2015-05-14T16:17:54-05:00 2014-06-30 263839190 BURR PILGER MAYER INC 60 SOUTH MARKET STREET SUITE 800 SAN JOSE CA 95113 990 2013-07-01 043694151 826 VALENCIA 826V 4156425778 826 VALENCIA STREET SAN FRANCISCO CA 94110 BITA NAZARIAN EXEC DIRECTOR 4156425905 2015-05-06 1 MICHAEL STEPHEN SCHAFFER P00210063 4089616300 2015-05-06 2013 2016-03-07 17:11:31Z BITA NAZARIAN 826 VALENCIA STREET SAN FRANCISCO CA 94110 2084001 0 X WWW.826VALENCIA.ORG X 2002 CA 826 VALENCIA SUPPORTS STUDENTS AGES 6-18 WITH THEIR CREATIVE AND EXPOSITORY WRITING SKILLS. 9 0 21 1800 53805 -28370 953301 1391174 0 0 54214 81548 171316 345783 1178831 1818505 106575 132250 0 0 733244 833330 0 0 283923 502191 508177 1342010 1473757 -163179 344748 1972599 2347772 267811 321203 1704788 2026569 X 826 VALENCIA IS A SAN FRANCISCO-BASED NONPROFIT ORGANIZATION DEDICATED TO SUPPORTING STUDENTS AGES 6 TO 18 WITH THEIR WRITING SKILLS AND HELPING TEACHERS GET THEIR STUDENTS EXCITED ABOUT WRITING. OUR WORK IS BASED ON THE UNDERSTANDING THAT STRONG WRITING SKILLS ARE FUNDAMENTAL TO FUTURE SUCCESS AND THAT GREAT LEAPS IN LEARNING CAN BE MADE WHEN SKILLED TUTORS WORK ONE-ON-ONE WITH STUDENTS.DURING THE 2013-2014 SCHOOL YEAR, WE SERVED OVER 5,500 BAY AREA STUDENTS WITH A VARIETY OF FREE LITERACY PROGRAMS INCLUDING: EVENING AND WEEKEND WRITING WORKSHOPS ON EVERYTHING FROM CARTOONING TO SAT PREPARATION; ASSISTANCE WITH STUDENT PUBLICATIONS INCLUDING NEWSPAPERS, CHAPBOOKS, AND PROFESSIONALLY BOUND PAPERBACKS; CUSTOMIZED BOOKMAKING FIELD TRIPS FOR PUBLIC SCHOOL CLASSES; IN-SCHOOL TUTORING SUPPORT ON WRITING PROJECTS; AFTER-SCHOOL ACADEMIC TUTORING IN ALL SUBJECT AREAS; AND SCHOLARSHIPS FOR COLLEGE-BOUND STUDENTS. 0 0 196020 132250 DURING THE 2013-2014 SCHOOL YEAR, WE SERVED 41 TEACHERS AND 1,990 STUDENTS AT 14 SAN FRANCISCO UNIFIED SCHOOL DISTRICT SCHOOLS THROUGH OUR IN-SCHOOLS PROGRAM. IN THIS, OUR NINTH YEAR AT EVERETT MIDDLE SCHOOL, WE SERVED STUDENTS IN SIXTH, SEVENTH AND EIGHTH GRADES THROUGH OUR 826 WRITERS' ROOM AND PUBLISHED THREE ISSUES OF THE BILINGUAL STUDENT NEWSPAPER, STRAIGHTUP NEWS. AT OUR OTHER WRITERS' ROOM AT JAMES LICK MIDDLE SCHOOL, NOW IN YEAR SIX, WE SERVED STUDENTS IN SIXTH, SEVENTH AND EIGHTH GRADES AND CREATED TWO ISSUES OF SLICK, A MAGAZINE FOR MIDDLE-SCHOOLERS. FOR OUR MOST INTENSIVE PUBLISHING ENDEAVOR OF THE YEAR, WE WORKED WITH SENIORS AT THURGOOD MARSHALL HIGH SCHOOL ON A BOOK, CALLED UNCHARTERED PLACES, WHICH EXPLORES THEMES OF PHYSICAL AND METAPHYSICAL PLACE. WE ALSO ADDED A THIRD SATELLITE PROGRAM AT BUENA VISTA HORACE MANN K-8, AND SERVED 40 STUDENTS DAILY AFTER SCHOOL WITH WRITING TUTORING (RESULTING IN TWO CHAP BOOKS) AND 15 STUDENTS THROUGH A WEEKLY SEMINAR (RESULTING IN A MAGAZINE ENTITLED SAY WHAT). 232504 0 OUR AFTER-SCHOOL TUTORING PROGRAM REMAINS ONE OF THE CORNERSTONE PROGRAMS OF 826 VALENCIA. DURING THE 2013-2014 YEAR, WE HOSTED THE PROGRAM MONDAYS THROUGH THURSDAYS THROUGHOUT THE SCHOOL YEAR FOR 77 ENROLLED STUDENTS, WITH AN AVERAGE OF 34 STUDENTS EACH DAY. HIGHLIGHTS OF THE YEAR INCLUDED TWO YOUNG WRITERS' WALL CELEBRATIONS, WHERE WE HONOR SIX STUDENTS AND FEATURE THEIR ACCOMPLISHMENTS WITH FULL COLOR PORTRAITS AND PROFILES ON THE BACK WALL OF OUR WRITING LAB, AND TWO ISSUES OF LOOK CLOSER/MIRA DE CIRCA, OUR ANTHOLOGY OF SHORTER STUDENT WORKS. WE ALSO STARTED A NEW PROGRAM, CALLED PATHWAYS, THAT IS OPEN ON TUESDAY AND THURSDAY EVENINGS TO SUPPORT 22 MIDDLE AND HIGH SCHOOL STUDENTS WITH THEIR HOMEWORK ASSIGNMENTS. 129613 0 FIELD TRIP PROGRAM: DURING THE 2013-2014 SCHOOL YEAR, WE HOSTED 102 FIELD TRIPS, WITH A COMBINED TOTAL OF 2,346 STUDENTS FROM LOCAL SCHOOLS VISITING OUR CENTER IN THE MISSION DISTRICT OF SAN FRANCISCO FOR A MORNING OF HIGH-ENERGY LEARNING. THE MOST POPULAR FIELD TRIP AGAIN THIS YEAR WAS ONE WE INVENTED, "STORYTELLING AND BOOKMAKING", WHERE STUDENTS WRITE, ILLUSTRATE, AND BIND THEIR OWN BOOKS IN TWO HOURS. 117108 0 WORKSHOP PROGRAM: WE HELD 32 WORKSHOPS OVER 121 SESSIONS ON SUCH TOPICS AS POETRY, ESSAY WRITING, NON-FICTION WRITING AND MORE. HALF OF THE WORKSHOPS WERE MORE THAN THREE SESSIONS IN LENGTH. TWO HUNDRED FIVE (205) STUDENTS, AGED EIGHT THROUGH EIGHTEEN, PARTICIPATED IN THESE FUN SESSIONS WHICH HELP STUDENTS TO DEVELOP WRITING SKILLS AND TO EXPRESS THEMSELVES. 388274 0 SCHOLARSHIPS AND CAREER READINESS: EIGHT $15,000 SCHOLARSHIPS ARE AWARDED TO YOUNG PEOPLE WITH FINANCIAL NEED AND EXCEPTIONAL ACHIEVEMENTS. 505382 0 1063519 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 23 0 1 21 1 1 1 0 0 0 0 0 0 0 0 0 X 9 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X BITA NAZARIAN EXECUTIVE DIRECTOR 4156425905 826 VALENCIA STREET SAN FRANCISCO CA 94110 MATT MIDDLEBROOK PRESIDENT 2.00 X X 0 0 0 MICHAEL BECKWITH TREASURER 1.00 X X 0 0 0 ANDREW STRICKMAN SECRETARY 1.00 X X 0 0 0 MEG RAY TRUSTEE 4.00 X 0 0 0 BARBARA BERSCHE TRUSTEE 2.00 X 0 0 0 JIM LESSER TRUSTEE 1.00 X 0 0 0 DAVE PELL TRUSTEE 1.00 X 0 0 0 VENDELA VIDA TRUSTEE 1.00 X 0 0 0 JOY BANERJEE TRUSTEE 1.00 X 0 0 0 BITA NAZARIAN EXECUTIVE DIRECTOR 40.00 X X 56988 0 0 JESSICA PARTCH BLAIR DEVELOPMENTAL DIRECTOR 40.00 X 44519 0 0 101507 0 0 0 0 0 0 0 87437 1303737 1391174 49790 49790 165545 133787 31758 31758 31758 317324 69130 248194 248194 153598 62579 91019 37214 53805 MISCELLANEOUS REVENUE 900099 4000 4000 REIMBURSED EXPENSES 900099 2500 2500 CONTRACTED SERVICES 900099 70 70 6570 1818505 43784 53805 329742 132250 132250 110000 81400 17600 11000 598758 419662 8429 170667 65448 50395 2618 12435 59124 45525 2365 11234 65070 65070 63041 63041 25187 13654 5447 6086 148412 109126 5669 33617 9893 9893 50507 37880 5556 7071 14991 11543 600 2848 16434 12326 4108 PRINTING 54155 41699 2166 10290 STORE EXPENSES 16557 16557 TRAINING/STAFF DEVELOPM 10013 7710 401 1902 APPRECIATION 9994 9494 500 0 23923 17921 5786 216 1473757 1063519 126315 283923 531026 565680 356046 45673 15000 4000 4070 100454 99470 15655 17255 261209 120993 9983 140216 1221700 1105491 44108 44544 1972599 2347772 45470 61934 222341 259269 267811 321203 X 1522965 1561215 181823 465354 1704788 2026569 1972599 2347772 344748 -22967 0 X X 0 1 X 1 0 X 741834 951881 1073449 944198 1390974 5102336 741834 951881 1073449 944198 1390974 5102336 95506 5006830 35055 58708 57901 55956 49790 257410 5244 5244 314 314 5365304 1098217 0.93320 0.91260 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 181566 43604 137962 79643 77389 2254 140216 SCHOLARSHIPS PAYABLE 259269 259269 X 1795538 -22967 -22967 1818505 0 1818505 1473757 0 1473757 0 1473757 PART X, LINE 2: THE ORGANIZATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE TO BE A NOT-FOR-PROFIT ORGANIZATION AND IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(A) SUBSECTION (C)(3) OF THE INTERNAL REVENUE CODE ("IRC") AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE ("CRTC"), WHEREBY ONLY UNRELATED BUSINESS INCOME, AS DEFINED BY SECTION 512(A)(1) OF THE IRC AND SIMILAR CODE SECTIONS OF THE CRTC, IS SUBJECT TO INCOME TAX. SOME OF THE ITEMS SOLD IN THE PIRATE STORE ARE NOT RELATED TO THE TAX-EXEMPT PURPOSE OF THE ORGANIZATION. MANAGEMENT TRACKS SUCH SALES AND RELATED COSTS SEPARATELY AND BELIEVES THAT THE TAX LIABILITIES RELATED TO SUCH SALES FOR THE YEARS ENDED JUNE 30, 2014 AND 2013 WERE IMMATERIAL. ACCORDINGLY, NO PROVISION FOR INCOME TAXES RELATED TO THESE ITEMS HAS BEEN PROVIDED FOR IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT, AS OF JUNE 30, 2014, THE ORGANIZATION DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. THE ORGANIZATION IS NO LONGER SUBJECT TO EXAMINATION BY U.S. AND STATE TAXING AUTHORITIES FOR YEARS PRIOR TO JUNE 30, 2012 AND 2011, RESPECTIVELY. ANNUAL SPRING FUNDRAISER 317324 317324 56101 9874 3155 317324 317324 56101 9874 3155 69130 248194 1 SCHOLARSHIPS 8 120000 SCHOLARSHIPS FOR STUDENTS GOING TO COLLEGE PAID DIRECTLY TO THE APPROPRIATE INSTITUTION TEACHER OF THE MONTH AWARDS 1 9750 TEACHER AWARDS PAID BY CHECK DIRECTLY TO TEACHER AMANDA DAVIS AWARD 1 2500 INTERNSHIP STIPEND PAID TO FORMER SCHOLARSHIP AWARDEES PART I, LINE 2: THE ORGANIZATION MAKES GRANTS IN THE FORM OF SCHOLARSHIPS AND TEACHER OF THE MONTH AWARDS. ALL CHECKS FOR TUITION PAYMENTS ARE PAYABLE TO, AND SENT DIRECTLY TO, THE APPROPRIATE INSTITUTION. TEACHER OF THE MONTH AWARDS ARE GIVEN DIRECTLY TO THE TEACHERS UPON RECEIPT OF A FORM W-9. THE AWARDS ARE REPORTED ON FORM 1099 IN BOX 3. THE ALUMNI INTERN SCHOLARSHIPS ARE SUMMER INTERNSHIPS AWARDED TO STUDENTS WHO HAVE PREVIOUSLY PARTICIPATED IN OUR PROGRAMMING. 1 X 1 0 0 0 0 0 0 0 0 PART I, LINE 4A VIDRALE FRANKLIN (FORMER EXECUTIVE DIRECTOR) - $25,000 SEVERANCE PAYMENT FORM 990, PART VI, SECTION B, LINE 11 THE TREASURER OF THE ORGANIZATION REVIEWS THE RETURN AND THEN PRESENTS THE COMPLETE RETURN TO THE FULL BOARD BEFORE FILING. IF THE SCHEDULED QUARTERLY BOARD MEETING FALLS AFTER THE FILING DEADLINE, THE TREASURER WILL PRESENT TO THE EXECUTIVE COMMITTEE BEFORE FILING, AND WILL THEN SHARE WITH THE FULL BOARD AT THE NEXT SCHEDULED MEETING. FORM 990, PART VI, SECTION B, LINE 12C IT IS THE POLICY OF THE ORGANIZATION TO REQUIRE FIDUCIARIES TO PROVIDE FULL DISCLOSURE OF ANY CONTEMPLATED OR EXISTING ACTIVITIES OR TRANSACTIONS THAT COULD CREATE A CONFLICT OF INTEREST, OR THE APPEARANCE OF A CONFLICT OF INTEREST. FIDUCIARIES INCLUDE EACH DIRECTOR, OFFICER AND ADMINISTRATIVE EMPLOYEES OF THE ORGANIZATION. EACH FIDUCIARY MUST, ON AN ANNUAL BASIS, EXECUTE A CONFLICT OF INTEREST DISCLOSURE STATEMENT AND A QUESTIONNAIRE. THE BOARD OF DIRECTORS WILL REVIEW ALL DISCLOSURES AND POTENTIAL CONFLICTS AND RECOMMEND A COURSE OF ACTION, IF NECESSARY, WITH RESPECT TO SUCH PERSONS OR CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15A THE INDEPENDENT BOARD DETERMINES THE COMPENSATION OF THE EXECUTIVE DIRECTOR BASED ON ITS EVALUATION OF HIS/HER PERFORMANCE AND BY GATHERING DATA ON COMPARABLE COMPENSATION WITHIN THE INDUSTRY. NO REVIEW WAS PERFORMED THIS YEAR, AS A NEW EXECUTIVE DIRECTOR WAS HIRED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 826 NATIONAL INC 44 GOUGH STREET SUITE 206 SAN FRANCISCO CA 941035424 263217538 PROVIDES SUPPORT AND PROFESSIONAL DEVELOPMENT. CA 501(C)(3) LINE 11A, I N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 826 NATIONAL INC M 50506 CASH TRANSFER 826 NATIONAL INC C 20000 CASH TRANSFER