2024-05-13T17:20:56-05:00 2023-06-30 941254756 HOOD & STRONG LLP 60 SO MARKET ST STE 200 SAN JOSE CA 95113 990 2022-07-01 770160469 LIFEMOVES LIFE 6506855880 2550 GREAT AMERICA WAY 201 SANTA CLARA CA 95054 PAUL SIMPSON CFO 6506855880 2024-05-13 1 PAUL SIMPSON 999009999 0 JACOB YAU P01560332 4089988400 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X AUBREY MERRIMAN 2550 GREAT AMERICA WAY 201 SANTA CLARA CA 95054 128931635 0 X LIFEMOVES.ORG X 1987 CA TO HELP HOMELESS FAMILIES AND INDIVIDUALS RETURN TO STABLE HOUSING AND SELF-SUFFICIENCY. 17 17 528 12400 0 0 63001164 118711855 196560 210478 178085 -1955168 -16027 78672 63359782 117045837 10363876 13598831 0 0 28223118 33074602 0 0 3950489 11116399 14127980 49703393 60801413 13656389 56244424 76223433 150642113 19756606 35241474 56466827 115400639 X LIFEMOVES PROVIDES INTERIM HOUSING AND SUPPORTIVE SERVICES FOR HOMELESS FAMILIES AND INDIVIDUALS TO RAPIDLY RETURN TO STABLE HOUSING AND ACHIEVE LONG-TERM SELF-SUFFICIENCY. 0 0 38627675 10776277 210478 SHELTER & SUPPORTIVE SERVICES: DURING FY23, LIFEMOVES SERVED 7,075 CLIENTS AND PROVIDED OVER 307,818 NIGHTS OF SHELTER ACROSS OUR 26 FACILITIES IN SAN MATEO AND SANTA CLARA COUNTIES. OUR PROGRAMS AND SERVICES ARE EFFECTIVE: 88% OF FAMILIES WHO ENGAGED IN LIFEMOVES SHELTER PROGRAMS AND 66% OF ALL WHO ENGAGED IN ANY LIFEMOVES SHELTER PROGRAM EXITED TO STABLE HOUSING. 5714967 1592704 0 SERVICES FOR CHRONICALLY HOMELESS INDIVIDUALS: DURING FY23, THE LIFEMOVES HOMELESS OUTREACH TEAM SERVED 1,552 UNSHELTERED HOMELESS INDIVIDUALS LIVING ON THE STREETS, PROVIDING SERVICES AND SUPPORTS DESIGNED TO HELP THEM MOVE THEM OFF THE STREET AND INTO SHELTERS AND/OR PERMANENT HOUSING. IN ADDITION, LIFEMOVES PROVIDED 1,400 HOMELESS INDIVIDUALS WITH DROP-IN SERVICES INCLUDING BASIC NECESSITIES, HOT MEALS, AND CASE MANAGEMENT. BECAUSE OUR CHRONICALLY HOMELESS CLIENTS ARE DIFFICULT TO SERVE, HAVE LONG HISTORIES OF HOMELESSNESS, OFTEN HAVE CRIMINAL HISTORIES, AND HAVE ALIENATED THEIR FAMILIES AND SUPPORT NETWORKS, THEY HAVE MANY BARRIERS TO BECOMING STABLY HOUSED AND SUSTAINING THAT HOUSING. OUR OUTREACH AND DROP-IN CASE MANAGERS HELP OUR HOMELESS CLIENTS BRIDGE THOSE BARRIERS TO SECURING AND SUSTAINING STABLE HOUSING. 1472370 410334 0 SERVICES FOR VETERANS: DURING FY23, LIFEMOVES SERVED 424 INDIVIDUALS IN LIFEMOVES SHELTERS. WE IMPLEMENT A "NO FAIL" POLICY WITH EACH AND EVERY VETERAN HOUSEHOLD AND OUR COMPREHENSIVE SERVICE DELIVERY MODEL THAT HELPS CLIENTS ADDRESS ALL OF THEIR HOUSING BARRIERS, INCLUDING - ESPECIALLY FOR OUR VETERAN CLIENTS - BEHAVIORAL HEALTH ISSUES. 2939568 819516 327228 OUTREACH AND OTHER SHELTER SERVICES - LIFEMOVES CONTINUES TO BE THE LARGEST PROVIDER OF HOMELESS SHELTERS SERVING ADULTS AND CHILDREN IN SILICON VALLEY. 2939568 819516 327228 48754580 1 1 0 0 0 0 0 0 1 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 1 1 0 0 0 1 399 0 1 528 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 1 1 0 CA X X CEREN OKAR 6506855880 2550 GREAT AMERICA WAY 201 SANTA CLARA CA 95054 PATRICK HERON CHAIR 5.00 0.00 X X 0 0 0 JOE STOCKWELL CHAIR EMERITUS 5.00 0.00 X X 0 0 0 MELISSA SELCHER VICE CHAIR 5.00 0.00 X X 0 0 0 JULIE GRUBER SECRETARY (THRU 12/31/22) 2.50 0.00 X X 0 0 0 PAMELA WEISS SECRETARY (START 1/1/23) 3.00 0.00 X X 0 0 0 GREG ECKERT TREASURER 3.00 0.00 X X 0 0 0 LAUREN KOENIG BOARD MEMBER 3.00 0.00 X 0 0 0 TIFFANY HONG BOARD MEMBER 1.50 0.00 X 0 0 0 SCOTT GOREE BOARD MEMBER 1.00 0.00 X 0 0 0 MAY TOPPER BOARD MEMBER 1.50 0.00 X 0 0 0 AHMED KHATIB BOARD MEMBER 3.00 0.00 X 0 0 0 CHRISTINA CORPUS BOARD MEMBER 1.00 0.00 X 0 0 0 PASTOR PAUL BAINS BOARD MEMBER 1.50 0.00 X 0 0 0 GENE TODD BOARD MEMBER 1.00 0.00 X 0 0 0 LORI CASTILLO MARTINEZ BOARD MEMBER 1.50 0.00 X 0 0 0 DANIELLE FONTAINE BOARD MEMBER 1.50 0.00 X 0 0 0 LAURA GREEN BOARD MEMBER 1.50 0.00 X 0 0 0 AJWANG RADING BOARD MEMBER 2.00 0.00 X 0 0 0 AUBREY MERRIMAN CEO 40.00 0.00 X 309744 0 22380 PAUL SIMPSON CFO 40.00 0.00 X 246361 0 19871 BRIAN GREENBERG VICE PRESIDENT, PROGRAMS & SERVICES 40.00 0.00 X 206562 0 24599 DENISE CHILOW VICE PRESIDENT, STRATEGIC INITIATIVES 40.00 0.00 X 197717 0 31461 KATHERINE FINNIGAN VICE PRESIDENT, INSTITUTIONAL GIVING 40.00 0.00 X 197406 0 43672 AMY WRIGHT VICE PRESIDENT, PHILANTHROPY 40.00 0.00 X 185674 0 18581 MARIE JACKSON CMO 40.00 0.00 X 185535 0 14358 1528999 0 174922 15 0 1 0 MOTEL 6 1101 SHOREWAY RD BELMONT CA 94002 LODGING 1667186 COMFORT INN & SUITES SOUTH SAN FRANCISCO 121 E GRAND AVE SAN FRANCISCO CA 94080 LODGING 710554 SRGNC CRES II LLC 520 S EL CAMINO REAL SUITE 200 SAN MATEO CA 94402 REAL ESTATE DEVELOPER 500385 WOODLAND PARK COMMUNITIES 5 NEWELL CT EAST PALO ALTO CA 94303 LODGING 481863 ESA MANAGEMENT LLC 11525 N COMMUNITY HOUSE ROAD STE CHARLOTTE NC 28277 LODGING 468702 14 70000 1433688 35364995 81843172 1499617 118711855 PROGRAM SERVICE FEES 624200 210478 210478 210478 694193 694193 8987881 11561275 75967 -2573394 -75967 -2649361 -2649361 0 1433688 248556 -248556 -248556 MISCELLANEOUS INCOME 900099 327228 327228 327228 117045837 537706 0 -2203724 13598831 13598831 2997067 385643 1574535 1036889 20358903 17378566 1547853 1432484 424715 311274 69857 43584 7210893 5284873 1186044 739976 2083024 1588883 276056 218085 337509 337509 113175 113175 4450783 2709133 1719172 22478 135561 86966 39649 8946 920374 478028 361749 80597 3318793 3099299 127720 91774 259504 212485 40892 6127 389931 113785 276146 2141914 2065817 42164 33933 278818 257895 11628 9295 COMMUNICATIONS 890332 568865 148401 173066 EQUIPMENT & FURNITURE 387875 387711 136 28 EQUIPMENT LEASES 178124 174401 2063 1660 325287 52125 221595 51567 60801413 48754580 8096344 3950489 154809 2175068 6642001 52347653 10125111 20451221 244642 