2013-05-13T15:19:30-05:00 2012-06-30 952302617 SINGERLEWAK LLP 10960 WILSHIRE BLVD SUITE 700 LOS ANGELES CA 900243783 990 2011-07-01 770286926 COMMUNITY TECHNOLOGY ALLIANCE COMM 4084378800 1671 THE ALAMEDA NO 300 SAN JOSE CA 95126 JENNIFER PADGETT 4084378800 2013-05-13 1 LIOR TEMKIN P00748170 3104773924 2013-05-07 2011 2016-02-24 21:20:13Z JENNIFER PADGETT 1671 THE ALAMEDA NO 300 SAN JOSE CA 95126 1193230 0 X WWW.CTAGROUP.ORG X 1991 CA PROVIDING CRITICAL TECHNOLOGY AND SERVICES TO AID IN PREVENTING AND ENDING HOMELESSNESS. 8 8 13 410 0 0 889488 915693 82919 276116 -26744 152 3074 1269 948737 1193230 0 0 0 0 759843 814509 0 0 37960 297558 473656 1057401 1288165 -108664 -94935 526229 508082 108746 185534 417483 322548 X THE ORGANIZATION'S PRIMARY PURPOSE IS TO PROVIDE CRITICAL TECHNOLOGY AND SERVICES TO AID IN PREVENTING AND ENDING HOMELESSNESS. 0 0 621747 HOMELESS MANAGEMENT INFORMATION SYSTEM ("HMIS") - FOLLOWING A CONGRESSIONAL MANDATE, COMMUNITIES THAT RECEIVE DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT ("HUD") FUNDING FOR HOMELESS-RELATED SERVICES MUST USE A COMPUTERIZED SYSTEM TO COLLECT AND MANAGE DATA ON THEIR CLIENTS. HMIS FACILITATES MORE EFFECTIVE COLLECTION AND SHARING OF INFORMATION BETWEEN AGENCIES TO IDENTIFY NEEDS AND GAPS IN DELIVERING SERVICES TO HOMELESS AND AT-RISK POPULATIONS. THE SYSTEM STREAMLINES EMERGENCY SHELTER AND SUPPORTIVE SERVICE DELIVERY TO HOMELESS AND AT-RISK POPULATIONS, WHILE REDUCING DUPLICATION OF EFFORT AND TECHNOLOGY BY STAFF AT AGENCIES THAT SERVE THESE POPULATIONS. HMIS ALLOWS STAFF AT SHELTERS TO ACCESS REAL-TIME INFORMATION ABOUT RESOURCE AVAILABILITY, AS WELL AS BASIC INFORMATION ABOUT THE CLIENTS SEEKING SHELTER AND SERVICES, WHILE RETAINING CLIENT CONFIDENTIALITY. HOMELESS CLIENTS NO LONGER HAVE TO REPEAT THE BASIC INFORMATION ABOUT THEIR NEEDS AND REQUIREMENTS AS THE SYSTEM IS SHARED BETWEEN NUMEROUS PROVIDERS. HMIS WILL GIVE A CLEAR AND CORRECT PICTURE OF THE HOMELESS POPULATION AND INFORMATION NEEDED TO FILL ANY GAPS IN SERVICE.BAY AREA HMIS- THIS YEAR, THE ORGANIZATION MERGED FIVE COUNTIES ONTO ONE SHARED HMIS IMPLEMENTATION, RESULTING IN IMPROVED EFFICIENCY FOR THE ORGANIZATION AND IN SIGNIFICANT COST SAVINGS TO EACH OF THE AFFECTED COMMUNITIES AS A RESULT OF SHARING EXPENSES ASSOCIATED WITH SOFTWARE AND ADMINISTRATION. THE ORGANIZATION HAS BEEN PROVIDING HMIS SERVICES, INCLUDING DATABASE MANAGEMENT SERVICES, COMPREHENSIVE REPORTS, DATA ANALYSIS AND SOFTWARE TRAINING, SINCE EARLY 2004 TO HUNDREDS OF PROGRAMS WHO USE THE SYSTEM AS THEIR PRIMARY DATA COLLECTION AND MANAGEMENT TOOL. THE ORGANIZATION'S INNOVATIVE APPROACHES TO HMIS HAVE ATTRACTED THE ATTENTION OF OTHER COMMUNITIES NATIONWIDE WHO REGULARLY CALL UPON THE ORGANIZATION TO PRESENT AT CONFERENCES AND PROVIDE TECHNICAL ASSISTANCE. 