SAN FRANCISCO CONSUMER ACTION: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SAN FRANCISCO CONSUMER ACTION (EIN 23-7172908)
- Tax period
- 2019-04-01 to 2020-03-31
- Filed
- 2021-02-11
- IRS object ID
- 202140429349301414
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-02-11T13:53:14-08:00 | ReturnTs |
| Tax Period End | 2020-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 472626541 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cook & Company A Prof Actncy Corp | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 388 Market Street Suite 1300 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237172908 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | San Francisco Consumer Action | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SANF | BusinessNameControlTxt |
| Phone | 4157779648 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 57 Post Street Suite 611 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ken McEldowney | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Signature | 2021-02-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Douglas E Cook CPAMPA | PreparerPersonNm |
| PTIN | P01521705 | PTIN |
| Phone | 4156211112 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | Ken McEldowney | PrincipalOfficerNm |
| Gross Receipts | $941,331 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.consumer-action.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1971 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | Consumer Action's mission is to provide consumer education and advocacy on behalf of consumers around the country. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 23 | TotalEmployeeCnt |
| Total Volunteers | 1 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $2,106,307 | PYContributionsGrantsAmt |
| CY Contributions Grants | $847,124 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $83,716 | PYInvestmentIncomeAmt |
| CY Investment Income | $82,264 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$4,113 | PYOtherRevenueAmt |
| CY Other Revenue | $11,943 | CYOtherRevenueAmt |
| PY Total Revenue | $2,185,910 | PYTotalRevenueAmt |
| CY Total Revenue | $941,331 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $28,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $57,270 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,449,220 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,077,866 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $221,898 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $830,497 | PYOtherExpensesAmt |
| CY Other Expenses | $752,404 | CYOtherExpensesAmt |
| PY Total Expenses | $3,307,717 | PYTotalExpensesAmt |
| CY Total Expenses | $2,887,540 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,121,807 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,946,209 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,796,950 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,777,631 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $310,961 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $237,851 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,485,989 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,539,780 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Consumer Action's mission is to provide consumer education and advocacy on behalf of consumers around the country. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $687,503 | ExpenseAmt |
| Desc | MM123 Chase Cy Pres Project : This project helped develop and create the "Money Management 1-2-3 education modules": "Getting a Strong Start", "Achieving Financial GoalsX and "Planning a Secure Future". The modules were distributed through community-based organizations around the country. Each module consists of an educational publication, a lesson plan, a trainer's manual and a PowerPoint presentation. The publications are printed, produced and translated into Chinese, Korean, Spanish and Vietnamese, and are distributed for free through Consumer Action's network of 8,000 CBOs around the country. (Cont'd on Schedule O) | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $351,585 | ExpenseAmt |
| Desc | The IB Insurance Cy Pres Project: Under this grant Consumer Action conducted research about consumer insurance issues, and took positions on insurance-related regulatory and legislative proposals. The project has produced a 10-page pamphlet on "Auto Insurance, The Basics", including the coverage you need, what determines how much you'll pay for auto insurance, and how to file a claim. Consumer Action also provided information on California's low-cost auto insurance program, and used its expertise in the insurance field to provide free counseling to consumers who called with insurance-related questions. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $228,029 | ExpenseAmt |
| Grant | $19,500 | GrantAmt |
| Desc | Other Projects: In addition to the projects mentioned above, Consumer Action produced a quarterly newsletter on consumer affairs, CA News, which the organization has been printing since 1971. The organization also conducts advocacy by researching current marketplace issues and contacting legislators and regulators about the pro-consumer position on these developments. Within the last year Consumer Action also conducted educational projects concerning: internet privacy and security, consumer education for veterans, medical privacy issues, and education about contact lens awareness. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $767,040 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $37,770 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $2,034,157 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | 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 | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 25 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 23 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | 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 | false | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | 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 | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Vickie Tse | PersonNm |
| Phone | 4157779648 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 57 Post Street Suite 611 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| Ken McEldowney Exec Dir | |||||||
