2023-11-13T20:44:58-06:00 2022-12-31 946214841 ARMANINO LLP 12657 ALCOSTA BLVD 500 SAN RAMON CA 94583 990 2022-01-01 954835230 CATALYST CALIFORNIA CATA 2139891300 1910 WEST SUNSET BLVD 500 LOS ANGELES CA 90026 GIOVANNI COZZARELLI CFO 2139891300 2023-11-13 1 GIOVANNI COZZARELLI 999009999 1 KATY BROWN P00650274 9257902600 2023-11-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X FKA ADVANCEMENT PROJECT STEPHEN ENGLISH 1910 WEST SUNSET BLVD 500 LOS ANGELES CA 90026 16539474 0 X WWW.CATALYSTCALIFORNIA.ORG X 2001 CA ADVOCATES FOR RACIAL JUSTICE BY BUILDING POWER AND TRANSFORMING PUBLIC SYSTEMS. X 15 14 112 20 0 0 12160311 14343550 1324601 1912979 255401 118260 -60140 -51860 13680173 16322929 725332 587675 0 0 11368756 9686101 0 0 1406203 3672054 4019662 15766142 14293438 -2085969 2029491 28800664 12728275 1286030 1479508 27514634 11248767 X CATALYST CALIFORNIA ADVOCATES FOR RACIAL JUSTICE BY BUILDING POWER AND TRANSFORMING PUBLIC SYSTEMS. WE PARTNER WITH COMMUNITIES OF COLOR, CONDUCT INNOVATIVE RESEARCH, DEVELOP POLICIES FOR ACTIONABLE CHANGE, AND SHIFT MONEY AND POWER BACK INTO OUR COMMUNITIES. 0 1 2393087 321775 637375 EDUCATIONAL EQUITYTHE EDUCATIONAL EQUITY TEAM WORKS TO ADDRESS THE ROOT CAUSES OF RACIAL AND EDUCATIONAL INEQUITY IN CALIFORNIA TO BUILD A B-12 PUBLIC EDUCATION SYSTEM THAT ADVANCES HEALTHY LEARNING ENVIRONMENTS, POSITIVE SCHOOL CLIMATES, AND FURTHERS CONNECTION, HEALING, WELLBEING, AND ACADEMIC ACHIEVEMENT AT SCHOOL SITES AND IN COMMUNITIES. WORKING DEEPLY WITH COMMUNITY AND LOCAL AND STATE LEADERS, THE TEAM WORKS TO ADVANCE THE VISION OF A TRANSFORMATIVE, RACIALLY JUST, AND RELATIONSHIP-CENTERED B-12 SYSTEM THAT SUPPORTS THE HEALTHY DEVELOPMENT AND SUCCESS OF EVERY CHILD IN CALIFORNIA. 1120642 245000 23000 EQUITY IN COMMUNITY INVESTMENTSWE PARTNER WITH COMMUNITIES OF COLOR TO EQUIP THEM WITH THE BUDGET AND ADVOCACY TOOLS NECESSARY TO WIN SUSTAINABLE INVESTMENTS THAT HELP ALL CALIFORNIANS THRIVE. THROUGH BUDGET AND POLICY ANALYSIS, TRAININGS, AND CAMPAIGN SUPPORT, WE DISMANTLE THE LEGACY OF PUBLIC DISINVESTMENT AND CRIMINALIZATION THAT HAS CREATED RACE-BASED DISPARITIES IN OUR COMMUNITIES' HEALTH AND WELL-BEING. 495545 197101 POLITICAL VOICEPOLITICAL VOICE WORKS TO MAKE STATE AND LOCAL GOVERNMENTS MORE PARTICIPATORY AND REPRESENTATIVE OF THE COMMUNITIES THEY SERVE. OUR GOAL IS THAT ALL COMMUNITY MEMBERS ARE ABLE TO GENUINELY PARTICIPATE IN THE MAKING OF EFFECTIVE PUBLIC POLICY, IN WAYS THAT GO BEYOND JUST VOTING, AND THAT GOVERNMENTS RESPOND EQUITABLY TO COMMUNITY CONCERNS. TO ACCOMPLISH THIS GOAL, WE ADVOCATE FOR RACIALLY AND ECONOMICALLY JUST DEMOCRACY REFORMS. 2229989 20900 922380 REIMAGINE JUSTICE & SAFETY & OTHERADVANCING JUSTICE AND SAFETY FOR LOW-INCOME COMMUNITIES OF COLOR. THE CRIMINAL LEGAL SYSTEM WAS BORNE OUT OF AMERICA'S RACIST FOUNDING AND CONTINUES TO DEVASTATE COMMUNITIES OF COLOR. DATA SHOW THAT CALIFORNIANS OF COLOR ARE DISPROPORTIONATELY POLICED, ARRESTED, INCARCERATED, AND SUBJECTED TO HARSHER SENTENCES THAN WHITES. AT THE SAME TIME, RATES OF VIOLENCE ARE DISPROPORTIONATELY HIGHER IN LOW-INCOME COMMUNITIES OF COLORDESPITE DECADES OF LANDMARK INVESTMENTS IN LAW ENFORCEMENT AND INCARCERATION. THESE DEEP-SEATED HARMS HAVE ERODED PUBLIC TRUST IN OUR SYSTEM OF SAFETY. 1530060 DISCONTINUED PROGRAM 1: OPPORTUNITY TO LEARN (QUALITY EDUCATION AND SCHOOLHOUSE TO JAILHOUSE) WE ARE LEADERS OF THE POLICE FREE SCHOOLS NATIONAL CAMPAIGN WORKING TO DISMANTLE THE SCHOOL POLICING INFRASTRUCTURE AND ELIMINATE THE SCHOOL-TO-PRISON PIPELINE; AND, WE FIGHT FOR LIBERATORY EDUCATION BY WORKING TO END THE DISMANTLING, DEFUNDING, AND PRIVATIZATION OF K-12 PUBLIC SCHOOLS. FOLLOWING TWO YEARS IN WHICH DOZENS OF SCHOOL DISTRICTS ACROSS THE COUNTRY MADE COMMITMENTS TO REMOVE POLICE FROM SCHOOLS, 2022 SAW A DRAMATIC BACKLASH, AS STUDENTS RETURNED TO SCHOOL FOR THE FIRST TIME SINCE THE COVID-19 QUARANTINE. IN AUGUST, WE CONVENED THE POLICE FREE SCHOOLS CAMPAIGN IN CHICAGO, COINCIDING WITH THE FIVE-YEAR ANNIVERSARY OF THE CAMPAIGN. THIS SPRING WE RELEASED A NEW TOOLKIT TO SUPPORT PARTNERS WHO WISH TO FILE COMPLAINTS ABOUT THE HARMS SCHOOL POLICE OFFICERS INFLICT ON STUDENTS. ADDITIONALLY, IN DECEMBER 2022, WE RELEASED A NEW RESEARCH BRIEF, #ASSAULTATSPRINGVALLEY: AN ANALYSIS OF POLICE VIOLENCE AGAINST BLACK AND LATINE STUDENTS IN PUBLIC SCHOOLS, PROVIDING DATA ANALYSIS OF THESE POLICE ASSAULTS ON STUDENTS AND PAINTING A CLEAR PICTURE OF HOW SCHOOL POLICING JEOPARDIZES THE PHYSICAL SAFETY AND HEALTH OF BLACK AND LATINE STUDENTS, GIRLS, STUDENTS WITH DISABILITIES, AND STUDENTS ATTENDING PREDOMINATELY LOW-INCOME SCHOOLS. 1529138 133123 DISCONTINUED PROGRAM 2: POWER & DEMOCRACY (RIGHT TO VOTE AND VOTER PROTECTION) ADVANCEMENT PROJECT'S POWER & DEMOCRACY PROGRAM GROUNDS ITS WORK IN OUR MISSION: TO FULFILL AMERICA'S PROMISE OF A CARING, INCLUSIVE, AND JUST DEMOCRACY. WE ARE WORKING AT THE NATIONAL, STATE, AND LOCAL LEVELS TO PROTECT AND EXPAND ACCESS TO VOTING. WE PROTECT VOTERS' RIGHT TO EXERCISE THEIR POWER AT THE POLLS BY COMBATTING VOTER SUPPRESSION AND INCREASING VOTER ENGAGEMENT ACROSS THE COUNTRY; AND, WE EXPAND THE ELECTORATE BY FIGHTING FOR THE AFFIRMATIVE RIGHT TO VOTE FOR ALL CITIZENS AND RESTORING THE RIGHT TO VOTE FOR FORMERLY INCARCERATED INDIVIDUALS AND IMPACTED COMMUNITIES. THIS YEAR, WE CONTINUED OUR LITIGATION IN FLORIDA AND GEORGIA CONFRONTING THE BARRIERS THEY ERECTED TO PREVENT PEOPLE FROM EXERCISING THEIR RIGHT TO VOTE. TO SUPPORT OUR STATE-BASED PARTNERS DURING THE 2022 MIDTERM ELECTIONS ADVANCEMENT PROJECT STAFF TRAVELED TO GEORGIA, FLORIDA, AND VIRGINIA. STAFF WORKED WITH STATE-BASED PARTNERS TO ANSWER CALLS ACROSS THE STATES ON ELECTION DAY. 1099196 DISCONTINUED PROGRAM 3: JUSTICE PROJECT WE ARE BUILDING POWER TO DECARCERATE AND DECRIMINALIZE COMMUNITIES OF COLOR, ADVANCING THE ABILITY OF BLACK AND HISTORICALLY OPPRESSED PEOPLE TO DETERMINE WHAT THEY NEED FOR SAFE, STABLE, HEALTHY, AND FREE COMMUNITIES. THE SUMMER OF 2022 WAS THE SECOND ANNIVERSARY OF THE HISTORIC UPRISING IN THE AFTERMATH OF THE TRAGIC MURDERS OF GEORGE FLOYD AND BREONNA TAYLOR. COMMUNITIES ACROSS THE COUNTRY WERE MUCH MORE RECEPTIVE TO PROGRESSIVE, REFORM-MINDED PROSECUTORS AND DEFUND THE POLICE CAMPAIGNS. TO SUPPORT THIS, THIS YEAR WE CONTINUED PREPARING OUR SECOND COHORT IN DC OF THE POLICE ABUSE LITIGATION CORP (PALC) AS PART OF THE POLICING PROJECT, A NATIONAL COLLABORATIVE TO PROVIDE INFRASTRUCTURE AND TRAINING FOR BLACK AND BROWN LAWYERS WHO WANT TO CHALLENGE POLICING, THOSE WHO COLLABORATE WITH THEM, AND THOSE WHO FUND THEM. OVER THE PAST YEAR, WE HAVE CONTINUED OUR WORK WITH EAST BATON ROUGE PARISH PRISON REFORM COALITION (EBRPPRC), FOCUSING ON THEIR ORGANIZATIONAL DEVELOPMENT AND CAMPAIGNS DEVELOPMENT. IN 2022, WE PROVIDED SUPPORT AS THEY PARTNERED WITH VOICES OF THE EXPERIENCED, FAIR FIGHT INITIATIVE, THE BAIL PROJECT, PROMISES OF JUSTICE INITIATIVE, AND ROBERT F. KENNEDY HUMAN RIGHTS TO FOUND THE FREEDOM CAMPAIGN, A GRASSROOTS CAMPAIGN TO DEPOPULATE AND SHUT DOWN THE EAST BATON ROUGE PARISH PRISON 589829 DISCONTINUED PROGRAM 4: COMMUNICATIONS ON OCTOBER 22ND, ADVANCEMENT PROJECT RELEASED FINDINGS FROM A MULTI-STATE POLL AND FOCUS GROUPS OF GEN Z VOTERS OF COLOR (BLACK, LATINE, INDIGENOUS, AND ASIAN AMERICAN AND PACIFIC ISLANDER) IN MICHIGAN, FLORIDA, GEORGIA, AND VIRGINIA. WE RELEASED OUR FINDINGS AT A PRESS CONFERENCE WE ORGANIZED THAT INCLUDED LEADING RACIAL JUSTICE GROUPS NAACP, UNIDOSUS, NATIONAL CONGRESS OF AMERICAN INDIANS, AND ASIAN & PACIFIC ISLANDER AMERICAN HEALTH FORUM. ON JUNE 6TH, WE LAUNCHED HOW COPS GET OFF, A THREE-PART ANIMATED VIDEO SERIES NARRATED BY OUR BOARD MEMBER JESSE WILLIAMS THAT BREAKS DOWN A MAJOR STRUCTURE IN OUR CULTURE AND LAWS THAT KEEP COPS IN POWER AND UNACCOUNTABLE. WE ALSO CREATED A TOOLKIT TO HELP OUR PARTNERS AND SUPPORTERS JOIN THE CAMPAIGN AND PROMOTE THE VIDEOS ON THEIR OWN SOCIAL MEDIA CHANNELS. 565395 DISCONTINUED PROGRAM 5: ALL OTHER PROGRAMS INCLUDES OTHER PROGRAMS OF GENERAL TYPE (GENERAL PROGRAMS) AND WHICH HAVE ENDED/NOT ACTIVE 7543607 20900 1055503 11552881 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 76 0 1 112 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 14 1 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X JORGE JIMENEZ 2139891300 1910 WEST SUNSET BLVD STE 500 LOS ANGELES CA 90026 JOHN KIM PRESIDENT (BEG. 9/22)/ CEO 40.00 X X 227859 0 28301 STEPHEN R ENGLISH ESQ SECRETARY/TREASURER 1.00 X X 0 0 0 MOLLY MUNGER ESQ BRD. CHAIR (BEG. 9/22)/PRES. (END 8/22) 1.00 X X 0 0 0 BILL LANN LEE ESQ BOARD CHAIR (TO 08/22) 1.00 X X 0 0 0 ALBERTO RETANA VICE CHAIR 1.00 X X 0 0 0 CONNIE L RICE CO-DIRECTOR (LEFT 08/22) 25.00 X X 135485 0 14873 FRED ALI BOARD MEMBER 1.00 X 0 0 0 JOE ALVAREZ BOARD MEMBER (LEFT 8/22) 1.00 X 0 0 0 HARRY BELAFONTE BOARD MEMBER (LEFT 8/22) 1.00 X 0 0 0 MARIA CABILDO BOARD MEMBER 1.00 X 0 0 0 CHRISSIE CASTRO BOARD MEMBER 1.00 X 0 0 0 SANDRA CELEDON BOARD MEMBER 1.00 X 0 0 0 ARLENE HOLT BAKER BOARD MEMBER 1.00 X 0 0 0 HELEN KIM BOARD MEMBER (LEFT 8/22) 1.00 X 0 0 0 DANIEL ALEJANDRO LEON-DAVIS BOARD MEMBER (LEFT 8/22) 1.00 X 0 0 0 BARRY S LITT BOARD MEMBER 1.00 X 0 0 0 MONICA LOZANO BOARD MEMBER 1.00 X 0 0 0 ANTHONY THIGPENN BOARD MEMBER 1.00 X 0 0 0 APRIL VERRETT BOARD MEMBER 1.00 X 0 0 0 TOM UNTERMAN BOARD MEMBER 1.00 X 0 0 0 JESSE WILLIAMS BOARD MEMBER (LEFT 8/22) 1.00 X 0 0 0 ASH-LEE WOODARD HENDERSON BOARD MEMBER (LEFT 8/22) 1.00 X 0 0 0 JORGE JIMENEZ CFO (CA) 40.00 X 166568 0 25518 JUDITH A BROWNE DIANIS EXECUTIVE DIRECTOR (DC) 40.00 X 216618 0 22599 GIOVANNI A COZZARELLI CFO (DC) 40.00 X 144477 0 18168 WENDELYN KILLIAN DEPUTY DIRECTOR 40.00 X 182199 0 15993 EDWARD A HAILES JR GENERAL COUNSEL, DC 40.00 X 164183 0 11376 JOHN DOBARD MANAGING DIR. OF POLICY PROG. 40.00 X 141095 0 5988 MIKE RUSSO MANAGING DIRECTOR 40.00 X 136950 0 26022 CHRISTOPHER RINGEWALD SENIOR DIRECTOR OF RESEARCH & DATA ANALYSIS 40.00 X 133287 0 10294 1648721 0 179132 14 0 1 0 SEYFARTH SHAW LLP 3807 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 LEGAL SERVICES 285817 PRECISION STRATEGIES LLC 901 NEW YORK AVE NW SUITE 530 WASHINGTON DC 20001 CONSULTING SERVICES 202568 PROVOC INC 1327 14TH ST NW SUITE 330 WASHINGTON DC 20005 CONSULTING SERVICES 201572 M & R STRATEGIC SERVICES INC 1101 CONNECTICUT AVE NW STE 700 WASHINGTON DC 20036 CONSULTING SERVICES 171688 CONNECT U NOW LLC 520 SOUTH GRAND AVENUE SUITE 350 LOS ANGELES CA 90071 IT SERVICES 135371 5 167490 200000 13976060 14343550 COMMUNITY PROJECTS 561000 1779856 1779856 ATTORNEY FEE 561000 133123 133123 1912979 9174 9174 228397 119311 109086 109086 109086 32771 167490 97234 -64463 -64463 MISC INCOME 561000 12603 12603 12603 16322929 1912979 0 66400 587675 587675 955822 645793 201375 108654 6961443 5626334 533340 801769 132793 110180 6797 15816 1032391 835253 75573 121565 603652 480339 52516 70797 169200 127353 26738 15109 64053 50479 6339 7235 2200 2200 1355660 1132984 180611 42065 95442 95442 473045 373805 44963 54277 943859 740674 95417 107768 334060 321985 9750 2325 215848 185004 15951 14893 76276 40708 27298 8270 46820 36483 5104 5233 DEVELOPMENT/TRAINING 127864 78595 37203 12066 RECRUITMENT 71830 64742 3094 3994 MISC EXPENSE 40072 17935 7928 14209 TAX AND LICENSES 3433 1118 2157 158 14293438 11552881 1334354 1406203 2565721 794964 17814392 4731425 5118745 4234247 170000 219451 335759 73782 644140 528459 262177 115681 2532409 1758377 1461 800348 28800664 12728275 844708 367302 155358 285964 1112206 1286030 1479508 X 17936937 3814958 9577697 7433809 27514634 11248767 28800664 12728275 X 2029491 -121093 -18174265 X 0 1 X 1 0 X 13812935 13172503 23401291 12160311 14343550 76890590 13812935 13172503 23401291 12160311 14343550 76890590 23918807 52971783 30176 65718 70619 8468 9174 184155 232485 234558 146733 3250 45374 662400 77737145 6944183 0.68140 0.68390 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 34927 70656 105583 14187855 14293438 864672 216168 0 0 802378 907265 938307 864672 3512622 5268933 87036 257253 114848 105583 564720 200595 226816 234577 216168 878156 1317234 55859 245510 43978 34927 380274 254105 181096 73009 180486 179037 1449 209549 168326 41223 115681 RIGHT-OF-USE LEASE ASSETS 800348 800348 DEFERRED RENT LIABILITY 834819 DUE TO RELATED PARTIES 277387 1112206 18171541 -121093 1949773 22132 1850812 16320729 2200 2200 16322929 16263143 1949773 22132 1971905 14291238 2200 2200 14293438 PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE 22,132. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE 22,132. CHAMPIONS FOR EQUITY AWARDS 200261 167490 32771 10000 30713 28213 28308 200261 167490 32771 10000 30713 28213 28308 97234 -64463 1 CA CHILD CARE RESOURCE & REFERRAL NETWORK 1 POLK STREET 2ND FLOOR SAN FRANCISCO CA 94102 942718807 501C3 30000 0 COMMUNITY ENGAGEMENT IN CA'S RATE REFORM & QUALITY INITIATIVE CALIFORNIA BUDGET & POLICY CENTER 1107 9TH STREET SUITE 310 SACRAMENTO CA 95814 680346784 501C3 75000 0 BUDGET POWER PROJECT -MILLION VOTERS PROJECT CALIFORNIA CALLS EDUCATION FUND 4801 WEST EXPOSITION BOULEVARD LOS ANGELES CA 90016 462301623 501C3 170000 0 BUDGET POWER PROJECT -MILLION VOTERS PROJECT COMMUNITY COALITION 8101 SOUTH VERMONT AVENUE LOS ANGELES CA 90044 954298811 501C3 7450 0 COMMUNITY ENGAGEMENT IN CA'S RATE REFORM & QUALITY INITIATIVE COMMUNITY PARTNERS FOR CA NATIVE VOTE 1000 N ALAMEDA STREET STE 240 LOS ANGELES CA 90012 954302067 501C3 7750 0 COMMUNITY ENGAGEMENT IN CA'S RATE REFORM & QUALITY INITIATIVE COMMUNITY PARTNERS FOR EMPOWERING PACIFIC PO BOX 741265 LOS ANGELES CA 90074 954302067 501C3 20900 0 BOLD VISION 2028 COMMUNITY COUNCIL FM3 RESEARCH 1999 HARRISON STREET SUITE 2020 OAKLAND CA 94612 954466320 164000 0 CALIFORNIA CHILD CARE RESEARCH INLAND EMPIRE COMMUNITY COLLABORATIVE 3927 LA HACIENDA DRIVE SAN BERNARDINO CA 92404 812607226 501C3 7150 0 COMMUNITY ENGAGEMENT IN CA'S RATE REFORM & QUALITY INITIATIVE INNERCITY STRUGGLE 3467 WHITTIER BOULEVARD LOS ANGELES CA 90023 272133211 501C3 15200 0 COMMUNITY ENGAGEMENT IN CA'S RATE REFORM & QUALITY INITIATIVE ORGANIZACION EN CALIFORNIA DE LIDERES CAMPESINAS INC PO BOX 20033 OXNARD CA 93034 954611282 501C3 7450 0 COMMUNITY ENGAGEMENT IN CA'S RATE REFORM & QUALITY INITIATIVE PARTNERSHIP FOR THE ADVANCEMENT OF NEW AMERICANS 5348 UNIVERSITY AVE STE 110 SAN DIEGO CA 92105 475299457 501C3 11500 0 COMMUNITY ENGAGEMENT IN CA'S RATE REFORM & QUALITY INITIATIVE TIDES CENTER 1012 TORNEY STREET SAN FRANCISCO CA 94124 943213100 501C3 62525 0 COMMUNITY ENGAGEMENT IN CA'S RATE REFORM & QUALITY INITIATIVE TRINITY CHRISTIAN CHURCH OF MERCED 3022 N PARSONS AVENUE MERCED CA 95340 753010826 501C3 7750 0 COMMUNITY ENGAGEMENT IN CA'S RATE REFORM & QUALITY INITIATIVE 12 1 PART I, LINE 2: SUB-GRANTEES ARE RESPONSIBLE FOR MAINTAINING THE ORIGINAL SUBSTANTIATING DOCUMENTS RELATED TO PROJECT EXPENDITURES AND FOR MAKING THESE RECORDS AVAILABLE FOR THE ORGANIZATION'S REVIEW UPON REQUEST. SUB-GRANTEES ARE RESPONSIBLE FOR MAINTAINING ADEQUATE FINANCIAL RECORDS OF THEIR GRANT. THE ORGANIZATION RESERVES THE RIGHT TO AUDIT SUB-GRANTEES' BOOKS AND RECORDS RELATING TO THE EXPENDITURE OF ANY FUNDS PROVIDED BY THE ORGANIZATION. X X X 0 0 0 0 0 0 0 1 0 JOHN KIM PRESIDENT (BEG. 9/22)/ CEO 226835 0 1024 0 0 0 4620 0 23681 0 256160 0 0 0 JUDITH A BROWNE DIANIS EXECUTIVE DIRECTOR (DC) 216618 0 0 0 0 0 7392 0 15207 0 239217 0 0 0 WENDELYN KILLIAN DEPUTY DIRECTOR 181125 0 1074 0 0 0 7175 0 8818 0 198192 0 0 0 JORGE JIMENEZ CFO (CA) 165553 0 1015 0 0 0 6666 0 18852 0 192086 0 0 0 EDWARD A HAILES JR GENERAL COUNSEL, DC 164183 0 0 0 0 0 6440 0 4936 0 175559 0 0 0 MIKE RUSSO MANAGING DIRECTOR 135772 0 1178 0 0 0 3253 0 22769 0 162972 0 0 0 GIOVANNI A COZZARELLI CFO (DC) 144477 0 0 0 0 0 5733 0 12435 0 162645 0 0 0 CONNIE L RICE CO-DIRECTOR (LEFT 08/22) 135485 0 0 0 0 0 5346 0 9527 0 150358 0 0 0 PART I, LINE 7 DISCRETIONARY BONUSES ARE APPROVED BY THE BOARD. CASH 2022-08-31 14122141 BOOK VALUE 874702350 ADVANCEMENT PROJECT EDUCATION FUND 1220 L STREET NW 850 WASHINGTON DC 20005 501(C)(3) INVESTMENT 2022-08-31 642137 BOOK VALUE 874702350 ADVANCEMENT PROJECT EDUCATION FUND 1220 L STREET NW 850 WASHINGTON DC 20005 501(C)(3) CONTRIBUTIONS AND GRANTS RECEIVABLE 2022-08-31 3383628 BOOK VALUE 874702350 ADVANCEMENT PROJECT EDUCATION FUND 1220 L STREET NW 850 WASHINGTON DC 20005 501(C)(3) DUE FROM RELATED PARTIES 2022-08-31 581771 BOOK VALUE 874702350 ADVANCEMENT PROJECT EDUCATION FUND 1220 L STREET NW 850 WASHINGTON DC 20005 501(C)(3) PREPAID EXPENSES AND OTHER ASSETS 2022-08-31 224864 BOOK VALUE 874702350 ADVANCEMENT PROJECT EDUCATION FUND 1220 L STREET NW 850 WASHINGTON DC 20005 501(C)(3) PROPERTY AND EQUIPMENT, NET 2022-08-31 187558 BOOK VALUE 874702350 ADVANCEMENT PROJECT EDUCATION FUND 1220 L STREET NW 850 WASHINGTON DC 20005 501(C)(3) RIGHT-OF-USE LEASE ASSETS 2022-08-31 978288 BOOK VALUE 874702350 ADVANCEMENT PROJECT EDUCATION FUND 1220 L STREET NW 850 WASHINGTON DC 20005 501(C)(3) ACCOUNTS PAYABLE AND ACCRUED EXPENSES 2022-08-31 -763517 BOOK VALUE 874702350 ADVANCEMENT PROJECT EDUCATION FUND 1220 L STREET NW 850 WASHINGTON DC 20005 501(C)(3) LEASE LIABILITY 2022-08-31 -1182605 BOOK VALUE 874702350 ADVANCEMENT PROJECT EDUCATION FUND 1220 L STREET NW 850 WASHINGTON DC 20005 501(C)(3) 1 1 0 0 PART II, LINE 2E: PERSON(S) INVOLVED: JOSE "JOE" ALVAREZSTEPHEN ENGLISHASH-LEE HENDERSONARLENE HOLT-BAKERBILL LANN LEEDANIEL LEON-DAVISJESSE WILLIAMSJUDITH A BROWNE DIANISGIOVANNI A COZZARELLI PART II, LINE 2E: EXPLANATION OF INVOLVEMENT: THE FOLLOWING BOARD MEMBERS BECOME BOARD MEMBERS OF THE TRANSFEREE ORGANIZATION:JOSE "JOE" ALVAREZSTEPHEN ENGLISHASH-LEE HENDERSONARLENE HOLT-BAKERBILL LANN LEEDANIEL LEON-DAVISJESSE WILLIAMSTHE FOLLOWING OFFICERS BECOME OFFICERS OF THE TRANSFEREE ORGANIZATION:JUDITH A BROWNE DIANISGIOVANNI A COZZARELLI FORM 990, PART III, LINE 3 ON AUGUST 24, 2022, THE BOARD OF DIRECTORS PASSED A RESOLUTION APPROVING THE DIVISION OF THE ORGANIZATION INTO TWO SEPARATE ENTITIES EFFECTIVE SEPTEMBER 1, 2022 ("EFFECTIVE DATE"). ONE ENTITY WILL BE HEADQUARTERED IN LOS ANGELES, CALIFORNIA ("CA") AND THE OTHER IN WASHINGTON D.C. ("NATIONAL"). THE CA OFFICE WILL OPERATE UNDER THE CURRENT EMPLOYER IDENTIFICATION NUMBER ("EIN") AND WILL CHANGE ITS NAME TO CATALYST CALIFORNIA. THE NATIONAL OFFICE WILL OPERATE UNDER A NEW ENTITY NAMED ADVANCEMENT PROJECT EDUCATION FUND ("APEF"), A DELAWARE CHARITABLE NONSTOCK CORPORATION. THE NATIONAL OFFICE RETAINS THE RIGHTS TO THE NAME ADVANCEMENT PROJECT AND INTENDS TO CONTINUE TO USE IT. ON THE EFFECTIVE DATE, THE ORGANIZATION TRANSFERRED ALL ASSETS AND LIABILITIES RELATED TO THE NATIONAL OFFICE TO APEF. FORM 990, PART VI, SECTION A, LINE 2 BOARD SECRETARY/TREASURER STEVE ENGLISH AND BOARD CHAIR MOLLY MUNGER ARE MARRIED. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION AMENDED AND RESTATED ITS ARTICLES OF INCORPORATION DURING THE YEAR TO CHANGE THE NAME OF THE ORGANIZATION FROM "THE ADVANCEMENT PROJECT" TO "CATALYST CALIFORNIA." FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY MEMBERS OF THE FINANCE COMMITTEE PRIOR TO FILING AND MAKING IT AVAILABLE TO THE FULL BOARD FOR REVIEW BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE DISCLOSURE OF CONFLICTS IS CALLED FOR AT EACH BOARD MEETING. DIRECTORS WHO HAVE A PERSONAL INTEREST IN A MATTER SUCH THAT IT IS A CONFLICT OF INTEREST UNDER THE ORGANIZATION'S CONFLICTS OF INTEREST POLICY, DISCLOSE SUCH INTEREST AND DO NOT VOTE ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 ANNUALLY, THE COMPENSATION COMMITTEE OF THE BOARD (CP) CONSIDERS THE PERFORMANCE OF THOSE EXECUTIVES AS WELL AS THE MARKET RATES FOR SIMILAR POSITIONS OF COMPARABLE ORGANIZATIONS. MARKET INFORMATION IS OBTAINED FROM SURVEYS. THE COMPENSATION OF THE EXECUTIVE DIRECTORS AND THE CHIEF FINANCIAL OFFICER ARE ALSO REVIEWED FOR REASONABLENESS BY THE COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART XI, LINE 9: DISCONTINUED OPERATIONS TRANSFERRED TO OTHER NONPROFIT -18,174,265. ADVANCEMENT PROJECT ACTION FUND 1220 L ST NW STE 850 WASHINGTON DC 20005 853230954 PROMOTES SOCIAL WELFARE DC 501(C)(4) ADVANCEMENT PROJECT EDUCATION FUND 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 SCHEDULE R PART II THE ORGANIZATION WAS RELATED TO ADVANCEMENT PROJECT ACTION FUND ONLY FOR PART OF THE YEAR, BEFORE THE CALIFORNIA AND WASHINGTON DC OFFICES LEGALLY SEPARATED.