SAN FRANCISCO CONSUMER ACTION: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
SAN FRANCISCO CONSUMER ACTION (EIN 23-7172908)
Tax period
2023-04-01 to 2024-03-31
Filed
2024-10-22
IRS object ID
202402969349301230
Schema version
2023v5.0
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)
Return2024-10-22T14:54:06-04:00ReturnTs
Tax Period End2024-03-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN454570537PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MARJTAX INCORPORATEDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13542 FRUITVALE- AVE PMB 227AddressLine1Txt
CityOAKLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94602ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-04-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237172908EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SAN FRANCISCO CONSUMER ACTIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSANFBusinessNameControlTxt
Phone4157779648PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line157 POST STREET SUITE 708AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94104ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANNA FLORESPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone4157779648PhoneNum
Signature2024-10-21SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARJORIE WILLIAMS-JONESPreparerPersonNm
PTINP00564614PTIN
Phone5104826204PhoneNum
Preparation2024-10-21PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerANNA FLORESPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line157 POST STREET SUITE 708AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94104ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$993,657GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressHTTPS://WWW.CONSUMER-ACTION.ORG/WebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1971FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionCONSUMER ACTION EMPOWERS LOW- AND MODERATE-INCOME, LIMITED-ENGLISH- SPEAKING, AND OTHER UNDERREPRESENTED CONSUMERS NATIONWIDE TO FINANCIALLY PROSPER THROUGH EDUCATION AND ADVOCACY. (SEE SCHED O FOR FULL STATEMENT)ActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee12TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$1,017,657PYContributionsGrantsAmt
CY Contributions Grants$816,592CYContributionsGrantsAmt
PY Program Service Revenue$138,437PYProgramServiceRevenueAmt
CY Program Service Revenue$120,482CYProgramServiceRevenueAmt
PY Investment Income$6,757PYInvestmentIncomeAmt
CY Investment Income$31,583CYInvestmentIncomeAmt
PY Other Revenue$1,836PYOtherRevenueAmt
CY Other Revenue$6,116CYOtherRevenueAmt
PY Total Revenue$1,164,687PYTotalRevenueAmt
CY Total Revenue$974,773CYTotalRevenueAmt
PY Grants And Similar Paid$100,292PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$83,590CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,066,432PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$845,090CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$36,000PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$57,000CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$158,282CYTotalFundraisingExpenseAmt
PY Other Expenses$201,472PYOtherExpensesAmt
CY Other Expenses$141,161CYOtherExpensesAmt
PY Total Expenses$1,404,196PYTotalExpensesAmt
CY Total Expenses$1,126,841CYTotalExpensesAmt
PY Revenues Less Expenses-$239,509PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$152,068CYRevenuesLessExpensesAmt
Total Assets BOY$1,266,588TotalAssetsBOYAmt
Total Assets EOY$983,906TotalAssetsEOYAmt
Total Liabilities BOY$242,369TotalLiabilitiesBOYAmt
Total Liabilities EOY$113,810TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,024,219NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$870,096NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionCONSUMER ACTION EMPOWERS LOW- AND MODERATE-INCOME, LIMITED-ENGLISH- SPEAKING, AND OTHER UNDERREPRESENTED CONSUMERS NATIONWIDE TO FINANCIALLY PROSPER THROUGH EDUCATION AND ADVOCACY. (SEE SCHED O FOR FULL STATEMENT)MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$118,266ExpenseAmt
