2025-11-11T18:36:02-06:00 2024-12-31 953132551 JGD & ASSOCIATES LLP 9191 TOWNE CENTRE DRIVE 340 SAN DIEGO CA 921221274 990 2024-01-01 330008269 ADJOIN ADJO 8582922030 9444 FARNHAM STREET 210 SAN DIEGO CA 92123 WENDY FORKAS CHIEF EXECUTIVE OFFICER 8582922030 2025-11-11 1 0 DANIEL P SCHREIBER P00089202 8585871000 2024 2025-03-06 01:10:19Z WENDY FORKAS 9444 FARNHAM STREET 210 SAN DIEGO CA 92123 31479598 0 X WWW.ADJOIN.ORG X 1983 CA ASSIST INDIVIDUALS WITH PHYSICAL AND/OR DEVELOPMENT DISABILITIES AND HOMELESS VETERANS. 8 8 422 8 0 0 8703605 14699077 13472708 15070427 207642 270926 64316 11800 22448271 30052230 0 0 0 0 14391164 16598905 0 0 15459 8759492 13828984 23150656 30427889 -702385 -375659 10539887 11431125 3133821 3948128 7406066 7482997 X PROVIDING INDIVIDUALS WITH DISABILITIES AND SPECIAL NEEDS SUCH AS ADVOCACY, SERVICES, PROGRAMS AND OTHER MEANS NECESSARY TO IMPROVE THEIR QUALITY OF LIFE AND TO ENABLE THEM TO SEEK AND ACHIEVE SELF-SUFFICIENCY WITHIN AND INTEGRATE INTO THE COMMUNITY AND TO PROVIDE ASSISTANCE TO VETERANS WITH HOUSING, IDENTIFYING AND ACCESSING BENEFITS AND RESOURCES FOR WHICH THEY ARE ELIGIBLE, MEETING THIER CAREER AND/OR EDUCATIONAL GOALS AND OTHER ASPECTS OF THEIR LIFE TO ENSURE A SUCCESSFUL TRANSITION INTO CIVILIAN LIFE. 0 0 13760099 15082227 ADJOIN'S CATALYST DIVISION BUILDS PARTNERSHIPS WITH INDIVIDUALS WITH INTELLECTUAL & DEVELOPMENTAL DISABILITIES AND THEIR CIRCLES OF SUPPORT. OUR COMMUNITY LIVING SERVICES ARE FOCUSED ON ASSISTING INDIVIDUALS TO LIVE AS INDEPENDENTLY AS POSSIBLEI N THEIR OWN HOMES AND COMMUNITIES. EMPLOYMENT SERVICES ARE GEARED TOWARDS MAINTAINING INDIVIDUAL COMPETITIVE WAGE EMPLOYEMNT AT LOCAL BUSINESSES. OUR INNOVATIVE ONLINE SKILLS TRAINING PROGRAM TEACHES INDEPENDENT LIVING, VOCATIONAL, AND SOCIAL SKILLS TO INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES AND AUTISM. 13537380 ADJOIN'S VETERANS DIVISION PROVIDES SERVICES TO VETERANS UNDER A FEDERAL GRANT FUNDED THROUGH THE DEPARTMENT OF VETERANS AFFAIRS THROUGH THEIR SUPPORTIVE SERVICES FOR VETERAN FAMILIES (SSVF) PROGRAM. 240121 PATH-NOW IS A CREATIVE AND UNIQUE MOBILE APPLICATION, POWERED BY ADJOIN, THAT ENABLES INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES (IDD) TO EASILY AND ACCESSIBLY CONNECT WITH COMMUNITY SERVICE PROVIDERS ELECTRONICALLY IN CALIFORNIA. 27537600 1 1 0 0 0 0 0 0 0 0 1 1 0 1 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 0 0 0 0 1 291 0 1 422 1 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X THE ORGANIZATION 8582922030 9444 FARNHAM STREET 210 SAN DIEGO CA 92123 KIM MCNEALY CHAIR 1.00 1.00 X X 0 0 0 LISA LARSON VICE-CHAIR 1.00 1.00 X X 0 0 0 ALAN WILLARDSON SECRETARY 1.00 1.00 X X 0 0 0 JARROD HAMMES TREASURER 1.00 1.00 X 0 0 0 JOHN DIMICHELE DIRECTOR 1.00 1.00 X 0 0 0 ROBERT WILSON DIRECTOR 1.00 1.00 X 0 0 0 WINDUS FERNANDEZ-BRINKKORD DIRECTOR 1.00 1.00 X 0 0 0 TRAVIS JANG-BUSBY DIRECTOR 1.00 1.00 X 0 0 0 WENDY FORKAS CHIEF EXECUTIVE OFFICER 40.00 1.00 X 138176 0 46344 OLIVIA BLAYLOCK CHIEF OPERATIONS OFFICER 40.00 1.00 X 96398 0 7971 PAT PHELAN CHIEF FINANCIAL OFFICER 40.00 1.00 X 58248 0 3795 DUSTIN POTASH FORMER DIRECTOR OF ADJOIN VETERANS 40.00 1.00 X 98792 0 2016 KARLY MARRIOTT FORMER DIRECTOR OF NORTH CATALYST DIVISION 40.00 1.00 X 89358 0 19122 PRUDENCE DUMON FORMER CHIEF FINANCIAL OFFICER 40.00 1.00 X 100398 0 22431 581370 0 101679 2 1 1 0 FRANK DUDAS 2334 NEWCASTLE AVE CARDIFF BY THE SEA CA 92007 LANDLORD 237575 IAN REED KINDERMAN 440 TAVARA PLACE SAN DIEGO CA 92106 LANDLORD 171477 SAM CAPARELL 1468 FIRST AVENUE 1 SAN DIEGO CA 92101 LANDLORD 157509 3 14680729 18348 14699077 CONSUMER SERVICE FEES 812900 15070427 15070427 15070427 200339 200339 1497955 1427368 70587 70587 70587 MISCELLANEOUS INCOME 812900 11800 11800 11800 30052230 15082227 0 270926 667895 620200 47695 12304687 11426001 878686 197194 165861 31333 2348219 2202946 145273 1080910 1006677 74233 716613 40016 676597 3810 2760 1050 9546 8405 1141 383160 287315 82733 13112 653395 522693 130702 616429 589653 26776 22580 22580 85730 60045 25685 221108 124341 96750 17 CONSUMER SERVICES 9571323 9569923 1400 PURCHASED SERVICES 732401 314081 418320 TELEPHONE 206397 183760 22637 EQUIPMENT LEASE 180898 171002 9896 425594 241921 182743 930 30427889 27537600 2874830 15459 8501 15487 617203 766964 1986419 2545695 172326 166772 553936 327359 273692 226577 5645956 6351552 1835790 1358078 10539887 11431125 3133821 3948128 3133821 3948128 X 7406066 7482997 7406066 7482997 10539887 11431125 -375659 452590 0 X X 0 1 X 1 1 1 X 7645763 11037905 10253483 8703605 14699077 52339833 7645763 11037905 10253483 8703605 14699077 52339833 52339833 118008 157270 223780 207642 200339 907039 53246872 0.98300 0.98000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7000 4137 2863 419914 248156 171758 127022 75066 51956 226577 EQUITIES 3924295 C CORPORATE BONDS 2427257 C 6351552 DEPOSITS 174655 RIGHT OF USE ASSET 1183423 1358078 X 30504820 452590 452590 30052230 0 30052230 30427889 0 30427889 0 30427889 PART X, LINE 2: ADJOIN IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. THE ORGANIZATION MAY BE SUBJECT TO TAX ON INCOME WHICH IS NOT RELATED TO THEIR EXEMPT PURPOSE. FOR THE YEARS ENDED DECEMBER 31, 2024 AND 2023, NO SUCH UNRELATED BUSINESS TAXABLE INCOME WAS REPORTED AND, THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN MADE. ADJOIN IS NOT A PRIVATE FOUNDATION. THE ORGANIZATION RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS AS PART OF THE INCOME TAX PROVISION, WHEN APPLICABLE. THERE ARE NO AMOUNTS ACCRUED IN THE FINANCIAL STATEMENTS RELATED TO UNCERTAIN TAX POSITIONS. X X X 0 0 0 0 0 0 0 0 0 WENDY FORKAS CHIEF EXECUTIVE OFFICER 138176 0 0 0 0 0 30108 0 16236 0 184520 0 0 0 PRUDENCE DUMON FORMER CHIEF FINANCIAL OFFICER 100398 0 0 0 0 0 22431 0 0 0 122829 0 0 0 KARLY MARRIOTT FORMER DIRECTOR OF NORTH CATALYST DI 89358 0 0 0 0 0 3967 0 15155 0 108480 0 0 0 DUSTIN POTASH FORMER DIRECTOR OF ADJOIN VETERANS 98792 0 0 0 0 0 2016 0 0 0 100808 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B DRAFT FORM 990 WILL BE PRESENTED TO AUDIT COMMITTEE FOR REVIEW BEFORE DISTRIBUTION TO THE BOARD FOR THEIR REVIEW AND APPROVAL. ANY CHANGES WILL BE FOWARDED TO THE TAX PREPARER SO CORRECTIONS CAN BE MADE. CFO WIL DO A FINAL REVIEW BEFORE THE FORM 990 IS FILED. THE FINAL FORM 990 WILL BE DISTRIBUTED TO THE BOARD AND MADE AVAILABLE ON THE COMPANY WEBSITE. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER COMPLETES THE CONFLICT OF INTEREST STATEMENTS ANNUALLY WHICH IS FILED. ADMINISTRATIVE COORDINATOR IS TASKED WITH MONITORING THE BOARD FILES TO ENSURE ALL REQUIRED DOCUMENTS HAVE BEEN COMPLETED AND ARE IN COMPLIANCE WITH COMPANY POLICIES. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS REVIEWS AND APPROVES COMPENSATION OF THE CEO IN ADDITION TO OTHER COMPENSATED OFFICERS AND KEY EMPLOYEES. THE REVIEW IS BASED ON RELEVANT INFORMATION AND COMPARABILITY DATA SUFFICIENT FOR THE BOARD TO DETERMINE THAT THE COMPENSATION IS REASONABLE AND NOT EXCESSIVE. RELEVANT INFORMATION INCLUDED, BUT IS NOT LIMITED TO, COMPENSATION LEVELS AND BENEFITS PAID BY SIMILARLY SITUATED ORGANIZATIONS FOR SIMILARLY QUALIFIED INDIVIDUALS IN FUNCTIONALLY COMPARABLE POSITIONS, AND MAY INCLUDE AMONG OTHER DATA, SALARY AND BENEFIT COMPENSATION STUDIES/SURVEYS COMPILED BY INDEPENDENT SOURCES AND INFORMATION OBTAINED FROM IRS FORM 990 FILINGS OF SIMILAR ORGANIZATIONS. THE BOARD DOCUMENTS ITS REVIEW AND APPROVAL IN MINUTES OR WRITTEN CONSENTS. FORM 990, PART VI, SECTION C, LINE 18 THE FORM 990 IS AVAILABLE ON THE ORGANIZATION'S WEBSITE. SINCE WE CURRENTLY DO NOT HAVE THE COMPANY'S FORM 1023 AVAILABLE FOR DISTRIBUTION, WE SEND A COPY OF THE MOST RECENT IRS DETERMINATION LETTER WE HAVE ON FILE. FORM 990, PART VI, SECTION C, LINE 19 FOR ALL OTHER DOCUMENTS, ORGANIZATIONS OR INDIVIDUALS MUST SUBMIT A WRITTEN REQUEST TO THE CORPORATE OFFICE TO RECEIVE A COPY OF THESE DOCUMENTS. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED