ONEOC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ONEOC (EIN 95-2021700)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201943189349307129
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T11:08:45-08:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330686301 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | White Nelson Diehl Evans LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2875 Michelle Drive Suite 300 | AddressLine1Txt |
| City | Irvine | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92606 | 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 | 952021700 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ONEOC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ONEO | BusinessNameControlTxt |
| Phone | 7149535757 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 E Fourth Street | AddressLine1Txt |
| City | Santa Ana | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92705 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Strauch Timothy -1119 | PersonNm |
| Person Title | CEO/President | PersonTitleTxt |
| Signature | 2019-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Christina M Wenk CPA | PreparerPersonNm |
| PTIN | P01255081 | PTIN |
| Phone | 7149781300 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Strauch Timothy | PrincipalOfficerNm |
| Gross Receipts | $12,372,800 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ONEOC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1958 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | FULL SERVICE, NONPROFIT RESOURCE CENTER WITH AN EXTENSIVE OFFERING OF INTEGRATED SERVICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 122 | TotalEmployeeCnt |
| Total Volunteers | 22937 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $9,769,426 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,657,962 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,679,153 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,659,527 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,197 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,285 | CYInvestmentIncomeAmt |
| PY Other Revenue | $100,325 | PYOtherRevenueAmt |
| CY Other Revenue | -$55,723 | CYOtherRevenueAmt |
| PY Total Revenue | $11,552,101 | PYTotalRevenueAmt |
| CY Total Revenue | $12,268,051 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,574,510 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,058,171 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,920,851 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,165,626 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $231,363 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,098,568 | PYOtherExpensesAmt |
| CY Other Expenses | $3,319,577 | CYOtherExpensesAmt |
| PY Total Expenses | $10,593,929 | PYTotalExpensesAmt |
| CY Total Expenses | $12,543,374 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $958,172 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$275,323 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,663,155 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,391,195 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,105,074 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,108,437 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,558,081 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,282,758 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Oneoc's mission is to accelerate nonprofit success with funding from public and private sources. OneOC delivers the following three services: volunteer Services, Organization Development Services, and Back Office Business Services. We help orange county's nonprofits become as EFFECTIVE AND EFFICIENT AS THEY ARE PASSIONATE ABOUT THEIR MISSIONS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $8,981,090 | ExpenseAmt |
| Grant | $2,043,519 | GrantAmt |
| Revenue | $304,987 | RevenueAmt |
| Desc | Back Office Business Services: For social entrepreneurs, foundations, and collaborations who want to operate more effectively and efficiently using OneOC's fiscal sponsorship for their nonprofit infrastructure and/or back office services. Organizations can focus on what they do best and fulfill their mission by using OneOC's non-profit accounting services. Company Charitable Funds: Companies are able to establish their own charitable giving programs, without forming a private foundation, using OneOCs Company Foundation Program by establishing your own Donor Advised Funds and / or utilizing Charitable Giving Cards. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,336,840 | ExpenseAmt |
