2024-11-11T13:39:04-06:00 2023-12-31 221478099 COHNREZNICK LLP 621 CAPITOL MALL SUITE 2150 SACRAMENTO CA 95814 990 2023-01-01 954288926 UPWARD BOUND HOUSE UPWA 3104587779 1104 WASHINGTON AVENUE SANTA MONICA CA 90403 ERIC SARKISYAN CURRENT CFO 3104587779 2024-11-10 1 1 JOLANTA TUCK CPA P01340068 9164429100 2024-11-07 2023 2024-10-15 13:58:12Z CHRISTINE MIRASY-GLASCO 1104 WASHINGTON AVENUE SANTA MONICA CA 90403 9022323 0 X WWW.UPWARDBOUNDHOUSE.ORG X 1991 CA MOVING HOMELESS FAMILIES WITH CHILDREN BACK INTO PERMANENT HOUSING 15 15 56 250 0 0 6869525 8763470 134144 69483 31447 189369 0 1 7035116 9022323 0 0 0 0 2708660 3371500 0 0 431796 3891367 5154180 6600027 8525680 435089 496643 12850498 13380928 2169628 2117163 10680870 11263765 X OUR MISSION IS TO ELIMINATE HOMELESSNESS AMONG FAMILIES WITH CHILDREN IN OUR COMMUNITY BY PROVIDING HOUSING, SUPPORTIVE SERVICES, AND ADVOCACY. OUR CENTRAL GOAL IS TO EMPOWER EVERY HOMELESS FAMILY, REGARDLESS OF THEIR BACKGROUND AND BARRIERS, TO ACHIEVE SELF-SUFFICIENCY AND LEAD PRODUCTIVE, FULFILLING LIVES. WE SEEK TO ACCOMPLISH THIS GOAL THROUGH A COMPREHENSIVE RANGE OF SERVICES TAILORED TO INDIVIDUAL NEEDS, WITH A FOCUS ON PROMOTING THE OBJECTIVES OF FAMILY STRENGTHENING, EDUCATIONAL ACHIEVEMENT, GAINFUL EMPLOYMENT, AND PERMANENT HOUSING. 0 0 3139806 69484 INTERIM HOUSING - IN 2023, THE ORGANIZATION SERVED 450 FAMILIES (501 ADULTS AND 819 CHILDREN). OF THE 330 FAMILIES WHO EXITED THE ORGANIZATION'S PROGRAMS, 65% MOVED TO PERMANENT HOUSING AND 42% 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 EMERGENCY SHELTER (18-STUDIO UNITS) OFFERING COMPREHENSIVE SERVICES TO FAMILIES FOR UP TO 4 OR 5 MONTHS. 4697659 PERMANENT HOUSING - SOUTH LOS ANGELES HOUSING STABILITY PROGRAM - THE PROGRAM CONSISTS OF EMERGENCY SHELTER (4 FACILITIES IN SOUTH LA) AND RAPID REHOUSING (RRH) SERVICES FOR HOMELESS FAMILIES. THE ORGANIZATION OPERATES ITS RRH SERVICES FROM OFFICES LOCATED WITHIN THE COMPTON UNIFIED SCHOOL DISTRICT AND THE FIRST UNITED METHODIST CHURCH OF COMPTON. THE 4 EMERGENCY SHELTERS OFFER 24-HOUR CRISIS HOUSING, AND WRAPAROUND SERVICES, FOR UP TO 4 TO 5 MONTHS PER FAMILY. 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. THE ORGANIZATION CLOSELY COLLABORATES WITH THE SPA 6 FAMILY SOLUTIONS CENTER OPERATED BY SSG/HOPICS TO ACCEPT REFERRALS AND COORDINATE SERVICES. 33921 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. 7871386 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 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 1 123 0 1 56 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 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 228431 0 10767 TARA BROWN DIRECTOR OF ADMINISTRATION 40.00 X 118238 0 9576 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 TRACY EDWARDS TREASURER 5.00 3.00 X X 0 0 0 RYAN LEGGIO SECRETARY 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 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 346669 0 20343 2 0 1 0 ROBERT HALF PO BOX 743295 LOS ANGELES CA 90074 STAFFING SERVICES 217805 NOBLE ACCOUNTING LLC 2780 SKYPARK DRIVE SUITE 201 TORRANCE CA 90505 ACCOUNTING SERVICES 146520 2 6852520 1910950 8763470 MANAGEMENT FEE REVENUE 531110 69483 69483 69483 189369 189369 1 1 1 9022323 69484 0 189369 239198 221079 7430 10689 2658193 2456842 82565 118786 294034 271762 9132 13140 180075 166435 5593 8047 213942 155754 4081 54107 221678 161386 4229 56063 27222 141 235 26846 113089 110126 308 2655 27663 20139 528 6996 1078428 1065855 3625 8948 49167 47622 939 606 1575 159 866 550 177649 166957 10692 21886 20479 390 1017 CLIENT SUPPORTING EXPEN 2675668 2667729 7939 REPAIRS & MAINTENANCE 237059 235780 1082 197 EVENT EXPENSE 66738 344 576 65818 SERVICE FEES, DUES AND 52547 30631 15756 6160 189869 72166 66532 51171 8525680 7871386 222498 431796 6115902 6662608 154484 154631 1072293 1316560 45204 186385 184457 7997255 3553320 4563536 4443935 105109 139906 141558 139698 511231 293929 12850498 13380928 360086 309654 22871 1784638 1784638 24904 0 2169628 2117163 X 8858494 9245929 1822376 2017836 10680870 11263765 12850498 13380928 496643 86252 0 X 0 1 X 1 1 1 X 7149518 7836864 6714841 6869525 8763470 37334218 7149518 7836864 6714841 6869525 8763470 37334218 502434 36831784 24100 8503 4690 31447 189369 258109 1 1 37592328 406314 0.97980 0.97940 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2023 AMOUNT: $ 1. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 76326 11868 11868 76326 76326 11868 11868 76326 76326 11868 11868 76326 76326 11868 11868 76326 76326 12004 12004 76326 1.00000 0 0 2504109 2504109 5200498 3308512 1891986 195407 195406 1 97241 49402 47839 4443935 X 9108575 86252 86252 9022323 0 9022323 8525680 0 8525680 0 8525680 PART IV, LINE 2B: THE ESCROW LIABILITY AMOUNTS ON FORM 990, PART X, LINE 21 CONSIST OF TENANT SECURITY DEPOSITS AND CLIENT SAVINGS TRUST ACCOUNTS. 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, 2023. 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 2020 AND 2019, RESPECTIVELY, ARE CLOSED. MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. X 0 0 0 0 0 0 0 0 0 CHRISTINE MIRASY-GLASCO CEO & PRESIDENT 204749 0 23682 0 0 0 0 0 10767 0 239198 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 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 UPWARD BOUND SENIOR VILLA INC L 69483 FMV