TALLER SAN JOSE HOPE BUILDERS: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- TALLER SAN JOSE HOPE BUILDERS (EIN 59-3816355)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-05-06
- IRS object ID
- 202001279349301600
- Schema version
- 2018v3.1
- 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 D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-06T11:57:04-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330953262 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RJI INTERNATIONAL CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18012 SKY PARK CIRCLE SUITE 200 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593816355 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TALLER SAN JOSE HOPE BUILDERS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TALL | BusinessNameControlTxt |
| Phone | 7145435105 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 N BROADWAY | AddressLine1Txt |
| City | SANTA ANA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY LOUGHREY | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 7145435105 | PhoneNum |
| Signature | 2020-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DIANA ZAMBRANO CPA | PreparerPersonNm |
| PTIN | P00965403 | PTIN |
| Phone | 9498521600 | PhoneNum |
| Preparation | 2020-05-06 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.212.221.190 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-06 | IPDt |
| IP Tm | 09:56:47 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9DFE5A12AC586989709D47D6086044C797301896 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 91C264F1FA632AED95F559B0146DFD93AC113F37 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | NANCY LOUGHREY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 N BROADWAY | AddressLine1Txt |
| City | SANTA ANA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,940,902 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.TSJHOPEBUILDERS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2005 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | HOPE BUILDERS EMPOWERS YOUNG ADULTS(AGES 18-28), WHO ARE DISCONNECTED FROM THE WORKFORCE AND EDUCATIONAL OPPORTUNITIES, WITH THE JOB TRAINING AND LIFE SKILLS NEEDED TO ACHIEVE ECONOMIC STABILITY AND ENDURING PERSONAL AND PROFESSIONAL SUCCESS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 47 | TotalEmployeeCnt |
| Total Volunteers | 168 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,105,966 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,724,764 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $182,140 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $150,686 | CYProgramServiceRevenueAmt |
| PY Investment Income | $25,107 | PYInvestmentIncomeAmt |
| CY Investment Income | $12,035 | CYInvestmentIncomeAmt |
| PY Other Revenue | $12,557 | PYOtherRevenueAmt |
| CY Other Revenue | -$22,753 | CYOtherRevenueAmt |
| PY Total Revenue | $4,325,770 | PYTotalRevenueAmt |
| CY Total Revenue | $3,864,732 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $505,975 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $219,945 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,480,401 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,113,545 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $52,500 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $633,186 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,388,064 | PYOtherExpensesAmt |
| CY Other Expenses | $962,358 | CYOtherExpensesAmt |
| PY Total Expenses | $4,426,940 | PYTotalExpensesAmt |
| CY Total Expenses | $3,295,848 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$101,170 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $568,884 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,600,577 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,187,715 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $513,191 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $532,236 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,087,386 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,655,479 | NetAssetsOrFundBalancesEOYAmt |
