THE SAN JOSE PUBLIC LIBRARY FOUNDATION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE SAN JOSE PUBLIC LIBRARY FOUNDATION (EIN 77-0142379)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-09-14
- IRS object ID
- 202312579349301131
- 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 | 2023-09-14T18:31:06-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 270630496 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHAVAN & ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15105 CONCORD CIRCLE SUITE 130 | AddressLine1Txt |
| City | MORGAN HILL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770142379 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAN JOSE PUBLIC LIBRARY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SANJ | BusinessNameControlTxt |
| Phone | 4088082174 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 611540 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 951611540 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT WHELTON | PersonNm |
| Person Title | CHAIR | PersonTitleTxt |
| Phone | 4088082174 | PhoneNum |
| Signature | 2023-08-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SCOTT | PersonFirstNm |
| Person Last | WHELTON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHELDON CHAVAN | PreparerPersonNm |
| PTIN | P01001593 | PTIN |
| Phone | 4082178749 | PhoneNum |
| Preparation | 2023-09-14 | PreparationDt |
| 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 | SCOTT WHELTON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 611540 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 951611540 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $20,788,168 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SJPLF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1987 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THE FOUNDATION PROVIDES ADVOCACY AND FINANCIAL SUPPORT TO SAN JOSES PUBLIC LIBRARIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 71 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $7,214,661 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,553,278 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,500 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $110,802 | PYInvestmentIncomeAmt |
| CY Investment Income | -$34,172 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $7,329,963 | PYTotalRevenueAmt |
| CY Total Revenue | $12,519,106 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,892,771 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,930,200 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $872,959 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,691,978 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $683,474 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $791,237 | PYOtherExpensesAmt |
| CY Other Expenses | $1,012,924 | CYOtherExpensesAmt |
| PY Total Expenses | $3,556,967 | PYTotalExpensesAmt |
| CY Total Expenses | $5,635,102 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,772,996 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,884,004 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $11,266,259 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,562,111 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,988,513 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $823,704 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,277,746 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $15,738,407 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE FOUNDATION PROVIDES ADVOCACY, FINANCIAL SUPPORT, AND LEADERSHIP TO OUR PUBLIC LIBRARIES AND EDUCATIONAL PROGRAMS THROUGHOUT SAN JOSE TO CREATE AN EDUCATED, EQUITABLE, AND ENGAGED COMMUNITY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,789,929 | ExpenseAmt |
| Grant | $1,612,502 | GrantAmt |
| Desc | EDUCATE: THE FOUNDATION SUPPORTS A VARIETY OF EDUCATION AND ENRICHMENT PROGRAMS THAT SERVE RESIDENTS OF ALL AGES, FROM INFANTS TO SENIOR ADULTS, MAKING EVERY LIBRARY A CENTER FOR LIFELONG LEARNING AND INCLUDES THE CODING5K, WEE PROGRAMS, SAN JOSE LEARNS, PARTNERS IN READING, CAREER ONLINE HIGH SCHOOL, AND WORKING SCHOLARS PROGRAMS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $107,185 | ExpenseAmt |
| Grant | $23,704 | GrantAmt |
| Desc | ENGAGE: THE FOUNDATION ENHANCES THE LIBRARY'S ROLE AS THE HEART OF THE COMMUNITY, STRENGTHENING ITS FUNCTION AS A DEPENDABLE AND VIBRANT NEIGHBORHOOD GATHERING PLACE, A TRUSTED HUB FOR SHARING IDEAS, RESOURCES, AND INFORMATION AND INCLUDES THE BRANCH SUPPORT, ART AND CULTURE, TEENHQ, SUMMER LEARNING, AND SJ ENGAGE PROGRAMS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,598,642 | ExpenseAmt |
| Grant | $293,994 | GrantAmt |
| Desc | EMPOWER: THE FOUNDATION'S PROGRAMS ENVISION TRUE EQUITY BY FORTIFYING COMMUNITY MEMBERS WITH THE KNOWLEDGE AND SKILLS TO ACTIVELY PARTICIPATE IN DEMOCRACY, BOLSTERING THEIR ABILITY TO MOVE ALONG LIFE'S PATH OR TO CHART A NEW COURSE ENTIRELY AND INCLUDES THE SJ ACCESS, SJ ASPIRES, SJPL WORKS, RESILIENCE CORPS, FAMILY, FRIEND, AND NEIGHBOR (FFN) CAREGIVER SUPPORT NETWORK PROGRAMS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $4,495,756 | 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 | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | 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 | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | 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 | Yes (true) | 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 | 18 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 71 | 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| 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 | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | 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 | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THE ORGANIZATION | PersonNm |
| Phone | 4088082174 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 E SAN FERNANDO ST | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95112 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 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 |
|---|---|---|---|---|---|---|---|
| SCOTT WHELTON | |||||||
| CHAIR | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LUPITA GARCIA-REILLEY | |||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| REBECCA LEE | |||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ROY EITAN | |||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARCO ALVAREZ | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHANIE BIRONDO | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ERICA FENSOM | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ORIT KEINAN-NAHON | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HITESH SHAH | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KIRSTEN SARGINGER | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DANNY MCLANE JR | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MERI MABEN | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES OHIAERI | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHELLE PEACOCK | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| REBECCA TURNER | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICIA WOLFE | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAWN COPPIN | |||||||
| EXECUTIVE DI | 40.00 | Yes (X) | $171,188 | $0 | $11,178 | ||
| KENDRA O'DONOGHUE | |||||||
| HIGHLY COMP | 40.00 | $146,561 | $0 | $30,785 | Yes (X) | ||
| ELIZABETH CHITTY | |||||||
| HIGHLY COMP | 29.00 | $104,122 | $0 | $664 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $421,871 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $42,627 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Government Grants | $11,316,087 | GovernmentGrantsAmt |
| All Other Contributions | $1,237,191 | AllOtherContributionsAmt |
| Noncash Contributions | $110,314 | NoncashContributionsAmt |
| Total Contributions | $12,553,278 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $163,961 | TotalRevenueColumnAmt |
| Exclusion | $163,961 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,070,929 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,269,062 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$198,133 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$198,133 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$181,429 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | -$16,704 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,519,106 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$181,429 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $147,257 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,911,250 | TotalAmt |
| Program Services | $1,911,250 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,950 | TotalAmt |
| Program Services | $18,950 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $182,366 | TotalAmt |
| Program Services | $30,040 | ProgramServicesAmt |
| Management And General | $140,284 | ManagementAndGeneralAmt |
| Fundraising | $12,042 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,141,386 | TotalAmt |
| Program Services | $1,833,188 | ProgramServicesAmt |
| Management And General | $103,673 | ManagementAndGeneralAmt |
| Fundraising | $204,525 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,581 | TotalAmt |
| Program Services | $68,774 | ProgramServicesAmt |
| Management And General | $37,752 | ManagementAndGeneralAmt |
| Fundraising | $20,055 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $241,645 | TotalAmt |
| Program Services | $198,990 | ProgramServicesAmt |
| Management And General | $27,857 | ManagementAndGeneralAmt |
| Fundraising | $14,798 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,322 | TotalAmt |
| Program Services | $12,774 | ProgramServicesAmt |
| Management And General | $12,774 | ManagementAndGeneralAmt |
| Fundraising | $12,774 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $213,598 | TotalAmt |
| Program Services | $3,190 | ProgramServicesAmt |
| Fundraising | $210,408 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,861 | TotalAmt |
| Program Services | $34,581 | ProgramServicesAmt |
| Management And General | $40,371 | ManagementAndGeneralAmt |
| Fundraising | $34,909 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,487 | TotalAmt |
| Program Services | $2,701 | ProgramServicesAmt |
| Management And General | $6,786 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,769 | TotalAmt |
