CANDID: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CANDID (EIN 13-1837418)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-03
- IRS object ID
- 202542469349301214
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-03T16:30:50-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331374517 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE SUITE 301 | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105281633 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131837418 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CANDID | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CAND | BusinessNameControlTxt |
| Phone | 2126204230 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32 OLD SLIP 24TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SAMANTHA BARBEE | PersonNm |
| Person Title | CHIEF OF OPER AND FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 2126204230 | PhoneNum |
| Signature | 2025-06-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EVA MRUK | PreparerPersonNm |
| PTIN | P00543254 | PTIN |
| Phone | 9143818900 | PhoneNum |
| Preparation | 2025-09-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SAMANTHA BARBEE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32 OLD SLIP 24TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $71,011,693 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CANDID.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1956 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | CANDID GETS YOU THE INFORMATION YOU NEED TO DO GOOD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 232 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | $34,997 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,769,879 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,253,145 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $33,025,623 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $33,665,747 | CYProgramServiceRevenueAmt |
| PY Investment Income | $966,328 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,585,152 | CYInvestmentIncomeAmt |
| PY Other Revenue | $450,638 | PYOtherRevenueAmt |
| CY Other Revenue | $356,845 | CYOtherRevenueAmt |
| PY Total Revenue | $43,212,468 | PYTotalRevenueAmt |
| CY Total Revenue | $40,860,889 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $21,039,590 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $19,263,947 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,496,687 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $14,983,357 | PYOtherExpensesAmt |
| CY Other Expenses | $13,838,494 | CYOtherExpensesAmt |
| PY Total Expenses | $36,022,947 | PYTotalExpensesAmt |
| CY Total Expenses | $33,102,441 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $7,189,521 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,758,448 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $100,177,752 | TotalAssetsBOYAmt |
| Total Assets EOY | $106,946,485 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $30,594,864 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $27,729,932 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $69,582,888 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $79,216,553 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $12,446,517 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $33,060,010 | RevenueAmt |
| Desc | SEE SCHEDULE O - FOR NARRATIVE ON PRODUCTS | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,838,645 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $406,257 | RevenueAmt |
| Desc | SEE SCHEDULE O - FOR NARRATIVE ON PUBLIC INTEREST AND OTHER PROGRAMS | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,217,855 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $199,480 | RevenueAmt |
| Desc | SEE SCHEDULE O - FOR NARRATIVE ON DATA COLLECTION AND ANALYSIS | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $23,503,017 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 52 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 232 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SAMANTHA BARBEE CHIEF OF OPERATING | PersonNm |
