TRANSFORMCA: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- TRANSFORMCA (EIN 72-1521579)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-10-16
- IRS object ID
- 201912899349301151
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-16T15:19:05-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 943108253 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NOVOGRADAC & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2033 N MAIN STREET SUITE 400 | AddressLine1Txt |
| City | WALNUT CREEK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94596 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 721521579 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRANSFORMCA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TRAN | BusinessNameControlTxt |
| Phone | 5107403150 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 436 14TH STREET NO 600 | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94612 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JO ANN PROMPONGSATORN FARRANT | PersonNm |
| Person Title | INTERIM CO-EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5107403150 | PhoneNum |
| Signature | 2019-10-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN T WILSON | PreparerPersonNm |
| PTIN | P01313212 | PTIN |
| Phone | 9259494300 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.206.196.254 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-10 | IPDt |
| IP Tm | 14:33:04 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 89F1A76700EA065CFF50D0E8DC87602FC482CDFE | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 89F1A76700EA065CFF50D0E8DC87602FC482CDFE | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRANSFORM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STUART COHEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 436 14TH STREET SUITE 600 | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,101,793 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.TRANSFORMCA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2002 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TRANSFORM PROMOTES WALKABLE COMMUNITIES WITH EXCELLENT TRANSPORTATION CHOICES TO CONNECT PEOPLE OF ALL INCOMES TO OPPORTUNITY, KEEP CALIFORNIA AFFORDABLE AND HELP SOLVE OUR CLIMATE CRISIS. WITH DIVERSE PARTNERS WE ENGAGE COMMUNITIES IN PLANNING, RUN INNOVATIVE PROGRAMS AND WIN POLICY CHANGE AT THE LOCAL, REGIONAL AND STATE LEVELS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 34 | TotalEmployeeCnt |
| Total Volunteers | 1 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $8,044 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,316,768 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,025,288 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $122,570 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $74,230 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,026 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,275 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $3,440,364 | PYTotalRevenueAmt |
| CY Total Revenue | $3,101,793 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $10,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $15,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,506,459 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,071,224 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $213,396 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $833,208 | PYOtherExpensesAmt |
| CY Other Expenses | $911,395 | CYOtherExpensesAmt |
| PY Total Expenses | $3,349,667 | PYTotalExpensesAmt |
| CY Total Expenses | $2,997,619 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $90,697 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $104,174 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,065,887 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,127,617 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $273,978 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $231,534 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,791,909 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,896,083 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TRANSFORM WORKS TO CREATE WORLD-CLASS PUBLIC TRANSPORTATION AND WALKABLE COMMUNITIES IN THE BAY AREA AND BEYOND. WE BUILD DIVERSE COALITIONS, INFLUENCE POLICY AND DEVELOP INNOVATIVE PROGRAMS TO IMPROVE THE LIVES OF ALL PEOPLE AND PROTECT THE ENVIRONMENT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $425,932 | ExpenseAmt |
| Revenue | $0 | RevenueAmt |
