BRIDGE SCHOOL: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- BRIDGE SCHOOL (EIN 95-4068784)
- Tax period
- 2015-08-01 to 2016-07-31
- Filed
- 2017-04-18
- IRS object ID
- 201731089349300028
- Schema version
- 2015v3.0
- 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 E
- Schedule G
- Schedule I
- Schedule J
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-04-18T11:41:01-05:00 | ReturnTs |
| Tax Period End | 2016-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941254756 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOOD & STRONG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 BATTERY ST STE 900 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954068784 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BRIDGE SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRID | BusinessNameControlTxt |
| Phone | 6506967295 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 545 EUCALYPTUS AVENUE | AddressLine1Txt |
| City | HILLSBOROUGH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94010 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR VICKI CASELLA | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6506967295 | PhoneNum |
| Signature | 2017-03-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MAGA E KISRIEV | PreparerPersonNm |
| PTIN | P01008919 | PTIN |
| Phone | 4157810793 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DR VICKI CASELLA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 545 EUCALYPTUS AVENUE | AddressLine1Txt |
| City | HILLSBOROUGH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,873,618 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BRIDGESCHOOL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1986 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO EDUCATE CHILDREN WITH SEVERE SPEECH AND PHYSICAL IMPAIRMENTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 26 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,266,966 | PYContributionsGrantsAmt |
| CY Contributions Grants | $947,954 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $781,037 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $808,305 | CYProgramServiceRevenueAmt |
| PY Investment Income | $485,331 | PYInvestmentIncomeAmt |
| CY Investment Income | $418,684 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,489,971 | PYOtherRevenueAmt |
| CY Other Revenue | $864,599 | CYOtherRevenueAmt |
| PY Total Revenue | $4,023,305 | PYTotalRevenueAmt |
| CY Total Revenue | $3,039,542 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $74,207 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $58,353 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,746,632 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,833,451 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $22,365 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $889,517 | PYOtherExpensesAmt |
| CY Other Expenses | $841,553 | CYOtherExpensesAmt |
| PY Total Expenses | $2,710,356 | PYTotalExpensesAmt |
| CY Total Expenses | $2,733,357 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,312,949 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $306,185 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $16,752,813 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,732,503 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $210,597 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $183,235 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $16,542,216 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $16,549,268 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TEACHING AND ENSURING THAT CHILDREN WITH SEVERE SPEECH AND PHYSICAL IMPAIRMENTS ACHIEVE FULL PARTICIPATION IN THEIR COMMUNITIES THROUGH THE USE OF ASSISTIVE TECHNOLOGY AND THE DEVELOPMENT, IMPLEMENTATION AND DISSEMINATION OF INNOVATIVE EDUCATIONAL STRATEGIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,564,235 | ExpenseAmt |
