2019-07-10T11:23:53-05:00 2018-08-31 814234542 BPM LLP 4200 BOHANNON DRIVE SUITE 250 MENLO PARK CA 940251021 990 2017-09-01 770485946 POSITIVE COACHING ALLIANCE POSI 8667250024 1001 N RENGSTORFF AVE NO 100 MOUNTAIN VIEW CA 94043 CHRISTINA SYER PRESIDENT 8667250024 2019-07-09 1 CAROLYN R AMSTER P00189994 6508556800 2019-07-09 208.184.139.130 2019-07-09 13:29:21 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 155DBB0B033CCB00695FD1C9AE35DD64086CB893 2017 2019-02-21 02:37:17Z CHRISTINA SYER 1001 N RENGSTORFF AVE NO 100 MOUNTAIN VIEW CA 94043 10451200 0 X WWW.POSITIVECOACH.ORG X 1998 CA PCA WORKS TO SHAPE A POSITIVE, CHARACTER-BUILDING YOUTH SPORTS EXPERIENCE FOR ALL CHILDREN. 23 22 99 263 0 13416 6731620 7016518 2730162 2946359 -432 1460 -377515 -572100 9083835 9392237 234500 250300 0 0 7303627 6353893 0 0 1207917 4113294 3373546 11651421 9977739 -2567586 -585502 5582157 4833597 1936921 1773863 3645236 3059734 X PCA WORKS TO SHAPE A POSITIVE, CHARACTER-BUILDING YOUTH SPORTS EXPERIENCE FOR ALL CHILDREN. 0 0 2176898 2649121 PARTNERSHIP SALES - PCA GENERATES ROUGHLY 25% OF ITS OPERATING BUDGET FROM EARNED INCOME (SCHOOLS AND YOUTH SPORTS ORGANIZATIONS WHO PAY FOR PROGRAMMING FOR THEIR COACHES, ATHLETES, ADMINISTRATORS AND PARENTS). PCA'S MORE THAN 1,700 SCHOOLS AND YSO PARTNERS SPAN THE UNITED STATES AND ARE SUPPORTED BY PCA STAFF THROUGHOUT THE YEAR TO IMPLEMENT PCA MESSAGING AND RESOURCES ACROSS THEIR ORGANIZATIONS. PCA WORKS FROM THE GRASSROOTS UP - WITH INDIVIDUAL SCHOOLS AND YSOS - AND FROM THE TOP DOWN - FORMING NATIONAL PARTNERSHIPS WITH "UMBRELLA ORGANIZATIONS SUCH AS AAU, LITTLE LEAGUE INTERNATIONAL, US LACROSSE AND US YOUTH SOCCER. 1816182 324983 TRAINING FULFILLMENT - PCA DELIVERS ITS TRAINING PRIMARILY THROUGH LIVE WORKSHOPS - MORE THAN 3,000 ANNUALLY. CERTIFIED PCA TRAINERS LEAD THESE WORKSHOPS. PCA HAS A DIVERSE CERTIFIED TRAINER NETWORK, COMPRISED OF MORE THAN 130 PEOPLE. PCA ALSO DELIVERS TRAINING VIA INTERACTIVE, ONLINE COURSES, WHICH FEATURE MEMBERS OF PCA'S NATIONAL ADVISORY BOARD. PCA HAS REACHED OVER 19 MILLION YOUTH WITH THESE PROGRAMS OVER THE PAST 20 YEARS. 2708093 240500 PROGRAM DELIVERY - PCA CONDUCTS TWO AWARDS PROGRAMS ANNUALLY, ONE THAT RECOGNIZES OUTSTANDING COACHES WHO STRIVE TO WIN, WHILE, MORE IMPORTANTLY, TEACHING LIFE LESSONS THROUGH SPORTS, AND A SECOND THAT HONORS HIGH SCHOOL STUDENT-ATHLETES WHO WORK TO MAKE THEMSELVES BETTER, THEIR TEAMMATES BETTER AND THE GAME/COMMUNITY BETTER. PCA IMPLEMENTS OUR PROGRAM WITH LARGE ORGANIZATIONS SUCH AS THE BOYS AND GIRLS CLUBS OF AMERICA AND THE HOUSTON INDEPENDENT SCHOOL DISTRICT WITH CONTRIBUTIONS GENEROUSLY PROVIDED BY EXTERNAL FUNDERS. 869760 9800 49144 OTHER PCA PROGRAM SERVICES INCLUDE 1) TRAINER DEVELOPMENT, TRAINING AND SUPPORT FOR OUR 150+ CERTIFIED PCA TRAINERS DELIVERING OVER 3000 WORKSHOPS, AND 2) CONTENT AND PRODUCT DEVELOPMENT, WHERE WE DEVELOP AND RELEASE NEW INFORMATION AND MATERIALS TO SUPPORT OUR 1700 PARTNERSHIPS, ON LINE COURSES, AND REACHING THE GENERAL POPULATION TO CONTINUE TO EXPAND AND MAGNIFY OUR MESSAGE AND MISSION. 