SCOPA HAS A DREAM INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SCOPA HAS A DREAM INC (EIN 27-3044487)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202303199349316605
- 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 | 2023-11-15T13:58:43-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 915 HIGHLAND POINTE DR SUITE 300 | AddressLine1Txt |
| City | ROSEVILLE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95678 | 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 | 273044487 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCOPA HAS A DREAM INC | BusinessNameLine1Txt |
| Business Name Line2 | DBA CORAZON HEALDSBURG | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCOP | BusinessNameControlTxt |
| Phone | 7073950938 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1004 | AddressLine1Txt |
| City | HEALDSBURG | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95448 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATIE OLSEN | PersonNm |
| Person Title | CHAIR OF FINANCE COMMITTEE | PersonTitleTxt |
| Phone | 7073950938 | PhoneNum |
| Signature | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KATIE | PersonFirstNm |
| Person Last | OLSEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNA BERTUCCELLI | PreparerPersonNm |
| PTIN | P01534744 | PTIN |
| Phone | 9167847800 | PhoneNum |
| Preparation | 2023-11-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GLAYDON DE FREITAS FILHO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1004 | AddressLine1Txt |
| City | HEALDSBURG | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95448 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,696,504 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2011 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | CORAZON HEALDSBURG'S MISSION IS TO BRIDGE THE RACIAL AND ECONOMIC DIVIDE IN HEALDSBURG. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 40 | TotalEmployeeCnt |
| Total Volunteers | 286 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,359,341 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,653,200 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $21,425 | PYInvestmentIncomeAmt |
| CY Investment Income | $11,873 | CYInvestmentIncomeAmt |
| PY Other Revenue | $70 | PYOtherRevenueAmt |
| CY Other Revenue | -$43,630 | CYOtherRevenueAmt |
| PY Total Revenue | $3,380,836 | PYTotalRevenueAmt |
| CY Total Revenue | $2,621,443 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,290,731 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $216,985 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,535,324 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,212,671 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $363,895 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,213,363 | PYOtherExpensesAmt |
| CY Other Expenses | $1,470,243 | CYOtherExpensesAmt |
| PY Total Expenses | $4,039,418 | PYTotalExpensesAmt |
| CY Total Expenses | $3,899,899 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$658,582 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,278,456 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,557,513 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,170,561 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $310,275 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $171,779 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,247,238 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $998,782 | NetAssetsOrFundBalancesEOYAmt |
| Mission | CORAZON HEALDSBURG'S MISSION IS TO BRIDGE THE RACIAL AND ECONOMIC DIVIDE IN HEALDSBURG. CORAZON OFFERS PROGRAMS TO IMPROVE HEALTH AND WELLBEING FOR ALL WHO LIVE AND WORK IN HEALDSBURG THROUGH INNOVATIVE PARTNERSHIPS AND COMMUNITY DRIVEN PROGRAMMING. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,893,166 | ExpenseAmt |
| Grant | $216,985 | GrantAmt |
| Desc | COMMUNITY PROGRAMS INCLUDING COMMUNITY GRANTS RELATED TO FIRE RECOVERY SERVICES AND COVID-19 PANDEMIC SUPPORT SERVICES. | Desc |
| Total Program Service Expenses | $2,893,166 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 55 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 40 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARI ROSEN | PersonNm |
| Phone | 7073950938 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1004 | AddressLine1Txt |
| City | HEALDSBURG | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95448 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 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 |
|---|---|---|---|---|---|---|---|
| ASHLEY MAURITSON | |||||||
| CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CARLOS CARRERA | |||||||
| VICE CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BRIDGET DOHERTY | |||||||
| SECRETARY | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KEVIN DEAS | |||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GEORGINA CALDERON | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARCI ELLISON | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JORGE FLORES TO 1222 | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS GORE | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ARIEL KELLEY | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAIME LICEA | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DOUG PROVISOR TO 1222 | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAWNELISE ROSEN TO 1222 | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ARI ROSEN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JIMMY SANCHEZ TO 1122 | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GLAYDON DE FREITAS FIHLO | |||||||
| CEO | 40.00 | Yes (X) | $122,927 | $0 | $7,083 | ||
| MELINDA ELLIS | |||||||
| CFO | 40.00 | Yes (X) | $114,722 | $0 | $8,388 | ||
| MARCY NICOLE FLORES SUAZO | |||||||
| INTEREM ED | 40.00 | Yes (X) | $80,371 | $0 | $11,866 | ||
| BERNICE ESPINOZA | |||||||
| DEFENSE LAWYER | 40.00 | $125,222 | $0 | $10,727 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $443,242 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $38,064 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $267,727 | FundraisingAmt |
| Government Grants | $457,697 | GovernmentGrantsAmt |
| All Other Contributions | $1,927,776 | AllOtherContributionsAmt |
| Noncash Contributions | $88,190 | NoncashContributionsAmt |
| Total Contributions | $2,653,200 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,873 | TotalRevenueColumnAmt |
| Exclusion | $11,873 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $31,411 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $267,727 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $75,061 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$43,650 | TotalRevenueColumnAmt |
| Exclusion | -$43,650 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $20 | TotalRevenueColumnAmt |
| Exclusion | $20 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $20 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,621,443 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$31,757 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,072 | TotalAmt |
| Program Services | $1,072 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $215,913 | TotalAmt |
| Program Services | $215,913 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $345,356 | TotalAmt |
| Program Services | $272,600 | ProgramServicesAmt |
| Management And General | $44,863 | ManagementAndGeneralAmt |
| Fundraising | $27,893 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,594,920 | TotalAmt |
| Program Services | $1,258,920 | ProgramServicesAmt |
| Management And General | $207,187 | ManagementAndGeneralAmt |
| Fundraising | $128,813 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,513 | TotalAmt |
| Program Services | $31,189 | ProgramServicesAmt |
| Management And General | $5,133 | ManagementAndGeneralAmt |
| Fundraising | $3,191 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,789 | TotalAmt |
| Program Services | $61,401 | ProgramServicesAmt |
| Management And General | $10,105 | ManagementAndGeneralAmt |
| Fundraising | $6,283 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,093 | TotalAmt |
| Program Services | $122,420 | ProgramServicesAmt |
| Management And General | $20,147 | ManagementAndGeneralAmt |
| Fundraising | $12,526 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,395 | TotalAmt |
| Program Services | $2,117 | ProgramServicesAmt |
| Management And General | $1,063 | ManagementAndGeneralAmt |
| Fundraising | $215 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,695 | TotalAmt |
| Program Services | $10,412 | ProgramServicesAmt |
| Management And General | $5,226 | ManagementAndGeneralAmt |
| Fundraising | $1,057 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $702,272 | TotalAmt |
| Program Services | $446,874 | ProgramServicesAmt |
| Management And General | $209,995 | ManagementAndGeneralAmt |
| Fundraising | $45,403 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,973 | TotalAmt |
| Program Services | $103,734 | ProgramServicesAmt |
| Management And General | $46,985 | ManagementAndGeneralAmt |
| Fundraising | $13,254 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,936 | TotalAmt |
| Program Services | $53,948 | ProgramServicesAmt |
| Management And General | $68,974 | ManagementAndGeneralAmt |
| Fundraising | $14 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,946 | TotalAmt |
| Program Services | $40,263 | ProgramServicesAmt |
| Management And General | $4,346 | ManagementAndGeneralAmt |
| Fundraising | $3,337 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,080 | TotalAmt |
| Program Services | $11,824 | ProgramServicesAmt |
| Management And General | $1,276 | ManagementAndGeneralAmt |
| Fundraising | $980 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM COSTS | $323,462 | $199,411 | $9,258 | $114,793 |
| OTHER EXPENSES | $75,484 | $61,068 | $8,280 | $6,136 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,899,899 | TotalAmt |
| Program Services | $2,893,166 | ProgramServicesAmt |
| Management And General | $642,838 | ManagementAndGeneralAmt |
| Fundraising | $363,895 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $495,614 | BOYAmt |
| EOY | $587,782 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,878,902 | BOYAmt |
| EOY | $356,775 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,135 | BOYAmt |
| EOY | $106,008 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,964 | BOYAmt |
| EOY | $11,136 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $92,161 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $38,732 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,798 | BOYAmt |
| EOY | $53,429 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,100 | BOYAmt |
| EOY | $55,431 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,557,513 | BOYAmt |
| EOY | $1,170,561 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $165,702 | BOYAmt |
| EOY | $119,481 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $144,573 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $52,298 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $310,275 | BOYAmt |
| EOY | $171,779 | 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 | $1,291,916 | BOYAmt |
| EOY | $962,374 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $955,322 | BOYAmt |
| EOY | $36,408 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,247,238 | BOYAmt |
| EOY | $998,782 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,557,513 | BOYAmt |
| EOY | $1,170,561 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,278,456 | ReconcilationRevenueExpnssAmt |
| Prior Period Adjustments | $30,000 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $928,742 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,246,229 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,882,500 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,359,341 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,653,200 | CurrentTaxYearAmt |
| Total | $13,070,012 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,965 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $213,493 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,670 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $70 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20 | CurrentTaxYearAmt |
| Total | $247,218 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $934,707 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,459,722 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,910,170 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,359,411 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,653,220 | CurrentTaxYearAmt |
| Total | $13,317,230 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $289,576 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,078,141 | CurrentTaxYearAmt |
| Total | $1,367,717 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $289,576 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,078,141 | CurrentTaxYearAmt |
| Total | $1,367,717 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $11,949,513 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $483 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,351 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,029 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,425 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,873 | CurrentTaxYearAmt |
| Total | $69,161 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $483 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,351 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,029 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,425 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,873 | CurrentTaxYearAmt |
| Total | $69,161 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $935,190 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,474,073 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,931,199 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,380,836 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,665,093 | CurrentTaxYearAmt |
| Total | $13,386,391 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.89270 | PublicSupportCY509Pct |
| Public Support PY509 | 0.96950 | PublicSupportPY509Pct |
| Investment Income CY | 0.00520 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00500 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $92,161 | OtherCostOrOtherBasisAmt |
| Depreciation | $38,732 | DepreciationAmt |
| Book Value | $53,429 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $53,429 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITY | Desc |
| Amt | $52,298 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $52,298 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,730,288 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $33,784 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $75,061 | OtherRevenueAmt |
| Revenue Not Reported | $108,845 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,621,443 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,621,443 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,008,744 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $33,784 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $75,061 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $108,845 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,899,899 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,899,899 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE PREPARATION OF FINANCIAL STATEMENTS IN CONFORMITY WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRES THE AGENCY TO REPORT INFORMATION REGARDING ITS EXPOSURE TO VARIOUS TAX POSITIONS TAKEN BY THE AGENCY. THE AGENCY HAS DETERMINED WHETHER ANY TAX POSITIONS HAVE MET THE RECOGNITION THRESHOLD AND HAVE MEASURED THE EXPOSURE TO THOSE TAX POSITIONS. MANAGEMENT BELIEVES THAT THE AGENCY HAS ADEQUATELY ADDRESSED ALL RELEVANT TAX POSITIONS AND THAT THERE ARE NO UNRECORDED TAX LIABILITIES. FEDERAL AND STATE TAX AUTHORITIES GENERALLY HAVE THE RIGHT TO EXAMINE AND AUDIT THE PREVIOUS THREE YEARS OF TAX RETURNS FILED. ANY INTEREST OR PENALTIES ASSESSED TO THE AGENCY ARE RECORDED IN OPERATING EXPENSES. NO INTEREST OR PENALTIES FROM FEDERAL OR STATE TAX AUTHORITIES WERE RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | EVENT EXPENSES REPORTED NET OF REVENUE 75,061. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | EVENT EXPENSES REPORTED NET OF REVENUE 75,061. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | EVENT OF THE HEART | Event1Nm |
| Gross Receipts Event1 | $299,138 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $267,727 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $31,411 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $75,061 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $299,138 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $267,727 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $31,411 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $75,061 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $75,061 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$43,650 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | GRANTS AND OTHER DIRECT ASSISTANCE | GrantTypeTxt |
| Recipient | 163 | RecipientCnt |
| Cash Grant | $215,913 | CashGrantAmt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | AUCTION ITEMS | Desc |
| Contribution | 43 | ContributionCnt |
| Noncash Contributions Rpt F990 | $88,190 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | BOARD MEMBERS ARI ROSEN AND DAWNELISE REGNERY ROSEN ARE SPOUSES. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE CHIEF FINANCIAL AND OPERATING OFFICER PERFORM THE INITIAL REVIEW. THE CHIEF EXECUTIVE OFFICER PERFORMS THE SECONDARY REVIEW. THE 4-MEMBER FINANCE COMMITTEE REVIEWS, APPROVES OR AMMENDS, AS NECESSARY. THE RETURNS ARE THEN PRESENTED TO ALL MEMBERS OF THE BOARD FOR REVIEW. THE FINANCE COMMITTEE RECOMMENDS APPROVAL BASED ON THEIR REVIEW. THE BOARD VOTES TO APPROVE OR AMMEND PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 15A | CEO COMPENSATION WAS DETERMINED THROUGH AN EXECUTIVE SEARCH PROFESSIONAL WHO BENCHMARKED NONPROFIT COMPENSATION LEVELS IN THE SAN FRANCISCO BAY AREA AND THEN RECOMMENDED THE COMPENSATION LEVEL TO THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FORM 990 IS PUBLISHED ON GUIDESTAR AND ALSO PROVIDED UPON REQUEST. FINANCIAL STATEMENTS AND CONFLICT OF INTEREST ARE PROVIDED UPON REQUEST |
| FORM 990, PART IX, LINE 11G | OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 404,434. MANAGEMENT AND GENERAL EXPENSES 203,010. FUNDRAISING EXPENSES 41,061. TOTAL EXPENSES 648,505. PAYROLL SERVICE FEES: PROGRAM SERVICE EXPENSES 42,440. MANAGEMENT AND GENERAL EXPENSES 6,985. FUNDRAISING EXPENSES 4,342. TOTAL EXPENSES 53,767. |
| FORM 990, PART XII, LINE 2C: | THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |