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Nonprofiteer
← MARGUERITE CASEY ACTION FUND

Form 990 for tax year 2022

Filed by MARGUERITE CASEY ACTION FUND.

Totals

Total revenue
$950,000
Total expenses
$376,228
Contributions and grants received
$950,000
Grants paid
$0
Program service revenue
$0
Investment income
$0
Other revenue
$0
Total assets, end of year
$639,020
Total liabilities, end of year
$65,248
Net assets or fund balances, end of year
$573,772
Program services expenses (Part IX)
$227,500
Management and general expenses
$148,728
Fundraising expenses
$0
Program service expenses (Part III)
$227,500

Program services were 60.5% 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

    $950,000

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $15,692 · management and general $15,692

  • 7 · Other salaries and wages

    total $35,013 · management and general $35,013

  • 8 · Pension plan contributions

    total $5,000 · management and general $5,000

  • 9 · Other employee benefits

    total $4,161 · management and general $4,161

  • 11a · Fees: management

    total $16,070 · management and general $16,070

  • 11b · Fees: legal

    total $36,964 · management and general $36,964

  • 11c · Fees: accounting

    total $24,119 · management and general $24,119

  • 11g · Fees: other

    total $227,725 · program services $227,500 · management and general $225

  • 13 · Office expenses

    total $1,360 · management and general $1,360

  • 14 · Information technology

    total $2,936 · management and general $2,936

  • 16 · Occupancy

    total $7,188 · management and general $7,188

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $0 · end of year $639,020

  • 17 · Accounts payable and accrued expenses

    beginning of year $0 · end of year $54,288

  • 25 · Other liabilities

    beginning of year $0 · end of year $10,960

  • 27 · Net assets without donor restrictions

    beginning of year $0 · end of year $573,772

Mission and programs · 2022

Mission

THE MARGUERITE CASEY ACTION FUND IS ORGANIZED AND OPERATED FOR SOCIAL WELFARE PURPOSES, WHOSE MISSION IS TO DEVELOP AND ADVOCATE FOR LEGISLATION, REGULATIONS, AND GOVERNMENT PROGRAMS WHICH SUPPORT COMMUNITIES OF COLOR, FAMILIES, AND CHILDREN TO CREATE AND PROMOTE A MORE JUST, EQUITABLE, AND HEALTHY SOCIETY, AND TO DEVELOP, ESTABLISH, AND/OR FUND PROGRAMS THAT SUPPORT THE SAME.

  • ANTI-RACIST CEO'S GROUP PROGRAM: THE ANTI-RACIST CEO GROUP IS CONVENED BY THE MARGUERITE CASEY FOUNDATION, STUPSKI FOUNDATION, WALTER & ELISE HAAS FOUNDATION, WOODCOCK FOUNDATION, AND OTHER FOUNDATIONS AS A COMMUNITY OF PRACTICE. CEO'S OF PHILANTHROPIC INSTITUTIONS LEARN ABOUT LEADING PRACTICES, ENGAGE IN CHALLENGING CONVERSATIONS, AND DEVELOP A COMMON AGENDA IN SERVICE OF SUPPORTING ORGANIZATIONS BUILDING A JUST AND EQUITABLE SOCIETY.

    Expenses $227,500

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Carmen Rojas

    CEO & PRESIDENT

    Total calculated
    $15,692
    From this org
    $12,438
    From related orgs
    $0
    Other
    $3,254
    Hours/week
    0.25

  • Karla Monterroso

    CHAIR

    Total calculated
    $0
    Hours/week
    0.25

  • Raymond Foxworth

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.25

  • Megan Frances

    SECRETARY (THRU 11/22)

    Total calculated
    $0
    Hours/week
    0.25

  • Jakada Imani

    TREASURER

    Total calculated
    $0
    Hours/week
    0.25

  • Eddy Morales

    SECRETARY (FROM 11/22)

    Total calculated
    $0
    Hours/week
    0.25

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
11 November 2023
IRS schema version
2022v5.0
Source object
202313189349316781

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