869760 9800 49144 7570933 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 1 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 128 0 99 1 1 1 0 0 0 0 1 1 0 0 0 0 X 23 22 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 AL AK AR CA CO CT FL GA HI IL KS KY LA ME MD MA MI MN MO MS NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X X MICHELLE RYDER 8667250024 1001 N RENGSTORFF AVENUE SUITE 100 MOUNTAIN VIEW CA 94043 AMY BROOKS BOARD MEMBER 1.00 X 0 0 0 TOM CASSUTT BOARD MEMBER 1.00 X 0 0 0 SCOTT CHAPMAN BOARD MEMBER 1.00 X 0 0 0 TROY FOWLER BOARD MEMBER 1.00 X 0 0 0 KAREN FRANCIS BOARD MEMBER 1.00 X 0 0 0 DOUG GALEN BOARD MEMBER 1.00 X 0 0 0 LAURA HAZLETT BOARD MEMBER 1.00 X 0 0 0 BLAIR LACORTE BOARD MEMBER 1.00 X 0 0 0 WENDY FENTON MCADAM BOARD MEMBER 1.00 X 0 0 0 RICK OSTERLOH BOARD MEMBER 1.00 X 0 0 0 LISLE PAYNE BOARD MEMBER 1.00 X 0 0 0 GARY PETERSMEYER BOARD CHAIR 1.00 X 0 0 0 RAY PURPUR BOARD MEMBER 1.00 X 0 0 0 LEO REDMOND BOARD MEMBER 1.00 X 0 0 0 RODGER RICKARD BOARD MEMBER 1.00 X 0 0 0 MINDY ROGERS BOARD MEMBER 1.00 X 0 0 0 PULIN SANGHVI BOARD MEMBER 1.00 X 0 0 0 DAVID SHAPIRO BOARD MEMBER 1.00 X 0 0 0 JAMES THOMPSON EXEC. DIRECTOR 40.00 X X 186489 0 13557 LARRY VARELLAS BOARD MEMBER 1.00 X 0 0 0 LINDA VERHULP BOARD MEMBER 1.00 X 0 0 0 DAN WHALEN BOARD MEMBER 1.00 X 0 0 0 STEVEN ZUCKERMAN BOARD MEMBER 1.00 X 0 0 0 CATHLYN WHALEN CFO 40.00 X 172474 0 12636 HEANA SIMPSON COO (TO 3/31/18) 40.00 X 168723 0 6756 CHRISTINA SYER CIO 40.00 X 168701 0 0 STEPHEN BOURDOW CDO (TO 4/16/18) 40.00 X 153012 0 0 JEFF DALE DIR. OF FIELD OPERATIONS 40.00 X 133799 0 12836 MARC HATCH NATIONAL DIR. OF PARTNER DEVELOPMENT 40.00 X 128847 0 17542 JASON SACKS DIR. OF BUSINESS DEVELOPMENT 40.00 X 127597 0 17865 BENJAMIN ROSE DIR. OF FIELD OPERATIONS 40.00 X 129485 0 6069 RUEBEN NIEVES DIR. OF TRAINING 40.00 X 121482 0 12636 1490609 0 99897 10 0 1 0 0 2052677 4963841 711439 7016518 PARTNERSHIPS/WORKSHOPS 611710 2647250 2647250 CONSULTING FEES 900099 297233 297233 COACHES FEE 900099 1876 1876 2946359 547 547 27750 27750 -913 913 913 913 304022 2052677 1029727 -725705 -725705 64025 15059 48966 48966 2703 15090 -12387 -12387 REIMBURSED EXPENSES 900099 59700 59700 SHIPPING INCOME 900099 23544 23544 WORKSHOP CANCELATION FEES 900099 6650 6650 -618 -618 89276 9392237 3023248 0 -647529 250300 250300 781515 496735 117526 167254 4850179 3055159 744010 1051010 257909 178235 31213 48461 464290 283175 74270 106845 424529 394406 7859 22264 164123 137099 547 26477 45370 39402 2995 2973 556000 421323 54973 79704 720510 612814 24055 83641 136946 66106 68310 2530 33967 23242 4369 6356 CONTRACT LABOR 763057 753567 40 9450 EQUIPMENT 341375 284342 22902 34131 ADMINISTRATIVE FEES 311043 157737 30153 123153 PRINTING AND PUBLICATIO 308829 294641 103 14085 -432203 122650 15564 -570417 9977739 7570933 1198889 1207917 2748147 2905281 2099418 1366916 279337 213540 11098 5001 115834 131830 1187220 1032861 267650 154359 60673 56670 5582157 4833597 369659 297722 854669 879346 712593 596795 1936921 1773863 X 831013 1017287 2804223 2032447 10000 10000 3645236 3059734 5582157 4833597 -585502 0 X X 0 1 X 1 0 X 