YOUNG MENS CHRISTIAN ASSOCIATION OF SILICON VALLEY: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- YOUNG MENS CHRISTIAN ASSOCIATION OF SILICON VALLEY (EIN 94-1156318)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-14
- IRS object ID
- 201941349349302949
- 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 D
- Schedule G
- Schedule J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-14T11:34:46-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271155496 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT LEE & ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 W TAYLOR STREET | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95126 | 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 | 941156318 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YOUNG MEN'S CHRISTIAN ASSOCIATION OF | BusinessNameLine1Txt |
| Business Name Line2 | SILICON VALLEY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | YOUN | BusinessNameControlTxt |
| Phone | 4083516400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 SARATOGA AVENUE | AddressLine1Txt |
| City | SANTA CLARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95051 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IRA HOLTZMAN | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 4083516400 | PhoneNum |
| Signature | 2019-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JESSICA CASSINELLI | PreparerPersonNm |
| PTIN | P01976621 | PTIN |
| Phone | 4088556770 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.62.180.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-10 | IPDt |
| IP Tm | 12:10:11 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | EFE577F76247A8229C67349CC569CC8661C3C51E | 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 | SANDY WALKER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 SARATOGA AVENUE | AddressLine1Txt |
| City | SANTA CLARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95051 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $79,178,193 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.YMCASV.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1867 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | NONPROFIT ORGANIZATION FOCUSING ON YOUTH DEVELOPMENT, HEALTHY LIVING, AND SOCIAL RESPONSIBILITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 29 | VotingMembersIndependentCnt |
| Total Employee | 3300 | TotalEmployeeCnt |
| Total Volunteers | 8173 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $17,089,072 | PYContributionsGrantsAmt |
| CY Contributions Grants | $18,406,511 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $58,565,166 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $58,711,852 | CYProgramServiceRevenueAmt |
| PY Investment Income | $483,887 | PYInvestmentIncomeAmt |
| CY Investment Income | $661,363 | CYInvestmentIncomeAmt |
| PY Other Revenue | $466,087 | PYOtherRevenueAmt |
| CY Other Revenue | $300,559 | CYOtherRevenueAmt |
| PY Total Revenue | $76,604,212 | PYTotalRevenueAmt |
| CY Total Revenue | $78,080,285 | 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 | $47,773,231 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $49,561,147 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,076,945 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $29,772,905 | PYOtherExpensesAmt |
| CY Other Expenses | $28,809,688 | CYOtherExpensesAmt |
| PY Total Expenses | $77,546,136 | PYTotalExpensesAmt |
| CY Total Expenses | $78,370,835 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$941,924 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$290,550 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $90,780,410 | TotalAssetsBOYAmt |
| Total Assets EOY | $91,530,020 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $22,930,464 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $23,682,696 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $67,849,946 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $67,847,324 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO STRENGTHEN OUR COMMUNITY BY IMPROVING THE QUALITY OF LIFE AND INSPIRING INDIVIDUALS AND FAMILIES TO DEVELOP THEIR FULLEST POTENTIAL IN SPIRIT, MIND AND BODY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $31,618,875 | ExpenseAmt |
| Revenue | $34,382,561 | RevenueAmt |
