2025-09-24T12:53:23-05:00 2024-12-31 770051130 ABBOTT STRINGHAM & LYNCH 1901 S BASCOM AVE SUITE 105 CAMPBELL CA 95008 990 2024-01-01 271067272 CODE FOR AMERICA LABS INC CODE 4158161286 2323 BROADWAY OAKLAND CA 94612 AMANDA RENTERIA CHIEF EXECUTIVE OFFICER 4158161286 2025-09-23 1 0 SHEBA B DALANEY P00351252 4083778700 2025-09-23 2024 2025-03-06 01:10:19Z X AMANDA RENTERIA 2323 BROADWAY OAKLAND CA 94612 31378134 0 X WWW.CODEFORAMERICA.ORG X 2009 CA CODE FOR AMERICA IS A NONPROFIT THAT BELIEVES GOVERNMENT CAN WORK IN THE DIGITAL AGE. 7 6 195 11 0 0 34703616 27553456 2401811 1095211 820419 1202232 0 0 37925846 29850899 0 13500 0 0 33876882 28967867 0 0 1241966 9536154 9429407 43413036 38410774 -5487190 -8559875 86095198 77752722 895892 522025 85199306 77230697 X CODE FOR AMERICA (CFA) WORKS SHOULDER TO SHOULDER WITH COMMUNITY ORGANIZATIONS AND GOVERNMENT TO BUILD DIGITAL TOOLS AND SERVICES, CHANGE POLICIES, AND IMPROVE PROGRAMS. CFA BELIEVES GOVERNMENT CAN WORK FOR THE PEOPLE, BY THE PEOPLE, IN THE DIGITAL AGE AND THAT GOVERNMENT AT ALL LEVELS CAN AND SHOULD WORK WELL FOR ALL PEOPLE. 0 0 19139673 13396781 SAFETY NETWE'RE MODERNIZING THE DIGITAL DELIVERY OF BENEFITS FOR EQUITABLE OUTCOMES WITH THE GOAL OF DELIVERYING $30 BILLION IN BENEFITS TO 13 MILLION PEOPLE ACROSS 15 STATES. IN 2024 WE:-BEGAN HANDOFF FOR OUR FIRST COHORT OF THE SAFETY NET INNOVATION LAB WHILE SCALING DELIVERY IN OUR SECOND COHORT. WE KICKED OFF OUR THIRD COHORT WITH A PARTNERSHIP IN THE STATE OF ARIZONA TO DESIGN THE FRONT END OF A BRAND NEW BILINGUAL INTEGRATED BENEFITS APPLICATION THAT DETERMINES ELIGIBILITY FOR SNAP, TEMPORARY ASSISTANCE FOR NEEDY FAMILIES (TANF), LOW INCOME HOME ENERGY ASSISTANCE PROGRAM (LIHEAP), CHILD CARE ASSISTANCE, AND MEDICAL ASSISTANCE. WE ALSO SCALED TWO MULTI-STATE INITIATIVES. TO DATE, WE HAVE PARTNERED WITH 14 STATES, WASHINGTON D.C., AND THE CHEROKEE NATION. BUILDING ON THE SUCCESS OF OUR AUTOMATED MEDICAID RENEWAL PARTNERSHIP WITH THE STATE OF MINNESOTA, WE SECURED PARTNERSHIPS WITH PENNSYLVANIA AND COLORADO TO DELIVER STRATEGIC, IMPACT FOCUSED RECOMMENDATIONS TO IMPROVE MEDICAID RENEWAL SYSTEMS AND PROCESSES. RECOMMENDATIONS ADOPTED IN PENNSYLVANIA MORE THAN TRIPLED THEIR AUTOMATED RENEWAL RATE, WHILE RECOMMENDATIONS IN COLORADO INCREASED THEIR AUTOMATED RENEWAL RATE BY 19%. ONE RECOMMENDATION ALONE HAS SAVED THE STATE NEARLY 200 HOURS OF MONTHLY WORKER TIME.-SUPPORTED FEDERAL AND STATE GOVERNMENT AS IT BEGAN TO DELIVER THE FIRST NEW PERMANENT SOCIAL SAFETY NET PROGRAM IN NEARLY 50 YEARS: SUMMER EBT, A MONTHLY GROCERY BENEFIT PROVIDED TO FAMILIES DURING THE SUMMER MONTHS WHEN CHILDREN ARE NOT RECEIVING MEALS AT SCHOOL. IN 2024, WE PROVIDED DIRECT TECHNICAL ASSISTANCE TO FIVE JURISDICTIONS: ARKANSAS, NEW YORK, VERMONT, WISCONSIN, AND THE CHEROKEE NATION IN OKLAHOMA. WE HELPED STATES DEDUPLICATE DATA, DEVELOP OUTREACH STRATEGIES, IMPROVE FEEDBACK SYSTEMS, AND MAP CLIENT JOURNEYS. 5962494 13500 11716619 TAX BENEFITSOUR TAX BENEFITS PORTFOLIO SEEKS TO FUNDAMENTALLY CHANGE HOW AMERICANS WITH LOW OR NO INCOMES ACCESS THE TAX CREDITS AND FLEXIBLE CASH OWED TO THEM. OUR GOAL IS TO CLOSE THE $14 BILLION TAX BENEFITS UPTAKE GAP AND SIMPLIFY THE TAX FILING PROCESS. IN 2024, WE:-SIMPLIFIED THE TAX FILING PROCESS AND HELPED PEOPLE ACHIEVE THE FINANCIAL STABILITY THEY DESERVE BY CONTINUING TO PROVIDE GETYOURREFUND. GETYOURREFUND IS A FREE, TRUSTWORTHY TAX FILING SERVICE DEVELOPED IN PARTNERSHIP WITH THE IRS AND VITA VOLUNTEER TAX PREPARATION PARTNERS AS A DIGITAL PLATFORM FOR VITA-ASSISTED FILING.-DEVELOPED AN INTEGRATED STATE FILING STRATEGY TO COMPLEMENT FEDERAL DIRECT FILE, IN RESPONSE TO THE IRS'S DIRECT FILE ANNOUNCEMENT. WE SUCCESSFULLY PARTNERED WITH STATE TAX DEPARTMENTS TO IMPLEMENT SIMPLE, USER-FRIENDLY, FREE TAX FILING FOR DIRECT FILE USERS IN ARIZONA, IDAHO, MARYLAND, NORTH CAROLINA, AND NEW JERSEY.-ADVOCATED FOR POLICIES THAT SIMPLIFY THE TAX PROCESS. SHAPED THE NATIONAL CONVERSATION ABOUT SIMPLIFYING TAX FILING, PUBLISHING RESEARCH AND RECOMMENDATIONS BASED ON OUR EXPERIENCE RUNNING GETYOURREFUND, GETCTC, AND FILEYOURSTATETAXES.-COLLABORATED WITH PARTNERS ACROSS THE COUNTRY, PROVIDING INFORMATION, OUTREACH RESOURCES, AND SUPPORT TO HELP THEM SPREAD THE WORD ABOUT GETYOURREFUND AND DIRECT FILE. WE PRIMARILY TARGETED SNAP, CASH, WIC AND MEDICAID AGENCIES, IN ADDITION TO DEPARTMENTS OF REVENUE. AS A RESULT OF OUR COLLABORATION, 67+ AGENCIES ACROSS 20 STATES TOOK OVER 160 OUTREACH ACTIONS AND SENT OVER 4.5M MESSAGES TO CLIENTS. 1689264 193508 CLEAR MY RECORDWE WORK TO FUNDAMENTALLY TRANSFORM THE PROCESS OF CLEARING RECORDS BY ADVANCING AUTOMATIC RECORD CLEARANCE TO ELIMINATE BARRIERS FOR PEOPLE TRYING TO MOVE FORWARD WITH THEIR LIVES. IN 2024, WE:-SUPPORTED POLICY CAMPAIGNS IN 8 STATES BY INTEGRATING TECHNICAL BEST PRACTICES FOR IMPLEMENTATION INTO LEGISLATION AND DESIGNING POLICY SOLUTIONS THAT TAKE INTO ACCOUNT GOVERNMENT'S EXISTING TECHNOLOGY AND DATA AVAILABILITY. WITH THESE SOLUTIONS, GOVERNMENT AGENCIES ARE MORE ABLE TO SUCCESSFULLY IMPLEMENT POLICY ONCE PASSED.-BUILT 4 PROOFS OF CONCEPT, TECHNICAL SOLUTIONS THAT SOLVE FOR COMMON IMPLEMENTATION CHALLENGES WE'VE SEEN ACROSS THE COUNTRY AND SHARED THESE SOLUTIONS WITH MULTIPLE GOVERNMENT AGENCIES TO IMPROVE IMPLEMENTATION AND POLICY PASSAGE SUCCESS.-CONTINUED TO PARTNER WITH THE STATE OF UTAH TO CLEAR CONVICTIONS OF ELIGIBLE PEOPLE. THIS WORK INCLUDED HELPING THE STATE IDENTIFY RECORDS RETROACTIVELY ELIGIBLE, WITH 350K RECORDS CLEARED, AS WELL AS BUILDING THE CAPACITY OF THE STATE TO IDENTIFY RECORDS THAT WILL BE ELIGIBLE ON AN ONGOING BASIS AS THEY MEET ELIGIBILITY REQUIREMENTS.