THE CENTER TO PROMOTE HEALTHCARE ACCESS INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE CENTER TO PROMOTE HEALTHCARE ACCESS INC (EIN 59-3831966)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-06-23
- IRS object ID
- 202041759349300644
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-23T13:43:12-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12657 ALCOSTA BLVD STE 500 | AddressLine1Txt |
| City | SAN RAMON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 945834600 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593831966 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CENTER TO PROMOTE HEALTHCARE | BusinessNameLine1Txt |
| Business Name Line2 | ACCESS INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CENT | BusinessNameControlTxt |
| Phone | 5108341300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1951 WEBSTER STREET 2ND FLOOR | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94612 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT PHILLIPS | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 5108341300 | PhoneNum |
| Signature | 2020-06-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW PETROSKI | PreparerPersonNm |
| PTIN | P00853132 | PTIN |
| Phone | 9257902600 | PhoneNum |
| Preparation | 2020-06-19 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 34.104.2.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-19 | IPDt |
| IP Tm | 12:55:46 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3DEC03AD850C6FD952F9D7BE3536A1E31300727C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-11-06 18:47:13Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLUMA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROBERT PHILLIPS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1951 WEBSTER STREET 2ND FLOOR | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $30,244,874 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SOCIALINTEREST.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2006 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | DEVELOP & IMPLEMENT TECHNOLOGY THAT PROVIDES EFFICIENT ACCESS TO HEALTH & OTHER SOCIAL SERVICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 142 | TotalEmployeeCnt |
| Total Volunteers | 7 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $9,481 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $30,450,382 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $29,309,824 | CYProgramServiceRevenueAmt |
| PY Investment Income | $272,568 | PYInvestmentIncomeAmt |
| CY Investment Income | $935,050 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $30,732,431 | PYTotalRevenueAmt |
| CY Total Revenue | $30,244,874 | 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 | $15,929,157 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $18,448,095 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $844,010 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $20,342,300 | PYOtherExpensesAmt |
| CY Other Expenses | $21,635,827 | CYOtherExpensesAmt |
| PY Total Expenses | $36,271,457 | PYTotalExpensesAmt |
| CY Total Expenses | $40,083,922 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$5,539,026 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$9,839,048 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $40,741,155 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,817,630 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,226,894 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,142,417 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $36,514,261 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $26,675,213 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE CENTER TO PROMOTE HEALTHCARE ACCESS, INC. (THE "CENTER"), DBA ALLUMA, IS DEDICATED TO THE ONGOING IMPLEMENTATION AND DEVELOPMENT OF TECHNOLOGY THAT PROVIDES EFFICIENT ACCESS TO HEALTH AND OTHER SOCIAL SERVICES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $24,049,356 | ExpenseAmt |