| Phone | 2126204230 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32 OLD SLIP 24TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100053500 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| MELISSA BERMAN | ||||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DONNA MURRAY-BROWN | ||||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BRIAN TRELSTAD | ||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ANA MARIE ARGILAGOS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ESTHER T BENJAMIN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN BROTHERS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KAMI DAR | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NAILA FAROUKY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARIA DEL ROSARIO GALLEGO GARCIA | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MATT GEE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN GOODALL | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROMANITA HAIRSTON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NEAL HEGARTY | ||||||||
| TRUSTEE, THRU FEBRUARY 2024 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DEBORAH D HOOVER | ||||||||
| TRUSTEE, THRU FEBRUARY 2024 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KENNETH M JONES | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MOSUN LAYODE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RHETT N MABRY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LYLE MATTHEW KAN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANAHITA TAFVIZI | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANGELA F WILLIAMS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANN MEI CHANG | ||||||||
| CEO | 50.00 | Yes (X) | $420,913 | $0 | $49,863 | |||
| SAMANTHA BARBEE CHIEF OPER | ||||||||
| & FINANCIAL OFFICER, AS OF 5/6/24 | 50.00 | Yes (X) | $195,376 | $0 | $25,803 | |||
| MIZMUN KUSAIRI | ||||||||
| SECRETARY/VP OF PLANNING | 50.00 | Yes (X) | $231,687 | $0 | $36,951 | |||
| CATHERINE WILLIAMS | ||||||||
| CHIEF DATA OFFICER | 50.00 | Yes (X) | $57,991 | $0 | $4,637 | |||
| KEVIN L MULDER | ||||||||
| VP OF TECHNOLOGY | 50.00 | $303,673 | $0 | $80,049 | Yes (X) | |||
| JOSE RODRIGUEZ | ||||||||
| SR. DIR. OF STRATEGIC PARTNERSHIPS | 50.00 | $345,697 | $0 | $32,379 | Yes (X) | |||
| JOHN GONZALEZ | ||||||||
| VP OF PRODUCT MANAGEMENT | 50.00 | $308,769 | $0 | $77,118 | Yes (X) | |||
| TRACY L WAKSLER | ||||||||
| VP OF GROWTH | 50.00 | $281,069 | $0 | $43,416 | Yes (X) | |||
| DEANCA DICKEY | ||||||||
| VP OF TALENT | 50.00 | $230,006 | $0 | $32,375 | Yes (X) | |||
| ALEDA GAGARIN | ||||||||
| VP OF INFLUENCE | 50.00 | $227,357 | $0 | $60,185 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,602,538 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $442,776 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 93 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| VENTION SOLUTIONS INC | |||||
| 697 MILL CREEK ROAD SUITE 13 | MANAHAWKIN | NJ | 08050 | SOFTWARE DEVELOPMENT CONSULTING | $2,081,579 |
| DRIVENDATA INC | |||||
| 700 COLORADO BOULEVARD 611 | DENVER | CO | 80206 | DATA SCIENCE & ENGINEERING CONSULTING | $450,980 |
| BAS CONSULTING GROUP LLC | |||||
| 30 N GOULD ST STE R | SHERIDAN | WY | 82801 | FINANCE CONSULTING | $270,000 |
| PKF O'CONNOR DAVIES LLP | |||||
| 500 MAMARONECK AVE SUITE 301 | HARRISON | NY | 10528 | AUDIT AND TAX CONSULTING | $252,268 |
| BLUE STATE | |||||
| 200 BROADWAY 3RD FLOOR | NEW YORK | NY | 10038 | WEBSITE PLANNING & DESIGN CONSULTING | $230,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 13 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $4,253,145 | AllOtherContributionsAmt |
| Total Contributions | $4,253,145 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PRODUCT REVENUE | 611710 | $33,060,010 | $33,060,010 |
| CANDID TRAINING | 611710 | $376,911 | $376,911 |
