UNION OF PAN ASIAN COMMUNITIES: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- UNION OF PAN ASIAN COMMUNITIES (EIN 23-7279074)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2017-12-15
- IRS object ID
- 201743499349301374
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-12-15T17:15:37-06:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 930623286 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALDRICH CPAS AND ADVISORS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7676 HAZARD CENTER DRIVE STE 1300 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237279074 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNION OF PAN ASIAN COMMUNITIES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIO | BusinessNameControlTxt |
| Phone | 6192326454 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1031 25TH STREET | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARGARET IWANAGA PENROSE | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 6192326454 | PhoneNum |
| Signature | 2017-12-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELSA A ROMERO | PreparerPersonNm |
| PTIN | P00485021 | PTIN |
| Phone | 6198104940 | PhoneNum |
| Preparation | 2017-12-08 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.30.50.66 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-12-08 | IPDt |
| IP Tm | 11:11:03 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 795BCE7412D541AA438D31F1F28DC93EF2392A6E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4540781F819D939DCEBA31E2F7AC4EFB0C600A5C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-03-14 21:41:22Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARGARET IWANAGA PENROSE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1031 25TH STREET | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,919,625 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UPACSD.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1975 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | IMPROVE WELL-BEING & EDUCATION OF ASIAN, PACIFIC ISLANDER & OTHER ETHNIC COMMUNITIES OF SAN DIEGO. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 182 | TotalEmployeeCnt |
| Total Volunteers | 87 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $403,289 | PYContributionsGrantsAmt |
| CY Contributions Grants | $496,919 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $7,829,859 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $8,364,486 | CYProgramServiceRevenueAmt |
| PY Investment Income | $28 | PYInvestmentIncomeAmt |
| CY Investment Income | $9,858 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$49,262 | PYOtherRevenueAmt |
| CY Other Revenue | -$68,996 | CYOtherRevenueAmt |
| PY Total Revenue | $8,183,914 | PYTotalRevenueAmt |
| CY Total Revenue | $8,802,267 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $49,146 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $36,280 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,942,746 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,600,385 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $28,090 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,028,972 | PYOtherExpensesAmt |
| CY Other Expenses | $3,194,704 | CYOtherExpensesAmt |
| PY Total Expenses | $8,020,864 | PYTotalExpensesAmt |
| CY Total Expenses | $8,831,369 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $163,050 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$29,102 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,854,271 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,126,550 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $683,155 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $982,902 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,171,116 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,143,648 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO IMPROVE THE GENERAL WELL-BEING AND EDUCATION OF THE ASIAN, PACIFIC ISLANDER AND OTHER ETHNIC COMMUNITIES OF SAN DIEGO COUNTY. UPAC RECOGNIZES THE DIVERSE ETHNIC AND CULTURAL IDENTITIES AND STRENGTHS OF THESE COMMUNITIES AND THEIR NEED FOR SELF-SUFFICIENCY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,020,507 | ExpenseAmt |
| Grant | $36,280 | GrantAmt |
| Revenue | $4,236,475 | RevenueAmt |
| Desc | ADULT AND OLDER ADULT MENTAL HEALTH - PROVIDE MENTAL HEALTH SERVICES FOR ADULTS, OLDER ADULTS AND TRANSITION-AGED YOUTH (AGES 18-24) INCLUDING PREVENTION AND EARLY INTERVENTION, OUTREACH AND EDUCATION, CRISIS INTERVENTION, PSYCHIATRIC EVALUATION, INDIVIDUAL AND GROUP PSYCHOTHERAPY, CASE MANAGEMENT, MEDICATION MANAGEMENT AND SUPPORT EMPLOYMENT SERVICES. DURING THE FISCAL YEAR ENDED ON JUNE 30, 2017, WE SERVED APPROXIMATELY 8,253 CLIENTS WITH 24,993 VISITS.RAMP UP 2 WORK IS AN INNOVATIVE SUPPORTED AND SUBSIDIZED EMPLOYMENT PROGRAM THAT AIMS TO EXPAND THE BREATH OF EMPLOYMENT OPPORTUNITIES FOR TRANSITION AGE YOUTH (TAY) AND ADULT AND OLDER ADULT (AOA) INDIVIDUALS WITH SEVERE MENTAL ILLNESS (SMI) THROUGHOUT THE COUNTY OF SAN DIEGO. A COLLABORATION BETWEEN UPAC, PATHWAYS AND NAMI SAN DIEGO, RAMP UP 2 WORK SEEKS TO PROMOTE SELF-DETERMINATION AND EMPOWERMENT BY ENCOURAGING EMPLOYMENT OR BUSINESS DEVELOPMENT IN THE AREAS OF INTEREST TO THE PARTICIPANT. RAMP UP 2 WORK PROMOTES AWARENESS ABOUT MENTAL HEALTH AND CO-OCCURRING DISORDERS AND ITS IMPACT ON EMPLOYMENT TO CREATE GREATER INCLUSION OF INDIVIDUALS WITH MENTAL ILLNESS INTO THE COMMUNITY. DURING THE FISCAL YEAR ENDED ON JUNE 30, 2017, WE SERVED 105 CLIENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,196,522 | ExpenseAmt |
| Revenue | $2,314,511 | RevenueAmt |
| Desc | CHILD AND ADOLESCENT MENTAL HEALTH PROGRAMS: CHILDREN'S MENTAL HEALTH (CMH) IS AN OUTPATIENT, CLINIC-BASED AND SCHOOL-BASED PROGRAM WHICH PROVIDES MENTAL HEALTH, CASE MANAGEMENT AND PSYCHIATRIC SERVICES TO MEDI-CAL BENEFICIARIES AND UNINSURED, AGES 5 TO 20 IN THE CENTRAL AND SOUTHEAST REGIONS AND NORTH COUNTY OF SAN DIEGO COUNTY. THE PROGRAM COLLABORATES WITH AND PROVIDES SERVICES AT 15 SCHOOLS IN THE CENTRAL AND 4 SCHOOLS IN NORTH COUNTY REGIONS OF SAN DIEGO COUNTY. SERVICES ALSO INCLUDE AN INTENSIVE CASE MANAGEMENT FSP PROGRAM. THE CMH PROGRAM HAS THE ALCOHOL AND DRUG FSP PROGRAM TO INTEGRATE ALCOHOL AND DRUG COUNSELOR TO MENTAL HEALTH SERVICES TO IDENTIFY AND SCREEN CLIENTS WHO EXHIBIT SUBSTANCE USE PROBLEMS. DURING THE FISCAL YEAR ENDED ON JUNE 30, 2017, WE SERVED APPROXIMATELY 354 CLIENTS WITH 5,522 VISITS.ALLIANCE FOR COMMUNITY EMPOWERMENT (ACE) IS DESIGNED TO PROVIDE DIRECT SERVICES TO CHILDREN AT RISK AND THEIR FAMILIES AND COMMUNITY VIOLENCE RESPONSE TEAM SERVICES IN RESPONSE TO ACTS OF VIOLENCE, INTIMIDATION, AND INCREASING TRENDS OF VIOLENCE. ACE PROVIDES SERVICES THAT INCREASE FAMILY, YOUTH, AND COMMUNITY RESILIENCY IN NEIGHBORHOODS THAT ARE HOTSPOTS FOR GANG ACTIVITY, DRUG USE AND DEALING AND VIOLENCE. ACE PROGRAM HAS THE MENTAL HEALTH CRISIS COUNSELOR TO IDENTIFY AND SCREEN CLIENTS WHO EXHIBIT MENTAL HEALTH ISSUES AND ASSIST WITH INTERVENTIONS TO PREVENT OR DIMINISH THE DEVELOPMENT OF MENTAL HEALTH DISORDERS. ACE PROVIDES SERVICES IN THE CENTRAL REGION OF SAN DIEGO. DURING THE FISCAL YEAR ENDED ON JUNE 30, 2017, WE SERVED 265 UNDUPLICATED CLIENTS AND 70 PRE-EXISTING DIRECT SERVICE CLIENTS WITH 148 MOBILE REPONSES AND 265 COMMUNITY OUTREACH HOURS.MULTICULTURAL COMMUNITY COUNSELING (MCC) PROVIDES INTENSIVE OUTPATIENT BEHAVIORAL HEALTH SERVICES, CASE MANAGEMENT, PSYCHOTHERAPY, CRISIS INTERVENTION, AND MEDICATION MANAGEMENT FOR SERIOUSLY EMOTIONALLY DISTURBED (SED) CHILDREN AGES 5-20 AND FAMILIES UTILIZING A COMPREHENSIVE APPROACH THAT IS COMMUNITY BASED, CLIENT AND FAMILY DRIVEN, TRAUMA INFORMED, AND CULTURALLY COMPETENT. THE FOCUS OF THIS PROGRAM IS TO PROVIDE SERVICES TO UNDERSERVED ASIAN AND PACIFIC ISLANDER (API) AND LATINO SED CLIENTS WITH EMPHASIS ON API. MCC COVERS THE CENTRAL AND NORTH CENTRAL REGIONS OF SAN DIEGO COUNTY. DURING THE FISCAL YEAR ENDED ON JUNE 30, 2017, WE SERVED 162 CLIENTS WITH 3,031 VISITS, 98 SCREENINGS AND 716 COMMUNITY OUTREACH CONTACTS.YOUTH BUSINESS ENTERPRISE - YOUTH BUSINESS SQUAD IS A COLLABORATION OF DIVERSE SAN DIEGO CITY HEIGHTS YOUTH COMING TOGETHER TO DESIGN AND MARKET HIGH QUALITY PRINTED PRODUCTS TO RAISE FUNDS THAT WILL AID LOCAL CAUSES AND REFUGEE CAMPS AROUND THE WORLD. THE YOUTH ARE A COMBINATION OF AMERICAN BORN AND REFUGEES, AND ARE COMMITTED TO EFFORTS THAT WILL SUPPORT PEOPLE AND POPULATIONS IN NEED GLOBALLY AND LOCALLY. YOUTH BUSINESS ENTERPRISE WILL TEACH YOUTH THE NECESSARY ENTREPRENEURIAL SKILLS NEEDED TO COMPETE IN THE SMALL BUSINESS WORLD. THESE SKILLS INCLUDE: BUSINESS FORMATION, ANALYZING FINANCIAL STATEMENTS, PRODUCT AND QUALITY CONTROL, INVENTORY MEASURES, AND MARKETING. THESE CONCEPTS WILL BE APPLIED AND TESTED THROUGH AN ACTUAL PRINTING BUSINESS WHERE THE YOUTH WILL BE DIRECTLY INVOLVED IN BUSINESS OVERSIGHT AND ADMINISTRATION. DURING THE FISCAL YEAR ENDED ON JUNE 30, 2017, WE SERVED 70 YOUTHS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,410,163 | ExpenseAmt |
| Revenue | $1,485,913 | RevenueAmt |
| Desc | ALCOHOL & DRUG TREATMENT & RECOVERY SERVICES - PROGRAM PROVIDES ALCOHOL AND OTHER DRUG TREATMENT, RECOVERY AND EDUCATION TO ADULTS AND ADOLESCENTS. AOD SERVICES INCLUDE GROUP COUNSELING, CRISIS INTERVENTION, INDIVIDUAL AND FAMILY COUNSELING, RELAPSE PREVENTION, STRESS MANAGEMENT, CASE MANAGEMENT, TRANSLATION, INTERPRETATION AND EMPLOYMENT ASSISTANCE. DURING THE FISCAL YEAR ENDED ON JUNE 30, 2017, WE SERVED 450 YOUTH AND ADULTS WITH 12,746 TREATMENT VISITS AND 2,634 RECOVERY VISITS.UPAC PROBLEM GAMBLING PREVENTION TECHNICAL ASSISTANCE AND TRAINING (GTA) RAISES AWARENESS ABOUT PROBLEM GAMBLING ISSUES AND TREATMENT RESOURCES. FUNDED BY THE CALIFORNIA OFFICE OF PROBLEM GAMBLING, THROUGH THE NATIONAL ASIAN PACIFIC AMERICAN FAMILIES AGAINST SUBSTANCE ABUSE (NAPAFASA), FREE CONSULTATIONS, TRAINING WORKSHOPS, AND OUTREACH ARE PROVIDED TO HEALTHCARE PROVIDERS, EDUCATORS, AND NON-PROFIT ORGANIZATIONS. DURING THE FISCAL YEAR ENDED ON JUNE 30, 2017, THE PROJECT PROVIDED 71 CONSULTATIONS AND 111 TRAININGS, AND CONDUCTED 208 OUTREACH ACTIVITIES, TOTALING 1,862.50 TECHNICAL ASSISTANCE HOURS TO 1,965 PARTICIPANTS WHO ATTENDED CONSULTATIONS AND TRAININGS.UPAC PROBLEM GAMBLING INTENSIVE OUTPATIENT TREATMENT PROGRAM (PG-IOP) PROVIDES GAMBLING ADDICTION TREATMENT FOR ANY ADULT RESIDENT OF CALIFORNIA. FUNDED BY THE CALIFORNIA OFFICE OF PROBLEM GAMBLING (OPG), THROUGH THE UCLA GAMBLING STUDIES PROGRAM, NO-COST COUNSELING IS PROVIDED TO THE GAMBLER IN THE FORM OF EDUCATIONAL AND PROCESS GROUPS, ONE-ON-ONE COUNSELING WITH A LICENSED CALGETS CLINICIAN, AND CASE MANAGEMENT SERVICES AS NEEDED. DURING THE FISCAL YEAR ENDED ON JUNE 30, 2016, THE PROGRAM SERVED 36 NEW CLIENTS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $310,887 | ExpenseAmt |
| Revenue | $327,587 | RevenueAmt |
| Desc | CHILDREN & YOUTH DEVELOPMENT & PREVENTION SERVICES - PROVIDE PROGRAMS AND SERVICES THAT HELP PREVENT PROBLEMS TO WHICH TODAY'S YOUTH ARE SUSCEPTIBLE, SUCH AS TEEN PREGNANCY, DRUG AND ALCOHOL ABUSE, VIOLENCE, SUICIDE AND GANG INVOLVEMENT. SERVICES INCLUDE AFTER-SCHOOL, PARENT INVOLVEMENT, READING PROGRAM AND VIOLENCE PREVENTION PROGRAMS. DURING THE FISCAL YEAR ENDED ON JUNE 30, 2017, THE PRIME TIME PROGRAM ENROLLED 1,704 CHILDREN MORNING AND EVENING SESSIONS AND THERE WERE 24,493 ATTENDANCES. HOUSING COUNSELING SERVICES - THE HOMEOWNERSHIP COUNSELING PROGRAM PROVIDES INDIVIDUAL COUNSELING AND GROUP EDUCATION SESSIONS TO RAISE AWARENESS ABOUT FINANCIAL LITERACY, FAIR HOUSING, AND THE BENEFITS OF HOME OWNERSHIP, AS WELL AS ASSISTS POTENTIAL BUYERS TO BECOME WELL INFORMED ABOUT THE HOME PURCHASING PROCESS. DURING THE FISCAL YEAR ENDED ON JUNE 30, 2017, THE HOMEOWNERSHIP COUNSELING PROGRAM ASSISTED 31 CLIENTS IN ONE-ON-ONE COUNSELING FOR PRE-PURCHASES. THERE WERE 57 ATTENDEES AT THE EDUCATION PRE-PURCHASES WORKSHOPS.SENIOR SERVICES - DURING THE FISCAL YEAR ENDED ON JUNE 30, 2017, THE SENIOR NUTRITION PROGRAM PROVIDED NUTRITION EDUCATION, AS WELL AS CULTURALLY APPROPRIATE AND NUTRITIOUS MEALS TO SENIORS AT SEVERAL CONGREGATE SITES IN THE COUNTY OF SAN DIEGO. THE PROGRAM SERVED 10,678 MEALS TO 1,179 ELDERLY IN THE NUTRITION PROGRAM.COMMUNITY DEVELOPMENT & OTHER - PROVIDE PRIVATE AND PUBLIC SECTOR CLIENTS WITH CULTURALLY AND LINGUISTICALLY APPROPRIATE POSTERS, BROCHURES, PAMPHLETS, CURRICULUM AND OTHER EDUCATIONAL PROMOTIONAL PRODUCTS. PROMOTE THE UNDERSTANDING OF CULTURAL DIFFERENCES AND ENHANCE CULTURAL KNOWLEDGE AND ADAPTING SERVICES TO MEET CULTURALLY UNIQUE NEEDS. PROVIDE COLLEGE SCHOLARSHIPS TO STUDENTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $310,887 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $327,587 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $7,938,079 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 68 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 182 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARGARET IWANAGA PENROSE PRESIDENT & CEO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6192326454 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1031 25TH STREET | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92102 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JACK TOAN | ||||||
| BOARD CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DALE K LIEU MD | ||||||
| TREASURER/SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BEY-LING SHA PHD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAISY S HOM CPA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BOBBIE OUDINARATH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARGARET IWANAGA PENROSE | ||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | $105,046 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $105,046 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PATHWAYS COMMUNITY SERVICES | |||||
| 4281 KATELLA AVE SUITE 201 | LOS ALAMITOS | CA | 90720 | SUBCONTRACTOR | $252,579 |
| NAMI SAN DIEGO | |||||
| 5095 MURPHY CANYON RD 320 | SAN DIEGO | CA | 92123 | SUBCONTRACTOR | $177,184 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $777 | FederatedCampaignsAmt |
| Fundraising | $118,088 | FundraisingAmt |
| All Other Contributions | $378,054 | AllOtherContributionsAmt |
| Total Contributions | $496,919 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| FEES & CONTRACTS | 900099 | $8,336,118 | $8,336,118 |
| PROGRAM SERVICES | 561000 | $28,368 | $28,368 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $8,364,486 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29 | TotalRevenueColumnAmt |
| Exclusion | $29 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $53,791 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $43,962 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,829 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,829 | TotalRevenueColumnAmt |
| Exclusion | $9,829 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $4,400 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $118,088 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $73,396 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$68,996 | TotalRevenueColumnAmt |
