2026-08-25T16:02:56-05:00 2025-12-31 946214841 ARMANINO ADVISORY LLC 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2025-01-01 943068149 EASTER SEALS SOUTHERN CALIFORNIA INC EAST 7148341111 1063 MCGAW AVENUE 100 IRVINE CA 92614 SUSAN BERGLUND CFO 7148341111 2026-08-25 1 KATY BROWN P00650274 9257902600 2026-08-25 2025 2025-03-06 01:10:19Z SUSAN BERGLUND 1063 MCGAW AVENUE 100 IRVINE CA 92614 622644080 0 X WWW.EASTERSEALS.COM/SOUTHERNCAL X 1988 CA EASTER SEALS SOUTHERN CALIFORNIA (ESSC) IS A NONPROFIT ORGANIZATION THAT TRANSFORMS (CONT. ON SCH. O) LIVES EVERY DAY. FOR OVER A CENTURY, EASTER SEALS HAS CHAMPIONED INCLUSION AND INDEPENDENCE. ESSC PROVIDES A BROAD RANGE OF ESSENTIAL AND LIFE-CHANGING SERVICES THAT SUPPORT INDIVIDUALS WITH DISABILITIES AND OTHER COMPLEX NEEDS, AS WELL AS THEIR FAMILIES, THROUGHOUT SOUTHERN CALIFORNIA. THE MOST SIGNIFICANT ACTIVITIES INCLUDE AUTISM SERVICES, ADULT AND SENIOR SERVICES, EMPLOYMENT SUPPORT, INDEPENDENT LIVING AND COMMUNITY INTEGRATION PROGRAMS, EARLY INTERVENTION SERVICES, AND BEHAVIORAL HEALTH SUPPORT. THROUGH THESE PROGRAMS, ESSC HELPS INDIVIDUALS ACHIEVE GREATER INDEPENDENCE, INCLUSION, AND QUALITY OF LIFE WHILE STRENGTHENING THE COMMUNITIES IT SERVES. 17 17 4005 19 0 0 27583680 31578976 505139504 587954840 3002662 3047727 -255859 -298617 535469987 622282926 0 0 0 0 195500110 232064980 68800 104000 1153374 324191630 387794347 519760540 619963327 15709447 2319599 220378938 238960760 68682014 80417186 151696924 158543574 X EASTER SEALS IS LEADING THE WAY TO FULL DISABILITY INCLUSION AND ACCESS THROUGH LIFE-CHANGING SERVICES AND COMMUNITY SUPPORT. FOR MORE THAN 100 YEARS, EASTER SEALS HAS WORKED TIRELESSLY WITH ITS PARTNERS TO ENHANCE QUALITY OF LIFE AND EXPAND LOCAL ACCESS (CONT. ON SCH. O) TO COMMUNITY, HEALTHCARE, EDUCATION AND EMPLOYMENT OPPORTUNITIES.EASTER SEALS SOUTHERN CALIFORNIA PROVIDES ESSENTIAL SERVICES AND ON-THE-GROUND SUPPORT TO MORE THAN 29,000 PEOPLE EACH YEAR - FROM EARLY CHILDHOOD SERVICES FOR THE CRITICAL FIRST FIVE YEARS, TO AUTISM SERVICES, DAILY AND INDEPENDENT LIVING SERVICES FOR ADULTS, AND EMPLOYMENT SERVICES. EASTER SEALS PUBLIC EDUCATION, POLICY AND ADVOCACY INITIATIVES POSITIVELY SHAPE PERCEPTIONS AND ADDRESS THE URGENT AND EVOLVING NEEDS OF THE ONE IN FOUR AMERICANS WITH DISABILITIES TODAY. 