OPPORTUNITY JUNCTION INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- OPPORTUNITY JUNCTION INC (EIN 68-0459131)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-02-22
- IRS object ID
- 201830539349300833
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-02-22T14:52:23-06:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATRICIA A WINTROATH CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 N CALIFORNIA BLVD SUITE 290 | AddressLine1Txt |
| City | WALNUT CREEK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94596 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680459131 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OPPORTUNITY JUNCTION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OPPO | BusinessNameControlTxt |
| Phone | 9257761133 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3102 DELTA FAIR BLVD | AddressLine1Txt |
| City | ANTIOCH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 945094001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALISSA FRIEDMAN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 9257761133 | PhoneNum |
| Signature | 2018-01-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICIA A WINTROATH | PreparerPersonNm |
| PTIN | P00430440 | PTIN |
| Phone | 9259743310 | PhoneNum |
| Preparation | 2018-01-11 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.174.208.152 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-01-11 | IPDt |
| IP Tm | 15:11:17 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D04B0DE3ED28EC6BD5AB754FFE2DFD3763FBD9CB | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D04B0DE3ED28EC6BD5AB754FFE2DFD3763FBD9CB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ALISSA FRIEDMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O 3102 DELTA FAIR BLVD | AddressLine1Txt |
| City | ANTIOCH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94509 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,878,815 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.OPPORTUNITYJUNCTION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1999 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 86 | TotalEmployeeCnt |
| Total Volunteers | 97 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,029,005 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,188,987 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $434,708 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $568,903 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,985 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,249 | CYInvestmentIncomeAmt |
| PY Other Revenue | $101,656 | PYOtherRevenueAmt |
| CY Other Revenue | $90,680 | CYOtherRevenueAmt |
| PY Total Revenue | $1,567,354 | PYTotalRevenueAmt |
| CY Total Revenue | $1,850,819 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,364,021 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,347,022 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $160,264 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $327,072 | PYOtherExpensesAmt |
| CY Other Expenses | $348,414 | CYOtherExpensesAmt |
| PY Total Expenses | $1,691,093 | PYTotalExpensesAmt |
| CY Total Expenses | $1,695,436 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$123,739 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $155,383 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $740,725 | TotalAssetsBOYAmt |
| Total Assets EOY | $930,346 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $53,448 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $87,686 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $687,277 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $842,660 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $846,192 | ExpenseAmt |
| Revenue | $304,077 | RevenueAmt |
| Desc | 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 2016-17, 51 PARTICIPANTS ENTERED EMPLOYMENT AT AN AVERAGE WAGE OF $14.82/HOUR (NOT INCLUDING 40 ALUMNI PLACED OR ADVANCED TO AN AVERAGE OF $16.68/HOUR. 75% ARE STILL EMPLOYED 5 YEARS LATER). | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $241,774 | ExpenseAmt |
| Revenue | $83,808 | RevenueAmt |
| Desc | CAREER DEVELOPMENT SERVICES AT SPARKPOINT: PROGRAM STRUCTURE: PROVIDE CAREER DEVELOPMENT, CASE MANAGEMENT, COHORT MEETINGS, AND JOB PLACEMENT SERVICES IN BAY POINT, AS PART OF SPARKPOINT CONTRA COSTA.IMPACT: DURING FY 2016-17, 47 PARTICIPANTS WERE PLACED IN POSITIONS EARNING AN AVERAGE OF $15.60/HOUR (NOT INCLUDING 12 ALUMNI PLACED INTO NEW POSITIONS AVERAGING $14.66/HOUR). | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $262,320 | ExpenseAmt |
| Revenue | $170,117 | RevenueAmt |
| Desc | ROAD MAP TO COLLEGE:PROGRAM STRUCTURE: HELP JOB SEEKERS NAVIGATE AND SUCCEED IN LOS MEDANOS COLLEGE'S CAREER TECHNICAL EDUCATION TRACKS, OFFERING SUPPORT SERVICES THROUGHOUT AND PLACEMENT SERVICES AT COMPLETION. INCLUDES CAREER DEVELOPMENT SERVICES FOR SOME JOB SEEKERS WHO CHOOSE NOT TO ENROLL IN OR COMPLETE LOS MEDANOS PROGRAMS.IMPACT: ADAPTED THE PROGRAM TO TARGET UNEMPLOYED, OUT-OF-SCHOOL YOUTH AGED 18-24, WITH AN EMPHASIS ON FORMER FOSTER YOUTH. 87% OF YOUTH SUCCESSFULLY COMPLETED THEIR FIRST SEMESTER, AND 75% OF THOSE WHO COMPLETED HAVE CONTINUED INTO THEIR SECOND SEMESTER. 57% OF YOUTH ENROLLEES PLACED IN JOBS TO HELP WITH SCHOOL FINANCIAL SUSTAINABILITY. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|
| $74,101 | $10,901 | TECHNOLOGY CENTER:PROGRAM STRUCTURE: OFFER LOW-INCOME CLIENTS FREE COMPUTER ACCESS AND ASSISTANCE, ENGLISH AS A SECOND LANGUAGE INSTRUCTION, COMPUTER BASICS, AND SPANISH CLASSES.IMPACT: DURING FY 2016-17, 525 STUDENTS USED OUR COMPUTER LABS AND PARTICIPATED IN EVENING CLASSES. RESEARCH INDICATES THAT OF THOSE COMPLETING AT LEAST 15 HOURS OF PARTICIPATION, 30% REPORT GETTING A JOB, A BETTER JOB, A RAISE, OR A PROMOTION. |
| $9,840 | 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 TAXES FOR FREE, CLAIMING THE EARNED INCOME TAX CREDIT AND OTHER CREDITS, USING THE MYFREETAXES.COM WEB INTERFACE.IMPACT: 243 FAMILIES CLAIMED $515,000 IN FEDERAL AND STATE REFUNDS FOR TAX YEAR 2016 (RETURNS PREPARED IN EARLY 2017). |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $83,941 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $10,901 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $1,434,227 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 7 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 86 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALISSA FRIEDMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9257761133 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3102 DELTA FAIR BLVD | AddressLine1Txt |
| City | ANTIOCH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94509 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| LINDA BEST | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRUCE BAUMGARTEN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JANE COLLETT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BOB COAKLEY | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DEBRA RIVERA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ALISSA FRIEDMAN | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $135,844 | $0 | $12,000 | Yes (X) |
| JACKIE SEENO | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JIM JONES | ||||||
| CHAIR ELECT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SEAN K WRIGHT DC | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTINE BONIFACIO | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLOTTE EVANS WILL | ||||||
| IMMEDIATE PAST CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DAVID WAHL | ||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BOB CALKINS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JULIN PEREZ-BERNTSEN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ADRIANA PONCE-MATTEUCCI | ||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ASHRITA PRASAD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRIAN SIEBOLD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD PAGANO | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CAROL ANN BARBER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $135,844 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $12,000 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,188,987 | AllOtherContributionsAmt |
| Total Contributions | $1,188,987 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| GOVERNMENT CONTRACTS | 611420 | $528,268 | $528,268 |
| OUTPLACEMENT INCOME | 611420 | $37,740 | $37,740 |
