2021-11-09T10:35:12-08:00 2020-12-31 823870474 GILMORE & ASSOCIATES LLP 411 BOREL AVENUE SUITE 501 SAN MATEO CA 94402 990 2020-01-01 953857511 CALIFORNIA ALLIANCE OF CHILD AND FAMILY SERVICES CALI 9164492273 2201 K STREET SACRAMENTO CA 95816 CHRISTINE STONER-MERTZ CEO 2021-11-09 true CHRISTINE STONER-MERTZ 999009999 Caprice K Wummer CPA P00443536 6504326110 X 2 AAL1 IAL1 FAL1 2020 2022-09-23 18:48:47Z CHRISTINE STONER-MERTZ 2201 K STREET SACRAMENTO CA 95816 2249198 false X WWW.CACFS.ORG X 1982 CA THROUGH ADVOCACY, EDUCATION AND EXECUTIVE SUPPORT, PROMOTE, CHAMPION, AND LEAD OUR MEMBER AGENCIES IN PROVIDING SERVICES OF THE HIGHEST QUALITY THAT DEMONSTRABLY IMPROVE THE LIVES OF VULNERABLE CHILDREN AND FAMILIES. 22 22 21 0 1496665 1514805 355915 312175 70866 107400 10208 5205 1933654 1939585 0 0 1232222 1234474 0 56679 827199 647500 2059421 1881974 -125767 57611 1571565 1630010 259239 239706 1312326 1390304 PROMOTING THE HEALTH, WELL-BEING AND SAFETY OF CHILDREN, YOUTH AND FAMILIES IN CALIFORNIA AS A COLLECITVE VOICE IMPACTING POLICY AND BEST PRACTICES TO STRENGTHEN THE SYSTEMS THAT SERVE THEM. false false 559402 ADVOCACYTHE CALIFORNIA ALLIANCE OF CHILD AND FAMILY SERVICES PURSUES AN AGGRESSIVE AGENDA OF LEGISLATIVE AND REGULATORY ADVOCACY ON BEHALF OF ITS MEMBER AGENCIES AND THE CHILDREN AND FAMILIES THEY SERVE. STAFF REPRESENTS THE ALLIANCE BEFORE THE LEGISLATURE, REGULATORY AND ADMINISTRATIVE AGENCIES, AND THE GOVERNOR'S OFFICE. EXPERIENCED AND EXPERT, STAFF MEMBERS MONITOR THE STATE BUDGET AND LOBBY BOTH FOR AND AGAINST LEGISLATION. THE CALIFORNIA ALLIANCE PROMOTES PROGRAMS AND POLICIES THAT ARE BENEFICIAL TO CHILDREN AND FAMILIES, GUARDS THE RESOURCES NECESSARY FOR MEMBER AGENCIES TO MEET THE NEEDS OF THE CHILDREN AND FAMILIES THEY SERVE, AND VIGOROUSLY OPPOSES LEGISLATIVE AND ADMINISTRATIVE ACTIONS THAT ARE POTENTIALLY HARMFUL. STATE BUDGET: Successfully advocated against cuts to FFAs and STRTPs in the Governors proposed budget (FFA, STRTP) LEGISLATIVE ACHIEVEMENTS - BILLS PASSED:AB 2112 (Ramos) (CA Alliance Sponsored) - Established first State Office of Suicide Prevention (Behavioral Health) AB 855 (Weiner) - Supported passage of States most aggressive commercial insurance parity law in the nation (Behavioral Health) SB 860 (Beall) - Supported successful legislation to increase foster youth support in completing college financial aid application, FAFSA (TAY)AB79 (Human Services Omnibus)- Sponsored legislation successfully switching the Resource Family Approval update from annually to biennially (FFA) AB 89 (Ting) (Co-Sponsored with John Burton Advocates for Youth) enacted into law in the 2020 state budget providing for a rate supplement for THP-NMD providers (TAY) AB 2944 (Stone) Supported passage of this bill which creates an innovate funding mechanism to create innovative program models of care for alternatives to residential care for children to be in family settings (FFA, STRTP) Achieved statutory revision through AB 2944 (Stone) granting authority to CDSS to extend the timeline to gain permanent STRTP licensure and to prevent forfeiture of the group home license by operation of law upon issuance of the permanent STRTP license (STRTP) DEVELOPMENT & IMPLEMENTATION OF PUBLI POLICY AND REGULATIONS:Increased flexibility for Foster Family Agency (FFA) social worker to child ratios (FFA) Increased flexibility for FFA staff who perform Resource Family orientations and home inspections (FFA) Worked with the State, Counties and Adoption Agencies to create a new Private Adoption Agency Reimbursement Program to ensure adoption costs for children