ECONOMIC OPPORTUNITY INSTITUTE: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ECONOMIC OPPORTUNITY INSTITUTE (EIN 91-1999302)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-04-11
- IRS object ID
- 202541019349301559
- Schema version
- 2023v6.0
- 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 | 2025-04-11T12:19:30-07:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 472810714 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Seattle CFO Services | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 509 Olive Way Suite 1133 | AddressLine1Txt |
| City | Seattle | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911999302 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Economic Opportunity Institute | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ECON | BusinessNameControlTxt |
| Phone | 2066336580 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 509 Olive Way | AddressLine1Txt |
| City | Seattle | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Rian Watt | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 2066336580 | PhoneNum |
| Signature | 2025-02-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Philip Lloyd | PreparerPersonNm |
| PTIN | P01598099 | PTIN |
| Phone | 2063825552 | PhoneNum |
| Preparation | 2025-04-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Rian Watt | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 509 Olive Way Suite 302 | AddressLine1Txt |
| City | Seattle | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,716,394 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | https://www.opportunityinstitute.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1998 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | EOI works to make Washington state a national model of economic opportunity with an economy that truly works for everyone. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 11 | TotalEmployeeCnt |
| Total Volunteers | 13 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,147,244 | PYContributionsGrantsAmt |
| CY Contributions Grants | $478,165 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,270,042 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,186,562 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$35,973 | PYOtherRevenueAmt |
| CY Other Revenue | $1,003 | CYOtherRevenueAmt |
| PY Total Revenue | $2,381,313 | PYTotalRevenueAmt |
| CY Total Revenue | $1,665,730 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,281,340 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,123,295 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $304,294 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $329,933 | PYOtherExpensesAmt |
| CY Other Expenses | $291,805 | CYOtherExpensesAmt |
| PY Total Expenses | $1,611,273 | PYTotalExpensesAmt |
| CY Total Expenses | $1,415,100 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $770,040 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $250,630 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $11,397,394 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,901,535 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $155,176 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $656,787 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $11,242,218 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,244,748 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Equip the public and public decision-makers with the policy research and practical tools they need to embed the values of fairness, care, and opportunity into the foundations of Washingtons economy. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $354,284 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Public policy research and advocacy designed to promote fairness -- e.g., level the economic playing field, so all people and communities in Washington can thrive. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $328,924 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Public policy research and advocacy designed to promote care -- e.g., give Washingtonians what they need to care for themselves and those they love through all the uncertainties of life. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $187,779 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Public policy research and advocacy designed to promote opportunity - - e.g., embed a framework of systemic security into the foundations of Washingtons economy, so every resident can pursue individual opportunity in their own way. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $0 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Public policy research and advocacy designed to promote opportunity -- e.g., embed security into the foundations of Washingtons economy so every Washingtonian can pursue individual opportunity in their own way within a framework of systemic security. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $0 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $870,987 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 11 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Economic Opportunity Institute | PersonNm |
| Phone | 2066336580 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 509 Olive Way | AddressLine1Txt |
| City | Seattle | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|
| Michael Tamayo | |||||||
| President | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Mary Curry | |||||||
| Secretary | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Stan Sorscher | |||||||
| Treasurer | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Dawn Trudeau | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Matt Loschen | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| April Berg | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Joe Kendo | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Elizabeth Lindquist | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Tammy Morales | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Shemona Moreno | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Katharine Weiss | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Rian Watt | |||||||
| Executive Director (April-Jun) | 40.00 | Yes (X) | $21,725 | $0 | $0 | ||
| Aaron Keating | |||||||
| Managing Director | 40.00 | $122,312 | $0 | $12,231 | Yes (X) | ||
| Gabriela Quintana | |||||||
| Senior Policy Associate | 40.00 | $115,964 | $0 | $11,596 | Yes (X) | ||
| Traci Underwood | |||||||
| Policy Director | 40.00 | $124,756 | $0 | $12,475 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $384,757 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $36,302 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $478,165 | AllOtherContributionsAmt |
| Total Contributions | $478,165 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,186,562 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,186,562 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $51,667 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $106,516 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $50,664 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,003 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,003 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,665,730 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,187,565 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $247,067 | TotalAmt |
| Program Services | $151,950 | ProgramServicesAmt |
| Management And General | $39,104 | ManagementAndGeneralAmt |
| Fundraising | $56,013 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $643,888 | TotalAmt |
| Program Services | $396,001 | ProgramServicesAmt |
| Management And General | $101,910 | ManagementAndGeneralAmt |
| Fundraising | $145,977 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,510 | TotalAmt |
| Program Services | $47,055 | ProgramServicesAmt |
| Management And General | $12,109 | ManagementAndGeneralAmt |
| Fundraising | $17,346 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,968 | TotalAmt |
| Program Services | $39,956 | ProgramServicesAmt |
| Management And General | $10,283 | ManagementAndGeneralAmt |
| Fundraising | $14,729 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,862 | TotalAmt |
| Program Services | $55,881 | ProgramServicesAmt |
| Management And General | $14,381 | ManagementAndGeneralAmt |
| Fundraising | $20,600 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,776 | TotalAmt |
| Program Services | $82,613 | ProgramServicesAmt |
| Management And General | $21,954 | ManagementAndGeneralAmt |
| Fundraising | $24,209 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,151 | TotalAmt |
| Program Services | $11,317 | ProgramServicesAmt |
| Management And General | $783 | ManagementAndGeneralAmt |
| Fundraising | $1,051 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,600 | TotalAmt |
| Program Services | $16,938 | ProgramServicesAmt |
| Management And General | $4,551 | ManagementAndGeneralAmt |
| Fundraising | $6,111 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,304 | TotalAmt |
| Program Services | $20,438 | ProgramServicesAmt |
| Management And General | $5,491 | ManagementAndGeneralAmt |
| Fundraising | $7,375 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,391 | TotalAmt |
| Program Services | $14,042 | ProgramServicesAmt |
| Management And General | $270 | ManagementAndGeneralAmt |
| Fundraising | $79 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,212 | TotalAmt |
| Program Services | $8,348 | ProgramServicesAmt |
| Management And General | $1,488 | ManagementAndGeneralAmt |
| Fundraising | $1,376 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,419 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $6,419 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Printing | Desc |
| Total | $5,417 | TotalAmt |
| Program Services | $3,390 | ProgramServicesAmt |
| Management And General | $865 | ManagementAndGeneralAmt |
| Fundraising | $1,162 | FundraisingAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,535 | TotalAmt |
| Program Services | $23,058 | ProgramServicesAmt |
| Management And General | $20,211 | ManagementAndGeneralAmt |
| Fundraising | $8,266 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,415,100 | TotalAmt |
| Program Services | $870,987 | ProgramServicesAmt |
| Management And General | $239,819 | ManagementAndGeneralAmt |
| Fundraising | $304,294 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,400,963 | BOYAmt |
| EOY | $509,106 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $786,554 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $351,000 | BOYAmt |
| EOY | $3,307 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,521 | BOYAmt |
| EOY | $241,236 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $151,446 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $88,000 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $63,446 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,633,910 | BOYAmt |
| EOY | $10,297,886 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,397,394 | BOYAmt |
| EOY | $11,901,535 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,176 | BOYAmt |
| EOY | $231,540 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $425,247 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,176 | BOYAmt |
| EOY | $656,787 | 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 | $963,859 | BOYAmt |
| EOY | $601,798 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,278,359 | BOYAmt |
| EOY | $10,642,950 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,242,218 | BOYAmt |
| EOY | $11,244,748 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,397,394 | BOYAmt |
| EOY | $11,901,535 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $250,630 | ReconcilationRevenueExpnssAmt |
| Prior Period Adjustments | -$248,100 | PriorPeriodAdjustmentsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (true) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | false | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
| Other Support Sum | $0 | OtherSupportSumAmt |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,565,429 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,054,909 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $573,208 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,154,714 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $468,118 | CurrentTaxYearAmt |
| Total | $4,816,378 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,565,429 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,054,909 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $573,208 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,154,714 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $468,118 | CurrentTaxYearAmt |
| Total | $4,816,378 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,252,236 | SubstantialContributorsTotAmt |
| Public Support Total170 | $3,564,142 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $165,453 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $106,116 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | -$1,124,496 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,270,042 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,260,265 | CurrentTaxYearAmt |
| Total | $1,677,380 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $6,493,758 | TotalSupportAmt |
| Public Support CY170 | 0.54890 | PublicSupportCY170Pct |
| Public Support PY170 | 0.48800 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
| Public Support Total509 | $0 | PublicSupportTotal509Amt |
| Public Support CY509 | 0 | PublicSupportCY509Pct |
| Investment Income CY | 0 | InvestmentIncomeCYPct |
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 C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,841 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $38,206 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $40,047 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,612,727 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,652,774 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $232,639 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $58,160 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $217,962 | CurrentYearMinus3Amt |
| Current Year Minus2 | $135,583 | CurrentYearMinus2Amt |
| Current Year Minus1 | $232,736 | CurrentYearMinus1Amt |
| Current Year | $232,639 | CurrentYearAmt |
| Total | $818,920 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,228,380 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $10,536 | CurrentYearMinus3Amt |
| Current Year Minus2 | $3,376 | CurrentYearMinus2Amt |
| Current Year Minus1 | $11,216 | CurrentYearMinus1Amt |
| Current Year | $38,206 | CurrentYearAmt |
| Total | $63,334 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $54,491 | CurrentYearMinus3Amt |
| Current Year Minus2 | $33,896 | CurrentYearMinus2Amt |
| Current Year Minus1 | $58,184 | CurrentYearMinus1Amt |
| Current Year | $58,160 | CurrentYearAmt |
| Total | $204,731 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $307,097 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,751 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,120 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,613 | CurrentYearMinus1Amt |
| Current Year | $1,841 | CurrentYearAmt |
| Total | $6,325 | TotalAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,633,910 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,228,631 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $484,953 | OtherExpendituresAmt |
| Administrative Expenses | $79,702 | AdministrativeExpensesAmt |
| End Year Balance | $10,297,886 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,981,275 | BeginningYearBalanceAmt |
| Contributions | $2,183,813 | ContributionsAmt |
| Investment Earnings Or Losses | $1,258,840 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $710,821 | OtherExpendituresAmt |
| Administrative Expenses | $79,197 | AdministrativeExpensesAmt |
| End Year Balance | $9,633,910 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,106,231 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$1,124,956 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $6,981,275 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,887,786 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,218,445 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $8,106,231 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,813,935 | BeginningYearBalanceAmt |
| Contributions | $108,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,008,860 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $43,009 | AdministrativeExpensesAmt |
| End Year Balance | $6,887,786 | EndYearBalanceAmt |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Book Value | $0 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $82,139 | OtherCostOrOtherBasisAmt |
| Depreciation | $18,693 | DepreciationAmt |
| Book Value | $63,446 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $69,307 | OtherCostOrOtherBasisAmt |
| Depreciation | $69,307 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $63,446 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Operating Lease Liability LT Portion | $266,798 |
| Accrued Settlement Liability LT Portion | $158,449 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $425,247 | TotalLiabilityAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Annual Gala | Event1Nm |
| Gross Receipts Event1 | $158,183 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $106,516 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $51,667 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $7,178 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $20,118 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $23,268 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $158,183 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $106,516 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $51,667 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $7,178 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $20,118 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $23,268 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $50,564 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $1,103 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt VI, Line 8b | Executive committee does not generally take action on behalf of the governing body but makes recommendations to the full board at subsequent meetings. Under certain circumstances (as outlined in the bylaws), the Executive Committee can take action on behalf of the governing body, however, such circumstances are rare, and in all cases the Executive Committee contemporaneously documents its meetings. |
| Pt VI, Line 11b | PDF version of the 990 is emailed to all board members with instructions to review by a certain date. |
| Pt VI, Line 12c | All EOI board members and the Executive Director review and sign a questionnaire designed to reveal potential conflicts, and brings them up for review by the Executive Director and board officers. The conflict of interest policy details how the determination of conflict is made and the level at which actual conflicts are reviewed. |
| Pt VI, Line 15a | The board of directors conducted a salary review whcih included comparability, cost of living, and other relevant data for all staff positions, including the Executive Director. The process for determining salaries was documented and reviewed by the Executive Committee and the board; the latter made a final determination and conducted a vote to enact the salary scale. |
| Pt VI, Line 19 | Documents are available to the public upon request. |
| Pt VI, Line 15b | See Pt VI, Line 15a statement. |
| Form 990, Part III, Line 4d | Public policy research and advocacy designed to 0. 0. 0. |
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