CALIFORNIA FOUNDATION ON THE ENVIRONMENT AND THE ECONOMY: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CALIFORNIA FOUNDATION ON THE ENVIRONMENT AND THE ECONOMY (EIN 94-2579986)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202423219349300937
- Schema version
- 2023v5.1
- 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 | 2024-11-15T22:07:22-08:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 943113978 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | James Mansuetto CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1470 Maxine Ave | AddressLine1Txt |
| City | San Jose | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95125 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942579986 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | California Foundation on the Environment | BusinessNameLine1Txt |
| Business Name Line2 | & the Economy | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CALI | BusinessNameControlTxt |
| Phone | 4157881786 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 920 11th Street | AddressLine1Txt |
| City | Sacramento | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jay Hansen | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| 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 | James Mansuetto CPA | PreparerPersonNm |
| PTIN | P00537971 | PTIN |
| Phone | 4086660698 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Jay Hansen | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 920 11th Street | AddressLine1Txt |
| City | Sacramento | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,359,905 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.cfee.net | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1979 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | See Schedule "O" | ActivityOrMissionDesc |
| Voting Members Governing Body | 91 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 91 | VotingMembersIndependentCnt |
| Total Employee | 5 | TotalEmployeeCnt |
| Total Volunteers | 91 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $2,161,500 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,608,250 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $7,751 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $32,264 | CYProgramServiceRevenueAmt |
| PY Investment Income | $21,079 | PYInvestmentIncomeAmt |
| CY Investment Income | $87,023 | CYInvestmentIncomeAmt |
| PY Other Revenue | $49,366 | PYOtherRevenueAmt |
| CY Other Revenue | $83,945 | CYOtherRevenueAmt |
| PY Total Revenue | $2,239,696 | PYTotalRevenueAmt |
| CY Total Revenue | $2,811,482 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $818,924 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $950,563 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $90,280 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,539,415 | PYOtherExpensesAmt |
| CY Other Expenses | $1,540,250 | CYOtherExpensesAmt |
| PY Total Expenses | $2,358,339 | PYTotalExpensesAmt |
| CY Total Expenses | $2,490,813 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$118,643 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $320,669 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,300,655 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,572,441 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $514,741 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $352,838 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,785,914 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,219,603 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The mission of the California Foundation on the Environment and the Economy is to convene broad roundtable dialogues in the areas of energy, water, transportation, telecommunications and technology, housing, and the circular economy. Our participants include leaders from across California representing labor, business, environmental, and state and local government. Our dialogues take place both in state and through study travel projects designed to maximize the exchange of information, learn about new technological developments abroad, and explore common ground among our diverse participants. CFEE continually monitors the many complex issues facing California in our key issue areas. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,056,407 | ExpenseAmt |
| Revenue | $30,498 | RevenueAmt |
| Desc | CFEE held four conferences focused on a variety of topics within our issue areas.Key accomplishments in our conferences during 2023 included:1. Assessing how many new energy projects are needed to meet state climate goals, considering how to move more quickly in building new energy infrastructure, and evaluating opportunities to manage rising costs.2. Examining existing and potential future funding sources for roadways and public transit, identifying land use policies that align housing and transportation needs, the buildout of Californias growing electric vehicle market and charging stations, and developing transportation solutions that work for urban and rural communities alike.3. Understanding federal and state funding opportunities to deploy broadband networks, highlighting solutions to build communications infrastructure more efficiently while still incorporating community feedback, considering Californias role in cybersecurity, and learning about the development of artificial intelligence, including its risks and benefits.4. Evaluating Californias progress in becoming more resilient to weather extremes, studying the energy-water nexus, leveraging data to make more informed water management decisions, and identifying options to addressing rising prices in the water sector. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $706,645 | ExpenseAmt |
| Revenue | $20,000 | RevenueAmt |
| Desc | CFEE conducted four study travel projects in 2023. The projects facilitate handson learning in our key issue areas.CFEE conducted a study travel project to Denmark to learn how the small nation is leading the world with its commitment to carbon capture and storage and offshore wind energy technologies. The program also highlighted what is being done in Denmark to develop a carbon-neutral agricultural sector while ensuring food security and water supply sustainability.The second study travel project was held in British Columbia and Alberta, and it focused on the circular economy and recycling. The program featured best practices on recycling construction materials, bottle and can reuse and recycling, developing composting infrastructure, carbon capture usage and sequestration, plastics reduction and recycling, and the transition to zero waste communities and businesses. The third study travel project was in California where the program highlighted best practices and new technologies in Southern California. Featured projects included water reuse and storage facilities, workforce training for energy and construction workers, the transition to hydrogen fuels at power plants and in homes, refining of Californias special blend of gasoline and jet fuel, geothermal and lithium extraction in the Salton Sea, nuclear fusion research, tribal partnerships with state and local government, and public transit and rail development.Our fourth and final tour brought CFEE to France to learn how nuclear energy is a key climate strategy providing carbon-free baseload energy for the French and European electricity grid. Additionally, the program explored how France built, finances, and operates its high speed rail system, one of the most successful networks in the world. The study tour also highlighted climate adaption for farming practices and the transition to lower carbon fuels in the shipping and aviation industries. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,763,052 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 9 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 5 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 91 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 91 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jay Hansen | PersonNm |
| Phone | 4157881786 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 920 11th Street | AddressLine1Txt |
| City | Sacramento | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (104 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| Jay Hansen | |||||||
| President & CEO | 40.00 | 0.00 | Yes (X) | $353,189 | $0 | $64,067 | |
| Wyatt Lundy | |||||||
| Dir of Rsrch& Ops | 40.00 | 0.00 | $138,883 | $0 | $39,870 | ||
| Martin Adams | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Jamie Asbury | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Heidi Barsuglia | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Armond Cohen | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Stephanie Doyle | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Jason Caudle | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Mike Hartley | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Curt Augustine | |||||||
| Secretary | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| J Thomas Baca | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Robert Balgenorth | |||||||
| Chairman | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Allison Febbo | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Liz Forsburg Pardi | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Joseph Cruz | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Dustin Corcoran | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Quentin Foster | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Nick Chaset | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Bob Dean | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Caroline Choi | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Adel Hagekhalil | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Timothy T Cremins | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Daniel Curtin | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Scott Green | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Andrew Meredith | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Scott Farris | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Chris Hannan | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Barbara Hale | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Rodney Cobos | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Heidi Hawkins | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Martin Kropelnicki | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Grant Davis | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Laura Lewis | |||||||
| Treasurer | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Carolyn Coleman | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Kassandra F Gough | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Walter Hughes | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Paul Rowley | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Kerry Hattevik | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Robert Hunter | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Danielle Osborn Mills | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Alex Jackson | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Alona Sias | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Ted Bardacke | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Garen Kazanjian | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Graham Knaus | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Julie Rentner | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Mary Lynch | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Estee Cheng | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Dawn Weisz | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Michael Quigley | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Maria Sperber | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Tyler Studds | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Charles Martin | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Robert Daviduk | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Rob Stoker | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Lori Anne Dolqueist | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Kevin Tilden | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Vince Sugrue | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Varner Seaman | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Catherine Reheis-Boyd | |||||||
| Vice Chair | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Ermelinda Ruiz Moretti | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Mary-Ann Warmerdam | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Doug Kobold | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Daniel Skopec | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Jan Smutny-Jones | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Willie Whittlesey | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Tony Brunello | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Nick Josefowitz | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Jay Ziegler | |||||||
| Vice Chair | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Paul Von Berg | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Laura Tolkoff | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Mark Macarro | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Rebecca Lee | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| David Gomez | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Colin Lavin | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Michelle Wright Conn | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Elliot Mainzer | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Lori Mitchell | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Sara Oneill | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Michelle Orrock | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Chris Patterson | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Mark Pestrella | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Eric Potashner | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Michelle Reimers | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Heidi Sanborn | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Antonio Sanchez | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Brian Hanlon | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Beth Vaughn | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Terry Webber | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Jim Wunderman | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Steve Konig | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Laiza Negrete | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Alex Jackson | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Jennifer Pierre | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Anthony Williams | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Marc Blakeman | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Michael Caprio | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Tim Carmichael | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Juliet Christian-Smith | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Janus Norman | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Katelyn Roedner-Sutton | |||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Victoria Rome | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Teresa Stark | |||||||
| Director | 0.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Celeste Cremen | |||||||
| Office Manager | 40.00 | 0.00 | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $492,072 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $103,937 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $2,608,250 | AllOtherContributionsAmt |
| Total Contributions | $2,608,250 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| Conference Attendance Fee | $1,322 | $1,322 |
| Miscellaneous Income | $13,266 | $13,266 |
| Refund of Prior Year Exp | $17,676 | $17,676 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $32,264 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $94,578 | TotalRevenueColumnAmt |
| Exclusion | $94,578 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $83,945 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $83,945 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $83,945 | TotalRevenueColumnAmt |
| Exclusion | $83,945 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $540,868 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $548,423 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$7,555 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$7,555 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$7,555 | RelatedOrExemptFuncIncomeAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,811,482 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $24,709 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $178,523 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $342,026 | TotalAmt |
| Program Services | $188,114 | ProgramServicesAmt |
| Management And General | $119,709 | ManagementAndGeneralAmt |
| Fundraising | $34,203 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $404,006 | TotalAmt |
| Program Services | $173,005 | ProgramServicesAmt |
| Management And General | $217,588 | ManagementAndGeneralAmt |
| Fundraising | $13,413 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,598 | TotalAmt |
| Program Services | $48,388 | ProgramServicesAmt |
| Management And General | $40,451 | ManagementAndGeneralAmt |
| Fundraising | $6,759 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,316 | TotalAmt |
| Program Services | $32,573 | ProgramServicesAmt |
| Management And General | $29,015 | ManagementAndGeneralAmt |
| Fundraising | $3,728 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,617 | TotalAmt |
| Program Services | $20,261 | ProgramServicesAmt |
| Management And General | $20,898 | ManagementAndGeneralAmt |
| Fundraising | $2,458 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,928 | TotalAmt |
| Management And General | $15,928 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,700 | TotalAmt |
| Management And General | $33,700 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,154 | TotalAmt |
| Management And General | $11,154 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,062 | TotalAmt |
| Program Services | $25,376 | ProgramServicesAmt |
| Management And General | $12,686 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,758 | TotalAmt |
| Program Services | $22,505 | ProgramServicesAmt |
| Management And General | $11,253 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $199,885 | TotalAmt |
| Program Services | $133,257 | ProgramServicesAmt |
| Management And General | $66,628 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,231 | TotalAmt |
| Program Services | $2,744 | ProgramServicesAmt |
| Management And General | $2,744 | ManagementAndGeneralAmt |
| Fundraising | $2,743 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,023 | TotalAmt |
| Program Services | $4,682 | ProgramServicesAmt |
| Management And General | $2,341 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,843 | TotalAmt |
| Program Services | $4,562 | ProgramServicesAmt |
| Management And General | $2,281 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Study Travel Direct Expense | $597,654 | $597,654 | ||
| Conferences Direct Expense | $438,350 | $438,350 | ||
| Board expense | $36,377 | $4,671 | $8,322 | $23,384 |
| Payroll & 401(k) Processing | $24,323 | $16,215 | $8,108 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,962 | TotalAmt |
| Program Services | $50,695 | ProgramServicesAmt |
| Management And General | $34,675 | ManagementAndGeneralAmt |
| Fundraising | $3,592 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,490,813 | TotalAmt |
| Program Services | $1,763,052 | ProgramServicesAmt |
| Management And General | $637,481 | ManagementAndGeneralAmt |
| Fundraising | $90,280 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,994 | BOYAmt |
| EOY | $124,692 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,025,033 | BOYAmt |
| EOY | $1,109,341 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $2,500 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $513,405 | BOYAmt |
| EOY | $441,380 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,730 | BOYAmt |