| Desc | HEALTHY LIVING - THE Y OFFERS A WIDE RANGE OF PROGRAMS AND SERVICES TO ENABLE PEOPLE TO LIVE HEALTHIER LIFESTYLES. THESE WELLNESS-BASED PROGRAMS FOCUS ON EXERCISE, NUTRITION, STRESS MANAGEMENT, HEALTH EDUCATION, THERAPEUTIC ACTIVITIES, AVOIDANCE OF DRUG AND ALCOHOL ABUSE, CHRONIC DISEASE PREVENTION AND MANAGEMENT AND OTHER SPECIALIZED NEEDS. A LIFELONG PROGRESSION OF HEALTH RELATED ACTIVITIES, EXPERIENCES, AND EDUCATION IS OFFERED FOR ALL AGES AND ABILITIES, AND ALSO ENCOURAGES PARTICIPANTS TO GIVE BACK AND HELP STRENGTHEN THEIR COMMUNITY. IN A WELCOMING ENVIRONMENT, MORE THAN 173,000 MEMBERS AND PARTICIPANTS RECEIVE SUPPORT TO LIVE A HEALTHIER LIFESTYLE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $35,814,965 | ExpenseAmt |
| Revenue | $24,690,600 | RevenueAmt |
| Desc | YOUTH DEVELOPMENT/SOCIAL RESPONSIBILITY - OUR Y IS COMMITTED TO NURTURING THE POTENTIAL OF EVERY CHILD AND TEEN. WE CULTIVATE THE VALUES, SKILLS AND RELATIONSHIPS THAT LEAD TO POSITIVE BEHAVIORS, EDUCATIONAL ACHIEVEMENT AND BETTER HEALTH. OUR PROGRAMS (INCLUDING CHILD CARE, AFTER SCHOOL, CAMPING, YOUTH SPORTS, LEADERSHIP DEVELOPMENT, SUMMER AND EARLY LEARNING, PARENT-CHILD AND FAMILY) OFFER EXPERIENCES THAT ENRICH COGNITIVE, SOCIAL, PHYSICAL AND EMOTIONAL GROWTH AND STRENGTHEN FAMILY CONNECTIONS. IN Y FACILITIES AND THROUGHOUT THE COMMUNITY, WE SERVE 100,000 CHILDREN AND TEENS. SUBSIDIES AND FINANCIAL ASSISTANCE MAKE PARTICIPATION POSSIBLE FOR THOSE IN NEED. OUR Y IS COMMITTED TO STRENGTHENING OUR COMMUNITY AND RESPONDING TO CRITICAL SOCIAL NEEDS. PROJECT CORNERSTONE IS OUR COMMUNITY INITIATIVE TO PARTNER WITH SCHOOLS, ENGAGE PARENT VOLUNTEERS, AND PROVIDE ON-CAMPUS PROGRAMMING TO 89,000 STUDENTS TO BUILD SELF-ESTEEM, PREVENT BULLYING AND RISKY BEHAVIORS, AND CREATE A POSITIVE SCHOOL CLIMATE. WE FIGHT HUNGER BY PROVIDING 798,500 HEALTHY MEALS AND SNACKS TO THOSE IN NEED. WE ENGAGE 12,000 DONORS AND 8,000 VOLUNTEERS WHO DEVOTE TIME AND RESOURCES TO HELP OTHERS. WE CREATE HEALTHY, BALANCED FAMILIES AND COMMUNITIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $67,433,840 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | 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 | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 | Yes (1) | 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 | 99 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 3300 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 29 | 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 | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| 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 | IRA HOLTZMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4083516455 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 SARATOGA AVENUE | AddressLine1Txt |
| City | SANTA CLARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95051 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (46 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | 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 |
|---|---|---|---|---|---|---|---|---|---|
| DAVID KENNEDY | |||||||||
| CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN SAVAGE | |||||||||
| IMMEDIATE PAST CHAIR | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| JANICE FRY | |||||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROOP LAKKARAJU | |||||||||
| VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ELIZABETH M VILARDO MD | |||||||||
| VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| BOB TALBOTT | |||||||||
| VICE CHAIR | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| DON LEE | |||||||||
| VICE CHAIR | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| TOM SQUERI | |||||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JIM HORI | |||||||||
| TREASURER | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| SCOTT NEELY | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| GAY KRAUSE | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ERVIE SMITH | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| KATHERINE MARTIN | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID PRATT | |||||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARK JOHNSEN | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| PAT ROMANO | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| RON FIOR | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SCOTT SEAMAN | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| STAN CHINCHEN | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| PAM FOLEY | |||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||||