| Grant | $52,733 | GrantAmt |
| Revenue | $773,705 | RevenueAmt |
| Desc | EDUCATIONTHE BRIDGE SCHOOL'S EDUCATION PROGRAM PROVIDES INTENSIVE INTERVENTION IN EDUCATION AND COMMUNICATION TO STUDENTS WITH COMPLEX COMMUNICATION NEEDS AND SEVERE PHYSICAL IMPAIRMENTS. THE SCHOOL PROGRAM SERVES CHILDREN IN THE SAN FRANCISCO BAY AREA AND OPERATES FROM 8:30 AM UNTIL 3:00 PM ON A 180 DAY ACADEMIC YEAR. TWO CLASSROOMS SERVE 14 CHILDREN RANGING IN AGE FROM 3 TO 14 YEARS. THE EDUCATIONAL CURRICULUM IS BASED ON CORE STANDARDS ESTABLISHED BY THE CALIFORNIA DEPARTMENT OF EDUCATION. DELIVERY OF THE CURRICULUM IS ENSURED THROUGH INNOVATIVE TEACHING AND COMMUNICATION TECHNIQUES AND ASSISTIVE TECHNOLOGY. STUDENTS HAVE AGE-APPROPRIATE INCLUSION OPPORTUNITIES IN GENERAL EDUCATION CLASSES AT NORTH ELEMENTARY AND CROCKER MIDDLE SCHOOLS. THE BRIDGE SCHOOL'S EDUCATIONAL PROGRAM IS DESIGNED TO SUPPORT THE FOLLOWING GENERAL OUTCOMES FOR EACH ENROLLED STUDENT. STUDENTS WILL:1. DEVELOP COMPETENCE USING AUGMENTATIVE AND ALTERNATIVE COMMUNICATION SYSTEMS AND STRATEGIES2. HAVE CLEARLY DEFINED STRATEGIES FOR PARTICIPATION IN THE GENERAL EDUCATION CURRICULUM AND CLASSROOM ACTIVITIES3. HAVE GAINED ACCESS TO INSTRUCTIONAL MATERIALS THROUGH ASSISTIVE TECHNOLOGY APPLICATIONSCOMPREHENSIVE ASSESSMENTS ARE CONDUCTED WITH EACH STUDENT BY THE EDUCATIONAL TEAM, WHICH MAY INCLUDE A SPECIAL EDUCATOR, A SPEECH AND LANGUAGE THERAPIST, AN ASSISTIVE TECHNOLOGIST, AND/OR ANCILLARY SUPPORT STAFF. THESE ASSESSMENTS ARE CONDUCTED DURING THE FIRST YEAR OF ENROLLMENT, AT THE TIME OF THE CHILD'S TRIENNIAL REVIEW, AND PRIOR TO TRANSITION. THE ASSESSMENT INFORMATION IS INCORPORATED INTO THE EDUCATIONAL NARRATIVE FOR THE ANNUAL IEP REVIEW ALONG WITH DATA/ INFORMATION COLLECTED ON THE GOALS AND OBJECTIVES IMPLEMENTED FOR EACH STUDENT. GUIDING PRINCIPLES: THE BRIDGE SCHOOL'S EDUCATIONAL PROGRAM IS BASED ON THE PRINCIPLE OF PROVIDING ACCESS TO AND PARTICIPATION IN A STATE APPROVED, AGE-APPROPRIATE CURRICULUM ADAPTED TO THE SPECIAL NEEDS OF CHILDREN WITH MOTOR, SENSORY AND SPEECH IMPAIRMENTS. OUR OVERALL MOTTO, PARTICIPATION THROUGH COMMUNICATION, IS SUPPORTED BY OUR FOCUS ON DEVELOPING AUGMENTATIVE AND ALTERNATIVE COMMUNICATION SYSTEMS FOR ALL STUDENTS WITHIN THE CONTEXT OF AN ACADEMIC CURRICULUM. THE EDUCATIONAL PROGRAM IS DESIGNED TO:- ASSIST STUDENTS IN DEVELOPING COMPETENCE IN USING AAC SYSTEMS AND STRATEGIES- PROVIDE STUDENTS ACCESS TO A GENERAL EDUCATION CURRICULUM THROUGH ACTIVE PARTICIPATION IN ALL CLASSROOM ACTIVITIES- MAXIMIZE EACH STUDENT'S EDUCATIONAL POTENTIAL BY PROVIDING ACCESS TO ASSISTIVE TECHNOLOGY FOR LEARNING AND TOOLS FOR LITERACY DEVELOPMENT- TRANSITION STUDENTS TO THEIR HOME SCHOOL DISTRICTS IN THE LEAST RESTRICTIVE ENVIRONMENT ONCE THEY ACHIEVE COMPETENCE WITH AAC AND TECHNOLOGY FOR LEARNING- PROVIDE LONG-TERM SUPPORT TO STUDENTS AND THEIR EDUCATIONAL TEAMS IN THE HOME SCHOOL DISTRICT PLACEMENT | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $309,162 | ExpenseAmt |
| Grant | $5,620 | GrantAmt |
| Revenue | $34,600 | RevenueAmt |
| Desc | OUTREACH AND DISSEMINATIONTHE BRIDGE SCHOOL'S MISSION IS TO IMPROVE THE QUALITY OF LIFE FOR INDIVIDUALS WHO USE AUGMENTATIVE AND ALTERNATIVE COMMUNICATION (AAC) AND ASSISTIVE TECHNOLOGY (AT) GLOBALLY. KEY TO ACHIEVING THIS MISSION IS THE GLOBAL DISSEMINATION OF EFFECTIVE INTERVENTION STRATEGIES DEVELOPED AND TESTED IN OUR EDUCATIONAL PROGRAM TO PARENTS, PROFESSIONALS AND USERS OF AAC/AT. VARIOUS AVENUES ARE USED IN OUR DISSEMINATION EFFORTS INCLUDING A WEEK-LONG AAC CAMP, LOCAL ACCESS FAIRS, AN INTERNATIONAL TEACHER-IN-RESIDENCE PROGRAM, OUR AAC BY THE BAY CONFERENCE, OUR ADULT ACTIVITY GROUP AND OUR INFORMATION-RICH WEB SITE. OUR STAFF PRESENTS AT NUMEROUS PROFESSIONAL CONFERENCES; WE PUBLISH ARTICLES IN REFEREED JOURNALS; WE TRAIN INDIVIDUALS FROM LOCAL UNIVERSITIES AND EVERY OTHER YEAR, WE HOST A PROFESSIONAL FROM A DEVELOPING COUNTRY AS A TEACHER-IN-RESIDENCE. THIS PROFESSIONAL STUDIES WITH OUR STAFF FOR 7 TO 10 MONTHS, ATTENDS LOCAL UNIVERSITY CLASSES, VISITS COMPARABLE EDUCATIONAL PROGRAMS, AND PARTICIPATES IN PROFESSIONAL CONFERENCES. WHEN THE TEACHER-IN-RESIDENCE RETURNS TO HIS/HER HOME COUNTRY, THEY WORK WITH THEIR LOCAL SUPPORT NETWORK TO DISSEMINATE THE STRATEGIES THEY HAVE LEARNED FROM THEIR EXPERIENCES DURING THEIR RESIDENCY. THE BRIDGE SCHOOL FOLLOWS UP WITH AN IN-COUNTRY VISIT TO PROVIDE SITE-SPECIFIC TRAINING, CONDUCT LOCAL AND REGIONAL WORKSHOPS, PROVIDE DEMONSTRATION TEACHING, RESPOND TO RADIO AND TELEVISION INTERVIEWS AND PARTICIPATE IN ORGANIZED CONFERENCE EVENTS.ALL OF OUR OUTREACH AND DISSEMINATION EFFORTS ARE DESIGNED TO HAVE GLOBAL IMPACT ON THE EDUCATION OF CHILDREN WITH SEVERE PHYSICAL IMPAIRMENTS AND COMPLEX COMMUNICATION NEEDS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $311,099 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | TRANSITIONTHE BRIDGE SCHOOL IS A TRANSITIONAL PLACEMENT FOR CHILDREN. OUR GOAL IS TO PROVIDE SHORT-TERM, INTENSIVE INTERVENTION AIMED AT PREPARING THE CHILDREN TO RETURN TO THEIR HOME SCHOOL DISTRICT PLACEMENTS AS QUICKLY AS POSSIBLE WITH THE SKILLS THEY NEED TO BE SUCCESSFUL PARTICIPANTS IN THEIR EDUCATIONAL AND SOCIAL SITUATIONS. PROVIDING SUPPORT SERVICES WHEN THE STUDENT LEAVES THE BRIDGE SCHOOL IS CRITICAL TO THEIR SUCCESS. AS THE STUDENT DEVELOPS HIS/HER COMMUNICATION SKILLS WITHIN THE BRIDGE SCHOOL ENVIRONMENT, WORK ALSO MOVES FORWARD IN THE AREA OF TRANSITION. WHEN THE IEP TEAM DETERMINES THAT A STUDENT IS READY FOR TRANSITION, OUR TRANSITION TEAM WORKS COLLABORATIVELY WITH THE PARENTS, THE SCHOOL DISTRICT PROFESSIONALS AND THE STUDENT TO SECURE AN APPROPRIATE PLACEMENT OF THE STUDENT. WHILE AT THE BRIDGE SCHOOL, EACH STUDENT SPENDS A PERCENTAGE OF HIS/HER DAY IN A GENERAL EDUCATION CLASSROOM ENVIRONMENT. OUR PARTNERSHIP WITH THE HILLSBOROUGH CITY SCHOOL DISTRICT GIVES US THE OPPORTUNITY FOR EACH BRIDGE STUDENT TO PARTICIPATE IN AN AGE-APPROPRIATE CLASSROOM AT NORTH ELEMENTARY OR CROCKER MIDDLE SCHOOL. DURING THESE EXPERIENCES, OUR STAFF IS ABLE TO DETERMINE WHAT ACCOMMODATIONS AND MODIFICATIONS ARE NECESSARY FOR THE STUDENT TO BE ABLE TO ACTIVELY PARTICIPATE IN THE CURRICULUM ALONGSIDE THEIR TYPICALLY DEVELOPING PEERS.PRIOR TO LEAVING THE BRIDGE SCHOOL, TRANSITION TEAM MEMBERS WORK WITH THE HOME SCHOOL DISTRICT AND THE PARENTS TO:- ASSESS POTENTIAL PLACEMENTS- DOCUMENT EFFECTIVE STRATEGIES USED AT THE BRIDGE SCHOOL- IDENTIFY APPROPRIATE EXPECTATIONS FOR ACADEMIC AND SOCIAL PARTICIPATION- PROVIDE GUIDANCE TO STAFF AND FAMILIES TO NAVIGATE THE TRANSITION PROCESSUPON TRANSITIONING, BRIDGE SCHOOL STUDENTS HAVE ACCESS TO VARIOUS PLACEMENT OPTIONS. MANY EXPERIENCE SUCCESS IN THE GENERAL EDUCATION ENVIRONMENT WITH SUPPORT, APPROPRIATE MODIFICATIONS AND WITH THE AID OF AN INSTRUCTIONAL ASSISTANT. FOR A SMALL NUMBER OF STUDENTS, AN ALTERNATE PROGRAM PLACEMENT IS STILL MOST APPROPRIATE. IN ALL SCHOOL DISTRICTS, A CONTINUUM OF SERVICES MUST BE AVAILABLE AND THE BRIDGE SCHOOL TRANSITION TEAM IS AVAILABLE TO WORK WITH THE FORMER STUDENT AND THEIR EDUCATIONAL TEAMS, REGARDLESS OF CHOICE OF PLACEMENT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,184,496 | 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 | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | 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 | Yes (1) | 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 | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | 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 | 29 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 26 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | 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 | 0 | LocalChaptersInd |
| 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VICKI CASELLA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6506967295 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 545 EUCALYPTUS AVENUE | AddressLine1Txt |
| City | HILLSBOROUGH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94010 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| PEGI YOUNG | |||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| STEVE ATKINSON | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BRIAN MORTON | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BRYAN BELL | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES FORDERER | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ELLIOT ROBERTS | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NEIL YOUNG | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SARAH BLACKSTONE PHD | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR VICKI CASELLA | |||||||
| EXECUTIVE DIRECTOR | 35.00 | Yes (X) | $199,125 | $0 | $11,441 | ||
| MARY HUNT-BERG | |||||||
| EDUCATION/RESEARCH DIR (THRU 5/16) | 35.00 | $137,111 | $0 | $23,827 | Yes (X) | ||
| SARAH BAROODY | |||||||
| EDUCATION/TRANSITION DIR | 35.00 | $123,226 | $0 | $7,866 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $459,462 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $43,134 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $7,985 | FederatedCampaignsAmt |
| Fundraising | $253,131 | FundraisingAmt |
| All Other Contributions | $686,838 | AllOtherContributionsAmt |
| Noncash Contributions | $1,795 | NoncashContributionsAmt |
| Total Contributions | $947,954 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TUITION AND FEES | Desc |
| Business | 611600 | BusinessCd |
| Total Revenue Column | $808,305 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $808,305 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $808,305 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $188,678 | TotalRevenueColumnAmt |
| Exclusion | $188,678 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,805 | TotalRevenueColumnAmt |
| Exclusion | $20,805 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,061,522 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,831,516 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $230,006 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $230,006 | TotalRevenueColumnAmt |
| Exclusion | $230,006 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $792,334 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $253,131 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $2,560 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $789,774 | TotalRevenueColumnAmt |
| Exclusion | $789,774 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $54,020 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $54,020 | TotalRevenueColumnAmt |
| Exclusion | $54,020 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,039,542 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $808,305 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,283,283 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,353 | TotalAmt |
| Program Services | $58,353 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $206,192 | TotalAmt |
