HOUSING CHOICES COALITION FOR PERSONS WITH DEVELOPMENTAL DISABIL: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- HOUSING CHOICES COALITION FOR PERSONS WITH DEVELOPMENTAL DISABIL (EIN 77-0458221)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-02-08
- IRS object ID
- 201300399349301510
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2013-02-08T19:05:32-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942763139 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERGER LEWIS ACCOUNTANCY CORP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 ALMADEN BLVD STE 600 | AddressLine1 |
| City | SAN JOSE | City |
| State | CA | State |
| ZIP Code | 95113 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770458221 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOUSING CHOICES COALITION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HOUS | NameControl |
| Phone | 4082840993 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 LAS COLINAS LANE | AddressLine1 |
| City | SAN JOSE | City |
| State | CA | State |
| ZIP Code | 95119 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAN STOKLEY | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 4082840993 | Phone |
| Date Signed | 2013-01-28 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LAWRENCE S KUECHLER | Name |
| PTIN | P00233621 | PTIN |
| Phone | 4084941200 | Phone |
| Date Prepared | 2013-01-31 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JANETTE E STOKLEY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 LAS COLINAS LANE | AddressLine1 |
| City | SAN JOSE | City |
| State | CA | State |
| ZIP Code | 95119 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 827499 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.HOUSINGCHOICES.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1997 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | TO ENHANCE THE LIVES OF PEOPLE WITH DEVELOPMENTAL DISABILITIES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 10 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 10 | NbrIndependentVotingMembers |
| Total Nbr Employees | 15 | TotalNbrEmployees |
| Total Nbr Volunteers | 13 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 59890 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 47591 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 784251 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 779785 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 191 | InvestmentIncomePriorYear |
| Investment Income Current Year | 123 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 844332 | TotalRevenuePriorYear |
| Total Revenue Current Year | 827499 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 525066 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 507579 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 8605 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 273460 | OtherExpensePriorYear |
| Other Expenses Current Year | 265113 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 798526 | TotalExpensesPriorYear |
| Total Expenses Current Year | 772692 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 45806 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 54807 | RevenuesLessExpensesCY |
| Total Assets BOY | 329886 | TotalAssetsBOY |
| Total Assets EOY | 384401 | TotalAssetsEOY |
| Total Liabilities BOY | 33054 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 32762 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 296832 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 351639 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO ENHANCE THE LIVES OF PEOPLE WITH DEVELOPMENTAL DISABILITIES BY CREATING QUALITY, AFFORDABLE HOUSING OPTIONS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 711204 | Expense |
| Revenue | 779785 | Revenue |
