2025-11-13T15:38:58-06:00 2024-12-31 954557617 Harrington Group CPAs LLP 2698 Mataro Street Pasadena CA 91107 990 2024-01-01 330470446 Oak Grove Institute Foundation Inc OAKG 9516775599 24275 Jefferson Avenue Murrieta CA 92562 Fe K Santiago Interim CEO 9516775599 2025-11-13 1 1 Sean E Cain CPA P01612986 6264036801 2024 2025-03-06 01:10:19Z Fe K Santiago 24275 Jefferson Avenue Murrieta CA 92562 25879424 0 X www.oakgrovecenter.org X 1981 CA Education and residential facilities for children with neurological problems, learning disabilities, and social & emotional disabilities. 9 9 434 400 0 0 12190622 2049227 11366424 21376209 779844 813609 114050 5666 24450940 24244711 790929 819205 0 0 17595780 18606210 0 0 231825 4251531 4429368 22638240 23854783 1812700 389928 36184320 37000974 3626474 3123120 32557846 33877854 X Our mission is to rebuild the lives of at-risk children and their families through educating, healing, restoring relationships, building character, and instilling hope. 0 0 10339162 338737 11614271 Oak Grove Institute Foundation (Oak Grove) operates residential and educational facilities for children suffering from severe emotional trauma and disabilities. During the year covered, Oak Grove provided 20,393 days of care. 7259208 209307 5937724 Oak Grove operates a non-public school that provides education to emotionally disturbed children who require an individually designed curriculum. During the year covered, the school provided 20,436 days of attendance. 2134958 13418 1928317 Wraparound Program is a community-based in-home intervention services that recognize the unique strengths and needs of the children or youth and family and includes the delivery of coordinated services to address those needs. The program targets children with significant mental health and/or behavioral issues who are Riverside County dependents ages 18 and under who are transitioning home, or to a home-like setting, from residential-based services or who are at risk of requiring placement from residential placement (i.e., group home) to a higher level of care. During the year, Oak Grove provided 17,096 days of care. 1100785 257743 1177732 ILP Program - Independent Living Skills Program provides aftercare emancipation and independent care services to aftercare youth between the ages of 16-21 for whom whole dependency has been terminated. 691069 23039 541339 Culinary Creations is a program that helps our at-risk youth and special needs individuals learn employable skills such as pastry preparation, catering, customer service, and barista skills. Many of our children have suffered from abuse, trauma, depression, and many other mental health problems. Oak Grove is committed to helping these children overcome their problems so they can become productive, responsible adults, and one of the means used to achieve this is through culinary arts training provided by Culinary Creations. Oak Grove takes pride in helping successfully prepare youth for "the world of work". 315449 21609 176826 Oak Grove Sanctuary Palm Springs is a Transitional Housing Program for non-minor dependents with a specific focus on meeting the needs of the LBGTQ+ community transitioning to adulthood. The facility provides affordable, safe housing for former foster and homeless youth who identify as LBGTQ+, aged 18 to 21. The youth live in a dorm-like setting with other similarly aged youth in a single-family residential home. Once stabilized in housing, they receive case management and referrals for additional support needed, like mental health therapy. Oak Grove Sanctuary Palm Springs provides both case management and mental health directly, while making referrals to other programs and agencies for additional services needed. 2107303 302391 1895897 21840631 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 29 0 1 434 1 0 0 0 0 0 1 1 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 Fe K Santiago 9516775599 24275 Jefferson Avenue Murrieta CA 925627285 Sonya Linden Chair 1.00 X X 0 0 0 Jonathan Martin Vice Chair 1.00 X X 0 0 0 Karen Locklin Secretary 1.00 X X 0 0 0 Adam Bouvet Board Member (end 11/24) 1.00 X 0 0 0 Hemant Chhatrala Board Member (end 5/24) 1.00 X 0 0 0 Leslie Echolds Board Member 1.00 X 0 0 0 BJ Fazeli Board Member (end 11/24) 1.00 X 0 0 0 Karen LaPointe Board Member 1.00 X 0 0 0 Julie Ngo Board Member 1.00 X 0 0 0 Randall A Powell Board Member 1.00 X 0 0 0 Becky Sims Board Member 1.00 X 0 0 0 Mark Sitar Board Member (start 8/24) 1.00 X 0 0 0 Erika Weitzeil Board Member (end 2/24) 1.00 X 0 0 0 Tamara Wilson Chief Executive Officer 40.00 X 329140 0 15308 Fe Santiago Chief Financial Officer 32.00 X 161100 0 1200 Patricia Conlin Director of HR/Operations 40.00 X 116558 0 8270 Athene Banche Director of Education 40.00 X 131257 0 1265 Thomas Baldwin Treatment Coordinator-PHP 40.00 X 131430 0 1327 Billie Gengler Clinic Director 40.00 X 129586 0 7490 Raymond Orozco Program Director 40.00 X 107042 0 1273 1106113 0 36133 6 0 1 0 Fred Dowalter 869 W 9th St San Jacinto CA 92582 Construction 612933 1 65394 1309842 673991 105168 2049227 Residential 623990 7706660 7706660 Nonpublic school 611600 5937724 5937724 Private outpatient fees 721310 3645060 3645060 Wraparound 623990 1928317 1928317 ILP Program 624110 1177732 1177732 980716 980716 21376209 415811 415811 1275469 557786 1192670 242787 82799 314999 397798 397798 199256 65394 199256 0 Other income 900099 4360 4360 Insurance reimb. 900099 1306 1306 5666 24244711 21376209 0 819275 819205 819205 549748 549748 15406148 14722917 597105 86126 87705 83595 3554 556 1398840 1309521 80849 8470 1163769 1068077 88598 7094 51469 51469 810655 729081 81574 27780 3946 23186 648 397948 333134 64814 245414 230057 15357 650556 576131 27631 46794 330251 316481 12179 1591 109102 107241 1861 935229 881951 53278 177174 156905 7525 12744 Maintenance & repairs 221234 221234 Miscellaneous 176994 52539 115821 8634 Non-capital equipment 106123 100951 5172 License fees 60169 60169 129270 67496 2606 59168 23854783 21840631 1782327 231825 1359091 272485 11704726 12144382 3302655 2572978 200231 158520 23327238 10934824 12357586 12392414 5343703 6131546 993731 1768939 922597 1559710 36184320 37000974 1752325 1577057 971383 902766 1546063 3626474 3123120 X 32557846 33877854 32557846 33877854 36184320 37000974 389928 930080 0 X 0 1 X 1 1 1 X 7915743 14082991 16162603 12190622 2049227 52401186 7915743 14082991 16162603 12190622 2049227 52401186 52401186 252878 219235 6270 695122 415811 1589316 6280 380 44310 114050 5666 170686 54161188 60064233 0.96750 0.97480 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2160900 2160900 17837811 8727528 9110283 3328527 2207296 1121231 12392414 Finance lease liabilities 675028 Operating lease liabilities 871035 1546063 X 25374047 930080 199256 1129336 24244711 0 24244711 24054039 199256 199256 23854783 0 23854783 Part X, Line 2: The Foundation 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 the Foundation in their federal and state exempt organization tax returns are more likely than not to be sustained upon examination. The Foundation'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: Fundraising event expense 199,256. Part XII, Line 2d - Other Adjustments: Fundraising event expense 199,256. Rod Run 115521 65900 49621 49491 130 Golf 43590 7278 36312 36312 5 105539 -7784 113323 113323 264650 65394 199256 49491 149765 199256 0 1 Clothing, rewards and personal care assistance 725 387972 Book value Clothing, rewards and personal care assistance to ensure a safe and comfortable feeling. Books and educational book subscriptions 363 16369 Book value Books and educational book subscriptions to ensure the mental acumen remains consistent. Food and dietary assistance 249 414864 Book value Food and dietary assistance to maintain healthy bodies. Part I, Line 2: Oak Grove Institute Foundation selection criteria - disbursements and assistance to individuals is based on eligibility and need. X X X X 0 0 0 0 0 0 0 1 0 Tamara Wilson Chief Executive Officer 304140 0 25000 0 0 0 1200 0 14108 0 344448 0 0 0 Fe Santiago Chief Financial Officer 143100 0 18000 0 0 0 1200 0 0 0 162300 0 0 0 Part I, Line 7 Tamera Wilson, CEO, received bonus compensation in the amount of $25,000. Fe Santiago, CFO, received bonus compensation in the amount of $18,000. X Miscellaneous 72 105168 Book value 0 0 0 Part I, Column (b): The contributor count is based on the individuals who donated goods to the organization during the reporting period. Form 990, Part VI, Section B, line 11b The Form 990 is reviewed and approved for filing by the organization's Audit Committee. The Audit Committee is composed of three board members, all of whom are voting members of the organization's governing body. A paper copy of the final Form 990 to be filed is provided prior to filing to each voting member of Oak Grove's governing body at its regularly scheduled board meeting. Form 990, Part VI, Section B, line 12c The Conflict of Interest Policy is signed by each board member at the time of appointment. Forms are completed and signed after each review and are tracked by the Executive Assistant. Monitoring and compliance is done at least twice a year during the June and December board meetings, and as the need arises depending on the subject being discussed. Form 990, Part VI, Section B, line 15 The CEO's compensation was determined, reviewed and approved by the Executive Compensation Committee which is composed of the Chairman of the Board and two other members of the Board. At least two independent compensation surveys were used to determine its reasonableness and comparability to executive compensation paid by other organizations in the same industry and of similar size. The Executive Committee then engaged the services of an independent law firm to draft the Employment Agreement. The CEO's compensation is reviewed by the compensation committee annually. The CFO's compensation is determined, reviewed, and approved by the CEO and the Chairman of the Board using independent compensation surveys of other organizations in the same industry and of similar size and taking into consideration that the position is part time without health benefits. Form 990, Part VI, Section C, line 19 Oak Grove makes its governing documents, conflict of interest policy, and financial statements and Form 990 available to the public upon request. A statement to this effect appears on the organization's website.