2024-11-14T18:28:58-06:00 2023-12-31 952835976 MACFARLANE FALETTI & CO LLP 3757 STATE STREET SUITE 3B SANTA BARBARA CA 93105 990 2023-01-01 953465019 PILGRIM TERRACE COOPERATIVE HOMES PILG 8056823618 649 PILGRIM TERRACE DRIVE SANTA BARBARA CA 93101 JOHN JEFFRIES PRESIDENT 8056823618 2024-11-14 1 0 VANESSA M GARCIA P01255292 8059664157 2023 2024-10-15 13:58:12Z JOHN JEFFRIES 649 PILGRIM TERRACE DRIVE SANTA BARBARA CA 93101 2008444 0 X HTTPS://PILGRIMTERRACE.ORG/ X 1978 CA TO PROVIDE SOCIAL SERVICE ASSISTANCE TO THE ELDERLY AND DISABLED IN SANTA BARBARA, CALIFORNIA. 5 4 14 20 0 0 10000 194566 10970 17396 375797 268393 0 0 396767 480355 453818 0 0 0 402768 568118 0 53600 170519 449499 908926 1306085 1530644 -909318 -1050289 5389985 4519300 633557 308611 4756428 4210689 X SEE SCHEDULE OTO PROVIDE SOCIAL SERVICE ASSISTANCE TO THE ELDERLY AND DISABLED IN SANTA BARBARA, CALIFORNIA. 0 0 1028813 285789 SEE SCHEDULE OPILGRIM TERRACE COOPERATIVE HOMES FOOD PROGRAM: CONTINUING TO SERVE 93 RESIDENTS OF PILGRIM TERRACE COOPERATIVE HOME PROVIDING ONE HEALTHY MEAL A DAY FIVE DAYS WEEK. THE PROGRAM INCLUDES DELIVERY OF MEALS TO DISABLED RESIDENTS THAT ARE UNABLE TO JOIN THE COMMON DINING ROOM.DISTRIBUTED 22,100 PREPARED FRESHLY EVERYDAY MEALS TO RESIDENTS OF PILGRIM TERRACE COOPERATIVE HOMES.DISTRIBUTED FRESHLY GROWN PRODUCE TO RESIDENTS OF PILGRIM TERRACE COOPERATIVE HOMES. THROUGH OUR DISTRIBUTION EFFORTS WE DISTRIBUTED 32,000 LBS OF PRODUCE TO IDENTIFIED FOOD DESERTS IN SANTA BARBARA COUNTY.IMPLEMENTED PHYSICAL FITNESS, YOGA CLASSES, ART AND CLAY MOLDING CLASSES FOR THE RESIDENTS OF PILGRIM TERRACE COOPERATIVE HOMES.1092 TOTAL TRIPS TO AND FROM - RESIDENTS OF PILGRIM TERRACE COOPERATIVE HOMES TO ASSIST THEM WITH ERRANDS.DROVE 780 RESIDENTS TO DOCTOR'S APPOINTMENTS, PHARMACIES, GROCERY SHOPPING, ETC.6,500 MILES - DROVE RESIDENTS TO ERRANDS IN AND AROUND SANTA BARBARA & GOLETA.360 BOTTLES OF HAND SANITIZER WERE DISTRIBUTED TO RESIDENTS FOR THEIR PROTECTION FROM COVID-19.UPGRADED TO ORGANIC INGREDIENTS (PROTEIN & VEGETABLES) TO FEED RESIDENTS OF PILGRIM TERRACE COOPERATIVE HOMES.SANITIZED DINING & OFFICE FACILITIES, LAUNDRY ROOMS, TRANSPORTATION VEHICLES WITH STATE-OF-THE-ART PURE ANTI-BACTERIA TREATMENT FOR THE SAFETY OF RESIDENTS AND EMPLOYEES. 1028813 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 3 0 1 14 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 4 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X THE ORGANIZATION 8056823618 649 PILGRIM TERRACE DRIVE SANTA BARBARA CA 93101 JOHN JEFFRIES PRESIDENT 20.00 0.00 X X 56287 0 3480 SAMANTHA ANDERSON FORMER BOARD MEMBER 2.00 2.00 X 0 0 0 DAVE SOMMERS VICE PRESIDENT 2.00 4.00 X 0 0 0 MICHAEL VONDRAN BOARD MEMBER 2.00 20.00 X 0 0 0 ALICE SAN ANDREAS-CALLEJA BOARD MEMBER 2.00 X 0 0 0 DEAN VANECEK TREASURER 4.00 4.00 X X 0 0 0 MANNY AYALA EXECUTIVE DIRECTOR 20.00 20.00 X 66250 21473 21324 122537 21473 24804 0 0 0 0 0 180496 14070 194566 LUNCH INCOME 900099 17396 17396 17396 310950 310950 1485532 1528089 -42557 -42557 -42557 480355 285789 0 0 147341 117873 22102 7366 373522 