Civic Intelligence

Health Projects Center

EIN 94-2713281 • 501(c)3 • Santa Cruz, CA

Profile

Health Projects Center supports people as they age to live safely at home by delivering high quality services and programs in the Monterey Bay Region.

9000 Soquel Ave 103Santa Cruz, CA 95062

www.hpcn.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

87th percentile

0.72x

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

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

73rd percentile

0.44x

Higher debt load relative to revenue than 73% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

57th percentile

7.8%

Higher net margin than 57% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

51st percentile

5.3%

Faster asset growth than 51% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

80th percentile

34%

Faster revenue growth than 80% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Up

$3,732,289

Up $186,323 (+5.3%) from 2023

Liabilities

Down

$2,705,824

Down $306,169 (-10%) from 2023

Net Assets

Up

$1,026,465

Up $492,492 (+92%) from 2023

Revenue

Up

$6,106,059

Up $1,544,229 (+34%) from 2023

Expenses

Up

$5,630,210

Up $1,137,662 (+25%) from 2023

Net Income

Up

$475,849

Up $406,567 (+587%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $481,909Liabilities 2010: $76,176Net Assets 2010: $405,7332010Assets 2011: $494,657Liabilities 2011: $110,796Net Assets 2011: $383,8612011Assets 2012: $514,626Liabilities 2012: $109,106Net Assets 2012: $405,5202012Assets 2013: $681,554Liabilities 2013: $309,413Net Assets 2013: $372,1412013Assets 2014: $506,969Liabilities 2014: $160,263Net Assets 2014: $346,7062014Assets 2015: $674,827Liabilities 2015: $326,880Net Assets 2015: $347,9472015Assets 2016: $722,913Liabilities 2016: $337,372Net Assets 2016: $385,5412016Assets 2017: $667,389Liabilities 2017: $307,832Net Assets 2017: $359,5572017Assets 2018: $535,523Liabilities 2018: $215,926Net Assets 2018: $319,5972018Assets 2019: $778,013Liabilities 2019: $375,459Net Assets 2019: $402,5542019Assets 2020: $1,375,538Liabilities 2020: $879,030Net Assets 2020: $496,5082020Assets 2021: $1,543,683Liabilities 2021: $1,027,431Net Assets 2021: $516,2522021Assets 2022: $2,672,531Liabilities 2022: $2,222,790Net Assets 2022: $449,7412022Assets 2023: $3,545,966Liabilities 2023: $3,011,993Net Assets 2023: $533,9732023Assets 2024: $3,732,289Liabilities 2024: $2,705,824Net Assets 2024: $1,026,4652024

Highlighted filing

2024

Assets$3,732,289
Liabilities$2,705,824
Net Assets$1,026,465

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $1,212,4572010Revenue 2011: $1,209,635Expenses 2011: $1,237,766Net Income 2011: -$28,1312011Expenses 2012: $1,329,1362012Expenses 2013: $1,730,4832013Revenue 2014: $1,812,928Expenses 2014: $1,836,529Net Income 2014: -$23,6012014Revenue 2015: $1,798,563Expenses 2015: $1,803,186Net Income 2015: -$4,6232015Revenue 2016: $2,053,590Expenses 2016: $2,018,837Net Income 2016: $34,7532016Revenue 2017: $2,005,274Expenses 2017: $2,080,559Net Income 2017: -$75,2852017Revenue 2018: $2,061,200Expenses 2018: $2,104,180Net Income 2018: -$42,9802018Revenue 2019: $2,045,529Expenses 2019: $1,964,990Net Income 2019: $80,5392019Revenue 2020: $3,235,989Expenses 2020: $3,143,366Net Income 2020: $92,6232020Revenue 2021: $3,387,825Expenses 2021: $3,378,124Net Income 2021: $9,7012021Revenue 2022: $3,591,910Expenses 2022: $3,633,303Net Income 2022: -$41,3932022Revenue 2023: $4,561,830Expenses 2023: $4,492,548Net Income 2023: $69,2822023Revenue 2024: $6,106,059Expenses 2024: $5,630,210Net Income 2024: $475,8492024

Highlighted filing

2024

Revenue$6,106,059
Expenses$5,630,210
Net Income$475,849

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.73$2.71$1.03$6.11$5.63$0.48
2023Detailed filing. Detailed filing data is available for this year.$3.55$3.01$0.53$4.56$4.49$0.07
2022Detailed filing. Detailed filing data is available for this year.$2.67$2.22$0.45$3.59$3.63$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.54$1.03$0.52$3.39$3.38$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.38$0.88$0.50$3.24$3.14$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.78$0.38$0.40$2.05$1.96$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.54$0.22$0.32$2.06$2.10$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.67$0.31$0.36$2.01$2.08$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.72$0.34$0.39$2.05$2.02$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.67$0.33$0.35$1.80$1.80$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.51$0.16$0.35$1.81$1.84$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.68$0.31$0.37$1.73
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.51$0.11$0.41$1.33
2011Summary only. Only limited summary data is available for this year.$0.49$0.11$0.38$1.21$1.24$0.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.48$0.08$0.41$1.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$6,106,514
Mission and Program Overview

Mission

Health Projects Center supports people as they age to live safely at home by delivering high quality services and programs in the Monterey Bay Region.

Health Projects Center supports people as they age to live safely at home by delivering high quality services and programs in the Monterey Bay Region. We seek a community where people age with dignity and good health at home and receive supportive health and social services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$2,200,499$2,006,705▼ $193,794
Pledges and Grants Receivable$737,758$802,523▲ $64,765
Savings and Temporary Cash Investments$152,336$152,377▲ $41
Prepaid Expenses and Deferred Charges$60,611$105,230▲ $44,619
Land, Buildings, and Equipment, Net$54,214$77,708▲ $23,494
Investments in Publicly Traded Securities$43,715$47,694▲ $3,979
Accounts Receivable$29,233$19,193▼ $10,040
Other Notes and Loans Receivable, Net-$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$3,545,966$3,732,289▲ $186,323
Other Assets Total$267,600$520,859▲ $253,259
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,889,000$1,871,672▼ $17,328
Accounts Payable and Accrued Expenses$328,062$392,157▲ $64,095
Deferred Revenue$527,351$265,089▼ $262,262
Other Liabilities$267,580$176,906▼ $90,674
Total Liabilities$3,011,993$2,705,824▼ $306,169
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$360,824$610,156▲ $249,332
Net Assets With Donor Restrictions$173,149$416,309▲ $243,160
Total Net Assets Fund Balance$533,973$1,026,465▲ $492,492
Total Liabilities and Net Assets / Fund Balance$3,545,966$3,732,289▲ $186,323

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$77,708$86,665$164,373
Other Assets Org$353,376--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$43,715-▲ $4,601-$47,694
2022$40,523-▲ $3,758-$43,715
2021$48,763-▼ $6,273-$40,523
2020$38,720-▲ $10,606-$48,763
2019$37,389-▲ $1,867-$38,720
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
John BeleutzExecutive DirectorFT$178,970$15,579$194,549
Mitchell C MatthewsAssociate DirectorFT$134,067$23,414$157,481
Amanda E La PlanteFinance DirectorFT$103,291$19,262$122,553
Sondra BitontiCare Mgmt DirectorFT$105,133$17,294$122,427
Claudia MendezCare Mgmt DirectorFT$107,603$14,488$122,091

Board Members and Trustees

NameTitle
Ari EntinPresident
Dr Gary GrayVice President
Cathy CressDirector
Julie EdgcombDirector
Kelley SkeffDirector
Steve HarrisonDirector
Gwen YeoSecretary
Nan Kyung KimTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$6,062,008
Program Service Revenue
$21,294
Investment Income
$20,338
Other Revenue
$2,419
All Other Contributions
$573,961
Change in Net Assets
$475,849

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,102,472
Revenue Not Reported on Financial Statements
$3,587
Revenue Not Reported on Form 990
$16,643
Total Revenue per Audited Statements
$6,119,115
Total Revenue per Form 990
$6,106,059
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,931,000
Other Expenses$1,699,210
Total Fundraising Expense$57,991
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,183,506$579,414$26,724$2,789,644
Fees for Services Other$728,579$500-$729,079
Other Employee Benefits$332,701$108,941$5,159$446,801
Current Officers, Directors, Trustees, and Key Employees$19,513$293,936$9,756$323,205
Payroll Taxes$170,197$64,892$2,759$237,848
Pension Plan Contributions$106,992$25,311$1,199$133,502
Occupancy$87,124$42,641$1,413$131,178
Fees for Services Accounting-$107,986-$107,986
All Other Expenses$65,762$21,932$368$88,062
Conferences and Meetings$32,669$40,322$4,438$77,429
Information Technology$54,314$20,709$880$75,903
Advertising$63,593-$4,186$67,779
Travel$48,642$865$104$49,611
Interest-$48,110-$48,110
Insurance$34,848$171-$35,019
Other Expenses$34,326$502$17$34,845
Depreciation Depletion-$23,101-$23,101
Office Expenses$14,102$5,377$228$19,707
Fees for Service Investment Mgmnt Fees-$3,587-$3,587
Fees for Services Legal$3,550--$3,550
Total Functional Expenses$4,140,484$1,431,735$57,991$5,630,210

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,630,210
Expenses per Audited Statements$5,626,623
Total Expenses per Audited Statements$5,626,623
Expenses Not Reported on Financial Statements$3,587
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
Lease Liability$176,906
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, Section B, Line 11B

The 990 goes to the Finance Committee for review then is agreed upon by the full Board.

Form 990, Part VI, Section B, Line 12C

The Associate Director updates all policies of the organization and any situation that violates any policies, is promptly investigated and documented and has an approved resolution that is signed by all parties.

Form 990, Part VI, Section B, Line 15A

Executive Director Compensation is approved by the Board of Directors and is in a written employment contract.

Form 990, Part VI, Section B, Line 15B

The Executive Team/other officers of the corporation are all managed by the Executive Director who approves their compensation through written employment contracts.

Form 990, Part VI, Section C, Line 19

Governing documents, Form 990 and financial statements are made available to the public upon written request. Those interested can also contact the organization at 831-459-6639.

Filing and Contact Details

Filer

Filer Name
Health Projects Center
EIN
94-2713281
Phone
8314596639
Address
9000 Soquel Ave 103, Santa Cruz, CA 95062

Signing Officer

Name
John Beleutz
Title
Executive Director
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Beleutz
Formed
1980
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
63
Volunteers
17

Preparer

Firm
McGilloway Ray Brown & Kaufman
Address
2511 Garden Road Suite A-180, Monterey, CA 93940
Preparer
Patricia M Kaufman CPA
Phone
8313733337
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D

OTHER PROGRAM SERVICES 4: California Advancing and Innovating Medi-Cal - more commonly known as CalAIM (Enhanced Care Management) - is a far-reaching, multi year plan to transform California's Medi-Cal program and enable it to work more seamlessly with other social services. Led by California Department of Health Care Services (DHCS), the goal of CalAIM is to improve outcomes for the millions of Californians Covered by Medi-Cal, including those with the most complex needs.

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

Earnings attributable to the Fund principal shall be available to support the mission of Health Projects Center.

Part X : FIN48 Footnote

The Organization believes that it has appropriate support for any tax positions taken and, therefore, does not have any uncertain tax positions that are material to the financial statements for the year ended June 30, 2024.

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IRS990/Form990PartVIISectionAGrp/PersonNm0John Beleutz
IRS990/Form990PartVIISectionAGrp/PersonNm1Mitchell C Matthews
IRS990/Form990PartVIISectionAGrp/PersonNm2Amanda E La Plante
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IRS990/Form990PartVIISectionAGrp/PersonNm4Claudia Mendez
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IRS990/Form990PartVIISectionAGrp/PersonNm8Steve Harrison
IRS990/Form990PartVIISectionAGrp/PersonNm9Cathy Cress
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IRS990/Form990PartVIISectionAGrp/PersonNm11Julie Edgcomb
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IRS990/ProgSrvcAccomActy2Grp/Desc0Del Mar Caregiver Resource Center (DMCRC) - DMCRC provides free supportive services and programs for family caregivers (any loved one) caring people with cognitive impairments. DMCRC serves Monterey, San Benito and Santa Cruz Counties. Caregiver services include: one-one-one family consultantations for family caregivers, respite care, training, workshops, and support groups.
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IRS990/ProgSrvcAccomActy3Grp/Desc0California Advancing and Innovating Medi-Cal - more commonly known as CalAIM (Enhanced Care Management) - is a far-reaching, multi year plan to transform California's Medi-Cal program and enable it to work more seamlessly with other social services. Led by California Department of Health Care Services (DHCS), the goal of CalAIM is to improve outcomes for the millions of Californians Covered by Medi-Cal, including those with the most complex needs.
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