SOURCEWISE: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
SOURCEWISE (EIN 94-2256503)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-01-29
IRS object ID
202440299349302079
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-01-29T14:27:49-08:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN883279586PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Hiep Pham CPA IncBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line141041 Trimboli Way 1926AddressLine1Txt
CityFremontCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94538ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN942256503EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SourcewiseBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSOURBusinessNameControlTxt
Phone4082968290PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13100 De La Cruz Blvd Suite 310AddressLine1Txt
CitySanta ClaraCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95054ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAneliza Del PinalPersonNm
Person TitleCEOPersonTitleTxt
Phone4082968290PhoneNum
Signature2023-04-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstAnelizaPersonFirstNm
Person LastDel PinalPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHiep PhamPreparerPersonNm
PTINP01346204PTIN
Phone5107897736PhoneNum
Preparation2024-01-29PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1Aneliza Del PinalBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line13100 De La Cruz Blvd Suite 310AddressLine1Txt
CitySanta ClaraCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95054ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$21,267,649GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.mysourcewise.comWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1974FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionThe 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.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee125TotalEmployeeCnt
Total Volunteers1760TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$17,855,308PYContributionsGrantsAmt
CY Contributions Grants$20,886,154CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$10,727PYInvestmentIncomeAmt
CY Investment Income$21,525CYInvestmentIncomeAmt
CY Other Revenue$359,970CYOtherRevenueAmt
PY Total Revenue$17,866,035PYTotalRevenueAmt
CY Total Revenue$21,267,649CYTotalRevenueAmt
PY Grants And Similar Paid$8,514,105PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$10,058,912CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$6,255,673PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$7,430,923CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$3,374,992PYOtherExpensesAmt
CY Other Expenses$3,802,647CYOtherExpensesAmt
PY Total Expenses$18,144,770PYTotalExpensesAmt
CY Total Expenses$21,292,482CYTotalExpensesAmt
PY Revenues Less Expenses-$278,735PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$24,833CYRevenuesLessExpensesAmt
Total Assets BOY$7,993,096TotalAssetsBOYAmt
Total Assets EOY$9,291,795TotalAssetsEOYAmt
Total Liabilities BOY$6,266,845TotalLiabilitiesBOYAmt
Total Liabilities EOY$7,590,377TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,726,251NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,701,418NetAssetsOrFundBalancesEOYAmt
MissionThe 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.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$20,080,149ExpenseAmt
Grant$10,058,912GrantAmt
Revenue$0RevenueAmt
DescProvided services to elderly in Santa Clara County including in-home assistance, meals & nutritional services, day health care, transportation, respite services, insurance counseling, legal assistance, job training and placement opportunities.Desc
Total Program Service Expenses$20,080,149TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document28IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee125EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SourcewiseBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4082968290PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13100 De La Cruz Blvd Suite 310AddressLine1Txt
CitySanta ClaraCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95054ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
Jeff Tepper
President2.00Yes (X)Yes (X)$0$0$0
Sonya Casares
Vice President2.00Yes (X)Yes (X)$0$0$0
Matthew Woodruff
Treasurer2.00Yes (X)Yes (X)$0$0$0
Robert MacLaughlin
Board Member2.00Yes (X)$0$0$0
Heather Severson-Tanez
Board Member2.00Yes (X)$0$0$0
Michal Ann Mendoza
Board Member2.00Yes (X)$0$0$0
Aneliza Del Pinal
Chief Executive Offier40.00Yes (X)$185,138$0$26,755Yes (X)
Dung Nguyen
Director of Finance40.00$173,637$0$1,821Yes (X)
Joseph Flynn
Chief Operating Officer40.00$154,837$0$6,395Yes (X)
Edith Gong
Public Authority Director40.00$149,088$0$31,608Yes (X)
Teck Chen Chia
Accounting & Payroll Manager40.00$134,389$0$21,757Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$797,089TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$88,336TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K13IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Government Grants$19,880,749GovernmentGrantsAmt
All Other Contributions$1,005,405AllOtherContributionsAmt
Noncash Contributions$118,613NoncashContributionsAmt
Total Contributions$20,886,154TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$21,525TotalRevenueColumnAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$359,970TotalRevenueColumnAmt
Related Or Exempt Func Income$359,970RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$359,970OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$21,267,649TotalRevenueColumnAmt
Related Or Exempt Func Income$381,495RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$10,058,912TotalAmt
Program Services$10,058,912ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$797,089TotalAmt
Program Services$683,695ProgramServicesAmt
Management And General$113,394ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$5,517,639TotalAmt
Program Services$4,732,695ProgramServicesAmt
Management And General$784,944ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$245,489TotalAmt
Program Services$207,930ProgramServicesAmt
Management And General$37,559ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$417,144TotalAmt
Program Services$350,503ProgramServicesAmt
Management And General$66,641ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$453,562TotalAmt
Program Services$384,616ProgramServicesAmt
Management And General$68,946ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$486,259TotalAmt
Program Services$278,437ProgramServicesAmt
Management And General$207,822ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$395,010TotalAmt
Program Services$375,951ProgramServicesAmt
Management And General$19,059ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$655,174TotalAmt
Program Services$565,796ProgramServicesAmt
Management And General$89,378ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$114,121TotalAmt
Program Services$102,439ProgramServicesAmt
Management And General$11,682ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$165,182TotalAmt
Program Services$0ProgramServicesAmt
Management And General$165,182ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$67,878TotalAmt
Program Services$60,092ProgramServicesAmt
Management And General$7,786ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Postage and Printing$439,018$393,984$45,034$0
Supplies$150,239$132,298$17,941$0
Dues and Subscriptions$384,564$312,919$71,645$0
Contracted Services$32,015$0$32,015$0

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$913,187TotalAmt
Program Services$1,439,882ProgramServicesAmt
Management And General-$526,695ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$21,292,482TotalAmt
Program Services$20,080,149ProgramServicesAmt
Management And General$1,212,333ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$4,492,719BOYAmt
EOY$3,495,115EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,267,861BOYAmt
EOY$1,769,763EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$190,521BOYAmt
EOY$226,305EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$6,203,845LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$4,405,601LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,898,356BOYAmt
EOY$1,798,244EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$143,639BOYAmt
EOY$162,569EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
EOY$1,839,799EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$7,993,096BOYAmt
EOY$9,291,795EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$2,461,766BOYAmt
EOY$2,671,686EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$912,753BOYAmt
EOY$1,076,456EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$2,497,746BOYAmt
EOY$1,486,910EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$394,580BOYAmt
EOY$2,355,325EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$6,266,845BOYAmt
EOY$7,590,377EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,726,251BOYAmt
EOY$1,701,418EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,726,251BOYAmt
EOY$1,701,418EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,993,096BOYAmt
EOY$9,291,795EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$24,833ReconcilationRevenueExpnssAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind
Other Support Sum$0OtherSupportSumAmt

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$12,364,651CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$13,676,328CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$14,762,299CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$17,855,308CurrentTaxYearMinus1YearAmt
Current Tax Year$20,886,154CurrentTaxYearAmt
Total$79,544,740TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$12,364,651CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$13,676,328CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$14,762,299CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$17,855,308CurrentTaxYearMinus1YearAmt
Current Tax Year$20,886,154CurrentTaxYearAmt
Total$79,544,740TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$79,544,740PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$199,975CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$287,389CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$50,126CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,727CurrentTaxYearMinus1YearAmt
Current Tax Year$21,525CurrentTaxYearAmt
Total$569,742TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year$359,970CurrentTaxYearAmt
Total$359,970TotalAmt
FieldValueIRS element (for citing)
Total Support$80,474,452TotalSupportAmt
Public Support CY1700.98840PublicSupportCY170Pct
Public Support PY1700.99050PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind
Public Support Total509$0PublicSupportTotal509Amt
Public Support CY5090PublicSupportCY509Pct
Investment Income CY0InvestmentIncomeCYPct

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePt II Ln 10FormAndLineReferenceDesc
ExplanationOther Income Part II, Line 10 Description: Other Income 2022: 359970.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$348,342InvestmentCostOrOtherBasisAmt
Book Value$348,342BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$571,179InvestmentCostOrOtherBasisAmt
Depreciation$279,250DepreciationAmt
Book Value$291,929BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$2,691,655InvestmentCostOrOtherBasisAmt
Depreciation$1,687,966DepreciationAmt
Book Value$1,003,689BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$2,127,280InvestmentCostOrOtherBasisAmt
Depreciation$2,052,132DepreciationAmt
Book Value$75,148BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$465,389InvestmentCostOrOtherBasisAmt
Depreciation$386,253DepreciationAmt
Book Value$79,136BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,798,244TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescOperating Lease Right-of-Use AssetDesc
Book Value$1,839,799BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$1,839,799TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
Operating Lease Liability$1,869,165
Due To/(From)$486,160
FieldValueIRS element (for citing)
Total Liability$2,355,325TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$21,267,649TotalRevEtcAuditedFinclStmtAmt
Revenue Subtotal$21,267,649RevenueSubtotalAmt
Total Revenue Per Form990$21,267,649TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$21,292,482TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$21,292,482ExpensesSubtotalAmt
Total Expenses Per Form990$21,292,482TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePt X, Line 2FormAndLineReferenceDesc
ExplanationThe 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.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedfalseGrantRecordsMaintainedInd

Recipient Table RecipientTable (19 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
Alzheimer's Disease and Related Disorders Association Inc
2290 N First St Suite 101San JoseCA95131942897949$95,400Title III-E
Asian American Community for Involvement
2400 Moorpark Ave 300San JoseCA95128942292491$52,117Title III-B
Avenidas
4000 Middlefield Road I-2Palo AltoCA94303941480578$156,049Title III-B & III-E
Bay Area Community Health
40910 Fremont BlvdFremontCA94538237255435$6,841Title III-B
Catholic Charities of Santa Clara County
2625 Zanker RdSan JoseCA95134942762269$784,131Title III & VII
City of Sunnyvale
550 E Remington DrSunnyvaleCA94087946000043$63,657Title III-D
Community Services Agency of Mountain View and Los Altos
204 Stierlin RdMountain ViewCA94043941422465$60,000Title III-B
County of Santa Clara
333 West Julian StSan JoseCA95110946000533$7,033,254Title III-C
Family Caregiving Alliance
235 Montgomery St SSan FranciscoCA94104942687079$101,586Title III-E
Hearts and Minds Activity Center
2380 Enborg LnSan JoseCA95128942936723$204,778Title III-E
IL Pastaio Inc
1266 E Julian StSan JoseCA95116854386508$48,673HCBS
Live Oak Adult Day Services
1147 Minnesota AveSan JoseCA95125770069106$382,684Title III-B & III-E
Loaves & Fishes Family Kitchen
1500 Berger DriveSan JoseCA95112770370874$18,131HCBS
Martha's Kitchen
311 Willow StSan JoseCA95110912091094$29,235HCBS
Peninsula Volunteers Inc
800 Middle AveMenlo ParkCA94025941294939$23,689Title III-B
San Jose State University Research Foundation - Timpany Center
210 N 4th St 4th FLSan JoseCA95112946017638$79,991Title III-D
Senior Adults Legal Assistance
1425 Koll Circle 109San JoseCA95112237419761$320,738Title III-B, VII & HICAP
The Health Trust
3180 Newberry Dr 200San JoseCA95118946050231$458,105Title III-C
Trio Community Meals
10 Canebrake Blvd 120FlowoodMS39232262223480$139,850Title III-C

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Aneliza Del Pinal
$185,138$0$0$0$0$0$20,500$0$6,255$0$211,893$0$0$0
Dung Nguyen
$173,637$0$0$0$0$0$0$0$1,821$0$175,458$0$0$0
Joseph Flynn
$154,837$0$0$0$0$0$0$0$6,395$0$161,232$0$0$0
Edith Gong
$149,088$0$0$0$0$0$27,000$0$4,608$0$180,696$0$0$0
Teck Chen Chia
$134,389$0$0$0$0$0$20,490$0$1,267$0$156,146$0$0$0

Schedule M IRS990ScheduleM

FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Pt VI, Line 11bA copy of the Form 990 is provided to the Governing Body after filing.
Pt VI, Line 12cAnnually, the Governing Body reviews the conflict of interest policy for compliance.
Pt VI, Line 15aThe CEO Evaluation Committee, comprised of various members of the board, reviews and approves the compensation of the CEO of the Organization.
Pt VI, Line 15bThe CEO Evaluation Committee, comprised of various members of the board, reviews and approves the compensation for other officers.
Pt VI, Line 19Additional information available upon request.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1Care Access Silicon ValleyBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line13100 De La Cruz Blvd Suite 310AddressLine1Txt
CitySanta ClaraCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95054ZIPCd
FieldValueIRS element (for citing)
EIN020652916EIN
Primary ActivitiesServes Non-Profit OrganizationPrimaryActivitiesTxt
Legal Domicile StateCALegalDomicileStateCd
Exempt Code Section501(c)(3)ExemptCodeSectionTxt
Public Charity StatusActivePublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1SourcewiseBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (true)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.