KENNEDY COMMISSION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- KENNEDY COMMISSION (EIN 33-0959380)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-26
- IRS object ID
- 202512999349300406
- 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 | 2025-10-26T09:50:44-07:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953537440 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT LOPEZ ACCOUNTANCY CORPORATION | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1442 Irvine Blvd Ste 227 | AddressLine1Txt |
| City | Tustin | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92780 | 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 | 330959380 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KENNEDY COMMISSION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KENN | BusinessNameControlTxt |
| Phone | 9492500909 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17701 COWAN AVE 200 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92614 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CESAR COVARRUBIAS | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Signature | 2025-10-26 | 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 | ROBERT LOPEZ | PreparerPersonNm |
| PTIN | P00222725 | PTIN |
| Phone | 7147319009 | PhoneNum |
| 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 | CESAR COVARRUBIAS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17701 COWAN AVE 200 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,359,266 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | KENNEDYCOMMISSION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2001 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THE PURPOSE OF THIS CORPORATION IS TO PROVIDE EDUCATIONAL AND CHARITABLE ASSISTANCE TO THE GENERAL PUBLIC BY ORGANIZING AND CONDUCTING COMMUNITY ORIENTED PROGRAMS AIMED AT IMPROVING THE QUALITY AND AVAILABILITY OF AFFORDABLE HOUSING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 10 | TotalEmployeeCnt |
| Total Volunteers | 400 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $864,791 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,263,761 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,546 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,959 | CYProgramServiceRevenueAmt |
| PY Investment Income | $28,229 | PYInvestmentIncomeAmt |
| CY Investment Income | $91,636 | CYInvestmentIncomeAmt |
| PY Other Revenue | $504 | PYOtherRevenueAmt |
| CY Other Revenue | $1,910 | CYOtherRevenueAmt |
| PY Total Revenue | $898,070 | PYTotalRevenueAmt |
| CY Total Revenue | $1,359,266 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $408,060 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $495,246 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $59,197 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $337,223 | PYOtherExpensesAmt |
| CY Other Expenses | $227,900 | CYOtherExpensesAmt |
| PY Total Expenses | $745,283 | PYTotalExpensesAmt |
| CY Total Expenses | $723,146 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $152,787 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $636,120 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,177,296 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,845,549 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $56,145 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $89,547 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,121,151 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,756,002 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE PURPOSE OF THIS CORPORATION IS TO PROVIDE EDUCATIONAL AND CHARITABLE ASSISTANCE TO THE GENERAL PUBLIC BY ORGANIZING AND CONDUCTING COMMUNITY ORIENTED PROGRAMS AIMED AT IMPROVING THE QUALITY AND AVAILABILITY OF AFFORDABLE HOUSING. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $594,860 | ExpenseAmt |
| Revenue | $95,505 | RevenueAmt |
| Desc | The Kennedy Commission strives to increase equitable and affordable housing opportunities for Orange County's lowest income families and workers. The Commission's goals are: l) to implement policies and programs in each Orange County jurisdiction to facilitate affordable housing production; 2) to increase financial resources available for the creation of affordable housing; 3) to increase public awareness of the need for and benefits of affordable housing; and 4) to increase public participation in the support of affordable housing production and land-use reform throughout the County. 5) Ensure that public land, local city's land use and housing investments are used to equitably address the need to increase affordable housing for lower income households. The following summarizes the accomplishments of the Commission's staff and volunteers in 2024: I. Created and Implemented Favorable Affordable Housing Policies - Tracked and advocated for state and local housing policies and programs that expand production and funding for affordable housing. - Worked to educate and implement Affordable Housing on Faith Lands (CA SB 4) to ensure that local jurisdictions prioritize the development of affordable housing on religious land and community colleges. -Worked to monitor and implement the CA Surplus Land Act to ensure that local jurisdictions prioritize the development of affordable housing on public land. Key cities owed land: Anaheim Surplus - Stadium Lands, Garden Grove Willowick, County of Orange 17th Street Health Care Agency site and Tustin - Legacy. -Collaborated with