2023-11-11T11:58:57-06:00 2023-06-30 571157523 APRIO LLP 150 POST STREET SUITE 200 SAN FRANCISCO CA 94108 990 2022-07-01 205184429 CALIFORNIA EMERGING TECHNOLOGY FUND CALI 4157442383 PO BOX 5897 CONCORD CA 94524 RICH MOTTA TREASURER 4157442383 2023-11-08 1 RICH MOTTA 999009999 0 EDWARD FAHEY P00194561 4157774488 2023-11-08 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z RICH MOTTA 2151 SALVIO STREET SIUTE 252 CONCORD CA 94520 3574011 0 X WWW.CETFUND.ORG X 2006 CA PROVIDE LEADERSHIP STATEWIDE TO MINIMIZE THE DIGITAL DIVIDE BY ACCELERATING THE DEPLOYMENT AND ADOPTION OF BROADBAND AND OTHER ADVANCED COMMUNICATION SERVICES TO UNSERVED AND UNDERSERVED COMMUNITIES.ENSURE THAT CALIFORNIA IS A GLOBAL LEADER IN THE AVAILABILITY AND USE OF BROADBAND TECHNOLOGY. 14 14 15 0 0 0 1243346 1363002 0 1961379 5558 241957 0 7673 1248904 3574011 2085750 1218540 0 0 2177466 2522683 0 0 0 5321686 5750665 9584902 9491888 -8335998 -5917877 35282028 27147491 3109790 893130 32172238 26254361 X PROVIDE LEADERSHIP STATEWIDE TO CLOSE THE DIGITAL DIVIDE BY ACCELERATING THE DEPLOYMENT AND ADOPTION OF BROADBAND AND OTHER ADVANCED COMMUNICATION SERVICES TO UNSERVED AND UNDERSERVED COMMUNITIES. 0 0 6981112 1094688 SINCE INCEPTION, CETF HAS AWARDED MORE THAN $50M IN GRANTS TO COMMUNITY NON-PROFIT ORGANIZATIONS AND PUBLIC AGENCIES, INCLUDING PROVIDING THE SEED CAPITAL TO ESTABLISH THE CALIFORNIA TELEHEALTH NETWORK. CETF ALSO DEVELOPED AND LEADS SCHOOL2HOME WHICH CLOSES BOTH THE DIGITAL DIVIDE AND ACHIEVEMENT GAP IN LOW-PERFORMING MIDDLE SCHOOLS IN LOW-INCOME COMMUNITIES. CETF IN PARTNERSHIP WITH GRANTEES HAS TRAINED ALMOST 1M INDIVIDUALS IN DIGITAL LITERACY AND ASSISTED APPROXIMATELY 500,000 HOUSEHOLDS GET CONNECTED TO AFFORDABLE HOME INTERNET SERVICE.CETF ENTERED INTO MEMORANDA OF UNDERSTANDING (MOU) WITH INTERNET SERVICE PROVIDERS (ISPS) FRONTIER COMMUNICATIONS, INC. (2015) AND CHARTER COMMUNICATIONS, INC. (2016) TO IMPLEMENT PUBLIC BENEFITS AS A RESULT OF CORPORATE CONSOLIDATIONS. IN ADDITION TO SUPPORTING AND MONITORING FULFILLMENT OF THE MOU PUBLIC BENEFIT OBLIGATIONS BY THESE ISPS, CETF MANAGED CHARITABLE FUNDS FROM FRONTIER TO ACHIEVE NEW BROADBAND ADOPTIONS BY LOW-INCOME HOUSEHOLDS IN THEIR SERVICE AREAS. CETF ALSO IS RECEIVING $32.5 MILLION ($6.5 MILLION PER YEAR) FROM CHARTER THROUGH 2021 TO CONTINUE CORE MISSION ORGANIZATIONAL OPERATIONS AND SUPPORT SCHOOL2HOME AND OTHER DIGITAL INCLUSION PROGRAMS IN THEIR SERVICE AREAS. IN 2019 CETF ENTERED INTO A MOU WITH T-MOBILE IN CONJUNCTION WITH THEIR ACQUISITION OF SPRINT WHICH BECAME EFFECTIVE IN APRIL 2020 WHEN THE TRANSACTION WAS APPROVED BY THE CPUC. CETF IS RECEIVING $35 MILLION FROM T-MOBILE ($7 MILLION PER YEAR) THROUGH 2024 FOR CORE MISSION AND TO IMPLEMENT SCHOOL2HOME AND DIGITAL INCLUSION PROGRAMS IN THEIR STATEWIDE SERVICE AREA. 343387 123852 PROGRAM MANAGEMENT SERVICES:CETF WAS ENGAGED BY THE CITY OF SAN JOSE THROUGH ACTION BY THE CITY COUNCIL IN FEBRUARY 2019 TO MANAGE APPROXIMATELY $8 MILLION OVER 10 YEARS FOR DIGITAL INCLUSION GRANTS TO NON-PROFIT COMMUNITY-BASED ORGANIZATIONS AND PUBLIC AGENCIES. CETF AGREED DURING FY 22-23 TO CONCLUDE THE SAN JOSE DIGITAL INCLUSION PARTNERSHIP AS OF SEPTEMBER 30, 2023. CETF ALSO SERVES AS FISCAL AGENT FOR LOS ANGELES HOME FOR THE AGING IN MANAGING A GRANT FROM THE FEDERAL COMMUNICATIONS COMMISSION. THE GRANT PROVIDES FUNDING FOR ACTIVITIES AUTHORIZED BY THE COVID-19 TELEHEALTH PROGRAM. THIS FCC TELEHEALTH GRANT WAS COMPLETE DURING FY 22-23. 1555785 1961379 THE CETF BOARD OF DIRECTORS HAS ADOPTED A 3-YEAR STRATEGIC PLAN FOR FY22-23 THROUGH FY24-25 WHICH EMPHASIZES 3 OVERALL GOALS: UBIQUITOUS DEPLOYMENT; UNIVERSAL ADOPTION; AND DEEP INSTITUTIONALIZATION. THE INCORPORATION OF DIGITAL INCLUSION PRACTICES INTO ALL PUBLIC AGENCIES AND MAJOR ORGANIZATIONS SERVING LOW-INCOME HOUSEHOLDS AND OTHER DISADVANTAGED POPULATIONS IS REFERRED TO AS "INSTITUTIONALIZATION" SO THAT DIGITAL EQUITY IS "ROOTED" INTO ORGANIZATIONAL CULTURE. TO FULFILL THIS GOAL, CETF IS PURSUING PARTNERSHIPS WITH PUBLIC AGENCIES AS A PREFERRED HIGH-PERFORMING VENDOR. IN FY22-23, CETF WAS ENGAGED BY THE COUNTY OF RIVERSIDE, COUNTY OF LOS ANGELES, AND CALIFORNIA DEPARTMENT OF TECHNOLOGY. 8880284 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 197 0 15 1 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X CALIFORNIA EMERGING TECHNOLOGY FUND 4157442383 PO BOX 5897 CONCORD CA 94524 BARBARA O'CONNOR CHAIR 3.00 X X 7000 0 0 RICHARD MOTTA TREASURER 6.00 X X 36500 0 0 JEFF CAMPBELL DIRECTOR 2.00 X 0 0 0 MARTHA ESCUTIA DIRECTOR 2.00 X 0 0 0 BARB JOHNSTON YELLOWLEES DIRECTOR 2.00 X 0 0 0 JIM KIRKLAND DIRECTOR 2.00 X 5000 0 0 DARRELL STEWART SECRETARY 2.00 X X 0 0 0 TIM MCCALLION DIRECTOR 2.00 X 0 0 0 RENEE MARTINEZ VICE CHAIR 2.00 X X 10750 0 0 DORIAN TRAUBE DIRECTOR 2.00 X 0 0 0 FRANCIS GIPSON DIRECTOR 2.00 X 9250 0 0 SHIREEN SANTOSHAM DIRECTOR 2.00 X 0 0 0 LENNY MENDONCA DIRECTOR 2.00 X 0 0 0 CARLOS RAMOS DIRECTOR 2.00 X 4250 0 0 SUNNE WRIGHT MCPEAK PRESIDENT AND CEO 40.00 X 547400 0 59364 AGUSTIN URGILES SCHOOL2HOME EXECUTIVE MANA 40.00 X 190360 0 35442 RAQUEL CINAT ASSOCIATE VICE PRESIDENT 40.00 X 174960 0 37172 ALANA O'BRIEN VICE PRESIDENT OPERATIONS 40.00 X 150500 0 42252 1135970 0 174230 7 0 1 0 HAWKABILL GROUP 873 BROWN DRIVE EL DORADO HILLS CA 95672 ASSISTANCE WITH DEPLOYMENT AND ADOPTION 189000 FPG LLC 656 CAMBRIA LANE LEMOORE CA 94127 CETF DIRECTOR OF #SANJOAQUINVALLEY NETWO 180000 LARRY BEST 1203 REGENT STREET ALAMEDA CA 94501 DIRECTOR OF NEIGHBORHOOD TRANSFORMATION 156000 MARISSA CANCHE 17101 HIAWATHA GRANADA HILLS CA 91344 MANAGER OF BROADBAND ADOPTION AND GRANTS 142040 LA 2020 CONSULTING SOLUTIONS 3308 RIVERMONT STREET WEST SACRAMENTO CA 95961 DIRECTOR OF TELEHEALTH & HUMAN SERVICES 110850 6 123002 1240000 1363002 PUBLIC PARTNERSHIP PROGRAM REVENU 541900 1961379 1961379 1961379 241957 241957 MISCELLANEOUS INCOME 541900 7673 7673 7673 3574011 0 0 2211009 X 1218540 1218540 1583371 1345866 237505 552707 469801 82906 148545 126263 22282 110592 94003 16589 127468 108348 19120 12236 12236 43618 37075 6543 55547 47215 8332 44912 44912 26979 26979 5755 4892 863 47731 40571 7160 SCHOOL 2 HOME 1727422 1727422 PROGRAMS - RIVERSIDE CO 799114 799114 PUBLIC PARTNERSHIP EXPE 756671 756671 CONSULTANTS AND OUTSIDE 708503 708503 1522177 1338852 183325 9491888 8880284 611604 0 4550233 11463335 16520822 7167059 14134406 8419361 64394 70341 129956 120704 12173 9252 18143 35282028 27147491 105098 116258 1468316 430000 1536376 346872 3109790 893130 X 29860857 26246497 2311381 7864 32172238 26254361 35282028 27147491 -5917877 0 X X 0 1 X 1 1 1 X 60000 35200000 250346 1243346 1363002 38116694 60000 35200000 250346 1243346 1363002 38116694 38116694 9070 8827 3055 5558 241957 268467 1961379 1961379 40346540 0.94470 0.99910 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 228517 0 0 228517 0 PART II-B, LINE 1: CETF STAFF PROVIDED INFORMATION AND ASSISTANCE REQUESTED BY LEGISLATORS. CETF ALSO ENGAGED REGISTERED LOBBYISTS AND PROPERLY REPORTED THEIR ACTIVITY TO THE CALIFORNIA FAIR POLITICAL PRACTICES COMMISSION. CETF PROMOTED REFORMS AND FUNDING FOR CASF; SUPPORTED AB570, AB14, SB4; EXPLORED OPTIONS FOR LEGISLATION IN NEW SESSION, INCLUDING TELEHEALTH. CETF ALSO SPONSORED AND SUPPORTED BILLS TO ALLOCATE FUNDS TO THE CASF PUBLIC HOUSING ACCOUNT (AB2702), AFFORDABLE INTERNET AND NET EQUALITY ACT (AB2751), AND DIGITAL EQUITY BILL OF RIGHTS (AB2753). 129956 120704 9252 9252 FUNDS HELD FOR SAN JOSE GRANTS 247800 FUNDS HELD FOR DIGITAL EQUITY GRANTS 80750 LEASE LIABILITIES 18322 346872 3574011 0 3574011 0 3574011 9491888 0 9491888 0 9491888 1 SOUTHLAND INTEGRATED SYSTEMS 9862 CHAPMAN AVENUE SUITE 100 GARDEN GROVE CA 92841 5040 0 TO SUPPORT PROGRAMS THAT INCREASE BROADBAND AWARENESS AND ADOPTION SOUTHEAST COMMUNITY DEVELOPMENT CORP PO BOX 327 BELL CA 90201 10320 0 TO SUPPORT PROGRAMS THAT INCREASE BROADBAND AWARENESS AND ADOPTION ASIAN YOUTH CENTER 2025 E 12TH ST OAKLAND CA 94606 10560 0 TO SUPPORT PROGRAMS THAT INCREASE BROADBAND AWARENESS AND ADOPTION SIGMA BETA XI 12125 DAY STREET STE E303 MORENO VALLEY CA 92557 18360 0 TO SUPPORT PROGRAMS THAT INCREASE BROADBAND AWARENESS AND ADOPTION CSU FRESNO FOUNDATION 4910 NORTH CHESTNUT AVENUE FRESNO CA 93726 19260 0 TO SUPPORT PROGRAMS THAT INCREASE BROADBAND AWARENESS AND ADOPTION THAI COMMUNITY DEVELOPMENT CORP 6376 YUCCA ST STE B LOS ANGELES CA 90028 8040 0 TO SUPPORT PROGRAMS THAT INCREASE BROADBAND AWARENESS AND ADOPTION INSURE THE UNINSURED PROJECT 400 CAPITOL MALL SACRAMENTO CA 95816 25000 0 TO SUPPORT PROGRAMS THAT INCREASE BROADBAND AWARENESS AND ADOPTION SAN DIEGO ASSOCIATION OF GOVERNMENTS 401 B STREET SUITE 800 SAN DIEGO CA 92101 50000 0 TO SUPPORT PROGRAMS THAT INCREASE BROADBAND AWARENESS AND ADOPTION SOUTHERN CALIFORNIA ASSOCIATION OF GOVERNMENTS 900 WILSHIRE BLVD SUITE 1700 LOS ANGELES CA 90017 50000 0 TO SUPPORT PROGRAMS THAT INCREASE BROADBAND AWARENESS AND ADOPTION LOS ANGELES COUNTY OFFICE OF EDUCATION 9300 IMPERIAL HIGHWAY DOWNEY CA 90242 100000 0 TO SUPPORT PROGRAMS THAT INCREASE BROADBAND AWARENESS AND ADOPTION COUNTY OF SONOMA 2300 COUNTY CENTER DRIVE SUITE A220 SANTA ROSA CA 95403 100000 0 TO SUPPORT PROGRAMS THAT INCREASE BROADBAND AWARENESS AND ADOPTION NEXTGEN CLIMATE AMERICA INC 111 SUTTER STREET 1000 SAN FRANCISCO CA 94104 250000 0 TO SUPPORT PROGRAMS THAT INCREASE BROADBAND AWARENESS AND ADOPTION AGIF EDUCATION FOUNDATION OF SANTA MARIA 702 E EL CAMINO SANTA MARIA CA 93454 321960 0 TO SUPPORT PROGRAMS THAT INCREASE BROADBAND AWARENESS AND ADOPTION CALIFORNIA STATE ASSOCIATION OF COUNTIES 1100 K STREET SACRAMENTO CA 95814 250000 0 TO SUPPORT PROGRAMS THAT INCREASE BROADBAND AWARENESS AND ADOPTION PART I, LINE 2: GRANT RECIPIENTS ARE REQUIRED TO SUBMIT PERIODIC REPORTS OF PROGRESS IN ACHIEVING THE GOALS OF THE GRANT. THESE REPORTS ARE REVIEWED AND EVALUATED AGAINST STATED PROJECT MILESTONES. X X 0 0 0 0 0 0 0 0 0 SUNNE WRIGHT MCPEAK PRESIDENT AND CEO 347400 0 200000 0 0 0 37700 0 21664 0 606764 0 0 0 AGUSTIN URGILES SCHOOL2HOME EXECUTIVE MANA 161760 0 28600 0 0 0 22673 0 12769 0 225802 0 0 0 RAQUEL CINAT ASSOCIATE VICE PRESIDENT 148800 0 26160 0 0 0 20856 0 16316 0 212132 0 0 0 ALANA O'BRIEN VICE PRESIDENT OPERATIONS 124800 0 25700 0 0 0 17508 0 24744 0 192752 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B RETURN REVIEWED AND SIGNED BY TREASURER BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IS MONITORED ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE COMMITTEE REVIEWS COMPENSATION ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE ON ORGANIZATION WEBSITE. FORM 990, PART IX, LINE 24E PROGRAMS - CHARTER REGIONAL: PROGRAM SERVICE EXPENSES 672,993. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 672,993. MEDIA AND COMMUNICATIONS: PROGRAM SERVICE EXPENSES 284,823. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 284,823. PROGRAMS - SAN JOSE DIGITAL INCLUSION: PROGRAM SERVICE EXPENSES 219,535. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 219,535. PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 175,459. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 175,459. PROGRAMS - SKILLED NURSING FACILITIES: PROGRAM SERVICE EXPENSES 80,366. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 80,366. REGIONAL ROUNDTABLES AND OUTREACH: PROGRAM SERVICE EXPENSES 60,809. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 60,809. PROGRAMS - SOUTHERN CALIFORNIA: PROGRAM SERVICE EXPENSES 60,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 60,000. BAD DEBT EXPENSE: PROGRAM SERVICE EXPENSES 50,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 50,000. TELEPHONE: PROGRAM SERVICE EXPENSES 20,166. MANAGEMENT AND GENERAL EXPENSES 3,559. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 23,725. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 22,805. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,805. PRINTING AND REPRODUCTION: PROGRAM SERVICE EXPENSES 9,519. MANAGEMENT AND GENERAL EXPENSES 1,680. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,199. EQUIPMENT LEASE AND MAINTENANCE: PROGRAM SERVICE EXPENSES 9,254. MANAGEMENT AND GENERAL EXPENSES 1,633. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,887. POSTAGE AND DELIVERY SERVICES: PROGRAM SERVICE EXPENSES 5,630. MANAGEMENT AND GENERAL EXPENSES 994. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,624. GRANT MODIFICATIONS: PROGRAM SERVICE EXPENSES -157,048. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES -157,048. FORM 990, PART XII, LINE 2C: NO CHANGES SINCE PRIOR YEAR.