Civic Intelligence

Sourcewise

990 • Fiscal year 2024 • EIN 94-2256503

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 03, 2024

Organization Profilewww.mysourcewise.com

View Organization Page

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

(408) 350-3200

Siviq Scores

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

Liabilities / Assets

88th percentile

0.83x

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

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

54th percentile

0.33x

Higher debt load relative to revenue than 54% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

35th percentile

-0.1%

Higher net margin than 35% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$279,909

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

Asset Growth

57th percentile

7.6%

Faster asset growth than 57% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

69th percentile

19%

Faster revenue growth than 69% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$9,993,670

Up $701,875 (+7.6%) from 2023

Net Assets

Down

$1,685,328

Down $16,090 (-0.9%) from 2023

Liabilities

Up

$8,308,342

Up $717,965 (+9.5%) from 2023

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin35th percentile

Revenue

Up

$25,300,648

Up $4,032,999 (+19%) from 2023

Expenses

Up

$25,316,738

Up $4,024,256 (+19%) from 2023

Net Income

Up

-$16,090

Up $8,743 (+35%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth57th 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

2024

Assets$9,993,670
Liabilities$8,308,342
Net Assets$1,685,328
Open 2024 Filing

Operations Trend

Revenue Growth69th 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

2024

Revenue$25,300,648
Expenses$25,316,738
Net Income-$16,090
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 3, 2024
Return Version
2023v6.0
Gross Receipts
$25,300,648
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
Accounts Receivable$1,769,763$4,080,887▲ $2,311,124
Cash and Non-Interest-Bearing Accounts$3,495,115$2,211,339▼ $1,283,776
Land, Buildings, and Equipment, Net$1,798,244$1,754,610▼ $43,634
Prepaid Expenses and Deferred Charges$226,305$191,600▼ $34,705
Investments in Publicly Traded Securities$162,569$168,534▲ $5,965
Total Assets$9,291,795$9,993,670▲ $701,875
Other Assets Total$1,839,799$1,586,700▼ $253,099
Liabilities
Accounts Payable and Accrued Expenses$2,671,686$2,555,278▼ $116,408
Other Liabilities$2,355,325$2,123,273▼ $232,052
Deferred Revenue$1,486,910$1,882,866▲ $395,956
Grants Payable$1,076,456$1,746,925▲ $670,469
Total Liabilities$7,590,377$8,308,342▲ $717,965
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,701,418$1,685,328▼ $16,090
Total Net Assets Fund Balance$1,701,418$1,685,328▼ $16,090
Total Liabilities and Net Assets / Fund Balance$9,291,795$9,993,670▲ $701,875

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$272,890$298,289-
Other Land Buildings$123,259$438,380-
Land$348,342--
Equipment$99,311$2,086,455-
Leasehold Improvements$910,808$1,780,847-
Other Assets Org$1,586,700--
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Aneliza Del PinalChief Executive OffierFT$279,909$279,909
Aneliza Del Pinal--$279,909$279,909
Dung NguyenDirector of FinanceFT$168,806$168,806
Dung Nguyen--$168,806$168,806
Edith GongPublic Authority DirectorFT$156,195$156,195
Edith Gong--$156,195$156,195
Teck Chen ChiaAccounting & Payroll ManagerFT$132,201$132,201
Nolan FelicianoDirector of NetworksFT$117,023$117,023

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
$25,017,583
Program Service Revenue
$0
Investment Income
$7,505
Other Revenue
$275,560
All Other Contributions
$2,183,722
Change in Net Assets
$-16,090

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
$25,300,648
Total Revenue per Audited Statements
$25,300,648
Total Revenue per Form 990
$25,300,648
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$11,485,779
Salaries, Compensation, and Employee Benefits$8,268,040
Other Expenses$5,562,919
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$11,485,779--$11,485,779
Other Salaries and Wages$5,231,395$798,967$0$6,030,362
All Other Expenses$2,889,206$-489,496$0$2,399,710
Current Officers, Directors, Trustees, and Key Employees$740,969$113,165$0$854,134
Occupancy$644,871$105,266$0$750,137
Other Employee Benefits$529,930$70,695$0$600,625
Payroll Taxes$423,914$77,991$0$501,905
Fees for Services Other$305,802$175,924$0$481,726
Advertising$308,142$4,714$0$312,856
Pension Plan Contributions$247,938$33,076$0$281,014
Depreciation Depletion$0$198,370$0$198,370
Travel$161,827$17,793$0$179,620
Insurance$73,002$9,485$0$82,487
Total Functional Expenses$24,044,761$1,271,977$0$25,316,738

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$25,316,738
Total Expenses per Audited Statements$25,316,738
Total Expenses per Form 990$25,316,738
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
County of Santa ClaraSan Jose, CA-Title III-C$7,878,016
Catholic Charities of Santa Clara CountySan Jose, CA-Title III-B & VII$805,404
The Health TrustSan Jose, CA-Title III-C$655,240
Senior Adults Legal AssistanceSan Jose, CA-Title III-B, VII & HICAP$486,348
Live Oak Adult Day ServicesSan Jose, CA-Title III-B & III-E$471,045
Hearts and Minds Activity CenterSan Jose, CA-Title III-E$221,348
AvenidasPalo Alto, CA-Title III-B & III-E$178,566
San Jose State University Research Foundation - Timpany CenterSan Jose, CA-Title III-D$120,664
Community Services Agency of Mountain View and Los AltosMountain View, CA-Title III-B, PHWP & MOCA$101,952
City of SunnyvaleSunnyvale, CA-Title III-D$97,519
Martha's KitchenSan Jose, CA-Hcbs$83,271
Yu-Ai KaiSan Jose, CA-Hcbs$76,950
IL Pastaio IncSan Jose, CA-Hcbs$72,618
Alzheimer's Disease and Related Disorders Association IncSan Jose, CA-Title III-E$71,396
Loaves & Fishes Family KitchenSan Jose, CA-Hcbs$56,418
Peninsula Volunteers IncMenlo Park, CA-Title III-B & MOCA$53,172
Family Caregiving AllianceSan Francisco, CA-Title III-E & MOCA$47,972
Asian American Community for InvolvementSan Jose, CA-Title III-B$7,883
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$1,637,111
Due To/(From)$486,162
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
4083503200
Address
3100 De La Cruz Blvd Suite 310, Santa Clara, CA 95054

Signing Officer

Name
Aneliza Del Pinal
Title
CEO
Phone
4083503200
Signed
2024-11-03
Discuss with paid preparer
Yes

Organization Details

Formed
1974
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
135
Volunteers
2,128

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. 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/PersonNm1Sonya Casares
IRS990/Form990PartVIISectionAGrp/PersonNm2Matthew Woodruff
IRS990/Form990PartVIISectionAGrp/PersonNm3Robert MacLaughlin
IRS990/Form990PartVIISectionAGrp/PersonNm4Heather Severson-Tanez
IRS990/Form990PartVIISectionAGrp/PersonNm5Michal Ann Mendoza
IRS990/Form990PartVIISectionAGrp/PersonNm6Aneliza Del Pinal
IRS990/Form990PartVIISectionAGrp/PersonNm7Dung Nguyen
IRS990/Form990PartVIISectionAGrp/PersonNm8Edith Gong
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IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
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/TitleTxt8Public Authority Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Accounting & Payroll Manager
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director of Networks
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01974
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GovernmentGrantsAmt022833861
IRS990/GrantAmt011485779
IRS990/GrantsPayableGrp/BOYAmt01076456
IRS990/GrantsPayableGrp/EOYAmt01746925
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt011485779
IRS990/GrantsToDomesticOrgsGrp/TotalAmt011485779
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt025300648
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt07
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt09485
IRS990/InsuranceGrp/ProgramServicesAmt073002
IRS990/InsuranceGrp/TotalAmt082487
IRS990/InvestmentIncomeGrp/ExclusionAmt07505
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt07505
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0162569
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0168534
IRS990/IRPDocumentCnt043
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04603971
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01798244
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01754610
IRS990/LandBldgEquipCostOrOtherBssAmt06358581
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MiscellaneousRevenueGrp/ExclusionAmt00
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt0275560
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt0275560
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt00
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/NetAssetsOrFundBalancesBOYAmt01701418
IRS990/NetAssetsOrFundBalancesEOYAmt01685328
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01701418
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01685328
IRS990/NoncashContributionsAmt0143518
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0105266
IRS990/OccupancyGrp/ProgramServicesAmt0644871
IRS990/OccupancyGrp/TotalAmt0750137
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01839799
IRS990/OtherAssetsTotalGrp/EOYAmt01586700
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt070695
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0529930
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0600625
IRS990/OtherExpensesGrp/Desc0Postage and Printing
IRS990/OtherExpensesGrp/Desc1Supplies
IRS990/OtherExpensesGrp/Desc2Dues and Subscriptions
IRS990/OtherExpensesGrp/Desc3Contracted Services
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt037813
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt143104
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt275110
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt0469864
IRS990/OtherExpensesGrp/ProgramServicesAmt1282918
IRS990/OtherExpensesGrp/ProgramServicesAmt2249204
IRS990/OtherExpensesGrp/ProgramServicesAmt30
IRS990/OtherExpensesGrp/TotalAmt0507677
IRS990/OtherExpensesGrp/TotalAmt1326022
IRS990/OtherExpensesGrp/TotalAmt2324314
IRS990/OtherExpensesGrp/TotalAmt30
IRS990/OtherLiabilitiesGrp/BOYAmt02355325
IRS990/OtherLiabilitiesGrp/EOYAmt02123273
IRS990/OtherRevenueTotalAmt0275560
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0798967
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt05231395
IRS990/OtherSalariesAndWagesGrp/TotalAmt06030362
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt077991
IRS990/PayrollTaxesGrp/ProgramServicesAmt0423914
IRS990/PayrollTaxesGrp/TotalAmt0501905
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt033076
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0247938
IRS990/PensionPlanContributionsGrp/TotalAmt0281014
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0226305
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0191600
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0Aneliza Del Pinal
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt020886154
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt010058912
IRS990/PYInvestmentIncomeAmt021525
IRS990/PYOtherExpensesAmt03802647
IRS990/PYOtherRevenueAmt0359970
IRS990/PYRevenuesLessExpensesAmt0-24833
IRS990/PYSalariesCompEmpBnftPaidAmt07430923
IRS990/PYTotalExpensesAmt021292482
IRS990/PYTotalRevenueAmt021267649
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-16090
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. 2023: 275560.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt II Ln 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt025017583
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt020886154
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt017855308
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt014762299
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt013676328
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt092197672
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt07505
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt021525
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt010727
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt050126
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0287389
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0377272
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0275560
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0359970
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0635530
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98910
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.98840
IRS990ScheduleA/PublicSupportTotal170Amt092197672
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt025017583
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt020886154
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt017855308
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt014762299
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt013676328
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt092197672
IRS990ScheduleA/TotalSupportAmt093210474
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/BookValueAmt0272890
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0298289
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0571179
IRS990ScheduleD/EquipmentGrp/BookValueAmt099311
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02086455
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt02185766
IRS990ScheduleD/ExpensesSubtotalAmt025316738
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0348342
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0348342
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0910808
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt01780847
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt02691655
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01586700
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Operating Lease Right-of-Use Asset
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0123259
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0438380
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt0561639
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01637111
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1486162
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Operating Lease Liability
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Due To/(From)
IRS990ScheduleD/RevenueSubtotalAmt025300648
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. 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
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01754610
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01586700
IRS990ScheduleD/TotalExpensesPerForm990Amt025316738
IRS990ScheduleD/TotalLiabilityAmt02123273
IRS990ScheduleD/TotalRevenuePerForm990Amt025300648
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt025300648
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt025316738
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt071396
IRS990ScheduleI/RecipientTable/CashGrantAmt17883
IRS990ScheduleI/RecipientTable/CashGrantAmt2178566
IRS990ScheduleI/RecipientTable/CashGrantAmt3805404
IRS990ScheduleI/RecipientTable/CashGrantAmt497519
IRS990ScheduleI/RecipientTable/CashGrantAmt5101952
IRS990ScheduleI/RecipientTable/CashGrantAmt67878016
IRS990ScheduleI/RecipientTable/CashGrantAmt747972

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,993,670
Liabilities
$8,308,342
Net assets
$1,685,328
Revenue
$25,300,648
Expenses
$25,316,738
Net income
-$16,090
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