2020-08-28T10:55:35-05:00 2019-12-31 946214841 ARMANINO LLP 50 W SAN FERNANDO ST STE 500 SAN JOSE CA 95113 990 2019-01-01 770090129 PEOPLE ACTING IN COMMUNITY TOGETHER INC PEOP 4089988001 1100 SHASTA AVE NO 210 SAN JOSE CA 95126 REV RAY MONTGOMERY EXECUTIVE DIRECTOR 4089988001 2020-07-20 1 MATTHEW PETROSKI P00853132 4082006400 2020-07-20 34.100.94.80 2020-07-20 12:42:08 MD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 7777A0160DD75CFDDC16105D0C842EB02EF403B0 2019 2020-11-06 18:47:13Z REV RAY MONTGOMERY 1100 SHASTA AVE NO 210 SAN JOSE CA 95126 913204 0 X WWW.PACTSJ.ORG X 1985 CA TO EMPOWER EVERY DAY PEOPLE TO CREATE A MORE HEALTHY AND JUST SOCIETY. 17 17 13 200 0 0 764814 774264 35763 26667 22298 34817 0 37086 822875 872834 2000 100321 0 0 653139 664672 0 15000 81204 276816 244355 931955 1024348 -109080 -151514 2064187 1875547 86523 49397 1977664 1826150 X THE MISSION OF PEOPLE ACTING IN COMMUNITY TOGETHER, INC. ("PACT OR THE ORGANIZATION") IS TO EMPOWER EVERYDAY PEOPLE TO CREATE A MORE JUST COMMUNITY. FOUNDED IN EASTSIDE AND DOWNTOWN SAN JOSE, AND INCORPORATED IN THE STATE OF CALIFORNIA IN 1985, [SEE SCH O] 0 0 369968 100321 17980 THE ORGANIZATION PROVIDES LEADERSHIP DEVELOPMENT TRAINING TO ENABLE PEOPLE FROM DIVERSE BACKGROUNDS TO WORK TOGETHER TO SOLVE PRESSING SOCIAL PROBLEMS THROUGH COMMUNITY ORGANIZING. THE ORGANIZATION'S VOLUNTEER, GRASSROOTS LEADERS DETERMINE THE PRIORITY ISSUES TO WORK ON TO CREATE A MORE JUST COMMUNITY AND FULFILL THE VISION OF ECONOMIC AND RACIAL EQUALITY.IMMIGRATION: THE ORGANIZATION ORGANIZES FOR LOCAL, STATE, AND FEDERAL POLICIES AND RESOURCES THAT VALUE THE CONTRIBUTIONS OF IMMIGRANTS, RESPOND TO THE NEEDS OF IMMIGRANTS, AND PROTECT FAMILY UNITY. THE ORGANIZATION ALSO PROVIDES KNOW YOUR RIGHTS TRAINING FOR IMMIGRANTS AND ORGANIZES CONGREGATIONS AND ALLY COMMUNITY MEMBERS TO ACT IN SOLIDARITY WITH UNDOCUMENTED IMMIGRANTS WHO ARE UNDER THREAT OF DEPORTATION. THE ORGANIZATION'S VISION IS A WELCOMING COMMUNITY WITH OPPORTUNITIES FOR DIGNITY FOR ALL AND FEDERAL IMMIGRATION REFORM WITH AN INCLUSIVE PATHWAY TO CITIZENSHIP FOR 11 MILLION ASPIRING AMERICANS. 132941 4987 CIVIC ENGAGEMENT: THE ORGANIZATION ORGANIZES FOR CIVIC ENGAGEMENT AND VOTER EDUCATION, CONDUCTING LISTENING CAMPAIGNS TO ENGAGE MORE COMMUNITY MEMBERS, DOING BRIDGE-BUILDING WORKSHOPS AND ACTIVITIES TO BUILD UNDERSTANDING AND RELATIONSHIPS ACROSS RELIGIOUS AND RACIAL DIFFERENCES, AND LEADERSHIP DEVELOPMENT TRAINING TO STRENGTHEN PACT'S ORGANIZING FOR RACIAL AND ECONOMIC JUSTICE. 96985 1691 HOUSING: THE ORGANIZATION ORGANIZES FOR INCREASED PROTECTIONS FOR RENTERS AGAINST DISPLACEMENT AND EXPANDED AFFORDABLE HOUSING. THE ORGANIZATION ALSO PROVIDES RENTERS RIGHTS TRAINING TO INFORM RENTERS ABOUT THEIR RIGHTS AND INVITE THEM TO BECOME PART OF ORGANIZING FOR MORE. THE ORGANIZATION'S VISION IS A COMMUNITY WHERE EVERYONE BELONGS AND HAS ACCESS TO STABLE, AFFORDABLE HOUSING. 