TRANSFORMING THE BAY WITH CHRIST: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- TRANSFORMING THE BAY WITH CHRIST (EIN 46-5215702)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-03
- IRS object ID
- 202311239349300941
- Schema version
- 2021v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-03T10:30:19-04:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOZO CONSULTING | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 573 PALO ALTO AVENUE | AddressLine1Txt |
| City | MOUNTAIN VIEW | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94041 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 465215702 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRANSFORMING THE BAY WITH CHRIST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TRAN | BusinessNameControlTxt |
| Phone | 4152794862 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 660 SACRAMENTO WAY | AddressLine1Txt |
| City | HOLLISTER | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95023 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAT GELSINGER | PersonNm |
| Person Title | PRES/CHAIR/DIRECTOR | PersonTitleTxt |
| Phone | 4152794862 | PhoneNum |
| Signature | 2023-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PAT | PersonFirstNm |
| Person Last | GELSINGER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSHUA M CANTWELL | PreparerPersonNm |
| PTIN | P01498460 | PTIN |
| Phone | 6509067272 | PhoneNum |
| Preparation | 2023-05-03 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PAT GELSINGER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 660 SACRAMENTO WAY | AddressLine1Txt |
| City | HOLLISTER | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95023 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,121,313 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.TBC.CITY | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2014 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | OUR MISSION IS TO CATALYZE A HOLISTIC GOSPEL MOVEMENT IN THE BAY AREA THAT RESULTS IN SPIRITUAL AND SOCIETAL TRANSFORMATION. SPIRITUAL TRANSFORMATION IS THE RESULT OF AN INCREASING NUMBER OF PEOPLE LOVING GOD WITH ALL THEIR HEART, SOUL, MIND, AND STRENGTH; SOCIETAL TRANSFORMATION IS THE RESULT OF AN INCREASING NUMBER OF PEOPLE LOVING THEIR NEIGHBOR AS THEMSELVES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Total Volunteers | 8 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $982,562 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,088,993 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,500 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $29,250 | CYProgramServiceRevenueAmt |
| PY Investment Income | $339 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,070 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $987,401 | PYTotalRevenueAmt |
| CY Total Revenue | $1,121,313 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,010 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $889,504 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $811,615 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $45,562 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $160,478 | PYOtherExpensesAmt |
| CY Other Expenses | $251,191 | CYOtherExpensesAmt |
| PY Total Expenses | $1,052,992 | PYTotalExpensesAmt |
| CY Total Expenses | $1,062,806 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$65,591 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $58,507 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $148,916 | TotalAssetsBOYAmt |
