Project Hope Alliance FY2021 filing

Tax-deductible

Costa Mesa, CA501(c)(3)EducationEIN 75-3099628Revenue $2.0M in FY2021

On file with the IRSprojecthopealliance.org1954 Placentia Ave Ste 202, 92627-5321 · Costa Mesa, CATax-exempt since Mar 2003Publicly supported charity — 170(b)(1)(A)(vi)

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Provide homeless children with tools and opportunities to learn their way to a better tomorrow.

501(c)(3) charity; gifts are tax-deductible.
75¢ of each $1 spent went to programs.
$440K 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

FY2021 · 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
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $65K a year · 2% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
75%
of spending
Looks good: 75% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$440K
to officers and key staff · 20% of spending
Fine: pay to officers and key staff is 20% of spending; 15% to 20%.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 1.9 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $18K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$717K
117% of total assets
Concern: liabilities are 117% of assets; over 80%.
Pt X · Ln 26
Independent board members
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.0M
Spent
$2.2M
To programs
75%
Net assets
−$106K
By yearFY2021–FY2025
Revenue
$2.0M
FY2021
Tap a bar for its year
Revenue by fiscal year
FY2021$2.0M
FY2022$2.8M
FY2023$2.8M
FY2024$3.0M
FY2025$3.7M
Expenses
$2.2M
FY2021
Tap a bar for its year
Expenses by fiscal year
FY2021$2.2M
FY2022$2.4M
FY2023$2.9M
FY2024$3.0M
FY2025$3.4M
Net assets
−$106K
FY2021
Tap a bar for its year
Net assets by fiscal year
FY2021−$106K
FY2022$224K
FY2023$136K
FY2024$190K
FY2025$496K

From the FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Mar 2003.

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

Where the money goes

75 cents of each dollar spent went to programs.

Program services 75% · $1.7M Management & general 12% · $266K Fundraising 13% · $286K

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

10 people listed on the 990; $440K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
$181,112Pt VII · Sec A
Pres & Chief Strategy Officer
$146,428Pt VII · Sec A
Director of Ed (thru 9/17/21)
$112,008Pt VII · Sec A
Director/President
$0Pt VII · Sec A
Director/Treasurer
$0Pt VII · Sec A
Director/Secretary
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Jennifer Friend’s $204K as CEO is at the 83rd percentile of top reported officer pay among 3395 $1–10M education 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 · 4 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021
Jennifer Friend$203,600$171,950$202,563$174,750$181,112
Tracy Carmichael——$35,476$160,992$146,428
Jennifer Higgins Marin———$108,778$112,008
Shelby Feliciano-Sabala$100,299$75,390———

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

Equips homeless children with learning tools and opportunities for a brighter future.

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Provided by the organization

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1 program · $1.7M · in their own filed words · FY2020
01

Rapid Response (pandemic Relief

Motel outreach food distribution) - one time pop up program in response to the needs of our families in hotels during the pandemic. Provided a mobile motel pantry with fresh food, hygiene items, prepaid wifi hotspots, chromebooks and prepaid cell phones. The program served 1,470 people.

$1.7Mprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · received and paid
Grants received · FY2025
Total grants receivedfrom 2 funders$18K
Grants paid · 24 grants · $516K · 2020–2024
Unitemized GrantFY2024$23,124
Unitemized GrantFY2024$16,043
Unitemized GrantFY2024$15,990
Unitemized GrantFY2024$14,972
Unitemized GrantFY2024$5,463
Unitemized GrantFY2023$59,665
Unitemized GrantFY2023$8,640
Unitemized GrantFY2023$7,768
Unitemized GrantFY2023$4,561
Unitemized GrantFY2023$234
Unitemized GrantFY2022$76,484
Unitemized GrantFY2022$12,214
Unitemized GrantFY2022$11,682
Unitemized GrantFY2022$10,540
Unitemized GrantFY2021$85,268
Unitemized GrantFY2021$5,000
Unitemized GrantFY2021$5,000
Unitemized GrantFY2021$3,305
See all 24 grants →

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$2.0M
Ln 12
Gifts and grantsLn 1h$2.0M
Other incomeLn 4–11$2K
Investment incomeLn 3$67
Money outPt IX
$2.2M
Ln 25
Programscol B$1.7M
Managementcol C$266K
Fundraisingcol D$286K
Owns and owesPt X
−$106K
net assets · Ln 32
Cash and savingsLn 1–2$347K
Total assetsLn 16$611K
LiabilitiesLn 26$717K
PeoplePt VI, VII
10
listed · VII A
PaidVII A3
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.0M
Government grantsLn 1e$298K
Noncash giftsLn 1g$181K
Investment incomeLn 3$67
Other incomeLn 4–11$2K
Gains on assetsLn 7$0
Total revenueLn 12$2.0M
Assets in detailPt X, end of year
CashLn 1$289K
SavingsLn 2$59K
Cash and savings togetherLn 1–2$347K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$19K
Other assetsLn 15$58K
Total assetsLn 16$611K
LiabilitiesLn 26$717K
Net assetsLn 32−$106K
OperationsPt I, VI
EmployeesI 522
VolunteersI 6137
Fiscal year endsHeaderJune
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 FY21End FY21
Cash and savingsLn 1–2$644K$347K
InvestmentsLn 11–13$0$0
Land, buildings, equipmentLn 10c$33K$19K
Total assetsLn 16$935K$611K
LiabilitiesLn 26$762K$717K
Net assetsLn 32$173K−$106K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$157K$157K
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$403K$312K$31K$60K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$956K$739K$113K$103K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$121K$92K$12K$17K
Payroll taxesLn 10$104K$70K$25K$10K
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$20K$20K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$0
Advertising and promotionLn 12$53K$10K$44K
Office expensesLn 13$62K$27K$16K$19K
Information technologyLn 14$38K$23K$5K$11K
RoyaltiesLn 15$0
OccupancyLn 16$132K$91K$23K$19K
TravelLn 17$0
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$11K$11K
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$14K$12K$2K$796
InsuranceLn 23$10K$7K$956$1K
Other expenses (24a–d)Ln 24$147K$140K$6K$884
Total functional expensesLn 25$2.2M$1.7M$266K$286K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $3.7M$3.4M$306K$496K 990 PDF
FY2024 $3.0M$3.0M$54K$190K 990 PDF
FY2023 $2.8M$2.9M−$88K$136K 990 PDF
FY2022 $2.8M$2.4M$330K$224K 990 PDF
FY2021 Viewing $2.0M$2.2M−$279K−$106K 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 FY2021 990 (6 parts)
Part I · Summary $1,951,843 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $2,283,888$1,950,276
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year −$1,271$67
I-11 Other revenuePrior year $6,268$1,500
I-12 Total revenuePrior year $2,288,885$1,951,843
I-13 Grants and similar amounts paidPrior year $170,837$157,492
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $1,662,349$1,583,961
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $445,277$489,283
I-18 Total expensesPrior year $2,278,463$2,230,736
I-19 Revenue less expensesPrior year $10,422−$278,893
Part VI · Governance 7 of 7 board members independent, 1 to look at
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
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 $1,951,843 across 11 lines filed
VIII-1e Government grants$298,232
VIII-1f All other contributions, gifts and grants$1,652,044
VIII-1g Noncash contributions (included above)$180,685
VIII-1h Total contributions, gifts and grants$1,950,276
VIII-3 Investment incomeExcluded from tax $67$67
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$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $1,500$1,500
VIII-12 Total revenueRelated to mission $1,500 · Excluded from tax $67$1,951,843
Part IX · Statement of functional expenses $2,230,736 across 30 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individualsPrograms $157,492$157,492
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 $311,595 · Management $30,982 · Fundraising $60,454$403,031
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $738,888 · Management $113,465 · Fundraising $103,294$955,647
IX-8 Pension plan contributions$0
IX-9 Other employee benefitsPrograms $92,205 · Management $12,011 · Fundraising $16,704$120,920
IX-10 Payroll taxesPrograms $69,683 · Management $24,734 · Fundraising $9,946$104,363
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting feesManagement $20,243$20,243
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management fees$0
IX-11g Other fees for services$0
IX-12 Advertising and promotionPrograms $9,515 · Fundraising $43,591$53,106
IX-13 Office expensesPrograms $26,639 · Management $16,459 · Fundraising $19,227$62,325
IX-14 Information technologyPrograms $22,766 · Management $4,762 · Fundraising $10,851$38,379
IX-15 Royalties$0
IX-16 OccupancyPrograms $91,095 · Management $22,530 · Fundraising $18,851$132,476
IX-17 Travel$0
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 InterestManagement $11,426$11,426
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationPrograms $11,923 · Management $1,616 · Fundraising $796$14,335
IX-23 InsurancePrograms $7,170 · Management $956 · Fundraising $1,434$9,560
IX-24 Other expenses (24a–d)Programs $140,071 · Management $6,478 · Fundraising $884$147,433
IX-25 Total functional expensesPrograms $1,679,042 · Management $265,662 · Fundraising $286,032$2,230,736
Part X · Balance sheet $611,427 assets, 24 lines filed
X-1 Cash, non-interest-bearingStart of year $578,868$288,853
X-2 Savings and temporary cash investmentsStart of year $65,167$58,642
X-3 Pledges and grants receivableStart of year $160,587$176,371
X-4 Accounts receivableStart of year $0$0
X-8 Inventories for sale or useStart of year $0$0
X-9 Prepaid expenses and deferred chargesStart of year $16,609$9,846
X-10c Land, buildings and equipment, netStart of year $32,516$19,479
X-11 Publicly traded securitiesStart of year $0$0
X-12 Other securitiesStart of year $0$0
X-13 Program-related investmentsStart of year $0$0
X-14 Intangible assetsStart of year $0$0
X-15 Other assetsStart of year $81,684$58,236
X-16 Total assetsStart of year $935,431$611,427
X-17 Accounts payable and accrued expensesStart of year $162,378$151,602
X-18 Grants payableStart of year $0$0
X-19 Deferred revenueStart of year $0$0
X-20 Tax-exempt bond liabilitiesStart of year $0$0
X-24 Unsecured notes and loans payableStart of year $0$0
X-25 Other liabilitiesStart of year $600,000$565,665
X-26 Total liabilitiesStart of year $762,378$717,267
X-27 Net assets without donor restrictionsStart of year −$52,447−$332,211
X-28 Net assets with donor restrictionsStart of year $225,500$226,371
X-32 Total net assets or fund balancesStart of year $173,053−$105,840
X-33 Total liabilities and net assetsStart of year $935,431$611,427
Part XI · Reconciliation of net assets −$105,840 net assets at year end
XI-1 Total revenue$1,951,843
XI-2 Total expenses$2,230,736
XI-3 Revenue less expenses−$278,893
XI-4 Net assets at start of year$173,053
XI-10 Net assets at end of year−$105,840

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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