Community Working Group INC FY2023 filing

Tax-deductible

Fremont, CA501(c)(3)Since 1999Human ServicesEIN 77-0446309Revenue $457K in FY2023

On file with the IRSabode.org40849 Fremont Blvd, 94538-4306 · Fremont, CATax-exempt since Sep 1997Publicly supported charity — 170(b)(1)(A)(vi)

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To provide housing and services for homeless and low-income individuals and families, as well as those at risk of becoming homeless, in santa clara and san mateo counties. Cwg's mission is to develop and/or acquire housing that is made available to low-income families and individuals and those who are homeless or at risk of becoming homeless. Cwg achieves its goals by marshaling Community resources and coordinating strategic alliances with Community partners for the development and operation of housing and services, and by serving as advocates on their behalf.

501(c)(3) charity; gifts are tax-deductible.
95¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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
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
5 of 6
filings with a surplus
Average surplus $92K a year · 14% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
95%
of spending
Looks good: 95% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
1 mo
of spending, in cash
Fine: 1.1 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $1K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$4.5M
40% of total assets
Looks good: liabilities are 40% of assets; 50% or less.
Pt X · Ln 26
Independent board members
17
of 17 voting members
Looks good: 17 of 17 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$457K
-64% vs prior year
Spent
$1.4M
To programs
95%
Net assets
$6.7M
By yearFY2020–FY2025
Revenue
$457K
FY2023▼ -64%
Tap a bar for its year
Revenue by fiscal year
FY2020$475K
FY2021$640K
FY2022$1.3M
FY2023$457K
FY2024$359K
FY2025$811K
Expenses
$1.4M
FY2023▲ +212%
Tap a bar for its year
Expenses by fiscal year
FY2020$458K
FY2021$454K
FY2022$457K
FY2023$1.4M
FY2024$352K
FY2025$319K
Net assets
$6.7M
FY2023▼ -10%
Tap a bar for its year
Net assets by fiscal year
FY2020$7.2M
FY2021$8.2M
FY2022$7.4M
FY2023$6.7M
FY2024$6.8M
FY2025$7.0M

From the FY2023 Form 990 (year ending June 2023) · 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 (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Sep 1997.

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

Where the money goes

95 cents of each dollar spent went to programs.

Program services 95% · $1.4M Management & general 5% · $65K Fundraising 0% · $2K

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

20 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
President
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Board Director
$0Pt VII · Sec A
Board Director
$0Pt VII · Sec A
Board Director
$0Pt VII · Sec A
See Community Working Group 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 15aNo

Programs and updates

Develops and acquires housing for low-income families, individuals, and those experiencing homelessness.

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Provided by the organization

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1 program · $1.4M · in their own filed words · FY2022
01

To provide housing and services for homeless and low-income individuals and families, as well as those at risk of becoming homeless, in santa clara and san mateo counties. CWG'S mission is to develop AND/OR acquire housing that is made available to low-income families and individuals and those who are homeless or at risk of becoming…

$1.4Mprogram 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 · FY2024
Total grants receivedfrom 1 funder$1K
Grants paid · 1 grant · $944K · 2022–2022
Opportunity Center Associates LPFY2022$944,065

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$457K
Ln 12
Investment incomeLn 3$243K
Fees for servicesLn 2g$175K
Gifts and grantsLn 1h$39K
Money outPt IX
$1.4M
Ln 25
Programscol B$1.4M
Managementcol C$65K
Fundraisingcol D$2K
Owns and owesPt X
$6.7M
net assets · Ln 32
Cash and savingsLn 1–2$128K
Total assetsLn 16$11.1M
LiabilitiesLn 26$4.5M
PeoplePt VI, VII
20
listed · VII A
PaidVII A0
Voting boardVI 1a17
IndependentVI 1b17
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$39K
Government grantsLn 1e$20K
Fees for servicesLn 2g$175K
Investment incomeLn 3$243K
Total revenueLn 12$457K
Assets in detailPt X, end of year
CashLn 1$93K
SavingsLn 2$35K
Cash and savings togetherLn 1–2$128K
InvestmentsLn 11–13$6.3M
Land, buildings, equipmentLn 10c$3.7M
Other assetsLn 15$962K
Total assetsLn 16$11.1M
LiabilitiesLn 26$4.5M
Net assetsLn 32$6.7M
OperationsPt I, VI
EmployeesI 50
VolunteersI 63
Fiscal year endsHeaderJune
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$32K$128K
InvestmentsLn 11–13$7.0M$6.3M
Land, buildings, equipmentLn 10c$3.8M$3.7M
Total assetsLn 16$11.8M$11.1M
LiabilitiesLn 26$4.4M$4.5M
Net assetsLn 32$7.4M$6.7M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$944K$944K
Other salaries and wagesLn 7$15K$15K
Payroll taxesLn 10$1K$1K
Management feesLn 11a$19K$9K$10K
Accounting feesLn 11c$37K$1K$35K
Investment management feesLn 11f$7K$7K
Other fees for servicesLn 11g$83K$82K$1K
Office expensesLn 13$8K$1K$6K$935
OccupancyLn 16$23K$23K
TravelLn 17$857$171$686
InterestLn 20$72K$72K
Depreciation, depletion and amortizationLn 22$123K$123K
InsuranceLn 23$27K$22K$5K
Other expenses (24a–d)Ln 24$63K$63K
Total functional expensesLn 25$1.4M$1.4M$65K$2K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $811K$319K$492K$7.0M 990 PDF
FY2024 $359K$352K$7K$6.8M 990 PDF
FY2023 Viewing $457K$1.4M−$967K$6.7M 990 PDF
FY2022 $1.3M$457K$817K$7.4M 990 PDF
FY2021 $640K$454K$186K$8.2M 990 PDF
FY2020 $475K$458K$17K$7.2M 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 $457,355 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $122,990$38,604
I-9 Program service revenuePrior year $154,878$175,281
I-10 Investment incomePrior year $993,983$243,470
I-11 Other revenuePrior year $1,781$0
I-12 Total revenuePrior year $1,273,632$457,355
I-13 Grants and similar amounts paidPrior year $0$944,065
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$16,567
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $456,615$463,692
I-18 Total expensesPrior year $456,615$1,424,324
I-19 Revenue less expensesPrior year $817,017−$966,969
Part VI · Governance 17 of 17 board members independent, 1 to look at
VI-1a Voting members of the governing body17
VI-1b Independent voting members17
VI-15a Process for setting top official's payNo
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
Part VIII · Statement of revenue $457,355 across 6 lines filed
VIII-1e Government grants$20,321
VIII-1f All other contributions, gifts and grants$18,283
VIII-1h Total contributions, gifts and grants$38,604
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $175,281$175,281
VIII-3 Investment incomeExcluded from tax $243,470$243,470
VIII-12 Total revenueRelated to mission $175,281 · Unrelated business $0 · Excluded from tax $243,470$457,355
Part IX · Statement of functional expenses $1,424,324 across 14 lines filed
IX-1 Grants to domestic organizationsPrograms $944,065$944,065
IX-7 Other salaries and wagesPrograms $15,302$15,302
IX-10 Payroll taxesPrograms $1,265$1,265
IX-11a Management feesPrograms $8,900 · Management $9,685$18,585
IX-11c Accounting feesPrograms $1,140 · Management $35,465$36,605
IX-11f Investment management feesManagement $6,992$6,992
IX-11g Other fees for servicesPrograms $82,069 · Fundraising $1,386$83,455
IX-13 Office expensesPrograms $1,210 · Management $6,212 · Fundraising $935$8,357
IX-16 OccupancyPrograms $22,930$22,930
IX-17 TravelPrograms $171 · Management $686$857
IX-20 InterestPrograms $72,415$72,415
IX-22 Depreciation, depletion and amortizationPrograms $123,361$123,361
IX-23 InsurancePrograms $21,935 · Management $5,484$27,419
IX-24 Other expenses (24a–d)Programs $62,716$62,716
IX-25 Total functional expensesPrograms $1,357,479 · Management $64,524 · Fundraising $2,321$1,424,324
Part X · Balance sheet $11,143,284 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $32,260$93,328
X-2 Savings and temporary cash investments$34,558
X-3 Pledges and grants receivableStart of year $29,801$2,995
X-4 Accounts receivableStart of year $25,000$48,496
X-9 Prepaid expenses and deferred charges$2,144
X-10c Land, buildings and equipment, netStart of year $3,794,127$3,670,766
X-11 Publicly traded securitiesStart of year $4,649,451$4,009,686
X-13 Program-related investmentsStart of year $2,319,754$2,319,708
X-15 Other assetsStart of year $925,595$961,603
X-16 Total assetsStart of year $11,775,988$11,143,284
X-17 Accounts payable and accrued expensesStart of year $47,168$99,606
X-25 Other liabilitiesStart of year $652,596$691,369
X-26 Total liabilitiesStart of year $4,393,185$4,484,396
X-27 Net assets without donor restrictionsStart of year $7,382,803$6,658,888
X-32 Total net assets or fund balancesStart of year $7,382,803$6,658,888
X-33 Total liabilities and net assetsStart of year $11,775,988$11,143,284
Part XI · Reconciliation of net assets $6,658,888 net assets at year end
XI-1 Total revenue$457,355
XI-2 Total expenses$1,424,324
XI-3 Revenue less expenses−$966,969
XI-4 Net assets at start of year$7,382,803
XI-5 Net unrealized gains (losses) on investments$243,054
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$6,658,888

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

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