INSTITUTE FOR LOCAL GOVERNMENT: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- INSTITUTE FOR LOCAL GOVERNMENT (EIN 94-1537757)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-07
- IRS object ID
- 202543119349303749
- Schema version
- 2024v5.2
- 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 | 2025-11-07T17:54:07-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 915 HIGHLAND POINTE DR SUITE 300 | AddressLine1Txt |
| City | ROSEVILLE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95678 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941537757 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INSTITUTE FOR LOCAL GOVERNMENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INST | BusinessNameControlTxt |
| Phone | 9166588208 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 K STREET SUITE 205 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LYDIA ROMERO | PersonNm |
| Person Title | VICE CHAIR | PersonTitleTxt |
| Phone | 9166588208 | PhoneNum |
| Signature | 2025-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DYLAN VALENTINE | PreparerPersonNm |
| PTIN | P01934033 | PTIN |
| Phone | 9167847800 | PhoneNum |
| Preparation | 2025-11-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ERICA MANUEL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 K STREET SUITE 205 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,080,657 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CA-ILG.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1955 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | PROMOTING GOOD GOVERNMENT AT THE LOCAL LEVEL. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 22 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,505,777 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,487,399 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $957,654 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $569,962 | CYProgramServiceRevenueAmt |
| PY Investment Income | $20,958 | PYInvestmentIncomeAmt |
| CY Investment Income | $23,296 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $3,484,389 | PYTotalRevenueAmt |
| CY Total Revenue | $2,080,657 | 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 | $1,217,692 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,324,710 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $488,066 | PYOtherExpensesAmt |
| CY Other Expenses | $732,933 | CYOtherExpensesAmt |
| PY Total Expenses | $1,705,758 | PYTotalExpensesAmt |
| CY Total Expenses | $2,057,643 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,778,631 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $23,014 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,510,900 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,601,510 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $154,710 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $202,600 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,356,190 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,398,910 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE INSTITUTE FOR LOCAL GOVERNMENT (ILG) IS COMMITTED TO EMPOWERING AND EDUCATING PUBLIC SERVANTS BY DELIVERING REAL-WORLD EXPERTISE THAT HELPS THEM NAVIGATE COMPLEX ISSUES, INCREASES THEIR CAPACITY AND BUILDS TRUST IN THEIR COMMUNITIES. TOGETHER, WE WORK WITH LOCAL AGENCY STAFF AND ELECTED OFFICIALS TO BUILD A STRONG FOUNDATION OF GOOD GOVERNMENT AT THE LOCAL LEVEL. OUR WORK IS GUIDED BY OUR CORE VALUES OF COLLABORATION, SERVICE, COMMITMENT, EQUITY, INCLUSION, AND TRUST. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $783,616 | ExpenseAmt |
