2020-07-08T17:14:38-05:00 2019-06-30 941254756 HOOD & STRONG LLP 275 BATTERY ST STE 900 SAN FRANCISCO CA 94111 990 2018-07-01 940338330 THE BRANSON SCHOOL BRAN 4154543612 PO BOX 887 ROSS CA 94957 AMBER JOHNSON DIRECTOR OF FINANCE 4154543612 2020-07-06 1 MAGA E KISRIEV P01008919 4157810793 12.201.128.66 2020-07-06 12:50:36 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 0FD9DDE82EC6D4B8065AB7615AF10F25757ED51F 2018 2020-11-19 02:30:22Z CHRIS MAZZOLA PO BOX 887 ROSS CA 94957 22912553 0 X WWW.BRANSON.ORG X 1926 CA TO PROVIDE A QUALITY EDUCATION TO STUDENTS GRADE 9 THROUGH 12. 23 23 154 100 0 0 3458193 3029040 15396329 16401181 2898922 3253677 -85071 -63108 21668373 22620790 2153306 2202297 0 0 10684123 11678582 4600 80052 1017657 7086759 8482962 19928788 22443893 1739585 176897 74734428 75804004 31471653 33065494 43262775 42738510 TO PROVIDE AN ACADEMICALLY EXCEPTIONAL EDUCATION TO STUDENTS GRADE 9 THROUGH 12 IN A WARM, SUPPORTIVE, AND NURTURING ENVIRONMENT. 0 0 11616616 2202297 16421920 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. 11616616 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 98 0 1 154 1 0 0 0 0 0 0 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X AMBER JOHNSON DIRECTOR OF FINANCE 4154543612 PO BOX 887 ROSS CA 94957 CLAUDIA LEWIS CHAIRMAN 2.00 X X 0 0 0 HADLEY MULLIN CO-VICE CHAIR 2.00 X X 0 0 0 JAMES SCHURZ CO-VICE CHAIR 2.00 X X 0 0 0 STEVE FLETCHER TREASURER 2.00 X X 0 0 0 JANI ROSS SECRETARY 2.00 X X 0 0 0 BEN BODIPO-MEMBA TRUSTEE 2.00 X 0 0 0 STEVE ASHLEY TRUSTEE 2.00 X 0 0 0 SARABJIT BAVEJA 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 NANCY KAMI TRUSTEE 2.00 X 0 0 0 YAZ KREHBIEL TRUSTEE 2.00 X 0 0 0 JACK DALY TRUSTEE 2.00 X 0 0 0 COREEN HESTER TRUSTEE 2.00 X 0 0 0 JOHNATHAN LOGAN TRUSTEE 2.00 X 0 0 0 SLOAN KLEIN TRUSTEE 2.00 X 0 0 0 QUOC TRAN TRUSTEE 2.00 X 0 0 0 NANCY SACKSON TRUSTEE 2.00 X 0 0 0 DAVID SHIMMON TRUSTEE 2.00 X 0 0 0 ALLY SIEVERS TRUSTEE 2.00 X 0 0 0 CONNIE TREADWELL TRUSTEE 2.00 X 0 0 0 GREG TUSHER TRUSTEE 2.00 X 0 0 0 HARRISON MILLER TRUSTEE 2.00 X 0 0 0 CHRIS MAZZOLA HEAD OF SCHOOL 40.00 X 336566 0 41320 EDWARD B PINGER ASST HEAD OF SCHOOL & CFO 40.00 X 279481 0 60336 JEFFREY SYMONDS TEACHING & LEARNING 40.00 X 165863 0 32478 FREDERICK PARSONS DIRECTOR OF STUDIES 40.00 X 159850 0 25562 MEREDITH HERRERA DEAN OF STUDENT LIFE 40.00 X 151615 0 15063 AMBER JOHNSON DIRECTOR OF FINANCE 40.00 X 148177 0 11184 MATTHEW LANE DIRECTOR OF COLLEGE COUNSELING 40.00 X 147744 0 16536 1389296 0 202479 37 0 1 0 EPICUREAN GROUP 111 MAIN STREET SUITE 3 LOS ALTOS CA 94022 FOOD SERVICES 737735 COVINGTON & BURLING LLP 620 EIGHTH AVENUE NEW YORK NY 10018 LEGAL SERVICES 570730 PEAK BUILDING SERVICES 845 OLIVE AVENUE SUITE 211 NOVATO CA 94945 JANITORIAL SERVICES 212305 3 728295 2300745 3029040 TUITION AND FEES 611600 15416559 15416559 AUXILLARY SERVICES 611600 702138 702138 SUMMER PROGRAMS 611600 212670 212670 OTHER PROGRAM REVENUE 611600 69814 69814 16401181 1189635 1189635 193800 137292 56508 56508 56508 2078158 14116 2064042 2064042 2064042 0 728295 140355 -140355 -140355 INSURANCE PROCEEDS 900099 20739 20739 20739 22620790 16421920 0 3169830 2202297 2202297 786730 104170 578390 104170 8651937 5005441 3031952 614544 516217 335541 152286 28390 1090423 568856 467448 54119 633275 372715 213547 47013 42515 42515 58800 58800 80052 80052 1035207 658303 354471 22433 82159 55439 26720 169418 105801 61206 2411 452316 361853 90463 829881 829881 85066 54594 29397 1075 264414 170776 91956 1682 710794 710794 1389901 1389901 63490 63490 ATHLETIC PROGRAM 577642 555772 21870 OTHER FINANCIAL ASSISTA 159158 159158 CAPITAL CAMPAIGN EXPENS 103625 103625 STRATEGIC PLAN EXPENSE 100503 100503 2358073 857714 1465311 35048 22443893 11616616 9809620 1017657 8238317 9584419 10000 5000 372391 543061 54000 54000 153826 79250 42612303 23273704 20379595 19338599 45457604 46162036 68695 37639 74734428 75804004 772588 2685204 8259290 8411390 22439775 21968900 31471653 33065494 X 15458714 14011312 12098925 12950104 15705136 15777094 43262775 42738510 74734428 75804004 176897 -701162 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 26003703 71363 1522163 1029129 26568100 24480162 81190 2347620 905269 26003703 21453313 627697 3171427 772275 24480162 22100253 199741 -42273 804408 21453313 22305739 136930 433348 775764 22100253 0.32780 0.36920 0.30300 0 0 1333389 1333389 36563924 19452140 17111784 4592019 3821564 770455 122971 122971 19338599 X 19994978 -701162 -2202297 -2903459 22898437 -277647 -277647 22620790 20519243 277647 277647 20241596 2202297 2202297 22443893 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 -2,202,297. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED WITH REVENUE -137,292. SPECIAL EVENTS EXPENSES NETTED WITH REVENUE -140,355. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED WITH REVENUE 137,292. SPECIAL EVENTS EXPENSES NETTED WITH REVENUE 140,355. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID RECLASSIFIED TO EXPENSES 2,202,297. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE BRANSON SCHOOL PUBLISHED ITS NONDISCRIMINATORY POLICY ON THE SCHOOL'S WEBSITE. X X X X 1 MARTS & LUNDY 1200 WALL STREET WEST LYNDHURST NJ 07071 CONSULTING SERVICES 0 700000 80052 619948 700000 80052 619948 CA ANNUAL BASH 728295 728295 308 32743 63461 1500 42343 728295 728295 308 32743 63461 1500 42343 140355 -140355 1 FINANCIAL AID 63 2202297 PART I, LINE 2: THERE IS A FINANCIAL AID COMMITTEE THAT REVIEWS EACH APPLICATION AND APPROVES THE FINANCIAL AID GRANTED TO EACH STUDENT. X X X X X 0 0 0 0 0 0 0 0 0 CHRIS MAZZOLA HEAD OF SCHOOL 336566 0 0 0 0 0 16022 0 25298 0 377886 0 0 0 EDWARD B PINGER ASST HEAD OF SCHOOL & CFO 279481 0 0 0 0 0 13886 0 46450 0 339817 0 0 0 JEFFREY SYMONDS TEACHING & LEARNING 165863 0 0 0 0 0 10758 0 21720 0 198341 0 0 0 FREDERICK PARSONS DIRECTOR OF STUDIES 159850 0 0 0 0 0 14366 0 11196 0 185412 0 0 0 MEREDITH HERRERA DEAN OF STUDENT LIFE 151615 0 0 0 0 0 7896 0 7167 0 166678 0 0 0 AMBER JOHNSON DIRECTOR OF FINANCE 148177 0 0 0 0 0 8630 0 2554 0 159361 0 0 0 MATTHEW LANE DIRECTOR OF COLLEGE COUNSELING 147744 0 0 0 0 0 7680 0 8856 0 164280 0 0 0 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 VERSON 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 15 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. 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).