| Description | HOUSING CHOICES COALITION IS FOCUSED ON THREE SPECIFIC SERVICE AREAS WHICH REPRESENT UNIQUE STRATEGIES FOR ACHIEVING THE ORGANIZATION'S MISSION OF ENHANCING THE LIVES OF PEOPLE WITH DEVELOPMENTAL DISABILITIES BY CREATING QUALITY, AFFORDABLE HOUSING OPTIONS. FIRST, THE ORGANIZATION IMPLEMENTS HOUSING DEVELOPMENT SERVICES WHICH SEEKS TO CREATE ADDITIONAL HOUSING STOCK FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES. SECOND, THE ORGANIZATION PROVIDES HOUSING COORDINATION SERVICES WHICH ASSISTS CLIENTS IN GAINING ACCESS TO HOUSING. THIRD, THE ORGANIZATION PROVIDES RESIDENT COORDINATION SERVICES WHICH SUPPORTS RESIDENTS WHO HAVE SECURED HOUSING IN PARTNER PROPERTIES TO MAINTAIN STABLE HOUSING.HOUSING DEVELOPMENT SERVICES INCLUDE:-PARTNERING WITH DEVELOPERS TO INCREASE THE STOCK OF AFFORDABLE HOUSING OPPORTUNITIES FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES BY SECURING COMMITMENTS OF DESIGNATED UNITS AT PARTNER PROPERTIES-CREATING AND MAINTAINING HOUSING OPPORTUNITIES IN SINGLE FAMILY HOMES FOR SHARED HOUSING OPPORTUNITIES KNOWN AS THE COOPERATIVE HOUSING MODEL-ASSISTING DEVELOPERS WITH FUNDING APPLICATIONS AS NEEDED-PREPARING MARKET DATA AND OTHER NEEDED INFORMATION-EDUCATING HOUSING GROUPS AND GOVERNMENT OFFICIALS ABOUT THE HOUSING NEEDS OF INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES-ADVOCATING FOR THE DEVELOPMENT OF HOUSING THAT IS AFFORDABLE TO INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES-ASSISTING FAMILIES AND INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES IN FULFILLING THE DREAM OF HOMEOWNERSHIPHOUSING COORDINATION SERVICES INCLUDE:INDIVIDUAL HOUSING ASSISTANCE PROGRAM (IHAP) - HOUSING CHOICES COALITION WORKS ONE-ON-ONE WITH PEOPLE WITH DEVELOPMENTAL DISABILITIES TO ENSURE THAT THEIR HOUSING NEEDS ARE MET. THESE SERVICES INCLUDE:-INTAKE AND ASSESSMENT-ASSISTANCE WITH ACCESSING SUBSIDIZED HOUSING WAITLISTS-LOCATING APPROPRIATE AND AFFORDABLE HOUSING-ASSISTING WITH THE APPLICATION PROCESS-RESOLVING HOUSING RELATED ISSUES-SECURITY DEPOSIT ASSISTANCE-ASSISTING WITH MOVE-IN AND RESIDENCYBERNINI SECURITY DEPOSIT LOAN FUND - AKA THE REVOLVING LOAN FUND PROVIDES SECURITY DEPOSIT ASSISTANCE FOR RESIDENTS WHO HAVE TROUBLE AFFORDING THE INCREASINGLY HIGH COSTS ASSOCIATED WITH MOVING INTO A NEW UNIT BY PROVIDING THE RESIDENTS WITH A 12 TO 18 MONTH ZERO PERCENT INTEREST LOAN TO COVER THEIR SECURITY DEPOSIT AND LAST MONTH'S RENT.BILL AKERS RESIDENT ASSISTANCE FUND - AKA THE AKERS FUND PROVIDES SMALL GRANTS (UP TO $200) TO ASSIST RESIDENTS MOVING INTO THEIR FIRST APARTMENT WITH ACQUIRING BASIC HOUSEHOLD NECESSITIES.DURING THE 11-12 FISCAL YEAR, 888 CLIENTS COUNSELED ON HOUSING NEEDS. 76 CLIENTS MOVED INTO AFFORDABLE HOUSING.RESIDENT COORDINATION SERVICES - PROVIDES SPECIALIZED HOUSING SUPPORT SERVICES TO ENSURE THAT THE PEOPLE ARE SUCCESSFUL IN MAINTAINING HOUSING STABILITY. THIS PROGRAM OFFERS SPECIFIC HOUSING EXPERTISE TO ASSIST RESIDENTS, THEIR SERVICE PROVIDERS AND SERVICE COORDINATORS WITH HOUSING RELATED ISSUES. THE RESIDENT COORDINATOR PROVIDES A SINGLE POINT OF CONTACT FOR THE PURPOSES OF CONTINUITY AND COMPREHENSIVE COMMUNICATION. THE ORGANIZATION SUPPORTS 150 RESIDENTS IN 12 DIFFERENT PARTNER PROPERTIES IN MAINTAINING THE STABILITY OF THEIR HOUSING.IN THE YEAR ENDING JUNE 30, 2012, THE AGENCY HELPED MORE THAN 1,000 PEOPLE WITH DEVELOPMENTAL DISABILITIES WITH THEIR HOUSING NEEDS. DURING THIS FISCAL YEAR, THE ORGANIZATION ASSISTED 888 PEOPLE WITH HOUSING INFORMATION, ADVICE AND WAITLIST ASSISTANCE AND MOVED 76 PEOPLE WITH DEVELOPMENTAL DISABILITIES INTO QUALITY, AFFORDABLE HOUSING OPPORTUNITIES. THE ORGANIZATION PROVIDED ONSITE SUPPORT AT ELEVEN PARTNER PROPERTIES TO HELP 129 PEOPLE WITH DEVELOPMENTAL DISABILITIES MAINTAIN AFFORDABLE HOUSING AND MEDIATED DISPUTES WITH PROPERTY MANAGERS AND OTHER RESIDENTS TO PREVENT POTENTIAL EVICTIONS FOR OUR TENANTS. CURRENTLY MORE THAN TWO THOUSAND INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES HAVE REGISTERED WITH THE AGENCY TO FIND COMMUNITY INTEGRATED HOUSING. ADDITIONAL, APPROXIMATELY 50% OF PEOPLE WITH DEVELOPMENTAL DISABILITIES IN THE SERVICE AREA ARE UNDER THE AGE OF 17. OVER THE NEXT THREE TO TEN YEAR PERIOD, THE ORGANIZATION PROJECTS THAT UP TO 60% OF THESE INDIVIDUALS OR 3,000 PEOPLE WILL BE LOOKING FOR HOUSING. THE ORGANIZATION IS WORKING TO CREATE QUALITY, AFFORDABLE HOUSING THAT MEETS THESE NEEDS. | Description |
| Total Program Service Expense | 711204 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 2 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 15 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 10 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 10 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 0 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 0 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANETTE E STOKLEY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4082840993 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 LAS COLINAS LANE | AddressLine1 |
| City | SAN JOSE | City |
| State | CA | State |
| ZIP Code | 95119 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (15 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| STAN PARRY | ||||||
| PRESIDENT | 5.00 | X | X | 0 | 0 | 0 |
| STEWART STONE | ||||||
| VICE PRESIDENT | 3.00 | X | X | 0 | 0 | 0 |
| LYNDA STEELE | ||||||
| SECRETARY | 3.00 | X | X | 0 | 0 | 0 |
| TARA MCDONOUGH TO FEB 2012 | ||||||
| TREASURER | 3.00 | X | X | 0 | 0 | 0 |
| SUSAN COHN - TO DEC 2011 | ||||||
| MEMBER AT LARGE | 1.00 | X | 0 | 0 | 0 | |
| KAREN COTTLE | ||||||
| MEMBER AT LARGE | 1.00 | X | 0 | 0 | 0 | |
| SAM DENNIS | ||||||
| MEMBER AT LARGE | 1.00 | X | 0 | 0 | 0 | |
| RICK DILL | ||||||
| MEMBER AT LARGE | 2.00 | X | 0 | 0 | 0 | |
| JOHN KIRBY | ||||||
| MEMBER AT LARGE | 3.00 | X | 0 | 0 | 0 | |
| GLORIA MCCANDLESS | ||||||
| MEMBER AT LARGE | 2.00 | X | 0 | 0 | 0 | |
| JANET VAN ZOEREN TO DEC 2011 | ||||||
| MEMBER AT LARGE | 3.00 | X | 0 | 0 | 0 | |
| SHANI KLEINHAUS | ||||||
| MEMBER AT LARGE | 1.00 | X | 0 | 0 | 0 | |
| GRACE GRIFFIN FROM SEP 2011 | ||||||
| MEMBER AT LARGE | 1.00 | X | 0 | 0 | 0 | |
| SARA GRIGNON TO NOV 2011 | ||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 53256 | 0 | 0 | |
| JAN STOKLEY FROM JUNE 2012 | ||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 53256 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 47591 | AllOtherContributions |
| Total Contributions | 47591 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| SERVICE CONTRACT FEES | 531110 | 703308 | 703308 |
| RENTAL INCOME | 531110 | 76477 | 76477 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 779785 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 123 | TotalRevenueColumn |
| Exclusion | $123 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 827499 | TotalRevenueColumn |
| Related Or Exempt Function Income | 779785 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $123 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16021 | Total |
| Program Services | 13939 | ProgramServices |
| Management And General | 1041 | ManagementAndGeneral |
| Fundraising | 1041 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 413829 | Total |
| Program Services | 398643 | ProgramServices |
| Management And General | 13766 | ManagementAndGeneral |
| Fundraising | 1420 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39995 | Total |
| Program Services | 38469 | ProgramServices |
| Management And General | 1350 | ManagementAndGeneral |
| Fundraising | 176 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37734 | Total |
| Program Services | 36224 | ProgramServices |
| Management And General | 1298 | ManagementAndGeneral |
| Fundraising | 212 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 980 | Total |
| Management And General | 980 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22000 | Total |
| Management And General | 22000 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1521 | Total |
| Management And General | 1521 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3998 | Total |
| Fundraising | 3998 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28021 | Total |
| Program Services | 25496 | ProgramServices |
| Management And General | 1934 | ManagementAndGeneral |
| Fundraising | 591 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7992 | Total |
| Program Services | 7676 | ProgramServices |
| Management And General | 237 | ManagementAndGeneral |
| Fundraising | 79 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 148342 | Total |
| Program Services | 141256 | ProgramServices |
| Management And General | 6011 | ManagementAndGeneral |
| Fundraising | 1075 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12455 | Total |
| Program Services | 12081 | ProgramServices |
