TALLER SAN JOSE HOPE BUILDERS: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- TALLER SAN JOSE HOPE BUILDERS (EIN 59-3816355)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-10
- IRS object ID
- 201131309349301858
- Schema version
- 2009v1.7
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-10T11:40:24-07:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593816355 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Taller San Jose | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TALL | NameControl |
| Phone | 7145435105 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 N Broadway | AddressLine1 |
| City | Santa Ana | City |
| State | CA | State |
| ZIP Code | 92701 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Nancy E Loughrey | Name |
| Title | CFO | Title |
| Date Signed | 2011-05-10 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Shawna Smith | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 N Broadway | AddressLine1 |
| City | Santa Ana | City |
| State | CA | State |
| ZIP Code | 92701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 2479651 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c | X | Organization501c |
| Web Site | www.tallersanjose.org | WebSite |
| Activity Or Mission Description | To walk wounded young people out of poverty by offering the hope of a productive and self reliant future. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 17 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 31 | TotalNbrEmployees |
| Total Nbr Volunteers | 150 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 1774358 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1842903 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 19092 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 28587 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 27658 | InvestmentIncomePriorYear |
| Investment Income Current Year | 13245 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 323909 | OtherRevenuePriorYear |
| Other Revenue Current Year | 468229 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2145017 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2352964 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 298091 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 285686 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1409271 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1386619 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 12710 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 4500 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 337698 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 541266 | OtherExpensePriorYear |
| Other Expenses Current Year | 619246 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2261338 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2296051 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -116321 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 56913 | RevenuesLessExpensesCY |
| Total Assets BOY | 3308101 | TotalAssetsBOY |
| Total Assets EOY | 3352385 | TotalAssetsEOY |
| Total Liabilities BOY | 374179 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 250937 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 2933922 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 3101448 | NetAssetsOrFundBalancesEOY |
| Mission Description | To walk wounded young people out of poverty by offering the hope of a productive and self reliant future. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 612748 | Expense |
| Grants | 127788 | Grants |
| Description | Medical Careers Academy focuses on perparing young adults for both clinical and administrative medical assisting. In sixteen weeks of intensive full time training, plus four weeks on externship, interns acquire the work and life skills to obtain a better than minimum wage job in their field. Student services focus on helping interns to mitigate any employment barriers they may have, and employment services focuses on assisting them in obtaining meaningful employment. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 599420 | Expense |
| Grants | 72672 | Grants |
| Description | Taller San Jose walks undereducated, unskilled, and unemployed youth, ages 18-28, out of poverty through a comprehensive and strategically designed education and job training program. Construction education focuses on preparing young adults to enter the construction and building maintenance fields. In sixteen weeks of intensive full time training, interns acquire the work and life skills to obtain a better than minimum wage job in their field. Student services focus on helping interns to mitigate any employment barriers they may have, and employment services focuses on assisting them in obtaining meaningful employment. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 499150 | Expense |
| Grants | 85226 | Grants |
| Description | Office Careers Academy focuses on preparing young adults to enter the clerical and administration fields. In sixteen weeks of intensive full time training, interns acquire the work and life skills to obtain a better than minimum wage job in their field. Student services focus on helping interns to mitigate any employment barriers they may have, and employment services focuses on assisting them in obtaining meaningful employment. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 1711318 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | 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 | true | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | true | 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 | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | 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 | true | 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 | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 180 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 1 | NumberW2GIncluded |
| Compliance With Backup Witholding | false | ComplianceWithBackupWitholding |
| Number Of Employees | 31 | 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 | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | 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 |
| Nbr Voting Governing Body Members | 17 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | 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 | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | 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 | false | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Nancy Loughrey | NamePerson |
| Telephone Number | 7145435105 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 N Broadway | AddressLine1 |
| City | Santa Ana | City |
| State | CA | State |
| ZIP Code | 92701 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (23 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Institutional TrusteeInstitutionalTrustee | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|---|
| William Murin | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||||
| Sr Mary Rogers | |||||||||
| Director | 2.00 | X | 0 | 0 | 0 | X | |||
| Shawna Smith | |||||||||
| Executive Direc | 40.00 | X | 132000 | 0 | 21895 | X | X | ||
| Robert Wilson | |||||||||
| Secretary | 2.00 | X | 0 | 0 | 0 | X | |||
| Robert Velasco | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||||
| Rev Christopher Smith | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||||
| Patrick Ortiz | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||||
| Nancy Loughrey | |||||||||
| Dir. of Finance | 40.00 | 72865 | 0 | 16030 | X | X | |||
| Michael Hagan | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||||
| Michael Clogg | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||||
| Marty Trujillo | |||||||||
| Director | 2.00 | X | 0 | 0 | 0 | ||||
| Leslie Carter | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||||
| Larry Labrado | |||||||||
| Director | 2.00 | X | 0 | 0 | 0 | ||||
| Karyn Mendoza | |||||||||
| Dir. Social Serv. | 40.00 | 51415 | 0 | 11311 | X | ||||
| Juana Perez | |||||||||
| Dir Work Force Dev | 40.00 | 65000 | 0 | 14300 | X | ||||
| Jonathon Segal | |||||||||
| Director | 2.00 | X | 0 | 0 | 0 | ||||
| Jeff Randolph | |||||||||
| Director | 2.00 | X | 0 | 0 | 0 | ||||
| Guy Wilson | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||||
| Dan Young | |||||||||
| Director | 4.00 | X | 0 | 0 | 0 | X | |||
| Christopher Leo | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||||
| Christa Sheehan | |||||||||
| Director of Adv | 15.00 | 34238 | 0 | 7532 | X | ||||
| Bernard Schneider | |||||||||
| President | 2.00 | X | 0 | 0 | 0 | X | |||
| Angela Wergechik | |||||||||
| Director | 2.00 | X | 0 | 0 | 0 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 355518 | TotalReportableCompFromOrg |
| Total Other Compensation | 71068 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Government Grants | 281231 | GovernmentGrants |
| All Other Contributions | 1561672 | AllOtherContributions |
| Noncash Contributions | 45524 | NoncashContributions |
| Total Contributions | 1842903 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| Publications | 75 | 75 |
| Funded Curriculum | 28512 | 28512 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 28587 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 19896 | TotalRevenueColumn |
| Related Or Exempt Function Income | 19896 | RelatedOrExemptFunctionIncome |
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 |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 12050 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 12050 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12050 | TotalRevenueColumn |
| Related Or Exempt Function Income | 12050 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 2350 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 9001 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -6651 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -6651 | TotalRevenueColumn |
| Related Or Exempt Function Income | -6651 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 573865 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 117686 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 456179 | TotalRevenueColumn |
| Related Or Exempt Function Income | 456179 | RelatedOrExemptFunctionIncome |
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 | 2352964 | TotalRevenueColumn |
| Related Or Exempt Function Income | 510061 | RelatedOrExemptFunctionIncome |
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 | 285686 | Total |
| Program Services | 285686 | ProgramServices |
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 | 454256 | Total |
| Program Services | 212371 | ProgramServices |
| Management And General | 114048 | ManagementAndGeneral |
| Fundraising | 127837 | Fundraising |
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 | 738559 | Total |
| Program Services | 589741 | ProgramServices |
| Management And General | 44838 | ManagementAndGeneral |
| Fundraising | 103980 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21391 | Total |
| Program Services | 19825 | ProgramServices |
| Management And General | 820 | ManagementAndGeneral |
| Fundraising | 746 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 115914 | Total |
| Program Services | 85758 | ProgramServices |
| Management And General | 14058 | ManagementAndGeneral |
| Fundraising | 16098 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56499 | Total |
| Program Services | 45115 | ProgramServices |
| Management And General | 3430 | ManagementAndGeneral |
| Fundraising | 7954 | Fundraising |
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 | 29734 | Total |
| Program Services | 12930 | ProgramServices |
| Management And General | 16804 | ManagementAndGeneral |
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 | 4500 | Total |
| Fundraising | 4500 | Fundraising |
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 | 18375 | Total |
| Fundraising | 18375 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57730 | Total |
| Program Services | 40789 | ProgramServices |
| Management And General | 4118 | ManagementAndGeneral |
| Fundraising | 12823 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45549 | Total |
| Program Services | 30566 | ProgramServices |
| Management And General | 6669 | ManagementAndGeneral |
| Fundraising | 8314 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 202543 | Total |
| Program Services | 184561 | ProgramServices |
| Management And General | 9118 | ManagementAndGeneral |
| Fundraising | 8864 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31575 | Total |
| Program Services | 7878 | ProgramServices |
| Management And General | 5040 | ManagementAndGeneral |
| Fundraising | 18657 | Fundraising |
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 | 8718 | Total |
| Management And General | 8718 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 94942 | Total |
| Program Services | 86504 | ProgramServices |
| Management And General | 5200 | ManagementAndGeneral |
| Fundraising | 3238 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8347 | Total |
| Management And General | 8347 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Worker comp, staff support | 8300 | 8887 | 3849 | -4436 |
| special events | 8508 | 8508 | ||
| program supplies | 100932 | 100707 | 225 | |
| other | 3993 | 1753 | 2240 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2296051 | Total |
| Program Services | 1711318 | ProgramServices |
| Management And General | 247035 | ManagementAndGeneral |
| Fundraising | 337698 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64233 | BOY |
| EOY | 383720 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 507355 | BOY |
| EOY | 265550 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64043 | BOY |
| EOY | 103008 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 100000 | BOY |
| EOY | 80000 | 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) |
|---|---|---|
| BOY | 10300 | BOY |
| EOY | 7800 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2026524 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 787664 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1244417 | BOY |
| EOY | 1238860 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 947121 | BOY |
| EOY | 1053377 | 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 | 370632 | BOY |
| EOY | 220070 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3308101 | BOY |
| EOY | 3352385 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 120006 | BOY |
| EOY | 150649 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2353 | BOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 251820 | BOY |
| EOY | 100288 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 374179 | BOY |
| EOY | 250937 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2048488 | BOY |
| EOY | 2487534 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 749593 | BOY |
| EOY | 573914 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 135841 | BOY |
| EOY | 40000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2933922 | BOY |
| EOY | 3101448 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3308101 | BOY |
| EOY | 3352385 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
| Federal Grant Audit Performed | false | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
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
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 947121 | BeginningOfYearBalance |
| Contributions | 1335 | Contributions |
| Investment Earnings Or Losses | 127496 | InvestmentEarningsOrLosses |
| Other Expenditures | 37210 | OtherExpenditures |
| End Of Year Balance | 1038742 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1229912 | BeginningOfYearBalance |
| Contributions | 21240 | Contributions |
| Investment Earnings Or Losses | -146100 | InvestmentEarningsOrLosses |
| Other Expenditures | 157932 | OtherExpenditures |
| End Of Year Balance | 947120 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.95800 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.04200 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1065583 | OtherCostOrOtherBasis |
| Depreciation | 204492 | Depreciation |
| Book Value | 861091 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 505695 | OtherCostOrOtherBasis |
| Depreciation | 301284 | Depreciation |
| Book Value | 204411 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 267204 | OtherCostOrOtherBasis |
| Depreciation | 158469 | Depreciation |
| Book Value | 108735 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 188042 | OtherCostOrOtherBasis |
| Depreciation | 123419 | Depreciation |
| Book Value | 64623 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1238860 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Rounding | 2 |
| other | 7347 |
| Hope Builders, Inc. | 212721 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 220070 | TotalBookValueOtherAssets |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part V, Line 4 | Identifier |
| Return Reference | Part V, Line 4: Intended uses of the endowment fund. | ReturnReference |
| Explanation | Provide continuing support for operations. | Explanation |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | true | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| 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 | true | AgreementRefFundraising |
| Total Gross Receipts | 573865 | TotalGrossReceipts |
| Total Retained By Contractors | 25235 | TotalRetainedByContractors |
| Total Net To Organization | 548630 | TotalNetToOrganization |
| Licensed States | CA | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Light Up a Life | NameOfEvent1 |
| Gross Receipts Event1 | 573865 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 573865 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 3478 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 3000 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 63803 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 4746 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 42659 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 573865 | GrossReceiptsTotal |
| Gross Revenue Total Events | 573865 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 3478 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 3000 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 63803 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 4746 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 42659 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 117686 | DirectExpenseSummaryEvents |
| Net Income Summary | 456179 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Grant More Than5000 | X | NoGrantMoreThan5000 |
| Total Nbr Of501 C3 And Govt Grants | 0 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Stipends paid to students | TypeOfGrant |
| Number Of Recipients | 170 | NumberOfRecipients |
| Amount Of Cash Grant | 1700 | AmountOfCashGrant |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
| Rebuttable Presumption Procedure | false | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Shawna Smith | NamePerson |
| Base Compensation Filing Org | 132000 | BaseCompensationFilingOrg |
| Deferred Comp Filing Org | 8256 | DeferredCompFilingOrg |
| Nontaxable Benefits Filing Org | 13639 | NontaxableBenefitsFilingOrg |
| Total Compensation Filing Org | 153895 | TotalCompensationFilingOrg |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Sch J, Part I, Line 1a | Identifier |
| Return Reference | Part I, Line 1a: Relevant information in regards to selections on 1a. | ReturnReference |
| Explanation | As an incentive to hire in a difficult market, the Board agreed in writing to a housing allowance to cover the cost of the employee's previous home until it can be sold. | Explanation |
Schedule L IRS990ScheduleL
Loan Table LoanTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Shawna Smith | NamePerson |
| Purpose Of Loan | Incentive to hire | PurposeOfLoan |
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $100,000 | OriginalPrincipalAmount |
| Balance Due | 80000 | BalanceDue |
| Default | false | Default |
| Approved By Board | true | ApprovedByBoard |
| Written Agreement | true | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 80000 | TotalBalanceDue |
Schedule M IRS990ScheduleM
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | printing | 2 | 20000 | market |
| X | tickets | 3 | 3253 | face value |
| X | tools | 2 | 7271 | market |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part VI, Line 19 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | Governing documents and Form 990s are available on the organization's website. Policies and financial statements are availabe upon request. |
| Form 990, Part VI, Line 15b | Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | Compensation of the Leadership Team was reviewed and approved February 2011. In addition, such review will be part of the budget process for all future years. |
| Form 990, Part VI, Line 12c | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | Each member of the Board must complete a Conflict of Interest form prior to election to the Board. As of February 2011, each Board Member must complete a Conflict of Interest Form annually. |
| Form 990, Part VI, Line 11 | Form 990, Part VI, Line 11: Form 990 Review Process | The Form 990 is provided electronically to all Board members, and reviewed in detail at a meeting of the Finance Committee prior to filing. |
| Form 990, Part VI, Line 7a | Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body | Member must approve:1. Any amendment of the Articles of Incorporation or Bylaws2. Appointment or removal of the Executive Director3. Appointment of up to three Sister Board Members4. Dissolution of the Corporation5. Sale or transfer of substantially all the assets of the corporation6. Any change to the structure or operation that would affect its tax exempt status. |
| Form 990, Part VI, Line 6 | Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder | The only member is the Sisters of St. Joseph of Orange |
| Form 990, Part VI, Line 2 | Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et | Executive Director is a full time employee of the organization. One Director is also a Sister of St. Joseph of Orange. Two Directors are employed by a sister corporation, the St. Joseph Health System. Two Directors are father and son. |
| Client Note1 | Statement 19Schedule B Part ISchedule of addtional contributors of $5000 or more. Public Disclosure Copy76 additional donors$10,000.00 $5,907.58 $5,000.00 $5,000.00 $5,000.00 $5,000.00 $28,000.00 $11,200.00 $5,000.00 $5,000.00 $25,000.00 $10,000.00 $5,000.00 $7,500.00 $5,000.00 $11,000.00 $7,500.00 $12,500.00 $10,000.00 $25,000.00 $5,000.00 $5,000.00 $7,500.00 $10,050.00 $7,500.00 $27,500.00 $5,000.00 $5,000.00 $5,500.00 $5,015.00 $13,080.00 $9,000.00 $5,100.00 $6,400.00 $6,200.00 $5,000.00 $9,050.00 $5,330.00 $10,500.00 $11,750.00 $5,500.00 $5,000.00 $10,000.00 $16,750.00 $5,550.00 $11,522.50 $7,500.00 $15,500.00 $5,495.00 $5,000.00 $6,000.00 $7,000.00 $25,000.00 $7,710.00 $7,120.00 $6,000.00 $5,000.00 $8,600.00 $10,000.00 $5,000.00 $5,000.00 $15,000.00 $5,000.00 $5,000.00 $5,000.00 $10,000.00 $15,000.00 $43,440.88 $33,100.00 $16,000.00 $5,000.00 $5,000.00 $10,500.00 $5,000.00 $23,179.17 $7,500.00 $752,050.13 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|
| St Joseph Health System | |||||||||
| 500 S Main Street Ste 700 | Orange | CA | 92866 | 953589356 | Health System | CA | 501c3 | Sisters of St Joseph of Orange | |
| Sisters of St Joseph of Orange | |||||||||
| 480 N Batavia | Orange | CA | 92866 | 951643383 | Congregation of Catholic Sisters | CA | 501c3 | N/A | |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hope Builders Inc | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 N Broadway | AddressLine1 |
| City | Santa Ana | City |
| State | CA | State |
| ZIP Code | 92701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 711024210 | EIN |
| Primary Activity | construction | PrimaryActivity |
| Legal Domicile State | CA | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TSJ | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | C corp | TypeOfEntity |
| Share Of Total Income | 80 | ShareOfTotalIncome |
| Share Of EOY Assets | 80 | ShareOfEOYAssets |
| Percentage Ownership | 0.80000 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | true | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | true | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (6 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| St Joseph Health System | |
| o | 20890 |
| St Joseph Health System | |
| e | 250000 |
| St Joseph Health System | |
| c | 69500 |
| Sisters of St Joseph of Orange | |
| o | 72557 |
| Sisters of St Joseph of Orange | |
| e | 250000 |
| Sisters of St Joseph of Orange | |
| c | 250005 |
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