| Program Services | $160,830 | ProgramServicesAmt |
| Management And General | $45,362 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,313,809 | TotalAmt |
| Program Services | $1,197,333 | ProgramServicesAmt |
| Management And General | $116,476 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,151 | TotalAmt |
| Program Services | $56,215 | ProgramServicesAmt |
| Management And General | $7,936 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,252 | TotalAmt |
| Program Services | $128,128 | ProgramServicesAmt |
| Management And General | $8,124 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,047 | TotalAmt |
| Program Services | $101,554 | ProgramServicesAmt |
| Management And General | $11,493 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,000 | TotalAmt |
| Management And General | $15,000 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,140 | TotalAmt |
| Management And General | $96,140 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,819 | TotalAmt |
| Management And General | $63,819 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,123 | TotalAmt |
| Program Services | $68,849 | ProgramServicesAmt |
| Management And General | $13,724 | ManagementAndGeneralAmt |
| Fundraising | $2,550 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,440 | TotalAmt |
| Fundraising | $6,440 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,813 | TotalAmt |
| Program Services | $29,361 | ProgramServicesAmt |
| Management And General | $9,774 | ManagementAndGeneralAmt |
| Fundraising | $6,678 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,785 | TotalAmt |
| Program Services | $52,676 | ProgramServicesAmt |
| Management And General | $40,109 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,312 | TotalAmt |
| Program Services | $141,581 | ProgramServicesAmt |
| Management And General | $15,731 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,544 | TotalAmt |
| Program Services | $43,590 | ProgramServicesAmt |
| Management And General | $516 | ManagementAndGeneralAmt |
| Fundraising | $438 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $820 | TotalAmt |
| Program Services | $540 | ProgramServicesAmt |
| Management And General | $280 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,326 | TotalAmt |
| Program Services | $90,448 | ProgramServicesAmt |
| Management And General | $8,878 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,630 | TotalAmt |
| Program Services | $34,355 | ProgramServicesAmt |
| Management And General | $11,275 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|---|
| BANK & BROKER'S FEES | $54,928 | $48,669 | $6,259 | |
| STUDENTS' OUTING, STAFF | $19,047 | $7,244 | $11,803 | |
| PARENT'S FUND EXPENSES | $6,894 | $1,517 | $5,377 | |
| LICENSES AND MEMBERSHIP | $6,817 | $4,429 | $2,388 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,115 | TotalAmt |
| Program Services | $1,115 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,733,357 | TotalAmt |
| Program Services | $2,184,496 | ProgramServicesAmt |
| Management And General | $526,496 | ManagementAndGeneralAmt |
| Fundraising | $22,365 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,300 | BOYAmt |
| EOY | $69,740 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,522,550 | BOYAmt |
| EOY | $2,660,936 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,043 | BOYAmt |
| EOY | $73,248 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,989 | BOYAmt |
| EOY | $77,155 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,863,327 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,784,579 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $178,074 | BOYAmt |
