BRIDGE SCHOOL: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- BRIDGE SCHOOL (EIN 95-4068784)
- Tax period
- 2012-08-01 to 2013-07-31
- Filed
- 2014-04-29
- IRS object ID
- 201431199349301323
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2014-04-29T17:37:36-05:00 | Timestamp |
| Tax Period End Date | 2013-07-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941254756 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOOD & STRONG LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 FIRST STREET 14TH FLOOR | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-08-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954068784 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BRIDGE SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BRID | NameControl |
| Phone | 6506967295 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 545 EUCALYPTUS | AddressLine1 |
| City | HILLSBOROUGH | City |
| State | CA | State |
| ZIP Code | 94010 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DR VICKI CASELLA | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 6506967295 | Phone |
| Date Signed | 2014-04-29 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MAGA E KISRIEV | Name |
| PTIN | P01008919 | PTIN |
| Phone | 4157810793 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DR VICKI CASELLA | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 545 EUCALYPTUS | AddressLine1 |
| City | HILLSBOROUGH | City |
| State | CA | State |
| ZIP Code | 94010 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3397506 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.BRIDGESCHOOL.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1986 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | TO EDUCATE CHILDREN WITH SEVERE SPEECH AND PHYSICAL IMPAIRMENTS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 8 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 8 | NbrIndependentVotingMembers |
| Total Nbr Employees | 24 | TotalNbrEmployees |
| Total Nbr Volunteers | 20 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3091979 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1301880 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 739668 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 756342 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 82122 | InvestmentIncomePriorYear |
| Investment Income Current Year | 178791 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1886795 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1157220 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 5800564 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3394233 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 126746 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 130223 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1674892 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1669119 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 38770 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1027061 | OtherExpensePriorYear |
| Other Expenses Current Year | 900961 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2828699 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2700303 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2971865 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 693930 | RevenuesLessExpensesCY |
| Total Assets BOY | 12727303 | TotalAssetsBOY |
| Total Assets EOY | 13686591 | TotalAssetsEOY |
| Total Liabilities BOY | 186333 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 202845 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 12540970 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 13483746 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1488011 | Expense |
| Grants | 102766 | Grants |
| Revenue | 661987 | Revenue |
| Description | 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. THREE 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 | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 401853 | Expense |
| Grants | 27457 | Grants |
| Revenue | 94355 | Revenue |
| Description | 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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 283494 | Expense |
| Description | TRANSITIONTHE BRIDGE SCHOOL IS A TRANSITIONAL PLACEMENT FOR CHILDREN. OUR GOAL IS TO PROVIDE SHORT-TERM, INTENSIVE INTERVENTION AIMED AT PREPARING THE CHILD 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 2173358 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 1 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 34 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 24 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 8 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 8 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VICKI CASELLA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6506967295 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 545 EUCALYPTUS AVENUE | AddressLine1 |
| City | HILLSBOROUGH | City |
| State | CA | State |
| ZIP Code | 94010 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (11 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| PEGI YOUNG | ||||||||
| PRESIDENT | 1.00 | X | X | 0 | 0 | 0 | ||
| STEVE ATKINSON | ||||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 | ||
| BRIAN MORTON | ||||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 | ||
| BRYAN BELL | ||||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| JAMES FORDERER | ||||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| ELLIOT ROBERTS | ||||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| NEIL YOUNG | ||||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| SARAH BLACKSTONE PHD | ||||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DR VICKI CASELLA | ||||||||
| EXECUTIVE DIRECTOR | 35.00 | X | 181133 | 0 | 14389 | |||
| MARY HUNT-BERG | ||||||||
| EDUCATION/RESEARCH DIR | 35.00 | 155205 | 0 | 23249 | X | |||
| SARAH BAROODY | ||||||||
| EDUCATION/TRANSITION DIR | 35.00 | 112864 | 0 | 6823 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 449202 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 44461 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Federated Campaigns | 14076 | FederatedCampaigns |
| Fundraising Events | 453739 | FundraisingEvents |
| All Other Contributions | 834065 | AllOtherContributions |
