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WAHUPA EDUCATIONAL ENTERPRISES INC: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
WAHUPA EDUCATIONAL ENTERPRISES INC (EIN 95-3407246)
Tax period
2013-07-01 to 2014-06-30
Filed
2015-05-15
IRS object ID
201501359349302590
Schema version
2013v4.0
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)
Return2015-05-15T11:20:12-05:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN331005644PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GOODSELL & COMPANY INC CPA'SBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13143 4TH AVENUEAddressLine1
CitySAN DIEGOCity
StateCAState
ZIP Code92103ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN953407246EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WAHUPA EDUCATIONAL ENTERPRISES INCBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlWAHUBusinessNameControlTxt
Phone6192974471PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13960 PARK BLVD SUITE DAddressLine1
CitySAN DIEGOCity
StateCAState
ZIP Code921033506ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARTHA MARQUEZ-METCALFPersonNm
Person TitleTREASURERPersonTitleTxt
Phone6192974471PhoneNum
Signature2015-05-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKRYSTYNA S HOLC CPAPreparerPersonNm
PTINP00235793PTIN
Phone6192384343PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMARTHA MARQUEZ-METCALFPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13960 PARK BLVD SUITE DAddressLine1
CitySAN DIEGOCity
StateCAState
ZIP Code921033506ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$1,472,455GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
All Affiliates IncludedYes (1)AllAffiliatesIncludedInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressJORTIZ@WAHUPA.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1979FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTO PROVIDE COUNSELING TO INDIVIDUALS FROM MINORITY OR ECONOMICALLY DISADVANTAGED AREAS.ActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee45TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$4TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,389,397PYContributionsGrantsAmt
CY Contributions Grants$1,472,451CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$6PYInvestmentIncomeAmt
CY Investment Income$4CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,389,403PYTotalRevenueAmt
CY Total Revenue$1,472,455CYTotalRevenueAmt
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$1,069,008PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,115,102CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$327,998PYOtherExpensesAmt
CY Other Expenses$370,794CYOtherExpensesAmt
PY Total Expenses$1,397,006PYTotalExpensesAmt
CY Total Expenses$1,485,896CYTotalExpensesAmt
PY Revenues Less Expenses-$7,603PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$13,441CYRevenuesLessExpensesAmt
Total Assets BOY$92,507TotalAssetsBOYAmt
Total Assets EOY$108,054TotalAssetsEOYAmt
Total Liabilities BOY$149,247TotalLiabilitiesBOYAmt
Total Liabilities EOY$178,235TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY-$56,740NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY-$70,181NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE PRIMARY EXEMPT PURPOSE OF WAHUPA EDUCATIONAL ENTERPRISES, INC. IS TO PROVIDE SERVICES IN THE AREA OF EDUCATIONAL ADVISEMENT AND COUNSELING TO INDIVIDUALS FROM MINORITY OR ECONOMICALLY DISADVANTAGED AREAS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$541,807ExpenseAmt
Revenue$530,102RevenueAmt
DescEDUCATIONAL TALENT SEARCH PROJECT - THIS PROJECT TARGETS HIGH SCHOOL STUDENTS FROM ECONOMICALLY DISADVANTAGED AREAS WHO DEMONSTRATE THE ABILITY AND DESIRE TO PURSUE A POST-SECONDARY EDUCATION. COUNSELING AND FOLLOW-UP IS OFFERED TO STUDENTS WHO MAY OTHERWISE BELIEVE SUCH A GOAL IS UNATTAINABLE BECAUSE OF ECONOMIC AND SOCIAL FACTORS. THE PROJECT SERVES APPROXIMATELY 1,476 PARTICIPANTS IN THE SAN DIEGO COUNTY AREA.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$360,404ExpenseAmt
Revenue$359,642RevenueAmt
DescUPWARD BOUND PROJECT - THIS PROJECT SERVICES ADOLESCENTS FROM ECONOMICALLY DISADVANTAGED AREAS WITH AN INTENSIVE TUTORING AND MONITORING PROGRAM FOR PARTICIPANTS WHO WISH TO PURSUE A POST-SECONDARY EDUCATION. THE PARTICIPANTS START IN THE NINTH OR TENTH GRADE AND ARE MONITORED FROM THE TIME THEY BEGIN THE PROGRAM THROUGH THE FIFTH YEAR FOLLOWING GRADUATION FROM HIGH SCHOOL. PARTICIPANTS ATTEND WEEKEND CLASSES AND A FIVE TO SIX WEEK SUMMER RESIDENTIAL PROGRAM AT A UNIVERSITY CAMPUS FOR WHICH THEY RECEIVE HIGH SCHOOL CREDIT. THE PROJECT SERVES APPROXIMATELY 86 PARTICIPANTS FROM THE SAN DIEGO COUNTY AREA.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$323,976ExpenseAmt
Revenue$321,662RevenueAmt
DescEDUCATIONAL OPPORTUNITY CENTER - THIS PROJECT SERVES INDIVIDUALS FROM ECONOMICALLY DISADVANTAGED AREAS WHO FAILED TO PURSUE A POST-SECONDARY EDUCATION BUT HAVE THE DESIRE AND POTENTIAL TO RE-ENTER AND COMPLETE A POST-SECONDARY PROGRAM OF EDUCATION OR TRAINING. INFORMATION REGARDING FINANCIAL AND ACADEMIC ASSISTANCE AND ASSISTANCE IN APPLYING FOR ADMISSION IS PROVIDED TO QUALIFIED PARTICIPANTS. THE PROJECT SERVICES APPROXIMATELY 1,074 PARTICIPANTS IN THE SAN DIEGO COUNTY AREA.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$258,885ExpenseAmt
Revenue$250,828RevenueAmt
DescUPWARD BOUND LINCOLN PROJECT - THIS PROJECT SERVICES ADOLESCENTS FROM ECONOMICALLY DISADVANTAGED AREAS WITH AN INTENSIVE TUTORING AND MONITORING PROGRAM FOR PARTICIPANTS WHO WISH TO PURSUE A POST-SECONDARDY EDUCATION. THE PARTICIPANTS START IN THE NINTH OR TENTH GRADE AND ARE MONITORED FROM THE TIME THEY BEGIN THE PROGRAM THROUGH THE FIFTH YEAR FOLLOWING GRADUATION FROM HIGH SCHOOL. PARTICIPANTS ATTEND WEEKEND CLASSES AND A FIVE TO SIX WEEK SUMMER RESIDENTIAL PROGRAM AT A UNIVERSITY CAMPUS FOR WHICH THEY RECEIVE HIGH SCHOOL CREDIT. THE PROJECT SERVES APPROXIMATELY 64 PARTICIPANTS FROM THE SAN DIEGO COUNTY AREA.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$258,885TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$250,828TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$1,485,072TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
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 Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
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 Document4IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee45EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
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 Members5GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
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 PolicyYes (1)WhistleblowerPolicyInd
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 Line1JUDITH ORTIZBusinessNameLine1
FieldValueIRS element (for citing)
Phone6192974471PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13960 PARK BLVD SUITE DAddressLine1
CitySAN DIEGOCity
StateCAState
ZIP Code921033506ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
ROBERT METCALF
PRESIDENT0.00Yes (X)Yes (X)$0$0$0
JUDITH ORTIZ
EXECUTIVE DIRECTOR38.00Yes (X)Yes (X)$55,250$0$0
MARTHA MARQUEZ-METCALF
TREASURER0.00Yes (X)Yes (X)$0$0$0
ENRIQUETA CHAVEZ
VICE PRESIDENT0.00Yes (X)$0$0$0
JIM PAULEY
MEMBER0.00Yes (X)$0$0$0
KEVIN HO
MEMBER0.00Yes (X)$0$0$0
PATRICIA FITZMORRIS
MEMBER0.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$55,250TotalReportableCompFromOrgAmt
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
Government Grants$1,462,234GovernmentGrantsAmt
All Other Contributions$10,217AllOtherContributionsAmt
Total Contributions$1,472,451TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$4TotalRevenueColumnAmt
Unrelated Business Revenue$4UnrelatedBusinessRevenueAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,472,455TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$4UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$55,250TotalAmt
Program Services$55,250ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$884,813TotalAmt
Program Services$884,813ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$98,323TotalAmt
Program Services$98,323ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$76,716TotalAmt
Program Services$76,716ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$12,000TotalAmt
Program Services$12,000ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$20,766TotalAmt
Program Services$20,766ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$46,132TotalAmt
Program Services$46,132ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$24,174TotalAmt
Program Services$23,825ProgramServicesAmt
Management And General$349ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$7,460TotalAmt
Program Services$7,460ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
RESIDENTIAL PROGRAM$90,924$90,924
PARTICIPANT ACTIVITIES$44,796$44,796
PENSION PLAN EXPENSE$34,186$34,186
WORKERS COMP INSURANCE$15,765$15,765

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$74,591TotalAmt
Program Services$74,116ProgramServicesAmt
Management And General$475ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,485,896TotalAmt
Program Services$1,485,072ProgramServicesAmt
Management And General$824ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$4,591BOYAmt
EOY$11,121EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$13,005BOYAmt
EOY$18,391EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$73,261BOYAmt
EOY$74,630EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,650BOYAmt
