WAHUPA EDUCATIONAL ENTERPRISES INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- WAHUPA EDUCATIONAL ENTERPRISES INC (EIN 95-3407246)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-03-20
- IRS object ID
- 201240809349300124
- Schema version
- 2010v3.2
- 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 | 2012-03-20T13:52:18-07:00 | 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 | Goodsell & Company Inc CPAs | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3143 Fourth Avenue | AddressLine1 |
| City | San Diego | City |
| State | CA | State |
| ZIP Code | 92103 | 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 | 953407246 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAHUPA EDUCATIONAL ENTERPRISES INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WAHU | NameControl |
| Phone | 6192974471 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3960 PARK BLVD SUITE D | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 92103 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARTHA MARQUEZ-METCALF | Name |
| Title | Treasurer | Title |
| Date Signed | 2012-03-20 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KRYSTYNA S HOLC CPA | Name |
| Phone | 6192384343 | 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 | MARTHA MARQUEZ-METCALF | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3636 ALBERT STREET | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 92103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1273364 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1979 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | THE PRIMARY EXEMPT PURPOSE OF WAHUPA EDUCATIONAL ENTERPRISES, INC. IS TO PROVIDE SERVICES IN THE AREA OF EDUCATIONAL ADVISEMENT AND COUNSELING TO INDIVIDUALS FROM MINORITY OR ECONOMICALLY DISADVANTAGED AREAS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 5 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 5 | NbrIndependentVotingMembers |
| Total Nbr Employees | 36 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 1228861 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1273353 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 77 | InvestmentIncomePriorYear |
| Investment Income Current Year | 11 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1228938 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1273364 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 906115 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 944406 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 311681 | OtherExpensePriorYear |
| Other Expenses Current Year | 352233 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1217796 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1296639 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 11142 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -23275 | RevenuesLessExpensesCY |
| Total Assets BOY | 116687 | TotalAssetsBOY |
| Total Assets EOY | 66932 | TotalAssetsEOY |
| Total Liabilities BOY | 118061 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 91581 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -1374 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -24649 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE PRIMARY EXEMPT PURPOSE OF WAHUPA EDUCATIONAL ENTERPRISES, INC. IS TO PROVIDE SERVICES IN THE AREA OF EDUCATIONAL ADVISEMENT AND COUNSELING TO INDIVIDUALS FROM MINORITY OR ECONOMICALLY DISADVANTAGED AREAS. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 597677 | Expense |
| Revenue | 589310 | Revenue |
| Description | EDUCATIONAL TALENT SEARCH PROJECT - THIS PROJECT TARGETS HIGH SCHOOL STUDENTS FROM ECONOMICALLY DISADVANTAGED AREAS WHO DEMONSTRATE THE ABITLITY AND DESIRE TO PURSUE A POST-SECONDARY EDUCATION. COUNSELING AND FOLLOW-UP IS OFFERED TO STUDENTS WHO MAY OTHERWISE BELIEVE SUCH A GOAL IS UNATTAINABLE BECAUSE OF ECONOMIC AND SOCIAL FACTORS. THE PROJECT SERVES APPROXIMATELY 2,366 PARTICIPANTS IN THE SAN DIEGO COUNTY AREA. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 361444 | Expense |
| Revenue | 347730 | Revenue |