95638 2124 PUBLIC SAFETY / LIVE FREE: THE ORGANIZATION ORGANIZES TO INCREASE LAW ENFORCEMENT ACCOUNTABILITY AND TRANSPARENCY, WHICH ARE ESSENTIAL TO IMPROVE POLICE-COMMUNITY RELATIONS. THE ORGANIZATION ALSO ORGANIZES TO IMPROVE THE CRIMINAL JUSTICE SYSTEM AND DISMANTLE MASS INCARCERATION. THE ORGANIZATION'S VISION IS A TRUE PUBLIC SAFETY AND JUSTICE SYSTEM THAT SERVES THE COMMUNITY.EDUCATION: THE ORGANIZATION TRAINS PARENTS TO ORGANIZE FOR EXCELLENT SCHOOLS SO THAT ALL CHILDREN HAVE ACCESS TO HIGH-QUALITY PUBLIC EDUCATION AND A PATH TO SUCCESS IN COLLEGE AND LIFE, REGARDLESS OF THEIR FAMILIES' ETHNIC AND SOCIOECONOMIC BACKGROUNDS. THE ORGANIZATION'S VISION IS TO ELIMINATE ECONOMIC AND RACIAL ACHIEVEMENT AND OPPORTUNITY GAPS IN SANTA CLARA COUNTY. 95638 2124 695532 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 9 0 1 13 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X THE HEALTH TRUST 4089988001 3180 NEWBERRY DRIVE SUITE 200 SAN JOSE CA 95126 GREG SMITH VICE CHAIR 4.00 X X 0 0 0 ERNESTO PEREZ CO-CHAIR (THRU 12/19) 4.00 X X 0 0 0 FR JON PEDIGO CO-CHAIR (THRU 06/19) 4.00 X X 0 0 0 DONNA FURUTA AT LARGE 4.00 X 0 0 0 MARCI GERSTON TREASURER 4.00 X X 0 0 0 MAYA MCCRAY SECRETARY 2.00 X X 0 0 0 BARBARA HANSEN AT LARGE 2.00 X 0 0 0 RUTH SALDIVAR AT LARGE 2.00 X 0 0 0 VIVIAN MIRANDA AT LARGE 2.00 X 0 0 0 CHINNAMMA REEVES AT LARGE 2.00 X 0 0 0 LEE FORT AT LARGE 2.00 X 0 0 0 REGINA ALEXANDER AT LARGE 2.00 X 0 0 0 JUDY HOLTZMAN AT LARGE 2.00 X 0 0 0 NANCY PALMER JONES AT LARGE (STARTING 06/19) 2.00 X 0 0 0 TUAN DINHJANELLE AT LARGE (STARTING 06/19) 2.00 X 0 0 0 VERNA LOU SARTE AT LARGE 2.00 X 0 0 0 VIRGINIA ROBERTS AT LARGE 2.00 X 0 0 0 CAROLYN LE AT LARGE 2.00 X 0 0 0 GIAO TRAN AT LARGE 2.00 X 0 0 0 MARTHA ORELLANO AT LARGE (THRU 06/19) 2.00 X 0 0 0 MIGUEL ALARCON AT LARGE (THRU 06/19) 2.00 X 0 0 0 AKEMI FLYNN EXECUTIVE DIRECTOR (THRU 03/19) 40.00 X 83368 0 7921 IAN GREENSIDE EXECUTIVE DIRECTOR (THRU 08/19) 40.00 X 31872 0 6337 RAY MONTOGOMERY EXECUTIVE DIRECTOR (STARTING 08/19) 40.00 X 16281 0 25594 131521 0 39852 0 0 0 0 0 153222 299596 321446 774264 MEMBERSHIP DUES 624100 26211 26211 PROGRAM FEES 624100 456 456 26667 34817 34817 77341 153222 40370 36971 36971 MISC REVENUE 900099 115 115 115 872834 26782 0 71788 100321 100321 171373 56422 90189 24762 367343 323243 33526 10574 10951 5969 4789 193 71762 60999 9227 1536 43243 32344 8332 2567 455 455 46400 46400 15000 15000 47455 9473 28510 9472 320 20 299 1 46025 30080 5248 10697 8203 4844 1687 1672 26724 20592 4990 1142 23369 21209 1612 548 4329 3363 391 575 17361 16434 403 524 5833 4401 1167 265 