NATIONAL FLORENCE CRITTENTON MISSION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL FLORENCE CRITTENTON MISSION (EIN 54-0505932)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2012-05-30
- IRS object ID
- 201201519349300630
- Schema version
- 2010v3.4
- 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 | 2012-05-30T16:43:31-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCDONALD JACOBS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 520 SW YAMHILL SUITE 500 | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 540505932 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL FLORENCE CRITTENTON MISSION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NATI | NameControl |
| Phone | 5032972217 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1750 SW HARBOR WAY NO 450 | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97201 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEANETTE PAI-ESPINOSA | Name |
| Title | PRESIDENT | Title |
| Phone | 5032972217 | Phone |
| Date Signed | 2012-05-24 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SANG AHN | Name |
| Phone | 5032270581 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | X | AmendedReturn |
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NAT'L CRITTENTON FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JEANNETTE PAI-ESPINOSA | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1750 SW HARBOR WAY NO 450 | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 6307798 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.NATIONALCRITTENTON.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1897 | YearFormation |
| State Legal Domicile | OR | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE SUPPORT TO ORGANIZATIONS WHICH EMPOWER GIRLS AND YOUNG WOMEN. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 11 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2 | TotalNbrEmployees |
| Total Nbr Volunteers | 14 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 160534 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 33557 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -361794 | InvestmentIncomePriorYear |
| Investment Income Current Year | 707279 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 7962 | OtherRevenuePriorYear |
| Other Revenue Current Year | 11485 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | -193298 | TotalRevenuePriorYear |
| Total Revenue Current Year | 752321 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 28000 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 27427 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 272575 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 232298 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 167405 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 622216 | OtherExpensePriorYear |
| Other Expenses Current Year | 528196 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 922791 | TotalExpensesPriorYear |
| Total Expenses Current Year | 787921 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1116089 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -35600 | RevenuesLessExpensesCY |
| Total Assets BOY | 4993373 | TotalAssetsBOY |
| Total Assets EOY | 4704761 | TotalAssetsEOY |
| Total Liabilities BOY | 20858 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 16843 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 4972515 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 4687918 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE NATIONAL CRITTENTON FOUNDATION SUPPORTS EMPOWERMENT, SELF-SUFFICIENCY, AND THE END OF CYCLES OF DESTRUCTIVE BEHAVIORS FOR GIRLS, YOUNG WOMEN, AND THEIR FAMILIES WHO LIVE AT THE MARGIN OF THE AMERICAN DREAM. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 104176 | Expense |
| Description | PUBLIC EDUCATION - THE ORGANIZATION WORKED WITH CRITTENTON AGENCIES TO PROVIDE EDUCATION, RESOURCES, AND INFORMATION TO DECISION MAKERS AND PARTNERS IN ORDER TO INCREASE THEIR UNDERSTANDING OF THE NEEDS AND POTENTIAL OF GIRLS AND YOUNG WOMEN WHO ARE SURVIVORS OF ABUSE AND VIOLENCE. THIS WORK INCLUDED ARTICULATING THE NEED AND DEFINING THE SCOPE OF THE GENDER AND CULTURALLY RESPONSIVE, TRAUMA INFORMED, STRENGTH-BASED SERVICES THEY NEED TO HEAL AND THRIVE. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 218375 | Expense |
| Description | AGENCY SUPPORT - THE ORGANIZATION PROVIDED TECHNICAL ASSISTANCE, TRAINING, NETWORKING, PROFESSIONAL DEVELOPMENT, AND TWO CONFERENCES FOR THE 27 MEMBERS OF THE CRITTENTON FAMILY OF AGENCIES. THIS PROVIDED SERVICES IN 30 STATES AND THR DISTRICT OF COLUMBIA. ADDITIONALLY, ONGOING TECHINCAL ASSISTANCE AND SUPPORT IS PROVIDED TO AGENCIES. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 86522 | Expense |
| Grants | 27427 | Grants |
