2024-05-15T11:28:16-05:00 2023-06-30 951777440 GREEN HASSON & JANKS LLP 700 S FLOWER STREET SUITE 3300 LOS ANGELES CA 90017 990 2022-07-01 952877102 OLIVE CREST OLIV 7145435437 2130 EAST FOURTH STREET 200 SANTA ANA CA 92705 JUSTIN LAIRD CFO 7145435437 2024-03-01 1 JUSTIN LAIRD 999009999 1 LIZBETH G NEVAREZ P01399868 3108731600 2024-03-01 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DONALD VERLEUR II 2130 EAST FOURTH STREET 200 SANTA ANA CA 92705 80856091 0 X WWW.OLIVECREST.ORG X 1974 CA THE MISSION IS TO PROVIDE SAFE HOMES, COUNSELING, AND EDUCATION FOR BOTH YOUTHS AND PARENTS. 11 11 1107 6800 68558 0 43344181 44907453 25660590 34218309 726 121657 479594 908138 69485091 80155557 0 0 0 0 43768926 50251767 0 0 3687716 22552686 25302517 66321612 75554284 3163479 4601273 40509732 60095487 15802262 30976428 24707470 29119059 X SINCE 1973, OLIVE CREST HAS TRANSFORMED THE LIVES OF OVER 200,000 ABUSED, NEGLECTED, AND AT-RISK CHILDREN AND THEIR FAMILIES. WE WORK TIRELESSLY TO MEET INDIVIDUAL NEEDS OF KIDS IN CRISIS BY PROVIDING THE COMMUNITY TO PROVIDE SAFE HOMES, COUNSELING, AND EDUCATION FOR BOTH YOUTHS AND PARENTS. 0 0 23162841 0 20251412 FOSTER CARE, RESIDENTIAL AND ADOPTION PROGRAMS: OLIVE CREST RECRUITS, TRAINS AND CERTIFIES FOSTER FAMILY HOMES FROM THE COMMUNITY TO PROVIDE WARM, SECURE, AND THERAPEUTICALLY SAFE ENVIRONMENTS FOR FOSTER CHILDREN. FOSTER CHILDREN AND PARENTS ARE PROVIDED ONGOING THERAPY, TRAINING, AND SUPPORT SERVICES. THE RESIDENTIAL PROGRAM PROVIDES THE COMMUNITY CARE FACILITIES TO THE CHILDREN. 22115842 0 0 MENTAL HEALTH SERVICES PROGRAMS: THE GOAL OF MENTAL HEALTH SERVICES IS TO PROVIDE HIGH QUALITY AND EFFECTIVE CARE THAT WILL LEAD CHILDREN, YOUTH, AND FAMILIES TO HEALING, WHOLENESS, AND STRONGER RELATIONSHIPS WITH ONE ANOTHER. MENTAL HEALTH STAFF ARE INTEGRATED INTO OLIVE CREST PROGRAMS AND PROVIDE SUCH SPECIALIZED, CULTURALLY COMPETENT SERVICES AS CRISIS INTERVENTION, THERAPY, SUBSTANCE ABUSE TREATMENT, PSYCHIATRIC ASSESSMENTS AND MEDICATION MANAGEMENT. 16661985 0 13966897 EDUCATION & OTHER PROGRAMS: OLIVE CREST PROVIDES A NON-PUBLIC SCHOOL FOR ABUSED, NEGLECTED, ABANDONED AND LEARNING DISABILITIES CHILDREN. INDIVIDUAL EDUCATION PLANS ARE DESIGNED AND IMPLEMENTED FOR EACH CHILD BY A PROFESSIONAL MULTI-DISCIPLINARY TEAM WHOSE GOAL IS TO TRANSITION EACH STUDENT BACK INTO THE APPROPRIATE PUBLIC EDUCATIONAL SETTING AS QUICKLY AS POSSIBLE. IN ADDTION TO THE ACADEMIC INSTRUCTION, STUDENTS ARE GIVEN VOCATIONAL TRAINING WHEN APPROPRIATE. OTHER PROGRAMS PROVIDE THE INDEPENDENT LIVING SKILLS TO YOUTH ADULT FOR THE TRANSITIONAL HOUSING PLACEMENT AND FOSTER CARE REMOTE SITES. 3537096 0 0 FAMILY PRESERVATION AND WRAPAROUND PROGRAMS: OLIVE CREST PROVIDES PARENT EDUCATION, COUNSELING, AND CASE MANAGEMENT SERVICES TO HELP STRENGHTHEN FAMILIES AND KEEP THEM TOGETHER. THE WRAPAROUND PROGRAM SERVES CHILDREN AND FAMILIES BY PROVIDING A FAMILY-CENTERED, STRENGH-BASED PLANNING APPROACH TO HELP CHILDREN IN A HOME ENVIRONMENT RATHER THAN RESIDENTIAL CARE. 3537096 0 0 65477764 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 331 0 1 1107 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 0 0 1 1 1 1 1 1 1 1 1 1 0 CA X X JUSTIN LAIRD 7145435437 2130 EAST FOURTH STREET 200 SANTA ANA CA 92705 JIM WOODSIDE BOARD CHAIR 1.00 1.00 X X 0 0 0 MIKE HADDAD DIRECTOR 1.00 1.00 X 0 0 0 PAUL RYGALSKI DIRECTOR 1.00 1.00 X 0 0 0 JEFF MATHEWS DIRECTOR 1.00 1.00 X 0 0 0 WILLIAM POTTER DIRECTOR 1.00 1.00 X 0 0 0 LUCAS BAERG DIRECTOR 1.00 1.00 X 0 0 0 STEPHANIE BYERLY DIRECTOR 1.00 1.00 X 0 0 0 JOE CESTA DIRECTOR 1.00 1.00 X 0 0 0 JILL WALLACE DIRECTOR 1.00 1.00 X 0 0 0 ERIN BURKE DIRECTOR 1.00 1.00 X 0 0 0 PAUL NIENOW DIRECTOR 1.00 1.00 X 0 0 0 DONALD VERLEUR II CEO/PRESIDENT 40.00 1.00 X 355553 0 50545 JUSTIN LAIRD CFO/TREASURER 40.00 1.00 X 190129 0 29130 KATHRYN JONES SECRETARY 40.00 1.00 X 126679 0 8630 KERRI DUNKELBERGER EX DIR ORANGE COUNTY 40.00 0.00 X 198500 0 8630 SHARON DEAN CAO 40.00 0.00 X 198878 0 24000 TRACY FITZSIMMONS EX DIR INLAND EMPIRE 40.00 0.00 X 185921 0 23186 STEPHEN CHRISTENSEN CDO 40.00 0.00 X 187249 0 12097 LOIS VERLEUR FOUNDER 0.00 40.00 X 0 157507 24878 1442909 157507 181096 7 0 1 0 HOOPER LUNDY & BOOKMAN 1875 CENTURY PARK STE 1600 LOS ANGELES CA 90067 LEGAL SERVICES 237381 CONTINUUM CLOUD 100 S ASHLRY DR STE 1500 TAMPA FL 33602 SOFTWARE CONSULTANT 180640 J&K HEALTH SERVICES 114 SANTA ROSA WAY PLACENTIA CA 92870 PSYCHOLOGIST SERVICES 154678 JDB SPEECH LANGUAGE SERVICES 13681 NEWPORT AVE STE 8-246 TUSTIN CA 92780 SPEECH LANGUAGE SERVICES 146522 ISAIAS BARRAGAN 9400 61ST STREET RIVERSIDE CA 92509 BLDG MAINTENANCE 144180 5 1084147 26840742 16982564 1544555 44907453 FOSTER CARE & ADOPTION 624100 20251412 20251412 NON-PUBLIC SCHOOL PROG 624100 13966897 13966897 34218309 121657 121657 576109 0 576109 576109 68558 507551 700534 1084147 700534 0 MISCELLANEOUS 900099 171154 171154 INTEREST RATE SWAP GAIN/LOSS 900099 160875 160875 332029 80155557 34218309 68558 961237 814642 814642 41975296 37568781 2231296 2175219 4284857 3674192 435760 174905 3176972 2813392 202484 161096 287572 287572 75689 75689 2255392 1407415 261564 586413 693192 556845 83543 52804 1021546 867610 121139 32797 509368 453560 41675 14133 5910040 5090424 722065 97551 1873835 1819228 16752 37855 193016 91552 45561 55903 314462 239535 64714 10213 1287595 1040558 220489 26548 802177 714289 65631 22257 PROGRAM SERVICES & SUPP 8084879 7199081 661476 224322 DONATED GOODS 1544555 1541318 3237 FURNITURE & EQUIPMENT 291404 259477 23842 8085 MEMBERSHIP & DUES 157795 140507 12910 4378 75554284 65477764 6388804 3687716 10061247 14092908 5075934 375543 8346701 12995073 145247 146052 1096499 1011481 37894869 12432571 15396995 25462298 4860777 387109 1151355 40509732 60095487 5136228 6133807 740264 931470 20448199 8520045 172595 1405725 3290357 15802262 30976428 X 24135752 21454206 571718 7664853 24707470 29119059 40509732 60095487 X 4601273 94799 -284483 X 0 1 X 1 1 1 X 31630527 32291931 31659900 43344181 44907453 183833992 31630527 32291931 31659900 43344181 44907453 183833992 183833992 429342 355847 391327 383311 609151 2168978 1053946 1053946 94226 386176 716019 366004 332029 1894454 188951370 152645777 0.97290 0.96230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5000000 196448 5196448 1.00000 0 0 9841599 9841599 23359186 9239565 14119621 316878 168757 148121 3663387 3012134 651253 713819 12115 701704 25462298 DUE TO FOUNDATION 2432936 CAPITAL LEASE OBLIGATIONS 857421 3290357 X PART V, LINE 4: THE PURPOSE OF THE ORGANIZATION'S ENDOWMENT FUND TO SECURE THE FUTURE OF THE ORGANIZATION AND TO SUPPORT ITS PROGRAMS AND OPERATIONS AS DESIGNATED BY THE BOARD. PART X, LINE 2: THE ORGANIZATION RECOGNIZES THE IMPACT OF TAX POSITIONS IN THE CONSOLIDATED FINANCIAL STATEMENTS IF THAT POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED ON AUDIT, BASED ON THE TECHNICAL MERITS OF THE POSITION. DURING