2024-04-08T16:37:47-05:00 2023-06-30 954557617 Harrington Group CPAs LLP 2698 Mataro Street Pasadena CA 91107 990 2022-07-01 952371668 Pathpoint PATH 8059663310 315 West Haley Street 202 Santa Barbara CA 93101 Michael Franzen Board Chair 8059663310 2024-04-08 1 Michael Franzen 999009999 1 Carlos A Davis CPA P02037008 6264036801 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Michael Franzen 315 West Haley Street 202 Santa Barbara CA 93101 26850927 0 X www.pathpoint.org X 1964 CA PathPoint supports people in living the life they choose. We partner with people with disabilities, people with mental health diagnoses, and young adults to pursue their hopes and dreams through strengthening workplace abilities, building life skills, and developing meaningful relationships. 11 11 784 11 7807 0 1575227 1233740 23680864 25257227 157023 265706 64060 76727 25477174 26833400 0 0 0 0 18251873 20464999 0 0 100720 4968285 5517632 23220158 25982631 2257016 850769 30980142 34179302 10839697 13066168 20140445 21113134 X PathPoint supports people in living the life they choose. We partner with people with disabilities, people with mental health diagnoses, and young adults to pursue their hopes and dreams through strengthening workplace abilities, building life skills, and developing meaningful relationships. 0 0 10697598 13923928 Community Integration Services: Provides day services for individuals with physical and developmental disabilities 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 Programs also provided vocational training, work-readiness assistance, and community access skills. Individuals may receive part-time paid vocational training is dedicated to community access and social survival skills: banking, budgeting, public transportation, safety and recreational planning. During the FY 22/23, PathPoint served 900 individuals of the Community Integration Services. 5322822 5789007 Employment Services: PathPoint offers a wide variety of services to help low-income individuals with developmental disabilities and disadvantages overcome barriers to employment, to place them in jobs, and to provide them with the training and support they need to keep jobs. Programs include service coordination, 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 22/23, PathPoint supported 1,422 members of the community towards long-term employment. 5072391 5461020 Independent Living Services: PathPoint facilitates greater independence in daily living, less dependence on direct care and increase community integration. PathPoint's Independent Living Programs 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. During FY 22/23, PathPoint supported 609 community members in Independent Living Services. 1351089 1369331 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 FY 22/23, PathPoint supported 88 members of the community towards additional supported living needs. 1351089 1369331 22443900 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 38 0 1 784 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 X Rosa Hernandez Controller 8059663310 315 West Haley Street 202 Santa Barbara CA 93101 Michael Franzen Chair 1.00 X X 0 0 0 Yolanda Bosch Vice Chair 1.00 X X 0 0 0 John Hunt Secretary 1.00 X X 0 0 0 Stephanie Eubanks Treasurer 1.00 X X 0 0 0 Gerald Pelton Immediate Past Chair 1.00 X 0 0 0 Dr Hana Carmona-Martinez Board Member 1.00 X 0 0 0 Elaine Crandall Board Member 1.00 X 0 0 0 Patty Enger Board Member 1.00 X 0 0 0 Matthew O'Leary Board Member 1.00 X 0 0 0 Anne-Natasha Pickney Board Member 1.00 X 0 0 0 Jean Smith Board Member 1.00 X 0 0 0 Harry Bruell CEO/President 40.00 X 220118 0 38930 Matthew Motomazie Vice President of Finance 40.00 X 96075 0 2725 Jennifer Newbold ED, Behavioral Health 40.00 X 129451 0 8364 Karen Moore Exec. Dir. of Develop. Dept. 40.00 X 128240 0 8091 Mark Maynard Chief People Officer 40.00 X 130763 0 11277 Curt Dennett VP of Infrastructure and IT 40.00 X 105149 0 16747 809796 0 86134 5 0 1 0 0 504051 729689 4616 1233740 Program Service Fees 624100 24199872 24199872 Room & Board 624100 1057355 1057355 25257227 232410 232410 73515 17527 55988 55988 7807 48181 33296 0 33296 33296 33296 Other Income 900099 20739 20739 20739 26833400 25257227 7807 334626 357033 343190 13843 16251473 14215575 1988190 47708 304280 273031 30225 1024 2403924 2134500 260652 8772 1148289 967670 176107 4512 7717 7717 72133 72133 279981 257098 22883 1024888 946254 70125 8509 75362 75362 2011940 1710663 295482 5795 381588 354894 18152 8542 331396 331396 704778 637328 66403 1047 317833 249803 67857 173 Food & food services 134933 134882 51 Dues & subscriptions 76994 70781 6213 Employee appreciation 51575 44693 6882 Miscellaneous 25646 24851 795 20868 15119 5749 25982631 22443900 3438011 100720 5809502 3255464 196095 174904 4381671 6406088 161972 118756 21630518 7558204 14278574 14072314 5881073 7349250 46284 0 224971 2802526 30980142 34179302 2606787 2487749 8232910 8010916 0 2567503 10839697 13066168 X 20000775 20972324 139670 140810 20140445 21113134 30980142 34179302 X 850769 213610 -91690 X 0 1 X 1 0 X 2602599 1444645 4487679 1575227 1233740 11343890 2602599 1444645 4487679 1575227 1233740 11343890 11343890 144164 135731 75491 199986 280591 835963 21930 22597 22874 4889 7807 80097 24673 7587 6112 11050 20739 70161 12330111 119839536 0.92000 0.93660 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11297 55516 66813 25915818 25982631 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 39670 60739 60739 66813 227961 250000 250000 250000 250000 1000000 1500000 10270 10270 10270 11297 42107 4273059 4273059 14127131 5143115 8984016 82513 45568 36945 3147815 2369521 778294 14072314 Deposits 146658 Employer match 457(b) plan 35434 Escrow/Amortized Legal fees 44466 Accrued investment interest 29027 Right-of-use assets 2546941 2802526 Operating lease liabilities 2567503 2567503 X 27064537 213610 17527 231137 26833400 0 26833400 26000158 17527 17527 25982631 0 25982631 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 17,527. Part XII, Line 2d - Other Adjustments: Rental expenses 17,527. X X 0 0 0 0 0 0 0 0 0 Harry Bruell CEO/President 220118 0 0 0 0 0 14700 0 24230 0 259048 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. At the Board meetings is reviewed, accepted and signed by chair. 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 (10-25-18), 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 only sets the compensation of the President/CEO and provide a salary increase that was 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. The organization upload the 990 Form on Guidestar each year too. Form 990, Part XI, line 9: Contract settlement -91,690.