2019-12-20T15:37:39-06:00 2019-06-30 363990892 Capin Crouse LLP 3050 Saturn Street Suite 104 Brea CA 92821 990 2018-07-01 330864870 Family Assistance Ministries FAMI 9494928477 1030 Calle Negocio San Clemente CA 92673 Mary Gray Perdue Executive Director 9494928477 2019-12-20 1 Ashley Peabody P01385870 7145770988 139.146.132.42 2019-12-20 16:37:29 ES P FEBBA0B1DE72EE09ACCEEF0F6540888D17AFFF4F C02F31DC64E77293B824547470CE2A1C801CC814 2018 2020-03-31 21:24:44Z Mary Gray Perdue 1030 Calle Negocio San Clemente CA 92673 7034711 0 X www.family-assistance.org X 1999 CA Provide housing stabilization for families and individuals. 14 14 36 1355 0 0 5745953 6639319 2022 17112 -98 369 180103 277868 5927980 6934668 3947773 4975672 0 0 1128688 1370118 31562 25000 331359 609926 626720 5717949 6997510 210031 -62842 3079082 2962066 1424934 1370760 1654148 1591306 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 4805135 4274072 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 poor and hungry. This food is part of their overall financial plan toward self-sufficiency. This is made possible by our 7-days a week, fresh rescues from local grocery stores and farms, USDA food, Starbucks Foodshare, Second Harvest, OC Food Bank's senior commodities, and food donations from community partners such as churches, businesses, civic organizations, schools, scouts, and individuals. 30,631 hungry people sought FAM as a food source last year through 126,783 encounters. 1,355 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, Saddleback Community College and at Camp Pendleton. 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, children's diapers, pet food, toiletries and other personal care items are also redistributed. 399670 280018 16037 Permanent Housing Programs: FAM's permanent housing programs include Permanent Supportive Housing (PSH) and Rapid Rehousing (RRH). FAM provides PSH housing for chronic homeless with a 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.Rapid Rehousing (RRH): Utilizing the Housing First best practice, FAM's RRH program is helping clients experiencing homelessness off the streets and into stable housing with short-term, decreasing rental assistance and financial counseling as needed. Ongoing wrap around services are available through FAM's Resource Center or satellite offices: job search coaching, nutritious food options, case management, clothing, back-to-school, holiday support and other needs to help clients become and remain stably housed. 397745 156730 400 FAMily House: FAMily House serves a vital role for homeless families. It is the only emergency shelter for homeless families in south Orange County and, uniquely, the only shelter to allow dads to stay with their families. 110 homeless single dads, dual parent households, single moms and pregnant women were safely housed, offered healthy food choices, connected to health insurance and health home and development screenings for children 5 and under this fiscal year. Financial counseling, job search coaching, and other life skills classes are offered. 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. 313918 142935 675 Gilchrist House: Gilchrist House serves as the only non-needs specific women's shelter in south Orange County. 49 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 graduate into their own stable housing as quickly as possible. 249042 121917 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 and 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 and stablizing plan. Bills are paid directly to service providers. Services are provided at FAM's Resource Center and satellites. 562960 264852 675 6165510 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 43 0 1 36 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 14 14 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X X Mary Gray Perdue 9494928477 1030 Calle Negocio San Clemente CA 92673 Richard S Veale President 1.00 X X 0 0 0 H Kent Falk Vice President 1.00 X X 0 0 0 Robert Grant Treasurer 1.00 X X 0 0 0 Julie Puentes Secretary 1.00 X 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 Michele Koschel Palma Board member 1.00 X 0 0 0 Carolyn McOwen Board member 1.00 X 0 0 0 Fred Meyer Board member 1.00 X 0 0 0 Avarelle Silver-Westrick Board member 1.00 X 0 0 0 Nancy St Pierre Board member 1.00 X 0 0 0 C Kirk Steele Board member 1.00 X 0 0 0 Sarah Sullivan Board member 1.00 X 0 0 0 Phil Bodem Part year Board member 1.00 X 0 0 0 Wyn Holmes part year Board member 1.00 X 0 0 0 Jim King part year Board member 1.00 X 0 0 0 Larry Leisenring part year Board member 1.00 X 0 0 0 Brendan Manson part year Board member 1.00 X 0 0 0 William Maxwell part year Board member 1.00 X 0 0 0 Mary Gray Perdue Executive Director 40.00 X 131100 0 9653 131100 0 9653 1 0 0 0 0 5273 410435 50966 6172645 4650079 6639319 Housing fees 900099 17112 17112 17112 60 60 7785 7476 309 309 309 46251 410435 92567 -46316 -46316 271765 0 271765 271765 Loan Forgiveness 900099 51000 51000 1419 1419 52419 6934668 17112 0 278237 1152108 1152108 3823564 3823564 145216 58086 14522 72608 1015676 601927 290777 122972 107631 67542 31719 8370 101595 58755 25882 16958 25883 15858 10025 18155 9498 8657 25000 25000 8316 2763 5553 63183 5813 57370 44447 15115 10892 18440 26153 21157 4996 237967 162091 75876 64440 59613 1525 3302 1065 1065 1967 1967 105487 84390 15823 5274 8489 6062 2427 Food bank 13691 13691 Equipment 6709 6709 Childcare 768 768 6997510 6165510 500641 331359 X 252219 108721 75835 114815 63900 37213 60427 49522 51407 30735 26722 3175794 613033 2606871 2562761 3079082 2962066 68274 72910 12310 4500 1344350 1293350 1424934 1370760 X 1562492 1496284 91656 95022 1654148 1591306 3079082 2962066 -62842 0 X X 0 1 X 1 0 X 2871436 3385495 4380441 5745953 6639319 23022644 2871436 3385495 4380441 5745953 6639319 23022644 4931467 18091177 62 10712 1 27 60 10862 89896 64831 104109 85216 98670 442722 23476228 493517 0.77060 0.81130 X Schedule A, Part II, Line 10, Explanation of Other Income: Fundraising event income - 2014 Amount: $ 21,546. 2015 Amount: $ 13,468. 2016 Amount: $ 41,207. 2017 Amount: $ 34,216. 2018 Amount: $ 46,251. Loan forgiveness - 2014 Amount: $ 68,000. 2015 Amount: $ 51,000. 2016 Amount: $ 51,000. 2017 Amount: $ 51,000. 2018 Amount: $ 51,000. Other income - 2014 Amount: $ 350. 2015 Amount: $ 363. 2016 Amount: $ 11,902. 2018 Amount: $ 1,419. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1247965 1247965 1525563 400083 1125480 87935 61294 26641 273493 120334 153159 40838 31322 9516 2562761 7103821 76586 76586 7027235 -92567 -92567 6934668 7166663 76586 92567 169153 6997510 0 6997510 Part XI, Line 4b - Other Adjustments: Fundraising event expense -92,567. Part XII, Line 2d - Other Adjustments: Fundraising event expense 92,567. X 1 Harvest Development Media 19851 Yorba Linda Blvd Suite 204 Yorba Linda CA 92886 Mail Solicitations 0 199590 25000 174590 199590 25000 174590 CA Gala 245112 216793 28319 533 1370 26949 8275 21287 Hunger Walk 98731 94151 4580 107 755 13167 9 112843 99491 13352 1518 7514 11092 456686 410435 46251 2158 1370 35218 8275 45546 92567 -46316 1 COA Ministries 1040 Calle Negocio San Clemente CA 92673 822147471 501(c)(3) 9562 weight food food distribution Age Well Senior Services Inc 24461 Ridge Rte Dr Laguna Hills CA 92653 931163563 501(c)(3) 162947 weight food food distribution Capo Beach Church 25975 Domingo Ave Dana Point CA 92624 953203028 501(c)(3) 44541 weight food food distribution Mendocino Apartments 123 Calle Amistad San Clemente CA 92673 330413518 501(c)(3) 288330 weight food food distribution Our Lady of Fatima Church 105 N La Esperanza San Clemente CA 92672 952881825 501(c)(3) 9052 weight food food distribution South Shore Church 32032 Del Obispo San Juan Capistrano CA 92675 952557130 501(c)(3) 214317 weight food food distribution Charismatic Episcopal Church of North America 107 W Marquita San Clemente CA 92672 953605143 501(c)(3) 178788 weight food food distribution Mission Basilica San Juan Capistrano 31611 El Camino Real San Juan Capistrano CA 92675 951904079 501(c)(3) 156106 weight food food distribution Hope Restorations Ministries 510 N El Camino Real San Clemente CA 92672 611810468 501(c)(3) 14039 weight food food distribution Saddleback College 28000 Marguerite Parkway Mission Viejo CA 92692 952479872 501(c)(3) 34917 weight food food distribution 10 0 Food, clothing, hygiene services and other supplies for clients 125002 3469071 FMV Food, clothing, hygiene services and care items Direct cash assistance to service provider on behalf of clients 1781 354493 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 480413 Cost of comparable items X 2 7475 FMV X 4142651 Cost of comparable items X Property/equip 6 19540 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, 2,725,428 lbs of food was provided for a value of $4,142,651. 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 President, Vice President, Secretary, Treasurer, two (nonvoting) Members at Large and the immediate Past President. Form 990, Part VI, Section A, line 4 The following changes were made to the bylaws during the reporting period: -Persons nominated to the Board shall be elected by a majority of the Board of Directors -A quorum at both Regular and Executive Committee meetings consists of a majority. -A majority vote is required for any changes to the by-laws. 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 President is responsible for reviewing the signed statements and ensuring that interested persons are in compliance with the conflict of interest policy. The Executive Director reviews the Board President's signed statements. 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 Executive Director is lead 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. The organization does not compensate any officers or key employees other than the Executive Director. 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. Form 990, Part X, Lines 27 and 28 In accordance with the principles of FASB ASU 2016-14 (ASC 958), the organization has implemented required changes to its audited financial statements for the period ended 06/30/2019. The 2018 Form 990 and its associated schedules were not updated to reflect changes made by this standard. Thus, we have reported the revised net asset categories from the audited financial statements as follows on Form 990, Part X, Lines 27 and 28: Line 27 - Net assets without donor restrictions $1,496,284 Line 28 - Net assets with temporary donor restrictions 95,022 ---------- Total net assets $1,591,306 Form 990, Part XII, Line 2c: The Organization's Audit Committee assumes responsibility for oversight of the audit of its financial statements and selection of its independent accountant which the Board of Directors approves. This process has not changed since the prior year.