2025-02-10T17:04:59-06:00 2024-06-30 930623286 ALDRICH CPAS AND ADVISORS LLP 680 HAWTHORNE AVE SE 140 SALEM OR 97301 990 2023-07-01 237279074 UNION OF PAN ASIAN COMMUNITIES UNIO 6192326454 1031 25TH STREET SAN DIEGO CA 92102 MARGARET IWANAGA PENROSE PRESIDENT/CEO 6192326454 2025-02-06 1 1 RYAN M JOHNSON CPA P01048788 5035857774 2025-02-06 2023 2025-03-06 01:10:19Z MARGARET IWANAGA PENROSE 1031 25TH STREET SAN DIEGO CA 92102 18748656 0 X WWW.UPACSD.COM X 1975 CA STRENGTHEN AND EMPOWER THE DIVERSE, UNDERSERVED AND VULNERABLE COMMUNITIES OF SAN DIEGO. 5 5 322 40 0 0 398795 942046 17547693 17585733 12604 51187 12805 63911 17971897 18642877 48280 65100 0 0 12304501 12991307 0 0 76641 5766973 5891453 18119754 18947860 -147857 -304983 7757946 8219323 3659313 4379003 4098633 3840320 X TO IMPROVE THE GENERAL WELL-BEING AND EDUCATION OF THE ASIAN, PACIFIC ISLANDER AND OTHER ETHNIC COMMUNITIES OF SAN DIEGO COUNTY. UPAC RECOGNIZES THE DIVERSE ETHNIC AND CULTURAL IDENTITIES AND STRENGTHS OF THESE COMMUNITIES AND THEIR NEED FOR SELF-SUFFICIENCY. 0 0 8652275 65100 8216508 ADULT AND OLDER ADULT MENTAL HEALTH SERVICES PROVIDE MENTAL HEALTH SERVICES FOR ADULTS, OLDER ADULTS AND TRANSITION-AGED YOUTH (AGES 18-24) INCLUDING PREVENTION AND EARLY INTERVENTION, OUTREACH AND EDUCATION, CRISIS INTERVENTION, PSYCHIATRIC EVALUATION, INDIVIDUAL AND GROUP PSYCHOTHERAPY, CASE MANAGEMENT, MEDICATION MANAGEMENT AND SUPPORT EMPLOYMENT SERVICES. DURING THE FISCAL YEAR ENDED ON JUNE 30, 2024, WE SERVED APPROXIMATELY 2,999 CLIENTS WITH 13,550 VISITS, 1,728 SCREENINGS AND 2,828 OUTREACH 3643110 3587342 CHILD & ADOLESCENT MENTAL HEALTH SERVICES CHILDREN'S MENTAL HEALTH (CMH) IS AN OUTPATIENT, CLINIC-BASED AND SCHOOL-BASED PROGRAM WHICH PROVIDES MENTAL HEALTH, CASE MANAGEMENT AND PSYCHIATRIC SERVICES TO MEDI-CAL BENEFICIARIES AND UNINSURED INDIVIDUALS BETWEEN THE AGES 5 TO 20 IN THE CENTRAL AND SOUTHEAST REGIONS AND NORTH COUNTY OF SAN DIEGO COUNTY. THE PROGRAM COLLABORATES WITH AND PROVIDES SERVICES AT 15 SCHOOLS IN THE CENTRAL AND FOUR SCHOOLS IN NORTH COUNTY REGIONS OF SAN DIEGO COUNTY. SERVICES ALSO INCLUDE AN INTENSIVE CASE MANAGEMENT FULL-SERVICE PARTNERSHIP (FSP) PROGRAM. THE CMH PROGRAM HAS THE ALCOHOL AND DRUG FSP PROGRAM TO INTEGRATE ALCOHOL AND DRUG COUNSELORS TO MENTAL HEALTH SERVICES TO IDENTIFY AND SCREEN CLIENTS WHO EXHIBIT SUBSTANCE USE PROBLEMS. DURING THE FISCAL YEAR ENDED ON JUNE 30, 2024, WE SERVED 257 CLIENTS WITH 6,586 VISITS, 313 SCREENINGS.MULTICULTURAL COMMUNITY COUNSELING (MCC) PROVIDES INTENSIVE OUTPATIENT BEHAVIORAL HEALTH SERVICES, CASE MANAGEMENT, PSYCHOTHERAPY, CRISIS INTERVENTION, AND MEDICATION MANAGEMENT FOR SERIOUSLY EMOTIONALLY DISTURBED CHILDREN AGES 5 TO 20 AND FAMILIES UTILIZING A COMPREHENSIVE APPROACH THAT IS COMMUNITY BASED, CLIENT AND FAMILY DRIVEN, TRAUMA INFORMED, AND CULTURALLY COMPETENT. THE FOCUS OF THIS PROGRAM IS TO PROVIDE SERVICES TO UNDERSERVED ASIAN AND PACIFIC ISLANDER (API) AND LATINO SERIOUSLY EMOTIONALLY DISTURBED CLIENTS WITH EMPHASIS ON API COMMUNITIES. MCC IS CONTRACTED TO 4 SCHOOLS IN THE CENTRAL AND NORTH CENTRAL REGION OF SAN DIEGO COUNTY AND PROVIDES COMMUNITY-BASED SERVICES TO ALL 6 HHSA REGIONS OF SAN DIEGO COUNTY. DURING THE FISCAL YEAR ENDED ON JUNE 30, 2024, WE SERVED 154 CLIENTS WITH 3,234 VISITS 202 SCREENINGS AND 467 COMMUNITY OUTREACH CONTACTS. COMMUNITY COUNTY-WIDE VIOLENCE RESPONSE TEAM (CCVRT) PROVIDES NEEDED SUPPORT AND SERVICES TO VICTIMS OF AND WITNESSES TO COMMUNITY VIOLENCE IN ORDER TO MITIGATE THE NEGATIVE EFFECTS OF VIOLENCE IN A MANNER THAT IS CULTURALLY APPROPRIATE. SUPPORTIVE SERVICES INCLUDE, BUT NOT LIMITED TO, THERAPEUTIC SUPPORT, SHORT-TERM SYSTEM NAVIGATION ASSISTANCE, CASE MANAGEMENT, CRISIS INTERVENTION, GRIEF COUNSELING, AS WELL AS LINKAGES AND REFERRALS TO COMMUNITY PARTNERS AND OTHER NEEDED SERVICES. CVRT WILL ALSO PROVIDE SUPPORTS AND INTERVENTIONS THAT ARE DESIGNED TO BUILD AND/OR INCREASE COMMUNITY RESILIENCY AND COMBAT THE NEGATIVE EFFECTS OF VIOLENCE. CVRT WILL ALSO AIM TO ENHANCE THE SKILLS OF PROVIDERS, SCHOOLS, COMMUNITY-BASED AND FAITH-BASED ORGANIZATIONS TO ENSURE COORDINATED AND NEIGHBORHOOD RESPONSE TO GANG/COMMUNITY VIOLENCE. DURING THE FISCAL YEAR ENDED ON JUNE 30, 2024, WE SERVED 438 UNDUPLICATED CLIENTS AND 102 PRE-EXISTING DIRECT SERVICES CLIENTS, 3346 REPONSES HOURS, AND 1209 CLIENT OUTREACH HOURS, 16 NUMBER OF COMMUNITY EVENTS, 1899 CLIENT BRIEFING HOURS. 3391299 4595051 ALCOHOL & DRUG TREATMENT SERVICES (AOD) PROVIDES ALCOHOL AND OTHER DRUG TREATMENT, RECOVERY AND EDUCATION TO ADULTS AND ADOLESCENTS. AOD SERVICES INCLUDE GROUP COUNSELING, CRISIS INTERVENTION, INDIVIDUAL AND FAMILY COUNSELING, RELAPSE PREVENTION, STRESS MANAGEMENT, CASE MANAGEMENT, TRANSLATION AND INTERPRETATION, CONTINGENCY MANAGEMENT AND EMPLOYMENT ASSISTANCE. THE PROGRAM'S GOAL IS TO ASSIST CLIENTS IN BECOMING ALCOHOL AND DRUG-FREE. DURING THE FISCAL YEAR ENDED ON JUNE 30, 2024, WE SERVED 244 CLIENTS WITH 43,383 VISITS.UPAC PROBLEM GAMBLING SERVICES OFFERS INTENSIVE OUTPATIENT (PG-IOP) AND OUTPATIENT GROUPS (PG-OP GROUPS) TREATMENT TO ANY ADULT RESIDENT OF CALIFORNIA WHO HAS A GAMBLING ADDICTION. FUNDED BY THE CALIFORNIA OFFICE OF PROBLEM GAMBLING, THROUGH THE UCLA GAMBLING STUDIES PROGRAM, NO-COST COUNSELING IS PROVIDED TO THE GAMBLER IN THE FORM OF EDUCATIONAL AND PROCESS GROUPS, ONE-ON-ONE COUNSELING WITH A LICENSED CALGETS CLINICIAN, FINANCIAL COUNSELING THROUGH GAMFIN, PEER SUPPORT, AND CASE MANAGEMENT SERVICES AS NEEDED. DURING THE FISCAL YEAR ENDED ON JUNE 30, 2024, THE PROGRAM SERVED 67 CLIENTS 1205282 1186832 HOUSING COUNSELING SERVICES THE HOMEOWNERSHIP COUNSELING PROGRAM PROVIDES INDIVIDUAL COUNSELING AND GROUP EDUCATION SESSIONS TO RAISE AWARENESS ABOUT FINANCIAL LITERACY, FAIR HOUSING, AND THE BENEFITS OF HOME OWNERSHIP, AS WELL AS ASSISTS POTENTIAL BUYERS TO BECOME WELL INFORMED ABOUT THE HOME PURCHASING PROCESS. DURING THE FISCAL YEAR ENDED ON JUNE 30, 2024, THE HOMEOWNERSHIP COUNSELING PROGRAM ASSISTED 45 CLIENTS IN ONE-ON-ONE COUNSELING FOR PRE-PURCHASES AND RENTALS. THERE WERE 132 ATTENDEES AT THE EDUCATION PRE-PURCHASES WORKSHOPS AND FAIR HOUSING. COMMUNITY DEVELOPMENT & OTHER PROVIDE PRIVATE AND PUBLIC-SECTOR CLIENTS WITH CULTURALLY AND LINGUISTICALLY APPROPRIATE POSTERS, BROCHURES, PAMPHLETS, CURRICULUM AND OTHER EDUCATIONAL PROMOTIONAL PRODUCTS. PROMOTE THE UNDERSTANDING OF CULTURAL DIFFERENCES AND ENHANCE CULTURAL KNOWLEDGE AND ADAPTING SERVICES TO MEET CULTURALLY UNIQUE NEEDS. PROVIDE COLLEGE SCHOLARSHIPS TO STUDENTS. 1205282 1186832 16891966 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 50 0 322 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X ANNETTE PHAN DELCAMP CFO & MARGARET IWANAGA PENROSE PRESIDENT & CE 6192326454 1031 25TH STREET SAN DIEGO CA 92102 DAISY S HOM CPA BOARD CHAIR 1.00 X X 0 0 0 DUNG V HUYNH MD TREASURER 1.00 X X 0 0 0 BOBBIE OUDINARATH DIRECTOR 1.00 X 0 0 0 PEIFEN SOPHIA DIRECTOR 1.00 X 0 0 0 FELIX C SABLAN DIRECTOR 1.00 X 0 0 0 MARGARET IWANAGA PENROSE PRESIDENT & CEO 40.00 X 163707 0 3511 ANNETTE PHAN DELCAMP CHIEF FINANCIAL OFFICER 40.00 X 137894 0 10241 RONA HAUSSER NURSE PRACTIONER 40.00 X 226958 0 11792 JOSH ZHANG MENTAL HEALTH DIRECTOR 1.00 X 113684 0 9883 COURTNEY BOATMAN SUBSTANCE ABUSE DISODER DIRECTOR 1.00 X 117701 0 9883 DANTE DAUZ COMMUNITY ENGAGEMENT & BUSINESS DEVELOPMENT DIRECT 1.00 X 108583 0 9747 868527 0 55057 4 0 1 0 ZIAD THOMAS GULLY 1031 25TH STREET SAN DIEGO CA 92102 CONTRACTS/EMPLOYMENT 156400 ELAINE ROGERS LAWYER APC 5190 GOVERNOR DRIVE STE 108 SAN DIEGO CA 92122 CONTRACTS/EMPLOYMENT 134758 TRACY WEBSTER 1031 25TH STREET SAN DIEGO CA 92102 RENT 131463 GATEWAY SMP LLC 5710 LA JOLLA MESA DR LA JOLLA CA 92037 RENT 104505 6 89870 852176 942046 FEES & CONTRACTS 900099 17006317 17006317 NEIGHBORHOOD ENTERPRISE CENTER 900099 549899 549899 OTHER INCOME 900099 23943 23943 CLIENT FEES 561000 5574 5574 17585733 51187 51187 167798 89870 105779 62019 62019 INSURANCE SETTLEMENT 900099 1892 1892 1892 18642877 17585733 0 115098 57000 57000 8100 8100 318605 318605 10499979 10107109 364203 28667 1369189 1101291 267488 410 803534 757961 43380 2193 107547 107547 52306 52306 933430 499435 406638 27357 18600 15423 2650 527 578883 546782 27361 4740 546127 468843 74411 2873 1741657 1663906 76274 1477 92777 84310 6636 1831 5973 5973 345851 315502 29211 1138 212716 184496 27340 880 CLIENT ASSISTANCE 734810 713790 20413 607 OTHER EXPENSES 345228 200824 140597 3807 EQUIPMENT AND REPAIRS 110267 102357 7910 0 TRAINING/STAFF 65281 64837 310 134 18947860 16891966 1979253 76641 1279050 546811 300258 354412 2979025 3158735 17461 73408 24961 37609 4683174 3297969 1281854 1385205 34266 35563 1841071 2627580 7757946 8219323 1470287 1246874 322406 411036 1866620 2721093 3659313 4379003 X 3575981 2832609 522652 1007711 4098633 3840320 7757946 8219323 -304983 46670 0 X 0 1 X 1 1 1 X 561802 635700 639830 398795 942046 3178173 561802 635700 639830 398795 942046 3178173 1223579 1954594 3463 588 1317 12604 51187 69159 12407 6407 62019 80833 59314 7678 6398 1892 75282 3403447 77608945 0.57430 0.70590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 34266 1547 250 35563 33475 1041 250 34266 36140 -1207 1458 33475 29242 8355 1457 36140 30269 -822 205 29242 0.70300 0.29700 1 0 10000 10000 205368 205368 0 3687319 2591584 1095735 780487 501017 279470 1385205 SECURITY DEPOSIT FOR LEASES 80349 OPERATING LEASE RIGHT-OF-USE ASSETS 2266389 FINANCE RIGHT-OF-USE ASSET 280842 2627580 OPERATING LEASE LIABILITY 2437329 FINANCE LEASE LIABILITY 283764 2721093 X 18886779 46670 197232 243902 18642877 0 18642877 19145092 197232 197232 18947860 0 18947860 PART V, LINE 4: UPAC HAS A BENEFICIAL INTEREST IN ENDOWMENT FUNDS THAT ARE HELD AT SAN DIEGO FOUNDATION THAT ARE TO BE USED FOR SCHOLARSHIPS. PART X, LINE 2: UPAC FOLLOWS US GAAP RELATED TO THE RECOGNITION OF UNCERTAIN TAX POSITIONS. UPAC RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS AS PART OF THE STATEMENTS OF ACTIVITIES WHEN APPLICABLE. MANAGEMENT HAS DETERMINED THAT UPAC HAS NO UNCERTAIN TAX POSITIONS AT JUNE 30, 2024 AND 2023 AND THEREFORE, NO AMOUNTS HAVE BEEN ACCRUED. UPAC 50TH ANNIVERSARY 257668 89870 167798 15818 54875 9934 25152 257668 89870 167798 15818 54875 9934 25152 105779 62019 1 SAN DIEGO REGIONAL CHAMBER OF COMMERCE 402 WEST BROADWAY STE 1000 SAN DIEGO CA 92101 951184680 501(C)(6) 0 20000 SPONSORSHIP/DONATION KYOTO SYMPOSIUM PO BOX 3303 LA JOLLA CA 92038 203117897 501C3 0 5000 SPONSORSHIP/DONATION LINCOLN CLUB BUSINESS LEAGUE 970 SEACOAST DRIVE STE 7 IMPERIAL BEACH CA 91932 870888712 501C(6) 0 22000 SPONSORSHIP/DONATION LAO AMERICANS ORGANIZATION OF SAN DIEGO 7220 TRADE STREET SAN DIEGO CA 92121 921366778 501(C)(3) 0 5000 SPONSORSHIP/DONATION SAN DIEGO JAPANESE CITIZENS LEAGUE 2317 MICA ROAD CALSBAD CA 92009 956117694 501(C)(3) 0 5000 SPONSORSHIP/DONATION 3 2 SCHOLARSHIP 1 8100 0 X X X 0 0 0 0 0 0 0 0 0 RONA HAUSSER NURSE PRACTIONER 226958 0 0 0 0 0 4065 0 7727 0 238750 0 0 0 MARGARET IWANAGA PENROSE PRESIDENT & CEO 163707 0 0 0 0 0 3020 0 491 0 167218 0 0 0 PART I, LINE 3 THE HUMAN RESOURCES ADMINISTRATOR REFERS TO THE "CENTER FOR NONPROFIT MANAGEMENT" ANNUAL PUBLICATION, COMPENSATION AND BENEFITS SURVEY, FOR COMPENSATION INFORMATION. THE PUBLICATION SURVEYS OVER 300 NON-PROFIT AGENCIES IN SOUTHERN AND CENTRAL CALIFORNIA. SALARIES FOR OVER 100 POSITIONS, INCLUDING CEO/EXECUTIVE/TOP MANAGEMENT ARE PUBLISHED. THIS SURVEY, ALONG WITH AVAILABLE BUDGET AND EMPLOYEE PERFORMANCE, ARE USED TO DETERMINE COMPENSATION FOR THE CEO AND OTHER KEY EMPLOYEES, IF ANY. FORM 990, PART VI, SECTION B, LINE 11B AN ELECTRONIC COPY OF THE DRAFT FORM 990 WAS CIRCULATED TO THE AUDIT COMMITTEE CHAIR, THE AUDIT COMMITTEE CHAIR FORWARDED ANY COMMENTS OR CONCERNS TO THE CHIEF EXECUTIVE OFFICER. THE CHIEF EXECUTIVE OFFICER THE FORWARDED THE DRAFT FORM 990 TO ALL MEMBERS OF UPACS BOARD OF DIRECTORS TO REVIEW AND FORWARD THEIR COMMENTS TO THE CHIEF EXECUTIVE OFFICER. A REVISED DRAFT FORM 990 WAS THEN PREPARED, AND AN ELECTRONIC COPY WAS CIRCULATED TO ALL MEMBERS OF UPACS BOARD OF DIRECTORS FOR ADDITIONAL REVIEW AND COMMENT. THE CHIEF EXECUTIVE OFFICER FORWARDED THE DIRECTORS COMMENTS TO THE PREPARER FOR FINAL REVISION OF THE FORM 990 BEFORE FILING. THESE REVIEWS WERE CONDUCTED ON THE BASE 990 FORM AND ALL SCHEDULES AND OTHER ATTACHMENTS. FORM 990, PART VI, SECTION B, LINE 12C UPAC REQUIRES ALL OFFICERS AND DIRECTORS UPON APPOINTMENT, AND PERIODICALLY AS CONSIDERED NECESSARY BY THE BOARD, TO AFFIRM IN WRITING THEIR UNDERSTANDING AND CONFORMANCE WITH UPACS WRITTEN CONFLICT OF INTEREST POLICY. THIS POLICY REQUIRES THAT OFFICERS AND DIRECTORS REPORT ANY POTENTIAL CONFLICTS OF INTEREST TO THE BOARD CHAIR WHO IN TURN REPORTS THE MATTER TO THE BOARD. IF THE CONFLICT INVOLVES THE BOARD CHAIR, HE OR SHE REPORTS IT TO THE PRESIDENT AND CEO, WHO IN TURN REPORTS IT TO THE BOARD. THE BOARD WILL DETERMINE WHETHER AN ACTUAL OR PERCEIVED CONFLICT EXISTS AND IDENTIFY STEPS TO MITIGATE OR ELIMINATE THE CONFLICT. THE PARTY WHO DISCLOSES A POTENTIAL CONFLICT OF INTEREST CANNOT PARTICIPATE IN THE BOARD DELIBERATIONS OR DISCUSSION REGARDING ANY MATTERS RELATED TO THE REPORTED CONFLICT OF INTEREST AND IS RECUSED FROM VOTING ON SUCH MATTERS. FORM 990, PART VI, SECTION B, LINE 15 THE HUMAN RESOURCES ADMINISTRATOR REFERS TO THE "CENTER FOR NONPROFIT MANAGEMENT" ANNUAL PUBLICATION, COMPENSATION AND BENEFITS SURVEY, FOR COMPENSATION INFORMATION. THE PUBLICATION SURVEYS OVER 300 NON-PROFIT AGENCIES IN SOUTHERN AND CENTRAL CALIFORNIA. SALARIES FOR OVER 100 POSITIONS, INCLUDING CEO/EXECUTIVE/TOP MANAGEMENT ARE PUBLISHED. THIS SURVEY, ALONG WITH AVAILABLE BUDGET AND EMPLOYEE PERFORMANCE, ARE USED TO DETERMINE COMPENSATION FOR THE CEO AND OTHER KEY EMPLOYEES, IF ANY. FORM 990, PART VI, SECTION C, LINE 19 UPAC'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST TO THE CHIEF EXECUTIVE OFFICER AND CAN BE SENT VIA E-MAIL OR US MAIL, AT NO CHARGE. COPIES ARE AVAILABLE FOR IN-PERSON INSPECTION AT UPAC'S MAIN OFFICE.