Form 990 for tax year 2023
Filed by SAN JOSE GRAIL FAMILY SERVICES.
Totals
- Total revenue
- $5,216,602
- Total expenses
- $4,551,160
- Contributions and grants received
- $5,136,654
- Grants paid
- $0
- Program service revenue
- $10,555
- Investment income
- $69,292
- Other revenue
- $101
- Total assets, end of year
- $6,480,277
- Total liabilities, end of year
- $1,360,573
- Net assets or fund balances, end of year
- $5,119,704
- Program services expenses (Part IX)
- $3,720,035
- Management and general expenses
- $621,276
- Fundraising expenses
- $209,849
- Program service expenses (Part III)
- $3,720,035
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
$42,892
-
1e · Government grants (contributions)
$2,792,151
-
1f · All other contributions, gifts and grants
$2,301,611
-
1g · Noncash contributions included above
$2,750
-
2a · Program service revenue: PROGRAM SERVICES
total $10,555 · related or exempt $10,555
-
3 · Investment income
total $69,292 · excluded $69,292
-
8a · Fundraising events: gross income
$14,646
-
8a · Fundraising events: contributions included on line 1c
$42,892
-
8b · Fundraising events: direct expenses
$14,646
-
8c · Net income from fundraising events
total $0
-
11a · Other revenue: OTHER INCOME
total $101 · excluded $101
-
11e · Other revenue, total
$101
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $268,700 · program services $183,329 · management and general $60,872 · fundraising $24,499
-
7 · Other salaries and wages
total $2,194,160 · program services $1,925,177 · management and general $191,381 · fundraising $77,602
-
8 · Pension plan contributions
total $53,917 · program services $51,435 · management and general $513 · fundraising $1,969
-
9 · Other employee benefits
total $281,687 · program services $225,546 · management and general $47,128 · fundraising $9,013
-
10 · Payroll taxes
total $178,920 · program services $153,362 · management and general $18,008 · fundraising $7,550
-
11c · Fees: accounting
total $317,702 · program services $293,209 · management and general $13,837 · fundraising $10,656
-
11g · Fees: other
total $228,617 · program services $24,011 · management and general $142,344 · fundraising $62,262
-
13 · Office expenses
total $102,323 · program services $51,628 · management and general $42,602 · fundraising $8,093
-
16 · Occupancy
total $223,132 · program services $210,335 · management and general $9,788 · fundraising $3,009
-
19 · Conferences, conventions and meetings
total $8,919 · program services $4,426 · management and general $3,719 · fundraising $774
-
20 · Interest
total $4,131 · management and general $4,131
-
22 · Depreciation, depletion and amortization
total $87,075 · program services $69,872 · management and general $15,026 · fundraising $2,177
-
23 · Insurance
total $19,901 · program services $16,363 · management and general $3,096 · fundraising $442
-
24a · Other expenses: PROGRAM SUPPLIES
total $575,440 · program services $508,525 · management and general $65,306 · fundraising $1,609
-
24b · Other expenses: MISCELLANEOUS EXPENSE
total $3,786 · program services $67 · management and general $3,525 · fundraising $194
-
24c · Other expenses: IN-KIND SUPPLIES
total $2,750 · program services $2,750
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,355 · end of year $1,421,941
-
2 · Savings and temporary cash investments
beginning of year $2,020,037 · end of year $271,981
-
3 · Pledges and grants receivable
beginning of year $756,002 · end of year $747,079
-
9 · Prepaid expenses and deferred charges
beginning of year $35,855 · end of year $85,000
-
10a · Land, buildings and equipment: cost or other basis
$2,611,976
-
10b · Land, buildings and equipment: accumulated depreciation
$857,588
-
10c · Land, buildings and equipment, net
beginning of year $1,802,743 · end of year $1,754,388
-
12 · Investments: other securities
beginning of year $435,149 · end of year $2,199,888
-
17 · Accounts payable and accrued expenses
beginning of year $253,838 · end of year $387,949
-
19 · Deferred revenue
beginning of year $192,730 · end of year $829,240
-
23 · Secured mortgages and notes payable
beginning of year $150,000 · end of year $143,384
-
25 · Other liabilities
beginning of year $311 · end of year $0
-
27 · Net assets without donor restrictions
beginning of year $3,712,286 · end of year $4,487,800
-
28 · Net assets with donor restrictions
beginning of year $741,976 · end of year $631,904
Mission and programs · 2023
Mission
SAN JOSE GRAIL FAMILY SERVICES PARTNERS WITH FAMILIES, SCHOOLS, AND COMMUNITIES TO PROMOTE CHILDREN'S SUCCESS AND WELL-BEING.
Activities or mission (Part I)
PARTNERS WITH FAMILIES, SCHOOLS AND COMMUNITIES TO PROMOTE CHILDREN'S SUCCESS AND WELL-BEING.
-
CENTER-BASED PROGRAMMING FAMILY EMPOWERMENT-THIS COMPREHENSIVE PROGRAM IS DESIGNED TO EQUIP PARENTS WITH THE SKILLS NECESSARY TO DEVELOP AND SUPPORT THEIR CHILD'S HEALTHY PHYSICAL, SOCIO-EMOTIONAL, AND COGNITIVE DEVELOPMENT BEGINNING AT BIRTH. THE INTENSIVE PROGRAMMING INCLUDES ENGLISH LANGUAGE INSTRUCTION, PARENTING CLASSES, CASE MANAGEMENT, AND A SUPPORT GROUP THAT FOSTERS CONNECTIONS WITH OTHER PARENTS AND BUILDS COMMUNITY. PARENTS ARE ENGAGED IN LEARNING ACTIVITIES FOR FOUR HOURS DAILY FOR A MINIMUM OF ONE SEMESTER. WHILE PARENTS ATTEND CLASSES, THEIR CHILDREN PARTICIPATE IN ENRICHMENT ACTIVITIES AND ALSO PARENT-CHILD ACTIVITIES THAT STRENGTHEN THE PARENT-CHILD BOND CRITICAL TO EARLY LEARNING AND DEVELOPMENT.HABLEMOS JUNTOS (LET'S TALK)-THIS PROGRAM ADDRESSES THE WIDELY-REPORTED "WORD GAP" SHOWN TO EXIST BETWEEN DISADVANTAGED TODDLERS AND THEIR HIGHER SOCIO-ECONOMIC PEERS. THROUGH A SERIES OF INTERACTIVE, KNOWLEDGE AND SKILL-BUILDING WORKSHOPS, PARENTS OF CHILDREN 12-36 MONTHS LEARN ABOUT THEIR CHILD'S BRAIN DEVELOPMENT, HOW TO FOSTER A STRONG PARENT-CHILD BOND, AND HOW TO CREATE THE LANGUAGE-RICH ENVIRONMENT AT HOME THAT CHILDREN NEED TO BE CONFIDENT AND READY TO LEARN.CHILD ENRICHMENT PROGRAM-THIS PROGRAM PROVIDES ENRICHING LEARNING ACTIVITIES FOR INFANTS AND TODDLERS (AGES 0-3) WHILE THEIR PARENTS ATTEND ADULT LEARNING PROGRAMS. THE PROGRAM INCLUDES ACTIVITIES THAT PROMOTE SOCIO-EMOTIONAL DEVELOPMENT, SCHOOL READINESS, SAFETY AND EMERGENCY AWARENESS ("HOW TO CALL 911") AND CHILD ABUSE PREVENTION ("GOOD TOUCH, BAD TOUCH") USING A CURRICULUM DEVELOPED BY GFS.PARENTS' VOLUNTEER PROGRAM-PARENTS AT OUR FAMILY RESOURCE CENTER AND PRESCHOOLS ENGAGE IN A VARIETY OF VOLUNTEER OPPORTUNITIES THROUGHOUT THE YEAR RELATED TO CHILDCARE, FACILITIES MAINTENANCE, AND COMMUNITY OUTREACH.COMMUNITY VOLUNTEER PROGRAM-VOLUNTEERS FROM VARIOUS SECTORS OF THE COMMUNITY, INCLUDING LOCAL CORPORATIONS, CHURCHES, COLLEGES AND UNIVERSITIES, CIVIC AND NONPROFIT ORGANIZATIONS VOLUNTEER AS READING MENTORS, AS WELL AS TO SUPPORT GFS FAMILY AND COMMUNITY EVENTS, AND RELATED ACTIVITIES.STATE FUNDED PRESCHOOL-GFS OPERATES TWO STATE-FUNDED PRESCHOOLS, PROVIDING LOW-INCOME FAMILIES WITH ACCESS TO A QUALITY EARLY-LEARNING EXPERIENCE THAT PREPARES THEIR CHILDREN TO LEARN AND THRIVE IN KINDERGARTEN AND BEYOND. THE CURRICULUM INCLUDES AN INNOVATIVE FAMILY MATH PROGRAM AND A STRONG FAMILY ENGAGEMENT COMPONENT THAT SUPPORTS THEIR CHILD'S CONTINUED LEARNING AT HOME. DURING THE PANDEMIC, GFS ALSO SUPPORTED CHILDREN'S DISTANCE LEARNING BY PROVIDING FAMILIES WITH EARLY LEARNING VIDEOS AND ACTIVITIES, AS WELL AS ACCESS TO A DIGITAL LIBRARY. WEEKEND CARE-GFS EXPANDED THEIR OPERATIONS BY OPENING A SATURDAY PRESCHOOL PROGRAM SERVING UP TO 48 CHILDREN (24 IN EACH AM/PM SESSION). THIS PROGRAM WILL OFFER HIGH-QUALITY, SUBSIDIZED CHILDCARE FOR WORKING FAMILIES. PRIORITY FOR ENROLLMENT WILL BE GIVEN TO PARENTS WHO WORK IN JOBS DURING NON-TRADITIONAL WORK HOURS. GRANT FUNDS WILL SUPPORT THE HIRING OF MORE STAFF, INCLUDING A SITE SUPERVISOR, LEAD TEACHER, AND 3 ASSOCIATE TEACHERS ALL OF WHOM WILL BE BILINGUAL. GFS IMPROVED INTERNAL SYSTEMS, SUCH AS DATA COLLECTION, OUTREACH, AND COMMUNICATIONSFAMILY MATH INITIATIVE-IN PARTNERSHIP WITH THE DREME NETWORK AT STANFORD UNIVERSITY, GFS IS IMPLEMENTING A NATIONAL FAMILY MATH INITIATIVE DESIGNED TO STRENGTHEN THE HOME-SCHOOL CONNECTION AROUND EARLY MATH. THE APPROACH INCLUDES A TEACHER TRAINING COMPONENT AND AN UPDATED FAMILY MATH KIT WITH ACTIVITIES FOR FAMILIES TO DO AT HOME. THIS PILOT PROGRAM WAS INITIALLY IMPLEMENTED IN GFS' STATE-FUNDED PRESCHOOLS AND LATER EXPANDED TO TEACHERS AND FAMILIES AT SAN JUAN BAUTISTA (SJB) CHILD DEVELOPMENT CENTERS (SJBCDC). TO DATE, THE PILOT HAS SERVED 159 FAMILIES AND, IN THE COMING YEAR IT WILL BE EXPANDED TO SERVE ADDITIONAL FAMILIES AT SJBCDC SITES IN SOUTH SANTA CLARA COUNTY.ELEVATING THE MATH IN DAILY ROUTINES OF HOME-BASED CHILD CARE SETTINGS-IN PARTNERSHIP WITH NYU WITH DREAM RESOURCES, GFS IS IMPLEMENTING A PROFESSIONAL DEVELOPMENT PROGRAM TARGETING SPANISH-SPEAKING FAMILIES OR (BILINGUAL) HOME BASED CHILD CARE PROVIDERS WHO CAN PARTICIPATE IN CERTIFICATION AND TRAINING PROGRAMS. ONLINE COACHING SESSIONS AIMED TO REINFORCE MATERIAL DURING PD WORKSHOPS. EACH COACHING SESSION WILL INCLUDE A VIDEO FEATURING A KEY MATH CONCERT SENT THROUGH TEXT, AN ONLINE SMALL GROUP DISCUSSION, AND A WEEKLY LOG (PHOTO, AUDIO, OR WRITTEN) IN THEIR MATH DIARIES. INFORMATION AND REFERRAL SERVICES-GRAIL FAMILY SERVICES' FAMILY RESOURCE CENTER IS CENTRALLY LOCATED AND EASILY ACCESSIBLE TO FAMILIES RESIDING IN EAST SAN JOSE. FAMILIES WHO ARE NOT CURRENTLY ENROLLED IN OUR STRUCTURED PROGRAMS CAN WALK INTO OUR FACILITY DAILY TO OBTAIN INFORMATION ABOUT THE SERVICES AND RESOURCES AVAILABLE TO THEM AND THEIR FAMILY MEMBERS.
Expenses $3,172,256
-
COMMUNITY-BASED PROGRAMMING GFS WILL OPERATE A PLACE-BASED FAMILY RESOURCE CENTER THAT WILL PROVIDE A VARIETY OF SERVICES TO SUPPORT FAMILIES' BASIC NEEDS, SAFETY, AND HEALTHY CHILD DEVELOPMENT OF CHILDREN PRENATAL THROUGH FINE YEARS OLD. THIS PLACE-BASED CENTER IS A VERSATILE, COMMUNITY-ROOTED HUB COMMITTED TO SUPPORTING FAMILIES OF ALL BACKGROUNDS, WITH A SPECIAL FOCUS ON UNDERSERVED FAMILIES IN THE MAYFAIR COMMUNITY. THROUGH ITS COMPREHENSIVE INFORMATION AND REFERRAL SYSTEM, THE FRC CONNECTS FAMILIES TO ESSENTIAL RESOURCES SUCH AS AFFORDABLE HOUSING, FOOD ASSISTANCE, HEALTHCARE, AND MORE. BEYOND REFERRALS, THE CENTER PROVIDES HANDS-ON SUPPORT THROUGH FREE DIAPER AND FOOD DISTRIBUTIONS, HELPING FAMILIES MEET THEIR IMMEDIATE NEEDS. TO FURTHER SUPPORT FAMILIES, THE CENTER PROVIDES YEAR-ROUND EDUCATIONAL WORKSHOPS FOR PARENTS, EMPHASIZING EFFECTIVE PARENTING TECHNIQUES AND HIGHLIGHTING THE CRUCIAL DEVELOPMENTAL STAGES FROM PRENATAL CARE THROUGH THE FIRST FIVE YEARS OF A CHILD'S LIFE.PROFESSIONAL DEVELOPMENT PROGRAM FOR TEACHERS-TO ADDRESS THE DISCONNECT BETWEEN PARENTS AND TEACHERS AROUND FAMILY ENGAGEMENT, GFS DEVELOPED THE FAMILY ENGAGEMENT PROFESSIONAL DEVELOPMENT PROGRAM. THE PROGRAM TARGETS TK-3RD GRADE TEACHERS AND INCLUDES TRAINING ON FAMILY ENGAGEMENT FRAMEWORK AND BEST PRACTICES AS WELL AS AN INTRODUCTION TO GFS' PROPRIETARY BUILDING BLOCKS OF PARENTING APP. TO DATE, GFS HAS TRAINED MORE THAN 700 TEACHERS, CHILDCARE PROVIDERS AND SERVICE PROVIDERS.THE BUILDING BLOCKS OF PARENTING (BBP) APP-THE BBP APP PROVIDES PARENTS WITH ANYTIME/ANYWHERE ACCESS TO STRATEGIES AND ACTIVITIES THEY CAN USE TO HELP THEIR CHILDREN SUCCEED IN SCHOOL AND IN LIFE. THE APP ALSO INCLUDES UNIQUE "MINDSET BUILDERS" THAT HELP PARENTS INTENTIONALLY ENGAGE BY GETTING INTO THE RIGHT FRAME OF MIND BEFORE BEGINNING AN ACTIVITY. DURING THE PANDEMIC, GFS USED THE APP TO PROVIDE FAMILIES WITH INFORMATION AND RESOURCES RELATED TO THE VIRUS AS WELL AS EDUCATIONAL RESOURCES TO SUPPORT THEIR CHILDREN'S LEARNING AT HOME.
