2022-11-09T13:03:56-06:00 2021-12-31 954557617 Harrington Group CPAs LLP 2698 Mataro Street Pasadena CA 91107 990 2021-01-01 951660346 David and Margaret Home Inc DAVI 9095965921 1350 Third Street La Verne CA 91750 Dan Maydeck Executive Director 9095965921 2022-11-09 1 Dan Maydeck 999009999 Sean E Cain CPA P01612986 6264036801 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z David & Margaret Youth & Family Svcs Dan Maydeck 1350 Third Street La Verne CA 91750 11634394 0 X www.davidandmargaret.org X 1910 CA Therapeutic assistance to abused, neglected, and behaviorally challenged children, youth and their families. 18 18 200 152 0 0 11586417 11086622 88816 139296 33405 617 478171 394014 12186809 11620549 1780744 1189523 0 0 7763346 6836750 0 0 141146 2637098 2320854 12181188 10347127 5621 1273422 7732578 8793546 4643137 3872096 3089441 4921450 X The David & Margaret Home empowers children, youth and families through culturally diverse services that foster emotional, educational, spiritual and identity development. David & Margaret has been in existence for over 100 years and serves over 1,100 people annually. Our programs receive clients from multiple counties throughout the state. It is not a stopping place but a journey and a stepping stone to a brighter future, and a haven to children, youth, and families. 0 1 5621143 673994 81000 Unaccompanied Children - The Unaccompanied Children (UC) program is assigned the specific task of caring for children who are under 18 years old, have no legal lawful immigration status in the United States, and have no parent or legal guardian in the United States available to provide care and physical custody. The youth are placed in shelter care (generally 20-30 days) pending a disposition of their case. Some are in residential shelter care and some are placed in long-term foster care. During the year covered, 234 clients were served. 1059914 200582 58296 Transitional Living Programs - Aims to reduce the homelessness among current and foster youth by providing access to safe, affordable, and supportive housing for youth transitioning out of the foster care system. The program provides job training, educational support, case management and counseling. The Transitional Housing programs served 96 clients. 793927 314947 Foster Family Agency and Adoption Agency offers parent training and foster home approval for resource families; Foster-adoption program for resource families who want to move toward adoption; Treatment foster care, providing specialized training for resource families for clients requiring a higher level of care, 6,234 days of care were provided. The Foster Care program served 85 clients. 891219 Mental Health Program - Provides individual and family therapy, psychological testing, medication evaluation and follow-up, therapeutic behavioral services, and case management linkage to community resources. During the year covered, 132 clients were served. 891219 8366203 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 27 0 1 200 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 18 18 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X Tony Williams CFO 9095932581 233 W Baseline Rd Box 400 La Verne CA 91750 Michele Becker Board Chair (Start 7/21) 1.00 1.00 X X 0 0 0 Sabina Sullivan Board President (End 7/21) 1.00 X X 0 0 0 Kevin Hardy Board Vice Chair (Start 7/21) 1.00 1.00 X X 0 0 0 Patricia Guild Board Vice President(End 7/21) 1.00 X X 0 0 0 Jim Short Treasurer (Start 7/21) 1.00 1.00 X X 0 0 0 Susan Hume Treas.(End 7/21)/Board Member 1.00 1.00 X X 0 0 0 Judge Robert Dukes Secretary (Start 7/21) 1.00 1.00 X X 0 0 0 Ellenor Hodson Secretary (End 7/21) 1.00 X X 0 0 0 Gerilynn P Abracosa Board Member (End 7/21) 1.00 X 0 0 0 Brian Bowcock Board Member 1.00 1.00 X 0 0 0 Bill Boynton Board Member (End 7/21) 1.00 X 0 0 0 Bob Dalton Board Member 1.00 1.00 X 0 0 0 Darcy Coulter Board Member (End 7/21) 1.00 X 0 0 0 Norm Dominguez Board Member (Start 7/21) 1.00 1.00 X 0 0 0 Dena Garvin-Smart Board Member (Start 7/21) 1.00 1.00 X 0 0 0 Kevin Kearney Board Member 1.00 1.00 X 0 0 0 Elizabeth Liz Martinez Board Member (End 7/21) 1.00 X 0 0 0 Manuel Milla King Board Member (Start 7/21) 1.00 1.00 X 0 0 0 John Norton Board Member (End 7/21) 1.00 X 0 0 0 Guy La Roque Board Member (Start 7/21) 1.00 1.00 X 0 0 0 Patricia A Lobello-Lamb Board Member (Start 7/21) 1.00 1.00 X 0 0 0 Robert Mason Board Member (Start 7/21) 1.00 1.00 X 0 0 0 Brent Pasqua Board Member (Start 7/21) 1.00 1.00 X 0 0 0 Jonathan L Reed PhD Board Member (Start 7/21) 1.00 1.00 X 0 0 0 Sharon Shellman Board Member (End 7/21) 1.00 X 0 0 0 Thomas Taylor Board Member (End 7/21) 1.00 X 0 0 0 Arun Tolia Board Member (End 7/21) 1.00 X 0 0 0 J Raymond Villanueva MBA Board Member 1.00 1.00 X 0 0 0 Judith Wagner Board Member (Start 7/21) 1.00 1.00 X 0 0 0 Amaryllis Watkins Board Member (End 7/21) 1.00 X 0 0 0 Karen Zubiate-Beauchamp Board Member (End 7/21) 1.00 X 0 0 0 Daniel Maydeck Executive Director (Start 4/21) 10.00 30.00 X 0 276444 36575 Michael Miller E.D./Sr. Dir of Resid. Programs (Start 7/21) 40.00 5.00 X 96748 0 2955 Antonio Williams CFO (Start 7/21) 10.00 30.00 X 0 188856 30803 Phoebe Miyamoto CFO (End 7/21) 40.00 X 80777 0 4842 Sheila P Davis HR and Ops. Manager 40.00 X 107649 0 5256 Veronica Mendivil Dir. Of New Beginnings Program 40.00 X 107624 0 2272 392798 465300 82703 2 0 1 0 Oden Maintenance 950 Lyford Dr San Dimas CA 91773 Janitoral Services 151582 1 10601295 485327 266535 11086622 Program fees 541610 88000 88000 Nonpublic School Mgmt. Fees 611600 51296 51296 139296 617 617 77063 0 77063 77063 77063 308602 13845 294757 294757 Other income 990009 22194 22194 22194 11620549 139296 0 394631 132764 132764 1056759 1056759 185322 30938 154384 5354276 4634497 637599 82180 103359 91405 10594 1360 764573 690955 69603 4015 429220 364671 58039 6510 440 440 120712 120712 130439 90149 8260 32030 12504 10918 1586 293559 182717 97962 12880 248001 120957 126447 597 994954 616657 378297 129229 80177 49052 17839 14571 3268 15094 15094 156128 106274 49854 48444 48444 Dues & subscriptions 58104 27705 30009 390 Licenses and fees 48839 26544 22295 Miscellaneous 30982 23515 6283 1184 Food/First aid 15586 15586 10347127 8366203 1839778 141146 1319751 2302870 654313 586933 1699410 2250391 11836 11836 73178 27451 9648086 6064252 3708108 3583834 265982 30231 7732578 8793546 1443997 815336 649558 636901 402582 389608 2147000 2000000 0 30251 4643137 3872096 X 2646753 4517955 442688 403495 3089441 4921450 7732578 8793546 X 1273422 -991 559578 X 0 1 X 1 1 1 X 14950878 17287535 16213372 11586417 11086622 71124824 14950878 17287535 16213372 11586417 11086622 71124824 71124824 47464 250815 137467 165513 77680 678939 140303 147788 75427 24980 22194 410692 72214455 2071315 0.98490 0.98530 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 99653 99653 99653 99653 79653 20000 99653 79653 79653 79653 2576 2576 79653 1.00000 0 0 417774 417774 7633913 4520927 3112986 1596399 1543325 53074 3583834 Due to Joan Macy School (net allowance) 30251 30251 X 12179123 -991 559578 558587 11620536 13 13 11620549 10347114 0 10347114 13 13 10347127 Part V, Line 4: The interest is used for scholarship expenditures of the organization while the corpus remains intact in perpetuity. Part X, Line 2: David & Margaret 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 David & Margaret in its federal and state exempt organization tax returns are more likely than not to be sustained upon examination. David & Margaret'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: Contract adjustment 559,578. Part XI, Line 4b - Other Adjustments: Special event expenses 13. Part XII, Line 4b - Other Adjustments: Special event expenses 13. 1 Ettie Lee Homes Inc PO Box 339 Baldwin Park CA 91706 951949862 501(c)(3) 132764 0 Unaccompanied Minor Program 1 Specific assistance to individuals/children 330 556891 Foster parent assistance 26 499868 Part I, Line 2: The organization maintains records to substantiate the amount of grants or assistance given and the selection criteria used to award the grants. The organization reviews and follows all requirements set by internal documents for issuing grants to individuals as stated in Section 3.3 in the Accounting and Financial Handbook. 0 0 0 0 0 0 0 0 0 Daniel Maydeck Executive Director (Start 4/21) 0 276444 0 0 0 0 0 7788 0 28787 0 313019 0 0 Antonio Williams CFO (Start 7/21) 0 188856 0 0 0 0 0 4826 0 25977 0 219659 0 0 Part I, Line 3 The Board of Directors for Haynes Family of Programs approves the compensation of the CEO and key officers through a review process as well as compares such compensation to comparability data through a salary survey. X 119941 Thrift shop value X 145592 93287 Value at donation X Miscellaneous 102943 53307 Value at donation 0 1 0 Part I, Column (b): The number of contribution represents the count of items that were donated during the fiscal period. Form 990, Part III, line 3 As of April 2021, David & Margaret and its board of directors have agreed to transfer the management, control, and operations of David & Margaret Home, Inc. ("David & Margaret") to Haynes Family of Programs, Inc. Form 990, Part VI, Section A, line 4 As of April 2021, David & Margaret and its board of directors have agreed to transfer the management, control, and operations of David & Margaret Home, Inc. ("David & Margaret") to Haynes Family of Programs, Inc. ("Haynes") a nonprofit corporation with a primary location also in the City of La Verne, at 233 W. Baseline Rd, in consideration for the eventual merger of David & Margaret and Haynes into one entity, including David & Margaret's programs, assets, and liabilities, subject that to any approvals required by the California Attorney General, and any such other federal, state, and local government agencies. David & Margaret and Haynes, in recognition of this signed agreement, has mutually agreed to share a board of directors, executive leadership team, and is in the process of exploring how best to combine its operations in order to better serve both organizations programs, resources, and clients. Form 990, Part VI, Section B, line 11b As of April 2021, D&M has shared Board of Directors, CFO, and CEO with Haynes, will review both Form 990's, audited financials, etc., when completed. Additionally, a shared Finance Committee will review both financials on a monthly basis, for an on-going analysis to meet governance requirements. Form 990, Part VI, Section B, line 12c All employees, and board members, of David & Margaret Youth and Family Services ("D&M") shall avoid any conflict of interest or appearance of conflict of interest between their own individual interests and those of D&M. The policy is regularly and consistently monitored by the governing body and signed annually. Form 990, Part VI, Section B, line 15 The Board of Directors of David & Margaret Youth and Family Services shall take the following steps in order to determine reasonable compensation for the Executive Director and the Director of Finance: 1. The Board of Directors shall review and approve the executive compensation. Executive compensation shall be determined by persons who are knowledgeable in compensation matters and who have no financial interest in the determination. Executive compensation payments are presumed to be reasonable if the compensation arrangement is approved in advance by an authorized body composed entirely of individuals who do not have a conflict of interest with respect to the arrangement. 2. The Board of Directors shall use appropriate comparability data. Comparability data generally involves looking at compensation levels paid by similarly situated organizations for functionally comparable positions. One method is to obtain compensation surveys or studies from independent outside compensation consultants for this purpose. 3. The Board of Directors shall document in the minutes contemporaneous substantiation of the deliberation and decision for executive compensation. Form 990, Part VI, Section C, line 19 The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. The Form 990 can be accessed on another organization's website (www.guidestar.org). Form 990, Part XI, line 9: Contract adjustments 559,578. Haynes Family of Programs 233 W Baseline Rd PO Box 400 La Verne CA 91750 951506150 Services to at-risk youth and their families CA 501(c)(3) Line 7 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0