2011-05-13T16:13:51-05:00 2010-06-30 Harrington Group CPAs LLP 2670 Mission Street Suite 200 San Marino CA 91108 990 2009-07-01 943255070 Community Initiatives COMM 4152307700 354 Pine Street No 700 San Francisco CA 94104 M Melanie Beene 4152307700 2011-05-13 6264036801 2009 2016-02-24 21:20:13Z M Melanie Beene 354 Pine Street No 700 San Francisco CA 94104 15159587 0 X www.communityin.org X 1997 CA COMMUNITY INITIATIVES CREATES PUBLIC BENEFIT BY PROVIDING FISCAL SPONSORSHIP FOR NONPROFIT* ACTIVITIES AND PROVIDING INFRASTRUCTURE SERVICES WITH INCREASED EFFICIENCY AND COST EFFECTIVENESS. 8 8 125 250 0 0 18473930 14369598 194298 293473 221387 62540 115636 433976 19005251 15159587 2251605 3967508 0 4990803 5833852 42998 0 669489 7765382 8029675 15050788 17831035 3954463 -2671448 19495404 16883725 754881 814650 18740523 16069075 COMMUNITY INITIATIVES ENABLES INDIVIDUALS AND GROUPS, WORKING TOGETHER, TO CREATE AND INVEST IN PROJECTS THAT BENEFIT THE PUBLIC. WE DO THIS BY PROVIDING FISCAL SPONSORSHIP AND FINANCIAL, HUMAN RESOURCES, AND GRANTS MANAGEMENT SERVICES TO UNICORPORATED NONPROFIT PROJECTS.THESE INCLUDE NEW INCUBATING NONPROFIT ORGANIZAIONS, COLLABORATIVE INITIATIVES OF PHILANTHROPIC FOUNDATIONS, AND PUBLIC/PRIVATE PARTNERSHIPS WITH GOVERNMENT AGENCIES. IN FYE 2010, COMMUNITY INTIATIVES SERVED 107 PROJECTS, THROUGHOUT CALIFORNIA, IN THE AREAS OF ARTS & CULTURE (17%), EDUCATION (27%), ENVIRONMENT (6%), HEALTH (9%), HUMAN SERVICES (16%), AND PUBLIC AFFAIRS (25%). FOR MORE INFORMATION SEE WWW.COMMUNITYIN.ORG. 0 0 16026618 293473 )COMMUNITY INITIATIVES (CI) THREE LARGEST PROGRAM SERVICE AREAS ARE: FINANCIAL MANAGEMENT, HUMAN RESOURCES AND GRANTS MANAGEMENT.IN THE AREA OF FINANCIAL MANAGEMENT CI PROVIDED, FOR 107 NONPROFIT ORGANIZATIONS, ACCOUNTING SERVICES, MONTHLY FINANCIAL REPORTS, FINANCIAL OVERSIGHT AND TRACKING OF GRANT REVENUES, AND AUDITING SUPPORT FOR INDIVIDUAL FUNDING AGENCY AUDITS, AS WELL AS PROVIDING A TOTAL ORGANIZATIONAL AUDIT.IN THE AREA OF HUMAN RESOURCES MANAGEMENT, CI PROVIDED ITS 107 PROJECTS WITH FULL SERVICE HUMAN RESOURCES SERVICES INCLUDING HR CONSULTATION, HIRE/TERMINATE PROCESSING, A 401(K) PROGRAM, AND FULL BENEFITS (HEALTH, DENTAL, VISION, LIFE INSURANCE). THESE SERVICES WERE PROVIDED TO 125 (CONCLUDED) EMPLOYEES. FOR AN ADDITIONAL 319 INDEPENDENT CONTRACTORS WE FILED 1099S PROVIDED EDD REPORTING.IN THE AREA OF GRANTS MANAGEMENT, CI MANAGED THE PHILANTHOPIC RELATIONSHIPS OF OUR 107 PROJECTS WITH ROUGHLY 200 INSTITUTIONAL DONORS. CI ACKNOWLEDGED MORE THAN 1,600 GIFTS, OPERATED A WEBSITE FOR ITS PROJECTS THROUGH WHICH DONATIONS WERE MADE, AND PROVIDED A PROCESS FOR RECEIPT OF STOCK DONATIONS. WE ALSO TRACKED THE INTERIM AND FINAL REPORTING ON GRANTS RECEIVED AND PROVIDED FINANCIAL AND PROGRAMMATIC OVERSIGHT FOR THESE GRANTS. 16026618 1 1 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 1 319 0 1 125 1 0 0 0 0 0 1 1 0 0 0 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X M MELANIE BEENE 4152307700 354 Pine Street Suite 700 San Francisco CA 94104 CHERYL POLK 1.00 X 0 0 0 FRANCES PHILLIPS 1.00 X 0 0 0 GENE TAKAGI 1.00 X 0 0 0 ALISON FONG 1.00 X 0 0 0 JANINE GUILLOT 1.00 X 0 0 0 RICK MARIANO 1.00 X 0 0 0 JENNY PEARLMAN 1.00 X 0 0 0 RUTH WILLIAMS 1.00 X 0 0 0 M MELANIE BEENE 37.50 X 177761 0 6894 JOHN B SINK 37.50 X 124898 0 0 JAMES BALL 37.50 X 0 0 0 CATHERINE ATKIN 40.00 X 156140 0 18738 KIMBERLY WICOFF 40.00 X 140361 0 0 DIANE MATSUDA 40.00 X 119616 0 0 DEBORAH KONG 40.00 X 119602 0 0 SCOTT MOORE 40.00 X 117741 0 0 SHANNAZ TAPLIN-CHINOY 0.00 X 33120 0 0 GREG COLVIN 0.00 X 27206 0 0 891547 0 25632 12 1 1 0 COMMUNITY PLANNG & RESEARCH LLC 6050 COMMERCE BLVD STE 204 ROHNERT PARK CA 94928 PLANNING & MANAGEMENT 745758 CAPITOL IMPACT LLC 1130 K STREET STE 250 SACRAMENTO CA 95814 STRATEGIC CONSULTING 126960 FOWLER HOFFMAN LLC 1925 EAST FRANCISCO BLVD SUITE G SAN RAFAEL CA 94901 COMMUNICATIONS CONSULTING 112185 TWOHIG CONSULTING 925 L STREET SUITE 850 SACRAMENTO CA 95814 STRATEGIC CONSULTING 104612 4 1586330 12783268 922837 14369598 PROGRAM SERVICE REVENU 900099 238958 238958 WORKSHOP/EVENTS 900099 54515 54515 293473 62540 62540 OTHER 900099 241022 241022 MEMBERSHIP DUES 900099 192623 192623 ROYALTY INCOME 900099 331 331 433976 15159587 293473 0 496516 3862009 3862009 105499 105499 209740 209740 4677233 3980021 405239 291973 546288 444905 68745 32638 400591 326247 50411 23933 34666 18692 15157 817 15400 8303 6733 364 2000 1859 70 71 3165638 2936092 113423 116123 258598 227819 15942 14837 763955 666377 63899 33679 420239 410752 9487 485211 373289 95275 16647 630615 602644 2834 25137 175938 167960 1821 6157 99244 34643 64601 99841 90214 9627 PROGRAM ACTIVITIES 1530322 1457979 72343 EVENTS 319055 295357 53 23645 TAXES/FEES/LICENSES 28953 15957 11358 1638 17831035 16026618 1134928 669489 12007960 14336417 7095404 2184370 6392 3774 156743 147194 397244 224842 228905 172402 26360 0 13208 19495404 16883725 754881 814650 754881 814650 X 1207367 1254905 17533156 14814170 18740523 16069075 19495404 16883725 X 0 1 1 X 1 1 X 10081035 15032873 18937551 17544678 14369598 75965735 10081035 15032873 18937551 17544678 14369598 75965735 75965735 315406 586931 479454 221387 62540 1665718 197189 89436 122122 341303 433976 1184026 78815479 0.96380 0.87600 X Schedule A, Part II, Line 10, Explanation of Other Income: MISCELLANEOUS INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 107563 322688 430251 17400784 17831035 1000000 250000 0 0 0 823457 1000000 600 1000000 2824057 4236086 43969 27407 3000 430251 504627 205864 250000 150 250000 706014 1059021 17499 6514 3000 107563 134576 1 52760 16000 2029 1 1 37478 5886 31592 355740 217571 138169 4026 1385 2641 172402 15159587 17831035 -2671448 0 -2671448 15342666 183079 183079 15159587 0 15159587 18014114 183079 183079 17831035 0 17831035 1 Arizona Community Foundation 2201 E Camelback ROAD Phoenix AZ 85016 35000 Community Experience Partnership Association of Science - Technology Centers Incorporated 1025 Vermont AveNUE NW SUITE 500 Washington DC 20005 42000 Noyce Fellows Leadership grant Baltimore Community Foundation 2 E Read STREET 8th Floor Baltimore MD 21202 83000 Community Experience Partnership Bay Area News Project 1714 Stockton Street SUITE 400 San Francisco CA 64133 1127317 Re-grant California Coalition for Youth PO Box 161448 Sacramento CA 95816 25910 California Wellness Foundation California Community Foundation 445 S Figueroa STREET SUITE 3400 Los Angeles CA 90071 166000 Community Experience Partnership Child & Family Policy Institute of California 925 L StREET SUITE 350 Sacramento CA 95814 9725 CC25I CoInvestment Partnership Communities of Opportunity 1 South Van Ness AveNUE 5th floor San Francisco CA 94103 51448 Re-grant Community Foundation for Southeast Michigan 333 W Fort StREET SUITE 2010 Detroit MI 48225 20000 Community Experience Partnership Community Foundation of Broward 1401 East Broward Blvd Fort Lauderdale FL 33301 50000 Community xperience Partnership Community Foundation of the Eastern Shore LLC 1324 Belmont AvENUE SUITE 401 Salisbury MD 21804 35000 Community Experience Partnership Community Foundation Serving Richmond and Central Virginia 7501 Boulders View DrIVE SUITE 110 Richmond VA 23225 58000 Community Experience Partnership Diabetes Hands Foundation 2046 Lincoln StREET 4 Berkeley CA 94709 31062 Re-grant Diversity Works 800 Heinz AveNUE 14 Berkeley CA 94710 5001 Event Funding Eva Soltes POBox 416 Joshua Tree CA 92252 100650 Performing Arts Exploratorium 3601 Lyon StREET San Francisco CA 94123 25000 Bay Science Project Forest and Indian Acres Camps 8 Rocky Point Carlisle MA 01741 48772 Camp Tuition Fostering Futures Scholarship Program PO Box 352 Concord CA 94522 10000 Scholarships Foundation for the Mid South 134 East Amite StREET Jackson MS 39201 35000 Community Experience Partnership Grand Rapids Community Foundation 185 Oakes StREET SW Grand Rapids MI 49503 167000 Community Experience Partnership Guardian Scholars Program at SF State University 1600 Holloway AveNUE SSB 201 San Francisco CA 94132 5000 Foster Youth Headwaters Outdoor School PO Box 1698 Santa Cruz CA 95061 7440 Scholarships Heritage Fund - the Community Foundation of Bartholomew County PO Box 1547 Columbus IN 47202 23000 Community Experience Partnership HomeownershipSF 275 Fifth StREET SUITE 314 San Francisco CA 94103 40185 Home Ownership Institute for Policy Studies 1112 16th STREET NW SUITE 600 Washington DC 20036 123150 Policy Development Intertribal Friendship House 523 International Blvd Oakland CA 94606 16074 To Fund ITFH Buiding Maine Community Foundation 1 Monument Way Portland ME 04101 111500 Community Experience Partnership Mission Science Workshop 3750 18th StREET San Francisco CA 94114 40000 Re-grant New Mexico Community Foundation 343 East Alameda StREET Santa Fe NM 87501 20000 Community Experience Partnership Northland Foundation 202 W Superior StREET SUITE 610 Duluth MN 55802 167000 Community Experience Partnership Open Source Digital Voting Foundation 665 Lytton AveNUE Palo Alto CA 94301 90000 grant Oregon Community Foundation 1221 SW Yamhill StEET SUIte 100 Portland OR 97205 82500 Community Experience Partnership Planned Parenthood Mar Monte 201 29th StREET SUITE A Sacramento CA 95816 28000 Materials Development Grant Rochester Area Community Foundation 500 East AveNUE Rochester NY 14607 70000 Community Experience Partnership Rose Community Foundation 600 South Cherry StREET SUITE 1200 Denver CO 802461712 84000 Community xperience Partnership San Francisco Classical Voice PO Box 39000 San Francisco CA 94139 168999 Re-grant San Francisco Parks Trust Inc 501 Stanyan StREET San Francisco CA 94117 21177 Re-grant San Francisco School Alliance 114 Sansome StREET SUITE 800 San Francisco CA 94104 130691 Re-grant San Jose Jazz 145 W San Carlos StREET San Jose CA 95113 5000 Fete de la Musique sponsorship Southwest Initiative Foundation 15 3rd AVENUE NW Hutchinson MN 55350 180000 Community Experience Partnership St Hope Public Schools 2315 34th StREET Sacramento CA 95817 10000 Foster Youth Pipeline grant The Cape Cod Foundation 259 Willow StREET Yarmouthport MA 02675 42265 Community xperience Partnership The Montgomery County Community Foundation 2 West Lafayette STREET SUITE 120 Norristown PA 19401 29000 Community Experience Partnership The New York Community Trust 909 3rd AvENUE 22nd Floor New York NY 10022 84000 Community Experience Partnership The Regents of the University of California 1855 Folsom STREET Box 0812 San Francisco CA 94143 42000 Laguna Honda Foundation grant Veolia Transportation Services Inc 720 E Butterfield ROAD SUITE 300 Lombard IL 60148 21315 Helping Wheels Fund Youth Law Center 200 Pine STREET SUITE 300 San Francisco CA 94104 32600 CC25I CoInvestment Partnership ORGANIC GARDENING GRANT 1 3000 ARTS AND EDUCATION GRANTS 17 62486 COMMUNITY SPIRIT GRANT 1 2703 FIRST 5 PARENT ACTION GRANTS 14 37310 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: A HANDFUL OF COMMUNITY INTITIATIVES' FISCALLY SPONSORED PROJECTS MAKE GRANTS. EACH PROGRAM DESIGNS REVIEW CRITERIA BEFORE ANNOUNCING ITS PROGRAM. IT THEN REVIEWS APPLICATIONS FOR FUNDING. THESE APPLICATIONS ARE REVIEWED BY IMPARTIAL, QUALIFIED DECISIONMAKERS. GRANTS ARE AWARDED THROUGH A WRITTEN GRANT AGREEMENT WHICH DETAILS THE TERMS AND REPORTING REQUIREMENTS. EACH PROJECT MONITORS ITS GRANT AWARDS THROUGH PERIODIC REPORTS AND FOLLOW-UP WITH AWARDEES. CI' ACCOUNTING TEAM TRACKS AND REPORTS ON MATCHING REQUIREMENTS, WHERE APPLICABLE. Other Information: Part IV: A HANDFUL OF COMMUNITY INTITIATIVES' FISCALLY SPONSORED PROJECTS MAKE GRANTS. EACH PROGRAM DESIGNS REVIEW CRITERIA BEFORE ANNOUNCING ITS PROGRAM. IT THEN REVIEWS APPLICATIONS FOR FUNDING. THESE APPLICATIONS ARE REVIEWED BY IMPARTIAL, QUALIFIED DECISIONMAKERS. GRANTS ARE AWARDED THROUGH A WRITTEN GRANT AGREEMENT WHICH DETAILS THE TERMS AND REPORTING REQUIREMENTS. EACH PROJECT MONITORS ITS GRANT AWARDS THROUGH PERIODIC REPORTS AND FOLLOW-UP WITH AWARDEES. CI' ACCOUNTING TEAM TRACKS AND REPORTS ON MATCHING REQUIREMENTS, WHERE APPLICABLE. WHEN A FISCALLY SPONSORED PROJECT (FSP) SPINS OFF INTO ITS OWN 501(C)(3) ORGANIZATION THE REMAINING FUNDS IN ITS ACCOUNTS AT COMMUNITY INITIATIVES ARE REGRANTED TO THE 501(C)(3) ORGANIZATION. WHEN A FSP TRANSFERS TO A DIFFERENT FISCAL SPONSOR THE REMAINING FUNDS IN THEIR ACCOUNTS AT COMMUNITY ITITIATIVES ARE TRANSFERRED TO THE NEW SPONSOR. WHEN A FSP CLOSES WITH FUNDS REMAINING IN THEIR ACCOUNTS AT COMMUNITY INITIATIVES, THESE FUNDS ARE REGRANTED TO A SIMILAR 501(C)(3) PROJECT OR ORGANIZATION. X X 0 0 0 0 0 0 0 0 0 M MELANIE BEENE 177761 0 0 0 0 0 0 0 6894 0 184655 0 173351 0 CATHERINE ATKIN 156140 0 0 0 0 0 0 0 18738 0 174878 0 157004 0 SHANNAZ TAPLIN-CHINOY 33120 0 0 0 0 0 0 0 0 0 33120 0 0 0 GREG COLVIN 27206 0 0 0 0 0 0 0 0 0 27206 0 0 0 GREG COLVIN FORMER DIRECTOR 27706 LEGAL SERVICES 0 SHANNAZ TAPLIN-CHINOY FORMER DIRECTOR 33120 CONSULTING /IND CONTRACTOR 0 X 340478 FMV X 6 86027 FMV X SUPPLIES 18 128647 FMV X ADVERTISING MEDIA 4 367685 FMV X CONSULTING/PROF. SERVICES 9 63250 FMV X OCCUPANCY/RENTS 9 119829 FMV 0 1 0 Form 990, Part VI, Section B, line 11 AFTER THE CPAS DRAFT THE FORM 990, IT IS REVIEWED BY THE CEO AND DIRECTOR OF FINANCIAL SERVICES AND ANY NECESSARY CHANGES ARE MADE. THEN THE FORM 990 IS DISTRIBUTED BY EMAIL TO ALL BOARD MEMBERS FOR THEIR REVIEW AND COMMENT BEFORE FILING. Form 990, Part VI, Section B, line 12c AT THE BOARD MEETING DURING WHICH A NEW DIRECTOR IS ELECTED, HE/SHE IS ASKED TO SIGN THE CONFLICT OF INTEREST POLICY FORMS PREPARED BY OUR ATTORNEY. AT THE ANNUAL MEETING IN JANUARY ALL DIRECTORS UPDATE THEIR FORMS FOR THE FOLLOWING YEAR. Form 990, Part VI, Section B, line 15 THE INDEPENDENT BOARD OF DIRECTORS, IN EXECUTIVE SESSION, ANNUALLY REVIEWS THE PERFORMANCE OF ITS CEO AND APPROVES CHANGES IN COMPENSATION WHICH ARE COMPARED AGAINST DATA FOR SIMILAR POSITIONS IN THE NONPROFIT SECTOR. THEY THEN INSTRUCT THE DIRECTOR OF HUMAN RESOURCES TO IMPLEMENT THE CHANGES. THIS DELIBERATION IS RECORDED IN THE MINUTES OF THE MEETING AND FILED WITH ITS CORPORATE DOCUMENTS. Form 990, Part VI, Section C, line 19 THE ORGANIZATION DISCLOSES ITS FINANCIAL DATA UPON REQUEST DURING REGULAR BUSINESS HOURS AND WHEN APPROPRIATE STAFF IS AVAILABLE. AN ANNUAL REPORT IS PUBLISHED WHICH INCLUDES A SUMMARY OF THE INDEPENDENT AUDIT. THIS REPORT IS WIDELY DISTRIBUTED, POSTED ON OUR WEBSITE AND IS AVAILABLE UPON REQUEST TO THE GENERAL PUBLIC.