OCCIDENTAL ARTS AND ECOLOGY CENTER: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- OCCIDENTAL ARTS AND ECOLOGY CENTER (EIN 68-0359676)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202103169349311705
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-12T16:14:43-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 680456752 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dillwood Burkel & Millar LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 Concourse Blvd Ste A | AddressLine1Txt |
| City | Santa Rosa | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680359676 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Occidental Arts and Ecology Center | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OCCI | BusinessNameControlTxt |
| Phone | 7078741557 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15290 Coleman Valley Road | AddressLine1Txt |
| City | Occidental | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95465 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Dave Henson | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 7078741557 | PhoneNum |
| Signature | 2021-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Dave | PersonFirstNm |
| Person Last | Henson | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Christina Hollingsworth | PreparerPersonNm |
| PTIN | P02090706 | PTIN |
| Phone | 7075778806 | PhoneNum |
| Preparation | 2021-11-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Dave Henson | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15290 Coleman Valley Road | AddressLine1Txt |
| City | Occidental | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95465 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,495,323 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.oaec.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1995 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | See Schedule O | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 56 | TotalEmployeeCnt |
| Total Volunteers | 30 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,915,630 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,907,416 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $748,168 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $358,782 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,452 | PYInvestmentIncomeAmt |
| CY Investment Income | -$1,342 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $228,255 | CYOtherRevenueAmt |
| PY Total Revenue | $2,666,250 | PYTotalRevenueAmt |
| CY Total Revenue | $2,493,111 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $470,739 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $127,677 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,380,743 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,022,640 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $113,496 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $875,300 | PYOtherExpensesAmt |
| CY Other Expenses | $681,875 | CYOtherExpensesAmt |
| PY Total Expenses | $2,726,782 | PYTotalExpensesAmt |
| CY Total Expenses | $1,832,192 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$60,532 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $660,919 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,450,236 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,067,941 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $422,529 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $379,467 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,027,707 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,688,474 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | See Schedule O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,506,386 | ExpenseAmt |
| Grant | $127,677 | GrantAmt |
| Revenue | $358,782 | RevenueAmt |
| Desc | See Schedule O | Desc |
| Total Program Service Expenses | $1,506,386 | 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 | 0 | 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 | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | 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 | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | 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 | 11 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 56 | 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 | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | 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 | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sunny Hill | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7078741557 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15290 Coleman Valley Rd | AddressLine1Txt |
| City | Occidental | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95465 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| Lori Maddox | ||||||
| Treasurer | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Melissa Nelson | ||||||
| President | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Gopal Dayaneni | ||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Susan McGovern | ||||||
| Secretary | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Janelle Orsi | ||||||
| Director | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Dave Henson | ||||||
| Executive Director | 52.00 | Yes (X) | $80,984 | $0 | $5,805 | |
| Jenyng Wu | ||||||
| Finance Director | 50.00 | Yes (X) | $79,617 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $160,601 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $5,805 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | 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 |
| Government Grants | $184,700 | GovernmentGrantsAmt |
| All Other Contributions | $1,722,716 | AllOtherContributionsAmt |
| Noncash Contributions | $57,121 | NoncashContributionsAmt |
| Total Contributions | $1,907,416 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Fee for service | 900099 | $230,134 | $230,134 |
| Program sales | 900099 | $128,648 | $128,648 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $358,782 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $870 | TotalRevenueColumnAmt |
| Exclusion | $870 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $2,212 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$2,212 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,212 | TotalRevenueColumnAmt |
| Exclusion | -$2,212 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Insurance proceeds | Desc |
| Business | 110000 | BusinessCd |
| Total Revenue Column | $228,255 | TotalRevenueColumnAmt |
| Exclusion | $228,255 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $228,255 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,493,111 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $358,782 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $226,913 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,389 | TotalAmt |
| Program Services | $64,389 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,288 | TotalAmt |
| Program Services | $63,288 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $166,406 | TotalAmt |
| Program Services | $92,599 | ProgramServicesAmt |
| Management And General | $56,449 | ManagementAndGeneralAmt |
| Fundraising | $17,358 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $794,357 | TotalAmt |
| Program Services | $693,257 | ProgramServicesAmt |
| Management And General | $50,995 | ManagementAndGeneralAmt |
| Fundraising | $50,105 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,840 | TotalAmt |
| Program Services | $17,909 | ProgramServicesAmt |
| Management And General | $2,402 | ManagementAndGeneralAmt |
| Fundraising | $1,529 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,037 | TotalAmt |
| Program Services | $32,830 | ProgramServicesAmt |
| Management And General | $4,404 | ManagementAndGeneralAmt |
| Fundraising | $2,803 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,316 | TotalAmt |
| Management And General | $12,316 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,257 | TotalAmt |
| Program Services | $88,586 | ProgramServicesAmt |
| Management And General | $410 | ManagementAndGeneralAmt |
| Fundraising | $261 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,923 | TotalAmt |
| Program Services | $13,923 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,339 | TotalAmt |
| Program Services | $102,778 | ProgramServicesAmt |
| Management And General | $13,787 | ManagementAndGeneralAmt |
| Fundraising | $8,774 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,580 | TotalAmt |
| Program Services | $15,235 | ProgramServicesAmt |
| Management And General | $2,044 | ManagementAndGeneralAmt |
| Fundraising | $1,301 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,712 | TotalAmt |
| Program Services | $25,184 | ProgramServicesAmt |
| Management And General | $3,378 | ManagementAndGeneralAmt |
| Fundraising | $2,150 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,762 | TotalAmt |
| Program Services | $70,325 | ProgramServicesAmt |
| Management And General | $9,434 | ManagementAndGeneralAmt |
| Fundraising | $6,003 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $472 | TotalAmt |
| Program Services | $472 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,850 | TotalAmt |
| Program Services | $2,850 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $224,718 | TotalAmt |
| Program Services | $159,550 | ProgramServicesAmt |
| Management And General | $44,944 | ManagementAndGeneralAmt |
| Fundraising | $20,224 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,691 | TotalAmt |
| Program Services | $35,007 | ProgramServicesAmt |
| Management And General | $4,696 | ManagementAndGeneralAmt |
| Fundraising | $2,988 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Dues, licenses, service | Desc |
| Total | $35,255 | TotalAmt |
| Program Services | $28,204 | ProgramServicesAmt |
| Management And General | $7,051 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,832,192 | TotalAmt |
| Program Services | $1,506,386 | ProgramServicesAmt |
| Management And General | $212,310 | ManagementAndGeneralAmt |
| Fundraising | $113,496 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $171,451 | BOYAmt |
| EOY | $262,839 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $219,330 | BOYAmt |
| EOY | $947,604 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $315,435 | BOYAmt |
| EOY | $157,875 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $300,000 | BOYAmt |
| EOY | $300,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,629,854 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,354,215 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,397,254 | BOYAmt |
| EOY | $4,275,639 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,766 | BOYAmt |
| EOY | $123,984 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,450,236 | BOYAmt |
| EOY | $6,067,941 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,771 | BOYAmt |
| EOY | $62,067 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,758 | BOYAmt |
| EOY | $17,400 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $300,000 | BOYAmt |
| EOY | $300,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $422,529 | BOYAmt |
| EOY | $379,467 | 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 | $4,313,396 | BOYAmt |
| EOY | $4,798,848 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $714,311 | BOYAmt |
| EOY | $889,626 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,027,707 | BOYAmt |
| EOY | $5,688,474 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,450,236 | BOYAmt |
| EOY | $6,067,941 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $660,919 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$109 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$43 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $941,394 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,972,852 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,303,803 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,915,630 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,907,416 | CurrentTaxYearAmt |
| Total | $9,041,095 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $941,394 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,972,852 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,303,803 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,915,630 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,907,416 | CurrentTaxYearAmt |
| Total | $9,041,095 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,901,805 | SubstantialContributorsTotAmt |
| Public Support Total170 | $6,139,290 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,984 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $740 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,424 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,002 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $870 | CurrentTaxYearAmt |
| Total | $10,020 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $2,384 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $75,298 | CurrentTaxYearMinus2YearsAmt |
| Total | $77,682 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $9,128,797 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,784,014 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.67250 | PublicSupportCY170Pct |
| Public Support PY170 | 0.58970 | 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
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,605,998 | OtherCostOrOtherBasisAmt |
| Depreciation | $882,604 | DepreciationAmt |
| Book Value | $3,723,394 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $889,743 | OtherCostOrOtherBasisAmt |
| Depreciation | $364,185 | DepreciationAmt |
| Book Value | $525,558 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $134,113 | OtherCostOrOtherBasisAmt |
| Depreciation | $107,426 | DepreciationAmt |
| Book Value | $26,687 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,275,639 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,493,002 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$109 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$109 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,493,111 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,493,111 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,832,192 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,832,192 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,832,192 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X, Line 2: | FormAndLineReferenceDesc |
| Explanation | Occidental Arts & Ecology Center (OAEC) determines whether its tax positions are "more-likely-than-not" to be sustained upon examination by the applicable taxing authority based on the technical merits of the positions. As of December 31, 2020, OAEC has reviewed its tax positions and has concluded no reserve for uncertain tax positions is required. OAEC's exempt organization information returns are subject to review through three years after the date of filing for federal and four years after the date of filing for state. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | Grants to recipient located in the region | TypeOfActivitiesConductedTxt |
| Specific Services Provided | Agroecology | SpecificServicesProvidedTxt |
| Region Total Expenditures | $63,288 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $63,288 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $63,288 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | RegionTxt |
| Purpose Of Grant | Agroecology | PurposeOfGrantTxt |
| Cash Grant | $63,288 | CashGrantAmt |
| Manner Of Cash Disbursement | Wire | MannerOfCashDisbursementTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 2: | Each grantee signs a Memorandum of Understanding with OAEC that states 1) the purpose of the grant, 2) the requirement to document all expenses related to the grant, 3) the requirement to return any unspent funds, and 4) at the conclusion of the grant period, to provide a summary report of the grantee's activities and expenditures towards achieving the purposes of the grant. |
| Part III Accounting Method: |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Earth Island Institute | |||||||
| 2150 Allston Way Ste 460 | Berkeley | CA | 94704 | 942889684 | 501(c)(3) | $59,289 | Transfer of fiscal sponsorship |
| Gold Ridge RCD | |||||||
| 2776 Sullivan Rd | Sebastopol | CA | 95472 | 942466509 | $100 | Support work | |
| Movement for Black Lives | |||||||
| 1624 Franklin St 1022 | Oakland | CA | 94612 | 943214166 | 501(c)(3) | $5,000 | Support work |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Each grantee signs a Memorandum of Understanding with OAEC that states 1) the purpose of the grant, 2) the requirement to document all expenses related to the grant, 3) the requirement to return any unspent funds, and 4) at the conclusion of the grant period, to provide a summary report of the grantee's activities and expenditures towards achieving the purposes of the grant. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Kendall Dunnigan | |||
| Family member of Executive Director | $57,213 | Employed as Program Director | 0 |
| Susan McGovern | |||
| Board member, Secretary | $125,017 | Shared Costs - Member of an LLC that shares utility costs and receives an annual lease payment from the organization. | 0 |
| Dave Henson | |||
| Executive Director | $125,017 | Shared Costs - Member of an LLC that shares utility costs and receives an annual lease payment from the organization. | 0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part IV, Line 2 & 3 - Explanation of business transactions | FormAndLineReferenceDesc |
| Explanation | Board member Susan McGovern and Executive Director Dave Henson are members of the Sowing Circle LLC (the LLC). The organization leases land from the LLC and for the year ended December 31, 2020 paid the LLC $10,830 in lease payments. The organization also has shared costs with the LLC, in which the LLC made a total payment of $114,187 to the organization (OAEC). | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $57,121 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | 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 (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part I, Line 1, Description of Organization Mission: | OAEC cultivates ecological literacy and builds the capacity of civic and social movement leaders and organizations to guide their own communities to an ecologically regenerative, economically viable, and socially just future. Inspired by Nature, where diversity is a key indicator of the health of an ecosystem, we assist place-based communities in reorienting human economy and governance towards the restoration and stewardship of biological and cultural diversity. To realize our mission, we invest in projects and partnerships that address the root causes of the ecological, economic, and social crises of our time. |
| Form 990, Part III, Line 1, Description of Organization Mission: | OAEC cultivates ecological literacy and builds the capacity of civic and social movement leaders and organizations to guide their own communities to an ecologically regenerative, economically viable, and socially just future. Inspired by Nature, where diversity is a key indicator of the health of an ecosystem, we assist place-based communities in reorienting human economy and governance towards the restoration and stewardship of biological and cultural diversity. To realize our mission, we invest in projects and partnerships that address the root causes of the ecological, economic, and social crises of our time. |
| Form 990, Part III, Line 4a, Description of Program Service: | OAEC's 2020 program accomplishments are mostly expressed through our many inter-related programs, projects and partnerships. A representative sample of this program work includes: 1. The Resilient Community Design / Permaculture Program, 2. The WATER Institute and Beaver Restoration Project, 3. The Mother Garden Biodiversity Program, 4. The Wildlands Program, 5. The Movement Building Retreat Program, 6. The EcoSanitation Compost Toilet Research Project, 7. The Performance Arts Program, 8. OAEC's partnership with dozens of racial, social, economic, environmental justice organizations and alliances on education, training, advocacy and alliance building campaigns, and 9. OAEC's Fiscally Sponsored Projects Program Each of our programs, projects and partnerships use the same methods and strategies to achieve our public benefit mission, including: 1. We Model Resiliency - OAEC is a resiliency demonstration site, modeling dozens of practical personal and community-scale solutions to common challenges in the sustainable management of soil, water, food production, the restoration and preservation of biological and cultural diversity, and more effective ways to self-govern and manage economy. OAEC's programs benefit from our more than twenty five years of experience in developing and caring for our own 80-acre site, as well as supporting hundreds of other land-based projects and organizations. 2. We Train Changemakers - The transition to a just and environmentally sustainable economy will only be achieved if more individuals become ecologically literate "changemakers." OAEC continues to develop workshops and advocacy campaigns that help train, support and inspire individuals and social movement leaders to apply an ecological lens to their existing social change work. 3. We Help Build the Capacity of Communities to Transform Toward Resilience - OAEC strives to achieve a "social change multiplier effect" by training and building the capacity of whole communities to become more effective agents of rapid change. We work to foster ecological literacy and to empower diverse communities - schools, local governments, public agencies, foundations, environmental and social justice organizations, farms and ranches, and policy coalitions - to design their own place-based strategies to create the just transition towards a more regenerative culture and economy. 4. We Work to Change the Rules of Governance and Economy - We work to legalize and require sustainable economy, and to make illegal and dis-incentivize activities that subvert it. Sometimes on our own, but most often through broader advocacy alliances, we seek to change policy in the arenas of governance in which we are most likely to succeed - a city or county council, school board, water agency, or state legislature or agency - on issues that are ripe for change and move us toward a just and sustainable future. |
| Form 990, Part VI, Section A, line 2 | Program Director Kendall Dunnigan and Executive Director Dave Henson have a family relationship. In addition, the Executive Director and Board Member Susan McGovern have a business relationship with OAEC. |
| Form 990, Part VI, Section B, line 11b | OAEC's Director of Finance and OAEC's Executive Director compile then provide to an independent CPA all financials, documents, and narratives for the 990. The CPA drafts the return, and works with OAEC leadership to answer all questions. The draft 990 is then reviewed by the members of the Board of Directors. After any questions are resolved by staff and the CPA to the Board's satisfaction, a final 990 is submitted and made available to all board and staff members. |
| Form 990, Part VI, Section B, line 12c | All staff and directors are required to notify OAEC's Director of Finance and OAEC's Executive Director if they might engage in any activity that might involve a conflict of interest. |
| Form 990, Part VI, Section B, line 15 | Annual compensation for all staff is determined by the Executive Council which annually reviews published data about compensation with comparable non-profits in OAEC's issue and geographical areas. Notes are kept on the process, deliberations and decisions. |
| Form 990, Part VI, Section C, line 19 | Upon written or verbal request, and linked on our website. |
| Form 990, Part VI, Line 1a - Explanation of Delegated Authority to Committe | The Board of Directors supports the OAEC staff in creating a Staff Executive Council (SEC) to serve as the advising hub for organizational policy, financial, legal and human resources issues, fundraising, staffing, compensation and program development. The SEC is comprised of the Executive Director and the Finance and Operations Director and three other staff elected by the entire staff. |