2025-05-14T16:17:29-05:00 2024-06-30 910189318 MOSS ADAMS LLP 101 SECOND STREET SUITE 900 SAN FRANCISCO CA 94105 990 2023-07-01 942427088 ALTERNATIVE FAMILY SERVICES INC ALTE 7075767700 131B STONY CIRCLE 1200 SANTA ROSA CA 95401 MARSHA LEWIS-AKYEEM CEO 7075767700 2025-05-13 1 0 MICHAEL LUMSDEN P01262236 4159561500 2025-05-13 2023 2025-03-06 01:10:19Z MARSHA LEWIS-AKYEEM 131B STONY CIRCLE 1200 SANTA ROSA CA 95401 28197835 0 X WWW.AFS4KIDS.ORG X 1977 CA TO SUPPORT VULNERABLE CHILDREN AND FAMILIES IN NEED OF STABILITY, SAFETY, AND WELLBEING. 13 12 242 14 0 0 11805139 15003838 12743153 12743063 89472 440109 1323 -9580 24639087 28177430 0 0 0 0 13147353 14801156 0 0 165197 11022005 12580057 24169358 27381213 469729 796217 32176057 34698221 24721317 26384127 7454740 8314094 X TO SUPPORT VULNERABLE CHILDREN AND FAMILIES IN NEED OF STABILITY, SAFETY, AND WELLBEING IN THEIR COMMUNITIES. 0 0 17444837 0 12743063 ALTERNATIVE FAMILY SERVICES, INC. (AFS), IS A NONPROFIT ORGANIZATION FOUNDED IN 1978. AFS RECEIVES ITS PRIMARY FUNDING FROM COUNTY GOVERNMENTS. LICENSED BY THE CALIFORNIA DEPARTMENT OF SOCIAL SERVICES AS A FOSTER FAMILY AGENCY, AFS PROVIDES THERAPEUTIC FOSTER CARE FOR CHILDREN IN A VARIETY OF FORMATS INCLUDING SHORT-TERM SHELTER CARE, LONG-TERM FOSTER CARE, INTENSIVE TREATMENT FOSTER CARE, AND FOSTER CARE FOR CHILDREN WITH DEVELOPMENTAL DISABILITIES. AFS IS ALSO LICENSED BY THE CALIFORNIA DEPARTMENT OF SOCIAL SERVICES AS AN ADOPTION AGENCY. IT HELPS FOSTER PARENTS LEGALLY ADOPT THEIR FOSTER CHILDREN. ADDITIONALLY, AFS OPERATES INDEPENDENT LIVING SKILLS PROGRAMS TO PREPARE OLDER FOSTER YOUTH FOR EMANCIPATION IN MARIN COUNTY AS WELL AS A PROGRAM THAT OFFERS HOUSING AND OTHER SUPPORTS TO FORMER FOSTER YOUTH IN MARIN COUNTY. 6178847 0 0 AFS OPERATES MEDI-CAL FUNDED MENTAL HEALTH PROGRAMS FOR FOSTER CHILDREN AND THEIR FAMILIES ON COUNTY CONTRACTS IN SAN FRANCISCO, ALAMEDA, SONOMA, CONTRA COSTA, SAN MATEO, AND SACRAMENTO COUNTIES. 23623684 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 166 0 1 242 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X MARTHA DUARTE 7075295670 131B STONY CIRCLE SUITE 1200 SANTA ROSA CA 95401 NATHAN LIPKIN BOARD PRESIDENT 1.00 0.00 X X 0 0 0 INVERLEITH FRUCI BOARD VICE PRESIDENT 1.00 0.00 X X 0 0 0 PETER WENTWORTH BOARD TREASURER 1.00 0.00 X X 0 0 0 MAURICE MITCHELL BOARD SECRETARY THROUGH 12/2023 1.00 0.00 X X 0 0 0 SCOTT STAUB BOARD SECRETARY START 12/2023 1.00 0.00 X X 0 0 0 ELIZABETH ARBUCKLE BOARD MEMBER 1.00 0.00 X 0 0 0 ROHAN BAFNA BOARD MEMBER 1.00 0.00 X 0 0 0 JULIO FLORES BOARD MEMBER 1.00 0.00 X 0 0 0 JEFFREY FORD BOARD MEMBER 1.00 0.00 X 0 0 0 AYUSHI GUMMADI BOARD MEMBER 1.00 0.00 X 0 0 0 NANCY LELICOFF BOARD MEMBER 1.00 0.00 X 0 0 0 DON RATH BOARD MEMBER THROUGH 12/2023 1.00 0.00 X 0 0 0 ADAM REINER BOARD MEMBER 1.00 0.00 X 0 0 0 PATRICIA SWEATT BOARD MEMBER 1.00 0.00 X 0 0 0 MARSHA LEWIS-AKYEEM CHIEF EXECUTIVE OFFICER 40.00 0.00 X X 209645 0 5500 MARTHA DUARTE CHIEF FINANCIAL OFFICER 40.00 0.00 X 152105 0 81069 CRAIG BARTON CHIEF PROGRAM OFFICER 40.00 0.00 X 170234 0 92030 