| CANDID COMMUNITY | 611710 | $29,346 | $29,346 |
| FOUNDATION WEB BUILDER | 611710 | $932 | $932 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $198,548 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $198,548 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $33,665,747 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,068,013 | TotalRevenueColumnAmt |
| Exclusion | $2,068,013 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $54,840 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $20,000 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $34,840 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $34,840 | TotalRevenueColumnAmt |
| Exclusion | $34,840 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $30,647,943 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $30,130,804 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $517,139 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $517,139 | TotalRevenueColumnAmt |
| Exclusion | $517,139 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MISC. INCOME | 541800 | $287,008 | $287,008 | |
| SPONSORED WEBINARS | 541800 | $34,997 | $34,997 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $322,005 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $40,860,889 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $33,665,747 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $34,997 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,907,000 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,406,943 | TotalAmt |
| Program Services | $1,067,401 | ProgramServicesAmt |
| Management And General | $253,790 | ManagementAndGeneralAmt |
| Fundraising | $85,752 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,695,880 | TotalAmt |
| Program Services | $10,390,606 | ProgramServicesAmt |
| Management And General | $2,470,525 | ManagementAndGeneralAmt |
| Fundraising | $834,749 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,118,575 | TotalAmt |
| Program Services | $848,625 | ProgramServicesAmt |
| Management And General | $201,774 | ManagementAndGeneralAmt |
| Fundraising | $68,176 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,008,914 | TotalAmt |
| Program Services | $1,524,096 | ProgramServicesAmt |
| Management And General | $362,377 | ManagementAndGeneralAmt |
| Fundraising | $122,441 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,033,635 | TotalAmt |
| Program Services | $784,184 | ProgramServicesAmt |
| Management And General | $186,452 | ManagementAndGeneralAmt |
| Fundraising | $62,999 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $195,122 | TotalAmt |
| Management And General | $195,122 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $231,756 | TotalAmt |
| Management And General | $231,756 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,000 | TotalAmt |
| Management And General | $42,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $184,593 | TotalAmt |
| Management And General | $184,593 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167,513 | TotalAmt |
| Program Services | $128,485 | ProgramServicesAmt |
| Management And General | $38,210 | ManagementAndGeneralAmt |
| Fundraising | $818 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $661,711 | TotalAmt |
| Program Services | $661,711 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,146,963 | TotalAmt |
| Program Services | $214,201 | ProgramServicesAmt |
| Management And General | $917,862 | ManagementAndGeneralAmt |
| Fundraising | $14,900 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,515,110 | TotalAmt |
| Program Services | $4,391,518 | ProgramServicesAmt |
| Management And General | $1,033,876 | ManagementAndGeneralAmt |
| Fundraising | $89,716 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,969,626 | TotalAmt |
| Program Services | $1,317,288 | ProgramServicesAmt |
| Management And General | $567,251 | ManagementAndGeneralAmt |
| Fundraising | $85,087 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $943,573 | TotalAmt |
| Program Services | $491,928 | ProgramServicesAmt |
| Management And General | $416,659 | ManagementAndGeneralAmt |
| Fundraising | $34,986 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,615 | TotalAmt |
| Program Services | $65,615 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,044,849 | TotalAmt |
| Program Services | $1,374,404 | ProgramServicesAmt |
| Management And General | $582,996 | ManagementAndGeneralAmt |
| Fundraising | $87,449 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,356 | TotalAmt |
| Program Services | $151,104 | ProgramServicesAmt |
| Management And General | $64,638 | ManagementAndGeneralAmt |
| Fundraising | $9,614 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| STAFF DEVELOPMENT | $388,743 | $53,111 | $335,632 |
| REPAIRS AND MAINTENANCE | $31,405 | $31,405 | |
| BAD DEBT EXPENSE | $17,224 | $17,224 | |
| SALES TAX EXPENSE | $7,085 | $7,085 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $250 | TotalAmt |
| Program Services | $250 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,102,441 | TotalAmt |
| Program Services | $23,503,017 | ProgramServicesAmt |
| Management And General | $8,102,737 | ManagementAndGeneralAmt |
| Fundraising | $1,496,687 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,501,125 | BOYAmt |
| EOY | $2,837,665 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,868,829 | BOYAmt |
| EOY | $8,580,731 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,891,599 | BOYAmt |
| EOY | $1,553,126 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,650,992 | BOYAmt |
| EOY | $1,593,688 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $576,607 | BOYAmt |
| EOY | $1,001,740 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $51,808,172 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $22,292,842 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,404,010 | BOYAmt |
| EOY | $29,515,330 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,180,328 | BOYAmt |
| EOY | $53,150,819 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,104,262 | BOYAmt |
| EOY | $8,713,386 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,177,752 | BOYAmt |
| EOY | $106,946,485 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,960,826 | BOYAmt |
| EOY | $1,522,731 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,783,564 | BOYAmt |
| EOY | $14,132,976 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,850,474 | BOYAmt |
| EOY | $12,074,225 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,594,864 | BOYAmt |
| EOY | $27,729,932 | 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 | $58,724,942 | BOYAmt |
| EOY | $69,751,251 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,857,946 | BOYAmt |
| EOY | $9,465,302 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,582,888 | BOYAmt |
| EOY | $79,216,553 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,177,752 | BOYAmt |
| EOY | $106,946,485 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $7,758,448 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,781,832 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $93,385 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,331,121 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,672,424 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,177,743 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,769,879 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,253,145 | CurrentTaxYearAmt |
| Total | $56,204,312 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,331,121 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,672,424 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,177,743 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,769,879 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,253,145 | CurrentTaxYearAmt |
| Total | $56,204,312 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $13,349,287 | SubstantialContributorsTotAmt |
| Public Support Total170 | $42,855,025 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $293,548 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,873 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,097,975 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,583,407 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,122,853 | CurrentTaxYearAmt |
| Total | $5,119,656 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,064,486 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $87,673 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,792 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $351,636 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $287,008 | CurrentTaxYearAmt |
| Total | $1,821,595 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $63,145,563 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $159,155,716 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.67870 | PublicSupportCY170Pct |
| Public Support PY170 | 0.66080 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | VENDING MACHINE INCOME - 2020 AMOUNT: $ 340. 2021 AMOUNT: $ 351. 2022 AMOUNT: $ 360. MISC INCOME - 2020 AMOUNT: $ 1,064,146. 2021 AMOUNT: $ 50,682. 2022 AMOUNT: $ 30,432. 2023 AMOUNT: $ 132,676. 2024 AMOUNT: $ 287,008. TAX REFUNDS - 2021 AMOUNT: $ 36,640. WRITE-OFF OF ACCRUED EXPENSES - 2023 AMOUNT: $ 218,960. | ExplanationTxt |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $42,000 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $42,000 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | CANDID ENGAGED LIGHTHOUSE PUBLIC AFFAIRS, LLC TO LOBBY AND SECURE FAVORABLE AMENDMENTS TO CALIFORNIA ASSEMBLY BILL 488 IN REGARDS TO THE REGULATION OF CHARITABLE FUNDRAISING PLATFORMS AND PLATFORM CHARITIES. LIGHTHOUSE PUBLIC AFFAIRS, LLC WAS PAID $42,000 FOR THEIR SERVICES FOR THE YEAR ENDING DECEMBER 31, 2024. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,489,814 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,234,853 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $18,724,667 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,121,195 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,368,619 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $17,489,814 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,466,592 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$2,345,397 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $16,121,195 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,729,532 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3,979,318 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $22,708,850 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,367,766 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,361,766 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $18,729,532 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.90846 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.09154 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,136,019 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,230,176 | DepreciationAmt |
| Book Value | $1,905,843 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,188,655 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,134,833 | DepreciationAmt |
| Book Value | $53,822 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $45,483,498 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,927,833 | DepreciationAmt |
| Book Value | $27,555,665 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $29,515,330 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RIGHT OF USE ASSET - OPERATING LEASES | Desc |
| Book Value | $8,713,386 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $8,713,386 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCUMULATED POSTRETIREMENT BENEFIT OBLIGATION | $808,857 |
| RIGHT OF USE LIABILITIES - OPERATING LEASES | $11,265,368 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $12,074,225 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $42,586,513 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,781,832 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $15,000 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $113,385 | OtherRevenueAmt |
| Revenue Not Reported | $1,910,217 | RevenueNotReportedAmt |
| Revenue Subtotal | $40,676,296 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $184,593 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $184,593 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $40,860,889 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $32,952,848 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $15,000 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $20,000 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $35,000 | ExpensesNotReportedAmt |
| Expenses Subtotal | $32,917,848 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $184,593 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $184,593 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $33,102,441 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | CANDID'S ENDOWMENT FUNDS AND BOARD-DESIGNATED AMOUNTS FOR LONG-TERM INVESTMENT CONSIST OF PERMANENTLY RESTRICTED NET ASSETS (ENDOWMENT FUNDS) AND A BOARD-DESIGNATED AMOUNT FOR LONG-TERM INVESTMENT. THE PERMANENTLY RESTRICTED NET ASSETS (ENDOWMENT FUNDS) ARE SUBJECT TO DONOR-IMPOSED STIPULATIONS THAT THE PRINCIPAL BE MAINTAINED PERMANENTLY BY CANDID. CANDID HAS THREE SEPARATE ENDOWMENTS AND IT IS PERMITTED TO USE THE INCOME EARNED ON THE RELATED INVESTMENTS FOR GENERAL PURPOSES, LIBRARY ACQUISITIONS AND PUBLIC EDUCATION. THE BOARD-DESIGNATED AMOUNT FOR LONG-TERM INVESTMENT IS A FUND SET ASIDE BY THE BOARD OF TRUSTEES FOR LONG-TERM INVESTMENT THAT ENSURE CANDID'S FINANCIAL STRENGTH AND AGILITY, AND PROVIDE A RESERVE FUND IN THE EVENT OF A FINANCIAL EMERGENCY. |
| PART X, LINE 2: | CANDID RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT CANDID HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. CANDID IS NO LONGER SUBJECT TO EXAMINATION BY THE APPLICABLE JURISDICTIONS FOR PERIODS PRIOR TO DECEMBER 31, 2021. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES REPORTED ON PART VIII, LINE 6B 20,000. POSTRETIREMENT CHANGES OTHER THAN NET PERIODIC BENEFIT COST 93,385. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES REPORTED ON PART VIII, LINE 6B 20,000. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | AS OF DECEMBER 31, 2024, AN ACTUARIAL GAIN OF $93,385 WAS NOT YET RECOGNIZED AS A COMPONENT OF NET PERIODIC POSTRETIREMENT BENEFIT COST. THIS GAIN IS RECORDED ON THE DECEMBER 31, 2024 STATEMENT OF CHANGES IN NET ASSETS WITHOUT DONOR RESTRICTIONS. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (1) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANN MEI CHANG | ||||||||||||||
| CEO | $415,122 | $0 | $5,275 | $0 | $516 | $0 | $32,775 | $0 | $17,088 | $0 | $470,776 | $0 | $0 | $0 |
| JOHN GONZALEZ | ||||||||||||||
| VP OF PRODUCT MANAGEMENT | $307,977 | $0 | $0 | $0 | $792 | $0 | $30,381 | $0 | $46,737 | $0 | $385,887 | $0 | $0 | $0 |
| KEVIN L MULDER | ||||||||||||||
| VP OF TECHNOLOGY | $303,490 | $0 | $0 | $0 | $183 | $0 | $30,240 | $0 | $49,809 | $0 | $383,722 | $0 | $0 | $0 |
| JOSE RODRIGUEZ | ||||||||||||||
| SR. DIR. OF STRATEGIC PARTNERSHIPS | $191,206 | $0 | $0 | $0 | $154,491 | $0 | $18,105 | $0 | $14,274 | $0 | $378,076 | $0 | $0 | $0 |
| TRACY L WAKSLER | ||||||||||||||
| VP OF GROWTH | $280,034 | $0 | $0 | $0 | $1,035 | $0 | $25,770 | $0 | $17,646 | $0 | $324,485 | $0 | $0 | $0 |
| ALEDA GAGARIN | ||||||||||||||
| VP OF INFLUENCE | $227,237 | $0 | $0 | $0 | $120 | $0 | $16,576 | $0 | $43,609 | $0 | $287,542 | $0 | $0 | $0 |
| MIZMUN KUSAIRI | ||||||||||||||
| SECRETARY/VP OF PLANNING | $231,448 | $0 | $0 | $0 | $239 | $0 | $22,263 | $0 | $14,688 | $0 | $268,638 | $0 | $0 | $0 |
| DEANCA DICKEY | ||||||||||||||
| VP OF TALENT | $229,490 | $0 | $0 | $0 | $516 | $0 | $16,427 | $0 | $15,948 | $0 | $262,381 | $0 | $0 | $0 |
| SAMANTHA BARBEE CHIEF OPER | ||||||||||||||
