2025-03-31T11:29:43-05:00 2024-06-30 953680171 MCGOWAN GUNTERMANN 200 E CARRILLO ST STE 300 SANTA BARBARA CA 93101 990 2023-07-01 951644031 FAMILY SERVICE AGENCY OF SANTA BARBARA COUNTY FAMI 8059651001 123 WEST GUTIERREZ STREET SANTA BARBARA CA 93101 LISA BRABO PHD CEO 8059651001 2025-03-25 1 1 CHRISLEY N REED CPA P00025230 8059629175 2023 2025-03-06 01:10:19Z LISA BRABO PHD 123 WEST GUTIERREZ STREET SANTA BARBARA CA 93101 19194952 0 X HTTP://WWW.FSACARES.ORG X 1901 CA TO STRENGTHEN AND ADVOCATE FOR FAMILIES AND INDIVIDUALS OF ALL AGES AND DIVERSITIES, HELPING TO CREATE AND PRESERVE A HEALTHY COMMUNITY. 19 19 270 36 0 0 1960106 1739894 13080280 16878217 74691 112470 53946 -83426 15169023 18647155 17962 0 0 0 11989788 15100880 123890 108000 803238 2545806 3367826 14677446 18576706 491577 70449 10752788 13762954 1982245 3999290 8770543 9763664 X THE MISSION OF FAMILY SERVICE AGENCY IS TO STRENGTHEN AND ADVOCATE FOR FAMILIES AND INDIVIDUALS OF ALL AGES AND DIVERSITIES, HELPING TO CREATE AND PRESERVE A HEALTHY COMMUNITY. 0 0 9667176 12862409 YOUTH AND FAMILY BEHAVIORAL HEALTHCHILD AND FAMILY COUNSELING - FAMILY-CENTERED FOR ALL GENERATIONSCHILD AND FAMILY COUNSELING PROGRAMS PROVIDE ACCESSIBLE, AFFORDABLE AND EFFECTIVE MENTAL HEALTH SERVICES TO ALL GENERATIONS WITHIN A FAMILY. OUR MENTAL HEALTH PROFESSIONALS DELIVER THE EXPERTISE NECESSARY TO EFFECT POSITIVE, LONG-TERM IMPROVEMENT, IN A SAFE, COMFORTABLE AND CONFIDENTIAL ENVIRONMENT. OUR COUNSELORS SPECIALIZE IN EARLY-CHILDHOOD ISSUES THAT IMPEDE SOCIAL, EMOTIONAL AND ACADEMIC SUCCESS. OUR SERVICES ARE OPEN TO EVERYONE WITH SPECIAL EMPHASIS ON THE MENTAL HEALTH NEEDS OF LOW-INCOME AND AT-RISK CHILDREN AND FAMILIES.CLINIC-BASED MEDI-CAL COUNSELING - SUPPORT FOR MEDI-CAL BENEFICIARIESTHE CLINIC-BASED MEDI-CAL COUNSELING PROGRAM PROVIDES THERAPY SERVICES TO CHILDREN AND ADULTS WITH MEDI-CAL INSURANCE, AND ADDRESSES A WIDE VARIETY OF EMOTIONAL AND BEHAVIOR DISORDERS SUCH AS ANXIETY, DEPRESSION, ATTENTION DEFICIT HYPERACTIVITY DISORDER (ADHD), POST-TRAUMATIC STRESS DISORDER (PTSD), AS WELL AS OTHER BEHAVIOR PROBLEMS. CLIENTS ARE PROVIDED INDIVIDUAL AND/OR FAMILY THERAPY SESSIONS TO INCREASE COPING SKILLS AND RESILIENCY, UTILIZING EVIDENCE-BASED AND EVIDENCE-INFORMED MODALITIES.INTENSIVE IN-HOME THERAPY - KEEPING FAMILIES SAFE, STABLE AND TOGETHEROUR IN-HOME THERAPY TEAM IS SPECIALLY TRAINED IN A WIDE RANGE OF NON-TRADITIONAL COUNSELING PRACTICES SPECIFICALLY EFFECTIVE WITH FAMILIES FACING DIFFICULT ISSUES SUCH AS SUBSTANCE ABUSE, NEGLECT AND GANG ACTIVITY. OUR GOAL IS TO IDENTIFY AND ADDRESS PROBLEMS, STABILIZE THE FAMILY, AND PREVENT CHILDREN AND ADOLESCENTS FROM BEING PLACED INTO FOSTER CARE OR THE JUVENILE DETENTION SYSTEM.THERAPEUTIC FOSTER CARE PATHWAYS TO WELLBEING PROGRAM - HELPING FOSTER FAMILIES SOLVE PROBLEMSTHIS HOME-BASED MODEL OF INTENSIVE MENTAL HEALTH SERVICES IS DESIGNED TO HELP A CHILD AND THEIR FOSTER FAMILY TO SOLVE PROBLEMS IN THE HOME ENVIRONMENT. OUR PROGRAM STAFF SEEK TO DEVELOP, SUPPORT, AND EMPOWER FAMILY UNITS BY IDENTIFYING STRENGTHS AND NEEDS AND TEACHING PROBLEM SOLVING SKILLS. SERVICES ARE AIMED AT PREVENTING FURTHER INCIDENTS OF BEHAVIORAL, EMOTIONAL, AND/OR SOCIAL DISTURBANCE THAT MAY LEAD TO REMOVAL FROM THE FOSTER HOME OR OUT-OF-COUNTY PLACEMENT.YOUTH MENTAL HEALTH FIRST AID -TEACHING ADULTS HOW TO HELP YOUTHCLASSES ARE PROVIDED FOR ADULTS (PARENTS, EDUCATORS, PROFESSIONALS, AND COMMUNITY MEMBERS) ON MENTAL HEALTH FIRST AID FOR YOUTH. THIS INCLUDES RECOGNIZING SIGNS OF MENTAL DISTRESS, FOLLOWING STRATEGIES FOR LISTENING AND COMMUNICATING, AND IDENTIFYING WAYS TO PROVIDE HELP TO STRUGGLING YOUTH.SCHOOL SERVICES SCHOOL-BASED COUNSELING - FAMILIAR AND EFFECTIVEFSA'S SCHOOL-BASED COUNSELING PROGRAM IS AVAILABLE ON-SITE AT MANY K-12 SCHOOL CAMPUSES IN LOMPOC, SANTA MARIA, SANTA BARBARA, CARPINTERIA, AND GUADALUPE. SCHOOLS ARE A CONVENIENT, FAMILIAR AND SAFE ENVIRONMENT FOR CHILDREN, ADOLESCENTS AND THEIR FAMILIES, AND OFTEN TIMES COUNSELING IS PROVIDED DURING THE SCHOOL DAY, WHICH REDUCES BARRIERS TO SERVICE. OUR THERAPISTS DELIVER COUNSELING, CASE MANAGEMENT, AND CRITICAL INCIDENT RESPONSE SERVICES, ALL PROVEN TO DECREASE THE LIKELIHOOD OF HIGH-RISK BEHAVIORS WHILE IMPROVING ACADEMIC SUCCESS AND OVERALL QUALITY OF LIFE. THERAPISTS ALSO CONNECT STUDENTS AND FAMILIES WITH OTHER COMMUNITY ASSISTANCE TO MEET THEIR MENTAL AND PHYSICAL WELLNESS NEEDS. IN ADDITION, THERAPISTS SUPPORT SCHOOL STAFF IN THEIR INTERACTIONS WITH STUDENTS AND FAMILIES. CARPINTERIA START PROGRAM - SUPPORT, TREATMENT, ADVOCACY, AND REFERRAL TEAMTHE START PROGRAM IS AVAILABLE ON-SITE AT SEVEN K-12 SCHOOL CAMPUSES IN CARPINTERIA. THE PROGRAM IS COMPRISED OF THERAPISTS WHO WORK TO IMPROVE THE ACADEMIC SUCCESS AND OVERALL QUALITY OF LIFE OF AT-RISK CHILDREN AND THEIR FAMILIES. THE THERAPISTS PROVIDE COUNSELING, CRISIS INTERVENTION, CASE MANAGEMENT, AND REFERRALS, AND THEY HELP ENSURE CASE COLLABORATION WITH COMMUNITY-BASED AGENCIES.INTENSIVE IN-SCHOOL COUNSELING - SUPPORT FOR STUDENTS STRUGGLING WITH SEVERE MENTAL ILLNESSTHE INTENSIVE IN-SCHOOL (IIS) COUNSELING PROGRAM IS DESIGNED TO ASSIST STUDENTS WHO HAVE BEEN IDENTIFIED AS REQUIRING SPECIAL EDUCATION SUPPORT DUE TO