PACIFIC COMMUNITY VENTURES: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- PACIFIC COMMUNITY VENTURES (EIN 77-0485877)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2016-03-03
- IRS object ID
- 201620639349300857
- Schema version
- 2014v6.0
- 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 | 2016-03-03T20:03:55-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263839190 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BURR PILGER MAYER INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 SOUTH MARKET STREET SUITE 800 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95113 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770485877 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PACIFIC COMMUNITY VENTURES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PACI | BusinessNameControlTxt |
| Phone | 4154424300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 FEDERAL STREET NO 100 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94107 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY JO COOK | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 4154424300 | PhoneNum |
| Signature | 2016-02-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL STEPHEN SCHAFFER | PreparerPersonNm |
| PTIN | P00210063 | PTIN |
| Phone | 4089616300 | PhoneNum |
| Preparation | 2016-02-26 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Principal Officer | MARY JO COOK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 FEDERAL STREET NO 100 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,052,929 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PACIFICCOMMUNITYVENTURES.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1998 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO CREATE JOBS AND ECONOMIC OPPORTUNITY IN LOWER-INCOME COMMUNITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 26 | TotalEmployeeCnt |
| Total Volunteers | 10 | TotalVolunteersCnt |
| Total Gross UBI | $14,510 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,343,638 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,143,894 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $774,103 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $759,856 | CYProgramServiceRevenueAmt |
| PY Investment Income | $120,802 | PYInvestmentIncomeAmt |
| CY Investment Income | $119,917 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$68,242 | PYOtherRevenueAmt |
| CY Other Revenue | -$26,748 | CYOtherRevenueAmt |
| PY Total Revenue | $3,170,301 | PYTotalRevenueAmt |
| CY Total Revenue | $2,996,919 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,912,586 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,997,365 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $119,563 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,220,357 | PYOtherExpensesAmt |
| CY Other Expenses | $1,118,092 | CYOtherExpensesAmt |
| PY Total Expenses | $3,132,943 | PYTotalExpensesAmt |
| CY Total Expenses | $3,115,457 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $37,358 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$118,538 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,810,734 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,582,907 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,087,419 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,982,591 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,723,315 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,600,316 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PACIFIC COMMUNITY VENTURES' MISSION IS TO CREATE JOBS AND ECONOMIC OPPORTUNITY IN LOWER-INCOME COMMUNITIES THROUGH THE DIRECT SUPPORT OF SMALL BUSINESSES, AS WELL AS BY ADVOCATING FOR SYSTEMIC CHANGE TO INCREASE INVESTMENT IN THESE VULNERABLE COMMUNITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $973,696 | ExpenseAmt |
| Revenue | $703,164 | RevenueAmt |
| Desc | PROVIDES STRUCTURED ANALYSIS AND EVALUATION TO DETERMINE THE NON-FINANCIAL IMPACTS OF THE DEPLOYMENT OF INVESTMENT CAPITAL IN LOW/MODERATE INCOME COMMUNITIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,283,490 | ExpenseAmt |
| Revenue | $38,692 | RevenueAmt |
| Desc | PROVIDES SMALL, UNDERCAPITALIZED BUSINESSES IN LOW/MODERATE INCOME COMMUNITIES WITH KEY RESOURCES AND INSIGHTS. THIS BUSINESS ADVISORY SERVICE ALLOWS THESE BUSINESSES TO GROW AND WEATHER CHALLENGES, WHICH CONTRIBUTES TO EMPLOYMENT IN LOW/MODERATE INCOME COMMUNITIES, AND GREATER ECONOMIC VITALITY IN THOSE COMMUNITIES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $409,511 | ExpenseAmt |
| Revenue | $18,000 | RevenueAmt |
| Desc | SMALL BUSINESS ADVISING INTEGRATED LENDING LOAN FUND (SAIL FUND) PROVIDES DEBT CAPITAL AND RESOURCES TO HIGH GROWTH BAY AREA BUSINESSES THAT CREATE JOBS AND OPPORTUNITIES IN LOWER INCOME COMMUNITIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,666,697 | 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 | Yes (1) | 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 | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 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 | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 36 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 26 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 | 10 | 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 | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROLYN CLARKE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4154424300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 FEDERAL ST SUITE 100 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94107 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| RALPH CLARK | |||||||
