2018-05-15T14:09:23-05:00 2017-06-30 953309779 Gursey Schneider LLP 1888 Century Park East Suite 900 Los Angeles CA 900671735 990 2016-07-01 953180934 FULFILLMENT FUND FULF 3239399707 6100 WILSHIRE BLVD No 600 LOS ANGELES CA 90048 Daniel K Forkkio VP Finance & Admin 3239008721 2018-05-14 1 Naz Afshar P00441843 3105520960 2016 2022-09-23 18:48:47Z Daniel K Forkkio 6100 WILSHIRE BLVD SUITE 600 LOS ANGELES CA 90048 5047165 0 X WWW.FULFILLMENT.ORG X 1977 CA TO MAKE COLLEGE A REALITY FOR STUDENTS GROWING UP IN EDUCATIONALLY AND ECONOMICALLY UNDERRESOURCED COMMUNITIES. 25 25 45 500 0 0 3305577 4477752 171245 116592 47841 101130 0 0 3524663 4695474 451134 428913 0 0 3022760 2890282 0 0 1030881 1449295 2019012 4923189 5338207 -1398526 -642733 5545771 5176868 650801 572213 4894970 4604655 X TO MAKE COLLEGE A REALITY FOR STUDENTS GROWING UP IN EDUCATIONALLY AND ECONOMICALLY UNDERRESOURCED COMMUNITIES. THROUGH IN-DEPTH AND INDIVIDUALIZED SUPPORT, THE FULFILLMENT FUND HELPS THOUSANDS OF STUDENTS EACH YEAR. 0 0 1809847 116592 HIGH SCHOOL PROGRAM: 9TH - 12TH GRADE STUDENTS ATTENDING FULFILLMENT FUND PARTNER SCHOOLS RECEIVE CLASSROOM-BASED INSTRUCTION, ONE-ON-ONE COLLEGE AND FINANCIAL AID COUNSELING, SAT PREPARATION, COLLEGE SITE VISITS AND EXPERIENTIAL LEARNING ACTIVITIES. OUR PROGRAMS OPEN YOUNG PEOPLES EYES TO THE POSSIBILITY OF HIGHER EDUCATION, AND CHANGE THEIR BELIEFS ABOUT WHAT THEY ARE CAPABLE OF ACHIEVING.THE LESSONS OF THE FULFILLMENT FUND HIGH SCHOOL CLASSROOM CURRICULUM ARE FOCUSED ON FOUR THEMES; HIGH SCHOOL GRADUATION READINESS, SELF-ADVOCACY AND EMPOWERMENT, PRACTICAL LIFE SKILLS AND COLLEGE READINESS.DURING THE 2016-17 ACADEMIC YEAR, THE FULFILLMENT FUND EXTENDED ITS HIGH SCHOOL PROGRAM TO SERVE MORE THAN 600 STUDENTS ATTENDING TWO HIGH SCHOOLS IN ECONOMICALLY UNDERRESOURCED COMMUNITIES IN CLARK COUNTY, NEVADA. THIS PROGRAM IS NOW INCORPORATED AS FULFILLMENT FUND LAS VEGAS, AN INDEPENDENT NONPROFIT ORGANIZATION. 898647 MENTORING PROGRAM: THE FULFILLMENT FUND MATCHES STUDENTS WITH A CARING, COMMITTED ADULT MENTOR VOLUNTEER WHO PROVIDES ONE-ON-ONE SUPPORT AND GUIDANCE ON THE STUDENTS PATH TO HIGH SCHOOL GRADUATION AND TRANSITION TO COLLEGE. THE FULFILLMENT FUND PROVIDES IN-DEPTH TRAINING TO ALL MENTORS, AS WELL AS ONGOING SUPPORT TO EACH MENTOR-STUDENT TEAM. 1046959 428913 POST-SECONDARY SERVICES: FULFILLMENT FUND STUDENTS MATRICULATING TO COLLEGE ARE ELIGIBLE TO COMPETE FOR FULFILLMENT FUND COLLEGE SCHOLARSHIPS. AS STUDENTS PROGRESS THROUGH COLLEGE, THE FULFILLMENT FUND SCHOLARSHIP PROGRAM PROVIDES TUITION SUPPORT AND GUIDANCE IN DIRECTING STUDENTS TO ACADEMIC, CAREER AND WORKFORCE TRAINING SERVICES AT THEIR COLLEGE SO THEY CAN COMPLETE THEIR DEGREE AND EMBARK ON A PROFESSIONAL CAREER. AS THEY GRADUATE FROM COLLEGE, FULFILLMENT FUND ALUMNI ARE ENCOURAGED TO SUPPORT THE ORGANIZATION AND THE NEXT GENERATION OF STUDENTS BY BECOMING DONORS, MENTORS, VOLUNTEERS AND AMBASSADORS. IN THIS WAY, THE WORK OF THE FULFILLMENT FUND PERPETUATES A CYCLE OF GIVING IN THE COMMUNITY. 3755453 1 1 0 0 0 0 0 0 0 1 1 1 0 1 0 1 1 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 19 0 1 45 1 0 0 0 0 0 1 1 0 0 0 0 X 25 25 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X X Daniel K Forkkio 3239008749 6100 WILSHIRE BLVD SUITE 600 LOS ANGELES CA 90048 MONICA AUSTIN DIRECTOR 1.00 X 0 0 0 PAMELA BUFFETT DIRECTOR 1.00 X 0 0 0 DAVID CASARES DIRECTOR 1.00 X 0 0 0 SANFORD R CLIMAN Director 1.00 X 0 0 0 VERONICA ESTRADA DIRECTOR 1.00 X 0 0 0 CHERNA GITNICK CO-FOUNDER 1.00 X 0 0 0 GARY GITNICK CHAIRMAN AND FOUNDER 10.00 X X 0 0 0 JANICE GOLDMAN DIRECTOR 1.00 X 0 0 0 ROBERT GOLDMAN DIRECTOR 1.00 X 0 0 0 MARK GORDON DIRECTOR 1.00 X 0 0 0 JANA WARING GREER DIRECTOR 1.00 X 0 0 0 TRACY HERRIOTT DIRECTOR 1.00 X 0 0 0 DAVID HUGHES DIRECTOR 1.00 X 0 0 0 JI JEON CFO 1.00 X 0 0 0 CHARLES KAPLAN DIRECTOR 1.00 X 0 0 0 ERIC KRAUTHEIMER DIRECTOR 1.00 X 0 0 0 CHRIS MELEDANDRI DIRECTOR 1.00 X 0 0 0 RICH ROSS DIRECTOR 1.00 X 0 0 0 CARL SCHUSTER DIRECTOR 1.00 X 0 0 0 JEFF SMITH DIRECTOR 1.00 X 0 0 0 HARLAN SPINNER DIRECTOR 1.00 X 0 0 0 ANNE SWEENEY DIRECTOR 1.00 X 0 0 0 BRIAN K WERDESHEIM DIRECTOR 1.00 X 0 0 0 CARLA MANN WOODS DIRECTOR 1.00 X 0 0 0 Wendy Spinner Director 1.00 X 0 0 0 Erin Cox Director 1.00 X 0 0 0 Brandon Chapnick Director 1.00 X 0 0 0 ERIC ESRAILIAN MD DIRECTOR 10.00 X 0 0 0 JOSH KLINEFELTER President 1.00 X 0 0 0 MADELEINE SHERAK PHD VICE PRESIDENT 1.00 X 0 0 0 MARY ANN TODD ESQ SECRETARY 1.00 X 0 0 0 MARIA ESPINOSA CEO 40.00 X 156589 0 0 KENNETH ROGERS Officer 40.00 X 160000 0 0 KADAR LEWIS Officer 40.00 X 111756 0 0 428345 0 0 3 0 1 0 ROBERT HALF INTERNATIONAL PO BOX 743295 LOS ANGELES CA 900743295 ACCOUNTING 263368 1 1661853 2815899 257828 4477752 PROGRAM SERVICE FEES 900099 116592 116592 116592 48765 48765 52365 0 52365 52365 52365 351691 1661853 351691 0 4695474 116592 0 101130 428913 428913 365343 274007 45668 45668 2114127 1681192 21664 411271 410812 299208 29810 81794 216765 216765 368525 200183 34937 133405 25060 25056 2 2 466572 294428 50622 121522 19151 15087 1885 2179 40951 26955 5067 8929 38119 24638 4881 8600 NON CASH EXPENSES 257828 198552 0 59276 MEALS AND CULTURAL ACTI 209690 140634 2957 66099 bad debt 123589 123589 MILEAGE AND PARKING 91925 59466 9851 22608 160837 87134 4175 69528 5338207 3755453 551873 1030881 168701 437539 898360 836474 603881 58400 76747 806862 729148 108580 77714 3432407 2972856 503670 547310 5545771 5176868 613113 556213 11688 26000 16000 650801 572213 X 3793672 3708766 809290 603881 292008 292008 4894970 4604655 5545771 5176868 X -642733 329394 23024 X X 0 1 X 1 0 X 4119452 4060452 4035626 3422060 4643710 20281300 4119452 4060452 4035626 3422060 4643710 20281300 3103864 17177436 11979 72058 34283 43273 44265 205858 20487158 0.83840 0.70790 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 292008 292008 292008 292008 292008 292008 305041 -13033 292008 293062 11979 305041 0 0 806862 729148 77714 77714 investments 2972856 F 2972856 CASH SURRENDER VALUE OF INSURANCE POLICY 380906 SECURITY DEPOSIT 24988 OTHER RECEIVABLES 141416 547310 X 5097258 329394 49366 23024 401784 4695474 0 4695474 5387573 49366 49366 5338207 0 5338207 Part X, Line 2: The Fulfillment Fund evaluates tax positions and recognizes a liability for any positions that would not be considered "more likely than not" to be upheld under a tax authority examination. If such issues exist, the Fulfillment Fund's policy will be to recognize any tax liability so recorded, including applicable interest and penalties, as a component of income tax expense. No such positions have been identified. During the years ended June 30, 2017 and 2016, the Fulfillment Fund recognized no interest or penalties. Part XI, Line 2d - Other Adjustments: INCREASE IN CASH SURRENDER VALUE OF LIFE INSURANCE POLICIES: $23,024 PART V, LINE 4 TO BUILD AN ENDOWMENT TO SECURE THE FUTURE OF THE ORGANIZATION. X X X X X X 0 LEVY PAZANTI & ASSOCIATES 9911 W PICO BLVD SUITE 510 LOS ANGELES CA 90035 FUNDRAISING AND EVENT PLANNING SERVICES 0 2102044 25000 2077044 2102044 25000 2077044 CA STARS DINNER GALA 1781109 1562674 218435 40006 98943 79487 TASTE OF SUMMER 78408 29935 48473 12500 7187 21599 154027 69244 84783 21258 4205 66506 2013544 1661853 351691 73764 110335 167592 351691 0 1 SCHOLARSHIPS 298 428913 FMV N/A X X X X X 0 0 0 0 0 0 0 0 0 MARIA ESPINOSA CEO 156589 0 0 0 0 0 0 0 0 0 156589 0 0 0 KENNETH ROGERS Officer 160000 0 0 0 0 0 0 0 0 0 160000 0 0 0 X 16 103158 FMV X TRAVEL & EVENTS 51 44508 FMV X HOUSEHOLD GOODS 8 21662 FMV 0 1 0 Form 990, Part VI, Section A, line 2 GARY GITNICK, CHAIRMAN AND FOUNDER, IS MARRIED TO CHERNA GITNICK, A DIRECTOR OF THE BOARD. ROBERT GOLDMAN, A DIRECTOR OF THE BOARD, IS MARRIED TO JANICE GOLDMAN, A DIRECTOR OF THE BOARD. LUCIA RODRIGUEZ, A DIRECTOR OF THE BOARD, IS MARRIED TO LUPE RODRIGUEZ, A DIRECTOR OF THE BOARD. TOM SHERAK, A DIRECTOR OF THE BOARD, IS MARRIED TO MADELEINE SHERAK, PH.D., A DIRECTOR OF THE BOARD. Form 990, Part VI, Section B, line 11b THE AUDIT COMMITTEE OF THE BOARD OF GOVERNORS HAS BEEN VESTED WITH THE AUTHORITY TO REVIEW AND APPROVE THE FORM 990 ON BEHALF OF THE BOARD. UPON COMPLETION OF THE FORM 990 (WHICH IS PREPARED BY OUTSIDE TAX PROFESSIONALS WITH THE ASSISTANCE OF MANAGEMENT), THE DRAFT FORM 990 IS PRESENTED TO THE AUDIT COMMITTEE. THE AUDIT COMMITTEE MEETS (EITHER IN PERSON OR TELEPHONICALLY) TO REVIEW THE FORM 990 AND ASK ANY NECCESSARY QUESTIONS OF MANAGEMENT. ONCE COMMITTEE MEMBERS HAVE SATISFIED THEMSELVES AS TO COMPLETENESS AND ACCURACY OF THE FORM 990, THE COMMITTEE APPROVES THE FILING OF THE FORM 990 AS PRESENTED. THE APPROVED FORM 990 IS THEN DISTRIBUTED TO THE FULL BOARD AT THE NEXT BOARD MEETING FOR FULL BOARD APPROVAL. FORM 990, PART VI, SECTION C, LINE 18: THE ORGANIZATION'S FORM 1023 IS AVAILABLE TO THE PUBLIC THROUGH THE ORGANIZATION'S WEBSITE OR UPON REQUEST. FORM 990 IS AVAILABLE TO THE PUBLIC THROUGH THE ORGANIZATION'S WEBSITE, THROUGH WWW.GUIDESTAR.ORG, WHICH IS A PUBLIC WEBSITE, OR UPON REQUEST. Form 990, Part VI, Section B, line 12c BOARD MEMBERS RECEIVE ANNUAL TRAINING ON COMPLETING THE CONFLICT OF INTEREST POLICY AND ARE REQUIRED TO RECOMMIT TO THE POLICY EACH YEAR, DISCLOSING CONFLICTS AS APPLICABLE. Form 990, Part VI, Section B, line 15 ALL SALARIES, INCLUDING THOSE OF KEY EMPLOYEES AND OFFICERS, ARE INITIALLY ESTABLISHED BASED ON COMPENSATION SURVEYS AND RELATED INDUSTRY BENCHMARKS AND ARE RE-EVAULATED PERIODICALLY AGAINST SUBSEQUENT COMPENSATION STUDIES, WITH ADJUSTMENTS MADE AS NECCESSARY BASED UPON SAID STUDIES. THE BOARD REVIEWS THE SALARY BUDGET IN THE AGGREGATE ON AN ANNUAL BASIS, REQUESTING MORE SPECIFIC INFORMATION AS NEEDED. A COMPENSATION SUBCOMMITTEE OF THE BOARD WAS ESTABLISHED TO SET THE CEO'S SALARY SPECIFICALLY. Form 990, Part VI, Section C, line 19 THE ORGANIZATION'S FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC AS A PART OF ITS ANNUAL REPORT, AVAILABLE ON ITS WEBSITE. ADDITIONALLY, GOVERNING DOCUMENTS, CONFLICT OF INTEREST OF POLICIES AND FINANCIAL STATEMENTS ARE ALL AVAILABLE UPON REQUEST FROM THE ORGANIZATION'S OFFICE. Form 990, Part XI, line 9: INCREASE IN CASH SURRENDER VALUE OF LIFE INSURANCE POLICIES: 23,024. PART XII, LINE 2C EXPLANATION THE ORGANIZATION USED GURSEY SCHNEIDER LLP AS THEIR AUDITORS. FULFILLMENT FUND LAS VEGAS (FFLV) 3100 E PATRICK LANE LAS VEGAS NV 89120 462083219 PROVIDING STUDENTS WITH EDUCATIONAL ASSISTANCE AND COLLEGE READINESS. NV 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0