INVENEO INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- INVENEO INC (EIN 20-1663266)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-14
- IRS object ID
- 201323189349308297
- 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 | 2013-11-14T17:57:30-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941250261 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDQUIST VON HUSEN & JOYCE LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 90 NEW MONTGOMERY ST 11TH FLOOR | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201663266 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INVENEO INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | INVE | NameControl |
| Phone | 4159011969 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 972 MISSION STREET 5TH FLOOR | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94103 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BOB MARSH | Name |
| Title | DIRECTOR AND VP ENGINEERING | Title |
| Phone | 4159011969 | Phone |
| Date Signed | 2013-11-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALEXIS H WONG | Name |
| PTIN | P00604756 | PTIN |
| Phone | 4159579999 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | KRISTIN PETERSON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 972 MISSION STREET 5TH FLOOR | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3021253 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.INVENEO.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2004 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | INVENEO'S MISSION IS TO GET THE TOOLS OF INFORMATION AND COMMUNICATIONS TECHNOLOGY (ICTS) - SUSTAINABLE COMPUTING AND BETTER INTERNET ACCESS - OUT TO PEOPLE AND ORGANIZATIONS WHO NEED IT MOST IN RURAL AND HIGHLY UNDERSERVED AREAS IN THE DEVELOPING WORLD TO TRANSFORM LIVES THROUGH BETTER ACCESS TO EDUCATION, HEALTHCARE, ECONOMIC OPPORTUNITY AND FASTER RELIEF. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 7 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 4 | NbrIndependentVotingMembers |
| Total Nbr Employees | 24 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3838821 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 902705 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 421840 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1387384 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2 | InvestmentIncomePriorYear |
| Investment Income Current Year | -2939 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 393147 | OtherRevenuePriorYear |
| Other Revenue Current Year | 224007 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4653810 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2511157 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 346375 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 483464 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1077889 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1585596 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 152198 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1957638 | OtherExpensePriorYear |
| Other Expenses Current Year | 1920083 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3381902 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3989143 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1271908 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1477986 | RevenuesLessExpensesCY |
| Total Assets BOY | 3316757 | TotalAssetsBOY |
| Total Assets EOY | 1719498 | TotalAssetsEOY |
| Total Liabilities BOY | 386796 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 267523 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 2929961 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1451975 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | INVENEO'S MISSION IS TO GET THE TOOLS OF INFORMATION AND COMMUNICATIONS TECHNOLOGY (ICTS) - SUSTAINABLE COMPUTING AND BETTER INTERNET ACCESS - OUT TO PEOPLE AND ORGANIZATIONS WHO NEED IT MOST IN RURAL AND HIGHLY UNDERSERVED AREAS IN THE DEVELOPING WORLD TO TRANSFORM LIVES THROUGH BETTER ACCESS TO EDUCATION, HEALTHCARE, ECONOMIC OPPORTUNITY AND FASTER RELIEF. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 853876 | Expense |
| Description | INVENEO PARTNER PROGRAM (ICIP/ICT/BROADBAND) - INVENEO TRAINS AND PARTNERS WITH ICT PROFESSIONALS ACROSS AFRICA, ASIA PACIFIC, THE MIDDLE EAST AND THE CARIBBEAN THROUGH ITS INVENEO PARTNER PROGRAMS. FOR THE MAJORITY OF IT'S PROGRAM, INVENEO RECRUITS, VETS, TRAINS, CERTIFIES AND ENTERS INTO LONG TERM PARTNERSHIP WITH SMALL AND MEDIUM SIZED IT ENTREPRENEURS, CALLED INVENEO CERTIFIED ICT PARTNERS (ICIPS). WE DELIVER A FORMAL TRAINING PROCESS AND CERTIFICATION PROCESS TO EMPOWER THESE IN-COUNTRY ICT ENTREPRENEURS WITH THE TOOLS, SKILLS AND ONGOING SUPPORT TO IMPLEMENT SUSTAINABLE COMPUTING AND CONNECTIVITY SOLUTIONS FOR ORGANIZATIONS OPERATING IN RURAL AND UNDERSERVED COMMUNITIES. THIS TRAINING AND SUPPORT ENABLES THEM TO BID UPON AND AND BE PAID FOR TECHNOLOGY DEPLOYMENTS USING THE SKILLS GAINED FROM INVENEO AND THE EQUIPMENT RECOMMENDED AND CERTIFIED BY INVENEO. WITH THIS APPROACH, ORGANIZATIONS GET LOCALLY AFFORDABLE AND SUSTAINABLE PROJECTS. ANOTHER PARTNER PROGRAM, CALLED THE INVENEO START-IP ENTREPRENEURS (ITSE), INVENEO RECRUITS, VETS AND TRAINS NEW ICT ENTREPRENEURS AS TECHNICIANS AND TRAINERS. TYPICALLY, THE ITSES ARE INDIVIDUALS (OFTEN YOUTH) IN RURAL AREAS WHO HAVE SOME FORMAL ICT TRANING AND STRONG INTEREST IN BECOMING ENTREPRENEURS IN THEIR COMMUNITY. WE PROVIDE ISSUE SPECIFIC SKILLS (TRAINING FOR BROADBAND SET-UP, TEACHER TRAINING, COMMUNITY TRAINING) SO THAT THEY CAN IMPLEMENT ICT PROGRAMS IN THEIR RURAL AREAS AND BUILD SMALL BUSINESSES AROUND THAT OPPORTUNITY. THIS APPROACH IMPROVES LOCAL EXPERTISE, OPENS NEW MARKET OPPORTUNITIES FOR THE ITSES AND HELP BUILD THE LOCAL ICT ECONOMY.BROADBAND FOR GOOD, 2011(4Q)-2015: THROUGH BROADBAND FOR GOOD, INVENEO'S GOAL IS TO ACCELERATE ACCESS TO HIGH QUALITY BROADBAND SERVICES IN UNDERSERVED REGIONS. THE CONNECTIVITY WILL BE USED TO DRIVE COMMUNITY AND ECONOMIC DEVELOPMENT THROUGH ACCESS TO IMPROVED EDUCATION AND HEALTH SERVICES, BETTER ECONOMIC OPPORTUNITY AND FASTER RELIEF. WITH BROADBAND FOR GOOD, INVENEO IS DESIGNING AND DEMONSTRATING A FRAMEWORK/PROCESS FOR FINANCIALLY SUSTAINABLE MODELS FOR DELIVERING BROADBAND BEYOND ITS CURRENT REACH, USING RADICALLY LOWER COST TECHNOLOGIES AND DELIVERY ECOSYSTEMS BY BUILDING CAPACITY AND ICT JOBS FOR LOCAL ICT ENTREPRENEURS AND RURAL YOUTH. WE WILL BE FIELDING DEMONSTRATIONS THAT CAN BE ADOPTED AND SCALED LOCALLY - IN APPROXIMATELY 10 LOCATIONS AND REGIONS - STARTING IN DADAAB, KENYA. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 754797 | Expense |
| Description | HAITI - THROUGH THE HAITI CONNECTED CITIES AND HAITI CONNECTED SCHOOLS PROGRAMS, INVENEO IS LEADING EFFORTS TO TRANSFORM ACCESS TO BROADBAND AND EDUCATION THROUGH ICTS. THROUGH HAITI CONNECTED CITIES, INVENEO IS DELIVERING A FINANCIALLY SUSTAINABLE BROADBAND SERVICES MODEL TO 6 REGIONS AND OVER 20 POPULATION CENTERS IN RURAL HAITI. THIS EFFORT INCLUDES PARTNERING WITH LOCAL INTERNET SERVICE PROVIDERS, DEPLOYING A SHARED BROADBAND NETWORK THROUGHOUT HAITI, TRAINING LOCAL YOUTH TO DELIVER BROADBAND THOUGH A PROGRAM CALLED BATI, BUILDING A NETWORK OPERATIONS CENTER AND IMPLEMENTING A GOVERNANCE FRAMEWORK WITH THE LOCAL ISPS TO TRANSFER OWNERSHIP OF THE OPERATION LOCALLY. THROUGH THE CONNECTED SCHOOLS PROGRAM, INVENEO IS WORKING WITH MICROSOFT, HP, WORLD VISION AND VOILA (NOW DIGICEL) TO DELIVER 40 SOLAR-POWERED COMPUTER LABS IN RURAL SCHOOLS THAT WILL BE CONNECTED TO THE BROADBAND NETWORK.INTEL HAITI DIGITAL LITERACY PROGRAM: INVENEO DESIGNED AND IS LEADING THE INTEL HAITI DIGITAL LITERACY PROGRAM, WHICH IS LEVERAGING THE HAITI CONNECTED SCHOOLS PROGRAM BY DESIGNING AND IMPLEMENTING A PROGRAM THAT PROVIDES DIGITAL LITERACY FOR JOB SKILLS TO COMMUNITIES IN AND AROUND 20 OF THE SCHOOLS WHICH HAVE COMPUTERS LABS. INVENEO IS TRAINING 50 TEACHERS AND BATI TO GIVE CLASSES IN DIGITAL LITERACY AND IS ALSO WORKING WITH THE SCHOOLS TO TURN THESE PROGRAMS INTO INCOME EARNING OPPORTUNITIES FOR THE SCHOOL TO ENABLE LONG TERM SUSTAINABILITY FOR THE COST OF MAINTAINING THE LABS AND INTERNET ACCESS. THE GOAL IS TO HAVE 1000 COMMUNITY MEMBERS TRAINED BY 2013. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1410928 | Expense |
