2024-05-14T08:54:58-05:00 2023-06-30 363990892 Capin Crouse LLP 3200 E Guasti Road Suite 230 Ontario CA 91761 990 2022-07-01 330864870 Family Assistance Ministries FAMI 9494928477 1000 Calle Cordillera San Clemente CA 92673 Anna Conti Chief Executive Officer 9494928477 2024-05-14 1 Anna Conti 999009999 0 Ashley Peabody P01385870 5055022746 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X Anna Conti 1000 Calle Cordillera San Clemente CA 92673 10200987 0 X www.family-assistance.org X 1999 CA Provide housing stabilization for families and individuals. 16 16 59 2250 0 0 12320882 9617737 25298 32013 -1159 1369 140548 377209 12485569 10028328 8741186 6120754 0 0 2174740 2471589 74844 109100 696997 1474869 1432854 12465639 10134297 19930 -105969 4435253 4695111 1486970 1852797 2948283 2842314 X Family Assistance Ministries is a faith-based charitable non-profit organization assisting those in need in southern Orange County with resources for food, shelter, and personalized counsel and aid, helping clients bridge the gap from dependency to self-sufficiency. 0 0 5971519 4980989 Hunger Prevention Food Pantry: Emergency and ongoing nutritious food assistance is provided to families with children, seniors and individuals who are hungry. The food is part of their overall financial plan toward self-sufficiency. This program is made possible by our 7-days a week, fresh rescues from local grocery stores, USDA food, Second Harvest Food Bank, OC Food Bank, and food donations from community partners such as churches, businesses, civic organizations, schools, scouts, and individuals. Last year, 27,362 hungry people sought FAM as a food source through 174,280 encounters. And 2,237 local volunteers make this and other FAM programs possible. Food donations are distributed at FAM's main Resource Center in San Clemente as well as at our three satellite offices and smaller pantry partners. FAM also partners with various local organizations to further distribute food and personal care items to even more low-income families and individuals in need of assistance. Clothing, adult and children's diapers, pet food, toiletries and other personal care items are also distributed. 1352214 608408 5920 Homeless Prevention Services: Diversion and Prevention are key components of FAM's Homeless Prevention Program. People who are unhoused are connected to family and friends through FAM's robust Homeward Bound Program. Case management including financial counsel, rental assistance, utility assistance, transportation vouchers, car repair, car registration, back-to-school supplies, clothing, job search coaching, senior-specific assistance, medical, dental and prescription assistance are examples of services that are provided to clients seeking a hand-up. All services are provided as a part of an overall financial stabilizing plan. Bills are paid directly to service providers. FAM expanded its outreach by opening a second Resource Center that will allow for clients to receive services closer to home. Clients can now access services at FAM's two Resource Centers and three satellite locations. Also new for FAM are the services we now provide to assist MediCal clients with support services such as housing navigation for the those who are unhoused and seeking permanent housing, housing deposits to help with security deposits, first months' rent and household set-up, housing sustainability to help with landlord relations and referrals for other services needed, and financial literacy to help with budgeting, banking and much more. Through a new partnership with Mission Hospital, FAM assisted sixty-seven individuals who are frequent users of the hospital emergency services and provided non-congregant shelter options. The partnership with the hospital social worker along with FAM's housing-focused Case Manager linked clients to permanent housing options. 501038 294909 26093 FAM provides Permanent Supportive Housing (PSH) for those experiencing chronic homelessness and have a diagnosed mental or physical disability. FAM is the master lease holder on these scattered site apartments. Clients are provided food, personal care items, tenant education, connection to a health home, a support team through weekly case management and wrap around services. 487761 126100 FAMily House: FAMily House serves a critical role as the only emergency shelter for unhoused families in south Orange County. The program safely houses single dads, single moms, dual parent households, their children and pregnant women, offering them healthy food choices and connecting them to health insurance and a health home. We helped 149 individuals through the FAMily House program last year. Developmental screenings were offered for children 5 and under. Financial counseling, job search coaching, and other life skills classes are also available. Personal care items, clothing, diapers, back-to-school supplies, holiday gifts, an after-school homework program that follows them when they move to permanent housing and referrals for other social services needed are also provided. FAM instituted a financial literacy program to assist clients as they transition to their next housing opportunity. The goal is to help clients graduate into their own stable housing as quicky as possible. 318751 110348 Gilchrist House: Gilchrist House serves as a women's shelter in south Orange County. Forty-eight unhoused women and mothers with children were safely housed, offered healthy food choices, connected to health insurance and a health home, provided financial counseling and job search coaching as well as personal care items during the last year. Back-to-school supplies and holiday gifts were provided by FAM's donors. Life skills classes are offered to all clients. Referrals for other social services needed were provided. The goal is to help clients transition into their own stable housing as quickly as possible. Through a new partnership with Mission Hospital, FAM assisted fifty-six individuals who are frequent users of the hospital emergency services and provided non-congregant shelter options. The partnership with the hospital social worker along with FAM's housing-focused Case Manager linked clients to permanent housing options. 806512 236448 8631283 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 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 115 0 1 59 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X X Anna Conti 9494928477 1000 Calle Cordillera San Clemente CA 92673 Sara Sullivan Board Chair 1.00 X X 0 0 0 Zachary Stangle Vice Chair 1.00 X X 0 0 0 Irene McKeown Treasurer 1.00 X X 0 0 0 Lorraine Hoon Secretary 1.00 X X 0 0 0 Mark Brooks Board member 1.00 X 0 0 0 Al Filger Board member 1.00 X 0 0 0 Dev Ghose Board member 1.00 X 0 0 0 Robert Grant Board member 1.00 X 0 0 0 Carolyn McOwen Board member 1.00 X 0 0 0 Chris Morrow Board member 1.00 X 0 0 0 Cassandra Ondryas Board member 1.00 X 0 0 0 Jay Pederson Board member 1.00 X 0 0 0 Julie Solliday Board member 1.00 X 0 0 0 C Kirk Steele Board member 1.00 X 0 0 0 Nancy St Pierre Board member 1.00 X 0 0 0 Richard S Veale Board member 1.00 X 0 0 0 Elizabeth Andrade Chief Executive Officer 40.00 X 198580 0 0 198580 0 0 1 0 1 0 0 2598 689752 1848625 7076762 5335196 9617737 Housing fees 900099 32013 32013 32013 1013 1013 34633 34277 356 356 356 67273 689752 138382 -71109 -71109 294184 0 294184 294184 Loan Forgiveness 900099 152820 152820 1314 1314 154134 10028328 32013 0 378578 1553831 1553831 4566923 4566923 239499 155674 59875 23950 1849369 1303058 293053 253258 215054 168415 31864 14775 167667 119006 26275 22386 43005 43005 109100 109100 148339 52268 93896 2175 238707 5912 232795 78042 21701 28566 27775 86294 69075 17219 408649 273180 135469 113764 109663 1116 2985 9897 2949 2949 3999 5646 5646 167031 110996 52236 3799 76770 61922 14848 Equipment 51286 51286 Food bank 5424 5424 10134297 8631283 806017 696997 414698 230238 724465 557376 550666 599631 26224 1318 56063 112078 49938 68675 3715704 1121361 2613199 2594343 0 531452 4435253 4695111 294390 235734 72000 101690 1111730 958910 8850 8850 0 547613 1486970 1852797 X 2486493 2533012 461790 309302 2948283 2842314 4435253 4695111 -105969 0 X 0 1 X 1 1 1 X 6639319 8666547 17201450 12320882 9617737 54445935 6639319 8666547 17201450 12320882 9617737 54445935 8235860 46210075 60 43 96 82 1013 1294 52419 51002 51002 73270 154134 381827 54829056 1283021 0.84280 0.83140 X Schedule A, Part II, Line 10, Explanation of Other Income: Loan forgiveness - 2018 Amount: $ 51,000. 2019 Amount: $ 51,001. 2020 Amount: $ 51,002. 2021 Amount: $ 73,270. 2022 Amount: $ 152,820. Other income - 2018 Amount: $ 1,419. 2019 Amount: $ 1. 2022 Amount: $ 1,314. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1247965 1247965 1590934 563880 1027054 194868 180552 14316 681937 376929 305008 2594343 Operating lease-right of use assets 531452 531452 Operating lease obligations 547613 547613 10245788 79078 79078 10166710 -138382 -138382 10028328 10351757 79078 138382 217460 10134297 0 10134297 Part XI, Line 4b - Other Adjustments: Fundraising event expense -138,382. Part XII, Line 2d - Other Adjustments: Fundraising event expense 138,382. X X X X X 1 Charitable Ventures 1505 E 17th Street Ste 101 Santa Ana CA 92705 Grant writing services 0 622500 53100 569400 Harvest Development Media 19851 Yorba Linda Blvd Suite 204 Yorba Linda CA 92886 Mail Solicitations 0 230127 56000 174127 852627 109100 743527 CA Gala 497094 456465 40629 3688 19674 22013 1300 39036 Hunger Walk 154032 145293 8739 506 31333 1 105899 87994 17905 1615 9541 9676 757025 689752 67273 5809 19674 31554 1300 80045 138382 -71109 Schedule G, Part I Line 2(b)(v): In addition to the $56,000 paid to Harvest Development Media for services, FAM paid $54,933 in expense reimbursements for mailing, printing & postage (production costs). Schedule G, Part II Line 11 (d): In accordance with Schedule G instructions, the net income summary amount reported in Line 11 (d) is negative as it excludes the portion of Gross receipts considered a charitable contribution to the attendee. The yearly signature events provide additional financial and public awareness to support FAM's mission. 