396330 70039220 16682889 38399748 53356331 19723621 18325168 656251 174492 277250 3415850 76223433 150642113 5219634 12929112 871877 2631688 76354 123446 5007041 8062950 8581700 11494278 19756606 35241474 X 36681201 49731558 19785626 65669081 56466827 115400639 76223433 150642113 56244424 2689388 0 X 0 1 X 1 1 1 X 29784930 38132957 62790419 63001164 118711855 312421325 29784930 38132957 62790419 63001164 118711855 312421325 6544256 305877069 145792 133350 167684 192795 694193 1333814 80166 74431 154597 313909736 1963703 0.97440 0.95290 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING REVENUE - 2018 AMOUNT: $ 80,166. 2019 AMOUNT: $ 74,431. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 13331636 13331636 34714097 14182363 20531734 4920307 1337031 3583276 2181512 688780 1492732 14891668 474715 14416953 53356331 REFUNDABLE ADVANCES 8300820 LEASE OBLIGATIONS 3193458 11494278 X 119657013 2689388 36248 2725636 116931377 113175 1285 114460 117045837 60723201 36248 -1285 34963 60688238 113175 113175 60801413 PART IV, LINE 2B: CLIENTS AT LIFEMOVES' EMERGENCY AND TRANSITIONAL SHELTERS ARE NOT REQUIRED TO PAY RENT. LIFEMOVES REQUESTS THAT ITS CLIENTS DEPOSIT A PORTION OF THEIR EARNINGS INTO A HOUSING ACCOUNT. THE HOUSING ACCOUNT MAY BE USED TO OFFSET DAMAGES TO THE FACILITIES OR OTHER COSTS, BUT IS GENERALLY RETURNED TO THE CLIENT WHEN THEY EXIT THE LIFEMOVES' FACILITY. PART X, LINE 2: LIFEMOVES IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND FROM CALIFORNIA INCOME TAX UNDER SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE. THEREFORE, NO PROVISION IS MADE FOR CURRENT OR DEFERRED INCOME TAXES. LIFEMOVES HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE IRC. MANAGEMENT EVALUATED LIFEMOVES' TAX POSITIONS AND CONCLUDED THAT LIFEMOVES HAD MAINTAINED ITS TAX-EXEMPT STATUS AND HAD NOT TAKEN UNCERTAIN TAX POSITIONS THAT REQUIRED ADJUSTMENT TO THE FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES RECLASSIFIED TO REVENUE 1,285. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES RECLASSIFIED TO REVENUE -1,285. SPRING BREAKFAST 2023 1020139 1020139 111526 82903 RIDE TO END HOMELESSNESS 2023 413549 413549 52842 1433688 1433688 111526 135745 247271 -247271 1 FOOD, SHELTER, CLOTHING 62685 11827294 1349394 FMV FOOD, CLOTHING TRANSPORTATION & AUTO RELATED 2703 132491 0 CHILDREN SUPPLIES, TOYS, PROGRAMS 1526 12289 26670 FMV TOYS, BOOKS, CRIBS, OTHER CHILDREN'S ITEMS GROCERY STORE GIFT CARDS, SUPPLIES, FURNITURE, COUNSELING, UTILITIES 2967 185448 65245 FMV GIFT CARDS, FURNITURE, MEDICAL SUPPLIES, TOILETRIES PART I, LINE 2: CLIENTS MUST MEET CERTAIN ELIGIBILITY REQUIREMENTS TO PARTICIPATE IN OUR PROGRAMS. THESE REQUIREMENTS MAY DIFFER FROM PROGRAM TO PROGRAM. HOWEVER, ALL ELIGIBILITY IS DOCUMENTED ON HOMELESS MANAGEMENT INFORMATION SYSTEM AND/OR CASE NOTES KEPT FOR ALL CLIENTS. X X X 0 0 0 0 0 0 0 0 0 AUBREY MERRIMAN CEO 309744 0 0 0 0 0 9292 0 13088 0 332124 0 0 0 PAUL SIMPSON CFO 246361 0 0 0 0 0 7391 0 12480 0 266232 0 0 0 KATHERINE FINNIGAN VICE PRESIDENT, INSTITUTIONAL GIVING 197406 0 0 0 0 0 5922 0 37750 0 241078 0 0 0 BRIAN GREENBERG VICE PRESIDENT, PROGRAMS & SERVICES 206562 0 0 0 0 0 4131 0 20468 0 231161 0 0 0 DENISE CHILOW VICE PRESIDENT, STRATEGIC INITIATIVE 197717 0 0 0 0 0 5932 0 25529 0 229178 0 0 0 AMY WRIGHT VICE PRESIDENT, PHILANTHROPY 185674 0 0 0 0 0 5548 0 13033 0 204255 0 0 0 MARIE JACKSON CMO 185535 0 0 0 0 0 1317 0 13041 0 199893 0 0 0 X 69306 FMV X 4 58308 FMV X 721 1317958 FMV X TOYS 112 26670 FMV X MISCELLANEOUS 110 24225 FMV X GIFT CARDS AND CERTIFICATES 7 3150 FMV 0 0 1 0 PART I, COLUMN (B): THIS COLUMN REPRESENTS THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY THE ACCOUNTING FIRM. THE CONTROLLER AND THE ACCOUNTANT WORKED WITH MEMBERS OF THE MANAGEMENT TEAM IN THE PREPARATION. THE FORM 990 WAS REVIEWED BY THE CONTROLLER, CFO, AND CEO, AND WAS PROVIDED TO THE COMPLETE BOARD OF DIRECTORS PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD PERIODICALLY REVIEWS THE COMPANY POLICY TO ENSURE THAT THERE ARE NO BOARD CONFLICTS OF INTEREST. THE CEO AND CFO OVERSEE AND COMMUNICATE THE POLICY TO ALL STAFF AND MANAGEMENT TO ENSURE AWARENESS AND COMPLIANCE WITH NO CONFLICTS OF INTEREST. ANY ACTUAL, POTENTIAL OR PERCEIVED CONFLICT OF INTEREST MUST BE DISCLOSED BY THE EMPLOYEE TO THE HUMAN RESOURCES DEPARTMENT. FAILURE TO ADHERE TO THIS POLICY, INCLUDING FAILURE TO DISCLOSE ANY CONFLICTS, WILL RESULT IN DISCIPLINARY ACTION, UP TO AND INCLUDING IMMEDIATE DISCHARGE. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS INCLUDES REVIEWING COMPARATIVE DATA. BENCHMARK DATA IS REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD PRIOR TO ANY COMPENSATION DECISIONS MADE. REVIEWING THE SALARY SCALE IS A PART OF THE ANNUAL BUDGET PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. ANNUAL AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE OR UPON WRITTEN REQUEST FOR THE SAME PERIOD OF TIME SET FORTH IN SEC. 6104(D). VENDOME LLC 2550 GREAT AMERICA WAY SUITE 201 SANTA CLARA CA 95054 475194291 PERMANENT SUPPORTIVE HOUSING FOR INDIVIDUALS CA 331868 63419 LIFEMOVES FAMILY CROSSROADS LLC 2550 GREAT AMERICA WAY SUITE 201 SANTA CLARA CA 95054 475204080 TRANSITIONAL HOUSING AND SUPPORTIVE SERVICES FOR HOMELESS FAMILIES CA 261572 2714149 LIFEMOVES HOMESAFE SAN JOSE LP 1400 PARKMOOR AVENUE SUITE 190 SAN JOSE CA 95126 770579995 TO CONSTRUCT AND OPERATE A LOW-INCOME APARTMENT CA LIFEMOVES RELATED -77454 458255 0 1 0.00050 HOMESAFE SANTA CLARA LP 1400 PARKMOOR AVENUE SUITE 190 SAN JOSE CA 95126 770560333 TO CONSTRUCT AND OPERATE A LOW-INCOME APARTMENT CA LIFEMOVES RELATED -80037 -168665 0 1 0.00050 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0