CALIFORNIA FOUNDATION ON THE ENVIRONMENT AND THE ECONOMY: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- CALIFORNIA FOUNDATION ON THE ENVIRONMENT AND THE ECONOMY (EIN 94-2579986)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-09
- IRS object ID
- 201543139349302604
- Schema version
- 2014v5.0
- 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 | 2015-11-09T12:34:13-08:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | James Mansuetto CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1736 Franklin Street Suite 700 | AddressLine1Txt |
| City | Oakland | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942579986 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | California Foundation on the Environment | BusinessNameLine1Txt |
| Business Name Line2 | & the Economy | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CALI | BusinessNameControlTxt |
| Phone | 4157881786 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Pier 35 The Embarcadero | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94133 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Patrick Mason | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2015-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | James Mansuetto | PreparerPersonNm |
| PTIN | P00537971 | PTIN |
| Phone | 5107638489 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,603,079 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.cfee.net | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1979 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE "O" | ActivityOrMissionDesc |
| Voting Members Governing Body | 72 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 72 | VotingMembersIndependentCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,541,017 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,539,730 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $313,024 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $245,942 | CYProgramServiceRevenueAmt |
| PY Investment Income | $116,634 | PYInvestmentIncomeAmt |
| CY Investment Income | -$67,236 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,970,675 | PYTotalRevenueAmt |
| CY Total Revenue | $1,718,436 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $596,749 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $642,368 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $81,327 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,233,195 | PYOtherExpensesAmt |
| CY Other Expenses | $1,017,052 | CYOtherExpensesAmt |
| PY Total Expenses | $1,829,944 | PYTotalExpensesAmt |
| CY Total Expenses | $1,659,420 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $140,731 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $59,016 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,264,296 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,371,789 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $132,526 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $140,876 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,131,770 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,230,913 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The mission of the California Foundation on the Environment and the Economy is to bring together leadership from the business, labor, community, and environmental sectors with elected and appointed officials in roundtable forums concerning the fundamental environmental and economic infrastrucure issues in California. The participants engage in two day conferences for experts and decision makers focused on educating and developing consensus on complex yet critical issues of the day. The roundtable discussions are designed to maximize the exchange of facts and opinions with one another to learn and ideally find common ground on the complex tradeoffs involved in implementing various public policy options. Working with members of our large and diverse Board of Directors, project participants, and elected officials, CFEE monitors the major issues related to energy, water, transportation infrastructure, and information and communication technolgy (ICT). | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $612,708 | ExpenseAmt |
| Revenue | $245,942 | RevenueAmt |
| Desc | CFEE conducts travel study projects for state and local elected and appointed officials, labor and environmental leaders, and representatives from the private sector. Study travel projects facilitate the exchange of information between public and private sectors in the US and their foreign counterparts.2014 study travel projects topics were:CanadaThe Foundation led a delegation of California state legislators,environmental, labor and business leaders to explore best practices and technologies from the Canadian experience in the capture, utilization and storage of carbon dioxide(CCS) as part of the energy production process. Working with the Canadian Consulate in San Francisco, the delegation received briefings from public and private officials and conducted site visits to the Boundary Dam Power Station in Saskatchewan as well as the Quest CCS project at the Athabasca Oils Sands in nothern Alberta. The delgation also met with Partnership BC in British Columbia to learn from their experience with alternatie delivery methods for transportation infrastructure.ChileThe Foundation led a delegation of California state legislators, environment, labor and business leaders to meet the political leaders, regulators, government and business leaders in Chile to share California's experience with the development of renewable energy and exchange concepts for mechanisms to develop solar energy in the Atacama Desert in Northern Chile for the residential and commercial use in the more populous south. The delegation also visited the Angamos Battery Energy Storage System and received a briefing and tour of energy storage technology in order to understand the potential for application in California. The delegation was briefed on the Alta Maipo underground hydropower project outside of Santiago to understand the potential for the use of tunnel boring machines for future water infrastructure projects in California. Finally, the delegation met with public officials and private sector executives for a briefing on the track record of infrastructure development in Chile using alternative financing and delivery mechanisms. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $611,894 | ExpenseAmt |
| Revenue | $213,658 | RevenueAmt |
| Desc | CFEE conducts public policy discussion forums to facilitate a free and open exchange of views between top regulatory and elected officials, industry executives, labor, consumer and environmental leaders and academic experts. Conference topics in 2014 included:Roundtable conference on Information and Communications Technology Infrastructure for an Advancing Economy and Future JobsRoundtable conference on California's Transportation Infrastructure: How do We Get to SuccessRoundtable conference on California Water and the Drought Challenges, Actions, and Pragmatic Lessons from Other NationsElectrifying Transportation Workshop: what Can be Done to Bend the Electric Vehicle Adoption Curve in California | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,224,602 | 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 |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| 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 |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| 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 | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| 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 |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 6 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 7 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| 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 |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 72 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 72 | 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 |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Patrick Mason | PersonNm |
| Phone | 4157881786 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Pier 35 The Embarcadero | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94133 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (72 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 |
|---|---|---|---|---|---|---|---|
| Patrick Johnston | |||||||
| Chairman | 0.60 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Sheryl Carter | |||||||
| Vice-Chr Nor CA | 0.60 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Frederick E John | |||||||
| Vice-Chr So CA | 0.60 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KC Bishop | |||||||
| Secretary | 0.60 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Jack McNally | |||||||
| Treasurer | 0.60 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Adienne Alvord | |||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Curt Augustine | |||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| J Thomas Baca | |||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Robert Balgenorth | |||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Stephen Berberich | |||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Ellie Booth | |||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Beth A Bowman | |||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| John Chillemi | |||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Rachelle Chong | |||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Patricia T Clarey | |||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| John J Coffey | |||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Timothy T Cremins | |||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Daniel Curtin | |||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Martin Daley | |||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Thomas Dalzell | |||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Joseph F Desmond | |||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| James Earp | |||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Kathleen Brown | |||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Scott Farris | |||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Victor H Fazio | |||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Christine M Frahm | |||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Grant Davis | |||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Michael Gianunzio | |||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Kassandra F Gough | |||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Laura Harnish | |||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Kerry Hattevik | |||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Robert Hunter | |||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Jeffrey Kightlinger | |||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Marvin P Kropke | |||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Denise L Kruger | |||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Patrick Lavin | |||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Deane Leavenworth | |||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Michael Liikala | |||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Mary Lynch | |||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Robert MacLean | |||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Timothey J McCallion | |||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Carolyn McIntyre | |||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Kenneth P McNeely | |||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Sunne Wright McPeak | |||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Jose Mejia | |||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Peter C Nelson | |||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Eric Pendergraft | |||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Mark A Pisano | |||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| James Pope | |||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Dan Richard | |||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Gerald D Secundy | |||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Daniel Skopec | |||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Jan Smutny-Jones | |||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Thomas Starrs | |||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Jay Ziegler | |||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Hal Dittmer | |||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Leonard Dorr | |||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Marcie Edwards | |||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Francisco Fernandez | |||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| David Gomez | |||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Mike Layton | |||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Kevin Lynch | |||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Michael McGraw | |||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Al Moro | |||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Meredith Parkin | |||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Andrew Rea | |||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Mary Stutts | |||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Gaddi Vasquez | |||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Derek Walker | |||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Michael Wheeler | |||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Geofrey Yarema | |||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Patrick Mason | |||||||
| President & CEO | 40.00 | 0.00 | Yes (X) | $204,356 | $0 | $52,528 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $204,356 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $52,528 | 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 |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,539,730 | AllOtherContributionsAmt |
| Total Contributions | $1,539,730 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| Conference revenue | $10,428 | $10,428 |
| Study travel reimbursemnt | $235,514 | $235,514 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $245,942 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $42,740 | TotalRevenueColumnAmt |
| Exclusion | $42,740 | 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 |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $774,667 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $884,643 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$109,976 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$109,976 | TotalRevenueColumnAmt |
| Exclusion | -$109,976 | ExclusionAmt |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,718,436 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $245,942 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | -$67,236 | 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 | $192,486 | TotalAmt |
| Program Services | $115,492 | ProgramServicesAmt |
| Management And General | $19,249 | ManagementAndGeneralAmt |
| Fundraising | $57,745 | 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 | $280,768 | TotalAmt |
| Program Services | $126,567 | ProgramServicesAmt |
| Management And General | $154,201 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,394 | TotalAmt |
| Program Services | $36,452 | ProgramServicesAmt |
| Management And General | $28,973 | ManagementAndGeneralAmt |
| Fundraising | $9,969 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,783 | TotalAmt |
| Program Services | $32,713 | ProgramServicesAmt |
| Management And General | $16,720 | ManagementAndGeneralAmt |
| Fundraising | $9,350 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,937 | TotalAmt |
| Program Services | $17,870 | ProgramServicesAmt |
| Management And General | $12,804 | ManagementAndGeneralAmt |
| Fundraising | $4,263 | 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 | $20,372 | TotalAmt |
| Management And General | $20,372 | 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 | $14,861 | TotalAmt |
| Management And General | $14,861 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,900 | TotalAmt |
| Program Services | $7,223 | ProgramServicesAmt |
| Management And General | $3,677 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,164 | TotalAmt |
| Program Services | $70,386 | ProgramServicesAmt |
| Management And General | $39,778 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,788 | TotalAmt |
| Program Services | $10,530 | ProgramServicesAmt |
| Management And General | $11,258 | ManagementAndGeneralAmt |
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 | $17,117 | TotalAmt |
| Program Services | $11,411 | ProgramServicesAmt |
| Management And General | $5,706 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,318 | TotalAmt |
| Program Services | $7,545 | ProgramServicesAmt |
| Management And General | $3,773 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Study travel project expense | $540,815 | $540,815 | |
| Conference expense | $204,256 | $204,256 | |
| Consultants | $15,876 | $10,584 | $5,292 |
| Parking & local transportation | $12,422 | $8,281 | $4,141 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,163 | TotalAmt |
| Program Services | $24,477 | ProgramServicesAmt |
| Management And General | $12,686 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,659,420 | TotalAmt |
| Program Services | $1,224,602 | ProgramServicesAmt |
| Management And General | $353,491 | ManagementAndGeneralAmt |
| Fundraising | $81,327 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $986,039 | BOYAmt |
| EOY | $759,343 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,500 | BOYAmt |
| EOY | $13,500 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,722 | BOYAmt |
| EOY | $248,199 | 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 | $15,988 | BOYAmt |
| EOY | $35,769 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $695,531 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $650,038 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,301 | BOYAmt |
| EOY | $45,493 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,042,061 | BOYAmt |
| EOY | $1,249,800 | 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 | $19,685 | BOYAmt |
| EOY | $19,685 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,264,296 | BOYAmt |
| EOY | $2,371,789 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,526 | BOYAmt |
| EOY | $140,876 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,526 | BOYAmt |
| EOY | $140,876 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,024,582 | BOYAmt |
| EOY | $1,216,206 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $522,188 | BOYAmt |
| EOY | $429,707 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $585,000 | BOYAmt |
| EOY | $585,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,131,770 | BOYAmt |
| EOY | $2,230,913 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,264,296 | BOYAmt |
| EOY | $2,371,789 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $59,016 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $40,127 | 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 | $1,709,451 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,827,332 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,843,246 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,541,017 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,539,730 | CurrentTaxYearAmt |
| Total | $8,460,776 | 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 | $1,709,451 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,827,332 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,843,246 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,541,017 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,539,730 | CurrentTaxYearAmt |
| Total | $8,460,776 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $917,702 | SubstantialContributorsTotAmt |
| Public Support Total170 | $7,543,074 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,830 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,068 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,714 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,739 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $42,740 | CurrentTaxYearAmt |
| Total | $103,091 | 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 Minus3 Years | $203 | CurrentTaxYearMinus3YearsAmt |
| Total | $203 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $8,564,070 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $558,966 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.88080 | PublicSupportCY170Pct |
| Public Support PY170 | 0.87470 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,107,188 | BeginningYearBalanceAmt |
| Contributions | $7,500 | ContributionsAmt |
| Other Expenditures | $99,981 | OtherExpendituresAmt |
| End Year Balance | $1,014,707 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,058,858 | BeginningYearBalanceAmt |
| Contributions | $122,500 | ContributionsAmt |
| Other Expenditures | $74,170 | OtherExpendituresAmt |
| End Year Balance | $1,107,188 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,027,576 | BeginningYearBalanceAmt |
| Contributions | $108,000 | ContributionsAmt |
| Other Expenditures | $76,718 | OtherExpendituresAmt |
| End Year Balance | $1,058,858 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,038,965 | BeginningYearBalanceAmt |
| Contributions | $100,000 | ContributionsAmt |
| Other Expenditures | $111,389 | OtherExpendituresAmt |
| End Year Balance | $1,027,576 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $985,000 | BeginningYearBalanceAmt |
| Contributions | $125,000 | ContributionsAmt |
| Other Expenditures | $71,035 | OtherExpendituresAmt |
| End Year Balance | $1,038,965 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.57600 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.42400 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $500,606 | OtherCostOrOtherBasisAmt |
| Depreciation | $500,606 | DepreciationAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $133,128 | OtherCostOrOtherBasisAmt |
| Depreciation | $100,035 | DepreciationAmt |
| Book Value | $33,093 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $61,797 | OtherCostOrOtherBasisAmt |
| Depreciation | $49,397 | DepreciationAmt |
| Book Value | $12,400 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $45,493 | TotalBookValueLandBuildingsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part V, Line 4: Intended uses of the endowment fund. | FormAndLineReferenceDesc |
| Explanation | Income from the permanently restricted endowment fund of $ 585,000 is available for transfer to unrestricted net assets under the terms of the endowment, however, to date there have been no distributions of cash or securities from the investment accounts.Income from the temporarily restricted portion of the endowment fund of $ 400,000 is also available for transfer to unrestricted net assets, however to date all income earned by the temporarily restricted endowmment fund has been retained in the fund. As of December 31, 2014, $ 400,000 of temporarily restricted net assets could be applied toward expenses associated with the development of additional executive staff or other long term projects subject to board approval. CFEE received grants of $125,000, $100,000, 100,000 and $ 100,000 from the Edison Foundation in 2010, 2011, 2012, and 2013 respectively, to be applied solely toward compensation expense for a public policy intern program initiated by CFEE in 2010. The Edison Foundation grant was not renewed for 2014, however, $ 2,500 for the intern program was received during 2014 from other contributers. $ 82,481 was expended in 2014 in connection with the intern program. A balance of $19,707 of unexpended funds for the intern program is included in temporarily restricted net assets as of December 31, 2014. The remaining $ 10,000 of temporarily restricted net assets as of December 31, 2014 reflects sponsorships to be applied toward 2015 conferences. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 |
| Rebuttable Presumption Proc | false | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Patrick Mason | PersonNm |
| Title | President & CEO | TitleTxt |
| Base Compensation Filing Org | $174,486 | BaseCompensationFilingOrgAmt |
| Bonus Filing Organization | $18,000 | BonusFilingOrganizationAmount |
| Other Compensation Filing Org | $11,870 | OtherCompensationFilingOrgAmt |
| Deferred Compensation Flng Org | $33,230 | DeferredCompensationFlngOrgAmt |
| Nontaxable Benefits Filing Org | $19,298 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $256,884 | TotalCompensationFilingOrgAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 1a: Relevant information in regards to selections on 1a. | FormAndLineReferenceDesc |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| PJ Johnston | |||
| Son of Director | $5,000 | Consulting services | false |
| Patrick Mason | |||
| President | $298 | Office expenses | false |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 11b: Form 990 Review Process | A draft of the form is reviewed at the annual meeting of the Executive Committee of the Board of Directors. The draft approved by the Executive Committee is then provided to each Director for comment prior to filing. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | Potential conflicts are brought before the Executive Committee for analysis and resolution. |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | Changes in annual compensation are reviewed and approved by the Executive Compensation Committee of the Board of Directors. This committee then submits its decisions to the Board of Directors. Members of the Executive Compensation Committee generally hold senior management positions at both for profit and not for profit organizations in California, and are well informed regarding local compensation levels. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | These documents are available for inspection upon request. |
| Other Changes In Net Assets Or Fund Balances - Other Increases | Unrealized gains on investments = $40127 |