2026-02-25T12:03:39-06:00 2025-06-30 953001179 WINDES INC 2050 MAIN ST STE 1300 IRVINE CA 92614 990 2024-07-01 952623230 TRI-COUNTIES ASSOCIATION FOR THE DEVELOPMENTALLY DISABLED INC TRI- 8059627881 520 E MONTECITO STREET SANTA BARBARA CA 93103 PHIL STUCKY CFO 8059627881 2026-02-23 1 1 ELEANOR A LIVINGSTON CPA MST P00226461 9498529433 2026-02-23 2024 2025-03-06 01:10:19Z TRI-COUNTIES REGIONAL CENTER PHIL STUCKY 520 E MONTECITO STREET SANTA BARBARA CA 93103 659035578 0 X WWW.TRI-COUNTIES.ORG X 1968 CA TCRC PROVIDES PERSON AND FAMILY CENTERED PLANNING, SERVICES AND SUPPORTS FOR INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES TO MAXIMIZE OPPORTUNITIES AND CHOICES FOR PEOPLE LIVING, WORKING, LEARNING, AND RECREATING IN THE COMMUNITY. THE MOST SIGNIFICANT ACTIVITIES INVOLVE ACCOMPLISHING THE GOALS THAT ARE IN THE FOCUS AREAS OF THE STRATEGIC PLAN. THESE FOCUS AREAS INVOLVE FAMILY SUPPORT, CULTURAL COMPETENCE, SPECIALIZED HEALTHCARE AND EMPLOYMENT. 13 13 594 52 0 0 532629954 643493283 10743792 14743397 883706 798898 13078 0 544270530 659035578 480283837 580187577 0 0 49546558 58472259 0 0 0 14449857 20388863 544280252 659048699 -9722 -13121 88512580 105258549 105906407 121006060 -17393827 -15747511 X TCRC PROVIDES PERSON AND FAMILY CENTERED PLANNING, SERVICES AND SUPPORTS FOR INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES TO MAXIMIZE OPPORTUNITIES AND CHOICES FOR PEOPLE LIVING, WORKING, LEARNING, AND RECREATING IN THE COMMUNITY. 0 0 652385489 580187577 14743397 THE ENTITY WAS ORGANIZED IN ACCORDANCE WITH THE PROVISIONS OF THE LANTERMAN DEVELOPMENTAL DISABILITIES SERVICES ACT OF THE WELFARE AND INSTITUTIONS CODE OF CALIFORNIA. IN ACCORDANCE WITH THE ACT, THE ENTITY WORKS IN PARTNERSHIP WITH PEOPLE WITH DEVELOPMENTAL DISABILITIES, THEIR FAMILIES, LOCAL COMMUNITIES, SERVICE PROVIDERS, AND THE GOVERNMENT. ITS MISSION IS TO ENABLE PERSONS WITH DEVELOPMENTAL DISABILITIES TO LIVE INDEPENDENT, PRODUCTIVE, AND SATISFYING LIVES IN THEIR COMMUNITY. THE ENTITY ALSO STRIVES TO LESSEN DEVELOPMENTAL DELAYS IN INFANTS AND YOUNG CHILDREN, AND MINIMIZE THE RISK OF DEVELOPMENTAL DISABILITIES. AMONG THE SERVICES AND SUPPORT THE ENTITY PROVIDES OR COORDINATES ARE DIAGNOSIS AND ASSESSMENT, INDIVIDUALIZED PLANNING AND SERVICE COORDINATION, EARLY INTERVENTION AND PREVENTION, COMMUNITY LIVING OPTIONS, SUPPORTED WORK AND VOCATIONAL PROGRAMS, ADVOCACY, TRAINING AND EDUCATIONAL OPPORTUNITIES, AND OTHER SUPPORT SERVICES FOR PERSONS SERVED AND FAMILIES. THE ENTITY SERVED OVER 21,000 CLIENTS IN THE FISCAL YEAR ENDING JUNE 30, 2025. 652385489 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 550 0 1 594 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X PHIL STUCKY CFO 8059627881 520 E MONTECITO STREET SANTA BARBARA CA 93103 SHAWNA HALL PRESIDENT 2.00 X X 0 0 0 REIKO KARL VICE PRESIDENT/TREASURER 2.00 X X 0 0 0 RYAN WILKINSON SECRETARY 2.00 X X 0 0 0 TIM FARRAR DIRECTOR 2.00 X 0 0 0 CRAIG JOHNSON DIRECTOR 2.00 X 0 0 0 NICOLE TUROFSKY DIRECTOR 2.00 X 0 0 0 CHARLES JORDAN DIRECTOR 2.00 X 0 0 0 YAMA BASSAM DIRECTOR 2.00 X 0 0 0 MARC GAMBERDELLA DIRECTOR 2.00 X 0 0 0 RAMON HOOPER DIRECTOR 2.00 X 0 0 0 APRIL LEWALLEN DIRECTOR 2.00 X 0 0 0 MARIANA MURILLO DIRECTOR 2.00 X 0 0 0 ELIZABETH WEBSTER DIRECTOR 2.00 X 0 0 0 OMAR NOORZAD PHD EXECUTIVE DIRECTOR 40.00 X 374566 0 51805 LORNA OWENS CHIEF FINANCIAL OFFICER 40.00 X 257200 0 44755 LANI ASHLEY PHD PSYCHOLOGIST 40.00 X 156336 0 17745 PAMELA CRABAUGH DIRECTOR OF SERVICES AND SUPPORTS 40.00 X 198852 0 22310 MIKE NAGEL DIRECTOR OF HUMAN RESOURCES/ORG DEV 40.00 X 156471 0 36064 PHIL STUCKY ASSISTANT CHIEF FINANCIAL OFFICER 40.00 X 146701 0 39864 DIVA JOHNSON ASSOCIATE EXECUTIVE DIRECTOR 40.00 X 174834 0 35895 1464960 0 248438 36 0 1 0 24 HR HOME CARE 1801 SOLAR DRIVE SUITE 200 OXNARD CA 93030 PERSONAL ASSISTANCE 37068065 CHANNEL ISLANDS SOCIAL SERVICES 4000 CALLE TECATE 200 CAMARILLO CA 93012 AGENCY RESPITE 22514048 RESPITE INC PO BOX 3380 PASO ROBLES CA 93447 AGENCY RESPITE 16915594 DEVEREUX PO BOX 6784 SANTA BARBARA CA 93160 RESIDENTIAL 16082705 UCP WORK INC 5320 CARPINTERIA AVE SUITE G CARPINTERIA CA 93013 RESIDENTIAL 13918239 293 643470102 23181 643493283 ICF SUPPLEMENTAL SERVICES INCOME 624100 14743397 14743397 14743397 798898 798898 659035578 14743397 0 798898 580187577 580187577 642008 642008 44152072 40996097 3155975 5587515 5207278 380237 7476322 6915349 560973 614342 563226 51116 300499 275496 25003 77000 70593 6407 4847552 4444214 403338 3494585 3203820 290765 5905193 5317522 587671 779492 730642 48850 609414 558708 50706 EQUIPMENT PURCHASES, RE 2783509 2551909 231600 OFFICE RELOCATION 1095231 907972 187259 TRAININGS 496388 455086 41302 659048699 652385489 6663210 0 2194 2194 12751278 27131940 50693236 49354360 912551 9165656 9381158 1270215 14772163 18334184 88512580 105258549 66710216 79528076 39196191 41477984 105906407 121006060 X -17393827 -15747511 -17393827 -15747511 88512580 105258549 X -13121 1659437 X 0 1 X 1 0 X 368732248 379607897 444001164 532629954 643493283 2368464546 368732248 379607897 444001164 532629954 643493283 2368464546 2368464546 42206 7426 168922 883706 798898 1901158 13078 13078 2370378782 51456455 0.99920 0.99930 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2023 AMOUNT: $ 13,078. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 OPERATING LEASE - ASSETS 18334184 18334184 RESERVE FOR UNEMPLOYMENT INSURANCE 266676 POST-RETIREMENT HEALTH CARE PLAN OBLIGATION 3843775 UNFUNDED DEFINED BENEFIT PLAN LIABILITY 17875562 OPERATING LEASE - LIABILITIES 19491971 41477984 X 661348729 2313151 2313151 659035578 0 659035578 661361850 0 661361850 -2313151 -2313151 659048699 PART X, LINE 2: THE CENTER RECOGNIZES THE FINANCIAL STATEMENT BENEFIT OF TAX POSITIONS, SUCH AS FILING STATUS OF TAX-EXEMPT, ONLY AFTER DETERMINING THAT THE RELEVANT TAX AUTHORITY WOULD MORE LIKELY THAN NOT SUSTAIN THE POSITION FOLLOWING AN AUDIT. THE CENTER IS SUBJECT TO POTENTIAL INCOME TAX AUDITS ON OPEN TAX YEARS BY ANY TAXING JURISDICTION IN WHICH IT OPERATES. THE STATUTE OF LIMITATIONS FOR FEDERAL AND CALIFORNIA STATE PURPOSES IS GENERALLY THREE AND FOUR YEARS, RESPECTIVELY. PART XI, LINE 2D - OTHER ADJUSTMENTS: OFFICE RELOCATION 1,155,364. RENTAL OFFSET 1,157,787. PART XII, LINE 4B - OTHER ADJUSTMENTS: OFFICE RELOCATION -1,155,364. RENTAL OFFSET -1,157,787. 1 LIVING OUT OF HOME 1065 118013836 DAY PROGRAMS 7804 156286067 TRANSPORTATION 656 32611284 SUPPORTED LIVING SERVICES 625 146896955 BEHAVIORAL SERVICES 2322 12869048 MEDICAL SERVICES 464 21813825 RESPITE SERVICES 4131 55176310 OTHER SERVICES 11524 36520252 PART I, LINE 2: ASSISTANCE IS PROVIDED TO RESIDENTS OF THE STATE OF CALIFORNIA WHO HAVE DEVELOPMENTAL DISABILITIES. TOTAL NUMBER OF CLIENTS IS 20,551. THE ENTITY KEEPS CONFIDENTIAL FILES ON EACH OF ITS CLIENTS. THE ORGANIZATION IS AUDITED BY THE STATE OF CALIFORNIA'S DEPARTMENT OF DEVELOPMENTAL SERVICES AND REVIEWED BY FEDERAL STAFF FROM CMS TO ENSURE COMPLIANCE. THE ORGANIZATION HAS INTERNAL ACCOUNTING AND AUDITING PROCEDURES TO REGULARLY MONITOR USE OF STATE FUNDS. VARIOUS REPORTS ARE PROVIDED TO THE DEPARTMENT OF DEVELOPMENTAL SERVICES (DDS) AS REQUESTED. DDS ALSO HAS ACCESS TO THE ORGANIZATION'S FINANCIAL DATA THROUGH THE STATEWIDE ACCOUNTING SYSTEM (UNIFORM FISCAL SYSTEM) THAT ALL CALIFORNIA REGIONAL CENTERS USE. SERVICES FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES ARE AUTHORIZED THROUGH A PLANNING TEAM PROCESS. ONLY SERVICES AUTHORIZED THROUGH THIS PROCESS CAN BE PAID. X X X X X 0 0 0 0 0 0 0 0 0 OMAR NOORZAD PHD EXECUTIVE DIRECTOR 374566 0 0 0 0 0 40640 0 11165 0 426371 0 0 0 LORNA OWENS CHIEF FINANCIAL OFFICER 257200 0 0 0 0 0 27906 0 16849 0 301955 0 0 0 PAMELA CRABAUGH DIRECTOR OF SERVICES AND SUPPORTS 198852 0 0 0 0 0 21575 0 735 0 221162 0 0 0 DIVA JOHNSON ASSOCIATE EXECUTIVE DIRECTOR 174834 0 0 0 0 0 18969 0 16926 0 210729 0 0 0 MIKE NAGEL DIRECTOR OF HUMAN RESOURCES/ORG DEV 156471 0 0 0 0 0 15412 0 20652 0 192535 0 0 0 PHIL STUCKY ASSISTANT CHIEF FINANCIAL OFFICER 146701 0 0 0 0 0 15917 0 23947 0 186565 0 0 0 LANI ASHLEY PHD PSYCHOLOGIST 156336 0 0 0 0 0 16962 0 783 0 174081 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B CPA FIRM AND CHIEF FINANCIAL OFFICER OF TCRC PRESENT THE FORM 990 TO THE AUDIT SUBCOMMITTEE OF THE TCADD BOARD FOR REVIEW AND APPROVAL. ONCE THIS IS APPROVED, THE FORM 990 IS PROVIDED TO THE FULL BOARD OF DIRECTORS BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD MEMBERS AND STAFF ANNUALLY COMPLETE A CONFLICT OF INTEREST STATEMENT (COI). THE BOARD REVIEWS COI STATEMENTS FROM BOARD MEMBERS AND THE AGENCY REVIEWS COI STATEMENTS FROM EMPLOYEES. ANY CONFLICT THAT ARISES THAT CANNOT BE RESOLVED BY MANAGEMENT OR IS NOT APPROPRIATE FOR MANAGEMENT, IS BROUGHT UP TO THE CHAIRMAN OF THE BOARD AND DEALT WITH BY THE BOARD ON A CASE BY CASE BASIS. FORM 990, PART VI, SECTION B, LINE 15 WHEN THE EXECUTIVE DIRECTOR'S CONTRACT IS UP FOR RENEWAL OR RENEGOTIATION, THE BOARD WILL RELY UPON COMPARABILITY DATA TO DETERMINE A FAIR COMPENSATION OF THE EXECUTIVE DIRECTOR. THE BOARD MAY USE RESOURCES LIKE COMPARABLE NONPROFIT ORGANIZATIONS IN TRI-COUNTIES REGIONAL CENTER'S AREA TO BENCHMARK PAY, ALONG WITH MARKET INFORMATION FROM OTHER REGIONAL CENTERS, PRIVATE FOUNDATIONS, AND NOT-FOR-PROFIT OR FOR-PROFIT ORGANIZATIONS TO ASSESS THE COMPETITIVENESS OF THE COMPENSATION. THE FULL BOARD REVIEWS COMPENSATION RECOMMENDATIONS AND WILL VOTE TO APPROVE. THE EXECUTIVE DIRECTOR (ED) HAS A 5-YEAR CONTRACT WITH THE BOARD OF DIRECTORS EFFECTIVE THROUGH DECEMBER 31, 2027. ALL COMPENSATION FOR THE ED FOLLOWS THE LANGUAGE OF THIS CONTRACT. NO ADDITIONAL COMPENSATION WAS PROVIDED, AND NO CHANGES WERE MADE TO THE CONTRACT IN EFFECT DURING THE TAX YEAR. AT THE TIME THE CONTRACT WAS ESTABLISHED, THE BOARD USED A PROCESS THAT INCLUDED THE ELEMENTS ABOVE. IN ADDITION, ALL EMPLOYEES, INCLUDING OFFICERS AND KEY EMPLOYEES, EXCLUDING THE EXECUTIVE DIRECTOR, RECEIVED A 6.0% INCREASE IN THEIR COMPENSATION EFFECTIVE JANUARY 2024. THE EXECUTIVE DIRECTOR PRESENTS TO THE BOARD FOR APPROVAL A RECOMMENDATION TO INCREASE SALARIES AND/OR BENEFITS OF MANAGEMENT AND CONFIDENTIAL EMPLOYEES. SALARY AND BENEFIT DATA FOR COMPARABLE NONPROFIT ORGANIZATIONS IN TRI-COUNTIES REGIONAL CENTER'S AREA, ALONG WITH MARKET INFORMATION FROM OTHER REGIONAL CENTERS, PRIVATE FOUNDATIONS, AND NOT-FOR-PROFIT OR FOR-PROFIT ORGANIZATIONS IS USED TO ASSESS THE COMPETITIVENESS OF THE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990 IS AVAILABLE UPON WRITTEN OR VERBAL REQUEST TO ANYONE WHO INQUIRES TO THE ORGANIZATION. DOCUMENTS, INCLUDING THE DETERMINATION LETTER, THE BYLAWS, AND THE ARTICLES OF INCORPORATION ARE ALSO AVAILABLE UPON REQUEST TO THE ORGANIZATION. FORM 990, PART XI, LINE 9: CHANGE DBP UNFUNDED LIABILITY OTHER THAN NET PERIODIC BENEFITS COSTS 1,659,437.