2020-08-14T11:41:36-07:00 2019-09-30 990 2018-10-01 680200138 SUMMER SEARCH SUMM 4153625225 101 Howard Street Suite 250 San Francisco CA 94105 Marc Spencer CEO 4158757192 2020-08-11 107.192.0.50 2018 2020-11-06 18:47:13Z MARC SPENCER 101 HOWARD STREET SUITE 250 SAN FRANCISCO CA 94105 21938451 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. 28 28 195 599 0 0 18378633 19892746 0 0 566514 283205 59269 12807 19004416 20188758 3355672 5185196 0 0 12550004 13785965 0 0 3862648 3333269 3678343 19238945 22649504 -234529 -2460746 12290437 9608367 1511049 1681430 10779388 7926937 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 7783820 3141902 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. 6446364 1828994 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. 916634 144626 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. 1106609 69674 0 College 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. 1106609 69674 0 16253427 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 77 0 1 195 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 28 28 1 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CA MA NY PA WI X X Marc Spencer 4153625225 101 Howard Street Suite 250 San Francisco CA 94105 Jim Milligan Board Chair 10.00 X X 0 0 0 Cynthia Bengier Director 2.50 0 X 0 0 0 Antoine Addrews Director 2.50 0 X 0 0 0 John Brennan Director 2.50 0 X 0 0 0 Erik C Christoffersen Director 2.50 0 X 0 0 0 Jill Cowan 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 Dana M Emery Director 2.50 0 X 0 0 0 Lori Espe Director 2.50 0 X 0 0 0 Matthew J Espe Director 2.50 0 X 0 0 0 Teke Kelley 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 Ian MacLeod Director 2.50 0 X 0 0 0 Tom Mattimore Director 2.50 0 X 0 0 0 Kurt Mobley Director 2.5 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 Director 2.50 0 X 0 0 0 Pamela Lehrer Director 2.5 X 0 0 0 Elizabeth Obershaw Director 2.5 X 0 0 0 Scott Thomas Director 2.5 0 X 0 0 0 Graves Tompkins Director 2.5 0 X 0 0 0 Erik Toth Director 2.5 0 X 0 0 0 Ted Williams Director 2.5 0 X 0 0 0 Marc Spencer CEO and President 40 0 X 323031 0 4262 Nick Hutchinson COO and Secretary 40 0 X 180522 0 7014 Ching Tao VP of Finance and Treasurer 40 0 X 154120 0 12474 Lisa Strade National Director of Development 40 0 X 136299 0 4421 Liz Hurst VP of Marketing 40 0 X 177047 0 22502 Emily Edwards VP of Development 40 0 X 161341 0 4708 Peter Retzlaff Executive Director New York 40 0 X 142576 0 11834 Kristine Leja Executive Director Bay Area (from 2/20/19) 40 0 X 136408 0 8611 1411344 0 75826 19 0 1 0 0 0 0 4721341 0 84999 15086406 2279352 19892746 0 0 0 0 0 209362 0 0 209362 0 0 0 0 0 0 0 0 0 0 620333 0 546490 0 73843 0 73843 0 0 73843 1203203 4721341 1203203 0 0 0 Misc Income 611600 12807 12807 0 0 0 0 0 0 12807 20188758 12807 0 283205 0 0 5185196 5185196 630089 151731 241363 236995 10979574 7096670 1260867 2622037 214130 147470 7558 59102 1054538 770602 106145 177791 907634 582231 107379 218024 396596 159595 145037 91964 136457 136457 31201 6881 1931 22389 298665 82614 50583 165468 231332 101260 88690 41382 1443293 1200388 143962 98943 249854 133454 59550 56850 32766 29486 1409 1871 192130 159479 19351 13300 52485 52485 COMMUNICATIONS 156184 118390 6707 31087 457380 327980 103955 25445 22649504 16253427 2533429 3862648 3577674 2651705 0 0 4221394 3508845 160604 11666 0 0 0 0 0 0 0 0 1045928 692859 1383515 1013182 360346 370333 2924491 2310038 0 62921 0 0 0 0 0 0 12290437 9608367 412250 1541806 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1098799 139624 1511049 1681430 X 6570251 5062543 4021434 2651691 187703 212703 10779388 7926937 12290437 9608367 X -2460746 -242262 1029497 0 0 -1178940 X 0 1 X 1 0 X 19623037 19069977 17947760 18378633 19892746 94912153 19623037 19069977 17947760 18378633 19892746 94912153 4369768 90542385 232674 325161 832774 566514 209362 2166485 1771 31065 208 159 12807 46010 97124648 0 0.93223 0.93014 X Schedule A, Part II, Line 10 Various Reimbursements Business Code: 611600 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 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 130000 57703 0 0 0 0 187703 0 0.99 0.01 0 0 0 0 0 0 0 0 0 0 360264 223891 136373 0 477297 376960 100337 0 545954 412331 133623 370333 0 DEFERRED RENT 139624 139624 X 20797993 -242263 1029498 0 -178000 609235 20188758 0 0 0 20188758 23650444 1000940 0 0 0 1000940 22649504 0 0 0 22649504 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, 2019, 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 currentlyt no audits for any tax periods pending or in progress. Schedule D, Part XI, Line 2d 178,000 - Loss on pledges Fundraising Galas 5924544 4721341 1203203 0 0 458452 287944 0 456807 0 0 5924544 4721341 1203203 0 0 458452 287944 0 456807 1203203 0 1 Summer program trips 997 3067854 Based on invoices Tuition, travel, equipment, insurance College Scholarships 82 134948 0 FMV On-going support 815 4793 1977601 Based on invoices Prof. clothing, test prep, books, travel 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 aid form wit a clear presentation of financial need and include a copy of their college transcript, if available. X 0 0 0 1 0 0 0 0 0 Marc Spencer CEO and President 252031 0 71000 0 0 0 2000 0 2262 0 327293 0 0 0 Nick Hutchinson COO and Secretary 170522 0 10000 0 0 0 0 0 7014 0 187536 0 0 0 Liz Hurst VP of Marketing 177047 0 0 0 0 0 2000 0 20502 0 199549 0 0 0 Ching Tao VP of Finance and Treasurer 154120 0 0 0 0 0 1750 0 10724 0 166594 0 0 0 Emily Edwards VP of Development 161341 0 0 0 0 0 2000 0 2708 0 166049 0 0 0 Peter Retzlaff Executive Director New York 142576 0 0 0 0 0 2000 0 9834 0 154410 0 0 0 Schedule J, Part I, Line 5 Compensation of the CEO was contingent on the revenues of the organization. The Board of Trustees sets up the variable pay before the start of the fiscal year. X 36 482084 FMV X PROFESSIONAL CLOTHING 3215 1617403 FMV X TRAVEL VOUCHERS 111 104681 FMV X EVENT/OFFICE SUPPLIES 57 59618 FMV X EVENT FOOD/BEVERAGES 4 15566 FMV 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 A, Line 2 Board directors Lori and Matthew Espe- family relationship Form 990, Part VI, Section B, Line 11b Prior to filling the form 990, a draft of 990form 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 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 XI, Line 9 $1,000,940 in-kind services and $178,000 losses on pledges