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TALKINGPOINTS: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
TALKINGPOINTS (EIN 47-4616102)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-05-15
IRS object ID
202441369349319009
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

FieldValueIRS element (for citing)
Return2024-05-15T19:54:34-05:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN770051130PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ABBOTT STRINGHAM & LYNCHBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11901 S BASCOM AVE STE 105AddressLine1Txt
CityCAMPBELLCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95008ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN474616102EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TALKINGPOINTSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTALKBusinessNameControlTxt
Phone6194520341PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12021 FILLMORE STREET 2124AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94115ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHEEJAE LIMPersonNm
Person TitleCEOPersonTitleTxt
Phone6194520341PhoneNum
Signature2024-05-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstHEEJAEPersonFirstNm
Person LastLIMPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHEBA B DALANEYPreparerPersonNm
PTINP00351252PTIN
Phone4083778700PhoneNum
Preparation2024-05-15PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerHEEJAE LIMPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12021 FILLMORE STREET 2124AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94115ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$14,745,587GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.TALKINGPTS.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2015FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionOUR MISSION IS TO DRIVE STUDENT SUCCESS BY UNLOCKING THE POTENTIAL OF FAMILIES TO FUEL THEIR CHILDREN'S LEARNING, ESPECIALLY IN UNDER-RESOURCED COMMUNITIES. WE DO THIS BY BUILDING MEANINGFUL CONNECTIONS BETWEEN SCHOOLS, TEACHERS AND FAMILIES THROUGH ACCESSIBLE TECHNOLOGY.ActivityOrMissionDesc
Voting Members Governing Body3VotingMembersGoverningBodyCnt
Voting Members Independent2VotingMembersIndependentCnt
Total Employee78TotalEmployeeCnt
Total Volunteers2TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$14,623,682PYContributionsGrantsAmt
CY Contributions Grants$9,079,702CYContributionsGrantsAmt
PY Program Service Revenue$3,938,393PYProgramServiceRevenueAmt
CY Program Service Revenue$5,587,106CYProgramServiceRevenueAmt
PY Investment Income$11,094PYInvestmentIncomeAmt
CY Investment Income$68,324CYInvestmentIncomeAmt
PY Other Revenue$30,756PYOtherRevenueAmt
CY Other Revenue$10,455CYOtherRevenueAmt
PY Total Revenue$18,603,925PYTotalRevenueAmt
CY Total Revenue$14,745,587CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$5,035,007PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$9,041,547CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$844,989CYTotalFundraisingExpenseAmt
PY Other Expenses$3,916,845PYOtherExpensesAmt
CY Other Expenses$5,864,931CYOtherExpensesAmt
PY Total Expenses$8,951,852PYTotalExpensesAmt
CY Total Expenses$14,906,478CYTotalExpensesAmt
PY Revenues Less Expenses$9,652,073PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$160,891CYRevenuesLessExpensesAmt
Total Assets BOY$19,913,909TotalAssetsBOYAmt
Total Assets EOY$20,251,830TotalAssetsEOYAmt
Total Liabilities BOY$1,042,021TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,540,834TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$18,871,888NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$18,710,996NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionOUR MISSION IS TO DRIVE STUDENT SUCCESS BY UNLOCKING THE POTENTIAL OF FAMILIES TO FUEL THEIR CHILDREN'S LEARNING, ESPECIALLY IN UNDER-RESOURCED COMMUNITIES. WE DO THIS BY BUILDING MEANINGFUL CONNECTIONS BETWEEN SCHOOLS, TEACHERS AND FAMILIES THROUGH ACCESSIBLE TECHNOLOGY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$12,655,981ExpenseAmt
Revenue$5,597,561RevenueAmt
DescTALKINGPOINTS USES TECHNOLOGY TO SYSTEMATICALLY TACKLE BARRIERS BY EMPOWERING TEACHERS AND PARENTS TO BUILD STRONG PARTNERSHIPS, HELP SHIFT MINDSETS AND BUILD CAPACITY TO SUPPORT STUDENTS IN A SCALABLE, ACCESSIBLE, AND LOW-COST WAY.Desc
Total Program Service Expenses$12,655,981TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document47IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee78EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members3GoverningBodyVotingMembersCnt
Independent Voting Member2IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTXStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CRISSIE TUCKERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6194520341PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12021 FILLMORE STREET 2124AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94115ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
HEEJAE LIM
FOUNDER, CEO, AND BOARD CH40.00Yes (X)Yes (X)$303,325$0$20,963
TYLER COATS
TREASURER AND DIRECTOR0.00Yes (X)Yes (X)$0$0$0
DAN BRAGA
BOARD CHAIR AND DIRECTOR0.00Yes (X)Yes (X)$0$0$0
CLAUDINE RYAN
COO/HEAD OF PRODUCT40.00Yes (X)$248,915$0$43,622
STEPHANIE KAUFMAN
HEAD OF PRODUCT40.00$203,598$0$8,296Yes (X)
KATHERINE PECHACEK
HEAD OF IMPACT SOLUTIONS40.00$254,113$0$16,461Yes (X)
ADAM CARRATHERS
ACCOUNT EXECUTIVE40.00$175,694$0$7,171Yes (X)
NANCY BROMBERGER
VP, STRATEGIC PARTNERSHIPS40.00$159,033$0$6,533Yes (X)
ANGEL ALVARADO ROBLEDO
DATA ENGINEER40.00$166,636$0$26,497Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,511,314TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$129,543TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K7IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$9,079,702AllOtherContributionsAmt
Noncash Contributions$165,000NoncashContributionsAmt
Total Contributions$9,079,702TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescPROGRAM SERVICE FEESDesc
Business611710BusinessCd
Total Revenue Column$5,587,106TotalRevenueColumnAmt
Related Or Exempt Func Income$5,587,106RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$5,587,106TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$68,324TotalRevenueColumnAmt
Exclusion$68,324ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business900099BusinessCd
Total Revenue Column$10,455TotalRevenueColumnAmt
Related Or Exempt Func Income$10,455RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$10,455OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$14,745,587TotalRevenueColumnAmt
Related Or Exempt Func Income$5,597,561RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$68,324ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$586,866TotalAmt
Program Services$352,120ProgramServicesAmt
Management And General$58,686ManagementAndGeneralAmt
Fundraising$176,060FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$6,915,288TotalAmt
Program Services$5,768,208ProgramServicesAmt
Management And General$685,675ManagementAndGeneralAmt
Fundraising$461,405FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,035,425TotalAmt
Program Services$850,418ProgramServicesAmt
Management And General$128,319ManagementAndGeneralAmt
Fundraising$56,688FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$503,968TotalAmt
Program Services$402,783ProgramServicesAmt
Management And General$60,578ManagementAndGeneralAmt
Fundraising$40,607FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$30,767TotalAmt
Management And General$30,767ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$124,926TotalAmt
Management And General$124,926ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$871,713TotalAmt
Program Services$636,496ProgramServicesAmt
Management And General$162,979ManagementAndGeneralAmt
Fundraising$72,238FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$69,474TotalAmt
Program Services$69,474ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$125,177TotalAmt
Program Services$120,106ProgramServicesAmt
Management And General$1,512ManagementAndGeneralAmt
Fundraising$3,559FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$395,646TotalAmt
Program Services$297,739ProgramServicesAmt
Management And General$80,793ManagementAndGeneralAmt
Fundraising$17,114FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$3,315TotalAmt
Program Services$2,055ProgramServicesAmt
Management And General$1,260ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$468,317TotalAmt
Program Services$459,734ProgramServicesAmt
Management And General$1,003ManagementAndGeneralAmt
Fundraising$7,580FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$246,182TotalAmt
Program Services$245,782ProgramServicesAmt
Management And General$400ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$67,905TotalAmt
Program Services$54,351ProgramServicesAmt
Management And General$8,132ManagementAndGeneralAmt
Fundraising$5,422FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,989TotalAmt
Program Services$833ProgramServicesAmt
Management And General$1,156ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PROGRAM DEVELOPMENT$3,258,188$3,251,878$6,310$0
STAFF DEVELOPMENT$178,245$122,367$52,759$3,119
COMMUNICATION$15,275$15,275
DUES AND MEMBERSHIPS$6,688$5,238$253$1,197

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,124TotalAmt
Program Services$1,124ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$14,906,478TotalAmt
Program Services$12,655,981ProgramServicesAmt
Management And General$1,405,508ManagementAndGeneralAmt
Fundraising$844,989FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$17,407,168BOYAmt
EOY$16,817,766EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,800,000BOYAmt
EOY$2,087,500EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$471,919BOYAmt
EOY$779,364EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$122,859BOYAmt
EOY$468,304EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$233,646LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$134,750LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$111,963BOYAmt
EOY$98,896EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$19,913,909BOYAmt
EOY$20,251,830EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$175,754BOYAmt
EOY$482,624EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$866,267BOYAmt
EOY$1,058,210EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,042,021BOYAmt
EOY$1,540,834EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$15,987,771BOYAmt
EOY$16,521,706EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,884,117BOYAmt
EOY$2,189,290EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$18,871,888BOYAmt
EOY$18,710,996EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$19,913,909BOYAmt
EOY$20,251,830EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$160,891ReconcilationRevenueExpnssAmt
Other Changes In Net Assets-$1OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,321,263CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,622,404CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,426,466CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$14,623,682CurrentTaxYearMinus1YearAmt
Current Tax Year$9,079,702CurrentTaxYearAmt
Total$34,073,517TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,321,263CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,622,404CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,426,466CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$14,623,682CurrentTaxYearMinus1YearAmt
Current Tax Year$9,079,702CurrentTaxYearAmt
Total$34,073,517TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$9,795,512SubstantialContributorsTotAmt
Public Support Total170$24,278,005PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$13,832CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,794CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$11,094CurrentTaxYearMinus1YearAmt
Current Tax Year$68,324CurrentTaxYearAmt
Total$96,044TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,990CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,901CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$805CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$30,756CurrentTaxYearMinus1YearAmt
Current Tax Year$10,455CurrentTaxYearAmt
Total$51,907TotalAmt
FieldValueIRS element (for citing)
Total Support$34,221,468TotalSupportAmt
Gross Receipts Rltd Activities$13,239,610GrossReceiptsRltdActivitiesAmt
Public Support CY1700.70940PublicSupportCY170Pct
Public Support PY1700.77910PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART II, SHORT YEAR EXPLANATION:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION CHANGED ITS ACCOUNTING PERIOD IN 2021 AND FILED A SHORT YEAR RETURN FOR THE PERIOD JANUARY 1, 2021 TO JUNE 30,2021.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$233,646OtherCostOrOtherBasisAmt
Depreciation$134,750DepreciationAmt
Book Value$98,896BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$98,896TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$14,745,587TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$14,745,587RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$14,745,587TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$14,906,479TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$1OtherExpensesIncludedAmt
Expenses Not Reported$1ExpensesNotReportedAmt
Expenses Subtotal$14,906,478ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$14,906,478TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:THE ORGANIZATION IS A NONPROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS EXEMPT FROM STATE TAX UNDER STATE OF CALIFORNIA REVENUE AND TAXATION CODE, WHEREBY ONLY UNRELATED BUSINESS INCOME IS SUBJECT TO FEDERAL AND STATE INCOME TAX. SINCE ALL OF THE ORGANIZATION'S INCOME IS RELATED TO ITS EXEMPT PURPOSE, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(I) AND 170(B)(A)(VI) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION HAS ADOPTED THE ACCOUNTING STANDARD RELATED TO UNCERTAINTIES IN INCOME TAXES. THE ORGANIZATION EVALUATES UNCERTAIN TAX POSITIONS THROUGH ITS REVIEW OF THE SOURCE OF REVENUE TO IDENTIFY UNRELATED BUSINESS INCOME AND CERTAIN OTHER MATTERS, INCLUDING THOSE WHICH MAY AFFECT ITS TAX EXEMPT STATUS. THE ORGANIZATION HAS NO UNRECOGNIZED TAX BENEFITS AS OF JUNE 30, 2023 AND 2022. MANAGEMENT BELIEVES THEIR ESTIMATES RELATED TO INCOME TAX UNCERTAINTIES ARE APPROPRIATE BASED ON THE CURRENT FACTS AND CIRCUMSTANCES. THE ORGANIZATION'S FEDERAL RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) FOR THE YEARS ENDED DECEMBER 31, 2020 AND AFTER, ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY ARE FILED. THE ORGANIZATION'S STATE RETURN FOR THE YEARS ENDED DECEMBER 31, 2019 AND AFTER, COULD BE SUBJECT TO EXAMINATION BY STATE TAXING AUTHORITIES, GENERALLY FOR FOUR YEARS AFTER THEY ARE FILED.
PART XII, LINE 2D - OTHER ADJUSTMENTS:ROUNDING

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
HEEJAE LIM
FOUNDER, CEO, AND BOARD CH$303,325$0$0$0$0$0$12,200$0$8,763$0$324,288$0$0$0
CLAUDINE RYAN
COO/HEAD OF PRODUCT$248,915$0$0$0$0$0$1,733$0$41,889$0$292,537$0$0$0
KATHERINE PECHACEK
HEAD OF IMPACT SOLUTIONS$254,113$0$0$0$0$0$6,255$0$10,206$0$270,574$0$0$0
STEPHANIE KAUFMAN
HEAD OF PRODUCT$203,598$0$0$0$0$0$8,296$0$0$0$211,894$0$0$0
ADAM CARRATHERS
ACCOUNT EXECUTIVE$175,694$0$0$0$0$0$7,171$0$19,950$0$202,815$0$0$0
ANGEL ALVARADO ROBLEDO
DATA ENGINEER$166,636$0$0$0$0$0$6,941$0$19,556$0$193,133$0$0$0
NANCY BROMBERGER
VP, STRATEGIC PARTNERSHIPS$159,033$0$0$0$0$0$6,533$0$0$0$165,566$0$0$0

Schedule M IRS990ScheduleM

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescSOFTWARE HOSTINGDesc
Contribution1ContributionCnt
Noncash Contributions Rpt F990$165,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BFORM 990 IS PREPARED BY AN OUTSIDE TAX PROFESSIONAL. THE FORM IS THEN REVIEWED BY THE ORGANIZATION'S MANAGEMENT AND A MEMBER OF THE BOARD OF DIRECTORS. AFTER A FULL REVIEW, THE FINAL VERSION OF THE TAX RETURN IS PROVIDED TO ALL MEMBERS OF THE ORGANIZATION'S VOTING BODY. A REPRESENTATIVE OF MANAGEMENT AUTHORIZES THE FINAL FORM 990 WHICH IS THEN E-FILED WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12CREVIEW OF PROCUREMENT AND REVENUE CONTRACTS FOR A POTENTIAL CONFLICT OF INTEREST BY FINANCIAL MANAGER, REVIEW OF EMPLOYMENT AND CONTRACTOR AGREEMENTS BY HR MANAGER.
FORM 990, PART VI, SECTION B, LINE 15EXTENSIVE BENCHMARKING AGAINST PEER ORGANIZATIONS COMPLETED BY HR DEPARTMENT, EXECUTIVE COMPENSATION REVIEWED AND APPROVED BY BOARD.
FORM 990, PART VI, SECTION C, LINE 19INFORMATION IS AVAILABLE ON THE WEBSITE ABOUT HOW TO REQUEST GOVERNING DOCUMENTS.
FORM 990, PART XI, LINE 9:ROUNDING -1.
FORM 990, PART XII, LINE 2C:THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.

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