| Revenue | $26,976,670 | RevenueAmt |
| Desc | ALLUMA SUPPORTS ARIZONA INTEGRATED ELIGIBILITY AND ENROLLMENT SYSTEM THAT CURRENTLY SUPPORTS MEDICAID, CHIP, LTC, SNAP, TANF AND LOCAL HEALTH PROGRAMS. THE SOLUTION SUPPORTS APPROXIMATELY 2 MILLION ARIZONA RESIDENTS ABILITY TO SUBMIT ONLINE APPLICATIONS FOR MEDICAID AND OTHER PROGRAMS VIA THE HEALTH-E-ARIZONA PLUS (HEAPLUS) SOLUTION, IMPLEMENTED IN 2013. HEAPLUS INCLUDES THREE ROUTES THROUGH WHICH APPLICATIONS CAN BE SUBMITTED: CONSUMER OR ASSISTOR APPLICATIONS SUBMITTED ONLINE, WORKER ENTERED APPLICATIONS THAT ARE TAKEN FROM APPLICATIONS SUBMITTED ON PAPER, OVER THE PHONE OR IN PERSON INTERVIEWS OR AUTOMATED APPLICATIONS SUBMITTED BY THE FEDERAL GOVERNMENT ON BEHALF OF THE CONSUMERS. THE SYSTEM IS COMPLIANT WITH THE AFFORDABLE CARE ACT AND, AS SUCH, IS HIGHLY INTEGRATED WITH OTHER SUPPORT SYSTEMS TO REDUCE THE BURDEN ON CONSUMERS SUBMITTING APPLICATIONS. HEAPLUS ALSO SUPPORTS MORE THAN 200 COMMUNITY PARTNER ORGANIZATIONS THROUGHOUT THE STATE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,144,678 | ExpenseAmt |
| Revenue | $1,743,615 | RevenueAmt |
| Desc | ALLUMA'S ONE-E-APP TECHNOLOGY PLATFORM IS A WEB-BASED SYSTEM THAT SUPPORT ALMOST 1 MILLION FAMILIES AND INDIVIDUALS ACROSS 40 COUNTIES AND 2 STATES APPLY FOR MULTIPLE HEALTH, SOCIAL SERVICE AND OTHER SUPPORT PROGRAMS FROM ONE LOCATION. ONE-E-APP IS USED BY CONSUMERS THEMSELVES OR BY STAFF WHO ASSIST FAMILIES AND INDIVIDUALS AT COMMUNITY CLINICS, HOSPITALS, STATE AND COUNTY AGENCIES, FOOD BANKS AND OTHER LOCATIONS. THE SYSTEM ALLOWS INDIVIDUALS TO APPLY FOR A RANGE OF PROGRAMS SUCH AS MEDICAID, CHIP, FOOD STAMPS (SNAP), EARNED INCOME TAX CREDIT, CHILD TAX CREDIT, UTILITY ASSISTANCE, LOCAL HEALTH INSURANCE EXPANSION PROGRAMS AND MORE. ONE-E-APP USES MASHUP TECHNOLOGY TO INTERFACE WITH COUNTY, STATE AND OTHER SYSTEMS TO PERMIT ELECTRONIC SUBMISSION OF APPLICATIONS, SUPPORTING DOCUMENTS AND SIGNATURES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,034,934 | ExpenseAmt |
| Revenue | $589,539 | RevenueAmt |
| Desc | ALLUMA'S STRATEGY AND INNOVATION LAB IS AN EFFORT TO BOLSTER ITS COMMITMENT TO, AND INVOLVEMENT WITH, THE COMMUNITIES IT SERVES BY LOOKING BEYOND SIMPLY ANALYZING FEDERAL, STATE AND LOCAL POLICY AND PRACTICE, AND FOCUSING ON THE IMPACT THOSE POLICIES AND PRACTICES HAVE ON PEOPLE'S ABILITY TO ACCESS PUBLICLY FUNDED SOCIAL SUPPORTS AND SERVICES IN THEIR NEIGHBORHOODS, COMMUNITIES, AND STATES. SOCIAL AND ECONOMIC INDICATORS AND OVERPOWERING ISSUES RELATED TO EQUITY, EQUALITY, AND OPPORTUNITY ARE FOCUSED ON THROUGH THE LENSES OF POLICY INNOVATION, HUMAN CENTERED DESIGN, DATA ANALYSIS AND TECHNOLOGY FOR SOCIAL IMPACT. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $49,945 | ExpenseAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $49,945 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $31,278,913 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 33 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 142 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHI HUYNH CONTROLLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5108341300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1951 WEBSTER STREET 2ND FLOOR | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94612 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ROBERT PHILLIPS | ||||||||
| PRESIDENT & CEO | 50.00 | Yes (X) | Yes (X) | $375,222 | $0 | $32,399 | ||
| MELANIE NATHANSON | ||||||||
| BOARD CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| STACY DEAN | ||||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MAYRA ALVAREZ | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| RIMA COHEN | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHANIE E QUINN | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JIM YOCUM | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS DONOVAN | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL ELLIOT | ||||||||
| COO, CLIENT SERVICES | 50.00 | Yes (X) | $296,415 | $0 | $30,348 | |||
| LOIRE WHITE | ||||||||
| CFO (THRU 02/18) | 50.00 | Yes (X) | $33,558 | $0 | $3,211 | |||
| TERESA SHAW | ||||||||
| VP, EXECUTIVE DIRECTOR OF POLICY | 40.00 | Yes (X) | $237,338 | $0 | $29,064 | |||
| BRENT COPEN | ||||||||
| CFO (1/2019 THRU 12/2019) | 40.00 | Yes (X) | $0 | $0 | $0 | |||
| CHI HUYNH | ||||||||
| INTERIM CFO/CONTROLLER | 60.00 | $201,666 | $0 | $29,067 | Yes (X) | |||
| BOBBIE WILBUR | ||||||||
| GENERAL MANAGER | 60.00 | $462,703 | $0 | $30,417 | Yes (X) | |||
| MARCELLA GONZALEZ | ||||||||
| SR. DIRECTOR, SOLUTIONS ADVANCEMENT | 60.00 | $272,309 | $0 | $26,449 | Yes (X) | |||
| MICHAEL LANDECK | ||||||||
| EXEC. DIR., CHIEF INFORMATION SECURITY OFFICER | 40.00 | $212,060 | $0 | $37,034 | Yes (X) | |||
| LUCY STREETT | ||||||||
| DEPUTY CHIEF OF STRATEGY /INNOVATION | 32.00 | $267,363 | $0 | $36,649 | Yes (X) | |||
| MANISH MALHOTRA | ||||||||
| EXEC. DIR., TECH. STRATEGY & DESIGN | 50.00 | $244,834 | $0 | $13,196 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,603,468 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $267,834 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 52 | 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 |
|---|---|---|---|---|---|
| RSYSTEMS | |||||
| 5000 WINDPLAY DRIVE SUITE 5 | EL DORADO HILLS | CA | 95762 | CONTRACT CONSULTING | $2,586,599 |
| ENTRANCE CONSULTING SERVICES INC | |||||
| 2855 MANGUM ROAD | HOUSTON | TX | 77092 | CONTRACT CONSULTING | $1,380,567 |
| INSIGHT DIRECT USA INC | |||||
| 6820 S HARL AVE | TEMPE | AZ | 85283 | CONTRACT CONSULTING | $1,274,674 |
| AVERRO | |||||
| 3009 DOUGLAS BLVD STE 300 | ROSEVILLE | CA | 95661 | CONTRACT CONSULTING | $996,941 |
| SYNERGYQUAD INC | |||||
| 2893 SUNRISE BLVD SUITE 202 | RANCHO CORDOVA | CA | 95742 | CONTRACT CONSULTING | $972,901 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 31 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEES/OTHER PROGRAM REV | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $29,309,824 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $29,309,824 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $29,309,824 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $935,050 | TotalRevenueColumnAmt |
| Exclusion | $935,050 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,244,874 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $29,309,824 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $935,050 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,268,474 | TotalAmt |
| Program Services | $1,845,535 | ProgramServicesAmt |
| Management And General | $1,152,049 | ManagementAndGeneralAmt |
| Fundraising | $270,890 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,890,967 | TotalAmt |
| Program Services | $9,687,434 | ProgramServicesAmt |
| Management And General | $2,075,644 | ManagementAndGeneralAmt |
| Fundraising | $127,889 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $553,959 | TotalAmt |
| Program Services | $441,428 | ProgramServicesAmt |
| Management And General | $104,579 | ManagementAndGeneralAmt |
| Fundraising | $7,952 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,707,411 | TotalAmt |
| Program Services | $1,019,790 | ProgramServicesAmt |
| Management And General | $659,805 | ManagementAndGeneralAmt |
| Fundraising | $27,816 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,027,284 | TotalAmt |
| Program Services | $781,235 | ProgramServicesAmt |
| Management And General | $218,171 | ManagementAndGeneralAmt |
| Fundraising | $27,878 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $268,410 | TotalAmt |
| Program Services | $178,356 | ProgramServicesAmt |
| Management And General | $87,414 | ManagementAndGeneralAmt |
| Fundraising | $2,640 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $216,856 | TotalAmt |
| Program Services | $82,238 | ProgramServicesAmt |
| Management And General | $134,585 | ManagementAndGeneralAmt |
| Fundraising | $33 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165,768 | TotalAmt |
| Management And General | $165,768 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,392,326 | TotalAmt |
| Program Services | $10,667,203 | ProgramServicesAmt |
| Management And General | $680,438 | ManagementAndGeneralAmt |
| Fundraising | $44,685 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,903 | TotalAmt |
| Program Services | $5,759 | ProgramServicesAmt |
| Management And General | $48,528 | ManagementAndGeneralAmt |
| Fundraising | $11,616 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,083,779 | TotalAmt |
| Program Services | $1,049,300 | ProgramServicesAmt |
| Management And General | $34,479 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $992,150 | TotalAmt |
| Management And General | $992,150 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $447,255 | TotalAmt |
| Program Services | $232,374 | ProgramServicesAmt |
| Management And General | $202,458 | ManagementAndGeneralAmt |
| Fundraising | $12,423 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $797,850 | TotalAmt |
| Program Services | $519,745 | ProgramServicesAmt |
| Management And General | $264,605 | ManagementAndGeneralAmt |
| Fundraising | $13,500 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,252 | TotalAmt |
| Management And General | $185,252 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| TECHNICAL SERVICES | $3,180,782 | $2,468,477 | $422,495 | $289,810 |
| REPAIRS & MAINTENANCE | $2,418,102 | $2,057,093 | $360,686 | $323 |
| DATA CENTER CHARGES | $228,520 | $228,520 | ||
| OTHER | $192,874 | $14,426 | $171,893 | $6,555 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,083,922 | TotalAmt |
| Program Services | $31,278,913 | ProgramServicesAmt |
| Management And General | $7,960,999 | ManagementAndGeneralAmt |
| Fundraising | $844,010 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,680,493 | BOYAmt |
| EOY | $1,437,389 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,757,305 | BOYAmt |
| EOY | $1,634,315 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,969,947 | BOYAmt |
| EOY | $11,673,255 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,000 | BOYAmt |
| EOY | $150,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $431,964 | BOYAmt |
| EOY | $297,554 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,678,651 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,782,367 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,017,759 | BOYAmt |
| EOY | $2,896,284 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,730,217 | BOYAmt |
| EOY | $5,397,304 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,855,222 | BOYAmt |
| EOY | $8,236,567 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,248 | BOYAmt |
| EOY | $94,962 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,741,155 | BOYAmt |
| EOY | $31,817,630 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,213,889 | BOYAmt |
| EOY | $5,117,028 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,005 | BOYAmt |
| EOY | $25,389 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,226,894 | BOYAmt |
| EOY | $5,142,417 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,514,261 | BOYAmt |
| EOY | $26,675,213 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,514,261 | BOYAmt |
| EOY | $26,675,213 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,741,155 | BOYAmt |
| EOY | $31,817,630 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$9,839,048 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $37,211,563 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,542,260 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,466,069 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,459,863 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,309,824 | CurrentTaxYearAmt |
| Total | $152,989,579 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $37,211,563 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,542,260 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,466,069 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,459,863 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,309,824 | CurrentTaxYearAmt |
| Total | $152,989,579 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $115,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,481 | CurrentTaxYearMinus1YearAmt |
| Total | $134,481 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $115,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,481 | CurrentTaxYearMinus1YearAmt |
| Total | $134,481 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $152,855,098 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,451 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $59,283 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $194,089 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $272,568 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $935,050 | CurrentTaxYearAmt |
| Total | $1,480,441 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,451 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $59,283 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $194,089 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $272,568 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $935,050 | CurrentTaxYearAmt |
| Total | $1,480,441 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $37,231,014 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,601,543 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,660,158 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,732,431 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,244,874 | CurrentTaxYearAmt |
| Total | $154,470,020 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98950 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99410 | PublicSupportPY509Pct |
| Investment Income CY | 0.00960 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00330 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III, LINES 1 &2 | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION'S CONTRACT SERVICES BENEFIT THE PUBLIC AS DESCRIBED IN REGS. SECT. 1.509(A)-3(G), AND THEREFORE AMOUNTS REPORTED AS PROGRAM SERVICE REVENUE ON FORM 990, PART VIII ARE REPORTED HERE AS GRANTS ON LINE 1. | ExplanationTxt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $546,869 | OtherCostOrOtherBasisAmt |
| Depreciation | $309,712 | DepreciationAmt |
| Book Value | $237,157 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,531,222 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,132,536 | DepreciationAmt |
| Book Value | $2,398,686 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $600,560 | OtherCostOrOtherBasisAmt |
| Depreciation | $340,119 | DepreciationAmt |
| Book Value | $260,441 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,896,284 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CORPORATE BOND | $4,414,480 | C |
| GOVERNMENT BONDS | $3,822,087 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $8,236,567 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $30,244,874 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $30,244,874 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $30,244,874 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $40,083,922 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $40,083,922 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $40,083,922 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND THE CALIFORNIA REVENUE AND TAXATION ACT. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS REFLECTED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF JUNE 30, 2019, THE ORGANIZATION DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT PHILLIPS | ||||||||||||||