| Management And General | 374 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7781 | Total |
| Program Services | 7548 | ProgramServices |
| Management And General | 233 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1259 | Total |
| Program Services | 1208 | ProgramServices |
| Management And General | 38 | ManagementAndGeneral |
| Fundraising | 13 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7659 | Total |
| Program Services | 5559 | ProgramServices |
| Management And General | 2100 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| REPAIRS AND MAINTENANCE | 16089 | 16089 |
| TRAINING | 3439 | 3439 |
| BAD DEBT EXPENSE | 2389 | 2389 |
| TENANT PROGRAM EXPENSES | 1188 | 1188 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 772692 | Total |
| Program Services | 711204 | ProgramServices |
| Management And General | 52883 | ManagementAndGeneral |
| Fundraising | 8605 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 135174 | BOY |
| EOY | 184778 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 89612 | BOY |
| EOY | 89735 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59527 | BOY |
| EOY | 58680 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1740 | BOY |
| EOY | 1850 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14099 | BOY |
| EOY | 9750 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17334 | BOY |
| EOY | 24352 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 34098 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 28770 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6587 | BOY |
| EOY | 5328 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5813 | BOY |
| EOY | 9928 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 329886 | BOY |
| EOY | 384401 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29404 | BOY |
| EOY | 27262 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3650 | BOY |
| EOY | 5500 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33054 | BOY |
| EOY | 32762 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 276758 | BOY |
| EOY | 333562 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1184 | BOY |
| EOY | 601 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18890 | BOY |
| EOY | 17476 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 296832 | BOY |
| EOY | 351639 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 329886 | BOY |
| EOY | 384401 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 54807 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 45050 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 77445 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 42573 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 59890 | CurrentTaxYearMinus1Year |
| Current Tax Year | 47591 | CurrentTaxYear |
| Total | 272549 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 22740 | CurrentTaxYearMinus1Year |
| Current Tax Year | 28780 | CurrentTaxYear |
| Total | 51520 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 45050 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 77445 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 42573 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 82630 | CurrentTaxYearMinus1Year |
| Current Tax Year | 76371 | CurrentTaxYear |
| Total | 324069 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 99470 | AmountsSubstContributorsTotal |
| Public Support Total170 | 224599 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2585 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 711 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 106 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 191 | CurrentTaxYearMinus1Year |
| Current Tax Year | 123 | CurrentTaxYear |
| Total | 3716 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 702 | CurrentTaxYearMinus4Years |
| Total | 702 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 328487 | TotalSupport |
| Gross Receipts From Admissions Etc | 3345642 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.68370 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.98540 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: THE ORGANIZATION RECEIVES FUNDING EVERY YEAR FROM A NON PROFIT ORGANZIATION, SAN ANDREAS REGIONAL CENTER. ONE AREA OF FOCUS FOR SARC IS SUBSIDIZING THE CARE OF THOSE WITH DEVELOPMENTAL DISABILITIES. IN PRIOR YEARS THIS INCOME HAD BEEN CLASSIFIED AS A CONTRIBUTION. HOWEVER, AFTER FURTHER CONSIDERATION, THE CONTRACT NATURE OF THE RELATIONSHIP INDICATES THE REVENUE SHOULD BE CLASSIFIED AS PROGRAM SERVICE REVENUE. THEREFORE, SCHEDULE A SUPPORTING SCHEDULE IS REVISED. | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 26076 | OtherCostOrOtherBasis |
| Depreciation | 24615 | Depreciation |
| Book Value | 1461 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8022 | OtherCostOrOtherBasis |
| Depreciation | 4155 | Depreciation |
| Book Value | 3867 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 5328 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TENANT SECURITY DEPOSITS | Description |
| Amount | $5,500 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 5500 | TotalOfAmounts |
| Total Revenue | 827499 | TotalRevenue |
| Total Expenses | 772692 | TotalExpenses |
| Excess Or Deficit For Year | 54807 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | 54807 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 856279 | TotRevenueEtcAuditedFinclStmt |
| Donated Srvc And Use Of Facilities | 28780 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 28780 | RevenueNotRptdF990 |
| Revenue Subtotal | 827499 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 827499 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 801472 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 28780 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 28780 | ExpensesNotRptdF990 |
| Expenses Subtotal | 772692 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 772692 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X: | ReturnReference |
| Explanation | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA PROVIDE ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ORGANIZATION IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN BY THE ORGANIZATION IN ITS FEDERAL AND STATE TAX RETURNS ARE MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION. THE ORGANIZATION FILES INFORMATION RETURNS IN THE U.S. FEDERAL JURISDICTION AND STATE OF CALIFORNIA. THE ORGANIZATION'S FEDERAL RETURNS FOR THE YEARS ENDED JUNE 30, 2009 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE ORGANIZATION'S CALIFORNIA RETURNS FOR THE YEARS ENDED JUNE 30, 2008 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE FRANCHISE TAX BOARD. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 IS REVIEWED BY THE FINANCE COMMITTEE AND THEN PRESENTED TO THE BOARD OF DIRECTORS FOR REVIEW. |
| FORM 990, PART VI, SECTION B, LINE 12 | THE ORGANIZATION'S BYLAWS INCLUDE A PROVISION REGARDING "SELF-DEALING". THE LANGUAGE COVERS THE BASIC INTENT OF A CONFLICT OF INTEREST POLICY. A MORE COMPREHENSIVE CONFLICT OF INTEREST POLICY, INCLUDING PROCEDURES FOR DISCLOSING INTERESTED RELATIONSHIPS WILL BE ADOPTED BY THE BOARD DURING FISCAL YEAR 2012-2013. |
| FORM 990, PART VI, SECTION B, LINE 15 | FOR ALL COMPENSATIONS IN THE ORGANIZATION, INCLUDING THE EXECUTIVE DIRECTOR, HCC DOES A SURVEY ANALYSIS, THROUGH THE REVIEW OF SIMILAR ORGANIZATIONS' SALARY STRUCTURES AND THE COMPENSATION AND BENEFITS SURVEY OF NORTHERN CALIFORNIA NONPROFIT ORGANIZATIONS PUT OUT BY THE CENTER FOR NONPROFIT MANAGEMENT. FOR THE ED'S SALARY, IT IS FIRST REVIEWED BY THE BOARD'S EXECUTIVE COMMITTEE AND THEN BROUGHT TO THE FULL BOARD. THE SALARY IS REVIEWED ON AN ANNUAL BASIS, OR AS THE ECONOMY ALLOWS. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE ORGANIZATION PLAN TO POST THE 990 ON ITS OWN WEBSITE STARTING FROM THIS FILING. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART VIII: CLASSIFICATION OF REVENUE | THE ORGANIZATION RECEIVES FUNDING EVERY YEAR FROM A NON PROFIT ORGANZIATION, SAN ANDREAS REGIONAL CENTER. ONE AREA OF FOCUS FOR SARC IS SUBSIDIZING THE CARE OF THOSE WITH DEVELOPMENTAL DISABILITIES. IN PRIOR YEARS THIS INCOME HAD BEEN CLASSIFIED AS A CONTRIBUTION. HOWEVER, AFTER FURTHER CONSIDERATION, THE CONTRACT NATURE OF THE RELATIONSHIP INDICATES THE REVENUE SHOULD BE CLASSIFIED AS PROGRAM SERVICE REVENUE. |
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