Civic Intelligence

Families in Schools

990 • Fiscal year 2017 • EIN 95-4818894

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 13, 2017

1545 Wilshire Boulevard No 700Los Angeles, CA 90017

(213) 201-3900

Siviq Scores

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

Liabilities / Assets

41st percentile

0.05x

Higher debt load relative to assets than 41% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

33rd percentile

0.04x

Higher debt load relative to revenue than 33% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

41st percentile

0.3%

Higher net margin than 41% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

75th percentile

$115,592

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 5.1% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

44th percentile

1.4%

Faster asset growth than 44% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

60th percentile

8.9%

Faster revenue growth than 60% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$1,778,633

Up $23,704 (+1.4%) from 2016

Net Assets

Up

$1,695,715

Up $9,752 (+0.6%) from 2016

Liabilities

Up

$82,918

Up $13,952 (+20%) from 2016

Revenue

Up

$2,264,061

Up $185,582 (+8.9%) from 2016

Expenses

Up

$2,256,340

Up $219,399 (+11%) from 2016

Net Income

Down

$7,721

Down $33,817 (-81%) from 2016

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $7,194,195Liabilities 2012: $49,548Net Assets 2012: $7,144,6472012Assets 2013: $5,375,836Liabilities 2013: $40,342Net Assets 2013: $5,335,4942013Assets 2014: $3,081,361Liabilities 2014: $67,990Net Assets 2014: $3,013,3712014Assets 2015: $1,734,982Liabilities 2015: $75,856Net Assets 2015: $1,659,1262015Assets 2016: $1,754,929Liabilities 2016: $68,966Net Assets 2016: $1,685,9632016Assets 2017: $1,778,633Liabilities 2017: $82,918Net Assets 2017: $1,695,7152017Assets 2018: $2,285,122Liabilities 2018: $233,097Net Assets 2018: $2,052,0252018Assets 2019: $2,880,341Liabilities 2019: $357,521Net Assets 2019: $2,522,8202019Assets 2020: $3,199,677Liabilities 2020: $470,721Net Assets 2020: $2,728,9562020Assets 2021: $3,332,073Liabilities 2021: $521,560Net Assets 2021: $2,810,5132021Assets 2022: $2,272,887Liabilities 2022: $96,654Net Assets 2022: $2,176,2332022Assets 2023: $2,568,725Liabilities 2023: $253,547Net Assets 2023: $2,315,1782023Assets 2024: $4,031,293Liabilities 2024: $213,962Net Assets 2024: $3,817,3312024

Highlighted filing

2017

Assets$1,778,633
Liabilities$82,918
Net Assets$1,695,715

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2012: $7,542,062Expenses 2012: $4,462,247Net Income 2012: $3,079,8152012Revenue 2013: $3,132,693Expenses 2013: $4,953,176Net Income 2013: -$1,820,4832013Revenue 2014: $2,572,487Expenses 2014: $4,914,983Net Income 2014: -$2,342,4962014Revenue 2015: $1,663,453Expenses 2015: $3,001,125Net Income 2015: -$1,337,6722015Revenue 2016: $2,078,479Expenses 2016: $2,036,941Net Income 2016: $41,5382016Revenue 2017: $2,264,061Expenses 2017: $2,256,340Net Income 2017: $7,7212017Revenue 2018: $2,875,077Expenses 2018: $2,525,591Net Income 2018: $349,4862018Revenue 2019: $3,491,765Expenses 2019: $3,033,502Net Income 2019: $458,2632019Revenue 2020: $3,211,236Expenses 2020: $2,989,962Net Income 2020: $221,2742020Revenue 2021: $1,831,548Expenses 2021: $1,782,139Net Income 2021: $49,4092021Revenue 2022: $1,509,220Expenses 2022: $2,128,310Net Income 2022: -$619,0902022Revenue 2023: $1,337,639Expenses 2023: $1,217,701Net Income 2023: $119,9382023Revenue 2024: $3,381,980Expenses 2024: $1,892,605Net Income 2024: $1,489,3752024

Highlighted filing

2017

Revenue$2,264,061
Expenses$2,256,340
Net Income$7,721
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 13, 2017
Return Version
2016v3.0
Gross Receipts
$2,327,490
Mission and Program Overview

Mission

To ensure student success by building authentic partnerships between families, educators, and system leaders, and through parent-led advocacy.

To involve parents and communities in their children's education to achieve lifelong student success.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$421,159$476,396▲ $55,237
Savings and Temporary Cash Investments$952,835$468,413▼ $484,422
Cash and Non-Interest-Bearing Accounts-$340,579-
Pledges and Grants Receivable$198,000$309,250▲ $111,250
Investments Other Securities$82,716$88,245▲ $5,529
Investments in Publicly Traded Securities$89,250$80,784▼ $8,466
Land, Buildings, and Equipment, Net$1,944$5,941▲ $3,997
Total Assets$1,754,929$1,778,633▲ $23,704
Other Assets Total$9,025$9,025→ $0
Liabilities
Accounts Payable and Accrued Expenses$68,966$82,918▲ $13,952
Total Liabilities$68,966$82,918▲ $13,952
Net Assets / Fund Balance
Unrestricted Net Assets$969,931$1,183,461▲ $213,530
Temporarily Rstr Net Assets$716,032$512,254▼ $203,778
Total Net Assets Fund Balance$1,685,963$1,695,715▲ $9,752
Total Liabilities and Net Assets / Fund Balance$1,754,929$1,778,633▲ $23,704

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,941$62,039$67,980
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Oscar CruzPresident/CEOFT$114,392$1,200$115,592
Sheila MixDirector of Finance & Admin.FT$80,252$720$80,972
Carolina HernandezDirector of Programs (thru Aug 2016)FT$48,770$600$49,370

Board Members and Trustees

NameTitle
Shamya UllahBoard Chair
Dr Evangelina StockwellBoard Secretary
Karla SalazarBoard Treasurer
Arun K RamanathanDirector
Dr Darline P RoblesDirector
Maryann Reyes JackmonDirector
Virgil RobertsDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$804,548
Program Service Revenue
$1,462,559
Investment Income
$5,627
Other Revenue
$-8,673
All Other Contributions
$804,548
Change in Net Assets
$7,721

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,327,490
Revenue Not Reported on Financial Statements
$-63,429
Revenue Not Reported on Form 990
$2,031
Other Revenue Adjustments
$-63,429
Total Revenue per Audited Statements
$2,329,521
Total Revenue per Form 990
$2,264,061
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,194,700
Other Expenses$1,061,640
Total Fundraising Expense$95,726
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$670,543$89,824$37,188$797,555
Fees for Services Other$456,574$12,371-$468,945
Current Officers, Directors, Trustees, and Key Employees$153,940$42,175$14,761$210,876
Occupancy$141,015$14,021-$155,036
Office Expenses$98,249$6,574$15,197$120,020
Conferences and Meetings$101,536$2,279-$103,815
Other Employee Benefits$60,894$23,123$10,697$94,714
Payroll Taxes$62,879$20,472$8,204$91,555
Travel$87,140$3,496$913$91,549
Insurance$14,024$1,312$1,670$17,006
All Other Expenses$4,517$517$148$5,182
Other Expenses$3,991$280$748$5,019
Depreciation Depletion$1,199$221$158$1,578
Information Technology$1,161$187$72$1,420
Total Functional Expenses$1,935,404$225,210$95,726$2,256,340

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,319,769
Expenses per Audited Statements$2,256,340
Total Expenses per Form 990$2,256,340
Expenses Not Reported on Form 990$63,429
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$63,429
Fundraising Gross Income$43,595
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Alliance Conference$43,595$43,595$40,647$2,948
Total Events$43,595$43,595$63,429$-19,834
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
Audit committee
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

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

The form 990 is carefully reviewed by the president and treasurer, then presented to the finance committee and the full board prior to filing.

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

The conflict of interest policy is reviewed and signed, annually, by each board member. Each employee also signs an acknowledgement of the policy at hiring and on an annual basis. All conflicts are expected to be disclosed. Any director or employee with a conflict is expected to abstain from discussion and voting on that issue.

Form 990, Part VI, Section B, Line 15

Compensation is based on performance. The financial status of the organization is compared with other organizations of comparable size. The personnel budget is approved by the full board annually.

Form 990, Part VI, Section C, Line 19

The governing documents, conflict of interest policy and financial statements are available upon written request.

Filing and Contact Details

Filer

Filer Name
Families in Schools
EIN
95-4818894
Phone
2132013900
Address
1545 WILSHIRE BOULEVARD NO 700, LOS ANGELES, CA 90017

Signing Officer

Name
Oscar Cruz
Title
President & CEO
Phone
2132013900
Signed
2017-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Oscar Cruz
Formed
2000
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
14
Volunteers
50

Preparer

Firm
Windes Inc
Address
PO BOX 87, LONG BEACH, CA 90801-0087
Preparer
Donita M Joseph
Phone
5624351191
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Professional services: program service expenses 62,234. Management and general expenses 9,557. Fundraising expenses 0. Total expenses 71,791. Program consultants: program service expenses 388,860. Management and general expenses 2,086. Fundraising expenses 0. Total expenses 390,946. Stipends: program service expenses 5,480. Management and general expenses 728. Fundraising expenses 0. Total expenses 6,208.

Financial Statement Notes

PART X, LINE 2:

The organization recognizes the financial statement benefit of tax positions, such as the filing status of tax-exempt, only after determining that the relevant tax authority would more likely than not sustain the position following an audit. The organization is subject to potential income tax audits on open tax years by any taxing jurisdiction in which it operates. The statute of limitations for federal and california purposes is generally three and four years, respectively.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Special event expense -63,429.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Special event expense 63,429.

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IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt014021
IRS990/OccupancyGrp/ProgramServicesAmt0141015
IRS990/OccupancyGrp/TotalAmt0155036
IRS990/OfficeExpensesGrp/FundraisingAmt015197
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06574
IRS990/OfficeExpensesGrp/ProgramServicesAmt098249
IRS990/OfficeExpensesGrp/TotalAmt0120020
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt09025
IRS990/OtherAssetsTotalGrp/EOYAmt09025
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt010697
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt023123
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt060894
IRS990/OtherEmployeeBenefitsGrp/TotalAmt094714
IRS990/OtherExpensesGrp/Desc0BANK AND PAYROLL FEES
IRS990/OtherExpensesGrp/Desc1INSTRUCTION MATERIALS
IRS990/OtherExpensesGrp/Desc2EQUIPMENT RENTAL
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/FundraisingAmt04063
IRS990/OtherExpensesGrp/FundraisingAmt11907
IRS990/OtherExpensesGrp/FundraisingAmt2748
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05689
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12669
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2280
IRS990/OtherExpensesGrp/ProgramServicesAmt030883
IRS990/OtherExpensesGrp/ProgramServicesAmt132370
IRS990/OtherExpensesGrp/ProgramServicesAmt214489
IRS990/OtherExpensesGrp/ProgramServicesAmt33991
IRS990/OtherExpensesGrp/TotalAmt040635
IRS990/OtherExpensesGrp/TotalAmt132370
IRS990/OtherExpensesGrp/TotalAmt219065
IRS990/OtherExpensesGrp/TotalAmt35019
IRS990/OtherInd0X
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt011161
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt011161
IRS990/OtherRevenueTotalAmt011161
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt037188
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt089824
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0670543
IRS990/OtherSalariesAndWagesGrp/TotalAmt0797555
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt08204
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt020472
IRS990/PayrollTaxesGrp/ProgramServicesAmt062879
IRS990/PayrollTaxesGrp/TotalAmt091555
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0198000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0309250
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0OSCAR CRUZ
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01462559
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01462559
IRS990/ProgSrvcAccomActy2Grp/Desc0ADVOCACY - FAMILIES IN SCHOOLS LEADS AND PARTICIPATES IN ADVOCACY CAMPAIGNS THAT AIM TO STREGTHEN PARENT ENGAGEMENT POLICIES AND PRACTICES BOTH LOCALLY AND STATEWIDE. IN ADDITION, IT ALSO LEADS OUTREACH AND AWARENESS EFFORTS TO HELP INFORM FAMILIES OF CRITICAL ISSUES AND POLICIES AFFECTING THEIR CHILDREN'S EDUCATION.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0150034
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0978948
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0114000
IRS990/PYInvestmentIncomeAmt04664
IRS990/PYOtherExpensesAmt0875250
IRS990/PYOtherRevenueAmt084533
IRS990/PYProgramServiceRevenueAmt01010334
IRS990/PYRevenuesLessExpensesAmt041538
IRS990/PYSalariesCompEmpBnftPaidAmt01047691
IRS990/PYTotalExpensesAmt02036941
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02078479
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt07721
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01462559
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0952835
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0468413
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0804548
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0978948
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01044304
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01693311
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01588546
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt06109657
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt05627
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt04664
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt08953
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt015775
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt013490
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt048509
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01462559
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt054756
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt084533
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0139289
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.85720
IRS990ScheduleA/PublicSupportPY170Pct00.53150
IRS990ScheduleA/PublicSupportTotal170Amt05398433
IRS990ScheduleA/SubstantialContributorsTotAmt0711224
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0804548
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0978948
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01044304
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01693311
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01588546
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt06109657
IRS990ScheduleA/TotalSupportAmt06297455
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt05941
IRS990ScheduleD/EquipmentGrp/DepreciationAmt062039
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt067980
IRS990ScheduleD/ExpensesNotReportedAmt063429
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02256340
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02031
IRS990ScheduleD/OtherExpensesIncludedAmt063429
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-63429
IRS990ScheduleD/RevenueNotReportedAmt02031
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-63429
IRS990ScheduleD/RevenueSubtotalAmt02327490
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION RECOGNIZES THE FINANCIAL STATEMENT BENEFIT OF TAX POSITIONS, SUCH AS THE FILING STATUS OF TAX-EXEMPT, ONLY AFTER DETERMINING THAT THE RELEVANT TAX AUTHORITY WOULD MORE LIKELY THAN NOT SUSTAIN THE POSITION FOLLOWING AN AUDIT. THE ORGANIZATION IS SUBJECT TO POTENTIAL INCOME TAX AUDITS ON OPEN TAX YEARS BY ANY TAXING JURISDICTION IN WHICH IT OPERATES. THE STATUTE OF LIMITATIONS FOR FEDERAL AND CALIFORNIA PURPOSES IS GENERALLY THREE AND FOUR YEARS, RESPECTIVELY.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1SPECIAL EVENT EXPENSE -63,429.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2SPECIAL EVENT EXPENSE 63,429.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05941
IRS990ScheduleD/TotalExpensesPerForm990Amt02256340
IRS990ScheduleD/TotalRevenuePerForm990Amt02264061
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02329521
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02319769
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt063429
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ALLIANCE CONFERENCE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt043595
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt043595
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt043595
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt043595
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-19834
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt040647
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt040647
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt022782
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt022782
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS CAREFULLY REVIEWED BY THE PRESIDENT AND TREASURER, THEN PRESENTED TO THE FINANCE COMMITTEE AND THE FULL BOARD PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CONFLICT OF INTEREST POLICY IS REVIEWED AND SIGNED, ANNUALLY, BY EACH BOARD MEMBER. EACH EMPLOYEE ALSO SIGNS AN ACKNOWLEDGEMENT OF THE POLICY AT HIRING AND ON AN ANNUAL BASIS. ALL CONFLICTS ARE EXPECTED TO BE DISCLOSED. ANY DIRECTOR OR EMPLOYEE WITH A CONFLICT IS EXPECTED TO ABSTAIN FROM DISCUSSION AND VOTING ON THAT ISSUE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION IS BASED ON PERFORMANCE. THE FINANCIAL STATUS OF THE ORGANIZATION IS COMPARED WITH OTHER ORGANIZATIONS OF COMPARABLE SIZE. THE PERSONNEL BUDGET IS APPROVED BY THE FULL BOARD ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 62,234. MANAGEMENT AND GENERAL EXPENSES 9,557. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 71,791. PROGRAM CONSULTANTS: PROGRAM SERVICE EXPENSES 388,860. MANAGEMENT AND GENERAL EXPENSES 2,086. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 390,946. STIPENDS: PROGRAM SERVICE EXPENSES 5,480. MANAGEMENT AND GENERAL EXPENSES 728. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,208.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.03$0.21$3.82$3.38$1.89$1.49
2023Summary only. Only limited summary data is available for this year.$2.57$0.25$2.32$1.34$1.22$0.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.27$0.10$2.18$1.51$2.13$0.62
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.33$0.52$2.81$1.83$1.78$0.05
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.20$0.47$2.73$3.21$2.99$0.22
2019Summary only. Only limited summary data is available for this year.$2.88$0.36$2.52$3.49$3.03$0.46
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.29$0.23$2.05$2.88$2.53$0.35
2017Detailed filing. Detailed filing data is available for this year.$1.78$0.08$1.70$2.26$2.26$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.75$0.07$1.69$2.08$2.04$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.73$0.08$1.66$1.66$3.00$1.34
2014Summary only. Only limited summary data is available for this year.$3.08$0.07$3.01$2.57$4.91$2.34
2013Summary only. Only limited summary data is available for this year.$5.38$0.04$5.34$3.13$4.95$1.82
2012Summary only. Only limited summary data is available for this year.$7.19$0.05$7.14$7.54$4.46$3.08
Peer Organizations

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