2025-04-23T00:11:36-05:00 2024-06-30 953001179 WINDES INC 2050 MAIN ST STE 1300 IRVINE CA 92614 990 2023-07-01 953735517 SAN DIEGO IMPERIAL COUNTIES DEVELOPMENTAL SERVICES INC SAND 8585762996 4355 RUFFIN ROAD 200 SAN DIEGO CA 92123 DULCE MORIN CFO 8585762996 2025-04-21 1 1 ELEANOR A LIVINGSTON CPA MST P00226461 9498529433 2025-04-21 2023 2025-03-06 01:10:19Z MARK KLAUS 4355 RUFFIN ROAD 200 SAN DIEGO CA 92123 820842529 0 X WWW.SDRC.ORG X 1982 CA SEE SCHEDULE O.TO SERVE PERSONS WITH, OR AT RISK OF, DEVELOPMENTAL DISABILITIES AND THEIR FAMILIES THROUGH THE OPERATION OF A STATE FUNDED REGIONAL CENTER, AND OTHER SPECIALIZED PROGRAMS, IN COLLABORATION AND COORDINATION WITH PUBLIC AND PRIVATE AGENCIES AND OTHER AGENCIES. 19 18 949 18 0 0 696341431 805526385 12928015 13584871 170831 1731273 198748 0 709639025 820842529 608931805 715416594 0 0 70324548 76680698 0 0 0 29939187 26564824 709195540 818662116 443485 2180413 149224718 151306213 159117048 163966269 -9892330 -12660056 X SEE SCHEDULE O.TO SERVE AND EMPOWER PERSONS WITH DEVELOPMENTAL DISABILITIES AND THEIR FAMILIES TO ACHIEVE THEIR GOALS WITH COMMUNITY PARTNERS. 0 0 783766566 715416594 13584871 SEE SCHEDULE O.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 SUPPORTS 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 CONSUMERS AND FAMILIES. SEE SCHEDULE I FOR A BREAKOUT OF EXPENSES FOR PROGRAM SERVICE ACCOMPLISHMENTS. 783766566 1 1 0 0 0 0 0 0 1 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 1 929 0 1 949 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X DULCE MORIN 8585762996 4355 RUFFIN ROAD 200 SAN DIEGO CA 92123 X MARK KLAUS EXECUTIVE DIRECTOR 40.00 X X 435374 0 26138 DAVID HADACEK CHAIR 1.00 X X 0 0 0 TESSIE BRADSHAW VICE CHAIR 1.00 X X 0 0 0 SHIRLEY NAKAWATASE SECRETARY 1.00 X X 0 0 0 MATTHEW STOREY TREASURER 1.00 X X 0 0 0 NORMA RAMOS IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 TERRI COLACHIS ARCA REP 1.00 X X 0 0 0 CHRIS HODGE MEMBER AT LARGE 1.00 X 0 0 0 VIRGINIA BEYER MEMBER 1.00 X 0 0 0 BETH BLAIR MEMBER (UNTIL 02/2024) 1.00 X 0 0 0 ELMO DILL MEMBER 1.00 X 0 0 0 PAMELA EHLERS MEMBER (UNTIL 02/2024) 1.00 X 0 0 0 JOHNY ESPINOZA MEMBER (UNTIL 02/2024) 1.00 X 0 0 0 WENDY FORKAS MEMBER 1.00 X 0 0 0 JAMES GONZALEZ MEMBER 1.00 X 0 0 0 YASUKO MASON MEMBER (UNTIL 02/2024) 1.00 X 0 0 0 LAURA OAKES MEMBER 1.00 X 0 0 0 JULIE RANDOLPH MEMBER 1.00 X 0 0 0 ERIK RASCON MEMBER 1.00 X 0 0 0 TIMOTHY RIEMANN MEMBER 1.00 X 0 0 0 KIMBERLY RUCKER MEMBER 1.00 X 0 0 0 MARTHA SOTO-ACEVES MEMBER (UNTIL 02/2024) 1.00 X 0 0 0 MARK UYEDA MEMBER 1.00 X 0 0 0 ANGELA YATES MEMBER 1.00 X 0 0 0 KATHERINE G