2019-08-30T14:49:46-05:00 2018-12-31 954557617 Harrington Group CPAs LLP 234 East Colorado Blvd Suite M150 Pasadena CA 91101 990 2018-01-01 951660346 David and Margaret Home Inc DAVI 9095965921 1350 Third Street La Verne CA 91750 Charles Rich Executive Director 9095965921 2019-08-30 1 Sean E Cain CPA P01612986 6264036801 209.133.35.227 2019-08-30 12:49:29 PD P 0B4F3B71C2EC911E577D967EDC65E3E555B204AC 0B4F3B71C2EC911E577D967EDC65E3E555B204AC 2018 2019-02-21 02:37:17Z David & Margaret Youth & Family Svcs Charles Rich 1350 Third Street La Verne CA 91750 17920265 0 X www.davidandmargaret.org X 1910 CA Therapeutic assistance to abused, neglected, and behaviorally challenged children, youth and their families. 16 16 374 146 0 720 14950878 17287535 120130 108852 11513 7313 648095 391290 15730616 17794990 2054480 2583843 0 0 11379890 12008282 0 0 399995 2573108 3111474 16007478 17703599 -276862 91391 7740119 7474129 3932730 3575349 3807389 3898780 X The David & Margaret Home empowers children, youth and families through culturally diverse services that foster emotional, educational, spiritual and identity development. David & Margaret has been in existence for over 100 years and serves over 1,100 people annually. Our residential program receives clients from multiple counties throughout the state. It is not a stopping place but a journey and a stepping stone to a brighter future, and a haven to children, youth, and families. 0 0 5528450 1435492 Unaccompanied Children - The Unaccompanied Children (UC) program is assigned the specific task of caring for children who are under 18 years old, have no legal lawful immigration status in the United States, and have no parent or legal guardian in the United States available to provide care and physical custody. The youth are placed in shelter care (generally 20-30 days) pending a disposition of their case. Some are in residential shelter care and some are placed in long-term foster care. During the year covered, 330 clients were served. 3276719 573180 The campus Residential Program received an STRTP license - Short Term Residential Therapeutic Program as of October 2017. It provides residentially based services to adolescent females and those who identify as females having a history of abuse and/or neglect, and/or being on probation, typically with a history of multiple other out-of-home placements. The STRTP mainly serves clients from Los Angeles, San Bernardino, and Orange counties. During the year covered, 8,787 days of care were provided. 2110634 246478 20916 Transitional Shelter Care Program (TSC) - The TSC is a shelter care program for Department of Child and Family Services, (DCFS), youth who are in need of placement and cannot be placed right away, usually due to being so difficult in placement. We have 10 beds for female adolescents ages 11-17 and 6 beds for female non-minor dependents (NMD) ages 18-20 and their dependent children if they have any with them. By law, they are supposed to be placed by Los Angeles County into placement within 72 hours, but that often does not happen because of the high needs of these youth. During the year covered, 242 youth were served. 4260521 328693 87936 Learning Enhancement Center - provides a multi-sensory treatment program to improve the learning process of individuals with learning disabilities. Community members, ages 5 and up, David & Margaret residents, and foster youth are served in La Verne. During the year covered, 29 clients were served.Transitional Living Programs - Aims to reduce the homelessness among current and foster youth by providing access to safe, affordable, and supportive housing for youth transitioning out of the foster care system. The program provides job training, educational support, case management and counseling. The Transitional Housing Plus program served 9 clients.Mental Health Program - Provides individual and family therapy, psychological testing, medication evaluation and follow-up, therapeutic behavioral services, and case management linkage to community resources. During the year covered, 193 clients were served.Foster Family Agency and Adoption Agency offers parent training and foster home approval for resource families; Foster-adoption program for resource families who want to move toward adoption; Treatment foster care, providing specialized training for resource families for clients requiring a higher level of care, 6,980 days of care were provided. The Foster Care program served 38 clients. 4260521 328693 87936 15176324 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 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 43 0 1 374 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X Phoebe Miyamoto 9095965921 1350 Third Street La Verne CA 91750 Sabina Sullivan Board President 1.00 X X 0 0 0 Patricia Guild Board Vice President 1.00 X X 0 0 0 Susan Hume Treasurer 1.00 X X 0 0 0 Ellenor Hodson Secretary 1.00 X X 0 0 0 Brian Bowcock Board Member 1.00 X 0 0 0 Bill Boynton Board Member 1.00 X 0 0 0 Kevin Kearney Board Member 1.00 X 0 0 0 Darcy Coulter Board Member 1.00 X 0 0 0 Robert Dalton Board Member 1.00 X 0 0 0 Elizabeth Liz Martinez Board Member 1.00 X 0 0 0 Arun Tolia Board Member 1.00 X 0 0 0 John Norton Board Member 1.00 X 0 0 0 Sharon Shellman Board Member 1.00 X 0 0 0 Thomas Taylor Board Member 1.00 X 0 0 0 Amaryllis Watkins Board Member 1.00 X 0 0 0 Karen Zubiate-Beauchamp Board Member 1.00 X 0 0 0 Charles Rich Executive Director 50.00 X 159610 0 6212 Phoebe Miyamoto Finance Director 40.00 X 93489 0 7994 Michael Miller Chief Program Officer 50.00 X 104302 0 7515 357401 0 21721 2 0 1 0 Huntington Culinary 7071 Warner Ave Ste F714 Huntington Beach CA 92647 Food services 374029 Bob Oden 950 Lyford Dr San Dimas CA 91773 Janitoral Services 109675 Vargus & Hu 219 N Indian Hill Blvd Suite 202 Claremont CA 91711 Psychiatry Services 101988 3 19264 15857269 1411002 409673 17287535 Nonpublic School Management Fees 611600 87936 87936 Private Placement Fees 623990 20916 20916 108852 7313 7313 64068 0 64068 64068 64068 28002 19264 28002 0 276707 97273 179434 179434 Miscellaneous income 900099 147788 147788 147788 17794990 108852 0 398603 1095224 1095224 1488619 1488619 267305 234703 27957 4645 9645935 8454208 1022632 169095 143146 129723 11324 2099 1224640 1109809 96876 17955 727256 617021 74810 35425 36803 36803 99156 99156 240690 153483 40152 47055 2750 2750 444533 337588 77579 29366 150299 94963 48993 6343 1256910 888847 301823 66240 179256 133803 34033 11420 19398 13271 6127 20370 16812 2353 1205 211183 192248 12522 6413 196455 47407 149048 In-kind goods used 97957 97957 Dues & subscriptions 75412 30975 44437 Bad debt expense 43434 43434 Miscellaneous 34325 2860 31274 191 2543 2543 17703599 15176324 2127280 399995 746359 1409640 1448797 1178208 1491736 927697 11836 12126 155105 157201 9179119 5521762 3740979 3657357 145307 131900 7740119 7474129 1825090 1683556 1599340 1448404 508300 443389 3932730 3575349 X 3647091 3001468 80645 817659 79653 79653 3807389 3898780 7740119 7474129 91391 0 X 0 1 X 1 1 1 X 12128148 12436379 14748466 14950878 17287535 71551406 12128148 12436379 14748466 14950878 17287535 71551406 71551406 23785 27156 71056 47464 250815 420276 167618 77814 57082 140303 147788 590605 72562287 2643439 0.98610 0.99010 X 79653 79653 79653 2576 2576 79653 79653 19 19 79653 79653 22 22 79653 79653 8 8 79653 1.00000 0 0 417774 417774 7128868 4101349 3027519 1632477 1420413 212064 3657357 X 17794990 0 17794990 0 17794990 17703599 0 17703599 0 17703599 Part V, Line 4: The interest is used for scholarship expenditures of the organization while the corpus remains intact in perpetuity. Part X, Line 2: David & Margaret 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 David & Margaret in its federal and state exempt organization tax returns are more likely than not to be sustained upon examination. David & Margaret's returns are subject to examination by federal and state taxing authorities, generally for three and four years, respectively, after they are filed. Annual Gala 47266 19264 28002 80 12921 300 1475 13226 47266 19264 28002 80 12921 300 1475 13226 28002 0 1 Ettie Lee Homes Inc PO Box 339 Baldwin Park CA 91706 951949862 501(c)(3) 1095224 General support 1 Specific assistance to individuals & foster parents 1362 1488619 Part I, Line 2: The organization maintains records to substantiate the amount of grants or assistance given and the selection criteria used to award the grants. The organization reviews and follows all requirements set by internal documents for issuing grants to individuals as stated in Section 3.3 in the Accounting and Financial Handbook. X X 0 0 0 0 0 0 0 0 0 Charles Rich Executive Director 159610 0 0 0 0 0 1208 0 5004 0 165822 0 0 0 X 249242 X 247 160431 0 1 0 Part I, Column (b): The number of contributions is determined by the number of donors. Form 990, Part VI, Section B, line 11b The Form 990 is reviewed by members of the board, Executive Director and Finance Director before submission to the IRS. Form 990, Part VI, Section B, line 12c All employees, and board members, of David & Margaret Youth and Family Services ("D&M") shall avoid any conflict of interest or appearance of conflict of interest between their own individual interests and those of D&M. The policy is regularly and consistently monitored by the governing body and signed annually. Form 990, Part VI, Section B, line 15 The Board of Directors of David & Margaret Youth and Family Services shall take the following steps in order to determine reasonable compensation for the Executive Director and the Director of Finance: 1. The Board of Directors shall review and approve the executive compensation. Executive compensation shall be determined by persons who are knowledgeable in compensation matters and who have no financial interest in the determination. Executive compensation payments are presumed to be reasonable if the compensation arrangement is approved in advance by an authorized body composed entirely of individuals who do not have a conflict of interest with respect to the arrangement. 2. The Board of Directors shall use appropriate comparability data. Comparability data generally involves looking at compensation levels paid by similarly situated organizations for functionally comparable positions. One method is to obtain compensation surveys or studies from independent outside compensation consultants for this purpose. 3. The Board of Directors shall document in the minutes contemporaneous substantiation of the deliberation and decision for executive compensation. Form 990, Part VI, Section C, line 19 The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. The Form 990 can be accessed on another organization's website (www.guidestar.org).