INNOVATIVE CHANGES

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Reduce your risk when donating: see where the money actually goes.

Cite this

Plain text INNOVATIVE CHANGES. furp.org, nonprofit organization profile, tax years 2009–2019. https://furp.org/org/innovative-changes-800516996. Retrieved 2026-11-12.

APA furp.org. (n.d.). INNOVATIVE CHANGES [Nonprofit organization profile; tax years 2009–2019]. Retrieved November 12, 2026, from https://furp.org/org/innovative-changes-800516996

MLA “INNOVATIVE CHANGES.” furp.org, tax years 2009–2019, https://furp.org/org/innovative-changes-800516996. Accessed 12 Nov. 2026.

Retrieved 2026-11-12; covers tax years 2009–2019. Data: furp.org (index © the FURP Alliance; the records are public domain).

2019 · Form 990EZ · revenue $136K · expenses $245K · assets $368K

EIN
80-0516996
Address
20508 SW ROY ROGERS RD NO 155, SHERWOOD, OR 97140
Website
WWW.INNOVATIVECHANGES.ORG
NTEE code
S99 Community Improvement, Capacity Building N.E.C. (Community Improvement and Capacity Building) inferred (by a small language model from the name and 990 text, confidence 0.50; not an IRS classification)
FURP topic
domestic violence (from its 990 text; the topic index)
Exempt type
-
Ruling date
-
Cross-check
ProPublica Nonprofit Explorer

Mission

OUR MISSION IS TO HELP PEOPLE BUILD THEIR LONG-TERM FINANCIAL HEALTH. OUR VISION IS A SOCIETY WHERE ALL PEOPLE HAVE ACCESS TO SAFE, AFFORDABLE FINANCIAL PRODUCTS AND SERVICES AND THE ABILITY TO USE THEM WELL. OUR GUIDING PRINCIPLES WORK TO ADVANCE ECONOMIC JUSTICE FOR THOSE DISENFRANCHISED AND EXCLUDED BY THE MAINSTREAM FINANCIAL SERVICES SECTOR, CELEBRATE THE DIVERSE CULTURES OF OUR COMMUNITIES BY IMPLEMENTING CULTURALLY RESPONSIVE PROGRAMMING AND WE COMMIT TO BUILDING A STRONG, FINANCIALLY SUSTAINABLE ORGANIZATION.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

4 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Sarah Chenven SECRETARY2009-2019 $0$70,921 2
Nancy Yuill (former) EXECUTIVE DIRECTOR2010-2016 $37,924$390,999 1
Cynthia Winter (former) INTERIM DIRECTOR (JUL 17-MAY 18)2016-2017 $49,810$49,810 1
Traci Rossi (former) EXECUTIVE DIRECTOR2016 $24,004$24,004 1

Officers and directors, no compensation reported

17 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Ian Galloway DIRECTOR2017-2019 0 $0 reported 2
Peter Hainley EXECUTIVE DIRECTOR2017-2019 0 $0 reported 2
Kevork Isikbay PRESIDENT2014-2019 0 $0 reported 2
Steve Pagenstecher TREASURER2017-2019 0 $0 reported 1
Josh Sledge DIRECTOR2017-2019 0 $0 reported 1
Rosanne Marmor (former) PRESIDENT (JUL17-MAY18)2011-2017 2 $0 reported 1
Amy Youngflesh (former) TREASURER (JUL17-MAY18)2011-2017 1 $0 reported 1
Kim Read (former) DIRECTOR (JUL17-MAY18)2015-2017 1 $0 reported 1
Felicia Tripp-Folsom (former) DIRECTOR (JUL17-MAY18)2011-2017 1 $0 reported 1
David Foster (former) DIRECTOR (JUL17-MAY18)2015-2017 1 $0 reported 1
Prashant Varma (former) DIRECTOR2013-2014 1 $0 reported 1
Sarah Stevenson (former) DIRECTOR2009-2013 1 $0 reported 1
Angela Harbin (former) DIRECTOR2009-2012 1 $0 reported 1
Roseanne Marmor (former) Member2009-2010 1 $0 reported 1
Matthew Powell (former) Member2009-2010 1 $0 reported 1
Duke Harjo (former) President2009-2010 1 $0 reported 1
Betty Jo Austin (former) Member2009-2010 1 $0 reported 1

