Civic Intelligence

Sourcewise

990 • Fiscal year 2019 • EIN 94-2256503

Jul 01, 2018 to Jun 30, 2019 • Filed on Apr 03, 2020

Organization Profilewww.mysourcewise.com

View Organization Page

3100 De La Cruz Blvd Suite 310Santa Clara, CA 95054

(408) 296-8290

Siviq Scores

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

Liabilities / Assets

70th percentile

0.45x

Higher debt load relative to assets than 70% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

46th percentile

0.19x

Higher debt load relative to revenue than 46% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

28th percentile

-2.5%

Higher net margin than 28% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

77th percentile

$289,801

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 2.3% of source-year revenue.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

17th percentile

-4.3%

Faster asset growth than 17% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

67th percentile

10%

Faster revenue growth than 67% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets70th percentile

Assets

Down

$5,216,169

Down $233,399 (-4.3%) from 2018

Net Assets

Down

$2,858,899

Down $7,911 (-0.3%) from 2018

Liabilities

Down

$2,357,270

Down $225,488 (-8.7%) from 2018

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin28th percentile

Revenue

Up

$12,564,626

Up $1,193,824 (+10%) from 2018

Expenses

Up

$12,883,714

Up $958,641 (+8.0%) from 2018

Net Income

Up

-$319,088

Up $235,183 (+42%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth17th 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

2019

Assets$5,216,169
Liabilities$2,357,270
Net Assets$2,858,899
Open 2019 Filing

Operations Trend

Revenue Growth67th 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

2019

Revenue$12,564,626
Expenses$12,883,714
Net Income-$319,088
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Apr 3, 2020
Return Version
2018v3.1
Gross Receipts
$12,564,626
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$2,795,590$2,615,149▼ $180,441
Land, Buildings, and Equipment, Net$2,291,984$2,138,911▼ $153,073
Accounts Receivable$146,525$237,585▲ $91,060
Investments in Publicly Traded Securities$113,609$124,118▲ $10,509
Prepaid Expenses and Deferred Charges$101,860$100,406▼ $1,454
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$5,449,568$5,216,169▼ $233,399
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$1,821,603$1,761,527▼ $60,076
Deferred Revenue$415,319$351,981▼ $63,338
Other Liabilities$345,836$243,762▼ $102,074
Total Liabilities$2,582,758$2,357,270▼ $225,488
Net Assets / Fund Balance
Unrestricted Net Assets$2,866,810$2,858,899▼ $7,911
Total Net Assets Fund Balance$2,866,810$2,858,899▼ $7,911
Total Liabilities and Net Assets / Fund Balance$5,449,568$5,216,169▼ $233,399

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$1,380,741$1,310,914$2,691,655
Equipment$36,933$1,961,521$1,998,454
Buildings$716,427$203,094$919,521
Other Land Buildings$4,810$344,123$348,933
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Manuel AltamiranoCOOFT$264,429$25,372$289,801
Stephen SchmollCEOFT$248,899-$248,899
Aneliza Del PinalCEOFT$166,460$25,372$191,832
Dung NguyenDirector of FinanceFT$150,675$25,372$176,047
Edith GongDirector of Care AcessFT$129,575$25,372$154,947
Henri VillalovozDirector of MOWFT$136,411-$136,411
Mary TinkerDirector of Public AuthorityFT$132,889-$132,889
Crystal ShafiabadyDirector of Information & AwarenessFT$127,218-$127,218
Rosaura JimenezDirector of South County ServicesFT$125,530-$125,530
Nolan FelicianoDirector of Network & InfrastructureFT$111,326-$111,326
Marcelo EspirituDirector of HICAPFT$85,329-$85,329
Lisa WhitmoreDirector of Case ManagementFT$80,040-$80,040

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$12,364,651
Program Service Revenue
$0
Investment Income
$199,975
Other Revenue
$0
All Other Contributions
$3,548,017
Change in Net Assets
$-319,088

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,564,626
Total Revenue per Audited Statements
$12,564,626
Total Revenue per Form 990
$12,564,626
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,074,484
Grants and Similar Amounts Paid$4,756,230
Other Expenses$2,053,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$4,756,230--$4,756,230
Other Salaries and Wages$3,925,347$441,220-$4,366,567
Current Officers, Directors, Trustees, and Key Employees$591,225$66,455-$657,680
Occupancy$462,642$18,974-$481,616
Other Employee Benefits$308,917$65,313-$374,230
Payroll Taxes$308,896$65,308-$374,204
Office Expenses$280,181$38,304-$318,485
Fees for Services Other$247,757$69,658-$317,415
Pension Plan Contributions$249,131$52,672-$301,803
Depreciation Depletion-$153,914-$153,914
Insurance$42,716$2,427-$45,143
Other Expenses$28,920$161-$29,081
Travel$7,988$171-$8,159
Advertising$4,720$1,765-$6,485
All Other Expenses$-38,747$44,847-$6,100
Total Functional Expenses$11,780,080$1,103,634$0$12,883,714

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$12,883,714
Total Expenses per Audited Statements$12,883,714
Total Expenses per Form 990$12,883,714
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
County of Santa ClaraSan Jose, CA-Title III-C$3,124,032
Catholic Charities Santa ClarSan Jose, CA-Title III-B, E, VIIIA & VIIIB,Other$394,065
The Health TrustSan Jose, CA-Title III-C & D$283,892
Senior Adults Legal AssistSan Jose, CA-Title III-B & HICAP$257,362
Live Oak Adult Day ServiceSan Jose, CA-Title III-B & E$206,350
Hearts and Minds Activity CenSan Jose, CA-Title III-E$165,595
Yu-Ai KaiSan Jose, CA-Title III-B & C$125,719
Alzheimers AssociationSan Jose, CA-Title III-E$106,499
AvenidasPalo Alto, CA-Title III-E$68,967
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$243,762
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
3100 De La Cruz Blvd Suite 310, Santa Clara, CA 95054

Signing Officer

Name
Aneliza Del Pinal
Title
CEO
Signed
2020-04-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Aneliza Del Pinal
Formed
1974
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
109
Volunteers
39

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, 2019. 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/PersonNm2Sonya Casares
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IRS990/Form990PartVIISectionAGrp/PersonNm14Edith Gong
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IRS990/Form990PartVIISectionAGrp/PersonNm16Henri Villalovoz
IRS990/Form990PartVIISectionAGrp/PersonNm17Stephen Schmoll
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IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt11st Vice Pres.
IRS990/Form990PartVIISectionAGrp/TitleTxt2Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt32nd Vice Pres.
IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director of Public Authority
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director of Information & Awareness
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director of South County Services
IRS990/Form990PartVIISectionAGrp/TitleTxt9Dir. of Network & Infrastructure
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director of HICAP
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director of Case Management
IRS990/Form990PartVIISectionAGrp/TitleTxt12Dir. of Finance
IRS990/Form990PartVIISectionAGrp/TitleTxt13CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt14Dir. of Care Acess
IRS990/Form990PartVIISectionAGrp/TitleTxt15COO
IRS990/Form990PartVIISectionAGrp/TitleTxt16Dir. of MOW
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IRS990/InterestGrp/TotalAmt00
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0199975
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IRS990/LandBldgEquipCostOrOtherBssAmt05958563
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IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/OccupancyGrp/TotalAmt0481616
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IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
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IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0308917
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0374230
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IRS990/OtherExpensesGrp/Desc2Dues and subscriptions
IRS990/OtherExpensesGrp/Desc3Training
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt16674
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt25079
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3161
IRS990/OtherExpensesGrp/ProgramServicesAmt0422597
IRS990/OtherExpensesGrp/ProgramServicesAmt1104178
IRS990/OtherExpensesGrp/ProgramServicesAmt277382
IRS990/OtherExpensesGrp/ProgramServicesAmt328920
IRS990/OtherExpensesGrp/TotalAmt0493289
IRS990/OtherExpensesGrp/TotalAmt1110852
IRS990/OtherExpensesGrp/TotalAmt282461
IRS990/OtherExpensesGrp/TotalAmt329081
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt011247758

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,216,169
Liabilities
$2,357,270
Net assets
$2,858,899
Revenue
$12,564,626
Expenses
$12,883,714
Net income
-$319,088
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