2024-11-21T11:58:57-06:00 2024-06-30 941239084 ATHERTON & ASSOCIATES LLP PO BOX 4339 MODESTO CA 953524339 990 2023-07-01 237172909 MISSION GRADUATES MISS 4158645205 3040 16TH STREET SAN FRANCISCO CA 94103 EDWARD KAUFMAN CEO 4158645205 2024-11-08 1 1 JACQUELYN HOWELL P01327223 2095774800 X 2023 2024-10-15 13:58:12Z EDWARD KAUFMAN 3040 16TH STREET SAN FRANCISCO CA 94103 12470403 0 X MISSIONGRADUATES.ORG X 1972 CA MISSION GRADUATES (THE ORGANIZATION") IS A CALIFORNIA NONPROFIT BENEFIT ORGANIZATION THAT EMPOWERS YOUTH AND THEIR FAMILIES ON THE PATH TO HIGHER EDUCATION, EQUIPPING THEM FOR FULFILLING CAREERS THAT WILL STRENGTHEN GENERATIONS. FOUNDED IN 1972, INITIALLY CALLED ST. JOHN'S EDUCATIONAL THRESHOLD CENTER, MISSION GRADUATES WAS FOUNDED BY A ST. JOHN'S EPISCOPAL CHURCH MEMBER AS A TUTORING PROGRAM FOR NEIGHBORHOOD CHILDREN WHO EXPERIENCE AN ACADEMIC ACHIEVEMENT GAP. THREE DECADES LATER, THE ORGANIZATION CLARIFIED THEIR COMMITMENT TO GETTING MORE YOUTH INTO COLLEGE AS A MEANS TO ACHIEVE ECONOMIC EQUITY FOR PRIMARILY LATINO AND IMMIGRANT FAMILIES BUT COMMITTED TO MEETING THE NEEDS OF COMMUNITIES THAT HAVE BEEN OVERLOOKED BY THE SYSTEM, ESPECIALLY BLACK, FILIPINO, AND ARAB FAMILIES. 10 10 226 130 0 0 10309597 11300283 1006764 1149012 73760 20488 -24674 -11395 11365447 12458388 357550 419014 0 0 8000589 9903187 0 0 986112 2446980 2540451 10805119 12862652 560328 -404264 4628558 4827232 662692 1265630 3965866 3561602 X MISSION GRADUATES (THE ORGANIZATION") IS A CALIFORNIA NONPROFIT BENEFIT ORGANIZATION THAT EMPOWERS YOUTH AND THEIR FAMILIES ON THE PATH TO HIGHER EDUCATION, EQUIPPING THEM FOR FULFILLING CAREERS THAT WILL STRENGTHEN GENERATIONS. FOUNDED IN 1972, INITIALLY CALLED ST. JOHN'S EDUCATIONAL THRESHOLD CENTER, MISSION GRADUATES WAS FOUNDED BY A ST. JOHN'S EPISCOPAL CHURCH MEMBER AS A TUTORING PROGRAM FOR NEIGHBORHOOD CHILDREN WHO EXPERIENCE AN ACADEMIC ACHIEVEMENT GAP. THREE DECADES LATER, THE ORGANIZATION CLARIFIED THEIR COMMITMENT TO GETTING MORE YOUTH INTO COLLEGE AS A MEANS TO ACHIEVE ECONOMIC EQUITY FOR PRIMARILY LATINO AND IMMIGRANT FAMILIES BUT COMMITTED TO MEETING THE NEEDS OF COMMUNITIES THAT HAVE BEEN OVERLOOKED BY THE SYSTEM, ESPECIALLY BLACK, FILIPINO, AND ARAB FAMILIES. 