2023-02-13T14:34:25-06:00 2022-03-31 410746749 CLIFTONLARSONALLEN LLP 2875 MICHELLE DRIVE 300 IRVINE CA 92606 990 2021-04-01 330172518 WESTVIEW SERVICES INC WEST 7145176606 10522 KATELLA AVENUE ANAHEIM CA 92804 MARLEEN LOPEZ CFO 7145176606 2023-02-03 1 MARLEEN LOPEZ 999009999 LISA N RYSSEL CPA P00643670 7149781300 2023-02-03 3 AAL1 IAL1 2021 2023-03-07 01:45:13Z GREGG GANN 10522 KATELLA AVENUE ANAHEIM CA 92804 24644833 0 X WWW.WESTVIEWSERVICES.ORG X 1986 CA TO OPERATE A TRAINING CENTER TO PROVIDE VOCATIONAL, SOCIAL AND EDUCATIONAL SERVICES TO DEVELOPMENTALLY DISABLED PERSONS. 8 7 367 7 0 0 13032403 11785682 8753 59420 3437715 2646474 40940 17341 16519811 14508917 0 14591 0 0 11550875 6247830 0 0 0 2992906 2363267 14543781 8625688 1976030 5883229 39266155 43801353 1885016 1225351 37381139 42576002 X TO OPERATE A TRAINING CENTER TO PROVIDE VOCATIONAL, SOCIAL AND EDUCATIONAL SERVICES TO DEVELOPMENTALLY DISABLED PERSONS. 0 0 1570435 COMMUNITY-BASED PROGRAMS - PROVIDES A "JOB COACH" FOR EVERY THREE ADULTS. THE RESPONSIBILITY OF A JOB COACH IS TO ASSIST WITH THE JOB, ENSURE SAFETY AT ALL TIMES, PROVIDE TRANSPORTATION TO THE JOB SITE, AND ASSIST WITH CHOICE-MAKING AND INTERACTION WITH OTHER EMPLOYEES. 2432529 59420 SUPPORTED EMPLOYMENT - PROVIDES THE OPPORTUNITY FOR INDIVIDUALS WITH DISABILITIES TO OBTAIN AND MAINTAIN COMPETITIVE EMPLOYMENT IN AN INTEGRATED ENVIRONMENT WITH THE CONTINUING SUPPORT OF A VOCATIONAL SPECIALIST. 809813 SITE-BASED PROGRAMS - FOCUS ACTIVITIES TO IMPROVE SOCIAL INTEGRATION SKILLS AND SELF-ESTEEM ALONG WITH CREATIVE EXPRESSION THROUGH THE ARTS FOR ADULTS WITH SEVERELY CHALLENGING DISABILITIES. 833328 BEHAVIOR MANAGEMENT PROGRAMS - FACILITATE LEARNING APPROPRIATE BEHAVIOR AND THE MANAGEMENT OF CHALLENGES THROUGH EMPLOYMENT AND A COMPREHENSIVE COMMUNITY-BASED ACTIVITY SCHEDULE. SENIOR CARE - CONDUCT ACTIVITIES DESIGNED TO PROMOTE MENTAL AND PHYSICAL HEALTH ALONG WITH COMMUNITY INTEGRATION OPPORTUNITIES. SENIORS PARTICIPATE IN SPECIAL EXCURSIONS, A DAILY EXERCISE PROGRAM, ARTS AND CRAFTS PROJECTS, AND HOLIDAY CELEBRATIONS. 14591 14591 THE GRANTS PROGRAM IS A NEW PROGRAM THAT PROVIDES GRANTS TO QUALIFIED APPLICANTS WHO MAY INCLUDE EXISTING CLIENTS OF THE CORPORATION OR OTHER SIMILAR INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES WHO MEET THE QUALIFICATIONS FOR MEDI-CAL COVERAGE. THE LIST OF PRE-APPROVED QUALIFIED SERVICES IS NOT INTENDED TO BE EXCLUSIVE OF ALL NECESSARY DENTAL OR MEDICAL SERVICES THAT MAY BE CONSIDERED QUALIFIED SERVICES AND COVERED BY A GRANT. BELOW ARE DENTAL CARE AND MEDICAL EXAMPLES.DENTAL CARE EXAMPLES DENTAL FILLINGS ROOT CANALS DENTURES DENTAL IMPLANTS TEETH CLEANINGS BRIDGES CROWNS TOOTH EXTRACTION BRACESMEDICAL CARE EXAMPLES HEARING AIDS EYE EXAM CONTACTS GLASSES CATARACT SURGERY 847919 14591 5660696 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 38 0 1 367 1 0 0 0 0 0 0 0 0 0 0 X 8 7 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 CA X MARLEEN A LOPEZ 7145176606 10522 KATELLA AVENUE ANAHEIM CA 92804 GREGG GANN PRESIDENT & CEO 40.00 X X 455623 