2025-03-24T14:34:10-05:00 2024-06-30 954557617 Harrington Group CPAs LLP 2698 Mataro Street Pasadena CA 91107 990 2023-07-01 952371668 Pathpoint PATH 8059663310 901 Olive Street Santa Barbara CA 93101 Yolanda Bosch Board Chair 8059663310 2025-03-24 1 1 Carlos A Davis CPA P02037008 6264036801 2023 2025-03-06 01:10:19Z X Yolanda Bosch 901 Olive Street Santa Barbara CA 93101 37135450 0 X www.pathpoint.org X 1964 CA PathPoint supports people to flourish. We partner with children, adults, and families to find hope and empowerment, build life skills, access systems of support, and develop meaningful relationships. 11 11 885 11 8105 0 1233740 8441538 25257227 28191109 265706 310694 76727 157376 26833400 37100717 0 0 0 0 20464999 23133822 0 0 141471 5517632 6355460 25982631 29489282 850769 7611435 34179302 42234624 13066168 13393197 21113134 28841427 X PathPoint supports people to flourish. We partner with children, adults, and families to find hope and empowerment, build life skills, access systems of support, and develop meaningful relationships. 0 0 12197693 15639596 Community Integration Services: Provides day services for individuals with physical and developmental disabilities and individuals with mental health diagnoses who generally reside at home, in long-term care facilities, or in intermediate care facilities. PathPoint offers programs, services and facilities that support community integration and learning in sanitary, well-maintained, healthy, and stimulating environments. Activities are designed to maintain a high quality of life while encouraging maximum social, intellectual, and physical capabilities. PathPoint services provide the support necessary to allow people with special needs to live with dignity and self-confidence in their community and enjoy their lives. Community Integration Services also provided vocational training, work-readiness assistance, and community access skills. Individuals may receive part-time paid vocational training dedicated to community access and social survival skills (banking, budgeting, public transportation, safety, and recreational planning). During the FY 23/24, PathPoint served 818 individuals in Community Integration Services. 6102807 6534529 Employment Services: PathPoint offers a wide variety of services to help low-income individuals with developmental disabilities and disadvantages overcome barriers to employment, to support them in obtaining jobs, and to provide them with training and support to keep jobs. Services include external situational assessment, personal and social adjustment, job development and placement, supported employment, work adjustment, and computer training. Steady employment is a driving force behind dignity, social integration, well-being, and positive self-image. During FY 23/24, PathPoint supported 1,338 members of the community towards long-term employment. 5071088 6016984 Independent Living and Residential Services: PathPoint facilitates greater independence in daily living, less dependence on direct care and increase community integration. PathPoint's Independent Living Services offer individuals with special needs the assistance and support required to live in their communities as independently as possible. PathPoint staff work with residents to plan, coordinate, and provide the services that they may need and prefer to achieve their goals. Instructors teach individuals independent living skills and household responsibilities such as cooking, cleaning, shopping, and personal care. Individuals attend classes designed to teach community mobility and safety, personal effectiveness, social skills, social-sexual education, health and nutrition, recreation planning, and budgeting and banking. In some services, PathPoint provides permanent housing as well as housing in licensed adult residential facilities. During FY 23/24, PathPoint supported 444 community members in Independent Living Services. 1576085 PathPoint incurs a variety of program-related expenses that do not fall into the three primary categories. These expenses include the operation of a counseling center for children and adults funded primarily through insurance, maintenance and other costs associated with owning property, and write-offs from prior fiscal years. During FY23/24, PathPoint supported 88 members of the community towards additional supported living needs. Starting in 2024-25, PathPoint will provide children and family services as a result of Kids & Families Together merging into PathPoint on July 1, 2024. 1576085 24947673 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 24 0 1 885 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X Rosa Hernandez Controller 8059663310 901 Olive Street Santa Barbara CA 93101 Yolanda Bosch Chair 1.00 X X 0 0 0 Dr Hana Carmona-Martinez Vice Chair 1.00 X X 0 0 0 John Hunt Secretary (end 3/24) 1.00 X X 0 0 0 Patricia Enger Board Member/Sec. (trans 3/24) 1.00 X X 0 0 0 Stephanie Eubanks Treasurer 1.00 X X 0 0 0 Michael Franzen Immediate Past Chair 1.00 X 0 0 0 Elaine Crandall Board Member 1.00 X 0 0 0 Matthew O'Leary Board Member 1.00 X 0 0 0 Gerald Pelton Board Member 1.00 X 0 0 0 Anne-Natasha Pickney Board Member 1.00 X 0 0 0 Bela Singha Board Member (Start 01/24) 1.00 X 0 0 0 Jean Smith Board Member 1.00 X 0 0 0 Harry Bruell CEO/President 40.00 X 223799 0 41831 Matthew Motomazie CFO 40.00 X 97219 0 13098 Jennifer Newbold ED, Behavioral Health 40.00 X 125601 0 7865 Erica Beall ED, DD Services 40.00 X 107296 0 6686 Mark Maynard Chief People Officer 40.00 X 128342 0 13534 Curt Dennett VP of Infrastructure and IT 40.00 X 108872 0 19477 791129 0 102491 5 0 1 0 0 8201939 239599 11460 8441538 Program Service Fees 624100 27114305 27114305 Room & Board 624100 1076804 1076804 28191109 248125 248125 73499 16933 56566 56566 8105 48461 80369 17800 62569 62569 62569 Other Income 900099 100810 100810 100810 37100717 28191109 8105 459965 372480 358171 14309 18246185 16178560 2011892 55733 330395 298038 31266 1091 2768766 2471537 287341 9888 1415996 1229182 181665 5149 139232 139232 95107 95107 789315 103906 685409 760601 679102 63663 17836 82656 82656 2227559 1888849 332537 6173 326732 258205 39327 29200 322304 322304 800967 723170 76708 1089 341172 272024 68957 191 Miscellaneous 177528 176716 812 Food & food services 128156 127753 403 Dues & subscriptions 82280 64978 17302 Employee appreciation 58086 51401 6685 23765 19292 4473 29489282 24947673 4400138 141471 3255464 3637987 174904 184666 0 7020265 6406088 7559993 118756 64161 22309410 7902010 14072314 14407400 7349250 6881350 2802526 2478802 34179302 42234624 2487749 3379219 8010916 7779830 2567503 2234148 13066168 13393197 X 20972324 28573703 140810 267724 21113134 28841427 34179302 42234624 X 7611435 345105 -228247 X 0 1 X 1 0 X 1444645 4487679 1575227 1233740 8441538 17182829 1444645 4487679 1575227 1233740 8441538 17182829 17182829 135731 75491 199986 280591 312854 1004653 22597 22874 4889 7807 8105 66272 7587 6112 11050 20739 100810 146298 18400052 123885193 0.93380 0.92000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11862 58292 70154 29419793 29489947 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 60739 60739 66813 70154 258445 250000 250000 250000 250000 1000000 1500000 10270 10270 11297 11862 43699 4273059 4273059 14139976 5481899 8658077 182513 52447 130066 3713862 2367664 1346198 14407400 Deposits 185222 Employer match 457(b) plan 65213 Escrow/Amortized Legal fees 36950 Accrued investment interest 10071 Right-of-use assets - operating leases 2178102 Deduction Manual Checks 3244 2478802 Lease liabilities - operating leases 2234148 2234148 X 37462755 345105 16933 362038 37100717 0 37100717 29506215 16933 16933 29489282 0 29489282 Part X, Line 2: PathPoint is exempt from taxation under Internal Revenue Code Section 501(c)(3) and California Revenue and Taxation Code Section 23701d. Generally accepted accounting principles provide accounting and disclosure guidance about positions taken by an organization in its tax returns that might be uncertain. Management has considered its tax positions and believes that all of the positions taken by PathPoint in their federal and state exempt organization tax returns are more likely than not to be sustained upon examination. PathPoint's returns are subject to examination by federal and state taxing authorities, generally for three and four years, respectively, after they are filed Part XI, Line 2d - Other Adjustments: Rental expenses 16,933. Part XII, Line 2d - Other Adjustments: Rental expenses 16,933. X X 0 0 0 0 0 0 0 0 0 Harry Bruell CEO/President 223799 0 0 0 0 0 17017 0 24814 0 265630 0 0 0 Form 990, Part VI, Section B, line 11b The 990 Form is provided to the Board of Directors prior to the applicable Board meeting for review. The Board reviews and approves the 990 at a Board meeting. The Board Chair then signs the 990. Form 990, Part VI, Section B, line 12c Any transaction between PathPoint and an Officer or Director, which may benefit the Officer or Director, should refer to Article 8 of the Corporate By-Laws (5-17-24), for definition, procedure, determination, resolution, violation, recording and annual statements on the Conflicts of Interest Policy. Form 990, Part VI, Section B, line 15 Process of determining compensation for CEO: The Board sets the compensation of the President/CEO and provides a salary increase that is consistent with the increases provided to all PathPoint employees. Form 990, Part VI, Section C, line 19 Financial Statements, governing documents, and the conflict-of-Interest policy available upon request. Form 990, Part XI, line 9: Contract settlement -228,247.