2024-05-10T10:17:04-05:00 2023-06-30 951777440 GREEN HASSON & JANKS LLP 700 S FLOWER STREET SUITE 3300 LOS ANGELES CA 90017 990 2022-07-01 951647832 VISTA DEL MAR CHILD AND FAMILY SERVICES VIST 3108361223 3200 MOTOR AVE LOS ANGELES CA 90034 ROOSEVELENA WILSON PRESIDENT/CHIEF EXECUTIVE OFFICER 3108361223 2024-05-09 1 ROOSEVELENA WILSON 999009999 1 LIZBETH G NEVAREZ P01399868 3108731600 2024-05-09 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ROOSEVELENA WILSON 3200 MOTOR AVE LOS ANGELES CA 90034 49916920 0 X WWW.VISTADELMAR.ORG X 1908 CA TO PROVIDE COMPREHENSIVE, FAMILY-CENTERED SOCIAL, EDUCATIONAL AND BEHAVIORAL HEALTH SERVICES. 26 26 527 104 0 0 38124147 45737768 1058374 2424118 743787 639475 351982 220167 40278290 49021528 2112976 2098283 0 0 28418016 29583400 48000 48000 2667729 13698456 17060567 44277448 48790250 -3999158 231278 64620261 66926044 12267778 15506432 52352483 51419612 X TO PROVIDE COMPREHENSIVE, FAMILY-CENTERED SOCIAL, EDUCATIONAL AND BEHAVIORAL HEALTH SERVICES THAT ENCOURAGE CHILDREN, ADOLESCENTS AND THEIR FAMILIES TO LEAD SELF RELIANT, STABLE AND PRODUCTIVE LIVES. 1 1 13871121 0 0 FOR CHILDREN WHOSE EMOTIONAL, BEHAVIORAL, SOCIAL OR OTHER CHALLENGES PREVENT THEM FROM LIVING AT HOME, VISTA DEL MAR PROVIDES A SAFE, HOME-LIKE LIVING ENVIRONMENT WITHIN A COMPREHENSIVE TREATMENT SETTING. OUR PROGRAMS HELP TROUBLED CHILDREN MAKE THE TRANSITION BACK HOME OR TO SELF-SUFFICIENT COMMUNITY LIFE. OUR OPEN, 24-BED FACILITY FOR ADOLESCENT BOYS AND GIRLS IS STAFFED WITH SKILLED TEAMS OF CLINICAL SOCIAL. 11331347 2098283 1943485 VISTA DEL MAR'S OUTPATIENT SERVICES PROVIDES A WIDE RANGE OF COUNSELING PROGRAMS, INCLUDING FAMILY AND INDIVIDUAL THERAPY, TRAUMA RECOVERY, AN ARRAY OF CLASSES AND WORKSHOPS FOR PARENTS AND CAREGIVERS, AND ASSESSMENT AND DIAGNOSTIC SERVICES FOR CHILDREN AND ADOLESCENTS WITH LEARNING DISABILITIES AND OTHER DELAYS, INCLUDING AUTISM. VISTA ALSO OFFERS CONFERENCES AND SEMINARS ADDRESSING CURRENT ISSUES IN CHILD DEVELOPMENT AND TREATMENT OF A VARIETY OF ISSUES AFFECTING CHILDREN AND THEIR FAMILIES. OUR INTERNATIONALLY RESPECTED POSTGRADUATE AND POSTDOCTORAL TRAINING PROGRAMS INCLUDE EXTENSIVE TRAINING AND CLASSES, SUPERVISION, AND CLINICAL WORK WITH OUR YOUNG PEOPLE AND THEIR FAMILIES. THE PSYCHO-EDUCATIONAL TRAINING PROGRAM OFFERS EXTENSIVE TRAINING AND SUPERVISION IN DIAGNOSTIC PSYCHOLOGICAL TESTING OF CHILDREN AND ADOLESCENTS ENROLLED IN OUR OUTPATIENT THERAPY SERVICES PROGRAMS DEMONSTRATE BETTER MANAGEMENT OF THE BEHAVIORAL CHALLENGES WHICH IMPACT THEIR ABILITY TO SUCCESSFULLY FUNCTION IN SCHOOL AND IN THE COMMUNITY. PSYCHOEDUCATIONAL TESTING SERVICES ARE ALSO AVAILABLE TO IDENTIFY LEARNING DIFFERENCES AND DEVELOP STRATEGIES TO ENHANCE THE DEVELOPMENT OF COGNITIVE SKILLS. ADDITIONALLY, THE REISS DAVIS GRADUATE PROGRAM OFFERS AN ADVANCED DEGREE TO SUPPORT THE DEVELOPMENT OF PROFESSIONALS WITH EXPERTISE IN MANAGING EMOTIONAL CHALLENGES OF CHILDREN ACROSS THE DEVELOPMENTAL SPECTRUM. 