2012-05-15T17:21:54-05:00 2011-06-30 SINGERLEWAK LLP 10960 WILSHIRE BLVD STE 700 LOS ANGELES CA 900243783 990 2010-07-01 770286926 COMMUNITY TECHNOLOGY ALLIANCE COMM 4084378800 1671 THE ALAMEDA NO 300 SAN JOSE CA 95126 JENNIFER PADGETT 4084378800 2012-05-15 1 LIOR TEMKIN 3104773924 2012-05-15 2010 2016-02-24 21:20:13Z X JENNIFER PADGETT 1671 THE ALAMEDA NO 300 SAN JOSE CA 95126 980628 0 X WWW.CTAGROUP.ORG X 1991 CA PROVIDING CRITICAL TECHNOLOGY AND SERVICES TO AID IN PREVENTING AND ENDING HOMELESSNESS. 4 4 14 350 0 0 990734 889488 131250 82919 538 -26744 106 3074 1122628 948737 0 0 0 0 752233 759843 0 0 16309 382259 297558 1134492 1057401 -11864 -108664 578231 526229 52084 108746 526147 417483 X THE ORGANIZATION'S PRIMARY PURPOSE IS TO PROVIDE CRITICAL TECHNOLOGY AND SERVICES TO AID IN PREVENTING AND ENDING HOMELESSNESS. 0 0 467570 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 THE HOMELESS AND AT-RISK, WHILE REDUCING DUPLICATION OF EFFORT AND TECHNOLOGY BY STAFF AT AGENCIES THAT SERVE THESE POPULATIONS. HMIS ALLOWS STAFF AT SHELTERS COMPUTERIZED ACCESS TO REAL-TIME INFORMATION, 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. HMIS WILL GIVE A CLEAR AND CORRECT PICTURE OF THE HOMELESS POPULATION AND INFORMATION NEEDED TO FILL ANY GAPS IN SERVICE.HMIS SCC - THE ORGANIZATION WAS SELECTED BY THE SANTA CLARA COUNTY COLLABORATIVE ON AFFORDABLE HOUSING AND HOMELESSNESS ISSUES TO SPEARHEAD THE PLANNING AND IMPLEMENTATION OF HMIS IN SANTA CLARA COUNTY. SINCE IMPLEMENTATION IN EARLY 2004, OVER 300 PROGRAMS IN THE COUNTY UTILIZEHMIS AS THEIR PRIMARY DATA COLLECTION AND MANAGEMENT TOOL. INNOVATIVE APPROACHES TO HMIS IN SANTA CLARA COUNTY ALLOW THE COUNTYS UPLIFT BUS PASS PROGRAM AND THE ONE STOP PROGRAMS TO BE MANAGED THROUGH THE SYSTEM. 81978 HMIS SANTA CRUZ COUNTY - THE ORGANIZATION WAS PREVIOUSLY A SUBCONTRACTOR THAT PROVIDED SOFTWARE TRAINING AND HMIS CONSULTATION ONLY TO THE COUNTY, BUT HAS BEEN SELECTED BY THE SANTA CRUZ COUNTY HOMELESS ACTION PARTNERSHIP TO TAKE OVER MANAGEMENT OF THE HMIS PROJECT ON JULY 1, 2010. THE HUD SHP GRANT HAS ALSO BEEN TRANSFERRED TO THE ORGANIZATION FOR MANAGEMENT. OPERATION OF THE PROJECT HAS IMPROVED AS AGENCIES RECEIVE DATABASE MANAGEMENT SERVICES, COMPREHENSIVE REPORTS AND SOFTWARE TRAINING. 199758 HPRP (ARRA PROJECTS) - THE ORGANIZATION IS ASSISTING SEVERAL BAY AREA COUNTIES WITH HMIS REQUIREMENTS SURROUNDING THE DISTRIBUTION OF HOMELESS PREVENTION AND RAPID RE-HOUSING FUNDS (HPRP). 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 THE NEXT SEVERAL YEARS. THE ORGANIZATION ASSISTS IN ALL ASPECTS OF THE PROGRAM INCLUDING DEVELOPMENT, SOFTWARE TRAINING, REPORTING AND CONSULTATION TO ADHERE TO HUD REGULATIONS. 204440 85993 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. 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.TWO COUNTY COLLABORATIVE - THE ORGANIZATION IS LEADING A UNIQUE COLLABORATION OF THE CONTINUUMS OF CARE IN MONTEREY AND CONTRA COSTA COUNTIES TO EFFECTIVELY IMPLEMENT HMIS IN THE TWO NORTHERN CALIFORNIA COUNTIES. HOMELESS SERVICE PROVIDERS IN CONTRA COSTA AND MONTEREY COUNTIES GREATLY BENEFIT FROM THE ORGANIZATION'S HMIS EXPERTISE AND EXPERIENCE SIGNIFICANT COST SAVINGS BY SHARING EXPENSES ASSOCIATED WITH SOFTWARE AND ADMINISTRATION. THE ORGANIZATION PROVIDES PROJECT MANAGEMENT, TRAINING AND SUPPORT, DATA ANALYSIS, AND COORDINATES AND IMPLEMENTS SERVICE POINT, THE HMIS SOFTWARE CHOSEN BY THE TWO COUNTIES.