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TALKINGPOINTS: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
TALKINGPOINTS (EIN 47-4616102)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-05-16
IRS object ID
202531369349302613
Schema version
2023v6.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-16T18:46:09-05:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN770051130PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ABBOTT STRINGHAM & LYNCHBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11901 S BASCOM AVE STE 105AddressLine1Txt
CityCAMPBELLCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95008ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN474616102EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TALKINGPOINTSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTALKBusinessNameControlTxt
Phone6194520341PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12021 FILLMORE STREET 2124AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94115ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHEEJAE LIMPersonNm
Person TitleCEOPersonTitleTxt
Phone6194520341PhoneNum
Signature2025-05-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHEBA B DALANEYPreparerPersonNm
PTINP00351252PTIN
Phone4083778700PhoneNum
Preparation2025-05-15PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerHEEJAE LIMPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12021 FILLMORE STREET 2124AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94115ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$18,582,070GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.TALKINGPTS.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2015FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionOUR MISSION IS TO DRIVE STUDENT SUCCESS BY UNLOCKING THE POTENTIAL OF FAMILIES TO FUEL THEIR CHILDREN'S LEARNING, ESPECIALLY IN UNDER-RESOURCED COMMUNITIES. WE DO THIS BY BUILDING MEANINGFUL CONNECTIONS BETWEEN SCHOOLS, TEACHERS AND FAMILIES THROUGH ACCESSIBLE TECHNOLOGY.ActivityOrMissionDesc
Voting Members Governing Body3VotingMembersGoverningBodyCnt
Voting Members Independent2VotingMembersIndependentCnt
Total Employee79TotalEmployeeCnt
Total Volunteers3TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$9,079,702PYContributionsGrantsAmt
CY Contributions Grants$11,558,564CYContributionsGrantsAmt
PY Program Service Revenue$5,587,106PYProgramServiceRevenueAmt
CY Program Service Revenue$6,683,963CYProgramServiceRevenueAmt
PY Investment Income$68,324PYInvestmentIncomeAmt
CY Investment Income$339,264CYInvestmentIncomeAmt
PY Other Revenue$10,455PYOtherRevenueAmt
CY Other Revenue$279CYOtherRevenueAmt
PY Total Revenue$14,745,587PYTotalRevenueAmt
CY Total Revenue$18,582,070CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$9,041,547PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$11,820,085CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$843,618CYTotalFundraisingExpenseAmt
PY Other Expenses$5,864,931PYOtherExpensesAmt
CY Other Expenses$7,011,437CYOtherExpensesAmt
PY Total Expenses$14,906,478PYTotalExpensesAmt
CY Total Expenses$18,831,522CYTotalExpensesAmt
PY Revenues Less Expenses-$160,891PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$249,452CYRevenuesLessExpensesAmt
Total Assets BOY$20,251,830TotalAssetsBOYAmt
Total Assets EOY$20,217,761TotalAssetsEOYAmt
Total Liabilities BOY$1,540,834TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,756,216TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$18,710,996NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$18,461,545NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionOUR MISSION IS TO DRIVE STUDENT SUCCESS BY UNLOCKING THE POTENTIAL OF FAMILIES TO FUEL THEIR CHILDREN'S LEARNING, ESPECIALLY IN UNDER-RESOURCED COMMUNITIES. WE DO THIS BY BUILDING MEANINGFUL CONNECTIONS BETWEEN SCHOOLS, TEACHERS AND FAMILIES THROUGH ACCESSIBLE TECHNOLOGY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$16,284,372ExpenseAmt
Revenue$6,684,242RevenueAmt
DescTALKINGPOINTS USES TECHNOLOGY TO SYSTEMATICALLY TACKLE BARRIERS BY EMPOWERING TEACHERS AND PARENTS TO BUILD STRONG PARTNERSHIPS, HELP SHIFT MINDSETS AND BUILD CAPACITY TO SUPPORT STUDENTS IN A SCALABLE, ACCESSIBLE, AND LOW-COST WAY.Desc
Total Program Service Expenses$16,284,372TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document53IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee79EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members3GoverningBodyVotingMembersCnt
Independent Voting Member2IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTXStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CRISSIE TUCKERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6194520341PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12021 FILLMORE STREET 2124AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94115ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
HEEJAE LIM
FOUNDER, CEO, AND BOARD CH40.00Yes (X)Yes (X)$303,709$0$12,600
TYLER COATS
TREASURER AND DIRECTOR0.00Yes (X)Yes (X)$0$0$0
DAN BRAGA
BOARD CHAIR AND DIRECTOR0.00Yes (X)Yes (X)$0$0$0
MAX POLANER
BOARD MEMBER0.00Yes (X)$0$0$0
CLAUDINE RYAN
COO/HEAD OF PRODUCT40.00Yes (X)$236,611$0$1,820
STEPHANIE KAUFMAN
HEAD OF PRODUCT40.00$286,700$0$9,905Yes (X)
ADAM CARRATHERS
ACCOUNT EXECUTIVE40.00$206,969$0$5,918Yes (X)
LAILA BRENNER
HEAD OF PHILANTHROPY40.00$238,107$0$2,338Yes (X)
DAVID GOLKIN
PRINCIPAL PRODUCT MANAGER40.00$217,403$0$2,100Yes (X)
LAUREN FOGEL
DIRECTOR OF PRODUCT MANAGEMENT40.00$196,464$0$7,207Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,685,963TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$41,888TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K39IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

FieldValueIRS element (for citing)
PersonBRUCE E LOVETTPersonNm

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line120287 MUSTOE PLACEAddressLine1Txt
CityASHBURNCityNm
State AbbreviationVAStateAbbreviationCd
ZIP20147ZIPCd
FieldValueIRS element (for citing)
ServicesMARKETINGServicesDesc
Compensation$257,730CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
All Other Contributions$11,558,564AllOtherContributionsAmt
Noncash Contributions$1,164,851NoncashContributionsAmt
Total Contributions$11,558,564TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescPROGRAM SERVICE FEESDesc
Business611710BusinessCd
Total Revenue Column$6,683,963TotalRevenueColumnAmt
Related Or Exempt Func Income$6,683,963RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$6,683,963TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$339,264TotalRevenueColumnAmt
Exclusion$339,264ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business900099BusinessCd
Total Revenue Column$279TotalRevenueColumnAmt
Related Or Exempt Func Income$279RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$279OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$18,582,070TotalRevenueColumnAmt
Related Or Exempt Func Income$6,684,242RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$339,264ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$589,200TotalAmt
Program Services$353,520ProgramServicesAmt
Management And General$58,920ManagementAndGeneralAmt
Fundraising$176,760FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$9,088,566TotalAmt
Program Services$7,759,631ProgramServicesAmt
Management And General$836,668ManagementAndGeneralAmt
Fundraising$492,267FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$338,934TotalAmt
Program Services$289,375ProgramServicesAmt
Management And General$31,201ManagementAndGeneralAmt
Fundraising$18,358FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,126,724TotalAmt
Program Services$873,615ProgramServicesAmt
Management And General$188,511ManagementAndGeneralAmt
Fundraising$64,598FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$676,661TotalAmt
Program Services$550,656ProgramServicesAmt
Management And General$86,154ManagementAndGeneralAmt
Fundraising$39,851FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$43,298TotalAmt
Management And General$43,298ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$170,474TotalAmt
Management And General$170,474ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$686,765TotalAmt
Program Services$530,784ProgramServicesAmt
Management And General$154,990ManagementAndGeneralAmt
Fundraising$991FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$125,842TotalAmt
Program Services$125,842ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$20,204TotalAmt
Program Services$18,391ProgramServicesAmt
Management And General$1,348ManagementAndGeneralAmt
Fundraising$465FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$697,786TotalAmt
Program Services$631,370ProgramServicesAmt
Management And General$58,970ManagementAndGeneralAmt
Fundraising$7,446FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$357,353TotalAmt
Program Services$317,389ProgramServicesAmt
Management And General$4,681ManagementAndGeneralAmt
Fundraising$35,283FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$206,079TotalAmt
Program Services$198,175ProgramServicesAmt
Management And General$6,250ManagementAndGeneralAmt
Fundraising$1,654FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$60,423TotalAmt
Program Services$60,423ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,557TotalAmt
Program Services$1,490ProgramServicesAmt
Management And General$2,067ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
PROGRAM DEVELOPMENT$4,491,383$4,490,383$1,000
STAFF DEVELOPMENT$72,217$37,817$3,789$30,611
DUES AND MEMBERSHIPS$38,459$7,914$1,156$29,389
BAD DEBT$37,597$37,597

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$18,831,522TotalAmt
Program Services$16,284,372ProgramServicesAmt
Management And General$1,703,532ManagementAndGeneralAmt
Fundraising$843,618FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$13,817,773BOYAmt
EOY$971,894EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,999,993BOYAmt
EOY$50,283EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,087,500BOYAmt
EOY$5,999,300EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$779,364BOYAmt
EOY$753,499EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$468,304BOYAmt
EOY$405,550EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$267,186LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$192,889LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$98,896BOYAmt
EOY$74,297EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$11,962,938EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$20,251,830BOYAmt
EOY$20,217,761EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$482,624BOYAmt
EOY$920,420EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,058,210BOYAmt
EOY$835,796EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,540,834BOYAmt
EOY$1,756,216EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$16,521,706BOYAmt
EOY$12,447,705EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,189,290BOYAmt
EOY$6,013,840EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$18,710,996BOYAmt
EOY$18,461,545EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$20,251,830BOYAmt
EOY$20,217,761EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$249,452ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$1OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

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$4,622,404CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,426,466CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$14,623,682CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,079,702CurrentTaxYearMinus1YearAmt
Current Tax Year$11,558,564CurrentTaxYearAmt
Total$43,310,818TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,622,404CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,426,466CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$14,623,682CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,079,702CurrentTaxYearMinus1YearAmt
Current Tax Year$11,558,564CurrentTaxYearAmt
Total$43,310,818TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$16,073,940SubstantialContributorsTotAmt
Public Support Total170$27,236,878PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$13,832CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,794CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,094CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$68,324CurrentTaxYearMinus1YearAmt
Current Tax Year$339,264CurrentTaxYearAmt
Total$435,308TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,901CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$805CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$30,756CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,455CurrentTaxYearMinus1YearAmt
Current Tax Year$279CurrentTaxYearAmt
Total$48,196TotalAmt
FieldValueIRS element (for citing)
Total Support$43,794,322TotalSupportAmt
Gross Receipts Rltd Activities$19,606,743GrossReceiptsRltdActivitiesAmt
Public Support CY1700.62190PublicSupportCY170Pct
Public Support PY1700.70940PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

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 D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$267,186OtherCostOrOtherBasisAmt
Depreciation$192,889DepreciationAmt
Book Value$74,297BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$74,297TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescTEASURY BOND ETFDesc
Book Value$11,962,938BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$11,962,938TotalBookValueSecuritiesAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$18,582,070TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$18,582,070RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$18,582,070TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$18,831,521TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$18,831,521ExpensesSubtotalAmt
Other Expenses Not Included$1OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$1ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$18,831,522TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:THE ORGANIZATION IS A NONPROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS EXEMPT FROM STATE TAX UNDER STATE OF CALIFORNIA REVENUE AND TAXATION CODE, WHEREBY ONLY UNRELATED BUSINESS INCOME IS SUBJECT TO FEDERAL AND STATE INCOME TAX. SINCE ALL OF THE ORGANIZATION'S INCOME IS RELATED TO ITS EXEMPT PURPOSE, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(I) AND 170(B)(A)(VI) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION HAS ADOPTED THE ACCOUNTING STANDARD RELATED TO UNCERTAINTIES IN INCOME TAXES. THE ORGANIZATION EVALUATES UNCERTAIN TAX POSITIONS THROUGH ITS REVIEW OF THE SOURCE OF REVENUE TO IDENTIFY UNRELATED BUSINESS INCOME AND CERTAIN OTHER MATTERS, INCLUDING THOSE WHICH MAY AFFECT ITS TAX EXEMPT STATUS. THE ORGANIZATION HAS NO UNRECOGNIZED TAX BENEFITS AS OF JUNE 30, 2024. MANAGEMENT BELIEVES THEIR ESTIMATES RELATED TO INCOME TAX UNCERTAINTIES ARE APPROPRIATE BASED ON THE CURRENT FACTS AND CIRCUMSTANCES. THE ORGANIZATION'S FEDERAL RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) FOR THE YEARS ENDED DECEMBER 31, 2021 AND AFTER, ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY ARE FILED. THE ORGANIZATION'S STATE RETURN FOR THE YEARS ENDED DECEMBER 31, 2020 AND AFTER, COULD BE SUBJECT TO EXAMINATION BY STATE TAXING AUTHORITIES, GENERALLY FOR FOUR YEARS AFTER THEY ARE FILED.
PART XII, LINE 4B - OTHER ADJUSTMENTS:ROUNDING

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
HEEJAE LIM
FOUNDER, CEO, AND BOARD CH$303,709$0$0$0$0$0$12,600$0$0$0$316,309$0$0$0
STEPHANIE KAUFMAN
HEAD OF PRODUCT$286,700$0$0$0$0$0$9,905$0$0$0$296,605$0$0$0
LAILA BRENNER
HEAD OF PHILANTHROPY$238,107$0$0$0$0$0$2,338$0$0$0$240,445$0$0$0
CLAUDINE RYAN
COO/HEAD OF PRODUCT$236,611$0$0$0$0$0$1,820$0$0$0$238,431$0$0$0
DAVID GOLKIN
PRINCIPAL PRODUCT MANAGER$217,403$0$0$0$0$0$2,100$0$0$0$219,503$0$0$0
ADAM CARRATHERS
ACCOUNT EXECUTIVE$206,969$0$0$0$0$0$5,918$0$0$0$212,887$0$0$0
LAUREN FOGEL
DIRECTOR OF PRODUCT MANAGEMENT$196,464$0$0$0$0$0$7,207$0$0$0$203,671$0$0$0

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$988,851NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescSOFTWARE HOSTINGDesc
Contribution2ContributionCnt
Noncash Contributions Rpt F990$176,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationNUMBER OF CONTRIBUTORS IS LISTEDExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BFORM 990 IS PREPARED BY AN OUTSIDE TAX PROFESSIONAL. THE FORM IS THEN REVIEWED BY THE ORGANIZATION'S MANAGEMENT AND A MEMBER OF THE BOARD OF DIRECTORS. AFTER A FULL REVIEW, THE FINAL VERSION OF THE TAX RETURN IS PROVIDED TO ALL MEMBERS OF THE ORGANIZATION'S VOTING BODY. A REPRESENTATIVE OF MANAGEMENT AUTHORIZES THE FINAL FORM 990 WHICH IS THEN E-FILED WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12CREVIEW OF PROCUREMENT AND REVENUE CONTRACTS FOR A POTENTIAL CONFLICT OF INTEREST BY CONTROLLER, REVIEW OF EMPLOYMENT AND CONTRACTOR AGREEMENTS BY HR MANAGER.
FORM 990, PART VI, SECTION B, LINE 15EXTENSIVE BENCHMARKING AGAINST PEER ORGANIZATIONS COMPLETED BY HR DEPARTMENT, EXECUTIVE COMPENSATION REVIEWED AND APPROVED BY BOARD.
FORM 990, PART VI, SECTION C, LINE 19INFORMATION IS AVAILABLE ON THE WEBSITE ABOUT HOW TO REQUEST GOVERNING DOCUMENTS.
FORM 990, PART XI, LINE 9:ROUNDING 1.
FORM 990, PART XII, LINE 2C:THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.

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