| Description | WITHIN MY REACH- UNDER A GRANT FROM THE ANNIE E CASEY FOUNDATION, THE HEALTHY RELATIONSHIP CURRICULUM, WITHIN MY REACH, WAS PILOTED IN CHARLOTTE, NORTH CAROLINA AND SOUTHERN CALIFORNIA. YOUNG MOTHERS REFERED BY CHILD WELFARE OR JUVENILE JUSTICE, WHO WERE PREGNANT OR PARENTING AT LEAST ONE CHILD, WERE THE PROGRAM PARTICIPANTS. AT THE END OF 2009 THE GRANT WAS EXPANDED TO INCLUDE 6 ADDITIONAL SITES IN PHOENIX, AZ; CHARLESTON, SC; NEW YORK, NY; PHILADELPHIA, PA; KNOXVILLE, TN; AND ATLANTA, GA. IN 2010 EIGHT TOTAL SITES USED THE CURRICULUM AND PARTICIPATED IN THE EVALUATION. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 45731 | Expense |
| Description | PARTNERSHIPS-THE NATIONAL CRITTENTON FOUNDATION IN COOPERATION WITH THE REBECCA PROJECT FOR HUMAN RIGHTS, CO-CONVENED THE GIRLS AT THE MARGIN ALLIANCE. MEMBERS OF THE ALLIANCE SHARE A COMMITMENT TO THE EMPOWERMENT OF GIRLS AT THE MARGIN AND THE NEED TO WORK ACROSS SYSTEMS TO ENSURE COMPREHENSIVE DATA IS COLLECTED, THAT PROGRAMS ARE GENDER AND CULTURALLY RESPONSIVE, TRAUMA INFORMED AND STRENGTH-BASED, AND THAT POLICIES SUPPORTING THE HEALING AND POTENTIAL OF GIRLS AT THE DEEP END ARE IN PLACE. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 45731 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 454804 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 15 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 2 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 11 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSAN MATLOCK JONES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5032429360 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 NW SECOND SUITE 209 | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97201 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (13 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| KENNETH L SIPES | ||||||
| CHAIR | 3.00 | X | X | 0 | 0 | 0 |
| DR PAULA MOTEN-TOLSON | ||||||
| VICE-CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| DR GARY D BAKER | ||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| JAMES S PHELPS | ||||||
| TREASURER | 3.00 | X | X | 0 | 0 | 0 |
| RONALD WATERMAN | ||||||
| ASSISTANT TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| GINA WOOD | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| REBECCA MCGRAW | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| WILLIAM RYANS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| CAMDEN CASSIDY | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JUSTIN YUEN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| BRONWYN MAYDEN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| CAMILLE BENNET | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JEANNETTE PAI-ESPINOSA | ||||||
| PRESIDENT | 50.00 | X | 153000 | 0 | 4590 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 153000 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 4590 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 33557 | AllOtherContributions |
| Total Contributions | 33557 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 198252 | TotalRevenueColumn |
| Exclusion | $198,252 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6064504 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5555477 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 509027 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 509027 | TotalRevenueColumn |
| Exclusion | $509,027 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|---|
| OTHER INCOME | 900099 | 6078 | $6,078 | |
| LUMSDEN TRUST DISTRIB. | 900099 | 5407 | 5407 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 11485 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 752321 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5407 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $713,357 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27427 | Total |
| Program Services | 27427 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 157590 | Total |
| Program Services | 81763 | ProgramServices |
| Management And General | 30718 | ManagementAndGeneral |
| Fundraising | 45109 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46774 | Total |
| Program Services | 24331 | ProgramServices |
| Management And General | 9048 | ManagementAndGeneral |
| Fundraising | 13395 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6758 | Total |
| Program Services | 3202 | ProgramServices |
| Management And General | 1650 | ManagementAndGeneral |
| Fundraising | 1906 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5696 | Total |
| Program Services | 2699 | ProgramServices |
| Management And General | 1390 | ManagementAndGeneral |
| Fundraising | 1607 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15480 | Total |
| Program Services | 8070 | ProgramServices |
| Management And General | 3036 | ManagementAndGeneral |
| Fundraising | 4374 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 261 | Total |
| Management And General | 261 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25510 | Total |
| Management And General | 25510 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1140 | Total |
| Management And General | 1140 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43784 | Total |
| Program Services | 19311 | ProgramServices |
| Management And General | 7875 | ManagementAndGeneral |
| Fundraising | 16598 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4156 | Total |
| Program Services | 1969 | ProgramServices |
| Management And General | 1015 | ManagementAndGeneral |
| Fundraising | 1172 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32697 | Total |
| Program Services | 15492 | ProgramServices |
| Management And General | 7982 | ManagementAndGeneral |
| Fundraising | 9223 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 108111 | Total |
| Program Services | 83329 | ProgramServices |
| Management And General | 21726 | ManagementAndGeneral |
| Fundraising | 3056 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 118289 | Total |
| Program Services | 74754 | ProgramServices |
| Management And General | 31143 | ManagementAndGeneral |
| Fundraising | 12392 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22055 | Total |
| Program Services | 10450 | ProgramServices |
| Management And General | 5384 | ManagementAndGeneral |
| Fundraising | 6221 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2539 | Total |
| Program Services | 457 | ProgramServices |
| Management And General | 1810 | ManagementAndGeneral |
| Fundraising | 272 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| CONTRACT SERVICES | 164731 | 100300 | 14212 | 50219 |
| MISCELLANEOUS | 1955 | 823 | 568 | 564 |
| DUES AND SUBSCRIPTIONS | 1554 | 427 | 988 | 139 |
| STATE REGISTRATION FEES | 1158 | 1158 | ||
| RECOGNITION AND AWARDS | 256 | 256 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 787921 | Total |
| Program Services | 454804 | ProgramServices |
| Management And General | 165712 | ManagementAndGeneral |
| Fundraising | 167405 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53404 | BOY |
| EOY | 23343 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 254880 | BOY |
| EOY | 337893 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 98650 | BOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7759 | BOY |
| EOY | 6592 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 50000 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8402 | BOY |
| EOY | 5288 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 109553 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 79671 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48196 | BOY |
| EOY | 29882 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4427599 | BOY |
| EOY | 4148748 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 94483 | BOY |
| EOY | 103015 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4993373 | BOY |
| EOY | 4704761 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20858 | BOY |
| EOY | 16843 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20858 | BOY |
| EOY | 16843 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4778890 | BOY |
| EOY | 4571519 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 99142 | BOY |
| EOY | 13384 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 94483 | BOY |
| EOY | 103015 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4972515 | BOY |
| EOY | 4687918 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4993373 | BOY |
| EOY | 4704761 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -35600 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -248997 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11576 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 163887 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 80506 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 160534 | CurrentTaxYearMinus1Year |
| Current Tax Year | 33557 | CurrentTaxYear |
| Total | 450060 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11576 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 163887 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 80506 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 160534 | CurrentTaxYearMinus1Year |
| Current Tax Year | 33557 | CurrentTaxYear |
| Total | 450060 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 159269 | AmountsSubstContributorsTotal |
| Public Support Total170 | 290791 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 211758 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 322008 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 171951 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 104483 | CurrentTaxYearMinus1Year |
| Current Tax Year | 198252 | CurrentTaxYear |
| Total | 1008452 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 772 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 216 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3457 | CurrentTaxYearMinus2Years |
| Current Tax Year | 6078 | CurrentTaxYear |
| Total | 10523 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 1469035 | TotalSupport |
| Gross Receipts From Admissions Etc | 19279 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.19790 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.18640 | PublicSupportPertcentPriorYear |
| Ten Percent Test Current Year | X | TenPercentTestCurrentYear |
| Facts And Circumstances Test | THE ORGANIZATION RECEIVED MORE THAN 10% OF ITS SUPPORT FROM THE GENERAL PUBLIC, FOUNDATIONS, OTHER PUBLICLY SUPPORTED ORGANIZATIONS, OR GOVERNMENTAL UNITS. IN ADDITION, THE ORGANIZATION'S STRONG COMMITMENT TO INCREASING ITS BONA FIDE PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC IS FURTHER DEMONSTRATED THROUGH ITS HIRING OF A FULL TIME PRESIDENT AND ADDITIONAL STAFF. | FactsAndCircumstancesTest |
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
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2784 | OtherCostOrOtherBasis |
| Depreciation | 1778 | Depreciation |
| Book Value | 1006 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 57875 | OtherCostOrOtherBasis |
| Depreciation | 36376 | Depreciation |
| Book Value | 21499 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 48894 | OtherCostOrOtherBasis |
| Depreciation | 41517 | Depreciation |
| Book Value | 7377 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 29882 | TotalOfBookValueLandBuildings |
| Total Revenue | 752321 | TotalRevenue |
| Total Expenses | 787921 | TotalExpenses |
| Excess Or Deficit For Year | -35600 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -257529 | NetUnrealizedGLOnInvestments |
| Other | $8,532 | OtherAmount |
| Total Adjustments | -248997 | TotalAdjustments |
| Excess Or Deficit Per FS | -284597 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 509075 | TotRevenueEtcAuditedFinclStmt |
| Donated Srvc And Use Of Facilities | 5751 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 8532 | OtherRevenues |
| Revenue Not Rptd F990 | 14283 | RevenueNotRptdF990 |
| Revenue Subtotal | 494792 | RevenueSubtotal |
| Other Revenues Not Included | 257529 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 257529 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 752321 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 793672 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 5751 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 5751 | ExpensesNotRptdF990 |
| Expenses Subtotal | 787921 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 787921 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | REVALUATION GAIN ON INTEREST IN LUMSDEN TRUST 8,532. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | REVALUATION GAIN ON INTEREST IN LUMSDEN TRUST 8,532. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | UNREALIZED LOSSES ON INVESTMENTS 257,529. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
| No Grant More Than5000 | X | NoGrantMoreThan5000 |
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: USE OF GRANTS IS MONITORED THROUGH ANNUAL FINANCIAL REPORTS AND MONTHLY GRANT MANAGEMENT CALLS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JEANNETTE PAI-ESPINOSA | NamePerson |
| Base Compensation Filing Org | 153000 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 4590 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 157590 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | AUTHORITY IS DELEGATED TO THE EXECUTIVE COMMITTEE WHICH IS COMPOSED OF CHAIR, VICE CHAIR, SECRETARY, TREASURER AND ASSISTANT TREASURER - ALL ARE MEMBER OF THE BOARD OF TRUSTEES. | |
| THE MISSION STATEMENT WAS REVISED. | FORM 990, PART VI, SECTION A, LINE 4 | |
| TREASURER AND FINANCE COMMITTEE WILL REVIEW THE 990 PRIOR TO SUBMISSION. | FORM 990, PART VI, SECTION B, LINE 11 | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD OF TRUSTEES AND ALL STAFF ARE COVERED UNDER THE CONFICT OF INTEREST POLICY. IN INSTANCE WHERE THERE MAY BE A CONFLICT OF INTEREST INDIVIDUALS ARE EXPECTED TO RAISE THE ISSUE AND THE BOARD FOLLOWS THE POLICY. THE BOARD REVIEW POTENTIAL CONFLICTS OF INTEREST FOR ACTION AS/IF NEEDED. | |
| FORM 990, PART VI, SECTION B, LINE 15A | FOR THE CEO, AN ANNUAL REVIEW IS COMPLETED AND THE BOARD MAKES DECISIONS ABOUT COMPENSATION. | |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -257,529. REVALUATION GAIN ON INTEREST IN LUMSDEN TRUST 8,532. TOTAL TO FORM 990, PART XI, LINE 5: -248,997. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, SCHEDULE A, PART II, SECTION C, LINE 17A | THE AMENDED RETURN NOW SHOWS THAT THE ORGANIZATION QUALIFIES AS A PUBLICLY SUPPORTED ORGANIZATION UNDER THE FACTS AND CIRCUMSTANCES TEST. | EXPLANATION OF NEW INFORMATION ON AMENDED 990 |
| FORM 990, SCHEDULE A, PART IV | SCHEDULE A, PART IV NOW EXPLAINS WHY THE ORGANIZATION QUALIFIES AS A PUBLICLY SUPPORTED ORGANIZATION UNDER THE FACTS AND CIRCUMSTANCES TEST. | EXPLANATION OF NEW INFORMATION ON AMENDED 990 |
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