2020-11-13T17:34:54-06:00 2020-06-30 953001179 WINDES INC PO BOX 87 LONG BEACH CA 908010087 990 2019-07-01 953890446 CASA OF LOS ANGELES CASA 3238592888 201 CENTRE PLAZA DRIVE NO 1100 MONTEREY PARK CA 91754 WENDELYN JULIEN CEO 3238592888 2020-11-09 1 DONITA M JOSEPH P00286656 5624351191 2020-11-06 162.255.181.42 2020-11-09 13:47:50 PS P 34807A00DB7E8CE0F77EA9408E55F201CB9C4E9C AF10C69A5E1A0E49948DDC35C663156BE3C8813B 2019 2021-01-29 14:40:06Z WENDELYN JULIEN 201 CENTRE PLAZA DRIVE NO 1100 MONTEREY PARK CA 91754 6169605 0 X WWW.CASALA.ORG X 1983 CA TO MOBILIZE COMMUNITY VOLUNTEERS TO ADVOCATE FOR CHILDREN WHO HAVE EXPERIENCED ABUSE AND NEGLECT. 23 23 62 1194 0 0 5116454 6134244 0 0 8308 8804 -206669 -311631 4918093 5831417 25905 29660 0 0 3523947 4064994 0 0 744199 1032106 741951 4581958 4836605 336135 994812 2898873 4413218 594792 1113562 2304081 3299656 OUR MISSION IS TO MOBILIZE COMMUNITY VOLUNTEERS TO ADVOCATE FOR CHILDREN WHO HAVE EXPERIENCED ABUSE AND NEGLECT. OUR VISION IS A LOS ANGELES WHERE EVERY CHILD IN THE CHILD WELFARE SYSTEM HAS AN ADVOCATE AND THE OPPORTUNITY TO THRIVE. 0 0 3730858 29660 CASA OF LOS ANGELES SEEKS TO REDUCE AND REVERSE THE EFFECTS OF CHILD ABUSE AND NEGLECT, WITH ULTIMATE GOALS OF SAFETY, PERMANENCY AND WELL-BEING FOR CHILDREN IN THE FOSTER CARE SYSTEM. THIS YEAR, NEARLY 1,092 VOLUNTEER COURT APPOINTED SPECIAL ADVOCATES (CASAS) SERVED 1,294 CHILDREN WITH LONG-TERM, ONE-ON-ONE ADVOCACY BY LEARNING ABOUT THEIR LIVING SITUATIONS, IDENTIFYING NEEDS, AND PROVIDING RECOMMENDATIONS TO THE COURT IN THE BEST INTEREST OF THE CHILD. CASA VOLUNTEERS HELP CHILDREN FIND SAFE, PERMANENT HOMES, ENCOURAGE FAMILY VISITATION, AND SUPPORT CHILDREN'S MEDICAL, MENTAL HEALTH AND EDUCATIONAL NEEDS. VOLUNTEERS ALSO PROVIDE DAY OF COURT ADVOCACY FOR ALMOST 2,035 CHILDREN IN THE COURT'S SHELTER CARE PROGRAM. THE AGGREGATE VALUE OF SERVICES RENDERED BY CASA VOLUNTEERS THIS YEAR WAS $3.5M. 3730858 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 23 0 1 62 1 0 0 0 0 0 0 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X X ROBERT BERMAN 3238592888 201 CENTRE PLAZA DRIVE NO 1100 MONTEREY PARK CA 91754 ZARETSKY HARRIET CHAIR 5.00 X X 0 0 0 BLOOM STEVE VICE CHAIR 5.00 X X 0 0 0 NAHMIAS EDWARD TREASURER (THROUGH JUNE 2020) 5.00 X X 0 0 0 YOUNGQUIST JEAN SECRETARY (THROUGH JUNE 2020) 5.00 X X 0 0 0 MCKENZIE LYNN AT LARGE 5.00 X 0 0 0 RAVDEN DEBRA AT LARGE 5.00 X 0 0 0 ANDERSON ALICIA DIRECTOR 2.00 X 0 0 0 ANDERSON DOUG DIRECTOR 2.00 X 0 0 0 BECKMEN JUDY DIRECTOR (THROUGH JUNE 2020) 2.00 X 0 0 0 BINDER YOANNA DIRECTOR (THROUGH DEC. 2019) 2.00 X 0 0 0 CHO MINJI DIRECTOR 2.00 X 0 0 0 DURHAM TERRI DIRECTOR 2.00 X 0 0 0 GOODMAN DAWN DIRECTOR 2.00 X 0 0 0 GRACE