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SIERRA CLUB FOUNDATION: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
SIERRA CLUB FOUNDATION (EIN 94-6069890)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-10
IRS object ID
202123149349307492
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-10T19:00:13-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN941254756PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HOOD & STRONG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1275 BATTERY STREET STE 900AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94111ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN946069890EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SIERRA CLUB FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSIERBusinessNameControlTxt
Phone4159951780PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12101 WEBSTER STREET NO 1250AddressLine1Txt
CityOAKLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94612ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKEVIN MCGAHANPersonNm
Person TitleCFOPersonTitleTxt
Phone4159951780PhoneNum
Signature2021-11-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKEVINPersonFirstNm
Person LastMCGAHANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMAGA E KISRIEVPreparerPersonNm
PTINP01008919PTIN
Phone4157810793PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDAN CHUPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12101 WEBSTER STREET NO 1250AddressLine1Txt
CityOAKLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94612ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$120,065,199GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.SIERRACLUBFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1960FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionEDUCATE AND EMPOWER PEOPLE TO PROTECT AND IMPROVE THE NATURAL AND HUMAN ENVIRONMENT.ActivityOrMissionDesc
Voting Members Governing Body16VotingMembersGoverningBodyCnt
Voting Members Independent16VotingMembersIndependentCnt
Total Employee18TotalEmployeeCnt
Total Volunteers27TotalVolunteersCnt
Total Gross UBI-$152TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$115,812,118PYContributionsGrantsAmt
CY Contributions Grants$92,385,175CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$3,207,339PYInvestmentIncomeAmt
CY Investment Income$1,782,844CYInvestmentIncomeAmt
PY Other Revenue$1,469,358PYOtherRevenueAmt
CY Other Revenue$1,433,184CYOtherRevenueAmt
PY Total Revenue$120,488,815PYTotalRevenueAmt
CY Total Revenue$95,601,203CYTotalRevenueAmt
PY Grants And Similar Paid$79,693,272PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$80,223,680CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,388,354PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,585,664CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$11,800,788CYTotalFundraisingExpenseAmt
PY Other Expenses$12,825,779PYOtherExpensesAmt
CY Other Expenses$12,489,260CYOtherExpensesAmt
PY Total Expenses$93,907,405PYTotalExpensesAmt
CY Total Expenses$94,298,604CYTotalExpensesAmt
PY Revenues Less Expenses$26,581,410PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,302,599CYRevenuesLessExpensesAmt
Total Assets BOY$222,847,989TotalAssetsBOYAmt
Total Assets EOY$244,757,583TotalAssetsEOYAmt
Total Liabilities BOY$31,371,703TotalLiabilitiesBOYAmt
Total Liabilities EOY$30,191,067TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$191,476,286NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$214,566,516NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE O.THE SIERRA CLUB FOUNDATION PROMOTES EFFORTS TO EDUCATE AND EMPOWER PEOPLE TO PROTECT AND IMPROVE THE NATURAL AND HUMAN ENVIRONMENT.GOALS: - SOLVE THE CLIMATE CRISIS PRIMARILY THROUGH A SUCCESSFUL TRANSITION TO A RESOURCE-EFFICIENT CLEAN ENERGY ECONOMY THAT BETTER SERVES PEOPLE AND NATURE;- SECURE PROTECTIONS FOR PUBLIC LANDS AND WATERS, PROMOTE HEALTHY ECOSYSTEMS AND COMMUNITIES, AND FIGHT FOR CLEAN AIR AND WATER; - EXPAND OPPORTUNITIES FOR MORE PEOPLE TO EXPLORE, ENJOY, AND PROTECT THE PLANET BY SUPPORTING PROGRAMS AND POLICIES THAT REACH ACROSS ECONOMIC, CULTURAL, AND COMMUNITY LINES TO GET PEOPLE OUTDOORS; AND- BUILD A DIVERSE, INCLUSIVE ENVIRONMENTAL MOVEMENT THAT REFLECTS AND REPRESENTS TODAY'S AMERICAN PUBLIC, AND PRIORITIZES IMPORTANT CONNECTIONS BETWEEN ENVIRONMENTAL HEALTH AND SOCIAL JUSTICE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$32,043,337ExpenseAmt
Grant$32,043,337GrantAmt
Revenue$0RevenueAmt
DescBEYOND COAL - THE LONG-TERM GOAL OF THIS PROGRAM IS TO REVERSE THE SOCIAL, ECONOMIC AND ENVIRONMENTAL DAMAGE CAUSED BY GLOBAL CLIMATE CHANGE BY WORKING TO ENSURE OUR ELECTRICITY IS CARBON-FREE BY NO LATER THAN 2030 AND TRANSITIONING TO 100 PERCENT CLEAN RENEWABLE ENERGY BY NO LATER THAN 2050. THE PROGRAM'S SPECIFIC GOALS - WORKING IN PARTNERSHIP WITH ALLIED ORGANIZATIONS - ARE TO RETIRE EXISTING COAL PLANTS, PREVENT CONSTRUCTION OF NEW COAL-FIRED POWER PLANTS, BLOCK EXPANSION OF THE U.S. GAS FLEET, STOP INFRASTRUCTURE PROJECTS DESIGNED TO FACILITATE AND INCREASE OVERSEAS EXPORTS OF COAL AND GAS, AND PROMOTE CLEAN ENERGY ALTERNATIVES SUCH AS WIND AND SOLAR WHILE ADVANCING EQUITY AND JUSTICE, AND ENSURING A JUST ECONOMIC TRANSITION FOR WORKERS AND IMPACTED COMMUNITIES.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$8,800,636ExpenseAmt
Grant$8,800,636GrantAmt
Revenue$0RevenueAmt
DescOUR WILD AMERICA - THE GOAL OF THIS PROGRAM IS TO PROTECT, CONSERVE, AND RESTORE PUBLIC AND PRIVATE LANDS TO RETAIN NATURAL SYSTEMS AND BENEFIT PRESENT AND FUTURE GENERATIONS, ESPECIALLY IN A CLIMATE-CHANGING WORLD. THE CAMPAIGN CONTINUES THE SIERRA CLUB'S LEGACY OF PROTECTING PUBLIC LANDS AND WILD PLACES; GETTING PEOPLE ACROSS ECONOMIC LINES, CULTURES, AND COMMUNITIES - INCLUDING MILITARY AND YOUTH - OUT IN NATURE; GIVING GRASSROOTS VOLUNTEERS THE KNOWLEDGE AND RESOURCES NEEDED TO PROTECT THE ENVIRONMENT NATIONALLY AND IN THEIR OWN COMMUNITIES; AND EXPANDING AND DIVERSIFYING THE ENVIRONMENTAL MOVEMENT. THE OUR WILD AMERICA CAMPAIGN IS ADVANCING THREE STRATEGIC INITIATIVES: (1) OPPOSING DIRTY FUELS EXTRACTION, PARTICULARLY ON PUBLIC LANDS, (2) PROTECTING LANDS, WATER, AND WILDLIFE, AND (3) GETTING PEOPLE OUTDOORS TO EXPLORE, ENJOY, AND PROTECT THE NATURAL WORLD.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$8,525,470ExpenseAmt
Grant$8,525,470GrantAmt
Revenue$0RevenueAmt
DescCHAPTER AND GROUP EDUCATION PROJECT (CGEP) - THIS PROJECT SUPPORTS THE STATE AND LOCAL CHAPTERS AND GROUPS OF THE SIERRA CLUB IN THEIR WORK TO EDUCATE THE PUBLIC ABOUT THE THREATS TO THE ENVIRONMENT AND POTENTIAL SOLUTIONS AVAILABLE TO THEM. THE OVERARCHING GOALS OF THE CGEP ARE TO PROTECT THE NATURAL AND HUMAN ENVIRONMENT FOR THE BENEFIT OF THE GENERAL PUBLIC, TO ENFORCE LOCAL AND FEDERAL LAWS IN THE PUBLIC INTEREST, AND TO TRAIN AND PREPARE ACTIVISTS FOR PUBLIC ADVOCACY ON BEHALF OF ENVIRONMENTAL PROTECTION. IT IS A PROJECT THROUGH WHICH THE SIERRA CLUB FOUNDATION WORKS TO ACHIEVE ITS MISSION TO EDUCATE AND EMPOWER PEOPLE TO PROTECT AND IMPROVE THE NATURAL AND HUMAN ENVIRONMENT.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$31,256,318ExpenseAmt
Grant$30,854,237GrantAmt
Revenue$0RevenueAmt
DescTHE SIERRA CLUB FOUNDATION PROVIDES A BROAD RANGE OF ADDITIONAL GRANTS TO SUPPORT CHARITABLE, EDUCATION, SCIENTIFIC, LITERARY AND LEGAL ENDEAVORS THAT FURTHER ITS CHARITABLE MISSION.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$31,256,318TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$30,854,237TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$0TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$80,625,761TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To OrgYes (1)MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document9IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee18EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed OfYes (1)Form8282PropertyDisposedOfInd
Form8282 Filed8Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Form1098 C FiledYes (1)Form1098CFiledInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members16GoverningBodyVotingMembersCnt
Independent Voting Member16IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldHIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMEStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNMStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KEVIN MCGAHANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4159951780PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12101 WEBSTER STREET NO 1250AddressLine1Txt
CityOAKLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94612ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
ALLISON CHIN
CHAIR (THRU 3/31/2020)3.00Yes (X)Yes (X)$0$0$0
GAIL GREENWALD
CHAIR (STARTING 4/1/2020)3.00Yes (X)Yes (X)$0$0$0
JOEL SANDERS
VICE CHAIR2.00Yes (X)Yes (X)$0$0$0
ROBIN MANN
TREASURER2.00Yes (X)Yes (X)$0$0$0
BILL WEIHL
SECRETARY2.00Yes (X)Yes (X)$0$0$0
LOREN BLACKFORD
OFFICER-AT-LARGE2.00Yes (X)Yes (X)$0$0$0
DARREN ARONOFSKY
DIRECTOR1.00Yes (X)$0$0$0
DONNEL BAIRD
DIRECTOR1.00Yes (X)$0$0$0
REBEKAH SAUL BUTLER
DIRECTOR1.00Yes (X)$0$0$0
MYKE BYBEE
DIRECTOR1.00Yes (X)$0$0$0
RAMON CRUZ
DIRECTOR1.00Yes (X)$0$0$0
FLAVIA DE LA FUENTE
DIRECTOR (THRU 12/17/2020)1.00Yes (X)$0$0$0
CLAIRE BROIDO JOHNSON
DIRECTOR1.00Yes (X)$0$0$0
PAUL RISSMAN
DIRECTOR1.00Yes (X)$0$0$0
JESSICA SAROWITZ
DIRECTOR1.00Yes (X)$0$0$0
EVA KATHLEEN SCHULTE
DIRECTOR1.00Yes (X)$0$0$0
JILL SOFFER
DIRECTOR1.00Yes (X)$0$0$0
STEPH SPEIRS
DIRECTOR1.00Yes (X)$0$0$0
STEPHANIE STUCKEY
DIRECTOR (THRU 5/15/2020)1.00Yes (X)$0$0$0
DAN CHU
EXECUTIVE DIRECTOR40.00Yes (X)$265,862$0$54,984
KEVIN MCGAHAN
CHIEF FINANCIAL OFFICER40.00Yes (X)$224,048$0$42,030
HENRY HOLMES
SR DIRECTOR, PROGRAMS & COMPLIANCE40.00Yes (X)$143,160$0$29,399
AGANA MORENO
DIRECTOR OF FINANCE40.00Yes (X)$121,600$0$36,810
FieldValueIRS element (for citing)
Total Reportable Comp From Org$754,670TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$163,223TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K4IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
KPMG LLP
PO BOX 120922DALLASTX753120922AUDIT FEES$105,519
FUND EVALUATION GROUP
PO BOX 639176CINCINNATIOH452639176INVESTMENT FEES$103,334
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt
Federated Campaigns$142,485FederatedCampaignsAmt
All Other Contributions$92,242,690AllOtherContributionsAmt
Noncash Contributions$3,637,043NoncashContributionsAmt
Total Contributions$92,385,175TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,650,919TotalRevenueColumnAmt
Exclusion$1,650,919ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$24,595,921SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$24,463,996SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$131,925SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$131,925TotalRevenueColumnAmt
Exclusion$131,925ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
SOFTWARE COST REIMBURSEMENT900099$1,363,405$1,363,405
MISCELLANEOUS INCOME900099$69,931$69,931
PARTNERSHIP K-1 INCOME900099-$152-$152
FieldValueIRS element (for citing)
Other Revenue Total$1,433,184OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$95,601,203TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$152UnrelatedBusinessRevenueAmt
Exclusion$3,216,180ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$79,824,357TotalAmt
Program Services$79,824,357ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$399,323TotalAmt
Program Services$399,323ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$925,094TotalAmt
Program Services$187,918ProgramServicesAmt
Management And General$735,907ManagementAndGeneralAmt
Fundraising$1,269FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$291,136TotalAmt
Program Services$59,139ProgramServicesAmt
Management And General$231,597ManagementAndGeneralAmt
Fundraising$400FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$28,123TotalAmt
Program Services$5,303ProgramServicesAmt
Management And General$22,781ManagementAndGeneralAmt
Fundraising$39FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$266,915TotalAmt
Program Services$50,330ProgramServicesAmt
Management And General$216,219ManagementAndGeneralAmt
Fundraising$366FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$74,396TotalAmt
Program Services$14,028ProgramServicesAmt
Management And General$60,266ManagementAndGeneralAmt
Fundraising$102FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$105,994TotalAmt
Management And General$105,994ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$58,664TotalAmt
Program Services$27,183ProgramServicesAmt
Management And General$31,481ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$115,319TotalAmt
Management And General$115,319ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$112,357TotalAmt
Management And General$112,357ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$12,256TotalAmt
Management And General$12,256ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$88,911TotalAmt
Program Services$12,100ProgramServicesAmt
Management And General$76,777ManagementAndGeneralAmt
Fundraising$34FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,365,625TotalAmt
Fundraising$1,365,625FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$93,793TotalAmt
Program Services$20,394ProgramServicesAmt
Management And General$73,330ManagementAndGeneralAmt
Fundraising$69FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$24,398TotalAmt
Program Services$6,355ProgramServicesAmt
Management And General$18,025ManagementAndGeneralAmt
Fundraising$18FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$13,289TotalAmt
Management And General$13,289ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$11,806TotalAmt
Program Services$2,567ProgramServicesAmt
Management And General$9,230ManagementAndGeneralAmt
Fundraising$9FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$22,963TotalAmt
Program Services$4,993ProgramServicesAmt
Management And General$17,953ManagementAndGeneralAmt
Fundraising$17FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtFundraisingFundraisingAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
FUNDRAISING REIMBURSEME$9,499,996$9,499,996
OTHER/SOFTWARE LICENSE$954,263$932,844$11,771$9,648
REGULATORY COMPLIANCE$9,626$9,626

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$94,298,604TotalAmt
Program Services$80,625,761ProgramServicesAmt
Management And General$1,872,055ManagementAndGeneralAmt
Fundraising$11,800,788FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$50,098,756BOYAmt
EOY$57,272,929EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$30,860,154BOYAmt
EOY$23,136,597EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$16,334,615BOYAmt
EOY$5,402,907EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$1,188,847BOYAmt
EOY$2,891,007EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,333,389BOYAmt
EOY$1,224,972EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$214,471LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$116,375LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$109,902BOYAmt
EOY$98,096EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$72,992,574BOYAmt
EOY$96,075,529EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$33,207,529BOYAmt
EOY$40,822,828EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$16,722,223BOYAmt
EOY$17,832,718EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$222,847,989BOYAmt
EOY$244,757,583EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$2,723,101BOYAmt
EOY$1,707,941EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$12,775,382BOYAmt
EOY$11,880,772EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$15,873,220BOYAmt
EOY$16,602,354EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$31,371,703BOYAmt
EOY$30,191,067EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$78,317,041BOYAmt
EOY$97,739,633EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$113,159,245BOYAmt
EOY$116,826,883EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$191,476,286BOYAmt
EOY$214,566,516EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$222,847,989BOYAmt
EOY$244,757,583EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$1,302,599ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$20,626,507NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$1,161,124OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$71,884,506CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$68,508,314CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$100,689,985CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$115,812,118CurrentTaxYearMinus1YearAmt
Current Tax Year$92,385,175CurrentTaxYearAmt
Total$449,280,098TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$71,884,506CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$68,508,314CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$100,689,985CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$115,812,118CurrentTaxYearMinus1YearAmt
Current Tax Year$92,385,175CurrentTaxYearAmt
Total$449,280,098TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$61,899,423SubstantialContributorsTotAmt
Public Support Total170$387,380,675PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,033,190CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,236,333CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,792,310CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,739,560CurrentTaxYearMinus1YearAmt
Current Tax Year$1,650,919CurrentTaxYearAmt
Total$7,452,312TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,681CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,685CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years-$73CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year-$12,682CurrentTaxYearMinus1YearAmt
Current Tax Year-$152CurrentTaxYearAmt
Total-$3,541TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,444,714CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,090,225CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,163,781CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,482,040CurrentTaxYearMinus1YearAmt
Current Tax Year$1,433,336CurrentTaxYearAmt
Total$6,614,096TotalAmt
FieldValueIRS element (for citing)
Total Support$463,342,965TotalSupportAmt
Public Support CY1700.83610PublicSupportCY170Pct
Public Support PY1700.81710PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationCOST SOFTWARE REIMBURSEMENT - 2016 AMOUNT: $ 1,386,785. 2017 AMOUNT: $ 1,029,948. 2018 AMOUNT: $ 1,148,659. 2019 AMOUNT: $ 1,320,313. 2020 AMOUNT: $ 1,363,405. MISCELLANEOUS INCOME - 2016 AMOUNT: $ 57,929. 2017 AMOUNT: $ 10,942. 2018 AMOUNT: $ 15,122. 2019 AMOUNT: $ 161,727. 2020 AMOUNT: $ 69,931. REFUNDED GRANTS - 2016 AMOUNT: $ 0. 2017 AMOUNT: $ 49,335. 2018 AMOUNT: $ 0. 2019 AMOUNT: $ 0. 2020 AMOUNT: $ 0.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$265,161FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$265,161FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$94,033,443FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$94,298,604FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,000,000FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$250,000FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$1,000,000CurrentYearMinus3Amt
Current Year Minus2$1,000,000CurrentYearMinus2Amt
Current Year Minus1$1,000,000CurrentYearMinus1Amt
Current Year$1,000,000CurrentYearAmt
Total$4,000,000TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$547,403CurrentYearMinus3Amt
Current Year Minus2$337,291CurrentYearMinus2Amt
Current Year Minus1$662,640CurrentYearMinus1Amt
Current Year$265,161CurrentYearAmt
Total$1,812,495TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$250,000CurrentYearMinus3Amt
Current Year Minus2$250,000CurrentYearMinus2Amt
Current Year Minus1$250,000CurrentYearMinus1Amt
Current Year$250,000CurrentYearAmt
Total$1,000,000TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$1,500,000GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$101,288CurrentYearMinus3Amt
Current Year Minus2$80,387CurrentYearMinus2Amt
Current Year Minus1$233,840CurrentYearMinus1Amt
Total$415,515TotalAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-A, LINE 1A:FormAndLineReferenceDesc
ExplanationSOME LOBBYING EXPENSES WERE INADVERTENTLY OVERBILLED IN 2019 DUE TO A SYSTEMS ISSUE. THE OVERBILLING WAS REFUNDED TO THE FOUNDATION WHEN THE ERROR WAS DETECTED. THE REFUND WAS IN EXCESS OF GRASSROOTS LOBBYING EXPENSES INCURRED IN 2020 RESULTING IN NO GRASSROOTS LOBBYING EXPENSES REPORTED FOR THE YEAR.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held4DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$394,101DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$215,280DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$621,600DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$38,335,250BeginningYearBalanceAmt
Contributions$86,308ContributionsAmt
Investment Earnings Or Losses$6,960,807InvestmentEarningsOrLossesAmt
Other Expenditures$2,263,265OtherExpendituresAmt
End Year Balance$43,119,100EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$32,796,347BeginningYearBalanceAmt
Contributions$21,460ContributionsAmt
Investment Earnings Or Losses$7,298,126InvestmentEarningsOrLossesAmt
Other Expenditures$1,780,683OtherExpendituresAmt
End Year Balance$38,335,250EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$34,998,160BeginningYearBalanceAmt
Contributions$1,045,192ContributionsAmt
Investment Earnings Or Losses-$1,594,772InvestmentEarningsOrLossesAmt
Other Expenditures$1,652,233OtherExpendituresAmt
End Year Balance$32,796,347EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$31,470,633BeginningYearBalanceAmt
Contributions$333,502ContributionsAmt
Investment Earnings Or Losses$4,693,197InvestmentEarningsOrLossesAmt
Other Expenditures$1,499,172OtherExpendituresAmt
End Year Balance$34,998,160EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$20,877,444BeginningYearBalanceAmt
Contributions$10,652,858ContributionsAmt
Investment Earnings Or Losses$1,180,706InvestmentEarningsOrLossesAmt
Other Expenditures$1,240,375OtherExpendituresAmt
End Year Balance$31,470,633EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.04754BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.63636PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.31610TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$67,421OtherCostOrOtherBasisAmt
Book Value$67,421BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$52,039OtherCostOrOtherBasisAmt
Depreciation$30,038DepreciationAmt
Book Value$22,001BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$26,093OtherCostOrOtherBasisAmt
Depreciation$23,649DepreciationAmt
Book Value$2,444BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$68,918OtherCostOrOtherBasisAmt
Depreciation$62,688DepreciationAmt
Book Value$6,230BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$98,096TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
INTERNATIONAL EQUITY$22,958,089F
LIMITED PARTNERSHIPS$17,864,739F
FieldValueIRS element (for citing)
Total Book Value Securities$40,822,828TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
SPLIT-INTEREST AGREEMENT$17,789,617
INTEREST RECEIVABLE$43,101
FieldValueIRS element (for citing)
Total Book Value Other Assets$17,832,718TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescSPLIT-INTEREST AGREEMENTDesc
Amt$16,602,354Amt
FieldValueIRS element (for citing)
Total Liability$16,602,354TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$117,388,834TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$20,626,507NetUnrealizedGainsInvstAmt
Other Revenue$1,161,124OtherRevenueAmt
Revenue Not Reported$21,787,631RevenueNotReportedAmt
Revenue Subtotal$95,601,203RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$95,601,203TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$94,298,604TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$94,298,604ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$94,298,604TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE FOUNDATION'S ENDOWMENT CONSISTS OF APPROXIMATELY 58 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE FOUNDATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF ENDOWMENT ASSETS.
PART X, LINE 2:THE FOUNDATION IS SUBJECT TO INCOME TAXES IN THE UNITED STATES AND CALIFORNIA ON UNRELATED BUSINESS INCOME. THE FOUNDATION HAS IDENTIFIED AND EVALUATED ITS SIGNIFICANT TAX POSITIONS FOR WHICH THE STATUTE OF LIMITATIONS REMAINS OPEN AND DETERMINED THERE IS NO MATERIAL UNRECOGNIZED BENEFIT OR LIABILITY TO BE RECORDED. THE FOUNDATION'S FEDERAL RETURNS ARE CURRENTLY OPEN UNDER THE STATUTE OF LIMITATIONS FOR THE YEAR ENDED DECEMBER 31, 2017 AND SUBSEQUENT YEARS AND CALIFORNIA RETURNS ARE OPEN FOR THE YEAR ENDED DECEMBER 31, 2016 AND SUBSEQUENT YEARS. THE FOUNDATION DOES NOT ANTICIPATE THAT THERE WILL BE ANY MATERIAL CHANGES IN THE UNRECOGNIZED TAX POSITIONS OVER THE NEXT 12 MONTHS. THERE HAVE BEEN NO RELATED TAX PENALTIES OR INTEREST CLASSIFIED AS A TAX EXPENSE IN THE STATEMENT OF ACTIVITIES.
PART XI, LINE 2D - OTHER ADJUSTMENTS:CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 1,161,124.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp

FieldValueIRS element (for citing)
RegionEUROPE (INCLUDING ICELAND & GREENLAND)RegionTxt
Offices0OfficesCnt
Employee0EmployeeCnt
Type Of Activities ConductedGRANTMAKINGTypeOfActivitiesConductedTxt
Region Total Expenditures$399,323RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$399,323SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$399,323TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (3 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmt
EUROPE (INCLUDING ICELAND & GREENLAND)WILDLIFE AND FOREST CONSERVATION AND PROTECTION IN INDIA$67,000
EUROPE (INCLUDING ICELAND & GREENLAND)CENTRAL INDIA TIGER HABITAT PROTECTION PROJECT$288,000
EUROPE (INCLUDING ICELAND & GREENLAND)INDIA TIGER HABITAT PROTECTION$44,323
FieldValueIRS element (for citing)
Total501c3 Org3Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 2:THE SIERRA CLUB FOUNDATION EXERCISES EXPENDITURE RESPONSIBILITY IN INTERNATIONAL GRANTMAKING. THE SIERRA CLUB FOUNDATION CONDUCTS PRE-GRANT INQUIRY TO OBTAIN RELEVANT DOCUMENTATION FOR ORGANIZATIONAL DUE DILIGENCE, INCLUDING COMPLIANCE WITH U.S. GOVERNMENT ANTI-TERRORISM POLICIES EXECUTIVE ORDER 13224, THE USA PATRIOT ACT, TREASURY DEPARTMENT ANTI-TERRORIST FINANCING GUIDELINES. ALL GRANTEES ENTER INTO A WRITTEN GRANT AGREEMENT SPELLING OUT THE PURPOSE, TERMS, AND CONDITIONS OF THE GRANT, INCLUDING PROHIBITION ON THE USE OF FUNDS FOR LOBBYING, POLITICAL ACTIVITY, OR OTHER NON-CHARITABLE PURPOSES. THE SIERRA CLUB FOUNDATION REQUIRES PERIODIC NARRATIVE AND FINANCIAL REPORTS FROM THE GRANTEE ON THE USE OF FUNDS.
PART III ACCOUNTING METHOD:

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (24 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCd
SIERRA CLUB
2101 WEBSTER STREET STE 1300OAKLANDCA94612941153307501(C)(4)$78,715,562ENVIRONMENTAL EDUCATION
THE PARTNERSHIP PROJECT
PO BOX 65826WASHINGTONDC20035522192070501(C)(3)$200,000EQUITABLE AND JUST NATIONAL CLIMATE PLATFORM FORUM PROJECT TO SUPPORT TRUST-BUILDING BETWEEN ENVIRONMENTAL JUSTICE AND NATIONAL GROUP LEADERS, DEVELOP JOINTLY SUPPORTED AND LED NATIONAL CLIMATE POLICY IDEAS, AND IDENTIFY PATHWAYS FOR MORE INCLUSIVE NATIONAL CLIMATE POLICY DEVELOPMENTS
SOCIAL AND ENVIRONMENTAL ENTREPRENEURS
23564 CALABASAS ROAD SUITE 201CALABASASCA91302954116679501(C)(3)$125,000GENERAL SUPPORT OF THE MISSION OF BUILDING EQUITY AND ALIGNMENT FOR IMPACT (BEA) TO BRING TOGETHER DYNAMIC GRASSROOTS ORGANIZING GROUPS, EFFECTIVE NATIONAL GREEN ORGANIZATIONS, AND INNOVATORS IN PHILANTHROPY
ENVIRONMENTAL HEALTH COALITION
2727 HOOVER AVENUE SUITE 202NATIONAL CITYCA919506604953798792501(C)(3)$100,000FOR THE CALIFORNIA ENVIRONMENTAL JUSTICE ALLIANCE'S REGENERATE CALIFORNIA CAMPAIGN TO CO-LEAD WITH THE SIERRA CLUB A CALIFORNIA GAS PLANT RETIREMENT CAMPAIGN ROOTED IN ENVIRONMENTAL JUSTICE (EJ) PRINCIPLES AND COMMUNITIES
UNIVERSITY OF SOUTHERN CALIFORNIA
3500 S FIGUEROA ST STE 102LOS ANGELESCA90089951642394501(C)(3)$88,600THE NORMAN LEAR CENTER'S GOOD ENERGY PROJECT TO MAKE THE CLIMATE CRISIS A PREVAILING THEME IN FILM, TELEVISION, AND DIGITAL CONTENT BY SUPPORTING WRITERS, DIRECTORS, PRODUCERS, AND EXECUTIVES TO TELL MORE AND BETTER STORIES ABOUT THE BIGGEST STORY OF OUR TIME
COMMUNITY INITIATIVES
1000 BROADWAY SUITE 480OAKLANDCA94607943255070501(C)(3)$70,000TO SUPPORT FRONTLINE PARTNER ORGANIZATION CAPACITY TO CONDUCT PUBLIC EDUCATION, COMMUNITY ORGANIZING, AND LEADERSHIP DEVELOPMENT TO BUILD A STRONGER, MORE INFORMED BASE TO DEMAND CLIMATE JUSTICE IN OREGON
NEW FLORIDA MAJORITY EDUCATION FUND
10800 BISCAYNE BLVD SUITE 1050MIAMIFL33161453956785501(C)(3)$64,200TO ADVANCE THE DEVELOPMENT OF A SHARED ACCOUNTABILITY FRAMEWORK FOR 100% CLEAN ENERGY IN MIAMI-DADE COUNTY WITH A FOCUS ON EQUITY
FRACK ACTION FUND INC
PO BOX 4433KINGSTONNY12402452989965501(C)(3)$60,000TO FACILITATE WORK EDUCATING THE PUBLIC ABOUT THE ENVIRONMENTAL AND HEALTH IMPACTS OF FRACKING
SIERRA FOOTHILLS AUDUBON SOCIETY
PO BOX 1937GRASS VALLEYCA959451937942770544501(C)(3)$50,000FOR GENERAL SUPPORT - SIERRA FOOTHILLS AUDUBON SOCIETY'S PORTION OF FINAL ATTORNEY'S FEES FROM PLACER VINEYARDS DEVELOPMENT GROUP PURSUANT TO THE SETTLEMENT CONTRACT ENTERED INTO IN CONNECTION WITH SIERRA CLUB ET AL. V. COUNTY OF PLACER
PARTNERSHIP FOR SOUTHERN EQUITY
55 IVAN ALLEN JR BLVD NW SUITE 530ATLANTAGA30308274424115501(C)(3)$50,000TO GENERATE INVESTMENT IN ATLANTA'S FRONTLINE COMMUNITIES FOR A 100% CLEAN ENERGY TRANSITION AND TO ADVANCE THE CREATION OF AN ATLANTA CLEAN ENERGY ADVISORY BOARD AND SHARED ACCOUNTABILITY FRAMEWORK
WASHINGTON INTERFAITH NETWORK
1226 VERMONT AVE NWWASHINGTONDC200053615521956696501(C)(3)$50,000COMMUNITY ORGANIZING, LEADERSHIP DEVELOPMENT, AND MOVEMENT BUILDING IN WASHINGTON D.C., FOCUSED ON THE INTERSECTION OF CLIMATE, UTILITIES, AFFORDABLE HOUSING, AND BUILDING ELECTRIFICATION
UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION
1995 UNIVERSITY AVE STE 401BERKELEYCA947041058946090626501(C)(3)$40,000TO RECORD THE ORAL HISTORY FROM SIERRA CLUB VOLUNTEERS, STAFF, AND MEMBERS FOR PRESERVATION AT BANCROFT LIBRARY TO SERVE AS INVALUABLE HISTORICAL RESOURCES, OFFERING WISDOM FOR FUTURE LEADERS AND DOCUMENTING MISTAKES THAT SHOULD NOT BE REPEATED
CLEAN UP THE RIVER ENVIRONMENT
117 SOUTH FIRST STREETMONTEVIDEOMN562655502311693392501(C)(3)$30,000TO SUPPORT ONGOING PARTNERSHIP WITH SIERRA CLUB'S BEYOND COAL CAMPAIGN TO RETIRE COAL PLANTS AND STOP COAL PROJECTS IN NORTH DAKOTA
TURNER FOUNDATION
133 LUCKIE STREET NW 2ND FLOORATLANTAGA30303581924590501(C)(3)$26,000GRANT REFUND FOR SC GEORGIA CHAPTER
PROTECTORES DE CUENCAS
660778121501(C)(3)$20,000TO RECORD THE ORAL HISTORY FROM SIERRA CLUB VOLUNTEERS, STAFF, AND MEMBERS FOR PRESERVATION AT BANCROFT LIBRARY TO SERVE AS INVALUABLE HISTORICAL RESOURCES, OFFERING WISDOM FOR FUTURE LEADERS AND DOCUMENTING MISTAKES THAT SHOULD NOT BE REPEATEDPO BOX 1563YAUCORQ00698-1563
EARTH ISLAND INSTITUTE
2150 ALLSTON WAY SUITE 460BERKELEYCA947041375942889684501(C)(3)$14,812GENERAL SUPPORT OF MISSION TO CONSERVE, PRESERVE, AND RESTORE THE ENVIRONMENT
350ORG
20 JAY STREET SUITE 732BROOKLYNNY112018352261150699501(C)(3)$14,812GENERAL SUPPORT OF MISSION TO BUILD A GLOBAL GRASSROOTS MOVEMENT TO SOLVE THE CLIMATE CRISIS
CENTER FOR CARBON REMOVAL DBA CARBON 180
1111 BROADWAY FLOOR 3OAKLANDCA946074139812560407501(C)(3)$14,812GENERAL SUPPORT OF MISSION TO BRING TOGETHER SCIENTISTS, POLICYMAKERS, AND BUSINESSES TO FUNDAMENTALLY RETHINK CARBON
COALITION FOR RAINFOREST NATIONS
52 VANDERBILT AVE RM 1401NEW YORKNY100173836263221530501(C)(3)$14,812GENERAL SUPPORT OF MISSION TO CREATE SOUND AND LONG-LASTING OPPORTUNITIES FOR ENVIRONMENTAL SUSTAINABILITY, SOCIAL AND ECONOMIC ADVANCEMENT, STRENGTHENED CAPACITY AND INTERNATIONAL MARKET REFORM IN A MANNER THAT ENHANCES TROPICAL FOREST STEWARDSHIP, BIODIVERSITY CONSERVATION AND GLOBAL CLIMATE STABILITY BY REVERSING THE DESTRUCTION OF TROPICAL RAINFORESTS
CLIMATE EMERGENCY FUND
8383 WILSHIRE BLVD 400BEVERLY HILLSCA90211842151545501(C)(3)$14,812GENERAL SUPPORT OF MISSION TO FOCUS FUNDING ON RADICAL ACTION AS OPPOSED TO INCREMENTAL CHANGE BY FUNDING THE MOST IMPACTFUL CLIMATE ACTIVISTS WORKING TO DISRUPT THE STATUS QUO, INSPIRE OTHERS TO DO THE SAME, AND FORCE POLICYMAKERS TO TAKE ACTION
CLEAN AIR TASK FORCE
114 STATE STREET FLOOR 6BOSTONMA021092421043512550501(C)(3)$14,812GENERAL SUPPORT OF MISSION TO PUSH THE CHANGE IN TECHNOLOGIES AND POLICIES NEEDED TO GET TO A ZERO-EMISSIONS, HIGH-ENERGY PLANET AT AN AFFORDABLE COST
EARTHJUSTICE
50 CALIFORNIA STREET SUITE 500SAN FRANCISCOCA941114608941730465501(C)(3)$14,812GENERAL SUPPORT OF MISSION TO PROTECT OUR PLANET AND DEFEND THE RIGHTS OF ALL PEOPLE TO A HEALTHY ENVIRONMENT
RAINFOREST TRUST
7200 LINEWEAVER RD STE 100WARRENTONVA201874004133500609501(C)(3)$14,812GENERAL SUPPORT OF MISSION TO PURCHASE AND PROTECT THREATENED RAINFORESTS AND SAVE ENDANGERED WILDLIFE THROUGH COMMUNITY ENGAGEMENT AND LOCAL PARTNERSHIPS
CITIZENS' CLIMATE EDUCATION
1330 ORANGE AVE 309CORONADOCA921182949262948811501(C)(3)$10,000FOR GENERAL SUPPORT OF MISSION TO EMPOWER INDIVIDUALS TO EDUCATE KEY STAKEHOLDERS, POLICYMAKERS, AND THE GENERAL PUBLIC ABOUT EFFECTIVE SOLUTIONS TO CLIMATE CHANGE
FieldValueIRS element (for citing)
Total501c3 Org23Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationALL GRANTEES ARE REQUIRED TO SIGN AND RETURN A GRANT AGREEMENT WHICH STATES FUNDS MAY BE SPENT ONLY IN ACCORDANCE WITH THE BUDGET AND PURPOSES AS STATED IN THE APPROVED PROJECT PROPOSAL, THAT NO PORTION OF THE GRANT FUNDS SHALL BE USED TO CARRY ON PROPAGANDA, OR OTHERWISE ATTEMPT TO INFLUENCE LEGISLATION OR THE OUTCOME OF ANY PUBLIC ELECTION, OR FOR ANY NON-CHARITABLE, NON-EDUCATIONAL PURPOSES; THAT THE ACTIVITIES SUPPORTED BY THE GRANT ARE CARRIED OUT FOR PUBLIC BENEFIT AND ANY WORK PRODUCTS ASSOCIATED WITH THE GRANT SHOULD BE MADE AVAILABLE TO THE GENERAL PUBLIC UPON REQUESTS; AND THE FOUNDATION EXAMINES THE GRANTEE'S PROGRESS BY REQUIRING FINANCIAL AND NARRATIVE REPORTS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
DAN CHU
EXECUTIVE DIRECTOR$253,094$0$12,168$0$600$0$27,840$0$27,144$0$320,846$0$0$0
KEVIN MCGAHAN
CHIEF FINANCIAL OFFICER$218,400$0$5,048$0$600$0$11,830$0$30,200$0$266,078$0$0$0
HENRY HOLMES
SR DIRECTOR, PROGRAMS & COMPLIANCE$137,280$0$5,280$0$600$0$19,420$0$9,979$0$172,559$0$0$0
AGANA MORENO
DIRECTOR OF FINANCE$114,400$0$6,600$0$600$0$9,819$0$26,991$0$158,410$0$0$0

Schedule M IRS990ScheduleM

Cars And Other Vehicles CarsAndOtherVehiclesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution997ContributionCnt
Noncash Contributions Rpt F990$615,004NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution226ContributionCnt
Noncash Contributions Rpt F990$2,338,292NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescSOFTWARE LICENSESDesc
Contribution1ContributionCnt
Noncash Contributions Rpt F990$683,747NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received9Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (1)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, COLUMN (B):THE NUMBER OF CONTRIBUTIONS REPRESENTS THE NUMBER OF CONTRIBUTORS, NOT THE NUMBER OF ITEMS CONTRIBUTED.
PART I, LINE 32B:THE ORGANIZATION USES A THIRD PARTY TO MANAGE THEIR VEHICLE DONATION PROGRAM. CARS, SAN DIEGO, CA MANAGES ALL ASPECTS OF THE PROGRAM, INCLUDING TAX REPORTING AND DEPOSITS NET PROCEEDS DIRECTLY TO THE FOUNDATION'S BANK ACCOUNT.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART I, LINE 6:VOLUNTEERS INCLUDE BOARD MEMBERS AND PROPERTY MANAGEMENT VOLUNTEERS IN MT. SHASTA FOR HORSE CAMP. ESTIMATED BASED ON THE BOARD ROSTERS AND HORSE CAMP COMMITTEE MEMBERS.
FORM 990, PART VI, SECTION B, LINE 11BTHE FINAL FORM 990 WAS REVIEWED BY SENIOR STAFF AND AUDIT COMMITTEE WITH THE PAID PREPARERS BY A CONFERENCE CALL AND ALL QUESTIONS WERE ADDRESSED PRIOR TO BEING TRANSMITTED TO THE FULL BOARD BEFORE FILING.
FORM 990, PART VI, SECTION B, LINE 12CBOARD MEMBERS ARE FURNISHED ANNUALLY WITH A CONFLICT OF INTEREST QUESTIONNAIRE FOR THE PURPOSE OF IDENTIFYING AND REVIEWING TRANSACTIONS OR RELATIONSHIPS THAT HAVE THE POTENTIAL TO LEAD TO CONFLICT OF INTERESTS.
FORM 990, PART VI, SECTION B, LINE 15IN ACCORDANCE WITH ORGANIZATION POLICY, THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND CHIEF FINANCIAL OFFICER BASED ON JOB DUTIES, PERFORMANCE AND SALARY SURVEY INFORMATION FROM OTHER COMPARABLE NONPROFIT ORGANIZATIONS AND RECOMMENDS APPROVAL BY THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION C, LINE 19THE FOUNDATION'S FORM 990 AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC THROUGH THE ORGANIZATION'S WEBSITE AND UPON REQUEST FOR THE SAME PERIOD OF TIME AS SET FORTH IN SEC. 6104(D). THE FORM 990 IS ALSO AVAILABLE ON GUIDESTAR.ORG. THE FOUNDATION MAKES AVAILABLE COPIES OF ITS ORGANIZING DOCUMENTS AND CONFLICT OF INTEREST POLICIES TO MEMBERS OF THE PUBLIC WHO REQUEST COPIES.
FORM 990, PART VI, SECTION B, LINE 16:THE SIERRA CLUB FOUNDATION HAS INVESTMENTS IN SEVERAL INVESTMENT PARTNERSHIPS THROUGH PRIVATE EQUITY FUNDS. THE PRIMARY PURPOSE OF THE ORGANIZATION'S INVESTMENT IN THE PARTNERSHIPS IS THE PRODUCTION OF INCOME OR APPRECIATION OF PROPERTY.
FORM 990, PART IX, LINE 24A, FUNDRAISING REIMBURSEMENT:IN ACCORDANCE WITH A COST SHARING AGREEMENT BETWEEN THE FOUNDATION AND THE SIERRA CLUB, THE FOUNDATION AGREED TO REIMBURSE THE SIERRA CLUB FOR FUNDRAISING SALARIES AND OTHER FUNDRAISING EXPENSES INCURRED ON BEHALF OF THE FOUNDATION; THE REIMBURSED AMOUNTS ARE REFLECTED AS "FUNDRAISING REIMBURSEMENT" ON THE STATEMENT OF FUNCTIONAL EXPENSES, FORM 990, PART IX.
FORM 990, PART XI, LINE 9:CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 1,161,124.

Schedule R IRS990ScheduleR

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
CHARITABLE REMAINDER TRUSTS (31)
2101 WEBSTER STREET SUITE 1250OAKLANDCA94612INVESTMENTCATHE SIERRA CLUB FOUNDATIONTYes (1)
CHARITABLE LEAD TRUSTS (2)
2101 WEBSTER STREET SUITE 1250OAKLANDCA94612INVESTMENTCATHE SIERRA CLUB FOUNDATIONTYes (1)
POOLED INCOME FUNDS (2)
2101 WEBSTER STREET SUITE 1250OAKLANDCA94612INVESTMENTCATHE SIERRA CLUB FOUNDATIONTYes (1)
GIFT ANNUITY POOLS (1)
2101 WEBSTER STREET SUITE 1250OAKLANDCA94612INVESTMENTCATHE SIERRA CLUB FOUNDATIONTYes (1)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd