2026-01-25T17:05:36-06:00 2025-06-30 930623286 ALDRICH CPAS AND ADVISORS LLP 1903 WRIGHT PLACE 180 CARLSBAD CA 92008 990 2024-07-01 237279074 UNION OF PAN ASIAN COMMUNITIES UNIO 6192326454 1031 25TH STREET SAN DIEGO CA 92102 WENDY URUSHIMA-CONN PRESIDENT/CEO 6192326454 2026-01-23 1 1 DEBRA D SMITH CPA P00646873 7604318440 2026-01-23 2024 2025-03-06 01:10:19Z WENDY URUSHIMA-CONN 1031 25TH STREET SAN DIEGO CA 92102 17085032 0 X WWW.UPACSD.COM X 1975 CA STRENGTHEN AND EMPOWER THE DIVERSE, UNDERSERVED AND VULNERABLE COMMUNITIES OF SAN DIEGO. 5 5 288 25 0 0 942046 324674 17585733 16742553 51187 17805 63911 0 18642877 17085032 65100 48450 0 0 12991307 12658192 0 0 17292 5891453 5622939 18947860 18329581 -304983 -1244549 8219323 6221502 4379003 3594391 3840320 2627111 X TO IMPROVE THE GENERAL WELL-BEING AND EDUCATION OF THE ASIAN, PACIFIC ISLANDER AND OTHER ETHNIC COMMUNITIES OF SAN DIEGO COUNTY. UPAC RECOGNIZES THE DIVERSE ETHNIC AND CULTURAL IDENTITIES AND STRENGTHS OF THESE COMMUNITIES AND THEIR NEED FOR SELF-SUFFICIENCY. 0 0 7481998 8912449 ADULT AND OLDER ADULT MENTAL HEALTH SERVICES PROVIDE MENTAL HEALTH SERVICES FOR ADULTS, OLDER ADULTS AND TRANSITION-AGED YOUTH (AGES 18-24) INCLUDING PREVENTION AND EARLY INTERVENTION, OUTREACH AND EDUCATION, CRISIS INTERVENTION, PSYCHIATRIC EVALUATION, INDIVIDUAL AND GROUP PSYCHOTHERAPY, CASE MANAGEMENT, MEDICATION MANAGEMENT AND SUPPORT EMPLOYMENT SERVICES. DURING THE FISCAL YEAR ENDED ON JUNE 30, 2025, WE SERVED APPROXIMATELY 3,142 CLIENTS WITH 20,456 VISITS AND 467 SCREENINGS AND 1,662 OUTREACH. 3362654 3232440 CHILD & ADOLESCENT MENTAL HEALTH SERVICES CHILDREN'S MENTAL HEALTH (CMH) IS AN OUTPATIENT, CLINIC-BASED AND SCHOOL-BASED PROGRAM WHICH PROVIDES MENTAL HEALTH, CASE MANAGEMENT AND PSYCHIATRIC SERVICES TO MEDI-CAL BENEFICIARIES AND UNINSURED INDIVIDUALS UP TO AGE 21 IN THE CENTRAL AND SOUTHEAST REGIONS AND NORTH COUNTY OF SAN DIEGO COUNTY. THE PROGRAM COLLABORATES WITH AND PROVIDES SERVICES AT 11 SCHOOLS IN THE CENTRAL AND 4 SCHOOLS IN NORTH COUNTY REGIONS OF SAN DIEGO COUNTY. SERVICES ALSO INCLUDE AN INTENSIVE CASE MANAGEMENT FULL-SERVICE PARTNERSHIP (FSP) PROGRAM. THE CMH PROGRAM HAS THE ALCOHOL AND DRUG FSP PROGRAM TO INTEGRATE ALCOHOL AND DRUG COUNSELORS TO MENTAL HEALTH SERVICES TO IDENTIFY AND SCREEN CLIENTS WHO EXHIBIT SUBSTANCE USE PROBLEMS. DURING THE FISCAL YEAR THAT ENDED ON JUNE 30, 2025, WE SERVED 289 CLIENTS WITH 7302 VISITS, 290 SCREENINGS.MULTICULTURAL COMMUNITY COUNSELING (MCC) PROVIDES INTENSIVE OUTPATIENT BEHAVIORAL HEALTH SERVICES, CASE MANAGEMENT, PSYCHOTHERAPY, CRISIS INTERVENTION, AND MEDICATION MANAGEMENT FOR SERIOUSLY EMOTIONALLY DISTURBED CHILDREN AGES 5 TO 20 AND FAMILIES UTILIZING A COMPREHENSIVE APPROACH THAT IS COMMUNITY BASED, CLIENT AND FAMILY DRIVEN, TRAUMA INFORMED, AND CULTURALLY COMPETENT. THE FOCUS OF THIS PROGRAM IS TO PROVIDE SERVICES TO UNDERSERVED ASIAN AND PACIFIC ISLANDER (API) AND LATINO SERIOUSLY EMOTIONALLY DISTURBED CLIENTS WITH EMPHASIS ON API COMMUNITIES. MCC IS CONTRACTED TO 4 SCHOOLS IN THE CENTRAL AND NORTH CENTRAL REGION OF SAN DIEGO COUNTY AND PROVIDES COMMUNITY-BASED SERVICES TO ALL 6 HHSA REGIONS OF SAN DIEGO COUNTY. DURING THE FISCAL YEAR ENDED ON JUNE 30, 2024, WE SERVED 154 CLIENTS WITH 4,011 VISITS 202 SCREENINGS AND 467 COMMUNITY OUTREACH CONTACTS. 4332093 4152467 ALCOHOL & DRUG TREATMENT SERVICES (AOD) PROVIDES ALCOHOL AND OTHER DRUG TREATMENT, RECOVERY AND EDUCATION TO ADULTS AND ADOLESCENTS. AOD SERVICES INCLUDE GROUP COUNSELING, CRISIS INTERVENTION, INDIVIDUAL AND FAMILY COUNSELING, RELAPSE PREVENTION, STRESS MANAGEMENT, CASE MANAGEMENT, TRANSLATION AND INTERPRETATION, CONTINGENCY MANAGEMENT AND EMPLOYMENT ASSISTANCE. THE PROGRAM'S GOAL IS TO ASSIST CLIENTS IN BECOMING ALCOHOL AND DRUG-FREE. DURING THE FISCAL YEAR ENDED ON JUNE 30, 2025, WE SERVED 581 CLIENTS WITH 21,439 VISITS. UPAC PROBLEM GAMBLING SERVICES OFFERS INTENSIVE OUTPATIENT (PG-IOP) AND OUTPATIENT GROUPS (PG-OP GROUPS) TREATMENT TO ANY ADULT RESIDENT OF CALIFORNIA WHO HAS A GAMBLING ADDICTION. FUNDED BY THE CALIFORNIA OFFICE OF PROBLEM GAMBLING, THROUGH THE UCLA GAMBLING STUDIES PROGRAM, NO-COST COUNSELING IS PROVIDED TO THE GAMBLER IN THE FORM OF EDUCATIONAL AND PROCESS GROUPS, ONE-ON-ONE COUNSELING WITH A LICENSED CALGETS CLINICIAN, FINANCIAL COUNSELING THROUGH GAMFIN, PEER SUPPORT, AND CASE MANAGEMENT SERVICES AS NEEDED. DURING THE FISCAL YEAR ENDED ON JUNE 30, 2025, THE PROGRAM SERVED 80 CLIENTS 1272365 48450 445197 COMMUNITY COUNTY-WIDE VIOLENCE RESPONSE TEAM (CCVRT) PROVIDES NEEDED SUPPORT AND SERVICES TO VICTIMS OF AND WITNESSES TO COMMUNITY VIOLENCE IN ORDER TO MITIGATE THE NEGATIVE EFFECTS OF VIOLENCE IN A MANNER THAT IS CULTURALLY APPROPRIATE. SUPPORTIVE SERVICES INCLUDE, BUT NOT LIMITED TO, THERAPEUTIC SUPPORT, SHORT-TERM SYSTEM NAVIGATION ASSISTANCE, CASE MANAGEMENT, CRISIS INTERVENTION, GRIEF COUNSELING, AS WELL AS LINKAGES AND REFERRALS TO COMMUNITY PARTNERS AND OTHER NEEDED SERVICES. CVRT WILL ALSO PROVIDE SUPPORTS AND INTERVENTIONS THAT ARE DESIGNED TO BUILD AND/OR INCREASE COMMUNITY RESILIENCY AND COMBAT THE NEGATIVE EFFECTS OF VIOLENCE. CVRT WILL ALSO AIM TO ENHANCE THE SKILLS OF PROVIDERS, SCHOOLS, COMMUNITY-BASED AND FAITH-BASED ORGANIZATIONS TO ENSURE COORDINATED AND NEIGHBORHOOD RESPONSE TO GANG/COMMUNITY VIOLENCE. DURING THE FISCAL YEAR ENDED ON JUNE 30, 2025, WE SERVED 684 UNDUPLICATED CLIENTS AND 240 PRE-EXISTING DIRECT SERVICES CLIENTS, 3,448 REPONSES HOURS, AND 1,173 CLIENT OUTREACH HOURS, 17 NUMBER OF COMMUNITY EVENTS, 1,885 CLIENT BRIEFING HOURS. YOUTH SUCCESS INITIATIVE (YSI) IS A MENTORING PROGRAM DESIGNED TO PROVIDE MEANINGFUL AND IMPACTING MENTORSHIP TO TWO CATEGORIES OF YOUTH - GANG INVOLVED AND AT RISK. YOUTH ARE SCREENED AND ASSESSED AND THEN MATCHED WITH DIVERSE MENTORS BASED ON THE YOUTH'S STRENGTHS AND INTERESTS. THE ACTIVITIES MAY INVOLVE MANY INTERACTIONS INCLUDING ACADEMIC, SOCIAL, RECREATIONAL, AND EMPLOYMENT. IN ADDITION TO THE YOUTH MENTORSHIP COMPONENT, YOUTH SUCCESS INITIATIVE ALSO PROVIDES WALK AND KNOCKS TO THREE TARGET AREAS OF SAN DIEGO LOGAN HEIGHTS, CITY HEIGHTS, AND SOUTHEAST SAN DIEGO. WALK AND KNOCKS ARE LED BY YSI AND INVOLVE COLLABORATION WITH OTHER COMMUNITY AGENCIES AND LAW ENFORCEMENT THAT PROVIDE RESOURCES AND INFORMATION DIRECTLY TO THE NEIGHBORHOODS GOING HOUSE-TO-HOUSE OF THESE TARGET AREAS. IN ADDITION, COMMUNITY FORUMS ARE HELD IN EACH REGION THAT PROVIDES A VENUE FOR COMMUNITY MEMBERS TO DISCUSS IMPORTANT MATTERS THAT IMPACT THEIR FAMILIES AND NEIGHBORHOOD AND RECEIVE SUPPORT FROM THE YOUTH SUCCESS INITIATIVE TEAM AND THEIR PARTNERS. DURING THE FISCAL YEAR ENDED ON JUNE 30TH, 2025, WE MENTORED 100 YOUTH, 100 UNDUPLICATED YOUTH, PROVIDED 16 COMMUNITY FORUMS, AND CONDUCTED 24 WALK AND KNOCKS.THE NEIGHBORHOOD ENTERPRISE CENTER (NEC) AND TIMMY'S PLACE PIZZERIA AND PRINT ARE SOCIAL ENTERPRISE PROGRAMSREVENUE GENERATING BUSINESSES WITH A SOCIAL MISSION. WHEN YOU EAT AND SHOP AT NEC AND TIMMY'S PLACE YOU RECEIVE QUALITY FOOD AND MERCHANDISE AND HELP IMPROVE THE LIVES OF SAN DIEGO YOUTH! ALL REVENUE GENERATED FROM EACH SOCIAL ENTERPRISE GOES INTO THE ON-GOING OPERATION OF THE PROGRAM, PROVIDING JOBS AND OPPORTUNITIES FOR AT-RISK YOUTH. 