2019-05-15T18:31:42-05:00 2018-06-30 946214841 ARMANINO LLP 11766 WILSHIRE BLVD 9TH FLOOR LOS ANGELES CA 90025 990 2017-07-01 954109386 STEP UP ON SECOND STREET INC STEP 3103946889 1328 SECOND STREET SANTA MONICA CA 90401 JUDSON LEIBEE CFO 3103946889 2019-05-15 1 RENEE ORDENEAUX P00733066 3104784148 66.220.122.44 2019-05-15 18:21:36 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 32944E05676CDE9247B19067644C8267CD19105B 2017 2019-02-21 02:37:17Z JUDSON LEIBEE 1328 SECOND STREET SANTA MONICA CA 90401 21566140 0 X WWW.STEPUPONSECOND.ORG X 1986 CA PROVIDE LONG-TERM SUPPORT OF PEOPLE WITH SEVERE AND PERSISTENT MENTAL ILLNESS 17 17 218 65 0 0 13872001 20488060 620807 1034317 6597 4008 -72796 39755 14426609 21566140 10000 0 0 0 8936362 11720965 0 0 916224 4893916 6490964 13840278 18211929 586331 3354211 22390332 23809880 8768114 6833451 13622218 16976429 X STEP UP ON SECOND DELIVERS COMPASSIONATE SUPPORT TO PEOPLE EXPERIENCING SERIOUS MENTAL HEALTH ISSUES, AND PERSONS WHO ARE EXPERIENCING CHRONIC HOMELESSNESS, TO HELP THEM RECOVER, STABILIZE, AND INTEGRATE INTO THE COMMUNITY. THROUGH DYNAMIC PARTNERSHIPS, WE PROVIDE POSITIVE SOCIAL AND LEARNING ENVIRONMENTS, VOCATIONAL TRAINING, PERMANENT SUPPORTIVE HOUSING OPPORTUNITIES, AND RECOVERY SERVICES TO EMPOWER INDIVIDUALS TO CULTIVATE LIVES OF HOPE AND DIGNITY. WE EXERCISE INNOVATIVE LEADERSHIP AND ADVOCACY TO INCREASE PUBLIC UNDERSTANDING, SUPPORT, AND ACCEPTANCE OF ALL PEOPLE LIVING WITH SERIOUS MENTAL HEALTH ISSUES. 0 0 13565099 100763 MENTAL HEALTH AND CASE MANAGEMENTCOMPREHENSIVE WRAPAROUND SUPPORT SERVICES, PROGRAMS AND PERMANENT SUPPORTIVE HOUSING SERVICES TO 3,000 INDIVIDUALS LEADING TO INDIVIDUAL GOAL ATTAINMENT, SELF-SUFFICIENCY, AND RECOVERY FOR INDIVIDUALS (AGES 18+) AFFECTED BY SERIOUS MENTAL HEATLH ISSUES. STEP UP ON SECOND PROVIDES: - MENTAL HEALTH SERVICES - BOTH IN CLINIC AND FIELD BASED SERVICES- CASE MANAGEMENT AND HOUSING AND HEALTH SERVICES - LIFE SKILLS COACHING, SOCIALIZATION, MEALS, HOMELESS ADVOCACY, OUTREACH AND HOUSING STABILIZATION- HOMELESS VETERANS FOCUSED SERVICES, OUTREACH, MENTAL HEALTH, HOUSING PLACEMENT AND SUPPORT 1356167 904250 REAL ESTATE RENTAL OPERATIONSASSISTS INDIVIDUALS IN MOVING FROM THE STREET INTO PERMANENT SUPPORTIVE HOUSING . STEP UP ON SECOND PLACED 155 CHRONICALLY HOMELESS INDIVIDUALS IN PERMANENT SUPPORTIVE HOUSING THE PAST YEAR. AS OF JUNE 30, 2018, STEP UP OWNED AND/OR OPERATED PROPERTIES IN BOTH SANTA MONICA AND HOLLYWOOD WITH A TOTAL OF 354 SINGLE UNITS. 240064 8080 SUPPORTED EMPLOYMENT TRAINING AND PLACEMENTJOB COACHING, ON SITE TRAINING IN FOOD SERVICES, RECEPTION ADMIN AND FACILITIES MAINTENANCE PROGRAMS WHICH PREPARE OUR MEMBERS FOR PAID EMPLOYMENT IN THE COMMUNITY AT LARGE AND HELP PROMOTE SELF SUFFICIENCY AND RECOVERY. STEP UP ON SECOND PLACED 41 INDIVIDUALS IN UNSUBSIDIZED EMPLOYMENT LAST YEAR. 15161330 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 117 0 1 218 1 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 JUDSON LEIBEE 3105761308 1328 SECOND STREET SANTA MONICA CA 90401 BARRETT ESAREY BOARD CHAIR 1.00 X X 0 0 0 ANANT PATEL BOARD VICECHAIR 1.00 X X 0 0 0 KEVIN KOZAL BOARD SECRETARY 1.00 X X 0 0 0 MARJORIE HENDRICKS BOARD TREASURER 1.00 X X 0 0 0 LISE BORNSTEIN DIRECTOR 0.50 X 0 0 0 MARLY ANN CARLISLE DIRECTOR 0.50 X 0 0 0 DR FERNANDO TORRES GIL DIRECTOR 0.50 X 0 0 0 NANCY CARTER DIRECTOR 0.50 X 0 0 0 JONATHAN D GREENBERG ESQ DIRECTOR 0.50 X 0 0 0 HARRY KEILEY DIRECTOR 0.50 X 0 0 0 ANDI LOVANO DIRECTOR 0.50 X 0 0 0 PETER C SCHOLZE DIRECTOR 0.50 X 0 0 0 LEROY SIMPKINS DIRECTOR 0.50 X 0 0 0 MIA ST JOHN DIRECTOR 0.50 X 0 0 0 IVAN M ILLAN DIRECTOR 0.50 X 0 0 0 LES JONES DIRECTOR 0.50 X 0 0 0 ZEV YAROSLAVSKY DIRECTOR 0.50 X 0 0 0 TOD LIPKA CHIEF EXECUTIVE OFFICER 40.00 X 279529 0 13004 BARBARA BLOOM CHIEF OPERATING OFFICER 40.00 X 162539 0 17532 JUDSON LEIBEE CHIEF FINANCIAL OFFICER 40.00 X 6375 0 0 KIM CARSON CHIEF FINANCIAL OFFICER 40.00 X 164574 0 13873 CAROLYN BAKER VICE PRESIDENT - DEVELOPMENT 40.00 X 151061 0 10601 AMY STONE VICE PRESIDENT - VOCATIONAL 40.00 X 132460 0 9604 AARON CRISWELL VICE PRESIDENT - HOUSING SERVICES 40.00 X 122933 0 9647 DAVID TAVLIN VICE PRESIDENT - QUALITY MANAGEMENT 40.00 X 110599 0 9414 KIM ALBERS PROJECT DIRECTOR 40.00 X 110238 0 6466 1240308 0 90141 11 0 1 0 ZAPTECH 1171 S ROBERTSON BLVD 212 LOS ANGELES CA 90035 INFORMATION TECHNOLOGY 135871 LUCKY BUY 397 W BASELINE A SAN BERNARDINO CA 92405 FURNITURE AND HOUSING SUPPLIES 133893 ARMANINO LLP PO BOX 398285 SAN FRANCISCO CA 94139 AUDIT, TAX, AND CONSULTING 123386 JULIO GARCIA PO BOX 250126 GLENDALE CA 91225 PROPERTY REPAIR AND MAINTENANCE 114788 4 16104529 4383531 41494 20488060 CLIENT RENTS 531110 610571 610571 PROGRAM SERVICE FEES 900099 390746 390746 MANAGEMENT FEES 531390 33000 33000 1034317 4008 4008 LAUNDRY, VENDING, FOOD 531390 80907 80907 MISCELLANEOUS 900099 59980 59980 INSURANCE RECOVERY 900099 999 999 -102131 -102131 39755 21566140 1013093 0 64987 694289 192309 455537 46443 9107697 7669665 849604 588428 67093 59669 3248 4176 1106908 1035834 7142 63932 744978 598856 97794 48328 57007 57007 11615 11615 173760 173760 898632 836253 62379 569520 470077 52605 46838 1032847 990034 42783 30 29094 29094 205763 92643 113120 228097 210802 17295 SUPPLIES 1835530 1806013 21066 8451 TRANSPORTATION 454857 370525 77535 6797 REPAIRS AND MAINTENANCE 271531 261853 7967 1711 AUTO & EQUIPMENT LEASES 247989 212444 26690 8855 474722 325259 119607 29856 18211929 15161330 2134375 916224 844899 1412069 975697 754669 250000 1793191 2413599 1983484 1983484 38731 30574 102230 16844 14797383 1989206 12366368 12808177 4285732 4140464 22390332 23809880 2213509 1835155 405768 1149130 5860908 3623175 287929 225991 8768114 6833451 X 1291933 3722640 12330285 13253789 13622218 16976429 22390332 23809880 3354211 0 X 0 1 X 1 1 1 X 8321876 9063081 14079087 13872001 20488060 65824105 8321876 9063081 14079087 13872001 20488060 65824105 65824105 20505 20004 19608 6597 4008 70722 178654 89636 155002 57345 60979 541616 66436443 3685259 0.99080 0.98950 X 1 0 8361348 8361348 5153605 1012585 4141020 801159 504910 296249 481271 471711 9560 12808177 INVESTMENT IN SUBSIDIARY'S 3693181 REPLACEMENT RESERVES 73260 TENANT SECURITY DEPOSITS 41275 TAX AND INSURANCE RESERVES 1542 RESERVES HELD BY AGENCY 26419 DEPOSITS 141001 GIFT CARDS TO BE USED FOR CONSTRUCTION MATERIALS 162973 OPERATING RESERVES 813 4140464 SECURITY DEPOSIT LIABILITIES 36440 DUE TO RELATED ENTITIES 189551 225991 PART IV, LINE 1B: THE ORGANIZATION HOLDS FUNDS IN TRUST FOR CERTAIN PROGRAM PARTICIPANTS WHO ARE NOT CAPABLE OF HANDLING THEIR OWN FINANCES. BANK ACCOUNTS ARE MAINTAINED FOR THIS PURPOSE. AS OF JUNE 30, 2017, THE BALANCES IN THESE ACCOUNTS TOTALED $112,194. X X 0 0 0 0 0 0 0 0 0 TOD LIPKA CHIEF EXECUTIVE OFFICER 279529 0 0 0 0 0 6126 0 6878 0 292533 0 0 0 BARBARA BLOOM CHIEF OPERATING OFFICER 162539 0 0 0 0 0 4026 0 13506 0 180071 0 0 0 KIM CARSON CHIEF FINANCIAL OFFICER 164574 0 0 0 0 0 3350 0 10523 0 178447 0 0 0 CAROLYN BAKER VICE PRESIDENT - DEVELOPMENT 151061 0 0 0 0 0 3781 0 6820 0 161662 0 0 0 X 1 41494 FMV - QUOTED PRICES 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B LINE 11A EXPLANATION - FORM 990 IS PREPARED BY AN OUTSIDE CONSULTANT, AND REVIEWED AND APPROVED BY MANAGEMENT AND THE FINANCE COMMITTEE. A COPY OF THE FINAL FORM 990 IS THEN SENT ELECTRONICALLY TO ALL BOARD MEMBERS PRIOR TO IT BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C THE CFO, AS HEAD OF HUMAN RESOURCES, ACCOUNTING, & SUPPORT, REVIEWS ALL CONTRACTS PRIOR TO IMPLEMENTATION FOR COMPLIANCE. A CONFLICT OF INTEREST POLICY IS PART OF EACH EMPLOYEE'S PERSONNEL PACKAGE AND IS SIGNED BY EACH EMPLOYEE AND MAINTAINED IN EACH INDIVIDUAL'S PERSONNEL FILE. IN ADDITION, THE BOARD OF DIRECTORS' BYLAWS CONTAIN A CONFLICT OF INTEREST POLICY THAT EACH BOARD MEMBER RECEIVES AS PART OF THEIR APPOINTMENT. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS REVIEWS THE CEO'S PERFORMANCE AND RECOMMENDS ANY MODIFICATIONS TO COMPENSATION AS NEEDED. THE CEO REVIEWS EXECUTIVE STAFF PERFORMANCE AND RECOMMENDS COMPENSATION CHANGES AS REQUIRED. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE TO EXECUTIVE STAFF AND THE BOARD OF DIRECTORS. UPON REQUEST FROM THE GENERAL PUBLIC, THE ORGANIZATION WILL PROVIDE ACCESS TO THESE DOCUMENTS AS REQUIRED BY LAW. DANIEL'S VILLAGE LLC 1328 SECOND STREET SANTA MONICA CA 90401 800438547 SUPPORTIVE LOW-INCOME HOUSING CA 87016 2328648 STEP UP ON SECOND STREET INC STEP UP ON SECOND LLC 1328 SECOND STREET SANTA MONICA CA 90401 271713257 SUPPORTIVE LOW-INCOME HOUSING CA 367841 3365511 STEP UP ON SECOND STREET INC MICHAEL'S VILLAGE LLC 1328 SECOND STREET SANTA MONICA CA 90401 461219266 SUPPORTIVE LOW-INCOME HOUSING CA 356324 4330534 STEP UP ON SECOND STREET INC THE TAMMY APARTMENTS LLC 1328 SECOND STREET SANTA MONICA CA 90401 462549403 SUPPORTIVE LOW-INCOME HOUSING CA 124211 1029878 STEP UP ON SECOND STREET INC STEP UP ON VINE CAFE LLC 1328 SECOND STREET SANTA MONICA CA 90401 472080481 FOOD SERVICE FOR LOW-INCOME PEOPLE CA 36324 0 STEP UP ON SECOND STREET INC STEP UP ON 26TH LLC 1328 SECOND STREET SANTA MONICA CA 90401 999999999 SUPPORTIVE LOW-INCOME HOUSING CA 113695 5345806 STEP UP ON SECOND STREET INC STEP UP ON SECOND LP 1328 SECOND STREET SANTA MONICA CA 90401 954477651 SUPPORTIVE LOW-INCOME HOUSING CA STEP UP ON SECOND ST RELATED -1053 29488 0 1 0.99000 STEP UP ON FIFTH LP 3701 WILSHIRE BLVD SUITE 700 LOS ANGELES CA 90010 510531280 SUPPORTIVE LOW-INCOME HOUSING CA EHP FUND RELATED -22 69329 0 1 0.00490 STEP UP ON COLORADO LLC 5020 SANTA MONICA BLVD LOS ANGELES CA 90029 455319131 SUPPORTIVE LOW-INCOME HOUSING CA N/A RELATED -48 1344 0 1 0.00010 STEP UP ON VINE LLC 5020 SANTA MONICA BLVD LOS ANGELES CA 90029 455319131 HOUSING CA HOLLYWOOD COMM HOUSG C -27 683 0.50000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0