WAHUPA EDUCATIONAL ENTERPRISES INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- WAHUPA EDUCATIONAL ENTERPRISES INC (EIN 95-3407246)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-07-15
- IRS object ID
- 202011979349308271
- Schema version
- 2018v3.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-15T17:08:39-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331005644 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOODSELL & COMPANY INC CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2665 4TH AVE | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 921036514 | 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 | 953407246 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAHUPA EDUCATIONAL ENTERPRISES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WAHU | BusinessNameControlTxt |
| Phone | 6192974471 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3960 PARK BLVD SUITE D | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 921033506 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MIGUEL VASQUEZ | PersonNm |
| Person Title | INCOMING EXEC DIRECT | PersonTitleTxt |
| Phone | 6192974471 | PhoneNum |
| Signature | 2020-07-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN J HOLC CPA | PreparerPersonNm |
| PTIN | P00849879 | PTIN |
| Phone | 6192384343 | PhoneNum |
| Preparation | 2020-07-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 98.171.214.221 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-15 | IPDt |
| IP Tm | 17:08:39 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5D07FE3862598DFA09B2BC5D6C67A36B8BA055E7 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5D07FE3862598DFA09B2BC5D6C67A36B8BA055E7 | 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 | MIGUEL VASQUEZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3960 PARK BLVD SUITE D | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 921033506 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,402,097 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | MVASQUEZ@WAHUPA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1979 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE COUNSELING TO INDIVIDUALS FROM MINORITY OR ECONOMICALLY DISADVANTAGED AREAS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 60 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $2,069,975 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,399,956 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1 | PYInvestmentIncomeAmt |
| CY Investment Income | $1 | CYInvestmentIncomeAmt |
| PY Other Revenue | $264 | PYOtherRevenueAmt |
| CY Other Revenue | $2,140 | CYOtherRevenueAmt |
| PY Total Revenue | $2,070,240 | PYTotalRevenueAmt |
| CY Total Revenue | $2,402,097 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,533,328 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,667,161 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $575,748 | PYOtherExpensesAmt |
| CY Other Expenses | $763,573 | CYOtherExpensesAmt |
| PY Total Expenses | $2,109,076 | PYTotalExpensesAmt |
| CY Total Expenses | $2,430,734 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$38,836 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$28,637 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $76,205 | TotalAssetsBOYAmt |
| Total Assets EOY | $89,319 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $271,176 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $312,927 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$194,971 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$223,608 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE PRIMARY EXEMPT PURPOSE OF WAHUPA EDUCATIONAL ENTERPRISES, INC. IS TO PROVIDE SERVICES IN THE AREA OF EDUCAITONAL ADVISEMENT AND COUNSELING TO INDIVIDUALS FROM MINORITY OR ECONOMICALLY DISADVANTAGED AREAS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $817,032 | ExpenseAmt |
| Revenue | $807,273 | RevenueAmt |
