2021-05-17T13:42:41-05:00 2020-06-30 390859910 BAKER TILLY US LLP 135 MAIN STREET 9TH FLOOR SAN FRANCISCO CA 94105 990 2019-07-01 941186168 EDGEWOOD CENTER FOR CHILDREN AND FAMILIES EDGE 4156813211 1801 VICENTE STREET SAN FRANCISCO CA 94116 TIMOTHY MARCOTTE CHIEF OF FINANCE AND ADMIN 4156823101 2021-05-14 1 JOUA LO P01225144 4157812500 2021-05-14 2019 2022-09-23 18:48:47Z LYNN DOLCE 1801 VICENTE STREET SAN FRANCISCO CA 94116 28040386 0 X WWW.EDGEWOOD.ORG X 1851 CA AT EDGEWOOD, WE BELIEVE EVERY CHILD SHOULD THRIVE IN A LOVING AND SUPPORTIVE FAMILY AND COMMUNITY. WE WORK TO MAKE THIS VISION A REALITY IN THE SAN FRANCISCO BAY AREA BY HELPING VULNERABLE CHILDREN AND FAMILIES OVERCOME SOME OF LIFE'S TOUGHEST CHALLENGES - ABUSE, NEGLECT, MENTAL ILLNESS, AND FAMILY CRISIS. OUR MISSION IS TO STRENGTHEN CHILDREN, YOUTH, FAMILIES, AND THEIR COMMUNITIES THROUGH SERVICE, TRAINING, ADVOCACY, AND RESEARCH. EDGEWOOD IS PART OF THE FABRIC OF OUR COMMUNITY, OFFERING INNOVATIVE MENTAL HEALTH, FAMILY SUPPORT, AND EDUCATIONAL SERVICES THAT PROVIDE A SAFETY NET TO ABOUT 11,000 CHILDREN AND FAMILIES IN SAN FRANCISCO AND SAN MATEO COUNTIES. 16 16 494 500 0 0 25616991 23186633 3913483 4850544 6680 3209 -117450 -37274 29419704 28003112 0 0 0 0 22905559 22840166 0 0 415462 6581337 9110262 29486896 31950428 -67192 -3947316 10941560 9396620 11513711 15380609 -572151 -5983989 X EDGEWOOD CENTER FOR CHILDREN AND FAMILIES PROMOTES THE BEHAVIORAL HEALTH OF CHILDREN, YOUTH, AND FAMILIES, AND SUPPORTS A POSITIVE TRANSITION TO ADULTHOOD. EDGEWOOD IS THE PREMIER PROVIDER OF A FULL CONTINUUM OF BEHAVIORAL HEALTH SERVICES THAT TRANSFORM THE LIVES AND RESTORE THE HOPE OF CHILDREN, YOUTH, AND FAMILIES IN THE SAN FRANCISCO BAY AREA.WE WORK TO MAKE THIS VISION A REALITY IN THE SAN FRANCISCO BAY AREA BY HELPING VULNERABLE CHILDREN AND FAMILIES OVERCOME SOME OF LIFE'S TOUGHEST CHALLENGES - ABUSE, NEGLECT, MENTAL ILLNESS, AND FAMILY CRISIS. OUR MISSION IS TO STRENGTHEN CHILDREN, YOUTH, FAMILIES, AND THEIR COMMUNITIES THROUGH SERVICE, TRAINING, ADVOCACY, AND RESEARCH. EDGEWOOD IS PART OF THE FABRIC OF OUR COMMUNITY, OFFERING INNOVATIVE MENTAL HEALTH, FAMILY SUPPORT, AND EDUCATIONAL SERVICES THAT PROVIDE A SAFETY NET TO ABOUT 11,000 CHILDREN AND FAMILIES IN SAN FRANCISCO AND SAN MATEO COUNTIES. 