WALDEN ENVIRONMENT: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WALDEN ENVIRONMENT (EIN 94-2358632)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-02-18
- IRS object ID
- 202120499349300842
- Schema version
- 2019v5.0
- 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 | 2021-02-18T17:00:14-08:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 952076568 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Leaf & Cole LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2810 Camino Del Rio South Suite 200 | AddressLine1Txt |
| City | San Diego | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942358632 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALDEN ENVIRONMENT INC | BusinessNameLine1Txt |
| Business Name Line2 | DBA WALDEN FAMILY SERVICES | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WALD | BusinessNameControlTxt |
| Phone | 6195845777 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8525 GIBBS DRIVE | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92123 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERESA STIVERS | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Signature | 2021-02-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LATONYA M KNOX | PreparerPersonNm |
| PTIN | P00513874 | PTIN |
| Phone | 6192947200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TERESA STIVERS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8525 GIBBS DRIVE 100 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92123 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $17,837,617 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WALDENFAMILY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1976 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | Walden is a therapeutic foster family and adoption agency, which is engaged in the recruitment, certification and training of foster and adoptive parents, the placement of foster and adoptive children and a transitional housing program for foster youth. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 129 | TotalEmployeeCnt |
| Total Volunteers | 30 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $7,420,456 | PYContributionsGrantsAmt |
| CY Contributions Grants | $17,785,790 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,279 | PYInvestmentIncomeAmt |
| CY Investment Income | $21,908 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$4,869 | PYOtherRevenueAmt |
| CY Other Revenue | -$676,797 | CYOtherRevenueAmt |
| PY Total Revenue | $7,417,866 | PYTotalRevenueAmt |
| CY Total Revenue | $17,130,901 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,760,934 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,537,379 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $476,727 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,459,991 | PYOtherExpensesAmt |
| CY Other Expenses | $9,728,776 | CYOtherExpensesAmt |
| PY Total Expenses | $7,220,925 | PYTotalExpensesAmt |
| CY Total Expenses | $16,266,155 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $196,941 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $864,746 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,011,667 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,173,492 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,176,813 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,460,766 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,834,854 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,712,726 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Walden Environment dba Walden Family Services (Walden) was formed in 1976 as a nonprofit organization to provide advocacy, out-of- home placement and treatment services for children unable to remain in their own homes due to abandonment, abuse or neglect. Waldens goal is to help stabilize children, youth and families through community-based prevention and intervention services. Walden is a therapeutic foster family and adoption agency, which is engaged in the recruitment, certification and training of foster and adoptive parents, the placement of foster and adoptive children and a transitional housing program for foster youth. Waldens funding comes primarily from federal, state and county welfare programs. Walden provided services to more than 2,200 foster care clients, children, youth, young adults and families through our Visitation Centers and Adoptions, Extended Care Services -After Care, Cal Learn, Transitional Housing Placement + Foster Care, Transitional Housing Program Plus and | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $9,037,661 | ExpenseAmt |
| Desc | Transitional Housing Placement (THP) Programs:Unlike the nearly 65% of youth who leave foster care with no place to call home and no connection to the community, youth in Waldens transitional housing programs learn how to live on their own in the community, build relationships with mentors, and earn a college degree or learn a vocation.THP for Non-Minor Dependents (THPP NMD:Waldens transitional housing placement for non-minor dependents program was among the first of its kind in California. Youth choose to remain in foster care until age 21 to pursue their education and employment. Walden helps these young people decide where to live, covers rent and utilities, and provides basic home furnishings. In addition, Walden social workers provide young people with the structure they need to set realistic goals and teach youth the life skills most young adults learn from their parents. Walden currently operates the program through our Riverside, Los Angeles, and San Diego offices.THP-Plus:Because few young adults are self-sustaining even at age 21 with or without parental support Walden began offering services to former foster youth ages 21-25 in 2017. Our THP Plus began providing up to 36 months of transitional housing placement and life skills support for youth in San Diego County and launched a THP Plus program in Los Angeles in 2020. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,409,589 | ExpenseAmt |
