Sourcewise
Donations deductibleRevenue
$27m
year to 30 June 2025
Expenses
$26.7m
year to 30 June 2025
Total assets
$9.6m
$7.1m liabilities
Net assets
$2.5m
assets less liabilities
Directors and trustees
7
6.8 years on average
Staff
144
1,531 volunteers
Left since last filing
0
no seats appear to have opened
Officers and senior staff
19
named in Part VII
Sourcewise's network
7 people2 organisationsi7 people and 2 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (7). Violet dotted lines (8) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
7 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 7 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Heather Severson-Tanez | Board Member | 2020 | 6 yrs |
| Jeff Tepper | President | 2018 | 8 yrs |
| Matthew Woodruff | Treasurer | 2020 | 6 yrs |
| Maureen Heath | Board Member | 2025 | 1 yr |
| Michal Ann Mendoza (also filed as Michal Mendoza) | Board Member | 2018 | 8 yrs |
| Robert Maclaughlin | Board Member | 2018 | 8 yrs |
| Sonya Casares | Vice President | 2018 | 8 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
19 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Aneliza Del Pinal | Dir. of Public Ret | since 2018 |
| Chia Teck Chen | Accounting and Pay | 2018 |
| Crystal Shafiabady | Director of Information & Awareness | since 2019 |
| Dung Nguyen | VP of Finance, Risk & Compliance | since 2018 |
| Edith Gong | Public Authority Director | since 2018 |
| Elizabeth Brown | Director of I&A/Planner | 2020 |
| Henri Villalovoz | Dir. of MOW | 2019 |
| Joseph Flynn | Chief Operating Officer | 2023 |
| Linda Phillips | Director of Public Authority | 2022 |
| Lisa Whitmore | Director of MSSP | since 2019 |
| Manuel Altamirano | COO | since 2018 |
| Marcelo Espiritu | Director of HICAP | since 2019 |
| Mary Tinker | Director of Public Authority | since 2018 |
| Michal Ann Mendoza | Board Member | 2020 |
| Nolan Feliciano | Director of Networks | since 2019 |
| Rosaura Jimenez | Director of Supportive Service | since 2019 |
| Seong Hinman | CFO | 2018 |
| Stephen Schmoll | CEO | 2018 |
| Teck Chen Chia | Accounting & Payroll Manager | since 2023 |
Pay and hours
year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Aneliza Del Pinal | Chief Executive Offier | 40 | $286k | ||
| Dung Nguyen | VP of Finance, Risk & Compliance | 40 | $189k | ||
| Edith Gong | Public Authority Director | 40 | $152k | ||
| Teck Chen Chia | Accounting & Payroll Manager | 40 | $139k | ||
| Rosaura Jimenez | Director of Supportive Service | 40 | $136k | ||
| Jeff Tepper | President | 2 | $0 | ||
| Sonya Casares | Vice President | 2 | $0 | ||
| Matthew Woodruff | Treasurer | 2 | $0 | ||
| Robert MacLaughlin | Board Member | 2 | $0 | ||
| Heather Severson-Tanez | Board Member | 2 | $0 | ||
| Michal Ann Mendoza | Board Member | 2 | $0 | ||
| Maureen Heath | Board Member | 2 | $0 |
About
- Legal name
- Sourcewise
- EIN
- 942256503
- Address
- 3100 de la Cruz Blvd Ste 310, Santa Clara, CA, 95054-2452
- State
- California
- Mission
- The Mission of Sourcewise is to foster a comprehensive coordinated home and community based service delivery system to meet the needs of older persons and their caregivers in Santa Clara. (as filed on the Form 990)
- Activity (NTEE)
- P81Z Human services
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Human Services
- Size band
- 7 (IRS master file code)
- Formed
- 1974
- IRS ruling date
- 1 June 1975
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 8, latest 2025
- IRS Publication 78
- PC (contributions deductible)
Most connected
Related organisations (Schedule R)
Longest observed on the filings
≥8years on the filingsJeff Tepper
≥8years on the filingsMichal Ann Mendoza
≥8years on the filingsRobert Maclaughlin
≥8years on the filingsSonya Casares
Latest return
year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.- Total assets
- $9.6m
- Total liabilities
- $7.1m
- Net assets or fund balances
- $2.5m
- Contributions and grants received
- $26.7m
- Program service revenue
- $0
- Employees
- 144
- Volunteers
- 1,531
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2023 | $25.3m | $25.3m | Deficit $16k |
As filed on the IRS Form 990. US dollars.
Grants paid
17 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.| Recipient | Purpose | Amount |
|---|---|---|
| County of Santa Clara | Title III-C1, III-C2, | $6.8m |
| Catholic Charities of Santa Clara County | Title III-B, III-E, VII-A, MOCA | $683k |
| Senior Adults Legal Assistance | Title III-B, VII-B | $394k |
| Live Oak Adult Day Services | Title III-B, III-E | $370k |
| Community Services Agency of Mountain View and Los Altos | $197k | |
| Hearts and Minds Activity Center | Title III-E, MOCA | $134k |
| Avenidas | Title III-B, III-E | $115k |
| San Jose State University Research Foundation - Timpany Center | $93k | |
| Asian American Community for Involvement | $85k | |
| Alzheimer's Disease and Related Disorders Association Inc | $65k | |
| Peninsula Volunteers Inc | Title III-B, MOCA | $60k |
| Family Caregiver Alliance | $53k | |
| Loaves & Fishes Family Kitchen | Title III-C2 | $50k |
| Bloom USA Catering | $50k | |
| West Valley Community Services | $23k | |
| City of Sunnyvale | $21k | |
| Hunger at Home | $19k |