CALIFORNIA HOUSING PARTNERSHIP: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CALIFORNIA HOUSING PARTNERSHIP (EIN 68-0183692)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-12
- IRS object ID
- 202403179349307960
- 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 | 2024-11-12T14:09:58-08:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 811489821 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALY AND ASSOCIATES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 CONCORD AVE STE 250 | AddressLine1Txt |
| City | CONCORD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94520 | 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 | 680183692 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | California Housing Partner Corporation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CALI | BusinessNameControlTxt |
| Phone | 4154336804 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 49 Stevenson Ste 500 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Matthew Schwartz | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Signature | 2024-11-12 | 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 | Suzanne R Healy | PreparerPersonNm |
| PTIN | P00533689 | PTIN |
| Phone | 9256030800 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Matthew Schwartz | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 49 Stevenson Ste 500 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,027,653 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1988 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | The California Housing Partnership Corporation creates and preserves affordable and sustainable homes for Californians with low incomes by providing expert financial and policy solutions to nonprofit and public partners. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 51 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,392,600 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,180,208 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $7,271,699 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $7,636,486 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$382,830 | PYInvestmentIncomeAmt |
| CY Investment Income | $86,907 | CYInvestmentIncomeAmt |
| PY Other Revenue | $982 | PYOtherRevenueAmt |
| CY Other Revenue | $124,052 | CYOtherRevenueAmt |
| PY Total Revenue | $8,282,451 | PYTotalRevenueAmt |
| CY Total Revenue | $9,027,653 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,023,831 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,906,330 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $82,410 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $876,951 | PYOtherExpensesAmt |
| CY Other Expenses | $932,097 | CYOtherExpensesAmt |
| PY Total Expenses | $7,900,782 | PYTotalExpensesAmt |
| CY Total Expenses | $8,838,427 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $381,669 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $189,226 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,723,072 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,670,028 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $595,359 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,231,340 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,127,713 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,438,688 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The California Housing Partnership Corporation creates and preserves affordable and sustainable homes for Californians with low incomes by providing expert financial and policy solutions to nonprofit and public partners. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $7,783,130 | ExpenseAmt |
| Revenue | $7,636,486 | RevenueAmt |
| Desc | The Partnership provided technical assistance to 22 of our public and private nonprofit organization partners on the construction and financing of 3,640 affordable and sustainable homes throughout California in 2023. We also trained more than 3,800 affordable housing professionals across California in 2023 through expansion of our online and in-person training programs. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | The Partnership's policy and research program provided technical assistance, training, and education related to the preservation and production of affordable housing in California. In 2023, these efforts included expanding our preservation efforts by examining naturally occurring affordable housing (NOAH) in California and the potential risks factors related to NOAH properties losing their affordability for low-income Californians. We continued to expanded use and outreach for our online research tools by updating the tools and providing trainings/webinars for various partner organizations. Lastly, we entered the second year of our university-level fellowship program geared towards improving access and mentoring opportunities for racial/ethnic minorities in the affordable housing policy and research field, having hosted eight fellows in the two years. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | The sustainable housing team implemented four major clean energy incentive programs, provided technical support to nonprofit housing providers to help them and the low-income residents they serve access clean energy funding resources, and advocated for increased funding to reduce greenhouse gas emissions in affordable housing throughout California. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $7,783,130 | 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 | Yes (true) | 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 | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | 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 | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 51 | 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 |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| 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 | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | 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 | Paul Jones | PersonNm |
