2020-05-20T09:18:55-05:00 2019-06-30 941254756 HOOD & STRONG LLP 275 BATTERY ST STE 900 SAN FRANCISCO CA 94111 990 2018-07-01 237416272 SAMARITAN HOUSE SAMA 6503414081 4031 PACIFIC BLVD SAN MATEO CA 94403 JOLIE BOU CHIEF EXECUTIVE OFFICER 6503414081 2020-05-12 1 MAGA E KISRIEV P01008919 4157810793 12.201.128.66 2020-05-12 18:10:10 PD P 324EE495E5EA55ACDB618541587E7D69582FAC64 0FD9DDE82EC6D4B8065AB7615AF10F25757ED51F 2018 2021-01-29 14:40:06Z BART A CHARLOW 4031 PACIFIC BLVD SAN MATEO CA 94403 14263502 0 X WWW.SAMARITANHOUSESANMATEO.ORG X 1974 CA TO PROVIDE SUPPORTIVE SERVICES FOR ALL MEMBERS OF OUR COMMUNITY IN NEED. 22 22 98 2000 0 0 10865656 13195527 73490 80812 189686 178187 837376 633130 11966208 14087656 0 0 0 0 4948534 5539915 0 0 1089072 6074730 6967352 11023264 12507267 942944 1580389 15629868 17734140 1184081 1583237 14445787 16150903 X WE MOBILIZE THE RESOURCES OF OUR COMMUNITY TO HELP THOSE AMONG US WHO ARE IN NEED. OUR DEDICATED PROFESSIONAL STAFF AND VOLUNTEERS WORK TOGETHER TO PROVIDE FOOD, ACCESS TO SHELTER, HOUSING AND EMERGENCY ASSISTANCE, HEALTHCARE, AND A BROAD RANGE OF SUPPORTIVE SERVICES. WE PRESERVE DIGNITY, PROMOTE SELF-SUFFICIENCY, AND PROVIDE HOPE. 0 0 4279100 0 33210 CLIENT AND FOOD SERVICES: CLIENT ASSISTANCE PROGRAMS PROVIDE A BROAD RANGE OF SERVICES INCLUDING CASE MANAGEMENT, FOOD SERVICES, TRANSPORTATION, FINANCIAL EMPOWERMENT SERVICES, TAX PREPARATION, CHILDREN AND TEEN CLOTHING, BENEFITS ASSISTANCE, INFORMATION AND REFERRALS. THIS PROGRAM PROVIDED CASE MANAGEMENT SERVICES TO 3,352 HOUSEHOLDS. WE FILED TAX RETURNS FOR 225 FAMILIES, RESULTING IN EARNED INCOME TAX CREDITS (EITC) TOTALING $90,064 AS WELL AS CHILD TAX CREDITS (CTC) AND ADDITIONAL CHILD TAX CREDITS (ACTC) TOTALING OF $133,763. OUR HIGH-QUALITY ESSENTIAL FOOD SERVICES INCLUDE 198,377 FRESHLY PREPARED HOT MEALS AND MORE THAN 62,000 BAGS OF GROCERIES WHICH EQUATES TO 1,375,622 MEALS ANNUALLY FOR PEOPLE IN NEED. SAMARITAN HOUSE SERVED OVER 4,200 COMMUNITY MEMBERS, INCLUDING 3,592 CHILDREN AND YOUTH, DURING THE 2018 HOLIDAY PROGRAM. THE KIDS CLOSET DISTRIBUTED 54,206 ITEMS OF NEW AND SLIGHTLY USED CLOTHING TO KIDS AND TEENS. MORE THAN 2,100 NEW BACKPACKS FILLED WITH GRADE-APPROPRIATE SUPPLIES WERE DISTRIBUTED TO FAMILIES TO MAKE SURE THAT KIDS ARE PREPARED FOR SCHOOL. IN ADDITION TO EXPENDITURES LISTED HERE, SAMARITAN HOUSE ALSO SERVES AS THE FISCAL SPONSOR FOR THE SEASON OF SHARING FUND, WHICH DISTRIBUTED MORE THAN $772,283 TO 257 FAMILIES IN EMERGENCY FINANCIAL ASSISTANCE FUNDS TO LOW-INCOME FAMILIES ON BEHALF OF SEVEN NONPROFIT ORGANIZATIONS SERVING UNDUPLICATED REGIONS IN SAN MATEO COUNTY. 