SUMMER SEARCH: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- SUMMER SEARCH (EIN 68-0200138)
- Tax period
- 2017-10-01 to 2018-09-30
- Filed
- 2019-04-22
- IRS object ID
- 201931139349301233
- Schema version
- 2017v2.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-04-22T16:28:32-07:00 | ReturnTs |
| Tax Period End | 2018-09-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680200138 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUMMER SEARCH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUMM | BusinessNameControlTxt |
| Phone | 4153625225 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 Howard Street Suite 250 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Marc Spencer | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 4158757192 | PhoneNum |
| Signature | 2019-04-22 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 107.192.0.50 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Marc Spencer | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 Howard Street | AddressLine1Txt |
| Address Line2 | Suite 250 | AddressLine2Txt |
| City | San Francsico | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $22,470,109 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.summersearch.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1990 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 27 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 187 | TotalEmployeeCnt |
| Total Volunteers | 599 | TotalVolunteersCnt |
| Total Gross UBI | $59,110 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $58,110 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $17,947,760 | PYContributionsGrantsAmt |
| CY Contributions Grants | $18,378,633 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $862,930 | PYInvestmentIncomeAmt |
| CY Investment Income | $566,514 | CYInvestmentIncomeAmt |
| PY Other Revenue | $208 | PYOtherRevenueAmt |
| CY Other Revenue | $59,269 | CYOtherRevenueAmt |
| PY Total Revenue | $18,810,898 | PYTotalRevenueAmt |
| CY Total Revenue | $19,004,416 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,474,264 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,355,672 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $12,238,263 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $12,550,004 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,856,501 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,272,432 | PYOtherExpensesAmt |
| CY Other Expenses | $3,333,269 | CYOtherExpensesAmt |
| PY Total Expenses | $18,984,959 | PYTotalExpensesAmt |
| CY Total Expenses | $19,238,945 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$174,061 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$234,529 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $13,809,079 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,290,437 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,240,405 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,511,049 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $11,568,674 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,779,388 | NetAssetsOrFundBalancesEOYAmt |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $9,073,128 | ExpenseAmt |
| Grant | $3,064,443 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SUMMER PLACEMENT AND MENTORING: Summer Experiential Education Programs - each student receives two full scholarships to life changing summer experiential education programs, including wilderness leadership expeditions, academic enrichment programs,community programs and home-stay abroad. These programs enable students to push themselves and succeed beyond what they think is possible physically, emotionally and intellectually. Weekly mentoring - full time staff work one-on-one providing holistic support and challenging students to gain greater self-awareness and accept responsibility for their growth and academic success. through mentoring, students build a trusting and enduring relationships with an adult, some for the first time in their lives. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,231,046 | ExpenseAmt |
| Grant | $3,712 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | 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 program 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $926,073 | ExpenseAmt |
| Grant | $163,890 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | College 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 College Success staff support students throughout their post-secondary education, especially in their first two years of college (when risk of drop-off is highest), to ensure they are progressing academically, securing financial aid, engaging on campus, and adopting effectively. We provide college students with on-going mentoring, college and financial aid counseling, professional internships, robust networking opportunities with effective role models, career development support, peer support, and philanthropic opportunities. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $808,458 | ExpenseAmt |
| Grant | $123,627 | GrantAmt |
| Revenue | $159 | RevenueAmt |
| Desc | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $808,458 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $123,627 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $159 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $13,038,705 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 61 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 187 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 27 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 27 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Marc Spencer | PersonNm |
| Phone | 4153625225 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 Howard Street | AddressLine1Txt |
| Address Line2 | Suite 250 | AddressLine2Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (37 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| Jim Milligan | |||||||||
| Board Chair | 10 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Cynthia Bengier | |||||||||
| Director | 2.50 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Antoine Addrews | |||||||||
| Director | 2.50 | 0 | Yes (X) | $0 | $0 | $0 | |||
| John Brennan | |||||||||
| Director | 2.50 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Erik C Christoffersen | |||||||||
| Director | 2.50 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Jill Cowan | |||||||||
| Director | 2.50 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Stephanie DiMarco | |||||||||
| Director | 2.50 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Jeff Dorigan | |||||||||
| Director | 2.50 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Dana M Emery | |||||||||
| Director | 2.50 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Lori Espe | |||||||||
| Director | 2.50 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Matthew J Espe | |||||||||
| Director | 2.50 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Teke Kelley | |||||||||
| Director | 2.50 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Robin Klaus | |||||||||
| Director | 2.50 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Sasha Kovriga | |||||||||
| Director | 2.50 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Jean Lee | |||||||||
| Director | 2.50 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Ian MacLeod | |||||||||
| Director | 2.50 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Tom Mattimore | |||||||||
| Director | 2.50 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Elizabeth Obershaw | |||||||||
| Director | 2.50 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Jawali Sawicki | |||||||||
| Director | 2.50 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Jeff Shames | |||||||||
| Director | 2.50 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Bobbi Silten | |||||||||
| Director | 2.50 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Diana S Strandberg | |||||||||
| Director | 2.50 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Bradley Svrluga | |||||||||
| Director | 2.50 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Scott Thomas | |||||||||
| Director | 2.50 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Graves Tompkins | |||||||||
| Director | 2.50 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Erik Toth | |||||||||
| Director | 2.50 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Ted Williams | |||||||||
| Director | 2.50 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Marc Spencer | |||||||||
| CEO (From 10/30/2017) | 40.00 | 0 | Yes (X) | $73,131 | $0 | $177 | |||
| Nick Hutchinson | |||||||||
| COO (From 1/2/18) | 40.00 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Ching Tao | |||||||||
| VP of Finance (From 1/2/18) | 40.00 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Liz Hurst | |||||||||
| VP of Marketing | 40.00 | 0 | $190,770 | $0 | $21,058 | Yes (X) | |||
| Emily Edwards | |||||||||
| VP of Development | 40.00 | 0 | $145,981 | $0 | $2,598 | Yes (X) | |||
| Kaitlin Schroeder | |||||||||
| VP of Program | 40.00 | 0 | $140,233 | $0 | $20,836 | Yes (X) | |||
| Peter Retzlaff | |||||||||
| Executive Director, New York | 40.00 | 0 | $129,471 | $0 | $10,694 | Yes (X) | |||
| Lindsay Hower | |||||||||
| Executive Director, Bay Area (1/1/17-11/1/17) | 40 | 0 | $143,286 | $0 | $9,807 | Yes (X) | |||
| Amy Saxton | |||||||||
| CEO (1/1/17-9/30/17) | 40.00 | 0 | $255,409 | $0 | $14,329 | Yes (X) | |||
| David Crawford | |||||||||
| CFO (1/1/17-9/27/17) | 40.00 | 0 | $142,818 | $0 | $539 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,221,099 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $80,038 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 16 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $4,671,844 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $84,775 | GovernmentGrantsAmt |
| All Other Contributions | $13,622,014 | AllOtherContributionsAmt |
| Noncash Contributions | $1,539,239 | NoncashContributionsAmt |
| Total Contributions | $18,378,633 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $193,184 | TotalRevenueColumnAmt |
| Exclusion | $193,184 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,883,377 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,510,047 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $373,330 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $373,330 | TotalRevenueColumnAmt |
| Exclusion | $373,330 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $955,646 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $4,671,844 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $955,646 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Misc income | 611600 | $159 | $159 | $0 | $0 |
| Qualified transportation benefits | 900099 | $59,110 | $0 | $59,110 | $0 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $59,269 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,004,416 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $159 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $59,110 | UnrelatedBusinessRevenueAmt |
| Exclusion | $566,514 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,355,672 | TotalAmt |
| Program Services | $3,355,672 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $531,943 | TotalAmt |
| Program Services | $48,130 | ProgramServicesAmt |
| Management And General | $301,650 | ManagementAndGeneralAmt |
| Fundraising | $182,163 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,865,614 | TotalAmt |
| Program Services | $6,136,955 | ProgramServicesAmt |
| Management And General | $1,107,590 | ManagementAndGeneralAmt |
| Fundraising | $2,621,069 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,785 | TotalAmt |
| Program Services | $121,159 | ProgramServicesAmt |
| Management And General | $25,920 | ManagementAndGeneralAmt |
| Fundraising | $40,706 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,158,736 | TotalAmt |
| Program Services | $802,311 | ProgramServicesAmt |
| Management And General | $127,175 | ManagementAndGeneralAmt |
| Fundraising | $229,250 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $805,926 | TotalAmt |
| Program Services | $495,418 | ProgramServicesAmt |
| Management And General | $92,218 | ManagementAndGeneralAmt |
| Fundraising | $218,290 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $276,135 | TotalAmt |
| Program Services | $183,781 | ProgramServicesAmt |
| Management And General | $26,205 | ManagementAndGeneralAmt |
| Fundraising | $66,149 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,048 | TotalAmt |
| Management And General | $9,048 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,625 | TotalAmt |
| Management And General | $113,625 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,459 | TotalAmt |
| Management And General | $27,459 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,620 | TotalAmt |
| Program Services | $200 | ProgramServicesAmt |
| Management And General | $2,767 | ManagementAndGeneralAmt |
| Fundraising | $30,653 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,474 | TotalAmt |
| Program Services | $33,301 | ProgramServicesAmt |
| Management And General | $9,290 | ManagementAndGeneralAmt |
| Fundraising | $6,883 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $223,101 | TotalAmt |
| Program Services | $101,375 | ProgramServicesAmt |
| Management And General | $81,566 | ManagementAndGeneralAmt |
| Fundraising | $40,160 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,411,113 | TotalAmt |
| Program Services | $1,111,337 | ProgramServicesAmt |
| Management And General | $173,253 | ManagementAndGeneralAmt |
| Fundraising | $126,523 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $216,257 | TotalAmt |
| Program Services | $114,233 | ProgramServicesAmt |
| Management And General | $54,354 | ManagementAndGeneralAmt |
| Fundraising | $47,670 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,542 | TotalAmt |
| Program Services | $11,718 | ProgramServicesAmt |
| Management And General | $4,054 | ManagementAndGeneralAmt |
| Fundraising | $5,770 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,229 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $5,229 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $172,284 | TotalAmt |
| Program Services | $136,775 | ProgramServicesAmt |
| Management And General | $20,522 | ManagementAndGeneralAmt |
| Fundraising | $14,987 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,745 | TotalAmt |
| Program Services | $3,500 | ProgramServicesAmt |
| Management And General | $39,245 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Communications | $233,064 | $156,429 | $33,341 | $43,294 |
| Finance and bank charges | $99,884 | $0 | $26,040 | $73,844 |
| Postage and printing | $127,805 | $32,767 | $14,508 | $80,530 |
| Other expenses | $270,884 | $193,644 | $48,680 | $28,560 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,238,945 | TotalAmt |
| Program Services | $13,038,705 | ProgramServicesAmt |
| Management And General | $2,343,739 | ManagementAndGeneralAmt |
| Fundraising | $3,856,501 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,062,096 | BOYAmt |
| EOY | $3,577,674 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,416,582 | BOYAmt |
| EOY | $4,221,394 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,736 | BOYAmt |
| EOY | $160,604 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $736,032 | BOYAmt |
| EOY | $1,045,928 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,219,891 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $859,545 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $409,772 | BOYAmt |
| EOY | $360,346 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,083,861 | BOYAmt |
| EOY | $2,924,491 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,809,079 | BOYAmt |
| EOY | $12,290,437 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $768,578 | BOYAmt |
| EOY | $412,250 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $500,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $971,827 | BOYAmt |
| EOY | $1,098,799 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,240,405 | BOYAmt |
| EOY | $1,511,049 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,876,504 | BOYAmt |
| EOY | $6,570,251 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,504,467 | BOYAmt |
| EOY | $4,021,434 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $187,703 | BOYAmt |
| EOY | $187,703 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,568,674 | BOYAmt |
| EOY | $10,779,388 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,809,079 | BOYAmt |
| EOY | $12,290,437 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$234,529 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$330,647 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$224,110 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,806,549 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,623,037 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,069,977 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,947,760 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,378,633 | CurrentTaxYearAmt |
| Total | $90,825,956 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,806,549 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,623,037 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,069,977 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,947,760 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,378,633 | CurrentTaxYearAmt |
| Total | $90,825,956 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,211,570 | SubstantialContributorsTotAmt |
| Public Support Total170 | $86,614,386 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $264,546 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $232,674 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $325,161 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $832,774 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $566,514 | CurrentTaxYearAmt |
| Total | $2,221,669 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $38,481 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,771 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,065 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $208 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $159 | CurrentTaxYearAmt |
| Total | $71,684 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $93,119,309 | TotalSupportAmt |
| Public Support CY170 | 0.93014 | PublicSupportCY170Pct |
| Public Support PY170 | 0.89018 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 | FormAndLineReferenceDesc |
| Explanation | Various reimbursements | ExplanationTxt |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $187,922 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $36 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $187,958 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $187,703 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $219 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $187,922 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $187,703 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $0 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $187,703 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $130,000 | BeginningYearBalanceAmt |
| Contributions | $57,703 | ContributionsAmt |
| Investment Earnings Or Losses | $0 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $187,703 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $60,000 | BeginningYearBalanceAmt |
| Contributions | $70,000 | ContributionsAmt |
| Investment Earnings Or Losses | $0 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $130,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.99 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.01 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Book Value | $0 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $257,099 | OtherCostOrOtherBasisAmt |
| Depreciation | $181,735 | DepreciationAmt |
| Book Value | $75,364 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $472,582 | OtherCostOrOtherBasisAmt |
| Depreciation | $328,485 | DepreciationAmt |
| Book Value | $144,097 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $490,210 | OtherCostOrOtherBasisAmt |
| Depreciation | $349,325 | DepreciationAmt |
| Book Value | $140,885 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $360,346 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Accrued salaries and vacation | $915,996 |
| Deferred rent | $182,803 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,098,799 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $21,133,164 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$330,647 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $1,590,316 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | $955,646 | OtherRevenueAmt |
| Revenue Not Reported | $2,215,315 | RevenueNotReportedAmt |
| Revenue Subtotal | $18,917,849 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $27,459 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $59,108 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $86,567 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $19,004,416 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $21,922,450 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $1,590,316 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | $1,120,648 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $2,710,964 | ExpensesNotReportedAmt |
| Expenses Subtotal | $19,211,486 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $27,459 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $27,459 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $19,238,945 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 provisions 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 positions taken and recognize a tax liability (or asset) if the Organization has taken an uncertain tax position that more-likely than- not would not be sustained upon examination by taxing authorities. Management has analyzed the tax positions taken and has concluded that as of September 30, 2018, 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 routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods pending or in progress. |
| Schedule D, Part XI, Line 2d | $955,646 for Fundraising event expenses |
| Schedule D, Part XI, Line 4b | $59,110 for UBTI and ($2) rounding error |
| Schedule D, Part XII, Line 2d | $955,646 fundraising expenses,$165,000 bad debt expenses and $2 rounding error |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Special events - Gala | Event1Nm |
| Gross Receipts Event1 | $5,627,490 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $4,671,844 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $955,646 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $372,791 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $285,101 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $0 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $297,754 | OtherDirectExpensesEvent1Amt |
| Food And Beverage Other Events | $0 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $0 | EntertainmentOtherEventsAmt |
| Gross Receipts Total | $5,627,490 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $4,671,844 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $955,646 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $0 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $372,791 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $285,101 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $0 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $297,754 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $955,646 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Cash GrantCashGrantAmt |
|---|---|---|---|---|---|
| Summer program trips | 983 | $3,031,714 | Based on invoices | Tuition, airfare, equipment, insurance | |
| College Scholarships | 77 | $0 | $107,211 | ||
| On-going support | 296 | $214,097 | Based on invoices | Test prep, housing, books,tuition, travel | $2,650 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | 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 with a clear presentation of financial need and include a copy of their college transcript, if available. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Amy Saxton | ||||||||||||||
| CEO (1/1/17-9/30/17) | $130,792 | $0 | $0 | $0 | $124,617 | $0 | $0 | $0 | $14,329 | $0 | $269,738 | $0 | $0 | $0 |
| Liz Hurst | ||||||||||||||
| VP of Marketing | $190,770 | $0 | $0 | $0 | $0 | $0 | $2,000 | $0 | $19,058 | $0 | $211,828 | $0 | $0 | $0 |
| Kaitlin Schroeder | ||||||||||||||
| VP of Program | $140,233 | $0 | $0 | $0 | $0 | $0 | $2,000 | $0 | $18,836 | $0 | $161,069 | $0 | $0 | $0 |
| Lindsay Hower | ||||||||||||||
| Executive Director, Bay Area (1/1/17-11/1/17) | $130,953 | $0 | $0 | $0 | $12,333 | $0 | $2,000 | $0 | $7,807 | $0 | $153,093 | $0 | $0 | $0 |
| David Crawford | ||||||||||||||
| CFO (1/1/17-9/27/17) | $124,300 | $0 | $12,000 | $0 | $6,518 | $0 | $0 | $0 | $539 | $0 | $143,357 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part I, Line 4 | FormAndLineReferenceDesc |
| Explanation | Amy Saxton - $107,500 severance pay Lindsay Hower - $12,333 severance pay | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Dana M Emery | |||
| Director | $6,238 | Investment fees | 0 |
| John Osterweis | |||
| Trustee Emeritus | $8,623 | Investment fees | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 43 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,030,591 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (5 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Professional clothing | 7001 | $331,195 | FMV |
| Yes (X) | Travel vouchers | 108 | $88,046 | FMV |
| Yes (X) | Event supplies | 39 | $63,671 | FMV |
| Yes (X) | Event food/beverages | 4 | $20,736 | FMV |
| Yes (X) | Office furniture | 1 | $5,000 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I, Line 32b | FormAndLineReferenceDesc |
| Explanation | Summer Search's gifts of publicly traded securities are sold by Morgan Stanley, Inc. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 filing 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 Human Resources 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 organization 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 XI, Line 9 | $165,000 bad debt expense and $59,110 for UBTI |
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