2020-04-01T15:04:49-05:00 2019-06-30 954557617 Harrington Group CPAs LLP 234 East Colorado Blvd Suite M150 Pasadena CA 91101 990 2018-07-01 952371668 Pathpoint PATH 8059663310 315 West Haley Street No 202 Santa Barbara CA 93101 Michael Franzen Vice Chair 8059663310 2020-04-01 1 Carlos A Davis CPA P02037008 6264036801 209.133.35.227 2020-04-01 13:03:54 PD P 623C1A5311ADEA2399CFD4C6AFFEBCC78E106A85 0B4F3B71C2EC911E577D967EDC65E3E555B204AC 2018 2020-09-23 17:36:50Z Gerald Pelton 315 West Haley Street No 202 Santa Barbara CA 93101 26329058 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. 10 10 1133 10 21930 0 2170215 1992489 22111382 24145452 67214 96594 87302 94173 24436113 26328708 0 0 0 0 19253504 20176720 0 0 114029 4982142 4890024 24235646 25066744 200467 1261964 23261020 25109577 11663308 11810600 11597712 13298977 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 10027393 12454846 Community Integration Services: Using a person-centered approach, PathPoint supports people with developmental disabilities through programs offered during the day, five days a week. Programs help individuals learn new skills, achieve goals, and participate in community life. Community Integration Services provide vocational training, work-readiness assistance, and community access skills. PathPoint's Community Integrated Services are designed to prevent isolation and stagnation in the community, and work to expose individuals to new learning opportunities in a safe and supportive environment. Number of persons served: 876 5493602 6308481 Employment Services: PathPoint's employment services include assessments, work training, internships, job coaching, supported employment, and direct job placement. Individuals develop job skills and find meaningful employment in their community. People with developmental disabilities gain increased vocational, mobility, communication, self-advocacy, and money management skills while working in local businesses with satisfied employers. Number of persons served: 1,265 (with Youth Network Services: 386) 4611948 5382125 Independent Living Services: PathPoint provides supportive housing services to people with developmental disabilities in order to help them reach their goals of living independently in their community. Individuals have the opportunity to live in their own home while working with staff on basic living skills such as cooking, cleaning, shopping, personal care, and more. People supported by PathPoint's Independent Living programs take charge in maintaining their own housing and enhancing their quality of life. Number of persons served: 677 1823251 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. 1823251 21956194 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 56 0 1 1133 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 10 10 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 Accounting Manager 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 (Start 12/18) 1.00 X 0 0 0 Jeffrey Dodds 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 Barbara Steveson Board Member 1.00 X 0 0 0 Michael Zuckerman Board Member 1.00 X 0 0 0 Harry Bruell CEO/President 40.00 X 192011 0 29994 Juliette Ugartechea VP of Finance (End 4/19) 40.00 X 116776 0 20625 Patricia Enger COO 30.00 X 136871 0 44394 Lynn Storey Senior Advisor 40.00 X 100966 0 39690 Jennifer Newbold ED, Behavioral Health 40.00 X 104534 0 6505 651158 0 141208 5 0 1 0 St Francis Foundation 2323 De La Vina St Suite 104 Santa Barbara CA 93105 Casual Labor 115704 1 1368439 624050 39111 1992489 Program Service Fees 900099 23224659 23224659 Room, board, and supervision 900099 920793 920793 24145452 95324 95324 69500 0 69500 69500 47570 21930 1620 350 1270 1270 1270 Other Income 900099 24673 24673 24673 26328708 24193022 21930 121267 528928 526927 2001 15388217 13760368 1573928 53921 270746 246684 23178 884 2732029 2510556 213178 8295 1256800 1103880 148667 4253 52625 52625 77554 1470 76084 17229 17229 95725 94253 1472 400131 319256 47890 32985 1171859 981381 184170 6308 452011 406125 45720 166 447299 447299 544472 510744 33728 230585 177255 52939 391 Repair & maintenance 644193 621273 22920 Program supplies 445400 445400 Miscellaneous 113867 81342 28019 4506 Food & food services 101966 101966 95108 94317 472 319 25066744 21956194 2996521 114029 3087186 3251295 171706 168228 214483 9281 2695989 3135273 10963 123478 21378904 6033490 14206147 15345414 2512720 2620737 361826 455871 23261020 25109577 2765587 2302166 8897721 9508434 11663308 11810600 X 11408010 13207650 189702 91327 11597712 13298977 23261020 25109577 X 1261964 26089 413212 X 0 1 X 1 1 1 X 1990129 2169797 1519981 2170215 2602599 10452721 1990129 2169797 1519981 2170215 2602599 10452721 10452721 199914 160778 178474 135442 144164 818772 -7750 9340 4847 19074 24673 50184 11321677 108297404 0.92320 0.90060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25112 40529 65641 25001103 25066744 1000000 250000 0 0 1000000 1000000 1500000 65641 65641 250000 250000 375000 25112 25112 4273059 4273059 14364868 3838232 10526636 101458 68165 33293 775912 688439 87473 1863607 1438654 424953 15345414 X 26489796 26089 134999 161088 26328708 0 26328708 25241779 134999 40036 175035 25066744 0 25066744 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 XII, Line 2d - Other Adjustments: Contract Settlement 40,036. X X 1 1 0 0 0 0 0 0 0 Harry Bruell CEO/President 192011 0 0 0 0 0 0 0 29994 0 222005 0 0 0 Patricia Enger COO 136871 0 0 0 0 0 8682 0 35712 0 181265 0 0 0 Part I, Lines 4a-b PathPoint contribution to 457b Plan - P. Enger is $8,682. J. Ugartechea received $10,061 as a severance payment in May 2019. X 39111 FMV 0 0 0 Part I, Column (b): The number of contributions is based on the number of individual contributions. 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 are made available to the public via Guidestar.org and upon request. Governing documents and the Conflict of Interest policy are available upon request. Form 990, Part XI, line 9: Contract settlement -40,036. Transfer of assets due to acquisition 453,248.