2023-10-16T14:13:32-05:00 2022-06-30 814234542 BPM LLP 4200 BOHANNON DRIVE SUITE 250 MENLO PARK CA 940251021 990 2021-07-01 941711490 INDIVIDUALS NOW INC INDI 7075443299 2447 SUMMERFIELD ROAD SANTA ROSA CA 954057815 ANITA MALDONADO CEO 7078003959 2023-10-13 1 ANITA MALDONADO 999009999 CAROLYN R AMSTER P00189994 6508556800 2023-10-13 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z SOCIAL ADVOCATES FOR YOUTH ANITA MALDONADO 2447 SUMMERFIELD ROAD SANTA ROSA CA 954057815 7514930 0 X WWW.SAYSC.ORG X 1970 CA SOCIAL ADVOCATES FOR YOUTH IS ALWAYS THERE TO SERVE THE MOST VULNERABLE CHILDREN, YOUTH, AND THEIR FAMILIES SO THEY CAN REALIZE THEIR FULLEST POTENTIAL TO LIVE THEIR BEST LIVES 15 15 141 150 0 0 6698893 5698159 999239 1374016 24145 43567 20166 242420 7742443 7358162 430075 752180 0 0 4715386 5101042 0 6188 633459 1878272 1691907 7023733 7551317 718710 -193155 14865439 14443433 2618022 2447796 12247417 11995637 X SOCIAL ADVOCATES FOR YOUTH IS ALWAYS THERE TO SERVE THE MOST VULNERABLE CHILDREN, YOUTH, AND THEIR FAMILIES SO THEY CAN REALIZE THEIR FULLEST POTENTIAL TO LIVE THEIR BEST LIVES 0 0 3813520 733750 1416436 HOUSING CONTINUUM AND CRISIS SERVICES:THE SAY HOUSING CONTINUUM PROVIDES AN INNOVATIVE AND VIABLE SOLUTION TO SOLVING THE CRITICAL ISSUE OF YOUTH HOMELESSNESS IN SONOMA COUNTY (AGES 12-15). SAY'S HOUSING CONTINUUM SUPPORTS HOMELESS YOUTH WITH WRAPAROUND SERVICES DESIGNED TO EMPOWER THEM ON THE PATHWAY TO BECOMING HEALTHY, RESPONSIBLE, AND INDEPENDENT ADULTS. THE SAY HOUSING CONTINUUM INCLUDES STREET OUTREACH SERVICES, SHELTER SERVICES, CASE MANAGEMENT, AND HOUSING SERVICES. SHELTER SERVICES INCLUDE A BASIC CENTER FOR RUNAWAY AND HOMELESS YOUTH (AGES 12-17, OR 18 IF STILL IN HIGH SCHOOL), A SHELTER FOR TRANSITINAL AGE YOUTH (AGES 18-24), AND A WINTER SHELTER FOR TRANSITIONAL AGE YOUTH (WHICH RUNS FROM DECEMBER THROUGH MARCH DURING THE COLDEST NIGHTS). HOUSING SERVICES INCLUDE SUPPORTED HOUSING AT THE DREAM CENTER AND TAMAYO VILLAGE LOCATIONS, AS WELL AS IN COMMUNITY BASED RENTALS. SAY RUNS A PARENTING YOUTH PROGRAM FOR PARENTS (AGES 16-21) AND THEIR CHILDREN. WE ALSO SERVE VICTIMS OF TRAFFICKING ACROSS ALL CRISIS AND HOUSING SERVICES. 1529698 2053 COUNSELING: THE COUNSELING CLINIC SERVED CHILDREN, YOUTH, FAMILIES AND YOUNG ADULTS (AGES 0-20) WHO HAVE MEDI-CAL INSURANCE. SAY PROVIDED COUNSELING SERVICES TO TRANSITONAL AGE YOUTH (AGED 18-25) WHO REQUESTED SERVICES AND LIVE AT THE SAY DREAM CENTER AND TAMAYO VILLAGE HOUSING SERVICES. SAY PROVIDED COUNSELING UNDER CONTRACT WITH SONOMA COUNTY PROBATION, WITH FAMILY, YOUTH & CHILDREN'S SERVICES, AND OTHERS. SAY'S SERVICES WERE BROADLY AVAILABLE TO ENGLISH AND SPANISH SPEAKING PERSONS EXPERIENCING SEVERE EMOTIONAL PROBLEMS OR HAVING SUBSTANTIAL DIFFICULTIES AT SCHOOL, AT HOME, OR IN THE COMMUNITY. SAY PROVIDED MENTAL HEALTH SERVICES ON 13 SECONDARY SCHOOL CAMPUSES. SAY OFFERED GRIEF SERVICES AT LIBRARIES IN THE COUNTY. 592899 16377 CAREER SERVICES:SAY'S CAREER SERVICES PROGRAMS PROVIDED TEENS AND YOUNG ADULTS (AGES 14-24) WITH OPPORTUNITIES FOR EMPLOYMENT AND EDUCATION DEVELOPMENT. SAY OFFERED YEAR-ROUND CASE MANAGEMENT, DIRECT PATHWAYS TO JOBS, AND SUPPORT FOR CAREER DEVELOPMENT AND EXPLORATION. WE OFFERED JOB PLACEMENT ASSISTANCE, INCLUDING RESUME BUILDING AND MOCK INTERVIEW WORKSHOPS. WE PROVIDED WRAPAROUND CASE MANAGEMENT TO SANTA ROSA YOUTH WHO NEEDED DIVERSION. 