AGEUP INC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
AGEUP INC (EIN 94-3397402)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-06-24
IRS object ID
202411769349301091
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)
Return2024-06-24T13:11:46-05:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN270472389PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1C G UHLENBERG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line146560 FREMONT BLVD SUITE 403AddressLine1Txt
CityFREMONTCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94538ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN943397402EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1OMBUDSMAN SERVICES OFBusinessNameLine1Txt
Business Name Line2SAN MATEO COUNTY INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlOMBUBusinessNameControlTxt
Phone6507805707PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11455 MADISON AVEAddressLine1Txt
CityREDWOOD CITYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94061ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonELYSE BRUMMERPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone6507805702PhoneNum
Signature2024-05-20SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstELYSEPersonFirstNm
Person LastBRUMMERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPEGGY H CHENPreparerPersonNm
PTINP00910398PTIN
Phone5107708680PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Amended ReturnYes (X)AmendedReturnInd
Principal OfficerELYSE BRUMMERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11455 MADISON AVEAddressLine1Txt
CityREDWOOD CITYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94061ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$6,478,980GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.OSSMC.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2001FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTO INVESTIGATE SUSPECTED ABUSE OF THE ELDERLY IN LONG-TERM CARE FACILITIES.ActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee16TotalEmployeeCnt
Total Volunteers33TotalVolunteersCnt
Total Gross UBI$343,415TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$946,176PYContributionsGrantsAmt
CY Contributions Grants$790,114CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$157,165PYInvestmentIncomeAmt
CY Investment Income$343,415CYInvestmentIncomeAmt
PY Other Revenue$89,634PYOtherRevenueAmt
CY Other Revenue$114,954CYOtherRevenueAmt
PY Total Revenue$1,192,975PYTotalRevenueAmt
CY Total Revenue$1,248,483CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$782,104PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$784,381CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$317,816PYOtherExpensesAmt
CY Other Expenses$339,801CYOtherExpensesAmt
PY Total Expenses$1,099,920PYTotalExpensesAmt
CY Total Expenses$1,124,182CYTotalExpensesAmt
PY Revenues Less Expenses$93,055PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$124,301CYRevenuesLessExpensesAmt
Total Assets BOY$2,767,533TotalAssetsBOYAmt
Total Assets EOY$2,748,533TotalAssetsEOYAmt
Total Liabilities BOY$57,109TotalLiabilitiesBOYAmt
Total Liabilities EOY$51,391TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,710,424NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,697,142NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO ACTIVELY PROVIDE ADVOCACY AND PURSUE ENHANCEMENT OF THE QUALITY OF LIFE FOR RESIDENTS OF LONG-TERM CARE FACILITIES IN THE SAN MATEO COUNTY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$365,896ExpenseAmt
DescCOMPLAINT INVESTIGATION AND FACILITY MONITORING: STATE CERTIFIED OMBUDSMEN MONITOR FACILITIES FOR QUALITY OF CARE, QUALITY OF LIFE AND VIOLATION OF RESIDENTS' RIGHTS. IN 2022-2023 FISCAL YEARS, THE FOLLOWING FACILITIES WERE INCLUDED IN ITS JURISDICTION: 16 NURSING HOMES WITH 1,670 BEDS237 RESIDENTIAL CARE FACILITIES FOR THE ELDERLY WITH 5,367 BEDS, 33 INTERMEDIATE CARE FACILITIES WITH 198 BEDS25 ADULT DAY HEALTH CARE PROGRAMS WITH 1,329 CLIENTS116 ADULT RESIDENTIAL FACILITIES FOR THE DEVELOPMENTALLY DISABLED WITH 669 CLIENTS5 SOCIAL REHAB FACILITIES WITH 66 CLIENTS (CONTINUED)TOTAL OF 431 FACILITIES WITH 9,299 CLIENTS. OMBUDSMEN MADE A TOTAL OF 4,649 VISITS TO THE FACILITIES AND INVESTIGATED AND CLOSED 1,080 CASES ENCOMPASSING 1,184 COMPLAINTS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$121,965ExpenseAmt
DescRECRUITMENT AND TRAINING: THE PROGRAM PROVIDES TRAINING TO VOLUNTEERS TO OBTAIN AND MAINTAIN STATE CERTIFICATION. THE TRAINING PROGRAM INCLUDES 36 HOURS OF CLASSROOM TRAINING FOLLOWED BY AN INTERNSHIP PERIOD OF APPROXIMATELY 10 DAYS DUE TO THE COVID VIRUS. DURING THE INTERNSHIP, THE STUDENT OMBUDSMEN ARE PROVIDED WITH HANDS-ON GUIDANCE ON HOW TO MONITOR FACILITIES; ACCEPT, INVESTIGATE, AND DOCUMENT THEIR FINDINGS. IN ADDITION, WE PROVIDE 2 HOURS OF ON-GOING TRAINING FOR ALL OMBUDSMEN EACH MONTH. DURING FY 2022-2023 WE TRAINED AND CERTIFIED 6 NEW OMBUDSMEN WHO ACTIVELY JOINED OUR TEAM IN THE FIELD, BRINGING THE NUMBER UP TO 33 VOLUNTEER FIELD OMBUDSMEN ACTIVE IN THE PROGRAM. DURING THE YEAR, 33 STATE-CERTIFIED OMBUDSMEN PROVIDED A (CONTINUED) TOTAL OF 4,039 VOLUNTEER HOURS OVER THE ONE-YEAR PERIOD, VALUED AT ABOUT $114,954. IN ADDITION, WE PROVIDED 12 TWO-HOUR TRAINING SESSIONS THROUGHOUT THE YEAR TO ALL OMBUDSMEN WHO MUST ATTEND 18 HOURS OF ONGOING TRAINING EACH YEAR TO MAINTAIN STATE CERTIFICATION.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$121,965ExpenseAmt