5979 1431 4460 88 MISCELLANEOUS 6655 123 5038 1494 VARIOUS EVENTS EXPENSES 5247 4264 889 94 1024348 695532 247612 81204 520927 5522 1411530 1699656 75063 127359 18687 10068 13850 12112 69274 49939 22635 19335 1495 1495 2064187 1875547 86523 49397 86523 49397 X 1892945 1720497 84719 105653 1977664 1826150 2064187 1875547 -151514 0 X X 0 1 X 1 0 X 910920 853955 1023042 764814 774264 4326995 910920 853955 1023042 764814 774264 4326995 980392 3346603 5648 10232 13087 22298 34817 86082 4009 530 61945 77456 143940 4557017 177528 0.73440 0.68550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2707 727 3434 1020914 1024348 177435 44359 0 0 138592 135234 138326 177435 589587 884381 2424 54105 7449 3434 67412 34648 33809 34582 44359 147398 221097 885 5037 2707 8629 33549 31730 1819 35725 18209 17516 19335 X 872834 0 872834 0 872834 1024348 0 1024348 0 1024348 PART X, LINE 2: GENERALLY ACCEPTED ACCOUNTING PRINCIPLES PROVIDE ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ORGANIZATION IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN BY THE ORGANIZATION IN ITS FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. THE ORGANIZATION FILES INFORMATION RETURNS IN THE U.S. FEDERAL JURISDICTION AND STATE OF CALIFORNIA. THE ORGANIZATION'S FEDERAL RETURNS FOR THE YEARS ENDED DECEMBER 31, 2016 AND BEYOND REMAIN SUBJECT TO POSSIBLE EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE ORGANIZATION'S CALIFORNIA RETURNS OF THE YEARS ENDED DECEMBER 31, 2015 AND BEYOND REMAIN SUBJECT TO POSSIBLE EXAMINATION BY THE FRANCHISE TAX BOARD. LUNCHEON 230563 153222 77341 3580 36790 230563 153222 77341 3580 36790 40370 36971 1 AMIGOS DE GUADALUPE 1897 ALUM ROCK AVE SUITE 35 SAN JOSE CA 95116 770555838 501(C)(3) 60638 FMV RAPID RESPONSE NETWORK GRANT FROM SANTA CLARA COUNTY LATINOS UNITED FOR A NEW AMERICA 1692 STORY ROAD SPACE 225 SAN JOSE CA 95116 465043077 501(C)(3) 39683 FMV RAPID RESPONSE NETWORK GRANT FROM SANTA CLARA COUNTY 2 0 PART I, LINE 2: THE ORGANIZATION DID NOT MONITOR THE FUNDS GRANTED TO OTHER PUBLIC CHARITIES. FORM 990, PART III, LINE 1 DESCRIPTION OF ORGANIZATION MISSION: PACT NOW REPRESENTS 50,000+ PEOPLE THROUGH MORE THAN 25 MEMBER CONGREGATIONS AND PARTNER SCHOOLS THROUGHOUT SANTA CLARA COUNTY. PACT IS GRASSROOTS, MULTICULTURAL, MULTI-FAITH ORGANIZATION THAT ENGAGES PEOPLE FROM ALL WALKS OF LIFE IN ITS PROVEN MODEL OF COMMUNITY ORGANIZING TO TACKLE PERVASIVE SOCIAL PROBLEMS. THE ORGANIZATION HELPS ORDINARY PEOPLE WIN EXTRAORDINARY VICTORIES, NOT BY SPEAKING FOR THEM, BUT BY TEACHING THEM HOW TO SPEAK UP, TAKE ACTION AND ENGAGE IN THE PUBLIC ARENA FOR THEMSELVES. PACT AWAKENS PEOPLE TO THEIR GREATEST RESOURCE -- EACH OTHER --, TO ENABLE THEM TO TRANSFORM THE INSTITUTIONS RESPONSIBLE FOR THEIR