2026-05-11T07:51:22-05:00 2025-06-30 941254756 HOOD & STRONG LLP 2580 N 1ST ST STE 460 SAN JOSE CA 95131 990 2024-07-01 940338330 THE BRANSON SCHOOL BRAN 4154543612 PO BOX 887 ROSS CA 94957 CHRIS MAZZOLA HEAD OF SCHOOL 4154543612 2026-05-08 1 1 MAGA E KISRIEV P01008919 4089988400 2024 2025-03-06 01:10:19Z CHRIS MAZZOLA PO BOX 887 ROSS CA 94957 38711627 0 X WWW.BRANSON.ORG X 1926 CA TO PROVIDE A QUALITY EDUCATION TO STUDENTS GRADE 9 THROUGH 12. 29 29 181 87 0 0 9118009 7414444 23661478 26532785 1578109 2534254 298734 212784 34656330 36694267 3966066 4356663 0 0 16873640 19349242 0 0 2641992 8581422 9023589 29421128 32729494 5235202 3964773 97739955 108483084 48635048 50940634 49104907 57542450 TO PROVIDE AN ACADEMICALLY EXCEPTIONAL EDUCATION TO STUDENTS GRADE 9 THROUGH 12 IN A WARM, SUPPORTIVE, AND NURTURING ENVIRONMENT. 0 0 23487499 4356663 26532785 THE BRANSON SCHOOL MAINTAINS AND CONDUCTS A SECONDARY SCHOOL FOR APPROXIMATELY 395 GIRLS AND BOYS IN WHICH THEY ARE PROVIDED WITH SUCH INSTRUCTION AND EDUCATION THAT SHALL BE ADEQUATE FOR THE PREPARATION OF STUDENTS FOR ADMISSION TO UNIVERSITIES AND COLLEGES OF THE HIGHEST ATTAINMENT. THE BRANSON SCHOOL ENCOURAGES STUDENTS TO THINK CRITICALLY, COMMUNICATE CLEARLY, DEVELOP THEIR INDIVIDUAL TALENTS AND INTERESTS, AND PURSUE A LIFE-LONG PASSION FOR LEARNING. 23487499 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 1 0 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 101 0 1 181 1 0 0 0 0 0 0 0 0 0 0 0 0 X 29 29 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 CA X PATRICIA LINE 4154543612 PO BOX 887 ROSS CA 94957 HADLEY MULLIN CHAIR 2.00 X X 0 0 0 GREG TUSHER VICE CHAIR 2.00 X X 0 0 0 SHALU SALUJA VICE CHAIR 2.00 X X 0 0 0 KRISTIN KEEFFE SECRETARY 2.00 X X 0 0 0 JESSICA DURAN TREASURER 2.00 X X 0 0 0 JULIAN ALLEN TRUSTEE 2.00 X 0 0 0 RICH BOLLINI TRUSTEE 2.00 X 0 0 0 MITCH BOSTIAN TRUSTEE 2.00 X 0 0 0 SHELLEY BRANSTEN TRUSTEE 2.00 X 0 0 0 CAM BRUGLER TRUSTEE 2.00 X 0 0 0 COURTNEY BUIE LIPKIN TRUSTEE 2.00 X 0 0 0 SCOTT CRABILL TRUSTEE 2.00 X 0 0 0 ROGER CRAWFORD TRUSTEE 2.00 X 0 0 0 JIM DIGNAN TRUSTEE 2.00 X 0 0 0 JOSH FISHER TRUSTEE 2.00 X 0 0 0 ALEXANDER FRASER TRUSTEE 2.00 X 0 0 0 CELIA GOLDEN TRUSTEE 2.00 X 0 0 0 CHUCK GREENE TRUSTEE 2.00 X 0 0 0 LIZ HUME TRUSTEE 2.00 X 0 0 0 KATIE HYDE TRUSTEE 2.00 X 0 0 0 MAYA LANGER SEGAL TRUSTEE 2.00 X 0 0 0 JESSICA MEGA TRUSTEE 2.00 X 0 0 0 KATRINA O'CONNELL TRUSTEE 2.00 X 0 0 0 SHIH-WEI PENG TRUSTEE 2.00 X 0 0 0 ERIC PROSNITZ TRUSTEE 2.00 X 0 0 0 JESSICA SPALY TRUSTEE 2.00 X 0 0 0 QUOC TRAN TRUSTEE 2.00 X 0 0 0 CONNIE TREADWELL TRUSTEE 2.00 X 0 0 0 LISA WENDT TRUSTEE 2.00 X 0 0 0 CHRISTINA K MAZZOLA HEAD OF SCHOOL 40.00 X 708689 0 62798 DAVID HANSON CFOO 40.00 X 345971 0 47901 JIM ZIMMERMAN CAO 40.00 X 360227 0 65990 NATHALIO GRAY ASST HEAD FOR MISSION ADVANCEMENT 40.00 X 248446 0 33914 JEFFREY SYMONDS ASST HOS FOR ACAD & DEAN OF FACULTY 40.00 X 219136 0 39183 MATTHEW LANE DIRECTOR OF COLLEGE COUNSELING 40.00 X 186831 0 27339 MICHELLE JONES DIRECTOR OF HR 40.00 X 182361 0 49324 2251661 0 326449 73 0 1 0 EPICUREAN GROUP 111 MAIN STREET SUITE 3 LOS ALTOS CA 94022 FOOD SERVICE 1105987 PHOENIX TRANSPORTATION 405 GRAND AVE 204 SOUTH SAN FRANCISCO CA 940803613 TRANSPORTATION 511411 AMSNET INC PO BOX 4933 HAYWARD CA 945404933 TECHNOLOGY 499670 LARKSPUR BUILDERS INC 1686 UNION ST STE 211 SAN FRANCISCO CA 94123 GENERAL CONTRACTOR 157207 OUTWARD BOUND CALIFORNIA 548 MARKET ST PMB 68876 SAN FRANCISCO CA 94104 GUIDES FOR SCHOOL TRIP 137325 18 7414444 2089677 7414444 TUITION AND FEES 611600 25022422 25022422 AUXILIARY SERVICES 611600 1241922 1241922 SUMMER PROGRAMS 611600 222906 222906 OTHER PROGRAM REVENUE 611600 45535 45535 26532785 1617943 1617943 287241 74457 212784 212784 212784 2859214 1942903 916311 916311 916311 36694267 26532785 0 2747038 4356663 4356663 1165358 794538 251236 119584 14066443 9590465 3032538 1443440 1193371 799540 278840 114991 1886837 1187552 400950 298335 1037233 758219 193056 85958 154938 154938 77950 77950 473391 473391 2043875 1598338 141760 303777 107457 107457 228448 129134 64241 35073 597157 298827 298330 1059909 739568 290758 29583 69354 66409 660 2285 203147 145605 47082 10460 679677 509758 149529 20390 1277059 957794 280953 38312 329545 329545 ATHLETIC PROGRAM 733412 731997 1245 170 STUDENT PROGRAM 156112 156112 OUTDOOR PROGRAM 131431 131431 LOSS ON ASSET DISPOSAL 50978 38234 11215 1529 649749 497315 121786 30648 32729494 23487499 6600003 2641992 9562337 12566663 2769292 1084372 5051121 4452863 11023020 12055113 404538 429976 51090721 28650861 22538767 22439860 44411710 49986421 1979170 5467816 97739955 108483084 1297475 1775123 21805389 24285668 25532184 24879843 48635048 50940634 X 8826676 11756647 40278231 45785803 49104907 57542450 97739955 108483084 3964773 4472770 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 33950580 3639166 4861714 1403586 41047874 29941117 1453315 3776718 1220570 33950580 27358725 715475 3120130 1253213 29941117 31511818 1414549 -4379412 1188230 27358725 25933133 45075 6514861 981251 31511818 0.07798 0.52523 0.39680 0 0 5278249 5278249 39052516 24240513 14812003 5297389 4097270 1200119 1462567 313078 1149489 22439860 ALTERNATIVE INVESTMENTS 5467816 F 5467816 X 36559494 4472770 -4208609 264161 36295333 473391 -74457 398934 36694267 28121951 74457 74457 28047494 473391 4208609 4682000 32729494 PART V, LINE 4: THE BRANSON SCHOOL ENDOWMENT FUNDS ARE PRIMARILY USED TO SUPPORT THE GENERAL OPERATIONS OF THE SCHOOL, INCLUDING FINANCIAL AID SUPPORT. PART X, LINE 2: THE SCHOOL IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER THE INTERNAL REVENUE CODE SECTION 501(C)(3) AND BY THE CALIFORNIA REVENUE AND TAXATION CODE 23701D. ACCORDINGLY, IT HAS NOT PROVIDED FOR INCOME TAXES IN THESE FINANCIAL STATEMENTS. EACH YEAR, MANAGEMENT CONSIDERS WHETHER ANY MATERIAL TAX POSITION THE SCHOOL HAS TAKEN IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITY. MANAGEMENT BELIEVES THAT ANY POSITIONS THE SCHOOL HAS TAKEN ARE SUPPORTED BY SUBSTANTIAL AUTHORITY, AND HENCE, DO NOT NEED TO BE MEASURED OR DISCLOSED IN THESE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID RECLASSIFIED TO EXPENSES -4,157,630. LOSS ON DISPOSAL RECLASSIFIED TO EXPENSES -50,979. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES RECLASSIFIED TO REVENUE -74,457. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES RECLASSIFIED TO REVENUE 74,457. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID RECLASSIFIED TO EXPENSES 4,157,630. LOSS ON DISPOSAL RECLASSIFIED TO EXPENSES 50,979. 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 BRANSON SCHOOL PUBLISHED ITS NONDISCRIMINATORY POLICY ON THE SCHOOL'S HOMEPAGE (HTTPS://WWW.BRANSON.ORG/). CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 4084055 0 0 0 0 0 0 4084055 0 4084055 1 0 1 0 0 0 1 FINANCIAL AID 80 4356663 PART I, LINE 2: THE FINANCIAL AID COMMITTEE REVIEWS EACH STUDENT FINANCIAL AID APPLICATION. FINANCIAL AID GRANTS ARE AWARDS TO EACH STUDENT SEPARATE FROM THE ADMISSIONS PROCESS. FINANCIAL AID IS AWARDED FOR TUITION, INCIDENTALS, TECHNOLOGY, ATHLETICS AND GLOBAL/DOMESTIC TRIPS. X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 CHRISTINA K MAZZOLA HEAD OF SCHOOL 681911 0 1500 0 25278 0 32633 0 30165 0 771487 0 0 0 JIM ZIMMERMAN CAO 314504 0 1500 0 44223 0 28414 0 37576 0 426217 0 0 0 DAVID HANSON CFOO 342409 0 1500 0 2062 0 30857 0 17044 0 393872 0 0 0 NATHALIO GRAY ASST HEAD FOR MISSION ADVANCEMENT 244000 0 1500 0 2946 0 22150 0 11764 0 282360 0 0 0 JEFFREY SYMONDS ASST HOS FOR ACAD & DEAN OF FACULTY 216023 0 1500 0 1613 0 19693 0 19490 0 258319 0 0 0 MICHELLE JONES DIRECTOR OF HR 180028 0 1500 0 833 0 32633 0 16691 0 231685 0 0 0 MATTHEW LANE DIRECTOR OF COLLEGE COUNSELING 184708 0 1500 0 623 0 16589 0 10750 0 214170 0 0 0 PART I, LINE 1A JIM ZIMMERMAN, CAO, RECEIVED HOUSING ALLOWANCE. THE BENEFIT WAS TREATED AS TAXABLE COMPENSATION. A CALIFORNIA PUBLIC FINANCE AUTHORITY 474447476 2021-02-18 28181875 REFUNDING OF TAX-EXEMPT BONDS, PURCHASE OF 2 RESIDENCES USED BY THE SCHOOL 0 0 0 A 27977372 388408 6410028 21178936 2021 1 1 1 1 A 0 1 0 0 0.00000 0.00000 0.00000 0 0 1 A 1 0 0 0 0 1 A 1 SCHEDULE K, PART II, LINE 3, COLUMN A: THE TOTAL PROCEEDS WERE NOT IDENTICAL TO THE ISSUE PRICE LISTED IN PART I, COLUMN (E) BECAUSE THE TOTAL AMOUNT OF DRAWS WAS BELOW THE MAXIMUM. X 36 625431 FMV X 1 1464246 FMV 0 0 1 0 PART I, COLUMN (B): THIS COLUMN REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED AND APPROVED BY THE FINANCE COMMITTEE BEFORE IT WAS FILED. A COPY OF THE PUBLIC DISCLOSURE VERSION OF FORM 990 WAS PROVIDED TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE MEMBERS OF THE BOARD OF TRUSTEES AND THE HEAD OF SCHOOL SHALL EXERCISE REASONABLE CARE, DISCRETION AND GOOD JUDGEMENT FOR THE BENEFIT OF BRANSON. IN THEIR DEALINGS WITH AND ON BEHALF OF BRANSON, FIDUCIARIES SHALL BE HELD TO A RULE OF HONEST, FAIR AND GOOD FAITH DEALING BETWEEN THEMSELVES AND BRANSON. THEY SHALL NOT USE THEIR POSITIONS, OR KNOWLEDGE GAINED THERE FROM, IN SUCH A WAY THAT A CONFLICT OF INTEREST, A POTENTIAL CONFLICT OF INTEREST OR THE APPEARANCE OF IMPROPRIETY ARISES BETWEEN THE INTEREST OF BRANSON AND THAT OF THE INDIVIDUAL. THE BOARD SHALL ENSURE THAT ANY "MATERIAL" TRANSACTION OR OTHER MATTER INVOLVING BRANSON IN WHICH A FIDUCIARY HAS A PERSONAL, FINANCIAL, OR OTHER INTEREST IS IN THE BEST INTERESTS OF BRANSON. ALL GUIDELINES ARE ENCOMPASSED IN THE EMPLOYEE HANDBOOK AVAILABLE TO BOARD MEMBERS, DIRECTORS, EXECUTIVE COMMITTEE, CFOO AND HEAD OF THE SCHOOL. IF A CONFLICT OF INTEREST EXISTS, THE PERSON SHALL PROMPTLY REPORT THE EXISTENCE OF AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST OR A MATTER GIVING RISE TO THE APPEARANCE OF IMPROPRIETY FOR THEMSELVES OR ANY "FAMILY MEMBERS" ACCORDING TO THE BRANSON SCHOOL CONFLICT OF INTEREST DISCLOSURE STATEMENT PROMPTLY. IN ADDITION, OFFICERS AND BOARD MEMBERS MAY NOT ENGAGE IN TRANSACTIONS THAT WOULD RESULT IN A REAL OR APPARENT CONFLICT OF INTEREST, INCLUDING TRACTIONS WITH FAMILY MEMBERS. NO FIDUCIARY WITH AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST OR THE APPEARANCE OF IMPROPRIETY (INTERESTED PERSON) MAY VOTE ON, OR BE PRESENT AT THE VOTE FOR, A MATTER RELATED THERETO OR BE COUNTED IN DETERMINING THE EXISTENCE OF A QUORUM AT THE MEETING OF THE BOARD OF TRUSTEES AT WHICH SUCH MATTER IS VOTED UPON. AT THE DISCRETION OF THE CHAIR OF THE BOARD, THE INTERESTED PERSON MAY PARTICIPATE IN BOARD DISCUSSIONS CONCERNING SUCH MATTER, BUT SHALL NOT BE COUNTED TOWARD THE QUORUM FOR THE VOTE UPON SUCH MATTER. IF THE INTERESTED PERSON IS UNABLE TO MITIGATE THE CONFLICT OF INTEREST, THE BOARD MAY REMOVE UPON A VOTE OF THE MATTER. FORM 990, PART VI, SECTION B, LINE 15A THE HEAD OF SCHOOL'S COMPENSATION PACKAGE IS DETERMINED EXCLUSIVELY BY THE BOARD OF TRUSTEES. A COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS FORM 990S FILED BY COMPARABLE SCHOOLS. A WRITTEN EMPLOYMENT CONTRACT IS SIGNED BY THE BOARD PRESIDENT AND THE HEAD OF SCHOOL. THE HEAD OF SCHOOL IS RESPONSIBLE FOR DETERMINING COMPENSATION AND BENEFITS FOR KEY EMPLOYEES OF THE SCHOOL. A SURVEY OF COMPENSATION AND BENEFITS CONDUCTED BY ISBOA, AND ORGANIZATION OF SCHOOLS IN THE BAY AREA, IS USED AS A BENCHMARK. THE HEAD OF SCHOOL, CFOO AND DIRECTOR OF HR USE BENCHMARKING TOOLS TO DETERMINE SALARIES/WAGES FOR STAFF LEVEL ROLES. THERE IS A FACULTY SCALE USED FOR ALL FACULTY BASED ON YEARS OF EXPERIENCE. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF TIME SET FORTH IN SEC 6104(D).