| PROJECT INCOME | 611420 | $2,895 | $2,895 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $568,903 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,249 | TotalRevenueColumnAmt |
| Exclusion | $2,249 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $118,676 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $27,996 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $90,680 | TotalRevenueColumnAmt |
| Exclusion | $90,680 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,850,819 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $568,903 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $92,929 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,000 | TotalAmt |
| Program Services | $66,428 | ProgramServicesAmt |
| Management And General | $31,690 | ManagementAndGeneralAmt |
| Fundraising | $41,882 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $986,176 | TotalAmt |
| Program Services | $890,246 | ProgramServicesAmt |
| Management And General | $29,042 | ManagementAndGeneralAmt |
| Fundraising | $66,888 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,079 | TotalAmt |
| Program Services | $103,716 | ProgramServicesAmt |
| Management And General | $8,486 | ManagementAndGeneralAmt |
| Fundraising | $9,877 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,767 | TotalAmt |
| Program Services | $83,908 | ProgramServicesAmt |
| Management And General | $5,287 | ManagementAndGeneralAmt |
| Fundraising | $9,572 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,480 | TotalAmt |
| Program Services | $2,896 | ProgramServicesAmt |
| Management And General | $204 | ManagementAndGeneralAmt |
| Fundraising | $380 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,989 | TotalAmt |
| Program Services | $16,867 | ProgramServicesAmt |
| Management And General | $9,999 | ManagementAndGeneralAmt |
| Fundraising | $2,123 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,509 | TotalAmt |
| Program Services | $3,814 | ProgramServicesAmt |
| Management And General | $203 | ManagementAndGeneralAmt |
| Fundraising | $1,492 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,372 | TotalAmt |
| Program Services | $12,063 | ProgramServicesAmt |
| Management And General | $806 | ManagementAndGeneralAmt |
| Fundraising | $1,503 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,913 | TotalAmt |
| Program Services | $145,561 | ProgramServicesAmt |
| Management And General | $10,245 | ManagementAndGeneralAmt |
| Fundraising | $19,107 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,650 | TotalAmt |
| Program Services | $8,031 | ProgramServicesAmt |
| Management And General | $565 | ManagementAndGeneralAmt |
| Fundraising | $1,054 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,261 | TotalAmt |
| Program Services | $5,210 | ProgramServicesAmt |
| Management And General | $367 | ManagementAndGeneralAmt |
| Fundraising | $684 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PARTICIPANT EXPENSES | $65,204 | $65,164 | $14 | $26 |
| STAFF EXPENSES | $16,424 | $13,497 | $898 | $2,029 |
| DUES, FEES, AND SUBSCRI | $9,010 | $7,532 | $620 | $858 |
| TELEPHONE & INTERNET | $4,697 | $3,909 | $275 | $513 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,905 | TotalAmt |
| Program Services | $5,385 | ProgramServicesAmt |
| Management And General | $2,244 | ManagementAndGeneralAmt |
| Fundraising | $2,276 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,695,436 | TotalAmt |
| Program Services | $1,434,227 | ProgramServicesAmt |
| Management And General | $100,945 | ManagementAndGeneralAmt |
| Fundraising | $160,264 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,554 | BOYAmt |
| EOY | $147 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $437,913 | BOYAmt |
| EOY | $618,605 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,153 | BOYAmt |
| EOY | $259,522 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,831 | BOYAmt |
| EOY | $3,495 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,907 | BOYAmt |
| EOY | $14,660 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $89,606 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $73,689 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,367 | BOYAmt |
| EOY | $15,917 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,000 | BOYAmt |
| EOY | $18,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $740,725 | BOYAmt |
| EOY | $930,346 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,681 | BOYAmt |
| EOY | $16,816 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,290 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,477 | BOYAmt |
| EOY | $70,870 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,448 | BOYAmt |
| EOY | $87,686 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $548,413 | BOYAmt |
| EOY | $647,576 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,864 | BOYAmt |
| EOY | $195,084 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $687,277 | BOYAmt |
| EOY | $842,660 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $740,725 | BOYAmt |
| EOY | $930,346 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $155,383 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $875,365 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,194,358 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,250,116 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,029,005 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,188,987 | CurrentTaxYearAmt |
| Total | $5,537,831 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $875,365 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,194,358 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,250,116 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,029,005 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,188,987 | CurrentTaxYearAmt |
| Total | $5,537,831 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,870,025 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,667,806 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,982 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,309 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,445 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,985 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,249 | CurrentTaxYearAmt |
| Total | $14,970 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $5,552,801 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,213,066 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.48040 | PublicSupportCY170Pct |
| Public Support PY170 | 0.47310 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $73,718 | OtherCostOrOtherBasisAmt |
| Depreciation | $58,922 | DepreciationAmt |
| Book Value | $14,796 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,888 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,767 | DepreciationAmt |
| Book Value | $1,121 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $15,917 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED VACATIONS | $46,157 |
| ACCRUED PAYROLL | $24,713 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $70,870 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $1,850,819 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,850,819 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,850,819 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,695,436 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,695,436 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,695,436 | TotalExpensesPerForm990Amt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ANNUAL GALA | Event1Nm |
| Gross Receipts Event1 | $118,605 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $118,605 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $22,100 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $5,896 | OtherDirectExpensesEvent1Amt |
| Event2 | OTHER | Event2Nm |
| Gross Receipts Event2 | $71 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $71 | GrossRevenueEvent2Amt |
| Gross Receipts Total | $118,676 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $118,676 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $22,100 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $5,896 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $27,996 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $90,680 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | THE ORGANIZATION AMENDED THE BYLAWS ON MARCH 13, 2017: CHANGES TO THE BYLAWS BY ACTION OF THE BOARD OF DIRECTORS ON MARCH 13, 2017: ELIMINATED THE BOARD'S ABILITY TO ADMIT INDIVIDUALS TO ONE OR MORE CLASS OF NONVOTING MEMBERS; ENUMERATED THE BOARD'S POWER TO AMEND THE BYLAWS; ELIMINATED THE PARAGRAPH ESTABLISHING THE PROCESS FOR DESIGNATING THE ORIGINAL MEMBERS OF THE BOARD OF DIRECTORS; COLLAPSED THE BOARD DEVELOPMENT COMMITTEE INTO THE EXECUTIVE COMMITTEE, SPECIFICALLY AS THE COMMITTEE TO NOMINATE NEW BOARD MEMBERS; SIMPLIFIED THE LANGUAGE ABOUT THE ELECTION OF DIRECTORS AND CLARIFIED THAT VACANCIES MAY BE FILLED BY MAJORITY VOTE OF A QUORUM OF DIRECTORS (51%), ELIMINATING THE PROVISION FOR VOTING ON THE ELECTION OF DIRECTORS BY EMAIL; ELIMINATED A PARAGRAPH CALLING FOR THE BOARD TO IMPLEMENT A MEANS OF VERIFYING THE IDENTITY OF REMOTE PARTICIPANTS IN BOARD MEETINGS; FOR ANNUAL AND OTHER MEETINGS, ELIMINATED THE LANGUAGE ALLOWING THEM TO BE HELD WITHOUT NOTICE; ENUMERATED THE MEANS OF NOTIFYING DIRECTORS OF MEETINGS OF THE BOARD; REQUIRED THAT ACTIONS TAKEN BY THE EXECUTIVE COMMITTEE PURSUANT TO THE BYLAWS BE LISTED IN THE NEXT MEETING'S INFORMATION REPORT; CLEANED UP LANGUAGE GIVING THE BOARD THE POWER TO CREATE AND DISSOLVE COMMITTEES; ADDED THE EXECUTIVE DIRECTOR AS AN OFFICER OF THE CORPORATION; SPECIFIED THAT THE EXECUTIVE DIRECTOR SHALL RUN THE DAY-TO-DAY AFFAIRS OF THE CORPORATION, INCLUDING ENTERING INTO BINDING CONTRACTS AND AGREEMENTS AND MAKING OR APPROVING PERSONNEL DECISIONS (AND SERVING AS THE CHIEF EXECUTIVE OFFICER OF THE CORPORATION); REMOVED LANGUAGE GIVING CERTAIN OFFICERS ALTERNATIVE TITLES SOMETIMES SPECIFIED IN GRANT OR CONTRACT SIGNING INSTRUCTIONS; ELIMINATED LANGUAGE REFERENCING A NON-EXISTENT CORPORATE SEAL; REQUIRED THAT ALL DIRECTORS SIGN THE CORPORATION'S CONFLICT OF INTEREST POLICY ANNUALLY; EXTENDED THE TIME FOR PREPARATION OF THE ANNUAL REPORT AND REPORTS OF CERTAIN TRANSACTIONS TO 180 DAYS AFTER THE END OF THE YEAR (FROM 120); ELIMINATED A PARAGRAPH ON FOUNDATION RESTRICTIONS THAT IS INAPPLICABLE; RENAMED THE ADVISORY BOARD TO THE ADVISORY COUNCIL SO THAT THERE WOULD NOT BE CONFUSION WITH THE BOARD OF DIRECTORS; AND MADE TERMS ON THE ADVISORY COUNCIL LAST ONE YEAR WITH REELECTION WITHOUT LIMIT. |
| 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 EXECUTIVE DIRECTOR SHALL BE REVIEWED ANNUALLY. 2. THE CHAIR OF THE BOARD, IN PARTNERSHIP WITH THE EXECUTIVE DIRECTOR, SHALL BE RESPONSIBLE FOR ENSURING THAT THE REVIEW PROCESS IS INITIATED BEFORE THE ANNUAL BOARD RETREAT, THOUGH THE OFFICIAL REVIEW DOCUMENT MAY BE PROVIDED AFTER THE BOARD RETREAT. 3. THE REVIEW SHALL INCLUDE 360 DEGREE FEEDBACK FROM BOARD MEMBERS, STAFF MEMBERS, MEMBERS OF THE ADVISORY BOARD, AND FUNDERS, COLLECTED BY MEANS OF AN ANONYMOUS SURVEY ON THE SURVEYMONKEY WEBSITE. THE EXECUTIVE DIRECTOR SHALL PREPARE A LIST OF THE PEOPLE WHO WILL BE INVITED TO PARTICIPATE, AND THE CHAIR OF THE BOARD SHALL REVIEW THIS LIST IN ADVANCE IN ORDER TO SUGGEST ANY ADDITIONS OR DELETIONS, IF NECESSARY. 4. 360 DEGREE SURVEY PARTICIPANTS WILL BE GIVEN ONE WEEK TO PROVIDE THEIR FEEDBACK. 5. THE CHAIR OF THE BOARD WILL REVIEW THE SURVEY FEEDBACK IN ADVANCE OF A REVIEW MEETING WITH THE EXECUTIVE DIRECTOR, WHO WILL ALSO PREPARE FEEDBACK ON ALL ELEMENTS DISCUSSED IN THE REVIEW FORM. 6. AT THE REVIEW MEETING, THE EXECUTIVE DIRECTOR AND THE CHAIR OF THE BOARD WILL DISCUSS EACH ELEMENT OF PERFORMANCE, INCLUDING COMMENTS THE CHAIR OR EXECUTIVE DIRECTOR DEEMS RELEVANT FROM THE SURVEY FEEDBACK. 7. THE CHAIR OF THE BOARD SHALL PREPARE THE WRITTEN ANNUAL REVIEW FORM BY THE END OF THE FISCAL YEAR, INCORPORATING FEEDBACK FROM THE EXECUTIVE DIRECTOR AND THE SURVEY PARTICIPANTS. 8. 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 OF THE BOARD UPON REQUEST IN DETERMINING THE COMPENSATION OF THE EXECUTIVE DIRECTOR. 9. THE CHAIR OF THE BOARD WILL, IN CONSULTATION WITH THE EXECUTIVE COMMITTEE OR THE BOARD AS A WHOLE, APPROVE THE COMPENSATION FOR THE FOLLOWING FISCAL YEAR FOR THE EXECUTIVE DIRECTOR, TAKING INTO ACCOUNT THE EXECUTIVE DIRECTOR'S PERFORMANCE AND THE COMPENSATION OF OTHER SIMILARLY-SITUATED EXECUTIVE DIRECTORS. THE EXECUTIVE DIRECTOR REVIEWS CURRENT SALARY INFORMATION, PERFORMANCE, AND A COMPENSATION SURVEY AND DEVELOPS A SPREADSHEET OF PROPOSED COMPENSATION ADJUSTMENTS. THAT SPREADSHEET INCLUDES PERCENTAGE CALCULATIONS FOR REFERENCE AND IS REVIEWED BOTH BY THE ACCOUNTANT AND BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. |
| 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. |
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