2021-05-01T16:08:38-05:00 2020-06-30 954557617 Harrington Group CPAs LLP 234 East Colorado Blvd Suite M150 Pasadena CA 91101 990 2019-07-01 952371668 Pathpoint PATH 8059663310 315 West Haley Street No 202 Santa Barbara CA 93101 Michael Franzen Board Chair 8059663310 2021-05-01 1 Carlos A Davis CPA P02037008 6264036801 2019 2022-09-23 18:48:47Z Michael Franzen 315 West Haley Street No 202 Santa Barbara CA 93101 27603041 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. 9 9 1227 9 22597 0 1992489 1444645 24145452 25627315 96594 -56821 94173 77276 26328708 27092415 0 0 0 0 20176720 20378462 0 0 148783 4890024 4942914 25066744 25321376 1261964 1771039 25109577 26421475 11810600 11458916 13298977 14962559 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 10570574 13969437 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 19/20, PathPoint served 804 members of the community towards independence. 5057177 6016447 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 19/20, PathPoint supported 1,461 members of the community towards long-term employment. 4790787 5496230 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 participants independent living skills and household responsibilities such as cooking, cleaning, shopping, and personal care. Participants 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 19/20, PathPoint taught 414 community members towards independent living. 1654293 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. 1654293 22072831 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 52 0 1 1227 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 9 9 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 Gerald Pelton Board Chair 1.00 X X 0 0 0 Michael Franzen Vice-Chair/Treasurer 1.00 X X 0 0 0 Jean Smith Secretary 1.00 X X 0 0 0 Yolanda Bosch Board Member 1.00 X 0 0 0 Stephanie Eubanks Board Member 1.00 X 0 0 0 John Hunt Board Member 1.00 X 0 0 0 Billie Maunz Board Member 1.00 X 0 0 0 Matthew O'Leary Board Member 1.00 X 0 0 0 Edlyn Pena Board Member 1.00 X 0 0 0 Harry Bruell CEO/President 40.00 X 217340 0 42974 Patricia Enger Senior Advisor 30.00 X 142652 0 52524 Jennifer Newbold ED, Behavioral Health 40.00 X 111833 0 7206 Karen Moore ED, Development Department 40.00 X 105647 0 22095 577472 0 124799 4 0 1 0 St Francis Foundation 2323 De La Vina St Suite 104 Santa Barbara CA 93105 Casual Labor 126648 1 967114 477531 27931 1444645 Program Service Fees 900099 24681759 24681759 Room & board 624100 945556 945556 25627315 66042 66042 69689 0 69689 69689 22597 47092 387763 510626 -122863 -122863 -122863 Other Income 900099 7587 7587 7587 27092415 25627315 22597 -2142 674021 671159 2862 15742752 14053037 1614819 74896 183882 174684 8489 709 2327690 2170494 152515 4681 1450117 1265268 178930 5919 5407 5407 77157 1080 76077 110707 86514 1079 23114 395244 328862 49391 16991 1245784 1082940 154409 8435 365042 320740 42347 1955 398745 398745 556781 525298 30359 1124 241768 190852 50496 420 Repair & maintenance 748988 715319 27564 6105 Program supplies 370819 370819 Miscellaneous 213713 170028 42128 1557 Food & food services 105336 105336 107423 107408 15 25321376 22072831 3099762 148783 3251295 4990725 168228 277680 9281 41336 3135273 3317975 123478 64631 20881339 6146757 15345414 14734582 2620737 2516913 455871 477633 25109577 26421475 2302166 2532665 9508434 8926251 11810600 11458916 X 13207650 14805699 91327 156860 13298977 14962559 25109577 26421475 X 1771039 -44116 -63341 X 0 1 X 1 1 1 X 2169797 1519981 2170215 2602599 14404777 22867369 2169797 1519981 2170215 2602599 14404777 22867369 921206 21946163 160778 157871 114282 144164 113134 690229 20603 21160 21930 22597 86290 9340 4847 19074 24673 7587 65521 23709409 114418359 0.92560 0.92320 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10270 29400 39670 25277538 25317208 1000000 250000 0 0 1000000 1000000 2000000 3000000 65641 39670 105311 250000 250000 500000 750000 25112 10270 35382 4273059 4273059 13889553 4063496 9826057 55516 32853 22663 828307 710400 117907 1834904 1340008 494896 14734582 X 27180638 -44116 136507 92391 27088247 4168 4168 27092415 25453715 136507 136507 25317208 4168 4168 25321376 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 4b - Other Adjustments: In-kind materials 4,168. Part XII, Line 4b - Other Adjustments: In-kind materials 4,168. X X 0 1 0 0 0 0 0 0 0 Harry Bruell CEO/President 217340 0 0 0 0 0 20895 0 22079 0 260314 0 0 0 Patricia Enger Senior Advisor 142652 0 0 0 0 0 26842 0 25682 0 195176 0 0 0 Part I, Line 4b PathPoint contribution to 457b Plan: P. Enger - $19,000 H. Bruell - $19,000 X 700 FMV X 5 1109 FMV X 9 24934 FMV X Miscellaneous 5 642 FMV X Office goods 1 300 FMV X Gift cards 4 245 FMV 0 0 0 Part I, Column (b): The number of contributions is based on the quantity of contributors. 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 Vice 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 -63,341.