| Management And General | $1,947 | ManagementAndGeneralAmt |
| Fundraising | $12,822 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,000 | TotalAmt |
| Program Services | $1,927 | ProgramServicesAmt |
| Fundraising | $8,073 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OUTSIDE SERVICES | $454,329 | $240,203 | $71,758 | $142,368 |
| LICENSE AND FEES | $109,219 | $93,431 | $12,624 | $3,164 |
| COMPUTER SOFTWARE | $40,422 | $40,412 | $10 | |
| DONOR APPRECIATION | $7,536 | $7,536 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,381 | TotalAmt |
| Program Services | $5,345 | ProgramServicesAmt |
| Management And General | $36 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,635,102 | TotalAmt |
| Program Services | $4,495,756 | ProgramServicesAmt |
| Management And General | $455,872 | ManagementAndGeneralAmt |
| Fundraising | $683,474 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,757,348 | BOYAmt |
| EOY | $1,936,714 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $158,370 | BOYAmt |
| EOY | $532,458 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,569 | BOYAmt |
| EOY | $33,576 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,312,972 | BOYAmt |
| EOY | $14,059,363 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,266,259 | BOYAmt |
| EOY | $16,562,111 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $287,707 | BOYAmt |
| EOY | $193,193 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $767,750 | BOYAmt |
| EOY | $630,511 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $933,056 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,988,513 | BOYAmt |
| EOY | $823,704 | 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 | $1,445,543 | BOYAmt |
| EOY | $940,012 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,832,203 | BOYAmt |
| EOY | $14,798,395 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,277,746 | BOYAmt |
| EOY | $15,738,407 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,266,259 | BOYAmt |
| EOY | $16,562,111 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $6,884,004 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$423,343 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
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 | $4,051,396 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,740,845 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,329,027 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,214,661 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,553,278 | CurrentTaxYearAmt |
| Total | $31,889,207 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,051,396 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,740,845 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,329,027 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,214,661 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,553,278 | CurrentTaxYearAmt |
| Total | $31,889,207 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $574,370 | SubstantialContributorsTotAmt |
| Public Support Total170 | $31,314,837 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,607 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $37,535 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $55,632 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $81,568 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $163,961 | CurrentTaxYearAmt |
| Total | $347,303 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $32,236,510 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $4,500 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.97140 | PublicSupportCY170Pct |
| Public Support PY170 | 0.93590 | 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 | $1,003,832 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$155,188 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$6,207 | GrantsOrScholarshipsAmt |
| End Year Balance | $842,437 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $601,969 | BeginningYearBalanceAmt |
| Contributions | $361,031 | ContributionsAmt |
| Investment Earnings Or Losses | $46,549 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$5,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $7,390 | AdministrativeExpensesAmt |
| End Year Balance | $1,003,832 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $101,000 | BeginningYearBalanceAmt |
| Contributions | $446,011 | ContributionsAmt |
| Investment Earnings Or Losses | $57,957 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $2,999 | AdministrativeExpensesAmt |
| End Year Balance | $601,969 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $101,000 | ContributionsAmt |
| End Year Balance | $101,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.80000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.20000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Total Rev Etc Audited Fincl Stmt | $12,093,202 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$423,343 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $35,760 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | -$387,583 | RevenueNotReportedAmt |
| Revenue Subtotal | $12,480,785 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $38,321 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $38,321 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $12,519,106 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,632,541 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $35,760 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $35,760 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,596,781 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $38,321 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $38,321 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,635,102 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 2, PART V, LINE 4 | FormAndLineReferenceDesc |
| Explanation | THE PURPOSE OF THE PAT DANDO LEGACY ENDOWMENT FUND (THE FUND) IS TO SUPPORT CHILDRENS PROGRAMS, RESOURCES, AND MATERIALS AT THE ALMADEN BRANCH OF THE SAN JOSE PUBLIC LIBRARY. CHILDREN ARE DEFINED AS BEING AGE BIRTH TO 14 YEARS OLD. ALL DIRECT CHILDRENS PROGRAM COSTS, INCLUDING MATERIALS, SUPPLIES, EQUIPMENT, PROGRAM PERSONNEL, CAPITAL PROJECTS, RENOVATIONS, COMMUNICATIONS, MAY BE PAID BY THE FUND. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|---|---|---|---|
| SAN JOSE PUBLIC LIBRARY | |||||||||
| 150 E SAN FERNANDO STREET | SAN JOSE | CA | 95112 | GOV | $144,791 | EDUCATE | |||
| SAN JOSE PUBLIC LIBRARY | |||||||||
| 150 E SAN FERNANDO STREET | SAN JOSE | CA | 95112 | GOV | $15,807 | ENGAGE | |||
| SAN JOSE PUBLIC LIBRARY | |||||||||
| 150 E SAN FERNANDO STREET | SAN JOSE | CA | 95112 | GOV | $193,338 | EMPOWER | |||
| SAN JOSE PUBLIC LIBRARY | |||||||||
| 150 E SAN FERNANDO STREET | SAN JOSE | CA | 95112 | GOV | EDUCATE | $20,461 | ACQ | EQUIPMENT | |
| SAN JOSE PUBLIC LIBRARY | |||||||||
| 150 E SAN FERNANDO STREET | SAN JOSE | CA | 95112 | GOV | EMPOWER | $88,256 | ACQ | EQUIPMENT | |
| CAMPBELL UNION SCHOOL DISTRICT | |||||||||
| 155 N THIRD ST | CAMPBELL | CA | 95008 | GOV | $85,890 | EDUCATE | |||
| LUTHER BURBANK SCHOOL DISTRICT | |||||||||
| 4 WABASH AVE | SAN JOSE | CA | 95128 | GOV | $200,000 | EDUCATE | |||
| ROCKETSHIP ELEMENTARY SCHOOL | |||||||||
| 2249 DOBERN AVE | SAN JOSE | CA | 95116 | GOV | $121,123 | EDUCATE | |||
| ALUM ROCK SCHOOL DISTRICT | |||||||||
| 2930 GAY AVE | SAN JOSE | CA | 95127 | GOV | $263,440 | EDUCATE | |||
| SANTA CLARA COUNTY OFFICE OF EDUCAT | |||||||||
| 1290 RIDDER PARK DR | SAN JOSE | CA | 95131 | GOV | $144,063 | EDUCATE | |||
| ALPHA PUBLIC SCHOOLS | |||||||||
| 2110 STORY RD | SAN JOSE | CA | 95122 | GOV | $60,000 | EDUCATE | |||
| ELEVATE TUTORING | |||||||||
| 2641 THRASHER LN | SAN JOSE | CA | 95125 | $188,000 | EDUCATE | ||||
| FRANKLIN-MCKINLEY SCHOOL DISTRICT | |||||||||
| 645 WOOL CREEK DR | SAN JOSE | CA | 95112 | GOV | $384,484 | EDUCATE | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 9 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| TUITION AND SCHOLARSHIPS | 1 | $250 |
| TUITION AND SCHOLARSHIPS | 1 | $6,300 |
| TUITION AND SCHOLARSHIPS | 32 | $12,400 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION UTILIZES WRITTEN GRANT AWARDS AND AGREEMENTS THAT STIPULATE THE GRANT REQUIREMENTS, CRITERIA FOR DISBURSEMENTS AND ALLOWABLE USE OF GRANT FUNDS. ALL GRANTS ARE APPROVED BY THE BOARD AND FOLLOW THE ORGANIZATION'S DISBURSEMENT POLICIES AND PROCEDURES. THE CITY LIBRARIAN MEETS WITH THE FOUNDATION EXECUTIVE DIRECTOR REGULARLY TO REPORT ON THE PROGRESS OF FUNDS. AT LEAST QUARTERLY A LIBRARY REPRESENTATIVE REPORTS ON USE OF FUNDS AT OUR REGULAR BOARD MEETINGS. FOR LARGER GRANTS AND THOSE THAT REQUIRE ADDITIONAL REPORTING, THE LIBRARY STAFF PROVIDES WRITTEN REPORTS AT LEAST YEARLY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|
| DAWN COPPIN | |||
| EXECUTIVE DIRECTOR | $171,188 | $11,178 | $182,366 |
| KENDRA O'DONOGHUE | |||
| HIGHLY COMP | $146,561 | $30,785 | $177,346 |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | COMPUTER EQUIP | Desc |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $110,314 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | ACQUISITION VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 11B | THE TAX RETURN IS PREPARED BY A CERTIFIED PUBLIC ACCOUNTANT THEN REVIEWED BY THE EXECUTIVE DIRECTOR, AUDIT COMMITTEE, AND THE BOARD OF DIRECTORS FOR APPROVAL. |
| FORM 990, PAGE 6, PART VI, LINE 12C | ALL OFFICERS/DIRECTORS ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS PRIOR TO BECOMING A BOARD MEMBER AND ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS AS THEY ARISE WHILE SERVING ON THE BOARD. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE EDS COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS. THE COMPENSATION PACKAGE WAS DEVELOPED BY REVIEWING MARKET SURVEYS WHICH PROVIDED COMPENSATION RANGES BASED ON COMPARABLE NON-PROFIT ORGANIZATIONS, LOCATION, ORGANIZATION SIZE AND THE EDS RESPONSIBILITY LEVEL. THE BOARD ALSO TOOK INTO CONSIDERATION THE FOLLOWING: RELATIONSHIP OF THE ED'S COMPENSATION TO THE COMPENSATION OF OTHER EMPLOYEES, THE COMPLEXITY OF THE ORGANIZATION AND ITS SIZE, THE JOB DUTIES OF THE ED, THE INDIVIDUALS SALARY HISTORY, AND THE VALUE OF THE SERVICE CAPACITY OF THE ED TO THE ORGANIZATION. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC THROUGH ITS WEBSITE OR DIRECTLY UPON REQUEST. |