2025-05-15T17:18:02-05:00 2024-06-30 941254756 HOOD & STRONG LLP 2580 N 1ST ST STE 460 SAN JOSE CA 95131 990 2023-07-01 770160469 LIFEMOVES LIFE 6506855880 2550 GREAT AMERICA WAY 201 SANTA CLARA CA 95054 PAUL SIMPSON CFO 6506855880 2025-05-15 1 1 JACOB YAU P01560332 4089988400 2023 2025-03-06 01:10:19Z AUBREY MERRIMAN 2550 GREAT AMERICA WAY 201 SANTA CLARA CA 95054 119909386 0 X LIFEMOVES.ORG X 1987 CA TO HELP HOMELESS FAMILIES AND INDIVIDUALS RETURN TO STABLE HOUSING AND SELF-SUFFICIENCY. 13 13 555 12000 0 0 118711855 105333909 210478 203294 -1955168 3250834 78672 -142197 117045837 108645840 13598831 12238956 0 0 33074602 37490603 0 0 5912458 14127980 16249076 60801413 65978635 56244424 42667205 150642113 191148399 35241474 32005318 115400639 159143081 X LIFEMOVES PROVIDES INTERIM HOUSING AND SUPPORTIVE SERVICES FOR HOMELESS FAMILIES AND INDIVIDUALS TO RAPIDLY RETURN TO STABLE HOUSING AND ACHIEVE LONG-TERM SELF-SUFFICIENCY. 0 0 41481048 9711354 199594 INTERIM HOUSING & SUPPORTIVE SERVICES: IN OUR MOST RECENT FISCAL YEAR FY24 - JULY 1, 2023 THROUGH JUNE 30, 2024, LIFEMOVES PROVIDED OVER 543,633 NIGHTS OF SHELTER, AND RETURNED OVER 1,900 CLIENTS TO PERMANENT HOUSING. ON ANY GIVEN NIGHT, WE FEED, CLOTHE, AND HOUSE MORE THAN 1,578 INDIVIDUALS ACROSS 26 SHELTER AND SERVICE SITES, THROUGH THE WORK OF MORE THAN 425 EMPLOYEES AND THOUSANDS OF SUPPORTERS AND VOLUNTEERS. IN ADDITION TO PROVIDING THE BASIC NECESSITIES OF FOOD, CLOTHING, AND SHELTER, LIFEMOVES PROVIDES INTENSIVE CASE MANAGEMENT AND A BROAD RANGE OF SUPPORTIVE SERVICES INCLUDING EMPLOYMENT COUNSELING, HOUSING LOCATOR ASSISTANCE, FINANCIAL LITERACY EDUCATION, BENEFITS ENROLLMENT, HEALTH CARE REFERRALS, SUBSTANCE USE DISORDER COUNSELING, AND BEHAVIORAL HEALTH SUPPORT SERVICES. 5473054 1281327 0 SERVICES FOR CHRONICALLY HOMELESS INDIVIDUALS: CHRONICALLY HOMELESS CLIENTS ARE DEFINED BY THE FEDERAL DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT (HUD); THESE CLIENTS HAVE A DOCUMENTED DISABILITY AND HAVE BEEN HOMELESS FOR OVER 12 MONTHS CONSECUTIVELY, OR HOMELESS FOR 4+ EPISODES IN THE LAST 3 YEARS TOTALING MORE THAN 12 MONTHS. CHRONICALLY HOMELESS INDIVIDUALS ENTER PROGRAMS WITH DIFFERENT NEEDS, WANTS, AND BARRIERS. CLIENTS COMING IN THE "DOOR" TO A LIFEMOVES PROGRAM LAST YEAR FELL INTO 3 ROUGHLY EQUAL GROUPS: FIRST-TIME HOMELESS (35%); CHRONICALLY HOMELESS (35%); AND IN-BETWEEN (30%). SERVING THESE DISPARATE GROUPS WELL REQUIRES THAT WE BALANCE OUR RESOURCES THOUGHTFULLY AND HAVE MULTIPLE TOOLS IN OUR SERVICES TOOLKIT. THIS SPEAKS TO WHY IT IS SO ESSENTIAL THAT LIFEMOVES TAILORS SERVICES AND SUPPORTS FOR INDIVIDUAL CLIENTS. 2061778 482694 0 SERVICES FOR VETERANS: WITH THE LAUNCH OF ELEVEN-ELEVEN, LIFEMOVES NOW OPERATES A TOTAL OF 90 VETERAN-DEDICATED HOUSING UNITS ACROSS SAN MATEO AND SANTA CLARA COUNTIES. THE NEW PROGRAM, DEVELOPED IN PARTNERSHIP WITH THE U.S. DEPARTMENT OF VETERANS AFFAIRS, EXPANDS LIFEMOVES' CAPACITY TO SERVE VETERANS EXPERIENCING HOMELESSNESS BY ROUGHLY 20%, PROVIDING CRITICAL HOUSING AND ESSENTIAL SERVICES TAILORED TO THE NEEDS OF FORMER SERVICE MEMBERS. IN FISCAL YEAR 2024, LIFEMOVES ASSISTED APPROXIMATELY 280 VETERAN CLIENTS, A NUMBER THAT CONTINUES TO DECLINE AS VETERANS ENGAGE SUCCESSFULLY WITH SUPPORTIVE PROGRAMS. THIS FISCAL YEAR, WE HAVE CONSISTENTLY HAD MORE THAN THIRTY VETERANS ENROLLED AT ANY GIVEN TIME. AS A RESULT OF THIS VETERAN SPECIFIC PROGRAM, COLLABORATION BETWEEN THE VA AND LIFEMOVES HAS BEEN ELEVATED. ADDITIONALLY, SERVICE PROVISION HAS INCREASED, INCLUDING THE ABILITY TO SERVE VETERAN COUPLES AND VETERANS WITH A CAREGIVER WHERE IT OTHERWISE WAS TOO DIFFICULT WHILE AT THE SAN MATEO COUNTY NAVIGATION CENTER. 3261556 763581 81846 OUTREACH AND OTHER INTERIM HOUSING SERVICES - LIFEMOVES CONTINUES TO BE THE LARGEST PROVIDER OF HOMELESS INTERIM HOUSING SERVING ADULTS AND CHILDREN IN SILICON VALLEY. 3261556 763581 81846 52277436 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 341 0 1 555 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X CEREN OKAR 6506855880 2550 GREAT AMERICA WAY 201 SANTA CLARA CA 95054 MELISSA SELCHER CHAIR 5.00 0.00 X X 0 0 0 PATRICK HERON VICE CHAIR (THRU 6/7/24) 5.00 0.00 X X 0 0 0 LORI CASTILLO MARTINEZ 1ST VICE CHAIR 2.00 0.00 X X 0 0 0 LAUREN KOENIG 2ND VICE CHAIR 3.00 0.00 X X 0 0 0 GREG ECKERT TREASURER 3.00 0.00 X X 0 0 0 PAMELA WEISS SECRETARY 3.00 0.00 X X 0 0 0 TIFFANY HONG BOARD MEMBER (THRU 9/20/23) 1.50 0.00 X 0 0 0 SCOTT GOREE BOARD MEMBER (THRU 6/7/24) 1.00 0.00 X 0 0 0 MAY TOPPER BOARD MEMBER 1.50 0.00 X 0 0 0 AHMED KHATIB BOARD MEMBER 3.00 0.00 X 0 0 0 CHRISTINA CORPUS BOARD MEMBER 1.00 0.00 X 0 0 0 PASTOR PAUL BAINS BOARD MEMBER 1.00 0.00 X 0 0 0 GENE TODD BOARD MEMBER (THRU 9/20/23) 1.00 0.00 X 0 0 0 DANIELLE FONTAINE BOARD MEMBER 2.00 0.00 X 0 0 0 LAURA GREEN BOARD MEMBER 1.00 0.00 X 0 0 0 AJWANG RADING BOARD MEMBER 2.00 0.00 X 0 0 0 CARRIE O PLIETZ BOARD MEMBER 1.00 0.00 X 0 0 0 AUBREY MERRIMAN CEO 40.00 0.00 X 325880 0 26783 PAUL SIMPSON CFO 40.00 0.00 X 289680 0 26077 CAMILLE KENNEDY VICE PRESIDENT, PHILANTHROPY 40.00 0.00 X 193911 0 16655 TINA BURGELMAN VP OF PHILANTHROPY - HEAD OF TEAM 40.00 0.00 X 185957 0 26223 MICHELLE EPSTEIN VICE PRESIDENT OF PHILANTHROPY 40.00 0.00 X 198529 0 40007 SHANNON PETRELLO CHIEF PHILANTHROPY OFFICER 40.00 0.00 X 229404 0 6064 BRIAN GREENBERG VICE PRESIDENT OF PROGRAMS 40.00 0.00 X 195637 0 24372 MARIE JACKSON CMO (THRU 1/5/24) 40.00 0.00 X 214768 0 19405 JEFF GALIPEAUX VP HUMAN RESOURCES 40.00 0.00 X 200011 0 15549 KATHERINE FINNIGAN VP OF INST GIVING (THRU 3/15/24) 40.00 0.00 X 208167 0 51461 DENISE CHILOW VP, STRATEGIC INITIATIVES 40.00 0.00 X 186062 0 29180 SARAH FIELDS DIR OF CMTY ENG SANTA CLARA COUNTY 40.00 0.00 X 163123 0 14127 CEREN OKAR ASSISTANT CONTROLLER 40.00 0.00 X 141596 0 13319 LORI MANGUAL SR. DIRECTOR, OPERATIONS 40.00 0.00 X 146873 0 5395 ROSAMARIA LLANOS-POPOLIZIO PROJECT MANAGER HOMEKEY (THRU 1/1/24) 40.00 0.00 X 138589 0 9637 KATHERINE WOICICKI DIR, BEHAVIORAL HEALTH (THRU 1/12/24) 40.00 0.00 X 138050 0 21375 3156237 0 345629 40 0 1 0 ESA MANAGEMENT LLC 11525 N COMMUNITY HOUSE ROAD STE CHARLOTTE NC 28277 LODGING 3187967 MOTEL 6 1101 SHOREWAY RD BELMONT CA 94002 LODGING 1784675 COMFORT INN AND SUITES SOUTH SAN FRANCIS 121 E GRAND AVE SAN FRANCISCO CA 94080 LODGING 1228163 SEQUOIA INN 526 EL CAMINO REAL REDWOOD CITY CA 94063 LODGING 583144 VAGABOND INN 1640 BAYSHORE HWY BURLINGAME CA 94010 LODGING 576016 19 20000 1506350 42229254 61578305 3862150 105333909 PROGRAM SERVICE FEES 624200 203294 203294 203294 3404574 3404574 10889463 11043203 -153740 -153740 -153740 0 1506350 220343 -220343 -220343 MISCELLANEOUS INCOME 900099 78146 78146 78146 108645840 281440 0 3030491 12238956 12238956 2709780 220009 1333395 1156376 23807770 20099285 1720701 1987784 420768 363727 21105 35936 8212978 6483473 842937 886568 2339307 1803004 257410 278893 466284 466284 174218 174218 5079394 2903742 1264696 910956 134307 90772 36501 7034 865040 432345 362769 69926 4478368 3733973 421292 323103 311591 228431 75006 8154 571147 72759 498388 2168056 2093912 41648 32496 354801 321051 18949 14801 COMMUNICATIONS 880215 684418 43019 152778 EQUIPMENT LEASES 219155 215140 2255 1760 EQUIPMENT & FURNITURE 142079 139891 1229 959 404421 152548 206939 44934 65978635 52277436 7788741 5912458 2175068 371087 52347653 51198207 20451221 32217885 396330 341710 106617372 18669590 53356331 87947782 18325168 16710001 174492 24610 3415850 2337117 150642113 191148399 12929112 16102184 2631688 3770802 123446 178914 8062950 2512542 11494278 9440876 35241474 32005318 X 49731558 90353803 65669081 68789278 115400639 159143081 150642113 191148399 42667205 1095534 -20297 0 X 0 1 X 1 1 1 X 38132957 62790419 63001164 118711855 105333909 387970304 38132957 62790419 63001164 118711855 105333909 387970304 4639704 383330600 133350 167684 192795 694193 3404574 4592596 74431 74431 392637331 1948101 0.97630 0.97440 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING REVENUE - 2019 AMOUNT: $ 74,431. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 0. 2023 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 13331636 13331636 34796144 15359555 19436589 5910734 1772406 4138328 2603966 948779 1655187 49974892 588850 49386042 87947782 REFUNDABLE ADVANCES 7234093 LEASE OBLIGATIONS 2206783 9440876 X 109566784 1095534 53314 -53686 1095162 108471622 174218 174218 108645840 65824342 73611 73611 65750731 174218 53686 227904 65978635 PART IV, LINE 2B: CLIENTS AT LIFEMOVES' EMERGENCY AND TRANSITIONAL SHELTERS ARE NOT REQUIRED TO PAY RENT. LIFEMOVES REQUESTS THAT ITS CLIENTS DEPOSIT A PORTION OF THEIR EARNINGS INTO A HOUSING ACCOUNT. THE HOUSING ACCOUNT MAY BE USED TO OFFSET DAMAGES TO THE FACILITIES OR OTHER COSTS, BUT IS GENERALLY RETURNED TO THE CLIENT WHEN THEY EXIT THE LIFEMOVES' FACILITY. PART X, LINE 2: LIFEMOVES IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND FROM CALIFORNIA INCOME TAX UNDER SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE. THEREFORE, NO PROVISION IS MADE FOR CURRENT OR DEFERRED INCOME TAXES. LIFEMOVES HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE IRC. MANAGEMENT EVALUATED LIFEMOVES' TAX POSITIONS AND CONCLUDED THAT LIFEMOVES HAD MAINTAINED ITS TAX-EXEMPT STATUS AND HAD NOT TAKEN UNCERTAIN TAX POSITIONS THAT REQUIRED ADJUSTMENT TO THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF ASSET RECLASSIFIED TO EXPENSE -53,686. PART XII, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF ASSET RECLASSIFIED TO EXPENSES 53,686. LUNCHEON EVENT SPRING 2024 894576 894576 28000 99752 RIDE TO END HOMELESSNESS 2024 381195 381195 65502 1 230579 230579 27089 1506350 1506350 28000 192343 220343 -220343 1 FOOD, SHELTER, CLOTHING 55055 10387807 1253222 FMV FOOD, CLOTHING TRANSPORTATION & AUTO RELATED 3853 188871 3000 FMV VEHICLES CHILDREN SUPPLIES, TOYS, PROGRAMS 399 3215 GROCERY STORE GIFT CARDS, SUPPLIES, FURNITURE, COUNSELING, UTILITIES 4223 263943 138898 FMV GIFT CARDS, FURNITURE, MEDICAL SUPPLIES, TOILETRIES PART I, LINE 2: CLIENTS MUST MEET CERTAIN ELIGIBILITY REQUIREMENTS TO PARTICIPATE IN OUR PROGRAMS. THESE REQUIREMENTS MAY DIFFER FROM PROGRAM TO PROGRAM. HOWEVER, ALL ELIGIBILITY IS DOCUMENTED ON HOMELESS MANAGEMENT INFORMATION SYSTEM AND/OR CASE NOTES KEPT FOR ALL CLIENTS. X X X 0 0 0 0 0 0 0 0 0 AUBREY MERRIMAN CEO 325880 0 0 0 0 0 9907 0 16876 0 352663 0 0 0 PAUL SIMPSON CFO 267680 0 22000 0 0 0 8698 0 17379 0 315757 0 0 0 KATHERINE FINNIGAN VP OF INST GIVING (THRU 3/15/24) 208167 0 0 0 0 0 4978 0 46483 0 259628 0 0 0 MICHELLE EPSTEIN VICE PRESIDENT OF PHILANTHROPY 198529 0 0 0 0 0 4637 0 35370 0 238536 0 0 0 SHANNON PETRELLO CHIEF PHILANTHROPY OFFICER 229404 0 0 0 0 0 4669 0 1395 0 235468 0 0 0 MARIE JACKSON CMO (THRU 1/5/24) 214768 0 0 0 0 0 2157 0 17248 0 234173 0 0 0 BRIAN GREENBERG VICE PRESIDENT OF PROGRAMS 195637 0 0 0 0 0 3412 0 20960 0 220009 0 0 0 JEFF GALIPEAUX VP HUMAN RESOURCES 188011 0 12000 0 0 0 4723 0 10826 0 215560 0 0 0 DENISE CHILOW VP, STRATEGIC INITIATIVES 186062 0 0 0 0 0 5825 0 23355 0 215242 0 0 0 TINA BURGELMAN VP OF PHILANTHROPY - HEAD OF TEAM 185957 0 0 0 0 0 746 0 25477 0 212180 0 0 0 CAMILLE KENNEDY VICE PRESIDENT, PHILANTHROPY 193911 0 0 0 0 0 5825 0 10830 0 210566 0 0 0 SARAH FIELDS DIR OF CMTY ENG SANTA CLARA COUNTY 163123 0 0 0 0 0 4927 0 9200 0 177250 0 0 0 KATHERINE WOICICKI DIR, BEHAVIORAL HEALTH (THRU 1/12/24 138050 0 0 0 0 0 4181 0 17194 0 159425 0 0 0 CEREN OKAR ASSISTANT CONTROLLER 141596 0 0 0 0 0 4274 0 9045 0 154915 0 0 0 LORI MANGUAL SR. DIRECTOR, OPERATIONS 146873 0 0 0 0 0 4410 0 985 0 152268 0 0 0 X 78881 FMV X 1 32900 FMV X 26 2021762 FMV X 548 1260686 FMV X EQUIPMENT 1 407904 FMV X TOYS 57 43775 FMV X MISCELLANEOUS 93 15392 FMV X GIFT CARDS AND CERTIFICATES 3 850 FMV 1 0 1 0 PART I, COLUMN (B): THE COLUMN REPRESENTS THE NUMBER OF DONATIONS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY THE ACCOUNTING FIRM. THE CONTROLLER AND THE ACCOUNTANT WORKED WITH MEMBERS OF THE MANAGEMENT TEAM IN THE PREPARATION. THE FORM 990 WAS REVIEWED BY THE CONTROLLER, CFO, AND CEO, AND WAS PROVIDED TO THE COMPLETE BOARD OF DIRECTORS PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD PERIODICALLY REVIEWS THE COMPANY POLICY TO ENSURE THAT THERE ARE NO BOARD CONFLICTS OF INTEREST. THE CEO AND CFO OVERSEE AND COMMUNICATE THE POLICY TO ALL STAFF AND MANAGEMENT TO ENSURE AWARENESS AND COMPLIANCE WITH NO CONFLICTS OF INTEREST. ANY ACTUAL, POTENTIAL OR PERCEIVED CONFLICT OF INTEREST MUST BE DISCLOSED BY THE EMPLOYEE TO THE HUMAN RESOURCES DEPARTMENT. FAILURE TO ADHERE TO THIS POLICY, INCLUDING FAILURE TO DISCLOSE ANY CONFLICTS, WILL RESULT IN DISCIPLINARY ACTION, UP TO AND INCLUDING IMMEDIATE DISCHARGE. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS INCLUDES REVIEWING COMPARATIVE DATA. BENCHMARK DATA IS REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD PRIOR TO ANY COMPENSATION DECISIONS MADE. REVIEWING THE SALARY SCALE IS A PART OF THE ANNUAL BUDGET PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. ANNUAL AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE OR UPON WRITTEN REQUEST FOR THE SAME PERIOD OF TIME SET FORTH IN SEC. 6104(D). VENDOME LLC 2550 GREAT AMERICA WAY SUITE 201 SANTA CLARA CA 95054 475194291 PERMANENT SUPPORTIVE HOUSING FOR INDIVIDUALS CA 364185 56434 LIFEMOVES FAMILY CROSSROADS LLC 2550 GREAT AMERICA WAY SUITE 201 SANTA CLARA CA 95054 475204080 TRANSITIONAL HOUSING AND SUPPORTIVE SERVICES FOR HOMELESS FAMILIES CA 624525 2628587 LIFEMOVES HOMESAFE SAN JOSE LP 1400 PARKMOOR AVENUE SUITE 190 SAN JOSE CA 95126 770579995 TO CONSTRUCT AND OPERATE A LOW-INCOME APARTMENT CA LIFEMOVES RELATED -83078 380352 0 1 0.00050 HOMESAFE SANTA CLARA LP 1400 PARKMOOR AVENUE SUITE 190 SAN JOSE CA 95126 770560333 TO CONSTRUCT AND OPERATE A LOW-INCOME APARTMENT CA LIFEMOVES RELATED -72181 -240046 0 1 0.00050 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0