NATIONAL FLORENCE CRITTENTON MISSION: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL FLORENCE CRITTENTON MISSION (EIN 54-0505932)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-14
- IRS object ID
- 201723189349309412
- 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 | 2017-11-14T15:36:57-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 930900579 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCDONALD JACOBS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 520 SW YAMHILL SUITE 500 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 540505932 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL FLORENCE CRITTENTON MISSION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 5032972217 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 921 SW Washington St No 312 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97205 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEANNETTE PAI-ESPINOSA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5032972217 | PhoneNum |
| Signature | 2017-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Sang Ahn | PreparerPersonNm |
| PTIN | P00540880 | PTIN |
| Phone | 5032270581 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 71.236.161.25 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-10-30 | IPDt |
| IP Tm | 23:12:00 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D21D22B0407696D1A64978B5D55AFB5FBBEEDE8B | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NAT'L CRITTENTON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JEANNETTE PAI-ESPINOSA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 921 SW Washington St No 312 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,520,206 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NATIONALCRITTENTON.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1897 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE SUPPORT TO ORGANIZATIONS WHICH EMPOWER GIRLS AND YOUNG WOMEN. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Total Volunteers | 11 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $836,749 | PYContributionsGrantsAmt |
| CY Contributions Grants | $257,966 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $273,221 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $222,165 | CYProgramServiceRevenueAmt |
| PY Investment Income | $149,076 | PYInvestmentIncomeAmt |
| CY Investment Income | $90,270 | CYInvestmentIncomeAmt |
| PY Other Revenue | $194 | PYOtherRevenueAmt |
| CY Other Revenue | $217 | CYOtherRevenueAmt |
| PY Total Revenue | $1,259,240 | PYTotalRevenueAmt |
| CY Total Revenue | $570,618 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $32,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $35,800 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $450,713 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $602,125 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $136,429 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $930,923 | PYOtherExpensesAmt |
| CY Other Expenses | $584,963 | CYOtherExpensesAmt |
| PY Total Expenses | $1,413,636 | PYTotalExpensesAmt |
| CY Total Expenses | $1,222,888 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$154,396 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$652,270 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,466,916 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,817,562 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $85,218 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $99,339 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,381,698 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,718,223 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE NATIONAL CRITTENTON FOUNDATION ADVANCES THE SELF-EMPOWERMENT, HEALTH, ECONOMIC SECURITY AND CIVIC ENGAGEMENT OF GIRLS AND YOUNG WOMEN IMPACTED BY TRAUMA AND VIOLENCE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $140,031 | ExpenseAmt |
| Desc | BOLD (bridging opportunity love and determination) program was conceptualized as a program to support the development of the social capital, leadership skills and civic engagement of young women survivors funding was received to develop bold. Working with a committee of young women and women from Crittenton agencies the components of BOLD were developed including the society, quest and circles. In 2014 the society was developed to be a smart phone/tablet app. Piloted in 2015 the app was rolled out to non-Crittenton agencies in 2016. Revisions and development based on pilot continued in 2016. The app was actively used during most of 2016. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $269,807 | ExpenseAmt |
| Desc | EDUCATIONTNCF worked with Crittenton agencies, survivors of violence and neglect. And partner organizations to provide education, resources, and information to decision makers, influencers and funders to increase their understanding of the needs and potential of girls and young women who are survivors of abuse and violence, with a specific focus on girls of color. This included communicating the need for the gender and culturally responsive, trauma informed, strength-based services they need to heal and thrive. TNCF hosted a Congressional briefing on: adverse childhood experiences, outcomes and well being domains and indicator. In cooperation with the Obama administration While House Council of Women and Girls co-hosted meetings, conferences and convening on the needs and potential of girls of color on a range of topics. We Are Not InvisibleWorking In Partnership With The Crittenton Family Of Agencies TNCF brought current and former clients/consumers who are survivors of violence and sexual abuse to Washington, DC and conferences around the country to share their perspectives as survivors of violence working to heal from trauma with decision makers.Girls @ The Margin National AllianceCo-Sponsor the Girls @ The Margin Action Alliance consisting of 250 member organizations and individuals dedicated to advancing the needs and potential of marginalized girls. Includes monthly meetings, resource sharing, networking, etc. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $477,945 | ExpenseAmt |
