2019-03-19T11:43:48-05:00 2018-06-30 954557617 Harrington Group CPAs LLP 234 East Colorado Blvd Suite M150 Pasadena CA 91101 990 2017-07-01 943255070 Community Initiatives COMM 4152307700 1000 Broadway No 480 Oakland CA 94607 Keith T Chreston CFO 4152307700 2019-03-19 1 Tonetta L Conner CPA P01775198 6264036801 209.133.35.227 2019-03-19 09:43:36 PD P C2C22B4F1B9AA0772E09E87A4EA864779F63AD2A 623C1A5311ADEA2399CFD4C6AFFEBCC78E106A85 2017 2019-02-21 02:37:17Z X Keith T Chreston 1000 Broadway No 480 Oakland CA 94607 36970672 0 X www.communityin.org X 1997 CA Community Initiatives acts as a thought-partner and provides professional services to nonprofit start-ups, established initiatives, networks, and collaborations. We sponsor initiatives for the benefit of communities in service to social change. 13 13 256 850 0 13192 22482034 33474328 1491305 2990854 16594 72014 511834 307703 24501767 36844899 6122753 4976365 0 0 10506275 12155379 96980 0 2418527 10126273 10189732 26852281 27321476 -2350514 9523423 21064727 31283136 997788 1677828 20066939 29605308 X See Schedule O 0 0 22050299 4976365 3191421 Community Initiatives'(CI) three largest program service areas are: Financial Management, Human Resources and Grants Management.In the area of Financial Management, CI provided fiscally sponsored projects accounting services, monthly financial reports, financial oversight and tracking of grant revenues, and auditing support for individual funding agency audits, as well as providing total organizational audit.In the area of Human Resources Management, CI provided its fiscally sponsored projects with full service human resources services including HR consultation, hiring/termination processing, a 401(K) program, and full benefits(health, dental, vision, life & disability insurance). These services were provided to about 272 employees. In the area of Grants Management, CI managed the philanthropic relationships of our projects with roughly 347 institutional donors. CI received more than 8,800 gifts, operated a website for its projects through which donations were made, and provided a process for receipt of stock donations. We also tracked the interim and final reporting on grants received and provided financial and programmatic oversight for these grants. 22050299 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 1 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 397 0 1 256 1 1 1 0 0 0 0 1 1 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA CT OH OR NY WI MA WA PA TN X Community Initiatives - Keith Chreston - CFO 4152307700 1000 Broadway Suite 480 Oakland CA 94607 Alison Fong Chair 1.00 X X 0 0 0 Sarah Bacon Vice Chair 1.00 X X 0 0 0 Janine Guillot Treasurer 1.00 X X 0 0 0 Evan Boido Secretary 1.00 X X 0 0 0 Janet Camarena Director 1.00 X 0 0 0 Mary Ann J Fake Director 1.00 X 0 0 0 Zoe Hunton Director 1.00 X 0 0 0 Connie Lee Director 1.00 X 0 0 0 Chris McCrum Director 1.00 X 0 0 0 Kenji Treanor Director 1.00 X 0 0 0 Steve Barton Director 1.00 X 0 0 0 Loren Pogir Director 1.00 X 0 0 0 Phillippe Wallace Director 1.00 X 0 0 0 Ruth Williams President and CEO 40.00 X 245740 0 18243 Keith Chreston CFO (Start 7/17) 40.00 X 65578 0 7850 Lucy Blake President-NSP 40.00 X 149193 0 40984 Julie Dorf Executive Director-Global 40.00 X 167235 0 40068 Lea Shahum Director-Vision Zero Netwo 40.00 X 152625 0 14164 Mark Bromley Council Chair 40.00 X 159865 0 36952 Ellen Schneider Director - Active Voice Lab 40.00 X 135150 0 13123 1075386 0 171384 19 0 1 0 Michael Guest 255 Sonoma Ridge Road Santa Rosa CA 95404 Program Consulting Services 223625 Rational 360 1828 L Street NW Washington DC 20036 Program Consulting Services 175020 The Washington Post 1150 15th Street NW Washington DC 20071 Event Management 140000 3 253635 1464407 31756286 252198 33474328 Service Fees 900099 1774096 1774096 Membership Dues 900099 770173 770173 Admission Fees 900099 446585 446585 2990854 72014 72014 395 395 125611 253635 125611 0 200729 162 200567 200567 Other Income 900099 106741 106741 106741 36844899 3191421 0 179150 X 4890316 4890316 86049 86049 441530 333974 70448 37108 9677402 