2021-05-12T12:15:39-05:00 2020-06-30 410746749 CLIFTONLARSONALLEN LLP 2210 EAST ROUTE 66 GLENDORA CA 91740 990 2019-07-01 262034843 SUMMIT PUBLIC SCHOOLS SUMM 6502579880 780 BROADWAY REDWOOD CITY CA 94063 DIANE TAVENNER CEO 6502579880 2021-04-30 1 WADE MCMULLEN P00541671 6268577300 2021-04-29 2019 2022-09-23 18:48:47Z DIANE TAVENNER 780 BROADWAY REDWOOD CITY CA 94063 61060378 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. 6 6 682 200 0 0 72787503 56944822 2885012 2975213 805362 497982 507429 642361 76985306 61060378 44996 3493240 0 0 43589857 38219307 0 0 252702 29643735 19137456 73278588 60850003 3706718 210375 44769752 54341620 7140289 17077424 37629463 37264196 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 56058822 3493240 3617574 CHARTER SCHOOLS PROVIDING EDUCATIONAL OPPORTUNITIES TO THE SURROUNDING COMMUNITY. DURING THE YEAR ENDED JUNE 30, 2020, SUMMIT PUBLIC SCHOOLS OPERATED 8 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. 56058822 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 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 113 0 682 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X JOYCE MONTGOMERY 6502579880 780 BROADWAY REDWOOD CITY CA 94063 ROBERT OSTER CHAIRMAN 5.00 X X 0 0 0 BLAKE WARNER SECRETARY 5.00 X X 0 0 0 STEVEN HUMPHREYS MEMBER 5.00 X 0 0 0 ANDREW THOMPSON MEMBER 5.00 X 0 0 0 MEG WHITMAN MEMBER 5.00 X 0 0 0 DIEGO ARAMBULA MEMBER 5.00 X 0 0 0 DIANE TAVENNER CEO 40.00 2.00 X 450809 0 91990 JOYCE MONTGOMERY CFO 40.00 2.00 X 268416 0 42243 ANSON JACKSON SUPERINTENDENT 40.00 X 255624 0 47110 ADAM CARTER CHIEF ACADEMIC OFFICER 40.00 X 242540 0 50323 MIRA BROWNE CHIEF EXTERNAL OFFICER 40.00 X 212204 0 45684 JOSHUA LOTSTEIN CHIEF OPERATING OFFICER 40.00 X 208214 0 31777 CAITLYN HERMAN CHIEF ACADEMIC OFFICER 40.00 X 159302 0 39241 1797109 0 348368 8 0 1 0 SWAN CLEANING SOLUTIONS 3499 E BAYSHORE RD 83 REDWOOD CITY CA 94063 CLEANING SERVICE 444861 ADRIANA SAN MILLAN SCHOOL PSYCHOLOGY & S 305 VINEYARD TOWN CENTER 273 MORGAN HILL CA 95037 SPECIAL EDUCATION SERVICES 344426 LARSON COMMUNICATIONS 75 BROADWAY SAN FRANCISCO CA 94111 COMMUNICATIONS AND PUBLIC RELATIONS SERV 302257 BEACON SCHOOL 5670 CAMDEN AVE 102 SAN JOSE CA 95124 SPECIAL EDUCATION SERVICES 225450 BAY TEAM LLC 1748 28TH AVENUE OAKLAND CA 94601 CLEANING SERVICE 185486 7 42028675 14916147 56944822 SERVICE FEES 611710 2857414 2857414 FOOD SALES 611710 111440 111440 TRIPS AND TRANSPORTATION 611710 6359 6359 2975213 497982 497982 ALL OTHER REVENUE 900099 642361 642361 642361 61060378 3617574 0 497982 3493240 3493240 856503 608230 242819 5454 29593511 27384096 2035368 174047 4460730 4173284 265754 21692 2693757 2515519 157682 20556 614806 568743 43001 3062 336856 336856 715497 715497 13781 13781 5496091 5140924 339165 16002 205607 191563 13961 83 235462 228802 6075 585 6913845 6825647 88198 263173 228898 25950 8325 9449 6146 3303 676146 676146 285070 205721 79349 INSTRUCTIONAL MATERIALS 2021219 1903491 117000 728 STUDENT FOOD AND FOOD S 508251 508251 0 0 SPORTS EXPENSES 168311 168311 0 0 STAFF RECRUITING 144502 144502 0 0 1144196 1087308 54720 2168 60850003 56058822 4538479 252702 930381 750634 29582978 39152103 8743451 8628502 471447 1420150 7810948 4564903 3822406 3246045 1091053 1144186 128036 0 44769752 54341620 3308921 2552494 799426 4465725 6830785 3031942 3228420 7140289 17077424 X 36648910 36358449 980553 905747 37629463 37264196 44769752 54341620 X 210375 -575642 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 980553 53133 127939 905747 1008390 82663 110500 980553 1008390 1008390 1.00000 0 0 7810948 4564903 3246045 3246045 DEFERRED RENT LIABILITY 3228420 3228420 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. 1 COMMUNITY HIGH SCHOOL FOUNDATION INC 780 BROADWAY ST REDWOOD CITY CA 94063 134224216 501(C)(3) 3493240 TO COMPLETE THE SAN ALESO BUILDING PROJECT. 1 PART I, LINE 2: SUMMIT PUBLIC SCHOOLS PROVIDES GRANTS ONLY UPON RECEIPT OF DOCUMENTED NEED. X 0 0 0 0 0 0 0 0 0 DIANE TAVENNER CEO 450449 0 0 0 360 0 75180 0 16810 0 542799 0 0 0 JOYCE MONTGOMERY CFO 268056 0 0 0 360 0 30814 0 11429 0 310659 0 0 0 ANSON JACKSON SUPERINTENDENT 255264 0 0 0 360 0 29835 0 17275 0 302734 0 0 0 ADAM CARTER CHIEF ACADEMIC OFFICER 242180 0 0 0 360 0 40489 0 9834 0 292863 0 0 0 MIRA BROWNE CHIEF EXTERNAL OFFICER 211844 0 0 0 360 0 26650 0 19034 0 257888 0 0 0 JOSHUA LOTSTEIN CHIEF OPERATING OFFICER 207854 0 0 0 360 0 26148 0 5629 0 239991 0 0 0 CAITLYN HERMAN CHIEF ACADEMIC OFFICER 158942 0 0 0 360 0 26492 0 12749 0 198543 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 XI, LINE 9: TRANSFER TO COMMUNITY HIGH SCHOOL FOUNDATION -575,642. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. 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 1 0 0 0 0 0 0 0 0 1 1 0 1 1 0 0 1 0 COMMUNITY HIGH SCHOOL FOUNDATION B 3493240 CASH TRANSFERRED COMMUNITY HIGH SCHOOL FOUNDATION K 2223098 CASH TRANSFERRED COMMUNITY HIGH SCHOOL FOUNDATION R 575642 CASH TRANSFERRED SUMMIT PUBLIC SCHOOLS WASHINGTON L 2202222 CASH TRANSFERRED