CALIFORNIA COMPETES: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CALIFORNIA COMPETES (EIN 88-2393598)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-05
- IRS object ID
- 202611259349301766
- Schema version
- 2024v5.5
- 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 | 2026-05-05T10:08:56-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 814234542 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BPM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 ALMADEN BOULEVARD SUITE 1000 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 951132238 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 882393598 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA COMPETES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CALI | BusinessNameControlTxt |
| Phone | 5105429109 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1999 HARRISON STREET 1900 | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94612 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SU JIN JEZ PHD | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 5105429109 | PhoneNum |
| Signature | 2026-05-04 | 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 | TAMARA L MCINERNEY | PreparerPersonNm |
| PTIN | P00011797 | PTIN |
| Phone | 4089616300 | PhoneNum |
| Preparation | 2026-05-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SU JIN JEZ PHD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1999 HARRISON STREET 1900 | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,794,142 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTPS://CALIFORNIACOMPETES.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2021 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE OCALIFORNIA COMPETES: HIGHER EDUCATION FOR A STRONG ECONOMY IS A NONPARTISAN POLICY AND RESEARCH ORGANIZATION FOCUSED ON IDENTIFYING SOLUTIONS TO THE STATE'S MOST CRITICAL CHALLENGES AT THE INTERSECTION OF HIGHER EDUCATION, EQUITY, AND THE ECONOMY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 13 | TotalEmployeeCnt |
| Total Volunteers | 14 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,744,205 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,463,998 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $249,063 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $257,000 | CYProgramServiceRevenueAmt |
| PY Investment Income | $19,529 | PYInvestmentIncomeAmt |
| CY Investment Income | $73,144 | CYInvestmentIncomeAmt |
| PY Other Revenue | $23 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $4,012,820 | PYTotalRevenueAmt |
| CY Total Revenue | $2,794,142 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $306,273 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $259,750 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,316,994 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,598,183 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $4,198 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $15,180 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $142,828 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $512,752 | PYOtherExpensesAmt |
| CY Other Expenses | $647,606 | CYOtherExpensesAmt |
| PY Total Expenses | $2,140,217 | PYTotalExpensesAmt |
| CY Total Expenses | $2,520,719 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,872,603 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $273,423 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,824,164 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,082,741 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $163,194 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $148,348 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,660,970 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,934,393 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ESTABLISHED IN 2011, OUR MISSION IS TO HELP TRANSFORM THE STATE'S HIGHER EDUCATION SYSTEM INTO AN ENGINE OF ECONOMIC OPPORTUNITY THAT EMPOWERS ALL CALIFORNIANS, PARTICULARLY THOSE FROM UNDERSERVED COMMUNITIES, TO ACHIEVE THEIR FULL POTENTIAL. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,998,815 | ExpenseAmt |
| Grant | $259,750 | GrantAmt |
| Revenue | $257,000 | RevenueAmt |
