Totals
- Total revenue
- $13,327,870
- Total expenses
- $13,439,241
- Contributions and grants received
- $2,923,373
- Grants paid
- $0
- Program service revenue
- $10,212,564
- Investment income
- -$11,890
- Other revenue
- $203,823
- Total assets, end of year
- $3,994,359
- Total liabilities, end of year
- $1,538,773
- Net assets or fund balances, end of year
- $2,455,586
- Program services expenses (Part IX)
- $11,696,482
- Management and general expenses
- $873,256
- Fundraising expenses
- $869,503
- Program service expenses (Part III)
- $11,696,482
Program services were 87.0% 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
$199,943
-
1e · Government grants (contributions)
$3,500
-
1f · All other contributions, gifts and grants
$2,719,930
-
1g · Noncash contributions included above
$2,140,475
-
2a · Program service revenue: Program service fees
total $10,212,564 · related or exempt $10,212,564
-
3 · Investment income
total $32,756 · excluded $32,756
-
7a · Gross sales of assets other than inventory
securities $2,113,031
-
7b · Less cost or other basis and sales expenses
securities $2,157,677
-
7c · Gain or loss
securities -$44,646
-
7d · Net gain or loss
total -$44,646 · related or exempt -$44,646
-
8a · Fundraising events: gross income
$511,520
-
8a · Fundraising events: contributions included on line 1c
$199,943
-
8b · Fundraising events: direct expenses
$322,946
-
8c · Net income from fundraising events
total $188,574 · excluded $188,574
-
11a · Other revenue: Miscellaneous
total $15,249 · related or exempt $15,249
-
11e · Other revenue, total
$15,249
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $878,163 · program services $491,771 · management and general $184,414 · fundraising $201,978
-
7 · Other salaries and wages
total $6,634,453 · program services $5,755,674 · management and general $419,418 · fundraising $459,361
-
8 · Pension plan contributions
total $163,632 · program services $122,138 · management and general $19,804 · fundraising $21,690
-
9 · Other employee benefits
total $700,615 · program services $647,061 · management and general $25,559 · fundraising $27,995
-
10 · Payroll taxes
total $589,618 · program services $497,258 · management and general $44,081 · fundraising $48,279
-
11b · Fees: legal
total $7,688 · program services $6,150 · management and general $1,538
-
11c · Fees: accounting
total $23,660 · management and general $23,660
-
11g · Fees: other
total $181,848 · program services $180,668 · management and general $1,180
-
12 · Advertising and promotion
total $85,484 · program services $234 · fundraising $85,250
-
13 · Office expenses
total $126,637 · program services $120,146 · management and general $1,584 · fundraising $4,907
-
14 · Information technology
total $593,932 · program services $579,641 · management and general $11,433 · fundraising $2,858
-
16 · Occupancy
total $173,918 · program services $43,479 · management and general $121,743 · fundraising $8,696
-
17 · Travel
total $250,324 · program services $247,032 · management and general $2,633 · fundraising $659
-
22 · Depreciation, depletion and amortization
total $24,152 · program services $19,322 · management and general $2,415 · fundraising $2,415
-
23 · Insurance
total $48,291 · program services $45,529 · management and general $2,618 · fundraising $144
-
24a · Other expenses: In-kind expenses
total $2,054,085 · program services $2,053,816 · management and general $269
-
24b · Other expenses: Site Programs/services
total $716,293 · program services $716,293
-
24c · Other expenses: Staff & volunteer expen
total $145,134 · program services $136,548 · management and general $5,199 · fundraising $3,387
-
24d · Other expenses: Facilities expenses
total $33,442 · program services $29,076 · management and general $4,366
-
24e · All other expenses
total $7,872 · program services $4,646 · management and general $1,342 · fundraising $1,884
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,227,649 · end of year $331,418
-
2 · Savings and temporary cash investments
beginning of year $497,487 · end of year $781,209
-
4 · Accounts receivable
beginning of year $146,577 · end of year $74,497
-
9 · Prepaid expenses and deferred charges
beginning of year $55,955 · end of year $21,713
-
10a · Land, buildings and equipment: cost or other basis
$120,763
-
10b · Land, buildings and equipment: accumulated depreciation
$80,629
-
10c · Land, buildings and equipment, net
beginning of year $64,286 · end of year $40,134
-
11 · Investments: publicly traded securities
beginning of year $1,175,832 · end of year $2,021,514
-
15 · Other assets
beginning of year $934,041 · end of year $723,874
-
17 · Accounts payable and accrued expenses
beginning of year $545,957 · end of year $647,778
-
19 · Deferred revenue
beginning of year $161,012 · end of year $70,970
-
25 · Other liabilities
beginning of year $945,668 · end of year $820,025
-
27 · Net assets without donor restrictions
beginning of year $2,233,885 · end of year $2,288,013
-
28 · Net assets with donor restrictions
beginning of year $215,305 · end of year $167,573
Mission and programs · 2023
Mission
To be the leading provider of vital on-site health, education and employment services to low-income families, children and seniors living in affordable and workforce housing communities.
Activities or mission (Part I)
Provides on-site services to low-income families, children and seniors.
-
Support of low-income families, children and seniors living in over 80 communities by providing health education programs, health fairs, exercise classes, food distribution programs, school readiness, after-school tutoring and enrichment, social & recreational activities, transportation assistance, computer access, computer training, translation services, community building events, special holiday programs and referrals.
Expenses $11,696,482 · Revenue $13,327,870
As filed on the 2023 return.
Listed in Part VII
-
William Whalen
Director
- Total calculated
- $0
- Hours/week
- 1
-
Jonathan B Webb
Chairman
- Total calculated
- $0
- Hours/week
- 2
-
Adrian Craciun
Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
Matt DeGraw
Director
- Total calculated
- $0
- Hours/week
- 1
-
Chris Garcia
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
Ruzbeh Daruwalla
Director
- Total calculated
- $0
- Hours/week
- 1
-
Taylor Lister
Director
- Total calculated
- $0
- Hours/week
- 1
-
Glenn Rogers
Vice Chair
- Total calculated
- $0
- Hours/week
- 1
-
Jason Tajima
Director
- Total calculated
- $0
- Hours/week
- 1
-
Kristin Byrnes
CEO & President
- Total calculated
- $287,683
- From this org
- $287,683
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $287,683
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $287,683
-
Victoria O'Leary
Chief Operating Officer
- Total calculated
- $213,141
- From this org
- $213,141
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $213,141
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $213,141
-
Lisa Grassi
CFO
- Total calculated
- $21,346
- From this org
- $21,346
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Teresa Ichsan
Chief Business Development
- Total calculated
- $180,453
- From this org
- $180,453
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $180,453
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $180,453
-
Debra Olive
Controller
- Total calculated
- $148,339
- From this org
- $148,339
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
James Le
Sr Director of Development
- Total calculated
- $120,395
- From this org
- $120,395
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Danielle Nagao
Former CFO
- Total calculated
- $175,540
- From this org
- $175,540
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $175,540
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $175,540
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 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
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
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
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.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 10 May 2024
- IRS schema version
- 2023v5.0
- Source object
- 202411359349310816
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