| Grant | $35,800 | GrantAmt |
| Revenue | $222,165 | RevenueAmt |
| Desc | "THE NATIONAL GIRLS INTIATIVEIn 2016 TNCF was awarded a cooperative agreement with the Office of Juvenile Justice and Delinquency Prevention (OJJDP) to operate the National Girls Initiative (NGI). NGI/TNCF provides training and technical assistance that: Support state, county, local and tribal juvenile justice agencies to more effectively address the needs of girls, Elevates the voices of girls and their families as partners for change. Enhances and build the capacity of advocates and experts to actively engage with states in policy and practice reform; Provides resources and tools on the needs of girls; Shares information on evidence informed, evidence based and promising practices that are gender and culturally responsive, trauma informed and developmentally appropriate; and Provides training and technical assistance to the five NGI Justice for Girls Collaborative sites. CONNIE LIEDING SCHOLARSHIP FUNDThrough a contribution made to TNCF by Beth Burrell, an individual donor, this scholarship fund was developed in 2011. Scholarships cover educational expenses for young women between the ages of 17-27 who have successfully completed programs at Crittenton agencies. During 2016, 15 scholarships were awarded to women advancing their educational goals at technical and community colleges, four-year colleges and masters level degrees. An increased number of scholarships was awarded because of an increase in the contributions made by the donor." | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $51,358 | ExpenseAmt |
| Desc | AGENCY SUPPORT The organization provided training, networking, referrals, research, program development, advocacy, evidence building, professional development and two conferences for the 26 members of the Crittenton family of agencies providing services in 31 states and the District of Columbia. Additionally, ongoing technical assistance and support is provided to agencies in a range of areas including program development, policy advocacy, fundraising, organizational development, etc. Additionally, TNCF worked with data firm and Crittenton agencies to create a Crittenton database to be used by all agencies for research purposes across all agencies and also for use by individual agencies for internal purposes. Operate the Connie Leiding Scholarship Fund providing financial/scholarships to support young women connected to Crittenton agencies - current and past. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $51,358 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $939,141 | 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 | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | 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 | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | 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 | Yes (1) | 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 | 20 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 6 | 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | 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 | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ID | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| 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 | JEANNETTE PAI-ESPINOSA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5032972217 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1750 SW Harbor Way 450 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97201 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| DR GARY D BAKER | ||||||
| CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| WILLIAM RYANS | ||||||
| VICE-CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JAMES S PHELPS | ||||||
| TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RONALD WATERMAN | ||||||
| ASSISTANT TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DR PAULA MOTEN-TOLSON | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GINA WOOD | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KENNETH L SIPES | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SUZANNE HASSETT | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JUSTIN YUEN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LINDA LAUSELL BRYANT | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEANNETTE PAI-ESPINOSA | ||||||
| PRESIDENT | 50.00 | Yes (X) | $169,002 | $0 | $12,305 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $169,002 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $12,305 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $257,966 | AllOtherContributionsAmt |
| Noncash Contributions | $20,563 | NoncashContributionsAmt |
| Total Contributions | $257,966 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SPEAKING FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $222,165 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $222,165 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $222,165 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,041 | TotalRevenueColumnAmt |
| Exclusion | $36,041 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,003,017 | SecuritiesAmt |
| Other | $800 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $949,588 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $53,429 | SecuritiesAmt |
| Other | $800 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $54,229 | TotalRevenueColumnAmt |
| Exclusion | $54,229 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $217 | TotalRevenueColumnAmt |
| Exclusion | $217 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $217 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $570,618 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $222,165 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $90,487 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,800 | TotalAmt |
| Program Services | $35,800 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $181,308 | TotalAmt |
| Program Services | $140,549 | ProgramServicesAmt |
| Management And General | $17,212 | ManagementAndGeneralAmt |
| Fundraising | $23,547 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $332,321 | TotalAmt |
| Program Services | $255,262 | ProgramServicesAmt |
| Management And General | $32,607 | ManagementAndGeneralAmt |
| Fundraising | $44,452 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,911 | TotalAmt |
| Program Services | $45,284 | ProgramServicesAmt |
| Management And General | $2,658 | ManagementAndGeneralAmt |
| Fundraising | $3,969 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,585 | TotalAmt |
| Program Services | $27,940 | ProgramServicesAmt |
| Management And General | $3,554 | ManagementAndGeneralAmt |
| Fundraising | $5,091 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,724 | TotalAmt |
| Program Services | $2,998 | ProgramServicesAmt |
| Management And General | $27,726 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,000 | TotalAmt |
| Management And General | $15,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $195,102 | TotalAmt |
| Program Services | $174,522 | ProgramServicesAmt |
| Management And General | $2,680 | ManagementAndGeneralAmt |
| Fundraising | $17,900 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,341 | TotalAmt |
| Program Services | $27,480 | ProgramServicesAmt |
| Management And General | $4,291 | ManagementAndGeneralAmt |
| Fundraising | $570 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,290 | TotalAmt |
| Program Services | $53,375 | ProgramServicesAmt |
| Management And General | $358 | ManagementAndGeneralAmt |
| Fundraising | $3,557 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $195,167 | TotalAmt |
| Program Services | $138,758 | ProgramServicesAmt |
| Management And General | $27,918 | ManagementAndGeneralAmt |
| Fundraising | $28,491 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,268 | TotalAmt |
| Program Services | $28,616 | ProgramServicesAmt |
| Management And General | $8,343 | ManagementAndGeneralAmt |
| Fundraising | $2,309 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,452 | TotalAmt |
| Program Services | $4,473 | ProgramServicesAmt |
| Management And General | $90 | ManagementAndGeneralAmt |
| Fundraising | $889 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,226 | TotalAmt |
| Program Services | $2,217 | ProgramServicesAmt |
| Management And General | $1,569 | ManagementAndGeneralAmt |
| Fundraising | $440 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|---|
| State Registration fees | $5,043 | $50 | $4,993 | |
| MISCELLANEOUS EXPENSE | $4,165 | $3,042 | $221 | $902 |
| DUES AND SUBSCRIPTIONS | $1,185 | $220 | $965 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,222,888 | TotalAmt |
| Program Services | $939,141 | ProgramServicesAmt |
| Management And General | $147,318 | ManagementAndGeneralAmt |
| Fundraising | $136,429 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,346 | BOYAmt |
| EOY | $38,430 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,488 | BOYAmt |
| EOY | $141,399 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $439,526 | BOYAmt |
| EOY | $25,638 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,432 | BOYAmt |
| EOY | $20,912 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $133,165 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $128,541 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,508 | BOYAmt |
| EOY | $4,624 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,792,293 | BOYAmt |
| EOY | $1,490,287 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,323 | BOYAmt |
| EOY | $96,272 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,466,916 | BOYAmt |
| EOY | $1,817,562 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,660 | BOYAmt |
| EOY | $67,624 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $23,200 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,558 | BOYAmt |
| EOY | $8,515 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,218 | BOYAmt |
| EOY | $99,339 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,753,067 | BOYAmt |
| EOY | $1,540,120 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $532,308 | BOYAmt |
| EOY | $81,831 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,323 | BOYAmt |
| EOY | $96,272 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,381,698 | BOYAmt |
| EOY | $1,718,223 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,466,916 | BOYAmt |
| EOY | $1,817,562 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$652,270 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$11,154 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$51 | 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 | Yes (1) | 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 | $81,647 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $503,691 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $108,399 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $836,749 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $257,966 | CurrentTaxYearAmt |
| Total | $1,788,452 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $81,647 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $503,691 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $108,399 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $836,749 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $257,966 | CurrentTaxYearAmt |
| Total | $1,788,452 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,014,277 | SubstantialContributorsTotAmt |
| Public Support Total170 | $774,175 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $97,713 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $99,275 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $131,677 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $80,792 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,041 | CurrentTaxYearAmt |
| Total | $445,498 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $531 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $339 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $217 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $194 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $217 | CurrentTaxYearAmt |
| Total | $1,498 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,235,448 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $630,869 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.34630 | PublicSupportCY170Pct |
| Public Support PY170 | 0.25720 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
| Facts And Circumstances Test | THE ORGANIZATION RECEIVED MORE THAN 10% OF ITS SUPPORT FROM THE GENERAL PUBLIC, FOUNDATIONS, OTHER PUBLICLY SUPPORTED ORGANIZATIONS, OR GOVERNMENTAL UNITS. IN ADDITION, THE ORGANIZATION'S STRONG COMMITMENT TO INCREASING ITS BONA FIDE PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC IS FURTHER DEMONSTRATED THROUGH ITS HIRING OF A FULL TIME PRESIDENT AND ADDITIONAL STAFF. | FactsAndCircumstancesTestTxt |
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
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $56,222 | OtherCostOrOtherBasisAmt |
| Depreciation | $51,598 | DepreciationAmt |
| Book Value | $4,624 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $76,943 | OtherCostOrOtherBasisAmt |
| Depreciation | $76,943 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,624 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFICIAL INTEREST IN TRUST | Desc |
| Book Value | $96,272 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $96,272 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITY | Desc |
| Amt | $8,515 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $8,515 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $549,713 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$11,154 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $5,300 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$51 | OtherRevenueAmt |
| Revenue Not Reported | -$5,905 | RevenueNotReportedAmt |
| Revenue Subtotal | $555,618 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $15,000 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $15,000 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $570,618 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,213,188 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $5,300 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $5,300 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,207,888 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $15,000 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $15,000 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,222,888 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part X, Line 2: | THE ORGANIZATION FOLLOWS THE PROVISIONS OF FASB ASC TOPIC ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH PROVISIONS OF THIS TOPIC. |
| Part XI, Line 2d - Other Adjustments: | REVALUATION LOSS IN LUMSDEN TRUST -51. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS FOR POST-SECONDARY EDUCATION | GrantTypeTxt |
| Recipient | 15 | RecipientCnt |
| Cash Grant | $35,800 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | FOLLOW UP REPORTS ARE DUE AT THE END OF THE GRANT PERIOD. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEANNETTE PAI-ESPINOSA | PersonNm |
| Title | PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $169,002 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $5,275 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $7,030 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $181,307 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JORGE ESPINOSA | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | HUSBAND OF PRESIDENT, JEANNETTE PAI-ESPINOSA | RelationshipDescriptionTxt |
| Transaction | $17,106 | TransactionAmt |
| Transaction | INDEPENDENT CONTRACTOR | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | TREASURER AND SUSTAIN COMMITTEE REVIEW THE 990 PRIOR TO ITS SUBMISSION. |
| Form 990, Part VI, Section B, line 12c | THE BOARD OF TRUSTEES AND ALL STAFF ARE COVERED UNDER THE CONFICT OF INTEREST POLICY. IN INSTANCES WHERE THERE MAY BE A CONFLICT OF INTEREST, INDIVIDUALS ARE EXPECTED TO RAISE THE ISSUE AND THE BOARD FOLLOWS THE POLICY. THE BOARD REVIEW POTENTIAL CONFLICTS OF INTEREST FOR ACTION AS/IF NEEDED. |
| Form 990, Part VI, Section B, line 15 | FOR THE CEO, AN ANNUAL REVIEW IS COMPLETED AND THE BOARD MAKES DECISIONS ABOUT COMPENSATION. |
| Form 990, Part VI, Section C, line 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| Form 990, Part IX, line 11g | CONTRACT SERVICES: Program service expenses 174,522. Management and general expenses 2,680. Fundraising expenses 17,900. Total expenses 195,102. |
| Form 990, Part XI, line 9: | REVALUATION LOSS ON LUMSDEN TRUST -51. |
| FORM 990, PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED. |
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