HATHAWAY-SYCAMORES CHILD AND FAMILY SERVICES: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- HATHAWAY-SYCAMORES CHILD AND FAMILY SERVICES (EIN 95-1691005)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-02-04
- IRS object ID
- 201520359349301272
- Schema version
- 2013v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-02-04T15:37:21-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 951777440 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREEN HASSON & JANKS LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10990 WILSHIRE BLVD 16TH FLOOR | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 900243929 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951691005 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HATHAWAY-SYCAMORES CHILD AND FAMILY SERVICES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HATH | BusinessNameControlTxt |
| Phone | 6263957100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 S DELACEY AVENUE NO 110 | AddressLine1 |
| City | PASADENA | City |
| State | CA | State |
| ZIP Code | 911052074 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CYNTHIA PERLEY | PersonNm |
| Person Title | EVP OF OPERATIONS/CFO | PersonTitleTxt |
| Phone | 6263957100 | PhoneNum |
| Signature | 2015-01-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD L RUVELSON | PreparerPersonNm |
| PTIN | P00234075 | PTIN |
| Phone | 3108731600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | WILLIAM P MARTONE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 S DELACEY AVENUE NO 110 | AddressLine1 |
| City | PASADENA | City |
| State | CA | State |
| ZIP Code | 911052074 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $51,984,387 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HATHAWAY-SYCAMORES.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1920 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | CULTIVATING HOPE & RESILIENCE TO ENRICH THE WELL-BEING OF CHILDREN, ADULTS, FAMILIES & COMMUNITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 818 | TotalEmployeeCnt |
| Total Volunteers | 300 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $51,726,716 | PYContributionsGrantsAmt |
| CY Contributions Grants | $50,723,080 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,238,696 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,059,138 | CYProgramServiceRevenueAmt |
| PY Investment Income | $72,040 | PYInvestmentIncomeAmt |
| CY Investment Income | $11,488 | CYInvestmentIncomeAmt |
| PY Other Revenue | $27,356 | PYOtherRevenueAmt |
| CY Other Revenue | $23,691 | CYOtherRevenueAmt |
| PY Total Revenue | $53,064,808 | PYTotalRevenueAmt |
| CY Total Revenue | $51,817,397 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $789,062 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $699,748 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $40,164,095 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $39,986,912 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $555,938 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $11,984,254 | PYOtherExpensesAmt |
| CY Other Expenses | $12,048,210 | CYOtherExpensesAmt |
| PY Total Expenses | $52,937,411 | PYTotalExpensesAmt |
| CY Total Expenses | $52,734,870 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $127,397 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$917,473 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $19,988,090 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,129,687 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,243,928 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,042,665 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $14,744,162 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $16,087,022 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | HATHAWAY-SYCAMORES PROVIDES SERVICES TO EMOTIONALLY DISTURBED CHILDREN AND FAMILIES WITHIN THE COMMUNITY, I.E. TRANSITIONAL INDEPENDENT LIVING SERVICES & WORKABILITY PROGRAMS FOR YOUTH EMANCIPATING FROM THE FOSTER CARE SYSTEM. IN-HOME SERVICES OFFER MENTAL HEALTH & SUPPORT SERVICES THAT ALLOW CHILDREN WITH PROBLEM BEHAVIORS TO REMAIN AT HOME. SCHOOL-BASED MENTAL HEALTH SERVICES IN LOCAL PUBLIC SCHOOLS OFFER INDIVIDUAL, GROUP AND FAMILY THERAPY, CRISIS INTERVENTION, AND ASSESSMENT SERVICES. THERAPEUTIC BEHAVIORAL SERVICES, OUTPATIENT SERVICES, EDUCATIONAL SERVICES, PARTNERSHIPS AND COMMUNITY ENGAGEMENT (PACE), CONNECTIONS/WRAPAROUND, PSYCHOLOGICAL & PSYCHIATRIC SERVICES ARE ALSO PART OF THE AGENCY'S SERVICES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $35,922,470 | ExpenseAmt |
