2019-03-14T22:45:36-05:00 2018-06-30 PATRICIA A WINTROATH CPA 2121 N CALIFORNIA BLVD SUITE 290 WALNUT CREEK CA 94596 990 2017-07-01 680459131 OPPORTUNITY JUNCTION INC OPPO 9257761133 3102 DELTA FAIR BLVD ANTIOCH CA 945094001 ALISSA FRIEDMAN EXECUTIVE DIRECTOR 9257761133 2019-03-14 1 PATRICIA A WINTROATH P00430440 9259743310 2019-02-27 X 73.158.112.235 2019-03-14 20:45:06 PD P BC3104B43996F09987B2B6CBBEB15F1650D92628 BC3104B43996F09987B2B6CBBEB15F1650D92628 2017 2019-02-21 02:37:17Z ALISSA FRIEDMAN C/O 3102 DELTA FAIR BLVD ANTIOCH CA 94509 2606601 0 X WWW.OPPORTUNITYJUNCTION.ORG X 1999 CA TO FIGHT POVERTY BY HELPING LOW-INCOME CONTRA COSTA RESIDENTS GAIN THE SKILLS AND CONFIDENCE TO GET AND KEEP JOBS THAT SUPPORT THEMSELVES AND THEIR FAMILIES. 17 17 78 125 0 0 1188987 1715116 568903 750701 2249 3172 90680 106110 1850819 2575099 0 0 0 0 1347022 1412661 0 0 184710 348414 533843 1695436 1946504 155383 628595 930346 1573280 87686 102025 842660 1471255 X TO FIGHT POVERTY BY HELPING LOW-INCOME CONTRA COSTA RESIDENTS GAIN THE SKILLS AND CONFIDENCE TO GET AND KEEP JOBS THAT SUPPORT THEMSELVES AND THEIR FAMILIES. 0 0 936299 567886 JOB TRAINING AND PLACEMENT:PROGRAM STRUCTURE: PREPARE PARTICIPANTS FOR ADMINISTRATIVE CAREERS LEADING TO SELF-SUFFICIENCY THROUGH COMPUTER AND LIFE SKILLS TRAINING, PAID EXPERIENCE, CASE MANAGEMENT, CAREER COUNSELING, PLACEMENT ASSISTANCE, AND LONG-TERM ALUMNI SERVICES. IMPACT: DURING FY 2017-18, 35 PARTICIPANTS ENTERED EMPLOYMENT AT AN AVERAGE WAGE OF $15.60/HOUR (NOT INCLUDING 25 ALUMNI PLACED OR ADVANCED TO AN AVERAGE WAGE OF $19.54/HOUR). 72% ARE STILL EMPLOYED FIVE YEARS LATER. 231781 53284 CAREER COUNSELING AND PLACEMENT ASSISTANCEPROGRAM STRUCTURE: PROVIDES INDIVIDUALIZED CAREER DEVELOPMENT, CASE MANAGEMENT, COHORT MEETINGS, AND JOB PLACEMENT SERVICES IN BAY POINT AS PART OF SPARKPOINT CONTRA COSTA. CAREER COUNSELORS OFFER EMPLOYMENT ASSISTANCE TO A BROAD SPECTRUM OF CAREER INTERESTS.IMPACT: DURING FY 2017-18, 41 PARTICIPANTS WERE PLACED IN POSITIONS EARNING AN AVERAGE OF $16.04/HOUR (NOT INCLUDING 14 ALUMNI PLACED INTO NEW POSITIONS AVERAGING $15.40/HOUR). 386215 124692 ROAD MAP TO COLLEGE:PROGRAM STRUCTURE: TARGETS UNEMPLOYED, OUT-OF-SCHOOL YOUTH, AGES 18 TO 24, WITH AN EMPHASIS ON FORMER FOSTER YOUTH. IN PARTNERSHIP WITH LOS MEDANOS COLLEGE, OFFERS ONE YEAR OF INTENSIVE SUPPORTS TO HELP STUDENTS PERSIST INTO THE THIRD SEMESTER AS THEY PURSUE THE COLLEGE TRACK OF THEIR CHOICE: ASSOCIATES DEGREE, TRANSFER TO A FOUR-YEAR COLLEGE, OR TECHNICAL CERTIFICATION.IMPACT: SINCE ADAPTING THE PROGRAM TO TARGET YOUTH ONE YEAR AGO, 67% ARE STILL ENROLLED AND ATTENDING LOS MEDANOS COLLEGE. 78994 10000 TECHNOLOGY CENTER:PROGRAM STRUCTURE: OFFERS LOW-INCOME CLIENTS NO-COST COMPUTER ACCESS AND ASSISTANCE, ENGLISH AS A SECOND LANGUAGE INSTRUCTION, COMPUTER BASICS, AND SPANISH CLASSES.IMPACT: DURING FY 2017-18, 643 STUDENTS USED OUR COMPUTER LABS AND PARTICIPATED IN EVENING CLASSES. 11114 DO IT YOURSELF TAX ASSISTANCE:PROGRAM STRUCTURE: TARGETS LOW-INCOME TAXPAYERS. ALUMNI OF THE JOB TRAINING AND PLACEMENT PROGRAM TEACH LOW-INCOME TAXPAYERS HOW TO PREPARE AND EFILE THEIR FAXES FOR FREE, CLAIMING THE EARNED INCOME TAX CREDIT AND OTHER CREDITS, USING MYFREE TAXES.COM WEB INTERFACE. OFFERED IN ENGLISH AND SPANISH.IMPACT: 248 FAMILIES CLAIMED $445,000 IN FEDERAL AND STATE REFUNDS FOR TAX YEAR 2017 (RETURNS PREPARED IN EARLY 2018). 90108 10000 1644403 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 78 1 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X X ALISSA FRIEDMAN 9257761133 3102 DELTA FAIR BLVD ANTIOCH CA 94509 LINDA BEST DIRECTOR 2.00 X 0 0 0 BRUCE BAUMGARTEN TREASURER 2.00 X X 0 0 0 KATHY JONES DIRECTOR 2.00 X 0 0 0 BOB COAKLEY CHAIR ELECT 2.00 X X 0 0 0 DEBRA RIVERA DIRECTOR 2.00 X 0 0 0 JACKIE SEENO DIRECTOR 2.00 X 0 0 0 JIM JONES CHAIR 2.00 X X 0 0 0 SEAN K WRIGHT DC DIRECTOR 2.00 X 0 0 0 CHRISTINE BONIFACIO DIRECTOR 2.00 X 0 0 0 CHARLOTTE WILL DIRECTOR 2.00 X 0 0 0 DAVID WAHL IMMEDIATE PAST CHAIR 2.00 X X 0 0 0 BOB CALKINS DIRECTOR 2.00 X 0 0 0 ADRIANA PONCE-MATTEUCCI DIRECTOR 2.00 X 0 0 0 ASHRITA PRASAD SECRETARY 2.00 X X 0 0 0 BRIAN SIEBOLD DIRECTOR 2.00 X 0 0 0 RICHARD PAGANO DIRECTOR 2.00 X 0 0 0 CAROL ANN BARBER DIRECTOR 2.00 X 0 0 0 ALISSA FRIEDMAN EXECUTIVE DIRECTOR 40.00 X X 149326 0 10043 149326 0 10043 1 0 1 0 0 1715116 1715116 GOVERNMENT CONTRACTS 611420 707435 707435 OUTPLACEMENT INCOME 611420 40970 40970 PROJECT INCOME 611420 2296 2296 750701 3172 3172 132451 31502 100949 100949 MISCELLANEOUS 611420 5161 5161 5161 2575099 755862 0 104121 149326 70209 34059 45058 1033852 919610 31698 82544 127897 111796 7117 8984 101586 85576 4947 11063 4298 3536 268 494 50174 31980 14959 3235 6877 4269 113 2495 19578 16105 1222 2251 158919 130728 9920 18271 21840 17966 1363 2511 4771 3924 298 549 PARTICIPANT EXPENSES 100155 100155 OFFICE RENOVATION 89455 89455 EQUIPMENT & EQUIPMENT R 23089 18993 1441 2655 STAFF EXPENSES 20603 16472 1924 2207 34084 23629 8062 2393 1946504 1644403 117391 184710 147 0 618605 1073580 259522 281824 3495 11530 14660 17879 265996 95529 15917 170467 18000 18000 930346 1573280 16816 22429 70870 79596 87686 102025 X 647576 1126811 195084 344444 842660 1471255 930346 1573280 628595 0 X X 0 1 X 1 0 X 1194358 1250116 1029005 1188987 1555116 6217582 1194358 1250116 1029005 1188987 1555116 6217582 3201986 3015596 3309 3445 1985 2249 3172 14160 6231742 2411753 0.48390 0.48040 X 195662 69390 126272 70334 26139 44195 170467 ACCRUED VACATIONS 54554 ACCRUED PAYROLL 25042 79596 2575099 0 2575099 0 2575099 1946504 0 1946504 0 1946504 ANNUAL GALA 132451 132451 31502 132451 132451 31502 31502 100949 X X 0 0 0 0 0 0 0 0 0 ALISSA FRIEDMAN EXECUTIVE DIRECTOR 149326 0 0 0 0 0 0 0 10043 0 159369 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FOLLOWING STEPS SHALL BE TAKEN TO ASSURE THAT THE ORGANIZATIONS 990 IS ACCURATE AND THAT ALL BOARD MEMBERS CAN REVIEW THE DOCUMENT BEFORE IT IS SUBMITTED: 1. THE CPA SHALL BE ADVISED OF THIS POLICY BY THE EXECUTIVE DIRECTOR (VIA EMAIL), TO ASSURE THAT DOCUMENTS ARE PREPARED WITH AT LEAST TWO WEEKS TO SPARE BEFORE SUBMISSION DEADLINES. 2. BEFORE SUBMITTING A FINAL VERSION OF THE FORM 990 FOR SIGNING TO THE EXECUTIVE DIRECTOR, THE CPA SHALL SEND THE EXECUTIVE DIRECTOR AN ELECTRONIC COPY OF THE DOCUMENT NO LATER THAN TWO WEEKS BEFORE THE SUBMISSION DEADLINE. 3. THE EXECUTIVE DIRECTOR SHALL CIRCULATE THE DRAFT 990 TO ALL BOARD MEMBERS IMMEDIATELY, SO THAT BOARD MEMBERS HAVE AT LEAST A WEEK TO SUBMIT QUESTIONS, CORRECTIONS, AND CONCERNS TO THE EXECUTIVE DIRECTOR. 4. THE EXECUTIVE DIRECTOR SHALL BE RESPONSIBLE FOR REQUESTING ANY NECESSARY CHANGES TO THE DOCUMENT AND FORWARDING ANY BOARD CONCERNS TO THE ATTENTION OF THE CPA. 5. THE CPA SHALL PREPARE A FINAL DRAFT AND CIRCULATE IT VIA EMAIL NO LATER THAN 72 HOURS BEFORE THE SUBMISSION DEADLINE, TO ALLOW FOR FINAL PROOFREADING. THE CPA MUST ALSO ASSURE THAT A SIGNED ORIGINAL REACHES THE POSSESSION OF THE EXECUTIVE DIRECTOR AT LEAST 24 HOURS BEFORE THE SUBMISSION DEADLINE. 6. THE EXECUTIVE DIRECTOR SHALL PROOFREAD THE FINAL DRAFT TO ASSURE THAT ALL REQUESTED CHANGES HAVE BEEN INCORPORATED AND THAT BOARD CONCERNS HAVE BEEN ADDRESSED. 7. THE EXECUTIVE DIRECTOR SHALL SIGN AND SUBMIT THE COMPLETED FORM 990 BY THE APPLICABLE DEADLINE. FORM 990, PART VI, SECTION B, LINE 12C AT THE ANNUAL BOARD RETREAT, OR SHORTLY THEREAFTER FOR THOSE NOT IN ATTENDANCE, BOARD MEMBERS COMPLETE THE DISCLOSURE FORM THAT IS APPENDED TO OUR CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 OPPORTUNITY JUNCTION STRIVES TO PROVIDE THE EXECUTIVE DIRECTOR WITH THE FEEDBACK NECESSARY TO ACHIEVE EXCELLENT PERFORMANCE AND WITH COMPENSATION APPROPRIATE TO THE PERFORMANCE LEVEL ACHIEVED. TO THAT END: 1. THE CHAIR OF THE BOARD, IN PARTNERSHIP WITH THE EXECUTIVE DIRECTOR, SHALL BE RESPONSIBLE FOR ENSURING THAT THE REVIEW PROCESS IS INITIATED BEFORE JANUARY OF EACH YEAR. 2. THE REVIEW SHALL INCLUDE 360 DEGREE FEEDBACK FROM BOARD MEMBERS AND STAFF MEMBERS, COLLECTED BY MEANS OF AN ANONYMOUS SURVEY ON THE SURVEYMONKEY WEBSITE. THE SURVEY SHALL BE INITIATED FOLLOWING THE JANUARY BOARD RETREAT TO ALLOW THAT TO INFORM THE SURVEY QUESTIONS. 3. 360 DEGREE SURVEY PARTICIPANTS WILL BE GIVEN TWO WEEKS TO PROVIDE THEIR FEEDBACK. 4. THE CHAIR AND CHAIR-ELECT WILL REVIEW THE SURVEY RESULTS, THE EXECUTIVE DIRECTOR'S SELF- EVALUATIONS (PREVIOUS FISCAL YEAR AND QUARTER YEAR-TO-DATE), AND THE LATEST COMPENSATION SURVEYS. TOGETHER, THEY WILL PREPARE A REPORT AND DRAFT REVIEW FOR THE FULL BOARD OF DIRECTORS TO CONSIDER AT THE MARCH MEETING. A SAMPLE REPORT IS ATTACHED AS EXHIBIT A. 5. THE EXECUTIVE DIRECTOR'S COMPENSATION WILL BE APPROVED AT THE MARCH MEETING OF THE BOARD OF DIRECTORS. THAT COMPENSATION MAY BE THE FORM OF A SALARY RANGE THAT WILL BE NARROWED BASED ON THE NONPROFIT COMPENSATION SURVEY FOR NORTHERN CALIFORNIA THAT IS TYPICALLY PUBLISHED IN APRIL OR MAY. 6. AFTER THE MARCH BOARD MEETING, THE CHAIR AND CHAIR-ELECT SHALL HAVE A REVIEW MEETING WITH THE EXECUTIVE DIRECTOR TO CONVEY FEEDBACK ON PERFORMANCE AND THE COMPENSATION TO BE BUDGETED FOR THE FOLLOWING FISCAL YEAR. THE REVIEW SHALL FOLLOW THE FORMAT OF EXHIBIT B. 7. AT LEAST EVERY OTHER YEAR, OPPORTUNITY JUNCTION SHALL PARTICIPATE IN A COMPENSATION SURVEY THAT WILL PROVIDE INFORMATION ON THE SALARIES OF OTHER EXECUTIVE DIRECTORS IN NORTHERN CALIFORNIA. THIS SURVEY WILL BE MADE AVAILABLE TO THE CHAIR, THE CHAIR-ELECT, AND OTHER BOARD MEMBERS TO ASSIST IN DETERMINING THE COMPENSATION OF THE EXECUTIVE DIRECTOR. 8. THE CHAIR AND CHAIR-ELECT WILL MAKE THE FINAL DETERMINATION OF THE EXECUTIVE DIRECTOR'S COMPENSATION, WITHIN THE RANGE APPROVED BY THE FULL BOARD IN MARCH, AFTER CONSIDERATION OF THE LATEST SALARY COMPARISONS. THAT DECISION WILL BE COMMUNICATED TO THE EXECUTIVE DIRECTOR AND TO THE DIRECTOR OF ADMINISTRATION BY MAY 20TH EACH YEAR, SO THAT IT MAY BE INCLUDED IN THE DRAFT BUDGET. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENT, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS MADE NO CHANGES TO OVERSIGHT OR SELECTION PROCESS DURING THE FISCAL YEAR.