2025-02-17T11:10:42-06:00 2024-06-30 946214841 ARMANINO ADVISORY LLC 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2023-07-01 770157232 STEPPING OUT HOUSING INC STEP 8314691700 380 ENCINAL STREET 200 SANTA CRUZ CA 95060 KIM MORRISON CHIEF FINANCIAL OFFICER 8314691700 2025-02-14 1 1 WANWAN ZHANG P01317662 9257902600 2025-02-14 2023 2025-03-06 01:10:19Z KIM MORRISON 380 ENCINAL STREET 200 SANTA CRUZ CA 95060 516471 0 X N/A X 1987 CA TO PROVIDE LOW-INCOME HOUSING. 4 4 0 4 0 0 459646 443907 70754 70043 279 346 720 2175 531399 516471 0 0 0 0 0 0 0 0 0 449578 462791 449578 462791 81821 53680 665840 676988 651957 609425 13883 67563 TO PROVIDE LOW-INCOME HOUSING. 0 0 429488 72218 THE ORGANIZATION PROVIDES MANAGEMENT OF AN 18 UNIT APARTMENT COMPLEX DEDICATED TO PROVIDING LOW-INCOME HOUSING TO PSYCHIATRICALLY DISABLED ADULTS. 429488 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 1 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X KIM MORRISON 8314691700 380 ENCINAL STREET SUITE 200 SANTA CRUZ CA 95060 X MONICA MARTINEZ CHAIRPERSON 0.20 0.80 X X 0 0 0 BYLTHE CAMPBELL SECRETARY/ TREASURER 0.20 0.80 X X 0 0 0 RONNIE LIPSCHUTZ VICE CHAIR 0.20 0.80 X X 0 0 0 LORI LANGONA DIRECTOR 0.20 0.80 X 0 0 0 0 0 0 0 0 0 0 0 443907 443907 HOUSING 531110 70043 70043 70043 346 346 TENANT CHARGES 531390 1239 1239 LAUNDRY AND VENDING 531390 936 936 2175 516471 72218 0 346 X 13392 13392 10088 10088 15280 15280 207965 207965 1810 1810 15267 15267 31199 31199 1760 1760 38566 38566 26668 26668 3728 3728 MANAGEMENT AGREEMENT 90989 90989 PAYBACK RESIDUAL RECEIP 4631 4631 BAD DEBTS 1321 1321 MISC. ADMIN EXPENSE 127 127 462791 429488 33303 0 531460 568223 2136 3340 2118565 2018379 126854 100186 5390 5239 665840 676988 166301 161589 480468 443108 5188 4728 651957 609425 X 13883 67563 13883 67563 665840 676988 53680 0 X 0 1 X 1 1 1 X 362123 389623 385254 459646 443907 2040553 74496 58409 62778 70754 70043 336480 436619 448032 448032 530400 513950 2377033 0 6972 3167 3309 2599 1290 17337 6972 3167 3309 2599 1290 17337 2359696 107 118 184 279 346 1034 107 118 184 279 346 1034 3534 5022 2833 720 2175 14284 440260 453172 451049 531399 516471 2392351 0.98640 0.98690 0.00040 0.00030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2118565 2018379 100186 100186 TENANT SECURITY DEPOSITS 4728 4728 X 516471 0 516471 0 516471 462791 0 462791 0 462791 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND STATE INCOME TAX UNDER SECTION 23701(D) OF THE CALIFORNIA REVENUE TAXATION CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING STATEMENTS. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA PROVIDE ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ORGANIZATION IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN BY THE ORGANIZATION IN ITS FEDERAL AND STATE TAX RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. THE ORGANIZATION FILES INFORMATION RETURNS IN THE U.S. FEDERAL JURISDICTION AND STATE OF CALIFORNIA. THE ORGANIZATION'S FEDERAL RETURNS FOR TAX YEARS 2020 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE ORGANIZATION'S CALIFORNIA RETURNS FOR TAX YEARS 2019 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE FRANCHISE TAX BOARD. FORM 990, PART VI, SECTION A, LINE 3 STEPPING OUT HOUSING PAID ENCOMPASS COMMUNITY SERVICES A TOTAL OF APPROXIMATELY $107,189 FOR THE YEAR ENDED JUNE 30, 2024, FOR MANAGEMENT SERVICES. ENCOMPASS COMMUNITY SERVICES PLANS AND EXECUTES STEPPING OUT HOUSING'S FINANCIAL AND EXEMPT OPERATIONS. MONICA MARTINEZ IS AN OFFICER OF BOTH ENCOMPASS COMMUNITY SERVICES AND STEPPING OUT HOUSING. SHE IS NOT COMPENSATED FOR HER WORK FOR STEPPING OUT HOUSING. FORM 990, PART VI, SECTION A, LINE 7A A MINORITY NUMBER OF BOARD MEMBERS SHALL BE ELECTED BY THE BOARD OF TRUSTEES OF ENCOMPASS COMMUNITY SERVICES. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY AN OUTSIDE TAX PROFESSIONAL. THE FORM IS THEN REVIEWED BY THE ORGANIZATION'S CHAIR AND QUESTIONS ARE REFERRED TO THE OUTSIDE TAX PROFESSIONAL. AFTER A FULL REVIEW (WITH MODIFICATIONS WHERE NECESSARY), THE FINAL VERSION OF THE TAX RETURN IS PROVIDED TO THE BOARD OF DIRECTORS. THE RETURN IS THEN FINALIZED AND ELECTRONICALLY FILED WITH THE TAXING AUTHORITIES. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES BOARD MEMBERS TO ANNUALLY DECLARE POTENTIAL CONFLICTS OF INTEREST. BOARD MEMBERS ARE REQUIRED TO RECUSE THEMSELVES FROM VOTING IN ANY MATTER WHERE A CONFLICT REAL OR PERCEIVED MAY BE PRESENT. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON WRITTEN REQUEST TO THE ORGANIZATION'S BOARD OF DIRECTORS. FORM 990, PART IX, LINE 11G OPERATING AND MAINTENANCE FEE: PROGRAM SERVICE EXPENSES 45,449. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 45,449. SECURITY: PROGRAM SERVICE EXPENSES 162,516. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 162,516. CASA DE EXITO INC 380 ENCINAL STREET SUITE 200 SANTA CRUZ CA 95060 770394105 LOW-INCOME HOUSING CA 501(C)(3) LINE 10 0 CASA LINDA INC 380 ENCINAL STREET SUITE 200 SANTA CRUZ CA 95060 770263695 LOW-INCOME HOUSING CA 501(C)(3) LINE 10 0 GRACE COMMONS INC 380 ENCINAL STREET SUITE 200 SANTA CRUZ CA 95060 201967815 LOW-INCOME HOUSING CA 501(C)(3) LINE 10 0 MONARCH DISABLED HOUSING 380 ENCINAL STREET SUITE 200 SANTA CRUZ CA 95060 770546090 LOW-INCOME HOUSING CA 501(C)(3) LINE 10 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0