| Desc | DMH HOME-BASED SERVICES:IN-HOME SERVICES AND FULL SERVICE PARTNERSHIPS OFFER MENTAL HEALTH AND SUPPORT SERVICES THAT ALLOW CHILDREN WITH PROBLEM BEHAVIORS TO REMAIN AT HOME. A TEAM APPROACH PROVIDES A COMPREHENSIVE PACKAGE OF TOOLS AND SOLUTIONS THAT ALLOW CHILDREN AND THEIR FAMILIES TO SUCCEED ON THEIROWN. IN-HOME FAMILY SERVICES (IHFS) IS DESIGNED TO SERVE "AT-RISK CHILDREN" AND THEIR FAMILIES, INCLUDING FOSTER FAMILIES, AS THEY DEAL WITH PROBLEM BEHAVIORS. IHFS UTILIZES A "WRAPAROUND" PHILOSOPHY THAT FOCUSES ON THE NEEDS AND STRENGTHS OF THE CHILD AND FAMILY. OUR MISSION IS TO BRING A COMPREHENSIVE PACKAGE OF SOLUTIONS AND SUPPORT TO OUR CLIENTS THAT WILL ALLOW THEM TO REACH THEIR OWN GOALS AND GRADUALLY DISCONTINUE OUR SERVICES. WHILE WORKING AS A TEAM WITH THE FAMILY, WE MAY PROVIDE THERAPY, LOOK FOR THE BEST SCHOOL FOR THE CHILD, DO RESEARCH OR WORK TO ENHANCE SOCIAL AND PARENTING SKILLS.OUTPATIENT/PSYCHIATRIC SERVICES:OUTPATIENT/PSYCHIATRIC SERVICES PROVIDE EASY ACCESS TO MENTAL HEALTH CARE AND CASE MANAGEMENT FOR BOTH LONG AND SHORT-TERM PROBLEMS FOR CHILDREN AND FAMILIES LIVING IN LOS ANGELES COUNTY. INDIVIDUAL, FAMILY AND GROUP THERAPY, AND CRISIS INTERVENTION, AS WELL AS SERVICES FOR LONGER TERM PROBLEMS ARE AVAILABLE. DIAGNOSTIC ASSESSMENT AND REFERRALS ARE OFFERED. THIS PROGRAM SERVES CHILDREN FROM INFANCY TO AGE 21 AND THEIR FAMILIES. TREATMENT IS AVAILABLE FOR PHYSICAL OR SEXUAL ABUSE, SUICIDAL THOUGHTS OR ACTIONS, DISABLING BEHAVIORAL OR EMOTIONAL SYMPTOMS AND MENTAL ILLNESS. THE STAFF IS PREPARED TO DEAL WITH PROBLEMS AT HOME, IN THE SCHOOL, OR IN THE COMMUNITY.PACE:PARTNERSHIPS AND COMMUNITY ENGAGEMENT (PACE) MENTAL HEALTH SERVICES PROVIDE A WIDE VARIETY OF DIVERSE COMMUNITY-BASED SERVICES TO MEET THE NEEDS OF YOUTH AND FAMILIES IN A TREATMENT SETTING AND WITHIN THEIR OWN COMMUNITY. ACTIVITIES AND SERVICES ARE TAILORED TO THE UNIQUE STRENGTHS, DEVELOPMENTAL NEEDS, AND VALUES OF THE CHILD AND FAMILY SERVED. PACE PROVIDES GROUPS AND ACTIVITIES TO SUPPORT CHILDREN IN IDENTIFYING THEIR NEEDS AND ADDRESSING UNDERLYING BEHAVIORS SO THAT THEY CAN IMPROVE THEIR DAILY FUNCTIONING. FAMILIES PLAY A KEY ROLE IN THIS PROCESS AND ARE PART OF A COLLABORATIVE TEAM THAT INCLUDES CLINICIANS AND PACE ACTIVITY STAFF. PACE ACTIVITIES AND GROUPS ARE DESIGNED TO SUPPORT CHILDREN IN OBTAINING THE SKILLS NEEDED TO BE SUCCESSFUL AT HOME IN THEIR COMMUNITY. THIS PROCESS UTILIZES A RICH VARIETY OF STRATEGIES AND ACTIVITIES TO ENGAGE THE CHILD AND FAMILY IN THE OVERALL TREATMENT PROGRAM. AS CHILDREN PROGRESS TOWARD THEIR GOALS, PACE ACTIVITIES ASSIST FAMILIES IN IDENTIFYING COMMUNITY RESOURCES AND NATURAL SUPPORTS AVAILABLE. PACE ACTIVITIES DEVELOP SKILLS AND COMPETENCIES THAT ARE COMPREHENSIVE AND ADAPTABLE TO ENABLE THE CHILD TO LIVE A HEALTHY, PRODUCTIVE LIFE.SCHOOL-BASED SERVICES:MENTAL HEALTH SERVICES AT PUBLIC SCHOOLS, HATHAWAY-SYCAMORES SERVES LOCAL PUBLIC SCHOOLS OFFERING INDIVIDUAL, GROUP AND FAMILY THERAPY, CRISIS INTERVENTION, AND ASSESSMENT SERVICES FOR STUDENTS TO HELP THEM MANAGE STRESS AND ACHIEVE GREATER ACADEMIC SUCCESS. THE PROGRAM PROVIDES CRISIS INTERVENTION, INDIVIDUAL, GROUP AND FAMILY THERAPY FOR STUDENTS AND THEIR FAMILIES. THIS PROGRAM ALSO PROVIDES LINKAGE SERVICES TO OTHER AGENCIES, IN-HOME FAMILY SUPPORT AND ACCESS TO MEDICATION SUPPORT. HAVING MENTAL HEALTH SERVICES AVAILABLE AT THE SCHOOL SITES PROVIDES STUDENTS ACCESS TO MUCH NEEDED CARE AND COUNSELING THAT WOULD OTHERWISE BE UNAVAILABLE DUE TO TRANSPORTATIONDIFFICULTIES, FINANCIAL OR TIME CONSTRAINTS.THERAPEUTIC BEHAVIORAL SERVICES:THERAPEUTIC BEHAVIORAL SERVICES PROVIDES A ONE-TO-ONE THERAPEUTIC CONTACT BETWEEN A MENTAL HEALTH PROVIDER AND A CHILD/YOUTH FOR A SPECIFIC SHORT PERIOD OF TIME. THE CONTACTS ARE DESIGNED TO MAINTAIN THE CHILD/YOUTH'S RESIDENTIAL PLACEMENT AT THE LOWEST APPROPRIATE LEVEL BY RESOLVING