2023-08-06T14:31:42-07:00 2022-09-30 990 2021-10-01 680200138 SUMMER SEARCH SUMM 4153625225 304 12th Street Suite 4A Oakland CA 94607 Nick Hutchinson COFO 4158757192 2023-07-31 1 11 1 AAL2 X 2021 2023-04-26 12:10:37Z Ursulina Ramirez 304 12th Street Suite 4A Oakland CA 94607 30628103 0 X www.summersearch.org X 1990 CA The mission of Summer Search is to find resilient low-income high school students and inspire them to become responsible altruistic leaders by providing year-round mentoring, summer experiences, college advising and a lasting support network. 27 26 190 599 0 0 33769129 26269015 37493 213895 133659 100093 46 71 33940327 26583074 1806866 1827214 0 0 13322408 15139240 0 0 4063970 3045734 3838709 18175008 20805163 15765319 5777911 27211830 31916148 1797115 2031111 25414715 29885037 The mission of Summer Search is to find resilient low-income high school students and inspire them to become responsible altruistic leaders by providing year-round mentoring, summer experiences, college advising and alasting support network. 0 0 6077206 1612040 0 SUMMER PLACEMENT AND MENTORING: Each student receives two full scholarships to life-changing summer experiential education programs, including wilderness leadership expeditions, academic enrichment programs, community service, and internships. These programs provide opportunities for growth and connection through concentrated experiences that challenge and empower students. Through mentoring students build supportive and sustained relationships with full-time professional staff mentors and peers to reflect on life experiences, actions, identities, and communities. 5435206 26476 0 Staff training and development: Summer Search conducts a strong training effort to teach the uniquely effective interview process that identifies students that have leadership potential through an original youth development model that identifies three character metrics that it hopes to cultivate in young people: resiliency, altruism, and performance. The Organization provides a comprehensive training to staff in order to develop and improve mentoring skills which can help students develop relational, leadership and resiliency skills. Training is conducted year-round through a series of intensive workshops delivered in person by highly-trained staff and youth development experts. 1029395 110740 0 Alumni Program: An array of alumni services supports graduates to be successful in the world after the post-secondary years through networking events with other alumni and donors and professional development services such as career workshops, internships, and volunteer leadership opportunities. 1660355 77957 213895 Post-secondary access and success services: The Organization provides students support to towards their education and long-term goals. The Post-Secondary Program supports a broad set of mid and long-term outcomes for its participants: educational attainment, career readiness, integrated identity, sense of purpose, and financial well-being. The Organization's redesigned Post-Secondary Program will include the implementation of a three-part service model, which will offer more in-depth matriculation and transition assistance, greater access to social capital through alumni and corporate partners, and increased hands-on career and financial resources. 1660355 77957 213895 14202162 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 97 0 1 190 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 X 27 26 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CA MA NY PA WA X X Nick Hutchingson 4153625225 304 12th Street Suite 4A Oakland CA 94607 Marc Spencer CEO and President 40.00 0 X X 327043 0 4062 Nick Hutchinson COFO and Secretary 40.00 0 X 199560 0 10642 Kristine Leja Executive Director Bay Area 40.00 0 X 184050 0 10861 Eunice Dunham VP of Talent 40.00 0 X 169632 0 22265 Hermese Velasquez Executive Director - Boston 40.00 0 X 165386 0 20672 Peter Retzlaff Executive Director New York 40.00 0 X 172734 0 11713 Megan Sussman VP of Development 40.00 0 X 176209 0 3432 Sylvia McKinney Executive Director - Philadelphia 40.00 0 X 141703 0 4543 Melanie Lyons Executive Director - Seattle 40.00 0 X 128883 0 11600 Teke Kelley Board Chair 10.00 0 X X 0 0 0 Antoine Andrews Director 2.50 0 X 0 0 0 John Brennan Director 2.50 0 X 0 0 0 John Casares until January 4 2022 Director 2.50 0 X 0 0 0 Erik C Christoffersen Director 2.50 0 X 0 0 0 Tyson Clark until December 10 2021 Director 2.50 0 X 0 0 0 Jill Cowan Director 2.50 0 X 0 0 0 Andre M Cuerington Director 2.50 0 X 0 0 0 Stephanie DiMarco Director 2.50 0 X 0 0 0 Jeff Dorigan Director 2.50 0 X 0 0 0 Suzanne Eberhard Director 2.50 0 X 0 0 0 Dana M Emery Director 2.50 0 X 0 0 0 Murphy Grant Director 2.50 0 X 0 0 0 Brandi Hudson Director 2.50 0 X 0 0 0 Angela Jackson Director 2.50 0 X 0 0 0 Robin Klaus Director 2.50 0 X 0 0 0 Sasha Kovriga Director 2.50 0 X 0 0 0 Jean Lee Director 2.50 0 X 0 0 0 Pamela Lehrer Director 2.50 0 X 0 0 0 Bibiana Leite Director 2.50 0 X 0 0 0 Thomas Mattimore Director 2.50 0 X 0 0 0 Kurt Mobley Director 2.50 0 X 0 0 0 Robert Okun Director 2.50 0 X 0 0 0 Jabali Sawicki Director 2.50 0 X 0 0 0 Jeffrey Shames Director 2.50 0 X 0 0 0 Diana Strandberg Director 2.50 0 X 0 0 0 Graves Tompkins Director 2.50 0 X 0 0 0 Erik Toth Director 2.50 0 X 0 0 0 1665200 0 99790 21 0 1 0 0 0 0 1704765 0 442627 24121623 365572 26269015 College Access and Development 923110 213895 213895 0 0 0 0 0 0 213895 146536 0 0 146536 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3368308 0 3414751 0 -46443 0 -46443 0 0 -46443 630278 1704765 630278 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Misc. income 611600 71 71 0 0 0 0 0 0 71 26583074 213966 0 100093 0 0 1827214 1827214 0 0 0 0 386856 143854 98617 144385 0 0 0 0 12229831 8103952 1211614 2914265 231200 159112 17577 54511 1333334 985073 116048 232213 958019 628521 96514 232984 0 0 0 0 2500 0 2500 0 142252 0 142252 0 0 0 0 0 0 0 34270 0 34270 0 816919 413898 325201 77820 41568 2125 8154 31289 77960 68102 6132 3726 329365 169445 108217 51703 0 0 0 0 1319228 1098111 119871 101246 148651 89182 21872 37597 0 0 0 0 49589 29765 15267 4557 0 0 0 0 0 0 0 0 136575 116358 10960 9257 67475 0 67475 0 Communications 207277 149709 14913 42655 Postage and printing 53476 24159 1630 27687 Finance and bank charges 76721 0 17582 59139 Other expenses 334883 193582 102365 38936 20805163 14202162 2539031 4063970 7641142 6989327 100889 0 12041032 16299560 2691 105520 0 0 0 0 0 0 186446 12305 619506 509818 1516661 1166378 230545 350283 6324968 7584037 64611 65298 27211830 31916148 1750882 1974031 0 0 0 0 0 0 0 0 0 0 0 0 0 0 46233 57080 1797115 2031111 X 12300302 12696475 13114413 17188562 25414715 29885037 27211830 31916148 5777911 -1307589 0 0 0 0 X 0 1 X 1 0 X 18378633 19892746 18438830 33769129 26269015 116748353 18378633 19892746 18438830 33769129 26269015 116748353 14272684 102475669 566514 209362 82943 44886 146536 1050241 159 12807 114 46 71 13197 117811791 251388 0.86983 0.85332 X Schedule A, Part II, Line 10 Misc refunds RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 213112 0 2291 0 0 0 215403 213022 0 90 0 0 0 213112 212994 0 28 0 0 0 213022 187958 25000 36 0 0 0 212994 187922 0 36 0 0 0 187958 0 0.99 0.01 0 0 0 0 0 0 0 0 0 0 517410 324189 193221 0 540647 442585 98062 0 458604 399604 59000 350283 0 Deferred rent 57080 57080 X 26002064 -1307589 760849 0 0 -546740 26548804 34270 0 34270 26583074 21531742 760849 0 0 0 760849 20770893 34270 0 34270 20805163 Schedule D, Part V, Line 4 For emergency or Post-Secondary Program funding. Schedule D, Part X, Line 2 The Organization is a qualified organization exempt from federal and California income taxes under the provisions of §501(c)(3) of the Internal Revenue Code and §23701d of the California Revenue and Taxation Code, respectively. U.S. GAAP requires management to evaluate the tax positions taken and recognize a tax liability (or asset) if the Organization has taken an uncertain tax position that more-likely-than-not would not be sustained upon examination by taxing authorities. Management has analyzed the tax positions taken and has concluded that as of September 30, 2022, there