Civic Intelligence

Sourcewise

990 • Fiscal year 2022 • EIN 94-2256503

Jul 01, 2021 to Jun 30, 2022 • Filed on Jan 23, 2023

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

87th percentile

0.78x

Higher debt load relative to assets than 87% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

61st percentile

0.35x

Higher debt load relative to revenue than 61% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

27th percentile

-1.6%

Higher net margin than 27% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

63rd percentile

$218,650

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

56th percentile

2.6%

Faster asset growth than 56% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

62nd percentile

11%

Faster revenue growth than 62% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$7,993,096

Up $205,485 (+2.6%) from 2021

Net Assets

Down

$1,726,251

Down $278,735 (-14%) from 2021

Liabilities

Up

$6,266,845

Up $484,220 (+8.4%) from 2021

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin27th percentile

Revenue

Up

$17,866,035

Up $1,834,700 (+11%) from 2021

Expenses

Up

$18,144,770

Up $1,506,152 (+9.1%) from 2021

Net Income

Up

-$278,735

Up $328,548 (+54%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth56th 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

2022

Assets$7,993,096
Liabilities$6,266,845
Net Assets$1,726,251
Open 2022 Filing

Operations Trend

Revenue Growth62nd 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

2022

Revenue$17,866,035
Expenses$18,144,770
Net Income-$278,735
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jan 23, 2023
Return Version
2021v4.0
Gross Receipts
$17,866,035
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$4,233,349$4,492,719▲ $259,370
Land, Buildings, and Equipment, Net$2,055,298$1,898,356▼ $156,942
Accounts Receivable$1,191,027$1,267,861▲ $76,834
Prepaid Expenses and Deferred Charges$171,104$190,521▲ $19,417
Investments in Publicly Traded Securities$136,833$143,639▲ $6,806
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$7,787,611$7,993,096▲ $205,485
Other Assets Total-$0-
Liabilities
Deferred Revenue$3,005,606$2,497,746▼ $507,860
Accounts Payable and Accrued Expenses$1,856,274$2,461,766▲ $605,492
Grants Payable$526,165$912,753▲ $386,588
Other Liabilities$394,580$394,580→ $0
Total Liabilities$5,782,625$6,266,845▲ $484,220
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,004,986$1,726,251▼ $278,735
Total Net Assets Fund Balance$2,004,986$1,726,251▼ $278,735
Total Liabilities and Net Assets / Fund Balance$7,787,611$7,993,096▲ $205,485

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$1,097,953$1,593,702$2,691,655
Other Land Buildings$70,914$2,030,296$2,101,210
Buildings$659,310$260,211$919,521
Equipment$70,179$356,210$426,389
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Aneliza Del PinalCEOFT$218,650$218,650
Dung NguyenDirector of FinanceFT$158,087$158,087
Edith GongDirector of PAFT$140,210$140,210
Nolan FelicianoDirector of Network & InfrastructureFT$116,836$116,836
Rosaura JimenezDirector of South County ServicesFT$114,040$114,040
Linda PhillipsDirector of Comm Dev.FT$109,746$109,746
Elizabeth BrownArea PlannerFT$103,933$103,933
Linda PhillipsDirector of Public AuthorityFT$101,338$101,338

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
$17,855,308
Program Service Revenue
$0
Investment Income
$10,727
Other Revenue
$0
All Other Contributions
$3,831,799
Change in Net Assets
$-278,735

Audited Revenue Reconciliation

Revenue per Audited Statements
$17,866,035
Total Revenue per Audited Statements
$17,866,035
Total Revenue per Form 990
$17,866,035
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$8,514,105
Salaries, Compensation, and Employee Benefits$6,255,673
Other Expenses$3,374,992
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$8,514,105--$8,514,105
Other Salaries and Wages$4,128,415$850,959-$4,979,374
Fees for Services Other$435,610$222,289-$657,899
Occupancy$442,440$56,766-$499,206
Payroll Taxes$333,618$63,293-$396,911
Other Employee Benefits$293,437$55,670-$349,107
Current Officers, Directors, Trustees, and Key Employees$275,440$56,774-$332,214
All Other Expenses$792,686$-547,815-$244,871
Other Expenses$213,489$4,555-$218,044
Pension Plan Contributions$166,482$31,585-$198,067
Depreciation Depletion-$164,319-$164,319
Office Expenses$98,435$11,889-$110,324
Advertising$72,641$6,278-$78,919
Insurance$52,287$12,972-$65,259
Travel$950$2,267-$3,217
Total Functional Expenses$17,042,239$1,102,531$0$18,144,770

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$18,144,770
Total Expenses per Audited Statements$18,144,770
Total Expenses per Form 990$18,144,770
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
County of Santa ClaraSan Jose, CA-Title III-C$5,282,425
Catholic Charity Santa ClaraSan Jose, CA-Title III-B, E, VIIIA & VIIIB,Other$544,543
The Health TrustSan Jose, CA-Title III-C & D$310,548
Senior Adults Legal AssistSan Jose, CA-Title III-B & HICAP$294,467
Live Oak Adult Day ServiceSan Jose, CA-Title III-B & E$276,144
AvenidasPalo Alto, CA-Title III-E$164,839
Hearts and Minds Activity CenSan Jose, CA-Title III-E$130,712
Alzheimers AssociationSan Jose, CA-Title III-E$92,879
Bay Area Community HealthFremont, CA-Title III-B$66,080
San Jose State UniversitySan Jose, CA-Title III-D$52,805
CSA of Mt View & L AltosMountain View, CA-Title III-B$50,000
Family Caregiving AllianceSan Francisco, CA-Title III-E$42,502
City of SunnyvaleSunnyvale, CA-Title III-D$40,106
City of San JoseSan Jose, CA-Title III-B$11,866
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
2023-01-23
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
960

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, 2022. 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/TitleTxt2Director of PA
IRS990/Form990PartVIISectionAGrp/TitleTxt3Dir. of Network & Infrastructure
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director of South County Services
IRS990/Form990PartVIISectionAGrp/TitleTxt5Dir. of Comm Dev.
IRS990/Form990PartVIISectionAGrp/TitleTxt6Area Planner
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director of Public Authority
IRS990/Form990PartVIISectionAGrp/TitleTxt8Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt9President
IRS990/Form990PartVIISectionAGrp/TitleTxt101st Vice Pres.
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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,993,096
Liabilities
$6,266,845
Net assets
$1,726,251
Revenue
$17,866,035
Expenses
$18,144,770
Net income
-$278,735
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