Nonprofit · EIN 88-2393598
CALIFORNIA COMPETES
Tax-exempt · OAKLAND, CA 94612
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $2,794,142 | $2,520,719 | $273,423 | $4,082,741 | $148,348 | $3,934,393 |
| June 30, 2024 | 990 | $4,012,820 | $2,140,217 | $1,872,603 | $3,824,164 | $163,194 | $3,660,970 |
| June 30, 2023 | 990 | $2,169,128 | $380,761 | $1,788,367 | $1,887,638 | $99,271 | $1,788,367 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $2,463,998
- Program service revenue
- $257,000
- Investment income
- $73,144
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $259,750
- Compensation of officers, directors and key employees
- $476,871
- Other salaries and wages
- $915,269
- Salaries, compensation and benefits (total)
- $1,598,183
- Professional fundraising fees
- $15,180
- Accounting fees
- $62,295
- Occupancy
- $8,932
- Travel
- $78,352
- Program services (functional)
- $1,998,815
- Management and general (functional)
- $379,076
- Fundraising (functional)
- $142,828
Balance sheet and other
- Total assets, start of year
- $3,824,164
- Total assets, end of year
- $4,082,741
- Total liabilities, end of year
- $148,348
- Net assets, end of year
- $3,934,393
- Net assets without donor restrictions
- $1,614,080
- Net assets with donor restrictions
- $2,320,313
- Gross receipts
- $2,794,142
- Employees
- 13
- Volunteers
- 14
- Year formed
- 2021
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SU JIN JEZ | CEO Officer | 40 | $255,000 | $29,817 |
| KIM BERNET | CFO/VP Officer | 40 | $160,000 | $13,327 |
| DAVID RADWIN | SENIOR RESEARCHER Highest-paid employee | 40 | $149,158 | $12,891 |
| LAURA BERNHARD | SENIOR RESEARCHER Highest-paid employee | 40 | $145,962 | $12,535 |
| CAROLYN HO | DIRECTOR OF COMMUNICATIONS/ CHIEF OF STAFF Highest-paid employee | 40 | $139,423 | $18,887 |
| ANNA JOHNSON | POLICY DIRECTOR Highest-paid employee | 40 | $142,800 | $8,634 |
| KEELY MARTIN BOSLER | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| CHRISTOPHER CABALDON | BOARD MEMBER (THRU 01/25) Trustee or director | 2 | $0 | $0 |
| CARL COHN | BOARD MEMBER (THRU 09/24) Trustee or director | 2 | $0 | $0 |
| DAN GROSS | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| ELIZABETH HILL | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| STEVEN KOBLIK | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| CAROL LIU | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JULIA LOPEZ | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| LENNY MENDONCA | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LEROY MORISHITA | BOARD MEMBER Trustee or director | 2 | $0 |
| ROGER NIELLO | TREASURER Trustee or director, Officer | 2 | $0 |
| LIBBY SCHAAF | BOARD MEMBER Trustee or director | 2 | $0 |
| JACK SCOTT | BOARD MEMBER Trustee or director | 2 | $0 |
| PETER WEBER | BOARD MEMBER Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Su Jin Jez | CEO Officer | 40 | $155,330 | $18,172 |
| Laura Bernhard | Senior Researcher | 40 | $108,691 | $4,953 |
| Kim Bernet | CFO/VP Officer | 40 | $103,116 | $8,098 |
| David Radwin | Senior Researcher | 40 | $102,104 | $8,346 |
| Elizabeth Hill | Chair Trustee or director, Officer | 2 | $0 | $0 |
| Julia Lopez | Secretary Trustee or director, Officer | 2 | $0 | $0 |
| Roger Niello | Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| Carl Cohn | Board Member Trustee or director | 2 | $0 | $0 |
| Steve Koblik | Board Member Trustee or director | 2 | $0 | $0 |
| Carol Liu | Board Member Trustee or director | 2 | $0 | $0 |
| Lenny Mendonca | Board Member Trustee or director | 2 | $0 | $0 |
| Christopher Cabaldon | Board Member Trustee or director | 2 | $0 | $0 |
| Jack Scott | Board Member Trustee or director | 2 | $0 | $0 |
| Peter Weber | Board Member Trustee or director | 2 | $0 | $0 |
| Dan Gross | Board Member Trustee or director | 2 | $0 | $0 |
| Keely Martin Bosler | Board Member Trustee or director | 2 | $0 | $0 |
| Leroy Morishita | Board Member Trustee or director | 2 | $0 | $0 |
| Libby Schaaf | Board Member Trustee or director | 2 | $0 | $0 |
| Aida Alvarez | Board Member Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Elizabeth Hill | Chair Trustee or director, Officer | 2 | $0 |
| Julia Lopez | Secretary Trustee or director, Officer | 2 | $0 |
| Roger Niello | Treasurer Trustee or director, Officer | 2 | $0 |
| Aida Alvarez | Board Member Trustee or director | 2 | $0 |
| Christopher Cabaldon | Board Member Trustee or director | 2 | $0 |
| Carl Cohn | Board Member Trustee or director | 2 | $0 |
| Steve Koblik | Board Member Trustee or director | 2 | $0 |
| Carol Liu | Board Member Trustee or director | 2 | $0 |
| Lenny Mendonca | Board Member Trustee or director | 2 | $0 |
| Mary Libby Schaaf | Board Member Trustee or director | 2 | $0 |
| Jack Scott | Board Member Trustee or director | 2 | $0 |
| Peter Weber | Board Member Trustee or director | 2 | $0 |
| Su Jin Jez PhD | CEO Officer | 40 | $0 |
| Kim Bernet | VP, Ops & Fin. Officer | 40 | $0 |
Address and contacts
- Address (IRS master file)
- 1999 HARRISON ST STE 1900, OAKLAND, CA 94612-4732
- Principal officer (990 for 2024)
- SU JIN JEZ PHD, 1999 HARRISON STREET 1900, OAKLAND, CA 94612
- Signed the 990
- SU JIN JEZ PHD, CEO
- Phone
- (510) 542-9109
- Return prepared by
- BPM LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 88-2393598 or by the name CALIFORNIA COMPETES.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
ESTABLISHED IN 2011, OUR MISSION IS TO HELP TRANSFORM THE STATE'S HIGHER EDUCATION SYSTEM INTO AN ENGINE OF ECONOMIC OPPORTUNITY THAT EMPOWERS ALL CALIFORNIANS, PARTICULARLY THOSE FROM UNDERSERVED COMMUNITIES, TO ACHIEVE THEIR FULL POTENTIAL.
Program accomplishments
- SEE SCHEDULE OCALIFORNIA COMPETES ADVANCES EQUITABLE POSTSECONDARY OPPORTUNITIES AND A JUST AND INCLUSIVE ECONOMY BY INFLUENCING SYSTEMS-LEVEL CHANGE FOR UNDERSERVED CALIFORNIANS. IN FY24, CALIFORNIA COMPETES MADE SIGNIFICANT PROGRESS BY PURSUING A RANGE OF STRATEGIES, FROM PROMOTING ACCESS AND SUCCESS FOR ADULT LEARNERS TO ALIGNING HIGHER EDUCATION WITH WORKFORCE NEEDS, ADVANCING A MORE AGILE AND INNOVATIVE HIGHER EDUCATION SYSTEM, AND CONTRIBUTING TO COORDINATED POLICY DEVELOPMENT AND IMPLEMENTATION. IN OUR WORK TO ADVANCE COLLEGE ACCESS AND SUCCESS FOR ADULTS, WE CO-LED THE CALIFORNIA ALLIANCE FOR STUDENT PARENT SUCCESS, A STATEWIDE COALITION TO SUPPORT STUDENTS WITH DEPENDENT CHILDREN. THROUGH THIS COALITION, WE SPONSORED OUR FIRST BILL, THE GAINS FOR STUDENT PARENTS ACT (AB 2458) (AND SECURED ITS PASSAGE IN SEPTEMBER 2024) TO IMPROVE FINANCIAL AID ACCESS FOR STUDENT PARENTS AND DATA COLLECTION PRACTICES SO COLLEGES CAN BETTER IDENTIFY THE STUDENT PARENTS THEY SERVE. IN PARTNERSHIP WITH CALIFORNIAATTAIN!'S NETWORK OF HIGHER EDUCATION INSTITUTIONS, WE ALSO CONDUCTED RESEARCH THAT FOCUSED ON IDENTIFYING AND REMOVING BARRIERS TO RE-ENROLLMENT FOR CALIFORNIANS WITH SOME