THE SAN JOSE PUBLIC LIBRARY FOUNDATION: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE SAN JOSE PUBLIC LIBRARY FOUNDATION (EIN 77-0142379)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-11
- IRS object ID
- 202013169349301881
- Schema version
- 2019v5.0
- 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 | 2020-11-11T09:40:33-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 270630496 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHAVAN & ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1475 SARATOGA AVE SUITE 180 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 951294951 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770142379 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAN JOSE PUBLIC LIBRARY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SANJ | BusinessNameControlTxt |
| Phone | 4088082174 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 611540 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 951611540 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JASON PAPIER | PersonNm |
| Person Title | CHAIR | PersonTitleTxt |
| Phone | 4088082174 | PhoneNum |
| Signature | 2020-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHELDON CHAVAN | PreparerPersonNm |
| PTIN | P01001593 | PTIN |
| Phone | 4082178749 | PhoneNum |
| Preparation | 2020-11-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 73.202.45.43 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-11 | IPDt |
| IP Tm | 09:40:33 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 23B7079EFFFDF572C36A835232BF1D90CB72000E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D97E77915A216BF21C60C41BFC0439A6AB81FD0B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JASON PAPIER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 611540 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 951611540 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,785,573 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SJPLF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1987 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THE FOUNDATION PROVIDES ADVOCACY AND FINANCIAL SUPPORT TO SAN JOSES PUBLIC LIBRARIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Volunteers | 15 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $4,051,396 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,740,845 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $8,607 | PYInvestmentIncomeAmt |
| CY Investment Income | $37,247 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $4,060,003 | PYTotalRevenueAmt |
| CY Total Revenue | $2,778,092 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,333,956 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,179,093 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $231,424 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $309,094 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $129,256 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $213,323 | PYOtherExpensesAmt |
| CY Other Expenses | $314,413 | CYOtherExpensesAmt |
| PY Total Expenses | $1,778,703 | PYTotalExpensesAmt |
| CY Total Expenses | $2,802,600 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,281,300 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$24,508 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,454,265 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,335,982 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $407,158 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,303,431 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,047,107 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,032,551 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE FOUNDATION PROVIDES ADVOCACY, FINANCIAL SUPPORT, AND LEADERSHIP TO OUR PUBLIC LIBRARIES AND EDUCATIONAL PROGRAMS THROUGHOUT SAN JOSE TO CREATE AN EDUCATED, EQUITABLE, AND ENGAGED COMMUNITY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $135,648 | ExpenseAmt |
| Grant | $120,905 | GrantAmt |
| Desc | LIBRARY BRANCHES SUPPORT: SJPLF SECURES FUNDING FOR THE GENERAL BETTERMENT OF THE 24 BRANCHES COMPRISING THE SAN JOSE PUBLIC LIBRARY SYSTEM. THIS IS OFTEN USED TO AUGMENT EDUCATION PROGRAMS FOR BABIES THROUGH GRADE SCHOOL, PURCHASE ADDITIONAL SUPPLIES, AND PROVIDE CULTURAL PROGRAMS FOR ALL AGES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $550,387 | ExpenseAmt |
| Grant | $356,718 | GrantAmt |
| Desc | LIBRARY PROGRAMS: BUILD A RELATIONSHIP FOR LIFE THROUGH 24 NEIGHBORHOOD LIBRARIES. IN PARTNERSHIP WITH SCHOOLS AND COMMUNITY ORGANIZATIONS, STUDENTS HAVE A SAFE AND WELCOMING SPACE TO COMPLETE SCHOOL ASSIGNMENTS, CONDUCT RESEARCH, AND SOCIALIZE. EARLY EDUCATION PROGRAMS HELP TO PREPARE OUR YOUNGEST RESIDENTS FOR KINDERGARTEN AND THE CODING5K CHALLENGE EXPOSES CHILDREN TO COMPUTER SCIENCE AND STEAM ACTIVITIES TO BUILD THE FUTURE GENERATION OF SILICON VALLEY EMPLOYEES. THERE ARE OPPORTUNITIES FOR CIVIC PARTICIPATION THROUGH PROGRAMS SUCH AS SAN JOSE ENGAGE AND CREATING BRIDGE LIBRARIES IN ISOLATED COMMUNITIES. ADULT EDUCATION IS ENCOURAGED THROUGH PARTNERS IN READING AND CAREER ONLINE HIGH SCHOOL THAT PROVIDES ADULT LEARNERS WITH A FREE WAY TO EARN THEIR HIGH SCHOOL DIPLOMA. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,825,202 | ExpenseAmt |
| Grant | $1,701,470 | GrantAmt |
| Desc | THE SAN JOS LEARNS INITIATIVE ("SJ LEARNS") AIMS TO BOLSTER ACADEMIC ACHIEVEMENT BY FUNDING PROMISING AND INNOVATIVE OUT OF SCHOOL TIME PROGRAMS FOR SAN JOS STUDENTS IN TRANSITIONAL KINDERGARTEN THROUGH THIRD GRADE. SJ LEARNS IS A RESPONSE TO LOW ACADEMIC PERFORMANCE AMONG STUDENTS IN LOW- INCOME COMMUNITIES IN SAN JOS, WHERE APPROXIMATELY HALF OF THIRD-GRADERS ARE NOT PROFICIENT IN ENGLISH LANGUAGE ARTS (ELA)/READING AND MATHEMATICS. HIGH-QUALITY EXTENDED LEARNING PROGRAMS PROVIDE CRUCIAL ACADEMIC SUPPORT FOR STUDENTS WHO ARE STRUGGLING IN THE CLASSROOM AND ARE ESPECIALLY IMPORTANT FOR STUDENTS FROM LOW-INCOME FAMILIES WHO CANNOT AFFORD FEE-BASED ALTERNATIVES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,511,237 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 13 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 4 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THE ORGANIZATION | PersonNm |
| Phone | 4088082174 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 E SAN FERNANDO ST | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95112 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JASON PAPIER | ||||||
| CHAIR | 8.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DERRICK SEAVER | ||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| VENKAT PULLELA | ||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SCOTT WHELTON | ||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RAHUL CHANDHOK | ||||||
| AT LARGE | Yes (X) | $0 | $0 | $0 | ||
| MARK HANCOCK | ||||||
| AT LARGE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN HOGAN | ||||||
| AT LARGE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE KLINE | ||||||
| AT LARGE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JENNIFER LOVING | ||||||
| AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CONSTANCE VON MUEHLEN | ||||||
| AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DANIEL NEWELL | ||||||
| AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JULIANA PAOLI | ||||||
| AT LARGE | Yes (X) | $0 | $0 | $0 | ||
| ANNE RAIMONDI | ||||||
| AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANTHONY RODRIGUEZ | ||||||
| AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KIMBERLY ELLIS-THOMPSON | ||||||
| AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| AMAR VEDI | ||||||
| AT LARGE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DAWN COPPIN | ||||||
| EXECUTIVE DI | 40.00 | Yes (X) | $127,075 | $0 | $9,296 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $127,075 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $9,296 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Government Grants | $1,635,500 | GovernmentGrantsAmt |
| All Other Contributions | $1,105,345 | AllOtherContributionsAmt |
| Noncash Contributions | $123,237 | NoncashContributionsAmt |
| Total Contributions | $2,740,845 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $37,535 | TotalRevenueColumnAmt |
| Exclusion | $37,535 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,193 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,481 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$288 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$288 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$288 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,778,092 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$288 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $37,535 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,179,093 | TotalAmt |
| Program Services | $2,179,093 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,371 | TotalAmt |
| Program Services | $53,657 | ProgramServicesAmt |
| Management And General | $54,398 | ManagementAndGeneralAmt |
| Fundraising | $28,316 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,722 | TotalAmt |
| Program Services | $26,029 | ProgramServicesAmt |
| Management And General | $46,215 | ManagementAndGeneralAmt |
| Fundraising | $53,478 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,880 | TotalAmt |
| Program Services | $7,868 | ProgramServicesAmt |
| Management And General | $9,935 | ManagementAndGeneralAmt |
