Totals
- Total revenue
- $3,398,649
- Total expenses
- $2,285,848
- Contributions and grants received
- $3,340,874
- Grants paid
- $100,000
- Program service revenue
- $0
- Investment income
- $56,679
- Other revenue
- $1,096
- Total assets, end of year
- $6,113,841
- Total liabilities, end of year
- $661,619
- Net assets or fund balances, end of year
- $5,452,222
- Program services expenses (Part IX)
- $1,710,870
- Management and general expenses
- $489,108
- Fundraising expenses
- $85,870
- Program service expenses (Part III)
- $1,710,870
Program services were 74.8% 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.
-
1f · All other contributions, gifts and grants
$3,340,874
-
3 · Investment income
total $56,679 · excluded $56,679
-
11a · Other revenue: Reimbursed Expenses and Other
total $1,096 · excluded $1,096
-
11e · Other revenue, total
$1,096
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $100,000 · program services $100,000
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $231,848 · program services $172,636 · management and general $47,849 · fundraising $11,363
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $1,157,278 · program services $886,607 · management and general $221,221 · fundraising $49,450
-
8 · Pension plan contributions
total $81,938 · program services $62,480 · management and general $15,871 · fundraising $3,587
-
9 · Other employee benefits
total $191,603 · program services $146,102 · management and general $37,113 · fundraising $8,388
-
10 · Payroll taxes
total $120,849 · program services $92,150 · management and general $23,408 · fundraising $5,291
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $20,664 · program services $146 · management and general $20,509 · fundraising $9
-
11c · Fees: accounting
total $14,863 · program services $9,044 · management and general $5,536 · fundraising $283
-
11d · Fees: lobbying
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $101,509 · program services $77,873 · management and general $23,374 · fundraising $262
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $23,268 · program services $10,001 · management and general $13,224 · fundraising $43
-
14 · Information technology
total $38,211 · program services $24,249 · management and general $13,190 · fundraising $772
-
15 · Royalties
total $0
-
16 · Occupancy
total $77,614 · program services $54,682 · management and general $20,267 · fundraising $2,665
-
17 · Travel
total $8,108 · program services $8,015 · management and general $62 · fundraising $31
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $1,470 · program services $891 · management and general $59 · fundraising $520
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $4,485 · program services $2,512 · management and general $1,902 · fundraising $71
-
23 · Insurance
total $9,441 · program services $6,000 · management and general $3,246 · fundraising $195
-
24a · Other expenses: Organizational Development
total $1,549 · program services $1,070 · management and general $456 · fundraising $23
-
24b · Other expenses: Other
total $31,584 · management and general $31,584
-
24c · Other expenses: Documents
total $713 · program services $485 · management and general $209 · fundraising $19
-
24d · Other expenses: Programs, Outreach and Education
total $68,853 · program services $55,927 · management and general $10,028 · fundraising $2,898
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,131,454 · end of year $1,361,724
-
2 · Savings and temporary cash investments
beginning of year $1,426,404 · end of year $2,681,837
-
3 · Pledges and grants receivable
beginning of year $649,749 · end of year $269,020
-
4 · Accounts receivable
beginning of year $137,430
-
9 · Prepaid expenses and deferred charges
beginning of year $41,133 · end of year $44,153
-
10a · Land, buildings and equipment: cost or other basis
$127,655
-
10b · Land, buildings and equipment: accumulated depreciation
$33,700
-
10c · Land, buildings and equipment, net
beginning of year $397 · end of year $93,955
-
11 · Investments: publicly traded securities
beginning of year $934,491 · end of year $1,133,999
-
15 · Other assets
end of year $529,153
-
17 · Accounts payable and accrued expenses
beginning of year $112,694 · end of year $122,590
-
23 · Secured mortgages and notes payable
beginning of year $205,265
-
25 · Other liabilities
end of year $539,029
-
27 · Net assets without donor restrictions
beginning of year $1,592,903 · end of year $2,108,527
-
28 · Net assets with donor restrictions
beginning of year $2,410,196 · end of year $3,343,695
Mission and programs · 2023
Mission
PROMOTING HIGHER LIVING STANDARDS FOR POOR AND MODERATE-INCOME PEOPLE THROUGH RESEARCH, POLICY DEVELOPMENT, PUBLIC EDUCATION, AND EFFECTIVE ADVOCACY.
-
GATHERED AND ANALYZED DATA TO PRODUCE RESEARCH REPORTS AND ISSUE BRIEFS ON KEY ECONOMIC ISSUES.
Expenses $1,300,316
-
PERFORMED COMMUNITY OUTREACH AND EDUCATION TO RAISE AWARENESS ABOUT KEY LOCAL ECONOMIC ISSUES.
Expenses $165,009
-
PERFORMED OUTREACH TO DIVERSE GROUPS AND ORGANIZATIONS TO STRENGTHEN AND BUILD COMMUNITY COALITIONS.
Expenses $245,545
As filed on the 2023 return.
Listed in Part VII
-
Kyra Greene
President and Executive Director
- Total calculated
- $119,215
- From this org
- $119,215
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Quyhn Nguyen
Deputy Director
- Total calculated
- $112,633
- From this org
- $112,633
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Richard Barrera
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Jill Esbenshade
Board Chair
- Total calculated
- $0
- Hours/week
- 0.5
-
Alan Gin
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Carlos Mejia
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Bernadette Butkiewicz
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Cheryl Coney
Secretary
- Total calculated
- $0
- Hours/week
- 0.5
-
Kelly Mayhew
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Eric Morrison Smith
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Lowell Waxman
Treasurer
- Total calculated
- $0
- Hours/week
- 0.5
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.
Grants on this return
-
San Diego Workforce Parnership
$100,000
Progam Services
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 23 September 2024
- IRS schema version
- 2023v5.1
- Source object
- 202402679349301380
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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