SOCIAL IMPACT FUND: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SOCIAL IMPACT FUND (EIN 46-1820448)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-18
- IRS object ID
- 202001709349300345
- Schema version
- 2019v5.1
- 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 G
- Schedule I
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-18T01:32:39-00:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'Leary & Anick | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11933 W Burleigh Street Ste 100 | AddressLine1Txt |
| City | Wauwatosa | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461820448 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Social Impact Fund | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOCI | BusinessNameControlTxt |
| Phone | 9176532513 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 W 7th Street Room 811026 | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90081 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Stephan Ceryanek | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 9176532513 | PhoneNum |
| Signature | 2020-06-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Christine Daws | PreparerPersonNm |
| Phone | 4147740300 | PhoneNum |
| Preparation | 2020-06-18 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.52.45.83 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-18 | IPDt |
| IP Tm | 18:24:53 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1915293EB6197724CAFE3E01645496144BA3E562 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1915293EB6197724CAFE3E01645496144BA3E562 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Stephan Ceryanek | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 W 7th St Box 811026 | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90081 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,149,750 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | socialimpactfund.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2013 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | Social Impact Fund provides a legal structure under which charitable programs may operate, or acts as fiscal sponsor for groups waiting on IRS 501c3 determination. The sponsored programs work to advance social good. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 13 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $3,268,709 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,918,586 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $196,147 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $486,050 | CYProgramServiceRevenueAmt |
| PY Investment Income | $39,484 | PYInvestmentIncomeAmt |
| CY Investment Income | $37,064 | CYInvestmentIncomeAmt |
| PY Other Revenue | $166,981 | PYOtherRevenueAmt |
| CY Other Revenue | $328,158 | CYOtherRevenueAmt |
| PY Total Revenue | $3,671,321 | PYTotalRevenueAmt |
| CY Total Revenue | $8,769,858 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,205,906 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,653,287 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $37,725 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $121,190 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,938,447 | PYOtherExpensesAmt |
| CY Other Expenses | $7,422,830 | CYOtherExpensesAmt |
| PY Total Expenses | $4,144,353 | PYTotalExpensesAmt |
| CY Total Expenses | $9,113,842 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$473,032 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$343,984 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,480,726 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,596,334 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $376,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $838,001 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,104,726 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,758,333 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Social Impact Fund provides a legal structure under which charitable programs may operate, or acts as fiscal sponsor for groups waiting on IRS 501c3 determination. The sponsored programs work to advance social good and make a positive difference in the world-at-large. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $8,770,104 | ExpenseAmt |
| Grant | $1,653,287 | GrantAmt |
| Revenue | $486,050 | RevenueAmt |
| Desc | The Organization provides a legal structure under which charitable programs may operate, or acts as fiscal sponsor for groups waiting on IRS 501c3 determination. The sponsored programs work to advance social good and make a positive difference in the world-at-large. | Desc |
| Total Program Service Expenses | $8,770,104 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | 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 | false | 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 | Yes (true) | 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 | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| 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 | Yes (true) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 100 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| 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 | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | false | 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 |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | O'Leary Anick | PersonNm |
| Phone | 4147740300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11933 W Burleigh St | AddressLine1Txt |
| City | Wauwatosa | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| Ines Kuperschmit as of 91219 | ||||||
| Chair | 002.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Carol Ramsey | ||||||
| Vice Chair | 002.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Zach Suchin | ||||||
| Secretary | 002.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| AD Rastogi through 33120 | ||||||
| Treasurer | 002.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Stephan Ceryanek as of 4120 | ||||||
| Treasurer | 002.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Laura Probst | ||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | |
| Adam Schiff | ||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | |
| Deidre Lind | ||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | |
| Devon Dickau | ||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | |
| Sonya Lockett | ||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | |
| Linda Lopez PhD | ||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | |
| Liba Rubenstein | ||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | |
| Greg Propper term ended 91219 | ||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | |
| Mark Daley term ended 91219 | ||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | |
| Merrily Newton former chair through | ||||||
| Director | 001.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Anonymous LLC | |||||
| 23091 Mill Creek Dr | Laguna Hills | CA | 92653 | Program Management | $773,000 |
| Jeffery Osbun | |||||
