2024-05-01T23:17:00-05:00 2023-06-30 954557617 Harrington Group CPAs LLP 2698 Mataro Street Pasadena CA 91107 990 2022-07-01 941156530 Felton Institute FELT 4154747310 1005 Atlantic Avenue Alameda CA 94501 Marvin Davis CFOO 4154747310 2024-05-01 1 Marvin Davis 999009999 1 Tonetta L Conner CPA P01775198 6264036801 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Al Gilbert 1005 Atlantic Avenue Alameda CA 94501 62121342 0 X www.felton.org X 1945 CA Felton Institute responds to human needs with cutting edge social services and treatments. 9 9 705 215 0 0 41163531 61568654 83668 86251 7 142 142292 -204468 41389498 61450579 0 0 0 0 30905759 41946373 0 0 457878 10100400 16803119 41006159 58749492 383339 2701087 17837214 31140767 10855719 21458185 6981495 9682582 X Felton Institute responds to human needs with cutting edge social services and treatment that combine evidence-based practices with cultural sensitivity and a deep respect to our clients. We place special emphasis on the needs of low-income families, children elderly and people living with disabilities. 0 0 16216490 39733 Adult Division:The Adult Division mission is to provide human and mental health services to at-risk and vulnerable adults in need of intensive care management, substance abuse, and mental health treatment as well as housing services for low-income adults. Services to meet this mission are as diverse as Deaf Counseling Services to San Francisco Suicide Prevention. 12439889 46518 The Children, Youth, Family (CYF) and TAY Division:The CYF and TAY division provides comprehensive services to low-income at-risk children, youth, and families, to help give them a sound foundation for lifelong development, family economic success and hope for a successful future. The program delivers a wide variety of social and mental health services to infants, toddlers, children, and their parents, with a focus on low-income and at-risk families. 8518254 Senior Services Division:The Senior Services Division's mission is to provide citywide services and workforce opportunities for aging adults to help them remain in community and age with dignity, security, and maintain a high-quality of life. Programs range from vocational services to clinical delivery to ensure the aging population has a voice. 6200362 Justice Services Division:The Justice Services Division is focused on those who have been justice-impacted with lived experience through incarceration, advocacy, and reentry. Our program support services range from street outreach and linkage services to case management for adults dealing with substance abuse and Young Adult Court. 4591062 Early Psychosis Division:Innovative, strengths-based Early Psychosis treatment and support services for communities within five Bay Area counties with over 700 clients. 346733 Training, Research and Evaluation:Training, Research and Evaluation offers internal and external professional development and behavioral health trainings in a variety of evidence-based practices including but not limited to Motivation Care Management, Motivational Interviewing, and Cognitive Behavioral Therapy (CBT), as well as other best practices for the social services environment. 11138157 48312790 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 107 0 1 705 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X Marvin Davis CFOO 4154747310 1005 Atlantic Ave Alameda CA 94501 Dr George Woods Board Member/Chair (trans 6/23) 2.00 X X 0 0 0 Darren Skolnick Chair (end 5/23) 2.00 X X 0 0 0 Tamara Steele Secretary 2.00 X X 0 0 0 Michael N Hofman Secretary (end 8/22) 2.00 X X 0 0 0 Susan Bobulsky Board Member 2.00 X 0 0 0 Dr Oliver T Brooks Board Member 2.00 X 0 0 0 Daniel Costello Board Member 2.00 X 0 0 0 Terry M Limpert Board Member (end 8/22) 2.00 X 0 0 0 Clifford Nalls Board Member 2.00 X 0 0 0 Kathy Neal Board Member 2.00 X 0 0 0 Michael Orias Board Member (end 5/23) 2.00 X 0 0 0 Peter Rojo Board Member 2.00 X 0 0 0 Deborah Wafer Board Member 2.00 X 0 0 0 Al Gilbert CEO 37.50 X 376346 0 7914 Marvin Davis CFO 37.50 X 245236 0 0 Yohana Quiroz COO 37.50 X 223850 0 7151 Liz Dalmacio Chief Human Resource Officer 37.50 X 201827 0 16093 Crystal Ozanick Psychiatrist 31.00 X 285513 0 0 Marie-Florence Mai-Chi Tieu Psychriatic Nurse Practitioner 34.00 X 197849 0 7914 Sarah T Richardson Director of Communications 37.50 X 172201 0 7914 Lori A Glassie Physician Assistant 37.50 X 171247 0 7151 Kenji Paschen Chief Technology Officer 37.50 X 164294 0 7151 2038363 0 61288 47 0 1 0 Gaston Consulting LLC 7906 Ruxway Rd Townson MD 21204 Financial Consulting 176194 ADP Inc 4125 Hopyard Rd Pleasanton CA 94588 Payroll services 148737 2 58382336 3186318 61568654 Training 624100 46518 46518 Program Fees 611710 39733 39733 86251 142 142 144725 670763 -526038 -526038 -526038 Miscellaneous 900099 321570 321570 321570 61450579 86251 0 -204326 1173736 989266 172418 12052 35071088 29559385 5151600 360103 2780027 2476095 273762 30170 2921522 2442270 449505 29747 167772 41886 125886 74469 74469 1766131 1379652 386479 1153382 1010190 137821 5371 1063059 566397 478091 18571 2974283 1910395 1063888 526219 417064 108339 816 446902 322000 124569 333 542940 542940 397803 397803 569652 492278 77374 Supportive housing 4596693 4596503 190 Program expense 616084 604956 11128 Volunteer expenses 451367 450508 859 Meals 387552 387552 1068811 666393 401703 715 58749492 48312790 9978824 457878 1052737 734502 70164 124888 55000 55000 7264117 14627485 32871 524128 14665345 3522068 9040699 11143277 159769 0 161857 3931487 17837214 31140767 3341410 5034030 0 1613994 7514309 10922235 0 3887926 10855719 21458185 X 6906167 7515363 75328 2167219 6981495 9682582 17837214 31140767 2701087 0 X 0 1 X 1 1 1 X 26764852 31789225 40683567 41163531 61568654 201969829 26764852 31789225 40683567 41163531 61568654 201969829 201969829 359441 224528 296809 158341 144867 1183986 142191 26866 42247 101945 321570 634819 203788634 729622 0.99110 0.98960 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5601036 5601036 7764212 2850011 4914201 1105269 556924 548345 122327 63451 58876 72501 51682 20819 11143277 Deposits 144810 Right-of-use assets - operating leases 3786677 3931487 Lease liabilities - operating leases 3887926 3887926 X 62121342 670763 670763 61450579 0 61450579 59420255 670763 670763 58749492 0 58749492 Part X, Line 2: Felton Institute is exempt from taxation under Internal Revenue Code Section 501(c)(3) and California Revenue and Taxation Code Section 23701d. Generally accepted accounting principles provide accounting and disclosure guidance about positions taken by an organization in its tax returns that might be uncertain. Management has considered its tax positions and believes that all of the positions taken by Felton Institute in their federal and state exempt organization tax returns are more likely than not to be sustained upon examination. Felton Institute's returns are subject to examination by federal and state taxing authorities, generally for three and four years, respectively, after they are filed. Part XI, Line 2d - Other Adjustments: Rental expenses 670,763. Part XII, Line 2d - Other Adjustments: Rental expenses 670,763. X X X 0 0 0 0 0 0 0 1 0 Al Gilbert CEO 344546 0 31800 0 0 0 0 0 7914 0 384260 0 0 0 Crystal Ozanick Psychiatrist 285513 0 0 0 0 0 0 0 0 0 285513 0 0 0 Marvin Davis CFO 245236 0 0 0 0 0 0 0 0 0 245236 0 0 0 Yohana Quiroz COO 223850 0 0 0 0 0 0 0 7151 0 231001 0 0 0 Liz Dalmacio Chief Human Resource Officer 201827 0 0 0 0 0 0 0 16093 0 217920 0 0 0 Marie-Florence Mai-Chi Tieu Psychriatic Nurse Practitioner 197849 0 0 0 0 0 0 0 7914 0 205763 0 0 0 Sarah T Richardson Director of Communications 172201 0 0 0 0 0 0 0 7914 0 180115 0 0 0 Lori A Glassie Physician Assistant 171247 0 0 0 0 0 0 0 7151 0 178398 0 0 0 Kenji Paschen Chief Technology Officer 164294 0 0 0 0 0 0 0 7151 0 171445 0 0 0 Part I, Line 7 The Board of Directors make a decision based on market and performance. Every year, the board reviews both criteria and determines any salary and bonus paid to its officers. Form 990, Part VI, Section B, line 11b A draft of the Form 990 is prepared by an outside CPA firm and reviewed and approved by the CFOO and given to the Board's finance committee prior to tax filing. Form 990, Part VI, Section B, line 12c All employees, subcontractors, and independent contractors are required to acknowledge and sign the conflict of interest statement. The Board members are also required to disclose their interest on an annual basis. Form 990, Part VI, Section B, line 15 The Board performs reviews and approvals of the Executive Director's salary on an annual basis. Comparable salary data is used and available for their comparison. All other top management's compensation is determined by comparable data as well as approval from the Executive Director. Form 990, Part VI, Section C, line 19 The organization makes its governing documents, conflict of interest policy, financial statements and Form 990 available to the public upon request.