2017-02-15T00:00:00-06:00 2016-06-30 PATRICIA A WINTROATH CPA 2121 N CALIFORNIA BLVD SUITE 290 WALNUT CREEK CA 94596 990 2015-07-01 680459131 OPPORTUNITY JUNCTION INC OPPO 9257761133 3102 DELTA FAIR BLVD ANTIOCH CA 945094001 ALISSA FRIEDMAN EXECUTIVE DIRECTOR 9257761133 2017-02-15 PATRICIA A WINTROATH P00430440 9259743310 2017-02-15 X 2015 2021-01-29 14:40:06Z ALISSA FRIEDMAN C/O 3102 DELTA FAIR BLVD ANTIOCH CA 94509 1592560 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. 14 14 86 132 0 0 1250116 1029005 445141 434708 3445 1985 114829 101656 1813531 1567354 0 0 0 0 1212939 1364021 0 0 185711 438937 327072 1651876 1691093 161655 -123739 884853 740725 73852 53448 811001 687277 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 887136 243309 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 2015-16, THE PROGRAM SAW 56 INITIAL PLACEMENTS YIELD POSITIONS WHERE GRADUATES EARNED AN AVERAGE OF $14.14/HOUR (NOT INCLUDING 47 ALUMNI PLACED OR ADVANCED TO AN AVERAGE OF $17.86/HOUR. 73% ARE STILL EMPLOYED 5 YEARS LATER). 217919 80000 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 2015-16, 44 PARTICIPANTS WERE PLACED IN POSITIONS EARNING AN AVERAGE OF $15.04/HOUR (NOT INCLUDING 25 ALUMNI PLACED INTO NEW POSITIONS AVERAGING $16.09/HOUR). 207161 100500 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: 70% OF LMC ENROLLEES HAVE BEEN RETAINED INTO THEIR FIFTH SEMESTER OR HAVE COMPLETED THEIR EDUCATION AND BEEN PLACED INTO EMPLOYMENT. WE HAVE BEEN AWARDED WORKFORCE ACCELERATOR FUND CONTRACTS TO HELP WITH THE REPLICATION OF THE PROGRAM BY OTHER ORGANIZATIONS AND TO ADAPT THE PROGRAM TO TARGET UNEMPLOYED, OUT-OF-SCHOOL YOUTH AGED 18-24, WITH AN EMPHASIS ON FORMER FOSTER YOUTH. DURING FY2015-16, 21 STUDENTS, GRADUATES, AND OTHER JOB SEEKERS WERE PLACED IN POSITIONS EARNING AN AVERAGE OF $14.35/HOUR. 81147 10899 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 2016-16, 550 STUDENTS USED OUR COMPUTER LABS AND PARTICIPATED IN EVENING CLASSES. OF THOSE COMPLETING AT LEAST 15 HOURS OF PARTICIPATION, 30% REPORT GETTING A JOB, A BETTER JOB, A RAISE, OR A PROMOTION. 9587 0 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: 207 FAMILIES CLAIMED $404,383 IN FEDERAL AND STATE REFUNDS FOR TAX YEAR 2015 (RETURNS PREPARED IN EARLY 2016).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.IMPACT: 80% OF THE PILOT COHORT HAS EITHER GRADUATED AND BEEN PLACED OR PERSISTED INTO THEIR SECOND SEMESTER. WE HAVE BEEN AWARDED A SECOND WORKFORCE ACCELERATOR FUND CONTRACT TO CONTINUE THE PILOT AND ENROLL A SECOND COHORT. 15 WERE PLACED INTO JOBS EARNING AN AVERAGE OF $13.41/HOUR. 90734 10899 1402950 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 8 0 1 86 1 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 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 X 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 JACKIE SEENO DIRECTOR 1.00 X 0 0 0 JIM JONES CHAIR ELECT 1.00 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 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 RASHELL WRIGHT DIRECTOR 1.00 X 0 0 0 JODI AVINA DIRECTOR 1.00 X 0 0 0 ALISSA FRIEDMAN EXECUTIVE DIRECTOR 40.00 X 130649 0 12000 130649 0 12000 1 0 0 0 0 1029005 1029005 GOVERNMENT CONTRACTS 611420 411303 411303 OUTPLACEMENT INCOME 611420 20990 20990 PROJECT INCOME 611420 2415 2415 434708 1985 1985 126862 25206 101656 101656 1567354 434708 0 103641 141497 67987 31386 42124 995996 870430 36376 89190 125582 102742 7884 14956 100946 83465 5809 11672 10600 3048 7170 382 15111 13710 440 961 4672 2936 60 1676 14292 12166 666 1460 172948 146230 8385 18333 12532 10596 608 1328 4678 3955 227 496 PARTICIPANT EXPENSES 55051 55051 DUES, FEES, AND SUBSCRI 12585 11398 306 881 STAFF EXPENSES 12564 11247 353 964 TELEPHONE & INTERNET 5182 4382 251 549 6857 3607 2511 739 1691093 1402950 102432 185711 83543 103554 645271 437913 75969 133153 9923 9831 15248 13907 88406 64039 36899 24367 18000 18000 884853 740725 28610 6681 8580 4290 36662 42477 73852 53448 X 573127 548413 237874 138864 811001 687277 884853 740725 -123739 15 0 X X 0 1 X 1 0 X 824689 875365 1194358 1250116 1029005 5173533 824689 875365 1194358 1250116 1029005 5173533 2718675 2454858 3056 3982 3309 3445 1985 15777 5189310 1961103 0.47310 0.71200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 72518 50694 21824 15888 13345 2543 24367 ACCRUED VACATIONS 42477 42477 1567369 15 15 1567354 0 1567354 1691093 0 1691093 0 1691093 ANNUAL GALA 126862 126862 18228 6978 126862 126862 18228 6978 25206 101656 FORM 990, PART VI, SECTION B, LINE 11 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 DIRECTORS 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.