| Total Assets EOY | $455,908 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $47,787 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $296,272 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $101,129 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $159,636 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | OUR MISSION IS TO CATALYZE A HOLISTIC GOSPEL MOVEMENT IN THE BAY AREA THAT RESULTS IN SPIRITUAL AND SOCIETAL TRANSFORMATION. SPIRITUAL TRANSFORMATION IS THE RESULT OF AN INCREASING NUMBER OF PEOPLE LOVING GOD WITH ALL THEIR HEART, SOUL, MIND, AND STRENGTH; SOCIETAL TRANSFORMATION IS THE RESULT OF AN INCREASING NUMBER OF PEOPLE LOVING THEIR NEIGHBOR AS THEMSELVES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $787,520 | ExpenseAmt |
| Revenue | $29,250 | RevenueAmt |
| Desc | IN FISCAL YEAR 2021-2022, TBC MADE HUGE STRIDES AND ACCOMPLISHED THE FOLLOWING: TBC BOARD ACTIVITIES - QUARTERLY MEETINGS WITH TBC CABINET; MONTHLY EMAIL UPDATES. UNIFY - UNIFY CURRENTLY SUPPORTS OVER 30 NETWORKS AND WE ARE EXPANDING. OUR NETWORKS WERE ABLE TO MEET IN PERSON AGAIN AND THEY ARE GETTING BACK TO REGULAR RHYTHMS OF MEETING TOGETHER. UNIFY HAS CONITUNED A COMMUNICATIONS PIPELINE FOR OUR NETWORK LEADERS BY WAY OF A SEMI-WEEKLY EMAIL CALLED "3 MINUTES WITH TBC" UNIFY CURATED OUR SPRING CONFERENCE IN ESTES PARK FOR NETWORK LEADERS AND KEY PASTORS WITH OVER 40 LEADERS. UNIFY IS PLANNING FOR AND CREATING THE FOUNDATION OF A FALL 2023 BAY AREA WIDE CATALYTIC FALL EXPERIENCE CALLED EXPLORE GOD- OUR GOAL IS THAT AT LEAST 200 CHURCHES PARTICIPATE IN THIS 8 WEEK MESSAGE SERIES WHICH COVERS KEY QUESTIONS IN THE HEARTS AND ON THE MINDS OF UNCHURCHED PEOPLE. THE SERIES BRINGS TOGETHER ALL THREE TBC VALUES AND WILL MIRROR THE SCOPE OF WHAT WAS TO BE "FESTIVAL OF THOUGHT" BUT ALLOWING THE LOCAL CHURCH TO BE THE EVANGELISTIC, SERVING AND DISCIPLESHIP HUB OF THIS OUTREACH. AMPLIFY - CONNECTING CARE PORTAL, A PLATFORM THAT CONNECTS FOSTER CARE AGENCIES AND NEEDS TO CHURCHES THAT WOULD LIKE TO SERVE, TO BAY AREA CHURCHES. HELPING TO LEAD A POVERTY ALLEVIATION COALITION IN THE SOUTH BAY. WORKING IN SAN FRANCISCO AND SANTA CRUZ TO CONNECT CHURCHES AND NON-PROFIT ORGANIZATIONS SERVING THE UNHOUSED TO DO SOMETHING COLLABORATIVELY FOR THE UNHOUSED IN THEIR REGIONS. RESOURCING CHURCHES LOOKING TO SERVE INCOMING AFGHAN REFUGEES WITH SUPPORT LIKE HOSTING, DRIVING, FURNITURE DONATIONS, ESL CLASSES, ETC. CONTINUED CONNECTING WITH FEMALE SENIOR PASTORS IN THE BAY AREA FOR THE PURPOSES OF RELATIONAL CONNECTEDNESS, SOUL CARE, AND ONGOING RESOURCING. HOSTING MONTHLY CONVERSATIONS THAT MATTER-ONLINE GATHERINGS OF BAY AREA LEADERS OF FAITH FOR THE PURPOSES OF BUILDING RELATIONSHIPS, LEARNING, AND COLLABORATING, ALL IN THE PURSUIT OF DEEPER IMPACT FOR THE KINGDOM OF GOD. TOPICS HAVE INCLUDED; RESILIENT LEADERSHIP, FEMALE CHURCH LEADERSHIP, THE EMOTIONALLY HEALTHY LEADER, AND EMERGING FROM COVID. MULTIPLY - WE REWORKED THE STARTUP GRANT PROGRAM TO DEVELOP THREE TRACKS FOR DIFFERENT CHURCH PLANT MODELS. WE DID A FAITH & WORK "CONVERSATIONS THAT MATTER" WITH DAVID GILL, DENISE YOHN, AND ANDREW HOFFMAN. WE HOSTED THOUGHT-LEADER ANDY CROUCH FOR A SERIES OF EVENTS, INCLUDING CONVERSATIONS WITH PASTORS IN MARIN, SOUTH BAY, AND SF, AS WELL AS THE DINNER AT TRAE STEPHENS HOME. WE ARE BUILDING OUT A NETWORK OF TRUSTED RELATIONSHIPS AMONG MARKETPLACE LEADERS IN THE BAY AREA. THE GIS PROJECT PROPOSAL RECEIVED A GRANT FROM THE PINETOPS FOUNDATION. WE BUILT GREAT RELATIONSHIPS WITH LEN TANG AT FULLER AND DANIEL YANG AT WHEATON AND THEY ARE BOTH EXCITED FOR THE PROJECT. THE DATA SCRAPE AND THE EMERGING FROM COVID SURVEY ARE THE KINDS OF PROJECTS THAT HELP US TO BETTER ENGAGE THE ECOSYSTEM IN THE BAY AREA. | Desc |
| Total Program Service Expenses | $787,520 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | 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 | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | 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 | Yes (true) | 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 | 11 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 6 | 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 |
| 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOZO CONSULTING | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6509067272 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 660 SACRAMENTO WAY | AddressLine1Txt |
| City | HOLLISTER | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95023 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| NANCY ORTBERG | |||||||
| EXECUTIVE DI | 40.00 | Yes (X) | $202,355 | $0 | $32,708 | ||
| JON KURTH | |||||||
| MULTIPLY DIR | 40.00 | $112,275 | $0 | $104,304 | Yes (X) | ||
| VERONICA PENATE | |||||||
| AMPLIFY DIRE | 40.00 | $113,738 | $0 | $6,064 | Yes (X) | ||
| SUSHIL CHACKO | |||||||
| DIRECTOR/TRE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| STEVE CLIFFORD | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| KEVIN COMPTON | |||||||
| SECRETARY/DI | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| PAT GELSINGER | |||||||
| PRES/CHAIR/D | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| HURMON HAMILTON | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| KEVIN PALAU | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| LIP-BU TAN | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| PETER WAGNER | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $428,368 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $143,076 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $1,088,993 | AllOtherContributionsAmt |
| Noncash Contributions | $206,984 | NoncashContributionsAmt |
| Total Contributions | $1,088,993 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | HONORARIUMS | Desc |
| Business | 611430 | BusinessCd |
| Total Revenue Column | $29,250 | TotalRevenueColumnAmt |
| Exclusion | $29,250 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $29,250 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,070 | TotalRevenueColumnAmt |
| Exclusion | $3,070 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,121,313 | TotalRevenueColumnAmt |
| Exclusion | $32,320 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $234,973 | TotalAmt |
| Program Services | $152,733 | ProgramServicesAmt |
| Management And General | $58,743 | ManagementAndGeneralAmt |
| Fundraising | $23,497 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $439,870 | TotalAmt |
| Program Services | $367,045 | ProgramServicesAmt |
| Management And General | $61,748 | ManagementAndGeneralAmt |
| Fundraising | $11,077 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,338 | TotalAmt |
| Program Services | $13,859 | ProgramServicesAmt |
| Management And General | $3,436 | ManagementAndGeneralAmt |
| Fundraising | $1,043 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,537 | TotalAmt |
| Program Services | $75,015 | ProgramServicesAmt |
| Management And General | $16,892 | ManagementAndGeneralAmt |
| Fundraising | $4,630 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,897 | TotalAmt |
| Program Services | $16,423 | ProgramServicesAmt |
| Management And General | $4,379 | ManagementAndGeneralAmt |
| Fundraising | $1,095 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,500 | TotalAmt |
| Management And General | $43,500 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,343 | TotalAmt |
| Program Services | $49,143 | ProgramServicesAmt |
| Management And General | $19,200 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $780 | TotalAmt |
| Program Services | $585 | ProgramServicesAmt |
| Management And General | $156 | ManagementAndGeneralAmt |
| Fundraising | $39 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,455 | TotalAmt |
| Program Services | $13,123 | ProgramServicesAmt |
| Management And General | $3,465 | ManagementAndGeneralAmt |
| Fundraising | $867 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,145 | TotalAmt |
| Program Services | $859 | ProgramServicesAmt |
| Management And General | $229 | ManagementAndGeneralAmt |
| Fundraising | $57 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,876 | TotalAmt |
| Program Services | $6,750 | ProgramServicesAmt |
| Management And General | $8,438 | ManagementAndGeneralAmt |
| Fundraising | $1,688 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,076 | TotalAmt |
| Program Services | $3,076 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,739 | TotalAmt |
| Program Services | $69,739 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,430 | TotalAmt |
| Program Services | $3,101 | ProgramServicesAmt |
| Management And General | $886 | ManagementAndGeneralAmt |
| Fundraising | $443 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,827 | TotalAmt |
| Program Services | $1,979 | ProgramServicesAmt |
| Management And General | $565 | ManagementAndGeneralAmt |
| Fundraising | $283 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| STAFF DEVELOPMENT | $11,412 | $8,559 | $2,282 | $571 |
| BOOKS AND SUBSCRIPTIONS | $6,165 | $3,082 | $3,083 | |
| SUPPLIES & MATERIALS | $5,443 | $2,449 | $2,722 | $272 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,062,806 | TotalAmt |
| Program Services | $787,520 | ProgramServicesAmt |
| Management And General | $229,724 | ManagementAndGeneralAmt |
| Fundraising | $45,562 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,462 | BOYAmt |
| EOY | $439,504 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,708 | BOYAmt |
| EOY | $6,763 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $31,190 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $21,549 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,746 | BOYAmt |
| EOY | $9,641 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,916 | BOYAmt |
| EOY | $455,908 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,787 | BOYAmt |
| EOY | $46,272 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $250,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,787 | BOYAmt |
| EOY | $296,272 | 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 | $101,129 | BOYAmt |
| EOY | $159,636 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,129 | BOYAmt |
| EOY | $159,636 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,916 | BOYAmt |
| EOY | $455,908 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $58,507 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| 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 | $1,425,528 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,149,692 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $915,804 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $982,562 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,088,993 | CurrentTaxYearAmt |
| Total | $5,562,579 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,425,528 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,149,692 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $915,804 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $982,562 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,088,993 | CurrentTaxYearAmt |
| Total | $5,562,579 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,102,287 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,460,292 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $921 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $63 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | -$3,916 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $339 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,070 | CurrentTaxYearAmt |
| Total | $477 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $28,250 | CurrentTaxYearAmt |
| Total | $28,250 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $5,591,306 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $160,341 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.44000 | PublicSupportCY170Pct |
| Public Support PY170 | 0.37990 | 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 D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $31,190 | OtherCostOrOtherBasisAmt |
| Depreciation | $21,549 | DepreciationAmt |
| Book Value | $9,641 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $9,641 | TotalBookValueLandBuildingsAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount |
|---|---|---|---|---|---|
| NANCY ORTBERG | |||||
| EXECUTIVE DIRECTOR | $202,355 | $8,094 | $24,614 | $235,063 | |
| JON KURTH | |||||
| MULTIPLY DIRECTOR | $110,775 | $4,491 | $99,813 | $216,579 | $1,500 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PAGE 1, PART I, LINE 1A | A HOUSING ALLOWANCE WAS PAID TO JON KURTH, AND TO NO OTHER EMPLOYEES LISTED ON THE CORE FORM PART VII. THE HOUSING ALLOWANCE IS FEDERAL AND STATE INCOME TAX FREE COMPENSATION. MEDICARE PREMIUMS FOR PARTS B AND D ARE GROSSED UP AND PAID OUT TO NANCY ORTBERG IN ORDER TO BE CONSISTENT WITH THE INTERNAL REVENUE CODE AND TAXABILITY OF CERTAIN PORTIONS OF MEDICARE PREMIUMS. |
| SCHEDULE J, PAGE 1, PART I, LINE 7 | THE BOARD DISCRESIONARILY PAYS OUT ANNUAL CHRISTMAS BONUSES TO STAFF. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $206,984 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | PUBLIC STOCK EXCHANGE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | OUR MISSION IS TO CATALYZE A HOLISTIC GOSPEL MOVEMENT IN THE BAY AREA THAT RESULTS IN SPIRITUAL AND SOCIETAL TRANSFORMATION. SPIRITUAL TRANSFORMATION IS THE RESULT OF AN INCREASING NUMBER OF PEOPLE LOVING GOD WITH ALL THEIR HEART, SOUL, MIND, AND STRENGTH; SOCIETAL TRANSFORMATION IS THE RESULT OF AN INCREASING NUMBER OF PEOPLE LOVING THEIR NEIGHBOR AS THEMSELVES. |
| FORM 990, PAGE 1, PART I, LINE 6 | BOARD AND OFFICERS ARE VOLUNTEER. |
| FORM 990, PAGE 2, PART III, LINE 4A | IN FISCAL YEAR 2021-2022, TBC MADE HUGE STRIDES AND ACCOMPLISHED THE FOLLOWING: TBC BOARD ACTIVITIES - QUARTERLY MEETINGS WITH TBC CABINET; MONTHLY EMAIL UPDATES. UNIFY - UNIFY CURRENTLY SUPPORTS OVER 30 NETWORKS AND WE ARE EXPANDING. OUR NETWORKS WERE ABLE TO MEET IN PERSON AGAIN AND THEY ARE GETTING BACK TO REGULAR RHYTHMS OF MEETING TOGETHER. UNIFY HAS CONITUNED A COMMUNICATIONS PIPELINE FOR OUR NETWORK LEADERS BY WAY OF A SEMI-WEEKLY EMAIL CALLED "3 MINUTES WITH TBC" UNIFY CURATED OUR SPRING CONFERENCE IN ESTES PARK FOR NETWORK LEADERS AND KEY PASTORS WITH OVER 40 LEADERS. UNIFY IS PLANNING FOR AND CREATING THE FOUNDATION OF A FALL 2023 BAY AREA WIDE CATALYTIC FALL EXPERIENCE CALLED EXPLORE GOD- OUR GOAL IS THAT AT LEAST 200 CHURCHES PARTICIPATE IN THIS 8 WEEK MESSAGE SERIES WHICH COVERS KEY QUESTIONS IN THE HEARTS AND ON THE MINDS OF UNCHURCHED PEOPLE. THE SERIES BRINGS TOGETHER ALL THREE TBC VALUES AND WILL MIRROR THE SCOPE OF WHAT WAS TO BE "FESTIVAL OF THOUGHT" BUT ALLOWING THE LOCAL CHURCH TO BE THE EVANGELISTIC, SERVING AND DISCIPLESHIP HUB OF THIS OUTREACH. AMPLIFY - CONNECTING CARE PORTAL, A PLATFORM THAT CONNECTS FOSTER CARE AGENCIES AND NEEDS TO CHURCHES THAT WOULD LIKE TO SERVE, TO BAY AREA CHURCHES. HELPING TO LEAD A POVERTY ALLEVIATION COALITION IN THE SOUTH BAY. WORKING IN SAN FRANCISCO AND SANTA CRUZ TO CONNECT CHURCHES AND NON-PROFIT ORGANIZATIONS SERVING THE UNHOUSED TO DO SOMETHING COLLABORATIVELY FOR THE UNHOUSED IN THEIR REGIONS. RESOURCING CHURCHES LOOKING TO SERVE INCOMING AFGHAN REFUGEES WITH SUPPORT LIKE HOSTING, DRIVING, FURNITURE DONATIONS, ESL CLASSES, ETC. CONTINUED CONNECTING WITH FEMALE SENIOR PASTORS IN THE BAY AREA FOR THE PURPOSES OF RELATIONAL CONNECTEDNESS, SOUL CARE, AND ONGOING RESOURCING. HOSTING MONTHLY CONVERSATIONS THAT MATTER-ONLINE GATHERINGS OF BAY AREA LEADERS OF FAITH FOR THE PURPOSES OF BUILDING RELATIONSHIPS, LEARNING, AND COLLABORATING, ALL IN THE PURSUIT OF DEEPER IMPACT FOR THE KINGDOM OF GOD. TOPICS HAVE INCLUDED; RESILIENT LEADERSHIP, FEMALE CHURCH LEADERSHIP, THE EMOTIONALLY HEALTHY LEADER, AND EMERGING FROM COVID. MULTIPLY - WE REWORKED THE STARTUP GRANT PROGRAM TO DEVELOP THREE TRACKS FOR DIFFERENT CHURCH PLANT MODELS. WE DID A FAITH & WORK "CONVERSATIONS THAT MATTER" WITH DAVID GILL, DENISE YOHN, AND ANDREW HOFFMAN. WE HOSTED THOUGHT-LEADER ANDY CROUCH FOR A SERIES OF EVENTS, INCLUDING CONVERSATIONS WITH PASTORS IN MARIN, SOUTH BAY, AND SF, AS WELL AS THE DINNER AT TRAE STEPHENS HOME. WE ARE BUILDING OUT A NETWORK OF TRUSTED RELATIONSHIPS AMONG MARKETPLACE LEADERS IN THE BAY AREA. THE GIS PROJECT PROPOSAL RECEIVED A GRANT FROM THE PINETOPS FOUNDATION. WE BUILT GREAT RELATIONSHIPS WITH LEN TANG AT FULLER AND DANIEL YANG AT WHEATON AND THEY ARE BOTH EXCITED FOR THE PROJECT. THE DATA SCRAPE AND THE EMERGING FROM COVID SURVEY ARE THE KINDS OF PROJECTS THAT HELP US TO BETTER ENGAGE THE ECOSYSTEM IN THE BAY AREA. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE BOARD HAS THE RESPONSIBILITY FOR REVIEWING THE ORGANIATION'S FORM 990 (INCLUDING ALL PERTINENT SCHEDULES) BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. A DRAFT OF THE FORM 990 IS READY FOR REVIEW BY THE BOARD NO LATER THAN A WEEK PRIOR TO THE FILING DEADLINE. AFTER THE DRAFT OF THE FORM 990 HAS BEEN OBTAINED BY THE BOARD, THEY WILL HAVE NO MORE THAN A WEEK TO COMPLETE THEIR REVIEW. IN CONDUCTING THEIR REVIEW OF THE DRAFT OF THE FORM 990, THE BOARD CONDUCTS A TOP-LEVEL OR BIG-PICTURE TYPE OF REVIEW. HOWEVER, IF THE BOARD DEEMS IT NECESSARY TO CONDUCT A MORE DETAILED REVIEW OF THE FORM 990, THEN THEY CONTACT THE PREPARER OF THE FORM 990 TO REQUESET COPIES OF THE RELEVANT DETAILED TAX RETURN WORKPAPERS WHICH THEY WOULD LIKE TO SEE. ONCE THE BOARD HAS COMPLETED ITS INITIAL REVIEW OF THE FORM 990, A MEETING OR CONFERENCE CALL IS SCHEDULED WITH THE PREPARER OF THE FORM 990 TO DISCUSS ANY QUESTIONS, COMMENTS, AND SUGGESTED REVISIONS IDENTIFIED BY THE BOARD. THE PREPARER OF THE FORM 990 MAKES ANY REVISIONS TO THE FORM 990 AS SOON AS FEASIBLY POSSIBLE TO ENSURE THAT THE FORM 990 IS FILED WITH THE INTERNAL REVENUE SERVICE ON A TIMELY BASIS. ALL QUESTIONS, COMMENTS, AND SUGGESTED REVISIONS SET FORTH BY THE BOARD ARE DOCUMENDED, ALONG WITH ANY RESPONSES FROM THE PREPARER OF THE FORM 990, IF APPLICABLE. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THERE WERE NO INSTANCES OF THE ORGANIZATION HAVING TO ENFORCE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. THE BOARD OF DIRECTORS AND OFFICERS PREPARE AN ANNUAL DISCLOSURE OF ANY POSSIBLE CONFLICTS OF INTEREST. THESE DISCLOSURES ARE REVIEWED BY THE ORGANIZATION'S MANAGEMENT TEAM, AND SHOULD ANY DISCLOSURE JUSTIFY FURTHER DISCUSSION/DETERMINATION, THE FULL BOARD WOULD VOTE ON THE TRANSACTION WITHOUT THE BOARD MEMBMER OR OFFICER PRESENT FOR THE DELIBERATION. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE BOARD RELIES ON COMPARABILITY DATA TO DETERMINE AND APPROVE THE COMPENSATION OF THE EXECUTIVE DIRECTOR. THE BOARD UTILIZES RESOURCES SUCH AS SIMILARY SITUATED EXEMPT ORGANIZATIONS IN THEIR AREAS TO BENCHMARK PAY ALONG WITH MARKET INFORMATION FROM OTHER EXEMPT ORGANIZATIONS AND FOR- PROFIT ORGANIZATIONS TO ASSESS THE COMPETITIVENESS AND REASONABLIESS OF THE COMPENSATION. ONCE A DECISION HAS BEEN MADE, A VOTE IS TAKEN FOR APPROVAL BY THE BOARD. RECUSAL OF THE INDIVIDUALS WHOSE COMPENSATION IS BEING DETERMINED IS MANDATORY. A SIMILAR PROCESS IS IN PLACE FOR DETERMINING COMPENSATION OF THE OTHER KEY EMPLOYEES, IF ANY. |
| FORM 990, PAGE 6, PART VI, LINE 15B | THE ORGANIZATION UTILIZES COMPENSATION SURVEYS TO DETERMINE A REASONABLE RANGE OF COMPENSATION FOR KEY EMPLOYEES. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE FOLLOWING ORGANIZATIONAL DOCUMENTS ARE AVAILABLE (FOR INSPECTION OR COPYING) AT THE ORGANIZATION'S MAIN OFFICE DURING NORMAL BUSINESS HOURS AT NO CHARGE: -TAX EXEMPTION APPLICATION (FORM 1023) -INTERNAL REVENUE SERVICE DETERMINATION LETTER -ARTICLES OF INCORPORATION -BY-LAWS THE PUBLIC INSPECTION COPY OF THE ORGANIZATION'S FORM 990 AND FORM 990-T, FROM THE PREVIOUS THREE YEARS (AT A MINIMUM), WILL BE AVAILABLE (FOR INSPECTION OR COPYING) AT THE ORGANIZATION'S MAIN OFFICE DURING NORMAL BUSINESS HOURS AT NO CHARGE, IF APPLICABLE. THE PUBLIC INSPECTION COPY OF THE FORM 990 WILL NOT INCLUDE THE SCHEDULE OF SCHEDULE A EXCESS CONTRIBUTORS OR THE SCHEDULE B NAMES AND ADDRESSES OF CONTRIBUTORS. THE ORGANIZATION WILL MAKE BEST EFFORTS TO ENSURE THAT THE FORMS 990 AND 990-T HELD AT THEIR MAIN OFFICE ARE THE MOST UPDATED VERSIONS OF SUCH. FOR EXAMPLE, IN THE INSTANCE WHERE A FORM 990 HAS BEEN AMENDED, THE AMENDED VERSION OF THE FORM 990 OR FORM 990-T WILL BE THE ONE AVAILABLE FOR PUBLIC INSPECTION. WHEN RESPONDING TO A PUBLIC INSPECTION REQUEST FOR ANY ORGANIZATIONAL DOCUMENT OR FORM 990 (INCLUDING FORM 990-T) BY ANYONE, THE ORGANIZATION FULFILLS SUCH REQUEST IN A TIMELY FASHION WITHOUT INQUIRING AS TO THE REASON FOR THE PUBLIC INSPECTION REQUEST. THE FOLLOWING OTHER DOCUMENT (MOST UPDATED VERSIONS) IS MADE AVAILABLE FOR INSPECTION OR COPYING) AT THE ORGANIZATION'S MAIN OFFICE DURING NORMAL BUSINESS HOURS AT NO CHARGE: -CONFLICT OF INTEREST POLICY |
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