- Revenue 2024
- $29,616,255
- Expenses 2024
- $26,281,880
Program services were 83.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 04
- Classification
- 1000
- Street
- 1611 TELEGRAPH AVE STE 504
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Officers and directors · 2024
As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
BARBARA MORRISON
PRESIDENT/CEO
- Total calculated
- $1,197,272
- From this org
- $1,073,212
- From related orgs
- $0
- Other
- $124,060
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $792,838
- Bonus
- $261,555
- Other
- $18,819
- Deferred
- $122,500
- Nontaxable benefits
- $1,560
- Filer's total
- $1,197,272
-
KELLY LAROCCA
VICE CHAIR (THRU 1/25)
- Total calculated
- $2,493
- From this org
- $2,493
- From related orgs
- $0
- Other
- $0
- Hours/week
- 0.1
-
DJ KURTZE
CHAIR
- Total calculated
- $3,600
- From this org
- $3,600
- From related orgs
- $0
- Other
- $0
- Hours/week
- 0.1
-
THOMAS CHAVEZ- TREASSEC
(THRU 1/25)VICE CHAIR(AS OF 2/25)
- Total calculated
- $1,800
- From this org
- $1,800
- From related orgs
- $0
- Other
- $0
- Hours/week
- 0.1
-
WILLIAM SOMMER- TREASURER
SECRETARY (AS OF 2/25)
- Total calculated
- $2,100
- From this org
- $2,100
- From related orgs
- $0
- Other
- $0
- Hours/week
- 0.1
-
ANSIE TING
BOARD MEMBER
- Total calculated
- $1,500
- From this org
- $1,500
- From related orgs
- $0
- Other
- $0
- Hours/week
- 0.1
-
KEITH MERKLIN
BOARD MEMBER
- Total calculated
- $1,050
- From this org
- $1,050
- From related orgs
- $0
- Other
- $0
- Hours/week
- 0.1
-
IAN MCDANIEL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.1
-
BRIAN FINNEGAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.1
-
DAVID HOFMANN
BOARD MEMBER
- Total calculated
- $3,000
- From this org
- $3,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 0.1
-
JENNIFER ELTINGE
BOARD MEMBER
- Total calculated
- $1,200
- From this org
- $1,200
- From related orgs
- $0
- Other
- $0
- Hours/week
- 0.1
-
STEVE POLLETT
BOARD MEMBER
- Total calculated
- $1,200
- From this org
- $1,200
- From related orgs
- $0
- Other
- $0
- Hours/week
- 0.1
-
JAMES CHEUNG
BOARD MEMBER
- Total calculated
- $1,524
- From this org
- $1,524
- From related orgs
- $0
- Other
- $0
- Hours/week
- 0.1
-
DANIEL FUJIMOTO
BOARD MEMBER
- Total calculated
- $3,000
- From this org
- $3,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 0.1
-
ARTUR WASHINGTON
BOARD MEMBER (THRU 1/25)
- Total calculated
- $2,100
- From this org
- $2,100
- From related orgs
- $0
- Other
- $0
- Hours/week
- 0.1
-
KURT CHAMBLISS
EXECUTIVE VP BUSINESS DEV.
- Total calculated
- $666,637
- From this org
- $624,921
- From related orgs
- $0
- Other
- $41,716
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $228,096
- Bonus
- $386,563
- Other
- $10,262
- Deferred
- $5,100
- Nontaxable benefits
- $36,616
- Filer's total
- $666,637
-
MIKE VANECEK
CFO/CIO
- Total calculated
- $490,878
- From this org
- $454,544
- From related orgs
- $0
- Other
- $36,334
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $319,344
- Bonus
- $131,322
- Other
- $3,878
- Deferred
- $2,500
- Nontaxable benefits
- $33,834
- Filer's total
- $490,878
-
GREGG MITCHELL
COO
- Total calculated
- $373,856
- From this org
- $357,740
- From related orgs
- $0
- Other
- $16,116
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $316,185
- Bonus
- $41,555
- Other
- $0
- Deferred
- $2,500
- Nontaxable benefits
- $13,616
- Filer's total
- $373,856
-
DEAN ALOE
BUS. DEV. OFFICER
- Total calculated
- $689,604
- From this org
- $651,101
- From related orgs
- $0
- Other
- $38,503
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $148,758
- Bonus
- $498,988
- Other
- $3,355
- Deferred
- $5,100
- Nontaxable benefits
- $33,403
- Filer's total
- $689,604
-
CHRIS BANE
BUS. DEV. OFFICER
- Total calculated
- $565,259
- From this org
- $534,872
- From related orgs
- $0
- Other
- $30,387
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $130,000
- Bonus
- $401,535
- Other
- $3,337
- Deferred
- $5,100
- Nontaxable benefits
- $25,287
- Filer's total
- $565,259
-
GEOFFREY MCGIVERN
BUS. DEV. OFFICER
- Total calculated
- $537,628
- From this org
- $503,212
- From related orgs
- $0
- Other
- $34,416
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $130,000
- Bonus
- $367,306
- Other
- $5,906
- Deferred
- $5,100
- Nontaxable benefits
- $29,316
- Filer's total
- $537,628
-
BRYCE FENNELL
BUS. DEV. OFFICER
- Total calculated
- $406,625
- From this org
- $377,957
- From related orgs
- $0
- Other
- $28,668
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $130,000
- Bonus
- $246,140
- Other
- $1,817
- Deferred
- $5,100
- Nontaxable benefits
- $23,568
- Filer's total
- $406,625
-
JAMES AZEVEDO
BUS. DEV. OFFICER
- Total calculated
- $409,411
- From this org
- $380,743
- From related orgs
- $0
- Other
- $28,668
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $135,000
- Bonus
- $239,683
- Other
- $6,060
- Deferred
- $5,100
- Nontaxable benefits
- $23,568
- Filer's total
- $409,411
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 — 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. Earlier years are each on their own filing page.
Filings
-
2024
- Revenue
- $29,616,255
- Expenses
- $26,281,880
- Contributions
- $0
- Grants paid
- $196,701
-
2023
- Revenue
- $24,303,783
- Expenses
- $23,926,074
- Contributions
- $0
- Grants paid
- $191,609
-
2022
- Revenue
- $21,879,934
- Expenses
- $21,499,419
- Contributions
- $0
- Grants paid
- $192,090
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Grants made
-
$175,000
2023 ASSISTANCE WITH ONLINE FINANCING
-
$175,000
2022 WORKING CAPITAL & GRANT PROGRAM
-
$175,000
2024 ASSISTANCE WITH ONLINE FINANCING
-
2022 GRANT PROGRAM
-
2023 SCHOLARSHIPS FOR BAY AREA WOMEN STUDYING FINANCE OR FINANCIAL SERVICES
-
2024 SCHOLARSHIPS FOR BAY AREA WOMEN STUDYING FINANCE OR FINANCIAL SERVICES
Grants received
No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Not present in the most recent drop.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.