Generatehope INC FY2023 filing

Tax-deductible

San Diego, CA501(c)(3)Since 2008Human ServicesEIN 26-3405689Revenue $1.9M in FY2023

On file with the IRSgeneratehope.org4025 Camino Del Rio S Ste 300, 92108-4108 · San Diego, CATax-exempt since Jun 2009Publicly supported charity — 170(b)(1)(A)(vi)

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Generatehope provides long-term,comprehensive housing, recovery & transition programs to women ages 18 and above who have survived the complex traumas of sex trafficking so that they can engage society as healthy, inspiring members of the community.

501(c)(3) charity; gifts are tax-deductible.
84¢ of each $1 spent went to programs.
$180K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average surplus $313K a year · 18% of revenue · last 5 filings
Worth a look: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
84%
of spending
Looks good: 84% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$180K
to officers and key staff · 9% of spending
Looks good: pay to officers and key staff is 9% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
4 mo
of spending, in cash
Looks good: 3.6 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $7K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$115K
3% of total assets
Looks good: liabilities are 3% of assets; 50% or less.
Pt X · Ln 26
Independent board members
6
of 6 voting members
Looks good: 6 of 6 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.9M
+36% vs prior year
Spent
$2.0M
To programs
84%
Net assets
$3.6M
By yearFY2020–FY2024
Revenue
$1.9M
FY2023▲ +36%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.3M
FY2021$2.9M
FY2022$1.4M
FY2023$1.9M
FY2024$1.1M
Expenses
$2.0M
FY2023▲ +28%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.1M
FY2021$1.3M
FY2022$1.6M
FY2023$2.0M
FY2024$1.2M
Net assets
$3.6M
FY2023▼ -1%
Tap a bar for its year
Net assets by fiscal year
FY2020$2.1M
FY2021$3.8M
FY2022$3.6M
FY2023$3.6M
FY2024$3.4M

From the FY2023 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jun 2009.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

84 cents of each dollar spent went to programs.

Program services 84% · $1.7M Management & general 9% · $170K Fundraising 7% · $140K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

7 people listed on the 990; $180K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Dir.
$179,652Pt VII · Sec A
President
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A

Annie Rodriguez’s $106K as Executive Dir. is at the 40th percentile of top reported officer pay among 3868 $1–10M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Annie Rodriguez$105,580$179,652$157,110$157,476$155,000

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Generatehope INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Provides housing and recovery programs for women who survived sex trafficking.

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Provided by the organization

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3 programs · $1.7M · in their own filed words · FY2023
01

GenerateHope provides residential restorative care programs for adult female survivors of sex trafficking in 3 different shelter homes in San Diego, CA, and Northern Colorado. The three pillars of our services are safe housing, intensive therapy, and education/vocational training.

$756Kprogram expense
02

Trauma Therapy (individual and Group Therapy for Healing)

On-site licensed psychotherapists provided trauma-informed therapy, including cognitive behavioral therapy (CBT) and dialectic behavioral therapy (DBT). Each survivor received an average of four group sessions and one hour of individual therapy per week, including progressive eye movement desensitization and reprocessing (emdr).

$504Kprogram expense
03

Education (academic and Life Skills Acquisition)

Used and created trauma-informed curriculums to meet these complex needs for adult survivors. Our progressive focus on scholarship added value to personal development plans. Key outcomes to long-term success included a living-wage vocation and new skills as critical thinkers and life-long learners. The education program runs year-round.

$420Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2025
Total grants receivedfrom 1 funder$7K

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$1.9M
Ln 12
Gifts and grantsLn 1h$1.9M
Investment incomeLn 3$1K
Money outPt IX
$2.0M
Ln 25
Programscol B$1.7M
Managementcol C$170K
Fundraisingcol D$140K
Owns and owesPt X
$3.6M
net assets · Ln 32
Cash and savingsLn 1–2$602K
Total assetsLn 16$3.7M
LiabilitiesLn 26$115K
PeoplePt VI, VII
7
listed · VII A
PaidVII A1
Voting boardVI 1a6
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.9M
Government grantsLn 1e$507K
Noncash giftsLn 1g$91K
Fundraising eventsLn 1c$108K
Investment incomeLn 3$1K
Gains on assetsLn 7$0
Total revenueLn 12$1.9M
Assets in detailPt X, end of year
CashLn 1$597K
SavingsLn 2$5K
Cash and savings togetherLn 1–2$602K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$3.1M
Other assetsLn 15$0
Total assetsLn 16$3.7M
LiabilitiesLn 26$115K
Net assetsLn 32$3.6M
OperationsPt I, VI
EmployeesI 541
VolunteersI 6500
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$580K$602K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$3.1M$3.1M
Total assetsLn 16$3.7M$3.7M
LiabilitiesLn 26$90K$115K
Net assetsLn 32$3.6M$3.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$180K$117K$18K$45K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$1.0M$925K$31K$67K
Pension plan contributionsLn 8$14K$11K$2K$1K
Other employee benefitsLn 9$107K$90K$6K$11K
Payroll taxesLn 10$101K$83K$10K$8K
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$74K$74K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$307$307
Advertising and promotionLn 12$0
Office expensesLn 13$23K$17K$6K
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$25K$25K
TravelLn 17$12K$11K$768
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$887$598$289
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$96K$96K
InsuranceLn 23$75K$63K$10K$2K
Other expenses (24a–d)Ln 24$223K$217K$3K$3K
All other expensesLn 24e$36K$23K$9K$4K
Total functional expensesLn 25$2.0M$1.7M$170K$140K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $1.1M$1.2M−$94K$3.4M 990 PDF
FY2023 Viewing $1.9M$2.0M−$54K$3.6M 990 PDF
FY2022 $1.4M$1.6M−$136K$3.6M 990 PDF
FY2021 $2.9M$1.3M$1.6M$3.8M 990 PDF
FY2020 $1.3M$1.1M$237K$2.1M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2023 990 (6 parts)
Part I · Summary $1,935,244 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,470,342$1,941,215
I-9 Program service revenue$0
I-10 Investment incomePrior year $233$1,088
I-11 Other revenuePrior year −$51,672−$7,059
I-12 Total revenuePrior year $1,418,903$1,935,244
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $1,105,217$1,424,791
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $449,755$564,676
I-18 Total expensesPrior year $1,554,972$1,989,467
I-19 Revenue less expensesPrior year −$136,069−$54,223
Part VI · Governance 6 of 6 board members independent, no flags
VI-1a Voting members of the governing body6
VI-1b Independent voting members6
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $1,935,244 across 11 lines filed
VIII-1c Fundraising events$107,714
VIII-1e Government grants$507,054
VIII-1f All other contributions, gifts and grants$1,326,447
VIII-1g Noncash contributions (included above)$90,550
VIII-1h Total contributions, gifts and grants$1,941,215
VIII-3 Investment incomeRelated to mission $1,088$1,088
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events−$7,059
VIII-12 Total revenueRelated to mission $1,088$1,935,244
Part IX · Statement of functional expenses $1,989,467 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $116,774 · Management $17,965 · Fundraising $44,913$179,652
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $924,790 · Management $31,219 · Fundraising $66,664$1,022,673
IX-8 Pension plan contributionsPrograms $10,758 · Management $2,097 · Fundraising $1,460$14,315
IX-9 Other employee benefitsPrograms $90,362 · Management $5,946 · Fundraising $10,570$106,878
IX-10 Payroll taxesPrograms $83,239 · Management $9,850 · Fundraising $8,184$101,273
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting feesManagement $74,125$74,125
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management fees$0
IX-11g Other fees for servicesPrograms $307$307
IX-12 Advertising and promotion$0
IX-13 Office expensesPrograms $17,477 · Management $5,577$23,054
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 OccupancyPrograms $24,771$24,771
IX-17 TravelPrograms $10,929 · Management $768$11,697
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetingsPrograms $598 · Management $289$887
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationPrograms $96,259$96,259
IX-23 InsurancePrograms $62,521 · Management $10,260 · Fundraising $1,862$74,643
IX-24 Other expenses (24a–d)Programs $217,260 · Management $2,668 · Fundraising $2,670$222,598
IX-24e All other expensesPrograms $23,169 · Management $9,200 · Fundraising $3,966$36,335
IX-25 Total functional expensesPrograms $1,679,214 · Management $169,964 · Fundraising $140,289$1,989,467
Part X · Balance sheet $3,678,963 assets, 19 lines filed
X-1 Cash, non-interest-bearingStart of year $549,398$596,898
X-2 Savings and temporary cash investmentsStart of year $30,623$5,120
X-3 Pledges and grants receivable$0
X-4 Accounts receivable$0
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred charges$950
X-10c Land, buildings and equipment, netStart of year $3,128,573$3,075,995
X-11 Publicly traded securities$0
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assets$0
X-16 Total assetsStart of year $3,708,594$3,678,963
X-17 Accounts payable and accrued expensesStart of year $76,903$100,300
X-25 Other liabilitiesStart of year $13,300$14,495
X-26 Total liabilitiesStart of year $90,203$114,795
X-27 Net assets without donor restrictionsStart of year $3,318,391$3,564,168
X-32 Total net assets or fund balancesStart of year $3,618,391$3,564,168
X-33 Total liabilities and net assetsStart of year $3,708,594$3,678,963
Part XI · Reconciliation of net assets $3,564,168 net assets at year end
XI-1 Total revenue$1,935,244
XI-2 Total expenses$1,989,467
XI-3 Revenue less expenses−$54,223
XI-4 Net assets at start of year$3,618,391
XI-6 Donated services and use of facilities$240,000
XI-9 Other changes in net assets−$240,000
XI-10 Net assets at end of year$3,564,168

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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