2026-04-20T13:33:59-05:00 2025-06-30 953001179 WINDES INC 2050 MAIN ST STE 1300 IRVINE CA 92614 990 2024-07-01 953735517 SAN DIEGO IMPERIAL COUNTIES DEVELOPMENTAL SERVICES INC SAND 8585762996 4355 RUFFIN ROAD 200 SAN DIEGO CA 92123 DULCE MORIN CFO 8585762996 2026-04-17 1 1 ELEANOR A LIVINGSTON CPA MST P00226461 9498529433 2026-04-17 2024 2025-03-06 01:10:19Z MARK KLAUS 4355 RUFFIN ROAD 200 SAN DIEGO CA 92123 993496415 0 X WWW.SDRC.ORG X 1982 CA SEE SCHEDULE O.TO SERVE PERSONS WITH, OR AT RISK OF, DEVELOPMENTAL DISABILITIES AND THEIR FAMILIES THROUGH THE OPERATION OF A STATE FUNDED REGIONAL CENTER, AND OTHER SPECIALIZED PROGRAMS, IN COLLABORATION AND COORDINATION WITH PUBLIC AND PRIVATE AGENCIES AND OTHER AGENCIES. 20 19 1068 22 0 0 805526385 973605269 13584871 17897997 1731273 1993149 0 0 820842529 993496415 715416594 883401853 0 0 76680698 83637931 0 0 0 26564824 26664171 818662116 993703955 2180413 -207540 151306213 177820991 163966269 179078803 -12660056 -1257812 X SEE SCHEDULE O.TO SERVE AND EMPOWER PERSONS WITH DEVELOPMENTAL DISABILITIES AND THEIR FAMILIES TO ACHIEVE THEIR GOALS WITH COMMUNITY PARTNERS. 0 0 958711624 883401853 17897997 SEE SCHEDULE O.THE ENTITY WAS ORGANIZED IN ACCORDANCE WITH THE PROVISIONS OF THE LANTERMAN DEVELOPMENTAL DISABILITIES SERVICES ACT OF THE WELFARE AND INSTITUTIONS CODE OF CALIFORNIA. IN ACCORDANCE WITH THE ACT, THE ENTITY WORKS IN PARTNERSHIP WITH PEOPLE WITH DEVELOPMENTAL DISABILITIES, THEIR FAMILIES, LOCAL COMMUNITIES, SERVICE PROVIDERS, AND THE GOVERNMENT. ITS MISSION IS TO ENABLE PERSONS WITH DEVELOPMENTAL DISABILITIES TO LIVE INDEPENDENT, PRODUCTIVE AND SATISFYING LIVES IN THEIR COMMUNITY; THE ENTITY ALSO STRIVES TO LESSEN DEVELOPMENTAL DELAYS IN INFANTS AND YOUNG CHILDREN, AND MINIMIZE THE RISK OF DEVELOPMENTAL DISABILITIES. AMONG THE SERVICES AND SUPPORTS THE ENTITY PROVIDES, OR COORDINATES, ARE DIAGNOSIS AND ASSESSMENT, INDIVIDUALIZED PLANNING AND SERVICE COORDINATION, EARLY INTERVENTION AND PREVENTION, COMMUNITY LIVING OPTIONS, SUPPORTED WORK AND VOCATIONAL PROGRAMS, ADVOCACY, TRAINING AND EDUCATIONAL OPPORTUNITIES, AND OTHER SUPPORT SERVICES FOR CONSUMERS AND FAMILIES. SEE SCHEDULE I FOR A BREAKOUT OF EXPENSES FOR PROGRAM SERVICE ACCOMPLISHMENTS. 958711624 1 1 0 0 0 0 0 0 1 0 0 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 0 0 0 0 0 0 0 0 0 1 874 0 1 1068 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X DULCE MORIN 8585762996 4355 RUFFIN ROAD 200 SAN DIEGO CA 92123 MARK KLAUS EXECUTIVE DIRECTOR 40.00 X X 440431 0 27307 DAVID HADACEK CHAIR 1.00 X X 0 0 0 TESSIE BRADSHAW VICE CHAIR 1.00 X X 0 0 0 SHIRLEY NAKAWATASE SECRETARY (UNTIL 02/2025) 1.00 X X 0 0 0 VIRGINIA BEYER SECRETARY 1.00 X X 0 0 0 MATTHEW STOREY TREASURER 1.00 X X 0 0 0 NORMA RAMOS IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 TERRI COLACHIS ARCA REP 1.00 X X 0 0 0 CHRIS HODGE MEMBER AT LARGE 1.00 X 0 0 0 ELMO DILL MEMBER 1.00 X 0 0 0 PAMELA EHLERS MEMBER 1.00 X 0 0 0 WENDY FORKAS MEMBER 1.00 X 0 0 0 JAMES GONZALEZ MEMBER 1.00 X 0 0 0 YASUKO MASON MEMBER 1.00 X 0 0 0 LAURA OAKES MEMBER 1.00 X 0 0 0 JULIE RANDOLPH MEMBER 1.00 X 0 0 0 ERIK RASCON MEMBER 1.00 X 0 0 0 TIMOTHY RIEMANN MEMBER (UNTIL 02/2025) 1.00 X 0 0 0 KIMBERLY RUCKER MEMBER 1.00 X 0 0 0 MARK UYEDA MEMBER 1.00 X 0 0 0 ANGELA YATES MEMBER (UNTIL 02/2025) 1.00 X 0 0 0 TAYLOR WIESNER MEMBER 1.00 X 0 0 0 CALI WILLIAMS MEMBER 1.00 X 0 0 0 KATHERINE KINNAMONT ASSOCIATE EXECUTIVE DIRECTOR 40.00 X 236946 0 14691 JAIME BAREA PHYSICIAN 40.00 X 287247 0 17809 CHRISTINE LUX-WHITING DIRECTOR HUMAN RESOURCES 40.00 X 187956 0 11653 GABRIELLLA OHMSTEDE MANAGER, SOFTWARE DEVELOPMENT 40.00 X 185936 0 11528 THEODORA NELSON PHYSICIAN 40.00 X 182293 0 11302 KIMBERLY STEITZ DIRECTOR CLIENT SERVICES 40.00 X 191885 0 11897 1712694 0 106187 98 0 1 0 COMMUNITY INTERFACE 981 VALE TERRACE DRIVE VISTA CA 92084 RESPITE, ILS, DAY PROGRAM, FMS 35730265 HOME GUIDING HANDS 1908 FRIENDSHIP DRIVE EL CAJON CA 92020 RESPITE, ILS, PLACEMENT, TRANSP. 24729409 MERAKEY ALLOS 620 E GERMANTOWN LAFAYETTE PA 19444 SPECIALIZED RESIDENTICAL FACILITIES 21305399 TOWARD MAXIMUM INDEPENDENCT 4740 MURPHY CANYON ROAD STE 300 SAN DIEGO CA 92123 DAY PROGRAM, ILS, SL, PLACEMENT 18789154 ARC 3030 MARKET ST SAN DIEGO CA 92102 DAY PROGRAM, ILS, TRANSPORTATION 18291914 1349 973605269 973605269 INTERMEDIATE CARE FACILITY 900099 17517492 17517492 CLIENT SERVICE 900099 380505 380505 17897997 1993149 1993149 993496415 17897997 0 1993149 883401853 883401853 737446 737446 68341743 61566132 6775611 6784345 6088644 695701 6772414 6039610 732804 1001983 893564 108419 565354 565354 67250 67250 2451199 2451199 369449 369449 11337502 11337502 791873 721821 70052 533363 533363 647129 647129 FACILITY MAINTENANCE 4846998 4846998 GENERAL EXPENSES 2469250 2469250 PUBLIC INFROMATION AND 2013427 2013427 POSTAGE 319250 319250 252127 252127 993703955 958711624 34992331 0 8690848 13599870 15145275 65580295 55477831 24578680 4349876 6570644 1072213 1545284 66570170 65946218 151306213 177820991 83021307 111781162 3247023 2013242 77697939 65284399 163966269 179078803 X -12660056 -1257812 -12660056 -1257812 151306213 177820991 X -207540 11609784 X 0 1 X 1 1 1 X 548130431 575187562 696341431 805526385 973605269 3598791078 548130431 575187562 696341431 805526385 973605269 3598791078 3598791078 15585 26904 170831 1731273 1993149 3937742 207128 554864 198748 960740 3603689560 64621968 0.99860 0.99900 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER MISCELLANEOUS INCOME - 2020 AMOUNT: $ 78,713. 2021 AMOUNT: $ 388,916. 2022 AMOUNT: $ 81,682. CLIENT SERVICES - 2020 AMOUNT: $ 128,415. 2021 AMOUNT: $ 165,948. 2022 AMOUNT: $ 117,066. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 0 DUE FROM STATE - DEFERRED RENT 3612159 DUE FROM STATE - ACCRUED LEAVE/RETIREMENT 21697223 OPERATING LEASE 40636836 65946218 ACCRUED PENSION CONTRIBUTIONS 21035404 OPERATING LEASE 44248995 65284399 X 993496415 0 993496415 0 993496415 993703955 0 993703955 0 993703955 PART IV, LINE 2B: THE REGIONAL CENTER FUNCTIONS AS CUSTODIAN FOR THE RECEIPT OF CERTAIN GOVERNMENTAL PAYMENTS AND RESULTING DISBURSEMENTS MADE ON BEHALF OF A PORTION OF REGIONAL CENTER CLIENTS. A LARGE MAJORITY OF THE CLIENT SUPPORT RECEIVED COMES FROM SOCIAL SECURITY. THE FUNDS ARE DISBURSED FOR RESIDENTIAL CARE AND OTHER EXPENSES RELATED TO THE CARE OF SPECIFIC CLIENTS OF THE REGIONAL CENTER. PART X, LINE 2: THE REGIONAL CENTER HAS RECEIVED TAX-EXEMPT STATUS FROM THE INTERNAL REVENUE SERVICE AND CALIFORNIA FRANCHISE TAX BOARD UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE REVENUE AND TAXATION CODE. TAX-EXEMPT STATUS IS GENERALLY GRANTED TO NONPROFIT ENTITIES ORGANIZED FOR CHARITABLE OR MUTUAL BENEFIT PURPOSES. TAX REGIONAL CENTER ACCOUNTS FOR INCOME TAXES IN ACCORDANCE WITH FASB ASC 740, INCOME TAXES, WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND HOW AN UNCERTAIN TAX POSITION IS RECOGNIZED IN FINANCIAL STATEMENTS. THE REGIONAL CENTER ANALYZES TAX POSITIONS TAKEN IN PREVIOUSLY FILED RETURNS AND TAX POSITIONS EXPECTED TO BE TAKEN IN FUTURE RETURNS. BASED ON THIS ANALYSIS, A LIABILITY IS RECORDED IF UNCERTAIN TAX BENEFITS HAVE BEEN RECEIVED. THE REGIONAL CENTER'S PRACTICE IS TO RECOGNIZE INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS IN THE TAX EXPENSE. THERE WERE NO UNCERTAIN POSITIONS IDENTIFIED OR RELATED INTEREST AND PENALTIES RECORDED AS OF JUNE 30, 2025. 1 RESIDENTIAL CARE 43209 276803366 DAY CARE & TRAINING 43209 203434715 MEDICAL PROGRAMS 43209 15774178 RESPITE SERVICES 43209 97670122 SUPPORTED LIVING COSTS 43209 52184700 TRANSPORTATION SERVICES 43209 30539544 PREVENTION SERVICES 43209 36682836 OTHER PURCHASED SERVICES 43209 170312392 PART I, LINE 2: ASSISTANCE IS PROVIDED TO RESIDENTS OF THE STATE OF CALIFORNIA WHO HAVE DEVELOPMENTAL DISABILITIES. THE ENTITY KEEPS CONFIDENTIAL FILES ON EACH OF ITS CLIENTS. THE ORGANIZATION IS AUDITED BY THE STATE OF CALIFORNIA'S DEPARTMENT OF DEVELOPMENTAL SERVICES AND ALSO REVIEWED BY FEDERAL STAFF FROM CMS TO ENSURE COMPLIANCE. X X X 0 0 0 0 0 0 0 0 0 MARK KLAUS EXECUTIVE DIRECTOR 440431 0 0 0 0 0 27307 0 0 0 467738 0 0 0 JAIME BAREA PHYSICIAN 287247 0 0 0 0 0 17809 0 0 0 305056 0 0 0 KATHERINE KINNAMONT ASSOCIATE EXECUTIVE DIRECTOR 236946 0 0 0 0 0 14691 0 0 0 251637 0 0 0 KIMBERLY STEITZ DIRECTOR CLIENT SERVICES 191885 0 0 0 0 0 11897 0 0 0 203782 0 0 0 CHRISTINE LUX-WHITING DIRECTOR HUMAN RESOURCES 187956 0 0 0 0 0 11653 0 0 0 199609 0 0 0 GABRIELLLA OHMSTEDE MANAGER, SOFTWARE DEVELOPMENT 185936 0 0 0 0 0 11528 0 0 0 197464 0 0 0 THEODORA NELSON PHYSICIAN 182293 0 0 0 0 0 11302 0 0 0 193595 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED IN DETAIL BY REPRESENTATIVES OF THE ORGANIZATION FAMILAR WITH THE FORM 990 AND THE INFORMATION CONTAINED THEREIN. AFTER ANY CHANGES ARE MADE ON THE RETURN, A FINAL DRAFT OF THE FORM 990 IS THEN FORWARDED TO THE ENTIRE BOARD OF DIRECTORS BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS SIGNED BY ALL OFFICERS, DIRECTORS, AND KEY EMPLOYEES ON AN ANNUAL BASIS. UPON IDENTIFICATION OF ANY CONFLICTS, THE BOARD WILL MAKE A DECISION ON HOW TO PROCEED IN THE BEST INTEREST OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS DETERMINED BY HUMAN RESOURCES THROUGH COMPENSATION SURVEYS (APPROVED AGENCY SALARY SCHEDULE RANGE) AND WRITTEN EMPLOYMENT CONTRACTS. THE BOARD OF DIRECTORS MUST APPROVE ALL DECISIONS RELATED TO COMPENSATION. ANNUALLY, THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS PREPARES THE EXECUTIVE DIRECTOR'S PERFORMANCE EVALUATION AND RECOMMENDS ANY CHANGE IN COMPENSATION TO THE FULL BOARD TO APPROVE. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 1023, FORM 990, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST WITH THE ORGANIZATION. FORM 990, PART XI, LINE 9: PENSION-RELATED CHANGES - OTHER NET PERIODIC POST-RETIREMENT BENEFIT COSTS 11,609,784.