| Fundraising | $8,077 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,121 | TotalAmt |
| Program Services | $6,421 | ProgramServicesAmt |
| Management And General | $8,108 | ManagementAndGeneralAmt |
| Fundraising | $6,592 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $832 | TotalAmt |
| Fundraising | $832 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,184 | TotalAmt |
| Management And General | $1,308 | ManagementAndGeneralAmt |
| Fundraising | $8,876 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,753 | TotalAmt |
| Program Services | $1,078 | ProgramServicesAmt |
| Management And General | $1,569 | ManagementAndGeneralAmt |
| Fundraising | $1,106 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,999 | TotalAmt |
| Management And General | $3,999 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $676 | TotalAmt |
| Management And General | $676 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OUTSIDE SERVICES | $271,165 | $234,276 | $30,293 | $6,596 |
| DONOR APPRECIATION | $10,364 | $10,364 | ||
| LICENSE AND FEES | $9,647 | $1,662 | $4,150 | $3,835 |
| INSURANCE | $3,483 | $1,059 | $1,337 | $1,087 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $310 | TotalAmt |
| Program Services | $94 | ProgramServicesAmt |
| Management And General | $119 | ManagementAndGeneralAmt |
| Fundraising | $97 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,802,600 | TotalAmt |
| Program Services | $2,511,237 | ProgramServicesAmt |
| Management And General | $162,107 | ManagementAndGeneralAmt |
| Fundraising | $129,256 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,739,130 | BOYAmt |
| EOY | $225,453 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,501,710 | BOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $209,627 | BOYAmt |
| EOY | $521,359 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,121 | BOYAmt |
| EOY | $2,418 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,705 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,705 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $677 | BOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $3,586,752 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,454,265 | BOYAmt |
| EOY | $4,335,982 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,464 | BOYAmt |
| EOY | $62,518 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $382,694 | BOYAmt |
| EOY | $1,240,913 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $407,158 | BOYAmt |
| EOY | $1,303,431 | 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 | $687,650 | BOYAmt |
| EOY | $951,371 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,359,457 | BOYAmt |
| EOY | $2,081,180 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,047,107 | BOYAmt |
| EOY | $3,032,551 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,454,265 | BOYAmt |
| EOY | $4,335,982 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$24,508 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $10,928 | NetUnrlzdGainsLossesInvstAmt |
| Investment Expense | -$976 | InvestmentExpenseAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $620,454 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $592,923 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $658,913 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,051,396 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,740,845 | CurrentTaxYearAmt |
| Total | $8,664,531 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $620,454 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $592,923 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $658,913 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,051,396 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,740,845 | CurrentTaxYearAmt |
| Total | $8,664,531 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $8,664,531 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,400 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,510 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $905 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,607 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,535 | CurrentTaxYearAmt |
| Total | $49,957 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $8,714,488 | TotalSupportAmt |
| Public Support CY170 | 0.99430 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99730 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $101,000 | ContributionsAmt |
| End Year Balance | $101,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,705 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,705 | DepreciationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Rev Etc Audited Fincl Stmt | $2,823,355 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $10,928 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $33,359 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $44,287 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,779,068 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | -$976 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | -$976 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,778,092 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,835,959 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $33,359 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $33,359 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,802,600 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $2,802,600 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 2, PART V, LINE 4 | FormAndLineReferenceDesc |
| Explanation | THE PURPOSE OF THE FOUNDATIONS ENDOWMENT FUND (THE FUND) IS TO SUPPORT CHILDRENS PROGRAMS, RESOURCES, AND MATERIALS AT THE ALMADEN BRANCH OF THE SAN JOSE PUBLIC LIBRARY. CHILDREN ARE DEFINED AS BEING AGE BIRTH TO 14 YEARS OLD. ALL DIRECT CHILDRENS PROGRAM COSTS, INCLUDING MATERIALS, SUPPLIES, EQUIPMENT, PROGRAM PERSONNEL, CAPITAL PROJECTS, RENOVATIONS, COMMUNICATIONS, MAY BE PAID BY THE FUND. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| SAN JOSE PUBLIC LIBRARY | ||||||||||
| 150 E SAN FERNANDO STREET | SAN JOSE | CA | 95112 | GOV | $120,905 | LIBRARY BRANCH SUPP | ||||
| SAN JOSE PUBLIC LIBRARY | ||||||||||
| 150 E SAN FERNANDO STREET | SAN JOSE | CA | 95112 | GOV | $241,081 | LIBRARY PROGRAMS | $115,637 | ACQ | EQUIPMENT | |
| ALUM ROCK SCHOOL DISTRICT | ||||||||||
| 2930 GAY AVE | SAN JOSE | CA | 95127 | GOV | $600,000 | SJ LEARNS | ||||
| FRANKLIN-MCKINLEY SCHOOL DISTRICT | ||||||||||
| 645 WOOL CREEK DRIVE | SAN JOSE | CA | 95112 | GOV | $700,000 | SJ LEARNS | ||||
| CAMPBELL UNION SCHOOL DISTRICT | ||||||||||
| 155 N THIRD ST | CAMPBELL | CA | 95008 | GOV | $260,712 | SJ LEARNS | ||||
| ROCKETSHIP PUBLIC SCHOOLS | ||||||||||
| 350 TWIN DOLPHIN DR | REDWOOD CITY | CA | 94065 | 501C3 | $140,758 | SJ LEARNS | SUITE 109 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION UTILIZES WRITTEN GRANT AWARDS AND AGREEMENTS THAT STIPULATE THE GRANT REQUIREMENTS, CRITERIA FOR DISBURSEMENTS AND ALLOWABLE USE OF GRANT FUNDS. ALL GRANTS ARE APPROVED BY THE BOARD AND FOLLOW THE ORGANIZATION'S DISBURSEMENT POLICIES AND PROCEDURES. THE CITY LIBRARIAN MEETS WITH THE FOUNDATION EXECUTIVE DIRECTOR REGULARLY TO REPORT ON THE PROGRESS OF FUNDS. AT LEAST QUARTERLY A LIBRARY REPRESENTATIVE REPORTS ON USE OF FUNDS AT OUR REGULAR BOARD MEETINGS. FOR LARGER GRANTS AND THOSE THAT REQUIRE ADDITIONAL REPORTING, THE LIBRARY STAFF PROVIDES WRITTEN REPORTS AT LEAST YEARLY. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIRSTEN COPPIN | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SISTER IN-LAW | RelationshipDescriptionTxt |
| Transaction | $2,250 | TransactionAmt |
| Transaction | COMMUNICATION SERV | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART V | FormAndLineReferenceDesc |
| Explanation | AFTER SECURING MULTIPLE QUOTES FROM QUALIFIED ENTITIES, THE SISTER-IN-LAW OF THE FOUNDATION'S EXECUTIVE DIRECTOR WAS HIRED TO PROVIDE COMMUNICATION STRATEGY AND COPYWRITING SERVICES. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $7,481 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | COMPUTER EQUIP | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $115,756 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | ACQUISITION VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 11B | THE TAX RETURN IS PREPARED BY A CERTIFIED PUBLIC ACCOUNTANT THEN REVIEWED BY THE EXECUTIVE DIRECTOR, TREASURER AND THE BOARD OF DIRECTORS FOR APPROVAL. |
| FORM 990, PAGE 6, PART VI, LINE 12C | ALL OFFICERS/DIRECTORS ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS PRIOR TO BECOMING A BOARD MEMBER AND ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS AS THEY ARISE WHILE SERVING ON THE BOARD. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE EDS COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS. THE COMPENSATION PACKAGE WAS DEVELOPED BY REVIEWING MARKET SURVEYS WHICH PROVIDED COMPENSATION RANGES BASED ON COMPARABLE NON-PROFIT ORGANIZATIONS, LOCATION, ORGANIZATION SIZE AND THE EDS RESPONSIBILITY LEVEL. THE BOARD ALSO TOOK INTO CONSIDERATION THE FOLLOWING: RELATIONSHIP OF THE ED'S COMPENSATION TO THE COMPENSATION OF OTHER EMPLOYEES, THE COMPLEXITY OF THE ORGANIZATION AND ITS SIZE, THE JOB DUTIES OF THE ED, THE INDIVIDUALS SALARY HISTORY, AND THE VALUE OF THE SERVICE CAPACITY OF THE ED TO THE ORGANIZATION. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC THROUGH ITS WEBSITE OR DIRECTLY UPON REQUEST. |