Civic Intelligence

Care Access of Silicon Valley

990 • Fiscal year 2018 • EIN 02-0652916

Jul 01, 2017 to Jun 30, 2018 • Filed on Mar 28, 2019

Organization Profilewww.mysourceswise.com
2115 The AlamedaSan Jose, CA 95126

(408) 350-3200

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$3,505,810

Flat from 2018

Net Assets

Flat

$1,901,231

Flat from 2018

Liabilities

Flat

$1,604,579

Flat from 2018

Revenue And Expenses

Revenue

Flat

$355,151

Flat from 2018

Expenses

Flat

$463,212

Flat from 2018

Net Income

Flat

-$108,061

Flat from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,104,792Liabilities 2011: $1,675,702Net Assets 2011: $1,429,0902011Assets 2012: $3,281,719Liabilities 2012: $1,603,538Net Assets 2012: $1,678,1812012Assets 2013: $3,379,888Liabilities 2013: $1,527,863Net Assets 2013: $1,852,0252013Assets 2014: $3,418,757Liabilities 2014: $1,443,570Net Assets 2014: $1,975,1872014Assets 2015: $3,412,830Liabilities 2015: $1,355,021Net Assets 2015: $2,057,8092015Assets 2016: $3,328,584Liabilities 2016: $1,445,966Net Assets 2016: $1,882,6182016Assets 2017: $3,500,072Liabilities 2017: $1,490,780Net Assets 2017: $2,009,2922017Assets 2018: $3,505,810Liabilities 2018: $1,604,579Net Assets 2018: $1,901,2312018Assets 2018: $3,505,810Liabilities 2018: $1,604,579Net Assets 2018: $1,901,2312018Assets 2019: $3,298,652Liabilities 2019: $1,471,643Net Assets 2019: $1,827,0092019Assets 2020: $3,204,704Liabilities 2020: $1,458,464Net Assets 2020: $1,746,2402020Assets 2021: $3,237,701Liabilities 2021: $1,354,047Net Assets 2021: $1,883,6542021Assets 2022: $3,358,634Liabilities 2022: $1,290,671Net Assets 2022: $2,067,9632022Assets 2023: $3,343,203Liabilities 2023: $1,076,017Net Assets 2023: $2,267,1862023Assets 2024: $3,457,908Liabilities 2024: $981,760Net Assets 2024: $2,476,1482024Assets 2025: $3,043,622Liabilities 2025: $883,548Net Assets 2025: $2,160,0742025

Highlighted filing

2018

Assets$3,505,810
Liabilities$1,604,579
Net Assets$1,901,231
Open 2018 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $543,255Expenses 2011: $322,639Net Income 2011: $220,6162011Revenue 2012: $615,062Expenses 2012: $335,981Net Income 2012: $279,0812012Revenue 2013: $611,534Expenses 2013: $437,690Net Income 2013: $173,8442013Revenue 2014: $701,546Expenses 2014: $578,384Net Income 2014: $123,1622014Revenue 2015: $722,723Expenses 2015: $640,101Net Income 2015: $82,6222015Revenue 2016: $762,137Expenses 2016: $751,585Net Income 2016: $10,5522016Revenue 2017: $535,717Expenses 2017: $409,043Net Income 2017: $126,6742017Revenue 2018: $355,151Expenses 2018: $463,212Net Income 2018: -$108,0612018Revenue 2018: $355,151Expenses 2018: $463,212Net Income 2018: -$108,0612018Revenue 2019: $174,065Expenses 2019: $248,287Net Income 2019: -$74,2222019Revenue 2020: $175,676Expenses 2020: $256,445Net Income 2020: -$80,7692020Revenue 2021: $280,140Expenses 2021: $118,726Net Income 2021: $161,4142021Revenue 2022: $288,544Expenses 2022: $104,235Net Income 2022: $184,3092022Revenue 2023: $297,251Expenses 2023: $98,028Net Income 2023: $199,2232023Revenue 2024: $306,117Expenses 2024: $97,155Net Income 2024: $208,9622024Revenue 2025: $315,800Expenses 2025: $145,712Net Income 2025: $170,0882025

Highlighted filing

2018

Revenue$355,151
Expenses$463,212
Net Income-$108,061
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Mar 28, 2019
Return Version
2017v2.2
Gross Receipts
$355,151
Mission and Program Overview

Mission

Provide support and assistance to Sourcewise, a non-profit, public benefit corporation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,312,558$2,205,937▼ $106,621
Cash and Non-Interest-Bearing Accounts$924,527$930,404▲ $5,877
Accounts Receivable-$23,633-
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$3,500,072$3,505,810▲ $5,738
Other Assets Total$262,987$345,836▲ $82,849
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,486,780$1,414,434▼ $72,346
Accounts Payable and Accrued Expenses-$171,626-
Deferred Revenue$4,000$18,519▲ $14,519
Total Liabilities$1,490,780$1,604,579▲ $113,799
Net Assets / Fund Balance
Unrestricted Net Assets$2,009,292$1,901,231▼ $108,061
Total Net Assets Fund Balance$2,009,292$1,901,231▼ $108,061
Total Liabilities and Net Assets / Fund Balance$3,500,072$3,505,810▲ $5,738