EDUCATION, HEALTH, HOUSING, SAFETY, AND WELL-BEING. OVER 250 ACTIVE GRASSROOTS LEADERS CONTRIBUTE VOLUNTEER TIME VALUED AT OVER $1,000,000. PACT LEADERS ORGANIZE FOR SOLUTIONS TO RACIAL AND ECONOMIC INEQUALITIES AND TO CREATE A COMMUNITY, STATE AND COUNTRY WHERE TRULY #WEALLBELONG! THE ORGANIZATION IS A MEMBER OF PICO CA (PEOPLE IMPROVING COMMUNITIES THROUGH ORGANIZING) AND FAITH IN ACTION, THE LARGEST GRASSROOTS, FAITH- BASED COMMUNITY ORGANIZING NETWORK IN THE STATE AND COUNTRY. KEY ACHIEVEMENTS INCLUDE: PACT'S SOLIDARITY NETWORK OF 70+ CONGREGATIONS PROVIDED SANCTUARY AND SUPPORT TO IMMIGRANT FAMILIES FEARING DEPORTATION. PACT CO-LED THE COLLABORATIVE RAPID RESPONSE NETWORK WITH A 24-7 HOTLINE AND TRAINED VOLUNTEER RAPID RESPONDERS TO SUPPORT IMMIGRANT NEIGHBORS WHEN IMMIGRATION AND CUSTOMS ENFORCEMENT ("ICE") COMES TO OUR COMMUNITY. PACT WON NEW POLICIES AND PROGRAMS TO PROTECT RENTERS IN THE FACE OF SKYROCKETING RENTS AND EVICTIONS. WITH THE PICO CA NETWORK AND ALLIES, PACT WON SB 1421 FOR TRANSPARENCY RE. POLICE SERIOUS USE OF FORCE AND MISCONDUCT. LOCALLY, PACT HELD A BELOVED COMMUNITY DIALOGUE WITH POLICE CHIEFS FROM 8 CITIES AND LED TRAINING ON PROCEDURAL JUSTICE WITH THE SAN JOSE POLICE DEPARTMENT. PACT INCREASED MEANINGFUL PARENT INVOLVEMENT WITH PUBLIC SCHOOLS AND DISTRICTS TO CLOSE THE ACHIEVEMENT GAP SO THAT ALL STUDENTS HAVE OPPORTUNITIES FOR SUCCESS IN COLLEGE AND LIFE. PACT ENGAGED THOUSANDS OF NEW AND INFREQUENT VOTERS TO UNDERSTAND AND USE THE POWER OF THEIR VOTES. FORM 990, PART VI, SECTION B, LINE 11B THE TAX RETURN IS PREPARED BY A CERTIFIED PUBLIC ACCOUNTANT AND IS FORWARDED TO THE TREASURER FOR REVIEW AND APPROVAL. ONCE IT IS APPROVED THE CERTIFIED PUBLIC ACCOUNTANT WILL PREPARE THE FINAL RETURN FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS/DIRECTORS ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS PRIOR TO BECOMING A BOARD MEMBER AND ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS AS THEY ARISE WHILE SERVING ON THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE ED'S COMPENSATION IS DETERMINED BY THE BOARD OFFICERS ON BEHALF OF THE BOARD OF DIRECTORS. THE COMPENSATION PACKAGE WAS DEVELOPED BY REVIEWING MARKET SURVEYS WHICH PROVIDED COMPENSATION RANGES BASED ON COMPARABLE NON-PROFIT ORGANIZATIONS, LOCATION, ORGANIZATION SIZE AND THE ED'S RESPONSIBILITY LEVEL. THE BOARD ALSO TOOK INTO CONSIDERATION THE FOLLOWING: RELATIONSHIP OF THE ED'S COMPENSATION TO THE COMPENSATION OF OTHER EMPLOYEES, THE COMPLEXITY OF THE ORGANIZATION AND ITS SIZE, THE JOB DUTIES OF THE ED, THE INDIVIDUAL'S SALARY HISTORY, AND THE ORGANIZATION'S NEED FOR THE SERVICES OF THE ED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC DIRECTLY UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR.