COMMUNITY HEALTH INITIATIVE NAPA COUNTY INC: Form 990, tax year 2010
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- Organization
- COMMUNITY HEALTH INITIATIVE NAPA COUNTY INC (EIN 25-1924934)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-03-28
- IRS object ID
- 201210889349301156
- 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 | 2012-03-28T18:43:31-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | G & J SEIBERLICH & CO LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3264 VILLA LANE | AddressLine1 |
| City | NAPA | City |
| State | CA | State |
| ZIP Code | 94558 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251924934 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHILDREN'S HEALTH INITIATIVE NAPA COUNTY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CHIL | NameControl |
| Phone | 7072270830 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2160 JEFFERSON STREET SUITE 110 | AddressLine1 |
| City | NAPA | City |
| State | CA | State |
| ZIP Code | 94559 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DALE W BERRY | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 7072270830 | Phone |
| Date Signed | 2012-03-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WENDELL R COATS | Name |
| Phone | 7072247948 | 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) |
|---|---|---|
| Name Of Principal Officer Person | MARK DIEL | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2160 JEFFERSON STREET SUITE 110 | AddressLine1 |
| City | NAPA | City |
| State | CA | State |
| ZIP Code | 94559 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 733496 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.NAPACHI.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2005 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE ACCESS FOR ALL CHILDREN IN NAPA COUNTY TO AFFORDABLE HEALTH INSURANCE AND ACCESS TO COMPREHENSIVE QUALITY CARE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 10 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 10 | NbrIndependentVotingMembers |
| Total Nbr Employees | 11 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1064396 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 668055 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 7790 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 45864 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 4536 | InvestmentIncomePriorYear |
| Investment Income Current Year | 4289 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -28882 | OtherRevenuePriorYear |
| Other Revenue Current Year | -33381 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1047840 | TotalRevenuePriorYear |
| Total Revenue Current Year | 684827 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 506135 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 573674 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 66687 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 408133 | OtherExpensePriorYear |
| Other Expenses Current Year | 218855 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 914268 | TotalExpensesPriorYear |
| Total Expenses Current Year | 792529 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 133572 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -107702 | RevenuesLessExpensesCY |
| Total Assets BOY | 464019 | TotalAssetsBOY |
| Total Assets EOY | 347659 | TotalAssetsEOY |
| Total Liabilities BOY | 30099 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 21441 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 433920 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 326218 | NetAssetsOrFundBalancesEOY |
| Mission Description | CREATE AMD MAINTAIN A SYSTEM WHEREBY ALL NAPA COUNTY CHILDREN HAVE ADEQUATE HEALTH INSURANCE COVERAGE AND ACCESS TO ALL NEEDED HEALTH CARE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 443000 | Expense |
| Description | PROVIDE ENROLLMENT ASSISTANCE TO, AND MAINTAIN, OVER 6,000 LOW INCOME CHILDREN IN SUBSIDIZED HEALTH INSURANCE COVERAGE USING ACTIVE CASE MANAGEMENT SERVICES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 137591 | Expense |
| Revenue | 45864 | Revenue |
| Description | PROVIDE ENROLLMENT ASSISTANCE TO, AND MAINTAIN, OVER 600 LOW INCOME CHILDREN IN CALFRESH (FOOD STAMPS) USING ACTIVE CASE MANAGEMENT SERVICES. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 51733 | Expense |
| Description | TRAIN, LEAD AND PROVIDE ONGOING CONSULTATION SERVICES TO A COUNTY WIDE NETWORK OF CHILDRENS HEALTH INSURANCE "CERTIFIED APPLICATION ASSISTANTS" EMPLOYED BY OTHER NON-PROFITS AND LOCAL GOVERNMENT AGENCIES. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 632324 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 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 | 0 | 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 | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | 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 | 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 |
| Number Forms Transmitted With1096 | 4 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 11 | 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 |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 10 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 10 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DALE BERRY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7072270830 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2160 JEFFERSON STREET SUITE 110 | AddressLine1 |
| City | NAPA | City |
| State | CA | State |
| ZIP Code | 94559 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (11 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| BRAD ONORATO | ||||||||
| PRESIDENT | 2.00 | X | X | 0 | 0 | 0 | ||
| MIKE MCCLURE | ||||||||
| VICE PRESIDENT | 2.00 | X | X | 0 | 0 | 0 | ||
| JOELLE GALLAGHER | ||||||||
| TREASURER | 2.00 | X | X | 0 | 0 | 0 | ||
| HOLLY FINKELSTEIN | ||||||||
| SECRETARY | 2.00 | X | X | 0 | 0 | 0 | ||
