NEWROOT LEARNING INSTITUTE: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- NEWROOT LEARNING INSTITUTE (EIN 36-4263664)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-01-19
- IRS object ID
- 202420199349301752
- Schema version
- 2022v5.0
- 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 | 2024-01-19T16:24:16-06:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362239746 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SASSETTI LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2107 SWIFT DRIVE SUITE 210 | AddressLine1Txt |
| City | OAK BROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60523 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364263664 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEWROOT LEARNING INSTITUTE | BusinessNameLine1Txt |
| Business Name Line2 | F/K/A UMOJA STUDENT DEVELOPMENT CORP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NEWR | BusinessNameControlTxt |
| Phone | 7733123898 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 910 W VAN BUREN ST STE200 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60607 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JACKIE LEMON | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 7733123898 | PhoneNum |
| Signature | 2023-12-20 | SignatureDt |
| Discuss With Paid Preparer | 0 | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JACKIE | PersonFirstNm |
| Person Last | LEMON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| 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 | JESSICA FREIBURG | PreparerPersonNm |
| PTIN | P00629387 | PTIN |
| Phone | 7083861433 | PhoneNum |
| Preparation | 2023-12-20 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JACKIE LEMON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 910 W VAN BUREN ST STE200 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60607 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,647,918 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NEWROOT.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1998 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | FOR OVER 25 YEARS, NEWROOT LEARNING INSTITUTE (NRLI) HAS BEEN A PREMIER ON-THE-GROUND PARTNER FOR HIGH SCHOOLS, DISTRICTS, AND ORGANIZATIONS FOCUSED ON ENSURING THAT ALL STUDENTS GRADUATE FROM HIGH SCHOOL EQUIPPED FOR COLLEGE, CAREER AND LIFE SUCCESS. NRLI AIMS TO BUILD THE CAPACITY OF COMMUNITIES TO INTEGRATE RESTORATIVE JUSTICE AND SOCIAL EMOTIONAL PRACTICES BY CENTERING INTERPERSONAL RELATIONSHIPS AND COMMUNITY OVER PUNISHMENT. RESEARCH DEMONSTRATES THAT IN ORDER TO IMPROVE STUDENT ACADEMIC AND INTERPERSONAL OUTCOMES, SCHOOLS MUST OFFER STUDENTS A SCHOOL CLIMATE OF COMPASSION OVER DISCIPLINE. OUR WORK SUPPORTS ADULTS TO CREATE SPACE FOR STUDENTS TO DEVELOP THEIR SOCIAL-AWARENESS AND SELF-MANAGEMENT SKILLS. AS A RESULT, BOTH ADULTS AND STUDENTS ARE ABLE TO ESTABLISH HEALTHIER BEHAVIORS THAT LEAD TO IMPROVED LEARNING CLIMATES AND SAFER COMMUNITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 30 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,437,956 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,262,107 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,295,932 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,371,726 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,918 | PYInvestmentIncomeAmt |
| CY Investment Income | $13,381 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | -$3,111 | CYOtherRevenueAmt |
| PY Total Revenue | $2,735,806 | PYTotalRevenueAmt |
| CY Total Revenue | $2,644,103 | 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 | $1,795,977 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,087,682 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $291,938 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $705,548 | PYOtherExpensesAmt |
| CY Other Expenses | $655,972 | CYOtherExpensesAmt |
| PY Total Expenses | $2,501,525 | PYTotalExpensesAmt |