0 6020 MARLEEN LOPEZ CFO 40.00 X 196583 0 3239 MARINA MARGARYAN COO 40.00 X 230925 0 1602 JUDY MCBRIDE HR DIRECTOR 40.00 X 242330 0 5458 MELVIN RANDOLPH OPERATION DIRECTOR 40.00 X 121977 0 5458 SHIYAN WIJESEKERA OPERATIONS DIRECTOR 40.00 X 114565 0 0 DOROTHY WILLIAMS DIRECTOR SECRETARY 1.00 X X 0 0 0 MATT HERTZLER DIRECTOR 1.00 X 0 0 0 RICARDO RASCHKOVSKY DIRECTOR 1.00 X 0 0 0 JEFF SILVERMAN DIRECTOR 1.00 X 0 0 0 LARRY STERNSHEIN DIRECTOR 1.00 X 0 0 0 JOHN B WATZ DIRECTOR 1.00 X 0 0 0 DWIGHT WOODRUFF DIRECTOR 1.00 X 0 0 0 1362003 0 21777 6 0 1 0 THE TORREY FIRM 1626 MONTANA AVENUE SUITE 647 SANTA MONICA CA 90403 LEGAL SERVICE 347872 CALANCE 888 S DISNEYLAND DR SUITE 500 ANAHEIM CA 92802 INFORMATION TECHNOLOGY 149478 UNITED EXPERT HOLDINGS LLC 909 W EUCLID AVE 1687 ARLINGTON HEIGHTS IL 60006 CONSULTANT/ EXPERT WITNESS 118555 3 11784682 1000 11785682 PROGRAM SERVICES 624310 59420 59420 59420 853685 853685 3272 0 3272 3272 3272 9204370 2724335 9209890 926026 -5520 1798309 1792789 1792789 OTHER REVENUES 900099 14069 14069 14069 14508917 59420 0 2663815 14591 14591 1131512 1131512 4054040 3668630 385410 694054 391230 302824 368224 276916 91308 631016 39142 591874 124809 124809 120508 50475 70033 18769 18769 74499 57477 17022 204744 147257 57487 413875 397135 16740 56005 39287 16718 2742 2742 150306 103684 46622 78684 72658 6026 TELEPHONE 141077 113449 27628 REPAIRS AND MAINTENANCE 135038 126395 8643 UTILITIES 70749 56717 14032 OTHER G&A EXPENSES 57427 9922 47505 83019 74220 8799 8625688 5660696 2964992 0 4603886 3478503 17235126 7974134 1213354 1309360 16834 27274 51643 57025 4509991 2584896 2835344 1925095 13081960 28894740 228008 135222 39266155 43801353 354717 354507 1530299 870844 1885016 1225351 X 37381139 42576002 37381139 42576002 39266155 43801353 5883229 -688366 0 X X 0 1 X 1 0 X 14314048 13876784 13594271 13032403 11785682 66603188 14314048 13876784 13594271 13032403 11785682 66603188 66603188 755748 790895 807726 839287 856957 4050613 1977 4782 3470 14108 14069 38406 70692207 735475 0.94220 0.94740 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 781000 781000 3329565 2238081 1091484 168354 158453 9901 175335 135247 40088 55737 53115 2622 1925095 ESTIMATED CLAIMS PAYABLE 483628 COMPENSATED ABSENCES PAYABLE 387216 870844 X 13695742 -688366 -688366 14384108 124809 124809 14508917 8500879 0 8500879 124809 124809 8625688 PART X, LINE 2: THE ORGANIZATION IS A NONPROFIT ENTITY EXEMPT FROM THE PAYMENT OF INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR INCOME TAXES. MANAGEMENT HAS DETERMINED THAT ALL INCOME TAX POSITIONS ARE LIKELY THAN NOT OF BEING SUSTAINED UPON POTENTIAL AUDIT OR EXAMINATION; THEREFORE, NO DISCLOSURES OF UNCERTAIN INCOME TAX POSITIONS ARE REQUIRED. THE ORGANIZATION FILES INFORMATIONAL RETURNS IN THE U.S. FEDERAL JURISDICTION AND THE STATE OF CALIFORNIA. 1 DENTAL ASSISTANCE 3 14591 PART I, LINE 2: WITH RESPECT TO EACH APPROVED GRANT (AN "APPROVED GRANT"), THE CORPORATION WILL MAINTAIN A RECORD OF: (I) THE APPLICATION PACKAGE SUBMITTED BY THE APPLICABLE GRANT RECIPIENT; (II) THE AMOUNT OF THE APPROVED GRANT; (III) THE NAME, ADDRESS, AND TELEPHONE NUMBER OF THE APPLICABLE APPROVED PROVIDER; AND (IV) A RECEIPT EVIDENCING PAYMENT OF THE APPROVED GRANT DIRECTLY TO THE APPROVED PROVIDER ON BEHALF OF THE GRANT RECIPIENT. 3.4. AS A MATTER OF DUE DILIGENCE, THE CORPORATION WILL ADMINISTER A SURVEY TO EACH GRANT RECIPIENT FOLLOWING THE PROVISION OF MEDICAL OR DENTAL CARE FUNDED BY THE GRANT. THE SURVEY SHALL REQUEST CONFIRMATION THAT THE APPLICABLE PROCEDURE WAS PERFORMED AND FEEDBACK REGARDING THE GRANT RECIPIENT'S SATISFACTION WITH THE RESULT AND THE CARE PROVIDED. SUCH SURVEY RESULTS SHALL BE REVIEWED BY THE STAFF OF THE CORPORATION AND A REPORT SHALL BE SUBMITTED TO THE BOARD BIANNUALLY SUMMARIZING THE RESULTS OF SUCH SURVEYS, INCLUDING ANY MATERIAL NEGATIVE FEEDBACK ABOUT ANY PRE-APPROVED PROVIDERS. THE BOARD MAY TAKE ANY SUCH NEGATIVE FEEDBACK INTO CONSIDERATION WHEN DETERMINING WHETHER TO CONTINUE TO CLASSIFY A PARTICULAR DENTAL OR MEDICAL PROFESSIONAL AS A PRE-APPROVED PROVIDER. SCHEDULE I PART III THE GRANTS PROGRAM IS A NEW PROGRAM THAT PROVIDES GRANTS TO QUALIFIED APPLICANTS WHO MAY INCLUDE EXISTING CLIENTS OF THE CORPORATION OR OTHER SIMILAR INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES WHO MEET THE QUALIFICATIONS FOR MEDI-CAL COVERAGE. THE LIST OF PRE-APPROVED QUALIFIED SERVICES IS NOT INTENDED TO BE EXCLUSIVE OF ALL NECESSARY DENTAL OR MEDICAL SERVICES THAT MAY BE CONSIDERED QUALIFIED SERVICES AND COVERED BY A GRANT. X X 0 0 0 0 0 0 0 0 0 GREGG GANN PRESIDENT & CEO 442342 0 0 0 13281 0 0 0 6020 0 461643 0 0 0 MARLEEN LOPEZ CFO 167291 0 16729 0 12563 0 0 0 3239 0 199822 0 0 0 MARINA MARGARYAN COO 183750 0 30970 0 16205 0 0 0 1602 0 232527 0 0 0 JUDY MCBRIDE HR DIRECTOR 205334 0 20533 0 16463 0 0 0 5458 0 247788 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B LINE 8 EXPLANATION - THE ORGANIZATION HAS NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. THEREFORE, QUESTIONS 8(B) IS NOT APPLICABLE. FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - THE ORGANIZATION'S CFO REVIEWS THE FORM 990 AND RELATED SCHEDULES THAT ARE PREPARED BY A THIRD-PARTY CPA FIRM FAMILIAR WITH EXEMPT ORGANIZATION REPORTING REQUIREMENTS. THE FORM 990 IS FILED AFTER THE BOARD OF DIRECTORS APPROVE THE AUDITED FINANCIAL STATEMENTS WHICH ARE USED TO COMPLETE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C MONITORING IS PERFORMED REGULARLY TO IDENTIFY POTENTIAL CONFLICTS OF INTEREST. ANY QUESTION OF A CONFLICT IS ADDRESSED WITH THE INTERESTED PERSON, WHO IS REQUIRED TO DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE AFFORDED THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES. IF A CONFLICT OF INTEREST IS IDENTIFIED, APPROPRIATE ACTION IS TAKEN TO RECTIFY THE SITUATION. FORM 990, PART VI, SECTION B, LINE 15 CFO'S COMPENSATION IS APPROVED BY THE BOARD BASED ON COMPARABILITY DATA. CEO'S COMPENSATION IS BASED ON A PROPOSED CONTRACT WHICH IS APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE PUBLISHED AND MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED.