2023-11-14T18:03:28-06:00 2022-12-31 770051130 ABBOTT STRINGHAM & LYNCH 1901 S BASCOM AVE STE 105 CAMPBELL CA 95008 990 2022-01-01 271067272 CODE FOR AMERICA LABS INC CODE 4158161286 972 MISSION STREET FLOOR 5 SAN FRANCISCO CA 94103 AMANDA RENTERIA CHIEF EXECUTIVE OFFICER 4158161286 2023-11-14 1 AMANDA RENTERIA 999009999 0 SHEBA B DALANEY P00351252 4083778700 2023-11-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z AMANDA RENTERIA 972 MISSION STREET FLOOR 5 SAN FRANCISCO CA 94103 34292991 0 X WWW.CODEFORAMERICA.ORG X 2009 CA CODE FOR AMERICA IS A NONPROFIT THAT BELIEVES GOVERNMENT CAN WORK IN THE DIGITAL AGE. 7 6 210 0 0 0 91034806 32041020 405027 1960812 1177576 290407 593667 752 93211076 34292991 250000 0 0 0 19670660 29458029 0 0 1875888 7978732 9160340 27899392 38618369 65311684 -4325378 96320927 91848518 838871 1668013 95482056 90180505 X CODE FOR AMERICA (CFA) WORKS SHOULDER TO SHOULDER WITH COMMUNITY ORGANIZATIONS AND GOVERNMENT TO BUILD DIGITAL TOOLS AND SERVICES, CHANGE POLICIES, AND IMPROVE PROGRAMS. CFA BELIEVES GOVERNMENT CAN WORK FOR THE PEOPLE, BY THE PEOPLE, IN THE DIGITAL AGE AND THAT 0 0 15934528 24012145 SAFETY NETWE'RE MODERNIZING THE DIGITAL DELIVERY OF BENEFITS FOR EQUITABLE OUTCOMES WITH THE GOAL OF DELIVERYING $30 BILLION IN BENEFITS TO 13 MILLION PEOPLE ACROSS 15 STATES.IN 2022 WE:-LAUNCHED OUR FIRST COHORT OF THE SAFETY NET INNOVATION LAB AND SECURED COMMITMENTS FOR OUR SECOND COHORT, REPRESENTING 10 OUR OF 15 TOTAL STATE PARTNERSHIPS. WE COMPLETED DISCOVERY AND IDENTIFIED EFFECTIVE DELIVERY INTERVENTIONS FOR THE FIRST COHORT AND WILL KICK OFF DISCOVERY FOR THE SECOND COHORT IN EARLY 2023. WE ALSO DEVELOPED AN EVALUATION FRAMEWORK THAT WILL HOLD US ACCOUNTABLE FOR TRULY DELIVERING IMPACT AND ADVANCING EQUITY ACROSS ALL OUR STATE PARTNERSHIPS.-IDENTIFIED FOCUS AREAS ACROSS OUR FIRST FIVE COHORT STATES. WE ARE INCEASING EQUITABLE ACCESS TO THE SUPPLEMENTAL NUTRITION ASSISTANCE PROGRAM (SNAP) IN CALIFORNIA, INMPROVING THE INTEGRATED BENEFITS JOURNEY FOR CLIENTS AND CASEWORKERS IN LOUISIANA, IMPROVING THE INTEGRATED BENEFITS APPLICATION EXPERIENCE IN COLORADO, REDUCING SNAP CHURN IN CONNECTICUT, AND PROCESSING STREAMLINED MEDICAID RENEWALS AND REDUCING CHURN IN MINNESOTA.-HANDED OFF TO THE STATE OF MINNESOTA THE MNBENEFITS PLATFORM, WHICH ENABLES RESIDENTS TO APPLY FOR 9 DIFFERENT BENEFITS PROGRAMS. 6232461 4740335 EITC (EARNED INCOME TAX CREDIT)OUR TAX BENEFITS PORTFOLIO SEEKS TO FUNDAMENTALLY CHANGE HOW AMERICANS WITH LOW OR NO INCOMES ACCESS THE TAX CREDITS AND FLEXIBLE CASH OWED TO THEM. OUR GOAL IS TO CLOSE THE $40 BILLION TAX BENEFITS GAP AND SIMPLIFY THE TAX FILING PROCESS. IN 2022, WE:-RELAUNCHED GETCTC IN THE U.S. AND EXPANDED TO PUERTO RICO. IN 2022, PUERTO RICAN FAMILIES WERE ELIGIBLE FOR THE FULL AMOUNT OF THE CHILD TAX CREDIT FOR THE FIRST TIME EVER. WE UPDATED GETCTC TO ACCOMMODATE PUERTO RICAN RESIDENTS, ESTABLISHING AN APPLICATION PATH FOR NEARLY 300,000 NEWLY-ELIGIBLE PUERTO RICAN FAMILIES.-ADVOCATED FOR POLICIES THAT SIMPLIFY THE TAX PROCESS. THANKS TO OUR ADVOCACY EFFORTS AND THOSE OF OUR PARTNERS, THE IRS ALLOWED THE EARNED INCOME TAX CREDIT (EITC) TO BE INCLUDED IN SIMPLIFIED FILING THIS YEAR. WE EXPANDED GETCTC TO INCLUDE THE EITC, INCREASING THE AMOUNT OF TAX BENEFITS FAMILIES RECEIVED WHEN FILING WITH US. WE ALSO SUCCESSFULLY ADVOCATED FOR THE IRS TO ENGAGE IN OUTREACH TO NON-FILERS, AND IN OCTOBER, THE IRS SENT OVER 9 MILLION LETTERS TO PEOPLE WHO HAD NOT FILED A 2021 TAX RETURN AND WERE ELIGIBLE FOR TAX CREDITS. 2715370 4174923 CLEAR MY RECORD70-100 MILLION PEOPLE IN AMERICA HAVE A CRIMINAL RECORD HOLDING THEM BACK. OUR WORK SEEKS TO HAVE END-TO-END AUTOMATIC RECORD CLEARANCE THE STANDARD IN ALL 50 STATES. IN 2022, WE:-PARTNERED WITH THE STATE OF UTAH TO CLEAR CONVICTIONS OF ELIGIBLE PEOPLE. UTAH HAS ADOPTED THE CODE AND TECHNICAL PROCESS WE BUILT TO IDENTIFY AND CONTINUALLY CLEAR RECORDS AS THEY MEET ELIGIBILITY REQUIREMENTS. THIS IS A FUNDAMENTAL SHIFT TOWARD AN AUTOMATIC PROCESS THAT ACHIEVES RECORD CLEARANCE EQUITABLY, EXPEDITIOUSLY, AND AT SCALE.-INCREASED THE NUMBER OF PEOPLE WHO ARE ELIGIBLE FOR RECORD CLEARANCE. WE WORKED WITH ADVOCATES AND PARTNERS IN SEVERAL STATES, INCLUDING RHODE ISLAND AND OKLAHOMA, TO WRITE LEGISLATION THAT EXPANDS RECORD CLEARANCE ELIGIBILITY AND USES AN AUTOMATIC CLEARANCE PROCESS TO DELIVER RELIEF. THIS HELPS US REACH MORE PEOPLE WHO ARE LIVING WITH CRIMINAL RECORDS AND REDUCE THEIR BURDEN IN SEEKING RELIEF. WE KNOW THIS WORK CAN BE FRUITFUL-AFTER JUST FOUR YEARS OF WORK IN CALIFORNIA, SB 731 WAS SIGNED INTO LAW, GREATLY EXPANDING RECORD CLEARANCE ELIGIBILITY WITH THE POTENTIAL TO IMPACT MILLIONS OF CONVICTIONS.-MADE IT EASIER FOR THE GOVERNMENT TO IMPLEMENT AUTOMATION. IN NEVADA, WE WERE CONTRACTED BY CLARK COUNTY TO CONDUCT A FEASIBILITY STUDY REGARDING AUTOMATICALLY SEALING CANNABIS AND OTHER ELIGIBLE RECORDS, AND IN COLORADO, WE STREAMLINED THE AUTOMATIC PROCESS TO REDUCE THE COMPLEXITY. IN CALIFORNIA, WE COMPLETED A KEY RESEARCH PROJECT AROUND HOW PEOPLE FIND OUT THEIR RECORD HAS BEEN CLEARED. 4955888 MOBILING OUR NATIONAL NETWORKTHROUGH OUR NETWORK, WE'RE MEETING COMMUNITY NEEDS AND CHANGING INEQUITABLE SYSTEMS. IN 2022 WE:-HELPED BUILD A COMPREHENSIVE ONLINE DATA RESOURCE ABOUT 911.OUR FIRST NATIONAL ACTION TEAM, REIMAGINE911, BUILT TOOLS THAT ENABLE LOCAL AGENCIES TO BETTER UNDERSTAND 911 DATA SO THAT CALLS CAN BE CHANNELED MORE ACCURATELY, WITHOUT AUTOMATICALLY RESORTING TO LAW ENFORCEMENT. -LED IMPACT SPRINTS THAT BUILT A FOUNDATION FOR STRONG COMMUNITY PARTNERSHIP, PARTNERING WITH COMMUNITY ORGANIZATIONS ACROSS THE COUNTRY TO DEVELOP PROTOTYPES AND ENGAGE VOLUNTEERS ACROSS DIVERSE ISSUE AREAS.-PILOTED BROADBAND-RELATED ACTIVITIES TO CLOSE THE DIGITAL EQUITY GAP. 4955888 29838247 1 1 0 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 38 0 1 210 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 6 1 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CA X X AMANDA RENTERIA 4158161286 972 MISSION STREET FLOOR 5 SAN FRANCISCO CA 94103 SHONA BROWN TREASURER 1.00 X X 0 0 0 KATIE BIBER CHEN SECRETARY 1.00 X X 0 0 0 TIM O'REILLY BOARD MEMBER 1.00 X 0 0 0 JOHN LILLY BOARD CHAIR 1.00 X X 0 0 0 WENDY DE LA ROSA BOARD MEMBER 1.00 X 0 0 0 JEN PAHLKA DIRECTOR 1.00 X 0 0 0 JIM SHELTON BOARD OBSERVER 1.00 X 0 0 0 AMANDA RENTERIA CHIEF EXECUTIVE OFFICER 40.00 X 349262 0 20848 LOUIS MOORE CHIEF TECHNOLOGY OFFICER 40.00 X 290195 0 17062 ARLENE CORBIN LEWIS CHIEF COMMUNICATIONS & MKTG OFFICER 40.00 X 234532 0 6932 EMILY TRACY CHIEF REVENUE OFFICER 40.00 X 228827 0 26490 LESLIE CAMPBELL CHIEF OF PEOPLE AND OPERATIONS 40.00 X 195626 0 9186 EVONNE SILVA VP, PROGRAMS 40.00 X 176665 0 28203 RYAN KO CHIEF OF STAFF 40.00 X 204959 0 15853 TRACEY PATTERSON VP, SAFETY NET 40.00 X 199021 0 27299 KERRY RODDEN SR PRIN DATA SCIENTIST 40.00 X 194003 0 30169 DAVID NEWVILLE SR DIRECTOR, PROGRAM 40.00 X 186232 0 16505 RADHAKRISHNAN VRAJMOHAN PRINCIPAL SOFTWARE ENGINEER 40.00 X 190458 0 29392 2449780 0 227939 102 0 1 0 WMBE PAYROLLING 9475 CHESAPEAKE DRIVE SAN DIEGO CA 92123 TEMP STAFFING 1744308 972 MISSION LLC 3401 HILLVIEW AVE PALO ALTO CA 94304 RENT & UTILITIES 599830 CENTER ON BUDGET AND POLICY PRIORITIES 1275 FIRST NE SUITE 1200 WASHINGTON DC 20002 CONSULTING SERVICES 558000 IGNITION 268 BUSH ST SAN FRANCISCO CA 94104 IT SERVICES 249915 SKADDEN ARPS SLATE MEAGHER & FLOM ONE MANHATTAN WEST NEW YORK NY 100018602 LEGAL SERVICES 226874 5 5389921 26651099 518883 32041020 CONSULTING SERVICES 541610 1513735 1513735 EVENT SPONSORSHIP 900099 210000 210000 EVENT ADMISSION FEES 900099 171297 171297 GOVT SERVICE FEES 900099 60000 60000 SPEAKER FEES 900099 5780 5780 1960812 290407 290407 752 752 34292991 1960812 0 291159 1475107 693147 483281 298679 21406723 16970589 3410511 1025623 521098 390728 93079 37291 4348167 3520685 662547 164935 1706934 1321524 290685 94725 2255477 1541656 645636 68185 145324 145324 72000 72000 266292 266292 1157548 1138488 19060 491553 304249 164881 22423 1761944 1446020 233222 82702 672111 606026 27826 38259 614148 426892 175514 11742 654082 585185 62637 6260 191632 182586 9046 80061 32374 45468 2219 BAD DEBT 525000 525000 PROFESSIONAL DEV. 196560 152834 29927 13799 MISCELLANEOUS 38200 0 38200 0 BANK FEES 24718 264 24454 0 13690 13690 38618369 29838247 6904234 1875888 29809434 9668609 15838759 97660 48595969 52197266 178282 239977 1048775 853972 386435 194803 1264048 28630457 248000 819746 96320927 91848518 838871 918753 0 749260 838871 1668013 X 18012094 10356384 77469962 79824121 95482056 90180505 96320927 91848518 -4325378 -976175 0 X 0 1 X 1 1 1 X 14871730 14073670 33320596 91034806 27401316 180702118 14871730 14073670 33320596 91034806 27401316 180702118 67332394 113369724 143205 98539 38551 29943 291159 601397 187642 854248 1222914 997255 1960812 5222871 186526386 0.60780 0.60130 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 148425 148425 38469944 38618369 1000000 250000 0 0 970373 1000000 1000000 1000000 3970373 5955560 107575 78939 61463 148425 396402 242593 250000 250000 250000 992593 1488890 14345 2028 2950 19323 897400 717920 179480 151375 136052 15323 194803 VIA TRANSPORTATION STOCK 1264048 C CHARLES SCHWAB CAPITAL FUND 27366409 C 28630457 LEASE LIABILITY 635983 RETIREMENT PLAN CONTRIB PAYABLE 91646 HSA LIABILITY 21631 749260 X 34095195 -976175 778379 -197796 34292991 0 34292991 39396748 778379 778379 38618369 0 38618369 PART X, LINE 2: THE ORGANIZATION IS CONSIDERED TO BE A PUBLIC CHARITY AND IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS EXEMPT FROM STATE TAX UNDER STATE OF CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D. ONLY UNRELATED BUSINESS INCOME IS SUBJECT TO FEDERAL AND STATE INCOME TAX. SINCE ALL THE ORGANIZATION'S INCOME IS RELATED TO ITS EXEMPT PURPOSE, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION HAS ADOPTED THE ACCOUNTING STANDARD RELATED TO UNCERTAINTIES IN INCOME TAXES. THE ORGANIZATION EVALUATES UNCERTAIN TAX POSITIONS THROUGH ITS REVIEW OF THE SOURCE OF REVENUE TO IDENTIFY UNRELATED BUSINESS INCOME AND CERTAIN OTHER MATTERS, INCLUDING THOSE WHICH MAY AFFECT ITS TAX EXEMPT STATUS. MANAGEMENT BELIEVES THEIR ESTIMATES RELATED TO INCOME TAX UNCERTAINTIES ARE APPROPRIATE BASED ON THE CURRENT FACTS AND CIRCUMSTANCES. THE ORGANIZATION'S FEDERAL RETURNS OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) FOR YEARS ENDED DECEMBER 31, 2019 AND AFTER ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY ARE FILED. THE ORGANIZATION'S STATE RETURNS (FORM 199) FOR THE YEARS ENDED DECEMBER 31, 2018 AND AFTER COULD BE SUBJECT TO EXAMINATION BY STATE (CALIFORNIA) TAXING AUTHORITIES, GENERALLY FOR FOUR YEARS AFTER THEY ARE FILED. X X X 0 0 0 0 0 0 0 0 0 AMANDA RENTERIA CHIEF EXECUTIVE OFFICER 349262 0 0 0 0 0 4313 0 16535 0 370110 0 0 0 LOUIS MOORE CHIEF TECHNOLOGY OFFICER 290195 0 0 0 0 0 6906 0 10156 0 307257 0 0 0 EMILY TRACY CHIEF REVENUE OFFICER 228827 0 0 0 0 0 6625 0 19865 0 255317 0 0 0 ARLENE CORBIN LEWIS CHIEF COMMUNICATIONS & MKTG OFFICER 234532 0 0 0 0 0 2300 0 4632 0 241464 0 0 0 TRACEY PATTERSON VP, SAFETY NET 199021 0 0 0 0 0 4000 0 23299 0 226320 0 0 0 KERRY RODDEN SR PRIN DATA SCIENTIST 194003 0 0 0 0 0 3574 0 26595 0 224172 0 0 0 RYAN KO CHIEF OF STAFF 204959 0 0 0 0 0 5699 0 10154 0 220812 0 0 0 RADHAKRISHNAN VRAJMOHAN PRINCIPAL SOFTWARE ENGINEER 190458 0 0 0 0 0 5538 0 23854 0 219850 0 0 0 EVONNE SILVA VP, PROGRAMS 176665 0 0 0 0 0 5015 0 23188 0 204868 0 0 0 LESLIE CAMPBELL CHIEF OF PEOPLE AND OPERATIONS 195626 0 0 0 0 0 600 0 8586 0 204812 0 0 0 DAVID NEWVILLE SR DIRECTOR, PROGRAM 186232 0 0 0 0 0 5404 0 11101 0 202737 0 0 0 X 1 518883 MARKET PRICE 0 0 1 0 PART I, COLUMN (B): COLUMN B: # OF CONTRIBUTIONS FORM 990, PART III, LINE 1 DESCRIPTION OF ORGANIZATION MISSION GOVERNMENT AT ALL LEVELS CAN AND SHOULD WORK WELL FOR ALL PEOPLE. CFA USES INSIGHTS AND IDEAS FROM REAL PEOPLE TO GUIDE IT TO REAL SOLUTIONS THAT BREAK DOWN BARRIERS TO MEET COMMUNITY NEEDS AND IMPROVE GOVERNMENT IN MEANINGFUL WAYS. CFA'S GOAL IS A RESILIENT SOCIETY THAT EFFECTIVELY AND EQUITABLY SERVES ALL AMERICANS, STARTING WITH THOSE WHO HAVE BEEN MARGINALIZED AND EXCLUDED. AMERICA IS ONE OF THE MOST RESOURCED COUNTRIES IN THE WORLD - YET 37 MILLION RESIDENTS LIVE IN POVERTY, WITH MILLIONS MORE STRUGGLING TO GET BY. GOVERNMENT CAN MEET THIS PROBLEM AT SCALE, AND TECHNOLOGY IS THE BEST TOOL WE HAVE TO MAKE SURE IT CAN DO SO EFFICIENTLY, EFFECTIVELY, AND EQUITABLY. TOO OFTEN, PEOPLE FACE MAJOR BURDENS WHEN TRYING TO ACCESSGOVERNMENT SERVICES - ESPECIALLY THOSE WHO ARE ALREADY MOST MARGINALIZED. AT CODE FOR AMERICA, WE'RE CHANGING THESE SYSTEMS. FORM 990, PART VI, SECTION A, LINE 2 TIM O'REILLY, BOARD MEMBER, IS MARRIED TO JENNIFER PAHLKA, FOUNDER OF CFA, BOARD MEMBER AND PAST EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT OF THE FORM 990 WILL BE CIRCULATED TO THE BOARD FOR MEMBERS TO REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C CFA HAS A BOARD APPROVED CONFLICT OF INTEREST POLICY. NEW MEMBERS ARE PROVIDED A COPY TO REVIEW AND ACKNOWLEDGE. PERIODICALLY THE POLICY IS REDISTRIBUTED TO ALL MEMBERS FOR REACKNOWLEDGEMENT. IF A CONFLICT WERE TO ARISE, THE CONFLICTED MEMBER WOULD RECUSE THEMSELVES FROM THE BOARD'S CONSIDERATION, DELIBERATION AND VOTING ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 THE HR MANAGER LEADS A SALARY REVIEW TWICE A YEAR WITH MANAGERS AND REVIEWS RECOMMENDATIONS ON SALARY INCREASES. THE INCREASES ARE REVIEWED BY THE CEO, CHIEF FINANCIAL AND PEOPLE OFFICER AND CHIEF TECHNOLOGY OFFICER. COMPENSATION CHANGES FOR EXECUTIVES ARE ALSO REVIEWED BY THE CEO AND A SUBSET OF THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON CFA'S WEBSITES AND UPON REQUEST.