| Revenue | 1524362 | Revenue |
| Description | DIRECT SERVICES - INVENEO PROVIDES EXPERT GUIDANCE, SYSTEMS INTEGRATION AND PROJECT MANAGEMENT FOR IMPLEMENTING SUSTAINABLE ICT PROJECTS FOR NON-GOVERNMENTAL AND GOVERNMENT ORGANIZATIONS FOR PROJECT IN DEVELOPING COUNTRIES, TO THAT THESE ORGANIZATIONS CAN USE ICT MORE EFFECTIVELY TO DELIVER EDUCATION, HEALTHCARE, ECONOMIC DEVELOPMENT AND RELIEF PROGRAMS. WE EMPLOY A SOLUTIONS BASED APPROACH, FOCUSING ON UNDERSTANDING THE GOALS OF THE ORGANIZATION AND END USERS SO WE CAN DESIGN COMPUTING, NETWORKING AND INTERNET ACCESS SOLUTIONS TO HELP ACHIEVE THEIR GOALS. WE ASSESS CURRENT ENVIRONMENT, FACILITIES, POWER, CONNECTIVITY, KNOW-HOW AND SECURITY. WE IDENTIFY APPROACHES THAT ADDRESS THE CHALLENGES SUCH AS UNRELIABLE POWER, TIGHT OPERATING BUDGETS AND LACK OF SUPPORT RESOURCES AND MAKE RECOMMENDATIONS THAT INCLUDE HARDWARE, SOFTWARE AND POWER SYSTEMS, DESIGN AND INTEGRATION, SYSTEM IMPLEMENTATION, TRAINING AND LOCAL SUPPORT WITH OUR PARTNERS. IN ALL OF OUR PROJECTS WE ENDEAVOR TO WORK WITH OUR LOCAL PARTNERS LOOSELY TO ENSURE SUSTAINABLE DESIGN.HIGHLIGHTS OF PROJECTS WE ARE CURRENTLY IMPLEMENTING INCLUDE:- TANZANIA FOR THE 21ST CENTURY - A PROJECT LED BY CREATIVE ASSOCIATES AND FUNDED BY USAID TO IMPROVE EARLY GRADE READING SKILLS, WHERE INVENEO AND ITS PARTNER WILL DESIGN AND IMPLEMENT SOLAR-POWERED COMPUTER LABS AND OTHER TECHNICAL SOLUTIONS TO 900+ PRIMARY SCHOOLS IN THE POOREST PERFORMING DISTRICTS IN TANZANIA.- INTERNET NOW! - A PROJECT TO DESIGN, DELIVER AND CONNECT 100 COMMUNITY CENTERS TO PROVIDE AGRICULTURAL INFORMATION AND DIGITAL MICROWORK OPPORTUNITIES, WHERE INVENEO AND OUR LOCAL PARTNER WILL IMPLEMENT THE COMPUTER LABS AND BROADBAND NETWORK FOR CONNECTIVITY. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 483464 | Expense |
| Grants | 483464 | Grants |
| Description | INVENEO ENTERED INTO A FISCAL SPONSORSHIP GRANT AGREEMENT WITH A NON-AFFILIATED ENTITY TO MANAGE A PROJECT REFERRED TO AS "WE CARE SOLAR" (WOMEN'S EMERGENCY COMMUNICATION AND RELIABLE ELECTRICITY. THIS PROJECT FURTHERS INVENEO'S MISSION TO BRING TOOLS OF INFORMATION AND COMMUNICATIONS TECHNOLOGY TO PEOPLE AND ORGANIZATIONS WHO NEED IT MOST IN RURAL AND HIGHLY UNDERSERVED AREAS IN THE DEVELOPING WORLD. THIS AGREEMENT ENDED IN 2013. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 483464 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 483464 | TotalOfOtherProgramServiceGrnt |
| Total Program Service Expense | 3503065 | 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 | 1 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | 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 | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | 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 | 1 | 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 | 12 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 24 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | HA | NameOfForeignCountry |
| 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 |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 7 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 4 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | 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 | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK SUMMER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4159011969 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 972 MISSION STREET 5TH FLOOR | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94103 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (7 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| L WILTON AGASTEIN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JIM FORSTER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DOMINIC ORR | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ROBERT MARSH | ||||||
| VP ENGINEERING | 40.00 | X | 74618 | 0 | 4477 | X |
| KRISTIN PETERSON | ||||||
| CEO | 40.00 | X | 121586 | 0 | 7295 | X |
| MARK SUMMER | ||||||
| CIO/CFO | 40.00 | X | 121748 | 0 | 7305 | X |