KINNAMONT ASSOCIATE EXECUTIVE DIRECTOR 40.00 X 237777 0 13765 JAIME BAREA PHYSICIAN 40.00 X 275289 0 17123 CHRISTINE LUX-WHITING DIRECTOR HUMAN RESOURCES 40.00 X 193305 0 11730 GABRIELLLA OHMSTEDE MANAGER, SOFTWARE DEVELOPMENT 40.00 X 185886 0 10847 SETH MADER DIR INFORMATION SYSTEMS 40.00 X 168428 0 10248 KIMBERLY STEITZ DIRECTOR CLIENT SERVICES 40.00 X 176118 0 11838 1672177 0 101689 81 0 1 0 ARC 3030 MARKET STREET SAN DIEGO CA 92102 RESPITE, ILS, DAY PROGRAM 15459013 COMMUNITY INTERFACE 2621 ROOSEVELT STREET CARLSBAD CA 92008 ILS,SLS,DAY PROGRAM, RESPITE 14572195 TOWARD MAXIMUM IND 4740 MURPHY CANYON ROAD STE 300 SAN DIEGO CA 92123 DAY PROGRAM, ILS, PLACEMENT 14392755 HOME OF GUIDING HANDS 1908 FRIENDSHIP DRIVE EL CAJON CA 92020 RESPITE, ILS, PLACEMENT, FMS 13455034 MERAKEY ALLOS 620 E GERMANTOWN PIKE LAFAYETTE PA 19444 SPECIALIZED RESIDENTIAL HOME PROVIDER 11972876 1072 X 805526385 805526385 INTERMEDIATE CARE FACILITY 900099 12577379 12577379 SOFTWARE CONSULTING 900099 533811 533811 CLIENT SERVICE 900099 473681 473681 13584871 1731273 1731273 820842529 13584871 0 1731273 715416594 715416594 695382 695382 62042392 55418742 6623650 8123630 7216452 907178 4919400 4348313 571087 899894 795426 104468 633312 633312 140150 140150 1833018 1833018 738745 738745 10650627 10650627 655446 571039 84407 400945 400945 902496 902496 GENERAL EXPENSES 4320512 4320512 PUBLIC INFORMATION AND 3803286 3803286 FACILITY MAINTENANCE 2030666 2030666 POSTAGE 191753 191753 263868 263868 818662116 783766566 34895550 0 X 17669308 8690848 24715004 15145275 26786293 55477831 4340517 4349876 1177912 1072213 74535684 66570170 149224718 151306213 72210155 83021307 3478451 3247023 83428442 77697939 159117048 163966269 X -9892330 -12660056 -9892330 -12660056 149224718 151306213 X 2180413 -2517072 -2431067 X 0 1 X 1 1 1 X 511424601 548130431 575187562 696341431 805526385 3136610410 511424601 548130431 575187562 696341431 805526385 3136610410 3136610410 195027 15585 26904 170831 1731273 2139620 162342 207128 554864 198748 1123082 3139873112 57328051 0.99900 0.99930 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER MISCELLANEOUS INCOME - 2019 AMOUNT: $ 22,448. 2020 AMOUNT: $ 78,713. 2021 AMOUNT: $ 388,916. 2022 AMOUNT: $ 81,682. CLIENT SERVICES - 2019 AMOUNT: $ 139,894. 2020 AMOUNT: $ 128,415. 2021 AMOUNT: $ 165,948. 2022 AMOUNT: $ 117,066. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 0 DUE FROM STATE - DEFERRED RENT 3364575 DUE FROM STATE - ACCRUED LEAVE/RETIREMENT 25133678 OPERATING LEASE 38071917 66570170 ACCRUED PENSION CONTRIBUTIONS 36261447 OPERATING LEASE 41436492 77697939 X 818325457 -2517072 -2517072 820842529 0 820842529 818662116 0 818662116 0 818662116 PART IV, LINE 2B: THE REGIONAL CENTER FUNCTIONS AS CUSTODIAN FOR THE RECEIPT OF CERTAIN GOVERNMENTAL PAYMENTS AND RESULTING DISBURSEMENTS MADE ON BEHALF OF A PORTION OF REGIONAL CENTER CLIENTS. A LARGE MAJORITY OF THE CLIENT SUPPORT RECEIVED COMES FROM SOCIAL SECURITY. THE FUNDS ARE DISBURSED FOR RESIDENTIAL CARE AND OTHER EXPENSES RELATED TO THE CARE OF SPECIFIC CLIENTS OF THE REGIONAL CENTER. PART X, LINE 2: THE REGIONAL CENTER HAS RECEIVED TAX-EXEMPT STATUS FROM THE INTERNAL REVENUE SERVICE AND CALIFORNIA FRANCHISE TAX BOARD UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE REVENUE AND TAXATION CODE. TAX-EXEMPT STATUS IS GENERALLY GRANTED TO NONPROFIT ENTITIES ORGANIZED FOR CHARITABLE OR MUTUAL BENEFIT PURPOSES. TAX REGIONAL CENTER ACCOUNTS FOR INCOME TAXES IN ACCORDANCE WITH FASB ASC 740, INCOME TAXES, WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND HOW AN UNCERTAIN TAX POSITION IS RECOGNIZED IN FINANCIAL STATEMENTS. THE REGIONAL CENTER ANALYZES TAX POSITIONS TAKEN IN PREVIOUSLY FILED RETURNS AND TAX POSITIONS EXPECTED TO BE TAKEN IN FUTURE RETURNS. BASED ON THIS ANALYSIS, A LIABILITY IS RECORDED IF UNCERTAIN TAX BENEFITS HAVE BEEN RECEIVED. THE REGIONAL CENTER'S PRACTICE IS TO RECOGNIZE INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS IN THE TAX EXPENSE. THERE WERE NO UNCERTAIN POSITIONS IDENTIFIED OR RELATED INTEREST AND PENALTIES RECORDED AS OF JUNE 30, 2024. PART XI, LINE 2D - OTHER ADJUSTMENTS: INTEREST INCOME TIED TO PRIOR YEAR CLAIMS -2,517,072. 1 RESIDENTIAL CARE 2201 234553051 DAY CARE & TRAINING 10884 178897288 MEDICAL PROGRAMS 429 9123790 RESPITE SERVICES 7355 72590396 SUPPORTED LIVING COSTS 400 40620459 TRANSPORTATION SERVICES 3973 26321216 PREVENTION SERVICES 3872 28459051 OTHER PURCHASED SERVICES 6502 124851343 PART I, LINE 2: ASSISTANCE IS PROVIDED TO RESIDENTS OF THE STATE OF CALIFORNIA WHO HAVE DEVELOPMENTAL DISABILITIES. 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 ALSO REVIEWED BY FEDERAL STAFF FROM CMS TO ENSURE COMPLIANCE. SCHEDULE I, PART III, COLUMN B: THE ORGANIZATION ESTIMATED THE NUMBER OF RECIPIENTS BASED ON THE TOTAL NUMBER ASSISTED BY THE ORGANIZATION THROUGHOUT THE YEAR. THE SERVICES OFFERED BY THE REGIONAL CENTER VARY BASED ON THE INDIVIDUAL NEEDS OF EACH CONSUMER. X X X 0 0 0 0 0 0 0 0 0 MARK KLAUS EXECUTIVE DIRECTOR 435374 0 0 0 0 0 26138 0 0 0 461512 0 0 0 JAIME BAREA PHYSICIAN 275289 0 0 0 0 0 17123 0 0 0 292412 0 0 0 KATHERINE G KINNAMONT ASSOCIATE EXECUTIVE DIRECTOR 237777 0 0 0 0 0 13765 0 0 0 251542 0 0 0 