MATRICULATE INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MATRICULATE INC (EIN 35-2531989)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-04-01
- IRS object ID
- 202610919349300231
- Schema version
- 2024v5.5
- 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 | 2026-04-01T10:51:03-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390974031 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEGNER CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 PARK AVE FL 3 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101690005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352531989 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MATRICULATE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MATR | BusinessNameControlTxt |
| Phone | 2063065715 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 BROADWAY 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10004 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA CHICK | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 2063065715 | PhoneNum |
| Signature | 2026-03-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | YIGIT UCTUM CPA | PreparerPersonNm |
| PTIN | P00598291 | PTIN |
| Phone | 2125511724 | PhoneNum |
| Preparation | 2026-03-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | LISA CHICK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 BROADWAY 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,913,898 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | MATRICULATE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2015 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | MATRICULATE'S MISSION IS TO EMPOWER HIGH-ACHIEVING HIGH SCHOOL STUDENTS FROM LOW-INCOME BACKGROUNDS TO MAKE THE LEAP TO OUR NATION'S TOP COLLEGES.OUR VISION IS THAT ONE DAY ALL HIGH-ACHIEVING, LOW-INCOME HIGH SCHOOL STUDENTS IN AMERICA WILL HAVE ACCESS TO COLLEGES WHERE THEY WILL THRIVE, GIVING THEM A UNIQUE OPPORTUNITY TO CHANGE THE TRAJECTORY OF THEIR OWN LIVES AND THE LIVES OF THEIR FAMILIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 1000 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,859,429 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,374,233 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $116,767 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $92,800 | CYProgramServiceRevenueAmt |
| PY Investment Income | $189,452 | PYInvestmentIncomeAmt |
| CY Investment Income | $440,405 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,582 | PYOtherRevenueAmt |
| CY Other Revenue | $6,460 | CYOtherRevenueAmt |
| PY Total Revenue | $3,169,230 | PYTotalRevenueAmt |
| CY Total Revenue | $1,913,898 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,404,978 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,501,370 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $27,440 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $773,565 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,192,008 | PYOtherExpensesAmt |
| CY Other Expenses | $2,445,836 | CYOtherExpensesAmt |
| PY Total Expenses | $6,596,986 | PYTotalExpensesAmt |
| CY Total Expenses | $6,974,646 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,427,756 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$5,060,748 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $14,502,828 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,512,052 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $179,054 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $247,189 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $14,323,774 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,264,863 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE OMATRICULATE'S MISSION IS TO EMPOWER HIGH-ACHIEVING HIGH SCHOOL STUDENTS FROM LOW-INCOME BACKGROUNDS TO MAKE THE LEAP TO OUR NATION'S TOP COLLEGES.OUR VISION IS THAT ONE DAY ALL HIGH-ACHIEVING, LOW-INCOME HIGH SCHOOL STUDENTS IN AMERICA WILL HAVE ACCESS TO COLLEGES WHERE THEY WILL THRIVE, GIVING THEM A UNIQUE OPPORTUNITY TO CHANGE THE TRAJECTORY OF THEIR OWN LIVES AND THE LIVES OF THEIR FAMILIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,706,890 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $92,800 | RevenueAmt |
| Desc | MATRICULATE TRAINS TALENTED COLLEGE STUDENTS AT TOP INSTITUTIONS TO CONNECT REMOTELY WITH HIGH-ACHIEVING, LOW-INCOME HIGH SCHOOL STUDENTS, PROVIDING THE INFORMATION, GUIDANCE, AND SUPPORT THAT THESE HIGH SCHOOL STUDENTS NEED TO NAVIGATE THE COLLEGE APPLICATION PROCESS.WE CURRENTLY HAVE NEARLY 1,000 ADVISING FELLOWS AND APPROXIMATELY 3,300 SENIORS IN THE CLASS OF 2025. OUR STAFF OVERSEES THIS WORK AND ENSURES OUR STUDENTS ARE ON TRACK TO MATRICULATE TO A BEST FIT INSTITUTION. OUR GOAL IS FOR THE VAST MAJORITY OF STUDENTS WE SERVE TO GO ON TO ATTEND HIGH GRADUATION RATE INSTITUTIONS.WE RECRUIT, SELECT, AND TRAIN COLLEGE STUDENTS DURING THE FALL AND WINTER, MATCH THEM WITH ELIGIBLE HIGH SCHOOL STUDENTS IN SECOND SEMESTER, AND THEN MANAGE THEM UNTIL THEY COMPLETE THEIR TERM WITH MATRICULATE. WE RAISE SUPPORT LARGELY THROUGH PHILANTHROPY ALONG WITH SOME PROGRAM FEES. | Desc |
| Total Program Service Expenses | $4,706,890 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 189 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LISA CHICK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2063065715 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 BROADWAY 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10004 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| CRAIG ROBINSON | |||||||
| CEO | 40.00 | Yes (X) | Yes (X) | $127,658 | $0 | $19,433 | |
| JIM LARIMORE | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GREGORY SPIVY | |||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| TOM FRY | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JASANNA BRITTON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JONATHAN ASHTOR ESQ | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SEAN CULLINAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MIECHA RANEA FORBES | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JED HART | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LYNN POOLE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KIM COLLINS PARIZEAU | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DANE SKILLRUD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRYDEN SWEENEY-TAYLOR | |||||||
| INTERIM CEO/DIRECTOR | 40.00 | Yes (X) | Yes (X) | $72,917 | $0 | $0 | |
| LAURAN TUCK | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLEY MOORE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SHIKHA BHATNAGAR | |||||||
| VICE PRESIDENT, EXTERNAL AFFAIRS | 40.00 | $143,749 | $0 | $11,043 | Yes (X) | ||
| BRYAN CONTRERAS | |||||||
| MANAGING DIRECTOR, PROGRAM PARTNERSHIPS & GROWTH | 40.00 | $124,906 | $0 | $29,569 | Yes (X) | ||
| MORGAN DORNSIFE | |||||||
| MANAGING DIRECTOR, ADVANCEMENT | 40.00 | $132,023 | $0 | $24,572 | Yes (X) | ||
| TRACY DUNN | |||||||
| MANAGING DIRECTOR, BUSINESS ADMINISTRATION | 40.00 | $133,619 | $0 | $18,488 | Yes (X) | ||
| KIMBERLY OAKES | |||||||
| SVP, PROGRAM & OPERATIONS | 40.00 | $167,368 | $0 | $9,847 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $902,240 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $112,952 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 11 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| EAB GLOBAL INC | |||||
| 2446 M STREET NW | WASHINGTON | DC | 20037 | STUDENT SOURCING | $225,212 |
| BELLWETHER EDUCATION PARTNERS INC | |||||
| 68 HARRISON AVE SUITE 605 | BOSTON | MA | 02111 | STRATEGIC PLANNING | $153,400 |
| SSI (US) INC DBA SPENCER STUART | |||||
| 353 N CLARK SUITE 2500 | CHICAGO | IL | 60654 | EXECUTIVE SEARCH FIRM | $143,000 |
| INSPERITY | |||||
| 1901 CRESCENT SPRINGS DR | KINGWOOD | TX | 77339 | PROFESSIONAL EMPLOYMENT SERVICES | $100,511 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,374,233 | AllOtherContributionsAmt |
| Noncash Contributions | $8,141 | NoncashContributionsAmt |
| Total Contributions | $1,374,233 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM SERVICE REVENUE | Desc |
| Business | 611600 | BusinessCd |
| Total Revenue Column | $92,800 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $92,800 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $92,800 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $440,405 | TotalRevenueColumnAmt |
| Exclusion | $440,405 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,460 | TotalRevenueColumnAmt |
| Exclusion | $6,460 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $6,460 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,913,898 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $92,800 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $446,865 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,776 | TotalAmt |
| Program Services | $48,879 | ProgramServicesAmt |
| Management And General | $57,026 | ManagementAndGeneralAmt |
| Fundraising | $29,871 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,448,938 | TotalAmt |
| Program Services | $2,429,584 | ProgramServicesAmt |
| Management And General | $546,097 | ManagementAndGeneralAmt |
| Fundraising | $473,257 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,726 | TotalAmt |
| Program Services | $66,876 | ProgramServicesAmt |
| Management And General | $16,274 | ManagementAndGeneralAmt |
| Fundraising | $13,576 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $519,380 | TotalAmt |
| Program Services | $359,098 | ProgramServicesAmt |
| Management And General | $87,385 | ManagementAndGeneralAmt |
| Fundraising | $72,897 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $300,550 | TotalAmt |
| Program Services | $207,800 | ProgramServicesAmt |
| Management And General | $50,567 | ManagementAndGeneralAmt |
| Fundraising | $42,183 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,028 | TotalAmt |
| Management And General | $80,028 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,968 | TotalAmt |
| Management And General | $76,968 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,440 | TotalAmt |
| Fundraising | $27,440 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $772,319 | TotalAmt |
| Program Services | $286,764 | ProgramServicesAmt |
| Management And General | $459,453 | ManagementAndGeneralAmt |
| Fundraising | $26,102 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $319,383 | TotalAmt |
| Program Services | $297,360 | ProgramServicesAmt |
| Management And General | $12,836 | ManagementAndGeneralAmt |
| Fundraising | $9,187 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $317,996 | TotalAmt |
| Program Services | $241,085 | ProgramServicesAmt |
| Management And General | $56,966 | ManagementAndGeneralAmt |
| Fundraising | $19,945 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,269 | TotalAmt |
| Program Services | $92,401 | ProgramServicesAmt |
| Management And General | $17,934 | ManagementAndGeneralAmt |
| Fundraising | $17,934 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $285,642 | TotalAmt |
| Program Services | $230,378 | ProgramServicesAmt |
| Management And General | $23,918 | ManagementAndGeneralAmt |
| Fundraising | $31,346 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,797 | TotalAmt |
| Program Services | $23,670 | ProgramServicesAmt |
| Management And General | $586 | ManagementAndGeneralAmt |
| Fundraising | $3,541 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,145 | TotalAmt |
| Program Services | $8,024 | ProgramServicesAmt |
| Management And General | $1,561 | ManagementAndGeneralAmt |
| Fundraising | $1,560 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| COLLEGE STUDENT SUPPORT | $342,566 | $342,566 | ||
| PARTICIPANT MEALS | $83,723 | $72,405 | $6,592 | $4,726 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,974,646 | TotalAmt |
| Program Services | $4,706,890 | ProgramServicesAmt |
| Management And General | $1,494,191 | ManagementAndGeneralAmt |
| Fundraising | $773,565 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,233,193 | BOYAmt |
| EOY | $505,718 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,722,000 | BOYAmt |
| EOY | $101 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $158,356 | BOYAmt |
| EOY | $222,359 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,131,015 | BOYAmt |
| EOY | $7,413,670 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,258,264 | BOYAmt |
| EOY | $1,370,204 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,502,828 | BOYAmt |
| EOY | $9,512,052 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $179,054 | BOYAmt |
| EOY | $247,189 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $179,054 | BOYAmt |
| EOY | $247,189 | 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 | $10,060,300 | BOYAmt |
| EOY | $9,163,722 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,263,474 | BOYAmt |
| EOY | $101,141 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,323,774 | BOYAmt |
| EOY | $9,264,863 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,502,828 | BOYAmt |
| EOY | $9,512,052 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$5,060,748 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,837 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,269,043 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,437,513 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,323,860 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,859,429 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,374,233 | CurrentTaxYearAmt |
| Total | $26,264,078 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,269,043 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,437,513 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,323,860 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,859,429 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,374,233 | CurrentTaxYearAmt |
| Total | $26,264,078 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $16,825,418 | SubstantialContributorsTotAmt |
| Public Support Total170 | $9,438,660 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $723 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,237 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $84,857 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $189,452 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $440,405 | CurrentTaxYearAmt |
| Total | $716,674 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $26,980,752 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $638,456 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.34980 | PublicSupportCY170Pct |
| Public Support PY170 | 0.37710 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CASH | Desc |
