TALLER SAN JOSE HOPE BUILDERS: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- TALLER SAN JOSE HOPE BUILDERS (EIN 59-3816355)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-01
- IRS object ID
- 201411219349300631
- Schema version
- 2012v2.0
- 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) |
|---|---|---|
| Timestamp | 2014-05-01T10:58:39-07:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593816355 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Taller San Jose | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TALL | NameControl |
| Phone | 7145435105 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Nancy Loughrey | Name |
| Title | CFO | Title |
| Date Signed | 2014-05-01 | DateSigned |
| 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) |
|---|---|---|
| Name Of Principal Officer Person | Shawna E Smith | NameOfPrincipalOfficerPerson |
| Gross Receipts | 3817731 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.tallersanjose.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2005 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | Taller San Jose (St. Josephs Workshop) walks undereducated, unskilled and unemployed youth out of poverty and on to self-reliance through educational and job-training programs. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 34 | TotalNbrEmployees |
| Total Nbr Volunteers | 64 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 2420738 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3310060 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 120815 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 269446 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 15900 | InvestmentIncomePriorYear |
| Investment Income Current Year | 10604 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 116412 | OtherRevenuePriorYear |
| Other Revenue Current Year | 110616 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2673865 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3700726 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 264188 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 269950 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1735007 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1936021 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 488264 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 672505 | OtherExpensePriorYear |
| Other Expenses Current Year | 1158840 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2671700 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3364811 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2165 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 335915 | RevenuesLessExpensesCY |
| Total Assets BOY | 4842228 | TotalAssetsBOY |
| Total Assets EOY | 4534915 | TotalAssetsEOY |
| Total Liabilities BOY | 1423973 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 652275 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3418255 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 3882640 | NetAssetsOrFundBalancesEOY |
| Mission Description | Taller San Jose (St. Josephs Workshop) walks undereducated, unskilled and unemployed youth out of poverty and on to self-reliance. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 1591180 | Expense |
| Grants | 269950 | Grants |
| Revenue | 31506 | Revenue |
| Description | 16-20 week Training Academies in Construction, Healthcare Careers and Business Administration: These academies include a mix of hands-on training and classroom learning. Trainees are paid a $100 weekly stipend and instructors model the employer-employee relationship. Contextualized basic skills remediation, financial assistance for childcare and transportation and 32 hours of both life skills and job readiness training are all embedded into the curriculum. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 665745 | Expense |
| Description | Pathways includes 24 months of Employment Placement for youth who have completed the training academy; and 24 months of links to Education Pathways to help youth achieve advanced certifications and enroll in and persist through post-secondary degree programs. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 287487 | Expense |
| Description | 28 months of Case Management: Each trainee is assigned a Support Services Specialist, who provides intensive case management to help the trainee address the social and emotional issues which may prevent them from finding and keeping employment, connects the trainee to outside community resources as needed, and who ensures that youth access resources within employment placement and education pathways to achieve their goals. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 2544412 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | true | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | true | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 143 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 1 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 34 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | false | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | true | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 1 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | true | InvestmentInJointVenture |