People by year

2019 · 6 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KEVORK ISIKBAY PRESIDENT0 $0-$0 $02
STEVE PAGENSTECHER TREASURER0 $0-$0 $01
SARAH CHENVEN SECRETARY0 $0-$0 $02
JOSH SLEDGE DIRECTOR0 $0-$0 $01
IAN GALLOWAY DIRECTOR0 $0-$0 $02
PETER HAINLEY EXECUTIVE DIRECTOR0 $0-$0 $02
2018 · 6 people listed · none paid · 0 employees · 27 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KEVORK ISIKBAY PRESIDENT0 $0$0$0 $02
STEVE PAGENSTECHER TREASURER0 $0$0$0 $01
SARAH CHENVEN SECRETARY0 $0$0$0 $02
JOSH SLEDGE DIRECTOR (BEG MAY18)0 $0$0$0 $01
IAN GALLOWAY DIRECTOR (BEG MAY18)0 $0$0$0 $02
PETER HAINLEY EXECUTIVE DIRECTOR5 $0$0$0 $02
2017 · 12 people listed · 1 paid, $50K · 11 employees · 70 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CYNTHIA WINTER INTERIM DIRECTOR (JUL 17-MAY 18)25 $49,810$0$0 $49,8101
ROSANNE MARMOR PRESIDENT (JUL17-MAY18)2 $0$0$0 $01
KEVORK ISIKBAY PRESIDENT (BEG MAY18)2 $0$0$0 $02
AMY YOUNGFLESH TREASURER (JUL17-MAY18)1 $0$0$0 $01
STEVE PAGENSTECHER TREASURER (BEG MAY18)1 $0$0$0 $01
SARAH CHENVEN SECRETARY (BEG MAY18)2 $0$0$0 $02
KIM READ DIRECTOR (JUL17-MAY18)1 $0$0$0 $01
FELICIA TRIPP-FOLSOM DIRECTOR (JUL17-MAY18)1 $0$0$0 $01
DAVID FOSTER DIRECTOR (JUL17-MAY18)1 $0$0$0 $01
JOSH SLEDGE DIRECTOR (BEG MAY18)1 $0$0$0 $01
IAN GALLOWAY DIRECTOR (BEG MAY18)1 $0$0$0 $02
PETER HAINLEY EXECUTIVE DIRECTOR (BEG MAY18)5 $0$0$0 $02
2016 · 10 people listed · 2 paid, $62K · 10 employees · 68 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
NANCY YUILL EXECUTIVE DIRECTOR40 $37,924$0$0 $37,9241
Traci Rossi EXECUTIVE DIRECTOR40 $18,644$0$5,360 $24,0041
ROSANNE MARMOR PRESIDENT2 $0$0$0 $01
AMY YOUNGFLESH SECRETARY/TREASURER1 $0$0$0 $01
KIM READ DIRECTOR1 $0$0$0 $01
SARAH Chenven DIRECTOR1 $0$0$0 $02
FELICIA TRIPP-FOLSOM DIRECTOR1 $0$0$0 $01
Kevork Isikbay DiRECTOR1 $0$0$0 $02
DAVID FOSTER DIRECTOR1 $0$0$0 $01
Cynthia Winter Interim Director25 $0$0$0 $01
2015 · 8 people listed · 1 paid, $74K · 8 employees · 92 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
NANCY YUILL EXECUTIVE DIRECTOR40 $73,960$0$0 $73,9601
ROSANNE MARMOR PRESIDENT1 $0$0$0 $01
AMY YOUNGFLESH SECRETARY/TREASURER1 $0$0$0 $01
KIM READ DIRECTOR1 $0$0$0 $01
SARAH CHENVEN DIRECTOR1 $0$0$0 $02
FELICIA TRIPP-FOLSOM DIRECTOR1 $0$0$0 $01
KEVORK ISIKBAY DIRECTOR1 $0$0$0 $02
DAVID FOSTER DIRECTOR1 $0$0$0 $01
2014 · 7 people listed · 1 paid, $72K · 8 employees · 56 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
NANCY YUILL EXECUTIVE DIRECTOR40 $63,000$0$8,508 $71,5081
ROSANNE MARMOR PRESIDENT1 $0$0$0 $01
AMY YOUNGFLESH SECRETARY/TREASURER1 $0$0$0 $01
PRASHANT VARMA DIRECTOR1 $0$0$0 $01
SARAH CHENVEN DIRECTOR1 $0$0$0 $02
FELICIA TRIPP-FOLSOM DIRECTOR1 $0$0$0 $01
KEVORK ISIKBAY DIRECTOR1 $0$0$0 $02
2013 · 6 people listed · 1 paid, $70K · 4 employees · 45 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
NANCY YUILL EXECUTIVE DIRECTOR40 $62,000$0$8,400 $70,4001
ROSANNE MARMOR PRESIDENT1 $0$0$0 $01
AMY YOUNGFLESH SECRETARY/TREASURER1 $0$0$0 $01
PRASHANT VARMA DIRECTOR1 $0$0$0 $01
SARAH STEVENSON DIRECTOR1 $0$0$0 $01
FELICIA TRIPP-FOLSOM DIRECTOR1 $0$0$0 $01
2012 · 6 people listed · 1 paid, $68K · 4 employees · 12 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
NANCY YUILL EXECUTIVE DIRECTOR40 $60,000$0$8,463 $68,4631
ROSANNE MARMOR PRESIDENT1 $0$0$0 $01
AMY YOUNGFLESH SECRETARY/TREASURER1 $0$0$0 $01
ANGELA HARBIN DIRECTOR1 $0$0$0 $01
SARAH STEVENSON DIRECTOR1 $0$0$0 $01
FELICIA TRIPP-FOLSOM DIRECTOR1 $0$0$0 $01
2011 · 7 people listed · 1 paid, $69K · 6 employees · 15 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
NANCY YUILL EXECUTIVE DIRECTOR40 $60,000$0$8,744 $68,7441
ROSANNE MARMOR PRESIDENT1 $0$0$0 $01
ANGELA HARBIN SECRETARY/TREASURER1 $0$0$0 $01
SARAH STEVENSON DIRECTOR1 $0$0$0 $01
AMY YOUNGFLESH DIRECTOR1 $0$0$0 $01
FELICIA TRIPP-FOLSOM DIRECTOR1 $0$0$0 $01
SARAH CHENVEN EXECUTIVE DIRECTOR40 $0$0$0 $02
2010 · 8 people listed · 1 paid, $48K · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Sarah Chenven Executive Direc40 $48,413$0$0 $48,4132
Sarah Stevenson Member1 $0$0$0 $01
Roseanne Marmor Member1 $0$0$0 $01
Nancy Yuill Executive Direc40 $0$0$0 $01
Matthew Powell Member1 $0$0$0 $01
Duke Harjo President1 $0$0$0 $01
Betty Jo Austin Member1 $0$0$0 $01
Angela Harbin Secretary1 $0$0$0 $01
2009 · 7 people listed · 1 paid, $23K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Sarah Chenven Executive Direc0 $21,377-$1,131 $22,5082
Roseanne Marmor Member0 $0-- $01
Betty Jo Austin Member0 $0-- $01
Matthew Powell Member0 $0-- $01
Angela Harbin Secretary0 $0-- $01
Sarah Stevenson Member0 $0-- $01
Duke Harjo President0 $0-- $01

