Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (i)Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| Total | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... | 510,832 | 553,715 | 780,585 | 1,029,823 | 900,912 | 3,775,867 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....... | 0 | |||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | 0 | |||||
| 4 | Total. Add lines 1 through 3 | 510,832 | 553,715 | 780,585 | 1,029,823 | 900,912 | 3,775,867 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | 245,370 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 3,530,497 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 510,832 | 553,715 | 780,585 | 1,029,823 | 900,912 | 3,775,867 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 122 | 173 | 302 | 222 | 132 | 951 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | 0 | |||||
| 11 | Total support Add lines 7 through 10. | 3,776,818 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose...... | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513.. | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 6 | Total. Add lines 1 through 5. | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons... | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e | Discount claimed for blockage or other factors (explain in detail in Part VI): | |||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| 7 | Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions) | |||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2014 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2014 |
(iii) Distributable Amount for 2014 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2014 from Section C, line 6 |
||||
|
2
Underdistributions, if any, for years prior to 2014 (reasonable cause required--see instructions) |
||||
| 3 Excess distributions carryover, if any, to 2014: | ||||
| a From 2009.......X | ||||
| b From 2010.......X | ||||
| c From 2011.......X | ||||
| d From 2012.......X | ||||
| e From 2013....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2014 distributable amount | ||||
|
i
Carryover from 2009 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2014 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2014 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2014, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
||||
|
6
Remaining underdistributions for 2014. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
||||
|
7 Excess distributions carryover to 2015. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a From 2010.......X | ||||
| b From 2011.......X | ||||
| c From 2012.......X | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|
| Software ID: | 14000265 |
| Software Version: | 2014v6.0 |
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| Form 990, Part VI, Line 11b: Form 990 Review Process | A copy of Form 990 is emailed to the Board of Directors for review prior to filing. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | The conflict of interest policy is provided and any potential conflicts are reviewed during the recruitment process of new board members. The Board of Directors inquires among its members and the Executive Director about any potential conflicts at least on an annual basis during the board meetings.The Executive Director reviews potential conflicts of interest (if any) with Directors and Managers when new consultants are contracted by the Organization. |
| Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | The Executive Committee of the Board of Directors annually review and determine the compensation and resonableness of the compensation of the Executive Director by reviewing Form 990 of comparable nonprofit organizations, nonprofit compensation surveys/guides and the change in the cost of living in the San Francisco Bay Area. The Board of Directors approves the budget on an annual basis, which contains an approval of the salary of all of the Officers and Staff of Openhouse. |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | The Executive Director annually reviews and determines the compensation and resonableness of the compensation of all of the Key Employees and Staff by reviewing Form 990 of comparable nonprofit organizations, nonprofit compensation surveys/guides and the change in the cost of living in the San Francisco Bay Area. The Board of Directors approves the budget on an annual basis, which contains an approval of the salary of all of the Officers and Staff of Openhouse. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | The governing documents, conflict of interest policy, and financial statements are available upon request. |
| Openhouse Programs and Accomplishments | Openhouse is a charitable organization, founded in 1998 to enable San Francisco Bay Area lesbian, gay, bisexual and transgender (LGBT) seniors to overcome the unique challenges they face as they age. The Organization provides housing, direct services, and community programs that reduce isolation and empower LGBT seniors to improve their overall health, well-being, and economic security.Without children or other biological family to rely on, LGBT older adults need a model for aging in a community tailored to their lives and family structures. The Organizations goal is for every LGBT senior to: live in safe and stable housing that is affordable to them; be welcomed and appropriately served by all providers along the continuum of care; and be engaged with and supported by their communities of choice.Housing:For decades, thousands of LGBT people have flocked to San Francisco to find personal freedom and acceptance. As older adults, many LGBT seniors struggle to find housing they can afford where they also feel safe to live authentically in a community that respects their lives and understands their relationships.In 2011, Openhouse (through its wholly-owned subsidiary, Openhouse