2016-05-11T13:12:07-05:00 2015-08-31 942513310 LAUTZE & LAUTZE 303 SECOND STREET SUITE 950N SAN FRANCISCO CA 94107 990 2014-09-01 943296338 AIM HIGH FOR HIGH SCHOOL AIMH 4155512323 2030 HARRISION STREET SAN FRANCISCO CA 94110 ALEC L LEE JR EXECUTIVE DIRECTOR 4155512323 2016-05-04 1 ROGER BULOSAN P00221282 4155436900 2014 2016-08-17 19:52:53Z AIM HIGH ALEC L LEE JR 2030 HARRISON STREET SAN FRANCISCO CA 94110 5039155 0 X WWW.AIMHIGH.ORG X 1986 CA TO PROVIDE EDUCATIONAL SERVICES THROUGH THE OPERATION OF AIM HIGH FOR HIGH SCHOOL (AIM HIGH). 26 25 482 0 0 0 3348846 4851757 0 0 3089 3716 23265 38896 3375200 4894369 0 0 0 0 2392919 2859747 0 0 751593 1288185 1452155 3681104 4311902 -305904 582467 2906173 3509714 48921 69995 2857252 3439719 X OUR MISSION AT AIM HIGH IS TO CREATE LIFE-CHANGING OPPORTUNITIES DURING THE SUMMER AND BEYOND. OUR COMMUNITY: NURTURES THE PROMISE AND POTENTIAL OF MIDDLE SCHOOL STUDENTS FROM LOW-INCOME NEIGHBORHOODS. PREPARES STUDENTS FOR HIGH SCHOOL, SETTING THEM ON THE PATH TO COLLEGE AND FUTURE SUCCESS. INPIRES THE NEXT GENERATION OF TEACHERS AND EDUCATIONAL LEADERS. 0 0 3245841 38896 TUITION-FREE SUMMER PROGRAM SERVING MIDDLE SCHOOL YOUTH, MOSTLY FROM LOW INCOME FAMILIES AND UNDERSERVED NEIGHBORHOODS AND SCHOOLS WITH ENRICHMENT AND YOUTH DEVELOPMENT. PROGRAM EXPENDITURES INCLUDE INSTRUCTIONAL AND STUDENT ACTIVITIES EXPENSES. FOR SUMMER 2015, THE SITES AND STUDENTS SERVED WERE AS FOLLOWS: LICK WILMERDING HIGH SCHOOL (157 STUDENTS); THE URBAN SCHOOL (110 STUDENTS); GATEWAY HIGH SCHOOL (109 STUDENTS); MLK MIDDLE SCHOOL (139 STUDENTS); FRANCISCO MIDDLE SCHOOL (118 STUDENTS); CITY ARTS & TECH HIGH SCHOOL (152 STUDENTS); MISSION HIGH SCHOOL (105 STUDENTS); URBAN PROMISE ACADEMY (150 STUDENTS); WESTLAKE MIDDLE SCHOOL (125 STUDENTS); BELLE HAVEN SCHOOL (128 STUDENTS); GARFIELD SCHOOL (108 STUDENTS); MARIN ACADEMY (100 STUDENTS); ROOSEVELT MIDDLE SCHOOL (85 STUDENTS); TAHOE TRUCKEE MIDDLE SCHOOL (138 STUDENTS); LIGHTHOUSE CHARTER SCHOOL (126 STUDENTS). 3245841 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 15 0 1 482 0 0 0 0 0 0 0 0 0 0 0 X 26 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X MICHAEL ABBOTT 4155512333 2030 HARRISON STREET SAN FRANCISCO CA 94110 BRUCE WHEELER BOARD PRESIDENT 10.00 X X 0 0 0 GLENN A SHANNON BOARD VICE PRESIDENT 5.00 X X 0 0 0 KRISTIN GANNON BOARD VICE PRESIDENT 5.00 X X 0 0 0 HILDY SHANDELL TRUSTEE 3.00 X 0 0 0 SHAFIA ZALOOM BOARD SECRETARY 5.00 X X 0 0 0 ROBERT L FALKENBERG TRUSTEE 3.00 X 0 0 0 JAMES KALAMAS TREASURER 5.00 X X 0 0 0 LARA DRUYAN TRUSTEE 3.00 X 0 0 0 PATRICK TENNEY TRUSTEE 3.00 X 0 0 0 LAWRENCE K WEISS TRUSTEE 3.00 X 0 0 0 ALBERT M ADAMS TRUSTEE 3.00 X 0 0 0 LARRY KANE TRUSTEE 3.00 X 0 0 0 SCOTT WU TRUSTEE 3.00 X 0 0 0 STEPHEN DAVENPORT TRUSTEE 3.00 X 0 0 0 RAJIV DEV TRUSTEE 3.00 X 0 0 0 JOHN HORSCH TRUSTEE 3.00 X 0 0 0 TOMAS JACQUEZ TRUSTEE 3.00 X 0 0 0 COURTNEY KLINGE TRUSTEE 3.00 X 0 0 0 BILL MELLIN TRUSTEE 3.00 X 0 0 0 DAVID INGRAHAM TRUSTEE 3.00 X 0 0 0 KAYA MURRAY TRUSTEE 3.00 X 0 0 0 BRANDON NICHOLSON TRUSTEE 3.00 X 0 0 0 MICHAEL SHIPPEY TRUSTEE 3.00 X 0 0 0 ROSINA TONG TRUSTEE 3.00 X 0 0 0 SEAN WASHINGTON TRUSTEE 3.00 X 0 0 0 SHARON ZEZIMA TRUSTEE 3.00 X 0 0 0 ALEC L LEE JR EXECUTIVE DIRECTOR 40.00 X 149667 0 56342 MATTHEW RENO DIRECTOR OF OPERATIONS 40.00 X 130665 0 6533 280332 0 62875 3 0 1 0 0 724547 623990 3503220 312733 4851757 3716 3716 144786 724547 144786 0 OTHER 900003 38896 38896 38896 4894369 38896 0 3716 341174 171471 103038 66665 2126372 1732144 88054 306174 34994 16215 4201 14578 62090 35954 912 25224 295117 230359 20032 44726 57133 44596 3878 8659 253140 164811 30270 58059 71810 36127 17244 18439 24914 22111 2803 345216 310275 10809 24132 127797 124916 688 2193 34152 27824 1414 4914 75179 58682 5103 11394 MATERIALS AND SUPPLIES 221665 221665 0 0 EVENT SUPPORT 174074 19663 154411 FOOD 20378 10178 6763 3437 IN-KIND COMPUTERS 18850 18850 27847 19259 8588 4311902 3245841 314468 751593 1746411 2331301 1010818 1116847 6204 0 80082 10826 216357 165617 62658 50740 2906173 3509714 48921 69995 48921 69995 X 2259074 2913887 598178 525832 2857252 3439719 2906173 3509714 582467 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 22234 2219 20015 194123 163398 30725 50740 X 4984369 90000 90000 4894369 0 4894369 4401902 90000 90000 4311902 0 4311902 PART IV, LINE 2B: IN DECEMBER OF 2014, AIM HIGH ENTERED INTO AN AGENCY AGREEMENT TO PROCESS AND PAY THE FINAL INVOICES OF THE LOUIS R. LURIE FOUNDATION (THE FOUNDATION) DUE TO ITS CLOSURE. THE FOUNDATION FUNDED AIM HIGH WITH SUFFICIENT CASH THAT WOULD ALLOW FOR THE FULL PAYMENT OF THE FOUNDATION'S LIABILITIES AND LEAVE A RESERVE THAT WILL REVERT TO AIM HIGH. IN THE EVENT THAT THE RESERVE IS NOT SUFFICIENT TO PAY THE INVOICES, AIM HIGH HAS PERSONAL GUARANTEES FROM THE GRANTOR/TRUSTEE OF THE FOUNDATION TO FUND THE SHORTFALL. CASH AND CASH EQUIVALENTS AND THE CORRESPONDING LIABILITIES OF $11,922 REPRESENT THE RESIDUAL FUNDS AT AUGUST 31, 2015. PART X, LINE 2: AIM HIGH IS A QUALIFIED ORGANIZATION EXEMPT FROM FEDERAL AND CALIFORNIA INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE, RESPECTIVELY. AIM HIGH HAS ADOPTED THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN, OR EXPECTED TO BE TAKEN, IN A TAX RETURN AND REQUIRES THE AFFIRMATIVE EVALUATION THAT IS MORE-LIKELY-THAN-NOT, BASED ON THE TECHNICAL MERITS OF A TAX POSITION, THAT AN ORGANIZATION IS ENTITLED TO ECONOMIC BENEFITS RESULTING FROM TAX POSITIONS TAKEN IN INCOME TAX RETURNS. FOR TAX EXEMPT ENTITIES, FAVORABLE TAX STATUS ITSELF IS DEEMED TO BE AN UNCERTAINTY, AS EVENTS COULD POTENTIALLY OCCUR TO JEOPARDIZE THEIR TAX-EXEMPT STATUS. IF A TAX POSITION DOES NOT MEET THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. AIM HIGH'S EVALUATION ON AUGUST 31, 2015, REVEALED NO TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. THE 2011 THROUGH 2014 TAX YEARS REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. IN ADDITION, THE TAX YEARS 2010 THROUGH 2014 REMAIN SUBJECT TO EXAMINATION BY THE CALIFORNIA FRANCHISE TAX BOARD. AIM HIGH DOES NOT BELIEVE THAT ANY REASONABLY POSSIBLE CHANGES WILL OCCUR WITHIN THE NEXT TWELVE MONTHS THAT WILL HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE RACIAL NONDISCRIMINATORY POLICY IS PRINTED IN ALL OF THE ORGANIZATION'S PUBLISHED MATERIALS. IT WAS ALSO PUBLISHED ON AUGUST 20, 2015 IN THE PUBLIC NOTICE SECTION OF THE SAN FRANCISCO CHRONICLE, A GENERAL CIRCULATION PUBLICATION. FALL GALA 869333 724547 144786 26658 64812 1075 52241 869333 724547 144786 26658 64812 1075 52241 144786 0 X X X X 0 0 0 0 0 0 0 0 0 ALEC L LEE JR EXECUTIVE DIRECTOR 149667 0 0 0 0 0 0 0 56342 0 206009 0 0 0 LAWARANCE K WEISS MR. WEISS IS A BOARD MEMBER 5200 MR. WEISS SUBLEASES A PORTION OF AIM HIGH'S ADMINISTRATIVE OFFICE SPACE. RENT INCREASED FROM $400 PER MONTH TO $500 PER MONTH EFFECTIVE MAY 1, 2015. 0 X 9 293883 FMV X LAPTOPS 3 18850 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS PROVIDED TO THE EXECUTIVE DIRECTOR, BOARD PRESIDENT AND MEMBERS OF THE FINANCE COMMITTEE BEFORE IT IS SUBMITTED. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST IS BROUGHT UP REGULARLY AT BOARD MEETINGS. FORM 990, PART VI, SECTION B, LINE 15 GUIDESTAR IS USED TO CHECK SALARIES OF COMPARABLE POSITIONS WITH COMPARABLE ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE BY REQUEST THROUGHT THE ANNUAL REPORT, WEBSITE AND POSTING WITH CALIFORNIA DEPARTMENT OF JUSTICE. PART XII, LINE 2C NO CHANGE FROM PRIOR YEAR.