2025-03-24T16:54:07-07:00 2024-06-30 680146027 AGT CPAS AND ADVISORS 1726 COURT ST REDDING CA 96001 990 2023-07-01 954059206 San GabrielPomona Valleys Developmental Services Inc SANG 9096207722 75 Rancho Camino Drive Pomona CA 91766 Dara Mikesell CFO 2025-03-24 true true Kristel Maikranz CPA P01429203 5302413881 2023 2025-03-06 01:10:19Z Dara Mikesell 75 Rancho Camino Drive Pomona CA 91766 478563438 false X www.SGPRC.org X 1986 CA PROVIDES SERVICES FOR PERSONS WITH DEVELOPMENT DISABILITIES. 13 12 528 31 0 375660003 473169530 4626686 4681032 134810 467098 227038 245778 380648537 478563438 336066466 423567863 0 35684857 45530070 0 0 8897214 9465505 380648537 478563438 0 170122683 192306248 170122683 192306248 0 THE CENTER WORKS IN PARTNERSHIP WITH INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES, THEIR FAMILIES, SERVICE PROVIDERS AND THE COMMUNITY, TO PROMOTE CHOICE, EMPOWERMENT, INDEPENDENCE, AND FULL INCLUSION INTO COMMUNITY LIFE. false false 471970857 THE CENTER WAS ORGANIZED IN ACCORDANCE WITH PROVISIONS OF THE LANTERMAN DEVELOPMENTAL DISABILITIES SERVICES ACT (THE ACT) OF THE WELFARE AND INSTITUTIONS CODE OF CALIFORNIA. IN ACCORDANCE WITH THE ACT, THE CENTER 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 CENTER ALSO STRIVES TO LESSEN DEVELOPMENTAL DELAYS IN INFANTS AND YOUNG CHILDREN, AND MINIMIZE THE RISK OF DEVELOPMENTAL DISABILITIES. AMONG THE SERVICES AND SUPPORTS THE CENTER 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.THE ENTITY SERVED APPROXIMATELY 17,274 CLIENTS IN THE FISCAL YEAR ENDING JUNE 30, 2024.RESIDENTIAL CARE FACILITIES $168,862,229DAY PROGRAMS 144,578,420OTHER PURCHASED SERVICES 91,580,900TRANSPORTATION 18,546,314 ---------------TOTAL PROGRAM SERVICES $423,567,863OPERATING EXPENSES 48,402,994 ---------------TOTAL PROGRAM EXPENSES $471,970,857 471970857 true true false false false false false false true false false false false true true true true false false false false false false false false false false false true true false false false false false false false false false false false false false true false false false true 395 0 false 528 true false false false false false false false 0 false false false false false false false X 13 12 false false false false false false false true true false false true true true true true true true true false CA X Dara Mikesell 9096207722 75 Rancho Camino Drive Pomona CA 91766 Lucina Galarza Director of Community Svs 40.00 0.00 244853 0 40621 Raquel Sandoval Director of Human Resources 40.00 0.00 233749 0 31150 Jesse Weller Executive Dir. 40.00 0.00 X 232304 0 28939 Dara Mikesell CFO 40.00 0.00 X 212683 0 28981 Rosa Ham Controller 40.00 0.00 191542 0 32580 Patricia Ann Vannucci Associate Director 40.00 0.00 157848 0 46764 Gladys Santana Director of Client Services 40.00 0.00 164477 0 30388 Rosa Chavez Associate DIrector 40.00 0.00 159015 0 33613 Winnie Chiu Payroll Analyst 40.00 0.00 147796 0 42295 Cristina Silveo Luceno Fiscal Analyst 40.00 0.00 144402 0 41616 Salvador Gonzalez Director of Services Access Equity 40.00 0.00 158951 0 21803 Guadalupe Magallanes-Angel Associate Director 40.00 0.00 163473 0 14336 Phillip Loi Board Member 4.00 0.00 X 0 0 0 Bill Stewart Treasurer 4.00 0.00 X X 0 0 0 Paula Rodarte