| Total Contributions | 1301880 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TUITION AND FEES | Description |
| Business Code | 611600 | BusinessCode |
| Total Revenue Column | 756342 | TotalRevenueColumn |
| Related Or Exempt Function Income | 756342 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 756342 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 49596 | TotalRevenueColumn |
| Exclusion | $49,596 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 91587 | TotalRevenueColumn |
| Exclusion | $91,587 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 129195 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 129195 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 129195 | TotalRevenueColumn |
| Exclusion | $129,195 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 1013423 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 453739 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 3273 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1010150 | TotalRevenueColumn |
| Exclusion | $1,010,150 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 55483 | GrossIncomeGaming |
| Gaming Direct Expenses | 0 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 55483 | TotalRevenueColumn |
| Exclusion | $55,483 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3394233 | TotalRevenueColumn |
| Related Or Exempt Function Income | 756342 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,336,011 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 130223 | Total |
| Program Services | 130223 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 228441 | Total |
| Program Services | 178184 | ProgramServices |
| Management And General | 50257 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1182442 | Total |
| Program Services | 1072770 | ProgramServices |
| Management And General | 109672 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53163 | Total |
| Program Services | 47574 | ProgramServices |
| Management And General | 5589 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 111659 | Total |
| Program Services | 101559 | ProgramServices |
| Management And General | 10100 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 93414 | Total |
| Program Services | 83970 | ProgramServices |
| Management And General | 9444 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 87694 | Total |
| Management And General | 87694 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54249 | Total |
| Management And General | 54249 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 96974 | Total |
| Program Services | 86292 | ProgramServices |
| Management And General | 8983 | ManagementAndGeneral |
| Fundraising | 1699 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68143 | Total |
| Program Services | 50217 | ProgramServices |
| Management And General | 15617 | ManagementAndGeneral |
| Fundraising | 2309 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69847 | Total |
| Management And General | 69847 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 121125 | Total |
| Program Services | 109962 | ProgramServices |
| Management And General | 11163 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 84207 | Total |
| Program Services | 83933 | ProgramServices |
| Management And General | 274 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1203 | Total |
| Program Services | 1203 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 199878 | Total |
| Program Services | 172099 | ProgramServices |
| Management And General | 27779 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50273 | Total |
| Program Services | 41021 | ProgramServices |
| Management And General | 9252 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | FundraisingFundraising | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| SPECIAL PROJECTS EXPENS | 31763 | 31763 | ||
| STUDENTS' OUTING, STAFF | 14617 | 4177 | 10440 | |
| PARENT'S FUND EXPENSES | 8018 | 6254 | 1764 | |
| LICENSES AND MEMBERSHIP | 5565 | 3770 | 1795 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7405 | Total |
| Program Services | 150 | ProgramServices |
| Management And General | 4256 | ManagementAndGeneral |
| Fundraising | 2999 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2700303 | Total |
| Program Services | 2173358 | ProgramServices |
| Management And General | 488175 | ManagementAndGeneral |
| Fundraising | 38770 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1712760 | BOY |
| EOY | 2381446 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3828349 | BOY |
| EOY | 3923291 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27980 | BOY |
| EOY | 12516 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65350 | BOY |
| EOY | 64584 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2835090 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2295133 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 721280 | BOY |
| EOY | 539957 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6371584 | BOY |
| EOY | 6764797 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12727303 | BOY |
| EOY | 13686591 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 186333 | BOY |
| EOY | 202845 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 186333 | BOY |
| EOY | 202845 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8068626 | BOY |
| EOY | 8596410 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 622926 | BOY |
| EOY | 1015869 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3849418 | BOY |
| EOY | 3871467 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12540970 | BOY |
| EOY | 13483746 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12727303 | BOY |
| EOY | 13686591 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 693930 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 248846 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6371679 | BeginningOfYearBalance |
| Contributions | 22049 | Contributions |
| Investment Earnings Or Losses | 371754 | InvestmentEarningsOrLosses |
| End Of Year Balance | 6765482 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4890892 | BeginningOfYearBalance |
| Contributions | 1475011 | Contributions |
| Investment Earnings Or Losses | 5776 | InvestmentEarningsOrLosses |
| End Of Year Balance | 6371679 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2912489 | BeginningOfYearBalance |
| Contributions | 1870487 | Contributions |
| Investment Earnings Or Losses | 107916 | InvestmentEarningsOrLosses |
| End Of Year Balance | 4890892 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2753799 | BeginningOfYearBalance |
| Contributions | 26625 | Contributions |
| Investment Earnings Or Losses | 132065 | InvestmentEarningsOrLosses |
| End Of Year Balance | 2912489 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1770494 | BeginningOfYearBalance |
| Contributions | 983305 | Contributions |
| End Of Year Balance | 2753799 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.33650 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.57220 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.09130 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1823986 | OtherCostOrOtherBasis |
| Depreciation | 1644175 | Depreciation |
| Book Value | 179811 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1011104 | OtherCostOrOtherBasis |
| Depreciation | 650958 | Depreciation |
| Book Value | 360146 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 539957 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FUNDS HELD AT SVCF | Description |
| Book Value | 6764797 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 6764797 | TotalOfBookValueSecurities |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 3588830 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 248846 | NetUnrealizedGainsInvestments |
| Other Revenues | -54249 | OtherRevenues |
| Revenue Not Rptd F990 | 194597 | RevenueNotRptdF990 |
| Revenue Subtotal | 3394233 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 3394233 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2646054 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 2646054 | ExpensesSubtotal |
| Other Expenses Not Included | 54249 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 54249 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 2700303 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | 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. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | 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 23701(D). 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. THE SCHOOL IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE INTERNAL REVENUE SERVICE FOR THE TAX YEARS ENDING JULY 31, 2009 AND BEFORE AND BY THE CALIFORNIA FRANCHISE TAX BOARD FOR TAX YEARS ENDING JULY 31, 2008 AND BEFORE. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | INVESTMENT MANAGEMENT FEE -54,249. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT MANAGEMENT FEE 54,249. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 0 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 0 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | Identifier |
| Return Reference | SCHEDULE E, PART I, LINE 3 | ReturnReference |
| Explanation | BRIDGE SCHOOL MAKES ITS RACIALLY NONDISCRIMINATORY POLICY AVAILABLE TO ALL PARTS OF THE GENERAL COMMUNITY VIA THE SCHOOL'S WEBSITE. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | BRIDGE SCHOOL BENEFIT CONCERT | NameOfEvent1 |
| Gross Receipts Event1 | 1467162 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 453739 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 1013423 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 3273 | OtherDirectExpensesEvent1 |
| Name Of Event2 | HEART OF GOLD GAL | NameOfEvent2 |
| Gross Receipts Total | 1467162 | GrossReceiptsTotal |
| Charitable Contributions Total | 453739 | CharitableContributionsTotal |
| Gross Revenue Total Events | 1013423 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 3273 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 3273 | DirectExpenseSummaryEvents |
| Net Income Summary | 1010150 | NetIncomeSummary |
Gaming Information GamingInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | 55483 | GrossRevenueOtherGaming |
| Volunteer Labor Other Gaming | 0 | VolunteerLaborOtherGaming |
| Gross Revenue Total Gaming | 55483 | GrossRevenueTotalGaming |
| Net Gaming Income Summary | 55483 | NetGamingIncomeSummary |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | CA | StatesWhereGamingConducted |
| Licensed | 0 | Licensed |
| Explanation If No | RAFFLE IS CONDUCTED BY LIVE NATION AND THE PROCEEDS ARE GIVEN TO ORGANIZATION AS ONE CHECK. | ExplanationIfNo |
| License Suspended Etc | 0 | LicenseSuspendedEtc |
| Gaming With Nonmembers | 0 | GamingWithNonmembers |
| Member Of Other Entity | 0 | MemberOfOtherEntity |
| Percentage Of Gaming Own Facility | 0.00000 | PercentageOfGamingOwnFacility |
| Percentage Of Gaming Othr Facility | 1.00000 | PercentageOfGamingOthrFacility |
Name Of Gaming Rec Keeper Bus NameOfGamingRecKeeperBus
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VICKI CASELLA | BusinessNameLine1 |
Address Of Gaming Rec Keeper US AddressOfGamingRecKeeperUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 545 EUCALYPTUS | AddressLine1 |
| City | HILLSBOROUGH | City |
| State | CA | State |
| ZIP Code | 94010 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contract With3rd Party For Gam Rev | 0 | ContractWith3rdPartyForGamRev |
| Gaming Manager Name Person | VICKI CASELLA | GamingManagerNamePerson |
| Gaming Manager Compensation | 0 | GamingManagerCompensation |
| Gaming Manager Services Provided | SUPERVISES AND MANAGES ALL RAFFLES. | GamingManagerServicesProvided |
| Gaming Manager Is Director Officer | X | GamingManagerIsDirectorOfficer |
| Charitable Distrib Required | 0 | CharitableDistribRequired |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (3 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| SUMMER CAMP SCHOLARSHIPS | 28 | 23757 |
| SCHOLARSHIPS | 2 | 96926 |
| STUDENT'S SCHOLARSHIPS - PARTIAL | 3 | 5840 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR VICKI CASELLA | ||||||||||||||
| EXECUTIVE DIRECTOR | 173430 | 0 | 7703 | 0 | 0 | 0 | 9617 | 0 | 4772 | 0 | 195522 | 0 | 0 | 0 |
| MARY HUNT-BERG | ||||||||||||||
| EDUCATION/RESEARCH DIR | 152002 | 0 | 3203 | 0 | 0 | 0 | 8115 | 0 | 15134 | 0 | 178454 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | 1)BRIAN MORTON-TREASURER AND PEGI YOUNG-PRESIDENT ARE SIBLINGS. 2) NEIL YOUNG-BOARD MEMBER AND PEGI YOUNG-PRESIDENT ARE HUSBAND AND WIFE. |
| 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. |