2026-05-05T17:24:03-05:00 2025-06-30 954557617 Harrington Group CPAs LLP 2698 Mataro Street Pasadena CA 91107 990 2024-07-01 941156530 Felton Institute FELT 4154747310 1005 Atlantic Avenue Alameda CA 94501 Marvin Davis CFOO 4154747310 2026-05-05 1 1 Carlos A Davis CPA P02037008 6264036801 2024 2025-03-06 01:10:19Z Al Gilbert 1005 Atlantic Avenue Alameda CA 94501 76239029 0 X www.felton.org X 1945 CA Transforms quality of life and promotes social justice to accelerate community led change. 11 11 812 140 410097 310518 66411277 74892889 223067 182751 254 1492 116899 727984 66751497 75805116 0 0 0 0 47040828 52585088 0 0 647722 19116228 18449114 66157056 71034202 594441 4770914 35460902 48729039 25180473 32220534 10280429 16508505 X Respond to needs with cutting edge social services and treatment combining evidence-based practices with cultural sensitivity and respecting our clients. We place special emphasis on the needs of low-income families, children, elderly and people with disabilities. 0 0 14695947 134665 Adults & TAY Division:Felton Institute's Adult & TAY (Transitional Age Youth) Services Division delivers an array of innovative and comprehensive programs. We provide clients with mental health support, resources, crisis intervention, and supportive housing; promoting psychological and physical well-being. 15335675 48086 Children, Youth and Family (CYF) and TAY Division:Felton Institute's Children, Youth, Family and Transitional Age Youth (CYFTAY) services are designed to foster holistic development and resilience among children, birth to six years old, and their families.We offer mental health services for youth and wrap-around family support, workforce development and social services. 12627720 Seniors:Specializing in mental health, workforce development, and community engagement, along with a full range of other aging services, Felton Institute's Senior Division helps older adults flourish in their communities with dignity, security, and a high quality of life. 6965463 Justice Services Division:By collaborating with various local agencies and officials, Felton Institute's Justice Services Division programs provide rapid response, community-driven engagement, service linkage, and relationship-building assistance to under-served and underrepresented communities. Focus is given to those who are insecurely housed and justice impacted. 4880246 Early Psychosis Division:Focuses on early intervention and treatment for youth and young adults who are experiencing the recent onset of schizophrenia and other psychotic disorders. 11845709 54505051 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 1 0 0 0 0 1 0 0 0 1 136 0 1 812 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X Marvin Davis CFOO 4154747310 1005 Atlantic Ave Alameda CA 94501 Dr George Woods Chair 2.00 X X 0 0 0 Tamara Steele Vice Chair 2.00 X X 0 0 0 Kathy Neal Secretary 2.00 X X 0 0 0 Dr Benjamin Bowser Board Member (start 1/25) 2.00 X 0 0 0 Dr Oliver T Brooks Board Member (end 3/25) 2.00 X 0 0 0 Daniel Costello Board Member 2.00 X 0 0 0 Alan Dones Board Member (start 1/25) 2.00 X 0 0 0 Elihu Harris Board Member 2.00 X 0 0 0 Clifford Nalls Board Member 2.00 X 0 0 0 Peter Rojo Board Member 2.00 X 0 0 0 Sarah Vinson Board Member 2.00 X 0 0 0 Deborah Wafer Board Member 2.00 X 0 0 0 Al Gilbert CEO 37.50 X 575339 0 0 Marvin Davis CFO 37.50 X 276962 0 1980 Yohana Quiroz COO 37.50 X 252779 0 16034 Liz Dalmacio Chief Human Resource Officer 37.50 X 248153 0 26755 Marie-Florence Mai-Chi Tieu Psychriatic Nurse Practitioner 37.50 X 225903 0 15262 Biwesh Pradhan Chief Information Officer 37.50 X 210953 0 15391 Yelice Corea Psychiatric Nurse Practitioner 37.50 X 205249 0 19490 Vanessa Simmons Nurse Practitioner 37.50 X 201273 0 15552 Nishina Thomas Psychiatrist 37.50 X 270721 0 17561 Michelle Clarke Medical Director 37.50 X 318380 0 17639 2785712 0 145664 85 1 1 0 NAMI SAN FRANCISCO 3739 BALBOA STREET 155 SAN FRANCISCO CA 94121 Subcontractor 415442 ABA PROTECTION INC 29734 CREEKBED RD CASTAIC CA 91384 Provide security guards 314964 LIEBERT CASSIDY WHITMORE 6033 West Century Boulevard 5th Fl Los Angeles CA 90045 Lawyers 271109 CK LEGACY LANDSCAPE INC 696 SAN RAMON VALLEY BLVD 224 DANVILLE CA 94526 Landscaping to Child Care centers 268784 LEDDY MAYTUM STACY ARCHITECTS 1940 BRYANT STREET SAN FRANCISCO CA 94110 Architectural services 263546 12 70600527 4292362 65990 74892889 Program Fees 611710 134665 134665 Training 624100 48086 48086 182751 1492 1492 1070268 433913 636355 636355 410097 226258 Miscellaneous 