| MARK BONTRAGER | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| JAMES COTTER | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| DENNIS PEDISICH | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| CLIFFORD SARKIN | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| PAMELA KRELL | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| DOLORES CAKEBREAD | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| MARK DIEL | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | 138499 | 0 | 0 | X | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 138499 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 73429 | FundraisingEvents |
| Government Grants | 100000 | GovernmentGrants |
| All Other Contributions | 494626 | AllOtherContributions |
| Noncash Contributions | 15288 | NoncashContributions |
| Total Contributions | 668055 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PROGRAM FEES | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 45864 | TotalRevenueColumn |
| Related Or Exempt Function Income | 45864 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 45864 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4289 | TotalRevenueColumn |
| Exclusion | $4,289 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 15288 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 73429 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 48669 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -33381 | TotalRevenueColumn |
| Exclusion | -$33,381 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 684827 | TotalRevenueColumn |
| Related Or Exempt Function Income | 45864 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$29,092 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 138499 | Total |
| Program Services | 113569 | ProgramServices |
| Management And General | 19390 | ManagementAndGeneral |
| Fundraising | 5540 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 297170 | Total |
| Program Services | 243679 | ProgramServices |
| Management And General | 41604 | ManagementAndGeneral |
| Fundraising | 11887 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 116651 | Total |
| Program Services | 95654 | ProgramServices |
| Management And General | 16331 | ManagementAndGeneral |
| Fundraising | 4666 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21354 | Total |
| Program Services | 17510 | ProgramServices |
| Management And General | 2990 | ManagementAndGeneral |
| Fundraising | 854 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15160 | Total |
| Program Services | 14534 | ProgramServices |
| Management And General | 313 | ManagementAndGeneral |
| Fundraising | 313 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50268 | Total |
| Program Services | 41219 | ProgramServices |
| Management And General | 7038 | ManagementAndGeneral |
| Fundraising | 2011 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7509 | Total |
| Program Services | 7134 | ProgramServices |
| Management And General | 225 | ManagementAndGeneral |
| Fundraising | 150 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16519 | Total |
| Program Services | 14983 | ProgramServices |
| Management And General | 768 | ManagementAndGeneral |
| Fundraising | 768 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5779 | Total |
| Program Services | 4739 | ProgramServices |
| Management And General | 809 | ManagementAndGeneral |
| Fundraising | 231 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7192 | Total |
| Program Services | 5897 | ProgramServices |
| Management And General | 1007 | ManagementAndGeneral |
| Fundraising | 288 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| SUPPLIES | 59477 | 29306 | 498 | 29673 |
| TELEPHONE | 15355 | 14587 | 461 | 307 |
| PROFESSIONAL FEES | 12371 | 10919 | 860 | 592 |
| CONSULTING EXPENSE | 8931 | 0 | 0 | 8931 |
| TRAINING | 7483 | 7483 | 0 | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12811 | Total |
| Program Services | 11111 | ProgramServices |
| Management And General | 1224 | ManagementAndGeneral |
| Fundraising | 476 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 792529 | Total |
| Program Services | 632324 | ProgramServices |
| Management And General | 93518 | ManagementAndGeneral |
| Fundraising | 66687 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 433478 | BOY |
| EOY | 280432 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8000 | BOY |
| EOY | 46134 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1431 | BOY |
| EOY | 1431 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 36971 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 26850 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15567 | BOY |
| EOY | 10121 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 3667 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5543 | BOY |
| EOY | 5874 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 464019 | BOY |
| EOY | 347659 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8936 | BOY |
| EOY | 10552 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21163 | BOY |
| EOY | 10889 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30099 | BOY |
| EOY | 21441 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 268611 | BOY |
| EOY | 219968 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 165309 | BOY |
| EOY | 106250 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 433920 | BOY |
| EOY | 326218 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 464019 | BOY |
| EOY | 347659 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -107702 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 1 | AccountantCompileOrReview |
| FS Audited | 0 | 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 Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 685290 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1319762 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1048752 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1064396 | CurrentTaxYearMinus1Year |
| Current Tax Year | 668055 | CurrentTaxYear |
| Total | 4786255 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 37230 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10310 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 15280 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7790 | CurrentTaxYearMinus1Year |
| Current Tax Year | 45864 | CurrentTaxYear |
| Total | 116474 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 722520 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1330072 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1064032 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1072186 | CurrentTaxYearMinus1Year |
| Current Tax Year | 713919 | CurrentTaxYear |
| Total | 4902729 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | 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) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 4902729 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 13401 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4138 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2054 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4536 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4289 | CurrentTaxYear |
| Total | 28418 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 13401 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4138 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2054 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4536 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4289 | CurrentTaxYear |
| Total | 28418 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 735921 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1334210 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1066086 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1076722 | CurrentTaxYearMinus1Year |
| Current Tax Year | 718208 | CurrentTaxYear |
| Total | 4931147 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99420 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99460 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00580 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00540 | 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
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 36971 | OtherCostOrOtherBasis |
| Depreciation | 26850 | Depreciation |
| Book Value | 10121 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 10121 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ACCRUED EXPENSES | Description |
| Amount | $10,889 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 10889 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X: | ReturnReference |
| Explanation | THE ORGANIZATION ADOPTED THE PROVISIONS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS ON JANUARY 1, 2009. IT EVALUATES ITS TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN TO DETERMINE WHETHER THE TAX POSITIONS ARE MORE-LIKELY-THAN-NOT OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS NOT DEEMED TO MEET THE MORE-LIKELY-THAN-NOT THRESHOLD ARE RECORDED AS AN EXPENSE IN THE APPLICABLE YEAR. AS OF JUNE 30, 2011, THE ORGANIZATION DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESSEX & DRAKE | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1202 UNIVERSITY AVENUE | AddressLine1 |
| City | SAN JOSE | City |
| State | CA | State |
| ZIP Code | 95126 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | MAJOR GIFT PROGRAM DEVELOPMENT | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 26500 | GrossReceipts |
| Amount Retained By Contractor | 57600 | AmountRetainedByContractor |
| Net To Organization | 0 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 26500 | TotalGrossReceipts |
| Total Retained By Contractors | 57600 | TotalRetainedByContractors |
| Licensed States | CA | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ANNUAL EVENT | NameOfEvent1 |
| Gross Receipts Event1 | 50898 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 42803 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 8095 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 5000 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 17777 | OtherDirectExpensesEvent1 |
| Name Of Event2 | ANNIVERSARY EVENT | NameOfEvent2 |
| Gross Receipts Event2 | 36145 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 28952 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 7193 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 1642 | RentFacilityCostsEvent2 |
| Other Direct Expenses Event2 | 21238 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 2 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 1674 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 1674 | CharitableContribOtherEvents |
| Other Direct Expenses Other Events | 3012 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 88717 | GrossReceiptsTotal |
| Charitable Contributions Total | 73429 | CharitableContributionsTotal |
| Gross Revenue Total Events | 15288 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 6642 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 42027 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 48669 | DirectExpenseSummaryEvents |
| Net Income Summary | -33381 | NetIncomeSummary |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 WILL BE REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS PRIOR TO FILING. ANY QUESTIONS OR ISSUES WILL BE DISCUSSED. | |
| EACH DIRECTOR, OFFICER, EMPLOYEE SHALL BE PROVIDED WITH AND ASKED TO REVIEW A COPY OF THE POLICY AND TO ACKNOWLEDGE IN WRITING THAT HE OR SHE HAS DONE SO. ANNUALLY EACH DIRECTOR, OFFICER, EMPLOYEE SHALL COMPLETE A DISCLOSURE FORM IDENTIFYING ANY RELATIONSHIPS, POSITIONS OR CIRCUMSTANCES IN WHICH S/HE IS INVOLVED THAT HE OR SHE BELIEVES COULD CONTRIBUTE TO A CONFLICT OF INTEREST. | FORM 990, PART VI, SECTION B, LINE 12C | |
| COMPARABILITY DATA IS REVIEWED BY THE EXECUTIVE COMMITTEE, WHICH DETERMINES THE COMPENSATION OF THE EXECUTIVE DIRECTOR. | FORM 990, PART VI, SECTION B, LINE 15A | |
| CONSISTENT WITH THE REQUIREMENTS OF SECTION 6104(D) OF THE INTERNAL REVENUE CODE AND THE REGULATIONS THERE UNDER, COPIES OF THE ORGANIZATION'S FORM 990 SHALL BE MADE AVAILABLE, UPON REQUEST, IN A TIMELY MANNER, AND [WITHOUT CHARGE OR SUBJECT TO THE CHARGES PERMITTED BY LAW] TO ANY INDIVIDUALS WHO REQUEST IT. | FORM 990, PART VI, SECTION C, LINE 19 |
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