2019-11-11T11:25:15-06:00 2018-12-31 954557617 Harrington Group CPAs LLP 234 East Colorado Blvd Suite M150 Pasadena CA 91101 990 2018-01-01 330470446 Oak Grove Institute Foundation Inc OAKG 9516775599 24275 Jefferson Avenue Murrieta CA 92562 Tamara Wilson CEO 9516775599 2019-11-11 1 Sean E Cain CPA P01612986 6264036801 209.133.35.227 2019-11-11 09:25:07 PS P 0B4F3B71C2EC911E577D967EDC65E3E555B204AC 623C1A5311ADEA2399CFD4C6AFFEBCC78E106A85 2018 2020-03-31 21:24:44Z Tamara Wilson 24275 Jefferson Avenue Murrieta CA 92562 21022726 0 X www.oakgrovecenter.org X 1981 CA Education and residential facilities for children with neurological problems, learning disabilities, and social & emotional disabilities. 13 13 470 175 0 0 11763135 12539069 7402843 8234435 223268 126149 28022 47801 19417268 20947454 247331 606072 0 0 14845515 15276676 0 0 380806 4119746 3712964 19212592 19595712 204676 1351742 25064973 26355974 3868770 3975086 21196203 22380888 X Our mission is to rebuild the lives of at-risk children and their families through educating, healing, restoring relationships, building character and instilling hope. 0 0 7730730 230834 Oak Grove Institute Foundation (Oak Grove) operates residential and educational facilities for children suffering from severe emotional trauma and disabilities. During the year covered, Oak Grove provided 24,782 days of care. 5516890 153071 5225192 Oak Grove operates a non-public school that provides education to emotionally disturbed children who require an individually designed curriculum. During the year covered, the school provided 25,111 days of attendance. 3348571 8065 1912067 Wraparound Program is a program that provides community-based in-home intervention services that recognize the unique strengths and needs of the children or youth and family and includes the delivery of coordinated services to address those needs. The program targets children with significant mental health and/or behavioral issues who are Riverside County dependents ages 18 and under who are transitioning home, or to a home-like setting, from residential-based services or who are at risk of requiring placement from residential placement (i.e. group home) to a higher level of care. During the year, Oak Grove provided 26,033 days of care. 907913 214102 1097176 ILP Program - Independent Living Skills Program is a program that provides aftercare emancipation and independent care services to aftercare youth between the ages of 16-21 for whom whole dependency has been terminated. 907913 214102 1097176 17504104 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 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 40 0 1 470 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X Fe K Santiago 9516775599 24275 Jefferson Avenue Murrieta CA 925627285 Barry Soper Chairman 1.00 X X 0 0 0 Sonya Linden Vice Chairman 1.00 X X 0 0 0 Alyson Drago Secretary 1.00 X X 0 0 0 Bernardo Bramante Board Member 1.00 X 0 0 0 Hemant Chhatrala Board Member 1.00 X 0 0 0 Dave Dizon Board Member 1.00 X 0 0 0 Karen Locklin Board Member 1.00 X 0 0 0 Jonathan Martin Board Member 1.00 X 0 0 0 Kreg McCoy Board Member 1.00 X 0 0 0 Kevin M McGuire Esq Board Member 1.00 X 0 0 0 John Moss Board Member 1.00 X 0 0 0 Kelli Neet Board Member 1.00 X 0 0 0 Wes Schaeffer Board Member 1.00 X 0 0 0 Tamara Wilson Chief Executive Officer 40.00 X 251001 0 14400 Fe Santiago Chief Financial Officer 20.00 X 93936 0 1200 344937 0 15600 1 0 1 0 FDC Commerical Construction 461 E Menlo Ave Hemet CA 92543 Construction Services 260321 Shamrock Foods PO Box 843539 Los Angeles CA 90084 Food service 216961 Dr Grewal - Todac Medical Associaton 4676 El Presidente Dr Las Vegas NV 89129 Medical Services 110200 3 307041 12008023 224005 75287 12539069 Nonpublic school 611600 5225192 5225192 Private outpatient fees 900099 1912067 1912067 ILP Program 900099 1097176 1097176 8234435 64074 64074 27156 80732 20068 25745 7088 54987 62075 62075 29459 307041 29459 0 Miscellaneous income 900099 47801 47801 47801 20947454 8234435 0 173950 606072 606072 360537 333722 24389 2426 12088187 11192457 811364 84366 49439 45461 3920 58 1868465 1719046 148332 1087 910048 833887 69703 6458 411 411 33516 33516 344843 264275 69091 11477 28146 579 23773 3794 225753 125246 46706 53801 178766 119311 6737 52718 711083 595487 38633 76963 556707 543377 11508 1822 82401 76647 5754 919746 873547 46199 Bad debt 240950 240950 Non-capital equipment 107187 102134 4861 192 In-kind expense 75287 75287 Maintenance & repairs 38478 34063 4415 169690 38382 120951 10357 19595712 17504104 1710802 380806 1271638 2445279 2973068 3603594 4215612 3867156 620015 49548 21706830 8393911 13606189 13312919 2314111 3003700 64340 73778 25064973 26355974 1218785 1467877 1970485 1821514 679500 685695 3868770 3975086 X 21196203 22380888 21196203 22380888 25064973 26355974 1351742 -167057 0 X 0 1 X 1 1 1 X 9891561 11690860 11819614 11763135 12539069 57704239 9891561 11690860 11819614 11763135 12539069 57704239 57704239 53731 67522 69092 79314 64074 333733 8843 43216 33876 28022 47801 161758 58199730 35366483 0.99150 0.98770 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1925000 1925000 16106587 5811118 10295469 1565110 1082872 482238 2110133 1499921 610212 13312919 Capital lease obligations 685695 685695 X 20800997 -167057 20600 -146457 20947454 0 20947454 19616312 20600 20600 19595712 0 19595712 Part X, Line 2: The Foundation 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 the Foundation in their federal and state exempt organization tax returns are more likely than not to be sustained upon examination. The Foundation's returns are subject to examination by federal and state taxing authorities, generally for three and four years, respectively, after they are filed. Golf Classic 55531 48173 7358 7358 See Part IV 150026 131281 18745 18745 2 130943 127587 3356 3356 336500 307041 29459 29459 29459 0 PArt II, Column B Evening Under the Oaks 1 Clothing, rewards and personal care assistance 973 245571 Book value Clothing, rewards and personal care assistance to ensure a safe and comfortable feeling. Books and educational book subscriptions 973 15374 Book value Books and educational book subscriptions to ensure the mental acumen remains consistent. Flex funds and event supplies 973 26293 31767 Book value Flex funds and event supplies to ensure individuals are being provided the support when moving forward. Food and dietary assistance 973 287067 Book value Food and dietary assistance to maintain healthy bodies. Part I, Line 2: Oak Grove Institute Foundation selection criteria - disbursements and assistance to individuals is based on eligibility and need. X X X X 0 0 0 0 0 0 0 1 0 Tamara Wilson Chief Executive Officer 226001 0 25000 0 0 0 1200 0 13200 0 265401 0 0 0 Part I, Line 7 Tamera Wilson, CEO, received bonus compensation in the amount of $25,000. X Gifts/personal care 94 75287 FMV 0 0 0 Part I, Column (b): The number of contributions reported is based on the number of contributors. Form 990, Part VI, Section B, line 11b The Form 990 is reviewed and approved for filing by the organization's Audit Committee. The Audit Committee is composed of three board members, all of whom are voting members of the organization's governing body. A paper copy of the final Form 990 to be filed is provided prior to filing to each voting member of Oak Grove's governing body at its regularly scheduled board meeting. Form 990, Part VI, Section B, line 12c The Conflict of Interest Policy is signed by each board member at the time of appointment. Forms are completed and signed after each review and are tracked by the Executive Assistant. Monitoring and compliance is done at least twice a year during the June and December board meetings, and as the need arises depending on the subject being discussed. Form 990, Part VI, Section B, line 15 The CEO's compensation was determined, reviewed and approved by the Executive Compensation Committee which is composed of the Chairman of the Board and two other members of the Board. At least two independent compensation surveys were used to determine its reasonableness and comparability to executive compensation paid by other organizations in the same industry and of similar size. The Executive Committee then engaged the services of an independent law firm to draft the Employment Agreement. The CEO's compensation is reviewed by the compensation committee annually. The CFO's compensation is determined, reviewed, and approved by the CEO and the Chairman of the Board using independent compensation surveys of other organizations in the same industry and of similar size and taking into consideration that the position is part time without health benefits. Form 990, Part VI, Section C, line 19 Oak Grove makes its governing documents, conflict of interest policy, and financial statements and Form 990 available to the public upon request. A statement to this effect appears on the organization's website.