7216851 0 480633 VISTA DEL MAR PROVIDES A BROAD SPECTRUM OF COMMUNITY-BASED SERVICES FOR CHILDREN, ADOLESCENTS, YOUNG ADULTS AND FAMILIES, INCLUDING ADOPTIONS AND FOSTER HOME CARE, THROUGH OUR STATE-LICENSED, HAGUE-ACCREDITED PRIVATE ADOPTION AGENCY. WE ALSO OFFER INDIVIDUAL AND FAMILY COUNSELING, PARENT EDUCATION, TEACHER TRAINING, AND OTHER CASE-MANAGEMENT SERVICES AT MORE THAN 20 LOS ANGELES AND SANTA MONICA-MALIBU UNIFIED SCHOOL DISTRICT SCHOOLS. WE PROVIDE CHILD CARE IN A NETWORK OF 20 STATE-LICENSED FAMILY CHILD CARE HOMES IN THE HOLLYWOOD AND MID-WILSHIRE AREAS, AS WELL AS IN-HOME FAMILY COUNSELING, DIRECT CHILD COUNSELING, EARLY HEAD START SERVICES AND SCHOOL READINESS PARENT-CHILD EDUCATION AND SUPPORT GROUPS, AND LINKAGE TO EARLY CARE AND EDUCATION, HEALTH AND SOCIAL SERVICES. OUR "WRAPAROUND" SERVICES OFFER AN ALTERNATIVE TO OUT-OF-HOME CARE BY IDENTIFYING AND BUILDING UPON A FAMILY'S STRENGTHS AND SUPPORT SYSTEMS, TO HELP THESE VULNERABLE CHILDREN TO REMAIN IN THEIR COMMUNITIES. 6548606 0 0 VISTA'S NON-PUBLIC SCHOOL IS ACCREDITED BY THE WESTERN ASSOCIATION OF SCHOOLS AND COLLEGES (WASC) AND SERVES CHILDREN, PRE-SCHOOL THROUGH GRADE 12, WHO HAVE STRUGGLED IN OTHER SCHOOL SETTINGS. AFTER ASSESSING EACH CHILD AND CREATING A COMPREHENSIVE INDIVIDUALIZED EDUCATION PLAN (IEP), WE TAILOR EACH CHILD'S COURSES TO ADDRESS THEIR SPECIAL NEEDS, WHILE ENCOURAGING THEM TO GROW EMOTIONALLY AND ACADEMICALLY. IN ADDITION TO TRADITIONAL COURSEWORK, STUDENTS MAY PARTICIPATE IN A NUMBER OF THERAPEUTIC ARTS CLASSES AND OTHER OFFERINGS THAT INSPIRE CONFIDENCE AS WELL AS PROVIDING INCENTIVE TO STAY IN SCHOOL. WE MAINTAIN A LOW STUDENT-TO-TEACHER RATIO (3:1) AND OUR EDUCATIONAL AND CLINICAL STAFF CREATE AN ATMOSPHERE OF SUCCESS, TAKING INTO ACCOUNT THE PERSONAL CHALLENGES OF EACH CHILD'S LIFE SO THAT THEY CAN HAVE A POSITIVE SCHOOL EXPERIENCE. APPROXIMATELY 65% OF OUR STUDENTS CONTINUE THEIR EDUCATION AFTER GRADUATING FROM VISTA DEL MAR, AND OUR VOCATIONAL SKILLS AND WORKABILITY PROGRAMS HELP STUDENTS DEVELOP EMPLOYABLE WORK SKILLS FOR THOSE SEEKING EMPLOYMENT. OUR INDEPENDENT LIVING SKILLS PROGRAM HELPS THOSE STUDENTS WHO ARE AGING OUT OF THE FOSTER CARE SYSTEM TO LEARN TO LIVE ON THEIR OWN. 6548606 0 0 38967925 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 165 0 1 527 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 26 26 1 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 1 1 0 CA X X LENA WILSON 3108361223 3200 MOTOR AVE LOS ANGELES CA 90034 ROOSEVELENA WILSON PRESIDENT/CHIEF EXECUTIVE OFFICER 37.50 0.00 X 340003 0 8840 DIANE DUNCAN CHIEF FINANCIAL OFFICER 37.50 0.00 X 236995 0 37599 JONATHAN PRIZANT CHIEF DEVELOPMENT & MARKETING OFFICER 37.50 0.00 X 199495 0 20349 JAMES GIBSON III CHIEF PROGRAM OFFICER 37.50 0.00 X 186713 0 15288 AMY JAFFE SR VICE PRESIDENT RESIDENTIAL PROGRAMS 37.50 0.00 X 178550 0 10671 ALINA VEGA VICE PRESIDENT CHILD DEVELOPMENT 37.50 0.00 X 150972 0 17259 TRACI LEVI VICE PRESIDENT OUTPATIENT SERVICES 37.50 0.00 X 125217 0 23486 JENNIFER BLISS DIRECTOR OF ADOPTIONS & FOSTER CARE 37.50 0.00 X 117553 0 6927 MARY MARTONE VICE PRESIDENT INTENSIVE HOME BASED SERVICES 37.50 0.00 X 116701 0 16128 BRIAN ROPER NPS DIRECTOR OF AUX SERVICES 37.50 0.00 X 105542 0 8944 RICHARD ACOSTA CO-CHAIR 4.00 0.00 X X 0 0 0 NANCY EPSTEIN CO-CHAIR 4.00 0.00 X X 0 0 0 PHILIP STEIN SECRETARY 4.00 0.00 X X 0 0 0 RACHAEL KLEIN TREASURER 4.00 0.00 X X 0 0 0 EDEN ALPERT-ANASTASIO BOARD MEMBER 1.00 0.00 X 0 0 0 DAN BUCATINSKY BOARD MEMBER 1.00 0.00 X 0 0 0 MATT CHERNISS BOARD MEMBER 1.00 0.00 X 0 0 0 JANET CIRELLO BOARD MEMBER 1.00 0.00 X 0 0 0 JILL FRIEDMAN BOARD MEMBER 1.00 0.00 X 0 0 0 NANCY HOLT BOARD MEMBER 1.00 0.00 X 0 0 0 ARTHUR JACOBSON BOARD MEMBER 1.00 0.00 X 0 0 0 MARLA KANTOR BOARD MEMBER 1.00 0.00 X 0 0 0 DAVID KONHEIM BOARD MEMBER 1.00 0.00 X 0 0 0 LAURIE KONHEIM BOARD MEMBER 1.00 0.00 X 0 0 0 FRANCESCO LUPARELLO BOARD MEMBER 1.00 0.00 X 0 0 0 DAN PALMER BOARD MEMBER 1.00 0.00 X 0 0 0 CHRIS SAYER BOARD MEMBER 1.00 0.00 X 0 0 0 JOSHUA SCHECHTER BOARD MEMBER 1.00 0.00 X 0 0 0 MARCUS SIKORS BOARD MEMBER 1.00 0.00 X 0 0 0 DARIO SVIDLER BOARD MEMBER 1.00 0.00 X 0 0 0 VIRANDA TANTULA BOARD MEMBER 1.00 0.00 X 0 0 0 KEITH TERASAKI BOARD MEMBER 1.00 0.00 X 0 0 0 YELENA VAYNER BOARD MEMBER 1.00 0.00 X 0 0 0 LISA VIDAL BOARD MEMBER 1.00 0.00 X 0 0 0 COLLIN WILLIAMS BOARD MEMBER 1.00 0.00 X 0 0 0 MARK ULRICH BOARD MEMBER 1.00 0.00 X 0 0 0 NIKKI MARK BOARD MEMBER (LEFT 6/23) 1.00 0.00 X 0 0 0 ANNA MARSHALL PAUL BOARD MEMBER (LEFT 6/23) 1.00 0.00 X 0 0 0 DAWNETTE ANDERSON BOARD MEMBER (LEFT 6/23) 1.00 0.00 X 0 0 0 1757741 0 165491 27 0 1 0 EFRAIN JACINTO DBA EJM HANDYMAN 1009 W 95TH STREET LOS ANGELES CA 90044 COMMERCIAL REPAIR AND PAINT WORK 334869 W & W CLEANING SERVICES INC 823 ANCHORAGE PLACE CHULA VISTA CA 91914 JANITORIAL SERVICES 277770 JLL GENERAL CONSTRUCTION 2743 WASHINGTON AVENUE EL MONTE CA 91733 GENERAL CONTRACTOR 260380 SANTOS CRUZ DBA SANTOS HANDYMAN 2217 1/2 S CATALINA STREET LOS ANGELES CA 90007 COMMERCIAL REPAIR AND PAINT WORK 204957 CARLA LANUZA 2647 1/2 REDONDO BLVD LOS ANGELES CA 90016 CHILD CARE PROVIDER 192457 13 692580 39743337 5301851 232139 45737768 CLIENT SERVICE FEES 900099 1602797 1602797 PRIVATE ADOPTION FEES 900099 480633 480633 OTHER EDUCATION FEES 900099 340688 340688 2424118 626466 626466 577704 564695 13009 13009 13009 97470 692580 329037 -231567 -231567 3320 1660 1660 1660 OTHER INCOME 900099 450074 450074 450074 49021528 2424118 0 859642 2098283 2098283 1202063 1047401 119788 34874 22950647 19951979 2322763 675905 575545 518096 44405 13044 2912293 2621595 224693 66005 1942852 1748921 149897 44034 611192 611192 152080 152080 48000 48000 94482 94482 4533321 1705801 2191900 635620 125097 86971 14092 24034 1474524 1109118 286373 79033 140302 119079 16607 4616 3856806 3411743 248286 196777 777571 770552 6703 316 363058 240969 43131 78958 294192 93895 162667 37630 1234543 631392 172520 430631 533758 496034 30126 7598 FOOD & PROVISIONS 927583 926690 893 PROGRAM SUPPLIES 203900 203900 MEMBERSHIP DUES 107101 74459 12065 20577 SUBSCRIPTIONS & PUBLICA 56290 39134 6341 10815 1574767 1071913 243592 259262 48790250 38967925 7154596 2667729 998208 687337 1737129 363659 6434736 13455180 8031029 3478760 146680 125427 421017 1045427 36168894 13692698 21551788 22476196 19972415 20827885 1020772 5327259 3445401 64620261 66926044 6958095 6429603 2395432 419103 2900000 7622192 14251 1035534 12267778 15506432 X 36972137 37919997 15380346 13499615 52352483 51419612 64620261 66926044 X 231278 210334 -1374483 X X 0 1 X 1 1 1 X 40696126 40230520 43984240 38124147 45737768 208772801 40696126 40230520 43984240 38124147 45737768 208772801 1734999 207037802 745313 541331 307892 743787 626466 2964789 119875 132449 410424 399616 450074 1512438 213250028 6935668 0.97090 0.96710 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7470300 395167 127810 139245 7854032 8618645 -841774 306571 7470300 6878613 1205342 825117 290427 8618645 7117427 -61258 177556 6878613 7289604 71085 243262 7117427 0.00000 0.91210 0.08790 0 0 796167 796167 27830594 10573906 17256688 3154108 666603 2487505 3858450 2452189 1406261 529575 529575 22476196 BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUSTS 3379189 DEPOSITS 66212 3445401 GIFT ANNUITIES PAYABLE 10401 LEASE LIABILITIES 1025133 1035534 X 48202112 210334 288260 -1223527 -724933 48927045 94483 94483 49021528 49134983 288260 150956 439216 48695767 94483 94483 48790250 PART V, LINE 4: THE PRIMARY LONG-TERM FINANCIAL OBJECTIVE FOR VISTA DEL MAR'S ENDOWMENTS IS TO PRESERVE THE REAL (INFLATION-ADJUSTED) PURCHASING POWER OF ENDOWMENT ASSETS AND INCOME AFTER ACCOUNTING FOR ENDOWMENT SPENDING, INFLATION AND COSTS OF PORTFOLIO MANAGEMENT. VISTA DEL MAR'S BOARD OF DIRECTORS HAS APPROVED A SPENDING POLICY THAT WILL DISTRIBUTE A SPECIFIC PAYOUT RATE (5%) OF THE ENDOWMENT BASE (CALCULATED AS THE THREE-YEAR AVERAGE MARKET VALUE OF ENDOWMENT FUNDS) TO SUPPORT VISTA DEL MAR'S PROGRAMS. SUCH A POLICY WILL ALLOW FOR A GREATER PREDICTABILITY OF SPENDABLE INCOME FOR BUDGETING PURPOSES AND FOR GRADUAL STEADY GROWTH FOR THE SUPPORT OF OPERATIONS BY THE ENDOWMENTS. IN ADDITION, THIS POLICY WILL MINIMIZE THE PROBABILITY OF INVADING THE PRINCIPAL OVER THE LONG TERM. PART X, LINE 2: VISTA DEL MAR RECOGNIZES THE IMPACT OF TAX POSITIONS IN THE FINANCIAL STATEMENTS IF THAT POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED ON AUDIT, BASED ON THE TECHNICAL MERITS OF THE POSITION. DURING THE YEAR ENDED JUNE 30, 2023, VISTA DEL MAR PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS AND DID NOT NOTE ANY MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR WHICH MIGHT HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF CHARITABLE REMAINDER TRUSTS -1,122,739. CHANGE IN VALUE OF PERPETUAL TRUST -250,356. FUNDRAISING EXPENSES 149,568. PART XII, LINE 2D - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 1,388. FUNDRAISING EXPENSES 149,568. X X X X X X 1 RACHEL KAUFMAN 8111 GLIDER AVE LOS ANGELES CA 90045 FUNDRAISING CONSULTANT, DATA ANALYSIS & DIRECT MAIL 0 0 48000 0 48000 CA GALA CONCERT 520804 488404 32400 93852 76350 25553 FLY ME TO THE MOON 141746 83826 57920 50600 5101 9184 1 127500 120350 7150 40229 13985 8943 5240 790050 692580 97470 40229 158437 90394 39977 329037 -231567 CA 0 0 0 0 0 0 1 CHILDCARE/DAYCARE PROVIDERS 17 1382933 FOOD GIFT CARDS 550 53845 SCHOLARSHIPS AND DISCOUNTS 25 72103 BOARDING PAYMENTS 29 436850 FLEX FUNDS - WRAPAROUND/FSSM 112 84484 CHILD ALLOWANCES 59 31503 SUBSIDIES FOR PEDS TESTING 2 8000 THERAPEUTIC INCENTIVES 273 28565 PART I, LINE 2: A ONE-PAGE APPLICATION MUST BE SUBMITTED TO THE SCHOLARSHIP PROGRAM COORDINATOR. THE SCHOLARSHIP PROGRAM COORDINATOR REVIEWS ALL APPLICATIONS. APPLICATIONS ARE REVIEWED FOR COMPLETENESS AND TO THE EXTENT POSSIBLE, ACCURACY AFTER A COMPLETE REVIEW OF THE APPLICATION, IT IS THE RESPONSIBILITY OF THE SCHOLARSHIP PROGRAM COORDINATOR TO PROVIDE THE SENIOR VICE PRESIDENT OF INTENSIVE INTERVENTION PROGRAMS WITH A RECOMMENDATION. THE PROGRAM COORDINATOR RECOMMENDS TO EITHER APPROVE OR DENY THE REQUEST. AGENCY REIMBURSES STUDENTS WHO PROVIDED EVIDENCE OF ENROLLMENT AND MAINTAIN ACCEPTABLE GRADE POINT AVERAGE. X X X X 0 0 0 0 0 0 0 0 0 ROOSEVELENA WILSON PRESIDENT/CHIEF EXECUTIVE OFFICER 340003 0 0 0 0 0 2600 0 6240 0 348843 0 0 0 DIANE DUNCAN CHIEF FINANCIAL OFFICER 236995 0 0 0 0 0 27000 0 10599 0 274594 0 0 0 JONATHAN PRIZANT CHIEF DEVELOPMENT & MARKETING OFFICE 199495 0 0 0 0 0 10787 0 9562 0 219844 0 0 0 JAMES GIBSON III CHIEF PROGRAM OFFICER 186713 0 0 0 0 0 5200 0 10088 0 202001 0 0 0 AMY JAFFE SR VICE PRESIDENT RESIDENTIAL PROGRA 178550 0 0 0 0 0 0 0 10671 0 189221 0 0 0 ALINA VEGA VICE PRESIDENT CHILD DEVELOPMENT 148972 0 0 0 2000 0 15016 0 2243 0 168231 0 0 0 X 3 130599 FMV X LEGO SETS 1 62657 FMV X MISC. ITEMS 9 32084 FMV X GIFT CARDS 6 6800 COST 0 0 0 PART I, COLUMN (B): NONCASH CONTRIBUTIONS ARE LISTED BY NUMBER OF CONTRIBUTORS. FORM 990, PART III, LINE 2 1. MOBILE CRISIS OUTREACH TEAMS (MCOT) IS OUTREACH AND ENGAGEMENT WHEN SOMEONE IN THE COMMUNITY IS IN A MENTAL HEALTH CRISIS. WE RESPOND TO THE CALL AS IT'S NOT NECESSARILY A CRIMINAL INCIDENT, BUT A MENTAL HEALTH MATTER. WE RESPOND TO THE COMMUNITY AND PERSON TO ASSIST WITH THE INCIDENT BY PROVIDING MENTAL HEALTH SERVICES, A POSSIBLE 5150 HOLD (INVOLUNTARY HOSPITALIZATION AND/OR REFERRALS TO COMMUNITY RESOURCES TO SECURE THE EMOTIONAL AND MENTAL HEALTH STATE OF THE INDIVIDUAL BACK TO A NORMAL LEVEL OF FUNCTIONING WITH COMMUNITY RESOURCES. REALLY A ONE TIME EVENT WITH THE CLIENT TO PROVIDE COMMUNITY SUPPORT. 