JEWISH FAMILY & CHILDRENS SERVICE OF LONG BEACH-WEST ORANGE COUNTY: Form 990, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH FAMILY & CHILDRENS SERVICE OF LONG BEACH-WEST ORANGE COUNTY (EIN 95-2273033)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-09-14
- IRS object ID
- 202642579349301609
- Schema version
- 2025v4.1
- 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 C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-09-14T12:09:01-07:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 931596537 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Brett Bradbury CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3780 KILROY AIRPORT WAY SUITE 200 | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952273033 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jewish Family and Childrens Service of | BusinessNameLine1Txt |
| Business Name Line2 | Long Beach and Orange County | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEWI | BusinessNameControlTxt |
| Phone | 5624277916 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3801 E Willow Street | AddressLine1Txt |
| City | Long Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90815 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | William Oldfield III | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 5624277916 | PhoneNum |
| Signature | 2026-09-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Brett Bradbury | PreparerPersonNm |
| PTIN | P01763136 | PTIN |
| Phone | 5625171899 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | William Oldfield III | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3801 E Willow Street | AddressLine1Txt |
| City | Long Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90815 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,010,250 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | https://jfcslboc.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1958 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | Provide mental health, social and financial support services. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 34 | TotalEmployeeCnt |
| Total Volunteers | 120 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $2,203,852 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,243,029 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $93,990 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $93,565 | CYProgramServiceRevenueAmt |
| PY Investment Income | $272,407 | PYInvestmentIncomeAmt |
| CY Investment Income | $291,688 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$7,108 | PYOtherRevenueAmt |
| CY Other Revenue | -$2,192 | CYOtherRevenueAmt |
| PY Total Revenue | $2,563,141 | PYTotalRevenueAmt |
| CY Total Revenue | $2,626,090 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $542,466 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $522,124 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,612,352 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,824,381 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $265,367 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $542,692 | PYOtherExpensesAmt |
| CY Other Expenses | $507,917 | CYOtherExpensesAmt |
| PY Total Expenses | $2,697,510 | PYTotalExpensesAmt |
| CY Total Expenses | $2,854,422 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$134,369 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$228,332 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $10,664,679 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,568,778 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $340,606 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $353,899 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,324,073 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,214,879 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Rooted in Jewish values and inspired by the communities we serve, Jewish Family & Childrens Service of Long Beach and Orange County promotes well-being through mental health care and supportive services for families in crisis. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | Yes (true) | SignificantChangeInd |
| Expense | $1,140,360 | ExpenseAmt |
| Revenue | $93,565 | RevenueAmt |
| Desc | Mental Health Care and Social Support Services: In 2025, the organization provided 6,997 hours of counseling to 630 children, adults, families and seniors suffering with issues such as depression, suicide, grief, anger, and anxiety. More than 85% earn below 200% of the federal poverty level. The organization also helped 77 survivors of domestic violence and provided 3,688 hours of in-home care and coordination for 31 holocaust survivors. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $932,574 | ExpenseAmt |
| Grant | $368,762 | GrantAmt |
| Desc | Refugee Resettlement and Assistance: In 2025, JFCS resettled 16 refugees and assisted 137 refugees who escaped war violence or persecution based on religion, ethnicity or sexual orientation. Staff provided native language coaching and assistance with basic needs such as food, housing, and employment while planning a path to self-sufficiency and community integration. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $129,294 | ExpenseAmt |
| Grant | $129,294 | GrantAmt |
| Desc | Emergency Basic Needs: JFCS provides emergency basic needs assistance for food, rent, utilities, and transportation. Emergency support for 2025 totaled $129,294 for 232 individuals and families that were not refugees. An additional $244,496 in funds supported basic needs assistance for refugees and is included above. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $24,068 | ExpenseAmt |
| Grant | $24,068 | GrantAmt |
| Desc | Higher Education: JFCS trains the next generation of psychologists, psychotherapists and social workers. In 2025. JFCS trained 67 postgraduate students. JFCS also awarded 10 scholarships to local low-income students attending local colleges or universities. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $24,068 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $24,068 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $2,226,296 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 34 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Erika Mejia | PersonNm |
| Phone | 5624277916 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3801 E Willow Street | AddressLine1Txt |
| City | Long Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90815 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| William Oldfield III | |||||||
| CEO | 40.00 | 0.00 | Yes (X) | $148,224 | $0 | $16,535 | |
| Raymond Cervantez | |||||||
| President | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Jonathan Kass | |||||||
| Treasurer | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Nicole Malina | |||||||
| Vice President | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Jessica Garcia | |||||||
| Vice President | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Andi Waks | |||||||
| Secretary | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Karin Polacheck | |||||||
| Director | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Helene Ansel | |||||||
| Director | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Joanne Ratner | |||||||
| Director | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Vic Schneidman | |||||||
| Director | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Nancy Schneider | |||||||
| Director | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Mark Guillen | |||||||
| Director | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Andres Molina | |||||||
| Director | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Mike Greenspan | |||||||
| Director | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Fay Abed | |||||||
| Director | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Kathryn Flippen | |||||||
| Director | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Carl Cohn | |||||||
| Director | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Joanne Levy | |||||||
| Director | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Cathy Warner | |||||||
| Director | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Madeline Harford | |||||||
| Director | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $148,224 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $16,535 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $54,199 | FundraisingAmt |
| Government Grants | $1,476,150 | GovernmentGrantsAmt |
| All Other Contributions | $712,680 | AllOtherContributionsAmt |
| Total Contributions | $2,243,029 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Counseling Fees | Desc |
| Business | 624100 | BusinessCd |
| Total Revenue Column | $93,565 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $93,565 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $93,565 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $281,873 | TotalRevenueColumnAmt |
| Exclusion | $281,873 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $382,738 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $372,923 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,815 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,815 | TotalRevenueColumnAmt |
| Exclusion | $9,815 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $9,045 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $54,199 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $11,237 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,192 | TotalRevenueColumnAmt |
| Exclusion | -$2,192 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,626,090 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $93,565 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $289,496 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $522,124 | TotalAmt |
| Program Services | $522,124 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,759 | TotalAmt |
| Program Services | $16,476 | ProgramServicesAmt |
| Management And General | $148,283 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,392,309 | TotalAmt |
| Program Services | $1,139,261 | ProgramServicesAmt |
| Management And General | $49,004 | ManagementAndGeneralAmt |
| Fundraising | $204,044 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,190 | TotalAmt |
| Program Services | $19,619 | ProgramServicesAmt |
| Management And General | $3,442 | ManagementAndGeneralAmt |
| Fundraising | $3,129 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,247 | TotalAmt |
| Program Services | $96,069 | ProgramServicesAmt |
| Management And General | $16,856 | ManagementAndGeneralAmt |
| Fundraising | $15,322 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,876 | TotalAmt |
| Program Services | $84,554 | ProgramServicesAmt |
| Management And General | $14,836 | ManagementAndGeneralAmt |
| Fundraising | $13,486 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,960 | TotalAmt |
| Management And General | $66,960 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,626 | TotalAmt |
| Management And General | $39,626 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,000 | TotalAmt |
| Program Services | $5,000 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,614 | TotalAmt |
| Program Services | $11,314 | ProgramServicesAmt |
| Management And General | $952 | ManagementAndGeneralAmt |
| Fundraising | $1,348 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,553 | TotalAmt |
| Program Services | $14,096 | ProgramServicesAmt |
| Management And General | $2,777 | ManagementAndGeneralAmt |
| Fundraising | $1,680 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,598 | TotalAmt |
| Program Services | $74,377 | ProgramServicesAmt |
| Management And General | $6,271 | ManagementAndGeneralAmt |
| Fundraising | $8,950 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,813 | TotalAmt |
| Program Services | $126,424 | ProgramServicesAmt |
| Management And General | $3,442 | ManagementAndGeneralAmt |
| Fundraising | $6,947 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,898 | TotalAmt |
| Program Services | $10,076 | ProgramServicesAmt |
| Management And General | $801 | ManagementAndGeneralAmt |
| Fundraising | $1,021 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,355 | TotalAmt |
| Program Services | $31,875 | ProgramServicesAmt |
| Management And General | $2,681 | ManagementAndGeneralAmt |
| Fundraising | $3,799 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Contracted Services | $21,032 | $19,589 | $597 | $846 |
| Depreciation Expense | $14,261 | $11,852 | $997 | $1,412 |
| Telephone and Internet | $12,683 | $9,854 | $2,829 | |
| Printing and Publications | $8,390 | $6,972 | $587 | $831 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,134 | TotalAmt |
| Program Services | $26,764 | ProgramServicesAmt |
| Management And General | $1,818 | ManagementAndGeneralAmt |
| Fundraising | $2,552 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,854,422 | TotalAmt |
