2025-05-12T19:34:26-05:00 2024-06-30 946214841 ARMANINO ADVISORY LLC 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2023-07-01 942684272 HOMEFIRST SERVICES OF SANTA CLARA COUNTY HOME 4085392118 507 VALLEY WAY MILPITAS CA 95035 ART STEIN CFO 4085392118 2025-05-12 1 1 MATTHEW PETROSKI P00853132 9257902600 2025-05-01 2023 2025-03-06 01:10:19Z ART STEIN 507 VALLEY WAY MILPITAS CA 95035 58331600 0 X WWW.HOMEFIRSTSCC.ORG X 1980 CA HOMEFIRST CONFRONTS HOMELESSNESS BY CULTIVATING PEOPLE'S POTENTIAL TO GET HOUSED AND STAY HOUSED. 14 14 625 2633 0 0 48657252 56006098 2187581 2080057 5669 107837 368164 64112 51218666 58258104 5543207 4353036 0 0 30005289 37265033 0 0 1122749 14670067 16878688 50218563 58496757 1000103 -238653 33424113 32101703 16480544 15390783 16943569 16710920 X HOMEFIRST CONFRONTS HOMELESSNESS BY CULTIVATING PEOPLE'S POTENTIAL TO GET HOUSED AND STAY HOUSED. 0 0 50225993 4353036 2080057 SUPPORTIVE SERVICES FOR VETERAN FAMILIES (SSVF) - THIS PROGRAM IS DESIGNED TO ASSIST LOW-INCOME VETERAN FAMILIES WHO ARE HOMELESS OR AT RISK OF HOMELESSNESS. THE PROGRAM PROVIDES RAPID REHUSING AND HOMELESSNESS PREVENTION SERVICES, HELPING VETERAN FAMILIES STABILIZE THEIR HOUSING SITUATION. SERVICES PROVIDED INCLUDE FINANCIAL ASSISTANCE FOR RENT, UTILITIES AND SECURITY DEPOSITS, MEDIATION WITH LANDLORDS TO PREVENT EVICTION, RAPID REHOUSING ASSISTANCE IN SECURING PERMANENT HOUSING, CASE MANAGEMENT TO HELP ACCCESS MAINSTREAM BENEFITS SUCH AS FOOD ASSISTANCE AND EMPLOYMENT PROGRAMS, EMPLOYMENT SUPPORT SUCH AS EMPLOYMENT SEARCH ASSISTANCE AND RESUME BUILDING, AND HEALTH SERVICES SUCH AS SUBSTANCE USE TREATMENT REFERRALS.SANTA CLARA COUNTY EXPANDED BEDS-BOCARDO RESOURCE CENTER - THIS IS PART OF A COUNTY'S INITIATIVE IS AIMED AT INCREASING TEMPORARY HOUSING CAPACITY TO SUPPORT INDIVIDUALS EXPERIENCING HOMELESSNESS. THE BRC IS THE LARGEST HOMELESS SHELTER IN SANTA CLARA COUNTY. IT OPREATES 24/7, PROVIDING A RANGE OF SERVICES TO INDIVIDUALS EXPERIENCING HOMELESSNESS INCLUDING EMERGENCY SHELTER (UP TO 250 ADULTS NIGHTLY), MEALS (3 DAILY MEALS ARE PROVIDED TO RESIDENTS), SUPPORTIVE SERVICES (INCLUDING JOB SEARCH AND PLACEMENT ASSISTANCE, MENTAL HEALTH SERVICES, LEGAL AID, ETC.), MEDICAL SERVICES (THERE IS AN ON-SIDE MEDICAL CLINIC) AND PET ACCOMMODATIONS (ALLOWING RESIDENTS TO KEEP THEIR PETS WITH THEM).CITY OF SAN JOSE TARGETED OUTREACH AND ENGAGEMENT PROGRAM - THIS PROGRAM IS DESIGNED TO IDENTIFY AND ENGAGE ELIGIBLE PARTICIPANTS FOR VARIOUS HOUSING ASSISTANCE INITIATIVES. IT PROVIDES INTENSIVE CASE MANAGEMENT TO INDIVIDUALS RESIDING IN FOUR DESIGNATED ENCAMPMENTS ACROSS THE CITY. THE PROGRAMS'S PRIMARY OBJECTIVES ARE TO ASSIST PARTICIPANTS IN SECURING HOUSING OPPORTUNITIES AND TO FACILITATE THE RESTORATION OF THESE SPACES TO THEIR INTENDED USE. SERVICES OFFERED BY TOEP INCLUDE BASIC NECESSITIES (DISTRIBUTION OF SNACKS AND HYGIENE KITS), TRANSPORTATION ASSISTANCE TO ESSENTIAL SERVICES AND APPOINTMENTS, BENEFIT ENROLLMENT, VEHICLE REGISTRATION SUPPORT, MEDICAL CARE ACCESS BY FACILITATING CONNECTIONS TO NECESSARY MEDICAL SERVICES, AND HOUSING REFERRALS BY CONNECTING INDIVIDUALS WITH HOUSING OPPORTUNITIES IN SANTA CLARA COUNTY. 50225993 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 241 0 1 625 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X X THE ORGANIZATION 4085392118 507 VALLEY WAY MILPITAS CA 95035 SRI VENKAT PRESIDENT/BOARD CHAIR 2.00 X X 0 0 0 SUZY PAPAZIAN BOARD VICE CHAIR/AUDIT COMM. 2.00 X X 0 0 0 SURESH BHAT TREASURER/FINANCE COMMITTEE 2.00 X X 0 0 0 MARY CURTIS SECRETARY/GOV COMM. CHAIR 2.00 X X 0 0 0 AMY BADANI FUND DEVELOPMENT COMMITTEE 2.00 X 0 0 0 LOGAN CARRINGTON FINANCE COMMITTEE (THRU 10/23) 2.00 X 0 0 0 RICHARD FISH FUND DEVELOPMENT COMMITTEE 2.00 X 0 0 0 JONATHAN JOANNIDES FUND DEV COMM./AUDIT COMM. 2.00 X 0 0 0 MICHAEL MILLER FUND DEVELOPMENT COMM/GOV COMM. 2.00 X 0 0 0 DAVE MONTEZ AUDIT COMMITTEE 2.00 X 0 0 0 APAMA MOTIWALA FUND DEVELOPMENT COMM/GOV COMM. 2.00 X 0 0 0 OLIVER ROLL BOARD MEMBER 2.00 X 0 0 0 MICHELE RYAN GOV. COMM./FINANCE COMM. 2.00 X 0 0 0 SKETCH SALAZAR BOARD MEMBER 2.00 X 0 0 0 ANDREW SHROUD GOV. COMMITTEE (THRU 02/24) 2.00 X 0 0 0 TROY TAZBAZ GOVERNANCE COMMITTEE 2.00 X 0 0 0 ANDREA URTON CHIEF EXECUTIVE OFFICER 40.00 X 293662 0 27679 ARTHUR STEIN CHIEF FINANCIAL OFFICER 40.00 X 255161 0 12878 RENE RAMIREZ CHIEF OPERATIONS OFFICER 40.00 X 264636 0 13364 KELLY VAZQUEZ CHIEF PROGRAM OFFICER 40.00 X 212784 0 7467 B MICHAEL MCFARLAND CHIEF DEVELOPMENT OFFICER 40.00 X 208963 0 22440 LORI SMITH CHIEF MARK. & COMMUNICATIONS OFFICER 40.00 X 205321 0 3355 BEATRIZ E RAMOS VP, EMERGENCY HOUSING 40.00 X 161661 0 14819 KRISTIN SMALE CONTROLLER 40.00 X 148392 0 23606 ELIZABETH P MACAPANPAN SENIOR FACILITIES DIRECTOR 40.00 X 145504 0 25378 1896084 0 150986 29 0 1 0 JAMES R GRIFFIN INC (JRG CONSTRUCTION) 39199 PASEO PADRE PKWY SUITE B FREMONT CA 94538 CLINIC CONSTRUCTION 2873258 UNITED SECURITY SPECIALISTS INC (FORME 224 AIRPORT PARKWAY SUITE 200 SAN JOSE CA 95110 SECURITY SERVICES 2336421 REGIONAL BUILDING MAINTENANCE 2081 BERING DR SUITE Y SAN JOSE CA 95131 JANITORIAL 1681078 ENTERPRISE FM TRUST (ACH) 9315 OLIVE BLVD ST LOUIS MO 63132 FLEET SERVICES 358350 I-ON MECHANICAL INC 203 LOUPE CT GILROY CA 95020 BUILDING MAINTENANCE 272272 18 72570 241521 49903664 5788343 1007938 56006098 RENTAL INCOME 532000 1761694 1761694 SERVICE REVENUE 624310 318363 318363 2080057 2810 2810 12021 93006 0 0 12021 93006 105027 105027 5850 241521 73496 -67646 -67646 MISCELLANEOUS 900099 102032 102032 WRITE-OFFS 900099 23763 23763 REBATES 900099 4091 4091 1872 1872 131758 58258104 2080057 0 171949 4353036 4353036 1058060 209905 589073 259082 29575164 26249667 2986304 339193 254615 250676 3939 3897449 3304754 513247 79448 2479745 2179350 254101 46294 38395 5282 33113 176895 165055 11840 1957 1957 806929 193852 570125 42952 550302 401908 99157 49237 9084947 8468125 566601 50221 240725 203868 24402 12455 301961 171905 122557 7499 375145 325090 50055 1248721 1109372 8396 130953 347577 81025 266090 462 SUPPLIES 1801495 1684094 81550 35851 DONATED GOODS AND SERVI 994486 830433 164053 909153 203651 648240 57262 58496757 50225993 7148015 1122749 4137174 370712 12841 6730255 13177873 146319 52455 512432 539884 35796313 19774886 17249439 16021427 4635653 1939352 33424113 32101703 8579120 8314554 164051 485 2996043 2996043 125628 93443 4615702 3986258 16480544 15390783 X 11260180 10904136 5683389 5806784 16943569 16710920 33424113 32101703 -238653 6004 0 X 0 1 X 1 1 1 X 22817188 42485651 42308296 48657252 56006098 212274485 22817188 42485651 42308296 48657252 56006098 212274485 212274485 2554 2664 4983 3469 2810 16480 132585 132585 131758 131758 212555308 11195428 0.99870 0.99790 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 133185 17354 150539 125701 8837 1353 133185 141864 500 -15340 1323 125701 108390 34495 1021 141864 107224 2403 1237 108390 1.00000 0.00000 0.00000 0 0 4695891 4695891 29340689 18392665 10948024 121588 120733 855 1152964 960343 192621 485181 301145 184036 16021427 LONG TERM INVESTMENT - ENDOWMENT 150539 LOAN FEES, NET AMORTIZATION 7082 DEPOSITS 58586 RIGHT OF USE ASSETS 1723145 1939352 SECURITY DEPOSITS 90613 LEASE LIABILITY 1723145 LINE OF CREDIT 1900000 LEGAL LIABILITY 272500 3986258 58451980 6004 116333 73496 195833 58256147 1957 1957 58258104 58684629 116333 73496 189829 58494800 1957 1957 58496757 PART V, LINE 4: THE FUNDS ARE TO BE USED FOR ENDOWMENT PURPOSES WITH INCOME HENCEFORTH TO BE USED FOR CERTAIN YOUTH PROGRAM SERVICES. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 73,496. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 73,496. IN FROM THE COLD 208031 202181 5850 1566 28796 HOME IS WHERE THE ART IS 39340 39340 43134 247371 241521 5850 1566 71930 73496 -67646 1 FINANCIAL ASSISTANCE 1076 4353036 FMV RENT, SECURITY DEPOSITS, MOVE-IN KITS, TRANSPORTATION PART I, LINE 2: THE ORGANIZATION PROVIDES FINANCIAL ASSISTANCE AND RELATED EXPENSES FOR ELIGIBLE PROGRAM PARTICIPANTS. THE ORGANIZATION OFFERS ADDITIONAL PROGRAMS THAT PROVIDE FINANCIAL ASSISTANCE FOR HOUSING, INCLUDING SECURITY DEPOSITS, RENTAL ASSISTANCE AND UTILITIES PAYMENTS, AND CERTAIN LIVING EXPENSES. ALL OF THESE PROGRAMS HAVE ESTABLISHED GUIDELINES THAT DETERMINE ELIGIBILITY FOR PROGRAM PARTICIPATION IN LINE WITH AGREEMENTS BETWEEN THE ORGANIZATION AND THE FOUNDATION AND GOVERNMENTAL AGENCIES THAT FUND THESE ASSISTANCE PAYMENTS. X X X X X 0 0 0 0 0 0 0 1 0 ANDREA URTON CHIEF EXECUTIVE OFFICER 293547 0 115 0 0 0 14684 0 12995 0 321341 0 0 0 RENE RAMIREZ CHIEF OPERATIONS OFFICER 249521 0 15115 0 0 0 12525 0 839 0 278000 0 0 0 ARTHUR STEIN CHIEF FINANCIAL OFFICER 240046 0 15115 0 0 0 12039 0 839 0 268039 0 0 0 B MICHAEL MCFARLAND CHIEF DEVELOPMENT OFFICER 193848 0 15115 0 0 0 9132 0 13308 0 231403 0 0 0 KELLY VAZQUEZ CHIEF PROGRAM OFFICER 197669 0 15115 0 0 0 0 0 7467 0 220251 0 0 0 LORI SMITH CHIEF MARK. & COMMUNICATIONS OFFICER 190206 0 15115 0 0 0 3159 0 196 0 208676 0 0 0 BEATRIZ E RAMOS VP, EMERGENCY HOUSING 151546 0 10115 0 0 0 6784 0 8035 0 176480 0 0 0 KRISTIN SMALE CONTROLLER 145777 0 2615 0 0 0 7202 0 16404 0 171998 0 0 0 ELIZABETH P MACAPANPAN SENIOR FACILITIES DIRECTOR 140389 0 5115 0 0 0 7317 0 18061 0 170882 0 0 0 PART I, LINE 7 ALL INDIVIDUALS LISTED ON SCHEDULE J, PART II RECEIVED NON-FIXED BONUSES BASED ON THE MANAGERS VIEW OF ACHIEVEMENT OF ANNUAL OBJECTIVES AND/OR PERFORMANCE ABOVE EXPECTATIONS. X 209157 FMV X 477 798781 FMV 0 0 1 0 PART I, COLUMN (B): THIS NUMBER REPRESENTS THE NUMBER OF CONTRIBUTIONS, NOT THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION B, LINE 11B A COMPLETE COPY OF FORM 990 IS PROVIDED TO ALL MEMBERS OF THE GOVERNING BODY FOR THEIR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE BOARD, SENIOR MANAGEMENT, AND THOSE STAFF WHO WORK IN PROGRAMS THAT DISTRIBUTE SIGNIFICANT AMOUNTS OF FINANCIAL ASSISTANCE TO CLIENTS COMPLETE AND SIGN ANNUAL STATEMENTS CONCERNING POTENTIAL CONFLICTS OF INTEREST WHICH ARE REVIEWED BY THE ORGANIZATION'S COMPLIANCE OFFICER. AS APPROPRIATE, THE COMPLIANCE OFFICER CONSULTS WITH THE CHAIR OF THE AUDIT COMMITTEE OR THE CHAIR OF THE BOARD CONCERNING ANY REPORTED CONFLICTS. THE CFO AND PROGRAM MANAGEMENT PERIODICALLY REVIEW CLIENT FILES AND RELATED DOCUMENTS TO CONFIRM COMPLIANCE WITH GRANT AGREEMENTS. FORM 990, PART VI, SECTION B, LINE 15 THE BOD HIRED AN OUTSIDE CONSULTANT TO RESEARCH MARKET SALARY LEVELS FOR THE CEO, COO, CFO, CDO, AND CMO, AND THEN SET SALARIES BASED ON THIS INFORMATION. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS ARE AVAILABLE ON THE HOMEFIRST WEBSITE. ALL OTHER DOCUMENTS ARE AVAILABLE UPON REQUEST.