SOURCEWISE: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
SOURCEWISE (EIN 94-2256503)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-01-23
IRS object ID
202310239349301876
Schema version
2021v4.0
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)
Return2023-01-23T14:08:00-08:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN201398210PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1R J Ricciardi IncBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11101 Fifth Avenue Suite 360AddressLine1Txt
CitySan RafaelCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94901ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

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
Signature2023-01-23SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstAneliza DelPersonFirstNm
Person LastPinalPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHiep PhamPreparerPersonNm
PTINP01346204PTIN
Phone4154571215PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-03-07 01:45:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerAneliza Del PinalPrincipalOfficerNm
Gross Receipts$17,866,035GrossReceiptsAmt
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 ClaraActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee129TotalEmployeeCnt
Total Volunteers960TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$15,981,209PYContributionsGrantsAmt
CY Contributions Grants$17,855,308CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$50,126PYInvestmentIncomeAmt
CY Investment Income$10,727CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$16,031,335PYTotalRevenueAmt
CY Total Revenue$17,866,035CYTotalRevenueAmt
PY Grants And Similar Paid$7,840,050PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$8,514,105CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$5,905,238PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$6,255,673CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$2,893,330PYOtherExpensesAmt
CY Other Expenses$3,374,992CYOtherExpensesAmt
PY Total Expenses$16,638,618PYTotalExpensesAmt
CY Total Expenses$18,144,770CYTotalExpensesAmt
PY Revenues Less Expenses-$607,283PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$278,735CYRevenuesLessExpensesAmt
Total Assets BOY$7,787,611TotalAssetsBOYAmt
Total Assets EOY$7,993,096TotalAssetsEOYAmt
Total Liabilities BOY$5,782,625TotalLiabilitiesBOYAmt
Total Liabilities EOY$6,266,845TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,004,986NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,726,251NetAssetsOrFundBalancesEOYAmt
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 ClaraMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$17,042,239ExpenseAmt
Grant$8,514,105GrantAmt
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$17,042,239TotalProgramServiceExpensesAmt
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 AssetsfalseReportOtherAssetsInd
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 ContrifalseDeductibleNonCashContriInd
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 Document17IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee129EmployeeCnt
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
Form8282 Filed0Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
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

FieldValueIRS element (for citing)
PersonSourcewisePersonNm
Phone4082968290PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13100 De La Cruz Blvd Suite 310AddressLine1Txt
CitySanta ClaraCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95054ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerInd
Aneliza Del Pinal
CEO40.000.00$218,650$0$0
Dung Nguyen
Dir. of Finance40.000.00$158,087$0$0
Edith Gong
Director of PA40.000.00$140,210$0$0
Nolan Feliciano
Dir. of Network & Infrastructure40.000.00$116,836$0$0
Rosaura Jimenez
Director of South County Services40.000.00$114,040$0$0
Linda Phillips
Dir. of Comm Dev.40.000.00$109,746$0$0
Elizabeth Brown
Area Planner40.000.00$103,933$0$0
Linda Phillips
Director of Public Authority40.000.00$101,338$0$0
Matthew Woodruff
Treasurer2.000.00$0$0$0Yes (X)Yes (X)
Jeff Tepper
President2.000.00$0$0$0Yes (X)Yes (X)
Sonya Casares
1st Vice Pres.2.000.00$0$0$0Yes (X)Yes (X)
Robert MacLaughlin
Board Member2.000.00$0$0$0Yes (X)
Michal Ann Mendoza
Board Member2.000.00$0$0$0Yes (X)
Heather Severson-Tanez
Board Member2.000.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,062,840TotalReportableCompFromOrgAmt
Indiv Rcvd Greater Than100 K8IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Government Grants$14,023,509GovernmentGrantsAmt
All Other Contributions$3,831,799AllOtherContributionsAmt
Total Contributions$17,855,308TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,727TotalRevenueColumnAmt
Related Or Exempt Func Income$10,727RelatedOrExemptFuncIncomeAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$17,866,035TotalRevenueColumnAmt
Related Or Exempt Func Income$10,727RelatedOrExemptFuncIncomeAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$8,514,105TotalAmt
Program Services$8,514,105ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$332,214TotalAmt
Program Services$275,440ProgramServicesAmt
Management And General$56,774ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$4,979,374TotalAmt
Program Services$4,128,415ProgramServicesAmt
Management And General$850,959ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$198,067TotalAmt
Program Services$166,482ProgramServicesAmt
Management And General$31,585ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$349,107TotalAmt
Program Services$293,437ProgramServicesAmt
Management And General$55,670ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$396,911TotalAmt
Program Services$333,618ProgramServicesAmt
Management And General$63,293ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$657,899TotalAmt
Program Services$435,610ProgramServicesAmt
Management And General$222,289ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$78,919TotalAmt
Program Services$72,641ProgramServicesAmt
Management And General$6,278ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$110,324TotalAmt
Program Services$98,435ProgramServicesAmt
Management And General$11,889ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$499,206TotalAmt
Program Services$442,440ProgramServicesAmt
Management And General$56,766ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$3,217TotalAmt
Program Services$950ProgramServicesAmt
Management And General$2,267ManagementAndGeneralAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$164,319TotalAmt
Management And General$164,319ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$65,259TotalAmt
Program Services$52,287ProgramServicesAmt
Management And General$12,972ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
Other$817,870$771,324$46,546
Dues and subscriptions$257,921$194,513$63,408
Printing and Publications$257,143$256,367$776
Postage and Shipping$218,044$213,489$4,555

