2026-04-27T15:39:52-05:00 2025-06-30 941250261 LINDQUIST VON HUSEN & JOYCE LLP 301 HOWARD STREET SUITE 850 SAN FRANCISCO CA 94105 990 2024-07-01 942985244 HOMEBRIDGE INC HOME 4152552079 1035 MARKET STREET L-1 SAN FRANCISCO CA 94103 JASON BIGGS SENIOR DIR OF FINANCE 4152552079 2026-04-27 1 0 KYLE GANLEY P01443362 4159579999 2024 2025-03-06 01:10:19Z MIN CHANG 1035 MARKET STREET L-1 SAN FRANCISCO CA 94103 56330901 0 X WWW.HOMEBRIDGECA.ORG X 1985 CA MAKING INDEPENDENT LIVING POSSIBLE FOR THOSE UNABLE TO CARE FOR THEMSELVES. 13 13 724 13 0 0 34449119 39164652 30709245 17130727 9872 35522 0 0 65168236 56330901 0 0 0 0 38729668 40644047 0 0 0 17790465 10637542 56520133 51281589 8648103 5049312 29576942 32720843 20285566 18380155 9291376 14340688 X MAKING INDEPENDENT LIVING POSSIBLE FOR THOSE UNABLE TO CARE FOR THEMSELVES 0 1 33778255 CONTRACT MODE IHSS IS A MEDI-CALFUNDED PROGRAM THAT PROVIDES IN-HOME SUPPORTIVE SERVICES TO ELIGIBLE SAN FRANCISCO COUNTY IHSS BENEFICIARIES. SERVICES INCLUDE PERSONAL CARE, HOME CARE, AND PARAMEDICAL SUPPORT FOR INDIVIDUALS WHOSE DISABILITIES AFFECT THEIR ABILITY TO PERFORM ACTIVITIES OF DAILY LIVING (ADLS) AND/OR INSTRUMENTAL ACTIVITIES OF DAILY LIVING (IADLS). MANY CLIENTS ALSO HAVE COGNITIVE IMPAIRMENTS, BEHAVIORAL HEALTH CONDITIONS, ACTIVE SUBSTANCE USE, OR OTHER DIAGNOSES THAT LIMIT THEIR ABILITY TO SUCCESSFULLY SELF-DIRECT CAREGIVING SERVICES.THE PROGRAM PROMOTES INDEPENDENT LIVING, STABILIZES CLIENT WELL-BEING, AND REDUCES AVOIDABLE ACUTE MEDICAL INCIDENTS. HOMEBRIDGE PROVIDES APPROXIMATELY 500,000 TO 600,000 HOURS OF IHSS SERVICES ANNUALLY TO ABOUT 1,200 CLIENTS. PROGRAM COVERAGE INCLUDES CARE PLAN MANAGEMENT, CAREGIVER SUPERVISION AND SCHEDULING, AND PARAMEDICAL SUPPORT SERVICES.THROUGH THE COLLABORATIVE CAREGIVER SUPPORT TEAM (CCST), A PARTNERSHIP WITH THE SAN FRANCISCO HUMAN SERVICES AGENCY (HSA) AND THE DEPARTMENT OF HOMELESSNESS AND SUPPORTIVE HOUSING (HSH), HOMEBRIDGE DELIVERS IHSS SERVICES AT NEARLY 116 PERMANENT SUPPORTIVE HOUSING SITES ACROSS SAN FRANCISCO. 8236629 17130727 HOMEBRIDGE SERVED AS THE PRIMARY TRAINING PROVIDER FOR THE CALIFORNIA IN-HOME SUPPORTIVE SERVICES (IHSS) CAREER PATHWAYS CAREGIVER TRAINING PROGRAM. HOMEBRIDGE DEVELOPED AND DELIVERED MORE THAN 150 COURSES OFFERED IN ONLINE SELF-PACED, ONLINE INSTRUCTOR-LED, AND IN-PERSON FORMATS. COURSE TOPICS RANGED FROM FOUNDATIONAL HEALTH AND SAFETY SUBJECTS, SUCH AS COLLABORATING ACROSS THE CARE TEAM, TO ADVANCED PHYSICAL CARE TOPICS, INCLUDING BODY MECHANICS AND SUPPORTING CONSUMERS WITH TOILETING.ALL COURSES WERE OFFERED IN FIVE LANGUAGES: ENGLISH, SPANISH, MANDARIN, CANTONESE, AND ARMENIAN. HOMEBRIDGE MANAGED ALL OPERATIONAL ASPECTS OF THE STATE-FUNDED PROGRAM, INCLUDING STUDENT ENROLLMENT AND SUPPORT, DATA TRACKING AND REPORTING, AND COORDINATION OF IN-PERSON TRAINING ACROSS MORE THAN 20 COUNTIES STATEWIDE. THE PROGRAM CAME TO AN END IN SEPTEMBER 2024. 