ALLIANCE FOR COMMUNITY DEVELOPMENT OF THE SAN FRANCISCO BAY AREA: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
ALLIANCE FOR COMMUNITY DEVELOPMENT OF THE SAN FRANCISCO BAY AREA (EIN 94-3347820)
Tax period
2014-01-01 to 2014-12-31
Filed
2016-03-15
IRS object ID
201640759349300244
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

FieldValueIRS element (for citing)
Return2016-03-15T13:38:42-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN942302150PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BUCKLEYPATCHENRIEMANN & HALLBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12890 N MAIN ST SUITE 200AddressLine1Txt
CityWALNUT CREEKCityNm
State AbbreviationCAStateAbbreviationCd
ZIP945972739ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN943347820EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ALLIANCE FOR COMMUNITY DEVELOPMENTBusinessNameLine1Txt
Business Name Line2OF THE SAN FRANCISCO BAY AREABusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlALLIBusinessNameControlTxt
Phone5108864483PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11555 LAKESIDE DRIVEAddressLine1Txt
CityOAKLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94612ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDENNIS WONGPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone5108864483PhoneNum
Signature2016-03-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKYLE V BERGPreparerPersonNm
PTINP00644408PTIN
Phone9259372727PhoneNum
Preparation2016-03-15PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-08-17 19:52:53ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Amended ReturnYes (X)AmendedReturnInd

US Address USAddress

FieldValueIRS element (for citing)
Address Line11555 LAKESIDE DRIVEAddressLine1Txt
CityOAKLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94612ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,309,106GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.ALLIANCECD.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1999FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTHE ALLIANCE FOR COMMUNITY DEVELOPMENT IS DEDICATED TO INCREASING ACCESS TO CAPITAL ASSISTANCE, TO BUSINESSES IN THE SAN FRANCISCO BAY AREAS LOW AND MODERATE INCOME (LMI) COMMUNITIES OWNED BY MINORITIES, WOMEN AND DISABLED VETERANS.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$60,559PYContributionsGrantsAmt
CY Contributions Grants$65,419CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$38,507PYInvestmentIncomeAmt
CY Investment Income$2,961,590CYInvestmentIncomeAmt
PY Other Revenue$2,013PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$101,079PYTotalRevenueAmt
CY Total Revenue$3,027,009CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$79,000PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$78,500CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$72,575CYTotalFundraisingExpenseAmt
PY Other Expenses$64,405PYOtherExpensesAmt
CY Other Expenses$98,882CYOtherExpensesAmt
PY Total Expenses$143,405PYTotalExpensesAmt
CY Total Expenses$177,382CYTotalExpensesAmt
PY Revenues Less Expenses-$42,326PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,849,627CYRevenuesLessExpensesAmt
Total Assets BOY$6,078,308TotalAssetsBOYAmt
Total Assets EOY$6,200,671TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$15,121TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$6,078,308NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$6,185,550NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE ALLIANCE FOR COMMUNITY DEVELOPMENT IS DEDICATED TO INCREASING ACCESS TO CAPITAL ASSISTANCE, TO BUSINESSES IN THE SAN FRANCISCO BAY AREAS LOW AND MODERATE INCOME (LMI) COMMUNITIES OWNED BY MINORITIES, WOMEN AND DISABLED VETERANS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$79,354ExpenseAmt
DescCONNECT SMALL BUSINESS AND LOW INCOME COMMUNITIES WITH PUBLIC AND PRIVATE RESOURCES TO HELP THEM GROW.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescCREATE AND IMPLEMENT DOUBLE BOTTOM LINE INVESTMENTS STRATEGIES TO BRING NEW JOBS AND ECONOMIC OPPORTUNITIES TO LOW-INCOME FAMILIES.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
DescFORGE SUSTAINABLE PARTNERSHIPS AMONG BUSINESSES, NON-PROFITS, AND GOVERNMENT AGENCIES TO ADDRESS THE ALLEVIATION ON POVERTY AND ECONOMIC DEVELOPMENT IN LOW-INCOME COMMUNITIES.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
DescNETWORK DEVELOPMENT, TECHNICAL ASSISTANCE, AND REFERRAL SERVICES FOR SMALL BUSINESSES WITH DOUBLE BOTTOM LINE POTENTIAL WHO SEEK EQUITY CAPITAL AND EMPLOYMENT OPPORTUNITIES FOR LOW-INCOME COMMUNITIES.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$79,354TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SAMI NERENBERGBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7736102260PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11555 LAKESIDE DRIVEAddressLine1Txt
CityOAKLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94612ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
ELIZABETH FERGUSON
VICE CHAIRMAN0.50Yes (X)$0$0$0
MICHAEL GUNNING
CHAIRMAN0.50Yes (X)$0$0$0Yes (X)
JAMES NIXON
SECRETARY0.50Yes (X)$0$0$0Yes (X)
DENNIS WONG
TREASURER0.50Yes (X)$0$0$0Yes (X)
DESMOND BELL
BOARD MEMBER0.50Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Membership Dues$14,184MembershipDuesAmt
All Other Contributions$51,235AllOtherContributionsAmt
Total Contributions$65,419TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$59,612TotalRevenueColumnAmt
Exclusion$59,612ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$3,184,075SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$282,097SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$2,901,978SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,901,978TotalRevenueColumnAmt
Exclusion$2,901,978ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,027,009TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$2,961,590ExclusionAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$78,500TotalAmt
Program Services$32,000ProgramServicesAmt
Management And General$9,000ManagementAndGeneralAmt
Fundraising$37,500FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$5,619TotalAmt
Management And General$5,619ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$48,158TotalAmt
Program Services$18,300ProgramServicesAmt
Management And General$5,779ManagementAndGeneralAmt
Fundraising$24,079FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$7,980TotalAmt
Program Services$7,980ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$6,417TotalAmt
Fundraising$6,417FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$2,273TotalAmt
Management And General$2,273ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$7,200TotalAmt
Program Services$2,400ProgramServicesAmt
Management And General$2,400ManagementAndGeneralAmt
Fundraising$2,400FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$370TotalAmt
Management And General$370ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
EVENT EXPENSES$12,633$12,633
FACILITY RENTALS$6,041$6,041
PRINTING & PRODUCTION$2,179$2,179
TAX AND REGISTRATION FE$12$12

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$177,382TotalAmt
Program Services$79,354ProgramServicesAmt
Management And General$25,453ManagementAndGeneralAmt
Fundraising$72,575FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$112,299BOYAmt
EOY$63,842EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,782LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,460LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$202BOYAmt
EOY$322EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,561,918BOYAmt
EOY$4,509,167EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$4,402,689BOYAmt
EOY$1,626,140EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,200BOYAmt
EOY$1,200EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$6,078,308BOYAmt
EOY$6,200,671EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
EOY$15,067EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
EOY$54EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$15,121EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$6,078,308BOYAmt
EOY$6,185,550EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,078,308BOYAmt
EOY$6,185,550EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,078,308BOYAmt
EOY$6,200,671EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$2,849,627ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$2,742,385NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$27,215CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$60,544CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,031,626CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$60,559CurrentTaxYearMinus1YearAmt
Current Tax Year$65,419CurrentTaxYearAmt
Total$1,245,363TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$27,215CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$60,544CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,031,626CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$60,559CurrentTaxYearMinus1YearAmt
Current Tax Year$65,419CurrentTaxYearAmt
Total$1,245,363TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$1,245,363PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$748CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,120CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$90,124CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$40,520CurrentTaxYearMinus1YearAmt
Current Tax Year$8,931CurrentTaxYearAmt
Total$148,443TotalAmt
FieldValueIRS element (for citing)
Total Support$1,393,806TotalSupportAmt
Public Support CY1700.89350PublicSupportCY170Pct
Public Support PY1700.89430PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,292OtherCostOrOtherBasisAmt
Depreciation$2,209DepreciationAmt
Book Value$83BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$490OtherCostOrOtherBasisAmt
Depreciation$251DepreciationAmt
Book Value$239BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$322TotalBookValueLandBuildingsAmt

Closely Held Equity Interests CloselyHeldEquityInterestsGrp

FieldValueIRS element (for citing)
Book Value$1,626,140BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$1,626,140TotalBookValueSecuritiesAmt
Total Rev Etc Audited Fincl Stmt$284,624TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$2,742,385NetUnrealizedGainsInvstAmt
Revenue Not Reported-$2,742,385RevenueNotReportedAmt
Revenue Subtotal$3,027,009RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$3,027,009TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$177,382TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$177,382ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$177,382TotalExpensesPerForm990Amt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990 LINE B: AMENDED RETURNTHE RETURN IS BEING AMENDED AS A RESULT OF FINDINGS DURING AN INDEPENDENT AUDIT MANDATED BY THE CALIFORNIA SECRETARY OF STATE. RECLASSIFICATIONS HAVE BEEN MADE TO INVESTMENT INCOME, INCREASING REALIZED GAIN, DIVIDEND INCOME, AND INVESTMENT EXPENSES, AND DECREASING THE CURRENT YEAR UNREALIZED GAIN ON INVESTMENTS. NO CHANGES HAVE BEEN POSTED TO TOTAL ASSETS. THIS AMENDED RETURN UPDATES THE ORGANIZATION'S ANSWERS TO THE CHECKLIST OF ALSO INCLUDES REQUIRED SCHEDULES ON FORM 990, PART IV, LINE 12 IN RELATION TO THE ORGANIZATION OBTAINING INDEPENDENT AUDITED FINANCIAL STATEMENTS FOR TAX YEAR 2014, AS WELL AS PART XI AND XII OF SCHEDULE D RECONCILING TOTAL REVENUE AND TOTAL EXPENSES FROM THE TAX RETURN TO THE AUDITED STATEMENTS. IT ALSO REFLECTS THE PROPER ACCRUAL OF BONUS PAYMENTS RELATING TO TAX YEAR 2014 AND UPDATES THE ALLOCATION COMPENSATION AND INVESTMENT MANAGEMENT FEES ON THE STATEMENT OF FUNCTIONAL EXPENSES.
FORM 990, PART VI, SECTION B, LINE 11AN ELECTRONIC COPY OF THE TAX RETURN IS TRANSMITTED TO EACH BOARD MEMBER WHO IN TURN REPLIES WITH THEIR QUESTIONS OR APPROVAL.
FORM 990, PART VI, SECTION B, LINE 12CORGANIZATION REVIEWS POTENTIAL CONFLICTS OF INTEREST ANNUALLY.
FORM 990, PART VI, SECTION B, LINE 15THE EXECUTIVE DIRECTOR RENEWS HER CONTRACT WITH THE BOARD ANNUALLY.
FORM 990, PART VI, SECTION C, LINE 19GENERAL INFORMATION IS AVAILABLE ON THE ORGANIZATION'S WEBSITE. HISTORICAL FORMS 990 CAN BE FOUND ON GUIDESTAR.COM. THE ORGANIZATION IS IN THE PROCESS OF ADOPTING A WHISTLE-BLOWER POLICY.
FORM 990, PART XII, LINE 2C:THE ORGANIZATION FORMED AN AUDIT COMMITTEE AS A RESULT OF A NEW REQUIREMENT TO FILE AUDITED FINANCIAL STATEMENTS WITH THE CALIFORNIA SECRETARY OF STATE.

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