| Desc | WORKFORCE DEVELOPMENT AND CIVICS EDUCATION: ILG'S WORKFORCE AND CIVICS EDUCATION PILLAR DEMYSTIFIES WHAT LOCAL GOVERNMENT IS, WHY IT MATTERS, AND HOW TO EFFECTIVELY SERVE OR LEAD IN CITIES, COUNTIES, AND SPECIAL DISTRICTS. ILG ALSO ASSISTS AGENCIES WITH FILLING THE WORKFORCE PIPELINE WITH DIVERSE AND QUALIFIED APPLICANTS BY SUPPORTING AGENCY'S WORKFORCE AND CIVIC EDUCATION GOALS THROUGH A WIDE RANGE OF VIRTUAL AND IN-PERSON SERVICES. ILG IS A PUBLIC SECTOR EMPLOYER OUTREACH PARTNER FOR REGISTERED APPRENTICESHIPS AND IS BUILDING AN ONLINE RESOURCE HUB THAT INCLUDES A SUITE OF WORKFORCE RELATED MATERIALS AND RESOURCES FOR LOCAL AGENCIES. ILG ALSO OFFERS IN-PERSON TRAININGS AND PROJECT SUPPORT ON WORK-BASED LEARNING PROGRAMS THROUGH HIGHER EDUCATION OUTREACH, PARTNERSHIP DEVELOPMENT, AND NEXT GENERATION OUTREACH. WHEN POSSIBLE, ILG WILL EDUCATE STUDENTS AND THE GENERAL PUBLIC ON THE PURPOSE OF LOCAL GOVERNMENT AND HOW PEOPLE OF ALL AGES CAN PICTURE THEMSELVES IN LOCAL GOVERNMENT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $237,021 | ExpenseAmt |
| Revenue | $374,674 | RevenueAmt |
| Desc | PUBLIC ENGAGEMENT: INCLUSIVE PUBLIC ENGAGEMENT IS A CORNERSTONE OF ILG'S WORK AND EXPERTISE. ILG USES A TAILORED, RESPONSIVE, AND CUSTOMIZED APPROACH TO HELP CITIES, COUNTIES, AND SPECIAL DISTRICTS PLAN, EXECUTE, AND EVALUATE AUTHENTIC PUBLIC ENGAGEMENT EFFORTS. ILG HELPS LOCAL AGENCIES ENGAGE WITH DIVERSE, UNDER-REPRESENTED, OR DISENGAGED POPULATIONS, WHILE ALSO HELPING REACH OUT TO AND PARTNER WITH COMMUNITY-BASED ORGANIZATIONS TO INFORM, DESIGN, AND IMPLEMENT, CUSTOMIZED PUBLIC ENGAGEMENT PROCESSES THAT TACKLE A WIDE RANGE OF PRESSING LOCAL ISSUES. THIS IMPORTANT WORK HELPS BUILD THE CAPACITY OF CALIFORNIA LOCAL GOVERNMENTS TO ADVANCE EQUITY AND PUBLIC ENGAGEMENT IN THEIR COMMUNITIES THROUGH PEER LEARNING AND COLLABORATION, TRAINING, COACHING, TECHNICAL ASSISTANCE, AND FACILITATION. ILG'S PUBLIC ENGAGEMENT SERVICES INCLUDE WORKSHOPS, CUSTOMIZED PUBLIC ENGAGEMENT TRAININGS, STRATEGIC PLANNING AND CONSULTATION, MEETING AND COMMITTEE FACILITATION AND CONVENINGS AND STAKEHOLDER ENGAGEMENT. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $208,238 | ExpenseAmt |
| Revenue | $175,016 | RevenueAmt |
| Desc | SUSTAINABILITY: ILG'S SUSTAINABLE AND RESILIENT COMMUNITIES PILLAR PROVIDES CAPACITY BUILDING SERVICES, TECHNICAL SUPPORT, PARTNERSHIP DEVELOPMENT, AND EDUCATIONAL RESOURCES TO HELP CITIES, COUNTIES, AND SPECIAL DISTRICTS MAKE MORE INFORMED POLICIES, PLANS, AND DECISIONS AROUND CLIMATE PLANNING, LAND USE, HOUSING, INFRASTRUCTURE, AND ENGAGEMENT THAT RESULTS IN MORE EQUITABLE, SUSTAINABLE, AND RESILIENT COMMUNITIES. ILG'S FLAGSHIP BEACON PROGRAM PROVIDES A FRAMEWORK FOR LOCAL GOVERNMENTS TO SHARE PRACTICES THAT CREATE HEALTHIER, MORE EFFICIENT, AND VIBRANT COMMUNITIES. ILG ALSO PROVIDES YEAR-ROUND RESOURCES AND SUPPORT TO ASSIST LOCAL GOVERNMENT PARTICIPANTS IN THEIR JOURNEY, INCLUDING TECHNICAL ASSISTANCE, AWARD RECOGNITION, PEER-TO-PEER NETWORKING, AND EDUCATIONAL EVENTS AS WELL AS CLIMATE LEADERSHIP OPPORTUNITIES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $41,217 | ExpenseAmt |
| Revenue | $20,272 | RevenueAmt |
| Desc | LEADERSHIP AND GOVERNANCE: ILG'S LEADERSHIP AND GOVERNANCE PILLAR HELPS LOCAL GOVERNMENT LEADERS BUILD A FOUNDATION OF TRUST, ACCOUNTABILITY, RESPONSIVENESS, AND TRANSPARENCY. THIS IMPORTANT WORK INCREASES PUBLIC CONFIDENCE AND TRUST IN THE LOCAL DECISION-MAKING PROCESS BY HELPING LOCAL OFFICIALS UNDERSTAND PUBLIC SERVICE ETHICS PRINCIPLES AND LAWS, AS WELL AS THE TOOLS AVAILABLE TO HELP PROMOTE EFFECTIVE GOVERNANCE. ILG HELPS DEVELOP LEADERSHIP SKILLS THAT ALLOW CIVIL SERVANTS TO OPERATE WITH CIVILITY AND DECORUM AND INCREASE PUBLIC TRUST. ILG PROVIDES A WIDE RANGE OF VIRTUAL AND IN-PERSON TRAININGS, FACILITATED DISCUSSIONS AND WORKSHOPS ON TOPICS RANGING FROM: EFFECTIVE LEADERSHIP AND CULTURE; CIVILITY AND BRIDGING DIVIDES; EFFECTIVE COUNCILS AND BOARDS; PERSONAL AND ORGANIZATIONAL ETHICS (AB 1234); ANTI-HARASSMENT TRAINING (AB 1661); GOOD GOVERNANCE; ROLES AND RESPONSIBILITIES OF ELECTED OFFICIALS VS STAFF. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $41,217 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $20,272 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $1,270,092 | 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 |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| 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 | 11 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | 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 | KRISTY BIVENS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9166588208 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 K STREET SUITE 205 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| BRETT CHANNING | |||||||
| CHAIR | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| TERESA ACOSTA | |||||||
| IMMEDIATE PAST CHAIR | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LYDIA ROMERO | |||||||
| VICE CHAIR | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MICHELE BEAL BAGNERIS | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JARON BRANDON | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| CAROLYN COLEMAN | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| CHAD DAVISSON | |||||||
| DIRECTOR (LEFT 6/24) | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| RHONDA DUGGAN | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| RUBEN DURAN | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| RANDI JOHL | |||||||
| DIRECTOR (LEFT 7/24) | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JAMES KEENE | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| GRAHAM KNAUS | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JUSTIN LOVELL | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| PAT MARTEL | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ANTONIO MARTINEZ | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| NEIL MCCORMICK | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JUDITH MITCHELL | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MONA MIYASATO | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD MONTGOMERY | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| LORENZO RIOS | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| NAT ROJANASATHIRA | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JONATHAN ROYAS | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| HILARY STRAUS | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ERICA MANUEL | |||||||
| EXECUTIVE DIRECTOR | 52.00 | Yes (X) | $223,167 | $0 | $32,071 | ||
| KARALEE BROWN | |||||||
| ASSISTANT EXECUTIVE DIRECTOR | 42.00 | $125,619 | $0 | $18,884 | Yes (X) | ||
| MELISSA KUEHNE | |||||||
| DIRECTOR OF ENTERPRISE PROGRAMS | 42.00 | $122,282 | $0 | $19,337 | Yes (X) | ||
| ROBERTO TORRES | |||||||
| SENIOR PROGRAM MANAGER | 42.00 | $106,502 | $0 | $16,086 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $577,570 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $86,378 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (1) | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $403,372 | GovernmentGrantsAmt |
| All Other Contributions | $1,084,027 | AllOtherContributionsAmt |
| Total Contributions | $1,487,399 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONTRACT INCOME | 541900 | $491,941 | $491,941 |
| PROGRAM FEE/WORKSHOPS | 541900 | $78,021 | $78,021 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $569,962 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,296 | TotalRevenueColumnAmt |
| Exclusion | $23,296 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,080,657 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $569,962 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $23,296 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $255,238 | TotalAmt |
| Program Services | $161,068 | ProgramServicesAmt |
| Management And General | $94,170 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,069,472 | TotalAmt |
| Program Services | $674,893 | ProgramServicesAmt |
| Management And General | $394,579 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,151 | TotalAmt |
| Program Services | $22,216 | ProgramServicesAmt |
| Management And General | $61,935 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $387,206 | TotalAmt |
| Program Services | $314,577 | ProgramServicesAmt |
| Management And General | $72,629 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,573 | TotalAmt |
| Program Services | $1,780 | ProgramServicesAmt |
| Management And General | $28,793 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,801 | TotalAmt |
| Program Services | $26,301 | ProgramServicesAmt |
| Management And General | $37,500 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,248 | TotalAmt |
| Management And General | $58,248 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,727 | TotalAmt |
| Program Services | $40,813 | ProgramServicesAmt |
| Management And General | $7,914 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,362 | TotalAmt |
| Program Services | $18,207 | ProgramServicesAmt |
| Management And General | $22,155 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,154 | TotalAmt |
| Management And General | $7,154 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| OTHER COSTS | $6,207 | $5,871 | $336 |
| STAFF TRAINING/DEV | $5,042 | $3,354 | $1,688 |
| DUES AND SUBSCRIPTIONS | $1,462 | $1,012 | $450 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,057,643 | TotalAmt |
| Program Services | $1,270,092 | ProgramServicesAmt |
| Management And General | $787,551 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,471,970 | BOYAmt |
| EOY | $2,105,833 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,166 | BOYAmt |
| EOY | $5,172 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,338,781 | BOYAmt |
| EOY | $739,923 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,069 | BOYAmt |
| EOY | $15,674 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $691,914 | BOYAmt |
| EOY | $734,908 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,510,900 | BOYAmt |
| EOY | $3,601,510 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,085 | BOYAmt |
| EOY | $202,600 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $625 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,710 | BOYAmt |
| EOY | $202,600 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,237,729 | BOYAmt |
| EOY | $912,053 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,118,461 | BOYAmt |
| EOY | $2,486,857 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,356,190 | BOYAmt |
| EOY | $3,398,910 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,510,900 | BOYAmt |
| EOY | $3,601,510 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $23,014 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,818 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $17,888 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,578,244 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,504,246 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $626,562 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,505,777 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,487,399 | CurrentTaxYearAmt |
| Total | $7,702,228 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,578,244 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,504,246 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $626,562 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,505,777 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,487,399 | CurrentTaxYearAmt |
| Total | $7,702,228 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,114,655 | SubstantialContributorsTotAmt |
| Public Support Total170 | $5,587,573 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,476 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,622 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,020 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,958 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,296 | CurrentTaxYearAmt |
| Total | $99,372 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $359 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,790 | CurrentTaxYearMinus2YearsAmt |
| Total | $4,149 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $7,805,749 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,465,118 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.71580 | PublicSupportCY170Pct |
| Public Support PY170 | 0.76280 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $154,768 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $19,590 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $1,702 | AdministrativeExpensesAmt |
| End Year Balance | $172,656 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $135,160 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $21,064 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $1,456 | AdministrativeExpensesAmt |
| End Year Balance | $154,768 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $164,764 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$28,151 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $1,453 | AdministrativeExpensesAmt |
| End Year Balance | $135,160 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $144,245 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $22,081 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $1,562 | AdministrativeExpensesAmt |
| End Year Balance | $164,764 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $127,117 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $18,354 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $1,226 | AdministrativeExpensesAmt |
| End Year Balance | $144,245 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.49700 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.50300 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ENDOWMENT FUND | $172,656 | F |
| CAL TRUST INVESTMENT FUND | $562,252 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $734,908 | TotalBookValueProgramRltdAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,100,363 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,818 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $17,888 | OtherRevenueAmt |
| Revenue Not Reported | $19,706 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,080,657 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,080,657 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,057,643 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,057,643 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,057,643 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE INSTITUTE'S ENDOWMENT FUND PURPOSE IS TO GENERATE INTEREST EARNINGS TO PROVIDE ONGOING SUPPORT FOR THE INSTITUTE'S ACTIVITIES. |
| PART X, LINE 2: | THE INSTITUTE IS EXEMPT FROM INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND CALIFORNIA FRANCHISE TAX BOARD SECTION 23701(D). THE INSTITUTE HAS ADOPTED PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION ASC 740-10, INCOME TAXES. ACCORDINGLY, TAX RELATED ASSETS AND LIABILITIES ARE RECOGNIZED TO THE EXTENT IT IS MORE LIKELY THAN NOT THAT THE REPORTING ENTITYS TAX TREATMENT WOULD BE SUSTAINED IN THE EVENT OF AN EXAMINATION BY THE TAXING AUTHORITIES. AFTER THEY ARE FILED, THE INSTITUTES INCOME TAX RETURNS REMAIN SUBJECT TO EXAMINATION BY TAXING AUTHORITIES, GENERALLY THREE YEARS FOR FEDERAL RETURNS AND FOUR YEARS FOR STATE RETURNS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN BENEFICIAL INTEREST - SRCF 17,888. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ERICA MANUEL | ||||||||||||||
| EXECUTIVE DIRECTOR | $223,167 | $0 | $0 | $0 | $0 | $0 | $22,596 | $0 | $9,475 | $0 | $255,238 | $0 | $0 | $0 |
| KARALEE BROWN | ||||||||||||||
| ASSISTANT EXECUTIVE DIRECTOR | $125,619 | $0 | $0 | $0 | $0 | $0 | $12,444 | $0 | $6,440 | $0 | $144,503 | $0 | $0 | $0 |
| MELISSA KUEHNE | ||||||||||||||
| DIRECTOR OF ENTERPRISE PROGRAMS | $122,282 | $0 | $0 | $0 | $0 | $0 | $9,507 | $0 | $9,830 | $0 | $141,619 | $0 | $0 | $0 |
| ROBERTO TORRES | ||||||||||||||
| SENIOR PROGRAM MANAGER | $106,502 | $0 | $0 | $0 | $0 | $0 | $8,281 | $0 | $7,805 | $0 | $122,588 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE INSTITUTE REIMBURSES BOARD MEMBER AND EMPLOYEE EXPENSES WHEN THOSE EXPENSES ARE NECESSARY, BUDGETED ARE PROPERLY DOCUMENTED. THE INDIVIDUAL INCURRING THE EXPENSE MUST PROVIDE DOCUMENTATION REGARDING THE NATURE AND PURPOSE OF THE EXPENSE AS WELL AS THE AMOUNT INCURRED. |
| SCHEDULE J, PART II: | ERICA MANUEL, KARALEE BROWN, MELISSA KUEHNE, AND ROBERTO TORRES RECEIVE COMPENSATION FROM AN UNRELATED ORGANIZATION, LEAGUE OF CALIFORNIA CITIES. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | STANDING COMMITTEES: THE STANDING COMMITTEES OF THE BOARD ARE AS FOLLOWS: 1. EXECUTIVE COMMITTEE 2. ADVANCEMENT COMMITTEE 3. FINANCE COMMITTEE 4. GOVERNANCE COMMITTEE 5. MARKETING & COMMUNICATIONS COMMITTEE THE BOARD MAY, BY WRITTEN POLICY, DELEGATE TO SUCH COMMITTEES ANY OF THE AUTHORITY OF THE BOARD EXCEPT THE EXPENDITURE OF INSTITUTE FUNDS OR THE TAKING OF ANY FINAL ACTION ON ANY MATTER THAT, UNDER THE CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION LAW, ALSO REQUIRES APPROVAL OF MEMBERS OR OF A MAJORITY OF ALL MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 11B | AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM PREPARES THE FORM 990. THE DRAFT IS CIRCULATED VIA EMAIL TO ALL MEMBERS OF THE BOARD FOR REVIEW PRIOR TO FILING. THE FINAL RETURN IS CIRCULATED AT THE NEXT BOARD MEETING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ILG ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY ANNUALLY BY ADMINISTERING A CONFLICT OF INTEREST QUESTIONNAIRE. ALL BOARD MEMBERS MUST ANNUALLY REVIEW AND COMPLETE THE CONFLICT OF INTEREST QUESTIONNAIRE TO DISCLOSE ANY PREVIOUSLY UNDISCLOSED CONFLICTS OF INTEREST. WHEN AT ANY MEETING OR OTHER OCCASION AT WHICH A DECISION TO PURCHASE, OR TO CONSIDER THE PURCHASE OF GOODS OR SERVICES, OR THE SELECTION OF DEPOSITORY OF FUNDS, OR FURNISHING OF INSURANCE OR THE EMPLOYMENT OF PROFESSIONALS, OR OTHER COMPARABLE TRANSACTION, IS TO BE MADE, THE PARTY HAVING THE FINANCIAL INTEREST SHALL STATE, AND THERE SHALL BE RECORDED IN THE MINUTES OR OTHER RECORD, THE FACT OF HIS OR HER FINANCIAL INTEREST. HAVING MADE THE DISCLOSURE, THE INTERESTED PARTY MAY PARTICIPATE IN THE DISCUSSION, HIS OR HER PRESENCE MAY BE COUNTED IN DETERMINING A QUORUM, BUT HE OR SHE WILL ABSTAIN ON THE QUESTION. ADDITIONALLY, THE BOARD MAY APPROVE THE TRANSACTION ONLY IF IT DETERMINES, AFTER REASONABLE INVESTIGATION, THAT THE TRANSACTION IS FAIR AND REASONABLE TO THE INSTITUTE AND A MORE ADVANTAGEOUS TRANSACTION IS NOT AVAILABLE TO THE INSTITUTE FROM ANOTHER SOURCE. AS PART OF THE RECORD OF THE DECISION ON THE TRANSACTION, THE MINUTES WILL REFLECT THE FOLLOWING: 1. THE NAMES OF THOSE WITH A CONFLICT OF INTEREST; 2. THE NATURE OF THE INTEREST; 3. THE EXTENT OF INVESTIGATION OF ALTERNATIVES TO THE TRANSACTION; 4. THE BASIS FOR ANY BOARD DETERMINATION THAT THE TRANSACTION IS IN THE BEST INTEREST OF AND FAIR AND REASONABLE TO THE ORGANIZATION; AND 5. A RECORD OF THE VOTES TAKEN IN CONNECTION WITH THE TRANSACTION. |
| FORM 990, PART VI, SECTION C, LINE 19 | ILG'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND AUDITED FINANCIALS STATEMENTS ARE AVAILABLE UPON REQUEST. THE PUBLIC INSPECTION COPY OF ILG'S FORM 990 FROM THE PREVIOUS THREE YEARS (AT THE MINIMUM) IS AVAILABLE UPON REQUEST. THE PUBLIC INSPECTION COPY OF THE 990 WILL NOT INCLUDE THE SCHEDULE A (EXCESS CONTRIBUTORS) OR SCHEDULE B (NAMES AND ADDRESSES OF THE CONTRIBUTORS). ILG MAKES ITS BEST EFFORTS TO ENSURE THAT THE FORM 990 HELD AT ITS MAIN OFFICE ARE COMPLETE AND ACCURATE. WHEN RESPONDING TO PUBLIC INSPECTION REQUESTS FOR ANY ORGANIZATIONAL DOCUMENT OR FORM 990, THE ORGANIZATION FULFILLS SUCH REQUESTS IN A TIMELY FASHION WITHOUT INQUIRING AS TO THE REASON FOR THE REQUEST. |
| FORM 990, PART IX, LINE 11G | OTHER CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 71,607. MANAGEMENT AND GENERAL EXPENSES 53,911. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 125,518. OTHER PROGRAM SERVICES: PROGRAM SERVICE EXPENSES 191,525. MANAGEMENT AND GENERAL EXPENSES 18,302. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 209,827. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 51,445. MANAGEMENT AND GENERAL EXPENSES 416. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 51,861. |
| FORM 990, PART XI, LINE 9: | CHANGE IN BENEFICIAL INTEREST - SRCF 17,888. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS FOR OVERSEEING AND SELECTING AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. |