Instrumentl eFile Render
Object ID: 201810469349302201 - Rendered 2024-05-06
TIN: 94-1312348
Form
990
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private
foundations)
Do not enter social security numbers on this form as it may be made public.
Information about Form 990 and its instructions is at
www.IRS.gov/form990
.
OMB No. 1545-0047
20
16
Open to Public Inspection
A
For the 2016 calendar year, or tax year beginning
07-01-2016
, and ending
06-30-2017
B
Check if applicable:
Address change
Name change
Initial return
Final return/terminated
Amended return
Application pending
C
Name of organization
United Way of the Bay Area
Doing business as
Number and street (or P.O. box if mail is not delivered to street address)
550 Kearny St No 1000
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
San Francisco
,
CA
94108
D Employer identification number
94-1312348
E Telephone number
G
Gross receipts $
46,381,377
F
Name and address of principal officer:
Anne Wilson
550 Kearny St No 1000
San Francisco
,
CA
94108
I
Tax-exempt status:
501(c)(3)
501(c)
(
)
(insert no.)
4947(a)(1)
or
527
J
Website:
WWW.UWBA.ORG
H(a)
Is this a group return for
subordinates?
Yes
No
H(b)
Are all subordinates
included?
Yes
No
If "No," attach a list. (see instructions)
H(c)
Group exemption number
K
Form of organization:
Corporation
Trust
Association
Other
L
Year of formation:
1922
M
State of legal domicile:
CA
Part I
Summary
1
Briefly describe the organization’s mission or most significant activities:
To be the catalyst that enables people to strengthen their communities by investing in one another.
2
Check this box
3
Number of voting members of the governing body (Part VI, line 1a)
........
3
37
4
Number of independent voting members of the governing body (Part VI, line 1b)
.....
4
37
5
Total number of individuals employed in calendar year 2016 (Part V, line 2a)
......
5
90
6
Total number of volunteers (estimate if necessary)
.............
6
3,684
7a
Total unrelated business revenue from Part VIII, column (C), line 12
........
7a
0
b
Net unrelated business taxable income from Form 990-T, line 34
.........
7b
0
Prior Year
Current Year
8
Contributions and grants (Part VIII, line 1h)
.........
33,624,151
43,337,952
9
Program service revenue (Part VIII, line 2g)
.........
437,484
692,981
10
Investment income (Part VIII, column (A), lines 3, 4, and 7d )
....
139,751
724,925
11
Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)
-90,986
176,612
12
Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)
34,110,400
44,932,470
13
Grants and similar amounts paid (Part IX, column (A), lines 1–3 )
...
21,706,299
25,538,363
14
Benefits paid to or for members (Part IX, column (A), line 4)
.....
0
0
15
Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)
7,494,816
8,330,641
16a
Professional fundraising fees (Part IX, column (A), line 11e)
.....
0
0
b
Total fundraising expenses (Part IX, column (D), line 25)
2,893,350
17
Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)
....
4,927,808
5,583,850
18
Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)
34,128,923
39,452,854
19
Revenue less expenses. Subtract line 18 from line 12
.......
-18,523
5,479,616
Beginning of Current Year
End of Year
20
Total assets (Part X, line 16)
.............
21,904,216
28,941,570
21
Total liabilities (Part X, line 26)
.............
13,423,575
12,607,696
22
Net assets or fund balances. Subtract line 21 from line 20
.....
8,480,641
16,333,874
Part II
Signature Block
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Signature of officer
Date
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
Check
if
self-employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions)
..........
Yes
No
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form
990
(2016)
Form 990 (2016)
Page
2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III
..............
1
Briefly describe the organization’s mission:
To be the catalyst that enables people to strengthen their communities by investing in one another.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ?
.....................
Yes
No
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services?
...........................
Yes
No
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a
(Code:
) (Expenses $
22,407,318
including grants of $
21,272,627
) (Revenue $
692,981
)
Gross Funds Awarded/allocated to agencies
4b
(Code:
) (Expenses $
5,919,366
including grants of $
2,886,918
) (Revenue $
0
)
Economic SuccessSparkPoint has served more than 24,000 individuals since launching SparkPoint Oakland in 2009, and 3,200 clients in the last year alone. More than 80% of our clients are seeing 5% or better progress on their income, savings, credit or debt; and more than 70% of our clients are seeing 30% or more progress.SparkPoint Centers offer an array of services in one convenient location for a person or family trying to move out of poverty, including financial coaching on budgeting and savings, credit and debt management, career or education counseling, screening for public benefits, and others./ SparkPoint aims to have clients move from poverty to economic success by (1) increasing income; (2) reducing debt; (3) increasing credit scores; and (4) increasing savings. The SparkPoint regional network includes more than 75 outstanding partner organizations across the Bay Area.Recently SparkPoint has expanded work into Community Colleges and Community Schools. SparkPoint in Community Schools takes a Two-Generation Approach to improve the immediate and long-term financial stability of parents while ensuring that children are healthy and supported at school. This disrupts the cycle of poverty so that entire families can succeed now and far into the future.SparkPoint also recognizes that a good education, marketable skills, and ood job are needed to lift someone out of poverty. Through the expansion into Community Colleges, centers align their strongest programmatic assets to improve the school to career pathway for low-income students. They ensure that students know more about available career and education options, including post-secondary job training and certificate and degree programs. SparkPoint ensures that students start and remain on a path toward a good job through wrap around support services. UWBA's strong relationships with major employers across various sectors, provide students with access to work based learning opportunities and jobs.FY17 Highlights include:-315 clients achieved self-sufficient income-717 clients achieved at least one element prosperity: self-sufficient income, 3 months savings, 700 credit score, no revolving debt-The regional network has placed 591 clients in jobs, and has an average hourly wage of $20.33Earn It! Keep It! Save It! (EKS) is a UWBA-led coalition of partners that prepares tax returns for free, ensuring low- to moderate-income families get the refunds and credits for which they are eligible. During the 2017 tax season, 2,800 volunteers prepared more than 72,200 returns and brought back over $75million in refunds. Additionally, $22 million of those refunds was in Earned Income Tax Credit (EITC). EITC goes to the poorest, most vulnerable Bay Area households and has been identified by poverty-fighting experts as one of the most effective programs nationally, lifting millions of people above the federal poverty level every year. Families use their refunds primarily to pay bills, rent, and to buy food or clothes. Through its tax preparation efforts, EKS provides resources to meet basic needs, which is critical to ending the cycle of poverty in the Bay Area. EKS has 200 locations in eight counties, several are located at SparkPoint Centers. In addition to preparing tax returns, EKS uses the tax preparation session as a moment to offer low-income families the opportunity to increase their savings.
4c
(Code:
) (Expenses $
1,469,094
including grants of $
301,000
) (Revenue $
0
)
Jobs+United Way's Jobs+ program helps prepare low-income youth and young adults (age 16-24) to become the 21st century workforce for employers in San Francisco and across the Bay Area. Connecting business, government, schools, nonprofits and youth, Jobs+ helps young people get job training and work experience, plan career paths, and become motivated to finish high school and go on to college or postsecondary training. Jobs+ primary focus is Youth Jobs+, a partnership with San Francisco Mayor Ed Lee, community partners and employers. Since its inception as Summer Jobs+ in 2012, the initiative has served over 19,000 youth in San Francisco. Last year, 7,000 youth were serve a part of the Mayor's Summer Job Challenge in San Francisco alone. Within the next several years, Jobs+ expects to expand into more counties served by United Way Bay Area.
