CALIFORNIA STATEWIDE CERTIFIED DEVELOPMENT CORPORATION: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CALIFORNIA STATEWIDE CERTIFIED DEVELOPMENT CORPORATION (EIN 94-3064064)
- Tax period
- 2019-10-01 to 2020-09-30
- Filed
- 2021-08-09
- IRS object ID
- 202142219349301924
- Schema version
- 2019v5.2
- Note
- A later return for the same period supersedes this one.
- 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 | 2021-08-09T15:31:02-05:00 | ReturnTs |
| Tax Period End | 2020-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3121 W MARCH LN STE 200 | AddressLine1Txt |
| City | STOCKTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 952192367 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943064064 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA STATEWIDE CERTIFIED | BusinessNameLine1Txt |
| Business Name Line2 | DEVELOPMENT CORPORATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CALI | BusinessNameControlTxt |
| Phone | 8003486258 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 426 D STREET | AddressLine1Txt |
| City | DAVIS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95616 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFF BOONE | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 8003486258 | PhoneNum |
| Signature | 2021-08-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRACY S PAGLIA | PreparerPersonNm |
| PTIN | P00366884 | PTIN |
| Phone | 2099556100 | PhoneNum |
| Preparation | 2021-08-04 | 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 | CALIFORNIA STATEWIDE CDC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JEFF BOONE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 426 D STREET | AddressLine1Txt |
| City | DAVIS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95616 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,356,464 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.CALSTATEWIDE.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1987 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | ASSIST BUSINESSES OBTAIN GOV'T LOANS; SERVICE GOV'T LOANS TO PROMOTE URBAN & RURAL ECONOMIC GROWTH | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 26 | TotalEmployeeCnt |
| Total Volunteers | 10 | 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 | $5,068,123 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,174,439 | CYProgramServiceRevenueAmt |
| PY Investment Income | $555,119 | PYInvestmentIncomeAmt |
| CY Investment Income | $175,057 | CYInvestmentIncomeAmt |
| PY Other Revenue | $10,185 | PYOtherRevenueAmt |
| CY Other Revenue | $6,632 | CYOtherRevenueAmt |
| PY Total Revenue | $5,633,427 | PYTotalRevenueAmt |
| CY Total Revenue | $6,356,128 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $39,005 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $478,051 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,059,232 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,430,937 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,391,763 | PYOtherExpensesAmt |
| CY Other Expenses | $1,540,249 | CYOtherExpensesAmt |
| PY Total Expenses | $5,490,000 | PYTotalExpensesAmt |
| CY Total Expenses | $6,449,237 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $143,427 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$93,109 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,604,051 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,787,858 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,082,728 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $17,359,644 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,521,323 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,428,214 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE CORPORATION ASSISTS BUSINESSES TO OBTAIN GOVERNMENT LOANS AND SERVICES THOSE LOANS FOR THE PURPOSE OF PROMOTING URBAN AND RURAL ECONOMIC GROWTH. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,971,567 | ExpenseAmt |
| Grant | $478,051 | GrantAmt |
| Revenue | $6,125,862 | RevenueAmt |
| Desc | SBA 504 AND 7A LOAN PROGRAMS: DURING FYE 9/30/2020, CSCDC WAS RESPONSIBLE FOR PLACEMENT OF 191 SBA 504 LOANS, 10 SBA 7A AND 261 PPP LOANS WITHIN ITS OWN PORTFOLIO. ADDITIONALLY, CSCDC SUPPORTED OTHER SBA PROGRAMS THROUGH REFERRALS TO SBA 7A LENDERS, MICRO-LENDING PROGRAMS AND BUSINESS ASSISTANCE PROGRAMS. SINCE INCEPTION, CSCDC HAS PROVIDED OVER $1.8 BILLION IN LOANS TO SMALL BUSINESSES SUPPORTING $5 BILLION IN TOTAL PROJECT FINANCING TO 3,000 SMALL BUSINESSES, HELPING CREATE OR RETAIN 25,604 JOBS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $26,519 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $48,577 | RevenueAmt |
| Desc | USDA INTERMEDIARY RELENDING PROGRAM: AS OF 9/30/2020, OVER $1.75 MILLION IN IRP FUNDS HAVE BEEN COMMITTED TO RURAL SMALL BUSINESS THROUGHOUT CALIFORNIA. SINCE THE PROGRAM'S INCEPTION, 54 BUSINESSES IN RURAL CALIFORNIA HAVE BEEN ASSISTED, HELPING IN THE RETENTION OR CREATION OF 849 JOBS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $4,998,086 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| 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 | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 41 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 26 | 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 |
| 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 | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFF BOONE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5302972140 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 426 D STREET | AddressLine1Txt |
| City | DAVIS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95616 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|
| CARLO SAMSON | |||||||||
| EXECUTIVE VP | 40.00 | 0.00 | Yes (X) | $451,125 | $492,922 | $41,797 | |||
| JEFF BOONE | |||||||||
| CEO | 40.00 | 0.00 | $274,650 | $286,921 | $12,271 | Yes (X) | |||
| CRAIG SAMSON | |||||||||
| BUSINESS DEVELOPMENT OFFICER | 40.00 | 0.00 | Yes (X) | $222,120 | $251,871 | $29,751 | |||
| PATRICIA GRIFFIN GLOBA | |||||||||
| SENIOR LOAN OFFICER | 40.00 | 0.00 | Yes (X) | $156,431 | $191,429 | $34,998 | |||
| MARK SCHWAN | |||||||||
| BUSINESS DEVELOPMENT OFFICER | 40.00 | 0.00 | $153,849 | $181,261 | $27,412 | Yes (X) | |||
| SASHA GLOBA | |||||||||
| PRESIDENT THROUGH 11/2019 | 40.00 | 0.00 | $150,000 | $155,000 | $5,000 | Yes (X) | |||
| ALEEN HARMON | |||||||||
| SENIOR UNDERWRITER | 40.00 | 0.00 | Yes (X) | $130,589 | $149,427 | $18,838 | |||
| DIANE BERRY | |||||||||
| SENIOR CLOSING OFFICER | 40.00 | 0.00 | Yes (X) | $132,750 | $146,758 | $14,008 | |||
| JOHN DIMICHELE | |||||||||
| CHAIRMAN | 1.00 | 0.10 | $5,450 | $5,450 | $0 | Yes (X) | Yes (X) | ||
| JIM GARLOCK | |||||||||
| VICE CHAIRMAN | 1.00 | 0.00 | $5,075 | $5,075 | $0 | Yes (X) | Yes (X) | ||
| JOHN LESCROART | |||||||||
| SECRETARY | 1.00 | 0.00 | $4,925 | $4,925 | $0 | Yes (X) | Yes (X) | ||
| MARK LEAS | |||||||||
| TREASURER | 1.00 | 0.00 | $4,825 | $4,825 | $0 | Yes (X) | Yes (X) | ||
| BARBARA HAYES | |||||||||
| DIRECTOR | 1.00 | 0.00 | $4,825 | $4,825 | $0 | Yes (X) | |||
| ROBERT BRADY | |||||||||
| DIRECTOR | 1.00 | 0.00 | $4,675 | $4,675 | $0 | Yes (X) | |||
| LEE SCOTT | |||||||||
| DIRECTOR | 1.00 | 0.00 | $4,275 | $4,275 | $0 | Yes (X) | |||
| BRUCE STENSLIE | |||||||||
| DIRECTOR | 1.00 | 0.00 | $3,675 | $3,675 | $0 | Yes (X) | |||
| DON CAVAZOS | |||||||||
| DIRECTOR | 1.00 | 0.10 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,709,239 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,893,314 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $184,075 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 14 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| LOAN SERVICING FEES | 561000 | $3,232,348 | $3,232,348 |
| LOAN PACKAGING FEES | 561000 | $2,254,110 | $2,254,110 |
| LOAN INTEREST INCOME | 561000 | $345,601 | $345,601 |
| OTHER LOAN FEES | 561000 | $273,132 | $273,132 |
| LOAN LOSS RECOVERIES | 561000 | $69,248 | $69,248 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,174,439 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,646 | TotalRevenueColumnAmt |
| Exclusion | $14,646 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $160,747 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $336 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $160,411 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $160,411 | TotalRevenueColumnAmt |
| Exclusion | $160,411 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $6,632 | TotalRevenueColumnAmt |
| Exclusion | $6,632 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $6,632 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,356,128 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,174,439 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $181,689 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $478,051 | TotalAmt |
| Program Services | $478,051 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,602,372 | TotalAmt |