| Program Services | $2,226,296 | ProgramServicesAmt |
| Management And General | $362,759 | ManagementAndGeneralAmt |
| Fundraising | $265,367 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,728 | BOYAmt |
| EOY | $239,670 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $829,021 | BOYAmt |
| EOY | $735,890 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $434,345 | BOYAmt |
| EOY | $490,742 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $2,561 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $19,379 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $167,620 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $95,799 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,922 | BOYAmt |
| EOY | $71,821 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,447,872 | BOYAmt |
| EOY | $9,307,008 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $175,693 | BOYAmt |
| EOY | $199,652 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,901 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $498,197 | BOYAmt |
| EOY | $502,055 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,664,679 | BOYAmt |
| EOY | $11,568,778 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $194,691 | BOYAmt |
| EOY | $253,945 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,276 | BOYAmt |
| EOY | $83,524 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,639 | BOYAmt |
| EOY | $16,430 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $340,606 | BOYAmt |
| EOY | $353,899 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,376,209 | BOYAmt |
| EOY | $10,279,719 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $947,864 | BOYAmt |
| EOY | $935,160 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,324,073 | BOYAmt |
| EOY | $11,214,879 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,664,679 | BOYAmt |
| EOY | $11,568,778 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$228,332 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,109,138 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $10,000 | PriorPeriodAdjustmentsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,377,211 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $830,260 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,368,326 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,203,148 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,243,029 | CurrentTaxYearAmt |
| Total | $8,021,974 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,377,211 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $830,260 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,368,326 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,203,148 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,243,029 | CurrentTaxYearAmt |
| Total | $8,021,974 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $120,874 | SubstantialContributorsTotAmt |
| Public Support Total170 | $7,901,100 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $212,340 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $150,911 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $222,201 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $255,881 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $291,688 | CurrentTaxYearAmt |
| Total | $1,133,021 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $38,641 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $80,994 | CurrentTaxYearMinus3YearsAmt |
| Total | $119,635 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $9,274,630 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $527,849 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.85190 | PublicSupportCY170Pct |
| Public Support PY170 | 0.83230 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed Section4955 Tax | false | Form4720FiledSection4955TaxInd |
| Correction Made | false | CorrectionMadeInd |
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $19,024 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $20,024 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $2,794,772 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $2,814,796 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $290,740 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $72,685 | FilingOrganizationsTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed | false | Form4720FiledInd |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $238,719 | CurrentYearMinus2Amt |
| Current Year | $290,740 | CurrentYearAmt |
| Total | $529,459 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $794,189 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $18,510 | CurrentYearMinus2Amt |
| Current Year | $20,024 | CurrentYearAmt |
| Total | $38,534 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $59,680 | CurrentYearMinus2Amt |
| Current Year | $72,685 | CurrentYearAmt |
| Total | $132,365 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $198,548 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,000 | CurrentYearAmt |
| Total | $1,000 | TotalAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part II-B, Line 1i - Other Activities Description | Legislative visits, calls, emails to support legislative bills and budgets. |
| Part IV - Additional Information |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,623,565 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,365,830 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $482,735 | OtherExpendituresAmt |
| End Year Balance | $9,506,660 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,234,267 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $872,033 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $482,735 | OtherExpendituresAmt |
| End Year Balance | $8,623,565 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,528,857 | BeginningYearBalanceAmt |
| Contributions | $1,126,732 | ContributionsAmt |
| Investment Earnings Or Losses | -$421,322 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $8,234,267 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $52,977 | BeginningYearBalanceAmt |
| Contributions | $7,469,152 | ContributionsAmt |
| Investment Earnings Or Losses | $6,728 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $7,528,857 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $52,977 | BeginningYearBalanceAmt |
| End Year Balance | $52,977 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.99000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.01000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $167,620 | OtherCostOrOtherBasisAmt |
| Depreciation | $95,799 | DepreciationAmt |
| Book Value | $71,821 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $71,821 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Funds Held for Others | Desc |
| Amt | $16,430 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $16,430 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,033,819 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,109,138 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $338,217 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $1,447,355 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,586,464 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $39,626 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $39,626 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,626,090 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,153,013 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $338,217 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $338,217 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,814,796 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $39,626 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $39,626 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,854,422 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: Intended uses of the endowment fund. | The Organizations endowment funds are intended to provide a stable, long-term source of funding to support the Organizations ongoing operations and mission-related programs, including mental health care and supportive services for individuals and families in need. |
| Part X : FIN48 Footnote | The Organization is a nonprofit private corporation organized under the laws of California and, as such, is exempt from federal and state income taxes under Internal Revenue Code (IRC) Section 501(c)(3) and corresponding state provisions. The Organization recognizes the financial statement benefit of tax positions, such as filing status of tax-exempt, only after determining that the relevant tax authority would more likely than not sustain the position following an audit. The Organization is subject to potential income tax audits on open tax years by any taxing jurisdiction in which it operates. The statute of limitations for federal and California state purposes is generally three and four years, respectively. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agrmt Prof Fundraising Acty | false | AgrmtProfFundraisingActyInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Move for Mental Health | Event1Nm |
| Gross Receipts Event1 | $63,244 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $54,199 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $9,045 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $1,260 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $779 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $400 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $8,798 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $63,244 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $54,199 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $9,045 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $1,260 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $779 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $400 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $8,798 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $11,237 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$2,192 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Client Assistance | 389 | $498,056 |
| Scholarships | 10 | $24,068 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Grantmaker's Description of How Grants are Used | FormAndLineReferenceDesc |
| Explanation | For the client assistance grants, once the organization determines the need and eligibility of the individual for the assistance, the grant is made and no further monitoring is performed. For the education assistance grants, the organization ensures that the individual receiving the scholarship attends the institution for which the scholarship is intended. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | William Oldfield III | PersonNm |
| Title | CEO | TitleTxt |
| Base Compensation Filing Org | $148,224 | BaseCompensationFilingOrgAmt |
| Deferred Compensation Flng Org | $3,803 | DeferredCompensationFlngOrgAmt |
| Nontaxable Benefits Filing Org | $12,732 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $164,759 | TotalCompensationFilingOrgAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part III, Additional Information | FormAndLineReferenceDesc |
| Explanation | Compensation of the Chief Executive Officer is reviewed annually by a committee appointed by the board. Contemporaneous documentation is maintained. Comparability data is considered periodically and on an as needed basis. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 3 | The federal government discontinued the refugee resettlement program in January 2025. The Organization continues to provide services and support to refugees who were previously resettled in Southern California. |
| Form 990, Part VI, Section B, Line 11b | A draft copy of the tax return is reviewed by the Chief Executive Officer, Treasurer, and Budget & Finance Committee Members. After this review, a copy is provided to each Board Member. The Board Members are asked to provide feedback regarding the return to management. After this process is complete the tax return is filed. |
| Form 990, Part VI, Section B, Line 12c | The conflict of interest policy is reviewed annually with board members and officers during a regularly scheduled board meeting, so that all board members and officers can adhere to the policy at all times. |
| Form 990, Part VI, Section B, Line 15a | Compensation of the Chief Executive Officer is reviewed annually by a committee appointed by the board. Contemporaneous documentation is maintained. Comparability data is considered periodically and on an as needed basis. |
| Form 990, Part VI, Section B, Line 15b | This item is checked no since there are no individuals meeting the definition of other officers or key employees at the organization. |
| Form 990, Part VI, Section C, Line 19 | The documents listed may be reviewed at the organization's website or in the Long Beach office upon request. |
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