Civic Intelligence

Sourcewise

990 • Fiscal year 2023 • EIN 94-2256503

Jul 01, 2022 to Jun 30, 2023 • Filed on Apr 17, 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

88th percentile

0.82x

Higher debt load relative to assets than 88% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.36x

Higher debt load relative to revenue than 59% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

37th percentile

-0.1%

Higher net margin than 37% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

60th percentile

$211,893

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

73rd percentile

16%

Faster asset growth than 73% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

72nd percentile

19%

Faster revenue growth than 72% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$9,291,795

Up $1,298,699 (+16%) from 2022

Net Assets

Down

$1,701,418

Down $24,833 (-1.4%) from 2022

Liabilities

Up

$7,590,377

Up $1,323,532 (+21%) from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin37th percentile

Revenue

Up

$21,267,649

Up $3,401,614 (+19%) from 2022

Expenses

Up

$21,292,482

Up $3,147,712 (+17%) from 2022

Net Income

Up

-$24,833

Up $253,902 (+91%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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

2023

Assets$9,291,795
Liabilities$7,590,377
Net Assets$1,701,418
Open 2023 Filing

Operations Trend

Revenue Growth72nd 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

2023

Revenue$21,267,649
Expenses$21,292,482
Net Income-$24,833
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Apr 17, 2023
Return Version
2022v5.0
Gross Receipts
$21,267,649
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$4,492,719$3,495,115▼ $997,604
Land, Buildings, and Equipment, Net$1,898,356$1,798,244▼ $100,112
Accounts Receivable$1,267,861$1,769,763▲ $501,902
Prepaid Expenses and Deferred Charges$190,521$226,305▲ $35,784
Investments in Publicly Traded Securities$143,639$162,569▲ $18,930
Total Assets$7,993,096$9,291,795▲ $1,298,699
Other Assets Total-$1,839,799-
Liabilities
Accounts Payable and Accrued Expenses$2,461,766$2,671,686▲ $209,920
Other Liabilities$394,580$2,355,325▲ $1,960,745
Deferred Revenue$2,497,746$1,486,910▼ $1,010,836
Grants Payable$912,753$1,076,456▲ $163,703
Total Liabilities$6,266,845$7,590,377▲ $1,323,532
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,726,251$1,701,418▼ $24,833
Total Net Assets Fund Balance$1,726,251$1,701,418▼ $24,833
Total Liabilities and Net Assets / Fund Balance$7,993,096$9,291,795▲ $1,298,699

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$291,929$279,250-
Other Land Buildings$79,136$386,253-
Land$348,342--
Equipment$75,148$2,052,132-
Leasehold Improvements$1,003,689$1,687,966-
Other Assets Org$1,839,799--
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Aneliza Del PinalChief Executive OffierFT$185,138$26,755$211,893
Aneliza Del Pinal--$185,138$26,755$211,893
Edith GongPublic Authority DirectorFT$149,088$31,608$180,696
Edith Gong--$149,088$31,608$180,696
Dung NguyenDirector of FinanceFT$173,637$1,821$175,458
Dung Nguyen--$173,637$1,821$175,458
Joseph FlynnChief Operating OfficerFT$154,837$6,395$161,232
Joseph Flynn--$154,837$6,395$161,232
Teck Chen ChiaAccounting & Payroll ManagerFT$134,389$21,757$156,146
Teck Chen Chia--$134,389$21,757$156,146

Board Members and Trustees

NameTitle
Jeff TepperPresident
Sonya CasaresVice President
Heather Severson-TanezBoard Member
Michal Ann MendozaBoard Member
Robert MacLaughlinBoard Member
Matthew WoodruffTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$20,886,154
Program Service Revenue
$0
Investment Income
$21,525
Other Revenue
$359,970
All Other Contributions
$1,005,405
Change in Net Assets
$-24,833

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Audited Revenue Reconciliation