Highest-paid independent contractors

No independent contractors reported.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2019 · Form 990EZ period ending 2020-06-30 · view filing · original 990 ↗
$135,591$245,092 $367,695-$178,016 $110,183$25,358 ---
2018 · Form 990 period ending 2019-06-30 · view filing · original 990 ↗
$156,392$264,975 $517,718-$69,141 $56,248$98,140 $0027
2017 · Form 990 period ending 2018-06-30 · view filing · original 990 ↗
$223,938$303,596 $437,626$39,765 $172,765$50,297 $23,8101170
2016 · Form 990 period ending 2017-06-30 · view filing · original 990 ↗
$230,509$446,303 $396,588$119,423 $166,842$61,220 $88,0941068
2015 · Form 990 period ending 2016-06-30 · view filing · original 990 ↗
$422,668$422,535 $662,074$335,577 $339,431$82,519 $73,960892
2014 · Form 990 period ending 2015-06-30 · view filing · original 990 ↗
$469,457$365,606 $403,166$335,444 $394,473$74,810 $71,507856
2013 · Form 990 period ending 2014-06-30 · view filing · original 990 ↗
$189,564$324,561 $404,577$231,594 $130,215$59,280 $62,000445
2012 · Form 990 period ending 2013-06-30 · view filing · original 990 ↗
$478,623$320,304 $461,364$366,591 $441,900$35,844 $69,005412
2011 · Form 990 period ending 2012-06-30 · view filing · original 990 ↗
$228,700$274,171 $413,795$208,272 $165,486$60,510 $62,791615
2010 · Form 990 period ending 2011-06-30 · view filing · original 990 ↗
$316,042$213,481 $355,963$242,246 $299,925$15,872 $48,4130-
2009 · Form 990EZ period ending 2010-06-30 · view filing · original 990 ↗
$223,900$84,215 $219,025$139,685 $216,313$7,533 ---

Connected to

Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.

