2021-10-11T18:13:46-05:00 2020-12-31 954557617 Harrington Group CPAs LLP 234 East Colorado Blvd Suite M150 Pasadena CA 91101 990 2020-01-01 951660346 David and Margaret Home Inc DAVI 9095965921 1350 Third Street La Verne CA 91750 Dan Maydeck Executive Director 9095965921 2021-10-11 1 Dan Maydeck 999009999 Sean E Cain CPA P01612986 6264036801 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z David & Margaret Youth & Family Svcs Dan Maydeck 1350 Third Street La Verne CA 91750 12203111 0 X www.davidandmargaret.org X 1910 CA Therapeutic assistance to abused, neglected, and behaviorally challenged children, youth and their families. 18 18 188 187 0 0 16213372 11586417 91236 88816 0 33405 373632 478171 16678240 12186809 2672966 1780744 0 0 11957066 7763346 0 0 178667 3198211 2637098 17828243 12181188 -1150003 5621 6208024 7732578 3635392 4643137 2572632 3089441 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 6470244 1305359 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, 170 clients were served. 1006606 128552 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 Plus program served 25 clients. 955225 346833 880 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, 26,131 days of care were provided. The Foster Care program served 78 clients. 1354671 87936 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, 151 clients were served. 1354671 87936 9786746 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 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 0 0 0 0 1 37 0 1 188 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 18 18 0 0 0 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 Sabina Sullivan Board President 1.00 X X 0 0 0 Patricia Guild Board Vice President 1.00 X X 0 0 0 Susan Hume Treasurer 1.00 X X 0 0 0 Ellenor Hodson Secretary 1.00 X X 0 0 0 Gerilynn P Abracosa Board Member 1.00 X 0 0 0 Brian Bowcock Board Member 1.00 X 0 0 0 Bill Boynton Board Member 1.00 X 0 0 0 Darcy Coulter Board Member 1.00 X 0 0 0 Robert Dalton Board Member 1.00 X 0 0 0 Kevin Kearney Board Member 1.00 X 0 0 0 Elizabeth Liz Martinez Board Member 1.00 X 0 0 0 John Norton Board Member 1.00 X 0 0 0 Sharon Shellman Board Member 1.00 X 0 0 0 Thomas Taylor Board Member 1.00 X 0 0 0 Arun Tolia Board Member 1.00 X 0 0 0 J Ramon Vallanueva Board Member 1.00 X 0 0 0 Amaryllis Watkins Board Member 1.00 X 0 0 0 Karen Zubiate-Beauchamp Board Member 1.00 X 0 0 0 Charles Rich E.D.(End 2/20)/CEO consultant 50.00 X 32500 0 1214 Michael Miller E.D. (Start 2/20) 50.00 X 148829 0 6988 Phoebe Miyamoto Finance Director 40.00 X 116290 0 6080 Margaret Bohlman Chief Community Engagement Officer 40.00 X 111829 0 6255 409448 0 20537 3 0 1 0 Huntington Culinary Inc 7071 Warner Ave Suite 714 Huntington Beach CA 92647 Food Services 173213 Oden Maintenance 950 Lyford Dr San Dimas CA 91773 Janitoral Services 144108 Centre Construction PO Box 843 Walnut CA 91788 Construction 109660 3 10964426 621991 188362 11586417 Nonpublic School Mgmt. Fees 611600 87936 87936 Private Placement Fees 623990 880 880 88816 24955 24955 132108 0 132108 132108 132108 8450 0 8450 8450 8450 337385 16302 321083 321083 Miscellaneous income 900099 24980 24980 24980 12186809 88816 0 511576 862425 862425 918319 918319 311901 51518 260383 5968140 5146609 690450 131081 71539 59731 10213 1595 933217 835168 87611 10438 478549 397519 71506 9524 37794 24539 13255 101678 101678 126285 110197 15791 297 52577 3976 47070 1531 199412 152970 38897 7545 122844 67478 54823 543 1030807 711612 315741 3454 177486 129860 47626 11323 10890 433 16186 16186 224130 106274 117856 210417 70042 140375 Bad debt expense 132250 132250 Miscellaneous 78996 56468 11499 11029 Dues & subscriptions 70086 44933 23523 1630 Licenses and fees 39285 22526 16759 5542 3692 1850 12181188 9786746 2215775 178667 789795 1319751 711516 654313 611308 1699410 11836 11836 46985 73178 9589992 5881884 3824595 3708108 211989 265982 6208024 7732578 1518429 1443997 1702051 649558 414912 402582 0 2147000 3635392 4643137 X 2045207 2646753 527425 442688 2572632 3089441 6208024 7732578 5621 9194 501994 0 X 0 1 X 1 1 1 X 14748466 14950878 17287535 16213372 11586417 74786668 14748466 14950878 17287535 16213372 11586417 74786668 74786668 71056 47464 250815 137467 165513 672315 57082 140303 147788 75427 24980 445580 75904563 1874183 0.98530 0.98650 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 99653 99653 79653 20000 99653 79653 79653 79653 2576 2576 79653 79653 19 19 79653 1.00000 0 0 417774 417774 7575819 4433863 3141956 1596399 1448021 148378 3708108 X 12697997 9194 501994 511188 12186809 0 12186809 12181188 0 12181188 0 12181188 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. 1 Ettie Lee Homes Inc PO Box 339 Baldwin Park CA 91706 951949862 501(c)(3) 862425 Unaccompanied Minor Program 1 Specific assistance to individuals & foster parents 1485 918319 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. X X 0 0 0 0 0 0 0 0 0 Michael Miller E.D. (Start 2/20) 148829 0 0 0 0 0 1929 0 5059 0 155817 0 0 0 X 84763 FMV X 121465 65927 FMV X Miscellaneous 96872 37672 FMV 0 1 0 Part I, Column (b): The number of contributions is based on the number of items donated from the contributors. Form 990, Part III, line 3 Transitional Shelter Care Program, Campus Residential Program, and Learning Enhancement Center closed in 2020. As noted on the prior period Form 990, Part III, Line 3 narrative, the organization determined these services were not fruitfully supporting the community to its fullest and decided to modify the current program services to maintain a positive impact. Form 990, Part VI, Section B, line 11b The Form 990 is reviewed by members of the board, Executive Director and Finance Director before submission to the IRS. 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). Schedule O, Subsequent activity As of March 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.