2023-04-24T11:39:54-05:00 2022-06-30 941254756 HOOD & STRONG LLP 60 SO MARKET ST STE 200 SAN JOSE CA 95113 990 2021-07-01 770160469 LIFEMOVES LIFE 6506855880 181 CONSTITUTION DRIVE MENLO PARK CA 94025 PAUL SIMPSON CFO 6506855880 2023-04-20 1 PAUL SIMPSON 999009999 JACOB YAU P01560332 4089988400 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z AUBREY MERRIMAN 181 CONSTITUTION DRIVE MENLO PARK CA 94025 78489797 0 X LIFEMOVES.ORG X 1987 CA TO HELP HOMELESS FAMILIES AND INDIVIDUALS RETURN TO STABLE HOUSING AND SELF-SUFFICIENCY. 13 13 503 8000 0 0 62790419 63001164 209286 196560 1343923 178085 -16225 -16027 64327403 63359782 10160706 10363876 0 0 26043900 28223118 0 0 3051202 9389688 11116399 45594294 49703393 18733109 13656389 61706864 76223433 16630730 19756606 45076134 56466827 X LIFEMOVES PROVIDES INTERIM HOUSING AND SUPPORTIVE SERVICES FOR HOMELESS FAMILIES AND INDIVIDUALS TO RAPIDLY RETURN TO STABLE HOUSING AND ACHIEVE LONG-TERM SELF-SUFFICIENCY. 0 0 30962268 7687054 187435 SHELTER & SUPPORTIVE SERVICES: DURING FY22, LIFEMOVES SERVED 7,064 CLIENTS AND PROVIDED OVER 288,000 NIGHTS OF SHELTER ACROSS OUR 26 FACILITIES IN SAN MATEO AND SANTA CLARA COUNTIES. OUR PROGRAMS AND SERVICES ARE EFFECTIVE: 82% OF FAMILIES WHO ENGAGED IN LIFEMOVES SHELTER PROGRAMS AND 65% OF ALL WHO ENGAGED IN ANY LIFEMOVES SHELTER PROGRAM EXITED TO STABLE HOUSING. 7666080 1900892 0 SERVICES FOR CHRONICALLY HOMELESS INDIVIDUALS: DURING FY22, THE LIFEMOVES HOMELESS OUTREACH TEAM SERVED 1,022 UNSHELTERED HOMELESS INDIVIDUALS LIVING ON THE STREETS, PROVIDING SERVICES AND SUPPORTS DESIGNED TO HELP THEM MOVE THEM OFF THE STREET AND INTO SHELTERS AND/OR PERMANENT HOUSING. IN ADDITION, LIFEMOVES PROVIDED 574 HOMELESS INDIVIDUALS WITH DROP-IN SERVICES INCLUDING BASIC NECESSITIES, HOT MEALS, AND CASE MANAGEMENT. BECAUSE OUR CHRONICALLY HOMELESS CLIENTS ARE DIFFICULT TO SERVE, HAVE LONG HISTORIES OF HOMELESSNESS, OFTEN HAVE CRIMINAL HISTORIES, AND HAVE ALIENATED THEIR FAMILIES AND SUPPORT NETWORKS, THEY HAVE MANY BARRIERS TO BECOMING STABLY HOUSED AND SUSTAINING THAT HOUSING. OUR OUTREACH AND DROP-IN CASE MANAGERS HELP OUR HOMELESS CLIENTS BRIDGE THOSE BARRIERS TO SECURING AND SUSTAINING STABLE HOUSING. 2118266 525249 0 SERVICES FOR VETERANS: DURING FY22, LIFEMOVES SERVED 248 VETERAN HOUSEHOLDS, CONSISTING OF 332 INDIVIDUALS (INCLUDING 54 MINOR CHILDREN) IN LIFEMOVES SHELTERS. WE IMPLEMENT A "NO FAIL" POLICY WITH EACH AND EVERY VETERAN HOUSEHOLD AND OUR COMPREHENSIVE SERVICE DELIVERY MODEL THAT HELPS CLIENTS ADDRESS ALL OF THEIR HOUSING BARRIERS, INCLUDING - ESPECIALLY FOR OUR VETERAN CLIENTS - BEHAVIORAL HEALTH ISSUES. 847299 250681 137526 OUTREACH AND OTHER SHELTER SERVICES - LIFEMOVES CONTINUES TO BE THE LARGEST PROVIDER OF HOMELESS SHELTERS SERVING ADULTS AND CHILDREN IN SILICON VALLEY. 847299 250681 137526 41593913 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 300 0 1 503 1 0 0 0 0 0 0 0 0 0 1 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X DAVID ANAYA 6506855880 181 CONSTITUTION DRIVE MENLO PARK CA 94025 PATRICK HERON CHAIR 5.00 0.00 X X 0 0 0 JOE STOCKWELL CHAIR EMERITUS 5.00 0.00 X X 0 0 0 MELISSA SELCHER VICE CHAIR 2.50 0.00 X X 0 0 0 JULIE GRUBER SECRETARY 2.50 0.00 X X 0 0 0 GREG ECKERT TREASURER 3.00 0.00 X X 0 0 0 PASTOR PAUL BAINS BOARD MEMBER 2.00 0.00 X 0 0 0 SARAH BOISSEREE BOARD MEMBER (THRU 6/15/22) 1.00 0.00 X 0 0 0 CHRISTINA CORPUS BOARD MEMBER 1.00 0.00 X 0 0 0 TIFFANY HONG BOARD MEMBER 2.50 0.00 X 0 0 0 AHMED KHATIB BOARD MEMBER 3.00 0.00 X 0 0 0 MAY TOPPER BOARD MEMBER 2.00 0.00 X 0 0 0 SCOTT GOREE BOARD MEMBER 2.50 0.00 X 0 0 0 LAUREN KOENIG BOARD MEMBER 2.50 0.00 X 0 0 0 GENE TODD BOARD MEMBER 1.50 0.00 X 0 0 0 PAMELA WEISS BOARD MEMBER (THRU 6/15/22) 1.00 0.00 X 0 0 0 MARTHA JOSEPH BOARD MEMBER (THRU 6/15/22) 1.00 0.00 X 0 0 0 ELIZABETH FUNK BOARD MEMBER (THRU 2/23/22) 1.00 0.00 X 0 0 0 AMANDA RIDDLE BOARD MEMBER (THRU 9/29/21) 0.80 0.00 X 0 0 0 AUBREY MERRIMAN CEO 40.00 0.00 X 202162 0 11987 PAUL SIMPSON CFO 40.00 0.00 X 172969 0 12147 KATHERINE FINNIGAN CHIEF DEVELOPMENT OFFICER 40.00 0.00 X 186946 0 23178 BRIAN GREENBERG VICE PRESIDENT, PROGRAMS & SERVICES 40.00 0.00 X 188539 0 21272 MICHELE OGATA DIRECTOR OF FINANCE (THRU 10/14/21) 40.00 0.00 X 140930 0 12135 JOANNE PRICE VICE PRESIDENT, REAL ESTATE OPS 40.00 0.00 X 179608 0 15970 AMY WRIGHT VICE PRESIDENT, PRINCIPAL GIFTS 40.00 0.00 X 159915 0 13653 JEFF GALIPEAUX VICE PRESIDENT, HUMAN RESOURCES 40.00 0.00 X 137160 0 11544 1368229 0 121886 28 0 1 0 MOTEL 6 1101 SHOREWAY RD BELMONT CA 94002 LODGING 1996713 PACIFICA MOTOR INN 200 ROCKAWAY BEACH AVE PACIFICA CA 94044 LODGING 368461 COMFORT INN & SUITES SOUTH SAN FRANCISCO 121 E GRAND AVE SAN FRANCISCO CA 94080 LODGING 362032 BOHANNON TRUST PARTNERSHIP II SIXTY 31ST AVENUE SAN MATEO CA 94403 FACILITY RENTAL 340624 SRGNC CRES II LLC 901 MARINERS ISLAND BLVD 7TH FLOOR SAN MATEO CA 94404 CONSTRUCTION 262000 10 70000 1057547 28055473 33818144 18366394 63001164 PROGRAM SERVICE FEES 624200 196560 196560 196560 192795 192795 14970677 200 14985587 0 -14910 200 -14710 -14710 0 1057547 144428 -144428 -144428 MISCELLANEOUS INCOME 900099 128401 128401 128401 63359782 324961 0 33657 10363876 10363876 609388 609388 19399960 16271454 1505517 1622989 320583 268616 25447 26520 6084677 5029435 558685 496557 1808510 1481869 176594 150047 234453 234453 60654 60654 2998531 1680888 1140087 177556 157708 109799 40496 7413 825129 470363 227992 126774 2839718 2634246 106209 99263 185160 171196 11637 2327 79448 79448 1853265 1776082 42766 34417 261906 241768 11187 8951 COMMUNICATIONS 1033686 631930 155949 245807 EQUIPMENT & FURNITURE 254630 254064 411 155 EQUIPMENT LEASES 90003 86213 2100 1690 242108 42666 148706 50736 49703393 41593913 5058278 3051202 155951 154809 10642008 6642001 5768306 10125111 205893 244642 53201966 14802218 36560412 38399748 7958451 19723621 120941 656251 294902 277250 61706864 76223433 5591950 5219634 959212 871877 117896 76354 1208674 5007041 8752998 8581700 16630730 19756606 X 37794107 36681201 7282027 19785626 45076134 56466827 61706864 76223433 13656389 -2248044 -17652 0 X 0 1 X 1 1 1 X 23780813 29784930 38132957 62790419 63001164 217490283 23780813 29784930 38132957 62790419 63001164 217490283 9300943 208189340 92808 145792 133350 167684 192795 732429 101929 80166 74431 256526 218479238 1686473 0.95290 0.98800 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING REVENUE - 2017 AMOUNT: $ 101,929. 2018 AMOUNT: $ 80,166. 2019 AMOUNT: $ 74,431. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 10174369 10174369 34701329 12997711 21703618 5007402 1168016 3839386 2335351 297294 2038057 983515 339197 644318 38399748 REFUNDABLE ADVANCES 8581700 8581700 X 61084411 -2248044 50524 -2197520 63281931 60654 17197 77851 63359782 49693718 68176 -17197 50979 49642739 60654 60654 49703393 PART IV, LINE 2B: CLIENTS AT LIFEMOVES' EMERGENCY AND TRANSITIONAL SHELTERS ARE NOT REQUIRED TO PAY RENT. LIFEMOVES REQUESTS THAT ITS CLIENTS DEPOSIT A PORTION OF THEIR EARNINGS INTO A HOUSING ACCOUNT. THE HOUSING ACCOUNT MAY BE USED TO OFFSET DAMAGES TO THE FACILITIES OR OTHER COSTS, BUT IS GENERALLY RETURNED TO THE CLIENT WHEN THEY EXIT THE LIFEMOVES' FACILITY. PART X, LINE 2: LIFEMOVES IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND FROM CALIFORNIA INCOME TAX UNDER SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE. THEREFORE, NO PROVISION IS MADE FOR CURRENT OR DEFERRED INCOME TAXES. LIFEMOVES HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE IRC. MANAGEMENT EVALUATED LIFEMOVES' TAX POSITIONS AND CONCLUDED THAT LIFEMOVES HAD MAINTAINED ITS TAX-EXEMPT STATUS AND HAD NOT TAKEN UNCERTAIN TAX POSITIONS THAT REQUIRED ADJUSTMENT TO THE FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES RECLASSIFIED TO REVENUE 17,197. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES RECLASSIFIED TO REVENUE -17,197. FALL BREAKFAST 2021 811171 811171 17000 76970 RIDE TO END HOMELESSNESS 2021 231376 231376 39608 1 15000 15000 10850 1057547 1057547 17000 127428 144428 -144428 1 FOOD, SHELTER, CLOTHING 45577 8545431 877128 FMV FOOD, CLOTHING TRANSPORTATION & AUTO RELATED 2644 129596 CHILDREN SUPPLIES, TOYS, PROGRAMS 316 2544 326341 FMV TOYS, BOOKS, CRIBS, OTHER CHILDREN'S ITEMS GROCERY STORE GIFT CARDS, SUPPLIES, FURNITURE, COUNSELING, UTILITIES 4338 271131 211705 FMV GIFT CARDS, FURNITURE, MEDICAL SUPPLIES, TOILETRIES PART I, LINE 2: CLIENTS MUST MEET CERTAIN ELIGIBILITY REQUIREMENTS TO PARTICIPATE IN OUR PROGRAMS. THESE REQUIREMENTS MAY DIFFER FROM PROGRAM TO PROGRAM. HOWEVER, ALL ELIGIBILITY IS DOCUMENTED ON HOMELESS MANAGEMENT INFORMATION SYSTEM AND/OR CASE NOTES KEPT FOR ALL CLIENTS. X X X 0 0 0 0 0 0 0 0 0 AUBREY MERRIMAN CEO 201962 0 200 0 0 0 0 0 11987 0 214149 0 0 0 KATHERINE FINNIGAN CHIEF DEVELOPMENT OFFICER 186746 0 200 0 0 0 3086 0 20092 0 210124 0 0 0 BRIAN GREENBERG VICE PRESIDENT, PROGRAMS & SERVICES 188339 0 200 0 0 0 5443 0 15829 0 209811 0 0 0 JOANNE PRICE VICE PRESIDENT, REAL ESTATE OPS 179408 0 200 0 0 0 1796 0 14174 0 195578 0 0 0 PAUL SIMPSON CFO 162769 0 10200 0 0 0 3483 0 8664 0 185116 0 0 0 AMY WRIGHT VICE PRESIDENT, PRINCIPAL GIFTS 159715 0 200 0 0 0 4797 0 8856 0 173568 0 0 0 MICHELE OGATA DIRECTOR OF FINANCE (THRU 10/14/21) 140930 0 0 0 0 0 4228 0 7907 0 153065 0 0 0 X 175355 FMV X 1 9000 FMV X 11 15656292 FMV X 509 786379 FMV X EQUIPMENT 3 1344893 FMV X TOYS 208 326341 FMV X GIFT CARDS AND CERTIFICATES 73 50638 FMV X MISCELLANEOUS 114 17496 FMV 0 0 1 0 PART I, COLUMN (B): THIS COLUMN REPRESENTS THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY THE ACCOUNTING FIRM. THE CONTROLLER AND THE ACCOUNTANT WORKED WITH MEMBERS OF THE MANAGEMENT TEAM IN THE PREPARATION. THE FORM 990 WAS REVIEWED BY THE CONTROLLER, CFO, AND CEO, AND WAS PROVIDED TO THE COMPLETE BOARD OF DIRECTORS PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD PERIODICALLY REVIEWS THE COMPANY POLICY TO ENSURE THAT THERE ARE NO BOARD CONFLICTS OF INTEREST. THE CEO AND CFO OVERSEE AND COMMUNICATE THE POLICY TO ALL STAFF AND MANAGEMENT TO ENSURE AWARENESS AND COMPLIANCE WITH NO CONFLICTS OF INTEREST. ANY ACTUAL, POTENTIAL OR PERCEIVED CONFLICT OF INTEREST MUST BE DISCLOSED BY THE EMPLOYEE TO THE HUMAN RESOURCES DEPARTMENT. FAILURE TO ADHERE TO THIS POLICY, INCLUDING FAILURE TO DISCLOSE ANY CONFLICTS, WILL RESULT IN DISCIPLINARY ACTION, UP TO AND INCLUDING IMMEDIATE DISCHARGE. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS INCLUDES REVIEWING COMPARATIVE DATA. BENCHMARK DATA IS REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD PRIOR TO ANY COMPENSATION DECISIONS MADE. REVIEWING THE SALARY SCALE IS A PART OF THE ANNUAL BUDGET PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. ANNUAL AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE OR UPON WRITTEN REQUEST FOR THE SAME PERIOD OF TIME SET FORTH IN SEC. 6104(D). VENDOME LLC 181 CONSTITUTION DRIVE MENLO PARK CA 94025 475194291 PERMANENT SUPPORTIVE HOUSING FOR INDIVIDUALS CA 306369 146671 LIFEMOVES FAMILY CROSSROADS LLC 181 CONSTITUTION DRIVE MENLO PARK CA 94025 475204080 TRANSITIONAL HOUSING AND SUPPORTIVE SERVICES FOR HOMELESS FAMILIES CA 279238 2898227 LIFEMOVES HOMESAFE SAN JOSE LP 1400 PARKMOOR AVENUE SUITE 190 SAN JOSE CA 95126 770579995 TO CONSTRUCT AND OPERATE A LOW-INCOME APARTMENT CA LIFEMOVES RELATED -71 701458 0 1 0.00050 HOMESAFE SANTA CLARA LP 1400 PARKMOOR AVENUE SUITE 190 SAN JOSE CA 95126 770560333 TO CONSTRUCT AND OPERATE A LOW-INCOME APARTMENT CA LIFEMOVES RELATED -86 157492 0 1 0.00050 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0