48413 HPRP (ARRA PROJECTS) - THE ORGANIZATION ASSISTED SEVERAL BAY AREA COUNTIES WITH HMIS REQUIREMENTS SURROUNDING THE DISTRIBUTION OF HOMELESS PREVENTION AND RAPID RE-HOUSING ("HPRP") FUNDS. KNOWLEDGE OF HMIS WAS VITAL TO THE PLANNING, DEVELOPMENT AND IMPLEMENTATION OF THE PROGRAM, AS WELL AS COMPLIANCE WITH REPORTING REQUIREMENTS OVER THE COURSE OF SEVERAL YEARS. THE ORGANIZATION ASSISTED IN ALL ASPECTS OF THE PROGRAM INCLUDING DEVELOPMENT, SOFTWARE TRAINING, REPORTING AND CONSULTATION TO ADHERE TO HUD REGULATIONS. 30329 COMMUNITY VOICE MAIL - COMMUNITY VOICE MAIL USES BASIC TELECOMMUNICATIONS AS THE FIRST RUNG ON THE LADDER ACROSS THE DIGITAL DIVIDE BY PROVIDING THE HOMELESS AND AT-RISK IN SANTA CLARA COUNTY WITH ACCESS TO PERSONAL, RELIABLE TELECOMMUNICATIONS TO CONNECT TO OPPORTUNITIES FOR JOBS, HOUSING AND STABILITY. CLIENTS, CASE-MANAGED BY STAFF AT PARTNERING AGENCIES, USE COMMUNITY VOICE MAIL TO ESTABLISH AND MAINTAIN CONTACT WITH POTENTIAL LANDLORDS, EMPLOYERS AND MEDICAL AND SOCIAL SERVICE PROVIDERS AS A STEPPING STONE TO SELF-SUFFICIENCY. 450846 280823 BACHIC - HOMELESSNESS IS NOT ISOLATED TO A SINGLE CITY OR COUNTY, AND THE COUNTIES IN THE SAN FRANCISCO AND MONTEREY BAY AREAS ARE NOW DEVELOPING A REGIONAL APPROACH TO UNDERSTANDING THE ROOT CAUSES AND BEST PRACTICES FOR ENDING HOMELESSNESS. THE GROUP (KNOWN AS THE BAY AREA COUNTIES HOMELESS INFORMATION COLLABORATIVE, OR "BACHIC") IS INVOLVED IN REGIONAL COORDINATION OF EFFORTS TO ALLEVIATE HOMELESSNESS IN ALAMEDA, CONTRA COSTA, MONTEREY, SAN MATEO, SANTA CLARA, SANTA CRUZ, NAPA, MARIN, SAN FRANCISCO, SOLANO, AND SONOMA COUNTIES.RHINO - THE REGIONAL HOMELESS INFORMATION NETWORK IS A COLLABORATION AMONG THE ELEVEN BACHIC COUNTIES NOTED ABOVE WHOSE VISION IS TO OBTAIN A BETTER UNDERSTANDING OF THE HOMELESS POPULATION IN THE REGION, AS A WHOLE. DESIGNED TO LEVERAGE DATA ALREADY BEING COLLECTED BY EACH CONTINUUM'S HMIS IN ACCORDANCE WITH HUD'S MANDATE, RHINO HAS BEEN DESIGNED TO SERVE AS A REGIONAL DATA WAREHOUSE THAT WILL BE UTILIZED TO ANALYZE TRENDS, GAPS IN SERVICES, AND MOBILITY PATTERNS OF THE HOMELESS POPULATION, AS WELL AS TO INFORM POLICY MAKERS AND FUNDERS. ANALYSIS OF REGIONAL DATA WILL ALLOW FOR BETTER PLANNING AND RESOURCE MANAGEMENT AND AN INCREASED ABILITY TO ADDRESS THE PRESENT AND FUTURE NEEDS OF THE HOMELESS.TRAINING AND CONSULTATION - THROUGH EXPERTISE GAINED IN TRAINING SANTA CLARA COUNTY PARTNERS, THE ORGANIZATION HAS BECOME A NATIONALLY RECOGNIZED CONSULTANT AND TRAINER ON HMIS-RELATED TOPICS. THE ORGANIZATION HAS BEEN CONTRACTED TO CONDUCT TRAININGS IN BAY AREA COUNTIES AND THROUGHOUT THE UNITED STATES, INCLUDING HUD'S RESPONSE TO HURRICANE KATRINA, ON HMIS USAGE, CLIENT CONFIDENTIALITY AND HUD HMIS DATA STANDARDS.THE SHELTER BED HOTLINE - THE TOLL-FREE NUMBER OFFERS UP-TO-DATE AND ACCURATE INFORMATION ABOUT EMERGENCY SHELTER IN THE NINE-COUNTY SAN FRANCISCO BAY AREA WITH ONE CALL TO THE MEMORABLE NUMBER: 1-800-7SHELTER. 450846 280823 1151335 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 8 0 1 13 1 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X COMMMUNITY TECHNOLOGY ALLIANCE 4084378800 1671 THE ALAMEDA SUITE 300 SAN JOSE CA 95126 REBECCA GARCIA 1.00 X 0 0 0 MATTHEW GEISICK 1.00 X 0 0 0 CONNIE LAWSON 10.00 X 0 0 0 AMY LOOFBOUROW 1.00 X 0 0 0 EILEEN RICHARDSON 4.00 X 0 0 0 MICHAEL D KENT 2.00 X X 0 0 0 SCOTT MAUVAIS 1.00 X X 0 0 0 JOHN EICHINGER 2.00 X X 0 0 0 JENNIFER PADGETT 40.00 X 78871 0 7673 78871 0 7673 0 0 0 0 0 880591 35102 26788 915693 FEES FOR SERVICE 541900 276116 276116 276116 152 152 OTHER INCOME 541900 1269 1269 1269 1193230 277385 0 152 93000 83048 6372 3580 592544 529135 40598 22811 72454 65225 6255 974 56511 50418 4803 1290 23079 23079 62251 43501 16975 1775 23252 15306 6188 1758 48762 43541 5221 28913 20874 2547 5492 61985 61985 7549 4714 2835 TECHNICAL EXPENSE 188751 188751 TELEPHONE 15000 12505 2495 MISCELLANEOUS 9514 4653 4581 280 BAD DEBT EXPENSE 4600 4600 1288165 1151335 98870 37960 19988 -6287 38202 68314 192839 235116 79442 51053 507810 353457 190740 154353 5018 5533 526229 508082 39390 105990 69356 64115 0 15429 108746 185534 X 417483 322548 417483 322548 526229 508082 -94935 0 X X 0 1 1 X 1 1 X 741337 774246 989734 889488 915693 4310498 741337 774246 989734 889488 915693 4310498 4310498 389 244 538 307 152 1630 11952 1804 13149 3074 1269 31248 4343376 0.99240 0.99110 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: 2011 OTHER INCOME $1,269 2007 OTHER INCOME $11,952 2008 OTHER INCOME $1,804 2009 OTHER INCOME $13,149 2010 OTHER INCOME $3,997 507810 353457 154353 154353 COUNTY COLLABORATIVE 2937 PASS THROUGH- HOUSING ONE 1188 HUD OVERPAYMENT 11304 15429 1193230 1288165 -94935 -94935 1193230 0 1193230 0 1193230 1288165 0 1288165 0 1288165 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: IN ACCORDANCE WITH FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC NO. 740, UNCERTAINTY IN INCOME TAXES (ASC 740), THE ORGANIZATION RECOGNIZES THE IMPACT OF TAX POSITIONS IN THE FINANCIAL STATEMENTS IF THAT POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED ON AUDIT, BASED ON THE TECHNICAL MERITS OF THE POSITION. TO DATE, THE ORGANIZATION HAS NOT RECORDED ANY UNCERTAIN TAX POSITIONS. THE ORGANIZATION RECOGNIZES POTENTIAL ACCRUED INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS IN INCOME TAX EXPENSE. DURING THE YEARS ENDED JUNE 30, 2012 AND 2011, THE ORGANIZATION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS AND DID NOT NOTE ANY MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR WHICH MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. THE FEDERAL AND STATE OF CALIFORNIA INCOME TAX RETURNS OF THE ORGANIZATION STILL OPEN AND SUBJECT TO IRS OR STATE OF CALIFORNIA FRANCHISE TAX BOARD EXAMINATION ARE AS FOLLOWS: JURISDICTION OPEN TAX YEARS FEDERAL 2009 - 2011 STATE 2008 - 2011 X EQUIP. & SOFTWARE 1 26788 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND FORWARDED IT TO THE ORGANIZATION'S MANAGEMENT FOR REVIEW AND APPROVAL. ONCE APPROVED BY MANAGEMENT, THE FORM IS DISTRIBUTED TO THE BOARD OF DIRECTORS PRIOR TO FILING. THE RETURN IS THEN ELECTRONICALLY FILED. FORM 990, PART VI, SECTION B, LINE 12C EACH PERSON WHO IS DEEMED TO HAVE SUBSTANTIAL INFLUENCE OVER COMMUNITY TECHNOLOGY ALLIANCE SHALL SIGN AN ANNUAL DISCLOSURE STATEMENT WHICH AFFIRMS THAT THE PERSON HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTOOD THE POLICY, AND HAS AGREED TO COMPLY WITH THE POLICY, AND DISCLOSES ANY DIRECT OR INDIRECT AFFILIATIONS. ALL ANNUAL DISCLOSURE STATEMENTS SHALL BE SUBMITTED TO THE SECRETARY OF COMMUNITY TECHNOLOGY ALLIANCE AND FILED WITH THE MINUTES OF THE FIRST MEETING OF THE BOARD OF DIRECTORS HELD EACH YEAR. FORM 990, PART VI, SECTION B, LINE 15A AN INDEPENDENT FELLOW FROM STANFORD UNIVERSITY AND HER COLLEAGUES, ALONG WITH THE BOARD OF DIRECTORS, REVIEWED COMPENSATION AND STRUCTURES FOR SIMILARLY SIZED ORGANIZATIONS. CRITERIA FOR HIRING FROM LOCAL FOR PROFIT, NON-PROFIT, AND GOVERNMENT AGENCIES WAS REVIEWED AND UTILIZED, AND THE BOARD APPROVED COMPENSATION STRUCTURES BASED ON SURROUNDING INDUSTRY STANDARDS AND EXPERIENCE LEVEL OF THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND INFORMATIONAL RETURNS AVAILABLE UPON WRITTEN REQUEST. THE INFORMATIONAL RETURNS ARE ALSO MADE AVAILABLE TO THE PUBLIC THROUGH THE ORGANIZATION WEBSITE AND WWW.GUIDESTAR.ORG, A PUBLIC WEBSITE. FORM 990, PART VI, SECTION C, LINE 19 FORM 1023 AND ALL OTHER INFORMATIONAL RETURN DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART XII, LINE 2C: NO CHANGES FROM PRIOR YEAR.