0 0 4365445 0 364693 BEACON CENTERS: ALMOST 30 YEARS AGO, THE ORGANIZATION PARTNERED WITH THE SAN FRANCISCO BEACON INITIATIVE AND CITY AND COUNTY FUNDERS TO DEVELOP AN INNOVATIVE PROGRAMMING MODEL THAT MEETS MORE THAN JUST THE ACADEMIC OR SOCIAL NEEDS OF YOUTH AT EVERETT MIDDLE SCHOOL, IT ALSO CREATES A SPACE FOR YOUTH TO DEVELOP INTO LEADERS IN THEIR COMMUNITY. BEACON CENTERS HAVE BEEN EXPANDED TO 27 SITES IN SAN FRANCISCO, INCLUDING THE ORGANIZATION'S SITES AT BESSIE CARMICHAEL, BRYANT, FLYNN, AND SANCHEZ ELEMENTARY SCHOOL, AS WELL AS THE EXISTING EVERETT BEACON. OVERLAYING THE PROGRAMMING OF THE EXTENDED DAY PROGRAMS, THE BEACON CENTERS IMPLEMENT A COMMUNITY SCHOOL MODEL APPROACH BY PROVIDING A COMPREHENSIVE HUB OF SERVICES DURING THE SCHOOL DAY AND AFTER SCHOOL. THE BEACON CENTERS SERVED 886 YOUTH DURING THE YEAR ENDED JUNE 30, 2024, AND EXPANDED THE LEARNING DAY BEYOND THE SCHOOL DAY, PROVIDING INDIVIDUALIZED ACADEMIC INTERVENTIONS BUT ALSO AN ENVIRONMENT WHERE FUTURE LEADERS CAN TAKE OWNERSHIP OF THEIR EDUCATION, DEVELOP SKILLS NECESSARY TO BE SUCCESSFUL, AND BEGIN WORKING ON THEIR GOALS OF GRADUATION AND HIGHER EDUCATION. 3442533 0 784319 EXTENDED DAY PROGRAM (EDP):THE EDP PROVIDES AFTERSCHOOL AND SUMMER EDUCATION TO ALVARADO, CLEAVELAND, AND MARSHALL ELEMENTARY SCHOOLS AND THE THOMAS EDISON CHARTER ACADEMY, AND HELPED 738 STUDENTS DEVELOP THEIR ENGLISH LANGUAGE SKILLS AND INCREASE LITERACY LEVELS, AS WELL AS SHORE UP ACADEMIC SKILLS FOR STUDENTS WHO ARE BELOW GRADE IN CERTAIN ACADEMIC COMPETENCIES. THE EDP EXTENDS THE LEARNING DAY TO ENSURE STUDENTS CAN TRANSITION TO MIDDLE SCHOOL WITH THE ENGLISH LANGUAGE, LITERACY, AND ACADEMIC SKILLS NECESSARY TO EXCEL. THE PROGRAM CONSISTS OF FIVE CORE COMPONENTS: ACADEMIC ENRICHMENT AND GUIDED READING INTERVENTIONS; PROJECT-BASED ELECTIVES THAT INCORPORATE LITERACY-BUILDING OPPORTUNITIES THROUGHOUT EACH CYCLE; SPORTS AND RECREATION; COMMUNITY-BUILDING ACTIVITIES THAT FOSTER GROUP COHESION, BUILD SOCIAL SKILLS, AND MODEL RESILIENCY; AND AN EARLY COLLEGE AWARENESS CURRICULUM THAT PREPARES AND MOTIVATES CHILDREN TO PLAN FOR COLLEGE. THE ORGANIZATION IS IN THEIR FIFTH YEAR OF IMPLEMENTING THE EDP AT MISSION HIGH SCHOOL AND JUST COMPLETED ITS THIRD YEAR AT JUNE JORDAN SCHOOL FOR EQUITY. BOTH PROGRAMS REACH THE ENTIRE STUDENT BODY TO PROVIDE OPPORTUNITIES FOR POSITIVE YOUTH DEVELOPMENT, SUPPORT STUDENTS' ACADEMIC COMPETENCIES AND COLLEGE ASPIRATIONS, AND ENSURE MORE HIGH SCHOOL STUDENTS ARE COLLEGE-READY. THROUGH THESE TWO SITES, THEY WERE ABLE TO SUPPORT 816 STUDENTS. 2103812 419014 0 COLLEGE TO CAREER: COLLEGE CONNECT (CC): CC IS A FAMILY-BASED COLLEGE ACCESS AND SUCCESS PROGRAM THAT LAUNCHED IN SPRING 2008. CC ANNUALLY RECRUITS 25 FOUR-YEAR COLLEGE-BOUND HIGH SCHOOL JUNIORS LIVING OR ATTENDING SCHOOL IN THE MISSION AND EXCELSIOR DISTRICTS OF SAN FRANCISCO WHO ARE THE FIRST GENERATION TO ATTEND COLLEGE. CC PARTICIPANTS AND THEIR FAMILIES RECEIVE SUPPORT WITH ACT PREPARATION, MATH AND ENGLISH TUTORING, PERSONAL STATEMENTS AND SCHOLARSHIP APPLICATION COACHING, OBTAINING FINANCIAL ASSISTANCE, CHOOSING THE BEST COLLEGE THAT MEETS THEIR PERSONAL AND ACADEMIC NEEDS, AND SUCCESSFULLY TRANSITIONING TO COLLEGE WITH SUPPORT THROUGH GRADUATION. CURRENTLY, CC HAS 365 PARTICIPANTS SPREAD ACROSS 14 COHORTS; 227 ARE ALUMNI, 88 ARE COLLEGE STUDENTS, AND 50 ARE HIGH SCHOOL JUNIORS AND SENIORS. 70% OF THE COLLEGE STUDENTS WHO HAVE PARTICIPATED IN THE PROGRAM PERSIST IN COLLEGE OR HAVE RECEIVED THEIR COLLEGE DEGREE, OVER THREE TIMES THE CALIFORNIA AVERAGE OF 23%. 92% OF STUDENTS IN THE PROGRAM GRADUATE WITHIN 5 YEARS OF COLLEGE ENTRY. THEY HAVE SUCCESSFULLY ENSURED THAT FINANCES ARE NOT A BARRIER TO A COLLEGE. THEIR COLLEGE STUDENTS AND ALUMS RAISED OVER $6,637,000 IN COLLEGE SCHOLARSHIPS AND APPLIED FOR ALL FEDERAL, STATE, AND SCHOOL FINANCIAL AID. JOHN O'CONNELL COLLEGE AND CAREER CENTER (JOCCC): JOCCC IS AN INNOVATIVE PARTNERSHIP WITH JOHN O'CONNELL HIGH SCHOOL, TRADITIONALLY CONSIDERED A VOCATIONAL SCHOOL, WHERE THE STAFF IS EMBEDDED WITH TEACHERS IN THE CLASSROOM. BEING IN THE CLASSROOM DURING THE SCHOOL DAY ALLOWS STAFF TO WORK WITH THE ENTIRE SCHOOL POPULATION OF 650, USING THE CONTEXT OF THEIR RELATIONSHIP TO DISCUSS CAREER AND HIGHER EDUCATION ASPIRATIONS. THIS MODEL PROVIDES FOR A MORE INTEGRATED AND HOLISTIC APPROACH TO ASSISTING STUDENTS WITH THEIR FUTURE GOALS, AS OPPOSED TO A SEPARATE COLLEGE AND CAREER OFFICE THAT FEW STUDENTS UTILIZE. 90% OF THE GRADUATING JOC SENIORS WERE ACCEPTED INTO 2- AND 4-YEAR COLLEGES AND UNIVERSITIES.MISSION COLLEGE AND CAREER PROGRAM (MCCP) (FORMERLY ASAP): MISSION COLLEGE AND CAREER PROGRAM IS LOCATED ON THE MISSION HIGH SCHOOL CAMPUS AND PROVIDES COLLEGE ACCESS PERSISTENCE PROGRAMMING TO THE ENTIRE STUDENT BODY. STAFF PROVIDE INDIVIDUALIZED SUPPORT TO 292 STUDENTS IN WRITING PERSONAL STATEMENTS, COMPLETING COLLEGE APPLICATIONS, SUBMITTING SCHOLARSHIP AND FINANCIAL AID APPLICATIONS, AND ENSURING STUDENTS SUCCESSFULLY TRANSITION TO COLLEGE. IN-CLASS SUPPORT OCCURS THROUGH ADVANCEMENT VIA INDIVIDUAL DETERMINATION (AVID), A COLLEGE PREPARATORY PROGRAM FOR STUDENTS IN THE "ACADEMIC MIDDLE". FURTHER, MCCP PROVIDES COLLEGE EXPLORATION ACTIVITIES INCLUDING CAMPUS VISITS AND SUMMER RESIDENTIAL ACADEMIC/LEADERSHIP PROGRAMS ON COLLEGE CAMPUSES. 