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Nonprofiteer
← WESCOM FOUNDATION

Form 990 for tax year 2023

Filed by WESCOM FOUNDATION.

Totals

Total revenue
$1,102,306
Total expenses
$1,136,700
Contributions and grants received
$1,102,306
Grants paid
$1,136,700
Program service revenue
$0
Investment income
$0
Other revenue
$0
Total assets, end of year
$285,591
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$285,591
Program services expenses (Part IX)
$1,136,700
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$1,136,700

Program services were 100.0% 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.

  • 1d · Related organizations

    $576,949

  • 1f · All other contributions, gifts and grants

    $525,357

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,136,700 · program services $1,136,700

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $317,984 · end of year $283,590

  • 2 · Savings and temporary cash investments

    beginning of year $2,001 · end of year $2,001

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $319,985 · end of year $285,591

Mission and programs · 2023

Mission

TO HELP IMPROVE THE LIVES AND LIVING CONDITIONS OF ALL SOUTHERN CALIFORNIANS BY SUPPORTING NONPROFIT COMMUNITY ORGANIZATIONS THROUGH STRATEGIC GRANTMAKING AND COMMUNITY ENGAGEMENT.

  • Withheld by Nonprofiteer: this text may name a private individual.

    Expenses $898,910 · Grants $898,910

  • Withheld by Nonprofiteer: this text may name a private individual.

    Expenses $237,790 · Grants $237,791

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.

Listed in Part VII

  • ABIGAIL RUIZ

    DIRECTOR

    Total calculated
    $151,855
    From this org
    $0
    From related orgs
    $123,373
    Other
    $28,482
    Hours/week
    0.5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $101,452 related
    Bonus
    $0 + $21,141 related
    Other
    $0 + $780 related
    Deferred
    $0 + $10,240 related
    Nontaxable benefits
    $0 + $18,242 related
    Filer's total
    $0 + $151,855 related

  • ADRIANA WELCH

    DIRECTOR

    Total calculated
    $474,339
    From this org
    $0
    From related orgs
    $442,090
    Other
    $32,249
    Hours/week
    0.5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $328,163 related
    Bonus
    $0 + $108,939 related
    Other
    $0 + $4,988 related
    Deferred
    $0 + $22,500 related
    Nontaxable benefits
    $0 + $9,749 related
    Filer's total
    $0 + $474,339 related

  • DAN MOORE

    DIRECTOR

    Total calculated
    $282,231
    From this org
    $0
    From related orgs
    $259,248
    Other
    $22,983
    Hours/week
    0.5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $203,968 related
    Bonus
    $0 + $52,770 related
    Other
    $0 + $2,510 related
    Deferred
    $0 + $20,451 related
    Nontaxable benefits
    $0 + $2,532 related
    Filer's total
    $0 + $282,231 related

  • JAANVI PARKHANI

    DIRECTOR

    Total calculated
    $187,773
    From this org
    $0
    From related orgs
    $147,127
    Other
    $40,646
    Hours/week
    0.5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $130,168 related
    Bonus
    $0 + $16,495 related
    Other
    $0 + $464 related
    Deferred
    $0 + $12,304 related
    Nontaxable benefits
    $0 + $28,342 related
    Filer's total
    $0 + $187,773 related

  • JENNIFER FOYER

    TREASURER

    Total calculated
    $140,126
    From this org
    $0
    From related orgs
    $114,788
    Other
    $25,338
    Hours/week
    1.5 + 40 related

  • JENNIFER JESKE

    VICE-CHAIR PERSON

    Total calculated
    $176,136
    From this org
    $0
    From related orgs
    $139,984
    Other
    $36,152
    Hours/week
    1.5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $129,997 related
    Bonus
    $0 + $6,536 related
    Other
    $0 + $3,451 related
    Deferred
    $0 + $7,352 related
    Nontaxable benefits
    $0 + $28,800 related
    Filer's total
    $0 + $176,136 related

  • KEISHA TAPPER

    DIRECTOR

    Total calculated
    $120,626
    From this org
    $0
    From related orgs
    $91,929
    Other
    $28,697
    Hours/week
    0.5 + 40 related

  • KIMBERLY BRIZUELA

    DIRECTOR

    Total calculated
    $112,769
    From this org
    $0
    From related orgs
    $89,140
    Other
    $23,629
    Hours/week
    0.5 + 40 related