| REGINA CONNELL | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 317952 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 19077 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 902705 | AllOtherContributions |
| Noncash Contributions | 94813 | NoncashContributions |
| Total Contributions | 902705 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| CONSULTING | 541519 | 1303964 | 1303964 |
| MISC. FEE INCOME | 541519 | 83420 | 83420 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1387384 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 106 | TotalRevenueColumn |
| Exclusion | $106 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 87029 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 87029 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 87029 | TotalRevenueColumn |
| Exclusion | $87,029 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 6500 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 9545 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -3045 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -3045 | TotalRevenueColumn |
| Exclusion | -$3,045 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 637529 | GrossSalesOfInventory |
| Cost Of Goods Sold | 500551 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 136978 | TotalRevenueColumn |
| Related Or Exempt Function Income | 136978 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2511157 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1524362 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $84,090 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 483464 | Total |
| Program Services | 483464 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 337029 | Total |
| Program Services | 268957 | ProgramServices |
| Management And General | 47123 | ManagementAndGeneral |
| Fundraising | 20949 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1073324 | Total |
| Program Services | 856537 | ProgramServices |
| Management And General | 150072 | ManagementAndGeneral |
| Fundraising | 66715 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64370 | Total |
| Program Services | 51369 | ProgramServices |
| Management And General | 9000 | ManagementAndGeneral |
| Fundraising | 4001 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 110873 | Total |
| Program Services | 88479 | ProgramServices |
| Management And General | 15502 | ManagementAndGeneral |
| Fundraising | 6892 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49723 | Total |
| Program Services | 46273 | ProgramServices |
| Management And General | 3409 | ManagementAndGeneral |
| Fundraising | 41 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 764022 | Total |
| Program Services | 711014 | ProgramServices |
| Management And General | 52382 | ManagementAndGeneral |
| Fundraising | 626 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 111062 | Total |
| Program Services | 81196 | ProgramServices |
| Management And General | 3866 | ManagementAndGeneral |
| Fundraising | 26000 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 145365 | Total |
| Program Services | 131209 | ProgramServices |
| Management And General | 6365 | ManagementAndGeneral |
| Fundraising | 7791 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 305093 | Total |
| Program Services | 270790 | ProgramServices |
| Management And General | 19372 | ManagementAndGeneral |
| Fundraising | 14931 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23236 | Total |
| Program Services | 20458 | ProgramServices |
| Management And General | 2058 | ManagementAndGeneral |
| Fundraising | 720 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PARTS AND HARDWARE | 186060 | 186060 | ||
| OFFICE AND FREIGHT | 164682 | 141413 | 20231 | 3038 |
| DONATED MATERIALS | 94813 | 94813 | ||
| PROGRAM EXPENSE | 68070 | 64683 | 3387 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7957 | Total |
| Program Services | 6350 | ProgramServices |
| Management And General | 1113 | ManagementAndGeneral |
| Fundraising | 494 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3989143 | Total |
| Program Services | 3503065 | ProgramServices |
| Management And General | 333880 | ManagementAndGeneral |
| Fundraising | 152198 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2232173 | BOY |
| EOY | 1195458 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 409500 | BOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 194571 | BOY |
| EOY | 354904 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 151927 | BOY |
| EOY | 112484 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47838 | BOY |
| EOY | 28690 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 78536 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 50991 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52203 | BOY |
| EOY | 27545 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 228545 | BOY |
| EOY | 417 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3316757 | BOY |
| EOY | 1719498 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 202841 | BOY |
| EOY | 86528 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 160471 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 183955 | BOY |
| EOY | 20524 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 386796 | BOY |
| EOY | 267523 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -386379 | BOY |
| EOY | -134294 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3316340 | BOY |
| EOY | 1586269 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2929961 | BOY |
| EOY | 1451975 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3316757 | BOY |
| EOY | 1719498 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -1477986 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| 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 | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 502642 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 987952 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2575762 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3838821 | CurrentTaxYearMinus1Year |
| Current Tax Year | 902705 | CurrentTaxYear |
| Total | 8807882 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 877789 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 975151 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1162299 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1669315 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2024913 | CurrentTaxYear |
| Total | 6709467 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1380431 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1963103 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3738061 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5508136 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2927618 | CurrentTaxYear |
| Total | 15517349 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 500000 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 835000 | CurrentTaxYearMinus3Years |
| Total | 1335000 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 500000 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 835000 | CurrentTaxYearMinus3Years |
| Total | 1335000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 14182349 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5119 | CurrentTaxYearMinus4Years |
| Total | 5119 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5119 | CurrentTaxYearMinus4Years |
| Total | 5119 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2520 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10874 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 52004 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 57916 | CurrentTaxYearMinus1Year |
| Current Tax Year | 170449 | CurrentTaxYear |
| Total | 293763 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1388070 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1973977 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3790065 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5566052 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3098067 | CurrentTaxYear |
| Total | 15816231 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.89670 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.83710 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00030 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00040 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
