2023-10-10T12:07:37-05:00 2022-12-31 946214841 ARMANINO LLP 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2022-01-01 943068149 EASTER SEALS SOUTHERN CALIFORNIA INC EAST 7148341111 1063 MCGAW AVENUE 100 IRVINE CA 92614 SUSAN BERGLUND CFO 7148341111 2023-09-11 1 SUSAN BERGLUND 999009999 1 KATY BROWN P00650274 9257902600 2023-09-11 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SUSAN BERGLUND 1063 MCGAW AVENUE 100 IRVINE CA 92614 358935352 0 X WWW.EASTERSEALS.COM/SOUTHERNCAL X 1988 CA EASTER SEALS SOUTHERN CALIFORNIA PROVIDES SERVICES THAT EMPOWER INDIVIDUALS (CONTINUED ON SCHEDULE O) WITH DISABILITIES AND SPECIAL NEEDS AT ALL STAGES OF LIFE THROUGH AUTISM THERAPY, INDEPENDENT LIVING AND SOCIAL SKILLS SUPPORT, EARLY CHILDHOOD EDUCATION AND EMPLOYMENT SERVICES. WE HELP PEOPLE LIVE FULL AND PRODUCTIVE LIVES. 17 17 3491 17 0 0 30183304 24961373 279121336 332570902 591411 566100 483900 68623 310379951 358166998 0 0 0 0 127649639 142809818 61162 55000 473753 172269601 207904298 299980402 350769116 10399549 7397882 140519483 163143137 35405407 55788462 105114076 107354675 X EASTER SEALS SOUTHERN CA PROVIDES SERVICES THAT EMPOWER INDIVIDUALS WITH DISABILITIES AND SPECIAL NEEDS AT ALL STAGES OF LIFE. AUTISM SERVICES, INDEPENDENT LIVING SERVICES, SOCIAL SKILLS SUPPORT, EARLY CHILDHOOD EDUCATION SERVICES, AND EMPLOYMENT (CONTINUED ON SCHEDULE O) SERVICES FOR CIVILIANS AND MILITARY VETERANS ARE ALL DESIGNED TO HELP PEOPLE LIVE INDEPENDENT AND PRODUCTIVE LIVES SO THEY CAN LIVE, LEARN, WORK AND PLAY IN THEIR COMMUNITIES. 0 0 309171260 0 332778899 EASTER SEALS SOUTHERN CALIFORNIA PROVIDES A WIDE RANGE OF LIFE-CHANGING SERVICES THAT SUPPORT CHILDREN AND ADULTS WITH DISABILITIES TO LIVE, LEARN WORK AND PLAY IN THEIR COMMUNITY.ADULT DAY SERVICES: EASTER SEALS TRAINED LIFE SKILLS COACHES PARTNER WITH ADULTS WITH DEVELOPMENTAL DISABILITIES AND EMPOWER THEM TO BECOME ACTIVE MEMBERS OF THEIR COMMUNITIES AND GAIN WORK-RELATED SKILLS THROUGH VOLUNTEERISM.AUTISM SERVICES: EASTER SEALS IS A TRUSTED EXPERT AND PREMIER PROVIDER OF THERAPIES THAT ARE PROVEN TO BE EFFECTIVE IN INCREASING THE SKILLS OF INDIVIDUALS WITH AUTISM SPECTRUM DISORDERS (CONTINUED ON SCHEDULE O) AND SIMILAR DISABILITIES. THOSE TREATMENTS INCLUDE BEHAVIOR ANALYSIS AND SPEECH, PHYSICAL AND OCCUPATIONAL THERAPY SERVICES.LIVING OPTIONS: EASTER SEALS PROVIDES A COMMUNITY-BASED ALTERNATIVE TO INSTITUTIONALIZATION THAT ENABLES ADULTS TO LIVE INDEPENDENTLY IN THEIR OWN HOMES WITH SUPPORT CUSTOMIZED TO MEET THEIR SPECIFIC NEEDS. CHILD DEVELOPMENT SERVICES: EASTER SEALS PROVIDES QUALITY EARLY CHILDHOOD DEVELOPMENT SERVICES TO CHILDREN AND FAMILIES IN WARM, CARING ENVIRONMENTS THROUGH EARLY HEAD START, HEAD START AND DAY CARE PROGRAMS. THESE PROGRAMS HELP CHILDREN PREPARE ACADEMICALLY AND SOCIALLY FOR KINDERGARTEN AND BEYOND.SENIOR DAY CARE: EASTER SEALS OFFERS QUALITY, COMMUNITY-BASED SUPPORT FOR ADULTS WITH ALZHEIMER'S DISEASE, DEMENTIA AND OTHER MEMORY IMPAIRMENTS IN A COMFORTING SETTING. THESE SERVICES ALLOW PARTICIPANTS TO STAY IN THEIR HOME LONGER AND IMPROVE THE QUALITY OF LIFE FOR FAMILIES AND CAREGIVERS.EMPLOYMENT SERVICES: EASTER SEALS PROVIDES ONE-ON-ONE TRAINING AND SUPPORT TO ADULTS WITH DISABILITIES AND VETERANS (WITH OR WITHOUT A DISABILITY) SO THEY CAN FIND MEANINGFUL WORK SUITED TO THEIR INDIVIDUAL TALENTS AND OBJECTIVES. 