2. UNACCOMPANIED ALIEN CHILDREN PROGRAM (OFFICE OF REFUGEE RESETTLEMENT -ORR). RESIDENTIAL (SHELTER AND/OR TRANSITIONAL FOSTER CARE) SERVICES FOR UNACCOMPANIED CHILDREN. FORM 990, PART III, LINE 3 DURING FY23 THE ORGANIZATION CLOSED THE ELEMENTARY AND MIDDLE SCHOOL. FORM 990, PART VI, SECTION A, LINE 2 THE FOLLOWING BOARD MEMBERS HAVE A FAMILY RELATIONSHIP: LAURIE, DAVID AND JON KONHEIM; CHRISTY AND MATTHEW CHERNISS. FORM 990, PART VI, SECTION A, LINE 8B THIS QUESTION IS NOT APPLICABLE SINCE THERE IS NO COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE CFO REVIEWS THE ORGANIZATION'S INFORMATIONAL TAX RETURNS PRIOR TO THEIR FINALIZATION AND FILING. THE FINAL COPY OF THE INFORMATIONAL TAX RETURN IS MADE AVAILABLE TO THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS AND A COPY OF THE FORM 990 IS PROVIDED TO THE THE FINANCE COMMITTEE OF THE BOARD BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS MONITORED BY THE ORGANIZATION THROUGH AN ANNUAL DISCLOSURE FORM THAT IS COMPLETED AND SIGNED BY EACH BOARD MEMBER AND EMPLOYEE OF THE ORGANIZATION. THE PRESIDENT/CEO'S EXECUTIVE ASSISTANT IS RESPONSIBLE FOR ENSURING ALL BOARD MEMBERS COMPLETE THE REQUIRED INFORMATION. THE EXECUTIVE COMMITTEE REVIEWS ANY POTENTIAL CONFLICTS OF INTEREST THAT MAY ARISE AND WILL TAKE THE APPROPRIATE ACTION. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD HAS A COMPENSATION COMMITTEE WHICH IS IN CHARGE OF REVIEWING COMPENSATION AND BENEFITS OF THE CEO AND THE CFO INDEPENDENTLY, WITHOUT THE PARTICIPATION OF THE INTERESTED PERSONS. THE COMPENSATION COMMITTEE CONSULTS PUBLISHED SURVEY DATA AVAILABLE FROM SOURCES SUCH AS STERLING STRATEGIES, INC., CHARITY NAVIGATOR, AND GUIDESTAR ON SALARY, BONUS (IF ANY), AND BENEFITS FOR CEO AND EXECUTIVE VICE PRESIDENT POSITIONS SPECIFICALLY FROM COMPARABLE NONPROFIT MENTAL HEALTH ORGANIZATION OF SIMILAR SIZE. RESULTS OF THESE DELIBERATIONS ARE DOCUMENTED IN THE MINUTES OF THE COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15B: THE ORGANIZATION'S DIRECTOR OF HUMAN RESOURCES USES DATA FROM PUBLISHED SALARY SURVEY GUIDES AND THE ECONOMIC SITUATION OF THE ORGANIZATION. THE POTENTIAL SALARY IS THEN DISCUSSED BY THE DIRECTOR AND CEO WITH EACH PROSPECTIVE MANAGER BEFORE BEING FINALIZED. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF CHARITABLE REMAINDER TRUSTS -1,122,739. CHANGE IN VALUE OF PERPETUAL TRUST -250,356. BAD DEBT EXPENSE -1,388. FORM 990, PART XII, LINE 2C: NO PROCESSES HAVE CHANGED FROM THE PRIOR YEAR.