2021-08-23T16:18:05-05:00 2020-12-31 946214841 ARMANINO LLP 50 W SAN FERNANDO ST STE 500 SAN JOSE CA 95113 990 2020-01-01 770090129 PEOPLE ACTING IN COMMUNITY TOGETHER INC PEOP 4089988001 1100 SHASTA AVE NO 210 SAN JOSE CA 95126 REV RAY MONTGOMERY EXECUTIVE DIRECTOR 4089988001 2021-08-13 1 REV RAY MONTGOMERY 999009999 MATTHEW PETROSKI P00853132 4082006400 2021-08-13 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z REV RAY MONTGOMERY 1100 SHASTA AVE NO 210 SAN JOSE CA 95126 746163 0 X WWW.PACTSJ.ORG X 1985 CA TO EMPOWER EVERY DAY PEOPLE TO CREATE A MORE HEALTHY AND JUST SOCIETY. 11 11 10 300 0 0 774264 724423 26667 537 34817 19853 37086 -13599 872834 731214 100321 0 0 0 664672 647898 15000 0 69377 244355 172218 1024348 820116 -151514 -88902 1875547 1910932 49397 173684 1826150 1737248 X THE MISSION OF PEOPLE ACTING IN COMMUNITY TOGETHER, INC. ("PACT OR THE ORGANIZATION") IS TO EMPOWER EVERYDAY PEOPLE TO CREATE A MORE JUST COMMUNITY. FOUNDED IN EASTSIDE AND DOWNTOWN SAN JOSE, AND INCORPORATED IN THE STATE OF CALIFORNIA IN 1985, [SEE SCH O] 0 0 121731 119 THE ORGANIZATION PROVIDES LEADERSHIP DEVELOPMENT TRAINING TO ENABLE PEOPLE FROM DIVERSE BACKGROUNDS TO WORK TOGETHER TO SOLVE PRESSING SOCIAL PROBLEMS THROUGH COMMUNITY ORGANIZING. THE ORGANIZATION'S VOLUNTEER, GRASSROOTS LEADERS DETERMINE THE PRIORITY ISSUES TO WORK ON TO CREATE A MORE JUST COMMUNITY AND FULFILL THE VISION OF ECONOMIC AND RACIAL EQUALITY.IMMIGRATION: THE ORGANIZATION ORGANIZES FOR LOCAL, STATE, AND FEDERAL POLICIES AND RESOURCES THAT VALUE THE CONTRIBUTIONS OF IMMIGRANTS, RESPOND TO THE NEEDS OF IMMIGRANTS, AND PROTECT FAMILY UNITY. THE ORGANIZATION ALSO PROVIDES KNOW YOUR RIGHTS TRAINING FOR IMMIGRANTS AND ORGANIZES CONGREGATIONS AND ALLY COMMUNITY MEMBERS TO ACT IN SOLIDARITY WITH UNDOCUMENTED IMMIGRANTS WHO ARE UNDER THREAT OF DEPORTATION. THE ORGANIZATION'S VISION IS A WELCOMING COMMUNITY WITH OPPORTUNITIES FOR DIGNITY FOR ALL AND FEDERAL IMMIGRATION REFORM WITH AN INCLUSIVE PATHWAY TO CITIZENSHIP FOR 11 MILLION ASPIRING AMERICANS. 133085 130 CIVIC ENGAGEMENT: THE ORGANIZATION ORGANIZES FOR CIVIC ENGAGEMENT AND VOTER EDUCATION, CONDUCTING LISTENING CAMPAIGNS TO ENGAGE MORE COMMUNITY MEMBERS, DOING BRIDGE-BUILDING WORKSHOPS AND ACTIVITIES TO BUILD UNDERSTANDING AND RELATIONSHIPS ACROSS RELIGIOUS AND RACIAL DIFFERENCES, AND LEADERSHIP DEVELOPMENT TRAINING TO STRENGTHEN PACT'S ORGANIZING FOR RACIAL AND ECONOMIC JUSTICE. 102724 100 HOUSING: THE ORGANIZATION ORGANIZES FOR INCREASED PROTECTIONS FOR RENTERS AGAINST DISPLACEMENT AND EXPANDED AFFORDABLE HOUSING. THE ORGANIZATION ALSO PROVIDES RENTERS RIGHTS TRAINING TO INFORM RENTERS ABOUT THEIR RIGHTS AND INVITE THEM TO BECOME PART OF ORGANIZING FOR MORE. THE ORGANIZATION'S VISION IS A COMMUNITY WHERE EVERYONE BELONGS AND HAS ACCESS TO STABLE, AFFORDABLE HOUSING. 