JOINT VENTURE SILICON VALLEY NETWORK: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JOINT VENTURE SILICON VALLEY NETWORK (EIN 77-0389802)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-02-27
- IRS object ID
- 202520589349301302
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-27T09:13:21-06:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271155496 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT LEE & ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 W TAYLOR STREET STE A | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95126 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770389802 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOINT VENTURE SILICON VALLEY NETWORK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOIN | BusinessNameControlTxt |
| Phone | 6692231331 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 720010 800 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95172 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RUSSELL HANCOCK | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 6692231331 | PhoneNum |
| Signature | 2025-02-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NICHOLAS PETERSEN | PreparerPersonNm |
| PTIN | P01274743 | PTIN |
| Phone | 4088556770 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RUSSELL HANCOCK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 720010 800 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95172 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,887,799 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.JOINTVENTURE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1992 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF JOINT VENTURE IS TO FOSTER THE HEALTH AND VITALITY OF SILICON VALLEY FOR ALL THE PEOPLE WHO LIVE AND WORK HERE. WE PURSUE OUR MISSION BY (1) PROVIDING DATA, RESEARCH AND ANALYSIS THROUGH OUR RESEARCH ARM, THE INSTITUTE FOR REGIONAL STUDIES, AND (2) CONVENING THE REGION'S ESTABLISHED AND EMERGING LEADERSACROSS BUSINESS, GOVERNMENT, ACADEMIA, LABOR, AND THE BROADER COMMUNITYTO TAKE UP THE CHALLENGES SPOTLIGHTED BY THE RESEARCH. | ActivityOrMissionDesc |
| Voting Members Governing Body | 33 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 33 | VotingMembersIndependentCnt |
| Total Employee | 11 | TotalEmployeeCnt |
| Total Volunteers | 15 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,566,243 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,583,382 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $12,998 | PYInvestmentIncomeAmt |
| CY Investment Income | $30,071 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$36,919 | PYOtherRevenueAmt |
| CY Other Revenue | $3,741 | CYOtherRevenueAmt |
| PY Total Revenue | $2,542,322 | PYTotalRevenueAmt |
| CY Total Revenue | $2,617,194 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,605,051 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,785,809 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $21,307 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $188,377 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,013,445 | PYOtherExpensesAmt |
| CY Other Expenses | $816,108 | CYOtherExpensesAmt |
| PY Total Expenses | $2,639,803 | PYTotalExpensesAmt |
| CY Total Expenses | $2,601,917 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$97,481 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $15,277 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,155,070 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,041,480 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,326,024 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,197,157 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $829,046 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $844,323 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF JOINT VENTURE IS TO FOSTER THE HEALTH AND VITALITY OF SILICON VALLEY FOR ALL THE PEOPLE WHO LIVE AND WORK HERE. WE PURSUE OUR MISSION BY (1) PROVIDING DATA, RESEARCH AND ANALYSIS THROUGH OUR RESEARCH ARM, THE INSTITUTE FOR REGIONAL STUDIES, AND (2) CONVENING THE REGION'S ESTABLISHED AND EMERGING LEADERSACROSS BUSINESS, GOVERNMENT, ACADEMIA, LABOR, AND THE BROADER COMMUNITYTO TAKE UP THE CHALLENGES SPOTLIGHTED BY THE RESEARCH. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $615,985 | ExpenseAmt |
| Desc | INSTITUTE FOR REGIONAL STUDIES: THE SILICON VALLEY INSTITUTE FOR REGIONAL STUDIES IS THE RESEARCH ARM OF JOINT VENTURE SILICON VALLEY THAT PROVIDES RESEARCH AND ANALYSIS ON THE REGION. RESEARCH TOPICS FOCUS ON ECONOMIC AND COMMUNITY HEALTH ISSUES IN SILICON VALLEY AND THE GREATER BAY AREA, AND ON BROADER REGIONAL ISSUES. THE INSTITUTE MANAGES A VARIETY OF REGIONAL RESOURCES FOR THE PUBLIC BENEFIT, PROVIDES A STEADY STREAM OF RESEARCH PRODUCTS TO THE COMMUNITY, AND CONDUCTS WORK ON A CONTRACT BASIS RANGING FROM CUSTOM DATA REQUESTS TO FULL RESEARCH STUDIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $578,693 | ExpenseAmt |
| Desc | FOOD RESCUE INITIATIVE: JOINT VENTURE'S FOOD RECOVERY INITIATIVE SUPPORTS ORGANIZATIONS, BUSINESSES, AND GOVERNMENTS WORKING TO MAKE THE MOST OF SURPLUS FOOD AND TO MINIMIZE THE ENVIRONMENTAL IMPACTS OF FOOD WASTE. FOOD RECOVERY IS A SYSTEM WHEREBY FOOD BANKS AND OTHER ORGANIZATIONS COLLECT AND REDISTRIBUTE SURPLUS FOOD FROM COMMERCIAL SOURCES (SUCH AS GROCERY STORES, RESTAURANTS, AND MORE) TO THOSE IN NEED OF FOOD ASSISTANCE SAFELY, CONVENIENTLY, AND AT LOW OR NO COST. FOOD RECOVERY PLAYS A UNIQUE ROLE IN THE FOOD SUPPLY CHAIN, BRIDGING THE GAP BETWEEN THE ABUNDANCE OF NUTRITIOUS SURPLUS FOOD OUT OF REACH TO SO MANY, AND THOSE WHO NEED IT MOST. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $365,027 | ExpenseAmt |
| Desc | SVEDA: THE SILICON VALLEY ECONOMIC DEVELOPMENT ALLIANCE (SVEDA) IS COMPRISED OF CITIES AND COUNTIES FOCUSED ON ACHIEVING INDIVIDUAL AND REGIONAL ECONOMIC DEVELOPMENT GOALS WHILE MAXIMIZING SCARCE RESOURCES. THEY ARE COMMITTED TO ADDRESSING BUSINESS NEEDS, WHETHER THROUGH LOCAL GOVERNMENT POLICY AND STREAMLINED PERMITTING PROCESSES, OR LINKING BUSINESSES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $155,792 | ExpenseAmt |
| Revenue | $117,839 | RevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $155,792 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $117,839 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $1,715,497 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 21 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 11 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 33 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 33 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRIS REYNOLDS 2GO ADVISORY GROUP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9252994450 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 YGNACIO VALLEY RD UNIT 410 | AddressLine1Txt |
| City | WALNUT CREEK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94596 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (39 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| SUSAN ELLENBERG | |||||||
| CO-CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHN TENANES | |||||||
| CO-CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CHARLES ATKINS | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| COREY VERWAY | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CURTIS MO | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CYNTIA TENIENTE MATSEN | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID BINI | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID ENTWISTLE | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID SACARELOS | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DELINDA MROWKA | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ED SHIKADA | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| EMILY MATTHEWS | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIC HOUSER | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| GINA DALMA | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JARED SHAWLEE | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JAVIER GONZALEZ | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN VARELA | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN A SOBRATO | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN AITKEN | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JON COWAN | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JULIE SULLIVAN | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KARENA SHACKELFORD | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KATIE FERRICK | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KELLY KLINE | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LISA BOWMAN | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MAIRTINI NIDHOMHNAILL | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK PARNES | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MATT MAHAN | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| NEERAJ VADHAN | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RAKESH CHAUDHARY | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RAQUEL GONZALEZ | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SHERRI SAGER | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVE WEINER | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RUSSELL HANCOCK | |||||||
| PRESIDENT/CEO | 40.00 | Yes (X) | $352,497 | $0 | $0 | ||
| RACHEL MASSARO | |||||||
| VP & DIRECTOR OF RESEARCH | 40.00 | Yes (X) | $161,050 | $0 | $0 | ||
| ASHLEY RAGGIO | |||||||
| COO | 40.00 | $137,025 | $0 | $0 | Yes (X) | ||
| ROBIN DORAN | |||||||
| VP, COMMUNICATIONS | 40.00 | $102,834 | $0 | $0 | Yes (X) | ||
| KARA GROSS | |||||||
| DIRECTOR, PUBLIC SECTOR CLIMATE INITIATIVES AND EX | 40.00 | $130,905 | $0 | $0 | Yes (X) | ||
| JILL JENNINGS | |||||||
| CREATIVE DIRECTOR | 40.00 | $101,500 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $985,811 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 84 WEST LLC CO WOODMONT REAL ESTATE SE | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1050 RALSTON AVENUE | AddressLine1Txt |
| City | BELMOST | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | RENT | ServicesDesc |
| Compensation | $136,960 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $473,250 | FundraisingAmt |
| Government Grants | $1,343,334 | GovernmentGrantsAmt |
| All Other Contributions | $766,798 | AllOtherContributionsAmt |
| Total Contributions | $2,583,382 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,343 | TotalRevenueColumnAmt |
| Exclusion | $30,343 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $117,839 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $117,839 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $117,839 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $117,839 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $200,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $200,272 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$272 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$272 | TotalRevenueColumnAmt |
| Exclusion | -$272 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $8,123 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $473,250 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $70,333 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$62,210 | TotalRevenueColumnAmt |
| Exclusion | -$62,210 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE IMPAIRMENT LOSS | Desc |
| Business | 532000 | BusinessCd |
| Total Revenue Column | -$51,888 | TotalRevenueColumnAmt |
| Exclusion | -$51,888 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$51,888 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,617,194 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $117,839 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$84,027 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $531,522 | TotalAmt |
| Program Services | $316,898 | ProgramServicesAmt |
| Management And General | $107,312 | ManagementAndGeneralAmt |
| Fundraising | $107,312 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $990,061 | TotalAmt |
| Program Services | $670,187 | ProgramServicesAmt |
| Management And General | $299,108 | ManagementAndGeneralAmt |
| Fundraising | $20,766 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,758 | TotalAmt |
| Program Services | $58,971 | ProgramServicesAmt |
| Management And General | $28,311 | ManagementAndGeneralAmt |
| Fundraising | $9,476 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167,468 | TotalAmt |
| Program Services | $60,932 | ProgramServicesAmt |
| Management And General | $103,599 | ManagementAndGeneralAmt |
| Fundraising | $2,937 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,000 | TotalAmt |
| Management And General | $1,000 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,140 | TotalAmt |
| Management And General | $81,140 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,354 | TotalAmt |
| Program Services | $24,100 | ProgramServicesAmt |
| Management And General | $21,930 | ManagementAndGeneralAmt |
| Fundraising | $13,324 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,418 | TotalAmt |
| Program Services | $84,668 | ProgramServicesAmt |
| Management And General | $11,408 | ManagementAndGeneralAmt |
| Fundraising | $3,342 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,118 | TotalAmt |
| Program Services | $92,828 | ProgramServicesAmt |
| Management And General | $33,291 | ManagementAndGeneralAmt |
| Fundraising | $9,999 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,861 | TotalAmt |
| Program Services | $90,913 | ProgramServicesAmt |
| Management And General | $2,324 | ManagementAndGeneralAmt |
| Fundraising | $624 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,884 | TotalAmt |
| Program Services | $5,371 | ProgramServicesAmt |
| Management And General | $1,933 | ManagementAndGeneralAmt |
| Fundraising | $580 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,740 | TotalAmt |
| Program Services | $5,273 | ProgramServicesAmt |
| Management And General | $1,898 | ManagementAndGeneralAmt |
| Fundraising | $569 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MEMBERSHIPS | $211,095 | $210,905 | $146 | $44 |
| CONSULTING | $96,459 | $77,459 | $19,000 | |
| DATABASE EXPENSE | $13,250 | $13,250 | ||
| RENTAL AND MAINTENANCE | $5,116 | $3,486 | $1,254 | $376 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,673 | TotalAmt |
| Program Services | $256 | ProgramServicesAmt |
| Management And General | $3,389 | ManagementAndGeneralAmt |
| Fundraising | $28 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,601,917 | TotalAmt |
| Program Services | $1,715,497 | ProgramServicesAmt |
| Management And General | $698,043 | ManagementAndGeneralAmt |
| Fundraising | $188,377 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,885 | TotalAmt |
| Program Services | $76,949 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $97,936 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $366,561 | BOYAmt |
| EOY | $280,656 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $199,459 | BOYAmt |
| EOY | $199,809 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $703,103 | BOYAmt |
| EOY | $848,615 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,044 | BOYAmt |
| EOY | $42,428 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $49,888 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $34,918 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,854 | BOYAmt |
| EOY | $14,970 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $816,049 | BOYAmt |
| EOY | $655,002 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,155,070 | BOYAmt |
| EOY | $2,041,480 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $308,616 | BOYAmt |
| EOY | $324,568 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $167,500 | BOYAmt |
| EOY | $150,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $849,908 | BOYAmt |
| EOY | $722,589 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,326,024 | BOYAmt |
| EOY | $1,197,157 | 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 | $355,617 | BOYAmt |
| EOY | $471,463 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $473,429 | BOYAmt |
| EOY | $372,860 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $829,046 | BOYAmt |
| EOY | $844,323 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,155,070 | BOYAmt |
| EOY | $2,041,480 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $15,277 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | 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 | $2,046,045 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,009,185 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,677,044 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,566,243 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,583,382 | CurrentTaxYearAmt |
| Total | $11,881,899 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,046,045 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,009,185 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,677,044 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,566,243 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,583,382 | CurrentTaxYearAmt |
| Total | $11,881,899 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,042,808 | SubstantialContributorsTotAmt |
| Public Support Total170 | $10,839,091 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $505 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $88 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,117 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,998 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,071 | CurrentTaxYearAmt |
| Total | $47,779 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $197,316 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year | $65,951 | CurrentTaxYearAmt |
| Total | $263,267 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $12,192,945 | TotalSupportAmt |
| Public Support CY170 | 0.88900 | PublicSupportCY170Pct |
| Public Support PY170 | 0.87090 | 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 D IRS990ScheduleD
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $49,888 | OtherCostOrOtherBasisAmt |
| Depreciation | $34,918 | DepreciationAmt |
| Book Value | $14,970 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $14,970 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DEPOSITS | $15,000 |
| OPERATING RIGHT-OF-USE ASSETS | $637,332 |
| OTHER RECEIVABLES | $2,670 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $655,002 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE LIABILITY | Desc |
| Amt | $722,589 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $722,589 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,647,879 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $30,685 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $30,685 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,617,194 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,617,194 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,632,602 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $30,685 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $30,685 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,601,917 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,601,917 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION EVALUATES ITS UNCERTAIN TAX POSITIONS AND WILL RECOGNIZE A LOSS CONTINGENCY WHEN IT IS PROBABLE THAT A LIABILITY HAS BEEN INCURRED AS OF THE DATE OF THE FINANCIAL STATEMENTS AND THE AMOUNT OF THE LOSS CAN BE REASONABLY ESTIMATED. THE AMOUNT RECOGNIZED IS SUBJECT TO ESTIMATE AND MANAGEMENT JUDGMENT WITH RESPECT TO THE LIKELY OUTCOME OF EACH UNCERTAIN TAX POSITION. THE AMOUNT THAT IS ULTIMATELY SUSTAINED FOR AN INDIVIDUAL UNCERTAIN TAX POSITION OR FOR ALL UNCERTAIN TAX POSITIONS IN THE AGGREGATE COULD DIFFER FROM THE AMOUNT RECOGNIZED. AS OF JUNE 30, 2024, MANAGEMENT DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HEIDI RODEBACK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 867 NORTH 60 EAST | AddressLine1Txt |
| City | AMERICAN FORK | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84003 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | ASSIST WITH FUNDING AND GRANT WRITING, EDITING AND SUBMISSIO | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $20,000 | RetainedByContractorAmt |
| Net To Organization | -$20,000 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $20,000 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$20,000 | TotalNetToOrganizationAmt |
| Licensed States | CA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | STATE OF THE VALLEY | Event1Nm |
| Gross Receipts Event1 | $481,373 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $473,250 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $8,123 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $70,333 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $481,373 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $473,250 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $8,123 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $70,333 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $70,333 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$62,210 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RUSSELL HANCOCK | ||||||||||||||
| PRESIDENT/CEO | $344,997 | $0 | $7,500 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $352,497 | $0 | $0 | $0 |
| RACHEL MASSARO | ||||||||||||||
| VP & DIRECTOR OF RESEARCH | $161,050 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $161,050 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART V, LINES 7G & 7H | COMPLIANCE WITH OTHER FILING REQUIREMENTS: THE ORGANIZATION DID NOT RECEIVE ANY CONTRIBUTIONS OF QUALIFIED INTELLECTUAL PROPERTY OR ANY CARS, BOATS, AIRPLANES, OR OTHER VEHICLES. AS SUCH, NO FORMS 8899 OR 1098-C WERE REQUIRED TO BE FILED. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE FOR ACCURACY AND COMPLETENESS. ALL QUESTIONS ARISING DURING THIS REVIEW PROCESS ARE RESOLVED PRIOR TO THE FILING OF THE FORM. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION HAS ALL OFFICERS SIGN CONFLICT OF INTEREST POLICY FORM, STATING THAT THEY UNDERSTAND THE TERMS AND CONDITIONS OF THE POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION OF THE CEO IS DETERMINED BASED ON COMPARABLE MARKET RATES IN THE SAME GEOGRAPHIC AREA, REVIEWED BY THE ORGANIZATION'S EXECUTIVE COMMITTEE, APPROVED BY THE BOARD OF DIRECTORS AND DOCUMENTED IN THE MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XII, LINE 2C | THE ORGANIZATION'S AUDIT COMMITTEE IS RESPONSIBLE FOR THE REVIEW AND APPROVAL OF THE ANNUAL REPORT AND FOR THE SELECTION OF THE INDEPENDENT AUDITORS. |