2025-11-17T11:22:58-06:00 2025-06-30 770051130 ABBOTT STRINGHAM & LYNCH 1901 S BASCOM AVE SUITE 105 CAMPBELL CA 95008 990 2024-07-01 941422465 COMMUNITY SERVICES AGENCY OF MOUNTAIN VIEW LOS ALTOS AND LOS ALTOS HILLS INC COMM 6509680836 204 STIERLIN ROAD MOUNTAIN VIEW CA 94043 TOM MYERS EXECUTIVE DIRECTOR 6509680836 2025-11-16 1 1 SHEBA B DALANEY P00351252 4083778700 2025-11-16 2024 2025-03-06 01:10:19Z TOM MYERS 204 STIERLIN ROAD MOUNTAIN VIEW CA 94043 14061906 0 X WWW.CSACARES.ORG X 1958 CA THE ORGANIZATION IS THE COMMUNITY'S SAFETY NET, PROVIDING CRITICAL SUPPORT SERVICES THAT PRESERVE AND PROMOTE STABILITY, SELF-RELIANCE, AND DIGNITY. THE ORGANIZATION PROVIDES ASSISTANCE TO SENIOR AND NEEDY INDIVIDUALS AND FAMILIES RESIDING IN MOUNTAIN VIEW, LOS ALTOS AND LOS ALTOS HILLS. 17 17 50 363 0 0 8840306 8714332 0 0 264528 1482941 36044 41736 9140878 10239009 3634309 2598581 0 0 3082283 3048513 0 0 510310 1039397 1168476 7755989 6815570 1384889 3423439 16022447 16680660 2646983 480975 13375464 16199685 X THE ORGANIZATION IS THE COMMUNITY'S SAFETY NET, PROVIDING CRITICAL SUPPORT SERVICES THAT PRESERVE AND PROMOTE STABILITY, SELF-RELIANCE, AND DIGNITY. THE ORGANIZATION PROVIDES ASSISTANCE TO SENIOR AND NEEDY INDIVIDUALS AND FAMILIES RESIDING IN MOUNTAIN VIEW, LOS ALTOS AND LOS ALTOS HILLS. 0 0 3836009 2369094 HOMELESS PREVENTION SERVICES PROVIDES THE CORE COMPONENTS OF CSA'S SAFETY NET FOR LOW-INCOME AND /OR HOMELESS INDIVIDUALS AND FAMILIES IN MOUNTAIN VIEW, LOS ALTOS, AND LOS ALTOS HILLS. CSA PROVIDES DIRECT FINANCIAL ASSISTANCE FOR RENT, UTILITIES, HOUSING, DENTAL, AND EYE EXAMS. ADDITIONALLY, CSA'S FOOD AND NUTRITION CENTER OFFERS ESSENTIAL AND BASIC FOOD ITEMS TO LOW-INCOME AND HOMELESS INDIVIDUALS AND FAMILIES. OVER 5,000 CLIENTS WERE ASSISTED WITH ONE OR MORE OF THESE SERVICES DURING THE YEAR. 246182 132688 CSA IS PARTNERING WITH THE CITY OF MOUNTAIN VIEW ON A GUARANTEED BASIC INCOME (GBI) PILOT TO SUPPORT SOME OF THE LOWEST INCOME MEMBERS OF THE COMMUNITY WITH $500 MONTHLY PAYMENTS OVER TWO YEARS. CSA ENROLLED 166 PARTICIPANTS, WHO BEGAN RECEIVING MONTHLY PAYMENTS ON DECEMBER 15, 2022. PART OF A NATIONAL STUDY, THIS PILOT WILL INFORM A COMPREHENSIVE REPORT BY THE UNIVERSITY OF PENNSYLVANIA AVAILABLE IN 2025 ON THE EFFECTS OF PROVIDING UNCONDITIONAL GUARANTEED INCOME. 1327625 96799 CSA'S SENIOR SERVICES PROGRAM OFFERS CASE MANAGEMENT EMPHASIZING ACCESS TO HEALTH CARE AND INDEPENDENT LIVING WITH A FOCUS ON "SENIOR FALL PREVENTION AND "HOSPITAL TO HOME TRANSITION CARE" TO MINIMIZE COSTLY HOSPITALIZATIONS AND/OR INSTITUTIONALIZATIONS. CASE MANAGERS ASSISTED 207 SENIORS DURING THE YEAR. THE SENIOR NUTRITION CENTER PROVIDED 45,384 PREPARED LUNCHES DURING THE YEAR TO 799 SENIORS. 5409816 1 1 0 0 0 0 0 0 0 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 0 0 0 0 0 1 53 0 50 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X TOM MYERS 6509680836 204 STIERLIN ROAD MOUNTAIN VIEW CA 94043 JOCELYN CHADWELL DIRECTOR 2.00 X 0 0 0 MARIA MARROQUIN DIRECTOR 2.00 X 0 0 0 JANNIE QUINN DIRECTOR 2.00 X 0 0 0 TONY RICHMOND DIRECTOR 2.00 X 0 0 0 BARBARA POYER DIRECTOR 2.00 X 0 0 0 DEBORAH BLACKBURN DIRECTOR 2.00 X 0 0 0 ITA BRENNAN DIRECTOR 2.00 X 0 0 0 JUDY CRATES DIRECTOR 2.00 X 0 0 0 PETER KATZ DIRECTOR 2.00 X 0 0 0 BRIAN LEONG DIRECTOR 2.00 X 0 0 0 AILA MALIK DIRECTOR 2.00 X 0 0 0 IDAROSE SYLVESTER DIRECTOR 2.00 X 0 0 0 KATIE ZOGLIN DIRECTOR 2.00 X 0 0 0 JANE BESSIN DIRECTOR 2.00 X 0 0 0 MIKAELA BURKHARDT SECRETARY 2.00 X 0 0 0 KULJEET KALKAT TREASURY 2.00 X 0 0 0 DAN RICH PRESIDENT 3.50 X 0 0 0 TENNY TSAI VICE PRESIDENT 3.50 X 0 0 0 TOM MYERS EXECUTIVE DIRECTOR 40.00 X 197136 0 32432 SIMONE BERKOWITZ DEV. DIRECTOR 40.00 X 120905 0 31782 KRISTI BLEWIS DIRECTOR OF OPERATIONS 40.00 X 59808 0 264 AMY KAISER ASSOCIATE DIRECTOR 40.00 X 66000 0 6951 JACLYN THORP NURSE CASE MANAGER 40.00 X 105069 0 12756 548918 0 84185 3 0 1 0 0 55155 1912753 6746424 1293050 8714332 270822 270822 5030265 3818146 1212119 1212119 1212119 0 55155 4751 -4751 -4751 TRANSIT PASSES 624200 40035 40035 MISCELLANEOUS INCOME 624200 6452 6452 46487 10239009 1258606 0 266071 2598581 2598581 577958 408817 95531 73610 1841020 1302243 304302 234475 105106 57545 35990 11571 322634 194844 94252 33538 201795 129622 48899 23274 79600 79600 32160 32160 309390 243823 11451 54116 11061 904 5356 4801 201738 115082 62813 23843 168538 129122 25427 13989 18779 18705 74 12224 3269 4027 4928 68709 42214 21047 5448 96750 71067 18548 7135 REPAIR AND MAINTENANCE 101786 76682 16778 8326 STAFF AND VOLUNTEERS 18805 1655 15943 1207 EQUIPMENT RENTAL 18326 13624 3046 1656 TAXES AND LICENSES 14795 1555 13153 87 15815 462 7047 8306 6815570 5409816 895444 510310 X 684326 494330 6387279 4051219 721330 972588 28724 12176 44860 78004 4530205 1352969 989999 3177236 7061371 7818256 104558 76851 16022447 16680660 806509 462569 1806052 5000 34422 13406 2646983 480975 X 9549592 14203134 3825872 1996551 13375464 16199685 16022447 16680660 3423439 -599218 0 X X 0 1 X 1 0 X 9050459 8048945 8360206 8840306 5720319 40020235 9050459 8048945 8360206 8840306 5720319 40020235 1224382 38795853 112750 166312 192446 254982 270822 997312 1033 36636 38757 46487 122913 41140460 0.94300 0.94660 