-SUPPORTED 6 STATES IN ACTIVE IMPLEMENTATION WITH CONTINUED TECHNICAL ADVISING SUPPORT TO ENABLE MORE EFFECTIVE AND EFFICIENT IMPLEMENTATION PROCESSES. IN ADDITION, USING PROCESSES WE HELPED CO-CREATE, MICHIGAN AND CALIFORNIA CONTINUED SUCCESSFULLY CLEARING RECORDS AUTOMATICALLY; TO DATE, THE PROCESSES IN THESE STATES HAVE ALLOWED MILLIONS OF PEOPLE TO HAVE THEIR ELIGIBLE RECORDS CLEARED.-CREATED THE ADVOCATE'S GUIDE TO AUTOMATIC RECORD CLEARANCE, A RESOURCE TO INCREASE THE OVERALL CAPACITY OF THE AUTOMATIC RECORD CLEARANCE MOVEMENT. THIS GUIDE HELPS ADVOCATES DRAFT EFFECTIVE LEGISLATION THAT TAKES GOVERNMENT IMPLEMENTATION INTO ACCOUNT. BY INCORPORATING KEY STRATEGIES WITHIN THE GUIDE INTO POLICIES, WE CAN BETTER ENSURE THESE POLICIES CAN DELIVER IMPACT OVER THE LONG TERM. 3021020 1011838 ADVANCING ECONOMIC MOBILITY WITH LOCAL INITIATIVEWE ARE HELPING LOCAL GOVERNMENTS AND ALLIED ORGANIZATIONS ACHIEVE BETTER OUTCOMES FOR RESIDENTS AND IMPROVE LOCAL CAPABILITY TO USE DIGITAL SERVICES. IN 2024, WE:-CONTINUED OUR PARTNERSHIP WITH SHELBY COUNTY AND THE CITY OF MEMPHIS TO DEMONSTRATE HOW TO STRENGTHEN COMMUNITIES BY EMPOWERING THOSE WHO HAVE BEEN MOST DISCONNECTED.IN 2024 WE FORMALIZED OUR PARTNERSHIP WITH STAKEHOLDERS ACROSS MEMPHIS, INCLUDING WORKING IN PARTNERSHIP WITH RISEKIT TO DESIGN A DIGITAL PLATFORM TO CONNECT OPPORTUNITY YOUTH TO CBOS, EMPLOYERS, AND GOVERNMENT RESOURCES IN MEMPHIS TO ADVANCE EDUCATIONAL AND ECONOMIC OPPORTUNITY. 3021020 1011838 29812451 1 1 0 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 102 0 1 195 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X AMANDA RENTERIA 4158161286 2323 BROADWAY OAKLAND CA 94612 AMANDA RENTERIA CHIEF EXECUTIVE OFFICER 40.00 X X 344823 0 40751 SHONA BROWN TREASURER 1.00 X X 0 0 0 KATIE BIBER CHEN DIRECTOR 1.00 X 0 0 0 TIMOTHY O'REILLY BOARD MEMBER 1.00 X 0 0 0 JOHN LILLY BOARD CHAIR 1.00 X X 0 0 0 WENDY DE LA ROSA SECRETARY 1.00 X X 0 0 0 JIM SHELTON BOARD OBSERVER 1.00 X 0 0 0 SPENCER KYMPTON BOARD OBSERVER 1.00 X 0 0 0 ANGELA M BLANTON DIRECTOR 1.00 X 0 0 0 BRETT S LOPER DIRECTOR 1.00 X 0 0 0 DAVID P SINGLETON DIRECTOR 1.00 X 0 0 0 SUZAN B KEREERE DIRECTOR 1.00 X 0 0 0 ARLENE CORBIN LEWIS CHIEF MARCOMMS OFFICER 40.00 X 263150 0 5999 TRACEY PATTERSON - TERMED 82324 FORMER CHIEF PROGRAM OFFICER 40.00 X 159356 0 26580 DAVID SCHLENDORF CHIEF FINANCIAL OFFICER 40.00 X 283362 0 41246 SCOTT JOHNSTON CHIEF PRODUCT OFFICER 40.00 X 335438 0 5670 SHAWNA HEIN - TERMED 92024 FORMER VP, EXPERIENCE 40.00 X 143927 0 19351 YASMIN S FODIL CHIEF OF STAFF 40.00 X 211694 0 16838 RAFAEL SANTANDER - TERMED 31524 FORMER VP, ENGINEERING 40.00 X 82268 0 5407 SIMONE SEQEIRA PRIN. MANAGER, PRODUCT 40.00 X 188563 0 20798 AURELLE AMRAM VP, GROWTH & PARTNERSHIP 40.00 X 181807 0 17960 FAHAD QURAISHI SR DIR, PRODUCT 40.00 X 184839 0 20264 ELAINE WATT SR DIRECTOR, FINANCE 40.00 X 193671 0 17438 2572898 0 238302 153 0 1 0 TOTAL PERFORMANCE CONSULTING 12540 BROADWELL RD ST 2201 MILTON GA 30004 TEMP STAFF 514176 CENTER ON BUDGET AND POLICY PRIORITIES 1275 FIRST NE ST 1200 WASHINGTON DC 20002 CONSULTING SERVICES 512333 