2018-02-22T14:52:23-06:00 2017-06-30 PATRICIA A WINTROATH CPA 2121 N CALIFORNIA BLVD SUITE 290 WALNUT CREEK CA 94596 990 2016-07-01 680459131 OPPORTUNITY JUNCTION INC OPPO 9257761133 3102 DELTA FAIR BLVD ANTIOCH CA 945094001 ALISSA FRIEDMAN EXECUTIVE DIRECTOR 9257761133 2018-01-11 1 PATRICIA A WINTROATH P00430440 9259743310 2018-01-11 X 67.174.208.152 2018-01-11 15:11:17 PS P D04B0DE3ED28EC6BD5AB754FFE2DFD3763FBD9CB D04B0DE3ED28EC6BD5AB754FFE2DFD3763FBD9CB 2016 2021-01-29 14:40:06Z ALISSA FRIEDMAN C/O 3102 DELTA FAIR BLVD ANTIOCH CA 94509 1878815 0 X WWW.OPPORTUNITYJUNCTION.ORG X 1999 CA TO FIGHT POVERTY BY HELPING LOW-INCOME CONTRA COSTA RESIDENTS GAIN THE SKILLS AND CONFIDENCE TO GET AND KEEP JOBS THAT SUPPORT THEMSELVES AND THEIR FAMILIES. 17 17 86 97 0 0 1029005 1188987 434708 568903 1985 2249 101656 90680 1567354 1850819 0 0 0 0 1364021 1347022 0 0 160264 327072 348414 1691093 1695436 -123739 155383 740725 930346 53448 87686 687277 842660 X TO FIGHT POVERTY BY HELPING LOW-INCOME CONTRA COSTA RESIDENTS GAIN THE SKILLS AND CONFIDENCE TO GET AND KEEP JOBS THAT SUPPORT THEMSELVES AND THEIR FAMILIES. 0 0 846192 304077 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). 241774 83808 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). 262320 170117 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. 74101 10901 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. 9840 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). 83941 10901 1434227 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 7 0 1 86 1 0 0 0 0 0 0 0 0 X 17 17 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X X ALISSA FRIEDMAN 9257761133 3102 DELTA FAIR BLVD ANTIOCH CA 94509 LINDA BEST DIRECTOR 1.00 X 0 0 0 BRUCE BAUMGARTEN DIRECTOR 1.00 X 0 0 0 JANE COLLETT DIRECTOR 1.00 X 0 0 0 BOB COAKLEY TREASURER 1.00 X X 0 0 0 DEBRA RIVERA DIRECTOR 1.00 X 0 0 0 ALISSA FRIEDMAN EXECUTIVE DIRECTOR 40.00 X X 135844 0 12000 JACKIE SEENO DIRECTOR 1.00 X 0 0 0 JIM JONES CHAIR ELECT 1.00 X X 0 0 0 SEAN K WRIGHT DC DIRECTOR 1.00 X 0 0 0 CHRISTINE BONIFACIO DIRECTOR 1.00 X 0 0 0 CHARLOTTE EVANS WILL IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 DAVID WAHL CHAIR 1.00 X X 0 0 0 BOB CALKINS DIRECTOR 1.00 X 0 0 0 JULIN PEREZ-BERNTSEN DIRECTOR 1.00 X 0 0 0 ADRIANA PONCE-MATTEUCCI SECRETARY 1.00 X X 0 0 0 ASHRITA PRASAD DIRECTOR 1.00 X 0 0 0 BRIAN SIEBOLD DIRECTOR 1.00 X 0 0 0 RICHARD PAGANO DIRECTOR 1.00 X 0 0 0 CAROL ANN BARBER DIRECTOR 1.00 X 0 0 0 135844 0 12000 1 0 0 0 0 1188987 1188987 GOVERNMENT CONTRACTS 611420 528268 528268 OUTPLACEMENT INCOME 611420 37740 37740 PROJECT INCOME 611420 2895 2895 568903 2249 2249 118676 27996 90680 90680 1850819 568903 0 92929 140000 66428 31690 41882 986176 890246 29042 66888 122079 103716 8486 9877 98767 83908 5287 9572 3480 2896 204 380 28989 16867 9999 2123 5509 3814 203 1492 14372 12063 806 1503 174913 145561 10245 19107 9650 8031 565 1054 6261 5210 367 684 PARTICIPANT EXPENSES 65204 65164 14 26 STAFF EXPENSES 16424 13497 898 2029 DUES, FEES, AND SUBSCRI 9010 7532 620 858 TELEPHONE & INTERNET 4697 3909 275 513 9905 5385 2244 2276 1695436 1434227 100945 160264 103554 147 437913 618605 133153 259522 9831 3495 13907 14660 89606 73689 24367 15917 18000 18000 740725 930346 6681 16816 4290 0 42477 70870 53448 87686 X 548413 647576 138864 195084 687277 842660 740725 930346 155383 0 X X 0 1 X 0 0 X 875365 1194358 1250116 1029005 1188987 5537831 875365 1194358 1250116 1029005 1188987 5537831 2870025 2667806 3982 3309 3445 1985 2249 14970 5552801 2213066 0.48040 0.47310 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 73718 58922 14796 15888 14767 1121 15917 ACCRUED VACATIONS 46157 ACCRUED PAYROLL 24713 70870 1850819 0 1850819 0 1850819 1695436 0 1695436 0 1695436 ANNUAL GALA 118605 118605 22100 5896 OTHER 71 71 118676 118676 22100 5896 27996 90680 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.