DescCOMMUNITY EDUCATION AND ADVOCACY: OMBUDSMAN SERVICES CONTRIBUTE TO THE OVERALL HEALTH LITERACY OF RESIDENTS IN SAN MATEO COUNTY THROUGH ITS EDUCATIONAL OUTREACH. IN FY 2022-2023 WE ACCOMPLISHED THE FOLLOWING:- HELD 53 COMMUNITY EDUCATION EVENTS EDUCATING THE GENERAL PUBLIC ON LONG-TERM CARE, THE ROLE OF THE OMBUDSMAN AND OTHER RELATED ISSUES. - PROVIDED INDIVIDUAL CONSULTATION TO 490 PEOPLE SEEKING INFORMATION ON OUR SERVICES OR OTHER AGING ISSUES - CONDUCTED 3 IN-SERVICE EDUCATIONAL EVENTS FOR FACILITY STAFF AND PROVIDED 175 CONSULTATION HOURS TO STAFF MEMBERS.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$609,826TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee16EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ELYSE BRUMMERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6507805702PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11455 MADISON AVEAddressLine1Txt
CityREDWOOD CITYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94061ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
MONIKA LEE
VICE PRESIDENT2.50Yes (X)$0$0$0
BOB MONTEVALDO
DIRECTOR2.50Yes (X)$0$0$0
DENIS FAMA
DIRECTOR2.50Yes (X)$0$0$0
CINDY SAFE
SECRETARY/TREASURER2.50Yes (X)$0$0$0
MITCHELL BAILEY
PRESIDENT2.50Yes (X)$0$0$0
BERNADETTE MELLOTT
EXECUTIVE DIRECTOR40.00Yes (X)$152,901$0$0Yes (X)
CHET LEXVOLD
DIRECTOR2.50Yes (X)$0$0$0
SHARMIN NABI
DIRECTOR2.50Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$152,901TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Info In Schedule O Part VIIIYes (X)InfoInScheduleOPartVIIIInd
Government Grants$570,719GovernmentGrantsAmt
All Other Contributions$219,395AllOtherContributionsAmt
Total Contributions$790,114TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$61,274TotalRevenueColumnAmt
Unrelated Business Revenue$61,274UnrelatedBusinessRevenueAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$5,512,638SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$5,230,497SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$282,141SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$282,141TotalRevenueColumnAmt
Unrelated Business Revenue$282,141UnrelatedBusinessRevenueAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescIN KIND VOLUNTEERINGDesc
Business900099BusinessCd
Total Revenue Column$114,954TotalRevenueColumnAmt
Related Or Exempt Func Income$114,954RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$114,954OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,248,483TotalRevenueColumnAmt
Related Or Exempt Func Income$114,954RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$343,415UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$152,901TotalAmt
Program Services$77,643ProgramServicesAmt
Management And General$75,258ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$547,473TotalAmt
Program Services$278,016ProgramServicesAmt
Management And General$269,457ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$24,867TotalAmt
Program Services$12,628ProgramServicesAmt
Management And General$12,239ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$59,140TotalAmt
Program Services$30,032ProgramServicesAmt
Management And General$29,108ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$14,000TotalAmt
Management And General$14,000ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$114,954TotalAmt
Program Services$114,954ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$32,519TotalAmt
Program Services$16,514ProgramServicesAmt
Management And General$16,005ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$3,372TotalAmt
Program Services$1,712ProgramServicesAmt
Management And General$1,660ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$12,000TotalAmt
Management And General$12,000ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$19,074TotalAmt
Program Services$9,686ProgramServicesAmt
Management And General$9,388ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$138TotalAmt
Management And General$138ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$3,221TotalAmt
Program Services$1,636ProgramServicesAmt
Management And General$1,585ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$9,341TotalAmt
Program Services$4,743ProgramServicesAmt
Management And General$4,598ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
FUNDRAISING EVENTS$87,766$44,569$43,197
PROFESSIONAL SERVICES-$12,271$0$12,271
COMPUTER REPAIR$10,255$5,207$5,048
VOLUNTEER EXPENSE$4,887$4,887$0

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$16,003TotalAmt
Program Services$7,599ProgramServicesAmt
Management And General$8,404ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,124,182TotalAmt
Program Services$609,826ProgramServicesAmt
Management And General$514,356ManagementAndGeneralAmt
Fundraising$0FundraisingAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XYes (X)InfoInScheduleOPartXInd

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$305,904BOYAmt
EOY$170,634EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$128,141BOYAmt
EOY$166,233EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$8,157BOYAmt
EOY$9,595EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$25,129LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$13,722LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$14,870BOYAmt
EOY$11,407EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$2,310,461BOYAmt
EOY$2,390,664EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,767,533BOYAmt
EOY$2,748,533EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$57,109BOYAmt
EOY$51,391EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$57,109BOYAmt
EOY$51,391EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$2,710,424BOYAmt
EOY$2,697,142EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,710,424BOYAmt
EOY$2,697,142EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,767,533BOYAmt
EOY$2,748,533EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$124,301ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$132,784NetUnrlzdGainsLossesInvstAmt
Investment Expense-$4,799InvestmentExpenseAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit Committee0AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$733,720CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$885,011CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,017,668CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$946,176CurrentTaxYearMinus1YearAmt
Current Tax Year$776,861CurrentTaxYearAmt
Total$4,359,436TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$733,720CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$885,011CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,017,668CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$946,176CurrentTaxYearMinus1YearAmt
Current Tax Year$776,861CurrentTaxYearAmt
Total$4,359,436TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$4,359,436PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$59,429CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$54,717CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$47,043CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$67,381CurrentTaxYearMinus1YearAmt
Current Tax Year$61,274CurrentTaxYearAmt
Total$289,844TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$157,463CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$123,716CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$61,033CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$89,634CurrentTaxYearMinus1YearAmt
Current Tax Year$114,954CurrentTaxYearAmt
Total$546,800TotalAmt
FieldValueIRS element (for citing)
Total Support$5,196,080TotalSupportAmt
Public Support CY1700.83900PublicSupportCY170Pct
Public Support PY1700.82520PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationIN-KIND PROGRAM INCOME - 2018 AMOUNT: $ 157,441. 2019 AMOUNT: $ 120,334. 2020 AMOUNT: $ 61,033. 2021 AMOUNT: $ 89,634. 2022 AMOUNT: $ 114,954. MISCELLANEOUS INCOME - 2018 AMOUNT: $ 22. 2019 AMOUNT: $ 3,382. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 0.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

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$25,129OtherCostOrOtherBasisAmt
Depreciation$13,722DepreciationAmt
Book Value$11,407BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$11,407TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescINVESTMENT IN EQUITY SECURITIESDesc
Book Value$2,390,664BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$2,390,664TotalBookValueSecuritiesAmt
Total Rev Etc Audited Fincl Stmt$1,110,899TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$132,784NetUnrealizedGainsInvstAmt
Revenue Not Reported-$132,784RevenueNotReportedAmt
Revenue Subtotal$1,243,683RevenueSubtotalAmt
Investment Expenses Not Incld$4,799InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$4,799RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,248,482TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,124,182TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$1,124,182ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,124,182TotalExpensesPerForm990Amt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonBERNADETTE MELLOTTPersonNm
TitleEXECUTIVE DIRECTORTitleTxt
Base Compensation Filing Org$147,901BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$5,000BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$152,901TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART I, LINE 8, CONTRIBUTIONS AND GRANTS:THE AMOUNT OF CONTRIBUTIONS AND GRANTS ON THE AMENDED RETURN INCREASED TO $790,114 DUE TO AN ERROR CORRECTION REGARDING GRANTS OF $13,253 FROM SAN MATEO COUNTY THAT SHOULD BE INCLUDED IN INCOME FOR THE YEAR ENDED ON JUNE 30, 2023.
FORM 990, PART VI, SECTION A, LINE 7APOTENTIAL BOARD MEMBERS ARE TYPICALLY RECOMMENDED BY THOSE SERVING ON THE BOARD. THERE IS A PROCESS WHICH INCLUDES AN INTERVIEW BY THE BOARD BEFORE THE NEW MEMBER IS VOTED IN BY A SIMPLE MAJORITY OF BOARD MEMBERS.
FORM 990, PART VI, SECTION B, LINE 11BFORM 990 WILL BE REVIEWED BY EXECUTIVE DIRECTOR AND TREASURER OF THE ORGANIZATION BEFORE IT IS FILED.
FORM 990, PART VI, SECTION B, LINE 15THE COMPENSATION OF THE ORGANIZATION'S EXECUTIVE DIRECTOR OR TOP MANAGEMENT OFFICIAL ALWAYS NEED TO BE APPROVED BY THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION C, LINE 19THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENT IS AVAILABLE TO PUBLIC UPON REQUEST.
FORM 990, PART VIII, LINE 1E, GOVERNMENT GRANTS (CONTRIBUTIONS):THE AMOUNT OF GOVERNMENT GRANTS (CONTRIBUTIONS) ON THE AMENDED RETURN INCREASED TO $570,719 DUE TO AN ERROR CORRECTION REGARDING GRANTS OF $13,253 FROM SAN MATEO COUNTY THAT SHOULD BE INCLUDED IN INCOME FOR THE YEAR ENDED ON JUNE 30, 2023.
FORM 990, PART IX, LINE 11GIN KIND VOLUNTEERING: PROGRAM SERVICE EXPENSES 114,954. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 114,954.
FORM 990, PART X, LINE 3, PLEDGES AND GRANTS RECEIVABLE, NET:THE AMOUNT OF PLEDGES AND GRANTS RECEIVABLE, NET ON THE AMENDED RETURN INCREASED TO $166,233 DUE TO AN ERROR CORRECTION REGARDING GRANTS OF $13,253 FROM SAN MATEO COUNTY THAT SHOULD BE INCLUDED IN INCOME FOR THE YEAR ENDED ON JUNE 30, 2023 BUT HAS NOT RECEIVED BY OMBUDSMAN AS OF JUNE 30, 2023.
FORM 990, PART XI, LINE 1, TOTAL REVENUE:THE AMOUNT OF TOTAL REVENUE ON THE AMENDED RETURN INCREASED TO $1,248,483 DUE TO AN ERROR CORRECTION REGARDING GRANTS OF $13,253 FROM SAN MATEO COUNTY THAT SHOULD BE INCLUDED IN INCOME FOR THE YEAR ENDED ON JUNE 30, 2023.
FORM 990, SCHEDULE B, PART I, NO.1, TOTAL CONTRIBUTIONS:THE AMOUNT OF TOTAL CONTRIBUTIONS FROM COUNTY OF SAN MATEO ON THE AMENDED RETURN INCREASED TO $549,053 DUE TO AN ERROR CORRECTION REGARDING GRANTS OF $13,253 FROM SAN MATEO COUNTY THAT SHOULD BE INCLUDED IN INCOME FOR THE YEAR ENDED ON JUNE 30, 2023.
FORM 990, SCHEDULE D, PART XI, LINE 1, TOTAL REVENUETHE AMOUNT OF TOTAL REVENUE, GAINS, AND OTHER SUPPOERT PER AUDITED FINANCIAL STATEMENTS ON THE AMENDED RETURN INCREASED TO $1,110,899 DUE TO AN ERROR CORRECTION REGARDING GRANTS OF $13,253 FROM SAN MATEO COUNTY THAT SHOULD BE INCLUDED IN INCOME FOR THE YEAR ENDED ON JUNE 30, 2023.

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