adopted from FFA Resource Families were funded (Adoption) Representing community-based organizations on the Superintendent of Educations task force on school mental health (Education/Behavioral Health)Served on the SB 75 Workgroup to address the use of Medi-Cal in Californias Schools (Education/Behavioral Health) Leading FFA and RFA Cost Study to be finalized in 2021 (FFA) Provided draft regulations to CDSS, CCL and DHCS for inclusion in prospective interim licensing standards (STRTP) Participated in CalAIM workgroups and developed written comments on all aspects of CalAIM (Behavioral Health) Participating in Governors Taskforce on Behavioral Healthcare (Behavioral Health) STATE-LEVEL STRATEGIC ACTIVITIES AND COLLABORATIONS:Secured a seat for the California Alliance on the Delta Center California project, a two-year initiative funded by Robert Wood Johnson Foundation and the California Health Care Foundation to accelerate leadership on primary care and behavioral health integration (Behavioral Health) Built and strengthened alliances with child and family serving advocacy organizations in California to support a collaborative behavioral health policy agenda (Behavioral Health) Chair of the Foster Youth Education Task Force Legislative Subcommittee, collaborating with school staff and advocates to advance the needs of foster youth in Californias k-12 system (Education/Foster Care) Co-developed with child and family advocacy groups a new plan to improve the family-based rate system and strengthen the Intensive Services Foster Care program (FFA) Initiated collaborative and ongoing dialogue as between Alliance STRTP providers and the Department of Health Care Services to address burdensome documentation requirements mandated by the existing STRTP Interim Licensing Standards (STRTP) Participated in ongoing CDSS-initiated work groups evaluating workflow within the STRTP through a child-focused perspective (STRTP) Collaborated with CDSS, Alliance member organizations and youth advocates to develop a series of webinars addressing diversity, equity and inclusion (DEI) 433332 92250 TRAININGTHE CALIFORNIA ALLIANCE IS COMMITTED TO BUILDING A HIGHLY SKILLED AND APPROPRIATELY COMPENSATED WORKFORCE OF PROFESSIONALS. THE ALLIANCE PROVIDES AN ARRAY OF TRAINING AND CONTINUING EDUCATION OPPORTUNITIES SPECIFICALLY GEARED TO IMPROVING THE SKILLS OF DIRECT CARE STAFF, CLINICIANS, AND ADMINISTRATORS WORKING IN CHILD AND FAMILY SERVICES. EACH YEAR THE CALIFORNIA ALLIANCE HOLDS TWO MEMBERSHIP CONFERENCES FOR EXECUTIVES AND SENIOR MANAGERS INCORPORATING PLENARIES AND WORKSHOPS ON A WIDE VARIETY OF TIMELY AND IMPORTANT TOPICS. OFTEN THE LIST OF SPEAKERS INCLUDES MEMBERS OF THE STATE LEGISLATURE, HIGH-RANKING INDIVIDUALS FROM WITHIN THE STATE ADMINISTRATION, COUNTY WELFARE, MENTAL HEALTH AGENCIES, AND JUVENILE PROBATION AGENCIES, OR FROM PARTNER ASSOCIATIONS. THE GENERAL MEMBERSHIP BUSINESS MEETINGS ARE HELD AT THESE CONFERENCES.PLENARIES AND WORKSHOPS AT MEMBERSHIP CONFERENCES ARE APPROVED BY THE CALIFORNIA DEPARTMENT OF SOCIAL SERVICES FOR GROUP HOME ADMINISTRATOR CONTINUING EDUCATION CREDITS AND BY THE BOARD OF BEHAVIORAL SCIENCES EXAMINERS FOR LCSW AND MFT CONTINUING EDUCATION CREDITS, AND BY THE AMERICAN PSYCHOLOGICAL ASSOCIATION FOR CONTINUING EDUCATION HOURS. 219846 219925 MEMBER SERVICESWHEN AN AGENCY JOINS THE CALIFORNIA ALLIANCE OF CHILD AND FAMILY SERVICES, IT JOINS A FAMILY OF OUTSTANDING ORGANIZATIONS THAT CAN BE COUNTED ON FOR SUPPORT, ADVICE, AND TECHNICAL ASSISTANCE. MEMBER AGENCIES RECEIVE ALL THE FOLLOWING SERVICES AND BENEFITS:- REPRESENTATION ON STATEWIDE POLICY ISSUES BEFORE THE ADMINISTRATION, CALIFORNIA LEGISLATURE, AND STATE ADMINISTRATIVE AND REGULATORY AGENCIES.- ASSISTANCE INTERFACING WITH STATE AGENCIES TO GET QUESTIONS ANSWERED AND PROBLEMS RESOLVED.- TWO ANNUAL MEMBERSHIP CONFERENCES FOR EXECUTIVES THAT OFFER GROUP HOME ADMINISTRATOR AND PROFESSIONAL CEU'S WITH REDUCED REGISTRATION FEES.- REDUCED RATES AT PRACTITIONER TRAINING SEMINARS AND CONFERENCES.- AGENCY INCLUSION IN THE ONLINE MEMBER DIRECTORY.- "SOMEDAY MORNING" UPDATES KEEPING MEMBER AGENCIES ABREAST OF CURRENT TRENDS AND POLICY DEVELOPMENTS.- COMPREHENSIVE AND DETAILED ALERTS AND UPDATES ON BUDGETARY, LEGISLATIVE, AND REGULATORY ISSUES IMPACTING MEMBER AGENCIES.-ACCESS TO THE ALLIANCE WEBSITE FOR CRITICAL INFORMATION AND PUBLIC POLICY POSITION DECISION-MAKING.- DIRECT ACCESS TO ALLIANCE STAFF WITH EXPERTISE IN AREAS IMPACTING MEMBER AGENCIES.- OPPORTUNITIES TO SET POLICY DIRECTION GUIDING LEGISLATIVE AND REGULATORY ADVOCACY BY ACTIVELY PARTICIPATING ON ALLIANCE COMMITTEES AND WORK GROUPS IN PROGRAM AREAS OF INTEREST.- OPPORTUNITY TO ENGAGE IN ALLIANCE SPONSORED PRACTICE IMPROVEMENT INITIATIVES INCLUDING ACQUISITION OF EVIDENCE-BASED PRACTICES, UTILIZATION OF COMMON EVIDENCE-BASED PRACTICE ELEMENTS, GATHERING AND ANALYSIS OF PRACTICE-BASED EVIDENCE FOR INTERVENTIONS MEMBERS HAVE DEVELOPED ON THEIR OWN, AND PARTICIPATION IN A NATIONAL BENCHMARKING PROJECT.- EXECUTIVE SUPPORT & TECHNICAL ASSISTANCECOVID19 RELATED ACTIVITIES: Developed ongoing member forums to address immediate member concerns including HR, CFO, CEO, Clinical Directors, and Nursing Forums and brought in experts to address member questions (Membership support) Implemented weekly COVID-related communications to provide time-urgent information to members on government funding, telehealth, PPE, and other critical issues to assist in member sustainability (Member support) Advocated for COVID-specific funding for Family Resource Centers (Prevention) Developed webinars and training related to telehealth, family and youth engagement and other member-requested topics related to the pandemic (Member support) ADDITIONAL MEMBER SUPPORT:Partnered with nationally recognized expert Adam Falcone to deliver the California Alliances first formal training for members on contracting with managed care plans (Behavioral Health)Developed Nonpublic School Workgroup to provide regular check in and update information related to schools and special education during COVID pandemic (Education) Provided support to 40+ Alliance members needing clarification about licensing or operational issues or required to participate in Technical Assistance calls with CDSS and counties (STRTP)Monthly and Bi-weekly Committee Meetings for all Program Committees 1212580 false false false true false false false false false true true false false false true false true false false false false false false false false false false false true false false false false false false false false false false false true false false true 8 0 true 21 true false false false false false false false false X 22 22 false false false false true true true true true false true true true true true true true true true true false X X KIM JANOE OPERATIONS MANAGER 9164492273 2201 K STREET SACRAMENTO CA 95816 CHRISTINE STONER-MERTZ CEO 40.00 0.00 X 229489 0 31040 STEPHANIE IVLER SR POLICY ADVOCATE 40.00 0.00 101806 0 25423 JACQUELINE RUTHEISER SR POLICY ADVOCATE 40.00 0.00 108794 0 13701 ADRIENNE SHILTON SR POLICY ADVISOR 40.00 0.00 103180 0 17569 DEBORAH CLORE-MYERS EVENT SPECIALIST 40.00 0.00 89126 0 23990 KIMBERLEY JANOE OPERATIONS MGR 40.00 0.00 85268 0 21298 LAURA HEINTZ President 2.00 0.00 X X 0 0 0 MOISES BARON Vice President 2.00 0.00 X X 0 0 0 JOYCE CAPELLE PAST PRESIDENT 2.00 0.00 X X 0 0 0 DEBBIE MANNERS Secretary 2.00 0.00 X X 0 0 0 JOSH LEONARD Treasurer 2.00 0.00 X X 0 0 0 ARBY FIELDS BOARD MEMBER 2.00 0.00 X 0 0 0 TONY YADON BOARD MEMBER 2.00 0.00 X 0 0 0 JOELLE GOMEZ BOARD MEMBER 2.00 0.00 X 0 0 0 TAMARA FLECK-MYERS BOARD MEMBER 2.00 0.00 X 0 0 0 JOE COSTA BOARD MEMBER 2.00 0.00 X 0 0 0 KAREN ALVORD Board member 2.00 0.00 X 0 0 0 KEN BERRICK Board member 2.00 0.00 X 0 0 0 STEVE ELSON Board member 2.00 0.00 X 0 0 0 NORMA DUQUE BOARD MEMBER 2.00 0.00 X 0 0 0 AUBREE SWEENEY BOARD MEMBER 2.00 0.00 X 0 0 0 CAMILLE SCHRAEDER BOARD MEMBER 2.00 0.00 X 0 0 0 RUSSELL RICE BOARD MEMBER 2.00 0.00 X 0 0 0 MARY DENTON BOARD MEMBER 2.00 0.00 X 0 0 0 ANDREA EVANS BOARD MEMBER 2.00 0.00 X 0 0 0 MIKI JORDAN BOARD MEMBER 2.00 0.00 X 0 0 0 ANNA GLEASON BOARD MEMBER 2.00 0.00 X 0 0 0 HELENA LOPEZ BOARD MEMBER 2.00 0.00 X 0 0 0 717663 133021 4 false true false 0 1514805 1514805 TRAINING AND CONFERENCES 611430 312175 312175 312175 26904 26904 0 0 0 390109 309613 80496 80496 80496 0 0 0 MISCELLANEOUS INCOME 5205 5205 5205 1939585 397876 26904 0 0 0 0 261997 261997 0 732296 624079 79120 29097 0 166208 127619 32639 5950 73973 50126 21510 2337 0 0 0 0 0 10347 10347 90551 60188 27557 2806 8856 5546 3051 259 15231 9608 5175 448 0 0 63600 39828 21915 1857 20214 19234 980 0 228520 143107 78741 6672 0 0 6007 3761 2071 175 10901 6828 3756 317 DUES AND SUBSCRIPTIONS 123443 77304 42535 3604 TELECOMMUNICATIONS 20868 13513 6725 630 EQUIPMENT RENTAL & MAINTENANCE 11744 7354 4047 343 MERCHANT FEES 10859 7047 3483 329 26359 17438 8046 875 1881974 1212580 612715 56679 196534 184740 0 0 94323 153257 0 0 0 0 28283 18222 81401 56086 20415 25315 0 1232010 1248476 0 0 0 1571565 1630010 89380 76739 169859 162967 259239 239706 X 1312326 1390304 1312326 1390304 1571565 1630010 57611 20367 X false true X true false false true false false 81401 56086 25315 25315 1248476 X Part X : FIN48 Footnote PART X, LINE 2: THE ALLIANCE IS EXEMPT FROM TAXATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(6) AND 501(C)(3), RESPECTIVELY, AND CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D.MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVE THAT ALL POSITIONS TAKEN IN THE ALLIANCE'S FEDERAL AND STATE EXEMPT ORGANIZATION RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. X X false false false CHRISTINE STONER-MERTZ CEO 226400 4557 22640 8400 261997 Client Note 1 Client Note 1 - THE ORGANIZATION HAS NO UNRELATED BUSINESS INCOME. Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder THE MEMBERSHIP CONSISTS OF 152 NON-PROFIT 501(C)(3) AGENCIES; PLUS 26 ASSOCIATE MEMBERS AND 11 PROFESSIONAL MEMBERS WITH LIMITED POWERS AND BENEFITS. Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body Annual Meeting. An annual meeting of the Corporation shall be held at a time and place designated by the Board of Directors. The Vice President, one Member-at-Large, the required number of members of the Nominating Committee, and the required number of members of the Membership Committee shall be elected annually by mail, email or fax, as determined by the Board of Directors or its designee, the Nominating Committee. The Secretary shall ratify the results of the election at the annual meeting.Nomination/Election. The Vice President/President Elect, members-at-large, members of the Nominating and membership committees and the regional representatives shall be nominated by the Nominating Committee and elected by the membership annually by mail, email or fax vote of the members of the corporation prior to the annual meeting, as determined by the Board of Directors or its designee, The Nominating Committee. The Secretary and Treasurer shall be nominated by the directors, from among the directors having served more than one year on the Board of Directors, and elected by the directors at the first meeting of the Board of Directors after the annual meeting. Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders EXCEPT AS PROVIDED IN SUBPARAGRAPH (A) OF BYLAWS, THE BYLAWS MAY ONLY BE ADOPTED, AMENDED OR REPEALED BY THE AFFIRMATIVE VOTE OF TWO-THIRDS (2/3) OF THE MEMBERS' VOTE REPRESENTED AND VOTING AT A DULY HELD MEETING AT WHICH A QUORUM IS PRESENT OR BY WRITTEN BALLOT. Form 990, Part VI, Line 11b: Form 990 Review Process THE OPERATIONS MANAGER IS RESPONSIBLE FOR THE TIMELY CHECKLIST SUBMITTAL OF FORM 990 TO THE ALLIANCE CPA FIRM. THE COMPLETED FORM 990 WILL BE PROVIDED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS SUFFICIENTLY IN ADVANCE OF THE FILING DEADLINE TO ENABLE A DETAILED AND CONSCIENTIOUS REVIEW BY THE COMMITTEE. ALL QUESTIONS, CONCERNS, ETC. OF THE EXECUTIVE COMMITTEE MEMBERS WILL BE ADDRESSED BY THE CHIEF EXECUTIVE OFFICER OF THE ALLIANCE AND INCORPORATED INTO THE FORM 990 AS APPROPRIATE. ALL MEMBERS OF THE BOARD OF DIRECTORS WILL BE INVITED TO REVIEW THE COMPLETED FORM 990 IN ADVANCE OF THE FILING DEADLINE. ALL QUESTIONS, CONCERNS, ETC. OF THE BOARD OF DIRECTORS WILL BE ADDRESSED BY THE CHIEF EXECUTIVE OFFICER AND INCORPORATED INTO THE FORM 990 AS APPROPRIATE. AFTER ALL OF THE INPUT FROM THE BOARD OF DIRECTORS AND THE EXECUTIVE COMMITTEE HAS BEEN APPROPRIATELY ADDRESSED, THE OPERATIONS MANAGER WILL FILE THE FINAL FORM 990 AS REQUIRED. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON: HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, HAS AGREED TO COMPLY WITH THE POLICY, AND UNDERSTANDS THE ALLIANCE IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER IS REVIEWED ON AN ANNUAL BASIS BY THE EXECUTIVE COMMITTEE OF THE GOVERNING BODY. COMPENSATION CHANGES ARE DISCUSSED AND RECOMMENDED BY THE EXECUTIVE COMMITTEE TO THE BOARD OF DIRECTORS FOR APPROVAL. Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees BASED ON THE CHIEF EXECUTIVE OFFICER'S RECOMMENDATION, THE EXECUTIVE COMMITTEE DISCUSSES AND DETERMINES ANY COMPENSATION CHANGES FOR KEY EMPLOYEES OF THE ORGANIZATION. THE BOARD OF DIRECTORS (GOVERNING BODY) APPROVES THE EXECUTIVE COMMITTEE'S DECISION. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available THE ANNUAL AUDIT IS AVAILABLE ON THE ASSOCIATION'S WEBSITE, AND AVAILABLE UPON REQUEST. THE ANNUAL AUDIT IS ALSO PRESENTED IN PERSON AT THE ANNUAL MEETING OF THE ASSOCIATION. FINANCIAL STATEMENTS ARE REVIEWED ON AN ONGOING BASIS DURING THE BOARD OF DIRECTOR'S CALENDARED MEETINGS AND AVAILABLE UPON REQUEST. GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. CHILDRENS SERVICES FOUNDATION 2201 K STREET SACRAMENTO CA 95816 942901623 SEE SUPPLEMENTAL INFORMATION CA 501(C)(3) ACTIVE CA ALLIANCE OF CHILD & FAMILY SERVICES false false false false false false false false false false false false false false false true false false false false CHILDRENS SERVICES FOUNDATION o 431012 actual cost PART II, IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS: NAME OF RELATED ORGANIZATION:CHILDREN'S SERVICES FOUNDATIONPRIMARY ACTIVITY: LEVERAGE CONNECTIONS BETWEEN RESEARCH, POLICY AND PRACTICE TO INFORM AND LEAD CAPACITY-BUILDING EFFORTS ACROSS THE STATE OF CALIFORNIA FOR PROVIDERS IN THE FIELDS OF CHILD AND FAMILY SERVICES.