2016-05-14T18:29:50-05:00 2015-06-30 PATRICIA A WINTROATH CPA 2121 N CALIFORNIA BLVD SUITE 290 WALNUT CREEK CA 94596 990 2014-07-01 680459131 OPPORTUNITY JUNCTION INC OPPO 9257761133 3102 DELTA FAIR BLVD ANTIOCH CA 945094001 ALISSA FRIEDMAN EXECUTIVE DIRECTOR 9257761133 2016-05-12 PATRICIA A WINTROATH P00430440 9259743310 2016-05-12 X 2014 2016-08-17 19:52:53Z ALISSA FRIEDMAN C/O 3102 DELTA FAIR BLVD ANTIOCH CA 94509 1841989 0 X WWW.OPPORTUNITYJUNCTION.ORG X 1999 CA TO FIGHT POVERTY BY HELPING LOW-INCOME CONTRA COSTA RESIDENTS GAIN THE SKILLS AND CONFIDENCE TO GET AND KEEP JOBS THAT SUPPORT THEMSELVES AND THEIR FAMILIES. 14 14 78 126 0 0 1194358 1250116 304598 445141 3309 3445 104148 114829 1606413 1813531 0 0 0 0 1238498 1212939 0 0 167825 278350 438937 1516848 1651876 89565 161655 800657 884853 151311 73852 649346 811001 X TO FIGHT POVERTY BY HELPING LOW-INCOME CONTRA COSTA RESIDENTS GAIN THE SKILLS AND CONFIDENCE TO GET AND KEEP JOBS THAT SUPPORT THEMSELVES AND THEIR FAMILIES. 0 0 801789 254141 JOB TRAINING AND PLACEMENT:PROGRAM STRUCTURE: PREPARE PARTICIPANTS FOR ADMINISTRATIVE CAREERS LEADING TO SELF-SUFFICIENCY THROUGH COMPUTER AND LIFE SKILLS TRAINING, PAID EXPERIENCE, CASE MANAGEMENT, CAREER COUNSELING, PLACEMENT ASSISTANCE, AND LONG-TERM ALUMNI SERVICES. IMPACT: DURING FY2014-15, THE PROGRAM SAW 44 INITIAL PLACEMENTS YIELD POSITIONS WHERE GRADUATES EARNED AN AVERAGE OF $15.57/HOUR (NOT INCLUDING 38 ALUMNI PLACED OR ADVANCED TO AN AVERAGE OF $15.93/HOUR). GRADUATES' 18-MONTH JOB RETENTION RATE IS 80%. 81377 TECHNOLOGY CENTER:PROGRAM STRUCTURE: OFFER LOW-INCOME CLIENTS FREE COMPUTER ACCESS AND ASSISTANCE, ENGLISH AS A SECOND LANGUAGE INSTRUCTION, COMPUTER BASICS, AND SPANISH CLASSES.IMPACT: DURING FY2014-15, 591 STUDENTS USED OUR COMPUTER LABS AND PARTICIPATED IN EVENING CLASSES. OF THOSE COMPLETING AT LEAST 15 HOURS OF PARTICIPATION, 30% REPORT GETTING A JOB, A BETTER JOB, A RAISE, OR A PROMOTION. 354810 60000 CAREER DEVELOPMENT SERVICES: PROGRAM STRUCTURE: PROVIDE CAREER DEVELOPMENT, CASE MANAGEMENT, AND JOB PLACEMENT SERVICES IN BAY POINT, AS PART OF SPARKPOINT CONTRA COSTA.IMPACT: DURING FY2014-15, 41 PARTICIPANTS WERE PLACED IN POSITIONS EARNING AN AVERAGE OF $14.27/HOUR (NOT INCLUDING 29 ALUMNI PLACED INTO NEW POSITIONS AVERAGING $14.47/HOUR). 