2022-05-12T14:10:01-05:00 2021-06-30 954557617 Harrington Group CPAs LLP 2698 Mataro Street Pasadena CA 91107 990 2020-07-01 952371668 Pathpoint PATH 8059663310 315 West Haley Street No 202 Santa Barbara CA 93101 Michael Franzen Board Chair 8059663310 2022-05-12 1 Michael Franzen 999009999 Carlos A Davis CPA P02037008 6264036801 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z Michael Franzen 315 West Haley Street No 202 Santa Barbara CA 93101 25763376 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 11 969 20 5055 0 1444645 1794658 25627315 23821699 -56821 70466 77276 58734 27092415 25745557 0 0 0 0 20378462 17745032 0 0 93534 4942914 5061908 25321376 22806940 1771039 2938617 26421475 30188794 11458916 11740030 14962559 18448764 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 9044936 13391895 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 environment. 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 20/21, PathPoint served 772 individuals of the Community Integration Services. 4861845 5492456 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 20/21, PathPoint supported 720 community members in Independent Living Services. 4063974 4178119 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 20/21, PathPoint supported 750 members of the community towards long-term employment. 1590889 806796 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. 1590889 806796 19561644 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 41 0 1 969 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 X Rosa Hernandez Controller 8059663310 315 West Haley Street No 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 Jean Smith 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 Board Member (Start 12/20) 1.00 X 0 0 0 John Hunt Board Member 1.00 X 0 0 0 Billie Maunz Board Member (End 10/20) 1.00 X 0 0 0 Matthew O'Leary Board Member 1.00 X 0 0 0 Edlyn Pena PhD Board Member 1.00 X 0 0 0 Anne-Natasha Pickney Board Member (Start 5/21) 1.00 X 0 0 0 Harry Bruell CEO/President 40.00 X 204790 0 17728 Matthew Motomazie Vice President of Finance 40.00 X 77110 0 1706 Jennifer Newbold ED, Behavioral Health 40.00 X 117506 0 6901 Mark Maynard Chief People Officer 40.00 X 116306 0 11659 Karen Moore ED, Development Department 40.00 X 115993 0 21178 Patricia Enger Senior Advisor 20.00 X 103988 0 22109 735693 0 81281 5 0 1 0 0 1338833 455825 160259 1794658 Program Service Fees 990009 22815152 22815152 Room & Board 624100 1006547 1006547 23821699 65416 65416 70441 17819 52622 52622 47567 5055 5050 0 5050 5050 5050 Other Income 900099 6112 6112 6112 25745557 23869266 5055 76578 313584 301270 12314 13770173 11855643 1869276 45254 254178 228101 25459 618 2190376 1945440 238695 6241 1216721 1036155 176338 4228 151282 135959 14793 530 61567 61567 19478 19478 220399 209240 10920 239 856878 752723 99806 4349 54615 54615 1471793 1242449 223265 6079 175275 173218 2057 65079 55752 9327 365664 364669 995 583336 559996 23340 249598 193544 55908 146 Program supplies 504207 490899 13308 Food & food services 108961 108772 189 Miscellaneous 65104 58510 6366 228 Dues & subscriptions 41133 35194 5939 67539 60765 6774 22806940 19561644 3151762 93534 4990725 7233528 277680 194354 41336 0 3317975 4252538 64631 117661 21294334 6722092 14734582 14572242 2477020 3272554 39893 51709 477633 494208 26421475 30188794 2532665 3054751 8926251 8685279 11458916 11740030 X 14805699 18184323 156860 264441 14962559 18448764 26421475 30188794 X 2938617 680201 -132613 X 0 1 X 1 1 1 X 1519981 2170215 2602599 14404777 4487679 25185251 1519981 2170215 2602599 14404777 4487679 25185251 25185251 157871 114282 144164 113134 75491 604942 20603 21160 21930 22597 22874 109164 4847 19074 24673 7587 6112 62293 25961650 115199621 0.97010 0.92560 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10270 50469 60739 22758964 22819703 1000000 250000 0 0 1000000 1000000 1000000 3000000 4500000 65641 39670 60739 166050 250000 250000 250000 750000 1125000 25112 10270 10270 45652 4273059 4273059 14112751 4421388 9691363 64906 34433 30473 868293 755396 112897 1975325 1510875 464450 14572242 X 26524824 680201 81247 17819 779267 25745557 0 25745557 22906006 81247 17819 99066 22806940 0 22806940 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 17,819. Part XII, Line 2d - Other Adjustments: Rental expenses 17,819. X X 0 1 0 0 0 0 0 0 0 Harry Bruell CEO/President 204790 0 0 0 0 0 4136 0 13592 0 222518 0 0 0 Part I, Line 4b PathPoint contribution to 457b Plan: P. Enger - $1,602 X 2 1360 FMV X 10 158899 FMV 0 0 0 Part I, Column (b): The number of contributions are based on the number of contributors or donors. Form 990, Part VI, Section B, line 11b The Form 990 is provided to the Board of Directors prior to the applicable Board meeting for review. At the Board meeting it is reviewed, accepted and signed by the 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 of Directors reviews salary surveys comparing comparable sized companies, similar cost of living areas and type of industry and length of service. Form 990, Part VI, Section C, line 19 Financial Statements, Governing documents and the Conflict of Interest policy are available upon request. Form 990, Part XI, line 9: Contract settlement -132,613.