0 0 530504957 587954840 EASTER SEALS SOUTHERN CA PROVIDES A WIDE RANGE OF ESSENTIAL AND LIVE-CHANGING SERVICES THAT SUPPORT CHILDREN AND ADULTS WITH DISABILITIES TO ACHIEVE THEIR PERSONAL GOALS, LIVE INDEPENDENTLY, AND TO BE FULLY INCLUDED IN THEIR COMMUNITIES, AT WORK, AT SCHOOL AND AT HOME. AUTISM THERAPY SERVICES: AUTISM THERAPY SERVICES HELP INDIVIDUALS WITH AUTISM AND RELATED DISABILITIES BUILD THE COMMUNICATION, BEHAVIORAL, SOCIAL, AND DAILY LIVING SKILLS NEEDED TO INCREASE INDEPENDENCE, STRENGTHEN RELATIONSHIPS, AND PARTICIPATE MORE FULLY IN SCHOOL, HOME, WORK, AND COMMUNITY LIFE. THROUGH EVIDENCE-BASED ABA THERAPY, SPEECH AND LANGUAGE THERAPY, PHYSICAL THERAPY, OCCUPATIONAL(CONT. ON SCH. O) THERAPY, AND SOCIAL SKILLS SUPPORT, INDIVIDUALS RECEIVE PERSONALIZED SERVICES THAT HELP THEM REACH THEIR FULL POTENTIAL AND IMPROVE THEIR OVERALL QUALITY OF LIFE.CHILD DEVELOPMENT SERVICES: CHILD DEVELOPMENT SERVICES HELP CHILDREN FROM BIRTH TO AGE FIVE BUILD THE EDUCATIONAL, SOCIAL, AND DEVELOPMENTAL SKILLS THEY NEED TO ENTER KINDERGARTEN READY TO LEARN AND SUCCEED IN SCHOOL. AT THE SAME TIME, SERVICES STRENGTHEN FAMILY STABILITY BY CONNECTING PARENTS AND CAREGIVERS TO ESSENTIAL COMMUNITY RESOURCES, INCLUDING FOOD ASSISTANCE, EMPLOYMENT SUPPORT, AND HOUSING SERVICES, HELPING CREATE A STRONG FOUNDATION FOR A CHILD'S LONG-TERM SUCCESS AND WELL-BEING.ADULT AND SENIOR DAY SERVICES: ADULT DAY SERVICES EMPOWER ADULTS TO REMAIN ACTIVE, CONNECTED, AND ENGAGED IN THEIR COMMUNITIES. THROUGH OPPORTUNITIES FOR VOLUNTEERISM, SKILL BUILDING, SOCIAL INTERACTION, VIRTUAL LEARNING, AND PERSONALIZED SUPPORT, PARTICIPANTS DEVELOP GREATER INDEPENDENCE, PURPOSE, CONFIDENCE, AND OVERALL WELL-BEING WHILE REDUCING ISOLATION AND STRENGTHENING COMMUNITY INCLUSION. OPPORTUNITIES FOR VIRTUAL LEARNING AND ENGAGEMENT ARE ALSO OFFERED. SENIOR DAY SERVICES PROVIDE WEEKDAY ACTIVITIES, SOCIAL INTERACTION, AND PERSONAL CARE FOR SENIORS WITH MEMORY LOSS OR DISABILITIES. DESIGNED FOR FAMILIES CARING FOR AN ELDERLY PARENT, SPOUSE, OR RELATIVE, THE SERVICE PROVIDES CAREGIVERS WITH THE OPPORTUNITY TO REST, RECHARGE, OR FOCUS ON PERSONAL AND PROFESSIONAL RESPONSIBILITIES DURING THE DAY. LIVING OPTIONS: LIVING OPTIONS HELPS PEOPLE LIVE SUCCESSFULLY IN THEIR OWN HOMES OR WITH THEIR FAMILY, BY ENABLING GREATER INDEPENDENCE IN THEIR LIFE AND COMMUNITY, WHILE REDUCING RELIANCE ON INSTITUTIONAL CARE. THE LEVEL OF SUPPORT IS TAILORED TO INDIVIDUAL NEED, FROM 24/7 TO MINIMAL. ADDITIONALLY, A COORDINATED FAMILY SERVICE OPTION GUIDES FAMILIES THROUGH COMPLEX CARE JOURNEYS WITH PERSONALIZED PLANNING, ADVOCACY, AND RESOURCE NAVIGATION FOR FAMILIES CARING FOR A LOVED ONE WITH DEVELOPMENTAL DISABILITIES. THIS COORDINATION HELPS FAMILIES MAINTAIN STABILITY AND WELL-BEING WHILE BUILDING SUSTAINABLE CARE PLANS.EMPLOYMENT SERVICES: EMPLOYMENT SERVICES PROVIDE PERSONALIZED, ONE-ON-ONE SUPPORT TO HELP INDIVIDUALS WITH DISABILITIES FIND AND RETAIN MEANINGFUL EMPLOYMENT. INDIVIDUALS BUILD SKILLS, EARN INCOME, CONTRIBUTE THEIR TALENTS, AND PARTICIPATE MORE FULLY IN THEIR COMMUNITIES THROUGH SUCCESSFUL, LONG-TERM EMPLOYMENT, ULTIMATELY ACHIEVING GREATER INDEPENDENCE AND QUALITY OF LIFE. 530504957 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 299 0 1 4005 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X SUSAN BERGLUND CFO 7148341111 1063 MCGAW AVENUE SUITE 100 SANTA ANA CA 92614 MARK BERTRAND CHAIRPERSON 5.00 X X 0 0 0 LYNELL DAVIS FIRST VICE CHAIR 5.00 X X 0 0 0 MARIA SERRARO SECOND VICE CHAIR 5.00 X X 0 0 0 HANS GETTY TREASURER 5.00 X X 0 0 0 MIKE MURTAUGH SECRETARY 5.00 X X 0 0 0 DOUG CHANG MEMBER (THRU 01/25) 5.00 X 0 0 0 JEROME CORE MEMBER 5.00 X 0 0 0 ANDRE FILIP MEMBER 5.00 X 0 0 0 MELISSA HOFFMAN MEMBER 5.00 X 0 0 0 AMBER HOWARD MEMBER 5.00 X 0 0 0 MICHAEL IBRAHIM MEMBER 5.00 X 0 0 0 PAUL KOTT MEMBER (THRU 01/25) 5.00 X 0 0 0 MARILYN LINDHEIM MEMBER 5.00 X 0 0 0 SONIA MOLDOVAN MEMBER 5.00 X 0 0 0 NIC NOVICKI MEMBER 5.00 X 0 0 0 BECKY PORTER MEMBER 5.00 X 0 0 0 ARTHUR SOUTHAM MEMBER 5.00 X 0 0 0 CLAUDIA VILLAMIZAR MEMBER 5.00 X 0 0 0 CHAD WATSON MEMBER 5.00 X 0 0 0 MARK WHITLEY CEO 38.00 X 734276 0 58202 BEVERLYN MENDEZ COO 38.00 X 590460 0 75284 SUSAN BERGLUND CFO 38.00 X 537186 0 53567 PAULA POMPA CRAVEN CCO 38.00 X 518698 0 50250 DEBORAH NIX CPO 38.00 X 392828 0 56478 NANCY WEINTRAUB CAO 38.00 X 490540 0 66476 JENNIE MYRHA VP BEHAVIORAL SERVICES 38.00 X 384998 0 74057 KIMBERLY COHN CMCO 38.00 X 392317 0 44487 4041303 0 478801 422 0 1 0 AUTISM LEARNING PARTNERS LLC PO BOX 746075 ATLANTA GA 30374 AUTISM SERVICES 53185293 BEHAVIOR FRONTIERS LLC PO BOX 102127 PASADENA CA 91189 AUTISM SERVICES 44182964 AUTISM SPECTRUM THERAPIES INC 2550 N HOLLYWOOD WAY BURBANK CA 91505 AUTISM SERVICES 42941750 INTERCARE THERAPY INC 4221 WILSHIRE BOULEVARD LOS ANGELES CA 90010 AUTISM SERVICES 19515545 MAXIM HEALTHCARE SERVICES INC 12559 COLLECTIONS CENTER DR CHICAGO IL 60693 AUTISM SERVICES 16301817 126 250145 28944681 2384150 6257 31578976 PROGRAM SERVICE FEES 812900 587744263 587744263 MISC PROGRAM INCOME 900099 210577 210577 587954840 3047727 3047727 26626 54815 -28189 -28189 -28189 0 250145 306339 -306339 -306339 INSURANCE DIVIDEND 900099 35911 35911 35911 622282926 587954840 0 2749110 X 2010528 2010528 189664391 130012162 58997694 654535 7849655 