10952 DO IT YOURSELF TAX ASSISTANCE:PROGRAM STRUCTURE: TARGETS LOW-INCOME TAXPAYERS. ALUMNI OF THE JOB TRAINING AND PLACEMENT PROGRAM TEACH LOW-INCOME TAXPAYERS HOW TO PREPARE AND EFILE THEIR TAXES FOR FREE, CLAIMING THE EARNED INCOME TAX CREDIT AND OTHER CREDITS, USING THE MYFREETAXES.COM WEB INTERFACE.IMPACT: 201 FAMILIES CLAIMED MORE THAN $298,000 IN FEDERAL REFUNDS FOR TAX YEAR 2014 (RETURNS PREPARED IN EARLY 2015). 112000 131000 ROAD MAP TO COLLEGE:PROGRAM STRUCTURE: HELP JOB SEEKERS NAVIGATE AND SUCCEED IN LOS MEDANOS COLLEGE'S CAREER TECHNICAL EDUCATION TRACKS, OFFERING SUPPORT SERVICES THROUGHOUT AND PLACEMENT SERVICES AT COMPLETION.IMPACT: 80% OF THE PILOT COHORT HAS EITHER GRADUATED AND BEEN PLACED OR PERSISTED INTO THEIR SECOND SEMESTER. WE HAVE BEEN AWARDED A SECOND WORKFORCE ACCELERATOR FUND CONTRACT TO CONTINUE THE PILOT AND ENROLL A SECOND COHORT. 15 WERE PLACED INTO JOBS EARNING AN AVERAGE OF $13.41/HOUR. 122952 131000 1360928 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 7 0 1 78 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X X ALISSA FRIEDMAN 9257761133 3102 DELTA FAIR BLVD ANTIOCH CA 94509 X LINDA BEST DIRECTOR 1.00 X 0 0 0 JODI AVINA IMMEDIATE PAST CHAIR 1.00 X 0 0 0 JANE COLLETT DIRECTOR 1.00 X 0 0 0 BOB COAKLEY DIRECTOR 1.00 X 0 0 0 DEBRA RIVERA DIRECTOR 1.00 X 0 0 0 JACKIE SEENO DIRECTOR 1.00 X 0 0 0 JIM JONES TREASURER 1.00 X X 0 0 0 SEAN K WRIGHT DC DIRECTOR 1.00 X 0 0 0 RICARDO M PEREZ DDS DIRECTOR 1.00 X 0 0 0 CHARLOTTE EVANS WILL CHAIR 1.00 X X 0 0 0 DAVID WAHL CHAIR ELECT 1.00 X X 0 0 0 RASHELL WRIGHT DIRECTOR 1.00 X 0 0 0 JULIN PEREZ-BERNTSEN DIRECTOR 1.00 X 0 0 0 ADRIANA PONCE-MATTEUCCI SECRETARY 1.00 X X 0 0 0 ALISSA FRIEDMAN EXECUTIVE DIRECTOR 40.00 X 136497 0 7800 136497 0 7800 1 0 0 0 0 1250116 1250116 GOVERNMENT CONTRACTS 611420 434031 434031 OUTPLACEMENT INCOME 611420 7312 7312 PROJECT INCOME 611420 3798 3798 445141 3445 3445 143287 28458 114829 114829 1813531 445141 0 118274 136497 66556 29961 39980 865360 747085 51933 66342 122503 100565 7397 14541 88579 72327 6663 9589 9949 2740 6850 359 101790 89307 3901 8582 6193 4168 279 1746 21755 19008 808 1939 166776 140092 8339 18345 11778 9894 589 1295 4929 4140 247 542 PARTICIPANT EXPENSES 57920 57920 EQUIPMENT & EQUIPMENT R 28515 24804 1160 2551 STAFF EXPENSES 11409 10153 378 878 MISCELLANEOUS 6166 2206 3960 11757 9963 658 1136 1651876 1360928 123123 167825 161709 83543 364561 645271 182390 75969 10532 9923 17118 15248 88406 51507 46347 36899 18000 18000 800657 884853 94248 28610 17170 8580 39893 36662 151311 73852 X 542971 573127 106375 237874 649346 811001 800657 884853 161655 0 X X 0 1 X 1 0 X 485729 