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← FAMILY GIVING TREE

Form 990 for tax year 2022

Filed by FAMILY GIVING TREE.

Totals

Total revenue
$5,320,415
Total expenses
$5,452,113
Contributions and grants received
$5,312,315
Grants paid
$2,619,138
Program service revenue
$0
Investment income
$7,927
Other revenue
$173
Total assets, end of year
$3,395,513
Total liabilities, end of year
$223,465
Net assets or fund balances, end of year
$3,172,048
Program services expenses (Part IX)
$4,450,096
Management and general expenses
$776,322
Fundraising expenses
$225,695
Program service expenses (Part III)
$4,450,096

Program services were 81.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $215,521

  • 1f · All other contributions, gifts and grants

    $5,096,794

  • 1g · Noncash contributions included above

    $1,602,599

  • 3 · Investment income

    total $7,927 · excluded $7,927

  • 11a · Other revenue: PRODUCT SALES

    total $173 · excluded $173

  • 11e · Other revenue, total

    $173

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,585,957 · program services $2,585,957

  • 2 · Grants to domestic individuals

    total $33,181 · program services $33,181

  • 5 · Compensation of officers, directors and key employees

    total $360,145 · program services $167,879 · management and general $170,162 · fundraising $22,104

  • 7 · Other salaries and wages

    total $1,337,784 · program services $944,799 · management and general $264,523 · fundraising $128,462

  • 8 · Pension plan contributions

    total $53,269 · program services $34,908 · management and general $13,637 · fundraising $4,724

  • 9 · Other employee benefits

    total $198,509 · program services $130,086 · management and general $50,820 · fundraising $17,603

  • 10 · Payroll taxes

    total $127,941 · program services $83,945 · management and general $32,683 · fundraising $11,313

  • 11a · Fees: management

    total $10,620 · program services $9,745 · management and general $875

  • 11b · Fees: legal

    total $6,267 · program services $2,567 · management and general $3,700

  • 11c · Fees: accounting

    total $32,200 · management and general $32,200

  • 11g · Fees: other

    total $62,358 · program services $11,828 · management and general $48,930 · fundraising $1,600

  • 12 · Advertising and promotion

    total $84,073 · program services $60,263 · management and general $18,464 · fundraising $5,346

  • 13 · Office expenses

    total $42,945 · program services $17,694 · management and general $22,042 · fundraising $3,209

  • 14 · Information technology

    total $157,829 · program services $79,437 · management and general $64,460 · fundraising $13,932

  • 16 · Occupancy

    total $57,188 · program services $39,676 · management and general $13,582 · fundraising $3,930

  • 17 · Travel

    total $27,805 · program services $19,259 · management and general $2,994 · fundraising $5,552

  • 22 · Depreciation, depletion and amortization

    total $35,535 · program services $23,287 · management and general $9,097 · fundraising $3,151

  • 23 · Insurance

    total $36,425 · program services $23,870 · management and general $9,325 · fundraising $3,230

  • 24a · Other expenses: SUPPLIES

    total $131,677 · program services $126,655 · management and general $4,942 · fundraising $80

  • 24b · Other expenses: BANK & MERCHANT FEES

    total $70,405 · program services $55,060 · management and general $13,886 · fundraising $1,459

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,238,043 · end of year $1,111,946

  • 2 · Savings and temporary cash investments

    beginning of year $953,146 · end of year $211,520

  • 3 · Pledges and grants receivable

    end of year $215,521

  • 9 · Prepaid expenses and deferred charges

    beginning of year $97,836 · end of year $112,849

  • 10a · Land, buildings and equipment: cost or other basis

    $514,295

  • 10b · Land, buildings and equipment: accumulated depreciation

    $395,001

  • 10c · Land, buildings and equipment, net

    beginning of year $148,215 · end of year $119,294

  • 11 · Investments: publicly traded securities

    end of year $1,004,816

  • 15 · Other assets

    beginning of year $4,850 · end of year $619,567

  • 17 · Accounts payable and accrued expenses

    beginning of year $142,561 · end of year $223,465

  • 27 · Net assets without donor restrictions

    beginning of year $3,279,529 · end of year $3,147,429

  • 28 · Net assets with donor restrictions

    beginning of year $20,000 · end of year $24,619

Mission and programs · 2022

Mission

BY INSPIRING COMMUNITY KINDNESS, GENEROSITY, AND VOLUNTEERISM. THE FAMILY GIVING TREE FULFILLS EXACT HOLIDAY WISHES AND PROVIDES BACKPACKS FILLED WITH STEAM-BASED SCHOOL SUPPLIES TO THOSE IN NEED.

Activities or mission (Part I)

FULFILL THE WISHES OF CHILDREN IN NEED WHILE INSPIRING PHILANTHROPY, KINDNESS, AND VOLUNTEERISM

  • SINCE ITS FOUNDING IN 1990, THE ORGANIZATION HAS HELD A BELIEF THAT NO ONE SHOULD FEEL FORGOTTEN DURING THE HOLIDAYS. DELIVERING A WISHED-FOR GIFT BRINGS JOY AND HOPE AND DELIVERS THE PRICELESS MESSAGE, "YOU MATTER. YOU HAVE VALUE." THE ORGANIZATION WORKS WITH NEARLY 300 SOCIAL SERVICES AGENCIES (HOMELESS SHELTERS, COMMUNITY CENTERS, REHABILITATION HOUSES, AND VARIOUS NON-PROFIT ORGANIZATIONS) AND SCHOOLS TO SUPPORT ITS HOLIDAY WISH DRIVE. THESE AGENCIES AND SCHOOLS SUPPLY THE ORGANIZATION WITH THE NAME AND TWO SPECIFIC WISHES OF THE CHILDREN AND INDIVIDUALS THEY SERVE YEAR-ROUND. A WISH CARD IS PRINTED FOR EACH CHILD OR INDIVIDUAL, DETAILING AGE, GENDER, FIRST NAME, AND THE SPECIFIC GIFT WISHES. THESE WISHES ARE THEN DISTRIBUTED TO MORE THAN 700 VOLUNTEER DRIVE LEADERS (INDIVIDUALS, SOCIAL GROUPS, AND BUSINESSES) WHO DISPLAY WISH CARDS - OFTEN ON HOLIDAY TREES - IN A PUBLIC AREA, SUCH AS A BUSINESS LOBBY. BY SELECTING A WISH CARD, AN INDIVIDUAL COMMITS TO PURCHASING A GIFT TO DONATE FOR THOSE MOST UNDERSERVED DURING THE HOLIDAYS.THE ORGANIZATION HOSTED APPROXIMATELY 2,000 VOLUNTEERS IN 50,000 SQUARE FEET OF DONATED WAREHOUSE SPACE IN DECEMBER 2022 (1,600 VOLUNTEERS IN 99,000 SQUARE FEET OF DONATED WAREHOUSE SPACE IN DECEMBER 2021) WHERE THE DONATED GIFTS ARE THEN SORTED, WRAPPED, AND DISBURSED TO THE ORGANIZATION'S AGENCY PARTNERS FOR DISTRIBUTION. IN ADDITION, THE ORGANIZATION MAINTAINS A VIRTUAL GIVING TREE ON ITS WEBSITE: WWW.FAMILYGIVINGTREE.ORG. DURING THE YEARS ENDED APRIL 30, 2023 AND 2022, THE ORGANIZATION PROVIDED HOLIDAY GIFTS TO APPROXIMATELY 56,000 AND 53,000 CHILDREN, RESPECTIVELY.