ASHLEY DIRECTOR 2.00 X 0 0 0 HANDELMAN AUDREY DIRECTOR 2.00 X 0 0 0 HINMAN JENNIFER DIRECTOR 2.00 X 0 0 0 JOBRANI JOE DIRECTOR 2.00 X 0 0 0 JOHNSON ERIKA DIRECTOR 2.00 X 0 0 0 LEBHERZ NICK DIRECTOR 2.00 X 0 0 0 LEVIN JASON DIRECTOR 2.00 X 0 0 0 MANGHAM ERICA DIRECTOR (THROUGH JUNE 2020) 2.00 X 0 0 0 RIVERS JOHNA DIRECTOR 2.00 X 0 0 0 RODRIGUEZ DAYNA DIRECTOR 2.00 X 0 0 0 SAMPSON ALAYNE DIRECTOR 2.00 X 0 0 0 SARKIS DANIEL DIRECTOR 2.00 X 0 0 0 SELMAN NEIL DIRECTOR 2.00 X 0 0 0 SMITH THOMAS DIRECTOR (THROUGH NOV. 2019) 2.00 X 0 0 0 SWANENBURG MICHELLE DIRECTOR (THROUGH NOV. 2019) 2.00 X 0 0 0 TOTO CAROLYN DIRECTOR 2.00 X 0 0 0 TURNER THOMAS DIRECTOR 2.00 X 0 0 0 JULIEN WENDELYN CHIEF EXECUTIVE OFFICER 40.00 X 165540 0 8143 HANLEY DAN CHIEF DEVELOPMENT OFFICER 40.00 X 144819 0 6658 BERMAN ROBERT CHIEF FINANCIAL OFFICER 40.00 X 150824 0 9003 MATTOCK MAEGAN CHIEF PROGRAM OFFICER 40.00 X 86042 0 7666 547225 0 31470 3 0 1 0 0 X 1208552 342020 4583672 262199 6134244 8804 8804 0 1208552 338188 -338188 -338188 MISCELLANEOUS INCOME 900099 26557 26557 26557 5831417 0 0 -302827 29660 29660 537435 285776 117761 133898 2945321 2396406 147976 400939 324721 256751 20495 47475 257517 198774 19359 39384 21900 21900 25805 18091 696 7018 69985 53918 16067 92848 35769 5352 51727 177667 143398 9498 24771 35757 33465 2292 13979 11259 2133 587 71922 58050 3845 10027 32876 26534 1758 4584 TRAINING EXPENSE 60570 50077 6380 4113 VOLUNTEER RECOGNITION 56574 54535 439 1600 TEMPORARY HELP 21195 21195 0 0 BACKGROUND CHECKS 15319 14884 435 0 45554 42316 1229 2009 4836605 3730858 361548 744199 X 50000 50000 1515392 2067891 389918 134153 280449 151329 59740 86266 956657 416968 601520 539689 1368890 1854 15000 2898873 4413218 594792 425917 687645 594792 1113562 X 1650000 1420049 654081 1879607 2304081 3299656 2898873 4413218 994812 763 0 X 0 1 X 1 0 X 3534587 3969716 4429548 5116454 6012746 23063051 145128 153543 145752 182370 179103 805896 3679715 4123259 4575300 5298824 6191849 23868947 2127373 21741574 62 8308 8804 17174 145641 145641 15996 3220 445 1742 148055 169458 24201220 0.89840 0.94760 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 20000 20000 0.00000 1.00000 0.00000 0 0 515977 135172 380805 440680 281796 158884 539689 X 9636452 763 3714177 90095 3805035 5831417 0 5831417 8640877 3714177 90095 3804272 4836605 0 4836605 PART III, LINE 4: THE ORGANIZATION RECEIVED 12 PIECES OF ART DURING FISCAL YEAR ENDED JUNE 30, 2017. THE PIECES WERE OFFERED IN OUR ART EVENT LAST NOVEMBER 2019. THREE PIECES REMAIN UNSOLD. THE PIECES WILL BE HELD IN STORAGE AND WILL BE SOLD FOR FINANCIAL GAIN. THESE PIECES WILL NOT BE HELD FOR PUBLIC EXHIBITION. PART V, LINE 4: 1) THERE IS A DONOR-RESTRICTED PERMANENT ENDOWMENT INTENDED TO PROVIDE GENERAL OPERATING SUPPORT; ANNUAL WITHDRAWALS MAY NOT EXCEED 5% OF THE AVERAGE VALUE OVER THREE YEARS. 2) THERE IS A LONG-TERM (10 YEARS) DONOR-RESTRICTED FUND THAT IS INTENDED TO SUPPORT VOLUNTEER RETENTION AND TRAINING AT A FLAT $150,000 PER YEAR. 3) THERE IS A BOARD-DESIGNATED OPERATING RESERVE, INTENDED TO ACT AS A BACKSTOP IN THE EVENT OF A CASH SHORTFALL. PART X, LINE 2: THE ORGANIZATION RECOGNIZES THE IMPACT OF TAX POSITIONS IN THE FINANCIAL STATEMENTS IF THAT POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED ON AUDIT, BASED ON THE TECHNICAL MERITS OF THE POSITION. TO DATE, THE ORGANIZATION HAS NOT RECORDED ANY UNCERTAIN TAX POSITIONS. THE ORGANIZATION RECOGNIZES POTENTIAL ACCRUED INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS IN INCOME TAX EXPENSE. THE ORGANIZATION IS SUBJECT TO POTENTIAL INCOME TAX AUDITS ON OPEN TAX YEARS BY ANY TAXING JURISDICTION IN WHICH IT OPERATES. THE STATUTE OF LIMITATIONS FOR FEDERAL PURPOSES IS THREE YEARS AND FOR CALIFORNIA IS FOUR YEARS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE 90,095. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE 90,095. GALA 705529 705529 88020 WINE + ART 503023 503023 28567 221601 1208552 1208552 28567 309621 338188 -338188 1 SCHOLARSHIPS 9 14691 CLOTHING 2 6284 SCHOOL FEES AND SUPPLIES 19 3495 SUMMER CAMP/AFTER SCHOOL PROGRAM 14 2807 HOUSING/FURNITURE 5 1355 COLLEGE 1 513 COUNSELING 1 396 TRANSPORTATION 1 119 PART I, LINE 2: SCHOLARSHIPS ARE FUNDED BY AN ENDOWMENT ESTABLISHED BY A FORMER VOLUNTEER AND MANAGED BY THE CALIFORNIA COMMUNITY FOUNDATION. THE FOUNDATION EACH YEAR NOTIFIES THE ORGANIZATION AS TO THE AMOUNT OF FUNDS AVAILABLE. FOSTER YOUTH WHO ARE ATTENDING A POST-HIGH SCHOOL EDUCATIONAL INSTITUTION ARE ELIGIBLE. RECIPIENTS ARE APPROVED BY A COMMITTEE COMPOSED OF ONE ORGANIZATION STAFF MEMBER, ONE VOLUNTEER, AND ONE FORMER BENEFICIARY. GRANTS FROM A DONOR-RESTRICTED FUND ARE ALSO AVAILABLE FOR LIFE NECESSITIES OR ENRICHMENT ACTIVITIES THAT A CASA VOLUNTEER CONSIDERS ESSENTIAL, AND THAT THE DEPARTMENT OF CHILD AND FAMILY SERVICES WILL NOT FUND. GRANTS PAY FOR SUCH ITEMS AS MEDICAL CARE, SUMMER CAMP OR COLLEGE MOVE-IN EXPENSES. REQUESTS ARE SUBMITTED BY A STAFF MEMBER ON BEHALF OF THE VOLUNTEER AND APPROVED BY THE CPO AND CEO. X X X X X 0 0 0 0 0 0 0 0 0 JULIEN WENDELYN CHIEF EXECUTIVE OFFICER 165540 0 0 0 0 0 2149 0 5994 0 173683 0 0 0 HANLEY DAN CHIEF DEVELOPMENT OFFICER 144819 0 0 0 0 0 2162 0 4496 0 151477 0 0 0 BERMAN ROBERT CHIEF FINANCIAL OFFICER 150824 0 0 0 0 0 3009 0 5994 0 159827 0 0 0 X 1 6896 AVERAGE SHARE PRICE X 2 8100 FMV X ART 132 193105 FMV X VACATION PACKAGES 9 40690 FMV X GIFT CARDS 49 11548 FMV X ACCESSORIES 1 1400 FMV X SPECIAL EVENT TICKETS 2 310 FMV X FURNITURE 1 150 FMV 0 1 0 PART I, COLUMN (B): REPRESENTS THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED AND APPROVED BY THE AUDIT COMMITTEE AND THEN PROVIDED TO THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS AND KEY STAFF ARE EXPECTED TO DISCLOSE ANY CONFLICT AT EACH BOARD MEETING. ADDITIONALLY, ALL MEMBERS OF THE BOARD AS WELL AS ALL OFFICERS COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY. THE CONFLICT OF INTEREST POLICY IS ENFORCED BY THE GOVERNANCE COMMITTEE. KEY STAFF ARE ALSO COVERED BY THIS POLICY - CEO, CDO, AND CFO. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE REVIEWS SENIOR LEVEL COMPENSATION BY COMPARISON TO SIMILAR POSITIONS AT ORGANIZATIONS OF SIMILAR BUDGET SIZE, GEOGRAPHY, AND/OR INDUSTRY, ALSO WEIGHTED FOR EMPLOYEE PERFORMANCE AGAINST AGENCY-WIDE AND INDIVIDUAL GOALS. THE DELIBERATION IS DOCUMENTED CONTEMPORANEOUSLY. FORM 990, PART VI, SECTION C, LINE 19 FORM 990 IS AVAILABLE ON THE ORGANIZATION'S WEBSITE, AT WWW.GUIDESTAR.ORG (A PUBLIC WEBSITE) OR UPON WRITTEN REQUEST. FORM 1023 IS AVAILABLE UPON WRITTEN REQUEST. GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART VIII, LINE 1 AND SCHEDULE B: CASA RECEIVED CY PRES AWARDS FROM VARIOUS COURT CASE SETTLEMENT FUNDS. UNDER CY PRES, THE COURTS CAN APPROVE A CHARITABLE DONATION OUT OF UNCLAIMED CLASS ACTION FUNDS, OR A DIRECT GRANT IN LIEU OF DAMAGES TO AN ORGANIZATION THAT COULD VINDICATE CLASS MEMBER RIGHTS IN THE FUTURE. THESE AWARDS ARE REPORTED AS CONTRIBUTIONS ON CASA'S FORM 990 AS THEY ARE 1) A TRANSFER OF MONEY TO THE EXTENT THAT ADEQUATE CONSIDERATION IS NOT PROVIDED IN EXCHANGE AND 2) CONTRIBUTED AS A GIFT. FORM 990, PART X, LINE 24: LOANS PAYABLE IN MARCH 2020, CONGRESS PASSED THE PAYCHECK PROTECTION PROGRAM (PPP) UNDER DIVISION A, TITLE I OF THE CORONAVIRUS AID, RELIEF, AND ECONOMIC SECURITY ACT, AUTHORIZING LOANS TO SMALL BUSINESSES FOR USE IN PAYING EMPLOYEES THAT THEY CONTINUE TO EMPLOY THROUGHOUT THE COVID-19 PANDEMIC AND FOR RENT, UTILITIES AND INTEREST ON MORTGAGES. LOANS OBTAINED THROUGH THE PROGRAM ARE ELIGIBLE TO BE FORGIVEN AS LONG AS THE PROCEEDS ARE USED FOR QUALIFYING PURPOSES AND CERTAIN OTHER CONDITIONS ARE MET. ON APRIL 30, 2020, THE ORGANIZATION RECEIVED A LOAN IN THE AMOUNT OF $687,645 THROUGH THE PPP. MANAGEMENT EXPECTS THAT THE ENTIRE LOAN WILL BE USED FOR PAYROLL, UTILITIES, RENT AND INTEREST; THEREFORE, MANAGEMENT ANTICIPATES THAT THE LOAN WILL BE SUBSTANTIALLY FORGIVEN. TO THE EXTENT IT IS NOT FORGIVEN, THE ORGANIZATION WOULD BE REQUIRED TO REPAY THAT PORTION AT AN INTEREST RATE OF 1% OVER A PERIOD OF TWO YEARS, BEGINNING NOVEMBER 2020 WITH A FINAL INSTALLMENT IN APRIL 2022.