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← COMMUNITY FIRST-AMERICAS CHARITIES

Form 990 for tax year 2023

Filed by COMMUNITY FIRST-AMERICAS CHARITIES.

Totals

Total revenue
$1,397,763
Total expenses
$1,393,273
Contributions and grants received
$1,272,491
Grants paid
$1,266,431
Program service revenue
$125,272
Investment income
$0
Other revenue
$0
Total assets, end of year
$566,706
Total liabilities, end of year
$463,490
Net assets or fund balances, end of year
$103,216
Program services expenses (Part IX)
$1,330,944
Management and general expenses
$45,732
Fundraising expenses
$16,597
Program service expenses (Part III)
$1,330,944

Program services were 95.5% 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.

  • 1a · Federated campaigns

    $1,150,563

  • 1f · All other contributions, gifts and grants

    $121,928

  • 2a · Program service revenue: MEMBER FEES

    total $125,272 · related or exempt $125,272

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,266,431 · program services $1,266,431

  • 5 · Compensation of officers, directors and key employees

    total $10,312 · program services $5,245 · management and general $3,718 · fundraising $1,349

  • 7 · Other salaries and wages

    total $68,366 · program services $34,772 · management and general $24,649 · fundraising $8,945

  • 8 · Pension plan contributions

    total $4,046 · program services $2,058 · management and general $1,459 · fundraising $529

  • 9 · Other employee benefits

    total $3,944 · program services $2,006 · management and general $1,422 · fundraising $516

  • 10 · Payroll taxes

    total $5,655 · program services $2,876 · management and general $2,039 · fundraising $740

  • 11a · Fees: management

    total $1,231 · program services $626 · management and general $444 · fundraising $161

  • 11c · Fees: accounting

    total $1,721 · program services $875 · management and general $621 · fundraising $225

  • 11f · Fees: investment management

    total $208 · program services $106 · management and general $75 · fundraising $27

  • 12 · Advertising and promotion

    total $664 · program services $338 · management and general $239 · fundraising $87

  • 13 · Office expenses

    total $4,581 · program services $2,330 · management and general $1,652 · fundraising $599

  • 14 · Information technology

    total $14,304 · program services $7,275 · management and general $5,157 · fundraising $1,872

  • 16 · Occupancy

    total $4,705 · program services $2,393 · management and general $1,696 · fundraising $616

  • 17 · Travel

    total $206 · program services $105 · management and general $74 · fundraising $27

  • 19 · Conferences, conventions and meetings

    total $14 · program services $7 · management and general $5 · fundraising $2

  • 20 · Interest

    total $457 · program services $232 · management and general $165 · fundraising $60

  • 22 · Depreciation, depletion and amortization

    total $779 · program services $396 · management and general $281 · fundraising $102

  • 23 · Insurance

    total $1,229 · program services $625 · management and general $443 · fundraising $161

  • 24a · Other expenses: MEMBERSHIP DUES & REG.

    total $2,253 · program services $1,146 · management and general $812 · fundraising $295

  • 24b · Other expenses: CAMPAIGN FEES

    total $2,031 · program services $1,033 · management and general $732 · fundraising $266

  • 24c · Other expenses: PRINTING & PUBLICATION

    total $136 · program services $69 · management and general $49 · fundraising $18

Balance sheet

Part X, book values.

  • 3 · Pledges and grants receivable

    beginning of year $386,975 · end of year $425,953

  • 4 · Accounts receivable

    beginning of year $31,176 · end of year $51,888

  • 15 · Other assets

    beginning of year $111,969 · end of year $88,865

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,539

  • 19 · Deferred revenue

    beginning of year $44,009 · end of year $38,988

  • 25 · Other liabilities

    beginning of year $385,846 · end of year $424,502

  • 27 · Net assets without donor restrictions

    beginning of year $98,726 · end of year $103,216

Mission and programs · 2023

Mission

TO SUPPORT, AND BE ORGANIZED AND OPERATE TO PROMOTE AND SUPPORT THE ACTIVITIES AND PURPOSES OF OTHER 501(C)(3)ORGANIZATIONS THAT ASSIST CHILDREN, FAMILIES, ADULTS & COMMUNITIES BY PROVIDING SERVICES THAT FURTHER THEIR EXEMPT PURPOSES.

Activities or mission (Part I)

COMMUNITY FIRST PROVIDES CHARITIES WITH INCOME THROUGH WORKPLACE GIVING AND ADDITIONAL PATHS.

  • MEMBER CAMPAIGN SERVICES - ACTIVITIES RELATED TO THE MANAGEMENT OF COMMUNITY FIRST - AMERICA'S CHARITIES (COMMUNITY FIRST) MEMBER CHARITY PARTICIPATION IN THE FEDERAL GOVERNMENT'S ANNUAL WORKPLACE GIVING CAMPAIGN (COMBINED FEDERAL CAMPAIGN), PRIVATE SECTOR AND STATE AND LOCAL PUBLIC SECTOR CAMPAIGNS.COMMUNITY FIRST WORKED TO GENERATE UNRESTRICTED AND SUSTAINABLE FINANCIAL SUPPORT FOR ITS MEMBERS IN THE PUBLIC AND PRIVATE SECTOR. COMMUNITY FIRST APPLIED ON BEHALF OF ITS MEMBERS AND SECURED THEIR PARTICIPATION IN THE CFC NATIONWIDE. COMMUNITY FIRST MEMBERS ALSO PARTICIPATED IN STATE AND LOCAL CAMPAIGNS IN DC, MD, AND VA, WHERE ELIGIBLE. FURTHER, THE COMMUNITY FIRST SUPPORTED MEMBER CHARITY PARTICIPATION IN CAMPAIGN RELATED EVENTS TO SUPPORT PUBLIC SECTOR EMPLOYEE GIVING.COMMUNITY FIRST SHARES INTELLECTUAL CAPITAL AND CORE COMPETENCIES WITH MEMBERS AND PRIVATE SECTOR AROUND SOCIAL RESPONSIBILITY, EMPLOYEE ENGAGEMENT, WORKPLACE GIVING, CAMPAIGN MANAGEMENT, AND FUNDRAISING.COMMUNITY FIRST ALSO PROVIDES SYMPOSIA AND TRAINING FOR CHARITIES AND EMPLOYERS FOCUSED ON TOPICS AND ISSUES SUCH AS EMPLOYEE CHARITABLE ENGAGEMENT, VOLUNTEER LEADERSHIP DEVELOPMENT, DONOR RELATIONSHIP MANAGEMENT AND EXPECTATIONS, AND LEVERAGING SOCIAL MEDIA.

    Expenses $1,209,016 · Grants $1,144,503 · Revenue $125,272

  • CAMPAIGN MANAGEMENT SERVICES - ACTIVITIES RELATED TO SERVICES AS A FIDUCIARY AGENT FOR MEMBER CHARITIES AND IN PROVISION OF CAMPAIGN MANAGEMENT SERVICES TO PUBLIC AND PRIVATE SECTOR CLIENTS.CAMPAIGN MANAGEMENT SERVICES FOCUS ON DELIVERING EXCELLENT CUSTOMER SERVICES IN MEETING THE NEEDS OF EMPLOYERS. CAMPAIGN MANAGEMENT SERVICES INCLUDE AGGREGATING DONOR AND PLEDGE DATA, PERFORMING ANALYSES OF PLEDGES AND PROVIDING PAYMENT SERVICES. COMMUNITY FIRST DELIVERS TRANSPARENT, DETAILED, AND CUSTOMIZED REPORTS TO MEMBER CHARITIES, OTHER CHARITIES, AND PUBLIC AND PRIVATE SECTOR EMPLOYERS. IN ADDITION, COMMUNITY FIRST ASSISTS MEMBER CHARITIES' FINANCE DEPARTMENTS WITH BUDGETING AND FORECASTING.

    Expenses $121,928 · Grants $121,928

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • James E Starr

    PRESIDENT & CEO

    Total calculated
    $386,707
    From this org
    $9,345
    From related orgs
    $341,110
    Other
    $36,252
    Hours/week
    1 + 36.5 related

    Schedule J breakdown matched by us

    Base
    $7,182 + $262,158 related
    Bonus
    $2,160 + $78,840 related
    Other
    $3 + $112 related
    Deferred
    $533 + $19,459 related
    Nontaxable benefits
    $434 + $15,826 related
    Filer's total
    $10,312 + $376,395 related
  • Wendell Hall

    CHAIR

    Total calculated
    $0
    Hours/week
    2 + 2 related
  • Tracye Funn

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    2 + 2 related
  • Rebecca Pilot

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related
  • David Stathis

    VP, IT

    Total calculated
    $155,200
    From this org
    $3,848
    From related orgs
    $140,450
    Other
    $10,902
    Hours/week
    1 + 36.5 related

    Schedule J breakdown matched by us

    Base
    $3,821 + $139,477 related
    Bonus
    $27 + $973 related
    Other
    $0
    Deferred
    $264 + $9,654 related
    Nontaxable benefits
    $26 + $958 related
    Filer's total
    $4,138 + $151,062 related
  • Sook Suragiat

    CONTROLLER

    Total calculated
    $149,592
    From this org
    $3,608
    From related orgs
    $131,699
    Other
    $14,285
    Hours/week
    1 + 36.5 related
  • Kimberly H Young

    VP, BUSINESS DEVELOPMENT

    Total calculated
    $151,487
    From this org
    $3,368
    From related orgs
    $122,906
    Other
    $25,213
    Hours/week
    1 + 36.5 related

    Schedule J breakdown matched by us

    Base
    $3,340 + $121,910 related
    Bonus
    $27 + $973 related
    Other
    $1 + $23 related
    Deferred
    $256 + $9,348 related
    Nontaxable benefits
    $417 + $15,192 related
    Filer's total
    $4,041 + $147,446 related
  • Lavelle Donnelly

    VP, FUND MANAGEMENT SOLUTI

    Total calculated
    $129,410
    From this org
    $3,185
    From related orgs
    $116,258
    Other
    $9,967
    Hours/week
    1 + 36.5 related
  • Robyn Neal

    VP, CLIENT ENGAGEMENT

    Total calculated
    $134,819
    From this org
    $2,876
    From related orgs
    $104,960
    Other
    $26,983
    Hours/week
    1 + 36.5 related

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 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 7
DURING THE YEAR ENDED DECEMBER 31, 2023, THE PRESIDENT AND CEO RECEIVED, FOR HIS WORK FOR COMMUNITY FIRST AND ITS RELATED ORGANIZATION, AN $18,000 DISCRETIONARY BONUS BASED ON APPRAISAL OF HIS PERFORMANCE AND A $63,000 RETENTION BONUS. OF THE TOTAL, $2,160 WAS ALLOCATED TO COMMUNITY FIRST. ADDITIONALLY, ALLOCATED TO COMMUNITY FIRST, DAVID STATHIS, KIM YOUNG, SOOK SURAGIAT, ROBYN NEAL, AND LAVELLE DONNELLY RECEIVED FIXED PERFORMANCE BONUSES OF $27 EACH.

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.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
18 July 2024
IRS schema version
2023v5.1
Source object
202402049349300115

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

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