MENTAL HEALTH NEEDS IN THE SCHOOL SETTING. OUR IIS STAFF MEMBERS ARE LICENSED MARRIAGE AND FAMILY THERAPISTS WHO WORK COLLABORATIVELY WITH THE INDIVIDUALIZED EDUCATION PLAN (IEP) TEAM TO ESTABLISH AND PROVIDE INDIVIDUAL COUNSELING, FAMILY COUNSELING, GROUP COUNSELING AND PARENT EDUCATION TO STUDENTS AND FAMILIES FACED WITH SEVERE MENTAL HEALTH CONCERNS. OUR TEAM WORKS WITH STUDENTS AGES 5-19 WITH THE GOALS OF KEEPING STUDENTS IN SCHOOL, LIVING AT HOME, AND STAYING INVOLVED IN THE COMMUNITY.SCHOOL OUTREACH MENTORS - HELPING CHILDREN SUCCEED IN SCHOOLFSA'S OUTREACH MENTORS PROGRAM OFFERS SHORT-TERM, SCHOOL-BASED SUPPORT TO YOUTH AND PARENTS ON ALL K-8 CAMPUSES IN THE SANTA MARIA-BONITA SCHOOL DISTRICT. THIS PROGRAM PROVIDES STUDENTS WITH SUPPORT, EDUCATION, AND ADVOCACY TO PREVENT PROBLEMS SUCH AS ANTISOCIAL BEHAVIOR AND SUBSTANCE ABUSE; LINKS STUDENTS AND PARENTS TO BASIC-NEEDS RESOURCES; AND ORGANIZES EDUCATIONAL CAMPAIGNS AND CLASSROOM PRESENTATIONS (E.G., TOO GOOD FOR DRUGS AND THE BULLY-PROOF KIT) TO HELP STUDENTS WITH DECISION-MAKING AND CONFLICT RESOLUTION. CHILDREN LEARN TO CREATE LASTING BONDS, INCREASE SELF-CONFIDENCE, AND IMPROVE SCHOOL ATTENDANCE. 4625471 2666577 FAMILY SUPPORT SERVICESFAMILY RESOURCE CENTERS - FOCUSING ON PREVENTION, INTERVENTION, AND BUILDING RESILIENCYTHE FAMILY SUPPORT SERVICES PROGRAM HELPS PARENTS BECOME BETTER EQUIPPED SO THEY CAN BUILD HEALTHY HOME ENVIRONMENTS AND OVERCOME MAJOR SOURCES OF STRESS. FAMILIES IN OUR PROGRAM GET THE HELP THEY NEED TO BECOME STRONGER, HAPPIER, HEALTHIER AND MOVE THEIR CHILDREN ON A PATH TOWARD A BRIGHTER FUTURE. WE GUIDE PARENTS THROUGH THE PROCESS OF BUILDING A HEALTHY HOME ENVIRONMENT SO THAT CHILDREN WILL THRIVE. THROUGH CASE MANAGEMENT WE LEARN WHAT BARRIERS PARENTS ARE EXPERIENCING AND CONNECT THEM TO LOCAL RESOURCES SUCH AS HEALTHCARE, FOOD, SHELTER, CHILD CARE AND EDUCATION, WE HELP FAMILIES OVERCOME CHALLENGES AND ACHIEVE A STRONGER FAMILY. RELATIONSHIP EDUCATION, FATHERHOOD EDUCATION AND PARENTING CLASSES GIVE PARENTS THE SKILLS TO PROMOTE A HOME LIFE THAT IS BENEFICIAL TO ALL MEMBERS. THROUGH OUR INFANT AND EARLY CHILDHOOD HOME VISITING SERVICES, WE PROVIDE ASSISTANCE IN THE HOME IN THE FORM OF EDUCATION, DEVELOPMENTAL SCREENINGS, AND REFERRALS. WE PROVIDE SERVICES ON SCHOOL CAMPUSES, AT COMMUNITY CENTERS AND IN FAMILIES' HOMES. COMMUNITY CHANGERS - LEADERSHIP DEVELOPMENTOPERATING IN GUADALUPE AND LOMPOC, COMMUNITY CHANGERS IS A PARENT-LED EFFORT THAT SUPPORTS THE DEVELOPMENT OF COMMUNITY PROJECTS, ENCOURAGES PARENTS TO BE MORE ENGAGED IN THEIR CHILDREN'S EDUCATION, AND OFFERS LEADERSHIP OPPORTUNITIES TO INCREASE CIVIC PARTICIPATION. THE PRIMARY GOAL IS TO ENHANCE EDUCATIONAL AND LEADERSHIP DEVELOPMENT OPPORTUNITIES FOR PARENTS IN THE COMMUNITY AND OFFER ACCESS TO CONCRETE SUPPORTS AND SOCIAL CONNECTIONS TO THAT PARENTS ARE PREPARED AND AVAILABLE TO SUPPORT THEIR CHILDREN. 1770164 1366937 SENIOR SERVICESSENIOR MENTAL HEALTH - SEEKING SOLUTIONS, RELYING ON STRENGTHSHAND-IN-HAND WITH DELIVERING BASIC NEEDS TO SENIORS, FSA IS ENSURING THAT THEY HAVE THE SUPPORT TO HELP THEM THROUGH THE MENTAL HEALTH CHALLENGES THAT CAN COME WITH AGING. OUR COUNSELING WITH SENIORS CAN BE INDIVIDUAL, GROUP AND/OR FAMILY FOCUSED, AND OUR COUNSELING RELIES ON DIRECT, SOLUTION-ORIENTED TREATMENT STRATEGIES WITH WELL-DEFINED GOALS. WE EMPHASIZE THE CLIENT'S STRENGTHS AND POTENTIAL FOR POSITIVE OUTCOMES. THE MAJORITY OF OUR SENIOR MENTAL HEALTH CLIENTS ARE INDIVIDUALS WITH GREAT ECONOMIC AND SOCIAL NEED.CAREGIVER MENTAL HEALTH AND SUPPORT SERVICES - SUPPORT TO THOSE WHO SUPPORT OTHERSOUR SENIOR POPULATION REQUIRES SIGNIFICANT CARE AND ATTENTION. THOSE CARING FOR THEM OFTEN NEED SUBSTANTIAL SUPPORT FOR THEIR OWN EMOTIONAL HEALTH AND WELLBEING. OUR CAREGIVER MENTAL HEALTH AND SUPPORT SERVICES PROGRAM PROVIDES DIRECT INTERVENTION AND SUPPORTIVE SERVICES TO THOSE WHO ARE ACTIVELY CARING FOR FAMILY MEMBERS WITH SPECIAL NEEDS, INCLUDING SENIORS OR A FAMILY MEMBER WITH DISABILITIES.LONG-TERM CARE OMBUDSMAN SERVICES - LIVING SAFELY WITH APPROPRIATE CARETHE PRIMARY RESPONSIBILITY OF THE LONG-TERM CARE OMBUDSMAN PROGRAM IS TO INVESTIGATE COMPLAINTS MADE BY, OR ON BEHALF OF, RESIDENTS OF LONG-TERM CARE FACILITIES. THESE FACILITIES INCLUDE NURSING HOMES, RESIDENTIAL CARE FACILITIES FOR THE ELDERLY (ALSO KNOWN AS BOARD AND CARE HOMES), AND ASSISTED LIVING FACILITIES. OMBUDSMAN ADVOCATE FOR IMPROVEMENT IN RESIDENT CARE AND WORK TO IMPROVE RESIDENT QUALITY OF LIFE.CASE MANAGEMENT - ACHIEVING A STABLE QUALITY OF LIFECASE MANAGERS PROVIDE ASSISTANCE TO SENIOR (AGES 60+) TO HELP THEM RE-STABILIZE THEIR LIVES. ASSISTANCE INCLUDES A THROUGH NEEDS ASSESSMENTS, DEVELOPING A PLAN OF ACTION, REFERRAL LINKAGE AND FOLLOW UP, AND ONGOING SUPPORT UNTIL A QUALITY OF LIFE IS ACHIEVED. PROGRAM TO ENCOURAGE ACTIVE, REWARDING LIVES (PEARLS)MENTAL HEALTH AND WELL-BEING ARE CRITICAL COMPONENTS OF LEADING A FULFILLING AND PRODUCTIVE LIFE. HOWEVER, MANY OLDER ADULTS EXPERIENCE DEPRESSION OR LONELINESS AND FIND IT DIFFICULT TO PARTICIPATE IN SOCIAL ACTIVITIES. PEARLS IS AN EVIDENCE-BASED COACHING PROGRAM THAT TEACHES SKILLS TO MANAGE DIFFICULT FEELINGS AND IMPROVE QUALITY OF LIFE, EMPOWERING INDIVIDUALS WITH THE TOOLS THEY NEED TO THRIVE. THE PROGRAM OFFERS SIGNIFICANT BENEFITS, INCLUDING IMPROVED EMOTIONAL WELL-BEING, REDUCED SYMPTOMS OF DEPRESSION, ENHANCED PROBLEM-SOLVING SKILLS, AND INCREASED SOCIAL ENGAGEMENT. 16062811 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 48 0 1 270 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 19 19 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X BALANCE FINANCIAL MANAGEMENT 8056183125 3 WEST CARRILLO ST 208 SANTA BARBARA CA 93101 MOLLY CARRILLO-WALKER CO-PRESIDENT 2.00 X X 0 0 0 ROBIN DOELL SAWASKE DIRECTOR 1.00 X 0 0 0 ROD DURHAM CO-VP PROGRAMS 2.00 X X 0 0 0 MARNI COONEY DIRECTOR 1.00 X 0 0 0 MARIO BARFIELD DIRECTOR 1.00 X 0 0 0 ED GALANSKI DIRECTOR 1.00 X 0 0 0 TRICIA PRICE CO-PRESIDENT 2.00 X X 0 0 0 ROBERT JANEWAY CO-TREASURER 2.00 X X 0 0 0 LINDA SESSLER CO-TREASURER 2.00 X X 0 0 0 TERESSA RODRIGUEZ-JOHNES SECRETARY 2.00 X X 0 0 0 ARIANNA CASTELLANOS DIRECTOR 1.00 X 0 0 0 MARIA MCCALL VP DEVELOPMENT 2.00 X X 0 0 0 PATTY HERRERA DIRECTOR 1.00 X 0 0 0 ALEX MURKISON DIRECTOR 1.00 X 0 0 0 PAUL CORDEIRO DIRECTOR 1.00 X 0 0 0 BLANCA MEJIA DIRECTOR 1.00 X 0 0 0 PAUL VAN MEEL DIRECTOR 1.00 X 0 0 0 ED TRAN CO-VP PROGRAMS 2.00 X X 0 0 0 COURTNEY CAZENAVE DIRECTOR 1.00 X 0 0 0 LISA BRABO CEO 40.00 X 206468 0 37108 DENISE CICOUREL OPERATIONS DIRECTOR 40.00 X 133122 0 14448 NANCY RANCK CLINICAL DIRECTOR 40.00 X 113743 0 10277 453333 0 61833 3 0 1 0 BALANCE FINANCIAL MANAGEMENT PO BOX 2610 SANTA BARBARA CA 93120 ACCOUNTING & FINANCIAL 274684 FTI SERVICES INC 130 ROBIN HILL ROAD STE 200 GOLETA CA 93117 INFORMATION TECHNOLOGY 230146 2 225352 1514542 11850 1739894 GOVERNMENT GRANTS 624100 16714499 16714499 COUNSELING 624100 163718 163718 16878217 104889 104889 374030 366449 7581 7581 7581 80216 225352 181348 -101132 -101132 MISCELLANEOUS REVENUE 624100 17706 17706 17706 18647155 16895923 0 11338 255836 255836 12159596 10729303 966452 463841 91529 87736 3793 1590998 1391468 139375 60155 1002921 869198 96147 37576 14095 5860 7942 293 284091 236403 35866 11822 108000 108000 13388 13388 1430272 1410945 2230 17097 30901 14048 16853 452725 313564 94322 44839 300042 255226 30455 14361 124221 112842 3237 8142 95783 86817 1797 7169 146474 89214 52799 4461 74567 62050 9414 3103 SUPPLIES 391714 390824 890 EQUIPMENT EXPENSES 9553 7313 507 1733 18576706 16062811 1710657 803238 1233093 1495524 769129 1920753 3433301 4840554 68385 58417 4615265 2302328 2460977 2312937 1916668 2199137 871235 935632 10752788 13762954 1073571 1491927 219117 1928583 189588 163182 499969 415598 1982245 3999290 X 3943002 4270452 4827541 5493212 8770543 9763664 10752788 13762954 X 70449 116772 750000 55900 X X 0 1 X 1 1 1 X 12453171 14485884 14921758 14840143 18454393 75155349 12453171 14485884 14921758 14840143 18454393 75155349 75155349 16398 30947 49377 75199 104889 276810 2180 23991 20558 40474 17706 104909 75537068 928139 0.99490 0.99490 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3488675 700000 134569 4323244 3354106 134569 3488675 3491385 160000 -297279 3354106 3244338 115185 131862 3491385 3600862 98219 -9281 445462 3244338 0.24300 0.52480 0.23220 0 0 704961 704961 1625769 869476 756293 1702387 959708 742679 543872 473144 70728 38276 38276 2312937 INTERESTS IN CHARITABLE REMAINDER TRUSTS 892900 RIGHT-OF-USE ASSETS 42732 935632 LINE OF CREDIT 372866 RIGHT-OF-USE LIABILITY 42732 415598 X 18806439 116772 55900 172672 18633767 13388 13388 18647155 18563318 0 18563318 13388 13388 18576706 PART V, LINE 4: THE ORGANIZATION HAS SET ASIDE BOARD DESIGNATED FUNDS FROM UNAPPROPRIATED EARNINGS ON PERMANENTLY RESTREICTED NET ASSETS. PERMANENTLY RESTRICTED NET ASSETS HAVE BEEN INVESTED IN ACCOUNTS THAT PRESERVE THE CORPUS AND GENERATE EARNINGS FOR USE IN OPERATIONS. PART X, LINE 2: THE AGENCY IS A VOLUNTARY HEALTH AND WELFARE ORGANIZATION THAT IS EXEMPT FROM TAXES ON INCOME UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE 23701(D). THEREFORE, NO AMOUNTS FOR INCOME TAXES ARE REFLECTED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE AGENCY IS NOT CONSIDERED A PRIVATE FOUNDATION. THE AGENCY IS UNAWARE OF ANY UNCERTAIN TAX POSITIONS AT JUNE 30, 2024, OR FOR ANY YEAR FOR WHICH THE STATUTE IS OPEN. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF INTEREST IN CRT 55,900. X X X X X X X 1 MCALLISTER & QUINN LLC 1368 NORTH WASHINGTON AVE SCRANTON PA 18509 GRANT WRITING 0 1400000 108000 1292000 1400000 108000 1292000 CA COOKING UP DREAMS 171934 149734 22200 1450 32969 12123 28633 GUADALUPE FIREWORKS 51446 51446 1715 43 31159 2 82188 75618 6570 17118 2062 9752 44324 305568 225352 80216 20283 35074 21875 104116 181348 -101132 1 X X 0 0 0 0 0 0 0 0 0 LISA BRABO CEO 206468 0 0 0 0 0 16993 0 20115 0 243576 0 0 0 ANDREW WILSON PAST BOARD DIRECTOR PAST BOARD DIRECTOR ANDREW WILSON IS A VICE PRESIDENT AT UBS FINANCIAL WHERE THE AGENCY MAINTAINS AN INVESTMENT ACCOUNT AND LINE OF CREDIT. FEES PAID TO UBS FINANCIAL FOR THE YEAR TOTAL $13,388, AND INTEREST PAID TO UBS IS $37,686. 0 FORM 990, PART VI, SECTION A, LINE 3 THE AGENCY DELEGATED THE CHIEF FINANCIAL OFFICER JOB DUTIES AND RESPONSIBILITIES TO A MANAGEMENT COMPANY, BALANCE FINANCIAL MANAGEMENT. FORM 990, PART VI, SECTION B, LINE 11B THE AGENCY DISTRIBUTES THE 990 (VIA EMAIL) TO THE FINANCE COMMITTEE FOR FULL REVIEW AND RECOMMENDATION FOR APPROVAL BY THE EXECUTIVE COMMITTEE PRIOR TO FILING. THE EXECUTIVE COMMITTEE THEN REVIEWS THE 990 AND APPROVES THE 990 BASED ON THE FINANCE COMMITTEE'S RECOMMENDATION PRIOR TO FILING. THE AGENCY ALSO MAKES THE 990 AVAILABLE TO ALL OTHER BOARD MEMBERS PRIOR TO FILING. SHOULD THE 990 FILING DATE PRECEDE THE NEXT AVAILABLE BOARD MEETING, THE APPROVAL BY THE EXECUTIVE COMMITTEE WILL BE DOCUMENTED AND THEN RATIFIED BY THE BOARD MEMBERS AT THE NEXT BOARD MEETING. ALL ACTIONS TAKEN ON THE 990 APPROVAL WILL BE RECORDED IN THE BOARD MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 12C FAMILY SERVICE AGENCY'S BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES SIGN A CONFLICT OF INTEREST POLICY UPON JOINING THE AGENCY. THESE STATEMENTS ARE UPDATED AND RE-SIGNED ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT OF THE BOARD OF DIRECTORS FACILITATES AN ANNUAL PERFORMANCE REVIEW OF THE CEO/EXECUTIVE DIRECTOR. THE EXECUTIVE COMMITTEE REVIEWS REGIONAL AND NATIONAL COMPENSATION DATA IN AN EFFORT TO ENSURE THAT THE CEO/EXECUTIVE DIRECTOR COMPENSATION IS REASONABLE AND APPROPRIATE. THE EXECUTIVE COMMITTEE AND FULL BOARD OF DIRECTORS AUTHORIZE THE CEO/EXECUTIVE DIRECTOR COMPENSATION PACKAGE. THE AGENCY REFERENCES COMPENSATION SURVEY RESULTS FROM INDEPENDENT SOURCES; ALL DISCUSSION AND DECISIONS ARE DOCUMENTED IN MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 18 THE AGENCY HAS ITS 990 AVAILABLE ON ITS WEBSITE WWW.FSACARES.ORG AS WELL AS GUIDESTAR. THE AGENCY ALSO WILL PROVIDE COPY TO THE PUBLIC UPON REQUEST BY MAIL OR E-MAIL AS WELL AS AT THE OFFICE DURING OFFICE HOURS OR BY APPOINTMENT. FORM 990, PART VI, SECTION C, LINE 19 THE AGENCY HAS ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST, AT THE OFFICE, BY MAIL, OR E-MAIL. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF INTEREST IN CRT 55,900. FORM 990, PART XII, LINE 2C THE ORGANIZATION'S AUDIT COMMITTEE IS RESPONSIBLE FOR THE SELECTION OF THE AUDITOR, OVERSEEING THE AUDIT PROCESS, AND PRESENTING THE AUDIT TO THE BOARD FOR APPROVAL. THE FINANCE COMMITTEE ALSO ASSISTS WITH THE SELECTION AND OVERSIGHT OF THE AUDIT. FORM 990, PART XI, LINE 8 DURING THE YEAR ENDING JUNE 30, 2024, THE AGENCY BECAME AWARE OF A BEQUEST THAT SHOULD HAVE BEEN RECORDED PRIOR TO THE YEAR BEGINNING JULY 1, 2023. THE TOTAL RECEIVABLE AS OF JUNE 30, 2023, TOTALED $750,000. THE NET ASSETS AS OF JUNE 30, 2023, HAVE BEEN INCREASED BY $750,000, INCREASING NET ASSETS AS OF JULY 1, 2023, BY THE SAME AMOUNT, TO $9,520,543.