VRGE STRATEGIES LLC 700 K STREET NW 3RD FLOOR WASHINGTON DC 20001 CONSULTING SERVICES 356000 AVT PRODUCTIONS 3351 KELLER STREET SANTA CLARA CA 95054 CONSULTING SERVICES 261553 WMBE PAYROLLING INC 9475 CHESAPEAKE DRIVE SAN DIEGO CA 92123 TEMP STAFF 246151 16 5995296 21558160 1537343 27553456 CONSULTING SERVICES 541610 427645 427645 EVENT ADMISSION FEES 900099 402066 402066 EVENT SPONSORSHIP 900099 265000 265000 SPEAKER FEES 900099 500 500 1095211 1181444 1181444 1548023 1527235 20788 20788 20788 29850899 1095211 0 1202232 13500 13500 1824018 993270 805592 25156 21870535 18041349 3143979 685207 733135 588952 122204 21979 2735022 2197134 455892 81996 1805157 1450142 300896 54119 4084214 2705449 1106557 272208 79134 79134 123750 123750 14156 14156 874651 809991 64660 208157 164485 38811 4861 1989669 1572227 370977 46465 488538 386040 91089 11409 557256 306023 237990 13243 593417 325881 253433 14103 2164 1341 765 58 145389 90071 51401 3917 PROFESSIONAL DEV. 153865 95323 54397 4145 BANK FEES 68910 42691 24362 1857 REGIONAL RENT AND FOOD 18377 11385 6497 495 TAX AND LICENSE 12561 7782 4441 338 15199 9415 5374 410 38410774 29812451 7356357 1241966 4913016 3974077 2676756 385085 54438651 42739328 251900 590299 1048775 1046689 4250 2086 23320024 29890158 490601 171689 86095198 77752722 488389 335163 407503 186862 895892 522025 X 11435861 10794748 73763445 66435949 85199306 77230697 86095198 77752722 X -8559875 591267 -1 X 0 1 X 1 1 1 X 33320596 91034806 32041020 34703616 27553456 218653494 33320596 91034806 32041020 34703616 27553456 218653494 70389872 148263622 38551 29943 291159 886946 1181444 2428043 1222914 997255 1960812 2401811 1095211 7678003 228759540 0.64810 0.60140 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 27342 19470 46812 38363959 38410771 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 61463 148425 81470 46812 338170 250000 250000 250000 250000 1000000 1500000 2950 419 27342 30711 897400 897400 0 151375 149289 2086 2086 VIA TRANSPORTATION STOCK 1264048 C CHARLES SCHWAB CAPITAL FUND 24012862 C CHARLES SCHWAB INVESTMENT 1352 C SHORT-TERM INVESTMENTS 4611896 C 29890158 LEASE LIABILITY 109833 RETIREMENT PLAN CONTRIB PAYABLE 77029 186862 X 30907506 591267 465338 2 1056607 29850899 0 29850899 38876113 465338 465338 38410775 -1 -1 38410774 PART X, LINE 2: THE ORGANIZATION IS CONSIDERED TO BE A PUBLIC CHARITY AND IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS EXEMPT FROM STATE TAX UNDER STATE OF CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D. ONLY UNRELATED BUSINESS INCOME IS SUBJECT TO FEDERAL AND STATE INCOME TAX. SINCE ALL THE ORGANIZATION'S INCOME IS RELATED TO ITS EXEMPT PURPOSE, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION HAS ADOPTED THE ACCOUNTING STANDARD RELATED TO UNCERTAINTIES IN INCOME TAXES. THE ORGANIZATION EVALUATES UNCERTAIN TAX POSITIONS THROUGH ITS REVIEW OF THE SOURCE OF REVENUE TO IDENTIFY UNRELATED BUSINESS INCOME AND CERTAIN OTHER MATTERS, INCLUDING THOSE WHICH MAY AFFECT ITS TAX EXEMPT STATUS. MANAGEMENT BELIEVES THEIR ESTIMATES RELATED TO INCOME TAX UNCERTAINTIES ARE APPROPRIATE BASED ON THE CURRENT FACTS AND CIRCUMSTANCES. THE ORGANIZATION'S FEDERAL RETURNS OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) FOR YEARS ENDED DECEMBER 31, 2021 AND AFTER ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY ARE FILED. THE ORGANIZATION'S STATE RETURNS (FORM 199) FOR THE YEARS ENDED DECEMBER 31, 2020 AND AFTER COULD BE SUBJECT TO EXAMINATION BY STATE (CALIFORNIA) TAXING AUTHORITIES, GENERALLY FOR FOUR YEARS AFTER THEY ARE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: ROUNDING 2. PART XI, LINE 4B - OTHER ADJUSTMENTS: ROUNDING PART XII, LINE 4B - OTHER ADJUSTMENTS: ROUNDING -1. X X X X 1 0 0 0 0 0 0 0 0 AMANDA RENTERIA CHIEF EXECUTIVE OFFICER 344823 0 0 0 0 0 10208 0 30543 0 385574 0 0 0 SCOTT JOHNSTON CHIEF PRODUCT OFFICER 335438 0 0 0 0 0 4788 0 882 0 341108 0 0 0 DAVID SCHLENDORF CHIEF FINANCIAL OFFICER 273362 0 10000 0 0 0 8715 0 32531 0 324608 0 0 0 ARLENE CORBIN LEWIS CHIEF MARCOMMS OFFICER 253150 0 10000 0 0 0 5118 0 881 0 269149 0 0 0 YASMIN S FODIL CHIEF OF STAFF 201694 0 10000 0 0 0 5744 0 11094 0 228532 0 0 0 ELAINE WATT SR DIRECTOR, FINANCE 183671 0 10000 0 0 0 6728 0 10710 0 211109 0 0 0 SIMONE SEQEIRA PRIN. MANAGER, PRODUCT 188563 0 0 0 0 0 8673 0 12125 0 209361 0 0 0 FAHAD QURAISHI SR DIR, PRODUCT 184839 0 0 0 0 0 8149 0 12115 0 205103 0 0 0 AURELLE AMRAM VP, GROWTH & PARTNERSHIP 181807 0 0 0 0 0 5779 0 12181 0 199767 0 0 0 TRACEY PATTERSON - TERMED 82324 FORMER CHIEF PROGRAM OFFICER 149356 0 10000 0 0 0 8115 0 18465 0 185936 0 0 0 SHAWNA HEIN - TERMED 92024 FORMER VP, EXPERIENCE 143927 0 0 0 0 0 4351 0 15000 0 163278 0 0 0 PART I, LINE 4A RAFAEL SANTANDER - 37500 X 2 1537343 MARKET PRICE 0 1 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTORS FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT OF THE FORM 990 WILL BE CIRCULATED TO THE BOARD FOR MEMBERS TO REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C CFA HAS A BOARD APPROVED CONFLICT OF INTEREST POLICY. NEW MEMBERS ARE PROVIDED A COPY TO REVIEW AND ACKNOWLEDGE. PERIODICALLY THE POLICY IS REDISTRIBUTED TO ALL MEMBERS FOR REACKNOWLEDGEMENT. IF A CONFLICT WERE TO ARISE, THE CONFLICTED MEMBER WOULD RECUSE THEMSELVES FROM THE BOARD'S CONSIDERATION, DELIBERATION AND VOTING ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 THE SENIOR DIRECTOR OF PEOPLE OPERATIONS LEADS A SALARY REVIEW TWICE A YEAR WITH MANAGERS AND REVIEWS RECOMMENDATIONS ON SALARY INCREASES. THE INCREASES ARE REVIEWED BY THE CEO, CHIEF FINANCIAL OFFICER AND CHIEF PRODUCT OFFICER. COMPENSATION CHANGES FOR EXECUTIVES ARE ALSO REVIEWED BY THE CEO AND A SUBSET OF THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON CFA'S WEBSITES AND UPON REQUEST. FORM 990, PART XI, LINE 9: ROUNDING -1.