| Mission | HOPE BUILDERS EMPOWERS YOUNG ADULTS, WHO ARE DISCONNECTED FROM THE WORKFORCE AND ALL EDUCATIONAL OPPORTUNITIES, WITH THE JOB TRAINING AND LIFE SKILLS NEEDED TO ACHIEVE ECONOMIC STABILITY AND ENDURING PERSONAL AND PROFESSIONAL SUCCESS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,108,868 | ExpenseAmt |
| Grant | $219,945 | GrantAmt |
| Desc | TRAINING IN CONSTRUCTION, HEALTHCARE, BUSINESS ADMINISTRATION, AND INFORMATION TECHNOLOGY: MODEL REAL-WORLD EXPERIENCES, PAY TRAINEES A WEEKLY $75 STIPEND AND REQUIRE THEM TO DEMONSTRATE THAT THEY ARE RESPONSIBLE AND RESPECTFUL BY SHOWING UP EVERY DAY, ON TIME, DRUG FREE, DRESSED PROFESSIONALLY AND WITH A GOOD ATTITUDE. HOPE BUILDERS' TRAINING IS CONDUCTED OVER 16-20 WEEKS AND IS DELIVERED IN A "BOOT CAMP" STYLE TO SUPPORT COMPLETION AND ALLOW YOUTH TO TRANSFER QUICKLY TO THE WORKPLACE AND HIGHER WAGES. CONTEXTUALIZED BASIC SKILLS REMEDIATION, FINANCIAL ASSISTANCE FOR CHILDCARE AND TRANSPORTATION AND 32 HOURS OF BOTH LIFE SKILLS AND JOB READINESS TRAINING ARE EMBEDDED INTO THE CURRICULUM. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $673,790 | ExpenseAmt |
| Desc | EMPLOYMENT AND EDUCATION PATHWAYS: HOPE BUILDERS'S EMPLOYMENT SERVICES TEAM WORKS WITH YOUTH WHO HAVE COMPLETED THE TRAINING AND STRIVES TO LINK THEM TO PERMANENT EMPLOYMENT OR INTERNSHIPS. STAFF WORKS WITH YOUTH FOR UP TO 24 MONTHS AFTER TRAINING COMPLETION AND SUPPORTS EMPLOYED YOUTH IN CONTINUING TO FIND OPPORTUNITIES FOR GROWTH/ADVANCEMENT THROUGH PROMOTIONS AND JOB CHANGES. THE EDUCATION PATHWAYS TEAM HELPS YOUTH ACCESS ON-RAMPS TO POST-SECONDARY EDUCATION, ENROLL IN AND PERSIST THROUGH APPRENTICESHIP AND POST-SECONDARY DEGREE PROGRAMS AND ACHIEVE ADVANCED CERTIFICATIONS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $455,549 | ExpenseAmt |
| Desc | CASE MANAGEMENT: HOPE BUILDERS HAS LEARNED THAT SKILLS TRAINING OR EMPLOYMENT PLACEMENT ALONE DO NOT MEET THE NEEDS OF DISCONNECTED YOUTH. RATHER, TRAINING MUST INCLUDE A MIX OF LIFE SKILLS AND SUPPORTIVE SERVICES DESIGNED TO HELP YOUTH RETAIN THEIR EMPLOYMENT. THUS, UPON PROGRAM ENROLLMENT, EACH TRAINEE IS MATCHED WITH A SUPPORT SPECIALIST, WHO THROUGHOUT 28 MONTHS, HELP YOUTH ADDRESS BARRIERS THAT MAYPREVENT THEM FROM SUCCESSFULLY COMPLETING THE PROGRAM AND/OR RETAINING EMPLOYMENT. THE GOAL OF THESE SERVICES IS TO HELP YOUTH ACHIEVE LIFE STABILITY THROUGH INCREASED SOCIAL AND SELF-AWARENESS, SELF-MANAGEMENT AND HEALTHY BEHAVIORS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,238,207 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | Yes (1) | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 207 | IRPDocumentCnt |
| IRP Document W2 G | 1 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 47 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY LOUGHREY | PersonNm |
| Phone | 7145435105 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 N BROADWAY | AddressLine1Txt |
| City | SANTA ANA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92701 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| CARLOS GONZALEZ | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CHUCK WALKER | |||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ELVA RUBALCAVA | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| GEORGE URCH | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JON GOTHOLD | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JON STORBECK | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KATHY KRAMER | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KATIE RODIN | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KATIE SKELTON | |||||||
| CHAIR | 2.00 | 40.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| KEN MILLER | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LARRY STOFKO | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MARCIA CHOO | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SHAWNA SMITH GOTREAU | |||||||
