2023-11-15T12:28:56-06:00 2022-12-31 221478099 COHNREZNICK LLP 621 CAPITOL MALL SUITE 2150 SACRAMENTO CA 95814 990 2022-01-01 954288926 UPWARD BOUND HOUSE UPWA 3104587779 1104 WASHINGTON AVENUE SANTA MONICA CA 90403 CHRISTINE MIRASY-GLASCO EXECUTIVE DIRECTOR 3104587779 2023-11-14 1 CHRISTINE MIRASY-GLASCO 999009999 0 JOLANTA TUCK CPA P01340068 9164429100 2023-11-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CHRISTINE MIRASY-GLASCO 1104 WASHINGTON AVENUE SANTA MONICA CA 90403 7035116 0 X WWW.UPWARDBOUNDHOUSE.ORG X 1991 CA MOVING HOMELESS FAMILIES WITH CHILDREN BACK INTO PERMANENT HOUSING 17 17 50 50 0 0 6714841 6869525 125304 134144 4690 31447 -9683 0 6835152 7035116 0 0 0 0 2363698 2708660 0 0 459504 3716587 3891367 6080285 6600027 754867 435089 12367890 12850498 2096004 2169628 10271886 10680870 X THE MISSION OF UPWARD BOUND HOUSE IS TO ELIMINATE HOMELESSNESS AMONG FAMILIES WITH CHILDREN BY PROVIDING HOUSING, SUPPORTIVE SERVICES, AND ADVOCACY. THE ORGANIZATION OFFERS HOMELESS FAMILIES SHORT-TERM AND MEDIUM-TERM CRISIS HOUSING AS WELL AS RAPID RE-HOUSING SERVICES THAT HELP THEM MOVE INTO PERMANENT HOUSING AS QUICKLY AS POSSIBLE. 0 0 2905204 134144 INTERIM HOUSING - IN 2022, THE ORGANIZATION SERVED 390 FAMILIES (ADULTS AND CHILDREN). OF THE 247 FAMILIES WHO EXITED THE ORGANIZATION'S PROGRAMS, 85% MOVED TO PERMANENT HOUSING AND 47% INCREASED THEIR INCOME THROUGH EMPLOYMENT. WESTSIDE HOUSING STABILITY PROGRAM - THE PROGRAM CONSISTS OF FAMILY PLACE (SANTA MONICA), A TRANSITIONAL HOUSING FACILITY (21 ONE-BEDROOM APARTMENTS) OFFERING PSYCHOSOCIAL AND MENTAL HEALTH SERVICES TO HOMELESS FAMILIES FOR UP TO 9 MONTHS, AND FAMILY SHELTER (CULVER CITY), AN INTERIM HOUSING FACILITY (18-STUDIO UNITS) OFFERING SUPPORTIVE SERVICES TO HOMELESS FAMILIES. CONTIUATION OF CHECKLIST PART 1 PROGRAM DESCRIPTION UNDER INTERIM HOUSING (10A) - FAMILY SHELTER, AN EMERGENCY SHELTER (18 STUDIO UNITS) OFFERING COMPREHENSIVE SERVICES TO FAMILIES FOR UP TO 4-5 MONTHS. THROUGH ITS STRATEGIC PARTNERSHIP WITH ST. JOSEPH'S CENTER AS THE SPA 5 FAMILY SOLUTIONS CENTER, THE ORGANIZATION ACCEPTS REFERRALS OF HOMELESS FAMILIES FOR SHELTER AND PROVIDES THESE HOUSING STABILITY SERVICES TO THEM FREE OF CHARGE. SOUTH LOS ANGELES HOUSING STABILITY PROGRAM - THE PROGRAM CONSISTS OF EMERGENCY SHELTER (FOUR FACILITIES IN SOUTH LA) AND RAPID REHOUSING ("RRH") SERVICES FOR HOMELESS FAMILIES. THE FOUR EMERGENCY SHELTERS OFFER 24-HOUR CRISIS HOUSING, AND WRAPAROUND SERVICES, FOR UP TO 4-5 MONTHS PER FAMILY. THE ORGANIZATION CLOSELY COLLABORATES WITH THE SPA 6 FAMILY SOLUTIONS CENTER OPERATED BY SSG/HOPICS TO ACCEPT REFERRALS AND COORDINATE SERVICES. TRANSITIONAL AGE YOUTH ("TAY") PROGRAM - THE PROGRAM IS A COMPREHENSIVE RESIDENTIAL PROGRAM THAT SERVES PREGNANT AND/OR PARENTING TAY BETWEEN THE AGES OF 18 AND 24 AND THEIR CHILDREN FOR UP TO 36 MONTHS. THE PROGRAM, OPERATES OUT OF TWO PROGRAM SITES IN SOUTH LA, SUPPORTS AND FACILITATES PARENTING SKILLS, CHILD DEVELOPMENT, EDUCATION, EMPLOYMENT AND PERMANENT HOUSING GOALS AMONG ALL PARTICIPANTS. 