Civic Intelligence

Fuerza Educational Coalition

990 • Fiscal year 2020 • EIN 83-3036778

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 28, 2021

7750 Pardee Lane No 110Oakland, CA 94621

(510) 632-4242

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

62nd percentile

14%

Higher net margin than 62% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

85th percentile

77%

Faster asset growth than 85% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

98th percentile

346%

Faster revenue growth than 98% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$93,289

Up $40,633 (+77%) from 2019

Net Assets

Up

$93,289

Up $40,633 (+77%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$298,750

Up $231,829 (+346%) from 2019

Expenses

Up

$258,117

Up $243,852 (+1709%) from 2019

Net Income

Down

$40,633

Down $12,023 (-23%) from 2019

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2019: $52,656Liabilities 2019: $0Net Assets 2019: $52,6562019Assets 2020: $93,289Liabilities 2020: $0Net Assets 2020: $93,2892020Assets 2021: $115,859Liabilities 2021: $0Net Assets 2021: $115,8592021Assets 2022: $144,085Liabilities 2022: $9,591Net Assets 2022: $134,4942022Assets 2023: $169,342Liabilities 2023: $1,150Net Assets 2023: $168,1922023Assets 2024: $257,440Liabilities 2024: $44,381Net Assets 2024: $213,0592024

Highlighted filing

2020

Assets$93,289
Liabilities$0
Net Assets$93,289

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0Revenue 2019: $66,921Expenses 2019: $14,265Net Income 2019: $52,6562019Revenue 2020: $298,750Expenses 2020: $258,117Net Income 2020: $40,6332020Revenue 2021: $56,573Expenses 2021: $34,003Net Income 2021: $22,5702021Revenue 2022: $66,968Expenses 2022: $48,333Net Income 2022: $18,6352022Revenue 2023: $74,452Expenses 2023: $44,002Net Income 2023: $30,4502023Revenue 2024: $187,970Expenses 2024: $143,103Net Income 2024: $44,8672024

Highlighted filing

2020

Revenue$298,750
Expenses$258,117
Net Income$40,633
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 28, 2021
Return Version
2020v4.1
Gross Receipts
$321,629
Mission and Program Overview

Mission

To provide education and services to working families to build stronger communities and create civic engagement.

The primary objectives and purposes of this organization is to provide education and services to working families to build stronger communities and create civic engagement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments-$78,827-
Cash and Non-Interest-Bearing Accounts$52,656$14,462▼ $38,194
Total Assets$52,656$93,289▲ $40,633
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$52,656$78,827▲ $26,171
Net Assets With Donor Restrictions-$14,462-
Total Net Assets Fund Balance$52,656$93,289▲ $40,633
Total Liabilities and Net Assets / Fund Balance$52,656$93,289▲ $40,633
Compensation and Service Providers

Board Members and Trustees

NameTitle
Elizabeth Ortega-toroPresident
Richard ValleDirector
Steven PittsSecretary-treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$298,651
Program Service Revenue
$0
Investment Income
$99
Other Revenue
$0
All Other Contributions
$250,000
Change in Net Assets
$40,633
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$199,720
Other Expenses$58,397
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$126,771--$126,771
Grants to Domestic Individuals$72,949--$72,949
Fees for Services Other$30,000--$30,000
Occupancy-$11,097-$11,097
Fees for Services Accounting-$8,312-$8,312
Fees for Services Management$5,000--$5,000
Office Expenses$1,426$1,225-$2,651
Fees for Services Legal$669$668-$1,337
Total Functional Expenses$236,815$21,302$0$258,117
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
San Fransico Labor CouncilSan Francisco, CA501(c)(5)Hardship Assistance to Members During Pandemic$126,771
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$22,879
Fundraising Gross Income$22,879
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Unionist of the Year$71,530$22,879$10,119$12,760
Total Events$71,530$22,879$22,879$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

There is no committee with authority to act on behalf of the governing body.

Form 990, Part VI, Section B, Line 11B

A copy of the form 990 is distributed to each member of the governing body prior to filing with the irs. The organization's officers review the form 990, including required schedules, prior to filing with the irs.

Form 990, Part VI, Section B, Line 12C

The organization's conflict of interest policy applies to all directors, officers, and management employees with delegated powers who can influence the actions of the organization. At least annually, directors, officers, and management employees will disclose in writing any relationships or interests that could give rise to a conflict. Should a conflict of interest exist, such matter is reviewed and deliberated by the board or a committee thereof.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict-of-interest policy, and financial statements available upon request.

FORM 990, PART VI, SECTION B, LINE 12C:

The organization's conflict of interest policy applies to all director, officer, and management employee with delegated powers who can influence the actions of the organization. At least annually, directors, officers, and management employees will disclose in writing any relationships or interests that could give rise to a conflict. Should a conflict of interest exists, such matter is reviewed and deliberated by the board or a committee thereof.

Filing and Contact Details

Filer

Filer Name
Fuerza Educational Coalition
EIN
83-3036778
Phone
5106324242
Address
7750 PARDEE LANE NO 110, OAKLAND, CA 94621

Signing Officer

Name
Elizabeth Ortega-toro
Title
President
Phone
5105646074
Signed
2021-10-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Elizabeth Ortega-toro
Formed
2018
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Lindquist Llp
Address
5000 EXECUTIVE PARKWAY SUITE 400, SAN RAMON, CA 94583
Preparer
Jessica R Roster
Phone
9252779100
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Grant administrative fee: program service expenses 30,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 30,000.

Form 990, Part XII, Line 1

The organization's accounting method is modified cash basis.

FORM 990, SCHEDULE B, PART I:

The total contributions reported on schedule b, part i exceeds the amount reported on part vii, line h. Contributions reported on part viii, line h include contributions from fundraising events net of direct expenses, whereas schedule b reports these contributions at their gross amounts.

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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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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S OFFICERS REVIEW THE PURPOSE AND/OR MISSION OF POTENTIAL CONTRIBUTION RECIPIENTS PRIOR TO PAYMENT OF CONTRIBUTIONS TO VARIOUS DOMESTIC ORGANIZATIONS AND INDIVIDUALS, TO SUPPORT THEIR CIVIC AND CHARITABLE PROGRAMS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART I, LINE 2:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE IS NO COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE FORM 990 IS DISTRIBUTED TO EACH MEMBER OF THE GOVERNING BODY PRIOR TO FILING WITH THE IRS. THE ORGANIZATION'S OFFICERS REVIEW THE FORM 990, INCLUDING REQUIRED SCHEDULES, PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S CONFLICT OF INTEREST POLICY APPLIES TO ALL DIRECTORS, OFFICERS, AND MANAGEMENT EMPLOYEES WITH DELEGATED POWERS WHO CAN INFLUENCE THE ACTIONS OF THE ORGANIZATION. AT LEAST ANNUALLY, DIRECTORS, OFFICERS, AND MANAGEMENT EMPLOYEES WILL DISCLOSE IN WRITING ANY RELATIONSHIPS OR INTERESTS THAT COULD GIVE RISE TO A CONFLICT. SHOULD A CONFLICT OF INTEREST EXIST, SUCH MATTER IS REVIEWED AND DELIBERATED BY THE BOARD OR A COMMITTEE THEREOF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GRANT ADMINISTRATIVE FEE: PROGRAM SERVICE EXPENSES 30,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 30,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION'S ACCOUNTING METHOD IS MODIFIED CASH BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE TOTAL CONTRIBUTIONS REPORTED ON SCHEDULE B, PART I EXCEEDS THE AMOUNT REPORTED ON PART VII, LINE H. CONTRIBUTIONS REPORTED ON PART VIII, LINE H INCLUDE CONTRIBUTIONS FROM FUNDRAISING EVENTS NET OF DIRECT EXPENSES, WHEREAS SCHEDULE B REPORTS THESE CONTRIBUTIONS AT THEIR GROSS AMOUNTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE ORGANIZATION'S CONFLICT OF INTEREST POLICY APPLIES TO ALL DIRECTOR, OFFICER, AND MANAGEMENT EMPLOYEE WITH DELEGATED POWERS WHO CAN INFLUENCE THE ACTIONS OF THE ORGANIZATION. AT LEAST ANNUALLY, DIRECTORS, OFFICERS, AND MANAGEMENT EMPLOYEES WILL DISCLOSE IN WRITING ANY RELATIONSHIPS OR INTERESTS THAT COULD GIVE RISE TO A CONFLICT. SHOULD A CONFLICT OF INTEREST EXISTS, SUCH MATTER IS REVIEWED AND DELIBERATED BY THE BOARD OR A COMMITTEE THEREOF.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, SCHEDULE B, PART I:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART VI, SECTION B, LINE 12C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt052656
IRS990/TotalAssetsEOYAmt093289
IRS990/TotalAssetsGrp/BOYAmt052656
IRS990/TotalAssetsGrp/EOYAmt093289
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0298651
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt021302
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0236815
IRS990/TotalFunctionalExpensesGrp/TotalAmt0258117
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt052656
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt093289
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0236815
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt099
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0298750
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt052656
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt093289
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt07750 PARDEE LANE SUITE 110
IRS990/USAddress/CityNm0OAKLAND
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094621
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH ORTEGA-TORO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05105646074
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FUERZA EDUCATIONAL COALITION
ReturnHeader/Filer/BusinessNameControlTxt0FUER
ReturnHeader/Filer/EIN0833036778
ReturnHeader/Filer/PhoneNum05106324242
ReturnHeader/Filer/USAddress/AddressLine1Txt07750 PARDEE LANE NO 110
ReturnHeader/Filer/USAddress/CityNm0OAKLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094621
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0522385296
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LINDQUIST LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05000 EXECUTIVE PARKWAY SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN RAMON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094583
ReturnHeader/PreparerPersonGrp/PhoneNum09252779100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JESSICA R ROSTER
ReturnHeader/ReturnTs02021-10-28T09:37:25-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ELIZABETH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ORTEGA-TORO
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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