(Code:
) (Expenses $
2,742,689
including grants of $
1,077,818
) (Revenue $
0
)
Other Programs like United Ways around the country, UWBA manages the local activities of the federal Emergency Food and Shelter Program (EFSP), which distributes federal funds to local programs that feed and provide shelter to people in need. In FY17 UWBA distributed approximately $1,572,000 to food and housing programs in 7 of our 8 Bay Area counties through the Emergency Food and Shelter ProgramLabor Community Services The long-standing Labor-United Way Partnership combines the power of more than 12.5 million working families and their communities toward a shared vision where all have the opportunity to reach their highest potential. Locally, UWBA's Labor Community Services program continued its essential role of assisting people in poverty through direct provision of community services and policy advocacy. In FY17, our labor liaisons in three counties (San Mateo, San Francisco, and Contra Costa) provided hardship assistance to over 800 individuals including housing, health, utilities, job access issues, and other emergencies. The liaisons also worked closely with United Way's other programs, helping to refer potential clients to EKS, 211 and SparkPoint. They focused on key issues such as strengthening the safety net for immigrant families, including co-hosting an immigrant worker rights training sponsored by the California Labor Federation, and in San Francisco providing one stop legal and wraparound services to immigrant union members and their families. Our labor liaison in San Mateo coordinated a pre-apprenticeship program in the construction sector that resulted in 95 apprenticeships and job placements. The labor liaison in Contra Costa ran an EKS site and filed over 160 tax returns.Public Policy United Way Bay Area recognizes that in order to achieve our goal of ending the cycle of poverty in our community, we must advance public policies that support our mission. UWBA's Public Policy team influences policy and engages in advocacy at all levels of government, at the federal and state levels, and locally in our eight-county service area (Alameda, Contra Costa, Marin, Napa, San Francisco, San Mateo, Santa Clara, and Solano). In addition, we provide advocacy support to state and federal issues important to the United Way system. In FY17, we added housing to our policy agenda, endorsed bond measures in Alameda and Santa Clara counties, and organized phonebanks to educate voters on the measures and ask for their support both measures passed with 2/3 voter approval to generate $1.5 billion for affordable housing. On the issue of health, together with our coalition partners in Contra Costa County, we successfully advocated to expand Contra Costa CARES, a county health program that provides coverage to the uninsured adult population, including undocumented immigrants. The program will now be able to cover 4,400 uninsured adults in Contra Costa County. We achieved another key win for working families with a significant expansion of the California State Earned Income Tax Credit. Self-employed workers will now be eligible for the tax credit during next year's tax season, and the maximum income threshold for parents with two or more children will be lifted from $14,000 to $22,000/year.Finally, UWBA has formed a coalition called Rise Together, comprising nearly 300 leading institutions that have come together to cut poverty in half in the Bay Area by 2020. Launched by UWBA in 2012, Rise Together continues to stand out as a pivotal regional strategy through a collective impact approach. In the last four years, Rise Together has: given grants to local leaders and partnerships who are fighting poverty; selectively engaged on key policy issues; hosted major events to showcase the issues and solutions of poverty; and won an award from the National Association of Counties. UWBA serves as the backbone organization and helps the partners select and implement key initiatives. Partners include political and faith leaders, businesses, nonprofits, government, academia, media and others.211 Initiative211 is a free, easy-to-remember phone number and web resource that anyone can call for information and referral to resources. Last year, UWBA and its partner call centers in eight Bay Area counties responded to approximately144,000 calls. More than half of these requests came from those requesting help with poverty/basic needs issues such as food, jobs and shelter.In addition to daily information and referral, 211 is a critical resource for disasters. In recent years, 211 has been available for responses to an earthquake, floods, and major fires. We have launched a new guided search website and 2-way texting to increase accessibility.
4d
Other program services (Describe in Schedule O.)
(Expenses $
2,742,689
including grants of $
1,077,818
) (Revenue $
0
)
4e
Total program service expenses
32,538,467
Form
990
(2016)
Form 990 (2016)
Page
3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?
If "Yes," complete Schedule A
.....................
1
Yes
2
Is the organization required to complete
Schedule B, Schedule of Contributors
(see instructions)?
...
2
Yes
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office?
If "Yes," complete Schedule C, Part I
.............
3
No
4
Section 501(c)(3) organizations.
Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year?
If "Yes," complete Schedule C, Part II
..............
4
Yes
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19?
If "Yes," complete Schedule C, Part III
.................
5
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts?
If "Yes," complete Schedule D, Part I
..................
6
Yes
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures?
If "Yes," complete Schedule D, Part II
...
7
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets?
If "Yes," complete Schedule D, Part III
.............
8
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services?
If "Yes," complete Schedule D, Part IV
..............
9
Yes
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments?
If "Yes," complete Schedule D, Part V
......
10
Yes
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.
...................
11a
Yes
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16?
If "Yes," complete Schedule D, Part VII
.......
11b
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16?
If "Yes," complete Schedule D, Part VIII
.......
11c
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16?
If "Yes," complete Schedule D, Part IX
............
11d
No
e
Did the organization report an amount for other liabilities in Part X, line 25?
If "Yes," complete Schedule D, Part X
11e
No
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)?
If "Yes," complete Schedule D, Part X
11f
Yes
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII
.................
12a
Yes
b
Was the organization included in consolidated, independent audited financial statements for the tax year?
If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional
12b
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)?
If "Yes," complete Schedule E
13
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?
.....
14a
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more?
If "Yes," complete Schedule F, Parts I and IV
.........
14b
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization?
If “Yes,” complete Schedule F, Parts II and IV
.....
15
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals?
If “Yes,” complete Schedule F, Parts III and IV
...
16
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e?
If "Yes," complete Schedule G, Part I
(see instructions)
....
17
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a?
If "Yes," complete Schedule G, Part II
............
18
Yes
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a?
If "Yes," complete Schedule G, Part III
...................
19
No
Form
990
(2016)
Form 990 (2016)
Page
4
Part IV
Checklist of Required Schedules
(continued)
Yes
No
20a
Did the organization operate one or more hospital facilities?
If "Yes," complete Schedule H
....
20a
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1?
If “Yes,” complete Schedule I, Parts I and II
.....
21
Yes
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2?
If “Yes,” complete Schedule I, Parts I and III
........
22
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees?
If "Yes," complete Schedule J
.......................
23
Yes
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002?
If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a
...............
24a
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?
...
24b
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?
...............
24c
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?
...
24d
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations.
Did the organization engage in an excess benefit transaction with a disqualified person during the year?
If "Yes," complete Schedule L, Part I
............
25a
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ?
If "Yes," complete Schedule L, Part I
...................
25b
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons?
If "Yes," complete Schedule L, Part II
................
26
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons?
If "Yes," complete Schedule L, Part III
.........
27
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee?
If "Yes," complete Schedule L,
Part IV
........................
28a
No
b
A family member of a current or former officer, director, trustee, or key employee?
If "Yes," complete Schedule L, Part IV
.....................
28b
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner?
If "Yes," complete Schedule L, Part IV
...
28c
No
29
Did the organization receive more than $25,000 in non-cash contributions?
If "Yes," complete Schedule M
..
29
Yes
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions?
If "Yes," complete Schedule M
.............
30
No
31
Did the organization liquidate, terminate, or dissolve and cease operations?
If "Yes," complete Schedule N, Part I
.
31
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?
If "Yes," complete Schedule N, Part II
...........
32
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3?
If "Yes," complete Schedule R, Part I
........
33
No
34
Was the organization related to any tax-exempt or taxable entity?
If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1
.........................
34
No
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)?
If "Yes," complete Schedule R, Part V, line 2
...
35b
36
Section 501(c)(3) organizations.
Did the organization make any transfers to an exempt non-charitable related organization?
If "Yes," complete Schedule R, Part V, line 2
.............
36
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes?
If "Yes," complete Schedule R, Part VI
37
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19?
Note.
All Form 990 filers are required to complete Schedule O.
............
38
Yes
Form
990
(2016)
Form 990 (2016)
Page
5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V
...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable
..
1a
24
b
Enter the number of Forms W-2G included in line 1a.
Enter -0-
if not applicable
.
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners?
..................
1c
Yes
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return
..................
2a
90
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note.
If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?
...
3a
No
b
If “Yes,” has it filed a Form 990-T for this year?
If “No” to line 3b, provide an explanation in Schedule O
...
3b
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?
..
4a
No
b
If "Yes," enter the name of the foreign country:
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?
..
5a
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T?
............
5c
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?
...
6a
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?
......................
6b
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?
....................
7a
Yes
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?
.....
7b
Yes
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?
.........................
7c
No
d
If "Yes," indicate the number of Forms 8282 filed during the year
....
7d
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
..
7f
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?
......................
7g
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?
..........................
7h
8
Sponsoring organizations maintaining donor advised funds.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?
.........................
8
No
9a
Did the sponsoring organization make any taxable distributions under section 4966?
...
9a
No
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?
...
9b
No
10
Section 501(c)(7) organizations.
Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12
...
10a
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
11
Section 501(c)(12) organizations.
Enter:
a
Gross income from members or shareholders
.........
11a
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.)
..........
11b
12a
Section 4947(a)(1) non-exempt charitable trusts.
Is the organization filing Form 990 in lieu of Form 1041?
12a
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note.
See the instructions for additional information the organization must report on Schedule O.
13a
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans
....
13b
c
Enter the amount of reserves on hand
............
13c
14a
Did the organization receive any payments for indoor tanning services during the tax year?
.....
14a
No
b
If "Yes," has it filed a Form 720 to report these payments?
If "No," provide an explanation in Schedule O
..
14b
Form
990
(2016)
Form 990 (2016)
Page
6
Part VI
Governance, Management, and Disclosure
For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines
8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI
..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
37
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
37
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee?
.................
2
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person?
.
3
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
...........................
4
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets?
.
5
No
6
Did the organization have members or stockholders?
................
6
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body?
....................
7a
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body?
...................
7b
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body?
.......................
8a
Yes
b
Each committee with authority to act on behalf of the governing body?
............
8b
Yes
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address?
If "Yes," provide the names and addresses in Schedule O
.......
9
No
Section B. Policies
(
This Section B requests information about policies not required by the Internal Revenue Code.
)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates?
............
10a
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form?
............................
11a
Yes
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990.
.....
12a
Did the organization have a written conflict of interest policy?
If "No," go to line 13
.......
12a
Yes
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts?
..........................
12b
Yes
c
Did the organization regularly and consistently monitor and enforce compliance with the policy?
If "Yes," describe in Schedule O how this was done
...................
12c
Yes
13
Did the organization have a written whistleblower policy?
...............
13
Yes
14
Did the organization have a written document retention and destruction policy?
.........
14
Yes
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official
...........
15a
Yes
b
Other officers or key employees of the organization
................
15b
Yes
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year?
......................
16a
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements?
............
16b
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filed
CA
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
Own website
Another's website
Upon request
Other (explain in Schedule O)
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
Joan Catherine Braun
550 Kearny St 1000
San Francisco
,
CA
94108
(415) 808-4465
Form
990
(2016)
Form 990 (2016)
Page
7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII
..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a
Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
List all of the organization’s
current
officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.
List all of the organization’s
current
key employees, if any. See instructions for definition of "key employee."
List the organization’s five
current
highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.
List all of the organization’s
former
officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.
List all of the organization’s
former directors or trustees
that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.
List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
(1)
Allaire Kiwoba
......................................................................
Director at Large
0.10
.................
X
0
0
0
(2)
Baker Margaret
......................................................................
Chair, Audit Committee
0.80
.................
X
0
0
0
(3)
Blaylock Adam
......................................................................
Director at Large
1.00
.................
X
0
0
0
(4)
Branch Michelle
......................................................................
Director at Large
2.00
.................
X
0
0
0
(5)
Breber Pierre
......................................................................
Chair, Reg. Impact & Growth Council
0.50
.................
X
0
0
0
(6)
Cerussi Richard
......................................................................
Chair, Public Policy Committee
0.50
.................
X
0
0
0
(7)
Detweiler Charmaine
......................................................................
Treasurer
2.00
.................
X
X
0
0
0
(8)
Dillon Michael
......................................................................
Director at Large
0.30
.................
X
0
0
0
(9)
Earley Jr Anthony
......................................................................
Director at Large
1.50
.................
X
0
0
0
(10)
Eckhardt Michael
......................................................................
Director at Large
0.30
.................
X
0
0
0
(11)
Foley Jim
......................................................................
Chair, Engagement Committee
0.80
.................
X
0
0
0
(12)
Heacock David
......................................................................
Assistant Secretary
2.00
.................
X
X
0
0
0
(13)
Herbert III James
......................................................................
Director at Large
0.20
.................
X
0
0
0
(14)
Johnson Kevin
......................................................................
Director at Large
0.20
.................
X
0
0
0
(15)
Ko Amy
......................................................................
Director at Large
0.80
.................
X
0
0
0
(16)
Lang Matthew
......................................................................
Director at Large
0.50
.................
X
0
0
0
(17)
Laymon Joe
......................................................................
Director at Large
0.30
.................
X
0
0
0
Form
990
(2016)
Form 990 (2016)
Page
8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
(continued)
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
(18)
Lee Daniel
........................................................................
Director at Large
1.50
.......................
X
0
0
0
(19)
Leibowitz Tom
........................................................................
Director at Large
0.80
.......................
X
0
0
0
(20)
Lichtenstein Noah
........................................................................
Director at Large
0.50
.......................
X
0
0
0
(21)
Matuszak Gary
........................................................................
Vice Chair, Audit Committee
0.80
.......................
X
0
0
0
(22)
Miley Sandra
........................................................................
Director at Large
0.30
.......................
X
0
0
0
(23)
Mok Anna
........................................................................
Chair, Governance Committee
0.80
.......................
X
0
0
0
(24)
Needles Josh
........................................................................
Director at Large (Thru 4/30/17)
0.10
.......................
X
0
0
0
(25)
Olson James
........................................................................
Secretary
2.00
.......................
X
X
0
0
0
(26)
Paulson Timothy
........................................................................
Labor Liaison
0.50
.......................
X
0
0
0
(27)
Peyton Ronald
........................................................................
Director at Large
0.80
.......................
X
0
0
0
(28)
Remstedt Lawrence
........................................................................
Director at Large
0.50
.......................
X
0
0
0
(29)
Rodriguez Raul
........................................................................
Director at Large
0.80
.......................
X
0
0
0
(30)
Rogers Matt
........................................................................
Director at Large
0.50
.......................
X
0
0
0
(31)
Sutherland Susan
........................................................................
Immediate Past Chair
0.50
.......................
X
0
0
0
(32)
Tennyson Sherry
........................................................................
Director at Large
0.30
.......................
X
0
0
0
(33)
Walker Robert
........................................................................
Director at Large
0.20
.......................
X
0
0
0
(34)
Walker Loretta
........................................................................
Chair
6.00
.......................
X
X
0
0
0
(35)
Weinstein Laurie
........................................................................
Director at Large
0.50
.......................
X
0
0
0
(36)
Wilhelm Julia
........................................................................
Director at Large
0.50
.......................
X
0
0
0
(37)
Wohl Jeffrey
........................................................................
Gen. Counsel & Chief Ethics Officer
1.00
.......................
X
X
0
0
0
(38)
Wymer Michele
........................................................................
Director at Large
0.20
.......................
X
0
0
0
(39)
Wilson Anne
........................................................................
Chief Executive Officer
55.00
.......................
X
310,446
0
198,485
(40)
McDonnell Eric
........................................................................
Chief Operating Officer
55.00
.......................
X
247,888
0
53,693
(41)
Braun Joan
........................................................................
Chief Finance & Admin Officer
55.00
.......................
X
192,787
0
40,632
(42)
Nicely Kathleen
........................................................................
Chief Development Officer
37.50
.......................
X
232,449
0
20,836
(43)
Hyde Randy
........................................................................
Senior VP Marketing
37.50
.......................
X
140,182
0
16,223
(44)
Chamorro Amalia
........................................................................
VP, Community Investment
37.50
.......................
X
108,346
0
23,158
(45)
Kukovic Lidiya
........................................................................
VP, Controller
37.50
.......................
X
117,531
0
24,662
(46)
Schaver John
........................................................................
VP, Information Technology
37.50
.......................
X
121,214
0
63,518
(47)
Tam Tse Ming
........................................................................
VP, Community Investment
37.50
.......................
X
168,866
0
24,063
1b
Sub-Total
................
c
Total from continuation sheets to Part VII, Section A
....
d
Total (add lines 1b and 1c)
...........
1,639,709
0
465,270
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization
10
Yes
No
3
Did the organization list any
former
officer, director or trustee, key employee, or highest compensated employee on line 1a?
If "Yes," complete Schedule J for such individual
..............
3
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000?
If "Yes," complete Schedule J for such
individual
...........................
4
Yes
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization?
If "Yes," complete Schedule J for such person
........
5
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
Interface Children Family Services
4001 Mission Oaks Blvd Ste I
Camarillo
,
CA
93012
Consulting Services
713,133
LanXpert Corporation dba Intivix
605 Market Street Suite 410
San Francisco
,
CA
94105
IT Consulting
177,256
Nelson Staffing
P O Box 49195
San Jose
,
CA
951619195
Temporary Employment Agency
138,493
Japanese Community Youth Council
2012 Pine Street
San Francisco
,
CA
94115
Consulting Services
128,479
Moss Adams LLP
P O Box 101822
Pasadena
,
CA
911891822
Accounting
120,539
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization
5
Form
990
(2016)
Form 990 (2016)
Page
9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII
.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512-514
1a
Federated campaigns
..
1a
b
Membership dues
..
1b
c
Fundraising events
..
1c
115,950
d
Related organizations
1d
e
Government grants (contributions)
1e
1,101,775
f
All other contributions, gifts, grants, and similar amounts not included above
1f
42,120,227
g
Noncash contributions included
in lines 1a-1f:$
545,137
h Total.
Add lines 1a-1f
.......
43,337,952
Business Code
2a
Pledge Processing Fees
900099
448,850
448,850
b
Consulting Fee Income
900099
225,731
225,731
c
Office Space Rental
900099
18,400
18,400
d
e
f
All other program service revenue .
g
Total.
Add lines 2a–2f
....
692,981
3
Investment income (including dividends, interest, and other
similar amounts)
......
270,836
270,836
4
Income from investment of tax-exempt bond proceeds
5
Royalties
...........
(ii) Personal
(i) Real
6a
Gross rents
143,163
b
Less: rental expenses
0
c
Rental income or (loss)
143,163
d
Net rental income or (loss)
......
143,163
143,163
(ii) Other
(i) Securities
7a
Gross amount from sales of assets other than inventory
31,280
1,849,355
b
Less: cost or other basis and sales expenses
31,280
1,395,266
c
Gain or (loss)
0
454,089
d
Net gain or (loss)
.....
454,089
454,089
8a
Gross income from fundraising events (not including $
115,950
of contributions reported on line 1c).
See Part IV, line 18
....
a
55,810
b
Less: direct expenses
...
b
22,361
c
Net income or (loss) from fundraising events
..
33,449
33,449
9a
Gross income from gaming activities.
See Part IV, line 19
...
a
b
Less: direct expenses
...
b
c
Net income or (loss) from gaming activities
..
10a
Gross sales of inventory, less
returns and allowances
..
a
b
Less: cost of goods sold
..
b
c
Net income or (loss) from sales of inventory
..
Business Code
Miscellaneous Revenue
11a
b
c
d
All other revenue
....
e
Total.
Add lines 11a–11d
......
12
Total revenue.
See Instructions.
.....
44,932,470
692,981
0
901,537
Form
990
(2016)
Form 990 (2016)
Page
10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).
Check if Schedule O contains a response or note to any line in this Part IX
..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service
expenses
(C)
Management and
general expenses
(D)
Fundraising
expenses
1
Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21
25,538,363
25,538,363
2
Grants and other assistance to domestic individuals. See Part IV, line 22
3
Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, line 15 and 16.
4
Benefits paid to or for members
5
Compensation of current officers, directors, trustees, and key employees
....
1,058,362
271,914
529,489
256,959
6
Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)
....
7
Other salaries and wages
5,161,919
2,864,026
1,281,965
1,015,928
8
Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions)
....
584,949
271,377
195,353
118,219
9
Other employee benefits
.......
1,109,647
575,933
320,557
213,157
10
Payroll taxes
...........
415,764
205,455
130,489
79,820
11
Fees for services (non-employees):
a
Management
......
b
Legal
.........
c
Accounting
...........
161,789
161,789
d
Lobbying
...........
e
Professional fundraising services.
See Part IV, line 17
f
Investment management fees
......
75,623
75,623
g
Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)
1,725,725
1,095,602
326,738
303,385
12
Advertising and promotion
....
374,291
317,540
31,609
25,142
13
Office expenses
.......
426,737
104,370
191,204
131,163
14
Information technology
......
15
Royalties
..
16
Occupancy
...........
1,501,026
642,296
458,413
400,317
17
Travel
............
127,228
74,793
23,171
29,264
18
Payments of travel or entertainment expenses for any federal, state, or local public officials
.
19
Conferences, conventions, and meetings
....
486,572
255,632
92,331
138,609
20
Interest
...........
21
Payments to affiliates
.......
336,382
139,699
103,692
92,991
22
Depreciation, depletion, and amortization
..
358,029
176,006
95,786
86,237
23
Insurance
...
24
Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a
b
c
d
e
All other expenses
10,448
5,461
2,828
2,159
25
Total functional expenses.
Add lines 1 through 24e
39,452,854
32,538,467
4,021,037
2,893,350
26
Joint costs.
Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation.
Check here
if following SOP 98-2 (ASC 958-720).
Form
990
(2016)
Form 990 (2016)
Page
11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX
..............
(A)
Beginning of year
(B)
End of year
1
Cash–non-interest-bearing
........
848,161
1
3,613,595
2
Savings and temporary cash investments
.........
225,416
2
263,205
3
Pledges and grants receivable, net
......
9,309,292
3
10,358,467
4
Accounts receivable, net
.............
4
5
Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L
.............
5
6
Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
..............
6
7
Notes and loans receivable, net
....
7
8
Inventories for sale or use
........
8
9
Prepaid expenses and deferred charges
......
185,179
9
225,151
10a
Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D
10a
2,270,986
b
Less: accumulated depreciation
10b
1,749,968
680,163
10c
521,018
11
Investments—publicly traded securities
.
10,549,957
11
13,640,720
12
Investments—other securities. See Part IV, line 11
.....
12
80,000
13
Investments—program-related. See Part IV, line 11
..
13
14
Intangible assets
...............
14
15
Other assets. See Part IV, line 11
...........
106,048
15
239,414
16
Total assets.
Add lines 1 through 15 (must equal line 34)
...
21,904,216
16
28,941,570
17
Accounts payable and accrued expenses
.....
7,290,538
17
5,657,198
18
Grants payable
...
2,693,376
18
3,832,355
19
Deferred revenue
.........
689,661
19
618,143
20
Tax-exempt bond liabilities
.........
20
21
Escrow or custodial account liability.
Complete Part IV of Schedule D
21
22
Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons.
Complete Part II of Schedule L
..
22
23
Secured mortgages and notes payable to unrelated third parties
..
2,750,000
23
2,500,000
24
Unsecured notes and loans payable to unrelated third parties
..
24
25
Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24).
Complete Part X of Schedule D
25
26
Total liabilities.
Add lines 17 through 25
..
13,423,575
26
12,607,696
Organizations that follow SFAS 117 (ASC 958),
check here
and complete lines 27 through 29, and lines 33 and 34.
27
Unrestricted net assets
867,124
27
7,272,860
28
Temporarily restricted net assets
...........
3,719,742
28
5,165,939
29
Permanently restricted net assets
3,893,775
29
3,895,075
Organizations that do not follow SFAS 117 (ASC 958),
check here
and complete lines 30 through 34.
30
Capital stock or trust principal, or current funds
.....
30
31
Paid-in or capital surplus, or land, building or equipment fund
...
31
32
Retained earnings, endowment, accumulated income, or other funds
32
33
Total net assets or fund balances
...........
8,480,641
33
16,333,874
34
Total liabilities and net assets/fund balances
........
21,904,216
34
28,941,570
Form
990
(2016)
Form 990 (2016)
Page
12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI
..............
1
Total revenue (must equal Part VIII, column (A), line 12)
............
1
44,932,470
2
Total expenses (must equal Part IX, column (A), line 25)
............
2
39,452,854
3
Revenue less expenses. Subtract line 2 from line 1
..............
3
5,479,616
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A))
..
4
8,480,641
5
Net unrealized gains (losses) on investments
...............
5
706,895
6
Donated services and use of facilities
.................
6
7
Investment expenses
.....................
7
8
Prior period adjustments
.....................
8
9
Other changes in net assets or fund balances (explain in Schedule O)
........
9
1,666,722
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
16,333,874
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII
.............
Yes
No
1
Accounting method used to prepare the Form 990:
Cash
Accrual
Other
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
Separate basis
Consolidated basis
Both consolidated and separate basis
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
Separate basis
Consolidated basis
Both consolidated and separate basis
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight
of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
No
b
If "Yes," did the organization undergo the required audit or audits?
If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Form
990
(2016)
Form 990 (2016)
Additional Data
Software ID:
Software Version:
Form 990, Special Condition Description:
Special Condition Description