Civic Intelligence

Sourcewise

990 • Fiscal year 2018 • EIN 94-2256503

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

Organization Profilewww.mysourcewise.com

View Organization Page

2115 The AlamedaSan Jose, CA 95126

(408) 296-8290

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$5,449,568

Flat from 2018

Net Assets

Flat

$2,866,810

Flat from 2018

Liabilities

Flat

$2,582,758

Flat from 2018

Revenue And Expenses

Revenue

Flat

$11,370,802

Flat from 2018

Expenses

Flat

$11,925,073

Flat from 2018

Net Income

Flat

-$554,271

Flat from 2018

Historical Trend

Balance Sheet Trend

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 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

2018

Assets$5,449,568
Liabilities$2,582,758
Net Assets$2,866,810
Open 2018 Filing

Operations Trend

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 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

2018

Revenue$11,370,802
Expenses$11,925,073
Net Income-$554,271
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
$11,370,802
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$5,011,977$2,795,590▼ $2,216,387
Land, Buildings, and Equipment, Net$2,442,689$2,291,984▼ $150,705
Accounts Receivable$234,534$146,525▼ $88,009
Investments in Publicly Traded Securities$137,002$113,609▼ $23,393
Prepaid Expenses and Deferred Charges$97,882$101,860▲ $3,978
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$7,924,084$5,449,568▼ $2,474,516
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$3,772,134$1,821,603▼ $1,950,531
Deferred Revenue$719,868$415,319▼ $304,549
Other Liabilities$262,987$345,836▲ $82,849
Total Liabilities$4,754,989$2,582,758▼ $2,172,231
Net Assets / Fund Balance
Unrestricted Net Assets$3,169,095$2,866,810▼ $302,285
Total Net Assets Fund Balance$3,169,095$2,866,810▼ $302,285
Total Liabilities and Net Assets / Fund Balance$7,924,084$5,449,568▼ $2,474,516

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$1,475,001$1,216,654$2,691,655
Equipment$74,998$1,922,615$1,997,613
Buildings$735,471$184,050$919,521
Other Land Buildings$6,514$342,419$348,933
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Stephen SchmollCEOFT$334,996$334,996
Manuel AltamiranoCOOFT$264,829$264,829
Seong HinmanCFOFT$245,184$245,184
Dung NguyenDirector of FinanceFT$149,503$149,503
Aneliza Del PinalDirector of Public RetFT$135,887$135,887
Edith GongDirector of Care AcessFT$129,908$129,908
Chia Teck ChenAccounting and PayFT$128,664$128,664
Mary TinkerDirector of Public AutFT$125,365$125,365

Board Members and Trustees

NameTitle
Michal MendozaPresident
Amy AndonianBoard Member
Dr Anita MukherjeeBoard Member
Sonya CasaresBoard Member
Jeff Tepper1st Vice Pres.
Robert MacLaughlin2nd Vice Pres.
Animesh ChatterjeeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$11,247,758
Program Service Revenue
$0
Investment Income
$123,044
Other Revenue
$0
All Other Contributions
$3,577,927
Change in Net Assets
$-554,271

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,370,802
Total Revenue per Audited Statements
$11,370,802
Total Revenue per Form 990
$11,370,802
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,233,031
Grants and Similar Amounts Paid$3,978,758
Other Expenses$1,713,284
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,848,248$345,239-$4,193,487
Grants to Domestic Orgs$3,978,758--$3,978,758
Current Officers, Directors, Trustees, and Key Employees$775,441$69,568-$845,009
Other Employee Benefits$481,130$54,664-$535,794
Occupancy$506,037$25,062-$531,099
Payroll Taxes$344,219$39,108-$383,327
Fees for Services Other$257,378$45,667-$303,045
Pension Plan Contributions$247,315$28,099-$275,414
Office Expenses$206,636$3,798-$210,434
Depreciation Depletion-$159,619-$159,619
Insurance$43,098$1,786-$44,884
Other Expenses$24,321$27-$24,348
Travel$11,844$82-$11,926
Advertising$5,173--$5,173
Interest$894$580-$1,474
All Other Expenses$-105,469$75,931-$-29,538
Total Functional Expenses$11,064,099$860,974$0$11,925,073

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$11,925,073
Total Expenses per Audited Statements$11,925,073
Total Expenses per Form 990$11,925,073
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
County of Santa ClaraSan Jose, CA-Title III-C$2,779,764
Catholic Charities Santa ClarSan Jose, CA-Title III-B, E, VIIIA & VIIIB,Other$346,666
Senior Adults Legal AssistSan Jose, CA-Title III-B & HICAP$204,300
Alzheimers AssociationSan Jose, CA-Title III-E$188,535
The Health TrustSan Jose, CA-Title III-C & D$137,923
Respite & ResearcAlzheimersSan Jose, CA-Title III-E$120,363
Live Oak Adult Day ServiceSan Jose, CA-Title III-B & E$86,188
Yu-Ai KaiSan Jose, CA-Title III-B, C & E$67,038
AvenidasPalo Alto, CA-Title III-E$24,231
CSA of Mt View & L AltosMountain View, CA-Title III-B$23,750
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$345,836
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
2019-03-28
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
121
Volunteers
38

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, 2018. 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/PersonNm6Dr Anita Mukherjee
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IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt11st Vice Pres.
IRS990/Form990PartVIISectionAGrp/TitleTxt2Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt32nd Vice Pres.
IRS990/Form990PartVIISectionAGrp/TitleTxt4Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt5Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt7CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt8COO
IRS990/Form990PartVIISectionAGrp/TitleTxt9CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt10Dir. of Finance
IRS990/Form990PartVIISectionAGrp/TitleTxt11Dir. of Public Ret
IRS990/Form990PartVIISectionAGrp/TitleTxt12Dir. of Care Acess
IRS990/Form990PartVIISectionAGrp/TitleTxt13Accounting and Pay
IRS990/Form990PartVIISectionAGrp/TitleTxt14Dir. of Public Aut
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IRS990/InsuranceGrp/ManagementAndGeneralAmt01786
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt0113609
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IRS990/LandBldgEquipCostOrOtherBssAmt05957722
IRS990/LegalDomicileStateCd0CA
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IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
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
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt02866810
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt025062
IRS990/OccupancyGrp/ProgramServicesAmt0506037
IRS990/OccupancyGrp/TotalAmt0531099
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03798
IRS990/OfficeExpensesGrp/ProgramServicesAmt0206636
IRS990/OfficeExpensesGrp/TotalAmt0210434
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IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
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IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt054664
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0481130
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0535794
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IRS990/OtherExpensesGrp/Desc2Dues and subscriptions
IRS990/OtherExpensesGrp/Desc3Training
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13578
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2804
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt327
IRS990/OtherExpensesGrp/ProgramServicesAmt0313875
IRS990/OtherExpensesGrp/ProgramServicesAmt185331
IRS990/OtherExpensesGrp/ProgramServicesAmt239870
IRS990/OtherExpensesGrp/ProgramServicesAmt324321
IRS990/OtherExpensesGrp/TotalAmt0321237
IRS990/OtherExpensesGrp/TotalAmt188909
IRS990/OtherExpensesGrp/TotalAmt240674
IRS990/OtherExpensesGrp/TotalAmt324348
IRS990/OtherLiabilitiesGrp/BOYAmt0262987
IRS990/OtherLiabilitiesGrp/EOYAmt0345836
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0345239
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03848248
IRS990/OtherSalariesAndWagesGrp/TotalAmt04193487
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt039108
IRS990/PayrollTaxesGrp/ProgramServicesAmt0344219
IRS990/PayrollTaxesGrp/TotalAmt0383327
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt028099
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0247315
IRS990/PensionPlanContributionsGrp/TotalAmt0275414
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt097882
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0101860
IRS990/PrincipalOfficerNm0Stephen Schmoll
IRS990/PriorPeriodAdjustmentsAmt0251986
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt011661833
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt04355404
IRS990/PYInvestmentIncomeAmt051528
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IRS990/PYOtherExpensesAmt01905291
IRS990/PYRevenuesLessExpensesAmt0-438241
IRS990/PYSalariesCompEmpBnftPaidAmt05890907
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IRS990/PYTotalRevenueAmt011713361
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt010802673
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt010882389
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt09873521
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt054468174
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0-2706
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt05381
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt04869
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0182116
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt010882389

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$5,449,568
Liabilities
$2,582,758
Net assets
$2,866,810
Revenue
$11,370,802
Expenses
$11,925,073
Net income
-$554,271
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
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