| Revenue | $2,268,679 | RevenueAmt |
| Desc | Volunteer Services: For individuals, companies, self-directed teams, and nonprofit organizations who want meaningful volunteer experiences that result in increased civic engagement. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $503,952 | ExpenseAmt |
| Grant | $2,979,945 | GrantAmt |
| Revenue | $85,861 | RevenueAmt |
| Desc | Organization Developmental Services: Delivers training, membership and consulting services for nonprofit and company leaders, professionals, and volunteers who want to develop their knowledge and skills for greater personal and organizational mission impact and business success. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $11,821,882 | 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 |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (true) | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | 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 | 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 | Yes (true) | 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 With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| 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 | 99 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 122 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| 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 |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| 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 | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | 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 | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Valerie Fryer | PersonNm |
| Phone | 7149535757 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 E Fourth Street Ste 100 | AddressLine1Txt |
| City | Santa Ana | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92705 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| Mcquaid Daniel J-123118 | |||||||
| CEO/PRESIDENT | 37.50 | 0.00 | Yes (X) | Yes (X) | $231,844 | $0 | $14,771 |
| Bennett Michael | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Reindl Rob | |||||||
| Chair -12/31/18 | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Copley David | |||||||
| Vice Chair-Aud | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Duncan Peter | |||||||
| Boardd Chair | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Rubalcava Natalie | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Sherman Kim | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Welches Mark | |||||||
| Dir - 2/1/18 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Benjamins Sherry | |||||||
| Dir - 12/31/18 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Black Jeff | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Euser Andrew | |||||||
| Vice Chair-Gov | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Fawaz Bassam | |||||||
| Vice Chair Stra | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Feuerborn Paul | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Hedges Pam | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Hogan John | |||||||
| Vice Chair Bus. | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Oyler Tennyson | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Talbot Todd | |||||||
| Dir -12/31/18 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Vogeding Steven | |||||||
| Treasurer | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Frey Shellie | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Jindal Micah | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Leuer Jennifer | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Reese Dawn | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Sfreddo Amy | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Wagschal Michael | |||||||
| Dir -12/31/18 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Wheeler Jaime | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Fryer Valerie | |||||||
| Director of Fin | 37.50 | 0.00 | Yes (X) | $115,487 | $0 | $8,068 | |
| Strauch Timothy -1119 | |||||||
| CEO/President | 37.50 | 0.00 | Yes (X) | $156,475 | $0 | $15,145 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $503,806 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $37,984 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $366,320 | MembershipDuesAmt |
| Fundraising | $355,499 | FundraisingAmt |
| Government Grants | $1,453,075 | GovernmentGrantsAmt |
| All Other Contributions | $7,483,068 | AllOtherContributionsAmt |
| Noncash Contributions | $254,184 | NoncashContributionsAmt |
| Total Contributions | $9,657,962 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Service Fees | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $2,659,527 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,659,527 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,659,527 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,285 | TotalRevenueColumnAmt |
| Exclusion | $6,285 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $41,333 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $355,499 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $104,749 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$63,416 | TotalRevenueColumnAmt |
| Exclusion | -$63,416 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $7,693 | TotalRevenueColumnAmt |
| Exclusion | $7,693 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $7,693 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,268,051 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,659,527 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | -$49,438 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,058,171 | TotalAmt |
| Program Services | $5,058,171 | 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 | $623,706 | TotalAmt |
| Program Services | $355,665 | ProgramServicesAmt |
| Management And General | $191,962 | ManagementAndGeneralAmt |
| Fundraising | $76,079 | FundraisingAmt |
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 | $2,958,695 | TotalAmt |
| Program Services | $2,723,564 | ProgramServicesAmt |
| Management And General | $154,865 | ManagementAndGeneralAmt |
| Fundraising | $80,266 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $323,663 | TotalAmt |
| Program Services | $283,291 | ProgramServicesAmt |
| Management And General | $30,115 | ManagementAndGeneralAmt |
| Fundraising | $10,257 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $259,562 | TotalAmt |
| Program Services | $224,788 | ProgramServicesAmt |
| Management And General | $23,664 | ManagementAndGeneralAmt |
| Fundraising | $11,110 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $531,998 | TotalAmt |
| Program Services | $477,948 | ProgramServicesAmt |
| Management And General | $43,200 | ManagementAndGeneralAmt |
| Fundraising | $10,850 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,999 | TotalAmt |
| Program Services | $5,840 | ProgramServicesAmt |
| Management And General | $159 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,478 | TotalAmt |
| Program Services | $47,253 | ProgramServicesAmt |
| Management And General | $225 | 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 | $0 | TotalAmt |
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 | $266,442 | TotalAmt |
| Program Services | $266,126 | ProgramServicesAmt |
| Fundraising | $316 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,989 | TotalAmt |
| Program Services | $30,291 | ProgramServicesAmt |
| Fundraising | $9,698 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $928,307 | TotalAmt |
| Program Services | $915,408 | ProgramServicesAmt |
| Management And General | $2,751 | ManagementAndGeneralAmt |
| Fundraising | $10,148 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $365,208 | TotalAmt |
| Program Services | $365,182 | ProgramServicesAmt |
| Management And General | $26 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $264,600 | TotalAmt |
| Program Services | $256,437 | ProgramServicesAmt |
| Management And General | $4,792 | ManagementAndGeneralAmt |
| Fundraising | $3,371 | FundraisingAmt |
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 | $0 | TotalAmt |
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 | $66,733 | TotalAmt |
| Program Services | $48,991 | ProgramServicesAmt |
| Management And General | $10,690 | ManagementAndGeneralAmt |
| Fundraising | $7,052 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,739 | TotalAmt |
| Program Services | $22,594 | ProgramServicesAmt |
| Management And General | $145 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| In-Kind Expenses | $224,578 | $223,746 | $832 | |
| Telephone and Utilities | $123,273 | $120,218 | $2,370 | $685 |
| Miscellaneous | $120,952 | $112,840 | $4,234 | $3,878 |
| Direct Client Care | $65,287 | $65,287 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $245,994 | TotalAmt |
| Program Services | $218,242 | ProgramServicesAmt |
| Management And General | $20,099 | ManagementAndGeneralAmt |
| Fundraising | $7,653 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,543,374 | TotalAmt |
| Program Services | $11,821,882 | ProgramServicesAmt |
| Management And General | $490,129 | ManagementAndGeneralAmt |
| Fundraising | $231,363 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,190,865 | BOYAmt |
| EOY | $2,472,478 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,247,548 | BOYAmt |
| EOY | $1,256,422 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $816,802 | BOYAmt |
| EOY | $674,103 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $561,969 | BOYAmt |
| EOY | $572,933 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $190 | BOYAmt |
| EOY | $1,646 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,454 | BOYAmt |
| EOY | $59,437 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $472,547 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $415,065 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,704 | BOYAmt |
| EOY | $57,482 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,672,079 | BOYAmt |
| EOY | $1,295,531 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,544 | BOYAmt |
| EOY | $1,163 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,663,155 | BOYAmt |
| EOY | $6,391,195 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $537,915 | BOYAmt |
| EOY | $528,567 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $248,903 | BOYAmt |
| EOY | $465,032 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $314,518 | BOYAmt |
| EOY | $114,838 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,738 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,105,074 | BOYAmt |
| EOY | $1,108,437 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,301,023 | BOYAmt |
| EOY | $1,929,847 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,257,058 | BOYAmt |
| EOY | $3,352,911 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,558,081 | BOYAmt |
| EOY | $5,282,758 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,663,155 | BOYAmt |
| EOY | $6,391,195 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$275,323 | ReconcilationRevenueExpnssAmt |
| 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,253,244 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,684,760 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,626,726 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,769,426 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,657,962 | CurrentTaxYearAmt |
| Total | $41,992,118 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,875,361 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,205,889 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,313,294 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,679,153 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,659,527 | CurrentTaxYearAmt |
| Total | $10,733,224 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,128,605 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,890,649 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,940,020 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,448,579 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,317,489 | CurrentTaxYearAmt |
| Total | $52,725,342 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,713,876 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,096,637 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,280,967 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,677,282 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,751,491 | CurrentTaxYearAmt |
| Total | $15,520,253 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,713,876 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,096,637 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,280,967 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,677,282 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,751,491 | CurrentTaxYearAmt |
| Total | $15,520,253 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $37,205,089 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,796 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,506 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,175 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,197 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,285 | CurrentTaxYearAmt |
