Totals
- Total revenue
- $17,377,626
- Total expenses
- $17,346,885
- Contributions and grants received
- $17,203,122
- Grants paid
- $0
- Program service revenue
- $16,400
- Investment income
- $158,104
- Other revenue
- $0
- Total assets, end of year
- $16,383,051
- Total liabilities, end of year
- $5,698,540
- Net assets or fund balances, end of year
- $10,684,511
- Program services expenses (Part IX)
- $14,719,858
- Management and general expenses
- $2,410,212
- Fundraising expenses
- $216,815
- Program service expenses (Part III)
- $14,719,858
Program services were 84.9% 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)
$16,645,074
-
1f · All other contributions, gifts and grants
$558,048
-
2a · Program service revenue: HUMBOLT COTTAGE
total $16,400 · related or exempt $16,400
-
3 · Investment income
total $117,317 · excluded $117,317
-
7a · Gross sales of assets other than inventory
securities $6,398,211
-
7b · Less cost or other basis and sales expenses
securities $6,357,424
-
7c · Gain or loss
securities $40,787
-
7d · Net gain or loss
total $40,787 · excluded $40,787
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $219,767 · program services $54,942 · management and general $109,883 · fundraising $54,942
-
7 · Other salaries and wages
total $10,178,282 · program services $8,866,407 · management and general $1,220,161 · fundraising $91,714
-
8 · Pension plan contributions
total $140,952 · program services $121,334 · management and general $18,677 · fundraising $941
-
9 · Other employee benefits
total $1,341,892 · program services $1,140,308 · management and general $186,724 · fundraising $14,860
-
10 · Payroll taxes
total $813,452 · program services $686,377 · management and general $116,125 · fundraising $10,950
-
11b · Fees: legal
total $5,876 · management and general $5,876
-
11c · Fees: accounting
total $63,311 · management and general $63,311
-
11f · Fees: investment management
total $20,971 · management and general $20,971
-
11g · Fees: other
total $1,150,505 · program services $1,062,688 · management and general $86,279 · fundraising $1,538
-
12 · Advertising and promotion
total $1,231 · program services $654 · management and general $577
-
13 · Office expenses
total $197,023 · program services $148,274 · management and general $48,148 · fundraising $601
-
14 · Information technology
total $106,874 · program services $8,588 · management and general $98,286
-
16 · Occupancy
total $1,501,474 · program services $1,428,282 · management and general $65,338 · fundraising $7,854
-
17 · Travel
total $109,190 · program services $94,740 · management and general $14,450
-
22 · Depreciation, depletion and amortization
total $246,103 · program services $222,980 · management and general $23,123
-
23 · Insurance
total $329,592 · program services $126,425 · management and general $203,167
-
24a · Other expenses: CARE & SERVICE EXPENSES
total $608,144 · program services $541,925 · management and general $46,890 · fundraising $19,329
-
24b · Other expenses: TRAINING
total $201,104 · program services $193,917 · management and general $6,012 · fundraising $1,175
-
24c · Other expenses: ANNUAL NEWSLETTER
total $77,842 · management and general $64,931 · fundraising $12,911
-
24d · Other expenses: FINGERPRINTING/SCREENIN
total $12,077 · program services $6,564 · management and general $5,513
-
24e · All other expenses
total $21,223 · program services $15,453 · management and general $5,770
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $157,154 · end of year $171,151
-
2 · Savings and temporary cash investments
beginning of year $2,308,741 · end of year $698,703
-
4 · Accounts receivable
beginning of year $1,377,842 · end of year $1,474,339
-
9 · Prepaid expenses and deferred charges
beginning of year $135,573 · end of year $142,218
-
10a · Land, buildings and equipment: cost or other basis
$11,102,459
-
10b · Land, buildings and equipment: accumulated depreciation
$1,906,435
-
10c · Land, buildings and equipment, net
beginning of year $8,798,327 · end of year $9,196,024
-
11 · Investments: publicly traded securities
beginning of year $2,663,655 · end of year $4,123,451
-
15 · Other assets
beginning of year $596,237 · end of year $577,165
-
17 · Accounts payable and accrued expenses
beginning of year $1,250,695 · end of year $1,395,947
-
23 · Secured mortgages and notes payable
beginning of year $3,910,221 · end of year $3,798,860
-
25 · Other liabilities
beginning of year $547,658 · end of year $503,733
-
27 · Net assets without donor restrictions
beginning of year $10,279,968 · end of year $10,673,524
-
28 · Net assets with donor restrictions
beginning of year $48,987 · end of year $10,987
Mission and programs · 2023
Mission
LSA PROVIDES EXCEPTIONAL COMMUNITY-BASED LIVING EXPERIENCES AND SERVICES FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES.
