2022-05-16T14:25:26-05:00 2021-06-30 941254756 HOOD & STRONG LLP 275 BATTERY STREET STE 900 SAN FRANCISCO CA 94111 990 2020-07-01 940338330 THE BRANSON SCHOOL BRAN 4154543612 PO BOX 887 ROSS CA 94957 DAVID HANSON CFOO 4154543612 2022-05-16 1 DAVID HANSON 999009999 MAGA E KISRIEV P01008919 4157810793 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z CHRIS MAZZOLA PO BOX 887 ROSS CA 94957 28430308 0 X WWW.BRANSON.ORG X 1926 CA TO PROVIDE A QUALITY EDUCATION TO STUDENTS GRADE 9 THROUGH 12. 25 25 141 100 0 0 2467428 3802928 16520709 17792902 3241202 4373085 45398 -23791 22274737 25945124 2453827 2644408 0 0 11573974 12791531 0 35300 1141846 6995993 9192651 21023794 24663890 1250943 1281234 76168406 85495274 34274256 36730626 41894150 48764648 TO PROVIDE AN ACADEMICALLY EXCEPTIONAL EDUCATION TO STUDENTS GRADE 9 THROUGH 12 IN A WARM, SUPPORTIVE, AND NURTURING ENVIRONMENT. 0 0 14614601 2644408 17793699 THE BRANSON SCHOOL MAINTAINS AND CONDUCTS A SECONDARY SCHOOL FOR APPROXIMATELY 320 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. 14614601 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 0 0 0 1 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 1 166 0 1 141 1 0 0 0 0 0 0 0 0 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 CA X AMBER JOHNSON DIRECTOR OF FINANCE 4154543612 PO BOX 887 ROSS CA 94957 CLAUDIA LEWIS BOARD CHAIR 2.00 X 0 0 0 QUOC TRAN CO-VICE CHAIR 2.00 X 0 0 0 BEN BODIPO-MEMBA CO-VICE CHAIR 2.00 X 0 0 0 HADLEY MULLIN TREASURER 2.00 X 0 0 0 KRISTIN KEEFE SECRETARY 2.00 X 0 0 0 STEVE FLETCHER TRUSTEE 2.00 X 0 0 0 STEVE ASHLEY TRUSTEE 2.00 X 0 0 0 SAVI BAVEJA TRUSTEE 2.00 X 0 0 0 JACK DALY TRUSTEE 2.00 X 0 0 0 JOSH FISHER TRUSTEE 2.00 X 0 0 0 ERIC PROSNITZ TRUSTEE 2.00 X 0 0 0 DAVID SHIMMON TRUSTEE 2.00 X 0 0 0 GREG TUSHER TRUSTEE 2.00 X 0 0 0 LISA WENDT TRUSTEE 2.00 X 0 0 0 CONNIE TREADWELL TRUSTEE 2.00 X 0 0 0 JULIE CARLUCCI TRUSTEE 2.00 X 0 0 0 LUPE GALLEGOS-DIAZ TRUSTEE 2.00 X 0 0 0 COREEN HESTER TRUSTEE 2.00 X 0 0 0 KEN MCNEELY TRUSTEE 2.00 X 0 0 0 MAYA SEGAL TRUSTEE 2.00 X 0 0 0 ALLY SIEVERS TRUSTEE 2.00 X 0 0 0 NANCY KAMI TRUSTEE 2.00 X 0 0 0 JOHNATHAN LOGAN JR TRUSTEE 2.00 X 0 0 0 SLOAN KLEIN TRUSTEE 2.00 X 0 0 0 NANCY SACKSON TRUSTEE 2.00 X 0 0 0 CHRISTINA MAZZOLA HEAD OF SCHOOL 40.00 X 492465 0 25182 DAVID HANSON CFOO (STARTED 6/22/20) 40.00 X 175768 0 14469 BENJAMIN PASTOR CHIEF ADVANCEMENT OFFICER 40.00 X 216277 0 14661 JEFFREY K SYMONDS ENGLISH & MUSIC TEACHER 40.00 X 199457 0 25939 AMBER JOHNSON DIRECTOR OF FINANCE 40.00 X 181851 0 11695 MEREDITH E HERRERA DEAN OF STUDENT LIFE & INCLUSION 40.00 X 166255 0 13409 DAVID SCOTT ENGLISH TEACHER 40.00 X 166262 0 29395 1598335 0 134750 46 0 1 0 PEAK BUILDING SERVICES 845 OLIVE AVENUE SUITE 211 NOVATO CA 94945 JANITORIAL SERVICES 136537 1 841167 2961761 304692 3802928 TUITION AND FEES 611600 16636429 16636429 AUXILIARY SERVICES 611600 830375 830375 SUMMER PROGRAMS 611600 312837 312837 OTHER PROGRAM REVENUE 611600 13261 13261 17792902 1192197 1192197 198150 222738 -24588 -24588 -24588 5443334 2262446 3180888 3180888 3180888 INSURANCE PROCEEDS 900099 797 797 797 25945124 17793699 0 4348497 2644408 2644408 869350 130385 608580 130385 9427730 5567797 3235752 624181 558377 362945 164220 31212 1255878 816321 366990 72567 680196 410202 228945 41049 113221 113221 64279 64279 35300 35300 115990 115990 1450241 843817 576230 30194 178583 148021 30562 152218 118021 33254 943 601872 481498 120374 947049 682284 237994 26771 24738 15712 8460 566 99663 63449 34165 2049 734397 550222 162586 21589 1542454 1168095 328526 45833 264009 197800 58448 7761 ATHLETIC PROGRAM 400837 398703 1884 250 BOOKS FOR RESALE/RENTAL 91711 33973 51569 6169 MEMBERSHIPS 65276 24181 36704 4391 CAPITAL CAMPAIGN EXP. 35300 13076 19849 2375 2310813 91712 2191402 27699 24663890 14614601 8907443 1141846 