PARTNERSHIP FOR REGIONALEDUCATIONAL PREPARATION-KANSAS CITY: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- PARTNERSHIP FOR REGIONALEDUCATIONAL PREPARATION-KANSAS CITY (EIN 26-0524230)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-04-10
- IRS object ID
- 201401009349300140
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-04-10T15:49:51-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341874260 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11440 TOMAHAWK CREEK PARKWAY | AddressLine1 |
| City | LEAWOOD | City |
| State | KS | State |
| ZIP Code | 66211 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 260524230 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARTNERSHIP FOR REGIONAL EDUCATIONAL | BusinessNameLine1 |
| Business Name Line2 | PREPARATION - KANSAS CITY INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PART | NameControl |
| Phone | 8167531000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 W 47TH NO 210 | AddressLine1 |
| City | KANSAS CITY | City |
| State | MO | State |
| ZIP Code | 64112 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SUSAN WALLY | Name |
| Title | PRESIDENT & CEO | Title |
| Phone | 8167531000 | Phone |
| Date Signed | 2014-03-31 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9132341000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Name Of Principal Officer Person | SUSAN WALLY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 W 47TH NO 210 | AddressLine1 |
| City | KANSAS CITY | City |
| State | MO | State |
| ZIP Code | 64112 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1586427 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.PREPKC.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2007 | YearFormation |
| State Legal Domicile | MO | StateLegalDomicile |
| Activity Or Mission Description | PREP-KC IS IMPROVING THE EDUCATION OF KANSAS CITY'S URBAN STUDENTS BY PROVIDING RESOURCES TO PREPARE ALL STUDENTS FOR COLLEGE AND CAREERS. WORKING WITH FIVE BI-STATE URBAN SCHOOL DISTRICTS SERVING MORE THAN 50,000 MOSTLY LOW-INCOME STUDENTS, PREP-KC IS SUPPORTING A MORE RIGOROUS MATH CURRICULUM, PROVIDING THE OPPORTUNITY FOR STUDENTS TO EARN COLLEGE CREDIT WHILE IN HIGH SCHOOL, AND OFFERING CAREER-READINESS EXPERIENCES TO PREPARE STUDENTS FOR FUTURE EMPLOYMENT OPPORTUNITIES. PREP-KC OFFERS INVESTORS THE OPPORTUNITY TO FOCUS RESOURCES ON IMPROVING URBAN PUBLIC EDUCATION BY SUPPORTING THESE PROVEN STRATEGIES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 8 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 8 | NbrIndependentVotingMembers |
| Total Nbr Employees | 9 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1523703 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1222217 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 43715 | InvestmentIncomePriorYear |
| Investment Income Current Year | 89275 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1567418 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1311492 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 735749 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 723387 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 151911 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1147693 | OtherExpensePriorYear |
| Other Expenses Current Year | 781507 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1883442 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1504894 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -316024 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -193402 | RevenuesLessExpensesCY |
| Total Assets BOY | 4363792 | TotalAssetsBOY |
| Total Assets EOY | 4242899 | TotalAssetsEOY |
| Total Liabilities BOY | 142828 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 137360 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 4220964 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 4105539 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | PREP-KC IS IMPROVING THE EDUCATION OF KANSAS CITY'S URBAN STUDENTS BY PROVIDING RESOURCES TO PREPARE ALL STUDENTS FOR COLLEGE AND CAREERS. WORKING WITH FIVE BI-STATE URBAN SCHOOL DISTRICTS SERVING MORE THAN 50,000 MOSTLY LOW-INCOME STUDENTS, PREP-KC IS SUPPORTING A MORE RIGOROUS MATH CURRICULUM, PROVIDING THE OPPORTUNITY FOR STUDENTS TO EARN COLLEGE CREDIT WHILE IN HIGH SCHOOL, AND OFFERING CAREER-READINESS EXPERIENCES TO PREPARE STUDENTS FOR FUTURE EMPLOYMENT OPPORTUNITIES. PREP-KC OFFERS INVESTORS THE OPPORTUNITY TO FOCUS RESOURCES ON IMPROVING URBAN PUBLIC EDUCATION BY SUPPORTING THESE PROVEN STRATEGIES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1243111 | Expense |
| Description | SEE SCHEDULE OPREP-KC -- WITH SCHOOL DISTRICTS AND THEIR INDIVIDUAL SCHOOLS -- FOCUSES RESOURCES (TIME, FUNDING, AND PEOPLE) ON DEVELOPING CAPACITY INSIDE THESE DISTRICTS. THIS INCLUDES PROVIDING COACHING AND PROFESSIONAL DEVELOPMENT FOR TEACHERS AND SCHOOL/DISTRICT LEADERS IN ORDER TO IMPLEMENT MORE EFFECTIVE TEACHING STRATEGIES, AND ALSO TO CREATE NEW PARTNERSHIP WITH HIGHER EDUCATION LEADERS AND BUSINESS LEADERS, FOCUSED ON COLLEGE AND CAREER PREPARATION. WE ARE GUIDED BY THE BELIEF THAT THE QUALITY OF EDUCATION FOR KANSAS CITY'S URBAN YOUTH WILL HAVE A POWERFUL AND LASTING EFFECT NOT ONLY ON STUDENTS' LIVES, BUT ALSO ON THE QUALITY OF ECONOMIC AND CIVIC LIFE THROUGHOUT OUR REGION.PREP-KC IS UNIQUELY POSITIONED TO TAKE ON THIS WORK SUCCESSFULLY BECAUSE: 1) WE HAVE LONG-TERM, HIGH-TRUST, EFFECTIVE RELATIONSHIPS WITH THE DISTRICT LEADERSHIP TEAMS, SCHOOL LEADERSHIP TEAMS, AND TEACHERS IN OUR PARTNER-DISTRICTS, 2) WE HAVE A PROVEN SET OF STRATEGIES THAT ARE IMPROVING ACADEMIC OUTCOMES FOR URBAN STUDENTS, AND 3) WE HAVE A WEB-BASED DATA DASHBOARD TO MEASURE PROGRESS AND GUIDE IMPLEMENTATION.THE PREP-KC TEAM IS UNIQUELY SKILLED AT COLLABORATING WITH EDUCATORS TO DESIGN AND IMPLEMENT IMPROVEMENT STRATEGIES. ADDITIONALLY, THE PREP-KC TEAM IS EXPERT IN USING DATA TO GUIDE IMPLEMENTATION AND CREATE ACCOUNTABILITY FOR RESOURCES.PREP-KC WAS FOUNDED IN 2005 IN PARTNERSHIP WITH THE CIVIC COUNCIL OF GREATER KANSAS CITY AND THE GREATER KANSAS CITY COMMUNITY FOUNDATION AS A REGIONAL EDUCATIONAL INTERMEDIARY TO FOCUS RESOURCES ON IMPROVING COLLEGE AND CAREER PREPARATION FOR THE BI-STATE REGION'S URBAN STUDENTS. SINCE OUR FOUNDING, PREP-KC HAS DEVELOPED HIGH-TRUST RELATIONSHIPS WITH KANSAS CITY'S SIX URBAN SCHOOL DISTRICTS WHICH COLLECTIVELY SERVE NEARLY HALF OF THE 5-COUNTY REGION'S LOW-INCOME STUDENTS AND STUDENTS-OF-COLOR, AND A GROWING NUMBER OF ENGLISH LANGUAGE LEARNERS. EVIDENCE OF OUR SUCCESS INCLUDES IMPROVEMENTS IN ACADEMIC OUTCOMES FOR STUDENTS SERVED BY OUR FIVE PARTNER SCHOOL DISTRICTS (AS MEASURED BY A WEB-BASED DATA DASHBOARD DEVELOPED BY PREP-KC AS A KEY ACCOUNTABILITY TOOL). FOCUS AREASMATH BENCHMARKINGPREP-KC WORKS WITH MATH DEPARTMENTS, OFTEN IN GRADES 2-12, TO EQUIP TEACHERS WITH THE NECESSARY SUPPORTS TO RAISE THE RIGOR OF ALL MATH CLASSES TO PREPARE ALL STUDENTS FOR SUCCESS IN ADVANCED MATH CLASSES. MORE THAN EVER BEFORE, ADVANCED MATH IS REQUIRED FOR SUCCESS IN HIGHER EDUCATION AND IN HIGH-GROWTH CAREERS IN THE KANSAS CITY REGION. STUDIES SHOW THAT WHEN STUDENTS EXPERIENCE SUCCESS IN MATH, THEIR CONFIDENCE ALSO IMPROVES IN OTHER SUBJECTS.WORKFORCE PREPARATIONPREP-KC HAS CREATED SIX NEW CAREER ACADEMIES IN HIGH-GROWTH FIELDS SUCH AS BIOTECHNOLOGY, BUSINESS/FINANCE, AND ENGINEERING. THESE ACADEMIES GIVE STUDENTS EARLY BUSINESS EXPERIENCES AND INDUSTRY KNOWLEDGE. THESE BUSINESS/INDUSTRY-BASED EXPERIENCES HELP STUDENTS WHO MIGHT NOT OTHERWISE HAVE THESE OPPORTUNITIES, DEVELOP ASPIRATIONS FOR THEIR FUTURES, HELPING THEM TO DEVELOP CONCRETE PLANS FOR POSTSECONDARY EDUCATION AND ULTIMATELY, EMPLOYMENT.EARLY COLLEGE OPPORTUNITIESBY WORKING WITH URBAN HIGH SCHOOLS AND AREA HIGHER EDUCATION INSTITUTIONS, PREP-KC IS ESTABLISHING MULTIPLE OPPORTUNITIES FOR HIGH SCHOOL STUDENTS TO TAKE COLLEGE COURSES WHILE STILL IN HIGH SCHOOL. THIS IS ESPECIALLY CRITICAL FOR FIRST-GENERATION HIGH SCHOOL GRADUATES AND FIRST-GENERATION COLLEGE APPLICANTS. STUDIES SHOW THAT STUDENTS WHO SUCCESSFULLY COMPLETE COLLEGE COURSES BEFORE THE END OF THEIR HIGH SCHOOL EDUCATION ARE MORE LIKELY TO COMPLETE POSTSECONDARY EDUCATION. IN ADDITION, LOW-INCOME STUDENTS CAN REDUCE THE COST OF POSTSECONDARY EDUCATION BY COMPLETING SOME COURSES WHILE ATTENDING HIGH SCHOOL. | Description |
| Total Program Service Expense | 1243111 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 9 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 8 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 8 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MO | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | GREATER KC COMMUNITY FNDT | NamePerson |
| Telephone Number | 8168420944 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1055 BROADWAY SUITE 130 | AddressLine1 |
| City | KANSAS CITY | City |
| State | MO | State |
| ZIP Code | 64105 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (10 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| LEO MORTON | ||||||
| BOARD CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| DAVID WARM | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| RAY DANIELS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| RAMON MURGUIA | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| EDWARD HONESTY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| TOM FORRESTER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CHRIS GENTILE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MADELINE ROMIOUS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SUSAN WALLY | ||||||
| PRESIDENT & CEO | 60.00 | X | X | 159068 | 0 | 0 |
| KATHLEEN BOYLE DALEN | ||||||
| VICE PRESIDENT | 60.00 | X | 145861 | 0 | 8900 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 304929 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 8900 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MR DENNIS K CHACONAS | NamePerson |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 836 GROSVENOR PLACE | AddressLine1 |
| City | OAKLAND | City |
| State | CA | State |
| ZIP Code | 94610 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | CONSULTING SERVICES | DescriptionOfServices |
| Compensation | 408800 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| All Other Contributions | 1222217 | AllOtherContributions |
| Total Contributions | 1222217 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 47669 | TotalRevenueColumn |
| Exclusion | $47,669 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 316541 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 274935 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 41606 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 41606 | TotalRevenueColumn |
| Exclusion | $41,606 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1311492 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $89,275 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 313933 | Total |
| Program Services | 156967 | ProgramServices |
| Management And General | 31393 | ManagementAndGeneral |
| Fundraising | 125573 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 409454 | Total |
| Program Services | 371106 | ProgramServices |
| Management And General | 12010 | ManagementAndGeneral |
| Fundraising | 26338 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 901 | Total |
| Management And General | 901 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24000 | Total |
| Management And General | 24000 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4912 | Total |
| Program Services | 2456 | ProgramServices |
| Management And General | 2456 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5927 | Total |
| Program Services | 5927 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60851 | Total |
| Program Services | 30426 | ProgramServices |
| Management And General | 30425 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| CONSULTING FEES | 466449 | 466449 | |
| COACHING/TRAINING | 192204 | 192204 | |
| MISCELLANEOUS EXPENSES | 26263 | 17576 | 8687 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1504894 | Total |
| Program Services | 1243111 | ProgramServices |
| Management And General | 109872 | ManagementAndGeneral |
| Fundraising | 151911 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2117254 | BOY |
| EOY | 2065716 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 302930 | BOY |
| EOY | 250000 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 67600 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 917 | BOY |
| EOY | 0 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1942691 | BOY |
| EOY | 1859583 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4363792 | BOY |
| EOY | 4242899 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 142828 | BOY |
| EOY | 137360 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 142828 | BOY |
| EOY | 137360 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3428150 | BOY |
| EOY | 3468017 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 792814 | BOY |
| EOY | 637522 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4220964 | BOY |
| EOY | 4105539 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4363792 | BOY |
| EOY | 4242899 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -193402 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 77977 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2799491 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1009354 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 910964 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1523703 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1222217 | CurrentTaxYear |
| Total | 7465729 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2799491 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1009354 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 910964 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1523703 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1222217 | CurrentTaxYear |
| Total | 7465729 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 3999955 | AmountsSubstContributorsTotal |
| Public Support Total170 | 3465774 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 127241 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 75091 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 58639 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 51889 | CurrentTaxYearMinus1Year |
| Current Tax Year | 47669 | CurrentTaxYear |
| Total | 360529 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 7826258 | TotalSupport |
| Public Support Pertcentage170 | 0.44280 | PublicSupportPertcentage170 |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
| Tot Revenue Etc Audited Fincl Stmt | 1388568 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 77977 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 77977 | RevenueNotRptdF990 |
| Revenue Subtotal | 1310591 | RevenueSubtotal |
| Investment Expenses Not Included | 901 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 901 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1311492 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1503993 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1503993 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 901 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 901 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1504894 | TotalExpensesPerForm990 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SUSAN WALLY | ||||||||||||||
| PRESIDENT & CEO | 159068 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 159068 | 0 | 0 | 0 |
| KATHLEEN BOYLE DALEN | ||||||||||||||
| VICE PRESIDENT | 145861 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 8900 | 0 | 154761 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE ORGANIZATION'S OFFICERS WILL REVIEW THE FORM 990 PRIOR TO FILING THE RETURNS WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL BOARD MEMBERS AND DIRECTORS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. IF INTERESTS ARISE DURING THE YEAR THEY MUST NOTIFY THE CORPORATION'S BOARD OF DIRECTORS OR EXECUTIVE COMMITTEE AS SOON AS SUCH KNOWLEDGE OF ANY POTENTIAL CONFLICTS ARISE. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE COMPENSATION OF THE CEO OF THE ORGANIZATION WAS DETERMINED AND APPROVED BY THE BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC FOR REVIEW AT THEIR OFFICES FROM 8 A.M. - 5 P.M., MONDAY THROUGH FRIDAY. |
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