Funders of this organization

20 grantors reported grants to this organization, $1,486,249 in all, tax years 2009 to 2020. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

GrantorTotal givenGrantsLatest year's amountLatest yearYears givenTypeMatchGrants
NORTHWEST HEALTH FOUNDATION FUND II $250,0001 $250,0002010 2010 DAF sponsor Exact
show
INNOVATIVE HOUSING INC $242,4952 $51,1822010 2009-2010 Public charity Fuzzy filed as “Innovative Changes”
show
COMMUNITY AND SHELTER ASSIST CORP $213,6147 $26,0652018 2012-2018 Public charity Exact
show
UNITED WAY OF THE COLUMBIA- WILLAMETTE $145,6127 $10,6122019 2013-2016, 2018-2019 Public charity Exact
show
POINTS OF LIGHT FOUNDATION $139,7374 $102,5222015 2012-2015 DAF sponsor Exact
show
MEYER MEMORIAL TRUST $115,0002 $40,0002017 2015, 2017 Private foundation Fuzzy filed as “INNOVATIVE CHANGES”
show
FINRA INVESTOR EDUCATION FOUNDATION $84,3702 $42,1852016 2015-2016 Public charity Exact
show
OREGON COMMUNITY FOUNDATION $66,9674 $10,0002020 2014, 2018-2020 DAF sponsor Exact
show
BANK OF AMERICA CHARITABLE FOUNDATION INC $57,5005 $12,5002016 2012-2016 Private foundation Fuzzy filed as “Innovative Changes”, “INNOVATIVE CHANGES”
show
CASH OREGON $49,8041 $49,8042015 2015 Public charity Exact
show
COLLINS FOUNDATION $40,0002 $15,0002019 2018-2019 Private foundation Fuzzy filed as “INNOVATIVE CHANGES”
show
CREDIT BUILDERS ALLIANCE INC $20,2501 $20,2502015 2015 Public charity Exact
show
MERCY ENTERPRISE CORPORATION $20,0001 $20,0002012 2012 Public charity Exact
show
RESER FAMILY FOUNDATION $10,0001 $10,0002017 2017 Private foundation Fuzzy filed as “INNOVATIVE CHANGES”
show
CITIES FOR FINANCIAL EMPOWERMENT FUND INC $10,0001 $10,0002016 2016 Public charity Exact
show
FOUNDATION FOR FINANCIAL PLANNING INC $7,5001 $7,5002013 2013 Public charity Exact
show
JUAN YOUNG TRUST $5,0001 $5,0002019 2019 Private foundation Fuzzy filed as “INNOVATIVE CHANGES”
show
MASON TRUST 1017200 $3,9001 $3,9002014 2014 Private foundation Fuzzy filed as “INNOVATIVE CHANGES”
show
ROSE E TUCKER CHARITABLE TRUST $3,5002 $2,0002015 2013, 2015 Private foundation Fuzzy filed as “INNOVATIVE CHANGES”
show
JACKSON FOUNDATION UNITED STATES NATIONAL BANK OF OREGON TRUSTEE $1,0001 $1,0002013 2013 Private foundation Fuzzy filed as “INNOVATIVE CHANGES”
show

Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Same category: NTEE code and revenue

