2026-04-04T05:59:59-05:00 2025-06-30 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2024-07-01 043642025 LIFE SERVICES ALTERNATIVES INC LIFE 4087273493 260 W HAMILTON AVE CAMPBELL CA 95008 DANA HOOPER EXECUTIVE DIRECTOR 4087273493 2026-03-27 1 1 FRANK H SMITH P00639053 2022274000 2026-03-27 2024 2025-03-06 01:10:19Z DANA HOOPER 260 W HAMILTON AVE CAMPBELL CA 95008 26631726 0 X WWW.LSAHOMES.ORG X 2002 CA TO PROVIDE COMMUNITY-BASED LIVING AND SERVICES FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES. 17 17 216 17 0 0 17203122 18815271 16400 20320 158104 249375 0 0 17377626 19084966 0 0 0 0 12694345 13965569 0 0 177364 4652540 4437029 17346885 18402598 30741 682368 16383051 17443750 5698540 5876385 10684511 11567365 LSA PROVIDES EXCEPTIONAL COMMUNITY-BASED LIVING EXPERIENCES AND SERVICES FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES. 0 0 15754913 20320 LIFE SERVICES ALTERNATIVES, INC. (LSA) PROVIDES RESIDENTIAL SERVICES AND SUPPORT FOR CONSUMERS WHO HAVE BEEN DIAGNOSED AS HAVING DEVELOPMENTAL DISABILITIES. LSA OPERATES TWELVE HOMES WITH FIVE CONSUMERS EACH, UNDER CONTRACTS WITH SAN ANDREAS REGIONAL CENTER, INC. (SARC), WHICH ARE FUNDED THROUGH CONTRACTS WITH THE DEPARTMENT OF DEVELOPMENTAL SERVICES (DDS) OF THE STATE OF CALIFORNIA UNDER THE LANTERMAN DEVELOPMENTAL DISABILITIES SERVICES ACT. THE $18,291,060 OF DIRECT GOVERNMENT FUNDING RECEIVED FOR SERVICES RENDERED UNDER THE SARC CONTRACTS IS CHARACTERIZED AS GOVERNMENT GRANT REVENUE IN ACCORDANCE WITH THE IRS INSTRUCTIONS. 15754913 1 1 0 0 0 0 0 0 0 0 1 0 0 0 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 1 162 0 1 216 1 0 0 0 0 0 0 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 0 0 0 CA X DUANE WONG 6508928068 260 W HAMILTON AVE CAMPBELL CA 95008 JOHN PENCER PRESIDENT 0.50 X X 0 0 0 TINA UNDERWOOD VICE PRESIDENT 0.50 X X 0 0 0 MICHAEL PHILLIPS TREASURER 0.50 X X 0 0 0 CHRISTINE WANG SECRETARY 0.50 X X 0 0 0 CHRIS BURKE BOARD MEMBER 0.50 X 0 0 0 SANDRA CASTELLANO BOARD MEMBER 0.50 X 0 0 0 GREG DALZELL BOARD MEMBER 0.50 X 0 0 0 MIMI GIANNINI BOARD MEMBER 0.50 X 0 0 0 DAVID HOVDA BOARD MEMBER 0.50 X 0 0 0 MAURICE LEIBENSTERN BOARD MEMBER 0.50 X 0 0 0 BOB MARSHALLA BOARD MEMBER 0.50 X 0 0 0 STEVEN MINCHEN BOARD MEMBER 0.50 X 0 0 0 LEE NELSON BOARD MEMBER 0.50 X 0 0 0 MATTHEW NORRIS BOARD MEMBER UNTIL 12/24 0.50 X 0 0 0 RAMASWAMY RANGANATHAN BOARD MEMBER 0.50 X 0 0 0 SUPRIYA RAO BOARD MEMBER AS OF 03/25 0.50 X 0 0 0 AHMED TAUFIQ BOARD MEMBER 0.50 X 0 0 0 OLENKA VILLARREAL BOARD MEMBER UNTIL 09/24 0.50 X 0 0 0 BRUCE WOLFE BOARD MEMBER 0.50 X 0 0 0 DANA HOOPER EXECUTIVE DIRECTOR 48.00 X 202179 0 23142 DUANE WONG CHIEF FINANCIAL OFFICER 48.00 X 147540 0 39294 SHARMEAN HEFFERNAN VP PROGRAM OPERATIONS 48.00 X 136318 0 5626 JOSEPH LANSANA HOME ADMINISTRATOR 48.00 X 122706 0 16013 ARMIE TANCINCO HOME ADMINISTRATOR 48.00 X 130265 0 4186 SUSAN LERITZ VP PROGRAM OPERATIONS 48.00 X 119960 0 18345 858968 0 106606 7 0 1 0 0 18291060 524211 18815271 HUMBOLT COTTAGE 531110 20320 20320 20320 170713 170713 7625422 7546760 78662 78662 78662 19084966 20320 0 249375 225321 168990 56331 11177414 9760806 1350881 65727 148805 131198 17082 525 1507017 1308927 187246 10844 907012 777987 119758 9267 13623 13623 80271 80271 24997 24997 1030434 945479 84955 2290 1100 892 298 231571 170240 56531 4800 101485 13732 87753 1498151 1416648 74951 6552 95091 83880 8901 2310 236333 211379 24954 349959 305034 42942 1983 CARE & SERVICE EXPENSES 621424 572106 36695 12623 ANNUAL NEWSLETTER 78854 5231 72204 1419 TRAINING 36586 33896 2690 LICENSES AND PERMITS 14738 7078 5740 1920 21222 10192 8265 2765 18402598 15754913 2470321 177364 171151 327472 698703 517885 1474339 2282630 142218 143313 11334560 2142767 9196024 9191793 4123451 4441166 577165 539491 16383051 17443750 1395947 1732997 3798860 3681706 503733 461682 5698540 5876385 X 10673524 11556378 10987 10987 10684511 11567365 16383051 17443750 682368 200486 0 X 0 1 X 1 0 X 14742312 15563189 16295207 17203122 18815271 82619101 14742312 15563189 16295207 17203122 18815271 82619101 82619101 47689 60540 100663 117314 170713 496919 83116020 87630 0.99400 0.99500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3871033 3871033 6375718 1156447 5219271 10666 10666 0 119935 96001 23934 957208 879653 77555 9191793 CONTRACT LIABILITIES 65408 HUMBOLDT RENT SECURITY DEPOSIT 1750 LEASE LIABILITIES 394524 461682 X 19260455 200486 200486 19059969 24997 24997 19084966 18377601 0 18377601 24997 24997 18402598 PART X, LINE 2: THE ORGANIZATION IS A QUALIFIED ORGANIZATION EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE. U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE THE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN AND HAS CONCLUDED THAT AS OF JUNE 30, 2025, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A TAX LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS, HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS PENDING OR IN PROGRESS. IT IS THE ORGANIZATION'S POLICY TO RECOGNIZE INTEREST AND /OR PENALTIES RELATED TO UNCERTAINTY IN INCOME TAXES, IF ANY, IN INCOME TAX OR INTEREST EXPENSE. AS OF JUNE 30, 2025, THE ORGANIZATION HAD NO ACCRUALS FOR INTEREST AND/OR PENALTIES. X 0 0 0 0 0 0 0 0 0 DANA HOOPER EXECUTIVE DIRECTOR 202179 0 0 0 0 0 4152 0 18990 0 225321 0 0 0 DUANE WONG CHIEF FINANCIAL OFFICER 147540 0 0 0 0 0 3319 0 35975 0 186834 0 0 0 FORM 990, PART I, LINES 8 AND 9: FOR THE FISCAL YEAR ENDED JUNE 30, 2024 AND JUNE 30, 2023, LSA REPORTED $16,645,075 AND $15,897,830 OF "STATE CONTRACT REVENUE - CLIENT SERVICES" IN ITS AUDITED FINANCIAL STATEMENTS. THIS REVENUE REPRESENTS DIRECT GOVERNMENT FUNDING FOR SERVICES TO BENEFIT THE GENERAL PUBLIC. THE IRS INSTRUCTIONS FOR THE FORM 990 STATE THAT GOVERNMENT FUNDING FOR SERVICES THAT BENEFIT THE GENERAL PUBLIC SHOULD BE TREATED AS GOVERNMENT GRANTS THROUGHOUT THE FORM 990. THEREFORE, IN THE 2023 AND 2022 FEDERAL FORM 990, LSA IS CHARACTERIZING THE STATE CONTRACT REVENUE AS GOVERNMENT GRANTS INSTEAD OF PROGRAM SERVICE REVENUE IN ACCORDANCE WITH THE IRS INSTRUCTIONS. FORM 990, PART VI, SECTION B, LINE 11B THE CONTROLLER AND EXECUTIVE DIRECTOR WILL REVIEW THE FEDERAL FORM 990, PREPARED BY CPAS, FOR ACCURACY AND CONSISTENCY. THE FORM 990 IS THEN PROVIDED TO THE BOARD OF DIRECTORS BEFORE FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C LIFE SERVICES ALTERNATIVES, INC. REQUIRES ITS DIRECTORS AND EMPLOYEES TO FILL OUT A CONFLICT OF INTEREST DISCLOSURE ANNUALLY TO ENSURE THAT THEY HAVE NOT ENGAGED IN ANY TRANSACTIONS THAT COULD BE CONSIDERED A CONFLICT. TO ENSURE THAT LIFE SERVICES ALTERNATIVES OPERATES IN A MANNER CONSISTENT WITH ITS CHARITABLE PURPOSES AND ITS STATUS AS AN ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX, THE BOARD OF DIRECTORS AUTHORIZE AND OVERSEE AN ANNUAL REVIEW OF THE ADMINISTRATION OF THE CONFLICT OF INTEREST POLICY AND PROCEDURES. THE REVIEW MAY BE WRITTEN OR ORAL. THE REVIEW CONSIDERS THE LEVEL OF COMPLIANCE WITH THE POLICY AND PROCEDURES, THE CONTINUING SUITABILITY OF THE POLICY AND PROCEDURES, AND WHETHER THE POLICY AND/OR PROCEDURES SHOULD BE MODIFIED AND IMPROVED. FORM 990, PART VI, SECTION C, LINE 19 LIFE SERVICES ALTERNATIVES, INC. PROVIDES GENERAL FINANCIAL INFORMATION ON ITS WEBSITE AND UPON REQUEST.