2020-03-12T23:44:52-05:00 2019-06-30 PATRICIA A WINTROATH CPA 2121 N CALIFORNIA BLVD SUITE 290 WALNUT CREEK CA 94596 990 2018-07-01 680459131 OPPORTUNITY JUNCTION INC OPPO 9257761133 3102 DELTA FAIR BLVD ANTIOCH CA 945094001 ALISSA FRIEDMAN CHIEF EXECUTIVE OFFICER 9257761133 2020-02-27 1 PATRICIA A WINTROATH P00430440 9259743310 2020-02-27 X 73.158.112.235 2020-02-27 12:19:36 PS P 4C0248DCF3535507A2F38AF370529CA33AD0E1B1 4C0248DCF3535507A2F38AF370529CA33AD0E1B1 2018 2020-11-19 02:30:22Z ALISSA FRIEDMAN C/O 3102 DELTA FAIR BLVD ANTIOCH CA 94509 2102704 0 X WWW.OPPORTUNITYJUNCTION.ORG X 1999 CA TO FIGHT POVERTY BY HELPING LOW-INCOME CONTRA COSTA RESIDENTS GAIN THE SKILLS AND CONFIDENCE TO GET AND KEEP JOBS THAT SUPPORT THEMSELVES AND THEIR FAMILIES. 13 13 79 88 0 0 1715116 1378767 750701 604513 3172 8846 106110 81243 2575099 2073369 0 0 0 0 1412661 1623875 0 0 203912 533843 493331 1946504 2117206 628595 -43837 1573280 1490310 102025 62892 1471255 1427418 X TO FIGHT POVERTY BY HELPING LOW-INCOME CONTRA COSTA RESIDENTS GAIN THE SKILLS AND CONFIDENCE TO GET AND KEEP JOBS THAT SUPPORT THEMSELVES AND THEIR FAMILIES. 0 0 830061 389814 ADMINISTRATIVE CAREERS TRAINING (FORMERLY NAMED JOB TRAINING AND PLACEMENT):PROGRAM STRUCTURE: PREPARES JOB SEEKERS FOR ADMINISTRATIVE CAREERS LEADING TO SELF-SUFFICIENCY THROUGH COMPUTER AND LIFE SKILLS TRAINING, PAID WORK EXPERIENCE, CASE MANAGEMENT, CAREER COUNSELING, PLACEMENT ASSISTANCE, AND LONG-TERM ALUMNI SERVICES.IMPACT: THE PROGRAM PLACED 35 GRADUATES INTO INITIAL EMPLOYMENT, EARNING AN AVERAGE OF $16.39/HOUR. IN ADDITION, 40 ALUMNI WERE PLACED INTO NEW POSITIONS OR ADVANCED TO AN AVERAGE OF $17.93/HOUR. 81% OF GRADUATES RETAINED EMPLOYMENT AT 18 MONTHS FOLLOWING PLACEMENT. 484323 161438 CAREER COUNSELING AND PLACEMENT ASSISTANCE:PROGRAM STRUCTURE: PROVIDES CAREER DEVELOPMENT, CASE MANAGEMENT, AND JOB PLACEMENT SERVICES IN ANTIOCH AND IN BAY POINT, AS PART OF SPARKPOINT CONTRA COSTA.IMPACT: LAST YEAR, 88 PARTICIPANTS WERE PLACED INTO POSITIONS EARNING AN AVERAGE OF $16.83/HOUR (NOT INCLUDING 7 ALUMNI PLACED INTO NEW POSITIONS AVERAGING $23.36/HOUR). 345400 51796 ROAD MAP:PROGRAM STRUCTURE: HELPS LOW-INCOME, VULNERABLE YOUNG ADULTS, AGES 18 TO 24, OBTAIN EMPLOYMENT THROUGH ACCESS TO SHORT-TERM TRAINING OPPORTUNITIES INCLUDING COMMUNITY COLLEGE, AND/OR PLACEMENT INTO JOBS. SUPPORTS INCLUDE ONE-ON-ONE CAREER COUNSELING TO DEVELOP CAREER GOALS, BI-WEEKLY GROUP MEETINGS WHERE YOUTH DEVELOP PROFESSIONAL COMPETENCIES, AND ACTIVITIES TO DEVELOP JOB SEARCH SKILLS.IMPACT: ROAD MAP PLACED 33 YOUNG ADULTS INTO JOBS. OF THOSE, 6 WERE INTO FULL-TIME POST-PROGRAM JOBS, 10 WERE INTO PART-TIME JOBS WHILE STUDENTS ATTENDED SCHOOL, AND 17 WERE INTO GENERAL EMPLOYMENT. 57666 5000 HEALTHCARE CAREER PATHWAY PROGRAM: PROGRAM STRUCTURE: PROVIDES CERTIFIED NURSING ASSISTANT TRAINING, BOTH IN THE CLASSROOM AND IN NURSING FACILITIES, AS WELL AS SOCIAL SUPPORT SERVICES AND ONGOING SUPPORT FOR LIFE AND CAREER ADVANCEMENT FOR CAREERS IN MEDICAL PROFESSIONS.IMPACT: OF THE 19 STUDENTS WHO ENROLLED IN THE FIRST SESSION OF THIS NEW TRAINING, 84% (16 OF 19) GRADUATED AND PASSED CERTIFICATION EXAMS. WITHIN TWO MONTHS OF COMPLETION, 12 WERE EMPLOYED EARNING AN AVERAGE OF $15.90 PER HOUR. 78765 10000 TECHNOLOGY AND CAREER CENTER:PROGRAM STRUCTURE: OFFERS LOW-INCOME CLIENTS NO-COST COMPUTER ACCESS AND ASSISTANCE, RESUME AND JOB SEARCH ASSISTANCE, ENGLISH AS A SECOND LANGUAGE INSTRUCTION, AND A ROTATING SCHEDULE OF CLASSES THAT INCLUDES BASIC AND INTERMEDIATE COMPUTER SKILLS (IN ENGLISH AND SPANISH).IMPACT: DURING FY2018-19, 812 LOCAL RESIDENTS USED OUR COMPUTER LABS AND PARTICIPATED IN EVENING CLASSES. 15687 0 DO-IT-YOURSELF TAX ASSISTANCE:PROGRAM STRUCTURE: HELPS LOW-INCOME TAXPAYERS COMPLETE AND FILE THEIR FEDERAL AND STATE INCOME TAXES FOR FREE, INCLUDING CLAIMING THE EARNED INCOME TAX CREDIT, USING THE TAX SLAYER WEB INTERFACE. SESSION LEADERS PROVIDE INSTRUCTION IN ENGLISH AND SPANISH.IMPACT: 275 FAMILIES FILED THEIR TAXES AT NO COST AND CLAIMED $565,000 IN FEDERAL AND STATE REFUNDS FOR TAX YEAR 2018 (RETURNS PREPARED IN EARLY 2019). 152118 15000 1811902 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 79 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 X 13 13 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X X ALISSA FRIEDMAN 9257761133 3102 DELTA FAIR BLVD ANTIOCH CA 94509 X LINDA BEST DIRECTOR 2.00 X 0 0 0 BRUCE BAUMGARTEN CHAIR ELECT 2.00 X X 0 0 0 KATHY JONES DIRECTOR 2.00 X 0 0 0 BOB COAKLEY CHAIR 2.00 X X 0 0 0 BOB CALKINS DIRECTOR 2.00 X 0 0 0 TARA DALE SANDERS DIRECTOR 2.00 X 0 0 0 JIM JONES IMMEDIATE PAST CHAIR 2.00 X X 0 0 0 SEAN K WRIGHT DC DIRECTOR 2.00 X 0 0 0 ADRIANA PONCE-MATTEUCCI DIRECTOR 2.00 X 0 0 0 ASHRITA PRASAD SECRETARY 2.00 X X 0 0 0 BRIAN SIEBOLD TREASURER 2.00 X X 0 0 0 CAROL ANN BARBER DIRECTOR 2.00 X 0 0 0 MATT TILLMAN DIRECTOR 2.00 X 0 0 0 ALISSA FRIEDMAN CHIEF EXECUTIVE OFFICER 40.00 X 149326 0 12000 149326 0 12000 1 0 1 0 0 1378767 1378767 GOVERNMENT CONTRACTS 611420 564430 564430 OUTPLACEMENT INCOME 611420 37360 37360 PROJECT INCOME 611420 2723 2723 604513 8846 8846 97043 29335 67708 67708 MISCELLANEOUS 611420 13535 13535 13535 2073369 618048 0 76554 159052 76168 35248 47636 1185910 1070218 21411 94281 160939 141528 8973 10438 117974 100322 5405 12247 4397 3751 154 492 45217 30881 10964 3372 5986 2952 182 2852 24301 20343 1190 2768 151540 127535 7283 16722 35850 30171 1723 3956 6652 5598 320 734 PARTICIPANT EXPENSES 102632 102543 27 62 TECHNOLOGY UPGRADE 35445 35445 EQUIPMENT & EQUIPMENT R 31621 26612 1520 3489 STAFF EXPENSES 25051 21405 1086 2560 24639 16430 5906 2303 2117206 1811902 101392 203912 233362 29137 840218 976919 281824 312483 11530 2720 17879 16434 265996 131379 170467 134617 18000 18000 1573280 1490310 22429 8196 79596 54696 102025 62892 X 1126811 1197162 344444 230256 1471255 1427418 1573280 1490310 -43837 0 X X 0 1 X 1 0 X 1250116 1029005 1188987 1555116 1378767 6401991 1250116 1029005 1188987 1555116 1378767 6401991 3148913 3253078 3445 1985 2249 3172 8846 19697 6421688 2725203 0.50660 0.48390 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 200 200 2117006 2117206 255860 63965 0 0 255860 255860 383790 200 200 63965 63965 95948 195662 86952 108710 70334 44427 25907 134617 ACCRUED VACATIONS 54696 54696 2073369 0 2073369 0 2073369 2117206 0 2117206 0 2117206 ANNUAL GALA 88053 88053 22717 6618 DIABLO MAGAZINE BENEFIT FUNDRAISING 8990 8990 97043 97043 22717 6618 29335 67708 X X 0 0 0 0 0 0 0 0 0 ALISSA FRIEDMAN CHIEF EXECUTIVE OFFICER 149326 0 0 0 0 0 0 0 12000 0 161326 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION UPDATED ITS BYLAWS TO: 1) REMOVE THE REQUIREMENT THAT 51% OF DIRECTORS, AT ANY GIVEN TIME, MUST BE LOW- INCOME RESIDENTS OF THE CORPORATION'S GEOGRAPHIC AREA OF OPERATION, OWNERS OR SENIOR OFFICERS OF PRIVATE ESTABLISHMENTS AND OTHER INSTITUTIONS LOCATED IN AND SERVING THE CORPORATION'S GEOGRAPHIC AREA OF OPERATION, OR REPRESENTATIVES OF LOW INCOME NEIGHBORHOOD ORGANIZATIONS LOCATED IN THE CORPORATION'S GEOGRAPHIC AREA OF OPERATION. 2) REMOVE THE DESCRIPTION THAT APPROXIMATELY 1/3 OF THE DIRECTORS' TERMS SHALL EXPIRE EVERY YEAR. 3)ADDD ADDITIONAL DETAILS FOR FILLING VACANCIES ON THE BOARD. 4) ADD A DESCRIPTION OF HOW CALLING OF SPECIAL MEETING OF BOARD COMMITTEES MAY BE DONE 4) CHANGE THE TITLE OF EXECUTIVE DIRECTOR TO PRESIDENT AND CHIEF EXECUTIVE OFFICER THOUGHOUT THE BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B THE FOLLOWING STEPS SHALL BE TAKEN TO ASSURE THAT THE ORGANIZATIONS 990 IS ACCURATE AND THAT ALL BOARD MEMBERS CAN REVIEW THE DOCUMENT BEFORE IT IS SUBMITTED: 1. THE CPA SHALL BE ADVISED OF THIS POLICY BY THE EXECUTIVE DIRECTOR (VIA EMAIL), TO ASSURE THAT DOCUMENTS ARE PREPARED WITH AT LEAST TWO WEEKS TO SPARE BEFORE SUBMISSION DEADLINES. 2. BEFORE SUBMITTING A FINAL VERSION OF THE FORM 990 FOR SIGNING TO THE EXECUTIVE DIRECTOR, THE CPA SHALL SEND THE EXECUTIVE DIRECTOR AN ELECTRONIC COPY OF THE DOCUMENT NO LATER THAN TWO WEEKS BEFORE THE SUBMISSION DEADLINE. 3. THE EXECUTIVE DIRECTOR SHALL CIRCULATE THE DRAFT 990 TO ALL BOARD MEMBERS IMMEDIATELY, SO THAT BOARD MEMBERS HAVE AT LEAST A WEEK TO SUBMIT QUESTIONS, CORRECTIONS, AND CONCERNS TO THE EXECUTIVE DIRECTOR. 4. THE EXECUTIVE DIRECTOR SHALL BE RESPONSIBLE FOR REQUESTING ANY NECESSARY CHANGES TO THE DOCUMENT AND FORWARDING ANY BOARD CONCERNS TO THE ATTENTION OF THE CPA. 5. THE CPA SHALL PREPARE A FINAL DRAFT AND CIRCULATE IT VIA EMAIL NO LATER THAN 72 HOURS BEFORE THE SUBMISSION DEADLINE, TO ALLOW FOR FINAL PROOFREADING. THE CPA MUST ALSO ASSURE THAT A SIGNED ORIGINAL REACHES THE POSSESSION OF THE EXECUTIVE DIRECTOR AT LEAST 24 HOURS BEFORE THE SUBMISSION DEADLINE. 6. THE EXECUTIVE DIRECTOR SHALL PROOFREAD THE FINAL DRAFT TO ASSURE THAT ALL REQUESTED CHANGES HAVE BEEN INCORPORATED AND THAT BOARD CONCERNS HAVE BEEN ADDRESSED. 