| EOY | $803 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $751,412 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $731,168 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,398 | BOYAmt |
| EOY | $20,244 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,686,758 | BOYAmt |
| EOY | $1,854,144 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,337 | BOYAmt |
| EOY | $19,337 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,300,655 | BOYAmt |
| EOY | $3,572,441 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $391,264 | BOYAmt |
| EOY | $263,742 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,477 | BOYAmt |
| EOY | $89,096 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $514,741 | BOYAmt |
| EOY | $352,838 | 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 | $2,768,664 | BOYAmt |
| EOY | $3,217,103 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,250 | BOYAmt |
| EOY | $2,500 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,785,914 | BOYAmt |
| EOY | $3,219,603 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,300,655 | BOYAmt |
| EOY | $3,572,441 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $320,669 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $113,020 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | 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 | $1,943,567 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,809,163 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,108,250 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,161,500 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,608,250 | CurrentTaxYearAmt |
| Total | $10,630,730 | 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 Minus4 Years | $1,943,567 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,809,163 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,108,250 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,161,500 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,608,250 | CurrentTaxYearAmt |
| Total | $10,630,730 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $34,343 | SubstantialContributorsTotAmt |
| Public Support Total170 | $10,596,387 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $75,943 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $73,442 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $116,801 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $61,894 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $148,662 | CurrentTaxYearAmt |
| Total | $476,742 | 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 | $11,107,472 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $58,931 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.95400 | PublicSupportCY170Pct |
| Public Support PY170 | 0.95240 | 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 | $1,686,758 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $167,386 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,854,144 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,663,607 | BeginningYearBalanceAmt |
| Contributions | $300,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$276,849 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,686,758 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,487,570 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $176,037 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,663,607 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,474,434 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $13,136 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,487,570 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,275,148 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $199,286 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,474,434 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $500,606 | OtherCostOrOtherBasisAmt |
| Depreciation | $500,606 | DepreciationAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $186,698 | OtherCostOrOtherBasisAmt |
| Depreciation | $177,560 | DepreciationAmt |
| Book Value | $9,138 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $64,108 | OtherCostOrOtherBasisAmt |
| Depreciation | $53,002 | DepreciationAmt |
| Book Value | $11,106 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $20,244 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Study Travel Deposits | $77,256 |
| Sublessee Deposit | $11,840 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $89,096 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part V, Line 4: Intended uses of the endowment fund. | FormAndLineReferenceDesc |
| Explanation | CFEE maintains three board designated endowment funds. The Operating fund is intended to cover unbudgeted, contingent, or short term funding gaps in continuing operating expenses. As of 12-31-23 there have been no distributions from the Operating fund. The fund balance as of 12-31-23 was $ 1,188,787.The Endowment fund is an unrestricted fund intended to generate income eligible for all CFEE activities. The balance in the Endowment account as of 12-31-23 was $ 130,539. As of 12-31-23 there have been no distreibutions from the Endowment fund.The Education fund was established to provide income to support educational projects that advance CFEE's mission. The fund balance as of 12-31-23 was $ 534,818. As of 12-31-23 there have ben no distributions from the Education fund. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount |
|---|---|---|---|---|---|---|
| Jay Hansen | ||||||
| President & CEO | $342,026 | $4,490 | $51,609 | $12,458 | $410,583 | |
| Wyatt Lundy | ||||||
| Dir of Rsrch& Ops | $128,477 | $906 | $19,079 | $20,791 | $178,753 | $9,500 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 1a: Relevant information in regards to selections on 1a. | FormAndLineReferenceDesc |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PJ Johnston | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Son, past Chrmn | RelationshipDescriptionTxt |
| Transaction | $11,750 | TransactionAmt |
| Transaction | Consulting services | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, Line 11b | A draft of the form is provided to each Director for comment prior to filing. |
| Form 990, Part VI, Section B, Line 12c | Potential conflicts are brought before the Executive Committee for analysis and resolution. |
| Form 990, Part VI, Section B, Line 15b | Officer and key employee changes in annual compensation are reviewed and approved by the Executive Compensation Committee of the Board of Directors. This committee then submits its decisions to the Board of Directors. Members of the Executive Compensation Committee generally hold senior management positions at both for profit and not for profit organizations in California, and are well informed regarding local compensation levels. |
| Form 990, Part VI, Section C, Line 19 | Publicly available Organization documents are available for inspection upon request. |