Totals
- Total revenue
- $6,042,226
- Total expenses
- $5,297,593
- Contributions and grants received
- $5,955,577
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $30,602
- Other revenue
- $56,047
- Total assets, end of year
- $5,101,736
- Total liabilities, end of year
- $852,601
- Net assets or fund balances, end of year
- $4,249,135
- Program services expenses (Part IX)
- $4,326,590
- Management and general expenses
- $438,854
- Fundraising expenses
- $532,149
- Program service expenses (Part III)
- $4,326,590
Program services were 81.7% 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
$848,042
-
1e · Government grants (contributions)
$4,309,222
-
1f · All other contributions, gifts and grants
$798,313
-
1g · Noncash contributions included above
$213,791
-
3 · Investment income
total $38,672 · related or exempt $38,672
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6a · Gross rents
real property $50,814
-
6c · Rental income or loss
real property $50,814
-
6d · Net rental income or loss
total $50,814 · related or exempt $50,814
-
7b · Less cost or other basis and sales expenses
other assets $8,070
-
7c · Gain or loss
other assets -$8,070
-
7d · Net gain or loss
total -$8,070 · related or exempt -$8,070
-
8a · Fundraising events: gross income
$266,957
-
8a · Fundraising events: contributions included on line 1c
$268,389
-
8b · Fundraising events: direct expenses
$266,957
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: MISCELLANEOUS INCOME
total $5,233 · related or exempt $5,233
-
11e · Other revenue, total
$5,233
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $134,500 · management and general $134,500
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $2,854,555 · program services $2,580,484 · management and general $99,608 · fundraising $174,463
-
8 · Pension plan contributions
total $30,441 · program services $24,580 · management and general $3,416 · fundraising $2,445
-
9 · Other employee benefits
total $293,300 · program services $243,493 · management and general $33,361 · fundraising $16,446
-
10 · Payroll taxes
total $240,636 · program services $196,507 · management and general $29,354 · fundraising $14,775
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $0
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $280,083 · program services $246,282 · management and general $30,995 · fundraising $2,806
-
12 · Advertising and promotion
total $47,766 · program services $34,232 · fundraising $13,534
-
13 · Office expenses
total $32,728 · program services $29,231 · management and general $2,217 · fundraising $1,280
-
14 · Information technology
total $46,489 · program services $32,277 · management and general $9,259 · fundraising $4,953
-
15 · Royalties
total $0
-
16 · Occupancy
total $332,061 · program services $277,286 · management and general $35,599 · fundraising $19,176
-
17 · Travel
total $28,148 · program services $23,483 · management and general $3,815 · fundraising $850
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $3,877 · management and general $3,877
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $133,475 · program services $104,147 · management and general $16,846 · fundraising $12,482
-
24a · Other expenses: FUNDRAISING EVENTS
total $242,837 · program services $14 · fundraising $242,823
-
24b · Other expenses: CLIENT ASSISTANCE
total $134,450 · program services $134,450
-
24c · Other expenses: VOLUNTEERS EXP - CONTB IN-KIND
total $127,229 · program services $127,229
-
24d · Other expenses: DEPRECIATION
total $97,219 · program services $76,803 · management and general $13,611 · fundraising $6,805
-
24e · All other expenses
total $237,799 · program services $196,092 · management and general $22,396 · fundraising $19,311
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
end of year $0
-
2 · Savings and temporary cash investments
beginning of year $377,957 · end of year $1,114,909
-
3 · Pledges and grants receivable
beginning of year $1,180,042 · end of year $640,860
-
4 · Accounts receivable
beginning of year $48,279 · end of year $52,657
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $37,254 · end of year $38,088
-
10a · Land, buildings and equipment: cost or other basis
$4,535,596
-
10b · Land, buildings and equipment: accumulated depreciation
$1,792,483
-
10c · Land, buildings and equipment, net
beginning of year $2,241,328 · end of year $2,743,113
-
11 · Investments: publicly traded securities
beginning of year $320,495 · end of year $358,421
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $17,275 · end of year $153,688
-
17 · Accounts payable and accrued expenses
beginning of year $440,911 · end of year $545,402
-
19 · Deferred revenue
beginning of year $121,064 · end of year $141,446
-
24 · Unsecured notes and loans payable
beginning of year $142,404 · end of year $138,589
-
25 · Other liabilities
beginning of year $13,749 · end of year $27,164
-
27 · Net assets without donor restrictions
beginning of year $2,077,841 · end of year $2,720,515
-
28 · Net assets with donor restrictions
beginning of year $1,426,661 · end of year $1,528,620
Mission and programs · 2024
Mission
TO ASSIST VICTIMS OF DOMESTIC VIOLENCE AND SEXUAL ASSAULT AND THEIR CHILDREN
Activities or mission (Part I)
EMPOWER THOSE IMPACTED BY SEXUAL AND INTIMATE PARTNER VIOLENCE THROUGH INNOVATIVE ADVOCACY, HEALING, AND PREVENTION PROGRAMS.
-
COVERING CLIENT SERVICES, THERAPY AND PREVENTION, STAFF WORK WITH COMMUNITY MEMBERS, YOUTH, AND SCHOOLS THROUGHOUT THE COUNTY TO ADDRESS THE SYSTEMIC CAUSES OF SEXUAL AND INTIMATE PARTNER VIOLENCE USING EVIDENCE-BASED CURRICULA. PROGRAMS ARE TRAUMA-INFORMED, CULTURALLY COMPETENT, AND CENTERED AROUND YOUTH EMPOWERMENT, COMMUNITY MOBILIZATION, CULTURAL NORMS SHIFTING, AND EQUITY.
Expenses $3,172,860
-
OUR CLIENT-CENTERED TRANSITIONAL HOUSING PROGRAMS PROVIDE TRANSITIONAL HOUSING AND SHELTERS FOR INDIVIDUALS AND FAMILIES WHO ARE UNSHELTERED OR IN NEED OF HOUSING AS A RESULT OF FLEEING INTIMATE PARTNER/DOMESTIC VIOLENCE, DATING VIOLENCE, SEXUAL ASSAULT, AND/OR STALKING. THE 6- TO 24-MONTH PROGRAM PROVIDES SUPPORT SERVICES TO SURVIVORS USING A CLIENT EMPOWERMENT MODEL. THERE ARE 10 TRANSITIONAL HOUSING UNITS LOCATED IN SAN LUIS OBISPO AND GROVER BEACH THAT HOUSE SURVIVORS AND THEIR FAMILIES FOR UP TO 24 MONTHS. TRANSITIONAL HOUSING RESIDENTS ARE OFFERED EMPOWERMENT-FOCUSED ADVOCACY, LEGAL SERVICES, CASE MANAGEMENT, AND THERAPY.
Expenses $1,115,308
-
OUR LEGAL SERVICES DEPARTMENT OFFERS SERVICES AND REFERRALS FOR DOMESTIC VIOLENCE, SEXUAL ASSAULT, STALKING, AND INTIMATE PARTNER VIOLENCE SURVIVORS. WE ALSO PROVIDE SURVIVORS WITH A TRAINED, DEDICATED ADVOCATE TO HELP THEM OBTAIN COURT-ORDERED SAFETY THROUGH A TEMPORARY RESTRAINING ORDER (TRO). LUMINA ALLIANCE STAFF AND VOLUNTEERS ARE AVAILABLE TO SUPPORT AND ACCOMPANY SURVIVORS TO MEDICAL EXAMS, LAW ENFORCEMENT INTERVIEWS/MEETINGS, COURT HEARINGS, AND MORE.
Expenses $38,422
As filed on the 2024 return.
Listed in Part VII
-
Jennifer Adams
Executive Dir.
- Total calculated
- $134,500
- From this org
- $134,500
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Courtney Taylor
Past President
- Total calculated
- $0
- Hours/week
- 1
-
Jill LeMieux
President
- Total calculated
- $0
- Hours/week
- 2
-
Krista Elmore
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Debby Nicklas
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Chelsea Dixon
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Dave Juhnke
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Malani Anderson
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Michael Boyer
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Joel Conn
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Jane Pomeroy
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Maggie Torres
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Juan Ramirez
Secretary
- Total calculated
- $0
- Hours/week
- 1.5
-
Michelle McCovey-Goode
Vice President
- Total calculated
- $0
- Hours/week
- 1.5
-
Rick Scott
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Debbie Wettlaufer
Treasurer
- Total calculated
- $0
- Hours/week
- 1.5
-
Emilie de la Montte
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Randy Gray
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Ruby Castaneda
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Ron Vyse
Director
- Total calculated
- $0
- Hours/week
- 0.5
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.
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.
-
WOMENS SHELTER ENDOWMENT TRUST
501(C)(3) · BENEFIT OF LUMINA ALLIANCE · CA
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 15 May 2026
- IRS schema version
- 2024v5.2
- Source object
- 202611359349314721
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