Board Member 4.00 0.00 X 0 0 0 Cris Schlanser VAC Chairperson 4.00 0.00 X 0 0 0 Julie Chetney President 4.00 0.00 X X 0 0 0 Trish Gonzales Secretary 4.00 0.00 X X 0 0 0 Joseph Huang Board Member 4.00 0.00 X 0 0 0 Sam Yi Board Member 4.00 0.00 X 0 0 0 Jaye Dixit Vice President 4.00 0.00 X X 0 0 0 Bruce Cruickshank Board Member 4.00 0.00 X 0 0 0 Karen Zarsadiaz Vice President 4.00 0.00 X X 0 0 0 Tina Wright Board Member 4.00 0.00 X 0 0 0 Richard Centeno Board Member 4.00 0.00 X 0 0 0 2211093 393086 78 false true false California Respite Care 545 N Mountain Ave 203 Upland CA 91786 Respite Agency 19082450 Social Vocational Service 3555 Torrance Blvd Torrance CA 90503 Adult Development Center 10427019 Premier Healthcare 6133 Bristol Pkwy 273 Culver City CA 90230 In Home Respite 9950031 Insight for Life 606 N Leaf Ave West Covina CA 91791 Residential Services 7805095 RSCR California Inc 10221 Trademark St Ste C Rancho Cucamonga CA 91730 Residential Services 7462305 405 473169530 473169530 ICF Supplemental Svc Inc 900099 4681032 4681032 4681032 467098 467098 0 0 0 0 0 0 0 Other Income 900099 245778 245778 245778 478563438 4681032 712876 0 423567863 423567863 0 0 468695 468695 0 37243695 33252069 3991626 0 7269643 6409847 859796 548037 483220 64817 0 159258 140422 18836 62355 58279 4076 0 0 0 0 372684 328606 44078 1651049 1455776 195273 0 0 2871920 2532252 339668 285954 50115 235839 0 0 0 0 0 494007 435580 58427 Contract Consults 2076911 1838290 238621 Volunteer Expenses 875590 875590 Equipment Expense 521588 459899 61689 Postage and Shipping 81281 71668 9613 12908 11381 1527 478563438 471970857 6592581 0 500 500 32434566 22108391 0 118410466 152638686 0 0 0 0 690950 852026 0 0 0 0 0 18586201 16706645 170122683 192306248 40095043 52588271 105215999 118544778 6001848 4203840 18809793 16969359 170122683 192306248 0 0 170122683 192306248 0 X false true X true true true X 287569579 320103307 329798718 380286689 477850562 1795608855 0 0 287569579 320103307 329798718 380286689 477850562 1795608855 0 1795608855 233912 21650 5255 134810 467098 862725 0 48079 29502 28401 227038 245778 578798 1797050378 0.99920 0.99940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true X DEPOSITS Due from state - leases 509778 Due from State- Accrued Vacation & Othe 2783282 Operating lease right of use asset 13413585 16706645 Accrued Vacation & Other Leave Benefits 2783282 Operating Lease Liability - Current Port 2001808 Operating Lease Liability - Long-Term 11921555 Reserve for Unemployment Insurance 100000 Retirement Plan Contribution Payable 162714 16969359 X 478618218 54780 54780 478563438 478563438 478625952 62514 62514 478563438 478563438 Part IV, Line 2b: Explanation of escrow account liability THE CENTER FUNCTIONS AS CUSTODIAN FOR THE RECEIPT OF CERTAIN GOVERNMENTAL PAYMENTS AND RESULTING DISBURSEMENTS MADE ON BEHALF OF REGIONAL CENTER CLIENTS. THESE CASH BALANCES ARE SEGREGATED FROM THE OPERATING CASH ACCOUNTS OF THE CENTER AND ARE RESTRICTED FOR CLIENT SUPPORT. SINCE THE CENTER IS ACTING AS AN AGENT IN PROCESSING THESE TRANSACTIONS, NO REVENUE OR EXPENSE IS REFLECTED ON THE ACCOMPANYING CONSOLIDATED STATEMENTS OF ACTIVITIES. THE FUNDS ARE DISBURSED FOR RESIDENTIAL CARE AND OTHER EXPENSES RELATED TO THE CARE OF THE SPECIFIC CLIENTS OF THE CENTER. Part X : FIN48 Footnote THE ORGANIZATION RECOGNIZES THE FINANCIAL STATEMENT BENEFIT OF TAX POSITIONS, SUCH AS THE 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 ORGANIZATION 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 PURPOSES IS GENERALLY THREE AND FOUR YEARS, RESPECTIVELY. Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 Richard D. Davis Foundation Rev w/o DR $54708 Richard D. Davis Foundation Rev w/ DR $72 Part XII, Line 2d: Other expenses and losses per audited F/S Richard D. Davis Foundation Expenses $62514 true 0 0 Residential Care 17274 168862229 Day Programs 17274 144578420 Transportation 17274 18546314 Other Purchase of Services 17274 91580900 Grantmaker's Description of How Grants are Used ASSISTANCE IS PROVIDED TO RESIDENTS OF THE STATE OF CALIFORNIA WHO HAVE DEVELOPMENTAL DISABILITIES. THE CENTER SERVICED MORE THAN 17,274 CLIENTS IN THE COURSE OF THE FISCAL YEAR 2023-24. FOR EVERY NEW APPLICANT, THE CENTER PROVIDED DIAGNOSTIC AND ASSESSMENT SERVICES. EACH ELIGIBLE CLIENT RECEIVED SERVICE COORDINATION SERVICES AND PURCHASED SERVICES BASED ON THEIR INDIVIDUALIZED FAMILY SERVICE PLAN OR INDIVIDUAL PROGRAM PLAN. CLIENTS LIVING IN RESIDENTIAL FACILITIES USUALLY ALSO RECEIVED DAY PROGRAM SERVICES INCLUDING SUPPORTING EMPLOYMENT AND TRANSPORTATION. ADULTS LIVING AT HOME, GENERALLY, RECEIVED DAY PROGRAM OR SUPPORTIVE EMPLOYMENT SERVICES AND TRANSPORTATION WHILE CHILDREN AND THEIR FAMILIES RECEIVE PREVENTIVE OR THERAPEUTIC SERVICES, RESPITE AND OTHER SUPPORT SERVICES THAT ARE NOT FUNDED BY OTHER SOURCES. THE CENTER MAKES YEARLY EXPENDITURE PROJECTIONS AND PREPARES MONTHLY REPORTS TO COMPARE ACTUAL EXPENDITURES WITH PROJECTED EXPENDITURES AND ACTUAL ALLOCATIONS. THE CENTER IS AUDITED BY DDS, AND ALSO REVIEWED BY FEDERAL STAFF FROM CMS TO ENSURE COMPLIANCE. X X X X X false false false false false false false false false Cristina Silveo Luceno Fiscal Analyst 144402 40349 1267 186018 Dara Mikesell CFO 212683 27529 1452 241664 Gladys Santana Director of Client Services 164477 21838 8550 194865 Guadalupe Magallanes-Angel Associate Director 163473 12996 1340 177809 Jesse Weller Executive Dir. 232304 20121 8818 261243 Lucina Galarza Director of Community Svs 244853 31877 8744 285474 Patricia Ann Vannucci Associate Director 157848 39422 7342 204612 Raquel Sandoval Director of Human Resources 233749 29645 1505 264899 Rosa Chavez Associate DIrector 159015 25061 8552 192628 Rosa Ham Controller 191542 23974 8606 224122 Salvador Gonzalez Director of Services Access Equity 158951 20497 1306 180754 Winnie Chiu Payroll Analyst 147796 41745 550 190091 Cris Schlanser Board member 1920018 Service Provider false Schedule L, Part V Supplemental Information (A) NAME OF PERSON: CRIS SCHLANSER(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: VAC CHAIR & AN EMPLOYEE OF A VENDOR(D) DESCRIPTION OF TRANSACTION: CRIS SCHLANSER WAS A FACILITY ADMINSTRATOR FOR CALIFORNIA MENTOR WHICH PARTNERS WITH THE REGIONAL CENTER TO FIND FAMILY HOME AGENCIES FOR CONSUMERS. HE IS ALSO THE CHAIRMAN OF THE VENDOR ADVISORY COMMITTEE OF THE BOARD OF DIRECTORS FOR FY 23-24. TOTAL AMOUNT PAID BY THE CENTER TO MEADCLIFF HOME, A FAMILY HOME AGENCY UNDER CALIFORNIA MENTOR, WAS $1,920,018. Form 990, Part VI, Section B, Line 11b AFTER THE OUTCOME OF THE INDEPENDENT AUDIT IS REVIEWED BY THE BOARD, THE FORM 990 IS PRESENTED TO ALL BOARD MEMBERS AT THE FOLLOWING MONTHLY BOARD MEETING. Form 990, Part VI, Section B, Line 12c ALL EMPLOYEES AND BOARD OF DIRECTORS COMPLETE AND SIGN A CONFLICT OF INTEREST REPORTING STATEMENT, ANNUALLY, DURING THE MONTH OF JULY. THE REPORTING STATEMENT, FORM OS 6016, IS PROVIDED BY THE STATE OF CALIFORNIA, HEALTH AND HUMAN SERVICES AGENCY, DEPARTMENT OF DEVELOPMENTAL SERVICES (DDS). THE INFORMATION IS REVIEWED AND SIGNED BY THE HUMAN RESOURCES DIRECTOR OR THE EXECUTIVE DIRECTOR OF THE REGIONAL CENTER. REPORTING STATEMENTS ARE FILED IN HUMAN RESOURCES. COPIES OF REPORTING STATEMENTS FOR THE EXECUTIVE DIRECTOR AND THE BOARD OF DIRECTORS ARE SENT TO DDS FOR REVIEW. IF A POTENTIAL CONFLICT OF INTEREST IS IDENTIFIED FOR ANY EMPLOYEE, BOARD MEMBER, OR THE EXECUTIVE DIRECTOR, A CONFLICT RESOLUTION PLAN IS SUBMITTED TO DDS, THE LOCAL AREA BOARD, AND THE LOCAL STATE COUNCIL, FOR REVIEW, APPROVAL, OR FURTHER DIRECTION. Form 990, Part VI, Section B, Line 15a THE EXECUTIVE DIRECTOR'S COMPENSATION IS ESTABLISHED THROUGH A CONTRACT WHICH IS DEVELOPED AND DETERMINED BY AN INDEPENDENT VOTE FROM THE BOARD OF DIRECTORS. THE STEPS FOR THE VOTE ARE AS FOLLOWS: FIRST, A SALARY SURVEY OF OTHER EXECUTIVE DIRECTORS IN THE REGIONAL CENTER SYSTEM AND EXECUTIVE DIRECTORS OF OTHER SIMILAR NON-PROFIT ORGANIZATIONS IS CONDUCTED TO ASSESS COMPARABLE COMPENSATION; SECOND, AN OUTSIDE CONSULTANT REVIEWS THE CONTRACT WITH THE BOARD OF DIRECTORS; THIRD, THE BOARD ASSESSES THE FINDINGS AND MAKES AN INDEPENDENT VOTE WITH THE INTERESTED PARTY NOT PRESENT. THE ON-GOING ANNUAL COMPENSATION IS DERIVED BY A PERFORMANCE REVIEW OF THE ANNUAL GOALS AND ESSENTIAL JOB FUNCTIONS OF THE EXECUTIVE DIRECTOR. THE EVALUATION IS COMPLETED BY THE BOARD OF DIRECTORS WITH INPUT FROM THE HUMAN RESOURCES DIRECTOR. THE EVALUATION DETERMINES IF A MERIT INCREASE OR ANY OTHER PERFORMANCE COMPENSATION AWARD IS APPROPRIATE. Form 990, Part VI, Section B, Line 15b KEY EMPLOYEES ARE TREATED AS ALL OTHER POSITIONS WITH UP TO A 4% MERIT INCREASE ANNUALLY BASED ON PERFORMANCE. ANYTHING OUTSIDE OF A TYPICAL MERIT INCREASE IS PRESENTED TO THE BOARD FOR APPROVAL. Form 990, Part VI, Section C, Line 19 THE FEDERAL FORM 990 IS AVAILABLE UPON REQUEST. ALL OTHER DOCUMENTS ARE POSTED ON SAN GABRIEL/POMONA REGIONAL CENTER WEBSITE. PART VI, SECTION A, LINE 1B PURSUANT TO THE LANTERNMAN ACT OF THE STATE OF CALIFORNIA, THE CENTER IS REQUIRED TO APPOINT PERSONS WITH DISABILITIES (CLIENT WHO RECEIVE SERVICES) OR THEIR PARENTS OR LEGAL GUARDIANS TO THE BOARD OF DIRECTORS. THE LANTERMAN ACT ALSO REQUIRES ONE BOARD MEMBER TO BE A CLIENT SERVICE PROVIDER. TO COMPLY WITH THIS STATE LAW, THE CENTER'S BOARD OF DIRECTORS INCLUDES 4 CLIENTS, 6 PARENTS/LEGAL GUARDIANS OF CLIENTS, 2 COMMUNITY MEMBERS, AND 1 SERVICE PROVIDER AS OF JUNE 30, 2024. Richard D Davis Foundation Inc 75 Rancho Camino Drive Pomona CA 91766 930977399 Supporting San Gabriel/Pomona RC CA 501(c)3 10 N/A false false false false false false false false false false false false true false true true false false false false Richard D Davis Foundation Inc l 1400 Estimate