| Desc | EDUCATIONAL TALENT SEARCH PROJECT - THIS PROJECT TARGETS HIGH SCHOOL STUDENTS FROM ECONOMICALLY DISADVANTAGED AREAS WHO DEMONSTRATE THE ABILITY AND DESIRE TO PURSUE A POST-SECONDARY EDUCATION. COUNSELING AND FOLLOW-UP IS OFFERED TO STUDENTS WHO MAY OTHERWISE BELIEVE SUCH A GOAL IS UNATTAINABLE BECAUSE OF ECONOMIC AND SOCIAL FACTORS. THE PROJECT SERVES APPROXIMATELY 1,541 PARTICIPANTS IN THE SAN DIEGO COUNTY AREA. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $370,471 | ExpenseAmt |
| Revenue | $362,153 | RevenueAmt |
| Desc | EDUCATIONAL OPPORTUNITY CENTER - THIS PROJECT SERVES INDIVIDUALS FROM ECONOMICALLY DISADVANTAGE AREAS WHO FAILED TO PURSUE A POST-SENDARY EDUCATION BUT HAVE THE DESIRE AND POTENTIAL TO RE-ENTER AND COMPLETE A POST SECONDARY PROGRAM OF EDUCATION OR TRAINING. INFORMATION REGARDING FINANCIAL AND ACADEMIC ASSISTANCE AND ASSISTANCE IN APPLYING FOR ADMISSION IS PROVIDED TO QUALIFIED PARTICIPANTS. THE PROJECT SERVICES APPROXIMATELY 1,156 PARTICIPANTS IN THE SAN DIEGO COUNTY AREA. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $413,973 | ExpenseAmt |
| Revenue | $389,570 | RevenueAmt |
| Desc | UPWARD BOUND PROJECT - THIS PROJECT SERVICES ADOLESCENTS FROM ECONOMICALLY DISADVANTAGED AREAS WITH AN INTENSIVE TUTORING AND MONITORING PROGRAM FOR PARTICIPANTS WHO WISH TO PURSUE A POST-SECONDARY EDUCATION. THE PARTICIPANTS ART IN THE NITH OR TENTH GRADE AND ARE MONITORED FROM THE TIME THEY BEGIN THE PROGRAM THROUGH THE FIFTH YEAR FOLLOWING GRADUCATION FROM HIGH SCHOOL. PARTICIPANTS ATTEND WEEKEND CLASSES AND A FIVE TO SIX WEEK SUMMER RESIDENTIAL PROGRAM AT A UNIVERSITY CAMPUS FOR WHICH THEY RECEIVE HIGH SCHOOL CREDIT. THE PROJECT SERVES APPROXIMATELY 86 PARTICIPANTS FROM THE SAN DIEGO COUNTY AREA. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $828,671 | ExpenseAmt |
| Revenue | $840,960 | RevenueAmt |
| Desc | UPWARD BOUND LINCOLN PROJECT - THIS PROJECT SERVICES ADOLESCENTS FROM ECONOMICALLY DISADVANTAGED AREAS WITH AN INTENSIVE TUTORING AND MONITORING PROGRAM FOR PARTICIPANTS WHO WISH TO PURSUE A POST-SECONDARDY EDUCATION. THE PARTICIPANTS START IN THE NINTH OR TENTH GRADE AND ARE MONITORED FROM THE TIME THEY BEGIN THE PROGRAM THROUGH THE FIFTH YEAR FOLLOWING GRADUATION FROM HIGH SCHOOL. PARTICIPANTS ATTEND WEEKEND CLASSES AND A FIVE TO SIX WEEK SUMMER RESIDENTIAL PROGRAM AT A UNIVERSITY CAMPUS FOR WHICH THEY RECEIVE HIGH SCHOOL CREDIT. THE PROJECT SERVES APPROXIMATELY 62 PARTICIPANTS FROM THE SAN DIEGO COUNTY AREA. EDUCATIONAL TALENT SEARCH (CITY) PROJECT - THIS PROJECT TARGETS HIGH SCHOOL STUDENTS FROM ECONOMICALLY DISADVANTAGED AREAS WHO DEMONSTRATE THE ABILITY AND DESIRE TO PURSUE A POST-SECONDARY EDUCATION. COUNSELING AND FOLLOW-UP IS OFFERED TO STUDENTS WHO MAY OTHERWISE BELIEVE SUCH A GOAL IS UNATTAINABLE BECAUSE OF ECONOMIC AND SOCIAL FACTORS. THE PROJECT SERVES APPROXIMATELY 500 PARTICIPANTS IN THE SAN DIEGO COUNTY AREA. UPWARD BOUND MATH & SCIENCE PROJECT - THIS PROJECT SERVICES ADOLESCENTS FROM ECONOMICALLY DISADVANTAGED AREAS WITH AN INTENSIVE TUTORING AND MONITORING PROGRAM FOR PARTICIPANTS WHO WISH TO PURSUE A POST-SECONDARDY EDUCATION WITH AN EMPHASIS IN MATHEMATICS AND SCIENCE. THE PARTICIPANTS START IN THE NINTH OR TENTH GRADE AND ARE MONITORED FROM THE TIME THEY BEGIN THE PROGRAM THROUGH THE FIFTH YEAR FOLLOWING GRADUATION FROM HIGH SCHOOL. PARTICIPANTS ATTEND WEEKEND CLASSES AND A FIVE TO SIX WEEK SUMMER RESIDENTIAL PROGRAM AT A UNIVERSITY CAMPUS FOR WHICH THEY RECEIVE HIGH SCHOOL CREDIT. THE PROJECT SERVES APPROXIMATELY 60 PARTICIPANTS FROM THE SAN DIEGO COUNTY AREA. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $828,671 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $840,960 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $2,430,147 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| 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 | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 6 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 60 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| 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 | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | 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 | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUDITH ORTIZ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6192974471 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3960 PARK BLVD SUITE D | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 921033506 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| JUDITH ORTIZ | ||||||
| EXECUTIVE DI | 40.00 | Yes (X) | $60,184 | $0 | $0 | |
| LESLIE WHITNEY | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ENRIQUETA CHAVEZ | ||||||
| PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JIM PAULEY | ||||||
| VICE PRESIDE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| KEVIN HO | ||||||
| SECRETARY/TR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| PATRICIA FITZMORRIS | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MIGUEL VASQUEZ | ||||||
| INCOMING EXE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $60,184 | TotalReportableCompFromOrgAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Government Grants | $2,399,956 | GovernmentGrantsAmt |
| Total Contributions | $2,399,956 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1 | TotalRevenueColumnAmt |
| Exclusion | $1 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Total Revenue Column | $2,140 | TotalRevenueColumnAmt |
| Exclusion | $2,140 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,140 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,402,097 | TotalRevenueColumnAmt |
| Exclusion | $2,141 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,455,185 | TotalAmt |
| Program Services | $1,455,185 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,138 | TotalAmt |
| Program Services | $99,138 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,838 | TotalAmt |
| Program Services | $112,838 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,500 | TotalAmt |
| Program Services | $13,500 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,268 | TotalAmt |
| Program Services | $67,710 | ProgramServicesAmt |
| Management And General | $558 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,742 | TotalAmt |
| Program Services | $61,742 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,389 | TotalAmt |
| Program Services | $59,389 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,074 | TotalAmt |
| Program Services | $17,074 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| PARTICIPANT ACTIVITIES | $165,979 | $165,979 |
| RESIDENTIAL LODGING, FOOD | $102,490 | $102,490 |
| WORKERS' COMPENSATION INS | $62,637 | $62,637 |
| PAYROLL ADMINISTRATION | $54,662 | $54,662 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,832 | TotalAmt |
| Program Services | $157,803 | ProgramServicesAmt |
| Management And General | $29 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,430,734 | TotalAmt |
| Program Services | $2,430,147 | ProgramServicesAmt |
| Management And General | $587 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,009 | BOYAmt |
| EOY | $27,487 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,282 | BOYAmt |
| EOY | $4,283 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,264 | BOYAmt |
| EOY | $54,899 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,650 | BOYAmt |
| EOY | $2,650 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,205 | BOYAmt |
| EOY | $89,319 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,787 | BOYAmt |
| EOY | $125,217 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,389 | BOYAmt |
| EOY | $187,710 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $271,176 | BOYAmt |
| EOY | $312,927 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$194,971 | BOYAmt |
