2025-03-26T03:41:41-05:00 2024-06-30 946214841 ARMANINO ADVISORY LLC 50 W SAN FERNANDO ST STE 500 SAN JOSE CA 95113 990 2023-07-01 237419761 SENIOR ADULTS LEGAL ASSISTANCE SENI 4082955991 1425 KOLL CIRCLE 109 SAN JOSE CA 95112 GEORGIA BACIL DIRECTING ATTORNEY 4082955991 2025-03-25 1 1 WANWAN ZHANG P01317662 4082006400 2025-03-25 2023 2025-03-06 01:10:19Z GEORGIA BACIL 1425 KOLL CIRCLE 109 SAN JOSE CA 95112 1108914 0 X WWW.SALA.ORG X 1974 CA PROVIDE LEGAL SERVICES TO ELDERLY 6 6 11 12 0 0 973701 1107813 0 0 887 1101 632 0 975220 1108914 0 0 0 0 792222 933663 0 0 10661 211422 213286 1003644 1146949 -28424 -38035 842180 765039 209007 169901 633173 595138 SUPPORT OLDER PERSONS IN THEIR EFFORTS TO LIVE SAFELY, INDEPENDENTLY, NON-INSTITUTIONALIZED, AND WITH DIGNITY. 0 0 984233 LEGAL AID-CIVIL - PROVIDES FREE LEGAL SERVICES AND COMMUNITY EDUCATION TO ELDERS IN THE FOLLOWING AREAS OF LAW: PUBLIC BENEFITS, HOUSING, ELDER ABUSE, NURSING HOMES, CONSUMER, ADVANCE DIRECTIVES AND SIMPLE WILLS. IN ADDITION, LEGAL AID-CIVIL ADDRESSES LEGAL ISSUES AFFECTING ELDERS THROUGH COLLABORATIVE ACTIVITIES AND PROVIDES OUTREACH SERVICES TO TARGETING ELDERS, THEIR FAMILIES, THEIR ADVOCATES, AND OTHER SERVICE PROVIDERS. 16578 VOLUNTEER TRAINING - RECRUITS AND TRAINS VOLUNTEER INTAKE WORKERS AND PRO BONO ATTORNEYS TO ASSIST SALA'S ATTORNEY STAFF WITH THE PROVISON OF LEGAL SERVICES AND COMMUNITY EDUCATION THROUGH THE LEGAL AID PROGRAM. 1000811 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 1 11 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X GEORGIA BACIL DIRECTING ATTORNEY 4082955991 1425 KOLL CIRCLE 109 SAN JOSE CA 95112 DAVE SAMUELS BOARD PRESIDENT 1.00 X X 0 0 0 HEATHER J SMITH BOARD VICE PRESIDENT 1.00 X X 0 0 0 CLAIRE OWENS BOARD SECRETARY/TREASURER 1.00 X X 0 0 0 H SHINNY LIU ESQ BOARD MEMBER 1.00 X 0 0 0 MICHAEL J MARTIN ESQ BOARD MEMBER 1.00 X 0 0 0 MATTHEW WANTANABE BOARD MEMBER 1.00 X 0 0 0 GEORGIA BACIL DIRECTING ATTORNEY 35.00 X 144163 0 2634 MICHELE SCHROEDER SUPERVISING ATTORNEY 35.00 X 122570 0 14017 266733 0 16651 2 0 0 0 0 1079325 28488 1107813 1101 1101 1108914 0 0 1101 149046 111784 29809 7453 656426 642703 13723 62714 59288 2965 461 65477 61373 3507 597 38005 38005 35784 34784 1000 150 150 22336 20866 1084 386 2297 2153 123 21 58899 55209 3153 537 2224 2224 275 275 1118 1047 61 10 28307 22351 5897 59 EQUIPMENT COSTS 15044 14100 807 137 MEMBERSHIP DUES 3837 3722 115 LAW LIBRARY 3716 3716 MISCELLANEOUS 1294 1294 1146949 1000811 135477 10661 98251 70426 288096 289047 237945 223046 40512 52181 48818 42732 2392 6086 174984 124253 842180 765039 31299 41801 177708 128100 209007 169901 X 574305 544195 58868 50943 633173 595138 842180 765039 -38035 0 X 0 1 X 1 0 X 800788 779557 914004 973701 1107688 4575738 800788 779557 914004 973701 1107688 4575738 4575738 8420 8189 12417 887 1101 31014 748 632 125 1505 4608257 0.99290 0.98960 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 48818 42732 6086 6086 OPERATING LEASE RIGHT-OF-USE ASSET, NET 124253 124253 OPERATING LEASE LIABILITY 128100 128100 X 1374000 265086 265086 1108914 0 1108914 1412035 265086 265086 1146949 0 1146949 PART X, LINE 2: THE ORGANIZATION IS A QUALIFIED ORGANIZATION EXEMPT FROM FEDERAL AND CALIFORNIA INCOME TAXES UNDER THE PROVISION OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND 23701(D) OF THE STATE OF CALIFORNIA REVENUE AND TAXATION CODE. AS SUCH, THE ORGANIZATION QUALIFIES FOR THE MAXIMUM CHARITABLE CONTRIBUTION DEDUCTION BY DONORS. THE ORGANIZATION HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF JUNE 30, 2024, THE ORGANIZATION DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. THE ORGANIZATION'S FEDERAL RETURNS FOR THE YEARS ENDED JUNE 30, 2023, 2022, AND 2021 COULD BE SUBJECT TO EXAMINATION BY FEDERAL TAXING AUTHORITIES, GENERALLY FOR 3 YEARS AFTER THEY ARE FILED. THE ORGANIZATION'S STATE RETURNS FOR THE YEARS ENDED JUNE 30, 2023, 2022, 2021, AND 2020 COULD BE SUBJECT TO EXAMINATION BY STATE TAXING AUTHORITIES, GENERALLY FOR 4 YEARS AFTER THEY ARE FILED. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS FOR ACCURACY AND COMPLETENESS. ALL QUESTIONS ARISING DURING THIS REVIEW ARE RESOLVED PRIOR TO THE FILING OF THE TAX RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD MEMBERS AND SALA STAFF ARE REQUIRED (1) TO DISCLOSE ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS AT THE TIME THEY ARE HIRED OR ELECTED TO THE BOARD AND (2) TO DISCLOSE ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS ON AN ANNUAL BASIS OR AS THEY MIGHT ARISE. THE ANNUAL DISCLOSURES BY THE BOARD ARE DONE IN FEBRUARY OF EACH YEAR TO COINCIDE WITH SALA'S ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 15 ANNUALLY THE BOARD OF DIRECTORS APPROVES THE SALARY, AND ANY INCREASES, FOR THE DIRECTING ATTORNEY (WHO ALSO FUNCTIONS AS SALA'S EXECUTIVE DIRECTOR AND TOP MANAGEMENT OFFICIAL). DURING THIS PROCESS THE BOARD REVIEWS COMPARABLE DATA FOR THE EXECUTIVE DIRECTORS AND/OR DIRECTING ATTORNEYS FOR OTHER LEGAL SERVICE PROGRAMS IN SANTA CLARA COUNTY AND STATEWIDE THAT IS AVAILABLE FROM FORM 990'S FOR THESE ORGANIZATIONS ON THE INTERNET OR THAT ARE PROVIDED BY OTHER SOURCES. THE APPROVAL OF THE DIRECTING ATTORNEY'S COMPENSATION IS DOCUMENTED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION C, LINE 19 POLICY FOR MAKING GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC: SALA'S CURRENT POLICY IS TO MAKE OUR FORM 990 (UP TO THREE MOST RECENT YEARS IF SO REQUESTED) AND FORM 1023 (OUR 501(C)(3) EXEMPTION APPLICATION) AVAILABLE TO ANY MEMBERS OF THE PUBLIC. IF THE REQUESTS ARE MADE IN PERSON, THE COPIES WILL BE PROVIDED THAT SAME DAY. IF THE REQUEST IS IN WRITING, SALA WILL RESPOND WITHIN 30 DAYS OF RECEIVING THE REQUEST. SALA HAS NOT HAD ANY REQUESTS FROM MEMBERS OF THE PUBLIC (OTHER THAN OUR FUNDING SOURCES) FOR OUR ARTICLES OF INCORPORATION, BY LAWS, OR CONFLICT OF INTEREST POLICIES, BUT IF SALA IS REQUIRED BY LAW TO MAKE THESE DOCUMENTS AVAILABLE, OR IF THE FORM 990 SUGGESTS THIS AS A BEST PRACTICE, SALA WILL DO SO.