2019-04-02T18:04:14-05:00 2018-06-30 954557617 Harrington Group CPAs LLP 234 East Colorado Blvd Suite M150 Pasadena CA 91101 990 2017-07-01 952371668 Pathpoint PATH 8059663310 315 West Haley Street No 202 Santa Barbara CA 93101 Michael Franzen Vice Chair 8059663310 2019-04-02 1 Tonetta L Conner CPA P01775198 6264036801 209.133.35.227 2019-04-02 16:04:06 PD P C2C22B4F1B9AA0772E09E87A4EA864779F63AD2A 623C1A5311ADEA2399CFD4C6AFFEBCC78E106A85 2017 2019-02-21 02:37:17Z Gerald Pelton 315 West Haley Street No 202 Santa Barbara CA 93101 24436113 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 8 1017 40 21160 0 1519981 2170215 22186794 22111382 39396 67214 129923 87302 23876094 24436113 0 0 0 0 18237772 19253504 0 0 126823 4896570 4982142 23134342 24235646 741752 200467 22668680 23261020 11332084 11663308 11336596 11597712 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 11079674 10890827 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: 805 4233827 4682270 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: 434 6095549 6585353 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: 646 (with Youth Network Services: 1,008) 21409050 1 1 0 0 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 1 0 0 0 0 0 0 0 0 0 0 0 1 102 0 1 1017 1 1 1 0 0 0 0 0 0 0 0 0 X 9 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X X Juliette Ugartechea VP of Finance 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 Barbara Steveson Board Member 1.00 X 0 0 0 Jeffrey Dodds Board Member 1.00 X 0 0 0 John Hunt Board Member 1.00 X 0 0 0 Michael Zuckerman Board Member 1.00 X 0 0 0 Stephanie Eubanks Board Member 1.00 X 0 0 0 Billie Maunz Board Member 1.00 X 0 0 0 Harry Bruell CEO/President (Start Date 7/17) 40.00 X X 86011 0 6083 Cynthia Burton CEO/President (Retired 10/17) 40.00 X 198652 0 18667 Juliette Ugartechea VP of Finance (Start Date 10/17) 40.00 X 24900 0 733 Patricia Enger COO 40.00 X 167267 0 18268 476830 0 43751 2 0 1 0 0 1590381 579834 8293 2170215 Program Service Fees 900099 21495546 21495546 Room, board, and supervision 900099 615836 615836 22111382 56014 56014 68228 0 68228 68228 47068 21160 11200 0 11200 11200 11200 Other Income 900099 19074 19074 19074 24436113 22158450 21160 86288 574225 565168 9057 14231965 12845041 1323552 63372 432069 154344 275869 1856 2880335 2876172 2958 1205 1134910 993919 131631 9360 302447 302447 79348 17734 61614 17031 17031 166096 164614 482 1000 294573 274023 20550 1216442 1060857 153300 2285 456531 414779 41240 512 397557 397557 505599 478458 27141 269864 212899 56885 80 Repair and Maintenance 712073 681731 18531 11811 Program Supplies 367276 361935 5341 Food and Food Services 72566 72566 Miscellaneous 42502 21704 20798 82237 78270 3573 394 24235646 21409050 2699773 126823 2354337 3087186 124577 171706 25000 214483 2548334 2695989 9971 10963 19395195 5189048 14646058 14206147 2381065 2512720 579338 361826 22668680 23261020 2127012 2765587 9205072 8897721 11332084 11663308 X 11046526 11408010 290070 189702 11336596 11597712 22668680 23261020 X 200467 108151 -47502 X 0 1 X 1 1 1 X 1934494 1990129 2169797 1519981 2170215 9784616 1934494 1990129 2169797 1519981 2170215 9784616 9784616 365869 199914 160778 178474 135442 1040477 13983 -7750 9340 4847 19074 39494 10864587 102411582 0.90060 0.87890 X 4273059 4273059 12562830 3095468 9467362 91610 61862 29748 752216 641546 110670 1715480 1390172 325308 14206147 X 24737975 108151 193711 301862 24436113 0 24436113 24476859 193711 47502 241213 24235646 0 24235646 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 47,502. X X 0 1 0 0 0 0 0 0 0 Cynthia Burton CEO/President (Retired 10/17) 194983 0 0 0 3669 0 11539 0 7128 0 217319 0 0 0 Patricia Enger COO 165648 0 0 0 1619 0 10023 0 8245 0 185535 0 0 0 Part I, Line 4b PathPoint contribution to 457b Plan - C. Burton is $11,539 and P. Enger is $10,023. Jeffrey Dodds Director 24348 Insurance Commission 0 Form 990, Schedule L, Part IV Jeffrey Dodds is an agent for the insurance company that PathPoint acquired its insurance through. Transaction is commission only. 0 0 0 Part I, Column (b): Number of contributions is determined by the number of 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 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 and VP of Finance: 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 is available upon request. Form 990, Part XI, line 9: Contract settlement -47,502.