2024-05-14T11:27:10-05:00 2023-06-30 943108253 NOVOGRADAC & COMPANY LLP 2033 NORTH MAIN STREET SUITE 400 WALNUT CREEK CA 94596 990 2022-07-01 237335361 ACHIEVEMENT REWARDS FOR COLLEGE SCIENTISTS FOUNDATION INC NO CA CHAP ACHI 4155616538 PO BOX 29405 SAN FRANCISCO CA 94129 NANCY BUSH VICE PRESIDENT OF FINANCE 4155616538 2024-05-14 1 NANCY BUSH 999009999 0 ERIC BARNETT P01433887 9259494300 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z NANCY BUSH PO BOX 29405 SAN FRANCISCO CA 94129 1592046 0 X NORTHERN-CALIFORNIA.ARCSFOUNDATION.ORG X 1973 CA SCIENCE RELATED SCHOLARSHIPS 19 19 2 154 0 0 948323 1027305 0 0 291314 206042 331895 240991 1571532 1474338 1085000 1150000 0 0 129638 195397 0 0 145893 132828 176965 1347466 1522362 224066 -48024 8648818 9096183 0 7036 8648818 9089147 TO PROVIDE SCHOLARSHIPS TO ACADEMICALLY OUTSTANDING UNITED STATES CITIZENS STUDYING TO COMPLETE THEIR DEGREES IN SCIENCE, MEDICINE AND ENGINEERING, THEREBY CONTRIBUTING TO THE WORLDWIDE ADVANCEMENT OF SCIENCE AND TECHNOLOGY. 0 0 1154985 1150000 5951 GRANTS TO FUND SCIENCE SCHOLARSHIPS FOR STUDENTS OF HIGH ACHIEVEMENT AT NORTHERN CALIFORNIA UNIVERSITIES 1154985 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 9 0 2 1 0 0 0 0 0 1 1 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X THE ORGANIZATION 4155616537 PO BOX 29405 SAN FRANCISCO CA 94129 X CHRISTINE SIMPSON BRENT CO-PRESIDENT 4.00 0.00 X X 0 0 0 DEBORAH MANN CO-PRESIDENT, CO-VP, DEVELOPMENT 4.00 0.00 X X 0 0 0 LESLIE VAN HOUTEN CO-PRESIDENT 4.00 0.00 X X 0 0 0 KATY HOPE IMMEDIATE PAST PRESIDENT 4.00 0.00 X X 0 0 0 ELLIE BINGHAM IMMEDIATE PAST PRESIDENT 4.00 0.00 X X 0 0 0 NANCY BUSH CO-FIRST VP, CO-VP, COMMUNICATION 4.00 0.00 X 0 0 0 DIANA MOORE CO-FIRST VP , CO-VIP, MEMBERSHIP 4.00 0.00 X 0 0 0 ANDREA TILLER CO-VP, FINANCE 4.00 0.00 X 0 0 0 FRANCIE OSTHIMER CO-SECRETARY 4.00 0.00 X 0 0 0 GLENNIE EISELE CO-SECRETARY 4.00 0.00 X 0 0 0 LIBBY TYREE TAYLOR CO-VP, DEVELOPMENT 4.00 0.00 X 0 0 0 HEIDI HUCHBERGER CO-VP, UNIVERSITY RELATIONS 4.00 0.00 X 0 0 0 JUDY WEBSTER CO-VP, UNIVERSITY RELATIONS 4.00 0.00 X 0 0 0 BARBEE CALLANDER CO-VP, MEMBERSHIP 4.00 0.00 X 0 0 0 SUSAN ACQUISTAPACE VP, SCHOLAR RELATIONS 4.00 0.00 X 0 0 0 NANCY MUELLER CP-VP, SCIENCE ACTIVITIES 4.00 0.00 X 0 0 0 MERRILL RANDOL CO-VP, SCIENCE ACTIVITIES 4.00 0.00 X 0 0 0 MARY ANN PEOPLES CO-VP, COMMUNICATION 4.00 0.00 X 0 0 0 JANE GARDNER ADVISOR-AT-LARGE 4.00 0.00 X 0 0 0 CAROL SCHIMKE DEVELOPMENT DIRECTOR 40.00 0.00 X 115000 0 0 115000 0 0 1 0 0 0 0 55233 972072 1027305 206042 206042 352748 117708 