1272365 48450 445197 16449110 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 43 0 288 1 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X SARAH FERRY CFO 6192326454 1031 25TH STREET SAN DIEGO CA 92102 PEIFEN SOPHIA SECRETARY 1.00 X X 0 0 0 DAISY S HOM CPA BOARD CHAIR 1.00 X X 0 0 0 DUNG V HUYNH MD TREASURER 1.00 X X 0 0 0 BOBBIE OUDINARATH DIRECTOR 1.00 X 0 0 0 FELIX C SABLAN DIRECTOR 1.00 X 0 0 0 ANNETTE PHAN DELCAMP CHIEF FINANCIAL OFFICER 40.00 X 138334 0 9901 MARGARET IWANAGA PENROSE PRESIDENT & CEO 40.00 X 164232 0 2529 WENDY URUSHIMA-CONN DEFACTO OFFICER 0.00 X 0 0 0 RYAN BOLT NURSE PRACTIONER 40.00 X 125457 0 1716 TEMITAYO OLAGBEMI NURSE PRACTIONER 40.00 X 130660 0 1767 KAREN TRACY COLLICA NURSE PRACTIONER 40.00 X 165232 0 3919 ORIANA HASHEMI-TOROGHI NURSE PRACTIONER 40.00 X 217432 0 10512 RONA HAUSSER NURSE PRACTIONER 40.00 X 219397 0 10903 1160744 0 41247 10 0 1 0 FERNANDEZ TELECOM 6168 PRIMROSE DRIVE LA MESA CA 91942 REMODELING SERVICES 296965 ELAINE ROGERS LAWYER APC 5190 GOVERNOR DRIVE STE 108 SAN DIEGO CA 92122 CONTRACTS/EMPLOYMENT 106216 2 96 324578 324674 FEES & CONTRACTS 900099 16276871 16276871 NEIGHBORHOOD ENTERPRISE CENTER 900099 445197 445197 CLIENT FEES 561000 10809 10809 OTHER INCOME 900099 9676 9676 16742553 17805 17805 17085032 16742553 0 17805 48450 48450 311089 311089 10302067 9788384 506278 7405 1259777 1187534 72163 80 785259 729362 55385 512 83503 83503 81389 2000 79389 824632 488529 335912 191 28240 15096 12869 275 450638 419758 29264 1616 500420 391944 108319 157 1816600 1766269 48866 1465 83208 71137 11643 428 35625 35625 353920 318458 34909 553 220635 208188 12093 354 CLIENT ASSISTANCE 861125 838628 22081 416 OTHER EXPENSES 189131 91794 93859 3478 TRAINING/STAFF 51107 48268 2477 362 EQUIPMENT AND REPAIRS 42766 35311 7455 0 18329581 16449110 1863179 17292 546811 465124 354412 389849 3158735 2107697 73408 593 0 10965 37609 45590 4587713 3457079 1385205 1130634 35563 37240 2627580 2033810 8219323 6221502 1246874 1328178 411036 163956 2721093 2102257 4379003 3594391 X 2832609 2018428 1007711 608683 3840320 2627111 8219323 6221502 -1244549 31340 0 X 0 1 X 1 1 1 X 635700 639830 398795 942046 324674 2941045 635700 639830 398795 942046 324674 2941045 1206788 1734257 588 1317 12604 51187 17805 83501 12407 6407 62019 80833 59314 7678 6398 1892 75282 3180661 81571988 0.54530 0.57430 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 35563 3343 1666 37240 34266 1547 250 35563 