0 0 11906857 4850544 COMMUNITY-BASED PROGRAMMING: EDGEWOOD OFFERS PREVENTATIVE AND OUTPATIENT SERVICES TO YOUTH AND FAMILIES WE SERVE. IN BOTH SAN FRANCISCO AND SAN MATEO COUNTIES, WE PROVIDE VARIOUS COMMUNITY MENTAL HEALTH SERVICES INCLUDING MANDATED AND VOLUNTARY MENTAL HEALTH SERVICES, CASE MANAGEMENT, AND REFERRALS, AIMED AT LIMITING THE EFFECT OF TRAUMA, REINFORCING FAMILY STABILITY, AND DEVELOPING PROSOCIAL SKILLS. A CRITICAL COMPONENT TO ENSURING THAT ALL OF THE NEEDS OF OUR FAMILIES ARE MET ARE OUR COMMUNITY HEALTH PROGRAMS THAT HELP OUR KINSHIP FAMILIES NAVIGATE THE HEALTHCARE SYSTEM AND PROVIDE NON-JUDGMENTAL AND RESPECTFUL HEALTH AND WELLNESS SERVICES INCLUDING NURSING CASE MANAGEMENT, HEALTH WORKSHOPS, AND ACCESS TO BASIC NEEDS AND RESOURCES, INCLUDING FOOD BANK. AS AN ALTERNATIVE TO RESIDENTIAL TREATMENT, EDGEWOOD WRAPAROUND SERVICES OFFERS A FAMILY-FOCUSED APPROACH AND COORDINATES VARIOUS SERVICES (E.G. MENTAL HEALTH SERVICES, HOUSING STABILITY, ETC.) THAT "WRAP" THE CHILD, YOUTH, AND YOUND ADULT (AGES 6-25) AND ENSURE A SAFE AND HEALTHY ENVIRONMENT FOR THEM-WITH THEIR OWN FAMILY, IN THEIR OWN HOME. YOUTH AND FAMILIES RECEIVING SERVICES IN OUR WRAPAROUND (OR "FULL SERVICE PARTNERSHIP") PROGRAM ARE RECOGNIZED AS HAVING SOME OF THE MOST COMPLEX BEHAVIORAL HEALTH AND SYSTEM NEEDS, WHICH REQUIRES THE SUPPORT OF A MULTIDISCIPLINARY TEAM THAT OPERATES 24/7. TO IMPROVE THE CLIMATE AND ACHIEVEMENT OF SCHOOLS IN SAN FRANCISCO, EDGEWOOD-SCHOOL BASED PROGRAMS WORK WITH HIGH-NEEDS SCHOOLS TO BUILD CAPACITY- THE CAPACITY OF TEACHERS TO HANDLE BEHAVIORAL ISSUES WHEN THEY ARISE, THE CAPACITY OF FAMILIES TO PROVIDE THE SUPPORT THEIR CHILDREN NEED TO SUCCEED, AND THE CAPACITY OF CHILDREN TO DEAL WITH ISSUES THAT MAY BE IMPEDING THEIR ACADEMIC AND SOCIAL PROGRESS. 10993224 RESIDENTIAL SERVICES:OUR RESIDENTIAL SERVICES INCLUDE THREE PROGRAMS: 1) A CRISIS STABILIZATION UNIT- THE CSU OFFERS YOUTH-FOCUSED EVALUATION AND INTERVENTION IN A FAMILY-FRIENDLY SETTING FOR YOUTH 5-17. THE CSU IS A PROGRESSIVE ALTERNATIVE TO EMERGENCY ROOMS AND ADULT PSYCHIATRIC EMERGENCY SERVICES (PES), THE CSU MULTIDISCIPLINARY TEAM PROVIDES NURSING AND CLINICAL CARE 24/7. THE UNIT OFFERS A WIDE RANGE OF SERVICES INCLUDING; A) COMPREHENSIVE PSYCHIATRIC EVALUATION AND RISK ASSESSMENT B) MEDICAL SCREENING C) COLLABORATIVE TREATMENT PLANNING WITH AN INDIVIDUALIZED, STRENGTH-BASED FOCUS D) CRISIS STABILIZATION AND PREVENTION E) DISCHARGE PLANNING INCLUDING LINKAGE WITH COMMUNITY SUPPORTS AND SERVICES F) COPING SKILLS BUILDING AND SAFETY PLANNING G) PARENT AND GUARDIAN SUPPORT AND EDUCATION. 2) A STATE-LICENSED LEVEL 14 SHORT TERM RESIDENTIAL TREATMENT PROGRAM (STRTP) PROVIDING INTENSIVE THERAPY AND REHABILITATION FOR SEVERELY EMOTIONALLY DISTURBED CHILDREN AGES 6-18. CHILDREN LIVE IN COTTAGES ON OUR SAN FRANCISCO CAMPUS AND WE WORK CLOSELY WITH THEIR FAMILIES AND REFERRING COUNTIES TO STABILIZE THEM AND RETURN THEM TO THEIR HOMES AND COMMUNITIES. OUR STRT PROGRAM IS THE HIGHEST LEVEL TREATMENT FOR A CHILD OUTSIDE OF PSYCHIATRIC HOSPITALIZATION AND IS ONE OF THE VERY FEW FACILITIES THAT MAINTAINS A FULL-TIME STAFF OF PSYCHIATRISTS, PSYCHIATRIC RESIDENTS, NURSES AND PEDIATRICIANS TO RESPOND TO THEIR MEDICAL AND PSYCHIATRIC NEEDS. WHILE MANY RESIDENTIAL PROGRAMS FOR THESE AT-RISK CHILDREN ARE CLOSING THEIR DOORS, CHILDREN ARRIVE TO OUR VICENTE CAMPUS, AS YOUNG AS JUST 6 YEARS OLD, HAVE ALREADY EXPERIENCED SEVERE FORMS OF TRAUMA IN THEIR LIVES THAT , IF GONE UNTREATED, CAN HAVE LASTING DETRIMENTAL EFFECTS. MANY OF THEM HAVE BEEN CONDITIONED BY LONG TERM ABUSE AND NEGLECT TO DISREGARD THEIR DREAMS AND ASPIRATIONS. AS A RESULT OF VERY LOW SELF-ESTEEM, MANY OF THE CHILDREN FEEL SHAME, ANGER AND APATHY. THESE FEELINGS CAN MANIFEST INTO SEVERE MOOD CHANGES, RECLUSIVENESS, AND/OR AGGRESSION, WHICH CAN SOMETIMES RESULT IN SELF HARM OR VIOLENCE TOWARDS OTHERS. 3) A HOSPITAL DIVERSION PROGRAMS THAT ALLOWS YOUTH AND FAMILIES TO RECEIVE INTENSIVE SHORT-TERM, INTERVENTIONS WITHOUT EXPERIENCES AN INPATIENT PSYCHIATRIC CARE SETTING. YOUTH PLACED IN OUR RESIDENTIAL AND HOSPITAL DIVERSION PROGRAMS ARE ABLE TO BE DISCHARGED HOME OR TO LOWER LEVELS OF CARE, REDUCING THE NEED FOR CONTINUED INTENSIVE SERVICES AND IMPROVING PERMANENCY OUTCOMES OVERALL. 3512059 EDGEWOOD COMMUNITY SCHOOL AND KINSHIP PROGRAMS:ON OUR QUIET, TREE-LINED CAMPUS, CHILDREN, AGES 6-18 LIVE, LEARN AND PLAY IN A SAFE, STRUCTURED, THERAPEUTIC ENVIRONMENT AND RECEIVE INDIVIDUALIZED CARE TREATMENT. DURING THE DAY, THE SPECIAL EDUCATION TEACHER AT OUR NON-PUBLIC SCHOOL'S COUNSELING ENRICHED EDUCATION PROGRAM (CEEP) CREATE AND IMPLEMENT INDIVIDUALIZED LEARNING PLANS BASED ON THE STUDENTS' SPECIFIC NEEDS. THE GREAT MAJORITY OF THE STUDENTS ATTENDING THE SCHOOL HERE AT EDGEWOOD ACHIEVE GRADE LEVEL ADVANCEMENT WHILE ENROLLED IN THE PROGRAM. THE CLASSROOM WORKS TOWARDS REINTEGRATING YOUTH BACK TO THEIR REGULAR, LEAST RESTRICTIVE SCHOOL SETTING. PROGRAMMING INCLUDES INDIVIDUAL THERAPY, FAMILY THERAPY AND SOCIAL SKILLS TRAINING ALL DESIGNED TO HELP YOUTH IMPROVE THEIR FUNCTIONING AND ACADEMIC SUCCESS. KINSHIP- THIS PROGRAM SUPPORTS KIN CAREGIVERS WHO ARE TAKING CARE OF FAMILY MEMBERS. THIS PROGRAM KEEPS FAMILIES TOGETHER AND CHILDREN OUT OF THE FORMAL FOSTER CARE SYSTEM WITH A SUCCESS RATE OF 99%. OUTCOME DATA ALSO SHOWS THAT KINSHIP CARE PROVIDERS IN THE PROGRAM IMPROVED LEVELS OF PERCEIVED SUPPORT AND GREATER ACCESS TO CRITICAL SERVICES. COMPARED TO NEARLY 1 IN 12 CHILDREN NATIONWIDE, 1 IN 6 CHILDREN IN SAN FRANCISCO AND SAN MATEO COUNTY ARE BEING RAISED BY A GRANDPARENT OR OTHER RELATIVE. WHILE THE SAFE HOME OF A CARING RELATIVE OFFERS KINSHIP CHILDREN A SECOND CHANCE AT A HEALTHY LIFE, PHYSICAL AND EMOTIONAL DISABILITIES CAN GREATLY AFFECT YOUTH SELF-ESTEEM AND MOTIVATION TO SUCCEED. THE BEHAVIORS, EMOTIONS, AND HEALTH OF KINSHIP YOUTH REMAIN SIGNIFICANTLY BELOW NATIONAL NORMS (AND SIMILAR TO THAT OF FOSTER CHILDREN). WE BELIEVE THAT CHILDREN DO BEST IN THEIR OWN HOME ENVIRONMENT, SUPPORTED BY THEIR FAMILIES AND THEIR COMMUNITIES, OUR KINSHIP SUPPORT NETWORK PROMOTES FAMILY STABILITY BY KEEPING FAMILIES TOGETHER ENCOURAGING SELF-SUFFICIENCY, AND ENHANCING FAMILY INTEGRITY, INDIVIDUAL VALUES, AND CULTURAL AND ETHNIC DIVERSITY. OUR INSTITUTE FOR RESEARCH HAS DOCUMENTED OUTSTANDING OUTCOMES FOR FAMILY STABILITY. CHILDREN IN EDGEWOOD'S KINSHIP YOUTH SERVICES PROGRAM ARE 10 TIMES MORE LIKELY TO REMAIN IN THEIR KINSHIP HOME (A SIGN OF FAMILY STABILITY AND SAFETY) THAN SIMILAR CHILDREN SERVED ONLY BY THE CHILD WELFARE SYSTEM. AN AVERAGE OF NINETY-SIX PERCENT (96%) OF THE CHILDREN AND YOUTH ENROLLED IN OUR SUPPORT NETWORK ARE ABLE TO AVOID ENTERING THE FOSTER CARE SYSTEM. SINCE 1993, EDGEWOOD'S KINSHIP PROGRAM WAS THE COUNTRY'S FIRST COMPREHENSIVE PUBLIC-PRIVATE PARTNERSHIP TO SERVE KIN FAMILIES, AND HAS GROWN INTO THE NATIONAL MODEL FOR KINSHIP SERVICES. EDGEWOOD HAS ALSO PLAYED A KEY ROLE IN THE DEVELOPMENT AND PASSING OF AB1193, WHICH CREATED THE KINSHIP SUPPORTIVE SERVICES PROGRAM IN CALIFORNIA IN 1997. WE ARE PROUD TO HAVE SERVED AS A LOCAL AND NATIONAL LEADER IN DEVELOPING REPLICABLE KINSHIP PROGRAMS, AND WERE PREVIOUSLY THE SOLE PROVIDER OF TECHNICAL ASSISTANCE AND TRAINING OF ALL CALIFORNIA'S KINSHIP SUPPORT SERVICES SITES. EDGEWOOD HAS THE DEPTH OF EXPERIENCE AND EXPERTISE NECESSARY TO RAISE VULNERABILITY NECESSARY TO RAISE VISIBILITY OF THE NEED TO SUPPORT KINSHIP CAREGIVERS. 26412140 1 1 0 0 0 0 0 0 0 1 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 0 0 0 0 1 50 0 1 494 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X LYNN DOLCE CEO 4156823101 1801 VICENTE STREET SAN FRANCISCO CA 94116 ABBEY WALKER THRU 62020 BOARD MEMBER-AUXILARY REPRESENTATIVE 1.00 X 0 0 0 ALICIA BURT BOARD MEMBER 1.00 X 0 0 0 ELIZABETH LEEP BOARD MEMBER-COMMITTEE ON DIRECTORS CHAIR 1.00 X 0 0 0 EMILIE LYNCH BOARD MEMBER 1.00 X 0 0 0 GALEN SORRELS BOARD MEMBER 1.00 X 0 0 0 JEFFREY LANCASTER BOARD MEMBER 1.00 X 0 0 0 JEFFREY NUSSBAUM BOARD MEMBER 1.00 X 0 0 0 KAEGO RUST BOARD MEMBER-OPERATION, LABOR, COMP COMMITTEE-CO-C 1.00 X 0 0 0 KATIE BALLOU CALHOUN BOARD MEMBER 1.00 X 0 0 0 KELLY WYLLIE BOARD MEMBER-AUDIT COMMITTEE CHAIR 1.00 X 0 0 0 KIM CLANCY BOARD MEMBER 1.00 X 0 0 0 KIMBERLY SUMME BOARD CHAIR, EXECUTIVE COMMITTEE CHAIR 1.00 X X 0 0 0 LAURA HAMILTON BOARD MEMBER-PROGRAM OVERSIGHT & PLANNING COMMITTE 1.00 X 0 0 0 MARK ZAFRA THRU 062020 BOARD MEMBER 1.00 X 0 0 0 MEG HEINICKE BOARD MEMBER 1.00 X 0 0 0 PAIGE OLSON BOARD MEMBER 1.00 X 0 0 0 PATRICK MAHONEY BOARD MEMBER 1.00 X 0 0 0 TERRENCE IRELAND THRU 092019 BOARD MEMBER 1.00 X 0 0 0 TIM MYERS THRU 092019 BOARD MEMBER-FINANCE COMMITTEE CHAIR 1.00 X 0 0 0 LYNN DOLCE CEO 40.00 X 234543 0 37464 MELEK NASR-TOTAH CHIEF OF FINANCE AND ADMIN 40.00 X 210023 0 25880 JUSTIN UNDERHILL EXECUTIVE DIRECTOR OF PROGRAMS & OPERATION 40.00 X 184748 0 26711 SANJAY PATIL DIRECTOR - IT/PORTAL DEVELOPMENT 40.00 X 162982 0 53602 GEORGE BUENO DIRECTOR - IT 40.00 X 143809 0 33670 SANDRA RAMOS PSYCH MENTAL HEALTH NP 40.00 X 144730 0 27675 ANIL AWASTI SENIOR HR DIRECTOR 40.00 X 134605 0 14280 JAMILA MCCALLUM EXECUTIVE DIRECTOR, SAN MATEO REGION 40.00 X 118485 0 20276 1333925 0 239558 18 0 1 0 METRON CONSULTING SERVICES POBOX 1126 NOVATO CA 94948 IT SERVICES 263048 DR ROBIN RANDALL MD 300 GOODING WAY 338 ALBANY CA 94706 CONTRACT SERVICES 214688 CENTURION JANITORIAL SERVICES 66 SAN PEDRO RD SUITE C-5 DALY CITY CA 94014 CONTRACT SERVICES 184665 RICOH USA INC 225 BUSH ST SAN FRANCISCO CA 94104 CONTRACT SERVICES 142922 THE ULTIMATE SOFTWARE GROUP INC 2000 ULTIMATE WAY WESTON FL 33326 IT SERVICES 126921 23 469664 19531463 3185506 59519 23186633 HOSPITAL DIVERSION REVENUE 624100 4487316 4487316 PROGRAM SERVICE - FFS 900099 184539 184539 INTENSIVE OUTPATIENT REVENUE 624100 145809 145809 MISCLLANEOUS INCOME 900099 32880 32880 4850544 3209 3209 0 469664 37274 -37274 -37274 28003112 4850544 0 -34065 719369 719369 16137440 14252672 1608068 276700 285674 293112 -16577 9139 4169322 3331921 769548 67853 1528361 1307887 194745 25729 69153 69153 81000 81000 1039918 641780 386952 11186 2099 2099 323726 265756 42553 15417 893843 774509 119334 1707274 1687422 19852 7180 154 6730 296 243756 243756 766651 710832 55819 256856 50 256806 IMPAIRMENT LOSS 2362171 2047294 314877 PURCHASED SERVICES 690206 644499 41067 4640 CHILDREN'S SUPPLIES 283907 277749 5818 340 FLEX FUNDS 76712 75400 1312 305810 101103 203956 751 31950428 26412140 5122826 415462 8850 9350 558491 1422945 429000 302855 3153048 3353887 220645 186983 18703115 16077964 4965330 2625151 1606196 1495449 10941560 9396620 2586817 3189079 1259506 1089059 3639950 1990525 4027438 9111946 11513711 15380609 X -3240380 -8732583 2668229 2748594 -572151 -5983989 10941560 9396620 X -3947316 -1464522 X 0 1 X 1 0 X 31185952 29266914 27310193 25616991 23186633 136566683 31185952 29266914 27310193 25616991 23186633 136566683 136566683 5466 5624 12662 8680 3209 35641 310996 287298 598294 137200618 16950643 0.99540 0.99390 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2015 AMOUNT: $ 310,996. 2016 AMOUNT: $ 287,298. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1630881 -123033 1507848 1542894 87987 1630881 1523945 18949 1542894 1400832 123113 1523945 1455307 -54475 1400832 1.00000 0 0 107286 107286 12763522 10900027 1863495 446391 446092 299 1739740 1554641 185099 3646176 3177204 468972 2625151 BENEFICIAL INTEREST IN PERPETUAL TRUST 1374848 INSURANCE DEPOSIT 36571 RENT SECURITY DEPOSIT 84030 1495449 DEFINED BENEFIT PLAN 4881891 DEFERRED RENT 178128 FORGIVABLE LOAN (PPP) 4051927 9111946 X 26538590 -1464522 -1464522 28003112 0 28003112 31950428 0 31950428 0 31950428 PART V, LINE 4: THE ORGANIZATION'S DONOR RESTRICTED ENDOWMENTS CONSIST OF A GENERAL ENDOWMENT AND A BENEFICIAL INTEREST IN A PERPETUAL TRUST. THE INCOME FROM THESE ENDOWMENTS CAN BE USED FOR THE GENERAL PROGRAM PURPOSES OF THE ORGANIZATION. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE, SECTION 23701D. ACCORDINGLY, IT HAS NOT PROVIDED FOR INCOME TAXES IN THESE FINANCIAL STATEMENTS. EACH YEAR, MANAGEMENT CONSIDERS WHETHER THE ORGANIZATION HAS ENGAGED IN ANY ACTIVITIES THAT COULD AFFECT THE ORGANIZATION'S INCOME TAX STATUS OR RESULT IN TAXABLE INCOME. MANAGEMENT BELIEVES THAT ANY POSITIONS THE ORGANIZATION HAS TAKEN ARE SUPPORTED BY SUBSTANTIAL AUTHORITY AND WOULD MORE LIKELY THAN NOT BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITY. ACCORDINGLY, THERE ARE NO POTENTIAL LIABILITIES TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST -123,033. PENSION-RELATED CHANGES -1,341,489. AUXILIARY FAIR 469664 469664 2212 1750 33312 469664 469664 2212 1750 33312 37274 -37274 X X X X X 0 0 0 0 0 0 0 0 0 LYNN DOLCE CEO 234027 0 0 0 516 0 10000 0 27464 0 272007 0 0 0 MELEK NASR-TOTAH CHIEF OF FINANCE AND ADMIN 209747 0 0 0 276 0 0 0 25880 0 235903 0 0 0 JUSTIN UNDERHILL EXECUTIVE DIRECTOR OF PROGRAMS & OPE 184748 0 0 0 0 0 0 0 26711 0 211459 0 0 0 SANJAY PATIL DIRECTOR - IT/PORTAL DEVELOPMENT 162802 0 0 0 180 0 7260 0 46342 0 216584 0 0 0 GEORGE BUENO DIRECTOR - IT 143629 0 0 0 180 0 5003 0 28667 0 177479 0 0 0 SANDRA RAMOS PSYCH MENTAL HEALTH NP 144610 0 0 0 120 0 5469 0 22206 0 172405 0 0 0 X 1234 FMV X 8872 FMV X 20 97 FMV X MISCELLANEOUS SUPPLIES 35 47511 FMV X EVENT TICKETS 4 1335 FMV X TOYS 3 470 FMV 0 0 1 1 PART I, LINE 32B: EDGEWOOD USES A THIRD PARTY ORGANIZATION TO PROCESS DONATIONS OF CARS AND BOATS. NO VEHICLE DONATIONS WERE RECEIVED DURING THE YEAR. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS THOROUGHLY REVIEWED BY MANAGEMENT PRIOR TO FILING. ALL BOARD MEMBERS RECEIVE A COPY. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND OFFICERS ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICT INTEREST. DISCLOSURE IN THE ORGANIZATION SHOULD BE MADE TO THE CHIEF EXECUTIVE OFFICER (OR IF SHE OR HE IS THE ONE WITH THE CONFLICT, THEN TO THE BOARD CHAIR), WHO SHALL BRING THE MATTER TO THE ATTENTION OF THE BOARD. DISCLOSURE INVOLVING DIRECTORS SHOULD BE MADE TO THE BOARD CHAIR, (OR IF SHE OR HE IS THE ONE WITH THE CONFLICT, THE N TO THE BOARD VICE-CHAIR) WHO SHALL BRING THESE MATTERS TO THE BOARD. THE BOARD SHALL DETERMINE WHETHER A CONFLICT EXISTS AND IN THE CASE OF AN EXISTING CONFLICT, WHETHER THE CONTEMPLATED TRANSACTION MAY BE AUTHORIZED AS JUST, FAIR, AND REASONABLE TO EDGEWOOD. THE DECISION OF THE BOARD ON THESE MATTERS WILL REST IN THEIR SOLE DISCRETION, AND THEIR CONCERN MUST BE THE WELFARE OF EDGEWOOD AND THE ADVANCEMENT OF ITS PURPOSE. THE PERSON WITH THE CONFLICT OF INTEREST IS EXCLUDED FROM THE DISCUSSION AND APPROVAL OF SUCH TRANSACTION. IN ADDITION, THE MEMBERS, INCLUDING OFFICERS, ARE ASKED TO COMPLETE A DISCLOSURE FORM ONCE A YEAR AND INSTRUCTED TO DISCLOSE OF ANY CHANGES DURING THEIR TENURE AS A BOARD MEMBER/OFFICER PRIOR TO THE FOLLOWING YEAR'S NEW DISCLOSURE FORM. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS EXECUTIVE SEARCH COMMITTEE WAS FORMED IN 2016 AND TASKED WITH HIRING A NEW CHIEF EXECUTIVE OFFICER ("CEO"). WHILE EDGEWOOD HAD AN INTERIM CEO DURING THIS PERIOD OF TIME, IT CONDUCTED A NATIONAL SEARCH FOR THE NEW CEO. AS PART OF THAT EFFORT, THE SEARCH COMMITTEE INITIALLY RETAINED A NON-PROFIT EXECUTIVE RECRUITING FIRM, LEADERSHIP SEARCH GROUP, AND WAS ABLE TO BENCHMARK COMPENSATION AND BENEFITS INFORMATION FOR CEOS SERVING IN SIMILARLY SIZED ORGANIZATIONS. AS THE SEARCH PROGRESSED, THE SEARCH COMMITTEE WAS ABLE TO OBTAIN INFORMATION FROM A RANGE OF CANDIDATES AT A RANGE OF LOCAL AND NON-LOCAL NON-PROFITS ON CEO COMPENSATION AND BENEFITS. IN ADDITION, THE SEARCH COMMITTEE OBTAINED INFORMATION ON LOCAL GOVERNMENT SALARIES FOR INDIVIDUALS IN SENIOR STAFF ROLES IN CHILD WELFARE AND OTHER RELEVANT LOCAL AGENCIES. FORM 990, PART VI, SECTION C, LINE 19 AUDITED FINANCIAL STATEMENTS ARE POSTED ON THE ORGANIZATION'S WEBSITE. IRS MAKES FORM 990 PUBLICLY AVAILABLE ON SUCH SITES AS GUIDESTAR. CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: PENSION-RELATED CHANGES -1,341,489. CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST -123,033.