BEVERLY JOHNSON CHIEF OPERATIONS OFFICER 40.00 0.00 X 138437 0 23013 RITA WASHINGTON PROGRAM DIRECTOR 40.00 0.00 X 144823 0 8326 PATRICIA HODGES REGIONAL DIRECTOR 40.00 0.00 X 135639 0 28000 BARBARA OSBURG-TRAHAN PROGRAM DIRECTOR 40.00 0.00 X 127484 0 22859 TAMARA REYES PROGRAM DIRECTOR 40.00 0.00 X 124615 0 13402 NICOLE PEREZ PROGRAM DIRECTOR 40.00 0.00 X 120863 0 9025 1323845 0 283224 16 0 1 0 VARSITY TECHNOLOGIES PO BOX 31352 SAN FRANCISCO CA 94131 IT MANAGED SERVICES 595720 AMERICAN TELEPSYCHIATRY 3808 EL CAMINO AVE 300-136 SACRAMENTO CA 95821 TELEHEALTH PSYCHIATRY SERVICES 328650 2 34624 14734544 234670 3950 15003838 PLACEMENT FEES 624110 12743063 12743063 12743063 440109 440109 7600 34624 20405 -12805 -12805 MISCELLANEOUS REVENUE 900099 3225 3225 3225 28177430 12743063 0 430529 872032 477500 394532 11104315 9477234 1510875 116206 178015 160709 15193 2113 1692533 1420189 255198 17146 954261 794980 149945 9336 35700 35700 34788 34788 52256 47101 535 4620 131743 106262 24615 866 454778 454778 1800545 1452294 336416 11835 535318 518842 16101 375 16577 6896 9681 229273 114180 115093 PARENT BOARD/CARE FEES 6707860 6707860 OTHER PARENT/CHILD COST 1074662 1072894 1768 STAFF RELATED COSTS 530123 416374 113332 417 RECRUITMENT 205531 203221 2310 0 770903 647148 123240 515 27381213 23623684 3592332 165197 16638 69539 7860808 8739323 3202724 3893113 1634045 1356690 472975 566566 216462 129601 90364 86861 18898503 19986129 32176057 34698221 5722928 6880281 709614 52280 20624 50408 18268151 19401158 24721317 26384127 X 7423740 8283094 31000 31000 7454740 8314094 32176057 34698221 796217 63137 0 X 0 1 X 1 1 1 X 8616123 9654635 10256701 11805139 15003838 55336436 8616123 9654635 10256701 11805139 15003838 55336436 55336436 13114 223 422 89472 440109 543340 1323 1323 3225 3225 55884324 61275783 0.99020 0.99760 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2019 AMOUNT: $ 0. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 0. 2023 AMOUNT: $ 3,225. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 126379 44934 81445 90083 84667 5416 86861 CASH SURRENDER VALUE OF ANNUITY 122797 CASH SURRENDER VALUE OF DEFERRED COMPENSATION 1225987 CASH SURRENDER VALUE OF LIFE INSURANCE 1261919 DEPOSITS 109870 OPERATING LEASE RIGHT-OF-USE ASSETS 2463659 ACCRUED LITIGATION 14801897 19986129 DEFERRED COMPENSATION LIABILITY 1632704 UNEMPLOYMENT CLAIMS 433289 OPERATING LEASE LIABILITIES 2533268 ACCRUED LITIGATION 14801897 19401158 X 28260972 63137 63137 28197835 -20405 -20405 28177430 27401618 20405 20405 27381213 0 27381213 PART IV, LINE 2B: THE ORGANIZATION REQUIRES YOUTH IN ITS MARIN THP+ PROGRAM TO PAY A PORTION OF THEIR MONTHLY RENT TO AFS; WHEN YOUTHS GRADUATE FROM THE PROGRAM, AFS DISBURSES BALANCES ACCUMULATED TO THE YOUTHS AS "SEED" MONEY FOR SECURING AND FURNISHING NEW HOUSING (SUBJECT TO PROGRAM COSTS). PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES ("U.S. GAAP") 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 IN AFS'S FEDERAL AND STATE EXEMPT ORGANIZATION AND BUSINESS INCOME RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES -20,405. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 20,405. GOLF TOURNAMENT 42224 34624 7600 7600 12805 42224 34624 7600 7600 12805 20405 -12805 X X 0 1 0 0 0 0 0 0 0 CRAIG BARTON CHIEF PROGRAM OFFICER 170234 0 0 0 0 0 72296 0 19734 0 262264 0 0 0 MARTHA DUARTE CHIEF FINANCIAL OFFICER 152105 0 0 0 0 0 61252 0 19817 0 233174 0 0 0 MARSHA LEWIS-AKYEEM CHIEF EXECUTIVE OFFICER 209645 0 0 0 0 0 5000 0 500 0 215145 0 0 0 PATRICIA HODGES REGIONAL DIRECTOR 135639 0 0 0 0 0 15000 0 13000 0 163639 0 0 0 BEVERLY JOHNSON CHIEF OPERATIONS OFFICER 138437 0 0 0 0 0 3000 0 20013 0 161450 0 0 0 RITA WASHINGTON PROGRAM DIRECTOR 144823 0 0 0 0 0 5000 0 3326 0 153149 0 0 0 BARBARA OSBURG-TRAHAN PROGRAM DIRECTOR 127484 0 0 0 0 0 5000 0 17859 0 150343 0 0 0 PART I, LINE 4B DURING THE 2023 CALENDAR YEAR, MARTHA DUARTE WAS THE ONLY PARTICIPANT IN A SUPPLEMENTAL 457(F) NON-QUALIFIED RETIREMENT PLAN SPONSORED BY THE ORGANIZATION. THERE WERE NO EMPLOYER CONTRIBUTIONS TO THE PLAN DURING THE 2023 CALENDAR YEAR, NOR WERE ANY AMOUNTS REQUIRED TO BE REPORTED AS TAXABLE COMPENSATION FOR THE EMPLOYEE DUE TO VESTING OF THE PLAN. ADDITIONALLY, CRAIG BARTON AND MARTHA DUARTE PARTICIPATE IN A DEFERRED COMPENSATION ARRANGEMENT LIMITED TO CERTAIN EXECUTIVES, WHICH PROVIDES FOR A PAYOUT OF WEEKS OF LEAVE WHEN THE EMPLOYEE SEPARATES FROM THE ORGANIZATION. DURING THE 2023 CALENDAR YEAR, THE ORGANIZATION ACCRUED THE FOLLOWING AMOUNTS AS IT PERTAINS TO THIS OFFERED BENEFIT, WHICH HAS BEEN REFLECTED AS "DEFERRED COMPENSATION" ON SCHEDULE J, PART II, COLUMN (C): MARTHA DUARTE - $46,252 CRAIG BARTON - $57,296 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT TAX ACCOUNTANT IN CONJUNCTION WITH THE ORGANIZATION'S ACCOUNTING AND FINANCE DEPARTMENT. A DRAFT FORM 990 IS THEN REVIEWED BY THE CFO; ADJUSTMENTS ARE MADE, AS NECESSARY. THE FORM 990 IS THEN REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS; THEREAFTER, A COMPLETE COPY OF THE FORM 990 IS THEN DISTRIBUTED TO ALL VOTING MEMBERS OF THE BOARD OF DIRECTORS FOR REVIEW AND COMMENT PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS, OFFICERS, AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE TO AFS ANY PERSONAL INTEREST WHICH THEY MAY HAVE IN ANY MATTER PENDING BEFORE AFS; FURTHER, IN CONNECTION WITH ANY AFS FINANCIAL TRANSACTION IN WHICH A DIRECTOR, OFFICER, OR KEY EMPLOYEE MIGHT HAVE A CONFLICT, THE CONFLICTED INDIVIDUAL SHALL NOT PARTICIPATE IN THE DECISION ON SUCH MATTER, WHICH MUST BE MADE AND/OR RATIFIED BY DISINTERESTED MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS SETS COMPENSATION ANNUALLY FOR ALL OFFICERS AND KEY EMPLOYEES (CONSISTENT WITH THE NONPROFIT INTEGRITY ACT OF 2004) UTILIZING COMPARABLE DATA FROM SIMILARLY SITUATED EMPLOYEES IN SIMILAR ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. ALTERNATIVE FAMILY SERVICES FOUNDATION 131B STONY CIRCLE SUITE 1200 SANTA ROSA CA 95401 SUPPORT CHARITABLE PURPOSES AND ACTIVITIES OF AFS CA 501(C)(3) LINE 12A, I ALTERNATIVE FAMILY SERVICES INC 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0