| 2031 S Bentley Ave Suite 104 | Los Angeles | CA | 90025 | Program Management | $169,800 |
| Propper Daley LLC | |||||
| 9047 Phyllis Ave | West Hollywood | CA | 90069 | Program Management | $907,641 |
| Revolve Impact LLC | |||||
| 1800 Peach Grove St Suite 3 | North Hollywood | CA | 91601 | Program Management | $532,070 |
| Paula LeDuc Fine Catering | |||||
| 1350 Park Ave | Emeryville | CA | 94608 | Event Production | $223,143 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $137,492 | GovernmentGrantsAmt |
| All Other Contributions | $7,781,094 | AllOtherContributionsAmt |
| Noncash Contributions | $436,699 | NoncashContributionsAmt |
| Total Contributions | $7,918,586 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Fiscal Sponsor Fee | 561000 | $376,756 | $376,756 |
| Conference Registration | 900099 | $109,294 | $109,294 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $486,050 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $37,064 | TotalRevenueColumnAmt |
| Exclusion | $37,064 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $708,050 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $379,892 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $328,158 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,769,858 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $486,050 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $37,064 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,653,287 | TotalAmt |
| Program Services | $1,653,287 | 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 | $0 | TotalAmt |
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 | $0 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,480,761 | TotalAmt |
| Program Services | $1,370,261 | ProgramServicesAmt |
| Management And General | $110,500 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,289 | TotalAmt |
| Program Services | $10,694 | ProgramServicesAmt |
| Management And General | $595 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,500 | TotalAmt |
| Program Services | $1,150 | ProgramServicesAmt |
| Management And General | $39,350 | 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 | $37,725 | TotalAmt |
| Fundraising | $37,725 | FundraisingAmt |
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 | $2,386,292 | TotalAmt |
| Program Services | $2,288,915 | ProgramServicesAmt |
| Management And General | $18,506 | ManagementAndGeneralAmt |
| Fundraising | $78,871 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $210,748 | TotalAmt |
| Program Services | $205,595 | ProgramServicesAmt |
| Management And General | $5,153 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,485 | TotalAmt |
| Program Services | $21,729 | ProgramServicesAmt |
| Management And General | $5,756 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165,996 | TotalAmt |
| Program Services | $165,780 | ProgramServicesAmt |
| Management And General | $216 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,000 | TotalAmt |
| Program Services | $54,000 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $315,616 | TotalAmt |
| Program Services | $313,396 | ProgramServicesAmt |
| Management And General | $2,220 | ManagementAndGeneralAmt |
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 | $50,563 | TotalAmt |
| Program Services | $47,619 | ProgramServicesAmt |
| Management And General | $2,944 | ManagementAndGeneralAmt |
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 | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,814 | TotalAmt |
| Program Services | $3,186 | ProgramServicesAmt |
| Management And General | $7,628 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| Branding Expenses/Social Media/Public Relations | $445,149 | $445,149 |
| Digital Video Content/Film Production | $137,722 | $137,722 |
| Event Production | $1,855,514 | $1,855,514 |
| Program Expansion and Patient Transport | $126,273 | $126,273 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,108 | TotalAmt |
| Program Services | $69,834 | ProgramServicesAmt |
| Management And General | $29,680 | ManagementAndGeneralAmt |
| Fundraising | $4,594 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,113,842 | TotalAmt |
| Program Services | $8,770,104 | ProgramServicesAmt |
| Management And General | $222,548 | ManagementAndGeneralAmt |
| Fundraising | $121,190 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,853,682 | BOYAmt |
| EOY | $2,519,495 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $286,612 | BOYAmt |
| EOY | $786,549 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $325,000 | BOYAmt |
| EOY | $285,790 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,432 | BOYAmt |
| EOY | $4,500 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,480,726 | BOYAmt |
| EOY | $3,596,334 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $142,017 | BOYAmt |
| EOY | $518,001 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $320,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $233,983 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $376,000 | BOYAmt |
| EOY | $838,001 | 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 | $183,570 | BOYAmt |
| EOY | $372,623 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,921,156 | BOYAmt |
| EOY | $2,385,710 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,104,726 | BOYAmt |
| EOY | $2,758,333 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,480,726 | BOYAmt |
| EOY | $3,596,334 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$343,984 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,409 | NetUnrlzdGainsLossesInvstAmt |
| 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 | $3,137,503 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,684,203 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,220,580 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,435,690 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,246,744 | CurrentTaxYearAmt |
| Total | $23,724,720 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,137,503 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,684,203 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,220,580 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,435,690 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,246,744 | CurrentTaxYearAmt |
| Total | $23,724,720 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $8,039,581 | SubstantialContributorsTotAmt |
| Public Support Total170 | $15,685,139 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,842 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,670 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,280 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $39,484 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,064 | CurrentTaxYearAmt |
| Total | $109,340 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,787 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,794 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,330 | CurrentTaxYearMinus2YearsAmt |
