2020-12-18T14:33:35-06:00 2020-06-30 363990892 Capin Crouse LLP 3050 Saturn Street Suite 104 Brea CA 92821 990 2019-07-01 330864870 Family Assistance Ministries FAMI 9494928477 1030 Calle Negocio San Clemente CA 92673 Elizabeth Andrade Chief Executive Officer 9494928477 2020-12-18 1 Ashley Peabody P01385870 7145770988 2019 2022-09-23 18:48:47Z Elizabeth Andrade 1030 Calle Negocio San Clemente CA 92673 8967099 0 X www.family-assistance.org X 1999 CA Provide housing stabilization for families and individuals. 12 12 35 2241 0 0 6639319 8666547 17112 18574 369 -730 277868 241304 6934668 8925695 4975672 6231770 0 0 1370118 1470196 25000 34859 367201 626720 728336 6997510 8465161 -62842 460534 2962066 3412580 1370760 1360740 1591306 2051840 X Family Assistance Ministries is a faith-based charitable non-profit organization assisting those in need in southern Orange County with resources for food, shelter, and personalized counsel and aid, helping clients bridge the gap from dependency to self-sufficiency. 0 0 5955000 5352953 Hunger Prevention Food Pantry: Emergency and ongoing nutritious food assistance is provided to families with children, seniors, low-income military families, homeless college students, and individuals who are hungry. The food is part of their overall financial plan toward self-sufficiency. This program is made possible by our 7-days a week, fresh rescues from local grocery stores and farms, USDA food, Second Harvest Food Bank, OC Food Bank, and food donations from community partners such as churches, businesses, civic organizations, schools, scouts, and individuals. Last year, 35,088 hungry people sought FAM as a food source through 213,113 encounters. And 2,241 local volunteers make this and other FAM programs possible. Food donations are distributed at FAM's main Resource Center in San Clemente as well as at our three satellite offices, three senior centers, and smaller pantry partners. FAM also partners with various local organizations to further distribute food and personal care items to even more low-income families and individuals in need of assistance. Clothing, adult and children's diapers, pet food, toiletries, and other personal care items are also distributed. 505032 240371 200 FAMily House: FAMily House serves a critical role as the only emergency shelter for homeless families in south Orange County. Eighty-four homeless single dads, single moms, dual parent households, their children, and pregnant women were safely housed, offered healthy food choices, and connected to health insurance and a health home. Developmental screenings were offered for children 5 and under. Financial counseling, job search coaching, and other life skills classes are also available. Personal care items, clothing, diapers, back-to-school supplies, holiday gifts, an after-school homework program that follows them when they move to permanent housing and referrals for other social services needed are also provided. The goal is to help clients graduate into their own stable housing as quicky as possible. 418160 238719 325 Gilchrist House: Gilchrist House serves as a women's shelter in south Orange County. Forty-seven homeless women and homeless mothers with children were safely housed, offered healthy food choices, connected to health insurance and a health home, provided financial counseling and job search coaching as well as personal care items during the last year. Back-to-school supplies and holiday gifts were provided by FAM's donors. Life skills classes are offered to all clients. Referrals for other social services needed were provided. The goal is to help clients transition into their own stable housing as quickly as possible. 408962 283203 18049 FAM provides Permanent Supportive Housing (PSH) for those experiencing chronic homelesseness and have a diagnosed mental or physical disability. FAM is the master lease holder on these scattered site apartments. Clients are provided food, personal care items, tenant education, connection to a health home, a support team through weekly case management, and wrap around services. 218392 116524 Homeless Prevention Services: Diversion and Prevention are key componenents of FAM's Homeless Prevention Program. People experiencing homelessness are connected to family and friends through FAM's robust Homeward Bound Program. Case management including financial counsel, rental assistance, utility assistance, transportation vouchers, car repair, car registration, back-to-school supplies, clothing, job search coaching, senior-specific assistance, medical, dental, and prescription assistance are examples of services that are provided to clients seeking a hand-up. All services are provided as a part of an overall financial stablizing plan. Bills are paid directly to service providers. Services are provided at FAM's Resource Center and satellites. 627354 399727 18049 7505546 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 59 0 1 35 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 12 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X X Elizabeth Andrade 9494928477 1030 Calle Negocio San Clemente CA 92673 Mary Gray Perdue Chief Dev Officer / Exec. Dir (part year) 40.00 X 128600 0 10071 Richard S Veale Board Chair 1.00 X X 0 0 0 C Kirk Steele Vice Chair 1.00 X X 0 0 0 H Kent Falk Vice Chair (part year) 1.00 X X 0 0 0 Robert Grant Treasurer 1.00 X X 0 0 0 Nancy St Pierre Secretary 1.00 X X 0 0 0 Julie Puentes Secretary (part year) 1.00 X X 0 0 0 Edie Bly Board member 1.00 X 0 0 0 John Buckles Board member 1.00 X 0 0 0 Patrick Griffin Board member 1.00 X 0 0 0 France Helfer Board member 1.00 X 0 0 0 Lorraine Hoon Board member 1.00 X 0 0 0 Carolyn McOwen Board member 1.00 X 0 0 0 Avarelle Silver-Westrick Board member 1.00 X 0 0 0 Sarah Sullivan Board member 1.00 X 0 0 0 Michele Koschel Palma Board member (part year) 1.00 X 0 0 0 Elizabeth Andrade Chief Executive Officer 40.00 X 0 0 0 128600 0 10071 1 0 0 0 0 11529 184060 648138 7822820 5858911 8666547 Housing fees 900099 18574 18574 18574 43 43 3662 714 3649 1500 13 -786 -773 -773 17407 184060 36255 -18848 -18848 209150 0 209150 209150 Loan Forgiveness 900099 51000 51000 2 2 51002 8925695 18574 0 240574 2642322 2642322 3589448 3589448 227822 79575 41335 106912 1022277 642426 301119 78732 119183 66959 30408 21816 100914 57387 26321 17206 71331 8457 56070 6804 26900 11371 15529 34859 34859 6696 894 5802 73563 2281 71282 44645 8368 14719 21558 26699 21379 5320 229189 154261 74928 71532 68855 999 1678 746 89 657 1707 1366 341 113946 91157 17092 5697 30126 27784 2342 Food bank 16659 16659 Equipment 14597 14597 8465161 7505546 592414 367201 108721 492174 114815 291825 37213 65492 60427 57033 51407 20991 26722 26967 3183722 725624 2562761 2458098 2962066 3412580 72910 104640 4500 8750 1293350 1236000 11350 1370760 1360740 X 1496284 1887064 95022 164776 1591306 2051840 2962066 3412580 460534 0 X 0 1 X 1 0 X 3385495 4380441 5745953 6639319 8666547 28817755 3385495 4380441 5745953 6639319 8666547 28817755 6862017 21955738 10712 1 27 60 43 10843 64831 104109 85216 98670 68409 421235 29249833 708482 0.75060 0.77060 X Schedule A, Part II, Line 10, Explanation of Other Income: Fundraising event income - 2015 Amount: $ 13,468. 2016 Amount: $ 41,207. 2017 Amount: $ 34,216. 2018 Amount: $ 46,251. 2019 Amount: $ 17,407. Loan forgiveness - 2015 Amount: $ 51,000. 2016 Amount: $ 51,000. 2017 Amount: $ 51,000. 2018 Amount: $ 51,000. 2019 Amount: $ 51,001. Other income - 2015 Amount: $ 363. 2016 Amount: $ 11,902. 2018 Amount: $ 1,419. 2019 Amount: $ 1. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1247965 1247965 1525563 457795 1067768 89205 72189 17016 280180 157496 122684 40809 38144 2665 2458098 9085310 123360 123360 8961950 -36255 -36255 8925695 8624776 123360 36255 159615 8465161 0 8465161 Part XI, Line 4b - Other Adjustments: Fundraising event expense -36,255. Part XII, Line 2d - Other Adjustments: Fundraising event expense 36,255. X X 1 Harvest Development Media 19851 Yorba Linda Blvd Suite 204 Yorba Linda CA 92886 Mail Solicitations 0 216488 34859 181629 216488 34859 181629 CA Hunger Walk 117469 113090 4379 11813 Golf Tournament 69774 56746 13028 2194 7477 8861 187243 169836 17407 2194 7477 20674 30345 -12938 1 COA Ministries 1040 Calle Negocio San Clemente CA 92673 822147471 501(c)(3) 5714 weight food food distribution Age Well Senior Services Inc 24461 Ridge Rte Dr Laguna Hills CA 92653 931163563 501(c)(3) 301372 weight food food distribution Capo Beach Church 25975 Domingo Ave Dana Point CA 92624 953203028 501(c)(3) 28894 weight food food distribution Jamboree Housing 123 Calle Amistad San Clemente CA 92673 330413518 501(c)(3) 303400 weight food food distribution Our Lady of Fatima Church 105 N La Esperanza San Clemente CA 92672 952881825 501(c)(3) 