7. THE EXECUTIVE DIRECTOR SHALL SIGN AND SUBMIT THE COMPLETED FORM 990 BY THE APPLICABLE DEADLINE. FORM 990, PART VI, SECTION B, LINE 12C AT THE ANNUAL MEETING, OR SHORTLY THEREAFTER FOR THOSE NOT IN ATTENDANCE, BOARD MEMBERS COMPLETE THE DISCLOSURE FORM THAT IS APPENDED TO OUR CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 OPPORTUNITY JUNCTION STRIVES TO PROVIDE THE EXECUTIVE DIRECTOR WITH THE FEEDBACK NECESSARY TO ACHIEVE EXCELLENT PERFORMANCE AND WITH COMPENSATION APPROPRIATE TO THE PERFORMANCE LEVEL ACHIEVED. TO THAT END: 1. THE CHAIR OF THE BOARD, IN PARTNERSHIP WITH THE EXECUTIVE DIRECTOR, SHALL BE RESPONSIBLE FOR ENSURING THAT THE REVIEW PROCESS IS INITIATED BEFORE JANUARY OF EACH YEAR. 2. THE REVIEW SHALL INCLUDE 360 DEGREE FEEDBACK FROM BOARD MEMBERS AND STAFF MEMBERS, COLLECTED BY MEANS OF AN ANONYMOUS SURVEY ON THE SURVEYMONKEY WEBSITE. THE SURVEY SHALL BE INITIATED FOLLOWING THE JANUARY BOARD RETREAT TO ALLOW THAT TO INFORM THE SURVEY QUESTIONS. 3. 360 DEGREE SURVEY PARTICIPANTS WILL BE GIVEN TWO WEEKS TO PROVIDE THEIR FEEDBACK. 4. THE CHAIR AND CHAIR-ELECT WILL REVIEW THE SURVEY RESULTS, THE EXECUTIVE DIRECTOR'S SELF- EVALUATIONS (PREVIOUS FISCAL YEAR AND QUARTER YEAR-TO-DATE), AND THE LATEST COMPENSATION SURVEYS. TOGETHER, THEY WILL PREPARE A REPORT AND DRAFT REVIEW FOR THE FULL BOARD OF DIRECTORS TO CONSIDER AT THE MARCH MEETING. A SAMPLE REPORT IS ATTACHED AS EXHIBIT A. 5. THE EXECUTIVE DIRECTOR'S COMPENSATION WILL BE APPROVED AT THE MARCH MEETING OF THE BOARD OF DIRECTORS. THAT COMPENSATION MAY BE THE FORM OF A SALARY RANGE THAT WILL BE NARROWED BASED ON THE NONPROFIT COMPENSATION SURVEY FOR NORTHERN CALIFORNIA THAT IS TYPICALLY PUBLISHED IN APRIL OR MAY. 6. AFTER THE MARCH BOARD MEETING, THE CHAIR AND CHAIR-ELECT SHALL HAVE A REVIEW MEETING WITH THE EXECUTIVE DIRECTOR TO CONVEY FEEDBACK ON PERFORMANCE AND THE COMPENSATION TO BE BUDGETED FOR THE FOLLOWING FISCAL YEAR. THE REVIEW SHALL FOLLOW THE FORMAT OF EXHIBIT B. 7. AT LEAST EVERY OTHER YEAR, OPPORTUNITY JUNCTION SHALL PARTICIPATE IN A COMPENSATION SURVEY THAT WILL PROVIDE INFORMATION ON THE SALARIES OF OTHER EXECUTIVE DIRECTORS IN NORTHERN CALIFORNIA. THIS SURVEY WILL BE MADE AVAILABLE TO THE CHAIR, THE CHAIR-ELECT, AND OTHER BOARD MEMBERS TO ASSIST IN DETERMINING THE COMPENSATION OF THE EXECUTIVE DIRECTOR. 8. THE CHAIR AND CHAIR-ELECT WILL MAKE THE FINAL DETERMINATION OF THE EXECUTIVE DIRECTOR'S COMPENSATION, WITHIN THE RANGE APPROVED BY THE FULL BOARD IN MARCH, AFTER CONSIDERATION OF THE LATEST SALARY COMPARISONS. THAT DECISION WILL BE COMMUNICATED TO THE EXECUTIVE DIRECTOR AND TO THE DIRECTOR OF ADMINISTRATION BY MAY 20TH EACH YEAR, SO THAT IT MAY BE INCLUDED IN THE DRAFT BUDGET. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENT, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS MADE NO CHANGES TO OVERSIGHT OR SELECTION PROCESS DURING THE FISCAL YEAR.