| Written Policy Or Procedure | true | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Nancy Loughrey | NamePerson |
| Telephone Number | 7145435105 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (18 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer |
|---|---|---|---|---|---|---|---|
| Karyn Mendoza | |||||||
| Dir. of Prog. | 40.00 | 0.00 | 83543 | 0 | 18145 | ||
| Christa Sheehan | |||||||
| Dir. of Adv. | 40.00 | 0.00 | 103637 | 0 | 21892 | ||
| Alex Fortunati | |||||||
| Director | 1.00 | 0.00 | 0 | 0 | 0 | ||
| Angela Wergechik | |||||||
| Director | 2.00 | 0.00 | 0 | 0 | 0 | ||
| Sr Eileen McNerney | |||||||
| Director | 2.00 | 0.00 | 0 | 0 | 0 | ||
| Kevin Wijawickrama | |||||||
| Director | 1.00 | 0.00 | 0 | 0 | 0 | ||
| Katie Rodin | |||||||
| Director | 1.00 | 0.00 | 0 | 0 | 0 | ||
| Larry Stofko | |||||||
| Director | 1.00 | 0.00 | 0 | 0 | 0 | ||
| Dan Young | |||||||
| Director | 1.00 | 0.00 | 0 | 0 | 0 | ||
| George Urch | |||||||
| Director | 1.00 | 0.00 | 0 | 0 | 0 | ||
| Christopher Leo | |||||||
| Director | 1.00 | 0.00 | 0 | 0 | 0 | ||
| Tom Honan | |||||||
| Director | 2.00 | 0.00 | 0 | 0 | 0 | ||
| Dolores Gonzales-Hayes | |||||||
| Director | 1.00 | 0.00 | 0 | 0 | 0 | ||
| Richard Heim | |||||||
| Director | 1.00 | 0.00 | 0 | 0 | 0 | ||
| Katie Skelton | |||||||
| Director | 1.00 | 0.00 | 0 | 0 | 0 | X | |
| Shawna Smith Gotreau | |||||||
| Executive Dir. | 40.00 | 0.00 | 147439 | 0 | 27842 | X | X |
| Jeff Randolph | |||||||
| Chairman | 4.00 | 0.00 | 0 | 0 | 0 | X | |
| Nancy Loughrey | |||||||
| CFO | 40.00 | 0.00 | 86134 | 0 | 18447 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 420753 | TotalReportableCompFromOrg |
| Total Other Compensation | 86326 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 528135 | FundraisingEvents |
| All Other Contributions | 2781925 | AllOtherContributions |
| Noncash Contributions | 285306 | NoncashContributions |
| Total Contributions | 3310060 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Publications | 451211 | 1892 | 1892 |
| Property development | 230000 | 197930 | 197930 |
| Program Sharing | 230000 | 23541 | 23541 |
| Participation fee | 230000 | 14500 | 14500 |
| Funded Curriculum | 611600 | 31583 | 31583 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 269446 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 13427 | TotalRevenueColumn |
| Related Or Exempt Function Income | 13427 | RelatedOrExemptFunctionIncome |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 500 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1157 | Securities |
| Other | 2166 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -1157 | Securities |
| Other | -1666 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -2823 | TotalRevenueColumn |
| Related Or Exempt Function Income | -2823 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 177098 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 528135 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 68682 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 108416 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 47200 | GrossIncomeGaming |
| Gaming Direct Expenses | 45000 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2200 | TotalRevenueColumn |
| Related Or Exempt Function Income | -45000 | RelatedOrExemptFunctionIncome |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3700726 | TotalRevenueColumn |
| Related Or Exempt Function Income | 235050 | RelatedOrExemptFunctionIncome |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 269950 | Total |
| Program Services | 269950 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 282630 | Total |
| Program Services | 131038 | ProgramServices |
| Management And General | 115621 | ManagementAndGeneral |
| Fundraising | 35971 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1270130 | Total |
| Program Services | 956271 | ProgramServices |
| Management And General | 83700 | ManagementAndGeneral |
| Fundraising | 230159 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55214 | Total |
| Program Services | 41667 | ProgramServices |
| Management And General | 3613 | ManagementAndGeneral |
| Fundraising | 9934 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 230184 | Total |
| Program Services | 185555 | ProgramServices |
| Management And General | 11356 | ManagementAndGeneral |
| Fundraising | 33273 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 97863 | Total |
| Program Services | 73853 | ProgramServices |
| Management And General | 6403 | ManagementAndGeneral |
| Fundraising | 17607 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23194 | Total |
| Management And General | 23194 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24230 | Total |
| Management And General | 24230 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 127768 | Total |
| Program Services | 21856 | ProgramServices |
| Management And General | 7551 | ManagementAndGeneral |
| Fundraising | 98361 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61342 | Total |
| Program Services | 28507 | ProgramServices |
| Management And General | 20383 | ManagementAndGeneral |
| Fundraising | 12452 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46403 | Total |
| Program Services | 26784 | ProgramServices |
| Management And General | 6354 | ManagementAndGeneral |
| Fundraising | 13265 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 195585 | Total |
| Program Services | 158062 | ProgramServices |
| Management And General | 10714 | ManagementAndGeneral |
| Fundraising | 26809 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10256 | Total |
| Management And General | 10256 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 96704 | Total |
| Program Services | 91126 | ProgramServices |
| Management And General | 802 | ManagementAndGeneral |
| Fundraising | 4776 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6499 | Total |
| Management And General | 6499 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| other | 7123 | 7 | 1459 | 5657 |
| Program supplies | 160863 | 160863 | ||
| Supplementary programs | 398873 | 398873 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3364811 | Total |
| Program Services | 2544412 | ProgramServices |
| Management And General | 332135 | ManagementAndGeneral |
| Fundraising | 488264 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 219337 | BOY |
| EOY | 519444 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 1970 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 416300 | BOY |
| EOY | 336830 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 79968 | BOY |
| EOY | 183154 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40000 | BOY |
| EOY | 20000 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30218 | BOY |
| EOY | 19210 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2168733 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1002138 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1131229 | BOY |
| EOY | 1166595 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1149449 | BOY |
| EOY | 1234337 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1775727 | BOY |
| EOY | 1053375 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4842228 | BOY |
| EOY | 4534915 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 200973 | BOY |
| EOY | 269371 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 21712 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 952037 | BOY |
| EOY | 82821 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 270963 | BOY |
| EOY | 278371 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1423973 | BOY |
| EOY | 652275 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2631181 | BOY |
| EOY | 2771163 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 787074 | BOY |
| EOY | 1111477 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3418255 | BOY |
| EOY | 3882640 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4842228 | BOY |
| EOY | 4534915 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 335915 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 128470 | ReconciliationUnrealizedInvest |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
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
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1149449 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 141898 | InvestmentEarningsOrLosses |
| Other Expenditures | 57010 | OtherExpenditures |
| End Of Year Balance | 1234337 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1168232 | BeginningOfYearBalance |
| Contributions | 620 | Contributions |
| Investment Earnings Or Losses | 36963 | InvestmentEarningsOrLosses |
| Other Expenditures | 56366 | OtherExpenditures |
| End Of Year Balance | 1149449 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1038742 | BeginningOfYearBalance |
| Contributions | 1390 | Contributions |
| Investment Earnings Or Losses | 214725 | InvestmentEarningsOrLosses |
| Other Expenditures | 86625 | OtherExpenditures |
| End Of Year Balance | 1168232 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 947121 | BeginningOfYearBalance |
| Contributions | 1335 | Contributions |
| Investment Earnings Or Losses | 127496 | InvestmentEarningsOrLosses |
| Other Expenditures | 37210 | OtherExpenditures |
| End Of Year Balance | 1038742 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1229912 | BeginningOfYearBalance |
| Contributions | 21240 | Contributions |
| Investment Earnings Or Losses | -146099 | InvestmentEarningsOrLosses |
| Other Expenditures | 157932 | OtherExpenditures |
| End Of Year Balance | 947121 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1065583 | OtherCostOrOtherBasis |
| Depreciation | 273652 | Depreciation |
| Book Value | 791931 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 534305 | OtherCostOrOtherBasis |
| Depreciation | 372259 | Depreciation |
| Book Value | 162046 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 568845 | OtherCostOrOtherBasis |
| Depreciation | 356227 | Depreciation |
| Book Value | 212618 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1166595 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Rounding | 1 |
| Properties held for resale | 288844 |
| Other | 12774 |
| Hope Builders, Inc. | 751756 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 1053375 | TotalBookValueOtherAssets |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 3843321 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 128470 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 14125 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 142595 | RevenueNotRptdF990 |
| Revenue Subtotal | 3700726 | RevenueSubtotal |
| Total Revenue Per Form990 | 3700726 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3378936 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 14125 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 14125 | ExpensesNotRptdF990 |
| Expenses Subtotal | 3364811 | ExpensesSubtotal |
| Total Expenses Per Form990 | 3364811 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part X | Part X : FIN48 Footnote | ASC 740, Income Taxes, prescribes a recognition threshold and measurement attribute for a tax position taken or expected to be taken in a tax return that is not certain to be realized. The Joint Venture (see Note F) may be required to file annual partnership tax returns. Penalties may be assessed for failure to file returns. Such penalties would not likely exceed $500 for each year a return is not filed. With respect to all other matters, the Organization believes that it has appropriate support for income tax positions taken, therefore, management has not identified any uncertain income tax positions. |
| Part V, Line 4 | Part V, Line 4: Intended uses of the endowment fund. | Provide continuing support for operations. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | false | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | false | AgreementRefFundraising |
| Licensed States | CA | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Light Up a Life | NameOfEvent1 |
| Gross Receipts Event1 | 677185 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 528135 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 149050 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 8320 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 53442 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 2950 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Light Up a Life Auction | NameOfEvent2 |
| Gross Receipts Event2 | 28048 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 28048 | GrossRevenueEvent2 |
| Cash Prizes Event2 | 3970 | CashPrizesEvent2 |
| Gross Receipts Total | 705233 | GrossReceiptsTotal |
| Charitable Contributions Total | 528135 | CharitableContributionsTotal |
| Gross Revenue Total Events | 177098 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 3970 | CashPrizesTotalEvents |
| Rent Facility Costs Total Events | 8320 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 53442 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 2950 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 68682 | DirectExpenseSummaryEvents |
| Net Income Summary | 108416 | NetIncomeSummary |
Gaming Information GamingInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteer Labor Bingo | false | VolunteerLaborBingo |
| Volunteer Labor Pull Tabs | false | VolunteerLaborPullTabs |
| Gross Revenue Other Gaming | 47200 | GrossRevenueOtherGaming |
| Non Cash Prizes Other Gaming | 45000 | NonCashPrizesOtherGaming |
| Volunteer Labor Other Gaming | false | VolunteerLaborOtherGaming |
| Gross Revenue Total Gaming | 47200 | GrossRevenueTotalGaming |
| Non Cash Prizes Total Gaming | 45000 | NonCashPrizesTotalGaming |
| Direct Expense Summary Gaming | 45000 | DirectExpenseSummaryGaming |
| Net Gaming Income Summary | 2200 | NetGamingIncomeSummary |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | CA | StatesWhereGamingConducted |
| Licensed | true | Licensed |
| License Suspended Etc | false | LicenseSuspendedEtc |
| Gaming With Nonmembers | true | GamingWithNonmembers |
| Member Of Other Entity | false | MemberOfOtherEntity |
| Percentage Of Gaming Othr Facility | 1.00000 | PercentageOfGamingOthrFacility |
| Name Of Gaming Rec Keeper Person | Laura Palmer | NameOfGamingRecKeeperPerson |
Address Of Gaming Rec Keeper US AddressOfGamingRecKeeperUS
| 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) |
|---|---|---|
| Contract With3rd Party For Gam Rev | false | ContractWith3rdPartyForGamRev |
| Charitable Distrib Required | false | CharitableDistribRequired |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | false | RecordsMaintained |
| Total Nbr Of501 C3 And Govt Grants | 0 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Stipends paid to students | TypeOfGrant |
| Number Of Recipients | 167 | NumberOfRecipients |
| Amount Of Cash Grant | 267932 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 3109 | AmountOfNonCashAssistance |
| Method Of Valuation | face value | MethodOfValuation |
| Description Of Non Cash Assistance | clothing, gift cards | DescriptionOfNonCashAssistance |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
| Rebuttable Presumption Procedure | false | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Shawna Smith Gotreau | NamePerson |
| Title | Executive Dir. | Title |
| Base Compensation Filing Org | 116010 | BaseCompensationFilingOrg |
| Bonus Filing Org | 16005 | BonusFilingOrg |
| Other Compensation Filing Org | 20000 | OtherCompensationFilingOrg |
| Deferred Comp Filing Org | 8722 | DeferredCompFilingOrg |
| Nontaxable Benefits Filing Org | 19120 | NontaxableBenefitsFilingOrg |
| Total Compensation Filing Org | 179857 | TotalCompensationFilingOrg |
Schedule L IRS990ScheduleL
Loan Table LoanTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Shawna Smith | NamePerson |
| Relationship With Organization | Director | RelationshipWithOrganization |
| Purpose Of Loan | Incentiv | PurposeOfLoan |
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $100,000 | OriginalPrincipalAmount |
| Balance Due | 20000 | BalanceDue |
| Default | false | Default |
| Approved By Board | true | ApprovedByBoard |
| Written Agreement | true | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 20000 | TotalBalanceDue |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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. | Explanation |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 350 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | market value | MethodOfDeterminingRevenues |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 1620 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | market value | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 5695 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | trading value | MethodOfDeterminingRevenues |
Real Estate Residential RealEstateResidential
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 10 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 206023 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | market value | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | auction items | 68 | 28048 | market value |
| X | gift cert. | 1 | 1999 | face value |
| X | tools | 3 | 875 | market value |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part VI, Line 19 | 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. |
| Form 990, Part VI, Line 15b | 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 15a | 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 12c | 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 11b | 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. It is also approved at a regularly scheduled Board meeting prior to filing. |
| Form 990, Part VI, Line 7b | 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 7a | 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 6 | 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. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg | Exempt Code SectionExemptCodeSection |
|---|---|---|---|---|---|---|---|---|---|---|
| Hope Builders Inc | ||||||||||
| 801 N Broadway | Santa Ana | CA | 92701 | 711024210 | construction training | CA | applied for | Taller San Jose | false | |
| St Joseph Health | ||||||||||
| 3345 Michelson Drive Suite 100 | Irvine | CA | 92612 | 953589356 | Health System | CA | 3 | Sisters of St Joseph of Orange | false | 501c3 |
| Sisters of St Joseph of Orange | ||||||||||
| 480 Batavia St | Orange | CA | 92866 | 951643383 | Congregation of Catholic Sisters | CA | 1 | na | false | 501c3 |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hope Builders Inc | BusinessNameLine1 |
Address US AddressUS
| 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) |
|---|---|---|
| EIN | 711024210 | EIN |
| Primary Activity | contruction training | PrimaryActivity |
| Legal Domicile State | CA | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Taller San Jose | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | C corp. | TypeOfEntity |
| Share Of Total Income | 100 | ShareOfTotalIncome |
| Share Of EOY Assets | 100 | ShareOfEOYAssets |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| Controlled Org | false | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | true | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (11 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| Hope Builders Inc | ||
| r | 93548 | cash value |
| Hope Builders Inc | ||
| q | 64291 | cash value |
| Hope Builders Inc | ||
| c | 48565 | cash value |
| Hope Builders Inc | ||
| r | 102000 | cash value |
| Hope Builders Inc | ||
| q | 47308 | cash value |
| Hope Builders Inc | ||
| b | 95449 | cash value |
| St Joseph Health | ||
| p | 185186 | |
| St Joseph Health | ||
| e | 250000 | line of credit |
| St Joseph Health | ||
| c | 85650 | cash |
| Sisters of St Joseph of Orange | ||
| e | 250000 | guarantee |
| Sisters of St Joseph of Orange | ||
| c | 204000 | cash |
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