824689 875365 1194358 1250116 4630257 485729 824689 875365 1194358 1250116 4630257 1321429 3308828 3180 3056 3982 3309 3445 16972 4647229 1993313 0.71200 0.55270 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 72518 40704 31814 15888 10803 5085 36899 ACCRUED VACATIONS 36662 36662 1813531 0 1813531 0 1813531 1651876 0 1651876 0 1651876 ANNUAL GALA 120625 120625 28458 GOLF TOURNAMENT 22662 22662 0 143287 143287 28458 28458 114829 FORM 990, PART VI, SECTION B, LINE 11 THE FOLLOWING STEPS SHALL BE TAKEN TO ASSURE THAT THE ORGANIZATIONS 990 IS ACCURATE AND THAT ALL BOARD MEMBERS CAN REVIEW THE DOCUMENT BEFORE IT IS SUBMITTED: 1. THE CPA SHALL BE ADVISED OF THIS POLICY BY THE EXECUTIVE DIRECTOR (VIA EMAIL), TO ASSURE THAT DOCUMENTS ARE PREPARED WITH AT LEAST TWO WEEKS TO SPARE BEFORE SUBMISSION DEADLINES. 2. BEFORE SUBMITTING A FINAL VERSION OF THE FORM 990 FOR SIGNING TO THE EXECUTIVE DIRECTOR, THE CPA SHALL SEND THE EXECUTIVE DIRECTOR AN ELECTRONIC COPY OF THE DOCUMENT NO LATER THAN TWO WEEKS BEFORE THE SUBMISSION DEADLINE. 3. THE EXECUTIVE DIRECTOR SHALL CIRCULATE THE DRAFT 990 TO ALL BOARD MEMBERS IMMEDIATELY, SO THAT BOARD MEMBERS HAVE AT LEAST A WEEK TO SUBMIT QUESTIONS, CORRECTIONS, AND CONCERNS TO THE EXECUTIVE DIRECTOR. 4. THE EXECUTIVE DIRECTOR SHALL BE RESPONSIBLE FOR REQUESTING ANY NECESSARY CHANGES TO THE DOCUMENT AND FORWARDING ANY BOARD CONCERNS TO THE ATTENTION OF THE CPA. 5. THE CPA SHALL PREPARE A FINAL DRAFT AND CIRCULATE IT VIA EMAIL NO LATER THAN 72 HOURS BEFORE THE SUBMISSION DEADLINE, TO ALLOW FOR FINAL PROOFREADING. THE CPA MUST ALSO ASSURE THAT A SIGNED ORIGINAL REACHES THE POSSESSION OF THE EXECUTIVE DIRECTOR AT LEAST 24 HOURS BEFORE THE SUBMISSION DEADLINE. 6. THE EXECUTIVE DIRECTOR SHALL PROOFREAD THE FINAL DRAFT TO ASSURE THAT ALL REQUESTED CHANGES HAVE BEEN INCORPORATED AND THAT BOARD CONCERNS HAVE BEEN ADDRESSED. 7. THE EXECUTIVE DIRECTOR SHALL SIGN AND SUBMIT THE COMPLETED FORM 990 BY THE APPLICABLE DEADLINE. FORM 990, PART VI, SECTION B, LINE 12C AT THE ANNUAL BOARD RETREAT, OR SHORTLY THEREAFTER FOR THOSE NOT IN ATTENDACE, BOARD MEMBERS COMPLETE THE DISCLOSURE FORM THAT IS APPENDED TO OUR CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 OPPORTUNITY JUNCTION STRIVES TO PROVIDE THE EXECUTIVE DIRECTOR WITH THE FEEDBACK NECESSARY TO ACHIEVE EXCELLENT PERFORMANCE AND WITH COMPENSATION APPROPRIATE TO THE PERFORMANCE LEVEL ACHIEVED. TO THAT END: 1. THE EXECUTIVE DIRECTOR SHALL BE REVIEWED ANNUALLY, USING THE FORM DESIGNATED AS ATTACHMENT A. 2. THE CHAIR OF THE BOARD, IN PARTNERSHIP WITH THE EXECUTIVE DIRECTOR, SHALL BE RESPONSIBLE FOR ENSURING THAT THE REVIEW PROCESS IS INITIATED BEFORE THE ANNUAL BOARD RETREAT, THOUGH THE OFFICIAL REVIEW DOCUMENT MAY BE PROVIDED AFTER THE BOARD RETREAT. 3. THE REVIEW SHALL INCLUDE 360 DEGREE FEEDBACK FROM BOARD MEMBERS, STAFF MEMBERS, MEMBERS OF THE ADVISORY BOARD, AND FUNDERS, COLLECTED BY MEANS OF AN ANONYMOUS SURVEY ON THE SURVEYMONKEY WEBSITE. THE EXECUTIVE DIRECTOR SHALL PREPARE A LIST OF THE PEOPLE WHO WILL BE INVITED TO PARTICIPATE, AND THE CHAIR OF THE BOARD SHALL REVIEW THIS LIST IN ADVANCE IN ORDER TO SUGGEST ANY ADDITIONS OR DELETIONS, IF NECESSARY. 4. 360 DEGREE SURVEY PARTICIPANTS WILL BE GIVEN ONE WEEK TO PROVIDE THEIR FEEDBACK. 5. THE CHAIR OF THE BOARD WILL REVIEW THE SURVEY FEEDBACK IN ADVANCE OF A REVIEW MEETING WITH THE EXECUTIVE DIRECTOR, WHO WILL ALSO PREPARE FEEDBACK ON ALL ELEMENTS DISCUSSED IN THE REVIEW FORM. 6. AT THE REVIEW MEETING, THE EXECUTIVE DIRECTOR AND THE CHAIR OF THE BOARD WILL DISCUSS EACH ELEMENT OF PERFORMANCE, INCLUDING COMMENTS THE CHAIR OR EXECUTIVE DIRECTOR DEEMS RELEVANT FROM THE SURVEY FEEDBACK. 7. THE CHAIR OF THE BOARD SHALL PREPARE THE WRITTEN ANNUAL REVIEW FORM BY THE END OF THE FISCAL YEAR, INCORPORATING FEEDBACK FROM THE EXECUTIVE DIRECTOR AND THE SURVEY PARTICIPANTS. 8. AT LEAST EVERY OTHER YEAR, OPPORTUNITY JUNCTION SHALL PARTICIPATE IN A COMPENSATION SURVEY THAT WILL PROVIDE INFORMATION ON THE SALARIES OF OTHER EXECUTIVE DIRECTORS IN NORTHERN CALIFORNIA. THIS SURVEY WILL BE MADE AVAILABLE TO THE CHAIR OF THE BOARD UPON REQUEST IN DETERMINING THE COMPENSATION OF THE EXECUTIVE DIRECTOR. 9. THE CHAIR OF THE BOARD WILL, IN CONSULTATION WITH THE EXECUTIVE COMMITTEE OR THE BOARD AS A WHOLE, APPROVE THE COMPENSATION FOR THE FOLLOWING FISCAL YEAR FOR THE EXECUTIVE DIRECTOR, TAKING INTO ACCOUNT THE EXECUTIVE DIRECTORS PERFORMANCE AND THE COMPENSATION OF OTHER SIMILARLY-SITUATED EXECUTIVE DIRECTORS. THE EXECUTIVE DIRECTOR REVIEWS CURRENT SALARY INFORMATION, PERFORMANCE, AND A COMPENSATION SURVEY AND DEVELOPS A SPREADSHEET OF PROPOSED COMPENSATION ADJUSTMENTS. THAT SPREADSHEET INCLUDES PERCENTAGE CALCULATIONS FOR REFERENCE AND IS REVIEWED BOTH BY THE ACCOUNTANT AND BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENT, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS MADE NO CHANGES TO OVERSIGHT OR SELECTION PROCESS DURING THE FISCAL YEAR.