SOURCEWISE: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
SOURCEWISE (EIN 94-2256503)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-02-20
IRS object ID
202620519349301607
Schema version
2024v5.2
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

FieldValueIRS element (for citing)
Return2026-02-20T13:20:38-08:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN883279586PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Hiep Pham CPA IncBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line141041 Trimboli Way 1926AddressLine1Txt
CityFremontCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94538ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN942256503EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SourcewiseBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSOURBusinessNameControlTxt
Phone4083503200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13100 De La Cruz Blvd Suite 310AddressLine1Txt
CitySanta ClaraCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95054ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAneliza Del PinalPersonNm
Person TitleCEOPersonTitleTxt
Phone4083503200PhoneNum
Signature2025-11-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHiep PhamPreparerPersonNm
PTINP01346204PTIN
Phone5107897736PhoneNum
Preparation2026-02-20PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1Aneliza Del PinalBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line13100 De La Cruz Blvd Suite 310AddressLine1Txt
CitySanta ClaraCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95054ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$27,003,934GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.mysourcewise.comWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1974FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionThe Mission of Sourcewise is to foster a comprehensive coordinated home and community based service delivery system to meet the needs of older persons and their caregivers in Santa Clara.ActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee144TotalEmployeeCnt
Total Volunteers1531TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$25,017,583PYContributionsGrantsAmt
CY Contributions Grants$26,683,253CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$7,505PYInvestmentIncomeAmt
CY Investment Income$22,440CYInvestmentIncomeAmt
PY Other Revenue$275,560PYOtherRevenueAmt
CY Other Revenue$298,241CYOtherRevenueAmt
PY Total Revenue$25,300,648PYTotalRevenueAmt
CY Total Revenue$27,003,934CYTotalRevenueAmt
PY Grants And Similar Paid$11,485,779PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$8,268,040PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$9,110,717CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$5,562,919PYOtherExpensesAmt
CY Other Expenses$17,562,664CYOtherExpensesAmt
PY Total Expenses$25,316,738PYTotalExpensesAmt
CY Total Expenses$26,673,381CYTotalExpensesAmt
PY Revenues Less Expenses-$16,090PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$330,553CYRevenuesLessExpensesAmt
Total Assets BOY$9,993,670TotalAssetsBOYAmt
Total Assets EOY$9,569,685TotalAssetsEOYAmt
Total Liabilities BOY$8,308,342TotalLiabilitiesBOYAmt
Total Liabilities EOY$7,067,642TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,685,328NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,502,043NetAssetsOrFundBalancesEOYAmt
MissionThe Mission of Sourcewise is to foster a comprehensive coordinated home and community based service delivery system to meet the needs of older persons and their caregivers in Santa Clara.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$25,268,737ExpenseAmt
Grant$9,303,991GrantAmt
Revenue$0RevenueAmt
DescProvided services to elderly in Santa Clara County including in-home assistance, meals & nutritional services, day health care, transportation, respite services, insurance counseling, legal assistance, job training and placement opportunities.Desc
Total Program Service Expenses$25,268,737TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document51IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee144EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SourcewiseBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4082968290PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13100 De La Cruz Blvd Suite 310AddressLine1Txt
CitySanta ClaraCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95054ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
Jeff Tepper
President2.00Yes (X)Yes (X)$0$0$0
Sonya Casares
Vice President2.00Yes (X)Yes (X)$0$0$0
Matthew Woodruff
Treasurer2.00Yes (X)Yes (X)$0$0$0
Robert MacLaughlin
Board Member2.00Yes (X)$0$0$0
Heather Severson-Tanez
Board Member2.00Yes (X)$0$0$0
Michal Ann Mendoza
Board Member2.00Yes (X)$0$0$0
Maureen Heath
Board Member2.00Yes (X)$0$0$0
Aneliza Del Pinal
Chief Executive Offier40.00Yes (X)$286,194$0$0Yes (X)
Dung Nguyen
VP of Finance, Risk & Compliance40.00$189,261$0$0Yes (X)
Edith Gong
Public Authority Director40.00$151,542$0$0Yes (X)
Teck Chen Chia
Accounting & Payroll Manager40.00$139,244$0$0Yes (X)
Rosaura Jimenez
Director of Supportive Service40.00$135,762$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$902,003TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K9IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Government Grants$21,234,288GovernmentGrantsAmt
All Other Contributions$5,448,965AllOtherContributionsAmt
Noncash Contributions$161,021NoncashContributionsAmt
Total Contributions$26,683,253TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$22,440TotalRevenueColumnAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$22,440ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$298,241TotalRevenueColumnAmt
Related Or Exempt Func Income$298,241RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$298,241OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$27,003,934TotalRevenueColumnAmt
Related Or Exempt Func Income$298,241RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$22,440ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$902,003TotalAmt
Program Services$746,562ProgramServicesAmt
Management And General$155,441ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$6,649,851TotalAmt
Program Services$5,501,045ProgramServicesAmt
Management And General$1,148,806ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$288,738TotalAmt
Program Services$231,403ProgramServicesAmt
Management And General$57,335ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$723,297TotalAmt
Program Services$579,405ProgramServicesAmt
Management And General$143,892ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$546,828TotalAmt
Program Services$451,197ProgramServicesAmt
Management And General$95,631ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$36,700TotalAmt
Program Services$32,600ProgramServicesAmt
Management And General$4,100ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$552,631TotalAmt
Program Services$496,707ProgramServicesAmt
Management And General$55,924ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$435,587TotalAmt
Program Services$428,838ProgramServicesAmt
Management And General$6,749ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$765,141TotalAmt
Program Services$670,820ProgramServicesAmt
Management And General$94,321ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$242,897TotalAmt
Program Services$181,397ProgramServicesAmt
Management And General$61,500ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$192,905TotalAmt
Program Services$0ProgramServicesAmt
Management And General$192,905ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$89,409TotalAmt
Program Services$77,133ProgramServicesAmt
Management And General$12,276ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Postage and Printing$487,944$476,226$11,718$0
Supplies$252,862$240,657$12,205$0
Dues and Subscriptions$453,735$359,596$94,139$0
Contracted Services$9,303,991$9,303,991$0$0

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$4,748,862TotalAmt
Program Services$5,491,160ProgramServicesAmt
Management And General-$742,298ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$26,673,381TotalAmt
Program Services$25,268,737ProgramServicesAmt
Management And General$1,404,644ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,211,339BOYAmt
EOY$2,902,445EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,080,887BOYAmt
EOY$3,301,734EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$191,600BOYAmt
EOY$233,727EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$6,429,195LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$4,796,876LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,754,610BOYAmt
EOY$1,632,319EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$168,534BOYAmt
EOY$173,132EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,586,700BOYAmt
EOY$1,326,328EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$9,993,670BOYAmt
EOY$9,569,685EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$2,555,278BOYAmt
EOY$3,129,796EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$1,746,925BOYAmt
EOY$1,754,810EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,882,866BOYAmt
EOY$793,823EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,123,273BOYAmt
EOY$1,389,213EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$8,308,342BOYAmt
EOY$7,067,642EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,685,328BOYAmt
EOY$2,502,043EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,685,328BOYAmt
EOY$2,502,043EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$9,993,670BOYAmt
EOY$9,569,685EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$330,553ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$486,162OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind
Other Support Sum$0OtherSupportSumAmt

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$14,762,299CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$17,855,308CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$20,886,154CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$25,017,583CurrentTaxYearMinus1YearAmt
Current Tax Year$26,683,253CurrentTaxYearAmt
Total$105,204,597TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$14,762,299CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$17,855,308CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$20,886,154CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$25,017,583CurrentTaxYearMinus1YearAmt
Current Tax Year$26,683,253CurrentTaxYearAmt
Total$105,204,597TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$105,204,597PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$50,126CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10,727CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$21,525CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,505CurrentTaxYearMinus1YearAmt
Current Tax Year$22,440CurrentTaxYearAmt
Total$112,323TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$359,970CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$275,560CurrentTaxYearMinus1YearAmt
Current Tax Year$298,241CurrentTaxYearAmt
Total$933,771TotalAmt
FieldValueIRS element (for citing)
Total Support$106,250,691TotalSupportAmt
Public Support CY1700.99020PublicSupportCY170Pct
Public Support PY1700.98910PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind
Public Support Total509$0PublicSupportTotal509Amt
Public Support CY5090PublicSupportCY509Pct
Investment Income CY0InvestmentIncomeCYPct

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePt II Ln 10FormAndLineReferenceDesc
ExplanationOther Income Part II, Line 10 Description: Other Income 2022: 359970. 2023: 275560. 2024: 298241.ExplanationTxt

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$348,342InvestmentCostOrOtherBasisAmt
Book Value$348,342BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$571,179InvestmentCostOrOtherBasisAmt
Depreciation$317,328DepreciationAmt
Book Value$253,851BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$2,691,655InvestmentCostOrOtherBasisAmt
Depreciation$1,873,173DepreciationAmt
Book Value$818,482BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$2,216,404InvestmentCostOrOtherBasisAmt
Depreciation$2,123,055DepreciationAmt
Book Value$93,349BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$601,615InvestmentCostOrOtherBasisAmt
Depreciation$483,320DepreciationAmt
Book Value$118,295BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,632,319TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescOperating Lease Right-of-Use AssetDesc
Book Value$1,326,328BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$1,326,328TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
Operating Lease Liability$1,389,213
Due To/(From)$0
FieldValueIRS element (for citing)
Total Liability$1,389,213TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$27,003,934TotalRevEtcAuditedFinclStmtAmt
Revenue Subtotal$27,003,934RevenueSubtotalAmt
Total Revenue Per Form990$27,003,934TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$26,673,381TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$26,673,381ExpensesSubtotalAmt
Total Expenses Per Form990$26,673,381TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePt X, Line 2FormAndLineReferenceDesc
ExplanationThe Organization is exempt from Federal income taxes under Section 501(c)(3) of the Internal Revenue Code. The Organization is also exempt from California franchise taxes under Section 23701(d) of the Revenue and Taxation Code and, therefore, has made no provision for Federal or California income taxes. Contributors, donors, and grantors may obtain tax benefits. In addition, the Organization has been determined by the Internal Revenue Service not to be a private foundation within the meaning of Section 509(a) of the Code. The Organization adopted the recognition requirements for uncertain income tax positions as required by generally accepted accounting principles, with no cumulative effect adjustment required. Income tax benefits are recognized for income tax positions taken or expected to be taken in a tax return, only when it is determined that the income tax position will more-likely-thannot be sustained upon examination by taxing authorities. The Organization has analyzed tax positions taken for filing with the Internal Revenue Service and all state jurisdictions where it operates. The Organization believes that income tax filing positions will be sustained upon examination and does not anticipate any adjustments that would result in a material adverse affect on the Organizations financial condition, results of operations or cash flows. Accordingly, the Organization has not recorded any reserves, or related accruals for interest and penalties for uncertain income tax positions. The Organization is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedfalseGrantRecordsMaintainedInd

Recipient Table RecipientTable (17 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
Alzheimer's Disease and Related Disorders Association Inc
2290 N First St Suite 212San JoseCA95131942897949$64,800Title III-E
Asian American Community for Involvement
2400 Moorpark Ave 300San JoseCA95128942292491$85,407Title III-D
Avenidas
450 Bryant StreetPalo AltoCA94301941480578$115,279Title III-B, III-E
Bloom USA Catering
3233-D De la Cruz BlvdSanta ClaraCA95054822995347$49,659MOCA
Catholic Charities of Santa Clara County
2625 Zanker Rd Suite 201San JoseCA95134942762269$683,232Title III-B, III-E, VII-A, MOCA
City of Sunnyvale
550 E Remington DrSunnyvaleCA94087946000043$21,038Title III-D
Community Services Agency of Mountain View and Los Altos
204 Stierlin RdMountain ViewCA94043941422465$197,300Title III-B
County of Santa Clara
333 West Julian StSan JoseCA95110946000533$6,823,332Title III-C1, III-C2,
Family Caregiver Alliance
235 Montgomery Street Suite 930San FranciscoCA94104942687079$53,481MOCA
Hearts and Minds Activity Center
2380 Enborg LnSan JoseCA95128942936723$133,785Title III-E, MOCA
Hunger at Home
1560 Berger DrSan JoseCA95112475462753$18,750MOCA
Live Oak Adult Day Services
1147 Minnesota AveSan JoseCA95125770069106$370,346Title III-B, III-E
Loaves & Fishes Family Kitchen
1500 Berger DriveSan JoseCA95112770370874$50,015Title III-C2
Peninsula Volunteers Inc
800 Middle AveMenlo ParkCA94025941294939$59,838Title III-B, MOCA
San Jose State University Research Foundation - Timpany Center
730 Empey WaySan JoseCA95128946017638$92,991Title III-D
Senior Adults Legal Assistance
1425 Koll Circle 109San JoseCA95112237419761$394,108Title III-B, VII-B
West Valley Community Services
10104 Vista DrCupertinoCA95014942211685$23,179MOCA

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Aneliza Del Pinal
$286,194$0$0$0$0$0$0$0$0$0$286,194$0$0$0
Dung Nguyen
$189,261$0$0$0$0$0$0$0$0$0$189,261$0$0$0
Edith Gong
$151,542$0$0$0$0$0$0$0$0$0$151,542$0$0$0

Schedule M IRS990ScheduleM

FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (12 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Pt VI, Line 11bA copy of the Form 990 is provided to the Governing Body after filing.
Pt VI, Line 12cAnnually, the Governing Body reviews the conflict of interest policy for compliance.
Pt VI, Line 15aThe CEO Evaluation Committee, comprised of various members of the board, reviews and approves the compensation of the CEO of the Organization.
Pt VI, Line 15bThe CEO Evaluation Committee, comprised of various members of the board, reviews and approves the compensation for other officers.
Pt VI, Line 19Additional information available upon request.
Pt XINet Assets Transfer The Affiliate transferred net assets in the amount of $486,162 during the year ended June 30, 2025 to clear its due to/(from) account from the previous year.
Form 990, Part IX, Line 24eMaintenance 159005. 146311. 12694. 0.
Form 990, Part IX, Line 24eJob Development 190792. 190792. 0. 0.
Form 990, Part IX, Line 24ePurchased Services 708817. 708682. 135. 0.
Form 990, Part IX, Line 24eOther Expenses 64407. 58593. 5814. 0.
Form 990, Part IX, Line 24eWrap Around Care 3625841. 3625841. 0. 0.
Form 990, Part IX, Line 24eIndirect Costs 0. 760941. -760941. 0.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1Care Access Silicon ValleyBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line13100 De La Cruz Blvd Suite 310AddressLine1Txt
CitySanta ClaraCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95054ZIPCd
FieldValueIRS element (for citing)
EIN020652916EIN
Primary ActivitiesServes Non-Profit OrganizationPrimaryActivitiesTxt
Legal Domicile StateCALegalDomicileStateCd
Exempt Code Section501(c)(3)ExemptCodeSectionTxt
Public Charity StatusActivePublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1SourcewiseBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (true)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

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