2018-12-21T14:50:06-06:00 2018-06-30 363990892 Capin Crouse LLP 3050 Saturn Street Suite 104 Brea CA 92821 990 2017-07-01 330864870 Family Assistance Ministries FAMI 9494928477 1030 Calle Negocio San Clemente CA 92673 Mary Gray Perdue Executive Director 9494928477 2018-12-21 1 Francis K Brown II P00465640 7145770988 139.146.132.42 2018-12-21 13:47:57 MS P E3ED32914B0570515CB8F4D3BC47D0D640F6B201 A00385B93DBEB0226F81B21D0A0F985B97B37735 2017 2019-02-21 02:37:17Z Mary Gray Perdue 1030 Calle Negocio San Clemente CA 92673 6002587 0 X www.family-assistance.org X 1999 CA Provide housing stabilization for families and individuals. 21 21 27 1501 0 0 4380441 5745953 8895 2022 1583 -98 37117 180103 4428036 5927980 2340917 3947773 0 0 944405 1128688 30000 31562 263422 471400 609926 3786722 5717949 641314 210031 2970144 3079082 1529173 1424934 1440971 1654148 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 4075374 3281967 Hunger Prevention Food Pantry: Emergency and ongoing nutritious food assistance is provided to children, seniors and all who are hungry as part of an overall financial plan to regain self-sufficiency for those who are able. This is made possible by our 7-days a week, fresh rescues from local grocery stores and farms, USDA food, Starbucks Foodshare, Second Harvest and OC Food Banks, senior commodities, and food donations from community partners such as churches, businesses, civic organizations, schools, scouts, and individuals. 13,314 hungry people sought FAM as a food source last year through 89,900 encounters. 1,501 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 Camp Pendleton where low-income military families are served. Additionally, FAM distributes food and other personal care items at satellite locations in Dana Point, San Juan Capistrano and Laguna Niguel. 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, adult and children's diapers, pet food, toiletries and other personal care items are also redistributed. 255096 202684 1350 Permanent Supportive Housing (PSH): 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 FAM's Friendly Visitors Program, case management and wrap around services. 248738 158062 300 FAMily House: FAMily House serves a vital role for homeless families. It is the only family emergency shelter in south Orange County and the only one to allow dads to stay with their families. 126 homeless single dads, dual parent households, single moms and pregnant women were safely housed, offered healthy food choices, connected to health insurance and a 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 and clothing, holiday gifts, and referrals for other social services needed are also provided. The goal is to help clients quickly graduate into their own stable housing as quicky as possible. 209213 147702 372 Gilchrist House: 59 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 are provided. The goal is to help clients graduate into their own stable housing as quickly as possible. 152150 119982 Homeless Prevention Services: 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 client aid services provided to clients seeking a hand up. All services are provided as a part of an overall financial plan. Bills are paid directly to servcie providers. Services are provided at FAM's Resource Center and satellites in Dana Point, Laguna Niguel, and San Juan Capistrano. 47554 37375 Rapid Rehousing (RRH): Utilizing the Housing First best practice, FAM's RRH program is helping homeless families and individuals 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 and satellites: job search coaching, nutritious food choices, case management, clothing, back-to-school and other needs to help clients become and remain stably housed. 408917 305059 372 4988125 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 29 0 1 27 1 0 0 0 0 0 1 1 0 0 0 0 X 21 21 0 0 0 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 Avarelle Silver-Westrick President 1.00 X X 0 0 0 Richard S Veale Vice President 1.00 X X 0 0 0 Robert Grant Treasurer 1.00 X X 0 0 0 Andrew Donchak Secretary 1.00 X X 0 0 0 Phil Bodem Board member 1.00 X 0 0 0 John Buckles Board member 1.00 X 0 0 0 H Kent Falk 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 Wyn Holmes Board member 1.00 X 0 0 0 Jim King Board member 1.00 X 0 0 0 Michele Koschel Palma Board member 1.00 X 0 0 0 Larry Leisenring Board member 1.00 X 0 0 0 Carolyn McOwen Board member 1.00 X 0 0 0 William Maxwell Board member 1.00 X 0 0 0 Brendan Manson Board member 1.00 X 0 0 0 Fred Meyer Board member 1.00 X 0 0 0 Joseph P O'Connor part year Board member 1.00 X 0 0 0 Julie Puentes 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 Mary Gray Perdue Executive Director 40.00 X 137600 0 8832 137600 0 8832 1 0 0 0 0 7182 352609 349817 5036345 3690337 5745953 Housing fees 900099 2022 2022 2022 27 27 125 -125 -125 -125 34216 352609 74482 -40266 -40266 169369 0 169369 169369 Loan Forgiveness 900099 51000 51000 51000 5927980 2022 0 180005 714136 714136 3233637 3233637 151903 60762 15190 75951 797198 511457 232427 53314 98669 60249 27732 10688 80918 49356 21679 9883 38695 7588 31107 30425 13751 16674 31562 31562 6356 1776 4580 59301 3644 55657 46080 16048 15954 14078 17091 13899 3192 230431 154483 75948 34263 28334 1422 4507 2610 2610 3313 3313 103433 82746 15515 5172 4300 2631 1669 Food bank 25751 25751 Equipment 7237 7237 Childcare 640 640 5717949 4988125 466402 263422 157697 252219 819 75835 110432 63900 13410 49522 24337 30735 3123251 516380 2663449 2606871 2970144 3079082 64474 68274 24349 12310 1440350 1344350 1529173 1424934 X 1380842 1562492 60129 91656 1440971 1654148 2970144 3079082 210031 3146 0 X X 0 1 X 1 0 X 2827065 2871436 3385495 4380441 5745953 19210390 2827065 2871436 3385495 4380441 5745953 19210390 3290869 15919521 44 62 10712 1 27 10846 57560 89896 64831 104109 85216 401612 19622848 217495 0.81130 0.97530 X Schedule A, Part II, Line 10, Explanation of Other Income: Fundraising event income - 2013 Amount: $ 6,560. 2014 Amount: $ 21,546. 2015 Amount: $ 13,468. 2016 Amount: $ 41,207. 2017 Amount: $ 34,216. Loan forgiveness - 2013 Amount: $ 51,000. 2014 Amount: $ 68,000. 2015 Amount: $ 51,000. 2016 Amount: $ 51,000. 2017 Amount: $ 51,000. Other income - 2014 Amount: $ 350. 2015 Amount: $ 363. 2016 Amount: $ 11,902. 1247965 1247965 1525563 342221 1183342 87935 50377 37558 224400 99868 124532 37388 23914 13474 2606871 6073397 70935 70935 6002462 -74482 -74482 5927980 5860219 67788 74482 142270 5717949 0 5717949 Part XI, Line 4b - Other Adjustments: Fundraising event expense -74,482. Part XII, Line 2d - Other Adjustments: Fundraising event expense 74,482. X 1 Harvest Development Media 19851 Yorba Linda Blvd Suite 204 Yorba Linda CA 92886 Mail Solicitations 0 235099 31562 203537 235099 31562 203537 CA Gala 190985 179685 11300 1178 19755 7525 12479 Hunger Walk 109002 104132 4870 104 254 13944 3 86838 68792 18046 2340 7373 9530 386825 352609 34216 2444 1178 27382 7525 35953 74482 -40266 1 COA Ministries 1040 Calle Negocio San Clemente CA 92673 822147471 28728 weight food food distribution 2nd Time Stores 1631 El Camino Real Tustin CA 92780 330527268 21473 weight food food distribution Age Well Senior Services Inc 24461 Ridge Rte Dr Laguna Hills CA 92653 931163563 21447 weight food food distribution Boys & Girls Club of The South Coast 1304 Calle Valle San Clemente CA 92672 956111998 22390 weight food food distribution Capo Beach Church 25975 Domingo Ave Dana Point CA 92624 953203028 7091 weight food food distribution Our Lady of Fatima Church 105 N La Esperanza San Clemente CA 92672 952881825 12837 weight food food distribution Rainbow Sandals Foundation 900 Calle Negocio San Clemente CA 92673 465353765 53042 weight food food distribution South Shore Church 32032 Del Obispo San Juan Capistrano CA 92675 952557130 21284 weight food food distribution Charismatic Episcopal Church of North America 107 W Marquita San Clemente CA 92672 953605143 38979 weight food food distribution Be Happy Living 35855 Beach Rd Dana Point CA 92629 433766212 18578 weight food food distribution Kathy's House PO Box 1466 San Juan Capistrano CA 92693 330809761 17931 weight food food distribution Mission Basilica San Juan Capistrano 31611 El Camino Real San Juan Capistrano CA 92675 951904079 53089 weight food food distribution Feeding in Motion 109 23rd St Apt 2 Newport Beach CA 92663 822990457 62242 weight food food distribution Hope Restorations Ministries 510 N El Camino Real San Clemente CA 92672 611810468 10034 weight food food distribution Mary's Kitchen 517 W Struck Ave Orange CA 92867 330592109 112680 weight food food distribution Shower of Blessings 18145 Villa Park Street La Puente CA 91744 800844854 53554 weight food food distribution Sonrise Christian Community Church 6940 Knott Ave Buena Park CA 90621 912148366 12129 weight food food distribution 17 0 Food, clothing, hygiene services and other supplies for clients 89900 2933936 FMV Food, clothing, hygiene services and care items Direct cash assistance to service provider on behalf of clients 3861 299701 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 424240 Cost of comparable items X 3258502 Cost of comparable items X Misc 2 7595 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, 1,883,527 lbs of food was provided for a value of $3,258,502. Form 990, Part VI, Section A, line 1 The Organization has an Executive Committee which consists of the President, Vice-President, Secretary, Treasurer, the immediate Past President and two Members at Large. The Executive Committee has the authority to act on behalf of the full Board when the Board is not in session in all areas, except the following: -Election of new board members -Changes to the bylaws -Approval of the annual budget -Approval of unbudgeted expenditure in excess of $10,000 -Change in the Executive Director's compensation -Discharge of the Executive Director -Legal or financial commitments binding the Organization -Settlement of any legal issue 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. 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 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.