175555 138203 59764 20471 1436 13031 6004 26784 14731 8303 3750 33627 33627 36284 18142 18142 53600 53600 37580 37580 18225 9472 7827 926 68041 33041 35000 19944 3705 12534 3705 28643 28643 30012 28432 1580 2172 2172 3489 3140 349 42735 6469 35862 404 ADMIN FEES & COGS TO TT 477869 477869 KITCHEN FOOD & SERVICE 107360 107360 ACTIVITIES 2945 2945 1530644 1028813 331312 170519 26262 246131 885891 3000 275084 82788 672 192296 4681975 2892002 681076 299980 5389985 4519300 7737 8631 625820 299980 633557 308611 X 4756428 4210689 4756428 4210689 5389985 4519300 -1050289 504550 0 X 0 0 0 X 5054 63003 64979 10000 194566 337602 5054 63003 64979 10000 194566 337602 337602 120329 361377 495398 375797 310950 1663851 2001453 65077 0.16870 0.10920 X THE ORGANIZATION MAINTAINS A CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC, GOVERNMENTAL UNITS, AND OTHER PUBLIC CHARITIES. THE ORGANIZATION HAS RETAINED THE SERVICES OF A GRANTWRITER AND THE EXECUTIVE DIRECTOR IS WORKING ON WAYS TO RAISE MONEY FROM THE GENERAL PUBLIC. ALSO, THE ORGANIZATION INTHE PAST RECEIVED GOVERNMENTAL FUNDING FROM THE U.S. DEPT OF HOUSING & URBAN DEVELOPMENT TO SUPPORT THE RESIDENT MEAL PROGRAM AND HOPES TO HAVE THIS FUNDING RESUMED IN THE NEAR FUTURE.THE ORGANIZATION HAS A BOARD OF DIRECTORS WHICH REPRESENT THE BROAD INTERESTS OF THE PUBLIC WHICH IS MADE UP OF WORKING PROFESSIONALS, COMMUNITY LEADERS, AND PILGRIM TERRACE COOPERATIVE HOMES RESIDENTS. THE ORGANIATION HAS PROVIDED ITS FACILITIES AND SERVICES TO THE RESIDENTS AND TO THE GENERAL PUBLIC ON A CONTINUING BASIS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 72047 71612 435 203037 11176 191861 192296 NOTE RECEIVABLE-PT AFFORDABLE 299980 299980 DEFERRED REVENUE 299980 299980 X 1 DEVELOP SYSTEMS INTERNATIONAL PO BOX 1840 LEXINGTON SC 29071 PROVIDE COACHING AND COUNSEL TO IMPLEMENT MAJOR GIFTS RAMP-U 0 0 53600 -53600 53600 -53600 CA SAMANTHA ANDERSON FORMER BOARD DIR BOARD MEMBER AND FINANCIAL ADVISOR 37580 THE FOUNDATION PAID $37,580 TO EDWARD JONES FOR INVESTMENT ADVISORY SERVICES PROVIDED BY SAMANTHA ANDERSON, WHO WAS A BOARD MEMBER FOR PART OF 2023 AND THE FOUNDATION'S INVESTMENT ADVISOR AT EDWARD JONES. 0 FORM 990, PART VI, SECTION A, LINE 2 BOARD PRESIDENT, JOHN JEFFRIES IS MARRIED TO TERESA JEFFRIES, ADMINISTRATIVE DIRECTOR. FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR AND BOARD REVIEW THE RETURN BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS MAY NOT PARTICIPATE IN A BOARD ACTION IN WHICH THEY HAVE A CONFLICT. IT IS ENFORCED THROUGH ANNUAL REVIEWS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD LOOKS AT COMPARABLE SALARIES OF EXECUTIVE DIRECTORS AT SIMILAR NON-PROFIT ORGANIZATIONS IN THE SANTA BARBARA AREA. THE EXECUTIVE DIRECTOR REVIEWS SALARIES FOR OTHER TOP MANAGEMENT OFFICIALS. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. THE TERRACE FOUNDATION 649 PILGRIM TERRACE DRIVE SANTA BARBARA CA 93101 822475808 FRESH FOOD FOR LOW-INCOME COMMUNITIES CA 501(C)(3) LINE 7 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 THE TERRACE FOUNDATION M 477869 FMV