| Description | UPWARD BOUND PROJECT - THIS PROJECT SERVICES ADOLESCENTS FROM ECONOMICALLY DISADVANTAGED AREAS WITH AN INTENSIVE TUTORING AND MONITORING PROGRAM FOR PARTICIPANTS WHO WISH TO PURSUE A POST-SECONDARY EDUCATION. THE PARTICIPANTS START IN THE NINTH OR TENTH GRADE AND ARE MONITORED FROM THE TIME THEY BEGIN THE PROGRAM THROUGH THE FIFTH YEAR FOLLOWING GRADUATION FROM HIGH SCHOOL. PARTICIPANTS ATTEND WEEKEND CLASSES AND A FIVE TO SIX WEEK SUMMER RESIDENTIAL PROGRAM AT A UNIVERSITY CAMPUS FOR WHICH THEY RECEIVE HIGH SCHOOL CREDIT. THE PROJECT SERVES APPROXIMATELY 66 PARTICIPANTS FROM THE SAN DIEGO COUNTY AREA. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 328489 | Expense |
| Revenue | 335889 | Revenue |
| Description | EDUCATIONAL OPPORTUNITY CENTER - THIS PROJECT SERVES INDIVIDUALS FROM ECONOMICALLY DISADVANTAGED AREAS WHO FAILED TO PURSUE A POST-SECONDARY EDUCATION BUT HAVE THE DESIRE AND POTENTIAL TO RE-ENTER AND COMPLETE A POST-SECONDARY PROGRAM OF EDUCATION OR TRAINING. INFORMATION REGARDING FINANCIAL AND ACADEMIC ASSISTANCE AND ASSISTANCE IN APPLYING FOR ADMISSION IS PROVIDED TO QUALIFIED PARTICIPANTS. THE PROJECT SERVICES APPROXIMATELY 1,210 PARTICIPANTS IN THE SAN DIEGO COUNTY AREA. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 1287610 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | false | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 7 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | false | ComplianceWithBackupWitholding |
| Number Of Employees | 36 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | false | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Form8886 T Filed | false | Form8886TFiled |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Non Deductible Disclosure | false | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Quid Pro Quo Disclosure | false | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Form720 Filed | false | Form720Filed |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 5 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 5 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | false | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Policies Reference Chapters | false | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JUDITH ORTIZ | NamePerson |
| Telephone Number | 6192974471 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3960 PARK BLVD SUITE D | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 921033506 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
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 |
|---|---|---|---|---|---|---|
| ROBERT METCALF | ||||||
| Vice President | 0.00 | X | 0 | 0 | 0 | |
| PORTIA DAWSON | ||||||
| MEMBER | 0.00 | X | 0 | 0 | 0 | |
| PATRICIA FITZMORRIS | ||||||
| President | 0.00 | 0 | 0 | 0 | X | |
| MARTHA MARQUEZ-METCALF | ||||||
| Treasurer | 0.00 | 0 | 0 | 0 | X | |
| JUDITH ORTIZ | ||||||
| Executive Direc | 38.00 | X | 0 | 0 | 0 | |
| JIM PAULEY | ||||||
| MEMBER | 0.00 | X | 0 | 0 | 0 | |
| ENRIQUETA CHAVEZ | ||||||
| MEMBER | 0.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Government Grants | 1272928 | GovernmentGrants |
| All Other Contributions | 425 | AllOtherContributions |
| Total Contributions | 1273353 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11 | TotalRevenueColumn |
| Exclusion | $11 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1273364 | TotalRevenueColumn |
| Exclusion | $11 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 761649 | Total |
| Program Services | 761649 | ProgramServices |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32420 | Total |
| Program Services | 32420 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 87180 | Total |
| Program Services | 87180 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63157 | Total |
| Program Services | 63157 | ProgramServices |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21071 | Total |
| Program Services | 21071 | ProgramServices |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11898 | Total |
| Program Services | 11852 | ProgramServices |