473575 0 0 PARENT PARTNER PROGRAM:THE PARENT PARTNER PROGRAM INCREASES LATINO AND IMMIGRANT YOUTH'S ACADEMIC SUCCESS AND COLLEGE PROSPECTS BY NURTURING A STRONG CULTURE OF PARENT ENGAGEMENT TO 1,005 PARENTS ACROSS 14 SCHOOL SITES. THIS PROGRAM COMPLEMENTS THE ORANIZATION'S OTHER CORE PROGRAMS, ENSURING THAT PARENTS UNDERSTAND THE EDUCATIONAL SYSTEM, HOW THEY CAN BE PARTNERS IN SUPPORTING THEIR CHILDREN'S ACADEMIC GROWTH AND COLLEGE DREAMS, AND HOW TO ADVOCATE THE BEST FOR THEIR CHILDREN'S NEEDS. THE PARENT PARTNER PROGRAM PROVIDES PARENTS WITH TECHNOLOGY MENTORSHIP, ENGLISH AS A SECOND LANGUAGE COURSES, ENGLISH LEARNER ADVISORY COMMITTEE COACHING AND ADVOCACY PREPARATION, PARENT SUCCESS WORKSHOPS, GENERAL FAMILY ENGAGEMENT CONSULTING SUPPORT, AND SCHOOL-WIDE MEETING AND PLANNING PREPARATION. 473575 0 0 10385365 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 76 0 226 1 0 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 X X ANSON LOUIE 4158645205 3040 16TH STREET SAN FRANCISCO CA 94103 LUIS COSTA PRESIDENT 2.00 X X 0 0 0 CAROL HUNTER TREASURER 1.00 X X 0 0 0 SERGIO HERRERA MEMBER-AT-LARGE 1.00 X 0 0 0 SARAH HOOKER MEMBER-AT-LARGE 1.00 X 0 0 0 BRIAN KEMP MEMBER-AT-LARGE 1.00 X 0 0 0 NAOMI MAHONEY MEMBER-AT-LARGE 1.00 X 0 0 0 TARUN BHASIN MEMBER-AT-LARGE 1.00 X 0 0 0 REBECCA STEPHENS MEMBER-AT-LARGE 1.00 X 0 0 0 DENNIS STRATFORD MEMBER-AT-LARGE 1.00 X 0 0 0 GILDA TEMAJ MARROQUIN MEMBER-AT-LARGE 1.00 X 0 0 0 EDWARD KAUFMAN CHIEF EXECUTIVE OFFICER 40.00 X 191399 0 23871 ANSON LOUIE CHIEF FINANCIAL OFFICER 40.00 X 136202 0 10060 NATALIE GUANDIQUE CHIEF PROGRAM OFFICER 40.00 X 174567 0 15440 TRINA RAMSEY CHIEF DEVELOPMENT OFFICER 40.00 X 156462 0 25033 AMAR IBALLA AL HOSANI DIRECTOR OF DEVELOPMENT 40.00 X 115003 0 12750 773633 0 87154 5 0 1 0 0 114539 9357751 1827993 11300283 PROGRAM SERVICE FEES 900099 1149012 1149012 1149012 20488 20488 0 114539 12015 -12015 -12015 OTHER INCOME 900099 620 620 620 12458388 1149012 0 9093 419014 419014 683504 197422 262175 223907 7368935 6160337 740124 468474 470308 381366 52408 36534 703973 583866 75346 44761 676467 537414 82053 57000 813759 659974 