1 Age Well Senior Services Inc 24461 Ridge Rte Dr Laguna Hills CA 92653 931163563 501(c)(3) 0 15168 Price per pound food food distribution Calvary Chapel 1031 Calle Recodo San Clemente CA 92673 271568864 501(c)(3) 0 47551 Price per pound food food distribution CAP-OC Food Bank 11870 Monarch Street Garden Grove CA 92841 952452787 501(c)(3) 0 16550 Price per pound food food distribution Charismatic Episcopal Church of North America 107 W Marquita San Clemente CA 92672 953605143 501(c)(3) 0 436648 Price per pound food food distribution Faro Church 15 Spectrum Pointe Drive Lake Forest CA 92630 200530622 501(c)(3) 0 5516 Price per pound food food distribution Love Community Outreach 1920 W Chestnut Ave Santa Ana CA 92703 954575842 501(c)(3) 0 72227 Price per pound food food distribution South Shores Church 32032 Del Obispo San Juan Capistrano CA 92675 952557130 501(c)(3) 0 492436 Price per pound food food distribution St Margaret's Church 31641 La Novia San Juan Capistrano CA 92675 951684078 501(c)(3) 0 6824 Price per pound, FMV food and diapers food distribution 8 0 Food, clothing, hygiene services and other supplies for clients 159603 3634699 FMV Food, clothing, hygiene services and care items Direct cash assistance to service provider on behalf of clients 2686 932224 Part I, Line 2: Case managers meet with all clients requesting cash aid and help them create a financial budget to aid in determining whether or not it will provide the stop gap needed to prevent homelessness and provide housing stabilization. Proof of income or self-certification is required at the time of each cash aid request. For non-cash aid distribution, case managers meet with all new clients to assess their financial situation and verify need. An action plan that includes non-cash aid in the form of food, clothing, toiletries, school supplies, holiday gifts, and more is initially put in place so that ongoing assistance may be provided. Proof of income is required at the time of the initial rquest for non-cash aid, and then updated annually as needed. For non-cash aid bulk distribution to organizations, FAM provides food, clothing, and other excess goods for redistribution to partner organizations for further distribution to their clients. The organization is vetted and approved by FAM to ensure that items are being provided to low income individuals and families. X X 0 0 0 0 0 0 0 1 0 Elizabeth Andrade Chief Executive Officer 174980 0 20000 0 3600 0 0 0 0 0 198580 0 0 0 Part I, Line 7 The organization made nonfixed payments in the form of discretionary bonuses. X 428018 Cost of comparable items X 4 34277 FMV X 2537969 4872901 Cost of comparable items 0 0 1 0 Part I, Column (b): The number of contributions represent the number of contributions received, not the number of items donated. The exception to this is the food inventoy. This is tracked in pounds of food. Last year, 2,537,969 pounds of food was provided for a value of $4,872,901. Form 990, Part VI, Section A, line 1a The Executive Committee operates on behalf of the Board of Directors when so directed. The Executive Committee includes the Board Chair, Immediate Past Chair, Vice Chair, Secretary, Treasurer, Program Committee Chair, Finance & Operations Committee Chair, Resale Boutique Oversight Committee Chair, At-Large Members and the CEO. The Executive Committee provides strategic direction for the CEO and the Board of Directors. The Committee serves as the personnel committee, evaluating industry pay range standards and supporting new positions as aligned with strategic direction. Form 990, Part VI, Section B, line 11b Form 990 is prepared by an independent CPA firm and reviewed in detail by the Organization's Audit Committee and top management. The reviewed Form 990 is then provided to the Board of Directors prior to filing with the IRS. Form 990, Part VI, Section B, line 12c All board members and officers are required to annually complete and sign a conflict of interest questionnaire. The Board Chair is responsible for reviewing the signed statements and ensuring that interested persons are in compliance with the conflict of interest policy. The CEO reviews the Board Chair's signed statement. Should any potential conflicts of interest be disclosed, the board member or officer would be asked to refrain from participation in any deliberation or decision with regard to matters affected by the relationship. Form 990, Part VI, Section B, line 15a Line 15a - The process of determining compensation for the organization's Chief Executive Officer is led by the independent Executive Committee which evaluates comparability data derived from various sources. The Executive Committee recommends annual compensation adjustments as deemed necessary. Recommendations are then approved by the Board of Directors. Deliberations and final decisions are documented by the Executive Board and held by the Committee designee. Line 15b - The organization does not compensate any other officers or key employees. Therefore, this line was answered no in accordance with the instructions. Form 990, Part VI, Section C, line 19 The organization makes the organizing documents, conflict of interest policy, and financial statements available upon request.