2026-05-14T19:04:56-05:00 2025-06-30 946214841 ARMANINO ADVISORY LLC 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2024-07-01 942684272 HOMEFIRST SERVICES OF SANTA CLARA COUNTY HOME 4085392118 3150 ALMADEN EXPRESSWAY 147 SAN JOSE CA 95118 SHANTEL WEINGAND CFO 4085392118 2026-05-14 1 0 MATTHEW PETROSKI P00853132 9257902600 2026-05-14 2024 2025-03-06 01:10:19Z X SHANTEL WEINGAND 3150 ALMADEN EXPRESSWAY 147 SAN JOSE CA 95118 62297157 0 X WWW.HOMEFIRSTSCC.ORG X 1980 CA HOMEFIRST CONFRONTS HOMELESSNESS BY CULTIVATING PEOPLE'S POTENTIAL TO GET HOUSED AND STAY HOUSED. 12 12 584 448 0 0 56006098 60010411 2080057 1980285 107837 1453 64112 198352 58258104 62190501 4353036 5272235 0 0 37265033 39975716 0 0 1280033 16878688 17855928 58496757 63103879 -238653 -913378 32101703 33808205 15390783 17996816 16710920 15811389 HOMEFIRST CONFRONTS HOMELESSNESS BY CULTIVATING PEOPLE'S POTENTIAL TO GET HOUSED AND STAY HOUSED. 0 0 EIH-RUE FERRARI:HOMEFIRST, IN PARTNERSHIP WITH THE CITY OF SAN JOS, OPERATES THE EMERGENCY INTERIM HOUSING (EIH) PROGRAM AT THE RUE FERRARI SITE, PROVIDING LOW-BARRIER, NON-CONGREGATE TEMPORARY HOUSING AND SUPPORTIVE SERVICES TO UNHOUSED ADULTS. THE PROGRAM OFFERS 24/7 ON-SITE OPERATIONS, INCLUDING CASE MANAGEMENT, HOUSING NAVIGATION, AND BEHAVIORAL HEALTH SUPPORT, WITHIN A HOUSING FIRST FRAMEWORK. THROUGH A PHASED SERVICE APPROACH, THE PROGRAM STABILIZES PARTICIPANTS AND ASSISTS THEM IN SECURING AND MAINTAINING PERMANENT HOUSING, AS PART OF THE CITY'S BROADER HOMELESSNESS RESPONSE SYSTEM. SUPPORTIVE SERVICES FOR VETERAN FAMILIES (SSVF):THIS PROGRAM IS DESIGNED TO ASSIST LOW-INCOME VETERAN FAMILIES WHO ARE HOMELESS OR AT RISK OF HOMELESSNESS. THE PROGRAM PROVIDES RAPID REHUSING AND HOMELESSNESS PREVENTION SERVICES, HELPING VETERAN FAMILIES STABILIZE THEIR HOUSING SITUATION. SERVICES PROVIDED INCLUDE FINANCIAL ASSISTANCE FOR RENT, UTILITIES AND SECURITY DEPOSITS, MEDIATION WITH LANDLORDS TO PREVENT EVICTION, RAPID REHOUSING ASSISTANCE IN SECURING PERMANENT HOUSING, CASE MANAGEMENT TO HELP ACCCESS MAINSTREAM BENEFITS SUCH AS FOOD ASSISTANCE AND EMPLOYMENT PROGRAMS, EMPLOYMENT SUPPORT SUCH AS EMPLOYMENT SEARCH ASSISTANCE AND RESUME BUILDING, AND HEALTH SERVICES SUCH AS SUBSTANCE USE TREATMENT REFERRALS. COLD WEATHER SHELTER-GILROY:HOMEFIRST OPERATES THE COLD WEATHER SHELTER PROGRAM IN PARTNERSHIP WITH SANTA CLARA COUNTY AT ITS GILROY SITE, PROVIDING SEASONAL, LOW-BARRIER EMERGENCY SHELTER AND SUPPORTIVE SERVICES TO INDIVIDUALS AND FAMILIES EXPERIENCING HOMELESSNESS DURING THE WINTER MONTHS. THE PROGRAM OPERATES ON A REFERRAL BASIS AND OFFERS OVERNIGHT ACCOMMODATIONS, MEALS, HYGIENE FACILITIES, AND CASE MANAGEMENT TO HELP STABILIZE PARTICIPANTS AND CONNECT THEM TO HOUSING AND SUPPORTIVE SERVICES. DESIGNED TO PROTECT VULNERABLE INDIVIDUALS DURING PERIODS OF INCLEMENT WEATHER, THE PROGRAM SERVES AS A CRITICAL COMPONENT OF THE COUNTY'S EMERGENCY SHELTER SYSTEM AND BROADER CONTINUUM OF CARE. 54486482 5272235 1980285 54486482 5272235 1980285 54486482 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 399 0 1 584 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X THE ORGANIZATION 4085392118 3150 ALMADEN EXPRESSWAY 147 SAN JOSE CA 95118 SRI VENKAT PRESIDENT/BOARD CHAIR 2.00 X X 0 0 0 APAMA MOTIWALA BOARD VICE CHAIR/FUND DEV./GOV. COMM. 2.00 X X 0 0 0 SURESH BHAT TREASURER/FINANCE COMMITTEE 2.00 X X 0 0 0 MARY CURTIS SECRETARY/GOV. COMM. CHAIR 2.00 X X 0 0 0 AMY BADANI FUND DEVELOPMENT COMMITTEE 2.00 X 0 0 0 RICHARD FISH FUND DEVELOPMENT COMMITTEE 2.00 X 0 0 0 KRIS HANER BOARD MEMBER 2.00 X 0 0 0 MICHAEL MILLER AUDIT COMMITTEE CHAIR/FUND DEV./GOV COMMITTEE 2.00 X 0 0 0 DAVE MONTEZ AUDIT COMMITTEE 2.00 X 0 0 0 MICHELE RYAN GOV. COMM./FINANCE COMM. 2.00 X 0 0 0 SKETCH SALAZAR FUND DEVELOPMENT COMMITTEE 2.00 X 0 0 0 TROY TAZBAZ GOVERNANCE COMMITTEE 2.00 X 0 0 0 ANDREA URTON CEO (THRU 07/2024) 40.00 X 147184 0 0 RENE RAMIREZ COO, CEO (AS OF 11/2024) 40.00 X 322488 0 34073 ARTHUR STEIN CHIEF FINANCIAL OFFICER 40.00 X 233136 0 12264 KELLY VAZQUEZ CPO, COO (AS OF 01/2025) 40.00 X 242786 0 8239 BEATRIZ E RAMOS VP, EMERGENCY HOUSING, CPO (01/2025) 40.00 X 222390 0 19927 B MICHAEL MCFARLAND CHIEF DEVELOPMENT OFFICER 40.00 X 226701 0 12179 KRISTIN SMALE CONTROLLER 40.00 X 163935 0 27000 SANDRA KISS HUMAN RESOURCES DIRECTOR 40.00 X 161871 0 23879 ELIZABETH P MACAPANPAN SENIOR FACILITIES DIRECTOR 40.00 X 158496 0 30346 LORI SMITH CHIEF MARK. & COMMUNICATIONS OFFICER 40.00 X 155492 0 5090 2034479 0 172997 76 0 1 0 DEFENSE BLOCK SECURITY 9238 OLD REDWOOD HWY SUITE 202 WINDSOR CA 95492 SECURITY SERVICES 2764826 REGIONAL BUILDING MAINTENANCE 2081 BERING DR SUITE Y SAN JOSE CA 95131 JANITORIAL 1875891 I-ON MECHANICAL INC 203 LOUPE CT GILROY CA 95020 BUILDING MAINTENANCE 525780 ENTERPRISE FM TRUST 9315 OLIVE BLVD ST LOUIS MO 63132 VEHICLE RENTALS 353064 UNITED SECURITY SPECIALISTS INC 224 AIRPORT PARKWAY SUITE 200 SAN JOSE CA 95110 SECURITY SERVICES 329641 35 184200 52416970 7409241 632250 60010411 RENTAL INCOME 532000 1810885 1810885 SERVICE REVENUE 624310 169400 169400 1980285 1453 1453 875 184200 106656 -105781 -105781 MISCELLANEOUS 900099 300314 300314 REBATES 900099 3819 3819 304133 62190501 1980285 0 199805 5272235 5272235 1228778 349188 611941 267649 31541289 27538229 3518359 484701 553963 500718 53245 4052992 3378657 562381 111954 2598694 2168388 360601 69705 34617 34617 89270 89270 1812 1812 1674526 949627 640628 84271 2867 1086 169 1612 538711 379353 105670 53688 9570379 8830130 733609 6640 259616 232942 18015 8659 406868 209028 177472 20368 424141 325090 99051 1175409 1044457 130952 687812 620483 66621 708 SUPPLIES 2111326 2022316 78000 11010 DONATED GOODS 632250 566943 65307 246324 97612 120596 28116 63103879 54486482 7337364 1280033 370712 1660646 13177873 13270796 52455 39475 539884 704733 35812928 20950295 16021427 14862633 1939352 3269922 32101703 33808205 8314554 9559958 485 0 2996043 2996043 93443 0 3986258 5440815 15390783 17996816 X 10904136 9570206 5806784 6241183 16710920 15811389 32101703 33808205 -913378 13847 0 X 0 1 X 1 1 1 X 42485651 42308296 48657252 56006098 60010411 249467708 42485651 42308296 48657252 56006098 60010411 249467708 249467708 2664 4983 3469 2810 1453 15379 132585 132585 131758 304133 435891 250051563 10882468 0.99770 0.99870 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 150539 13480 13435 150584 133185 17354 150539 125701 8837 1353 133185 141864 500 -15340 1323 125701 108390 34495 1021 141864 0.00000 0.57270 0.42730 0 0 4695891 4695891 29340689 19424273 9916416 121588 120946 642 1169579 1015278 154301 485181 389798 95383 14862633 LONG-TERM INVESTMENT - ENDOWMENT 150584 LOAN FEES, NET AMORTIZATION 6570 DEPOSITS 150750 RIGHT-OF-USE ASSETS 2962018 3269922 SECURITY DEPOSITS 94703 LEASE LIABILITY 2873612 LINE OF CREDIT 2200000 LEGAL LIABILITY 272500 5440815 62414948 13847 105756 106656 226259 62188689 1812 1812 62190501 63314479 105756 106656 212412 63102067 1812 1812 63103879 PART V, LINE 4: THE FUNDS ARE TO BE USED FOR ENDOWMENT PURPOSES WITH INCOME HENCEFORTH TO BE USED FOR CERTAIN YOUTH PROGRAM SERVICES. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 106,656. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 106,656. IN FROM THE COLD 126915 126040 875 1498 43331 HOME IS WHERE THE ART IS 58160 58160 6851 54976 185075 184200 875 8349 98307 106656 -105781 1 RENT, SECURITY DEPOSITS, MOVE-IN KITS, TRANSPORTATION 880 5272235 PART I, LINE 2: EACH FINANCIAL ASSISTANCE AWARD IS REVIEWED FOR APPROPRIATENESS AND ALIGNMENT WITH PROGRAM RULES AND GOALS BY CASE AND PROGRAM WORKERS. EACH OF THESE PROPOSED EXPENSES IS APPROVED BY PROGRAM MANAGERS AND/OR DIRECTORS. MONTHLY BUDGET VS ACTUAL REPORTS ARE CREATED AND REVIEWED BY FINANCE MANAGEMENT. BVA REPORTS ARE DISTRIBUTED TO EXECUTIVE STAFF (MANAGERS AND/OR DIRECTORS AND/OR VICE PRESIDENTS AND/OR C-LEVEL EMPLOYEES) TO ENSURE THE PROGRAM IS WITHIN BUDGET. FINANCIAL STATEMENTS ARE CREATED AND REVIEWED BY FINANCE EACH MONTH, AND DISTRIBUTED TO EXECUTIVE MANAGEMENT AND THE BOARD OF DIRECTORS FOR OVERALL REVIEW FOR COMPLIANCE AND APPROPRIATENESS. X X X X X 1 0 0 0 0 0 0 0 0 RENE RAMIREZ COO, CEO (AS OF 11/2024) 322488 0 0 0 0 0 16745 0 17328 0 356561 0 0 0 KELLY VAZQUEZ CPO, COO (AS OF 01/2025) 242786 0 0 0 0 0 0 0 8239 0 251025 0 0 0 ARTHUR STEIN CHIEF FINANCIAL OFFICER 233136 0 0 0 0 0 11697 0 567 0 245400 0 0 0 BEATRIZ E RAMOS VP, EMERGENCY HOUSING, CPO (01/2025) 222390 0 0 0 0 0 10443 0 9484 0 242317 0 0 0 B MICHAEL MCFARLAND CHIEF DEVELOPMENT OFFICER 226701 0 0 0 0 0 11398 0 781 0 238880 0 0 0 KRISTIN SMALE CONTROLLER 163935 0 0 0 0 0 8364 0 18636 0 190935 0 0 0 ELIZABETH P MACAPANPAN SENIOR FACILITIES DIRECTOR 158496 0 0 0 0 0 8306 0 22040 0 188842 0 0 0 SANDRA KISS HUMAN RESOURCES DIRECTOR 161871 0 0 0 0 0 8126 0 15753 0 185750 0 0 0 LORI SMITH CHIEF MARK. & COMMUNICATIONS OFFICER 155492 0 0 0 0 0 4729 0 361 0 160582 0 0 0 PART I, LINE 4A ANDREA URTON, FORMER CHIEF EXECUTIVE OFFICER WHO SERVED THROUGH JULY 08, 2024 HAD RECEIVED SEVERANCE PAYMENT OF $147,184 FROM THE ORGANIZATION IN JULY 2024. X 26047 FAIR MARKET VALUE X 187 545952 FAIR MARKET VALUE X SUPPLIES - ADJUSTED 50 56896 FAIR MARKET VALUE X GIFTS/GIFT CARDS 1 1550 FAIR MARKET VALUE X PET SUPPLIES 7 1150 FAIR MARKET VALUE X ART SUPPLIES 8 655 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THIS NUMBER REPRESENTS THE NUMBER OF CONTRIBUTIONS, NOT THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION B, LINE 11B A COMPLETE COPY OF FORM 990 IS PROVIDED TO ALL MEMBERS OF THE GOVERNING BODY FOR THEIR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE BOARD, SENIOR MANAGEMENT, AND THOSE STAFF WHO WORK IN PROGRAMS THAT DISTRIBUTE SIGNIFICANT AMOUNTS OF FINANCIAL ASSISTANCE TO CLIENTS COMPLETE AND SIGN ANNUAL STATEMENTS CONCERNING POTENTIAL CONFLICTS OF INTEREST WHICH ARE REVIEWED BY THE ORGANIZATION'S COMPLIANCE OFFICER. AS APPROPRIATE, THE COMPLIANCE OFFICER CONSULTS WITH THE CHAIR OF THE AUDIT COMMITTEE OR THE CHAIR OF THE BOARD CONCERNING ANY REPORTED CONFLICTS. THE CFO AND PROGRAM MANAGEMENT PERIODICALLY REVIEW CLIENT FILES AND RELATED DOCUMENTS TO CONFIRM COMPLIANCE WITH GRANT AGREEMENTS. FORM 990, PART VI, SECTION B, LINE 15 THE BOD HIRED AN OUTSIDE CONSULTANT TO RESEARCH MARKET SALARY LEVELS FOR THE CEO, COO, CFO, CDO, AND CMO, AND THEN SET SALARIES BASED ON THIS INFORMATION. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS ARE AVAILABLE ON THE HOMEFIRST WEBSITE. ALL OTHER DOCUMENTS ARE AVAILABLE UPON REQUEST.