Adjoin EIN 33-0008269

Adjoin FY2022 filing

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Helps people with disabilities and homeless veterans find support and housing. For fiscal year 2022 it reported $22.8M in revenue, $23.7M in expenses, and $7.8M in net assets.Pt I

Founded
1983
Type
Public charity (501(c)(3)) · Nonprofit
Location
San Diego, CA
Website
www.adjoin.org
Filings
5 on file (2020–2022)
Revenue
$22.8MFY2022
Expenses
$23.7M
Net assets
$7.8M
People
11
Filings
5
Updates
0
More identity details & actions ⌄
EIN  33-0008269 Public charity (501(c)(3)) San Diego, CA Founded 1983
Form 990 (PDF)
You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2024) →
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Figures match the IRS filing checked 8/7/26 · see original: IRS
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Size
$10–100M
What they do
Helps people with disabilities and homeless veterans find support and housing.
Leadership
Wendy Forkas · Chief Executive Officer · $136K
Money in and out
$22.8M revenue, $23.7M expenses
Bottom line
90% program efficiency
Where the money goes · FY2022
Total revenue
$22.8M
Pt VIII · Ln 12
Total expenses
$23.7M
Pt IX · Ln 25
Net assets
$7.8M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$975K
Where spending went · Part IX cols B–D
Program services $0.90 Management & general $0.09 Fundraising $0.01
Program efficiency
90%
of spending reaches programs
Operating runway
3.1mo
months of highly liquid reserves at operating expense rate
Surplus margin
-4%
revenue over expenses, this year

Summary of the Filing

Part I · fiscal year 2022 · Form 990
Revenue
$22.8M
FY2022▼ -14%
Expenses
$23.7M
FY2022+0.04%
Total assets
$10.9M
FY2022▼ -3%
Total liabilities
$3.1M
FY2022▲ +83%
Total revenue
$22.8M
Pt VIII · Ln 12
Total expenses
$23.7M
Pt IX · Ln 25
Net assets
$7.8M
Pt X · Ln 32
Revenue less expensesPt I · Ln 19−$975K
Total assetsPt X · Ln 16$10.9M
Program-expense ratioPt IX · col B90%
Voting members of governing bodyPt I · Ln 38
Independent voting membersPt I · Ln 48
Mission & Programs · Part III

Where the work happens

3 program services account for $21.4M of program spending, described in the organization's own filed words · FY2022.
01

Adjoin's catalyst division builds partnerships with individuals with intellectual & developmental disabilities and their circles of support. Our community living services are focused on assisting individuals to live as independently as possiblei n their own homes and communities.

$11.9Mprogram expense
02

Adjoin's veterans division provides services to veterans under a federal grant funded through the department of veterans affairs through their supportive services for veteran families (SSVF) program.

$9.4Mprogram expense
03

Path-now is a creative and unique mobile application, powered by adjoin, that enables individuals with intellectual and developmental disabilities (idd) to easily and accessibly connect with community service providers electronically in california.

$21Kprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CAdjoin
EINHdr · item D33-0008269
Principal addressHdr · item CSan Diego, CA
WebsiteHdr · item Jwww.adjoin.org
Year of formationHdr · item L1983
State of legal domicileHdr · item MCA
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFNonprofit
Ruling yearIRS BMFAug 1994

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a8
Independent voting membersPt VI · Ln 1b8
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aYes
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
Chief Executive Officer
$135,510Pt VII · Sec A
Chief Operations Officer
$124,704Pt VII · Sec A
Chief Financial Officer
$99,997Pt VII · Sec A
Secretarty
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Wendy Forkas$138,176$137,416$135,510$135,542$139,035
James Jenkins$130,000
Claudia Hutchinson$127,658$124,704$121,807$126,982
Prudence Dumon$100,398$101,457$99,997$101,666$97,541
Dustin Potash$98,792
Olivia Blaylock$96,398
Karly Marriott$89,358
Pat Phelan$58,248

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Statement of Revenue

Part VIII
Program service revenue$12.3M · 54%
Contributions & grants$10.3M · 45%
Investment income$224K · 1%
Program service revenue54%$12.3M
Contributions & grants45%$10.3M
Investment income1%$224K
Other revenue$27K
— government grantsLn 1e$10.2M
Total revenueLn 12$22.8M

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.90 Management & general $0.09 Fundraising $0.01
Program services90%$21.4M
Management & general9%$2.1M
Fundraising1%$252K
Total functional expensesLn 25$23.7M

Balance Sheet

Part X · end of year
CashLn 1$392K
Total assetsLn 16$10.9M
Total liabilitiesLn 26$3.1M
Total net assetsLn 32$7.8M
Months of cash on handcomputed0.2

Financial Metrics

Form 990 · FY2022 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $6.2M · Operating expenses/yr $23.7M
3.1 months
Where the money goes
Program services
Program services $21.4M · Total expenses $23.7M
90%
Management & General
Management & general $2.1M · Total expenses $23.7M
9%
Fundraising
Fundraising $252K · Total expenses $23.7M
1%
Cost to raise $1
Fundraising expense (3-yr avg) $117K · Solicited contributions (3-yr avg) $60K
$1.94 to raise $1 (3-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $10.3M · Total revenue $22.8M
45%
Government reliance
Government grants $10.2M · Total revenue $22.8M
45%
Earned-income share
Program service revenue $12.3M · Total revenue $22.8M
54%
Investment reliance
Investment income $224K · Total revenue $22.8M
+1.0%
Program self-sufficiency
Program service revenue $12.3M · Total expenses $23.7M
52%
Growth & trend
Revenue growth (YoY)
This year $22.8M · Prior year $26.6M
-14%
Net-asset trend (YoY)
End of year $7.8M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $22.8M · Expenses $23.7M
-4%
Liabilities-to-Assets
Total liabilities — · Total assets $10.9M
Net-asset ratio
Net assets $7.8M · Total assets $10.9M
71%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) $5.8M · Total assets (Pt X, ln 16) $10.9M
53%
People & payroll
Highest Reported Total Compensation
Individual Wendy Forkas · Reported title CHIEF EXECUTIVE OFFICER · Highest reported compensation $136K · Total expenses $23.7M
0.6%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $13.8M · Total expenses $23.7M
58%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 90%
Overhead ratio 9%
Fundraising cost ratio 2%
Revenue growth -14%
Legal fee ratio 0.08%
Accounting fee ratio 0.02%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · funders on record
Grants received · FY2023
See all 3 funders →

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024 (Latest)$30.1M revenue · ⤓ 990 PDF
FY2023$22.4M revenue · ⤓ 990 PDF
FY2022$22.8M revenue · viewing · ⤓ 990 PDF
FY2021$26.6M revenue · ⤓ 990 PDF
FY2020$21.1M revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2022IRS
Classification, formation year, addressIRS Business Master File
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