| PAIGE RIVERON | |||||||||
| BOARD MEMBER | 0.25 | Yes (X) | $0 | $0 | $0 | ||||
| PHIL CAPIN | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL MOUL | |||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||||
| JOAN PLATT | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| FRANCIS EBONG | |||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MIKE COUCH | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ADAM STEIN | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JILL KISPERT | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHUCK GRANT | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SANDRA WALKER | |||||||||
| PRESIDENT/CEO | 40.00 | Yes (X) | $410,351 | $0 | $62,558 | Yes (X) | |||
| TOM NELSON | |||||||||
| CHIEF OPERATING OFFICER | 40.00 | $26,378 | $0 | $0 | Yes (X) | ||||
| IRA HOLTZMAN | |||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | $57,168 | $0 | $0 | Yes (X) | ||||
| JUDY HAYNER | |||||||||
| EVP & CHIEF STRATEGY/INNOVATION OFFICER | 40.00 | $276,916 | $0 | $45,380 | Yes (X) | ||||
| TONY GANGER | |||||||||
| CHIEF DEVELOPMENT OFFICER | 40.00 | $230,535 | $0 | $35,630 | Yes (X) | ||||
| KARLA JESSUP | |||||||||
| CHIEF HUMAN RESOURCES OFFICER | 40.00 | $251,567 | $0 | $32,519 | Yes (X) | ||||
| MARY HOSHIKO HAUGHEY | |||||||||
| SR VP, OPERATIONS | 40.00 | $218,543 | $0 | $44,181 | Yes (X) | ||||
| DAVID FISCH | |||||||||
| VP, PROPERTY | 40.00 | $193,997 | $0 | $44,983 | Yes (X) | ||||
| BARBARA CARDENAS | |||||||||
| DISTRICT EXECUTIVE DIRECTOR | 40.00 | $168,620 | $0 | $37,720 | Yes (X) | ||||
| RICK VALDEZ | |||||||||
| DISTRICT EXECUTIVE DIRECTOR | 40.00 | $187,862 | $0 | $31,429 | Yes (X) | ||||
| SUJAN VATTURI | |||||||||
| VP, INFORMATION & TECHNOLOGY | 40.00 | $137,830 | $0 | $8,017 | Yes (X) | ||||
| LORI MARTIN | |||||||||
| DIRECTOR, BUSINESS APPLICATIONS | 40.00 | $171,845 | $0 | $30,553 | Yes (X) | ||||
| RENEE ZIMMERMAN | |||||||||
| EXECUTIVE DIRECTOR | 40.00 | $162,314 | $0 | $22,420 | Yes (X) | ||||
| JULIE GRISWOLD | |||||||||
| EXECUTIVE DIRECTOR | 40.00 | $160,940 | $0 | $28,715 | Yes (X) | ||||
| KRISTINA BERNAL | |||||||||
| EXECUTIVE DIRECTOR | 40.00 | $141,266 | $0 | $17,775 | Yes (X) | ||||
| ELIZABETH JORDAN | |||||||||
| CHIEF OPERATING OFFICER (FORMER) | 40.00 | $367,184 | $0 | $26,349 | Yes (X) | ||||
| ED BARRANTES | |||||||||
| CHIEF FINANCIAL OFFICER (FORMER) | 40.00 | $201,900 | $0 | $30,735 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,365,216 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $498,964 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 15 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | 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 |
|---|---|---|---|---|---|
| SWA SERVICES GROUP | |||||
| 68 HAROLD AVE | SANTA CLARA | CA | 95050 | JANITORIAL SERVICES | $1,321,929 |
| VANCE BROWN INC | |||||
| 3197 PARK BLVD | PALO ALTO | CA | 94306 | CONSTRUCTION CONTRACTOR | $541,200 |
| ADP INC | |||||
| 820 N MCCARTHY BLVD | MILPITAS | CA | 95035 | PAYROLL SERVICES | $511,212 |
| ORACLE AMERICA INC | |||||
| 488 S ALMADEN AVE | SAN JOSE | CA | 95110 | COMPUTER SYSTEMS AND SOFTWARE | $356,373 |
| ELECTRIC LIGHTWAVE LLCINTEGRA TELECOM H | |||||
| 1732 N 1ST ST | SAN JOSE | CA | 95112 | TELEPHONE AND INTERNET | $249,551 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 26 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $88,894 | FundraisingAmt |
| Government Grants | $11,466,668 | GovernmentGrantsAmt |
| All Other Contributions | $6,850,949 | AllOtherContributionsAmt |
| Noncash Contributions | $668,489 | NoncashContributionsAmt |
| Total Contributions | $18,406,511 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PROGRAM, CHILD CARE AND CAMP FEES | 611710 | $30,259,441 | $30,259,441 |
| MEMBERSHIP DUES | 900099 | $28,452,411 | $28,452,411 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $58,711,852 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $498,101 | TotalRevenueColumnAmt |
| Exclusion | $498,101 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,082,635 | SecuritiesAmt |
| Other | $17,850 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $937,223 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $145,412 | SecuritiesAmt |
| Other | $17,850 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $163,262 | TotalRevenueColumnAmt |
| Exclusion | $163,262 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $40,410 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $88,894 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $101,160 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$60,750 | TotalRevenueColumnAmt |
| Exclusion | -$60,750 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $80,708 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $59,525 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,183 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $21,183 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $340,126 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $340,126 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $340,126 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $78,080,285 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $59,073,161 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $600,613 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,267,929 | TotalAmt |
| Program Services | $388,732 | ProgramServicesAmt |
| Management And General | $1,417,334 | ManagementAndGeneralAmt |
| Fundraising | $461,863 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,094,160 | TotalAmt |
| Program Services | $34,599,952 | ProgramServicesAmt |
| Management And General | $2,926,173 | ManagementAndGeneralAmt |
| Fundraising | $568,035 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,696,348 | TotalAmt |
| Program Services | $2,167,867 | ProgramServicesAmt |
| Management And General | $406,980 | ManagementAndGeneralAmt |
| Fundraising | $121,501 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,757,604 | TotalAmt |
| Program Services | $2,267,865 | ProgramServicesAmt |
| Management And General | $394,014 | ManagementAndGeneralAmt |
| Fundraising | $95,725 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,745,106 | TotalAmt |
| Program Services | $3,440,421 | ProgramServicesAmt |
| Management And General | $238,977 | ManagementAndGeneralAmt |
| Fundraising | $65,708 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,115 | TotalAmt |
| Management And General | $38,593 | ManagementAndGeneralAmt |
| Fundraising | $522 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,325 | TotalAmt |
| Management And General | $94,325 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,066 | TotalAmt |
| Management And General | $30,066 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,196,714 | TotalAmt |
| Program Services | $1,054,864 | ProgramServicesAmt |
| Management And General | $1,119,184 | ManagementAndGeneralAmt |
| Fundraising | $22,666 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $523,383 | TotalAmt |
| Program Services | $197,945 | ProgramServicesAmt |
| Management And General | $254,066 | ManagementAndGeneralAmt |
| Fundraising | $71,372 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,644,802 | TotalAmt |
| Program Services | $6,405,284 | ProgramServicesAmt |
| Management And General | $127,826 | ManagementAndGeneralAmt |
| Fundraising | $111,692 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $388,141 | TotalAmt |
| Program Services | $356,648 | ProgramServicesAmt |
| Management And General | $15,141 | ManagementAndGeneralAmt |
| Fundraising | $16,352 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,457,598 | TotalAmt |
| Program Services | $9,160,462 | ProgramServicesAmt |
| Management And General | $294,566 | ManagementAndGeneralAmt |
| Fundraising | $2,570 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $838,530 | TotalAmt |
| Program Services | $790,821 | ProgramServicesAmt |
| Management And General | $44,325 | ManagementAndGeneralAmt |
| Fundraising | $3,384 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $468,809 | TotalAmt |
| Program Services | $371,226 | ProgramServicesAmt |
| Management And General | $78,110 | ManagementAndGeneralAmt |
| Fundraising | $19,473 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $462,704 | TotalAmt |
| Management And General | $462,704 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $613,770 | TotalAmt |
| Program Services | $59,973 | ProgramServicesAmt |
| Management And General | $544,391 | ManagementAndGeneralAmt |
