2016-08-11T16:40:08-05:00 2015-09-30 770051130 ABBOTT STRINGHAM & LYNCH 1550 LEIGH AVE SAN JOSE CA 95125 990 2014-10-01 204781979 CONNECTED THE CALIFORNIA CENTER FOR COLLEGE AND CAREER CONN 5108494945 2150 SHATTUCK AVENUE NO 1200 BERKELEY CA 94704 SHERYL JONES CHIEF FINANCIAL OFFICER 5108494945 2016-08-10 1 SHEBA B DALANEY P00351252 4083778700 2016-08-10 2014 2016-12-15 16:53:06Z GARY HOACHLANDER 2150 SHATTUCK AVENUE NO 1200 BERKELEY CA 94704 8149792 0 X WWW.CONNECTEDCALIFORNIA.ORG X 2006 CA CONNECTED: THE CALIFORNIA CENTER FOR COLLEGE AND CAREER IS DEDICATED TO ADVANCING PRACTICE, POLICY, AND RESEARCH AIMED AT HELPING YOUNG PEOPLE PREPARE FOR BOTH COLLEGE AND CAREER THROUGH LINKED LEARNING - A HIGH SCHOOL IMPROVEMENT APPROACH 8 8 41 8 0 0 9630722 6063806 1222639 2039055 4985 875 2446 46056 10860792 8149792 1895000 0 0 0 4109907 4474202 0 0 0 3716710 3660727 9721617 8134929 1139175 14863 10045487 8899765 2958635 1798050 7086852 7101715 X CONNECTED PARTNERS WITH COMMUNITIES TO TRANSFORM EDUCATION THROUGH LINKED LEARNING, ENSURING THAT ALL STUDENTS, REGARDLESS OF BACKGROUND, GRADUATE READY FOR COLLEGE, CAREER, AND LIFE. LINKED LEARNING COMBINES STRONG ACADEMICS, DEMANDING TECHNICAL EDUCATION, AND REAL-WORLD EXPERIENCE. 0 0 4946234 7020033 DISTRICT & LEADERSHIP: HELPS THE DISTRICTS DEVELOP SYSTEMS OF PATHWAYS TO OFFER STUDENTS MULTIPLE OPTIONS IN THEIR DISTRICT NOT JUST THECHOICE OF ONE OR TWO PATHWAYS AT A PARTICULAR HIGH SCHOOL: AND TOSUPPORT DISTRICTS IN PLANNING AND IMPLEMENTING AT LEAST SIX TO EIGHTHIGH-QUALITY PATHWAYS IN THEIR DISTRICT'S HIGH SCHOOL PROGRAMS OVER THENEXT 3 TO 4 YEARS. 1440346 760384 PATHWAY & CURRICULUM DEVELOPMENT: DEVELOPS INTEGRATED UNITS FOR ACADEMIC TEACHERS PARTICIPATING IN THE BIOMEDICAL AND HEALTH SCIENCES PATHWAY: CONVENES AN ADVISORY COMMITTEE OF EDUCATORS AND INDUSTRY REPRESENTATIVES TO BEGIN PLANNING THE DEVELOPMENT OF A PATHWAY AND CURRICULUM FOR ARTS. MEDIA. AND ENTERTAINMENT: CONVENES A GROUP AND LEADS DISCUSSIONS LEADING TO PATHWAY CERTIFICATION CRITERIA FOR MODEL PATHWAYS. 148551 145000 MEDIA & YOUTH DEVELOPMENT: RESPONSIBLE FOR EXPANSION AND MAINTENANCE OF CONNECTED'S DIGITAL INFRASTRUCTURE. AND TO PROVIDE ACCESS TO A GREATER NUMBER OF EDUCATORS WHO ARE INTERESTED IN IMPLEMENTING MODEL PATHWAYS TO ALLOW STAKEHOLDERS (TEACHERS. STUDENTS. PROFESSIONALS) TO CONNECT VIA AN ONLINE LEARNING PORTAL THAT SUPPORTS LINKED LEARNING. 