33475 1041 250 34266 36140 -1207 1458 33475 29242 8355 1457 36140 0.67000 0.33000 1 0 10000 10000 205368 205368 0 3725813 2778296 947517 646532 473415 173117 1130634 SECURITY DEPOSIT FOR LEASES 80349 OPERATING LEASE RIGHT-OF-USE ASSETS 1812017 FINANCE RIGHT-OF-USE ASSET 141444 2033810 OPERATING LEASE LIABILITY 1956520 FINANCE LEASE LIABILITY 145737 2102257 X 17512068 31340 395696 427036 17085032 0 17085032 18725277 395696 395696 18329581 0 18329581 PART V, LINE 4: UPAC HAS A BENEFICIAL INTEREST IN ENDOWMENT FUNDS THAT ARE HELD AT SAN DIEGO FOUNDATION THAT ARE TO BE USED FOR SCHOLARSHIPS. PART X, LINE 2: UPAC FOLLOWS US GAAP RELATED TO THE RECOGNITION OF UNCERTAIN TAX POSITIONS. UPAC RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS AS PART OF THE STATEMENTS OF ACTIVITIES WHEN APPLICABLE. MANAGEMENT HAS DETERMINED THAT UPAC HAS NO UNCERTAIN TAX POSITIONS AT JUNE 30, 2025 AND 2024 AND THEREFORE, NO AMOUNTS HAVE BEEN ACCRUED. 1 SAN DIEGO REGIONAL CHAMBER OF COMMERCE 402 WEST BROADWAY STE 1000 SAN DIEGO CA 92101 951184680 501(C)(6) 23700 0 EVENT SPONSORSHIP KYOTO SYMPOSIUM PO BOX 3303 LA JOLLA CA 92038 203117897 501(C)(3) 5000 0 SPONSORSHIP FOR KYOTO PRIZE SYMPOSIUM LAO AMERICANS ORGANIZATION OF SAN DIEGO 7220 TRADE STREET SAN DIEGO CA 92121 921366778 501(C)(3) 6000 0 EVENT SPONSORSHIP SAN DIEGO JAPANESE CITIZENS LEAGUE 2317 MICA ROAD CARLSBAD CA 92009 956117694 501(C)(3) 5000 0 EVENT SPONSORSHIP ASIAN BUSINESS ASSOCIATION 7675 DAGGET ST 340 SAN DIEGO CA 92111 330430474 501(C)(6) 5500 0 EVENT SPONSORSHIP 3 2 X X X 0 0 0 0 0 0 0 0 0 RONA HAUSSER NURSE PRACTIONER 219397 0 0 0 0 0 2680 0 8223 0 230300 0 0 0 ORIANA HASHEMI-TOROGHI NURSE PRACTIONER 217432 0 0 0 0 0 2289 0 8223 0 227944 0 0 0 KAREN TRACY COLLICA NURSE PRACTIONER 165232 0 0 0 0 0 0 0 3919 0 169151 0 0 0 MARGARET IWANAGA PENROSE PRESIDENT & CEO 164232 0 0 0 0 0 2037 0 492 0 166761 0 0 0 PART I, LINE 3 THE HUMAN RESOURCES ADMINISTRATOR REFERS TO THE "CENTER FOR NONPROFIT MANAGEMENT" ANNUAL PUBLICATION, COMPENSATION AND BENEFITS SURVEY, FOR COMPENSATION INFORMATION. THE PUBLICATION SURVEYS OVER 300 NON-PROFIT AGENCIES IN SOUTHERN AND CENTRAL CALIFORNIA. SALARIES FOR OVER 100 POSITIONS, INCLUDING CEO/EXECUTIVE/TOP MANAGEMENT ARE PUBLISHED. THIS SURVEY, ALONG WITH AVAILABLE BUDGET AND EMPLOYEE PERFORMANCE, ARE USED TO DETERMINE COMPENSATION FOR THE CEO AND OTHER KEY EMPLOYEES, IF ANY. FORM 990, PART VI, SECTION