2016-10-27T15:37:33-05:00 2015-12-31 954557617 Harrington Group CPAs LLP 234 East Colorado Blvd Suite M150 Pasadena CA 91101 990 2015-01-01 951660346 David and Margaret Home Inc DAVI 9095965921 1350 Third Street La Verne CA 91750 Charles Rich Executive Director 9095965921 2016-10-27 1 Sean E Cain CPA P01612986 6264036801 2015 2017-02-10 21:41:12Z Charles Rich 1350 Third Street La Verne CA 91750 13427118 0 X www.davidandmargaret.org X 1910 CA Therapeutic assistance to abused, neglected, and behaviorally challenged children, youth and their families. 17 17 290 164 0 0 12128148 12436379 139894 135897 599428 3276 625305 533861 13492775 13109413 1299582 2043746 0 0 8700701 8364458 0 0 889655 2773466 2319420 12773749 12727624 719026 381789 5827036 6396179 2185143 2364786 3641893 4031393 X The David & Margaret Home empowers children, youth and families through culturally diverse services that foster emotional, educational, spiritual and identity development. 0 0 2949964 1319878 135897 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, 11,846 days of care were provided. 1330578 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, 325 clients were served. 3643405 Division 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. 53785 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, 51 clients were served. 978046 723868 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, 11,683 days of care provided. 847898 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 2,087 days of care. The Transitional Housing Plus Foster Care program provided 7,796 days of care. 206309 Community Based Services - provides community-based foster homes and services for boys and girls ages 0-18 as well as adoption services. The agency's Learning Enhancement Center helps clients develop visual, auditory, and motor skills to be able to overcome learning disabilities. It also provides community-based education through an alcohol and drug intervention and anger management course and provides low-cost counseling. During the year covered, 327 clients were served. 2086038 723868 10009985 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 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 28 0 1 290 1 0 0 0 0 0 1 1 0 0 0 0 X 17 17 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 1.00 X X 0 0 0 Brian Bowcock Board Member 1.00 X 0 0 0 Judy Cosgrove Board Member 1.00 X 0 0 0 Darcy Coulter Board Member 1.00 X 0 0 0 Carrie Garrett Board Member 1.00 X 0 0 0 Mary Hawkins Board Member 1.00 X 0 0 0 Ellenor Hodson Board Member 1.00 X 0 0 0 Peg Jones Board Member 1.00 X 0 0 0 Thomas Osborn Board Member 1.00 X 0 0 0 Amanda Thompson Board Member 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 Jerry 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 125096 0 3307 Phoebe Miyamoto Finance Director 40.00 X 84668 0 3071 209764 0 6378 1 0 0 0 Huntington Culinary 7071 Warner Ave Ste F714 Huntington Beach CA 92647 Food services 302981 Centre Construction Services PO Box 843 Lemon Street Walnut CA 91788 Property improvements 120044 2 5221 47518 11197388 1186252 495869 12436379 Nonpublic School Management Fees 611600 87936 87936 Private Placement Fees 623990 47961 47961 135897 3276 3276 23880 0 23880 23880 23880 29106 5221 29106 0 720766 288599 432167 432167 Miscellaneous income 900099 77814 77814 77814 13109413 135897 0 537137 723868 723868 1319878 1319878 216142 216142 6727600 5500072 667958 559570 105614 89401 7441 8772 804911 642547 99319 63045 510191 405316 63439 41436 566 566 68037 68037 209863 121218 17764 70881 456651 276391 145110 35150 834246 524010 301915 8321 227059 154455 31613 40991 29692 20642 8318 732 12274 455 11819 135621 107472 17190 10959 156826 23247 133579 Miscellaneous 79068 26073 4153 48842 In-kind goods used 73096 73096 Dues & subscriptions 32323 1844 30434 45 Assistance to individua 2059 1148 911 2039 2039 12727624 10009985 1827984 889655 2220307 852007 1046620 3074583 60093 41483 1240562 1012326 51308 52369 58713 74486 6196305 5089355 987211 1106950 162222 181975 5827036 6396179 1149767 1356048 821877 839729 213499 169009 2185143 2364786 X 3499121 3692486 63119 259254 79653 79653 3641893 4031393 5827036 6396179 X 381789 7711 X 0 1 X 1 1 1 X 6381235 6116696 11373922 12128148 12436379 48436380 6381235 6116696 11373922 12128148 12436379 48436380 48436380 83266 26880 26880 23785 27156 187967 31585 40471 14369 167618 77814 331857 48956204 7692250 0.98940 0.98410 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 79653 22 22 79653 79653 8 8 79653 79653 6 6 79653 79653 4 4 79653 79653 449 449 79653 1.00000 0 0 275698 275698 4428506 3732879 695627 1476442 1356476 119966 15659 15659 1106950 X 13117124 7711 7711 13109413 0 13109413 12727624 0 12727624 0 12727624 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 7,711. Notes of Love 34327 5221 29106 11390 1400 16316 34327 5221 29106 11390 1400 16316 29106 0 1 Ettie Lee Homes Inc PO Box 339 Baldwin Park CA 91706 951949862 501(c)(3) 564207 General support Nuevo Amanecer Latino Children's Services 5400 Pomona Blvd Los Angeles CA 90022 954526760 501(c)(3) 159661 General support 2 Specific assistance to individuals & foster parents 1480 1319878 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. X 1500 FMV X 50000 FMV X 30 247684 FMV X General merchandise 10 196685 FMV 0 1 0 Part I, Column (b): Number of contribution determined by number of donors Form 990, Part VI, Section B, line 11 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 7,711.