CHRISTINE LUX-WHITING DIRECTOR HUMAN RESOURCES 193305 0 0 0 0 0 11730 0 0 0 205035 0 0 0 GABRIELLLA OHMSTEDE MANAGER, SOFTWARE DEVELOPMENT 185886 0 0 0 0 0 10847 0 0 0 196733 0 0 0 KIMBERLY STEITZ DIRECTOR CLIENT SERVICES 176118 0 0 0 0 0 11838 0 0 0 187956 0 0 0 SETH MADER DIR INFORMATION SYSTEMS 168428 0 0 0 0 0 10248 0 0 0 178676 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED IN DETAIL BY REPRESENTATIVES OF THE ORGANIZATION FAMILAR WITH THE FORM 990 AND THE INFORMATION CONTAINED THEREIN. AFTER ANY CHANGES ARE MADE ON THE RETURN, A FINAL DRAFT OF THE FORM 990 IS THEN FORWARDED TO THE ENTIRE BOARD OF DIRECTORS BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS SIGNED BY ALL OFFICERS, DIRECTORS, AND KEY EMPLOYEES ON AN ANNUAL BASIS. UPON IDENTIFICATION OF ANY CONFLICTS, THE BOARD WILL MAKE A DECISION ON HOW TO PROCEED IN THE BEST INTEREST OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS DETERMINED BY HUMAN RESOURCES THROUGH COMPENSATION SURVEYS (APPROVED AGENCY SALARY SCHEDULE RANGE) AND WRITTEN EMPLOYMENT CONTRACTS. THE BOARD OF DIRECTORS MUST APPROVE ALL DECISIONS RELATED TO COMPENSATION. ANNUALLY, THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS PREPARES THE EXECUTIVE DIRECTOR'S PERFORMANCE EVALUATION AND RECOMMENDS ANY CHANGE IN COMPENSATION TO THE FULL BOARD TO APPROVE. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 1023, FORM 990, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST WITH THE ORGANIZATION. FORM 990, PART VII, BOARD OF DIRECTORS PURSUANT TO THE LANTERMAN ACT OF THE STATE OF CALIFORNIA, THE CENTER IS REQUIRED TO APPOINT PERSONS WITH DISABILITIES (CLIENTS 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 5 CLIENTS, 11 PARENTS/LEGAL GUARDIANS OF CLIENTS, AND ONE SERVICE PROVIDER AS OF JUNE 30, 2024. FORM 990, PART VIII, LINE 2B, PROGRAM SERVICE REVENUE: SOFTWARE CONSULTATION INCOME IS RECEIVED BY SAN DIEGO IMPERIAL COUNTIES DEVELOPMENTAL SERVICES INC. FROM ALL THE REGIONAL CENTERS THAT EXIST IN CALIFORNIA. THE STATE OF CALIFORNIA CHOSE THE ORGANIZATION TO MANAGE THE SPECIALIZED SOFTWARE THAT IS TAILORED SPECIFICALLY TO THE NEEDS OF THE REGIONAL CENTERS AND IS USED BY ALL REGIONAL CENTERS THROUGHOUT THE STATE OF CALIFORNIA. THE ORGANIZATION CHARGES FEES PER REGIONAL CENTER BASED ON THE SIZE OF CLIENTS SERVED. FORM 990, PART X, LINE 10, FIXED ASSETS: PURSUANT TO THE TERMS OF THE CONTRACT WITH DDS, EQUIPMENT PURCHASES BECOME THE PROPERTY OF DDS AND, ACCORDINGLY, ARE CHARGED AS EXPENSES WHEN INCURRED. FORM 990, PART XI, LINE 9: PENSION-RELATED CHANGES - OTHER NET PERIODIC POST-RETIREMENT BENEFIT COSTS -2,431,067.