| EOY | $78,748 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,952,454 | BOYAmt |
| EOY | $5,474,199 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,844,403 | BOYAmt |
| EOY | $8,298,477 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,752,813 | BOYAmt |
| EOY | $16,732,503 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $210,597 | BOYAmt |
| EOY | $183,235 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $210,597 | BOYAmt |
| EOY | $183,235 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,431,997 | BOYAmt |
| EOY | $10,058,042 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,528,486 | BOYAmt |
| EOY | $1,432,259 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,581,733 | BOYAmt |
| EOY | $5,058,967 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,542,216 | BOYAmt |
| EOY | $16,549,268 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,752,813 | BOYAmt |
| EOY | $16,732,503 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $306,185 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$299,133 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,952,100 | BeginningYearBalanceAmt |
| Contributions | $477,234 | ContributionsAmt |
| Investment Earnings Or Losses | -$65,458 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $8,363,876 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,345,163 | BeginningYearBalanceAmt |
| Contributions | $524,474 | ContributionsAmt |
| Investment Earnings Or Losses | $82,463 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $7,952,100 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,765,482 | BeginningYearBalanceAmt |
| Contributions | $185,791 | ContributionsAmt |
| Investment Earnings Or Losses | $393,890 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $7,345,163 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,371,679 | BeginningYearBalanceAmt |
| Contributions | $22,049 | ContributionsAmt |
| Investment Earnings Or Losses | $371,754 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $6,765,482 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,890,892 | BeginningYearBalanceAmt |
| Contributions | $1,475,011 | ContributionsAmt |
| Investment Earnings Or Losses | $5,776 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $6,371,679 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.27220 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.60490 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.12290 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,823,986 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,821,462 | DepreciationAmt |
| Book Value | $2,524 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,039,341 | OtherCostOrOtherBasisAmt |
| Depreciation | $963,117 | DepreciationAmt |
| Book Value | $76,224 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $78,748 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FUNDS HELD AT SVCF | Desc |
| Book Value | $8,298,477 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $8,298,477 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,748,496 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$299,132 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $71,905 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | -$227,227 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,975,723 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $63,819 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $63,819 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,039,542 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,741,443 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $71,905 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $71,905 