| Secretary | 35.00 | 0.00 | Yes (X) | Yes (X) | $217,923 | $0 | $8,481 |
| Kathy Li | |||||||
| SF Office Director | 35.00 | 0.00 | $134,616 | $0 | $28,440 | ||
| Linda Sherry | |||||||
| DC Office Director | 35.00 | 0.00 | $143,484 | $0 | $8,879 | ||
| Nani Hansen | |||||||
| Associate Director | 35.00 | 0.00 | $103,114 | $0 | $4,385 | ||
| Michael Heffer Business Mgr | |||||||
| Controller | 16.00 | 0.00 | Yes (X) | $22,200 | $0 | $212 | |
| Patricia Sturdevant Chair | |||||||
| Director | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Sue Hestor Dir | |||||||
| Treasurer | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Rosa Gonzalez-Abrego | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Dr Irene Leech | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Ben Lau | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Anna Flores | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Faith Bautista | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Sue Rogan | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Gail Sanders | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $621,337 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $50,397 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $2,320 | MembershipDuesAmt |
| Fundraising | $209,875 | FundraisingAmt |
| All Other Contributions | $634,929 | AllOtherContributionsAmt |
| Total Contributions | $847,124 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $82,264 | TotalRevenueColumnAmt |
| Exclusion | $82,264 | 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 | $4,125 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $209,875 | ContriRptFundraisingEventAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,125 | TotalRevenueColumnAmt |
| Exclusion | $4,125 | 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 |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Income | Desc |
| Total Revenue Column | $7,818 | TotalRevenueColumnAmt |
| Exclusion | $7,818 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $7,818 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $941,331 | TotalRevenueColumnAmt |
| Exclusion | $94,207 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,270 | TotalAmt |
| Program Services | $57,270 | ProgramServicesAmt |
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 | $233,881 | TotalAmt |
| Program Services | $127,778 | ProgramServicesAmt |
| Management And General | $57,465 | ManagementAndGeneralAmt |
| Fundraising | $48,638 | 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 | $1,554,006 | TotalAmt |
| Program Services | $1,162,918 | ProgramServicesAmt |
| Management And General | $323,519 | ManagementAndGeneralAmt |
| Fundraising | $67,569 | 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 | $155,481 | TotalAmt |
| Program Services | $113,393 | ProgramServicesAmt |
| Management And General | $33,311 | ManagementAndGeneralAmt |
| Fundraising | $8,777 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,498 | TotalAmt |
| Program Services | $97,176 | ProgramServicesAmt |
| Management And General | $28,672 | ManagementAndGeneralAmt |
| Fundraising | $8,650 | 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 | $16,943 | TotalAmt |
| Management And General | $16,943 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,611 | TotalAmt |
| Program Services | $9,761 | ProgramServicesAmt |
| Management And General | $12,200 | ManagementAndGeneralAmt |
| Fundraising | $53,650 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,125 | TotalAmt |
| Program Services | $58,647 | ProgramServicesAmt |
| Management And General | $13,631 | ManagementAndGeneralAmt |
| Fundraising | $5,847 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,263 | TotalAmt |
| Program Services | $56,550 | ProgramServicesAmt |
| Management And General | $22,013 | ManagementAndGeneralAmt |
| Fundraising | $4,700 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $215,549 | TotalAmt |
| Program Services | $156,821 | ProgramServicesAmt |
| Management And General | $44,755 | ManagementAndGeneralAmt |
| Fundraising | $13,973 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,949 | TotalAmt |
| Program Services | $38,457 | ProgramServicesAmt |
| Management And General | $179 | ManagementAndGeneralAmt |
| Fundraising | $3,313 | FundraisingAmt |
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 | $116,680 | TotalAmt |
| Program Services | $113,617 | ProgramServicesAmt |
| Fundraising | $3,063 | 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 | $57,812 | TotalAmt |
| Program Services | $41,769 | ProgramServicesAmt |
| Management And General | $12,325 | ManagementAndGeneralAmt |
| Fundraising | $3,718 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,576 | TotalAmt |
| Management And General | $9,576 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| Miscellaneous | $30,964 | $30,964 |
| Dues & fees | $25,932 | $25,932 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,887,540 | TotalAmt |
| Program Services | $2,034,157 | ProgramServicesAmt |
| Management And General | $631,485 | ManagementAndGeneralAmt |
| Fundraising | $221,898 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $207,935 | BOYAmt |
| EOY | $221,147 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,414,406 | BOYAmt |
| EOY | $2,453,135 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,000 | BOYAmt |
| EOY | $45,150 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | 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 | $47,342 | BOYAmt |
| EOY | $23,744 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $280,076 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $245,621 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,267 | BOYAmt |
| EOY | $34,455 | 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) |
|---|---|---|
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,796,950 | BOYAmt |
| EOY | $2,777,631 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $310,961 | BOYAmt |
| EOY | $237,851 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $310,961 | BOYAmt |
| EOY | $237,851 | 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 | $530,489 | BOYAmt |
| EOY | -$233,855 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,955,500 | BOYAmt |
| EOY | $2,773,635 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,485,989 | BOYAmt |
| EOY | $2,539,780 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,796,950 | BOYAmt |
| EOY | $2,777,631 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,946,209 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,630,961 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $831,434 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,897,240 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,106,307 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $847,124 | CurrentTaxYearAmt |
| Total | $8,313,066 | 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 | $2,630,961 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $831,434 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,897,240 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,106,307 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $847,124 | CurrentTaxYearAmt |
| Total | $8,313,066 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,104,873 | SubstantialContributorsTotAmt |
| Public Support Total170 | $4,208,193 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $56,533 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $84,089 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $74,379 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $83,716 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $82,264 | CurrentTaxYearAmt |
| Total | $380,981 | 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 | $8,694,047 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $15,500 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.48400 | PublicSupportCY170Pct |
| Public Support PY170 | 0.42830 | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed Section4955 Tax | false | Form4720FiledSection4955TaxInd |
| Correction Made | false | CorrectionMadeInd |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | Yes (true) | MailingsMembersInd |
| Mailings Members | $3,580 | MailingsMembersAmt |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $6,399 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $9,979 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
| Form4720 Filed4912 Tax | false | Form4720Filed4912TaxInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-B, Line 1i - Other Activities Description | FormAndLineReferenceDesc |
| Explanation | Consumer Action took positions on consumer legislation in Washington, DC and Sacramento, CA, contacting legislators and their staffs by phone, email and regular mail, and urged citizens to communicate with their legislators about proposed laws. We also utilized the computer services of Salsa Labs to promote contact on issues between citizens and their representatives. | ExplanationTxt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $61,060 | OtherCostOrOtherBasisAmt |
| Depreciation | $60,618 | DepreciationAmt |
| Book Value | $442 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $219,016 | OtherCostOrOtherBasisAmt |
| Depreciation | $185,003 | DepreciationAmt |
| Book Value | $34,013 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $34,455 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $941,331 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $941,331 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $941,331 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,887,540 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $2,887,540 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $2,887,540 | TotalExpensesPerForm990Amt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Carole Berke | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7412 Oak Lane | AddressLine1Txt |
| City | Chevy Chase | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20815 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Fundraising Consultant | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Gross Receipts | $214,000 | GrossReceiptsAmt |
| Retained By Contractor | $53,650 | RetainedByContractorAmt |
| Net To Organization | $160,350 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $214,000 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $53,650 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $160,350 | TotalNetToOrganizationAmt |
| Licensed States | CA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Cocktail Party | Event1Nm |
| Gross Receipts Event1 | $214,000 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $209,875 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $4,125 | GrossRevenueEvent1Amt |
| Gross Receipts Total | $214,000 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $209,875 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $4,125 | GrossRevenueTotalEventsAmt |
| Net Income Summary | $4,125 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| Catholic Charities of Dallas | ||||||||
| 1421 W Mockingbird Lane | Dallas | TX | 75247 | 752745221 | 501(c)(3) | $13,259 | $0 | Financial education applications |
| One Treasure Island | ||||||||
| 1 Ave of the Palms Ste 166 | San Francisco | CA | 94130 | 943280624 | 501(c)(3) | $9,500 | $0 | Financial education applications |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Grantmaker's Description of How Grants are Used | FormAndLineReferenceDesc |
| Explanation | Consumer Action selected 4 grantees from among the network of non-profit community groups that it has worked with. The agencies agreed to work with a selected number of their clients to test financial education apps. The agencies reported to Consumer Action on the degree of success their clients had in using the tools. The agencies were paid for their work by the grants. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|
| Kathy Li | ||||
| SF Office Director | $134,616 | $15,234 | $13,206 | $163,056 |
| Ken McEldowney Exec Dir | ||||
| Secretary | $217,923 | $873 | $7,608 | $226,404 |
| Linda Sherry | ||||
| DC Office Director | $143,484 | $8,879 | $152,363 | |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4d: Other Program Services Description | OTHER PROGRAM SERVICES 4: The Credit Card Tying Cy Pres Project: This project has produced "Questions and Answers About Secured Credit Cards", a training manual and group leader's guide designed to give community advocates and outreach workers a background on the topic so that they can counsel clients and/or lead workshops for other staff members. It is intended to be used with the brochure titled "Building and Repairing Your Credit with a Secured Credit Card," an easy-to-read introduction to the subject available in Chinese, English and Spanish. OTHER PROGRAM SERVICES 5: The Financial Literacy Project: Consumer Action's Financial Literacy Project has produced many fact sheets to help people be aware of their financial rights and options. These fact sheets cover opening a bank account, shopping for savings instruments and resolving complaints against financial institutions. OTHER PROGRAM SERVICES 6: The Housing Education Project: The Housing Education Project works to help people become aware of their rights as tenants. It has worked with the federal housing department to make people aware of how to assert their rights when they are victims of housing discrimination. OTHER PROGRAM SERVICES 7: OTHER PROGRAM SERVICES 8: The Annual Best Practices Consumer Conference: Every fall Consumer Action holds a Best Practices 2-day consumer advocacy and education conference in Chicago, bringing together consumer advocates and educators from around the country. OTHER PROGRAM SERVICES 9: Chase Financial Technology Grant: The purpose of the grant was to scale the work we have been doing with financial technology and education, with proven success for underbanked, diverse and LMI consumers to achieve the following intended outcomes: 1) introduce financial health and financial technology to a total of 250 LMI, underbanked and diverse adult consumers and five - ten CBO staff at five sites across the nation to build financial capability and resilience; 2) use the CFSI Financial Health Score Toolkit to diagnose financial health and track changes in financial health for 95 of the 250 consumers and five CBO staff (based on previous adoption rates); and 3) translate the FinTech fact sheet into four languages and distribute electronic and printed, bulk copies to 100 CBOs for the direct benefit of 10,000 consumers. OTHER PROGRAM SERVICES 10: Wells Fargo Financial Technology Grant: Consumer Action will use a human-centered design and evidence-based approach. Consumer Action's partner community-based organizations (CBOs) will measure and report financial capability metrics using the CFSI Financial Health Score Toolkit Survey. The eight-question survey measures financial capability in the areas of saving, spending, borrowing and planning. The CFSI Financial Health Score is designed to help financial service providers, employers, and other organizations diagnose and track the financial health of their consumers and workforce. The framework provides a holistic, moment-in- time snapshot of a consumer's financial health. The qualitative survey data is self-reported by consumers and compared against national benchmarks. The information is also used to diagnose financial health and select financial technology tools that meet specific financial health needs self-identified by consumers. CBOs will introduce clients to financial technology tools at group trainings, counseling coaching appointments and through digital or print campaigns. At least one staff person at each test site will use the financial technology tools along with the consumers. Counselors will familiarize themselves with tools and provide clients with instructions, technical assistance and referrals to outside resources. CBOs will measure financial health of the consumers via electronic surveys at program entry, 3- month and 6-month intervals. CBOs will demonstrate outcomes using the CFSI Financial Health Score Toolkit and consumer achievement in these areas: acquired a financial asset, improved debt-to-income ratio, increased income, increased savings, improvement of credit score or reduced debt. CBOs that pull credit reports/scores will be asked to obtain them for the consumers at program entry and at six months to measure changes in credit status. Consumer Action is currently using similar methodology in our existing financial technology innovation program. |
| Form 990, Part VI, Line 11b: Form 990 Review Process | Prior to its filing, the 990 is reviewed by the Executive Director and Business Manager. It is circulated among the board of directors after filing. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | All Board members covered; annual assertions requested to confirm lack of conflicts. |
| Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection | All of these documents are available to the public upon request; Form 990 posted on our web site. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | Governing documents, the conflict of interest policy and financial statements are available to the public upon request. |
| Form 990, Part III, Line 4a - MM123 Chase Cy Pres Project: | (Cont'd from pg. 2) These publications cover such topics as: earning a paycheck, budgeting and saving, learning about credit, achieving financial goals, dealing with debt and taxes, saving and renting versus home ownership and mortgages, investing for a longer life, retirement income, home equity loans, protecting assets, long-term care insurance and medical expenses. This project has now taken over the MoneyWise Project formerly funded by Capital One, which for 14 years created innovative and educational pamphlets about banking services. The extensive MoneyWise publication list includes such topics as: "Building and Keeping Good Credit", Tracking your Money", "Manage Your Money". "Banking Basics", "Rebuilding Your Credit", "Bankruptcy", "Saving to Build Wealth", "Talking to Teens About Money", "Micro Business Basics", Xand "Elder Fraud". All of these publications are available for free from Consumer Action, and are available in English, Chinese, Korean, Spanish and Vietnamese while supplies last. This MM123 Chase cy pres project has also launched a new series on Job Training, including a free publication on "A guide to finding the right job training school". Individuals and CBOs interested in these publications and Consumer Action's CBO training programs should contact Consumer Action at info@consumer-action.org. |
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