| Management And General | 46 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28426 | Total |
| Program Services | 28426 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27741 | Total |
| Program Services | 26583 | ProgramServices |
| Management And General | 1158 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8094 | Total |
| Program Services | 8094 | ProgramServices |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| SUBCONTRACTED SERVICES | 81485 | 81485 |
| STAFF TRAINING & MEETINGS | 15871 | 15871 |
| RESIDENTIAL PROGRAM | 89239 | 89239 |
| REPAIRS & MAINTENANCE | 10362 | 10362 |
| PARTICIPANT ACTIVITIES | 22122 | 22122 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35924 | Total |
| Program Services | 28099 | ProgramServices |
| Management And General | 7825 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1296639 | Total |
| Program Services | 1287610 | ProgramServices |
| Management And General | 9029 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35960 | BOY |
| EOY | 2201 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18953 | BOY |
| EOY | 15348 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55956 | BOY |
| EOY | 47733 | EOY |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5818 | BOY |
| EOY | 1650 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 116687 | BOY |
| EOY | 66932 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11765 | BOY |
| EOY | 19796 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 106296 | BOY |
| EOY | 71785 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 118061 | BOY |
| EOY | 91581 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -1374 | BOY |
| EOY | -24649 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -1374 | BOY |
| EOY | -24649 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 116687 | BOY |
| EOY | 66932 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -23275 | ReconcilationRevenueExpenses |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Other | X | MethodOfAccountingOther |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
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 | 1320998 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1244458 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1241484 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1228861 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1273353 | CurrentTaxYear |
| Total | 6309154 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1320998 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1244458 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1241484 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1228861 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1273353 | CurrentTaxYear |
| Total | 6309154 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 0 | AmountsSubstContributorsTotal |
| Public Support Total170 | 6309154 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 269 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 250 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 113 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 77 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11 | CurrentTaxYear |
| Total | 720 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 6309874 | TotalSupport |
| Public Support Pertcentage170 | 0.99990 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.99990 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule D IRS990ScheduleD
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| SUI PAYABLE | $663 |
| Rounding | $1 |
| PENSION PLAN CONTRIBUTION PAYABLE | $26,782 |
| OTHER ACCRUED EXPENSES | $28,876 |
| ACCRUED PAYROLL & PAYROLL TAXES | $15,463 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 71785 | TotalOfAmounts |
| Total Revenue | 1273364 | TotalRevenue |
| Total Expenses | 1296639 | TotalExpenses |
| Excess Or Deficit For Year | -23275 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | -23275 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1273364 | TotRevenueEtcAuditedFinclStmt |
| Revenue Subtotal | 1273364 | RevenueSubtotal |
| Total Revenue Per Form990 | 1273364 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1296639 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 1296639 | ExpensesSubtotal |
| Total Expenses Per Form990 | 1296639 | TotalExpensesPerForm990 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part VI, Line 19 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | DOCUMENTS ARE MADE AVAILABLE UPON REQUEST OF AN INTERESTED PARTY. |
| Form 990, Part VI, Line 15b | Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | FOR THE MOST RECENT HIRING OF THE DIRECTOR OF TRIO PROGRAMS (THE TOP MANAGEMENT OFFICIAL) THE MANAGEMENT CONSULTED WITH INDEPENDENT UNIVERSITY ADMINISTRATORS, NON-PROFIT ADMINISTRATORS, AND AN EXTERNAL EVALUATOR WHO DID EXTENSIVE TRAINING AND EXTERNAL EVALUATIONS FOR TRIO OUTREACH PROGRAMS. WE ALSO FOUND INDIVIDUAL DIRECTORS OF TRIO PROGRAMS AND OTHER OUTREACH PROGRAMS WHO WERE WILLING TO DISCLOSE SALARY LEVELS BOTH FOR PROJECT DIRECTORS OF INDIVIDUAL TRIO GRANT PROGRAMS AND DIRECTORS WITH RESPONSIBILITY FOR SEVERAL GRANT PROGRAMS, AS IS THE CASE WITH OUR DIRECTOR OF TRIO PROGRAMS. THE RESULTS INDICATED THAT THE COMPENSATION FOR THE DIRECTOR OF TRIO PROGRAMS IS EXTREMELY LOW, AS COMPARED WITH NON-PROFITS, BUT ESPECIALLY COMPARED WITH TRIO DIRECTORS WHO WORK FOR COMMUNITY COLLEGES AND UNIVERSITIES. |
| Form 990, Part VI, Line 12c | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | THE AGENCY HAS FOLLOWED A PROCESS OF ANNUALLY REVIEWING THE CONFLICT OF INTEREST POLICY AND ITS PRACTICAL IMPLICATIONS AS PART OF AN ANNUAL RETRAINING IN THE EMPLOYEE MANUAL AND FEDERAL REGULATIONS FOR EACH GRANT PROJECT'S STAFF, EITHER AT STAFF MEETINGS OR AT TRAINING RETREATS. UNTIL 2009 ALL EMPLOYEES WERE ASKED ORALLY WHETHER THEY HAD DEVELOPED ANY INTERESTS OUTSIDE THE AGENCY AND WERE UNSURE AS TO WHETHER THEY MIGHT RAISE A POSSIBILITY OF CONFLICT OF INTEREST, AND ASKED TO DISCLOSE AND DISCUSS ANY SUCH INTERESTS WITH THEIR IMMEDIATE SUPERVISORS. THE BOARD OF DIRECTORS DISCUSSED THE ISSUE PERIODICALLY EACH YEAR WITH A FOCUS ON THE KINDS OF CONFLICTS THAT MOST OFTEN COULD ARISE FOR BOARD MEMBERS, BUT ALSO WITH RESPECT TO THE PROCEDURES FOLLOWED BY STAFF SUPERVISORS IN WATCHING FOR SIGNS OF CONFLICT OF INTEREST AMONG PROJECT DIRECTORS OR STAFF WORKERS.WRITTEN DECLARATIONS OF ANNUAL DISCLOSURE: IN 2009, IN ORDER TO HAVE BETTER DOCUMENTATION OF THIS MONITORING PROCESS, THE MEMBERS OF THE BOARD AND THE CHIEF MANAGEMENT OFFICER FILLED OUT WRITTEN DECLARATIONS, INCLUDING BUT NOT LIMITED TO THE SPECIFIC CONFLICT OF INTEREST SITUATIONS THAT WERE LISTED IN THE REVISED POLICY. THE BOARD ALSO DECIDED THAT THE WRITTEN DECLARATION WOULD BE REQUIRED OF PROJECT DIRECTORS OF THE INDIVIDUAL GRANT PROJECTS STARTING IN 2010.ANNUAL DISCLOSURES: THE CONFLICT OF INTEREST POLICY IN THE EMPLOYMENT MANUAL WAS SUPPLEMENTED WITH A REQUIREMENT (AS A CONDITION OF EMPLOYMENT) THAT ALL FULL-TIME, PROFESSIONAL STAFF MUST DISCLOSE TO THEIR IMMEDIATE SUPERVISORS THEIR PLANS TO ENTER INTO ANY EMPLOYMENT OR CONTRACT FOR THEIR SERVICES OUTSIDE WAHUPA PRIOR TO ENTERING INTO ANY SUCH AGREEMENTS. HOWEVER, AS NOTED ABOVE, THE AGENCY NOW REQUIRES AN ACTUAL WRITTEN DECLARATION ANNUALLY OF ALL PRIMARY SUPERVISORY PERSONNEL AND OF THE BOARD MEMBERS SO THAT AN ANNUAL WRITTEN DISCLOSURE IS DOCUMENTED. |
| Form 990, Part VI, Line 11 | Form 990, Part VI, Line 11: Form 990 Review Process | EACH BOARD MEMBER WILL REVIEW THE RETURN FOR CONTENT AND ACCURACY. |
| Form 990, Part VI, Line 2 | Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et | ROBERT METCALF AND MARTHA MARQUEZ-METCALF ARE HUSBAND AND WIFE. |
| Client Note 1 - FORM 8868, PART II, LINE 7:REASON FOR ADDITIONAL EXTENSION:A FINANCIAL STATEMENT AUDIT FOR THE YEAR ENDED JUNE 30, 2011 IS CURRENTLY UNDERWAY AND EXPECTED TO BE COMPLETED WITHIN 30 DAYS. THE FINDINGS OF THIS AUDIT WILL AFFECT THE FINANCIAL INFORMATION PRESENTED ON FORM 990. THEREFORE THE TAXPAYER RESPECTFULLY REQUESTS ADDITIONAL TIME TO PREPARE AND FILE A COMPLETE AND ACCURATE TAX RETURN. |
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