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,669,538 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $63,819 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $63,819 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,733,357 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | SPENDING POLICY AND HOW THE INVESTMENT OBJECTIVES RELATE TO SPENDING POLICY. EACH YEAR UP TO 5% OF THE INVESTMENT BALANCE (CALCULATED ON A THIRTY-SIX MONTH ROLLING AVERAGE OF THE MARKET VALUE) WILL BE MADE AVAILABLE FOR APPROPRIATION. IN ESTABLISHING THIS POLICY, THE SCHOOL HAS CONSIDERED THE LONG-TERM EXPECTED RETURN ON ITS ENDOWMENT. ACCORDINGLY, OVER THE LONG TERM, THE SCHOOL EXPECTS THE CURRENT SPENDING POLICY TO ALLOW ITS ENDOWMENT TO MAINTAIN ITS PURCHASING POWER. IN SOME CASES THE DONOR SPECIFIES THE SPENDING POLICY OF THE FUND AND/OR HOW THESE FUNDS MAY BE SPENT. |
| PART X, LINE 2: | THE SCHOOL IS A TAX-EXEMPT ORGANIZATION UNDER THE INTERNAL REVENUE CODE SECTION 501(C)(3) AND BY THE CALIFORNIA FRANCHISE TAX BOARD UNDER SECTION 23701D. MANAGEMENT EVALUATED THE SCHOOL'S TAX POSITIONS AND CONCLUDED THAT THE SCHOOL HAD MAINTAINED IT TAX EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRED ADJUSTMENT TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | 0 | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | BRIDGE SCHOOL MAKES ITS RACIALLY NONDISCRIMINATORY POLICY AVAILABLE TO ALL PARTS OF THE GENERAL COMMUNITY VIA THE SCHOOL'S WEBSITE. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BRIDGE SCHOOL BENEFIT CONCERT | Event1Nm |
| Gross Receipts Event1 | $1,045,465 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $253,131 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $792,334 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $2,560 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $1,045,465 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $253,131 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $792,334 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $2,560 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $2,560 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $789,774 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $54,020 | GrossRevenueOtherGamingAmt |
| Volunteer Labor Other Gaming | Yes (1) | VolunteerLaborOtherGamingInd |
| Volunteer Labor Other Gaming | 1.00000 | VolunteerLaborOtherGamingPct |
| Gross Revenue Total Gaming | $54,020 | GrossRevenueTotalGamingAmt |
| Net Gaming Income Summary | $54,020 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | CA | StatesWhereGamingConductedCd |
| Licensed | 0 | LicensedInd |
| Explanation If No | THE BRIDGE SCHOOL IS AN EDUCATIONAL INSTITUTION. IN PURSUANT TO PENAL CODE SECTION 320.5, EDUCATIONAL INSTITUTIONS ARE EXEMPT FROM RAFFLE REGISTRATION WITH THE CALIFORNIA ATTORNEY GENERAL'S REGISTRY OF CHARITABLE TRUSTS. | ExplanationIfNoTxt |
| License Suspended Etc | 0 | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | 0 | GamingWithNonmembersInd |
| Member Of Other Entity | 0 | MemberOfOtherEntityInd |
| Gaming Own Facility | 0.00000 | GamingOwnFacilityPct |
| Gaming Other Facility | 1.00000 | GamingOtherFacilityPct |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VICKI CASELLA | BusinessNameLine1Txt |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 545 EUCALYPTUS | AddressLine1Txt |
| City | HILLSBOROUGH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | 0 | CntrctWith3rdPrtyForGameRevInd |
| Gaming Manager Person | VICKI CASELLA | GamingManagerPersonNm |
| Gaming Manager Compensation | $0 | GamingManagerCompensationAmt |
| Gaming Manager Services Prov | SUPERVISES AND MANAGES ALL RAFFLES. | GamingManagerServicesProvTxt |
| Gaming Manager Is Director Ofcr | Yes (X) | GamingManagerIsDirectorOfcrInd |
| Charitable Distribution Rqr | 0 | CharitableDistributionRqrInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| STUDENT'S SCHOLARSHIPS | 1 | $52,733 |
| SUMMER CAMP | 21 | $5,620 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THANKS TO THE GENEROSITY OF OUR DONORS, THE BRIDGE SCHOOL HAS SCHOLARSHIP FUNDS AVAILABLE FOR QUALIFIED CHILDREN AND FAMILIES. BECAUSE THESE FUNDS ARE LIMITED, THE SCHOOL HAS ESTABLISHED GUIDELINES AND A PROCESS FOR THE SUBMISSION AND EVALUATION OF APPLICATIONS. TO QUALIFY FOR FINANCIAL AID, THE FOLLOWING CRITERIA MUST BE MET: 1. THE INTAKE PROCESS HAS BEEN COMPLETED AND THE CHILD IS QUALIFIED FOR ENROLLMENT AND HAS BEEN OFFERED A PLACE AT THE BRIDGE SCHOOL; 2. THE APPLICATION FOR A SCHOLARSHIP WITH SUPPORTING DOCUMENTATION ESTABLISHING NEED HAS BEEN COMPLETED; 3. ALL EFFORTS TO OBTAIN FUNDING FROM THE CHILD'S HOME SCHOOL DISTRICT HAVE FAILED; 4. NO OTHER FUNDS HAVE BEEN DESIGNATED FOR EDUCATIONAL SUPPORT FOR THE CHILD (E.G. TRUSTS, INSURANCE, ETC.) PROCESS: 1. PARENTS/CAREGIVERS OBTAIN SCHOLARSHIP APPLICATION FORMS FROM THE EXECUTIVE DIRECTOR OR EDUCATION PROGRAM MANAGER 2. THE FAMILY COMPLETES THE SCHOLARSHIP APPLICATION FORM WITH REQUIRED DOCUMENTATION OF INCOME AND SUBMITS TO BRIDGE SCHOOL SCHOLARSHIP FUND, C/O VICKI CASELLA, 545 EUCALYPTUS AVE., HILLSBOROUGH, CA 94010 3. THE APPLICATION IS REVIEWED BY APPROPRIATE BOARD MEMBERS 4. RECOMMENDATION IS MADE TO THE BOARD OF DIRECTORS 5. BOARD OF DIRECTORS ACTS ON THE RECOMMENDATION 6. THE FAMILY IS NOTIFIED OF THE BOARD'S DECISION BY THE EXECUTIVE DIRECTOR. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR VICKI CASELLA | ||||||||||||||
| EXECUTIVE DIRECTOR | $179,182 | $0 | $19,943 | $0 | $0 | $0 | $10,393 | $0 | $1,048 | $0 | $210,566 | $0 | $0 | $0 |
| MARY HUNT-BERG | ||||||||||||||
| EDUCATION/RESEARCH DIR (THRU 5/16) | $134,111 | $0 | $3,000 | $0 | $0 | $0 | $5,673 | $0 | $18,154 | $0 | $160,938 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4A | FormAndLineReferenceDesc |
| Explanation | MART HUNT-BERG, EDUCATION/RESEARCH DIRECTOR, RECEIVED SEVERANCE PAYMENT OF $68,094. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | 1)BRIAN MORTON-TREASURER AND PEGI YOUNG-PRESIDENT ARE SIBLINGS. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE TAXPAYER'S ACCOUNTING FIRM, HOOD & STRONG, FORWARDED THE FORM 990 AND CALIFORNIA FORM 199 TO THE EXECUTIVE DIRECTOR AND THE ACCOUNTANT. THE EXECUTIVE DIRECTOR AND THE ACCOUNTANT THEN REVIEWED THE FORMS AND FORWARDED THEM TO BRIAN MORTON, TREASURER, BRYAN BELL, BOARD MEMBER, AND THE FINANCE COMMITTEE BOARD MEMBERS FOR THEIR REVIEW. THE FORM 990 AND CALIFORNIA FORM 199 WAS THEN DISTRIBUTED TO ALL BOARD MEMBERS FOR THEIR REVIEW. BOARD MEMBERS WERE ALWAYS ENCOURAGED TO REVIEW FORM 990 AND CALIFORNIA FORM 199 AND TO FORWARD THEIR QUESTIONS TO THE E.D./TREASURER/ACCOUNTANT. EITHER THE E.D./TREASURER OR THE ACCOUNTING FIRM ADDRESSED THE QUESTIONS FROM THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD OF DIRECTORS, OFFICERS, AND KEY EMPLOYEES ANNUALLY RECEIVE A LETTER REQUESTING THAT THEY DISCLOSE ANY POSSIBLE CONFLICT OF INTEREST ACTIVITY. |
| FORM 990, PART VI, SECTION B, LINE 15 | ALL SALARIED EMPLOYEES ARE EVALUATED ON AN ANNUAL BASIS AND THEIR COMPENSATION IS DETERMINED BY RELATIVE MERIT. THE EXECUTIVE DIRECTOR MAKES RECOMMENDATIONS TO THE PERSONNEL COMMITTEE AND THAT COMMITTEE FORWARDS THE RECOMMENDATIONS TO THE ENTIRE BOARD OF DIRECTORS FOR A VOTE. THE AMOUNTS OF COMPENSATION ARE COMPARABLE TO AMOUNTS PAID BY THE SURROUNDING SCHOOL DISTRICTS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF TIME SET FORTH IN SEC. 6104(D). |