2018-07-17T15:25:20-05:00 2017-12-31 202153727 SB & COMPANY LLC 200 INTERNATIONAL CIRCLE SUITE 5500 HUNT VALLEY MD 21030 990 2017-01-01 521120274 COMMUNITY ACTION PARTNERSHIP COMM 2022657546 1020 19TH STREET NW NO 700 WASHINGTON DC 20036 DENISE L HARLOW CHIEF EXECUTIVE OFFICER 2022657546 2018-07-17 1 MONIQUE BOOKER P00644231 4105840060 2018-06-29 2017 2022-09-23 18:48:47Z DENISE L HARLOW 1020 19TH STREET NW NO 700 WASHINGTON DC 20036 3895081 0 X WWW.COMMUNITYACTIONPARTNERSHIP.COM X 1971 DC THE MISSION OF THE COMMUNITY ACTION PARTNERSHIP IS TO STRENGTHEN, PROMOTE, REPRESENT, AND SERVE THE NETWORK OF MEMBER AGENCIES TO ASSURE THAT THE ISSUES OF POVERTY ARE EFFECTIVELY PRESENTED AND ADDRESSED. 16 16 21 17 0 0 4956547 2395779 1626910 1364658 11459 15076 43839 119568 6638755 3895081 2527067 0 0 0 1221600 1183692 0 0 5710 2452534 2591085 6201201 3774777 437554 120304 2560594 2938836 742143 874270 1818451 2064566 X THE MISSION OF THE COMMUNITY ACTION PARTNERSHIP IS TO STRENGTHEN, PROMOTE, REPRESENT, AND SERVE THE NETWORK OF MEMBER AGENCIES TO ASSURE THAT THE ISSUES OF POVERTY ARE EFFECTIVELY PRESENTED AND ADDRESSED. 0 1 844452 911280 ANNUAL CONFERENCE: THE ANNUAL MEETING (BUSINESS MEETING) OF THE MEMBERSHIP IS DURING THIS CONFERENCE. THERE WERE APPROXIMATELY 100 TRAINING SESSIONS AT THIS 5 DAY CONFERENCE INCLUDING A GENERAL OPENING SESSION AND A GENERAL CLOSING SESSION. THE MEMBERS ATTENDED THE TRAINING TRACKS WHICH INCLUDE EMERGING LEADERS, ENERGY AND WEATHERIZATION, AGENCY GOVERNANCE HEAD START/EDUCATION, HOUSING, LEADERSHIP, COMMUNITY ECONOMIC DEVELOPMENT, JOB CREATION, MANAGEMENT AND ORGANIZATIONAL DEVELOPMENT AND RISK MANAGEMENT. 1423700 1618104 TTA: THE TRAINING AND TECHNICAL ASSISSTANCE PROGRAM PROVIDES SUPPORT TO COMMUNITY ACTION AGENCIES IN SERVING LOW INCOME FAMILIES AND ADDRESSING THE CAUSES OF POVERTY IN LOCAL COMMUNITIES. THROUGH CAP AGENCIES ARE ABLE TO OBTAIN TRAINING AND TECHNICAL ASSISTANCE FOR COMMUNITY SUPPORT PROGRAMS THROUGH OSCOE, LCRC AND SEETAS.THROUGH THE ORGANIZATIONAL STANDARDS CENTER OF EXCELLENCE (OSCOE) PROJECT CAP DESIGNED AND COORDINATED THE DEVELOPMENT OF A COMPREHENSIVE SET OF ORGANIZATIONAL STANDARDS FOR COMMUNITY ACTION AGENCIES. CAP ALSO DEVELOPED TOOLS AND RESOURCES FOR AGENCIES AND STATES TO ASSIST WITH ORGANIZATIONAL ASSESSMENT AND IMPLEMENTATION OF THE STANDARDS.THE LEARNING COMMUNITIES RESOURCE CENTER (LCRC) FEATURES WEBINARS, WHITE PAPERS AND OTHER MATERIALS FOR MEMBERS OF THE PARTNERSHIP'S LEARNING COMMUNITIES. THE LEARNING COMMUNITIES CONSIST OF COMMUNITY ACTION EMPLOYEES WHO ASSIST EACH OTHER (DURING VIRTUAL OR IN-PERSON MEETINGS) WITH STRATEGIES TO IMPROVE POVERTY OUTCOMES WITHIN CAA'S. LEARNING COMMUNITY'S MEMBERS MAY CHOOSE TO WORK WITH A CLUSTER GROUP FOCUSED ON ONE OF FIVE POVERTY-RELATED TOPICS: DECREASING FAMILY HOMELESSNESS; INCREASING FINANCIAL EMPOWERMENT FOR FAMILIES, INCREASING ORGANIZATIONAL CAPACITY, UTILIZING PLACE-BASED STRATEGIES AND BUNDLING SERVICES TO IMPROVE OUTCOMES.THE CSBG STATE AND ELIGIBLE-ENTITY TECHNICAL ASSISTANCE SERVICES (SEETAS) FOCUSES ON TRAINING AND TECHNICAL ASSISTANCE THAT CAN ASSIST CAA'S WITH RISK MITIGATION, QUALITY IMPROVEMENT, AND CAPACITY DEVELOPMENT. IT FEATURES ONLINE TOOLS, WEBINARS AND TOOLKITS. AGENCIES CAN ALSO SUBMIT TRAINING AND TECHNICAL ASSISTANCE REQUESTS. 291519 776724 MEMBERSHIP SERVICES: THIS DEPARTMENT PROVIDES SUPPORT FOR MEMBER AGENCIES SUCH AS RESEARCH ON POVERTY, ACCESS TO LIFELINE SERVICES, DISCOUNT BUSINESS SERVICES, AND COMMUNICATION TOOLS AND RESOURCES. IN ADDITION, THE PROGRAM PROVIDES PRESENTATIONS ON POVERTY AND THE IMPACT OF COMMUNITY ACTION AT CONFERENCES AND OTHER EVENTS ACROSS THE COUNTRY. 84919 62126 CERTIFIED COMMUNITY ACTION PROFESSIONAL 26096 9350 AWARD FOR EXCELLENCE PATHWAYS 91798 60050 COMMUNITY ECONOMIC DEVELOPMENT 275640 324434 OTHER 478453 455960 3038124 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 16 0 21 1 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 DC X X X DENISE HARLOW 2022657546 1020 19TH STREET NW NO 700 WASHINGTON DC 20036 BRYAN DUNCAN CHAIRMAN 1.00 X 0 0 0 ELIZABETH STEINBERG 1ST VICE CHAIR 1.00 X 0 0 0 PETER KILDE 2ND VICE CHAIR 1.00 X 0 0 0 MALCOLM RATCHFORD 3RD VICE CHAIR 1.00 X 0 0 0 DR DALITSO SULAMOYO SECRETARY 1.00 X 0 0 0 AARON FRANKLIN TREASURER 1.00 X 0 0 0 THOMAS P TENORIO EX-OFFICIO 1.00 X 0 0 0 STEVE GELLER BOARD MEMBER 1.00 X 0 0 0 AMY TURNER BOARD MEMBER 1.00 X 0 0 0 ROBERT GOLDSMITH BOARD MEMBER 1.00 X 0 0 0 PAUL DOLE BOARD MEMBER 1.00 X 0 0 0 ANDREW DEVANY BOARD MEMBER 1.00 X 0 0 0 KAREN SWENSON BOARD MEMBER 1.00 X 0 0 0 ARLENE MCATEE BOARD MEMBER 1.00 X 0 0 0 CINDY DANNENBRING BOARD MEMBER 1.00 X 0 0 0 DARICK SIMPSON BOARD MEMBER 1.00 X 0 0 0 SUSAN GRINDLE BOARD MEMBER 1.00 X 0 0 0 WILLY SODERHOLM BOARD MEMBER 1.00 X 0 0 0 DENISE HARLOW CEO 50.00 X 164299 0 16839 164299 0 16839 1 0 1 0 RAFFA 1899 L STREET NW 850 WASHINGTON DC 20036 MANAGED ACCOUNTING SERVICES 310968 1 716620 1323283 355876 2395779 REGISTRATION 611430 981045 981045 CONTRACTS REVENUE 900099 159885 159885 OTHER 900099 89653 89653 TRAVEL REIMBURSEMENT 900099 49550 49550 EXHIBIT 611430 49025 49025 35500 35500 1364658 15076 15076 SAFELINK/TRACFONE 900099 119568 119568 119568 3895081 1484226 0 15076 181138 126859 53851 428 753340 590825 159977 2538 176710 131788 44162 760 72504 56750 15566 188 903103 530178 372925 2259 2259 25803 18475 7213 115 12993 9281 3712 63724 25655 38069 230830 131526 98625 679 79513 53979 25534 283714 227623 55135 956 583086 519235 63851 308526 277187 31339 13991 10537 3408 46 8984 1862 7122 CONTRIBUTIONS 64314 18207 46107 COMMISION 10245 1800 8445 INDIRECT COST ALLOCATIO 0 306357 -306357 3774777 3038124 730943 5710 697821 935445 18628 18647 652810 635249 2531 96196 124561 27119 86061 36546 33703 49515 1009760 1153385 20780 23280 2560594 2938836 286079 273642 456064 600628 742143 874270 X 1818451 1829460 235106 1818451 2064566 2560594 2938836 120304 128568 -2757 0 X X 0 1 X 1 1 1 X 1026399 4101099 5040301 4956547 2395779 17520125 1026399 4101099 5040301 4956547 2395779 17520125 17520125 64721 60794 54903 54102 16338 250858 2124 2847 7516 1196 119568 133251 17904234 0.97850 0.97950 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3898 9095 12993 3746197 3759190 337960 84490 0 0 449091 460735 337960 1247786 1871679 4000 17500 12993 34493 112273 115184 84490 311947 467921 1000 1250 3898 6148 22876 2676 20200 63185 33870 29315 49515 X 4023649 128568 128568 3895081 0 3895081 3774777 0 3774777 0 3774777 PART X, LINE 2: THE PARTNERSHIP AND CAFI ARE BOTH EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE PARTNERSHIP PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2017, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR WHICH MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. AS OF DECEMBER 31, 2017, THE STATUTE OF LIMITATIONS FOR FISCAL YEARS 2014 THROUGH 2017, REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION OR THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE PARTNERSHIP FILES TAX RETURNS. IT IS THE PARTNERSHIP'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN INCOME TAX EXPENSE. 1 X X 0 0 0 0 0 0 0 0 0 DENISE HARLOW CEO 164299 0 0 0 0 0 7497 0 9342 0 181138 0 0 0 FORM 990, PART III, LINE 3 SUPPORTIVE SERVICES FOR VETERAN FAMILIES (SSVF) GRANT WAS ENDED SEPTEMBER 30, 2016. FORM 990, PART VI, SECTION A, LINE 6 OUR MEMBERS ELECT THEIR REGIONAL REPRESENTATIVE TO SERVE ON OUR BOARD. FORM 990, PART VI, SECTION A, LINE 7A OUR MEMBERS ELECT THE CHAIR, VICE CHAIR, TREASURER AND SECRETARY. ELECTIONS ARE HELD EVERY TWO YEARS FOR THE BOARD. THE MEMBERS MUST APPROVE CHANGES TO THE BYLAWS AND ARTICLES OF INCORPORATION. FORM 990, PART VI, SECTION A, LINE 7B THEY ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD RECEIVES, REVIEWS, AND APPROVES AUDIT REPORT AND FORM 990. FORM 990, PART VI, SECTION B, LINE 12C MANAGEMENT ANNUALLY DISTRIBUTES THE CONFLICT OF INTEREST POLICY TO ITS MEMBERS AND OBTAINS THE SIGNED FORM FROM EACH MEMBER. CAP HAS A DESIGNATED PERSON TO TRACK ALL FORMS TO ENSURE RECEIPT. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION PROCESS FOR TOP OFFICIAL COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD. COMPARABILITY DATA IS USED IN THE ANALYSIS. FORM 990, PART VI, SECTION C, LINE 19 THEY ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. FORM 990, PART XI, LINE 8 PRIOR YEAR NET ASSETS INCLUDE CAFI BALANCE, WHICH WAS LATER FILED SEPARATELY IN 2016. SCHEDULE A, PART II, SECTION A, LINE 1 AND LINE 10 IN PY, REVENUE WAS ALL GROUPED INTO CONTRIBUTIONS. RECLASSIFICATION HAS BEEN MADE IN CY TO DISTINGUISH CONTRIBUTIONS FROM OTHER INCOME. COMMUNITY ACTION FINANCIAL INSTITUTE INC 1140 CONNECTICUT AVENUE SUITE 1210 WASHINGTON DC 20036 451658228 FINANCE JOB CREATION PROJECTS IN DISTRESSED COMMUNITIES. DC 501(C)(3) PUBLIC CHARITY COMMUNITY ACTION PARTNERSHIP 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0