2022-05-10T12:37:18-05:00 2021-06-30 954557617 Harrington Group CPAs LLP 2698 Mataro Street Pasadena CA 91107 990 2020-07-01 941156530 Felton Institute FELT 4154747310 1005 Atlantic Avenue Alameda CA 94501 Marvin Davis CFOO 4154747310 2022-05-10 1 Marvin Davis 999009999 Tonetta L Conner CPA P01775198 6264036801 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z Al Gilbert 1005 Atlantic Avenue Alameda CA 94501 41266778 0 X www.felton.org X 1945 CA Rooted in equity, Felton Institute transforms quality of life and promotes social justice to accelerate community led change. 17 17 515 250 0 0 31789225 40683567 144087 229698 17897 -356507 -26929 -54087 31924280 40502671 0 0 0 0 23844358 26434547 0 0 165703 8470961 9330360 32315319 35764907 -391039 4737764 16253778 19462618 14066340 12864381 2187438 6598237 X Felton Institute responds to human needs with cutting edge social services and treatment that combine evidence-based practices with cultural sensitivity and a deep respect to our clients. We place special emphasis on the needs of low-income families, children, elderly, and people living with disabilities. 0 0 9861238 83500 The Children, Youth, Family and TAY Division:The CYF and TAY division provides comprehensive services to low-income at-risk children, youth, and families, to help give them a sound foundation for lifelong development, family economic success and hope for a successful future. The program delivers a wide variety of social and mental health services to infants, toddlers, children, and their parents, with a focus on low-income and at-risk families. 6702057 Senior Services Division:The Senior Services Division's mission is to provide citywide services and workforce opportunities for aging adults to help them remain in community and age with dignity, security, and maintain a high-quality of life. Programs range from vocational services to clinical delivery to ensure the aging population has a voice. 4500831 Early Psychosis Division:An innovative, strengths-based treatment model for community settings with a mission to effectively remit schizophrenia. Within the six programs representing the Division, clients are served within five counties with over 700 clients. 3859692 Adult Division:The Adult Division mission is to provide human and mental health services to at-risk and vulnerable adults in need of intensive care management, substance abuse, and mental health treatment as well as housing services for low-income adults. Services to meet this mission are as diverse as Deaf Counseling Services to San Francisco Suicide Prevention. 369888 146198 Training, Research and Evaluation:Training, Research and Evaluation offers internal and external professional development and behavioral health trainings in a variety of evidence-based practices including but not limited to Motivation Care Management, Motivational Interviewing, and Cognitive Behavioral Therapy (CBT), as well as other best practices for the social services environment. 3277749 Justice Services Division:The Justice Services Division is focused on those who have been justice-impacted with lived experience through incarceration, advocacy, and reentry. Our programs support services range from street outreach and linkage services to case management for adults dealing with substance abuse and Young Adult Court - in collaboration with the SF Collaborative Courts justice programs that address addiction, mental health, and other social service needs as an alternative to the (typical) justice options. 7507329 146198 28571455 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 58 0 1 515 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X Marvin Davis CFOO 4154747310 1005 Atlantic Ave Alameda CA 94501 Sandra L Smith Chair 2.00 X X 0 0 0 Amy L Solliday Chair Emeritus 2.00 X X 0 0 0 Darren Skolnick Vice Chair (Start 9/20) 2.00 X X 0 0 0 Grace Eichinger Secretary 2.00 X X 0 0 0 Paul Adams Board Member 2.00 X 0 0 0 Susan Bobulsky Board Member 2.00 X 0 0 0 H Westley Clark Board Member (End 4/21) 2.00 X 0 0 0 Michelle O Clark Board Member 2.00 X 0 0 0 Michael N Hofman Board Member 2.00 X 0 0 0 Mark Gibson Board Member 2.00 X 0 0 0 Terry M Limpert Board Member 2.00 X 0 0 0 Elisabeth Madden Board Member (End 9/20) 2.00 X 0 0 0 Kathy Neal Board Member (Start 3/21) 2.00 X 0 0 0 Michael Orias Board Member 2.00 X 0 0 0 Yasmine Rafidi Board Member 2.00 X 0 0 0 Peter Rojo Board Member 2.00 X 0 0 0 Christopher Seaman Board Member 2.00 X 0 0 0 Matthew H Snyder Board Member 2.00 X 0 0 0 Tamara Steel Board Member (Start 10/20) 2.00 X 0 0 0 Al Gilbert CEO 37.50 X 321701 0 6176 Marvin Davis CFOO 37.50 X 230497 0 0 Yohana Quiroz COO 37.50 X 203022 0 4435 Liz Dalmacio Chief Human Resource Officer 37.50 X 175443 0 17651 Jennifer M Brewer Psychiatrist 37.50 X 248659 0 6138 Ralph Fenn Psychiatrist 37.50 X 233253 0 0 Reva M Vrana Longacre Psychiatric Nurse Practitioner 37.50 X 202955 0 0 Meghan M Ryan Psychiatric Nurse Practitioner 37.50 X 180850 0 6172 Kenji Paschen Chief Technology Officer 37.50 X 154745 0 4386 1951125 0 44958 31 0 1 0 Gaston Consulting LLC 7906 Ruxway Rd Townson MD 21204 Financial Consulting 165453 Leddy Maytum Stacy Architects 1940 Bryant St San Francisco CA 94110 Architect 119653 2 39674447 1009120 40683567 Training 624100 146198 146198 Program Fees 611710 83500 83500 229698 3 3 293419 389753 -96334 -96334 -96334 17844 14457 359897 3387 -359897 -356510 -356510 Miscellaneous 900099 42247 42247 42247 40502671 229698 0 -410594 967983 214507 753476 21703367 19266932 2310874 125561 1884000 1689219 183480 11301 1879197 1558213 310939 10045 136075 136075 26871 17888 8983 1131148 745485 385194 469 974323 882999 89978 1346 206769 122980 68602 15187 3535917 2226310 1308175 1432 196687 172910 23777 106048 84942 20756 350 450883 450883 423154 423154 315837 312117 3720 Program expense 855507 848680 6827 Bad debt expense 376657 376657 Volunteer expenses 300421 300419 2 Miscellaneous 125235 82914 42309 12 168828 44940 123888 35764907 28571455 7027749 165703 1049425 3211007 80605 91868 150002 100000 4741042 6671122 8872 76495 11951057 2893102 9792176 9057955 154774 129054 276882 125117 16253778 19462618 2666932 3253778 0 1922340 7852218 7688263 3547190 0 14066340 12864381 X 2154006 6558286 33432 39951 2187438 6598237 16253778 19462618 X 4737764 -326965 X 0 1 X 1 1 1 X 21769010 23707975 26764852 31789225 40683567 144714629 21769010 23707975 26764852 31789225 40683567 144714629 144714629 152838 152986 359441 224528 296809 1186602 55647 217469 142191 26866 42247 484420 146385651 1290872 0.98860 0.98980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4621536 4621536 7111112 2764806 4346306 85385 41081 44304 133024 87215 45809 9057955 X 40651451 85992 389753 475745 40175706 326965 326965 40502671 36240652 85992 389753 475745 35764907 0 35764907 Part X, Line 2: Felton Institute is exempt from taxation under Internal Revenue Code Section 501(c)(3) and California Revenue and Taxation Code Section 23701d. Generally accepted accounting principles provide accounting and disclosure guidance about positions taken by an organization in its tax returns that might be uncertain. Management has considered its tax positions and believes that all of the positions taken by Felton Institute in their federal and state exempt organization tax returns are more likely than not to be sustained upon examination. Felton Institute's returns are subject to examination by federal and state taxing authorities, generally for three and four years, respectively, after they are filed. Part XI, Line 2d - Other Adjustments: Rental expenses 389,753. Part XI, Line 4b - Other Adjustments: Cost settlement - contracts 326,965. Part XII, Line 2d - Other Adjustments: Rental expenses 389,753. X X X 0 0 0 0 0 0 0 1 0 Al Gilbert CEO 288501 0 33200 0 0 0 0 0 6176 0 327877 0 0 0 Jennifer M Brewer Psychiatrist 248659 0 0 0 0 0 0 0 6138 0 254797 0 0 0 Ralph Fenn Psychiatrist 233253 0 0 0 0 0 0 0 0 0 233253 0 0 0 Marvin Davis CFOO 230497 0 0 0 0 0 0 0 0 0 230497 0 0 0 Yohana Quiroz COO 203022 0 0 0 0 0 0 0 4435 0 207457 0 0 0 Reva M Vrana Longacre Psychiatric Nurse Practitioner 202955 0 0 0 0 0 0 0 0 0 202955 0 0 0 Liz Dalmacio Chief Human Resource Officer 175443 0 0 0 0 0 0 0 17651 0 193094 0 0 0 Meghan M Ryan Psychiatric Nurse Practitioner 180850 0 0 0 0 0 0 0 6172 0 187022 0 0 0 Kenji Paschen Chief Technology Officer 154745 0 0 0 0 0 0 0 4386 0 159131 0 0 0 Part I, Line 7 The Board of Directors make a decision based on market and performance. Every year, the board reviews both criteria and determines any salary and bonus paid to its officers. Form 990, Part VI, Section B, line 11b A draft of the Form 990 is prepared by an outside CPA firm and reviewed and approved by the CFOO and given to the Board's finance commmittee prior to tax filing. Form 990, Part VI, Section B, line 12c All employees, subcontractors, and independent contractors are required to acknowledge and sign the conflict of interest statement. The Board members are also required to disclose their interest on an annual basis. Form 990, Part VI, Section B, line 15 The Board performs reviews and approvals of the Executive Director's salary on an annual basis. Comparable salary data is used and available for their comparison. All other top management's compensation is determined by comparable data as well as approval from the Executive Director. Form 990, Part VI, Section C, line 19 The organization makes its governing documents, conflict of interest policy, financial statements and Form 990 available to the public upon request. Form 990, Part XI, line 9: Cost Settlement -326,965.