WALNUT CREEK CHAMBER FOUNDATION: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WALNUT CREEK CHAMBER FOUNDATION (EIN 68-0487243)
- Tax period
- 2023-04-01 to 2023-06-30
- Filed
- 2024-05-14
- IRS object ID
- 202401359349207245
- Schema version
- 2023v5.0
- 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 | 2024-05-14T16:54:35-07:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 942590179 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Maze & Associates | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3478 Buskirk Ave Ste 217 | AddressLine1Txt |
| City | Pleasant Hill | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94523 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680487243 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALNUT CREEK CHAMBER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WALN | BusinessNameControlTxt |
| Phone | 9259342007 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1280 CIVIC DRIVE 100 | AddressLine1Txt |
| City | WALNUT CREEK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94596 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BOB LINSCHEID | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Signature | 2024-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BOB | PersonFirstNm |
| Person Last | LINSCHEID | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | VIKKI C RODRIGUEZ | PreparerPersonNm |
| PTIN | P00685455 | PTIN |
| Phone | 9252282800 | PhoneNum |
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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | https://www.walnut-creek.com/foundation/ | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $61,927 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Program Service Revenue | $61,927 | ProgramServiceRevenueAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $0 | SpecialEventsDirectExpensesAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $61,927 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $14,622 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $327 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $58,693 | OtherExpensesTotalAmt |
| Total Expenses | $73,642 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$11,715 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $43,308 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $31,593 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,308 | BOYAmt |
| EOY | $31,593 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,308 | BOYAmt |
| EOY | $31,593 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,308 | BOYAmt |
| EOY | $31,593 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | TO PROVIDE FUNDING, RESOURCES, AND OTHER SUPPORT FOR PROGRAMS DESIGNED TO FOSTER THE DEVELOPMENT OF LEADERS AND LEADERSHIP QUALITIES, INCLUDING BUT NOT LIMITED TO LEADERSHIP TRAINING AND MENTORSHIPS; AND TO PROVIDE LEADERSHIP RESOURCES TO NON-PROFIT GROUPS, PUBLIC OFFICES, AND OTHERS. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (4 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|
| PROGRAM LEADERSHIP:LEADERSHIP CONTRA COSTA WAS CREATED TO IDENTIFY AND PROMOTE THE SKILLS AS A CURRENT OR FUTURE LEADER, ENHANCE THE PARTICIPANT'S KNOWLEDGE OF THE CONTRA COSTA REGION, EXPAND INVOLVEMENT IN COMMUNITY AFFAIRS AND INCREASE COMMUNICATION AMONG THE MOST ACTIVE AND INVOLVED MEMBERS OF THIS COMMUNITY. | $14,208 |
| EAST BAY WOMENS CONFERENCE:THE EAST BAY WOMEN'S CONFERENCE IS A PREMIER ONE-DAY CONFERENCE WITH THE MISSION TO INSPIRE AND EMPOWER WOMEN FROM ALL WALKS OF LIFE. THIS CONFERENCE INCLUDES PRESENTATIONS FROM INSPIRING KEYNOTE SPEAKERS, BOOK SIGNINGS, NETWORKING OPPORTUNITIES, AND SO MUCH MORE. | $44,205 |
| EDUCATION INITIATIVES:EDUCATION INITIATIVES INCLUDE PARTNERSHIPS WITH HIGHER EDUCATION INSTITUTIONS AND INNOVATIVE GROWTH COMPANIES TO HELP UPSKILLING AND RETRAINING WORKFORCE. THE MAIN FOCUS IN THIS YEAR'S STRATEGIC PLAN IS GROWTH IN HEALTH CARE EMPLOYMENT.CONVERSATIONS BETWEEN BUSINESS AND HIGHER EDUCATION LEADERS INCLUDE: BRING EARLY EDUCATION ISSUES TO THE ATTENTION OF BUSINESS LEADERS AND ENCOURAGE INCREASED PARTICIPATION. WORK WITH LOCAL, STATE AND FEDERAL OFFICIALS TO DEVELOP PUBLIC POLICY THAT WILL INCREASE THE AMOUNT OF INVESTMENTS IN HIGH QUALITY EARLY EDUCATION. ENCOURAGE ALIGNMENT OF PRE-K (PRESCHOOL) -16 , DESIGN PROFESSIONAL DEVELOPMENT SYSTEMS THAT USE BOTH THE RESEARCH-BASED PRESCHOOL LEARNING FOUNDATIONS AND THE K-12 CONTENT STANDARDS. | |
| ECONOMIC DEVELOPMENT:ECONOMIC DEVELOPMENT IS THE CREATION OF WEALTH IN WHICH COMMUNITY BENEFITS ARE CREATED. THERE ARE ONLY THREE APPROACHES USED TO ENHANCE LOCAL ECONOMIC DEVELOPMENT. THEY ARE: BUSINESS ATTRACTION, RETENTION AND EXPANSION - ENHANCING EXISTING BUSINESSES. THESE PROGRAMS ARE IN ASSOCIATION WITH THE CITY OF WALNUT CREEK IN THE DEVELOPMENT OF AN ECONOMIC DEVELOPMENT ACTION PLAN.THE ECONOMIC DEVELOPMENT ACTION PLAN INCLUDES DESIGNING, AND IMPLEMENTING ECONOMIC DEVELOPMENT STRATEGIES, AS WELL AS ACTING AS A KEY LIAISON BETWEEN PUBLIC AND PRIVATE SECTORS AND THE COMMUNITY. | $607 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $59,020 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (8 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| BOB LINSCHEID | ||
| President & CEO | 5.00 | $0 |
| PEGGY WHITE | ||
| BOARD MEMBER | 1.00 | $0 |
| ROBERT POWER | ||
| BOARD MEMBER | 1.00 | $0 |
| DAWN LOPSHIRE | ||
| BOARD MEMBER | 1.00 | $0 |
| ED DEL BECCARO | ||
| BOARD CHAIR | 1.00 | $0 |
| LESLIE DAWSON | ||
| Treasurer | 1.00 | $0 |
| MARGOT STANFORD | ||
| BOARD MEMBER | 1.00 | $0 |
| MATT GUICHARD | ||
| BOARD MEMBER | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BOB LINSCHEID | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1280 CIVIC DRIVE 100 | AddressLine1Txt |
| City | WALNUT CREEK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94596 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9259342007 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
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 | $29,024 | CurrentTaxYearMinus2YearsAmt |
| Total | $29,024 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $29,024 | CurrentTaxYearMinus2YearsAmt |
| Total | $29,024 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $29,024 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $29,024 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $292,882 | GrossReceiptsRltdActivitiesAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
| Public Support CY170 | 0.00000 | PublicSupportCY170Pct |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other Expenses.1005 | Travel $1218 |
| Other Expenses.1 | SPEAKER & VENUE $38113 |
| Other Expenses.2 | PROGRAMMING COSTS $13189 |
| Other Expenses.3 | OUTSIDE SERVICES $3692 |
| Other Expenses.4 | SUPPORT FOR CHAMBER $2400 |
| Other Expenses.6 | SUPPLIES $81 |
| Statement Note 1 | PLEASE NOTE THAT THE ORGANIZATION IS ELECTING TO CHANGE ITS FISCAL YEAR END FROM A MARCH 31 YEAR-END TO A JUNE 30 YEAR-END, COMMENCING WITH JUNE 30, 2023. THEREFORE THE ATTACHED RETURN IS FOR THE STUB PERIOD OF APRIL 1, 2023 THROUGH JUNE 30, 2023. |