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Nonprofiteer
← LIGHTHOUSE FOR THE BLIND AND VISUALLY IMPAIRED

Form 990 for tax year 2022

Filed by LIGHTHOUSE FOR THE BLIND AND VISUALLY IMPAIRED.

Totals

Total revenue
$22,119,317
Total expenses
$23,820,599
Contributions and grants received
$4,440,489
Grants paid
$95,187
Program service revenue
$844,458
Investment income
$10,147,205
Other revenue
$6,687,165
Total assets, end of year
$215,347,836
Total liabilities, end of year
$60,908,179
Net assets or fund balances, end of year
$154,439,657
Program services expenses (Part IX)
$15,353,394
Management and general expenses
$7,044,883
Fundraising expenses
$1,422,322
Program service expenses (Part III)
$15,353,394

Program services were 64.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $71,070

  • 1e · Government grants (contributions)

    $2,271,839

  • 1f · All other contributions, gifts and grants

    $2,097,580

  • 1g · Noncash contributions included above

    $262,150

  • 2a · Program service revenue: CLIENT SERVICE FEES

    total $844,458 · related or exempt $844,458

  • 3 · Investment income

    total $4,102,626 · unrelated business $764,620 · excluded $3,338,006

  • 6a · Gross rents

    real property $1,300

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $1,300

  • 6d · Net rental income or loss

    total $1,300 · excluded $1,300

  • 7a · Gross sales of assets other than inventory

    securities $16,335,369

  • 7b · Less cost or other basis and sales expenses

    securities $10,290,790

  • 7c · Gain or loss

    securities $6,044,579

  • 7d · Net gain or loss

    total $6,044,579 · excluded $6,044,579

  • 8a · Fundraising events: gross income

    $287,143

  • 8a · Fundraising events: contributions included on line 1c

    $71,070

  • 8b · Fundraising events: direct expenses

    $165,902

  • 8c · Net income from fundraising events

    total $121,241 · excluded $121,241

  • 10a · Gross sales of inventory

    $3,616,948

  • 10b · Cost of goods sold

    $1,968,600

  • 10c · Net income from sales of inventory

    total $1,648,348 · related or exempt $1,648,348

  • 11a · Other revenue: INSURANCE PROCEEDS

    total $4,500,000 · related or exempt $4,500,000

  • 11b · Other revenue: JANITORIAL COST REIMB.

    total $339,199 · related or exempt $339,199

  • 11c · Other revenue: OTHER INCOME

    total $77,077 · related or exempt $77,077

  • 11e · Other revenue, total

    $4,916,276

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $32,245 · program services $32,245

  • 3 · Grants to foreign organizations and individuals

    total $62,942 · program services $62,942

  • 5 · Compensation of officers, directors and key employees

    total $1,501,499 · program services $723,366 · management and general $557,318 · fundraising $220,815

  • 7 · Other salaries and wages

    total $8,585,293 · program services $6,480,906 · management and general $1,446,179 · fundraising $658,208

  • 8 · Pension plan contributions

    total $265,343 · program services $222,376 · management and general $29,584 · fundraising $13,383

  • 9 · Other employee benefits

    total $1,672,662 · program services $1,401,806 · management and general $186,491 · fundraising $84,365

  • 10 · Payroll taxes

    total $744,811 · program services $539,724 · management and general $147,674 · fundraising $57,413

  • 11b · Fees: legal

    total $155,616 · program services $10,450 · management and general $145,166

  • 11c · Fees: accounting

    total $90,650 · management and general $90,650

  • 11e · Fees: professional fundraising services

    total $46,997 · fundraising $46,997

  • 11f · Fees: investment management

    total $47,276 · management and general $47,276

  • 11g · Fees: other

    total $1,164,622 · program services $636,878 · management and general $422,492 · fundraising $105,252

  • 12 · Advertising and promotion

    total $46,190 · program services $46,190

  • 13 · Office expenses

    total $480,832 · program services $384,774 · management and general $51,020 · fundraising $45,038

  • 14 · Information technology

    total $671,239 · program services $415,036 · management and general $233,431 · fundraising $22,772

  • 15 · Royalties

    total $92,661 · program services $92,661

  • 16 · Occupancy

    total $897,175 · program services $882,847 · management and general $9,807 · fundraising $4,521

  • 17 · Travel

    total $299,535 · program services $186,613 · management and general $67,135 · fundraising $45,787

  • 19 · Conferences, conventions and meetings

    total $14,692 · program services $5,158 · management and general $8,845 · fundraising $689

  • 20 · Interest

    total $3,138,206 · management and general $3,138,206

  • 22 · Depreciation, depletion and amortization

    total $1,209,762 · program services $1,090,530 · management and general $81,614 · fundraising $37,618

  • 23 · Insurance

    total $936,650 · program services $866,370 · management and general $61,658 · fundraising $8,622

  • 24a · Other expenses: BUILDING ASSOC FEES

    total $699,324 · program services $599,030 · management and general $68,651 · fundraising $31,643

  • 24b · Other expenses: PROGRAM COSTS

    total $512,803 · program services $512,803

  • 24c · Other expenses: STAFF TRAINING, TRANS.

    total $52,854 · program services $28,557 · management and general $14,880 · fundraising $9,417

  • 24e · All other expenses

    total $398,720 · program services $132,132 · management and general $236,806 · fundraising $29,782

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $7,929,393 · end of year $5,097

  • 2 · Savings and temporary cash investments

    beginning of year $649,390 · end of year $654,271

  • 4 · Accounts receivable

    beginning of year $1,450,368 · end of year $2,439,754

  • 7 · Other notes and loans receivable

    beginning of year $11,630,500 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $1,191,939 · end of year $1,087,576

  • 9 · Prepaid expenses and deferred charges

    beginning of year $695,593 · end of year $851,737

  • 10a · Land, buildings and equipment: cost or other basis

    $71,581,491

  • 10b · Land, buildings and equipment: accumulated depreciation

    $6,501,783

  • 10c · Land, buildings and equipment, net

    beginning of year $44,015,752 · end of year $65,079,708

  • 11 · Investments: publicly traded securities

    beginning of year $115,684,999 · end of year $116,231,219

  • 12 · Investments: other securities

    beginning of year $22,752,879 · end of year $22,717,301

  • 14 · Intangible assets

    beginning of year $135,000 · end of year $113,400

  • 15 · Other assets

    beginning of year $5,446,182 · end of year $6,167,773

  • 17 · Accounts payable and accrued expenses

    beginning of year $5,499,130 · end of year $5,849,450

  • 23 · Secured mortgages and notes payable

    beginning of year $30,474,000 · end of year $29,501,500

  • 24 · Unsecured notes and loans payable

    beginning of year $15,912,492 · end of year $25,000,000

  • 25 · Other liabilities

    beginning of year $0 · end of year $557,229

  • 27 · Net assets without donor restrictions

    beginning of year $159,055,613 · end of year $153,530,911

  • 28 · Net assets with donor restrictions

    beginning of year $640,760 · end of year $908,746

Mission and programs · 2022

Mission

THE LIGHTHOUSE PROMOTES THE EQUALITY AND SELF-RELIANCE OF PEOPLE WHO ARE BLIND OR VISUALLY IMPAIRED THROUGH BLINDNESS SKILLS TRAINING, EMPLOYMENT PROGRAMS, ENCHANTED HILLS CAMP AND OTHER SERVICES.

Activities or mission (Part I)

PROMOTING THE EQUALITY AND SELF-RELIANCE OF PEOPLE WHO ARE BLIND OR VISUALLY IMPAIRED.

  • REHABILITATION SERVICES:- BLINDNESS SKILLS PROVIDES INSTRUCTION TO PEOPLE WHO ARE NEW TO BLINDNESS OR LOW VISION TO HELP THEM LEARN TO USE A WHITE CANE FOR MOBILITY, READ BRAILLE, UTILIZE ACCESSIBLE TECHNOLOGY AND ACQUIRE ADAPTIVE METHODS FOR COOKING AND DAILY LIVING.- THE LIGHTHOUSE'S EMPLOYMENT IMMERSION PROGRAM IS OUR JOB TRAINING PROGRAM SPECIFICALLY DESIGNED FOR BLIND AND VISUALLY IMPAIRED JOBSEEKERS IN THE BAY AREA. OUR GRADUATES HAVE THE SKILLS TO FIND JOBS, STARTING THEM ON A PATH OF SELF-RELIANCE AND LIFE FULFILMENT.- ENCHANTED HILLS CAMP FOR THE BLIND IN NAPA IS ONE OF THE WEST'S ONLY CAMPS FOR BLIND, VISUALLY IMPAIRED, DEAF-BLIND AND MULTI-DISABLED YOUTH, ADULTS AND SENIORS. ENCHANTED HILLS CAMP IS A PLACE FOR BLIND CAMPERS TO EXPLORE AND CREATE, GAIN COURAGE, TRY NEW THINGS AND MAKE LIFELONG FRIENDS.- DEAF-BLIND SERVICES INCLUDE A COMMUNICATIONS EQUIPMENT AND TRAINING PROGRAM THAT IS OPEN TO DEAF-BLIND INDIVIDUALS THROUGHOUT THE STATE. WE ALSO HOST A SPECIAL ENCHANTED HILLS CAMP SESSION SPECIFICALLY FOR THE DEAF-BLIND.THE PROGRAM SERVED 1,020 INDIVIDUALS AND DELIVERED 19,588 HOURS OF PROGRAM SERVICES.

    Expenses $6,656,647

  • COMMUNITY & INFORMATION:COMMUNITY SERVICES OFFERS SOCIAL, HEALTH PROMOTION AND EDUCATIONAL CLASSES FOR THE BLIND. SOME OF THE OPPORTUNITIES INCLUDE, YOGA, DANCE, A BOOK CLUB, AND MANY OTHER PROGRAMS. CULTURAL, ARTISTIC AND FITNESS PROGRAMS BRING PEOPLE TOGETHER FOR SOCIAL ENGAGEMENT AND TO BUILD A COMMUNITY OF LOW VISION AND BLIND PEOPLE. THE PROGRAM SERVED 445 INDIVIDUALS AND DELIVERED 9,954 HOURS OF PROGRAM SERVICES.

    Expenses $5,591,087 · Grants $95,187

  • LIGHTHOUSE ENTERPRISES:- LIGHTHOUSE OPERATES ADAPTATIONS, A BRICK-AND-MORTAR STORE SELLING BLIND ADAPTIVE TECHNOLOGIES AND TOOLS, SUCH AS WHITE CANES, GUIDE DOG SUPPLIES, MAGNIFIERS, TALKING WATCHES AND OTHER ITEMS.- LIGHTHOUSE INDUSTRIES PROVIDES DIRECT EMPLOYMENT AT THE SIRKIN LIGHTHOUSE, OUR LIGHT MANUFACTURING PLANT IN ALAMEDA. 75% OF ALL DIRECT LABOR IS PERFORMED BY BLIND OR VISUALLY IMPAIRED EMPLOYEES.

    Expenses $3,105,660 · Revenue $7,409,082

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • JENNISON MARK ASUNCION

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • JOHNNY K DADLANI

    FIRST VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • KATHRYN WEBSTER

    SECOND VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • JOSEPH K CHAN

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • CHANCEY FLEET

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • LAURA ALLEN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JANETTE BARRIOS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • LEON BEZDIKIAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JANET COHEN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ERIC MAH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL NUNEZ ESQ

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • CHRIS YOON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ROGER MCFADDEN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SHARON Z SACKS PHD

    PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • PEGGY MARTINEZ

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • IOLANDA ANTUNES

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DANA HOOPER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • DENISE OLAGUE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL DELLAR

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • YUE-TING SIU TVI PHD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DR JULIUS OATTS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SHARON L GIOVINAZZO

    CEO/EXECUTIVE DIRECTOR

    Total calculated
    $52,975
    From this org
    $52,975
    From related orgs
    $0
    Other
    $0
    Hours/week
    37.5

  • WILLIAM BRANDON COX

    CHIEF OPERATING OFFICER

    Total calculated
    $326,943
    From this org
    $306,479
    From related orgs
    $0
    Other
    $20,464
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $280,691
    Bonus
    $25,000
    Other
    $788
    Deferred
    $18,389
    Nontaxable benefits
    $2,075
    Filer's total
    $326,943

  • MICHELLE D KNAPIK

    CHIEF FINANCIAL OFFICER

    Total calculated
    $313,293
    From this org
    $255,722
    From related orgs
    $0
    Other
    $57,571
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $252,110
    Bonus
    $0
    Other
    $3,612
    Deferred
    $13,543
    Nontaxable benefits
    $44,028
    Filer's total
    $313,293

  • SCOTT J BLANKS

    VICE PRESIDENT OF PROGRAMS

    Total calculated
    $227,060
    From this org
    $203,718
    From related orgs
    $0
    Other
    $23,342
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $203,718
    Bonus
    $0
    Other
    $0
    Deferred
    $12,000
    Nontaxable benefits
    $11,342
    Filer's total
    $227,060

  • PHILLIP Q MASON

    VP OF PHILANTHROPY

    Total calculated
    $198,051
    From this org
    $179,264
    From related orgs
    $0
    Other
    $18,787
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $178,602
    Bonus
    $0
    Other
    $662
    Deferred
    $0
    Nontaxable benefits
    $18,787
    Filer's total
    $198,051

  • ROBERT P MOSELEY

    VP, INFORMATION SYSTEMS

    Total calculated
    $172,097
    From this org
    $159,113
    From related orgs
    $0
    Other
    $12,984
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $155,501
    Bonus
    $0
    Other
    $3,612
    Deferred
    $0
    Nontaxable benefits
    $12,984
    Filer's total
    $172,097

  • LEE KUMUTAT

    VP OF COMMUNICATIONS (THRU 1/13/23)

    Total calculated
    $167,757
    From this org
    $155,240
    From related orgs
    $0
    Other
    $12,517
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $153,980
    Bonus
    $0
    Other
    $1,260
    Deferred
    $0
    Nontaxable benefits
    $12,517
    Filer's total
    $167,757

  • IRIS A FENG

    CONTROLLER

    Total calculated
    $212,469
    From this org
    $175,066
    From related orgs
    $0
    Other
    $37,403
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $171,454
    Bonus
    $0
    Other
    $3,612
    Deferred
    $10,500
    Nontaxable benefits
    $26,903
    Filer's total
    $212,469

  • ALFRED C AHLM

    SR. DIRECTOR, PRODUCTS

    Total calculated
    $189,235
    From this org
    $156,611
    From related orgs
    $0
    Other
    $32,624
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $151,067
    Bonus
    $0
    Other
    $5,544
    Deferred
    $6,201
    Nontaxable benefits
    $26,423
    Filer's total
    $189,235

  • KATHY ABRAHAMSON

    DIRECTOR OF REHABILITATION SERVICES

    Total calculated
    $164,833
    From this org
    $144,730
    From related orgs
    $0
    Other
    $20,103
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $144,730
    Bonus
    $0
    Other
    $0
    Deferred
    $8,684
    Nontaxable benefits
    $11,419
    Filer's total
    $164,833

  • ANTHONY L FLETCHER

    SENIOR DIRECTOR, EHC

    Total calculated
    $159,655
    From this org
    $121,539
    From related orgs
    $0
    Other
    $38,116
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $118,255
    Bonus
    $0
    Other
    $3,284
    Deferred
    $7,292
    Nontaxable benefits
    $30,824
    Filer's total
    $159,655

  • SPENCER G MYERS

    SENIOR DIRECTOR OF OPERATIONS

    Total calculated
    $121,555
    From this org
    $121,555
    From related orgs
    $0
    Other
    $0
    Hours/week
    37.5

  • BRYAN J BASHIN

    FORMER CEO

    Total calculated
    $234,878
    From this org
    $220,558
    From related orgs
    $0
    Other
    $14,320
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $216,113
    Bonus
    $0
    Other
    $4,445
    Deferred
    $5,187
    Nontaxable benefits
    $9,133
    Filer's total
    $234,878

  • MARIO M BURTON

    FORMER VP OF PEOPLE & CULTURE

    Total calculated
    $134,310
    From this org
    $114,393
    From related orgs
    $0
    Other
    $19,917
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $113,920
    Bonus
    $0
    Other
    $473
    Deferred
    $6,363
    Nontaxable benefits
    $13,554
    Filer's total
    $134,310

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 7
COO BONUSES ARE DETERMINED BY THE EXECUTIVE COMMITTEE WITH A RECOMMENDATION TO THE BOARD. THE BONUSES ARE BASED ON PERFORMANCE, I.E. ATTAINMENT OF KEY PERFORMANCE INDICATORS, AN EVALUATION CHECKLIST, AND THE COO'S SELF-EVALUATION.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • 1155 MARKET QALICB

    501(C)(3) · SUPPORT LIGHTHOUSE FOR THE BLIND AND VISUALLY IMPAIRED · CA · controlled entity

    Directly controlled by LIGHTHOUSE FOR THE BLIND AND VISUALLY IMPAIRED

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • THE LIGHTHOUSE MEMBER LLC

    REAL PROPERTY RENTAL · CA · income $1,165,290 · assets $67,656,216

    Directly controlled by LIGHTHOUSE FOR THE BLIND AND VISUALLY IMPAIRED

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • BLIND HOLDINGS LLC

    EXCLUDED FROM TAX · REAL PROPERTY RENTAL · DE · 90% owned · share of income $1,165,290 · share of assets $67,656,216 · general or managing partner

    Directly controlled by THE LIGHTHOUSE MEMBER LLC

  • THE LIGHTHOUSE BUILDING LLC

    EXCLUDED FROM TAX · REAL PROPERTY RENTAL · DE · 90% owned · share of income $1,165,290 · share of assets $67,656,216 · general or managing partner

    Directly controlled by BLIND HOLDINGS LLC

Provenance

Return type
form_990
Tax year
2022
Filed
15 August 2024
IRS schema version
2022v5.0
Source object
202442289349303969

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