CENTER ON POLICY INITIATIVES: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CENTER ON POLICY INITIATIVES (EIN 33-0824881)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-23
- IRS object ID
- 202402679349301380
- Schema version
- 2023v5.1
- 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 | 2024-09-23T03:02:05-00:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 473342732 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Munger & Company CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1818 Avocado Road | AddressLine1Txt |
| City | Oceanside | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92054 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330824881 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CENTER ON POLICY INITIATIVES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CENT | BusinessNameControlTxt |
| Phone | 6195845744 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2820 CAMINO DEL RIO SOUTH STE 314 | AddressLine1Txt |
| City | San Diego | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KYRA GREENE | PersonNm |
| Person Title | President and Executive Director | PersonTitleTxt |
| Phone | 6195845744 | PhoneNum |
| Signature | 2024-09-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Roland W Munger | PreparerPersonNm |
| PTIN | P01871456 | PTIN |
| Phone | 7607308020 | PhoneNum |
| Preparation | 2024-09-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | KYRA GREENE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2820 CAMINO DEL RIO SOUTH STE 314 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,398,649 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.onlinecpi.org | WebsiteAddressTxt |
| Type Of Organization Assoc | Yes (X) | TypeOfOrganizationAssocInd |
| Formation | 1999 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | PROMOTING HIGHER LIVING STANDARDS FOR POOR AND MODERATE-INCOME PEOPLE THROUGH RESEARCH, POLICY DEVELOPMENT, PUBLIC EDUCATION, AND EFFECTIVE ADVOCACY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 34 | TotalEmployeeCnt |
| Total Volunteers | 4 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,564,091 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,340,874 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $32,289 | PYInvestmentIncomeAmt |
| CY Investment Income | $56,679 | CYInvestmentIncomeAmt |
| PY Other Revenue | $954 | PYOtherRevenueAmt |
| CY Other Revenue | $1,096 | CYOtherRevenueAmt |
| PY Total Revenue | $1,597,334 | PYTotalRevenueAmt |
| CY Total Revenue | $3,398,649 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $100,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $100,000 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,701,581 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,783,516 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $85,870 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $226,482 | PYOtherExpensesAmt |
| CY Other Expenses | $402,332 | CYOtherExpensesAmt |
| PY Total Expenses | $2,028,063 | PYTotalExpensesAmt |
| CY Total Expenses | $2,285,848 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$430,729 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,112,801 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,321,058 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,113,841 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $317,959 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $661,619 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,003,099 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,452,222 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PROMOTING HIGHER LIVING STANDARDS FOR POOR AND MODERATE-INCOME PEOPLE THROUGH RESEARCH, POLICY DEVELOPMENT, PUBLIC EDUCATION, AND EFFECTIVE ADVOCACY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,300,316 | ExpenseAmt |
| Desc | GATHERED AND ANALYZED DATA TO PRODUCE RESEARCH REPORTS AND ISSUE BRIEFS ON KEY ECONOMIC ISSUES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $165,009 | ExpenseAmt |
| Desc | PERFORMED COMMUNITY OUTREACH AND EDUCATION TO RAISE AWARENESS ABOUT KEY LOCAL ECONOMIC ISSUES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $245,545 | ExpenseAmt |
| Desc | PERFORMED OUTREACH TO DIVERSE GROUPS AND ORGANIZATIONS TO STRENGTHEN AND BUILD COMMUNITY COALITIONS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,710,870 | 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 | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | 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 | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | 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 | 12 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 34 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | 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 | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | 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 | KYRA GREENE | PersonNm |
| Phone | 6195845744 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2820 CAMINO DEL RIO SOUTH SUITE 314 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92108 | 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 | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| Kyra Greene | |||||||
| President and Executive Director | 040.00 | Yes (X) | Yes (X) | $119,215 | $0 | $0 | |
| Quyhn Nguyen | |||||||
| Deputy Director | 040.00 | $112,633 | $0 | $0 | Yes (X) | ||
| Richard Barrera | |||||||
| Director | 000.50 | Yes (X) | $0 | $0 | $0 | ||
| Jill Esbenshade | |||||||
| Board Chair | 000.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Alan Gin | |||||||
| Director | 000.50 | Yes (X) | $0 | $0 | $0 | ||
| Carlos Mejia | |||||||
| Director | 000.50 | Yes (X) | $0 | $0 | $0 | ||
| Bernadette Butkiewicz | |||||||
| Director | 000.50 | Yes (X) | $0 | $0 | $0 | ||
| Cheryl Coney | |||||||
| Secretary | 000.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Kelly Mayhew | |||||||
| Director | 000.50 | Yes (X) | $0 | $0 | $0 | ||
| Eric Morrison Smith | |||||||
| Director | 000.50 | Yes (X) | $0 | $0 | $0 | ||
| Lowell Waxman | |||||||
| Treasurer | 000.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $231,848 | TotalReportableCompFromOrgAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | San Diego Workforce Partnership | PersonNm |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9246 Lightwave Avenue Suite 210 | AddressLine1Txt |
