2014-10-01T10:43:21-07:00 2013-12-31 GILMORE & ASSOCIATES 177 BOVET RD STE 550 SAN MATEO CA 944023116 990 2013-01-01 953857511 CALIFORNIA ALLIANCE OF CHILD AND FAMILY SERVICES CALI 9164492273 2201 K STREET SACRAMENTO CA 95816 CARROLL SCHROEDER Executive Director 2014-10-01 true Kevin R Gilmore CPA P00165357 6504326110 X 2013 2015-11-30 17:44:51Z 1522247 false false X WWW.CACFS.ORG X 1982 CA TO GIVE CHILDREN STRENGTH BY SUPPORTING AND ADVANCING ITS MEMBER AGENCIES IN THEIR EFFORTS TO PROVIDE HIGH QUALITY SERVICES TO CHILDREN. 21 21 9 0 1241618 1231566 235109 229162 32923 24798 19894 36721 1529544 1522247 0 0 832657 936161 0 0 615294 522619 1447951 1458780 81593 63467 1279641 1350561 205607 230833 1074034 1119728 X TO GIVE CHILDREN STRENGTH BY SUPPORTING AND ADVANCING ITS MEMBER AGENCIES IN THEIR EFFORTS TO PROVIDE HIGH QUALITY SERVICES TO CHILDREN. false false 530371 MEMBER SERVICESWHEN AN AGENCY JOINS THE CALIFORNIA ALLIANCE OF CHILD AND FAMILY SERVICES, IT JOINS A FAMILY OF OUTSTANDING ORGANIZATIONS THAT CAN BE COUNTED ON FOR SUPPORT, ADVICE, AND TECHNICAL ASSISTANCE. MEMBER AGENCIES RECEIVE ALL THE FOLLOWING SERVICES AND BENEFITS:-REPRESENTATION ON STATEWIDE POLICY ISSUES BEFORE THE ADMINISTRATION, CALIFORNIA LEGISLATURE, AND STATE ADMINISTRATIVE AND REGULATORY AGENCIES.-ASSISTANCE IN INTERFACING WITH STATE AGENCIES TO GET QUESTIONS ANSWERED AND PROBLEMS RESOLVED.-TWO ANNUAL MEMBERSHIP CONFERENCES FOR EXECUTIVES THAT OFFER GROUP HOME ADMINISTRATOR AND PROFESSIONAL CEU'S WITH NO REGISTRATION FEES.-REDUCATED RATES AT PRACTITIONER TRAINING SEMINARS AND CONFERENCES.-AGENCY INCLUSION IN THE ONLINE MEMBER DIRECTORY.-WEEKLY MONDAY MORNING UPDATES KEEPING MEMBER AGENCIES ABREAST OF CURRENT TRENDS AND POLICY DEVELOPMENTS.-COMPREHENSIVE AND DETAILED ALERTS AND UPDATES ON BUDGETARY, LEGISLATIVE, AND REGULATORY ISSUES IMPACTING MEMBER AGENCIES.-THE ALLIANCE WEBSITE FOR CRITICAL INFORMATION AND PUBLIC POLICY POSITION DECISION-MAKING.-LEGISLATIVE BILL TRACKING REPORTS FOLLOWING BILLS HAVING POTENTIAL IMPACT ON MEMBER AGENCIES.-DIRECT ACCESS TO ALLIANCE STAFF WITH EXPERTISE IN AREAS IMPACTING MEMBER AGENCIES.-OPPORTUNITIES TO SET POLICY DIRECTION GUIDING LEGISLATIVE AND REGULATORY ADVOCACY BY ACTIVELY PARTICIPATING ON ALLIANCE COMMITTEES AND WORK GROUPS IN PROGRAM AREAS OF INTEREST.-OPPORTUNITY TO ENGAGE IN ALLIANCE SPONSORED IMPROVEMENT INITIATIVES INCLUDING ACQUISITION OF EVIDENCE-BASED PRACTICES, UTILIZATION OF COMMON EVIDENCE-BASED PRACTICE ELEMENTS, GATHERING AND ANALYSIS OF PRACTICE-BASED EVIDENCE FOR INTERVENTIONS MEMBERS HAVE DEVELOPED ON THEIR OWN, AND PARTICIPATION IN A NATIONAL BENCHMARKING PROJECT. 352299 ADVOCACYTHE CALIFORNIA ALLIANCE OF CHILD AND FAMILY SERVICES PURSUES AN AGGRESSIVE AGENDA OF LEGISLATIVE AND REGULATORY ADVOCACY ON BEHALF OF ITS MEMBER AGENCIES AND THE CHILDREN AND FAMILIES THEY SERVE. STAFF REPRESENTS THE ALLIANCE BEFORE THE LEGISLATURE, REGULATORY AND ADMINISTRATIVE AGENCIES, AND THE GOVERNOR'S OFFICE. EXPERIENCED AND EXPERT, STAFF MEMBERS MONITOR THE STATE BUDGET, LOBBY BOTH FOR AND AGAINST LEGISLATION. THE CALIFORNIA ALLIANCE PROMOTES PROGRAMS AND POLICIES THAT ARE BENEFICIAL TO CHILDREN AND FAMILIES, GUARDS THE RESOURCES NECESSARY FOR MEMBER AGENCIES TO MEET THE NEEDS OF THE CHILDREN AND FAMILIES THEY SERVE, AND VIGOROUSLY OPPOSES LEGISLATIVE AND ADMINISTRATIVE ACTIONS THAT ARE POTENTIALLY HARMFUL. THE STAFF TEAM OF THE CALIFORNIA ALLIANCE MAINTAINS EFFECTIVE WORKING RELATIONSHIPS WITH OFFICIALS IN KEY STATE DEPARTMENTS, INCLUDING SOCIAL SERVICES, MENTAL HEALTH, EDUCATION, AND HEALTH SERVICES.STAFF MEETS REGULARLY WITH DEPARTMENTAL REPRESENTATIVES TO ENSURE FAIR INTERPRETATION AND APPLICATION OF LAWS AND REGULATIONS THAT IMPACT MEMBER AGENCIES. STAFF MEMBERS WORK COLLABORATIVELY WITH COUNTY-FOCUSED ORGANIZATIONS SUCH AS THE COUNTY WELFARE DIRECTORS ASSOCIATIONS, THE CALIFORNIA MENTAL HEALTH DIRECTORS ASSOCIATION, AND THE CHIEF PROBATION OFFICERS ASSOCIATION TO IMPACT POLICY AT THE LOCAL LEVEL.THE CALIFORNIA ALLIANCE ALSO CONTRIBUTES TO BUILDING A STRONGER VOICE FOR CHILDREN AND FAMILIES THROUGH PARTNERSHIP WITH OTHER CHILD ADVOCACY ORGANIZATIONS AT BOTH THE STATE AND NATIONAL LEVELS. THE CALIFORNIA ALLIANCE IS A MEMBER OF THE CHILD WELFARE LEAGUE OF AMERICA, THE ALLIANCE FOR CHILDREN AND FAMILIES, THE NATIONAL ORGANIZATION OF STATE ASSOCIATIONS FOR CHILDREN, AND THE CALIFORNIA MENTAL HEALTH ADVOCATES FOR CHILDREN AND YOUTH.THE ALLIANCE WORKS IN PARTNERSHIP WITH OTHER ADVOCACY ORGANIZATIONS INCLUDING THE CALIFORNIA ASSOCIATION OF ADOPTION AGENCIES, THE CALIFORNIA COUNCIL OF COMMUNITY MENTAL HEALTH AGENCIES AND THE CALIFORNIA YOUTH CONNECTION. 147402 226062 TRAININGTHE CALIFORNIA ALLIANCE IS COMMITTED TO BUILDING A HIGHLY SKILLED AND APPROPRIATELY COMPENSATED WORKFORCE OF PROFESSIONALS. THE ALLIANCE PROVIDES AN EXTENSIVE ARRAY OF TRAINING AND CONTINUING EDUCATION OPPORTUNITIES SPECIFICALLY GEARED TO IMPROVING THE SKILLS OF DIRECT CARE STAFF, CLINICIANS, AND ADMINISTRATORS WORKING IN CHILD AND FAMILY SERVICES. EACH YEAR THE CALIFORNIA ALLIANCE HOLDS TWO MEMBERSHIP CONFERENCES FOR EXECUTIVES AND SENIOR MANAGERS INCORPORATING SEMINARS AND WORKSHOPS ON A WIDE VARIETY OF TIMELY AND IMPORTANT TOPICS. OFTEN THE LIST OF SPEAKERS INCLUDES MEMBERS OF THE STATE LEGISLATURE, HIGH-RANKING INDIVIDUALS FROM WITHIN THE STATE ADMINISTRATION, FROM COUNTY WELFARE, MENTAL HEALTH AGENCIES, AND JUVENILE PROBATION AGENCIES, OR FROM PARTNER ASSOCIATIONS. THE GENERAL MEMBERSHIP BUSINESS MEETINGS ARE HELD AT THESE CONFERENCES.ALL SEMINARS AND WORKSHOPS AT MEMBERSHIP CONFERENCES ARE APPROVED BY THE CALIFORNIA DEPARTMENT OF SOCIAL SERVICES FOR GROUP HOME ADMINISTRATOR CONTINUING EDUCATION CREDITS AND BY THE BOARD OF BEHAVIORAL SCIENCES EXAMINERS FOR LCSW AND MFT CONTINUING EDUCATION CREDITS, AND BY THE AMERICAN PSYCHOLOGICAL ASSOCIATION FOR CONTINUING EDUCATION HOURS. 117476 3100 1147548 false false false false false false false false true false true true false false false true false true false false false false false false false false false false false true false false false false false false false false false false false false false false false false true false false false false true 11 0 true 9 true false false false false false false false false false false false false X 21 21 false false false false true true true true true false false true true true true true true true true false X CARROLL SCHROEDER 9164492273 2201 K STREET SACRAMENTO CA 95816 KAREN ALVORD PAST-PRESIDENT 2.00 0.00 X X 0 0 0 MARY KAYE GERSKI President 2.00 0.00 X X 0 0 0 DAN MAYDECK Treasurer 2.00 0.00 X X 0 0 0 KENT DUNLAP PRESIDENT ELECT 2.00 0.00 X X 0 0 0 JOHN PEEL BOARD MEMBER 2.00 0.00 X 0 0 0 TAMMY WILSON BOARD MEMBER 2.00 0.00 X 0 0 0 BOB HERNE BOARD MEMBER 2.00 0.00 X 0 0 0 CONNIE CLENDENAN BOARD MEMBER 2.00 0.00 X 0 0 0 JOSH LEONARD BOARD MEMBER 2.00 0.00 X 0 0 0 LISA WEINGART Secretary 2.00 0.00 X 0 0 0 JOYCE CAPELLE BOARD MEMBER 2.00 0.00 X 0 0 0 ANDRE CHAPMAN BOARD MEMBER 2.00 0.00 X 0 0 0 REGINA BETTE BOARD MEMBER 2.00 0.00 X 0 0 0 KATHY HUGHES BOARD MEMBER 2.00 0.00 X 0 0 0 ERIN O'BRIEN BOARD MEMBER 2.00 0.00 X 0 0 0 DAVID BALLARD BOARD MEMBER 2.00 0.00 X 0 0 0 MATT MADAUS BOARD MEMBER 2.00 0.00 X 0 0 0 RICH BARNA BOARD MEMBER 2.00 0.00 X 0 0 0 LAWREN RAMOS BOARD MEMBER 2.00 0.00 X 0 0 0 STUART MCCULLOUGH BOARD MEMBER 2.00 0.00 X 0 0 0 STEVE GUNTHER BOARD MEMBER 2.00 0.00 X 0 0 0 CARROLL SCHROEDER Executive Dir. 40.00 0.00 X 150000 0 34790 DOUGLAS JOHNSON ASSOC EXEC DIR. 40.00 0.00 X 119238 0 19147 269238 53937 2 false true false 0 1231066 500 1231566 PROJECT REVENUE 900099 3100 3100 TRAINING AND CONFERENCES 611430 226062 226062 229162 24798 24798 0 0 0 0 0 0 0 MISCELLANEOUS INCOME 36721 36721 36721 1522247 265883 24798 0 0 0 0 184790 145325 39465 0 567722 446477 121245 69116 54355 14761 58958 46367 12591 55575 43706 11869 0 3794 2984 810 12723 10006 2717 0 0 0 27877 21923 5954 10772 8471 2301 46905 36887 10018 9932 7811 2121 0 54240 42656 11584 69460 54626 14834 0 134189 105531 28658 0 0 5853 4603 1250 15544 12224 3320 GOVT AFFAIRS CONSULTATION 60000 47186 12814 TRAINING PROGRAMS 24514 19279 5235 MISCELLANEOUS 12358 10031 2327 BOARD OF DIRECTORS 11655 9166 2489 22803 17934 4869 1458780 1147548 311232 0 349142 270025 0 0 19125 38195 0 0 0 0 21589 27726 70320 61980 12593 8340 0 877192 956275 0 0 50000 1279641 1350561 113353 90648 92254 90185 50000 205607 230833 X 1074034 1119728 1074034 1119728 1279641 1350561 X 63467 63598 -81371 X false true X true false false true X 70320 61980 8340 8340 956275 X Part IV, Line 2b: Explanation of escrow account liability THE ORGANIZATION HOLDS CASH IN TRUST ON BEHALF OF THE ORANGE COUNTY ALLIANCE. THESE FUNDS ARE SPECIFICALLY DESIGNATED FOR THE EXPENSES OF THE ORANGE COUNTY ALLIANCE. Part X : FIN48 Footnote PART X, LINE 2: THE ALLIANCE IS EXEMPT FROM TAXATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(6) AND 501(C)(3), RESPECTIVELY, AND CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D.GENERALLY ACCEPTED ACCOUNTING PRINCIPLES PROVIDE ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ORGANIZATION IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN BY THE ALLIANCE IN ITS FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. THE ALLIANCE RETURNS ARE SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES, GENERALLY FOR THREE AND FOUR YEARS, RESPECTIVELY, AFTER THEY ARE FILED. X X false true false CARROLL SCHROEDER Executive Dir. 150000 15000 19790 184790 Form 990, Part III, Line 4d: Other Program Services Description OTHER PROGRAM SERVICES 4: ACCREDITATIONMEMBERS OF THE CALIFORNIA ALLIANCE ARE REQUIRED TO MEET THE STANDARDS OF EXCELLENCE CALLED FOR IN THE MEMBERSHIP MANUAL OF THE CALIFORNIA ALLIANCE OF CHILD AND FAMILY SERVICES OR BY RECOGNIZED NATIONAL ACCREDITING ORGANIZATIONS INCLUDING THE COUNCIL ON ACCREDITATION, THE JOINT ACCREDITING COMMISSION FOR HEALTHCARE ORGANIZATIONS AND THE COMMISSION FOR ACCREDITATION OF RESIDENTIAL FACILITIES.CALIFORNIA ALLIANCE ACCREDITATION IS A TOTAL EVALUATION OF AN AGENCY'S OPERATING SYSTEMS. EVERY FOUR YEARS, EACH MEMBER AGENCY IS REVIEWED BY A TEAM THAT INCLUDES EXECUTIVES FROM OTHER MEMBER AGENCIES, TRAINED CONSULTANTS, OR SPECIALIZED ALLIANCE STAFF, WHO ARE GUIDED BY STANDARDS IN THE AREAS OF GOVERNING BODY, FINANCES, PERSONNEL, PHYSICAL PLANT/EQUIPMENT, AND PROGRAM. ALLIANCE ACCREDITATION REQUIRES REVIEW OF ALL PROGRAMS REPRESENTED BY THE ALLIANCE ADVOCACY EFFORTS INCLUDING ADOPTIONS, FOSTER FAMILY AGENCY, RESIDENTIAL PROGRAM, EDUCATION, MENTAL HEALTH AND FAMILY BASED SERVICES.THE ALLIANCE ACCREDITATION STANDARDS ARE BASED ON SOUND THEORY AND PRACTICE, AND FOCUS ON THE SYSTEMS AND PROCEDURES THAT ARE THE ESSENTIAL ELEMENTS OF A HEALTHY ORGANIZATION. THE STANDARDS ARE DEVELOPED AND UPDATED BY PROFESSIONALS WITH FORMAL EDUCATIONAL QUALIFICATIONS AND DIRECT FIELD EXPERIENCE IN THE ADMINISTRATION OF PROGRAMS FOR VULNERABLE CHILDREN, YOUTH AND THEIR FAMILIES. Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder THE MEMBERSHIP CONSISTS OF APPROXIMATELY 112 NON-PROFIT 501(C)(3) AGENCIES. Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body Annual Meeting. An annual meeting of the Corporation shall be held at a time and place designated by the Board of Directors. The Vice President, one Member-at-Large, the required number of members of the Nominating Committee, and the required number of members of the Membership Committee shall be elected annually by mail, email or fax, as determined by the Board of Directors or its designee, the Nominating Committee. The Secretary shall ratify the results of the election at the annual meeting.Nomination/Election. The Vice President/President Elect, members-at-large, members of the Nominating and membership committees and the regional representatives shall be nominated by the Nominating Committee and elected by the membership annually by mail, email or fax vote of the members of the corporation prior to the annual meeting, as determined by the Board of Directors or its designee, The Nominating Committee. The Secretary and Treasurer shall be nominated by the directors, from among the directors having served more than one year on the Board of Directors, and elected by the directors at the first meeting of the Board of Directors after the annual meeting. Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders EXCEPT AS PROVIDED IN SUBPARAGRAPH (A) OF BYLAWS, THE BYLAWS MAY ONLY BE ADOPTED, AMENDED OR REPEALED BY THE AFFIRMATIVE VOTE OF TWO-THIRDS (2/3) OF THE MEMBERS' VOTE REPRESENTED AND VOTING AT A DULY HELD MEETING AT WHICH A QUORUM IS PRESENT OR BY WRITTEN BALLOT. Form 990, Part VI, Line 11b: Form 990 Review Process THE FINANCE MANAGER IS RESPONSIBLE FOR THE TIMELY CHECKLIST SUBMITTAL OF FORM 990 TO THE ALLIANCE CPA FIRM. THE COMPLETED FORM 990 WILL BE PROVIDED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS SUFFICIENTLY IN ADVANCE OF THE FILING DEADLINE TO ENABLE A DETAILED AND CONSCIENTIOUS REVIEW BY THE COMMITTEE. ALL QUESTIONS, CONCERNS, ETC. OF THE EXECUTIVE COMMITTEE MEMBERS WILL BE ADDRESSED BY THE EXECUTIVE DIRECTOR OF THE ALLIANCE AND INCORPORATED INTO THE FORM 990 AS APPROPRIATE. ALL MEMBERS OF THE BOARD OF DIRECTORS WILL BE INVITED TO REVIEW THE COMPLETED FORM 990 IN ADVANCE OF THE FILING DEADLINE. ALL QUESTIONS, CONCERNS, ETC. OF THE BOARD OF DIRECTORS WILL BE ADDRESSED BY THE EXECUTIVE DIRECTOR AND INCORPORATED INTO THE FORM 990 AS APPROPRIATE. AFTER ALL OF THE INPUT FROM THE BOARD OF DIRECTORS AND THE EXECUTIVE COMMITTEE HAS BEEN APPROPRIATELY ADDRESSED, THE FINANCE MANAGER WILL FILE THE FINAL FORM 990 AS REQUIRED. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON: HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, HAS AGREED TO COMPLY WITH THE POLICY, AND UNDERSTANDS THE ALLIANCE IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management THE ORGANIZATION'S EXECUTIVE DIRECTOR IS REVIEWED ON AN ANNUAL BASIS BY THE EXECUTIVE COMMITTEE OF THE GOVERNING BODY. COMPENSATION CHANGES ARE DISCUSSED AND RECOMMENDED BY THE EXECUTIVE COMMITTEE TO THE BOARD OF DIRECTORS FOR APPROVAL. Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees BASED ON THE EXECUTIVE DIRECTOR'S RECOMMENDATION, THE EXECUTIVE COMMITTEE DISCUSSES AND DETERMINES ANY COMPENSATION CHANGES FOR KEY EMPLOYEES OF THE ORGANIZATION. THE BOARD OF DIRECTORS (GOVERNING BODY) APPROVES THE EXECUTIVE COMMITTEE'S DECISION. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available THE ANNUAL AUDIT IS AVAILABLE ON THE ASSOCIATION'S WEBSITE, AND AVAILABLE UPON REQUEST. THE ANNUAL AUDIT IS ALSO PRESENTED IN PERSON AT THE ANNUAL MEETING OF THE ASSOCIATION. FINANCIAL STATEMENTS ARE REVIEWED ON AN ONGOING BASIS DURING THE BOARD OF DIRECTOR'S CALENDARED MEETINGS AND AVAILABLE UPON REQUEST. GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. PRIOR PERIOD ADJUSTMENT PRIOR YEAR OPENING BALANCE OF NET ASSETS INCLUDED $81,371 OF NET ASSETS ATTRIBUTABLE TO RELATED FOUNDATIONS, CONSOLIDATED FOR FINANCIAL STATEMENT PURPOSES BUT NOT FOR TAX PURPOSES. THIS ADJUSTMENT IS BEING MADE TO CORRECT OPENING NET ASSETS TO PRESENT ONLY NET ASSETS OF THE CALIFORNIA ALLIANCE OF CHILD AND FAMILY SERVICES. SEE SCHEDULE R FOR INFORMATION ON RELATED FOUNDATIONS. CHILDRENS SERVICES FOUNDATION 2201 K STREET SACRAMENTO CA 95816 942901623 SEE SUPPLEMENTAL INFORMATION CA 501(C)(3) ACTIVE CA ALLIANCE OF CHILD & FAMILY SERVICES false CCH EDUCATIONAL FOUNDATION 2201 K STREET SACRAMENTO CA 95816 680320076 SEE SUPPLEMENTAL INFORMATION CA 501(C)(3) INACTIVE CA ALLIANCE OF CHILD & FAMILY SERVICES false false false false false false false false false false false false false false false false false false false false PART II, IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS: NAME OF RELATED ORGANIZATION:CHILDREN'S SERVICES FOUNDATIONPRIMARY ACTIVITY: IMPROVE QUALITY OF SERVICES TO CHILDREN & FAMILIES THROUGH EDUCATION.NAME OF RELATED ORGANIZATION:CCH EDUCATIONAL FOUNDATIONPRIMARY ACTIVITY: STRENGTHEN TRAINING PROGRAMS & DEVELOP EDUCATIONAL OPPORTUNITIES.