| Exclusion | -$68,996 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,802,267 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,364,486 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$59,138 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,280 | TotalAmt |
| Program Services | $31,280 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,000 | TotalAmt |
| Program Services | $5,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,148 | TotalAmt |
| Management And General | $105,148 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,488,234 | TotalAmt |
| Program Services | $4,169,677 | ProgramServicesAmt |
| Management And General | $302,410 | ManagementAndGeneralAmt |
| Fundraising | $16,147 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,072 | TotalAmt |
| Program Services | $4,039 | ProgramServicesAmt |
| Management And General | $31 | ManagementAndGeneralAmt |
| Fundraising | $2 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $657,056 | TotalAmt |
| Program Services | $608,665 | ProgramServicesAmt |
| Management And General | $48,032 | ManagementAndGeneralAmt |
| Fundraising | $359 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $345,875 | TotalAmt |
| Program Services | $315,953 | ProgramServicesAmt |
| Management And General | $28,717 | ManagementAndGeneralAmt |
| Fundraising | $1,205 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,866 | TotalAmt |
| Management And General | $68,866 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,760 | TotalAmt |
| Management And General | $38,760 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $999,062 | TotalAmt |
| Program Services | $918,971 | ProgramServicesAmt |
| Management And General | $80,091 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,568 | TotalAmt |
| Program Services | $33,424 | ProgramServicesAmt |
| Management And General | $144 | ManagementAndGeneralAmt |
| Fundraising | $2,000 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $265,418 | TotalAmt |
| Program Services | $236,959 | ProgramServicesAmt |
| Management And General | $23,444 | ManagementAndGeneralAmt |
| Fundraising | $5,015 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,510 | TotalAmt |
| Program Services | $110,517 | ProgramServicesAmt |
| Management And General | $40,847 | ManagementAndGeneralAmt |
| Fundraising | $146 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $668,614 | TotalAmt |
| Program Services | $640,509 | ProgramServicesAmt |
| Management And General | $26,342 | ManagementAndGeneralAmt |
| Fundraising | $1,763 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,546 | TotalAmt |
| Program Services | $139,893 | ProgramServicesAmt |
| Management And General | $8,182 | ManagementAndGeneralAmt |
| Fundraising | $471 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,412 | TotalAmt |
| Management And General | $2,412 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $216,865 | TotalAmt |
| Program Services | $194,259 | ProgramServicesAmt |
| Management And General | $21,996 | ManagementAndGeneralAmt |
| Fundraising | $610 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,925 | TotalAmt |
| Program Services | $74,956 | ProgramServicesAmt |
| Management And General | $7,639 | ManagementAndGeneralAmt |
| Fundraising | $330 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CLIENT ASSISTANCE | $404,255 | $404,255 | $0 | $0 |
| TRAINING/STAFF DEVELOPM | $34,017 | $32,090 | $1,885 | $42 |
| OTHER EXPENSES | $31,599 | $5,115 | $26,484 | $0 |
| EQUIPMENT AND REPAIRS | $26,286 | $6,940 | $19,346 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,001 | TotalAmt |
| Program Services | $5,577 | ProgramServicesAmt |
| Management And General | $14,424 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,831,369 | TotalAmt |
| Program Services | $7,938,079 | ProgramServicesAmt |
| Management And General | $865,200 | ManagementAndGeneralAmt |
| Fundraising | $28,090 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,243 | BOYAmt |
| EOY | $153,378 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,919 | BOYAmt |
| EOY | $138,772 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,494,640 | BOYAmt |
| EOY | $1,737,699 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,740 | BOYAmt |
| EOY | $4,913 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,754 | BOYAmt |
| EOY | $67,007 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,711,464 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,770,651 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,006,043 | BOYAmt |
| EOY | $940,813 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,932 | BOYAmt |
| EOY | $83,968 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,854,271 | BOYAmt |
| EOY | $3,126,550 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $683,155 | BOYAmt |
| EOY | $792,752 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $190,150 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $683,155 | BOYAmt |
| EOY | $982,902 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,783,029 | BOYAmt |
| EOY | $1,701,983 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $363,087 | BOYAmt |
| EOY | $416,665 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,000 | BOYAmt |
| EOY | $25,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,171,116 | BOYAmt |
| EOY | $2,143,648 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,854,271 | BOYAmt |
| EOY | $3,126,550 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$29,102 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,634 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $459,755 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $304,930 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $364,019 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $403,289 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $496,919 | CurrentTaxYearAmt |
| Total | $2,028,912 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $459,755 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $304,930 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $364,019 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $403,289 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $496,919 | CurrentTaxYearAmt |
| Total | $2,028,912 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $794,631 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,234,281 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $31 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $223 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29 | CurrentTaxYearAmt |
| Total | $342 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,545 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $70,373 | CurrentTaxYearMinus3YearsAmt |
| Total | $79,918 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,109,172 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $36,761,521 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.58520 | PublicSupportCY170Pct |
| Public Support PY170 | 0.59310 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,100 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,118 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $250 | OtherExpendituresAmt |
| End Year Balance | $29,968 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,968 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$1,618 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $250 | OtherExpendituresAmt |
| End Year Balance | $28,100 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,131 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$913 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $250 | OtherExpendituresAmt |
| End Year Balance | $29,968 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,319 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3,870 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,058 | OtherExpendituresAmt |
| End Year Balance | $31,131 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,950 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,305 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $936 | OtherExpendituresAmt |
| End Year Balance | $28,319 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.83420 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.16580 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,000 | OtherCostOrOtherBasisAmt |
| Book Value | $10,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $205,368 | OtherCostOrOtherBasisAmt |
| Depreciation | $205,368 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,011,789 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,312,912 | DepreciationAmt |
| Book Value | $698,877 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $484,307 | OtherCostOrOtherBasisAmt |
| Depreciation | $252,371 | DepreciationAmt |
| Book Value | $231,936 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $940,813 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $8,817,317 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,634 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $13,416 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $15,050 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,802,267 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,802,267 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,844,785 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $13,416 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $13,416 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,831,369 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,831,369 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | UPAC HAS A BENEFICIAL INTEREST IN ENDOWMENT FUNDS THAT ARE HELD AT SAN DIEGO FOUNDATION THAT ARE TO BE USED FOR SCHOLARSHIPS. |
| PART X, LINE 2: | UPAC FOLLOWS ACCOUNTING STANDARDS GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA RELATED TO THE RECOGNITION OF UNCERTAIN TAX POSITIONS. UPAC RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS AS PART OF THE STATEMENT OF ACTIVITIES, WHEN APPLICABLE. MANAGEMENT HAS DETERMINED THAT UPAC HAS NO UNCERTAIN TAX POSITIONS AT JUNE 30, 2017 AND 2016 AND THEREFORE, NO AMOUNTS HAVE BEEN ACCRUED. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ANNUAL DINNER | Event1Nm |
| Gross Receipts Event1 | $122,488 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $118,088 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $4,400 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $49,881 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $13,707 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $9,808 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $122,488 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $118,088 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $4,400 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $49,881 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $13,707 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $9,808 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $73,396 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$68,996 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| CHINESE FOR AFFIRMATIVE ACTION | |||||||
| 17 WALTER U LUM PLACE | SAN FANCISCO | CA | 94108 | 942161304 | 501(C)(3) | $5,000 | SPONSORSHIP |
| KYOTO SYMPOSIUM | |||||||
| PO BOX 3303 | LA JOLLA | CA | 920383303 | 203117897 | 501(C)(3) | $5,000 | SPONSORSHIP |
| SAN DIEGO JAPANESE AMERICAN CITIZENS LEAGUE | |||||||
| 9617 TOWNVIEW LANE | SAN DIEGO | CA | 92120 | 956117694 | 501(C)(3) | $5,000 | SPONSORSHIP |
| SAN DIEGO REGIONAL CHAMBER OF COMMERCE | |||||||
| 402 WEST BROADWAY | SAN DIEGO | CA | 92101 | 951184680 | 501(C)(6) | $5,000 | SPONSORSHIP |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIP | GrantTypeTxt |
| Recipient | 1 | RecipientCnt |
| Cash Grant | $5,000 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I PART III: | FormAndLineReferenceDesc |
| Explanation | DURING THE FISCAL YEAR ENDED JUNE 30, 2016, THE ORGANIZATION SENT OUT A MULTIPLE-YEAR SCHOLARSHIP APPLICATION TO HIGH SCHOOLS, COMMUNITY COLLEGES AND UNIVERSITIES COUNTY WIDE AND SELECTED ONE STUDENT TO WHOM THEY WOULD PROVIDE THE SCHOLARSHIP. THE SECOND YEAR OF THIS SCHOLARSHIP WAS GRANTED DURING THE FISCAL YEAR ENDED JUNE 30, 2017. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | AN ELECTRONIC COPY OF THE DRAFT FORM 990 WAS CIRCULATED TO THE AUDIT COMMITTEE CHAIR, THE AUDIT COMMITTEE CHAIR FORWARDED ANY COMMENTS OR CONCERNS TO THE CHIEF EXECUTIVE OFFICER. THE CHIEF EXECUTIVE OFFICER FORWARDED THE DRAFT FORM 990 TO ALL MEMBERS OF UPACS BOARD OF DIRECTORS TO REVIEW AND FORWARD THEIR COMMENTS TO THE CHIEF EXECUTIVE OFFICER. A REVISED DRAFT FORM 990 WAS THEN PREPARED AND AN ELECTRONIC COPY WAS CIRCULATED TO ALL MEMBERS OF UPACS BOARD OF DIRECTORS FOR ADDITIONAL REVIEW AND COMMENT. THE CHIEF EXECUTIVE OFFICER FORWARDED THE DIRECTORS COMMENTS TO THE PREPARER FOR FINAL REVISION OF THE FORM 990 BEFORE FILING. THESE REVIEWS WERE CONDUCTED ON THE BASE 990 FORM AND ALL SCHEDULES AND OTHER ATTACHMENTS. |
| FORM 990, PART VI, SECTION B, LINE 12C | UPAC REQUIRES ALL OFFICERS AND DIRECTORS UPON APPOINTMENT, AND PERIODICALLY AS CONSIDERED NECESSARY BY THE BOARD, TO AFFIRM IN WRITING THEIR UNDERSTANDING AND CONFORMANCE WITH UPACS WRITTEN CONFLICT OF INTEREST POLICY. THIS POLICY REQUIRES THAT OFFICERS AND DIRECTORS REPORT ANY POTENTIAL CONFLICTS OF INTEREST TO THE BOARD CHAIR WHO IN TURN REPORTS THE MATTER TO THE BOARD. IF THE CONFLICT INVOLVES THE BOARD CHAIR, HE OR SHE REPORTS IT TO THE PRESIDENT AND CEO, WHO IN TURN REPORTS IT TO THE BOARD. THE BOARD WILL DETERMINE WHETHER AN ACTUAL OR PERCEIVED CONFLICT EXISTS AND IDENTIFY STEPS TO MITIGATE OR ELIMINATE THE CONFLICT. THE PARTY WHO DISCLOSES A POTENTIAL CONFLICT OF INTEREST CANNOT PARTICIPATE IN THE BOARD DELIBERATIONS OR DISCUSSION REGARDING ANY MATTERS RELATED TO THE REPORTED CONFLICT OF INTEREST AND IS RECUSED FROM VOTING ON SUCH MATTERS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE HUMAN RESOURCES ADMINISTRATOR REFERS TO THE "CENTER FOR NONPROFIT MANAGEMENT" ANNUAL PUBLICATION, COMPENSATION AND BENEFITS SURVEY, FOR COMPENSATION INFORMATION. THE PUBLICATION SURVEYS OVER 300 NON-PROFIT AGENCIES IN SOUTHERN AND CENTRAL CALIFORNIA. SALARIES FOR OVER 100 POSITIONS, INCLUDING CEO/EXECUTIVE/TOP MANAGEMENT ARE PUBLISHED. THIS SURVEY, ALONG WITH AVAILABLE BUDGET AND EMPLOYEE PERFORMANCE, ARE USED TO DETERMINE COMPENSATION FOR THE CEO AND OTHER KEY EMPLOYEES, IF ANY. |
| FORM 990, PART VI, SECTION C, LINE 19 | UPAC'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST TO THE CHIEF EXECUTIVE OFFICER AND CAN BE SENT VIA E-MAIL OR US MAIL, AT NO CHARGE. COPIES ARE AVAILABLE FOR IN-PERSON INSPECTION AT UPAC'S MAIN OFFICE. |
| FORM 990, PART IX, LINE 11G | SUBCONTRACTORS: PROGRAM SERVICE EXPENSES 578,842. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 578,842. CONSULTING: PROGRAM SERVICE EXPENSES 340,129. MANAGEMENT AND GENERAL EXPENSES 51,657. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 391,786. PAYROLL AND BANK FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 28,434. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 28,434. |
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