Nonprofit · EIN 94-2256503
SOURCEWISE
Tax-exempt · SANTA CLARA, CA 95054
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $27,003,934 | $26,673,381 | $330,553 | $9,569,685 | $7,067,642 | $2,502,043 |
| June 30, 2024 | 990 | $25,300,648 | $25,316,738 | -$16,090 | $9,993,670 | $8,308,342 | $1,685,328 |
| June 30, 2023 | 990 | $21,267,649 | $21,292,482 | -$24,833 | $9,291,795 | $7,590,377 | $1,701,418 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $26,683,253
- of which government grants
- $21,234,288
- Program service revenue
- $0
- Investment income
- $22,440
- Other revenue
- $298,241
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $902,003
- Other salaries and wages
- $6,649,851
- Salaries, compensation and benefits (total)
- $9,110,717
- Professional fundraising fees
- $0
- Accounting fees
- $36,700
- Occupancy
- $765,141
- Travel
- $242,897
- Depreciation
- $192,905
- Program services (functional)
- $25,268,737
- Management and general (functional)
- $1,404,644
Balance sheet and other
- Total assets, start of year
- $9,993,670
- Total assets, end of year
- $9,569,685
- Total liabilities, end of year
- $7,067,642
- Net assets, end of year
- $2,502,043
- Land, buildings and equipment
- $1,632,319
- Publicly traded securities
- $173,132
- Net assets without donor restrictions
- $2,502,043
- Gross receipts
- $27,003,934
- Employees
- 144
- Volunteers
- 1,531
- Year formed
- 1974
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Aneliza Del Pinal | Chief Executive Offier Officer, Key employee | 40 | $286,194 |
| Dung Nguyen | VP of Finance, Risk & Compliance Key employee | 40 | $189,261 |
| Edith Gong | Public Authority Director Highest-paid employee | 40 | $151,542 |
| Teck Chen Chia | Accounting & Payroll Manager Highest-paid employee | 40 | $139,244 |
| Rosaura Jimenez | Director of Supportive Service Highest-paid employee | 40 | $135,762 |
| Jeff Tepper | President Trustee or director, Officer | 2 | $0 |
| Sonya Casares | Vice President Trustee or director, Officer | 2 | $0 |
| Matthew Woodruff | Treasurer Trustee or director, Officer | 2 | $0 |
| Robert MacLaughlin | Board Member Trustee or director | 2 | $0 |
| Heather Severson-Tanez | Board Member Trustee or director | 2 | $0 |
| Michal Ann Mendoza | Board Member Trustee or director | 2 | $0 |
| Maureen Heath | Board Member Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Aneliza Del Pinal | Chief Executive Offier Officer, Key employee | 40 | $279,909 |
| Dung Nguyen | Director of Finance Key employee | 40 | $168,806 |
| Edith Gong | Public Authority Director Highest-paid employee | 40 | $156,195 |
| Teck Chen Chia | Accounting & Payroll Manager Highest-paid employee | 40 | $132,201 |
| Nolan Feliciano | Director of Networks Highest-paid employee | 40 | $117,023 |
| Jeff Tepper | President Trustee or director, Officer | 2 | $0 |
| Sonya Casares | Vice President Trustee or director, Officer | 2 | $0 |
| Matthew Woodruff | Treasurer Trustee or director, Officer | 2 | $0 |
| Robert MacLaughlin | Board Member Trustee or director | 2 | $0 |
| Heather Severson-Tanez | Board Member Trustee or director | 2 | $0 |
| Michal Ann Mendoza | Board Member Trustee or director | 2 | $0 |
990 for the year ended June 30, 2023: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Aneliza Del Pinal | Chief Executive Offier Officer, Key employee | 40 | $185,138 | $26,755 |
| Edith Gong | Public Authority Director Highest-paid employee | 40 | $149,088 | $31,608 |
| Dung Nguyen | Director of Finance Key employee | 40 | $173,637 | $1,821 |
| Joseph Flynn | Chief Operating Officer Key employee | 40 | $154,837 | $6,395 |
| Teck Chen Chia | Accounting & Payroll Manager Highest-paid employee | 40 | $134,389 | $21,757 |
| Jeff Tepper | President Trustee or director, Officer | 2 | $0 | $0 |
| Sonya Casares | Vice President Trustee or director, Officer | 2 | $0 | $0 |
| Matthew Woodruff | Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| Robert MacLaughlin | Board Member Trustee or director | 2 | $0 | $0 |
| Heather Severson-Tanez | Board Member Trustee or director | 2 | $0 | $0 |
| Michal Ann Mendoza | Board Member Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3100 DE LA CRUZ BLVD STE 310, SANTA CLARA, CA 95054-2452
- Principal officer (990 for 2024)
- Aneliza Del Pinal, 3100 De La Cruz Blvd Suite 310, Santa Clara, CA 95054
- Signed the 990
- Aneliza Del Pinal, CEO
- Phone
- (408) 350-3200
- Website
- www.mysourcewise.com
- Return prepared by
- Hiep Pham CPA Inc
California records
California keeps its own records of charities and corporations. Search them by EIN 94-2256503 or by the name SOURCEWISE.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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.
Program accomplishments
- Provided services to elderly in Santa Clara County including in-home assistance, meals & nutritional services, day health care, transportation, respite services, insurance counseling, legal assistance, job training and placement opportunities.Expenses $25,268,737 · grants $9,303,991
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 94-2256503
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1975
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P81Z)
- Assets (IRS master file)
- $9,569,685
- Income (IRS master file)
- $27,003,934
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $27,003,934 | $26,673,381 | $9,569,685 | XML |
| 990 | June 2024 | $25,300,648 | $25,316,738 | $9,993,670 | XML |
| 990 | June 2023 | $21,267,649 | $21,292,482 | $9,291,795 | XML |
| 990 | June 2022 | $17,866,035 | $18,144,770 | $7,993,096 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-2256503).
Questions about SOURCEWISE
- What is the EIN of SOURCEWISE?
- The employer identification number (EIN) of SOURCEWISE is 94-2256503.
- Is SOURCEWISE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1975.
- Are donations to SOURCEWISE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SOURCEWISE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SOURCEWISE due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOURCEWISE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SOURCEWISE?
- The 990 for the year ended June 30, 2025 names Aneliza Del Pinal.
- Who are the officers and directors of SOURCEWISE?
- The 990 for the year ended June 30, 2025 lists 12 people; 5 received compensation from the organization, the highest $286,194 (Aneliza Del Pinal, Chief Executive Offier).
- How much revenue does SOURCEWISE have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $27,003,934, expenses of $26,673,381 and total assets of $9,569,685 at year end.
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