLEY TRUSTEE 2.00 X 0 0 0 RICH BOLLINI TRUSTEE 2.00 X 0 0 0 SHELLEY BRANSTEN TRUSTEE 2.00 X 0 0 0 CAMERON BRUGLER TRUSTEE 2.00 X 0 0 0 NANCY CONNERY TRUSTEE 2.00 X 0 0 0 SCOTT CRABILL TRUSTEE 2.00 X 0 0 0 ROGER CRAWFORD TRUSTEE 2.00 X 0 0 0 JIM DIGNAN TRUSTEE 2.00 X 0 0 0 JESSICA DURAN TRUSTEE 2.00 X 0 0 0 ALEXANDER FRASER TRUSTEE 2.00 X 0 0 0 JOSH FISHER TRUSTEE 2.00 X 0 0 0 CELIA GOLDEN TRUSTEE 2.00 X 0 0 0 CHUCK GREENE TRUSTEE 2.00 X 0 0 0 JT HERMAN TRUSTEE 2.00 X 0 0 0 COREEN HESTER TRUSTEE 2.00 X 0 0 0 LIZ HUME TRUSTEE 2.00 X 0 0 0 KATIE HYDE TRUSTEE 2.00 X 0 0 0 SLOAN KLEIN TRUSTEE 2.00 X 0 0 0 COURTNEY BUIE LIPKIN TRUSTEE 2.00 X 0 0 0 ANGELA LIU TRUSTEE 2.00 X 0 0 0 KATRINA O'CONNELL TRUSTEE 2.00 X 0 0 0 SHIH-WEI PENG TRUSTEE 2.00 X 0 0 0 ERIC PROSNITZ TRUSTEE 2.00 X 0 0 0 SHALU SALUJA TRUSTEE 2.00 X 0 0 0 MAYA LANGER SEGAL TRUSTEE 2.00 X 0 0 0 JESSICA SPALY TRUSTEE 2.00 X 0 0 0 CONNIE TREADWELL TRUSTEE 2.00 X 0 0 0 LISA WENDT TRUSTEE 2.00 X 0 0 0 JACK DALY TRUSTEE (THRU AUG 2023) 2.00 X 0 0 0 CHRISTINA K MAZZOLA HEAD OF SCHOOL 40.00 X 581545 0 58901 DAVID HANSON CFOO 40.00 X 327953 0 44693 NATHALIO GRAY ASST HEAD FOR MISSION ADVANCEMENT 40.00 X 229475 0 31407 JIM ZIMMERMAN CAO 40.00 X 341706 0 60396 JEFFREY SYMONDS DIRECTOR OF STUDIES 40.00 X 179694 0 34114 MATTHEW LANE DIRECTOR OF COLLEGE COUNSELING 40.00 X 176450 0 25465 MICHELLE JONES DIRECTOR OF HR 40.00 X 172216 0 29461 AMBER JOHNSON DIRECTOR OF FINANCE 40.00 X 172203 0 18460 2181242 0 302897 62 0 1 0 EPICUREAN GROUP 111 MAIN STREET SUITE 3 LOS ALTOS CA 94022 FOOD SERVICE 1081325 VALLEY PRECISION GRADING INC 3330 LUYUNG DR RANCHO CORDOVA CA 95742 GENERAL CONTRACTOR 818513 AMSNET INC PO BOX 4933 HAYWARD CA 94540 TECHNOLOGY - SECURITY 338291 BAUER'S INTELLIGENT TRANSPORTATION INC PIER 50 SAN FRANCISCO CA 94158 TRANSPORTATION 264639 LARKSPUR BUILDERS INC 1686 UNION ST STE 211 SAN FRANCISCO CA 94123 GENERAL CONTRACTOR 243206 11 9118009 422568 9118009 TUITION AND FEES 611600 22336946 22336946 AUXILIARY SERVICES 611600 1094290 1094290 SUMMER PROGRAMS 611600 225592 225592 OTHER PROGRAM REVENUE 611600 4650 4650 23661478 1413663 1413663 350430 59516 290914 290914 290914 948978 22749 784532 22749 164446 0 164446 164446 OTHER INCOME 900099 7820 7820 7820 34656330 23669298 0 1869023 3966066 3966066 1273975 877640 249459 146876 11776898 8113089 2306053 1357756 943888 577346 292228 74314 1966584 1262278 365081 339225 912295 627896 214620 69779 107708 107708 74467 74467 45412 45412 1856163 1451551 210655 193957 206207 206207 447368 114930 302407 30031 539010 266523 266037 6450 948915 650701 272517 25697 50180 49609 296 275 174181 108991 58013 7177 700078 525059 154017 21002 1211733 908800 266581 36352 289894 289894 ATHLETIC PROGRAM 761526 760265 1110 151 STUDENT PROGRAM 195385 195385 OUTDOOR PROGRAM 114291 114291 LOSS ON ASSET DISPOSAL 113918 85438 25062 3418 744986 490406 231399 23181 29421128 21146264 5733016 2541848 7840682 9562337 11400935 2769292 1192575 5051121 40694 58633 246376 404538 50617747 28078980 22426592 22538767 33381713 44411710 632865 1979170 77162432 86775568 1552307 1297475 9447669 10841002 26205800 25532184 37205776 37670661 X 7352849 8826676 32603807 40278231 39956656 49104907 77162432 86775568 5235202 3913049 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 29941117 1453315 3776718 1220570 33950580 27358725 715475 3120130 1253213 29941117 31511818 1414549 -4379412 1188230 27358725 25933133 45075 6514861 981251 31511818 26568100 39558 529184 1203709 25933133 0.05200 0.56280 0.38520 0 0 5278249 5278249 39290589 23636829 15653760 5288011 4185246 1102765 760898 256905 503993 22538767 X 34685657 3913049 -3897826 15223 34670434 45412 -59516 -14104 34656330 25537406 59516 59516 25477890 45412 3897826 3943238 29421128 PART V, LINE 4: THE BRANSON SCHOOL ENDOWMENT FUNDS ARE PRIMARILY USED TO SUPPORT THE GENERAL OPERATIONS OF THE SCHOOL, INCLUDING FINANCIAL AID SUPPORT. PART X, LINE 2: THE SCHOOL IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER THE INTERNAL REVENUE CODE SECTION 501(C)(3) AND BY THE CALIFORNIA REVENUE AND TAXATION CODE 23701D. ACCORDINGLY, IT HAS NOT PROVIDED FOR INCOME TAXES IN THESE FINANCIAL STATEMENTS. EACH YEAR, MANAGEMENT CONSIDERS WHETHER ANY MATERIAL TAX POSITION THE SCHOOL HAS TAKEN IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITY. MANAGEMENT BELIEVES THAT ANY POSITIONS THE SCHOOL HAS TAKEN ARE SUPPORTED BY SUBSTANTIAL AUTHORITY, AND HENCE, DO NOT NEED TO BE MEASURED OR DISCLOSED IN THESE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID RECLASSIFIED TO EXPENSES -3,783,909. LOSS ON DISPOSAL RECLASSIFIED TO EXPENSES -113,917. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES RECLASSIFIED TO REVENUE -59,516. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES RECLASSIFIED TO REVENUE 59,516. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID RECLASSIFIED TO EXPENSES 3,783,909. LOSS ON DISPOSAL RECLASSIFIED TO EXPENSES 113,917. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE BRANSON SCHOOL PUBLISHED ITS NONDISCRIMINATORY POLICY ON THE SCHOOL'S HOMEPAGE (HTTPS://WWW.BRANSON.ORG/). CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 1976554 0 0 0 0 0 0 1976554 0 1976554 1 0 1 0 0 0 1 FINANCIAL AID 76 3966066 PART I, LINE 2: THE FINANCIAL AID COMMITTEE REVIEWS EACH STUDENT FINANCIAL AID APPLICATION. FINANCIAL AID GRANTS ARE AWARDS TO EACH STUDENT SEPARATE FROM THE ADMISSIONS PROCESS. FINANCIAL AID IS AWARDED FOR TUITION, INCIDENTALS, TECHNOLOGY, ATHLETICS AND GLOBAL/DOMESTIC TRIPS. X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 CHRISTINA K MAZZOLA HEAD OF SCHOOL 567622 0 0 0 13923 0 30526 0 28375 0 640446 0 0 0 JIM ZIMMERMAN CAO 301139 0 0 0 40567 0 25079 0 35317 0 402102 0 0 0 DAVID HANSON CFOO 326104 0 0 0 1849 0 29387 0 15306 0 372646 0 0 0 NATHALIO GRAY ASST HEAD FOR MISSION ADVANCEMENT 228846 0 0 0 629 0 20768 0 10639 0 260882 0 0 0 JEFFREY SYMONDS DIRECTOR OF STUDIES 178015 0 0 0 1679 0 16268 0 17846 0 213808 0 0 0 MATTHEW LANE DIRECTOR OF COLLEGE COUNSELING 175913 0 0 0 537 0 15817 0 9648 0 201915 0 0 0 MICHELLE JONES DIRECTOR OF HR 171410 0 0 0 806 0 14060 0 15401 0 201677 0 0 0 AMBER JOHNSON DIRECTOR OF FINANCE 171596 0 0 0 607 0 15741 0 2719 0 190663 0 0 0 PART I, LINE 1A JIM ZIMMERMAN, CAO, RECEIVED HOUSING ALLOWANCE. THE BENEFIT WAS TREATED AS TAXABLE COMPENSATION. A CALIFORNIA PUBLIC FINANCE AUTHORITY 474447476 2021-02-18 28181875 REFUNDING OF TAX-EXEMPT BONDS, PURCHASE OF 2 RESIDENCES USED BY THE SCHOOL 0 0 0 A 27977372 388408 