9985974 10970566 2667416 1332869 147131 453661 207036 664686 82151 187144 45200442 25218978 20606788 19981464 42436971 51873808 34939 31076 76168406 85495274 1040000 3519408 9378894 9603399 21484757 23607819 2370605 0 34274256 36730626 X 13662264 14656498 28231886 34108150 41894150 48764648 76168406 85495274 X 1281234 5595764 -6500 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25933133 45075 6514861 981251 31511818 26568100 39558 529184 1203709 25933133 26003703 71363 1522163 1029129 26568100 24480162 81190 2347620 905269 26003703 21453313 627697 3171427 772275 24480162 0.03670 0.50340 0.45990 0 0 1333389 1333389 38793463 21083670 17709793 4947826 4135308 812518 125764 125764 19981464 X 29215626 5595764 6775 -2438785 3163754 26051872 115990 -222738 -106748 25945124 22345128 6775 224238 231013 22114115 115990 2433785 2549775 24663890 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 -2,433,785. LOSSES ON UNCOLLECTIBLE PLEDGES NETTED AGAINST REVENUE -5,000. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES RECLASSIFIED TO REVENUE -222,738. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES RECLASSIFIED TO REVENUE 222,738. LOSSES ON UNCOLLECTIBLE PLEDGES INCLUDED IN EXPENSES 1,500. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID RECLASSIFIED TO EXPENSES 2,433,785. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE BRANSON SCHOOL PUBLISHED ITS NONDISCRIMINATORY POLICY ON THE SCHOOL'S HOMEPAGE (HTTPS://WWW.BRANSON.ORG/). SCHEDULE E, PART I, LINE 6 AS PART OF THE CORONAVIRUS AID, RELIEF AND ECONOMIC SECURITY ACT (CARES ACT), THE SCHOOL HAS APPLIED FOR THE EMPLOYEE RETENTION TAX CREDIT FOR THE PERIOD OF JANUARY 1,2020 - SEPTEMBER 30, 2020 AND HAS RECORDED A CREDIT OF $516,531. IN ADDITION, THE SCHOOL HAS RECEIVED A $324,636 GRANT FROM THE EMERGENCY ASSISTANCE TO NON-PUBLIC SCHOOLS (EANS) FUNDING PROGRAM THROUGH THE CALIFORNIA DEPARTMENT OF EDUCATION TO ASSIST WITH EXPENSES INCURRED AS A RESULT OF THE PANDEMIC. X X X X 1 MARTS & LUNDY 1200 WALL STREET WEST LYNDHURST NJ 07071 CONSULTING SERVICES 0 0 35300 -35300 35300 -35300 CA 1 FINANCIAL AID 60 2580582 FELLOWSHIP AWARDS 21 32500 STAFF/FACULTY AWARDS 8 31326 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 X X X X 0 0 0 0 0 0 0 1 0 CHRISTINA MAZZOLA HEAD OF SCHOOL 470055 0 22410 0 0 0 14250 0 10932 0 517647 0 0 0 BENJAMIN PASTOR CHIEF ADVANCEMENT OFFICER 215277 0 1000 0 0 0 10734 0 3927 0 230938 0 0 0 JEFFREY K SYMONDS ENGLISH & MUSIC TEACHER 198457 0 1000 0 0 0 11857 0 14082 0 225396 0 0 0 DAVID SCOTT ENGLISH TEACHER 165262 0 1000 0 0 0 6587 0 22808 0 195657 0 0 0 AMBER JOHNSON DIRECTOR OF FINANCE 180851 0 1000 0 0 0 9032 0 2663 0 193546 0 0 0 DAVID HANSON CFOO (STARTED 6/22/20) 175768 0 0 0 0 0 7724 0 6745 0 190237 0 0 0 MEREDITH E HERRERA DEAN OF STUDENT LIFE & INCLUSION 165255 0 1000 0 0 0 9643 0 3766 0 179664 0 0 0 PART I, LINE 7 THE BONUSES WERE APPROVED BY THE BOARD CHAIR AND TREASURER. A CALIFORNIA PUBLIC FINANCE AUTHORITY 474447476 2021-02-18 28181875 REFINANCING 0 0 0 A 24183767 379003 2343795 21460969 2021 1 1 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 1 0 0 0 0 1 A 1 X 21 304692 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THIS COLUMN REPRESENTS THE NUMBER OF DONORS, NOT THE NUMBER OF ITEMS DONATED. 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" (AS HEREIN DEFINED) TRANSACTION OR OTHER MATTER INVOLVING BRANSON IN WHICH A FIDUCIARY HAS A PERSONAL, FINANCIAL, OR OTHER INTEREST IS IN THE BEST INTERESTS OF BRANSON. 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" (AS HEREIN DEFINED) ACCORDING TO, THE BRANSON SCHOOL CONFLICT OF INTEREST DISCLOSURE STATEMENT PROMPTLY AFTER RECEIVING SAME. 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). FORM 990, PART XI, LINE 9: LOSSES ON UNCOLLECTIBLE PLEDGES FROM PRIOR YEARS -6,500.