Grant$43,049GrantAmt
DescTHE WELLS FARGO GRANT -CONDUCTED A MULTI-STATE FINANCIAL CAPABILITY PILOT PROGRAM WITH 5 COMMUNITY-BASED ORGANIZATIONS ACROSS THE COUNTRY THAT WORK WITH LOW-INCOME AND UNDERSERVED CONSUMERS. IT'S GOAL WAS TO IMPROVE THE FINANCIAL HEALTH OF THE TARGETED CONSUMERS BY INTRODUCING FINTECH TOOLS AS A SUPPLEMENT TO HELP CONSUMERS INCREASE THEIR FINANCIAL HEALTH. ALSO TO INTRODUCING FINTECH TOOLS, PARTNERS ALSO PROVIDED INTENSE, CULTURALLY APPROPRIATE FINANCIAL CAPABILITY TRAINING THROUGH ONE-ON-ONE COACHING, AND GROUP TRAINING SESSIONS THAT FOCUSED ON THE TARGET POPULATION'S SPENDING, SAVING, CREDIT, AND FINANCIAL PLANNING. IN ADDITION, FOUR WEBINARS WERE DEVELOPED FOR FINANCIAL COUNSELORS, COACHES, AND OTHER STAKEHOLDERS ON STUDENT LOANS, RACIAL DISPARITIES IN DEBT, SAVING AND INVESTING.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$96,963ExpenseAmt
Grant$50GrantAmt
Revenue$59,134RevenueAmt
DescTHE PGE CONSUMER OUTREACH AND EDUCATION PROJECT PROVIDED PROFESSIONAL ASSISTANCE AND ADVISORY SERVICES TO PG&E TO SUPPORT MARKETING, EDUCATION, AND OUTREACH EFFORTS FOR MULTIPLE UTILITY DISCOUNT PROGRAMS TARGETING HARD-TO-REACH POPULATIONS, AS WELL AS LOCAL AND TRIBAL GOVERNMENTS AND CBOS ACROSS THE UTILITY'S SERVICE TERRITORY, INCLUDING RURAL, TRIBAL, INDIGENOUS, LANGUAGE-ISOLATED, GEOGRAPHICALLY-ISOLATED, LOW-INCOME, DISADVANTAGED COMMUNITIES, OTHER ENVIRONMENTAL AND SOCIAL JUSTICE COMMUNITIES, AND POPULATIONS WHICH FACE BARRIERS TO ACCESS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$96,037ExpenseAmt
Grant$17,486GrantAmt
DescTHE NASDAQ INVESTING EDUCATION FOR WOMEN AND COMMUNITIES OF COLOR PROJECT INCLUDED THE CREATION OF INVESTOR EDUCATION RESOURCES, INCLUDING A WEBINAR SERIES AND FINANCIAL CAPABILITY PROGRAMMING TO HELP CLOSE THE RACE AND GENDER GAPS AND IMPROVE THE FINANCIAL HEALTH OF DIVERSE CONSUMERS, AND THE DEVELOPMENT AND DISTRIBUTION OF MULTI-LINGUAL (SPANISH, CHINESE, VIETNAMESE AND KOREAN) INVESTOR EDUCATION MATERIALS TO 6,500 CBOS FOR THE DIRECT BENEFIT OF AN ESTIMATED 65,000 WOMEN AND UNDERREPRESENTED CONSUMERS.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$364,220ExpenseAmt
Grant$23,005GrantAmt
Revenue$61,348RevenueAmt
DescROSE FOUNDATION GRANT: 44,576 THE ROSE FOUNDATION GRANT WAS USED TO INFORM AND EDUCATE CALIFORNIA CONSUMERS ON THEIR RIGHTS AND RESPONSIBILITIES REGARDING COMPUTER AND SMARTPHONE WARRANTIES. THE PROJECT INCLUDED CONDUCTING A CONSUMER OPINION POLL TO SEE HOW SATISFIED CALIFORNIANS AND OTHERS ARE WITH WARRANTIES OF COMPUTER OR TELEPHONE COMPANIES. STAFF ALSO CONDUCTED A SURVEY OF THE WEBSITES OF COMPANIES SELLING COMPUTERS OR TELEPHONES IN CALIFORNIA TO CHECK ACCESSIBILITY, PLACEMENT OF WARRANTY INFORMATION, UNDERSTANDABILITY AND EASE TO SUBMIT CLAIMS. WE USED THE FINDINGS OF THE POLL AND THE SURVEY TO CONDUCT STAKEHOLDER EDUCATION INCLUDING IN-PERSON WORKSHOPS AT COMMUNITY-BASED ORGANIZATIONS AND MEDIA INTERVIEWS, AND UPDATES TO AND TRANSLATION OF WARRANTY FACT SHEET INTO FIVE LANGUAGES, AND THE PRODUCTION OF MULTI-LINGUAL EDUCATIONAL VIDEOS. OTHER PROGRAMS 319,644 INCLUDING 23,005 OF STIPENDSDesc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$364,220TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$23,005TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$61,348TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$675,486TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document11IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee12EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonANNA FLORESPersonNm
Phone4157779648PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line157 POST STREET SUITE 708AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94104ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
SUE ROGAN
PRESIDENT4.00Yes (X)Yes (X)$0$0$0
KEN MCELDOWNEY
TREASURER2.00Yes (X)Yes (X)$54,722$0$0
DEBORAH LOWE MURAMOTO
SECRETARY2.00Yes (X)Yes (X)$0$0$0
RUTH SUSSWEIN
DIRECTOR OF28.00Yes (X)$75,373$0$12,356
ANNA FLORES
EXECUTIVE DI35.00Yes (X)$125,400$0$10,018
IRENE LEECH
DIRECTOR1.00Yes (X)$0$0$0
GAIL SANDERS
DIRECTOR1.00Yes (X)$0$0$0
JOE WYNN
DIRECTOR1.00Yes (X)$0$0$0
LATESHA SLAPPY
DIRECTOR1.00Yes (X)$0$0$0
JANEEN MARQUARDT
DIRECTOR1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$255,495TotalReportableCompFromOrgAmt
Total Other Compensation$22,374TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Fundraising$285,709FundraisingAmt
Government Grants$13,465GovernmentGrantsAmt
All Other Contributions$517,418AllOtherContributionsAmt
Total Contributions$816,592TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PROGRAM INCOME541610$119,134$119,134
MISCELLANEOUS INCOME$1,348$1,348
FieldValueIRS element (for citing)
Total Program Service Revenue$120,482TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$31,583TotalRevenueColumnAmt
Exclusion$31,583ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$25,000FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$285,709ContriRptFundraisingEventAmt
Fundraising Direct Expenses$18,884FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,116TotalRevenueColumnAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$974,773TotalRevenueColumnAmt
Related Or Exempt Func Income$120,482RelatedOrExemptFuncIncomeAmt
Exclusion$31,583ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$50,415TotalAmt
Program Services$50,415ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$33,175TotalAmt
Program Services$33,175ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$237,848TotalAmt
Program Services$166,494ProgramServicesAmt
Management And General$47,569ManagementAndGeneralAmt
Fundraising$23,785FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$464,721TotalAmt
Program Services$254,786ProgramServicesAmt
Management And General$161,586ManagementAndGeneralAmt
Fundraising$48,349FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$89,454TotalAmt
Program Services$53,732ProgramServicesAmt
Management And General$26,610ManagementAndGeneralAmt
Fundraising$9,112FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$53,067TotalAmt
Program Services$31,846ProgramServicesAmt
Management And General$15,808ManagementAndGeneralAmt
Fundraising$5,413FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$48,403TotalAmt
Program Services$28,957ProgramServicesAmt
Management And General$14,453ManagementAndGeneralAmt
Fundraising$4,993FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$57,000TotalAmt
Fundraising$57,000FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$7,070TotalAmt
Program Services$5,093ProgramServicesAmt
Management And General$1,571ManagementAndGeneralAmt
Fundraising$406FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$440TotalAmt
Program Services$400ProgramServicesAmt
Fundraising$40FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$22,197TotalAmt
Program Services$13,553ProgramServicesAmt
Management And General$5,899ManagementAndGeneralAmt
Fundraising$2,745FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$28,148TotalAmt
Program Services$16,946ProgramServicesAmt
Management And General$8,365ManagementAndGeneralAmt
Fundraising$2,837FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$16,295TotalAmt
Program Services$9,771ProgramServicesAmt
Management And General$4,837ManagementAndGeneralAmt
Fundraising$1,687FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$6,196TotalAmt
Program Services$3,357ProgramServicesAmt
Management And General$2,019ManagementAndGeneralAmt
Fundraising$820FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,684TotalAmt
Program Services$530ProgramServicesAmt
Management And General$1,154ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,797TotalAmt
Program Services$1,071ProgramServicesAmt
Management And General$542ManagementAndGeneralAmt
Fundraising$184FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$8,931TotalAmt
Program Services$5,361ProgramServicesAmt
Management And General$2,659ManagementAndGeneralAmt