| Desc | Foster & Adoption Services:Children and youth enter foster care when their families are not able to safely care for them. Waldens foster care and adoption program enables infants and sibling groups, youth who identify as LGBTQ, and teens and children with development disabilities, emotional and behavioral challenges, and special healthcare needs to grow up knowing the love and sense of community that living in a family provides.Foster resource families support and care for children until they can return to their family. When children cannot return to their birth family, Walden carefully matches them with individuals and couples seeking to build their family through adoption. Walden provides child-family therapy, training, and ongoing support to facilitate the familys adjustment through each stage of child and youth development.Walden provides resource family homes and Intensive Services Foster Care for children, including those with behavioral and emotional challenges and/or special healthcare needs.Care for Children with Special Health Care Needs/ Intensive Services Foster Care:Waldens Special Health Care Needs (SHCN) and Intensive Services Foster Care (ISFC) program enables children and youth with significant medical needs to move out of skilled nursing facilities and hospitals, into highly skilled, specially trained, and certified foster families. Often, these children have medical equipment-dependent conditions and may require apnea monitors, nebulizers, oxygen, feeding tubes, and other adaptive technology. The program also serves infants who were drug-exposed or born premature, who are failing to thrive, who have insulin-dependent diabetes or life-threatening medical conditions. Foster parents receive intensive training and support to care for these special healthcare needs.Care for Children with Intellectual and/or Developmental Disabilities:Walden serves the needs of foster children and teens with intellectual and/or developmental disabilities, including cerebral palsy, epilepsy, autism, and other challenges. The goals are to prevent institutionalization and prepare children and teens for maximum independence through participation in a full range of typical childhood experiences in family and community settings.Mental Health Services:Under the California Continuum of Care Reform, FFAs are expected to increase access to mental health services for the youth in their foster care programs. Walden contracts directly with San Bernardino and Riverside Counties to provide specialty mental health services to Walden youth in their care in those counties. The clinics provide medication management, therapy, rehabilitation, and other appropriate services. Children and youth in need of mental health services in Waldens other districts are referred to trusted community partners.Lesbian, Gay, Bisexual, Transgender, and Questioning (LGBTQ) Program:Walden is a recognized provider of culturally competent care for youth, education, and inclusion of the LGBTQ community. In addition to services for LGBTQ foster youth in our care, Waldens leadership provides training and support nationally for other child welfare providers, foster parents, and birth families. Walden Family Services actively recruits and educates members of the LGBTQ community about becoming certified foster and adoptive parents. Walden Family Services has attained the Human Rights Campaign Foundation Innovator status, the highest recognition awarded, for our commitment to all children and families.Foster Care for Pregnant and Parenting Teens:Walden provides support and training to parenting youth through our housing and FFA programs. Services include support with parenting classes, budgeting assistance, and referrals to community resources. The program offers services and support to teens that have custody of their children, and teens working toward reunification with their dependent children. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $948,240 | ExpenseAmt |
| Desc | San Bernardino County ProgramsOur San Bernardino and Victorville offices provide a variety of programs to prepare young people for college, career, and community life, and to support parents in developing the skills to build positive relationships with their children.Nurturing Parenting Program - First 5 San Bernardino:Walden offers free parenting classes for young parents with children 0-5 years old, in the county, using the nationally recognized Nurturing Parenting Curriculum. Using an evidence-based philosophy to help enhance parenting skills, the program offers a 16-week course to help young parents provide for, and in some cases reunite with, their children, and break the child welfare cycle.Extended Care/Aftercare:Waldens San Bernardino offices offer current and former foster youth life skill training and connections to community resources. This program also provides case management, employment, education, community engagement, and emergency financial assistance to former foster youth 18-21 years.Independent Life Skills Classes:Walden provides life skill classes throughout San Bernardino County for foster youth ages 16-18 years. Classes focus on key life skills including, career education, budgeting, relationships, self-advocacy, and community connectionsCAPTS:Walden provides therapy and parenting classes to families referred through San Bernardino Child and Family Services.Resource Family Approval:Walden provides resource family approval assessments for kinship care families in San Bernardino County. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $14,395,490 | 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 | 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 | Yes (true) | 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 | 32 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 129 | 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 | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| 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 | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | 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 |
| Own Website | Yes (X) | OwnWebsiteInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERESA STIVERS | PersonNm |
| Phone | 6195845777 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8525 GIBBS DRIVE SUITE 100 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92123 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 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 |
|---|---|---|---|---|---|---|---|
| SUE EVANS | |||||||
| COO | 40.00 | 0.00 | Yes (X) | $157,947 | $0 | $6,910 | |
| TERESA STIVERS | |||||||
| CEO | 40.00 | 0.00 | Yes (X) | $132,327 | $0 | $15,911 | |
| SUE GARCIA | |||||||
| CFO | 40.00 | 0.00 | Yes (X) | $97,774 | $0 | $4,540 | |
| LESLIE LEVINSON | |||||||
| CHAIR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JENNIFER SEIFERT | |||||||
| Board Member | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| CHARLES BOCAGE | |||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ALLISON GELBRICH-DOWNING | |||||||
| Board Member | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| CHERIE ENGE | |||||||
| Board Member | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| RAJAH GAINEY | |||||||
| Secretary | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BREANNA GOOCH | |||||||
