2026-04-30T13:28:26-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 901 VIA PIEMONTE SUITE 300 ONTARIO CA 91764 990 2024-07-01 205010766 KIPP BAY AREA SCHOOLS KIPP 5104655477 1 KAISER PLAZA 550 OAKLAND CA 94612 MAHREEZ BERLOUI CONTROLLER 5104655477 2026-04-23 1 1 WADE MCMULLEN P00541671 9099857286 2026-04-23 2024 2025-03-06 01:10:19Z X KIPP PUBLIC SCHOOLS INC BETH SUTKUS-THOMPSON 1 KAISER PLAZA 550 OAKLAND CA 94612 200116863 0 X WWW.KIPPNORCAL.ORG X 2006 CA KIPP BAY AREA SCOOLS PREPARES STUDENTS WITH SKILLS AND CONFIDENCE FOR THIER FUTURE. 20 20 1310 121 0 0 151942962 163171168 0 0 4212324 4678647 701227 912779 156856513 168762594 9982 12974 0 0 100008267 107089547 0 0 1528906 48083165 54881156 148101414 161983677 8755099 6778917 304784274 311367168 118261230 115560873 186523044 195806295 X TOGETHER WITH FAMILIES AND COMMUNITIES, WE CREATE JOYFUL, ACADEMICALLY EXCELLENT SCHOOLS THAT PREPARE STUDENTS WITH THE SKILLS AND CONFIDENCE TO PURSUE THE PATHS THEY CHOOSE COLLEGE, CAREER, AND BEYOND SO THEY CAN LEAD FULFILLING LIVES AND BUILD A MORE JUST WORLD. WE ARE BUILDING A GROWING TK-12 NETWORK OF INCLUSIVE, COMMUNITY-FOCUSED, COLLEGE-PREPARATORY SCHOOLS THAT EMPOWER STUDENTS AND PARENTS; SUPPORTING STUDENTS THROUGH COLLEGE AND TO CAREER; AND DEVELOPING HIGHLY EFFECTIVE TEACHERS AND LEADERS -- KIPP BAY AREA SCHOOLS WILL DISRUPT RACIAL AND SOCIO-ECONOMIC INEQUITIES IN EDUCATIONAL ACCESS AND OUTCOMES, AND ACHIEVE A CATALYTIC IMPACT ON THE BROADER PUBLIC EDUCATION SYSTEM. 0 0 124997442 12974 686333 KIPP BAY AREA SCHOOLS SUPPORTS THE GROWTH, QUALITY, AND SUSTAINABILITY OF KIPP SCHOOLS IN NORTHERN CALIFORNIA. PART OF THIS EFFORT INVOLVES FUNDRAISING TO SUPPORT THE EDUCATIONAL ACTIVITIES AT EACH OF OUR SCHOOLS. KIPP BAY AREA SCHOOLS HAS 17 SCHOOLS IN 6 CITIES AND CURRENTLY SERVES APPROXIMATELY 5,900 STUDENTS FOR 176-179 INSTRUCTIONAL DAYS. 124997442 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 98 0 1 1310 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X MAHREEZ BERLOUI 5104655477 1 KAISER PLAZA SUITE 550 OAKLAND CA 94612 ABE FRIEDMAN BOARD CHAIR 2.00 0.00 X X 0 0 0 JENNY RISK VICE CHAIR 2.00 0.00 X X 0 0 0 MICHAEL COHEN DIRECTOR 2.00 0.00 X 0 0 0 CARETHA COLEMAN DIRECTOR 2.00 0.00 X 0 0 0 D'LONRA ELLIS DIRECTOR 2.00 0.00 X 0 0 0 LAURA FISHER DIRECTOR 2.00 0.00 X 0 0 0 JESSICA GARCIA-KOHL DIRECTOR 2.00 0.00 X 0 0 0 HEATHER GARDLEY DIRECTOR 2.00 0.00 X 0 0 0 GUSTAVO GONZALES DIRECTOR 2.00 0.00 X 0 0 0 RON GONZALES DIRECTOR 2.00 0.00 X 0 0 0 BLAKE GROSSMAN DIRECTOR 2.00 0.00 X 0 0 0 BOB GUTIERREZ DIRECTOR 2.00 0.00 X 0 0 0 AUBREY MERRIMAN DIRECTOR 2.00 0.00 X 0 0 0 KARLA MONDRAGON DIRECTOR 2.00 0.00 X 0 0 0 EMILY RUMMO DIRECTOR 2.00 0.00 X 0 0 0 OCTAVIO SANDOVAL DIRECTOR 2.00 0.00 X 0 0 0 ARRYONNA SANTOS DIRECTOR 2.00 0.00 X 0 0 0 SOHI SOHN DIRECTOR 2.00 0.00 X 0 0 0 DAVID STINFIL DIRECTOR 2.00 0.00 X 0 0 0 SANDRA THOMPSON DIRECTOR 2.00 0.00 X 0 0 0 ELIZABETH THOMPSON CHIEF EXECUTIVE OFFICER 40.00 0.00 X 331929 0 22125 CORY VASTOLA CHIEF FINANCIAL OFFICER 40.00 0.00 X 232608 0 23000 FRANK WU MG. DIR. OF FINANCE & ACCOUNTING 40.00 0.00 X 136978 0 23000 JENNY TAN CHIEF OF SCHOOLS 40.00 0.00 X 247692 0 23000 JORGE MIRANDA CHIEF OF SCHOOLS 40.00 0.00 X 222952 0 22295 HILARY HARMSSEN CHIEF OF GROWTH 40.00 0.00 X 220527 0 16527 SAVINA WOODYARD CHIEF EQUITY & STRATEGY OFFICER 40.00 0.00 X 171790 0 0 AUTUMN ZANGRILLI DEPUTY CHIEF OF SCHOOLS 40.00 0.00 X 140289 0 26780 AMANDA GONZALEZ MANAGING DIRECTOR OF DATA & TECH 40.00 0.00 X 169419 0 21799 ADAM KAYE DIRECTOR OF REAL ESTATE 40.00 0.00 X 162934 0 29993 LARA KNIGHT WHEATLEY MANAGING DIRECTOR OF SCHOOLS 40.00 0.00 X 158933 0 26585 LESLIE BILLIE CHIEF OPERATING OFFICER 40.00 0.00 X 167663 0 18749 2363714 0 253853 239 0 1 0 ADRIANA SAN MILLAN 305 VINEYARD TOWN CTR 273 MORGAN HILL CA 95037 SCHOOL PSYCHOLOGY SERVICES 713696 MAGAT 3273 FAITH COURT SAN JOSE CA 95127 JANITORIAL SERVICES 416273 JENNIE DOUGHERTY 65-1170 SPENCER RD KAMUELA HI 96743 ACADEMIC SERVICES 163800 ESTHER B CLARK 2280 KENWOOD AVE SAN JOSE CA 95128 MENTAL HEALTH PROVIDER 154842 SWAN CLEANING SOLUTIONS 2589 EMMETT WAY E PALO ALTO CA 94303 JANITORIAL SERVICES 152729 8 2925613 130233037 30012518 163171168 4610514 4610514 31422402 31354269 68133 68133 68133 OTHER REVENUE 900099 386675 160229 226446 OTHER STUDENT CHARGES 900099 356414 356414 MEAL REVENUE 900099 169690 169690 912779 168762594 686333 0 4905093 12974 12974 1658468 1406832 251636 83865282 65323351 17688822 853109 3361726 2308999 1052727 11676520 7896589 3779931 6527551 6315037 212514 1172689 1172689 1600792 1600792 279103 127880 151223 11892241 6065539 5561906 264796 1576882 788977 777878 10027 2026519 1806998 219521 3371011 2827018 504897 39096 16025609 15281458 744151 827683 615831 211852 1151922 810026 338420 3476 59435 59435 1983551 1964271 19280 872158 854560 17598 INSTRUCTIONAL MATERIALS 8442747 8256316 186431 OTHER 1881590 252231 1395413 233946 TEACHER RESIDENCY 930403 287390 550688 92325 KIPP LICENSE FEES 463024 463024 323797 100017 191649 32131 161983677 124997442 35457329 1528906 -639945 4757710 53270973 48732964 7931854 13526022 52810066 60703525 1984243 2884173 30870820 9367969 20331416 21502851 72160746 66715713 96934921 92544210 304784274 311367168 11957409 14036582 5164226 3565805 3234288 3091730 97905307 94866756 118261230 115560873 X 171899473 175822593 14623571 19983702 186523044 195806295 304784274 311367168 6778917 2504334 0 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5945225 983754 454298 6474681 5399520 758084 212379 5945225 5000000 599520 200000 5399520 5000000 5000000 0.00000 0.00000 1.00000 0 0 26276351 8520050 17756301 355005 282866 72139 1569117 565053 1004064 2670347 2670347 21502851 SECURITY DEPOSIT 90515 RIGHT-OF-USE ASSETS 92453695 92544210 DUE TO KBARE 2173919 LEASE LIABILITY 92692837 94866756 X 171777823 2504334 510895 3015229 168762594 0 168762594 