2871069 PERMANENT HOUSING - THE ORGANIZATION OPERATES RAPID REHOUSING (RRH) SERVICES FROM OFFICES LOCATED WITHIN THE COMPTON UNIFIED SCHOOL DISTRICT AND THE FIRST UNITED METHODIST CHURCH OF COMPTON. RRH MOVES HOMELESS FAMILIES FROM SHELTERS INTO PERMANENT HOUSING AS QUICKLY AS POSSIBLE BY PROVIDING PROACTIVE LANDLORD OUTREACH AND HOUSING SEARCH ASSISTANCE, COUPLED WITH INDIVIDUALIZED FINANCIAL ASSISTANCE (E.G. SECURITY DEPOSITS, SHORT-TERM RENT SUBSIDIES). ONCE IN HOUSING, FAMILIES PARTICPATE IN TIME-LIMITED, INTENSIVE, IN-HOME SERVICES DESIGNED TO ADDRESS PARENT, CHILD AND FAMILY BARRIERS TO HOUSING AND SCHOOL STABILITY, ECONOMIC SECURITY AND OVERALL WELL-BEING. ONCE SHORT TERM SUBDIES END, UBH CONTINUES TO PROVIDE SUPPORT THROUGH AFTERCARE SUPPORTIVE SERVICE REFERRALS UP TO A YEAR AFTER EXIT FROM PROGRAM. 46984 HEALTH & WELLNESS - WELLNESS AND FARM PROGRAM - THE FARM PROGRAM, LOCATED IN SANTA MONICA, PROVIDES AND ENVIRONMENT FOR PARENTS AND CHILDREN TO LEARN HOW TO GROW AND PREPARE THEIR OWN FOOD THROUGH FUN, INTERACTIVE WORKSHOPS AND HANDS-ON INSTRUCTION, WITH THE GOAL OF INCREASING FOOD SECURITY AND PROMOTING HEALTHY EATING HABITS. HEALTHY LIVING PROGRAM - THE PROGRAM USES AN URBAN FARM (OWNED BY THE ORGANIZATION) AS A THERAPEUTIC OUTLET TO TEACH LIFE SKILLS, PROVIDE JOB TRAINING, AND BUILD CLIENT CONFIDENCE AND SELF-ESTEEM. PARENT AND THEIR CHILD(REN), DEPENDING ON AGE, PARTICIPATE IN THE SELECTION, PLANTING, CARE AND CULTIVATION OF CROPS AS WELL AS CLASSES IN NUTRITION, COOKING AND HEALTHY LIVING. 5823257 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 87 0 1 50 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 1 1 1 0 0 CA X CHRISTINE MIRASY-GLASCO 3104587779 1104 WASHINGTON AVENUE SANTA MONICA CA 90403 CHRISTINE MIRASY-GLASCO CEO & PRESIDENT 40.00 5.00 X 209455 0 10505 TARA BROWN DIRECTOR OF ADMINISTRATION 40.00 0.00 X 111679 0 8691 CINDY MAROUN PRESIDENT 5.00 3.00 X X 0 0 0 GLENDA MARTINEZ VICE PRESIDENT 5.00 3.00 X X 0 0 0 RYAN LEGGIO SECRETARY 5.00 3.00 X X 0 0 0 TRACY EDWARDS TREASURER 5.00 3.00 X X 0 0 0 ALBERT P VERA DIRECTOR 1.00 1.00 X 0 0 0 BOOKER PEARSON DIRECTOR 1.00 1.00 X 0 0 0 CINDY MCQUADE DIRECTOR 1.00 1.00 X 0 0 0 JAMIE TIERNEY DIRECTOR 1.00 1.00 X 0 0 0 JANE SPIEGEL MD DIRECTOR 1.00 1.00 X 0 0 0 KIM DEFENDERFER DIRECTOR 1.00 1.00 X 0 0 0 KITTY WALLACE DIRECTOR 1.00 1.00 X 0 0 0 LISA ELSON DIRECTOR 1.00 1.00 X 0 0 0 RAY HOFMEISTER DIRECTOR 1.00 1.00 X 0 0 0 REVEREND PATRICIA FARRIS DIRECTOR 1.00 1.00 X 0 0 0 RUSSELL WHITTENBURG DIRECTOR 1.00 1.00 X 0 0 0 TOM WILSON DIRECTOR 1.00 1.00 X 0 0 0 YSETTE WITTEVEEN DIRECTOR 1.00 1.00 X 0 0 0 321134 0 19196 2 0 1 0 ROBERT HALF PO BOX 743295 LOS ANGELES CA 90074 STAFFING SERVICES 111559 1 5275792 1593733 7920 6869525 MANAGEMENT FEE REVENUE 531110 67503 67503 OTHER INCOME 531110 66641 66641 134144 31447 31447 7035116 134144 0 31447 219960 186513 16548 16899 2097100 1778208 157774 161118 240790 204174 18116 18500 150810 127877 11346 11587 801 460 25 316 133340 76509 4232 52599 262066 150371 8317 103378 27220 296 2 26922 60405 54010 2682 3713 731488 723005 3015 5468 21068 20062 327 679 180636 169944 10692 27300 19393 2908 4999 CLIENT SUPPORTING EXPEN 1991759 1974781 16978 REPAIRS & MAINTENANCE 236591 235728 662 201 EQUIPMENT RENTAL 62554 50736 3142 8676 SERVICES FEES, DUES AND 53845 20681 8768 24396 102294 30509 51732 20053 6600027 5823257 317266 459504 5340568 6115902 154337 154484 1371955 1072293 75715 186385 7942927 3379391 4742312 4563536 121405 105109 143418 141558 418180 511231 12367890 12850498 279460 360086 1784638 1784638 31906 24904 2096004 2169628 X 8587785 8858494 1684101 1822376 10271886 10680870 12367890 12850498 435089 -26105 0 X 0 1 X 1 1 1 X 4382495 7149518 7836864 6714841 6869525 32953243 4382495 7149518 7836864 6714841 6869525 32953243 593455 32359788 19314 24100 8503 4690 31447 88054 33041297 336831 0.97940 0.97300 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 76326 11868 11868 76326 76326 11868 11868 76326 76326 11868 11868 76326 76326 12004 12004 76326 76326 4468 4468 76326 1.00000 0 0 2504109 2504109 5146170 3154031 1992139 195407 195406 1 97241 29954 67287 4563536 CLIENT SAVINGS ACCOUNTS 16600 TENANT SECURITY DEPOSITS 8304 24904 X 7009011 -26105 -26105 7035116 0 7035116 6600027 0 6600027 0 6600027 PART X, LINE 2: THE ORGANIZATION HAS APPLIED FOR AND RECEIVED A DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE ("IRS") TO BE TREATED AS A TAX-EXEMPT ENTITY PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND DID NOT HAVE ANY UNRELATED BUSINESS INCOME FOR THE YEAR ENDED DECEMBER 31, 2021. DUE TO ITS TAX-EXEMPT STATUS, THE ORGANIZATION IS NOT SUBJECT TO INCOME TAXES. THE ORGANIZATION IS REQUIRED TO FILE AND DOES FILE TAX RETURNS WITH THE IRS AND OTHER TAXING AUTHORITIES. ACCORDINGLY, THESE FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION FOR INCOME TAXES AND THE ORGANIZATION HAS NO OTHER TAX POSITIONS THAT MUST BE CONSIDERED FOR DISCLOSURE. THE ORGANIZATION DOES NOT BELIEVE THEIR FINANCIAL STATEMENTS INCLUDE ANY UNCERTAIN TAX POSITIONS. THE ORGANIZATION'S FEDERAL AND STATE INCOME TAX RETURNS PRIOR TO FISCAL YEARS 2019 AND 2018, RESPECTIVELY, ARE CLOSED. MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. 0 0 0 0 0 0 0 0 0 CHRISTINE MIRASY-GLASCO CEO & PRESIDENT 189720 0 19735 0 0 0 0 0 10505 0 219960 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THERE IS NO COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY OUR OUTSIDE AUDITOR USING INFORMATION SUPPLIED BY UBH. FOLLOWING COMPLETION OF DRAFTS OF THE AUDITED FINANCIAL STATEMENTS AND FORM 990, THE OUTSIDE AUDITOR PROVIDES MANAGEMENT AND THE FINANCE COMMITTEE WITH THE DRAFT FOR REVIEW. AFTER INCORPORATING MANAGEMENT'S AND THE COMMITTEE'S COMMENTS, THE AUDITOR PROVIDES A REVISED FORM 990 WHICH IS DISTRIBUTED TO THE FULL BOARD OF DIRECTORS FOR THEIR REVIEW AND COMMENTS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12 EACH DIRECTOR IS REQUIRED TO COMPLETE AN ANNUAL CERTIFICATE OF COMPLIANCE WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. THIS CERTIFICATE AFFIRMS THE READING AND UNDERSTANDING OF THE CONFLICT OF INTEREST POLICY, LISTS THE AFFILIATIONS OF THE INDIVIDUAL AND CERTIFIES THAT THE INDIVIDUAL IS IN COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. CHANGES OCCURRING DURING THE YEAR IN BOARD MEMBER ASSOCIATIONS ARE COMMUNICATED TO THE BOARD LIAISON FOR UPDATING OF ORGANIZATION CONFLICT OF INTEREST RECORDS. FORM 990, PART VI, SECTION B, LINE 15A THERE WAS A FORMAL REVIEW OF THE EXECUTIVE DIRECTOR BY THE BOARD OF DIRECTORS (BUT NOT OF OTHER KEY EMPLOYEES). THIS PROCESS ENTAILED SOLICITING INPUT FROM EACH DIRECTOR AS WELL AS FROM THE DIRECT REPORTS OF THE EXECUTIVE DIRECTOR AND A SELF-EVALUATION FROM THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. UPWARD BOUND SENIOR VILLA INC 1104 WASHINGTON AVE SANTA MONICA CA 90403 954468960 SENIOR HOUSING CA 501(C)(3) LINE 7 UPWARD BOUND HOUSE 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0