2024-05-15T12:38:19-05:00 2023-06-30 330639599 Stephens Reidinger & Beller LLP 1301 Dove Street Suite 890 Newport Beach CA 92660 990 2022-07-01 711047686 The Illumination Foundation ILLU 9492730555 2871 Pullman St Santa Ana CA 92705 Pooja Bhalla CEO 9492730555 2024-05-13 1 Pooja Bhalla 999009999 1 David R Stephens P00339728 9497527400 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Pooja Bhalla 2871 Pullman St Santa Ana CA 92705 57391780 0 X www.ifhomeless.org X 2008 CA Provide housing and healthcare services to break or prevent the cycle of homelessness. 24 23 520 727 0 0 3882559 5091447 32951694 43295905 474 1253881 513982 5629546 37348709 55270779 8391497 8442657 0 0 17572443 23251696 0 0 1501028 12784358 15847196 38748298 47541549 -1399589 7729230 21908033 38285720 13267029 21915486 8641004 16370234 Our vision is to break the cycle of homelessness. Our public/private partnership combines healthcare and mental health services with housing and social services to reduce the impacts of homelessness and reduce people's vulerability to future homelessness. 0 0 42488073 8442657 55270779 Provide housing,social services and healthcare services to homeless individuals and families. 42488073 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 1 0 0 1 0 0 0 0 1 1 0 0 0 1 214 0 1 520 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 24 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X X X Pooja Bhalla 9492730559 2871 Pullman St Santa Ana CA 92705 Ginny Ripslinger Board Director 3.00 X 0 0 0 Howard Mirowitz Board Director 3.00 X 0 0 0 Jacqueline Dupont Chair 3.00 X X 0 0 0 Greg Buchert Board Director 3.00 X 0 0 0 Larry Haynes Board Director 3.00 X 0 0 0 Marc Scher Board Director 3.00 X 0 0 0 Mark Costa Board Director 3.00 X 0 0 0 Karen Jordan Board Director 3.00 X 0 0 0 Michael Cupps Board Director 3.00 X 0 0 0 Michael Haynes Treasurer 3.00 X X 0 0 0 Larry Haynes Board Director 3.00 X 0 0 0 Ripu Arora Board Director 3.00 X 0 0 0 Robert Warren Vice Chairman 3.00 X X 0 0 0 Mark Austin Board Director 3.00 X 0 0 0 Laurie Allen Secretary 3.00 X X 0 0 0 Getta Grover Board Director 3.00 X 0 0 0 Ronald Kim Board Director 3.00 X 0 0 0 Pooja Bhalla CEO 50.00 X X 272174 0 0 Rick Chan Board Director 3.00 X 0 0 0 Clark Jones Board Director 3.00 X 0 0 0 Tom Duchene Board Director 3.00 X 0 0 0 Margaret Pfeiffer Board Director 3.00 X 0 0 0 Teresa Razo Board Director 3.00 X 0 0 0 Ian Williamson Board Director 3.00 X 0 0 0 John Ing CFO 50.00 X 227263 0 0 Paul Leon Former CEO 50.00 X 309650 0 0 Jack Toan Former COO/Co-CEO 50.00 X 203624 0 0 1012711 0 0 4 1 1 0 0 1369585 3721862 423997 5091447 Program service fees 624200 43295905 43295905 43295905 475381 475381 2578500 1800000 778500 778500 778500 297643 1369585 321001 -23358 -23358 Empl Retention Credit 531310 5362950 5362950 Management Fee 531310 152992 152992 Miscellaneous & rebates 531310 136962 136962 5652904 55270779 49727309 0 452023 X 8442657 8442657 703061 344500 267163 91398 19065446 17478496 872274 714676 1892222 1702300 123467 66455 1590967 1452322 85921 52724 6014049 5094753 752632 166664 29975 220 29755 61924 27736 15436 18752 1506994 1429661 77333 288247 235412 48110 4725 73890 3939 64111 5840 277929 173635 104294 1014279 908514 75482 30283 1514462 1429295 72713 12454 Temporary help 1343114 1325024 16640 1450 Supplies 831037 610629 211931 8477 Repairs and maintenance 696071 506168 189903 Utilities 410519 350564 59955 1784706 972468 514863 297375 47541549 42488073 3552448 1501028 2089650 1896108 5048780 5772116 245701 207869 16158879 2951439 13492977 13207440 1030925 17202187 21908033 38285720 6094391 6079170 846337 229408 4875666 5477716 1450635 10129192 13267029 21915486 X 7011017 15047211 1629987 1323023 8641004 16370234 21908033 38285720 7729230 0 X 0 1 X 1 1 1 X 3926957 5577853 7894934 4240137 5467026 27106907 16750670 23642763 40546279 40603324 43432867 164975903 20677627 29220616 48441213 44843461 48899893 192082810 0 0 0 192082810 86335 41936 58 474 475381 604184 86335 41936 58 474 475381 604184 20763962 29262552 48441271 44843935 49375274 192686994 0.99690 0.99890 0.00310 