5429287 2391651 28717 18845445 16908059 1868334 69052 13694961 9900420 3771450 23091 1376628 1376628 206300 206300 104000 104000 34109 34109 316958455 310721986 6147998 88471 9416277 9338257 34592 43428 2156100 1920827 230770 4503 12404395 10076683 2296973 30739 8372031 7633442 738525 64 734407 499649 234758 1101609 749473 352136 70485 18270 52215 350000 350000 3677589 3061355 604904 11330 5584663 4399204 1163980 21479 TEMPORARY HELP 4925967 2352251 2533747 39969 PROGRAM SUPPLIES 4924532 4530869 389805 3858 CLIENT TRAVEL AND MILEA 3598381 3268665 313133 16583 BAD DEBT EXPENSE 3597454 3597454 8304965 6086644 2204766 13555 619963327 530504957 88304996 1153374 21379592 25117046 37493670 30848884 31825899 39812260 4475934 3524609 123768803 31191000 83779623 92577803 32013011 37367648 381750 305400 9029459 9407110 220378938 238960760 46826290 57484317 11398964 12176329 396022 200955 10060738 10555585 68682014 80417186 X 151671424 158543574 25500 0 151696924 158543574 220378938 238960760 2319599 4527051 0 X 0 1 X 1 1 1 X 30183304 24961373 25472706 27583680 31578976 139780039 30183304 24961373 25472706 27583680 31578976 139780039 139780039 1442957 1194303 2364496 3011771 3074353 11087880 343792 207997 17848 5857 35911 611405 151479324 1592615765 0.92280 0.92930 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2021 AMOUNT: $ 343,792. 2022 AMOUNT: $ 207,997. 2023 AMOUNT: $ 17,848. 2024 AMOUNT: $ 5,857. 2025 AMOUNT: $ 35,911. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 26957543 26957543 62958027 15756405 47201622 1631174 1490138 141036 9905785 9905785 0 22316274 4038672 18277602 92577803 PENSION LIABILITY 922375 SECURITY DEPOSITS 2182 CAPITAL LEASE OBLIGATIONS 8539540 RESERVE ACCOUNT LIABILITY 1091488 10555585 627171131 4527051 361154 4888205 622282926 0 622282926 620324481 361154 361154 619963327 0 619963327 PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 306,339. RENTAL EXPENSES 54,815. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 306,339. RENTAL EXPENSES 54,815. X X X X X X 0 PEN 2 PAPER GRANT CONSULTING 355540 CHANTILLY WINCHESTER CA 92596 GRANT WRITING 0 1449933 104000 1345933 1449933 104000 1345933 CA CVS GOLF 151740 151740 3303 35666 54971 STRIDES FOR DISABIITY 98405 98405 35555 54697 122147 250145 250145 38858 90363 177118 306339 -306339 X 1 1 X X X X X X 0 0 0 0 0 0 0 1 0 MARK WHITLEY CEO 731276 0 3000 0 0 0 37062 0 21140 0 792478 0 0 0 BEVERLYN MENDEZ COO 527460 0 63000 0 0 0 35865 0 39419 0 665744 0 0 0 SUSAN BERGLUND CFO 484186 0 53000 0 0 0 32427 0 21140 0 590753 0 0 0 PAULA POMPA CRAVEN CCO 465698 0 53000 0 0 0 36250 0 14000 0 568948 0 0 0 NANCY WEINTRAUB CAO 437540 0 53000 0 0 0 36197 0 30279 0 557016 0 0 0 JENNIE MYRHA VP BEHAVIORAL SERVICES 325498 0 59500 0 0 0 34638 0 39419 0 459055 0 0 0 DEBORAH NIX CPO 354828 0 38000 0 0 0 34793 0 21685 0 449306 0 0 0 KIMBERLY COHN CMCO 345947 0 46370 0 0 0 23347 0 21140 0 436804 0 0 0 PART I, LINE 1A THE CEO'S COMPENSATION AGREEMENT INCLUDES $3,000 TRAVEL FOR COMPANION AND IS INCLUDED IN TAXABLE COMPENSATION. PART I, LINE 7 CEO'S BONUS IS DETERMINED BY THE CEO COMPENSATION COMMITTEE WHICH MEETS ANNUALLY. THE COMMITTEE USES DATA SUPPLIED BY AN INDEPENDENT COMPENSATION CONSULTANT. THE ANALYSIS PROVIDED BY THE CONSULTANT INCLUDES SALARIES OF COMPENSATION PAID TO CEO'S OF COMPARABLY-SIZED NOT-FOR-PROFIT ORGANIZATIONS LOCATED IN SOUTHERN CALIFORNIA. BONUS PROCEDURES FOR OTHER OFFICERS AND HIGHEST COMPENSATED EMPLOYEES ARE DETERMINED BASED ON RESEARCH BY THE ORGANIZATION'S HUMAN RESOURCES DEPARTMENT TO DETERMINE BONUSES PAID TO LIKE POSITIONS AT COMPARABLY-SIZED ORGANIZATIONS. FORM 990, PART VI, SECTION B, LINE 11B THE ANNUAL AUDIT IS SHARED AND APPROVED BY THE FULL BOARD OF DIRECTORS. THIS FORM 990 IS DISTRIBUTED TO THE BOARD OF DIRECTORS' AUDIT AND COMPLIANCE COMMITTEE PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EVERY YEAR, EACH BOARD MEMBER IS REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT WHICH DISCLOSES ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. WHEN A CONFLICT OCCURS, IT IS REVIEWED AND RESOLVED BY A COMMITTEE OF THE BOARD. RESOLUTIONS TO CONFLICTS OF INTEREST INCLUDE RECUSING THE PERSON IDENTIFIED WITH A CONFLICT FROM PARTICIPATING IN DISCUSSION OR VOTING ON RELATED MATTERS. FORM 990, PART VI, SECTION B, LINE 15 THE CEO'S COMPENSATION IS DETERMINED BY THE CEO EVALUATION AND COMPENSATION COMMITTEE WHICH MEETS ANNUALLY. THE COMMITTEE USES DATA SUPPLIED BY AN INDEPENDENT COMPENSATION CONSULTANT. THE ANALYSIS PROVIDED BY THE CONSULTANT INCLUDES SALARIES OF COMPENSATION PAID TO CEO'S OF COMPARABLY-SIZED NOT-FOR-PROFIT ORGANIZATIONS LOCATED IN SOUTHERN CALIFORNIA. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE PROVIDED UPON WRITTEN REQUEST. FORM 990, PART IX, LINE 11G THERAPY CONTRACTING FEES: PROGRAM SERVICE EXPENSES 292,371,508. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 292,371,508. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 18,350,478. MANAGEMENT AND GENERAL EXPENSES 6,147,998. FUNDRAISING EXPENSES 88,471. TOTAL EXPENSES 24,586,947.