Activities or mission (Part I)
TO PROVIDE COMMUNITY-BASED LIVING AND SERVICES FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES.
-
LIFE SERVICES ALTERNATIVES, INC. (LSA) PROVIDES RESIDENTIAL SERVICES AND SUPPORT FOR CONSUMERS WHO HAVE BEEN DIAGNOSED AS HAVING DEVELOPMENTAL DISABILITIES. LSA OPERATES TWELVE HOMES WITH FIVE CONSUMERS EACH, UNDER CONTRACTS WITH SAN ANDREAS REGIONAL CENTER, INC. (SARC), WHICH ARE FUNDED THROUGH CONTRACTS WITH THE DEPARTMENT OF DEVELOPMENTAL SERVICES (DDS) OF THE STATE OF CALIFORNIA UNDER THE LANTERMAN DEVELOPMENTAL DISABILITIES SERVICES ACT. THE $16,645,074 OF DIRECT GOVERNMENT FUNDING RECEIVED FOR SERVICES RENDERED UNDER THE SARC CONTRACTS IS CHARACTERIZED AS GOVERNMENT GRANT REVENUE IN ACCORDANCE WITH THE IRS INSTRUCTIONS.
Expenses $14,719,858 · Revenue $16,400
As filed on the 2023 return.
Listed in Part VII
-
John PencerJOHN PENCER
PRESIDENT
- Total calculated
- $0
- Hours/week
- 0.5
-
Tina UnderwoodTINA UNDERWOOD
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 0.5
-
Michael PhillipsMICHAEL PHILLIPS
TREASURER
- Total calculated
- $0
- Hours/week
- 0.5
-
Christine WangCHRISTINE WANG
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.5
-
Chris BurkeCHRIS BURKE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Sandra CastellanoSANDRA CASTELLANO
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Greg DalzellGREG DALZELL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Mimi GianniniMIMI GIANNINI
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Fran GoodwinFRAN GOODWIN
BOARD MEMBER (UNTIL 6/2024)
- Total calculated
- $0
- Hours/week
- 0.5
-
David HovdaDAVID HOVDA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Maurice LeibensternMAURICE LEIBENSTERN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Bob MarshallaBOB MARSHALLA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Steven MinchenSTEVEN MINCHEN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Lee NelsonLEE NELSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Matthew NorrisMATTHEW NORRIS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Ramaswamy RanganathanRAMASWAMY RANGANATHAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Ahmed TaufiqAHMED TAUFIQ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Olenka VillarrealOLENKA VILLARREAL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Bruce WolfeBRUCE WOLFE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Dana HooperDANA HOOPER
EXECUTIVE DIRECTOR
- Total calculated
- $219,767
- From this org
- $202,179
- From related orgs
- $0
- Other
- $17,588
- Hours/week
- 48
Schedule J breakdown matched by us
- Base
- $202,179
- Bonus
- $0
- Other
- $0
- Deferred
- $4,044
- Nontaxable benefits
- $13,544
- Filer's total
- $219,767
-
Duane WongDUANE WONG
CHIEF FINANCIAL OFFICER
- Total calculated
- $168,080
- From this org
- $147,540
- From related orgs
- $0
- Other
- $20,540
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $147,540
- Bonus
- $0
- Other
- $0
- Deferred
- $2,950
- Nontaxable benefits
- $17,590
- Filer's total
- $168,080
-
Sharmean HeffernanSHARMEAN HEFFERNAN
PROGRAM DIRECTOR
- Total calculated
- $140,360
- From this org
- $136,718
- From related orgs
- $0
- Other
- $3,642
- Hours/week
- 40
-
Joseph LansanaJOSEPH LANSANA
HOME ADMINISTRATOR
- Total calculated
- $136,079
- From this org
- $122,706
- From related orgs
- $0
- Other
- $13,373
- Hours/week
- 40
-
Armie TancincoARMIE TANCINCO
HOME ADMINISTRATOR
- Total calculated
- $133,837
- From this org
- $130,265
- From related orgs
- $0
- Other
- $3,572
- Hours/week
- 40
-
Hadiyah FainHADIYAH FAIN
MARKETING DIRECTOR
- Total calculated
- $125,936
- From this org
- $125,581
- From related orgs
- $0
- Other
- $355
- 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 committee
- 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
- 13 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202521349349303212
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