SAN FRANCISCO CONSUMER ACTION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SAN FRANCISCO CONSUMER ACTION (EIN 23-7172908)
- Tax period
- 2013-04-01 to 2014-03-31
- Filed
- 2015-02-03
- IRS object ID
- 201540349349301554
- 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 C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-02-03T18:21:46-06:00 | ReturnTs |
| Tax Period End | 2014-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 264677183 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DZH PHILLIPS LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1330 BROADWAY SUITE 630 | AddressLine1 |
| City | OAKLAND | City |
| State | CA | State |
| ZIP Code | 94612 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237172908 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAN FRANCISCO CONSUMER ACTION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SANF | BusinessNameControlTxt |
| Phone | 4157779648 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 MAIN STREET NO 480 | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94105 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEN MCELDOWNEY | PersonNm |
| Person Title | SEC/EXEC DIR | PersonTitleTxt |
| Phone | 4157779635 | PhoneNum |
| Signature | 2015-02-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HYDEH GHAFFARI | PreparerPersonNm |
| PTIN | P01228587 | PTIN |
| Phone | 5108346542 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONSUMER ACTION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KEN MCELDOWNEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 MAIN STREET SUITE 480 | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,942,892 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CONSUMER-ACTION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1971 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | CONSUMER ACTION'S MISSION IS TO PROVIDE CONSUMER EDUCATION AND ADVOCACY TO AND ON BEHALF OF CONSUMERS AROUND THE NATION. ITS PRIMARY ACTIVITIES ARE TO WRITE AND PRODUCE CONSUMER EDUCATION MATERIALS, RESPOND WITH FREE ADVICE AND ASSISTANCE TO CONSUMERS WHO CALL OR EMAIL OUR COMPLAINT AND INFORMATION SWITCHBOARD AND TRAIN COMMUNITY-BASED ORGANIZATIONS ON HOW TO PROMOTE FINANCIAL AND CONSUMER LITERACY IN THEIR DIVERSE COMMUNITIES. OUR CONSUMER EDUCATION MATERIALS INCLUDE PAMPHLETS, TRANSLATED INTO SEVERAL LANGUAGES, WHICH ARE DISTRIBUTED FOR FREE TO CONSUMERS THROUGHOUT OUR NETWORK OF 8,000 COMMUNITY GROUP CONTACTS, WE DISTRIBUTED ONE MILLION PUBLICATIONS LAST YEAR. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 26 | TotalEmployeeCnt |
| Total Volunteers | 8 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,114,640 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,904,969 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,984 | CYProgramServiceRevenueAmt |
| PY Investment Income | $48,448 | PYInvestmentIncomeAmt |
| CY Investment Income | $33,731 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $208 | CYOtherRevenueAmt |
| PY Total Revenue | $3,163,088 | PYTotalRevenueAmt |
| CY Total Revenue | $2,942,892 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $37,500 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $17,500 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,964,868 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,107,762 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $35,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $145,053 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,056,061 | PYOtherExpensesAmt |
| CY Other Expenses | $898,166 | CYOtherExpensesAmt |
| PY Total Expenses | $3,093,429 | PYTotalExpensesAmt |