| BOARD CHAIR | 0.40 | Yes (X) | $0 | $0 | $0 | ||
| DANE DOBRINICH | |||||||
| BOARD MEMBER | 0.40 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM PACE | |||||||
| BOARD MEMBER | 0.40 | Yes (X) | $0 | $0 | $0 | ||
| CHRIS ANDERSEN | |||||||
| BOARD MEMBER | 0.40 | Yes (X) | $0 | $0 | $0 | ||
| JUDITH GOLDKRAND | |||||||
| BOARD MEMBER | 0.40 | Yes (X) | $0 | $0 | $0 | ||
| PAUL LEVITAN | |||||||
| BOARD MEMBER | 0.40 | Yes (X) | $0 | $0 | $0 | ||
| LISA MAIBACH | |||||||
| BOARD MEMBER | 0.40 | Yes (X) | $0 | $0 | $0 | ||
| TERESA PAHL | |||||||
| BOARD MEMBER | 0.40 | Yes (X) | $0 | $0 | $0 | ||
| KELLY GRAZIADEI | |||||||
| BOARD MEMBER/SECRETARY | 0.40 | Yes (X) | $0 | $0 | $0 | ||
| KELLIE MCELHANEY | |||||||
| BOARD MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| BETH SIRULL | |||||||
| EXECUTIVE DIRECTOR | 40.00 | $240,500 | $0 | $28,485 | Yes (X) | ||
| CAROLYN CLARK | |||||||
| CFO | 40.00 | $149,222 | $0 | $26,289 | Yes (X) | ||
| ALLISON KELLY | |||||||
| COO | 40.00 | $155,498 | $0 | $11,883 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $545,220 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $66,657 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DUKE UNIVERSITY | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 602651 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 282602651 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | RESEARCH & SUPPORT ON GRANT DELIVERABLES | ServicesDesc |
| Compensation | $119,150 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $212,186 | FundraisingAmt |
| Government Grants | $800,000 | GovernmentGrantsAmt |
| All Other Contributions | $1,131,708 | AllOtherContributionsAmt |
| Total Contributions | $2,143,894 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| INSIGHT/IMPACT/OTHER | 541610 | $741,856 | $741,856 |
| SAIL | 541610 | $18,000 | $18,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $759,856 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $113,312 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $14,510 | UnrelatedBusinessRevenueAmt |
| Exclusion | $98,802 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,600 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,600 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,600 | TotalRevenueColumnAmt |
| Exclusion | $3,600 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,605 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,605 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,605 | TotalRevenueColumnAmt |
| Exclusion | $6,605 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $8,750 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $212,186 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $56,010 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$47,260 | TotalRevenueColumnAmt |
| Exclusion | -$47,260 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $16,912 | TotalRevenueColumnAmt |
| Exclusion | $16,912 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $16,912 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,996,919 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $759,856 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $14,510 | UnrelatedBusinessRevenueAmt |
| Exclusion | $78,659 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $444,496 | TotalAmt |
| Program Services | $366,902 | ProgramServicesAmt |
| Management And General | $55,369 | ManagementAndGeneralAmt |
| Fundraising | $22,225 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,110,666 | TotalAmt |
| Program Services | $916,781 | ProgramServicesAmt |
| Management And General | $138,351 | ManagementAndGeneralAmt |
| Fundraising | $55,534 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,769 | TotalAmt |
| Program Services | $14,667 | ProgramServicesAmt |
| Management And General | $2,213 | ManagementAndGeneralAmt |
| Fundraising | $889 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $424,434 | TotalAmt |
| Program Services | $350,343 | ProgramServicesAmt |
| Management And General | $52,870 | ManagementAndGeneralAmt |
| Fundraising | $21,221 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,200 | TotalAmt |
| Program Services | $1,784 | ProgramServicesAmt |
| Management And General | $202 | ManagementAndGeneralAmt |
| Fundraising | $214 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,232 | TotalAmt |
| Program Services | $33,432 | ProgramServicesAmt |
| Management And General | $3,784 | ManagementAndGeneralAmt |
| Fundraising | $4,016 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,115 | TotalAmt |
| Management And General | $11,115 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $427,378 | TotalAmt |
| Program Services | $418,828 | ProgramServicesAmt |
| Management And General | $4,242 | ManagementAndGeneralAmt |
| Fundraising | $4,308 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,833 | TotalAmt |
| Program Services | $673 | ProgramServicesAmt |
| Management And General | $6,160 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,770 | TotalAmt |
| Program Services | $7,953 | ProgramServicesAmt |
| Management And General | $849 | ManagementAndGeneralAmt |
| Fundraising | $968 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,662 | TotalAmt |
| Program Services | $134,762 | ProgramServicesAmt |
| Management And General | $1,403 | ManagementAndGeneralAmt |
| Fundraising | $1,497 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,369 | TotalAmt |
| Program Services | $110,384 | ProgramServicesAmt |
| Management And General | $1,444 | ManagementAndGeneralAmt |
| Fundraising | $1,541 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,628 | TotalAmt |
| Program Services | $69,392 | ProgramServicesAmt |
| Management And General | $13,236 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,045 | TotalAmt |
| Program Services | $6,123 | ProgramServicesAmt |
| Management And General | $18,922 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,747 | TotalAmt |
| Program Services | $21,747 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,030 | TotalAmt |
| Management And General | $3,030 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,430 | TotalAmt |
| Program Services | $22,450 | ProgramServicesAmt |
| Management And General | $2,410 | ManagementAndGeneralAmt |
| Fundraising | $2,570 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| LOAN LOSSES EXPENSE | $69,868 | $69,868 | ||
| EVALUATIONS & PUBLICATI | $66,178 | $63,194 | $1,444 | $1,540 |
| EVENTS & WORKSHOPS | $64,465 | $8,534 | -$79 | $56,010 |
| TELEPHONE | $24,320 | $21,503 | $1,363 | $1,454 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$16,178 | TotalAmt |
| Program Services | $27,377 | ProgramServicesAmt |
| Management And General | $10,869 | ManagementAndGeneralAmt |
| Fundraising | -$54,424 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,115,457 | TotalAmt |
| Program Services | $2,666,697 | ProgramServicesAmt |
| Management And General | $329,197 | ManagementAndGeneralAmt |
| Fundraising | $119,563 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,571,516 | BOYAmt |
| EOY | $1,539,793 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,704 | BOYAmt |
| EOY | $255,601 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $396,634 | BOYAmt |
| EOY | $1,182,203 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $217,042 | BOYAmt |
| EOY | $231,999 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,645 | BOYAmt |
| EOY | $28,872 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $16,534 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,030 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $13,504 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,183,145 | BOYAmt |
| EOY | $2,486,063 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$55,191 | BOYAmt |
| EOY | -$36,107 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $394,239 | BOYAmt |
| EOY | $880,979 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,810,734 | BOYAmt |
| EOY | $6,582,907 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $526,589 | BOYAmt |
| EOY | $497,989 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $607,150 | BOYAmt |
| EOY | $576,623 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $953,680 | BOYAmt |
| EOY | $907,979 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,087,419 | BOYAmt |
| EOY | $1,982,591 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,809,834 | BOYAmt |
| EOY | $3,040,924 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,913,481 | BOYAmt |
| EOY | $1,559,392 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,723,315 | BOYAmt |
| EOY | $4,600,316 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,810,734 | BOYAmt |
| EOY | $6,582,907 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$118,538 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$4,461 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 | $1,943,013 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,893,354 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,562,282 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,343,638 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,143,894 | CurrentTaxYearAmt |
| Total | $10,886,181 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,943,013 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,893,354 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,562,282 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,343,638 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,143,894 | CurrentTaxYearAmt |
| Total | $10,886,181 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,956,767 | SubstantialContributorsTotAmt |
| Public Support Total170 | $8,929,414 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $137,963 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $136,061 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $108,158 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $124,822 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $102,402 | CurrentTaxYearAmt |
| Total | $609,406 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $14,510 | CurrentTaxYearAmt |
| Total | $14,510 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $50,155 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $56,811 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32,846 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $16,912 | CurrentTaxYearAmt |
| Total | $156,724 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $11,666,821 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,408,568 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.76540 | PublicSupportCY170Pct |
| Public Support PY170 | 0.72180 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,534 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,030 | DepreciationAmt |
| Book Value | $13,504 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $13,504 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| OTHER ASSETS | $24,911 |
| SAIL | $856,068 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $880,979 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NOTE PAYABLE | Desc |
| Amt | $907,979 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $907,979 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV, LINE 2B: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION MAINTAINS AN ESCROW ACCOUNT WITH THE HERON FOUNDATION. THE HERON FOUNDATION IS A NON-MANAGING MEMBER OF PACIFIC COMMUNITY VENTURES INVESTMENT PARTNERS III, LLC. THE ORGANIZATION IS AUTHORIZED BY THE TERMS OF THE ESCROW AGREEMENT TO FUND CAPITAL CALLS DUE FROM THE HERON FOUNDATION WITH THE ESCROW BALANCE. THE ORGANIZATION RECEIVES ANY INTEREST INCOME FROM THE ESCROW ACCOUNT IN THE FORM OF A CONTRIBUTION FROM THE HERON FOUNDATION. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ANNUAL EVENT | Event1Nm |
| Gross Receipts Event1 | $220,936 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $212,186 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $8,750 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $24,751 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $31,259 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $220,936 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $212,186 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $8,750 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $24,751 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $31,259 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $56,010 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$47,260 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| 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 (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BETH SIRULL | ||||||||||||||
| EXECUTIVE DIRECTOR | $194,250 | $0 | $46,250 | $0 | $0 | $0 | $4,600 | $0 | $23,885 | $0 | $268,985 | $0 | $0 | $0 |
| CAROLYN CLARK | ||||||||||||||
| CFO | $133,022 | $0 | $16,200 | $0 | $0 | $0 | $4,600 | $0 | $21,689 | $0 | $175,511 | $0 | $0 | $0 |
| ALLISON KELLY | ||||||||||||||
| COO | $138,750 | $0 | $16,748 | $0 | $0 | $0 | $1,385 | $0 | $10,498 | $0 | $167,381 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 IS PREPARED BY AN OUTSIDE FIRM OF TAX PROFESSIONALS. THE DRAFT FORM IS THEN REVIEWED BY THE ORGANIZATION'S FINANCE DIRECTOR, CFO, AUDIT COMMITTEE CHAIR, AND THE EXECUTIVE DIRECTOR. AFTER DISCUSSION WITH THIS GROUP OF INDIVIDUALS, THE FINANCE DIRECTOR THEN DISCUSSES THE CONTENTS OF THE RETURN WITH THE OUTSIDE TAX PROFESSIONALS. AFTER A FULL REVIEW (WITH MODIFICATIONS WHERE NECESSARY), THE FINAL VERSION OF THE TAX RETURN IS AUTHORIZED BY THE CFO AND THE EXECUTIVE DIRECTOR. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO ANNUALLY ATTEST THAT THEY ARE IN CONFORMANCE WITH THE CONFLICT OF INTEREST POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION OF THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES IS REVIEWED AND APPROVED BY A DULY AUTHORIZED COMPENSATION COMMITTEE, WHICH IS A COMMITTEE OF THE BOARD OF DIRECTORS. THIS COMMITTEE UTILIZES A REVIEW OF OTHER ORGANIZATIONS' FORMS 990 FILINGS, ANNUAL PERFORMANCE EVALUATIONS FOR ALL AFFECTED STAFF, AND ACHIEVEMENT OF OVERALL ORGANIZATIONAL GOALS. |
| FORM 990, PART VI, SECTION C, LINE 19 | ARTICLES OF INCORPORATION, CORPORATE BYLAWS, INTERNAL POLICIES (SUCH AS CONFLICT OF INTEREST, WHISTLEBLOWER, ETC.), AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 2,136. MANAGEMENT AND GENERAL EXPENSES 242. FUNDRAISING EXPENSES 258. TOTAL EXPENSES 2,636. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 416,692. MANAGEMENT AND GENERAL EXPENSES 4,000. FUNDRAISING EXPENSES 4,050. TOTAL EXPENSES 424,742. |
| FORM 990 PART I, LINE 7 | TAXPAYER AMENDS PREVIOUSLY FILED 990 TO INDICATE THAT A FORM 990-T HAS BEEN FILED, AND TO INCLUDE INFORMATION FROM FORMS 990-T NOT PREVIOUSLY FILED. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PACIFIC COMMUNITY VENTURES INVESTMENT PARTNERSHIP I LLC (PCVIP I) | ||||||||||||
| 51 FEDERAL STREET SUITE 100 | SAN FRANCISCO | CA | 94107 | 330883415 | INVESTMENTS | CA | INVESTMENT | -$187 | $3,701 | 0 | Yes (1) | 1.00000 |
| PACIFIC COMMUNITY VENTURES INVESTMENT PARTNERSHIP II LLC (PCVIP II) | ||||||||||||
| 51 FEDERAL STREET SUITE 100 | SAN FRANCISCO | CA | 94107 | 820547374 | INVESTMENTS | CA | INVESTMENT | -$387 | $27,288 | 0 | Yes (1) | 1.00000 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PACIFIC COMMUNITY MANAGEMENT INC (PCM) | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 FEDERAL STREET SUITE 100 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205673477 | EIN |
| Primary Activities | INVESTMENTS MANAGEMENT | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PACIFIC COMMUNITY VENTURES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | $7,609 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $554,088 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| PACIFIC COMMUNITY MANAGEMENT INC | ||
| P | $68,607 | DIRECT EXPENSE ALLOCATION |
| PACIFIC COMMUNITY VENTURES INVESTMENT PARTNERSHIP II LLC | ||
| P | $8,627 | ESTABLISHED BY CONTRACT |
| PACIFIC COMMUNITY VENTURES INVESTMENT PARTNERSHIP I LLC | ||
| P | $8,627 | ESTABLISHED BY CONTRACT |
Comments