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. NTEE: the IRS’s code when it lists one, otherwise FURP’s inferred code. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
COMMUNITY SOLUTIONS INNOVATORSORS99 $96,283$40,380 Board Chair$0 Same NTEE code S99, revenue within 2x, same state
FRIENDS OF OLD TOWN STAYTONORS99 $108,041$97,864 President$0 Same NTEE code S99, revenue within 2x, same state
UCIFI ALLIANCE INCORS99 $104,188$112,545 CHAIRMAN$0 Same NTEE code S99, revenue within 2x, same state
FATHER S GROUPORS99 $129,160$0 Treasurer$87,000 Same NTEE code S99, revenue within 2x, same state
AGRI-BUSINESS EDUCATION CORPORATIONORS99 $157,838$82,362 EXECUTIVE DIRECTOR$70,853 Same NTEE code S99, revenue within 2x, same state
WEST VALLEY COMMUNITY CAMPUSORS99 $102,694$100,032 Board Member$0 Same NTEE code S99, revenue within 2x, same state
OREGON KAREN ASSOCIATIONORS99 $101,468$62,088 President$0 Same NTEE code S99, revenue within 2x, same state
Coos County Fair Alliance IncORS99 $114,295$288,860 Secretary$0 Same NTEE code S99, revenue within 2x, same state
ROCKWOOD FOODORS99 $162,562$172,628 SECRETARY$0 Same NTEE code S99, revenue within 2x, same state
VALE FOURTH INCORS99 $153,727$128,051 President$0 Same NTEE code S99, revenue within 2x, same state
DENNEY FAMILY CHARITIESORS99 $90,564$44,719 Trustee$0 Same NTEE code S99, revenue within 2x, same state
NORTH AMERICAN TRUFFLE GROWERS ASSOCIATIONORS99 $114,648$100,902 PRESIDENT$0 Same NTEE code S99, revenue within 2x, same state
EVOLVE INNOVATION CENTEROHS99 $161,383$172,500 FOUNDER$35,250 Same NTEE code S99, revenue within 2x
BUILDING INNOVATIVE NEW GOVERNMENTMIS99 $223,736$266,514 DIRECTOR$0 Same NTEE code S99, revenue within 2x
DREAM INNOVATIONS INCORPORATEDMSS99 $218,966$224,064 Executive Director$0 Same NTEE code S99, revenue within 2x
BUILT2LAST INNOVATIONS LAB INCNCS99 $203,953$234,332 EXECUTIVE DIRECTOR$119,439 Same NTEE code S99, revenue within 2x
INTEGRATIVE DEVELOPMENT INITIATIVECAS99 $205,875$176,475 2023 CFO & Food Cycle Collective Co-coordinator$2,581 Same NTEE code S99, revenue within 2x
PHANTOMS CHARITIESPAS99 $208,073$190,206 PRESIDENT & TREASURER$0 Same NTEE code S99, revenue within 2x
COGNITIVE JUSTICE INTLTXS99 $130,000$127,906 EXECUTIVE DIRECTOR$18,000 Same NTEE code S99, revenue within 2x
ELEVATE CARMEL INCINS99 $205,953$185,552 CHAIRPERSON$0 Same NTEE code S99, revenue within 2x
Collective RevivalWAS99 $129,528$108,198 Chairman$0 Same NTEE code S99, revenue within 2x
ASPIRE FOR HUMANITY INITIATIVESMES99 $144,952$117,553 Executive Director$0 Same NTEE code S99, revenue within 2x
INNOVATION FOUNDATION OF WESTERNWIS99 $186,053$326,903 EXECUTIVE DIRECTOR$87,510 Same NTEE code S99, revenue within 2x
ROCHESTER GREENOVATION INCNYS99 $95,875$98,872 Director$0 Same NTEE code S99, revenue within 2x
COOPERATIVE LEADERSHIP NETWORK INCAKS99 $165,042$147,957 INTERIM EXECUTIVE DIRECTOR$2,500 Same NTEE code S99, revenue within 2x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTotal givenGrantsOrganizations fundedTypeYearsWhich ones
GLOBAL IMPACT $429,1754 1DAF sponsor2009–2016 INSTITUTE FOR BLACK CHARITIES FEDER
OREGON COMMUNITY FOUNDATION funds this one $389,9857 3DAF sponsor2021–2024 FATHER S GROUP; WEST VALLEY COMMUNITY CAMPUS; OREGON KAREN ASSOCIATION
ROOTED PHILANTHROPIC $364,3003 1Private foundation2023–2025 THE ESABA CHARITABLE FOUNDATION
DONOR ADVISED CHARITABLE GIVING $355,6006 4DAF sponsor2017–2024 COOPERATIVE LEADERSHIP NETWORK INC; PROJECT TRINITE; LUNAR INC; 06880 INC
AMERICAN ONLINE GIVING FOUNDATION INC $315,0616 2DAF sponsor2020–2025 PHANTOMS CHARITIES; DENNEY FAMILY CHARITIES
THE COMMUNITY FOUNDATION FOR THE GREATER CAPITAL REGION INC $253,80012 1DAF sponsor2015–2024 SARATOGA INSTITUTE INC
AIR PRODUCTS FOUNDATION $250,1506 1Private foundation2019–2023 PHANTOMS CHARITIES
NATIONAL CHRISTIAN CHARITABLE FOUNDATION $235,5003 1DAF sponsor2022–2024 ASPIRE FOR HUMANITY INITIATIVES
FIDELITY INVESTMENTS CHARITABLE GIFT FUND $221,02515 8DAF sponsor2019–2024 LUNAR INC; GEORGIA HAITIAN-AMERICAN CHAMBER OF COMMERCE INC; CRANDON AREA COMMUNITY FOUNDATION; 06880 INC and 4 more
SAINT PAUL & MINNESOTA FOUNDATION $220,0005 2DAF sponsor2021–2023 LUNAR INC; THE ESABA CHARITABLE FOUNDATION
BUSH FOUNDATION $175,0003 1Private foundation2020–2021 LUNAR INC
SONOMA COUNTY COMMUNITY FOUNDATION $173,0502 1DAF sponsor2023–2024 MEYERS COMMUNITY FOUNDATION
THE MICAH 6 8 FOUNDATION $163,1063 1Private foundation2023–2025 ASPIRE FOR HUMANITY INITIATIVES
RICHARD KING MELLON FOUNDATION DTD 01-01-47 $150,0001 1Private foundation2020–2020 BLOOMFIELD DEVELOPMENT CORPORATION
MCKNIGHT FOUNDATION $150,0002 1Private foundation2021–2022 LUNAR INC

