2025-02-12T16:16:07-06:00 2024-06-30 950858589 HUTCHINSON & BLOODGOOD LLP 200 EAST CARRILLO STREET SUITE 303 SANTA BARBARA CA 93101 990 2023-07-01 237097910 CALM INC CALM 8059652376 1236 CHAPALA STREET SANTA BARBARA CA 93101 ALANA WALCZAK PRESIDENT & CEO 8059652376 2025-02-11 1 0 JESSICA MOITOZA P01282487 8059631837 2023 2025-03-06 01:10:19Z ALANA WALCZAK 1236 CHAPALA STREET SANTA BARBARA CA 93101 15503800 0 X WWW.CALM4KIDS.ORG X 1970 CA CALM'S MISSION IS TO PREVENT CHILDHOOD TRAUMA, HEAL CHILDREN AND FAMILIES, AND BUILD RESILIENT COMMUNITIES THROUGHOUT SANTA BARBARA COUNTY. 25 25 111 48 29481 14384 2469088 2508635 5777690 5488401 350311 567113 -44372 -66319 8552717 8497830 0 0 0 0 7325890 6811111 0 0 822315 1674092 1843183 8999982 8654294 -447265 -156464 21279338 21908687 1687318 1307950 19592020 20600737 X CALM'S MISSION IS TO PREVENT CHILDHOOD TRAUMA, HEAL CHILDREN AND FAMILIES, AND BUILD RESILIENT COMMUNITIES THROUGHOUT SANTA BARBARA COUNTY. 0 0 2472323 1974924 GREAT BEGINNINGSTHE GREAT BEGINNINGS DEPARTMENT SERVES FAMILIES AND CAREGIVERS WITH CHILDREN PRENATALLY THROUGH AGE NINE. PROGRAMS OFFER A COMPREHENSIVE CONTINUUM OF SERVICES INCLUDING PREVENTION, EARLY INTERVENTION, AND TREATMENT. SERVICES ARE DELIVERED IN THE HOME, COMMUNITY SETTING, OR CALM CLINIC. PROGRAM SERVICES SUPPORT CAREGIVER MENTAL HEALTH, ENHANCE HEALTHY ATTACHMENT, INCREASE POSITIVE PARENTING, AND REDUCE THE IMPACT OF TOXIC STRESS. THE GOALS OF THE DEPARTMENT ARE INCREASED PARENTING SKILLS, STRENGTHENED ATTACHMENT BETWEEN CAREGIVERS AND CHILDREN, EARLY IDENTIFICATION AND INTERVENTION OF SOCIAL-EMOTIONAL OR BEHAVIORAL HEALTH CHALLENGES, AND REDUCED CHILD ABUSE AND NEGLECT. FOR THE FISCAL YEAR ENDED JUNE 30, 2024, THE GREAT BEGINNINGS DEPARTMENT PROVIDED 909 CLIENTS WITH 9,553 SERVICES. 630305 564792 COMMUNITY STRENGTHENING COLLABORATIONSTHE COMMUNITY STRENGTHENING COLLABORATIONS DEPARTMENT PROVIDES EDUCATION, PREVENTION, AND TREATMENT TO CHILDREN, FAMILIES, AND COMMUNITY PROFESSIONALS. BY EMBEDDING SERVICES IN NATURAL SETTINGS WHERE CHILDREN LEARN AND GROW, CALM PARTNERS WITH ORGANIZATIONS AND SYSTEMS TO INCREASE ACCESS TO MENTAL HEALTH SERVICES, OVERCOME STIGMA, AND BUILD TRAUMA-INFORMED COMMUNITIES. FOR THE FISCAL YEAR ENDED JUNE 30, 2024, THE COMMUNITY STRENGTHENING COLLABORATIONS DEPARTMENT SERVED 108 TEACHERS AND ADMINISTRATORS AT 15 EARLY EDUCATION SITES, CONNECTED 90 FAMILIES TO MENTAL HEALTH SERVICES IN COLLABORATION WITH THEIR PEDIATRICIANS, AND CONDUCTED 187 FORENSIC INTERVIEWS IN PARTNERSHIP WITH THE DISTRICT ATTORNEY'S OFFICE AND LAW ENFORCEMENT. 2158695 1786546 INTENSIVE FAMILY SERVICESTHE INTENSIVE FAMILY SERVICES DEPARTMENT PROVIDES SERVICES TO CHILDREN AND FAMILIES WHO REQUIRE COMPREHENSIVE AND INTENSIVE SUPPORT TO ACHIEVE STABILITY. FAMILIES MAY HAVE MULTIGENERATIONAL HISTORIES OF TRAUMA, PARENTAL HISTORIES OF SUBSTANCE ABUSE, AND INVOLVEMENT WITH THE CRIMINAL JUSTICE OR CHILD WELFARE SYSTEM. SERVICES ARE TAILORED TO THE NEEDS OF THE FAMILY AND MAY BE PROVIDED IN THE HOME OR COMMUNITY. THE DELIVERY OF SERVICES MAY BE MORE FREQUENT AND INTENSIVE THAN TRADITIONAL OUTPATIENT TREATMENT. ALL PROGRAMS ARE SERVED BY REFERRALS FROM THE DEPARTMENT OF BEHAVIORAL WELLNESS OR THE DEPARTMENT OF SOCIAL SERVICES. THE DEPARTMENT GOAL IS TO STABILIZE SYSTEMS INVOLVED FAMILIES AND CAREGIVERS. FOR THE FISCAL YEAR ENDED JUNE 30, 2024, THE INTENSIVE FAMILY SERVICES DEPARTMENT PROVIDED 874 CLIENTS WITH 7,771 SERVICES. 1390952 1162139 CHILDHOOD TRAUMA TREATMENTTHE CHILDHOOD TRAUMA TREATMENT DEPARTMENT FOCUSES ON FACILITATING RECOVERY FOR CHILDREN AND FAMILIES WHO HAVE BEEN EXPOSED TO ABUSE, NEGLECT, OR VIOLENCE WITHIN THEIR FAMILY OR COMMUNITY. PROGRAMS PROVIDE INDIVIDUAL AND FAMILY TREATMENT TO FOSTER CHILDREN'S RESILIENCE AND RECOVERY FROM ADVERSE EXPERIENCES. THE DEPARTMENT GOAL IS TO MITIGATE THE IMPACT OF TRAUMA ON CHILDREN AND FAMILIES. FOR THE FISCAL YEAR ENDED JUNE 30, 2024, THE CHILDHOOD TRAUMA TREATMENT DEPARTMENT PROVIDED 202 CLIENTS WITH 4,237 SERVICES. 1390952 1162139 6652275 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 38 0 111 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X ACCOUNTIX INC 8007570510 836 ANACAPA ST 2141 SANTA BARBARA CA 93120 ANDREW FITZGERALD BOARD CHAIR 4.00 X X 0 0 0 ROBERTA COLLIER VICE CHAIR - DEVELOPMENT 1.00 X X 0 0 0 FRANN WAGENECK VICE CHAIR - GOVERNANCE 1.00 X X 0 0 0 SAM ELLIS VICE CHAIR - FINANCE 1.00 X X 0 0 0 LUZ REYES-MARTIN SECRETARY 1.00 X X 0 0 0 JON CLARK TRUSTEE 1.00 X 0 0 0 MICHELE CUTTLER TRUSTEE 1.00 X 0 0 0 SUSAN GULBRANSEN TRUSTEE 1.00 X 0 0 0 ANNA KOKOTOVIC PHD TRUSTEE 1.00 X 0 0 0 ANALISE MAGGIO TRUSTEE 1.00 X 0 0 0 CANDICE MONGE TRUSTEE 1.00 X 0 0 0 GLENN MORRIS TRUSTEE 1.00 X 0 0 0 CAROLINE POWERS TRUSTEE 1.00 X 0 0 0 JOANNE RAPP TRUSTEE 1.00 X 0 0 0 DAALIA REFAAT TRUSTEE 1.00 X 0 0 0 GISELA RODRIGUEZ TRUSTEE 1.00 X 0 0 0 JENNA ROGERS TRUSTEE 1.00 X 0 0 0 RICHARD RUSSELL TRUSTEE 1.00 X 0 0 0 PATRICE RYAN TRUSTEE 1.00 X 0 0 0 JANIS SALIN TRUSTEE 1.00 X 0 0 0 MARC SCHNEIDER TRUSTEE 1.00 X 0 0 0 KELLY SMITH TRUSTEE 1.00 X 0 0 0 KATRINA SPRAGUE TRUSTEE 1.00 X 0 0 0 RICH YAO TRUSTEE 1.00 X 0 0 0 ZOHAR ZIV TRUSTEE 1.00 X 0 0 0 ALANA WALCZAK PRESIDENT & CEO 40.00 X 270227 0 13629 ADOLFO GARCIA CHIEF OPERATING OFFICER 40.00 X 159975 0 9551 ASHLYN MCCAGUE DIRECTOR OF DEVELOPMENT 40.00 X 129150 0 8335 ASHLEIGH ERVING DIRECTOR OF CLINICAL OPERATIONS 40.00 X 126316 0 7719 ANDREA GLEYSTEEN DIRECTOR OF HUMAN RESOURCES 40.00 X 128914 0 11345 YVONNE NELSON SENIOR MANAGER OF CLINICAL ADVANCEMENT 40.00 X 119308 0 6114 RACHEL HOPSICKER SENIOR MANAGER QUALITY IMPROVEMENT 40.00 X 105437 0 12384 1039327 0 69077 7 0 1 0 ACCOUNTIX 836 ANACAPA STREET 2141 SANTA BARBARA CA 93120 OUTSOURCED FINANCE DEPARTMENT 157642 ANCHOR POINT IT 213 SANTA BARBARA STREET SANTA BARBARA CA 93101 IT SERVICES 113056 2 429080 2079555 91440 2508635 GOVERNMENT ASSISTANCE 900099 5097652 5097652 PROGRAM SERVICE FEES 900099 390749 390749 5488401 449522 449522 40397 10916 29481 29481 29481 6978906 6861315 117591 117591 117591 35814 429080 133739 -97925 -97925 OTHER REVENUE 900099 2125 2125 2125 8497830 5488401 29481 471313 495008 53277 283022 158709 5023697 4649490 374207 892163 781205 23177 87781 400243 342375 16332 41536 1880 387 1459 34 35482 35482 78240 78240 287845 59775 223245 4825 68204 21838 26094 20272 380693 196051 134831 49811 307989 166489 123187 18313 275694 172752 78435 24507 76998 24653 29459 22886 81080 74795 5035 1250 27947 27947 98513 71916 17731 8866 77651 37272 31061 9318 BAD DEBT 44967 44967 8654294 6652275 1179704 822315 2761983 1009510 2791205 239929 149483 2601402 685550 54597 61927 3038918 815251 2273815 2223667 13215030 14685315 132582 302030 21279338 21908687 546912 642521 347000 1000000 0 140406 318429 1687318 1307950 X 12718112 13467688 6873908 7133049 19592020 20600737 21279338 21908687 X -156464 1191371 -26190 X X 0 1 X 1 0 X 5146283 1822633 2602745 2469088 2508635 14549384 4911926 5951880 5774014 5777690 5488401 27903911 10058209 7774513 8376759 8246778 7997036 42453295 40226 53477 119267 108756 103875 425601 4301132 5178174 5093375 5228154 4766710 24567545 4341358 5231651 5212642 5336910 4870585 24993146 17460149 277634 236031 277543 334354 449522 1575084 53118 25559 70876 87599 29481 266633 330752 261590 348419 421953 479003 1841717 2146 2125 4271 10388961 8038249 8725178 8668731 8478164 44299283 0.39410 0.41080 0.04160 0.04070 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12087710 1516577 824000 12780287 11871723 1115987 900000 12087710 14842794 -2406070 565001 11871723 12346877 3037683 541766 14842794 12572161 297716 523000 12346877 0.61900 0.38100 0 0 1088737 1088737 1088738 399204 689534 831540 389593 441947 29903 26454 3449 2223667 LEASE LIABILITY 318429 318429 X 9731632 1191371 109755 1301126 8430506 78240 -10916 67324 8497830 8722915 109755 37106 146861 8576054 78240 78240 8654294 PART V, LINE 4: TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SHOULD ANNUAL CONTRACTS, GRANTS AND FUNDRAISING PROVE INSUFFICIENT. PART X, LINE 2: FASB'S ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, PRESCRIBES A THRESHOLD FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. CALM FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND IN THE STATE OF CALIFORNIA. THE CALM'S TAX RETURNS FROM THE YEAR 2020 TO THE PRESENT REMAIN SUBJECT TO EXAMINATION BY THE IRS FOR FEDERAL TAX PURPOSES, AND THE TAX YEARS FROM 2019 TO THE PRESENT REMAIN SUBJECT TO EXAMINATION BY THE STATE OF CALIFORNIA. MANAGEMENT HAS EVALUATED ITS TAX POSITIONS FOR ALL JURISDICTIONS IN WHICH THE STATUTE OF LIMITATIONS REMAINS OPEN AND HAS DETERMINED THAT CALM HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. CALM HAD NO UNRECOGNIZED TAX BENEFITS RELATED TO TAX POSITIONS TAKEN DURING THE YEARS ENDED JUNE 30, 2024 AND 2023 OR FOR PRIOR PERIODS. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -10,916. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 10,916. LEASE AMORTIZATION 26,190. LADIES GET LOUD 80961 67038 13923 13423 12808 CALM AT HEART 383933 362042 21891 29542 18372 59594 464894 429080 35814 29542 31795 72402 133739 -97925 1 X X X X 0 0 0 0 0 0 0 0 0 ALANA WALCZAK PRESIDENT & CEO 270227 0 0 0 0 0 8499 0 5130 0 283856 0 0 0 ADOLFO GARCIA CHIEF OPERATING OFFICER 159975 0 0 0 0 0 5041 0 4510 0 169526 0 0 0 PART I, LINE 3 A COMPENSATION WORKGROUP IS FORMED TO GATHER FEEDBACK FROM THE ORGANIZATION'S BOARD AND STAFF, COMPILE A BENCHMARK USING LOCAL AND NATIONAL SALARY AND BENEFITS DATA, AND CONSIDER THE INTEGRATION OF THE CHIEF EXECUTIVE OFFICER'S COMPENSATION PACKAGE IN RELATION TO THE ANNUAL BUDGETARY CONSTRAINTS. THE WORKGROUP COMPILES ITS FINDINGS AND PRESENTS THEM TO THE BOARD ALONG WITH A RECOMMENDATION FOR VOTE. X 6 46706 FAIR MARKET VALUE X SPECIAL EVENT AUCTION ITEMS 17 42580 FAIR MARKET VALUE X SPECIAL EVENTS SUPPLIES 5 2154 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT 990 WAS PROVIDED TO EACH BOARD MEMBER FOR REVIEW AND COMMENT. ONCE ALL BOARD MEMBERS HAD TIME TO REVIEW, THE FORM 990 WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER SIGNS A CONFLICT OF INTEREST STATEMENT ANNUALLY AND ANY POTENTIAL CONFLICTS THAT OCCUR DURING THE YEAR ARE REQUIRED TO BE DISCLOSED AS THEY ARISE. THE POTENTIAL CONFLICTS ARE REVIEWED AND, IF NECESSARY, A COMPETITIVE BID PROCESS IS UNDERTAKEN TO ENSURE THERE IS NO SELF-DEALING. FORM 990, PART VI, SECTION B, LINE 15A A COMPENSATION WORKGROUP IS FORMED TO GATHER FEEDBACK FROM THE ORGANIZATION'S BOARD AND STAFF, COMPILE A BENCHMARK USING LOCAL AND NATIONAL SALARY AND BENEFITS DATA, AND CONSIDER THE INTEGRATION OF THE CHIEF EXECUTIVE OFFICER'S COMPENSATION PACKAGE IN RELATION TO THE ANNUAL BUDGETARY CONSTRAINTS. THE WORKGROUP COMPILES ITS FINDINGS AND PRESENTS THEM TO THE BOARD ALONG WITH A RECOMMENDATION FOR VOTE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: LEASE AMORTIZATION -26,190. FORM 990, PART XII, LINE 2C: THE AUDIT COMMITTEE REVIEWS AND APPROVES THE AUDIT REPORT FROM THE OUTSIDE INDEPENDENT AUDIT FIRM. THEY ALSO MAKE SURE THE ORGANIZATION IS MEETING ALL ACCOUNTING AND FINANCIAL GAAP NON-PROFIT GUIDELINES.