BETA

CHANGE MACHINE: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
CHANGE MACHINE (EIN 76-0833915)
Tax period
2016-10-01 to 2017-09-30
Filed
2018-07-23
IRS object ID
201822049349300912
Schema version
2016v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2018-07-23T14:40:43-05:00ReturnTs
Tax Period End2017-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390974031PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WEGNER CPAS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1230 PARK AVE FL 3AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP101690005ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN760833915EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE FINANCIAL CLINICBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFINABusinessNameControlTxt
Phone6468104050PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1254 36TH ST UNIT 16 STE B321AddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP112322401ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMAE WATSON GROTEPersonNm
Person TitleFOUNDER AND EXECUTIVE DIRECTORPersonTitleTxt
Phone6468104050PhoneNum
Signature2018-07-18SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonYIGIT UCTUM CPAPreparerPersonNm
PTINP01269549PTIN
Phone2125511724PhoneNum
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerMAE WATSON GROTEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1254 36TH ST UNIT 16 STE B321AddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP112322401ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$5,192,528GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressTHEFINANCIALCLINIC.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2006FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionTHE FINANCIAL CLINIC BUILDS WORKING POOR FAMILIES' FINANCIAL SECURITY BY ADDRESSING THEIR IMMEDIATE FINANCIAL CHALLENGES AND HELPING THEM SET LONG-TERM GOALS TO ACHIEVE FINANCIAL MOBILITY.ActivityOrMissionDesc
Voting Members Governing Body13VotingMembersGoverningBodyCnt
Voting Members Independent13VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers143TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$6,222,379PYContributionsGrantsAmt
CY Contributions Grants$4,487,298CYContributionsGrantsAmt
PY Program Service Revenue$518,203PYProgramServiceRevenueAmt
CY Program Service Revenue$704,656CYProgramServiceRevenueAmt
PY Investment Income$877PYInvestmentIncomeAmt
CY Investment Income$574CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$6,741,459PYTotalRevenueAmt
CY Total Revenue$5,192,528CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$2,248,134PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,836,582CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$287,244CYTotalFundraisingExpenseAmt
PY Other Expenses$832,047PYOtherExpensesAmt
CY Other Expenses$988,723CYOtherExpensesAmt
PY Total Expenses$3,080,181PYTotalExpensesAmt
CY Total Expenses$3,825,305CYTotalExpensesAmt
PY Revenues Less Expenses$3,661,278PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,367,223CYRevenuesLessExpensesAmt
Total Assets BOY$4,390,107TotalAssetsBOYAmt
Total Assets EOY$5,997,503TotalAssetsEOYAmt
Total Liabilities BOY$734,917TotalLiabilitiesBOYAmt
Total Liabilities EOY$975,090TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,655,190NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$5,022,413NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE FINANCIAL CLINIC BUILDS WORKING POOR FAMILIES' FINANCIAL SECURITY BY ADDRESSING THEIR IMMEDIATE FINANCIAL CHALLENGES AND HELPING THEM SET LONG-TERM GOALS TO ACHIEVE FINANCIAL MOBILITY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,436,194ExpenseAmt
Revenue$457,668RevenueAmt
DescFINANCIAL INSECURITY IS PERVASIVE AND OFTEN STYMIES MANY NONPROFIT ORGANIZATIONS FROM FULLY AND EFFECTIVELY SERVING THEIR COMMUNITIES. THE CLINIC HAS CREATED THE FINANCIAL SECURITY ECOSYSTEM (FSE) OR "ECOSYSTEM," WHICH IS A HOLISTIC PARTNERSHIP APPROACH THAT BUILDS FINANCIAL SECURITY FOR THE WORKING POOR AT SCALE AND ACCELERATES SECTOR-SPECIFIC MISSIONS AND OUTCOMES. THIS COMPLETE BUNDLE OF THE CLINIC'S BEST PRACTICES AND SERVICES IS DESIGNED TO SEAMLESSLY COLLABORATE WITH A PARTNER ORGANIZATION'S EXISTING SERVICES THROUGH CAPACITY BUILDING, DIRECT SERVICES AND LASTING CHANGE--SEAMLESSLY CONNECTED THROUGH THE USE OF CHANGE MACHINE. IN 2016, WE LAUNCHED OUR FIRST NATIONAL ECOSYSTEM WHICH IS EXPECTED TO REACH 30,000 INDIVIDUALS ACROSS THE COUNTRY.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$953,926ExpenseAmt
Revenue$246,988RevenueAmt
DescCHANGE MACHINE, THE REVOLUTIONARY ONLINE PLATFORM BUILT BY THE CLINIC THAT SIGNIFICANTLY IMPROVES SERVICE TO AMERICA'S WORKING POOR, CONTAINS ALL THE TOOLS AND RESOURCES PRACTITIONERS NEED TO ADDRESS THEIR CUSTOMERS' UNDERLYING FINANCIAL INSECURITY. BUILT BY PRACTITIONERS FOR PRACTITIONERS, CHANGE MACHINE OFFERS UNPRECEDENTED OPPORTUNITIES FOR DRAMATICALLY INCREASING THE IMPACT OF FINANCIAL COACHING. CHANGE MACHINE PROVIDES A SINGLE PLATFORM WHERE PRACTITIONERS CAN LEARN BEST FINANCIAL COACHING PRACTICES; ACCESS ALL THE TOOLS AND WORKSHEETS THEY NEED TO COACH THEIR CUSTOMERS; A PROFESSIONAL SOCIAL NETWORK SPECIFICALLY DESIGNED FOR THE FIELD TO SHARE BEST PRACTICES; AND SPECIAL ACCESS FOR SUPERVISORS TO MANAGE THEIR STAFF, CUSTOMERS AND DATA. WITH 1,000 USERS, WE ARE ABLE TO HELP UNDERSTAND BETTER WHAT DRIVES FINANCIAL SECURITY AND BETTER DRAFT SOLUTIONS FOR INCOME VOLATILITY AND LACK OF AFFORDABLE CREDIT AND SAVINGS OPTIONS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$228,570ExpenseAmt
DescBASED ON WHAT WE LEARN FROM OUR ON-THE-GROUND WORK WITH THOUSANDS OF WORKING POOR PEOPLE EACH YEAR, WE RESEARCH, DEVELOP AND ADVOCATE FOR POLICY REFORMS AND SYSTEMIC CHANGES THAT WILL REMOVE OBSTACLES TO FINANCIAL SECURITY. WE BUILD COALITIONS AND PARTNER WITH ADVOCACY GROUPS, RESEARCHERS, THINK-TANKS, PRACTITIONERS, AND EVEN STATE AND FEDERAL POLICYMAKERS TO GUIDE AND SUPPORT OUR POLICY AGENDA. WE LAUNCHED OUR FIRST ECOSYSTEM POLICY AGENDA THAT INCLUDED CHANGES TO THE TAX CODE TO BETTER SUPPORT CAREER MOBILITY, ELIMINATING ASSET LIMITS FOR THOSE ON BENEFITS, AND INCREASING USE OF FINANCIAL TECH FOR WORKING POOR INDIVIDUALS.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$2,618,690TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document18IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members13GoverningBodyVotingMembersCnt
Independent Voting Member13IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMAE WATSON GROTEPersonNm
Phone6468104050PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1254 36TH ST UNIT 16 STE B321AddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP112322401ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
MARGARITA BROSE
CHAIR1.00Yes (X)Yes (X)$0$0$0
RIMA KHALIL
FINANCE AND AUDIT COMMITTEE CHAIR1.00Yes (X)Yes (X)$0$0$0
T BAKER SMITH
DIRECTOR1.00Yes (X)$0$0$0
MICHAEL BECK
DIRECTOR1.00Yes (X)$0$0$0
JORDANA INGBER GRUNFELD
DIRECTOR1.00Yes (X)$0$0$0
KEN PRESS
DIRECTOR1.00Yes (X)$0$0$0
PAUL VAN HOOK
DIRECTOR1.00Yes (X)$0$0$0
IDA RADEMACHER
DIRECTOR1.00Yes (X)$0$0$0
JACQUES BUSQUEST
DIRECTOR1.00Yes (X)$0$0$0
MANDY NORTON
DIRECTOR1.00Yes (X)$0$0$0
JACQUES BUSQUET
DIRECTOR1.00Yes (X)$0$0$0
DEENA COFFMAN
DIRECTOR1.00Yes (X)$0$0$0
ANTHONY FULLINGTON
DIRECTOR1.00Yes (X)$0$0$0
MAE WATSON GROTE
FOUNDER AND EXECUTIVE DIRECTOR40.00Yes (X)$165,000$0$38,352
MARTIN DANDRADE JR
CHIEF OPERATING OFFICER40.00$115,000$0$22,427Yes (X)
HAIDEE CABUSORA
CHIEF PROGRAM OFFICER40.00$135,000$0$28,260Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$415,000TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$89,039TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K3IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TRINET GROUP INCBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line11100 SAN LEANDRO BLVD STE 400AddressLine1Txt
CitySAN LEANDROCityNm
State AbbreviationCAStateAbbreviationCd
ZIP945771670ZIPCd
FieldValueIRS element (for citing)
ServicesEMPLOYEE LEASING AND HR SERVICESServicesDesc
Compensation$2,123,729CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Government Grants$431,772GovernmentGrantsAmt
All Other Contributions$4,055,526AllOtherContributionsAmt
Total Contributions$4,487,298TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PROGRAM SERVICE FEES624190$695,308$695,308
OTHER PROGRAM SERVICES900099$9,348$9,348
FieldValueIRS element (for citing)
Total Program Service Revenue$704,656TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$574TotalRevenueColumnAmt
Exclusion$574ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,192,528TotalRevenueColumnAmt
Related Or Exempt Func Income$704,656RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$574ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$221,039TotalAmt
Program Services$88,415ProgramServicesAmt
Management And General$22,104ManagementAndGeneralAmt
Fundraising$110,520FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$2,161,776TotalAmt
Program Services$1,584,628ProgramServicesAmt
Management And General$492,030ManagementAndGeneralAmt
Fundraising$85,118FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$101,272TotalAmt
Program Services$68,850ProgramServicesAmt
Management And General$23,485ManagementAndGeneralAmt
Fundraising$8,937FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$165,558TotalAmt
Program Services$112,556ProgramServicesAmt
Management And General$38,393ManagementAndGeneralAmt
Fundraising$14,609FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$186,937TotalAmt
Program Services$127,090ProgramServicesAmt
Management And General$43,351ManagementAndGeneralAmt
Fundraising$16,496FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$23,600TotalAmt
Management And General$23,600ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$295,826TotalAmt
Program Services$181,968ProgramServicesAmt
Management And General$100,647ManagementAndGeneralAmt
Fundraising$13,211FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$129,321TotalAmt
Program Services$93,286ProgramServicesAmt
Management And General$26,650ManagementAndGeneralAmt
Fundraising$9,385FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$117,242TotalAmt
Program Services$93,366ProgramServicesAmt
Management And General$20,048ManagementAndGeneralAmt
Fundraising$3,828FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$176,349TotalAmt
Program Services$113,160ProgramServicesAmt
Management And General$51,743ManagementAndGeneralAmt
Fundraising$11,446FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$71,266TotalAmt
Program Services$65,728ProgramServicesAmt
Management And General$2,991ManagementAndGeneralAmt
Fundraising$2,547FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$39,721TotalAmt
Program Services$25,653ProgramServicesAmt
Management And General$9,211ManagementAndGeneralAmt
Fundraising$4,857FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$34,663TotalAmt
Management And General$34,663ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$61,901TotalAmt
Program Services$39,721ProgramServicesAmt
Management And General$18,162ManagementAndGeneralAmt
Fundraising$4,018FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$25,981TotalAmt
Program Services$19,009ProgramServicesAmt
Management And General$4,704ManagementAndGeneralAmt
Fundraising$2,268FundraisingAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescDUES AND MEMBERSHIPSDesc
Total$3,107TotalAmt
Program Services$1,669ProgramServicesAmt
Management And General$1,436ManagementAndGeneralAmt
Fundraising$2FundraisingAmt

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$9,746TotalAmt
Program Services$3,591ProgramServicesAmt
Management And General$6,153ManagementAndGeneralAmt
Fundraising$2FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,825,305TotalAmt
Program Services$2,618,690ProgramServicesAmt
Management And General$919,371ManagementAndGeneralAmt
Fundraising$287,244FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$493,192BOYAmt
EOY$581,451EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,377,534BOYAmt
EOY$4,461,422EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$241,234BOYAmt
EOY$492,036EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$52,413BOYAmt
EOY$167,785EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$436,579LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$141,770LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$225,734BOYAmt
EOY$294,809EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,390,107BOYAmt
EOY$5,997,503EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$183,861BOYAmt
EOY$241,156EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$56,161BOYAmt
EOY$239,039EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$494,895BOYAmt
EOY$494,895EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$734,917BOYAmt
EOY$975,090EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$10,540BOYAmt
EOY$223,377EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,644,650BOYAmt
EOY$4,799,036EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,655,190BOYAmt
EOY$5,022,413EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,390,107BOYAmt
EOY$5,997,503EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,367,223ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$47,569CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$638,938CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,026,054CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,222,379CurrentTaxYearMinus1YearAmt
Current Tax Year$4,487,298CurrentTaxYearAmt
Total$13,422,238TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$47,569CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$638,938CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,026,054CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,222,379CurrentTaxYearMinus1YearAmt
Current Tax Year$4,487,298CurrentTaxYearAmt
Total$13,422,238TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$7,991,705SubstantialContributorsTotAmt
Public Support Total170$5,430,533PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$522CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$691CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$877CurrentTaxYearMinus1YearAmt
Current Tax Year$574CurrentTaxYearAmt
Total$2,664TotalAmt
FieldValueIRS element (for citing)
Total Support$13,424,902TotalSupportAmt
Gross Receipts Rltd Activities$2,630,744GrossReceiptsRltdActivitiesAmt
First5 Years170Yes (X)First5Years170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II:FormAndLineReferenceDesc
ExplanationTHE 2013 COLUMN ON SCHEDULE A, PART II REPRESENTS THE SHORT TAX YEAR BEGINNING JANUARY 1, 2014 AND ENDING SEPTEMBER 30, 2014.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$15,392OtherCostOrOtherBasisAmt
Depreciation$15,392DepreciationAmt
Book Value$0BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$24,930OtherCostOrOtherBasisAmt
Depreciation$16,682DepreciationAmt
Book Value$8,248BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$396,257OtherCostOrOtherBasisAmt
Depreciation$109,696DepreciationAmt
Book Value$286,561BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$294,809TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$5,226,028TotalRevEtcAuditedFinclStmtAmt
Donated Services And Use Fclts$33,500DonatedServicesAndUseFcltsAmt
Revenue Not Reported$33,500RevenueNotReportedAmt
Revenue Subtotal$5,192,528RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$5,192,528TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$3,858,805TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$33,500DonatedServicesUseFcltsAmt
Expenses Not Reported$33,500ExpensesNotReportedAmt
Expenses Subtotal$3,825,305ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$3,825,305TotalExpensesPerForm990Amt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
MAE WATSON GROTE
FOUNDER AND EXECUTIVE DIRECTOR$165,000$0$0$0$0$0$24,774$0$13,578$0$203,352$0$0$0
HAIDEE CABUSORA
CHIEF PROGRAM OFFICER$135,000$0$0$0$0$0$15,000$0$13,260$0$163,260$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE PREPARED FORM 990 IS FIRST REVIEWED BY THE DIRECTOR OF FINANCE AND OPERATIONS AND THE EXECUTIVE DIRECTOR AND THEN BY THE MEMBERS OF THE GOVERNING BODY BEFORE THE RETURN IS FILED WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CANY DIRECTOR, PRINCIPAL OFFICER, OR MEMBER OF A COMMITTEE WITH GOVERNING BODY-DELEGATED POWER WHO HAS, DIRECTLY OR INDIRECTLY, THROUGH BUSINESS INVESTMENTS OR FAMILY: (I) AN OWNERSHIP OR INVESTMENT IN ANY ENTITY WITH WHICH THE ORGANIZATION HAS A TRANSACTION OR ARRANGEMENT, (II) A COMPENSATION ARRANGEMENT WITH THE ORGANIZATION OR WITH ANY ENTITY OR INDIVIDUAL WITH WHICH THE ORGANIZATION HAS A TRANSACTION OR ARRANGEMENT, OR (III) A POTENTIAL OWNERSHIP OR INVESTMENT INTEREST IN, OR COMPENSATION ARRANGEMENT WITH, ANY ENTITY OR INDIVIDUALS WITH WHICH THE ORGANIZATION IS NEGOTIATING A TRANSACTION OR ARRANGEMENT. NO DIRECTOR SHALL VOTE ON ANY MATTER IS WHICH HE OR SHE HAS AN INTEREST.
FORM 990, PART VI, SECTION B, LINE 15ATHE EXECUTIVE DIRECTOR'S COMPENSATION IS REVIEWED BY THE MEMBERS OF THE GOVERNING BODY USING COMPARABLE DATA. THE DELIBERATION AND DECISION IS THEN MEMORIALIZED IN AN OFFICIAL LETTER TO THE EXECUTIVE DIRECTOR OF ANY ADJUSTMENT TO COMPENSATION. THE COMPENSATION FOR OTHER TOP MANAGEMENT AND KEY EMPLOYEES IS REVIEWED BY THE EXECUTIVE DIRECTOR USING COMPARABLE DATA AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION BY WAY OF THE EMPLOYEE'S ANNUAL EVALUATION. THIS PROCESS WAS LAST UNDERTAKEN IN 2017.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MADE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.

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