19758 weight food food distribution South Shores Church 32032 Del Obispo San Juan Capistrano CA 92675 952557130 501(c)(3) 509867 weight food food distribution Charismatic Episcopal Church of North America 107 W Marquita San Clemente CA 92672 953605143 501(c)(3) 329294 weight food food distribution Mission Basilica San Juan Capistrano 31611 El Camino Real San Juan Capistrano CA 92675 951904079 501(c)(3) 133814 weight food food distribution Saddleback College 28000 Marguerite Parkway Mission Viejo CA 92692 952479872 501(c)(3) 30905 weight food food distribution Sweet Home Productions 31115 Rancho Viejo Rd Ste G1 San Juan Capistrano CA 92675 825353837 534749 weight food food distribution Unidos South OC Inc 31392 La Matanza St San Juan Capistrano CA 92675 823510252 501(c)(3) 356471 weight food food distribution 10 1 Food, clothing, hygiene services and other supplies for clients 213113 3240045 FMV Food, clothing, hygiene services and care items Direct cash assistance to service provider on behalf of clients 1127 349403 Part I, Line 2: Case managers meet with all clients requesting cash aid and help them create a financial budget to aid in determining whether or not it will provide the stop gap needed to prevent homelessness and provide housing stabilization. For non-cash aid distribution, case managers meet with all new clients to assess their financial situation and verify need. An action plan that includes non-cash aid in the form of food, clothing, toiletries, school supplies, holiday gifts and more is initially put in place so that ongoing assistance may be provided. This need is reassessed on an annual basis. For non-cash aid bulk distribution to organizations, FAM provides food, clothing and other excess goods for redistribution to partner organizations for further distribution to their clients. The organization is vetted and approved by FAM to ensure that items are being provided to low income individuals and families. X 318917 Cost of comparable items X 2 3649 FMV X 5533034 Cost of comparable items X Property/equip 1 3311 FMV 0 0 1 0 Part I, Column (b): The number of contributions represent the number of donations received. The exception to this is the food inventory. This is tracked in pounds of food. Last year, 3,415,453 lbs of food was provided for a value of $5,533,034. Form 990, Part VI, Section A, line 1 The Executive Committee operates on behalf of the Board of Directors, when so directed. The Executive Committee includes the Board Chair, Vice Chair, Secretary, Treasurer, two (nonvoting) Members at Large and the immediate Past Board Chair. Form 990, Part VI, Section A, line 4 The following change was made to the bylaws in 2019: 1) Eliminated the use of proxy votes. Form 990, Part VI, Section B, line 11b Form 990 is prepared by an independent CPA firm and reviewed in detail by the Organization's Audit Committee and top management. The reviewed Form 990 is then provided to the Board of Directors prior to filing with the IRS. Form 990, Part VI, Section B, line 12c All board members and officers are required to annually complete and sign a conflict of interest questionnaire. The Board Chair is responsible for reviewing the signed statements and ensuring that interested persons are in compliance with the conflict of interest policy. The CEO reviews the Board Chair's signed statement. Should any potential conflicts of interest be disclosed, the board member or officer would be asked to refrain from participation in any deliberation or decision with regard to matters affected by the relationship. Form 990, Part VI, Section B, line 15a The process of determining compensation for the Organization's Chief Executive Officer is led by the Executive Committee which evaluates comparability data derived from various sources. The Executive Committee recommends annual compensation adjustments as deemed necessary. Recommendations are then approved by the Board of Directors. Deliberations and final decisions are documented by the Executive Board and held by the Committee designee. Form 990, Part VI, Section B, Line 15b: The organization does not compensate any other officers or key employees. Therefore, Line 15b was answered no in accordance with the instructions. Form 990, Part VI, Section C, line 19 The organization makes the organizing documents, conflict of interest policy, and financial statements available upon request.