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 80000 80000 4063871 1194808 2869063 46317 3860 42457 340017 154301 185716 3177236 LEASE LIABILITY 13406 13406 X 9769882 -599218 157500 4751 -436967 10206849 32160 32160 10239009 6945661 157500 4751 162251 6783410 32160 32160 6815570 PART X, LINE 2: THE ORGANIZATION HAS BEEN GRANTED TAX-EXEMPT STATUS BY THE INTERNAL REVENUE SERVICE (SECTION 501(C)(3)) AND THE CALIFORNIA FRANCHISE TAX BOARD (SECTION 23701D). ACCORDINGLY, NO PROVISION FOR INCOME TAXES OR RELATED CREDITS IS INCLUDED IN THESE FINANCIAL STATEMENTS. THE ORGANIZATION HAS ADOPTED THE ACCOUNTING STANDARD RELATED TO UNCERTAINTIES IN INCOME TAXES. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN BY THE ORGANIZATION IN ITS FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION; THEREFORE, NO LIABILITY FOR UNRECOGNIZED INCOME TAX BENEFITS HAS BEEN RECORDED AS OF JUNE 30, 2025 AND 2024. THE ORGANIZATION IS SUBJECT TO EXAMINATION BY A MAJOR TAX JURISDICTION BACK TO 2021. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE NETTED WITH REVENUE 4,751. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE NETTED WITH REVENUE 4,751. EMPTY BOWLS 34558 34558 1366 EMPTY GLASSES 4884 4884 882 1 15713 15713 2503 55155 55155 4751 4751 -4751 1 COMPREHENSIVE EMERGENCY ASSISTANCE 3763 773292 1291664 FMV FOOD GUARANTEED BASIC INCOME 166 129605 FMV GUARANTEED BASIC INCOME HOMELESS CASE MANAGEMENT ALPHA OMEGA 1063 150788 FMV RENT ASSISTANCE, SHELTER, VISION EXAMS & CLOTHING SENIOR CASE MANAGEMENT 207 50490 FMV BUS TOKENS, LIFELINE EQUIP & RENTAL SENIOR NUTRITION MEALS 799 191578 FMV 45,384 HOT MEALS SERVED TO SENIORS PART 1, LINE 2: COMMUNITY SERVICES AGENCY RECEIVES PROGRAM RESTRICTED GRANT (CASH AND NON-CASH) FUNDING FROM VARIOUS SOURCES, INCLUDING GOVERNMENT, FOUNDATIONS AND CORPORATIONS. THESE GRANTS PROVIDE ASSISTANCE TO OUR CLIENTS, INCLUDING RENTAL, UTILITY, FOOD, BUS TOKENS, LIFELINE EQUIPMENT RENTAL, ETC. THE GOALS, OBJECTIVES OR OUTCOMES ARE TRACKED BY THE RESPECTIVE PROGRAM DIRECTOR AND REVIEWED BY THE DIRECTOR OF CLIENT PROGRAMS WHO OVERSEES ALL CSA PROGRAMS. IF THE GRANT (OR CONTRACT) IS GOVERNMENT FUNDED, THE DIRECTOR OF CLIENT PROGRAMS WILL SIGN OFF ON THE RESPECTIVE REPORTS AND SUBMIT TO THE APPROPRIATE GOVERNMENT ENTITY. FOR FOUNDATION AND CORPORATE GRANTS, THE DEVELOPMENT DIRECTOR WILL PROVIDE THE PROPER REPORTING TO EACH RESPECTIVE GRANT FUNDER. X X X X 0 0 0 0 0 0 0 0 0 TOM MYERS EXECUTIVE DIRECTOR 197136 0 0 0 0 0 13462 0 18970 0 229568 0 0 0 SIMONE BERKOWITZ DEV. DIRECTOR 120905 0 0 0 0 0 8791 0 22991 0 152687 0 0 0 PART 1, LINE 3: EMPLOYMENT OF THE EXECUTIVE DIRECTOR. THE EXECUTIVE DIRECTOR SHALL BE CHOSEN BY THE BOARD OF DIRECTORS AND SHALL BE AN EMPLOYEE OF CSA. HIS OR HER COMPENSATION AND DUTIES SHALL BE SET BY, AND HE OR SHE SHALL BE DIRECTLY RESPONSIBLE TO, THE BOARD OF DIRECTORS. HE OR SHE SHALL BE SUBJECT TO REMOVAL UPON A 2/3 AFFIRMATIVE VOTE OF THE DIRECTORS THEN IN OFFICE AFTER TEN DAYS' PRIOR NOTICE OF SUCH PENDING ACTION HAS BEEN GIVEN TO THE BOARD. THE EMPLOYMENT OF A NEW EXECUTIVE DIRECTOR SHALL REQUIRE THE AFFIRMATIVE VOTE OF 2/3 OF THE DIRECTORS THEN IN OFFICE. THE COMPENSATION COMMITTEE SHALL CONSIST OF THE TREASURER, WHO SERVES AS CHAIR, AND AT LEAST TWO OTHER DIRECTORS. NO MORE THAN ONE OTHER MEMBER OF THE EXECUTIVE COMMITTEE BESIDES THE TREASURER MAY SERVE ON THIS COMMITTEE. THE COMPENSATION COMMITTEE SHALL REVIEW THE COMPENSATION OF THE EXECUTIVE DIRECTOR, THE CHIEF FINANCIAL OFFICER, AND OTHER STAFF AS DESIGNATED BY THE BOARD, AND RECOMMEND CHANGES TO THE BOARD, ANNUALLY OR UPON HIRING; AND ADDRESS OTHER MATTERS AS MAY BE DESIGNATED TO IT BY THE BOARD. A MEMBER OF THE COMPENSATION COMMITTEE SHALL NOT TAKE PART IN A DISCUSSION OF HIS OR HER OWN COMPENSATION. IN PERFORMING ITS DUTIES, THIS COMMITTEE SHALL ADHERE TO ALL APPLICABLE LAWS, RULES, AND REGULATIONS, INCLUDING BUT NOT LIMITED TO THE CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION LAW. X 1208416 FMV X GIFT CARDS 0 64475 FMV X TOYS 0 20159 FMV 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE DIRECTOR OF FINANCE REVIEWS FORM 990 AND FORWARDS TO THE EXECUTIVE DIRECTOR AND FINANCE COMMITTEE FOR REVIEW. A COPY OF THE FORM 990 IS FORWARDED TO THE ENTIRE BOARD FOR REVIEW PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY INCLUDES A CONFLICT OF INTEREST STATEMENT TO BE SIGNED ANNUALLY BY EACH DIRECTOR AND OFFICER. FORM 990, PART VI, SECTION B, LINE 15 USING SALARY SURVEYS/GUIDES, ONLINE COMPENSATION DATA AND OTHER SALARY INFORMATION FROM SIMILAR ORGANIZATIONS, THE COMPENSATION COMMITTEE OF THE BOARD COMPILES AND REVIEWS SALARY INFORMATION. THE COMPENSATION COMMITTEE OF THE BOARD DETERMINES AND RECOMMENDS ANY SALARY ADJUSTMENTS AS PART OF THE ANNUAL BUDGET PROCESS, WHICH IS THEN APPROVED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990 PART X, LINE 28 AS A RESULT OF ASU NO. 2016-14, THE ORGANIZATION HAS ELECTED TO REPORT ALL NET ASSETS WITH DONOR RESTRICTIONS WITHIN LINE 28 (TEMPORARILY RESTRICTED NET ASSETS). FORM 990, PART XII, LINE 2C AUDIT COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT, REVIEW, AND COMPILATION OF FINANCIAL STATEMENTS AND SELECTION OF INDEPENDENT ACCOUNTANT.