| Total | $10,911 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $23,844,971 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,238,263 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.65780 | PublicSupportCY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
| Public Support CY509 | 0.00000 | PublicSupportCY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 1 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $10,800 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Vl EOY | $56,102 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
| Incl Escrow Custodial Acct Liab | false | InclEscrowCustodialAcctLiabInd |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc |
|---|
| Financial derivatives and other financial products |
| Closely-held equity interests |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal income taxes | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Rev Etc Audited Fincl Stmt | $8,803,450 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$2,408 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $36,000 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $33,592 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,769,858 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $8,769,858 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,149,842 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $36,000 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $36,000 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,113,842 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $9,113,842 | TotalExpensesPerForm990Amt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bartram Sponsorship Strategies | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 289 Fairway Dr | AddressLine1Txt |
| City | Novato | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94949 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Event Sponsors | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Retained By Contractor | $37,725 | RetainedByContractorAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $37,725 | TotalRetainedByContractorsAmt |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Trans4M Gala | Event1Nm |
| Gross Receipts Event1 | $708,050 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $708,050 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $43,500 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $63,018 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $4,031 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $269,343 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $708,050 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $708,050 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $43,500 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $63,018 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $4,031 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $269,343 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $379,892 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $328,158 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| LIFT-LA | |||||||
| 1910 Magnolia Ave Suite 404 | Los Angeles | CA | 90007 | 522168409 | 501c3 | $25,000 | General Support |
| National Writing Project | |||||||
| 2120 University Ave | Berkeley | CA | 94704 | 943130846 | 501c3 | $200,000 | General Support |
| Tides Foundation | |||||||
| PO Box 29198 | San Francisco | CA | 94129 | 510198509 | 501c3 | $45,000 | FRRC Education Fund |
| Campaign for the Fair Sentencing of Youth | |||||||
| 1319 F Street NW Suite 303 | Washington | DC | 20004 | 273761788 | 501c3 | $5,000 | Healing and Hope |
| J Paul Getty Trust | |||||||
| 1200 Getty Center Dr Suite 400 | Los Angeles | CA | 90049 | 951790021 | 501c3 | $100,000 | General Support |
| Collage Track | |||||||
| 2130 E First St Suite 2700 | Los Angeles | CA | 90033 | 943279613 | 501c3 | $650,000 | General Support |
| Scholarship America | |||||||
| One Scholarship Way | St Peter | MN | 56082 | 042296967 | 501c3 | $103,327 | Scholarships |
| Si Se Puede Foundation | |||||||
| 3036 E Folsom St | Los Angeles | CA | 90063 | 471353428 | 501c3 | $28,860 | 2020 FRC Season |
| Partnership for LA Schools | |||||||
| 1055 Wilshire Blvd Suite 1850 | Los Angeles | CA | 90017 | 261759681 | 501c3 | $7,200 | 2020 FRC Season |
| The Ohio State University Foundation | |||||||
| 1960 Kenny Rd | Columbus | OH | 43210 | 311145986 | 501c3 | $187,500 | Patient Navigation Financial Asst |
| SHRM Foundation | |||||||
| 1800 Duke St | Alexandria | VA | 22314 | 346610067 | 501c3 | $220,000 | Back to Work Digital Hub |
| Strength and Honor Mentoring and Tutoring | |||||||
| 2575 Cambridge Dr | Florissant | MO | 63033 | 273101290 | 501c3 | $6,000 | Robotics Team |
| American Friends of Un TECHO Para Mi Pais | |||||||
| 1951 NW 7th Ave Suite 600 | Miami | FL | 33136 | 271479398 | 501c3 | $41,256 | TETO Brasil |
| 350org | |||||||
| 20 Jay St Suite 732 | Brooklyn | NY | 11201 | 261150699 | 501c3 | $34,144 | General Support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 14 | Total501c3OrgCnt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Propper Daley | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Owner is also a 2019 BOD Member | RelationshipDescriptionTxt |
| Transaction | $907,641 | TransactionAmt |
| Transaction | Program Managment Services | TransactionDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part IV Line 1 | FormAndLineReferenceDesc |
| Explanation | The Organization utilizes the management services of a social impact agency. Greg Propper was a board member of Social Impact Fund during 2019 and also the principle officer of the agency. During the year ended 12/31/2019 fees paid for those services amounted to 907,641. | ExplanationTxt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Event Food, Catering, Wine, Production and Legal Expenses | Desc |
| Contribution | 12 | ContributionCnt |
| Noncash Contributions Rpt F990 | $436,699 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part IX, Line 11g | Fee for Service Other Other Professional Services and Contracted Services relate to program coordination, program policy director, consulting, marketing, branding, social media and event production 2,386,292. |
| Form 990, Part VI, Section B, Line 11b | 990 Review Process The Organization provides a copy of the 990 to all board members to review prior to filing the 990 to ensure accuracy of the form. |
| Form 990, Part VI, Section C, Line 19 | Documents available to Public Financial statements, governing documents, and conflict of interest policies are available for public inspection upon request. |
| Form 990, Part VI, Section B, Line 12c | Monitoring Conflicts of Interest Annually the Organization requires a conflict of interest disclosure form to be completed by BOD members. Any relationships or transactions in which a conflict exists, that BOD member abstains from voting in the proposed transaction. The governing board of disinterested directors by a majority vote will determine if the transaction is in the Organizations best interest. |