Totals
- Total revenue
- $5,650,112
- Total expenses
- $6,218,131
- Contributions and grants received
- $5,580,177
- Grants paid
- $0
- Program service revenue
- $20,402
- Investment income
- $248
- Other revenue
- $49,285
- Total assets, end of year
- $3,767,813
- Total liabilities, end of year
- $878,460
- Net assets or fund balances, end of year
- $2,889,353
- Program services expenses (Part IX)
- $4,986,692
- Management and general expenses
- $895,727
- Fundraising expenses
- $335,712
- Program service expenses (Part III)
- $4,986,692
Program services were 80.2% 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
$324,514
-
1e · Government grants (contributions)
$4,326,349
-
1f · All other contributions, gifts and grants
$929,314
-
1g · Noncash contributions included above
$163,596
-
2a · Program service revenue: CONTRACT REVENUE
total $20,402 · related or exempt $20,402
-
3 · Investment income
total $248 · excluded $248
-
6a · Gross rents
real property $29,359
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $29,359
-
6d · Net rental income or loss
total $29,359 · related or exempt $29,359
-
8a · Fundraising events: gross income
$182,742
-
8a · Fundraising events: contributions included on line 1c
$324,514
-
8b · Fundraising events: direct expenses
$166,759
-
8c · Net income from fundraising events
total $15,983 · excluded $15,983
-
11a · Other revenue: MISCELLANEOUS
total $3,943 · related or exempt $3,943
-
11e · Other revenue, total
$3,943
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $129,900 · program services $108,610 · management and general $12,765 · fundraising $8,525
-
7 · Other salaries and wages
total $3,640,946 · program services $3,044,197 · management and general $357,801 · fundraising $238,948
-
8 · Pension plan contributions
total $39,288 · program services $27,663 · management and general $8,880 · fundraising $2,745
-
9 · Other employee benefits
total $276,597 · program services $210,442 · management and general $38,054 · fundraising $28,101
-
10 · Payroll taxes
total $312,899 · program services $230,788 · management and general $63,322 · fundraising $18,789
-
11c · Fees: accounting
total $26,270 · management and general $26,270
-
11g · Fees: other
total $267,486 · program services $224,786 · management and general $41,505 · fundraising $1,195
-
12 · Advertising and promotion
total $425 · fundraising $425
-
13 · Office expenses
total $85,952 · program services $47,363 · management and general $31,862 · fundraising $6,727
-
14 · Information technology
total $97,959 · program services $47,551 · management and general $40,974 · fundraising $9,434
-
16 · Occupancy
total $360,401 · program services $280,535 · management and general $68,466 · fundraising $11,400
-
17 · Travel
total $32,376 · program services $28,667 · management and general $2,967 · fundraising $742
-
20 · Interest
total $649 · management and general $649
-
22 · Depreciation, depletion and amortization
total $92,018 · program services $62,572 · management and general $25,765 · fundraising $3,681
-
23 · Insurance
total $235,709 · program services $191,388 · management and general $39,321 · fundraising $5,000
-
24a · Other expenses: CLIENT ASSISTANCE & HOU
total $286,186 · program services $286,186
-
24b · Other expenses: MISCELLANEOUS EXPENSE
total $84,123 · program services $2,697 · management and general $81,426
-
24c · Other expenses: OUTSOURCED PROGRAM SERV
total $69,349 · program services $69,349
-
24d · Other expenses: REPAIRS & MAINTENANCE
total $68,328 · program services $44,577 · management and general $23,751
-
24e · All other expenses
total $111,270 · program services $79,321 · management and general $31,949
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $371,227 · end of year $293,273
-
2 · Savings and temporary cash investments
beginning of year $370,020 · end of year $244,674
-
3 · Pledges and grants receivable
beginning of year $1,460,291 · end of year $1,314,425
-
4 · Accounts receivable
beginning of year $3,900 · end of year $62,075
-
9 · Prepaid expenses and deferred charges
beginning of year $29,748 · end of year $32,245
-
10a · Land, buildings and equipment: cost or other basis
$3,574,562
-
10b · Land, buildings and equipment: accumulated depreciation
$1,753,441
-
10c · Land, buildings and equipment, net
beginning of year $1,836,033 · end of year $1,821,121
-
17 · Accounts payable and accrued expenses
beginning of year $420,775 · end of year $606,722
-
19 · Deferred revenue
beginning of year $62,064 · end of year $125,583
-
24 · Unsecured notes and loans payable
beginning of year $150,327 · end of year $143,276
-
25 · Other liabilities
beginning of year $3,680 · end of year $2,879
-
27 · Net assets without donor restrictions
beginning of year $1,675,103 · end of year $1,153,083
-
28 · Net assets with donor restrictions
beginning of year $1,759,270 · end of year $1,736,270
Mission and programs · 2022
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 $3,290,648 · Revenue $20,402
-
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 $1,214,224 · Revenue $33,302
-
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 $481,820
As filed on the 2022 return.
Listed in Part VII
-
Dave JuhnkeDAVE JUHNKE
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1.62
-
Courtney TaylorCOURTNEY TAYLOR
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1.04
-
Kelli BriggsKELLI BRIGGS
TREASURER
- Total calculated
- $0
- Hours/week
- 0.85
-
Jill LemieuxJILL LEMIEUX
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.98
-
Debby NicklasDEBBY NICKLAS
IMMEDIATE PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 0.5
-
Malani AndersonMALANI ANDERSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.32
-
Michael BoyerMICHAEL BOYER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.49
-
Joel ConnJOEL CONN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.59
-
Nancy DepueNANCY DEPUE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.47
-
Chelsea DixonCHELSEA DIXON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.31
-
Tessa EspinosaTESSA ESPINOSA
DIRECTOR - PART YEAR
- Total calculated
- $0
- Hours/week
- 0.1
-
Shawn FreemanSHAWN FREEMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 4.6
-
Juan RamirezJUAN RAMIREZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.48
-
Kara SamaniegoKARA SAMANIEGO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.67
-
Rick ScottRICK SCOTT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.32
-
Kathy TompkinsKATHY TOMPKINS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.04
-
Jennifer AdamsJENNIFER ADAMS
EXECUTIVE DIRECTOR
- Total calculated
- $121,967
- From this org
- $118,473
- From related orgs
- $0
- Other
- $3,494
- Hours/week
- 39.5
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.
-
WOMEN'S SHELTER ENDOWMENT TRUST
501(C)(3) · BENEFIT OF LUMINA ALLIANCE · CA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 15 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202431369349314813
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.