162494572 510895 510895 161983677 0 161983677 PART V, LINE 4: TO PROVIDE FUNDS FOR THE CURRENT AND FUTURE SUPPORT OF KIPP FORWARD, BASED ON A DONOR-RESTRICTED CONTRIBUTION. THE OBJECTIVE OF THE FINANCIAL GOAL IS TO PRESERVE AND ENHANCE THE ENDOWMENT FUND'S INFLATION-ADJUSTING PURCHASE POWER, AND WITHDRAWAL NO MORE THAN 4% OF THE VALUE OF THE ENDOWMENT FUND WITHOUT WITHDRAWING FROM THE CORPUS. PART X, LINE 2: KIPP BAY AREA SCHOOLS DBA: KIPP: PUBLIC SCHOOLS NORTHERN CALIFORNIA AND KBARE ARE NONPROFIT ENTITIES EXEMPT FROM THE PAYMENT OF INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR INCOME TAXES. MANAGEMENT HAS DETERMINED THAT ALL INCOME TAX POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED UPON POTENTIAL AUDIT OR EXAMINATION; THEREFORE, NO DISCLOSURES OF UNCERTAIN INCOME TAX POSITIONS ARE REQUIRED. KIPP BAY AREA SCHOOLS DBA: KIPP: PUBLIC SCHOOLS NORTHERN CALIFORNIA AND KBARE FILE INFORMATIONAL RETURNS AND ANY APPLICABLE UNRELATED BUSINESS INCOME TAX RETURN IN THE U.S. FEDERAL JURISDICTION, AND THE STATE OF CALIFORNIA. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 KIPP BAY AREA SCHOOLS POSTS ITS NON DISCRIMINATION POLICIES ON ITS WEBSITE VIEWABLE BY THE GENERAL PUBLIC. SCHEDULE E, PART I, LINE 6 AS A PUBLIC CHARTER SCHOOL, KIPP BAY AREA SCHOOLS RECEIVE A PER ADA FEE FROM THE CALIFORNIA DEPARTMENT OF EDUCATION FOR EVERY PUPIL ATTENDING THE SCHOOL. ADDITIONALLY, KIPP BAY AREA SCHOOLS ARE ELIGIBLE FOR LOCAL, STATE, AND FEDERAL PROGRAMS, AND CALIFORNIA LOTTERY FUNDS. 1 SCHOLARSHIPS 16 12974 0 N/A COLLEGE AND HIGH SCHOOL SCHOLARSHIPS PART I, LINE 2: PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS KIPP BAY AREA SCHOOLS PROVIDED COLLEGE SCHOLARSHIPS. TO MONITOR THE COLLEGE SCHOLARSHIPS, THE SCHOLARSHIP RECIPIENTS HAD TO REAPPLY FOR FUNDING EVERY YEAR. THE APPLICATION INCLUDED THE RECIPIENT'S COLLEGE TRANSCRIPT (TO ENSURE THAT THE STUDENT WAS MEETING THE MINIMUM ACADEMIC ELIGIBILITY FOR THE SCHOLARSHIP) AND THE RECIPIENT'S FINANCIAL AID AWARD (TO ENSURE THAT THERE WAS A FINANCIAL NEED). THESE STUDENTS ALSO HAD TWO ANNUAL COLLEGE PERSISTENCE AUDITS WITH THEIR KTC ALUMNI ADVISORS. X X X X 0 0 0 0 0 0 0 0 0 ELIZABETH THOMPSON CHIEF EXECUTIVE OFFICER 331509 0 0 0 420 0 17872 0 4253 0 354054 0 0 0 JENNY TAN CHIEF OF SCHOOLS 247452 0 0 0 240 0 23000 0 0 0 270692 0 0 0 CORY VASTOLA CHIEF FINANCIAL OFFICER 232143 0 0 0 465 0 23000 0 0 0 255608 0 0 0 JORGE MIRANDA CHIEF OF SCHOOLS 222952 0 0 0 0 0 16358 0 5937 0 245247 0 0 0 HILARY HARMSSEN CHIEF OF GROWTH 220527 0 0 0 0 0 8610 0 7917 0 237054 0 0 0 ADAM KAYE DIRECTOR OF REAL ESTATE 162934 0 0 0 0 0 29961 0 32 0 192927 0 0 0 AMANDA GONZALEZ MANAGING DIRECTOR OF DATA & TECH 169419 0 0 0 0 0 21799 0 0 0 191218 0 0 0 LESLIE BILLIE CHIEF OPERATING OFFICER 167423 0 0 0 240 0 10832 0 7917 0 186412 0 0 0 LARA KNIGHT WHEATLEY MANAGING DIRECTOR OF SCHOOLS 158933 0 0 0 0 0 18668 0 7917 0 185518 0 0 0 SAVINA WOODYARD CHIEF EQUITY & STRATEGY OFFICER 171790 0 0 0 0 0 0 0 0 0 171790 0 0 0 AUTUMN ZANGRILLI DEPUTY CHIEF OF SCHOOLS 140289 0 0 0 0 0 22527 0 4253 0 167069 0 0 0 FRANK WU MG. DIR. OF FINANCE & ACCOUNTING 136978 0 0 0 0 0 23000 0 0 0 159978 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE GOVERNING BODY HAS DEDICATED A BROAD AUTHORITY TO AN EXECUTIVE COMMITTEE, AUDIT & RISK MANAGEMENT COMMITTEE, FINANCE & INVESTMENT COMMITTEE, GOVERNANCE COMMITTEE, AND GRIEVANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S OUTSIDE PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE THE DRAFT OF THE RETURN IS AVAILABLE, IT IS REVIEWED BY MANAGEMENT WITH ANY CHANGES OR REVISIONS INCORPORATED INTO THE FILING. THE REVISED RETURNED IS THEN SUBMITTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL PRIOR TO SUBMITTING TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C MONITORING IS PERFORMED REGULARLY BY THE OFFICERS TO IDENTIFY POTENTIAL CONFLICTS OF INTEREST. AN INTERESTED PERSON IS ANY DIRECTOR, PRINCIPAL OFFICER, OR MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS, WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST. A FINANCIAL INTEREST IS WHEN A PERSON HAS A STAKE, EITHER DIRECTLY OR INDIRECTLY, IN ANY ENTITY THAT THE CORPORATION IS INVOLVED WITH, THROUGH OWNERSHIP, INVESTMENT, OR COMPENSATION ARRANGEMENTS. THIS INCLUDES SUBSTANTIAL GIFTS OR FAVORS. ANY QUESTION OF A CONFLICT IS ADDRESSED WITH THE INTERESTED PERSON, WHO IS REQUIRED TO DISCLOSE THE EXISTENCE OF ANY FINANCIAL INTEREST AND BE AFFORDED THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD AND EXECUTIVE DIRECTOR. IF A CONFLICT OF INTEREST IS IDENTIFIED, THE APPROPRIATE ACTION IS TAKEN, INCLUDING LIMITATIONS TO THE INDIVIDUAL'S INFLUENCE ON RELATED BUSINESS MATTERS. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR'S COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD BASED ON DATA FROM A 360 SURVEY, THE DEGREE TO WHICH THE ORGANIZATION'S ANNUAL STRATEGY WAS SUCCESSFULLY FULFILLED, AND THE BOARD'S ASSESSMENT OF THE EXECUTIVE DIRECTOR'S PERFORMANCE. THE EXECUTIVE COMMITTEE ALSO TAKES INTO ACCOUNT THE MARKET FOR EXECUTIVE DIRECTOR COMPENSATION ACROSS KIPP AND IN SIMILAR ORGANIZATIONS. THE EXECUTIVE DIRECTOR DETERMINES THE COMPENSATION OF TOP REPORTS, USING THE SAME PROCESS THAT THE EXECUTIVE COMMITTEE USES TO SET THE EXECUTIVE DIRECTOR'S COMPENSATION. COMPENSATION OF THE OTHER ORGANIZATION'S OFFICERS AND KEY EMPLOYEES IS SIMILAR. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE READILY AVAILABLE TO THE PUBLIC UPON REQUEST AT THE REGIONAL SUPPORT OFFICE OF KIPP BAY AREA SCHOOLS. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. KBARE 1000 BROADWAY SUITE 460 OAKLAND CA 94607 320495553 FACILITIES CA 501(C)(3) LINE 12A, I KBAS 1 KIPP FOUNDATION 135 MAIN STREET SUITE 1875 SAN FRANCISCO CA 94105 943362724 LICENSE FEES CA 501(C)(3) LINE 7 N/A 0 0 0 1 0 0 0 0 0 0 0 1 0 1 1 1 0 0 0 0 KBARE K 6383944 AMOUNT CHARGED