7320007 1544061 813334 274068 207306 43728 23034 879043 664910 140254 73879 883336 668157 140939 74240 75164 42725 27692 4747 53621 53621 4853275 4124891 270063 458321 47052 39990 7062 514619 341716 134935 37968 42384 23309 16485 2590 722656 491252 176821 54583 1322771 1210954 9692 102125 481747 419288 15872 46587 129897 110633 6971 12293 125955 3673 121874 408 Program supplies 637689 600632 37057 Grants made 552929 552929 Equip. rental and maint 429819 325554 68092 36173 Taxes, fees and license 112106 90904 11102 10100 88048 54059 33989 27321476 22050299 2852650 2418527 -528562 4131960 17278931 19473766 3398018 6602710 41804 291107 810 243170 134198 1299898 698330 616986 601568 14380 47017 21064727 31283136 878108 1646398 116374 30002 3306 1428 997788 1677828 X 1993121 1899965 18073818 27705343 20066939 29605308 21064727 31283136 9523423 14946 0 X 0 1 X 1 0 X 22141868 21845951 23938127 22594631 33599939 124120516 22141868 21845951 23938127 22594631 33599939 124120516 2515428 121605088 27776 29171 32019 17417 272976 379359 403568 19887 275786 511011 106741 1316993 125816868 9887406 0.96650 0.94450 X 3551 3551 27443536 27447087 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 60180 71405 7778 3551 142914 250000 250000 250000 250000 1000000 1500000 5831 5831 775268 290297 484971 242318 140701 101617 282312 267332 14980 601568 Capital lease obligation 1428 1428 X 36985456 14946 125611 140557 36844899 0 36844899 27447087 125611 125611 27321476 0 27321476 Part X, Line 2: CI is exempt from taxation under Internal Revenue Code Section 501(c)(3) and California Revenue and Taxation Code Section 23701d. Generally accepted accounting principles provide accounting and disclosure guidance about positions taken by an organization in its tax returns that might be uncertain. Management has considered its tax positions and believes that all of the positions taken by CI in their federal and state exempt organization tax returns are more likely than not to be sustained upon examination. CI's returns are subject to examination by federal and state taxing authorities, generally for three and four years respectively, after they are filed. Part XI, Line 2d - Other Adjustments: Special event expenses 125,611. Part XII, Line 2d - Other Adjustments: Special event expenses 125,611. 1 South Asia - Afghanistan, Bangladesh, Bhutan, India, Maldives, Nepal, 0 Grants to recipients located in region. Fellowship 20587 Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium 0 Grants to recipients located in region. Fellowship 3816 South America: Bolivia & Brazil 0 Grants to recipients located in region. Fellowship 18000 Oceania: Australia 0 Grants to recipients located in region. Fellowship 40802 North America: Canada 0 Grants to recipients located in region. Travel Stipend to Conference 1000 Africa: South Africa 0 Grants to recipients located in region. Travel Stipend to Conference 1844 0 0 0 0 0 0 86049 0 86049 Pasig City, Philippines Fellowship 12237 Ho Chi Minh City, Vietnam Fellowship 7984 Sherwood, Australia Fellowship 38127 Cochabamba, Bolivia Fellowship 17000 0 4 0 0 0 0 0 0 Part I, Line 2: Thorough due diligence is conducted in advance of funding to determine whether a recipient will be an appropriate grantee. Potentia1 receipients are required to provide proof of tax status and/or registration documents and their organizational documents. All grantees are notified of the terms and conditions of each grant should it be awarded and grantees indicate acceptance by signature. All international grants are restricted to a clearly defined charitable purpose. All grantees receive a written grant agreement, and by accepting payment the grantee agrees to the conditions of the award. Periodic reports are required that address (1)use of the grant funds,(2)compliance with the terms and conditions of the grant, and (3)progress toward achieving the grant's purpose. The reports are reviewed to confirm that all of the funds have been used for charitable purposes and whether all of the funds have been expended. X X X X X X X 1 The Fork & Horn PO Box 304 Calpine CA 96124 