FELTON INSTITUTE: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: FELTON INSTITUTE (EIN 94-1156530)
Tax period: 2022-07-01 to 2023-06-30
Filed: 2024-05-01
IRS object ID: 202401239349300100
Schema version: 2022v5.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule J
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-05-01T23:17:00-05:00	ReturnTs
Tax Period End	2023-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	954557617	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Harrington Group CPAs LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	2698 Mataro Street	AddressLine1Txt
City	Pasadena	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	91107	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2022-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	941156530	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Felton Institute	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	FELT	BusinessNameControlTxt
Phone	4154747310	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1005 Atlantic Avenue	AddressLine1Txt
City	Alameda	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94501	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Marvin Davis	PersonNm
Person Title	CFOO	PersonTitleTxt
Phone	4154747310	PhoneNum
Signature	2024-05-01	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	Marvin	PersonFirstNm
Person Last	Davis	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (1)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Tonetta L Conner CPA	PreparerPersonNm
PTIN	P01775198	PTIN
Phone	6264036801	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	Al Gilbert	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1005 Atlantic Avenue	AddressLine1Txt
City	Alameda	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94501	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$62,121,342	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	www.felton.org	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1945	FormationYr
Legal Domicile State	CA	LegalDomicileStateCd
Activity Or Mission	Felton Institute responds to human needs with cutting edge social services and treatments.	ActivityOrMissionDesc
Voting Members Governing Body	9	VotingMembersGoverningBodyCnt
Voting Members Independent	9	VotingMembersIndependentCnt
Total Employee	705	TotalEmployeeCnt
Total Volunteers	215	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$41,163,531	PYContributionsGrantsAmt
CY Contributions Grants	$61,568,654	CYContributionsGrantsAmt
PY Program Service Revenue	$83,668	PYProgramServiceRevenueAmt
CY Program Service Revenue	$86,251	CYProgramServiceRevenueAmt
PY Investment Income	$7	PYInvestmentIncomeAmt
CY Investment Income	$142	CYInvestmentIncomeAmt
PY Other Revenue	$142,292	PYOtherRevenueAmt
CY Other Revenue	-$204,468	CYOtherRevenueAmt
PY Total Revenue	$41,389,498	PYTotalRevenueAmt
CY Total Revenue	$61,450,579	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$30,905,759	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$41,946,373	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$457,878	CYTotalFundraisingExpenseAmt
PY Other Expenses	$10,100,400	PYOtherExpensesAmt
CY Other Expenses	$16,803,119	CYOtherExpensesAmt
PY Total Expenses	$41,006,159	PYTotalExpensesAmt
CY Total Expenses	$58,749,492	CYTotalExpensesAmt
PY Revenues Less Expenses	$383,339	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$2,701,087	CYRevenuesLessExpensesAmt
Total Assets BOY	$17,837,214	TotalAssetsBOYAmt
Total Assets EOY	$31,140,767	TotalAssetsEOYAmt
Total Liabilities BOY	$10,855,719	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$21,458,185	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$6,981,495	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$9,682,582	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	Felton Institute responds to human needs with cutting edge social services and treatment that combine evidence-based practices with cultural sensitivity and a deep respect to our clients. We place special emphasis on the needs of low-income families, children elderly and people living with disabilities.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$16,216,490	ExpenseAmt
Revenue	$39,733	RevenueAmt
Desc	Adult Division:The Adult Division mission is to provide human and mental health services to at-risk and vulnerable adults in need of intensive care management, substance abuse, and mental health treatment as well as housing services for low-income adults. Services to meet this mission are as diverse as Deaf Counseling Services to San Francisco Suicide Prevention.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$12,439,889	ExpenseAmt
Revenue	$46,518	RevenueAmt
Desc	The Children, Youth, Family (CYF) and TAY Division:The CYF and TAY division provides comprehensive services to low-income at-risk children, youth, and families, to help give them a sound foundation for lifelong development, family economic success and hope for a successful future. The program delivers a wide variety of social and mental health services to infants, toddlers, children, and their parents, with a focus on low-income and at-risk families.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$8,518,254	ExpenseAmt
Desc	Senior Services Division:The Senior Services Division's mission is to provide citywide services and workforce opportunities for aging adults to help them remain in community and age with dignity, security, and maintain a high-quality of life. Programs range from vocational services to clinical delivery to ensure the aging population has a voice.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)

ExpenseExpenseAmt	DescDesc
$6,200,362	Justice Services Division:The Justice Services Division is focused on those who have been justice-impacted with lived experience through incarceration, advocacy, and reentry. Our program support services range from street outreach and linkage services to case management for adults dealing with substance abuse and Young Adult Court.
$4,591,062	Early Psychosis Division:Innovative, strengths-based Early Psychosis treatment and support services for communities within five Bay Area counties with over 700 clients.
$346,733	Training, Research and Evaluation:Training, Research and Evaluation offers internal and external professional development and behavioral health trainings in a variety of evidence-based practices including but not limited to Motivation Care Management, Motivational Interviewing, and Cognitive Behavioral Therapy (CBT), as well as other best practices for the social services environment.

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$11,138,157	TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses	$48,312,790	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	0	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	Yes (1)	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	107	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	705	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	9	GoverningBodyVotingMembersCnt
Independent Voting Member	9	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
Other Website	Yes (X)	OtherWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Marvin Davis CFOO	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	4154747310	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1005 Atlantic Ave	AddressLine1Txt
City	Alameda	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94501	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
Dr George Woods
Board Member/Chair (trans 6/23)	2.00	Yes (X)	Yes (X)	$0	$0	$0
Darren Skolnick
Chair (end 5/23)	2.00	Yes (X)	Yes (X)	$0	$0	$0
Tamara Steele
Secretary	2.00	Yes (X)	Yes (X)	$0	$0	$0
Michael N Hofman
Secretary (end 8/22)	2.00	Yes (X)	Yes (X)	$0	$0	$0
Susan Bobulsky
Board Member	2.00	Yes (X)		$0	$0	$0
Dr Oliver T Brooks
Board Member	2.00	Yes (X)		$0	$0	$0
Daniel Costello
Board Member	2.00	Yes (X)		$0	$0	$0
Terry M Limpert
Board Member (end 8/22)	2.00	Yes (X)		$0	$0	$0
Clifford Nalls
Board Member	2.00	Yes (X)		$0	$0	$0
Kathy Neal
Board Member	2.00	Yes (X)		$0	$0	$0
Michael Orias
Board Member (end 5/23)	2.00	Yes (X)		$0	$0	$0
Peter Rojo
Board Member	2.00	Yes (X)		$0	$0	$0
Deborah Wafer
Board Member	2.00	Yes (X)		$0	$0	$0
Al Gilbert
CEO	37.50		Yes (X)	$376,346	$0	$7,914
Marvin Davis
CFO	37.50		Yes (X)	$245,236	$0	$0
Yohana Quiroz
COO	37.50		Yes (X)	$223,850	$0	$7,151
Liz Dalmacio
Chief Human Resource Officer	37.50			$201,827	$0	$16,093	Yes (X)
Crystal Ozanick
Psychiatrist	31.00			$285,513	$0	$0		Yes (X)
Marie-Florence Mai-Chi Tieu
Psychriatic Nurse Practitioner	34.00			$197,849	$0	$7,914		Yes (X)
Sarah T Richardson
Director of Communications	37.50			$172,201	$0	$7,914		Yes (X)
Lori A Glassie
Physician Assistant	37.50			$171,247	$0	$7,151		Yes (X)
Kenji Paschen
Chief Technology Officer	37.50			$164,294	$0	$7,151		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$2,038,363	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$61,288	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	47	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
Gaston Consulting LLC
7906 Ruxway Rd	Townson	MD	21204	Financial Consulting	$176,194
ADP Inc
4125 Hopyard Rd	Pleasanton	CA	94588	Payroll services	$148,737

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	2	CntrctRcvdGreaterThan100KCnt
Government Grants	$58,382,336	GovernmentGrantsAmt
All Other Contributions	$3,186,318	AllOtherContributionsAmt
Total Contributions	$61,568,654	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Training	624100	$46,518	$46,518
Program Fees	611710	$39,733	$39,733

Field	Value	IRS element (for citing)
Total Program Service Revenue	$86,251	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$142	TotalRevenueColumnAmt
Exclusion	$142	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$144,725	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$670,763	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	-$526,038	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$526,038	TotalRevenueColumnAmt
Exclusion	-$526,038	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	Miscellaneous	Desc
Business	900099	BusinessCd
Total Revenue Column	$321,570	TotalRevenueColumnAmt
Exclusion	$321,570	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$321,570	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$61,450,579	TotalRevenueColumnAmt
Related Or Exempt Func Income	$86,251	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	-$204,326	ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$1,173,736	TotalAmt
Program Services	$989,266	ProgramServicesAmt
Management And General	$172,418	ManagementAndGeneralAmt
Fundraising	$12,052	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$35,071,088	TotalAmt
Program Services	$29,559,385	ProgramServicesAmt
Management And General	$5,151,600	ManagementAndGeneralAmt
Fundraising	$360,103	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$2,780,027	TotalAmt
Program Services	$2,476,095	ProgramServicesAmt
Management And General	$273,762	ManagementAndGeneralAmt
Fundraising	$30,170	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$2,921,522	TotalAmt
Program Services	$2,442,270	ProgramServicesAmt
Management And General	$449,505	ManagementAndGeneralAmt
Fundraising	$29,747	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$167,772	TotalAmt
Program Services	$41,886	ProgramServicesAmt
Management And General	$125,886	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$74,469	TotalAmt
Management And General	$74,469	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$1,766,131	TotalAmt
Program Services	$1,379,652	ProgramServicesAmt
Management And General	$386,479	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,153,382	TotalAmt
Program Services	$1,010,190	ProgramServicesAmt
Management And General	$137,821	ManagementAndGeneralAmt
Fundraising	$5,371	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$1,063,059	TotalAmt
Program Services	$566,397	ProgramServicesAmt
Management And General	$478,091	ManagementAndGeneralAmt
Fundraising	$18,571	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$2,974,283	TotalAmt
Program Services	$1,910,395	ProgramServicesAmt
Management And General	$1,063,888	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$526,219	TotalAmt
Program Services	$417,064	ProgramServicesAmt
Management And General	$108,339	ManagementAndGeneralAmt
Fundraising	$816	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$446,902	TotalAmt
Program Services	$322,000	ProgramServicesAmt
Management And General	$124,569	ManagementAndGeneralAmt
Fundraising	$333	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$542,940	TotalAmt
Management And General	$542,940	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$397,803	TotalAmt
Management And General	$397,803	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$569,652	TotalAmt
Program Services	$492,278	ProgramServicesAmt
Management And General	$77,374	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
Supportive housing	$4,596,693	$4,596,503	$190
Program expense	$616,084	$604,956	$11,128
Volunteer expenses	$451,367	$450,508	$859
Meals	$387,552	$387,552

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,068,811	TotalAmt
Program Services	$666,393	ProgramServicesAmt
Management And General	$401,703	ManagementAndGeneralAmt
Fundraising	$715	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$58,749,492	TotalAmt
Program Services	$48,312,790	ProgramServicesAmt
Management And General	$9,978,824	ManagementAndGeneralAmt
Fundraising	$457,878	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$1,052,737	BOYAmt
EOY	$734,502	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$70,164	BOYAmt
EOY	$124,888	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$55,000	BOYAmt
EOY	$55,000	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$7,264,117	BOYAmt
EOY	$14,627,485	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$32,871	BOYAmt
EOY	$524,128	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$14,665,345	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$3,522,068	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$9,040,699	BOYAmt
EOY	$11,143,277	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$159,769	BOYAmt
EOY	$0	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$161,857	BOYAmt
EOY	$3,931,487	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$17,837,214	BOYAmt
EOY	$31,140,767	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$3,341,410	BOYAmt
EOY	$5,034,030	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$1,613,994	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$7,514,309	BOYAmt
EOY	$10,922,235	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$3,887,926	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$10,855,719	BOYAmt
EOY	$21,458,185	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$6,906,167	BOYAmt
EOY	$7,515,363	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$75,328	BOYAmt
EOY	$2,167,219	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$6,981,495	BOYAmt
EOY	$9,682,582	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$17,837,214	BOYAmt
EOY	$31,140,767	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$2,701,087	ReconcilationRevenueExpnssAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	Yes (1)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (1)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$26,764,852	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$31,789,225	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$40,683,567	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$41,163,531	CurrentTaxYearMinus1YearAmt
Current Tax Year	$61,568,654	CurrentTaxYearAmt
Total	$201,969,829	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$26,764,852	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$31,789,225	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$40,683,567	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$41,163,531	CurrentTaxYearMinus1YearAmt
Current Tax Year	$61,568,654	CurrentTaxYearAmt
Total	$201,969,829	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total170	$201,969,829	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$359,441	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$224,528	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$296,809	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$158,341	CurrentTaxYearMinus1YearAmt
Current Tax Year	$144,867	CurrentTaxYearAmt
Total	$1,183,986	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$142,191	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$26,866	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$42,247	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$101,945	CurrentTaxYearMinus1YearAmt
Current Tax Year	$321,570	CurrentTaxYearAmt
Total	$634,819	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$203,788,634	TotalSupportAmt
Gross Receipts Rltd Activities	$729,622	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.99110	PublicSupportCY170Pct
Public Support PY170	0.98960	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$5,601,036	OtherCostOrOtherBasisAmt
Book Value	$5,601,036	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$7,764,212	OtherCostOrOtherBasisAmt
Depreciation	$2,850,011	DepreciationAmt
Book Value	$4,914,201	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,105,269	OtherCostOrOtherBasisAmt
Depreciation	$556,924	DepreciationAmt
Book Value	$548,345	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$122,327	OtherCostOrOtherBasisAmt
Depreciation	$63,451	DepreciationAmt
Book Value	$58,876	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$72,501	OtherCostOrOtherBasisAmt
Depreciation	$51,682	DepreciationAmt
Book Value	$20,819	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$11,143,277	TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDesc	Book ValueBookValueAmt
Deposits	$144,810
Right-of-use assets - operating leases	$3,786,677

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$3,931,487	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	Lease liabilities - operating leases	Desc
Amt	$3,887,926	Amt

Field	Value	IRS element (for citing)
Total Liability	$3,887,926	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$62,121,342	TotalRevEtcAuditedFinclStmtAmt
Other Revenue	$670,763	OtherRevenueAmt
Revenue Not Reported	$670,763	RevenueNotReportedAmt
Revenue Subtotal	$61,450,579	RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt	$0	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$61,450,579	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$59,420,255	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$670,763	OtherExpensesIncludedAmt
Expenses Not Reported	$670,763	ExpensesNotReportedAmt
Expenses Subtotal	$58,749,492	ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt	$0	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$58,749,492	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
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 670,763.
Part XII, Line 2d - Other Adjustments:	Rental expenses 670,763.

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Independent Consultant	Yes (X)	IndependentConsultantInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (1)	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Al Gilbert
CEO	$344,546	$0	$31,800	$0	$0	$0	$0	$0	$7,914	$0	$384,260	$0	$0	$0
Crystal Ozanick
Psychiatrist	$285,513	$0	$0	$0	$0	$0	$0	$0	$0	$0	$285,513	$0	$0	$0
Marvin Davis
CFO	$245,236	$0	$0	$0	$0	$0	$0	$0	$0	$0	$245,236	$0	$0	$0
Yohana Quiroz
COO	$223,850	$0	$0	$0	$0	$0	$0	$0	$7,151	$0	$231,001	$0	$0	$0
Liz Dalmacio
Chief Human Resource Officer	$201,827	$0	$0	$0	$0	$0	$0	$0	$16,093	$0	$217,920	$0	$0	$0
Marie-Florence Mai-Chi Tieu
Psychriatic Nurse Practitioner	$197,849	$0	$0	$0	$0	$0	$0	$0	$7,914	$0	$205,763	$0	$0	$0
Sarah T Richardson
Director of Communications	$172,201	$0	$0	$0	$0	$0	$0	$0	$7,914	$0	$180,115	$0	$0	$0
Lori A Glassie
Physician Assistant	$171,247	$0	$0	$0	$0	$0	$0	$0	$7,151	$0	$178,398	$0	$0	$0
Kenji Paschen
Chief Technology Officer	$164,294	$0	$0	$0	$0	$0	$0	$0	$7,151	$0	$171,445	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Part I, Line 7	FormAndLineReferenceDesc
Explanation	The Board of Directors make a decision based on market and performance. Every year, the board reviews both criteria and determines any salary and bonus paid to its officers.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
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.