| Desc | SEE SCHEDULE OCALIFORNIA COMPETES ADVANCES EQUITABLE POSTSECONDARY OPPORTUNITIES AND A JUST AND INCLUSIVE ECONOMY BY INFLUENCING SYSTEMS-LEVEL CHANGE FOR UNDERSERVED CALIFORNIANS. IN FY24, CALIFORNIA COMPETES MADE SIGNIFICANT PROGRESS BY PURSUING A RANGE OF STRATEGIES, FROM PROMOTING ACCESS AND SUCCESS FOR ADULT LEARNERS TO ALIGNING HIGHER EDUCATION WITH WORKFORCE NEEDS, ADVANCING A MORE AGILE AND INNOVATIVE HIGHER EDUCATION SYSTEM, AND CONTRIBUTING TO COORDINATED POLICY DEVELOPMENT AND IMPLEMENTATION. IN OUR WORK TO ADVANCE COLLEGE ACCESS AND SUCCESS FOR ADULTS, WE CO-LED THE CALIFORNIA ALLIANCE FOR STUDENT PARENT SUCCESS, A STATEWIDE COALITION TO SUPPORT STUDENTS WITH DEPENDENT CHILDREN. THROUGH THIS COALITION, WE SPONSORED OUR FIRST BILL, THE GAINS FOR STUDENT PARENTS ACT (AB 2458) (AND SECURED ITS PASSAGE IN SEPTEMBER 2024) TO IMPROVE FINANCIAL AID ACCESS FOR STUDENT PARENTS AND DATA COLLECTION PRACTICES SO COLLEGES CAN BETTER IDENTIFY THE STUDENT PARENTS THEY SERVE. IN PARTNERSHIP WITH CALIFORNIAATTAIN!'S NETWORK OF HIGHER EDUCATION INSTITUTIONS, WE ALSO CONDUCTED RESEARCH THAT FOCUSED ON IDENTIFYING AND REMOVING BARRIERS TO RE-ENROLLMENT FOR CALIFORNIANS WITH SOME COLLEGE BUT NO CREDENTIAL, ENSURING THEY CAN ACCESS EDUCATIONAL OPPORTUNITIES AND ECONOMIC MOBILITY. TO STRENGTHEN WORKFORCE ALIGNMENT, WE FACILITATED STRATEGIC COLLABORATION AMONG COMMUNITY COLLEGES IN LOS ANGELES COUNTY AND LOCAL COUNTY GOVERNMENT OFFICIALS, FOSTERING A CROSS-SECTOR CULTURE TO BOOST CAREER READINESS. OUR EFFORTS IN PROMOTING A MORE AGILE AND INNOVATIVE HIGHER EDUCATION FOR THE STATE ADVANCED THROUGH OUR CALIFORNIA HIGHER EDUCATION POLICY INSTITUTE FOR LEGISLATIVE STAFF AND A SERIES OF EVENTS DURING THE WORLD'S LARGEST EDUCATION TECHNOLOGY CONFERENCE. THROUGH THESE ACTIVITIES, WE PROVIDED RESEARCH-BASED INSIGHTS AND CREATED SPACES FOR POLICYMAKERS, LEADERS, AND THEIR STAFF TO THINK CRITICALLY ON THE KEY ISSUES FACING THE STATE'S HIGHER EDUCATION AND WORKFORCE SYSTEMS AND SHARE IDEAS FOR REFORM. THROUGH EVENTS LIKE THIS, WE AIM TO CONTRIBUTE TO INFORMED DECISION-MAKING TOWARDS RESHAPING SYSTEMS TO BETTER SERVE CALIFORNIANS. IN THE REALM OF COORDINATED POLICY SETTING AND IMPLEMENTATION, WE ADVISED THE GOVERNOR'S OFFICE ON STRENGTHENING STRUCTURES TO PROMOTE COHESIVE AND EFFECTIVE POLICY IMPLEMENTATION. ADDITIONALLY, WE PLAYED A PIVOTAL ROLE AS LEAD ADVOCATE FOR AND ADVISOR TO THE CALIFORNIA CRADLE-TO-CAREER DATA SYSTEM (C2C). WITH CALIFORNIA COMPETES CEO ACTIVELY SERVING ON THE C2C GOVERNING BOARD AS A LEGISLATIVE APPOINTEE, WE'VE PROVIDED THOUGHT LEADERSHIP TO SHAPE DISCUSSIONS FOR PRODUCTIVE MEETINGS AND ADVANCED C2C'S DEVELOPMENT. WE ALSO IMPROVED HOLISTIC STUDENT SUPPORT THROUGH THE REFINEMENT OF STUDENT HOUSING POLICIES AND THE LAUNCH OF THE PUBLIC BENEFIT FINDER FOR CALIFORNIA STUDENTS, OUR NEW USER-FRIENDLY TOOL WHICH HELPS STUDENTS AND THEIR SUPPORTERS FIND THE RESOURCES TO WHICH THEY'RE ENTITLED. | Desc |
| Total Program Service Expenses | $1,998,815 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | 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 | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | 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 |
| IRP Document | 17 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 13 | 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 | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIM BERNET | PersonNm |
| Phone | 5105429109 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1999 HARRISON STREET SUITE 1900 | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94612 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| KEELY MARTIN BOSLER | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER CABALDON | |||||||
| BOARD MEMBER (THRU 01/25) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CARL COHN | |||||||
| BOARD MEMBER (THRU 09/24) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DAN GROSS | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH HILL | |||||||
| CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| STEVEN KOBLIK | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROL LIU | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JULIA LOPEZ | |||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| LENNY MENDONCA | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LEROY MORISHITA | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ROGER NIELLO | |||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| LIBBY SCHAAF | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JACK SCOTT | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER WEBER | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SU JIN JEZ | |||||||
| CEO | 40.00 | $255,000 | $0 | $29,817 | Yes (X) | ||
| KIM BERNET | |||||||
| CFO/VP | 40.00 | $160,000 | $0 | $13,327 | Yes (X) | ||
| LAURA BERNHARD | |||||||
| SENIOR RESEARCHER | 40.00 | $145,962 | $0 | $12,535 | Yes (X) | ||
| DAVID RADWIN | |||||||
| SENIOR RESEARCHER | 40.00 | $149,158 | $0 | $12,891 | Yes (X) | ||
| CAROLYN HO | |||||||
| DIRECTOR OF COMMUNICATIONS/ CHIEF OF STAFF | 40.00 | $139,423 | $0 | $18,887 | Yes (X) | ||
| ANNA JOHNSON | |||||||
| POLICY DIRECTOR | 40.00 | $142,800 | $0 | $8,634 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $992,343 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $96,091 | 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 |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $2,463,998 | AllOtherContributionsAmt |
| Total Contributions | $2,463,998 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM SERVICE FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $257,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $257,000 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $257,000 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $73,144 | TotalRevenueColumnAmt |
| Exclusion | $73,144 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,794,142 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $257,000 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $73,144 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $259,750 | TotalAmt |
| Program Services | $259,750 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $476,871 | TotalAmt |
| Program Services | $382,295 | ProgramServicesAmt |
| Management And General | $63,344 | ManagementAndGeneralAmt |
| Fundraising | $31,232 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $915,269 | TotalAmt |
| Program Services | $733,848 | ProgramServicesAmt |
| Management And General | $121,475 | ManagementAndGeneralAmt |
| Fundraising | $59,946 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,691 | TotalAmt |
| Program Services | $33,482 | ProgramServicesAmt |
| Management And General | $5,500 | ManagementAndGeneralAmt |
| Fundraising | $2,709 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,295 | TotalAmt |
| Program Services | $51,718 | ProgramServicesAmt |
| Management And General | $9,196 | ManagementAndGeneralAmt |
| Fundraising | $4,381 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,057 | TotalAmt |
| Program Services | $71,425 | ProgramServicesAmt |
| Management And General | $18,513 | ManagementAndGeneralAmt |
| Fundraising | $9,119 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,295 | TotalAmt |
| Management And General | $62,295 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,180 | TotalAmt |
| Fundraising | $15,180 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $324,363 | TotalAmt |
| Program Services | $321,770 | ProgramServicesAmt |
| Management And General | $11,908 | ManagementAndGeneralAmt |
| Fundraising | -$9,315 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,065 | TotalAmt |
| Program Services | $30,088 | ProgramServicesAmt |
| Management And General | $20,086 | ManagementAndGeneralAmt |
| Fundraising | $9,891 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,537 | TotalAmt |
| Program Services | $10,613 | ProgramServicesAmt |
| Management And General | $11,339 | ManagementAndGeneralAmt |
| Fundraising | $5,585 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,932 | TotalAmt |
| Management And General | $8,932 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,352 | TotalAmt |
| Program Services | $35,624 | ProgramServicesAmt |
| Management And General | $28,628 | ManagementAndGeneralAmt |
| Fundraising | $14,100 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,202 | TotalAmt |
| Program Services | $68,202 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,998 | TotalAmt |
| Management And General | $15,998 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUES, LICENSES & SERVIC | Desc |
| Total | $1,862 | TotalAmt |
| Management And General | $1,862 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,520,719 | TotalAmt |
| Program Services | $1,998,815 | ProgramServicesAmt |
| Management And General | $379,076 | ManagementAndGeneralAmt |
| Fundraising | $142,828 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,001,859 | BOYAmt |
| EOY | $2,872,830 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,748,285 | BOYAmt |
| EOY | $1,171,403 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,000 | BOYAmt |
| EOY | $25,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,451 | BOYAmt |
| EOY | $13,508 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,569 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,824,164 | BOYAmt |
| EOY | $4,082,741 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,775 | BOYAmt |
| EOY | $148,348 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,850 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,569 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $163,194 | BOYAmt |
| EOY | $148,348 | 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 | $1,346,742 | BOYAmt |
| EOY | $1,614,080 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,314,228 | BOYAmt |
| EOY | $2,320,313 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,660,970 | BOYAmt |
| EOY | $3,934,393 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,824,164 | BOYAmt |
| EOY | $4,082,741 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $273,423 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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 Minus2 Years | $2,146,518 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,744,205 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,463,998 | CurrentTaxYearAmt |
| Total | $8,354,721 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $2,146,518 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,744,205 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,463,998 | CurrentTaxYearAmt |
| Total | $8,354,721 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,952,685 | SubstantialContributorsTotAmt |
| Public Support Total170 | $3,402,036 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $3,898 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,529 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $73,144 | CurrentTaxYearAmt |
| Total | $96,571 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $3 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23 | CurrentTaxYearMinus1YearAmt |
| Total | $26 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $8,451,318 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $524,772 | GrossReceiptsRltdActivitiesAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
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
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,014 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $5,663 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $6,677 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $2,514,042 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $2,520,719 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $276,036 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $69,009 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $76,152 | CurrentYearMinus2Amt |
| Current Year Minus1 | $257,011 | CurrentYearMinus1Amt |
| Current Year | $276,036 | CurrentYearAmt |
| Total | $609,199 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $913,799 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $36 | CurrentYearMinus2Amt |
| Current Year Minus1 | $8,431 | CurrentYearMinus1Amt |
| Current Year | $6,677 | CurrentYearAmt |
| Total | $15,144 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $19,038 | CurrentYearMinus2Amt |
| Current Year Minus1 | $64,253 | CurrentYearMinus1Amt |
| Current Year | $69,009 | CurrentYearAmt |
| Total | $152,300 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $228,450 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $915 | CurrentYearMinus1Amt |
| Current Year | $1,014 | CurrentYearAmt |
| Total | $1,929 | TotalAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,942,378 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $148,236 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $148,236 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,794,142 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,794,142 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,668,955 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $148,236 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $148,236 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,520,719 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,520,719 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE INTERNAL REVENUE SERVICE AND THE CALIFORNIA FRANCHISE TAX BOARD HAVE DETERMINED THAT THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER IRC 501(C)(3) AND CALIFORNIA RTC 23701(D). THE ORGANIZATION HAS EVALUATED ITS CURRENT TAX POSITIONS AS OF JUNE 30, 2025 AND IS NOT AWARE OF ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. THE ORGANIZATION'S TAX RETURNS ARE GENERALLY SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES FOR THREE AND FOUR YEARS, RESPECTIVELY, AFTER THEY ARE FILED. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARAH ARONSON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1026 IRIS ST | AddressLine1Txt |
| City | REDWOOD CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94061 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CONTRACT SERVICE | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $16,330 | RetainedByContractorAmt |
| Net To Organization | $0 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $16,330 | TotalRetainedByContractorsAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE EDUCATION TRUST INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1501 K ST NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 521982223 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $259,750 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | STUDENT PARENT COALITION | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | WE HAVE SUBGRANT AGREEMENTS WITH THE ORGANIZATIONS, CONDUCT REGULAR CHECK-INS ON THE PROGRESS OF THE WORK AND COLLABORATE ON REPORTING TO THE ORIGINAL FUNDER, INCLUDING FINANCIAL REPORTING. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SU JIN JEZ | ||||||||||||||
| CEO | $255,000 | $0 | $0 | $0 | $0 | $0 | $20,400 | $0 | $9,417 | $0 | $284,817 | $0 | $0 | $0 |
| KIM BERNET | ||||||||||||||
| CFO/VP | $160,000 | $0 | $0 | $0 | $0 | $0 | $12,800 | $0 | $527 | $0 | $173,327 | $0 | $0 | $0 |
| DAVID RADWIN | ||||||||||||||
| SENIOR RESEARCHER | $149,158 | $0 | $0 | $0 | $0 | $0 | $11,933 | $0 | $958 | $0 | $162,049 | $0 | $0 | $0 |
| LAURA BERNHARD | ||||||||||||||
| SENIOR RESEARCHER | $145,962 | $0 | $0 | $0 | $0 | $0 | $4,121 | $0 | $8,414 | $0 | $158,497 | $0 | $0 | $0 |
| CAROLYN HO | ||||||||||||||
| DIRECTOR OF COMMUNICATIONS/ CHIEF OF | $139,423 | $0 | $0 | $0 | $0 | $0 | $11,154 | $0 | $7,733 | $0 | $158,310 | $0 | $0 | $0 |
| ANNA JOHNSON | ||||||||||||||
| POLICY DIRECTOR | $142,800 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $8,634 | $0 | $151,434 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE DRAFT 990 IS REVIEWED FIRST INTERNALLY BY THE CFO AND THE EXTERNAL ACCOUNTING FIRM TO LOOK FOR ERRORS AND CROSSCHECK THAT THE TOTALS MATCH THE FINANCIALS. IT IS THEN SENT TO THE AUDIT COMMITTEE FOR REVIEW/APPROVAL, BEFORE GOING TO THE FULL BOARD FOR REVIEW. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD IS ASKED ANNUALLY TO COMPLETE THE CONFLICT OF INTEREST FORMS DISCLOSING ANY CONFLICTS OR POTENTIAL CONFLICTS. STAFF SIGN THE STAFF VERSION OF THE POLICY WHEN THEY ARE HIRED. |
| FORM 990, PART VI, SECTION B, LINE 15 | FORM 990, PART VI, LINE 15A - COMPENSATION REVIEW & APPROVAL PROCESS - CEO & TOP MANAGEMENT THE CEO'S SALARY WAS CALIBRATED BASED ON 990 DATA FROM SIMILAR SIZED AND TYPE OF ORGANIZATIONS, AS WELL AS INDEPENDENT NONPROFIT SALARY SURVEY DATA. THAT RESEARCH AND DATA WAS PROVIDED TO THE BOARD ADMINISTRATIVE COMMITTEE, WHO MADE A RECOMMENDATION TO THE BOARD ON THE APPROPRIATE SALARY. FORM 990, PART VI, LINE 15B - COMPENSATION REVIEW & APPROVAL PROCESS - OFFICERS & KEY EMPLOYEES SIMILARLY THE COO/CFO SALARY WAS ALSO CALIBRATED BASED ON 990 DATA FROM SIMILAR SIZED AND TYPE OF ORGANIZATIONS, AS WELL AS INDEPENDENT NONPROFIT SALARY SURVEY DATA. THAT RESEARCH AND DATA WAS PROVIDED TO THE BOARD ADMINISTRATIVE COMMITTEE, WHO MADE A RECOMMENDATION TO THE BOARD ON THE APPROPRIATE SALARY. |
| FORM 990, PART VI, SECTION C, LINE 19 | AS REQUIRED BY THE NONPROFIT INTEGRITY ACT IN CALIFORNIA AND IRS REGULATIONS, CERTAIN DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | OTHER FEES FOR SERVICE: PROGRAM SERVICE EXPENSES 63,202. MANAGEMENT AND GENERAL EXPENSES 11,908. FUNDRAISING EXPENSES -9,315. TOTAL EXPENSES 65,795. STUDENT PARENT SUPPORT: PROGRAM SERVICE EXPENSES 91,819. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 91,819. RESEARCH CONSULTING: PROGRAM SERVICE EXPENSES 103,330. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 103,330. EVENT FACILITATION: PROGRAM SERVICE EXPENSES 30,796. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 30,796. LEADERSHIP COACHING: PROGRAM SERVICE EXPENSES 16,450. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,450. HR CONSULTING: PROGRAM SERVICE EXPENSES 16,173. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,173. |
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