CALIFORNIA HOUSING PARTNERSHIP: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- CALIFORNIA HOUSING PARTNERSHIP (EIN 68-0183692)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-25
- IRS object ID
- 201642389349300034
- Schema version
- 2015v2.0
- 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 | 2016-08-25T11:01:37-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Crosby & Kaneda CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1970 Broadway STE 930 | AddressLine1Txt |
| City | Oakland | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680183692 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | California Housing Partnership | BusinessNameLine1Txt |
| Business Name Line2 | Corporation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CALI | BusinessNameControlTxt |
| Phone | 4154336804 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 369 Pine Street | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Matthew Schwartz | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Signature | 2016-08-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Adele Kaneda | PreparerPersonNm |
| PTIN | P01664922 | PTIN |
| Phone | 5108352727 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Matthew Schwartz | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 369 Pine Street Suite 300 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,935,833 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.chpc.net | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1988 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | The California Housing Partnership Corporation (CHPC) assists nonprofit and government housing agencies to create and preserve housing affordable to lower-income households, while providing leadership on housing preservation policy and funding. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 21 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $710,000 | PYContributionsGrantsAmt |
| CY Contributions Grants | $410,000 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,271,514 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,267,664 | CYProgramServiceRevenueAmt |
| PY Investment Income | $12,931 | PYInvestmentIncomeAmt |
| CY Investment Income | $19,900 | CYInvestmentIncomeAmt |
| CY Other Revenue | $2,392 | CYOtherRevenueAmt |
| PY Total Revenue | $2,994,445 | PYTotalRevenueAmt |
| CY Total Revenue | $3,699,956 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,272,934 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,460,778 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $9,895 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $727,752 | PYOtherExpensesAmt |
| CY Other Expenses | $599,071 | CYOtherExpensesAmt |
| PY Total Expenses | $3,000,686 | PYTotalExpensesAmt |
| CY Total Expenses | $3,059,849 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$6,241 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $640,107 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,281,471 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,922,163 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $134,798 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $138,776 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,146,673 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,783,387 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The California Housing Partnership Corporation (CHPC) assists nonprofit and government housing agencies to create and preserve housing affordable to lower-income households, while providing leadership on housing preservation policy and funding. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,044,152 | ExpenseAmt |
| Revenue | $3,088,174 | RevenueAmt |
| Desc | Financial ConsultingCHPC provided financial consulting services to 52 public and private organizations on the construction and financing of 201 affordable housing developments throughout California. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $748,932 | ExpenseAmt |
| Revenue | $179,490 | RevenueAmt |
| Desc | GREEN PreservationCHPC's GREEN Affordable Housing Preservation Program provided technical assistance, training, advocacy support, research and education on the preservation and production of affordable housing in California. In 2015, our program efforts focused primarily on increasing awareness of the local impacts of the shortage of affordable housing and on increasing resources for the developers of affordable housing to improve the energy efficiency and overall longevity of their existing developments. We also advocated strongly for increased state and federal financial support of affordable housing in California. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,793,084 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 14 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 21 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Chris MaxwellApril Gavin | PersonNm |
| Phone | 4154336804 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 369 Pine Street Ste 300 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Phil Ritter | |||||||||
| Chairman | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Eric Kawamura | |||||||||
| Treasurer | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Tim Onderko | |||||||||
| Secretary | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Adji Nagraj | |||||||||
| Board Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Elizabeth Morris | |||||||||
| Board Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Felicia Scruggs-Wright | |||||||||
| Board Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Susan Riggs | |||||||||
| Board Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Matthew Schwartz | |||||||||
| President & CEO | 40.00 | 0.00 | Yes (X) | $172,629 | $0 | $32,759 | |||
| Gregory Chin | |||||||||
| Sr Housing Finance Consultant | 40.00 | 0.00 | $135,831 | $0 | $26,972 | Yes (X) | |||
| Laura Kobler | |||||||||
| Director, Sacramento Region | 40.00 | 0.00 | $151,855 | $0 | $31,011 | Yes (X) | |||
| Paul Beesmeyer | |||||||||
| Southern California Prog Dir | 40.00 | 0.00 | $165,500 | $0 | $15,986 | Yes (X) | |||
| Richard Mandel | |||||||||
| Dir of Financial Consulting | 40.00 | 0.00 | $166,619 | $0 | $19,144 | Yes (X) | |||
| Diep Do | |||||||||
| Sr Housing Fin Con | 40.00 | 0.00 | $132,000 | $0 | $19,652 | Yes (X) | |||
| David Dologite | |||||||||
| Sr Housing Fin Con | 40.00 | 0.00 | $112,195 | $0 | $14,261 | Yes (X) | |||
| David Kiddoo | |||||||||
| Sr Housing Fin Con | 40.00 | 0.00 | $126,645 | $0 | $12,876 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,163,274 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $172,661 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $410,000 | AllOtherContributionsAmt |
| Total Contributions | $410,000 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Service Fees | Desc |
| Total Revenue Column | $3,267,664 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,267,664 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,267,664 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,633 | TotalRevenueColumnAmt |
| Exclusion | $18,633 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $237,144 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $235,877 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,267 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,267 | TotalRevenueColumnAmt |
| Exclusion | $1,267 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous | Desc |
| Total Revenue Column | $2,392 | TotalRevenueColumnAmt |
| Exclusion | $2,392 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,392 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,699,956 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,267,664 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $22,292 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $918,307 | TotalAmt |
| Program Services | $879,283 | ProgramServicesAmt |
| Management And General | $36,970 | ManagementAndGeneralAmt |
| Fundraising | $2,054 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,236,936 | TotalAmt |
| Program Services | $1,116,494 | ProgramServicesAmt |
| Management And General | $115,094 | ManagementAndGeneralAmt |
| Fundraising | $5,348 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,616 | TotalAmt |
| Program Services | $27,715 | ProgramServicesAmt |
| Management And General | $3,732 | ManagementAndGeneralAmt |
| Fundraising | $169 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,619 | TotalAmt |
| Program Services | $112,513 | ProgramServicesAmt |
| Management And General | $10,623 | ManagementAndGeneralAmt |
| Fundraising | $483 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,300 | TotalAmt |
| Program Services | $138,948 | ProgramServicesAmt |
| Management And General | $10,828 | ManagementAndGeneralAmt |
| Fundraising | $524 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,450 | TotalAmt |
| Management And General | $1,450 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,074 | TotalAmt |
| Management And General | $41,074 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,143 | TotalAmt |
| Program Services | $168,510 | ProgramServicesAmt |
| Management And General | $5,613 | ManagementAndGeneralAmt |
| Fundraising | $20 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,781 | TotalAmt |
| Program Services | $61,769 | ProgramServicesAmt |
| Management And General | $5,780 | ManagementAndGeneralAmt |
| Fundraising | $232 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,014 | TotalAmt |
| Program Services | $19,837 | ProgramServicesAmt |
| Management And General | $1,123 | ManagementAndGeneralAmt |
| Fundraising | $54 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,535 | TotalAmt |
| Program Services | $112,355 | ProgramServicesAmt |
| Management And General | $8,756 | ManagementAndGeneralAmt |
| Fundraising | $424 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,929 | TotalAmt |
| Program Services | $72,968 | ProgramServicesAmt |
| Management And General | $5,686 | ManagementAndGeneralAmt |
| Fundraising | $275 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,728 | TotalAmt |
| Program Services | $24,709 | ProgramServicesAmt |
| Management And General | $1,926 | ManagementAndGeneralAmt |
| Fundraising | $93 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,779 | TotalAmt |
| Program Services | $2,569 | ProgramServicesAmt |
| Management And General | $200 | ManagementAndGeneralAmt |
| Fundraising | $10 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,604 | TotalAmt |
| Program Services | $25,519 | ProgramServicesAmt |
| Management And General | $1,989 | ManagementAndGeneralAmt |
| Fundraising | $96 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Due, licenses, service fees | $28,919 | $26,735 | $2,083 | $101 |
| Miscellaneous | $7,115 | $3,160 | $3,943 | $12 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,059,849 | TotalAmt |
| Program Services | $2,793,084 | ProgramServicesAmt |
| Management And General | $256,870 | ManagementAndGeneralAmt |
| Fundraising | $9,895 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $61,310 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $416,175 | BOYAmt |
| EOY | $1,121,920 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,000 | BOYAmt |
| EOY | $15,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $480,735 | BOYAmt |
| EOY | $503,480 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,493 | BOYAmt |
| EOY | $34,373 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $77,687 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $62,348 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,924 | BOYAmt |
| EOY | $15,339 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,253,846 | BOYAmt |
| EOY | $1,164,443 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,298 | BOYAmt |
| EOY | $6,298 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,281,471 | BOYAmt |
| EOY | $2,922,163 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $134,798 | BOYAmt |
| EOY | $138,776 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $134,798 | BOYAmt |
| EOY | $138,776 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,723,786 | BOYAmt |
| EOY | $2,437,276 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $422,887 | BOYAmt |
| EOY | $346,111 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,146,673 | BOYAmt |
| EOY | $2,783,387 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,281,471 | BOYAmt |
| EOY | $2,922,163 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $640,107 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$3,393 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $450,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $291,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $810,500 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $710,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $410,000 | CurrentTaxYearAmt |
| Total | $2,671,500 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,469,694 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,909,146 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,305,658 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,271,514 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,267,664 | CurrentTaxYearAmt |
| Total | $11,223,676 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,919,694 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,200,146 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,116,158 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,981,514 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,677,664 | CurrentTaxYearAmt |
| Total | $13,895,176 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $314,360 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $430,387 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $173,758 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $257,377 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,512,674 | CurrentTaxYearAmt |
| Total | $2,688,556 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $314,360 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $430,387 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $173,758 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $257,377 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,512,674 | CurrentTaxYearAmt |
| Total | $2,688,556 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $11,206,620 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,506 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,650 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,380 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,658 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,633 | CurrentTaxYearAmt |
| Total | $86,827 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,506 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,650 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,380 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,658 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,633 | CurrentTaxYearAmt |
| Total | $86,827 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $61,504 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,470 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $2,392 | CurrentTaxYearAmt |
| Total | $67,866 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,001,704 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,220,296 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,132,008 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,997,172 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,698,689 | CurrentTaxYearAmt |
| Total | $14,049,869 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.79760 | PublicSupportCY509Pct |
| Public Support PY509 | 0.86340 | PublicSupportPY509Pct |
| Investment Income CY | 0.00620 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00690 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed Section4955 Tax | false | Form4720FiledSection4955TaxInd |
| Correction Made | false | CorrectionMadeInd |
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $22,298 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $6,907 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $29,205 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $3,030,644 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $3,059,849 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $302,992 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $75,748 | FilingOrganizationsTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed | false | Form4720FiledInd |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $258,826 | CurrentYearMinus3Amt |
| Current Year Minus2 | $276,680 | CurrentYearMinus2Amt |
| Current Year Minus1 | $299,968 | CurrentYearMinus1Amt |
| Current Year | $302,992 | CurrentYearAmt |
| Total | $1,138,466 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,707,699 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $26,080 | CurrentYearMinus3Amt |
| Current Year Minus2 | $27,536 | CurrentYearMinus2Amt |
| Current Year Minus1 | $26,940 | CurrentYearMinus1Amt |
| Current Year | $29,205 | CurrentYearAmt |
| Total | $109,761 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $64,707 | CurrentYearMinus3Amt |
| Current Year Minus2 | $69,170 | CurrentYearMinus2Amt |
| Current Year Minus1 | $74,992 | CurrentYearMinus1Amt |
| Current Year | $75,748 | CurrentYearAmt |
| Total | $284,617 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $426,926 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $399 | CurrentYearMinus3Amt |
| Current Year Minus2 | $716 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,326 | CurrentYearMinus1Amt |
| Current Year | $22,298 | CurrentYearAmt |
| Total | $24,739 | TotalAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,916 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,916 | DepreciationAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $40,767 | OtherCostOrOtherBasisAmt |
| Depreciation | $40,767 | DepreciationAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $24,004 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,665 | DepreciationAmt |
| Book Value | $15,339 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $15,339 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,696,563 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$3,393 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$3,393 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,699,956 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $3,699,956 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,059,849 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $3,059,849 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $3,059,849 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X : FIN48 Footnote | FormAndLineReferenceDesc |
| Explanation | The Organization has evaluated its current tax positions as of December 31, 2015 and is not aware of any significant uncertain tax positions for which a reserve would be necessary. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
| Rebuttable Presumption Proc | false | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|
| Diep Do | ||||
| Sr Housing Fin Con | $132,000 | $4,023 | $15,629 | $151,652 |
| Gregory Chin | ||||
| Sr Housing Finance Consultant | $135,831 | $9,247 | $17,725 | $162,803 |
| Laura Kobler | ||||
| Director, Sacramento Region | $151,855 | $7,600 | $23,411 | $182,866 |
| Matthew Schwartz | ||||
| President & CEO | $172,629 | $8,750 | $24,009 | $205,388 |
| Paul Beesmeyer | ||||
| Southern California Prog Dir | $165,500 | $8,200 | $7,786 | $181,486 |
| Richard Mandel | ||||
| Dir of Financial Consulting | $166,619 | $8,250 | $10,894 | $185,763 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 4: Description of Significant Changes to Organizational Documents | We adjusted our bylaws to include the following language describing our purpose: " To undertake appropriate activities to help preserve and rehabilitate California's housing for low- and very low-income households. Such activities shall include, but not be limited to, representing the interests of affordable multifamily rental properties and the low-income customers they serve in matters pertaining to the regulation of investor-owned utilities as residential customers and small commercial customers who receive bundled electric service from an electrical corporation." |
| Form 990, Part VI, Line 11b: Form 990 Review Process | The Form 990 is reviewed by the President at the time of signing. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | Review of annual Forms 700 as provided to the Fair Political Practices Commission |
| Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | THE COMPENSATION OF THE PRESIDENT IS DONE BY THE INDEPENDENT BOARD OF DIRECTORS IN A CLOSED SESSION. THE ORGANIZATION PROVIDES A 360 DEGREE FEEDBACK PROGRAM THAT INCLUDES ASSESSMENTS FROM EXTERNAL STAKEHOLDERS INCLUDING CLIENTS AND PARTNERS. THE BOARD RECEIVES THESE EXTERNAL EVAULATIONS OF THE PRESIDENT. ALL OTHER EMPLOYEES PROVIDE THE PRESIDENT WITH AN EXTENSIVE SELF-EVALUATION THAT ARE THEN USED BY HIM AS THE BASIS FOR IN-PERSON ANNUAL REVIEWS. SALARIES ARE DETERMINED ACCORDING TO BOARD OF DIRECTORS GUIDELINES AFTER REVIEWING THE SUMMARIES OF BOTH THESE INTERNAL AND EXTERNAL EVALUATIONS. |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | Key employees undergo a 360-review process that includes reviews by their peers, supervisees, the President, and external reviewers. The President uses the results of those evaluations to determine compensation for key employees. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | Upon written request. |
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