2025-05-08T14:58:53-05:00 2024-06-30 954557617 Harrington Group CPAs LLP 2698 Mataro Street Pasadena CA 91107 990 2023-07-01 951660346 David and Margaret Home Inc DAVI 9095965921 1350 Third Street La Verne CA 91750 Tony Williams CFO 9095965921 2025-05-08 1 1 Sean E Cain CPA P01612986 6264036801 2023 2025-03-06 01:10:19Z David & Margaret Youth & Family Svcs Tony Williams 1350 Third Street La Verne CA 91750 17366348 0 X www.davidandmargaret.org X 1910 CA Therapeutic assistance to abused, neglected, and behaviorally challenged children, youth and their families. 13 13 221 65 0 0 15952518 16729193 0 0 63951 74468 361902 172686 16378371 16976347 2456790 3077097 0 0 9514737 11199243 0 0 127889 3347288 2571634 15318815 16847974 1059556 128373 9063657 11983987 2812246 5584142 6251411 6399845 X The David & Margaret Home empowers children, youth and families through culturally diverse services that foster emotional, educational, spiritual and identity development. David & Margaret has been in existence for over 100 years and serves over 1,100 people annually. Our programs receive clients from multiple counties throughout the state. It is not a stopping place but a journey and a stepping stone to a brighter future, and a haven to children, youth, and families. 0 0 10273387 1246205 Unaccompanied Children - The Unaccompanied Children (UC) program is assigned the specific task of caring for children who are under 18 years old, have no legal lawful immigration status in the United States, and have no parent or legal guardian in the United States available to provide care and physical custody. The youth are placed in shelter care (generally 20-30 days) pending a disposition of their case. Some are in residential shelter care and some are placed in long-term foster care. During the year covered, 546 clients were served. 2953378 1586678 Transitional Living Programs - Aims to reduce the homelessness among current and foster youth by providing access to safe, affordable, and supportive housing for youth transitioning out of the foster care system. The program provides job training, educational support, case management and counseling. The Transitional Housing programs served 100 clients. 722667 243439 Foster Family Agency and Adoption Agency offers parent training and foster home approval for resource families; Foster-adoption program for resource families who want to move toward adoption; Treatment foster care, providing specialized training for resource families for clients requiring a higher level of care, 4,454 days of care were provided. The Foster Care program served 29 clients. 667719 775 The Workforce Training Center program includes an expanded retail store (expanding the Bargain Boutique, a store D&M has operated on campus for over 25+ years, that serves community residents by providing low-cost food and household merchandise) and the Dave & Maggie's Cafe, a cafe which serves breakfast items and provides a public space to clients and the community. The Workforce Training Center program also provides up to 36 on-the-job paid internships for its clients consisting of on-site and off-site training through community partners. 667719 775 14617151 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 13 0 1 221 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X Tony Williams CFO 9095932581 233 W Baseline Rd Box 400 La Verne CA 91750 Michelle Becker Chair/Past Chair (trans 9/23) 1.00 1.00 X X 0 0 0 Kelli Vanevenhoven Past Chair 1.00 1.00 X X 0 0 0 Bob Dalton Vice Chair 1.00 1.00 X X 0 0 0 Brent Pasqua Vice Chair 1.00 1.00 X X 0 0 0 Jim Short Treasurer 1.00 1.00 X X 0 0 0 Hon Judge Robert A Dukes Secretary/Chair (trans 9/23) 1.00 1.00 X X 0 0 0 Robert H Mason Secretary 1.00 1.00 X X 0 0 0 Brian Bowcock Board Member 1.00 1.00 X 0 0 0 Norm Dominguez Board Member (end 9/23) 1.00 1.00 X 0 0 0 Warren Hodges Board Member (start 1/24) 1.00 1.00 X 0 0 0 Susan Hume Board Member 1.00 1.00 X 0 0 0 Guy La Rocque Board Member 1.00 1.00 X 0 0 0 Manuel Milla King Board Member (end 9/23) 1.00 1.00 X 0 0 0 Patricia Lobello-Lamb Board Member 1.00 1.00 X 0 0 0 J Raymond Villanueva Board Member 1.00 1.00 X 0 0 0 Judith Wagner Board Member (end 9/23) 1.00 1.00 X 0 0 0 Daniel Maydeck CEO 1.00 40.00 X 0 340469 43919 Tony Williams CFO 1.00 40.00 X 0 212899 54671 Sheila Davis HR/Operations Manager 40.00 X 104538 0 3007 Michael Miller Sr VP of Therapeutic Programs 40.00 X 169032 0 4530 273570 553368 106127 2 0 1 0 Oden Maintenance 950 Lyford Dr San Dimas CA 91773 Repairs 105325 1 1869 15997924 729400 327726 16729193 74468 74468 13 1869 13 0 543387 389988 153399 153399 Miscellaneous income 900099 19287 19287 19287 16976347 153399 0 93755 3077097 3077097 9380187 8088754 1224011 67422 106735 90854 15274 607 1019810 868078 145937 5795 692511 600762 86648 5101 40566 40566 44000 44000 224256 47793 176361 102 578789 476302 63903 38584 184341 157883 25664 794 897900 769029 125006 3865 120810 110881 9890 39 9677 407 9270 12758 9398 3246 114 193339 126609 66730 197422 169087 27485 850 Dues & subscriptions 66875 24217 38805 3853 Specific assistance to 793 30 763 Bad debt expense 108 108 16847974 14617151 2102934 127889 1136609 1000475 475512 514407 1390680 1856501 11836 11836 169659 91109 8606081 5266965 3475411 3339116 1517938 1158393 886012 4012150 9063657 11983987 1597685 1805485 707348 714530 267999 249642 239214 2814485 2812246 5584142 X 5921519 6013670 329892 386175 6251411 6399845 9063657 11983987 X 128373 20061 X 0 1 X 1 1 1 X 11586417 11086622 5804630 15952518 16729193 61159380 11586417 11086622 5804630 15952518 16729193 61159380 61159380 165513 77680 90 54143 74468 371894 24980 22194 23833 39675 19287 129969 61661243 1542666 0.99190 0.98990 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 99653 20000 119653 99653 99653 99653 99653 99653 99653 79653 20000 99653 1.00000 0 0 417774 417774 7660464 4744213 2916251 527843 522752 5091 3339116 Deposits 14690 Due from Haynes Family of Programs 3716694 Right-of-use assets - operating leases 129668 Right-of-use assets - financing leases 42945 Due from Serenity 108153 4012150 Right-of-use liabilities - operating leases 133657 Right-of-use liabilities - financing leases 44256 Due to Haynes Family of Programs 2636572 2814485 X 16976347 0 16976347 0 16976347 16847974 0 16847974 0 16847974 Part V, Line 4: The interest is used for scholarship expenditures of the organization while the corpus remains intact in perpetuity. Part X, Line 2: David & Margaret 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 David & Margaret in its federal and state exempt organization tax returns are more likely than not to be sustained upon examination. David & Margaret's returns are subject to examination by federal and state taxing authorities, generally for three and four years, respectively, after they are filed. 1 Specific assistance to individuals & foster parents 675 3077097 Part I, Line 2: The organization maintains records to substantiate the amount of grants or assistance given and the selection criteria used to award the grants. The organization reviews and follows all requirements set by internal documents for issuing grants to individuals as stated in Section 3.3 in the Accounting and Financial Handbook. X X 0 0 0 0 0 0 0 0 0 Daniel Maydeck CEO 0 340469 0 0 0 0 0 8828 0 35091 0 384388 0 0 Tony Williams CFO 0 212899 0 0 0 0 0 5224 0 49447 0 267570 0 0 Michael Miller Sr VP of Therapeutic Programs 169032 0 0 0 0 0 4530 0 0 0 173562 0 0 0 X 147477 Thrift shop value X 226357 114704 market value X Misc. 108882 65545 market value 0 1 0 Part I, Column (b): The number of contributions is calculated based on the number of items contributed. Form 990, Part VI, Section B, line 11b The Form 990 is reviewed by members of the board, Executive Director and CFO before submission to the IRS. Form 990, Part VI, Section B, line 12c All employees, and board members, of David & Margaret Youth and Family Services ("D&M") shall avoid any conflict of interest or appearance of conflict of interest between their own individual interests and those of D&M. The policy is regularly and consistently monitored by the governing body and signed annually. Form 990, Part VI, Section B, line 15 The Board of Directors of David & Margaret Youth and Family Services shall take the following steps in order to determine reasonable compensation for the Executive Director and the CFO: 1. The Board of Directors shall review and approve the executive compensation. Executive compensation shall be determined by persons who are knowledgeable in compensation matters and who have no financial interest in the determination. Executive compensation payments are presumed to be reasonable if the compensation arrangement is approved in advance by an authorized body composed entirely of individuals who do not have a conflict of interest with respect to the arrangement. 2. The Board of Directors shall use appropriate comparability data. Comparability data generally involves looking at compensation levels paid by similarly situated organizations for functionally comparable positions. One method is to obtain compensation surveys or studies from independent outside compensation consultants for this purpose. 3. The Board of Directors shall document in the minutes contemporaneous substantiation of the deliberation and decision for executive compensation. Form 990, Part VI, Section C, line 19 The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. The Form 990 can be accessed on another organization's website (www.guidestar.org). Form 990, Part XI, line 9: Prior-period contract adjustments 20,061. Haynes Family of Programs 233 W Baseline Rd PO Box 400 La Verne CA 91750 951506150 Services to at-risk youth and their families CA 501(c) Line 7 N/A 0 Joan Macy School 1350 Third Street La Verne CA 91750 954232535 Specialized, non-public school for at-risk adolescent students CA 501(c)(3) Line 2 Haynes Family of Programs 0 Serenity Inc Foster Care 600 S Grand Ave Covina CA 91724 954288256 Foster Care CA 501(c)(3) Line 7 Haynes Family of Programs 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0