ORANGE COUNTYS UNITED WAY: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ORANGE COUNTYS UNITED WAY (EIN 33-0047994)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-02-12
- IRS object ID
- 201940439349301289
- Schema version
- 2017v2.3
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-02-12T21:18:46-06:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 ANTON BLVD STE 500 | AddressLine1Txt |
| City | COSTA MESA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92626 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330047994 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ORANGE COUNTY'S UNITED WAY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % EMILEE TELLO | InCareOfNm |
| Business Name Control | ORAN | BusinessNameControlTxt |
| Phone | 9496607600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18012 MITCHELL AVENUE SOUTH | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 926146008 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN B PARKS | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 9492636153 | PhoneNum |
| Signature | 2018-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CINDY J JANIKOWSKI | PreparerPersonNm |
| PTIN | P00165179 | PTIN |
| Phone | 7149573200 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 4.16.203.194 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 33488920190435000001 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-02-12 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 92AC8C3925916DC25B73001EFA9CEB35E83D579F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E5C3C88EAD6BCA107699502BA0E3C62F07ACC671 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SUSAN B PARKS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18012 MITCHELL AVENUE SOUTH | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $17,061,328 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.unitedwayoc.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1940 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | WE FIGHT FOR THE EDUCATION, HEALTH, HOUSING AND FINANCIAL STABILITY OF EVERY PERSON IN ORANGE COUNTY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 46 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 45 | VotingMembersIndependentCnt |
| Total Employee | 62 | TotalEmployeeCnt |
| Total Volunteers | 3344 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $16,382,214 | PYContributionsGrantsAmt |
| CY Contributions Grants | $15,604,427 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $490,274 | PYInvestmentIncomeAmt |
| CY Investment Income | $892,187 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,359 | PYOtherRevenueAmt |
| CY Other Revenue | $96,692 | CYOtherRevenueAmt |
| PY Total Revenue | $16,879,847 | PYTotalRevenueAmt |
| CY Total Revenue | $16,593,306 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $12,670,526 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $10,741,110 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,746,866 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,000,877 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,292,351 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,529,949 | PYOtherExpensesAmt |
| CY Other Expenses | $1,536,268 | CYOtherExpensesAmt |
| PY Total Expenses | $17,947,341 | PYTotalExpensesAmt |
| CY Total Expenses | $16,278,255 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,067,494 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $315,051 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $28,612,197 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,853,960 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,655,940 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,302,973 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $20,956,257 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $21,550,987 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TODAY'S ORANGE COUNTY UNITED WAY FIGHTS FOR THE EDUCATION, HEALTH, HOUSING AND FINANCIAL STABILITY OF EVERY PERSON IN ORANGE COUNTY. MORE THAN A FUNDRAISER, WE'RE HANDS-ON, TACKLING THESE INTERCONNECTED ISSUES ALONGSIDE LOCAL BUSINESSES, COMMUNITY ORGANIZATIONS, GOVERNMENTAL AGENCIES AND INDIVIDUALS. FACE 2024, OUR 10-YEAR COMMUNITYWIDE ACTION PLAN, AIMS TO CUT THE HIGH SCHOOL DROPOUT RATE IN HALF, INCREASE HEALTHY YOUTH BY ONE-THIRD, CUT THE PERCENTAGE OF HOMELESS OR UNSTABLY HOUSED CHILDREN AND FAMILIES IN HALF, AND REDUCE FINANCIAL INSTABILITY BY 25%. UNITED4OC, WE'RE MAKING LONG-TERM MEASURABLE DIFFERENCES IN THE LIVES OF CHILDREN AND FAMILIES RIGHT HERE IN ORANGE COUNTY. TO LEARN MORE AND TO JOIN OUR FIGHT, VISIT WWW.UNITEDWAYOC.ORG. WITH YOUR HELP, WE CAN TURN THIS FIGHT INTO A WIN-AND CREATE A BRIGHTER FUTURE FOR EVERY ONE OF US. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $3,990,426 | ExpenseAmt |
| Grant | $3,990,426 | GrantAmt |
| Desc | SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,346,494 | ExpenseAmt |
| Desc | SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,750,684 | ExpenseAmt |
| Grant | $6,750,684 | GrantAmt |
| Desc | SEE SCHEDULE O | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $13,087,604 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | Yes (true) | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 47 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 62 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 46 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 45 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EMILEE TELLO | PersonNm |
| Phone | 9492636153 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18012 MITCHELL AVENUE SOUTH | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92614 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (53 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| BEN ALVARADO | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| SHERRI BOVINO | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| STEVE CHURM | ||||||||||
| VICE CHAIR, DIRECTOR | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| MICHAEL FELDMAN | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL A JOHNSON | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JACQUELINE A BRYA KELLEY | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT E KENT | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| IAN LEISEGANG | ||||||||||
| CHAIR, DIRECTOR | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| KENNETH F LICKEL | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID MEULMESTER | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| SUSAN B PARKS | ||||||||||
| PRESIDENT, CEO | 37.5 | 0.0 | Yes (X) | $165,523 | $0 | $2,862 | Yes (X) | |||
| SHIRLEY QUACKENBUSH | ||||||||||
| OUTGOING DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL M RUANE | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ERNEST SCHROEDER | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| PAULA MATTSON | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| KAREN CONLON | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| SUZANNE FRADETTE | ||||||||||
| TREASURER, DIRECTOR | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| SANDRA HUTCHENS | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN MCGRATH | ||||||||||
| OUTGOING DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ANTONELLA CASTRO | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| TAM NGUYEN | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| NICOLE CARRILLO HALL | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| BILL MECKLENBURG | ||||||||||
| OUTGOING DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| SCOTT SAMPLEY | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| CANDICE STACK WHITTEN | ||||||||||
| OUTGOING DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN VALENTA | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| LAWRENCE R ARMSTRONG | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| VICTORIA COLLINS | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| TOM CUCE | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MARTHA V DANIEL | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| DIANE BROOKS DIXON | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ADRIAN S GRIGGS | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JEFF HITTENBERGER | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JOAN KELLY | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| KEITH KOBATA | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| NANDA KUMAR CHERUVATATH | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ETHAN MORGAN | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JOE NUZZOLESE | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ADEY NYAMATHI | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES SCHEINKMAN | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID SCHIEGOLEIT | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN F SIMONIS | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ALLEN STAFF | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN E STRATMAN JR | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| FRAMROZE VIRJEE | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| TIMOTHY S CLYDE | ||||||||||
| SECRETARY | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| SANDRA BENSWORTH | ||||||||||
| INCOMING CRO & OUTGOING CFO | 37.5 | 0.0 | $153,530 | $0 | $8,892 | Yes (X) | ||||
| CARLA VARGAS | ||||||||||
| COO | 37.5 | 0.0 | $173,285 | $0 | $10,156 | Yes (X) | ||||
| EMILEE TELLO | ||||||||||
| INCOMING CFO | 37.5 | 0.0 | $89,271 | $0 | $12,877 | Yes (X) | ||||
| JEFF SWANSON | ||||||||||
| OUTGOING VP INVESTOR RELATIONS | 37.5 | 0.0 | $153,180 | $0 | $5,132 | Yes (X) | ||||
| MIKE GREENE | ||||||||||
| VP/IT | 37.5 | 0.0 | $114,461 | $0 | $9,273 | Yes (X) | ||||
| MICHELLE BURROUGHS | ||||||||||
| OUTGOING DIRECTOR, HEALTH | 37.5 | 0.0 | $100,451 | $0 | $10,027 | Yes (X) | ||||
| MAX GARDNER | ||||||||||
| OUTGOING CEO | 0.0 | 0.0 | $153,377 | $0 | $7,824 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,103,078 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $67,043 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $551,864 | FundraisingAmt |
| All Other Contributions | $15,052,563 | AllOtherContributionsAmt |
| Noncash Contributions | $335,515 | NoncashContributionsAmt |
| Total Contributions | $15,604,427 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $892,187 | TotalRevenueColumnAmt |
| Exclusion | $892,187 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $335,515 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $335,515 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $26,186 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $551,864 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $132,507 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$106,321 | TotalRevenueColumnAmt |
| Exclusion | -$106,321 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $21,500 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,500 | TotalRevenueColumnAmt |
| Exclusion | $21,500 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $181,513 | TotalRevenueColumnAmt |
| Exclusion | $181,513 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $181,513 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,593,306 | TotalRevenueColumnAmt |
| Exclusion | $988,879 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,741,110 | TotalAmt |
| Program Services | $10,741,110 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $914,146 | TotalAmt |
| Program Services | $469,902 | ProgramServicesAmt |
| Management And General | $204,394 | ManagementAndGeneralAmt |
| Fundraising | $239,850 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,464,603 | TotalAmt |
| Program Services | $1,110,491 | ProgramServicesAmt |
| Management And General | $214,154 | ManagementAndGeneralAmt |
| Fundraising | $1,139,958 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,967 | TotalAmt |
| Program Services | $11,047 | ProgramServicesAmt |
| Management And General | $2,122 | ManagementAndGeneralAmt |
| Fundraising | $9,798 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,892 | TotalAmt |
| Program Services | $108,652 | ProgramServicesAmt |
| Management And General | $20,871 | ManagementAndGeneralAmt |
| Fundraising | $96,369 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $373,269 | TotalAmt |
| Program Services | $187,375 | ProgramServicesAmt |
| Management And General | $48,331 | ManagementAndGeneralAmt |
| Fundraising | $137,563 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,584 | TotalAmt |
| Management And General | $65,584 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $446,045 | TotalAmt |
| Program Services | $120,647 | ProgramServicesAmt |
| Management And General | $38,727 | ManagementAndGeneralAmt |
| Fundraising | $286,671 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $230,067 | TotalAmt |
| Program Services | $108,811 | ProgramServicesAmt |
| Management And General | $2,310 | ManagementAndGeneralAmt |
| Fundraising | $118,946 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,844 | TotalAmt |
| Program Services | $23,505 | ProgramServicesAmt |
| Management And General | $45,850 | ManagementAndGeneralAmt |
| Fundraising | $24,489 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,140 | TotalAmt |
| Program Services | $37,359 | ProgramServicesAmt |
| Management And General | $59,283 | ManagementAndGeneralAmt |
| Fundraising | $37,498 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,422 | TotalAmt |
| Program Services | $49,515 | ProgramServicesAmt |
| Management And General | $52,392 | ManagementAndGeneralAmt |
| Fundraising | $49,515 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,966 | TotalAmt |
| Program Services | $5,647 | ProgramServicesAmt |
| Management And General | $1,365 | ManagementAndGeneralAmt |
| Fundraising | $21,954 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,948 | TotalAmt |
| Program Services | $4,035 | ProgramServicesAmt |
| Management And General | $8,681 | ManagementAndGeneralAmt |
| Fundraising | $20,232 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $183,939 | TotalAmt |
| Program Services | $60,700 | ProgramServicesAmt |
| Management And General | $62,539 | ManagementAndGeneralAmt |
| Fundraising | $60,700 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,934 | TotalAmt |
| Program Services | $46,508 | ProgramServicesAmt |
| Management And General | $47,918 | ManagementAndGeneralAmt |
| Fundraising | $46,508 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,969 | TotalAmt |
| Program Services | $2,300 | ProgramServicesAmt |
| Management And General | $2,369 | ManagementAndGeneralAmt |
| Fundraising | $2,300 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Total | $21,410 | TotalAmt |
| Management And General | $21,410 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,278,255 | TotalAmt |
| Program Services | $13,087,604 | ProgramServicesAmt |
| Management And General | $898,300 | ManagementAndGeneralAmt |
| Fundraising | $2,292,351 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,330,003 | BOYAmt |
| EOY | $2,936,540 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,037,721 | BOYAmt |
| EOY | $5,310,268 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,436 | BOYAmt |
| EOY | $46,816 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,032,933 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,693,187 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,366,091 | BOYAmt |
| EOY | $1,339,746 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,808,263 | BOYAmt |
| EOY | $18,189,370 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,683 | BOYAmt |
| EOY | $31,220 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,612,197 | BOYAmt |
| EOY | $27,853,960 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $199,385 | BOYAmt |
| EOY | $217,195 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,438,396 | BOYAmt |
| EOY | $6,076,671 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,159 | BOYAmt |
| EOY | $9,107 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,655,940 | BOYAmt |
| EOY | $6,302,973 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,300,848 | BOYAmt |
| EOY | $16,887,161 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,655,409 | BOYAmt |
| EOY | $4,663,826 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,956,257 | BOYAmt |
| EOY | $21,550,987 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,612,197 | BOYAmt |
| EOY | $27,853,960 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $315,051 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $225,729 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $53,950 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,127,109 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,495,783 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,355,514 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,436,164 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,604,427 | CurrentTaxYearAmt |
| Total | $92,018,997 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,127,109 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,495,783 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,355,514 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,436,164 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,604,427 | CurrentTaxYearAmt |
| Total | $92,018,997 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,757,859 | SubstantialContributorsTotAmt |
| Public Support Total170 | $88,261,138 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $202,496 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $385,594 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $631,606 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $490,274 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $892,187 | CurrentTaxYearAmt |
| Total | $2,602,157 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,244 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,138 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,900 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $61,431 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $181,513 | CurrentTaxYearAmt |
| Total | $283,226 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $94,904,380 | TotalSupportAmt |
| Public Support CY170 | 0.93000 | PublicSupportCY170Pct |
| Public Support PY170 | 0.94260 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $30,000 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $10,000 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $40,000 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $16,238,255 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $16,278,255 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $963,913 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $240,978 | FilingOrganizationsTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $963,913 | CurrentYearAmt |
| Total | $3,963,913 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $5,945,870 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $40,000 | CurrentYearAmt |
| Total | $40,000 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $240,978 | CurrentYearAmt |
| Total | $990,978 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,486,467 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $30,000 | CurrentYearAmt |
| Total | $30,000 | TotalAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 64 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $5,038,152 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $4,961,885 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $853,092 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,739,862 | BeginningYearBalanceAmt |
| Contributions | $296,942 | ContributionsAmt |
| Investment Earnings Or Losses | $1,073,580 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $825,000 | OtherExpendituresAmt |
| End Year Balance | $15,285,384 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,700,958 | BeginningYearBalanceAmt |
| Contributions | $352,911 | ContributionsAmt |
| Investment Earnings Or Losses | $1,685,993 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $14,739,862 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,477,694 | BeginningYearBalanceAmt |
| Contributions | $3,302,577 | ContributionsAmt |
| Investment Earnings Or Losses | -$79,313 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $12,700,958 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,800,725 | BeginningYearBalanceAmt |
| Contributions | $4,617,650 | ContributionsAmt |
| Investment Earnings Or Losses | $59,319 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $9,477,694 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,785,172 | BeginningYearBalanceAmt |
| Contributions | $485,512 | ContributionsAmt |
| Investment Earnings Or Losses | $530,040 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $4,800,724 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.70000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.30000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $722,039 | OtherCostOrOtherBasisAmt |
| Book Value | $722,039 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,089,639 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,089,639 | DepreciationAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,681,722 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,347,024 | DepreciationAmt |
| Book Value | $334,698 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,539,532 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,256,523 | DepreciationAmt |
| Book Value | $283,009 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $1,339,746 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL LEASES | Desc |
| Amt | $9,107 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $9,107 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $10,122,301 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $225,729 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $53,950 | OtherRevenueAmt |
| Revenue Not Reported | $279,679 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,842,622 | RevenueSubtotalAmt |
| Other Revenues Not Included | $6,750,684 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $6,750,684 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $16,593,306 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,527,571 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $9,527,571 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $6,750,684 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $6,750,684 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $16,278,255 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 SCHEDULE D PART X LINE 2 | FIN48(ASC 740) LIABILITY FOR UNCERTAIN TAX POSITIONS THE ORGANIZATION IS EXEMPT FROM INCOME TAXES TO THE EXTENT PROVIDED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION FOLLOWS THE PROVISIONS OF ACCOUNTING STANDARDS CODIFICATION (ASC) NO. 740, INCOME TAXES, SURROUNDING ACCOUNTING FOR UNCERTAIN INCOME TAX POSITIONS. ASC 740 PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN INCOME TAX RETURNS. ASC 740 ALSO PROVIDES GUIDANCE ON ACCOUNTING FOR INTEREST AND PENALTIES ASSOCIATED WITH TAX POSITIONS. THE ORGANIZATION REPORTS INTEREST AND PENALTIES, IF ANY, RELATED TO INCOME TAX MATTERS WITHIN ORGANIZATION ADMINISTRATION SUPPORT SERVICES IN THE STATEMENTS OF ACTIVITIES AND CHANGES IN NET ASSETS. |
| FORM 990 SCHEDULE D PART V LINE 4 | PURPOSE - ENDOWMENT FUNDS The principle objective of the Endowment Fund is to provide a source of income to help fund the Organization's operational costs, thereby providing some protection against fluctuations in annual campaign revenue and maximizing the amount of resources focused on the community's most critical issues. |
| FORM 990 SCHEDULE D PART XI LINE 4B & PART XII LINE 4B | DONOR DESIGNATION AND DONOR DESIGNATION FEES SCH D PART XI LINE 4B and SCH D PART XII LINE 4B TOTAL: 6,750,684 |
| FORM 990 SCHEUDLE D PART XI LINE 2D | PRIOR-YEAR PLEDGE LOSS ADJUSTMENT: 53,950 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | WPF Breakfast | Event1Nm |
| Gross Receipts Event1 | $578,050 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $551,864 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $26,186 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $16,352 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $46,247 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $50,000 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $19,908 | OtherDirectExpensesEvent1Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $578,050 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $551,864 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $26,186 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $16,352 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $46,247 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $50,000 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $19,908 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $132,507 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$106,321 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $21,500 | GrossRevenueOtherGamingAmt |
| Volunteer Labor Other Gaming | Yes (true) | VolunteerLaborOtherGamingInd |
| Volunteer Labor Other Gaming | 0.20000 | VolunteerLaborOtherGamingPct |
| Gross Revenue Total Gaming | $21,500 | GrossRevenueTotalGamingAmt |
| Net Gaming Income Summary | $21,500 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | CA | StatesWhereGamingConductedCd |
| Licensed | Yes (true) | LicensedInd |
| License Suspended Etc | false | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | Yes (true) | GamingWithNonmembersInd |
| Member Of Other Entity | false | MemberOfOtherEntityInd |
| Gaming Own Facility | 0.75000 | GamingOwnFacilityPct |
| Gaming Other Facility | 0.25000 | GamingOtherFacilityPct |
| Individual With Books | Emilee Tello | IndividualWithBooksNm |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18012 Mitchell South | AddressLine1Txt |
| City | Irvine | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | false | CntrctWith3rdPrtyForGameRevInd |
| Gaming Manager Person | Emilee Tello | GamingManagerPersonNm |
| Gaming Manager Compensation | $0 | GamingManagerCompensationAmt |
| Gaming Manager Services Prov | Coordinate raffle | GamingManagerServicesProvTxt |
| Gaming Manager Is Director Ofcr | Yes (X) | GamingManagerIsDirectorOfcrInd |
| Charitable Distribution Rqr | Yes (true) | CharitableDistributionRqrInd |
| Distributed | $19,350 | DistributedAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990 SCHEDULE C PART III LINE 16 | FormAndLineReferenceDesc |
| Explanation | Emilee Tello, CFO, coordinated the raffle held on May 8, 2018 as a gaming manager. She received no compensation for managing the raffle. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (49 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| 211 ORANGE COUNTY | |||||||
| 1505 E 17th ST STE 108 | Santa Ana | CA | 92705 | 330063532 | 501c(3) | $100,000 | Housing/Health |
| ABRAZAR INC | |||||||
| 7101 Wyoming Street | Westminster | CA | 92683 | 330301538 | 501c(3) | $428,900 | Income |
| ACACIA ADULT DAY SERVICES | |||||||
| 11391 Acacia Pkwy | Garden Grove | CA | 92840 | 953509323 | 501c(3) | $10,000 | Health and Human Svc |
| AGE WELL SENIOR SERVICES | |||||||
| 24461 Ridge Rte 220 | Laguna Hills | CA | 92653 | 931163563 | 501c(3) | $10,000 | Health and Human Svc |
| ALZHEIMER'S ORANGE COUNTY | |||||||
| 2515 McCabe Way Ste 200 | Irvine | CA | 92614 | 953702013 | 501c(3) | $13,000 | Health and Human Svc |
| ANAHEIM ELEMENTARY SCHOOL DISTRICT | |||||||
| 1001 South East Street | Anaheim | CA | 92805 | 956000119 | ORANGE COUNTY | $135,000 | Education |
| ANAHEIM UNION HIGH SCHOOL DISTRICT | |||||||
| PO Box 3520 | Anaheim | CA | 928033520 | 956000120 | ORANGE COUNTY | $248,383 | Education |
| BOYS & GIRLS CLUB OF CENTRAL ORANGE COAST | |||||||
| 250 N Golden CIR 104 | Santa Ana | CA | 92705 | 951893417 | 501c(3) | $186,250 | Education |
| CAL STATE FULLERTON PHILANTHROPIC FOUNDATION | |||||||
| 2600 Nutwood STE 830 | Fullerton | CA | 92831 | 330567945 | 501c(3) | $80,000 | Education |
| CASA YOUTH SHELTER | |||||||
| 10911 Regan ST | Los Alamitos | CA | 90720 | 953218061 | 501c(3) | $10,000 | Health and Human Svc |
| CHILD GUIDANCE CENTER | |||||||
| 525 Cabrillo Park 300 | Santa Ana | CA | 92701 | 952546170 | 501c(3) | $75,000 | Health and Human Svc |
| CHILDREN AND FAMILIES COMMISSION | |||||||
| 1505 E 17th St STe 230 | Santa Ana | CA | 92705 | 475394284 | 501c(3) | $10,000 | Report |
| COMMUNITY ACTION PARTNERSHIP | |||||||
| 11870 Monarch | Garden Grove | CA | 92841 | 952452787 | 501c(3) | $140,452 | Health and Human Svc |
| COMMUNITY PARTNERS | |||||||
| 1000 N Alameda 240 | Los Angeles | CA | 90012 | 954302067 | 501c(3) | $7,000 | Health and Human Svc |
| COMMUNITY SENIORSERV | |||||||
| 1200 N Knollwood CRCL | Anaheim | CA | 92801 | 952771715 | 501c(3) | $15,000 | Health and Human Svc |
| WAYMAKERS | |||||||
| 1221 E Dyer RD STE 120 | Santa Ana | CA | 92705 | 953167866 | 501c(3) | $10,000 | Health and Human SVC |
| FAMILIES FORWARD | |||||||
| 8 Thomas | Irvine | CA | 92618 | 330086043 | 501c(3) | $105,000 | Income/Housing |
| GARDEN GROVE UNIFIED SCHOOL DISTRICT | |||||||
| 10331 Stanford Ave | Garden Grove | CA | 92840 | 952378800 | ORANGE COUNTY | $188,162 | Education |
| GIRLS INC OF ORANGE COUNTY | |||||||
| 1815 Anaheim Ave | Costa Mesa | CA | 92627 | 951810150 | 501c(3) | $73,750 | Education |
| GOOD HANDS FOUNDATION | |||||||
| 12 Rue Brittany | Foothill Ranch | CA | 92610 | 471888690 | 501c(3) | $12,000 | Income |
| HANDS TOGETHER A CENTER FOR CHILDREN | |||||||
| 201 Civic Center Dr E | Santa Ana | CA | 92701 | 330857087 | 501c(3) | $9,667 | Education |
| HUNTINGTON BEACH UNION HIGH SCHOOL DISTRICT | |||||||
| 5832 Bolsa Ave | Huntington Beach | CA | 92649 | 330514550 | 501c(3) | $28,750 | Education |
| ILLUMINATION FOUNDATION | |||||||
| 2691 Richter Ave STE 107 | Irvine | CA | 92606 | 711047686 | 501c(3) | $6,250 | Housing |
| IRVINE ADULT DAY HEALTH SERVICES | |||||||
| 20 Lake Road | Irvine | CA | 92604 | 330599371 | 501c(3) | $10,000 | Health and Human Svc |
| LAGUNA BEACH COMMUNITY CLINIC | |||||||
| 362 3rd Street | Laguna Beach | CA | 92651 | 952637633 | 501c(3) | $10,000 | HEALTH AND HUMAN SVC |
| LATINO HEALTH ACCESS | |||||||
| 450 W 4TH ST STE 130 | Santa Ana | CA | 92701 | 330562943 | 501c(3) | $18,750 | HEALTH AND HUMAN SVC |
| LESTONNAC FREE CLINIC | |||||||
| 1215 E Chapman | Orange | CA | 92866 | 953499011 | 501c(3) | $65,000 | HEALTH AND HUMAN SVC |
| MERCY HOUSE LIVING CENTERS INC | |||||||
| PO Box 1905 | Santa Ana | CA | 92702 | 330315864 | 501c(3) | $175,000 | HOUSING |
| ONEOC | |||||||
| 1901 East 4th ST 100 | Santa Ana | CA | 92705 | 952021700 | 501c(3) | $154,424 | HEALTH |
| ORANGE COUNTY COMMUNITY FOUNDATION | |||||||
| 4041 MacArthur 510 | Newport Beach | CA | 92660 | 330378778 | 501c(3) | $6,000 | EDUCATION |
| PROJECT HOPE ALLIANCE | |||||||
| 1954 Placentia 202 | Costa Mesa | CA | 92627 | 753099628 | 501c(3) | $105,000 | HOUSING |
| PROVIDENCE SPEECH & HEARING CENTER | |||||||
| 1301 Providence Ave | Orange | CA | 92868 | 956154473 | 501c(3) | $50,000 | EDUCATION |
| SANTA ANA UNIFIED SCHOOL DISTRICT | |||||||
| 1601 E Chestnut Ave | Santa Ana | CA | 92701 | 330383385 | ORANGE COUNTY | $97,000 | EDUCATION |
| SECOND HARVEST FOOD BANK | |||||||
| 8014 Marine Way | Irvine | CA | 92618 | 320362611 | 501c(3) | $125,000 | HEALTH |
| SERVING KIDS HOPE | |||||||
| 2100 W Alton Ave 2 | Santa Ana | CA | 92704 | 471518476 | 501c(3) | $91,000 | HEALTH |
| SERVING PEOPLE IN NEED (SPIN) | |||||||
| 151 Kalmus Drive H2 | Costa Mesa | CA | 92626 | 330329687 | 501c(3) | $100,000 | HEALTH |
| SHARE OUR SELVES | |||||||
| 20151 SW Birch 250 | NEWPORT BEACH | CA | 92660 | 953222316 | 501c(3) | $10,000 | HEALTH |
| WISEPLACE | |||||||
| 1411 N Broadway | Santa Ana | CA | 92706 | 951684796 | 501c(3) | $30,000 | HOUSING/HEALTH |
| SAGERSTROM CENTER FOR THE ARTS | |||||||
| 600 Town Center Drive | Costa Mesa | CA | 92626 | 237287150 | 501c(3) | $12,340 | EDUCATION |
| REGENTS OF UCI | |||||||
| 120 Theory | Irvine | CA | 92697 | 952226406 | 501c(3) | $15,000 | EDUCATION |
| ORANGE COUNTY DEPARTMENT OF EDUCATION | |||||||
| 200 Kalmus DR | Costa Mesa | CA | 92626 | 956000943 | ORANGE COUNTY | $136,027 | EDUCATION |
| CAL STATE FULLERTON PHILANTHROPIC | |||||||
| 2600 E NUTWOOD 275 | Fullerton | CA | 92831 | 330567945 | 501c(3) | $80,000 | Education |
| WESTMINSTER SCHOOL DISTRICT | |||||||
| 14121 Cedarwood Ave | Westminster | CA | 92683 | 330416845 | ORANGE COUNTY | $8,125 | Education |
| SERVE THE PEOPLE INC | |||||||
| 1206 East 17 St 101 | Santa Ana | CA | 92701 | 270421556 | 501c(3) | $15,000 | Health |
| LA HABRA CITY SCHOOL DISTRICT | |||||||
| 500 N Walnut Street | La Habra | CA | 90631 | 956001800 | ORANGE COUNTY | $61,283 | Education |
| GIRL SCOUTS OF ORANGE COUNTY | |||||||
| 9500 Toledo Way | Irvine | CA | 92618 | 952023244 | 501c(3) | $15,750 | Education |
| FAMILY ASSISTANCE MINISTRIES | |||||||
| 1030 Calle Negocio | San Clemente | CA | 92673 | 330864870 | 501c(3) | $13,000 | Health and Human SVC |
| COMMUNITY HEALTH INITIATIVE OF ORANGE COUNTY | |||||||
| 1505 E 17 St STe 121 | Santa Ana | CA | 92705 | 472671013 | 501c(3) | $17,400 | Health and Human SVC |
| CHAPMAN UNIVERSITY | |||||||
| One University Drive | Orange | CA | 92866 | 951643992 | 501c(3) | $10,000 | Education |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 49 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I PART I Line 2 | FormAndLineReferenceDesc |
| Explanation | GENERAL INFO - GRANTS & ASSISTANCE: Orange County's United Way monitors the use of grant funds by engaging in a formal grant agreement with the agency referencing the funded program and anticipated outcomes. Quarterly reports are required and measured against anticipated outcomes. In addition, updated financial statements and audit reports are required. Any performance problems with the grantee are monitored both by staff and the Community Impact Committee. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SUSAN B PARKS | ||||||||||||||
| PRESIDENT, CEO | $165,523 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $2,862 | $0 | $168,385 | $0 | $0 | $0 |
| SANDRA BENSWORTH | ||||||||||||||
| INCOMING CRO & OUTGOING CFO | $153,530 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $8,892 | $0 | $162,422 | $0 | $0 | $0 |
| CARLA VARGAS | ||||||||||||||
| COO | $173,285 | $0 | $0 | $0 | $0 | $0 | $5,245 | $0 | $4,911 | $0 | $183,441 | $0 | $0 | $0 |
| MAX GARDNER | ||||||||||||||
| OUTGOING CEO | $153,377 | $0 | $0 | $0 | $0 | $0 | $4,653 | $0 | $3,171 | $0 | $161,201 | $0 | $0 | $0 |
| JEFF SWANSON | ||||||||||||||
| OUTGOING VP INVESTOR RELATIONS | $153,180 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $5,132 | $0 | $158,312 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J PART I Line 1A | FormAndLineReferenceDesc |
| Explanation | COMPENSATION - HEALTH OR SOCIAL CLUB DUES: THE MEMBERSHIP IS USED TO CONDUCT BUSINESS RELATED MEETINGS AND ENGAGEMENTS TO FURTHER ADVANCE THE MISSION OF THE ORGANIZATION. | ExplanationTxt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 16 | ContributionCnt |
| Noncash Contributions Rpt F990 | $335,515 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990 SCHEDULE M LINE 9(B) | FormAndLineReferenceDesc |
| Explanation | THE AMOUNT IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 PART VI SECTION B LINE 12C | POLICIES - MONITOR AND COMPLIANCE ENFORCEMENT: OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANNUALLY INTERESTS THAT WOULD GIVE RISE TO CONFLICTS. CONFLICT STATEMENTS ARE REVIEWED ANNUALLY AND ANY STATED CONFLICT IS REVIEWED BY THE BOARD DEVELOPMENT COMMITTEE AND BY THE BOARD OF DIRECTORS. |
| FORM 990 PART VI SECTION B, LINE 15A & B | POLICIES - COMPENSATION: THE EXECUTIVE COMPENSATION COMMITTEE ("THE COMMITTEE") OF THE BOARD OF DIRECTORS IS COMPRISED OF INDEPENDENT DIRECTORS RESPONSIBLE FOR REVIEW AND APPROVAL OF COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER AND OTHER KEY EMPLOYEES. ORANGE COUNTY'S UNITED WAY'S EXECUTIVE COMPENSATION PROGRAM IS DESIGNED TO ENCOURAGE RETENTION OF HIGH CALIBER EXECUTIVES. THE COMMITTEE CONSIDERS NUMEROUS FACTORS INCLUDING OCUW'S MISSION AND GOALS, COMPARABLE COMPENSATION OFFERED IN COMPARABLE MARKETS AND OVERALL PERFORMANCE OF THE CEO AND KEY EMPLOYEES. AS PART OF THE PROCESS THE COMMITTEE REVIEWS A SUMMARY OF SALARY DATA PUBLISHED IN COMPENSATION SURVEYS FROM INDEPENDENT SOURCES INCLUDING UNITED WAY WORLDWIDE AND REGIONAL DATA FROM OTHER NON-PROFITS IN SOUTHERN CALIFORNIA. THE COMMITTEE ALSO REVIEWED THE PERFORMANCE INCENTIVE PROGRAM. THIS PLAN IS DESIGNED TO REWARD PERFORMANCE BASED ON BOTH QUANTIFIABLE AND NON-QUANTIFIABLE SPECIFIC ORGANIZATIONAL DRIVERS. FINALLY, THE COMMITTEE REVIEWED AND DETERMINED OTHER COMPENSATION WHICH INCLUDES HEALTH AND WELFARE BENEFITS AND CONTRIBUTIONS TO A QUALIFIED RETIREMENT PLAN. THE COMMITTEE BELIEVES THE COMPENSATION PROGRAM AND INFORMATION DESCRIBED ABOVE IS IN LINE WITH ORANGE COUNTY UNITED WAY'S MISSION AND GOALS AND ACCURATELY REFLECTS A COMPETITIVE PROGRAM TO ATTRACT AND RETAIN HIGH LEVEL EXECUTIVES. |
| FORM 990 PART VI SECTION C LINE 19 | DISCLOSURE - GOVERNING DOCS, CONFLICT OF INTEREST POLICY & FINANCIALS: THE FINANCIAL STATEMENTS AND TAX RETURN ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE AND GUIDESTAR. ANY OTHER GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990 PART VI SECTION A LINE 11B | GOVERNING BODY & MGMT - REVIEW OF FORM 990: THE CFO WORKED CLOSELY WITH THE INDEPENDENT TAX PREPARER IN THE PREPARATION OF THE ORGANIZATION'S TAX RETURN. THE FINAL PRODUCT WAS REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO FILING. |
| FORM 990 PART III LINE 4A | EXEMPT PURPOSE ACHIEVEMENTS OF 3 LARGEST PROGRAM SERVICES: 4A. COMMUNITY IMPACT ALLOCATION POOL OUR MISSION: WE FIGHT FOR THE EDUCATION, HEALTH, HOUSING AND FINANCIAL STABILITY OF EVERY PERSON IN ORANGE COUNTY. OUR VISION: WE ENVISION A COMMUNITY, WHERE IN THE NEXT 10 YEARS: EVERY ORANGE COUNTY YOUTH WILL RECEIVE A HIGH-QUALITY AND RELEVANT EDUCATION, FAMILIES WILL HAVE THE CAPABILITY TO BECOME FINANCIALLY STABLE, THE NEXT GENERATION IN ORANGE COUNTY WILL BE THE HEALTHIEST IN THE NATION AND HOMELESSNESS FOR CHILDREN AND THEIR FAMILIES HAS COME TO AN END. OCUW IS LEADING AND SUPPORTING PROGRAMMATIC WORK AIMED AT ACHIEVING OUR SPECIFIED OBJECTIVES IN THE AREAS OF EDUCATION, INCOME, HEALTH AND HOUSING, WHICH INCLUDES OVER 60 GRANTS TO 34 NON-PROFIT AGENCIES AND PROVIDERS. WE ARE PROUD TO LEAD INITIATIVES ADDRESSING THE UNMET EDUCATION NEEDS OF OUR YOUTH, FINANCIAL STABILITY SERVICES FOR LOW-INCOME WORKING FAMILIES, THE HOMELESSNESS CRISIS IN OUR COMMUNITY, AND HEALTH ACCESS FOR ALL. THESE INITIATIVES ARE STAFFED AND FUNDED THROUGH OCUW AND CREATE NEW OPPORTUNITIES TO DEVELOP STRATEGIC COLLABORATIONS AND CREATE POWERFUL PARTNERSHIPS TO ADDRESS COMMUNITY NEEDS. OCUWS INITIATIVES INCLUDE: DESTINATION GRADUATION SUPPORTING CRITICAL EDUCATION STRATEGIES IN TARGETED MIDDLE AND HIGH SCHOOLS; THE EARNED INCOME TAX CREDIT CAMPAIGN PROVIDING FREE TAX SERVICES AND ACCESS TO EARNED TAX CREDITS; SPARKPOINT OC AN INNOVATIVE BUNDLED SERVICE MODEL HELPING FAMILIES TO REACH FINANCIAL STABILITY; UPSKILL OC - BRIDGING THE SKILLS GAP FOR LIVABLE WAGE JOBS IN ORANGE COUNTY BY CONNECTING QUALIFIED CANDIDATES TO TRAINING, SUPPORT AND MIDDLE SKILL JOBS; AND PARTICIPATION IN THE COVERED OC COLLABORATIVE TO EXPAND THE INFRASTRUCTURE PROVIDING HEALTH ACCESS FOR ALL ORANGE COUNTY RESIDENTS. THE UNITED TO END HOMELESSNESS INITIATIVE, LED BY OCUW, IS COMPRISED OF ORANGE COUNTYS TOP BUSINESS, PHILANTHROPIC, GOVERNMENTAL, FAITH-BASED, AND NON-PROFIT LEADERS WHO AGREE THAT WE MUST ACT NOW IF WE ARE TO END OUR COMMUNITYS HOMELESS CRISIS. UNITED TO END HOMELESSNESS IS COMMITTED TO REDUCING HOMELESSNESS IN ORANGE COUNTY TO FUNCTIONAL ZERO BY THE YEAR 2024. THAT MEANS THAT THERE WILL BE SERVICES AND HOUSING FOR EVERY INDIVIDUAL WHO NEEDS IT. |
| FORM 990 PART III LINE 4B | EXEMPT PURPOSE ACHIEVEMENTS OF 3 LARGEST PROGRAM SERVICES: 4B. PROGRAM SERVICE EXPENSE PROGRAM SERVICE EXPENSE ALLOCATIONS ARE COMPRISED OF COMMUNITY IMPACT GRANT PROGRAMS AND INITIATIVES THAT FULFILL ORANGE COUNTY UNITED WAYS MISSION. IN ADDITION TO RUNNING OUR OWN INITIATIVES, THIS INCLUDES PROGRAM MANAGEMENT OF COMMUNITY WIDE COLLABORATIVES. OCUW PROVIDES EVALUATION AND MONITORING OF ALL GRANT PARTNERSHIPS; SUPPORT OF CRITICAL COMMUNITY PARTNERSHIPS; LEADERSHIP AND PARTICIPATION IN COALITIONS AND COMMITTEES; COMMUNITY OUTREACH EFFORTS; CAPACITY TRAINING FOR FUNDED PARTNERS; VOLUNTEER ENGAGEMENT EFFORTS; AND STRATEGIC PARTNERSHIPS WITH LOCAL FUNDER COLLABORATIVES IN THE AREAS OF EDUCATION, INCOME, HEALTH AND HOUSING. |
| FORM 990 PART III Line 4C | EXEMPT PURPOSE ACHIEVEMENTS OF 3 LARGEST PROGRAM SERVICES: 4C. DONOR DESIGNATED FUNDING THROUGH OCUWS DONOR DESIGNATED GIVING PROGRAM, DONORS HAVE THE OPTION TO DESIGNATE THEIR GIFT TO THEIR CHARITY(IES) OF CHOICE, HELPING TO FACILITATE PHILANTHROPY TO MEET LOCAL COMMUNITY NEEDS. OCUW STEWARDS THESE INVESTMENTS BY ENSURING DONOR DESIGNATIONS ARE ALLOCATED TO ORGANIZATIONS THAT QUALIFY AS 501(C)(3) TAX DEDUCTIBLE AND PATRIOT ACT COMPLIANT ORGANIZATIONS UNDER CURRENT IRS TAX CODE LAW. |
| FORM 990 PART I LINE 3 & 4 AND PART VII | VOTING MEMBERS OF THE GOVERNING BODY: THE DISCREPANCY BETWEEN THE NUMBER OF VOTING MEMBERS OF THE GOVERNING BODY AND THE TOTAL MEMBERS LISTED ON PART VII IS DUE TO SOME DIRECTORS BECOMING INACTIVE BEFORE THE END OF THE YEAR. |
| FORM 990 PART XI LINE 9 | OTHER CHANGES IN NET ASSETS OR FUND BALANCES PRIOR-YEAR PLEDGE LOSS ADJUSTMENT: 53,950 |