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Nonprofiteer
← HOMEFIRST SERVICES OF SANTA CLARA COUNTY

Form 990 for tax year 2024

Filed by HOMEFIRST SERVICES OF SANTA CLARA COUNTY.

Totals

Total revenue
$62,190,501
Total expenses
$63,103,879
Contributions and grants received
$60,010,411
Grants paid
$5,272,235
Program service revenue
$1,980,285
Investment income
$1,453
Other revenue
$198,352
Total assets, end of year
$33,808,205
Total liabilities, end of year
$17,996,816
Net assets or fund balances, end of year
$15,811,389
Program services expenses (Part IX)
$54,486,482
Management and general expenses
$7,337,364
Fundraising expenses
$1,280,033
Program service expenses (Part III)
$54,486,482

Program services were 86.3% 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

    $184,200

  • 1e · Government grants (contributions)

    $52,416,970

  • 1f · All other contributions, gifts and grants

    $7,409,241

  • 1g · Noncash contributions included above

    $632,250

  • 2a · Program service revenue: RENTAL INCOME

    total $1,810,885 · related or exempt $1,810,885

  • 2b · Program service revenue: SERVICE REVENUE

    total $169,400 · related or exempt $169,400

  • 3 · Investment income

    total $1,453 · excluded $1,453

  • 8a · Fundraising events: gross income

    $875

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

    $184,200

  • 8b · Fundraising events: direct expenses

    $106,656

  • 8c · Net income from fundraising events

    total -$105,781 · excluded -$105,781

  • 11a · Other revenue: MISCELLANEOUS

    total $300,314 · excluded $300,314

  • 11b · Other revenue: REBATES

    total $3,819 · excluded $3,819

  • 11e · Other revenue, total

    $304,133

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $5,272,235 · program services $5,272,235

  • 5 · Compensation of officers, directors and key employees

    total $1,228,778 · program services $349,188 · management and general $611,941 · fundraising $267,649

  • 7 · Other salaries and wages

    total $31,541,289 · program services $27,538,229 · management and general $3,518,359 · fundraising $484,701

  • 8 · Pension plan contributions

    total $553,963 · program services $500,718 · management and general $53,245

  • 9 · Other employee benefits

    total $4,052,992 · program services $3,378,657 · management and general $562,381 · fundraising $111,954

  • 10 · Payroll taxes

    total $2,598,694 · program services $2,168,388 · management and general $360,601 · fundraising $69,705

  • 11b · Fees: legal

    total $34,617 · management and general $34,617

  • 11c · Fees: accounting

    total $89,270 · management and general $89,270

  • 11f · Fees: investment management

    total $1,812 · management and general $1,812

  • 11g · Fees: other

    total $1,674,526 · program services $949,627 · management and general $640,628 · fundraising $84,271

  • 12 · Advertising and promotion

    total $2,867 · program services $1,086 · management and general $169 · fundraising $1,612

  • 13 · Office expenses

    total $538,711 · program services $379,353 · management and general $105,670 · fundraising $53,688

  • 16 · Occupancy

    total $9,570,379 · program services $8,830,130 · management and general $733,609 · fundraising $6,640

  • 17 · Travel

    total $259,616 · program services $232,942 · management and general $18,015 · fundraising $8,659

  • 19 · Conferences, conventions and meetings

    total $406,868 · program services $209,028 · management and general $177,472 · fundraising $20,368

  • 20 · Interest

    total $424,141 · program services $325,090 · management and general $99,051

  • 22 · Depreciation, depletion and amortization

    total $1,175,409 · program services $1,044,457 · fundraising $130,952

  • 23 · Insurance

    total $687,812 · program services $620,483 · management and general $66,621 · fundraising $708

  • 24a · Other expenses: SUPPLIES

    total $2,111,326 · program services $2,022,316 · management and general $78,000 · fundraising $11,010

  • 24b · Other expenses: DONATED GOODS

    total $632,250 · program services $566,943 · management and general $65,307

  • 24e · All other expenses

    total $246,324 · program services $97,612 · management and general $120,596 · fundraising $28,116

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $370,712 · end of year $1,660,646

  • 3 · Pledges and grants receivable

    beginning of year $13,177,873 · end of year $13,270,796

  • 4 · Accounts receivable

    beginning of year $52,455 · end of year $39,475

  • 9 · Prepaid expenses and deferred charges

    beginning of year $539,884 · end of year $704,733

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

    $35,812,928

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

    $20,950,295

  • 10c · Land, buildings and equipment, net

    beginning of year $16,021,427 · end of year $14,862,633

  • 15 · Other assets

    beginning of year $1,939,352 · end of year $3,269,922

  • 17 · Accounts payable and accrued expenses

    beginning of year $8,314,554 · end of year $9,559,958

  • 19 · Deferred revenue

    beginning of year $485 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $2,996,043 · end of year $2,996,043

  • 24 · Unsecured notes and loans payable

    beginning of year $93,443 · end of year $0

  • 25 · Other liabilities

    beginning of year $3,986,258 · end of year $5,440,815

  • 27 · Net assets without donor restrictions

    beginning of year $10,904,136 · end of year $9,570,206

  • 28 · Net assets with donor restrictions

    beginning of year $5,806,784 · end of year $6,241,183

Mission and programs · 2024

Mission

HOMEFIRST CONFRONTS HOMELESSNESS BY CULTIVATING PEOPLE'S POTENTIAL TO GET HOUSED AND STAY HOUSED.

  • EIH-RUE FERRARI:HOMEFIRST, IN PARTNERSHIP WITH THE CITY OF SAN JOS, OPERATES THE EMERGENCY INTERIM HOUSING (EIH) PROGRAM AT THE RUE FERRARI SITE, PROVIDING LOW-BARRIER, NON-CONGREGATE TEMPORARY HOUSING AND SUPPORTIVE SERVICES TO UNHOUSED ADULTS. THE PROGRAM OFFERS 24/7 ON-SITE OPERATIONS, INCLUDING CASE MANAGEMENT, HOUSING NAVIGATION, AND BEHAVIORAL HEALTH SUPPORT, WITHIN A HOUSING FIRST FRAMEWORK. THROUGH A PHASED SERVICE APPROACH, THE PROGRAM STABILIZES PARTICIPANTS AND ASSISTS THEM IN SECURING AND MAINTAINING PERMANENT HOUSING, AS PART OF THE CITY'S BROADER HOMELESSNESS RESPONSE SYSTEM.

  • SUPPORTIVE SERVICES FOR VETERAN FAMILIES (SSVF):THIS PROGRAM IS DESIGNED TO ASSIST LOW-INCOME VETERAN FAMILIES WHO ARE HOMELESS OR AT RISK OF HOMELESSNESS. THE PROGRAM PROVIDES RAPID REHUSING AND HOMELESSNESS PREVENTION SERVICES, HELPING VETERAN FAMILIES STABILIZE THEIR HOUSING SITUATION. SERVICES PROVIDED INCLUDE FINANCIAL ASSISTANCE FOR RENT, UTILITIES AND SECURITY DEPOSITS, MEDIATION WITH LANDLORDS TO PREVENT EVICTION, RAPID REHOUSING ASSISTANCE IN SECURING PERMANENT HOUSING, CASE MANAGEMENT TO HELP ACCCESS MAINSTREAM BENEFITS SUCH AS FOOD ASSISTANCE AND EMPLOYMENT PROGRAMS, EMPLOYMENT SUPPORT SUCH AS EMPLOYMENT SEARCH ASSISTANCE AND RESUME BUILDING, AND HEALTH SERVICES SUCH AS SUBSTANCE USE TREATMENT REFERRALS.

  • COLD WEATHER SHELTER-GILROY:HOMEFIRST OPERATES THE COLD WEATHER SHELTER PROGRAM IN PARTNERSHIP WITH SANTA CLARA COUNTY AT ITS GILROY SITE, PROVIDING SEASONAL, LOW-BARRIER EMERGENCY SHELTER AND SUPPORTIVE SERVICES TO INDIVIDUALS AND FAMILIES EXPERIENCING HOMELESSNESS DURING THE WINTER MONTHS. THE PROGRAM OPERATES ON A REFERRAL BASIS AND OFFERS OVERNIGHT ACCOMMODATIONS, MEALS, HYGIENE FACILITIES, AND CASE MANAGEMENT TO HELP STABILIZE PARTICIPANTS AND CONNECT THEM TO HOUSING AND SUPPORTIVE SERVICES. DESIGNED TO PROTECT VULNERABLE INDIVIDUALS DURING PERIODS OF INCLEMENT WEATHER, THE PROGRAM SERVES AS A CRITICAL COMPONENT OF THE COUNTY'S EMERGENCY SHELTER SYSTEM AND BROADER CONTINUUM OF CARE.

  • Expenses $54,486,482 · Grants $5,272,235 · Revenue $1,980,285

As filed on the 2024 return.

Listed in Part VII

  • Sri Venkat

    PRESIDENT/BOARD CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Apama Motiwala

    BOARD VICE CHAIR/FUND DEV./GOV. COMM.

    Total calculated
    $0
    Hours/week
    2

  • Suresh Bhat

    TREASURER/FINANCE COMMITTEE

    Total calculated
    $0
    Hours/week
    2

  • Mary Curtis

    SECRETARY/GOV. COMM. CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Amy Badani

    FUND DEVELOPMENT COMMITTEE

    Total calculated
    $0
    Hours/week
    2

  • Richard Fish

    FUND DEVELOPMENT COMMITTEE

    Total calculated
    $0
    Hours/week
    2

  • Kris Haner

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Michael Miller

    AUDIT COMMITTEE CHAIR/FUND DEV./GOV COMMITTEE

    Total calculated
    $0
    Hours/week
    2

  • Dave Montez

    AUDIT COMMITTEE

    Total calculated
    $0
    Hours/week
    2

  • Michele Ryan

    GOV. COMM./FINANCE COMM.

    Total calculated
    $0
    Hours/week
    2

  • Sketch Salazar

    FUND DEVELOPMENT COMMITTEE

    Total calculated
    $0
    Hours/week
    2

  • Troy Tazbaz

    GOVERNANCE COMMITTEE

    Total calculated
    $0
    Hours/week
    2

  • Andrea Urton

    CEO (THRU 07/2024)

    Total calculated
    $147,184
    From this org
    $147,184
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Rene Ramirez

    COO, CEO (AS OF 11/2024)

    Total calculated
    $356,561
    From this org
    $322,488
    From related orgs
    $0
    Other
    $34,073
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $322,488
    Bonus
    $0
    Other
    $0
    Deferred
    $16,745
    Nontaxable benefits
    $17,328
    Filer's total
    $356,561

  • Arthur Stein

    CHIEF FINANCIAL OFFICER

    Total calculated
    $245,400
    From this org
    $233,136
    From related orgs
    $0
    Other
    $12,264
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $233,136
    Bonus
    $0
    Other
    $0
    Deferred
    $11,697
    Nontaxable benefits
    $567
    Filer's total
    $245,400

  • Kelly Vazquez

    CPO, COO (AS OF 01/2025)

    Total calculated
    $251,025
    From this org
    $242,786
    From related orgs
    $0
    Other
    $8,239
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $242,786
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $8,239
    Filer's total
    $251,025

  • Beatriz E Ramos

    VP, EMERGENCY HOUSING, CPO (01/2025)

    Total calculated
    $242,317
    From this org
    $222,390
    From related orgs
    $0
    Other
    $19,927
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $222,390
    Bonus
    $0
    Other
    $0
    Deferred
    $10,443
    Nontaxable benefits
    $9,484
    Filer's total
    $242,317

  • B Michael McFarland

    CHIEF DEVELOPMENT OFFICER

    Total calculated
    $238,880
    From this org
    $226,701
    From related orgs
    $0
    Other
    $12,179
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $226,701
    Bonus
    $0
    Other
    $0
    Deferred
    $11,398
    Nontaxable benefits
    $781
    Filer's total
    $238,880

  • Kristin Smale

    CONTROLLER

    Total calculated
    $190,935
    From this org
    $163,935
    From related orgs
    $0
    Other
    $27,000
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $163,935
    Bonus
    $0
    Other
    $0
    Deferred
    $8,364
    Nontaxable benefits
    $18,636
    Filer's total
    $190,935

  • Sandra Kiss

    HUMAN RESOURCES DIRECTOR

    Total calculated
    $185,750
    From this org
    $161,871
    From related orgs
    $0
    Other
    $23,879
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $161,871
    Bonus
    $0
    Other
    $0
    Deferred
    $8,126
    Nontaxable benefits
    $15,753
    Filer's total
    $185,750

  • Elizabeth P Macapanpan

    SENIOR FACILITIES DIRECTOR

    Total calculated
    $188,842
    From this org
    $158,496
    From related orgs
    $0
    Other
    $30,346
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $158,496
    Bonus
    $0
    Other
    $0
    Deferred
    $8,306
    Nontaxable benefits
    $22,040
    Filer's total
    $188,842

  • Lori Smith

    CHIEF MARK. & COMMUNICATIONS OFFICER

    Total calculated
    $160,582
    From this org
    $155,492
    From related orgs
    $0
    Other
    $5,090
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $155,492
    Bonus
    $0
    Other
    $0
    Deferred
    $4,729
    Nontaxable benefits
    $361
    Filer's total
    $160,582

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 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment

Answered no

  • 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

The filer's explanations (Part III)

PART I, LINE 4A
ANDREA URTON, FORMER CHIEF EXECUTIVE OFFICER WHO SERVED THROUGH JULY 08, 2024 HAD RECEIVED SEVERANCE PAYMENT OF $147,184 FROM THE ORGANIZATION IN JULY 2024.

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
2024
Filed
14 May 2026
IRS schema version
2024v5.5
Source object
202611349349311966

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