235040 235040 FIELD TRIPS 900099 5573 5573 MISCELLANEOUS 900099 378 378 5951 1474338 5951 0 441082 1150000 1150000 195397 55396 140001 200 200 35895 35895 47517 47517 23163 23163 15429 15429 2558 2558 MEMBER EVENTS 25661 25661 MISCELLANEOUS EXPENSE 21557 15665 5892 MEMBER COMMUNICATION/ O 4985 4985 1522362 1154985 221484 145893 101769 50302 95685 0 45525 26030 26030 0 0 4584028 5008026 3866821 3992330 515 0 8648818 9096183 7036 0 7036 X 4781997 5096817 3866821 3992330 8648818 9089147 8648818 9096183 -48024 488353 0 X 1 X 0 0 0 X 1064126 809532 1211289 948323 1027305 5060575 1064126 809532 1211289 948323 1027305 5060575 724600 4335975 187806 166664 169687 291314 206042 1021513 277638 243024 210693 681836 358699 1771890 7853978 0.55210 0.54180 X PART II LINE 10 OTHER INCOME INCLUDES $352,748 GROSS INCOME FROM FUNDRAISING EVENTS, $5,573 FIELD TRIPS REVENUE, AND $378 MISCELLANEOUS REVENUE. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 8450849 862895 642741 797625 158504 9000356 9474793 1010 -1024954 8450849 7483443 372231 1846619 227500 9474793 7356403 27119 364921 265000 7483443 6721063 180314 605026 150000 7356403 0.56075 0.43925 0 0 905 905 0 23321 23321 0 1804 1804 0 0 CIBC PRIVATE WEALTH MANAGEMENT 3992330 F 3992330 X 2032882 488353 488353 1544529 47517 -117708 -70191 1474338 1592553 117708 117708 1474845 47517 47517 1522362 PART V, LINE 4: TO PRODUCE INCOME TO SUPPLEMENT CURRENT FUNDRAISING FOR THE ORGANIZATION'S ANNUAL SCHOLAR AWARDS. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. IT HAS ALSO BEEN DETERMINED BY THE IRS THAT THE ORGANIZATION IS NOT A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. THE PREPARATION OF FINANCIAL STATEMENTS IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRES THE ORGANIZATION TO REPORT INFORMATION REGARDING ITS EXPOSURE TO VARIOUS TAX POSITIONS TAKEN BY THE ORGANIZATION. THE ORGANIZATION HAS DETERMINED WHETHER ANY TAX POSITIONS HAVE MET THE RECOGNITION THRESHOLD AND HAS MEASURED THE ORGANIZATION'S EXPOSURE TO THOSE TAX POSITIONS. MANAGEMENT BELIEVES THAT THE ORGANIZATION HAS ADEQUATELY ADDRESSED ALL RELEVANT TAX POSITIONS AND THAT THERE ARE NO UNRECORDED TAX LIABILITIES. FEDERAL AND STATE TAX AUTHORITIES GENERALLY HAVE THE RIGHT TO EXAMINE AND AUDIT THE PREVIOUS THREE YEARS OF TAX RETURNS FILED. ANY INTEREST OR PENALTIES ASSESSED TO THE ORGANIZATION ARE RECORDED IN OPERATING EXPENSES. NO INTEREST OR PENALTIES FROM FEDERAL OR STATE TAX AUTHORITIES WERE RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES SCHOLAR AWARDS LUNCHEON 352748 352748 