2343795 25245169 2021 1 1 1 1 A 0 1 0 0 0.00000 0.00000 0.00000 0 0 1 A 1 0 0 0 0 1 A 1 X 19 422568 FMV 0 0 1 0 PART I, COLUMN (B): THIS COLUMN REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED AND APPROVED BY THE FINANCE COMMITTEE BEFORE IT WAS FILED. A COPY OF THE PUBLIC DISCLOSURE VERSION OF FORM 990 WAS PROVIDED TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE MEMBERS OF THE BOARD OF TRUSTEES AND THE HEAD OF SCHOOL SHALL EXERCISE REASONABLE CARE, DISCRETION AND GOOD JUDGEMENT FOR THE BENEFIT OF BRANSON. IN THEIR DEALINGS WITH AND ON BEHALF OF BRANSON, FIDUCIARIES SHALL BE HELD TO A RULE OF HONEST, FAIR AND GOOD FAITH DEALING BETWEEN THEMSELVES AND BRANSON. THEY SHALL NOT USE THEIR POSITIONS, OR KNOWLEDGE GAINED THERE FROM, IN SUCH A WAY THAT A CONFLICT OF INTEREST, A POTENTIAL CONFLICT OF INTEREST OR THE APPEARANCE OF IMPROPRIETY ARISES BETWEEN THE INTEREST OF BRANSON AND THAT OF THE INDIVIDUAL. THE BOARD SHALL ENSURE THAT ANY "MATERIAL" TRANSACTION OR OTHER MATTER INVOLVING BRANSON IN WHICH A FIDUCIARY HAS A PERSONAL, FINANCIAL, OR OTHER INTEREST IS IN THE BEST INTERESTS OF BRANSON. ALL GUIDELINES ARE ENCOMPASSED IN THE EMPLOYEE HANDBOOK AVAILABLE TO BOARD MEMBERS, DIRECTORS, EXECUTIVE COMMITTEE, CFOO AND HEAD OF THE SCHOOL. IF A CONFLICT OF INTEREST EXISTS, THE PERSON SHALL PROMPTLY REPORT THE EXISTENCE OF AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST OR A MATTER GIVING RISE TO THE APPEARANCE OF IMPROPRIETY FOR THEMSELVES OR ANY "FAMILY MEMBERS" ACCORDING TO THE BRANSON SCHOOL CONFLICT OF INTEREST DISCLOSURE STATEMENT PROMPTLY. IN ADDITION, OFFICERS AND BOARD MEMBERS MAY NOT ENGAGE IN TRANSACTIONS THAT WOULD RESULT IN A REAL OR APPARENT CONFLICT OF INTEREST, INCLUDING TRACTIONS WITH FAMILY MEMBERS. NO FIDUCIARY WITH AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST OR THE APPEARANCE OF IMPROPRIETY (INTERESTED PERSON) MAY VOTE ON, OR BE PRESENT AT THE VOTE FOR, A MATTER RELATED THERETO OR BE COUNTED IN DETERMINING THE EXISTENCE OF A QUORUM AT THE MEETING OF THE BOARD OF TRUSTEES AT WHICH SUCH MATTER IS VOTED UPON. AT THE DISCRETION OF THE CHAIR OF THE BOARD, THE INTERESTED PERSON MAY PARTICIPATE IN BOARD DISCUSSIONS CONCERNING SUCH MATTER, BUT SHALL NOT BE COUNTED TOWARD THE QUORUM FOR THE VOTE UPON SUCH MATTER. IF THE INTERESTED PERSON IS UNABLE TO MITIGATE THE CONFLICT OF INTEREST, THE BOARD MAY REMOVE UPON A VOTE OF THE MATTER. FORM 990, PART VI, SECTION B, LINE 15A THE HEAD OF SCHOOL'S COMPENSATION PACKAGE IS DETERMINED EXCLUSIVELY BY THE BOARD OF TRUSTEES. A COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS FORM 990S FILED BY COMPARABLE SCHOOLS. A WRITTEN EMPLOYMENT CONTRACT IS SIGNED BY THE BOARD PRESIDENT AND THE HEAD OF SCHOOL. THE HEAD OF SCHOOL IS RESPONSIBLE FOR DETERMINING COMPENSATION AND BENEFITS FOR KEY EMPLOYEES OF THE SCHOOL. A SURVEY OF COMPENSATION AND BENEFITS CONDUCTED BY ISBOA, AND ORGANIZATION OF SCHOOLS IN THE BAY AREA, IS USED AS A BENCHMARK. THE HEAD OF SCHOOL, CFOO AND DIRECTOR OF HR USE BENCHMARKING TOOLS TO DETERMINE SALARIES/WAGES FOR STAFF LEVEL ROLES. THERE IS A FACULTY SCALE USED FOR ALL FACULTY BASED ON YEARS OF EXPERIENCE. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF TIME SET FORTH IN SEC 6104(D).