| Fundraising | $9,406 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,844,233 | TotalAmt |
| Program Services | $3,644,087 | ProgramServicesAmt |
| Management And General | $200,146 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $343,983 | TotalAmt |
| Program Services | $272,635 | ProgramServicesAmt |
| Management And General | $58,105 | ManagementAndGeneralAmt |
| Fundraising | $13,243 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BANK CHARGES | $1,177,008 | $1,132,547 | $2,255 | $42,206 |
| EQUIPMENT RENTAL/PURCHA | $1,018,582 | $965,587 | $35,393 | $17,602 |
| BAD DEBT | $528,768 | $95,943 | $432,825 | |
| ALL OTHER EXPENSES | $139,157 | $60,981 | $77,376 | $800 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,370,835 | TotalAmt |
| Program Services | $67,433,840 | ProgramServicesAmt |
| Management And General | $8,860,050 | ManagementAndGeneralAmt |
| Fundraising | $2,076,945 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,045 | BOYAmt |
| EOY | $6,044 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,267,235 | BOYAmt |
| EOY | $8,942,361 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $884,478 | BOYAmt |
| EOY | $604,027 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,598,185 | BOYAmt |
| EOY | $3,054,377 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $522,339 | BOYAmt |
| EOY | $153,406 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $116,022,975 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $52,915,762 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,121,242 | BOYAmt |
| EOY | $63,107,213 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,264,016 | BOYAmt |
| EOY | $9,386,294 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,080,870 | BOYAmt |
| EOY | $6,228,104 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,000 | BOYAmt |
| EOY | $48,194 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,780,410 | BOYAmt |
| EOY | $91,530,020 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,201,698 | BOYAmt |
| EOY | $6,983,050 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,952,543 | BOYAmt |
| EOY | $4,235,820 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,776,223 | BOYAmt |
| EOY | $12,355,080 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $108,746 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,930,464 | BOYAmt |
| EOY | $23,682,696 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,253,629 | BOYAmt |
| EOY | $58,531,149 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,649,256 | BOYAmt |
| EOY | $4,266,964 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,947,061 | BOYAmt |
| EOY | $5,049,211 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,849,946 | BOYAmt |
| EOY | $67,847,324 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,780,410 | BOYAmt |
| EOY | $91,530,020 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$290,550 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $287,928 | NetUnrlzdGainsLossesInvstAmt |
| 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 | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
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 | $41,765,204 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $43,204,388 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $42,514,963 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $44,848,536 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $46,858,922 | CurrentTaxYearAmt |
| Total | $219,192,013 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $41,765,204 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $43,204,388 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $42,514,963 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $44,848,536 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $46,858,922 | CurrentTaxYearAmt |
| Total | $219,192,013 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $219,192,013 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $307,688 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $386,867 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $271,112 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $317,785 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $498,101 | CurrentTaxYearAmt |