309171260 1 1 0 0 0 0 0 0 0 0 1 0 0 1 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 1 0 0 0 1 400 0 1 3491 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 WHITLEY CEO 38.00 X 525830 0 14100 BEVERLYN MENDEZ COO 38.00 X 300189 0 32239 SUSAN BERGLUND CFO 38.00 X 281842 0 26787 DEBORAH NIX CPO 38.00 X 270119 0 21676 PAULA POMPA CRAVEN CCO 38.00 X 261024 0 34515 ZAN CALHOUN CIO 38.00 X 231702 0 36549 GUADALUPE TREVIZO VP-LIVING OPTIONS 38.00 X 224969 0 23408 NANCY WEINTRAUB CAO 38.00 X 224423 0 33381 ANDRE FILIP CHAIRPERSON 5.00 X X 0 0 0 MARK BERTRAND 1ST VICE CHAIRMAN 5.00 X X 0 0 0 CLAUDIA VILLAMIZAR 2ND VICE CHAIRMAN 5.00 X X 0 0 0 DAVID WOLF TREASURER 5.00 X X 0 0 0 TONY PAGANO SECRETARY 5.00 X X 0 0 0 MAUREEN CORMIER MEMBER 5.00 X 0 0 0 HANS GETTY MEMBER 5.00 X 0 0 0 JODI HUSTON MEMBER (LEFT 1/22) 5.00 X 0 0 0 BARSAM KASRAVI MEMBER 5.00 X 0 0 0 PAUL KOTT MEMBER 5.00 X 0 0 0 MARILYN LINDHEIM MEMBER 5.00 X 0 0 0 BEATRICE MALLORY MEMBER 5.00 X 0 0 0 MIKE MURTAUGH MEMBER 5.00 X 0 0 0 NIC NOVICKI MEMBER 5.00 X 0 0 0 TOM PORTER MEMBER 5.00 X 0 0 0 BECKY PORTER MEMBER 5.00 X 0 0 0 MOLLY PYOTT PAST CHAIR 5.00 X 0 0 0 DAVID RITBLATT MEMBER (LEFT 1/22) 5.00 X 0 0 0 MARIA SERRARO MEMBER 5.00 X 0 0 0 JENNI WILSON MEMBER (LEFT 1/22) 5.00 X 0 0 0 2320098 0 222655 116 0 1 0 AUTISM SPECTRUM THERAPIES INC 2550 N HOLLYWOOD WAY BURBANK CA 91505 AUTISM SERVICES 23900712 BEHAVIOR FRONTIERS LLC PO BOX 102127 PASADENA CA 91189 AUTISM SERVICES 23485468 AUTISM LEARNING PARTNERS LLC PO BOX 746075 ATLANTA GA 30374 AUTISM SERVICES 23368472 ACES PO BOX 33568 SAN DIEGO CA 92163 AUTISM SERVICES 18654526 INTERCARE THERAPY INC 4221 WILSHIRE BOULEVARD LOS ANGELES CA 90010 AUTISM SERVICES 13901748 107 277176 21900302 2783895 24961373 PROGRAM SERVICE FEES 812900 332323723 332323723 MISC PROGRAM INCOME 900099 247179 247179 332570902 566100 566100 628203 527513 100690 100690 100690 0 277176 240841 -240841 -240841 INSURANCE DIVIDEND 900099 207997 207997 777 777 208774 358166998 332778899 0 426726 X 1242938 1242938 118261899 90224450 27870137 167312 3625617 2849985 764581 11051 10912289 10389390 493721 29178 8767075 6756769 1980510 29796 2052833 2052833 176520 176520 55000 55000 30587 30587 170809016 168974017 1815847 19152 977542 933374 14218 29950 1825189 1713972 108593 2624 4663478 4286241 347736 29501 3731856 3451985 245269 34602 230380 196465 33019 896 345571 294697 49529 1345 233743 141121 92622 345313 345313 6116742 5276903 820180 19659 3944324 3145401 786807 12116 PROGRAM SUPPLIES 4207594 3722448 469372 15774 TEMPORARY HELP 1936754 1203345 733409 CLIENT TRAVEL AND MILEA 1620047 1536326 79030 4691 BAD DEBT EXPENSE 1059237 1059237 3597572 3015134 571332 11106 350769116 309171260 41124103 473753 7382505 10302722 11668433 8232324 21469124 40526222 2788789 2961852 90014022 21312987 67469943 68701035 28224501 23686238 534450 1516188 8198294 140519483 163143137 29428158 43006697 3814801 2655457 1472655 1025753 689793 9100555 35405407 55788462 X 104898771 107139370 215305 215305 105114076 107354675 140519483 163143137 7397882 -5157283 0 X 0 1 X 1 1 1 X 19022385 19022147 21054889 30183304 24961373 114244098 19022385 19022147 21054889 30183304 24961373 114244098 114244098 815052 966399 1000316 1442957 1194303 5419027 654995 602930 748885 343792 455953 2806555 122469680 1086601880 0.93280 0.92900 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2018 AMOUNT: $ 2,442. 2019 AMOUNT: $ 13,677. 2020 AMOUNT: $ 247,437. 2021 AMOUNT: $ 343,792. 2022 AMOUNT: $ 455,953. FUNDRAISING INCOME - 2018 AMOUNT: $ 652,553. 2019 AMOUNT: $ 589,253. 2020 AMOUNT: $ 501,448. GAMING INCOME - RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 24837543 24837543 46062432 9378499 36683933 1547640 1359006 188634 9324719 9324719 0 8241688 1250763 6990925 68701035 ROU ASSETS 7216796 SECURITY DEPOSIT 413414 LIFE INSURANCE 548113 CHARITABLE TRUST 19971 8198294 PENSION LIABILITY 939247 SECURITY DEPOSITS 135156 CAPITAL LEASE OBLIGATIONS 7415080 RESERVE ACCOUNT LIABILITY 611072 9100555 353778069 -5157283 -5157283 358935352 -768354 -768354 358166998 351537470 0 351537470 -768354 -768354 350769116 PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -240,841. RENTAL EXPENSES -527,513. PART XII, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -240,841. RENTAL EXPENSES -527,513. X X X X X 0 KATHERINE KUBARSKI PO BOX 575 SANTA FE NM 87504 GRANT WRITING 0 520000 55000 465000 520000 55000 465000 CA CVS GOLF 129395 129395 3774 26393 64878 STRIDES FOR DISABIITY 82781 82781 564 7559 100279 2 65000 65000 865 650 35879 277176 277176 1429 3774 34602 201036 240841 -240841 X X X 0 0 0 0 0 0 0 1 0 MARK WHITLEY CEO 475330 0 50500 0 0 0 5205 0 8895 0 539930 0 0 0 BEVERLYN MENDEZ COO 299689 0 500 0 0 0 10280 0 21959 0 332428 0 0 0 SUSAN BERGLUND CFO 281342 0 500 0 0 0 6864 0 19923 0 308629 0 0 0 DEBORAH NIX CPO 269619 0 500 0 0 0 8969 0 12707 0 291795 0 0 0 PAULA POMPA CRAVEN CCO 260524 0 500 0 0 0 9089 0 25426 0 295539 0 0 0 ZAN CALHOUN CIO 231202 0 500 0 0 0 5614 0 30935 0 268251 0 0 0 GUADALUPE TREVIZO VP-LIVING OPTIONS 174469 0 50500 0 0 0 2289 0 21119 0 248377 0 0 0 NANCY WEINTRAUB CAO 223923 0 500 0 0 0 8062 0 25319 0 257804 0 0 0 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 FORM 990 IS REVIEWED BY THE BOARD EITHER IN A MEETING OR VIA ELECTRONIC DISTRIBUTION BEFORE IT IS FILED 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 157,631,909. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 157,631,909. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 11,342,108. MANAGEMENT AND GENERAL EXPENSES 1,815,847. FUNDRAISING EXPENSES 19,152. TOTAL EXPENSES 13,177,107. CHARITABLE REMAINDER TRUST(1) INVESTMENT CA N/A T 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0