Asset Categories

AssetBook ValueDepreciationBasis
Land$1,485,656-$1,485,656
Buildings$658,421$658,412$1,316,833
Equipment$61,860$285,477$347,337
Other Assets Org$345,836--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Michal MendozaPresident
Jeff TepperVice President
Robert MacLaughlinVice President
Amy AndonianBoard Member
Anita MukherjeeBoard Member
Sonya CasaresBoard Member
Animesh Andy ChatterjeeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$115,151
Investment Income
$0
Other Revenue
$240,000
Change in Net Assets
$-108,061

Audited Revenue Reconciliation

Revenue per Audited Statements
$355,151
Total Revenue per Audited Statements
$355,151
Total Revenue per Form 990
$355,151
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$301,844
Salaries, Compensation, and Employee Benefits$161,368
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$124,171--$124,171
Depreciation Depletion-$106,621-$106,621
Interest-$65,307-$65,307
Fees for Services Other$1,882$48,933-$50,815
Other Employee Benefits$28,508--$28,508
Other Expenses$-24,506$40,807-$16,301
Occupancy$10,047$373-$10,420
Payroll Taxes$8,689--$8,689
Office Expenses$7,029--$7,029
Insurance$6,474--$6,474
Travel$48--$48
Total Functional Expenses$201,171$262,041$0$463,212

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$463,212
Total Expenses per Audited Statements$463,212
Total Expenses per Form 990$463,212
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The Board of Directors receive copies of the Form 990 after filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The Organization annually reviews the conflict of interest policy for compliance.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The CEO Evaluation Committee, comprised of various members of the board, reviews and approves the compensation of the CEO.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“The CEO Evaluation Committee, comprised of various members of the board, reviews and approves the compensation of Officers and Directors.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“www.mysourcewise.com”

Filing and Contact Details

Filer

Filer Name
Care Access Silicon Valley
EIN
02-0652916
Phone
4083503200
Address
2115 The Alameda, San Jose, CA 95126

Signing Officer

Name
Stephen Schmoll
Title
CEO
Signed
2019-03-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephen Schmoll
Formed
2003
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
R J Ricciardi Inc
Address
1101 Fifth Avenue Suite 360, San Rafael, CA 94901
Preparer
Hiep Pham
Phone
4154571215
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IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-108061
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0true
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0942256503
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0468932
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Sourcewise
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0468932
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0658421
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0658412
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01316833
IRS990ScheduleD/EquipmentGrp/BookValueAmt061860
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0285477
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0347337
IRS990ScheduleD/ExpensesSubtotalAmt0463212
IRS990ScheduleD/LandGrp/BookValueAmt01485656
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01485656
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0345836
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Due from Affiliate
IRS990ScheduleD/RevenueSubtotalAmt0355151
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02205937
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0345836
IRS990ScheduleD/TotalExpensesPerForm990Amt0463212
IRS990ScheduleD/TotalRevenuePerForm990Amt0355151
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0355151
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0463212
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Board of Directors receive copies of the Form 990 after filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Organization annually reviews the conflict of interest policy for compliance.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The CEO Evaluation Committee, comprised of various members of the board, reviews and approves the compensation of the CEO.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The CEO Evaluation Committee, comprised of various members of the board, reviews and approves the compensation of Officers and Directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4www.mysourcewise.com
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0Yes
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Sourcewise
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0942256503
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Senior Care
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0Active
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02115 The Alameda
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0San Jose
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd095126
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0true
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0240000
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1228932
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0Actual
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1Actual
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0Sourcewise
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1Sourcewise
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0j
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1p
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03500072
IRS990/TotalAssetsEOYAmt03505810
IRS990/TotalAssetsGrp/BOYAmt03500072
IRS990/TotalAssetsGrp/EOYAmt03505810

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,505,810
Liabilities
$1,604,579
Net assets
$1,901,231
Revenue
$355,151
Expenses
$463,212
Net income
-$108,061
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.04$0.88$2.16$0.32$0.15$0.17
2024Detailed filing. Detailed filing data is available for this year.$3.46$0.98$2.48$0.31$0.10$0.21
2023Detailed filing. Detailed filing data is available for this year.$3.34$1.08$2.27$0.30$0.10$0.20
2022Detailed filing. Detailed filing data is available for this year.$3.36$1.29$2.07$0.29$0.10$0.18
2021Detailed filing. Detailed filing data is available for this year.$3.24$1.35$1.88$0.28$0.12$0.16
2020Detailed filing. Detailed filing data is available for this year.$3.20$1.46$1.75$0.18$0.26$0.08
2019Detailed filing. Detailed filing data is available for this year.$3.30$1.47$1.83$0.17$0.25$0.07
2018Detailed filing. Detailed filing data is available for this year.$3.51$1.60$1.90$0.36$0.46$0.11
2018Detailed filing. Detailed filing data is available for this year.$3.51$1.60$1.90$0.36$0.46$0.11
2017Detailed filing. Detailed filing data is available for this year.$3.50$1.49$2.01$0.54$0.41$0.13
2016Detailed filing. Detailed filing data is available for this year.$3.33$1.45$1.88$0.76$0.75$0.01
2015Summary only. Only limited summary data is available for this year.$3.41$1.36$2.06$0.72$0.64$0.08
2014Summary only. Only limited summary data is available for this year.$3.42$1.44$1.98$0.70$0.58$0.12
2013Summary only. Only limited summary data is available for this year.$3.38$1.53$1.85$0.61$0.44$0.17
2012Summary only. Only limited summary data is available for this year.$3.28$1.60$1.68$0.62$0.34$0.28
2011Summary only. Only limited summary data is available for this year.$3.10$1.68$1.43$0.54$0.32$0.22