2026-05-14T08:33:14-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 333 BUSH STREET STE 1000 SAN FRANCISCO CA 94104 990 2024-07-01 942427088 ALTERNATIVE FAMILY SERVICES INC ALTE 7075767700 131B STONY CIRCLE 1200 SANTA ROSA CA 95401 MARTHA DUARTE CFO 7075767700 2026-05-13 1 1 MICHAEL LUMSDEN P01262236 4159561500 2026-05-13 2024 2025-03-06 01:10:19Z MARSHA LEWIS-AKYEEM 131B STONY CIRCLE 1200 SANTA ROSA CA 95401 30221830 0 X WWW.AFS4KIDS.ORG X 1977 CA TO SUPPORT VULNERABLE CHILDREN AND FAMILIES IN NEED OF STABILITY, SAFETY, AND WELLBEING. 17 16 260 255 0 0 15003838 16876076 12743063 12662839 440109 350053 -9580 159378 28177430 30048346 0 0 0 0 14801156 16320480 0 0 194157 12580057 13199083 27381213 29519563 796217 528783 34698221 35355497 26384127 26467359 8314094 8888138 X TO SUPPORT VULNERABLE CHILDREN AND FAMILIES IN NEED OF STABILITY, SAFETY, AND WELLBEING IN THEIR COMMUNITIES. 0 0 16990023 0 12662839 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. 8162503 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. 25152526 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 1 0 0 0 0 1 1 0 0 0 1 177 0 1 260 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 16 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 MARSHA LEWIS-AKYEEM CHIEF EXECUTIVE OFFICER 40.00 0.00 X X 234066 0 9500 INVERLEITH FRUCI BOARD PRESIDENT 1.00 0.00 X X 0 0 0 NANCY LELICOFF BOARD VICE PRESIDENT 1.00 0.00 X X 0 0 0 NATHAN LIPKIN BOARD SECRETARY 1.00 0.00 X X 0 0 0 PETER WENTWORTH BOARD TREASURER 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 TOM HARPER BOARD MEMBER (START 07/2024) 1.00 0.00 X 0 0 0 DIONNE HOLDER ILMSTAD BOARD MEMBER 1.00 0.00 X 0 0 0 THOMAS O'HANLON BOARD MEMBER (START 07/2024) 1.00 0.00 X 0 0 0 CHARLES READER BOARD MEMBER (START 01/2025) 1.00 0.00 X 0 0 0 ADAM REINER BOARD MEMBER 1.00 0.00 X 0 0 0 SCOTT STAUB BOARD MEMBER 1.00 0.00 X 0 0 0 PATRICIA SWEATT BOARD MEMBER (THROUGH 07/2024) 1.00 0.00 X 0 0 0 MARTHA DUARTE CHIEF FINANCIAL OFFICER 40.00 0.00 X 317524 0 34069 CRAIG BARTON CHIEF PROGRAM OFFICER 40.00 0.00 X 192039 0 63223 BEVERLY JOHNSON CHIEF OPERATIONS OFFICER 40.00 0.00 X 165132 0 17705 PATRICIA HODGES REGIONAL DIRECTOR 40.00 0.00 X 163863 0 29082 RITA WILLIAMS-WASHINGTON PROGRAM DIRECTOR 40.00 0.00 X 145443 0 9500 KORYN MARSHALL PROGRAM DIRECTOR 40.00 0.00 X 137863 0 9500 KIMBERLY PORTER-LEITE PROGRAM DIRECTOR 40.00 0.00 X 113023 0 18816 DEASY ELFIERA LEAD FINANCIAL ANALYST 40.00 0.00 X 118414 0 11018 NICOLE PEREZ CLINICAL SUPERVISOR / INTENSIVE CARE COORDINATOR 40.00 0.00 X 116571 0 9643 1703938 0 212056 22 0 1 0 VARSITY TECHNOLOGIES PO BOX 31352 SAN FRANCISCO CA 94131 IT SERVICES 1124250 DR JOHN L SCHAEFFER INC 3308 EL CAMINO AVE 300-136 SACRAMENTO CA 95821 TELEPSYCHIATRY SERVICES 543201 2 40294 16539154 296628 76770 16876076 PLACEMENT FEES 624110 12662839 12662839 12662839 352977 352977 105778 108702 -2924 -2924 -2924 33145 40294 64782 -31637 -31637 MISCELLANEOUS REVENUE 900099 191015 191015 191015 30048346 12662839 0 509431 1226204 691936 534268 12259787 10474940 1661965 122882 161313 138422 20645 2246 1620001 1353498 250916 15587 1053175 873234 170234 9707 24476 24476 88667 50448 38219 479158 468308 10850 88111 84268 3843 572992 473574 93100 6318 549374 549374 1397370 1154917 227046 15407 553767 544188 7983 1596 364679 230259 132240 2180 40385 10107 30278 539762 411582 128180 PARENT BOARD/CARE FEES 6871318 6871318 OTHER PARENT/CHILD COST 1022188 1020394 500 1294 STAFF RELATED COSTS 292491 184679 106063 1749 MEMBERSHIP DUES 41353 12153 28807 393 272992 79825 189219 3948 29519563 25152526 4172880 194157 69539 57460 8739323 5682056 3893113 6336625 1356690 1618857 566566 737143 352988 169986 86861 183002 19986129 20740354 34698221 35355497 6880281 6151898 52280 65982 50408 67160 19401158 20182319 26384127 26467359 X 8283094 8857138 31000 31000 8314094 8888138 34698221 35355497 528783 45261 0 X 0 1 X 1 1 1 X 9654635 10256701 11805139 15003838 16876076 63596389 9654635 10256701 11805139 15003838 16876076 63596389 63596389 223 422 89472 440109 352977 883203 1323 1323 3225 191015 194240 64675155 61782481 0.98330 0.99020 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2023 AMOUNT: $ 3,225. 2024 AMOUNT: $ 191,015. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 140258 59322 80936 188255 110664 77591 24475 24475 183002 CASH SURRENDER VALUE OF DEFERRED COMPENSATION 1366959 CASH SURRENDER VALUE OF LIFE INSURANCE 1307180 DEPOSITS 118795 OPERATING LEASE RIGHT-OF-USE ASSETS 3143080 LITIGATION THIRD-PARTY RECEIVABLE 14804340 20740354 DEFERRED COMPENSATION LIABILITY 1750817 UNEMPLOYMENT CLAIMS 411596 OPERATING LEASE LIABILITIES 3215566 ACCRUED LITIGATION PAYABLE 14804340 20182319 X 30158389 45261 45261 30113128 -64782 -64782 30048346 29584345 64782 64782 29519563 0 29519563 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: AFS IS EXEMPT FROM TAXATION UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D, AND IS CONSIDERED BY THE INTERNAL REVENUE SERVICE ("IRS") TO BE AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA (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 -64,782. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 64,782. GALA 73439 40294 33145 194 20528 27295 5850 10915 73439 40294 33145 194 20528 27295 5850 10915 64782 -31637 X X 0 1 0 0 0 0 0 0 0 MARTHA DUARTE CHIEF FINANCIAL OFFICER 197651 0 0 0 119873 0 15000 0 19069 0 351593 0 119873 0 CRAIG BARTON CHIEF PROGRAM OFFICER 192039 0 0 0 0 0 44408 0 18815 0 255262 0 0 0 MARSHA LEWIS-AKYEEM CHIEF EXECUTIVE OFFICER 234066 0 0 0 0 0 5000 0 4500 0 243566 0 0 0 PATRICIA HODGES REGIONAL DIRECTOR 163863 0 0 0 0 0 15000 0 14082 0 192945 0 0 0 BEVERLY JOHNSON CHIEF OPERATIONS OFFICER 165132 0 0 0 0 0 3000 0 14705 0 182837 0 0 0 RITA WILLIAMS-WASHINGTON PROGRAM DIRECTOR 145443 0 0 0 0 0 5000 0 4500 0 154943 0 0 0 PART I, LINE 4B DURING THE 2024 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 2024 CALENDAR YEAR; HOWEVER, DUE TO VESTING OF THE 457(F) PLAN, MARTHA DUARTE RECOGNIZED $119,873 OF TAXABLE COMPENSATION WHICH HAS BEEN REPORTED AS "OTHER REPORTABLE COMPENSATION" ON SCHEDULE J, PART II, COLUMN (B)(III) AND "COMENSATION IN COLUMN (B) REPORTED AS DEFERRED ON PRIOR FORM 990" ON SCHEDULE J, PART II, COLUMN (F). 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 2024 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): CRAIG BARTON - $29,408 X 1 50000 FAIR MARKET VALUE X IN-KIND AUCTION ITEMS 1 26770 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED (DEFINED AS EACH SEPARATE GIFT) ON SCHEDULE M, PART I, COLUMN (B). 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