| Report Title |
Balance Sheet, Income Statement,
Cash Flow Analysis, and other Summaries Description |
| Executive Director and Chairman's
Report |
Executive Summary details the Foundation's
nationwide marketing campaign to gain access to
capital, connect with businesses,
corporations, financial, and educational institution's,
to raise funds for various programs.
Fiscal Years Ending: 12/31/04
| 12/31/05 | 12/31/06 |
12/31/07 |
| List of Board members |
Schedule of Board Meetings.
Fiscal Years Ending: 12/31/04
| 12/31/05 | 12/31/06 |
12/31/07 |
| Audit(s) |
The vision and strategic plan for
our audit program is to have a third party
evaluate data and information with well-defined
internal/external controls that
enable the Foundation to identify and manage related
risks . This is also critical to ensure
compliance with state and federal guidelines
for non-profit corporations. Such controls
derived from frameworks such as accounting and strategic
planning form the basis
for good corporate governance.
Fiscal Years Ending: 12/31/04
| 12/31/05 | 12/31/06 |
12/31/07 |
| Form 8734 Federal |
Form 8734 (Support Schedule for
Advance Ruling Period).
Fiscal Years Ending: 12/31/04
| 12/31/05 | 12/31/06 |
12/31/07 |
| Form 990 Federal |
Form 990 (Return of Organization
Exempt From Income Tax)
Fiscal Years Ending: 12/31/04
| 12/31/05 | 12/31/06 |
12/31/07 |
| Form 100, 100S, 100W, 199 State
|
California Exempt Organization Annual
Return Information.
Fiscal Years Ending: 12/31/04
| 12/31/05 | 12/31/06 |
12/31/07 |
| Annual Report |
Summary of the Foundation's major
program activities during the calendar year and
statistical profile of balance sheet, income statement,
and cash flow analysis.
Fiscal Years Ending:
12/31/04
| 12/31/05 | 12/31/06 |
12/31/07
Quarterly Data:
Balance Sheet | Income
Statement | Cash
Flow
Annual Data:
Balance Sheet |
Income Statement
| Cash Flow |
| Current Federal Indirect Cost
Agreement |
Indirect costs represent
the Foundation's expenses of doing business that
are not readily identified with a particular grant,
contract, project function or activity, but are
necessary for the general operation of the organization
and the conduct of activities we perform.
Fiscal Years Ending: 12/31/04
| 12/31/05 | 12/31/06
| 12/31/07 |
| Tax Expenditure Report |
Analysis of tax expenditure items.
Fiscal Years Ending: 12/31/04
| 12/31/05 | 12/31/06
| 12/31/07 |
| Community 2010 - The Future of
the Foundation |
The vision and strategic plan for
our community programs.
Fiscal Years Ending: 12/31/04
| 12/31/05 | 12/31/06
| 12/31/07 |
| Fundraising |
An overview of our fundraising budgets
and expenditures.
Fiscal Years Ending: 12/31/04
| 12/31/05 |12/31/06
| 12/31/07 |
| Customer Relations |
The Foundation's vision, goals,
and strategies for transforming the relationship
with customers through e-business opportunities.
Fiscal Years Ending: 12/31/04
| 12/31/05 | 12/31/06
| 12/31/07 |
| The Foundation's Policy for Community
Service |
The purpose of this executive order
is to document and make explicit the policies
for the Foundation's program(s) and to engender
monitoring and full compliance with all of the
elements noted herein. This policy applies, but
is not limited to programs and services, information
resources and technologies, procurement of goods
and services, and capital planning, design, and
construction. |
| Foundation's Performance Report
|
Accomplishments related to the strategic
goals, listed in the Foundation's Strategic Plan.
Fiscal Years Ending: 12/31/04
| 12/31/05 | 12/31/06
| 12/31/07 |
| JBead Foundation's Strategic
Plan |
The Foundation's vision, strategic
goals, and key performance measure on how we achieve
success.
Fiscal Years Ending: 12/31/04
| 12/31/05 | 12/31/06
| 12/31/07 |
| The Foundation's Bylaws |
The Foundation's bylaws are drafted
under the authority of the Articles of Incorporation.
Fiscal Years Ending: 12/31/04
| 12/31/05 | 12/31/06
| 12/31/07 |
| Foundation's 5-Year Customer
Service Plan |
The Foundation's vision for customer
service.
Fiscal Years Ending: 12/31/04
| 12/31/05 | 12/31/06
| 12/31/07 |
| Independent Contractor Withholding
|
Website Development, Grant writer,
Marketing, Advertising, etc.
Fiscal Years Ending: 12/31/04
| 12/31/05 | 12/31/06
| 12/31/07 |
| Grant(s) |
Funding Sources:
Fiscal Years Ending: 12/31/04
| 12/31/05 | 12/31/06
| 12/31/07 |
| Operations Report |
Summary of the Foundation's program
operations during the calendar year.
Fiscal Years Ending: 12/31/04
| 12/31/05 | 12/31/06
| 12/31/07 |
| Voluntary Contributions |
Reports of status for Voluntary
Contribution funds from outside sources. These
are voluntary contributions made by taxpayers.
Fiscal Years Ending: 12/31/04
| 12/31/05 | 12/31/06
| 12/31/07 |