900099 91629 91629 91629 75805116 182751 410097 319379 1635948 1635948 41872985 36599805 4794182 478998 156474 122055 32822 1597 4884916 3757524 1078215 49177 4034765 3403782 586436 44547 450526 154 424566 25806 1709773 400353 1307142 2278 121995 121995 2202454 1237183 955032 10239 654690 536175 116789 1726 1446966 1047587 371940 27439 4809184 2521749 2287435 541346 379672 161465 209 159630 111956 47612 62 906330 906330 644045 644045 741044 740311 733 Supportive housing 987754 987578 176 Program expense 900161 864812 35349 Meals 436038 436038 Volunteer expenses 378195 378195 1358983 980122 373217 5644 71034202 54505051 15881429 647722 2183568 5187947 179962 68013 125000 62500 15064635 12984631 368027 362353 29980082 4566579 11224514 25413503 6315196 4650092 35460902 48729039 6434402 8035201 2880069 4073462 9735109 15443523 6130893 4668348 25180473 32220534 X 7994986 14339023 2285443 2169482 10280429 16508505 35460902 48729039 X 4770914 1402272 54891 X 0 1 X 1 1 1 X 40683567 41163531 61568654 66411277 74892889 284719918 40683567 41163531 61568654 66411277 74892889 284719918 284719918 296809 158341 144867 105449 1071760 1777226 42247 101945 321570 174822 91629 732213 287229357 805435 0.99130 0.99340 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5601036 5601036 14822248 3712655 11109593 1847682 728038 1119644 97963 61314 36649 7611153 64572 7546581 25413503 Deposits 206804 Right-of-use assets - operating leases 4443288 4650092 Lease liabilities - operating leases 4668348 4668348 X 76239029 433913 433913 75805116 0 75805116 71468116 433913 433913 71034203 0 71034203 Part X, Line 2: Felton Institute 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 Felton Institute in their federal and state exempt organization tax returns are more likely than not to be sustained upon examination. Felton Institute'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: Rental expenses 433,913. Part XII, Line 2d - Other Adjustments: Rental expenses 433,913. X X X 0 0 0 0 0 0 0 1 0 Al Gilbert CEO 486939 0 88400 0 0 0 0 0 0 0 575339 0 0 0 Michelle Clarke Medical Director 318380 0 0 0 0 0 2377 0 15262 0 336019 0 0 0 Nishina Thomas Psychiatrist 270721 0 0 0 0 0 1702 0 15859 0 288282 0 0 0 Marvin Davis CFO 276962 0 0 0 0 0 0 0 1980 0 278942 0 0 0 Liz Dalmacio Chief Human Resource Officer 248153 0 0 0 0 0 1640 0 25115 0 274908 0 0 0 Yohana Quiroz COO 252779 0 0 0 0 0 1902 0 14132 0 268813 0 0 0 Marie-Florence Mai-Chi Tieu Psychriatic Nurse Practitioner 225903 0 0 0 0 0 0 0 15262 0 241165 0 0 0 Biwesh Pradhan Chief Information Officer 210953 0 0 0 0 0 663 0 14728 0 226344 0 0 0 Yelice Corea Psychiatric Nurse Practitioner 205249 0 0 0 0 0 792 0 18698 0 224739 0 0 0 Vanessa Simmons Nurse Practitioner 201273 0 0 0 0 0 1420 0 14132 0 216825 0 0 0 Part I, Line 7 Bonus is determined by the Board based on overall performance. Historically, this bonus has been targeted at approximately 10% of base salary. The reported bonus of $88,400 reflects this established approach and the Board's assessment of the employee's performance for the 2024 year and the 2023 year, paid out in 2024. Michelle Clarke Former Board Member 336019 Michelle Clarke, Medical Director, served on the Board of Directors until March 2022. 0 X 2 65990 FMV 0 0 0 Part I, Column (b): The number of items reported is determined by the number of individual donors. Form 990, Part VI, Section B, line 11b A draft of the Form 990 is prepared by an outside CPA firm and reviewed and approved by the CFOO and given to the Board's finance committee prior to tax filing. Form 990, Part VI, Section B, line 12c All employees, subcontractors, and independent contractors are required to acknowledge and sign the conflict of interest statement. The Board members are also required to disclose their interest on an annual basis. Form 990, Part VI, Section B, line 15 The Board performs reviews and approvals of the Executive Director's salary on an annual basis. Comparable salary data is used and available for their comparison. All other top management's compensation is determined by comparable data as well as approval from the Executive Director. Form 990, Part VI, Section C, line 19 The organization makes its governing documents, conflict of interest policy, financial statements and Form 990 available to the public upon request. Form 990, Part XI, line 9: Contract settlement 54,891. Circe Software Inc 1005 Atlantic Avenue Alameda CA 94501 454380404 Software CA Felton Institute C 141073 102498 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0