Civic Intelligence

Sourcewise

990 • Fiscal year 2017 • EIN 94-2256503

Jul 01, 2016 to Jun 30, 2017 • Filed on Apr 30, 2018

Organization Profilewww.mysourcewise.com

View Organization Page

2115 The AlamedaSan Jose, CA 95126

(408) 296-8290

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

78th percentile

0.60x

Higher debt load relative to assets than 78% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

63rd percentile

0.41x

Higher debt load relative to revenue than 63% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

24th percentile

-3.7%

Higher net margin than 24% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

82nd percentile

$325,996

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

90th percentile

33%

Faster asset growth than 90% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

60th percentile

8.5%

Faster revenue growth than 60% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$7,924,084

Up $1,952,451 (+33%) from 2016

Net Assets

Down

$3,169,095

Down $1,269,420 (-29%) from 2016

Liabilities

Up

$4,754,989

Up $3,221,871 (+210%) from 2016

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin24th percentile

Revenue

Up

$11,713,361

Up $913,394 (+8.5%) from 2016

Expenses

Up

$12,151,602

Up $703,807 (+6.1%) from 2016

Net Income

Up

-$438,241

Up $209,587 (+32%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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

$10M$5.0M$0Assets 2011: $8,400,959Liabilities 2011: $2,120,216Net Assets 2011: $6,280,7432011Assets 2012: $8,038,996Liabilities 2012: $2,021,418Net Assets 2012: $6,017,5782012Assets 2013: $7,620,435Liabilities 2013: $1,784,932Net Assets 2013: $5,835,5032013Assets 2014: $6,791,140Liabilities 2014: $1,306,605Net Assets 2014: $5,484,5352014Assets 2015: $6,755,756Liabilities 2015: $1,555,750Net Assets 2015: $5,200,0062015Assets 2016: $5,971,633Liabilities 2016: $1,533,118Net Assets 2016: $4,438,5152016Assets 2017: $7,924,084Liabilities 2017: $4,754,989Net Assets 2017: $3,169,0952017Assets 2018: $5,449,568Liabilities 2018: $2,582,758Net Assets 2018: $2,866,8102018Assets 2019: $5,216,169Liabilities 2019: $2,357,270Net Assets 2019: $2,858,8992019Assets 2020: $6,722,642Liabilities 2020: $4,110,373Net Assets 2020: $2,612,2692020Assets 2021: $7,787,611Liabilities 2021: $5,782,625Net Assets 2021: $2,004,9862021Assets 2022: $7,993,096Liabilities 2022: $6,266,845Net Assets 2022: $1,726,2512022Assets 2023: $9,291,795Liabilities 2023: $7,590,377Net Assets 2023: $1,701,4182023Assets 2024: $9,993,670Liabilities 2024: $8,308,342Net Assets 2024: $1,685,3282024Assets 2025: $9,569,685Liabilities 2025: $7,067,642Net Assets 2025: $2,502,0432025

Highlighted filing

2017

Assets$7,924,084
Liabilities$4,754,989
Net Assets$3,169,095
Open 2017 Filing

Operations Trend

Revenue Growth60th percentile

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

$30M$20M$10M$0-$10MRevenue 2011: $11,941,265Expenses 2011: $12,023,418Net Income 2011: -$82,1532011Revenue 2012: $11,395,381Expenses 2012: $11,254,312Net Income 2012: $141,0692012Revenue 2013: $10,643,665Expenses 2013: $10,825,740Net Income 2013: -$182,0752013Revenue 2014: $9,878,390Expenses 2014: $10,229,358Net Income 2014: -$350,9682014Revenue 2015: $10,887,770Expenses 2015: $11,172,299Net Income 2015: -$284,5292015Revenue 2016: $10,799,967Expenses 2016: $11,447,795Net Income 2016: -$647,8282016Revenue 2017: $11,713,361Expenses 2017: $12,151,602Net Income 2017: -$438,2412017Revenue 2018: $11,370,802Expenses 2018: $11,925,073Net Income 2018: -$554,2712018Revenue 2019: $12,564,626Expenses 2019: $12,883,714Net Income 2019: -$319,0882019Revenue 2020: $13,963,717Expenses 2020: $14,046,833Net Income 2020: -$83,1162020Revenue 2021: $16,031,335Expenses 2021: $16,638,618Net Income 2021: -$607,2832021Revenue 2022: $17,866,035Expenses 2022: $18,144,770Net Income 2022: -$278,7352022Revenue 2023: $21,267,649Expenses 2023: $21,292,482Net Income 2023: -$24,8332023Revenue 2024: $25,300,648Expenses 2024: $25,316,738Net Income 2024: -$16,0902024Revenue 2025: $27,003,934Expenses 2025: $26,673,381Net Income 2025: $330,5532025

Highlighted filing

2017

Revenue$11,713,361
Expenses$12,151,602
Net Income-$438,241
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Apr 30, 2018
Return Version
2016v3.0
Gross Receipts
$11,713,361
Mission and Program Overview

Mission

The Mission of Sourcewise is to foster a comprehensive coordinated home and community based service delivery system to meet the needs of older persons and their caregivers in Santa Clara.

The Mission of Sourcewise is to foster a comprehensive coordinated home and community based service delivery system to meet the needs of older persons and their caregivers in Santa Clara

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$2,882,427$5,011,977▲ $2,129,550
Land, Buildings, and Equipment, Net$2,632,362$2,442,689▼ $189,673
Accounts Receivable$245,406$234,534▼ $10,872
Investments in Publicly Traded Securities$90,480$137,002▲ $46,522
Prepaid Expenses and Deferred Charges$120,958$97,882▼ $23,076
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$5,971,633$7,924,084▲ $1,952,451
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$1,249,794$3,772,134▲ $2,522,340
Deferred Revenue$117,386$719,868▲ $602,482
Other Liabilities$165,938$262,987▲ $97,049
Total Liabilities$1,533,118$4,754,989▲ $3,221,871
Net Assets / Fund Balance
Unrestricted Net Assets$4,438,515$3,169,095▼ $1,269,420
Total Net Assets Fund Balance$4,438,515$3,169,095▼ $1,269,420
Total Liabilities and Net Assets / Fund Balance$5,971,633$7,924,084▲ $1,952,451

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$1,569,261$1,122,394$2,691,655
Equipment$110,695$1,878,004$1,988,699
Buildings$754,515$165,006$919,521
Other Land Buildings$8,218$340,715$348,933
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Stephen SchmollCEOFT$325,996$325,996
Seong HinmanCFOFT$300,708$300,708
Manuel AltamiranoCOOFT$263,429$263,429
Edith GongDirector of Care AccessFT$128,762$128,762
Dung NguyenFinance DirectorFT$119,197$119,197
Mary TinkerDirector of Public AuthorityFT$118,543$118,543
Rosaura JimenezDirector of South County ServicesFT$111,260$111,260
Crystal ShafiabadyDirector of Information & AwarFT$109,563$109,563
Nolan FelicianoDirector of NetworkFT$104,607$104,607
Aneliza Del PinalDirector of Public RelationsFT$101,941$101,941
Henri VillalovosDirector of MOW & Senior EmploFT$101,046$101,046
Concepcion CorralesDirector of HICAPFT$91,111$91,111
Elisa AlarconDirector of MSSPFT$81,596$81,596
Wai-Ling HungDirector of FinanceFT$47,623$47,623

Board Members and Trustees

NameTitle
Michal MendozaPresident
Bea Robinson-MendezVice President
Jeff TepperVice President
Robert MacLaughlinVice President
Animesh ChatterjeeBoard Member
Dr Anita MukherjeeBoard Member
Mitsu KumagaiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$11,661,833
Program Service Revenue
$0
Investment Income
$51,528
Other Revenue
$0
All Other Contributions
$3,689,043
Change in Net Assets
$-438,241

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,713,361
Total Revenue per Audited Statements
$11,713,361
Total Revenue per Form 990
$11,713,361
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,890,907
Grants and Similar Amounts Paid$4,355,404
Other Expenses$1,905,291
Total Fundraising Expense$224,723
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$4,355,404--$4,355,404
Comp Disqual Persons$2,570,923$235,486$5,105$2,811,514
Current Officers, Directors, Trustees, and Key Employees$1,834,002$167,743$3,637$2,005,382
Occupancy$465,700$24,561$225$490,486
Other Employee Benefits$419,107$53,317$140$472,564
Office Expenses$379,151$18,220$588$397,959
Payroll Taxes$333,381$42,412$112$375,905
Pension Plan Contributions$200,028$25,447$67$225,542
Depreciation Depletion--$200,507$200,507
Fees for Services Other$82,550$49,424$6,937$138,911
Insurance$42,423$2,447-$44,870
Conferences and Meetings$27,509--$27,509
Travel$18,672$625$771$20,068
Advertising$17,454$90-$17,544
Interest$1,238$76$844$2,158
Other Expenses$-92,989$73,746$-88$-19,243
Total Functional Expenses$11,219,398$707,481$224,723$12,151,602

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$12,151,602
Total Expenses per Audited Statements$12,151,602
Total Expenses per Form 990$12,151,602
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
County of Santa ClaraSan Jose, CA-Title III-C$2,998,302
Catholic Charities Santa ClarSan Jose, CA-Title III-B, E, VIIIA & VIIIB,Other$326,470
The Health TrustCampbell, CA-Title III-C & D$226,988
Senior Adults Legal AssistSan Jose, CA-Title III-B$202,000
Alzheimers AssociationMountain View, CA-Title III-E$198,458
Alzheimers Activity CenterSan Jose, CA-Title III-E$146,376
Live Oak Adult Day ServiceSan Jose, CA-Title III-B & E$95,912
Yu-Ai KaiSan Jose, CA-Title III-B, C & E$63,815
AvenidasPalo Alto, CA-Title III-B & E$26,120
CSA of Mt View & L AltosMountain View, CA-Title III-B$25,000
Outreach & Escort IncSan Jose, CA-Title III-B$23,683
Gardner Health CenterSan Jose, CA-Title III-B$22,280
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to$262,987
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“A copy of the Form 990 is provided to the Governing Body after filing.”

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

“Annually, the Governing Body 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 andapproves the compensation of the CEO of the Organization.”

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 andapproves the compensation for other officers.”

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

“Additional information available upon request.”

Filing and Contact Details

Filer

Filer Name
Sourcewise
EIN
94-2256503
Phone
4082968290
Address
2115 The Alameda, San Jose, CA 95126

Signing Officer

Name
Stephen Schmoll
Title
CEO
Signed
2018-04-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephen Schmoll
Formed
1974
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
120
Volunteers
33

Preparer

Firm
R J Ricciardi Inc
Address
1101 Fifth Avenue Suite 360, San Rafael, CA 94901
Preparer
Hiep Pham
Phone
4154571215
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“The Organization adopted the recognition requirements for uncertain income tax positions as required by generally accepted accounting principles, with no cumulative effect adjustment required. Income tax benefits are recognized for income tax positions taken or expected to be taken in a tax return, only when it is determined that the income tax position will more-likely-than-not be sustained upon examination by taxing authorities. The Organization has analyzed tax positions takenfor filing with the Internal Revenue Service and all state jurisdictions where it operates. The Organization believes that income tax filing positions will be sustained upon examination and does not anticipate any adjustments that would result in a material adverse effect on the Organization's financial condition, results of operations or cash flows. Accordingly,the Organization has not recorded any reserves, or related accruals for interest and penalties for uncertain tax positions at June 30, 2017. The Organization is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

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IRS990/Form990PartVIISectionAGrp/PersonNm0Michal Mendoza
IRS990/Form990PartVIISectionAGrp/PersonNm1Jeff Tepper
IRS990/Form990PartVIISectionAGrp/PersonNm2Bea Robinson-Mendez
IRS990/Form990PartVIISectionAGrp/PersonNm3Robert MacLaughlin
IRS990/Form990PartVIISectionAGrp/PersonNm4Mitsu Kumagai
IRS990/Form990PartVIISectionAGrp/PersonNm5Animesh Chatterjee
IRS990/Form990PartVIISectionAGrp/PersonNm6Dr Anita Mukherjee
IRS990/Form990PartVIISectionAGrp/PersonNm7Stephen Schmoll
IRS990/Form990PartVIISectionAGrp/PersonNm8Manuel Altamirano
IRS990/Form990PartVIISectionAGrp/PersonNm9Seong Hinman
IRS990/Form990PartVIISectionAGrp/PersonNm10Mary Tinker
IRS990/Form990PartVIISectionAGrp/PersonNm11Edith Gong
IRS990/Form990PartVIISectionAGrp/PersonNm12Wai-Ling Hung
IRS990/Form990PartVIISectionAGrp/PersonNm13Concepcion Corrales
IRS990/Form990PartVIISectionAGrp/PersonNm14Nolan Feliciano
IRS990/Form990PartVIISectionAGrp/PersonNm15Henri Villalovos
IRS990/Form990PartVIISectionAGrp/PersonNm16Aneliza Del Pinal
IRS990/Form990PartVIISectionAGrp/PersonNm17Crystal Shafiabady
IRS990/Form990PartVIISectionAGrp/PersonNm18Elisa Alarcon
IRS990/Form990PartVIISectionAGrp/PersonNm19Rosaura Jimenez
IRS990/Form990PartVIISectionAGrp/PersonNm20Dung Nguyen
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IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt4Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt7CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt8COO
IRS990/Form990PartVIISectionAGrp/TitleTxt9CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director of Public Authority
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director of Care Access
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director of Finance
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director of HICAP
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director of Network
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director of MOW & Senior Emplo
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director of Public Relations
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director of Information & Awar
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director of MSSP
IRS990/Form990PartVIISectionAGrp/TitleTxt19Director of South County Services
IRS990/Form990PartVIISectionAGrp/TitleTxt20Finance Director
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IRS990/MissionDesc0The Mission of Sourcewise is to foster a comprehensive coordinated home and community based service delivery system to meet the needs of older persons and their caregivers in Santa Clara
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IRS990/OtherExpensesGrp/FundraisingAmt1-88
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IRS990/OtherExpensesGrp/ProgramServicesAmt0372827
IRS990/OtherExpensesGrp/ProgramServicesAmt1192018
IRS990/OtherExpensesGrp/ProgramServicesAmt2-92989
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IRS990/PayrollTaxesGrp/ProgramServicesAmt0333381
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IRS990/PensionPlanContributionsGrp/FundraisingAmt067
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt025447
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0200028
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt097882
IRS990/PrincipalOfficerNm0Stephen Schmoll

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,924,084
Liabilities
$4,754,989
Net assets
$3,169,095
Revenue
$11,713,361
Expenses
$12,151,602
Net income
-$438,241
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.57$7.07$2.50$27.0$26.7$0.33
2024Detailed filing. Detailed filing data is available for this year.$9.99$8.31$1.69$25.3$25.3$0.02
2023Detailed filing. Detailed filing data is available for this year.$9.29$7.59$1.70$21.3$21.3$0.02
2022Detailed filing. Detailed filing data is available for this year.$7.99$6.27$1.73$17.9$18.1$0.28
2021Detailed filing. Detailed filing data is available for this year.$7.79$5.78$2.00$16.0$16.6$0.61
2020Detailed filing. Detailed filing data is available for this year.$6.72$4.11$2.61$14.0$14.0$0.08
2019Detailed filing. Detailed filing data is available for this year.$5.22$2.36$2.86$12.6$12.9$0.32
2018Detailed filing. Detailed filing data is available for this year.$5.45$2.58$2.87$11.4$11.9$0.55
2017Detailed filing. Detailed filing data is available for this year.$7.92$4.75$3.17$11.7$12.2$0.44
2016Detailed filing. Detailed filing data is available for this year.$5.97$1.53$4.44$10.8$11.4$0.65
2015Summary only. Only limited summary data is available for this year.$6.76$1.56$5.20$10.9$11.2$0.28
2014Summary only. Only limited summary data is available for this year.$6.79$1.31$5.48$9.88$10.2$0.35
2013Summary only. Only limited summary data is available for this year.$7.62$1.78$5.84$10.6$10.8$0.18
2012Summary only. Only limited summary data is available for this year.$8.04$2.02$6.02$11.4$11.3$0.14
2011Summary only. Only limited summary data is available for this year.$8.40$2.12$6.28$11.9$12.0$0.08