Civic Intelligence

YWCA Third Street Inc.

990 • Fiscal year 2023 • EIN 94-3130271

Jul 01, 2022 to Jun 30, 2023 • Filed on May 16, 2024

375 South Third StreetSan Jose, CA 95112

(408) 295-4011

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$4,794,101

Flat from 2023

Net Assets

Flat

$4,287,865

Flat from 2023

Liabilities

Flat

$506,236

Flat from 2023

Revenue And Expenses

Revenue

Flat

$562,640

Flat from 2023

Expenses

Flat

$137,319

Flat from 2023

Net Income

Flat

$425,321

Flat from 2023

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2013: $1,144,000Liabilities 2013: $806,527Net Assets 2013: $337,4732013Assets 2014: $1,144,000Liabilities 2014: $784,750Net Assets 2014: $359,2502014Assets 2015: $1,144,000Liabilities 2015: $709,451Net Assets 2015: $434,5492015Assets 2016: $1,144,000Liabilities 2016: $709,451Net Assets 2016: $434,5492016Assets 2017: $1,144,000Liabilities 2017: $580,713Net Assets 2017: $563,2872017Assets 2018: $1,144,000Liabilities 2018: $525,926Net Assets 2018: $618,0742018Assets 2019: $1,144,000Liabilities 2019: $496,465Net Assets 2019: $647,5352019Assets 2020: $4,894,141Liabilities 2020: $496,465Net Assets 2020: $4,397,6762020Assets 2021: $4,450,641Liabilities 2021: $662,782Net Assets 2021: $3,787,8592021Assets 2022: $4,383,764Liabilities 2022: $521,220Net Assets 2022: $3,862,5442022Assets 2023: $4,794,101Liabilities 2023: $506,236Net Assets 2023: $4,287,8652023Assets 2023: $4,794,101Liabilities 2023: $506,236Net Assets 2023: $4,287,8652023Assets 2024: $5,566,097Liabilities 2024: $545,346Net Assets 2024: $5,020,7512024

Highlighted filing

2023

Assets$4,794,101
Liabilities$506,236
Net Assets$4,287,865

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2013: $30,663Expenses 2013: $0Net Income 2013: $30,6632013Revenue 2014: $21,777Expenses 2014: $0Net Income 2014: $21,7772014Revenue 2015: $75,299Expenses 2015: $0Net Income 2015: $75,2992015Revenue 2016: $0Expenses 2016: $0Net Income 2016: $02016Revenue 2017: $128,738Expenses 2017: $0Net Income 2017: $128,7382017Revenue 2018: $54,787Expenses 2018: $0Net Income 2018: $54,7872018Revenue 2019: $4,461Expenses 2019: $0Net Income 2019: $4,4612019Revenue 2020: $0Expenses 2020: $6,410Net Income 2020: -$6,4102020Revenue 2021: $672,598Expenses 2021: $149,711Net Income 2021: $522,8872021Revenue 2022: $212,640Expenses 2022: $137,955Net Income 2022: $74,6852022Revenue 2023: $562,640Expenses 2023: $137,319Net Income 2023: $425,3212023Revenue 2023: $562,640Expenses 2023: $137,319Net Income 2023: $425,3212023Revenue 2024: $855,798Expenses 2024: $122,912Net Income 2024: $732,8862024

Highlighted filing

2023

Revenue$562,640
Expenses$137,319
Net Income$425,321
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 16, 2024
Return Version
2022v5.0
Gross Receipts
$562,640
Mission and Program Overview

Mission

Lease of land/air rights for low-income housing.

Lease of land/air rights for low-income housing, and programmatic facilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,101,284$4,710,927▲ $609,643
Cash and Non-Interest-Bearing Accounts$282,480$83,174▼ $199,306
Total Assets$4,383,764$4,794,101▲ $410,337
Liabilities
Mortgage Notes Payable Secured by Investment Property$496,465$496,465→ $0
Deferred Revenue$17,720$0▼ $17,720
Other Liabilities$5,797$5,797→ $0
Accounts Payable and Accrued Expenses$1,238$3,974▲ $2,736
Total Liabilities$521,220$506,236▼ $14,984
Net Assets / Fund Balance
Net Assets With Donor Restrictions$3,762,500$3,762,500→ $0
Net Assets Without Donor Restrictions$100,044$525,365▲ $425,321
Total Net Assets Fund Balance$3,862,544$4,287,865▲ $425,321
Total Liabilities and Net Assets / Fund Balance$4,383,764$4,794,101▲ $410,337

Asset Categories

AssetBook ValueDepreciationBasis
Land$3,581,551-$3,581,551
Buildings$1,129,376$33,509$1,162,885
Compensation and Service Providers

Board Members and Trustees

NameTitle
Barbara WakefieldPast President
Tracy WingrovePresident
Ella ZhengVice President
Julie ParkAssistant Treasurer
Adriana CalderaChief Executive Officer
Ann Marie PateChief Financial Officer
Jennifer LopesChief Program Officer
Erica DemsterMember at Large
Gea CarrMember at Large
Heather CameronMember at Large
Jane OkpalaMember at Large
Monika ThakurMember at Large
Lily LiuSecretary
Laurie DeatonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$350,000
Program Service Revenue
$212,640
Investment Income
$0
Other Revenue
$0
All Other Contributions
$350,000
Change in Net Assets
$425,321
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$137,319
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other-$53,168-$53,168
Depreciation Depletion$8,798--$8,798
Occupancy-$4,607-$4,607
Other Expenses-$178-$178
Total Functional Expenses$8,798$128,521$0$137,319
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
Other Liability$5,797
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The board president and treasurer receive a draft copy of form 990. After their review, corrections or modifications, if any, will be made.

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

All board members, trustees, and key employees are required annually to update any potential conflicts of interest.

Form 990, Part VI, Section C, Line 19

Copies of the governing documents and form 990 are available upon request.

Filing and Contact Details

Filer

Filer Name
Ywca Third Street Inc
EIN
94-3130271
Phone
4082954011
Address
375 SOUTH THIRD STREET, SAN JOSE, CA 95112
Doing Business As
Ywca Golden Gate Silicon Valley

Signing Officer

Name
Tracy Wingrove
Title
President
Phone
4082954011
Signed
2024-05-16

Organization Details

Principal Officer
Tracy Wingrove
Formed
1990
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
11

Preparer

Firm
Quigley & Miron
Address
3550 WILSHIRE BLVD 1660, LOS ANGELES, CA 90010
Preparer
Armen Grigorian
Phone
2136393550
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Professional fees: program service expenses 0. Management and general expenses 53,168. Fundraising expenses 0. Total expenses 53,168.

FORM 990, PAGE 1, PART B - AMENDED RETURN:

The information previously reported on part vii, compensation of officers, directors, trustees, key employees, highest compensated employees, and independent contractors has changed: -adriana caldera - average weekly hours changed to 2 hours -ann marie pate - average weekly hours changed to 4 hours -amie mcclane - removed from listing -jennifer lopes - average weekly hours changed to 10 hours

Form 990, Part XII, Line 2C

The audit committee is responsible for the oversight of the audit of the financial statements and selection of an independent accountant. This process is unchanged from the prior year.

Financial Statement Notes

PART X, LINE 2:

Accounting standards require an organization to evaluate its tax positions and provide for a liability for any positions that would not be considered "more likely than not" to be upheld under a tax authority examination. Management has evaluated its tax positions and has concluded that a provision for a tax liability is not necessary at june 30, 2023 and 2022. Generally, the organization's information returns remain open for examination three years (federal) or four years (state of california) from the date of filing.

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IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0137955
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0212640
IRS990/PYRevenuesLessExpensesAmt074685
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0137955
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0212640
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0425321
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0212640
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0459952
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03762500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04572452
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0212640
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0212640
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0212640
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt088600
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt04491
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0731011
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/PublicSupportPY509Pct01.00000
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0212640
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0672592
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt03851100
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt04491
IRS990ScheduleA/Total509Grp/TotalAmt05303463
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0562640
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0212640
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0672592
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt03851100
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt04491
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt05303463
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/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt01129376
IRS990ScheduleD/BuildingsGrp/DepreciationAmt033509
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01162885
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt03581551
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt03581551
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05797
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OTHER LIABILITY
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING STANDARDS REQUIRE AN ORGANIZATION TO EVALUATE ITS TAX POSITIONS AND PROVIDE FOR A LIABILITY FOR ANY POSITIONS THAT WOULD NOT BE CONSIDERED "MORE LIKELY THAN NOT" TO BE UPHELD UNDER A TAX AUTHORITY EXAMINATION. MANAGEMENT HAS EVALUATED ITS TAX POSITIONS AND HAS CONCLUDED THAT A PROVISION FOR A TAX LIABILITY IS NOT NECESSARY AT JUNE 30, 2023 AND 2022. GENERALLY, THE ORGANIZATION'S INFORMATION RETURNS REMAIN OPEN FOR EXAMINATION THREE YEARS (FEDERAL) OR FOUR YEARS (STATE OF CALIFORNIA) FROM THE DATE OF FILING.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04710927
IRS990ScheduleD/TotalLiabilityAmt05797
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
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IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
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IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1168331
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2143696
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt018075
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt113016
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt212037
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ADRIANA CALDERA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1ANN MARIE PATE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2JENNIFER LOPES
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CHIEF EXECUTIVE OFFICER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1CHIEF FINANCIAL OFFICER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2CHIEF PROGRAM OFFICER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0276352
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1211387
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2167149

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