2024-10-16T15:49:27-05:00 2023-12-31 932001788 BRYMAR CPA LLP 17 ASPEN WAY WATSONVILLE CA 95076 990 2023-01-01 770090129 PEOPLE ACTING IN COMMUNITY TOGETHER PEOP 4089988001 1100 SHASTA AVE 210 SAN JOSE CA 95126 REV RAY MONTGOMEREY EXECUTIVE DIRECTOR 4089988001 2024-10-03 1 0 MICHAEL J BRYANT P01568974 8312881720 2024-10-02 2023 2024-10-15 13:58:12Z REV RAY MONTGOMEREY 1100 SHASTA AVE 210 SAN JOSE CA 95126 973171 0 X WWW.PACTSJ.ORG X 1985 CA TO EMPOWER EVERY PEOPLE TO CREATE A MORE HEALTHY AND JUST SOCIETY. 11 11 9 859 0 0 423497 959297 20668 12105 1161 1769 103 0 445429 973171 0 0 0 0 560192 801674 0 0 108454 306626 329554 866818 1131228 -421389 -158057 1598079 1448562 27653 36193 1570426 1412369 X THE MISSION OF PEOPLE ACTING IN COMMUNITY TOGETHER, INC. ("PACT OR THE ORGANIZATION") IS TO EMPOWER EVERYDAY PEOPLE TO CREATE A MORE JUST COMMUNITY. FOUNDED IN EASTSIDE AND DOWNTOWN SAN JOSE, AND INCORPORATED IN THE STATE OF CALIFORNIA IN 1985. 0 0 164582 0 0 VOTER/CIVIC ENGAGEMENT: THE PURPOSE OF THE TOGETHER WE VOTE BLOCK PARTY IS TO PROVIDE A SPACE FOR ALL COMMUNITY MEMBERS TO COME TOGTHER FOR AN EDUCATIONAL, CONNECTIONAL, AND CELEBRATORY BLOCK PARTY. THIS IS A NON-PARTISAN, NON-LOBBYING EVENT. IN ADDITION TO FOOD AND FAMILY FUN (SUCH AS ARTS AND CRAFTS, BOUNCY HOUSE, DJ, ETC.), VOLUNTEERS OFFER ASSISTANCE FOR VOTER REGISTRATION, BALLOT INITIATIVES, BALLOT TRANSLATION AND GENERAL BALLOT HELP, INFORMATION ABOUT PROPOSED VOTING INITIATIVES (SUCH AS RANK-CHOICE VOTING OR DEMOCRACY DOLLARS), AND MUCH MORE!THE PURPOSE OF PACT CIVICS COHORT IS TO PROVIDE CIVIC EDUCATION FOR MEMBERS OF OUR COMMUNITY FOR THE PURPOSE OF BUILDING AND SUSTAINING A FUNCTIONAL DEMOCRACY. THIS COHORT PROVIDES PARTICIPANTS WITH THE BUILDING BLOCKS NEEDED TO BUILD POWER AND CREATE CHANGE BY ACTING TOGETHER IN THE PUBLIC SPHERE. IN ADDITION TO PROVIDING PRACTICAL TOOLS AND LEADERSHIP TRAINING, WE WILL CREATE A SENSE OF COMMUNITY, WHERE WE CAN ENGAGE DIVERSITY OF THOUGHT AND EXPERIENCE ACROSS RACE, GENDER, SEXUALITY, COUNTRY OF ORIGIN, AND RELIGIOUS OR SPIRITUAL BELIEFS. THE SESSIONS FOLLOW ONLY IN SAN JOS'S CIVICS MASTERCLASS (TOPICS INCLUDE: GOVERNMENT 101, BROWN ACT & SUNSHINE POLICIES, PARLIAMENTARY PROCEDURES, LEGISLATIVE RESEARCH AND WRITING, AND STORYTELLING AND ADVOCACY); ARE INFUSED WITH COMMUNITY ORGANIZING TOOLS (TOPICS INCLUDE: ORGANIZING CYCLE, SELF-INTEREST, LISTENING CAMPAIGNS, PUBLIC STORY, AND CUTTING AN ISSUE); AND INCLUDE GUEST SPEAKERS FROM OUR TOGETHER WE VOTE COALITION TO LEAD DISCUSSIONS ON HOW WE ARE PUTTING THESE LEARNINGS AND TOOLS TO WORK RIGHT NOW. 133183 0 0 HOUSING: OUR RESEARCH FOR THE PAST YEAR HAS INCLUDED MEETING WITH ELECTED OFFICIALS, COMMUNITY ORGANIZATIONS, HOUSING ATTORNEYS, ADMINISTRATORS, AND MORE; CONSULTING REGIONAL, COUNTY-WIDE, AND CITY-SPECIFIC DATA SOURCES; AND MOST IMPORTANTLY, WE SPOKE WITH DIRECTLY AFFECTED FAMILIES. PACT LEADERS ARE THINKING OUTSIDE OF THE BOX, HOLDING INTERNATIONAL RESEARCH MEETINGS, AND BRINGING OUR FAITH TO THE STREETS THROUGH PRESS CONFERENCE AND PRAYER VIGILS AND OUR COMMUNITY ACTIONS. OUR DEMANDSPACT LEADERS HAVE DETERMINED THAT NOW IS THE TIME TO PASS STATE AND LOCAL INITIATIVES THAT PROVIDE:1. PROTECTIONS FOR RENTERS2. ALLOW ACCESS TO AFFORDABLE HOUSING FOR THE MOST VULNERABLE, PARTICULARLY THE UNDOCUMENTED3. FIND NEW PATHWAYS TO HOMEOWNERSHIP AND4. PROVIDE A GUARANTEED BASIC INCOME.WE STARTED THE YEAR BY SENDING A PACT GROUP TO SACRAMENTO TO JOIN WITH OUR STATEWIDE FEDERATION TO MEET WITH LEGISLATORS TO PASS SB 567, THERE WERE OVER 700 PEOPLE. WE ARE PROUD THAT SB 567 HAS PASSED! WE HELD INTERNATIONAL RESEARCH MEETINGS, AS WELL PRESS CONFERENCE AND PRAYER VIGILS HERE AT LA PRIMERA! 45892 0 0 IMMIGRATION: PACT HAS PROVIDED LEADERSHIP IN SUPPORT OF THE IMMIGRANT COMMUNITY: WE BEGAN OUR IMMIGRATION WORK IN 2008 THROUGH THE CATHOLIC JUSTICE FOR IMMIGRANTS CAMPAIGN TRAINING CATHOLIC LEADERS TO TALK TO FELLOW PARISHIONERS ABOUT THE IMPACT OF IMMIGRATION. SINCE, THEN WE WORKED TO GET THE CITY OF SAN JOSE TO BE A "WELCOMING CITY TO IMMIGRANTS".WE DEVELOPED PACT'S SOLIDARITY NETWORK WITH OVER 70 CONGREGATIONS COMMITTED TO PROVIDE SANCTUARY AND SUPPORT FOR IMMIGRANTS IN SANTA CLARA COUNTY. THIS INCLUDED SOME CHURCHES FORMING ACCOMPANIMENT TEAMS, TO PROVIDE SPIRITUAL AND REFERRALS FOR FAMILIES WHO HAD SOMEONE DEPORTED.IN 2021, OUR IMMIGRANT LEADERS CAME TOGETHER TO SUPPORT A BILL THAT WOULD CHANGE THE REGISTRY DATE TO ALLOW MORE IMMIGRANTS TO QUALIFY FOR CITIZENSHIP. WE ENDED LAST YEAR WITH A SOCIAL JUSTICE RESOURCE FAIR AND BROUGHT TOGETHER LEGAL PROVIDERS TO GIVE LEGAL SERVICE AND BASIC NEEDS SERVICES TO IMMIGRANTS. WE ARE HEARING FROM IMMIGRANTS, THE NEED TO ACCESS LEGAL SERVICES BUT IT IS DIFFICULT TO PAY FOR THESE SERVICES. AND NON-PROFIT SERVICES PROVIDERS ARE AT CAPACITY. WE ALSO HEAR IN THE IMMIGRANT COMMUNITY THE NEED TO SAVE HOUSING, AND FEAR OF BEING EVICTED. WE ARE WORKING WITH PARISHIONERS TO SEE HOW WE CAN MAKE SURE THAT IMMIGRANTS HAVE ACCESS TO LEGAL SERVICES AND HOUSING! 533124 0 12105 OTHER PROGRAM SERVICES 533124 0 12105 876781 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 18 0 1 9 1 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X THE HEALTH TRUST 4089988001 3180 NEWBERRY DRIVE SUITE 200 SAN JOSE CA 95118 AURORA SOLIS CO-CHAIR 4.00 X X 0 0 0 DIANA WILKERSON-GRAHAM BOARD MEMBER 2.00 X 0 0 0 MARK TEAGLE CO-CHAIR 4.00 X X 0 0 0 REV STEPHANIE ROSE COOPER VICE CHAIR 4.00 X X 0 0 0 GREG SMITH TREASURER 4.00 X X 0 0 0 DONNA FURUTA BOARD MEMBER 2.00 X 0 0 0 JUDY HOLTZMAN BOARD MEMBER 2.00 X 0 0 0 IHEOMA UMEZ-ERONINI BOARD MEMBER 2.00 X 0 0 0 ROD DIXON BOARD MEMBER 2.00 X 0 0 0 MARNIE SINGER BOARD MEMBER 2.00 X 0 0 0 ELLINA YIN BOARD MEMBER 2.00 X 0 0 0 REV RAY MONTGOMERY EXECUTIVE DIRECTOR 40.00 X 66750 0 0 66750 0 0 0 0 0 0 0 44679 5000 909618 1000 959297 MEMBERSHIP DUES 624100 12105 12105 12105 1769 1769 0 44679 0 973171 12105 0 1769 X 66750 56630 4840 5280 598526 507785 43402 47339 92559 77724 9428 5407 43839 37250 3706 2883 27775 27775 27200 27200 1297 721 53 523 26724 22823 2161 1740 32109 29593 1765 751 14260 8259 1305 4696 3223 2760 256 207 6506 1684 4694 128 PURCHASED SERVICES 91782 70725 5020 16037 FOOD 37152 12575 8809 15768 CONTRACTED SERVICES 29605 24518 354 4733 TELEPHONE 10984 10100 486 398 20937 13634 4739 2564 1131228 876781 145993 108454 492558 398242 1050000 850000 32000 163500 1250 16114 12280 13938 68055 62782 8496 5273 1495 1495 1598079 1448562 27653 36193 27653 36193 X 1513026 1143997 57400 268372 1570426 1412369 1598079 1448562 -158057 0 X 1 X 0 0 0 X 774264 724423 748600 423497 959297 3630081 774264 724423 748600 423497 959297 3630081 981869 2648212 34817 19853 5222 1161 1769 62822 77456 1350 25550 20668 12105 137129 3830032 332639 0.69140 0.92710 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 10116 10116 1121112 1131228 188123 47031 0 0 148017 0 0 188123 336140 504210 3434 0 0 10116 13550 44359 0 0 47031 91390 137085 2707 0 0 2707 33549 33549 0 34506 29233 5273 5273 X FORM 990 LINE 11F THE ORGANIZATION EVALUATES ITS UNCERTAIN TAX POSITIONS AND WILL RECOGNIZE A LOSS CONTINGENCY WHEN IT IS PROBABLE THAT A LIABILITY HAS BEEN INCURRED AS OF THE DATE OF THE FINANCIAL STATEMENTS, AND THE AMOUNT OF THE LOSS CAN BE REASONABLY ESTIMATED. THE AMOUNT RECOGNIZED IS SUBJECT TO ESTIMATE AND MANAGEMENT JUDGMENT WITH RESPECT TO THE LIKELY OUTCOME OF EACH UNCERTAIN TAX POSITION. THE AMOUNT THAT IS ULTIMATELY SUSTAINED FOR AN INDIVIDUAL UNCERTAIN TAX POSITION OR FOR ALL UNCERTAIN TAX POSITIONS IN THE AGGREGATE COULD DIFFER FROM THE AMOUNT RECOGNIZED. AS OF DECEMBER 31, 2023, MANAGEMENT DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS. LUNCHEON 44679 44679 44679 44679 FORM 990, PART VI, SECTION B, LINE 11B ORGANIZATION'S PROCESS TO REVIEW FORM 990: THE TAX RETURN IS PREPARED BY A CERTIFIED PUBLIC ACCOUNTANT AND IS FORWARDED TO THE TREASURER FOR REVIEW AND APPROVAL. ONCE IT IS APPROVED, THE CERTIFIED PUBLIC ACCOUNTANT WILL PREPARE THE FINAL RETURN FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C ENFORCEMENT OF CONFLICTS POLICY: ALL OFFICERS AND DIRECTORS ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS PRIOR TO BECOMING A BOARD MEMBER AND MUST DISCLOSE ANY POTENTIAL CONFLICTS AS THEY ARISE WHILE SERVING ON THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION PROCESS FOR TOP OFFICIAL: THE EXECUTIVE DIRECTOR'S COMPENSATION IS DETERMINED BY THE BOARD OFFICERS ON BEHALF OF THE BOARD OF DIRECTORS. THE COMPENSATION PACKAGE WAS DEVELOPED BY REVIEWING MARKET SURVEYS, WHICH PROVIDED COMPENSATION RANGES BASED ON COMPARABLE NONPROFIT ORGANIZATIONS, LOCATION, ORGANIZATION SIZE, AND THE EXECUTIVE DIRECTOR'S RESPONSIBILITY LEVEL. THE BOARD ALSO TOOK INTO CONSIDERATION THE FOLLOWING FACTORS: THE RELATIONSHIP OF THE EXECUTIVE DIRECTOR'S COMPENSATION TO THE COMPENSATION OF OTHER EMPLOYEES, THE COMPLEXITY AND SIZE OF THE ORGANIZATION, THE JOB DUTIES OF THE EXECUTIVE DIRECTOR, THE INDIVIDUAL'S SALARY HISTORY, AND THE ORGANIZATION'S NEED FOR THE SERVICES OF THE EXECUTIVE DIRECTOR. FORM 990, PART VI, LINE 15B - COMPENSATION PROCESS FOR OFFICERS SEE LINE 15A. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS DISCLOSURE EXPLANATION: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC DIRECTLY UPON REQUEST. FORM 990, PART IX, LINE 24E SUPPLIES: PROGRAM SERVICE EXPENSES 8,918. MANAGEMENT AND GENERAL EXPENSES 639. FUNDRAISING EXPENSES 780. TOTAL EXPENSES 10,337. GRANTS AND AWARDS: PROGRAM SERVICE EXPENSES 3,798. MANAGEMENT AND GENERAL EXPENSES 1,905. FUNDRAISING EXPENSES 1,085. TOTAL EXPENSES 6,788. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 808. MANAGEMENT AND GENERAL EXPENSES 516. FUNDRAISING EXPENSES 691. TOTAL EXPENSES 2,015. IN-KIND SUPPLIES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,082. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,082. EQUIPMENT RENTAL: PROGRAM SERVICE EXPENSES 110. MANAGEMENT AND GENERAL EXPENSES 307. FUNDRAISING EXPENSES 8. TOTAL EXPENSES 425. UTILITIES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 290. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 290.