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 THE DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT'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 & 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.DISTANCE LEARNING - CALWORKS PARTICIPANTS ACCUMULATE REQUIRED HOURS DURING SCHOOL BREAKS AND OTHER TIMES WHEN THEIR NORMAL ACTIVITIES ARE INTERRUPTED THROUGH AN INNOVATIVE DISTANCE LEARNING WEBSITE DEVELOPED TO PROVIDE ACCESS TO APPROVED PODCASTS AND OTHER ONLINE LEARNING MATERIALS. CALWORKS PARTICIPANTS ENROLLED IN ADULT EDUCATION, ESL, VOCATIONAL AND COLLEGE CLASSES CAN NOW EASILY VIEW PODCASTS OF INTEREST AND RELEVANCE TO THEIR CAREER DEVELOPMENT AND GROWTH. EACH WEB-BASED LESSON INCLUDES AN EDUCATOR-DEVELOPED TEST OR REVIEW TO ENSURE STUDENT COMPREHENSION. A PASSWORD-PROTECTED SECTION OF THE WEBSITE ENABLES EDUCATORS TO SHARE RESOURCES AND COMMUNICATE TACTICS AND APPROACHES TO SUCCESSFULLY WORKING WITH CALWORKS PARTICIPANTS.HELPSCC - THE ORGANIZATION'S COMPREHENSIVE, ON-LINE DIRECTORY OF ALL HEALTH AND HUMAN SERVICES IN SANTA CLARA COUNTY, AVAILABLE ON THE WEB WWW.HELPSCC.ORG, LISTS INFORMATION ON OVER 1,300 SERVICE PROVIDERS, INCLUDING LOCATION, TELEPHONE NUMBER, ENTRANCE REQUIREMENTS, FEES CHARGED, STAFF LANGUAGES AND A BRIEF DESCRIPTION OF SERVICES OFFERED. NINETEEN SPECIALIZED PARTNERS INCLUDING COUNCIL ON AGING, SANTA CLARA COUNTY DRUG AND ALCOHOL SERVICES, AND SOUTH COUNTY COLLABORATIVE PROVIDE AND UPDATE THE DATA. 204440 85993 953746 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 1 14 1 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 1 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 JOHN EICHINGER 4.00 X 0 0 0 ALETTE LUNDEBERG 4.00 X 0 0 0 GREGORY BAUMANN 4.00 X X 0 0 0 MICHAEL D KENT 8.00 X X 0 0 0 SCOTT MAUVAIS 4.00 X X 0 0 0 FRANK MOTTA 4.00 X X 0 0 0 JENNIFER PADGETT 8.00 X 83089 0 1911 83089 0 1911 0 0 0 0 0 828505 60983 889488 TECH. SUPPORT/SERVICE 541900 81996 81996 OTHER PROGRAM INCOME 541900 923 923 82919 307 307 4840 31891 -27051 -27051 -27051 OTHER INCOME 541900 3074 3074 3074 948737 85993 0 -26744 103630 91839 9936 1855 540573 479068 51828 9677 61508 54510 5897 1101 54132 47973 5190 969 28185 28185 24023 24023 19860 17600 1904 356 53792 48610 4367 815 18702 18702 56728 50274 5439 1015 5777 5119 554 104 TECHNICAL EXPENSE 69375 69375 TELEPHONE 15115 13726 1170 219 MISCELLANEOUS 6001 4742 1061 198 1057401 953746 87346 16309 39176 19988 101661 38202 135411 192839 25309 79442 528171 337431 271656 190740 5018 5018 578231 526229 34387 39390 17697 69356 52084 108746 X 526147 417483 526147 417483 578231 526229 -108664 0 X 0 1 1 X 1 1 X 525632 741337 774246 989734 889488 3920437 525632 741337 774246 989734 889488 3920437 3920437 511 389 244 538 307 1989 3422 11952 1804 13149 3074 33401 3955827 0.99110 0.98810 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: 2005 OTHER INCOME $13,169 2006 OTHER INCOME $3,422 2007 OTHER INCOME $11,952 2008 OTHER INCOME $1,804 2009 OTHER INCOME $13,149 2010 OTHER INCOME $3,997 528171 337431 190740 190740 948737 1057401 -108664 0 -108664 953802 5065 5065 948737 0 948737 1062466 5065 5065 1057401 0 1057401 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, 2011 AND 2010, 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 TAXEXEMPT 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 2008 - 2010 STATE 2007 - 2010 FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION HAS MADE SIGNIFICAT CHANGES TO ITS GOVERNING DOCUMENTS SINCE THE PRIOR FILING OF THE FORM 990. THE ORGANIZATION HAS UPDATED ITS MISSION STATEMENT AND THE ALLOWABLE NUMBER OF DIRECTORS. THE ALLOWABLE NUMBER OF DIRECTORS SHALL HAVE NOT LESS THAN FOUR AND NO MORE THAN FIFTEEN DIRECTORS AND SHALL BE DETERMINED BY THE BOARD OF DIRECTORS. 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.