THE CENTER TO PROMOTE HEALTHCARE ACCESS INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE CENTER TO PROMOTE HEALTHCARE ACCESS INC (EIN 59-3831966)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-13
- IRS object ID
- 202121339349305562
- Schema version
- 2019v5.2
- 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 | 2021-05-13T17:32:55-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 814234542 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BPM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4200 BOHANNON DRIVE SUITE 250 | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 940251021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593831966 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CENTER TO PROMOTE HEALTHCARE | BusinessNameLine1Txt |
| Business Name Line2 | ACCESS INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CENT | BusinessNameControlTxt |
| Phone | 5108341300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1951 WEBSTER STREET 2ND FLOOR | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94612 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT PHILLIPS | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 5108341300 | PhoneNum |
| Signature | 2021-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CAROLYN R AMSTER | PreparerPersonNm |
| PTIN | P00189994 | PTIN |
| Phone | 6508556800 | PhoneNum |
| Preparation | 2021-05-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLUMA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROBERT PHILLIPS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1951 WEBSTER STREET 2ND FLOOR | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $35,496,887 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW SOCIALINTEREST ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2006 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO ELIMINATE THE BARRIERS THAT STAND BETWEEN PEOPLE AND SERVICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 151 | TotalEmployeeCnt |
| Total Volunteers | 6 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $29,309,824 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $32,698,331 | CYProgramServiceRevenueAmt |
| PY Investment Income | $935,050 | PYInvestmentIncomeAmt |
| CY Investment Income | $401,974 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $30,244,874 | PYTotalRevenueAmt |
| CY Total Revenue | $33,100,305 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $18,448,095 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $20,435,971 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,147,256 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $21,635,827 | PYOtherExpensesAmt |
| CY Other Expenses | $19,643,979 | CYOtherExpensesAmt |
| PY Total Expenses | $40,083,922 | PYTotalExpensesAmt |
| CY Total Expenses | $40,079,950 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$9,839,048 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$6,979,645 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $31,817,630 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,533,906 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,142,417 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,623,322 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $26,675,213 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $19,910,584 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WE ARE TENACIOUS PROBLEM-SOLVERS ON A BOLD MISSION: TO ELIMINATE THE BARRIERS THAT STAND BETWEEN PEOPLE AND SERVICES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $28,877,592 | ExpenseAmt |
| Revenue | $31,170,295 | RevenueAmt |
| Desc | INTEGRATED ELIGIBILITY SOLUTION AND SERVICESWHILE GOVERNMENT AGENCIES AND NONPROFITS HAVE LONG RECOGNIZED THE NEED TO LINK TOGETHER SILOED HEALTH AND HUMAN SERVICES PROGRAMS TO STREAMLINE INFORMATION, ROUTING, COMPLIANCE AND REGISTRATION PROCESSES, IT TOOK THE AFFORDABLE CARE ACT (ACA) TO TURN THIS VISION INTO REALITY. IN 2012, THE ACA REQUIRED STATES TO CONNECT THEIR HEALTH INSURANCE EXCHANGES TO EXISTING ELIGIBILITY SYSTEMS IN ORDER TO PROCESS MEDICAID ELIGIBILITY BASED ON A CUSTOMER'S MODIFIED ADJUSTED GROSS INCOME (MAGI). MANY STATES, BORROWING FROM THE ALLUMA'S WORK PIONEERED NEW ELIGIBILITY SYSTEMS IN TANDEM WITH THEIR NEW INSURANCE EXCHANGES. IN 2011, IN PREPARATION FOR THIS, ALLUMA BEGAN SUPPORTING THE STATE OF ARIZONA'S EFFORTS TO BUILD A SYSTEM TO PROVIDE A COMBINED APPLICATION THAT PEOPLE CAN USE THEMSELVES OR WITH THE HELP OF A WORKER AT ONE OF THE 200-PLUS COMMUNITY PARTNER ORGANIZATIONS. SINCE 2013, ALLUMA HAS IMPLEMENTED THIS SOLUTION IN INDIANA (LAUNCHED AS IND-E-APP IN 2013), MARYLAND (LAUNCHED AS HEALTHY MARYLAND IN 2014) AND 38 CALIFORNIA COUNTIES . SINCE 2010, 25 MILLION APPLICATIONS FOR PUBLIC AND PRIVATE BENEFITS HAVE BEEN PROCESSED, WITH 7 MILLION OF THOSE IN THE STATE OF CALIFORNIA. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,579,080 | ExpenseAmt |
| Revenue | $1,528,036 | RevenueAmt |
| Desc | ONE-E-APPFROM 1998 TO 2009, ALLUMA ENCOURAGED IMPROVEMENTS IN ENROLLMENT IN PUBLIC PROGRAMS THROUGH TECHNOLOGICAL INNOVATION AND POLICY CHANGE. IN 2001, ALLUMA GRANTED A FREE HEALTH-E-APP LICENSE TO THE STATE OF CALIFORNIA. SUBSEQUENTLY, 4 STATES AND 40 COUNTIES EXPANDED ON THIS CONCEPT BY ADOPTING OUR ONE-E-APP SOLUTION WHICH PROVIDES A SINGLE ENTRY POINT LOCAL AND STATE HEALTH AND HUMAN SERVICES PROGRAMS. IN 2004, ALLUMA WAS OFFICIALLY ESTABLISHED AS 501C(3) TO PROMOTE THE DEVELOPMENT AND USE OF ONE-E-APP WITH THE GOAL OF INCREASING THE NUMBER AND PERCENTAGE OF ELIGIBLE PEOPLE IN THE UNITED STATES WHO ENROLL AND RE-ENROLL IN HEALTH AND SOCIAL SERVICES PROGRAMS BY OFFERING A SIMPLER, EASIER, COMPREHENSIVE, EFFICIENT PROCESS ACCESSIBLE TO THE PUBLIC. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $31,456,672 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | 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 | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | 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 | 0 | 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 | 47 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 151 | 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 | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHI HUYNH CONTROLLER | PersonNm |
| Phone | 5108341300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1951 WEBSTER STREET 2ND FLOOR | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94612 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ROBERT PHILLIPS | ||||||||
| PRESIDENT & CEO | 50.00 | Yes (X) | Yes (X) | $458,980 | $0 | $28,753 | ||
| MELANIE NATHANSON | ||||||||
| BOARD CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| STACY DEAN | ||||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MAYRA ALVAREZ | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| RIMA COHEN | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHANIE E QUINN | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES YOCUM | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BRENT COPEN | ||||||||
| CFO (UNTIL 12/3/19) | 40.00 | Yes (X) | $405,559 | $0 | $33,407 | |||
| PAUL ELLIOT | ||||||||
| COO, CLIENT SERVICES (UNTIL 12/31/19) | 50.00 | $410,935 | $0 | $28,385 | Yes (X) | |||
| CHI HUYNH | ||||||||
| INTERIM CFO/CONTROLLER | 60.00 | $225,102 | $0 | $32,892 | Yes (X) | |||
| BOBBIE WILBUR | ||||||||
| GENERAL MANAGER | 60.00 | $472,937 | $0 | $31,832 | Yes (X) | |||
| MARCELLA GONZALEZ | ||||||||
| SR DIRECTOR, SOLUTIONS ADVANCEMENT | 60.00 | $278,116 | $0 | $27,940 | Yes (X) | |||
| KATIE TAMONY | ||||||||
| CHIEF OF COMMUNICATION AND CULTURE (UNTIL 07/27/20 | 50.00 | $322,099 | $0 | $26,378 | Yes (X) | |||
| CLAUDIA PAGE | ||||||||
| CHIEF OF STRATEGY & IMPACT OFF. (UNTIL 05/31/19) | 40.00 | $303,064 | $0 | $38,581 | Yes (X) | |||
| TAHIRA CUNNINGHAM | ||||||||
| CHIEF OF STAFF | 60.00 | $253,046 | $0 | $20,254 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,129,838 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $268,422 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 53 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RSYSTEM | |||||
| 5000 WINDPLAY DRIVE SUITE 5 | EL DORADO HILLS | CA | 95762 | CONTRACT CONSULTING | $2,586,600 |
| ENTRANCE CONSULTING SERVICES | |||||
| PO BOX 924614 | HOUSTON | TX | 77292 | CONTRACT CONSULTING | $1,380,568 |
| INSIGHT DIRECT USA INC | |||||
| PO BOX 731069 | DALLAS | TX | 75372 | CONTRACT CONSULTING | $1,256,710 |
| AVERRO | |||||
| 3009 DOUGLAS BLVD STE 300 | ROSEVILLE | CA | 95661 | CONTRACT CONSULTING | $996,942 |
| SYNERGYQUAD INC | |||||
| 2893 SUNRISE BLVD STE 202 | RANCHO CORDOVA | CA | 95742 | CONTRACT CONSULTING | $972,902 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 31 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEES/OTHER PROGRAM REV | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $32,698,331 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $32,698,331 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $32,698,331 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $300,808 | TotalRevenueColumnAmt |
| Exclusion | $300,808 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,497,748 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,396,582 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $101,166 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $101,166 | TotalRevenueColumnAmt |
| Exclusion | $101,166 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,100,305 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $32,698,331 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $401,974 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,363,437 | TotalAmt |
| Program Services | $1,035,503 | ProgramServicesAmt |
| Management And General | $271,211 | ManagementAndGeneralAmt |
| Fundraising | $56,723 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,005,869 | TotalAmt |
| Program Services | $11,411,353 | ProgramServicesAmt |
| Management And General | $2,974,425 | ManagementAndGeneralAmt |
| Fundraising | $620,091 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $669,320 | TotalAmt |
| Program Services | $501,210 | ProgramServicesAmt |
| Management And General | $138,231 | ManagementAndGeneralAmt |
| Fundraising | $29,879 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,138,812 | TotalAmt |
| Program Services | $1,622,177 | ProgramServicesAmt |
| Management And General | $427,024 | ManagementAndGeneralAmt |
| Fundraising | $89,611 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,258,533 | TotalAmt |
| Program Services | $921,866 | ProgramServicesAmt |
| Management And General | $274,614 | ManagementAndGeneralAmt |
| Fundraising | $62,053 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $529,827 | TotalAmt |
| Management And General | $529,827 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $166,225 | TotalAmt |
| Program Services | $61,925 | ProgramServicesAmt |
| Management And General | $104,300 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,414 | TotalAmt |
| Management And General | $145,414 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,498,806 | TotalAmt |
| Program Services | $10,342,512 | ProgramServicesAmt |
| Management And General | $156,294 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,306 | TotalAmt |
| Management And General | $41,839 | ManagementAndGeneralAmt |
| Fundraising | $18,467 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $818,966 | TotalAmt |
| Program Services | $639,428 | ProgramServicesAmt |
| Management And General | $155,056 | ManagementAndGeneralAmt |
| Fundraising | $24,482 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $960,158 | TotalAmt |
| Management And General | $960,158 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $357,805 | TotalAmt |
| Program Services | $196,960 | ProgramServicesAmt |
| Management And General | $140,061 | ManagementAndGeneralAmt |
| Fundraising | $20,784 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,217 | TotalAmt |
| Management And General | $59,217 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $709,152 | TotalAmt |
| Program Services | $616,962 | ProgramServicesAmt |
| Management And General | $70,915 | ManagementAndGeneralAmt |
| Fundraising | $21,275 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $188,634 | TotalAmt |
| Management And General | $188,634 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| REPAIRS AND MAINTENANCE | $2,703,241 | $2,302,259 | $358,810 | $42,172 |
| TECHNICAL SERVICES | $1,900,993 | $1,556,608 | $225,412 | $118,973 |
| DATA CENTER CHARGES | $246,067 | $246,067 | ||
| BAD DEBT EXPENSE | $150,000 | $150,000 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,168 | TotalAmt |
| Program Services | $1,842 | ProgramServicesAmt |
| Management And General | $104,580 | ManagementAndGeneralAmt |
| Fundraising | $42,746 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,079,950 | TotalAmt |
| Program Services | $31,456,672 | ProgramServicesAmt |
| Management And General | $7,476,022 | ManagementAndGeneralAmt |
| Fundraising | $1,147,256 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,437,389 | BOYAmt |
| EOY | $537,402 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,634,315 | BOYAmt |
| EOY | $247,748 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,673,255 | BOYAmt |
| EOY | $11,670,190 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $297,554 | BOYAmt |
| EOY | $979,716 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $8,132,507 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,491,756 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,896,284 | BOYAmt |
| EOY | $3,640,751 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,397,304 | BOYAmt |
| EOY | $13,371,537 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,236,567 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,962 | BOYAmt |
| EOY | $86,562 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,817,630 | BOYAmt |
| EOY | $30,533,906 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,117,028 | BOYAmt |
| EOY | $5,811,907 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,389 | BOYAmt |
| EOY | $25,399 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $3,062,068 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,723,948 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,142,417 | BOYAmt |
| EOY | $10,623,322 | 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 | $26,675,213 | BOYAmt |
| EOY | $19,910,584 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,675,213 | BOYAmt |
| EOY | $19,910,584 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,817,630 | BOYAmt |
| EOY | $30,533,906 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$6,979,645 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $215,016 | NetUnrlzdGainsLossesInvstAmt |
| 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 | $29,542,260 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $26,466,069 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,459,863 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,309,824 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,698,331 | CurrentTaxYearAmt |
| Total | $148,476,347 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $29,542,260 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $26,466,069 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,459,863 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,309,824 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,698,331 | CurrentTaxYearAmt |
| Total | $148,476,347 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $115,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,481 | CurrentTaxYearMinus2YearsAmt |
| Total | $124,481 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $115,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,481 | CurrentTaxYearMinus2YearsAmt |
| Total | $124,481 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $148,351,866 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $59,283 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $194,089 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $272,568 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $935,050 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $300,808 | CurrentTaxYearAmt |
| Total | $1,761,798 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $59,283 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $194,089 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $272,568 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $935,050 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $300,808 | CurrentTaxYearAmt |
| Total | $1,761,798 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $29,601,543 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $26,660,158 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,732,431 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,244,874 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,999,139 | CurrentTaxYearAmt |
| Total | $150,238,145 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98740 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98950 | PublicSupportPY509Pct |
| Investment Income CY | 0.01170 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00960 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III, LINES 1 & 2 | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION'S CONTRACT SERVICES BENEFIT THE PUBLIC AS DESCRIBED IN REGS. SECT. 1.509(A)-3(G), AND THEREFORE AMOUNTS REPORTED AS PROGRAM SERVICE REVENUE ON FORM 990, PART VIII ARE REPORTED HERE AS GRANTS ON LINE 1. | ExplanationTxt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $546,869 | OtherCostOrOtherBasisAmt |
| Depreciation | $212,906 | DepreciationAmt |
| Book Value | $333,963 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,984,841 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,095,078 | DepreciationAmt |
| Book Value | $2,889,763 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $600,797 | OtherCostOrOtherBasisAmt |
| Depreciation | $183,772 | DepreciationAmt |
| Book Value | $417,025 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,640,751 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CAPITAL LEASE OBLIGATION | $1,150,862 |
| LINE OF CREDIT | $573,086 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,723,948 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $33,315,321 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $215,016 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $215,016 | RevenueNotReportedAmt |
| Revenue Subtotal | $33,100,305 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $33,100,305 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $40,079,950 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $40,079,950 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $40,079,950 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND THE CALIFORNIA REVENUE AND TAXATION ACT. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS REFLECTED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF JUNE 30, 2020, THE ORGANIZATION DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT PHILLIPS | ||||||||||||||
| PRESIDENT & CEO | $382,480 | $0 | $76,500 | $0 | $0 | $0 | $8,766 | $0 | $19,987 | $0 | $487,733 | $0 | $0 | $0 |
| BRENT COPEN | ||||||||||||||
| CFO (UNTIL 12/3/19) | $245,309 | $0 | $20,000 | $0 | $140,250 | $0 | $12,461 | $0 | $20,946 | $0 | $438,966 | $0 | $0 | $0 |
| PAUL ELLIOT | ||||||||||||||
| COO, CLIENT SERVICES (UNTIL 12/31/19 | $350,755 | $0 | $60,180 | $0 | $0 | $0 | $14,000 | $0 | $14,385 | $0 | $439,320 | $0 | $0 | $0 |
| CHI HUYNH | ||||||||||||||
| INTERIM CFO/CONTROLLER | $224,596 | $0 | $0 | $0 | $506 | $0 | $11,473 | $0 | $21,419 | $0 | $257,994 | $0 | $0 | $0 |
| BOBBIE WILBUR | ||||||||||||||
| GENERAL MANAGER | $472,829 | $0 | $0 | $0 | $108 | $0 | $14,000 | $0 | $17,832 | $0 | $504,769 | $0 | $0 | $0 |
| MARCELLA GONZALEZ | ||||||||||||||
| SR DIRECTOR, SOLUTIONS ADVANCEMENT | $278,008 | $0 | $0 | $0 | $108 | $0 | $13,871 | $0 | $14,069 | $0 | $306,056 | $0 | $0 | $0 |
| KATIE TAMONY | ||||||||||||||
| CHIEF OF COMMUNICATION AND CULTURE ( | $270,079 | $0 | $52,020 | $0 | $0 | $0 | $9,707 | $0 | $16,671 | $0 | $348,477 | $0 | $0 | $0 |
| CLAUDIA PAGE | ||||||||||||||
| CHIEF OF STRATEGY & IMPACT OFF. (UNT | $158,064 | $0 | $0 | $0 | $145,000 | $0 | $8,012 | $0 | $30,569 | $0 | $341,645 | $0 | $0 | $0 |
| TAHIRA CUNNINGHAM | ||||||||||||||
| CHIEF OF STAFF | $204,626 | $0 | $48,000 | $0 | $420 | $0 | $6,396 | $0 | $13,858 | $0 | $273,300 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4A | SEVERANCE WAS PAID TO BRENT COPEN IN THE AMOUNT OF $140,250 UPON HIS TERMINATION ON 12/03/2019. SEVERANCE WAS PAID TO CLAUDIA PAGE IN THE AMOUNT OF $145,000 UPON HER TERMINATION ON 05/31/2019. |
| PART I, LINE 7 | BONUSES UP TO 20% OF BASE SALARY ARE AWARDED ANNUALLY BASED ON EMPLOYEES' PERFORMANCES. THESE AMOUNTS WERE APPROVED BY THE BOARD OF DIRECTORS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD OF DIRECTORS OF THE ORGANIZATION HAS EMPOWERED THE BOARD'S GOVERNANCE COMMITTEE TO REVIEW AND APPROVE THE FORM 990. BEFORE IT IS SUBMITTED TO THE IRS, MANAGEMENT THOROUGHLY REVIEWS FORM 990 PRIOR TO SUBMISSION TO THE BOARD'S GOVERNANCE COMMITTEE. THE GOVERNANCE COMMITTEE REVIEWS THE FORM 990 AND SUBMITS ANY QUESTIONS, COMMENTS OR CORRECTIONS TO MANAGEMENT. ONCE CORRECTIONS ARE MADE TO THE SATISFACTION OF THE GOVERNANCE COMMITTEE, THE GOVERNANCE COMMITTEE APPROVES THE FINAL FORM 990 FOR SUBMISSION TO THE IRS. IN ADDITION, THE FINAL FORM 990 IS DISTRIBUTED TO ALL BOARD MEMBERS BEFORE IT IS SUBMITTED TO THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY PROVIDES A MECHANISM FOR DISCLOSING AND EVALUATING POTENTIAL AND ACTUAL CONFLICTS; AND PROCEDURES FOR THE BOARD OF DIRECTORS IN CONSIDERING ANY TRANSACTION OR ARRANGEMENT WHERE A CONFLICT MAY EXIST. SPECIFICALLY, THE CONFLICT OF INTEREST POLICY ASSURES THAT COVERED PERSONS (I.E., THE ORGANIZATION'S DIRECTORS, OFFICERS, MEMBERS OF ANY COMMITTEE OF THE BOARD OF DIRECTORS, AND THOSE EMPLOYEES WHO MAY BE DESIGNATED BY ACTION OF THE BOARD) WITH CONFLICTS WILL NOT HAVE INFLUENCE OVER THEIR OWN COMPENSATION OR THE CORPORATION'S BUSINESS DEALINGS WITH THEM. IT SETS OUT PROCEDURES FOR ACTING ON CONFLICT OF INTEREST TRANSACTIONS AND REQUIRES THAT COVERED PERSONS DISCLOSE ACTUAL OR POTENTIAL CONFLICTS AS THEY ARISE. THE CONFLICT OF INTEREST POLICY FURTHER REQUIRES THAT COVERED PERSONS COMPLETE AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE TO ENSURE THAT MATERIAL FACTS OF EVERY ACTUAL OR POTENTIAL CONFLICT OF INTEREST ARE PROMPTLY AND FULLY DISCLOSED TO THE ORGANIZATION'S BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE IS MADE UP OF BOARD MEMBERS AND HAS BEEN EMPOWERED BY THE BOARD OF DIRECTORS TO MAKE COMPENSATION RECOMMENDATIONS. THESE RECOMMENDATIONS AND BOARD OF DIRECTORS APPROVALS ARE MADE UNDER THE REBUTTABLE PRESUMPTION MODEL AS LAID OUT BY THE IRS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES THE FINANCIAL STATEMENTS AND FORM 990 AVAILABLE FOR PUBLIC INSPECTION ON THE GUIDESTAR WEBSITE. THE ORGANIZATION ALSO MAKES ITS OTHER GOVERNING DOCUMENTS SUCH AS THE CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND FORM 990 AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 2,295,713. MANAGEMENT AND GENERAL EXPENSES 9,523. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,305,236. RECRUITING SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 113,391. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 113,391. IT SERVICES: PROGRAM SERVICE EXPENSES 8,046,799. MANAGEMENT AND GENERAL EXPENSES 33,380. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,080,179. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |