Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
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Total |
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Calendar year
(or fiscal year beginning in)
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(a) 2017 | (b) 2018 | (c) 2019 | (d) 2020 | (e) 2021 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 4,675,054 | 1,245,102 | 2,507,598 | 3,449,752 | 2,527,773 | 14,405,279 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | 4,675,054 | 1,245,102 | 2,507,598 | 3,449,752 | 2,527,773 | 14,405,279 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) .. | 7,880,250 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 6,525,029 | |||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2017 | (b) 2018 | (c) 2019 | (d) 2020 | (e) 2021 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 4,675,054 | 1,245,102 | 2,507,598 | 3,449,752 | 2,527,773 | 14,405,279 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 248 | 844 | 3,014 | 7 | 70 | 4,183 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | 1,600 | 7,147 | 13,078 | 62,767 | 6,189 | 90,781 |
| 11 | Total support. Add lines 7 through 10 | 14,500,243 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2017 | (b) 2018 | (c) 2019 | (d) 2020 | (e) 2021 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2017 | (b) 2018 | (c) 2019 | (d) 2020 | (e) 2021 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by 0.035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2021 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2021 |
(iii) Distributable Amount for 2021 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2021 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2021 (reasonable cause required-- explain in Part VI). See instructions. |
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| 3 Excess distributions carryover, if any, to 2021: | ||||
| a From 2016....... | ||||
| b From 2017....... | ||||
| c From 2018....... | ||||
| d From 2019....... | ||||
| e From 2020....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2021 distributable amount | ||||
|
i
Carryover from 2016 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2021 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2021 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2021, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2021. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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7 Excess distributions carryover to 2022. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2017..... | ||||
| b Excess from 2018..... | ||||
| c Excess from 2019..... | ||||
| d Excess from 2020..... | ||||
| e Excess from 2021..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990 PART III LINE 4A | COALITION BUILDING, RESEARCH, AND POLICY REFORM IN 2021, WE TOOK A PROACTIVE APPROACH TO ENGAGING IN INNOVATIVE AND COMPELLING CONVERSATIONS WITH STATE AND HIGHER EDUCATION LEADERS: JOINED GOVERNOR GAVIN NEWSOM FOR THE SIGNING OF LANDMARK POLICY REFORMS AUTHORED BY ASSEMBLY MEMBER MARC BERMAN, WHICH WE CHAMPIONED, THAT WILL ENSURE OUR BROKEN TRANSFER SYSTEM IS FIXED TO SUPPORT STUDENTS WITH THEIR TRANSITION FROM COMMUNITY COLLEGE TO A UC AND CSU; LED ADVOCACY EFFORTS THAT HELPED SECURE $1.4 BILLION IN HIGHER EDUCATION FUNDING AIMED AT FUELING AN EQUITABLE RECOVERY FROM THE COVID-19 PANDEMIC, INCLUDING INVESTMENTS TO PRODUCE THE HEALTHCARE WORKFORCE AND SCIENCE/MEDICINE NEEDED TO TACKLE THE VIRUS; HOSTED THE FIRST IN-PERSON GATHERING ON SEPTEMBER 23, 2021 AT OUR VISION AND ACTION FOR EQUITY EVENT TO DISCUSS STRATEGIES FOR ACHIEVING RACIAL EQUITY WITH UC PRESIDENT DRAKE, CSU CHANCELLOR CASTRO, AND ACTING CHANCELLOR OF THE CCC, DR. DAISY GONZALES, ALONG WITH LEADERS OF THE UC BOARD OF REGENTS, CSU BOARD OF TRUSTEES, AND CCC BOARD OF GOVERNORS; HELD OUR ANNUAL DEAN'S LIST RECEPTION ON JANUARY 27, 2021, TO RECOGNIZE THE EXEMPLARY LEGISLATORS AND STAFFERS WHO HAVE LED THE WAY FOR STUDENT-CENTERED POLICY IN 2020. THE HONOREES INCLUDED SECRETARY OF STATE DR. SHIRLEY WEBER, ASSEMBLY MEMBER PHILIP TING, LOS ANGELES COUNTY SUPERVISOR HOLLY MITCHELL, ASSEMBLY MEMBER JOSE MEDINA, AND POLICY ADVISOR IN OFFICE OF CALIFORNIA LIEUTENANT GOVERNOR ELENI KOUNALAKIS, ALEKSANDRA REETZ; CONTINUED OUR TAKE A LUNCH BREAK SERIES TO MEET NEWLY APPOINTED HIGHER EDUCATION LEADERS TO LEARN ABOUT THEIR PRIORITIES, STRENGTHEN OUR RELATIONSHIP WITH THEM AND DISCUSS HIGHER EDUCATION ISSUES OF CONCERN TO THE CAMPAIGN. GUESTS INCLUDED: DR. JUAN SANCHEZ MUNOZ, CHANCELLOR OF UC MERCED; DIEGO ARAMBULA, TRUSTEE OF THE CALIFORNIA STATE UNIVERSITY BOARD OF TRUSTEES; DR. LANDE AJOSE, THEN SENIOR POLICY ADVISOR FOR HIGHER EDUCATION FOR GOVERNOR GAVIN NEWSOM; AND DR. SAUL JIMENEZ-SANDOVAL, PRESIDENT OF CSU FRESNO; OUR SENIOR VICE PRESIDENT, AUDREY DOW, SERVED ON THE HEALTH PROFESSIONS EDUCATION FOUNDATION BOARD OF DIRECTORS TO HELP SUPPORT IMPROVING ACCESS TO HEALTHCARE IN UNDERSERVED AREAS OF CALIFORNIA BY PROVIDING SCHOLARSHIPS AND LOAN REPAYMENTS PROGRAMS TO HEALTH PROFESSIONAL STUDENTS AND GRADUATES WHO ARE DEDICATED TO PROVIDING DIRECT PATIENT CARE IN THOSE AREAS; AUDREY DOW WAS APPOINTED BY THE GOVERNOR IN JANUARY 2022 TO THE HEALTH WORKFORCE EDUCATION AND TRAINING COUNCIL, WHICH IS CHARGED WITH COORDINATING CALIFORNIA'S HEALTH WORKFORCE EDUCATION AND TRAINING TO MEET THE STATE'S NEEDS. THE COUNCIL CONSISTS OF 17 APPOINTEES FROM DIFFERENT MEDICAL EDUCATION PROGRAMS; OUR PRESIDENT, MICHELE SIQUEIROS, SERVES ON THE BOARD OF DIRECTORS OF THE CALIFORNIA ENDOWMENT TO EXPAND ACCESS TO AFFORDABLE, QUALITY HEALTH CARE FOR UNDERSERVED INDIVIDUALS AND COMMUNITIES AND TO PROMOTE FUNDAMENTAL IMPROVEMENTS IN THE HEALTH STATUS OF ALL CALIFORNIANS; OUR PRESIDENT, MICHELE SIQUEIROS, SERVED AT THE REQUEST OF GOVERNOR GAVIN NEWSOM AS ONE OF 15 LEADERS ON THE CALIFORNIA HIGHER EDUCATION RECOVERY WITH EQUITY TASK FORCE. THE PRIMARY OBJECTIVE OF THE TASK FORCE IS TO PRODUCE A ROADMAP THAT INFORMS SPECIFIC ACTIONS OVER THE MID-TO-LONG TERM TO ENSURE THAT CALIFORNIA'S PUBLIC POST-SECONDARY INSTITUTIONS RECOVER FROM THE IMPACTS OF COVID-19 MORE INTEGRATED, EQUITABLE, RESILIENT AND ALIGNED WITH THE ECONOMIC NEEDS OF THE STATE. ADDITIONALLY, WE RELEASED 9 PUBLICATIONS IN 2021 IN SUPPORT OF STRENGTHENING PATHWAYS TO COLLEGE ACCESS AND COMPLETION FOR CALIFORNIA'S STUDENTS: HEALTH PROFESSIONS: ASSOCIATE DEGREES FOR TRANSFER IN HEALTH MAJORS AT THE COMMUNITY COLLEGES AND CALIFORNIA STATE UNIVERSITY SYSTEM. SHUT OUT: THE NEED TO INCREASE ACCESS TO THE UNIVERSITY OF CALIFORNIA AND THE CALIFORNIA STATE UNIVERSITY. 2021 STATE OF HIGHER EDUCATION FOR LATINX CALIFORNIANS. EXAMINING DISPARITIES IN COLLEGE OPPORTUNITY BY GENDER FOR BLACK CALIFORNIANS. CHUTES OR LADDERS? STRENGTHENING CALIFORNIA COMMUNITY COLLEGE TRANSFER SO MORE STUDENTS EARN THE DEGREES THEY SEEK. CALIFORNIA'S BIGGEST RETURN: THE STATE OF HIGHER EDUCATION FOR BLACK CALIFORNIANS. FOLLOW THE MONEY: CALIFORNIA SYSTEMICALLY UNDERINVESTS IN BLACK DEGREE ATTAINMENT: THE POSSIBILITY REPORT: FROM PRISON TO COLLEGE DEGREES IN CALIFORNIA. COMMUNICATIONS - THE STRENGTH OF OUR COMMUNICATIONS HAS NEVER BEEN MORE IMPORTANT FOR DELIVERING OUR MESSAGE AND INFORMING THE PUBLIC AND POLICYMAKERS. WE HAVE PRIORITIZED REGULAR, UP TO DATE HIGH-QUALITY CONTENT FOR OUR WEBSITE, SOCIAL MEDIA CHANNELS, AND ELECTRONIC NEWSLETTERS. WE HAVE ALSO SPENT AN EXTRAORDINARY AMOUNT OF TIME BRIEFING AND INTERVIEWING WITH MEDIA REPORTERS ON BREAKING HIGHER EDUCATION NEWS AND OUR HIGHER EDUCATION PRIORITIES. DURING 2021 WE HAVE: BEEN FEATURED IN 354 MEDIA ARTICLES (SEE MEDIA TRACKER ATTACHED FOR COMPLETE LIST AND LINKS TO ARTICLES) ISSUED 3 NEWSLETTERS ISSUED 32 EBLASTS PUBLISHED 5 BLOG POSTS HAD 2453 ENGAGEMENTS WITH OUR 4121 FACEBOOK FOLLOWERS HAD 7719 ENGAGEMENTS WITH OUR 6850 TWITTER FOLLOWERS HAD 57,752 WEBSITE VISITORS AND 124,463 TOTAL PAGE VIEWS PROMINENT MEDIA COVERAGE INCLUDED: LOS ANGELES TIMES, "BLACK STUDENTS ARE SUCCEEDING IN COLLEGE AT HIGHER RATES BUT FAR BEHIND WHITE PEERS REPORT SAYS" EDSOURCE, "REPORT CALLS FOR CHANGES TO IMPROVE BLACK STUDENT ACCESS AND PERFORMANCE IN CALIFORNIA HIGHER EDUCATION" SAN FRANCISCO CHRONICLE, "CALIFORNIA'S BLACK STUDENTS BENEFITED GREATLY FROM COLLEGE POLICY CHANGES. ADVOCATES HAVE MORE IDEAS" DIVERSE ISSUES IN HIGHER EDUCATION, "STATE OF HIGHER EDUCATION FOR BLACK CALIFORNIANS: NEW REPORT HIGHLIGHTS WORK STILL TO DO" LOS ANGELES TIMES, "CAL STATE POISED TO DROP SAT ADMISSION REQUIREMENT AS CHANCELLOR SUPPORTS SCRAPPING TEST" DAILY BRUIN, "TRANSFER STUDENTS VOCALIZE SUPPORT FOR RECENTLY PASSED CALIFORNIA BILLS" ED SOURCE, "CALIFORNIA'S ASPIRING COMMUNITY COLLEGE TRANSFER STUDENTS DESERVE PATHWAYS TO SUCCESS" PASADENA NOW, "GUEST OPINION ELIZABETH MORENO: THE CALIFORNIA COMMUNITY COLLEGE DREAM IS TOO RARE WE NEED TO CHANGE THAT" KPCC AIR TALK WITH LARRY MANTLE ED SOURCE, MORE CALIFORNIA LATINO STUDENTS ATTENDING COLLEGE, BUT 'DISTURBING GAPS' REMAIN LA OPINION, ESTUDIANTES LATINOS LOGRAN AVANCES AL REGISTRAR MS INGRESOS Y GRADUACIONES EN EDUCACIN SUPERIOR EN CALIFORNIA NBC, 'I SEE MYSELF': LATINA FIRST-GENERATION COLLEGE STUDENTS MENTOR OTHERS DIVERSE - ISSUES IN HIGHER EDUCATION, "PANEL DISCUSSES WAYS TO SUPPORT LATINX COLLEGE STUDENTS IN CALIFORNIA" ED SOURCE, "NEW REPORT: CALIFORNIA MUST ADDRESS IMBALANCE OF TOO MANY ELIGIBLE STUDENTS AND NOT ENOUGH SLOTS AT UC AND CSU" LOS ANGELES TIMES, "CALIFORNIA IS FAILING TO MEET DEMAND FOR UC ADMISSION. WHY IT'S A CRISIS" INSIDE HIGHER ED, "BRINGING BACK LOW-INCOME STUDENTS" |
| FORM 990, PART VI, SECTION B, LINE 11B | A DRAFT OF THE 990 FORM IS REVIEWED WITH MEMBERS OF THE FINANCE COMMITTEE AND PRESENTED TO THE FULL BOARD OF DIRECTORS AT AN IN-PERSON MEETING OF THE BOARD WHERE IT IS APPROVED AND ACCEPTED. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANY BOARD MEMBER WHO IS AWARE OF A POTENTIAL CONFLICT OF INTEREST WITH RESPECT TO ANY MATTER COMING BEFORE THE BOARD SHALL PROMPTLY BRING THIS TO THE ATTENSION OF THE BOARD CHAIR OR THE PRESIDENT, AND IF A CONFLICT OR THE APPEARANCE OF A CONFLICT IS DETERMINED TO EXIST SHALL NOT BE PRESENT FOR ANY DISCUSSION OF OR VOTE IN CONNECTION WITH THE MATTER. EACH BOARD MEMBER SIGNS A CONFLICT OF INTEREST FORM ANNUALLY TO DISCLOSE ANY POTENTIAL CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE BOARD RECEIVES A COMPLETED SELF EVALUATION FROM THE PRESIDENT. THE CHAIR OF THE BOARD ANALYZES COMPENSATION LEVELS FOR OTHER EXECUTIVE DIRECTORS OF SIMILAR SIZE ORGANIZATIONS, ALONG WITH THE SALARY HISTORY OF THE PRESIDENT AND HER PREDECESSOR. THE BOARD DISCUSSES THE SELF EVALUATION IN CLOSE SESSION AMONGST MEMBERS ONLY, AND THEN WITH THE PRESIDENT OUTLINING AREAS OF POSITIVE PERFORMANCE AND AREAS FOR IMPROVEMENT. THE CHAIR AND VICE CHAIR IN A FORMAL LETTER TO THE PRESIDENT OUTLINE EXPECTATIONS AND GOALS FOR THE COMING YEAR. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING AND OTHER ORGANIZATION DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC. |
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| Software Version: |