0.00110 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1541971 1541971 12936159 2178455 10757704 858867 500590 358277 821882 272394 549488 13207440 Security deposits 1443304 ERC Refund Receivable 5838234 Operating right-of-use asset net 8920500 Investment in LLCs 1000149 17202187 Line of Credit 975000 Lease Liability 9154192 10129192 55721938 451159 451159 55270779 0 55270779 47992708 451159 451159 47541549 0 47541549 OC Chef's Table 1323117 1061735 261382 254930 Women's Philanthropy 258876 226500 32376 34814 1 85235 81350 3885 31257 1667228 1369585 297643 321001 321001 -23358 CA 1 0 0 0 0 0 1 Housing, food, transportation 6947 8442657 Book Food, clothing, diapers, gift cards Part I, Line 2: Assistance, including housing, food, and transportation, were provided to homeless families. The assistance provided is tracked and recorded monthly which is then accumulated into a database used for reporting. X X X 0 0 0 0 0 0 0 0 0 Paul Leon Former CEO 309650 0 0 0 0 0 0 0 0 0 309650 0 0 0 Pooja Bhalla CEO 249674 0 22500 0 0 0 0 0 0 0 272174 0 0 0 John Ing CFO 207763 0 19500 0 0 0 0 0 0 0 227263 0 0 0 Jack Toan Former COO/Co-CEO 202124 0 1500 0 0 0 0 0 0 0 203624 0 0 0 1 board member Treasurer 175663 Rent paid to an entity affiliated with a board member. 0 1 board member Director 59712 Rent paid to an entity affiliated with a board member. 0 X 154647 Thrift store value X Fundraising event items 0 269350 0 0 0 Form 990, Part VI, Section B, line 11b A complete copy is made available to all board members before the full Board votes on accepting the Finance Committee recommendation. After the board votes to accept, the Form 990 is filed. Form 990, Part VI, Section B, line 12c The conflict of interest policy is signed annually by the members of the Board and reviewed by the Financial committee Chair and Chairman of the Board. If there is an apparent conflict of interest it is investigated immediately by the head of the Finance committee. If the governing board or committee has reasonable cause to believe a member has failed to disclose actual or possible conflicts of interest, it shall inform the member of the basis for such belief and afford the member an opportunity to explain the alleged failure to disclose. If, after hearing the member's response and after making further investigation as warranted by the circumstances, the governing board or committee determines the members has failed to disclose an actual or possible conflict of interest, it shall take appropriate disciplinary and corrective action. Form 990, Part VI, Section B, line 15a The review procedures for the CEO are: the CFO is asked to provide comparable salaries from the most recent edition of Compensation & Benefits Survey from the Center for Nonprofit Management. This information is reviewed periodically by the Board Chair and is available upon request for other Board members. The Board may also ask for information from other similar nonprofits whose CEO/ED performs similar duties, i.e. fund development, grant writing, etc. At a regular Board meeting the Chair solicited input from Board members regarding the CEO performance and the Board established the CEO's compensation for the year. The Chair and CEO may wish to establish goals for the following year at that time or at another meeting, for example, in conjunction with the annual budget. Form 990, Part VI, Section C, line 19 Financial statement is made available on our website and through Guidestar.org. Governing documents, including conflict of interest policy, are made available at our main office to anyone who wants to review. Form 990, Part IX, line 11g Professional Services: Program service expenses 5,094,753. Management and general expenses 752,632. Fundraising expenses 166,664. Total expenses 6,014,049. Illumination Housing LLC 1091 N Batavia St Orange CA 92867 844076470 Rental CA The Illumination Foundation Related, excluded 1 1 Clarke Lew Medical Corp 2871 Pullman St Santa Ana CA 92705 851438456 Medical services CA C 0 0 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 Illumination Housing LLC K 506971 cash