2264954 0 54406 FREE MEDICAL AND DENTAL CLINICS: FREE MEDICAL AND DENTAL CLINICS IN SAN MATEO AND REDWOOD CITY PROVIDE MORE THAN 8,955 PATIENT VISITS DURING THE YEAR TO UNINSURED LOW-INCOME INDIVIDUALS. THE TWO CLINICS RELY ON AN INNOVATIVE VOLUNTEER-BASED MODEL OF SERVICE THAT USES VOLUNTEER MEDICAL PROFESSIONALS, INCLUDING PHYSICIANS, NURSES, DENTISTS, NURSE PRACTIONERS, INTERPRETERS, AND OTHER CLINICAL AND ADMINISTRATIVE VOLUNTEERS TO OPERATE THE CLINIC. VOLUNTEERS CONTRIBUTED 9,237 VOLUNTEER HOURS DURING THE YEAR. IN OUR FOOD PHARMACIES AT EACH FREE CLINIC, PHYSICIANS WRITE FOOD PRESCRIPTIONS FOR LOW-INCOME, UNINSURED PATIENTS WITH DIABETES. PATIENTS CAN THEN FILL THEIR PRESCRIPTIONS WEEKLY, BY PICKING UP THE HEALTHY FOOD FOR THEIR WHOLE FAMILY RIGHT AT THE CLINIC WHERE THEY RECEIVE THEIR MEDICAL CARE. THROUGH OUR FOOD PHARMACIES, WE DISTRIBUTED OVER 6,800 BAGS OF FOOD TO MORE THAN 330 HOUSEHOLDS (903 INDIVIDUALS). 1370035 0 0 SAFE HARBOR SHELTER:SAFE HARBOR IS A 90-BED HOMELESS SHELTER PROVIDING EMERGENCY/TRANSITIONAL HOUSING AND SUPPORTIVE SERVICES FOR HOMELESS MEN AND WOMEN. SUPPORTIVE SERVICES INCLUDE: CASE MANAGEMENT, ACCESS TO COMMUNITY SERVICES, EMPLOYMENT AND FINANCIAL COUNSELING, MENTAL HEALTH SERVICES, SUPPORT GROUPS, HEALTH SERVICES, TRANSPORTATION, HYGIENE SUPPLIES, FOOD, BENEFITS ASSISTANCE, HOUSING ASSISTANCE REFERRALS, INFORMATION, REFERRAL AND ACCESS TO OTHER RESOURCES AS NEEDED. A TOTAL OF 31,865 NIGHTS OF SHELTER WERE PROVIDED TO 488 UNDUPLICATED INDIVIDUALS DURING THE YEAR. 2529713 0 30905 HOMELESSNESS PREVENTION SERVICES: HOMELESSNESS PREVENTION SERVICES TARGET FAMILIES AT IMMINENT RISK OF BECOMING HOMELESS. THE PROGRAM PROVIDES RENTAL AND DEPOSIT ASSISTANCE, UTILITY ASSISTANCE, TRANSPORTATION AND OTHER CRITICAL FAMILY NEEDS IN ORDER FOR FAMILIES TO STABLIZE THEIR HOUSING SITUATION. A TOTAL OF 426 FAMILIES WERE PREVENTED FROM BECOMING HOMELESS BY RECEIVING EMERGENCY FINANCIAL ASSISTANCE.WORKER RESOURCE CENTER:PROVIDES A LOCATION FOR TEMPORARY LABORERS AND POTENTIAL EMPLOYERS TO MEET. WORKERS RECEIVE LANGUAGE TRAINING, REFERRALS AND OTHER SUPPORTIVE SERVICES. DURING THE FISCAL YEAR, THERE WERE MORE THAN 5,000 JOBS MATCHED. COORDINATED ENTRY SYSTEM:SAMARITAN HOUSE SERVES AS THE LEAD AGENCY OF THE NEWLY IMPLEMENTED COORDINATED ENTRY SYSTEM (CES) TO PREVENT HOMELESSNESS IN SAN MATEO COUNTY. CES PROVIDES A STANDARDIZED APPROACH TO THE COMPREHENSIVE ASSESSMENT OF THE HOUSING AND SERVICE NEEDS OF HOMELESS INDIVIDUALS AND FAMILIES AND REFERRAL OF SUCH PERSONS TO APPROPRIATE AVAILABLE RESOURCES THAT ARE NEEDED TO END THEIR HOMELESSNESS. DURING THE FISCAL YEAR, THE PROGRAM SERVED 1,837 HOUSEHOLDS. 2529713 0 30905 10443802 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 351 0 1 98 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X X JOLIE BOU 6505230810 4031 PACIFIC BLVD SAN MATEO CA 94403 MIKE AYDELOTT PRESIDENT 2.00 X X 0 0 0 DAVINA HURT VICE PRESIDENT 2.00 X X 0 0 0 SUSAN KETCHAM TREASURER 2.00 X X 0 0 0 JUDITH POWELL PHD SECRETARY 2.00 X X 0 0 0 BRIAN ARMENIO BOARD MEMBER 2.00 X 0 0 0 DUNCAN BEARDSLEY BOARD MEMBER 2.00 X 0 0 0 SOPHIE COLE MD BOARD MEMBER 2.00 X 0 0 0 LARRY P DUGONI BOARD MEMBER 2.00 X 0 0 0 BILL FREEMAN BOARD MEMBER 2.00 X 0 0 0 RONALD GRANVILLE BOARD MEMBER 2.00 X 0 0 0 PHILIP GREGORY BOARD MEMBER 2.00 X 0 0 0 MICHAEL JACKSON BOARD MEMBER 2.00 X 0 0 0 LAURIE MAY BOARD MEMBER 2.00 X 0 0 0 ALEXANDER MOLDANADO MD BOARD MEMBER 2.00 X 0 0 0 MARIA NADEL BOARD MEMBER 2.00 X 0 0 0 LANA PIERCE BOARD MEMBER 2.00 X 0 0 0 SUE RINGOEN BOARD MEMBER 2.00 X 0 0 0 CLIFF ROBBINS BOARD MEMBER 2.00 X 0 0 0 FAYE STAR BOARD MEMBER 2.00 X 0 0 0 JASON TING BOARD MEMBER 2.00 X 0 0 0 MASSY SAFAI MD BOARD MEMBER 2.00 X 0 0 0 RAVI SINHA BOARD MEMBER 2.00 X 0 0 0 BART A CHARLOW CHIEF EXECUTIVE OFFICER 40.00 X 192548 0 15817 JOLIE BOU CHIEF FINANCIAL OFFICER 40.00 X 133453 0 908 JASON WONG DIRECTOR OF CLINIC SERVICES 40.00 X 188188 0 9334 LAURA BENT CHIEF OPERATING OFFICER 40.00 X 130325 0 7361 MARY DUNBAR DIRECTOR OF DEVELOPMENT 40.00 X 120434 0 0 JACKIE MCGRATH ADVANCE SERVICE PROVIDER 40.00 X 106511 0 14029 871459 0 47449 6 0 1 0 THREESPOT LLC 806 7TH STREET NW 201 WASHINGTON DC 20001 WEBSITE DESIGN 140140 1 5177469 8018058 3388500 13195527 DENTAL & OPTOMETRY COPAY 624200 47602 47602 CONTRACTED MEALS 424200 33210 33210 80812 145221 145221 161724 0 161724 161724 161724 68530 35564 32966 32966 32966 564585 140282 424303 424303 9394 0 9394 9394 ADMINISTRATIVE FEES 561000 30905 30905 OTHER REVENUE 900099 6804 6804 37709 14087656 111717 0 780412 570282 432423 74587 63272 4051232 3042139 546850 462243 68483 58665 5110 4708 500648 428877 37354 34417 349270 262272 47146 39852 34029 34029 55150 1530 53620 51512 15251 1988 34273 289618 189913 31163 68542 401527 368808 21325 11394 62428 43156 14789 4483 8589 7466 1123 267405 233760 19067 14578 78319 59732 14082 4505 IN-KIND FOOD/BUS PASSES 3388500 3388500 CLIENT ASSIST FOOD, CLO 1027293 1027105 188 OUTSIDE SERVICES 542629 306342 46540 189747 REPAIRS AND MAINTENANCE 288736 253039 21963 13734 471617 324824 3469 143324 12507267 10443802 974393 1089072 2563376 4350022 1064972 1136539 168436 278890 10699761 3180031 7616299 7519730 4035256 4091579 181529 357380 15629868 17734140 708088 972790 11649 3978 301749 267808 162595 338661 1184081 1583237 X 13497779 15360627 948008 790276 14445787 16150903 15629868 17734140 1580389 124727 0 X 0 1 X 1 1 1 X 9047938 11179001 9535282 10865656 13195527 53823404 9047938 11179001 9535282 10865656 13195527 53823404 3420900 50402504 203570 239145 225297 256028 306945 1230985 224731 326578 408097 506477 580783 2046666 57101055 814732 0.88270 0.71200 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GROSS INCOME FROM FUNDRAISING EVENTS - 2014 AMOUNT: $ 224,731. 2015 AMOUNT: $ 326,578. 2016 AMOUNT: $ 408,097. 2017 AMOUNT: $ 506,477. 2018 AMOUNT: $ 564,585. GROSS INCOME FROM GAMING ACTIVITIES - 2014 AMOUNT: $ 0. 2015 AMOUNT: $ 0. 2016 AMOUNT: $ 0. 2017 AMOUNT: $ 0. 2018 AMOUNT: $ 9,394. OTHER REVENUE - 2014 AMOUNT: $ 0. 2015 AMOUNT: $ 0. 2016 AMOUNT: $ 0. 2017 AMOUNT: $ 0. 2018 AMOUNT: $ 6,804. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1882459 1882459 6697871 2024284 4673587 1072465 342926 729539 832372 658498 173874 214594 154323 60271 7519730 FUNDS HELD IN TRUST 249781 CLIENT ACCOUNTS - SAFE HARBOR 85853 OTHER CURRENT LIABILITIES 3027 338661 X 15868188 124727 1689834 1814561 14053627 34029 34029 14087656 14163072 1689834 1689834 12473238 34029 34029 12507267 PART X, LINE 2: THE ORGANIZATION IS A TAX-EXEMPT ORGANIZATION UNDER THE PROVISIONS OF THE INTERNAL REVENUE CODE, SECTION 501(C)(3), AND THE CALIFORNIA REVENUE AND TAXATION CODE, SECTION 23701D. ACCORDINGLY, NO PROVISION FOR FEDERAL AND STATE INCOME TAXES HAS BEEN REFLECTED IN THESE FINANCIAL STATEMENTS. MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAD MAINTAINED ITS TAX-EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. MAIN EVENT 564585 564585 2430 81829 9920 46103 564585 564585 2430 81829 9920 46103 140282 424303 X X 0 0 0 0 0 0 0 0 0 BART A CHARLOW CHIEF EXECUTIVE OFFICER 192548 0 0 0 0 0 879 0 14938 0 208365 0 0 0 JASON WONG DIRECTOR OF CLINIC SERVICES 188188 0 0 0 0 0 877 0 8457 0 197522 0 0 0 X 318674 FAIR MARKET VALUE X 2 2588786 FAIR MARKET VALUE X 9 400195 FAIR MARKET VALUE X BUS VOUCHERS 1 80845 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THIS COLUMN REPRESENTS THE NUMBER OF DONORS, NOT THE NUMBER OF ITEMS DONATED. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE OF THE BOARD REVIEWS THE FORM 990 BEFORE IT IS FILED AND THE FULL BOARD OF DIRECTORS IS PROVIDED WITH A COMPLETE COPY OF THE RETURN BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE EXECUTIVE AND NOMINATING/GOVERNANCE COMMITTEES OF THE BOARD REVIEW THE CONFLICT OF INTEREST POLICY ANNUALLY. ALL BOARD MEMBERS AND KEY STAFF SIGN A NEW CONFLICT OF INTEREST STATEMENT EACH YEAR. THE FORMS ARE REVIEWED AND KEPT WITH THE BOARD MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS REVIEWED ANNUALLY FOR THE CHIEF EXECUTIVE OFFICER AND THE CHIEF FINANCIAL OFFICER BY THE BOARD EXECUTIVE COMMITTEE AND THE FULL BOARD. COMPARATIVE SALARY DATA IS USED FROM THE NON-PROFIT COMPENSATION ASSOCIATES FAIR PAY FOR NORTHERN CALIFORNIA NON-PROFITS FOR BOTH POSITIONS. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS CONDUCTS AN ANNUAL REVIEW OF THE CHIEF EXECUTIVE DIRECTOR. 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 OR ELECTRONIC REQUEST FOR THE SAME PERIOD OF TIME SET FORTH IN SEC. 6104(D). ANNUAL FINANCIAL STATEMENTS AND ANNUAL TAX FORM 990 ARE POSTED ON ITS WEBSITE.