COMMUNITY RESEARCH FOUNDATION INC: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: COMMUNITY RESEARCH FOUNDATION INC (EIN 95-3248148)
Tax period: 2012-07-01 to 2013-06-30
Filed: 2014-02-12
IRS object ID: 201430439349301253
Schema version: 2012v2.2
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 I
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2014-02-12T09:51:35-00:00	Timestamp
Tax Period End Date	2013-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Sonnenberg & Co CPAs	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	5190 Governor Dr Ste 201	AddressLine1
City	San Diego	City
State	CA	State
ZIP Code	92122	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2012-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	953248148	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	Community Research Foundation Inc	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	COMM	NameControl
Phone	6192750822	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1202 Morena Boulevard Room 300	AddressLine1
City	San Diego	City
State	CA	State
ZIP Code	921103844	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	Bob Marchetti	Name
Title	CFO	Title
Date Signed	2014-02-12	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	Leonard Sonnenberg	Name
Phone	8584575252	Phone
Date Prepared	2014-02-12	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2015-11-30 17:44:51Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	William B Hawthorne	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	1202 Morena Blvd 300	AddressLine1
City	San Diego	City
State	CA	State
ZIP Code	92110	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	39616015	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	www.comresearch.org	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1980	YearFormation
State Legal Domicile	CA	StateLegalDomicile
Activity Or Mission Description	To provide health, psychosocial rehabilitation and recovery, and other supportive services and programs in San Diego County. We welcome individuals with co-occurring mental health and substance-related problems and offer integrated mental health and substance-related services.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	7	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	6	NbrIndependentVotingMembers
Total Nbr Employees	734	TotalNbrEmployees
Total Nbr Volunteers	116	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Prior Year	56002	ContributionsGrantsPriorYear
Contributions Grants Current Year	16368	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	36329030	ProgramServiceRevenuePriorYear
Program Service Revenue CY	39513023	ProgramServiceRevenueCY
Investment Income Prior Year	11866	InvestmentIncomePriorYear
Investment Income Current Year	13985	InvestmentIncomeCurrentYear
Other Revenue Prior Year	220052	OtherRevenuePriorYear
Other Revenue Current Year	72639	OtherRevenueCurrentYear
Total Revenue Prior Year	36616950	TotalRevenuePriorYear
Total Revenue Current Year	39616015	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	568961	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	635819	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	22966403	SalariesEtcPriorYear
Salaries Etc Current Year	24995650	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	1031	TotalFundrsngExpCurrentYear
Other Expense Prior Year	12595034	OtherExpensePriorYear
Other Expenses Current Year	13449415	OtherExpensesCurrentYear
Total Expenses Prior Year	36130398	TotalExpensesPriorYear
Total Expenses Current Year	39080884	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	486552	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	535131	RevenuesLessExpensesCY
Total Assets BOY	9633142	TotalAssetsBOY
Total Assets EOY	10091353	TotalAssetsEOY
Total Liabilities BOY	5477614	TotalLiabilitiesBOY
Total Liabilities EOY	5400697	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	4155528	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	4690656	NetAssetsOrFundBalancesEOY
Info In Schedule O Part III	X	InfoInScheduleOPartIII
Mission Description	The Mission is 1 In partnership with our clients and stakeholders, to design, deliver and evaluate innovative and exemplary behavioral health services for those we serve and 2 inspire and mentor the next generation of behavioral health professionals.	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	14461724	Expense
Revenue	16632871	Revenue
Description	Outpatient Mental Health Services - See Schedule O pg 2 attached. Expense figures represent program service expenses only, however, revenue figures reflect revenue associated with both program services and management and general expenses	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	8916626	Expense
Grants	443730	Grants
Revenue	10215671	Revenue
Description	Intensive Mobile Psychosocial Assertive Community Treatment ACT - See Schedule O pg 2 attached. Expense figures represent program service expenses only, however, revenue figures reflect revenue associated with both program services and management and general expenses.	Description

Activity3 Activity3

Field	Value	IRS element (for citing)
Expense	6509297	Expense
Grants	187089	Grants
Revenue	7865211	Revenue
Description	Short-Term Acute Residential Treatment START - See Schedule O page 2 attached Expense figures represent program service expenses only, however, revenue figures reflect revenue associated with both program services and management and general expenses.	Description

Field	Value	IRS element (for citing)
Total Of Other Program Service Exp	3970221	TotalOfOtherProgramServiceExp
Total Of Other Program Service Grnt	5000	TotalOfOtherProgramServiceGrnt
Total Of Other Program Service Rev	4799270	TotalOfOtherProgramServiceRev
Total Program Service Expense	33857868	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	true	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	false	LobbyingActivities
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	false	TermOrPermanentEndowments
Report Land Bldg Equip	true	ReportLandBldgEquip
Report Invest Oth Securities	false	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	false	ReportOtherAssets
Report Other Liabilities	false	ReportOtherLiabilities
Report Fin48 Footnote	false	ReportFin48Footnote
Independent Audit Financial Stmt	true	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	true	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	false	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	false	GrantsToOrganizations
Grants To Individuals	true	GrantsToIndividuals
Schedule J Required	true	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	true	RelatedEntity
Related Org Controlled Entity	true	RelatedOrgControlledEntity
Transaction Related Entity	true	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	true	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	205	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	734	NumberOfEmployees
Employment Tax Returns Filed	true	EmploymentTaxReturnsFiled
Unrelated Business Income	false	UnrelatedBusinessIncome
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Quid Pro Quo Contributions	false	QuidProQuoContributions
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOf
Funds To Pay Premiums	false	FundsToPayPremiums
Premiums Paid	false	PremiumsPaid
Excess Business Holdings	false	ExcessBusinessHoldings
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	7	NbrVotingGoverningBodyMembers
Number Independent Voting Members	6	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	false	ElectionOfBoardMembers
Decisions Subject To Approval	false	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	true	LocalChapters
Policies Reference Chapters	true	PoliciesReferenceChapters
Form990 Provided To Governing Body	true	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	true	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	true	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	true	RegularMonitoringEnforcement
Whistleblower Policy	true	WhistleblowerPolicy
Document Retention Policy	true	DocumentRetentionPolicy
Compensation Process CEO	true	CompensationProcessCEO
Compensation Process Other	true	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
States Where Copy Of Return Is Filed	CA	StatesWhereCopyOfReturnIsFiled
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	Bob Marchetti CFO	NamePerson
Telephone Number	6192750822	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	1202 Morena Blvd Suite 300	AddressLine1
City	San Diego	City
State	CA	State
ZIP Code	92110	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (11 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	OfficerOfficer	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	Key EmployeeKeyEmployee
Elizabeth Wilson RN MS
Chairperson	001.00	X	X	1000	0	0
Lourdes Perez-Williams PhD
Secretary	001.00	X	X	600	0	0
Jane Westin MSS
Director	001.00	X		800	0	0
Judy Davis LCSW
Director	001.00	X		1000	0	0
James Lohr MD
Director	001.00	X		0	0	0
Miriam Rothman PhD
Director	001.00	X		600	0	0
William B Hawthorne PhD
Exec.Director, ExOfficio	040.00	X	X	229282	0	43924
Linda Hammond PhD
President	040.00		X	176000	0	32928
Bob Marchetti
Chief Financial Officer	040.00		X	167247	0	15142
James Rogers PsyD
VP Clinical Services	040.00			124334	0	19346	X
Jack Famer
VP Administration	040.00			113475	0	40676	X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	814338	TotalReportableCompFromOrg
Total Other Compensation	152016	TotalOtherCompensation
Number Individuals GT100 K	5	NumberIndividualsGT100K
Formers Listed	false	FormersListed
Total Comp GT150 K	true	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources

Contractor Compensation ContractorCompensation

Name Of Contractor NameOfContractor

Name Business NameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	Karl Jacobs	BusinessNameLine1

Address Of Contractor AddressOfContractor

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	1202 Morena Blvd Ste 300	AddressLine1
City	San Diego	City
State	CA	State
ZIP Code	92110	ZIPCode

Field	Value	IRS element (for citing)
Description Of Services	Psychiatric	DescriptionOfServices
Compensation	133140	Compensation

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	1	NumberOfContractorsGT100K
All Other Contributions	16368	AllOtherContributions
Total Contributions	16368	TotalContributions

