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Nonprofiteer
← CALIFORNIA YIMBY EDUCATION FUND

Form 990 for tax year 2023

Filed by CALIFORNIA YIMBY EDUCATION FUND.

Totals

Total revenue
$3,576,416
Total expenses
$3,965,945
Contributions and grants received
$3,576,388
Grants paid
$0
Program service revenue
$0
Investment income
$28
Other revenue
$0
Total assets, end of year
$8,231,975
Total liabilities, end of year
$1,649,413
Net assets or fund balances, end of year
$6,582,562
Program services expenses (Part IX)
$3,894,993
Management and general expenses
$70,952
Fundraising expenses
$0
Program service expenses (Part III)
$3,894,993

Program services were 98.2% 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

    $3,576,388

  • 3 · Investment income

    total $28 · related or exempt $28

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6d · Net rental income or loss

    total $0

  • 7d · Net gain or loss

    total $0

  • 8c · Net income from fundraising events

    total $0

  • 9c · Net income from gaming

    total $0

  • 10c · Net income from sales of inventory

    total $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 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 $0

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $1,415,855 · program services $1,415,855

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $116,268 · program services $116,268

  • 10 · Payroll taxes

    total $87,593 · program services $87,593

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $2,660 · program services $2,660

  • 11c · Fees: accounting

    total $148,123 · program services $148,123

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $457,515 · program services $457,515

  • 12 · Advertising and promotion

    total $524,364 · program services $524,364

  • 13 · Office expenses

    total $0

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $0

  • 17 · Travel

    total $180,661 · program services $115,623 · management and general $65,038

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $41,725 · program services $41,725

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $0

  • 23 · Insurance

    total $0

  • 24a · Other expenses: Bad Debt Expense

    total $848,297 · program services $848,297

  • 24b · Other expenses: Grants to others

    total $78,629 · program services $78,629

  • 24c · Other expenses: Software and License

    total $29,586 · program services $29,586

  • 24d · Other expenses: Rent

    total $13,582 · program services $13,582

  • 24e · All other expenses

    total $21,087 · program services $15,173 · management and general $5,914

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $6,059,439 · end of year $6,294,923

  • 2 · Savings and temporary cash investments

    end of year $0

  • 3 · Pledges and grants receivable

    end of year $0

  • 4 · Accounts receivable

    beginning of year $1,990,611 · end of year $1,349,530

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    end of year $0

  • 8 · Inventories for sale or use

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $12,333 · end of year $28,543

  • 10c · Land, buildings and equipment, net

    end of year $0

  • 11 · Investments: publicly traded securities

    end of year $0

  • 12 · Investments: other securities

    end of year $0

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    end of year $558,979

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,090,292 · end of year $152,191

  • 25 · Other liabilities

    end of year $1,497,222

  • 27 · Net assets without donor restrictions

    beginning of year $4,736,389 · end of year $5,357,136

  • 28 · Net assets with donor restrictions

    beginning of year $2,235,702 · end of year $1,225,426

Mission and programs · 2023

Mission

To empower Californians with the knowledge and tools to advocate for more housing and make our state affordable and accessible for everyone.

Activities or mission (Part I)

California YIMBY Education Fund's mission is to ensure that California is an affordable place to live, work, and raise a family. We advance our misson by: a.) Produce original research and commission reports to inform evidence based policy b.) Provide educational opportunities and resources to the public, elected officials, and our YIMBY alliesc.) Train and support local leaders to advocate for housing reforms that serve their communities; and d.) Shape the housing narrative in California and nationally

  • We also deepened the work of our educational coalitions and networks, including the Housing Working Group, which engages grassroots community organizations to advance racial equity in housing and educate elected officials about housing production, and the Alliance for Housing & Climate Solutions, a coalition of environmental, conservation, and pro-housing groups collaborating to address the intersection of housing, land conservation, and climate change. Our work in the research, policy development, narrative, and media spaces continued to shape the publics understanding of the housing shortage and affordability crisisbuilding support for what could be possible. California YIMBY staff were quoted or mentioned in more than 1,000 articles in media outlets from across the globe. We also helped shape editorial positions at major daily newspapers, including the NY Times, LA Times, Sacramento Bee, Orange County Register, SF Chronicle, Bloomberg, CityLab, Governing, The Economist, CalMatters, KQED, and LA Taco.

    Expenses $2,989,472

  • In 2023, California YIMBY sponsored and helped pass major legislation in support of our mission of making California more affordable and accessible to everyone. Our successful legislative efforts include new laws that will eliminate parking minimums in transit-rich neighborhoods, fast-track affordable housing in commercial zones on transit corridors, support greater diversity in the construction industry, accelerate development of accessory dwelling units, help universities build more student housing; and advance efforts to repeal Article 34 of the California Constitution, which impedes the development of affordable public housing. Our legislative advocacy included developing tools and resources for activists and creating opportunities for them to directly lobby their elected officials via mechanisms such as signatures on support letters, calls and emails to legislators, and the California YIMBY Lobby Day, during which hundreds of community members from across the state of California met with their representatives and discussed priority housing legislation.In the lead-up to the November election, California YIMBY released our inaugural legislative scorecard, showcasing pro-housing leaders in the California state legislature. Seventeen Assemblymembers and Senators achieved a perfect vote score in 2023. California YIMBY also focused on expanding our coalition to bring in new allies and partners to achieve our agenda of housing abundance and affordability. These efforts included ongoing support for the Home Building Alliance (HBA), the Local Elected Official Working Group, and our Rapid Response Team, which engages grassroots pro-housing activists and local YIMBY chapter activists on our legislative priorities. We continued to deepen our working relationships with affordable housing, racial justice, and climate change organizationspaving the way for larger, more diverse, and more powerful coalitions and advocacy.

    Expenses $563,548

  • In 2023, the California YIMBY Education Fund continued to develop and broaden its platform as an educational resource on housing policy. Major accomplishments include hiring an inaugural Policy Director and Research Director to help lead the development of a cross-sector policy framework and think tank. As a part of these programmatic activities, we released a new report on strategies to combat Californias growing homelessness, including land-use solutions. This report was accompanied by an easy-to-understand animated explainer video. Our programmatic approach to working with traditional and online media is a crucial tool for achieving our educational goals by advancing a strong, research-backed, pro-housing narrative on various media platforms and outlets that reach millions of people across California and the United States.

    Expenses $341,973

As filed on the 2023 return.

Listed in Part VII

  • Brian Hanlon

    Executive Dir.

    Total calculated
    $353,683
    From this org
    $0
    From related orgs
    $335,815
    Other
    $17,868
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    not reported + $238,065 related
    Bonus
    not reported + $97,750 related
    Other
    not reported
    Deferred
    not reported + $10,058 related
    Nontaxable benefits
    not reported + $7,810 related
    Filer's total
    not reported + $353,683 related

  • Melissa Breach

    Senior Vice President and COO

    Total calculated
    $245,303
    From this org
    $0
    From related orgs
    $224,930
    Other
    $20,373
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $199,930 related
    Bonus
    not reported + $25,000 related
    Other
    not reported
    Deferred
    not reported + $8,866 related
    Nontaxable benefits
    not reported + $11,507 related
    Filer's total
    not reported + $245,303 related

  • Matthew M Lewis

    Director of Communications

    Total calculated
    $169,997
    From this org
    $0
    From related orgs
    $152,330
    Other
    $17,667
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $152,330 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported + $6,160 related
    Nontaxable benefits
    not reported + $11,507 related
    Filer's total
    not reported + $169,997 related

  • Konstantin A Hatcher

    Dir. Comm. Impact

    Total calculated
    $152,836
    From this org
    $0
    From related orgs
    $137,190
    Other
    $15,646
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $137,190 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported + $5,570 related
    Nontaxable benefits
    not reported + $10,076 related
    Filer's total
    not reported + $152,836 related

  • Robyn Leslie

    Dir. of Alliance

    Total calculated
    $151,742
    From this org
    $0
    From related orgs
    $138,762
    Other
    $12,980
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $138,762 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported + $5,593 related
    Nontaxable benefits
    not reported + $7,387 related
    Filer's total
    not reported + $151,742 related

  • Edward S Resnikoff

    Total calculated
    $135,273
    From this org
    $0
    From related orgs
    $123,091
    Other
    $12,182
    Hours/week
    0 + 40 related

  • Robert I Cruickshank

    Total calculated
    $133,550
    From this org
    $0
    From related orgs
    $120,227
    Other
    $13,323
    Hours/week
    0 + 40 related

  • Matthew N Gray

    Total calculated
    $116,776
    From this org
    $0
    From related orgs
    $109,973
    Other
    $6,803
    Hours/week
    0 + 40 related

  • John Gamboa

    President

    Total calculated
    $0
    Hours/week
    1

  • Noerena Limon

    EVP

    Total calculated
    $0
    Hours/week
    1

  • Kim-Mai Cutler

    Partner

    Total calculated
    $0
    Hours/week
    1

  • Andrew Sutherland

    Entrepreneur

    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 · 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

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.

Provenance

Return type
form_990
Tax year
2023
Filed
13 November 2024
IRS schema version
2023v5.1
Source object
202403189349309890

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