Fundraising$911FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,126,841TotalAmt
Program Services$675,487ProgramServicesAmt
Management And General$293,072ManagementAndGeneralAmt
Fundraising$158,282FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY-$6,299BOYAmt
EOY$209,221EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,099,600BOYAmt
EOY$664,628EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$141,716BOYAmt
EOY$71,165EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$23,698BOYAmt
EOY$23,944EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$18,082LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$14,125LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$3,907BOYAmt
EOY$3,957EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$3,966BOYAmt
EOY$10,991EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,266,588BOYAmt
EOY$983,906EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$29,861BOYAmt
EOY$5,550EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$111,000BOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$101,508BOYAmt
EOY$108,260EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$242,369BOYAmt
EOY$113,810EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$647,361BOYAmt
EOY$438,131EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$376,858BOYAmt
EOY$431,965EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,024,219BOYAmt
EOY$870,096EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,266,588BOYAmt
EOY$983,906EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$152,068ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$2,055NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

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$847,124CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,173,731CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,647,594CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,017,657CurrentTaxYearMinus1YearAmt
Current Tax Year$816,592CurrentTaxYearAmt
Total$5,502,698TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$847,124CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,173,731CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,647,594CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,017,657CurrentTaxYearMinus1YearAmt
Current Tax Year$816,592CurrentTaxYearAmt
Total$5,502,698TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,497,963SubstantialContributorsTotAmt
Public Support Total170$4,004,735PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$82,264CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$22,764CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,921CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,757CurrentTaxYearMinus1YearAmt
Current Tax Year$31,583CurrentTaxYearAmt
Total$147,289TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$5,150CurrentTaxYearMinus3YearsAmt
Total$5,150TotalAmt
FieldValueIRS element (for citing)
Total Support$5,655,137TotalSupportAmt
Gross Receipts Rltd Activities$320,754GrossReceiptsRltdActivitiesAmt
Public Support CY1700.70820PublicSupportCY170Pct
Public Support PY1700.62730PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART II, LINE 10FormAndLineReferenceDesc
ExplanationOTHER INCOME 5,150ExplanationTxt

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 C IRS990ScheduleC

FieldValueIRS element (for citing)
VolunteersfalseVolunteersInd
Paid Staff Or ManagementfalsePaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$511DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesfalseOtherActivitiesInd
Total Lobbying Expenditures$511TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE C, PART II-B, LINE 1FormAndLineReferenceDesc
ExplanationLOBBYING FY 2023-24 CONSUMER ACTION EMPLOYEES PARTICIPATED IN A VERY LIMITED NUMBER OF MEETINGS WITH CONGRESSIONAL STAFF MEMBERS IN WASHINGTON, DC, TO SUPPORT FEDERAL AGENCIES' EFFORTS TO EXPOSE, LIMIT AND ELIMINATE 'JUNK' FEES IN FINANCIAL, AUTO, HOSPITALITY, APARTMENT RENTAL, AIRLINE AND OTHER INDUSTRIES. WE'VE ALSO MET WITH CONGRESSIONAL STAFF TO PRESERVE THE FEDERAL TRADE COMMISSION'S (FTC) COMBATTING AUTO RETAIL SCAMS (CARS) RULE TO PREVENT MISREPRESENTATIONS ABOUT CAR PRICE AND FINANCING, AND TO SUPPORT THE CONSTITUTIONALITY OF THE CONSUMER FINANCIAL PROTECTION BUREAU (CFPB). WE'VE MET WITH THE CFPB TO ENCOURAGE THEIR CONSUMER PROTECTION RULE-WRITING AND ENFORCEMENT DUTIES RELATED TO THE FAIR CREDIT REPORTING ACT AND THE ELECTRONIC FUNDS TRANSFER ACT TO HELP ADDRESS CREDIT REPORTING INACCURACIES AND COMBAT FRAUDULENTLY-INDUCED UNAUTHORIZED FINANCIAL TRANSACTIONS. CONSUMER ACTION HAS SENT A FEW ADVOCACY ALERTS TO OUR NETWORK OF COMMUNITY-BASED ORGANIZATIONS (CBOS) TO ENCOURAGE THEM TO SUPPORT THE CFPB'S CONSUMER PROTECTION DUTIES. WE HAVE MET WITH OTHER FEDERAL REGULATORY AGENCIES TO URGE THEM TO CRAFT A RULE THAT WOULD PROVIDE REFUNDS FOR AIRLINE PASSENGERS IMPACTED BY CANCELLED OR SIGNIFICANTLY DELAYED FLIGHTS; TO REQUIRE MORTGAGE ORIGINATORS AND SERVICERS TO ASK BORROWERS THEIR LANGUAGE PREFERENCE AND TO MAKE ESSENTIAL DOCUMENTS AVAILABLE IN THE PRIMARY LANGUAGES THAT THEIR CUSTOMERS PREFER.ExplanationTxt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$18,082OtherCostOrOtherBasisAmt
Depreciation$14,125DepreciationAmt
Book Value$3,957BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$3,957TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
ACCRUED LEAVE + PAYROLL$96,560
LEASE PAYMENT DUE$7,150
ACCRUED EXPENSES$4,550
FieldValueIRS element (for citing)
Total Liability$108,260TotalLiabilityAmt

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Email SolicitationsYes (X)EmailSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
CAROLE BERKE
7412 OAK LANECHEVY CHASEMD20815CONSULTINGfalse$185,000$35,000$150,000
MARQUEZ GIVING STRATEGIES
12322 AZTEC PLACEWOODBRIDGEVA22192CONSULTINGfalse$22,000-$22,000
FieldValueIRS element (for citing)
Total Gross Receipts$185,000TotalGrossReceiptsAmt
Total Retained By Contractors$57,000TotalRetainedByContractorsAmt
Total Net To Organization$128,000TotalNetToOrganizationAmt

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event152ND ANNIVERSAREvent1Nm
Gross Receipts Event1$310,709GrossReceiptsEvent1Amt
Charitable Contri Event1$285,709CharitableContriEvent1Amt
Gross Revenue Event1$25,000GrossRevenueEvent1Amt
Non Cash Prizes Event1$673NonCashPrizesEvent1Amt
Food And Beverage Event1$17,297FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$914OtherDirectExpensesEvent1Amt
Gross Receipts Total$310,709GrossReceiptsTotalAmt
Charitable Contributions Tot$285,709CharitableContributionsTotAmt
Gross Revenue Total Events$25,000GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$673NonCashPrizesTotalEventsAmt
Food And Beverage Total Events$17,297FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$914OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$18,884DirectExpenseSummaryEventsAmt
Net Income Summary$6,116NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE G, PAGE 1, PART I, LINE 2B, COLUMN (V)FormAndLineReferenceDesc
ExplanationCAROLE BERKE FEES BILLED FOR SERVICES MARQUEZ GIVING STRATEGIES FEES BILLED FOR SERVICESExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
CATHOLIC CHARITIES OF DALLAS INC
1421 W MOCKINGBIRD LANEDALLASTX75247752745221501C3$10,000EDUCATION APPLICATIO
PHILADELPHIA CHINATOWN DEVELOPMENT
301 N 9TH STREETPHILADELPHIAPA19107237439723501C3$7,333EDUCATION APPLICATIO

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeVOLUNTEER STIPENDSGrantTypeTxt
Recipient577RecipientCnt
Cash Grant$33,175CashGrantAmt
Non Cash AssistanceGIFT CARDSNonCashAssistanceDesc

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990FULL MISSION STATEMENT: USING MULTILINGUAL CONSUMER EDUCATION MATERIALS, COMMUNITY OUTREACH AND ISSUE-FOCUSED ADVOCACY, CONSUMER ACTION EMPOWERS LOW- AND MODERATE-INCOME, LIMITED-ENGLISH-SPEAKING, AND OTHER UNDERREPRESENTED CONSUMERS NATIONWIDE TO FINANCIALLY PROSPER THROUGH EDUCATION AND ADVOCACY.