Fundraising Counsel 0 0 5549 -5549 Mr M Braff 303 Mtn View Ave San Rafael CA 94901 Fundraising Counsel 0 0 54841 -54841 Paula J Harris 300 Diane Ct Merced CA 95348 Fundraising Counsel 0 0 6885 -6885 Mr R Hansen 4085 Legion Ct Lafayette CA 94549 Fundraising Counsel 0 0 12050 -12050 Sherrill Cook 610 Lori Dr Benicia CA 94510 Fundraising Counsel 0 0 12200 -12200 Noah Levy 640 E California Ave Arcata CA 95521 Fundraising Counsel 0 0 7236 -7236 Jennifer Fox 1265 6th Ave San Francisco CA 94122 Fundraising Counsel 0 0 6050 -6050 104811 -104811 CA WA OH TN CT MA NY OR WI PA Greater Giving 379246 253635 125611 125611 379246 253635 125611 125611 125611 0 1 A Home Within 95 3rd St Suite 224 San Francisco CA 94103 943402610 10000 Walter S. Johnson Fund American River Conservancy PO Box 562 Coloma CA 956130562 680195752 20000 Northern Sierra Partnership - REGRANTING Fund Animal Internal Medicine & Specialty Services 1333 9th Ave San Francisco CA 94122 21224 San Francisco Aid for Animals Ascend Educational Fund Inc 200 Second Ave 3 New York NY 10003 953854152 25000 Immigrants Rising Atlanta Harm Reduction Coalition 1231 Joseph E Boone Blvd NW Atlanta GA 30044 582227958 50000 National Viral Hepatitis Roundtable Berkeley City College 2050 Center St Berkeley CA 94704 9954 Berkeley City College Bridge to Biotech Careers Board of Regents of the University of Wisconsin Office for Research Sponsored Programs Milwaukee WI 53278 396006492 12500 Center for Engaged Scholarship Bronx-Lebanon Hospital Center Inc 1276 Fulton Ave Bronx NY 10456 131974191 10000 National Viral Hepatitis Roundtable California Court Appointed Special Advocate Association 663 13th St Suite 200 Oakland CA 94612 680163010 40000 Walter S. Johnson Fund California State University East Bay 25800 Carlos Bee Rd SA 1200 Hayward CA 94542 946390556 6000 Immigrants Rising California Youth Connection 1611 Telegraph Ave Suite 1100 Oakland CA 94612 943141616 5000 Walter S. Johnson Fund Child & Family Policy Institute of California 1331 Garden Hwy Sacramento CA 95833 800371079 10000 Walter S. Johnson Fund Child Care Law Center 445 Church St 4th Floor San Francisco CA 94114 942959973 20000 Walter S. Johnson Fund Community Services & Employment Training Inc 312 NW 3rd Ave Visalia CA 93291 941701352 10000 Walter S. Johnson Fund Contra Costa Interfaith Transitional Housing 399 Taylor Blvd Suite 115 Pleasant Hill CA 94523 911797391 25000 Walter S. Johnson Fund Crater Lake Natural History Association Inc PO Box 157 Crater Lake OR 97604 930519716 6100 Fund for People in Parks Death Valley Natural History Association PO Box 188 Death Valley CA 92328 952083126 260844 Fund for People in Parks East Bay Children's Law Offices Inc 7700 Edgewater Dr Ste 210 Oakland CA 94621 264504468 40000 Walter S. Johnson Fund Equal Chance for Education 700 Belle Meade Blvd Nashville TN 37205 464528066 25000 Immigrants Rising Family Builders By Adoption 1900 Embarcadero Suite 303 Oakland CA 94606 942936989 30000 Walter S. Johnson Fund Family Support Services of the Bay Area 401 Grand Ave Suite 500 Oakland CA 94610 943108205 20000 Walter S. Johnson Fund Feather River Land Trust 75 Court Street Quincy CA 95971 786794 Northern Sierra Partnership - REGRANTING Fund First Focus 1400 Eye St NW Suite 650 Washington DC 20005 813185002 10000 Walter S. Johnson Fund Foster Youth Education Fund 3323 Watt Ave Suite 253 Sacramento CA 95821 200680594 39000 Walter S. Johnson Fund Friends of the Fort Vancouver National Historic Site 1701 Broadway Suite 345 Vancouver WA 98663 472631569 15000 Fund for People in Parks Great Basin National Park Foundation PO Box 181 Baker NV 89311 880407290 20850 Fund for People in Parks HandsOn Central California 732 N Van Ness Ave Fresno CA 93728 942314572 10000 Walter S. Johnson Fund Healthcare for the Homeless Inc 421 Fallsway Baltimore MD 21202 521576404 10000 National Viral Hepatitis Roundtable Heritage Fund of Batholomew County 538 Franklin St Columbus IN 47201 351343903 25000 Immigrants Rising Humboldt Area Center for Harm Reduction PO Box 7365 Eureka CA 95502 472822261 10000 National Viral Hepatitis Roundtable