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$244,871TotalAmt
Program Services$792,686ProgramServicesAmt
Management And General-$547,815ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$18,144,770TotalAmt
Program Services$17,042,239ProgramServicesAmt
Management And General$1,102,531ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$4,233,349BOYAmt
EOY$4,492,719EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,191,027BOYAmt
EOY$1,267,861EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$171,104BOYAmt
EOY$190,521EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$6,138,775LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$4,240,419LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,055,298BOYAmt
EOY$1,898,356EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$136,833BOYAmt
EOY$143,639EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$7,787,611BOYAmt
EOY$7,993,096EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,856,274BOYAmt
EOY$2,461,766EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$526,165BOYAmt
EOY$912,753EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$3,005,606BOYAmt
EOY$2,497,746EOYAmt

Other Liabilities OtherLiabilitiesGrp

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

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,782,625BOYAmt
EOY$6,266,845EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,004,986BOYAmt
EOY$1,726,251EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,004,986BOYAmt
EOY$1,726,251EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,787,611BOYAmt
EOY$7,993,096EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$278,735ReconcilationRevenueExpnssAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$11,247,758CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$12,364,651CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$13,676,328CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$14,762,299CurrentTaxYearMinus1YearAmt
Current Tax Year$17,855,308CurrentTaxYearAmt
Total$69,906,344TotalAmt

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$11,247,758CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$12,364,651CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$13,676,328CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$14,762,299CurrentTaxYearMinus1YearAmt
Current Tax Year$17,855,308CurrentTaxYearAmt
Total$69,906,344TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$69,906,344PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$123,044CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$199,975CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$287,389CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$50,126CurrentTaxYearMinus1YearAmt
Current Tax Year$10,727CurrentTaxYearAmt
Total$671,261TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$70,577,605TotalSupportAmt
Public Support CY1700.99050PublicSupportCY170Pct
Public Support PY1700.98890PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

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

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$919,521OtherCostOrOtherBasisAmt
Depreciation$260,211DepreciationAmt
Book Value$659,310BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,691,655OtherCostOrOtherBasisAmt
Depreciation$1,593,702DepreciationAmt
Book Value$1,097,953BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$426,389OtherCostOrOtherBasisAmt
Depreciation$356,210DepreciationAmt
Book Value$70,179BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,101,210OtherCostOrOtherBasisAmt
Depreciation$2,030,296DepreciationAmt
Book Value$70,914BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,898,356TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDue toDesc
Amt$394,580Amt
FieldValueIRS element (for citing)
Total Liability$394,580TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$17,866,035TotalRevEtcAuditedFinclStmtAmt
Revenue Subtotal$17,866,035RevenueSubtotalAmt
Total Revenue Per Form990$17,866,035TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$18,144,770TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$18,144,770ExpensesSubtotalAmt
Total Expenses Per Form990$18,144,770TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart X : FIN48 FootnoteFormAndLineReferenceDesc
ExplanationThe 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-than-not be sustained upon examination by taxing authorities. The Organization has analyzed tax positions takenfor 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 effect on the Organization's 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 tax positions at June 30, 2022. 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 (14 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
Alzheimers Association
2290 N First St Suite 101San JoseCA95131942897949$92,879$0Title III-E
Avenidas
4000 Middlefield Road I-2Palo AltoCA94303941480578$164,839$0Title III-E
Bay Area Community Health
40910 Fremont BlvdFremontCA94538237255435$66,080$0Title III-B
Catholic Charity Santa Clara
2625 Zanker RdSan JoseCA95134942762269$544,543$0Title III-B, E, VIIIA & VIIIB,Other
City of San Jose
200 E Santa Clara St 9th FLSan JoseCA95113946000419$11,866$0Title III-B
City of Sunnyvale
550 E Remington DrSunnyvaleCA94087946000043$40,106$0Title III-D
County of Santa Clara
333 West Julian StSan JoseCA95110946000533$5,282,425$0Title III-C
CSA of Mt View & L Altos
204 Stierlin RdMountain ViewCA94043941422465$50,000$0Title III-B
Family Caregiving Alliance
235 Montgomery St SSan FranciscoCA94104942687079$42,502$0Title III-E
Hearts and Minds Activity Cen
2380 Enborg LnSan JoseCA95128$130,712$0Title III-E
Live Oak Adult Day Service
1147 Minnesota AveSan JoseCA95125770069106$276,144$0Title III-B & E
San Jose State University
210 N 4th St 4th FLSan JoseCA95112946017638$52,805$0Title III-D
Senior Adults Legal Assist
1425 Koll Circle 109San JoseCA95112237419761$294,467$0Title III-B & HICAP
The Health Trust
3180 Newberry Dr 200San JoseCA95118946050231$310,548$0Title III-C & D
FieldValueIRS element (for citing)
Total501c3 Org0Total501c3OrgCnt
Total Other Org14TotalOtherOrgCnt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentYes (true)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
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 (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmt
Aneliza Del Pinal
CEO$218,650$218,650
Dung Nguyen
Dir. of Finance$158,087$158,087

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 11b: Form 990 Review ProcessA copy of the Form 990 is provided to the Governing Body after filing.
Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of ConflictsAnnually, the Governing Body reviews the conflict of interest policy for compliance.
Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top ManagementThe CEO Evaluation Committee, comprised of various members of the board, reviews andapproves the compensation of the CEO of the Organization.
Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key EmployeesThe CEO Evaluation Committee, comprised of various members of the board, reviews andapproves the compensation for other officers.
Form 990, Part VI, Line 19: Other Organization Documents Publicly AvailableAdditional 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 SourcewisePrimaryActivitiesTxt
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 OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1Care Access Silicon ValleyBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeqTransactionTypeTxt
Involved$3,022InvolvedAmt
Method Of Amount DeterminationActualMethodOfAmountDeterminationTxt

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