122520 SCHOLARS SYMPOSIUM 352748 352748 122520 122520 230228 1 SAN FRANCISCO STATE UNIVERSITY 1600 HOLLOWAY AVENUE SAN FRANCISCO CA 94132 135000 0 SCIENCE RELATED SCHOLARSHIPS STANFORD UNIVERSITY 450 SERRA MALL PALO ALTO CA 94305 165000 0 SCIENCE RELATED SCHOLARSHIPS UNIVERSITY OF CALIFORNIA - DAVIS PETER J SHIELDS AVE DAVIS CA 95616 210000 0 SCIENCE RELATED SCHOLARSHIPS UNIVERSITY OF CALIFORNIA - BERKELEY 120 SPROUL HALL BERKELEY CA 94701 195000 0 SCIENCE RELATED SCHOLARSHIPS UNIVERSITY OF CALIFORNIA - SANTA CRUZ 1156 HIGH STREET SANTA CRUZ CA 95064 175000 0 SCIENCE RELATED SCHOLARSHIPS UNIVERSITY OF CALIFORNIA - SAN FRANCISCO 500 PARNASSUS SAN FRANCISCO CA 94143 215000 0 SCIENCE RELATED SCHOLARSHIPS UNIVERSITY OF CALIFORNIA - MERCED 5200 LAKE ROAD MERCED CA 95343 55000 0 SCIENCE RELATED SCHOLARSHIPS 7 0 PART I, LINE 2: THE ORGANIZATION USES GRANT FUNDS TO HELP FUND SCIENCE SCHOLARSHIPS FOR STUDENTS OF HIGH ACHIEVEMENT AT NORTHERN CALIFORNIA UNIVERSITIES. FORM 990, PART VI, SECTION B, LINE 11B ORGANIZATION VERIFIES AMOUNTS RECORDED ON FORM 990 BY COMPARING AMOUNTS RECORDED IN THE GENERAL LEDGER. ANY DISCREPANCIES ARE NOTED AND REPORTED TO TAX PREPARER. FORM 990, PART VI, SECTION B, LINE 12C AS A GENERAL RULE, THE CHAPTER DOES NOT DO BUSINESS WITH MEMBERS OR THEIR FAMILY MEMBERS. HOWEVER, IF A DIRECTOR OR OFFICER HAS A FINANCIAL OR PERSONAL INTEREST IN ANY MATTER COMING BEFORE THE BOARD OF DIRECTORS, THE BOARD SHALL ENSURE THAT: 1. THE INTEREST OF SUCH OFFICER OR DIRECTOR IS FULLY DISCLOSED TO THE BOARD OF DIRECTORS AND THE DISCLOSURE, ABSTENTION FROM VOTE AND RATIONALE FOR APPROPRIATE ACTION SHALL BE DULY REPORTED IN THE MINUTES OF THE MEETING. 2. NO INTERESTED OFFICER OR DIRECTOR MAY VOTE OR LOBBY ON THE MATTER OR BE COUNTED IN DETERMINING THE EXISTENCE OF A QUORUM AT THE MEETING OF THE BOARD OF DIRECTORS AT WHICH SUCH MATTER IS VOTED UPON. 3. ANY TRANSACTION IN WHICH A DIRECTOR OR OFFICER HAS A FINANCIAL OR PERSONAL INTEREST SHALL BE DULY APPROVED BY MEMBERS OF THE BOARD OF DIRECTORS NOT SO INTERESTED OR CONNECTED AS BEING IN THE BEST INTERESTS OF THE ORGANIZATION. 4. PAYMENTS TO THE INTERESTED OFFICER OR DIRECTOR SHALL BE REASONABLE AND SHALL NOT EXCEED FAIR MARKET VALUE. 5. AT THE INITIAL CONVENING OF THE BOARD OF DIRECTORS FOLLOWING THE ANNUAL MEETING, EACH DIRECTOR SHALL DISCLOSE ANY KNOWN EXISTING FINANCIAL TRANSACTIONS SHE OR HER FAMILY MEMBERS HAVE WITH THE CHAPTER. FORM 990, PART VI, SECTION C, LINE 19 FINACIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC AT THE ANNUAL FUNDRAISING EVENT.