136276 17509 79412 38067 5786 35559 76676 52502 19461 4713 234405 182860 31594 19951 88199 66849 14121 7229 74734 58966 8359 7409 45822 36345 5585 3892 PROGRAM OPERATING EXPEN 676638 676638 GENERAL BUSINESS 228218 160992 23404 43822 TRAVEL AND STAFF DEVELO 199556 157399 27681 14476 EQUIPMENT 23032 15354 6802 876 12862652 10385365 1491175 986112 940476 614093 412541 1265673 3002076 2065401 7110 4776 71073 136749 492108 153902 141223 338206 54059 402334 4628558 4827232 603362 844363 5250 0 54080 421267 662692 1265630 X 2764866 2372102 1201000 1189500 3965866 3561602 4628558 4827232 -404264 0 X 0 1 X 1 0 X 6235351 8512736 10193956 10309597 11300283 46551923 6235351 8512736 10193956 10309597 11300283 46551923 3766870 42785053 2 4 4912 73760 20488 99166 99511 2444 620 102575 46753664 3846149 0.91510 0.89590 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2021 AMOUNT: $ 99,511. 2022 AMOUNT: $ 2,444. 2023 AMOUNT: $ 620. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 247902 153902 94000 244206 244206 338206 OPERATING LEASE RIGHT-OF-USE ASSETS 402334 402334 OPERATING LEASE LIABILITIES 421267 421267 X 12458388 0 12458388 0 12458388 12862652 0 12862652 0 12862652 PART X, LINE 2: MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR THE TAX YEARS ENDING JUNE 30, 2020 AND BEFORE. FOOD FOR THOUGHT 114539 114539 1804 10211 114539 114539 1804 10211 12015 -12015 1 SCHOLARSHIPS 86 419014 FAIR MARKET VALUE TUITION, BOOKS & MATERIALS PART I, LINE 2 THE COLLEGE CONNECT DIRECTOR CONVENES A SCHOLARSHIP SELECTION COMMITTEE THAT ASSESSES EACH SCHOLARSHIP APPLICATION TO DETERMINE WHICH STUDENTS NEED THE MOST FINANCIAL SUPPORT. IN SOME CASES, STUDENTS THAT WERE AWARDED SCHOLARSHIPS IN THEIR FIRST YEAR OF COLLEGE MAY NOT BE AWARDED A SCHOLARSHIP THE FOLLOWING YEAR DUE TO A CHANGE IN THEIR FINANCIAL AID PACKAGE. CHANGES IN FINANCIAL AID PACKAGES CAN BE DUE TO A STUDENT RECEIVING A SCHOLARSHIP, MORE OR LESS AID FROM THEIR COLLEGE OR UNIVERISITY. HAVING THE FLEXIBILITY TO AWARD STUDENTS WITH THE BIGGEST FINANCIAL NEEDS HELPS US MANAGE THE AMOUNT OF DEBT STUDENTS WILL BE RESPONSIBLE FOR AFTER COLLEGE GRADUATION. STUDENTS WITH THE HIGHEST FINANCIAL NEEDS HAVE THE HIGHEST PRIORITY TO RECEIVE SCHOLARSHIPS. THE COMMITTEE ALSO CONSIDERS PROGRAM PARTICIPATION AND CITIZENSHIP STATUS AS CRITICAL FACTORS IN RECIPIENT SELECTION. STUDENTS MUST DEMONSTRATE A COMMITMENT TO THE PROGRAM WHILE STILL IN