| Book Value | $1,370,204 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,370,204 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | $2,104,373 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,837 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $188,638 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $190,475 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,913,898 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,913,898 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,163,284 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $188,638 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $188,638 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,974,646 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,974,646 | TotalExpensesPerForm990Amt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NINETTE ANALA AT AYALA BROWN CONSULTING LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17204 CHATSWORTH STREET 6 | AddressLine1Txt |
| City | GRANADA HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91344 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | GRANT WRITING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $27,440 | RetainedByContractorAmt |
| Net To Organization | -$27,440 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $27,440 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$27,440 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Payments For Use Of Residence | Yes (X) | PaymentsForUseOfResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KIMBERLY OAKES | ||||||||||||||
| SVP, PROGRAM & OPERATIONS | $167,368 | $0 | $0 | $0 | $0 | $0 | $1,092 | $0 | $8,755 | $0 | $177,215 | $0 | $0 | $0 |
| MORGAN DORNSIFE | ||||||||||||||
| MANAGING DIRECTOR, ADVANCEMENT | $132,023 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $24,572 | $0 | $156,595 | $0 | $0 | $0 |
| SHIKHA BHATNAGAR | ||||||||||||||
| VICE PRESIDENT, EXTERNAL AFFAIRS | $143,749 | $0 | $0 | $0 | $0 | $0 | $1,545 | $0 | $9,498 | $0 | $154,792 | $0 | $0 | $0 |
| BRYAN CONTRERAS | ||||||||||||||
| MANAGING DIRECTOR, PROGRAM PARTNERSH | $124,906 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $29,569 | $0 | $154,475 | $0 | $0 | $0 |
| TRACY DUNN | ||||||||||||||
| MANAGING DIRECTOR, BUSINESS ADMINIST | $133,619 | $0 | $0 | $0 | $0 | $0 | $2,405 | $0 | $16,083 | $0 | $152,107 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1B | FormAndLineReferenceDesc |
| Explanation | EMPLOYEES ARE ELIGIBLE FOR REIMBURSEMENT FOR COSTS ASSOCIATED WITH WORKING FROM A HOME OFFICE OF UP TO $225 PER MONTH FOR UTILITIES(ELECTRIC OR GAS) OR CO-WORKING SPACE | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 5 AND FORM 990 PART V, SECTION B, LINE 2A: | MATRICULATE LEASES EMPLOYEES FROM INSPERITY, A PROFESSIONAL EMPLOYMENT ORGANIZATION. MATRICULATE'S EMPLOYEES ARE CONSIDERED COMMON LAW EMPLOYEES OF MATRICULATE, HOWEVER, INSPERITY IS THE EMPLOYER OF RECORD AND AS SUCH, MATRICULATE'S EMPLOYEES RECEIVE THEIR W2S FROM INSPERITY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE PREPARED FORM 990 IS REVIEWED BY THE ORGANIZATION'S GOVERNING BODY AND MANAGEMENT BEFORE THE RETURN IS FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY ALL DIRECTORS AND OFFICERS COMPLETE AND SIGN A STATEMENT THAT PROVIDES INFORMATION REGARDING THEIR INTERESTS AND THOSE OF THEIR FAMILY MEMBERS THAT COULD GIVE RISE TO CONFLICTS. THE MEMBERS OF THE GOVERNING BODY MAKE DETERMINATIONS OF WHETHER A CONFLICT EXISTS AND REVIEW ACTUAL CONFLICTS. ANY PERSON WITH A CONFLICT IS PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS WITH REGARD TO THE TRANSACTION IN WHICH THAT PERSON HAS A CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15A | DURING AN EXECUTIVE SESSION THE INDEPENDENT MEMBERS OF THE GOVERNING BODY DETERMINED THE CHIEF EXECUTIVE OFFICER'S COMPENSATION USING DATA ON COMPENSATION FOR COMPARABLE POSITIONS PUBLISHED IN GUIDESTAR'S ANNUAL COMPENSATION REPORT. ALL NON-INDEPENDENT DIRECTORS ABSTAINED FROM THE MEETING AND AN EXECUTIVE SESSION CONSISTING OF ONLY INDEPENDENT DIRECTORS WAS HELD. THE DIRECTORS DISCUSSED THE REPORT AS WELL AS COMPENSATION PAID BY SIMILAR-SIZED TAX-EXEMPT ORGANIZATIONS. THE DIRECTORS THEN AGREED ON THE CHIEF EXECUTIVE OFFICER'S COMPENSATION AND DETERMINED SUCH COMPENSATION WAS FAIR AND REASONABLE IN LIGHT OF COMPARABLE DATA SET FORTH IN THE REPORT. THE PROCESS IS CONDUCTED EACH JUNE AND IS DOCUMENTED IN THE MINUTES OF THE MEETINGS OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MADE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 64,891. MANAGEMENT AND GENERAL EXPENSES 188,804. FUNDRAISING EXPENSES 26,102. TOTAL EXPENSES 279,797. PEO ADMINISTRATION: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 105,291. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 105,291. TALENT MANAGEMENT CONSULTANT: PROGRAM SERVICE EXPENSES 75,509. MANAGEMENT AND GENERAL EXPENSES 165,358. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 240,867. HSF OUTREACH/MARKETING: PROGRAM SERVICE EXPENSES 146,364. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 146,364. |