5843494 9101578 6888578 6731620 7016518 35581788 5843494 9101578 6888578 6731620 7016518 35581788 5891819 29689969 6090 6255 28448 22591 28297 91681 55928 184123 83310 66728 89276 479365 36152834 13269420 0.82120 0.81620 X 10000 10000 10000 10000 10000 10000 10000 10000 1.00000 1 0 9781 9781 0 425273 374412 50861 752166 648668 103498 154359 ACCRUED PAYROLL LIABILITIES 545501 ACCRUED RENT 50764 SALES TAX PAYABLE 530 596795 10667208 370389 904582 1274971 9392237 0 9392237 11252710 370389 904582 1274971 9977739 0 9977739 PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOOD SOLD - LINE 10B, PART VIII 15,090. FUNDRAISING EXPENSE - LINE 8B, PART VIII 889,492. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOOD SOLD - LINE 10B, PART VIII 15,090. FUNDRAISING EXPENSE - LINE 8B, PART VIII 889,492. EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 LICENSES USE OF PCA MATERIALS. PCA RECEIVED ROYALTIES OF $27,750 FOR FY17 ROYALTY ARRANGEMENT. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 NYSA DINNER 805652 724402 81250 70273 298048 TAMPA BAY 311985 288074 23911 14325 72669 15 1239062 1040201 198861 49994 524418 2356699 2052677 304022 134592 895135 1029727 -725705 64025 14936 123 1 1.00000 64025 14936 123 15059 48966 CA 1 0 0 0 1.00000 MICHELLE RYDER 1001 N RENGSTORFF AVE SUITE 100 MOUNTAIN VIEW CA 94043 0 0 1 SCHOLARSHIPS AWARDED IN AUGUST 2017, WILL BE PAID IN AUGUST 2018 176 240500 DOUBLE GOAL COACH AWARDS 49 9800 PART III, COLUMN (B) SCHOLARSHIPS ARE AWARDED TO HIGH SCHOOL JUNIORS PRIOR TO THEIR SENIOR YEAR. THE SCHOLARSHIPS ARE PAID AFTER GRADUATION AND ARE CONTINGENT UPON ENROLLMENT IN COLLEGE OR TRADE SCHOOL. X X X X 0 0 0 1 0 0 0 1 0 JAMES THOMPSON EXEC. DIRECTOR 186489 0 0 0 0 0 0 0 13557 0 200046 0 0 0 CATHLYN WHALEN CFO 162474 0 10000 0 0 0 0 0 12636 0 185110 0 0 0 HEANA SIMPSON COO (TO 3/31/18) 163297 0 5426 0 0 0 0 0 6756 0 175479 0 0 0 CHRISTINA SYER CIO 163701 0 5000 0 0 0 0 0 0 0 168701 0 0 0 STEPHEN BOURDOW CDO (TO 4/16/18) 145512 0 7500 0 0 0 0 0 0 0 153012 0 0 0 PART I, LINE 5 JASON SACKS AND MARC HATCH RECEIVE SALARIES & COMMISSIONS. THEIR COMMISSIONS ARE BASED ON SALES REVENUE. PART I, LINE 7 BONUSES FOR HEANA SIMPSON, JEFF DALE, STEPHEN BOURDOW AND CATHLYN WHALEN ARE PERFORMANCE BASED. X 29 505594 FMV X PROMOTIONAL AND SPECIAL EVENT ITEMS 135 205845 FMV 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B PCA RETAINS A PROFESSIONAL CPA FIRM TO PREPARE THE FORM 990, WHICH IS REVIEWED IN DETAIL BY THE CHIEF FINANCIAL OFFICER AND CONTROLLER. A COPY IS MADE AVAILABLE TO ALL BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C THE OFFICERS, TRUSTEES AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE OR UPDATE ANNUALLY INTERESTS THAT COULD GIVE RISE TO A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE GOVERNANCE COMMITTEE CONDUCTS A SALARY EVALUATION OF THE CHIEF EXECUTIVE OFFICER'S POSITION BY REVIEWING THE COMPENSATIONS OF COMPARABLE POSITIONS AT OTHER NON-PROFIT ORGANIZATIONS OF EQUAL SIZE. FORM 990, PART VI, SECTION C, LINE 19 UPON WRITTEN REQUEST THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.