FRANCISCAN WORKERS OF JUNIPERO SERRA: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- FRANCISCAN WORKERS OF JUNIPERO SERRA (EIN 77-0081240)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202513189349304686
- Schema version
- 2024v5.2
- 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 | 2025-11-14T10:24:38-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 582487348 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Aprio Advisory Group LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 Post Street Suite 200 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770081240 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Franciscan Workers of Junipero Serra | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRAN | BusinessNameControlTxt |
| Phone | 8312779108 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 Soledad Street | AddressLine1Txt |
| City | Salinas | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 939022027 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jill Allen | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 8312779108 | PhoneNum |
| Signature | 2025-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Stacy Cullen | PreparerPersonNm |
| PTIN | P00974308 | PTIN |
| Phone | 4157774488 | PhoneNum |
| Preparation | 2025-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Jill Allen | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 Soledad Street | AddressLine1Txt |
| City | Salinas | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 939022027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,508,883 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.dorothysplace.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1985 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | With love, respect and compassion, the Franciscan Workers of Junipero Serra provide essential services and transitional support to people experiencing the injustice of homelessness and extreme poverty. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 45 | TotalEmployeeCnt |
| Total Volunteers | 675 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,438,404 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,425,222 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $44,791 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $82,202 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,035 | PYInvestmentIncomeAmt |
| CY Investment Income | $87 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $1,372 | CYOtherRevenueAmt |
| PY Total Revenue | $3,486,230 | PYTotalRevenueAmt |
| CY Total Revenue | $3,508,883 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $617,220 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $450,490 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,540,564 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,763,914 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $151,548 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $765,798 | PYOtherExpensesAmt |
| CY Other Expenses | $773,401 | CYOtherExpensesAmt |
| PY Total Expenses | $3,923,582 | PYTotalExpensesAmt |
| CY Total Expenses | $2,987,805 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$437,352 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $521,078 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,427,766 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,856,915 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $221,127 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $129,198 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,206,639 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,727,717 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | With love, respect and compassion, the Franciscan Workers of Junipero Serra provide essential services and transitional support to people experiencing the injustice of homelessness and extreme poverty. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $135,224 | ExpenseAmt |
| Grant | $33 | GrantAmt |
| Desc | Dorothy's Drop-In CenterThe mission of Franciscan Workers and the goal of Dorothy's Place programs is to provide basic needs, essential services and transitional support that move people that are chronically homeless into housing. We serve clients that have multiple barriers and disabilities. Commonly, 90% of our clients require mental health or addiction intervention. We continue to focus on basic needs, safe shelter, transitional programming and data gathering and research that not only creates an evidence base that informs our services, but also stimulates community discussion on the greatest challenge of assisting chronically homeless people into housing, that of meeting unaddressed health needs. We provide healthcare coordination through CalAIAM where homeless, marginalized, and others who are our clients can meet basic hygiene needs (shower & laundry), be treated at our weekly health clinic, and access other services that are geared towards helping them live with greater health and dignity (mail, phone clothing, activities, and volunteering). We serve unsheltered adults, with and without families with basic needs, and our community health workers assist with the social determinants of health, including building a portfolio for each consumer with current ID, birth certificate, disability status and income status, to prepare them for healthcare coordination and housing navigation. We report healthcare coordination and housing assistance through CalAIM to record consumer progress into housing as data to develop an evidence base. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $876,178 | ExpenseAmt |
| Grant | $450,457 | GrantAmt |
| Desc | Dorothy's KitchenWe serve smiles, gentle conversation, hugs, and an atmosphere of family. Dorothy's Kitchen open at 8:30 every morning for a hot breakfast for our guests, serving approximately 300 people each day. The Kitchen also serves a hot lunch every day of the week a 1:00. Upwards of 400 free meals are served daily. On special occasions, such as Thanksgiving, we exceed that number and will serve nearly 1,000 meals. Emergency food boxes are distributed between 10:00-11:00 a.m. Mondays through Fridays. There is no charge, obligation (other than good behavior), or discrimination. We don't ask names or request IDs. Those who come are our guests, and are treated with hospitality, like family. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $588,169 | ExpenseAmt |
| Revenue | $82,202 | RevenueAmt |
| Desc | House of Peace Supportive HousingHouse of Peace (HOP) is a residential program for individuals who have experienced the trauma of long-term homelessness. The program has two shared living locations, 12 rooms at Soledad Street and 14 rooms at Jefferson Street. Bachelor's level social workers and housing navigators provide case management that includes CalAIM Medi-Cal enhanced care management and housing support benefits that are reimbursed by Central California Alliance for Health. As of November 2023, HOP also receives ongoing HUD funding for its permanent supportive housing program. HOP is a low-barrier housing program, accepting participants regardless of income, immigration, or sobriety status. Residents of HOP represent the most vulnerable unsheltered people in our area. All residents have complex needs and live with a combination of physical disability, mental illness, history of abuse, and substance addiction disorder. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,061,067 | ExpenseAmt |
| Revenue | $1,372 | RevenueAmt |
| Desc | Streets to Homes - Provides social case management, healthcare coordination and housing navigation to chronically unsheltered adults, primarily in Salinas, but in other communities in Monterey County as needed. The program has eight social workers and one housing navigators that work with approximately 130 individuals in developing person-centric plans to advance into housing and better health.Additionally, Streets To Homes conducts comprehensive encampment outreach, delivering social services and medical aid directly to individuals at encampment sites who may feel uncomfortable accessing Dorothy's Place or leaving their belongings unattended for appointments. The Streets To Homes Multidisciplinary Encampment Outreach (STHEO) team is composed of two community health workers, two social worker/housing navigators, and volunteer doctors and nurses,comprising the sole encampment outreach team in Monterey County with medical expertise. Our Housing First approach is trauma-informed and acknowledges the dignity, unique needs, and agency of each person. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,061,067 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $1,372 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $2,660,638 | 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 |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| 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 | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | 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 With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | 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 | 14 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 45 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Luis Valor | PersonNm |
| Phone | 8312779108 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 Soledad Street | AddressLine1Txt |
| City | Salinas | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 939022027 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| Clarie Borges | ||||||
| President | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Daniel Griffee | ||||||
| Vice President | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Alfred Munoz | ||||||
| Treasurer/CFO | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Steve Nejasmich | ||||||
| Secretary | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Ronnie Thompson | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Martin Vonnegut | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Samantha Young | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Kaiqi Hua | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Jill Allen | ||||||
| Executive Director | 40.00 | Yes (X) | $110,000 | $0 | $650 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $110,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $650 | 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 |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,348,278 | GovernmentGrantsAmt |
| All Other Contributions | $2,076,944 | AllOtherContributionsAmt |
| Noncash Contributions | $460,012 | NoncashContributionsAmt |
| Total Contributions | $3,425,222 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Rental Income | 900099 | $52,423 | $52,423 |
| Program Fees | 900099 | $29,779 | $29,779 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $82,202 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $87 | TotalRevenueColumnAmt |
| Exclusion | $87 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Income | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,372 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,372 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,372 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,508,883 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $83,574 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $87 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $450,490 | TotalAmt |
| Program Services | $450,490 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,651 | TotalAmt |
| Program Services | $103,227 | ProgramServicesAmt |
| Management And General | $3,525 | ManagementAndGeneralAmt |
| Fundraising | $3,899 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,286,339 | TotalAmt |
| Program Services | $1,200,044 | ProgramServicesAmt |
| Management And General | $40,975 | ManagementAndGeneralAmt |
| Fundraising | $45,320 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $257,555 | TotalAmt |
| Program Services | $240,277 | ProgramServicesAmt |
| Management And General | $8,204 | ManagementAndGeneralAmt |
| Fundraising | $9,074 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,369 | TotalAmt |
| Program Services | $101,875 | ProgramServicesAmt |
| Management And General | $3,367 | ManagementAndGeneralAmt |
| Fundraising | $4,127 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,409 | TotalAmt |
| Program Services | $6,131 | ProgramServicesAmt |
| Management And General | $2,991 | ManagementAndGeneralAmt |
| Fundraising | $3,287 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,088 | TotalAmt |
| Program Services | $34,136 | ProgramServicesAmt |
| Management And General | $16,652 | ManagementAndGeneralAmt |
| Fundraising | $18,300 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,594 | TotalAmt |
| Program Services | $35,374 | ProgramServicesAmt |
| Management And General | $17,256 | ManagementAndGeneralAmt |
| Fundraising | $18,964 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,898 | TotalAmt |
| Program Services | $2,597 | ProgramServicesAmt |
| Management And General | $575 | ManagementAndGeneralAmt |
| Fundraising | $7,726 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,471 | TotalAmt |
| Program Services | $2,063 | ProgramServicesAmt |
| Management And General | $2,939 | ManagementAndGeneralAmt |
| Fundraising | $7,469 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,407 | TotalAmt |
| Program Services | $10,200 | ProgramServicesAmt |
| Management And General | $3,207 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,400 | TotalAmt |
| Program Services | $20,400 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,644 | TotalAmt |
| Program Services | $13,205 | ProgramServicesAmt |
| Management And General | $1,242 | ManagementAndGeneralAmt |
| Fundraising | $1,197 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,550 | TotalAmt |
| Program Services | $988 | ProgramServicesAmt |
| Management And General | $2,562 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,303 | TotalAmt |
| Program Services | $39,900 | ProgramServicesAmt |
| Management And General | $1,212 | ManagementAndGeneralAmt |
| Fundraising | $2,191 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,107 | TotalAmt |
| Program Services | $82,126 | ProgramServicesAmt |
| Management And General | $6,611 | ManagementAndGeneralAmt |
| Fundraising | $7,370 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Utilities | $139,732 | $128,226 | $7,384 | $4,122 |
| Guest Assistance | $82,386 | $82,386 | ||
| Repair & Maintenance | $50,865 | $47,452 | $1,619 | $1,794 |
| Operating Supplies & Se | $49,197 | $45,897 | $1,567 | $1,733 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,350 | TotalAmt |
| Program Services | $13,644 | ProgramServicesAmt |
| Management And General | $53,731 | ManagementAndGeneralAmt |
| Fundraising | $14,975 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,987,805 | TotalAmt |
| Program Services | $2,660,638 | ProgramServicesAmt |
| Management And General | $175,619 | ManagementAndGeneralAmt |
| Fundraising | $151,548 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $328,136 | BOYAmt |
| EOY | $799,041 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $262,145 | BOYAmt |
| EOY | $273,012 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $9,180 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,892 | BOYAmt |
| EOY | $13,561 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,230,404 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $469,283 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $785,593 | BOYAmt |
| EOY | $761,121 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,000 | BOYAmt |
| EOY | $1,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,427,766 | BOYAmt |
| EOY | $1,856,915 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $165,041 | BOYAmt |
| EOY | $94,242 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,516 | BOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,570 | BOYAmt |
| EOY | $30,456 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $4,500 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $221,127 | BOYAmt |
| EOY | $129,198 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $779,945 | BOYAmt |
| EOY | $1,417,661 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $426,694 | BOYAmt |
| EOY | $310,056 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,206,639 | BOYAmt |
| EOY | $1,727,717 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,427,766 | BOYAmt |
| EOY | $1,856,915 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $521,078 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
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 | $1,651,399 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,222,042 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,307,867 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,438,404 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,425,222 | CurrentTaxYearAmt |
| Total | $14,044,934 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,651,399 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,222,042 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,307,867 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,438,404 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,425,222 | CurrentTaxYearAmt |
| Total | $14,044,934 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $68,406 | SubstantialContributorsTotAmt |
| Public Support Total170 | $13,976,528 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $471 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,035 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,866 | CurrentTaxYearAmt |
| Total | $33,405 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $1,372 | CurrentTaxYearAmt |
| Total | $1,372 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $14,079,711 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $618,690 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99270 | PublicSupportCY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
| Public Support PY509 | 0.73360 | PublicSupportPY509Pct |
| Investment Income PY | 0.00020 | InvestmentIncomePYPct |
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
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $160,518 | OtherCostOrOtherBasisAmt |
| Book Value | $160,518 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $902,040 | OtherCostOrOtherBasisAmt |
| Depreciation | $379,375 | DepreciationAmt |
| Book Value | $522,665 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $147,308 | OtherCostOrOtherBasisAmt |
| Depreciation | $70,001 | DepreciationAmt |
| Book Value | $77,307 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,538 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,907 | DepreciationAmt |
| Book Value | $631 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $761,121 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rental Deposits | Desc |
| Amt | $4,500 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,500 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X, Line 2: | FormAndLineReferenceDesc |
| Explanation | The Organization is exempt from income tax under IRC section 501(c)(3). The Organization has processes presently in place to ensure the maintenance of its tax-exempt status; to identify and report unrelated business income; and to determine its filing and tax obligations. The Organization has no unrelated business income and management has analyzed tax positions taken and has concluded that there are no material uncertain tax positions that require recognition or disclosure in the consolidated financial statements. The Organization is no longer subject to income tax examinations for tax years up to and including 2021. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Food | GrantTypeTxt |
| Recipient | 412 | RecipientCnt |
| Non Cash Assistance | $450,490 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | Providing Food Bags | NonCashAssistanceDesc |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $12,622 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 116 | ContributionCnt |
| Noncash Contributions Rpt F990 | $447,390 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | Form 990 is presented to the finance committee. The finance committee reviews the form and approves or advises the CPA firm preparing the Form 990 of any questions or corrections needed. Once approved by the finance committee, the Form 990 is presented to the full board for their review and approval. The tax return is approved by the board before it is filed. |
| Form 990, Part VI, Section B, line 12c | All paid employees, directors and key employees are required to sign a conflict of interest statement on a yearly basis. Board members are briefed and asked to sign a conflict of interest policy statement of understanding at the board meeting in which the annual election of officers takes place. |
| Form 990, Part VI, Section B, line 15 | All paid employees are given an annual review. Directors and officers discuss any compensation increases. Such increases are subject to approval by the full board of directors. |
| Form 990, Part VI, Section C, line 19 | The public inspection copy of the organization's Form 990 and governing documents are available for inspection and copying at the organization's office during normal business hours at no charge. |
| Part XII, Line 2c | No change in process from prior year. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wheel of Hope | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 2027 | AddressLine1Txt |
| City | Salinas | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770123636 | EIN |
| Primary Activities | Provide services for the homeless community | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Franciscan Workers of Junipero Serra | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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