2026-04-30T14:59:43-05:00 2025-06-30 946214841 ARMANINO ADVISORY LLC 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2024-07-01 237275290 ENCOMPASS COMMUNITY SERVICES ENCO 8314691700 380 ENCINAL ST 200 SANTA CRUZ CA 95060 KIM MORRISON CHIEF FINANCIAL OFFICER 8314691700 2026-04-30 1 1 WANWAN ZHANG P01317662 9257902600 2026-04-30 2024 2025-03-06 01:10:19Z KIM MORRISON 380 ENCINAL ST 200 SANTA CRUZ CA 95060 40887176 0 X WWW.ENCOMPASSCS.ORG X 1973 CA ENCOMPASS COMMUNITY SERVICES BELIEVES THAT HEALTH ISN'T JUST SOMETHING (CONTINUED ON SCHEDULE O) WE GET AT THE DOCTOR'S OFFICE; IT STARTS IN OUR FAMILIES, IN OUR SCHOOLS AND WORKPLACES, IN OUR NEIGHBORHOODS. WE ADDRESS THE CONDITIONS IN WHICH PEOPLE IN OUR COMMUNITY LIVE SO THAT EVERYONE HAS THE BENEFIT OF A LONG, HEALTHY LIFE. 8 8 491 104 0 0 17526513 22276985 19151060 18574332 0 0 76316 35859 36753889 40887176 0 0 0 0 25727409 26635999 0 0 11514 9524892 9308958 35252301 35944957 1501588 4942219 11046243 16234362 10595174 10841074 451069 5393288 X ENCOMPASS COMMUNITY SERVICES BELIEVES THAT HEALTH ISN'T JUST SOMETHING WE GET AT THE DOCTOR'S OFFICE; IT STARTS IN OUR FAMILIES, IN OUR SCHOOLS AND WORKPLACES, IN OUR NEIGHBORHOODS. WE ADDRESS THE CONDITIONS IN WHICH PEOPLE IN OUR COMMUNITY (CONTINUED ON SCHEDULE O) LIVE SO THAT EVERYONE HAS THE BENEFIT OF A LONG, HEALTHY LIFE. 0 0 12963539 8053601 INTEGRATED BEHAVIORAL HEALTH-ADULT PROVIDES TREATMENT SERVICES FOR PERSONS WITH SUBSTANCE USE AND/OR MENTAL HEALTH DISORDERS AND DRINKING DRIVER PSYCHOEDUCATIONAL SERVICES. THE GOAL IS TO SUPPORT CLIENTS TO ESTABLISH A SATISFYING LIFE AND IMPROVE THEIR ABILITY TO FUNCTION. IN 2024 TAX YEAR WE SERVED: 345 ADULT CLIENTS IN OUTPATIENT AND RESIDENTIAL SERVICES FOR SUBSTANCE USE DISORDER; 911 IN ITS DRINKING DRIVER PROGRAMS; 198 IN ITS RESIDENTIAL MENTAL HEALTH SERVICES; 76 IN OUR ADULT PEER RESPITE MENTAL HEALTH RESIDENTIAL PROGRAM. 10470784 6531204 HEAD START/EARLY HEAD START. THE GOAL OF EARLY CHILDHOOD EDUCATION IS TO INTERRUPT THE CYCLE OF POVERTY BY PREPARING THE MOST VULNERABLE CHILDREN AND FAMILIES TO SUCCEED IN THEIR EDUCATIONAL GOALS AND IN LIFE. SERVICES INCLUDE HIGH QUALITY EARLY EDUCATION WITH COMPREHENSIVE WRAP AROUND SERVICES FOR THE CHILD AND THEIR FAMILY. IN 2024 TAX YEAR THE HEADSTART/EARLY HEADSTART PROGRAM SERVED 255 CHILDREN AND THEIR RELATED FAMILY MEMBERS. 4748151 2890606 INTEGRATED BEHAVIORAL HEALTH - YOUTH PROVIDES TREATMENT SERVICES FOR YOUTH AT RISK FOR/WITH SUBSTANCE USE AND/OR MENTAL HEALTH DISORDERS AND THEIR FAMILIES. THE GOAL IS TO SUPPORT YOUTH AND FAMILIES TO IMPROVE INDIVIDUAL AND FAMILY FUNCTIONING AND WELLBEING. IN 2024 TAX YEAR WE SERVED : 99 YOUTH CLIENTS IN OUTPATIENT SERVICES FOR SUBSTANCE USE DISORDER; 323 IN OUTPATIENT MENTAL HEALTH SERVICES (DOES NOT INCLUDE FAMILIES TOGETHER CLIENTS NOT IN AVATAR); AND 390 IN SCHOOL-BASED, IN-CUSTODY, OR PROBATION-REFERRED SETTINGS (INCLUDES STAR). 1764245 1134780 HEALTH & HOUSING - PROVIDES TEMPORARY TO LONG TERM SOLUTIONS FOR AT-RISK YOUTH & ADULTS, ALONG WITH THEIR DEPENDENTS, FROM SUFFERING FROM HOUSING AND FOOD INSTABILITY. THE GOAL IS TO SUPPORT YOUTH AND FAMILIES TO PROVIDE STABLE HOUSING AND DAILY NECESSITIES WHILE ACQUIRING THE SKILLS AND RESOURCES NECESSARY TO BECOME SELF-SUFFICIENT/RELIANT. IN 2024 TAX YEAR WE SERVED SERVED: 238 CLIENTS IN OUR ENHANCED CASE MANAGEMENT AND COMMUNITY SUPPORTS PROGRAM; 533 IN OUR DOWNTOWN OUTREACH PROGRAM (INCLUDES POSSIBLE DUPLICATES); 68 IN OUT HOUSING SUPPORT PROGRAM, AND 51 IN OUR CASE MANAGEMENT PROGRAM FOR PERSONS WITH HIV/AIDS (SCAP I BELIEVE CLOSED ON 6/30/23). 1764245 1134780 29946719 1 1 0 0 0 0 0 0 1 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 1 0 0 0 1 1 0 0 0 1 68 0 1 491 1 0 0 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 KIM MORRISON 8314691700 380 ENCINAL STREET SUITE 200 SANTA CRUZ CA 95060 ELAINE JOHNSON CHAIRPERSON 2.50 X X 0 0 0 CASSANDRA HAFLEY POLICY COUN. CHAIR. (THRU 10/24) 2.50 X X 0 0 0 SARAI JIMENEZ POLICY COUN. CHAIR. (START 10/24) 2.50 X X 0 0 0 MYRA RODRIGUEZ SECRETARY 2.50 X X 0 0 0 STEVE GLYNN TREASURER 2.50 X X 0 0 0 ASHLEY CARRIVEAU AT-LARGE 2.50 X 0 0 0 WILMA GOLD AT-LARGE 2.50 X 0 0 0 ORIANA NOLAN AT-LARGE 2.50 X 0 0 0 SUZANNE WILLIS AT-LARGE 2.50 X 0 0 0 MONICA MARTINEZ CHIEF EXECUTIVE OFF. (THRU 1/25) 40.00 X 181613 0 8790 KIM MORRISON CHIEF FINANCIAL OFFICER 40.00 X 153688 0 19565 LISA RUSSELL CHIEF PROGRAMS OFFICER 40.00 X 133212 0 7890 LINDA ALVES CHIEF OPERATING OFFICER 40.00 X 141441 0 12539 ANNE ADAMSON CFDP DIRECTOR 40.00 X 128605 0 4401 JANE JENNINGS DIRECTOR, HUMAN RESOURCES 40.00 X 120264 0 14125 SARA ANDERSON DIR. ADU INTEG BEHAV HLTH 30.00 X 125449 0 900 984272 0 68210 15 0 1 0 OTTO CONSTRUCTION AUSONIO INC - ACH BANK SACRAMENTO CA 95811 CONSTRUCTION SERVICES 774047 GOLD COAST PLUMBING SERVICES INC - ACH V PO BOX 557 FREEDOM CA 95019 MAINTENANCE REPAIR 411804 LEELIA FRANCK MD 595 HILLCREST DR FELTON CA 95018 MEDICAL CONSULTANT 353161 CHEFABLES PO BOX 557 SOUTH SAN FRANCISCO CA 94083 FOOD SERVICE 343372 AUSONIO INC - ACH BANK 11420-A COMMERCIAL PARKWAY CASTROVILLE CA 95012 CONSTRUCTION SERVICES 317978 13 437500 20666376 1173109 59335 22276985 FEE FOR SERVICE CONTRA 900099 18104149 18104149 CONTRACTS WITH BUSINES 541900 411229 411229 RENTS 900099 58954 58954 18574332 REFUNDS AND OTHER REVE 517000 35859 35859 35859 40887176 18610191 0 0 425810 425810 21167545 17902454 3265091 94018 78160 15858 3354682 2837508 517174 1593944 1325088 268856 106487 17022 89465 116866 18682 98184 1013324 726764 286560 17024 14602 2422 1523746 1200793 322953 43534 35618 7916 3530938 3237903 293035 492206 434843 57363 34555 33412 1143 21734 21734 110585 386 110199 309486 202313 107173 CLIENT SUPPORT AND CARE 1872823 1866155 6668 FUNDRAISING EXPENSES 11514 11514 104136 15016 89120 35944957 29946719 5986724 11514 1461301 2529313 11947 3917949 3205224 142340 227089 12418390 5246353 3328338 7172037 2184368 3100699 11046243 16234362 2392985 2712979 3722591 3364246 219158 110875 436814 405842 438790 0 3384836 4247132 10595174 10841074 X 267549 5191095 183520 202193 451069 5393288 11046243 16234362 4942219 0 X 0 1 X 1 1 1 X 18693390 17230828 16896493 17564882 22276985 92662578 11637619 12974476 15023589 19227376 18610191 77473251 30331009 30205304 31920082 36792258 40887176 170135829 3400 4395 11275 1975 2210 23255 0 3400 4395 11275 1975 2210 23255 170112574 4 3 7 4 3 7 30331013 30205307 31920082 36792258 40887176 170135836 0.99990 0.99980 0.00000 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 1103828 1103828 2871663 2397269 474394 2375768 1745989 629779 1140917 1103095 37822 4926214 4926214 7172037 SECURITY DEPOSITS -3856 PREPAID WORKERS COMP 65298 RIGHT OF USE ASSETS 3030652 EMPLOYEE REIMBURSEMENTS 8605 3100699 LEASE LIABILITY 2978923 REFUNDABLE ADVANCE 593209 CONTINGENT LIABILITY 675000 4247132 X 41655409 780709 46859 827568 40827841 59335 59335 40887176 36713190 780709 46859 827568 35885622 59335 59335 35944957 PART IV, LINE 2B: ENCOMPASS CONTRACTS WITH THE COUNTY OF SANTA CRUZ TO SERVE AS REPRESENTATIVE PAYEE FOR UP TO 315 CLIENTS. AS OF JUNE 30, 2025, CASH AND CASH EQUIVALENTS AND SHORT-TERM INVESTMENTS INCLUDED $110,875 WHICH WERE ALSO RECORDED AS PAYABLES SINCE THESE MONIES ARE FOR CLIENT FUNDS, PRIMARILY CONSISTING OF SOCIAL SECURITY BENEFITS. SUCH AMOUNTS ARE NOT ASSETS OWNED BY OR CONTRIBUTED TO ENCOMPASS. PART X, LINE 2: ENCOMPASS IS A QUALIFIED ORGANIZATION EXEMPT FROM FEDERAL INCOME AND CALIFORNIA FRANCHISE TAXES UNDER THE PROVISIONS OF SECTIONS 501(C)(3) OF THE INTERNAL REVENUE CODE AND 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE, RESPECTIVELY. ENCOMPASS RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED, AND CHANGES IN RECOGNITION OR MEASUREMENT ARE REFLECTED IN THE PERIOD IN WHICH THE CHANGE IN JUDGMENT OCCURS. ENCOMPASS HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF JUNE 30, 2025 AND 2024, IT DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. PART XI, LINE 2D - OTHER ADJUSTMENTS: NON-FEDERAL MATCH REVENUE 46,859. PART XI, LINE 4B - OTHER ADJUSTMENTS: ADDITIONAL INKIND CONTRIBUTION 59,335. PART XII, LINE 2D - OTHER ADJUSTMENTS: NON-FEDERAL MATCH REVENUE 46,859. PART XII, LINE 4B - OTHER ADJUSTMENTS: ADDITIONAL INKIND CONTRIBUTION 59,335. X X X 0 0 0 0 0 0 0 0 0 MONICA MARTINEZ CHIEF EXECUTIVE OFF. (THRU 1/25) 181613 0 0 0 0 0 900 0 7890 0 190403 0 0 0 KIM MORRISON CHIEF FINANCIAL OFFICER 153688 0 0 0 0 0 900 0 18665 0 173253 0 0 0 LINDA ALVES CHIEF OPERATING OFFICER 141441 0 0 0 0 0 900 0 11639 0 153980 0 0 0 X MONTEREY AQUARIUM TICKETS 1 59335 FAIR MARKET VALUE 0 0 0 0 PART I, COLUMN (B): THIS NUMBER INDICATES THE NUMBER OF CONTRIBUTORS, NOT THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE ORGANIZATION'S CHAIR. AFTER A FULL REVIEW (WITH MODIFICATIONS WHERE NECESSARY), THE FINAL VERSION OF THE TAX RETURN IS PROVIDED TO THE BOARD OF DIRECTORS. THE RETURN IS THEN FINALIZED AND ELECTRONICALLY FILED WITH THE TAXING AUTHORITIES. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES BOARD TRUSTEES TO ANNUALLY DECLARE POTENTIAL CONFLICTS OF INTEREST. BOARD MEMBERS ARE REQUIRED TO RECUSE THEMSELVES FROM VOTING IN ANY MATTER WHERE A CONFLICT REALIZED OR PERCEIVED MAY BE PRESENT. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION'S BOARD OPERATIONS COMMITTEE INSTRUCTS THE FISCAL OFFICER, ON AN ANNUAL BASIS, TO REVIEW A SALARY SURVEY OF NON-PROFITS IN THE NORTHERN CALIFORNIA REGION, INCLUDING SANTA CRUZ COUNTY, COMPARING AGENCIES OF LIKE SIZE AND LIKE FUNCTION. THE FISCAL OFFICER REPORTS THE INFORMATION TO THE OPERATIONS COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON RECEIVING WRITTEN REQUEST. ENCOMPASS PROPERTY MANAGEMENT LLC 380 ENCINAL ST STE 200 SANTA CRUZ CA 95060 843523247 PROPERTY MANAGEMENT CA 0 0 ENCOMPASS COMMUNITY SERVICES CFSC 303 WATER STREET NUMBER 10 SANTA CRUZ CA 96060 942785529 PROPERTY MANAGEMENT CA 501(C)(3) LINE 12C, III-FI N/A 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0