2022-03-08T09:23:12-06:00 2021-06-30 410746749 CLIFTONLARSONALLEN LLP 2210 EAST ROUTE 66 GLENDORA CA 91740 990 2020-07-01 262034843 SUMMIT PUBLIC SCHOOLS SUMM 6502579880 780 BROADWAY REDWOOD CITY CA 94063 DIANE TAVENNER CEO 6502579880 2022-03-02 1 DIANE TAVENNER 999009999 WADE MCMULLEN P00541671 6268577300 2022-03-02 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z DIANE TAVENNER 780 BROADWAY REDWOOD CITY CA 94063 55815132 0 X WWW.SUMMITPS.ORG X 2008 CA OPERATES COLLEGE PREPARATORY CALIFORNIA CHARTER SCHOOLS, AND PROGRAMS TO DEVELOP TEACHERS AND SCHOOL LEADERS TO ADDRESS THE CONTINUALLY EVOLVING NEEDS OF THE EDUCATIONAL ECOSYSTEM. 7 7 513 200 0 0 56944822 53028265 2975213 2122861 497982 142001 642361 253076 61060378 55546203 3493240 0 0 0 38219307 38359915 0 0 241425 19137456 18298405 60850003 56658320 210375 -1112117 54341620 48530707 17077424 16504034 37264196 32026673 OPERATES COLLEGE PREPARATORY CALIFORNIA CHARTER SCHOOLS, AND PROGRAMS TO DEVELOP TEACHERS AND SCHOOL LEADERS TO ADDRESS THE CONTINUALLY EVOLVING NEEDS OF THE EDUCATIONAL ECOSYSTEM. 0 0 51084613 2125442 CHARTER SCHOOLS PROVIDING EDUCATIONAL OPPORTUNITIES TO THE SURROUNDING COMMUNITY. DURING THE YEAR ENDED JUNE 30, 2021, SUMMIT PUBLIC SCHOOLS OPERATED 7 CHARTER SCHOOLS AND SERVED APPROXIMATELY 3,500 STUDENTS, AND TEACHER AND LEADER TRAINING PROGRAMS TO RESPOND TO THE DIVERSE NEEDS OF COMMUNITIES IN THE CONTEXT OF CONTINUOUSLY EVOLVING EDUCATIONAL ECO-SYSTEMS. 51084613 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 73 0 513 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X EDWARD LEE 6502579880 780 BROADWAY REDWOOD CITY CA 94063 DIANE TAVENNER CEO 40.00 2.00 X 460398 0 94551 JOYCE MONTGOMERY CFO 40.00 2.00 X 274357 0 43497 ADAM CARTER CHIEF ACADEMIC OFFICER 40.00 X 247759 0 44296 MIRA BROWNE CHIEF EXTERNAL OFFICER 40.00 X 216613 0 47843 JOSHUA LOTSTEIN CHIEF OPERATING OFFICER 40.00 X 217055 0 33440 CAITLYN HERMAN CHIEF ACADEMIC OFFICER 40.00 X 176964 0 43074 ANSON JACKSON SUPERINTENDENT 40.00 X 124371 0 24777 ROBERT OSTER CHAIRMAN 1.00 X X 0 0 0 BLAKE WARNER SECRETARY 1.00 X X 0 0 0 STEVEN HUMPHREYS MEMBER 1.00 X 0 0 0 ANDREW THOMPSON MEMBER 1.00 X 0 0 0 MEG WHITMAN MEMBER 1.00 X 0 0 0 DIEGO ARAMBULA MEMBER 1.00 X 0 0 0 ANISHA MUNSHI MEMBER 1.00 X 0 0 0 1717517 0 331478 40 0 1 0 ADRIANA SAN MILLAN SCHOOL PSYCHOLOGY & S 305 VINEYARD TOWN CENTER 273 MORGAN HILL CA 95037 SPECIAL EDUCATION SERVICES 522402 SWAN CLEANING SOLUTIONS 3499 E BAYSHORE RD 83 REDWOOD CITY CA 94063 CLEANING SERVICE 253430 LARSON COMMUNICATIONS 75 BROADWAY SAN FRANCISCO CA 94111 COMMUNICATIONS AND PUBLIC RELATIONS SERV 218297 EDTHEORY STAFFING SERVICES LLC 6701 KOLL CENTER PARKWAY 250 PLEASANTON CA 94566 TEACHER PLACEMENT AND TEMP AGENCY 211461 BEACON SCHOOL 5670 CAMDEN AVE 102 SAN JOSE CA 95124 SPECIAL EDUCATION SERVICES 179722 7 45414667 7613598 53028265 SERVICE FEES 611710 2120939 2120939 FOOD SALES 611710 1922 1922 2122861 22491 22491 388439 268929 119510 119510 119510 ALL OTHER REVENUE 900099 253076 2581 250495 253076 55546203 2125442 0 392496 X 888449 630431 252375 5643 29617144 27029592 2415578 171974 4389166 4057131 310567 21468 2925948 2698507 205713 21728 539208 491413 44897 2898 332242 332242 941029 941029 82688 82688 5780024 5419840 344014 16170 137324 126581 10619 124 287181 287181 5573473 5472532 100941 63329 62134 1131 64 12561 12561 548157 548157 456011 319427 136584 INSTRUCTIONAL MATERIALS 2103166 1993691 109279 196 STUDENT FOOD AND FOOD S 800810 800810 EXPEDITION CONTRACTOR 357282 357282 STAFF RECRUITING 230578 230578 592550 546765 44625 1160 56658320 51084613 5332282 241425 750634 922242 39152103 29316265 8628502 12710438 1420150 911818 8730914 5113060 3246045 3617854 1144186 1052090 54341620 48530707 2552494 2078780 4465725 4362142 6830785 6830785 3228420 3232327 17077424 16504034 X 36358449 30974583 905747 1052090 37264196 32026673 54341620 48530707 X -1112117 176833 -4302239 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 905747 296343 150000 1052090 980553 53133 127939 905747 1008390 82663 110500 980553 1008390 1008390 1.00000 0 0 7772289 5113060 2659229 958625 958625 3617854 DEFERRED RENT LIABILITY 3232327 3232327 X PART V, LINE 4: SUMMIT WILL USE THESE FUNDS TO CREATE A LARGER ENDOWMENT TO SUPPORT THE LEARNING EXPERIENCE TEAM. PART X, LINE 2: SPS IS A NONPROFIT ENTITY EXEMPT FROM THE PAYMENT OF INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND THE STATE TAXATION CODE. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR INCOME TAXES. MANAGEMENT HAS DETERMINED THAT ALL INCOME TAX POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED UPON POTENTIAL AUDIT OR EXAMINATION; THEREFORE, NO DISCLOSURES OF UNCERTAIN INCOME TAX POSITIONS ARE REQUIRED. THE ENTITY IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THE EXEMPT PURPOSES. THE ENTITY FILES AN EXEMPT RETURN AND APPLICABLE UNRELATED BUSINESS INCOME TAX RETURN IN THE U.S. FEDERAL JURISDICTION AND WITH THE CALIFORNIA FRANCHISE TAX BOARD. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 STUDENTS ARE ADMITTED TO SUMMIT PUBLIC SCHOOLS BY ATTENDING EVENTS THAT ARE OPEN TO THE ENTIRE PUBLIC AND BY FILLING OUT AN APPLICATION AVAILABLE AT THESE EVENTS. STUDENTS WHO FILL OUT AN APPLICATION ARE SELECTED BASED ON AN ANNUAL LOTTERY. INFORMATION IS AVAILABLE TO THE GENERAL PUBLIC ON THE SCHOOL'S WEBSITE. SCHEDULE E, PART I, LINE 6 AS A PUBLIC CHARTER SCHOOL, THE CHARTERS RECEIVE A PER ADA FEE FROM THE CALIFORNIA DEPARTMENT OF EDUCATION FOR EVERY PUPIL ATTENDING THE SCHOOL. ADDITIONALLY, THE CHARTERS ARE ELIGIBLE FOR LOCAL, STATE, FEDERAL PROGRAMS, AND CALIFORNIA LOTTERY FUNDS. X X 0 0 0 0 0 0 0 0 0 DIANE TAVENNER CEO 459458 0 0 0 940 0 76359 0 18192 0 554949 0 0 0 JOYCE MONTGOMERY CFO 273417 0 0 0 940 0 31486 0 12011 0 317854 0 0 0 ADAM CARTER CHIEF ACADEMIC OFFICER 246819 0 0 0 940 0 41104 0 3192 0 292055 0 0 0 MIRA BROWNE CHIEF EXTERNAL OFFICER 215673 0 0 0 940 0 27144 0 20699 0 264456 0 0 0 JOSHUA LOTSTEIN CHIEF OPERATING OFFICER 216115 0 0 0 940 0 27204 0 6236 0 250495 0 0 0 CAITLYN HERMAN CHIEF ACADEMIC OFFICER 176024 0 0 0 940 0 29217 0 13857 0 220038 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S OUTSIDE PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE A DRAFT OF THE RETURN IS AVAILABLE, IT IS REVIEWED BY THE FINANCE TEAM WITH ANY CHANGES OR REVISIONS INCORPORATED INTO THE FILING. THE REVISED RETURN IS THEN SUBMITTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL PRIOR TO SUBMITTING TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS MONITORS AND ENFORCES THE ADHERENCE TO THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATIONAL POLICY FOR ESTABLISHING OPERATING OFFICERS AND KEY MANAGEMENT EMPLOYEES WAGES ARE BASED ON THE STANDARD SALARIES IN THE INDUSTRY IN THE SAME GEOGRAPHICAL AREA. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL PROVIDES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G BANK AND PAYROLL PROCESSING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 267,585. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 267,585. SPECIAL EDUCATION SCHOOL SITE COORDINATORS: PROGRAM SERVICE EXPENSES 2,504,868. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,504,868. CONSULTANTS AND SERVICES: PROGRAM SERVICE EXPENSES 2,051,848. MANAGEMENT AND GENERAL EXPENSES 76,429. FUNDRAISING EXPENSES 16,170. TOTAL EXPENSES 2,144,447. EAL STIPENDS: PROGRAM SERVICE EXPENSES 371,364. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 371,364. GRADUATION AND STUDENT ACTIVITIES: PROGRAM SERVICE EXPENSES 84,255. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 84,255. MENTAL HEALTH COUNSELING: PROGRAM SERVICE EXPENSES 276,897. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 276,897. STUDENT RECRUITMENT: PROGRAM SERVICE EXPENSES 11,974. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,974. SUBSTITUTES: PROGRAM SERVICE EXPENSES 118,634. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 118,634. FORM 990, PART XI, LINE 9: TRANSFER TO COMMUNITY HIGH SCHOOL FOUNDATION -4,302,239. SUMMIT PUBLIC SCHOOLS WASHINGTON 780 BROADWAY ST REDWOOD CITY CA 94063 464118400 CHARTER HIGH SCHOOL WA 501C3 LINE 2 SUMMIT PUBLIC SCHOOLS 1 COMMUNITY HIGH SCHOOL FOUNDATION 780 BROADWAY ST REDWOOD CITY CA 94063 134224216 SUPPORTING FOUNDATION CA 501C3 LINE 7 SUMMIT PUBLIC SCHOOLS 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 0 0 1 0 COMMUNITY HIGH SCHOOL FOUNDATION K 2212392 CASH TRANSFERRED COMMUNITY HIGH SCHOOL FOUNDATION R 4302239 CASH TRANSFERRED SUMMIT PUBLIC SCHOOLS WASHINGTON L 2120939 CASH TRANSFERRED