6535131 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 76 0 1 41 1 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X SHERYL D JONES 5106658220 2150 SHATTUCK AVENUE STE 1200 BERKELEY CA 94704 RICHARD WHITMORE DIRECTOR 1.00 X 0 0 0 MILTON CHEN DIRECTOR 1.00 X 0 0 0 EDWIN DIAZ DIRECTOR 1.00 X 0 0 0 BRIAN DRISCOLL DIRECTOR 1.00 X 0 0 0 KARINA EDMONDS DIRECTOR 1.00 X 0 0 0 KENNETH NOONAN DIRECTOR 1.00 X 0 0 0 DAN VARNER DIRECTOR 1.00 X 0 0 0 JEFFREY FISHER DIRECTOR 1.00 X 0 0 0 GARY HOACHLANDER PRESIDENT 40.00 X 348507 0 20751 BRADLEY STAM VICE PRESIDENT 40.00 X 250262 0 19519 ROB ATTERBURY DIRECTOR, REGIONAL LINKED 40.00 X 190989 0 16829 PAULA HUDIS DIRECTOR, INSTITUTIONAL DE 40.00 X 243937 0 20751 ROMAN STEARNS DIRECTOR, SPECIAL PROJECTS 30.00 X 189297 0 14988 DAVID YANOFSKY DIRECTOR, MEDIA & YOUTH DE 40.00 X 167458 0 13558 JENNIFER LUTZENBERGER-PHILLIPS DIRECTOR, LT&PD 40.00 X 139257 0 10731 DAPHANNIE STEPHENS DIRECTOR, COACHING 40.00 X 128594 0 10718 PIER HO ASSOCIATE DIRECTOR 40.00 X 136983 0 11258 KENTARO IWASAKI ASSOCIATE DIRECTOR 40.00 X 134293 0 10263 CARL TAIBL FORMER CFO 40.00 X 177389 0 15816 2106966 0 165182 11 1 1 0 RTI INTERNATIONAL 3040 EAST CORNWALLIS ROAD RESEARCH TRIANGLE PARK NC 27709 RESEARCH AND ANALYSIS 862170 SRI INTERNATIONAL 1 S ALMADEN BLVD 650 SAN JOSE CA 95113 RESEARCH AND ANALYSIS 242861 SWANSON & COSGROVE CONSULTING LLC 1574 COBURG ROAD EUGENE OR 97401 CONSULTING 100063 3 27450 6036356 6063806 FEES FOR SERVICES 900099 2039055 2039055 2039055 875 875 OTHER INCOME 900099 46056 46056 46056 8149792 2085111 0 875 1438622 1060169 378453 1650323 1298712 351611 1142033 872109 269924 243224 185738 57486 5559 5559 46150 46150 23832 16043 7789 222597 158449 64148 373714 355966 17748 245880 227813 18067 352066 249873 102193 12027 12027 CONSULTANTS 1469607 1290623 178984 SUBCONTRACTORS 608750 601714 7036 OTHER 202501 166626 35875 PRINTING & COPYING 36972 26827 10145 61072 24469 36603 8134929 6535131 1599798 0 1322351 -194384 4005329 1955841 4019322 5975983 260726 642726 45449 27901 1104321 621473 386210 482848 6100 8850 10045487 8899765 1147706 1173053 1810929 514998 109999 0 2958635 1798050 X 826755 138853 6260097 6962862 7086852 7101715 10045487 8899765 14863 0 X 0 1 X 1 1 1 X 11511686 7878775 10565644 9630722 6063806 45650633 11511686 7878775 10565644 9630722 6063806 45650633 36163612 9487021 61754 47759 17683 4985 875 133056 2351 7400 2446 46056 58253 45841942 3864458 0.20700 0.20100 X PART II, SECTION C, LINE17A FACTS AND CICRUMSTANCES TEST: THE ORGANIZATION MEETS THE FOLLOWING REQUIREMENTS FOR SATISFYING THE FACTS AND CIRCUMSTANCES PUBLIC SUPPORT TEST UNDER TREASURY REGULATIONS SECTION 1.170A-9T(F)(3): FIRST, CONNECTED MAINTAINS A CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC, COMMUNITY, AND OTHER PUBLIC CHARITIES. DURING FISCAL YEARS BEGINNING IN 2006-2015, CONNECTED RECEIVED CONTRIBUTIONS FROM OVER 35 DISTINCT INDIVIDUAL, CORPORATE, FOUNDATION, GOVERNMENTAL AND PUBLIC CHARITY DONORS, EXCLUDING TWO LARGE DONORS, ANNUAL