2024-05-14T12:48:52-05:00 2023-06-30 954557617 Harrington Group CPAs LLP 2698 Mataro Street Pasadena CA 91107 990 2022-07-01 951660346 David and Margaret Home Inc DAVI 9095965921 1350 Third Street La Verne CA 91750 Dan Maydeck Executive Director 9095965921 2024-05-14 1 Dan Maydeck 999009999 1 Sean E Cain CPA P01612986 6264036801 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z David & Margaret Youth & Family Svcs Dan Maydeck 1350 Third Street La Verne CA 91750 16669009 0 X www.davidandmargaret.org X 1910 CA Therapeutic assistance to abused, neglected, and behaviorally challenged children, youth and their families. 16 16 215 60 0 0 5804630 15952518 0 0 4440 63951 185830 361902 5994900 16378371 698173 2456790 0 0 3681759 9514737 0 0 102444 1328558 3347288 5708490 15318815 286410 1059556 9067610 9063657 3880316 2812246 5187294 6251411 X The David & Margaret Home empowers children, youth and families through culturally diverse services that foster emotional, educational, spiritual and identity development. David & Margaret has been in existence for over 100 years and serves over 1,100 people annually. Our programs receive clients from multiple counties throughout the state. It is not a stopping place but a journey and a stepping stone to a brighter future, and a haven to children, youth, and families. 0 1 9015826 1286363 Unaccompanied Children - The Unaccompanied Children (UC) program is assigned the specific task of caring for children who are under 18 years old, have no legal lawful immigration status in the United States, and have no parent or legal guardian in the United States available to provide care and physical custody. The youth are placed in shelter care (generally 20-30 days) pending a disposition of their case. Some are in residential shelter care and some are placed in long-term foster care. During the year covered, 356 clients were served. 2112123 843075 322227 Transitional Living Programs - Aims to reduce the homelessness among current and foster youth by providing access to safe, affordable, and supportive housing for youth transitioning out of the foster care system. The program provides job training, educational support, case management and counseling. The Transitional Housing programs served 82 clients. 799205 327352 Foster Family Agency and Adoption Agency offers parent training and foster home approval for resource families; Foster-adoption program for resource families who want to move toward adoption; Treatment foster care, providing specialized training for resource families for clients requiring a higher level of care, 6,567 days of care were provided. The Foster Care program served 55 clients. 672602 Mental Health Program - Provides individual and family therapy, psychological testing, medication evaluation and follow-up, therapeutic behavioral services, and case management linkage to community resources. During the year covered, 132 clients were served.The Mental Health Program was closed as of June 2022 and transferred to the parent company, Haynes Family of Programs. 672602 12599756 1 1 0 0 0 0 0 0 0 1 1 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 1 0 0 0 0 1 0 0 0 1 24 0 1 215 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X Tony Williams CFO 9095932581 233 W Baseline Rd Box 400 La Verne CA 91750 Michelle Becker Chair 1.00 1.00 X X 0 0 0 Kelli Vanevenhoven Past Chair 1.00 1.00 X X 0 0 0 Kevin Hardy First Vice Chair 1.00 1.00 X X 0 0 0 Bob Dalton Vice Chair 1.00 1.00 X X 0 0 0 Jim Short Treasurer 1.00 1.00 X X 0 0 0 Hon Judge Robert A Dukes Secretary 1.00 1.00 X X 0 0 0 Brian Bowcock Board Member 1.00 1.00 X 0 0 0 Norm Dominguez Board Member 1.00 1.00 X 0 0 0 Dena Garvin-Smart Board Member (End 9/22) 1.00 1.00 X 0 0 0 Susan Hume Board Member 1.00 1.00 X 0 0 0 Kevin Kearney Board Member (End 9/22) 1.00 1.00 X 0 0 0 Guy La Rocque Board Member 1.00 1.00 X 0 0 0 Manuel Milla King Board Member 1.00 1.00 X 0 0 0 Patricia Lobello-Lamb Board Member 1.00 1.00 X 0 0 0 Robert H Mason Board Member 1.00 1.00 X 0 0 0 Brent Pasqua Board Member 1.00 1.00 X 0 0 0 Jonathan Reed PhD Board Member (End 9/22) 1.00 1.00 X 0 0 0 J Raymond Villanueva Board Member 1.00 1.00 X 0 0 0 Judith Wagner Board Member 1.00 1.00 X 0 0 0 Daniel Maydeck CEO 1.00 40.00 X 0 310631 41439 Tony Williams CFO 1.00 40.00 X 0 232655 41429 Sheila Davis HR/Operations Manager 40.00 X 103746 0 3067 103746 543286 85935 1 0 1 0 Oden Maintenance 950 Lyford Dr San Dimas CA 91773 Repairs 102005 1 15298787 653731 274279 15952518 54143 54143 9808 0 9808 9808 9808 612865 290638 322227 322227 Miscellaneous income 900099 39675 39675 39675 16378371 322227 0 103626 2456790 2456790 8041905 6917745 1080827 43333 88708 71091 16840 777 798475 719195 78439 841 585649 505837 76547 3265 8940 1876 7064 89724 89724 18256 8178 579 9499 10122 10122 458513 395722 32955 29836 143951 137953 5998 1212192 996771 208576 6845 100118 88317 11801 18957 5286 13671 1994 750 1121 123 284369 141271 143098 102422 87908 14514 Transfer to related org 400000 400000 Litigation settlement 400000 400000 Dues & subscriptions 73470 54944 16599 1927 Miscellaneous 24260 24260 15318815 12599756 2616615 102444 3521142 1136609 554166 475512 1351728 1390680 11836 11836 79286 169659 8550612 5075201 3509480 3475411 0 1517938 39972 886012 9067610 9063657 827817 1597685 669938 707348 382561 267999 2000000 0 0 239214 3880316 2812246 X 4776327 5921519 410967 329892 5187294 6251411 9067610 9063657 1059556 4561 0 X 0 1 X 1 1 1 X 16213372 11586417 11086622 5804630 15952518 60643559 16213372 11586417 11086622 5804630 15952518 60643559 60643559 137467 165513 77680 90 54143 434893 75427 24980 22194 23833 39675 186109 61264561 1285972 0.98990 0.98380 X Schedule A, Part II, Section A, Public Support: During the calendar year 2021, the organization approved the fiscal period change to match the managing organization's financial period. As such, the public support test calculation will only take into account the part-year revenue for the updated period. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 99653 99653 99653 99653 99653 99653 79653 20000 99653 79653 79653 1.00000 0 0 417774 417774 7604995 4565343 3039652 527843 509858 17985 3475411 Deposits 29989 Due from Haynes Family of Programs 620535 Right-of-use assets - operating leases 170098 Right-of-use assets - financing leases 65390 886012 Right-of-use liabilities - operating leases 172763 Right-of-use liabilities - financing leases 66451 239214 X 14450351 0 14450351 1928020 1928020 16378371 14518815 0 14518815 800000 800000 15318815 Part V, Line 4: The interest is used for scholarship expenditures of the organization while the corpus remains intact in perpetuity. Part X, Line 2: David & Margaret 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 David & Margaret in its federal and state exempt organization tax returns are more likely than not to be sustained upon examination. David & Margaret's returns are subject to examination by federal and state taxing authorities, generally for three and four years, respectively, after they are filed. Part XI, Line 4b - Other Adjustments: Forgiveness of paycheck protection program loan 1,801,725. Gain on disposals of assets 9,808. Employee retention tax credit 116,487. Part XII, Line 4b - Other Adjustments: Litigation settlement 400,000. Transfer from David & Margaret to Haynes Family of Programs 400,000. 1 Specific assistance to individuals & foster parents 423 2456790 Part I, Line 2: The organization maintains records to substantiate the amount of grants or assistance given and the selection criteria used to award the grants. The organization reviews and follows all requirements set by internal documents for issuing grants to individuals as stated in Section 3.3 in the Accounting and Financial Handbook. X X 0 0 0 0 0 0 0 0 0 Daniel Maydeck CEO 0 310631 0 0 0 0 0 8449 0 32990 0 352070 0 0 Tony Williams CFO 0 232655 0 0 0 0 0 2409 0 39020 0 274084 0 0 X 123425 Thrift shop value X 152963 95998 market value X Misc. 105822 54856 market value 0 1 0 Part I, Column (b): The number of contributions is calculated based on the number of items contributed. Form 990, Part III, line 3 The Mental Health Program was closed as of June 2022 and transferred to the parent company, Haynes Family of Programs. Form 990, Part VI, Section B, line 11b The Form 990 is reviewed by members of the board, Executive Director and Finance Director before submission to the IRS. Form 990, Part VI, Section B, line 12c All employees, and board members, of David & Margaret Youth and Family Services ("D&M") shall avoid any conflict of interest or appearance of conflict of interest between their own individual interests and those of D&M. The policy is regularly and consistently monitored by the governing body and signed annually. Form 990, Part VI, Section B, line 15 The Board of Directors of David & Margaret Youth and Family Services shall take the following steps in order to determine reasonable compensation for the Executive Director and the CFO: 1. The Board of Directors shall review and approve the executive compensation. Executive compensation shall be determined by persons who are knowledgeable in compensation matters and who have no financial interest in the determination. Executive compensation payments are presumed to be reasonable if the compensation arrangement is approved in advance by an authorized body composed entirely of individuals who do not have a conflict of interest with respect to the arrangement. 2. The Board of Directors shall use appropriate comparability data. Comparability data generally involves looking at compensation levels paid by similarly situated organizations for functionally comparable positions. One method is to obtain compensation surveys or studies from independent outside compensation consultants for this purpose. 3. The Board of Directors shall document in the minutes contemporaneous substantiation of the deliberation and decision for executive compensation. Form 990, Part VI, Section C, line 19 The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. The Form 990 can be accessed on another organization's website (www.guidestar.org). Haynes Family of Programs 233 W Baseline Rd PO Box 400 La Verne CA 91750 951506150 Services to at-risk youth and their families CA 501(c) Line 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0