| City | San Diego | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92123 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | Progam Services | ServicesDesc |
| Compensation | $100,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $3,340,874 | AllOtherContributionsAmt |
| Total Contributions | $3,340,874 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $56,679 | TotalRevenueColumnAmt |
| Exclusion | $56,679 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Reimbursed Expenses and Other | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,096 | TotalRevenueColumnAmt |
| Exclusion | $1,096 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,096 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,398,649 | TotalRevenueColumnAmt |
| Exclusion | $57,775 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,000 | TotalAmt |
| Program Services | $100,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $231,848 | TotalAmt |
| Program Services | $172,636 | ProgramServicesAmt |
| Management And General | $47,849 | ManagementAndGeneralAmt |
| Fundraising | $11,363 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,157,278 | TotalAmt |
| Program Services | $886,607 | ProgramServicesAmt |
| Management And General | $221,221 | ManagementAndGeneralAmt |
| Fundraising | $49,450 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,938 | TotalAmt |
| Program Services | $62,480 | ProgramServicesAmt |
| Management And General | $15,871 | ManagementAndGeneralAmt |
| Fundraising | $3,587 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $191,603 | TotalAmt |
| Program Services | $146,102 | ProgramServicesAmt |
| Management And General | $37,113 | ManagementAndGeneralAmt |
| Fundraising | $8,388 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,849 | TotalAmt |
| Program Services | $92,150 | ProgramServicesAmt |
| Management And General | $23,408 | ManagementAndGeneralAmt |
| Fundraising | $5,291 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,664 | TotalAmt |
| Program Services | $146 | ProgramServicesAmt |
| Management And General | $20,509 | ManagementAndGeneralAmt |
| Fundraising | $9 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,863 | TotalAmt |
| Program Services | $9,044 | ProgramServicesAmt |
| Management And General | $5,536 | ManagementAndGeneralAmt |
| Fundraising | $283 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees For Services Prof Fundraising | FeesForServicesProfFundraising |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,509 | TotalAmt |
| Program Services | $77,873 | ProgramServicesAmt |
| Management And General | $23,374 | ManagementAndGeneralAmt |
| Fundraising | $262 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,268 | TotalAmt |
| Program Services | $10,001 | ProgramServicesAmt |
| Management And General | $13,224 | ManagementAndGeneralAmt |
| Fundraising | $43 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,211 | TotalAmt |
| Program Services | $24,249 | ProgramServicesAmt |
| Management And General | $13,190 | ManagementAndGeneralAmt |
| Fundraising | $772 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,614 | TotalAmt |
| Program Services | $54,682 | ProgramServicesAmt |
| Management And General | $20,267 | ManagementAndGeneralAmt |
| Fundraising | $2,665 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,108 | TotalAmt |
| Program Services | $8,015 | ProgramServicesAmt |
| Management And General | $62 | ManagementAndGeneralAmt |
| Fundraising | $31 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,470 | TotalAmt |
| Program Services | $891 | ProgramServicesAmt |
| Management And General | $59 | ManagementAndGeneralAmt |
| Fundraising | $520 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,485 | TotalAmt |
| Program Services | $2,512 | ProgramServicesAmt |
| Management And General | $1,902 | ManagementAndGeneralAmt |
| Fundraising | $71 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,441 | TotalAmt |
| Program Services | $6,000 | ProgramServicesAmt |
| Management And General | $3,246 | ManagementAndGeneralAmt |
| Fundraising | $195 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Organizational Development | $1,549 | $1,070 | $456 | $23 |
| Other | $31,584 | $31,584 | ||
| Documents | $713 | $485 | $209 | $19 |
| Programs, Outreach and Education | $68,853 | $55,927 | $10,028 | $2,898 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,285,848 | TotalAmt |
| Program Services | $1,710,870 | ProgramServicesAmt |
| Management And General | $489,108 | ManagementAndGeneralAmt |
| Fundraising | $85,870 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,131,454 | BOYAmt |
| EOY | $1,361,724 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,426,404 | BOYAmt |
| EOY | $2,681,837 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $649,749 | BOYAmt |
| EOY | $269,020 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $137,430 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,133 | BOYAmt |
| EOY | $44,153 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $127,655 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $33,700 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $397 | BOYAmt |
| EOY | $93,955 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $934,491 | BOYAmt |
| EOY | $1,133,999 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $529,153 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,321,058 | BOYAmt |
| EOY | $6,113,841 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,694 | BOYAmt |
| EOY | $122,590 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $205,265 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $539,029 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $317,959 | BOYAmt |
| EOY | $661,619 | 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 | $1,592,903 | BOYAmt |
| EOY | $2,108,527 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,410,196 | BOYAmt |
| EOY | $3,343,695 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,003,099 | BOYAmt |
| EOY | $5,452,222 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,321,058 | BOYAmt |