DONATIONS HAVE RANGED IN SIZE FROM $1,000 TO $950,000. THE DONATIONS HAVE COME PRIMARILY AS A RESULT OF EXTENSIVE ONE-ON-ONE DEVELOPMENT EFFORTS LED BY THE CONNECTED STAFF. SECOND, CONNECTED'S BOARD OF DIRECTORS IS COMPRISED OF BUSINESS, FOUNDATIONS AND EDUCATION INDUSTRY LEADERS REPRESENTING THE BROAD INTERESTS OF THE PUBLIC. EACH DIRECTOR HAS SPECIAL KNOWLEDGE OR EXPERTISE RELEVANT TO CONNECTED'S CHARITABLE MISSION. FINALLY, CONNECTED'S PUBLIC SUPPORT TEST FOR THE FIVE YEAR PERIOD THROUGH SEPTEMBER 30, 2015 OF OVER 23 PERCENT IS WELL IN EXCESS OF TEN PERCENT AND INCLUDES SUPPORT FROM GOVERNMENTAL UNITS OF OVER 6 PERCENT. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5381 5381 0 1098940 616092 482848 482848 X 8149733 0 8149733 59 59 8149792 8134870 0 8134870 59 59 8134929 PART X, LINE 2: GENERALLY ACCEPTED ACCOUNTING PRINCIPLES PROVIDE ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ORGANIZATION IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN BY THE ORGANIZATION IN ITS FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. THE ORGANIZATION'S FEDERAL RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) FOR YEARS ENDED SEPTEMBER 30, 2013 THROUGH 2015 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY ARE FILED. THE ORGANIZATION'S STATE RETURNS (FORM 199) FOR THE YEARS ENDED SEPTEMBER 30, 2012 THROUGH 2015 COULD BE SUBJECT TO EXAMINATION BY STATE TAXING AUTHORITIES, GENERALLY FOR FOUR YEARS AFTER THEY ARE FILED. PART XI, LINE 4B - OTHER ADJUSTMENTS: CREDIT CARD FEES INCLUDED IN CONTRIBUTION 59. PART XII, LINE 4B - OTHER ADJUSTMENTS: CREDIT CARD FEES RECLASSIFIED TO BANK FEES 59. 1 X 0 0 0 0 0 0 0 0 0 GARY HOACHLANDER PRESIDENT 348507 0 0 0 0 0 17850 0 2901 0 369258 0 0 0 BRADLEY STAM VICE PRESIDENT 250262 0 0 0 0 0 17792 0 1727 0 269781 0 0 0 ROB ATTERBURY DIRECTOR, REGIONAL LINKED 190989 0 0 0 0 0 13369 0 3460 0 207818 0 0 0 PAULA HUDIS DIRECTOR, INSTITUTIONAL DE 243937 0 0 0 0 0 17850 0 2901 0 264688 0 0 0 ROMAN STEARNS DIRECTOR, SPECIAL PROJECTS 189297 0 0 0 0 0 13251 0 1737 0 204285 0 0 0 DAVID YANOFSKY DIRECTOR, MEDIA & YOUTH DE 167458 0 0 0 0 0 11722 0 1836 0 181016 0 0 0 CARL TAIBL FORMER CFO 177389 0 0 0 0 0 12417 0 3399 0 193205 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE INFORMATIONAL RETURN IS PREPARED BY OUTSIDE ACCOUNTANTS AND IS REVIEWED THEN APPROVED BY THE PRESIDENT AND CFO. UPON THEIR APPROVAL, THE INFORMATIONAL RETURN IS SENT TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY COMPLIANCE AFFIRMATIONS ARE SIGNED ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 REVIEWED BENCHMARK DATA OF COMPARABLE ORGANIZATIONS AND REVIEWED IRS 990 FORMS OF COMPARABLE ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST.