Form 990 for tax year 2023
Filed by ACLU FOUNDATION OF SAN DIEGO AND IMPERIAL COUNTIES INC.
Totals
- Total revenue
- $2,716,990
- Total expenses
- $4,418,340
- Contributions and grants received
- $1,922,205
- Grants paid
- $2,500
- Program service revenue
- $689,211
- Investment income
- $100,529
- Other revenue
- $5,045
- Total assets, end of year
- $7,763,316
- Total liabilities, end of year
- $860,282
- Net assets or fund balances, end of year
- $6,903,034
- Program services expenses (Part IX)
- $3,267,231
- Management and general expenses
- $608,222
- Fundraising expenses
- $542,887
- Program service expenses (Part III)
- $3,267,231
Program services were 73.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
NORMA CHAVEZ-PETERSON
Executive Dir.
- Total calculated
- $279,287
- From this org
- $204,273
- From related orgs
- $36,048
- Other
- $38,966
- Hours/week
- 37.5 + 2.5 related
Schedule J breakdown matched by us
- Base
- $194,073 + $34,248 related
- Bonus
- $10,200 + $1,800 related
- Other
- not reported
- Deferred
- $11,228 + $1,981 related
- Nontaxable benefits
- $21,893 + $3,864 related
- Filer's total
- $237,394 + $41,893 related
-
JEFFREY WERGELES
Deputy Director
- Total calculated
- $235,461
- From this org
- $179,312
- From related orgs
- $31,643
- Other
- $24,506
- Hours/week
- 37.5 + 2.5 related
Schedule J breakdown matched by us
- Base
- $177,612 + $31,343 related
- Bonus
- $1,700 + $300 related
- Other
- not reported
- Deferred
- $9,763 + $1,723 related
- Nontaxable benefits
- $11,067 + $1,953 related
- Filer's total
- $200,142 + $35,319 related
-
DAVID TRUJILLO
ADVOCACY DIRECTOR
- Total calculated
- $208,934
- From this org
- $160,623
- From related orgs
- $28,345
- Other
- $19,966
- Hours/week
- 37.5 + 2.5 related
Schedule J breakdown matched by us
- Base
- $158,923 + $28,045 related
- Bonus
- $1,700 + $300 related
- Other
- not reported
- Deferred
- $8,964 + $1,582 related
- Nontaxable benefits
- $8,007 + $1,413 related
- Filer's total
- $177,594 + $31,340 related
-
CHERYL PHELPS
COMMUNICATIONS DIR
- Total calculated
- $203,125
- From this org
- $152,894
- From related orgs
- $26,981
- Other
- $23,250
- Hours/week
- 37.5 + 2.5 related
Schedule J breakdown matched by us
- Base
- $151,194 + $26,681 related
- Bonus
- $1,700 + $300 related
- Other
- not reported
- Deferred
- $6,404 + $1,130 related
- Nontaxable benefits
- $13,291 + $2,425 related
- Filer's total
- $172,589 + $30,536 related
-
CHRISTIE HILL
LEGAL DIRECTOR
- Total calculated
- $187,621
- From this org
- $136,583
- From related orgs
- $24,103
- Other
- $26,935
- Hours/week
- 37.5 + 2.5 related
Schedule J breakdown matched by us
- Base
- $134,883 + $23,803 related
- Bonus
- $1,700 + $300 related
- Other
- not reported
- Deferred
- $6,303 + $1,112 related
- Nontaxable benefits
- $16,592 + $2,928 related
- Filer's total
- $159,478 + $28,143 related
-
SARAH HUCK
Chief Philanthropy
- Total calculated
- $160,892
- From this org
- $117,038
- From related orgs
- $20,654
- Other
- $23,200
- Hours/week
- 37.5 + 2.5 related
Schedule J breakdown matched by us
- Base
- $115,338 + $20,354 related
- Bonus
- $1,700 + $300 related
- Other
- not reported
- Deferred
- $6,429 + $1,135 related
- Nontaxable benefits
- $13,291 + $2,345 related
- Filer's total
- $136,758 + $24,134 related
-
WEDAD SCHLOTTE
Director
- Total calculated
- $0
- Hours/week
- 4
-
OCTAVIO AGUILAR
Director
- Total calculated
- $0
- Hours/week
- 9
-
THOMAS GILKISON
Director
- Total calculated
- $0
- Hours/week
- 8
-
CARL CRIDER
Director
- Total calculated
- $0
- Hours/week
- 6
-
ANGELA REED
Director
- Total calculated
- $0
- Hours/week
- 12
-
BEN AGUILAR
Director
- Total calculated
- $0
- Hours/week
- 12
-
DAVID GANGSEI
Director
- Total calculated
- $0
- Hours/week
- 6
-
KWOFI REED
President
- Total calculated
- $0
- Hours/week
- 15
-
MANISHA SHARMA
Director
- Total calculated
- $0
- Hours/week
- 6
-
MICHELE MCKENZIE
Secretary
- Total calculated
- $0
- Hours/week
- 11
-
PAT WILSON
Director
- Total calculated
- $0
- Hours/week
- 6
-
VIVIANA OCHOA
Director
- Total calculated
- $0
- Hours/week
- 10
-
ANDREA ST JULIAN
Director
- Total calculated
- $0
- Hours/week
- 9
-
ANDREA CUBBIT
Director
- Total calculated
- $0
- Hours/week
- 5
-
NEAL ORTEGUERRA
CA Action Rep
- Total calculated
- $0
- Hours/week
- 20
-
KIM KNOX
Vice President
- Total calculated
- $0
- Hours/week
- 6
-
ALBERTO GALVAN
Director
- Total calculated
- $0
- Hours/week
- 12
-
GEORGE MAJEED KHOURY
Director
- Total calculated
- $0
- Hours/week
- 5
-
AMBER CYPHERS STEPHENS
National Rep
- Total calculated
- $0
- Hours/week
- 10
-
GREG ROSE
Treasurer
- Total calculated
- $0
- Hours/week
- 14
-
VERONICA WILLIAMS
EDI OFFICER
- Total calculated
- $0
- Hours/week
- 2
-
RIMAH KHOURI VELEZ
Director
- Total calculated
- $0
- Hours/week
- 5
-
ANA GLORIA RODRIGUEZ
Director
- Total calculated
- $0
- Hours/week
- 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. 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
- 1a · Discretionary spending account
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Form 990 of other organizations
- 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 1a: Relevant information in regards to selections on 1a.
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
No itemized grants to organizations on this return.
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.
-
ACLU OF SAN DIEGO & IMPERIAL COUNTIES
501(c)(4) · FOSTER, PROTECT, EXTEND & OBTAIN CIVIL LIBERTY RIGHTS · CA · controlled entity
Directly controlled by ACLU FOUNDATION SAN DIEGO & IMPERIAL CTY
-
AMERICAN CIVIL LIBERTIES UNION FDN INC
501(c)(3) · PRESERVATION AND PROMOTION OF CIVIL RIGHTS AND LIBERTIES · NY
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 5 February 2025
- IRS schema version
- 2023v6.0
- Source object
- 202520369349301952
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