| Phone | 4154336804 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 49 Stevenson Ste 500 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| Matthew Schwartz | |||||||
| President & CEO | 40.00 | 0.00 | Yes (X) | $260,900 | $0 | $38,382 | |
| Richard Mandel | |||||||
| Managing Dir. Financial Consulting | 40.00 | 0.00 | $244,875 | $0 | $38,149 | ||
| Paul Beesemyer | |||||||
| Managing Dir. Financial Consulting | 40.00 | 0.00 | $242,616 | $0 | $22,628 | ||
| Laura Kobler | |||||||
| Senior Dir. Financial Consulting | 40.00 | 0.00 | $215,634 | $0 | $37,064 | ||
| Diep Do | |||||||
| Managing Dir. Financial Consulting | 40.00 | 0.00 | $218,024 | $0 | $33,996 | ||
| Margaret MCGraw-Scherer | |||||||
| Senior Dir. Financial Consulting | 40.00 | 0.00 | $201,289 | $0 | $40,260 | ||
| David Kiddoo | |||||||
| Senior Dir. Financial Consulting | 40.00 | 0.00 | $206,932 | $0 | $23,039 | ||
| Nicole Aispuro - Norori | |||||||
| Senior Dir. Financial Consulting | 40.00 | 0.00 | $190,695 | $0 | $35,637 | ||
| Zorica Stancevic | |||||||
| Senior Dir. Financial Consulting | 40.00 | 0.00 | $191,035 | $0 | $32,806 | ||
| Lauren Maddock | |||||||
| Senior Dir. Financial Consulting | 40.00 | 0.00 | $193,479 | $0 | $27,265 | ||
| Mark Stivers | |||||||
| Dir. of Legislative, Regulatory | 40.00 | 0.00 | $186,825 | $0 | $21,549 | ||
| Sherin Bennett | |||||||
| Director Financial Consulting | 40.00 | 0.00 | $183,600 | $0 | $16,610 | ||
| Thai-An Ngo | |||||||
| Senior Financial Consultant | 40.00 | 0.00 | $160,203 | $0 | $31,703 | ||
| Mengxin Zhou | |||||||
| Senior Financial Consultant | 40.00 | 0.00 | $169,600 | $0 | $16,228 | ||
| Chad Horsford | |||||||
| Assoc. Dir. Financial Consulting | 40.00 | 0.00 | $166,943 | $0 | $14,707 | ||
| Anthony Vega | |||||||
| Managing Director - Research | 40.00 | 0.00 | $175,652 | $0 | $4,143 | ||
| Blanca De La Cruz | |||||||
| Managing Dir. Sustainable Housing | 40.00 | 0.00 | $153,717 | $0 | $20,251 | ||
| Michelle E Culter | |||||||
| Assoc. Dir. Financial Consulting | 40.00 | 0.00 | $167,300 | $0 | $3,399 | ||
| Aditya Potluri | |||||||
| Senior Financial Consultant | 40.00 | 0.00 | $153,700 | $0 | $0 | ||
| Jesse Ozanian | |||||||
| Senior Financial Consultant | 40.00 | 0.00 | $153,572 | $0 | $0 | ||
| Benjamin Creed | |||||||
| Senior Financial Consultant | 40.00 | 0.00 | $153,553 | $0 | $0 | ||
| Genise Choy | |||||||
| Snr. Financial Con | 40.00 | 0.00 | $144,994 | $0 | $0 | ||
| Amanda Isbell | |||||||
| Managing Dir. Ops | 40.00 | 0.00 | $139,063 | $0 | $0 | ||
| Daniel Rinzler | |||||||
| Assoc. Research | 40.00 | 0.00 | $137,336 | $0 | $0 | ||
| Jennifer Fleming | |||||||
| Financial Consult | 40.00 | 0.00 | $135,000 | $0 | $0 | ||
| Adriene Gemheart | |||||||
| Snr. Financial Con | 40.00 | 0.00 | $134,276 | $0 | $0 | ||
| Adhi Nagraj | |||||||
| Board Chair | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Porsche Middleton | |||||||
| Vice Chair | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Rebecca Foster | |||||||
| Treasurer | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Sochiata Vutthy | |||||||
| Secretary | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Nikki Beasley | |||||||
| Board Member | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Azalia Gmez-Camacho | |||||||
| Board Member | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Dave Rand | |||||||
| Board Member | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Gustavo Velaquez | |||||||
| Board Member | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,680,813 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $457,816 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 26 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,180,208 | AllOtherContributionsAmt |
| Total Contributions | $1,180,208 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Professional consulting | 541610 | $6,493,732 | $6,493,732 |
| Technical assistance | 541900 | $1,142,754 | $1,142,754 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $7,636,486 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $86,907 | TotalRevenueColumnAmt |
| Exclusion | $86,907 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Other Income | 900099 | $20,727 | $20,727 |
| Subtlet rental income | 900099 | $103,325 | $103,325 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $124,052 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,027,653 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,760,538 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $86,907 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
