2024-05-13T16:14:06-05:00 2023-06-30 941254756 HOOD & STRONG LLP 60 SO MARKET ST STE 200 SAN JOSE CA 95113 990 2022-07-01 940338330 THE BRANSON SCHOOL BRAN 4154543612 PO BOX 887 ROSS CA 94957 DAVID HANSON CFOO 4154543612 2024-05-13 1 DAVID HANSON 999009999 0 MAGA E KISRIEV P01008919 4089988400 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CHRIS MAZZOLA PO BOX 887 ROSS CA 94957 30255984 0 X WWW.BRANSON.ORG X 1926 CA TO PROVIDE A QUALITY EDUCATION TO STUDENTS GRADE 9 THROUGH 12. 29 29 154 100 0 0 4352465 3848845 18470060 20784971 6585070 1064560 110415 225135 29518010 25923511 2868456 3466437 0 0 13189285 14503066 7000 0 1935156 10172023 10144897 26236764 28114400 3281246 -2190889 77234080 77162432 38375054 37205776 38859026 39956656 TO PROVIDE AN ACADEMICALLY EXCEPTIONAL EDUCATION TO STUDENTS GRADE 9 THROUGH 12 IN A WARM, SUPPORTIVE, AND NURTURING ENVIRONMENT. 0 0 17076066 3466437 20784971 THE BRANSON SCHOOL MAINTAINS AND CONDUCTS A SECONDARY SCHOOL FOR APPROXIMATELY 370 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. 17076066 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 115 0 1 154 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 AMBER JOHNSON DIRECTOR OF FINANCE 4154543612 PO BOX 887 ROSS CA 94957 QUOC TRAN BOARD CHAIR 2.00 X X 0 0 0 KEN MCNEELY BOARD CO-VICE CHAIR 2.00 X X 0 0 0 GREG TUSHER BOARD CO-VICE CHAIR 2.00 X X 0 0 0 HADLEY MULLIN BOARD TREASURER 2.00 X X 0 0 0 KRISTIN KEEFFE BOARD SECRETARY 2.00 X X 0 0 0 ALEXANDER FRASER TRUSTEE 2.00 X 0 0 0 CELIA GOLDEN TRUSTEE 2.00 X 0 0 0 CONNIE TREADWELL TRUSTEE 2.00 X 0 0 0 COURTNEY BUIE LIPKIN TRUSTEE 2.00 X 0 0 0 ERIC PROSNITZ TRUSTEE 2.00 X 0 0 0 JACK DALY TRUSTEE 2.00 X 0 0 0 JESSICA DURAN TRUSTEE 2.00 X 0 0 0 JESSICA SPALY TRUSTEE 2.00 X 0 0 0 JIM DIGAN TRUSTEE 2.00 X 0 0 0 JOSH FISHER TRUSTEE 2.00 X 0 0 0 JT HERMAN TRUSTEE 2.00 X 0 0 0 KATIE HYDE TRUSTEE 2.00 X 0 0 0 LISA WENDT TRUSTEE 2.00 X 0 0 0 LIZ HUME TRUSTEE 2.00 X 0 0 0 LUPE GALLEGOS-DIAZ TRUSTEE 2.00 X 0 0 0 MAYA SEGAL TRUSTEE 2.00 X 0 0 0 NANCY CONNERY TRUSTEE 2.00 X 0 0 0 RICHARD BOLLINI TRUSTEE 2.00 X 0 0 0 ROGER CRAWFORD TRUSTEE 2.00 X 0 0 0 SCOTT CRABILL TRUSTEE 2.00 X 0 0 0 SHALU SALUJA TRUSTEE 2.00 X 0 0 0 SLOAN KLEIN TRUSTEE 2.00 X 0 0 0 STEVE ASHLEY TRUSTEE 2.00 X 0 0 0 STEVE FLETCHER TRUSTEE 2.00 X 0 0 0 CHRISTINA MAZZOLA HEAD OF SCHOOL 40.00 X 516825 0 149400 DAVID HANSON CFOO 40.00 X 312330 0 79695 NATHALIO D GRAY ASST HEAD FOR MISSION ADVANCEMENT 40.00 X 215067 0 26853 JIM ZIMMERMAN CAO 40.00 X 327321 0 53345 JEFFREY K SYMONDS DIRECTOR OF STUDIES 40.00 X 177166 0 38186 MATTHEW LANE DIRECTOR OF COLLEGE COUNSELING 40.00 X 168002 0 19289 MICHELLE JONES DIRECTOR OF HR 40.00 X 167380 0 23299 AMBER JOHNSON DIRECTOR OF FINANCE 40.00 X 166703 0 12428 2050794 0 402495 62 0 1 0 PEAK BUILDING SERVICES 845 OLIVE AVENUE SUITE 211 NOVATO CA 94945 JANITORIAL SERVICES 250042 1 3848845 3848845 TUITION AND FEES 611600 19528356 19528356 AUXILIARY SERVICES 611600 986525 986525 SUMMER PROGRAMS 611600 240290 240290 OTHER PROGRAM REVENUE 611600 29800 29800 20784971 1333253 1333253 310680 85545 225135 225135 225135 3964615 13620 3956945 289983 7670 -276363 -268693 -268693 25923511 20784971 0 1289695 3466437 3466437 1115734 179801 756132 179801 10253290 6005441 3373399 874450 828465 538503 188173 101789 1518023 986715 307070 224238 787554 511910 218301 57343 158569 158569 77031 77031 43044 43044 200000 200000 269325 185629 83696 183356 144373 37850 1133 577684 266202 266202 45280 2205016 1533851 610981 60184 43254 11366 31883 5 320752 187723 124158 8871 715980 536423 158509 21048 1526395 1143599 337924 44872 318116 318116 ATHLETIC PROGRAM 611822 611822 STUDENT PROGRAM 93049 93049 INTERNAL INVESTIGATION 88315 88315 OUTDOOR PROGRAM 79120 79120 2634069 691416 1710207 232446 28114400 17076066 9103178 1935156 11267519 7840682 577802 11400935 876072 1192575 767148 40694 342983 246376 49486713 27060121 22860174 22426592 40448831 33381713 93551 632865 77234080 77162432 1126694 1552307 10413517 9447669 26834843 26205800 38375054 37205776 X 9006570 7352849 29852456 32603807 38859026 39956656 77234080 77162432 -2190889 3288519 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 27358725 715475 3120130 1253213 29941117 31511818 1414549 -4379412 1188230 27358725 25933133 45075 6514861 981251 31511818 26568100 39558 529184 1203709 25933133 26003703 71363 1522163 1029129 26568100 0.03399 0.60652 0.35949 0 0 5278249 5278249 38375663 22721652 15654011 5331676 4338469 993207 501125 501125 22426592 X 26070413 3288519 -3184118 104401 25966012 43044 -85545 -42501 25923511 24972783 85545 85545 24887238 43044 3184118 3227162 28114400 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 -3,184,118. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES RECLASSIFIED TO REVENUE -85,545. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES RECLASSIFIED TO REVENUE 85,545. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID RECLASSIFIED TO EXPENSES 3,184,118. 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/). 1 FINANCIAL AID 67 3441961 FACULTY & STUDENT AWARDS 20 24476 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 MAZZOLA HEAD OF SCHOOL 516568 0 0 0 257 0 18300 0 131100 0 666225 0 0 0 DAVID HANSON CFOO 310575 0 0 0 1755 0 15250 0 64445 0 392025 0 0 0 JIM ZIMMERMAN CAO 297250 0 0 0 30071 0 14883 0 38462 0 380666 0 0 0 NATHALIO D GRAY ASST HEAD FOR MISSION ADVANCEMENT 197210 0 0 0 17857 0 16871 0 9982 0 241920 0 0 0 JEFFREY K SYMONDS DIRECTOR OF STUDIES 175070 0 0 0 2096 0 14513 0 23673 0 215352 0 0 0 MICHELLE JONES DIRECTOR OF HR 166941 0 0 0 439 0 8409 0 14890 0 190679 0 0 0 MATTHEW LANE DIRECTOR OF COLLEGE COUNSELING 167536 0 0 0 466 0 10143 0 9146 0 187291 0 0 0 AMBER JOHNSON DIRECTOR OF FINANCE 166282 0 0 0 421 0 9994 0 2434 0 179131 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 2343795 25245169 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 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).