2014-02-27T19:51:51-06:00 2013-06-30 331005644 GOODSELL & COMPANY INC CPA'S 3143 4TH AVENUE SAN DIEGO CA 92103 990 2012-07-01 953407246 WAHUPA EDUCATIONAL ENTERPRISES INC WAHU 6192974471 3960 PARK BLVD SUITE D SAN DIEGO CA 921033506 MARTHA MARQUEZ-METCALF 6192974471 2014-02-27 1 KRYSTYNA S HOLC CPA P00235793 6192384343 2012 2015-11-30 17:44:51Z MARTHA MARQUEZ-METCALF 3960 PARK BLVD SUITE D SAN DIEGO CA 921033506 1389403 0 1 X JORTIZ@WAHUPA.ORG X 1979 CA TO PROVIDE COUNSELING TO INDIVIDUALS FROM MINORITY OR ECONOMICALLY DISADVANTAGED AREAS. 5 5 41 0 6 0 1232583 1389397 0 0 7 6 0 0 1232590 1389403 0 0 0 0 1000214 1069008 0 0 0 256864 327998 1257078 1397006 -24488 -7603 71167 92507 120304 149247 -49137 -56740 X THE PRIMARY EXEMPT PURPOSE OF WAHUPA EDUCATIONAL ENTERPRISES, INC. IS TO PROVIDE SERVICES IN THE AREA OF EDUCATIONAL ADVISEMENT AND COUNSELING TO INDIVIDUALS FROM MINORITY OR ECONOMICALLY DISADVANTAGED AREAS. 1 0 552206 549291 EDUCATIONAL TALENT SEARCH PROJECT - THIS PROJECT TARGETS HIGH SCHOOL STUDENTS FROM ECONOMICALLY DISADVANTAGED AREAS WHO DEMONSTRATE THE ABILITY AND DESIRE TO PURSUE A POST-SECONDARY EDUCATION. COUNSELING AND FOLLOW-UP IS OFFERED TO STUDENTS WHO MAY OTHERWISE BELIEVE SUCH A GOAL IS UNATTAINABLE BECAUSE OF ECONOMIC AND SOCIAL FACTORS. THE PROJECT SERVES APPROXIMATELY 1,536 PARTICIPANTS IN THE SAN DIEGO COUNTY AREA. 320908 318656 UPWARD BOUND PROJECT - THIS PROJECT SERVICES ADOLESCENTS FROM ECONOMICALLY DISADVANTAGED AREAS WITH AN INTENSIVE TUTORING AND MONITORING PROGRAM FOR PARTICIPANTS WHO WISH TO PURSUE A POST-SECONDARY EDUCATION. THE PARTICIPANTS START IN THE NINTH OR TENTH GRADE AND ARE MONITORED FROM THE TIME THEY BEGIN THE PROGRAM THROUGH THE FIFTH YEAR FOLLOWING GRADUATION FROM HIGH SCHOOL. PARTICIPANTS ATTEND WEEKEND CLASSES AND A FIVE TO SIX WEEK SUMMER RESIDENTIAL PROGRAM AT A UNIVERSITY CAMPUS FOR WHICH THEY RECEIVE HIGH SCHOOL CREDIT. THE PROJECT SERVES APPROXIMATELY 89 PARTICIPANTS FROM THE SAN DIEGO COUNTY AREA. 349448 347529 EDUCATIONAL OPPORTUNITY CENTER - THIS PROJECT SERVES INDIVIDUALS FROM ECONOMICALLY DISADVANTAGED AREAS WHO FAILED TO PURSUE A POST-SECONDARY EDUCATION BUT HAVE THE DESIRE AND POTENTIAL TO RE-ENTER AND COMPLETE A POST-SECONDARY PROGRAM OF EDUCATION OR TRAINING. INFORMATION REGARDING FINANCIAL AND ACADEMIC ASSISTANCE AND ASSISTANCE IN APPLYING FOR ADMISSION IS PROVIDED TO QUALIFIED PARTICIPANTS. THE PROJECT SERVICES APPROXIMATELY 1,113 PARTICIPANTS IN THE SAN DIEGO COUNTY AREA. 173549 173856 UPWARD BOUND LINCOLN PROJECT - THIS PROJECT SERVICES ADOLESCENTS FROM ECONOMICALLY DISADVANTAGED AREAS WITH AN INTENSIVE TUTORING AND MONITORING PROGRAM FOR PARTICIPANTS WHO WISH TO PURSUE A POST-SECONDARDY EDUCATION. THE PARTICIPANTS START IN THE NINTH OR TENTH GRADE AND ARE MONITORED FROM THE TIME THEY BEGIN THE PROGRAM THROUGH THE FIFTH YEAR FOLLOWING GRADUATION FROM HIGH SCHOOL. PARTICIPANTS ATTEND WEEKEND CLASSES AND A FIVE TO SIX WEEK SUMMER RESIDENTIAL PROGRAM AT A UNIVERSITY CAMPUS FOR WHICH THEY RECEIVE HIGH SCHOOL CREDIT. THE PROJECT SERVES APPROXIMATELY 60 PARTICIPANTS FROM THE SAN DIEGO COUNTY AREA. 173549 173856 1396111 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 41 1 0 0 0 0 0 0 0 0 X 5 5 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X X JUDITH ORTIZ 6192974471 3960 PARK BLVD SUITE D SAN DIEGO CA 921033506 ROBERT METCALF 0.00 X X 0 0 0 JUDITH ORTIZ 38.00 X 68911 0 0 MARTHA MARQUEZ-METCALF 0.00 X X 0 0 0 ENRIQUETA CHAVEZ 0.00 X 0 0 0 JIM PAULEY 0.00 X 0 0 0 KEVIN HO 0.00 X 0 0 0 PATRICIA FITZMORRIS 0.00 X 0 0 0 68911 0 0 0 0 0 0 0 1389332 65 1389397 6 6 1389403 0 6 0 68911 68911 814576 814576 114232 114232 71289 71289 12000 12000 27571 27184 387 41577 41577 56771 56758 13 7437 7437 RESIDENTIAL PROGRAM 50402 50402 PENSION PLAN EXPENSE 33713 33713 PARTICIPANT ACTIVITIES 29961 29961 STAFF TRAINING & MEETIN 15655 15655 52911 52416 495 1397006 1396111 895 0 5947 4591 13000 13005 50570 73261 1650 1650 71167 92507 40032 77232 80272 72015 120304 149247 X -49137 -56740 -49137 -56740 71167 92507 -7603 0 X X 0 1 X 1 1 1 X 1241484 1228861 1273353 1232583 1389332 6365613 1241484 1228861 1273353 1232583 1389332 6365613 6365613 113 77 11 7 6 214 6365827 1.00000 0.99990 X 0 PENSION PLAN CONTRIBUTION PAYABLE 10928 ACCRUED PAYROLL & PAYROLL TAXES 59944 OTHER ACCRUED EXPENSES 1143 72015 1389403 0 1389403 0 1389403 1397006 0 1397006 0 1397006 NEW PROGRAM SERVICES FORM 990, PART III, LINE 2 UPWARD BOUND LINCOLN PROJECT - AN EXPANSION OF THE UPWARD BOUND PROJECT DESCRIBED ON FORM 990 PAGE 2 PART III LINE 4B MADE POSSIBLE BY ADDITIONAL FUNDING FROM THE U.S. DEPARTMENT OF EDUCATION. SEE DESCRIPTION OF PROGRAM SERVICE ACCOMPLISHMENTS BELOW. FORM 990, PART VI, SECTION A, LINE 2 LINE 2 EXPLANATION - ROBERT METCALF AND MARTHA MARQUEZ-METCALF ARE HUSBAND AND WIFE. FORM 990, PART VI, SECTION B, LINE 11 LINE 11A EXPLANATION - EACH BOARD MEMBER WILL REVIEW THE RETURN FOR CONTENT AND ACCURACY. FORM 990, PART VI, SECTION B, LINE 12C THE AGENCY HAS FOLLOWED A PROCESS OF ANNUALLY REVIEWING THE CONFLICT OF INTEREST POLICY AND ITS PRACTICAL IMPLICATIONS AS PART OF AN ANNUAL RETRAINING IN THE EMPLOYEE MANUAL AND FEDERAL REGULATIONS FOR EACH GRANT PROJECT'S STAFF, EITHER AT STAFF MEETINGS OR AT TRAINING RETREATS. UNTIL 2009 ALL EMPLOYEES WERE ASKED ORALLY WHETHER THEY HAD DEVELOPED ANY INTERESTS OUTSIDE THE AGENCY AND WERE UNSURE AS TO WHETHER THEY MIGHT RAISE A POSSIBILITY OF CONFLICT OF INTEREST, AND ASKED TO DISCLOSE AND DISCUSS ANY SUCH INTERESTS WITH THEIR IMMEDIATE SUPERVISORS. THE BOARD OF DIRECTORS DISCUSSED THE ISSUE PERIODICALLY EACH YEAR WITH A FOCUS ON THE KINDS OF CONFLICTS THAT MOST OFTEN COULD ARISE FOR BOARD MEMBERS, BUT ALSO WITH RESPECT TO THE PROCEDURES FOLLOWED BY STAFF SUPERVISORS IN WATCHING FOR SIGNS OF CONFLICT OF INTEREST AMONG PROJECT DIRECTORS OR STAFF WORKERS. WRITTEN DECLARATIONS OF ANNUAL DISCLOSURE: IN 2009, IN ORDER TO HAVE BETTER DOCUMENTATION OF THIS MONITORING PROCESS, THE MEMBERS OF THE BOARD AND THE CHIEF MANAGEMENT OFFICER FILLED OUT WRITTEN DECLARATIONS, INCLUDING BUT NOT LIMITED TO THE SPECIFIC CONFLICT OF INTEREST SITUATIONS THAT WERE LISTED IN THE REVISED POLICY. THE BOARD ALSO DECIDED THAT THE WRITTEN DECLARATION WOULD BE REQUIRED OF PROJECT DIRECTORS OF THE INDIVIDUAL GRANT PROJECTS STARTING IN 2010. ANNUAL DISCLOSURES: THE CONFLICT OF INTEREST POLICY IN THE EMPLOYMENT MANUAL WAS SUPPLEMENTED WITH A REQUIREMENT (AS A CONDITION OF EMPLOYMENT) THAT ALL FULL-TIME, PROFESSIONAL STAFF MUST DISCLOSE TO THEIR IMMEDIATE SUPERVISORS THEIR PLANS TO ENTER INTO ANY EMPLOYMENT OR CONTRACT FOR THEIR SERVICES OUTSIDE WAHUPA PRIOR TO ENTERING INTO ANY SUCH AGREEMENTS. HOWEVER, AS NOTED ABOVE, THE AGENCY NOW REQUIRES AN ACTUAL WRITTEN DECLARATION ANNUALLY OF ALL PRIMARY SUPERVISORY PERSONNEL AND OF THE BOARD MEMBERS SO THAT AN ANNUAL WRITTEN DISCLOSURE IS DOCUMENTED. FORM 990, PART VI, SECTION B, LINE 15A FOR THE MOST RECENT HIRING OF THE DIRECTOR OF TRIO PROGRAMS (THE TOP MANAGEMENT OFFICIAL) THE MANAGEMENT CONSULTED WITH INDEPENDENT UNIVERSITY ADMINISTRATORS, NON-PROFIT ADMINISTRATORS, AND AN EXTERNAL EVALUATOR WHO DID EXTENSIVE TRAINING AND EXTERNAL EVALUATIONS FOR TRIO OUTREACH PROGRAMS. WE ALSO FOUND INDIVIDUAL DIRECTORS OF TRIO PROGRAMS AND OTHER OUTREACH PROGRAMS WHO WERE WILLING TO DISCLOSE SALARY LEVELS BOTH FOR PROJECT DIRECTORS OF INDIVIDUAL TRIO GRANT PROGRAMS AND DIRECTORS WITH RESPONSIBILITY FOR SEVERAL GRANT PROGRAMS, AS IS THE CASE WITH OUR DIRECTOR OF TRIO PROGRAMS. THE RESULTS INDICATED THAT THE COMPENSATION FOR THE DIRECTOR OF TRIO PROGRAMS IS EXTREMELY LOW, AS COMPARED WITH NON-PROFITS, BUT ESPECIALLY COMPARED WITH TRIO DIRECTORS WHO WORK FOR COMMUNITY COLLEGES AND UNIVERSITIES. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE ON THE CALIFORNIA ATTORNEY GENERAL WEBSITE; OAG.CA.GOV; AND DOCUMENTS ARE MADE AVAILABLE UPON REQUEST OF AN INTERESTED PARTY. FORM 990, PART XII, LINE 2C: LINE 2C EXPLANATION THE PROCESS FOR OVERSIGHT OF THE AUDIT OF THE ENTITY'S FINANCIAL STATEMENTS IS CONSISTENT WITH PRIOR YEARS.