COLLEGE BUT NO CREDENTIAL, ENSURING THEY CAN ACCESS EDUCATIONAL OPPORTUNITIES AND ECONOMIC MOBILITY. TO STRENGTHEN WORKFORCE ALIGNMENT, WE FACILITATED STRATEGIC COLLABORATION AMONG COMMUNITY COLLEGES IN LOS ANGELES COUNTY AND LOCAL COUNTY GOVERNMENT OFFICIALS, FOSTERING A CROSS-SECTOR CULTURE TO BOOST CAREER READINESS. OUR EFFORTS IN PROMOTING A MORE AGILE AND INNOVATIVE HIGHER EDUCATION FOR THE STATE ADVANCED THROUGH OUR CALIFORNIA HIGHER EDUCATION POLICY INSTITUTE FOR LEGISLATIVE STAFF AND A SERIES OF EVENTS DURING THE WORLD'S LARGEST EDUCATION TECHNOLOGY CONFERENCE. THROUGH THESE ACTIVITIES, WE PROVIDED RESEARCH-BASED INSIGHTS AND CREATED SPACES FOR POLICYMAKERS, LEADERS, AND THEIR STAFF TO THINK CRITICALLY ON THE KEY ISSUES FACING THE STATE'S HIGHER EDUCATION AND WORKFORCE SYSTEMS AND SHARE IDEAS FOR REFORM. THROUGH EVENTS LIKE THIS, WE AIM TO CONTRIBUTE TO INFORMED DECISION-MAKING TOWARDS RESHAPING SYSTEMS TO BETTER SERVE CALIFORNIANS. IN THE REALM OF COORDINATED POLICY SETTING AND IMPLEMENTATION, WE ADVISED THE GOVERNOR'S OFFICE ON STRENGTHENING STRUCTURES TO PROMOTE COHESIVE AND EFFECTIVE POLICY IMPLEMENTATION. ADDITIONALLY, WE PLAYED A PIVOTAL ROLE AS LEAD ADVOCATE FOR AND ADVISOR TO THE CALIFORNIA CRADLE-TO-CAREER DATA SYSTEM (C2C). WITH CALIFORNIA COMPETES CEO ACTIVELY SERVING ON THE C2C GOVERNING BOARD AS A LEGISLATIVE APPOINTEE, WE'VE PROVIDED THOUGHT LEADERSHIP TO SHAPE DISCUSSIONS FOR PRODUCTIVE MEETINGS AND ADVANCED C2C'S DEVELOPMENT. WE ALSO IMPROVED HOLISTIC STUDENT SUPPORT THROUGH THE REFINEMENT OF STUDENT HOUSING POLICIES AND THE LAUNCH OF THE PUBLIC BENEFIT FINDER FOR CALIFORNIA STUDENTS, OUR NEW USER-FRIENDLY TOOL WHICH HELPS STUDENTS AND THEIR SUPPORTERS FIND THE RESOURCES TO WHICH THEY'RE ENTITLED.Expenses $1,998,815 · grants $259,750 · revenue $257,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 88-2393598
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2023
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B05)
- Assets (IRS master file)
- $4,082,741
- Income (IRS master file)
- $2,794,142
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $2,794,142 | $2,520,719 | $4,082,741 | IRS |
| 990 | June 2024 | $4,012,820 | $2,140,217 | $3,824,164 | XML |
| 990 | June 2023 | $2,169,128 | $380,761 | $1,887,638 | XML |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 88-2393598).
Questions about CALIFORNIA COMPETES
- What is the EIN of CALIFORNIA COMPETES?
- The employer identification number (EIN) of CALIFORNIA COMPETES is 88-2393598.
- Is CALIFORNIA COMPETES tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
- Are donations to CALIFORNIA COMPETES tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CALIFORNIA COMPETES file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CALIFORNIA COMPETES due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CALIFORNIA COMPETES last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of CALIFORNIA COMPETES?
- The 990 for the year ended June 30, 2025 names SU JIN JEZ PHD.
- Who are the officers and directors of CALIFORNIA COMPETES?
- The 990 for the year ended June 30, 2025 lists 20 people; 6 received compensation from the organization, the highest $255,000 (SU JIN JEZ, CEO).
- How much revenue does CALIFORNIA COMPETES have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $2,794,142, expenses of $2,520,719 and total assets of $4,082,741 at year end.
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