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) |
|---|---|---|
| Agent Trustee Etc | 1 | AgentTrusteeEtc |
| Beginning Balance | 227991 | BeginningBalance |
| Additions During Year | 280918 | AdditionsDuringYear |
| Distributions During Year | 508909 | DistributionsDuringYear |
| Ending Balance | 0 | EndingBalance |
| Included On FS | 0 | IncludedOnFS |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 12981 | OtherCostOrOtherBasis |
| Depreciation | 12796 | Depreciation |
| Book Value | 185 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 45555 | OtherCostOrOtherBasis |
| Depreciation | 20973 | Depreciation |
| Book Value | 24582 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 20000 | OtherCostOrOtherBasis |
| Depreciation | 17222 | Depreciation |
| Book Value | 2778 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 27545 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| CUSTOMER DEPOSITS | $8,065 |
| SUB-TENANT LEASE DEPOSITS | $12,459 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 20524 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 3011708 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 500551 | OtherRevenues |
| Revenue Not Rptd F990 | 500551 | RevenueNotRptdF990 |
| Revenue Subtotal | 2511157 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2511157 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 4489694 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 500551 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 500551 | ExpensesNotRptdF990 |
| Expenses Subtotal | 3989143 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 3989143 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART IV, LINE 1B: | IN APRIL 2010, THE ORGANIZATION ENTERED INTO A FISCAL SPONSORSHIP GRANT AGREEMENT WITH A NON-AFFILIATED ENTITY TO MANAGE A PROJECT REFERRED TO AS "WE CARE" (WOMEN'S EMERGENCY COMMUNICATION AND RELIABLE ELECTRICITY) SOLAR. THE ORGANIZATION BELIEVES THAT THE WE CARE SOLAR PROJECT FURTHERS ITS TAX-EXEMPT PURPOSE. WE CARE SOLAR HAS OBTAINED FINANCIAL SUPPORT IN THE FORM OF CONTRIBUTIONS AND GRANTS WHICH ARE RECEIVED AND RECOGNIZED AS INCOME BY INVENEO, INC., WHEN THEY ARE UNCONDITIONALLY COMMUNICATED. THE ORGANIZATION, AS THE FISCAL SPONSOR, RECORDS ALL REVENUE AND EXPENSES OF THE WE CARE SOLAR PROJECT AS A SEPARATE PROGRAM. THE PROGRAM IS CONTRACTUALLY MANAGED BY A NON-AFFILIATED THIRD PARTY UNDER THE AUSPICES OF THE ORGANIZATION. IN ACCORDANCE WITH THE FISCAL SPONSOR GRANT AGREEMENT, A SEGRAGATED BANK ACCOUNT HAS BEEN ESTABLISHED TO RECEIVE AND DISBURSE FUNDS FOR THIS PROGRAM. THE ORGANIZATION IS ENTITLED TO AN ADMINISTRATIVE FEE EQUIVALENT TO 5% OF ALL PROGRAM COSTS EXPENDED. | |
| PART X, LINE 2: | THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE ORGANIZATION'S FEDERAL AND STATE INCOME TAX RETURNS FOR THE YEARS 2008 THROUGH 2011 ARE SUBJECT TO EXAMINATION BY REGULATORY AGENCIES, GENERALLY FOR THREE YEARS AND FOUR YEARS AFTER THEY WERE FILED FOR FEDERAL AND STATE, RESPECTIVELY. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| COST OF GOODS SOLD | PART XI, LINE 2D - OTHER ADJUSTMENTS: | |
| COST OF GOODS SOLD | PART XII, LINE 2D - OTHER ADJUSTMENTS: |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (3 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| CARIBBEAN | 0 | 26 | PROGRAM SERVICES | DIRECT SERVICES | 306249 |
| SUB SAHARAN | 0 | 10 | PROGRAM SERVICES | DIRECT SERVICES | 3089 |
| SUB SAHARAN | 0 | 0 | PROGRAM SERVICES | ICIP PROGRAM | 251946 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 36 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 36 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 561284 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 561284 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WE CARE SOLAR | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5765 2705 WEBSTER STREET | AddressLine1 |
| City | BERKELEY | City |
| State | CA | State |
| ZIP Code | 94705 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 300627106 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 483464 | AmountOfCashGrant |
