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Nonprofiteer
← ALEGRIA COMMUNITY LIVING

Form 990 for tax year 2023

Filed by ALEGRIA COMMUNITY LIVING.

Totals

Total revenue
$10,620,114
Total expenses
$11,929,494
Contributions and grants received
$10,605,633
Grants paid
$0
Program service revenue
$0
Investment income
$13,024
Other revenue
$1,457
Total assets, end of year
$4,391,898
Total liabilities, end of year
$2,395,044
Net assets or fund balances, end of year
$1,996,854
Program services expenses (Part IX)
$9,994,151
Management and general expenses
$1,935,343
Fundraising expenses
$0
Program service expenses (Part III)
$9,994,151

Program services were 83.8% 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.

  • 1e · Government grants (contributions)

    $133,300

  • 1f · All other contributions, gifts and grants

    $10,472,333

  • 1g · Noncash contributions included above

    $18,250

  • 3 · Investment income

    total $13,024 · excluded $13,024

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $1,457 · related or exempt $1,457

  • 11e · Other revenue, total

    $1,457

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $200,655 · program services $140,459 · management and general $60,196

  • 7 · Other salaries and wages

    total $6,234,524 · program services $5,731,940 · management and general $502,584

  • 9 · Other employee benefits

    total $800,143 · program services $742,174 · management and general $57,969

  • 10 · Payroll taxes

    total $517,997 · program services $471,570 · management and general $46,427

  • 11b · Fees: legal

    total $229,889 · management and general $229,889

  • 11c · Fees: accounting

    total $60,330 · management and general $60,330

  • 11g · Fees: other

    total $332,488 · program services $332,488

  • 13 · Office expenses

    total $70,580 · program services $65,344 · management and general $5,236

  • 14 · Information technology

    total $37,921 · program services $19,440 · management and general $18,481

  • 16 · Occupancy

    total $1,271,406 · program services $1,188,316 · management and general $83,090

  • 22 · Depreciation, depletion and amortization

    total $80,511 · program services $72,198 · management and general $8,313

  • 23 · Insurance

    total $102,823 · program services $67,804 · management and general $35,019

  • 24a · Other expenses: LEGAL SETTLEMENT

    total $730,470 · management and general $730,470

  • 24b · Other expenses: OTHER EXPENSES

    total $458,167 · program services $377,931 · management and general $80,236

  • 24c · Other expenses: CONTRACT LABOR

    total $383,136 · program services $370,903 · management and general $12,233

  • 24d · Other expenses: FOOD

    total $246,382 · program services $246,382

  • 24e · All other expenses

    total $172,072 · program services $167,202 · management and general $4,870

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $24,961 · end of year $54,592

  • 2 · Savings and temporary cash investments

    beginning of year $2,362,619 · end of year $1,886,949

  • 4 · Accounts receivable

    beginning of year $866,026 · end of year $909,117

  • 8 · Inventories for sale or use

    beginning of year $175,528 · end of year $175,528

  • 9 · Prepaid expenses and deferred charges

    beginning of year $93,759 · end of year $111,226

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

    $1,104,195

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

    $862,850

  • 10c · Land, buildings and equipment, net

    beginning of year $317,844 · end of year $241,345

  • 15 · Other assets

    beginning of year $1,125,344 · end of year $1,013,141

  • 17 · Accounts payable and accrued expenses

    beginning of year $545,442 · end of year $1,356,586

  • 21 · Escrow or custodial account liability

    end of year $35,631

  • 23 · Secured mortgages and notes payable

    beginning of year $101,423 · end of year $101,423

  • 25 · Other liabilities

    beginning of year $1,012,982 · end of year $901,404

  • 27 · Net assets without donor restrictions

    beginning of year $3,306,234 · end of year $1,996,854

Mission and programs · 2023

Mission

TO CREATE AND SUSTAIN HIGH-QUALITY COMMUNITY LIVING SERVICES AND SUPPORTS WHICH ARE STABLE, SECURE, AND LASTING FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES.

  • ALEGRIA COMMUNITY LIVING CURRENTLY HAS ALL 9 OF ITS HOMES IN FULL OPERATION. 4 OF THE HOMES SERVE 4 INDIVIDUALS EACH (AND WOULD BE CONSIDERED THE LARGEST PROGRAM SERVICE). THE OTHER 5 HOMES HAVE THE CAPACITY TO SERVE 3 INDIVIDUALS EACH. IT IS IMPORTANT TO NOTE THAT BEDS IN 7 OF THE HOMES MAY BE FUNDED EVEN IF VACANT PROVIDED THAT SOMEONE HAS BEEN IDENTIFIED AS BEING IN TRANSITION. HOWEVER, DEPARTMENT OF DEVELOPMENTAL SERVICES (DDS) DOES NOT APPROVE TO FUND EMPTY BEDS FOR 2 NEW HOMES; REGIONAL CENTER OF THE EAST BAY (RCEB) AGREES TO SUBMIT AN APPLICATION AND PURSUE APPROVAL OF HEALTH AND SAFETY WAIVER FROM DDS TO ALLOW RCEB TO MAKE SUPPLEMENTAL FUNDS AVAILABLE FOR AN EMPTY BED SHOULD THEY OCCUR. ALEGRIA PROVIDES INDIVIDUALIZED RESIDENTIAL SERVICES, INCLUDING BUT NOT LIMITED TO 24-HOUR STAFFING (BASED ON THE INDIVIDUAL'S NEEDS). "TYPICAL STAFFING IS 2-3 STAFF AT ALL TIMES (THIS INCLUDES 2 OVERNIGHT AWAKE STAFF IN HOMES WHERE REQUIRED). STAFF PREPARE MEALS, PROVIDE TRANSPORTATION TO DAY PROGRAMS, OUTINGS IN THE COMMUNITY AND TO MEDICAL APPOINTMENTS, PROVIDE FULL ASSISTANCE WITH ACTIVITIES OF DAILY LIVING (BATHING, TOILETING, GROOMING), COMMUNITY INTEGRATION, SUPPORT AND TRAINING TOWARDS INDIVIDUALIZED GOALS, AND SUPERVISION AS REQUIRED. STAFF MAINTAIN THE HOME(CLEANING, ORGANIZING, ETC.), CHART ALL PROGRESS/CONCERNS REGARDING THE RESIDENTS AND ATTEND MEETINGS AND TRAININGS AS REQUIRED. ALEGRIA HAS A MANAGER OF HEALTH SERVICE (AN RN) AND CONTRACTED WITH A TEAM OF PSYCHIATRISTS, WHO VISIT THE HOMES REGULARLY. THEY PROVIDE BEHAVIORAL AND HEALTH CARE PLANS FOR THE RESIDENTS AND TRAIN STAFF TO IMPLEMENT THESE PLANS. ALEGRIA ALSO HAS THE FOLLOWING CONSULTANTS:MASSAGE THERAPISTMUSIC THERAPISTHOLISTIC CHEF (WHO TRAINS STAFF TO COOK NUTRITIOUS MEALS)REGISTERED DIETICIANREGISTERED PSYCHIATRISTSPEECH THERAPISTEQUINE THERAPISTWE ALSO PROVIDE COUNSELING SERVICES, CONSULTATIONS, TRAININGS AND DAY PROGRAMS TO INDIVIDUALS.

    Expenses $9,994,151 · Revenue $1,457

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • NANCY KUBOTA

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CAROL BOHNSACK

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • DIANA JORGENSEN

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • JENNIFER STENEBERG

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • VIRGINIA OROZCO

    VICE CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1

  • SANDY PIMPERTON

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • KEEGAN LUCCHESI

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CAROLINE SMITH

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • KAREN TOTO

    EXECUTOR DIRECTOR

    Total calculated
    $176,728
    From this org
    $163,194
    From related orgs
    $0
    Other
    $13,534
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $163,194
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $13,534
    Filer's total
    $176,728

  • ASHTON PAUL

    NURSING MANAGER

    Total calculated
    $119,257
    From this org
    $105,727
    From related orgs
    $0
    Other
    $13,530
    Hours/week
    40

  • BRANISLA RISTIC-GONZALES

    HR DIRECTOR

    Total calculated
    $126,631
    From this org
    $116,807
    From related orgs
    $0
    Other
    $9,824
    Hours/week
    40

  • SUYAT SALVADOR

    DIRECT CARE PERSON

    Total calculated
    $130,371
    From this org
    $114,461
    From related orgs
    $0
    Other
    $15,910
    Hours/week
    40

  • HOUSER SOFIA

    DIRECT CARE PERSON

    Total calculated
    $123,812
    From this org
    $106,947
    From related orgs
    $0
    Other
    $16,865
    Hours/week
    40

  • KASWEKA HUMPHREY

    LEAD STAFF-DICH

    Total calculated
    $113,094
    From this org
    $104,427
    From related orgs
    $0
    Other
    $8,667
    Hours/week
    40

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
  • 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

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
13 May 2025
IRS schema version
2023v6.0
Source object
202521349349306632

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