| EOY | -$223,608 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$194,971 | BOYAmt |
| EOY | -$223,608 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,205 | BOYAmt |
| EOY | $89,319 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$28,637 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,482,412 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,492,135 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,718,801 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,069,975 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,399,956 | CurrentTaxYearAmt |
| Total | $9,163,279 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,482,412 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,492,135 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,718,801 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,069,975 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,399,956 | CurrentTaxYearAmt |
| Total | $9,163,279 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $9,163,279 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1 | CurrentTaxYearAmt |
| Total | $13 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $353 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,769 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $264 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,140 | CurrentTaxYearAmt |
| Total | $5,526 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $9,168,818 | TotalSupportAmt |
| Public Support CY170 | 0.99940 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99960 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | 3,386 | ExplanationTxt |
Schedule D IRS990ScheduleD
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED PAYROLL EXPENSES | $171,790 |
| EMPLOYEE BENEFIT PLAN PAYABLE | $15,920 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $187,710 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $2,402,097 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $2,402,097 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $2,402,097 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,430,734 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $2,430,734 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $2,430,734 | TotalExpensesPerForm990Amt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4D | UPWARD BOUND LINCOLN PROJECT - THIS PROJECT SERVICES ADOLESCENTS FROM ECONOMICALLY DISADVANTAGED AREAS WITH AN INTENSIVE TUTORING AND MONITORING PROGRAM FOR PARTICIPANTS WHO WISH TO PURSUE A POST-SECONDARDY EDUCATION. THE PARTICIPANTS START IN THE NINTH OR TENTH GRADE AND ARE MONITORED FROM THE TIME THEY BEGIN THE PROGRAM THROUGH THE FIFTH YEAR FOLLOWING GRADUATION FROM HIGH SCHOOL. PARTICIPANTS ATTEND WEEKEND CLASSES AND A FIVE TO SIX WEEK SUMMER RESIDENTIAL PROGRAM AT A UNIVERSITY CAMPUS FOR WHICH THEY RECEIVE HIGH SCHOOL CREDIT. THE PROJECT SERVES APPROXIMATELY 62 PARTICIPANTS FROM THE SAN DIEGO COUNTY AREA. EDUCATIONAL TALENT SEARCH (CITY) PROJECT - THIS PROJECT TARGETS HIGH SCHOOL STUDENTS FROM ECONOMICALLY DISADVANTAGED AREAS WHO DEMONSTRATE THE ABILITY AND DESIRE TO PURSUE A POST-SECONDARY EDUCATION. COUNSELING AND FOLLOW-UP IS OFFERED TO STUDENTS WHO MAY OTHERWISE BELIEVE SUCH A GOAL IS UNATTAINABLE BECAUSE OF ECONOMIC AND SOCIAL FACTORS. THE PROJECT SERVES APPROXIMATELY 500 PARTICIPANTS IN THE SAN DIEGO COUNTY AREA. UPWARD BOUND MATH & SCIENCE PROJECT - THIS PROJECT SERVICES ADOLESCENTS FROM ECONOMICALLY DISADVANTAGED AREAS WITH AN INTENSIVE TUTORING AND MONITORING PROGRAM FOR PARTICIPANTS WHO WISH TO PURSUE A POST-SECONDARDY EDUCATION WITH AN EMPHASIS IN MATHEMATICS AND SCIENCE. THE PARTICIPANTS START IN THE NINTH OR TENTH GRADE AND ARE MONITORED FROM THE TIME THEY BEGIN THE PROGRAM THROUGH THE FIFTH YEAR FOLLOWING GRADUATION FROM HIGH SCHOOL. PARTICIPANTS ATTEND WEEKEND CLASSES AND A FIVE TO SIX WEEK SUMMER RESIDENTIAL PROGRAM AT A UNIVERSITY CAMPUS FOR WHICH THEY RECEIVE HIGH SCHOOL CREDIT. THE PROJECT SERVES APPROXIMATELY 60 PARTICIPANTS FROM THE SAN DIEGO COUNTY AREA. |
| FORM 990, PAGE 6, PART VI, LINE 11B | EACH BOARD MEMBER WILL REVIEW THE RETURN FOR CONTENT AND ACCURACY. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE AGENCY HAS FOLLOWED A PROCESS OF ANNUALLY REVIEWING THE CONFLICT OF INTEREST POLICY AND ITS PRACTICAL IMPLICATIONS AS PART OF AN ANNUAL RETRAINING IN THE EMPLOYEE MANUAL AND FEDERAL REGULATIONS FOR EACH GRANT PROJECT'S STAFF, EITHER AT STAFF MEETINGS OR AT TRAINING RETREATS. UNTIL 2009 ALL EMPLOYEES WERE ASKED ORALLY WHETHER THEY HAD DEVELOPED ANY INTERESTS OUTSIDE THE AGENCY AND WERE UNSURE AS TO WHETHER THEY MIGHT RAISE A POSSIBILITY OF A CONFLICT OF INTEREST, AND ASKED TO DISCLOSE AND DISCUSS ANY SUCH INTERESTS WITH THEIR IMMEDIATE SUPERVISORS. THE BOARD OF DIRECTORS DISCUSSED THE ISSUE PERIODICALLY EACH YEAR WITH A FOCUS ON THE KINDS OF CONFLICTS THAT MOST OFTEN COULD ARISE FOR BOARD MEMBERS, BUT ALSO WITH RESPECT TO THE PROCEDURES FOLLOWED BY STAFF SUPERVISORS IN WATCHING FOR SIGNS OF CONFLICT OF INTEREST AMONG PROJECT DIRECTORS OR STAFF WORKERS. IN 2009, IN ORDER TO HAVE BETTER DOCUMENTATION OF THIS MONITORING PROCESS, THE MEMBERS OF THE BOARD AND THE CHIEF MANAGEMENT OFFICER FILLED OUT WRITTEN DECLARATIONS, INCLUDING BUT NOT LIMITED TO THE SPECIFIC CONFLICT OF INTEREST SITUATIONS THAT WERE LISTED IN THE REVISED POLICY. THE BOARD ALSO DECIDED THAT THE WRITTEN DECLARATION WOULD BE REQUIRED OF PROJECT DIRECTORS OF THE INDIVIDUAL GRANT PROJECTS STARTING IN 2010. THE CONFLICT OF INTEREST POLICY IN THE EMPLOYMENT MANUAL WAS SUPPLEMENTED WITH A REQUIREMENT (AS A CONDITION OF EMPLOYMENT) THAT ALL FULL-TIME, PROFESSIONAL STAFF MUST DISCLOSE TO THEIR IMMEDIATE SUPERVISORS THEIR PLANS TO ENTER INTO ANY EMPLOYMENT OR CONTRACT FOR THEIR SERVICES OUTSIDE WAHUPA PRIOR TO ENTERING INTO ANY SUCH AGREEMENTS. HOWEVER, AS NOTED ABOVE, THE AGENCY NOW REQUIRES AN ACTUAL WRITTEN DECLARATION ANNUALLY OF ALL PRIMARY SUPERVISORY PERSONNEL AND OF THE BOARD MEMBERS SO THAT AN ANNUAL WRITTEN DISCLOSURE IS DOCUMENTED. |
| FORM 990, PAGE 6, PART VI, LINE 15A | FOR THE MOST RECENT HIRING OF THE DIRECTOR OF TRIO PROGRAMS (THE TOP MANAGEMENT OFFICIAL) THE MANAGEMENT CONSULTED WITH INDEPENDENT UNIVERSITY ADMINISTRATORS, NON-PROFIT ADMINISTRATORS, AND AN EXTERNAL EVALUATOR WHO DID EXTENSIVE TRAINING AND EXTERNAL EVALUATIONS FOR TRIO OUTREACH PROGRAMS. MANAGEMENT ALSO FOUND INDIVIDUAL DIRECTORS OF TRIO PROGRAMS AND OTHER OUTREACH PROGRAMS WHO WERE WILLING TO DISCLOSE SALARY LEVELS BOTH FOR PROJECT DIRECTORS OF INDIVIDUAL TRIO GRANT PROGRAMS AND DIRECTORS WITH RESPONSIBILITY FOR SEVERAL GRANT PROGRAMS, AS IS THE CASE WITH OUR DIRECTOR OF TRIO PROGRAMS. THE RESULTS INDICATED THAT THE COMPENSATION FOR THE DIRECTOR OF TRIO PROGRAMS IS EXTREMELY LOW, AS COMPARED WITH NON-PROFITS, BUT ESPECIALLY COMPARED WITH TRIO DIRECTORS WHO WORK FOR COMMUNITY COLLEGES AND UNIVERSITIES. |
| FORM 990, PAGE 6, PART VI, LINE 15B | FOR THE MOST RECENT HIRING OF KEY EMPLOYEES THE MANAGEMENT CONSULTED WITH INDEPENDENT UNIVERSITY ADMINISTRATORS AND NON-PROFIT ADMINISTRATORS TO CONDUCT EXTERNAL EVALUATIONS FOR TRIO OUTREACH PROGRAMS. MANAGEMENT ALSO FOUND INDIVIDUAL PROJECT DIRECTORS OF TRIO PROGRAMS AND OTHER OUTREACH PROGRAMS WHO WERE WILLING TO DISCLOSE SALARY LEVELS BOTH FOR PROJECT DIRECTORS OF INDIVIDUAL TRIO GRANT PROGRAMS AND DIRECTORS WITH RESPONSIBILITY FOR SEVERAL GRANT PROGRAMS. THE RESULTS INDICATED THAT THE COMPENSATION FOR THE PROJECT DIRECTOR IS EXTREMELY LOW, AS COMPARED WITH NON-PROFITS, BUT ESPECIALLY COMPARED WITH PROJECT DIRECTORS WHO WORK FOR COMMUNITY COLLEGES AND UNIVERSITIES. |
| FORM 990, PAGE 6, PART VI, LINE 19 | DOCUMENTS ARE AVAILABLE ON THE CALIFORNIA ATTORNEY GENERAL WEBSITE: OAG.CA.GOV; AND DOCUMENTS ARE MADE AVAILABLE UPON REQUEST OF AN INTERESTED PARTY. |
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