EOY$3,912EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$92,507BOYAmt
EOY$108,054EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$77,232BOYAmt
EOY$97,064EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$72,015BOYAmt
EOY$81,171EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$149,247BOYAmt
EOY$178,235EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$56,740BOYAmt
EOY-$70,181EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY-$56,740BOYAmt
EOY-$70,181EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$92,507BOYAmt
EOY$108,054EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$13,441ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
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 RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

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$1,228,861CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,273,353CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,232,583CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,389,332CurrentTaxYearMinus1YearAmt
Current Tax Year$1,472,451CurrentTaxYearAmt
Total$6,596,580TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,228,861CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,273,353CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,232,583CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,389,332CurrentTaxYearMinus1YearAmt
Current Tax Year$1,472,451CurrentTaxYearAmt
Total$6,596,580TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$6,596,580PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$77CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$11CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6CurrentTaxYearMinus1YearAmt
Current Tax Year$4CurrentTaxYearAmt
Total$105TotalAmt
FieldValueIRS element (for citing)
Total Support$6,596,685TotalSupportAmt
Public Support CY1701.00000PublicSupportCY170Pct
Public Support PY1701.00000PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
PENSION PLAN CONTRIBUTION PAYABLE$11,503
ACCRUED PAYROLL & PAYROLL TAXES$69,668
FieldValueIRS element (for citing)
Total Liability$81,171TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$1,472,455TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$1,472,455RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,472,455TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,485,896TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$1,485,896ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,485,896TotalExpensesPerForm990Amt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2LINE 2 EXPLANATION - ROBERT METCALF AND MARTHA MARQUEZ-METCALF ARE HUSBAND AND WIFE.
FORM 990, PART VI, SECTION B, LINE 11LINE 11A EXPLANATION - EACH BOARD MEMBER WILL REVIEW THE RETURN FOR CONTENT AND ACCURACY.
FORM 990, PART VI, SECTION B, LINE 12CTHE AGENCY HAS FOLLOWED A PROCESS OF ANNUALLY REVIEWING THE CONFLICT OF INTEREST POLICY AND ITS PRACTICAL IMPLICATIONS AS PART OF AN ANNUAL RETRAINING IN THE EMPLOYEE MANUAL AND FEDERAL REGULATIONS FOR EACH GRANT PROJECT'S STAFF, EITHER AT STAFF MEETINGS OR AT TRAINING RETREATS. UNTIL 2009 ALL EMPLOYEES WERE ASKED ORALLY WHETHER THEY HAD DEVELOPED ANY INTERESTS OUTSIDE THE AGENCY AND WERE UNSURE AS TO WHETHER THEY MIGHT RAISE A POSSIBILITY OF CONFLICT OF INTEREST, AND ASKED TO DISCLOSE AND DISCUSS ANY SUCH INTERESTS WITH THEIR IMMEDIATE SUPERVISORS. THE BOARD OF DIRECTORS DISCUSSED THE ISSUE PERIODICALLY EACH YEAR WITH A FOCUS ON THE KINDS OF CONFLICTS THAT MOST OFTEN COULD ARISE FOR BOARD MEMBERS, BUT ALSO WITH RESPECT TO THE PROCEDURES FOLLOWED BY STAFF SUPERVISORS IN WATCHING FOR SIGNS OF CONFLICT OF INTEREST AMONG PROJECT DIRECTORS OR STAFF WORKERS. WRITTEN DECLARATIONS OF ANNUAL DISCLOSURE: IN 2009, IN ORDER TO HAVE BETTER DOCUMENTATION OF THIS MONITORING PROCESS, THE MEMBERS OF THE BOARD AND THE CHIEF MANAGEMENT OFFICER FILLED OUT WRITTEN DECLARATIONS, INCLUDING BUT NOT LIMITED TO THE SPECIFIC CONFLICT OF INTEREST SITUATIONS THAT WERE LISTED IN THE REVISED POLICY. THE BOARD ALSO DECIDED THAT THE WRITTEN DECLARATION WOULD BE REQUIRED OF PROJECT DIRECTORS OF THE INDIVIDUAL GRANT PROJECTS STARTING IN 2010. ANNUAL DISCLOSURES: THE CONFLICT OF INTEREST POLICY IN THE EMPLOYMENT MANUAL WAS SUPPLEMENTED WITH A REQUIREMENT (AS A CONDITION OF EMPLOYMENT) THAT ALL FULL-TIME, PROFESSIONAL STAFF MUST DISCLOSE TO THEIR IMMEDIATE SUPERVISORS THEIR PLANS TO ENTER INTO ANY EMPLOYMENT OR CONTRACT FOR THEIR SERVICES OUTSIDE WAHUPA PRIOR TO ENTERING INTO ANY SUCH AGREEMENTS. HOWEVER, AS NOTED ABOVE, THE AGENCY NOW REQUIRES AN ACTUAL WRITTEN DECLARATION ANNUALLY OF ALL PRIMARY SUPERVISORY PERSONNEL AND OF THE BOARD MEMBERS SO THAT AN ANNUAL WRITTEN DISCLOSURE IS DOCUMENTED.
FORM 990, PART VI, SECTION B, LINE 15FOR THE MOST RECENT HIRING OF THE DIRECTOR OF TRIO PROGRAMS (THE TOP MANAGEMENT OFFICIAL) THE MANAGEMENT CONSULTED WITH INDEPENDENT UNIVERSITY ADMINISTRATORS, NON-PROFIT ADMINISTRATORS, AND AN EXTERNAL EVALUATOR WHO DID EXTENSIVE TRAINING AND EXTERNAL EVALUATIONS FOR TRIO OUTREACH PROGRAMS. MANAGEMENT ALSO FOUND INDIVIDUAL DIRECTORS OF TRIO PROGRAMS AND OTHER OUTREACH PROGRAMS WHO WERE WILLING TO DISCLOSE SALARY LEVELS BOTH FOR PROJECT DIRECTORS OF INDIVIDUAL TRIO GRANT PROGRAMS AND DIRECTORS WITH RESPONSIBILITY FOR SEVERAL GRANT PROGRAMS, AS IS THE CASE WITH OUR DIRECTOR OF TRIO PROGRAMS. THE RESULTS INDICATED THAT THE COMPENSATION FOR THE DIRECTOR OF TRIO PROGRAMS IS EXTREMELY LOW, AS COMPARED WITH NON-PROFITS, BUT ESPECIALLY COMPARED WITH TRIO DIRECTORS WHO WORK FOR COMMUNITY COLLEGES AND UNIVERSITIES. FOR THE MOST RECENT HIRING OF KEY EMPLOYEES THE MANAGEMENT CONSULTED WITH INDEPENDENT UNIVERSITY ADMINISTRATORS AND NON-PROFIT ADMINISTRATORS TO CONDUCT EXTERNAL EVALUATIONS FOR TRIO OUTREACH PROGRAMS. MANAGEMENT ALSO FOUND INDIVIDUAL PROJECT DIRECTORS OF TRIO PROGRAMS AND OTHER OUTREACH PROGRAMS WHO WERE WILLING TO DISCLOSE SALARY LEVELS BOTH FOR PROJECT DIRECTORS OF INDIVIDUAL TRIO GRANT PROGRAMS AND DIRECTORS WITH RESPONSIBILITY FOR SEVERAL GRANT PROGRAMS. THE RESULTS INDICATED THAT THE COMPENSATION FOR THE PROJECT DIRECTOR IS EXTREMELY LOW, AS COMPARED WITH NON-PROFITS, BUT ESPECIALLY COMPARED WITH PROJECT DIRECTORS WHO WORK FOR COMMUNITY COLLEGES AND UNIVERSITIES.
FORM 990, PART VI, SECTION C, LINE 19DOCUMENTS ARE AVAILABLE ON THE CALIFORNIA ATTORNEY GENERAL WEBSITE; OAG.CA.GOV; AND DOCUMENTS ARE MADE AVAILABLE UPON REQUEST OF AN INTERESTED PARTY.
FORM 990, PART IX, LINE 24ESTAFF TRAINING & MEETINGS: PROGRAM SERVICE EXPENSES 15,206. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,206. TELEPHONE & INTERNET: PROGRAM SERVICE EXPENSES 13,411. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,411. REPAIRS & MAINTENANCE: PROGRAM SERVICE EXPENSES 10,742. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,742. TESTING MATERIALS: PROGRAM SERVICE EXPENSES 8,698. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,698. EVALUATIONS: PROGRAM SERVICE EXPENSES 7,114. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,114. LEGAL & PROFESSIONAL: PROGRAM SERVICE EXPENSES 5,945. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,945. COPYING & PRINTING: PROGRAM SERVICE EXPENSES 5,443. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,443. ALUMNI TRACKING ACTIVITIES: PROGRAM SERVICE EXPENSES 4,221. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,221. GOVERNMENT FEES: PROGRAM SERVICE EXPENSES 1,463. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,463. INSTRUCTION/REFERENCE SUPPLIES: PROGRAM SERVICE EXPENSES 999. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 999. POSTAGE: PROGRAM SERVICE EXPENSES 874. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 874. MEETINGS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 212. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 212. STAFF ACTIVITIES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 166. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 166. BOARD ACTIVITIES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 61. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 61. PROPOSAL COSTS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 36. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 36.
FORM 990, PART XII, LINE 2C: LINE 2C EXPLANATIONTHE PROCESS FOR OVERSIGHT OF THE AUDIT OF THE ENTITY'S FINANCIAL STATEMENTS IS CONSISTENT WITH PRIOR YEARS.

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