| Program Services | $1,290,440 | ProgramServicesAmt |
| Management And General | $311,932 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $391,222 | TotalAmt |
| Program Services | $291,362 | ProgramServicesAmt |
| Management And General | $99,860 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,887,763 | TotalAmt |
| Program Services | $1,748,065 | ProgramServicesAmt |
| Management And General | $139,698 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,252 | TotalAmt |
| Program Services | $59,766 | ProgramServicesAmt |
| Management And General | $3,486 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $250,320 | TotalAmt |
| Program Services | $229,981 | ProgramServicesAmt |
| Management And General | $20,339 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $236,008 | TotalAmt |
| Program Services | $203,641 | ProgramServicesAmt |
| Management And General | $32,367 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,707 | TotalAmt |
| Program Services | $48,707 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,894 | TotalAmt |
| Management And General | $80,894 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,881 | TotalAmt |
| Program Services | $13,881 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,988 | TotalAmt |
| Program Services | $54,009 | ProgramServicesAmt |
| Management And General | $77,979 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,597 | TotalAmt |
| Management And General | $64,597 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,875 | TotalAmt |
| Management And General | $92,875 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $188,760 | TotalAmt |
| Management And General | $188,760 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,934 | TotalAmt |
| Management And General | $52,934 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,819 | TotalAmt |
| Program Services | $13,819 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,910 | TotalAmt |
| Program Services | $2,555 | ProgramServicesAmt |
| Management And General | $87,355 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,634 | TotalAmt |
| Management And General | $66,634 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,438 | TotalAmt |
| Management And General | $60,438 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| LENDING EXPENSES | $390,702 | $390,702 | |
| ENTERTAINMENT | $142,835 | $142,835 | |
| DUES & SUBSCRIPTIONS | $36,194 | $36,194 | |
| REPAIRS & MAINTENANCE | $21,622 | $21,622 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,459 | TotalAmt |
| Program Services | $8,650 | ProgramServicesAmt |
| Management And General | $34,809 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,449,237 | TotalAmt |
| Program Services | $4,998,086 | ProgramServicesAmt |
| Management And General | $1,451,151 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $916,432 | BOYAmt |
| EOY | $2,557,150 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,598,069 | BOYAmt |
| EOY | $1,003,715 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,023,689 | BOYAmt |
| EOY | $1,074,933 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,440,762 | BOYAmt |
| EOY | $16,770,754 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,482 | BOYAmt |
| EOY | $48,969 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,265,225 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,020,889 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,292,510 | BOYAmt |
| EOY | $1,244,336 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $294,107 | BOYAmt |
| EOY | $88,001 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,604,051 | BOYAmt |
| EOY | $22,787,858 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $646,819 | BOYAmt |
| EOY | $828,879 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $577,262 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $272,312 | BOYAmt |
| EOY | $15,458,770 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $163,597 | BOYAmt |
| EOY | $494,733 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,082,728 | BOYAmt |
| EOY | $17,359,644 | 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 | $5,279,069 | BOYAmt |
| EOY | $5,192,935 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $242,254 | BOYAmt |
| EOY | $235,279 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,521,323 | BOYAmt |
| EOY | $5,428,214 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,604,051 | BOYAmt |
| EOY | $22,787,858 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$93,109 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $167,737 | OtherCostOrOtherBasisAmt |
| Book Value | $167,737 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,481,862 | OtherCostOrOtherBasisAmt |
| Depreciation | $529,308 | DepreciationAmt |
| Book Value | $952,554 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $280,118 | OtherCostOrOtherBasisAmt |
| Depreciation | $189,040 | DepreciationAmt |
| Book Value | $91,078 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $335,508 | OtherCostOrOtherBasisAmt |
| Depreciation | $302,541 | DepreciationAmt |
| Book Value | $32,967 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,244,336 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| PCLP LOAN RESERVE | $107,947 |
| INTEREST PAYABLE | $2,286 |
| DUE TO CDF | $384,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $494,733 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,290,148 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $3,268 | OtherRevenueAmt |
| Revenue Not Reported | $3,268 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,286,880 | RevenueSubtotalAmt |
| Other Revenues Not Included | $69,248 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $69,248 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,356,128 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,997,433 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1,944 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,944 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,995,489 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $453,748 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $453,748 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,449,237 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE COMPANY IS A NONPROFIT CORPORATION EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(4) AND FROM STATE OF CALIFORNIA INCOME TAXES, EXCEPT ON UNRELATED BUSINESS INCOME. THEREFORE, THESE CONSOLIDATED FINANCIAL STATEMENTS CONTAIN NO PROVISION FOR SUCH TAXES. INFORMATIONAL RETURNS ARE FILED ANNUALLY WITH FEDERAL AND STATE TAXING AUTHORITIES. THE COMPANY IS NOT AWARE OF ANY TRANSACTIONS THAT WOULD AFFECT ITS TAX-EXEMPT STATUS. THE COMPANY HAD NO UNRECOGNIZED TAX BENEFITS AS OF SEPTEMBER 30, 2020 AND 2019, RESPECTIVELY. THE COMPANY BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. FOR THE YEARS ENDED SEPTEMBER 30, 2020 AND 2019, THERE WERE NO TAX, INTEREST OR PENALTIES RECORDED IN THE STATEMENTS OF ACTIVITIES AND CHANGES IN NET ASSETS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | REVENUE OF SUBSIDIARY REPORTED ON A SEPARATE RETURN 3,268. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | LOAN RECOVERY LOSS 69,248. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | EXPENSES OF SUBSIDIARY REPORTED ON A SEPARATE RETURN 1,944. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INTERCOMPANY ELIMINATION EXPENSES 384,500. LOAN RECOVERY LOSS 69,248. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| CALIFORNIA STATEWIDE COMMUNITY DEVELOPMENT FUND | |||||||
| 2934 BOATHOUSE AVENUE | DAVIS | CA | 95616 | 831492139 | 501(C)(3) | $384,500 | SUPPORT FOR MICRO LOANS AND TECH ASSISTANCE FOR SMALL BUSINESSES |
| MIKE ROWE WORKS FOUNDATION | |||||||
| 10960 WILSHIRE BLVD 5TH FL | LOS ANGELES | CA | 900243708 | 264324338 | 501(C)(3) | $10,000 | SUPPORT FOR WORK ETHIC SCHOLARSHIP PROGRAM FOR SKILL TRAINING |
| YOLO FOOD BANK | |||||||
| 233 HARTER AVENUE | WOODLAND | CA | 95776 | 237111782 | 501(C)(3) | $5,200 | COVID-19 RELIEF FUND |
| MARIN COUNTY OFFICE OF EDUCATION | |||||||
| PO BOX 4925 | SAN RAFAEL | CA | 94913 | 946022431 | GOV'T | $10,000 | EDUCATION SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION MAKES CHARITABLE CONTRIBUTIONS TO QUALIFIED 501(C)(3) PUBLIC CHARITIES. NO FORMAL MONITORING IS REQUIRED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CARLO SAMSON | ||||||||||||||
| EXECUTIVE VP | $125,000 | $492,922 | $326,125 | $0 | $0 | $0 | $11,000 | $0 | $30,797 | $0 | $492,922 | $492,922 | $0 | $0 |
| JEFF BOONE | ||||||||||||||
| CEO | $185,000 | $286,921 | $89,650 | $0 | $0 | $0 | $10,986 | $0 | $1,285 | $0 | $286,921 | $286,921 | $0 | $0 |
| CRAIG SAMSON | ||||||||||||||
| BUSINESS DEVELOPMENT OFFICER | $80,000 | $251,871 | $142,120 | $0 | $0 | $0 | $7,701 | $0 | $22,050 | $0 | $251,871 | $251,871 | $0 | $0 |
| PATRICIA GRIFFIN GLOBA | ||||||||||||||
| SENIOR LOAN OFFICER | $115,008 | $191,429 | $41,423 | $0 | $0 | $0 | $6,797 | $0 | $28,201 | $0 | $191,429 | $191,429 | $0 | $0 |
| MARK SCHWAN | ||||||||||||||
| BUSINESS DEVELOPMENT OFFICER | $110,004 | $181,261 | $43,845 | $0 | $0 | $0 | $5,381 | $0 | $22,031 | $0 | $181,261 | $181,261 | $0 | $0 |
| SASHA GLOBA | ||||||||||||||
| PRESIDENT THROUGH 11/2019 | $150,000 | $155,000 | $0 | $0 | $0 | $0 | $5,000 | $0 | $0 | $0 | $155,000 | $155,000 | $0 | $0 |
| ALEEN HARMON | ||||||||||||||
| SENIOR UNDERWRITER | $120,000 | $149,427 | $10,589 | $0 | $0 | $0 | $5,224 | $0 | $13,614 | $0 | $149,427 | $149,427 | $0 | $0 |
| DIANE BERRY | ||||||||||||||
| SENIOR CLOSING OFFICER | $120,000 | $146,758 | $12,750 | $0 | $0 | $0 | $5,260 | $0 | $8,748 | $0 | $146,758 | $146,758 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | MANAGEMENT ANNUALLY DETERMINES EMPLOYEE BONUSES ON A DISCRETIONARY BASIS USING A MODEL THAT CONNECTS BONUS AMOUNTS TO PERFORMANCE OF THE INDIVIDUAL, TEAM, AND THE ORGANIZATION. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| ANITA BOONE | |||
| FAMILY MEMBER OF OFFICER, JEFF BOONE | $99,860 | EMPLOYMENT COMPENSATION | 0 |
| SASHA GLOBA | |||
| FAMILY MEMBER OF KEY EMPLOYEE, PATRICIA GRIFFIN GLOBA | $534,373 | EMPLOYMENT COMPENSATION | 0 |
| CRAIG SAMSON | |||
| FAMILY MEMBER OF KEY EMPLOYEE, CARLO SAMSON | $291,362 | EMPLOYMENT COMPENSATION | 0 |
| PATRICIA GRIFFIN GLOBA | |||
| FAMILY MEMBER OF OFFICER, SASHA GLOBA | $194,228 | EMPLOYMENT COMPENSATION | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | PATRICIA GLOBA AND SAHSA GLOBA - FAMILY RELATIONSHIP |
| FORM 990, PART VI, SECTION B, LINE 11B | THE ORGANIZATION'S MANAGEMENT REVIEWS THE FORM 990 PRIOR TO FILING WITH THE IRS. THE BOARD RECEIVES A COPY OF THE FINAL FILED RETURN AFTER IT IS SUBMITTED TO THE IRS |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD OR DELEGATED POWERS SHALL SIGN A STATEMENT ATTESTING TO THE FACT THAT HE/SHE: - HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY. - HAS READ AND UNDERSTANDS THE POLICY. - HAS AGREED TO COMPLY WITH THE POLICY. - UNDERSTANDS THE ORGANIZATION IS A NON-PROFIT CORPORATION AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION, IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. IN CONNECTION WITH AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD-DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. NO TRANSACTION OF THE ORGANIZATION SHALL BE VOIDABLE BY REASON OF THE FACT THAT ANY DIRECTOR OR OFFICER OF THE ORGANIZATION HAS AN INTEREST IN THE CONCERN WITH WHICH SUCH TRANSACTION IS ENTERED INTO, PROVIDED: A) THE INTEREST OF SUCH OFFICER OR DIRECTOR IS FULLY DISCLOSED TO THE BOARD OF DIRECTORS. B) SUCH TRANSACTION IS DULY APPROVED BY THE BOARD OF DIRECTORS NOT SO INTERESTED OR CONNECTED AS BEING IN THE BEST INTERESTS OF THE ORGANIZATION. C) PAYMENTS TO THE INTERESTED OFFICER OR DIRECTOR ARE REASONABLE AND DO NOT EXCEED FAIR MARKET VALUE, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE ORGANIZATION CAN OBTAIN, WITH REASONABLE EFFORTS, A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. D) NO INTERESTED OFFICER OR DIRECTOR MAY VOTE OR LOBBY ON THE MATTER OR BE COUNTED IN DETERMINING THE EXISTENCE OF A QUORUM AT THE MEETING AT WHICH SUCH TRANSACTION MAY BE AUTHORIZED. THE MINUTES OF MEETINGS AT WHICH SUCH VOTES ARE TAKEN SHALL RECORD SUCH DISCLOSURE, ABSTENTION, AND RATIONALE FOR APPROVAL. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF DIRECTORS MET TO REVIEW CEO COMPENSATION COMPARABILITY DATA COMPILED BY AN INDEPENDENT CONSULTANT TO DETERMINE THE COMPENSATION PACKAGES FOR THE CHIEF EXECUTIVE OFFICER WITH THE MEETING CONTEMPORANEOUSLY DOCUMENTED. THIS PROCESS WAS MOST RECENTLY UNDERTAKEN IN 2020 WITH APPROVAL BY THE FULL BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA STATEWIDE COMMUNITY DEVELOPMENT FUND INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 426 D STREET | AddressLine1Txt |
| City | DAVIS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95616 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 831492139 | EIN |
| Primary Activities | COMMUNITY SUPPORT AND DEVELOPMENT | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 10 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA STATEWIDE CERTIFIED DEVELOPMENT CORPORATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt |
|---|---|
| CALIFORNIA STATEWIDE COMMUNITY DEVELOPMENT FUND INC | |
| B | $384,500 |
| CALIFORNIA STATEWIDE COMMUNITY DEVELOPMENT FUND INC | |
| O | $243,000 |