193867 188 EDUCATION: THE ORGANIZATION TRAINS PARENTS TO ORGANIZE FOR EXCELLENT SCHOOLS SO THAT ALL CHILDREN HAVE ACCESS TO HIGH-QUALITY PUBLIC EDUCATION AND A PATH TO SUCCESS IN COLLEGE AND LIFE, REGARDLESS OF THEIR FAMILIES' ETHNIC AND SOCIOECONOMIC BACKGROUNDS. THE ORGANIZATION'S VISION IS TO ELIMINATE ECONOMIC AND RACIAL ACHIEVEMENT AND OPPORTUNITY GAPS IN SANTA CLARA COUNTY.OTHER PROGRAMS: OTHER AREAS OF WORK INCLUDE ORGANIZING FOR CIVIC ENGAGEMENT AND VOTER EDUCATION, CONDUCTING LISTENING CAMPAIGNS TO ENGAGE MORE COMMUNITY MEMBERS, DOING BRIDGE-BUILDING WORKSHOPS AND ACTIVITIES TO BUILD UNDERSTANDING AND RELATIONSHIPS ACROSS RELIGIOUS AND RACIAL DIFFERENCES, AND LEADERSHIP DEVELOPMENT TRAINING TO STRENGTHEN PACT'S ORGANIZING FOR RACIAL AND ECONOMIC JUSTICE. 193867 188 551407 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 11 0 1 10 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X THE HEALTH TRUST 4089988001 3180 NEWBERRY DRIVE SUITE 200 SAN JOSE CA 95126 RUTH SALDIVAR CO-CHAIR 4.00 X X 0 0 0 REGINA ALEXANDER CO-CHAIR 4.00 X X 0 0 0 REV NANCY PALMER JONES VICE CHAIR 4.00 X X 0 0 0 MARCI GERSTON TREASURER 4.00 X X 0 0 0 GREG SMITH SECRETARY 4.00 X X 0 0 0 MAYA MCCRAY SECRETARY (THRU 07/20) 4.00 X X 0 0 0 DONNA FURUTA AT LARGE 2.00 X 0 0 0 BARBARA HANSEN AT LARGE 2.00 X 0 0 0 CHINNAMMA REEVES AT LARGE 2.00 X 0 0 0 JUDY HOLTZMAN AT LARGE 2.00 X 0 0 0 VIRGINIA ROBERTS AT LARGE 2.00 X 0 0 0 BRUCE DIEU HUYNH AT LARGE (AS OF 07/20) 2.00 X 0 0 0 VIVIAN MIRANDA AT LARGE (THRU 07/20) 2.00 X 0 0 0 LEE FORT AT LARGE (THRU 07/20) 2.00 X 0 0 0 TUAN DINHJANELLE AT LARGE (THRU 07/20) 2.00 X 0 0 0 VERNA LOU SARTE AT LARGE (THRU 07/20) 2.00 X 0 0 0 RAY F MONTGOMERY EXECUTIVE DIRECTOR 40.00 X 39250 0 68250 39250 0 68250 0 0 0 0 0 140357 43362 540704 724423 MEMBERSHIP DUES 624100 537 537 537 19853 19853 1350 140357 14949 -13599 -13599 731214 537 0 6254 107500 46838 55762 4900 411534 315760 46622 49152 12995 9835 2631 529 77479 60368 12125 4986 38390 28188 5969 4233 835 97 738 48285 48285 12364 12287 69 8 19736 15935 3031 770 9076 8085 552 439 26726 19471 4935 2320 9446 3961 5429 56 12519 10808 1711 5566 4022 1059 485 5978 1319 4502 157 PURCHASED SERVICES 12877 9904 2538 435 MISCELLANEOUS 4700 1231 2815 654 DONATIONS TO OTHER ORGA 4110 3298 559 253 820116 551407 199332 69377 5522 173568 1699656 1540941 127359 154236 10068 22083 12112 2888 71226 55505 19335 15721 1495 1495 1875547 1910932 49397 35611 0 138073 49397 173684 X 1720497 1575138 105653 162110 1826150 1737248 1875547 1910932 -88902 0 X X 0 1 X 1 0 X 853955 1023042 764814 774264 724423 4140498 853955 1023042 764814 774264 724423 4140498 810187 3330311 10232 13087 22298 34817 19853 100287 4009 530 61945 77456 1350 145290 4386075 137330 0.75930 0.73440 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 593 2280 2873 817243 820116 148017 37004 0 0 135234 138326 177435 148017 599012 898518 54105 7449 3434 2873 67861 33809 34582 44359 37004 149754 224631 885 5037 2707 593 9222 33549 32943 606 37677 22562 15115 15721 PPP LOAN 138073 138073 X 744274 13060 13060 731214 0 731214 833176 13060 13060 820116 0 820116 PART X, LINE 2: GENERALLY ACCEPTED ACCOUNTING PRINCIPLES PROVIDE ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ORGANIZATION IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN BY THE ORGANIZATION IN ITS FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. THE ORGANIZATION FILES INFORMATION RETURNS IN THE U.S. FEDERAL JURISDICTION AND STATE OF CALIFORNIA. THE ORGANIZATION'S FEDERAL RETURNS FOR THE YEARS ENDED DECEMBER 31, 2017 AND BEYOND REMAIN SUBJECT TO POSSIBLE EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE ORGANIZATION'S CALIFORNIA RETURNS OF THE YEARS ENDED DECEMBER 31, 2016 AND BEYOND REMAIN SUBJECT TO POSSIBLE EXAMINATION BY THE FRANCHISE TAX BOARD. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 13,060. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 13,060. LUNCHEON 141707 140357 1350 450 1889 11395 1215 141707 140357 1350 450 1889 11395 1215 14949 -13599 FORM 990, PART VI, SECTION B, LINE 11B THE TAX RETURN IS PREPARED BY A CERTIFIED PUBLIC ACCOUNTANT AND IS FORWARDED TO THE TREASURER FOR REVIEW AND APPROVAL. ONCE IT IS APPROVED THE CERTIFIED PUBLIC ACCOUNTANT WILL PREPARE THE FINAL RETURN FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS/DIRECTORS ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS PRIOR TO BECOMING A BOARD MEMBER AND ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS AS THEY ARISE WHILE SERVING ON THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE ED'S COMPENSATION IS DETERMINED BY THE BOARD OFFICERS ON BEHALF OF THE BOARD OF DIRECTORS. THE COMPENSATION PACKAGE WAS DEVELOPED BY REVIEWING MARKET SURVEYS WHICH PROVIDED COMPENSATION RANGES BASED ON COMPARABLE NON-PROFIT ORGANIZATIONS, LOCATION, ORGANIZATION SIZE AND THE ED'S RESPONSIBILITY LEVEL. THE BOARD ALSO TOOK INTO CONSIDERATION THE FOLLOWING: RELATIONSHIP OF THE ED'S COMPENSATION TO THE COMPENSATION OF OTHER EMPLOYEES, THE COMPLEXITY OF THE ORGANIZATION AND ITS SIZE, THE JOB DUTIES OF THE ED, THE INDIVIDUAL'S SALARY HISTORY, AND THE ORGANIZATION'S NEED FOR THE SERVICES OF THE ED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC DIRECTLY UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR.