2021-08-12T17:27:32-07:00 2020-09-30 990 2019-10-01 680200138 SUMMER SEARCH SUMM 4153625225 304 12th Street Suite 4A Oakland CA 94607 Marc Spencer CEO 4158757192 2021-08-12 2019 2022-09-23 18:48:47Z X Marc Spencer 304 12th Street Suite 4A Oakland CA 94607 19818932 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. 34 34 202 599 0 0 19892746 18438830 0 0 283205 -33014 12807 114 20188758 18405930 5185196 699769 0 0 13785965 12877399 0 0 3594157 3678343 3183392 22649504 16760560 -2460746 1645370 9608367 13671127 1681430 4030874 7926937 9640253 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 4839019 278473 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. 4217754 212453 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. 843246 119132 0 Post-secondary success: Summer Search knows that it is not enough to get students to college, but it is important to support them so they can attain a Bachelor's degree and are set up for future success. The first few years of college can be extremely challenging, particularly for first generation college students. For this reason, Summer Search supports students through this transition, and offers professional development and career readiness services so they graduate with the network, skills and experiences necessary to competitively enter the workforce. Our post-secondary success staff supports students throughout their post-secondary education, especially in their first two years of college (when risk of drop offs is highest), to ensure they are progressing academically, securing financial aid, engaging on campus, and adopting effectively. 1105861 89711 0 Post-secondary access and alumni services: The Organization helps students realize the best educational opportunities possible by providing one-on-one college and financial aid counseling and college preparation workshops throughout their junior and senior years of high school. These services ensure that students have the tools to successfully navigate the college admissions process. An array of alumni services provide help beyond high school and college. Examples include networking social events with other alumni and donors and professional development services such as career workshops, internships, and access to professional mentors. 1105861 89711 0 11005880 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 73 0 1 202 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 34 34 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 Marc Spencer 4153625225 304 12th Street Suite 4A Oakland CA 94607 Marc Spencer CEO and President 40.00 0 X 294750 0 4236 Nick Hutchinson COO and Secretary 40.00 0 X 187020 0 9526 Liz Hurst VP of Marketing 40.00 0 X 174249 0 20465 Kristine Leja Executive Director Bay Area 40.00 0 X 171435 0 6918 Janice Yang until Sept 20 2019 Former Senior Director of Program 0 0 X 161876 0 9308 Amanda Sayre Interim VP of Development 40.00 0 X 150370 0 11681 Peter Retzlaff Executive Director New York 40.00 0 X 147625 0 11029 Eunice Dunham from Feb 29 2019 VP of Talent 40.00 0 X 136736 0 15606 Teke Kelley Board Chair 10.00 0 X X 0 0 0 Antoine Addrews Director 2.50 0 X 0 0 0 John Brennan Director 2.50 0 X 0 0 0 John Casares Director 2.50 0 X 0 0 0 Erik C Christoffersen Director 2.50 0 X 0 0 0 Tyson Clark 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 Matthew Espe until Oct 31 2019 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 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 Ian MacLeod Director 2.50 0 X 0 0 0 Tom Mattimore Director 2.50 0 X 0 0 0 Jim Milligan Director 2.50 0 X 0 0 0 Kurt Mobley Director 2.50 0 X 0 0 0 Elizabeth Obershaw until Oct 8 2019 Director 2.50 0 X 0 0 0 Robert Okun Director 2.50 0 X 0 0 0 Jawali Sawicki Director 2.50 0 X 0 0 0 Jeff Shames Director 2.50 0 X 0 0 0 Bobbi Silten Director 2.50 0 X 0 0 0 Diana S Strandberg Director 2.50 0 X 0 0 0 Bradley Svrluga until March 15 2021 Director 2.50 0 X 0 0 0 Scott Thomas until Sept 30 2020 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 Ted Williams until Oct 8 2019 Director 2.50 0 X 0 0 0 1424061 0 88769 19 1 1 0 0 0 0 4288551 0 114999 14035280 1229146 18438830 0 82943 82943 0 0 574201 0 690158 0 -115957 0 -115957 0 0 -115957 722844 4288551 722844 Misc. income 611600 114 114 0 0 0 0 0 0 114 18405930 114 0 -33014 X 0 0 699769 699769 0 0 0 0 515640 146181 150973 218486 0 0 0 0 10214079 6681126 1077921 2455032 221977 155338 20233 46406 1104939 780737 111501 212701 820764 532033 85734 202997 0 0 0 0 7500 0 7500 0 135333 0 135333 0 0 0 0 0 0 0 0 0 0 0 350122 140165 149274 60683 23550 799 118 22633 194698 47317 27417 119964 183916 86520 54702 42694 0 0 0 0 1462105 1200195 150334 111576 97879 63682 13507 20690 0 