are no uncertain tax positions taken or expected to be taken that would require recognition of a tax liability (or asset) or disclosure in the financial statements. The Organization is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods pending or in progress. Fundraising galas 2335043 1704765 630278 0 0 52487 329976 0 247815 0 0 2335043 1704765 630278 0 0 52487 329976 0 247815 630278 0 1 Summer program Experiences 814 58100 1474060 Based in invoices Tuition, equipment, travel, insurance Scholarships 141 129217 0 On-going support 771 79330 86506 Based on invoices Housing assistance, books, computers, bills, travel, gifts Schedule I, Part I, Line 2 Summer Search maintains records for each cash grant and assistance awarded to the recipients. The Organization provides need-based scholarships to pay tuition, room and board of post-secondary related expenses. The student must attend a two or four year college or university. To qualify for cash grants, students must complete a detailed financial form with a clear presentation of financial need and include a copy of their college transcript, if available. X X 0 0 0 1 0 0 0 0 0 Marc Spencer CEO and President 267043 0 60000 0 0 0 2000 0 2062 0 331105 0 0 Nick Hutchinson COO and Secretary 199560 0 0 0 0 0 2000 0 8642 0 210202 0 0 0 Kristine Leja Executive Director Bay Area 179050 0 5000 0 0 0 2000 0 8861 0 194911 0 0 0 Eunice Dunham VP of Talent 169632 0 0 0 0 0 2000 0 20265 0 191897 0 0 0 Hermese Velasquez Executive Director - Boston 160386 0 5000 0 0 0 2000 0 18672 0 186058 0 0 0 Peter Retzlaff Executive Director New York 172734 0 0 0 0 0 2000 0 9713 0 184447 0 0 0 Megan Sussman VP of Development 176209 0 0 0 0 0 2000 0 1432 0 179641 0 0 0 Schedule J, Part I, Line 5 Variable pay for Marc Spencer set up by the Board at the start of the fiscal year. 40% of the variable pay is contingent on exceeding revenue goals. In addition to the revenue the variable pay is also contingent to the following: 10% contingent on expenses; 20% contingent on SMT turnover, retention and employee satisfaction; 15% contingent of specific goals around strategic planning process and 15% contingent on building a National EDI committee and three-year strategy and budget for Champion for Justice and Equity Initiative. X 25 339671 Fair Market Value X Flights 4 1106 Fair Market Value X Supplies 2 45 Fair Market Value X Software 1 24480 Fair Market Value X Event Food 1 270 Fair Market Value 0 0 1 1 Schedule M, Part I, Line 32b Summer Search's gift of publicly traded securities are sold by Morgan Stanley, Inc. Form 990, Part VI, Section B, Line 11b Prior to filing the form 990, a draft of 990 form is provided to the Audit Committee of the Board for review. After this review, the form 990 is sent to all Board members to review and approve. Form 990, Part VI, Section B, Line 12c Summer Search requires each director, officer and key employee to sign a conflict of interest statement of disclosure at the end of each fiscal year. Form 990, Part VI, Section B, Line 15 The Talent committee of the Board approves all compensation related issues on an annual basis. The Committee is comprised of six board members and one non-board member. All seven committee members work directly in the human resources field. The Committee is tasked to review the performance of all officers and management and recommend salary and benefit actions based on individual and organizational performance with guidance from appropriate industry compensation surveys. The compensation decisions are also made in balance organization's operating performance and financial resources. Form 990, Part VI, Section C, Line 19 The Organizations makes all key financial documents, such as the annual audit, form 990 tax return and the Summer Search annual report available to the public on Summer Search website. All other governing documents are not available to the public via the organizational website, but can be issued upon request, if appropriate. The conflict of interest policy is shared and updated annually with the Board of Directors and key employees.