PAHARA INSTITUTE INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- PAHARA INSTITUTE INC (EIN 45-5141625)
- Tax period
- 2016-10-01 to 2017-09-30
- Filed
- 2018-04-13
- IRS object ID
- 201811039349300401
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-04-13T03:32:03-05:00 | ReturnTs |
| Tax Period End | 2017-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061009205 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUM SHAPIRO & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 PINE HILL DRIVE SUITE 301 | AddressLine1Txt |
| City | QUINCY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021697431 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 455141625 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAHARA INSTITUTE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PAHA | BusinessNameControlTxt |
| Phone | 5109842513 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 340 SOUTH LEMON AVE NO 2927 | AddressLine1Txt |
| City | WALNUT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91789 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIMBERLY C SMITH | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 5109842513 | PhoneNum |
| Signature | 2018-03-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELLE Y HATCH | PreparerPersonNm |
| PTIN | P01222458 | PTIN |
| Phone | 7819821001 | PhoneNum |
| Preparation | 2018-03-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.200.120.74 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-03-13 | IPDt |
| IP Tm | 07:53:38 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7B14BF2BF8F8AC217E314A41F868DB69370B8F6F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 32C2B15C8AAF7E27428FAF8181EC4CA1A501E391 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KIMBERLY C SMITH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 340 SOUTH LEMON AVE NO 2927 | AddressLine1Txt |
| City | WALNUT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91789 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,789,033 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PAHARA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2012 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | PAHARA INSTITUTE IDENTIFIES, STRENGTHENS, AND SUSTAINS DIVERSE, HIGH-POTENTIAL LEADERS WHO ARE REIMAGINING PUBLIC EDUCATION, SO THAT EVERY CHILD IN AMERICA HAS ACCESS TO AN EXCELLENT PUBLIC SCHOOL. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 17 | TotalEmployeeCnt |
| Total Volunteers | 4 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,868,084 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,002,641 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $101,969 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $50,615 | PYInvestmentIncomeAmt |
| CY Investment Income | -$13,608 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $5,020,668 | PYTotalRevenueAmt |
| CY Total Revenue | $6,989,033 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $310,309 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,189 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,049,372 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,253,709 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $111,967 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,312,172 | PYOtherExpensesAmt |
| CY Other Expenses | $2,483,389 | CYOtherExpensesAmt |
| PY Total Expenses | $5,671,853 | PYTotalExpensesAmt |
| CY Total Expenses | $4,740,287 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$651,185 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,248,746 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,295,779 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,240,035 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $564,962 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $260,472 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,730,817 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,979,563 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PAHARA INSTITUTE IDENTIFIES, STRENGTHENS, AND SUSTAINS DIVERSE, HIGH-POTENTIAL LEADERS WHO ARE REIMAGINING PUBLIC EDUCATION, SO THAT EVERY CHILD IN AMERICA HAS ACCESS TO AN EXCELLENT PUBLIC SCHOOL. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,188,300 | ExpenseAmt |
| Grant | $3,189 | GrantAmt |
| Desc | THE PAHARA INSTITUTE DEVELOPS AND FACILITATES LEADERSHIP DEVELOPMENT PROGRAMS WHICH STRENGTHEN AND SUSTAIN DIVERSE, HIGH-POTENTIAL LEADERS WHO ARE REIMAGINING PUBLIC EDUCATION IN AMERICA. IN ORDER TO ACHIEVE EDUCATIONAL EQUITY AND EXCELLENCE AT THE SAME TIME, WE MUST MAKE BOLD IMPROVEMENTS TO OUR PUBLIC SCHOOL SYSTEM, SO THAT EVERY CHILD HAS ACCESS TO AN EXCELLENT PUBLIC SCHOOL. A STRONG CADRE OF INNOVATIVE LEADERS IS NEEDED TO PUSH FOR NEW SOLUTIONS, POLICIES, AND PRACTICES THAT CREATE EQUITABLE AND HIGH QUALITY EDUCATIONAL OPPORTUNITIES FOR ALL CHILDREN- ESPECIALLY THOSE FROM LOW-INCOME AND UNDERSERVED COMMUNITIES. DURING THE CURRENT FISCAL YEAR, THE INSTITUTE HAD 620 PARTICIPANTS IN ITS PROGRAMS. | Desc |
| Total Program Service Expenses | $4,188,300 | 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 | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 29 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 17 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | 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 | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIMBERLY SMITH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5109842513 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 340 SOUTH LEMON AVE NO 2927 | AddressLine1Txt |
| City | WALNUT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91789 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 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 |
|---|---|---|---|---|---|---|---|---|
| GENE WADE | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| REED HASTINGS | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER REILING | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| SIDNEY SMITH | ||||||||
| SECRETARY & DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| KIMBERLY SMITH | ||||||||
| PRESIDENT & DIRECTOR | 40.00 | Yes (X) | $397,500 | $0 | $22,076 | Yes (X) | ||
| SAAMRA MEKURIA-GRILLO | ||||||||
| TREASURER/VP OF STRATEGY & OPERATION | 40.00 | $187,246 | $0 | $20,101 | Yes (X) | |||
| ADRIA GOODSON | ||||||||
| CHIEF PROGRAM OFFICER | 40.00 | $225,000 | $0 | $8,614 | Yes (X) | |||
| BRANDON MALMBERG | ||||||||
| DIR. OF NETWORK & SELECTION | 40.00 | $131,042 | $0 | $16,654 | Yes (X) | |||
| TRACI DOVE | ||||||||
| DIRECTOR OF SELECTION | 40.00 | $115,699 | $0 | $11,146 | Yes (X) | |||
| IDRISSA SIMMONDS | ||||||||
| DIR. OF NEXTGEN FELLOWSHIP | 40.00 | $116,600 | $0 | $12,493 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,173,087 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $91,084 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THIRDWAY SOLUTIONS LLC | |||||
| 275 MADISON AVENUE SUITE 1905 | NEW YORK | NY | 10016 | EDUCATION CONSULTING - GRANT FUNDED | $250,000 |
| HOGAN LOVELLS US LLP | |||||
| ONE TABOR CENTER STE 1500 1200 SEVE | DENVER | CO | 80202 | REAL ESTATE CONSULTING | $176,238 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $7,002,641 | AllOtherContributionsAmt |
| Noncash Contributions | $588 | NoncashContributionsAmt |
| Total Contributions | $7,002,641 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7 | TotalRevenueColumnAmt |
| Exclusion | $7 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $786,385 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $800,000 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$13,615 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$13,615 | TotalRevenueColumnAmt |
| Exclusion | -$13,615 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,989,033 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$13,608 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,189 | TotalAmt |
| Program Services | $3,189 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $821,435 | TotalAmt |
| Program Services | $694,000 | ProgramServicesAmt |
| Management And General | $39,707 | ManagementAndGeneralAmt |
| Fundraising | $87,728 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,116,146 | TotalAmt |
| Program Services | $979,103 | ProgramServicesAmt |
| Management And General | $137,043 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,586 | TotalAmt |
| Program Services | $22,923 | ProgramServicesAmt |
| Management And General | $14,134 | ManagementAndGeneralAmt |
| Fundraising | $529 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,152 | TotalAmt |
| Program Services | $81,281 | ProgramServicesAmt |
| Management And General | $66,871 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,390 | TotalAmt |
| Program Services | $110,556 | ProgramServicesAmt |
| Management And General | $15,777 | ManagementAndGeneralAmt |
| Fundraising | $4,057 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,173 | TotalAmt |
| Program Services | $15,173 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,325 | TotalAmt |
| Management And General | $30,325 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $493,292 | TotalAmt |
| Program Services | $449,930 | ProgramServicesAmt |
| Management And General | $32,616 | ManagementAndGeneralAmt |
| Fundraising | $10,746 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,230 | TotalAmt |
| Management And General | $1,230 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,902 | TotalAmt |
| Program Services | $7,621 | ProgramServicesAmt |
| Management And General | $48,138 | ManagementAndGeneralAmt |
| Fundraising | $143 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,047 | TotalAmt |
| Program Services | $46,123 | ProgramServicesAmt |
| Management And General | $6,682 | ManagementAndGeneralAmt |
| Fundraising | $2,242 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,864 | TotalAmt |
| Program Services | $39,817 | ProgramServicesAmt |
| Management And General | $21,027 | ManagementAndGeneralAmt |
| Fundraising | $6,020 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,715,758 | TotalAmt |
| Program Services | $1,715,758 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,319 | TotalAmt |
| Program Services | $10,322 | ProgramServicesAmt |
| Management And General | $1,495 | ManagementAndGeneralAmt |
| Fundraising | $502 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,840 | TotalAmt |
| Management And General | $1,840 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| TRAINING | $20,514 | $10,093 | $10,421 |
| BOOKS & SUBSCRIPTIONS | $13,299 | $1,661 | $11,638 |
| MISCELLANEOUS | $1,826 | $750 | $1,076 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,740,287 | TotalAmt |
| Program Services | $4,188,300 | ProgramServicesAmt |
| Management And General | $440,020 | ManagementAndGeneralAmt |
| Fundraising | $111,967 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,228,423 | BOYAmt |
| EOY | $1,763,088 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,189 | BOYAmt |
| EOY | $130,007 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,799,280 | BOYAmt |
| EOY | $3,050,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $234,070 | BOYAmt |
| EOY | $277,376 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $56,114 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $36,550 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,817 | BOYAmt |
| EOY | $19,564 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,295,779 | BOYAmt |
| EOY | $5,240,035 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $377,462 | BOYAmt |
| EOY | $260,472 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $187,500 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $564,962 | BOYAmt |
| EOY | $260,472 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,101 | BOYAmt |
| EOY | $1,154,563 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,719,716 | BOYAmt |
| EOY | $3,825,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,730,817 | BOYAmt |
| EOY | $4,979,563 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,295,779 | BOYAmt |
| EOY | $5,240,035 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,248,746 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,288,464 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,019,660 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,749,648 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,868,084 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,002,641 | CurrentTaxYearAmt |
| Total | $27,928,497 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,288,464 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,019,660 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,749,648 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,868,084 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,002,641 | CurrentTaxYearAmt |
| Total | $27,928,497 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $14,817,317 | SubstantialContributorsTotAmt |
| Public Support Total170 | $13,111,180 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $7 | CurrentTaxYearAmt |
| Total | $7 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $27,928,504 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $101,969 | GrossReceiptsRltdActivitiesAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $56,114 | OtherCostOrOtherBasisAmt |
| Depreciation | $36,550 | DepreciationAmt |
| Book Value | $19,564 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $19,564 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $6,989,033 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,989,033 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,989,033 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,740,287 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,740,287 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,740,287 | TotalExpensesPerForm990Amt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KIMBERLY SMITH | ||||||||||||||
| PRESIDENT & DIRECTOR | $397,500 | $0 | $0 | $0 | $0 | $0 | $10,600 | $0 | $11,476 | $0 | $419,576 | $0 | $0 | $0 |
| SAAMRA MEKURIA-GRILLO | ||||||||||||||
| TREASURER/VP OF STRATEGY & OPERATION | $187,246 | $0 | $0 | $0 | $0 | $0 | $8,625 | $0 | $11,476 | $0 | $207,347 | $0 | $0 | $0 |
| ADRIA GOODSON | ||||||||||||||
| CHIEF PROGRAM OFFICER | $225,000 | $0 | $0 | $0 | $0 | $0 | $7,125 | $0 | $1,489 | $0 | $233,614 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 8B | THERE ARE CURRENTLY NO COMMITTEES AUTHORIZED TO ACT ON BEHALF OF THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11B | WHEN THE 990 IS COMPLETE, IT IS SENT TO KIMBERLY SMITH, PRESIDENT AND CEO, AND SAAMRA MEKURIA-GRILLO, VICE PRESIDENT OF STRATEGY AND OPERATIONS, FOR REVIEW. IF ANY CHANGES ARE REQUIRED, THEY ARE MADE AT THIS TIME. MS. SMITH THEN FORWARDS THE 990 TO THE FULL BOARD WITH HER RECOMMENDATION TO APPROVE. THE FULL BOARD DOES AN ADDITIONAL REVIEW AND IF THERE ARE NO OBJECTIONS OR ADDITIONAL CHANGES, IT IS APPROVED AND FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, DIRECTORS, OFFICERS AND MEMBERS OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS WHO HAVE A DIRECT OR INDIRECT FINANCIAL INTEREST (I.E. INTERESTED PERSON) HAVE A DUTY TO DISCLOSE AND SHALL FULLY DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. UPON DISCLOSURE OF A POSSIBLE CONFLICT OF INTEREST AND ALL MATERIAL FACTS AND AFTER DISCUSSION WITH THE INTERESTED PERSON HE OR SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS DETERMINE IF A CONFLICT OF INTEREST EXISTS. THE MINUTES TO THE GOVERNING BOARD AND ALL COMMITTEES WITH BOARD DELEGATED POWERS SHALL CONTAIN THE NAMES OF PERSONS WHO DISCLOSED OR WERE FOUND TO HAVE A FINANCIAL INTEREST IN CONNECTION WITH AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE NATURE OF THE INTEREST, ANY ACTION TAKEN TO DETERMINE WHETHER A CONFLICT OF INTEREST WAS PRESENT AND THE DECISION AS TO WHETHER THE CONFLICT OF INTEREST EXISTS. EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A DISCLOSURE STATEMENT WHICH AFFIRMS EACH PERSON HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ, UNDERSTANDS AND HAS AGREED TO COMPLY WITH THE POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION FOR THE ORGANIZATION'S PRESIDENT AND CEO WAS DETERMINED IN ACCORDANCE WITH THE CONFLICT OF INTEREST POLICY. THE BOARD MET TO DISCUSS THE COMPENSATION, RECUSING THE PRESIDENT AND CEO. THE BOARD REVIEWED THE COMPENSATION AMOUNT, LOOKED AT COMPARABILITY DATA FOR SIMILAR SIZED ORGANIZATIONS AND JOB POSITION WHICH WAS OBTAINED FROM INDEPENDENT SOURCES. BASED ON THIS REVIEW, THE BOARD DETERMINED THAT THE COMPENSATION WAS IN LINE WITH THE DATA OBTAINED. THE BOARD, THEREFORE, VOTED AND APPROVED THE COMPENSATION AND DOCUMENTED SUCH IN THE BOARD MINUTES. THIS PROCESS WAS LAST FOLLOWED FOR FISCAL YEAR 2013 COMPENSATION AND WAS DOCUMENTED IN THE BOARD MINUTES. THERE WAS NO CHANGE TO COMPENSATION FOR FISCAL YEAR 2017. COMPENSATION FOR THE CHIEF PROGRAM OFFICER WAS SUGGESTED BY THE EXECUTIVE RECRUITMENT FIRM WHO SOURCED THE CANDIDATE. THAT COMPENSATION WAS IN-LINE WITH BUDGET AND COMPARABLE ORGANIZATIONS AND WAS THEREFORE ACCEPTED AND APPROVED BY THE CEO. THE ABOVE PROCESS IS ALSO FOLLOWED TO DETERMINE THE COMPENSATION OF THE VICE PRESIDENT OF STRATEGY AND OPERATIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND OTHER REQUIRED INFORMATION ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | PAYROLL PROCESSING/SERVICE FEES: PROGRAM SERVICE EXPENSES 22,706. MANAGEMENT AND GENERAL EXPENSES 3,267. FUNDRAISING EXPENSES 546. TOTAL EXPENSES 26,519. SELECTION AND PROJECT ADVISING: PROGRAM SERVICE EXPENSES 41,463. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 41,463. ETHNOGRAPHY: PROGRAM SERVICE EXPENSES 31,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 31,500. RECRUITMENT AND SELECTION SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 10,650. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,650. OTHER OUTSIDE CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 13,326. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,326. CONSULTING: PROGRAM SERVICE EXPENSES 354,261. MANAGEMENT AND GENERAL EXPENSES 3,828. FUNDRAISING EXPENSES 10,200. TOTAL EXPENSES 368,289. BRANDING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,545. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,545. |