  • LISA THOMPSON

    DIRECTOR

    Total calculated
    $375,109
    From this org
    $0
    From related orgs
    $336,402
    Other
    $38,707
    Hours/week
    0.5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $262,688 related
    Bonus
    $0 + $69,614 related
    Other
    $0 + $4,100 related
    Deferred
    $0 + $22,500 related
    Nontaxable benefits
    $0 + $16,207 related
    Filer's total
    $0 + $375,109 related

  • LY TRUONG

    DIRECTOR

    Total calculated
    $111,043
    From this org
    $0
    From related orgs
    $94,401
    Other
    $16,642
    Hours/week
    0.5 + 40 related

  • RALPH BAUTISTA

    DIRECTOR

    Total calculated
    $283,105
    From this org
    $0
    From related orgs
    $253,594
    Other
    $29,511
    Hours/week
    0.5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $200,875 related
    Bonus
    $0 + $51,186 related
    Other
    $0 + $1,533 related
    Deferred
    $0 + $19,811 related
    Nontaxable benefits
    $0 + $9,700 related
    Filer's total
    $0 + $283,105 related

  • SHANNON BRAMMER

    DIRECTOR

    Total calculated
    $122,088
    From this org
    $0
    From related orgs
    $85,531
    Other
    $36,557
    Hours/week
    0.5 + 40 related

  • STEPHEN BOYLE

    SECRETARY

    Total calculated
    $276,238
    From this org
    $0
    From related orgs
    $213,357
    Other
    $62,881
    Hours/week
    1.5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $181,586 related
    Bonus
    $0 + $28,945 related
    Other
    $0 + $2,826 related
    Deferred
    $0 + $17,564 related
    Nontaxable benefits
    $0 + $45,317 related
    Filer's total
    $0 + $276,238 related

  • TAMMY BRYANT-PORTER

    DIRECTOR

    Total calculated
    $133,138
    From this org
    $0
    From related orgs
    $100,414
    Other
    $32,724
    Hours/week
    0.5 + 40 related

  • TRACEY FLYNN

    CHAIR PERSON

    Total calculated
    $125,819
    From this org
    $0
    From related orgs
    $105,596
    Other
    $20,223
    Hours/week
    1.5 + 40 related

  • JESSIE MOSQUEDA

    DIRECTOR

    Total calculated
    $194,138
    From this org
    $0
    From related orgs
    $169,998
    Other
    $24,140
    Hours/week
    30 + 10 related

    Schedule J breakdown matched by us

    Base
    $0 + $144,675 related
    Bonus
    $0 + $24,663 related
    Other
    $0 + $660 related
    Deferred
    $0 + $13,794 related
    Nontaxable benefits
    $0 + $10,346 related
    Filer's total
    $0 + $194,138 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

None.

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 II, LINE 1:
AS A RELATED ENTITY OUTLINED IN SCHEDULE J, ALL MEMBERS OF THE FOUNDATION'S BOARD OF DIRECTORS AND FOUNDATION STAFF WILL HAVE COMPENSATION INFORMATION LISTED IN PART VII SECTION A. THE EXECUTIVE DIRECTOR MAINTAINED 70% OF HIS TIME AS EXECUTIVE DIRECTOR FOR WESCOM FOUNDATION AND 30% AS AN EMPLOYEE FOR WESCOM CENTRAL CREDIT UNION. THOUGH THE BOARD OF DIRECTORS SERVE ON A VOLUNTEER BASIS AND RECEIVE ZERO COMPENSATION FROM THE FOUNDATION, THEY ARE PAID EMPLOYEES OF A RELATED, TAX EXEMPT ENTITY AND, HENCE, DO NOT FALL UNDER THE VOLUNTEER EXCEPTION. AS SUCH, THE FOUNDATION IS REPORTING EACH BOARD MEMBER'S COMPENSATION RECEIVED FROM THE RELATED ORGANIZATION DURING THE TAX YEAR.

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

  • CHILDRENS MIRACLE NETWORK

    $128,840

    OUR MISSION IS TO INCREASE FUNDS AND AWARENESS FOR YOUR LOCAL CHILDREN'S HOSPITAL AND OTHER CHILDRENS MIRACLE NETWORK HOSPITALS.

  • HAWAII COMMUNITY FOUNDATION

    $76,961

    WE INSPIRE GENEROSITY, ADVOCATE FOR EQUITY, FORGE CONNECTIONS AND INVEST IN COMMUNITY TO CREATE A BETTER HAWAII.

  • NATIONAL CREDIT UNION FOUNDATION

    $76,961

    WE EXIST TO MAKE OUR MOVEMENT STRONGER. THE FOUNDATION INVESTS IN THE ADVANCEMENT OF CREDIT UNIONS WORK THROUGH GRANTS, EDUCATIONAL PROGRAMMING AND MORE.

  • MAUI FOOD BANK

    $76,961

    MAUI FOOD BANKS MISSION IS TO HELP THE HUNGRY IN MAUI COUNTY BY COLLECTING AND DISTRIBUTING FOOD THROUGH COMMUNITY PARTNERSHIPS.

  • THE UCLA FOUNDATION

    $58,250

    ACTIVELY PROMOTING PHILANTHROPY AND MANAGING DONATED RESOURCES FOR THE ADVANCEMENT OF UCLA.

  • USA FOR UNHCR

    $46,055

    USA FOR UNHCR PROTECTS REFUGEES AND EMPOWERS THEM WITH HOPE AND OPPORTUNITY.

  • INTERNATIONAL COMMITTEE OF THE RED CROSS

    $46,055

    THE WORK OF THE ICRC IS BASED ON THE GENEVA CONVENTIONS OF 1949, THEIR ADDITIONAL PROTOCOLS, ITS STATUTES AND THOSE OF THE INTERNATIONAL RED CROSS AND RED CRESCENT MOVEMENT AND THE RESOLUTIONS OF THE INTERNATIONAL CONFERENCES OF THE RED CROSS AND RED CRESCENT. THE ICRC IS AN INDEPENDENT, NEUTRAL ORGANIZATION ENSURING HUMANITARIAN PROTECTION AND ASSISTANCE FOR VICTIMS OF ARMED CONFLICT AND OTHER SITUATIONS OF VIOLENCE. IT TAKES ACTION IN RESPONSE TO EMERGENCIES AND AT THE SAME TIME PROMOTES RESPECT FOR INTERNATIONAL HUMANITARIAN LAW AND ITS IMPLEMENTATION IN NATIONAL LAW.

  • INTERNATIONAL RESCUE COMMITTEE

    $46,055

    THE MISSION OF THE IRC IS TO HELP PEOPLE WHOSE LIVES AND LIVELIHOODS ARE SHATTERED BY CONFLICT AND DISASTER TO SURVIVE, RECOVER AND GAIN CONTROL OF THEIR FUTURE.

  • SCHOOL ON WHEELS INC

    $45,352

    SINCE 1993, THE MISSION OF SCHOOL ON WHEELS HAS NEVER WAVERED: TO ENHANCE EDUCATIONAL OPPORTUNITIES FOR CHILDREN WHO ARE EXPERIENCING HOMELESSNESS FROM KINDERGARTEN THROUGH TWELFTH GRADE. OUR GOAL IS TO SHRINK THE GAPS IN THEIR LEARNING AND PROVIDE THEM WITH THE HIGHEST LEVEL OF EDUCATION POSSIBLE. OUR PROGRAM SERVES AS A CONSISTENT SUPPORT SYSTEM FOR OUR STUDENTS DURING A TIME OF GREAT STRESS AND FEAR.

  • UNION STATION HOMELESS SERVICES

    $45,000

    UNION STATION HOMELESS SERVICES RECOGNIZES THE INHERENT VALUE, DIGNITY, AND HUMANITY OF THE PEOPLE WE SERVE. TOGETHER, WITH THEM, WE WORK TO END HOMELESSNESS THROUGH HOUSING SOLUTIONS, SUPPORTIVE SERVICES, AND CONNECTION TO COMMUNITY. WE ADVOCATE FOR EQUITABLE AND JUST SYSTEMS THAT ENSURE ALL INDIVIDUALS AND FAMILIES WILL HAVE A SAFE PLACE THEY CAN CALL HOME.

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
31 July 2024
IRS schema version
2023v5.1
Source object
202422359349300237

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

The source document this was parsed from is served over the API, which is where bulk and document access live.