HIGH SCHOOL IN ORDER TO BE SELECTED. COLLEGE CONNECT PARTICIPATION AND ATTENDANCE IS A STRONG INDICATOR OF THE STUDENT'S ABILITY TO MAINTAIN COMMUNICATION WHILE IN COLLEGE. A STUDENT WITH POOR COMMUNICATION AND LOW ATTENDANCE WILL LIKELY DEMONSTRATE THIS WHILE IN COLLEGE, AND IS AT RISK FOR LOW ACADEMIC PERFORMANCE AND DROPPING OUT. CITIZENSHIP IS ALSO A FACTOR BECAUSE OF THE LIMITED OPTIONS FOR FINANCIAL AID, EDUCATIONAL GRANTS, AND SCHOLARSHIPS FOR STUDENTS THAT ARE NOT CITIZENS. RECIPIENTS ARE THEN SELECTED BASED ON THEIR OUTSTANDING FINANCIAL NEED (AFTER OTHER FINANCIAL AID SOURCES ARE INCLUDED) AND PROGRAM INVOLVEMENT. X X 0 0 0 0 0 0 0 0 0 EDWARD KAUFMAN CHIEF EXECUTIVE OFFICER 191399 0 0 0 0 0 9250 0 14621 0 215270 0 0 0 NATALIE GUANDIQUE CHIEF PROGRAM OFFICER 174567 0 0 0 0 0 8150 0 7290 0 190007 0 0 0 TRINA RAMSEY CHIEF DEVELOPMENT OFFICER 156462 0 0 0 0 0 12359 0 12674 0 181495 0 0 0 FORM 990, PART I, LINE 1 CONTINUED THE ORGANIZATION HAS BEEN A LIFELINE FOR SAN FRANCISCO'S LATINO AND IMMIGRANT RESIDENTS FOR 51 YEARS. FULFILLING THEIR MISSION THROUGH A CONTINUOUS PIPELINE OF PROGRAMMING THAT STARTS IN KINDERGARTEN AND GOES PAST COLLEGE GRADUATION INTO CAREER, IT PROVIDED SERVICES TO 4,150 LOW-INCOME, YOUTH, AND FAMILIES DURING THE YEAR ENDED JUNE 30, 2024. HIGHER EDUCATION AS AN EXPECTATION AND GOAL FOR EVERY CHILD IS A THEME WOVEN THROUGHOUT ALL OF THE ORGANIZATION'S PROGRAMS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND THE FINANCE DIRECTOR BEFORE IT IS REVIEWED BY THE FINANCE COMMITTEE FOR ADOPTION OF THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS AND DIRECTORS SIGN A FORM EACH YEAR ACKNOWLEDGING THEY ARE AWARE OF THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND ARE REQUIRED TO INFORM THE ORGANIZATION IF A SITUATION ARISES IN WHICH THEY HAVE A CONFLICT. THE EXECUTIVE DIRECTOR PROVIDES A REPORT TO THE BOARD WHENEVER AN OCCASION PRESENTS A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE PERSONNEL COMMITTEE CONSISTING OF THE BOARD EVALUATES THE EXECUTIVE DIRECTOR'S PERFORMANCE. THE COMMITTEE DETERMINES SALARY BASED ON PERFORMANCE, COMPARATIVE DATA FROM A SALARY SURVEY COVERING THE GREATER SAN FRANCISCO BAY AREA, INCLUDING DATA AVAILABLE FROM OTHER NONPROFIT ORGANIZATIONS OPERATING IN CALIFORNIA. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS ARE IN A FILING CABINET AND AVAILABLE FOR READING AT THE MISSION GRADUATES OFFICE.