SAN DIEGO IMPERIAL COUNTIES DEVELOPMENTAL SERVICES INC: Form 990, tax year 2020
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- Organization
- SAN DIEGO IMPERIAL COUNTIES DEVELOPMENTAL SERVICES INC (EIN 95-3735517)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2023-07-21
- IRS object ID
- 202332029349300028
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-07-21T13:21:04-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953001179 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINDES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 87 | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953735517 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAN DIEGO IMPERIAL COUNTIES | BusinessNameLine1Txt |
| Business Name Line2 | DEVELOPMENTAL SERVICES INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAND | BusinessNameControlTxt |
| Phone | 8585762996 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4355 RUFFIN ROAD 200 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92123 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DULCE MORIN | PersonNm |
| Person Title | INTERIM CFO | PersonTitleTxt |
| Phone | 8585762996 | PhoneNum |
| Signature | 2023-07-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DULCE | PersonFirstNm |
| Person Last | MORIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DONITA JOSEPH | PreparerPersonNm |
| PTIN | P00286656 | PTIN |
| Phone | 5624351191 | PhoneNum |
| Preparation | 2023-07-18 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CARLOS FLORES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4355 RUFFIN ROAD 200 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92123 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $558,511,562 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SDRC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1982 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O.TO SERVE PERSONS WITH, OR AT RISK OF, DEVELOPMENTAL DISABILITIES AND THEIR FAMILIES THROUGH THE OPERATION OF A STATE FUNDED REGIONAL CENTER, AND OTHER SPECIALIZED PROGRAMS, IN COLLABORATION AND COORDINATION WITH PUBLIC AND PRIVATE AGENCIES AND OTHER AGENCIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 760 | TotalEmployeeCnt |
| Total Volunteers | 21 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $511,424,601 | PYContributionsGrantsAmt |
| CY Contributions Grants | $548,130,431 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $10,604,080 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $10,158,418 | CYProgramServiceRevenueAmt |
| PY Investment Income | $195,027 | PYInvestmentIncomeAmt |
| CY Investment Income | $15,585 | CYInvestmentIncomeAmt |
| PY Other Revenue | $162,342 | PYOtherRevenueAmt |
| CY Other Revenue | $207,128 | CYOtherRevenueAmt |
| PY Total Revenue | $522,386,050 | PYTotalRevenueAmt |
| CY Total Revenue | $558,511,562 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $460,169,190 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $486,144,138 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $49,642,535 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $58,461,830 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $12,578,762 | PYOtherExpensesAmt |
| CY Other Expenses | $14,221,818 | CYOtherExpensesAmt |
| PY Total Expenses | $522,390,487 | PYTotalExpensesAmt |
| CY Total Expenses | $558,827,786 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$4,437 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$316,224 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $214,089,032 | TotalAssetsBOYAmt |
| Total Assets EOY | $92,717,052 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $299,610,519 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $146,175,908 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$85,521,487 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$53,458,856 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O.TO SERVE PERSONS WITH, OR AT RISK OF, DEVELOPMENTAL DISABILITIES AND THEIR FAMILIES THROUGH THE OPERATION OF A STATE FUNDED REGIONAL CENTER, AND OTHER SPECIALIZED PROGRAMS, IN COLLABORATION AND COORDINATION WITH PUBLIC AND PRIVATE AGENCIES AND OTHER AGENCIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $535,505,112 | ExpenseAmt |
| Grant | $486,144,138 | GrantAmt |
| Revenue | $10,365,546 | RevenueAmt |
| Desc | SEE SCHEDULE O.THE ENTITY WAS ORGANIZED IN ACCORDANCE WITH THE PROVISIONS OF THE LANTERMAN DEVELOPMENTAL DISABILITIES SERVICES ACT OF THE WELFARE AND INSTITUTIONS CODE OF CALIFORNIA. IN ACCORDANCE WITH THE ACT, THE ENTITY WORKS IN PARTNERSHIP WITH PEOPLE WITH DEVELOPMENTAL DISABILITIES, THEIR FAMILIES, LOCAL COMMUNITIES, SERVICE PROVIDERS, AND THE GOVERNMENT. ITS MISSION IS TO ENABLE PERSONS WITH DEVELOPMENTAL DISABILITIES TO LIVE INDEPENDENT, PRODUCTIVE AND SATISFYING LIVES IN THEIR COMMUNITY; THE ENTITY ALSO STRIVES TO LESSEN DEVELOPMENTAL DELAYS IN INFANTS AND YOUNG CHILDREN, AND MINIMIZE THE RISK OF DEVELOPMENTAL DISABILITIES. AMONG THE SERVICES AND SUPPORTS THE ENTITY PROVIDES, OR COORDINATES, ARE DIAGNOSIS AND ASSESSMENT, INDIVIDUALIZED PLANNING AND SERVICE COORDINATION, EARLY INTERVENTION AND PREVENTION, COMMUNITY LIVING OPTIONS, SUPPORTED WORK AND VOCATIONAL PROGRAMS, ADVOCACY, TRAINING AND EDUCATIONAL OPPORTUNITIES, AND OTHER SUPPORT SERVICES FOR CONSUMERS AND FAMILIES.RESIDENTIAL CARE $180,141,598DAY CARE AND TRAINING $138,242,740MEDICAL PROGRAMS $ 10,201,532RESPITE SERVICE $ 55,922,167SUPPORTED LIVING COSTS $ 22,661,049TRANSPORT SERVICES $ 15,399,665PREVENTION SERVICES $ 12,455,728OTHER PURCHASED SERVICES $ 51,119,659 --------------- $ 486,144,138 | Desc |
| Total Program Service Expenses | $535,505,112 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 806 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 760 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL BELL | PersonNm |
| Phone | 8585762996 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4355 RUFFIN ROAD 200 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92123 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| CARLOS FLORES | |||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | Yes (X) | $327,319 | $0 | $32,529 | |
| MICHAEL BELL | |||||||
| CFO | 40.00 | Yes (X) | Yes (X) | $140,655 | $0 | $9,522 | |
| DAVID HADACEK | |||||||
| IMMEDIATE PAST CHAIR | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SHIRLEY NAKAWATASE | |||||||
| CHAIR AS OF 2/2021 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ANGELA YATES | |||||||
| VICE-CHAIR | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| YASUKO MASON | |||||||
| SECRETARY | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PAMELA EHLERS | |||||||
| TREASURER | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| TERRI COLACHIS | |||||||
| ARCA REP | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BETH BLAIR | |||||||
| MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TESSIE BRADSHAW | |||||||
| MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHNY ESPINOZA | |||||||
| MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| WENDY FORKAS | |||||||
| MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRIS HODGE | |||||||
| MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LAURA OAKES | |||||||
| MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| NORMA RAMOS | |||||||
| MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIK RASCON | |||||||
| MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TIMOTHY RIEMANN | |||||||
| MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KIMBERLY RUCKER | |||||||
| MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARTHA SOTO-ACEVES | |||||||
| MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARTHA STOREY | |||||||
| MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ELMO DILL | |||||||
| MEMBER THRU 2/2021 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARIA FLORES | |||||||
| MEMBER THRU 2/2021 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK KLAUS | |||||||
| MEMBER THRU 2/2021 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JAIME BAREA | |||||||
| PHYSICIAN | 40.00 | $226,725 | $0 | $6,174 | Yes (X) | ||
| CHRISTINE LUX-WHITING | |||||||
| DIRECTOR HUMAN RESOURCES | 40.00 | $153,676 | $0 | $9,599 | Yes (X) | ||
| RONALD CARY PLOTKIN | |||||||
| SPECIAL PROJECTS MANAGER | 40.00 | $151,604 | $0 | $8,988 | Yes (X) | ||