| CY Total Expenses | $3,023,428 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $69,659 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$80,536 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,581,941 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,681,830 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $216,056 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $296,481 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,365,885 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,385,349 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | CONSUMER ACTION IS DEDICATED TO HELPING INDIVIDUAL CONSUMERS ASSERT THEIR RIGHTS IN THE MARKETPLACE AND TO ADVANCING PRO-CONSUMER MARKETPLACE CHANGES TO PROMOTE ECONOMIC JUSTICE FOR THE BENEFIT OF ALL CONSUMERS. THE ORGANIZATION ACHIEVES ITS MISSION THROUGH CONSUMER EDUCATION, MULTILINGUAL COMMUNITY OUTREACH AND ISSUE-BASED ADVOCACY THROUGH ITS OFFICES IN SAN FRANCISCO, LOS ANGELES, WASHINGTON, DC, WORKING TOGETHER WITH MANY COMMUNITY-BASED ORGANIZATIONS AROUND THE COUNTRY. OUR MATERIALS, TRAINING AND SUPPORT SERVICES TO COMMUNITY ORGANIZATIONS ENSURE THAT COMMUNITY EDUCATORS HAVE THE MOST UPDATED CONSUMER LITERACY TOOLS AND INFORMATION FOR THEIR CONSTITUENTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $531,959 | ExpenseAmt |
| Grant | $17,500 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | MONEYWISE PROJECT - THIS PROJECT PROVIDED EDUCATION ON SHOPPING FOR AND USING CONSUMER FINANCIAL SERVICES. THIS FREE PROGRAM CREATED, TRANSLATED AND DISTRIBUTED EDUCATIONAL FACT SHEETS ABOUT BANKING SERVICES, CREDIT, BANKRUPTCY, FORECLOSURE PREVENTION, MICRO BUSINESSES, IDENTITY THEFT, BUYING A HOME AND OTHER TOPICS. THE PROJECT'S PUBLICATIONS WERE ALL DESIGNED FOR EASY READING, AND FOCUSED ON BASIC RIGHTS AND REMEDIES IN THE MARKETPLACE. THEY WERE TRANSLATED INTO CHINESE, SPANISH, KOREAN AND VIETNAMESE, AND DISTRIBUTED THROUGH A NETWORK OF MORE THAN 8,000 COMMUNITY GROUPS THROUGHOUT THE COUNTRY. WE PROVIDED TRAINING ON THESE TOPICS TO THE STAFFS OF NON-PROFIT AGENCIES AROUND THE COUNTRY, INCLUDING SENIOR CENTERS, IMMIGRANT ASSISTANCE CENTERS, UNIVERSITIES, COOPERATIVE EXTENSION SERVICES, CREDIT COUNSELING AND VETERANS'S ASSISTANCE AGENCIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $308,764 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | FINANCIAL LITERACY PROJECT - THIS PROJECT RESEARCHED, WROTE AND PUBLISHED EDUCATIONAL MATERIALS IN SEVERAL LANGUAGES, TO HELP CONSUMERS UNDERSTAND HOW TO SHOP FOR AND USE BANKING, CREDIT AND OTHER CONSUMER FINANCIAL SERVICES. THE MATERIALS PRODUCED BY THE PROJECT ALSO COVERED FINANCIAL PLANNING, DEBT MANAGEMENT AND RETIREMENT. CONSUMER ACTION TRANSLATED THESE MATERIALS INTO CHINESE, SPANISH, KOREAN AND VIETNAMESE, DISTRIBUTED THEM FOR FREE AROUND THE COUNTRY AND CONDUCTED TRAININGS TO HELP COMMUNITY AGENCY STAFF WORK WITH THE FREE MATERIALS TO MEET THE NEEDS OF THEIR CLIENTS FOR EDUCATION ABOUT FINANCIAL LITERACY. THE PROJECT RAN A WEBSITE, WWW.MANAGINGMONEY.ORG, DESIGNED TO SERVE AS A FINANCIAL LITERACY CLEARINGHOUSE. IT FEATURED MULTILINGUAL EDUCATIONAL MATERIALS, NEWS ON TOPICS ABOUT PERSONAL FINANCES, AND RECOMMENDED PUBLICATIONS CREATED BY OTHER COMMUNITY ORGANIZATIONS AND GOVERNMENT AGENCIES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $208,670 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | ONLINE BANKING PROJECT - THIS PROJECT RESEARCHED THE GROWING FIELD OF ONLINE PAYMENT MECHANISMS, AND THE THINGS THAT CONSUMERS NEED TO KNOW ABOUT THEM, ESPECIALLY SINCE CONSUMERS NOW HAVE MANY MORE OPTIONS FOR PAYING BILLS, EVEN WITHOUT LEAVING HOME. THE PROJECT PRODUCED BROCHURES ON MOBILE BANKING AND MOBILE PAYMENTS, BANKING ONLINE SAFELY, AND SAFETY AND PRIVACY IN ONLINE AND MOBILE TRANSACTIONS. CONSUMER ACTION ALSO HELD TRAININGS AROUND THE COUNTRY TO INTRODUCE THESE MATERIALS AND PROVIDE IMOPRTANT INFORMATION ABOUT THE SUBJECT TO THE STAFF OF COMMUNITY SERVICE AGENCIES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (10 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $164,375 | $0 | $0 | NATIONAL CONSUMER EMPOWERMENT CONFERENCE |
| $122,424 | $0 | $0 | DO NOT TOUCH PROJECT |
| $117,289 | $0 | $0 | ROSE FINANCIAL GRANT |
| $105,877 | $0 | $0 | MEDICAL PRIVACY |
| $104,461 | $0 | INSURANCE PROJECTS | |
| $74,430 | $0 | $0 | IP TRANSITION |
| $61,796 | $0 | $0 | PRIVACY PROJECT |
| $49,164 | $0 | HOUSING EDUCATION | |
| $31,717 | $0 | PAYROLL GUIDE | |
| $436,563 | $0 | ALL OTHER SMALL PROJECTS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,268,096 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $2,317,489 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 7 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 26 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL HEFFER | PersonNm |
| Phone | 4157779635 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 MAIN STREET SUITE 480 | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94105 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| PAT STURDEVANT | ||||||||
| PRESIDENT | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SUE HESTOR | ||||||||
| TREASURER | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| FAITH BAUTISTA | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ANNA ALVAREZ BOYD | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PASTOR HERRERA JR | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BEN LAU | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DR IRENE LEECH | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRIS BJORKLUND UNTIL 33114 | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KEN MCELDOWNEY | ||||||||
| SECRETARY & E.D. | 35.00 | 0.00 | Yes (X) | $192,179 | $0 | $26,215 | ||
| KATHY LI | ||||||||
| DIRECTOR, SAN FRANCISCO OFFICE | 35.00 | 0.00 | $139,017 | $0 | $15,574 | Yes (X) | ||
| LINDA SHERRY | ||||||||
| DIRECTOR,NATIONAL PRIORITIES | 35.00 | 0.00 | $133,242 | $0 | $20,631 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $464,438 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $62,420 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $3,630 | MembershipDuesAmt |
| Fundraising | $225,925 | FundraisingAmt |
| All Other Contributions | $2,675,414 | AllOtherContributionsAmt |
| Total Contributions | $2,904,969 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRACT INCOME | Desc |
| Total Revenue Column | $3,984 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,984 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,984 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,731 | TotalRevenueColumnAmt |
| Exclusion | $33,731 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $225,925 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS RECEIPTS | Desc |
| Total Revenue Column | $208 | TotalRevenueColumnAmt |
| Exclusion | $208 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $208 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,942,892 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,984 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $33,939 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,500 | TotalAmt |
| Program Services | $17,500 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $238,246 | TotalAmt |
| Program Services | $190,980 | ProgramServicesAmt |
| Management And General | $18,195 | ManagementAndGeneralAmt |
| Fundraising | $29,071 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,506,689 | TotalAmt |
| Program Services | $1,156,928 | ProgramServicesAmt |
| Management And General | $309,958 | ManagementAndGeneralAmt |
| Fundraising | $39,803 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,552 | TotalAmt |
| Program Services | $55,954 | ProgramServicesAmt |
| Management And General | $14,673 | ManagementAndGeneralAmt |
| Fundraising | $1,925 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,439 | TotalAmt |
| Program Services | $128,306 | ProgramServicesAmt |
| Management And General | $29,843 | ManagementAndGeneralAmt |
| Fundraising | $5,290 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,836 | TotalAmt |
| Program Services | $99,240 | ProgramServicesAmt |
| Management And General | $22,839 | ManagementAndGeneralAmt |
| Fundraising | $4,757 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,225 | TotalAmt |
| Management And General | $10,225 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,992 | TotalAmt |
| Program Services | $24,716 | ProgramServicesAmt |
| Management And General | $482 | ManagementAndGeneralAmt |
| Fundraising | $44,794 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $211,855 | TotalAmt |
| Program Services | $168,330 | ProgramServicesAmt |
| Management And General | $39,739 | ManagementAndGeneralAmt |
| Fundraising | $3,786 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,840 | TotalAmt |
| Program Services | $47,328 | ProgramServicesAmt |
| Management And General | $44,512 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $206,732 | TotalAmt |
| Program Services | $171,988 | ProgramServicesAmt |
| Management And General | $28,359 | ManagementAndGeneralAmt |
| Fundraising | $6,385 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,548 | TotalAmt |
| Program Services | $45,545 | ProgramServicesAmt |
| Management And General | $1,761 | ManagementAndGeneralAmt |
| Fundraising | $9,242 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $210,774 | TotalAmt |
| Program Services | $210,674 | ProgramServicesAmt |
| Management And General | $100 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,571 | TotalAmt |
| Management And General | $5,571 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,308 | TotalAmt |
| Management And General | $9,308 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUES, FEES AND MISC. | Desc |
| Total | $25,321 | TotalAmt |
| Management And General | $25,321 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,023,428 | TotalAmt |
| Program Services | $2,317,489 | ProgramServicesAmt |
| Management And General | $560,886 | ManagementAndGeneralAmt |
| Fundraising | $145,053 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $169,151 | BOYAmt |
| EOY | $225,924 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,332,021 | BOYAmt |
| EOY | $7,355,205 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $40,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,010,800 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,929 | BOYAmt |
| EOY | $33,665 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $62,069 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $49,947 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,040 | BOYAmt |
| EOY | $12,122 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $14,914 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,581,941 | BOYAmt |
| EOY | $7,681,830 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $216,056 | BOYAmt |
| EOY | $296,481 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $216,056 | BOYAmt |
| EOY | $296,481 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,017,580 | BOYAmt |
| EOY | $835,257 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,348,305 | BOYAmt |
| EOY | $6,550,092 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,365,885 | BOYAmt |
| EOY | $7,385,349 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,581,941 | BOYAmt |
| EOY | $7,681,830 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$80,536 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $100,000 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,383,938 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,775,882 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,144,055 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,440,806 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,904,969 | CurrentTaxYearAmt |
| Total | $15,649,650 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,383,938 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,775,882 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,144,055 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,440,806 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,904,969 | CurrentTaxYearAmt |
| Total | $15,649,650 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $7,183,894 | SubstantialContributorsTotAmt |
| Public Support Total170 | $8,465,756 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $120,009 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $70,065 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $57,130 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $49,158 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,731 | CurrentTaxYearAmt |
| Total | $330,093 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $208 | CurrentTaxYearAmt |
| Total | $208 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $15,979,951 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,984 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.52980 | PublicSupportCY170Pct |
| Public Support PY170 | 0.96580 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS RECEIPTS - 2013 AMOUNT: $ 208. | ExplanationTxt |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | Yes (1) | MailingsMembersInd |
| Mailings Members | $500 | MailingsMembersAmt |
| Publications Or Broadcast | Yes (1) | PublicationsOrBroadcastInd |
| Publications Or Broadcast | $1,500 | PublicationsOrBroadcastAmt |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $3,007 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $5,007 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
| Tax4912 | $0 | Tax4912Amt |
| Managers4912 Tax | $0 | Managers4912TaxAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | CONSUMER ACTION TAKES POSITIONS ON LEGISLATIVE ISSUES OF INTEREST TO CONSUMERS IN BOTH SACRAMENTO, CALIFORNIA AND WASHINGTON, DC. IT WORKS WITH COALITIONS OF OTHER PUBLIC INTEREST ORGANIZATIONS TO FIGHT FOR THE RIGHTS OF CONSUMERS AROUND THE NATION. CONSUMER ACTION TOOK POSITIONS ON CONSUMER LEGISLATION, CONTACTING LEGISLATORS AND THEIR STAFFS BY PHONE, E-MAIL, MAIL AND IN PERSON, AND URGED CONSUMERS TO COMMUNICATE WITH THEIR LEGISLATORS ABOUT PROPOSED LAWS. CONSUMER ACTION UTILIZED THE COMPUTER SERVICES OF SALSA LABS TO PROMOTE CONTACT ON ISSUES BETWEEN CITIZENS AND THE CONGRESS AND CALIFORNIA STATE LEGISLATURE. CONSUMER ACTION ADVOCATED POSITIONS ON FEDERAL AND CALIFORNIA MEASURES, COVERING SUCH ISSUES AS: HEALTH INSURANCE, FINANCIAL SERVICES REGULATION, CREDIT CARD PAYMENTS AND FEES, UNIVERSAL DEFAULT ON CREDIT CARDS, MORTGAGE BROKERS, THE PRIVACY OF CONSUMER FINANCIAL AND MEDICAL RECORDS, PREDATORY LENDING, IDENTITY THEFT, ELDER ABUSE, CONSUMER WARRANTIES AND FOOD LABELING AND SAFETY. LEGISLATION LOBBIED ON BY CONSUMER ACTION DURING THE PAST YEAR INCLUDED: FEDERAL: HR 2543: END DISCRIMINATORY STATE TAXES FOR AUTO RENTERS ACT HR 5130: PROTECTING CONSUMERS FROM UNREASONABLE CREDIT RATES ACT HR 4714: CAMPUS DEBIT CARDS ACT S 2385: THE PROTECTING AID FOR STUDENTS ACT HR 4383: BUREAU OF CONSUMER FINANCIAL PROTECTION SMALL BUSINESS ADVISORY BOARD ACT HR 4262: BUREAU ADVISORY COMMISSION TRANSPARENCY ACT S 1282: 21ST CENTURY GLASS-STEAGALL ACT S 1903: PREPAID CARD DISCLOSURE ACT S 1187/HR 2783: MORTGAGE FORGIVENESS TAX RELIEF ACT S 2260: EXPIRING PROVISIONS IMPROVEMENT, REFORM AND EFFICIENCY ACT: S 2292: BANK ON STUDENTS EMERGENCY LOAN REFINANCING ACT CALIFORNIA: SB 1439: STOP ELLIS ACT ABUSES SB 1348: ONLINE DATA BROKERS: SALE OF PERSONAL INFORMATION DETAILS ABOUT CONSUMER ACTION'S POSITIONS ON LEGISLATION AND OTHER ISSUES CAN BE FOUND AT ITS WEB SITE: WWW.CONSUMER-ACTION.ORG | ExplanationTxt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $62,069 | OtherCostOrOtherBasisAmt |
| Depreciation | $49,947 | DepreciationAmt |
| Book Value | $12,122 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $12,122 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $2,942,891 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,942,891 | RevenueSubtotalAmt |
| Other Revenues Not Included | $1 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,942,892 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,023,428 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,023,428 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,023,428 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART XI, LINE 4B - OTHER ADJUSTMENTS: | FormAndLineReferenceDesc |
| Explanation | SMALL ADJUSTMENT FOR BEGINNING BALANCE | ExplanationTxt |
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 |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROLE BERKE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7412 OAK LANE | AddressLine1 |
| City | CHEVY CHASE | City |
| State | MD | State |
| ZIP Code | 20815 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | FUNDRAISING CONSULTING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $255,925 | GrossReceiptsAmt |
| Retained By Contractor | $44,500 | RetainedByContractorAmt |
| Net To Organization | $211,425 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $255,925 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $44,500 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $211,425 | TotalNetToOrganizationAmt |
| Licensed States | CA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ANNIVERSARY FUNDRAISING CELEBRATION | NameOfEvent1Amt |
| Gross Receipts Event1 | $225,925 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $225,925 | CharitableContriEvent1Amt |
| Gross Receipts Total | $225,925 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $225,925 | CharitableContributionsTotAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE OUTREACH STAFF OF CONSUMER ACTION IS RESPONSIBLE FOR MAKING SURE THAT THE COMMITMENTS SPECIFIED IN THE STIPEND AGREEMENTS ARE COMPLETED. PARTICIPATING AGENCIES AGREE TO REPORT ON THE WORK THEY ACCOMPLISHED, AS OUTLINED IN THE AGREEMENTS. THE PURPOSE OF THE GRANTS IS TO PROVIDE CONSUMER EDUCATION AROUND THE COUNTRY TO THE CLIENTS AND/OR MEMBERS OF THE GRANTEE AGENCIES, USING CONSUMER ACTION'S MONEYWISE FINANCIAL EDUCATION MATERIALS. THE CLIENTS OF THESE AGENCIES INCLUDE: AFRICAN AMERICAN VETERANS, WOMEN, PEOPLE WITH DISABILITIES, THE INCARCERATED, THE HOMELESS OR PEOPLE OF LIMITED MEANS; CAMBODIAN, LAOTIAN AND VIETNAMESE AMERICANS; OTHER ASIAN AMERICANS, PACIFIC ISLANDERS, NATIVE HAWAIIANS, REFUGEES AND IMMIGRANTS. AT THE CONCLUSION OF THE PROJECTS, CONSUMER ACTION STAFF REVIEW THE REPORTS OF THE AGENCIES TO DETERMINE WHETHER THE WORK ACCOMPLISHED MEETS THE GOALS OF THE AGREEMENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Payments For Use Of Residence | Yes (X) | PaymentsForUseOfResidenceInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | 0 | SubstantiationRequiredInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KEN MCELDOWNEY | ||||||||||||||
| SECRETARY & E.D. | $187,050 | $0 | $5,129 | $0 | $0 | $0 | $10,495 | $0 | $15,720 | $0 | $218,394 | $0 | $0 | $0 |
| KATHY LI | ||||||||||||||
| DIRECTOR, SAN FRANCISCO OFFICE | $135,612 | $0 | $3,405 | $0 | $0 | $0 | $6,982 | $0 | $8,592 | $0 | $154,591 | $0 | $0 | $0 |
| LINDA SHERRY | ||||||||||||||
| DIRECTOR,NATIONAL PRIORITIES | $129,984 | $0 | $3,258 | $0 | $0 | $0 | $6,663 | $0 | $13,968 | $0 | $153,873 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | IN 2005 THE CONSUMER ACTION BOARD DIRECTED THE STAFF TO REIMBURSE LINDA SHERRY $225 PER MONTH FOR THE USE OF HER HOME AS THE DISTRICT OF COLUMBIA OFFICE FOR THE ORGANIZATION. THE BOARD CONCLUDED THAT REIMBURSING SHERRY FOR DEDICATING PART OF HER HOME AS AN OFFICE MADE MORE SENSE THAN OPENING A SEPARATE OFFICE FOR THE ORGANIZATION, AND PROVIDED SUBSTANTIAL FINANCIAL SAVINGS TO THE ORGANIZATION. SHERRY RECEIVES MAIL AT HER HOME AND CONDUCTS BUSINESS ON BEHALF OF THE ORGANIZATION FROM THAT LOCATION | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 8B | THE ORGANIZATION DOES NOT HAVE A COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11 | ALL BOARD MEMBERS RECEIVED COPIES OF THE FILED FORM 990, AND DISCUSSED ITS CONTENTS AT A BOARD MEETING. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS ARE REQUIRED TO FILL OUT AND SIGN ANNUALLY A DISCLOSURE FORM INDICATING WHETHER OR NOT THEY HAVE OR MAY HAVE ANY CONFLICTS OF INTEREST. ON AN ANNUAL BASIS THEY ARE ASKED TO AFFIRM THAT NO CONFLICT HAS ARISEN. THIS THEY MAY DO VERBALLY AT A BOARD MEETING. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD REVIEWED A SURVEY OF OTHER BAY AREA NON-PROFIT SALARIES AND UPDATED COMPENSATION IN 2006. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | INCREASE FROM RECLASSIFICATION OF CONTRIBUTION TO PRIOR YEAR 100,000. |
| FORM 990, PART XII, LINE 2B | THE AUDIT COMMITTEE SELECTS AND OVERSEES AN INDEPENDENT ACCOUNTING FIRM TO CONDUCT THE AUDIT. NO CHANGE IN THE SELECTION METHOD OCCURRED THIS YEAR. |
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