| Total | $1,781,553 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $210,455 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $202,067 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $175,703 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $249,812 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $48,160 | CurrentTaxYearAmt |
| Total | $886,197 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $221,859,763 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $151,471,312 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.98800 | PublicSupportCY170Pct |
| Public Support PY170 | 0.98620 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,424,768 | BeginningYearBalanceAmt |
| Contributions | $68,157 | ContributionsAmt |
| Investment Earnings Or Losses | $630,256 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $359,641 | OtherExpendituresAmt |
| End Year Balance | $9,763,540 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,575,863 | BeginningYearBalanceAmt |
| Contributions | $194,214 | ContributionsAmt |
| Investment Earnings Or Losses | $1,005,314 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $350,623 | OtherExpendituresAmt |
| End Year Balance | $9,424,768 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,084,461 | BeginningYearBalanceAmt |
| Contributions | $90,407 | ContributionsAmt |
| Investment Earnings Or Losses | -$177,545 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $421,460 | OtherExpendituresAmt |
| End Year Balance | $8,575,863 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,323,139 | BeginningYearBalanceAmt |
| Contributions | $105,199 | ContributionsAmt |
| Investment Earnings Or Losses | -$29,499 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $314,378 | OtherExpendituresAmt |
| End Year Balance | $9,084,461 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,201,977 | BeginningYearBalanceAmt |
| Contributions | $81,600 | ContributionsAmt |
| Investment Earnings Or Losses | $1,319,771 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $280,209 | OtherExpendituresAmt |
| End Year Balance | $9,323,139 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.27670 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.51210 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.21120 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $7,229,447 | InvestmentCostOrOtherBasisAmt |
| Book Value | $7,229,447 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $93,516,689 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $41,534,636 | DepreciationAmt |
| Book Value | $51,982,053 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $14,622,013 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $654,826 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,381,126 | DepreciationAmt |
| Book Value | $3,895,713 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $63,107,213 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| GOVERNMENT BONDS | $4,303,475 | F |
| CERTIFICATE OF DEPOSITS | $1,924,629 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $6,228,104 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL LEASES | Desc |
| Amt | $108,746 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $108,746 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $78,591,662 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $287,928 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $287,928 | RevenueNotReportedAmt |
| Revenue Subtotal | $78,303,734 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$223,449 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$223,449 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $78,080,285 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $78,594,284 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $223,449 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $223,449 | ExpensesNotReportedAmt |
| Expenses Subtotal | $78,370,835 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $78,370,835 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE UTILIZATION OF ENDOWMENT FUNDS CONFORMS TO THE INTENT OF THE DONORS AS SET UPON RECEIPT OF THE FUNDS. THE VARIOUS ACTIVITIES SUPPORTED BY ENDOWMENT FUNDS RANGE FROM SPECIFIC ACTIVITIES FOR YOUTH AND CHILDREN TO OVERALL FUNDING OF A VENUE'S FINANCIAL ASSISTANCE PROCESS. |
| PART X, LINE 2: | THE ASSOCIATION EVALUATES ITS UNCERTAIN TAX POSITIONS AND WILL RECOGNIZE A LOSS CONTINGENCY WHEN IT IS PROBABLE THAT A LIABILITY HAS BEEN INCURRED AS OF THE DATE OF THE FINANCIAL STATEMENTS AND THE AMOUNT OF THE LOSS CAN BE REASONABLE ESTIMATED. THE AMOUNT RECOGNIZED IS SUBJECT TO ESTIMATE AND MANAGEMENT JUDGMENT WITH RESPECT TO THE LIKELY OUTCOME OF EACH UNCERTAIN TAX POSITION. THE AMOUNT THAT IS ULTIMATELY SUSTAINED FOR AN INDIVIDUAL UNCERTAIN TAX POSITION FOR ALL UNCERTAIN TAX POSITIONS IN THE AGGREGATE COULD DIFFER FROM THE AMOUNT RECOGNIZED. AS OF JUNE 30, 2018 MANAGEMENT DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | EXPENSES RELATED TO SPECIAL EVENTS -101,160. EXPENSES RELATED TO COSTS OF GOODS SOLD -59,525. EXPENSES RELATED TO RENTAL REVENUES -62,764. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | EXPENSES RELATED TO SPECIAL EVENTS 101,160. EXPENSES RELATED TO COSTS OF GOOD SOLD 59,525. EXPENSES RELATED TO RENTAL REVENUES 62,764. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $56,670 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $45,960 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $10,710 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $10,775 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $11,671 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $3,520 | OtherDirectExpensesEvent1Amt |
| Event2 | ASSET BREAKFAST | Event2Nm |
| Gross Receipts Event2 | $72,634 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $42,934 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $29,700 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $4,000 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $32,092 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $39,102 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $129,304 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $88,894 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $40,410 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $14,775 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $43,763 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $42,622 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $101,160 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$60,750 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SANDRA WALKER | ||||||||||||||
| PRESIDENT/CEO | $406,919 | $0 | $0 | $0 | $3,432 | $0 | $45,926 | $0 | $16,632 | $0 | $472,909 | $0 | $0 | $0 |
| JUDY HAYNER | ||||||||||||||
| EVP & CHIEF STRATEGY/INNOVATION OFFI | $273,807 | $0 | $0 | $0 | $3,109 | $0 | $32,400 | $0 | $12,980 | $0 | $322,296 | $0 | $0 | $0 |
| TONY GANGER | ||||||||||||||
| CHIEF DEVELOPMENT OFFICER | $229,652 | $0 | $0 | $0 | $883 | $0 | $27,639 | $0 | $7,991 | $0 | $266,165 | $0 | $0 | $0 |
| KARLA JESSUP | ||||||||||||||
| CHIEF HUMAN RESOURCES OFFICER | $251,073 | $0 | $0 | $0 | $494 | $0 | $24,222 | $0 | $8,297 | $0 | $284,086 | $0 | $0 | $0 |
| MARY HOSHIKO HAUGHEY | ||||||||||||||
| SR VP, OPERATIONS | $216,965 | $0 | $0 | $0 | $1,578 | $0 | $27,177 | $0 | $17,004 | $0 | $262,724 | $0 | $0 | $0 |
| DAVID FISCH | ||||||||||||||
| VP, PROPERTY | $193,240 | $0 | $0 | $0 | $757 | $0 | $24,222 | $0 | $20,761 | $0 | $238,980 | $0 | $0 | $0 |
| BARBARA CARDENAS | ||||||||||||||
| DISTRICT EXECUTIVE DIRECTOR | $166,821 | $0 | $0 | $0 | $1,799 | $0 | $20,815 | $0 | $16,905 | $0 | $206,340 | $0 | $0 | $0 |
| RICK VALDEZ | ||||||||||||||
| DISTRICT EXECUTIVE DIRECTOR | $186,566 | $0 | $0 | $0 | $1,296 | $0 | $22,551 | $0 | $8,878 | $0 | $219,291 | $0 | $0 | $0 |
| LORI MARTIN | ||||||||||||||
| DIRECTOR, BUSINESS APPLICATIONS | $170,722 | $0 | $0 | $0 | $1,123 | $0 | $20,511 | $0 | $10,042 | $0 | $202,398 | $0 | $0 | $0 |
| RENEE ZIMMERMAN | ||||||||||||||
| EXECUTIVE DIRECTOR | $161,732 | $0 | $0 | $0 | $582 | $0 | $19,539 | $0 | $2,881 | $0 | $184,734 | $0 | $0 | $0 |
| JULIE GRISWOLD | ||||||||||||||
| EXECUTIVE DIRECTOR | $160,713 | $0 | $0 | $0 | $227 | $0 | $19,498 | $0 | $9,217 | $0 | $189,655 | $0 | $0 | $0 |
| KRISTINA BERNAL | ||||||||||||||
| EXECUTIVE DIRECTOR | $141,058 | $0 | $0 | $0 | $208 | $0 | $16,821 | $0 | $954 | $0 | $159,041 | $0 | $0 | $0 |
| ELIZABETH JORDAN | ||||||||||||||
| CHIEF OPERATING OFFICER (FORMER) | $216,749 | $0 | $0 | $0 | $150,435 | $0 | $25,880 | $0 | $469 | $0 | $393,533 | $0 | $0 | $0 |
| ED BARRANTES | ||||||||||||||
| CHIEF FINANCIAL OFFICER (FORMER) | $199,833 | $0 | $0 | $0 | $2,067 | $0 | $24,049 | $0 | $6,686 | $0 | $232,635 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES: UPON REQUEST, ACTIVE AND RETIRED EMPLOYEES RECEIVE A FREE ADULT MEMBERSHIP TO THE ASSOCIATION. FULL TIME EMPLOYEES QUALIFY FOR A FAMILY MEMBERSHIP. THE ASSOCIATION INCURS NO ADDITIONAL COST IN GRANTING THESE MEMBERSHIPS. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA MUNICIPAL FINANCE AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 201569466 | BondIssuerEIN |
| Bond Issued | 2013-01-29 | BondIssuedDt |
| Issue Price | $14,427,500 | IssuePriceAmt |
| Purpose | TO FINANCE AND REFINANCE THE BUILDING AND LAND USED BY THE ASSOCIATION. | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $14,427,500 | TotalProceedsAmt |
| Capitalized Interest | $99,358 | CapitalizedInterestAmt |
| Issuance Costs From Proceeds | $223,554 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $1,909,005 | CapitalExpendituresAmt |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | 0 | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 12 | ContributionCnt |
| Noncash Contributions Rpt F990 | $73,951 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG HI/LOW GIFT DATE | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $493,737 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | SOFTWARE LICENSE | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $101,161 | NoncashContributionsRptF990Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE ASSOCIATION HAS A "FORM 990 BOARD REVIEW POLICY" THAT DESCRIBES THE INVOLVEMENT OF THE STAFF AND THE AUDIT COMMITTEE OF THE BOARD. THE AUDIT COMMITTEE, SUBSEQUENT TO ITS REVIEW AND APPROVAL, DISSEMINATES A DRAFT TO THE BOARD FOR FURTHER COMMENTS, PRIOR TO FORMAL FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL PARTIES THAT COULD HAVE EXPOSURE TO CONFLICT OF INTEREST ARE REQUESTED TO FILL OUT A COMPLIANCE FORM, CONSISTENT WITH PRIOR YEAR. |
| FORM 990, PART VI, SECTION B, LINE 15 | SENIOR HR OFFICER COMPILES APPROPRIATE DATA AND MEETS WITH THE EXECUTIVE COMMITTEE. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE ASSOCIATION MAKES FORMS 1023 AND 990 AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ASSOCIATION MAKES GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: OVERSIGHT OF THE AUDIT | THE ASSOCIATION'S PROCESS FOR OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM PREVIOUS YEARS. THE ASSOCIATION'S BOARD OF DIRECTORS REVIEW THE AUDITED FINANCIAL STATEMENTS IN DRAFT FORM TO ENSURE THAT THE FINANCIAL STATEMENTS APPEAR REASONABLE BASED UPON THEIR KNOWLEDGE OF THE CURRENT YEAR ACTIVITIES. THE SELECTION OF THE INDEPENDENT ACCOUNTANTS IS PERFORMED ANNUALLY. THE ASSOCIATION'S BOARD OF DIRECTORS EXERCISE THEIR DUE DILIGENCE THROUGH A PROPOSAL PROCESS, PERFORMED EVERY FEW YEARS, TO ENSURE THAT THE SERVICES AND COST IS APPROPRIATE. |
| FORM 990, SCHEDULE M, QUESTION 31:ACCEPTANCE OF NON-STANDARD GIFTS | THE ASSOCIATION HAS A GIFT ACCEPTANCE POLICY THAT REQUIRES THE REVIEW OF ANY NON-STANDARD GIFTS. AS PART OF THE OVERALL POLICY, THE ASSOCIATION WILL NOT ACCEPT ANY GIFT THAT IS NOT IN THE BEST INTERESTS OF THE DONOR OR THE ASSOCIATION. THE BOARD OF DIRECTORS SHALL CONSIDER EXCEPTIONS TO THE STANDARD GIFTS OR POTENTIAL GIFTS NOT DEEMED STANDARD PER THE ACCEPTANCE POLICY. THE BOARD SHALL ALSO CONSIDER RECOMMENDATIONS OF POTENTIAL GIFTS FROM THE FINANCIAL DEVELOPMENT COMMITTEE, ENDOWMENT DEVELOPMENT COMMITTEE, THE FINANCE COMMITTEE, THE INVESTMENT COMMITTEE, THE PROPERTY COMMITTEE, THE CHIEF EXECUTIVE OFFICER, THE CHIEF FINANCIAL OFFICER, THE CHIEF OPERATING OFFICER, THE CHIEF DEVELOPMENT OFFICER, AND THE BRANCH EXECUTIVE DIRECTOR. |
| FORM 990 ITEM C | THE ASSOCIATION HAS BEEN SERVING SILICON VALLEY COMMUNITIES FOR 150 YEARS AND ARE KNOWN IN THE COMMUNITIES TO BE "DOING BUSINESS AS" DIFFERENT NAMES, SUCH AS, PRIOR LEGAL NAMES OF THE ASSOCIATION, BRANCH LOCATIONS, ABBREVIATED NAMES AND MORE. THE BELOW LISTING RELATES TO THE NAMES THE ASSOCIATION HAS BEEN KNOWN TO OPERATE UNDER THAT VARY FROM THE LEGAL NAME. -YMCA OF SILICON VALLEY -YOUNG MEN'S CHRISTIAN ASSOCIATION OF SANTA CLARA VALLEY -YMCA OF THE MID-PENINSULA -YOUNG MEN'S CHRISTIAN ASSOCIATION OF SAN JOSE, CALIFORNIA -YOUNG MEN'S CHRISTIAN ASSOCIATION OF SAN JOSE AND SANTA CLARA VALLEY -SOUTH VALLEY FAMILY YMCA -MT. MADONNA YMCA -CENTRAL YMCA -NORTHWEST YMCA -EAST VALLEY FAMILY YMCA -SOUTHWEST YMCA -YMCA OF THE REDWOODS -LEWIS AND JOAN PLATT EAST PALO ALTO FAMILY YMCA -PALO ALTO FAMILY YMCA -EL CAMINO YMCA -SEQUOIA YMCA -PROJECT CORNERSTONE |