2023-05-10T12:53:20-05:00 2022-06-30 954557617 Harrington Group CPAs LLP 2698 Mataro Street Pasadena CA 91107 990 2021-07-01 941156530 Felton Institute FELT 4154747310 1005 Atlantic Avenue Alameda CA 94501 Marvin Davis CFOO 4154747310 2023-05-10 1 Marvin Davis 999009999 Tonetta L Conner CPA P01775198 6264036801 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z Al Gilbert 1005 Atlantic Avenue Alameda CA 94501 41507485 0 X www.felton.org X 1945 CA Felton Institute responds to human needs with cutting edge social services and treatments. 13 13 573 213 0 0 40683567 41163531 229698 83668 -356507 7 -54087 142292 40502671 41389498 0 0 0 0 26434547 30905759 0 0 424904 9330360 10100400 35764907 41006159 4737764 383339 19462537 17837214 12864381 10855719 6598156 6981495 X 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. 0 0 11480014 49209 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. 7453876 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. 4766348 Early Psychosis Division:Innovative, strengths-based Early Psychosis treatment and support services for communities within five Bay Area counties with over 700 clients. 4721737 34459 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. 340028 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. 4026168 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 programs support services range from street outreach and linkage services to case management for adults dealing with substance abuse and Young Adult Court. 9087933 34459 32788171 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 64 0 1 573 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 13 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 Darren Skolnick Vice Chair to Chair (Start 9/21) 2.00 X X 0 0 0 Sandra L Smith Chair (End 9/21) 2.00 X X 0 0 0 Kathy Neal Board Mbr. To Vice Chair (9/21) 2.00 X X 0 0 0 Amy L Solliday Chair Emeritus (End 9/21) 2.00 X X 0 0 0 Michael N Hofman Secretary 2.00 X X 0 0 0 Paul Adams Board Member (End 9/21) 2.00 X 0 0 0 Susan Bobulsky Board Member 2.00 X 0 0 0 Dr Oliver T Brooks Board Member (Start 3/22) 2.00 X 0 0 0 Daniel Costello Board Member (Start 9/21) 2.00 X 0 0 0 Michelle O Clark Board Member (End 3/22) 2.00 X 0 0 0 Terry M Limpert Board Member 2.00 X 0 0 0 Clifford Nalls Board Member (Start 4/22) 2.00 X 0 0 0 Michael Orias Board Member 2.00 X 0 0 0 Yasmine Rafidi Board Member (End 12/21) 2.00 X 0 0 0 Peter Rojo Board Member 2.00 X 0 0 0 Matthew H Snyder Board Member (End 8/21) 2.00 X 0 0 0 Tamara Steele Board Member 2.00 X 0 0 0 Deborah Wafer Board Member (Start 3/22) 2.00 X 0 0 0 Dr George Woods Board Member (Start 1/22) 2.00 X 0 0 0 Al Gilbert CEO 37.50 X 328689 0 7914 Marvin Davis CFOO 37.50 X 236000 0 0 Yohana Quiroz COO 37.50 X 208944 0 7151 Liz Dalmacio Chief Human Resource Officer 37.50 X 183277 0 23243 Crystal Ozanick Psychiatrist 31.00 X 273291 0 0 Reva M Vrana Longacre Psychriatic Nurse Practitioner 37.50 X 201136 0 7151 Marie-Florence Mai-Chi Tieu Psychriatic Nurse Practitioner 34.00 X 192736 0 7914 Meghan M Ryan Psychriatic Nurse Practitioner 37.50 X 195808 0 7914 Jennifer M Brewer Psychiatrist 28.00 X 253600 0 0 2073481 0 61287 48 0 1 0 Gaston Consulting LLC 7906 Ruxway Rd Townson MD 21204 Financial Consulting 161115 ADP Inc 4125 Hopyard Rd Pleasanton CA 94588 Payroll services 127766 2 40054807 1108724 2675 41163531 Training 624100 49209 49209 Program Fees 611710 34459 34459 83668 7 7 158334 117987 40347 40347 40347 Property tax refund 900099 84000 84000 Miscellaneous 900099 17945 17945 101945 41389498 83668 0 142299 1029491 225678 803813 25280895 21385427 3573868 321600 2543689 2154424 357105 32160 2051684 1685193 341406 25085 30562 30562 85797 85797 1576721 1156633 420088 1027028 890942 131069 5017 546057 276244 239932 29881 4201212 3458173 741497 1542 236239 195311 37818 3110 260695 185356 72518 2821 427143 427143 309108 309108 393434 372199 21235 Program expense 277327 273433 2578 1316 Volunteer expenses 262928 262813 115 Miscellaneous 246004 148318 97525 161 Repairs and maint. 82694 71334 10848 512 137451 46693 89059 1699 41006159 32788171 7793084 424904 3211007 1052737 91868 70164 100000 55000 6671041 7264117 76495 32871 12224477 3183778 9057955 9040699 129054 159769 125117 161857 19462537 17837214 3253778 3341410 1922340 0 7688263 7514309 12864381 10855719 X 6558286 6906167 39870 75328 6598156 6981495 19462537 17837214 383339 0 X 0 1 X 1 1 1 X 23707975 26764852 31789225 40683567 41163531 164109150 23707975 26764852 31789225 40683567 41163531 164109150 164109150 152986 359441 224528 296809 158341 1192105 217469 142191 26866 42247 101945 530718 165831973 817040 0.98960 0.98860 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4621536 4621536 7384045 3072119 4311926 123627 40025 83602 95269 71634 23635 9040699 X 41536149 28664 117987 146651 41389498 0 41389498 41152810 28664 117987 146651 41006159 0 41006159 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 117,987. Part XII, Line 2d - Other Adjustments: Rental expenses 117,987. X X X 0 0 0 0 0 0 0 1 0 Al Gilbert CEO 293689 0 35000 0 0 0 0 0 7914 0 336603 0 0 0 Crystal Ozanick Psychiatrist 273291 0 0 0 0 0 0 0 0 0 273291 0 0 0 Jennifer M Brewer Psychiatrist 253600 0 0 0 0 0 0 0 0 0 253600 0 0 0 Marvin Davis CFOO 236000 0 0 0 0 0 0 0 0 0 236000 0 0 0 Yohana Quiroz COO 208944 0 0 0 0 0 0 0 7151 0 216095 0 0 0 Reva M Vrana Longacre Psychriatic Nurse Practitioner 201136 0 0 0 0 0 0 0 7151 0 208287 0 0 0 Liz Dalmacio Chief Human Resource Officer 183277 0 0 0 0 0 0 0 23243 0 206520 0 0 0 Meghan M Ryan Psychriatic Nurse Practitioner 195808 0 0 0 0 0 0 0 7914 0 203722 0 0 0 Marie-Florence Mai-Chi Tieu Psychriatic Nurse Practitioner 192736 0 0 0 0 0 0 0 7914 0 200650 0 0 0 Part I, Line 7 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. 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 commmittee 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.