iFoster Inc 10049 Martis Valley Road Unit C Truckee CA 96161 800627614 10000 Walter S. Johnson Fund Lee Lockie PO Box 14513 Albuquerque NM 87191 7643 Northern Sierra Partnership - REGRANTING Fund Los Rios Foundation 1919 Spanos Ct Sacramento CA 95825 942506591 15000 Walter S. Johnson Fund Manzanar National Historic Site PO Box 426 Independence CA 93526 34240 Fund for People in Parks National Foster Youth Action Network (Foster Youth in Action) 2140 Shattuck Ave Suite 504 Berkeley CA 94704 263757824 11900 Walter S. Johnson Fund National Youth Employment Coalition 1155 15th St NW Suite 350 Washington DC 20005 133031098 9000 Walter S. Johnson Fund NBCUniversal Media Inc PO Box 402971 Atlanta GA 30384 15000 Fund for People in Parks New York State Youth Leadership Council 168 Canal Street Floor 6 New York NY 10013 263599242 25000 Immigrants Rising Nor Cal Veterniary Emergency & Speciality Hospital 2201 Junipero Serra Blvd Suite C Daly City CA 94014 5287 San Francisco Aid for Animals Pinnacles National Park Foundation PO Box 2080 Hollister CA 95024 760849623 46180 Fund for People in Parks Planned Parenthood Mar Monte Inc 2470 Alvin Ave San Jose CA 95121 10000 Walter S. Johnson Fund Prevention Point Philadelphia 2913-15 Kensington Ave Philadelphia PA 19134 232663699 10000 National Viral Hepatitis Roundtable San Francisco Maritime National Park Association PO Box 470310 San Francisco CA 94147 941254650 28300 Fund for People in Parks Santa Clara University PO Box 550 Santa Clara CA 95052 7000 Immigrants Rising Scholarship A-Z PO Box 85935 Tucson AZ 85745 454458497 25000 Immigrants Rising SF SPCA Veterinary Hospital 2343 Fillmore St San Francisco CA 941151655 25681 San Francisco Aid for Animals Sierra Institute for Community & Environment PO Box 11 Taylorsville CA 95983 191500 Northern Sierra Partnership - REGRANTING Fund El Centro de Documentacion y Informacion Bolivia Av Humboldt 1135 Cochabamba BL 17000 Centro de Educacion y Informacion Bolivia The Dellums Institute for Social Justice 2101 Webster St Suite 520 Oakland CA 94612 475589873 26325 East Oakland Building The Nature Conservancy 201 Mission St 4th Floor San Francisco CA 94105 300000 Northern Sierra Partnership - REGRANTING Fund The New Mexico State University Foundation Inc PO Box 3590 Las Cruces NM 88003 850170157 11400 Walter S. Johnson Fund The People's Harm Reduction Alliance 1415 NE 43rd Seattle WA 98105 352307112 50000 National Viral Hepatitis Roundtable The Scholarship Foundation of St Louis 8215 Clayton Road St Louis MO 63117 436031234 25000 Immigrants Rising The W Haywood Burns Institute 475 14th St Suite 800 Oakland CA 94612 810594086 65000 Butler Koshland Fellowships Ticket to Dream Foundation 1400 Rocky Ridge Dr Suite 280 Roseville CA 95661 900355853 30000 Walter S. Johnson Fund Truckee Donner Land Trust PO Box 8816 Truckee CA 96162 680245327 361250 Northern Sierra Partnership - REGRANTING Fund UC Regents - University of California Berkeley 2195 Hearst Ave Room 159 Berkeley CA 94720 15000 Immigrants Rising U-Lead Athens Inc 130 Hope Ave Athens GA 30606 821571203 25000 Immigrants Rising University of San Francisco 2130 Fulton St San Francisco CA 94117 941156628 6000 Nursing Education Heritage Project Urban Survivors Union 517 Overlook Street Greensboro NC 27403 463129789 50000 National Viral Hepatitis Roundtable VCA San Francisco Veterinary Specialists 600 Alabama St San Francisco CA 94110 273117966 62787 San Francisco Aid for Animals Veterniary Vision Inc 1235A Taraval St San Francisco CA 94116 943413551 6703 San Francisco Aid for Animals Western Center on Law & Poverty Inc 3701 Wilshire Blvd Suite 208 Los Angeles CA 90010 952897721 10000 Walter S. Johnson Fund Yuba Community College District 2088 N Beale Rd Marysville CA 95776 680447767 10000 Walter S. Johnson Fund 63 Form 990, Schedule I A handful of Community Initiatives' fiscally sponsored projects make grants. Each program designs review criteria before announcing its program. It then reviews applications for funding. These applications are reviewed by impartial, qualified decisionmakers. Grants are awarded through a written grant agreement which details the terms and reporting requirements. Each project monitors its grant awards through periodic reports and follow-up with awardees. Community Initiatives' accounting team tracks and reports on matching requirements, where applicable. When fiscally sponsored projects leave Community Initiatives, their remaining funds are granted to a successor 501(c)(3). X X 0 0 0 0 0 0 0 0 0 Ruth Williams President and CEO 245740 0 0 0 0 0 9167 0 9076 0 263983 0 0 0 Lucy Blake President-NSP 149193 0 0 0 0 0 6480 0 34504 0 190177 0 0 0 Julie Dorf Executive Director-Global 167235 0 0 0 0 0 7260 0 32808 0 207303 0 0 0 Lea Shahum Director-Vision Zero Netwo 152625 0 0 0 0 0 6105 0 8059 0 166789 0 0 0 Mark Bromley Council Chair 159865 0 0 0 0 0 6645 0 30307 0 196817 0 0 0 X Programmatic Supplies 40 252198 FMV 0 1 1 Part I, Column (b): The number of items reported is based on the number of contributors. Part I, Line 32b: In January 2014, Community Initiatives retained Car Donation Services, Inc. to process and sell donated autos. Form 990, Part III, Line 1 Community Initiatives enables individuals and groups, working together, to create and invest in projects that benefit the public. We do this by providing fiscal sponsorship and financial, human resources, and grants management services to unincorporated nonprofit projects. These include new incubating nonprofit organizations, collaborative initiatives of philanthropic foundations, and public/private partnerships with government agencies. In 2018, Community Initiatives served 91 projects throughout California and elsewhere. These projects include new incubating nonprofit organizations, collaborative initiatives of philanthropic foundations, and public/private partnerships with government agencies. Projects, which may have overlapping issue areas, are focused on education (51%), social justice (37%), health and wellness (31%), youth development (21%), capacity building (17%), environment (15%), network/alliance (13%), arts (7%), philanthropy (7%), and animals (4%). One quarter of projects (25%) work on a diverse set of issues, including career development, civic engagement, culture/humanities, data science, food/farming, immigration, journalism/media, science, and veteran support. For more information see WWW.COMMUNITYIN.ORG. Form 990, Part VI, Section B, line 11b After the draft Form 990 is prepared, it is reviewed by the Board of Directors and Senior Management. Then the final Form 990 is distributed to all board members for their review and comment before filing. Form 990, Part VI, Section B, line 12c At the board meeting during which a new director is elected, he/she is asked to sign the conflict of interest policy forms prepared by our attorney. At the annual meeting in January, all directors update their forms for the following year. Form 990, Part VI, Section B, line 15 The independent board of directors, in executive session, annually reviews the performance of its CEO and approves changes in compensation which are compared against data for similar positions in the nonprofit sector. They then instruct the director of human resources to implement changes. This deliberation is recorded in the minutes of the meeting and filed with its corporate documents. Form 990, Part VI, Section C, line 19 The organization discloses its financial data upon request during regular business hours and when appropriate staff is available. An annual report is published which includes a summary of the independent audit. This report is widely distributed and is available on our website and upon request to the general public. Form 990, Part IX, line 11g Professionals/consultants: Program service expenses 3,938,572. Management and general expenses 257,864. Fundraising expenses 437,619. Total expenses 4,634,055. Payroll processing: Program service expenses 23,184. Management and general expenses 1,518. Fundraising expenses 2,576. Total expenses 27,278. Other professional fees: Program service expenses 163,135. Management and general expenses 10,681. Fundraising expenses 18,126. Total expenses 191,942.