2019-05-13T12:15:48-05:00 2018-06-30 951754234 EADIE AND PAYNE LLP PO BOX 1529 RIVERSIDE CA 925021529 990 2017-07-01 237121672 INLAND COUNTIES REGIONAL CENTER INC INLA 9098903000 1365 SOUTH WATERMAN AVENUE SAN BERNARDINO CA 924082804 LAVINIA JOHNSON EXECUTIVE DIRECTOR 9098903000 2019-05-03 1 ROMA SCOTT P01368086 9512417811 12.20.139.130 2019-05-03 08:23:34 PD P 8809E66F8443BFC56E0D3FED6B2D7AE99DC4374D AA7BDE78E8375D01F0766AF779E6CDEB35F9EA77 2017 2019-02-21 02:37:17Z LAVINIA JOHNSON 1365 SOUTH WATERMAN AVENUE SAN BERNARDINO CA 924082804 502551685 0 X WWW.INLANDRC.ORG X 1971 CA PROVIDE SOCIAL SERVICES TO PERSONS WITH DEVELOPMENTAL DISABILITIES. 15 15 793 15 0 0 444535100 481782435 18167442 20348455 213461 262923 32545 -12236 462948548 502381577 396491791 429876697 0 0 54921365 58510259 0 0 0 12808414 14840580 464221570 503227536 -1273022 -845959 89009385 80508574 141041216 132706652 -52031831 -52198078 X INLAND REGIONAL CENTER INC. (IRC) PROVIDES SERVICES TO THE DEVELOPMENTALLY DISABLED POPULATION FROM BIRTH TO DEATH. IRC CURRENTLY PROVIDES SERVICES TO OVER 33,000 DEVELOPMENTALLY DISABLED PEOPLE IN ACCORDANCE WITH THE PROVISIONS OF THE LANTERMAN ACT OF THE WELFARE AND INSTITUTIONS CODE OF THE STATE OF CALIFORNIA. IRC PROVIDES DIAGNOSTIC EVALUATIONS, CLIENT PROGRAM MANAGEMENT, AND LIFELONG PLANNING SERVICES FOR PERSONS WITH DEVELOPMENTAL DISABILITIES AND THEIR FAMILIES. THE AREAS SERVED INCLUDE THE COUNTIES OF SAN BERNARDINO AND RIVERSIDE. 0 0 470986771 429751154 20348455 INLAND REGIONAL CENTER INC. (IRC) PROVIDES SERVICES TO THE DEVELOPMENTALLY DISABLED POPULATION FROM BIRTH TO DEATH. IRC CURRENTLY PROVIDES SERVICES TO OVER 33,000 DEVELOPMENTALLY DISABLED PEOPLE IN ACCORDANCE WITH THE PROVISIONS OF THE LANTERMAN ACT OF THE WELFARE AND INSTITUTIONS CODE OF THE STATE OF CALIFORNIA. IRC PROVIDES DIAGNOSTIC EVALUATIONS, CLIENT PROGRAM MANAGEMENT, AND LIFELONG PLANNING SERVICES FOR PERSONS WITH DEVELOPMENTAL DISABILITIES AND THEIR FAMILIES. THE AREAS SERVED INCLUDE THE COUNTIES OF SAN BERNARDINO AND RIVERSIDE. 125543 125543 0 "ANOTHER WAY" IS A VOLUNTEER ORGANIZATION MADE UP OF EMPLOYEES OF INLAND REGIONAL CENTER INC. (IRC) THAT FORMED IN 1986 WHEN A SMALL GROUP OF CONCERNED EMPLOYEES BECAME FRUSTRATED THAT MANY OF THEIR CLIENTS AND FAMILIES WERE STRUGGLING TO PAY FOR BASIC NEEDS, SUCH AS FOOD, CLOTHING, UTILITIES, RENT, MEDICATIONS AND OTHER NEEDS. THESE DEDICATED EMPLOYEES WANTED TO HELP THEIR MOST VULNERABLE CLIENTS WITH NEEDS THAT COULD NOT BE MET BY IRC BECAUSE OF BUREAUCRATIC CONSTRAINTS AND/ OR STRICT FUNDING GUIDELINES PLACED ON THE AGENCY. THE GROUP BEGAN MEETING DURING THEIR LUNCH HOUR TO ORGANIZE FOOD SALES AND OTHER SMALL FUNDRAISERS TO RAISE MONEY TO HELP THEIR CLIENTS MEET THESE NEEDS. VIRTUALLY ALL OF THE MONEY RAISED BY ANOTHER WAY GOES DIRECTLY TO HELP CLIENTS. 471112314 1 1 0 0 0 0 0 0 1 0 0 1 0 1 1 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1639 0 1 793 1 0 0 0 0 0 1 1 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X X MERISSA STEUWER 9098903455 1365 SOUTH WATERMAN AVENUE SAN BERNARDINO CA 92408 X KEITH NELSON CHAIR 1.00 X X 0 0 0 TOM COSAND VICE CHAIR 1.00 X X 0 0 0 CAMERON PAGE SECRETARY 1.00 X X 0 0 0 SHEELA STARK TRUSTEE 1.00 X 0 0 0 ALVA STEWART TRUSTEE 1.00 X 0 0 0 PETER ASTEN TRUSTEE 1.00 X 0 0 0 KIANA BUFFINGTON TRUSTEE 1.00 X 0 0 0 THEODORE LEONARD TRUSTEE 1.00 X 0 0 0 ERIC NARANJO TRUSTEE 1.00 X 0 0 0 JACK PADILLA TRUSTEE 1.00 X 0 0 0 DONITA REMINGTON TRUSTEE 1.00 X 0 0 0 RENE ROJO TRUSTEE 1.00 X 0 0 0 ELVIA SANDERS TRUSTEE 1.00 X 0 0 0 GIZELLE SIOJO TRUSTEE 1.00 X 0 0 0 JOSHUA SOUDER TRUSTEE 1.00 X 0 0 0 LAVINIA JOHNSON EXECUTIVE DIRECTOR 40.00 X 210703 0 39132 KEVIN URTZ ASSOC. EXECUTIVE DIRECTOR 40.00 X 191036 0 47599 MERISSA STEUWER DIRECTOR, FINANCIAL SERVICES 40.00 X 177424 0 43583 STEVEN BECKETT GENERAL COUNSEL 40.00 X 391751 0 27566 FELIPE GARCIA DIRECTOR, CHILDREN & TRANSITION SVCS 40.00 X 170560 0 33411 DON MEZA DIRECTOR, ADULT SERVICES 40.00 X 164389 0 32495 VINCE TOMS DIRECTOR, COMMUNITY SERVICES 40.00 X 159808 0 31644 TREVA WEBSTER DIRECTOR, EARLY START, INTAKE, CLINIC 40.00 X 184736 0 21561 1650407 0 276991 24 0 1 0 INLAND RESPITE INC 1250 CORONA POINTE CT 210 CORONA CA 92879 RESPITE 20958293 COLE VOCATIONAL SERVICES 9166 ANAHEIM PLACE RANCHO CUCAMONGA CA 91730 DAY PROGRAMS 15239694 IN-ROADS CREATIVE 7955 WEBSTER STREET HIGHLAND CA 92346 RESPITE, SUPPORTED LIVING, DAY PROGRAMS 12945746 DESERTARC 73255 COUNTRY CLUB DRIVE PALM DESERT CA 92260 TRANSPORTATION, SUPPORTED LIVING, DAY PR 11924515 PEOPLE'S CARE INC 13920 CITY CENTER DRIVE STE 290 CHINO HILLS CA 91709 BEHAVIOR MGMT, TRANSPORTATION, DAY PROGR 10769923 518 174250 481295625 312560 481782435 ICF SUPPLEMENTAL SERVICES INCOME 900099 19803812 19803812 TRUSTEE FEES 900099 544643 544643 20348455 262923 262923 46884 174250 169540 -122656 -122656 18367 568 17799 17799 OTHER INCOME 900099 92621 92621 92621 502381577 20348455 0 250687 429876697 429876697 709477 488470 221007 43014077 28855415 14158662 6133995 4349191 1784804 7968858 5853019 2115839 683852 453706 230146 255712 255712 90195 90195 204072 204072 791912 791912 8141292 8141292 1031735 899295 132440 584140 336521 247619 LEGAL SETTLEMENT 1795845 1795845 GENERAL EXPENSES 776558 776558 EQUIPMENT & MAINTENANCE 547167 547167 COMMUNICATION 501156 501156 120796 120796 503227536 471112314 32115222 0 31129044 26596605 15150275 24859674 1370282 1592769 529279 561001 22406954 22254140 18423551 4644385 89009385 80508574 40529359 44706364 23894499 24017464 76617358 63982824 141041216 132706652 X -52059319 -52220739 27488 22661 -52031831 -52198078 89009385 80508574 X -845959 19504 660208 X 0 1 X 1 1 1 X 319969267 359192161 383976846 444535100 481782435 1989455809 319969267 359192161 383976846 444535100 481782435 1989455809 1989455809 127535 135620 160820 213461 262923 900359 54468 92665 132203 84003 92621 455960 1990812128 38652002 0.99930 0.99910 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2013 AMOUNT: $ 54,468. 2014 AMOUNT: $ 92,665. 2015 AMOUNT: $ 132,203. 2016 AMOUNT: $ 84,003. 2017 AMOUNT: $ 92,621. 0 1 X 0 INVESTMENTS - MASTER TRUST 22254140 F 22254140 DUE FROM STATE OF CA - ACCRUED VACATION & SICK LEAVE BENEFITS 4644385 4644385 ACCRUED VACATION/OTHER LEAVE 4644385 DUE TO STATE 3314737 OTHER LIABILITIES 9174480 DEFERRED RENT 13679573 OBLIGATION FOR PENSION BENEFITS 33169649 63982824 X 502571189 19504 170108 189612 502381577 0 502381577 503397644 170108 170108 503227536 0 503227536 PART IV, LINE 2B: THE CENTER FUNCTIONS AS CUSTODIAN FOR RECEIPT OF CERTAIN GOVERNMENTAL PAYMENTS AND RESULTING DISBURSEMENTS MADE ON BEHALF OF REGIONAL CENTER CLIENTS. THE CASH BALANCES ARE SEGREGATED FROM THE OPERATING CASH ACCOUNTS OF THE CENTER AND ARE RESTRICTED FOR CLIENT SUPPORT. MASTER TRUST OF CALIFORNIA (MASTER TRUST) WAS ESTABLISHED IN 1978 TO RECEIVE PROPERTY FROM INDIVIDUALS OR OTHER ENTITIES (TRUSTORS) TO BE ADMINISTERED FOR THE BENEFIT OF SPECIFIED DEVELOPMENTALLY DISABLED PERSONS (BENEFICIARIES). PROPERTY IS ADMITTED AS A SEPARATE TRUST INTO THE MASTER TRUST UPON APPROVAL OF INLAND COUNTIES REGIONAL CENTER, INC. TRUSTEE THROUGH THE MASTER TRUST OF CALIFORNIA TRUST COMMITTEE; THEN BY DIRECTION OF A COURT ORDER, OR THE EXECUTION OF A JOINDER AND TRUST AGREEMENT BY A TRUSTOR. DISTRIBUTIONS FROM A TRUST ARE MADE IN ACCORDANCE WITH DIRECTION OF THE MASTER TRUST OF CALIFORNIA TRUST COMMITTEE. TERMINATION OF A TRUST AGREEMENT WILL OCCUR UPON THE DEATH OF THE BENEFICIARY, DEPLETION OF THE TRUST ASSETS, ACCORDING TO COURT ORDER, OR ACCORDING TO THE TRUST DOCUMENT. ASSETS AND OBLIGATIONS OF THE PROGRAM ARE SHOWN ON THE STATEMENTS OF FINANCIAL POSITION. OPERATING ACTIVITIES SUCH AS CAPITAL ADDITIONS AND DISTRIBUTIONS ARE NOT SHOWN IN THE STATEMENTS OF ACTIVITIES AS THE CENTER IS ONLY ACTING AS AN AGENCY FOR THE BENEFICIARIES. OPERATING ACTIVITIES SUCH AS TRUSTEE FEES AND ADMINISTRATIVE SUPPORT SERVICES WERE INCLUDED IN OTHER INCOME AND GENERAL ADMINISTRATIVE EXPENSE IN THE STATEMENTS OF ACTIVITIES. TRUSTEE FEES AND ADMINISTRATIVE SUPPORT SERVICES INCOME OF $544,643 IS INCLUDED IN OTHER INCOME FOR THE YEAR ENDED JUNE 30,2018. PART X, LINE 2: THE CENTER RECOGNIZES THE FINANCIAL STATEMENT BENEFIT OF TAX POSITIONS, SUCH AS A FILING STATUS OF TAX-EXEMPT, ONLY AFTER DETERMINING THAT THE RELEVANT TAX AUTHORITY WOULD MORE LIKELY THAN NOT SUSTAIN THE POSITION FOLLOWING AN AUDIT. THE CENTER 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 AND CALIFORNIA PURPOSES IS GENERALLY THREE AND FOUR YEARS, RESPECTIVELY. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 170,108. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 170,108. GOLF TOURNAMENT 182965 174250 8715 3711 23910 67639 28968 7200 11664 BOWLING TOURNAMENT 12737 12737 1449 3610 1693 2357 2 25432 25432 1616 240 1465 500 13518 221134 174250 46884 3711 26975 71489 32126 7700 27539 169540 -122656 18367 150 418 0 18367 150 418 568 17799 CA 1 0 0 0 1.00000 0 0 1 RESIDENTIAL CARE FACILITIES 35750 132597341 0 BOOK DAY PROGRAM 35750 146926400 0 BOOK OTHER PURCHASED SERVICES 35750 150227413 0 BOOK ANOTHER WAY 270 125543 0 BOOK PART I, LINE 2: ASSISTANCE IS PROVIDED TO RESIDENTS OF THE STATE OF CALIFORNIA WHO HAVE DEVELOPMENTAL DISABILITIES. THE ENTITY KEEPS CONFIDENTIAL FILES ON EACH OF ITS CLIENTS. THE ORGANIZATION IS AUDITED BY THE STATE OF CALIFORNIA'S DEPARTMENT OF DEVELOPMENTAL SERVICES AND ALSO REVIEWED BY FEDERAL STAFF FROM THE CENTER FOR MEDICARE AND MEDICAID SERVICES TO ENSURE COMPLIANCE. 0 0 0 0 0 0 0 0 0 LAVINIA JOHNSON EXECUTIVE DIRECTOR 210703 0 0 0 0 0 31693 0 7439 0 249835 0 0 0 KEVIN URTZ ASSOC. EXECUTIVE DIRECTOR 191036 0 0 0 0 0 28735 0 18864 0 238635 0 0 0 MERISSA STEUWER DIRECTOR, FINANCIAL SERVICES 177424 0 0 0 0 0 26687 0 16896 0 221007 0 0 0 STEVEN BECKETT GENERAL COUNSEL 391751 0 0 0 0 0 13813 0 13753 0 419317 0 0 0 FELIPE GARCIA DIRECTOR, CHILDREN & TRANSITION SVCS 170560 0 0 0 0 0 25655 0 7756 0 203971 0 0 0 DON MEZA DIRECTOR, ADULT SERVICES 164389 0 0 0 0 0 24727 0 7768 0 196884 0 0 0 VINCE TOMS DIRECTOR, COMMUNITY SERVICES 159808 0 0 0 0 0 24038 0 7606 0 191452 0 0 0 TREVA WEBSTER DIRECTOR, EARLY START, INTAKE, CLINI 184736 0 0 0 0 0 13813 0 7748 0 206297 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B NO REVIEW WAS OR WILL BE CONDUCTED. THE BOARD MEMBERS ARE INFORMED OF THE FILING OF FORM 990 AND A COPY OF THE FORM IS AVAILABLE ONLINE. FORM 990, PART VI, SECTION B, LINE 12C NEW EMPLOYEES ARE GIVEN A COPY OF THE CONFLICT OF INTEREST POLICY AT ORIENTATION AND AT LEAST ANNUALLY THEREAFTER. ONCE THE POLICY IS READ, THE EMPLOYEE SIGNS A STATEMENT INDICATING ALL POSSIBLE CONFLICTS IF APPLICABLE. THE EXECUTIVE DIRECTOR REVIEWS THESE STATEMENTS AND SENDS TO THE PERSONNEL FILE OF THE EMPLOYEE. ALL OTHER POTENTIAL CONFLICTS OF INTEREST ARE TO BE REPORTED TO THE EXECUTIVE DIRECTOR TO TAKE APPROPRIATE ACTION. FORM 990, PART VI, SECTION B, LINE 15 LINE 15A: A SUBCOMMITTEE OF THE BOARD OF TRUSTEES REVIEWS THE COMPENSATION OF THE EXECUTIVE DIRECTOR. COMPARABLE DATA IS REVIEWED AND RECOMMENDATIONS ARE MADE WHETHER OF NOT TO ADJUST EXISTING COMPENSATION. THE PROCESS IS DOCUMENTED IN THE BOARD MINUTES. LINE 15B: A SUBCOMMITTEE OF THE BOARD OF TRUSTEES REVIEWS SALARIES OF OFFICERS. COMPARABLE DATA IS REVIEWED AND RECOMMENDATIONS ARE MADE WHETHER OR NOT TO ADJUST EXISTING COMPENSATION. THE PROCESS IS DOCUMENTED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC ON ITS OWN WEBSITE AND UPON REQUEST ON A REQUEST-BY-REQUEST BASIS. PART VII - BOARD OF DIRECTORS PURSUANT TO THE LANTERMAN ACT OF THE STATE OF CALIFORNIA, THE CENTER IS REQUIRED TO APPOINT PERSONS WITH DISABILITIES (CLIENTS WHO RECEIVE SERVICES) OR THEIR PARENTS OR LEGAL GUARDIANS TO THE BOARD OF TRUSTEES. THE LANTERMAN ACT ALSO REQUIRES ONE BOARD MEMBER TO BE A CLIENT SERVICE PROVIDER. TO COMPLY WITH THIS STATE LAW, THE CENTER'S BOARD OF TRUSTEES INCLUDES 5 CLIENTS, 6 PARENTS/LEGAL GUARDIANS OF A CLIENT, AND 1 SERVICE PROVIDER AS OF JUNE 30, 2018. FORM 990, PART XI, LINE 9: FASB 158 ADJUSTMENT 660,208. CALIFORNIA HOUSING FOUNDATION 1200 CALIFORNIA STREET NO 104 REDLANDS CA 92374 330828761 SUPPORT SVCS & HOUSING TO PERSONS WITH DISABILITIES CA 501(C)(3) 7 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0