HOUSING TRUST SILICON VALLEY: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- HOUSING TRUST SILICON VALLEY (EIN 77-0545135)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-13
- IRS object ID
- 201101339349305670
- Schema version
- 2009v1.7
- 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 | 2011-05-13T17:54:55-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDQUIST VON HUSEN & JOYCE LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 90 NEW MONTGOMERY STREET 11TH FLOOR | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770545135 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOUSING TRUST OF SANTA CLARA COUNTY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HOUS | NameControl |
| Phone | 4084363450 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 95 S MARKET ST No 610 | AddressLine1 |
| City | SAN JOSE | City |
| State | CA | State |
| ZIP Code | 95113 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KEVIN ZWICK | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 4084363450 | Phone |
| Date Signed | 2011-05-12 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Lindquist von Husen Joyce LLP | Name |
| Phone | 4159579999 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Name Of Principal Officer Person | KEVIN ZWICK | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 95 S MARKET ST No 610 | AddressLine1 |
| City | SAN JOSE | City |
| State | CA | State |
| ZIP Code | 95113 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3018279 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.housingtrustscc.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2000 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | THE TRUST LOANED MONEY TO FIRST TIME HOME BUYERS FOR DOWN PAYMENT ASSISTANCE AND FOR CLOSING COST ASSISTANCE. THE TRUST ALSO MADE A SIGNIFICANT NUMBER OF LOANS TO DEVELOPERS TO PURCHASE, DEVELOP, BUILD AND RENOVATE PROPERTIES TO CREATE AFFORDABLE HOUSING IN SANTA CLARA COUNTY. THE TRUST ALSO AWARDED GRANTS TO OTHER ORGANIZATIONS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 22 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 22 | NbrIndependentVotingMembers |
| Total Nbr Employees | 6 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1405892 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2691709 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 108170 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 100281 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 358644 | InvestmentIncomePriorYear |
| Investment Income Current Year | 191945 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 21363 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1872706 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3005298 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 144500 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 835034 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 467818 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 667885 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 80282 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 507281 | OtherExpensePriorYear |
| Other Expenses Current Year | 807612 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1119599 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2310531 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 753107 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 694767 | RevenuesLessExpensesCY |
| Total Assets BOY | 29299684 | TotalAssetsBOY |
| Total Assets EOY | 30672868 | TotalAssetsEOY |
| Total Liabilities BOY | 1595195 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2273612 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 27704489 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 28399256 | NetAssetsOrFundBalancesEOY |
| Mission Description | The mission of the Housing Trust of Santa Clara County is to serve as a catalyst to develop desperately-needed housing in Santa Clara County through a mix of corporate and community investors. The Housing Trust is dedicated to building and sustaining a revolving loan fund and grant-making program that will leverage other housing resources throughout Silicon Valley. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 783514 | Expense |
| Revenue | 36950 | Revenue |
| Description | FIRST-TIME HOMEBUYER PROGRAMS - HOUSING TRUST OFFERS THE DOWNPAYMENT ASSISTANCE PROGRAM, MORTGAGE ASSISTANCE PROGRAM, AND CLOSING COST ASSISTANCE PROGRAM TO HELP QUALIFIED FIRST-TIME HOMEBUYERS IN SANTA CLARA COUNTY WITH DOWNPAYMENT AND CLOSING COSTS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 126638 | Expense |
| Revenue | 14226 | Revenue |
| Description | AFFORDABLE MULTI-FAMILY RENTAL PROGRAM - THE PROGRAM IS DESIGNED TO HELP CREATE AFFORDABLE MULTI-FAMILY RENTAL HOUSING UNITS IN COMMUNITIES THROUGHOUT SANTA CLARA COUNTY THROUGH GRANTS AND LOANS TO QUALIFIED DEVELOPERS OF AFFORDABLE MULTI-FAMILY RENTAL HOUSING. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1048469 | Expense |
| Revenue | 49105 | Revenue |
| Description | HOMELESS AND SPECIAL NEEDS PROGRAM - THE PROGRAM IS DESIGNED TO HELP PREVENT HOMELESSNESS IN CITIES ACROSS SANTA CLARA COUNTY THROUGH GRANTS AND LOANS TO QUALIFIED DEVELOPERS OF HOUSING FOR THE HOMELESS AND/OR THOSE WITH SPECIAL NEEDS. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 99415 | Expense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 99415 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 2058036 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| 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 | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | 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 |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 15 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 6 | 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 |
| Nbr Voting Governing Body Members | 22 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 22 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | 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 | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | 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 | THE ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4084363450 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 95 S MARKET ST STE 610 | AddressLine1 |
| City | SAN JOSE | City |
| State | CA | State |
| ZIP Code | 95113 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (25 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| KEN YEAGER | |||||||
| CHAIR | 1.00 | X | X | 0 | 0 | 0 | |
| LESLEE GUARDINO | |||||||
| VICE-CHAIR | 1.00 | X | X | 0 | 0 | 0 | |
| LINDA MANDOLINI | |||||||
| VICE-CHAIR | 1.00 | X | X | 0 | 0 | 0 | |
| SHERRI LUTHER | |||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 | |
| SPARKY HARLAN | |||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 | |
| PHILIP BOYCE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| CARL GUARDINO | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT SHERRARD | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MARGARET ABE-KOGA | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JOHN PAUL BRUNO | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JONATHAN EMAMI | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DANIEL FURTADO | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| CECILY JOSEPH | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JOHN MCLEMORE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| PATRICK O' MALLEY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MIKE SELFRIDGE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| RON SWEGLES | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| STEVE TATE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ASH KALRA | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DIANE MCNUTT | |||||||
| dIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JOHN BARTON | |||||||
| dIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| KATHLEEN KING | |||||||
| dIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| KEVIN ZWICK | |||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 150000 | 0 | 13500 | ||
| MAUREEN SHILLING | |||||||
| DIR. OF FIN. & OPERATION | 40.00 | X | 80205 | 0 | 5500 | ||
| JESSICA-GARCIA KOHL | |||||||
| ASSOCIATE DIRECTOR | 40.00 | 111346 | 0 | 10050 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 341551 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 29050 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Government Grants | 2454569 | GovernmentGrants |
| All Other Contributions | 237140 | AllOtherContributions |
| Total Contributions | 2691709 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PROGRAM SERVICE FEE | Description |
| Business Code | 531390 | BusinessCode |
| Total Revenue Column | 100281 | TotalRevenueColumn |
| Related Or Exempt Function Income | 100281 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 100281 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 191945 | TotalRevenueColumn |
| Exclusion | $191,945 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 34344 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 12981 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 21363 | TotalRevenueColumn |
| Exclusion | $21,363 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3005298 | TotalRevenueColumn |
| Related Or Exempt Function Income | 100281 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $213,308 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 835034 | Total |
| Program Services | 835034 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 248779 | Total |
| Program Services | 169381 | ProgramServices |
| Management And General | 66959 | ManagementAndGeneral |
| Fundraising | 12439 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 276662 | Total |
| Program Services | 213990 | ProgramServices |
| Management And General | 28558 | ManagementAndGeneral |
| Fundraising | 34114 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25245 | Total |
| Program Services | 18384 | ProgramServices |
| Management And General | 4633 | ManagementAndGeneral |
| Fundraising | 2228 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 74110 | Total |
| Program Services | 54072 | ProgramServices |
| Management And General | 13472 | ManagementAndGeneral |
| Fundraising | 6566 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43089 | Total |
| Program Services | 31438 | ProgramServices |
| Management And General | 7833 | ManagementAndGeneral |
| Fundraising | 3818 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23540 | Total |
| Program Services | 7074 | ProgramServices |
| Management And General | 16466 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9937 | Total |
| Program Services | 9937 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8132 | Total |
| Program Services | 5934 | ProgramServices |
| Management And General | 1478 | ManagementAndGeneral |
| Fundraising | 720 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40211 | Total |
| Program Services | 29338 | ProgramServices |
| Management And General | 7310 | ManagementAndGeneral |
| Fundraising | 3563 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5123 | Total |
| Program Services | 5123 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3382 | Total |
| Program Services | 1621 | ProgramServices |
| Management And General | 1216 | ManagementAndGeneral |
| Fundraising | 545 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20000 | Total |
| Program Services | 20000 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10245 | Total |
| Program Services | 7475 | ProgramServices |
| Management And General | 1862 | ManagementAndGeneral |
| Fundraising | 908 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9704 | Total |
| Program Services | 7080 | ProgramServices |
| Management And General | 1764 | ManagementAndGeneral |
| Fundraising | 860 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PROVISION FOR LOAN LOSS | 340191 | 340191 | ||
| UNCOLLECTABLE PLEDGES | 116200 | 116200 | ||
| PROGRAM ADMINISTRATION | 74558 | 74558 | ||
| CONSULTING | 48832 | 48832 | ||
| WEBSITE SUPPORT | 23549 | 17182 | 4281 | 2086 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 74008 | Total |
| Program Services | 45192 | ProgramServices |
| Management And General | 16381 | ManagementAndGeneral |
| Fundraising | 12435 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2310531 | Total |
| Program Services | 2058036 | ProgramServices |
| Management And General | 172213 | ManagementAndGeneral |
| Fundraising | 80282 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35 | BOY |
| EOY | 128 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7376837 | BOY |
| EOY | 7357099 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1363175 | BOY |
| EOY | 1726745 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1178506 | BOY |
| EOY | 211234 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19322568 | BOY |
| EOY | 21327915 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33205 | BOY |
| EOY | 34634 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 94497 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 79384 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25358 | BOY |
| EOY | 15113 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29299684 | BOY |
| EOY | 30672868 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 90195 | BOY |
| EOY | 83228 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1500000 | BOY |
| EOY | 1500000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5000 | BOY |
| EOY | 690384 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1595195 | BOY |
| EOY | 2273612 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22643806 | BOY |
| EOY | 22653070 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5060683 | BOY |
| EOY | 5746186 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27704489 | BOY |
| EOY | 28399256 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29299684 | BOY |
| EOY | 30672868 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 2828620 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 702034 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2432051 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1405892 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2691709 | CurrentTaxYear |
| Total | 10060306 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2828620 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 702034 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2432051 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1405892 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2691709 | CurrentTaxYear |
| Total | 10060306 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 16379 | AmountsSubstContributorsTotal |
| Public Support Total170 | 10043927 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 405274 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 588718 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 576148 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 358644 | CurrentTaxYearMinus1Year |
| Current Tax Year | 191945 | CurrentTaxYear |
| Total | 2120729 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 12181035 | TotalSupport |
| Gross Receipts From Admissions Etc | 208451 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.82460 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.77040 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
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 | 22946 | OtherCostOrOtherBasis |
| Depreciation | 22355 | Depreciation |
| Book Value | 591 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 71551 | OtherCostOrOtherBasis |
| Depreciation | 57029 | Depreciation |
| Book Value | 14522 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 15113 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | GRANTS PAYABLE | Description |
| Amount | $690,384 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 690384 | TotalOfAmounts |
| Total Revenue | 3005298 | TotalRevenue |
| Total Expenses | 2310531 | TotalExpenses |
| Excess Or Deficit For Year | 694767 | ExcessOrDeficitForYear |
| Total Adjustments | 0 | TotalAdjustments |
| Excess Or Deficit Per FS | 694767 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 2889098 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 2889098 | RevenueSubtotal |
| Other Revenues Not Included | 116200 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 116200 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 3005298 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2194331 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 2194331 | ExpensesSubtotal |
| Other Expenses Not Included | 116200 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 116200 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 2310531 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Part XII, Line 4b - Other Adjustments: | ALLOWANCE FOR UNCOLLECTIBLE PLEDGE: 116200. |
| Part XIII, Line 4b - Other Adjustments: | ALLOWANCE FOR UNCOLLECTIBLE PLEDGE: 116200. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | LUNCHEON FUNDRAISER | NameOfEvent1 |
| Gross Receipts Event1 | 34344 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 34344 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 12981 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 34344 | GrossReceiptsTotal |
| Gross Revenue Total Events | 34344 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 12981 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 12981 | DirectExpenseSummaryEvents |
| Net Income Summary | 21363 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (17 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| COMMUNITY SERVICES AGENCY OF MOUNTAIN VIEW | |||||||
| 204 Stierlin Road | Mountain View | CA | 94043 | 941422465 | 501(C)(3) | 12500 | EMERGENCY HOMELESS PREVENTION |
| ST JOSEPH'S FAMILY CENTER | |||||||
| 7950-A Church Street | GILROY | CA | 95020 | 030391775 | 501(C)(3) | 12500 | EMERGENCY HOMELESS PREVENTION |
| SUNNYVALE COMMUNITY SERVICES | |||||||
| 725 Kifer Road | SUNNYVALE | CA | 94086 | 941713897 | 501(C)(3) | 12500 | EMERGENCY HOMELESS PREVENTION |
| WEST VALLEY COMMUNITY SERVICES | |||||||
| 10104 Vista Drive | CUPERTINO | CA | 95014 | 942211685 | 501(C)(3) | 100000 | SAFETY NET CAPITAL IMPROVEMENT |
| INNVISION | |||||||
| 974 Willow Street | SAN JOSE | CA | 95125 | 770033628 | 501(C)(3) | 12500 | EMERGENCY HOMELESS PREVENTION |
| COMMUNITY CHILDCARE COUNCIL | |||||||
| 2515 N 1st Street | SAN JOSE | CA | 95131 | 942180243 | 501(C)(3) | 12500 | EMERGENCY HOMELESS PREVENTION |
| COMMUNITY SOLUTIONS | |||||||
| PO Box 546 | Morgan Hill | CA | 95038 | 237351215 | 501(C)(3) | 12500 | EMERGENCY HOMELESS PREVENTION |
| SILICON VALLEY INDEPENDENT LIVING CENTER | |||||||
| 2306 Zanker Drive | SAN JOSE | CA | 95131 | 942332246 | 501(C)(3) | 12500 | EMERGENCY HOMELESS PREVENTION |
| CATHOLIC CHARITIES OF SANTA CLARA COUNTY | |||||||
| 2625 Zanker Rd | SAN JOSE | CA | 95134 | 942762269 | 501(C)(3) | 12500 | EMERGENCY HOMELESS PREVENTION |
| NEXT DOOR SOLUTIONS TO DOMESTIC VIOLENCE | |||||||
| 234 East Gish Rd Suite 200 | SAN JOSE | CA | 95112 | 942420708 | 501(C)(3) | 12500 | EMERGENCY HOMELESS PREVENTION |
| SACRED HEART COMMUNITY SERVICES | |||||||
| 1381 S First Street | SAN JOSE | CA | 95110 | 237179787 | 501(C)(3) | 12500 | EMERGENCY HOMELESS PREVENTION |
| MAITRI | |||||||
| 234 East Gish Rd Suite 200 | SAN JOSE | CA | 95112 | 943132087 | 501(C)(3) | 6000 | EMERGENCY HOMELESS PREVENTION |
| WEST VALLEY COMMUNITY SERVICES | |||||||
| 10104 Vista Drive | CUPERTINO | CA | 95014 | 942211685 | 501(C)(3) | 12500 | EMERGENCY HOMELESS PREVENTION |
| INNVISION | |||||||
| 974 Willow Street | SAN JOSE | CA | 95125 | 770033628 | 501(C)(3) | 200000 | SAFETY NET CAPITAL IMPROVEMENT |
| CHARITIES HOUSING DEVELOPMENT | |||||||
| 1400 PARKMOOR AVENUE SUITE 190 | SAN JOSE | CA | 95126 | 770359848 | 501(C)(3) | 136044 | SAFETY NET CAPITAL IMPROVEMENT |
| COMMUNITY SOLUTIONS | |||||||
| PO Box 546 | MORgan Hill | CA | 95038 | 237351215 | 501(C)(3) | 54340 | SAFETY NET CAPITAL IMPROVEMENT |
| BILL WILSON CENTER | |||||||
| PO BOX 210 A | SANTA CLARA | CA | 95052 | 942221849 | 501(C)(3) | 200000 | SAFETY NET CAPITAL IMPROVEMENT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 17 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: The organization publishes initial grant guidelines and accepts applications from qualified organizations. The Program Committee reviews all grant applicants and approves the award of all grants. The recipient organization must report monthly the status of all grant funds received and the way in which these funds have been disbursed in accordance with the initial purpose. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEVIN ZWICK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Base Compensation Filing Org | 130000 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 20000 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 13500 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 163500 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section A, line 2 | CARL GUARDINO, BOARD MEMBER AND LESLEE GUARDINO, VICE CHAIRPERSON ARE HUSBAND AND WIFE. |
| Form 990, Part VI, Section B, line 11 | THE 990 IS REVIEWED AND APPROVED FOR FILING BY THE FINANCE COMMITTEE. THE ENTIRE BOARD RECEIVES A COPY OF THE FORM 990 PRIOR TO FILING IN SUFFICIENT TIME TO POSE ANY QUESTIONS OR GIVE COMMENTS. |
| Form 990, Part VI, Section B, line 12c | EACH BOARD MEMBER MUST COMPLETE AND SIGN A CONFLICT OF INTEREST POLICY ANNUALLY. NEW BOARD MEMBERS OR THOSE BEING CONSIDERED ARE EVALUATED TO SEE IF THERE EXIST ANY CONFLICT OF INTEREST. EMPLOYEES MUST ALSO SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. IF THE BOARD IS EVALUATING A BUSINESS DEALING WITH AN ENTITY THAT A BOARD MEMBER HAS SOME INVOLVEMENT, THE BOARD MEMBER RECUSES THEMSELVES FROM ALL DISCUSSION AND FROM VOTING. IN ADDITION THE BOARD MEMBER ALSO EXCUSED THEMSELVES FROM THE MEETING TO ALLOW OTHER MEMBERS TO DISCUSS THE DEAL CANDIDLY. |
| Form 990, Part VI, Section B, line 15 | THE PERSONNEL COMMITTEE RELIES UPON SALARY SURVEY DATA TO DETERMINE THE REASONABLENESS OF THE COMPENSATION OF THE EXECUTIVE DIRECTOR. |
| Form 990, Part VI, Section C, line 19 | The governing documents are available at the organization offices which are available for inspection Mon to Fri, 9am to 5pm. |
| FORM 990, PART XI, LINE 2C | THE COMMITTEE'S OVERSIGHT PROCESS OF THE AUDIT AND THE PROCESS FOR SELECTION OF AN INDEPENDENT ACCOUNTANT HAVE NOT CHANGED. |
| Form 990, Part V, Line 1c: | During the tax year, the organization did not encounter any situations that would require backup withholding. |
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