2017-11-14T16:31:41-06:00 2016-12-31 954557617 Harrington Group CPAs LLP 234 East Colorado Blvd Suite M150 Pasadena CA 91101 990 2016-01-01 951660346 David and Margaret Home Inc DAVI 9095965921 1350 Third Street La Verne CA 91750 Charles Rich Executive Director 9095965921 2017-11-14 1 Sean E Cain CPA P01612986 6264036801 64.88.174.3 2017-11-14 14:31:28 PS P 30438777C974F510D619FA0AF5CBFAC355A331C1 327B8E77D923B131968BDE4791CDB5747ABF439E 2016 2017-02-10 21:41:12Z Charles Rich 1350 Third Street La Verne CA 91750 15710462 0 X www.davidandmargaret.org X 1910 CA Therapeutic assistance to abused, neglected, and behaviorally challenged children, youth and their families. 18 18 332 164 0 0 12436379 14691384 135897 131476 3276 26578 533861 560842 13109413 15410280 2043746 2772367 0 0 8364458 10034409 0 0 762036 2319420 2562287 12727624 15369063 381789 41217 6396179 7971025 2364786 3914322 4031393 4056703 X The David & Margaret Home empowers children, youth and families through culturally diverse services that foster emotional, educational, spiritual and identity development. 0 0 3217126 1347670 87936 Residential Program - provides residentially-based services to adolescent girls having a history of abuse or neglect and several other foster placements. Provides an emergency shelter program for at-risk male and female youth. Provides low-cost housing and support services to former foster, probation and other at-risk male and female youth ages 18 through 21. During the year covered, 10,387 days of care were provided. 1293771 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, 336 clients were served. 4795164 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. 53449 43540 Learning Enhancement Center - provides a multi-sensory treatment program to improve the learning process of individuals with learning disabilities. Community members, age 5 and up, David and Margaret residents, and foster youth are served in the La Verne and Pasadena office. During the year covered, 41 clients were served. 916449 1424697 Foster Family Agency and Adoption Agency offers parent training and foster home certification; Foster-adoption program for foster parents who want to move toward adoption; Treatment foster care, providing specialized training for foster parents for clients requiring a higher level of care, 10,658 days of care provided. 1158726 Transitional Living Programs - Aims to reduce homelessness among current and former 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 provided 1,998 days of care. The Transitional Housing Plus Foster Care program provided 10,156 days of care. 39510 Community Based Services - provides community-based foster homes. It also provides community-based education through an alcohol and drug intervention and anger management course at a local school district. During the year covered, 328 clients were served. 1205735 Transitional Shelter Care Program (TSC) - The TSC is a shelter care program for 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 18-21 and their dependent children if they have any with them. By law, they are supposed to be placed by LA County into a placement within 72 hours, but that often does not happen because of the high need of these youth. During 2016, 462 youth were served. 3373869 1424697 43540 12679930 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 31 0 1 332 1 0 0 0 0 0 1 1 0 0 0 0 X 18 18 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 Arun Tolia Board President 1.00 X X 0 0 0 Sabina Sullivan Board Vice President 1.00 X X 0 0 0 Timothy Evans Treasurer 1.00 X X 0 0 0 Clara Soto Ivey Secretary(term end March) 1.00 X X 0 0 0 Ellenor Hodson Secretary 1.00 X 0 0 0 Brian Bowcock Board Member 1.00 X 0 0 0 Ofelia Ceja-Lariviere Board Member 1.00 X 0 0 0 Judy Cosgrove Board Member(term end March) 1.00 X 0 0 0 Darcy Coulter Board Member 1.00 X 0 0 0 Bob Dalton Board Member 1.00 X 0 0 0 Carrie Garrett Board Member 1.00 X 0 0 0 Patricia Guild Board Member 1.00 X 0 0 0 Mary Hawkins Board Member(term end Feb.) 1.00 X 0 0 0 Robert Johnston Board Member 1.00 X 0 0 0 Peg Jones 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 Amanda Thompson Board Member(term end March) 1.00 X 0 0 0 Donald Van Fleet Board Member 1.00 X 0 0 0 Cindy Walkenbach Board Member 1.00 X 0 0 0 Amaryllis Watkins Board Member 1.00 X 0 0 0 Jerry Watkins Board Member(term end May) 1.00 X 0 0 0 Karen Zubiate-Beauchamp Board Member 1.00 X 0 0 0 Charles Rich Executive Director 50.00 X 154953 0 9205 Phoebe Miyamoto Finance Director 40.00 X 90379 0 7777 245332 0 16982 1 0 1 0 LTD Construction Services 358 East Foothill Suite 100 San Dimas CA 91773 Property improvements 457375 Huntington Culinary 7071 Warner Ave Ste F714 Huntington Beach CA 92647 Food services 337665 2 25222 13799987 866175 370367 14691384 Nonpublic School Management Fees 611600 87936 87936 Private Placement Fees 623990 43540 43540 131476 26578 26578 44478 0 44478 44478 44478 22913 25222 22913 0 728140 277269 450871 450871 Miscellaneous income 900099 65493 65493 65493 15410280 131476 0 587420 1424697 1424697 1347670 1347670 262314 262314 8048048 6818843 691792 537413 121880 106535 7364 7981 998829 827655 109168 62006 603338 497771 65420 40147 12953 12953 73347 73347 158337 138196 18620 1521 502602 364953 102946 34703 14669 14669 947378 638493 302604 6281 234840 160964 36142 37734 44310 25233 19077 14991 2734 12257 131929 108472 14908 8549 177721 30953 146768 Miscellaneous 149859 103167 22194 24498 In-kind goods used 62826 62826 Dues & subscriptions 28368 1425 26812 131 Program supplies 4674 4674 3483 2411 1072 15369063 12679930 1927097 762036 852007 1432399 3074583 2164417 41483 18103 1012326 1959418 52369 54115 74486 83942 7356376 5221283 1106950 2135093 181975 123538 6396179 7971025 1356048 1723288 839729 1621303 169009 569731 2364786 3914322 X 3692486 3657106 259254 319944 79653 79653 4031393 4056703 6396179 7971025 X 41217 -15907 X 0 1 X 1 1 1 X 6116696 11373922 12128148 12436379 14748466 56803611 6116696 11373922 12128148 12436379 14748466 56803611 56803611 26880 26880 23785 27156 71056 175757 40471 14369 167618 77814 57082 357354 57336722 5970367 0.99070 0.98940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 79653 19 19 79653 79653 22 22 79653 79653 8 8 79653 79653 6 6 79653 79653 4 4 79653 1.00000 0 0 417774 417774 4877155 3833318 1043837 1476442 1387965 88477 585005 585005 2135093 X 15394373 -15907 -15907 15410280 0 15410280 15369063 0 15369063 0 15369063 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. Part XI, Line 2d - Other Adjustments: Change in value of split-interest agreement -15,907. Notes of Love 48135 25222 22913 22913 48135 25222 22913 22913 22913 0 1 Ettie Lee Homes Inc PO Box 339 Baldwin Park CA 91706 951949862 501(c)(3) 795275 General support Nuevo Amanecer Latino Children's Services 5400 Pomona Blvd Los Angeles CA 90022 954526760 501(c)(3) 629422 General support Specific assistance to individuals & foster parents 1790 1347670 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. 0 0 0 0 0 0 0 0 0 Charles Rich Executive Director 154953 0 0 0 0 0 4645 0 4560 0 164158 0 0 0 X 750 FMV X 50000 FMV X 5 40720 FMV 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 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. 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 in another organization's website (www.guidestar.org). Form 990, Part XI, line 9: Change in value of split-interest agreements -15,907.