Expenses $362,975
-
SCHOOL-BASED PROGRAMMINGYES WE CAN...READ! PLUS-YWCR+ TRAINS A CADRE OF READING MENTORS (COLLEGE STUDENTS, COMMUNITY MEMBERS, AND CORPORATE VOLUNTEERS) AND MATCHES THEM WITH KINDERGARTEN AND 1ST GRADE STUDENTS AT TWO PARTNERING ELEMENTARY SCHOOLS IN THE ALUM ROCK UNION SCHOOL DISTRICT. WEEKLY MENTORING SESSIONS FOCUS ON IMPROVING THEIR LITERACY AND EARLY MATH SKILLS AND INSPIRING THEM TO DEVELOP A LOVE OF LEARNING. THESE SESSIONS ARE COMPLEMENTED BY PARENT ENGAGEMENT WORKSHOPS AND FAMILY LITERACY NIGHTS. THE WORKSHOPS TEACH PARENTS HOW TO SUPPORT THEIR CHILDREN'S LEARNING WITH HOME-BASED LITERACY AND EARLY MATH ACTIVITIES AND HOW TO IMPROVE THEIR COMMUNICATION WITH TEACHERS, WHILE CONNECTING THEM TO A PARENT SUPPORT NETWORK. FAMILY LITERACY NIGHTS, CONDUCTED IN PARTNERSHIP WITH THE SAN JOSE PUBLIC LIBRARY, PROVIDE AN OPPORTUNITY FOR PARENTS AND CHILDREN TO PRACTICE READING TOGETHER AND GET ACCESS TO LIBRARY RESOURCES.
Expenses $184,804 · Revenue $10,555
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Elizabeth LunaELIZABETH LUNA
PRESIDENT
- Total calculated
- $0
- Hours/week
- 4
-
Dj WheelerDJ WHEELER
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 4
-
Sandra RasmussenSANDRA RASMUSSEN
SECRETARY
- Total calculated
- $0
- Hours/week
- 4
-
Kim GuptillKIM GUPTILL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Aditya NagarajanADITYA NAGARAJAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Thomas O'ConnorTHOMAS O'CONNOR
TREASURER
- Total calculated
- $0
- Hours/week
- 4
-
Karla AlvarezKARLA ALVAREZ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
An T VoAN T VO
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Zulma MacielZULMA MACIEL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Veronica GoeiVERONICA GOEI
EXECUTIVE DIRECTOR
- Total calculated
- $275,726
- From this org
- $244,870
- From related orgs
- $0
- Other
- $30,856
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $244,870
- Bonus
- $0
- Other
- $0
- Deferred
- $7,008
- Nontaxable benefits
- $23,848
- Filer's total
- $275,726
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 survey or study
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
- 14 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202521349349307532
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