2013-05-15T10:59:54-05:00 2012-06-30 262521787 MORSE WITTWER SAMPSON LLP 265 E RIVER PARK CIRCLE SUITE 110 FRESNO CA 93720 990 2011-07-01 941719862 TURNING POINT OF CENTRAL CALIFORNIA INC TURN 5597328086 PO BOX 7447 VISALIA CA 932907447 JEFF FLY 5597328086 2013-05-13 1 SHERYL E MORSE P00525710 5593895700 2011 2016-02-24 21:20:13Z JEFF FLY PO BOX 7447 VISALIA CA 93290 46682766 0 X N/A X 1970 CA TO PROVIDE PUBLIC BENEFIT THROUGH HELPING PEOPLE DEVELOP SKILLS, MOTIVATION, AND RESOURCES TO BECOME PRODUCTIVE MEMBERS OF SOCIETY; HEALTHY IN BODY, MIND, AND SPIRIT. 8 8 782 68 0 0 43570 22940 45658631 45560117 5690 7315 19210 1092394 45727101 46682766 0 0 0 0 31799804 31837400 0 0 0 13664466 13727735 45464270 45565135 262831 1117631 14229948 14877103 14229948 14877103 0 0 X TO PROVIDE PUBLIC BENEFIT THROUGH HELPING PEOPLE DEVELOP SKILLS, MOTIVATION, AND RESOURCES TO BECOME PRODUCTIVE MEMBERS OF SOCIETY; HEALTHY IN BODY, MIND, AND SPIRIT. 0 0 14142499 16308238 CHILDREN'S MENTAL HEALTH SERVICE - THE PROGRAM OFFERS A WIDE RANGE OF MENTAL HEALTH SERVICES FOR CHILDREN WITH EMOTIONAL AND BEHAVIORAL PROBLEMS. THESE SERVICES ARE PROVIDED AT THREE PRIMARY SITES THROUGHOUT THE NORTHERN TULARE COUNTY SERVICE AREA: VISALIA YOUTH SERVICES (VYS), DINUBA CHILDREN'S SERVICES (DCS) AND SEQUOIA YOUTH SERVICES (SYS) (WITH SATELLITE OFFICES IN FARMERSVILLE AND WOODLAKE). SERVICES ARE ALSO PROVIDED AT MOST OF THE SCHOOL SITES IN THE RURAL COMMUNITIES OF NORTHERN TULARE COUNTY. ACCOMPLISHMENTS INCLUDE THE PROVISION OF OUTPATIENT MENTAL HEALTH SERVICES TO 3,095 CHILDREN THIS YEAR. THE USE OF EVIDENCE BASED TREATMENT HELPED KEEP ALL BUT A FEW OF THESE CHILDREN IN SCHOOL, AT HOME AND OUT OF TROUBLE. ALSO THROUGH THESE SERVICES AND THE SERVICES OF THE COUNTY MENTAL HEALTH DEPARTMENT AND OTHER AGENCIES IN THE COUNTY, CHILD MENTAL HEALTH HOSPITALIZATION RATES ARE CONSISTENTLY WELL BELOW THE STATEWIDE AVERAGE. OUR MANY OTHER MENTAL HEALTH PROGRAMS ALSO PROVIDE A BROAD ARRAY OF SERVICES THAT HAVE HELPED REDUCE HOMELESSNESS, INCREASE EMPLOYMENT, REDUCE INCARCERATION AND INCREASE STABILIZATION FOR MENTALLY ILL MEMBERS OF THE MANY COMMUNITIES THE AGENCY SERVES. 3484203 4141263 HOMES FOR DEVELOPMENTALLY DISABLED CHILDREN WHO WOULD BE PLACED IN A STATE DEVELOPMENTAL HOSPITAL IF NOT FOR THE SERVICES OF OUR HOMES - THE ORGANIZATION CURRENTLY OPERATES 2 SHORT-TERM INTENSIVE THERAPEUTIC HOMES; ONE IN ATASCADERO AND ANOTHER IN UKIAH, AND FOUR LONG-TERM INTENSIVE THERAPEUTIC HOMES; TWO IN UKIAH, ONE IN PASO ROBLES AND ONE IN PORTERVILLE. THE ORGANIZATION'S LONG-TERM