B, LINE 11B AN ELECTRONIC COPY OF THE DRAFT FORM 990 WAS CIRCULATED TO THE AUDIT COMMITTEE CHAIR, THE AUDIT COMMITTEE CHAIR FORWARDED ANY COMMENTS OR CONCERNS TO THE CHIEF EXECUTIVE OFFICER. THE CHIEF EXECUTIVE OFFICER THEN FORWARDED THE DRAFT FORM 990 TO ALL MEMBERS OF UPACS BOARD OF DIRECTORS TO REVIEW AND FORWARD THEIR COMMENTS TO THE CHIEF EXECUTIVE OFFICER. A REVISED DRAFT FORM 990 WAS THEN PREPARED AND AN ELECTRONIC COPY WAS CIRCULATED TO ALL MEMBERS OF UPACS BOARD OF DIRECTORS FOR ADDITIONAL REVIEW AND COMMENT. THE CHIEF EXECUTIVE OFFICER FORWARDED THE DIRECTORS COMMENTS TO THE PREPARER FOR FINAL REVISION OF THE FORM 990 BEFORE FILING. THESE REVIEWS WERE CONDUCTED ON THE CORE 990 FORM AND ALL SCHEDULES AND OTHER ATTACHMENTS. FORM 990, PART VI, SECTION B, LINE 12C UPAC REQUIRES ALL OFFICERS AND DIRECTORS UPON APPOINTMENT, AND PERIODICALLY AS CONSIDERED NECESSARY BY THE BOARD, TO AFFIRM IN WRITING THEIR UNDERSTANDING AND CONFORMANCE WITH UPACS WRITTEN CONFLICT OF INTEREST POLICY. THIS POLICY REQUIRES THAT OFFICERS AND DIRECTORS REPORT ANY POTENTIAL CONFLICTS OF INTEREST TO THE BOARD CHAIR WHO IN TURN REPORTS THE MATTER TO THE BOARD. IF THE CONFLICT INVOLVES THE BOARD CHAIR, HE OR SHE REPORTS IT TO THE PRESIDENT AND CEO, WHO IN TURN REPORTS IT TO THE BOARD. THE BOARD WILL DETERMINE WHETHER AN ACTUAL OR PERCEIVED CONFLICT EXISTS AND IDENTIFY STEPS TO MITIGATE OR ELIMINATE THE CONFLICT. THE PARTY WHO DISCLOSES A POTENTIAL CONFLICT OF INTEREST CANNOT PARTICIPATE IN THE BOARD DELIBERATIONS OR DISCUSSION REGARDING ANY MATTERS RELATED TO THE REPORTED CONFLICT OF INTEREST AND IS RECUSED FROM VOTING ON SUCH MATTERS. FORM 990, PART VI, SECTION B, LINE 15 THE HUMAN RESOURCES ADMINISTRATOR REFERS TO THE "CENTER FOR NONPROFIT MANAGEMENT" ANNUAL PUBLICATION, COMPENSATION AND BENEFITS SURVEY, FOR COMPENSATION INFORMATION. THE PUBLICATION SURVEYS OVER 300 NON-PROFIT AGENCIES IN SOUTHERN AND CENTRAL CALIFORNIA. SALARIES FOR OVER 100 POSITIONS, INCLUDING CEO/EXECUTIVE/TOP MANAGEMENT ARE PUBLISHED. THIS SURVEY, ALONG WITH AVAILABLE BUDGET AND EMPLOYEE PERFORMANCE, ARE USED TO DETERMINE COMPENSATION FOR THE CEO AND OTHER KEY EMPLOYEES, IF ANY. FORM 990, PART VI, SECTION C, LINE 19 UPAC'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST TO THE CHIEF FINANCIAL OFFICER AND CAN BE SENT VIA E-MAIL OR US MAIL, AT NO CHARGE. COPIES ARE AVAILABLE FOR IN-PERSON INSPECTION AT UPAC'S MAIN OFFICE.