Revenue per Audited Statements
$21,267,649
Total Revenue per Audited Statements
$21,267,649
Total Revenue per Form 990
$21,267,649
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$10,058,912
Salaries, Compensation, and Employee Benefits$7,430,923
Other Expenses$3,802,647
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$10,058,912--$10,058,912
Other Salaries and Wages$4,732,695$784,944$0$5,517,639
All Other Expenses$1,439,882$-526,695$0$913,187
Current Officers, Directors, Trustees, and Key Employees$683,695$113,394$0$797,089
Occupancy$565,796$89,378$0$655,174
Fees for Services Other$278,437$207,822$0$486,259
Payroll Taxes$384,616$68,946$0$453,562
Other Employee Benefits$350,503$66,641$0$417,144
Advertising$375,951$19,059$0$395,010
Pension Plan Contributions$207,930$37,559$0$245,489
Depreciation Depletion$0$165,182$0$165,182
Travel$102,439$11,682$0$114,121
Insurance$60,092$7,786$0$67,878
Other Expenses$0$32,015$0$32,015
Total Functional Expenses$20,080,149$1,212,333$0$21,292,482

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$21,292,482
Total Expenses per Audited Statements$21,292,482
Total Expenses per Form 990$21,292,482
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
County of Santa ClaraSan Jose, CA-Title III-C$7,033,254
Catholic Charities of Santa Clara CountySan Jose, CA-Title III & VII$784,131
The Health TrustSan Jose, CA-Title III-C$458,105
Live Oak Adult Day ServicesSan Jose, CA-Title III-B & III-E$382,684
Senior Adults Legal AssistanceSan Jose, CA-Title III-B, VII & HICAP$320,738
Hearts and Minds Activity CenterSan Jose, CA-Title III-E$204,778
AvenidasPalo Alto, CA-Title III-B & III-E$156,049
Trio Community MealsFlowood, MS-Title III-C$139,850
Family Caregiving AllianceSan Francisco, CA-Title III-E$101,586
Alzheimer's Disease and Related Disorders Association IncSan Jose, CA-Title III-E$95,400
San Jose State University Research Foundation - Timpany CenterSan Jose, CA-Title III-D$79,991
City of SunnyvaleSunnyvale, CA-Title III-D$63,657
Community Services Agency of Mountain View and Los AltosMountain View, CA-Title III-B$60,000
Asian American Community for InvolvementSan Jose, CA-Title III-B$52,117
IL Pastaio IncSan Jose, CA-Hcbs$48,673
Martha's KitchenSan Jose, CA-Hcbs$29,235
Peninsula Volunteers IncMenlo Park, CA-Title III-B$23,689
Loaves & Fishes Family KitchenSan Jose, CA-Hcbs$18,131
Bay Area Community HealthFremont, CA-Title III-B$6,841
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$1,869,165
Due To/(From)$486,160
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
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
Phone
4082968290
Signed
2023-04-17
Discuss with paid preparer
Yes

Organization Details

Formed
1974
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
125
Volunteers
1,760

Preparer

Firm
Hiep Pham CPA Inc
Address
41041 Trimboli Way 1926, Fremont, CA 94538
Preparer
Hiep Pham
Phone
5107897736
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

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

Pt VI, Line 12C

“Annually, the Governing Body reviews the conflict of interest policy for compliance.”

Pt VI, Line 15A

“The CEO Evaluation Committee, comprised of various members of the board, reviews and approves the compensation of the CEO of the Organization.”

Pt VI, Line 15B

“The CEO Evaluation Committee, comprised of various members of the board, reviews and approves the compensation for other officers.”

Pt VI, Line 19

“Additional information available upon request.”

Financial Statement Notes

Pt X, Line 2

“The Organization is exempt from Federal income taxes under Section 501(c)(3) of the Internal Revenue Code. The Organization is also exempt from California franchise taxes under Section 23701(d) of the Revenue and Taxation Code and, therefore, has made no provision for Federal or California income taxes. Contributors, donors, and grantors may obtain tax benefits. In addition, the Organization has been determined by the Internal Revenue Service not to be a private foundation within the meaning of Section 509(a) of the Code. 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-thannot be sustained upon examination by taxing authorities. The Organization has analyzed tax positions taken for 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 affect on the Organizations 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 income tax positions at June 30, 2023. 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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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/PersonNm5Michal Ann Mendoza
IRS990/Form990PartVIISectionAGrp/PersonNm6Aneliza Del Pinal
IRS990/Form990PartVIISectionAGrp/PersonNm7Dung Nguyen
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IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt4Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Chief Executive Offier
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director of Finance
IRS990/Form990PartVIISectionAGrp/TitleTxt8Chief Operating Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt9Public Authority Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Accounting & Payroll Manager
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IRS990/MissionDesc0The Mission of Sourcewise is to foster a comprehensive coordinated home and community based service delivery system to meet the needs of older persons and their caregivers in Santa Clara.
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/OccupancyGrp/ManagementAndGeneralAmt089378
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt0417144
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IRS990/OtherExpensesGrp/Desc1Supplies
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt117941
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt271645
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt332015
IRS990/OtherExpensesGrp/ProgramServicesAmt0393984
IRS990/OtherExpensesGrp/ProgramServicesAmt1132298
IRS990/OtherExpensesGrp/ProgramServicesAmt2312919
IRS990/OtherExpensesGrp/ProgramServicesAmt30
IRS990/OtherExpensesGrp/TotalAmt0439018
IRS990/OtherExpensesGrp/TotalAmt1150239
IRS990/OtherExpensesGrp/TotalAmt2384564
IRS990/OtherExpensesGrp/TotalAmt332015
IRS990/OtherLiabilitiesGrp/BOYAmt0394580
IRS990/OtherLiabilitiesGrp/EOYAmt02355325
IRS990/OtherRevenueTotalAmt0359970
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
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IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt04732695
IRS990/OtherSalariesAndWagesGrp/TotalAmt05517639
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt068946
IRS990/PayrollTaxesGrp/ProgramServicesAmt0384616
IRS990/PayrollTaxesGrp/TotalAmt0453562
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt037559
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0207930
IRS990/PensionPlanContributionsGrp/TotalAmt0245489
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0190521
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0226305
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0Aneliza Del Pinal
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt017855308
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt08514105
IRS990/PYInvestmentIncomeAmt010727
IRS990/PYOtherExpensesAmt03374992
IRS990/PYRevenuesLessExpensesAmt0-278735
IRS990/PYSalariesCompEmpBnftPaidAmt06255673
IRS990/PYTotalExpensesAmt018144770
IRS990/PYTotalRevenueAmt017866035
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-24833
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0true
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part II, Line 10 Description: Other Income 2022: 359970.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt II Ln 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt020886154
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt017855308
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt014762299
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt013676328
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt012364651
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt079544740
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt021525
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt010727
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt050126
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0287389
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0199975
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0569742
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0359970
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0359970
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98840
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.99050
IRS990ScheduleA/PublicSupportTotal170Amt079544740
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt020886154
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt017855308
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt014762299
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt013676328
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt012364651
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt079544740
IRS990ScheduleA/TotalSupportAmt080474452
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0291929
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0279250
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0571179
IRS990ScheduleD/EquipmentGrp/BookValueAmt075148
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02052132
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt02127280
IRS990ScheduleD/ExpensesSubtotalAmt021292482
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0348342
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0348342
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt01003689
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt01687966
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt02691655
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01839799
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Operating Lease Right-of-Use Asset
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt079136
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0386253
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt0465389
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01869165
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1486160
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Operating Lease Liability
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Due To/(From)
IRS990ScheduleD/RevenueSubtotalAmt021267649
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Organization is exempt from Federal income taxes under Section 501(c)(3) of the Internal Revenue Code. The Organization is also exempt from California franchise taxes under Section 23701(d) of the Revenue and Taxation Code and, therefore, has made no provision for Federal or California income taxes. Contributors, donors, and grantors may obtain tax benefits. In addition, the Organization has been determined by the Internal Revenue Service not to be a private foundation within the meaning of Section 509(a) of the Code. 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-thannot be sustained upon examination by taxing authorities. The Organization has analyzed tax positions taken for 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 affect on the Organizations 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 income tax positions at June 30, 2023. The Organization is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt X, Line 2
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IRS990ScheduleD/TotalLiabilityAmt02355325
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IRS990ScheduleI/RecipientTable/CashGrantAmt2156049
IRS990ScheduleI/RecipientTable/CashGrantAmt36841
IRS990ScheduleI/RecipientTable/CashGrantAmt4784131
IRS990ScheduleI/RecipientTable/CashGrantAmt563657
IRS990ScheduleI/RecipientTable/CashGrantAmt660000

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,291,795
Liabilities
$7,590,377
Net assets
$1,701,418
Revenue
$21,267,649
Expenses
$21,292,482
Net income
-$24,833
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