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 | $3,990,144 | TotalAmt |
| Program Services | $3,576,366 | ProgramServicesAmt |
| Management And General | $375,073 | ManagementAndGeneralAmt |
| Fundraising | $38,705 | 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 | $2,453,646 | TotalAmt |
| Program Services | $2,199,203 | ProgramServicesAmt |
| Management And General | $230,643 | ManagementAndGeneralAmt |
| Fundraising | $23,800 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $236,127 | TotalAmt |
| Program Services | $211,641 | ProgramServicesAmt |
| Management And General | $22,196 | ManagementAndGeneralAmt |
| Fundraising | $2,290 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $770,874 | TotalAmt |
| Program Services | $690,935 | ProgramServicesAmt |
| Management And General | $72,462 | ManagementAndGeneralAmt |
| Fundraising | $7,477 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $455,539 | TotalAmt |
| Program Services | $408,299 | ProgramServicesAmt |
| Management And General | $42,821 | ManagementAndGeneralAmt |
| Fundraising | $4,419 | 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 | $3,478 | TotalAmt |
| Management And General | $3,478 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,750 | TotalAmt |
| Management And General | $26,750 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
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 | $72,300 | TotalAmt |
| Program Services | $63,285 | ProgramServicesAmt |
| Management And General | $9,015 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,804 | TotalAmt |
| Program Services | $22,832 | ProgramServicesAmt |
| Management And General | $76,687 | ManagementAndGeneralAmt |
| Fundraising | $1,285 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,317 | TotalAmt |
| Program Services | $110,009 | ProgramServicesAmt |
| Management And General | $6,815 | ManagementAndGeneralAmt |
| Fundraising | $493 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $312,546 | TotalAmt |
| Program Services | $279,824 | ProgramServicesAmt |
| Management And General | $29,661 | ManagementAndGeneralAmt |
| Fundraising | $3,061 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,916 | TotalAmt |
| Program Services | $62,089 | ProgramServicesAmt |
| Management And General | $30,827 | ManagementAndGeneralAmt |
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 | $92,571 | TotalAmt |
| Program Services | $84,900 | ProgramServicesAmt |
| Management And General | $7,089 | ManagementAndGeneralAmt |
| Fundraising | $582 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,677 | TotalAmt |
| Program Services | $27,495 | ProgramServicesAmt |
| Management And General | $2,884 | ManagementAndGeneralAmt |
| Fundraising | $298 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,696 | TotalAmt |
| Program Services | $9,252 | ProgramServicesAmt |
| Management And General | $12,444 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Membership and support | Desc |
| Total | $61,042 | TotalAmt |
| Program Services | $37,000 | ProgramServicesAmt |
| Management And General | $24,042 | ManagementAndGeneralAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,838,427 | TotalAmt |
| Program Services | $7,783,130 | ProgramServicesAmt |
| Management And General | $972,887 | ManagementAndGeneralAmt |
| Fundraising | $82,410 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $862,530 | BOYAmt |
| EOY | $1,703,800 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,470 | BOYAmt |
| EOY | $2,471 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $240,000 | BOYAmt |
| EOY | $220,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,424,739 | BOYAmt |
| EOY | $1,555,144 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,323 | BOYAmt |
| EOY | $52,926 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $47,953 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $31,182 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,563 | BOYAmt |
| EOY | $16,771 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,274,495 | BOYAmt |
| EOY | $3,308,151 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,950 | BOYAmt |
| EOY | $27,754 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $725,002 | BOYAmt |
| EOY | $1,783,011 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,723,072 | BOYAmt |
| EOY | $8,670,028 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $339,924 | BOYAmt |
| EOY | $354,856 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $744,792 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $119,802 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $255,435 | BOYAmt |
| EOY | $1,011,890 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $595,359 | BOYAmt |
| EOY | $2,231,340 | 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 | $5,210,213 | BOYAmt |
| EOY | $5,505,772 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $917,500 | BOYAmt |
| EOY | $932,916 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,127,713 | BOYAmt |
| EOY | $6,438,688 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,723,072 | BOYAmt |
| EOY | $8,670,028 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $189,226 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $137,001 | NetUnrlzdGainsLossesInvstAmt |
| Investment Expense | -$15,252 | InvestmentExpenseAmt |
| 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $787,500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $859,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,382,815 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,392,600 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,180,208 | CurrentTaxYearAmt |
| Total | $5,602,123 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,108,330 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,011,029 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,350,433 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,271,699 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,636,486 | CurrentTaxYearAmt |
| Total | $32,377,977 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,895,830 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,870,029 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,733,248 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,664,299 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,816,694 | CurrentTaxYearAmt |
| Total | $37,980,100 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $425,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $550,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $550,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,000,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,440,000 | CurrentTaxYearAmt |
| Total | $3,965,000 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,090,276 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,416,592 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,411,567 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,578,475 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $114,446 | CurrentTaxYearAmt |
| Total | $5,611,356 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,515,276 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,966,592 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,961,567 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,578,475 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,554,446 | CurrentTaxYearAmt |
| Total | $9,576,356 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $28,403,744 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $241,684 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $68,193 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $65,843 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $68,509 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $86,907 | CurrentTaxYearAmt |
| Total | $531,136 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $241,684 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $68,193 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $65,843 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $68,509 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $86,907 | CurrentTaxYearAmt |
| Total | $531,136 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,636 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,816 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,478 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $982 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $124,052 | CurrentTaxYearAmt |
| Total | $137,964 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,144,150 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,943,038 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,800,569 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,733,790 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,027,653 | CurrentTaxYearAmt |
| Total | $38,649,200 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.73490 | PublicSupportCY509Pct |
| Public Support PY509 | 0.53650 | PublicSupportPY509Pct |
| Investment Income CY | 0.01370 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01930 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed Section4955 Tax | false | Form4720FiledSection4955TaxInd |
| Correction Made | false | CorrectionMadeInd |
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $3,749 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $56,438 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $60,187 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $8,778,240 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $8,838,427 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $591,921 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $147,980 | FilingOrganizationsTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed | false | Form4720FiledInd |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $480,818 | CurrentYearMinus3Amt |
| Current Year Minus2 | $529,425 | CurrentYearMinus2Amt |
| Current Year Minus1 | $545,039 | CurrentYearMinus1Amt |
| Current Year | $591,921 | CurrentYearAmt |
| Total | $2,147,203 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,220,805 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $59,015 | CurrentYearMinus3Amt |
| Current Year Minus1 | $53,605 | CurrentYearMinus1Amt |
| Current Year | $60,187 | CurrentYearAmt |
| Total | $172,807 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $120,205 | CurrentYearMinus3Amt |
| Current Year Minus2 | $132,356 | CurrentYearMinus2Amt |
| Current Year Minus1 | $136,260 | CurrentYearMinus1Amt |
| Current Year | $147,980 | CurrentYearAmt |
| Total | $536,801 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $805,202 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $878 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,182 | CurrentYearMinus2Amt |
| Current Year Minus1 | $532 | CurrentYearMinus1Amt |
| Current Year | $3,749 | CurrentYearAmt |
| Total | $6,341 | TotalAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $47,953 | OtherCostOrOtherBasisAmt |
| Depreciation | $31,182 | DepreciationAmt |
| Book Value | $16,771 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $16,771 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Contract assets | $784,836 |
| Other assets | |
| Right-of-use asset | $964,435 |
| Security deposits | $33,740 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,783,011 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Lease payable - current portion | $115,550 |
| Lease payable - long-term portion | $895,303 |
| Sublease deposits | $1,037 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,011,890 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $9,149,402 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $137,001 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$15,252 | OtherRevenueAmt |
| Revenue Not Reported | $121,749 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,027,653 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $9,027,653 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,838,427 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $8,838,427 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $8,838,427 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X : FIN48 Footnote | FormAndLineReferenceDesc |
| Explanation | The Internal Revenue Service and the California Franchise Tax Board have determined that the Organization is exempt from federal and state income taxes under IRC 501(c)(3) and California RTC 23701(d). The Organization has evaluated its current tax positions as of December 31, 2023 and is not aware of any significant uncertain tax positions for which a reserve would be necessary. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (21 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt |
|---|---|---|---|---|
| Aditya Potluri | ||||
| Senior Financial Consultant | $153,700 | $153,700 | ||
| Anthony Vega | ||||
| Managing Director - Research | $175,652 | $179,795 | $2,103 | $2,040 |
| Benjamin Creed | ||||
| Senior Financial Consultant | $153,553 | $153,553 | ||
| Blanca De La Cruz | ||||
| Managing Dir. Sustainable Housing | $153,717 | $173,968 | $9,241 | $11,010 |
| Chad Horsford | ||||
| Assoc. Dir. Financial Consulting | $166,943 | $181,650 | $5,427 | $9,280 |
| David Kiddoo | ||||
| Senior Dir. Financial Consulting | $206,932 | $229,971 | $7,433 | $15,606 |
| Diep Do | ||||
| Managing Dir. Financial Consulting | $218,024 | $252,020 | $8,375 | $25,621 |
| Jesse Ozanian | ||||
| Senior Financial Consultant | $153,572 | $153,572 | ||
| Laura Kobler | ||||
| Senior Dir. Financial Consulting | $215,634 | $252,698 | $10,214 | $26,850 |
| Lauren Maddock | ||||
| Senior Dir. Financial Consulting | $193,479 | $220,744 | $8,055 | $19,210 |
| Margaret MCGraw-Scherer | ||||
| Senior Dir. Financial Consulting | $201,289 | $241,549 | $10,133 | $30,127 |
| Mark Stivers | ||||
| Dir. of Legislative, Regulatory | $186,825 | $208,374 | $9,249 | $12,300 |
| Matthew Schwartz | ||||
| President & CEO | $260,900 | $299,282 | $10,812 | $27,570 |
| Mengxin Zhou | ||||
| Senior Financial Consultant | $169,600 | $185,828 | $7,745 | $8,483 |
| Michelle E Culter | ||||
| Assoc. Dir. Financial Consulting | $167,300 | $170,699 | $2,898 | $501 |
| Nicole Aispuro - Norori | ||||
| Senior Dir. Financial Consulting | $190,695 | $226,332 | $8,037 | $27,600 |
| Paul Beesemyer | ||||
| Managing Dir. Financial Consulting | $242,616 | $265,244 | $10,538 | $12,090 |
| Richard Mandel | ||||
| Managing Dir. Financial Consulting | $244,875 | $283,024 | $10,614 | $27,535 |
| Sherin Bennett | ||||
| Director Financial Consulting | $183,600 | $200,210 | $7,920 | $8,690 |
| Thai-An Ngo | ||||
| Senior Financial Consultant | $160,203 | $191,906 | $4,929 | $26,774 |
| Zorica Stancevic | ||||
| Senior Dir. Financial Consulting | $191,035 | $223,841 | $8,037 | $24,769 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, Line 11b | The 990 is shared with the full Board of Directors prior to filing with the IRS. TheBoard Chair and Board Treasurer carefully review the document prior to filing, thenreport back to the full Board their review and approval of the return. |
| Form 990, Part VI, Section B, Line 12c | Board members are required by the Fair Political Practices Commission to fileconflict of interest forms (Form 700) annually. |
| Form 990, Part VI, Section B, Line 15a | CEO compensation is decided biannually by Board committee based on comparable 990data, salary surveys, and staff and partner feedback on CEO performance. |
| Form 990, Part VI, Section B, Line 15b | Compensation for officers and key employees is based on comparable 990 data andsalary surveys to determine appropriate salary ranges for each position. |
| Form 990, Part VI, Section C, Line 19 | Available upon written or verbal request. |
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