5936117 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 23 0 1 141 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 1 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X X SOCIAL ADVOCATES FOR YOUTH 7075443299 2447 SUMMERFIELD ROAD SANTA ROSA CA 954057815 GINA BELFORTE BOARD PRESIDENT 2.00 X X 0 0 0 PETER HSU VICE PRESIDENT 2.00 X X 0 0 0 TY COMSTOCK TREASURER 2.00 X X 0 0 0 CYNTHIA NEGRI SECRETARY 2.00 X X 0 0 0 CLAY BILBY MEMBER-AT-LARGE 2.00 X 0 0 0 TINA WALLIS MEMBER 2.00 X 0 0 0 SCOTT LEWIS MEMBER 2.00 X 0 0 0 MATTHEW BREWER MEMBER 2.00 X 0 0 0 SUSAN BARNES MEMBER 2.00 X 0 0 0 MARK STAPP MEMBER 2.00 X 0 0 0 TED PATCHET MEMBER 2.00 X 0 0 0 JENNIFER STARK MEMBER 2.00 X 0 0 0 HEATHER NELSON MEMBER 2.00 X 0 0 0 PEGGY CLARK MEMBER 2.00 X 0 0 0 GREG HANCOCK MEMBER 2.00 X 0 0 0 JEFF AHLERS MEMBER (TO 10/21) 2.00 X 0 0 0 SHAWN CROZAT MEMBER (TO 12/21) 2.00 X 0 0 0 TROY NIDAY MEMBER (TO 12/21) 2.00 X 0 0 0 LORRAINE ASHTON MEMBER (TO 1/22) 2.00 X 0 0 0 JARED COOLEY MEMBER (TO 6/22) 2.00 X 0 0 0 GERARD GIUDICE MEMBER (TO 6/22) 2.00 X 0 0 0 ANITA MALDONADO CHIEF EXECUTIVE OFFICER 40.00 X 153265 0 15421 MARY O'BRIEN CHIEF FINANCIAL OFFICER 40.00 X 95323 0 13468 ELIZABETH GOLDMAN CHIEF PROGRAM OFFICER 40.00 X 108911 0 12225 DENNIS AGNOS CHIEF DEVELOPMENT OFFICER 40.00 X 103464 0 7505 460963 0 48619 3 0 1 0 0 3939500 1758659 52043 5698159 GOVERNMENT CONTRACTS 624100 1186916 1186916 CONTRACT REVENUE 624100 102251 102251 TAMAYO HOUSE 624100 84849 84849 1374016 20386 20386 34620 0 34620 34620 34620 179949 156768 23181 23181 23181 INSURANCE PROCEEDS 900099 200000 200000 MISCELLANEOUS 900099 7800 7800 207800 7358162 1416436 0 243567 752180 752180 302214 237201 38216 26797 4127374 3234182 521835 371357 35097 27498 4451 3148 279558 225823 33685 20050 356799 288218 42992 25589 130492 130492 74599 74599 6188 6188 798 626 99 73 287824 219741 40242 27841 64613 64613 343571 357994 -18785 4362 88083 80690 4257 3136 MISCELLANEOUS 316106 165376 38241 112489 CONTRACT SERVICES 128325 79697 32290 16338 SUPPLIES & EQUIPMENT 117875 102178 8275 7422 WORKERS COMPENSATION 74272 64983 7323 1966 65349 35117 23529 6703 7551317 5936117 981741 633459 1537131 1222395 760265 606845 54025 338942 304392 311195 13667631 2481629 11403648 11186002 758647 737723 47331 40331 14865439 14443433 517996 699634 233398 26911 1427297 1334527 439331 386724 2618022 2447796 X 11080380 10942086 1167037 1053551 12247417 11995637 14865439 14443433 X -193155 -55808 -2817 X 0 0 0 X 1738815 1371473 1046993 6698893 5698159 16554333 1738815 1371473 1046993 6698893 5698159 16554333 16554333 2494 5247 1959 8680 20386 38766 16593099 15651009 0.99770 0.98180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 38115 0 38115 30034 8081 38115 29057 977 30034 27812 1245 29057 26073 1739 27812 1.00000 0 0 1141454 1141454 12122597 2163687 9958910 44439 21407 23032 359141 296535 62606 11186002 OBLIGATION UNDER SPLIT-INTEREST AGREEMENT 386724 386724 1 PERSONAL AND EDUCATION ASSISTANCE 10078 752180 COST TRAVEL, PERSONAL AND HOUSEHOLD GOODS, AND EDUCATIONAL SUPPLIES PART I, LINE 2: ASSISTANCE IS GIVEN TO YOUTH AND FAMILIES ENROLLED IN SAY PROGRAMMING TO MEET INDIVIDUAL NEEDS AS DETERMINED BY PROGRAM STAFF. SCHEDULE I, PART III, COLUMN B: INDIVIDUALS NOW, INC. (SAY) PROVIDES SERVICES TO A LARGE NUMBER OF INDIVIDUALS. THE NUMBER OF RECIPIENTS PROVIDED IS AN ESTIMATE. X X X X 0 0 0 0 0 0 0 1 0 ANITA MALDONADO CHIEF EXECUTIVE OFFICER 153011 0 254 0 0 0 2966 0 12455 0 168686 0 0 0 PART I, LINE 7 ALL STAFF RECEIVED A HOLIDAY BONUS IN DECEMBER 2021. X 535 FMV X 193 37874 FMV X MISCELLANEOUS 25 8748 FMV X GIFT CARDS 7 2050 FMV X HOUSING SUPPLIES 10 1962 FMV X EMERGENCY SUPPLIES 2 624 FMV X ELECTRONICS 1 250 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 5 THE ORGANIZATION FIRST BECAME AWARE OF THE LOSS ON APRIL 12, 2022 AND WAS DISCOVERED BY CEO ANITA MALDONADO. SUSPECTED CHARGES TO THE COMPANY CREDIT CARD WAS DISCOVERED BETWEEN AUGUST 2017 TO MAY 2022. AFTER CONDUCTING AN INTERNAL INVESTIGATION, IT WAS DETERMINED THAT A TRUSTED MEMBER OF THE MANAGEMENT TEAM WAS USING THE COMPANY CREDIT CARD FOR HER PERSONAL USE. THE CHARGES INCLUDED FOOD, PERSONAL ITEMS, RESTAURANTS, FURNITURE, PERSONAL CELL PHONE, ELECTRIC AND WATER BILLS, GIFT CARDS THAT WERE USED FOR PERSONAL TRAVEL FOR HERSELF AND HER FAMILY. IT WAS ALSO DISCOVERED THE SHE SUBMITTED FALSE TIMESHEETS/PAYROLL FOR AN EMPLOYEE WHO NO LONGER WORKED AT SAY. CORRECTIVE ACTION TAKEN SAY REVIEWED SEVERAL POLICIES AND PROCEDURES AND ADDED ADDITIONAL LANGUAGE TO STRENGTHEN THEM. WE ALSO ADDED AN EXTRA REVIEWER TO THE REVIEW PROCESS. BELOW ARE THE POLICIES THAT WERE REVIEWED AND STRENGTHENED WITH ADDITIONAL CONTROLS: OUT OF AREA TRAVEL EXPENSE & EXPENSE REIMBURSEMENT POLICY DIRECT CLIENT ASSISTANCE POLICY INCLUDING GIFT CARDS FOOD PURCHASING POLICY ONCE SAY DISCOVERED THE LOSS, AN INTERNAL INVESTIGATION TOOK PLACE AND THE EMPLOYEE WAS TERMINATED ON MAY 25, 2022. A POLICE REPORT WAS FILED ON MAY 29, 2022 AND THE DEFENDANT ENTERED A PLEA OF "NO CONTEST". THE DEFENDANT WAS CONVICTED AND ORDERED TO PAY RESTITUTION IN THE AMOUNT OF $53,482 ON AUGUST 15, 2023 AT THE SENTENCING. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY AN OUTSIDE FIRM OF TAX PROFESSIONALS. THE DRAFT FORM PREPARED IS THEN REVIEWED BY THE CHIEF FINANCIAL OFFICER AND THE FINANCE COMMITTEE. THIS GROUP OF INDIVIDUALS THEN DISCUSSES THE CONTENTS OF THE RETURN WITH THE OUTSIDE TAX PROFESSIONALS. AFTER A FULL REVIEW (WITH MODIFICATIONS WHERE NECESSARY), THE FINAL VERSION OF THE TAX RETURN IS PROVIDED TO ALL MEMBERS OF THE ORGANIZATION'S VOTING BODY. A REPRESENTATIVE OF THE BOARD AUTHORIZES THE FINAL FORM 990, WHICH IS THEN ELECTRONICALLY FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C IF A CONFLICT OF INTEREST OCCURS, A DISCUSSION TAKES PLACE AT EACH BOARD MEETING AND IT IS DOCUMENTED IN THE MINUTES. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS PRESENTED ANNUALLY FOR REVIEW AND APPROVAL BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST 25,788. PLEDGE DISCOUNT 2,873. CHANGE IN PRIOR YEAR COST SETTLEMENTS -31,478.