TALLER SAN JOSE HOPE BUILDERS: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- TALLER SAN JOSE HOPE BUILDERS (EIN 59-3816355)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-13
- IRS object ID
- 201531339349304348
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-13T15:20:49-07:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593816355 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Taller San Jose | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TALL | BusinessNameControlTxt |
| Phone | 7145435105 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 N Broadway | AddressLine1 |
| City | Santa Ana | City |
| State | CA | State |
| ZIP Code | 92701 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Nancy Loughrey | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Signature | 2015-05-13 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Shawna Smith Gotreau | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 N Broadway | AddressLine1 |
| City | Santa Ana | City |
| State | CA | State |
| ZIP Code | 92701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,439,462 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.tallersanjose.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2005 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | Taller San Jose empowers young adults (ages 18-28), who are completely disconnected from the workforce and all educational opportunities, with the job training and life skills needed to achieve economic stability and enduring personal and professional success. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 38 | TotalEmployeeCnt |
| Total Volunteers | 168 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $3,310,060 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,205,793 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $269,446 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,982 | CYProgramServiceRevenueAmt |
| PY Investment Income | $10,604 | PYInvestmentIncomeAmt |
| CY Investment Income | $9,364 | CYInvestmentIncomeAmt |
| PY Other Revenue | $110,616 | PYOtherRevenueAmt |
| CY Other Revenue | $99,935 | CYOtherRevenueAmt |
| PY Total Revenue | $3,700,726 | PYTotalRevenueAmt |
| CY Total Revenue | $3,318,074 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $269,950 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $285,661 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,936,021 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,943,448 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $444,335 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,158,840 | PYOtherExpensesAmt |
| CY Other Expenses | $969,669 | CYOtherExpensesAmt |
| PY Total Expenses | $3,364,811 | PYTotalExpensesAmt |
| CY Total Expenses | $3,198,778 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $335,915 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $119,296 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,534,915 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,612,069 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $652,275 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $435,600 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,882,640 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,176,469 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Taller San Jose empowers young adults, who are disconnected from the workforce and all educational opportunities, with the job training and life skills needed to achieve economic stability and enduring personal and professional success. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,302,419 | ExpenseAmt |
| Grant | $285,661 | GrantAmt |
| Desc | Training Academies in Construction, Healthcare Careers and Business Administration: model real-world experiences, pay trainees a weekly $100 stipend and require them to demonstrate that they are responsible and respectful by showing up every day, on time, drug free, dressed professionally and with a good attitude. TSJs training is conducted over 16-20 weeks and is delivered in a boot camp style to support completion and allow youth to transfer quickly to the workplace and higher wages. Contextualized basic skills remediation, financial assistance for childcare and transportation and 32 hours of both life skills and job readiness training are embedded into the curriculum. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $730,366 | ExpenseAmt |
| Desc | Case Management: TSJ has learned that skills training or employment placement alone do not meet the needs of disconnected youth. Rather, training must include a mix of life skills and supportive services designed to help youth retain their employment. Thus, upon program enrollment, each trainee is matched with a Support Specialist who, throughout 28 months, works with the youth to help them achieve tangible goals within TSJs Steps to Success the fundamental building blocks that TSJ believes every young person should possess to achieve life stability. These Steps to Success provide the framework for TSJs case management plan and include six broad categories: Education, Employment, Financial Literacy, Technological Literacy, Social and Emotional Wellness and Healthy Behaviors. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $346,018 | ExpenseAmt |
| Desc | Employment and Education Pathways: TSJs Employment Services team works with youth who have completed the training academy and strives to link them to permanent employment or internships. Staff works with youth for up to 24 months after training completion and supports employed youth in continuing to find opportunities for growth/advancement through promotions and job changes. The Education Pathways team helps youth access on-ramps to post-secondary education, enroll in and persist through apprenticeship and post-secondary degree programs and achieve advanced certifications. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,378,803 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | Yes (true) | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (true) | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 199 | IRPDocumentCnt |
| IRP Document W2 G | 1 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 38 | EmployeeCnt |
| Employment Tax Returns Filed | false | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Nancy Loughrey | PersonNm |
| Phone | 7145435105 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 N Broadway | AddressLine1 |
| City | Santa Ana | City |
| State | CA | State |
| ZIP Code | 92701 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| Christa Sheehan | |||||||
| Dir. of Adv. | 40.00 | 0.00 | $111,176 | $0 | $9,581 | ||
| Karyn Mendoza | |||||||
| Dir. of Prog. | 40.00 | 0.00 | $86,057 | $0 | $10,151 | ||
| Jeff Randolph | |||||||
| Chairman | 4.00 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) |
| Shawna Smith Gotreau | |||||||
| Executive Dir. | 40.00 | 0.00 | $155,526 | $0 | $27,540 | Yes (X) | Yes (X) |
| Katie Skelton | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Richard Heim | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Dolores Gonzales-Hayes | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Tom Honan | |||||||
| Director | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) |
| Christopher Leo | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| George Urch | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Larry Stofko | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Katie Rodin | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Kevin Wijawickrama | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Sr Eileen McNerney | |||||||
| Director | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Angela Wergechik | |||||||
| Director | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) |
| Dr Linda Rose | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Chuck Walker | |||||||
| Director | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Nancy Loughrey | |||||||
| CFO | 40.00 | 0.00 | $89,936 | $0 | $11,879 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $442,695 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $59,151 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $272,000 | FundraisingAmt |
| Related Organizations | $197,264 | RelatedOrganizationsAmt |
| Government Grants | $203,959 | GovernmentGrantsAmt |
| All Other Contributions | $2,532,570 | AllOtherContributionsAmt |
| Noncash Contributions | $111,525 | NoncashContributionsAmt |
| Total Contributions | $3,205,793 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Funded Curriculum | 611600 | $39,191 | $39,191 |
| Participation fee | 230000 | $9,400 | $9,400 |
| Program Sharing | 230000 | $17,664 | $17,664 |
| Property development | 230000 | -$63,298 | -$63,298 |
| Publications | 451211 | $25 | $25 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,982 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,864 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,864 | RelatedOrExemptFuncIncomeAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,008 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,483 | SecuritiesAmt |
| Other | $6,025 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $525 | SecuritiesAmt |
| Other | -$6,025 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$5,500 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$5,500 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $161,415 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $272,000 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $66,530 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $94,885 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $46,400 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $41,350 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,050 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,050 | RelatedOrExemptFuncIncomeAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,318,074 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $17,396 | RelatedOrExemptFuncIncomeAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $285,661 | TotalAmt |
| Program Services | $285,661 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $522,029 | TotalAmt |
| Program Services | $245,758 | ProgramServicesAmt |
| Management And General | $139,831 | ManagementAndGeneralAmt |
| Fundraising | $136,440 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,083,051 | TotalAmt |
| Program Services | $891,930 | ProgramServicesAmt |
| Management And General | $57,544 | ManagementAndGeneralAmt |
| Fundraising | $133,577 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,777 | TotalAmt |
| Program Services | $29,084 | ProgramServicesAmt |
| Management And General | $1,726 | ManagementAndGeneralAmt |
| Fundraising | $3,967 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $220,737 | TotalAmt |
| Program Services | $82,873 | ProgramServicesAmt |
| Management And General | $70,805 | ManagementAndGeneralAmt |
| Fundraising | $67,059 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,854 | TotalAmt |
| Program Services | $68,233 | ProgramServicesAmt |
| Management And General | $4,402 | ManagementAndGeneralAmt |
| Fundraising | $10,219 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,237 | TotalAmt |
| Management And General | $8,237 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,500 | TotalAmt |
| Management And General | $15,500 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,846 | TotalAmt |
| Management And General | $26,971 | ManagementAndGeneralAmt |
| Fundraising | $4,875 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,778 | TotalAmt |
| Fundraising | $13,778 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,305 | TotalAmt |
| Program Services | $30,313 | ProgramServicesAmt |
| Management And General | $11,420 | ManagementAndGeneralAmt |
| Fundraising | $15,572 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,701 | TotalAmt |
| Program Services | $23,083 | ProgramServicesAmt |
| Management And General | $4,003 | ManagementAndGeneralAmt |
| Fundraising | $16,615 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $196,000 | TotalAmt |
| Program Services | $163,172 | ProgramServicesAmt |
| Management And General | $5,864 | ManagementAndGeneralAmt |
| Fundraising | $26,964 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,511 | TotalAmt |
| Program Services | $8,538 | ProgramServicesAmt |
| Management And General | $14,781 | ManagementAndGeneralAmt |
| Fundraising | $8,192 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,882 | TotalAmt |
| Management And General | $4,882 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,920 | TotalAmt |
| Program Services | $105,666 | ProgramServicesAmt |
| Management And General | $984 | ManagementAndGeneralAmt |
| Fundraising | $5,270 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,793 | TotalAmt |
| Program Services | $680 | ProgramServicesAmt |
| Management And General | $7,062 | ManagementAndGeneralAmt |
| Fundraising | $51 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Supplementary programs | $314,738 | $314,738 | ||
| Program supplies | $129,070 | $129,070 | ||
| other | $3,384 | $1,628 | $1,756 | |
| rounding | $4 | $4 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,198,778 | TotalAmt |
| Program Services | $2,378,803 | ProgramServicesAmt |
| Management And General | $375,640 | ManagementAndGeneralAmt |
| Fundraising | $444,335 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $519,444 | BOYAmt |
| EOY | $183,076 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,970 | BOYAmt |
| EOY | $7,343 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $336,830 | BOYAmt |
| EOY | $749,095 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $183,154 | BOYAmt |
| EOY | $76,932 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,210 | BOYAmt |
| EOY | $22,160 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,146,291 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $998,342 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,166,595 | BOYAmt |
| EOY | $1,147,949 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,234,337 | BOYAmt |
| EOY | $1,363,125 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,053,375 | BOYAmt |
| EOY | $1,062,389 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,534,915 | BOYAmt |
| EOY | $4,612,069 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $269,371 | BOYAmt |
| EOY | $295,271 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,712 | BOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,821 | BOYAmt |
| EOY | $47,475 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $278,371 | BOYAmt |
| EOY | $92,851 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $3 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $652,275 | BOYAmt |
| EOY | $435,600 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,771,163 | BOYAmt |
| EOY | $2,900,086 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,111,477 | BOYAmt |
| EOY | $1,276,383 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,882,640 | BOYAmt |
| EOY | $4,176,469 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,534,915 | BOYAmt |
| EOY | $4,612,069 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $119,296 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $174,537 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$4 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,234,337 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $189,306 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $60,520 | OtherExpendituresAmt |
| End Year Balance | $1,363,123 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,149,449 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $141,898 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $57,010 | OtherExpendituresAmt |
| End Year Balance | $1,234,337 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,168,232 | BeginningYearBalanceAmt |
| Contributions | $620 | ContributionsAmt |
| Investment Earnings Or Losses | $36,963 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $56,366 | OtherExpendituresAmt |
| End Year Balance | $1,149,449 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,038,742 | BeginningYearBalanceAmt |
| Contributions | $1,390 | ContributionsAmt |
| Investment Earnings Or Losses | $214,725 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $86,625 | OtherExpendituresAmt |
| End Year Balance | $1,168,232 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,335 | BeginningYearBalanceAmt |
| Contributions | $127,496 | ContributionsAmt |
| Grants Or Scholarships | $37,210 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,038,742 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,065,583 | OtherCostOrOtherBasisAmt |
| Depreciation | $294,089 | DepreciationAmt |
| Book Value | $771,494 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $526,153 | OtherCostOrOtherBasisAmt |
| Depreciation | $384,424 | DepreciationAmt |
| Book Value | $141,729 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $554,555 | OtherCostOrOtherBasisAmt |
| Depreciation | $319,829 | DepreciationAmt |
| Book Value | $234,726 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,147,949 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Hope Builders, Inc. | $931,671 |
| Other | $22,235 |
| Properties held for resale | $108,483 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,062,389 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rounding | Desc |
| Amt | $3 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $3,705,069 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $175,205 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $211,790 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $386,995 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,318,074 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $3,318,074 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,410,568 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $211,790 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $211,790 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,198,778 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $3,198,778 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part V, Line 4: Intended uses of the endowment fund. | FormAndLineReferenceDesc |
| Explanation | Provide continuing support for operations. | ExplanationTxt |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | false | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized | Taller San Jose did not publicize its racially nondiscriminatory policy in the print or broadcast media during this fiscal year. However, it did include its nondiscrimination policy on all solicitation and application materials. Our registration is year round, as classes start every few weeks. Of our enrollees, only 2% describe themselves as "White, not Hispanic or Latino", and 71% of our enrollees say they heard about us from a friend or relative. |
| Schedule E, Line 4 - Explanation of Records and Materials Not Maintained | |
| Schedule E, Line 5 - Explanation of Organization Discrimination by Race |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | false | AgrmtProfFundraisingActyInd |
| Licensed States | CA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Light Up a Life | NameOfEvent1Amt |
| Gross Receipts Event1 | $407,565 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $272,000 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $135,565 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $59,913 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $1,533 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | Light Up a Life Auction | NameOfEvent2Amt |
| Gross Receipts Event2 | $25,850 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $25,850 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $5,084 | CashPrizesEvent2Amt |
| Gross Receipts Total | $433,415 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $272,000 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $161,415 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $5,084 | CashPrizesTotalEventsAmt |
| Food And Beverage Total Events | $59,913 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,533 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $66,530 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $94,885 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteer Labor Bingo | false | VolunteerLaborBingoInd |
| Volunteer Labor Pull Tabs | false | VolunteerLaborPullTabsInd |
| Gross Revenue Other Gaming | $46,400 | GrossRevenueOtherGamingAmt |
| Non Cash Prizes Other Gaming | $41,350 | NonCashPrizesOtherGamingAmt |
| Volunteer Labor Other Gaming | false | VolunteerLaborOtherGamingInd |
| Gross Revenue Total Gaming | $46,400 | GrossRevenueTotalGamingAmt |
| Non Cash Prizes Total Gaming | $41,350 | NonCashPrizesTotalGamingAmt |
| Direct Expense Summary Gaming | $41,350 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $5,050 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | CA | StatesWhereGamingConductedCd |
| Licensed | Yes (true) | LicensedInd |
| License Suspended Etc | false | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | Yes (true) | GamingWithNonmembersInd |
| Member Of Other Entity | false | MemberOfOtherEntityInd |
| Gaming Other Facility | 1.00000 | GamingOtherFacilityPct |
| Individual With Books | Laura Palmer | IndividualWithBooksNm |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 N Broadway | AddressLine1 |
| City | Santa Ana | City |
| State | CA | State |
| ZIP Code | 92701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | false | CntrctWith3rdPrtyForGameRevInd |
| Charitable Distribution Rqr | false | CharitableDistributionRqrInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Stipends paid to students | GrantTypeTxt |
| Recipient | 179 | RecipientCnt |
| Cash Grant | $257,343 | CashGrantAmt |
| Non Cash Assistance | $28,318 | NonCashAssistanceAmt |
| Valuation Method Used | face value | ValuationMethodUsedDesc |
| Non Cash Assistance | clothing, gift cards, scholarships | NonCashAssistanceDesc |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
| Rebuttable Presumption Proc | false | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Shawna Smith Gotreau | PersonNm |
| Title | Executive Dir. | TitleTxt |
| Base Compensation Filing Org | $116,010 | BaseCompensationFilingOrgAmt |
| Bonus Filing Organization | $43,072 | BonusFilingOrganizationAmount |
| Deferred Compensation Flng Org | $11,111 | DeferredCompensationFlngOrgAmt |
| Nontaxable Benefits Filing Org | $16,429 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $186,622 | TotalCompensationFilingOrgAmt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Shawna Smith | PersonNm |
| Relationship With Org | Director | RelationshipWithOrgTxt |
| Loan Purpose | Incentiv | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $100,000 | OriginalPrincipalAmt |
| Default | false | DefaultInd |
| Board Or Committee Approval | Yes (true) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (true) | WrittenAgreementInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule L, Part V Supplemental Information | FormAndLineReferenceDesc |
| Explanation | As an incentive to hire, the organization provided a loan to the Executive Director to enable her to purchase a home in Orange County. The agreement is written and approved by the Board. If she remains Executive Director, 20% of the loan is written off on each anniversary date of the agreement. As of this filing, the loan is completely written off. | ExplanationTxt |
Schedule M IRS990ScheduleM
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,900 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $31,579 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | auction items | 100 | $68,181 | fmv |
| Yes (X) | tools, furn. | 10 | $7,865 | fmv |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et | Shawna Smith Gotreau is a full time employee of Taller San Jose. Sister Eileen McNerney is a Sister in the Sisters of St. Joseph of Orange, which has designated control per our bylaws. Katie Skelton and Christopher Leo are both full time employees of St. Joseph Health, a sister corporation. |
| Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder | The only member of Taller San Jose is the Sisters of St. Joseph of Orange. The only member of Hope Builders, Inc. is Taller San Jose. |
| Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body | Members must approve:1. Any amendment to the Articles of Incorporation or Bylaws2. Appointment or removal of the Executive Director3. Appointment of up to three Sister Board Members4. Dissolution of the Corporation5. Sale or transfer of substantially all the assets of the corporation6. Any change to the structure or operation that would affect its tax exempt status. |
| Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders | Members must approve:1. Any amendment to the Articles of Incorporation or Bylaws2. Appointment or removal of the Executive Director3. Appointment of up to three Sister Board Members4. Dissolution of the Corporation5. Sale or transfer of substantially all the assets of the corporation6. Any change to the structure or operation that would affect its tax exempt status. |
| Form 990, Part VI, Line 11b: Form 990 Review Process | The Form 990 is provided electronically to all Board members, and reviewed in detail by the Finance Committee prior to filing. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | Each member of the Board must complete a Conflict of Interest form prior to election to the Board. As of Februrary 2011, each Baord Member must complete a Conflict of Interest form annually. |
| Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | Compensation the Leadership Team is approved in June as part of the budget process. Comparative compensation data is provided to the Board at that time. Bonus compensation is approved in October for the Leadership Team. |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | Compensation the Leadership Team is approved in June as part of the budget process. Comparative compensation data is provided to the Board at that time. Bonus compensation is approved in October for the Leadership Team. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | Governing documents and Form 990s are available on the organization's website. Policies and financial statements are available upon request. |
| Other Changes In Net Assets Or Fund Balances - Other Decreases | rounding = -$4 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Sisters of St Joseph of Orange | ||||||||||
| 480 Batavia St | Orange | CA | 92866 | 951643383 | Congregation of Catholic Sisters | CA | 501(c)3 | 1 | na | false |
| St Joseph Health | ||||||||||
| 3345 Michelson Drive Suite 100 | Irvine | CA | 92612 | 953589356 | Health System | CA | 501(c)3 | 3 | Sisters of St Joseph of Orange | false |
| Hope Builders Inc | ||||||||||
| 801 N Broadway | Santa Ana | CA | 92701 | 711024210 | construction training | CA | 501(c)3 | 509(a)3 | Taller San Jose | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (true) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (9 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Sisters of St Joseph of Orange | ||
| c | $200,264 | cash value |
| Sisters of St Joseph of Orange | ||
| e | $250,000 | face value |
| Sisters of St Joseph of Orange | ||
| p | $52,868 | cash value |
| St Joseph Health | ||
| c | $151,000 | cash value |
| St Joseph Health | ||
| e | $250,000 | face value |
| St Joseph Health | ||
| p | $146,695 | |
| Hope Builders Inc | ||
| c | $314,738 | cash value |
| Hope Builders Inc | ||
| n | $36,000 | est. FMV |
| Hope Builders Inc | ||
| q | $134,823 | cash value |
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