TARGET BEHAVIORS AND ACHIEVING SHORT-TERM TREATMENT GOALS. HATHAWAY-SYCAMORES RECEIVES REFERRALS FROM MANY AGENCIES IN LA COUNTY, RESULTING IN OUR CURRENT STATUS AS ONE OF THE LARGEST TBS PROVIDER IN LA COUNTY. FAMILIES, FRIENDS AND COMMUNITIES PARTNER WITH HATHAWAY- SYCAMORES TO ENGAGE IN A "TEAM" APPROACH TO DEVELOPING WINNING SOLUTIONS THAT ACHIEVE SUCCESSFUL OUTCOMES FOR THE INDIVIDUAL CHILD/YOUTH AND CAREGIVER. THE TEAM IS MADE UP OF KEY INDIVIDUALS IDENTIFIED BY THOSE INVOLVED IN THE CHILD'S LIFE. TEAM BUILDING IS ACCOMPLISHED THROUGH A SERIES OF PRE-SERVICE MEETINGS AND THEN INTENSIVE SCHEDULED CONTACTS WITH THE CHILD AND HIS/HER CAREGIVER, WITH THE GOAL OF RESOLVING TARGET BEHAVIORS AND ACHIEVING SHORT-TERM TREATMENT GOALS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,699,159 | ExpenseAmt |
| Desc | WRAPAROUND/CONNECTIONSHATHAWAY-SYCAMORES CONNECTIONS IS DEVELOPED FOR HIGH-RISK YOUTH WITH SERIOUS EMOTIONAL AND BEHAVIORAL PROBLEMS, WRAPAROUND IS USED AS AN ALTERNATIVE TO RESIDENTIAL OR GROUP HOME INSTITUTIONAL CARE. THE GOAL IS TO KEEP THE CHILD AT HOME WHILE RECEIVING TREATMENT OR IF THE CHILD IS ALREADY IN INSTITUTIONAL CARE, TO RETURN THEM HOME SOONER. THIS PROGRAM IS DESIGNED TO "WRAP" SERVICES AND SUPPORTS AROUND A CHILD AND FAMILY, TO PREVENT THE CHILD FROM LEAVING HOME TO RECEIVE SERVICES. THIS PROCESS ENCOMPASSES A VARIETY OF PROGRAMS AND SERVICES BASED ON THE NEEDS OF THE CHILD AND FAMILY INVOLVED. THE PURPOSE OF WRAPAROUND IS TO ESTABLISH ONE WORKING PLAN EVEN IF THE CHILD IS RECEIVING SERVICES FROM OTHER AGENCIES IN ADDITION TO THE SERVICES PROVIDED BY HATHAWAY-SYCAMORES CHILD AND FAMILY SERVICES. CONNECTIONS OFFERS CHILDREN AND FAMILIES TEAM NETWORKING AND RESOURCE DEVELOPMENT, ONE-TO-ONE SUPPORT FOR PARENTS AND CHILDREN, CRISIS INTERVENTION, INDIVIDUAL AND FAMILY CLINICAL SERVICES, EDUCATIONAL SUPPORT SERVICES AND INTEGRATED PLANNING FOR LONG-TERM COMMUNITY RESOURCES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,019,551 | ExpenseAmt |
| Desc | RESIDENTIAL BASED SERVICES (RBS):RBS IS A PROGRAM IN CONJUNCTION WITH THE STATE OF CALIFORNIA DESIGNED TO MOVE CHILDREN OUT OF RESIDENTIAL TREATMENT MORE QUICKLY AND BACK INTO THEIR OWN HOMES OR FOSTER/ADOPTIVE HOMES. THE RESIDENTIAL BASED SERVICES SEEKS TO SHORTEN STAYS IN RESIDENTIAL TREATMENT BY DEVELOPING A TREATMENT TEAM TO WORK WITH THE CHILD FROM HIS FIRST DAY IN RESIDENTIAL CARE. THE TREATMENT TEAM WORKS WITH THE CHILD AND FAMILY DURING HIS STAY AS WELL AS AFTER HE IS DISCHARGED TO ENSURE THAT HE SAFELY REMAINS IN THE HOME. OUR GOAL IS TO PROVIDE ALL OF OUR CHILDREN WITH SAFE, STABLE AND PERMANENT HOMES AND THUS HATHAWAY-SYCAMORES HAS INTEGRATED THE PRINCIPLES OF BUILDING BRIDGES INITIATIVE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,125,536 | ExpenseAmt |
| Grant | $699,748 | GrantAmt |
| Revenue | $1,059,138 | RevenueAmt |
| Desc | FOSTER CARE AND ADOPTION SERVICES:PROVIDE THERAPEUTIC PLACEMENTS FOR CHILDREN IN THE FOSTER CARE SYSTEM AND ADOPTIVE FAMILIES FOR SPECIAL-NEEDS CHILDREN IN LOS ANGELES COUNTY.EDUCATIONAL SERVICES:TO MEET THE EDUCATIONAL NEEDS OF STUDENTS WITH EMOTIONAL AND/OR LEARNING DISABILITIES WHO REQUIRE SPECIALIZED INSTRUCTION IN A NON-PUBLIC SCHOOL SETTING.MENTAL HEALTH SERVICES:PROVIDE INDIVIDUAL AND FAMILY COUNSELING AT HATHAWAY-SYCAMORES' FAMILY RESOURCE CENTER, LOCATED IN HIGHLAND PARK.OUTREACH PROGRAMS:PROVIDE AFTER-SCHOOL ENRICHMENT PROGRAMS FOR CHILDREN, ADULT EDUCATION CLASSES, ACCESS TO COMMUNITY TECHNOLOGY CENTERS, AND OTHER PREVENTION PROGRAMS DESIGNED TO HELP BREAK THE CYCLE OF POVERTY AND TO ENRICH AND EMPOWER FAMILIES AND THEIR COMMUNITIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $5,125,536 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $699,748 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $1,059,138 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $46,766,716 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 110 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 818 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CYNTHIA PERLEY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6263957100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 S DELACEY AVE STE 110 | AddressLine1 |
