2018-08-08T18:34:59-07:00 2017-09-30 990 2016-10-01 680200138 SUMMER SEARCH SUMM 4153625225 101 Howard Street Suite 250 San Francisco CA 94105 Marc Spencer CEO 4153625225 2018-08-02 2016 2022-09-23 18:48:47Z Marc Spencer 101 Howard Street Suite 250 San Francisco CA 94105 20917435 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. 26 26 198 599 0 0 19069977 17947760 0 0 325161 862930 31065 208 19426203 18810898 3610517 3474264 0 0 11609279 12238263 0 0 4007728 3452653 3272432 18672449 18984959 753754 -174061 13470491 13809079 1081056 2240405 12389435 11568674 X Our mission is to support students from low-income backgrounds transform what they believe is possible for themselves and strengthen the skills they need to become college-educated leaders who give back to their families and communities. 0 0 8988909 3229872 0 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 service 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 with students 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 relationship with an adult, some for the first time in their lives. 2170546 1896 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 in conducted year-round through a series of intensive workshops delivered in person by highly-trained staff and youth development experts. 708567 65438 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. 799600 177058 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. 799600 177058 0 12667622 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 69 0 1 198 1 0 0 0 0 0 1 1 0 0 0 0 X 26 26 1 0 0 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 0 CA MA NY PA WA X X Ching Tao 4156325225 101 Howard Street Suite 250 San Francisco CA 94105 Jim Milligan Board Chair 20 X X 0 0 0 Cynthia Bengier Director 2.5 X 0 0 0 Erik Christoffersen Director 2.5 X 0 0 0 Stephanie DiMarco Director 2.5 X 0 0 0 Lindsay Gruber Dunham Director 2.5 X 0 0 0 Fred Eisenhart Director 2.5 X 0 0 0 Dana Emery Director 2.5 X 0 0 0 Lori Espe Director 2.5 X 0 0 0 Matt Espe Director 2.5 X 0 0 0 Teke Kelley Director 2.5 X 0 0 0 Robin Klaus Director 2.5 X 0 0 0 Sasha Kovriga Director 2.5 X 0 0 0 Ian MacLeod Director 2.5 X 0 0 0 Elizabeth Obershaw Director 2.5 X 0 0 0 Liebe Patterson Director 2.5 X 0 0 0 Leslie Riedel Director 2.5 X 0 0 0 Jabali Sawicki Director 2.5 X 0 0 0 Jeff Shames Director 2.5 X 0 0 0 Bobbi Silten Director 2.5 X 0 0 0 Diana Strandberg Director 2.5 X 0 0 0 Bradley Svrluga Director 2.5 X 0 0 0 Deborah Thaxter Director 2.5 X 0 0 0 Scott Thomas Director 2.5 X 0 0 0 Graves Tompkins Director 2.5 X 0 0 0 Erik Toth Director 2.5 X 0 0 0 Ted Williams Director 2.5 X 0 0 0 Amy Saxton Chief Executive Officer 40 X 203858 0 19959 Elizabeth Hurst Interim Chief Operating Officer 40 X 190000 0 22459 Guadalupe Nickell Chief Development Officer 40 X 185000 0 11902 Sandra LaFleur VP Program (1/1/16-12/9/16) 40 X 139610 0 16968 David Crawford Chief Financial Officer (9/1/16-12/31/16) 40 X 60000 0 0 Lindsay Hower Executive Director (Bay Area) 40 X 150349 0 11902 Elizabeth Marino Executive Director (Boston) 40 X 138348 0 2672 Peter Retzlaff Executive Director (New York) 40.00 X 130975 0 11906 Dana Hagenbuch Senior Director of Talent Acquisition 40.00 X 123000 0 21729 Janice Yang Senior Director of Program 40.00 X 115569 0 11876 1436709 0 131373 19 0 1 0 0 0 0 4797691 0 0 13150069 643582 17947760 0 254556 0 0 254556 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1707530 0 1099156 0 608374 0 608374 0 0 608374 1007381 4797691 1007381 0 0 0 0 0 0 0 0 0 Misc income 611600 208 208 0 0 0 0 0 0 208 18810898 208 0 862930 0 0 3474264 3474264 0 0 0 0 856375 207975 420856 227544 0 0 0 0 9316652 5719254 879551 2717847 198198 134307 23291 40600 1074999 766467 75825 232707 792039 475722 89420 226897 369758 189166 98511 82081 42698 0 42698 0 113357 0 113357 0 0 0 0 0 0 0 30156 0 30156 0 0 0 0 0 24664 115 2030 22519 51806 25837 19174 6795 168921 69297 64089 35535 0 0 0 0 1341328 1039520 175049 126759 199812 99600 51494 48718 0 0 0 0 32088 25884 3009 3195 1325 0 1325 0 0 0 0 0 169823 131569 22187 16067 38005 0 38005 0 Equipment purchase and repair 48945 48534 411 0 Communications 188253 112519 39290 36444 Postage and printing 122999 32209 16421 74369 Program event expenses 63356 62101 1255 0 265138 53282 102205 109651 18984959 12667622 2309609 4007728 0 0 2982146 4062096 4805386 4416582 9145 100736 0 0 0 0 0 0 0 0 718166 736032 1144668 734896 446649 409772 4508999 4083861 0 0 0 0 0 0 0 0 13470491 13809079 526852 768578 0 0 0 0 0 0 0 0 0 0 0 0 0 500000 554204 971827 1081056 2240405 X 6533500 6876504 5668232 4504467 187703 187703 12389435 11568674 13470491 13809079 X -174061 -206500 1590250 0 0 -2030450 X 0 1 X 1 0 X 9891901 10820024 14116309 13726111 13014944 61569289 9891901 10820024 14116309 13726111 13014944 61569289 5095647 56473642 143549 264546 232674 325161 832774 1798704 887 38481 1771 31065 208 72412 63440405 0.89018 0.88499 X Schedule A, Part II, Line 10 Various reimbursements RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 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 60000 0 0 0 0 0 60000 0 0.99 0.01 0 0 0 0 0 0 0 0 0 0 273377 180909 92468 0 410347 253856 156491 0 460944 300131 160813 409772 Accrued salaries and vacation 781674 Deferred rent 190153 971827 X 20731673 -206500 1590250 0 567181 1950931 18780742 30156 0 30156 18810898 21552434 1590250 0 0 1007381 2597631 18954803 30156 0 30156 18984959 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 provisions taken and recognize a tax liability (or asset) if the organization has taken uncertain tax provision that more-likely-than-not would be sustained upon examination by taxing authorities. Management has analyzed the tax provision take and has concluded that as of September 30, 2017, there are no uncertain tax provisions 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 $1,007,381 fundraising event expenses and -$440,200 bad debt losses Schedule D, Part XII, Line 2d $1,007,381 fundraising event expenses Special events 5805072 4797691 1007381 0 0 521738 190082 0 295561 0 0 5805072 4797691 1007381 0 0 521738 190082 0 295561 1007381 0 1 Student summer trips 939 3199375 Based on invoices Tuition, travel, equipment, insurance College scholarships 103 179093 On-going support 173 5250 90546 Based on invoices Internships, test prep, housing, books 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 of post-secondary related expenses. The student must attend a two to 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. 0 0 0 0 0 0 0 0 0 Amy Saxton CEO 203858 0 0 0 0 0 0 0 19959 0 223817 0 Elizabeth Hurst Interm COO 177500 0 12500 0 0 0 2000 0 20459 0 212459 0 Guadalupe Nickell CDO 185000 0 0 0 0 0 2000 0 9902 0 196902 0 Sandra LaFleur VP Program (1/1/16-12/9/16) 139610 0 0 0 0 0 2000 0 14968 0 156578 0 Lindsay Hower Executive Director (Bay Area) 149149 0 1200 0 0 0 2000 0 9902 0 162251 0 Dana Morton Emery Director 7624 Investment fees 0 John Osterweis Trustee Emeritus 12414 Investment fees 0 X 43 508457 Fair market value X Event food/beverage 10 90932 Fair market value X Event supplies 73 40118 Fair market value X Computer/furniture 3 4075 Fair market value 0 1 0 Form 990, Part III, Line 4d The organization helps students realized 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 provides 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. Form 990, Part VI, Section A, Line 2 Matt and Lori Espe - family relationship Form 990, Part VI, Section B, Line 11b Prior to filing the form 990, a draft of public version is provided to the audit committee of the Board for review. After this review, the same public version of 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 tasked 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 In-kind services and use of facilities of $1,590,250 and bad debt losses of $440,200