Form 990, Part VI, Line 11B: Form 990 Review Process
“Draft form 990 provided to board members via email for review and comment prior to filing.”
Scores are not available for this record yet.
Assets
Down$783,437
Down $480,088 (-38%) from 2014
Net Assets
Down$760,073
Down $458,854 (-38%) from 2014
Liabilities
Down$23,364
Down $21,234 (-48%) from 2014
Revenue
Down$622,933
Down $733,573 (-54%) from 2014
Expenses
Up$1,081,787
Up $38,425 (+3.7%) from 2014
Net Income
Down-$458,854
Down $771,998 (-247%) from 2014
The mission of ITUP is to promote innovative and workable policy solutions that expand health care access and improve the health of Californians, through policy-focused research and broad-based stakeholder engagement.
ITUP's mission is to increase coverage of California's uninsured through research, analysis and consensus-building on target issues among the state's health leaders.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Cash and Non-Interest-Bearing Accounts | $1,241,497 | $683,407 | ▼ $558,090 |
| Pledges and Grants Receivable | $7,500 | $87,500 | ▲ $80,000 |
| Prepaid Expenses and Deferred Charges | $10,717 | $12,530 | ▲ $1,813 |
| Accounts Receivable | $3,811 | $0 | ▼ $3,811 |
| Savings and Temporary Cash Investments | - | $0 | - |
| Other Notes and Loans Receivable, Net | - | $0 | - |
| Receivable From Disqualified Prsn | - | $0 | - |
| Receivables From Officers Etc | - | $0 | - |
| Investments Other Securities | - | $0 | - |
| Investments Program Related | - | $0 | - |
| Investments in Publicly Traded Securities | - | $0 | - |
| Land, Buildings, and Equipment, Net | - | $0 | - |
| Intangible Assets | - | $0 | - |
| Inventories for Sale or Use | - | $0 | - |
| Total Assets | $1,263,525 | $783,437 | ▼ $480,088 |
| Other Assets Total | - | $0 | - |
| Liabilities | |||
| Other Liabilities | $42,284 | $16,546 | ▼ $25,738 |
| Accounts Payable and Accrued Expenses | $2,314 | $6,818 | ▲ $4,504 |
| Total Liabilities | $44,598 | $23,364 | ▼ $21,234 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $457,260 | $477,781 | ▲ $20,521 |
| Temporarily Rstr Net Assets | $761,667 | $282,292 | ▼ $479,375 |
| Total Net Assets Fund Balance | $1,218,927 | $760,073 | ▼ $458,854 |
| Total Liabilities and Net Assets / Fund Balance | $1,263,525 | $783,437 | ▼ $480,088 |
| Name | Title | Full / Part Time | Base | Total |
|---|---|---|---|---|
| Lucien Wulsin | Executive Direc | FT | $159,268 | $159,268 |
| Name | Title |
|---|---|
| Howard Kahn | Chairman |
| Barbara Garcia | Director |
| John Arensmeyer | Director |
| Lesley Cummings | Director |
| Richard Chambers | Director |
| Sharon Levine | Director |
| Tangerine M Brigham | Director |
| Jim Lott | Secretary |
| Laura Hogan | Treasurer |
| Line Item | Amount |
|---|---|
| Salaries, Compensation, and Employee Benefits | $766,134 |
| Other Expenses | $315,653 |
| Total Fundraising Expense | $115,953 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Other Salaries and Wages | $347,896 | $42,558 | $74,290 | $464,744 |
| Current Officers, Directors, Trustees, and Key Employees | $119,451 | $31,854 | $7,963 | $159,268 |
| Other Employee Benefits | $72,417 | $11,530 | $12,746 | $96,693 |
| Occupancy | $37,613 | $5,989 | $6,620 | $50,222 |
| Payroll Taxes | $34,024 | $5,417 | $5,988 | $45,429 |
| All Other Expenses | $31,040 | $1,658 | $1,832 | $34,530 |
| Fees for Services Other | $23,403 | - | - | $23,403 |
| Fees for Services Accounting | $11,329 | $4,113 | $4,546 | $19,988 |
| Other Expenses | $13,024 | $46 | $51 | $13,121 |
| Office Expenses | $8,279 | $1,108 | $948 | $10,335 |
| Travel | $9,224 | $378 | $417 | $10,019 |
| Insurance | $3,140 | $1,877 | $552 | $5,569 |
| Total Functional Expenses | $859,306 | $106,528 | $115,953 | $1,081,787 |
| Line Item | Amount |
|---|---|
| Total Expenses per Audited Statements | $1,094,287 |
| Expenses per Audited Statements | $1,081,787 |
| Total Expenses per Form 990 | $1,081,787 |
| Expenses Not Reported on Form 990 | $12,500 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Line Item | Beginning | End | Change |
|---|---|---|---|
| Receivables from Disqualified Persons | - | $0 | - |
| Receivables from Officers, Directors, Trustees, and Key Employees | - | $0 | - |
| Liability | Amount |
|---|---|
| Employee Benefits Payable | $16,546 |
“Draft form 990 provided to board members via email for review and comment prior to filing.”
“According to ITUP's bylaws, no Director or Officer of ITUP shall be interested, directly or indirectly, in any contract or any other transaction with the entity unless such interests are disclosed in good faith and noted in ITUP's minutes, or such contract is authorized in good faith by a majority of the Board excluding the interested Directors.”
“ITUP's Executive Committee reviews the compensation of the Executive Director and any other employees as the committee deems appropriate. Based on its review which includes consideration of comparable salaries at other non-profits, the committee recommends just and reasonable compensation to the Board.”
“Form 990 available on Guidestar.org or by written request to the organization.”
“Organization's governing documents and financial statements are available by written request to the organization.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
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| IRS990/OtherInd | 0 | X |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 42284 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 16546 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 900099 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | Expense Reimbursement |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | 930 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 930 |
| IRS990/OtherRevenueTotalAmt | 0 | 930 |
| IRS990/OtherSalariesAndWagesGrp/FundraisingAmt | 0 | 74290 |
| IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt | 0 | 42558 |
| IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt | 0 | 347896 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 464744 |
| IRS990/OtherWebsiteInd | 0 | X |
| IRS990/OthNotesLoansReceivableNetGrp/EOYAmt | 0 | 0 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PaymentsToAffiliatesGrp/TotalAmt | 0 | 0 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | false |
| IRS990/PayrollTaxesGrp/FundraisingAmt | 0 | 5988 |
| IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt | 0 | 5417 |
| IRS990/PayrollTaxesGrp/ProgramServicesAmt | 0 | 34024 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 45429 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 0 |
| IRS990/PledgesAndGrantsReceivableGrp/BOYAmt | 0 | 7500 |
| IRS990/PledgesAndGrantsReceivableGrp/EOYAmt | 0 | 87500 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 10717 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 12530 |
| IRS990/PrincipalOfficerNm | 0 | Lucien Wulsin |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 900099 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | Conference Fees |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 118503 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 118503 |
| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | ITUP facilitates nine regional working groups and four statewide issue working groups on topics affecting the state. |
| IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt | 0 | 35788 |
| IRS990/ProgSrvcAccomActy3Grp/Desc | 0 | ITUP conducts research on the uninsured, producing reports and data on health care, insurance coverage, and health reform. ITUP offers technical assistance and consulting services to clinics, counties, health plans, and other interested parties. |
| IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt | 0 | 15709 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYContributionsGrantsAmt | 0 | 1270500 |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt | 0 | 0 |
| IRS990/PYOtherExpensesAmt | 0 | 298447 |
| IRS990/PYOtherRevenueAmt | 0 | 635 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 85371 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 313144 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 744915 |
| IRS990/PYTotalExpensesAmt | 0 | 1043362 |
| IRS990/PYTotalRevenueAmt | 0 | 1356506 |
| IRS990/QuidProQuoContributionsInd | 0 | false |
| IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt | 0 | 0 |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | false |
| IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -458854 |
| IRS990/RegularMonitoringEnfrcInd | 0 | true |
| IRS990/RelatedEntityInd | 0 | false |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | false |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | true |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RoyaltiesGrp/TotalAmt | 0 | 0 |
| IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 0 |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 503500 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 1270500 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 474461 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 1965211 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 60000 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 4273672 |
| IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt | 0 | 930 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 635 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 211 |
| IRS990ScheduleA/OtherIncome509Grp/TotalAmt | 0 | 1776 |
| IRS990ScheduleA/Post1975UBTIGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.99960 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 4273672 |
| IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 503500 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 1270500 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 474461 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 1965211 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 60000 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 4273672 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 504430 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 1271135 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 474461 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 1965211 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 60211 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 4275448 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990/ScheduleBRequiredInd | 0 | true |
| IRS990ScheduleD/DonatedServicesUseFcltsAmt | 0 | 12500 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 12500 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 1081787 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 16546 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | Employee Benefits Payable |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 622933 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 1081787 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 16546 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 622933 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 622933 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 1094287 |
| IRS990ScheduleJ/AnyNonFixedPaymentsInd | 0 | false |
| IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd | 0 | false |
| IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd | 0 | false |
| IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd | 0 | false |
| IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd | 0 | false |
| IRS990ScheduleJ/EquityBasedCompArrngmInd | 0 | false |
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Displayed year
2015 • Form 990Detailed filing. Detailed filing data is available for this year.