FORM 990, PAGE 2, PART III, LINE 4DROSE FOUNDATION GRANT: 44,576 THE ROSE FOUNDATION GRANT WAS USED TO INFORM AND EDUCATE CALIFORNIA CONSUMERS ON THEIR RIGHTS AND RESPONSIBILITIES REGARDING COMPUTER AND SMARTPHONE WARRANTIES. THE PROJECT INCLUDED CONDUCTING A CONSUMER OPINION POLL TO SEE HOW SATISFIED CALIFORNIANS AND OTHERS ARE WITH WARRANTIES OF COMPUTER OR TELEPHONE COMPANIES. STAFF ALSO CONDUCTED A SURVEY OF THE WEBSITES OF COMPANIES SELLING COMPUTERS OR TELEPHONES IN CALIFORNIA TO CHECK ACCESSIBILITY, PLACEMENT OF WARRANTY INFORMATION, UNDERSTANDABILITY AND EASE TO SUBMIT CLAIMS. WE USED THE FINDINGS OF THE POLL AND THE SURVEY TO CONDUCT STAKEHOLDER EDUCATION INCLUDING IN-PERSON WORKSHOPS AT COMMUNITY-BASED ORGANIZATIONS AND MEDIA INTERVIEWS, AND UPDATES TO AND TRANSLATION OF WARRANTY FACT SHEET INTO FIVE LANGUAGES, AND THE PRODUCTION OF MULTI-LINGUAL EDUCATIONAL VIDEOS. OTHER PROGRAMS 319,644 INCLUDING 23,005 OF STIPENDS
FORM 990, PAGE 6, PART VI, LINE 11BTHE EXECUTIVE DIRECTOR AND FINANCIAL CONSULTANT CONDUCT AN INITIAL REVIEW OF THE 990. THEN THE BOARD OF DIRECTORS REVIEWS IT PRIOR TO FILING.
FORM 990, PAGE 6, PART VI, LINE 12CALL BOARD MEMBERS ARE COVERED UNDER THE POLICY WHERE ANNUAL ASSERTIONS ARE REQUESTED TO CONFIRM THAT THERE IS A LACK OF CONFLICTS.
FORM 990, PAGE 6, PART VI, LINE 15ATHE BOARD OF DIRECTORS DECIDE THE SALARY AND BENEFITS OF THE EXECUTIVE DIRECTOR OF THE AGENCY. THE BOARD, WHICH INCLUDES INDEPENDENT MEMBERS, HAVE ASSESSED FAIR AND EQUITABLE COMPENSATION BASED ON COMPENSATION OF MANAGERS OF AGENCIES OF SIMILAR SIZE, FIELD AND LOCATION TO THE AGENCY.
FORM 990, PAGE 6, PART VI, LINE 19GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.FORM 990 IS POSTED ON OUR WEB SITE.

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