2013-11-06T14:22:07-06:00 2012-12-31 954557617 Harrington Group CPAs LLP 234 East Colorado Blvd Suite M150 Pasadena CA 91101 990 2012-01-01 330470446 Oak Grove Institute Foundation Inc OAKG 9516775599 24275 Jefferson Avenue Murrieta CA 92562 Tamara Wilson 9516775599 2013-11-06 1 Carmen D Mosley CPA P00475769 6264036801 2012 2016-02-24 21:20:13Z Tamara Wilson 24275 Jefferson Avenue Murrieta CA 92562 14833670 0 X www.oakgrovecenter.org X 1981 CA Our mission is to rebuild the lives of at-risk children and their families through educating, healing, restoring relationships, building character and instilling hope. 11 11 388 57 0 0 7859564 8024016 6596347 6649504 69970 69236 19950 8358 14545831 14751114 246818 347059 0 0 9156428 9238501 0 0 0 2427066 2469690 11830312 12055250 2715519 2695864 18467863 21207744 4206791 4209437 14261072 16998307 X Our mission is to rebuild the lives of at-risk children and their families through educating, healing, restoring relationships, building character and instilling hope. 1 0 5186662 347059 1311974 Oak Grove operates residential and educational facilities for children suffering from severe emotional trauma and disabilities. During the year, Oak Grove provided 25,449 days of care to 206 clients. 5053799 5319900 Oak Grove operates a non-public school that provides education to emotionally disturbed children who require an individually designed curriculum. During the year covered, the school provided 32,737 days of attendance. 490356 Wraparound Program is a program that provides community-based in-home intervention services that recognize the unique strengths and needs of the children or youth and family and includes the delivery of coordinated services to address those needs. The program targets children with significant mental health and/or behavioral issues who are Riverside County dependents ages 18 and under who are transitioning home, or to a home-like setting, from residential-based services or who are at risk of requiring placement into residential placement (i.e. group home) to a higher level of care. 11430 17630 ILP Program - Independent Living Skills Program is a program that provides aftercare emancipation and independent care services to aftercare youth between the ages of 16-21 for whom whole dependency has been terminated. 11430 17630 10742247 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 33 0 1 388 1 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X Fe K Santiago 9516775599 24275 Jefferson Avenue Murrieta CA 925627285 Barry Soper 1.00 X X 0 0 0 Katherine Eggers-Bailey 1.00 X X 0 0 0 Johanna Roberts 1.00 X X 0 0 0 Bernardo Bramante 1.00 X 0 0 0 Alyson Drago 1.00 X 0 0 0 Ginger Larson 1.00 X 0 0 0 Sonya Linden 1.00 X 0 0 0 Jonathan Martin 1.00 X 0 0 0 Kevin M McGuire Esq 1.00 X 0 0 0 Greg Pollock 1.00 X 0 0 0 Marty Shea 1.00 X 0 0 0 Tamara Wilson 40.00 X 190000 0 13200 Fe Santiago 16.00 X 73640 0 0 263640 0 13200 1 0 1 0 FDC 461 E Menlo Ave Hemet CA 92543 Building Contractor 592664 CM Vogel POBox 90231 Los Angeles CA 90009 Building Contractor 497735 Worldwide Research Center Inc 1007 Los Alisos North Fallbrook CA 92028 Psychiatric Services 106900 3 96734 6916104 1011178 765617 8024016 Nonpublic school 611600 5319900 5319900 Private placement fees 900099 1096841 1096841 Nutrition and workability 900099 215133 215133 ILS Program 900099 17630 17630 6649504 67436 67436 26362 24562 1800 1800 1800 57994 96734 57994 0 Miscellaneous income 900099 8358 8358 8358 14751114 6649504 0 77594 347059 347059 276840 181746 95094 7444734 6829355 615379 33285 21976 11309 919630 862535 57095 564012 514272 49740 412 330 82 28615 22892 5723 328432 266714 61718 235054 144313 90741 60972 57967 3005 497358 467784 29574 366415 365113 1302 135958 126284 9674 463116 429527 33589 Administrative 111983 111983 Bad debt 107647 107647 Personal, residential, 42831 42831 Housekeeping 32467 32467 58430 29082 29348 12055250 10742247 1313003 0 1453231 570964 5738738 5767229 2887792 3572131 312675 319268 15442097 5318361 7286590 10123736 788837 854416 18467863 21207744 1238721 1288494 2806024 2645020 162046 275923 4206791 4209437 X 14261072 16849827 148480 14261072 16998307 18467863 21207744 2695864 41371 0 X 0 1 X 1 1 1 X 5295592 5841542 7182061 7859564 8024016 34202775 5295592 5841542 7182061 7859564 8024016 34202775 34202775 97953 75492 74532 69970 67436 385383 4961 88280 45716 19950 8358 167265 34755423 31314679 0.98410 0.97380 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1925000 1925000 11274200 3538434 7735766 1308635 1105581 203054 934262 674346 259916 10123736 Capital lease obligation 275923 275923 X 14792485 41371 41371 14751114 0 14751114 12055250 0 12055250 0 12055250 Description of Uncertain Tax Positions Under FIN 48: Part X, Line 2: The Foundation is exempt from taxation under Internal Revenue Code Section 501(c)(3) and California Revenue and Taxation Code Section 23701d. Generally accepted accounting principles provide accounting and disclosure guidance about positions taken by an organization in its tax returns that might be uncertain. Management has considered its tax positions and believes that all of the positions taken by the Foundation in their federal and state exempt organization tax returns are more likely than not to be sustained upon examination. The Foundation's returns are subject to examination by federal and state taxing authorities, generally for three and four years, respectively, after they are filed. Silent Auction 103915 78473 25442 12749 12693 Golf Tournament 50813 18261 32552 20802 11750 154728 96734 57994 33551 24443 57994 0 1 Various assistance to individuals 609 347059 Book value Food and dietary services, clothing, outing, personal, residential and rewards Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: Oak Grove Institute Foundation disburses assistance to individuals based on eligibility and need. X X X X 0 0 0 0 0 0 0 0 0 Tamara Wilson 190000 0 0 0 0 0 0 0 13200 0 203200 0 0 0 X 2 765617 Estimated FMV 0 0 0 New Program Services Form 990, Part III, line 2 ILP Program - Independent Living Skills Program is a program that provides aftercare emancipation and independent care services to aftercare youth between the ages of 16-21 for whom whole dependency has been terminated. Form 990, Part VI, Section B, line 11 The Form 990 is reviewed and approved for filing by the organization's Audit Committee. The Audit Committee is composed of three board members, all of whom are voting members of the organization's governing body. A paper copy of the final Form 990 as filed is provided to each voting member of Oak Grove's governing body at its regularly scheduled board meeting immediately after the Form 990 was filed. Form 990, Part VI, Section B, line 12c The Conflict of Interest Policy is signed by each board member at the time of appointment. Monitoring and compliance is done at least twice a year during the June and December board meetings, and as the need arises depending on the subject being discussed. Form 990, Part VI, Section B, line 15 The CEO's compensation was determined, reviewed and approved by the Executive Compensation Committee which is composed of the Chairman of the Board and two other members of the Board. At least two independent compensation surveys were used to determine its reasonableness and comparability to executive compensation paid by other organizations in the same industry and of similar size. The Executive Committee then engaged the services of an independent law firm to draft the Employment Agreement. The CEO's compensation is reviewed by the compensation committee annually. The current CFO's compensation was based on what was paid by the organization to its former CFO in 2003. The hourly rate was converted to salary in 2010. Since the current responsibilities do not warrant a full time position, the CFO is employed on a part-time basis and, therefore, does not receive benefits. When and if the governing body decides to make changes in the future, the CFO's compensation will be determined and approved by the CEO and Executive Compensation Committee. Form 990, Part VI, Section C, line 19 Oak Grove makes its governing documents, conflict of interest policy, and financial statements and Form 990 available to the public upon request. A statement to this effect appears on the organization's website.