| Board Member | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| AMBER LOPEZ GAMBLE | |||||||
| Board Member | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| EMILY SHULTS | |||||||
| Board Member | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| ANDREA DA ROSA | |||||||
| Board Member | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| JACKIE HELM | |||||||
| Board Member | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| JANINE TAYLOR | |||||||
| Treasurer | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ELENORE A VAUGHN | |||||||
| Board Member | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| DALE GANZOW | |||||||
| Board Member | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| ROGER ZUCCHET | |||||||
| Board Member | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| KRISTI CRAFT-MARTINDALE | |||||||
| Board Member | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $388,048 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $27,361 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOLLOTTA & ASSOCIATES INC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2729 4TH AVENUE 1 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CONSULTANT | ServicesDesc |
| Compensation | $296,795 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,071,693 | FundraisingAmt |
| Government Grants | $16,055,428 | GovernmentGrantsAmt |
| All Other Contributions | $658,669 | AllOtherContributionsAmt |
| Noncash Contributions | $35,545 | NoncashContributionsAmt |
| Total Contributions | $17,785,790 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,908 | TotalRevenueColumnAmt |
| Exclusion | $21,908 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $29,919 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,071,693 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $706,716 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$676,797 | TotalRevenueColumnAmt |
| Exclusion | -$676,797 | ExclusionAmt |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,130,901 | TotalRevenueColumnAmt |
| Exclusion | -$654,889 | 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 | $425,483 | TotalAmt |
| Program Services | $107,194 | ProgramServicesAmt |
| Management And General | $249,910 | ManagementAndGeneralAmt |
| Fundraising | $68,379 | 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 | $4,799,052 | TotalAmt |
| Program Services | $3,960,219 | ProgramServicesAmt |
| Management And General | $581,262 | ManagementAndGeneralAmt |
| Fundraising | $257,571 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $942,860 | TotalAmt |
| Program Services | $691,096 | ProgramServicesAmt |
| Management And General | $186,463 | ManagementAndGeneralAmt |
| Fundraising | $65,301 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $369,984 | TotalAmt |
| Program Services | $271,191 | ProgramServicesAmt |
| Management And General | $73,169 | ManagementAndGeneralAmt |
| Fundraising | $25,624 | 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 | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
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 | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,307 | TotalAmt |
| Program Services | $1,165 | ProgramServicesAmt |
| Management And General | $21,643 | ManagementAndGeneralAmt |
| Fundraising | $7,499 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $664,560 | TotalAmt |
| Program Services | $525,314 | ProgramServicesAmt |
| Management And General | $106,780 | ManagementAndGeneralAmt |
| Fundraising | $32,466 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
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 | $53,566 | TotalAmt |
| Program Services | $32,994 | ProgramServicesAmt |
| Management And General | $19,174 | ManagementAndGeneralAmt |
| Fundraising | $1,398 | 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 | $9,805 | TotalAmt |
| Program Services | $9,805 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,817 | TotalAmt |
| Program Services | $59,856 | ProgramServicesAmt |
| Management And General | $18,679 | ManagementAndGeneralAmt |
| Fundraising | $5,282 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| TRANSITIONAL HOUSING PROGRAM | $6,295,560 | $6,295,560 | ||
| RESOURCE FAMILY REIMBURSEMENTS | $2,119,204 | $2,119,204 | ||
| CONTRACT LABOR | $187,092 | $123,861 | $56,737 | $6,494 |
| MILEAGE | $136,101 | $133,684 | $1,468 | $949 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,764 | TotalAmt |
| Program Services | $64,347 | ProgramServicesAmt |
| Management And General | $78,653 | ManagementAndGeneralAmt |
| Fundraising | $5,764 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,266,155 | TotalAmt |
| Program Services | $14,395,490 | ProgramServicesAmt |
| Management And General | $1,393,938 | ManagementAndGeneralAmt |
| Fundraising | $476,727 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $387,248 | BOYAmt |
| EOY | $2,253,237 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,125,550 | BOYAmt |
| EOY | $2,397,151 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,219 | BOYAmt |
| EOY | $118,556 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,611,307 | BOYAmt |
| EOY | $1,712,906 | 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 | $404,983 | BOYAmt |
| EOY | $465,343 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $131,067 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $105,259 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,571 | BOYAmt |
| EOY | $25,808 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | 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) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $444,789 | BOYAmt |
| EOY | $200,491 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,011,667 | BOYAmt |
| EOY | $7,173,492 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $981,671 | BOYAmt |
| EOY | $1,227,655 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,000 | BOYAmt |
| EOY | $981,550 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $186,142 | BOYAmt |
| EOY | $251,561 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,176,813 | BOYAmt |
| EOY | $2,460,766 | 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 | $3,747,840 | BOYAmt |
| EOY | $4,661,395 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,014 | BOYAmt |
| EOY | $51,331 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,834,854 | BOYAmt |
| EOY | $4,712,726 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,011,667 | BOYAmt |
| EOY | $7,173,492 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $864,746 | ReconcilationRevenueExpnssAmt |
| Donated Services And Use Fclts | $13,126 | DonatedServicesAndUseFcltsAmt |
| 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 | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
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 | $9,981,983 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,722,477 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,096,378 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,222,938 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,798,916 | CurrentTaxYearAmt |
| Total | $74,822,692 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,981,983 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,722,477 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,096,378 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,222,938 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,798,916 | CurrentTaxYearAmt |
| Total | $74,822,692 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $74,822,692 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $94 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $287 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $709 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,874 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,908 | CurrentTaxYearAmt |
| Total | $30,872 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $74,853,564 | TotalSupportAmt |
| Public Support CY170 | 0.99960 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99990 | 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
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $28,204 | OtherCostOrOtherBasisAmt |
| Depreciation | $18,809 | DepreciationAmt |
| Book Value | $9,395 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $85,454 | OtherCostOrOtherBasisAmt |
| Depreciation | $69,807 | DepreciationAmt |
| Book Value | $15,647 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,409 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,643 | DepreciationAmt |
| Book Value | $766 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $25,808 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OVERPAYMENTS | Desc |
| Amt | $251,561 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $251,561 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $17,863,869 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $13,126 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $719,842 | OtherRevenueAmt |
| Revenue Not Reported | $732,968 | RevenueNotReportedAmt |
| Revenue Subtotal | $17,130,901 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $17,130,901 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $16,985,997 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $719,842 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $719,842 | ExpensesNotReportedAmt |
| Expenses Subtotal | $16,266,155 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $16,266,155 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part X : FIN48 Footnote | Walden is a public charity and is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and Section 23701(d) of the California Revenue and Taxation Code. Walden believes that it has appropriate support for any tax positions taken, and as such, does not have any uncertain tax positions that are material to the financial statements. Walden is not a private foundation. |
| Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 | SPECIAL EVENT EXPENSE $719842 |
| Part XII, Line 2d: Other expenses and losses per audited F/S | SPECIAL EVENT EXPENSE $719842 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agrmt Prof Fundraising Acty | false | AgrmtProfFundraisingActyInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | WINE D VINE | Event1Nm |
| Gross Receipts Event1 | $1,101,612 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,071,693 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $29,919 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $43,484 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $349 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $503,862 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $159,021 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $1,101,612 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,071,693 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $29,919 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $43,484 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $349 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $503,862 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $159,021 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $706,716 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$676,797 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUE EVANS | PersonNm |
| Title | COO | TitleTxt |
| Base Compensation Filing Org | $137,947 | BaseCompensationFilingOrgAmt |
| Bonus Filing Organization | $20,000 | BonusFilingOrganizationAmount |
| Deferred Compensation Flng Org | $3,397 | DeferredCompensationFlngOrgAmt |
| Nontaxable Benefits Filing Org | $3,513 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $164,857 | TotalCompensationFilingOrgAmt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp (6 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | PRINT ADS | 1 | $5,000 | FMV |
| Yes (X) | PRINT ADS | 1 | $9,500 | FMV |
| GIFT CARDS | 6 | $990 | FMV | |
| HOLIDAY GIFTS | 12 | $9,095 | FMV | |
| OTHER | 13 | $5,680 | FMV | |
| WINE | 2 | $5,280 | FMV |
| 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 (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 11b: Form 990 Review Process | THE CFO REVIEWS THE 990 TAX RETURN FOR ACCURACY AND THEN THE CEO REVIEWS AND SIGNS THE FORM. AUDIT COMMITTEE CHAIR ALSO REVIEWS. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | ANNUALLY EACH BOARD MEMBER IS REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY. BOARD MEMBERS ARE REQURIED TO DISCLOSE ANY POSSIBLE CONFLICTS THROUGHOUT THE YEAR AND REFRAIN FROM VOTING ON ANY TRANSACTION OR MATTER BEFORE THE BOARD IN WHICH A CONFLICT OR POSSIBLE CONFLICT EXISTS. |
| Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | WE HAVE A COMPENSATION SALARY RANGE GUIDE FOR ALL JOB TITLES AND NEW HIRES SIGN AN OFFER LETTER DETAILING SALARY AND BENEFITS. WE BENCHMARK AGAINST THE NON-PROFIT SALARY PROFILES. FOR THE CEO, THE BOARD OF DIRECTORS MAKES HIRING AND COMPENSATION DECISIONS. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | THE PUBLIC INSPECTION COPY OF THE ORGANIZATION'S FORM 990, FROM THE PREVIOUS THREE YEARS, WILL BE AVAILABLE FOR INSPECTION OR COPYING AT THE ORGANIZATION'S MAIN OFFICE DURING NORMAL BUSINESS HOURS AT NO CHARGE. |
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