    Expenses $2,436,475 · Grants $1,642,448 · Revenue $2,643,798

  • THE ORGANIZATION ALSO HOLDS THE CONVICTION THAT EDUCATION IS THE MOST EFFECTIVE PATH OUT OF POVERTY; AND ACCORDING TO THE US CENSUS BUREAU, ALMOST ONE OUT OF EVERY FOUR CALIFORNIA CHILDREN ARE CURRENTLY LIVING BELOW THE FEDERAL POVERTY LINE. TOO OFTEN, THESE CHILDREN LACK THE MOST BASIC SCHOOL SUPPLIES AND EDUCATIONAL TOOLS REQUIRED FOR LEARNING AND HOMEWORK. THE ORGANIZATION'S BACK-TO-SCHOOL DRIVE AIMS TO CLOSE THE EDUCATIONAL GAP FOR CHILDREN FROM LOW-INCOME FAMILIES, BY PROVIDING BACKPACKS FILLED WITH ESSENTIAL, GRADE-APPROPRIATE SCHOOL SUPPLIES.USING A SIMILAR METHOD OF OPERATION, THE ORGANIZATION PROVIDED BACKPACKS FILLED WITH ESSENTIAL, GRADE-APPROPRIATE SCHOOL SUPPLIES - INCLUDING STEAM (SCIENCE, TECHNOLOGY, ENGINEERING, ART AND MATHEMATICS) SUPPLIES - TO APPROXIMATELY 28,000 K-12 STUDENTS DURING BOTH YEARS ENDED APRIL 30, 2022 AND 2023. THE GIFT OF A SUPPLY-FILLED BACKPACK ASSURES THAT CHILDREN FROM FAMILIES STRUGGLING FINANCIALLY IN OUR COMMUNITY BEGIN SCHOOL WITH THE TOOLS NECESSARY TO ENGAGE IN THEIR LEARNING, DO THEIR HOMEWORK, AND SUCCEED. OVER 300 DRIVE LEADERS VOLUNTEERED TO ASSIST IN DISPLAYING BACKPACK AND SCHOOL SUPPLY LIST CARDS TO SUPPORT THE GOAL OF THE BACK-TO-SCHOOL DRIVE. THE ORGANIZATION HOSTED APPROXIMATELY 300 DRIVE LEADERS AND 300 VOLUNTEERS IN 50,000 SQUARE FEET OF DONATED WAREHOUSE SPACE IN AUGUST 2022 AND 300 DRIVE LEADERS AND 500 VOLUNTEERS IN 25,000 SQUARE FEET IN AUGUST 2021, TO SORT, FILL, AND DISTRIBUTE THE BACKPACKS TO QUALIFYING SCHOOLS. APPROXIMATELY 200 SCHOOLS AND NONPROFIT AGENCIES RECEIVED THE FILLED BACKPACKS FOR DISTRIBUTION TO QUALIFYING K-12 STUDENTS.

    Expenses $2,013,621 · Grants $976,691 · Revenue $2,397,887

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Dominic Mills

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Shielene Huey-Booker

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Andrea Borch

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Sachi Patel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Andrea Gray

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Malcolm Humphrey

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Gaghon Sekhon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Johns Mansperger

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Joelle Hurlston

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Lee Du

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Jennifer Cullenbine-Pietrasik

    EXECUTIVE DIRECTOR

    Total calculated
    $190,409
    From this org
    $167,087
    From related orgs
    $0
    Other
    $23,322
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $167,087
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $23,322
    Filer's total
    $190,409

  • Jess Gutierrez

    CHIEF FINANCIAL OFFICER

    Total calculated
    $159,979
    From this org
    $142,064
    From related orgs
    $0
    Other
    $17,915
    Hours/week
    32

    Schedule J breakdown matched by us

    Base
    $142,064
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $17,915
    Filer's total
    $159,979

  • Jill Mitsch

    DEVELOPMENT DIRECTOR

    Total calculated
    $130,716
    From this org
    $114,861
    From related orgs
    $0
    Other
    $15,855
    Hours/week
    40

  • Charlotte Wood

    DIRECTOR OF MARKETING & DEVELOPMENT

    Total calculated
    $115,811
    From this org
    $101,804
    From related orgs
    $0
    Other
    $14,007
    Hours/week
    32

  • Alfonso Galan

    DIRECTOR OF OPERATIONS

    Total calculated
    $129,635
    From this org
    $118,049
    From related orgs
    $0
    Other
    $11,586
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
THE SURVEY USED FOR COMPENSATION ANALYSIS IS "FAIR PAY FOR NORTHERN CALIFORNIA NONPROFITS."

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2022
Filed
19 September 2023
IRS schema version
2022v5.0
Source object
202322649349301777

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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