| PRESIDENT & CEO | $375,133 | $0 | $0 | $0 | $89 | $0 | $13,750 | $0 | $18,649 | $0 | $407,621 | $0 | $0 | $0 |
| PAUL ELLIOT | ||||||||||||||
| COO, CLIENT SERVICES | $296,277 | $0 | $0 | $0 | $138 | $0 | $13,750 | $0 | $16,598 | $0 | $326,763 | $0 | $0 | $0 |
| TERESA SHAW | ||||||||||||||
| VP, EXECUTIVE DIRECTOR OF POLICY | $237,244 | $0 | $0 | $0 | $94 | $0 | $12,010 | $0 | $17,054 | $0 | $266,402 | $0 | $0 | $0 |
| CHI HUYNH | ||||||||||||||
| INTERIM CFO/CONTROLLER | $201,168 | $0 | $0 | $0 | $498 | $0 | $10,328 | $0 | $18,739 | $0 | $230,733 | $0 | $0 | $0 |
| BOBBIE WILBUR | ||||||||||||||
| GENERAL MANAGER | $462,199 | $0 | $0 | $0 | $504 | $0 | $13,750 | $0 | $16,667 | $0 | $493,120 | $0 | $0 | $0 |
| MARCELLA GONZALEZ | ||||||||||||||
| SR. DIRECTOR, SOLUTIONS ADVANCEMENT | $271,988 | $0 | $0 | $0 | $321 | $0 | $13,600 | $0 | $12,849 | $0 | $298,758 | $0 | $0 | $0 |
| MICHAEL LANDECK | ||||||||||||||
| EXEC. DIR., CHIEF INFORMATION SECURI | $211,302 | $0 | $0 | $0 | $758 | $0 | $10,849 | $0 | $26,185 | $0 | $249,094 | $0 | $0 | $0 |
| LUCY STREETT | ||||||||||||||
| DEPUTY CHIEF OF STRATEGY /INNOVATION | $267,023 | $0 | $0 | $0 | $340 | $0 | $11,782 | $0 | $24,867 | $0 | $304,012 | $0 | $0 | $0 |
| MANISH MALHOTRA | ||||||||||||||
| EXEC. DIR., TECH. STRATEGY & DESIGN | $244,544 | $0 | $0 | $0 | $290 | $0 | $12,352 | $0 | $844 | $0 | $258,030 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD OF DIRECTORS OF THE ORGANIZATION HAS EMPOWERED THE BOARD'S AUDIT COMMITTEE TO REVIEW AND APPROVE THE FORM 990 BEFORE IT IS SUBMITTED TO THE IRS. MANAGEMENT THOROUGHLY REVIEWS FORM 990 PRIOR TO SUBMISSION TO THE BOARD'S AUDIT COMMITTEE. THE AUDIT COMMITTEE REVIEWS THE FORM 990 AND SUBMITS ANY QUESTIONS, COMMENTS OR CORRECTIONS TO MANAGEMENT. ONCE CORRECTIONS ARE MADE TO THE SATISFACTION OF THE AUDIT COMMITTEE, THE AUDIT COMMITTEE APPROVES THE FINAL FORM 990 FOR SUBMISSION TO THE IRS. IN ADDITION, THE FINAL FORM 990 IS DISTRIBUTED TO ALL BOARD MEMBERS BEFORE IT IS SUBMITTED TO THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY PROVIDES A MECHANISM FOR DISCLOSING AND EVALUATING POTENTIAL AND ACTUAL CONFLICTS; AND PROCEDURES FOR THE BOARD OF DIRECTORS IN CONSIDERING ANY TRANSACTION OR ARRANGEMENT WHERE A CONFLICT MAY EXIST. SPECIFICALLY, THE CONFLICT OF INTEREST POLICY ASSURES THAT COVERED PERSONS (I.E., THE ORGANIZATION'S DIRECTORS, OFFICERS, MEMBERS OF ANY COMMITTEE OF THE BOARD OF DIRECTORS, AND THOSE EMPLOYEES WHO MAY BE DESIGNATED BY ACTION OF THE BOARD) WITH CONFLICTS WILL NOT HAVE INFLUENCE OVER THEIR OWN COMPENSATION OR THE CORPORATION'S BUSINESS DEALINGS WITH THEM. IT SETS OUT PROCEDURES FOR ACTING ON CONFLICT OF INTEREST TRANSACTIONS AND REQUIRES THAT COVERED PERSONS DISCLOSE ACTUAL OR POTENTIAL CONFLICTS AS THEY ARISE. THE CONFLICT OF INTEREST POLICY FURTHER REQUIRES THAT COVERED PERSONS COMPLETE AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE TO ENSURE THAT MATERIAL FACTS OF EVERY ACTUAL OR POTENTIAL CONFLICT OF INTEREST ARE PROMPTLY AND FULLY DISCLOSED TO THE ORGANIZATION'S BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION COMMITTEE IS MADE UP OF BOARD MEMBERS AND HAS BEEN EMPOWERED BY THE BOARD OF DIRECTORS TO MAKE COMPENSATION RECOMMENDATIONS. THESE RECOMMENDATIONS AND BOARD OF DIRECTORS APPROVALS ARE MADE UNDER THE REBUTTABLE PRESUMPTION MODEL AS LAID OUT BY THE IRS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES THE FINANCIAL STATEMENTS AND FORM 990 AVAILABLE FOR PUBLIC INSPECTION ON THE GUIDESTAR WEBSITE. THE ORGANIZATION ALSO MAKES ITS OTHER GOVERNING DOCUMENTS SUCH AS THE CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND FORM 990 AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 10,667,203. MANAGEMENT AND GENERAL EXPENSES 524,778. FUNDRAISING EXPENSES 38,593. TOTAL EXPENSES 11,230,574. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 155,660. FUNDRAISING EXPENSES 6,092. TOTAL EXPENSES 161,752. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |