2015-05-15T11:32:07-05:00 2014-06-30 941254756 HOOD & STRONG LLP 100 FIRST STREET 14TH FLOOR SAN FRANCISCO CA 94105 990 2013-07-01 770160469 INNVISION SHELTER NETWORK INNV 6506855880 181 CONSTITUTION DRIVE MENLO PARK CA 94025 BRUCE IVES CEO 6506855880 2015-05-14 1 MAGA E KISRIEV P01008919 4157810793 2013 2016-04-25 22:37:26Z BRUCE IVES 181 CONSTITUTION DRIVE MENLO PARK CA 94025 21178839 0 X IVSN.ORG X 1987 CA TO HELP HOMELESS FAMILIES AND INDIVIDUALS RETURN TO PERMANENT HOUSING AND SELF-SUFFICIENCY. 17 17 299 36000 0 0 19176006 16031973 745438 638511 376950 812958 185345 483663 20483739 17967105 2700533 3164453 0 0 10222860 11152420 0 0 1758929 4707974 5507613 17631367 19824486 2852372 -1857381 28015251 25643315 12351326 12124755 15663925 13518560 X INNVISION SHELTER NETWORK (IVSN) IS DEDICATED TO PROVIDING EMERGENCY SHELTER, TRANSITIONAL HOUSING, AND SUPPORT SERVICES TO HELP HOMELESS FAMILIES AND INDIVIDUALS ACROSS SILICON VALLEY AND THE SAN FRANCISCO PENINSULA RETURN TO PERMANENT HOUSING AND SELF-SUFFICIENCY. 0 0 4663060 973080 248125 SHELTER SERVICES - THE AGENCY IS THE LARGEST PROVIDER OF SHELTER SERVICES IN SILICON VALLEY AND THE SAN FRANCISCO PENINSULA, OPERATING NINE HOMELESS SHELTERS. THESE FACILITIES SERVE INDIVIDUAL ADULTS AND FAMILIES WITH MINOR CHILDREN. EACH YEAR, OVER 80% OF PROGRAM GRADUATES SECURE PERMANENT HOUSING. 1079460 225260 56925 PERMANENT SUPPORTIVE HOUSING - IVSN SUCCESSFULLY ADMINISTERED SEVERAL SIGNIFICANT PROGRAMS FOR SEVERAL GOVERNMENT AGENCIES, PRIMARILY THE DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT, PROVIDING PERMANENT (UP TO FIVE YEARS) OF SUPPORTIVE HOUSING TO ITS CLIENTS IN BOTH SAN MATEO AND SANTA CLARA COUNTIES. THIS FORM OF HOUSING CAN INVOLVE PROVIDING RESIDENTIAL OPPORTUNITIES IN FACILITIES OWNED OR MANAGED BY IVSN, AS WELL AS APARTMENTS LEASED BY IVSN AND PROVIDED TO CLIENTS. 878380 183300 80650 VETERAN SERVICES - THE AGENCY ADMINISTERS 7 CONTRACTS FROM THE VETERANS ADMINISTRATION TO SERVE HOMELESS VETERANS, VETERANS WITH MINOR CHILDREN, MEDICALLY FRAGILE VETERANS, VETERANS WITH SERIOUS AND DISABLING MENTAL ILLNESS. WE PROVIDE SHORT-TERM LODGING FOR INDIGENT AND HOMELESS VETERANS SEEKING MEDICAL TREATMENT FROM THE PALO ALTO AND MENLO PARK VA MEDICAL CAMPUSES. THE AGENCY ALSO PROVIDES HOMELESSNESS PREVENTION SERVICES FOR VETERANS IN SAN MATEO COUNTY. 8147386 1782813 377252 MOTEL VOUCHER PROGRAM IN SAN MATEO COUNTY SERVING UNSHELTERED FAMILIES. HEALTH CARE ENROLLMENT CONTRACTS IN SM AND SC COUNTIES. A HUD AND SM COUNTY RAPID RE-HOUSING PROGRAM IN SAN MATEO COUNTY. OUTREACH CASE MANAGERS SERVING UNSHELTERED HOMELESS INDIVIDUALS IN SM AND SC COUNTIES. A DROP-IN CENTER FOR UNSHELTERED HOMELESS, LOCATED IN PALO ALTO. 8147386 1782813 377252 14768286 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 176 0 1 299 1 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 1 0 0 0 0 1 1 0 0 1 1 1 0 0 1 1 1 0 CA X X PETER LE CONTROLLER 6506855880 181 CONSTITUTION DRIVE MENLO PARK CA 94025 ROD FERGUSON CHAIR 15.00 0.00 X X 0 0 0 MATTHEW BAHLS VICE CHAIR 3.00 0.00 X X 0 0 0 JOHN BREW TREASURER 3.00 0.00 X X 0 0 0 STEVAN LUZAICH SECRETARY 3.00 0.00 X X 0 0 0 DOREEN CADIEUX BOARD OF DIRECTOR 0.80 0.00 X 0 0 0 CHRISTINA DICKERSON BOARD OF DIRECTOR 4.00 0.00 X 0 0 0 CARMEN ERICSON BOARD OF DIRECTOR 0.80 0.00 X 0 0 0 ED JENNINGS BOARD OF DIRECTOR 0.80 0.00 X 0 0 0 CHRISTINE KROLIK BOARD OF DIRECTOR 2.00 0.00 X 0 0 0 DAVID LICHTENGER BOARD OF DIRECTOR 2.00 0.00 X 0 0 0 RAY MUELLER BOARD OF DIRECTOR 0.80 0.00 X 0 0 0 MARQUISE MURPHY BOARD OF DIRECTOR 0.80 0.00 X 0 0 0 JILLIAN MANUS BOARD OF DIRECTOR 0.80 0.00 X 0 0 0 RACHEL PERKEL BOARD OF DIRECTOR 0.80 0.00 X 0 0 0 RONALD REIS BOARD OF DIRECTOR 0.80 0.00 X 0 0 0 CHERYL WESTMONT BOARD OF DIRECTOR 0.80 0.00 X 0 0 0 MARIANNE BALDRICA BOARD OF DIRECTOR 0.80 0.00 X 0 0 0 KARAE LISLE EXECUTIVE DIRECTOR 40.00 0.00 X 195012 0 16463 BRIAN GREENBERG VP OF PROGRAMS 40.00 0.00 X 120072 0 11197 AMY WRIGHT VP OF DEVELOPMENT 40.00 0.00 X 124001 0 13089 JAMES BALL VP OF FINANCE 40.00 0.00 X 124898 0 13195 VICTORIA READER VP OF HR AND OPERATIONS 40.00 0.00 X 117809 0 12764 681792 0 66708 5 0 1 0 0 10034653 5997320 1964612 16031973 PROGRAM SERVICE FEES 624200 638511 638511 638511 109211 109211 3836485 3132738 703747 703747 703747 438218 78996 359222 359222 LAUNDRY, PHONE, MISC 624200 219714 219714 LOSS FROM INVESTMENT IN PARTNERSH 531390 -95273 -95273 124441 17967105 762952 0 1172180 3164453 3164453 915516 178707 566852 169957 7863526 5919649 1062251 881626 96384 85364 4527 6493 1517319 1178226 191494 147599 759675 595734 70118 93823 33601 16390 15170 2041 98000 47802 44244 5954 26266 26266 932987 466226 415515 51246 695902 419791 180944 95167 118519 57811 53507 7201 1179789 683026 409316 87447 156151 128590 12190 15371 52445 52445 827376 771292 55771 313 10270 5964 3287 1019 MAINTENANCE, REPAIRS, S 645324 582082 33760 29482 EQUIPMENT LEASES 232265 147325 23468 61472 PASS THROUGH EXPENSES 222740 222740 0 0 STAFF AND VOLUNTEER DEV 136571 26494 7359 102718 139407 70620 68787 19824486 14768286 3297271 1758929 8655 10514 1682202 1120529 2340037 2432935 118187 188349 29000695 10770374 19120428 18230321 2803404 1796269 1189445 1094172 14594 11364 738299 758862 28015251 25643315 1894012 2083665 3956724 3717971 6500590 6323119 12351326 12124755 X 12938653 12514246 2725272 1004314 15663925 13518560 28015251 25643315 -1857381 -287984 0 X 0 1 X 1 1 1 X 6881171 7460691 9422404 19176006 16031973 58972245 6881171 7460691 9422404 19176006 16031973 58972245 58972245 69681 64245 81439 86520 109211 411096 381940 353560 365684 429454 438218 1968856 61352197 1919020 0.96120 0.81640 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING REVENUE - 2009 AMOUNT: $ 381,940. 2010 AMOUNT: $ 353,560. 2011 AMOUNT: $ 365,684. 2012 AMOUNT: $ 429,454. 2013 AMOUNT: $ 438,218. SCHEDULE A, PART II THE ORGANIZATION CHANGED ITS NAME FROM SHELTER NETWORK TO INNVISION SHELTER NETWORK. THE ORGANIZATION ENTERED INTO A MERGER WITH INNVISION THE WAY HOME AND FILED AN AGREEMENT OF MERGER WITH THE SECRETARY OF STATE IN FISCAL YEAR 2013. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5433879 5433879 20661858 8344707 12317151 1124043 850123 273920 1501570 1328505 173065 279345 247039 32306 18230321 REFUNDABLE ADVANCES 6246105 REFUNDABLE GOVERNMENT GRANT INCOME 77014 6323119 X 18130245 -287984 398394 78996 189406 17940839 26266 26266 17967105 20275610 398394 78996 477390 19798220 26266 26266 19824486 PART X, LINE 2: IVSN IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND FROM STATE CALIFORNIA INCOME TAX UNDER SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. THEREFORE, NO PROVISION IS MADE FOR CURRENT OR DEFERRED INCOME TAXES. IVSN HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE IRC. MANAGEMENT EVALUATED IVSN'S TAX POSITIONS AND CONCLUDED THAT IVSN HAD MAINTAINED ITS TAX EXEMPT STATUS AND HAD NOT TAKEN UNCERTAIN TAX POSITIONS THAT REQUIRED ADJUSTMENT TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, IVSN IS GENERALLY NO LONGER SUBJECT TO INCOME TAX EXAMINATION BY THE U.S. FEDERAL AND STATE CALIFORNIA TAX AUTHORITIES FOR YEARS PRIOR TO 2011 AND 2010, RESPECTIVELY. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES RECLASSIFIED TO REVENUE 78,996. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEE RECLASSIFIED TO EXPENSES 26,266. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES RECLASSIFIED TO REVENUE 78,996. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEE RECLASSIFIED TO EXPENSES 26,266. OCT 2013 BREAKFAST 371195 0 371195 12384 28048 6000 8941 MAR 2014 BREAKFAST 67023 0 67023 1143 6755 10000 5725 438218 438218 13527 34803 16000 14666 78996 359222 1 FOOD, SHELTER AND CLOTHING 3500 0 950000 FMV HOUSING, MEALS, GROCERIES, CLOTHES CHILDREN'S SUPPLIES 1900 0 40000 FMV PAPER, CRAYONS, BOOKS, TOYS, BICYCLES TRANSPORTATION 1750 0 7200 FMV BUS TOKENS MAINTENANCE SUPPLIES 300 0 12000 FMV MAINTENANCE SUPPLIES OTHER CLIENT ASSISTANCE 1 0 2155253 FMV MISC ASSISTANCE: EYE GLASSES, WORK UNIFORMS, CAR REPAIR, TUITION AND BOOKS. PART I, LINE 2: CLIENTS MUST MEET CERTAIN ELIGIBILITY REQUIREMENTS TO PARTICIPATE IN OUR PROGRAMS. THESE REQUIREMENTS MAY DIFFER FROM PROGRAM TO PROGRAM. HOWEVER, ALL ELIGIBILITY IS DOCUMENTED ON HOMELESS MANAGEMENT INFORMATION SYSTEM AND/OR CASE NOTES KEPT FOR ALL CLIENTS. X X X 0 0 0 0 0 0 0 0 0 KARAE LISLE EXECUTIVE DIRECTOR 170012 0 25000 0 0 0 9751 0 6712 0 211475 0 0 0 PART I, LINE 3 THE PROCESS INCLUDES REVIEWING COMPARATIVE DATA. BENCHMARK DATA IS REVIEWED BY THE BOARD AND EXECUTIVE COMMITTEE PRIOR TO ANY COMPENSATION DECISIONS MADE. REVIEWING THE SALARY SCALE IS A PART OF THE ANNUAL BUDGET PROCESS. X 17 371017 FAIR MARKET VALUE X FOOD, CLOTHIN 3971 1593595 FAIR MARKET VALUE 0 1 0 PART I, COLUMN (B): THIS COLUMN REPRESENTS THE NUMBER OF DONORS, NOT THE NUMBER OF ITEMS DONATED. FORM 990, PART VI, SECTION A, LINE 4 IVSN DID A COMPLETE REWRITE OF THEIR BYLAWS BASED ON CURRENT CALIFORNIA LAW REQUIREMENTS AS THEIR PRIOR BYLAWS WERE OUT OF DATE. FORM 990, PART VI, SECTION B, LINE 11 THE MANAGEMENT TEAM REVIEWED AND PROVIDED A COMPLETE COPY OF THE FORM 990 TO THE BOARD MEMBERS PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS INCLUDES REVIEWING COMPARATIVE DATA. BENCHMARK DATA IS REVIEWED BY THE BOARD AND EXECUTIVE COMMITTEE PRIOR TO ANY COMPENSATION DECISIONS MADE. REVIEWING THE SALARY SCALE IS A PART OF THE ANNUAL BUDGET PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC BY WRITTEN REQUEST AND FINANCIAL STATEMENTS ON THE COMPANY'S WEBSITE AND BY WRITTEN REQEUST FOR THE SAME PERIOD OF TIME SET FORTH IN SEC. 6104(D). HOMESAFE SAN JOSE LP 1400 PARKMOOR AVENUE SUITE 190 SAN JOSE CA 95126 770579995 TO CONSTRUCT AND OPERATE A LOW-INCOME APARTMENT CA N/A RELATED -90 883823 0 1 0.00050 HOMESAFE SANTA CLARA LP 1400 PARKMOOR AVENUE SUITE 190 SAN JOSE CA 95126 770560333 TO CONSTRUCT AND OPERATE A LOW-INCOME APARTMENT CA N/A RELATED -309856 257778 0 1 0.00050 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0