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2019 · Form 990EZ · $245,092 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Other expenses (detail on Schedule O) $189,233 77.2%
Occupancy, rent, utilities, maintenance $38,681 15.8%
Fees to independent contractors $17,178 7.0%
Total$245,092100%

View the filing

2018 · Form 990 · $264,975 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)CASA CONTRACT SERVICES $165,009$135,307$19,801$9,901 62.3%
Occupancy $37,686$30,903$4,522$2,261 14.2%
Fees: other services $25,100$25,100-- 9.5%
Office expenses $14,800$12,136$1,776$888 5.6%
Other (as described)LENDING PROGRAM FEES $8,084$8,084-- 3.1%
Fees: accounting $4,850-$4,850- 1.8%
Other (as described)BAD DEBT $2,458$2,458-- 0.9%
Insurance $2,278$1,868$273$137 0.9%
Information technology $1,753$1,753-- 0.7%
Fees: management $1,229$1,229-- 0.5%
Advertising and promotion $1,063$1,063-- 0.4%
All other expenses $665$545$80$40 0.3%
Total$264,975100%

View the filing

2017 · Form 990 · $303,596 spent · pay $50,113 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)CASA CONTRACT SERVICES $165,133$136,789$17,253$11,091 54.4%
Occupancy $36,131$29,929$3,775$2,427 11.9%
Pay: officers, directors, trustees, key employees $23,810$19,724$2,486$1,600 7.8%
Other salaries and wages $18,470$15,300$1,929$1,241 6.1%
Fees: other services $11,000$9,112$1,149$739 3.6%
Other (as described)OTHER PROGRAM COSTS $9,435$9,435-- 3.1%
Office expenses $8,819$7,143$1,020$656 2.9%
Fees: legal $6,973$5,776$729$468 2.3%
Other employee benefits $4,146$3,435$433$278 1.4%
Other (as described)BAD DEBT $3,554$3,554-- 1.2%
Payroll taxes $3,354$2,779$350$225 1.1%
Travel $3,207$3,207-- 1.1%
Other (as described)OTHER EXPENSES $2,543$2,106$266$171 0.8%
Insurance $2,084$1,726$218$140 0.7%
Depreciation and depletion $1,861$1,542$194$125 0.6%
Fees: accounting $1,800$1,491$188$121 0.6%
Advertising and promotion $943$943-- 0.3%
Pension plan contributions $333$276$35$22 0.1%
Total$303,596100%

View the filing

2016 · Form 990 · $446,303 spent · pay $321,866 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $185,427$159,433$16,896$9,098 41.5%
Pay: officers, directors, trustees, key employees $88,094$75,745$8,027$4,322 19.7%
Occupancy $35,034$30,123$3,192$1,719 7.8%
Other employee benefits $23,581$20,275$2,149$1,157 5.3%
Other (as described)Training $22,765$19,574$2,074$1,117 5.1%
Payroll taxes $20,475$17,604$1,866$1,005 4.6%
Other (as described)PROGRAM COSTS $17,285$17,285-- 3.9%
Office expenses $10,686$9,188$974$524 2.4%
Fees: accounting $10,065$8,654$917$494 2.3%
Fees: other services $7,443$6,400$678$365 1.7%
Travel $7,098$6,103$647$348 1.6%
Pension plan contributions $4,289$3,688$391$210 1.0%
Other (as described)BAD DEBT $3,791$3,791-- 0.8%
Depreciation and depletion $3,334$2,866$304$164 0.7%
Insurance $2,911$2,503$265$143 0.7%
Other (as described)OTHER EXPENSES $2,025$556$59$1,410 0.5%
Fees: legal $2,000$1,720$182$98 0.4%
Total$446,303100%

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2015 · Form 990 · $422,535 spent · pay $301,338 · grants $0 · events $5,576
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $172,451$146,148$16,917$9,386 40.8%
Pay: officers, directors, trustees, key employees $73,960$62,680$7,255$4,025 17.5%
Occupancy $33,441$28,823$3,026$1,592 7.9%
Other employee benefits $28,119$23,831$2,758$1,530 6.7%
Payroll taxes $21,145$17,920$2,074$1,151 5.0%
Fees: other services $20,079$17,307$1,816$956 4.8%
Other (as described)PROGRAM COSTS $17,010$15,904$308$798 4.0%
Office expenses $16,777$14,737$1,232$808 4.0%
Travel $7,305$6,296$661$348 1.7%
Other (as described)OTHER EXPENSES $6,679$2,446$30$4,203 1.6%
Fees: accounting $5,755$4,960$521$274 1.4%
Pension plan contributions $5,663$4,799$556$308 1.3%
Conferences, conventions and meetings $5,576$5,576-- 1.3%
Depreciation and depletion $3,429$2,906$336$187 0.8%
Insurance $3,150$2,715$285$150 0.7%
Other (as described)BAD DEBT $1,174$1,174-- 0.3%
Advertising and promotion $822$805$11$6 0.2%
Total$422,535100%

View the filing

2014 · Form 990 · $365,606 spent · pay $256,101 · grants $0 · events $5,036
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $142,210$119,561$14,168$8,481 38.9%
Pay: officers, directors, trustees, key employees $71,507$60,119$7,124$4,264 19.6%
Occupancy $27,259$23,495$2,466$1,298 7.5%
Other employee benefits $20,505$17,239$2,043$1,223 5.6%
Payroll taxes $18,142$15,253$1,807$1,082 5.0%
Office expenses $17,540$15,522$1,164$854 4.8%
Other (as described)PROGRAM COSTS $14,745$14,014$77$654 4.0%
Other (as described)BAD DEBT $13,089$13,089-- 3.6%
Fees: accounting $7,770$6,708$696$366 2.1%
Travel $6,882$6,272$400$210 1.9%
Other (as described)OTHER EXPENSES $5,996$4,786$1,185$25 1.6%
Conferences, conventions and meetings $5,036$5,036-- 1.4%
Depreciation and depletion $3,868$3,252$385$231 1.1%
Pension plan contributions $3,737$3,142$372$223 1.0%
Insurance $2,514$2,167$227$120 0.7%
Advertising and promotion $1,684$1,452$152$80 0.5%
Fees: other services $1,543$1,332$138$73 0.4%
Other (as described)PROGRAM LICENSES & FEES $1,480$1,480-- 0.4%
Fees: legal $99$85$9$5 0.0%
Total$365,606100%

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2013 · Form 990 · $324,561 spent · pay $217,304 · grants $0 · events $9,161
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $110,280$97,674$5,698$6,908 34.0%
Pay: officers, directors, trustees, key employees $62,000$54,913$3,203$3,884 19.1%
Occupancy $26,024$23,747$976$1,301 8.0%
Other employee benefits $21,309$18,873$1,101$1,335 6.6%
Payroll taxes $16,720$14,809$864$1,047 5.2%
Other (as described)PROGRAM COSTS $14,422$14,297$62$63 4.4%
Fees: accounting $13,552$13,552-- 4.2%
Office expenses $12,208$11,140$458$610 3.8%
Conferences, conventions and meetings $9,161$8,360$343$458 2.8%
Other (as described)PROGRAM LICENSES & FEES $8,062$7,900$122$40 2.5%
Other (as described)BAD DEBT $7,987$7,987-- 2.5%
Pension plan contributions $6,995$6,196$361$438 2.2%
Travel $6,368$5,811$239$318 2.0%
Insurance $2,922$2,667$109$146 0.9%
Depreciation and depletion $1,972$1,746$102$124 0.6%
Advertising and promotion $1,929$1,761$72$96 0.6%
Other (as described)OTHER EXPENSES $1,350$1,350-- 0.4%
Fees: other services $1,300-$557$743 0.4%
Total$324,561100%

View the filing

2012 · Form 990 · $320,304 spent · pay $207,347 · grants $0 · events $4,635
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $99,245$87,730$5,200$6,315 31.0%
Pay: officers, directors, trustees, key employees $69,005$60,998$3,616$4,391 21.5%
Occupancy $27,948$25,503$1,048$1,397 8.7%
Other (as described)PROGRAM COSTS $23,687$23,375$151$161 7.4%
Other employee benefits $18,279$16,158$958$1,163 5.7%
Payroll taxes $16,330$14,435$856$1,039 5.1%
Fees: accounting $14,130$12,928$515$687 4.4%
Other (as described)BAD DEBT $12,388$12,388-- 3.9%
Office expenses $8,518$7,770$321$427 2.7%
Fees: other services $6,292$5,757$229$306 2.0%
Other (as described)OTHER EXPENSES $5,168$5,152$7$9 1.6%
Conferences, conventions and meetings $4,635$4,229$174$232 1.4%
Pension plan contributions $4,488$3,967$235$286 1.4%
Depreciation and depletion $3,666$3,241$192$233 1.1%
Insurance $2,873$2,621$108$144 0.9%
Travel $1,227$1,120$46$61 0.4%
Other (as described)PROGRAM LICENSES & FEES $1,200$1,200-- 0.4%
Advertising and promotion $643$586$24$33 0.2%
Fees: legal $582$533$21$28 0.2%
Total$320,304100%

View the filing

2011 · Form 990 · $274,171 spent · pay $183,838 · grants $0 · events $2,797
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $85,558$83,208$454$1,896 31.2%
Pay: officers, directors, trustees, key employees $62,791$43,953$9,419$9,419 22.9%
Payroll taxes $20,777$17,965$1,300$1,512 7.6%
Other (as described)PROGRAM COSTS $18,119$17,817$146$156 6.6%
Occupancy $17,036$15,550$637$849 6.2%
Other (as described)BAD DEBT $15,716$15,716-- 5.7%
Other employee benefits $12,890$11,984$361$545 4.7%
Fees: other services $7,891$6,957$400$534 2.9%
Fees: accounting $7,844$7,525$137$182 2.9%
Depreciation and depletion $4,181$3,817$156$208 1.5%
Office expenses $4,067$3,634$235$198 1.5%
Insurance $3,284$2,997$123$164 1.2%
Conferences, conventions and meetings $2,797$2,553$105$139 1.0%
Other (as described)PROGRAM LICENSES AND FE $2,326$2,326-- 0.8%
Interest $2,250$2,250-- 0.8%
Pension plan contributions $1,822$1,822-- 0.7%
Other (as described)OTHER EXPENSES $1,761$1,735$11$15 0.6%
Travel $1,501$1,366$58$77 0.5%
Fees: legal $1,240$1,240-- 0.5%
Advertising and promotion $320$292$12$16 0.1%
Total$274,171100%

View the filing

2010 · Form 990 · $213,481 spent · pay $123,683 · grants $0 · events $596
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $67,049$55,497$5,640$5,912 31.4%
Pay: officers, directors, trustees, key employees $48,413$40,072$4,072$4,269 22.7%
Office expenses $23,254$21,502$790$962 10.9%
Other (as described)Bad Debt Expense $16,780$16,780-- 7.9%
Occupancy $10,210$8,678$681$851 4.8%
Payroll taxes $8,221$6,804$692$725 3.9%
Fees: accounting $6,035$5,320$318$397 2.8%
Other (as described)Marketing & Public Relations $5,744$4,882$383$479 2.7%
Fees: other services $5,483$4,833$289$361 2.6%
Other (as described)Licenses and Fees $4,200$4,200-- 2.0%
Other (as described)Loss on Disposal of Assets $3,195$3,195-- 1.5%
Fees: legal $3,061$2,698$161$202 1.4%
Insurance $3,061$2,602$204$255 1.4%
Depreciation and depletion $3,027$2,573$202$252 1.4%
Travel $2,902$2,467$193$242 1.4%
Interest $2,250$2,250-- 1.1%
Conferences, conventions and meetings $596$506$40$50 0.3%
Total$213,481100%

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2009 · Form 990EZ · $84,215 spent · pay $55,270 · grants $0 · events $0
LineAs describedTotalShare
Salaries, other pay and benefits $55,270 65.6%
Other expenses (detail on Schedule O) $18,689 22.2%
Fees to independent contractors $6,504 7.7%
Occupancy, rent, utilities, maintenance $3,752 4.5%
Total$84,215100%

View the filing

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