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← CAREER TECHNICAL EDUCATION FOUNDATION SONOMA COUNTY

Form 990 for tax year 2023

Filed by CAREER TECHNICAL EDUCATION FOUNDATION SONOMA COUNTY.

What the amendment changed

Compared with the return it replaced , filed 22 February 2024. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total revenue
$433,070 changed to $2,798,209
Total expenses
$995,007 changed to $2,355,047
Contributions and grants received
$425,226 changed to $2,780,988
Grants paid
$197,644 changed to $868,852
Investment income
$7,844 changed to $16,021
Other revenue
$0 changed to $1,200
Total assets, end of year
$1,359,270 changed to $1,850,246
Total liabilities, end of year
$213,758 changed to $261,572
Net assets or fund balances, end of year
$1,145,512 changed to $1,588,674
Program services expenses
$869,740 changed to $1,892,306
Management and general expenses
$53,382 changed to $333,635
Fundraising expenses
$71,885 changed to $129,106
Program service expenses (Part III)
$869,740 changed to $1,892,306

Listed only on the earlier return

  • Katie Greaves
  • Luisa McInnis
  • Vince Figueroa

Listed only on the later return

  • George Duckworth Andriana
  • Jewell Brandon
  • Kelly Bass Seibel
  • Louis Ganzler
  • Luisa Beck
  • Merrilee Roscoe Alvarado

Listed under a different title

  • Elisabeth Wade: Secretary then Vice Chair
  • Lee Alderman: Chair then Director
  • Mark Soiland: Vice Chair then Chair
  • Priscilla Jaworski Quintanilla: Director then Secretary

Totals

Total revenue
$2,798,209
Total expenses
$2,355,047
Contributions and grants received
$2,780,988
Grants paid
$868,852
Program service revenue
$0
Investment income
$16,021
Other revenue
$1,200
Total assets, end of year
$1,850,246
Total liabilities, end of year
$261,572
Net assets or fund balances, end of year
$1,588,674
Program services expenses (Part IX)
$1,892,306
Management and general expenses
$333,635
Fundraising expenses
$129,106
Program service expenses (Part III)
$1,892,306

Program services were 80.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Mark Soiland

    Chair

    Total calculated
    $0
    Hours/week
    1.5
  • Elisabeth Wade

    Vice Chair

    Total calculated
    $0
    Hours/week
    1.5
  • Julianna Graham

    Treasurer

    Total calculated
    $0
    Hours/week
    1.5
  • Priscilla Jaworski Quintanilla

    Secretary

    Total calculated
    $0
    Hours/week
    1.5
  • Lee Alderman

    Director

    Total calculated
    $0
    Hours/week
    1.5
  • Cindy Gillespie

    Director

    Total calculated
    $0
    Hours/week
    1.5
  • Brad Davis

    Director

    Total calculated
    $0
    Hours/week
    1.5
  • Leyla Hashemi

    Director

    Total calculated
    $0
    Hours/week
    1.5
  • Luisa Beck

    Director

    Total calculated
    $0
    Hours/week
    1.5
  • Erica Torgerson

    Director

    Total calculated
    $0
    Hours/week
    1.5
  • Hector Velazquez

    Director

    Total calculated
    $0
    Hours/week
    1.5
  • Arif Virji

    Director

    Total calculated
    $0
    Hours/week
    1.5
  • Kelly Bass Seibel

    Director

    Total calculated
    $0
    Hours/week
    1.5
  • Louis Ganzler

    Director

    Total calculated
    $0
    Hours/week
    1.5
  • Merrilee Roscoe Alvarado

    Director

    Total calculated
    $0
    Hours/week
    1.5
  • Kathy Goodacre

    Chief Executive Officer

    Total calculated
    $191,152
    From this org
    $191,152
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $191,152
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $191,152
  • Leslie Simmons

    VP of Impact and Investments

    Total calculated
    $132,600
    From this org
    $132,600
    From related orgs
    $0
    Other
    $0
    Hours/week
    40
  • George Duckworth Andriana

    Director of Development and Marketing

    Total calculated
    $114,000
    From this org
    $114,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    40
  • Jewell Brandon

    Director of Student Experience

    Total calculated
    $101,500
    From this org
    $101,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

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

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

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2023
Filed
22 February 2024
IRS schema version
2023v5.1
Source object
202413559349300201

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

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