NATIONAL EQUITY PROJECT: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL EQUITY PROJECT (EIN 94-3222960)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-02-11
- IRS object ID
- 202540429349301604
- Schema version
- 2023v6.0
- 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 | 2025-02-11T11:01:46-08:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 680095377 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Perotti & Carrade CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 McInnis Pkwy Ste 200 | AddressLine1Txt |
| City | San Rafael | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943222960 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL EQUITY PROJECT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 5102080160 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1720 BROADWAY STE 400 | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94612 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EMMILE BRACK | PersonNm |
| Person Title | M. Director, Finance | PersonTitleTxt |
| Signature | 2025-02-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHRYN HARRIS | PreparerPersonNm |
| PTIN | P01460430 | PTIN |
| Phone | 4154618500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LASHAWN ROUTE-CHATMON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1720 BROADWAY STE 400 | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,683,063 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.nationalequityproject.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1989 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | A leadership and organizational development nonprofit committed to increasing the capacity of people to achieve thriving, self-determining, educated and just communities. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 63 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $5,559,812 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,560,154 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,210,179 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,988,308 | CYProgramServiceRevenueAmt |
| PY Investment Income | $13,813 | PYInvestmentIncomeAmt |
| CY Investment Income | $126,892 | CYInvestmentIncomeAmt |
| PY Other Revenue | $790 | PYOtherRevenueAmt |
| CY Other Revenue | $7,709 | CYOtherRevenueAmt |
| PY Total Revenue | $8,784,594 | PYTotalRevenueAmt |
| CY Total Revenue | $7,683,063 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $166,639 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,421,867 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,493,296 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $132,456 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,225,447 | PYOtherExpensesAmt |
| CY Other Expenses | $3,126,333 | CYOtherExpensesAmt |
| PY Total Expenses | $8,647,314 | PYTotalExpensesAmt |
| CY Total Expenses | $9,786,268 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $137,280 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,103,205 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $16,331,302 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,629,333 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,119,147 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,510,259 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $15,212,155 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,119,074 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To transform the experiences, outcomes, and life options for children & families who have been historically underserved by our institutions and systems. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $6,939,075 | ExpenseAmt |
| Revenue | $3,759,716 | RevenueAmt |
| Desc | Organizational Consulting & Leadership Coaching:This business unit is primarily responsible for contracts that build the capacity of leaders and teams to make progress on equity goals and outcomes that lead to thriving and more liberatory communities. Leading services are executive coaching, process facilitation, team development, strategy & process design, and project management. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $745,119 | ExpenseAmt |
| Revenue | $230,092 | RevenueAmt |
| Desc | Fiscal Sponsorships:The organization was the fiscal agent for LiberatED, which focuses on healing and social and emotional learning. The organization provides student, teacher, and family & community engagement resources as well as an educator training and coaching program to support educators and leaders at all levels of a school system. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $7,684,194 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (true) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 146 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 63 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EMMILE BRACK | PersonNm |
| Phone | 5102080160 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1720 BROADWAY STE 400 | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94612 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| LASHAWN ROUTE-CHATMON | |||||||
| Executive Dir. | 40.00 | 0.00 | Yes (X) | Yes (X) | $176,891 | $0 | $50,556 |
| KATHLEEN OSTA | |||||||
| MANAGING DIR. | 40.00 | 0.00 | $144,029 | $0 | $74,857 | ||
| MARK SALINAS | |||||||
| MANAGING DIR. | 40.00 | 0.00 | Yes (X) | $159,541 | $0 | $37,008 | |
| LISA LASKY | |||||||
| MANAGING DIR. | 40.00 | 0.00 | $164,364 | $0 | $27,228 | ||
| DENA SIMMONS | |||||||
| DIRECTOR | 40.00 | 0.00 | $156,342 | $0 | $29,408 | ||
| SARA ELIZABETH GRAY | |||||||
| MANAGING DIR. | 40.00 | 0.00 | Yes (X) | $142,374 | $0 | $40,776 | |
| EMMILE BRACK | |||||||
| MANAGING DIR. | 40.00 | 0.00 | Yes (X) | $149,020 | $0 | $33,626 | |
| COLM DAVIS | |||||||
| MANAGING DIR. | 40.00 | 0.00 | Yes (X) | $142,579 | $0 | $28,956 | |
| HUGH VASQUEZ | |||||||
| DIRECTOR | 40.00 | 0.00 | $123,582 | $0 | $47,268 | ||
| PHARMICIA MOSELY | |||||||
| DIRECTOR | 40.00 | 0.00 | $141,403 | $0 | $19,500 | ||
| LINDA PONCE DE LEON | |||||||
| DIRECTOR | 40.00 | 0.00 | $129,556 | $0 | $26,832 | ||
| GLORIA LEE | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JENNIFER HENRY | |||||||
| Secretary | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BRIAN STANLEY | |||||||
| Treasurer | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| FRANK GETTRIDGE | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| AARON JIRON | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| NA'ILAH SUAD NASIR | |||||||
| President | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID SILVER | |||||||
| Vice President | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LIJA FARNHAM | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LISA VILLAREAL | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| PEDRO NOGUERA | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BETHANY LITTLE | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ASHLEY BURNS NASCIMENTO | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,629,681 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $416,015 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 27 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BPM LLP | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 CALIFORNIA ST STE 600 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | ACCOUNTING | ServicesDesc |
| Compensation | $196,843 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $3,560,154 | AllOtherContributionsAmt |
| Total Contributions | $3,560,154 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRACT REVENUE | Desc |
| Business | 611430 | BusinessCd |
| Total Revenue Column | $3,988,308 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,988,308 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,988,308 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $126,892 | TotalRevenueColumnAmt |
| Exclusion | $126,892 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 611430 | BusinessCd |
| Total Revenue Column | $7,709 | TotalRevenueColumnAmt |
| Exclusion | $7,709 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $7,709 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,683,063 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,988,308 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $134,601 | 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 | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $166,639 | TotalAmt |
| Program Services | $166,639 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $616,855 | TotalAmt |
| Program Services | $520,935 | ProgramServicesAmt |
| Management And General | $83,551 | ManagementAndGeneralAmt |
| Fundraising | $12,369 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,715,622 | TotalAmt |
| Program Services | $3,982,347 | ProgramServicesAmt |
| Management And General | $638,716 | ManagementAndGeneralAmt |
| Fundraising | $94,559 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,042 | TotalAmt |
| Program Services | $145,162 | ProgramServicesAmt |
| Management And General | $27,221 | ManagementAndGeneralAmt |
| Fundraising | $2,659 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $623,218 | TotalAmt |
| Program Services | $507,692 | ProgramServicesAmt |
| Management And General | $106,996 | ManagementAndGeneralAmt |
| Fundraising | $8,530 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $362,559 | TotalAmt |
| Program Services | $307,550 | ProgramServicesAmt |
| Management And General | $47,541 | ManagementAndGeneralAmt |
| Fundraising | $7,468 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,199 | TotalAmt |
| Program Services | $10,752 | ProgramServicesAmt |
| Management And General | $10,447 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,834 | TotalAmt |
| Management And General | $153,834 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,210,737 | TotalAmt |
| Program Services | $612,354 | ProgramServicesAmt |
| Management And General | $598,383 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $284,240 | TotalAmt |
| Program Services | $239,406 | ProgramServicesAmt |
| Management And General | $41,587 | ManagementAndGeneralAmt |
| Fundraising | $3,247 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,486 | TotalAmt |
| Program Services | $82,919 | ProgramServicesAmt |
| Management And General | $16,006 | ManagementAndGeneralAmt |
| Fundraising | $1,561 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $475,765 | TotalAmt |
| Program Services | $400,304 | ProgramServicesAmt |
| Management And General | $74,711 | ManagementAndGeneralAmt |
| Fundraising | $750 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $542,996 | TotalAmt |
| Program Services | $428,522 | ProgramServicesAmt |
| Management And General | $113,988 | ManagementAndGeneralAmt |
| Fundraising | $486 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,364 | TotalAmt |
| Program Services | $18,081 | ProgramServicesAmt |
| Management And General | -$5,068 | ManagementAndGeneralAmt |
| Fundraising | $351 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| TELEPHONE | $96,645 | $79,686 | $16,806 | $153 |
| DUES AND SUBSCRIPTIONS | $96,553 | $78,050 | $18,345 | $158 |
| Printing and Publications | $79,548 | $77,161 | $2,386 | $1 |
| SUPPLIES | $36,191 | $21,241 | $14,949 | $1 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,775 | TotalAmt |
| Program Services | $5,393 | ProgramServicesAmt |
| Management And General | $9,219 | ManagementAndGeneralAmt |
| Fundraising | $163 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,786,268 | TotalAmt |
| Program Services | $7,684,194 | ProgramServicesAmt |
| Management And General | $1,969,618 | ManagementAndGeneralAmt |
| Fundraising | $132,456 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,460,682 | BOYAmt |
| EOY | $9,049,501 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $993,604 | BOYAmt |
| EOY | $2,056,400 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,551,753 | BOYAmt |
| EOY | $1,862,084 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $771,166 | BOYAmt |
| EOY | $973,832 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $239,245 | BOYAmt |
| EOY | $125,642 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $384,933 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $50,954 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $333,979 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $314,852 | BOYAmt |
| EOY | $227,895 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,331,302 | BOYAmt |
| EOY | $14,629,333 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $725,368 | BOYAmt |
| EOY | $875,539 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,800 | BOYAmt |
| EOY | $412,281 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $301,979 | BOYAmt |
| EOY | $222,439 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,119,147 | BOYAmt |
| EOY | $1,510,259 | 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 | $12,162,714 | BOYAmt |
| EOY | $10,505,647 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,049,441 | BOYAmt |
| EOY | $2,613,427 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,212,155 | BOYAmt |
| EOY | $13,119,074 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,331,302 | BOYAmt |
| EOY | $14,629,333 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$2,103,205 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $10,124 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,758,312 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,755,310 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,260,242 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,565,572 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,560,154 | CurrentTaxYearAmt |
| Total | $32,899,590 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,758,312 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,755,310 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,260,242 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,565,572 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,560,154 | CurrentTaxYearAmt |
| Total | $32,899,590 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,446,429 | SubstantialContributorsTotAmt |
| Public Support Total170 | $28,453,161 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,260 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $354 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $295 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,813 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $126,892 | CurrentTaxYearAmt |
| Total | $161,614 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $101,570 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,799 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $584 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $790 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,709 | CurrentTaxYearAmt |
| Total | $113,452 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $33,174,656 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $15,896,542 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.85770 | PublicSupportCY170Pct |
| Public Support PY170 | 0.80140 | 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
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,076 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,076 | DepreciationAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $45,635 | OtherCostOrOtherBasisAmt |
| Depreciation | $42,878 | DepreciationAmt |
| Book Value | $2,757 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $331,222 | OtherCostOrOtherBasisAmt |
| Book Value | $331,222 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $333,979 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITY | Desc |
| Amt | $222,439 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $222,439 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $7,698,947 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $10,124 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $5,760 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $15,884 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,683,063 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $7,683,063 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,792,028 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $5,760 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $5,760 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,786,268 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $9,786,268 | TotalExpensesPerForm990Amt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|
| Org Consult & Leadership Coaching | 70 | $128,589 | FMV |
| FISCAL SPONSORSHIP | 142 | $38,050 | FMV |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|
| COLM DAVIS | ||||
| MANAGING DIR. | $142,579 | $3,000 | $25,956 | $171,535 |
| DENA SIMMONS | ||||
| DIRECTOR | $156,342 | $19,500 | $9,908 | $185,750 |
| EMMILE BRACK | ||||
| MANAGING DIR. | $149,020 | $10,850 | $22,776 | $182,646 |
| HUGH VASQUEZ | ||||
| DIRECTOR | $123,582 | $30,000 | $17,268 | $170,850 |
| KATHLEEN OSTA | ||||
| MANAGING DIR. | $144,029 | $27,000 | $47,857 | $218,886 |
| LASHAWN ROUTE-CHATMON | ||||
| Executive Dir. | $176,891 | $24,600 | $25,956 | $227,447 |
| LINDA PONCE DE LEON | ||||
| DIRECTOR | $129,556 | $8,904 | $17,928 | $156,388 |
| LISA LASKY | ||||
| MANAGING DIR. | $164,364 | $12,000 | $15,228 | $191,592 |
| MARK SALINAS | ||||
| MANAGING DIR. | $159,541 | $7,200 | $29,808 | $196,549 |
| PHARMICIA MOSELY | ||||
| DIRECTOR | $141,403 | $12,000 | $7,500 | $160,903 |
| SARA ELIZABETH GRAY | ||||
| MANAGING DIR. | $142,374 | $18,000 | $22,776 | $183,150 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIDGESPAN GROUP | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | LIJA FARNHAM | RelationshipDescriptionTxt |
| Transaction | $485,098 | TransactionAmt |
| Transaction | STRATEGIC ADVISING SRVCS | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule L, Part V Supplemental Information | FormAndLineReferenceDesc |
| Explanation | During the fiscal year ended June 30, 2024, the National Equity Project (NEP) engaged the Bridgespan Group for strategic advising services. The Bridgespan Group billed a total of $485,098.44, which included reimbursement for out-of-pocket travel expenses.Lija Farnham, a member of NEP's Board of Trustees at the time the contract was executed, remains a current board member. Due to the contracts value, the Board of Trustees conducted a thorough review and approved the agreement. Lija Farnham recused herself from the board discussion and vote related to the contract. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, Line 11b | A copy of the Form 990 is provided to the audit committee and the full board for review and approval prior to filing with government entities. |
| Form 990, Part VI, Section B, Line 12c | The organization monitors and enforces the conflicts policy annually and on an ongoing basis as situations arise. |
| Form 990, Part VI, Section B, Line 15a | The Board of Trustees determines the salary for the Executive Director. They review comparable salary data related to the position and similarly sized organizations and changes to the Executive Director salary are voted on in Closed Session and documented in meeting minutes. |
| Form 990, Part VI, Section C, Line 18 | Interested parties are welcome to email info@nationalequityproject.org to request copies of our financial statements, conflict of interest policy, and any other governing documents. |
| Form 990, Part VI, Section C, Line 19 | All governing documents, bylaws, and financial statements are available to the public upon request. |