community partners to provide comments and recommendations on land use and housing policies to all cities in Orange County in the development of their Housing Elements implementation and affordable housing programs. -Collaborated with community partners, residents and the County of Orange to develop Health and Housing priorities and interventions to address affordable housing and homelessness. - Provided testimony and education on various affordable housing and land use reform policies and homelessness at State Assembly and Senate Committees, Orange County Board of Supervisors, and various city planning commissions and city councils. - Developed best practices and model Affordable Housing policies for use and implementation in Orange County cities. - Worked with key cities to develop and implement affordable housing tools and policies in their jurisdictions. Worked with land use and housing policies to improve health and equity to build a healthy living environment. Organized community support for the inclusion of affordable housing in key OC cities Anaheim, Buena Park, Costa Mesa, Fullerton, Garden Grove, Huntington Beach, Irvine, Lake Forest, Mission Viejo, Newport Beach, Santa Ana, Tustin, Laguna Niguel, Laguna Hill, San Juan Capistrano, Stanton, San Clemente and Laguna Beach.- Worked with County of Orange on affordable housing commitments and addressing the homelessness crisis in Orange County and Mental Health Services Act funding for AH and Permanent Supportive Housing. - Worked on the implementation of Proposition 1, Behavioral Health Services Act, to ensure priorities for investing in and developing affordable housing. - Monitored land use proposals, specific plans and General Plan implementation, in all Orange County jurisdictions and advocated affordable housing priorities. -Partnered with stakeholders to promote affordable housing policies and developments in all Orange County cities. -Participated in local, regional and statewide housing policy groups, boards and committees to increase knowledge and awareness of affordable housing solutions. - Worked on the education and best practices of Housing Elements, affordable housing and homelessness solutions, inclusionary zoning and density bonuses and Surplus Land. II. Increased Financial Resources- Organized community analysis and response to annual State regulatory and finance housing programs (Supporting investments in "balanced community and extremely low-income family priorities). - Coordinated with statewide housing organizations and advocates on new statewide funding sources for affordable homes. i.e., budget allocation, State Tax Credits and AH Tax Credits for affordable housing and federal funding. -Collaborated with local cities in Orange County and state government on the use of housing funds, assets and surplus properties, regional planning funds, Mental Health Services Act funds, sustainable communities funding and federal housing funds. - Collaborated with local cities, Orange County Housing Trust and the OC Finance Trust to help address affordable, permanent supportive housing finance gaps, and explore alternative housing funding. - Worked to prioritize public lands to be used as local contributions to leverage affordable housing funds and grants from the state. Worked on research and outreach of Orange County Housing Bond to increase affordable housing funding. III. Increased Public Awareness- Collaborated with OC cities and community partners to lead Affordable Housing and Fair Housing Month, over 20 housing education events in the months of April and May. - Continued the 2021-29 Housing Element Campaign to educate and engage local community members and partners to advocate for effective and equitable Housing Plans in all OC cities. - Created community engagement and capacity training on affordable housing policies and programs. Expanded educational and communication tools include the updating of our website (www.kennedycommission.org) and e-mail contact lists of over 2,500 people and organizations. -Developed and circulated monthly e-mail notices of community meetings and actions to over 2,500 persons and organizations. - Conducted monthly general membership meetings and workshops (with an average attendance of 45 people). Meeting topics: Affordable Housing on Public Lands, Housing Economic Forecast, Local Housing Plans, mixed-use development, state budget and housing finance, local housing production, state and federal legislative updates. - Hosted the annual OC Lenders and Investors Forum that was attended by over 100 housing professionals and community members. Affordable Housing and Finance discussions and networking. - Housing Element Campaign 2021-29 - develop and implement Orange County's local Housing Plans for each OC city. - Collaborated with community partners to increase awareness of connections between health housing and housing interventions. IV. Increased Community Participation - Worked with 300 low-income residents and community stakeholders that are impacted by the affordable housing crisis in OC to build their capacity and skills to advocate for more affordable and equitable housing options. - Collaborated with Residents United Network,CA to lead RUN OC to engage over 50 OC residents in state and local affordable housing advocacy. - Continued to build capacity of partner organizations and residents to engage in affordable housing advocacy. - Organized community analysis and response to local and state housing policies for implementation in the housing elements, land use and housing projects. Successes included the continued capacity building and formation of resident coalitions in Anaheim, Costa Mesa, Mission Viejo, Buena Park, County of Orange, Laguna Hills and in Santa Ana to be engaged in the review of proposed developments and land use decisions. - We also obtained commitments from all Orange County cities to implement stronger affordable housing policies and to review and mitigate barriers such as lack of local housing subsidy, availability of affordable housing sites and land use and zoning constraints (Focus was placed on Anaheim, Fullerton, Fountain Valley, Tustin, Huntington Beach, Irvine, Mission Viejo, Orange, Westminster, and Santa Ana). - Coordinated community member support and education of proposed affordable housing developments and reuse of public lands for affordable housing in the cities of Anaheim, Costa Mesa, Fullerton, Huntington Beach, Irvine, Laguna Niguel, Mission Viejo, Newport Beach, Orange, San Clemente, Santa Ana, Tustin, and Yorba Linda. -Developed and supported over 200 residents in community working groups in Orange County cities to engage in evaluation, recommendation and implementation of affordable housing policies and programs in each OC city. | Desc |
| Total Program Service Expenses | $594,860 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | 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 | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | 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 | false | 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 | Yes (true) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | 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 | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 10 | 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 | false | 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 | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CESAR COVARRUBIAS | PersonNm |
| Phone | 9492500909 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17701 COWAN AVE STE 200 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| CESAR COVARRUBIAS | |||||||
| Executive Direc | 40.00 | 0.00 | Yes (X) | $210,046 | $0 | $23,227 | |
| JESSICA CAPTANIS | |||||||
| Director | 0.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| DAVID LEVY | |||||||
| Director | 0.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| GLENN HAYES | |||||||
| Director | 0.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| BRENDA RODRIGUEZ | |||||||
| Director | 0.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| LISA CASTILLO | |||||||
| Prior Vice Pres | 0.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| NORA MENDEZ | |||||||
| Treasurer | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DIANNE RUSSELL | |||||||
| Director | 0.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| JOSEPH SINGH | |||||||
| Secretary | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| HELEN O'SULLIVAN | |||||||
| President | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $210,046 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $23,227 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | 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 | NONE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $47,781 | MembershipDuesAmt |
| Fundraising | $3,997 | FundraisingAmt |
| All Other Contributions | $1,211,983 | AllOtherContributionsAmt |
| Total Contributions | $1,263,761 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OCLENDERS INVESTORS FORUM | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,959 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,959 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,959 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $91,636 | TotalRevenueColumnAmt |
| Exclusion | $91,636 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rpt Fundraising Event | $3,997 | ContriRptFundraisingEventAmt |
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 (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Miscellaeous | 900099 | ||
| REIMBURSED EXPENSES | 900099 | $1,910 | $1,910 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,910 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,359,266 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,869 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $91,636 | ExclusionAmt |
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 | $0 | TotalAmt |
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 | $233,273 | TotalAmt |
| Program Services | $139,965 | ProgramServicesAmt |
| Management And General | $46,654 | ManagementAndGeneralAmt |
| Fundraising | $46,654 | 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 | $213,569 | TotalAmt |
| Program Services | $208,566 | ProgramServicesAmt |
| Management And General | $5,003 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,562 | TotalAmt |
| Program Services | $6,411 | ProgramServicesAmt |
| Management And General | $151 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,630 | TotalAmt |
| Program Services | $8,481 | ProgramServicesAmt |
| Management And General | $1,130 | ManagementAndGeneralAmt |
| Fundraising | $1,019 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,212 | TotalAmt |
| Program Services | $24,658 | ProgramServicesAmt |
| Management And General | $3,433 | ManagementAndGeneralAmt |
| Fundraising | $3,121 | 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 | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,726 | TotalAmt |
| Program Services | $15,584 | ProgramServicesAmt |
| Management And General | $2,170 | ManagementAndGeneralAmt |
| Fundraising | $1,972 | FundraisingAmt |
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 | $4,826 | TotalAmt |
| Program Services | $3,812 | ProgramServicesAmt |
| Management And General | $531 | ManagementAndGeneralAmt |
| Fundraising | $483 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,258 | TotalAmt |
| Program Services | $5,157 | ProgramServicesAmt |
| Management And General | $1,448 | ManagementAndGeneralAmt |
| Fundraising | $653 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $885 | TotalAmt |
| Program Services | $699 | ProgramServicesAmt |
| Management And General | $97 | ManagementAndGeneralAmt |
| Fundraising | $89 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,923 | TotalAmt |
| Program Services | $7,838 | ProgramServicesAmt |
| Management And General | $1,091 | ManagementAndGeneralAmt |
| Fundraising | $994 | 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 | $0 | TotalAmt |
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 | $407 | TotalAmt |
| Program Services | $322 | ProgramServicesAmt |
| Management And General | $45 | ManagementAndGeneralAmt |
| Fundraising | $40 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,947 | TotalAmt |
| Program Services | $927 | ProgramServicesAmt |
| Management And General | $2,902 | ManagementAndGeneralAmt |
| Fundraising | $118 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SUBGRANTS | $109,510 | $109,510 | ||
| OUTSIDE SERVICES | $27,063 | $21,380 | $2,977 | $2,706 |
| PROJECT EXPENSE | $26,801 | $26,801 | ||
| MISCELLANEOUS | $5,000 | $5,000 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,554 | TotalAmt |
| Program Services | $9,749 | ProgramServicesAmt |
| Management And General | $1,457 | ManagementAndGeneralAmt |
| Fundraising | $1,348 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $723,146 | TotalAmt |
| Program Services | $594,860 | ProgramServicesAmt |
| Management And General | $69,089 | ManagementAndGeneralAmt |
| Fundraising | $59,197 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $402,961 | BOYAmt |
| EOY | $1,030,663 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,491,699 | BOYAmt |
| EOY | $2,583,371 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $280,000 | BOYAmt |
| EOY | $225,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | 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 | $2,636 | BOYAmt |
| EOY | $2,838 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $11,576 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,899 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $3,677 | 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) |
|---|---|---|
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,177,296 | BOYAmt |
| EOY | $3,845,549 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,145 | BOYAmt |
| EOY | $89,547 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,145 | BOYAmt |
| EOY | $89,547 | 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 | $2,145,248 | BOYAmt |
| EOY | $2,669,569 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $975,903 | BOYAmt |
| EOY | $1,086,433 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,121,151 | BOYAmt |
| EOY | $3,756,002 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,177,296 | BOYAmt |
| EOY | $3,845,549 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $636,120 | ReconcilationRevenueExpnssAmt |
| Donated Services And Use Fclts | $9,644 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | -$10,913 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (true) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | false | FSAuditedInd |
| 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 | $846,522 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $811,735 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,258,304 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $864,791 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,259,764 | CurrentTaxYearAmt |
| Total | $5,041,116 | 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 | $846,522 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $811,735 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,258,304 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $864,791 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,259,764 | CurrentTaxYearAmt |
| Total | $5,041,116 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $5,041,116 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,211 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $935 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $982 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,229 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $91,636 | CurrentTaxYearAmt |
| Total | $128,993 | 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 | $693 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $3,905 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,050 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,866 | CurrentTaxYearAmt |
| Total | $17,514 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $5,187,623 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $15,700 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.97180 | PublicSupportCY170Pct |
| Public Support PY170 | 0.98880 | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed Section4955 Tax | false | Form4720FiledSection4955TaxInd |
| Correction Made | false | CorrectionMadeInd |
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $7,351 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $7,352 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $14,703 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $708,443 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $723,146 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $133,472 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $33,368 | FilingOrganizationsTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed | false | Form4720FiledInd |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $109,482 | CurrentYearMinus3Amt |
| Current Year Minus2 | $81,473 | CurrentYearMinus2Amt |
| Current Year Minus1 | $136,792 | CurrentYearMinus1Amt |
| Current Year | $133,472 | CurrentYearAmt |
| Total | $461,219 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $691,829 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $14,703 | CurrentYearAmt |
| Total | $14,703 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $27,371 | CurrentYearMinus3Amt |
| Current Year Minus2 | $20,368 | CurrentYearMinus2Amt |
| Current Year Minus1 | $34,198 | CurrentYearMinus1Amt |
| Current Year | $33,368 | CurrentYearAmt |
| Total | $115,305 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $172,958 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $5,908 | CurrentYearMinus3Amt |
| Current Year Minus2 | $5,908 | CurrentYearMinus2Amt |
| Current Year Minus1 | $6,671 | CurrentYearMinus1Amt |
| Current Year | $7,351 | CurrentYearAmt |
| Total | $25,838 | TotalAmt |
Schedule D IRS990ScheduleD
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,576 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,899 | DepreciationAmt |
| Book Value | $3,677 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,677 | TotalBookValueLandBuildingsAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CESAR COVARRUBIAS | PersonNm |
| Title | Executive Direc | TitleTxt |
| Base Compensation Filing Org | $210,046 | BaseCompensationFilingOrgAmt |
| Deferred Compensation Flng Org | $22,786 | DeferredCompensationFlngOrgAmt |
| Nontaxable Benefits Filing Org | $441 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $233,273 | TotalCompensationFilingOrgAmt |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | OCCORD | PersonNm |
| Relationship With Org | SEE SCHEDULE O | RelationshipWithOrgTxt |
| Type Of Assistance | SUBGRANT | TypeOfAssistanceTxt |
| Assistance Purpose | EQUITYINOCGRANT | AssistancePurposeTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, Line 8b | COMMITTEES DO NOT HAVE AUTHORITY TO ACT IN BEHALF OF THE BOARD OF DIRECTORS. ALL RECOMMENDATIONS APPROVED BY THE BOARD OF DIRECTORS ARE DOCUMENTED IN THEIR MINUTES. |
| Form 990, Part VI, Section B, Line 11b | FORM 990 REVIEWED BY THE TREASURER AND FORM SUBMITTED TO THE BOARD MEMBERS BEFORE IT IS FILED. |
| Form 990, Part VI, Section B, Line 12c | THE ORGANIZATION ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY BY ANNUALLY ADMINISTERING A CONFLICT OF INTEREST QUESTIONNAIRE. ALL BOARD MEMBERS ARE REQUIRED TO ANNUALLY REVIEW AND COMPLETE THE CONFLICT OF INTEREST QUESTIONNAIRE AND DISCLOSE ANY PREVIOUSLY UNDISCLOSED CONFLICTS OF INTEREST. ONCE IDENTIFIED, CONFLICTS OF INTEREST ARE ADDRESSED AS SET FORTH IN THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. |
| Form 990, Part VI, Section B, Line 15a | THE EXECUTIVE COMMITTEE RELIES UPON COMPARABILITY DATA TO DETERMINE AND APPROVE THE COMPENSATION OF THE EXECUTIVE DIRECTOR. THE EXECUTIVE COMMITTEE UTILIZES RESOURCES SUCH AS SIMILARLY SITUATED EXEMPT ORGANIZATIONS IN THEIR AREA TO BENCHMARK PAY ALONG WITH MARKET INFORMATION FROM OTHER EXEMPT ORGANIZATIONS AND FOR-PROFIT ORGANIZATIONS AND THE BOARD OF DIRECTORS EVALUATION TO ASSESS THE COMPETITIVENESS AND REASONABLENESS OF THE COMPENSATION. THE COMMITTEE REPORTS THE RESULTS TO THE BOARD OF DIRECTORS. |
| Form 990, Part VI, Section C, Line 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE PROVIDED UPON REQUEST.FORM 990 IS AVAILABLE ON GUIDESTAR. |
| Form 990, Part XI, Line 9 | IN KIND SERVICES = -$9644 |
| Form 990, Part XI, Line 9 | MEALS = -$1269 |
| SCHEDULE J PART 2 COLUMN C | THE EXECUTIVE DIRECTOR'S RETIREMENT AND OTHER DEFERRED COMPENSATION CONSISTS OF THE FOLLOWING:PENSION 6,301ESTIMATED ACCRUED VACATION 16,485 ------ TOTAL 22,786 ====== |
| SCHEDULE L PART IV | THE KENNEDY COMMISSION RECEIVED SUBGRANTS FROM ORANGE COUNTY COMMUNITIES ORGANIZED FOR RESPONSIBLE DEVELOPMENT(OCCORD)IN PRIOR YEARS AND WERE REPORTED ON SCHEDULE L IN THOSE YEARS BY OCCORD. CESAR COVARRUBIAS IS EXECUTIVE DIRECTOR OF THE KENNEDY COMMISSION AND CHAIRMAN OF OCCORD.IN 2022 THE KENNEDY COMMISSION RECEIVED A $507,000 GRANT FROM EQUITY IN OC.THE SOCIAL DETERMINANTS OF HEALTH IMPLEMENTAION GRANT REQUIRED SUBGRANTS WITH THE FOLLOWING ORGANIZATIONS:TIDESLATINO HEALTH ACCESSORANGE COUNTY CONGREGATION COMMUNITY ORGANIZATION(OCCCO)ORANGE COUNTY COMMUNITIES ORGANIZED FOR RESPONSIBLE DEVELOPMENT(OCCORD)ALIANZA TRANSLATINXTHE KENNEDY COMMISSION BOARD OF DIRECTORS APPROVED THE GRANT WITH EQUITY IN OC.THE GRANT WAS COMPLETED IN 2024. |
| Statement Note 1 | SCHEDULE C PART II-A - SUPPLEMENTAL INFORMATION:FORM 5768 ELECTING PROVISIONS OF SECTION 501(h)TO APPLY TO TAX YEAR ENDINGDECEMBER 31, 2008 AND THEREAFTER. |