THE YEAR ENDED JUNE 30, 2023, THE ORGANIZATION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS AND DID NOT IDENTIFY ANY MATTERS THAT WOULD REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS OR WHICH MIGHT HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. ANNUAL GALA 601617 313369 288248 108419 82768 10136 59614 27311 GOLF TOURNAMENTS 340197 180690 159507 400 59777 41149 41826 16355 17 842867 590088 252779 7978 84249 36844 58517 65191 1784681 1084147 700534 116797 226794 88129 159957 108857 700534 0 X X X 0 0 0 0 0 0 0 0 0 DONALD VERLEUR II CEO/PRESIDENT 355553 0 0 0 0 0 27000 0 23545 0 406098 0 0 0 SHARON DEAN CAO 198878 0 0 0 0 0 24000 0 0 0 222878 0 0 0 JUSTIN LAIRD CFO/TREASURER 190129 0 0 0 0 0 20500 0 8630 0 219259 0 0 0 TRACY FITZSIMMONS EX DIR INLAND EMPIRE 185921 0 0 0 0 0 15067 0 8119 0 209107 0 0 0 KERRI DUNKELBERGER EX DIR ORANGE COUNTY 198500 0 0 0 0 0 0 0 8630 0 207130 0 0 0 STEPHEN CHRISTENSEN CDO 187249 0 0 0 0 0 0 0 12097 0 199346 0 0 0 LOIS VERLEUR FOUNDER 0 157507 0 0 0 0 0 0 0 24878 0 182385 0 0 A CALIFORNIA INFRASTRUCTURE AND ECONOMIC DEVELOPMENT BANK 630304653 2023-03-31 12463500 CAPITAL EXPENDITURES (PROPERTY FINANCED) 0 0 0 A 12463500 3682962 139032 12324468 2048 0 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 0 1 1 ROYAL BANK OF CANADA 10.000000000000 0 0 0 0 1 X 1200905 FMV X AUCTION ITEMS 265 211846 FMV X GIFT CARDS 23 131804 COST 0 0 0 PART I, COLUMN (B): NONCASH CONTRIBUTIONS ARE LISTED BY NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION A, LINE 8B THIS QUESTION IS NOT APPLICABLE SINCE THE ORGANIZATION DOES NOT HAVE A SEPARATE COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE ORGANIZATION'S CFO AND CEO. THE FORM 990 IS ALSO PROVIDED TO THE BOARD OF DIRECTORS IN ADVANCE OF FILING THE FORM. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS HAS A WRITTEN CONFLICT OF INTEREST POLICY, THE BOARD IS ASKED TO CLARIFY THAT THERE ARE NO INTEREST THAT WOULD CONFLICT WITH THE ABILITY TO SERVE AS BOARD MEMBER, THAT CERTIFICATION IS DOCUMENTED IN THE BOARD MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION PERFORMS A STUDY EACH YEAR LOOKING AT COMPARABLE INDUSTRY STANDARDS FOR SALARIES AND APPLIES THOSE STANDARDS ACROSS THE POSITIONS IT HAS. THE SALARIES OF KEY EMPLOYEES ARE INCLUDED IN THE BUDGET WHICH IS PRESENTED TO THE BOARD OF DIRECTORS PRIOR TO THE BEGINNING OF EACH FISCAL YEAR. THE BOARD OF DIRECTORS HAS THE ABILITY TO MODIFY OR CHANGE THE COMPENSATION THROUGH MAJORITY VOTE. FORM 990, PART VI, SECTION B, LINE 15B: THE ORGANIZATION HAS AN EXECUTIVE COMPENSATION PLAN FOR OTHER OFFICERS AND KEY EMPLOYEES THAT IS UPDATED, REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS ANNUALLY. THE PLAN IS BASED ON STUDIES OF COMPARABLE INDUSTRY STANDARDS FOR SALARIES, AND IS INCLUDED IN THE BUDGET AND PRESENTED TO THE BOARD OF DIRECTORS PRIOR TO THE BEGINNING OF THE FISCAL YEAR. THE BOARD HAS THE ABILITY TO MODIFY OR CHANGE THE COMPENSATION THROUGH MAJORITY VOTE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. TAX RETURN FORM 990 IS AVAILABLE AT WWW.GUIDESTAR.COM. FORM 990, PART XI, LINE 9: BAD DEBT EXPENSE -284,483. OLIVE CREST ABUSED CHILDREN FOUNDATION 2130 E 4TH ST SANTA ANA CA 92705 330367975 FUND DEVELOPMENT CA 501(C)(3) LINE 12A, I OLIVE CREST 1 OLIVE CREST USA 2130 E 4TH ST SANTA ANA CA 92705 800830541 SUPPORT CA 501(C)(3) LINE 12A, I OLIVE CREST 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0