0 0 0 14372 12777 537 1058 0 0 0 0 0 0 0 0 169835 140568 16799 12468 51248 0 51248 0 COMMUNICATIONS 226104 154672 25359 46073 OTHER EXPENSES 266730 164001 82033 20696 16760560 11005880 2160523 3594157 2651705 7687578 0 100000 3508845 2269544 11666 2435 0 0 0 0 0 0 0 433867 692859 892494 1204173 961661 370333 242512 2310038 1979776 62921 62921 0 0 0 0 0 0 9608367 13671127 1541806 1462781 0 0 0 0 0 0 0 0 0 0 0 0 0 2488300 139624 79793 1681430 4030874 X 5062543 6909592 2864394 2730661 7926937 9640253 9608367 13671127 X 1645370 159946 0 0 0 -92000 X 0 1 1 0 X 19069977 17947760 18378633 19892746 18438830 93727946 19069977 17947760 18378633 19892746 18438830 93727946 10822204 82905742 325161 832774 566514 209362 82943 2016754 31065 208 159 12807 114 44353 95789053 0 0.86550 0.93223 X Schedule A, Part II, Line 10 Various reimbursements RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 212994 0 28 0 0 0 213022 187958 25000 36 0 0 0 212994 187922 0 36 0 0 0 187958 187703 0 219 0 0 0 187922 187703 0 0 0 0 0 187703 0 0.99 0.01 0 0 0 0 0 0 0 0 0 0 331548 229445 102103 0 472469 404360 68109 0 400156 327856 72300 242512 0 DEFERRED RENT 79793 79793 X 18669550 159946 195674 0 -92000 263620 18405930 0 0 0 18405930 16956234 195674 0 0 0 195674 16760560 0 0 0 16760560 Schedule D, Part V, Line 4 For emergency or College Success Program funding. Schedule D, Part X, Line 2 The Organization is a qualified organization exempt from federal and California income taxes under the provision 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 provision taken and recognize a tax liability (or asset) if the Organization has taken an uncertain tax position than more-likely than-not would be sustained upon examination by taxing authority. Management has analyzed the tax positions taken and has concluded that as of September 30, 2020, 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 routing audits by taxing jurisdictions; however, there are currently no audits for any tax periods pending or in progress. Schedule D, Part XI, Line 2d Loss on pledges Fundraising Galas 5011395 4288551 722844 0 0 223498 193534 0 305812 0 0 5011395 4288551 722844 0 0 223498 193534 0 305812 722844 0 1 Emergency funding 686 246028 29326 Based on invoices Housing, bills, tuition, books, rent On-going support 720 33972 286564 Base don invoices Prof. clothing, tuition, books, laptops Scholarships 42 65056 0 Based on invoices Summer Program experiences 121 0 38823 Based on invoices Equipment, tuition, books 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 or 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 1 0 0 0 0 0 0 1 0 Marc Spencer CEO and President 259750 0 35000 0 0 0 2000 0 2236 0 298986 0 0 0 Nick Hutchinson COO and Secretary 187020 0 0 0 0 0 2000 0 7526 0 196546 0 0 0 Liz Hurst VP of Marketing 174249 0 0 0 0 0 2000 0 18465 0 194714 0 0 0 Kristine Leja Executive Director Bay Area 171435 0 0 0 0 0 2000 0 4918 0 178353 0 0 0 Janice Yang until Sept 20 2019 Former Senior Director of Program 97469 0 0 0 64407 0 2000 0 15661 0 179537 0 0 0 Amanda Sayre Interim VP of Development 150370 0 0 0 0 0 2000 0 9681 0 162051 0 0 0 Peter Retzlaff Executive Director New York 143407 0 4218 0 0 0 2000 0 8029 0 157654 0 0 0 Eunice Dunham from Feb 29 2019 VP of Talent 136736 0 0 0 0 0 1108 0 14498 0 152342 0 0 0 Schedule J, Part I, Line 4 Janice Yang - $53,178 Schedule J, Part I, Line 7 Retention bonus for Marc Spencer and Peter Retzlaff X 35 607084 FMV X Professional clothing 2782 560934 FMV X Event supplies 92 57494 FMV X Event food/beverage 2 3634 FMV 0 0 1 1 Schedule M, Part I, Line 32b Summer Search's gifts of publicly traded securities are sold by Morgan Stanley, Inc. Form 990, Part VI, Section B, Line 11b Form 990, Part VI, Section B, line 11b - Prior to filling 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 three board members and one non-board member. All four committee members work directly in the human resources field. The Committee is task 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 with organization's operating performance and financial resources. Form 990, Part VI, Section C, Line 19 The Organization 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 the 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. Form 990, Part IX, Line 25 Summer Search is funded largely by individual giving (approximately 70% per year). Many of these donors are long-time funders giving unrestricted gifts every year. The acquisition and stewardship efforts to build these long-term relationships require a significant continuing investment in our event-driven donor acquisition model and fundraising staff. Form 990, Part XI, Line 9 $92,000 loss on pledges