| Purpose Of Grant | FISCAL SPONSOR | PurposeOfGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THIS IS A FISCAL SPONSOR ARRANGEMENT. INVENEO WAS AWARDED A LARGE GRANT IN THE NAME OF WE CARE SOLAR. INVENEO RECEIVES FINANICAL AND PROGRAM PROGRESS REPORTS TO MONITOR ACTIVITY AND PROGRAM SPENDING. IN ADDITION, INVENEO HAS AN ACCOUNTING CONSULTANT WHO ALSO PROVIDES FINANCIAL OVERSIGHT TO WE CARE SOLAR'S BOOKS OF ACCOUNT. | Explanation |
Schedule M IRS990ScheduleM
Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | CLIMBING EQP. | 1 | 10063 | FAIR MARKET VALUE |
| X | WIFI ROUTERS | 255 | 38250 | FAIR MARKET VALUE |
| X | SMART PHONES | 75 | 22500 | FAIR MARKET VALUE |
| X | SOFTWARE | 11 | 24000 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | KRISTIN PETERSON, CEO, AND MARK SUMMER, CIO AND CFO, ARE DOMESTIC PARTNERS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | OUR CONSULTING ACCOUNTANT WORKS WITH MANAGEMENT AND THE BOARD TO PREPARE THE FORM 990. THE ORGANIZATION'S OUTSIDE AUDITING FIRM COMPILES ALL OF THE INFORMATION AND PROVIDES A COPY OF THE FINAL DRAFT TO INVENEO MANAGEMENT. THE DRAFT FORM 990 IS REVIEWED BY MANAGEMENT AND CIRCULATED TO ALL INVENEO BOARD MEMBERS PRIOR TO BEING FILED WITH THE IRS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | INVENEO EMPLOYEES HAVE A DUTY TO PROMPTLY DISCLOSE ANY TRANSACTION THEY BELIEVE MAY INVOLVE A CONFLICT OF INTEREST. WHEN ANY INVENEO EMPLOYEE BECOMES AWARE OF A CONFLICT OF INTEREST TRANSACTION (WHETHER BEFORE OR AFTER THE TRANSACTION TAKES PLACE), EACH EMPLOYEE IS EXPECTED TO DISCLOSE TO THE CHIEF EXECUTIVE OFFICER (CEO) ALL MATERIAL FACTS REGARDING THE NATURE OF THE CONFLICT OF INTEREST AND THE PARTIES INVOLVED. WHEN INFORMED OF THE DETAILS OF THE TRANSACTIONS, THE CEO DETERMINES IF A CONFLICT EXISTS, AND, IF SO, THE REMEDY TO ENSURE THE TRANSACTION IS REASONABLE. EMPLOYEES OR BOARD MEMBERS INVOLVED IN THE POTENTIAL CONFLICT OF INTEREST TRANSACTION ARE EXCLUDED FROM THE DECISION-MAKING PROCESS. AT ANY MEETING OF THE BOARD OF DIRECTORS AT WHICH A TRANSACTION INVOLVING A BOARD MEMBER OR A PERSON AFFILIATED WITH A BOARD MEMBER WILL BE CONSIDERED, SAID DIRECTOR SHALL DISCLOSE TO THE OTHER MEMBERS OF THE BOARD ALL MATERIAL FACTS REGARDING THE NATURE OF THE TRANSACTION OR THE DIRECTOR'S AFFILIATION WITH ANY PERSON OR ENTITY WITH WHOM THE BOARD IS CONSIDERING ENTERING INTO ANY TRANSACTION. AFTER A CONFLICT OT INTEREST DISCLOSURE IS MADE BY A DIRECTOR AT A BOARD MEETING, SAID DIRECTOR SHALL LEAVE THE MEETING WHILE THE IMPLICATIONS OF THE AFFILIATION ARE CONSIDERED AND VOTED UPON. THE REMAINING BOARD MEMBERS SHALL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE INVENEO BOARD OF DIRECTORS, EXCLUDING ANY PERSON WITH A CONFLICT OF INTEREST, IS RESPONSIBLE FOR DETERMINING THE COMPENSATION OF INVENEO'S CEO AND CHIEF INNOVATION AND FINANCIAL OFFICER (CIO/CFO). IN MAKING ITS DETERMINATION, THE BOARD CONSIDERS COMPENSATION INFORMATION OF COMPARABLE ORGANIZATIONS IN TERMS OF SIZE OF REVENUES AND SCOPE OF RESPONSIBILITIES, TO ENSURE COMPENSATION IS REASONABLE. DOCUMENTS AND OTHER INFORMATION THAT SUPPORTED THE DECISION-MAKING PROCESS ARE KEPT WITH NOTES OF THE COMPENSATION MEETING. COMPENSATION OF INVENEO'S OTHER KEY EMPLOYEES IS SET BY THE CEO, IN CONSULTATION WITH THE CIO/CFO, AND THE INVENEO BOARD OF DIRECTORS. THE CEO CONSIDERS COMPENSATION INFORMATION OF COMPARABLE ORGANIZATIONS TO ENSURE REASONABLENESS. THIS INFORMATION IS SHARED WITH THE CIO/CFO AND BOARD OF DIRECTORS AND IS KEPT WITH THE NOTES OF THE MEETING(S). | |
| FORM 990, PART VI, SECTION C, LINE 19 | INVENEO PROVIDES COPIES OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND ITS FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST. IN ADDITION, INVENEO POSTS ITS RECENT FORM 990 INFORMATION RETURNS ON ITS WEBSITE AT WWW.INVENEO.ORG. | |
| FORM 990, PART IX, LINE 11G | TECHNICAL CONSULTING AND OTHER FEES: PROGRAM SERVICE EXPENSES 711,014. MANAGEMENT AND GENERAL EXPENSES 52,382. FUNDRAISING EXPENSES 626. TOTAL EXPENSES 764,022. | OTHER FEES |
| FORM 990, PART XII, LINE 2C | THE AUDIT COMMITTEE AND THE BOARD OF DIRECTORS OVERSEE THE AUDIT PROCESS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. |