| CY Total Expenses | $2,743,654 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $234,281 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$99,551 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,414,826 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,547,701 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $349,119 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $569,413 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,065,707 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,978,288 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | FOR OVER 25 YEARS, NEWROOT LEARNING INSTITUTE (NRLI) HAS BEEN A PREMIER ON-THE-GROUND PARTNER FOR HIGH SCHOOLS, DISTRICTS, AND ORGANIZATIONS FOCUSED ON ENSURING THAT ALL STUDENTS GRADUATE FROM HIGH SCHOOL EQUIPPED FOR COLLEGE, CAREER AND LIFE SUCCESS. NRLI AIMS TO BUILD THE CAPACITY OF COMMUNITIES TO INTEGRATE RESTORATIVE JUSTICE AND SOCIAL EMOTIONAL PRACTICES BY CENTERING INTERPERSONAL RELATIONSHIPS AND COMMUNITY OVER PUNISHMENT. RESEARCH DEMONSTRATES THAT IN ORDER TO IMPROVE STUDENT ACADEMIC AND INTERPERSONAL OUTCOMES, SCHOOLS MUST OFFER STUDENTS A SCHOOL CLIMATE OF COMPASSION OVER DISCIPLINE. OUR WORK SUPPORTS ADULTS TO CREATE SPACE FOR STUDENTS TO DEVELOP THEIR SOCIAL-AWARENESS AND SELF-MANAGEMENT SKILLS. AS A RESULT, BOTH ADULTS AND STUDENTS ARE ABLE TO ESTABLISH HEALTHIER BEHAVIORS THAT LEAD TO IMPROVED LEARNING CLIMATES AND SAFER COMMUNITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $459,052 | ExpenseAmt |
| Revenue | $433,120 | RevenueAmt |
| Desc | NEWROOT'S SOCIAL EMOTIONAL LEARNING PROGRAMMING PROVIDES CURRICULA, INTERVENTIONS, AND TRAINING THAT ENABLE SCHOOLS TO CREATE AND SUSTAIN NURTURING ENVIRONMENTS THAT LEAD TO IMPROVED SOCIAL WELL-BEING OUTCOMES, ACADEMIC OUTCOMES, AND REDUCED SUSPENSIONS AND DISCIPLINARY INFRACTIONS. NEWROOT ENGAGES SEL PARTNERS IN STRATEGIC PLANNING AND SYSTEM-BUILDING WITH THE SCHOOL COMMUNITY; FACILITATES PROFESSIONAL DEVELOPMENT FOR TEACHERS, COUNSELORS, STAFF, AND ADMINISTRATORS; AND PROVIDES CUSTOMIZED COACHING AND MODELING IN THE IMPLEMENTATION OF NEWROOT'S 500+ RESEARCH-BASED LESSONS THAT ARE ALIGNED WITH THE ILLINOIS SOCIAL AND EMOTIONAL LEARNING STANDARDS, NATIONAL ASCA STANDARDS, AND THE COMMON CORE. BY DEVELOPING SELF AND SOCIAL-AWARENESS SKILLS, SELF-MANAGEMENT, AND INTERPERSONAL SKILLS, BOTH ADULTS AND STUDENTS ARE ABLE TO ESTABLISH AND MAINTAIN RELATIONSHIPS AND HEALTHIER BEHAVIORS THAT SUPPORT SELF-SUSTAINING POSITIVE SCHOOL CULTURES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,002,689 | ExpenseAmt |
| Revenue | $715,842 | RevenueAmt |
| Desc | NEWROOT PROVIDES PROFESSIONAL DEVELOPMENT TRAINING SESSIONS FORPARTICIPANTS THROUGHOUT CHICAGOLAND AND BEYOND. AS A PREMIER SOCIALEMOTIONAL LEARNING AND RESTORATIVE JUSTICE PROVIDER IN CHICAGO AND ONEOF THE ONLY ORGANIZATIONS WITH A SIGNIFICANT BREADTH AND DEPTH OFKNOWLEDGE AND EXPERIENCE IN THESE AREAS, FROM STUDENT PROGRAMMING TO ADULT TRAINING TO DATA ANALYSIS TO SYSTEM DESIGN, THE DEMAND FORNEWROOT'S CURRICULA AND TRAINING IS GROWING. OUR HIGHLY SKILLED STAFF PROVIDE CUSTOMIZED TRAINING, CURRICULA, AND COACHING FOR EDUCATORS, SCHOOLS, AND DISTRICTS TO EFFECTIVELY IMPLEMENT NEWROOT'S SOCIAL EMOTIONAL LEARNING AND RESTORATIVE JUSTICE PROGRAMMING WITHIN THEIR SCHOOLS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $688,856 | ExpenseAmt |
| Revenue | $223,468 | RevenueAmt |
| Desc | NEWROOT'S RESTORATIVE JUSTICE MODEL CREATES THE CONDITIONS FOR BOTH STUDENTS AND ADULTS TO SUCCESSFULLY REACH THEIR ACADEMIC GOALS BY REDUCING VIOLENCE, RESTORING CONFLICTS AND REDUCING SUSPENSIONS AND DISCIPLINARY INFRACTIONS. THROUGH RJ PROGRAMMING, STUDENTS LEARN CRITICAL SOCIAL, EMOTIONAL, AND BEHAVIORAL SKILLS AND TEACHERS ARE BETTER POSITIONED TO DELIVER HIGH QUALITY INSTRUCTION. NEWROOT UTILIZES A WHOLE SCHOOL RESTORATIVE JUSTICE MODEL WHICH INCLUDES: 1) A PEACE ROOM WHICH SERVES AS A HUB FOR RESTORATIVE PRACTICES AND INTERVENTIONS INCLUDING: PEACE CIRCLES, MEDIATIONS, RESTORATIVE CHATS AND RE-ENTRY CIRCLES; 2) DISCIPLINE AND BEHAVIOR SYSTEMS AND DATA SUPPORT; 3) PROFESSIONAL DEVELOPMENT FOR TEACHERS AND STAFF; AND 4) A DISCIPLINARY INTERVENTION AND SUPPORT CURRICULUM WHICH TEACHES CRITICAL SOCIAL-EMOTIONAL AND LEADERSHIP. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,150,597 | 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 | Yes (1) | 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 | 0 | 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 | 0 | 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 |
| IRP Document | 13 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 30 | 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 | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | 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 | 0 | 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 | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELIZABETH KESNER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7733123898 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 910 W VAN BUREN ST STE200 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60607 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 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 |
|---|---|---|---|---|---|---|---|
| SHARON LINDSTROM | |||||||
| PRESIDENT | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHN HEIBERGER | |||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARIA TEAL | |||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LINDSAY CHIM | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HAROLD MAYS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RACHEL POWERS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RODNEY THOMAS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NICOLE WILLIAMS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JACKIE LEMON | |||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | Yes (X) | $179,729 | $0 | $0 | ||
| KRISTIN C MOORE | |||||||
| CHIEF PROGRAM AND IMPACT | 40.00 | $110,079 | $0 | $0 | Yes (X) | ||
| ELIZABETH FROST KESNER | |||||||
| CHIEF PEOPLE AND OPERATIONS | 40.00 | $112,670 | $0 | $0 | Yes (X) | ||
| ROSA ZAMORA | |||||||
| CHIEF PARTNERSHIP DEVELOPMENT | 40.00 | $110,648 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $513,126 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | 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 | PERY CONSULTING GROUP LLC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7607 WISCASSET DRIVE | AddressLine1Txt |
| City | WEST HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | FINANCE & ACCOUNTING | ServicesDesc |
| Compensation | $120,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $59,148 | FundraisingAmt |
| Government Grants | $294,956 | GovernmentGrantsAmt |
| All Other Contributions | $908,003 | AllOtherContributionsAmt |
| Noncash Contributions | $2,500 | NoncashContributionsAmt |
| Total Contributions | $1,262,107 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM SERVICE FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,371,726 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,371,726 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,371,726 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,381 | TotalRevenueColumnAmt |
| Exclusion | $13,381 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $59,148 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $3,815 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$3,815 | TotalRevenueColumnAmt |
| Exclusion | -$3,815 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $704 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $704 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $704 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,644,103 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,372,430 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $9,566 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,729 | TotalAmt |
| Program Services | $138,571 | ProgramServicesAmt |
| Management And General | $19,433 | ManagementAndGeneralAmt |
| Fundraising | $21,725 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,599,953 | TotalAmt |
| Program Services | $1,233,565 | ProgramServicesAmt |
| Management And General | $172,996 | ManagementAndGeneralAmt |
| Fundraising | $193,392 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167,050 | TotalAmt |
| Program Services | $120,577 | ProgramServicesAmt |
| Management And General | $34,798 | ManagementAndGeneralAmt |
| Fundraising | $11,675 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,950 | TotalAmt |
| Program Services | $108,228 | ProgramServicesAmt |
| Management And General | $15,707 | ManagementAndGeneralAmt |
| Fundraising | $17,015 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,240 | TotalAmt |
| Program Services | $113,680 | ProgramServicesAmt |
| Management And General | $11,955 | ManagementAndGeneralAmt |
| Fundraising | $12,605 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $260,502 | TotalAmt |
| Program Services | $230,484 | ProgramServicesAmt |
| Management And General | $14,612 | ManagementAndGeneralAmt |
| Fundraising | $15,406 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,554 | TotalAmt |
| Program Services | $2,266 | ProgramServicesAmt |
| Management And General | $140 | ManagementAndGeneralAmt |
| Fundraising | $148 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,099 | TotalAmt |
| Program Services | $26,371 | ProgramServicesAmt |
| Management And General | $15,102 | ManagementAndGeneralAmt |
| Fundraising | $2,626 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,428 | TotalAmt |
| Program Services | $80,941 | ProgramServicesAmt |
| Management And General | $8,512 | ManagementAndGeneralAmt |
| Fundraising | $8,975 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,031 | TotalAmt |
| Program Services | $17,962 | ProgramServicesAmt |
| Management And General | $967 | ManagementAndGeneralAmt |
| Fundraising | $1,102 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,811 | TotalAmt |
| Program Services | $23,242 | ProgramServicesAmt |
| Management And General | $1,738 | ManagementAndGeneralAmt |
| Fundraising | $1,831 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,452 | TotalAmt |
| Program Services | $5,306 | ProgramServicesAmt |
| Management And General | $558 | ManagementAndGeneralAmt |
| Fundraising | $588 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,886 | TotalAmt |
| Program Services | $8,129 | ProgramServicesAmt |
| Management And General | $856 | ManagementAndGeneralAmt |
| Fundraising | $901 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,423 | TotalAmt |
| Program Services | $18,439 | ProgramServicesAmt |
| Management And General | $1,939 | ManagementAndGeneralAmt |
| Fundraising | $2,045 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| TELECOMMUNICATIONS | $13,046 | $10,728 | $1,128 | $1,190 |
| DUES AND SUBSCRIPTIONS | $7,836 | $6,444 | $678 | $714 |
| PROGRAM SUPPLIES | $5,664 | $5,664 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,743,654 | TotalAmt |
| Program Services | $2,150,597 | ProgramServicesAmt |
| Management And General | $301,119 | ManagementAndGeneralAmt |
| Fundraising | $291,938 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $602,978 | BOYAmt |
| EOY | $645,845 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $634,143 | BOYAmt |
| EOY | $601,331 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,042,227 | BOYAmt |
| EOY | $868,203 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,890 | BOYAmt |
| EOY | $46,514 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $123,928 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $108,301 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,287 | BOYAmt |
| EOY | $15,627 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,301 | BOYAmt |
| EOY | $92,432 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $277,749 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,414,826 | BOYAmt |
| EOY | $2,547,701 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $179,119 | BOYAmt |
| EOY | $108,647 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,000 | BOYAmt |
| EOY | $150,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $310,766 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $349,119 | BOYAmt |
| EOY | $569,413 | 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 | $1,622,612 | BOYAmt |
| EOY | $1,569,360 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $443,095 | BOYAmt |
| EOY | $408,928 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,065,707 | BOYAmt |
| EOY | $1,978,288 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,414,826 | BOYAmt |
| EOY | $2,547,701 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$99,551 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $12,132 | NetUnrlzdGainsLossesInvstAmt |
| 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 | $2,896,815 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,201,106 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,017,228 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,921,448 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,572,185 | CurrentTaxYearAmt |
| Total | $13,608,782 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,896,815 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,201,106 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,017,228 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,921,448 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,572,185 | CurrentTaxYearAmt |
| Total | $13,608,782 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $967,077 | SubstantialContributorsTotAmt |
| Public Support Total170 | $12,641,705 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,520 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,340 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,198 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,918 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,381 | CurrentTaxYearAmt |
| Total | $44,357 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | -$4,643 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $704 | CurrentTaxYearAmt |
| Total | -$3,939 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $13,649,200 | TotalSupportAmt |
| Public Support CY170 | 0.92620 | PublicSupportCY170Pct |
| Public Support PY170 | 0.88630 | 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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,525 | BeginningYearBalanceAmt |
| Grants Or Scholarships | $3,764 | GrantsOrScholarshipsAmt |
| End Year Balance | $6,761 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $160,525 | BeginningYearBalanceAmt |
| Other Expenditures | $150,000 | OtherExpendituresAmt |
| End Year Balance | $10,525 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $160,525 | BeginningYearBalanceAmt |
| End Year Balance | $160,525 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $160,525 | BeginningYearBalanceAmt |
| End Year Balance | $160,525 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $160,525 | BeginningYearBalanceAmt |
| End Year Balance | $160,525 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $106,336 | OtherCostOrOtherBasisAmt |
| Depreciation | $93,438 | DepreciationAmt |
| Book Value | $12,898 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,592 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,863 | DepreciationAmt |
| Book Value | $2,729 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $15,627 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RIGHT OF USE ASSETS | Desc |
| Book Value | $277,749 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $277,749 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE LIABILITY | Desc |
| Amt | $310,766 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $310,766 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $2,687,026 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $12,132 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $26,976 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $3,815 | OtherRevenueAmt |
| Revenue Not Reported | $42,923 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,644,103 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,644,103 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,774,445 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $26,976 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $3,815 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $30,791 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,743,654 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,743,654 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | DIRECT SPEICAL EVENTS EXPENSE 3,815. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT SPEICAL EVENTS EXPENSE 3,815. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | 25TH ANNIVERSARY LAUNCH | Event1Nm |
| Gross Receipts Event1 | $59,148 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $59,148 | CharitableContriEvent1Amt |
| Other Direct Expenses Event1 | $3,815 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $59,148 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $59,148 | CharitableContributionsTotAmt |
| Oth Direct Expnss Total Events | $3,815 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $3,815 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$3,815 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JACKIE LEMON | PersonNm |
| Title | CHIEF EXECUTIVE OFFICER | TitleTxt |
| Base Compensation Filing Org | $179,729 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $179,729 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 8B | NEWROOT DOES NOT GENERALLY KEEP WRITTEN MINUTES FOR COMMITTEE MEETINGS. COMMITTEE CHAIRS DELIVER A REPORT ON COMMITTEE ACTIVITIES TO THE ENTIRE BOARD OF DIRECTORS AT EACH BOARD MEETING, AND THESE REPORTS ARE DOCUMENTED IN THE BOARD OF DIRECTORS MEETING MINUTES. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD OF DIRECTORS ARE PROVIDED WITH A COPY OF FORM 990 PRIOR TO ITS FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS ARE REQUIRED TO DECLARE ALL CONFLICTS OF INTEREST ANNUALLY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE CEO'S PERFORMANCE IS EVALUATED ANNUALLY BY THE BOARD OF DIRECTORS. BASED ON THIS EVALUATION AND A SURVEY OF SALARIES PAID TO EXECUTIVES IN SIMILAR POSITIONS, THE BOARD DETERMINES THE EXECUTIVE DIRECTOR'S SALARY. COMPENSATION SURVEY DATA IS USED TO SET ALL SALARIES, INCLUDING CHIEF-LEVEL ROLES. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XII, LINE 2C | THE ORGANIZATION'S OVERSIGHT PROCESS HAS NOT CHANGED FROM THE PREVIOUS YEAR. |