THERAPEUTIC HOMES CONTINUE TO OFFER THESE CHILDREN A LONGER POSITIVE BEHAVIORAL SUPPORT MODEL IN ORDER TO TRANSITION RESIDENTS INTO A LIFE-LONG HOME-LIKE ENVIRONMENT. AT THIS STAGE OF THE PROCESS, THESE HOMES SUPPORT THE CHILDREN IN THEIR JOURNEY AND PROVIDE A STRENGTH-BASED SOUNDING BOARD FOR THE CHILDREN TO CONTINUE THEIR SUCCESSFUL ADAPTATIONS. ALL OF THESE THERAPEUTIC HOMES CONTINUE TO HAVE SUCCESSFUL OUTCOMES AND TO SUPPORT CHILDREN WHO ARE FACED WITH COMPLEX ISSUES. THE PRIMARY OBJECTIVE IS FOR THESE CHILDREN TO REMAIN OUT OF THE COSTLY STATE DEVELOPMENTAL HOSPITAL SYSTEM AND CONTINUE IN THE LEAST RESTRICTIVE CARE OPTIONS APPROPRIATE FOR THEIR NEEDS. THE TREMENDOUS ACCOMPLISHMENT OF THESE HOMES THIS YEAR IS THAT 98 PERCENT OF THE CHILDREN SERVED DID NOT HAVE TO BE PLACED IN A STATE HOSPITAL. 1355929 1570827 TRANSITIONAL AGE YOUTH PROGRAM (TAY) - IS CONTRACTED BY THE FRESNO COUNTY DEPARTMENTS OF BEHAVIORAL HEALTH AND CHILDREN AND FAMILY SERVICE TO PROVIDE OUTPATIENT MENTAL HEALTH SERVICES TO CONSUMERS THAT ARE BETWEEN THE AGES OF 16-24. THE TAY PROGRAM PROVIDES AN OPPORTUNITY FOR CONSUMERS TO RECEIVE MENTAL HEALTH SERVICES, SECURE AFFORDABLE HOUSING AND RECOGNIZE THEIR STRENGTHS AND ABILITIES TO SUCCESSFULLY GAIN INDEPENDENCE AND SELF-SUFFICIENCY IN THE COMMUNITY. SERVICES ARE TRANSITIONAL IN NATURE, WITH THE GOAL FOR THE CONSUMERS TO ACHIEVE SELF-SUFFICIENCY. THIS IS A PROGRAM THAT ASSISTS CONSUMERS WITH LIFE TRANSITIONS, AND EMPOWERS CONSUMERS TO ACHIEVE A VARIETY OF GOALS. CONSUMERS ALSO OBTAIN THE SKILLS THEY NEED TO LEARN TO LIVE INDEPENDENTLY IN THE COMMUNITY AS ADULTS. SERVICES INCLUDE PSYCHIATRIC EVALUATIONS/MEDICATION MONITORING, HEALTH EDUCATION, REFERRAL & LINKAGE TO PRIMARY CARE PHYSICIAN, CASE MANAGEMENT, INDIVIDUAL, GROUP, COUPLES & FAMILY PSYCHOTHERAPY, SOCIAL/EDUCATIONAL/EMPLOYMENT SKILLS, SUBSTANCE ABUSE TREATMENT, MONEY MANAGEMENT, LIFE SKILLS INSTRUCTIONS, ASSISTANCE WITH APPLYING FOR MEDI-CAL, SSI, GR AND/OR MEDICALLY INDIGENT SERVICES PROGRAM (MISP), PSYCHO-EDUCATIONAL GROUPS AND SUPPORTIVE HOUSING PLACEMENT. 21367408 24632583 IN OTHER AREAS OF PROGRAM SERVICE ACCOMPLISHMENT, THE COMMUNITY CORRECTIONS, SUBSTANCE ABUSE TREATMENT, FAMILY HOUSING, EMPLOYMENT SERVICES, PAYEE SERVICES, AFTERCARE SERVICES AND OTHER ANCILLARY SERVICE DEPARTMENTS PROVIDED NEEDED SERVICES FOR THOUSANDS OF PEOPLE. THE ORGANIZATION'S COMMUNITY CORRECTIONS, SUBSTANCE ABUSE TREATMENT AND HOUSING PROGRAMS TYPICALLY HAVE OVER 1,000 PEOPLE IN RESIDENCE RECEIVING SERVICES. THE ORGANIZATION'S OUTPATIENT PROGRAMS FOR YOUTH