2026-05-05T10:08:56-05:00 2025-06-30 814234542 BPM LLP 10 ALMADEN BOULEVARD SUITE 1000 SAN JOSE CA 951132238 990 2024-07-01 882393598 CALIFORNIA COMPETES CALI 5105429109 1999 HARRISON STREET 1900 OAKLAND CA 94612 SU JIN JEZ PHD CEO 5105429109 2026-05-04 1 1 TAMARA L MCINERNEY P00011797 4089616300 2026-05-04 2024 2025-03-06 01:10:19Z SU JIN JEZ PHD 1999 HARRISON STREET 1900 OAKLAND CA 94612 2794142 0 X HTTPS://CALIFORNIACOMPETES.ORG X 2021 CA 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. 14 14 13 14 0 0 3744205 2463998 249063 257000 19529 73144 23 0 4012820 2794142 306273 259750 0 0 1316994 1598183 4198 15180 142828 512752 647606 2140217 2520719 1872603 273423 3824164 4082741 163194 148348 3660970 3934393 X 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. 0 0 1998815 259750 257000 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. 1998815 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 17 0 1 13 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X KIM BERNET 5105429109 1999 HARRISON STREET SUITE 1900 OAKLAND CA 94612 KEELY MARTIN BOSLER BOARD MEMBER 2.00 X 0 0 0 CHRISTOPHER CABALDON BOARD MEMBER (THRU 01/25) 2.00 X 0 0 0 CARL COHN BOARD MEMBER (THRU 09/24) 2.00 X 0 0 0 DAN GROSS BOARD MEMBER 2.00 X 0 0 0 ELIZABETH HILL CHAIR 2.00 X X 0 0 0 STEVEN KOBLIK BOARD MEMBER 2.00 X 0 0 0 CAROL LIU BOARD MEMBER 2.00 X 0 0 0 JULIA LOPEZ SECRETARY 2.00 X X 0 0 0 LENNY MENDONCA BOARD MEMBER 2.00 X 0 0 0 LEROY MORISHITA BOARD MEMBER 2.00 X 0 0 0 ROGER NIELLO TREASURER 2.00 X X 0 0 0 LIBBY SCHAAF BOARD MEMBER 2.00 X 0 0 0 JACK SCOTT BOARD MEMBER 2.00 X 0 0 0 PETER WEBER BOARD MEMBER 2.00 X 0 0 0 SU JIN JEZ CEO 40.00 X 255000 0 29817 KIM BERNET CFO/VP 40.00 X 160000 0 13327 LAURA BERNHARD SENIOR RESEARCHER 40.00 X 145962 0 12535 DAVID RADWIN SENIOR RESEARCHER 40.00 X 149158 0 12891 CAROLYN HO DIRECTOR OF COMMUNICATIONS/ CHIEF OF STAFF 40.00 X 139423 0 18887 ANNA JOHNSON POLICY DIRECTOR 40.00 X 142800 0 8634 992343 0 96091 6 0 1 0 0 2463998 2463998 PROGRAM SERVICE FEES 900099 257000 257000 257000 73144 73144 2794142 257000 0 73144 X 259750 259750 476871 382295 63344 31232 915269 733848 121475 59946 41691 33482 5500 2709 65295 51718 9196 4381 99057 71425 18513 9119 62295 62295 15180 15180 324363 321770 11908 -9315 60065 30088 20086 9891 27537 10613 11339 5585 8932 8932 78352 35624 28628 14100 68202 68202 15998 15998 DUES, LICENSES & SERVIC 1862 1862 2520719 1998815 379076 142828 2001859 2872830 1748285 1171403 39000 25000 21451 13508 13569 0 3824164 4082741 130775 148348 18850 0 13569 0 163194 148348 X 1346742 1614080 2314228 2320313 3660970 3934393 3824164 4082741 273423 0 X 0 1 X 1 0 X 2146518 3744205 2463998 8354721 2146518 3744205 2463998 8354721 4952685 3402036 3898 19529 73144 96571 3 23 26 8451318 524772 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1014 5663 6677 2514042 2520719 276036 69009 0 0 76152 257011 276036 609199 913799 36 8431 6677 15144 19038 64253 69009 152300 228450 915 1014 1929 0 X 2942378 148236 148236 2794142 0 2794142 2668955 148236 148236 2520719 0 2520719 PART X, LINE 2: 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. 1 SARAH ARONSON 1026 IRIS ST REDWOOD CITY CA 94061 CONTRACT SERVICE 0 0 16330 0 16330 1 THE EDUCATION TRUST INC 1501 K ST NW WASHINGTON DC 20005 521982223 501(C)(3) 259750 0 STUDENT PARENT COALITION 1 PART I, LINE 2: 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. X X X X 0 0 0 0 0 0 0 0 0 SU JIN JEZ CEO 255000 0 0 0 0 0 20400 0 9417 0 284817 0 0 0 KIM BERNET CFO/VP 160000 0 0 0 0 0 12800 0 527 0 173327 0 0 0 DAVID RADWIN SENIOR RESEARCHER 149158 0 0 0 0 0 11933 0 958 0 162049 0 0 0 LAURA BERNHARD SENIOR RESEARCHER 145962 0 0 0 0 0 4121 0 8414 0 158497 0 0 0 CAROLYN HO DIRECTOR OF COMMUNICATIONS/ CHIEF OF 139423 0 0 0 0 0 11154 0 7733 0 158310 0 0 0 ANNA JOHNSON POLICY DIRECTOR 142800 0 0 0 0 0 0 0 8634 0 151434 0 0 0 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.