| EOY | $6,113,841 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,112,801 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $199,337 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $12,000 | DonatedServicesAndUseFcltsAmt |
| Prior Period Adjustments | $136,985 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$12,000 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,206,708 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,400,046 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,354,856 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,564,091 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,340,874 | CurrentTaxYearAmt |
| Total | $9,866,575 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,206,708 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,400,046 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,354,856 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,564,091 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,340,874 | CurrentTaxYearAmt |
| Total | $9,866,575 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $9,866,575 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,724 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,080 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,714 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,289 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $56,679 | CurrentTaxYearAmt |
| Total | $159,486 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $32,959 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,701 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,034 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $954 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,096 | CurrentTaxYearAmt |
| Total | $59,744 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $10,085,805 | TotalSupportAmt |
| Public Support CY170 | 0.97830 | PublicSupportCY170Pct |
| Public Support PY170 | 0.98800 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $16,372 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $16,372 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,694,498 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,710,870 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $235,544 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $58,886 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $210,503 | CurrentYearMinus3Amt |
| Current Year Minus2 | $229,945 | CurrentYearMinus2Amt |
| Current Year Minus1 | $233,424 | CurrentYearMinus1Amt |
| Current Year | $235,544 | CurrentYearAmt |
| Total | $909,416 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,364,124 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $4,720 | CurrentYearMinus3Amt |
| Current Year Minus2 | $15,732 | CurrentYearMinus2Amt |
| Current Year Minus1 | $16,858 | CurrentYearMinus1Amt |
| Current Year | $16,372 | CurrentYearAmt |
| Total | $53,682 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $52,626 | CurrentYearMinus3Amt |
| Current Year Minus2 | $57,486 | CurrentYearMinus2Amt |
| Current Year Minus1 | $58,356 | CurrentYearMinus1Amt |
| Current Year | $58,886 | CurrentYearAmt |
| Total | $227,354 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $341,031 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Incl Escrow Custodial Acct Liab | false | InclEscrowCustodialAcctLiabInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $127,655 | OtherCostOrOtherBasisAmt |
| Depreciation | $33,700 | DepreciationAmt |
| Book Value | $93,955 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $93,955 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc |
|---|
| Financial derivatives and other financial products |
| Closely-held equity interests |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Right of Use Asset | Desc |
| Book Value | $529,153 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $529,153 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal income taxes | |
| Lease Liability | $539,029 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $539,029 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $3,609,986 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $199,337 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $12,000 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $211,337 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,398,649 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $3,398,649 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,297,848 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $12,000 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $12,000 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,285,848 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $2,285,848 | TotalExpensesPerForm990Amt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | San Diego Workforce Parnership | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9246 Lightwave Avenue Suite 210 | AddressLine1Txt |
| City | San Diego | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92123 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 330660504 | RecipientEIN |
| IRC Section | 501c3 | IRCSectionDesc |
| Cash Grant | $100,000 | CashGrantAmt |
| Purpose Of Grant | Progam Services | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Org | 1 | TotalOtherOrgCnt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, Line 11a | A COPY OF FORM 990, INCLUDING ALL SCHEDULES, IS PROVIDED TO THE MEMBERS OF THE GOVERNING BODY FOR THEIR REVIEW AND COMMENT PRIOR TO FILING THE FORM 990 WITH THE INTERNAL REVENUE SERVICE. |
| Form 990, Part VI, Section B, Line 12c | THE ORGANIZATIONS CONFLICT OF INTEREST POLICY REQUIRES ALL OFFICERS AND EMPLOYEES TO BRING ANY CONFLICT OF INTEREST TO THE BOARDS ATTENTION FOR THE BOARD TO ACT UPON IT. |
| Form 990, Part VI, Section B, Line 15a AND 15b | COMPENSATION OF THE ORGANIZATIONS TOP MANAGEMENT AND KEY EMPLOYEES IS REVIEWED AND APPROVED BY THE GOVERNING BODY USING DATA AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN COMPARABLE POSITIONS AT SIMILAR NON-PROFIT ORGANIZATIONS. COMPENSATION APPROVAL IS DOCUMENTED IN THE MINUTES OF THE EXECUTIVE BOARD. |
| Form 990, Part VI, Section C, Line 19 | THESE DOCUMENTS ARE AVAILABLE FOR INSPECTION AT THE OFFICE OF THE ORGANIZATION. |
| Form 990, Part XI, Line 9 | Donated rent expense of 12,000 is excluded per Internal Revenue Service regulations. |
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