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Nonprofiteer
← CARDEA SERVICES

Form 990 for tax year 2024

Filed by CARDEA SERVICES.

Totals

Total revenue
$7,764,445
Total expenses
$7,778,292
Contributions and grants received
$7,618,003
Grants paid
$30,000
Program service revenue
$0
Investment income
$145,451
Other revenue
$991
Total assets, end of year
$6,123,458
Total liabilities, end of year
$1,394,385
Net assets or fund balances, end of year
$4,729,073
Program services expenses (Part IX)
$5,943,805
Management and general expenses
$1,834,487
Fundraising expenses
$0
Program service expenses (Part III)
$5,943,805

Program services were 76.4% 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)

    $5,549,315

  • 1f · All other contributions, gifts and grants

    $2,068,688

  • 1g · Noncash contributions included above

    $1,400

  • 3 · Investment income

    total $134,312 · excluded $134,312

  • 7a · Gross sales of assets other than inventory

    securities $1,295,105

  • 7b · Less cost or other basis and sales expenses

    securities $1,283,966

  • 7c · Gain or loss

    securities $11,139

  • 7d · Net gain or loss

    total $11,139 · excluded $11,139

  • 11a · Other revenue: OTHER INCOME

    total $991 · excluded $991

  • 11e · Other revenue, total

    $991

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $30,000 · program services $30,000

  • 5 · Compensation of officers, directors and key employees

    total $622,213 · program services $553,206 · management and general $69,007

  • 7 · Other salaries and wages

    total $3,407,592 · program services $2,660,744 · management and general $746,848

  • 8 · Pension plan contributions

    total $109,849 · program services $85,609 · management and general $24,240

  • 9 · Other employee benefits

    total $819,388 · program services $687,158 · management and general $132,230

  • 10 · Payroll taxes

    total $324,326 · program services $270,560 · management and general $53,766

  • 11b · Fees: legal

    total $60,109 · management and general $60,109

  • 11c · Fees: accounting

    total $42,391 · management and general $42,391

  • 11f · Fees: investment management

    total $21,677 · management and general $21,677

  • 11g · Fees: other

    total $399,563 · program services $134,402 · management and general $265,161

  • 13 · Office expenses

    total $225,763 · program services $46,222 · management and general $179,541

  • 16 · Occupancy

    total $397,853 · program services $287,289 · management and general $110,564

  • 17 · Travel

    total $173,297 · program services $115,498 · management and general $57,799

  • 23 · Insurance

    total $41,467 · management and general $41,467

  • 24a · Other expenses: OTHER PROGRAMS EXPENSE

    total $593,403 · program services $593,403 · management and general $0

  • 24b · Other expenses: TRAINING SUPPLIES

    total $409,758 · program services $409,618 · management and general $140

  • 24c · Other expenses: TAXES AND LICENSES

    total $58,084 · program services $54,355 · management and general $3,729

  • 24d · Other expenses: OTHER

    total $41,559 · program services $15,741 · management and general $25,818

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $31,495 · end of year $185,038

  • 2 · Savings and temporary cash investments

    beginning of year $987,250 · end of year $1,261,669

  • 3 · Pledges and grants receivable

    beginning of year $1,773,376 · end of year $1,117,106

  • 9 · Prepaid expenses and deferred charges

    beginning of year $75,291 · end of year $82,322

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

    $35,588

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

    $26,368

  • 10c · Land, buildings and equipment, net

    beginning of year $13,150 · end of year $9,220

  • 11 · Investments: publicly traded securities

    beginning of year $2,436,376 · end of year $2,681,785

  • 15 · Other assets

    beginning of year $1,130,516 · end of year $786,318

  • 17 · Accounts payable and accrued expenses

    beginning of year $555,890 · end of year $546,305

  • 19 · Deferred revenue

    beginning of year $85,471 · end of year $76,785

  • 25 · Other liabilities

    beginning of year $1,107,303 · end of year $771,295

  • 27 · Net assets without donor restrictions

    beginning of year $4,406,540 · end of year $4,600,372

  • 28 · Net assets with donor restrictions

    beginning of year $292,250 · end of year $128,701

Mission and programs · 2024

Mission

CARDEA ADDRESSES COMPLEX PROGRAM, POLICY, AND SYSTEMS ISSUES BY CO-CREATING SOLUTIONS THAT CENTER COMMUNITY STRENGTHS AND WISDOM.

Activities or mission (Part I)

SEE SCHEDULE O.

  • CARDEA ADDRESSES COMPLEX PROGRAMMATIC, POLICY, AND SYSTEMS-LEVEL ISSUES AFFECTING HEALTH AND WELL-BEING THROUGH EVALUATION, CAPACITY BUILDING, AND PROFESSIONAL LEARNING.

    Expenses $5,943,805 · Grants $30,000

As filed on the 2024 return.

Listed in Part VII

  • WENDY NAKATSUKASA-ONO

    PRESIDENT/CEO(THROUGH 03/2025)

    Total calculated
    $215,455
    From this org
    $197,628
    From related orgs
    $0
    Other
    $17,827
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $182,628
    Bonus
    $15,000
    Other
    $0
    Deferred
    $6,013
    Nontaxable benefits
    $11,814
    Filer's total
    $215,455

  • MELANIE OGLETON

    CHIEF STRATEGY OFFICER

    Total calculated
    $173,240
    From this org
    $164,016
    From related orgs
    $0
    Other
    $9,224
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $164,016
    Bonus
    $0
    Other
    $0
    Deferred
    $5,011
    Nontaxable benefits
    $4,213
    Filer's total
    $173,240

  • ANTHONY PETERSON

    CHIEF FINANCIAL OFFICER

    Total calculated
    $170,903
    From this org
    $156,168
    From related orgs
    $0
    Other
    $14,735
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $156,168
    Bonus
    $0
    Other
    $0
    Deferred
    $4,718
    Nontaxable benefits
    $10,017
    Filer's total
    $170,903

  • VANESSA SARRIA

    CHIEF PROGRAM OFFICER

    Total calculated
    $169,922
    From this org
    $155,127
    From related orgs
    $0
    Other
    $14,795
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $155,127
    Bonus
    $0
    Other
    $0
    Deferred
    $4,687
    Nontaxable benefits
    $10,108
    Filer's total
    $169,922

  • AMANDA WINTERS

    CHIEF IMPACT OFFICER

    Total calculated
    $136,910
    From this org
    $132,124
    From related orgs
    $0
    Other
    $4,786
    Hours/week
    40

  • RYAN SHARNBROICH

    DIRECTOR OF PROFESSIONAL LEARNING AND SEXUALITY ED

    Total calculated
    $127,614
    From this org
    $123,815
    From related orgs
    $0
    Other
    $3,799
    Hours/week
    40

  • OTIS LEE

    DIRECTOR OF LEARNING DESIGN AND EXPERIENCE

    Total calculated
    $121,285
    From this org
    $106,397
    From related orgs
    $0
    Other
    $14,888
    Hours/week
    40

  • TIFFANY WEST

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • MARCUS STANLEY

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • JESSICA CANCE

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ILIANA GILMAN

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • RICHARD LYNCH

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CLAUDIA MORRIS

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CRYSTAL TETRICK

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JANET ZOLA

    MEMBER

    Total calculated
    $0
    Hours/week
    1

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 · Independent compensation consultant
  • 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 3
THE BOARD REVIEWS CEO COMPENSATION ANNUALLY IN COLLABORATION WITH CARDEA'S HR CONSULTANT.
PART I, LINE 7
THE PRESIDENT/CEO RECEIVED $15,000 BONUS IN CALENDAR YEAR 2024. THE DECISION PROCESS OF THE BONUS IS FULLY DISCRETIONARY AND DETERMINED BASED ON AN OVERALL, QUALITATIVE ASSESSMENT OF THEIR GENERAL PERFORMANCE. THERE ARE NO PREDEFINED CRITERIA OR FORMAL BENCHMARKS TIED TO FINANCIAL METRICS SUCH AS REVENUE OR NET INCOME.

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

Provenance

Return type
form_990
Tax year
2024
Filed
7 July 2026
IRS schema version
2024v5.5
Source object
202631889349301728

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