| & FINANCIAL OFFICER, AS OF 5/6/24 | $195,075 | $0 | $0 | $0 | $301 | $0 | $17,229 | $0 | $8,574 | $0 | $221,179 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | REFER TO THE EXPLANATION FOR FORM 990, PART VI, SECTION B, LINE 15 ON SCHEDULE O. |
| PART I, LINE 4A | JOSE RODRIGUEZ RECEIVED A SEVERANCE PAYMENT OF $58,717 INCLUDED IN HIS 2024 W-2. |
| PART I, LINE 5 | JOSE RODRIGUEZ, SENIOR DIRECTOR OF STRATEGIC PARTNERSHIPS & CHANNELS, RECEIVED A COMMISSION PAYMENT OF $21,266 BASED ON HIS INDIVIDUAL SALES DURING CALENDAR YEAR 2024. |
| PART I, LINE 7 | CERTAIN OFFICERS AND OTHER EMPLOYEES LISTED ON SCHEDULE J, PART II RECEIVED TAXABLE DISCRETIONARY BONUSES INCLUDED IN THEIR 2024 W-2S. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 1: | EVERY YEAR, MILLIONS OF NONPROFITS SPEND TRILLIONS OF DOLLARS AROUND THE WORLD. CANDID FINDS OUT WHERE THAT MONEY COMES FROM, WHERE IT GOES, AND WHY IT MATTERS. THIS GIVES US A UNIQUE PLATFORM WHERE WE CAN SURFACE DATA AND INSIGHTS TO INFORM DECISION-MAKING, STREAMLINE THE GRANTMAKING PROCESS, AND ENSURE MORE EQUITABLE ACCESS TO FUNDING. CANDID GETS YOU THE INFORMATION YOU NEED TO DO GOOD. |
| FORM 990, PART III, LINE 4A: | PRODUCT PROGRAM ACCOMPLISHMENTS IN 2024 INCLUDE THE FOLLOWING: CANDID OFFERS A VARIETY OF PRODUCTS AND SERVICES TO SUPPORT THE SOCIAL SECTOR. THESE INCLUDE A COMPREHENSIVE FUNDRAISING DATABASE OF GRANTMAKERS AND GRANTS, A DATABASE OF NONPROFITS THAT HELPS DONORS SUPPORT THE CAUSES THEY CARE ABOUT, CUSTOM TRAINING COURSES, APIS THAT THAT POWER WEBSITES AND APPLICATIONS WITH CANDID'S COMPREHENSIVE SOCIAL SECTOR DATA, AND MORE. IN 2024, WE WERE HARD AT WORK ON OUR NEWEST PRODUCT: CANDID SEARCH. CANDID SEARCH AIMS TO SYNTHESIZE ANSWERS TO YOUR QUESTIONS ABOUT THE SOCIAL SECTOR ALL IN ONE PLACE, BRINGING TOGETHER KEY FEATURES OF OUR FLAGSHIP PRODUCTS SUCH AS FOUNDATION DIRECTORY, GUIDESTAR/CHARITY CHECK, SEALS OF TRANSPARENCY, 990 FINDER, PHILANTHROPY NEWS DIGEST, CANDID LEARNING, FOUNDATION MAPS, AND MORE. AS WE GEAR UP TO LAUNCH CANDID SEARCH IN LATE-2025, WE'VE BEEN ROLLING OUT MARKET-CHANGING FEATURES AND GATHERING FEEDBACK TO REFINE THEM ALONG THE WAY. |
| FORM 990, PART III, LINE 4B: | MAJOR PUBLIC INTEREST & OTHER PROGRAMS ACCOMPLISHMENTS IN 2024 INCLUDE THE FOLLOWING: TODAY, 95% OF USERS ACCESS CANDID'S DATA FOR FREE. CANDID'S TOOLS AND RESOURCES HELP NONPROFITS FIND FUNDING, INCREASE THEIR VISIBILITY, AND BUILD SKILLS AND KNOWLEDGE. THERE ARE SEVERAL WAYS WE MAKE OUR RESOURCES ACCESSIBLE, PARTICULARLY TO SMALLER, UNDER-RESOURCED NONPROFITS. NEARLY ALL OF OUR TRAINING CONTENT ON CANDID LEARNING IS AVAILABLE FOR FREE. FOUNDATION DIRECTORY AND CANDID PROFILES ON GUIDESTAR ARE AVAILABLE FOR FREE USE AT OUR CANDID COMMUNITY PARTNER IN 1,806 LOCATIONS ACROSS THE COUNTRY. TO ENSURE THAT FINANCIAL RESOURCES AND GEOGRAPHIC LOCATION ARE NEVER A BARRIER, OUR GO FOR GOLD INITIATIVE ALLOWS 501C3 ORGANIZATIONS WITH BUDGETS OF LESS THAN $1 MILLION TO ACCESS A FREE SUBSCRIPTION TO FOUNDATION DIRECTORY ESSENTIAL IF THEY FILL OUT THEIR CANDID PROFILE AND EARN A GOLD SEAL OF TRANSPARENCY. OUR FREE VIRTUAL LIBRARY OF CURATED EBOOKS AND AUDIOBOOKS COVERS TOPICS PERTINENT TO THE SOCIAL SECTOR SUCH AS FUNDRAISING, NONPROFIT MANAGEMENT, SOCIAL ENTREPRENEURSHIP, AND BOARD DEVELOPMENT. AND OUR ONLINE LIBRARIAN SERVICE MAKES IT EASY FOR PEOPLE TO ENGAGE WITH OUR TEAM OF EXPERTS TO GET ANSWERS TO THEIR QUESTIONS ABOUT FOUNDATIONS, PHILANTHROPY, FUNDRAISING, AND NONPROFITS. IN 2024, WE HAD 56,000 TRAINING REGISTRANTS TO OUR FREE PROFESSIONAL DEVELOPMENT COURSES, 1,700 FREE SUBSCRIPTIONS REDEEMED THROUGH OUR GO FOR GOLD INITIATIVE, AND 1,710 LOCATIONS NOW PROVIDING FREE, LOCAL ACCESS TO OUR TOOLS AND SERVICES (AN 80% INCREASE OVER 2023). |
| FORM 990, PART III, LINE 4C: | MAJOR DATA COLLECTION & ANALYSIS ACCOMPLISHMENTS IN 2024 INCLUDE THE FOLLOWING: DATA IS THE CORNERSTONE OF CANDID'S VALUE TO THE SOCIAL SECTOR. WE COLLECT DATA FROM THE IRS AND OTHER GOVERNMENT AGENCIES AROUND THE WORLD, FROM FUNDERS AND NONPROFITS DIRECTLY, AND OTHER SOURCES. THIS DATA IS THEN CLEANED AND CODED ACCORDING TO OUR TAXONOMY SO THAT IT'S EASY TO FIND USEFUL INFORMATION. WE ARE EXPANDING OUR DATA COLLECTION EFFORTS BY BUILDING PARTNERSHIPS AND INCREASING THE NUMBER OF ORGANIZATIONS THAT SHARE THEIR DATA WITH US. OUR DATA IS UPDATED DAILY AS PARTNERS SUBMIT IT AND/OR WE FIND NEW DATA SOURCES. IN 2024, WE FOCUSED ON INCREASING THE FRESHNESS, QUALITY, AND COMPREHENSIVENESS OF OUR DATA. WE HELP THE FIELD MAKE MEANING OF CANDID DATA THROUGH OUR RESEARCH REPORTS AND BLOGS WHICH SHOWCASE HOW CANDID DATA CAN EXPLAIN WHAT IS HAPPENING IN THE SECTOR. IN 2024, WE PRODUCED TWO RESEARCH REPORTS, TWO KEY FACTS PIECES, AND PUBLISHED 16 THOUGHT LEADERSHIP PIECES INFORMED BY OUR DATA AND RESEARCH. |
| FORM 990, PART VI, SECTION B, LINE 11B | CANDID'S FORM 990 IS PREPARED BY THE OUTSIDE ACCOUNTING FIRM, PKF O'CONNOR DAVIES. THE FORM 990 IS THEN REVIEWED BY THE ORGANIZATION'S CHIEF OPERATING AND FINANCIAL OFFICER AND CEO. SUBSEQUENTLY, THE AUDIT COMMITTEE OF CANDID'S BOARD OF TRUSTEES AND THE FULL BOARD RECEIVE AN ELECTRONIC COPY OF THE FORM 990 AND REVIEWS THE RETURN. AFTER RESPONDING TO ALL INQUIRIES AND MAKING ANY NECESSARY CHANGES, THE FINAL FORM 990 IS PROVIDED TO ALL MEMBERS OF THE BOARD PRIOR TO ITS FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | A CONFLICT OF INTEREST DISCLOSURE STATEMENT IS OBTAINED ANNUALLY FROM ALL TRUSTEES, OFFICERS, MANAGER AND OTHER KEY EMPLOYEES WHO ARE CURRENTLY SERVING CANDID. A REPORT SUMMARIZING THE DISCLOSURE STATEMENTS IS PROVIDED TO THE BOARD OF TRUSTEES ANNUALLY. IT IS CANDID'S POLICY THAT IN THE EVENT OF A CONFLICT THE FOLLOWING IS DONE: IF THERE IS A CONFLICT RELEVANT TO A MATTER REQUIRING ACTION BY THE BOARD OF TRUSTEES, THE INTERESTED PERSON SHALL CALL IT TO THE ATTENTION OF THE BOARD OF TRUSTEES, AND THE TRUSTEE CONCERNED SHALL NOT VOTE ON THE MATTER. MOREOVER, THE PERSON HAVING A CONFLICT MAY ANSWER QUESTIONS THAT SHALL ARISE FROM THE BOARD OF TRUSTEES, BUT SHALL RETIRE FROM THE ROOM IN WHICH THE BOARD IS MEETING AND SHALL NOT PARTICIPATE IN ANY DELIBERATION OR DECISION REGARDING THE MATTER UNDER CONSIDERATION. WHEN THERE IS DOUBT AS TO WHETHER A CONFLICT OF INTEREST EXISTS, THE MATTER SHALL BE RESOLVED BY VOTE OF THE BOARD OF TRUSTEES OR ITS COMMITTEE, EXCLUDING FROM THE ROOM AND THE VOTE THE PERSON WHOSE SITUATION WILL BE DISCUSSED. WHEN A CONFLICT OF INTEREST ARISES FOR ANY STAFF MEMBER EXCEPT THE PRESIDENT, THAT STAFF MEMBER SHALL REPORT IT TO THE CEO IN WRITING. A CONFLICT OF INTEREST RELATING TO THE CEO SHALL BE REPORTED IN WRITING TO THE CHAIR OF THE BOARD. IN ADDITION, IF THE CONFLICTED PARTY HAS A SUBSTANTIAL FINANCIAL INTEREST IN THE MATTER, THE BOARD WOULD NEED TO CONSIDER ALTERNATIVES. |
| FORM 990, PART VI, SECTION B, LINE 15 | CANDID'S BOARD OF TRUSTEES, CONSISTING OF INDEPENDENT PERSONS, ESTABLISHES COMPENSATION FOR THE CEO AND REVIEWS THE COMPENSATION FOR THE OTHER OFFICER(S) AND VICE PRESIDENTS ON AN ANNUAL BASIS. PRIOR TO MAKING COMPENSATION DECISIONS, THE BOARD OBTAINS INFORMATION ON THE COMPENSATION OF FUNCTIONALLY COMPARABLE POSITIONS FOR SIMILARLY QUALIFIED PERSONS AT SIMILARLY SITUATED ORGANIZATIONS AND/OR BENCHMARK SALARIES FOR SELECT POSITIONS OBTAINED FROM SALARY SURVEYS. DOCUMENTATION OF THE DELIBERATIONS AND DECISIONS WERE MADE VIA EMAIL. THE COMPENSATION REVIEW PROCESS WAS LAST UNDERTAKEN IN OCTOBER 2022. |
| FORM 990, PART VI, SECTION C, LINE 19 | CANDID'S AUDITED FINANCIAL STATEMENTS AND ANNUAL REPORT FOR THE PAST FIVE YEARS ARE POSTED ON ITS WEBSITE AND ARE DOWNLOADABLE. IN ADDITION, GOVERNANCE AND STAFFING POLICIES ARE POSTED, INCLUDING THE CODE OF CONDUCT (WHICH INCLUDES THE CONFLICT OF INTEREST POLICY), DIVERSITY STATEMENT AND THE EXECUTIVE COMPENSATION POLICY. |
| FORM 990, PART XI, LINE 9: | POSTRETIREMENT CHANGES OTHER THAN NET PERIODIC BENEFIT COST 93,385. |
| FORM 990, PART XII, LINE 2C: | CANDID DID NOT CHANGE EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. |