| City | PASADENA | City |
| State | CA | State |
| ZIP Code | 91105 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JOHN AMATO | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID A BATTAGLIA | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRADFORD FREER | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JENNIFER GOWEN | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH HOXWORTH | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JANET HOTCHKIN-TINOCO | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK JEWELL | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JENNIFER LE BLANC | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PAULETTE B LANG | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN SUH | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TONY TARTAGLIA | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NANCY THOMAS | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ALLEN ULIBARRI | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LARRY WEBB | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT LEWIS | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID LEVY | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GAURAV MALHOTRA | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LORI PELLICCIONI | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LILIA VILLARREAL | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HENRY MATSON | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RENEE LABRAN | ||||||||
| PAST CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| MICHAEL R GALPER | ||||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| SCOTT HODGKINS | ||||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| WILLIAM P MARTONE | ||||||||
| PRESIDENT/CEO | 40.00 | $277,220 | $0 | $26,215 | Yes (X) | |||
| CYNTHIA PERLEY | ||||||||
| EVP OF OPERATIONS/CFO | 40.00 | $170,559 | $0 | $7,025 | Yes (X) | |||
| DEBRA K MANNERS | ||||||||
| SR. EXECUTIVE VP | 40.00 | $222,072 | $0 | $14,303 | Yes (X) | |||
| ROBERT F MYERS | ||||||||
| EVP OF FUND DEVELOPMENT | 40.00 | $196,258 | $0 | $19,299 | Yes (X) | |||
| SAMUEL J HEINRICHS | ||||||||
| EVP OF PROGRAMS | 40.00 | $148,768 | $0 | $7,060 | Yes (X) | |||
| TONYA NOWAKOWSKI | ||||||||
| EVP OF CLINICAL CARE | 40.00 | $130,446 | $0 | $15,382 | Yes (X) | |||
| JOANNE COCHRAN | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | $122,368 | $0 | $5,020 | Yes (X) | |||
| EMILY MC GRATH | ||||||||
| VP OF PROGRAM EVAL., RESEARCH & EBP | 40.00 | $121,695 | $0 | $9,951 | Yes (X) | |||
| JOSEPH FORD | ||||||||
| VP OF RES., RBS, CLIN., FFA & ADOPT. | 40.00 | $114,059 | $0 | $12,006 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,503,445 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $116,261 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 15 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| OSCAR ROSAS MD | |||||
| 4173 CAMBRIDGE ROAD | LA CANADA | CA | 91011 | PSYCHIATRIST | $241,314 |
| FAY READ KAGAN MD | |||||
| 655 HAVERNFORD AVENUE | PACIFIC PALISADES | CA | 90272 | PSYCHIATRIST | $210,742 |
| ALLAN MCDONALD MD | |||||
| PO BOX 50640 | PASADENA | CA | 91115 | PSYCHIATRIST | $185,718 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $165,778 | FundraisingAmt |
| Government Grants | $49,385,072 | GovernmentGrantsAmt |
| All Other Contributions | $1,172,230 | AllOtherContributionsAmt |
| Noncash Contributions | $112,679 | NoncashContributionsAmt |
| Total Contributions | $50,723,080 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM SERVICE REVENUE | Desc |
| Business | 611600 | BusinessCd |
| Total Revenue Column | $1,059,138 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,059,138 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,059,138 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,667 | TotalRevenueColumnAmt |
| Exclusion | $8,667 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $54,924 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $52,103 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,821 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,821 | TotalRevenueColumnAmt |
| Exclusion | $2,821 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $114,887 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $165,778 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $114,887 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $23,691 | TotalRevenueColumnAmt |
| Exclusion | $23,691 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $23,691 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $51,817,397 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,059,138 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $35,179 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $699,748 | TotalAmt |
| Program Services | $699,748 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $949,609 | TotalAmt |
| Program Services | $866,668 | ProgramServicesAmt |
| Management And General | $73,595 | ManagementAndGeneralAmt |
| Fundraising | $9,346 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,031,965 | TotalAmt |
| Program Services | $28,321,922 | ProgramServicesAmt |
| Management And General | $2,404,661 | ManagementAndGeneralAmt |
| Fundraising | $305,382 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $858,984 | TotalAmt |
| Program Services | $783,824 | ProgramServicesAmt |
| Management And General | $66,699 | ManagementAndGeneralAmt |
| Fundraising | $8,461 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,868,649 | TotalAmt |
| Program Services | $4,442,648 | ProgramServicesAmt |
| Management And General | $378,043 | ManagementAndGeneralAmt |
| Fundraising | $47,958 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,277,705 | TotalAmt |
| Program Services | $2,078,409 | ProgramServicesAmt |
| Management And General | $176,860 | ManagementAndGeneralAmt |
| Fundraising | $22,436 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $300,440 | TotalAmt |
| Management And General | $300,440 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,495 | TotalAmt |
| Management And General | $91,495 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $510 | TotalAmt |
| Management And General | $510 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,124,819 | TotalAmt |
| Program Services | $827,531 | ProgramServicesAmt |
| Management And General | $297,223 | ManagementAndGeneralAmt |
| Fundraising | $65 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $432,895 | TotalAmt |
| Program Services | $340,569 | ProgramServicesAmt |
| Management And General | $63,805 | ManagementAndGeneralAmt |
| Fundraising | $28,521 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,176,522 | TotalAmt |
| Program Services | $2,046,034 | ProgramServicesAmt |
| Management And General | $115,161 | ManagementAndGeneralAmt |
| Fundraising | $15,327 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,775,839 | TotalAmt |
| Program Services | $2,132,943 | ProgramServicesAmt |
| Management And General | $642,896 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $828,380 | TotalAmt |
| Program Services | $821,927 | ProgramServicesAmt |
| Management And General | $5,918 | ManagementAndGeneralAmt |
| Fundraising | $535 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $202,422 | TotalAmt |
| Program Services | $126,192 | ProgramServicesAmt |
| Management And General | $74,033 | ManagementAndGeneralAmt |
| Fundraising | $2,197 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,915 | TotalAmt |
| Management And General | $2,915 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $458,548 | TotalAmt |
| Program Services | $458,221 | ProgramServicesAmt |
| Fundraising | $327 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $403,486 | TotalAmt |
| Program Services | $403,486 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OPERATION COSTS | $2,654,946 | $2,080,954 | $573,992 | |
| TRAINING AND EDUCATION | $159,875 | $103,857 | $55,921 | $97 |
| IN-KIND GOODS | $112,679 | $112,679 | ||
| RECRUITING AND HIRING | $75,608 | $377 | $75,231 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $246,831 | TotalAmt |
| Program Services | $231,406 | ProgramServicesAmt |
| Management And General | $12,818 | ManagementAndGeneralAmt |
| Fundraising | $2,607 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,734,870 | TotalAmt |
| Program Services | $46,766,716 | ProgramServicesAmt |
| Management And General | $5,412,216 | ManagementAndGeneralAmt |
| Fundraising | $555,938 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $923,485 | BOYAmt |
| EOY | $1,015,281 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,010,965 | BOYAmt |
| EOY | $3,964,629 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,385 | BOYAmt |
| EOY | $2,772 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $869,056 | BOYAmt |
| EOY | $1,168,181 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $428,804 | BOYAmt |
| EOY | $440,919 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $10,381,084 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,698,493 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,660,762 | BOYAmt |
| EOY | $1,682,591 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,995 | BOYAmt |
| EOY | $16,441 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,049,638 | BOYAmt |
| EOY | $13,838,873 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,988,090 | BOYAmt |
| EOY | $22,129,687 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,237,678 | BOYAmt |
| EOY | $5,062,987 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $686,250 | BOYAmt |
| EOY | $657,678 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $320,000 | BOYAmt |
| EOY | $322,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,243,928 | BOYAmt |
| EOY | $6,042,665 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,135,498 | BOYAmt |
| EOY | $12,454,370 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,370,284 | BOYAmt |
| EOY | $571,662 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,238,380 | BOYAmt |
| EOY | $3,060,990 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,744,162 | BOYAmt |
| EOY | $16,087,022 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,988,090 | BOYAmt |
| EOY | $22,129,687 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$917,473 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $2,260,333 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $42,261,797 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $44,844,264 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $50,781,203 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $51,726,716 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $50,723,080 | CurrentTaxYearAmt |
| Total | $240,337,060 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $42,261,797 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $44,844,264 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $50,781,203 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $51,726,716 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $50,723,080 | CurrentTaxYearAmt |
| Total | $240,337,060 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $240,337,060 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $38,896 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $41,264 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,424 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $71,194 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,667 | CurrentTaxYearAmt |
| Total | $175,445 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $41,518 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $81,425 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $37,126 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,356 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,691 | CurrentTaxYearAmt |
| Total | $211,116 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $240,723,621 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $6,086,754 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99840 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99800 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,238,380 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $822,610 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $3,060,990 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,144,426 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $93,954 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,238,380 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,832,509 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$272,165 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $415,918 | AdministrativeExpensesAmt |
| End Year Balance | $2,144,426 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,559,244 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $277,266 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,001 | GrantsOrScholarshipsAmt |
| End Year Balance | $2,832,509 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,367,739 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $191,505 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,559,244 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $579,612 | OtherCostOrOtherBasisAmt |
| Book Value | $579,612 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,292,892 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,720,520 | DepreciationAmt |
| Book Value | $572,372 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $967,232 | OtherCostOrOtherBasisAmt |
| Depreciation | $849,726 | DepreciationAmt |
| Book Value | $117,506 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,167,219 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,856,535 | DepreciationAmt |
| Book Value | $310,684 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $374,129 | OtherCostOrOtherBasisAmt |
| Depreciation | $271,712 | DepreciationAmt |
| Book Value | $102,417 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,682,591 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTEREST IN PERPETUAL TRUSTS | $13,375,358 |
| BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUST | $362,384 |
| DEPOSITS | $101,131 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $13,838,873 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNEMPLOYMENT RESERVE | Desc |
| Amt | $322,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $322,000 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $54,192,107 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $2,375,220 | OtherRevenueAmt |
| Revenue Not Reported | $2,375,220 | RevenueNotReportedAmt |
| Revenue Subtotal | $51,816,887 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $510 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $510 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $51,817,397 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $52,849,247 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $114,887 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $114,887 | ExpensesNotReportedAmt |
| Expenses Subtotal | $52,734,360 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $510 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $510 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $52,734,870 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | INCOME FROM DONOR RESTRICTED DONATIONS IS USED FOR SCHOLARSHIPS AND GENERAL OPERATIONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUSTS 41,168. CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS 2,219,165. SPECIAL EVENT EXPENSES RECLASS 114,887. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES RECLASS 114,887. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | CELEBRATING CHILDREN | NameOfEvent1Amt |
| Gross Receipts Event1 | $138,665 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $99,586 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $39,079 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $25,332 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $13,747 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | SHOT-AT-A-MILLION | NameOfEvent2Amt |
| Gross Receipts Event2 | $87,803 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $34,465 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $53,338 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $157 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $20,396 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $12,053 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $3,757 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $16,975 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $54,197 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $31,727 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $22,470 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $15,687 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $6,783 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $280,665 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $165,778 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $114,887 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $157 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $20,396 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $53,072 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $3,757 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $37,505 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $114,887 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|
| SPECIFIC ASSISTANCE TO INDIVIDUALS | 594 | $293,291 | FMV | N/A |
| FOSTER PARENT PAYMENT | 23 | $406,457 | FMV | N/A |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION MONITORS THE USE OF FUNDS THAT ARE PROVIDED TO INDIVIDUALS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLIAM P MARTONE | ||||||||||||||
| PRESIDENT/CEO | $257,526 | $0 | $0 | $0 | $19,694 | $0 | $10,200 | $0 | $16,015 | $0 | $303,435 | $0 | $0 | $0 |
| CYNTHIA PERLEY | ||||||||||||||
| EVP OF OPERATIONS/CFO | $170,559 | $0 | $0 | $0 | $0 | $0 | $6,790 | $0 | $235 | $0 | $177,584 | $0 | $0 | $0 |
| DEBRA K MANNERS | ||||||||||||||
| SR. EXECUTIVE VP | $215,522 | $0 | $0 | $0 | $6,550 | $0 | $8,994 | $0 | $5,309 | $0 | $236,375 | $0 | $0 | $0 |
| ROBERT F MYERS | ||||||||||||||
| EVP OF FUND DEVELOPMENT | $196,258 | $0 | $0 | $0 | $0 | $0 | $8,077 | $0 | $11,222 | $0 | $215,557 | $0 | $0 | $0 |
| SAMUEL J HEINRICHS | ||||||||||||||
| EVP OF PROGRAMS | $148,768 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $7,060 | $0 | $155,828 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LARRY WEBB | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | LARRY WEBB IS A BOARD MEMBER OF HATHAWAY-SYCAMORES. | RelationshipDescriptionTxt |
| Transaction | $131,421 | TransactionAmt |
| Transaction | LARRY WEBB IS THE EXECUTIVE VICE PRESIDENT OF SULLIVAN CURTIS MONROE, WHICH PROVIDE INSURANCE SERVICES TO THE ORGANIZATION. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $250 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $112,429 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 IS REVIEWED AND APPROVED BY THE ADMINISTRATION AND FINANCE COMMITTEE PRIOR TO FILING. A COPY OF THE FORM 990 IS ALSO PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS AND LEADERSHIP WILL PREPARE AN ANNUAL CONFLICT OF INTEREST STATEMENT AFFIRMING THAT HE/SHE IS NOT ENGAGED IN ANY CONFLICT OF INTEREST ACTIVITY, OR DISCLOSING ANY ACTIVITY BY THE PREPARER WHICH MAY RESULT IN OR APPEAR TO BE A POSSIBLE CONFLICT OF INTEREST. THE CHIEF FINANCIAL OFFICER IS RESPONSIBLE FOR SENDING CONFLICT OF INTEREST STATEMENTS TO BOARD MEMBERS AND LEADERSHIP IN JANUARY AND ASSURING ALL FORMS ARE OBTAINED. ANY IDENTIFIED CONFLICTS WILL BE FORWARDED TO THE ADMINISTRATION AND FINANCE COMMITTEE FOR REVIEW. THE CFO WILL MAINTAIN COPIES OF ALL CONFLICT OF INTEREST STATEMENTS FOR FUTURE REFERENCE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF DIRECTORS IS RESPONSIBLE FOR SETTING AND REVIEWING COMPENSATION FOR THE PRESIDENT/CEO AND THE CFO OF THE ORGANIZATION. A COMPENSATION COMMITTEE IS APPOINTED BY THE CHAIRMAN OF THE BOARD TO REVIEW THE PRESIDENT/CEO AND CFO'S COMPENSATION PACKAGES. RECOMMENDATIONS MADE BY THIS COMMITTEE WILL BE BROUGHT TO THE BOARD OF DIRECTORS FOR APPROVAL. INDEPENDENTLY COMMISSIONED SALARY COMPARISONS AS WELL AS SALARY STUDIES CONDUCTED BY LOCAL, STATE AND NATIONAL ASSOCIATIONS ARE UTILIZED IN DETERMINING COMPARABLE SALARY DATA. THE PRESIDENT/CEO IS RESPONSIBLE FOR DETERMINING THE COMPENSATION FOR KEY EMPLOYEES BASED ON COMPARABLE DATA. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUSTS 41,168. CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS 2,219,165. |
| FORM 990, PART XII, LINE 2C | NO CHANGES WERE MADE TO THE OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR, AS COMPARED TO THE PRIOR TAX YEAR. |
| FORM 990, PART VI, SECTION A, LINE 1: | THE ADMINISTRATION AND FINANCE COMMITTEE IS A REGULAR COMMITTEE OF THE BOARD, AND HAS THE POWER AND AUTHORITY OF THE BOARD, AS DEFINED IN THE ORGANIZATIONAL BY-LAWS, TO ACT ON BEHALF OF THE FULL BOARD. |
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