Nonprofit · EIN 94-1156530
FELTON INSTITUTE
Tax-exempt · ALAMEDA, CA 94501
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $75,805,116 | $71,034,202 | $4,770,914 | $48,729,039 | $32,220,534 | $16,508,505 |
| June 30, 2024 | 990 | $66,751,497 | $66,157,056 | $594,441 | $35,460,902 | $25,180,473 | $10,280,429 |
| June 30, 2023 | 990 | $61,450,579 | $58,749,492 | $2,701,087 | $31,140,767 | $21,458,185 | $9,682,582 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $74,892,889
- of which government grants
- $70,600,527
- Program service revenue
- $182,751
- Investment income
- $1,492
- Net rental income
- $636,355
- Other revenue
- $727,984
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $1,635,948
- Other salaries and wages
- $41,872,985
- Salaries, compensation and benefits (total)
- $52,585,088
- Professional fundraising fees
- $0
- Legal fees
- $1,709,773
- Accounting fees
- $121,995
- Occupancy
- $4,809,184
- Travel
- $541,346
- Depreciation
- $644,045
- Program services (functional)
- $54,505,051
- Management and general (functional)
- $15,881,429
- Fundraising (functional)
- $647,722
Balance sheet and other
- Total assets, start of year
- $35,460,902
- Total assets, end of year
- $48,729,039
- Total liabilities, end of year
- $32,220,534
- Net assets, end of year
- $16,508,505
- Land, buildings and equipment
- $25,413,503
- Net assets without donor restrictions
- $14,339,023
- Net assets with donor restrictions
- $2,169,482
- Gross unrelated business income
- $410,097
- Gross receipts
- $76,239,029
- Employees
- 812
- Volunteers
- 140
- Year formed
- 1945
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Al Gilbert | CEO Officer | 37.5 | $575,339 | $0 |
| Michelle Clarke | Medical Director Former | 37.5 | $318,380 | $17,639 |
| Nishina Thomas | Psychiatrist Highest-paid employee | 37.5 | $270,721 | $17,561 |
| Marvin Davis | CFO Officer | 37.5 | $276,962 | $1,980 |
| Liz Dalmacio | Chief Human Resource Officer Key employee | 37.5 | $248,153 | $26,755 |
| Yohana Quiroz | COO Officer | 37.5 | $252,779 | $16,034 |
| Marie-Florence Mai-Chi Tieu | Psychriatic Nurse Practitioner Highest-paid employee | 37.5 | $225,903 | $15,262 |
| Biwesh Pradhan | Chief Information Officer Highest-paid employee | 37.5 | $210,953 | $15,391 |
| Yelice Corea | Psychiatric Nurse Practitioner Highest-paid employee | 37.5 | $205,249 | $19,490 |
| Vanessa Simmons | Nurse Practitioner Highest-paid employee | 37.5 | $201,273 | $15,552 |
| Dr George Woods | Chair Trustee or director, Officer | 2 | $0 | $0 |
| Tamara Steele | Vice Chair Trustee or director, Officer | 2 | $0 | $0 |
| Kathy Neal | Secretary Trustee or director, Officer | 2 | $0 | $0 |
| Dr Benjamin Bowser | Board Member (start 1/25) Trustee or director | 2 | $0 | $0 |
| Dr Oliver T Brooks | Board Member (end 3/25) Trustee or director | 2 | $0 | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Daniel Costello | Board Member Trustee or director | 2 | $0 |
| Alan Dones | Board Member (start 1/25) Trustee or director | 2 | $0 |
| Elihu Harris | Board Member Trustee or director | 2 | $0 |
| Clifford Nalls | Board Member Trustee or director | 2 | $0 |
| Peter Rojo | Board Member Trustee or director | 2 | $0 |
| Sarah Vinson | Board Member Trustee or director | 2 | $0 |
| Deborah Wafer | Board Member Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Al Gilbert | CEO Officer | 37.5 | $387,648 | $4,547 |
| Gregory Tarasoff | Psychiatrist Highest-paid employee | 37.5 | $372,008 | $3,929 |
| Michelle Clarke | Medical Director Highest-paid employee | 37.5 | $302,960 | $9,678 |
| Marvin Davis | CFO Officer | 37.5 | $275,123 | $0 |
| Yohana Quiroz | COO Officer | 37.5 | $253,708 | $8,495 |
| Marie-Florence Mai-Chi Tieu | Psychriatic Nurse Practitioner Highest-paid employee | 37.5 | $218,068 | $9,678 |
| Liz Dalmacio | Chief Human Resource Officer Key employee | 37.5 | $203,294 | $19,481 |
| Meghan Ryan | Psychiatric Nurse Practitioner Highest-paid employee | 37.5 | $210,250 | $9,678 |
| Vanessa Simmons | Nurse Practitioner Highest-paid employee | 37.5 | $192,665 | $8,495 |
| Dr George Woods | Chair Trustee or director, Officer | 2 | $0 | $0 |
| Tamara Steele | Vice Chair Trustee or director, Officer | 2 | $0 | $0 |
| Kathy Neal | Secretary Trustee or director, Officer | 2 | $0 | $0 |
| Susan Bobulsky | Board Member Trustee or director | 2 | $0 | $0 |
| Dr Oliver T Brooks | Board Member Trustee or director | 2 | $0 | $0 |
| Daniel Costello | Board Member Trustee or director | 2 | $0 | $0 |
| Elihu Harris | Board Member (start 1/24) Trustee or director | 2 | $0 | $0 |
| Clifford Nalls | Board Member Trustee or director | 2 | $0 | $0 |
| Peter Rojo | Board Member Trustee or director | 2 | $0 | $0 |
| Sarah Vinson | Board Member (start 9/23) Trustee or director | 2 | $0 | $0 |
| Deborah Wafer | Board Member Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 22 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Al Gilbert | CEO Officer | 37.5 | $376,346 | $7,914 |
| Crystal Ozanick | Psychiatrist Highest-paid employee | 31 | $285,513 | $0 |
| Marvin Davis | CFO Officer | 37.5 | $245,236 | $0 |
| Yohana Quiroz | COO Officer | 37.5 | $223,850 | $7,151 |
| Liz Dalmacio | Chief Human Resource Officer Key employee | 37.5 | $201,827 | $16,093 |
| Marie-Florence Mai-Chi Tieu | Psychriatic Nurse Practitioner Highest-paid employee | 34 | $197,849 | $7,914 |
| Sarah T Richardson | Director of Communications Highest-paid employee | 37.5 | $172,201 | $7,914 |
| Lori A Glassie | Physician Assistant Highest-paid employee | 37.5 | $171,247 | $7,151 |
| Kenji Paschen | Chief Technology Officer Highest-paid employee | 37.5 | $164,294 | $7,151 |
| Dr George Woods | Board Member/Chair (trans 6/23) Trustee or director, Officer | 2 | $0 | $0 |
| Darren Skolnick | Chair (end 5/23) Trustee or director, Officer | 2 | $0 | $0 |
| Tamara Steele | Secretary Trustee or director, Officer | 2 | $0 | $0 |
| Michael N Hofman | Secretary (end 8/22) Trustee or director, Officer | 2 | $0 | $0 |
| Susan Bobulsky | Board Member Trustee or director | 2 | $0 | $0 |
| Dr Oliver T Brooks | Board Member Trustee or director | 2 | $0 | $0 |
| Daniel Costello | Board Member Trustee or director | 2 | $0 | $0 |
| Terry M Limpert | Board Member (end 8/22) Trustee or director | 2 | $0 | $0 |
| Clifford Nalls | Board Member Trustee or director | 2 | $0 | $0 |
| Kathy Neal | Board Member Trustee or director | 2 | $0 | $0 |
| Michael Orias | Board Member (end 5/23) Trustee or director | 2 | $0 | $0 |
| Peter Rojo | Board Member Trustee or director | 2 | $0 | $0 |
| Deborah Wafer | Board Member Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1005 ATLANTIC AVE, ALAMEDA, CA 94501-1148
- Principal officer (990 for 2024)
- Al Gilbert, 1005 Atlantic Avenue, Alameda, CA 94501
- Signed the 990
- Marvin Davis, CFOO
- Phone
- (415) 474-7310
- Website
- www.felton.org
- Return prepared by
- Harrington Group CPAs LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-1156530 or by the name FELTON INSTITUTE.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
Respond to needs with cutting edge social services and treatment combining evidence-based practices with cultural sensitivity and respecting our clients. We place special emphasis on the needs of low-income families, children, elderly and people with disabilities.
Program accomplishments
- Adults & TAY Division:Felton Institute's Adult & TAY (Transitional Age Youth) Services Division delivers an array of innovative and comprehensive programs. We provide clients with mental health support, resources, crisis intervention, and supportive housing; promoting psychological and physical well-being.Expenses $14,695,947 · revenue $134,665
- Children, Youth and Family (CYF) and TAY Division:Felton Institute's Children, Youth, Family and Transitional Age Youth (CYFTAY) services are designed to foster holistic development and resilience among children, birth to six years old, and their families.We offer mental health services for youth and wrap-around family support, workforce development and social services.Expenses $15,335,675 · revenue $48,086
- Seniors:Specializing in mental health, workforce development, and community engagement, along with a full range of other aging services, Felton Institute's Senior Division helps older adults flourish in their communities with dignity, security, and a high quality of life.Expenses $12,627,720
- Justice Services Division:By collaborating with various local agencies and officials, Felton Institute's Justice Services Division programs provide rapid response, community-driven engagement, service linkage, and relationship-building assistance to under-served and underrepresented communities. Focus is given to those who are insecurely housed and justice impacted.Expenses $6,965,463
- Early Psychosis Division:Focuses on early intervention and treatment for youth and young adults who are experiencing the recent onset of schizophrenia and other psychotic disorders.Expenses $4,880,246
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 94-1156530
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1945
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $48,729,039
- Income (IRS master file)
- $76,239,029
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $75,805,116 | $71,034,202 | $48,729,039 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $66,751,497 | $66,157,056 | $35,460,902 | IRS |
| 990 | June 2023 | $61,450,579 | $58,749,492 | $31,140,767 | XML |
| 990 | June 2022 | $41,389,498 | $41,006,159 | $17,837,214 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-1156530).
Questions about FELTON INSTITUTE
- What is the EIN of FELTON INSTITUTE?
- The employer identification number (EIN) of FELTON INSTITUTE is 94-1156530.
- Is FELTON INSTITUTE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1945.
- Are donations to FELTON INSTITUTE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does FELTON INSTITUTE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of FELTON INSTITUTE due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FELTON INSTITUTE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of FELTON INSTITUTE?
- The 990 for the year ended June 30, 2025 names Al Gilbert.
- Who are the officers and directors of FELTON INSTITUTE?
- The 990 for the year ended June 30, 2025 lists 22 people; 10 received compensation from the organization, the highest $575,339 (Al Gilbert, CEO).
- How much revenue does FELTON INSTITUTE have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $75,805,116, expenses of $71,034,202 and total assets of $48,729,039 at year end.
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