ENCOMPASS COMMUNITY SERVICES

EIN: 237275290 501(c)(3) Human Services

SANTA CRUZ, CA

Total Revenue
$40,887,176
Total Expenses
$35,944,957
Total Assets
$16,234,362
Net Assets
$5,393,288
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1973
Legal Domicile
CA
Principal Officer
KIM MORRISON
Phone
8314691700
Tax Period
2024-07-01 to 2025-06-30

ENCOMPASS COMMUNITY SERVICES, founded in 1973, is a mid-sized nonprofit in the Human Services sector that reported $40.9M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $35.9M left a modest 12% surplus.

Mission

ENCOMPASS COMMUNITY SERVICES BELIEVES THAT HEALTH ISN'T JUST SOMETHING (CONTINUED ON SCHEDULE O) WE GET AT THE DOCTOR'S OFFICE; IT STARTS IN OUR FAMILIES, IN OUR SCHOOLS AND WORKPLACES, IN OUR NEIGHBORHOODS. WE ADDRESS THE CONDITIONS IN WHICH PEOPLE IN OUR COMMUNITY LIVE SO THAT EVERYONE HAS THE BENEFIT OF A LONG, HEALTHY LIFE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $22,276,985
Program Service Revenue $18,574,332
Investment Income $0
Other Revenue $35,859
TOTAL REVENUE $40,887,176

Expense Breakdown

Grants Paid $0
Salaries & Benefits $26,635,999
Fundraising Expenses $11,514
Program Expenses $29,946,719
Other Expenses $9,308,958
TOTAL EXPENSES $35,944,957

Year-over-Year Comparison

2024 2023 Change
Revenue $40,887,176 $36,753,889 +0.1%
Expenses $35,944,957 $35,252,301 +0.0%
Net Income $4,942,219 $1,501,588 +2.3%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

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Liquidity & Cash Position

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Governance

Voting Members
8
Independent Members
8
Employees
491
Volunteers
104

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
7
$363,656
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ELAINE JOHNSON CHAIRPERSON 2.50
Officer Director
$0 $0 $0
CASSANDRA HAFLEY POLICY COUN. CHAIR. (THRU 10/24) 2.50
Officer Director
$0 $0 $0
SARAI JIMENEZ POLICY COUN. CHAIR. (START 10/24) 2.50
Officer Director
$0 $0 $0
MYRA RODRIGUEZ SECRETARY 2.50
Officer Director
$0 $0 $0
STEVE GLYNN TREASURER 2.50
Officer Director
$0 $0 $0
ASHLEY CARRIVEAU AT-LARGE 2.50
Director
$0 $0 $0
WILMA GOLD AT-LARGE 2.50
Director
$0 $0 $0
ORIANA NOLAN AT-LARGE 2.50
Director
$0 $0 $0
SUZANNE WILLIS AT-LARGE 2.50
Director
$0 $0 $0
MONICA MARTINEZ CHIEF EXECUTIVE OFF. (THRU 1/25) 40.00
Officer
$181,613 $8,790 $190,403
KIM MORRISON CHIEF FINANCIAL OFFICER 40.00
Officer
$153,688 $19,565 $173,253
LISA RUSSELL CHIEF PROGRAMS OFFICER 40.00
Highest
$133,212 $7,890 $141,102
LINDA ALVES CHIEF OPERATING OFFICER 40.00
Highest
$141,441 $12,539 $153,980
ANNE ADAMSON CFDP DIRECTOR 40.00
Highest
$128,605 $4,401 $133,006
JANE JENNINGS DIRECTOR, HUMAN RESOURCES 40.00
Highest
$120,264 $14,125 $134,389
SARA ANDERSON DIR. ADU INTEG BEHAV HLTH 30.00
Highest
$125,449 $900 $126,349
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $40,887,176 $35,944,957 $16,234,362 $4,942,219
2024 No data No data No data No data
2023 $31,920,082 $32,326,689 $8,996,941 $-406,607
2022 $30,205,307 $31,094,211 $7,065,632 $-888,904
2021 $30,186,443 $30,783,024 $8,974,076 $-596,581
2020 $31,000,247 $31,939,192 $11,846,544 $-938,945
2019 $30,942,818 $30,206,549 $7,580,783 $736,269
2018 $27,507,356 $29,180,832 $6,447,018 $-1,673,476
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