| KATHERINE G KINNAMONT | |||||||
| DIRECTOR CLIENT SERVICES | 40.00 | $140,292 | $0 | $8,727 | Yes (X) | ||
| NANCY A LORCH | |||||||
| MANAGER, SOFTWARE DEVELOPMENT | 40.00 | $137,994 | $0 | $8,515 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,278,265 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $84,054 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 33 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HGH | |||||
| 1908 FRIENDSHIP DRIVE | EL CAJON | CA | 92020 | RESPITE, ILS, PLACEMENT, FMS | $17,008,213 |
| ARC | |||||
| 3030 MARKET STREET | SAN DIEGO | CA | 92102 | RESPITE, ILS, DAY PROGRAM | $15,307,086 |
| COMMUNITY INTERFACE | |||||
| 2621 ROOSEVELT STREET | CARLSBAD | CA | 92008 | ILS,SLS,DAY PROGRAM, RESPITE | $14,304,004 |
| TMI | |||||
| 4740 MURPHY CANYON ROAD STE 300 | SAN DIEGO | CA | 92123 | DAY PROGRAM, ILS, PLACEMENT | $11,724,805 |
| IMPERIAL VALLEY RESPITE | |||||
| 630 S BRAWLEY 2A | BRAWLEY | CA | 92227 | RESPITE | $10,341,315 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 565 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Government Grants | $548,130,431 | GovernmentGrantsAmt |
| Total Contributions | $548,130,431 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| INTERMEDIATE CARE FACILITY | 900099 | $9,605,856 | $9,605,856 |
| SOFTWARE CONSULTING | 900099 | $552,562 | $552,562 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $10,158,418 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,585 | TotalRevenueColumnAmt |
| Exclusion | $15,585 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CLIENT SERVICES | 900099 | $128,415 | $128,415 |
| OTHER INCOME | 900099 | $78,713 | $78,713 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $207,128 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $558,511,562 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,365,546 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $15,585 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $486,144,138 | TotalAmt |
| Program Services | $486,144,138 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $509,561 | TotalAmt |
| Management And General | $509,561 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,469,502 | TotalAmt |
| Program Services | $33,677,523 | ProgramServicesAmt |
| Management And General | $5,791,979 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,667,709 | TotalAmt |
| Program Services | $8,921,857 | ProgramServicesAmt |
| Management And General | $745,852 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,286,669 | TotalAmt |
| Program Services | $6,260,583 | ProgramServicesAmt |
| Management And General | $2,026,086 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $528,389 | TotalAmt |
| Program Services | $445,633 | ProgramServicesAmt |
| Management And General | $82,756 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $409,224 | TotalAmt |
| Management And General | $409,224 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,900 | TotalAmt |
| Management And General | $69,900 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $655,733 | TotalAmt |
| Management And General | $655,733 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $766,923 | TotalAmt |
| Management And General | $766,923 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,430,405 | TotalAmt |
| Management And General | $6,430,405 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,303 | TotalAmt |
| Program Services | $55,378 | ProgramServicesAmt |
| Management And General | $5,925 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,236 | TotalAmt |
| Management And General | $9,236 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $661,267 | TotalAmt |
| Management And General | $661,267 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| GENERAL EXPENSES | $2,949,957 | $2,949,957 |
| FACILITY MAINTENANCE | $1,006,557 | $1,006,557 |
| PUBLIC INFORMATION AND | $772,145 | $772,145 |
| EQUIPMENT PURCHASES, RE | $429,083 | $429,083 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85 | TotalAmt |
| Management And General | $85 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $558,827,786 | TotalAmt |
| Program Services | $535,505,112 | ProgramServicesAmt |
| Management And General | $23,322,674 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,200 | BOYAmt |
| EOY | $1,200 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,292,808 | BOYAmt |
| EOY | $29,533,250 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,800,143 | BOYAmt |
| EOY | $22,004,621 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,678,345 | BOYAmt |
| EOY | $4,424,092 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,282,003 | BOYAmt |
| EOY | $2,028,107 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,034,533 | BOYAmt |
| EOY | $34,725,782 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $214,089,032 | BOYAmt |
| EOY | $92,717,052 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,587,021 | BOYAmt |
| EOY | $52,483,745 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,268,256 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,725,862 | BOYAmt |
| EOY | $5,495,285 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,029,380 | BOYAmt |
| EOY | $88,196,878 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $299,610,519 | BOYAmt |
| EOY | $146,175,908 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$85,521,487 | BOYAmt |
| EOY | -$53,458,856 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$85,521,487 | BOYAmt |
| EOY | -$53,458,856 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $214,089,032 | BOYAmt |
| EOY | $92,717,052 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$316,224 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $32,378,855 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $370,086,979 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $395,990,697 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $431,171,302 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $511,424,601 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $548,130,431 | CurrentTaxYearAmt |
| Total | $2,256,804,010 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $370,086,979 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $395,990,697 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $431,171,302 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $511,424,601 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $548,130,431 | CurrentTaxYearAmt |
| Total | $2,256,804,010 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $2,256,804,010 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $121,215 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $146,782 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $226,679 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $195,027 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,585 | CurrentTaxYearAmt |
| Total | $705,288 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $210,934 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $263,888 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $220,043 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $162,342 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $207,128 | CurrentTaxYearAmt |
| Total | $1,064,335 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,258,573,633 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $58,928,264 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99920 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99900 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER MISCELLANEOUS INCOME - 2016 AMOUNT: $ 210,934. 2017 AMOUNT: $ 263,888. 2018 AMOUNT: $ 39,384. 2019 AMOUNT: $ 22,448. 2020 AMOUNT: $ 78,713. CLIENT SERVICES - 2018 AMOUNT: $ 180,659. 2019 AMOUNT: $ 139,894. 2020 AMOUNT: $ 128,415. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM STATE - DEFERRED RENT | $1,105,040 |
| DUE FROM STATE - ACCRUED LEAVE/RETIREMENT | $33,620,742 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $34,725,782 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED PENSION CONTRIBUTIONS | $87,091,838 |
| DEFERRED RENT | $1,105,040 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $88,196,878 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $558,511,562 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $558,511,562 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $558,511,562 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $558,827,786 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $558,827,786 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $558,827,786 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE REGIONAL CENTER FUNCTIONS AS CUSTODIAN FOR THE RECEIPT OF CERTAIN GOVERNMENTAL PAYMENTS AND RESULTING DISBURSEMENTS MADE ON BEHALF OF A PORTION OF REGIONAL CENTER CLIENTS. A LARGE MAJORITY OF THE CLIENT SUPPORT RECEIVED COMES FROM SOCIAL SECURITY. THE FUNDS ARE DISBURSED FOR RESIDENTIAL CARE AND OTHER EXPENSES RELATED TO THE CARE OF SPECIFIC CLIENTS OF THE REGIONAL CENTER. |
| PART X, LINE 2: | FIN 48: THE REGIONAL CENTER HAS RECEIVED TAX-EXEMPT STATUS FROM THE INTERNAL REVENUE SERVICE AND CALIFORNIA FRANCHISE TAX BOARD UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE REVENUE AND TAXATION CODE. TAX-EXEMPT STATUS IS GENERALLY GRANTED TO NONPROFIT ENTITIES ORGANIZED FOR CHARITABLE OR MUTUAL BENEFIT PURPOSES. THE REGIONAL CENTER ACCOUNTS FOR INCOME TAXES IN ACCORDANCE WITH FASB ASC 740, INCOME TAXES, WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND HOW AN UNCERTAIN TAX POSITION IS RECOGNIZED IN FINANCIAL STATEMENTS. THE REGIONAL CENTER ANALYZES TAX POSITIONS TAKEN IN PREVIOUSLY FILED RETURNS AND TAX POSITIONS EXPECTED TO BE TAKEN IN FUTURE RETURNS. BASED ON THIS ANALYSIS, A LIABILITY IS RECORDED IF UNCERTAIN TAX BENEFITS HAVE BEEN RECEIVED. THE REGIONAL CENTER'S PRACTICE IS TO RECOGNIZE INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS IN THE TAX EXPENSE. THERE WERE NO UNCERTAIN TAX POSITIONS IDENTIFIED OR RELATED INTEREST AND PENALTIES RECORDED AS OF JUNE 30, 2021. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (8 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| RESIDENTIAL CARE | 2739 | $180,141,598 |
| DAY CARE & TRAINING | 9576 | $138,242,740 |
| MEDICAL PROGRAMS | 548 | $10,201,532 |
| RESPITE SERVICES | 5364 | $55,922,167 |
| SUPPORTED LIVING COSTS | 343 | $22,661,049 |
| TRANSPORTATION SERVICES | 2123 | $15,399,665 |
| PREVENTION SERVICES | 2146 | $12,455,728 |
| OTHER PURCHASED SERVICES | 3088 | $51,119,659 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | ASSISTANCE IS PROVIDED TO RESIDENTS OF THE STATE OF CALIFORNIA WHO HAVE DEVELOPMENTAL DISABILITIES. THE ENTITY KEEPS CONFIDENTIAL FILES ON EACH OF ITS CLIENTS. THE ORGANIZATION IS AUDITED BY THE STATE OF CALIFORNIA'S DEPARTMENT OF DEVELOPMENTAL SERVICES AND ALSO REVIEWED BY FEDERAL STAFF FROM CMS TO ENSURE COMPLIANCE. |
| SCHEDULE I, PART III, COLUMN B: | THE ORGANIZATION ESTIMATED THE NUMBER OF RECIPIENTS BASED OFF THE TOTAL NUMBER ASSISTED BY THE ORGANIZATION THROUGHOUT THE YEAR. THE SERVICES OFFERED BY THE REGIONAL CENTER VARY BASED ON THE INDIVIDUAL NEEDS OF EACH CONSUMER. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CARLOS FLORES | ||||||||||||||
| EXECUTIVE DIRECTOR | $327,319 | $0 | $0 | $0 | $0 | $0 | $20,579 | $0 | $11,950 | $0 | $359,848 | $0 | $0 | $0 |
| JAIME BAREA | ||||||||||||||
| PHYSICIAN | $226,725 | $0 | $0 | $0 | $0 | $0 | $6,174 | $0 | $0 | $0 | $232,899 | $0 | $0 | $0 |
| CHRISTINE LUX-WHITING | ||||||||||||||
| DIRECTOR HUMAN RESOURCES | $153,676 | $0 | $0 | $0 | $0 | $0 | $9,599 | $0 | $0 | $0 | $163,275 | $0 | $0 | $0 |
| RONALD CARY PLOTKIN | ||||||||||||||
| SPECIAL PROJECTS MANAGER | $151,604 | $0 | $0 | $0 | $0 | $0 | $8,988 | $0 | $0 | $0 | $160,592 | $0 | $0 | $0 |
| MICHAEL BELL | ||||||||||||||
| CFO | $140,655 | $0 | $0 | $0 | $0 | $0 | $8,622 | $0 | $900 | $0 | $150,177 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART 1, LINE 3: | FormAndLineReferenceDesc |
| Explanation | METHODS USED BY RELATED ORGANIZATIONS TO ESTABLISH CEO/EXECUTIVE DIRECTOR'S COMPENSATION. COMPENSATION IS DETERMINED BY HUMAN RESOURCES THROUGH COMPENSATION SURVEYS (APPROVED AGENCY SALARY SCHEDULE RANGE) AND WRITTEN EMPLOYMENT CONTRACTS. THE BOARD OF DIRECTORS MUST APPROVE ALL DECISIONS RELATED TO COMPENSATION. ANNUALLY, THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS PREPARES THE EXECUTIVE DIRECTOR'S PERFORMANCE EVALUATION AND RECOMMENDS ANY CHANGE IN COMPENSATION FOR THE FULL BOARD TO APPROVE. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WENDY FORKAS | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | BOARD MEMBER | RelationshipDescriptionTxt |
| Transaction | $3,578,717 | TransactionAmt |
| Transaction | SAN DIEGO-IMPERIAL COUNTIES DEVELOPMENTAL SERVICES, INC. ENGAGED ADJOIN TO PROVIDE CLIENTS WITH SUPPORTED EMPLOYMENT AND LIFE SKILLS TRAINING. THE AMOUNT OF BUSINESS TRANSACTION IS $3,578,717. PURSUANT TO THE LANTERMAN ACT, THE BOARD OF DIRECTORS FOR THE REGIONAL CENTER IS REQUIRED TO HAVE A VENDOR REPRESENTATIVE. WENDY FORKAS IS A BOARD MEMBER FOR SAN DIEGO-IMPTERIAL COUNTIES DEVELOPMENTAL SERVICES, INC. AND IS THE CEO OF ADJOIN. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART 1, LINE 16B, FUNDRAISING EXPENSES: | THE ENTITY RECEIVES FUNDING ON AN ANNUAL BASIS FROM THE STATE OF CALIFORNIA. THE REGIONAL CENTER CONTRACTS WITH THE DEPARTMENT OF DEVELOPMENTAL SERVICES TO PROVIDE OR COORDINATE SERVICES AND SUPPORT FOR INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES. THERE IS A SMALL AMOUNT OF MONEY SPENT BY THE ORGANIZATION FOR FUNDRAISING FROM PRIVATE DONORS ONLY. DURING FYE 2021, THE ENTITY RECEIVED NO DONATIONS FROM PRIVATE DONORS, AND MADE NO EXPENDITURES FOR FUNDRAISING ACTIVITIES. |
| FORM 990, PART VI, SECTION B, LINE 11B | DESCRIBE THE PROCESS USED TO REVIEW FORM 990: THE FORM 990 IS REVIEWED IN DETAIL BY REPRESENTATIVES OF THE ORGANIZATION FAMILAR WITH THE FORM 990 AND THE INFORMATION CONTAINED THEREIN. AFTER ANY CHANGES ARE MADE ON THE RETURN, A FINAL DRAFT OF THE FORM 990 IS THEN FORWARDED TO THE ENTIRE BOARD OF DIRECTORS AFTER IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | DESCRIBE HOW THE ORGANIZATION MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY. THE CONFLICT OF INTEREST POLICY IS SIGNED BY ALL OFFICERS, DIRECTORS, AND KEY EMPLOYEES ON AN ANNUAL BASIS. UPON IDENTIFICATION OF ANY CONFLICTS, THE BOARD WILL MAKE A DECISION ON HOW TO PROCEED IN THE BEST INTEREST OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION B, LINE 15 | DESCRIBE THE PROCESS USED TO DETERMINE COMPENSATION FOR THE ORGANIZATION'S EXECUTIVES AND EMPLOYEES. COMPENSATION IS DETERMINED BY HUMAN RESOURCES THROUGH COMPENSATION SURVEYS (APPROVED AGENCY SALARY SCHEDULE RANGE) AND WRITTEN EMPLOYMENT CONTRACTS. THE BOARD OF DIRECTORS MUST APPROVE ALL DECISIONS RELATED TO COMPENSATION. ANNUALLY, THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS PREPARES THE EXECUTIVE DIRECTOR'S PERFORMANCE EVALUATION AND RECOMMENDS ANY CHANGE IN COMPENSATION TO THE FULL BOARD TO APPROVE. |
| FORM 990, PART VI, SECTION C, LINE 19 | DESCRIBE HOW THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. THE FORM 1023, FORM 990, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST WITH THE ORGANIZATION. |
| FORM 990, PART VI, LINE 1A, MATERIAL DIFFERENCES OF VOTING RIGHTS: | PURSUANT TO THE LANTERMAN ACT OF THE STATE OF CALIFORNIA, THE CENTER IS REQUIRED TO APPOINT PERSONS WITH DISABILITIES (CLIENTS WHO RECEIVE SERVICES) OR THEIR PARENTS OR LEGAL GUARDIANS TO THE BOARD OF DIRECTORS. THE LANTERMAN ACT ALSO REQUIRES ONE BOARD MEMBER TO BE A CLIENT SERVICE PROVIDER. TO COMPLY WITH THIS STATE LAW, THE CENTER'S BOARD OF DIRECTORS INCLUDES 3 CLIENTS, 15 PARENTS/LEGAL GUARDIANS OF CLIENTS, AND ONE SERVICE PROVIDER AS OF JUNE 30, 2021. |
| FORM 990, PART VIII, LINE 2B, PROGRAM SERVICE REVENUES: | SOFTWARE CONSULTATION INCOME IS INCOME RECEIVED BY SAN DIEGO IMPERIAL COUNTIES DEVELOPMENTAL SERVICES INC FROM ALL THE REGIONAL CENTERS THAT EXIST IN CALIFORNIA. THE STATE OF CALIFORNIA CHOSE THE ORGANIZATION TO MANAGE THE SPECIALIZED SOFTWARE THAT IS TAILORED SPECIFICALLY TO THE NEEDS OF THE REGIONAL CENTERS AND IS USED BY ALL REGIONAL CENTERS THROUGHOUT THE STATE OF CALIFORNIA. THE ORGANIZATION CHARGES FEES PER REGIONAL CENTER BASED ON THE SIZE OF CLIENTS SERVED. |
| FORM 990, PART X, LINE 10, FIXED ASSETS: | PURSUANT TO THE TERMS OF THE CONTRACT WITH DDS, EQUIPMENT PURCHASES BECOME THE PROPERTY OF DDS AND, ACCORDINGLY, ARE CHARGED AS EXPENSES WHEN INCURRED. |
| FORM 990, PART XI, LINE 9: | PENSION-RELATED CHANGES -OTHER NET PERIODIC POST-RETIREMENT BENEFIT COSTS 32,378,855. |
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