Okizu Foundation FY2022 filing

Tax-deductible

Novato, CA501(c)(3)UnclassifiedEIN 68-0291178Revenue $3.1M in FY2022

On file with the IRSokizu.org83 Hamilton Dr Ste 200, 94949-5674 · Novato, CATax-exempt since Feb 1993Publicly supported charity — 170(b)(1)(A)(vi)

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To provide mentoring, peer support, respite and recreational programs for all members of families affected by childhood cancer.

501(c)(3) charity; gifts are tax-deductible.
65¢ of each $1 spent went to programs.
$260K 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

FY2022 · 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
5 of 5
filings with a surplus
Average surplus $3.4M a year · 69% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
65%
of spending
Fine: 65% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$260K
to officers and key staff · 17% of spending
Fine: pay to officers and key staff is 17% of spending; 15% to 20%.
Pt VII · Sec A
Cash reserves
66 mo
of spending, in cash
Looks good: 65.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
4
named funders · $196K
Looks good: 4 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$167K
0.9% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
10
of 10 voting members
Looks good: 10 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$3.1M
-25% vs prior year
Spent
$1.5M
To programs
65%
Net assets
$18.8M
By yearFY2020–FY2024
Revenue
$3.1M
FY2022▼ -25%
Tap a bar for its year
Revenue by fiscal year
FY2020$9.6M
FY2021$4.1M
FY2022$3.1M
FY2023$3.7M
FY2024$4.2M
Expenses
$1.5M
FY2022▲ +67%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.5M
FY2021$910K
FY2022$1.5M
FY2023$1.8M
FY2024$1.9M
Net assets
$18.8M
FY2022▲ +1%
Tap a bar for its year
Net assets by fiscal year
FY2020$15.6M
FY2021$18.5M
FY2022$18.8M
FY2023$20.9M
FY2024$22.3M

From the FY2022 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2022 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 Feb 1993.

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

Where the money goes

65 cents of each dollar spent went to programs.

Program services 65% · $993K Management & general 6% · $87K Fundraising 29% · $437K

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

12 people listed on the 990; $260K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$149,505Pt VII · Sec A
Director of Marketing & Special Events
$110,688Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Suzanne Randall$162,989$155,678$149,505$141,494$139,953
Sarah Uldricks—$129,438$110,688——
Heather Ferrier$102,174————

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.

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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

Supports families affected by childhood cancer with mentoring, peer support, and recreational programs.

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Provided by the organization

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1 program · $993K · in their own filed words · FY2022
01

Camp okizu located at berry creek was destroyed in bear fire in september of 2020. During 2022, okizu returned to having physical camps for children with cancer and their families using rental sites since their camp was destroyed by fire.

$993Kprogram 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
See all 4 funders →

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$3.1M
Ln 12
Gifts and grantsLn 1h$2.9M
Investment incomeLn 3$292K
Money outPt IX
$1.5M
Ln 25
Programscol B$993K
Managementcol C$87K
Fundraisingcol D$437K
Owns and owesPt X
$18.8M
net assets · Ln 32
Cash and savingsLn 1–2$8.3M
Total assetsLn 16$18.9M
LiabilitiesLn 26$167K
PeoplePt VI, VII
12
listed · VII A
PaidVII A2
Voting boardVI 1a10
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.9M
Fundraising eventsLn 1c$1.4M
Investment incomeLn 3$292K
Gains on assetsLn 7$85K
Total revenueLn 12$3.1M
Assets in detailPt X, end of year
CashLn 1$1.7M
SavingsLn 2$6.6M
Cash and savings togetherLn 1–2$8.3M
InvestmentsLn 11–13$8.6M
Land, buildings, equipmentLn 10c$1.1M
Other assetsLn 15$196K
Total assetsLn 16$18.9M
LiabilitiesLn 26$167K
Net assetsLn 32$18.8M
OperationsPt I, VI
EmployeesI 515
VolunteersI 6170
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$11.2M$8.3M
InvestmentsLn 11–13$4.8M$8.6M
Land, buildings, equipmentLn 10c$2.0M$1.1M
Total assetsLn 16$18.6M$18.9M
LiabilitiesLn 26$27K$167K
Net assetsLn 32$18.5M$18.8M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$167K$92K$8K$67K
Other salaries and wagesLn 7$591K$346K$33K$212K
Other employee benefitsLn 9$45K$35K$2K$8K
Payroll taxesLn 10$61K$33K$4K$24K
Accounting feesLn 11c$24K$13K$1K$10K
Other fees for servicesLn 11g$69K$38K$4K$27K
Office expensesLn 13$54K$37K$13K$4K
OccupancyLn 16$62K$39K$3K$21K
Depreciation, depletion and amortizationLn 22$22K$22K
InsuranceLn 23$74K$41K$4K$29K
Other expenses (24a–d)Ln 24$325K$291K$505$33K
All other expensesLn 24e$23K$5K$14K$4K
Total functional expensesLn 25$1.5M$993K$87K$437K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $4.2M$1.9M$2.4M$22.3M 990 PDF
FY2023 $3.7M$1.8M$1.9M$20.9M 990 PDF
FY2022 Viewing $3.1M$1.5M$1.6M$18.8M 990 PDF
FY2021 $4.1M$910K$3.2M$18.5M 990 PDF
FY2020 $9.6M$1.5M$8.0M$15.6M 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 FY2022 990 (6 parts)
Part I · Summary $3,078,426 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $3,843,894$2,852,848
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $31,092$291,712
I-11 Other revenuePrior year $214,929−$66,134
I-12 Total revenuePrior year $4,089,915$3,078,426
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $630,946$864,097
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $279,352$653,387
I-18 Total expensesPrior year $910,298$1,517,484
I-19 Revenue less expensesPrior year $3,179,617$1,560,942
Part VI · Governance 10 of 10 board members independent, 1 to look at
VI-1a Voting members of the governing body10
VI-1b Independent voting members10
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $3,078,426 across 8 lines filed
VIII-1c Fundraising events$1,384,045
VIII-1f All other contributions, gifts and grants$1,468,803
VIII-1h Total contributions, gifts and grants$2,852,848
VIII-3 Investment incomeExcluded from tax $206,970$206,970
VIII-7 Net gain or loss on sales of assetsExcluded from tax $84,742$84,742
VIII-8 Net income from fundraising eventsExcluded from tax −$84,571−$84,571
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $18,437$18,437
VIII-12 Total revenueRelated to mission $18,437 · Unrelated business $0 · Excluded from tax $207,141$3,078,426
Part IX · Statement of functional expenses $1,517,484 across 12 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $91,976 · Management $8,361 · Fundraising $66,892$167,229
IX-7 Other salaries and wagesPrograms $346,473 · Management $33,241 · Fundraising $211,610$591,324
IX-9 Other employee benefitsPrograms $35,048 · Management $2,398 · Fundraising $7,506$44,952
IX-10 Payroll taxesPrograms $33,190 · Management $3,799 · Fundraising $23,603$60,592
IX-11c Accounting feesPrograms $13,155 · Management $1,196 · Fundraising $9,567$23,918
IX-11g Other fees for servicesPrograms $37,695 · Management $4,008 · Fundraising $27,227$68,930
IX-13 Office expensesPrograms $36,796 · Management $13,001 · Fundraising $3,712$53,509
IX-16 OccupancyPrograms $39,219 · Management $2,574 · Fundraising $20,648$62,441
IX-22 Depreciation, depletion and amortizationPrograms $22,091$22,091
IX-23 InsurancePrograms $40,632 · Management $4,004 · Fundraising $29,450$74,086
IX-24 Other expenses (24a–d)Programs $291,316 · Management $505 · Fundraising $33,345$325,166
IX-24e All other expensesPrograms $5,205 · Management $14,270 · Fundraising $3,771$23,246
IX-25 Total functional expensesPrograms $992,796 · Management $87,357 · Fundraising $437,331$1,517,484
Part X · Balance sheet $18,933,708 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $4,662,665$1,676,844
X-2 Savings and temporary cash investmentsStart of year $6,552,577$6,634,039
X-3 Pledges and grants receivableStart of year $545,197$591,204
X-8 Inventories for sale or useStart of year $3,612$2,251
X-9 Prepaid expenses and deferred chargesStart of year $20,216$69,967
X-10c Land, buildings and equipment, netStart of year $2,014,666$1,139,455
X-11 Publicly traded securitiesStart of year $4,774,111$8,623,516
X-15 Other assetsStart of year $3,609$196,432
X-16 Total assetsStart of year $18,576,653$18,933,708
X-17 Accounts payable and accrued expensesStart of year $26,753$64,541
X-25 Other liabilitiesStart of year $0$102,629
X-26 Total liabilitiesStart of year $26,753$167,170
X-27 Net assets without donor restrictionsStart of year $17,462,032$17,648,732
X-28 Net assets with donor restrictionsStart of year $1,087,868$1,117,806
X-32 Total net assets or fund balancesStart of year $18,549,900$18,766,538
X-33 Total liabilities and net assetsStart of year $18,576,653$18,933,708
Part XI · Reconciliation of net assets $18,766,538 net assets at year end
XI-1 Total revenue$3,078,426
XI-2 Total expenses$1,517,484
XI-3 Revenue less expenses$1,560,942
XI-4 Net assets at start of year$18,549,900
XI-5 Net unrealized gains (losses) on investments−$463,405
XI-8 Prior period adjustments$7,962
XI-9 Other changes in net assets−$888,861
XI-10 Net assets at end of year$18,766,538

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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