Program Service Revenue ProgramServiceRevenue (3 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
Contract revenue	621400	37628210	37628210
Program revenue	621400	1529072	1529072
Reimbursement from PERT	621400	355741	355741

Field	Value	IRS element (for citing)
Total Program Service Revenue	39513023	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	13985	TotalRevenueColumn
Exclusion	$13,985	ExclusionAmount

Gross Rents GrossRents

Field	Value	IRS element (for citing)
Real	37799	Real

Rental Income Or Loss RentalIncomeOrLoss

Field	Value	IRS element (for citing)
Real	37799	Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	37799	TotalRevenueColumn
Related Or Exempt Function Income	37799	RelatedOrExemptFunctionIncome

Other Revenue Misc OtherRevenueMisc

Field	Value	IRS element (for citing)
Description	Other revenue	Description
Business Code	621400	BusinessCode
Total Revenue Column	34840	TotalRevenueColumn
Related Or Exempt Function Income	34840	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Other Revenue	34840	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	39616015	TotalRevenueColumn
Related Or Exempt Function Income	39585662	RelatedOrExemptFunctionIncome
Exclusion	$13,985	ExclusionAmount

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	X	InfoInScheduleOPartIX

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	0	Total

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	635819	Total
Program Services	635819	ProgramServices

Foreign Grants ForeignGrants

Field	Value	IRS element (for citing)
Total	0	Total

Benefits To Members BenefitsToMembers

Field	Value	IRS element (for citing)
Total	0	Total

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	669049	Total
Management And General	668066	ManagementAndGeneral
Fundraising	983	Fundraising

Comp Disqual Persons CompDisqualPersons

Field	Value	IRS element (for citing)
Total	0	Total

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	19659638	Total
Program Services	16996835	ProgramServices
Management And General	2662803	ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	799668	Total
Program Services	604411	ProgramServices
Management And General	195257	ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	2210636	Total
Program Services	1871559	ProgramServices
Management And General	339077	ManagementAndGeneral

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	1656659	Total
Program Services	1412583	ProgramServices
Management And General	244028	ManagementAndGeneral
Fundraising	48	Fundraising

Fees For Services Management FeesForServicesManagement

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	34353	Total
Program Services	9310	ProgramServices
Management And General	25043	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	38100	Total
Management And General	38100	ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

Field	Value	IRS element (for citing)
Total	0	Total

Field	Value	IRS element (for citing)
Fees For Services Prof Fundraising		FeesForServicesProfFundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	5426132	Total
Program Services	5249442	ProgramServices
Management And General	176690	ManagementAndGeneral

Advertising Advertising

Field	Value	IRS element (for citing)
Total	0	Total

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	91187	Total
Program Services	27019	ProgramServices
Management And General	64168	ManagementAndGeneral

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	307787	Total
Program Services	257888	ProgramServices
Management And General	49899	ManagementAndGeneral

Royalties Royalties

Field	Value	IRS element (for citing)
Total	0	Total

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	4347128	Total
Program Services	3947495	ProgramServices
Management And General	399633	ManagementAndGeneral

Travel Travel

Field	Value	IRS element (for citing)
Total	297183	Total
Program Services	252484	ProgramServices
Management And General	44699	ManagementAndGeneral

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

Field	Value	IRS element (for citing)
Total	0	Total

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	0	Total

Interest Interest

Field	Value	IRS element (for citing)
Total	83780	Total
Program Services	77789	ProgramServices
Management And General	5991	ManagementAndGeneral

Payments To Affiliates PaymentsToAffiliates

Field	Value	IRS element (for citing)
Total	0	Total

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	223850	Total
Program Services	173748	ProgramServices
Management And General	50102	ManagementAndGeneral

Insurance Insurance

Field	Value	IRS element (for citing)
Total	445637	Total
Program Services	409791	ProgramServices
Management And General	35846	ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral
Equipment rent, lease, repairs and maintenance	891623	719633	171990
Program supplies	486977	486977
Staff development and training	173270	141692	31578
Pharmacy and Laboratory	484510	484510

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	117898	Total
Program Services	98883	ProgramServices
Management And General	19015	ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	39080884	Total
Program Services	33857868	ProgramServices
Management And General	5221985	ManagementAndGeneral
Fundraising	1031	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	965860	BOY
EOY	306130	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	5502363	BOY
EOY	6441910	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	322998	BOY
EOY	470271	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	4595652	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	1722610	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	2841921	BOY
EOY	2873042	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	9633142	BOY
EOY	10091353	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	3806185	BOY
EOY	3858954	EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

Field	Value	IRS element (for citing)
BOY	1668561	BOY
EOY	1541743	EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

Field	Value	IRS element (for citing)
BOY	2868	BOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	5477614	BOY
EOY	5400697	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	4145528	BOY
EOY	4690656	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	10000	BOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	4155528	BOY
EOY	4690656	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	9633142	BOY
EOY	10091353	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	535131	ReconcilationRevenueExpenses
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited

FS Audited Basis FSAuditedBasis

Field	Value	IRS element (for citing)
Financial Statement Both	X	FinancialStatementBoth

Field	Value	IRS element (for citing)
Audit Committee	true	AuditCommittee
Federal Grant Audit Required	true	FederalGrantAuditRequired
Federal Grant Audit Performed	true	FederalGrantAuditPerformed

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org170b1 Avi	X	PubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	32608271	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	32965312	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	34868975	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	36036224	CurrentTaxYearMinus1Year
Current Tax Year	39173650	CurrentTaxYear
Total	175652432	Total

Total170 Total170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	32608271	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	32965312	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	34868975	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	36036224	CurrentTaxYearMinus1Year
Current Tax Year	39173650	CurrentTaxYear
Total	175652432	Total

Field	Value	IRS element (for citing)
Public Support Total170	175652432	PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	17956	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	13085	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	43423	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	48784	CurrentTaxYearMinus1Year
Current Tax Year	51784	CurrentTaxYear
Total	175032	Total

Other Income170 OtherIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	36920	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	6533	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	67404	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	183134	CurrentTaxYearMinus1Year
Current Tax Year	34840	CurrentTaxYear
Total	328831	Total

Field	Value	IRS element (for citing)
Total Support	176156295	TotalSupport
Public Support Pertcentage170	0.99710	PublicSupportPertcentage170
Public Support Pertcent Prior Year	0.99690	PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170	X	ThirtyThreePercntTestsCY170
Public Support Percentage509	0.00000	PublicSupportPercentage509
Investment Income Percentage	0.00000	InvestmentIncomePercentage

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor Address US ContributorAddressUS

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)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Included On FS	false	IncludedOnFS

Land Land

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	1265086	OtherCostOrOtherBasis
Book Value	1265086	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	1573677	OtherCostOrOtherBasis
Depreciation	534991	Depreciation
Book Value	1038686	BookValue

Leasehold Improvements LeaseholdImprovements

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	892080	OtherCostOrOtherBasis
Depreciation	618030	Depreciation
Book Value	274050	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	800737	OtherCostOrOtherBasis
Depreciation	543939	Depreciation
Book Value	256798	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	64072	OtherCostOrOtherBasis
Depreciation	25650	Depreciation
Book Value	38422	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	2873042	TotalOfBookValueLandBuildings

Other Securities OtherSecurities (2 entries)

DescriptionDescription
Financial derivatives and other financial products
Closely-held equity interests

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
Description	Federal income taxes	Description

Field	Value	IRS element (for citing)
Tot Revenue Etc Audited Fincl Stmt	39868123	TotRevenueEtcAuditedFinclStmt
Donated Srvc And Use Of Facilities	252108	DonatedSrvcAndUseOfFacilities
Revenue Not Rptd F990	252108	RevenueNotRptdF990
Revenue Subtotal	39616015	RevenueSubtotal
Total Revenue Per Form990	39616015	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	39332992	TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities	252108	DonatedServicesUseOfFacilities
Expenses Not Rptd F990	252108	ExpensesNotRptdF990
Expenses Subtotal	39080884	ExpensesSubtotal
Total Expenses Per Form990	39080884	TotalExpensesPerForm990

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Records Maintained	true	RecordsMaintained

Form990 Schedule I Part III Form990ScheduleIPartIII (4 entries)

Type Of GrantTypeOfGrant	Number Of RecipientsNumberOfRecipients	Amount Of Non Cash AssistanceAmountOfNonCashAssistance	Method Of ValuationMethodOfValuation	Description Of Non Cash AssistanceDescriptionOfNonCashAssistance	Amount Of Cash GrantAmountOfCashGrant
Client meals, recreation, transportation	500	200408	Cost	Meals, recreation, transportation
Client Flex Funds	500	386545	Cost	Necessary Goods and Services
Gift Cards	500				43865
Staff Scholarships	5				5000

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Compensation Committee	X	CompensationCommittee
Independent Consultant	X	IndependentConsultant
Form990 Of Other Organizations	X	Form990OfOtherOrganizations
Written Employment Contract	X	WrittenEmploymentContract
Compensation Survey	X	CompensationSurvey
Board Or Committee Approval	X	BoardOrCommitteeApproval
Severance Payment	false	SeverancePayment
Supplemental Nonqual Retire Plan	false	SupplementalNonqualRetirePlan
Equity Based Comp Arrangement	false	EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org	false	CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs	false	CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org	false	CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs	false	CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments	false	AnyNonFixedPayments
Initial Contract Exception	false	InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)

TitleTitle	Base Compensation Filing OrgBaseCompensationFilingOrg	Deferred Comp Filing OrgDeferredCompFilingOrg	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg	Total Compensation Filing OrgTotalCompensationFilingOrg	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg
William B Hawthorne PhD
Exec.Director, ExOfficio	229282	27535	16389	273206	27535
Linda Hammond PhD
President	176000	21120	11808	208928	21120
Bob Marchetti
Chief Financial Officer	167247	10080	5062	182389	10080
Jack Famer
VP Administration	113475	7107	33569	154151

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (10 entries)

ExplanationExplanation
Form 990, Part III, Line 4d Program Service Expenses 3,970,221, Grants and allocations 5,000, Revenue 4,799,270 Other Program Services - Behavioral healthcare programs See Schedule O page 3 attached Expense figures represent program service expenses only, however, revenue figures reflect revenue associated with both program services and management and general expenses.
Form 990 Part VI Section B Line 11b The draft Form 990 is circulated by email to senior management for review and comment. The completed 990 is circulated to the Board of Directors for review before filing.
Form 990 Part VI Section B Line 12c The Conflict of Interest policy is reviewed by each member of the Board of Directors at the Annual Meeting. A Conflict of Interest Disclosure Form is requried to be completed by all current board members and by new board members when appointed. The Conflict of Interest policy is reviewed annually by key employees, who complete the Conflict of Interest Disclosure Form at the time of hire, promotion, and/or salary increase.
Form 990 Part VI Section B Line 15b CRF uses a documented compensation philosophy, embedded in the Board Manual, which charges the Board to administer consistent, objective, and documented administration of the total compensation program of its senior management team. The Board conducts annual performance and compensation reviews to document the basis for compensation decisions and actions. The compensation committee is formed of Board members without conflict of interest. Periodically, the Board authorizes an independent review of the total compensation program for Officers to ensure its comprehensiveness and consistency with established executive compenasation philosophy. Review and input by senior management is involved for key personnel compensation.
Form 990 Part VI Section C Line 19 The organizations governing documents, conflict of interest policy, and audited financial statements are made available to contributors, the public, and granting agencies upon request.
Form 990 Part IX Line 11g Fees for Services - Other of 5,426,132 includes consultants for MD and psychological services provided.
Form 990 Part III Line 4a Outpatient Mental Health Services CRFs outpatient programs provide integrated, coordinated community-based psychosocial rehabilitation services for adults 18 and older who have serious mental illness, as well as individuals with co-occuring mental health and substance disorders and to seriously emotionally disturbed SED children, youth and their families. Services to the adult population are based on the principles of psychosocial rehabilitation, with emphasis on attending to the whole person and re-establishing ones life as a result of the consequences of mental illness, rather than simply attending to the symptoms of the illness. The services focus on recovery, rehabilitation, and community integration, and are individualized to meet the needs of each client. Services to children and their families utilize the family systems and wraparound approach in providing comprehensive, strength-based and culturally and linguistically competent mental health services. Services are client and family-centered and focus on addressing the needs of the client and family while respecting and working within their cultural beliefs, supports, and norms.
Form 990 Part III Line 4b Intensive Mobile Psychosocial Assertive Community Treatment ACT Programs ACT programs provide intensive, community-based, case management services for over six hundred previously homeless adults with serious and persistent mental illness in the Downtown and Central Region areas of San Diego County. The program utilizes the evidence-based practice of Assertive Community Treatment ACT.The goal of the program is to provide individuals a higher level of community care and to assist them in reaching their life goals, in part by providing much needed temporary and permanent housing, utilizing a housing first model. Virtually every client participant has been able to secure housing with CRF assistance. Oranizational Representative Payee Services are provided to eligible clients to ensure clients benefits are utilized to meet their primary needs and conserved funds are safeguarded.
Form 990 Part III Line 4c Short-Term Acute Residental Treatment START The START program also referred to as crisis residental programs offer an alternative to hospitalization for the person who is suffering a psychiatric crisis of such magnitude so as not to be manageable on an outpatient basis. They are designed to be community-based, homelike environments which specialize in the psychosocial rehabilitation of each individual who comes through the door. They range in size from eleven to sixteen beds and are staffed 24 hours a day by Masters-prepared mental health professionals. The programs seek to ensure that each resident is connected to a variety of social service supports within the community, to aid the transition into successful living beyond the START programs. During the tax year, approximately 24,000 crisis residental days were provided.
Form 990 Part III Line 4d Other Program Services CRF operates a variety of smaller behavioral healthcare programs. These include four Clubhouse programs which operate on the work ordered day model where activities related to the operation of the program are utilized as oportunities for member participation, training, and recovery. The program is member directed and membership is life-long. In addition, CRF operates a CalWORKS Step Forward Program, in collaboration with MHS, Inc. This program provides outpatient mental health services to participants in the CalWORKS Welfare-to-Work progam. We serve those families who are struggling with issues such as domestic violence, mental illness, and poverty and guide them to self-sufficiency as they transition from the welfare system to gainful employment. CRF also operates a Transitional Residential Full Service Partnership program designed to provide comprehensive, psychosocial rehabilitation and recovery for voluntary adults with chronic and persistent mental illness and dual diagnosis. The program provides a schedule of daily classes to promote recovery and independent living.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

Field	Value	IRS element (for citing)
Business Name Line1	PERT Inc	BusinessNameLine1

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	1094 Cudahy Place Suite 314	AddressLine1
City	San Diego	City
State	CA	State
ZIP Code	92110	ZIPCode

Field	Value	IRS element (for citing)
EIN	330821584	EIN
Primary Activities	Psych emrgy response	PrimaryActivities
Legal Domicile State	CA	LegalDomicileState
Exempt Code Section	501c3	ExemptCodeSection
Public Charity Status	7	PublicCharityStatus

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	CRF Inc	BusinessNameLine1

Field	Value	IRS element (for citing)
Controlled Org	false	ControlledOrg

Field	Value	IRS element (for citing)
Receipt Of Int Ann Rents Royalties	true	ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org	false	GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org	false	GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org	true	LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org	false	LoansOrGuaranteesFromOtherOrg
Dividends Related Organization	false	DividendsRelatedOrganization
Sale Of Assets To Other Org	false	SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org	false	PurchaseOfAssetsFromOtherOrg
Exchange Of Assets	false	ExchangeOfAssets
Rental Of Facilities To Other Orgs	false	RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs	false	RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs	true	PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs	false	PerformOfServicesByOtherOrgs
Sharing Of Facilities	false	SharingOfFacilities
Sharing Of Paid Employees	false	SharingOfPaidEmployees
Reimbursement Paid To Other Org	false	ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org	false	ReimbursementPaidByOtherOrg
Other Transfer To Other Org	false	OtherTransferToOtherOrg
Other Transfer From Other Org	false	OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)

Transaction TypeTransactionType	Amount InvolvedAmountInvolved	Method Of Amt DeterminationMethodOfAmtDetermination
Psychiatric Emergency Response Team
a	9395	Cost
Psychiatric Emergency Response Team
d	318000	Cost
Psychiatric Emergency Response Team
k	355741	Cost