Totals
- Total revenue
- $1,304,616
- Total expenses
- $1,018,923
- Contributions and grants received
- $1,285,326
- Grants paid
- $153,728
- Program service revenue
- $0
- Investment income
- $45,393
- Other revenue
- -$26,103
- Total assets, end of year
- $3,010,063
- Total liabilities, end of year
- $3,238
- Net assets or fund balances, end of year
- $3,006,825
- Program services expenses (Part IX)
- $771,383
- Management and general expenses
- $99,981
- Fundraising expenses
- $147,559
- Program service expenses (Part III)
- $771,383
Program services were 75.7% 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.
-
1c · Fundraising events
$685,049
-
1e · Government grants (contributions)
$75,302
-
1f · All other contributions, gifts and grants
$524,975
-
3 · Investment income
total $45,393 · excluded $45,393
-
8a · Fundraising events: gross income
$37,982
-
8a · Fundraising events: contributions included on line 1c
$685,049
-
8b · Fundraising events: direct expenses
$64,085
-
8c · Net income from fundraising events
total -$26,103 · excluded -$26,103
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $153,728 · program services $153,728
-
5 · Compensation of officers, directors and key employees
total $101,868 · program services $79,540 · management and general $13,583 · fundraising $8,745
-
6 · Compensation of disqualified persons
total $499,062 · program services $348,714 · management and general $56,159 · fundraising $94,189
-
7 · Other salaries and wages
total $1,000 · program services $1,000
-
8 · Pension plan contributions
total $14,805 · program services $8,864 · management and general $2,838 · fundraising $3,103
-
9 · Other employee benefits
total $54,306 · program services $47,899 · management and general $1,167 · fundraising $5,240
-
10 · Payroll taxes
total $49,099 · program services $35,184 · management and general $5,630 · fundraising $8,285
-
11c · Fees: accounting
total $8,038 · management and general $8,038
-
11g · Fees: other
total $13,331 · program services $9,031 · management and general $3,813 · fundraising $487
-
12 · Advertising and promotion
total $10,091 · program services $7,070 · fundraising $3,021
-
13 · Office expenses
total $7,283 · program services $4,381 · management and general $753 · fundraising $2,149
-
14 · Information technology
total $21,854 · program services $16,909 · management and general $1,365 · fundraising $3,580
-
16 · Occupancy
total $19,334 · program services $14,900 · management and general $1,061 · fundraising $3,373
-
17 · Travel
total $4,109 · program services $4,060 · management and general $49
-
19 · Conferences, conventions and meetings
total $38,887 · program services $36,121 · management and general $2,421 · fundraising $345
-
23 · Insurance
total $5,579 · program services $1,343 · management and general $2,893 · fundraising $1,343
-
24a · Other expenses: DONATION PROCESSING FEE
total $13,523 · fundraising $13,523
-
24b · Other expenses: STUDENT GIFTS
total $1,970 · program services $1,759 · management and general $211
-
24c · Other expenses: BANK AND CREDIT CARD FE
total $1,056 · program services $880 · fundraising $176
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $76,702 · end of year $60,194
-
2 · Savings and temporary cash investments
beginning of year $1,317,738 · end of year $795,013
-
3 · Pledges and grants receivable
beginning of year $75,000 · end of year $500
-
10a · Land, buildings and equipment: cost or other basis
$15,912
-
10b · Land, buildings and equipment: accumulated depreciation
$15,912
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $0
-
11 · Investments: publicly traded securities
beginning of year $1,174,750 · end of year $1,978,134
-
15 · Other assets
beginning of year $167,693 · end of year $176,222
-
17 · Accounts payable and accrued expenses
beginning of year $15,675 · end of year $3,238
-
24 · Unsecured notes and loans payable
beginning of year $75,302 · end of year $0
-
25 · Other liabilities
beginning of year $16,194 · end of year $0
-
27 · Net assets without donor restrictions
beginning of year $2,704,712 · end of year $3,006,825
Mission and programs · 2022
Mission
CREATE OPPORTUNITIES FOR HIGH-POTENTIAL STUDENTS FROM LOW-INCOME HOUSEHOLDS TO DEFINE THEIR INDIVIDUAL PATH THROUGH HIGH SCHOOL, COLLEGE, AND CAREER.
-
ACCESS COLLEGE PROGRAMMING BEGINS AFTER A SELECTIVE ADMISSIONS PROCESS AT THE END OF 10TH GRADE, AND ASSISTS HIGH SCHOOL STUDENTS WITH COLLEGE ADMISSIONS AND FINANCIAL AID THROUGH TUTORING, WORKSHOPS, AND ONE-ON-ONE COUNSELING.
Expenses $201,658
-
ACCESS CAREER PROGRAMMING RUNS FROM THE SECOND YEAR OF COLLEGE THROUGH COLLEGE GRADUATION AND BEYOND (VIA ALUMNI PROGRAMMING) TO ENSURE STUDENTS MAKE A SUCCESSFUL TRANSITION FROM COLLEGE TO CAREER. DURING COLLEGE, THE ORGANIZATION SUPPORTS STUDENTS WITH CAREER DEVELOPMENT THROUGH A SUMMER CAREER READINESS BOOTCAMP, SPEAKER SERIES, COHORT MEETINGS COVERING A VARIETY OF CAREER READINESS TOPICS, NETWORKING EVENTS WITH THE COMMUNITY OF DONORS AND SUPPORTERS, AND PERSONALIZED CAREER COUNSELING AND GUIDANCE. NETWORKING OPPORTUNITIES AND PERSONALIZED CAREER COUNSELING AND GUIDANCE ARE ALSO AVAILABLE TO ALUMNI UPON REQUEST.
Expenses $330,922 · Grants $122,189
-
THE SOCIAL AND EMOTIONAL LEARNING PROGRAM RUNS THROUGHOUT THE COURSE OF ACCESS OPPORTUNITY'S 6-YEAR PROGRAM AND IS LED BY A TEAM OF SOCIAL WORKERS AND COUNSELORS WHO PROVIDE DIRECT SERVICE TO STUDENTS VIA ONE-ON-ONE COUNSELING AND CHECK-INS, AS WELL AS THROUGH GROUP SESSIONS. A PARTICULAR FOCUS OF THE SEL PROGRAM IS TO SUPPORT FIRST-GENERATION-TO-COLLEGE STUDENTS WITH NAVIGATING THE TRANSITION INTO COLLEGE AND IDENTIFYING CAMPUS RESOURCES IN ORDER TO HELP ENSURE THAT STUDENTS MAKE A SUCCESSFUL TRANSITION FROM HIGH SCHOOL TO COLLEGE. THE SEL PROGRAM ALSO INCLUDES A PEER MENTORSHIP PROGRAM AS WELL AS FAMILY ENGAGEMENT PROGRAMMING THAT PARTNERS AND SHARES RESOURCES WITH FAMILIES ON THEIR STUDENTS' GOALS SO THEY FEEL EMPOWERED TO HELP THEIR STUDENTS REACH THOSE GOALS.
Expenses $238,803 · Grants $31,538
As filed on the 2022 return.
Listed in Part VII
-
Dave AdamsDAVE ADAMS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Shawn BarkerSHAWN BARKER
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Susie HayesSUSIE HAYES
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 20
-
Tom HolmanTOM HOLMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Becky MorleyBECKY MORLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Georgia MontoyaGEORGIA MONTOYA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Kathy SchultzKATHY SCHULTZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Eric VintonERIC VINTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Yuri ShaneYURI SHANE
EXECUTIVE DIRECTOR
- Total calculated
- $101,867
- From this org
- $101,867
- From related orgs
- $0
- Other
- $0
- Hours/week
- 50
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
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 10 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202313149349306051
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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