| Total | $13,959 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,796 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,506 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,175 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,197 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,285 | CurrentTaxYearAmt |
| Total | $13,959 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $99,424 | CurrentTaxYearMinus1YearAmt |
| Total | $99,424 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,414 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,857 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,928 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $901 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,693 | CurrentTaxYearAmt |
| Total | $52,793 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,134,815 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,916,012 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,957,123 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,552,101 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,331,467 | CurrentTaxYearAmt |
| Total | $52,891,518 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.70340 | PublicSupportCY509Pct |
| Public Support PY509 | 0.69780 | PublicSupportPY509Pct |
| Investment Income CY | 0.00030 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00020 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 | 23 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $2,750,984 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $2,750,984 | DonorAdvisedFundsGrantsAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,952 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,952 | DepreciationAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $469,595 | OtherCostOrOtherBasisAmt |
| Depreciation | $412,113 | DepreciationAmt |
| Book Value | $57,482 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $57,482 | TotalBookValueLandBuildingsAmt |
| Total Book Value Program Rltd | $1,295,531 | TotalBookValueProgramRltdAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $12,453,118 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $155,460 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $29,607 | OtherRevenueAmt |
| Revenue Not Reported | $185,067 | RevenueNotReportedAmt |
| Revenue Subtotal | $12,268,051 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $12,268,051 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $12,728,441 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $155,460 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $29,607 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $185,067 | ExpensesNotReportedAmt |
| Expenses Subtotal | $12,543,374 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $12,543,374 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part X : FIN48 Footnote | OneOC is exempt from taxation under Section 501(c)(3) of the Internal Revenue Code and Section 23701d of the California Revenue and Taxation Code and is generally not subject to federal or state income taxes. However, OneOC is subject to income taxes on any net income that is derived from an unrelated business activity and not in furtherance of the purposes for which it was granted exemption. No income tax provision has been recorded, as the net income, if any, from any unrelated trade or business, in the opinion of management, is not material to the accompanying financial statements taken as a whole. OneOCs tax years from 2015 to 2018 are open to review for federal tax purposes, and tax years from 2014 to 2018 are open to review for state tax purposes. |
| Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 | Special Event In-Kind Expense $29607 |
| Part XII, Line 2d: Other expenses and losses per audited F/S | Special Event In-Kind Expense $29607 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agrmt Prof Fundraising Acty | false | AgrmtProfFundraisingActyInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Spirit of Volunteerism | Event1Nm |
| Gross Receipts Event1 | $396,832 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $355,499 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $41,333 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $29,607 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $27,029 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $46,224 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $1,889 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $396,832 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $355,499 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $41,333 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $29,607 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $27,029 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $46,224 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,889 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $104,749 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$63,416 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (54 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Alzheimers Orange County | |||||||
| 2515 McCabe Way Suite 200 | Irvine | CA | 92614 | 953702013 | $10,000 | $0 | Research |
| American Red Cross of Orange | |||||||
| 600 Parkcenter Drive | Santa Ana | CA | 92705 | 530196605 | $123,969 | $0 | Public Safety, Disaster Preparednes |
| Anaheim Ducks Foundation | |||||||
| 2101 E COAST HWY FL 3RD | CORONA DL MAR | CA | 92625 | 113839845 | $150,000 | $0 | Youth Development |
| Antis Roofing & Waterproofing | |||||||
| 2649 Campus Drive | Irvine | CA | 92612 | 952021700 | $18,410 | $0 | Safety |
| BOYS HOPE GIRLS HOPE | |||||||
| 17701 Cowan Ave Suite 150G | Irvine | CA | 92614 | 510182614 | $10,000 | $0 | Health & Education Services |
| CHARITABLE VENTURES OF ORANGE | |||||||
| 1505 E 17th St 101 | Santa Ana | CA | 92705 | 208756660 | $107,026 | $0 | Capacity Building |
| CIBACS FOUNDATION | |||||||
| 21400 Magnolia Street | Huntington Beac | CA | 92646 | 330723897 | $10,926 | $0 | EDUATION |
| COALITION OF ORANGE COUNTY | |||||||
| 515 N Cabrillo Dr Suite 22 | Santa Ana | CA | 92701 | 952900725 | $153,000 | $0 | Professional Societies & Assoc. |
| Community Foundation of Napa | |||||||
| 3299 Claremont Way Suite 2 | Napa | CA | 94558 | 680349777 | $50,000 | $0 | Enhance quality of life |
| Community Foundation Sonoma | |||||||
| 120 Stony Point Road Suite 22 | Santa Rosa | CA | 95401 | 680003212 | $50,000 | $0 | Enhance quality of life |
| Desert Classic Charities | |||||||
| 78080 CALLE AMIGO | LA QUINTA | CA | 92253 | 330826474 | $12,500 | $0 | Funds raising |
| ENVISION EXCELLENCE IN STEM | |||||||
| 2108 LAMBERTON ROAD | CLEVELAND HEIGH | CA | 44118 | 208622102 | $125,700 | $0 | EDUCATION |
| Habitat for Humanity Sonoma | |||||||
| 3273 Airway Dr Ste E | Santa Rosa | CA | 95403 | 680041170 | $100,000 | $0 | Housing & Shelter |
| Ingram Micro Inc Disaster Re | |||||||
| 3351 Michelson Drive Suite 1 | Irvine | CA | 92612 | 952021700 | $107,500 | $0 | Philanthropy |
| Isaiah House | |||||||
| 316 South Cypress Avenue | Santa Ana | CA | 92701 | 202048636 | $10,000 | $0 | Philanthropy, Voluntarism |
| JAMBOREE HOUSING CORPORATION | |||||||
| 17701 COWAN AVENUE SUITE 220 | IRVINE | CA | 92614 | 330413518 | $50,000 | $0 | HOUSING DEVELOPMENT CONSTRUCTION MA |
| KIDSWORKS | |||||||
| 1902 W CHESTNUT AVE | SANTA ANA | CA | 92703 | 743081569 | $10,000 | $0 | HEALTH & EDUCATION SERVICES |
| Lucille packard foundation fo | |||||||
| 400 hamilton ave ste 240 | palo alto | CA | 94301 | 770440090 | $140,000 | $0 | cancer research |
| Make A Wish OC & Inland Empir | |||||||
| 3230 El Camino Real Suite 100 | Irvine | CA | 92602 | 330036556 | $12,500 | $0 | Human Services |
| Mountain and Sea Educational | |||||||
| 820 South Seaside Avenue | Terminal Island | CA | 90731 | 330943043 | $15,000 | $0 | Ocean Awareness |
| Musella Foundation | |||||||
| 1100 Peninsula Blvd | Hewlett | NY | 11557 | 133938057 | $50,000 | $0 | Human Services |
| National Christian Foundation | |||||||
| 19742 MacArthur Blvd Suite 2 | Irvine | CA | 92612 | 204496482 | $30,000 | $0 | Religion-Related |
| National Roofing Foundation | |||||||
| 10255 W HIGGINS RD STE 600 | ROSEMONT | IL | 60018 | 362934435 | $32,500 | $0 | Education and Research |
| OC School of the Arts Foundat | |||||||
| 1010 N MAIN ST | SANTA ANA | CA | 92701 | 330377341 | $10,000 | $0 | Education |
| Orange County Rescue Mission | |||||||
| One Hope Drive | Tustin | CA | 92782 | 952479552 | $15,000 | $0 | Human Services |
| ORANGE COUNTY RONALD MCDONALD | |||||||
| 383 S Batavia Street | Orange | CA | 92868 | 953167869 | $60,000 | $0 | HUMAN SERVICES |
| Orange County United Way | |||||||
| 18012 Mitchell South | Irvine | CA | 92614 | 330047994 | $20,000 | $0 | Education,financial stability |
| ORANGE ELDERLY SERVICES | |||||||
| 170 S OLIVE ST | ORANGE | CA | 92866 | 330035445 | $6,760 | $0 | HUMAN SERVICES |
| ORANGEWOOD CHILDRENS FOUNDAT | |||||||
| 1575 E 17TH STREET | SANTA ANA | CA | 92705 | 953616628 | $7,000 | $0 | HUMAN SERVICES |
| patient safety movement found | |||||||
| 15776 Laguna Canyon Road | irvine | CA | 92618 | 462730379 | $1,500,000 | $0 | EDUCATION |
| PEDIATRIC BRAIN TUMOR RESEARC | |||||||
| PO BOX 9784 | SEATTLE | WA | 98109 | 753202608 | $75,000 | $0 | RESEARCH |
| PROJECT ACCESS | |||||||
| 2100 W Orangewood Ave Ste 230 | Orange | CA | 92868 | 330834635 | $17,000 | $0 | FAMILY SERVICES |
| Provision Bridge | |||||||
| PO Box 157 | Tallulah Falls | GA | 30573 | 274357830 | $10,000 | $0 | Financial assistance |
| Samueli Academy | |||||||
| 1575 E 17TH ST | Santa Ana | CA | 92705 | 453866750 | $6,000 | $0 | Education |
| SERVING KIDS HOPE | |||||||
| 2100 W ALTON AVE STE 2 | SANTA ANA | CA | 92704 | 471518476 | $175,000 | $0 | HUMAN SERVICES |
| Sowers Music Parent Associati | |||||||
| 9300 INDIANAPOLIS AVE | HUNTINGTN BCH | CA | 92646 | 473748186 | $5,271 | $0 | EDUCATION |
| SPECIAL OLYMPICS OF SOUTHERN | |||||||
| 1600 FORBES WAY SUITE 200 | LONG BEACH | CA | 90810 | 954538450 | $7,500 | $0 | RECREATION, SPORTS, LEISURE |
| st baldricks foundation | |||||||
| 3720 stephan m white dr | san pedro | CA | 90731 | 330585381 | $37,500 | $0 | cancer research |
| Swifty Foundation | |||||||
| 3916 Sarazan Ct | Woodridge | IL | 60517 | 461853577 | $10,000 | $0 | Research |
| TACKETT SERVICE DOGS | |||||||
| 41610 Oak Trail Court | Murrieta | CA | 92562 | 462275762 | $207,470 | $0 | TRAINING |
| TALLER SAN JOSE | |||||||
| 801 N BROADWAY | SANTA ANA | CA | 92701 | 593816355 | $17,000 | $0 | TRAINING |
| The Dragon Kim Foundation | |||||||
| 13217 Jamboree Road 58 | Tustin | CA | 92782 | 475197030 | $54,812 | $0 | Emancipation |
| The Ecology Center | |||||||
| 32701 Alipaz Street | San Juan Capist | CA | 94720 | 800308638 | $7,500 | $0 | Environmental Education |
| THE JOYFUL CHILD | |||||||
| P O BOX 12680 | WESTMINSTER | CA | 92685 | 550794474 | $12,000 | $0 | EDUCATION |
| THE SAN DIEGO FOUNDATION | |||||||
| 25058 HISTORIC DECATUR SUITE | SAN DIEGO | CA | 92106 | 952942582 | $35,000 | $0 | PHILANTHROPY, VOLUNTARISM & GRANTMA |
| Thomas House Temporary Shelte | |||||||
| PO Box 2737 | Garden Grove | CA | 92842 | 330204757 | $25,000 | $0 | Housing & Shelter |
| TIGER WOOD FOUNDATION | |||||||
| ONE TIGER WOODS WAY | ANAHEIM | CA | 92801 | 200677815 | $80,000 | $0 | EDUCATION |
| UCI Foundation | |||||||
| 100 Theory Suite 250 | Irvine | CA | 92617 | 952540117 | $146,630 | $0 | Higher Education |
| UNION RESCUE MISSION | |||||||
| 545 S SAN PEDRO ST | LOS ANGELES | CA | 90013 | 951709293 | $57,232 | $0 | TEMPORARY SHELTER FOR THE HOMELESS |
| United Way of Buffalo and Eri | |||||||
| 742 Delaware Ave | Buffalo | NY | 14209 | 160743969 | $20,000 | $0 | Education,financial stability |
| US Chamber of Commerce Founda | |||||||
| 1615 H ST NW | WASHINGTON | DC | 20062 | 461561597 | $25,000 | $0 | Education,financial stability |
| WEILL CORNELL BRAIN & SPINE | |||||||
| 525 E 68TH ST BOX 99 | NEW YORK | NY | 10065 | 136094042 | $25,000 | $0 | CANCER RESEARCH |
| Working Wardrobes for a New S | |||||||
| 1851 Kettering Street | Irvine | CA | 92614 | 330669145 | $15,000 | $0 | Education, training |
| YMCA of Orange County | |||||||
| 13821 Newport Avenue Suite 2 | Tustin | CA | 92780 | 951644055 | $75,000 | $0 | Human Services |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 51 | Total501c3OrgCnt |
| Total Other Org | 3 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Additional Supplemental Information | FormAndLineReferenceDesc |
| Explanation | ONEOC ESTABLISHED A DIRECT SPONSORSHIP MODEL WHEREBY ONEOC IS SOLELY RESPONSIBLE FOR EACH PROJECT ("GRANTEE" ORGANIZATION). THE PROJECT'S ASSETS ARE THE PROPERTY OF ONEOC AND THE LIABILITIES ARE THE OBLIGATIONS OF ONEOC. ONEOC IS THE EMPLOYER OF RECORD FOR ANY EMPLOYEES ASSIGNED TO THE PROJECTS AND ACTS AS THE PRINCIPAL FOR SUBSTANTIALLY ALL OF THE TRANSACTIONS INCLUDING RECEIPT OF CASH FOR THE FISCAL SPONSORED PROJECTS OF THEIR ACTIVITIES AS WELL AS RECORDING RELATED INCOME AND EXPENSE, ALL OF WHICH ARE INCLUDED IN THE CENTER'S FINANCIAL STATEMENTS AND TAX RETURNS. EACH OF THE FISCALLY SPONSORED PROJECTS HAVE AN ADVISORY BODY THAT DECIDES WHICH CHARITIES SHALL RECEIVE THE NET PROCEEDS FROM THE EVENT. THE ADVISORY BODY THEN REQUESTS TO RELEASE THE FUNDS AS DIRECTED BY THE MISSION OF THE PROJECT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
| Rebuttable Presumption Proc | false | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|---|
| Mcquaid Daniel J-123118 | |||||
| CEO/PRESIDENT | $182,832 | $25,512 | $23,500 | $14,771 | $246,615 |
| Strauch Timothy -1119 | |||||
| CEO/President | $135,475 | $21,000 | $15,145 | $171,620 | |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Gift Baskets | Desc |
| Noncash Contributions Rpt F990 | $254,184 | 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 VI, Line 11b: Form 990 Review Process | THE BOARD OF DIRECTORS HAS DELEGATED THE REVIEW OF THE FORM 990 TO THE AUDIT COMMITTEE. THE ORGANIZATIONS FINANCE DIRECTOR WORKS CLOSELY WITH THE OUTSIDE ACCOUNTING FIRM IT ENGAGES TO REVIEW THE RETURN; AND THE FINAL DRAFT OF FORM 990 IS ALSO REVIEWED BY THE CEO PRIOR TO PROVIDING THE DRAFT TO THE AUDIT COMMITTEE. THE AUDIT COMMITTEE ALSO MET WITH THE ACCOUNTING FIRM HIRED TO PREPARE THE FORM 990. SUBSEQUENT TO ITS REVIEW, THE AUDIT COMMITTEE REPORTS BACK TO THE BOARD REGARDING ITS OVERSIGHT OF THE FORM 990 AND THE FINAL DRAFT IS PROVIDED TO THE ENTIRE VOTING BOARD BEFORE THE RETURN IS FILED. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | ONEOC DOES HAVE A WRITTEN CONFLICT OF INTEREST POLICY ON FILE. THE BUSINESSAND FINANCE COMMITTEE OF THE BOARD IS CHARGED WITH MONITORING PROPOSED ORONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST AND ADDRESSING ANY POTENTIALOR ACTUAL CONFLICTS. PURSUANT TO THE CONFLICTS OF INTEREST POLICY, ANANNUAL CONFLICT OF INTEREST QUESTIONNAIRE, AIMED AT DETERMINING ANY FAMILYAND BUSINESS RELATIONSHIPS AND TRANSACTIONS OR OTHER TRANSACTIONS THAT MAYPOSE A POTENTIAL CONFLICT, IS DISTRIBUTED TO ALL COVERED PERSONS (I.E.,BOARD MEMBERS, OFFICERS AND EXECUTIVE LEADERSHIP OR KEY EMPLOYEES). COVEREDPERSONS ARE REQUIRED TO DISCLOSE REAL OR POTENTIAL CONFLICTS AT THE TIMEWHEN SUCH CONFLICTS ARISE. WHEN SOMEONE BECOMES A COVERED PERSON ANDANNUALLY THEREAFTER, EACH COVERED PERSON IS REQUIRED TO SIGN A STATEMENTAFFIRMING THAT HE/SHE: (1) HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY; (2) HAS READ THE POLICY AND UNDERSTANDS SAID POLICY; AND (3) AGREES TO COMPLY WITH ALL REQUIREMENTS OF THE POLICY, INCLUDING COMPLETING THE CONFLICTS OF INTEREST QUESTIONNAIRE. THE COMPLETED QUESTIONNAIRES ARE REVIEWED BY THE BUSINESS AND FINANCE COMMITTEE AND ANY PERSONS WITH ACTUAL OR POTENTIAL CONFLICTS ARE INFORMED VIA WRITTEN COMMUNICATION. THE PROCEDURES FOR ADDRESSING ANY CONFLICT OF INTEREST INCLUDES, BUT IS NOT LIMITED TO, THE FOLLOWING: (1) THE CONFLICTING INTEREST IS FULLY DISCLOSED TO THE BOARD; (2) THE INTERESTED PERSON RESPONDS TO FACTUAL QUESTIONS RELATED TO THE SUBSTANCE OF THE TRANSACTION OR ARRANGEMENT BEING CONSIDERED, AFTER WHICH HE/SHE SHALL LEAVE THE MEETING; (3) THE PERSON WITH THE CONFLICT OF INTEREST IS EXCLUDED FROM THE DISCUSSION AND APPROVAL OF SUCH TRANSACTION; (4) ALTERNATIVES TO THE PROPOSED TRANSACTION ARE INVESTIGATED, COMPETITIVE BIDS OR COMPARABLE VALUATIONS ARE OBTAINED; (5) ANY CONFLICTING ISSUES DURING THE COURSE OF A BOARD MEETING WHICH CANNOT BE RESOLVED IS REFERRED BACK TO THE BUSINESS AND FINANCE COMMITTEE; AND (6) THE TRANSACTION OR ACTION MUST BE APPROVED BY A MAJORITY OF DISINTERESTED PERSONS. |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | THE BOARD ASSIGNS A STANDING GOVERNANCE COMMITTEE, COMPRISED SOLELY OF INDEPENDENT DIRECTORS, NONE OF WHICH HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT, TO BE ACCOUNTABLE FOR SETTING REASONABLE COMPENSATION PACKAGES FOR THE CEO. THE COMMITTEE DEVELOPS, CONSISTENT WITH THE ORGANIZATIONS PHILOSOPHY AND PRINCIPLES, THE ANNUAL PERFORMANCE GOALS AND CRITERIA TO BE USED IN DETERMINING MERIT INCREASES AND VARIABLE COMPENSATION CRITERIA FOR THE CEO. THE COMMITTEE USES BENCHMARKING DATA FOR THE TOTAL COMPENSATION AND BENEFITS PACKAGES OF THE CEO, I.E., TOTAL ECONOMIC BENEFITS PAID BY SIMILARLY SITUATED ORGANIZATIONSFOR SIMILAR JOB RESPONSIBILITIES AND THE ANNUAL COMPENSATION & BENEFIT GUIDE BY THE CENTER FOR NONPROFIT MANAGEMENT. THE COMMITTEE PRESENTS ITS REPORT TO THE BOARD OF DIRECTORS FOR A DISCUSSION WHICH IS DOCUMENTED IN THE BOARD MINUTES. A SIMILAR PROCESS TAKES PLACE BY THE CEO FOR EACH OF THE KEY OFFICERS AND HIGHLY COMPENSATED EMPLOYEES. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | WHILE FEDERAL TAX LAWS DO NOT MANDATE THAT THE ORGANIZATIONS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS BE MADE AVAILABLE FOR PUBLIC INSPECTION, THE ORGANIZATION MAKES IT FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. |
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