2019-04-22T16:28:32-07:00 2018-09-30 990 2017-10-01 680200138 SUMMER SEARCH SUMM 4153625225 101 Howard Street Suite 250 San Francisco CA 94105 Marc Spencer CEO 4158757192 2019-04-22 107.192.0.50 2017 2019-02-21 02:37:17Z Marc Spencer 101 Howard Street Suite 250 San Francsico CA 94105 22470109 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. 27 27 187 599 59110 58110 17947760 18378633 0 0 862930 566514 208 59269 18810898 19004416 3474264 3355672 0 0 12238263 12550004 0 0 3856501 3272432 3333269 18984959 19238945 -174061 -234529 13809079 12290437 2240405 1511049 11568674 10779388 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 9073128 3064443 0 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. 2231046 3712 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 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. 926073 163890 0 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. 808458 123627 159 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. 808458 123627 159 13038705 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 1 1 0 0 0 0 0 0 0 0 1 61 0 1 187 1 1 1 0 0 0 0 1 1 0 0 0 0 X 27 27 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 WA X X Marc Spencer 4153625225 101 Howard Street Suite 250 San Francisco CA 94105 Jim Milligan Board Chair 10 0 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 Elizabeth Obershaw 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 Director 2.50 0 X 0 0 0 Scott Thomas 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 Director 2.50 0 X 0 0 0 Marc Spencer CEO (From 10/30/2017) 40.00 0 X 73131 0 177 Nick Hutchinson COO (From 1/2/18) 40.00 0 X 0 0 0 Ching Tao VP of Finance (From 1/2/18) 40.00 0 X 0 0 0 Liz Hurst VP of Marketing 40.00 0 X 190770 0 21058 Emily Edwards VP of Development 40.00 0 X 145981 0 2598 Kaitlin Schroeder VP of Program 40.00 0 X 140233 0 20836 Peter Retzlaff Executive Director, New York 40.00 0 X 129471 0 10694 Lindsay Hower Executive Director, Bay Area (1/1/17-11/1/17) 40 0 X 143286 0 9807 Amy Saxton CEO (1/1/17-9/30/17) 40.00 0 X 255409 0 14329 David Crawford CFO (1/1/17-9/27/17) 40.00 0 X 142818 0 539 1221099 0 80038 16 1 1 0 0 0 0 4671844 0 84775 13622014 1539239 18378633 0 193184 193184 0 0 2883377 2510047 373330 0 373330 373330 955646 4671844 955646 0 0 0 Misc income 611600 159 159 0 0 Qualified transportation benefits 900099 59110 0 59110 0 0 0 0 0 59269 19004416 159 59110 566514 0 0 3355672 3355672 0 0 0 0 531943 48130 301650 182163 0 0 0 0 9865614 6136955 1107590 2621069 187785 121159 25920 40706 1158736 802311 127175 229250 805926 495418 92218 218290 276135 183781 26205 66149 9048 9048 113625 113625 27459 27459 33620 200 2767 30653 49474 33301 9290 6883 223101 101375 81566 40160 0 0 0 0 1411113 1111337 173253 126523 216257 114233 54354 47670 0 0 0 0 21542 11718 4054 5770 5229 0 5229 0 0 0 0 0 172284 136775 20522 14987 42745 3500 39245 0 Communications 233064 156429 33341 43294 Finance and bank charges 99884 0 26040 73844 Postage and printing 127805 32767 14508 80530 Other expenses 270884 193644 48680 28560 19238945 13038705 2343739 3856501 0 0 4062096 3577674 4416582 4221394 100736 160604 0 0 0 0 736032 1045928 1219891 859545 409772 360346 4083861 2924491 0 0 0 0 0 0 0 0 13809079 12290437 768578 412250 0 0 0 0 0 0 0 0 0 0 0 0 500000 0 971827 1098799 2240405 1511049 X 6876504 6570251 4504467 4021434 187703 187703 11568674 10779388 13809079 12290437 X -234529 -330647 0 0 0 -224110 X 0 1 X 1 0 X 15806549 19623037 19069977 17947760 18378633 90825956 15806549 19623037 19069977 17947760 18378633 90825956 4211570 86614386 264546 232674 325161 832774 566514 2221669 38481 1771 31065 208 159 71684 93119309 0.93014 0.89018 X Schedule A, Part II, Line 10 Various reimbursements 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 60000 70000 0 0 0 0 130000 0 0.99 0.01 0 0 0 0 0 0 0 0 0 0 257099 181735 75364 0 472582 328485 144097 0 490210 349325 140885 360346 0 Accrued salaries and vacation 915996 Deferred rent 182803 1098799 X 21133164 -330647 1590316 0 955646 2215315 18917849 27459 59108 86567 19004416 21922450 1590316 0 0 1120648 2710964 19211486 27459 0 27459 19238945 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 Special events - Gala 5627490 4671844 955646 0 0 372791 285101 0 297754 0 0 5627490 4671844 955646 0 0 372791 285101 0 297754 955646 0 1 Summer program trips 983 3031714 Based on invoices Tuition, airfare, equipment, insurance College Scholarships 77 107211 0 On-going support 296 2650 214097 Based on invoices Test prep, housing, books,tuition, 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 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 0 0 Amy Saxton CEO (1/1/17-9/30/17) 130792 0 0 0 124617 0 0 0 14329 0 269738 0 0 0 Liz Hurst VP of Marketing 190770 0 0 0 0 0 2000 0 19058 0 211828 0 0 0 Kaitlin Schroeder VP of Program 140233 0 0 0 0 0 2000 0 18836 0 161069 0 0 0 Lindsay Hower Executive Director, Bay Area (1/1/17-11/1/17) 130953 0 0 0 12333 0 2000 0 7807 0 153093 0 0 0 David Crawford CFO (1/1/17-9/27/17) 124300 0 12000 0 6518 0 0 0 539 0 143357 0 0 0 Schedule J, Part I, Line 4 Amy Saxton - $107,500 severance pay Lindsay Hower - $12,333 severance pay Dana M Emery Director 6238 Investment fees 0 John Osterweis Trustee Emeritus 8623 Investment fees 0 X 43 1030591 FMV X Professional clothing 7001 331195 FMV X Travel vouchers 108 88046 FMV X Event supplies 39 63671 FMV X Event food/beverages 4 20736 FMV X Office furniture 1 5000 FMV 0 1 0 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 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