THREE VALLEYS COMMUNITY FOUNDATION: Form 990, tax year 2022
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- Organization
- THREE VALLEYS COMMUNITY FOUNDATION (EIN 87-1782380)
- Tax period
- 2022-04-01 to 2023-03-31
- Filed
- 2024-02-06
- IRS object ID
- 202420379349301247
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-06T16:01:10-06:00 | ReturnTs |
| Tax Period End | 2023-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 571157523 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | APRIO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 POST STREET SUITE 200 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 871782380 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THREE VALLEYS COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THRE | BusinessNameControlTxt |
| Phone | 9254374002 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5960 INGLEWOOD DRIVE SUITE 201 | AddressLine1Txt |
| City | PLEASANTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94588 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICK O'BRIEN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9256001966 | PhoneNum |
| Signature | 2024-02-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PATRICK | PersonFirstNm |
| Person Last | OBRIEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EDWARD FAHEY | PreparerPersonNm |
| PTIN | P00194561 | PTIN |
| Phone | 4157774488 | PhoneNum |
| Preparation | 2024-02-06 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PATRICK O'BRIEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5960 INGLEWOOD DRIVE SUITE 201 | AddressLine1Txt |
| City | PLEASANTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94588 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,854,928 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTPS://3VCF.ORG/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2021 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THREE VALLEYS COMMUNITY FOUNDATION'S MISSION IS TO STRENGTHEN THE TRI VALLEY REGION THROUGH INCLUSIVE LEADERSHIP, THOUGHTFUL FUNDING, INFORMED GIVING, AND COLLABORATIVE ACTION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Total Volunteers | 9 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $313,542 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,809,283 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $377 | PYInvestmentIncomeAmt |
| CY Investment Income | $18,736 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$1,617 | PYOtherRevenueAmt |
| CY Other Revenue | $26,909 | CYOtherRevenueAmt |
| PY Total Revenue | $312,302 | PYTotalRevenueAmt |
| CY Total Revenue | $1,854,928 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $80,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $265,394 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $10,100 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $95,417 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $33,395 | PYOtherExpensesAmt |
| CY Other Expenses | $166,645 | CYOtherExpensesAmt |
| PY Total Expenses | $123,495 | PYTotalExpensesAmt |
| CY Total Expenses | $527,456 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $188,807 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,327,472 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $186,804 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,521,793 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $186,804 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,521,793 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THREE VALLEYS COMMUNITY FOUNDATION'S MISSION IS TO STRENGTHEN THE TRI VALLEY REGION THROUGH INCLUSIVE LEADERSHIP, THOUGHTFUL FUNDING, INFORMED GIVING, AND COLLABORATIVE ACTION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $265,394 | ExpenseAmt |
| Grant | $265,394 | GrantAmt |
| Desc | 3VCF PROVIDES DIRECT SUPPORT TO COMMUNITY ORGANIZATIONS. THREE VALLEY COMMUNITY FOUNDATION CONTINUED TO PROVIDE STRONG DONOR ENGAGEMENT, NONPROFIT CONNECTIONS AND COMMUNITY GRANTMAKING OPPORTUNITIES IN THE 2022/2023 TIMEFRAME. EXAMPLES INCLUDE: ONGOING FISCAL SUPPORT FOR THE WE ARE PLEASANTON COMMUNITY GROUP. 3VCF WORKED CLOSELY WITH THIS GRASSROOTS ORGANIZATION TO HELP SECURE MORE THAN $225,000 IN LOCAL DONATIONS FOR CAPITAL IMPROVEMENTS AT FOOTHILL HIGH SCHOOL IN PLEASANTON. ONGOING FISCAL SUPPORT FOR THE DANVILLE YOUTH MENTAL HEALTH OUTREACH INITIATIVE, LAUNCHED IN FALL 2022 TO SUPPORT ORGANIZATIONS ADDRESSING YOUTH MENTAL HEALTH ISSUES. ONGOING FISCAL SUPPORT FOR STORIES FROM PLEASANTON'S PAST: POWERING THE FUTURE, LAUNCHED BY LOCAL COMMUNITY LEADERS TO SUPPORT THE AMADOR VALLEY HIGH SCHOOL JOURNALISM PROGRAM. IN RESPONSE TO THE UNPRECEDENTED LOCAL FLOODS IN THE GREATER SUNOL AREA, 3VCF LAUNCHED AN EMERGENCY FUND - THE SUNOL RELIEF AND RECOVERY FUND, RAISING MORE THAN $25,000 IN DONATIONS AND GRANTS TO ASSIST LOCAL REBUILDING EFFORTS. 3VCF CONTINUED MANAGEMENT OF THE PLEASANTON WEEKLY HOLIDAY FUND, RAISING MORE THAN $83,000 FOR TEN LOCAL NONPROFIT ORGANIZATION. AS PART OF 3VCF'S COMMITMENT TO THE COMMUNITY, DIRECT FUND EXPENSES FOR EACH OF THESE CAMPAIGNS WAS ABSORBED BY THE ORGANIZATION SO THAT 100 PERCENT OF ALL INDIVIDUAL DONATIONS COULD GO DIRECTLY TO THE CAUSE. IN ADDITION, 77 UNIQUE DONORS, CORPORATIONS AND GOVERNMENT ENTITIES CONTRIBUTED TO 3VCF'S UNRESTRICTED 'FOUNDING CHAMPION' FUND TO PROVIDE ADDITIONAL SUPPORT FOR ADMINISTRATIVE AND ORGANIZATIONAL EXPENSES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $54,774 | ExpenseAmt |
| Desc | IN ADDITION TO THE COMMUNITY GRANTMAKING IDENTIFIED ABOVE, 3VCF PARTNERS ON SEVERAL PRIVATE DONOR ADVISED FUNDS (DAFS) THESE INDIVIDUAL FUNDS PROVIDE DONORS WITH THE ABILITY TO SUPPORT LOCAL INTERESTS AND QUALIFIED NON-PROFIT ORGANIZATIONS. 3VCF PROVIDES THE DUE-DILIGENCE OVERSITE REQUIRED WITH THE FUND DISTRIBUTIONS, EVEN INCUBATION SERVICES TO TECHNOLOGY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $320,168 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COMMUNITY FOUNDATION OF SAN JOAQUIN | PersonNm |
| Phone | 2099432375 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6731 HERNDON PL | AddressLine1Txt |
| City | STOCKTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95219 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JOHN SENSIBA | ||||||
| BOARD CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SUSAN M HOUGHTON | ||||||
| DIRECTOR/ SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PATRICK O'BRIEN | ||||||
| TREASURER/ CFO | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KENNETH G COOPER | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JIEXING MARGARET LIANG | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| CHRISTINE WENTE | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| STEVE MCCOY-THOMPSON | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| DR KELLY BOWERS | ||||||
| CHIEF EXECUTIVE OFFICER | 30.00 | Yes (X) | Yes (X) | $26,563 | $0 | $0 |
| COLLEEN GREGERSON | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JUDY LLOYD | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| NELSON FIALHO | ||||||
| INTERIM CHIEF EXECUTIVE OFFICER | 20.00 | Yes (X) | $31,600 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $58,163 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $150,000 | GovernmentGrantsAmt |
| All Other Contributions | $1,659,283 | AllOtherContributionsAmt |
| Total Contributions | $1,809,283 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,736 | TotalRevenueColumnAmt |
| Exclusion | $18,736 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| GAIN ON POOLED INVESTM | 900001 | $19,540 | $19,540 |
| OTHER INCOME | 900001 | $7,369 | $7,369 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $26,909 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,854,928 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $45,645 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $265,394 | TotalAmt |
| Program Services | $265,394 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,330 | TotalAmt |
| Management And General | $81,330 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,087 | TotalAmt |
| Management And General | $14,087 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,603 | TotalAmt |
| Management And General | $30,603 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,231 | TotalAmt |
| Management And General | $29,231 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,630 | TotalAmt |
| Management And General | $41,630 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,325 | TotalAmt |
| Management And General | $1,325 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,156 | TotalAmt |
| Management And General | $2,156 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,153 | TotalAmt |
| Management And General | $2,153 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FISCAL SPONSORSHIP COST | $54,774 | $54,774 | |
| CREDIT CARD FEES | $4,049 | $4,049 | |
| BANK FEES | $616 | $616 | |
| TAXES AND LICENSES | $108 | $108 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $527,456 | TotalAmt |
| Program Services | $320,168 | ProgramServicesAmt |
| Management And General | $207,288 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,714 | BOYAmt |
| EOY | $216,159 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,333 | BOYAmt |
| EOY | $99,999 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,757 | BOYAmt |
| EOY | $1,205,635 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $186,804 | BOYAmt |
| EOY | $1,521,793 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $177,393 | BOYAmt |
| EOY | $1,394,074 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,411 | BOYAmt |
| EOY | $127,719 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $186,804 | BOYAmt |
| EOY | $1,521,793 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $186,804 | BOYAmt |
| EOY | $1,521,793 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,327,472 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,610 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $907 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $313,542 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,851,071 | CurrentTaxYearAmt |
| Total | $2,164,613 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $313,542 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,851,071 | CurrentTaxYearAmt |
| Total | $2,164,613 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $2,164,613 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $377 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,736 | CurrentTaxYearAmt |
| Total | $19,113 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,183,726 | TotalSupportAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 6 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 12 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $1,073,518 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $670,393 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $35,600 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $231,296 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $1,172,789 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $249,004 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| PLEASANTON PARTNERS IN EDUCATION | ||||||||
| 4659-B BERNAL AVE | PLEASANTON | CA | 94566 | 943046738 | 501C3 | $225,679 | $0 | TO SUPPORT THE ORGANIZATION |
| CITY OF PLEASANTON | ||||||||
| PO BOX 520 | PLEASANTON | CA | 94566 | $6,500 | $0 | TO SUPPORT THE ORGANIZATION | ||
| COUNTY OF ALAMEDA | ||||||||
| 1221 OAK STREET | OAKLAND | CA | 94612 | $5,617 | $0 | TO SUPPORT THE ORGANIZATION | ||
| ROTARY CLUB OF PLEASANTON | ||||||||
| 1807 SANTA RITA RD UNIT H 352 | PLEASANTON | CA | 94566 | 501C3 | $12,665 | $0 | TO SUPPORT THE ORGANIZATION | |
| ROTARY DAF | ||||||||
| 12 GILL STREET SUITE 2600 | WOBURN | MA | 01801 | 501C3 | $5,742 | $0 | TO SUPPORT THE ORGANIZATION | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS PROVIDED TO THE BOARD TREASURER BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE STEPS ARE USED TO MONITOR THE CONFLICT OF INTEREST POLICY: 1. EACH MEMBER OF THE BOARD AND THE ADVISORS SIGNS THE POLICY UPON JOINING THE BOARD OR ADVISORS. 2. THE CONFLICT-OF-INTEREST DISCLOSURE FORM IS SUBMITTED ANNUALLY. 3. COMPLIANCE WITH POLICY IS DISCUSSED REGULARLY BY THE BOARD CHAIR AT BOARD MEETINGS AND MEETINGS WITH THE ADVISORS. 4. DIRECTORS AND ADVISORS ARE ENCOURAGED TO SEEK GUIDANCE WHEN POTENTIAL CONFLICTS ARISE. |
| FORM 990, PART VI, SECTION C, LINE 19 | CONFLICT OF INTEREST POLICY IS AVAILABLE. |
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