| Desc | CLIMATE PLAN - BRINGS TOGETHER A COLLABORATION OF ENVIRONMENTAL, PUBLIC HEALTH, SOCIAL EQUITY AND PLANNING ORGANIZATIONS TO ENSURE THAT SMART LAND USE AND SUSTAINABLE TRANSPORTATION ARE KEY COMPONENTS OF CALIFORNIA'S STRATEGY TO REDUCE GREENHOUSE GAS EMISSIONS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $556,480 | ExpenseAmt |
| Revenue | $1,032 | RevenueAmt |
| Desc | SAFE ROUTES TO SCHOOL -PROVIDES EDUCATION AND ENCOURAGEMENT TO INCREASE THE NUMBER OF CHILDREN WALKING AND BICYCLING SAFELY TO SCHOOL, FOCUSING ON ALAMEDA COUNTY. THE PROGRAM TRAINS PARENTS, SCHOOL LEADERS AND VOLUNTEERS AND WORKS WITH CITY OFFICIALS AND LAW ENFORCEMENT TO IMPROVE SAFETY NEAR SCHOOLS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $720,438 | ExpenseAmt |
| Grant | $15,000 | GrantAmt |
| Revenue | $16,500 | RevenueAmt |
| Desc | REGIONAL ADVOCACY -ENGAGES COMMUNITIES, BUILDS DIVERSE COALITIONS, PROVIDES TECHNICAL ASSISTANCE, PURSUES STRATEGIC COMMUNICATIONS, AND ENGAGES IN DIRECT ADVOCACY TO SUPPORT REGIONAL SOLUTIONS AND LOCAL INNOVATIONS THAT ADVANCE AFFORDABLE, WALKABLE COMMUNITIES AND EQUITABLE TRANSIT OPTIONS THROUGHOUT THE BAY AREA. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $726,362 | ExpenseAmt |
| Revenue | $56,698 | RevenueAmt |
| Desc | GREEN TRIP -RUNS INNOVATIVE CERTIFICATION PROGRAM, CONDUCTS AND DOCUMENTS GROUNDBREAKING RESEARCH, AND PROVIDES TOOLS TO HELP CITIES, DEVELOPERS, AND COMMUNITY GROUPS ENSURE THAT DEVELOPMENT INCLUDES COMPREHENSIVE STRATEGIES TO REDUCE TRAFFIC AND GREENHOUSE GAS EMISSIONS AND INCREASE USE OF EXISTING TRANSIT CHOICES. - PROGRAM EXPENSES: $277,744- PROGRAM REVENUE: $51,198STATE ADVOCACY - PERFORMS POLICY ANALYSIS, FRAMES CONVERSATIONS ABOUT CLIMATE INVESTMENTS AND EQUITY, BRINGS TOGETHER DIVERSE PARTNERS, ADVOCATES FOR SUSTAINABLE TRANSPORTATION FUNDING AND POLICY AT THE STATE LEVEL; SHARES REGIONAL MODELS OF WHAT'S WORKING AT A REGIONAL SCALE THROUGHOUT CALIFORNIA AND BEYOND.- PROGRAM EXPENSES: $215,700- PROGRAM REVENUE: $5,500MOBILITY HUBS - PROVIDES COMMUNITY MOBILITY HUBS THAT INCLUDE SOLAR ELECTRIC VEHICLE (EV) CAR SHARING, E-BIKES, FREE TRANSIT PASSES, AND OTHER TRANSPORTATION BENEFITS TO LOW-INCOME RESIDENTS BASED AT THREE AFFORDABLE HOUSING SITES IN OAKLAND, RICHMOND, AND SAN JOSE.-PROGRAM EXPENSES: $232,918-PROGRAM REVEUNE: $0OTHER PROGRAM SERVICES TOTAL | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $726,362 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $56,698 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $2,429,212 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | 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 | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | 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 | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | 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 | 41 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 34 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| 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 | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| 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 | RUTA ABRAHAM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5107403150 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 436 14TH STREET SUITE 600 | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94612 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| DAN LUSCHER | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHANEY KIPPLE | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JEFF TIELL | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| VI LAM | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BARNALI GHOSH | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAME ERVIN | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ALICE CHEN | ||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| EARL KAING | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WAYNE CHEN | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAOLO COSULICH-SCHWARTZ | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHELE BEASLEY | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PEDRO GALVAO | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CURT JOHANSEN | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FANTA KAMAKATE | ||||||
| BOARD CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SHIREEN MALEKAFZALI | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DANIEL PAROLEK | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STUART COHEN | ||||||
| PRESIDENT | 37.50 | $116,690 | $0 | $16,673 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $116,690 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $16,673 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HISTORIC CENTRAL BUILDING LLC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 436 14TH STREET | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | OCCUPANCY | ServicesDesc |
| Compensation | $253,042 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,027,014 | GovernmentGrantsAmt |
| All Other Contributions | $1,998,274 | AllOtherContributionsAmt |
| Total Contributions | $3,025,288 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEES FOR SERVICE | Desc |
| Business | 541900 | BusinessCd |
| Total Revenue Column | $74,230 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $74,230 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $74,230 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,275 | TotalRevenueColumnAmt |
| Exclusion | $2,275 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,101,793 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $74,230 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,275 | 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 | $15,000 | TotalAmt |
| Program Services | $15,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,690 | TotalAmt |
| Program Services | $93,092 | ProgramServicesAmt |
| Management And General | $14,954 | ManagementAndGeneralAmt |
| Fundraising | $8,644 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,643,687 | TotalAmt |
| Program Services | $1,311,286 | ProgramServicesAmt |
| Management And General | $210,646 | ManagementAndGeneralAmt |
| Fundraising | $121,755 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $169,693 | TotalAmt |
| Program Services | $135,376 | ProgramServicesAmt |
| Management And General | $21,747 | ManagementAndGeneralAmt |
| Fundraising | $12,570 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,154 | TotalAmt |
| Program Services | $112,609 | ProgramServicesAmt |
| Management And General | $18,089 | ManagementAndGeneralAmt |
| Fundraising | $10,456 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,748 | TotalAmt |
| Program Services | $18,177 | ProgramServicesAmt |
| Management And General | $1,609 | ManagementAndGeneralAmt |
| Fundraising | $962 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,000 | TotalAmt |
| Program Services | $17,000 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $405,427 | TotalAmt |
| Program Services | $350,237 | ProgramServicesAmt |
| Management And General | $34,541 | ManagementAndGeneralAmt |
| Fundraising | $20,649 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,880 | TotalAmt |
| Program Services | $1,432 | ProgramServicesAmt |
| Management And General | $151 | ManagementAndGeneralAmt |
| Fundraising | $297 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,513 | TotalAmt |
| Program Services | $65,926 | ProgramServicesAmt |
| Management And General | $6,064 | ManagementAndGeneralAmt |
| Fundraising | $13,523 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $265,042 | TotalAmt |
| Program Services | $211,443 | ProgramServicesAmt |
| Management And General | $33,966 | ManagementAndGeneralAmt |
| Fundraising | $19,633 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,432 | TotalAmt |
| Program Services | $66,672 | ProgramServicesAmt |
| Management And General | $2,484 | ManagementAndGeneralAmt |
| Fundraising | $2,276 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,712 | TotalAmt |
| Program Services | $19,802 | ProgramServicesAmt |
| Management And General | $390 | ManagementAndGeneralAmt |
| Fundraising | $520 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,068 | TotalAmt |
| Program Services | $5,639 | ProgramServicesAmt |
| Management And General | $1,405 | ManagementAndGeneralAmt |
| Fundraising | $24 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,673 | TotalAmt |
| Program Services | $4,492 | ProgramServicesAmt |
| Management And General | $5,764 | ManagementAndGeneralAmt |
| Fundraising | $417 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUES, LICENSES, SERVICE | Desc |
| Total | $5,900 | TotalAmt |
| Program Services | $1,029 | ProgramServicesAmt |
| Management And General | $3,201 | ManagementAndGeneralAmt |
| Fundraising | $1,670 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,997,619 | TotalAmt |
| Program Services | $2,429,212 | ProgramServicesAmt |
| Management And General | $355,011 | ManagementAndGeneralAmt |
| Fundraising | $213,396 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $600 | BOYAmt |
| EOY | $600 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $945,732 | BOYAmt |
| EOY | $708,291 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $696,000 | BOYAmt |
| EOY | $948,167 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $312,574 | BOYAmt |
| EOY | $397,147 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,501 | BOYAmt |
| EOY | $64,057 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $99,727 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $92,243 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,552 | BOYAmt |
| EOY | $7,484 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,928 | BOYAmt |
| EOY | $1,871 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,065,887 | BOYAmt |
| EOY | $2,127,617 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $185,101 | BOYAmt |
| EOY | $188,914 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,598 | BOYAmt |
| EOY | $17,801 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,279 | BOYAmt |
| EOY | $24,819 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $273,978 | BOYAmt |
| EOY | $231,534 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $746,547 | BOYAmt |
| EOY | $473,152 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,045,362 | BOYAmt |
| EOY | $1,422,931 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,791,909 | BOYAmt |
| EOY | $1,896,083 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,065,887 | BOYAmt |
| EOY | $2,127,617 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $104,174 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,229,001 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,478,748 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,397,711 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,316,768 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,025,288 | CurrentTaxYearAmt |
| Total | $15,447,516 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,229,001 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,478,748 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,397,711 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,316,768 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,025,288 | CurrentTaxYearAmt |
| Total | $15,447,516 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,498,263 | SubstantialContributorsTotAmt |
| Public Support Total170 | $11,949,253 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,815 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,296 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,378 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,026 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,275 | CurrentTaxYearAmt |
| Total | $10,790 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $15,458,306 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $552,397 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.77300 | PublicSupportCY170Pct |
| Public Support PY170 | 0.74510 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $10,594 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $60,546 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $71,140 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $2,926,479 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $2,997,619 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $299,881 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $74,970 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $325,521 | CurrentYearMinus3Amt |
| Current Year Minus2 | $316,706 | CurrentYearMinus2Amt |
| Current Year Minus1 | $316,131 | CurrentYearMinus1Amt |
| Current Year | $299,881 | CurrentYearAmt |
| Total | $1,258,239 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,887,359 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $67,058 | CurrentYearMinus3Amt |
| Current Year Minus2 | $36,958 | CurrentYearMinus2Amt |
| Current Year Minus1 | $52,195 | CurrentYearMinus1Amt |
| Current Year | $71,140 | CurrentYearAmt |
| Total | $227,351 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $81,380 | CurrentYearMinus3Amt |
| Current Year Minus2 | $79,177 | CurrentYearMinus2Amt |
| Current Year Minus1 | $79,033 | CurrentYearMinus1Amt |
| Current Year | $74,970 | CurrentYearAmt |
| Total | $314,560 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $471,840 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $27,818 | CurrentYearMinus3Amt |
| Current Year Minus2 | $13,052 | CurrentYearMinus2Amt |
| Current Year Minus1 | $27,057 | CurrentYearMinus1Amt |
| Current Year | $10,594 | CurrentYearAmt |
| Total | $78,521 | TotalAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $99,727 | OtherCostOrOtherBasisAmt |
| Depreciation | $92,243 | DepreciationAmt |
| Book Value | $7,484 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $7,484 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED RENT PAYABLE | $16,814 |
| CAPITAL LEASE OBLIGATION | $8,005 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $24,819 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,101,793 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,101,793 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,101,793 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,997,619 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,997,619 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,997,619 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | TRANSFORM HAS NO UNCERTAIN TAX POSITIONS. THE PREPARATION OF FINANCIAL STATEMENTS IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRES THE ORGANIZATION TO REPORT INFORMATION REGARDING ITS EXPOSURE TO VARIOUS TAX POSITIONS TAKEN BY THE ORGANIZATION. MANAGEMENT HAS DETERMINED WHETHER ANY TAX POSITIONS HAVE MET THE RECOGNITION THRESHOLD AND HAS MEASURED THE ORGANIZATION'S EXPOSURE TO THOSE TAX POSITIONS. MANAGEMENT BELIEVES THAT THE ORGANIZATION HAS ADEQUATELY ADDRESSED ALL RELEVANT TAX POSITIONS AND THAT THERE ARE NO UNRECORDED TAX LIABILITIES. FEDERAL AND STATE TAX AUTHORITIES GENERALLY HAVE THE RIGHT TO EXAMINE AND AUDIT THE PREVIOUS THREE YEARS OF TAX RETURNS FILED. ANY INTEREST OR PENALTIES ASSESSED TO THE ORGANIZATION ARE RECORDED IN OPERATING EXPENSES. NO INTEREST OR PENALTIES FROM FEDERAL OR STATE TAX AUTHORITIES WERE RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATHOLIC CHARITIES OF STOCKTON | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1106 NORTH EL DORADO | AddressLine1Txt |
| City | STOCKTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 941629114 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $15,000 | CashGrantAmt |
| Purpose Of Grant | SB 375 CAPACITY BUILDING TRAININGS NORTH SAN JOAQUIN VALLEY | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | AT THE INITIATION OF A SUBGRANT, TRANSFORM AND THE GRANT RECIPIENT AGREE TO WRITTEN TERMS OUTLINING NARRATIVE AND FINANCIAL REPORTING EXPECTED FROM THE RECIPIENT. THE AGREEMENT MAY ADDITIONALLY SPECIFY OTHER WAYS THAT THE RECIPIENT IS TO PROVIDE UPDATES, SUCH AS PARTICIPATING IN PERIODIC MEETINGS THAT ADVANCE THE PURPOSE OF THE SUBGRANT. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 IS REVIEWED BY THE INTERIM CO-ED, THE SENIOR ACCOUNTANT, AND THE MEMBERS OF THE BOARD AUDIT COMMITTEE. THE CHAIR OF THE FINANCE COMMITTEE ALSO HAS AN OPPORTUNITY TO REVIEW THE 990. ONCE THIS GROUP HAS APPROVED THE 990, IT IS GIVEN TO THE ENTIRE BOARD FOR REVIEW BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY WAS ADOPTED BY THE BOARD IN DECEMBER 2008. THERE WAS AN ANNUAL REVIEW BY ALL BOARD MEMBERS IN DECEMBER 2009, AND THIS HAS BEEN DONE SO ANNUALLY THEREAFTER. |
| FORM 990, PART VI, SECTION B, LINE 15A | PROCESS FOR DETERMINING THE PRESIDENT'S COMPENSATION: 1) THE DEPUTY DIRECTOR OF ORGANIZATIONAL DEVELOPMENT MAINTAINS CURRENT COPIES OF RECENT NONPROFIT COMPENSATION STUDIES. 2) A COMPENSATION COMPARISON IS DEVELOPED BY THE CONTROLLER OR THE DEPUTY DIRECTOR OF ORGANIZATIONAL DEVELOPMENT AND GIVEN TO THE CHAIR OF THE BOARD AND THE PRESIDENT'S COMPENSATION COMMITTEE. 3) THE COMPENSATION COMMITTEE FOUND THAT NONE OF ITS MEMBERS HAD A CONFLICT OF INTEREST WITH RESPECT TO THE PROPOSED TRANSACTION AND IT APPROVED THE COMPENSATION ARRANGEMENT IN ADVANCE OF THE BOARD MEETING. 4) THE COMPENSATION COMMITTEE RELIED UPON APPROPRIATE DATA PROVIDED BY THE CONTROLLER OR THE DEPUTY DIRECTOR OF ORGANIZATIONAL DEVELOPMENT AS TO COMPARABILITY OF THE COMPENSATION PRIOR TO MAKING ITS DETERMINATION, AS WELL AS INFORMATION FROM THE EVALUATION COMMITTEE ON THE PRESIDENT'S PERFORMANCE FOR THE YEAR; AND 5) THE COMPENSATION COMMITTEE ADEQUATELY DOCUMENTED THE BASIS FOR ITS DETERMINATION CONCURRENTLY WITH MAKING THAT DETERMINATION. 6) PROCESS FOR DETERMINING KEY EMPLOYEE COMPENSATION: THE PRESIDENT USES THE ABOVE STUDIES, IN TANDEM WITH THE DEPUTY DIRECTOR OF ORGANIZATIONAL DEVELOPMENT AND PROGRAM DIRECTORS AS APPROPRIATE, TO DETERMINE KEY EMPLOYEE COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | FEES FOR OUTREACH CONSULTANTS AND ORGANIZATIONAL MANAGEMENT SERVICES: PROGRAM SERVICE EXPENSES 350,237. MANAGEMENT AND GENERAL EXPENSES 34,541. FUNDRAISING EXPENSES 20,649. TOTAL EXPENSES 405,427. |
| FORM 990, PART XII, LINE 2C | PROCESS IS UNCHANGED FROM PRIOR YEAR |