Civic Intelligence

Sourcewise

990 • Fiscal year 2021 • EIN 94-2256503

Jul 01, 2020 to Jun 30, 2021 • Filed on Apr 12, 2022

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

86th percentile

0.74x

Higher debt load relative to assets than 86% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

62nd percentile

0.36x

Higher debt load relative to revenue than 62% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

16th percentile

-3.8%

Higher net margin than 16% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

79th percentile

$293,267

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 1.8% of source-year revenue.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

63rd percentile

16%

Faster asset growth than 63% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

54th percentile

15%

Faster revenue growth than 54% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$7,787,611

Up $1,064,969 (+16%) from 2020

Net Assets

Down

$2,004,986

Down $607,283 (-23%) from 2020

Liabilities

Up

$5,782,625

Up $1,672,252 (+41%) from 2020

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin16th percentile

Revenue

Up

$16,031,335

Up $2,067,618 (+15%) from 2020

Expenses

Up

$16,638,618

Up $2,591,785 (+18%) from 2020

Net Income

Down

-$607,283

Down $524,167 (-631%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth63rd 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

2021

Assets$7,787,611
Liabilities$5,782,625
Net Assets$2,004,986
Open 2021 Filing

Operations Trend

Revenue Growth54th 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

2021

Revenue$16,031,335
Expenses$16,638,618
Net Income-$607,283
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Apr 12, 2022
Return Version
2020v4.0
Gross Receipts
$16,031,335
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$4,022,592$4,233,349▲ $210,757
Land, Buildings, and Equipment, Net$2,118,260$2,055,298▼ $62,962
Accounts Receivable$321,685$1,191,027▲ $869,342
Prepaid Expenses and Deferred Charges$171,195$171,104▼ $91
Investments in Publicly Traded Securities$88,910$136,833▲ $47,923
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$6,722,642$7,787,611▲ $1,064,969
Other Assets Total-$0-
Liabilities
Deferred Revenue$1,288,046$3,005,606▲ $1,717,560
Accounts Payable and Accrued Expenses$1,760,703$1,856,274▲ $95,571
Grants Payable$841,863$526,165▼ $315,698
Other Liabilities$219,761$394,580▲ $174,819
Total Liabilities$4,110,373$5,782,625▲ $1,672,252
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,612,269$2,004,986▼ $607,283
Total Net Assets Fund Balance$2,612,269$2,004,986▼ $607,283
Total Liabilities and Net Assets / Fund Balance$6,722,642$7,787,611▲ $1,064,969

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$1,192,217$1,499,438$2,691,655
Other Land Buildings$87,002$2,006,831$2,093,833
Buildings$678,349$241,172$919,521
Equipment$97,730$328,659$426,389
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Manuel AltamiranoCOOFT$293,267$293,267
Aneliza Del PinalCEOFT$198,362$198,362
Dung NguyenDirector of FinanceFT$154,333$154,333
Mary TinkerDirector of Public AuthorityFT$137,739$137,739
Edith GongDirector of Comm Dev.FT$134,199$134,199
Nolan FelicianoDirector of Network & InfrastructureFT$114,079$114,079
Rosaura JimenezDirector of South County ServicesFT$111,290$111,290

Board Members and Trustees

NameTitle
Jeff TepperPresident
Heather Severson-TanezBoard Member
Michal Ann MendozaBoard Member
Robert MacLaughlinBoard Member
Sonya Casares1st Vice Pres.
Matthew WoodruffTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$15,981,209
Program Service Revenue
$0
Investment Income
$50,126
Other Revenue
$0
All Other Contributions
$5,489,691
Change in Net Assets
$-607,283

Audited Revenue Reconciliation

Revenue per Audited Statements
$16,031,335
Total Revenue per Audited Statements
$16,031,335
Total Revenue per Form 990
$16,031,335
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$7,840,050
Salaries, Compensation, and Employee Benefits$5,905,238
Other Expenses$2,893,330
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$7,840,050--$7,840,050
Other Salaries and Wages$3,706,146$604,962-$4,311,108
Current Officers, Directors, Trustees, and Key Employees$555,688$90,706-$646,394
Fees for Services Other$454,529$170,249-$624,778
Occupancy$431,433$49,459-$480,892
Payroll Taxes$312,527$65,268-$377,795
Other Employee Benefits$306,164$63,939-$370,103
Office Expenses$147,174$68,403-$215,577
Pension Plan Contributions$165,314$34,524-$199,838
Depreciation Depletion-$158,341-$158,341
All Other Expenses$600,675$-443,745-$156,930
Other Expenses$93,569$859-$94,428
Insurance$47,258$5,778-$53,036
Advertising$30,604$7,976-$38,580
Travel$1,223$310-$1,533
Total Functional Expenses$15,660,110$978,508$0$16,638,618

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$16,638,618
Total Expenses per Audited Statements$16,638,618
Total Expenses per Form 990$16,638,618
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
County of Santa ClaraSan Jose, CA-Title III-C$3,244,061
Catholic Charity Santa ClaraSan Jose, CA-Title III-B, E, VIIIA & VIIIB,Other$589,139
Senior Adults Legal AssistSan Jose, CA-Title III-B & HICAP$279,915
AvenidasPalo Alto, CA-Title III-E$248,510
The Health TrustSan Jose, CA-Title III-C & D$233,616
Live Oak Adult Day ServiceSan Jose, CA-Title III-B & E$223,132
Hearts and Minds Activity CenSan Jose, CA-Title III-E$178,695
Alzheimers AssociationSan Jose, CA-Title III-E$115,183
Bay Area Community HealthFremont, CA-Title III-B$50,178
CSA of Mt View & L AltosMountain View, CA-Title III-B$50,000
City of SunnyvaleSunnyvale, CA-Title III-D$39,149
Family Caregiving AllianceSan Francisco, CA-Title III-E$37,078
San Jose State UniversitySan Jose, CA-Title III-D$31,341
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$394,580
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 35% controlled entity
No
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
2022-04-12
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
129
Volunteers
199

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, 2021. The Organization is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML AppendixShowing 400 of 670 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01760703
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01856274
IRS990/AccountsReceivableGrp/BOYAmt0321685
IRS990/AccountsReceivableGrp/EOYAmt01191027
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0The 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/AdvertisingGrp/ManagementAndGeneralAmt07976
IRS990/AdvertisingGrp/ProgramServicesAmt030604
IRS990/AdvertisingGrp/TotalAmt038580
IRS990/AllOtherContributionsAmt05489691
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0-443745
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0600675
IRS990/AllOtherExpensesGrp/TotalAmt0156930
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Sourcewise
IRS990/BooksInCareOfDetail/PhoneNum04082968290
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03100 De La Cruz Blvd Suite 310
IRS990/BooksInCareOfDetail/USAddress/CityNm0Santa Clara
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095054
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt04022592
IRS990/CashNonInterestBearingGrp/EOYAmt04233349
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt090706
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0555688
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0646394
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt015981209
IRS990/CYGrantsAndSimilarPaidAmt07840050
IRS990/CYInvestmentIncomeAmt050126
IRS990/CYOtherExpensesAmt02893330
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-607283
IRS990/CYSalariesCompEmpBnftPaidAmt05905238
IRS990/CYTotalExpensesAmt016638618
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt016031335
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt01288046
IRS990/DeferredRevenueGrp/EOYAmt03005606
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0158341
IRS990/DepreciationDepletionGrp/TotalAmt0158341
IRS990/Desc0Provided services to elderly in Santa Clara County including in-home assistance,meals & nutritional services, day health care, transportation, respite services,insurance counseling, legal assistance, job training and placement opportunities.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt0129
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt015660110
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditPerformedInd0true
IRS990/FederalGrantAuditRequiredInd0true
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0170249
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0454529
IRS990/FeesForServicesOtherGrp/TotalAmt0624778
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/PersonNm0Manuel Altamirano
IRS990/Form990PartVIISectionAGrp/PersonNm1Aneliza Del Pinal
IRS990/Form990PartVIISectionAGrp/PersonNm2Dung Nguyen
IRS990/Form990PartVIISectionAGrp/PersonNm3Mary Tinker
IRS990/Form990PartVIISectionAGrp/PersonNm4Edith Gong
IRS990/Form990PartVIISectionAGrp/PersonNm5Nolan Feliciano
IRS990/Form990PartVIISectionAGrp/PersonNm6Rosaura Jimenez
IRS990/Form990PartVIISectionAGrp/PersonNm7Matthew Woodruff
IRS990/Form990PartVIISectionAGrp/PersonNm8Jeff Tepper
IRS990/Form990PartVIISectionAGrp/PersonNm9Sonya Casares
IRS990/Form990PartVIISectionAGrp/PersonNm10Robert MacLaughlin
IRS990/Form990PartVIISectionAGrp/PersonNm11Michal Ann Mendoza
IRS990/Form990PartVIISectionAGrp/PersonNm12Heather Severson-Tanez
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0293267
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1198362
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2154333
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3137739
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt4134199
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt5114079
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt6111290
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0COO
IRS990/Form990PartVIISectionAGrp/TitleTxt1CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt2Dir. of Finance
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director of Public Authority
IRS990/Form990PartVIISectionAGrp/TitleTxt4Dir. of Comm Dev.
IRS990/Form990PartVIISectionAGrp/TitleTxt5Dir. of Network & Infrastructure
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director of South County Services
IRS990/Form990PartVIISectionAGrp/TitleTxt7Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt8President
IRS990/Form990PartVIISectionAGrp/TitleTxt91st Vice Pres.
IRS990/Form990PartVIISectionAGrp/TitleTxt10Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt11Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt12Board Member
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01974
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GovernmentGrantsAmt010491518
IRS990/GrantsPayableGrp/BOYAmt0841863
IRS990/GrantsPayableGrp/EOYAmt0526165
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt07840050
IRS990/GrantsToDomesticOrgsGrp/TotalAmt07840050
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt016031335
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt07
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt05778
IRS990/InsuranceGrp/ProgramServicesAmt047258
IRS990/InsuranceGrp/TotalAmt053036
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt050126
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt050126
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt088910
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0136833
IRS990/IRPDocumentCnt016
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04076100
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02118260
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02055298
IRS990/LandBldgEquipCostOrOtherBssAmt06131398
IRS990/LegalDomicileStateCd0CA
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
IRS990/NetAssetsOrFundBalancesBOYAmt02612269
IRS990/NetAssetsOrFundBalancesEOYAmt02004986
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02612269
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02004986
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt049459
IRS990/OccupancyGrp/ProgramServicesAmt0431433
IRS990/OccupancyGrp/TotalAmt0480892
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt068403
IRS990/OfficeExpensesGrp/ProgramServicesAmt0147174
IRS990/OfficeExpensesGrp/TotalAmt0215577
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt063939
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0306164
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0370103
IRS990/OtherExpensesGrp/Desc0Other
IRS990/OtherExpensesGrp/Desc1Dues and subscriptions
IRS990/OtherExpensesGrp/Desc2Telephone (Communication)
IRS990/OtherExpensesGrp/Desc3Printing and Publications
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt056444
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt137822
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt27213
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3859
IRS990/OtherExpensesGrp/ProgramServicesAmt0701823
IRS990/OtherExpensesGrp/ProgramServicesAmt1143126
IRS990/OtherExpensesGrp/ProgramServicesAmt2122807
IRS990/OtherExpensesGrp/ProgramServicesAmt393569
IRS990/OtherExpensesGrp/TotalAmt0758267
IRS990/OtherExpensesGrp/TotalAmt1180948
IRS990/OtherExpensesGrp/TotalAmt2130020
IRS990/OtherExpensesGrp/TotalAmt394428
IRS990/OtherLiabilitiesGrp/BOYAmt0219761
IRS990/OtherLiabilitiesGrp/EOYAmt0394580
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0604962
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03706146
IRS990/OtherSalariesAndWagesGrp/TotalAmt04311108
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt065268
IRS990/PayrollTaxesGrp/ProgramServicesAmt0312527
IRS990/PayrollTaxesGrp/TotalAmt0377795
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt034524
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0165314
IRS990/PensionPlanContributionsGrp/TotalAmt0199838
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0171195
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0171104
IRS990/PrincipalOfficerNm0Aneliza Del Pinal
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt013676328
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt05481714
IRS990/PYInvestmentIncomeAmt0287389
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt02453394
IRS990/PYRevenuesLessExpensesAmt0-83116
IRS990/PYSalariesCompEmpBnftPaidAmt06111725
IRS990/PYTotalExpensesAmt014046833
IRS990/PYTotalRevenueAmt013963717
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-607283
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0true
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt014762299
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt013676328
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt012364651
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt011247758
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt011661833
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt063712869
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt050126
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0287389
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0199975
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0123044
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt051528
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0712062
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98890
IRS990ScheduleA/PublicSupportPY170Pct00.98910
IRS990ScheduleA/PublicSupportTotal170Amt063712869
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt014762299
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt013676328
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt012364651
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt011247758
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt011661833
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt063712869
IRS990ScheduleA/TotalSupportAmt064424931
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0678349
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0241172
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0919521
IRS990ScheduleD/EquipmentGrp/BookValueAmt097730
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0328659
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0426389
IRS990ScheduleD/ExpensesSubtotalAmt016638618
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt01192217
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt01499438
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt02691655
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt087002
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt02006831
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt02093833
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0394580
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Due to
IRS990ScheduleD/RevenueSubtotalAmt016031335
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The 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, 2021. The Organization is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02055298
IRS990ScheduleD/TotalExpensesPerForm990Amt016638618
IRS990ScheduleD/TotalLiabilityAmt0394580
IRS990ScheduleD/TotalRevenuePerForm990Amt016031335

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,787,611
Liabilities
$5,782,625
Net assets
$2,004,986
Revenue
$16,031,335
Expenses
$16,638,618
Net income
-$607,283
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