AND ADULTS TYPICALLY SERVE OVER 9,000 PEOPLE PER YEAR. 21367408 24632583 40350039 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 188 0 1 782 1 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X BRIAN SATO 5597328086 615 S ATWOOD STREET VISALIA CA 93277 GALE KUNS 1.00 X 0 0 0 CHARLES SOUTHARD 1.00 X 0 0 0 JAN K WILLIAMS 1.00 X 0 0 0 RICHARD GLEASON JR 1.00 X 0 0 0 ANNE MACDONALD 1.00 X 0 0 0 FRED NAVE 1.00 X 0 0 0 JODY MAGILL-RIVERA 1.00 X 0 0 0 JOHN LAUFMAN 1.00 X 0 0 0 J JEFF FLY 40.00 X 215287 0 0 RAYMOND BANKS 40.00 X 124042 0 0 WALTER LUNSFORD 40.00 X 125681 0 0 BRIAN SATO 40.00 X 111484 0 0 RICHARD ROSS 40.00 X 121744 0 0 JOSE OCHOA 40.00 X 101696 0 0 799934 0 0 6 0 1 0 ASHRAF ALI MD 711 N COURT STREET STE B VISALIA CA 93291 PSYCHIATRIC SERVICES 464310 DR PEDRO EVA MD 1146 W EVANS VISALIA CA 93277 PSYCHIATRIC SERVICES 411273 MOIRA LOCKE 5361 SIERRA VERDE RD IRVINE CA 92603 PSYCHIATRIC SERVICES 389456 ZAHIR AHMAD MD INC 11200 AVENUE 368 VISALIA CA 93291 PSYCHIATRIC SERVICES 289658 DR NORBERTO M TUASON 2400 N DOUTY HANFORD CA 93230 PSYCHIATRIC SERVICES 229303 7 22940 2785 22940 CONTRACT REVENUES 900099 44861481 44861481 CLIENT SERVICE FEES 900099 698636 698636 45560117 6915 6915 400 0 400 400 400 OTHER REVENUE 900099 1092394 1092394 1092394 46682766 46652911 0 6915 799934 799934 23431340 20505555 2925785 782204 649595 132609 4394984 3946112 448872 2428938 2110904 318034 707 707 37126 28351 8775 124 124 666006 631261 34745 3028422 2772464 255958 5538 952 4586 18527 18527 196987 176145 20842 OUTSIDE LABOR 3353712 3277155 76557 CLIENT EXPENSES 2376267 2376267 FOOD 841033 841033 VEHICLE EXPENSE 744198 744198 2459088 2270813 188275 45565135 40350039 5215096 0 3317231 4780794 8575961 7764760 18786 29331 379150 428107 3347502 1936327 1596688 1411175 16638 342132 446298 14229948 14877103 2881906 3556798 803920 690946 10544122 10629359 14229948 14877103 X 0 0 14229948 14877103 X 1117631 -1117631 X X 0 1 1 X 1 1 X 39966396 41552032 43978156 45050010 45977215 216523809 39966396 41552032 43978156 45050010 45977215 216523809 216523809 24430 9355 8784 6492 6915 55976 216579785 3054762 0.99970 0.99950 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 82500 82500 938042 319268 618774 1160273 837065 323208 502817 400668 102149 663870 379326 284544 1411175 DESIGNATED SAVINGS OBLIGATIONS 71142 ACCRUED VACATION 1308801 REFUNDABLE ADVANCES 756225 CLIENT TRUST FUNDS PAYABLE 460013 PAYABLE TO TURNING POINT FOUNDATION 7628873 UNRECOGNIZED REVENUE 50922 HEALTH INSURANCE PREMIUMS PAYABLE TO TURNING POINT FOUNDATION 353383 10629359 46682766 45565135 1117631 -1117631 -1117631 0 46682766 0 46682766 0 46682766 45565135 0 45565135 0 45565135 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: AS REQUIRED BY THE INCOME TAX TOPIC OF THE FINANCIAL ACCOUNTING STANDARDS BOARDS ACCOUNTING STANDARDS CODIFICATION (FASB ASC), THE CORPORATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. THE CORPORATION DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDES ANY UNCERTAIN TAX POSITIONS. PART XI, LINE 8 - OTHER ADJUSTMENTS: TRANSFER FROM AFFILIATE -1,117,631. X X X X 0 0 0 0 0 0 0 0 0 J JEFF FLY 139221 0 0 0 76066 0 0 0 0 0 215287 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE INITIAL REVIEW OF THE FORM 990 IS DONE BY THE CFO AND THE CEO. SUBSEQUENT TO THIS REVIEW, THE DRAFT IS FORWARDED TO THE AUDIT COMMITTEE FOR THEIR REVIEW. THE AUDIT COMMITTEE IS COMPRISED OF TWO ACCOUNTING PROFESSIONALS AND THE CEO OF ANOTHER NON-PROFIT ORGANIZATION. THE AUDIT COMMITTEE REVIEWS THE DRAFT AND RECOMMENDS CHANGES, IF NECESSARY. A FINAL DRAFT OF THE 990 REFLECTING ANY AMENDMENTS IS PREPARED AND PROVIDED TO THE FULL BOARD OF DIRECTORS PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY THROUGH ANNUAL WRITTEN DISCLOSURES. FORM 990, PART VI, SECTION B, LINE 15 FOR THE CEO POSITION, THE BOARD COMPENSATION REVIEW COMMITTEE COMPARED DATA FOR THE MOST RECENT YEAR FOR WHICH THE BEST COMPARABILITY DATA WAS AVAILABLE (SOURCE: GUIDESTAR CEO COMPENSATION CHECKPOINT 2009-2011 DATA) AND INFORMATION PREVIOUSLY REVIEWED. THE CURRENT CEO HAS A MASTERS DEGREE, VARIOUS CREDENTIALS AND OVER 35 YEARS OF SUCCESSFUL NONPROFIT CORPORATION EXPERIENCE. BASED ON THE NUMBER OF EMPLOYEES, TURNING POINT OF CENTRAL CALIFORNIA IS NOW IN THE TOP ONE TENTH OF ONE PERCENT OF ALL CORPORATIONS IN THE UNITED STATES (SOURCE: U.S. CENSUS BUREAU STATISTICS 2008 ECONOMIC CENSUS 00.1% OF 5,930,132 U.S. FIRMS HAVE OVER 500 EMPLOYEES). FOR THE CEO POSITION, THE TOTAL COMPENSATION WAS 93% OF THE MEDIAN AND THE TOTAL REVENUE OF THE AGENCY WAS 117% OF THE MEDIAN (TURNING POINT WAS $45,727,101 THAT YEAR VS. THE COMPARISON GROUP MEDIAN AT $39,037,586). AGENCY REVENUE GREW TO OVER $46,000,000 FOR THE 2011/12 FISCAL YEAR WHILE THE CEO TOTAL COMPENSATION FOR 2012 WAS EXPECTED TO BE EQUIVALENT OR LESS THAN THE PREVIOUS YEAR. BASED ON THIS ANALYSIS, THE TOTAL COMPENSATION PACKAGE FOR THE CEO POSITION WAS DEEMED WITHIN AN ACCEPTABLE RANGE AND THERE WAS NO RECOMMENDATION TO CHANGE THE SALARY RANGE AT THIS TIME. IT IS THE POLICY OF THE TURNING POINT AGENCY BOARD OF DIRECTORS TO KEEP SALARY LEVELS FOR ALL PERSONNEL COMPETITIVE WITH THE PUBLIC SECTOR AS WELL AS WITH COMPARABLE OCCUPATION GROUPS OF THE PRIVATE SECTOR WHEN POSSIBLE. TURNING POINT ADMINISTRATORS SHALL SEE THAT WHEN POSSIBLE SALARIES ARE ADJUSTED ANNUALLY TO MEET CHANGES IN THE COST OF LIVING AND TO CORRECT INEQUITIES. TURNING POINT SALARY RANGES SHALL PROVIDE FOR INCREASES BASED ON MERIT AND PERFORMANCE EVALUATIONS. THE BOARD COMPENSATION REVIEW COMMITTEE REVIEWS COMPARISON INFORMATION AVAILABLE, USUALLY OBTAINED FROM GUIDESTAR. THE COMMITTEE REVIEWS AND COMPARES SALARIES PAID TO TOP MANAGEMENT AND KEY EMPLOYEES OF TURNING POINT TO THOSE FOUND IN THE GUIDESTAR REPORT FOR AGENCIES OF SIMILAR CATEGORY AND SIZE. NO ONE WITH A CONFLICT OF INTEREST OR POTENTIAL CONFLICT OF INTEREST IS ALLOWED TO BE INVOLVED IN THE DELIBERATIONS OF SALARIES. THE COMMITTEE CONTEMPORANEOUSLY DOCUMENTS ITS REVIEW, DELIBERATIONS AND DETERMINATIONS IN THE FORM OF COMMITTEE REPORTS TO THE BOARD OF DIRECTORS. THE COMMITTEE ALSO REVIEWED COMPARABILITY DATA (SOURCE: GUIDESTAR NONPROFIT COMPENSATION REPORT 2009/11 CALIFORNIA DATA) FOR THE OTHER TOP ADMINISTRATIVE POSITIONS WITHIN THE AGENCY INCLUDING THE CHIEF FINANCIAL OFFICER, THE CHIEF OPERATING OFFICERS, THE LEGAL COUNSEL/REGIONAL EXECUTIVE DIRECTOR, THE REGIONAL EXECUTIVE DIRECTORS AND THE HUMAN RESOURCES DIRECTOR POSITIONS. THE PEOPLE IN THESE POSITIONS ALL HAVE EXTENSIVE EXPERIENCE AND EDUCATION. THE COMMITTEE LOOKED AT THE ACTUAL COMPARABILITY DATA FOR THE 2009/11 YEAR. BASED ON THE DATA REVIEWED, IT WAS DETERMINED THAT NONE OF THE TOTAL COMPENSATION PACKAGES COULD BE CONSIDERED UNREASONABLE OR EXCESSIVE SINCE ALL FELL EITHER CLOSE TO OR BELOW THE MEDIAN FOR THE 2009/11 YEAR. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: TRANSFER FROM AFFILIATE -1,117,631. TOTAL TO FORM 990, PART XI, LINE 5: -1,117,631. FORM 990 , PART XII, LINE 2C: AN AUDIT COMMITTEE IS APPOINTED THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS. TURNING POINT FOUNDATION PO BOX 7447 VISALIA CA 93290 942674284 SUPPORT OF TURNING POINT OF CENTRAL CALIFORNIA, INC.'S ACTIVITIES. CA 501(C)(3) LINE 9-PART 1 SCH. A N/A 0 TURNING POINT OF THE CENTRAL COAST PO BOX 7447 VISALIA CA 93290 942438196 SUPPORT OF THE SALINAS COMMUNITY CORRECTIONS PROGRAM CA 501(C)(3) LINE 9-PART 1 SCH. A N/A 0 0 0 0 0 1 0 0 0 0 1 0 0 1 1 0 0 1 0 TURNING POINT FOUNDATION E 7628873 CARRYING VALUE TURNING POINT FOUNDATION Q 1117631 COST TURNING POINT FOUNDATION J 619780 COST TURNING POINT FOUNDATION M TURNING POINT FOUNDATION N TURNING POINT FOUNDATION E 353383 CARRYING VALUE