2011-11-08T12:58:23-06:00 2010-12-31 Harrington Group CPAs LLP 2670 Mission Street Suite 200 San Marino CA 91108 990 2010-01-01 330470446 Oak Grove Institute Foundation Inc OAKG 9516775599 24275 Jefferson Avenue Murrieta CA 92562 Tamara Wilson 9516775599 2011-11-08 1 Carmen D Mosley 6264036801 2010 2016-03-07 17:11:31Z Tamara Wilson 24275 Jefferson Avenue Murrieta CA 92562 13475512 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. 12 11 345 16 0 0 5841542 7182061 5903878 6079514 26886 93772 88280 45716 11860586 13401063 271649 285412 0 0 7855348 8183140 0 0 0 2156539 2369501 10283536 10838053 1577050 2563010 13410489 15630118 4409329 4060331 9001160 11569787 Our mission is to rebuild the lives of at-risk children and their families through educating, healing, restoring relationships, building character and instilling hope. 0 0 5074602 681455 Oak Grove operates residential and educational facilities for children suffering from severe emotional trauma and disabilities. During the year, Oak Grove provided 28,100 days of care to 478 clients. 4559219 5398059 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 34,915 days of attendance. 9633821 1 1 0 0 0 0 0 0 0 1 0 0 0 0 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 0 1 35 0 1 345 1 0 0 0 0 0 0 0 0 0 0 0 X 12 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 Tamara Wilson 40.00 X X 173462 0 13200 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 Sonya Linden 1.00 X 0 0 0 Greg Pollack 1.00 X 0 0 0 Alyson Drago 1.00 X 0 0 0 Jonathan Martin 1.00 X 0 0 0 Marty Shea 1.00 X 0 0 0 Ginger Larson 1.00 X 0 0 0 Kevin M McGuire Esq 1.00 X 0 0 0 Fe Santiago 16.00 X 65976 0 0 239438 0 13200 1 0 1 0 Worldwide Research Center Inc 1007 Los Alisos North Fallbrook CA 92028 Pychiatric services 104800 1 73965 6908143 199953 89509 7182061 Nonpublic school 611600 5398059 5398059 Private placement fees 900099 462108 462108 Nutrition and workabil 900099 219347 219347 6079514 74532 74532 19712 472 19240 19240 19240 73977 73965 73977 0 Miscellaneous income 900099 45716 45716 45716 13401063 6079514 0 139488 285412 285412 252638 152088 100550 6519563 6011343 508220 43636 39913 3723 876301 828101 48200 491002 447417 43585 7776 6240 1536 30790 24708 6082 347087 278530 68557 164023 142657 21366 43909 41140 2769 600315 570535 29780 207918 200432 7486 154163 143372 10791 334018 311022 22996 Bad debt 196424 0 196424 Administrative 107936 0 107936 In-kind expense 89509 89509 0 Maintenance and repairs 27236 19950 7286 Housekeeping 25602 25602 0 32795 15850 16945 10838053 9633821 1204232 0 54355 106707 3844367 6201146 1920325 1919268 102394 67756 11466277 4533451 7097724 6932826 391324 402415 13410489 15630118 1037187 1071243 3372142 2989088 4409329 4060331 X 9001160 11569787 9001160 11569787 13410489 15630118 X 2563010 5617 X 0 1 1 X 1 1 X 5159764 5377517 5295592 5841542 7182061 28856476 5159764 5377517 5295592 5841542 7182061 28856476 28856476 71750 95492 97953 75492 74532 415219 29884 276010 4961 88280 45716 444851 29716546 28945216 0.97110 0.97240 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1750000 1750000 8052306 3132993 4919313 1194315 977681 216634 469656 422777 46879 6932826 13401063 10838053 2563010 5617 5617 2568627 13410480 5617 3800 9417 13401063 0 13401063 10841853 3800 3800 10838053 0 10838053 Description of Uncertain Tax Positions Under FIN 48: Part X: 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 64962 40518 24444 9084 15360 Golf Tournament 51110 28901 22209 13022 9187 2 31870 4546 27324 13947 13377 147942 73965 73977 36053 37924 73977 0 1 Various assistance to individuals 478 285412 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 163462 0 10000 0 0 0 0 0 13200 0 186662 0 0 0 X 2 38350 Estimated FMV X Donated materials, supplies & services for new bld 3 51159 Estimated FMV 0 0 0 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, Vice Chairman, and Secretary. 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 six years ago and has not been adjusted since. 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 the governing body decides to make changes in the future, the CFO's compensation will be determined and approved in the same process used to determine, review, and approve the CEO's compensation. 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. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Net unrealized gains on investments: 5,617.