2012-05-15T17:10:58-05:00 2011-06-30 BURR PILGER MAYER INC 60 SOUTH MARKET STREET SUITE 800 SAN JOSE CA 95113 990 2010-07-01 043694151 826 VALENCIA 826V 4156425905 826 VALENCIA STREET SAN FRANCISCO CA 94110 BRIAN GRAY 4156425905 2012-05-15 1 MICHAEL STEPHEN SCHAFFER 4089616300 2012-05-14 2010 2016-02-24 21:20:13Z BRIAN GRAY 826 VALENCIA STREET SAN FRANCISCO CA 94110 1369125 0 X WWW.826VALENCIA.ORG X 2002 CA 826 VALENCIA SUPPORTS STUDENTS AGES 6-18 WITH THEIR CREATIVE AND EXPOSITORY WRITING SKILLS. 10 10 13 1800 36298 -10791 741834 951881 17956 5361 32577 54550 65248 44629 857615 1056421 63500 156500 0 0 418775 508265 0 0 139671 365638 417904 847913 1082669 9702 -26248 1936089 2037479 163492 287967 1772597 1749512 X 826 VALENCIA IS A SAN FRANCISCO-BASED NONPROFIT ORGANIZATION DEDICATED TO SUPPORTING STUDENTS AGES 6 TO 18 WITH THEIR WRITING SKILLS AND TO 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 2010-2011 SCHOOL YEAR, WE SERVED OVER 6,000 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 170247 IN-SCHOOLS PROGRAM: DURING THE 2010-2011 SCHOOL YEAR, WE SERVED 50 TEACHERS AND 2,372 STUDENTS AT 19 SFUSD SCHOOLS THROUGH OUR IN-SCHOOLS PROGRAM. IN THIS, OUR SIXTH YEAR AT EVERETT MIDDLE SCHOOL, WE SERVED ALMOST EVERY STUDENT THROUGH OUR 826 WRITERS' ROOM AND PUBLISHED THREE ISSUES OF THE BILINGUAL STUDENT NEWSPAPER, STRAIGHT-UP NEWS. AT OUR OTHER WRITERS' ROOM AT JAMES LICK MIDDLE SCHOOL, NOW IN YEAR THREE, WE SERVED EVERY STUDENT AND CREATED TWO ISSUES OF SLICK, A LIFESTYLE MAGAZINE FOR MIDDLE-SCHOOLERS. FOR OUR MOST INTENSIVE PUBLISHING ENDEAVOR OF THE YEAR, WE WORKED WITH 53 JUNIORS AND SENIORS AT JUNE JORDAN SCHOOL FOR EQUITY ON A 273-PAGE ANTHOLOGY OF FICTIONAL STORIES AND PERSONAL ESSAYS ABOUT THE POWER OF MYTH. AUTHOR KHALED HOSSEINI, WHO WROTE THE FORWARD FOR THE BOOK, MET WITH THE STUDENTS, IMPARTING INSPIRATION AND A WRITER'S WISDOM. WE CELEBRATED THE FINAL PRODUCT, BEYOND STOLEN FLAMES, FORBIDDEN FRUIT, AND TELEPHONE BOOTHS, OUR OWN MYTHS, OUR OWN FUTURES, WITH A RELEASE PARTY AT NEARBY BRAVA! THEATER. BEYOND IS AVAILABLE ON AMAZON.COM AND AT BOOKSTORES NATIONWIDE. 132654 AFTER-SCHOOL TUTORING PROGRAM: OUR AFTER-SCHOOL TUTORING PROGRAM REMAINS ONE OF THE CORNERSTONE PROGRAMS OF 826 VALENCIA. DURING THE 2010-2011 YEAR, WE HOSTED THE PROGRAM MONDAYS THROUGH THURSDAYS THROUGHOUT THE SCHOOL YEAR FOR 85 ENROLLED STUDENTS. AN ADDITIONAL 219 STUDENTS DROPPED IN ON SUNDAY AFTERNOONS. 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 CONTINUED OUR PARTNERSHIP WITH THE SAN FRANCISCO CHRONICLE TO PROVIDE MONTHLY STUDENT-WRITTEN MOVIE REVIEWS. 104338 FIELD TRIP PROGRAM: DURING THE 2010-2011 SCHOOL YEAR, WE HOSTED 128 FIELD TRIPS, WITH A COMBINED TOTAL OF 2,977 STUDENTS FROM LOCAL SCHOOLS VISITING OUR CENTER IN THE MISSION DISTRICT FOR A MORNING OF HIGH-ENERGY LEARNING. STUDENTS INTERVIEWED LOCAL AUTHORS, PRACTICED SLAM POETRY, AND TRIED THEIR HANDS AT SCREENWRITING. 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. OUR FIELD TRIP PROGRAMS REMAINS SO POPULAR THAT OUR SCHEDULE IS FILLED A YEAR IN ADVANCE. 460504 156500 5361 WORKSHOPS AND SCHOLARSHIP PROGRAMS 460504 156500 5361 867743 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 1 28 0 1 13 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X BRIAN GRAY PRESIDENT 4156425905 826 VALENCIA STREET SAN FRANCISCO CA 94110 BRIAN GRAY 4.00 X X 1251 0 0 MARY SCHAEFER 2.00 X X 0 0 0 THOMAS MIKE 1.50 X X 0 0 0 ALEXANDRA QUINN 1.00 X X 0 0 0 BARBARA BERSCHE 1.00 X 0 0 0 MATT MIDDLEBROOK 1.50 X 0 0 0 ABNER MORALES 1.00 X 0 0 0 MICHAEL BECKWITH 1.00 X 0 0 0 VENDELA VIDA 1.00 X 0 0 0 OLIVE MITRA 1.00 X 0 0 0 1251 0 0 0 0 0 0 0 164783 787098 8672 951881 PROGRAM FEES 611710 5361 5361 5361 58708 58708 103011 107169 -4158 -4158 -4158 26673 164783 45603 -18930 -18930 223491 159932 63559 36298 27261 1056421 5361 36298 62881 156500 156500 439042 338062 17562 83418 28143 21670 1126 5347 41080 31632 1643 7805 33901 33901 31803 31803 6403 4482 1921 62953 47782 8611 6560 62599 62599 84611 65647 3298 15666 4168 4168 1343 1034 54 255 49962 37471 5496 6995 21938 16892 877 4169 6977 5233 1744 STAFF APPRECIATION 18857 17914 943 STORE EXPENSES 15070 7535 7535 TRAINING/STAFF DEVELOPM 9383 9383 EVENTS, PROGRAM 7936 7936 1082669 867743 75255 139671 360626 440957 284040 264870 213712 64312 5268 68 112987 112403 20228 37509 180058 146145 23134 33913 916094 1083447 1936089 2037479 44492 73826 119000 214141 163492 287967 X 1468088 1414950 304509 334562 1772597 1749512 1936089 2037479 X -26248 3163 X X 1 0 1 X 0 X 839838 977269 1143797 741834 951881 4654619 839838 977269 1143797 741834 951881 4654619 457466 4197153 17797 24866 32746 35055 58708 169172 5244 5244 3123 1162 314 4599 4833634 1483957 0.86830 0.84070 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 36342 36342 0 79812 46810 33002 63904 62993 911 33913 SCHOLARSHIPS PAYABLE 214141 214141 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE ORGANIZATION HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF JUNE 30, 2011, 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, 2009 AND JUNE 30, 2008. SPELLING BEE FOR CHEATERS 95288 82196 13092 3019 10073 BOOKWICH LUNCHEON 87678 74678 13000 18077 8109 1 8490 7909 581 775 5550 191456 164783 26673 775 21096 23732 45603 -18930 1 SCHOLARSHIPS 12 130000 FMV TEACHER OF THE MONTH AWARDS 8 12000 FMV AMANDA DAVIS AWARD 1 2500 FMV ALUMNI INTERN SCHOLARSHIPS 6 12000 FMV PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 BOX 3. THE AMANDA DAVIS AWARD WAS ESTABLISHED BY JOANNA DAVIS, AUGMENTED BY MCSWEENEY'S AND IS CARRIED BY US AS A TEMPORARILY RESTRICTED NET ASSET. THE ALUNMI INTERN SCHOLARSHIPS ARE SUMMER INTERNSHIPS AWARDED TO THE PRIOR YEAR SCHOLARS TO HELP WITH SUMMER PROGRAMMING AT 826 VALENCIA. MCSWEENEY'S PUBLISHING PARTNER BARBARA BERSCHE MS. BERSHE IS A BOARD MEMBER OF 826 VALENCIA 17990 826 VALENCIA PURCHASED INVENTORY FROM MCSWEENEY'S PUBLISHING. 826 VALENCIA AND MCSWEENEY'S PUBLISHING ARE ENTIRELY SEPARATE ORGANIZATIONS ACROSS THE STREET FROM ONE ANOTHER, BOTH FOUNDED BY DAVE EGGERS. WE HAVE TWO BOARD MEMBERS WITH CURRENT OR PAST AFFILIATIONS WITH MCSWEENEY'S: VENDELA VIDA RUNS THE BELIEVER MAGAZINE, AND BARBARA BERSCHE WAS PREVIOUSLY EMPLOYED AS THE PUBLISHER FOR MCSWEENEY'S. 0 0 X 2500 FMV X 1 5002 FMV X COMPUTER EQUIPMENT 1 1170 FMV 0 1 0 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 HER PERFORMANCE AND BY GATHERING DATA ON COMPARABLE COMPENSATION WITHIN THE INDUSTRY. THIS PROCESS WAS LAST COMPLETED IN SEPTEMBER 2010. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 3,163. 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 94103 263217538 PROVIDES SUPPORT AND PROFESSIONAL DEVELOPMENT. CA 501(C)(3) LINE 11A, I N/A 0 0 0 1 0 0 0 0 1 1 0 0 0 1 0 1 1 0 0