Laguna LLC (the LLC)) formed a partnership with Mercy Housing California, a highly experienced nonprofit developer of affordable housing. Through the 55 Laguna LP (the LP), the two agencies secured significant funding from the City and County of San Francisco to develop a new housing community welcoming to LGBT seniors at 55 Laguna Street in San Francisco.Phase 1 of the development began in April 2015 with the renovation of Richardson Hall. When completed in September 2016, the historic building will include 40 apartments, a ground floor retail space and and expanded Openhouse Information and Service Center. Phase 2, scheduled to begin in October 2016, includes 79 additional units of housing and a new Openhouse Program Center.Separately financed through a community fundraising campaign, the expanded Openhouse facilities along Laguna Street will accommodate the delivery of multiple support services and a wide range of resource events, educational programming, and community-engagement opportunities for both residents and LGBT seniors living across the city.Social Services:Healthy Aging Planning and SupportAn estimated 25,000 LGBT seniors live in San Francisco. Research is clear that LGBT seniors are less likely to participate in general community activities and access the housing and services they need because they fear judgment, rejection or compromised care. Thus, LGBT seniors either do not disclose their sexual orientation or gender identity orat risk to their health and well-being remain isolated without access to housing and community-based services. Openhouse increases access to housing, health and community services by providing the following support services. The agency served 1,860 individuals in FY15. Information and AssistanceLGBT older adults find new sources of support and access critically needed services through the information, referrals and basic emotional support provided by Openhouse. To meet growing community demand and the priorities identified by the San Francisco (LGBT) Aging Policy Task Force, Openhouse was designated as one of ten city-funded Aging and Disability Resource Centers in July 2014.Case Management and Care CoordinationIn September 2014 Openhouse began the citys first case management program for LGBT older adults who have multiple challenges and more complex needs. This continuum of assistance provides the wrap-around support, linkages and coordination that all seniors need. For LGBT seniors, the vast majority of whom do not have children, these services are critical to maintain their independence and ability to remain living in a community settingHousing AssistanceOpenhouse is a critical source of information when new and existing affordable housing options become available. At weekly housing workshops, seniors receive information about their options and eligibility requirements. In follow up sessions, staff and peer-to-peer volunteers assist individuals to complete applications and improve their chances of success through financial coaching, debt-management, and budgeting.Over the last 5 years, Openhouse has provided housing-assistance to almost 1,000 LGBT seniors. Of the approximately 500 who were actively seeking housing, Openhouse helped 326 people find housing and/or get placed on wait-lists for future openings.Friendly Visitor ProgramOpenhouse recruits, screens and trains hundreds of volunteers to provide ongoing companionship, emotional support and practical assistance to LGBT adults at risk for social isolation. Friendly Visitors help reduce this risk by helping seniors socialize and maintain support networks, which is directly correlated to reducing hospitalization stays, avoiding institutional care and improvements in health.Community Engagement, Health and WellnessLGBT seniors rely on friends, community members and organizations like Openhouse as their chosen family to stay engaged and stay healthy.Community Engagement ProgramsCommunity Engagement programs brings LGBT seniors together to reduce social isolation, stay engaged, enrich their lives and have fun. Social and cultural activities include: self-directed social events like game days and monthly potlucks; movie screenings, museum tours and other outings; general discussion groups; and arts and writing workshops. Over the next year, LGBT seniors will enjoy more opportunities for civic engagement and a life enrichment program with evening classes led by volunteer educators and experts in particular areas of interest. New targeted activities will focus on the interests of particular community segments, including members of the community who identify as transgender and people of color.Health and Wellness ActivitiesTo reduce health disparities, promote healthy behavior and encourage early access to care, Openhouse offers 50 health and wellness workshops led by health professionals each year. Workshop topics include: HIV/AIDS prevention and treatment, diabetes prevention, healthy eating, managing stress, reducing suicide ideation, and reducing high blood pressure. In addition to these workshops, Openhouse offers weekly exercise classes, meditation program, and support groups (including an HIV/AIDS support group).Training and Partnership BuildingThe Openhouse Cultural Sensitivity Training and Technical Assistance program is a critical component of our strategy to create physical, emotional and economic stability for LGBT seniors who receive services across the greater housing and senior-services sector. Our training program effectively empowers partner agencies that serve seniors to break down the barriers LGBT seniors face in accessing their housing and services. In addition to building a network of trained agencies that is welcoming and able to serve LGBT seniors over time, the program expands options for our clients today. |
| Software ID: | 14000265 |
| Software Version: | 2014v6.0 |