3443930 HOMEBRIDGE MAINTAINS A DEDICATED TRAINING TEAM TO SUPPORT BOTH NEW AND EXPERIENCED CAREGIVERS. TRAINING PREPARES CAREGIVERS TO MEET THE UNIQUE NEEDS OF SAN FRANCISCO'S DIVERSE CLIENT POPULATION AND ADDRESSES BOTH GENERAL CAREGIVING TOPICS, SUCH AS DEMENTIA AND ALZHEIMER'S CARE, AND SPECIALIZED SUBJECTS, INCLUDING CAREGIVING IN SUPPORTIVE HOUSING SETTINGS.TRAINING IS DELIVERED THROUGH A COMBINATION OF IN-PERSON AND ONLINE FORMATS. EACH YEAR, MORE THAN 300 CAREGIVERS RECEIVE ACCESS TO HOMEBRIDGE-PROVIDED TRAINING THAT STRENGTHENS CAREGIVING SKILLS, IMPROVES JOB READINESS, AND SUPPORTS WORKFORCE RETENTION. 706232 VOCATIONAL ENGLISH AS A SECOND LANGUAGE (ESL) PROGRAM: IN FY24, HOMEBRIDGE RECEIVED A GRANT FROM THE CALIFORNIA WORKFORCE DEVELOPMENT BOARD TO DEVELOP AN IMMERSIVE, ON-THE-JOB VOCATIONAL ENGLISH LANGUAGE TRAINING PROGRAM FOR IN-HOME CARE PROVIDERS. THE ENGLISH AS A SECOND LANGUAGE HOME CARE IMMERSION TRAINING PROGRAM SUPPORTS STRONG JOB CANDIDATES WHOSE PRIMARY LANGUAGE IS NOT ENGLISH BY COMBINING HOME CARE TRAINING WITH ONGOING LANGUAGE INSTRUCTION AND WORKPLACE SUPPORT.THE PROGRAM IS DESIGNED TO SERVE MORE THAN 150 NEW IN-HOME CARE PROVIDERS IN SAN FRANCISCO. THE FIRST COHORT OF OVER 20 PARTICIPANTS LAUNCHED IN JULY 2024 AND WAS TRAINING ITS FIFTH COHORT AS OF JUNE 2025.ENHANCED CARE MANAGEMENT (ECM): HOMEBRIDGE PROVIDES WRAP-AROUND CASE MANAGEMENT SERVICES THROUGH TWO COMPLEMENTARY PROGRAMS THAT SUPPLEMENT IHSS DIRECT CARE. IN PARTNERSHIP WITH SAN FRANCISCO HEALTH PLAN (SFHP), HOMEBRIDGE DELIVERS ENHANCED CARE MANAGEMENT (ECM), A MEDI-CAL BENEFIT FOR ELIGIBLE CLIENTS ENROLLED IN SFHP'S MANAGED CARE PLAN. ECM SUPPORTS HIGH-COST, HIGH-NEED MEMBERS THROUGH COORDINATED SERVICES ADDRESSING PHYSICAL, MENTAL, BEHAVIORAL, AND SOCIAL HEALTH NEEDS.ECM SERVICES INCLUDE COMPREHENSIVE ASSESSMENT AND CARE PLANNING, ENHANCED CARE COORDINATION, TRANSITIONAL CARE, HEALTH PROMOTION, AND LINKAGE TO COMMUNITY AND SOCIAL SERVICES. IN ADDITION, HOMEBRIDGE HOLDS A CASE MANAGEMENT CONTRACT WITH THE SAN FRANCISCO OFFICE OF COMMUNITY PARTNERSHIPS TO SERVE UP TO 40 HIGH-NEEDS CLIENTS WHO DO NOT QUALIFY FOR ECM THROUGH SFHP. TOGETHER, THESE PROGRAMS STRENGTHEN CARE COORDINATION AND IMPROVE OUTCOMES FOR VULNERABLE CLIENTS. 706232 46165046 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 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 18 0 1 724 1 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 0 0 CA X X MIN CHANG CHIEF EXECUTIVE OFFICER 4152552079 1035 MARKET ST L-1 SAN FRANCISCO CA 94103 SEDLANDER JOHN TREASURER 0.40 X X 0 0 0 ALTMAN MAYA PRESIDENT 0.40 X X 0 0 0 PITT JESSICA VICE PRESIDENT 0.40 X X 0 0 0 CHODOS ANNA SECRETARY 0.40 X X 0 0 0 DIETZEN CATHY DIRECTOR 0.40 X 0 0 0 GUINA EDWARD DIRECTOR 0.40 X 0 0 0 BROWN JIM DIRECTOR 0.40 X 0 0 0 ROSENBERG EMILY DIRECTOR 0.40 X 0 0 0 BERMUDO LUARNIE DIRECTOR 0.40 X 0 0 0 MALAKOFF FORREST DIRECTOR 0.40 X 0 0 0 SEMERE WAGAHTA DIRECTOR 0.40 X 0 0 0 HAYES MICHAELA DIRECTOR 0.40 X 0 0 0 CHEN LISA DIRECTOR 0.40 X 0 0 0 WEINGAND SHANTEL S FORMER CHIEF FINANCIAL OFFICER 40.00 X 189776 0 30492 BURNS MARK FORMER CHIEF EXECUTIVE OFFICER 40.00 X 100084 0 12285 CHANG MIN CHIEF EXECUTIVE OFFICER 40.00 X 225000 0 18524 VAZQUEZ ANA FORMER DIRECTOR OF FINANCE 40.00 X 117161 0 13092 SHANAHAN MEAGHAN KAREN FORMER SR. DIR. OF PROGRAM OPERAT 40.00 X 189182 0 25054 OWENS JAY FORMER SR. DIR. OF TECHNOLOGY 40.00 X 194690 0 28917 BLUMENTHAL NICK FORMER DIRECTOR OF CAREER PATHWAY 40.00 X 157055 0 11797 HARRIS AMBER FORMER SR. DIR. OF TALENT AND PEO 40.00 X 174508 0 15631 NORRIS MARY FORMER SR. DIR. OF GROWTH AND INN 40.00 X 159214 0 25818 BAIRD ASHLEY HALL FORMER SENIOR MANAGER 40.00 X 138803 0 10785 PORTILLO KAREN FORMER SENIOR MANAGER 40.00 X 129567 0 24303 TANWAR MEGHA FORMER SENIOR MANAGER 40.00 X 139439 0 19319 GLOVER RACHEL FORMER SENIOR MANAGER 40.00 X 176264 0 27535 DAVIS LEVY KIM L PROGRAM COORDINATOR 40.00 X 127944 0 23971 2218687 0 287523 24 0 1 0 DEREK JOHNSON 1418 THOMAS AVE SAN FRANCISCO CA 94124 CLEANING SERVICES 677900 JANICE VORFELD 7 STANTON WAY MILL VALLEY CA 94941 PROGRAM CONSULTANT 219625 2 38643875 520777 39164652 PROGRAM SERVICE FEES 624410 17118854 17118854 OTHER PROGRAM REVENUE 624410 11873 11873 17130727 35522 35522 56330901 17130727 0 35522 X 1398889 1398889 29755493 27870247 1885246 1338215 1281533 56682 5599069 5094598 504471 2552381 2294723 257658 31088 31088 68478 68478 5438282 5246168 192114 1459040 1094760 364280 492586 484172 8414 356 356 95902 86351 9551 276634 206738 69896 HEAVY CLEANING 745800 745800 0 SOFTWARE CHARGES 610104 600337 9767 FIELD TECHNOLOGY SUPPOR 297818 297818 0 PAYROLL SERVICES 278714 209304 69410 842740 652497 190243 51281589 46165046 5116543 0 7487909 15513098 445426 1156900 2611927 429476 3082997 649292 1919702 1709370 306234 210332 15642449 14761745 29576942 32720843 2684381 2228495 0 238322 17601185 15913338 20285566 18380155 X 9291376 13890688 450000 9291376 14340688 29576942 32720843 5049312 0 X X 0 1 X 1 0 X 28347149 30722827 26390716 34449119 39164652 159074463 26106 14364 6638895 30709245 17130727 54519337 28373255 30737191 33029611 65158364 56295379 213593800 0 0 0 213593800 658 1839 25019 9872 35522 72910 658 1839 25019 9872 35522 72910 28373913 30739030 33054630 65168236 56330901 213666710 0.99970 0.99980 0.00030 0.00020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1295669 1158587 137082 624033 550783 73250 210332 DEPOSITS 99490 ROU - OPERATING LEASE 14662255 14761745 OPERATING LEASE LIABILITY 15913338 15913338 X 56330901 0 56330901 0 56330901 51281589 0 51281589 0 51281589 PART X, LINE 2: HOMEBRIDGE IS REQUIRED TO FILE ANNUAL INFORMATIONAL RETURNS WITH THE INTERNAL REVENUE SERVICE AND THE CALIFORNIA FRANCHISE TAX BOARD. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES ALL TAX POSITIONS TAKEN IN THE FEDERAL AND STATE TAX RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. THE TAX RETURNS FOR THE YEARS 2021 THROUGH 2024 ARE SUBJECT TO EXAMINATION BY THE TAXING AUTHORITIES, GENERALLY FOR THREE YEARS AND FOUR YEARS FOR FEDERAL AND STATE, RESPECTIVELY, STARTING WITH THE DATE OF FILING OR THE DUE DATE OF THE TAX RETURN WHICHEVER IS LATER. X X X X 1 0 0 0 0 0 0 0 0 CHANG MIN CHIEF EXECUTIVE OFFICER 225000 0 0 0 0 0 7788 0 10736 0 243524 0 0 0 OWENS JAY FORMER SR. DIR. OF TECHNOLOGY 194690 0 0 0 0 0 14602 0 14315 0 223607 0 0 0 WEINGAND SHANTEL S FORMER CHIEF FINANCIAL OFFICER 189776 0 0 0 0 0 16177 0 14315 0 220268 0 0 0 SHANAHAN MEAGHAN KAREN FORMER SR. DIR. OF PROGRAM OPERAT 189182 0 0 0 0 0 14189 0 10865 0 214236 0 0 0 GLOVER RACHEL FORMER SENIOR MANAGER 146078 0 0 0 30186 0 13220 0 14315 0 203799 0 0 0 HARRIS AMBER FORMER SR. DIR. OF TALENT AND PEO 110778 0 0 0 63730 0 8474 0 7157 0 190139 0 0 0 NORRIS MARY FORMER SR. DIR. OF GROWTH AND INN 159214 0 0 0 0 0 11977 0 13841 0 185032 0 0 0 BLUMENTHAL NICK FORMER DIRECTOR OF CAREER PATHWAY 157055 0 0 0 0 0 11797 0 0 0 168852 0 0 0 TANWAR MEGHA FORMER SENIOR MANAGER 109253 0 0 0 30186 0 8454 0 10865 0 158758 0 0 0 PORTILLO KAREN FORMER SENIOR MANAGER 129567 0 0 0 0 0 9988 0 14315 0 153870 0 0 0 DAVIS LEVY KIM L PROGRAM COORDINATOR 127944 0 0 0 0 0 9656 0 14315 0 151915 0 0 0 PART I, LINE 4A GLOVER, RACHEL - $30,186 HARRIS, AMBER - $63,730 TANWAR, MEGHA - $30,186 BAIRD, ASHLEY HALL - $30,186 FORM 990, PART III, LINE 3 ONE OF THE THREE LARGEST PROGRAMS, CAREER PATHWAYS, ENDED IN SEPTERMBER 2024. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD HAS DELEGATED THE RESPONSIBILITY FOR REVIEW AND APPROVAL OF THE TAX RETURN TO THE FINANCE COMMITTEE. A DRAFT OF THE TAX RETURN IS SENT TO THE FINANCE COMMITTEE FOR REVIEW. THE FINANCE COMMITTEE IS GIVEN ACCESS TO THE TAX PREPARER AND ANY QUESTIONS RAISED MUST BE SATISFACTORILY RESOLVED BEFORE THE FINANCE COMMITTEE AUTHORIZES FINALIZING THE TAX RETURN. AFTER THE FINANCE COMMITTEE APPROVES THE TAX RETURN, A COPY OF THE APPROVED TAX RETURN IS E-MAILED TO ALL MEMBERS OF THE BOARD BEFORE THE ACTUAL FILING IS MADE. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR AND EACH OFFICER COMPLETE AN ANNUAL DISCLOSURE FORM IDENTIFYING ANY RELATIONSHIPS, POSITIONS, OR CIRCUMSTANCES IN WHICH HE OR SHE IS INVOLVED THAT COULD CONTRIBUTE TO A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE COMPENSATION FOR THE EXECUTIVE DIRECTOR. BOARD AND SUBCOMMITTEE MEETING MINUTES WERE DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE KEPT IN THE ADMINSTRATIVE OFFICE AND ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING & OTHER: PROGRAM SERVICE EXPENSES 5,246,168. MANAGEMENT AND GENERAL EXPENSES 192,114. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,438,282. FORM 990, PART XII, LINE 2C THE OVERSIGHT PROCESS HAS NOT BEEN CHANGED FROM PRIOR YEAR.