| DIRECTOR | 40.00 | 5.00 | Yes (X) | $121,128 | $0 | $17,663 | Yes (X) |
| SR EILEEN MCNERNEY | |||||||
| DIRECTOR | 1.00 | 20.00 | Yes (X) | $0 | $0 | $0 | |
| TOM HONAN | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| VINCE MCGUINNESS JR | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JEFFREY RANDOLPH | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN HEFFERNAN | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTA SHEEHAN | |||||||
| DIR.ADV.&STRAT | 40.00 | 0.00 | $125,747 | $0 | $18,002 | Yes (X) | |
| KARYN MENDOZA | |||||||
| DIR. OF PROGRAM | 40.00 | 0.00 | $88,400 | $0 | $12,921 | Yes (X) | |
| NANCY LOUGHREY | |||||||
| CFO | 40.00 | 10.00 | $105,850 | $0 | $14,636 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $441,125 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $63,222 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $713,565 | FundraisingAmt |
| Government Grants | $248,980 | GovernmentGrantsAmt |
| All Other Contributions | $2,762,219 | AllOtherContributionsAmt |
| Noncash Contributions | $141,026 | NoncashContributionsAmt |
| Total Contributions | $3,724,764 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FUNDED CURRICULUM | Desc |
| Business | 611600 | BusinessCd |
| Total Revenue Column | $150,686 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $150,686 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $150,686 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,851 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,851 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,119 | SecuritiesAmt |
| Other | $8,815 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $2,750 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,119 | SecuritiesAmt |
| Other | $6,065 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,184 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,065 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $2,119 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $713,565 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $73,420 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$73,420 | TotalRevenueColumnAmt |
| Exclusion | -$73,420 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $50,667 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $50,667 | TotalRevenueColumnAmt |
| Exclusion | $50,667 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,864,732 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $160,602 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$20,634 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $219,945 | TotalAmt |
| Program Services | $219,945 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $411,125 | TotalAmt |
| Program Services | $271,943 | ProgramServicesAmt |
| Management And General | $62,688 | ManagementAndGeneralAmt |
| Fundraising | $76,494 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,702,420 | TotalAmt |
| Program Services | $1,126,083 | ProgramServicesAmt |
| Management And General | $259,586 | ManagementAndGeneralAmt |
| Fundraising | $316,751 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,512 | TotalAmt |
| Program Services | $11,694 | ProgramServicesAmt |
| Management And General | $21,818 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,017 | TotalAmt |
| Program Services | $78,054 | ProgramServicesAmt |
| Management And General | $5,968 | ManagementAndGeneralAmt |
| Fundraising | $25,995 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $293,773 | TotalAmt |
| Program Services | $242,110 | ProgramServicesAmt |
| Management And General | $23,242 | ManagementAndGeneralAmt |
| Fundraising | $28,421 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,629 | TotalAmt |
| Program Services | $13,303 | ProgramServicesAmt |
| Management And General | $10,475 | ManagementAndGeneralAmt |
| Fundraising | $69,851 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,118 | TotalAmt |
| Program Services | $1,864 | ProgramServicesAmt |
| Management And General | $9,665 | ManagementAndGeneralAmt |
| Fundraising | $589 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,654 | TotalAmt |
| Program Services | $84,248 | ProgramServicesAmt |
| Management And General | $4,135 | ManagementAndGeneralAmt |
| Fundraising | $9,271 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,360 | TotalAmt |
| Program Services | $41,091 | ProgramServicesAmt |
| Management And General | $15,733 | ManagementAndGeneralAmt |
| Fundraising | $9,536 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| PROGRAM SUPPLIES & RELA | $130,377 | $130,377 | ||
| SPECIAL EVENTS | $85,140 | $85,140 | ||
| PRINTING & OFFICE SUPPL | $36,167 | $17,495 | $8,819 | $9,853 |
| MISCELLANEOUS | $3,611 | $0 | $2,319 | $1,292 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,295,848 | TotalAmt |
| Program Services | $2,238,207 | ProgramServicesAmt |
| Management And General | $424,455 | ManagementAndGeneralAmt |
| Fundraising | $633,186 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $330,446 | BOYAmt |
| EOY | $877,042 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,514 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,472,601 | BOYAmt |
| EOY | $1,481,282 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $500 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,541 | BOYAmt |
| EOY | $19,098 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $8,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,494,629 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,364,109 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,137,746 | BOYAmt |
| EOY | $1,130,520 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $215,207 | BOYAmt |
| EOY | $258,693 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,436,022 | BOYAmt |
| EOY | $1,413,080 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,600,577 | BOYAmt |
| EOY | $5,187,715 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $149,166 | BOYAmt |
| EOY | $171,975 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $400 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $300,948 | BOYAmt |
| EOY | $310,504 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,676 | BOYAmt |
| EOY | $49,757 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $513,191 | BOYAmt |
| EOY | $532,236 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,951,177 | BOYAmt |
| EOY | $2,559,116 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,136,209 | BOYAmt |
| EOY | $2,096,363 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,087,386 | BOYAmt |
| EOY | $4,655,479 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,600,577 | BOYAmt |
| EOY | $5,187,715 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $568,884 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$791 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $215,207 | BeginningYearBalanceAmt |
| Contributions | $30,000 | ContributionsAmt |
| Investment Earnings Or Losses | $13,486 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $258,693 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $634,596 | BeginningYearBalanceAmt |
| Contributions | $173,992 | ContributionsAmt |
| Investment Earnings Or Losses | $41,619 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $635,000 | OtherExpendituresAmt |
| End Year Balance | $215,207 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $748,436 | BeginningYearBalanceAmt |
| Contributions | $41,000 | ContributionsAmt |
| Investment Earnings Or Losses | $95,160 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $250,000 | OtherExpendituresAmt |
| End Year Balance | $634,596 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,204,203 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | -$10,682 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $445,085 | OtherExpendituresAmt |
| End Year Balance | $748,436 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,363,123 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $51,080 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $210,000 | OtherExpendituresAmt |
| End Year Balance | $1,204,203 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,065,583 | OtherCostOrOtherBasisAmt |
| Depreciation | $396,270 | DepreciationAmt |
| Book Value | $669,313 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $807,622 | OtherCostOrOtherBasisAmt |
| Depreciation | $461,930 | DepreciationAmt |
| Book Value | $345,692 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $621,424 | OtherCostOrOtherBasisAmt |
| Depreciation | $505,909 | DepreciationAmt |
| Book Value | $115,515 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,130,520 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| HOPE BUILDERS CONSTRUCTION COMPANY | $1,388,575 |
| PROPERTIES HELD FOR RESALE | $8,000 |
| PREPAID EXPENSES | $505 |
| DEPOSITS | $16,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,413,080 | TotalBookValueOtherAssetsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | PROVIDE CONTINUING SUPPORT FOR OPERATIONS. | ExplanationTxt |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | 0 | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | TALLER SAN JOSE DID NOT PUBLICIZE ITS RACIALLY NONDISCRIMINATORY POLICY IN THE PRINT OR BROADCAST MEDIA DURING THIS FISCAL YEAR. HOWEVER, IT DID INCLUDE ITS NONDISCRIMINATION POLICY ON ALL SOLICITATION AND APPLICATION MATERIALS. OUR REGISTRATION IS YEAR ROUND, AS CLASSES START EVERY FEW WEEKS. OF OUR ENROLLEES, ONLY 2% DESCRIBE THEMSELVES AS "WHITE, NOT HISPANIC OR LATINO", AND 71% OF OUR ENROLLEES SAY THEY HEARD ABOUT US FROM A FRIEND OR RELATIVE. |
| SCHEDULE E, PART I, LINE 6 | THE ORGANIZATION RECEIVED GOVERNMENT GRANTS FROM THE CITY OF ANAHEIM, CITY OF SANTA ANA, AND NORTH OC PUBLIC SAFETY TASK FORCE. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | LIGHT UP A LIFE | Event1Nm |
| Gross Receipts Event1 | $713,565 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $713,565 | CharitableContriEvent1Amt |
| Other Direct Expenses Event1 | $73,420 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $713,565 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $713,565 | CharitableContributionsTotAmt |
| Oth Direct Expnss Total Events | $73,420 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $73,420 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$73,420 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $50,667 | GrossRevenueOtherGamingAmt |
| Volunteer Labor Other Gaming | 0 | VolunteerLaborOtherGamingInd |
| Gross Revenue Total Gaming | $50,667 | GrossRevenueTotalGamingAmt |
| Net Gaming Income Summary | $50,667 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Licensed | 0 | LicensedInd |
| License Suspended Etc | 0 | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | 0 | GamingWithNonmembersInd |
| Member Of Other Entity | 0 | MemberOfOtherEntityInd |
| Cntrct With3rd Prty For Game Rev | 0 | CntrctWith3rdPrtyForGameRevInd |
| Charitable Distribution Rqr | 0 | CharitableDistributionRqrInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | STIPENDS | GrantTypeTxt |
| Recipient | 266 | RecipientCnt |
| Cash Grant | $219,595 | CashGrantAmt |
| Non Cash Assistance | $350 | NonCashAssistanceAmt |
| Valuation Method Used | FACE VALUE | ValuationMethodUsedDesc |
| Non Cash Assistance | CLOTHING, GIFT CARDS, SCHOLARSHIPS | NonCashAssistanceDesc |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp (15 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | PROFESSIONAL FEES | 1 | $31,695 | FAIR MARKET VALUE |
| Yes (X) | VIDEO PRESENTATION & PRINTING SERVICES | 1 | $30,000 | FAIR MARKET VALUE |
| Yes (X) | AUCTION ITEMS | 1 | $26,045 | FAIR MARKET VALUE |
| Yes (X) | SUPPLIES AND SERVICES FOR AUCTION | 1 | $16,917 | FAIR MARKET VALUE |
| Yes (X) | AUCTION ITEMS | 1 | $11,014 | FAIR MARKET VALUE |
| Yes (X) | SUPPLIES AND SERVICES FOR CONSTRUCTION TRAINING | 1 | $10,000 | FAIR MARKET VALUE |
| Yes (X) | SUPPLIES AND SERVICES FOR AUCTION | 1 | $7,875 | FAIR MARKET VALUE |
| Yes (X) | AUCTION ITEMS | 1 | $2,861 | FAIR MARKET VALUE |
| Yes (X) | AUCTION ITEMS | 1 | $2,149 | FAIR MARKET VALUE |
| Yes (X) | COMPUTER SERVER | 1 | $1,170 | FAIR MARKET VALUE |
| Yes (X) | AUCTION ITEMS | 1 | $825 | FAIR MARKET VALUE |
| Yes (X) | GIFT CARDS | 1 | $300 | FAIR MARKET VALUE |
| Yes (X) | GIFT CARDS | 1 | $75 | FAIR MARKET VALUE |
| Yes (X) | GIFT CARDS | 1 | $50 | FAIR MARKET VALUE |
| Yes (X) | SUITS AND TIES | 1 | $50 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | SHAWNA SMITH GOTREAU IS A FULL TIME EMPLOYEE OF TALLER SAN JOSE HOPE BUILDERS. SISTER EILEEN MCNERNEY IS A SISTER IN THE SISTERS OF ST. JOSEPH OF ORANGE, WHICH HAS DESIGNATED CONTROL PER OUR BYLAWS. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ONLY MEMBER OF TALLER SAN JOSE HOPE BUILDERS IS THE SISTERS OF ST. JOSEPH OF ORANGE. THE ONLY MEMBER OF HOPE BUILDERS CONSTRUCTION COMPANY IS TALLER SAN JOSE HOPE BUILDERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS MUST APPROVE: 1. ANY AMENDMENT TO THE ARTICLES OF INCORPORATION OR BYLAWS 2. APPOINTMENT OR REMOVAL OF THE EXECUTIVE DIRECTOR 3. APPOINTMENT OF UP TO THREE SISTER BOARD MEMBERS 4. DISSOLUTION OF THE CORPORATION 5. SALE OR TRANSFER OF SUBSTANTIALLY ALL THE ASSETS OF THE CORPORATION 6. ANY CHANGE TO THE STRUCTURE OR OPERATION THAT WOULD AFFECT ITS TAX EXEMPT STATUS. |
| FORM 990, PART VI, SECTION A, LINE 7B | MEMBERS MUST APPROVE: 1. ANY AMENDMENT TO THE ARTICLES OF INCORPORATION OR BYLAWS 2. APPOINTMENT OR REMOVAL OF THE EXECUTIVE DIRECTOR 3. APPOINTMENT OF UP TO THREE SISTER BOARD MEMBERS 4. DISSOLUTION OF THE CORPORATION 5. SALE OR TRANSFER OF SUBSTANTIALLY ALL THE ASSETS OF THE CORPORATION 6. ANY CHANGE TO THE STRUCTURE OR OPERATION THAT WOULD AFFECT ITS TAX EXEMPT STATUS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PROVIDED ELECTRONICALLY TO ALL BOARD MEMBERS PRIOR TO FILING, AND REVIEWED IN DETAIL BY THE FINANCE COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH MEMBER OF THE BOARD MUST COMPLETE A CONFLICT OF INTEREST FORM PRIOR TO ELECTION TO THE BOARD. EACH BOARD MEMBER MUST ALSO COMPLETE A CONFLICT OF INTEREST FORM ANNUALLY. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION THE LEADERSHIP TEAM IS APPROVED IN JUNE AS PART OF THE BUDGET PROCESS. COMPARATIVE COMPENSATION DATA IS PROVIDED TO THE BOARD AT THAT TIME. BONUS COMPENSATION IS APPROVED IN OCTOBER FOR THE LEADERSHIP TEAM. COMPENSATION THE LEADERSHIP TEAM IS APPROVED IN JUNE AS PART OF THE BUDGET PROCESS. COMPARATIVE COMPENSATION DATA IS PROVIDED TO THE BOARD AT THAT TIME. BONUS COMPENSATION IS APPROVED IN OCTOBER FOR THE LEADERSHIP TEAM. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS AND FORM 990S ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE.POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | GAIN/ LOSS ON DISPOSAL -16. DEPRECIATION -775. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| SISTERS OF ST JOSEPH OF ORANGE | ||||||||||
| 480 BATAVIA ST | ORANGE | CA | 92866 | 951643383 | CONGREGATION OF CATHOLIC SISTERS | CA | 501(C)(3) | LINE 1 | 0 | |
| PROVIDENCE ST JOSEPH HEALTH | ||||||||||
| 3345 MICHELSON DRIVE SUITE 100 | IRVINE | CA | 92612 | 953589356 | HEALTH SYSTEM | CA | 501(C)(3) | LINE 3 | 0 | SISTERS OF ST JOSEPH OF ORANGE |
| HOPE BUILDERS CONSTRUCTION COMPANY | ||||||||||
| 801 N BROADWAY | SANTA ANA | CA | 92701 | 711024210 | CONSTRUCTION TRAINING | CA | 501(C)(3) | LINE 12A, I | 0 | TALLER SAN JOSE HOPE BUILDERS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (8 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| HOPE BUILDERS CONSTRUCTION COMPANY | ||
| L | $12,000 | ESTIMATE FMV |
| HOPE BUILDERS CONSTRUCTION COMPANY | ||
| R | $11,762 | CASH VALUE |
| HOPE BUILDERS CONSTRUCTION COMPANY | ||
| S | $29,197 | CASH VALUE |
| SISTERS OF ST JOSEPH OF ORANGE | ||
| P | $12,394 | CASH VALUE |
| SISTERS OF ST JOSEPH OF ORANGE | ||
| C | $203,370 | CASH VALUE |
| PROVIDENCE ST JOSEPH HEALTH | ||
| C | $98,397 | CASH VALUE |
| PROVIDENCE ST JOSEPH HEALTH | ||
| P | $340,244 | CASH VALUE |
| PROVIDENCE ST JOSEPH HEALTH | ||
| E | $310,504 | LINE OF CREDIT |
Comments