Civic Intelligence

Dolores C Huerta Foundation

990 • Fiscal year 2014 • EIN 91-2145992

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 12, 2015

P O Box 2087Bakersfield, CA 93303

(661) 322-3033

Siviq Scores

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

Liabilities / Assets

86th percentile

0.63x

Higher debt load relative to assets than 86% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

78th percentile

0.30x

Higher debt load relative to revenue than 78% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

50th percentile

3.2%

Higher net margin than 50% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

62nd percentile

$44,338

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 5.6% of source-year revenue.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

82nd percentile

26%

Faster asset growth than 82% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

61st percentile

10%

Faster revenue growth than 61% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Assets

Up

$371,406

Up $77,632 (+26%) from 2013

Net Assets

Up

$136,018

Up $25,224 (+23%) from 2013

Liabilities

Up

$235,388

Up $52,408 (+29%) from 2013

Revenue

Up

$792,395

Up $72,535 (+10%) from 2013

Expenses

Up

$767,171

Up $66,941 (+9.6%) from 2013

Net Income

Up

$25,224

Up $5,594 (+28%) from 2013

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2010: $67,754Liabilities 2010: $21,973Net Assets 2010: $45,7812010Assets 2011: $189,379Liabilities 2011: $34,640Net Assets 2011: $154,7392011Assets 2012: $106,618Liabilities 2012: $15,454Net Assets 2012: $91,1642012Assets 2013: $293,774Liabilities 2013: $182,980Net Assets 2013: $110,7942013Assets 2014: $371,406Liabilities 2014: $235,388Net Assets 2014: $136,0182014Assets 2015: $492,368Liabilities 2015: $265,618Net Assets 2015: $226,7502015Assets 2016: $499,764Liabilities 2016: $266,863Net Assets 2016: $232,9012016Assets 2017: $887,144Liabilities 2017: $409,098Net Assets 2017: $478,0462017Assets 2018: $1,737,357Liabilities 2018: $1,009,874Net Assets 2018: $727,4832018Assets 2019: $1,305,123Liabilities 2019: $256,268Net Assets 2019: $1,048,8552019Assets 2020: $2,913,956Liabilities 2020: $487,219Net Assets 2020: $2,426,7372020Assets 2021: $20,057,715Liabilities 2021: $16,477,956Net Assets 2021: $3,579,7592021Assets 2022: $24,433,449Liabilities 2022: $16,275,075Net Assets 2022: $8,158,3742022Assets 2023: $25,988,797Liabilities 2023: $15,651,841Net Assets 2023: $10,336,9562023Assets 2024: $31,419,379Liabilities 2024: $22,339,082Net Assets 2024: $9,080,2972024

Highlighted filing

2014

Assets$371,406
Liabilities$235,388
Net Assets$136,018

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2010: $782,112Expenses 2010: $1,022,972Net Income 2010: -$240,8602010Revenue 2011: $767,507Expenses 2011: $658,549Net Income 2011: $108,9582011Revenue 2012: $651,718Expenses 2012: $715,293Net Income 2012: -$63,5752012Revenue 2013: $719,860Expenses 2013: $700,230Net Income 2013: $19,6302013Revenue 2014: $792,395Expenses 2014: $767,171Net Income 2014: $25,2242014Revenue 2015: $866,355Expenses 2015: $775,623Net Income 2015: $90,7322015Revenue 2016: $1,427,607Expenses 2016: $1,421,456Net Income 2016: $6,1512016Revenue 2017: $1,586,958Expenses 2017: $1,341,813Net Income 2017: $245,1452017Revenue 2018: $2,076,854Expenses 2018: $1,827,417Net Income 2018: $249,4372018Revenue 2019: $2,919,339Expenses 2019: $2,597,967Net Income 2019: $321,3722019Revenue 2020: $5,641,627Expenses 2020: $4,455,673Net Income 2020: $1,185,9542020Revenue 2021: $6,823,664Expenses 2021: $5,670,642Net Income 2021: $1,153,0222021Revenue 2022: $12,680,148Expenses 2022: $8,101,533Net Income 2022: $4,578,6152022Revenue 2023: $9,709,779Expenses 2023: $7,531,197Net Income 2023: $2,178,5822023Revenue 2024: $6,180,703Expenses 2024: $7,437,362Net Income 2024: -$1,256,6592024

Highlighted filing

2014

Revenue$792,395
Expenses$767,171
Net Income$25,224
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 12, 2015
Return Version
2014v5.0
Gross Receipts
$792,395
Mission and Program Overview

Mission

Dhf mission is to inspire and organize communities to build volunteer organizations empowered to pursue social justice.

Creating a network of healthy, organized communities pursuing social justice through systemic and structural transformation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$287,675$317,471▲ $29,796
Accounts Receivable-$37,500-
Land, Buildings, and Equipment, Net$2,194$12,657▲ $10,463
Prepaid Expenses and Deferred Charges$3,905$3,778▼ $127
Total Assets$293,774$371,406▲ $77,632
Liabilities
Deferred Revenue$163,189$221,969▲ $58,780
Other Liabilities$14,759$8,125▼ $6,634
Accounts Payable and Accrued Expenses$5,032$5,294▲ $262
Total Liabilities$182,980$235,388▲ $52,408
Net Assets / Fund Balance
Unrestricted Net Assets$110,794$136,018▲ $25,224
Total Net Assets Fund Balance$110,794$136,018▲ $25,224
Total Liabilities and Net Assets / Fund Balance$293,774$371,406▲ $77,632

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$12,657$12,076$24,733
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Camila ChavezExecutive DirectorFT$44,338$44,338

Board Members and Trustees

NameTitle
Dolores HuertaPresident
Rev Deacon Sal AlvarezVice Chairman
Barbara CarrascoBoard Member
Dr Fidel HuertaBoard Member
Federico ChavezBoard Member
Jack BrighamBoard Member
Jamila Guerrero-cantorBoard Member
John X Fernandez JrBoard Member
Martin SheenBoard Member
Paul SchradeBoard Member
Angela Cabrera RnBoard Memeber
Cruz PhillipsExecutive Board Member
Alicia ArongTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$583,347
Program Service Revenue
$180,808
Investment Income
$688
Other Revenue
$27,552
All Other Contributions
$583,347
Change in Net Assets
$25,224
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$421,246
Other Expenses$345,925
Total Fundraising Expense$152,543
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$246,578$43,847$49,452$339,877
Occupancy$40,155$9,296$10,057$59,508
Travel$50,066$1,130$2,229$53,425
Other Employee Benefits$24,092$8,124$18,107$50,323
Fees for Services Accounting$41,186$3,037$212$44,435
Payroll Taxes$23,076$4,100$3,870$31,046
Other Expenses$9,383$149$5,111$14,643
Insurance$7,470$3,012$245$10,727
Office Expenses$5,569$275$106$5,950
Conferences and Meetings$2,081$721$843$3,645
Fees for Services Other-$1,662$138$1,800
All Other Expenses$822$345$596$1,763
Depreciation Depletion-$1,645-$1,645
Advertising$586--$586
Fees for Services Legal$527--$527
Total Functional Expenses$536,740$77,888$152,543$767,171
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$20,994
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dc Fundraise$32,793-$400-
Golf Tournam$31,795$5,095$7,820$-2,725
Total Events$285,646$22,994$152,543$-129,549
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Vacation$7,124
Credit Cards Payable$1,001
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 family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Officer directors etc family relationship Part VI line 2

All board members meet three qualifications to be independent voting members. Dolores huerta and alicia arong are sisters. Angela cabrera, fidel huerta, and camila chavez are siblings.john x fernandez jr. Is the nephew of dolores huerta. Freddy chavez and camila chavez are siblings.

Form 990 governing body review Part VI line 11

Draft copies of form 990 with all statements and related state reports are provided to the board and organization's attorney for review. Board members are given time to review, inquire and resolve any questions and reply with approval prior to filing

Conflict of interest policy compliance Part VI line 12C

The conflict of interest policy is provided to all employees as part of the employee hand book and is maintained in the employee policy manual. A copy of the policy is also provided to the board members. The organization has instituted an annual questionaire for board members and employees to complete and sign to disclose any potential conflict of interest.

CEO executive director top management comp Part VI line 15A

The president is an unpaid position. Counsel assessed executive director's (the key employee) compensation; the board reviewed and discussed the compensation. All compensated staff are paid below fmv for comparable positions.

Other officer or key employee compensation Part VI line 15B

The president is an unpaid position. Counsel assessed executive director's (the key employee) compensation; the board reviewed and discussed the compensation. All compensated staff are paid below fmv for comparable positions.

Form 990 availability to public Part VI line 18

The organization's annual return is available by written request from the offices of the organization. It is also available online through the guidestar system.

Governing documents etc available to public Part VI line 19

The conflict of interest policy is provided to all employees as part of the employee hand book and is maintained in the employee policy manual. A copy of the policy is also provided to the board members. The organization has instituted an annual questionaire for board members and employees regarding to complete and sign to disclose any potential conflict of interest.

Filing and Contact Details

Filer

Filer Name
Dolores C Huerta Foundation
EIN
91-2145992
Address
P O Box 2087, Bakersfield, CA 93303

Signing Officer

Name
Camila Chavez
Title
Executive Direc
Signed
2015-11-12
Discuss with paid preparer
No

Organization Details

Principal Officer
Camila Chavez
Formed
2002
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
15

Preparer

Firm
WYS Accounting Inc
Address
3150 Panama Lane Suite J, Bakersfield, CA 93313
Preparer
Wendy Yuan-Sway
Phone
6613977967
Supplemental Narrative

Additional Explanations

General explanation attachment

SCHEDULE B POLICIES ITEM 13 WHISTLEBLOWERTHE ORGANIZATION HAS A WHISTLEBLOWER POLICY POSTED IN AREA ACCESSIBLE AND COMMONLY USED BY ALL THE EMPLOYEES AND INCLUDED IN THE EMPLOYEE HAND BOOK.SCHEDULE B POLICY- RECORD RETENTIONTHE ORGANIZATION HAS A POLICY ON RECORD RETENTION IN ITS POLICY AND PROCEDURES. THE BOARD PERIODICALLY REVIEWS AND UPDATES ITS POLICY AS NEEDED. Form 990 Part I Organization's missionThe Dolores Huerta Foundations mission is to create a network of healthy organized communities pursuing social justice through systemic and structural transformation.The Dolores Huerta Foundation continues to weave movementS together on the State, National and International levels to encourage civic participation of everyday people through grassroots organizing, lectures and training on issues of labor, public education, health care reform, reproductive justice, youth, LGBTQ and immigrants. The DHF also works towards policy and systems changes in Kern and Tulare Counties through the Vecinos Unidos (United Neighbors) Grassroots organizing project.

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IRS990/Desc0California EndowmentPlease see a complete exempt purpose achievements on the attached schedule OThe Dolores Huerta Foundation (DHF) continues to be recognized as the go to organization in regards to educational issues in Kern County. We recently joined two statewide coalitions that are addressing the School to Prison pipeline. We have strengthened and expanded our parent leadership training on education issues. DHF continues to lead Kern Education Justice Collaborative (KEJC) to advocate for alternative discipline policies and practices to address the issue of the high number of suspensions and expulsions in the Kern High School District, the largest School District in the State. We have expanded collaborative partnerships, and collectively, have increased community awareness on educational issues in our region. (to be continued on attachment)
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IRS990/ProgSrvcAccomActy2Grp/Desc0Other ProgramsPlease see schedule O attachment
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IRS990/ProgSrvcAccomActy3Grp/Desc0California CallsOctober 7th November 4th, 2014- In partnership with California Calls, DHF implemented a four week campaign to support Prop. 47, The Safe Neighborhoods and Schools Act. DHF hired 10 phone bankers who contacted 9,433 voters, we identified 5,844 supportive voters, recruited 107 volunteers to walk precincts in South Kern and Bakersfield and 20 volunteers on E-Day who worked at polling places. We also collected 199 e-mail addresses and 281 cell phone numbers from voters during the phone bank.Voters in Arvin approved an Education Bond for school infrastructure improvements.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0Families in SchoolDHF hosted the bi-annual Parent and Student Convention in Arvin and Lamont with a back to school theme with approximately 120 participants at each convention. Highlights of the conventions included parent engagement in school site councils and other school committees, LCAP, and the new common core.DHF began a series of trainings for parents in Lamont. Training sessions included topics such as: Parent engagement, Parent/teacher conferences, Path to College, Implementation of Positive Behavior Intervention & Supports-PBIS, Williams Complaint, Migrant Program, ELLs and reclassification process. A cohort of 20 parents completed the bimonthly trainings held from August through December 2014.
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$31.4$22.3$9.08$6.18$7.44$1.26
2023Detailed filing. Detailed filing data is available for this year.$26.0$15.7$10.3$9.71$7.53$2.18
2022Detailed filing. Detailed filing data is available for this year.$24.4$16.3$8.16$12.7$8.10$4.58
2021Detailed filing. Detailed filing data is available for this year.$20.1$16.5$3.58$6.82$5.67$1.15
2020Detailed filing. Detailed filing data is available for this year.$2.91$0.49$2.43$5.64$4.46$1.19
2019Detailed filing. Detailed filing data is available for this year.$1.31$0.26$1.05$2.92$2.60$0.32
2018Detailed filing. Detailed filing data is available for this year.$1.74$1.01$0.73$2.08$1.83$0.25
2017Detailed filing. Detailed filing data is available for this year.$0.89$0.41$0.48$1.59$1.34$0.25
2016Detailed filing. Detailed filing data is available for this year.$0.50$0.27$0.23$1.43$1.42$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.49$0.27$0.23$0.87$0.78$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.37$0.24$0.14$0.79$0.77$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.29$0.18$0.11$0.72$0.70$0.02
2012Summary only. Only limited summary data is available for this year.$0.11$0.02$0.09$0.65$0.72$0.06
2011Summary only. Only limited summary data is available for this year.$0.19$0.03$0.15$0.77$0.66$0.11
2010Summary only. Only limited summary data is available for this year.$0.07$0.02$0.05$0.78$1.02$0.24