S&edule B (Form 990, 990-EZ, or 990PF) (2020)
Panj' € Contributors (aeelnstructmns).UseduplicatempmsoTPartlifadditmalspaceisneeded. (a)
No.
O))
Name, address, and ZIP + 4
(C) '
Total contributions '
7 CAIiICO CEWER
$ 48,582.
524 ESTUDIIiLO AVEE
SAW I,EANDRO, CA 94577
(a)
No.
(b)
Name, address, and ZIP + 4
IC) I
Total contributions
8 BABY 2 BABY
$ 39,843.5830 W. JEFFERSON BIiVD
I,OEI ANaELE8, CA 90016
(a)
NO.
(b)
Name, address, and ZIP + 4
(O)
Total contributions
9 ORANGE COUNTY COMMUNI'fl FOUR)A'I'ION
4041 MAC. ARTHUR BLVI). , E3UITB 510 @ 35,000.
NffiPORT BEACH, CA 92660
(al
No.
(b)
Name, address, and ZIP + 4
(C)
Tota( contributjans
$
(a)
No.
(b)
Name, address, and ZIP + 4
(C)
Total contributions
$
(a)
No.
(b)
Name, address, and ZP + 4
(C)
Total contributions
$
023452 1125-QO
07360511 131839 006-001845
(d)
Type of contribufion
Person [x
Payroll [1]
Noncash g
(Complete Part II for
noncash contributions.)
(d)
Type of comrbutkin
Person €
Payroll [3
Noncash [%]
(Complete Part tl for
noncash contributions.)
(d)
Type of mntribution
Person [X
Payoll a
Noncash [3
(Complete Part II for
noncash contributions.)
(d)
T5e of mn!ributkin
Person €
Payroll []
Noncash []
(Complete Part II for
non>ah contributions.)
(d)
Type of contribution
Person €
Payroll []
Nonaash [3
(Complete Part II for
noncash oontributiona.)
Id)
Type of contribution
Person €
Payroll g
Noticash []
(Complete Part It for
noncash contributions.)
&'hedule B (Form XI0, 990-E, or 990-PF) (2020)
24 2020.05094 HELPLINE YOU'['H CO?n!ffSELING 006-0011 280
DocuSlgnEmrelope ID: AB2EOAA!i-FO84-43EA-BFOB-929AA17ED358 8chsdule B (Form 990, 990-EZ, or 990-PF) (2020)
NonOashPropert'7 (see!nstlons).UseduplimempiesofPartllifaddbnalspawlsneeded. (kl}
Description of nonmsh property glven
(01
FMV (or estimate)
(See Instructions.)
BOOKS, (:LOTHBB, T(XX)L3R EIUE'PLIEEI, TOYEI, HYGIENE, A MISCELIiANEOTJEl I'['EM5,
$ 39,843.
(b)
Description of noncash property given
f€:)
FMV(or estimate)
(See instructions.)
$
(b)
Description of nom.ash property glven
(O)
FMV (or esfimate)
(See Instructions.)
$
(l))
Desaription of noncaah property given
(O)
FMV (or estimate)
(See Instructions.)
$
(b)
Description of noncash property given
((I=)
FMJor estimate)
(See Instructions.)
$
(b)
Desaription of nonaash property given
(O)
FMV (or estimate)
(See Instructions.)
[a)
No.
from
Partl
(d)
Date received
(a)
No,
from
Part I
06/30/21
(di
Date received
(a)
No,
from
Part I
(d)
Date received
(a)
NCI.
from
Part I
(d)
Date received
(a)
NO.
from
Part I
(d)
Data rewived
(a)
No.
from
Part I
028458 11-25-20
07360511 131839 006-001845
(d)
Date recehied
8Thedule B IForm '190, 990-t-Z, or 990-PP) 12020)
2020.05094 HELPLINE YOUT:H COUNSELING 006-0011
281
DocuSlgn Envelope ID: l7ED3rA
Sdiedule B (Form 990, 990-EZ, or990PF) (2020)
Name of organization Page 4
Einployer identification number
HELPLI[ YOUTH CO[TNSE €LINC4, INC 23-7113824bclus!velyrellgkrus, charitable, etc., contr+butlonsto orgaizatlonsdescrlbed insection60lJ7)i(8), or Ho)thmtotat more than$lODDfor the yearfrom any one eomrtutor. Complete oolumns (a) through (e) and the followlng line entry. For organiza!kinsaiimpiavn@pgtiii,anmihatamioiexiivieiigioug, ahatllable,eto.,contlbutkmor at,oooorieashihe.(aiiaruiisimo.onc*.)> $Use duplimte copies of Part Ill if additional :ipace is needed. (b) Purpme of gift [c)useofglft (d) Desaription of how gift is held (e) Transfer of gift
Transferee's name, addresa, and ZIP + 4 Relationship oftranaferor to transferee I
(b) Purpose of @tft (O) Use of gift {d) Description of how gift is held (e) Transfer of Bift
Transferee's name, address, and ZIP * 4 Relationship of transferor to transferee {b) Purpose of gift (O) Use of gift (d) Description of how gift la held (e) Transfer of giftI
Transferee's name, address, and ZIP + 4 Re(ationship of transferorto transFeree (b) Purpose of gift , (c) Use of gift (d) Description of how gift Is held (e) Transfer of gift
Transferee's name, address, and ZIP + 4 Relationship of transferor to transferee afr)ONmo
Part I
(a) No.
from
Part I
{a) No.
from
Part I
(a) No.
from
Part I
0234!!4 1 1-2G40
07360511 131839 006-001845
M
8chedule B (Form 990, 9m-EZ, or 9bPP) (2C+!)J)
26 2020.05094 nLPLIn YOU'TH COUNSEIiINCi 006-0011
282
DocuSign Envelope ID: AB2EOAA5-FO64-43EA-BFOB-929AA1 7ED358 Supplemental Financial StatementsSCHEDULE D
(Form 9%)
Depgtmenk of lha Treasury
Ihte+niil Flevgnue Service
OMB No 1545-0047
2020
Open to Public
Ins?>ection
> Complete if the organization answered "Yes" on Form 990,Part IV, line 6, 7, 8, 9, 10, lla, jib, 11c, lld, lle, 11f, 12a, or 12b. > Attach to Form 990.)Go to www.irs.qov/Form990 for instructions and the latest information.
Employer identification numberHELPLINE YOUTH COUNSELING, INC 23-7113824L!!!!LI OrganizationsMaintainingiDonorAdvisedFundsorOtherSimilarFundsorAccounts. Completeiftheorganization answered "Yes" on Form 990, Park IV, lin:i 6.
Name of the organization
(a) Donor advised funds (t)) Funds and other accounts € Yes € No
1 Total number at end of year
2 Aggregate value of contributions to (during year) 3 Aggregate value of grants from (during year)
4 Aggregate value at end of year
5 Did the organization inform all donors and donor advisors in ivriting that the assets held in donor advised funds are the organization's property, su5ject to the organization's exclusive legal control? 6 Did the organization inform all grantees, dOnOr8, and dOnOr adViSOrs in writing that grant FUNDS Can be used Onlfor charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring 1 Purpose(s) of conservation easements held by the organization (check all that apply) Preservation Of land far publiO use (far example, recreation Or education) € Preservation Of a hiStOriCall7 important land area[I]Protection of natural habitat € Preservation of a certified historic structure€ Preservation of open space 2 Completelines2athrough2diftheorganizationheldaqualifiedconservationcontributionintheformofaconserva:ioneasementonthelast day of the tax year.
a Total number of conservation easements
c Number ol conservation easements on a certified historic structure included in (a) d Number of conseivation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register
a Number of conservation easements modified, transferrsd, released, extinguished, or terminated by the organi=ation during the taxyear 4 Number of states where property subJect to conservation easement is located 5 Does the organization have a written policy regarding the periodic monitoring, inspection, handling of B Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year 7 Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year 8 Doeseachconservationeasementreportedonline2(d)abovesatisfytherequirementsofsectionl70(h%4%B%i) 9 In Part Xlll, describe how the organization reports conservation easements in its revenue and expense statement andbalance sheet, and include, if applicable, the text of the footnote to the organization's financial statements that describes theorqanization's accountinq for conservation easements Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets. ' Held at the End of the Tax Year
2a
2b
2c
2d
€ Yes € No
Complete if the organization answered "Yes" on Form 990, Part IV, line 8. l.a If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works0f art, htStOriCal treasures, or other similar aSSetS held far publiC OXtiibniOn, education, or research in furtherance Of publicservice, provide in Part Xlll the text of the footnote to its financial statements that describes these items. b Iftheorganizationelected,aspermittedunderFASBASC958.toreportinitsrevenuestatementandbalancesheetworksof art, hiStOriCal treasures, or other similar aSSetS held far public exhibition, education, or research in furtherance of public service.provide the following amounts relating to these items:
2 lftheorganizationreceivedorheldworksofart,historicaltreasures,orothersimilarassetsforfinancialgain,provide the following amounts required to be reported under FASB ASC 958 relating to these items:
a Revenue included on Form 990, Part Vlll, line 1
b ASsets included in Form 990. Part X
LHA ForPaperworkReductionActNotice,seethelnstructionsforForm990.
Schedu!e
032[1(n 12-01-20
>$
>$
Schedu!e D (Form 990) 2020
07360511 131839 006-001845
27 2020.05094 HELPLINE YOUTH COUNSELING 006-0011
283
Docu81gn Envelope ID: AB2EaAA5-FO64-41EA-BFOB-929AAl 7ED358 8diedule D 2020 HELPLINE YOUTH COUNSEliING, INC 23-7113824Organizations Maintaining Colleations of ArI Historical Treasures, or Other Similar Assets3 Usingtheorganization'sacquisnion,acoession,andotherrecords,cheakanyofthefollowlngthatmakesignficantuseoflts collection Items (aheck all that apply):
a [1] Public exhibition
b 0 Echo!arly research
c [] Preservation <or future generations
4 Provldeadescrlptionoftheorganlzation'scollectionaandsxplalnhowthsyfurthertheorganlzation'sexemptpurpotielnPart)all. 5 Durlng the year, did the organlzatlon solicit or receive donations of art, hiatortcal treasurea, or other similar assets tobesoldtoralsefundsratherthantobemaintainedaspartoftheorOanization'scollectlon? ...................,... ,,,....,[:J,yes [7)NOffl- EscrowandCustodlalArrangements. Completeiftheorganlzatlonanswered"Yes"onForm990,PartlV,llne9,or'- reported an amount on Form 990, Part X, line 21. la Is the organlzation an agent, trustee, custodian or other Intermediary for contributions or other assets not includedon Form 990, Part X? b If 'Yes,' explain the arrangement in Part Xlll and complete the following table:
d [] Loan orexchange program
e € Other
2 € Yea € No
Amount
1a
ld
le
lf
c Beginning balance
d Additions durlng the year
e Distributions during the year
f Ending balance
2a Did tti9 organization lm,lude an amounton Form 990, PartXi line 21, sorescrow orzstodml account liablllty? ,,,,,,,,,,,,,,, 0 Yesb If'Yes,"expla1nthearraryqemsntinPartXIIl.(:'heckherelftheexpfanatlonhasbeenprovldedonPartXIII l'Paft V Endowment Fllnd8. Complete 'f the organization arswered 'Yes" on Foam 99(], Part IV,line 10. € NO
n
la)Currentyear (b)Prloryear (c}Twoyaarsback (d)Threeyear8ba* (e)Fauryearsback40,514, 19,998. ;to,ooo. 20,000.
55, 51(i.
la Beginning of year balant.e
b contributions
0 Net investment eamlngs, (7ains, and losses
d Grants or scholarships ,,,,,,,,,,,,,,,,,,,,,,,,,
e Otherexpendlturesforfacilities
Bnd programs
f Administrative expenses ,,,,,,,,,,,,,,,,,,,,,,
g Endofyearbalance ....,,,,,,.....,....... 40,569. 40,514, 2 Provldetheestlmatedpercentageofthscunentyearendbalanca(linelg,:,oiumn(a))heldas:
a Board designated or quaskendowment 2 %
b Permanentendowment) 98*5901
@ Termendowment > li4100 %
The percentages on lines 2a, 2b, and 2C should equal 100%. 3a Are there endowment iunds not In the possesslon of the organization that are held and administered for the organizationb)t:
(i) Unrelated organlzatims
(ii} Rslated organizations
b If "Yes" an line 3a(10, arethe related organizations listed as required on Schedule R? 4 DescrlbelnPartXllItheintendedusesoftheorgariization'sendowmentfunds.
JLand, Buildings, and Equipment.
2. 19,998.
Cornolete ifthe organization answered "Yes" on Form 990, Part Ili, line 'lja. See Form 99(, Part X, line in.
Description of property (a) Cost or other
basis (Investment)
(b) Cost or other
basis (other)
4c) Acaimulabid
depreclatlon
(d) Book value
la Land ,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,_,,,,,,,,,,,,,,,,,,,,,,,,,,, b Buildings ,,,,,,,,,,,,,,,,,,____,,_,,,,,_,_,,,,,,,,,,,,,,,,,,,,, c Leasehold Improvements __,,._....,,,..,........ 6,093. 6 , 093. 0.d Equipment ,,,,,,,,,,,,,,,,,_,,,__,,,,,,,,,,,,,,,..,,,,,,,,, 249,608. 122,444. 127 ,'164.e Other....................._...._.,,,..........._................. 20,934. 12,746. 8,188.Total- Add llnel lathrou!:lh %- (Column (dl mum eriua.'Form9Flrl. %rt X. cohtmn B). rlnn 1rrr:.1 ...-,,,........,,,........,,.....-.,. r 135,352. 8ahajule D (Form 990) 2020
W20!i2 12-01-20
07360511 131839 006-001845
28 2020.05094 HELPIiINE YOU!'H COW8EIiING 006-0011
284
DocuSlgn Envelope ID: AB2EOAA5-FO84-43EA-BFOB-929AAl7ED358 8t,heduleD(Form990)2020 HELPLINE YOUTH COU'N!gEIilNG, INC 2.3-7113824 Page3ffl Investments - Other Securities.
Complete if the organization answered "Yes" xn Form 990, Part IV, line ' lb. See Form 990, Part X, line 12.(al Descr1pffon Of se(:urn)/ Or caJepoT} (hiatudingname afaaauriiy) (b) Book value (c) Method of valuation: Cost or end-of-year market value I'll Financial derivatives "='*aa*--'*****aaiiiiia*i*aiaiiii**a* (2) Olosely held equity intereats ,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, (3) Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Col. (b) must equal Form 990, Part X, Cal. (B) line 12.) 2 Investments - Program Related.
Oamolete if the oraanlzation answered "Yes' Tl Form 990. Part IV. line a 10. 8ee Fom 990. Part X. 11ne j3.(a) Description of investment (b) Book value (O) Method of valuation: Ciost or end-of-year marketvalue 11)
(21
(31
(41
151
18)
(7}
(81
19)
Total. (Col. (b) must equal Form 990, PartX, Cal. (B) line 13.) 2 "' I Other Assets,
Complete if the organization answered "Yes" on Form 990, Part IV, line 1 ld. 8ee Form 990, Part X, line 15. (a) Descnption (b) Book value
<1)
(2)
(3)
(41
15)
{6)
(7)
(81
(9)
TOlal.(COlumn(b}rnuSteauajFrim990.PertX.r:OliB}llnel6J .............................................,......,,........._.......,........... >Other Liabilities.
Complete if the organization answered "Yes" on Form 990, Part IV, line lle or l1f. See Form 990, PartX, line 25, (a) Description ofllabimy (5) Book value
(1) Federal Incometaxes
(2>
(a>
(4)
(5)
(6)
(71
(81
(9)
Total,(Corumn(blmusteaualForm990.PartX.col.(Blrlne2s.l ......................._-.................-....................................... r2. Uabilityforuncertaintaxpositions.lnPartXlll,provldethetextofthefootnotetotheorganization'sfinanclalstatementstliatreportsthe organization'sliabllityforunaertaintaxposltionsunderFA8BASC740.CheakhereifthetextofthefootnotehasbeenprovldedinPartXIIl ,,,i
Schedule D (Form 990) 2020
0320!a 12-Of-!!0
07360511 131839 006-001845 2020.05094 HELPLINE YOUTH COtffiSELING 006-0011 285
DocuSign Envelope ID: AB2EOAA5-FO64-43EA-BFOB-929AA17ED358 ScheduleD(Form990)2020 HELPLINE YOUTH COUNSELING, INC 23-7113824 Paqe4qReconciliation of Revenue per Audited Financial Statements With Revenue per Return.
Complete ii the organization answered 'Yes" on Form 99C), Part IV, line 1 2a. 2 Amounts included on line 1 but not on Form 990. Part Vlll. line 12:
a Net unrealized gains (losses) on investments ,, ,,,,,,,, ,, ,,, , ,,,,, ,,, , , , ,,, 2a b Donated services and use of facilities 2b
c Recoveries of prior year grants ..,, ,,, ,,,,,,,,,,, ,,,,,, .,,,,,, ., . 2c d Other (Describe in Part Xllil sia
e Add lines 2a through 2d ,,, ,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, ,, ,, ,,,,,,,,,,,,,,,, ,,,,, ,,, ,, ,,, , 2e O a3 Subtract line 2e from line 1 a 9 . 2 3 2 ,15 5 ii4 AmountsincludedonFomi990.PartVIII.Iinel2.butnotonlinel cAddlines4aand4b
4c 0s Total reVenuti. Add lines a and 4C:. rrht.q must enuai rorm 990 pari r. irne 72.) -.....-................................... s 9 , 2 3 2 ,15 5Reconciliation of Expenses per Audited Financial Statements With Expenses per F.etur Complete if the organization answered "Yes" on Form 990, Park IV, line j 2a. 2 Amounts included on line 1 but not on Form 990. Part IX. line 25:
a Donated services and use of facilities 2a
b Prior year adjustments ,,,,,,,, ,,,,,,,,, , ,,, ,,, ,,,,,,,,,,,,, ,,,,,, ,, ,,,,,, ,, ,, ,,,,,, , 2b cOtherlosses
2c
d Other (Describe in Part XIII.1 2d
e Add lines 2a through 2d ,,, , , , , , ,,,,..,,....,,....,, ,,,........................... ..... .. ....... ... .... ........ ... . .. 2e o3 Subtract line 2e from line 1 4 Amounts included on Form 990. Part IX. line 25. but not on line 1 a Investment expenses not included on Form 990, Part Vlll, line 7b ii . ii 'ii . 4ab Other fDescribe in Part Xllll 4b cAddlines4aand4b
4c 0s Total eXpE'nSeS. Add lines a and 4c. rrhis must ernrm rnrm 9.90 : ) ............................................... s 8 , 8 9 9 , 6 41Part Xill Supplemental Information.
Provide the descriptions required for Part It,lines 3, 5, and 9; Part Ill, lines 1a and 4; Part IV, lines jb and 2b; Part V, line 4: Part X, line 2; Part XI,lines 2d and 4b; and Part Xll, lines 2d and 4b. Also complete this part to provide any additional information.
PART V LINE 4 :
THE DONOR'S INTENT IS FOR HYC 'I'O ESTABLISH A PERMANENT ENDOWMENT FUND. THE DONOR ALLOWS DISTRIBUTION OF UP TO 5% OF THE 3-YEAR AVERAGE FUND VALUE IF NECESSARY, AT THE DISCRETION OF THE HYC BOARD. HYC HAS NOT MADE W DISTRIBUTIONS FROM THE ENDOWMENT FUND.
PART X, LINE 2 :
THE ORGANIZATION HAS REC.EIVED TAX-EXEMPT STATUS FROM THE INTERNAL REVENUE SERVICE AND CALIFORNIA FRANCHISE TAX BOARD UNDER snc'rxon 501(C)(3) OF THE
INTERNAL REVENUE CODE AND CALIFORNIA UNDER REVENUE AND TAXATION CODE SECTION 23701(D), RESPECTIVELY.
012054 12-(11-20
07360511 131839 006-001845
/X
St.hedule D (Form 990) 2020
30 2020.05094 HELPLINE YOUTH COUNSELING 006-0011
286
Docu8ign Envelope 10: AB2EOAA5-FO84-43EA-BFOB-929AA17ED358 SINCE THE OR(aIZATION IS EXBMP'[' FROM FfflDERAL 26 STATE INCOME TAX liIABlLITY, NO PROVI8ION IS MADE FOR C'[am OR DBFERRED INCOME ,,TAXB8. THE ORGANIZATION USES THE SAME ACCODNTING MEffiOD8 FOR TAX A Fn!WCIAli REPORTIN(,. WAGE,WENT HAS CONSIDERED ITS TAX POSITIONS AND BBLlaEVES THAT AIiIi OF 'flE POSITmNS TAKEN IN ITS FBDERAL A STATE 4TEMPT ORGAN':ZATION RETUR?gS ARE MORE IiIKELY THAN NOT TO BE SUS'['AINED 'OPON EMnJATION. 032055 tz-oi-/!a
07360511 131839 006-001845
Schedule D IFarm 990) 2020
2020.05094 HELPLINE YOUTH (:'OUNSEIinJG 006-0011
287
DocuSlgn Envelope ID: AB2EOAA6-FO64-43EA-BFOB-929AA17ED358 SCHEDULE G 8upplemental Information Regarding FundreisJng or Craming Activities OMB k '1545-(X147 (Form 990 or 990-EZ) Complete if tie,, ::;:z;:Ao;;;;e;,: ;\;,;,. ;r; :,o; :::, ;: t,IW::, ',,;a:8a,lor 19, or tf the 2 020D,r,snlanhe,,as,y >AttachtoFomi990orForm99D-EZ. opmjoPubiic 'iIn""l"'l"'hue""oe > Ciatowww.ira.gov/Porm990forinstrucfJonsandthelatestinformation. iiiiaii ai InsOeaUo"Name ofthe organization Employer identification number
HELPIilNE YOUTH CO'ONEiEIilNG, :IATC 3.:§:2;1:4,p24[!U!!21 FLlndrE)lSJngAC!M€teS-Completelftheorganizatlonanswered"Yes"onForm990,PartlV,Iinel".Form990-EZfilersarenotrequired to complete this part. 1 Indk,atewhethertheorganlzatlonraisedfundsthroughanyofthefollowlngactlvRiss.Checkallthatapply. a € Mailsolk,ltations e € So(lcitationofnon-govemmentgrants b [] Internetand email aolichtions t 0 Solicitation ofgovernmentgrants 0 d [J In-person solicitations
2 a Did the organization Have a wrltten Or Oral agreement with any indMdual (int,iuding Officers, directors, tnusteesi orkey employees Imted In Farm 990, Part Vll) or entity in connefflion with professional fundraiglng services? [] Yes 0 Nob If 'Yes," ilst the !O highest paid Individuals or entitles (fundraisers) pursuant to agreements under which the fundraiser is to becompensated at least !fig,000 by the orgamzation. (i) Name and address of individual
or entity (fundraised (ii) AOtlvity T!!i!S::i
tzv;;i:y:(
oonlrlbullona?
4iv) Gross receipts
from activity
t!'loAr'e't:gfed al'dy)
fundraiser
listed in 00!. 0)
(vil Amount paid
to (or retained by)
organizatlon
Yes _j
Total ........,.............................................................___....._.............................,... >8 List all states In which the organization is registered or licensed to solicit contributlons or has been notified It is exempt from re,)istratlonor licenalng.
LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. 8t.hedule G (Form 990 tir 990-EZ) 2020 032Xl it-2ta-20
07360511 131839 006-001845 2020.05094 HE,LPLINE YO?JTH COtTNSELING 006-0011 288
Docu8i9n EnVelope ID'. AB2EOAA6-FO64-43EABFO17ED368
ScheduleG(Form990or990-EZ)&!O HRIiPIJ3E YO'O'TH COTJN8ELIWG, INC . .3377113824 Page!ffl Pun(b"abing EVelThtEl. ComptftheotgankaUon anawem 'Yes' on Fomi 990, Part IV, line 18, orreported moreThan $i5,ooooffundraislng emntmnhiamgces I on Fomi 990-[2, lines 1 and 8b. List everds with gross remipti greaterthan $s,ooo. * Grossreaeipts,,,,,,,,,,,,,,,,,,,,,,,,,,,,_,,,,,,,,,,_,, 2 Less: Contributlons ,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, 3 Gross income (line j minua line 2) ,,,,,,,,,,,,
(a) Event #1
FIIAVORS OF
THE FALL
(b) Event #2
WALK FOR
WELJJBSS
(c) Other events
NONE (d} Total events
(add cot. (a) through
x*lJ -kl(eventtype) (event type) (total number) U(II. palj , 7,052. 17,204. 24,256.
6., 058. 17,204. 23,262.
994.
994.
4 Cash prizes **iiiiii+
5 Noncash prizes ......,,.,,,,,,,,,,,,,...,,,,,,.,,, 8 Rent/facility costs *iiiaia+iaa*ii**avaiiii****iiiiii* 7 Food and beverageei ,,,,,,...,,,.,,......,,....... 8 Entertainment ,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,.,,,,,,, 9 0ther direct expensss ,,,,,,,,,,,,,,,,,,,,,,,,,,,, 717. 2,947. 3,664.10 Dlred expense summary. Add lines 4 through 9 In column (d) ,,,_,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,_ > 3,664.11 NetlncomesummaH.Subtractlie10fmmline3,co(umn(d) .....,,,,,................,.............,........,...,...,...,..,,..,,, 2 -2,670.Gam{nga Complete tfthe organization answsrsd "Yes' on Form 990, Part N, line 19, or reported more than 1 Gross revenue .,....,.,,,,,,,,,,,..,,,,,,.,,,,,,,,,,,,,, (a) Bingo (b) Pull tabs/Instant
hlngo/progressive blngo (O) Othergaming (d) Total gamlng (add Cal. (B} through 001. (O))
2 Cash prizes aai****iiaiiiai**i*iiiia**
3 Nont,ash prizes iii*ii***iiiiiiaiii*i
i aaa
4 Rent/facility costs ,.....,,,.....,,-.......,-...
5 0ther dlred expenses ,,,,,,,,,,,_,,,,,,,,,,,,,,,,,, 8 Volunteer labor %%#i%%#aiiii***i*iiiii*a**
€ Yea _____ %
D No '
[I]Yes ______ %
[J NO
€ Yea _,_,_ %
[ No
I
7 DIrectexpensesummary.Addlines2through5incolumn(d)
,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,.,,,,,,,,,,_,,,,,,,,,,,,,,,,...,,, r 8 Net gaming Income summary. Subtract line 7 from line 1, column (d) ...._........................,.,.,......,...........,,.......... 2 9 Enterthestate(s)inwhlchtheotganlzationconductsgamingactivRies:
a )s the organization licensed to cmduct garnlng activities In each of these states?b If "No,' explain: € Yes € No 10a Were any OFthe organization's gamlng licenses rOVOked, suspended, Or terminated during the tax year'tb If "Yes,' explai: [Jyea[JNO (Yl2Ce2 11-25-20
07360511 131839 006-001845
8chedule (3 (Form 990 or 990-EZ) 2020
2020 05094 HJ3LPIiINE YOU'I'H COSBLING 006-0011
289
DacuSk)n En 10: AB2EOAA5-FD8443EA-BFOB-929AAl7EDa!i8
2.3-7113824 Page3
€ Yea € No
8ctieduleG(Fomi990orWO-EZ)2)20 HEIiPLINaE YOU!E COtTm8ElIilNG, nfC11 Doestt+eorganncondudgamingaativltleswithnonmembeys?, 12 lslheorganonagrantor,benefialaryortrusteeofatrust,oramemberofapartnersh$orotheremityfomisd to adminmer chamable gaming?
18 Indlaatethepgrceptageofgam{ngactMtyconduotedln:
a The organlzdan's fa
b An outs*lefacJ
14 Enterthengmeandaddressofthepersonwhopreparsstheorganizatlon'sgamlng/spebwnbabooksandrss:
€ Yes[I]No
laaolo
Name >
Address >
15a Doestheorganizationhavea contradwitha them partyfrom whom theorganizat'on receivesgam?g revenue? ,,,,,,,,,,,,,,,, € yes € NO b If "Yes," enterthe aitiOunt or gamlng revenue received by the organization > $ofgamingrevenueretainedbythethlrdparty >$ c If 'Yes," entername and address ofthe third party; %amO >
Address >
16 Gaming manager information:
Name k
Gamlng managercompensation > $
Description of servlaes provided >
and the airiount
ODlreator/offlcsr [] Employee [] lndependentcontractor € Yes € No
17 Mandatory dimributions:
s Is the oiganization requlred understate law to make charitable distributions from the gaming proceeds toretain the state gaming license? b Enter the amount of distributions required under state law to be distributed to other exempt organizations or spent in theorganization's own exempt actMtlss during the tax year @ $ffl Supplemental Information. Provldethe explanations requlred by Part 1, Itne 2b, columns (lit) and (v); and Part Ill, lines 9, 9b, 10b,i5b, 150, 16, and '17b, aS applicable. A180 provide an/ 8dditiOnal Infamiation. See instructions. omosa ii-s.ao
07360511 131839 006-001845
/3)'
Schedule G (Form 990 or 99CI-EZ) 202034
2020.05094 HELPLINE YOUTH COtTNSELING 006-0011
290
DozSlgn Eme)ope 10: AB2EOAA5-FO64-43EA-BFOB-929AAal7ED358 032084 04-at-20
07360511 131839 006-001845
8ahedule €i (Fonn 990 or 990-EZ)
35 2020.05094 HELPLINE YOUTH CO?JN8ELING 006-0011
291
[)muSign. Envelope 1:D;AB2EOAA5-FO84-43EA-BFIB.-929AlAl:7E[)36!l:
8CHEDuLE J
(FOffll 99O)
Cosdon kdormation
Foycertih Offfoem,, Direators, Tiateea,. Key Empkiyeea,. and HiHhaatnrimpiin*ajnd bptay.g> Completeti theorgamtzatronansweyei "Yed' on Focm990, Part kV, linta!&>AthacThto Fom910.
Mo to. wwwa?q (ltantFriiim<lQt) Sr tnqtriirttnnq omit 4hp (sfpq* Imrirmminn.
NBLPLanIB YOUTH COW8RL:mG, INC
2020
Open to public
lrmectkiffl
Employer iderbtifiaation number
@p-7113824
:'nt'esna"'tries"vstiu"'aeSns'v"ale"e"y'f >aoto.wwwaq(l(imiName ofthe orgaribation BBLPLanIB YOUTH
jPaat i I Questiona Regardang Compensation
')a Checktheappropdatebox(ea)ftheorganmatioripravidedariyofthefollowingtoorkxapegsonlistsdonForm99C), Partly), Section A, )lne la. Complets Part }ll to provio%any celevsnt Iriformatlon vagardingthese items.[]pitst-class or chatter travel € Housing allowance or residence for pereanal use[J'rraveitorcompariions+ € Payttmntaforbuslnessuaeofpersona}msletaneie[]Tax Indetnnlflaation and gross-up payntents [] Heath Or mcia1 club dues or Initiation feesODlscretionary spending, acmunt [3 Personal servkes (auch as maid, chauffeur, chef) g t-amauieirmmdmdm@rldlatlThfma
[]%mnaleadeea(!auahamaidiohauffw,ahad)
Yes No
b lfanyoftheboxeaanllnejaareahecked,didtheorgaiThzatin}ollwawrtttenpolk,yiegardingpaymentor ralmburaement or provision ofall ofthe expenses describea abow? ff "No," t.omplate Part (II toexptaln2 Didtheorganizatlonrequiresubstantlationpriortocelurslngorallowlngexpenseskx,unedbyalldlrectora, trustees, and offk,ets, Incktdln@ the CiEO/Executive Director, regarding the Itetns checked on line la? ii
I
3 lndlcatewhlctiilfanyiofthefoltowingtheorganidonusedtoeatablieh'vet,ompensationoftheorganlzaaon's CEO/Exemtive Dlraaor. Check al( that apply. Do not check any hoxes for methods used by a related organization toeatabllsh compensation of the C)EO/Exeautlve Dlrector, 5ut explain In Part Ill.[JCompsnsation committee [3 Written employment oontract[]lndependent compensatlon consu)tant [X] Oompensatlon survey or studyOForm 990 of other organizaUons [X] Approval byths board orcompensation committee 4 DutlngtheyearidldanypersonllstedonForm990,PartVll,8ectlonA,linela,wlthrespedtotheflllng organlzatlon or a related organbatlon:
a Receive a severance payment or change-of-mntrol paymerit? b Participate ki or receive paynient from a stipplemental nanqua!ified retirement plan?c Participate In or receive paynient from an equity-based compensation arrangement?If 'Yes" to any of 11nes 4a<, Hat the persons and provide the appllmble amounte for each item in fort Ill.
Only section 501(a)(3), 6 €)t(c%4), and e01(e,1(9.9) organizations must aamplete lines 5-9.5 ForpersonsllstsdonForm99D,PartV)1,8ectlonA,Iinela,didtheorganizatlonpayorazmeanycompensation contingent on the revsnues of:
a The orqsnlzation?
b Any telated organization?
If "Yes' on line 5a or5b, describe in Part !11.
a ForpersonslistedonForm990,PartVll,SectlonA,lineja,dldtheorganizatlonpayorat,e:rueanycompensation oontlngent on the net eamings of:
a The organization?
h Any rslated organmtion?
n "Yes" on line 6a or 6b, descrtbe In Part lit.
7 For persom liated an Form 990, Part Vll, Section A, line la, did the organizatlon provide any nonfixed paymerdsnot described on lines 5 and 6? If "Yes,' desuibe In Part Ill 8 WeteanyamountsreportedonForrn990,PartV!l,paidoxaccruedpursuanttoamntraatfiatwassubjecttothe initial contract*xceptjon described r Regulations section 53.495M(a)(3)? If "Yes,a deactibe in Part Ill9 If "Yes" on line 8, dkl the organization also folkiw tt'ie cebuttabte presumption pro>dure described inFte4ulations set.tion 53.4958§a)? 13-IA For Papemork Reduction Act Not)as, see the Instructions for Fotm 990. 6b
7 a
St.tiedule ,- (Pain 990: 20Z
aaani 4
07360511 131839 006-001845
36 2020.05094 nLPLINB YO'UTH COiSlLIHG 006-0011
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Emeiope 10: 17ED358
8ThedulsJ 202o HBLPLnFE YOUTH COUN8ELING, INC 23-7113824P'ar!U Cmmt8, T sndHighedCiompansated usedupltoopiesHaddtUonalspaceisneedad.Foreach hdiyidual wh,:icc coniHgiiisatiaii niuc+ bo zpii(gd an Cchedule J, ispiL buitipoiiiliOl'l fi'cnai the organbJion on row (i and fmm related organons, descr)beJ h the &ndims, on rom (ji).
Do not net any individuals that aren't fisted on Form 990, Part Vll.
Nib: Tt4 'alm Of lurnns (E%l)'Ot0 br eadl lifted indMdua( must equal tne t@taT anX)Llnt af FOffn 990, Pad Vl), SedkOn A, ltne ta, app(lecokimn (D) and i(E) afflOUThtS tar thatindiVidUal. (4 Nye and Title
(B) E3raowri of W-2 and/or 1099-Ml!3C compsnsa!ion {Q Fletiremat arad (*erdderted
compenmtion
(D) Nonta+cabl@
benek
[E) Total of mfuinne+
zs_)(')-0:r) j
'-(F)-Com- Beneab- -
= ool_urnn (B)
caportai mdeifsrrsd
on p Fonrr E<[1
(t) BaBB
mmpensation
(iQ Boris &
inoentive
oompensation
(iii) Other
reporbbk.
mmpensdion
?'_i') m?ffi FAR!l_i= a '- m 156 ;'1'3_7. 0. O". 0. - 11,'177; -' _i67psx-a, --'-'-'--- --I I-',- a'A"
A"
)Y
TJJCUE.!'Vri DIRECTCm
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37 293
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TheduieJ 2020 H'ELPLIg 'tOUTH CO8BLING, INC 23-71!3824F'attJll ' lii(sxniiUuai Pmvtdetti@ information, OxplMm, or d<rlpknO requirm foF Part 1, nne8 ja, 1b, S. 4a, 4b, 4c, 6a, 5b. 8a, 6b, 7, and 8, andfOrPad {1. AtSO CempleVThiepd k)rBn7add}UC+nal iffflatiOnl &dsdid* Jfwtn !me
emifi lffl-M
294
[k
SCHEDULE M
(Forga 990)
Nonmaffi ContnThuUom
QpetitaPuhlk.
laspeettaa
mier k;nt&ation nugiber
23-713.3E!2!4f
k ComptmeiftheoraaThzaMonaanswegedl'Yed"oaFovmflW,.PartlV,linea29ot4fl. %pailmsntoffiThalrmvy kk Attach to Forni 990.
""""""""' " "' k [email protected]&SJO%i!rvhfAQOO;rob;iiibbiubaui.ibtuiJltialateetiJOrfflatiOn.
Wmaottheorgsntation
E
H!LPNaE YOn'ffl eCfflSJ!L2[, 2XC
{Pane 0 rypeaofProperly
€a) i (b} i 40)
2020
t€k)
Method of *termWng
nonCaSh contr)but)Clr} arriounb
t Art-Workeofan
2 Art-Histortca)treasures
3 M-Fractlonaalntereets
4 Books and ptiblk,ationa ,,,,
6 Clothing and housshold goods
6 Ciars ana other vahlclaa
7 Boats and planes
g Inteltedual pmperty
9 SecurRiesPubliclytraded
10 SecuritleaOloselyheldstoak
11 SecuritmvF%rlnership, LL(J, or
hust interests
1,284.FW
4,183JMV
Securities - Mlsoellaneoua
Qualified conservation contribution
Historic stiumuras
Oualltled aonservatlon contribution-Other
Real estate- Resldentlal
Real estate-Other
Collemlbles
Food Inventory
TaxidermV
Histork,a( artlfacts
Scientifk, spglmens
Other kk ( :EIYGIENE ) X 10
Other r ( BABY AND TODD ) X 1 1
Other > ( MI8CELLANEOU8 ) X 7
Other k I TOYS= ) X 3
Numhet of Forms 8283 reoeived by the organlzation during the btx year for cuntributlons forwhichtheoiganizatloncomplsted Form 8283, PartV, DoneMcknowhidgement 110 M
26 648 LMV
2 42 FMV
29 70 Qo30a During the year, did the orqanizatlon mcelve by aonteihutton any property reported ht Part I, lines i through 28,that It must HOld far at feast three Year!a from the date Of the initial cofltribuaot%i and Wh[Ch b3n't tegulred tO b6u3edf'Xexempt purposes forthe entire ho!ding period? b If "Yes," describe the amingement in Part II.
ai Doestheorganizatlonhaveagiftacceptancepollcythatrequiresthareviewofanynonstandardcontributions? 320 Doestheorganizationhkeorusethlrdparbsorrelatedorganlzationstoaolicit,process,oraellnoncash contributions?
b lf'Yes,'describslnPanll.
33 tftheotganlzationdldri'treportanamountlncoklmn(c)foratypeofpmpenyforwhmhcolumn(a)Ischecked, describe In Part II.
Lt-IA ForPaperworkReductionj%tNotiw,aeethelnmuationat'otaForm99D. at
X
x
Q31}4t lt4a40
07360511 131839 006-001845
39 2020.fl5094 HRLPL.m YOUTH COWlmtni(l 006-0011
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295
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ScheduleM(Form9Q2(M!(1 HELPZi.nffl ?0KF'H C(XJ8BIJJQ, :['H(! 23.-7:kI382a Paqei27 SuppleamentaRktformatfoa-.pmoviae.tieiiormationirequiteohyparhb,iiwssobiszb,an.o'aa,anaiwietherrie.om@amizatiam:
is reportirig in Part t, column (5), the.nmbet-ottibne, the mvkis o! item recatvedi,, or a eormblnattoa ofboti. Also complete€Flf8 paF} fOF an)" ad(}ittallaj IFiOflmlatiDJ'li SCHEDULE M. PART I, CY)L'uaQf (B):
aOLW B UPRm8J!fig TO'Pj'ab m OF CI!X)TXO!TB
fl tl
07360511 131839 006-001845 202O.fl5094 HEliPLINE, YOUTH COSE:)..TNG (D)6-eel:[ 296
DocuSlgpEnvafopa l't';AB2EOAA5-FO6443EA-BFDB-929AA178358 Name of the organization
ffimpi;into-pravtaa'ffim-rriaRo;-fo;respa-nsea-toapeaifia-question;on I 202OFsm 99 €).ov99O-EX orto provide any additionai InforrnaUon. aotowww.lra,qov/Forgi99Qjortt*kiJtmformation. 1. hipsidHatt II Bmployey identffication number
23-7fl3824H"LP'L.2NR YOU!!3 COUb?E3ELING, INC
TREA'WJT EIEIRVICJ3S..
FORM 990, PAR"P 122,. Ii..u%?B 4A, PROGRAM !gERVlCE ACCOMPliISHaS?T8:
REPLAC[T 'RA!NING; ThD2VIDUAL COBI!'IVE BBHXVIORAL TH:ERAFY# TRAUMA FOCUSED COGNIT:[VE BEJIAVIORAL "fflERAPY7 CHIT+D PAREN!' PBYCHOTH:EIY; MAGING A ADM-'ffla PRACTIC'EJ IN!'ERPEIRSONAL PSYCHOffilRAP7i MA'RIX MODEIi FORYOuTH; TOaRD8 NO DRtJGE; BOTVIN'8 LINE 8KILL8 TRAIN:DK"i A?'[) (J.I81S ORIENffn RECOVERY SERVICBS.
IN FY 2020-21, HYC PROVIDED 359 CHlrDRm, YOt7'ffi AND AWL'I'S WITH COMPREHENSIVE CIIINICAJJ !')EIRVICBS. CIiINICAL SERVlCnS PROGRAM8 INCLtJDHD COUNSELING EIERVICES AND WBAPAROUND SERVICES. IN RESPONSE TO THE C,OV1D-19 PANDBMIC un HEALTH ORDBR8 ISSUBD BY '!HE C€)tmTY OF 1108 MGEIE,S BEGIffil:[G IN MAR(:'H 2020, HYC :18TITUffl) ALL REQUIRBJ) HEALTH PROTOCOLS AS OU'['LINED BY THE COUNff FOR THE SAFETY OF AGENCY CliIENTS, STAFF, A6 VISITORS, I:[LUDING WEARING FACE COVa:n!TGS, PHYSICAL Dl8TMaNG, AND CLEANING AND EiANlTIZJ.NG WORK AREAS j'a BRHAK ARRAS IN OUR FACITJITIES. !9TAFF FOIILOW HEALTH PROTOCOIIS WHEN DELIVERING 8ERVICES IN fC. OJ?FICES A IN THE FI3IJD. HYC :[8 CONSIDERBD A!'J ES3HffIAL XMPROFIt' PROVma 81RVIi [LE (mLDffl, YOUTH, AND ADULT8 BY !'m € COW AND HA8 gR CLO8m DU'RING Tg PAm)RMIC. OUR ORGMI3!ATIQN IS UTILIZlm A HYBRCD MODa OF IN-P&a AND HIPAA-COiLlffl !'BL!18ffi mffCR8 BAam) ON CLIW PREF!mENCR8 AgD :D8. !C IS aOMM 'm NN8UR:Lffi ?ANIIiY AND 5Iff 8TABIuff BY PROVI:DING YOUTE AND FAMIII:!!!8 Wlt'H t!l'! € RESOURCBS TO. MEET ffEIR BASIC iHD8 0F HOU'SING, FOOD. AND EBSm'!JJuLHA For PapenMOf'k Re€klct[On Aat ('4otiaei Bee the 121!!tnH,tiDn8 fat' F4)rm 990 @r 990-EZ. SahOdule O (%rrrt 990 0r 990-EX) 202)ffl2211 It-a)-K) 07360511 131839 006-H1845 2020.05094 mELPLlffl YOUTH COUJg8ELINa 006-0012 297
DocuSlgn Enve$e IDi AB2EOAA5-FO64-43EA-BFOB-92@AAt?ED368 DI STRJJ3.Uff(>M 01F FOOJ) BA8KfS, CLOTHING, BAEIY m T0:DJ]uR 043 -1!'EM8, A € SCHOOL SuPPIaEf FO:El CHILDREN A)SFD Y(Xffll A, IrIa:Na CJalNT8 Mu SuPPOR!ThG THEIR mEAlff3 AND ECO!JOMIC
(ff 8 WITH m80mcms
STABILITY.
FORM' 990, PART III, LINF, 4B, PROGRAM SERVICE AC'CO!It28HeJTS! IMfflRVFaTIO.!? AND PREVEN!'ICW SaVI(JS, PARENTING EDUCATZ €m Am TJIFEI 8'KlLIa8, AHD FAMILY SUPPORT 8ERVI6S. Ali80 AS PART OP !'BH. UUy.t;viuzvio.rx SRRV:[CES PROG#, CASiE MANAGEMiT STAFF WORK WITH uNDmRSHRVJ3D POFDLATIONS INCLt)DING ?7NINSURED AND HOME1.E18 C'L2ENT8. CT;IQS REC21IVE INDIVIDUAIJZED CA8iE MMfAGEMENT SERVICES! DRSIGNBD TO AS,8IST WITH !WC'C!RE!!lffLTaY OB.ATJnlC4 AFFORDAJQ nRAJTH 00qGu, RAVI9ATp-24 - a* HRAIiTH CARE 8Y8Ta AND At'!AI5K1
[m8.
IBP!X)mq HOu81a Q.UP(g CLIm
OUR HOMELESS 82RRVICE,8 PROGRAM DBLIVERSONE-ON- €mE S!!RJIBT OU'fflEACu A COOuINAffl) HOUSING AND 8ERVJ.(J IN'I'ERVEmTIOXS FOR HOMELE88I:IVIDUALS AND FAMILIB!3 LIVING ON 'EE STREETS IN VEWON, BEIiL, BELL MUS, COMMERCF,, Ct)DAHY, mTINGTON PARK, MTh700D A!D !'>OUT!-I €IA!'E, WITH THE GOAli OF ACHIEVING PERMMHNT HOU8nTG STABlLXt'Y.
IN 77 2020-21, i PROvzDm> 1,s.05 cmltammi, Thm'H m xmy-wz.q.;tm GO)OaJIt'Y Am HE88 SRRVI €J8 PR(X, WHI(51 IXLaU) OUR YO?JTH aRRVICR8 BUREAU glum ADOIiES5 YOuffi M RIB!C OF :[NVOLW WIt!! THE [ST:03: SYSTRMi W:[rTIRR GANG ALTH5A!"JVE PROGRAM PROffi2NQ, -,uzz*a*t-zo-zo &heduleO €FormSchedule O(Forni ffi)or 990-EX) 2020
2020 05094 HnLPIi.Ifl YOU'J?H COUNSELING 006 0011
07360511 131839 006-001845
//'7;'
298
[)ocu81gp EsteJepe )D.
ELEIMEJ"ARY AGE8TUDEtQT8 WITH C'MG AW8S F;J)UC'AT':[CWi COMMCM.TTY QRGAhTIZ2! BUILDING SKIL!iS AND) CQMNJITY FOa :[iOW-ZRCOM!R FAM:[Mm8 AT PROGRAMBERVING YOffH AND THEIR FAMIL'! :uMBBRS7 COMaST[:ff EDtFC'A-T:)pH !RAFFICKINGi HOMELESS 8ERVICR8? GINDa SPmCIFIC PROGRAM FOR ADOLESCENT ?BMALE8 AT RISK OF GANG AFFILIA'!I(ffl/WOLVE,MEW? AND OUR BMPOW2!RMW PROCtRAM PROVIDINCI YOUTH A!' RISK OF DBLQ2UmNCY AND JUSTICE SYSTEM INVOLVE)aSlT WITH POSITIVE ADUI!' ROI,E MODELING A6GUIDM(J RgGQ:aG EIXTCAt'lONAL At'D VOCATIONAL OPTI(MS ' BUILD (2ARRE1R PATHS AND EiELF-SUFFICIENCY.
RRM 990, PART III, IiIa 4C, .QOaAW SiVICE AaaO)[E'liI8fflff8 t ,, NR(.IC'T AWf) Iet!!A8TJG CHILD EiJ'aPffl, Am BUIIa)nm aPROTRCTIVE FACtCR8 WIffiI)J FAMILI!El. HYC COffI:ffJ!D ITS PROMOTORA PROaRAM A8 A COXPCaa! OF IN-B:OME FAMILY PRE!3RRVA!'ION aaffCl8, WITH )E'Ia8 '!O mi !'HI8 PROGRA)!I TO AUCaN!' ADDITIONAL HYC FA)LtLY 81RVI(.E8 PROGRAM8. PROMOTORA8 PROW:IDB aJL&Y BA8ED XEffAT.i HEAIiTR WPORT TO (aRGIV&l '!O REDtT(J MEafiAIi mlAIiTH 8TIaMA, I)@ROVE FAMILY COPm 8JCJ:LIi8, AND IiIg FMIIiIEQ,WITH A(Y.ESBIW 81RVICRS.
IN FY 2020-21, HYC PROVmED 1,735 affl, YOUTH AND ADUIiTa WITH FAMILY 8ERVICE8 JROGRA&i, WHICH I)aUDRD O?)R ff8ION8 Iim(4 CiBRi A €!ADmC Am) THEUTIC PROGRA)i !'OR HIGH 8alOOL A(m YOUTH Ca!i PROBATIMH FAMILY pREaERvATIOHt IN-!KaDi RARti! JJTjmVmTl(JN AND J!DpTION FOR FA)aIiIB8 WIffi CHm AT RIa OF aR mRRIiCm CHIIJ) ABU!'>E AND/OR NmGIiHCTi PROMOTORA
A88J[ETAN €,E FOR FMILIRS NE,EDING
07360511 131839 006-001845
PROGRA!Xi CUIiTURALLY 8M8ITIVE
ACCESS AND :[aJKAGE8 TO MAL HF415TH /!/7
43 2e20 05094 fiL.PL:KNE YOU!'H COUN8F,I,ING O.06 0(12) 299
DoeuSlgn Emte{ope )D: AB2EOAA6-FD64-43EA-BFOB-929AA$7E[}36& 708 990, PART III, L 4D, Ot'HHR PRO( snV:TCJj9t aUB8!'A?JCE USE 8ERVZCH6!i ffi HYC gml8!'ANCB ABt781 A?€ !RRAt'afl ?ROGRAX EROffDJ38 DIRECT OUffATIEff 8UB8TAX,!e jU3UaB C'OU'N8NIilG TO YOU!'H AC138 12-17 i, W OF WHOQ 4Vj € (D-O(, €!ORRIi MBffiAL ffJaQ pI8.ORQBR51, A'a THRIR !'AXILY mBR8. HYC IS AIi80 CWRM.TID TO PROVIDE DRUG MEDI- €,AIi OmpAtilW DRM-flBm a'tmm'mm TRmW 8BRVICE8. TnovoH THESE 8ElRVIa!8, HYC A8818T8 YOTJTH ? TmlI)R I!)CAL COWIT'[S J!ND BCHOO4 DT8TRIC!'8 TO ADDRB88 THEIR EIUBSTAmCJ! IS8UR8, AC(B8! (an, AND At'!'Am 80BRllff. nC! PROVIDER DIRBC!' :n!€ l'VIDali, aROTJP, lm )EPAXIIiY C'Otna!LIXI, (2I5I8 INTaWI(J, tTR:[aT.iY818 TESTING, AND (,ASH MAaGm 8NRVICBS J'OR CLIEfiS AND THRIR rAXILY aa&l IXE'ACt'm) BY St7BffA)a U8K ANJ) ABUSE. FOR PARTICIPANT8 IN NEED OF RES2DBNTIAIi TREATM SERVICES, HYC MAIN!'AINS AH EXTfflSIVE NRTWOu OF PMWBR ORGANIZATION8 TO WHICH fl nnyga A8 NEEDED. IN FY 2020-21, HYC PROVIDED 2,242 YO'[J'ffl AND ADULT8 WITH SUBS!'MC.E ?JSE 8ERVICES, WHZC'H INCLUDm) OUR ALCOHOL & OTHER DRUG PREVEffl'ION PROGffl7 DRtTG MBDI-CAL OUTPATIBffi TREATMW PROGRAM2 AND jUDOLE8CEff PRmION 8ERVICM8.
OTHER PROGRAM SERVICES : HBIiPIiIm mUt!! (Y)UH8RtiIm,Wffi ti-u INC., PROVnBS A a@mdub04Pa#WIW)Waa)m44
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Helpline Youth Counseling
Income Expense Summary
Budget 7/'1/22 to 6/30/23
APPROVED
INCOME: EXPENSES:
Government: Personnel:
DMH-Outpatien) $ 853,000 Salaries , s 'z,nia,yss jWraparound SPA 7 & 8 DMC
$ 1,200,000
S 545,000
Fringe Benefitsf $ 1,163,902 ii - -- - - - -- -- -lTotal PtrsonneJ Expenses -$ --B,57j-,730CAL-AIM S 120,000 ICMS
--PATH.CES-LAHSA-RC F"'$-"s=:tosoooo
PATH-CES-LAHSA- HN $ 145,000
LAHSA - RRH 5 2,544,000
____LA_ HSA_tP_R_K_ 7_M_ !yfatrHotel
PATH COG
$ 162,675
$ 16,021
-" - ' - ""'-Facilit-y
Repair & Maintenance r,060
LA County CDBG $ 20.000 Rent (all facilities) $ 179,200 Norwalk CDBG $ 18,000 Permit & Fee $ 13.000
CALOES - MV $ 181,145 Copier (all facilities $ 23,400 CALOES - RP $ 65,000 Te-lephone (all facilities) $ 103,100 CAPIT $ 310,200 Utilities & Security $ 120,000
Family Resource Center $ 24,775 Total Facility Expenses $ 598,700 CalWorks DV $ 275,000
CSBG S 2,200
FP - SFS $ 560,876
FP - Be}vedere $ 578,108 Recruiting $ 23,000
PEP $ 350,000 Audit $ 32,600
CCP $ 600,000 Board/Executive $ 400
EYC $ 367,760 Consultants $ 245.800
Dream Center !B 250,000 Equipment & Computer $ 21,200 YSB $ 155,751 Fundraising Expenses $ 20.000
Gang SAI $ 50,000 Furniture Purchase $
Gang SA2 $ 75,000 InteresUBank Charges $ 9,000
JJCPA $ 81 ,844 Mileage $ 56,000
YDS Diversion $ 92,000 Office Supplies 3 35,000
LA County - Liberty Plaza $ 276,000 Payroll Services S 50,000 LACOE $ 22,4-16 Postage $ 2,900
Total Government I 10,878,071 Prin(ing $ 2,70C1
_ ____Pr_ogy_am___Exp
SubslDues
$ 1,800,0 €X)
S 2,000
Private
Foundations & Corporations $ 602,500 Training $ 50,000 Fundraising Events{Donations $ 117,500 Veh.MainURepair $ 'i,000 "Board Contribution $ 2,000 " Vehicre Gas $ 8,000
LCP Room Rental $ 80,000
$ 2,359,600Toml Opertiling Expenses
" In addition to Board contribution in fundraising events. II Insurance Total Private I S 782,000 G.L./Auto $ 51,300
Cities Total litsumrce E.speiise $ 51,300
Cerritos $ 7,200
La Mirada $ 2,000
Paramouni $ 5,000
Total Cities $ 14,200
Total Noit-Peisoiuiel Expeiises $ 3,009,800
Total Income $ 11674,271 ' Total Expenses $ -H,687,330 -.___l i xcess aaqt ___!!6,941
Depreciation: S 48,400
Excess / D S 38-,541
I I OperaUng Reserve:
I I l Excess / m'b.S 38,541
i<u
8/26/2022 10:21 AM
304
ROBF,RT F.PA8CUAL
7052 White Oak Ave. @ N,alteBallka, GA 9'l406 (323) 527-7223 a mbeascuall@gsai!com OBJK(mVl
Bstab}isb a co!taboyatBveworkjng i}ajiona!aip with a dRriiaa}beatmiieat team tofurther enhance may iAiJcaN sk&wMe upkho}ding jkiepvofessional yeputaNon of'the arganmtioa Chvmiemtimsmdim)iMFTTfflineeWiTh diwmm eaaes.
ThaaghtffikiJ
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Cmfldemt
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EDUCAIION
2016-2019 Mlastm'wof8cimieainCoumdag Calia3tak*,LosAqgeles Option in Marrmg*and Q Therapy
Emphaab hiPupilPersonnel Savioo midChild Welfbre&Attandantv 2015-2016 BaeheloramArJn'Pqehology CaNiformiaStateUniversKty, LosAngeles 2011-2014 AasoeiatehiArtainSoeiaj&Be+havioral8eienee
Assoeiatejn Arts h Natural Maneas
Associate ia Arts in Pphology
Pasadeua City College,Pasadena, CA
2022-Present DireetorofHomeless&HousingSupportSemces
Helptine Youtb Counseling, Inc.
Oversee programs mderHomelests & Housing Support Services serving over200 homeless clients.Plan & Tinplementprograma such as Recovery RehousinB, Housing Navigation, Stiwt Outreach, SUD PeerSupport & Intense Case Managenxent Services ASSiSt Program Managers & Clirfcal Supeivisors with crisis-related issues Support staff with tauma informed ire and harm reduction strategies to best gene our clientsManage financial budgets oyer a million dollars between different contracts in the departmentRespond to requests for information from the public, elected officials, and other cky departinents relating toproposed and contracted services MonitortheHomeless Services pmgramg to ensure compliance with ethical & legai standams to eriaure thatservicesmeetorexceed contrac% funder, and agency standards * ProvidecoachinganddirectaupenisiontomanaHersandstafrintheHomeless&J-lousingprogratn * Provide regular and appropriate feedback and training opportunities for professional growth to. staff2021- 2022 Homeless 8ervices Program Manager Helpline Youth Counselkig, Ine.
ii Provideoversightandsupervtsionofstaffandenaureeffectivecasemanagenaent&outreachserviaestoc]ients Responsible for monthly reporting, including, butnot )imited to tacking !ogs, billmg i@orts, demographicreports, monthly narratives & annual reports Collaborate with Nocaf agencies to,provide supportive services to clients * ASSiSt staff to effe;'tJveJy & e&iently overcome alient barriers to meet iniividual needs meet client needs* Advocateforreaourcesneededtoeffective0helpclientsreceivepermanenthous% * Serveasapriniavycornmuni(yl;aisonfortheHomelessProgram 2021 -Present Project Manager
Helpline Youth Coanseling, Inc. Pyoject Roomkey,Los Angelea Oversee a etnehgency yesporbse y+rograrn of over 200 homelessparticipants.
Supervise a staff of 60 to efficiently schedule and coordinatethe daily operations of the projectServe as the piiary jiaison for allProject Roomkey partners (LAJNSA, Seaurity, Numing, Hotel..)Collaborated withHous% Navigation l'eams to assist with housing oyportunities forThe particjpantsIncorporated Counseling SkiUs to yrovide Conflim Resohtioti tothe participanta and staffCreated a"Person-Cemfeyed" env#onment for all participants, staff, mid partners ofthe prograna /4!'7
305
202O-2ti22 LeaaSteJ)mee €or
WeinHByt ProJ,ed Roerokey, LosAnge}es
a= Leadastaffof]2-20toeffeetfvelymeettieneedsoftheeTomb ctjveIy weuik with sexvioeprovidetsto amr&katie senicefoyjme clemtz Conducted intakes and assessment for incomjn@ cjients focPyo3,ect Room Key * Developed ama Amyiernested floor coveraga assinmemt foyDisamy Senice !Mxfceys a= WorkeaeJoseNywNtbSiteCooraffinatortoeffeettve)ytraokdatiaof'sentoe.@rovMe4toclien(g * A&Vo>tedfoycJjettitsuccess,,strengtAs,ando.pyortumftias 20:}7 -2018 IPupiNPeyaonneNServiee/CbildlWelfare&AttenaamceCeuaseTor !effeson Middle Sehoat( Sap GabrieN Unified School I)mtrie € Suppatt-
%senMto maemtsm A-G quirements, Ba&n aaad aataadaaoa pojiay- Adv'ooated'batudenlsueeesa,dlmdha,&OppaKunitiesmpWeatmaddwkhteaehera a DapedamNmplemenbxHntarventionsfbrstudantswi&
"+ AokivaJypstrd$6dinIEP,504,ma3M'4ama%andCFt'!ammon
2017-2018 Mamiage&FkmtJyTherapyTrainea
GabrWbio F@h Sehoal Ran Gabriej Unified School t
'1 Pdonnadmtakesamaasemmantforolient'sfltneaa'Rxtbampauticwotk - PmvidedMvidualthefflpy'tohighSohoolStud € tsw'ThmuapTeaaattJgptOMem ii M*tajmxlpm@easnoteafgallcliatstoeneurap'opardommiatadanofaeesNoeemtstandintaventians h Coltedwithauperviaoaxaadttamamitopmidaemtffisdbmaona
s Pam$ated tn AJc assessments and DCFS oonsultatioas
2016-2017 CounselorhiTraining
CaMornm btelMvvglty,laaAa@da
ii Fuil hidividual and family gmup oouna seaaiona h Devalopedandmaintainedaneffaativepmductivatherapeut'oralatianab%bmthohants s Dawlopedandimplemantedtteatmatplanaandcllontrepota'kindtvkluah,ax@lea,andfkitnilies s Partia%inweek§olinimlaupervmonandtraig
Co-tad ad >facilitated gmup oounseling smiona foramale anpowarmantgtoup at Stevenson MiddleSehool llYl'El'biiS €iNAi, EXPERIENCE
2017 -Present ProgramDireetor/Coach
Northeast Los Angeles Evolution Basketball-Los Angeles, CA * Handded aay-to-day management aiid operations of the basketball program * Organized reciitment and evaluation of atbletes
ii Memberofthecoachingstaffforfourbasketballteams
* Coordmatedfundraisingeventstohelpfundfortournamentfees,andequipmentfortheteam * Scheduled practices and tournament gaines for the program for the past two seasons 2017-2018 Presidentofthe8chool-BasedFamilyCounselingAssoeiation California 8tate University Los Aaigeles -Los Angeles, CA * E)ectedtobethePresidentoftheSBFCAssociattonbythe2016CohortClass * Workedcloselywithprogramcoordinatorandfacullytoplantrairtingsuidworkshopsfortheprogram. s Facilitated bi-weekly board meetings to ensure each board member ts supporked an& working towards goals * Plannedfundraisersandraisedthemostmoneyinthehistoryoft&e8BFCAssociationtobene'fittheprogram s P1anneaaProgressNoteTakingtrainingforMFTtraineesinoitrprotopreyarethemfornotetaking. h PIannedaFNeldworkworlcshopforseoondyeargraduatestudentstoequiptheinwiththetoolstoaucceed b Develop a mentor program for the School Based Family Counseling Program for first year studemts inpreparation for tbeir first year of gixduate school 1999-2016 VolunteerYouthLeader
Saint Domiuie's Catholic Church -Los Angeles, CA
s Pvoi'notedtothecoreteamoftheprogramtohelpexecuteandfacilitate'week}yelasses * Collaborated with the Youth Miister and core leaders in plaming rettiats, fundraisers, & counity activities ii PNanneJandorganizedgmnesandactivitiestoengageotiteryouthleaaeiandstudenh Taught classes and led large group (80 studmts) discussion in tbe Comrmation Pig Traini youth }eaders to facilitate @oup work and discussion Faeimataaiteam btulangandsoda? biterac&m widiyouth km sepws*osu angles and sdiaxm Counsalad andmentoredteanagera msoahd, ediiaa&>ml anal 306
tuis Jonathan. Mejia
10521i Rosewood Ave South Gate, Californio 90280
626-771-7207
Lj,[email protected]
Work History
Helpline Youth Counselinq
2021- Preserrt
Recovery Rehousinq Manaqer
Provide oversight of Re-Housing Progrom.
Guide staff in implementation of culturally competent and trauma- informed careDevelop, train, and coach a team of field-based staff who will provide treatment planning to Participants who have been temporarily housed through supplemental services, or who may be sheltered or unsheltered.
Provide support to staff to ensure Farticipan+s received the level of case management needed and are assisting Participants by securing housing, basic needs, medical andmenfol health services including substance abuse treotment when necessary, jobtraining access, and public benefits where eligible.
Collaborate with Lease Up to assist Participants in locating permanent housing.
ASSiSt staff to identify Participants who can be matched to Permanent Supportive Housing (PSH).
Work with stoff to effectively meet Padicipants needs and resolve individual baniers through follow-up, advocacy and collaboration with HYC staff and other communityservice providers.
Provide crisis intervention and group facili+a+ion CIS necessary.
Utilize evidence-based practices in service delivery such as intensive case management, Motivational Interviewing, Harm Reduction, Critical Time Intervention, and Housing Firstpractices.
Develop and maintain relationships with Participants, staff and IOCOI service providers, participate in community meetings pertaining to services benefitting Participants, andserve as C) representative of HYC at community events.
Participate in weekly individual and group supervision, in addition to other agency meetings and trainings as required.
Provide regular, written reports to the Director of Homeless & Community Services andadditional reports as ossigned.
Facilitate tronsport of Participants as necessary for housing and job searches.
Other duties as assigned to support the mission of the organization. Reasonable accommodations may be made to enable individuals with disabilities to perform the essentiol functions. Competencies (l.e. Flexibility, Communication Proficiency, BudgetManagement, Relationship Management) Team work
Union Station Homeless Services
2017-2021
307
%ousing. Naviq,ato(i
CurgeFtlY m:QFl.(:[ge a C€lSt34Qa6 (Jfi 3O porlKdpants rKlcruClng Hometess PFeVefnflQTli and Cooydin.ate rndfflvrd.ualfzed ?.ousingi ri.eetjs assessmerx+ forol[ referyed clienfs and woa wU'clierijs to deve$oz tndMduokedl housing plons andl address barriers Monrtor and evaluate each drant"s progression. tt'vough flair hiousing seorc)h. p.lon., ond:deveiop conective action revisfons to !)rie plan C)S needed Create arhd rna!ryioiFii list ofavaiiaibte Dousing optloris. for c)tents ASSiSt clients with housingi a:pp)fcaBoris, complete supportive arid subsr&ed housing paperwork, SU:rVe'){ rerhtol. markaj Toy afforioble Thousing, and advocate for cTh}enls withprospective laridl:ords Maintain cltenj rekted dots trackjtr.g systems, inctud(ng case nones ond complete HMISeritries * Prepare case-rekded reports hdudig oufcomat successes and chafflenges * MalntaincornpleieandaccuntedocumentaNonofserJceobiectmesandoukornesex, well CIS other services in acce with Federal, State, County and agency guldelines * Performed housing tnspectk>ns far pemoriemly housed families Welnqart Famlly Soluflon Center
2016-2(]7
Housinq Case Manager/Housinq Locator and Inspector
* Coordna+elndivkluahedhoustngneedsassessrnerdforallredcUenhandwork with cbnts to develop tndMduahousing$ns arc add bamem * Monttorandevaluateeachdmt'sprogressknthroughlhethoustngsearchp!an, and devek>p conecifve actinres to the p(an as needed * Createandma?1ak'ibbolhbbhousingoptforclJents
* AssMclienlswtlhhousfngappkns.compteiesupportiveandsubskmed housing paperwok sumyrental rnarketforaffordoble housing, and adate forcUentswti prospecfivekindords * Maintdndienfrelateddalakocktngsystems,lrckxenoiesandcomplele HJ'AS entries
* Pmparecase-relatedreporlsindudingouicornes,successesandchallenges h MalntalncompleteandaedocumerdalknofserJceobjecThmandoutcomesaswell as otherservlcmtn accordancewfflh Fed,Stale, County and ogencygulddnes * Ou*reachloreallors,landlordthoudevmopersandotherhousJngpro4derstoklen% newand extling housing opporfunmmand bukl a strong Inventoyofamkffi houstngop'ttonsforcbnh * NetworkwHhotheragendes,coaaHons,andanendoppacablecornrnunilymee * Maintain a Housing Dkeclary foal include documentafion of d comacts with housingpmvlders * Pm*lehousfrigcounsefflngandbudgetlrainirigforclientslohelpprepareihern%r housing
s Developfraink@andwoatshopsfoydientsandtheorgari'kin'sslaff,hdudihgtenarit ilghls and responsibi&s. homng dsmrninatton, communioatlngwith kxndk andothers s [email protected],houfflngcontactsandotherperlient hfomnation inaccordancewith agericyand beststandard pracke h Research housing lopk,s, collkt ar'nd orgonTze housing informaNon for cNenls md staff * ConductbaslcbskUbwoopsatlhedNrecknofsupeivbor
308
* S,evve m a Uor+so.iri: jo s.he!jey pco.vi:oJers anidl fam[ties for p!oceen4'.. * Wovk wittti €l:geFl.C'9 y:iayfners. Iric(udtng focal government, rhorbprrof&j a.g.en.ctes,b.usKnesses, onidl the takti communtty, o.s needed or ossi.g:ied. * PtJK$ate ftq s.k:iifi kaiRng:, sffoff m:eeffngs, arxi develop:enk acNVfjies €16. d'iyecjei.* ('erform ojheii CliUjfeS OS dfrectea by supetrvisoc.
Farriily Respgnse Taom.
call.> of fariqilFes prescyeernedi by 211LA Couriiy and partn.erFng agencies * Receive,screenandtrtogereferrolsfrornwolk-insandofherco)llaboyaftVeparfners * Conduct sta.ndavdfzed screerxing and trioges lamilies imminently at-yisk and homeless* Work in cmratnatfon with. the FSC Case Management teom arid HFSS alsis housingprov!devs to ensure seam!ess arid !rii+egrated care for horrielless faimilres. * Schedule. oppotntmnfs wit!> an FSC case manager for completion of the standardizedossessmerbt a Divert farnt)ies to other sources of ossisfonce when possible * Screen ond tmmediate§ mdress sofety concerns; fomilies with idenf'ifled safety concernssuch as domesfic Violence are immediotely connected to a domestic violence shelter* Conduct china safeiiy screenings @ Develop and implement crisis housing plans
* Connects families to immediate supportive services OS needed * Data erifry irxto HMIS
* Coordinate with the DPSS Home(ess Case Manager for iniiial eligibility assessmerxt ofCalWORKs beriefifs * Provide tmnsporfation assistance as needed
* Follow-up activities to ensure completion of the crisis housing plon * ASSiS+ with processing, verifying, and issuing housing assistance payments to third partyvendors suc% as security deposits, motel voucher payments, rental assistarice payments,utility deposits, etc.
Steriqenics Internatk)nar
2004-2013
Facility Trainer/EH4S Sofefy Officer
* Selected to 'lmin new employees, funcHoned €13 ongoing lead person and ossuredquality of process. * Malntatned contIriueous operator and quality training for employees at the today.* Trained employees on new/re'vised procedures * Malmalned continueous training on health and safety. * Developed froubfe shooflng guides for maintenance and operoflons persorinel.* Developed equipmem drowings to help train maintenarce and operations personnel* Developedfacil!tyjobaids,worklnstructionsandThrmstoimprovequalliy. * WastheinterlmValidafionCoordinatorforseveralmonthsunfllacanidotewmhkedto back fill the posltion.
@ WCIS imperaffve to irnproving and enforcJng facility safety. * Helped bring the fac))tty in compliance with local and state reguk>lions. * Asslsted In generafing operations reports and delic{ancy investigoihzs. * Assisted In performing CAPA and CAR repom.
* Lead audnor for focility walkthroughs and Safety officer for the safety comrriitee. friierlm Process Supenbor
a Handledcustomerinqulries,complainfs.managedahigh-volumeworkkxmwithfn deadline-dmen envmnment.
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Successfully diffused volatile customer situations.
Provided weekly operations reports to GM
Provided weekly revenue reports to corporate operations.
Reviewed and maintained PM documentation from operotions and logistics Skill Set
Bilingual (English/Spanish)
Completed HMIS trainings (Coordinated assessment, Rapid Re-Housing) MS Office / Excel
Strong communication skills
Provided quality customer services by contacting customers with ptoject issues.Possess creative problem solving skills by mointoining project schedules.
Exceptional ability to build productive relationships, resolve complex issues.
Education and Training
Currently enrolled Cemtos College (Completing AA/Tronsfer for BA) LAHSA HMIS training courses
Completed Hacienda LO Puente Adult educotion (Psychiotric technician program) Completed course training for a variety of OSHA and DOT classes Completed course training for first time Supervisor Completed SteriPro Ethylene Oxide training seminar Completed RMP/PSM training Seminar
South gate high school
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Locations
Main Office
(562) 273-0722
Liberty Community F'laza
14181 Telegraph ROad
Whittrer, CA 90604
Norwalk
(502) 864-3722
12440 E. Firestorie Blvd. #316
Norwaik, CA'90650
LongBeaeh
(562) 880-0201
920 Atlantic Ave., #101 & #102
Long Beach, CA 90813
Coxuinerce
(213) 226-0969
5400 E. Olympic Blvd. #225
Los Angeles, CA 90022 '
Whitlier CRC
(562) 941-1575
10750 Laurel Ave.
Whittier, CA 906C)5
Hawaiian CaUl"Je.ikg
(502) 020-5560
21409 S. Elaine Ave.
Hawaiiart Gardens, CA 90716
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* Helping 5,94j clients annually
* 43% of these clients are children
* Implementing over 18 agency
programs
* Programs and services in
55 schools and 17 school districts
@ Providing homeless services
for 400 people a year
* Over 50 community partners
* s County-wide office locations
* 734 Liberty Plaza events &
activities annually
* Over 25 communities and cities
served
l'=-alfhy, positivelifestyle- fo-rtHe=enii?e
family. Interested in'holding your
meetrngs, events, or starting up a i
program at Liberty Plaza? Call us for i
more information at (562) 273-0700 I
or visit us at Libertyplaza.org. %-l
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Attachment D
The Whole Child - Mental Health and Housing Services Request to the City of South Gate
Emergency Rental Assistance and Utilities Program
Cover Lettey
Proposcil Ncirrcitive
Project Bcidget, inctiiding cill-inctcisive hocirly rcite * Investigcition Stcitement
Federcil Identificcition Nun"iber (Tcix ID l"Jcimber) Uniqcie Entity Identifier
Most Recent Filed Tcix Retcirn
* Orgcinizcitioi"icil Budget
Orgcinizcitioncil Chcirt
Resun"'ies of Key Progrcim Stciff
.= Vcinessa Sedcino, MPA
= Zricinici Mwciurci
= Anci Pcinicigcici
* Brochcires cind Promotioncil Mcitericils
: TWC Impcict Flyer
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September 21, 2022
City of South Gate
City Clerk's Office
Attn: Ana LeNoue, Interim Hocising Manager
South Gote, CA 90280
Sent via email: [email protected]
Dear Ms. LeNoue:
The Whole Child - Mental Health and Housing Services (TWC) appreciates the opportunity to scibmit a proposal to the South Gate Emergency Rental and Utility Assistance Program, an American Rescue Plon Act funded project.
We request $245,000 to serve 35 low/moderate income South Gate residents, an estimoted total of 140+ people (parents/caregivers, children, and individuals and children), who have been economically impacted by the COVID pandemic cind are at risk of homelessness. All families served will be the eligibility requirements.
Our reqciest consists of $212,294 in direct assistance to households, not to exceed $6,000 per family, and $32,706, provided cit a fully-burdened rate of $15.72 per hour, covering direct service staffing, operations and administration of the project.
TWC brings to this proposol 12 years of expertise in Family Hocising Services for low- income families experiencing or at risk of homeless, including to South Gate residents.
The provision of emergency rentcil and utilities is one of our primary sources and is a priority need among families we serve, as it enables them to remain in their homes cind is more effective than needing to help them regain housing cifter becoming homeless.
We are distingciished by our work as the Coordinated Entry System (CES) lead for families in county Service Planning Area 7 (Southeost Los Angeles County). All families experiencing homelessness throughout the region flow though TWC for connection to hocising, resources and supportive services.
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The contact information for staff authorized to represent us for this proposal is:
Name: Vanessa Sedano, MPA
Address: Tl/VC Family Access Center
8630 Florence Ave.
Downey, CA 90240
Phone: 562-204-0640, ext. 605
Emciil: [email protected]
For qciestions regarding our proposal, please feel free to contact Julia Scalise, ocir senior director of development, at [email protected] or at 213-447-5596. On her behalf, I thank you for providing information CIS we prepared our proposal.
I am authorized to bind the organization to the commitments made in our proposal.
On behalf of our Family Housing Services team, I thank the City for its consideration.
Sincerely,
Constanza P'achon
Chief Executive Officer
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The Whole Chid - Mental Health and Housing Services Request to the City of South Gate
Emergency Rental Assistance and Utilities Program
1. Cover Letter
Attached
2.Local Presence/HistoryofServingtheCityofSouth Gate
Give a brief overview of your organization and the programs or services you deliver.
Fcimily Hocising Servicesfor low-income families who are experiencing/at risk of homelessnessis a cornerstone progmm of The Whole Child - Mental Health and Housing Services (TWC).
Founded in 1957, TWC is a nonprofit organization with a mission to 'help families roiseemotionally and pl'iysically healthy children and have a place to call home." We offer mentalhealth services, family housing, parent enrichment and nutrition education to children, youth,parents ond families: we served 3,761 fcimilies and 0 total of 9,158 people last year. TWC servesthe City of Socith Gate ond the 25 other communities ot' Socitheast Los Angeles Corinty.
In 2010, TWC expanded into Family Housing Services to ciddress the increasing number offamilies who are experiencing or ot risk of homelessness. We provide interventions to avoidhomelessness; navigation and placement to seccire interim and permanent housing; short- term financial assistance to enable fomilies to remain in their homes or be re-housed rapidly:
ond case management, employment assistance, edcication scipport and money management to help families progressively assume responsibility and maintain stable commcinity living.
Please provide metrics (if available) of the impact you have had overthe past 3-5 years.
Over the past three years, TWC's FamiJy Hocising Services served a total of 3,639 families, with atotal of 6,911 children and youth. One of ocir top services has been rapid re-housing, which includes rental/utility assistonce. For the past three years, we have achieved 0 99 percenthousing retention rate among the families we assisted in obtoining housing.
Prior experience with the same or similar awards.
TWC has extensive experience with emergency rental and citility assistance owords from bothpriblic cind private sources. This includes government contracts with Los Angeles Homeless Tha Vihole Cbiild
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Services Authority (LAHSA): the Los Angeles County Development Authority (LACDA): ond grants with tlie Cities of Whittier, Lci Mirada and Norwalk to provide homeless prevention, problem- solving and rapid re-housing services. Among private socirces, we have received grants that include rental and utilities assistance fron'i Bezos Day1Family Fund, United Way - Emergency Food and Shelter Program, the Specici)ty Family Foundation and Skylight Focindation.
Describe your history serving City of South Gate residents.
As ci mental health and hocising services providerfor the entire Socithecist Region of Los Angeles County, TWC has o long history of serving South Gate residents. Most related, n/VC has been Coordinated Entry System (CES) lead for all homeless families in the region since 2012: as the regional hub, all homeless families, including South Gate residents, flow through TWC for assessment and connection to housing, resources and supportive services.
Last year, our Family Housing Program served 154 Socith Gate families: overall, TWC served 248 from Socith Gate in ocir mental health, housing, and parenting progrcims.
Describe your ability to administer this program within the physical jurisdiction of the City of South Gate.
TWC commits to hoving the project's Manager, Housing Retention Services, be located at the Community Development Department priblic cocinter two dciys a week from noon to 4 p.m.
3. Diversity that Reflects the Community Served in Staff and Board Describe the population that you intend to serve with this funding.
TWC will serve low and modercite income South Gate residents, following the RFP eligibility rules.
Clients will be those facing housing insecurity and homelessness due to the economic impact of COVID: specifically, they will be eligible by being impacted due to unemployment or disproportionately impacted by living in the identified censcis tract or receiving public scipport services defined by the City.
(Xir experience and public studies document the need among this population. A USC Dornsife College onalysis of COVID impact on margincilized communities noted that "as workers contincie to stay home from work or lose their jobs, renters may have trouibie keeping 0 roof over their head. More than haff of renters in LA. County experience rent-burden, defined as paying at least 30 percent of income on rent and utilities.' TWC has a commitment to sevving commcinities of coior. Lost fisccil year, 82% of our clients were Latino/Hispcinic cind 10% were Africcin American. www.thewholechild.orH
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Additionally, TWC is experienced in serving low, very and extremely low-income families. In ocir Family Housing Program, 88% were extremely low-income and 12% were very low-income.
How does your organization's staff and board reflect or connect with that community:' , of our leadership
team are Latino/a, African American or Asian. Leadership and program staff also reflect the service population through stoffs own experiences with homelessness or mental heciith service histories.
Our 12-member Board includes 8 members from Cl community of color.
Provide an organizational chart.
TWC's organizational chart is attached.
4. Staff and Financial Capacity to Implement the Program or Plan for Building Organizational Capacity
What is your current staffing level? List the names and positions of the staff responsible for implementing the proposed activities.
TWC is prepared to implement services and financial ossistance quickly by assigning three experienced staff toward the project. These are: 1) Zuania Mwaura, MPH, manager, housing retention services, who will provide direct services to residents, including at the City offices, and track/report on eligibility, service delivery and ocitcomes: 2) Ana Paniagua, senior housing financial analyst, who will administer the project financially and track/report on use of funds; ond 3) Vanessa Sedano, MPA, managing director of housing services, who will provide oversight, service consultotion and review of data collection and reports. The current staffing level of ocir housing team is 58.
The project staff roles are detailed in Section 5 - Program Plan. Resumes are attached.
How do you currently track and manage your finances? Under the direction of our Chief Financial Officer, TWC manages finances using detailed Accounting Policies and Procedures. From our annual Board-approved operatirig budget, TWC tmcks through a computerized accounting system, using a General Ledger with revencie and expenses separated by specific funding socirces and cost centers. Our cash receipts and disbursements are tracked by date, project, fcinding socirce and GL account. The proposed www.thewholechild.or@ 3
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project will be assigned a specific cost center. Monthly balance sheets cire reviewed by t)ie CEO and Finance Committee of the Board of Directors.
Specifically related to rental and utility ossistance, TWC's finance department effectively cind accumtely processes hundreds of checks every month by following ci strict in-house control system, and by working closely with the Hocising staff to deliver on-time payments. As per owner, management compony,
landlord or utility company. Funds are not distributed directly to families.
Describe your organization's practices regarding meeting the reporting requirements of a funding agency. Include in the description how the organization will meet the reporting requirements of ARPA.
TWC will use our integrated approoch, involving our housing, finance and quality improvement/ assurance teams, to meet reporting requirements. (Xir approach ensures we meet both service ond financial requirements. Housing team responsibility begins with determining that client eligibility requirements are met, Eligibility, demographics, service delivery and outcomes/exit from services are tracked in the Homeless Information Management System. Finance responsibilities include tracking expenditures, both for programmatic line items (staffing, operations) and for client direct services (housing deposits, rental assistance, utility payments) and preparing finoncial reports ond invoices. TWCas Ql/QA team, working with Housing leadership, is responsible for tracking client data cind producing service utilization/outcomes reports. Our reports will include numbers served, hocirs work, impoct and evakiation.
Howwill thisfunding support your organizational capacityto deliverthe proposed program? The support will help TWC enhance our ccipacity to prevent homelessness among South Gate residents. A City partnership that supports emergency assistance will result in faster access to services for residents. Regional family homelessness is on the rise, as low-income families bear much of the ongoing economic burden or COVID. As the UCLA Luskin Institute of Inequality and Justice noted, 'ci surge in evictions and homelessness will indubitobly be a key dimension. The COVID-19 pandemic has exposed and deepened irieqciality in cities such OS Los Angeles, with the burden of the crisis carried disproportionately by poor and working-class communities, especially those of color.
We often find that when clients come to LIS, they already are arrears in payments, putting them at imminent risk. With the emergency rental and utility cissistance, we wiil help them maintain their housing, providing stability in their lives. We will offer o more cost-effective cipproach by helping residents stay housed instead of re-hocising after homelessness, which is costly iri terms of time, finances and trauma on children.
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The extent and results of Federal awarding agency monitoring (e.g., if the organization also receives Federal awards directly from a Federal awarding agency).
TWC does not receive funds directly from a Federal agency.
Experience with and sound financial management of large programs (e.g., programs withan annual budget exceeding $100,000) TWC is experienced in providing sound financial management of very large service contracts.
For example, the total budget of TWC's Family Housing Program is S9.8 million and consists of a number of large public contracts, including for programs that provide similar services to those proposed. Our overall funding from LAHSA is 58,267,064 and inckides significant contracts ranging from S285,000 to S1,901,887. Our controct with LACDA is S781875.
We have an in-house team of nine experienced finance staff, under the direction of ocir Chief Financial Officer, who hos been with the orgonization for 10 years. The team is responsible for budgeting, reconciliotion, accounts paycible and receivable, contract billing, dedicated financial analysts for our housing and mental health teams, and reporting.
Our Housing and Finonce Departments hcive successfcilly complete financial ciciditing reviews from LAHSA, DMH, cind LACDA. A third party certified acco*inting firm performs annucil audits onthe overcill organization's financials.
Does your organization employ or contract for the services of a Certified Public Accountant? No. We do contract with an external ouditing firm for our annual independent acidit
5. Program Plan, including Budget, Collaborations, and Expected Impact Describe the program or services your organization will implement, includerental and utility minimum and maximum assistance parameters.
In proposing the Emergency Rental and Utility Assistance Program, TWC is porticulorly qciolified and qciickly prepared to deliver the RFP's scope of services. We are a specialist in ropid rehousing ond retention, and a premier housing cind scipportive services provider, withsubstantial collaborators The project will provide low and modercite iricome Socith Gate residents with short-term rental and utility payments. It will serve 35 fomilies onncicilly, an estimated 140+ undu'plicated people.
We will adhere to the maximcim amount allowed ond anticipcite that mony residents will need www.thewholechild.org
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the S6,000 for both rental and utilities assistance. Clients often come to LIS when they already are ii-i arrecirs with cit least one of these. In rare cases, we may need to ossist clients with a deposit. As the minimcim, we project S2,000.
Services will be provided at the City and TWC's Family Access Center. The project's manager, housing retention services, will be bcised two afternoons a week at the Community counter, and South Gate families CIISO will be served at TWC's Family Access Center in Downey, which offers resocirces ond supportive services.
As residents come to the public counter or are identified cis South Gate residents entering TWC's center, the housing manager will complete on intake to determine need and document eligibility, including required proof of residence, unemployment/income status, and rent cind/or citilities paperwork. For tracking and reporting, client information will be entered in TWC's dcitabase, inckiding required eligibility, profile, enrollment, housing scipport provided, additional services received and outcome data.
Tl"ie housing specialist will submit paperwork and rent/citilities payment request to TWC's housing financiol cinalyst, who will be responsible Tor issuing checks, recording amounts by fomily, tracking expenditures and reporting. In all cases, checks ore isscied directly to the landlords/property managers or utility companies. Vendors will be entered into TWC's vendor system and have o W-9 on file. Typical tcirnaround from reqriest to check is 24 hours. (Xir goal is that families are able to scistain with this emergency assistance. However, because the intent is to help residents sustain community living, the housing manager will link clients who need longer-term assistance to TWC's Family Response Team. The team will help families access services for retention scipport: family mental health needs; work trciining and employment assistance support for GEDs, trade schools and college: budgeting/money management: and access to mainstreom benefits. Each service will help stabilize the residents and provide necessary tools to help them achieve self-sufficiency.
Residents will be able to access the assistance of TWC's Family Access Center, where they will be welcomed into an environment that offers resorirces for basic needs, including Cl food pontry, Icicindry room, shower facilities and compciter lab.
What are your goals and targeted outcomes?
GO(JIS are to:
1) prevent homelessness cimong 35 families by providing short-term financial assistance in the form of rental cissistance, inclciding cirreors and deposiI if ci fcimily has already been displaced, and utilities cissistance;
2) provide 35 families with assessments, hocising ncivigation, case monagement and retention services.
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Targeted outcomes:
1) at least 23 fomilies will retain housing successfcilly:
2) at least 18 families will participate is services at the Family Access Center and TWCas Family Resource Team.
What collaboratrons, if any, will you use to accomplish these goals? Collaboration is a specific strength TWC brings to the project. South Gate residents will benefit from the integration of TWC's internal services and the involvement of on-site collaborotive partners at the Family Access Center in Downey.
Within our Family Housing Services tecim, clients will have access to ocir case monagement:
housing navigation, if necessary: domestic violence recovery: and employment assistance.
Internally across TWC, project families will have occess to the coordination among our mental health therapy, parent training and home visitation, ecirly childhood developmental screenings, nutrition edcication and physical education cictivities.
The core of our external collaboration comes through on-site partners located ot ocir Family Access Center: county Departments of Mental Health, Public Heath and Public Social Services, Welfare to Work, the Mexican Americcrn Opportunity Focindcition and Los Angeles Corinty Office of Education. We have a new employment pcirtnersliip witli SELACO to assist individcials with job placement.
As onother key external collaboration, TWC actively participates in Regional Coordination to ossist single individcials, Transition Age Yorith ond seniors.
Submit an operating budget for the program year.
The operating budget for the year is attciched.
Bidders must clearly state the fully burdened hourly rate being proposed for said services.
The fully-burdened hourly rctte for services, operations and administration is S15.72 per hour.
Be sure to include additional funding sources and, where possible, identify if those funding sources use ARPA funds.
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Additionol frinding sources are included; we do not know if ARPA fcinds.
6. Program Response to Community COVID-19
oescribe how your proposed program is a response to COVID-19 needs in your community AS on "essential services" provider to low-income families, n/VC finds that service delivery is impacted and informed by what Forbes Magazine described as the COVID 'aftershock' that is disproportionately ciffecting these families and by an increase in family homelessness in the co*inty. We find there is an increasing hocising instability for families cit risk of homelessness, mental hecilth impact on children and youth, and food insecurity.
Specifically, with economic disparities of the pandemic, we expect a continciing increase in households experiencing or at risk of homelessness. This requires an increase in emergency response services, specifically rental and citility assistance, to help low-income families who I-iave lost salories of their wage earners and cire cit most risk of losing their homes and leoving their commcinity where their children go to school, where they may receive other sripportive servicescindwheretheyhavetheirnatciralsupportsystems. Byhelpingfamiliesretainhousing, the proposed project helps bring stobility to mciny areos of their lives.
How has your organization already responded to COVID-19 impacts? Please describe any examples and outcomes from this work.
Since the pandemic began, TWC has maintoined our role and responsibility as an "essential services' provider to families experiencing homeless and to children and families with mentaf health and parenting needs. During the crisis period of the pandemic, we implemented telehealth, and we increased capacity of our homeless prevention/diversion program and family shelter. We maintained overall service delivery at 90%.
In respoi-ise to the long-lasting impacts of COVID on the population we serve, we have begcin moving toward a more integrated cipproach cicross ocir practice - notably, our housing, mental health and parenting services - to address the pcindemicas continuing aftermath of emotional impact on children, food inseccirity and housing instability, as those we serve come to us with complicated, co-occurring needs.
For example, children in our mental hecilth program come from very and extremely low-income families. COVID-related job loss/reduction have put more families at risk of homelessness. sy integrating mental health and housingi, we can offer short-term interventions to maintain housing stabil'ity ond seccirity for children in ci more cost-effective way than having to re-hocise families cifter they become homefess.
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With greater cross-functional services, we will respond more fully and quickly by connecting children and fomilies across our practice and coordinating care cicross ocir internal providers.
Its result will be prevention - of homelessness, of untreated mental health needs and unmet child abuse issues.
How does your proposed program serve those with the greatest need or impact due to COVID-
The proposed project will serve families identified in the stcidies citied cibove as those who are bearing the burden of the crisis, the 'poor and working-class communities, especially those of color.' These are the families who already were experiencing rent-lxirden, and with the odded burden of job reduction/loss ore at imminent risk of losing their homes.
Becciuse of California's high rental market, these families are spending 00 to 70 percent of their income on rent. Even when the state-mandated moratorium on evictions WCIS in place, Families were falling fcirther and further behind in their obligations. While some California landlords were setting up repayment plans, this was not feasible for this low-income population: an extrci S200 to $300 per month in make-up payments would force mciny into homelessness.
In addition to our housing services, o distinct benefit of our proposed program is that TWC will bring in other cireas of ocir practice and other partners to address the complicated needs of fcimilies.
How does this proposal reflect the City of South Gate's COVID-19 community priorities (violence prevention and community safety activities, mental health, youth outreach, job training, emergency assistance, and addressing health disparities)? COVID distinctly brocight to the forefront the fragility of lives of very and extremely low-income families as well as tlie increasing co-occurrence of multiple hocising and social service needs, which together crecite bigger barriers to healthy lives.
TWC's housing rentcil and utility assistcince program will help meet the Cityas priorities of emergency assistance to low and moderate income residents of Socith Gate. It provides immedicite help for fomilies' greatest needs to help enscire that they will continue to live in their community. With our cross-practice integration, we also will address mentol health needs of children in these families, as they recover from the anxiety and tracima of their family's hocising InSeCLlrlt'y.
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THE WHOLE CHILD
PROPOSED PROJECT BUDGET
Column A
Budget Item
Column B
ARPA Atnount
Requested
Column C
Nameofother
fundingsource
Column D
Amountofother
funding
committed
Co(umn E
TotalAmount
Personnel (list job titles below) Salaries I
Project Manager 914,349 s 914,349
Housing Fmancial Analyst 93,677 s 63,677
Managing Director of Housing
Programs S6,762 S S6,762
Family Response Team Assessment
& Problem-SoMng
LAHSA S9,225 S9,225
Frlnge Benefits 65,704 LAHSA !,;2,123 97,827
Contract Services: S S
TOTAL PERSONNEL BUDGET: 630i492 I 611,348 isai,sao
Soft Costs S S !'
Hard Costs S S S
Materials s S S
Equipment S s S
Services (Rent, Arrears, Deposit,
Utilities) 9212,294 S S212,294
Renovation/Construction S s S
Maintenance S S S
Other: Telephone S279 s S279
Other: Transportation/Mileage 91,935 s 91,935
Other: S S S
Other: s S 9
TOTAL NON-PERSONNEL BUDGET: 9214,508 s S214,508
TOT AL PROJECT BUDGET FOR:
Column B
9245,000
Column D
, Sll,348
Column E
S256,348
Hourly all-inclusive rate for staffing, operations and administration is S15.72 per hour, for a total of932,706 annually.
The annual amount for client services is S212,294. lb7 325
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Investigation Statement
The Whole Child - Mental Health and Housing Services is not now nor has been the subject of apublic or privote ocidit or investigotion due to potential or alleged Financial mismanagement.
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Apr. 02? 2014 LTR 4168C (l
95-2031148 [1000(10 00
00047190
BODC! TE
THE WHOLE CHILD-MENTAL HEALT
HOUSING SERVICE'S
10155 COLIMA RD
WHITTIER GA 90603-2042
HEALTH &
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Employer Identification Numbers
P e r s on t o Co nt a c t !
Toll Free Telephone Numbert
Dear Taxpayert
95-2031148
Hs Benjsinin
1-877-829-5500
This is in response to your Nov. 26, 2013, request for information regarding your tax-exempt status.
Our records indicata that you were recognized as exempt undersectlon 501 (c) (3) of ths Internal Revenue Code in a deterinination letter issued ln October 1959,
Our records also indicate that you are not a private foundation withinthe maaning of sect:ton 509(a) of the Code because you are described ins e ctio n ( s ) 50 9 ( a) (1 ) an d I 70 ( b J (1 ) ( A) C if i ).
Doriors may deduct contributions to you
t h e CO d e. B @Qu8 5 t S y lega C I eS ) d eVi S 05 i for VOur uS8 are deductible for Federal
if they meet the applicable provisions
2522 of the Code.
EI S p ro v i da d iri s ec t i o n 17 0 o f
i7Bnsfers, or gifts to you or
estate and gift tax purposes
of ssctiohs 2055, 2100, and
Please refer to our website www.irs.gov/eo for information raparding filing requirements. Specificallyi section 6033(j) of the Codeprovides that failure to file an annual informatia(l return for threecansecutive years results in revocation of tax-exempt status as ofthe filing due date of the third rsturn for organizations required tofile. we will publish a list of organizations whose tax-exempt status was revoked under section 6033(j) of the Code on our vebsitebeginning :in early 2011. [i,=') 327
THE WHOLE CHILD-MENTAL HEALTH &
HOUSING SERVICES
10155 COLIMA RD
WHITTIER CA 90603-2042
4077550277
Apr, 02, 2014 LTR 4168 € 0
95-2031148 000000 DO
00047191
If you have any questionsi please call us at the telephone number shown in the head.tng of this letter.
Sincerely yoursi
Tamera Ripperda
Directors Exempt Organizations
P 328
(3wholechild
Unique Entity Identifier
The Whole Child - Mental HeaRh and Housing Services: K6Q2BZMK5YK7 Tho Whola Child
Oi55 (:@limn 'iCOtl
'iVhlllii'j CA ']':61)3
P 552 13':12 0383
r 662 6! "1, (')3 81)
Join cis to l'ielp fomilies raise emo(ionolly
cind physical(y healthy children
and have a plcice to ccilli home
thewholechild.org
)7{ 329
Form 9!)0 1UnderRa:tl1ounr8nOl(co),f52o7,rogr4a94n74'az)(a1)'of'othnelnEtsrXrmelmRevpeknuFeCroodem(ex'cnepctoprlmvateefoTuna"dationa) ospartmeniotuie'rteaauiy > Donotentersocialsaauritynumbersonthlsforniaeitmaybemadepublk, lmsmnlRevbnuo8orvlee > Gotowww.lrs,gov/Form990for.nstructionsandttmlatestinformation, A Forthe2020calendaryeariortaxyearbeglnnlng JUTi 1, ;')20 andendlng JUN 30, 2021 30heoJf CNameoforganlzatlon DEmployerldentHleati
appl'a"l" The Whole Child - Mental Health
€ :E:e ooinabusinessas 95-2031148
Mental Health &The Whole Child
Housing Services
Doing business as
Number and street (or p.o. box ff mail Is not delivered to streetaddress) 10155 Colima Road
City Or tOWn, State orprovlnce, countrVi and zlF' or foreign postal GO Whittier, CA 90603
pacho
r'lFlnel
larmki-
pending
F Nameand address ofprlncipat offk,er.COnB tanza
same as C a:bove
K Form oforganlzallon: lzJ corporaiion IJ Truat L As8ocmtlon u Other I Prrt €I Summary
)< (msertno.)Ll+go(a)(i)orLlszy
Whittier, CA 90603
i Brleflydeacrlbetheorganizatlon'smlsglonormostslgnlflcantactMtles: To help families raise emotionally and physically healthy children and have a place to call 2 0heckthlgbox k LJlftheorganlzatlondlscontlnuedltsoperatlonsordisposedofmorsthan25%ofltsnatagsets. 3 Numberofvotingmembersafthsgovernlngbody(PartVl,llnsla) ........................................,,,,.,,,,,,,,,,,,,, s 13 4 Numberoflndspendentvotingmembersofthegovsmlngbody(PartVl,11nslb),,,,,-.............,,,,,,,,,,,,,,,,,,,,, 5 TotalnumberoflndMdualaempl07tldlnOalendaryear2020(PartV,Ilne2a) ,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,_,,,,, 6 Tr>talnumberoTvolunteerg(eatimabllneceggary},,,,,.,..,...................,,,,............................................... 7aTotalunrelatedbuslnsssrevenuefromPartVlll,column(0),Ilne12 "i*i%iiiiiiiiiiii%iiiia%iaai**aa******* bNetunrelatedbuslnesstaxab!elnaomefromForm99o.TiPartlilhell ,,,,,,,,,,,,,,,,,,,.,,,,.,,,,..,....,..,..,,.,,,.,,,.. 4 13
6 186
6 30
7a 0.
Th 0.
8 Contrlbutlonsandqrants(PartVlll,Ilne1h) ,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,.,,,,........................ 9 Programserv!cerevenue(PartVlll,lins2g) _,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, 10 {nveatmere Income (Part Vlll, column (A), llnea3, 4, and 7d) ,,,,,,,..,-......................... 11 0therrevtinue(PartVlll,column(A)lnnes6,8dl8ol9cl1Ck,,andlle) ,.,.......... 12 Total revenue - add Ilnas 8 through 11 (must equal Part Vlll, aolumn (A),line 12) .........
Prior Year Current Year
22 , 873 , 221. 17,815,791.
14,622. 15 , 747.
147,455. 77,566.
826. li,572.
23,036,124. "i7,920,676.
13 Grants and similar amounts paid (Part (X, co(umn (A), Ilnes 'i-3) "'a-*a*iaaai**ii****ii*vvi*i**v* 14 Benefits paid to or for members (Part IX. column (A), lane 4) ...................,,,.,............ 18 Salaries,othermmptinsation,employeebenefits(t"artLX,column(A),Ilneas-'tO),,,,,_,, 18a Prafesslonalfundralslngfees(PartlX,t.olumn(A),Itne11e),,................,,,,,,,,,,,,..... b Totaf (undralslng expenses (Park IX, column (D), line 25) k 2 53 ,17 7. 17 0therexpensea(PartlX,column(A),Ilnss'l'la11d,l'lf24e),,,,,,...-......................... 18 Totatexpsnsee.Addlinee13-17(mustequalPartlX,oolumn(A),llne2J,,,,,...__.. 19 Rewnue less expenses. Subtram line 'IEI fmm 11ne 12 ,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,_, 2,761,249. 2,666,%1.
0. 0.
10,688,605. 11,230,412.
0. 0.
3,966,073. 3,257,722.
17,415,927. 17 ,155 , 095.
5,620,197. 765,581.
QO Total assets (Part X,line 18) ..,.................. _............................................................. 21 Totalllabilltiea(F+artX,Ilne26) ,,,,,,,,,,,,,,,,,,,,_.__................................,-.............. 22 NBI BssetB or fund balarl. &ibtract line 21 from line 20 ..........................................
Beginning ofOutrenlYaai End of Year
li,951,626. 14 , 318 , 050.
5,039,068. 6,012,659.
6,912,558. B,305,391.
OMB N0. 1645-0047
2020
Open to Public
Inspectlon
D EmployerldentHleationnumber
Room/suite E Telephonenumber
<562)692-0383
@ Gtoasr*oelple$ 17 z 920 z 676 *
H(s) la thla a group retum
forgu5ordlnatss?,,,,,,€ Yes [KINO
H(b)heaiisubgtiinsiesinniuoes'i€ Yes € No
V "No," attaoh a list, 8ee Irstruatlons
Hit) Group exemption number >
*Yeatullormaffon: 19571MStaleollegaldotnlclle:CA
Sign
Hare
I y ?iamtg=i'lJ!"!__ " I 3/21/22
78%)natFn"aofofflcar Date
y Constanza Pachon, Chief Executive Officer
7 TypeorprlntnarneandtlUe
Pald
f'rlnttTypepreparelsname '-
Osvaldo D. Torres, CPA
Preparer's signature L)ate Check IJ
II
aiH_ ;ainp$d
PTIN
PO2465082
Pteparer Fhn'sname >Harrington Crroupr CPAs, LLP Firm'i:E!N> 95-4557617 llae Onty
Fm'saddress> P2a6s9a8dMenaatarcoASt9r1e1e0t7 Phoneno.(626 ) 403-6801 MaythelFl8dlscussthisreturnwlththapreiparershownabove?Seehistructlons ...........,...,...,..,,.,,,,.,................,...,........... LXJYas LJ %o See Schedule 0 for Organization Mission Statement ContinuationFOrm'o(202o' oyoot ta-aa-ao LHA Far Paperwork Reduction ACt NOtlCeij Bee the separate mstructians. (';'9- 330
The Whole Child - Mental Health &
Form990(2020) Housing Services 95-20j.ll48 page2l9tatement of Program 8eivice AccomplishmentsChet,k If Schedule O contains a responae or note to any line In this Part m [X]* Briefly descrte the organization's mission:
The Whole Child is a 64-year-old COA Accredited nonpro.fit organizationproviding mental health, housing, parent enricbment and nutr:itionservices to families in Southern California. € Y!Ul [X]NO
2 Dldtheorganlzatlonundertakeanyslgnlflcantprogramservicesdurlngtheyearwhk,hwerenotllstedonthe prlorForm 990 or 99DEZ?
If "Yes,' degcrlbe these nsw services on Schedule O.
S € ldtheorganlzatlonceaaet,onductinq,ortnakesignlficantchangeslnhow )f "Yes," deaorlbe these ahan(les on 8ohedule O.
4 oescribetheorganlzatton'sprogramserviaeacaomplishmemstoreachotesthreelargeatprogramserv(ass,asmeasuredbyexpenses.
Section 501(C)(s) and 501(a)(4) organizations are required tO report ttie amount ofgrants and alloaatlons to others, the total expensesi andrevenue, ifany, for each program service reported. 4a lCodei )(txpoimas$ 7x144i 715 * Inoludlnggrankfl 2 t 348 r 857 * ) (sevsniia$ ' 26 t 097 * )E'amousing Services - We help families who are homeless, OJ' on thebrink of homelesaness, chart a path out of their current s:!Tffation intopermanent housirxg. Our services include prevention, crisis andpermanent placement, case management, employment sez'vices, life skillsand family mentoring. Annually, we served over 945 families with (!L 99% [X] No
permanency rate.
develop resilienae and build emotionally healthy lives. Our-s-ervicesinalu.de family, individual and group psychotherapy; crisisinterven-tion, ogxc test a-nd m cation, and casemanagement. Ann y, we provided over 4 ,758 therap-y s to 1,-6 -4-i1-dr-en and youth from ages 0 to 25 years o age 40 ((!ode: ) (Expenses $ 17 8 6 6 i 5 3 6 * mludhg gtsls of $ ) (Revaiiue $Parent Enrichment Se:cvices - We support parents and the unique,needs of)infants and children through the age of 5 by"strengthening theparent-child bond to reduce the risk of abuse & neglect and 6revent.removal from the home by protective services. Our services-ifia:l:'udeopment sar or caregxvers mon
over 5 amx es
ant massage, actation, Stress scr
y grou SO(21 zatxons. Ann , we
areas pog.i.t.xve caregiver t ques 93%.
4d Other program ssrVk.ea (Dest,ribe on at,hedule O.) (Expenses @ 2 4 9 @ 5 9 7 * Includlng giaiiis (11$
4e Totalproqramservioeexpenaes)> 15449,573*
Wf0(72 12-23-20
) (Ravsnue$
Form990g020)
/'-75 331
The Whole Child - Mental Health &
:orm990(-?020) Housing Services
I Part kV Checklist of Required 8chedules 95.z2031l48 Pap3 Yes Noi lstheorganlzatlondescrfbedlnsection501(c%3)or4947(a%l)(otherthanaprlvatefoundation)? /f "Yes,' complete 8cheduk.A
2 18 the organization required tO COrnpiete SCtreduta B, SChedulB Of COmlbukOr'n a Did the organization engags In direct or indirect polltk,al campaign actMtiea on behalf of or In opposition to candidates forpuEllc OffiCA? /f 'Yen,' COmplete Sahedllle C, Part / 4 Ssx,tion 801(c%a} argantzattons, Did the organization engage In !obbylng actlvllies, or have a section 50'l (h) election : effeddurlnglhe tax year'? If"Yes,' cornpfete Schedule C, Part II 6 181heOrganlZEltl0naEie0tl0n50l(OX4)i50l(aX5)ior50'l(c)(B)organizatlonthatrecelvesmembershipdues,assessments,or similar atnounts as defined In 6 X6 Did the argamzation malntaln any donor advlsed funds or any similar funds or accounts for which donors have the right to prOVldeadVk>eOntheidi6trlbutiOnOrinVe8tmentOfan'KiuntglnBUCiifund80raOCOuntS?/f"Y9SI"COmpMf0&!h0dLl/610}Part/ 67 0kltheorganlzatlonrecslveorholdaconservatJoneasement,Includlngeasementstopreserveopenapace, the environment, historic land areasi or HlstorlO atru:,turea? ff 'Yes," COmpbte 8Chedu(ei D, r'art II., B Dldtheorganlzatlonmalritalnoollectlonsofworkeofart,hlstorlcaltreasures,orothersimllarassets'?/f'Yes,"comp/ete Schedule D, F'artllr
9 Did the or(lanization report an amount In Part X, Ilne 2'l, for sacrow or custodlal account liability, seive as a custodlan Toramounts not listsd In Paf X; or provide credit counseling, debt management, aredlt repair, or debt nsgotlallon servlces?/f"Yes,' complete Schedule D, Part IV 10 Did ths organkatlon, dlreotly or through a related organization, hold assets in donor-restrk.ted endowments Or In quasl endowments7 /f 'Yes," CThplete sr:'hedub D, Pm V 11 Iftheorganization'sanswertoanyofthefollowlngquestlongts"Yes,'thent,ompleleScheduleD,PartsVl,Vll,Vill,IX,orX aa E!)P1bable.
a oldtheorganizatlonreportanamountforiandibulldlngsiandequipmentlnpartxiiine'io?/f"Yesi'aompleteScheduleDi Part Vl
3 4
7 8
9 10
!1a X
I
x
x
x
x
x
x
x
1%
b Dld the organbatlon report an amount for investments-other securities in Part X,l?e 12, that Is 5% or more of Its total assets reported In Part X,line 16? /f"Yes*' complete SrAedute D, Part Vll , , ,,,, ,,,,, , ttbc DldtheorganizatlonreportanamountforlnveatmentsprogramrefatedlnPartX,Hne13,thatls5%ormoreofitstotal assets reiported In Part X, llne 1 6? If"Yes," complete Schedule D, Part V/// iiiiiiiii d Did ttX3 ol'gant!ation repCirt an amount ir Other aS88t9 In Pan X,line 15, thElt Is S"A Or more Of lt9 total flBSOtS rf.ported InPart X, line 16? /f "Yes," crimplete Schedule D, Part /X 11(1e DIdtheorganlzatlonreportanamountforotherllabllitlesinPartX,Ilne25?/f"Yes,nmmp/eteSche*/eDiPartX,,,,,,,,,,,,,,.,, llef Dldtheorganlzatlon'sseparateoroonsolldatedfinanclalstatementsforthetaxyearlncludeafootnotethataddresses theorganlzatlon's liability for uncertain tax posttlons under FIN 48 (ASC 740)? If "Yes,' cmiplete Schedule D, Part X12 a Did the organization obtak> separate, Independsnt audited financial statements for the tax year? If "Yes,' completeSchedule D, Parts XI and Xll b Wastheorganlzatlonlncludedlriconsolldated,IndependentaudRedflnanclalstatements(orthetaxyear? ff'Yes," and /f the organlmtbn answered "/VO" to fine j2a, then completing Schedtde D, Parts Xf and Xjj is q>uonal iiaiiiii*ii*iii IB13 lstheorganlzatlonaschooldest,rlbedtnaedionl70(b)(1)(A)(l?ff'Yes,"comp{eteSd'redu!eJ- i4iii 1314 a Old the organizatin maintain an office, empkiyees, or agents outslde of the United States? 14ab DidtheorganLaffonhaveaggregaterevenuesorexpanseaofmorJhan$1D,00Dfromgrantmaklng,fundralelng,bualness, Investment, and program service actlvltles outskle the United States, oraggregate forelgn Investmenffi valued at$100,000or more? If'Yes,' camp(ete Schedule F, Parts land IV 15 oiotheorgantzmlonrgpohonpartlx,aoJumn(Q,tinea,morethansb,ooaorgrantsorotheraaalstancetoortorany foreign organlzatlon? /f'Yes," complete Schedule F, Parts 41 and N j8 0ld the organization report on Part IX, column (A), 11ne 3, more than $5,000 of aggregate grants or other aasistance toorfor foreign IndMduals? If "Yes,' complete 8chsdule F, Parts IllandN 17 Didtheorganmtlonreportatotalofmorethan$'l5,000ofexpensesforprofesskinalfundralshgservlceaonPartlX, column (A), lines 6 and 31 e? If 'Yes," complete Schedule G, Partl 18 DIdtheorganlzatlonraportmarethan$'l6,000tota(offundiamlngeventgrosslr'comemdaontributlonsonPartVlll,lines 10 and 8B? /f "Yes,' complete Schedule G, Part If
19 Dldtheorganlzatlonrepor!morethan$15,000ofgrosslncomefromgamlngaatlvitlesonPartVIll,Ilne9a?/f"Yes,' complete Schedule G, Part fit
20a [)ldtheorganlzatlonoperateoneormorehospRalfacllltles?lf'Ygs,"comp/eteSt,hgdumH b If "'/es' to 11ne 20a, dld the organlzatlon attach a (,OF))/ of Its audited financial statements to this return?zi Old the orgartzallon report more than $5,ODD of grants or other assistance to any domestic organization or dOrnegtk, government on Part IX, column (A), Ilns'l ? lf"Yes,' complela Schedule T, F%rts land 11 12a X
145
15 18
17 18
21 X
Form990 ig020l
20b
itt %
x
X
x
x
x
x
x
x
x
x
@3B)3 ffl-at!O
["'7" 332
The Whole Child
"oim990(;?0zY)) Houa1ng 8ervi(!es
Part IV'Checklist of Required 9chedules(contrnuea)
Mental Heialth &
.,,,,,,-,95-2Q,pl;48 Paq,e4
Yes No
2'! DIdtheorgarm6nreportrnorethanti5,000ofgrantsorotheraaslatancetoorfprdomesUchdivkluamon ParllX,go)umn(A),iha2? jf'Yea,'omzplete8ahedulel,PartslandUr 23 Did the organ(zatkin answer 'Ysa' to Part Vll 8eThon A, line 8, 4, or 6 about pensatkin of Ihs eirgankatlon's airrant and formeroff)cars, dlreators, Nstees, key employees, and highest aornpenamed empbyees? Ir'T'es,' cmyhte &:ihedub J
22X
23X
24a
24b
25a
24a Did the organhation have a taxexempt bond Issue with an outstanding prlnclpal amount of more ttian $1 00,000 aB ot the last dad OftPe yeari tt'iat wa8 IsBUed after Dscember31 2002? /f"YeS," anSWerJln€8 24b through 24d and COmphte e. Did the organization malntaln an ssarow aaaount other than a rerundlng escrow at any tame durlng the year to defease d Dldtheorganizationaatasan'onbehalfof"Issuerforbondsoutstandingatanytimedurlngtheyear? 25 a Section 801(c%3), 801(o)(4), and 501(c%29) organizations. Did the organlzatlon engage in an excess benefit transaation wlth a dlsquaJlfled person during the year? If "Yes,' complete 8chedufe L, Partl b 18 the organizatbn aware that It engaged in an eXOess beneflttiansat,tlon With El dlsqualifled per80n In a prior )/eari and that thetransaotlon has not been reposed on any oflhe organization's prior Forms 990 or99D-EZ? )f "Yes,' complete SChedule L, F'art / . B
26 olotheor9antzationreportan9amountonpartx+tine6oraz,rorreceivabiesrromorpayabiestoanycurrent Or former Offl(,er, dlreCtori tnJStee, ke'} employee, C!reator Or founder, substantial contributor, or 35% oontrolled entity or family member of any oftheae persons? /f 'Yes,' complete Schedule L, Partll 27 Dldtheorganlzatlonprovtdeagrantorotherassistanr.etoanyaurrentorformeroffioer,dlreit,tor,tustee,keyemployee, creator or founder, substantlal contributor or employee thsrei, a grant aeleotion aommlttee member, or to a 35% controlled entlty (lncludlng an employee thereoQ or famJly member of any of thsse persons? /f'Yes,' compleke Schedule L, Part l// 28 WastheorganlzatlonapartytoabuslnesetransactlonwUhoneoftheFollowlngpartlss(sseScheduleL,Pa+tlV Instructlonsi for applicable fl)tng thresholds, Oondltions, and exceptions) a A current Or former OfflCer, dlrtiOtor, trustse, key employee, creator tir founder, or substantial mntrlbutor? /f b Afamilymemberofanylndividualdescrlbedlnllne28a'?/f"Yes,'comp/eteSchedu/eL,Parfll/ a A 35% aontrolled entlty of one or more kidivkluals and/or organizatk>ns described in Vnss 28a ot 28b"?ff "Yes," compfete Schedule L, Part IV
rK} Did lhe organlzatlon remlve contributions of art, hlstork.al treasures, or other similar assets, or quallfled corservation contributions? /f "Yes," comdete Schedule M
3'l Dldtheorganizationliquldate,termlnatg,ordlssolveandceaseoperations?F'Yes,'comp/eteSo%eidubN,Partl 32 Dld the organization sell, exchange, dispose of, ortranafer more than 25% of Its net assets?/f "Yes,' complete Schedule N. Pwt
Dldths organization own 100% of an entlty dlsreganjed as separate from the otganlzatlon under Regulations sections 301.770j2 and 301.77013? If "Yes," comp{ete8chedule R, Partl '34 Wastheorganlzatlonretatedtaanytax-exemptortaxableenttly?/f'Yas,"comp/eteSchedule/?,Part//,//{,or/l/,and Park V. fine I
Sea DIdtheorganlzatlonhaveacontrolledentltywlthlnthemeaningofsecUon512(b)(13) b If 'Yes" to line 35a, did the organlzatlon receive any payment from or engage In any transaat(on with a controlled entity Be Becti@n60l(o)(3)organlzatlons.[)Idtheorganizatlonmakaanytransferstoanexemptnoncharltablerelatedorganlzatlon? 37 Dldtheorqanlzatlonaanductmorethan5%ofitsaativltleathroughanentitythatlanotarelatedorgarfflzetlon 98 [)idtheorganbatloncompfeteScheduleOandprovldeexplanatlonsin8cheduleOforPartVI,Ones11Liandl9? 28 sz
saX
Note: All Foym 990 ffiers are requlred to complete Schedule O............,,,.,,,,,,.,....,.,.,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, L!!!!!I Statements Regarding Other IRS Filinqs and Tax Compliance WX
Cheok If E!iahedum O aomalna a responae ornote to any Vne In this Part V n Yes No
la EnterlhenumberraportedinBox3ofFormlO(18.Enter-0ifnotappll>ble,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, la 224 10 x
I
b EnterthenumberolFormsW-2Glncludedlnllne1a.Enter-0-ifnotapplioable,,,,,,,,,,,,,,,,,,,,,,,,,,-, 15 o 0 Dldtheorganlzatloncornplywlthbackupwlthholdingrulesforreportablepaymentstovendorsandr.=portabJ)amlng (qambllng) winnings to prize wlnnsrs? ,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,.,,,,,,,,,,,,,,,,..............................................=.......... a%'Oa4 t*-n-H Form 990,2020}
/r 333
The Whole Child Mental Health &
:orm990(2020) Housing E+ervices
IF%rtVl 8tatementsRegardinHOtherlRSFilingsandTaxCompliance(conttnugo)95-2031148 Pa(le5 Yes No
Ba
h EnterthenumtierofemployeesreportdonFormWi3,TransmittalofWageandTax8taternents, filedforthemlendaryearendJngwithorwlthinthsyearaoveredbythisretum,,,,................ 2a 186 b itatteastonesreporteoontineaa,dkltheorganlzatlonfileartrequkeotederalemploymenttaxreturns",, , , 2b X Nets: Ifthe sum of lines la and 2a 16 greaterthan 250, yOU mad be requlredtoe-f//e (aee Inebuctiona) aaDidtheorgantza&+nhaveunrelatedbualnessgrosslncomeof$1,000ormoredurlngtheyear? X b If"Yes,'hasltliledaForm9 €l0-Tforihlsyear?rr'No"toflne3b,provrdeanexplanetlonwSchedufaO iiiii*iiiiiiiiiiiiiii 4a Atanytlmedurlngthecalendaryear,didtheorHanlzationhaveanlnterestln,oraslgnatureorotherauthorityover,a financial account in a forelgn oountry (suah as a bank account, securities atxiount, or other flnanchl account)?,,,,,,,,,,,,,,,,,,,,, 4a b lf'Yes,"enterthenameoftheforelgncountry >
See Instrudlone fortlllng requirements for FinC:EN Form 114, Report of Foreign Bank and Financial Act,tiunts (FBAR). 5a Wastheorganlzatlonapartytoaprohlbltedtaxahsllertransacflonatanytlmeduringthetaxyear? ,,,,,,, 6a b Dldenytaxablepartynotlfytheorganizationthatnwasorisapartytoaprohibltedtaxshe+tertransactlon?,,,,,,,,,,,,,,,,,,,,,,,,,, ei5 0 If "Y!'S' fO tins 5a 0r 55, did the organlZ8tlon ffie FOrm 8888-T? 6@ 6a Doestheorganizationhaveannuaigrosarecelptathatarenormallygreaterthan$100,000,anddkltheorganlzatlonsolk.+t any comrlbutions that were not tax dedtx.ttble as charitable contributions? b lf'Yes,"dldtheorgan+zaUonlnaludewRheveryaolialtatlonanexpreaaalatementthatsuchcontrlbutionaor@ifts were not tax deductlble?
7 0rganizatlons that may rscalve deductlble contributions under section 170(Ol. a DldtheorganlzatlonracelveapaymenlinaxaeaSof$75madapartlyasacontrlbutlonandpartlyforgoodsandservlcesprovldedtothepayor? 7a b If"Yes,"dldtheorganlzatlonnotlfythedonorofthevalusofthegoodsorservk:eaprovided? . ai ., 75C Dldt)'ieorgankat1onsell,exchange,orothemlsedisposeoTtanglblepersonalpropedyforwhkihitwaarequlred to file Form 8282?
d If '/es,' Indicate the number of Forms 8282 filed during the year iiii 7d e Did the organlzallon recelve any funds, directly or Indirectly, to pay prem!uma on a personal benefit aontract? , ,,,, 7e f Did the organization, during the year, pay premlums, dlreQ or kydireatly, on a personal benef(t aontra# ,,,,,,,,,,,, , 7f g It the organization recelved a contrtutlon of quallfied Intelleatual property, oio ths organlzatlon file Farm 88gg as required?., 7g hT/ A h Iftheorganlzatianracelvsdacontnbutionofcars,boats,airplanes,orotherveihlcies,dkltheorganlzatlantileaFomi1098C? 7h N/j!k B 8ponaoringorganizstlonemaintainingdonaradvlsedfunds.Dtdadonoradvtsedrundmalntalnsdbythe sponsoring orgsnizatlon have exams business holdlngs at any thne during the year? 9 Sponsoring argantzations malntalnlng donor adVlsed funds. a Dldthe6pansorlngorganlzatlon rmkeanytaxabledlatributlonsundeirsecUon496B? , N/A 9a b Dldthesponsorlngorganizatlonrnakeadlatributiontoadonor,donoradvisor,orrelatedpersan? ,,,,,,,,,,,,,,,,,,,,,,,,,,,pl7'.,,, 9b10 semionsol(o)(7)organlzatlons.Enter:
a )nitlatlonfeasandaapltalcontrlbutlonslncfudedonPartVIIl,Ilne12 i N/A 10a b Gross reaelpts, Included on Fomi 990, Part Vlll, 11ne 12, far publb use of club faallltles ,,,,,,,,,,,,,,,,,, 10b 11 8sctlon 6D1lo)(12) organizaUons. Enter:
a Groselncomsfrommambersorshareholders ,N/,A,,, 11B
b € rosa lwome from other sources (Do not net amounts due or paid to other sources against amounts due or recelved frorn them.) 11b
12a 8eotlon4947(a%l)non-exemplchar(tabletrusts.IatheorganhatlonflllngFomi990lntleuofForm'l041' 12a b If 'Yes,' enter the amount oftax-exempt Interest received or aacrued durtng the year ,,....Nl.?'... l i2bl18 8ectlon60$)(g9)quatiflednonprofithealttiinsuranceissuera. a (stheorganlzatlonlloenaedtolssuequallffedhealthplanglnmorathananeatate?., Note: 8ee the instructlms for additional Information the organization must report on Schedule O. b EntertheamountofreservestheorganlzatlonlsreqLIIredtomalntalnbythestataslnwhlchthe organlzatlon Is Ik.ensed to Issue quallfled health plans (, Enter the amount of reserws on hand
14a DIdthe?irganizatlonrecelveanypaymentsforlndaortann}ngservbesidurlngthetaxysar? **iiii***ii*i*ai**i**iiia*ia***iaai%**aaaii** 14a b If 'YB8,' Hag ik filed a Form 720 (O reportlhese paymenbi? If 'NO,'prClWde an eXplanatlOn on 8Chedufe 0 j4j) 15 lstheorganbatlonsublecttothesectlon49BOtaxonpaymont(s)ofmorethan$1,000,000lnremuneratkinor exoess parachute paymen$) during the year? XIf "Yes," see Instructlons and file Form 4720, Schedule N. 46 lstheorganizationarieduoatloriallnstitutlonaubleottotheseation4968exc1setaxonnetinveetmentlncome? If 'Yes," oomplgte Foim 4720, St,hedule O.
6b
70 t'+
16 Fortr 990 :2020)
N/A 13a
N/,A,,, B
(i!la005 iz-eo.za
i7,b 334
The Whole Child - Mental Health &
poimggo(xo) Houaing Services 95-2031148 p,,,s
paovemance, Management, and oiscrosuiemeam 'oysgampnse tonnesathmugh mbeF>w7anjjora'tvtespome to floe 8a, 8b, or 10b below, des fhe drshinaea, , orcharHya on 8dusdute O. See Inetructbns. ched< If 8ahedum O contalns aresponmornoteto any line In tlNa F%rt Vl Section A. aoveming Body and Management
[X]
Yes No
1a1a Enterthenumberofvotlngmembersofthegovemlngbodyattheendof)hetaxyear,,,,,,,,,,,,,,,,,, If ffierB are materlal di(ferences m votlng rlghts among members ofthe governing body, or If the governlng body delegated broad authority [0 an exattillva cnmmithie arsimilar aommittee, explain on &;hedule a b ater thei number Of votlng members Inctuded On line la, abOVe, WhO are independent ,, , ,,,,,,,,,,,,,, lb 2 Didanyofflcer,director,trustee,orkeyemp)oyeehaveafamllyrelatlonshiporabuelnessrelatlonshlpwithsnyother offimr, director, trustee, or key employee?
3 Didtheorgarrizatlondelegatet.ontrotovermanagementdutlescustomarllyperfamiedbyorunderthedlredsupervlslon of officers, dlredors, trustees, or key employees to a management company orother person? 4 Did the organization make any significant changes to ita governlng documents slnce the prior Form 990 was flled? 6 Dldtheorganlzatlonbecomeawaredurlnglheyearofaslgnifk,antdlveraionoftheorganlzatlon'aasseta? 6 Dldthearggnlzatlonhavemembersoratockho)ders?
7a Dldtheorganlzatlonhavsmernbers,stockholders,orotherpersonswhohadthepowertoelectorappointoneor moremembersofthegovemingbody? , , 7a
b AreanygovernancedeclslonsoFtheorganlzatlonreservsdto(orsublecttoapprovalby)members,stockholders,or persons otherthanthe governlng body?
s DldtheorganlzaUoncontamporaneous§documentthameetlngshaldorwr!ttenaiionsunderlakendurlngtheyearhylhetollowinO:
a The govemlng body?
b Eachcommltteewlthauthoritytoaotonbehalfofthegovernlngbody? 9 Isthsnsanyoffk,er,dlreatorltrustee,orkeyemployeellstedlnPartVll,SeotlonA,whocannotbereaahedatthe or4an1zation'amall)ngaddrsss?)f"Yes,"pmvklethenernegandaddressesonSchedii/eO,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, 9 Section B, Policies (Thls Sectkin B mquests Informatbn aboutpolk.les notrequked by the Internal'Revenue Cod 2 X
8 4
6 e
x
x
x
x
x
7b x
x
13 13
8o X
sb X
Yes No
10a x
10b
lla x
12a X
12b x
12(! x
13 X
' 14 x
15a X
18b X
16a x
1Bb
10a DIdtheorganlZatlonhavelocalCitTaptere,t}ranOh88,orafffllates? b lf'Yes,"didtheorganlzatlonhavewrlttenpolk.Iesandproaedureegovernlngtheactlvitlesofsuahahapters,affillatea, and branches to ensure their operations are consistent wtTh the organlzatlon's exempt purposes? l1a HastheorganlzatlonprovldedacompletecapyofthlsForm990toallmembersofltsgovsrnlngbodybeforeflllngtheTorm? b Dest.ribe in Schedule 0 the process, If any, used by the organization to review this Form 990. 12a Dldtheorganizationhaveawrittenconfllatoflntaregtpolk,y?/f'No,"goto//ne73. b wtireottlcers,ttlrectors,ortrusiees,andkeyemplo7easrsquiretltoaisctosaaiinuaiiyintaresbihatcouiogiver:setaconflitts'? ,,.,,,,... 0 Dldtheor(1anizationregularlandconslstentlymonitorandenroncecompllancewRhthepollcy?!r'Yeg'descrffie In ScheduleO hm khls W!151 dme
13 Did the organlzatlon have a wrmen whlstk.blower polk,y? *4 Dldlheorganlzatlonhaveawrtttendocumentretentionanddestructlonpoffcy? '16 Didtheprocessfordetermlnlngcompenaatlonofthefoaowlngpersonslncludearevlewandapprovalbyindependent persons, aomparablllty data, and contemporaneous substantiatlon ofthe deliberation and dsclslon? a The organization's CEO, Executive Director, or top management offlclal b Other offcers or key employees of the organization
If "Yes" to line 15a or 15b, describe the process In Schedide 0 (see instructions). 16a Dkitheorganlzatlonlnvestin,:,ontiibuteaesetsto,orparticlpatelna}olntventureorslmllaranangementwmia taxable entity during the year?
b If "Yes," did the organizatlon follow a wrltten policy or procedure requlring the orgadzatlon to evaluate its partk,lpation In joint venture arrangements under appliaable federal tax mw, and take steps to safeguard theorgantzatian'a exempt status wlth respect to such ar4ernents?
Section C. Disclosure
*t bistihestateswithwhichacapyorthisrormggoisrequirsotobenieo>CA 18 8sctlon8'l04requkssanorganlzaUontomakeltaFormsl023(j024oMO24-A,ifapplk,able),990,and990:T(8ectlan501(c)(3)sonly)avaltable for public Inspection. Indlt,ate how you made these available. Cheok all that apply. € Ownwebslte [X] Another'awebslte [X] upon request € other(expiarnonschmuieo) 19 DescrlbeonSchedulsOwhsther(andlfso,how)theorganizatlonmadeitsgovernlngdomments,conflk,toflnterestpolk,y,and!ianclal statements available to the publk, during the tax year. 20 State the name, address, and telephone number of the person who possesses the organizatlon's books and records > The Whole Child coo Constanza Pachon - (562)692-0383 10155 Colima Road, Whittier, CA 90603
a3200(1 124-20 fop 990 (2020)
/?'7 335
The Whole Child - Mental Health &
Form99D(2020) Housing Eierviaes 95-2031148 r>aqe7
peompensation of (5fficers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent C<mractors
Check iT 8Thedule O contalns a response or note to any Ilne In this Part Vll [2] Section A. Offiaers, Dlremorsi, Trusteeg+ Key Employees, and Highest Compensated Employees ls Completsthistableforallpersonsrequiredtobellsted.RepoitoompensationforthecalendaryearendingwRhorwThlntheorganhatlon'staxyear. * Ll8t all Of the organization's aurrent Dffit.era, dlrectors, trustees (whether indhilduals or organlzstlons), regardless of amount of compensation.Enter -O- hi columns (D), (E), and [F) if no compsnsatkin was paid. * List all ofthe organization's current key employees, If any. See Instructions for definition of "key employee." I Li9t the organization's five OUrnent hlghest oompsnsated employees (other than tin officer, director, tmteo, or key employee) who received report-able oompensatlon (Box s of Fomi W.2 and/or BoX 7of Form 1og9-MISC) or more than $1oolOOO from the organization and any refated organizations. hLlstallofthe formgr and $100,O€Oofcompsnsatian fmm the organization and any related organizations. * Llat all of the organization's former directors or tnisteesthat received, in the oapacity as a formerdlrector or trustee of the organization,moiethan $"l0,000 ofreportable compensation Uom the organization and any related organizations.
See Instnictlons for the order in which to list the persons above. € Cheok this box If neither the oraanlzatlon nar any rslated 'yraanb<atlan comoensat=d anv current oflk.er. director. or trustes. (A)
Name and title
(B)
Average
houys per
week
(list any
hours for
related
organlzatlons
beloW
line)
(O)
Position
fdo not check more than one
i btix unloqs person Is bolh an
ofll-ier ard a tl'toolcr/lnieloe)
(D)
Reportable
tiompenaatlon
from
the
organization
(W.2/1099-MiSO)
(E)
Reporkable
compensation
from related
organtzEtttna
(W.2/1 099-MISO)
€F)
Estimated
amount of
Other
compensation
from the
organlzatlon
and related
organizations
!l
b
a
I
j,
!
N
!
ai
g
!
%
ffi
ff
!!
N
D
H pi
N@
!!
VH
b
ffl
!
(1) Constanza ?achon 40.00
x 206,727. 0. 27,943.(JO
(2) Btaay Jinomoto 40.00
x 153,874. 0. 20 , 899.
CFO
(3) Franz ?. Jordan 40.00
x 147,061. 0. 12,669.COO (End 1/21)
(4) Juliei Scaliae _3_
x 118 , 510. 0.
I
13 314.Senlor Disc. of Develp, & C'om.
(5} guan Martlnez 40.00
x 102,277. 0. 18,283.
Program Direator
(6) Vaneaaa Eiedano
p
x 100,031. 0. 4 , 715.
Managlng Dlr. of Houaing Svca,
(7) Monica Alfaro WsllLng 1.00
x x 0. 0. 0.noard Chalr
(B) Alex Noiaa i.OO
x x 0. 0. 0.noard Vice Chair
(9) Janlae Roodzant i'.OO
X x 0. 0. 0.Elearetary
(10) Danslle '['homaen 1.00
x x 0. 0. 0.
Tlae&gurer
(11) Lyonel Alexander i..OO
x 0. 0. 0.Boa_rd Member
(12) (Jary Martinaz 1.00
x 0. 0. 0.Board Member
(13) (!onny Me(!o:cmack 1.00
x
I
0. 0. 0.soard Member (Start 1/11)
(14) Corinne Murioz 1.00
x 0. 0. 0.Board Membar
715) Thedora Nlckel 1.00
x 0. 0. 0.Boare! Member
(If) Robert. J, Qulat
x 0. 0. 0.
Boatd Msmber
127) ?ablo 8obo 1 ;'D 0
x 0. 0. 0.3(iard Member (Start 3/21)
OWOO7 1/1420 Form990(202ff,
336
The Whole Child - Mental Health &
"ornitl90(:302o) Houalng ServiC €31 95-2031148
J"ad" 8ectionA,Offioers,Directors,Truslees,KeyEmiloyeas,andHighestCompensatedEmploysa(cone/nusd) IA) <B) (C) (D) (E)
Narneandtffle Average Position(do notahe* more than Cna Reportable Reportable houT'aPer box.unleespersonlsbolhan compensation cornpensat!on week a"k"a""""""h"as) from fmmrelated
IF)
Estimated
amount of
other
compensation
from the
organization
and related
organizations
(18) Dr,
Boazd Member (Eltart 3/21)
(19) EllZabeth Buakingham
Board Member (8tast 3/21)
(lb;t any ;,
hours for ,
orgraenlaizafetdlons % R H N
organization
(W-2/1099.MISC)
organizations
(W.2/1099-M1S€,}
x
0. 0.
tb8ubtotal > 828,480.
c Total from continuation sheetsto PartVll, SeationA ,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, > 0 * a Total(addlineslband ic) ... > 828, 480 *
2 Totalnurnberoflndlviduals(Inckidingbutnotllmltedtothosellstedabove)whorecelvedmorethan$lOC,00 €)ofreportable compensation from the or>nlzatlon 2
97 , 823.
0. 97,823.
6 Yes N€)
s x
4 x
s X
3 Dldtheorganlzatlonllstanymrmerofflaer,dlreatorlhuatea,keyempkiyee,orhlghastcompensatademployeeon llnela? lf'Yes,'wmplete8;heduleJfqsuchhdivkluaf
4 Faranyh'idhildualllatedon!lnela,lstheumofreporbibhspeneatkxsndotherootnpensathxifromthaorgantzation and related organkatlons gieater than $150,000? ff'Yes,' ledhh Brhedub Jhrsudi indivlduaf 6 DIdanyperaonllstedonllnelaraoeiqoraamiecornpensatlonfromanyunrelatsdorganizationorlndMdualforseirvk,as rendered tothe organlzatlon? jf 'Yes,' complete8diedula J rorsuTh pemm 8eatlon El, Indspendsnt Contractors
1 Ciompfetethlstgb)eforyourflvehlghestttimpsnsatedlndependemaontractarsthgtre>hiedmorathan$l00,000ofcornpensatlorifmm the oraanlzatlan. Reoart comoensatlan Forths calendarVssrendlna mUi or wUhl'i the oroanlzatlon's tax vear. (A)
Name and business address
(B)
Dsscrlptlon of services
(C)
(,ompensatlon
Ntudio 6
7701 L Slauson Avenue, Comerce, CA 90040 Crisis Housing 392,165.
Core Group, 3738 Thayer Avenue, Suite" 104,
Long Beach, CA 90808 IT 268,230.
noyalty znn
8730 Artesia Blvd., Bellflower, CA 90')06 Crisis Housing 174,293.
Home Sweit Home
426 S. Bayle Avenue, Los Angeles, CA 90033 Crisis Housing 169 , 059. y Family' H6usi.ng, 7843 Iiankerghim Blvd.,
North Hollywood, CA 91605 Crisis Hou8ing 151,195.
2 Totalnumberofindependentcontractors(lnciudlngbutnotlimltedtothoselistedabove)whore>kedrnorethan $100iOOO ol compensation from the organization 2 8
03WI 124-Kl
Fomi990(2020)
!'7'7 337
Tha Whole Child - Mental Health
Check lf8chedule O contains a response or note to anv lire In thm Part ull (A) I
Total revenue
€8)
Remed or exempt
fundion revenue ]
IC)
Unrelatsd
business revenue
(D)
Rsvenus excluded
Irom tax undar
sections 512 - 514
1 a Federated>mpalgns ,,,,,,,,,,,,,,,
b Membershlp dues ,,,,,,,,,,,,,,,,,,,,,
c Fundramkrg events ,,,,,,,,,,,,,,,,,,,,,
d Related orpamzatlons ,,,,,,,,,,,,,,,
e Governmentgrants (contrlbutlons)
t Allotherr:ontrlbutkins,gifts,Htants,and
slmilaramounls notlm,luded abova...
g Naniiashiianlilbutlonglnchxledlnllnssia-lf
*a
17,815,791,
lb
10 ld
1e ' is:'taa,aas.
if 1,081,548,
Ig $
h TotatAddllnssla1f............................,....,......,.,..... > 2 B allant fees
Buslnesa Code
621610 15,747, 15,747,
b
c
d
e
f Allotherprogramserv(csrevenue,,,,,,,,,,,,,,,
g Total,AddUnes2a4T.................................................. 2 15,747, B Investment Inmme (lncluding dividends, Interest, and other slmll=ir amounts),,,,,,,,,,,,,,,,,,,,,,,,,,_,,,,,,,,,,,,,,,,,,,,,,,, @ 4 Irx,omefromlnvestrnsntoftax-exemptbondproceeds >
5 Royalties ..................................................................... > 77,566, 77,565,
0 a Gross rents ,,,,,,,,,,_,,,,
b Less: rental expenses,,
c Rental Income or (loss)
6a
li) Real li Personal
10 , 350.
6b 0.
ec 10,350,
d Netrentallncomeor(Ioas) ..............,.......................... r 10 , 350, i0 , 350, 7 a Gross amount from sales of
assets othey than Invantory
b Leaa: aost ot other basis
and sales expenses ,,,,,,,,,
c Galn or (loss) .,,,,,,,,,,,,,,
7a
(I) Securnles (l Other
7b
7c
a Netgalnor(lais) ....................................................... r a a Gross Income from fundraisina events (not
inaluding$ of
aontrlbutiors"reported on line ant).'ffiee
PartlViline18 ,,,,,,,,,,,,,,_,,,,,,,,_,,,,,.,,
b Less:dlret.texpenses_,,,,,_,,,,,,,,,,,,,,,,,,,
8a
8b
c Net Income or (loss) from fundraislng events ,.,,,,,,,,,,,,, > 9 a Groea Income from gaming actMtisa. Ses
Part IV,lhie 19 ,,,,,,,,,,,,,,_,,_,,,,,_,,,,,,,,,,,,
b Less:dlreotexpenees ,,,,_,,,,,,,,,,,,,,,,,
9a
9b
o Nstincorneor(loss)fromgamlngactlvltler ......,,,,,,,,,,,, > 10 a Gross sales of inventory, less returns
and allowances,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,
b Lesa: cost of goods sold ,,,,,,,,,,,,,,,,,,,,,
10s
10b
_ c Net Income or (loss) fmm sales of Inventorl .,,,,,,_,,,,,,,,,, 2 II B O!.hsr _lm.oine
5uslriees Code
gooog9 1,222, 1,222
b
c
d Allotherrevenue,,,,,,,,,,,,,,,,,,,,,,,,,, ,,,,,
e Total.Addlhesl'lal1d ..................,,.,.,..,.....,......,,.... > 1,222. 17,920,676, 2(i,[197, 0, 78,788
03/!a09 ffl-23-20
95-2031148 Page9
Form990(20204
338
Mental Health &
8edkin 5m($) and 602(:.84) orgrdmtkymrnust comp/efe affcok*nm. ML otherorgankatk>ns must wmphab cohjmn (A).
Cheak Ifediedule O contains a respone+e ornote to anvllne In thm Part lX.... f)o not h amounhrgparld on J/nes 8b,
7b, 8b, 9k qd 'tab of%t Wff.
Ll
(A)
Total expenses
(B)
Program asrvk,e
expenses
(C)
g':;'!' ernx=n::, Fungls1ng
expenses
2,666,961. 2,666,961.
570,953. 102 , 341. 468,612.
8,637,630. 7,E)67,i.58. 589,526. 180,946.
185,475. 162,297. 21,414. 1,764.
1,161,843. 1,057,829. 71,870. 32,144.
674,511. 587 , 680. 73 , 489. ' 13,342.
j
I
65,622. I 65,622.
43,300, 43,300.
35,382. 35,382.
12,625. 12,625.
20,574. 3,629. 16,859. 86.
31:1,009. 256,133. 49,933. 4,943.
371,031. 328,070. 36,159. 6,802.
1,682,640. i 1,589,429. 91,313. 1,898.
50,099, i 29,413. 20,221. 465.
I
I
8j_,355. '11,763. 240. ' 3,352,
5,549. 5,549.
I
135,380. i 115,003. 18,879. 1,498.
170i979. i 105,449. 64,236. ' 1,294,
I
'80,674. 78,470. :LO6. 2,098.
58 , 402. 58,327. 75 ,
48, 689. 38,239. 8,782. 1,668,
41,060. 35,196. 5 , 658. 206,
43,352. i 351888. 6,868. 596 .
17 ,155 , 095. 15,149,573. 1,752,345. 253,177,
I
I
1 Grantsandotherasslslancetodomeslk:organlzations
and daniestk governmenls. Sea Parl IV, line 21
2 Grants and other asslstance to domestic
individuals. See Part IV,line 22 ,,,,,,,,,,,,,,,,,,,,, 3 Grants and other assistarice to forelgn
organlzatmns, fore(gn governments, and foreign
tndMdualg. See Part IV,lines j5 and !6 ,,
4 Benefitspaldtoorformsmbers,,,,,,,,,,,,,,,,,,,,,
B Compensation of current offkyers, dlrectars,
trusteea, and key employees ,,,,,,,,,,,,,,,,,,,,.,,
a Compensation not Included ahove to dlsqiiallfied
persons [as deflned under sectlon 4U8(f)(1)) and
persons detglbed In section 4958(c%3)(B)
7 0thersalarlesandwages,,,,,,,,,,,.....,.,,...,,,,.
s Panslon plan aacruals and contrlbutlons (Include
sect)on 40t(k) and 403(b) employeriiontribullons)
9 0ther employee benefits
10 Payroll taxes
an peeaforservloes(nonemployees):
a Managsment
b Legal
0 Accounting
d Lobbylng,,
B Profosslonal(udralsingservlces.SeaPartlV,llnel7
f lnvestmentrnanagsmentlees,,,,,,,,,,,,,,,.,....,
g OIherilfline11gamounlexceeds10'/oafllne25,
column (A) amount,11sl line ! Ig expenses on Sch O.)
*2 /%dvertlslng and promotkin ,,,,,,,,,,,.....,,..,,,,,,, la Offlcs expenses
14 Information technology ,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, 45 Royaltles
18 0ccupancy
17 Travel
18 Paymsntsoftravelorentefainmentexpenses
for any federal, state, or looal publlc officials,,,
W) Conferenaes, conventlons, and meet1ngs .....,
20 Intsrest
21 Payments to afflllates
22 Depreolatlon, depletlori, and amorUzatlon
gs Insurance
24 0therexpenses.Itemlzes+iperisesnotaavered
above (LlstmlsceThanooiig expenses an line 24a. If
:;::agio,;.;';,t5x;: 10: g:l;;:,,yi::rn (A)
a Program supplies
b Recruiting
c Dues & fees
B Purchased equipment
e AH other expanses
5y> Totalfunotlonalexpenses.Addl)neslthrough24e
26 Jolntaasts.CampletethlsllneonlylfUieorganlzatlon
reported In columii (B) lokitcosts tromacomhlned
ediicarlonal campaign and fundr'alsint) solicltatlon.
Cheokhem) [:JltTollnwtnq80pna-z(A3Ci95B-720)
0:12[110 1M3-20 Form990 (202 €)
339
Fom 990
The Whole Child - Mental Health &
Hous' Services 95-2031148
Cheaklf 8dieduki 0 mntains aresoonseornoteto any line In this Part X (A)
Beginning of year
(B)
End of year
1 Cash - non-Intsrest-beging ,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,_,,____,,__ 2 8avlngs and temporary cash investments ,..,,,,,,,,,,,,,,,,,,,,.,,,,-.-.,..,,,...,,,,, I
3 Pledges and grants receivable, net _,,,,,,__,,,,_,,,_,,__,,,,.,,,,,,,,,,,,,,,,,,,,,,,,,,,,, 4 Accounts receivable, net ,,._,,,,,_,,_____...,____,,__., ....,,,,,,,,,,-..,,.....,,,,. !i Loanaandotherrecelvablesfromanycurrentorformerofflaer,dlrefflot, trustee, key amp(oyee, oreatororfounder, substantlsl contributor, or36% controlled entity or family member of any of these persons ,,,,,,,,,,,,,,,,,,,,,,,,,,, 6 Loansandotherreaelvableafromatherdiequalifledpersons(asdetined underseatlon495B(f)(1)),andperaonsdescrlbedinsaction4958(c%3)(B) ,,,,,, 7 Notesandloansrscelvable,net,,,,,,-..,,-..,,,,..,,,,....................................... 8 lnventotleaforsaleoruse,,,,,,,,,,,,,,,,,__,,,,,,,_,,,,,,,,,,,,,,_,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, 9 Prepald expenaes and defaned Thargea ,......,,,,...,,,,,,.........,,,...,,,,,...,,,,,, 10a Land, buildlngs, and equipment: cost or dher
basis.CompletsPartVlof!ochedulaD ,,,,,,,,, 10a 9 z 508 i 007 * 1,937,363. 1 1,094,747.
977, 229, '2 10 , 645,
:9
1,971,676. 4 2,118,797.
6 6
7 8
134,745. 9 115 , 211.
2,694,255. 100 7,686,063.b Less: acmmulated depreciation ,,,,,,,,,,,,,,,,,, 10b 1,821,944. 1j Investments-publk,lytradedssourttles,,,,,,,,,,,,,,,,,,,,,,,,,,_,,,,,,.,,,,,,,,,,,,,,,,,,,,,, 12 lnvestments - other seaurltles. See Pari IV, line 11 ,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, 43 Investments-program-relatsd.SesPaitlV,llnell ,,.......,,,...,,,,,,.,,,,........ 14 Intangible assets ..-....,,,,,,,,,,,,,,,,,.....,,,-..,................................................ 18 0ther assets. See Part IV llne lj ,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, 16 Total asseta. Add lines 1 through 16 (must equal Ilne 33) ,............................. 4 ,158 , 543. l"l 3,108,713.
38,063. 12 65', 250.
13 %
39,752. 15 118,624.
i.l,951,626. 18 14,318,050.
17 Attiaunts payable and accrued expenses ,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, 18 Grants payable ._,,,_,,,._..,,,...,,_,,....................................................... f9 Deferredrevenue,,,,,,,,,,,,,,,,,,,_,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, S!O Taxexemptbond llabllltles ,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,....._.....,,_.,..,.,.,.. 21 Eicrow or custodial acount llablUty. Complete PartlV of Schedule D ,,,,,,,,,,,, 22 Loans and othsr payables to any current or former oFfk,or, director, tnJat%, key employee, CrGatOr ClrlQurlder, su5atantial contrlbuto(, Of 35% controlledentltyorfam!Iymemberofanyofthesepersons ,,_,,,,,,,,,,,__,,,,,,,,, 23 8scured mortgages and notes payable to unrelated thlrd parties ,,,,,,,,,_,,,,,,, 24 Llnsecured notes and loans payable to unrelated third partlea ,,,,,,,,,,,,,,,,,,,,,,,, 26 0ther llabl(itles (lnoludlr+g federal Income tax, payables to related third parties, and other llabllltlas not Included on llnesl7-24). Complete Part X of8oheduleo *a*iiii.4a*ai.,,
26 Total tlablllties. Add 11nes j7 through 25 .,,......,,.......,,,,,,,,,u,n,,,.,,,,..,.,,,,,,,,,, 1,348,829. 17 2 ,109 , 729.
18 19
2tl
21 22
1,464,000. 23 3,902,930.
1,647,000. 24 0.
579,239. 25 0.
5 , 039 , 058. 26 -6 , 012 ,659.
Organlzatlonathatfolk+wFA8BA8C9e!licheckhere > LXJ
and mmplete Hnes 27, 28, '&, and 83.
27 Netassetswithautdonorrestrlctlona ,,,,,,,,,,,,,,,,,,,,,,_,,,..,,,,,,,,,,,,____,.,,,,.. 2B Net assets wlth donor restrk.tlons
Organlzalions that do not followaFAaB'J%8C:'988i"oheak Wre'j;'aO -- and complete lines 29 through 33.
29 Capitalsttx,kortrustpdnclpal,ort,urrentfunds.,,,....,,,...,,,,_,,,,,,,,,,,,,,,,,,,,,,,, SO Paid-Inormpfflalsurplus,orland,building,orequipmentfund,,,,,,,,,,,,,,,,,,,,,,, al Ratained eamings, endowment, accumulated income, or other funds ,,,.,,,,,,, 32 Totalnetassetsorfundbalanoes,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, 33 Total liabilities and net asaets/fund balances ,.,,....,.,.....,............................... 2,396,077. 27 5,824,454.
- 4,516,48:L. 28 2,480,937.
29 I
30 81
6 , 912 , 558. 82 8,305,391.
11,951,626. 33 14,318,050.
Form 990 (zozc)
j'l la-Zt40
340
The Whole Child Mental Health &
MF'99o'ReO)conciliation oHfoNuest"Anssget8BervicaB
Check If Sdieduk+ O oontalne a response ornote to any line In thls Part XI 95-2031148 Page 12
1 17,920,676.
2 17,155,095.
a 765,581.
4 6,912,558.
6 627,'252;
6 7
8 9 0.
'tO 8,305,391.
1 Total revenue (must equal Part Vlll, aolumn (A), )ine 12) 2 Total expenries (must equal Part IX, co(umn (A}, line 25) 3 Revenue less expensee. Subtract )ine 2 from line 1
4 Netasselsorfundbakincasatbeglnnlngofyear(mustequalPartX,Ilne32,column(A)),,,,,,,,,,,,,,..,,,,,,,,- 8 Net unreallzed gains (losses) on Investments
(3 Donatsd services and use of facilltlss
7 Investment expensmi
period adjustments
9 0therchangeslnnetassetaorfundbalances(explalnonSoheduleO) 10 Netassetsorfundbalanmsatendofyear.Comblnelines31hrough9(rnustequalPartX,Ilne32, I
Check If Schedule O contains a response or note to any Ilne In this Part Xll Yes No '
x2a
2tl
I
X
2a
I
x
3a x
3t) X
1 AcoeiuntingmeithodusedtoprsparathsFomi990: € Cash [X]Accrua! € Otheir If the organization changed its msthod of accounting from a prloryear or diecked "Other,' sxplak'i In Schedule O. 2 a Were the orHantzat(on'a financial statements compiled ot reviewed by an hidependent accountant? If "Yes,' OheCk a bOX btilOW tO Indlcate whether the flnanalal statements ftirthe Year were complied Or revlewad On a ssparate basis, consolldated basls, or both:
€ Separate basis € Consolidated basis € Eloth consolldated and separate basis b Weretheorganlzation'aflnancialstatementsaudltedbyanlndependentaccountant? tf "Yes," check a box bsfow to Indk,ate whether the flnanclal statements forths yearwere audited on a separate basis, consolldatad basla, or both:
[X]separatebasia [J Consolidatedbasia a Bothconsolldatedandsaparatebasls c If"Yes"toline2aor2b,doestheorganlzatlonhaveaaommitteethatassurnesresponsibllityToroverslqhtoftheaudR, review, or compllatlon of1ts flnanda1 statements and geleotlon of an Independent accountant?,,,,,, , If the organization changed either ltS oversigbt process Or seledlon prOCess during thetaX Yeari explain On 8chedule o. aa Asareisultofafederalaward,wastheorganlzatlonrequlredtoundergoanauditoraudltaassetforthlnthe81ngleAudR pot and OMB Clraular A-133?
b If 'Yes," did the organhatlon undergo the requked audit or audits? If the otganlzatlon did not undergo the required auolt or audlts, explain why on !!<hedule O and describe any steps taken to under(lo such audits Fomi%0,2020)
1([3
a32012 124-20
341
SCHEDULE A
(Form 990 or 990-EX)
OMB Nti. 1545-[)047
2020
Open to Publlc
Inspectlon
Employer Identlflcatlon number
95-2031148
Public Charity Status and Public Support
Complete If the organhatlon is a sectlon 501(c%3) organlzaUon or a aeaUon 4947(e%1) nonexempt charRable tru!itOapgttnmtlOlllmTta > Attaah to Form 'JEX) orForm 990-EZ- "" %ve"'o"a"v" > Go to wwwJrs,gov/Farm990 for Inatruatione andthe latest information, HByneoftheorganizatlon The Whole Child - Mental Health & Housing Services
IPartl I ReasonforPublicOharityStatus.(piiorganizatiansmustoompietothispan.>seeb'iatiuouons. "1a o6'a"'Aa'0'oh'ur't,ha,"oC'OanVoe"n'tal0'an'Oof't.":uar'0'oh:,"aOoraa'8a9aOC'i'aatlO"n"Of':ahau;Oh"es'od'ea:cr'la5;d"kta::o;t'l'0no'la70("ob"X'lXAXi)- 2 [1] Aschooldsscrlbedinsectlani7$)(1%A)(ii)iAttaahSaheduleE(Fonn990or990-Ea).) [2]Ahosplta)ora lnssctionl70(b)(1)(A)(iii).
4 € A medlcal research organization operated In conjunction wlth a hospital desoribed In section '17$%1)(A%iii). Enter the hospital's name,city, and state:
s € Anorganlzatlonoperatedforthebenefltofacollegeorunlversltyownedoroperatedbyagovernmaitalunltdescrlbadln sedlon l70lb%l}(A)(lv). (Complete Part II.)
8 € Afederal,eta}e,orlocalgovernmentorgovemrnentalunMescrlbedlnsectton17$)(1)lA%v). 7 € An organization that normally rsce[ves a substantial part of Its support fmm a governmental unit or from the general publk, described in sgtlon 170(b%'l%A)(vQ. (Complete Part II.)
8 € Acommun1tytrustdescrlbedktseation170(b)(1%A%vi),(CompletePafflll.) e € An aglcultural research organizatk+n destirlbed In section 17$%i%A%ix) operated In conjunction with a land-grant college or university or a non-!and-grant college of agriculture (see Instruotlons). Enter the name, alty, and state of the college or unSergity;
'io [J Anorgan&attanthatnormariyrecetveJi)morethan33Va%orttsguppontromcontrtbutlonsimemberahlpfeesianoarossreaeipisrrom aiivitlsa relatsd to its exemptfunotlons, subject to certain sxceptlnns; and (2) no more than 33 1/3% of Its support fmm gross Investment ?come and unrelated buslnesataxable income (less section 51 1 tax) from businesses acquired by the organlzatbn afterJune30, 1975.
See section !!Qal(2). (Comp)ete Part Ill.)
1 t € An organbation organized and operated exclusively to test lor pubffc safety. See seatlon 609(a%4). 12 [1 Anorganlzationorganlzedandoperatedexalualvelyforthebenefltof,toperformthefunationsof,ortoaanyoutthepuiposesofoneor more publldy supported organizations deacr1bed In section m91a)(1] or section a%2). See seation 60JsX3}. Check the box in llnes 12a through 12d that desorlbea the type ofaupport)ng organizatlon and complete lines 12e, 12f, and "12g. a [1 Type 1. A suppottlng organization operatedi supervised, or controlled by Its supported organlzatlon(s), typlt.at)y by gMng the suppor!ed organization(s) the powerto regularly appoint or elect a majority of the dkaectors or trustees of the aupportlng organization. You must aomplate PartlV, Sections A and B. b Ll Typell.Asupportlngorganlzatlonsupervmedoroontrolledinconnemlonwlthitgsupportedorganizatlon(s),byhavlng control or management of the supportig organlzatlori vested in the same peisonsithat control or manage the supportetl organization(s). You must complete Part IV, 8ecllons A and C. a [ Typelllfunctionallyinte@rated.Asupportingorganlzatlonoperatedlnconnectlonwlth,andfun&lonallyWegratedwRh, Its supported organizatlon(s) (sea Instructions). You must aomp}ete Part IV, Seotions A, D, and E. d Cl Type Ill non-funatlonalty integrated. A supporting organization operated In connectlon wRh its supported organlzatkiri(s) that Is not funt.tlonally integrated. The organbatton generally must satisfy B dlstrlbutlan requirement and an attentlveness raqulrement (see Instructions). You must complete Part IV, Sections A and D, and Part V. e € Chat,k this box if the a'ganization remived a written determination ffom the IR8 that It Is a Type I, Type II, Type Ill functionally Integrated, or Type Ill nonfunctlonally Integrated supportlng organtzatlon. f EnteF the number of supported organbtlons
a Provldetherollowlnalnformatloriaboutthesuooort*doraanlzatlon(sl ' li)NameofsupporFed
organhatlon
(lil EIN (iiil rype of orqanhatlon
(descrlbed on lines 1-1 0
above (sea mslruOtlOns))
lnllvYlalua,lhnonnoiAt
tlallon Ililgn
iiinnciimmty {v) Amount of monmaiy
suppoit isee kistruckions)
(v0 Amount of other
aippod (sea Instructlms)Yes No
Total
L)MFOr Papsk ReduOtlOn Mt Th OtlOe, a(M) 'me Instruottons lor Form ggo or 9!aO-EZ, (l:l20li (if-98-!t 80hml0 A (FOlnl 990 or 990-EZ) 2020 (.5"? 342
The Whole Child Mental Health &
8cheduleA(Form990or9CEZ)2020 Housing Services 95-2031148 Page2 4 8upport8cheduleforOrganizationsDescribedin8ectionsl70(b%l)(A%iv)and170(b%1)(A)(vi) (Complete only H you checked the box on nne 5, 7, ore of Part I orH the organlzatlon failed to quali§ under Part Ill ifthe orgamzatkin FALLS tO quallfy underthe teata listed below, please OOlnplete Part In.) Section A, Public Support
Calendaryesr lorflsaal year hsg}nnlng iii}>
1 Gifts, grants, contributlona, and
membership fees rsoeived. (Do not
include any "unusual grants.")
(a)2018 (b) 2D17 le) 201 8 (d)2019 lei) 2020 (Q Total
2 Tax revenues levied for the organ
Ization'e benefit and either pald to
orexpsnded on Its behaff
3 The value of ssrvk.ea or facllltles
furnished by a govemmental unR to
the organization wnhout charge
4 7otal. Add lines 1 through 3 ,,,,,,,,
5 The portion oftotal contrlbutlons
by egh person (otherthan a
govemmental unit or publicly
supported organization) Included
on line 1 that exceeds 2% of the
amount shown on line 11,
column (f)
6 Pub!ia eupp@rt 8ubliaot llne s *om 11ne 11.
Sedion B. Total 8upport
[)alendaryear(or flsaal year haginnlng in) >
7 Amounts from Ilne 4
8 Gross Income fmm tnterest,
dMdends, payments received On
securities loans, rents, royalties,
and Int,ame from similar sources
0 Net kicoms from unrelated business
(a) 2018 (b) 20'l7 (c)20'l8 (d) 201 9 (e) 2020 (t) Total 121
activities, whether or not the
buslnetia Is regularly carrled on
1(I Other Inoome. Do not Includs galn
or (oss from the gale of caphl
14 Totaisuppart.Addltnes71hraugh10
12 GrossrecelptsfromrelatedactivRIes
13 First8years.4theForm990lefortheorganlzat!on'sflrst,second,third,fourth,orfifthtaxyearasasectlon501(a)(a) orqanlzatlon, check this box and stop here
Section C. Computation of Public
14 Publk, support percsntage for 2020 (line 6, cofumn (f), dMded by line 11, column (fly,,,,,,,,, ,,, , , , ,,,,,,,,,,, 14 15 Publk,supportpercentagefrom2019Sd'isduleA,Partll,linei14 ,, , 15 18a 33 i/3oA support test - 2020. If the organization dld not check the box on 11ne 18, and 11ne 141g 33 1?I% q more, check this box and b 33 1/3% support test - 2019. lf the organization did not chsck a box on line 4 3 or 16a, and line 15 is 331/3% or more, cheek this box 17a 10o/o -facts-and-ciraumstances test - 2020. If the organization did net ClhE)Ok a 50X On Ikie 'is, 16a, or 1ab, am line 141F11 (o (X morei and If the organization meets the Tacts-and-circumstances test, check thls box and stop here. Explain In Part Vl how the organization ryetsthe(acta-and-circumstancesteat.Theorganizationquallfleaasapubllclysupportedorganlzallon ,,,,,,,, ,,,,,, > € b WAi -facts-and-clrmmstances test - 2010. If the organization did not check a box on Ikis 13, 16a, 16b, or 17a, and Its 151s 10% or more, and ifthe organization meets the faatsand-airaumatancea test, check thla box and stop here. Explain h Part Vl howths 18 Prlvatefoundatlon.lftheor4anlzationdldnolcheckaboxonllnel3,18a,lBb,17a,or17b,checkthlsboxandseelnstructlons,,,,,,,,, > € 8t.hedule A (Form g90 or 990-E21 2020
a')"1022 (If-R!i41
343
The Whole Child Mental Health &
MScueA&Fu0rpmp9o9A%c9h@eW:':ooruOrougasn'iznAosnserDves'mceb8ed in Section 509(a)(2)
25.-2031148 Pags3
(Oompfete only if you checked the box on Ine 10 of Partlor )fthe organlzatlon failed to quallfy under Part II. If the organization falls toqualify under the tests 11stsd below, please complete Pgt II.) Section A. PublAc Support
Calendar year (orflstial year be(llnnlng In))
1 Gifts, grants, contributions, and
membership fees reaeived. (Do not
Include any "unusual grants.')
(a) 2016 (b)2017 (c) 20'l8 (d) 2019 (e) 2020 (f) Total
2 Gross recelpts from admissions,
merahandlse sold or services per-
formed, or facilities furnished in
any aotlvity that Is related to the
organlzaklm's tax-exempt purpose
3 Gross receipts from aatMtlea that
are not an unrelated trade or bus-
I
Iness under section 51 B
4 Tax revenues levied for the organ-
lzatlon's benefit and either paid to
or e:xpended on Its behalf ai*iiiiaiii*
5 The value of servlt,as orfacllitles
furnished by a governmental unR to
the organization wRhout charge
6 Total. Add lines 'I throu(i a ,,,,,,,,,
7aAmounts Included on lines j, 2, and
3 received fmm dlsquallfled persons
kg Amoinui Inokmed on ilnm 2 arm !l iecelved
from oter than dmtlualllled parsons that
aiicaed Iha 7estiir d &iJIOO or l% ol llie
amoiuil on Niis 13 lat lho ywr
o Add lines 7a and 7b
8 PublicsupPort-mui+ineinnniaimmiinee.i
Section B. Total 8upport
Calendar yaar (orflscaT year begthnlng lii) >
9 Amounts from line 6
10 a Gross income from Interest,
dividends, payments reoehred on
seouritles loans, rents, royalties,
and income from similar sources
b unrelated business taxable Income
(lass sectlon 511 taxes) from buslnesses
acqulrad after June 30, 1975
(a) 2016 (b) 2017 (c) 20'1 B (d) 2019 le) 2020 (Q Total 0 Add }lnea '10a and 10b
11 Netlncomefromunrelatsdbualness
amivities not lnckided In line 10b,
whether or not the business Is
regularly carried on ...,,-.........,,,,
12 0ther Income. Do not Include galn
or loss fmm the sale ofcapital
asma(ExplalnlnPartVl.) -=-
13 Total 8UppOrt. (Add lies9, 10a, ll and 12.)
14 Ftrstayears.lftherorrnggobtOrtleOrganlZatiOn'8fla8tiae00nd,ttilrdifOuM,Orfifihtax/earaSaa%ti0neOl(a)(3)organlZatOni aheak thls box and here
Section C. of Public
1!) Publlcsupportpercentagefor2020(llne8,aolumn(Q,divldedbyllnel3,column(f)) . 15 %16 Publla from2019Sdwdukr Partlfl llne15 ,,,, 18 %Section D. Computation of Investment Income Percentage 17 lnvestmentlncomapercentagefor2 €)20(llnelOa,column(f),divldedbyllnel3,column(f)),,,,,,,,,,,,,,,,,,,,,, 17 %18 fnvestment Income percsntage from QOVJ Schedule A, Part Ill, %ne 17 ,,,, ,,, 18 %i9a 33 413'/o support tests - 2020. Ifthe organization did not cheok the box an line 14, and Ikre 151a more than 33 il3%, and Hne 17 r notmorethanasizs'o,checbthisboxanostophere.arheorganizasonquaiinesasapubiiciysupporteoorganization,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,> €b 33 *l?b support tests - 2019. If the organization did not The:,k a box on line 14 or Ine 19a, and line 16 (s more than 331/3%, andtine'l81snotmorethan33'l/3%,oheokthlsboxandetophere.Theorganlzatlmquallflesasapubtlolysupportedorganlzatlon,,,,,,,,,,,, > €20 Prlvatefoundatlon.lftheorganlzatlondldnotchgkaboxonllnsl4,lgaior19b,cheekthlsboxandeeg.lre$pq.,,......,,..,,,.,,,,,,, > €oazariOl-2!1-21
8aheduleA(Form990or990-EiZ}2020
344
aa* -,gp-.2031148 Pap4
The Whole Child - Mental Health &
8ctieduleA(Form990or990-EZ)2020 Housf.ng Serv.tC'es
p 8upporUng Organizations
(Complete only if you chsked a box in line 12 on Part 1. Ifyou checked box 12a, Part 1, plete Sections A and B. lfyou checked box 12b, Part I, complete8ectlonsA and C. Ifyou checked box 12c, Part I, complete seCtiOrm A, D, and E. If 70u checked boX 12d, Part 1, complete Sections A and D, and compkte Part.:Vl Section A. All Supporting Organizations
Yss No
1 2
8a
ab
30 4a
4b
40 5a
at)
6c
e
7 8
9a
9b
Gk,
10a
jab
1 Arealloftheorganbatlon'ssupportedorganlzatlonsllstedbynamelntheorganizatlon'sgoveming documerb' jf'ND,' dv,Crlbe In PartVl hOW the Supported OrganlZatbm are de81gnatm. If deSrgnatedby class orpurpose, desr,ribs the deslgnattm. /f hislork.and continulngmlatlanship, explain. 2 Dldthe have does
undsr aeOtlOn 509(a)(1) Or (2)? lf'Ye8,' eXplain in PartVl kW the OrganrmtfOn determlnm ttiaf ther 8uppOrted organlzatlon was descrlbedln ear:tron 509(a)(1) or(2). 3a Didtheorgantzatlonhaveasupporledorganizationdescribedlnsection50'i(c%4),(5),or(6)?lf"Yes,"ans Ilnes 3b and Sc behw.
b DIdtheorganizatlonconflrmthateaahsuppartedorganlzatlonquallfiedundwseatlon501(c)(4),(5},or(6)and satlsfisd the public supporttests undsr sectlon 509(a)(2)? ff"Yes," desr,rlbeln Part Vl when and how the orgenlzatbn made the dMarmlnation.
c D]dtheorgankatlonensurethatallsupporttosuchorHanhatlonswasusedexcluslvelyforsectlan170(c%2%B) purposes? If"Yes," explain In Part Vl whatcontrols the organlzatlon putin pkwe toensum such use. 4a Was ariy supported organlzatlon not organized In the Unlted States ('foreign supported organization")? If "Yes,' and /f YOIJ cher:ked box 12a or 12b In Part /, answerllnes 4b and 4:.below. b €ldtheorganhatlonhaveultlmatecontrolanddlsaretlonlndecldlngwhetherlomakegrantstotheforelgn supported organization? /f'Yea:' desuxlbe In PartVl hOW t?O Orgar*mtiOn had 8uCh COnfroland drscretlOn despHa belng contmllad orsuperv)aedby orln cxmritlon with /fs supported organizations. c Did the organization support any foreign supported organlzation that does not have an IR8 determination under seailons 501 (c%8) and 509(a%l) or (2)? If"Yes,' explain in Part Vl what contms the organizatlon used toensuralhatallsupporltothafomlgnsupportedorganizatkinwasusedexclushielyforsection 170(c82)(B) purpOSe8.
5a Dldtheorganlzatlonadd,substitute,orremoveanysupportedorganlzatlonsdurlngthetaxyear?/f"Yeg,' answerlines 5b end 5c below(if applicable). ATw, provlde dMail In Part Vl, fnckidlng (0 the names andEN numbers of the supported organJzatrons added, substltuted, orremoved; (i0 the reasans for each such actron; (Ill) the authority under the organjzatlon's gganlzlng dacument euthorlzrng such gallon: and (iv) how the acUon was accompllshed (such as byamendment to the org;inr:zlng document), b Type I or Type II only. Was any added or substituted supported organlzatlon part ol a class already designated r the organization's organking documsnf?
c Substitutionaonly.Wssthesubstltutlonthereaultofaneventbsyondthearganlzatlon'scontml? 6 Dldlheorganizatlonprovldesupport(whetherlntheformofgrantsortheprovkilonofservlaesorfa6ntlss)to anyone otherthan (5 its supported organizations, (10 IndMduals that are part ot the charitabie Class benefbd ty One Or more Of itS supported organlzatlons, Or(ill) Other supportlng organizations that also support or benefit one or more of the flllng organization's supporked organizattons? If "Yes," pmvids dstaNln PartVl.
7 €Idtheorganizatlonprovldeagrant,loan,compensatlon,orotherslmllarpayiiienttoasubslantlalcontrlbutor (as deflned In section 4958(0%3)(C)), a Tamily member of a substantial contributor, ay a 35% controlled entlty wlth regard tO a substantial contributor? If"Yak, " COmplete Psuf / Of SOtteau!e L (Farm 990 0r 990-EZ). 8 Didtheorganlzatlonmakealoantoad(squallfiedperson(asdeflnedlnsectlan4968)notdescrlbadlnllns7? If "Yes,' complekePartlofSchedule L (Form 990or990-El). 9a Wastheorganizatlonoontmlleddlrscllyarindirectlyatanytimedurlngthetaxyearbyaneormore disqualified persons, as defined In section 4946 (ather than foundatlon managers and organizations dssmbed in section 509(a%1) or (2))? If"Yes,a pmvfde detaHln PartVl. b Dfd one or more dbqualllied persons (as deflned h line 9a) hold a controlling interest In any entity In which the supporting organization had an Interest? If "Yes,"pmvkie detalfinpartvr. a Dld a disquallfled person (as defined in line 9a) have an ownership Interest in, or derive any personal benellt *om, assets In whk,h the supporting organization also had an interest? /f 'Yes," provide detallin Part Vl, '10a Wag the organization subject to the e:xcess business holdings rules oT ssatlon 4g43 beoause of section 4943(f) (regarding certain Typsll supporting organlzatlons, and atl Type Ill nonfunctionally Integrated aupporting organlzatlons)? If "Yes," amwerllne 10b below. b Dld the organization have any exoees business holdings in the tax year? (Use Schedule C, Form 4720, to determlne whether the organlzatlon had excess busrness holdrngs,} 6chedule A (Form 990 or GKK)-EZ', 202o
/!'7
032024 (11)5gl
345
The Whole Child Mental Health &
ScheduleA(Fomi990or990-EZ)2o:O HouEllng ServiC!eEl
lPart IVI Supporting Organtzations (,.H,,B
95-2031148 Pege5
Yes No
11 Has the organization accepted a gHt or contribution from any of tm following persons? a A person who diremy or indirectly controls, either alone or together With peraons described In Nnes 1l b and 11c bekm, the govemlng body of a supported organization? 1 la b Afamllymatnberofapersondesarlbedinllne11aabove? 11b
(l A 35% controlled entit)l Ofa person de80rlbed in IkX) 11a Or 1 lb 8bOVe?ff "Yen' 20 llne 1la, I lb, Or 7 1r:, prOWde deal Jn Part Vl. l1o
SeatiOn B. rype l supporting Organlzations
Yes No
I Did!hsgovernlngbody,membersofthegovernlngbody,officersactinginthelroffk,Ialcapaalty,ormembershlpofoneor more sqpported organizations have the power to regularly appoint or eleot at least a majority or the organization's offk,ers, DIRECTORS, Or trustees at Elll times durlng the ttiX 7ear? ff "NO,' deSCrlbeln Part Vl hOW the supparted Organlmtl0n(8) effectively opereled, superAsed, or conkolled the organlmtlon's activftres. If the orgat*.atfon had more than one supported OrganlzaklOn, de8Crlbe hOW the pOWer8 tO appOirdand/Or remDW. Offlaers, dire(,lard, Or TRUSTEES wem arlOCEltedamOng the 8upp0rted OrganbatbnB and What COndtl0n8 0rrestrk,ti0n8, /f an)4 QfJliv:l tO wCh pOwer8 dlJring the taX year. 1 2 Didthsorganlzationoperateforthebenefltofanysupportedorganlzatlanotherthanthesupported organization(s) that operated, supervised, orcontrollsd the aupporting organlzatlan? if "Yes," explaln In Psrt Vl howpmvlding such benefit carrledout the purposes of the supporked organkat(on(s) that opemted, aupervlsed, or contmlled the support:g organlzaklon. 2 I
Section C. Type II Supporting Organizations
Yes No
1 Wereamalorltyoftheorganlzatlon'sdlrectorsortrustsesduringthetaxyesralsoamalorltyofthedlreators ortiustees of each ofthe organlzation's supported organlzation(s)? If 'No, " dewrkie In Part Vl how cantmr ormanegernentofthesupport(ngorganfmtlon wsvestedlnthesamepemom thatcontroffedormanaged the supported organlzatkin(s). 1
84aOfiOn D. All Tpe Ill 8uppOftlflg OrganlZatiOn8
Yes NO
1 2
3 1 DldtheorganlzatlonprovldetoeachofitsVpported0rganizatlons,bythelestdayofthefifthmonthofthe organhation's tax year, (I) a written notice descr{blng thelype and amount oT support provlded durlng the prkirtax Jear, (II) a Oop'y Oflhe Farm 990 that WAS mOtit rat,ently filed 83 0f the date ofnotlfioatlon, and (lil) copies Of the organizatlon's govsrnlng document> In sffecl onths data of notlflcatlori, tothe extent not prevlou$ provkied7 2 wereanyoftheorganization'aortitiers,oire:,toreiortrueteeseither(i)appointeoareieoteobythesupporteti organization(s) or(IQ servlng On the governing buoy Of a supported organlzatlon? /f 'NO, ' mplarn In Part Vl hOW the organkation malnterned a close and contlnuous workfngrs?atlonshlp with thesupported organlmtian(s). a Byreasonoftherelationshipdescribedlnline2,above,dldtheorganizatkin'sisupportedorganlzationshavea slgnlflcant voice inthe organlzatlon's Invsstment pollcles and In dlrectlng the use ofthe organization's Income or assets at all tlmes during the tax year? If 'Ye.s," deacrToe /n PartVl the mle the organ&amn's supportedorgantzatlonsplayedjn thlsregard.
Section E, Type Ill Functionally Integrated Supporting Organizations 1 Chv.ktheboxnexktothemethodthattherirganlzatlonusedkosatlsfylhelntegmlParlTestduringtheyea(seelnstruct}ons}. a € neorganlzaiionsattsfledtheAct:vltiesreet.Comp/eteiinepbelaw. b € Theorganhatlonlstheparentofeachofltssupportedorganlzatlons.Comp/e!eline3be/ow. c € The organlzatlon supported a governmental entity. Describe In Part Vl haw you supported a governmental entlty (see Jnstnu;rhos). 2 AatMtles Test. Answer lines 2a and 2b below. Yes No a Dldaubstantlal§anoftheorganlzatlon'saiivltiesdurlngthetaxyeardlrectlyfurthertheexemptpurposesof the supporked organlzatlon(s) to whlt.h the organization was responsive? /f "Yes,' then fn Part VI Identify those supported or(lanizations end explain how these actlvitles dlrerAyfurthered theJr examptpurposes, how the organizatkin was responslve to those supported organhations, and how the orgar*tatlon determined that these actMUes constituted substantlal!yafl of/ts adlvMes. b DIdtheaatMtle8desarlbedlnllne2aiat)ovei(X)nstltutea €.tMtle!,tt)atibutftTtheorganizatl0n'ainvolvementi One Or more Of the organization's supported organization(s) would have been engaged In? /f "YEIS, ' eXptain In PartW themasons kir the organlzatlon's posrtlon thatits suppMed organfzatLan(s) wouldtmve engaged fn these actMtles but for the organfzatjon'sJnvolvement.
3 Parentof8upportsdOrganlzatlons.Answorllnes3aand3bbe}ow. a Dkltheorganlzatlonhavethepoweirtoregularlyappolntorslectamslorltyoftheofflcsrsidtectors,or hustses of each of the supported organizatlons? If "Yes" or "No' provlde detach /n Part Vl. b Dd the vaanization exercise a aubstant)al degree of dlr€OtlQn OVer the pollclea, programs, and adlvitles Of eaCh Of ItB supported orqElnlzatlons? /f'Ye9,"deSC[lbB In Part Vl the rare pfa7Bdbyr the Orgerdzatbn h thl8 regard. aamzs 01-28-21 Schedule A lForm 990 or 9{K)-EZ:2020
b
m
aa
Th I
346
The Whole Child - Mental Health &
8cheduleA 990or 2020 Houalng ServjC!es 95-2031148 (,Part ype (II Non-Functionally 809(a)(3) 8upporUng Organizations 1 CHeck here Ifthe organization satlsfledfl'ie Imsgral Part Test as a quallfylngtrust on Nov. 20, 1970 leXplafn In PartVl). 8ee instruetlons.
All otherTVoe Ill non-functlona!ly Intearated suooortina oroantzatkins must comolete Sections A throuah E. 8ectiCin A -Adiusted Net Iru,orne (A) Prlor Year (B) Chrrent Year (optional)
4 Net short-term oapital gain 1
2 Flsoqverles of prior-year dlstdbutions 2
B Othergrosalrx.ome(seelnglructlons) ii 3
4 Add 11nes i through 3. 4
Fi.. Deptealation and depletion 5
6 Portion of operatliig expenses pald or Incurred for produatlon or collection of gross Income or for management, conservatlon, or malntsnance of property held Tot production of Income (see instnimions) e 7 0)herexpensea (see Instructlons) 7
3 AdluatedNgtlncome(subtractlines5,B,and7fromllne4) 8
Section B - Mlnlmum AssetAmount (A) Prior Year (B) Current Year (optional)
1 Aggrsgatefalrmarketvalusofallnon-exemptuseassets(see
Instrucllons for short tax year or assets held for part of year):
a Average monthty value of ucurifles 1a
b. Average monthly aash balanaes 15
c Falr market value af other nonexempt-use assets lc - d Total (add 11nes 1a, 1b, and 1CI) 1d
-e Disaounta)almedforblookageorotherfactors
(expraln /n detail In Part Vl):
-2 A;qumtlon Indebtsdness applk,abls to non-exempt-use assets 2 3 8ubtractllne2fromllne1d. 3
4 Cashdeemedheldforexemptuse.EnterO.0'l5dNne3(forgreateramount, see Instructions). 4
-5 Net vatue of non-exempt-use assets (subtract Ihis 4 from line 3) 5 s Multlp§llne__5byD.a35. e
-7 Recoveries-qf prior-year dlstrlbutlons 7
8 Mintmum Asset Amount (add Nne 7 to line 8) B
8eatlon C - Diatributab(eAmount Cunent Year
1 Adjusted net Income far prior Veer (from SeOtlOri A, line 8, COlumn A) 1 2 Enter O.85 of (lne 1. 2
3 t41nlmum asset amount for pbr year (from Sectlon B, line 8, column A) 3 4 Entergreaterofllne2orline3. 4
6 Inaometaximposedhipiioryear _ , 5
e DIatributableAmount.Subtragfline5froiiillne4,unlesssubleotto emergency temporary reduction (see Instructions). 6
7 LJ Checkherelfthecuirentyearlsthaorganlzatlon'sflrstasanarvfunctionatlyintegr;.itedTypelllaupportingorgtinlzatlon(see lnstruetions).
8ahstkmA (Fonn 990 or Ha-EX} Em
(Xm2a 0146-21
347
The Whole Chtld - Mental Health
8chaduleA(Form990or990-EEZ)2020 HouBf.nCi Servj.ces
800tion D - DJetributions Current Year
1 AmountspaldtosupportedorgantdonstoaccompNshexemptpurposes 1 2 Amounts paid to perfoim activity that directly furthers exempt purposes of suppofed organizations, in excess of Incom from activity . .._ 2 a Admlniatratlveexpensespaidtoaccomplishexemptpiirposesofsupportedorganlzatlons a 4 Amourfs pald to acquire exenipt-use assets 4
8 Quallflsdset-asideamounts(prlorlFISapprovalrequlred-prov/dedeta//s/nPartVl) 5 6 0ther dislrlbutlong (describe In Part VO. See Iristruotions. 6 7 Totalannualdistributlons.Addllnealthrough8. 7
8 Dlatrlbutlons to attentlve supporied organuations to which the organization Is responsive (pmvlde detaits h PartVl). See Instructlons. 8
9 Dlstdbulableamountfor2020fromSsctlonC,line6 9
10 Llne8amountdMdedbyllne9amount 10
8ectlon E - Distribution Allocatkins (see Instructlons) (l)
Excess DlstrButlons
(il)
Underdistributions
Pre-2020
(iii)
Distributable
Amount for 2020
1 Dlalritiuta51e amount for 2020 {rom Section O, fine 6 2 11nderdlgtributlons, if any, for years prlor to 2020 (reason- able Cause required - explaln /n Part Vl). 8ee Instructions. 3 ExaeissdistrThutlonscarryover,Ifany,to2020
a From 2015
b From 2016
0 From 201 7
d From 2018
e From20lg
f Total of lines 3a through 3e
g Appllsdtounderdlstrlbutlonaofprloryears
h Applied to 2020 distrlbutable amount
i Carryoverfrom20'l5notapp)led(seelnstructkins)
l Remalnder.SubtractUnesClg,ah,andalfromllne3f.
4 Dlstributlms for 2020 from SeoUon D,
lhe7: $
a Applled to underdlstrlbutiona of prlor years
b Applled to 2020 dlstrlbutable amount
(! %rnalnder. Subtract lines 4a arid 4b from 11ne 4. 8 FIemainingunderdlstrlbutlonsforyearsprlorto2020,if
any. 8ubtrai 1ines 3g and 4a from line 2. For rsau1t'greater than zsm, eXr'ilafn in PartVl. 8ee Instructions.
6 Remalnlngunderdistrlbutlonsfor2020.8ubtractllnesah
and 4b from line 1. For result greater than zero, exp)aln In Part Vl. See instrumlona.
7 Exmss distributlons carryover to 2a21. Add lines 81 and 4c.
8 Brealrdown of line 7:
s Excess from 2018
b Ex.ess from 20'l7
0 Excesis from 2C)18
d Excess from 2019
s Excess from 2020
I
khedule A,Form 990 or990-EX) 202 €
Oa!02? 01-25-21
348
The Whole Child Mental Health &
SdmduleA(Fonn990or990-FZ)2020 Housing 8erviaeg 95-2031148 Pa4e8 48upplementallnfonnation.proviaethesxpianationsrequmbypanu,anetzpartii,tietyaorizb;pariiiiinneisi; PartlV, 8edlOri A, nnes 1, 2, 35, S0, 4b, 40, 5a, 8, 9a, 95, 9C!, lla, I lb, and 110, Pad IV, 8ection B, Nnffi 1 and 2; Part IV, ktlOn O,ffine 1; Part IV, 8edOn D, Intm 2 and 8; Pan IV, E34!)tl0n E, llne8 10, 28, 2t), 38, am Sb; PaltV, line 1; F'adV, Man B,line 1 a: PartV, %kN'r D, Ones 5, 6, and 8; and F%lTt V, E3t50ti0n E, lines 2, 6, arid a. AIBO OOTTlpk+te thb part h)ran)/addNkml InfOrmatlon* (Sea insbumvns,)
tl:l2(128 0i-/1541 8ohedule A (Form 99€1 or 990-EZ) 20'!0 lo!/ 349
SCHEDULE o Supplemental Financial alci[tiimailb OMtlN).1545-0[147 2020(Form 990) >ii91oJ mplete if the orgarilzatlon answered 'Yes" on Form ggo, ;;;;i'neveiiv;-sa7vi; )Gotowww.ks.qov/Forrn €)m-fThi-i-rm-tiuci!ons-andthelatestlnformatitin. I'M'Qn Nameoftheorganlzatlon The Whole ChiId - Mental Health & Employeridentifk,aUannumber Housing8ervices 95-2031148
J Organizations Maintaining Donor Advised Funds or Other 8imilar Funds or Accollrlt8.Complete fftheorganlzatlon answered "Yes' on Form 990, Part IV, lire 6. [a) Donor advmd funds (b) Funds and other aa6ounta
I Totalnumberatendofyeg
2 Aggregatevalueofoontrlbutlonsto(duringyear) ,,,,,,,,,,,, 3 /%;)gregate value of grants from (during year) ,.,,,,,,,,,,.,,, 4 Aggregate value at end of year
s Diotheorganlzatlonlnformalldonorsanddonoradvlsorslnsrltlngthattheaesetsheldlndanoradv:sedfunds are the organbtlon's propertyi BubleOt tO the organization's exclusive Isgal control? ,,, 6 Didtheorgarlzationinformallgrantees,donors,anddonoradvlsorainwrltingthatgrantfundscanbeusadonly 10( charltabls purposes and not fot the benefit of ths donor or donor advlsor, orfor any other purpose conferring ,,,............................. [IJ Yes a No
,,, [3 Yes [] Ho
If the organization anawered 'Yes" on Form 990, Part IV, line 7. benefit?
Part II Conservation Easements.
1 € Proteotlon of natural habitat € Preaervatlon of a oertlfled historlc structure € Prsservatlon of open spaae
Complets Ilries 2a through'2d if the orgsnlzatlon held a qualified aonservation contrlbutlon in the form of a conservation eassment onthe IBst day of the tax year. Held at the End o( the TaxYaai
a Total number of aonservatlon easements (IB
b Total aareage reatrlcted by conaervatlon easements
c Number of conaervatlon easements on a certltled hlstork, strut,ture Included In (a) d Number of mnsenatlon easements Included In (t,) acquired after 7/25/(18, and not on a hlstork, structure 3 Numberofoonservatloneasementsmodifled,transferred,released,exUnguished,ortermlnatedbytheorganlzationdurlngthstax 7€
4 Number of states where property sublgt to conservatlon easement m located 6 Does the organlzatlon have a written policy regarding the periodic monltortng, inspectlon, handling of 0 Staffandvolumeerhoursdevotedtomonltoring,InspecJl,handl?gofviolatlons,andanforclngconservatloneasamerttsdurlngtheyear 7 Amount of expenses Incurred in monitoring, Inspsctlng, handling of violations, and enforclng conservatLn easemsnta during the year 8 Doeseachpnservatloneasementreportedonline2(d)abovesatisfytherequkementsofsiedlonl70(h%4)(B)(I) 9 lnPartXlll,desarlbshowtheorganlzatforireportsconservatloneasementslnlterevenueandexpenaestatementand balance sheet, and include, i( applltable, thetaxt ofthe footnote to the organization's t)nanctal statsmenta that degrlbes the organlzatlon's aacountlnq for conservation easements.
Organbations Maintaining Collections of Art, Historical Treasures, or Other 8imilar Assets. € Yes a No€ Yes a No
Complete ff the organization answered "Yen' on Form %O, Part IV, line 8. 'la If the organlzatlon eleated, as pemtted under FA8B A8C 958, not to report In Its revenue statement and balance sheet works, ofart, historical treasures, or other slmllar aasets held for pubHc exhiblllon, education, or research In furtheranca of publb aervk.e, pmvlds in Part xlll the text afthe footnote to its miandal statements that describes theae Rams. b If the organlzatlon steaed, as permaed under FASB A8C 958, to report In its revenue statement and balance sheet worka of art, hlstorioal treaaineg, oro}her slmllar asaeis hekl for publk, exhibition, education, or researoh In furtherance of public service, provide the loUowlng amounts relatkig to these Items:
(l) Revenue Inaluded on Form 990, Part Vlll, line 1 ......... . > $ (ii) AS!iets Inoluded in Form 990, Part X > $
2 If the organlzatlon recelved or hekl works of art, hlatork,al treasures, or other slmlJar assets for flnanclal gain, provide the followlng amounts required to be reported under FASB AEiC 958 relatlng to these Items:
a Revenue Included on Form 990, Part Vlll, line 1
b AasetslncludedlnForm99(l,PartX
LHA ForPaperwarkReductionActNotlce,seethelnstructlonsforFarm990. 0281 12-Oi.2tl
Sahedule D IForm 990) 2020
i==) ':2 350
2020
The Whole Child - Mental Health &
8cheduleD Hous' Services 95-2031148
- - a COlk,OtiOn!l Of All, Hi8tOrioal Trea!)ure% Or Other Similar A88s!t$ontlnued) 3 Llak'igtheorganization'aaaqulsitlm,atxieasion,andotherrecords,oheckariyofthefollowingthatmakeslgnlficantuseofits aolleotion items (t,heck all that apply):
a []pubiiaexhibition
b [IJ Scholarly research
c € Preservation for Tuture generatlons
4 Provldeadesarlptlonoftheorganizatlon'scollectionsandexplalnhowtheyfudhertheorganlzatlon'sexemptpurposelnPartXIll. 5 Dur'ingtheyear,dldtheorganlzationsolicitorreceivedonatlonsofart,hbtorlcaltrsasuras,orotherslmilarassets tobesaldtoraisefundaratherthantobemaintalnedaspartoftheorganbatlon'acalleatlon? .... []ves []No L!!!!!U E8CrOWandCljS0dlalArf'angern41nt8,Completelftheorganizatlonanswered"Yes'onForm990,PsrtlVillne9ior reported an amount on Form 990, Part X, line 21
la lstheorganlzationanagent,trustee,custodlanorotherlntermedlaryforcontrlbutlonsorotherasselsnotlncluded on Form 990, Part X?
b If"Yes,'explalnthsarrengementlnPartXlllandcompletethefollowlngtabls:
I
d € Loan or ex6ange prograrr+
e [] Other
[1] Yap [J No
Anlount
10 ld
%'
If
LJ Ys LJ No
[J
0 Beglnnlng balance
d Addltlons duiing the year
e Distributions during the yesr
f Endlng balanae
2a Dld thg organlzatlon Include an amount on Form 990, Part X, line 2al, for esarow or ustodial account llabllay':' 1,,,,,,,,,,,,, b If "Yebl' explaln the arrangement In Part Xlll Check hers ifthe expAinat!on has been provlded on Part Xlll ................
IPartV EndowmentFunds. Comp]eteirtheorganlzationarswered'Yea'oriFcrm990,Par}IV,Ilne10. (a)Currentyear (b)Prloryear (c)Twoyaarsback (a)Ttveayearsbaak (e)Fouryearsback la Beglnnlngofyearbahnoe
b Contrlbutlons
c Net Investment earnlngs, galns, and losses
d (4nts or scholarships ,,,,,,,,,,,,,,,,,,,,,,,,,
e Other axpendltures far facilities
and programe
! Admlnmratlve expenses ,,,,,,,,,,,,,,,,,,,,,,,
g End of year balance ,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,
2 Provldetheestlmatedperoentageoftheauraentyearendbalanc.e(line%,cokimn(t))heldas:
a Board designated or quas!endowment 2 %
b Permansnt endowmeint >
0 Terni endowment k %
The percentages on 11nes 2a, 2b, and 2a should equal 1 00%. 3a Arethereendowmentfundsnot}ntheposassslonoTtheorganlzatlonthatareheldandadmlnlstered!ortheorganlzatlon by:
(il Unrelated or@anlzations
(ii) Related organhationa
b If"Yes'onllne3a(IQ,aretherelatedorganizatlonsl)stedasrequiredonScheduleR?,,,,, 4 DeiacribelnPartXIllthelntendedusesoftheor(lanlzatlon'sendowmentfunds.
JLand, Buildings, and Equipment.
Complete Hthe organization answered 'Yes' on Form 990, Part ll/, line 11a. See Foym 99U, Part X, line 10, 3a 11
Desarlptlon of property {a) Cost or other
basis (invaatment)
(b) Ciost or other
bas(s (other)
It,) AoctmRlhted
depreciation
(d) Book value
la Land ,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, 3,025,'969. 3,025,969.' b Buildings ,,,,,,,,,,,,,,,,,,,,,,,,,,.,,.,,,,,,,,,...,...,... 5,528,190. 1,598,294. 3 , 929 , 896. a Leasehold improvements ,,,,,,,,,,,,,,,,,,,,,.,..... d Equipment ,,,,,,,,................................... . 179,585. 179 , 585. 0. g Other........................_..,._............._............,... 774,263. 44,065. 730,198.
Toml.Addllnes5athtough'le.(Cokzmn(d)mustequelFrirm990,PartX,,co?urqn(B),lrnelOc.),,,,,,,,,,,,,,,,,,,,.,,,,,.,,..,....... 2 7,686,063. 8t.he lule D (Form 990) 2020
tlmfi2 12-(It-2ti
351
The Whole Child - Mental Health &
SoheduleD(Form990)2020 Housing Services 95-2031148 paqe3plnvestments - Other Securities.
Complete ifthe organization answered "Yea' on Fomi 990, Part IV, line 11 b. See Form 990, Part X, iine 12. (a) D8SCr%)fl0n OT securR)for (Jag(Qtlngnamedseaffly) (b) Book value ' (c)MsthodofvaluatiorcCoatorend-oiyearmarketvalue (1) Flnancialderlvatlves ,,,,,,,,,,,,,,_,,,,,,,,.,................... (2) Closely held equity Interests ,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, (9) Other
(A)
(B)
(O)
(D)
(E)
(F)
(G)
(F-O
Total. ',Col. 'b) must equaj Form 990, PartX, cot. (B) line 12.)> (a) Description of Investment (b) Book valUe (t,) Method of valuation: Cost or ena-ofyea'r ma*et value ' (1)
(2)
(3)
€4)
(5)
€8)
(7)
(8)
<gr
Total. ',Cal. (b) must equal Form 990, PartX, col. (B)11ne 13.) 2 Otiter Assetas
Complete if the organization answered "Yes' on Form 990, Part iV, 11ne ll d. 8es Fonn 990, PartX, line 15. (a) Descrlptlon Ib) Bookvalue
(1)
(2) _ I
(C4)
(4)
(!))
(6)
(7)
(8)
(9)
701al. (COlumn (b) mtlSt equalFOrm 990, Part X, Cot. (B) line 15.) ,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, > l Otmr L[atlilttie8.
Complete ifthe organ1zatfon answered "Yes" on.Form 990, Part IV,line tie or 11f. See Form 9E)0, Part X,line 2E. 1, (a) Destxlption ofllablllty (b) Book value
('l) Federallnaometaxes
(2)
(3) ,
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Cofumn (b) must equalForm 990, Part8 CO/. (B) //ne 25.) ,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, >!l ljabmyforiincertalntaxposfflona.lnPartXIll,providethetextofthefootnotetolheorganlzdon'sflnanalalstaternents:hatreportathe orpnhationostiabaityrorunoeirteintaxposnionsunserpmsascy<o.cheohhersitu'ietextorthetootnotehasbeenprovioeainpartxni...[KI !%heduki D (Form 990) 2020
o5!106!1 12-(H-20
352
The Whole Child - Mental Health &
E30haduleD(Form990)2020 Housing ServlC'es 95-2031148 Paq,e4pReconci[aUon of Revenue per Audited Financial Statements With Revenue per Return.
Complete Hthe organizatCn answered "Yes' on Form 990, Part IV, 11ne '12a. 1 Totalrevenue,gains,andothersupportperaudltedfinanclalstatsments *iiiii* 1 18,512,546 *
2 Amounts Included on line 1 but noton Fomi 990, Paffl Vlll, 11ne 12:
a Netunreallzedgalns(losses)onlnveshnents . ......,,, .,, 2a 627,252* b Donated servlces and use of faciliUea h
fi Recovtima of prior year grants , 20
d Other(DescrlbelnPartXlll.) i* . ii 2d
e hoo lines 2a through 2d iii ii 2e 6 2 7, 2 5 2 *
3 Subtract line 2efrom line * 3 171885 , 29 4 *
Form 990, Part Vtlf, line 12, but not on line 1:
a lnvestmentexpensesnotlncludedonForm990.PartVIIl,Ilne7b ,,,,,,,,,,,,,,,,,,,,,,,, <a 35i382. b Other (Deearibe In Part Xlll.) ,,,,, ,,,,,, ,,,, 4b OAddllnes4aand4b 4c 35,382a
5 Total revenue. Add lines 3 and 4(!. (rhlsmustequalFortn990, Part /, Ilne 12.) ,,,,,,,,,,,,,,,,,,,,,,,,,,,,.,,,..,...,............ ,, 5 17 g 9 20 , 6 '16 ipRecoriciliation of Expenses per Audited Financial 8tatements With Expenses per Rettirn.
Complete Ifths organ}zgllon answered "Yes" on Form 990, Part IV, line 12a. 1 Totalexpensesandtossesperaudltedflnanclalstatementi *T- 17tll9,713i 2 Amounts Included on line 1 but not on Form E190, Part IX, llns 25:
a Donated servk,ea and use of facllltles 2a
b Prloryearadjustments , , ,,,,, 2b
aOtherlagsea 2o
d Oimr (Descrlbe In Part Xlll.) ,,, ,, 2d
e Add lines 2a thmugh 2d ,,, , , , ,, ,, ,,,,, ,,,,,,,, 2s O * s Subtractllne2efromllnel 3 17,119,713.
4 AmauntslndudedonForm990,PartlX,Ilns25,butriottinllriel:
a Investrnentaxpsnses notlncluded on Form990, PartVlll,line7b ...,,......,,.......,, 4a 35, 382 * b Other(DescrlbelnPartXlll.) , ,,,,, 4b
c Addllqeis4aand4b 4c 35,382.s 'roiaiexpensvs,uaannessana*c,(rhrsmusteqtmrmnsigo,rsrti,itneia.) s 17,1!b5,095.
IPartXlll Supplemental Information.
Pmvlde the jescrlptlons required far Part II, lines S, 5, and 9; Part Ill, lines 1a and 4; Part IV, lines lb and 2b; Part V, 11ne 4; Part X, line 2; Part XI, lines 2d and 4b; arid Part Xll, tine8 2d and 45. Alga compiete thtB part tO proVlde any additional Informatlon.
Part X, Line 2 :
The Whole Child is exempt from taxation urider Internal Revenue Code Section 501((!) (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 positiona and believes that all of the positions taken by The Hhole Child in its federal and state exempt organization tax returns are more likely than not to be sustained upon examination. The Whole Child's returns are subject to examtnation by federal and state taxing authorities, generally for three and four years, respectively, after they are filed. fflfi4 S2-01J0
8ahedule D (Form gM)}Nu}
353
Mental Health &
8ahedule D (Form 990) 2020
(182t)56 12-01-2a
354
SCHEDULE 1
(Form 990)
oHarbmnto)Th*Tieasuy
kitmal Flwiimi tamoa
Grants and Other Assistance to Organizations,
Govemments, and Indivtduals in the United States
Complete tfthe organization ansvirered 'Yes" on Porni 990, Part IV, line 21 or 22. )> 4ttaah to Form 990.
> Gei to www.irs.gov/Form990 for the latsgt imortnmon.
Mental Health &Narneoftheorganmtion The Whole Cb:Lld - Housing Services
General Information on Q'ants and Amistan>I '-l I
I ooes the organtzation maintain records tei subshintiate the amount ofthe grants or assistance, ths giantes' eligibilJ forthe grants or assistance, and the se(aThoncrmria used to award the grants orass;shance? 2 DescribeinPartlVtheorqanmtion'sproceduresTorrnonaorinqtheuseofqrantfundslntheUn?ted8tates. l GrantssndOthsrAasistanceto')omestic0rganonsandDomesUeGovarnmenta.CompletefftheorganmtlonansweredaYes"onForm990,Part(V,Iine21,forary reclo!ent thgt rsceivsd more than !i5.000 Part II can ba duo(%cated if addltiana( soace Is needed.
OMB No. 1645-a)47
2020
OpentoPublk.
Inspeotlon
Employer idenfflcation number
95-2031148
[DYes € NO
i (a) Name and adeess w organ&ation
orgovemment
(b) EIN (c) IRC seThon
(if appllcable)
ld) Amount of
cash grant
(a) Amount of
nor+-h
assistance
(t) Method of
vduation abook,
FMV, appraisa(,
other)
(g) Description of
non assstance
% Purpose of grant
or ass(stmce
2 EntertotaJnumberofn50$)(3)a'idgovemmentor)anizationslistedinthalineltebJa 3 Enter t number of er or@nht!ons (isted In the line 5 table L+-14 For Paperwork Reduction Act No'6ce, see the Instruotions for Form 990. 0321(n 114-2a
8ahedulel(Form 9E)0) 2020
355
The Whole Child - Mental Health &
Schedulel(Form990)2020 Hou31ng Servlces
L!!!I Grardsand0therAssistancetoDornestJctndivJdua)s.Compk%fftheorganlzat}ongiswemd"Yes"onFomi990,PartlV,ltns22-Partlll aan be duplicated ffaddffional space is needed. 95-2031148 Paa@ 2
(a) Type of grant or assistance (b}Numberof
recipients
(c) Amount of
cash grant
[d) Amount of non-
cash assistance
(e) Method of w)uation
(baok, F-MV, appraisal, other)
(f) Description of nonh asststance
Client housing and persohal goods assistance 3141 0, 2,(M.961. At cost Transpozt.ation, Vou&ers,
Deposits, Utilities, ehalter
and !'ood for cosmnty
ersi,
IPart Ni Supplernenta( lnformatlon. Provide the Information req *ired in Part 1, lire 2: Part Ill, column (b); and any other addional information.
Pazot I, Line 2:
Due to The Whole Child being the Coordinated Entry System for Families, we are required to conduct a V-I-FSPAT that determines what level of assistance a family needs. It's a scoring tool that measures faniilies vulnerability and barriers.
0:42102 11-[)P-20
Schedule I (Fomi 9E10) 2020
356
SCHEDULE: J
(Form 990)
Compensation fnformation
2020
Ope+n to Public
Inapem'on
Employer identification number
95-2031148
DeparlniOnl or thg rroagiiry
Inlemal Revenue Smvitxi
Name of the organlzaUon
For aertain Officers, Dlreatore, Trustees, Key Employees, and Highest Compensated Employees
> Complete if the organization answered '%s' on Form 9KKS, Part IV, line 23. )4ttaah to Form 990.
> Go to wwwjrs4ov/Form990for Instructlons and the latest information.
The Whole Child - Mental Health &
OMB No. 1548-0047
Housing Services
iPartl I Questions Regarding Compensation
Yes No
lb
2 I
b x
4b x
40 x
8a x
6b x
8a x
6b X
7 x
I
B x
g
la Ohet,ktheapproprlatebox(es)iftheorganizatlonproWdedanyoftheTollowlngtoorforapersonTIstedonForm9ElO.
Part Vll, Sts;tion A, the la. C+omplete Part Ill to provltls any relevant Information regarding these ltems. [I]Firatclass or charter travet [3 Housing allowanae or residence for personal use € rravei forcompanions € Paymentsforbuslnessuse ofpermnal residence € Tax Indemnlficatlon and grass-up payments € Heatth orsoclal club dusa or IrJllatlon fees € oiscretionaryspenaingaccoum € Personalservk,ea (auch a8 maid, chauffsur, chef) b lfanyoftheboxssonllnelaarechecked,dldtheorgan1zatlanfollowawrlttenpolk.yregardlngpaymentor relrribursement or provision of all of the expenses described above? If "No," complete Part Ill to explaln,,,,,,, 2 D)dtheorganizationrequlresubatantiatlonpriortorslmbumlngorallowingexpensesincurredbyalld!rectors, trustess, and officers, Including the CEO/Executive Dlrector, regardky the Rems checked on line 'la? 3 Indicate which, if any, of the following ths otganlzatlon used to establish the compensation of the organization's CEO/Executlve Dlrsator. Cheak all that apply. Do not check any boxes for methods used by s related organization to establish oompensation of the CEO/Executive Dlrgtor, but explain In Partlll. € Oompensation commitbae [R] Written employment contract € lndependent compensation consultant [x Compensation survey orstudy € pormggooioiherorganizationa [X4provaibytheboaroorcampsnsationcommittse 4 Durlng ths year, did any person listed on Form 990, Part Vll, Saatlon A, line 'I a, with respect to the flling organization or a related organlzatlon:
a Receive a severance payment or change-of-contm payment? b Partlalpate In or receme payment from a supplemental nonqualiflsd retirement plan? ei Partlclpate In or receive payment from an equitybased compensation arrangement? If "Yt.S" tO an/ Of lines 4a-c, 118t the person8 and provide the applbatile amounts far each Item In Part Ill.
Only section 601((:)(3), 60"1((,%4), and 50$)(29) organizations mustcomplete lines 5-9, 6 ForpersonslistedonForm990,PartVll,SectionA,lkisla,didtheorganlzatlonpayoraccruganycompensatlon contingent on the revenues of:
a The organization?
b Any related organization?
If 'Yes' on line 5B or 5b, descrlbe In Part Ill.
8 porpersonsnsteoonrormggo,partVIiiSectionAillneiaioiduieoroanlzationpayoraocrueanycornpensatlon contingent on the net earnlngs of:
a The organlzatlan?
b Any related organlzatlon?
If 'Yes" on line 6a tr 6b, describe In Part lll
7 ForpersongllstedanForm990,PartVll,EleiionA,llne'la,didtheorganizationprovldeanynonflxedpayments not descrlbed an lines 5 and 6? If "Yes," describe in Part Ill,, 8 WereanyamountsreportedonForm990,F'artVll,paldoratx,ruedpursuanttoacontractthatwassublecttothe Initial cordract ax,sptlon described In Regubtions section 53.495B-4(a)(3)? tf 'Yss,' describe In Part Ill 9 If "Yes' on line 8, did the organization atso folkiw the rebuttable prasumptlon procedure dest,rlbed in Re(lufatlons seotJon 53.495E16(c)?
LHA For Paperwork Reduct)on Act Notfae, see the Instructlons %r Form 99CI. 8ohedule t (Forri 9Q 202U @Hil1 12-07-20
,i['C;y 357
The Whole Child - Mental Health &
STheduleJ 2020 HOu81ng SerViCeS 95-2031148Partll Officers,D!rectors,Trusteesi,KeyEmp)oyees,andHighestC:onipensatedErnployees,fJsedup(iemtecop{esifadditionalspaceLsrieeded.
For each 'indMdual whose compensatlon must be reported on Schedule J, report mmpensatron from the organization on row (i) and fmm rebted organions, described in the instructions, on mw (lid.Do not Ust any individuals that arenat listed on Form 990, Part VIL Note: The sum of columns (B)([ii)i foreach Ustad individual must equalthe total amourn of Form 990, Park Vll, SsThon A, [ine la, apprcabls column (D) and (E) amounts forthat Individual. {B) Breakdown of W-2 and/or 1 €199-M}9C mmpensation {C) Re)irernent and er deferred
cornpensattn
(D) Nontble
bensMr.
I
(E) Total of columns
(B)(I{D)
(F) Compensation
in column (El)
reported as deferred
on prior Form 990
I
[T) Base
compensattn
liQ Bonue &
incenthie
compensatm
(iii) Other
reportable
compensabon
(Q
i (ii)
172 727, 34,000. 0. 8066. 19,877. 234,670. 0.0. 0. 0. 0, 0. 0. 0.{i) ('l)
149,512. 4,362. 0. 6,279. 14 , 620. 174,773. 0.0. 0. 0. 0. 0. 0. 0.(i) (iQ
147,061. 0. 0. 3,917. ' 8,752. 159,730. 0.0. 0. 0. 0. 0. 0. 0.(i) I (iQ
{i)
(IQ
(Q
(tf)
O)
' (ii)
. (f)
(i0
{i)
{in
€i)
(m
€i)
(i0 I
' 0)
lii)
m
(li) . I
{i)
m)
II
m
(if)
(t)
(i0
(A) Name and Titls
(1) Canstanza Paahon
CEO
(2 ) Stacy Rnomota
CFO
(3) ?tanz F, ,Tor<lan
COO (&d 1/21)
D32fi2 42-a7.20
Schedule J (Form 9903 a)20
358
The ole Child - Mental Health &
ScheduleJ :2o:o Housing Services g z03114B
Part Ill Supplemental Informgtion
ProVide the irformation, explanation, or desCript=n3 requlree! for Part t, rines la, lb, 3, <a, 4b, <c. 5a, sb. ea, 6b, 7, and 8. and far Partll. AISO t.ornplete thiS part ffir anyadditianal tnfomiatlon- Part I, Line 7 !
The incentive pay for the CEO is recommended by the Board Executive Committee then approved by the Board of Directors. The CEO approves the incentive pay for staff.
kheduls J (@orm 990} 202!)
032tl3 12-(17-20
359
SCHEDULE 0
(Form 990 or 99042)
Department of ihe Tmcauty
Inlemal ReVenUe Semas
Name of the organization
Supplemental Information to Form 990 or 990-EZ
Complete to provide information for responses to specifk. questions on Form 990 or 990-E or to provide any additional lnformatlon. > Attach to Form 990 or 990-EX.
2 Cio to www.irs.gov/Form990 for the latest Informatlon.
The Whole Child - Ment.al Health &
Housing Ssrvicas
Open to Pubffc
lnspa,tkxn
Employer identifk,ation number
95-2031148
2020
Form 990, :E)art I, Line 1, Description of Organization Missioni home -
Form 990, Part III, Line 4d, Other Program Servicesi Nutritiori Education Serviaesi Our services help families adopt a healthy lifestyle through nutrition and physical activity in coordination with CalFreeh Healthy Living. Our services lnclu:le riutrit.ion education courses for childten ages 3-5, youth ages 6-13, and parents; working with s:'hools to redesign lunchroom environments; physical activity promotion; and comunit.y outreach. Our annual impact aerves over 509 people and 267+ children and youth. One way we pivoted to provide nutrition services safely during the pandemic was sharing videos and social media posts, which received over 9,595 views.
Expenses 5 249,597. including grants of 0 0. Revenue 0 0.
Form 990, Part VI, Se:'tion B, line 11bi
The Form 990 is reviewed by the Board of Directors' Finance Comittee and presented to the board membsrs for review prior to filing with the IRS.
Form 990, Part VI, Section B, Line 120!
The orgarxization requires officers, directors or trustees, and key employees to review their confliat of interest policy and sign annually.
Form 990, Part Vl, Seation B, Line 15:
The organization annually participates in compensation surveys and uses the data to compare and Adjust wages.
LHA For Papsrwork Reduction Act Natlce, see the Instructions for Form E)90 or 94X)-EZ, 032211 1140-20
8chetfule 0 (Form 990 ar 990-EZ) 2020
0Q- 360
Form 990, Part VI, Section C, Line 19!
The organ:Lzat4on makes its govez':ning documents, conflict of intere.at p.olicy and financial statements available to the public upon request.. The Form 990 is available at this website www. guidestar. org
(132tl2 11-2[140 8ahedule 0 (Form 990 or 990-EZ) 2020 '7a 361
!3CH!DLILE R I
(Form 990) I
::==,: f
Name ofthe organbtton
Related Organizations and Unrelated Partnerships> Completa tribe organlon answered "Yes" on porm ago, Part IV, une ss, aa, ssbjse, Or37- > Attach to Form 990.
'2 Go to www.irs4ov/Form990 for instniettona andths Istmt information-The T&ole Child - Mental Health A Housing Services
C)MB No. 1!14!-0047
2020
oplnaspsnto:bnllc
Employer i&ntJflmition number
95-2031148Part } )dentifu;ation of Disregarded a'rtttiea. Complete if the organizmaon answered "Yes" on Form 990, Pd N, line 33. (a)
Name, agress, and EIN (if applicable)
of disregarded m
(b)
Prlrnary actlvay
(C}
Legal domicile (state or
foreign country')
(d)
Total income
(e)
End-of-year assets
T%IC Jiousing, nLC - 85-2707755
1C1155 Colia Re!. )perati_q the housj_ngWhlttier CJi 90603 prGgra!!1, :alifoa 10,350- 5,552,SOD, €f)
Dlred aom!Dlling
entity
'ne Thole Child -
fsntal Health & Housing
:emces
Part n klentitimtion of Related Tax-Exempt Organmuons. Complete Ifthe organhation ansmered "Yesa ori Form 990, Part Ig line 34, bamupe & had me or more related tax-exemptorganons during the tax year. {a) '
Name, address, and EIN
of related organmtion
' (b)
Primary acthiay
€C)
Legal domicile (state or
forsM;ln county)
{d}
Exempt Code
!!deln
(e)
Public charity
status (14 sedjon
501 (0)(3))
(f) I
Direct mntrolllng
enttty
lSaatkxi(P12@i!l'ffl)
controtlad
eni ty?
Yes N5
For Papei %dudm Aat Ndm, aeethe lnsbvotioni for Form 9Ea osate* lMa-a) LHA
Schsduie R (aorzn [0) 2€+20
362
The Whole Child - Mental Health &
ScheduleR(!-orm990)2020 HousingServices 95-2031148
?artUl }denti'&ationofRebted0rganonsTaxableasaPartnership.Complgtefftheorganizationanswered'Yes'onForm990,PaitlV,ltne34,becauseithadoneormorsreiatedorganmtions treated as a paatnershlp during the tax year.
Pace 2
(a)
Name, address, and E)N
of related organiztion
{b}
Primary ad'vity
((,)
Legal
damh.ile
(sjata or
mrelgn
coiui!ay}
(d)
Dired mnholnng
entRy
(e)
Predominant income
:exedfW:'e':nder
seions 512-514)
(f)
Share of total
inoome
I
(g)
Sham of
end-of-ysar
aSf,et%
(h)
O)tsmpo&nila
aiaasT!
Yes NCI
O}
Code V-tJBl
amount in box
20 of Schedufe
K-1 (Form j085)
(D
n*iiaiiil y
;an;glna
parhd
Yes No
(k)
aOrCtcTiLaye
ownership
p,, ty ]denfffiCatiOn ()f Rebd OnjanttattonS TaXable t.S a Corpuratlon Of TnJSt. CO 'nplete F ths organizaton answered 'Ye!"' On FOrm 990, F' aft IV} Ine 3', beOaut6 n had Cne Car m) refatedorgantzations tneated as a corporation or duing the tax year. (a)
Name, address, and BN
of related organmtkin
(b}
Primary activity
(O)
Lagal damieni
(tilalTh ('f
fo
coutWy)
(d)
Direct corlling
enfity
€e)
Type of eray
(C corp, S corp,
or trust)
€f)
Share oftotd
income
(gl
Share of
end-of-year
assets
(tl)
"::'=';'ar
I
i
'On
%13)
4ael
y?
No
ffl2j62 ltl-2!1-m Sch*Jute R (Porrai 990', 202)
363
The Whole Child - Mental Health &
Schadu)sR(Form990)2CI20 Housing SeIT:L(:'eEi
PartV TransactionsWrthRe(atad0rganizat}ons.Completef!theeirgamzationanawered"Yes'onForm990,PartlV,Iine34,35b,or36. 95-2031148 Paae3
Yes No
ja
lb
'k.
1d
$e
lf
Ig
Ih
li
tJ
!k
ti
lni
in
lo
1p
lq
lr
is
Note: Complete line 2 if any antity is listed ln Parts II, Ill, or IVofthis schedule. j Dunngt)"ietaxyear,didtheorganizatlonengagainanyofthefollowingtransaaUonswithoneormorerelatedorganlzatlonsllstedinPartsll-tV? a Receipt of (Q interes! (iQ annu+Hes, (iiQ royatHas, or (iv) rent from a controlled entity ,, b Gift, grant, or >pital mntributon to relatsd orgafion(s) . 0 GR grant, or capital mrmbuUon from related organization(s) . d Loans or loan guarantees to or for related arganhdori(e,) e Loans or loan guarantees by rebited organization(s) f DMdends from refated organ)zatlor4s)
Sale of assets to related organon(s)
Purchase of assets from relateei eirgantzation(s)
Exchange of assets with related organization(s)
j LeaseoffaThhies,equipment,orotherassetstorelatedorganuation(s) k Lease of fsciltttes, equipment, or other assets mm *lated organizat6n(s) l Peforman>ofservicesormernberahiporfundraffiingso[icRatkinsforrelatedorganization(s) ,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,.,,-......,,..,,,,,.....,,.,............................. rn Peformance of services or membership orfundrabi}ng solicitations by ne organition(s) ,,,,,,,, n8haringoffe.ilittes,equipment,mailinglists,orotherassetswThremedarganization(s) .....................
o Sharing of paid employees wTh rehffied organlzdon(s) ,, ........... p Reimbursement pafd to related organmtion(s) for expenses q Relmburssiment paid by rslated organion(s) for expanses Oth*rtransferofcashorpropertytorelffiedorganizatlon(s) ,, aiiii i*a*a** *a**sa* Othertransfer of or propeity from related organization(s) 2 lfthsanswertoanvoftheabovela'Yes.'saetheinshuctionaforWormatk.inonyaomustcomn)atet'iisnne.inckidkiacoveredrelaUonsh;osandhansactionthresho)ds. (a)
Name of re]ated organizatlon
(b)
Transamon
type (a-s)
(C)
Amount ?volved
(d)
Method of datemiining amount lnvohied
{1)
(2)
(3)
(4)
(5)
(6)
Ct321a la-2820
Schedule R (Form OEK)) 202}
364
The Whole Child - Mental Health &
SchsduleR(Form990)2020 HouB!ng Se.jCeS
Part W unrelated Orgamzatlons Taxahle as B Partnershlp. Compkde if the organizat{on ansviierad 'Yes" on Form e90, Part [V, Une 37 95-2031148 Page 4
Provide the following Infommtion for each entity taxed as a partnership thmugh which the organon conduded more than five percent of ns at.uviUes (measuqd by total assets or gross rsvenue) that WaS net a related organb!atlona See in3truCtl0nS regaing eXClu 3iOn far Cartaln inV&mm8nt partneFihlpsa (a}
Name, address, and E!N
of entity
(b)
Primary admity
(a)
Lega} dornic{le
{skate or foreign
murrhy)
{d}
Predomiriantincome
ex!!'uR:!:rg'der
sections 5j2-514)
(e}
ATeall
pglnem sc
1 Ym No
(f)
Sttare of
tomi
income
(g>
Share of
snd-of-ysar
ats
Ih)
Olspmpet-
Vaf&
Yes No
(i)
Cade V-UBI
amount in box 2€
of Schadu!e K-1
(Form 1065)
O)
(lariiinil ni
;jng
partial?
Yes NO
(k)
auiwiilii91d
ownership
032T84 10-28-E
Schedule R (Fomi ) 2)2)
365
The Whole Child - Mental Health &
umR(Form990)!020 Housing Elerviaes
58uppiementat Information
pmvkte addltlona) Wormatlon forresponses to questkins on 8chedute R. 8se habuatlons. 95-2031148 Pa4e6
I
03216!i TO-28-20
8ahedula R (Form 99Q 'Xm
366
FY 2022-2023 T\/\/C Budget
MentalHeaHh Housing Parenting Nutrulon Development Ge'&Adrn TotaiBudget % of Projected
FY 22-23 . change FY 21 -22
[ncome
Government Grants
Other Income
Event Revenues
Contributions-unrestncted
Contributions with donor
restriction
Total Income
Expense
Personnel Expenses
Frog Contracted Services
Recruiting
Client Services
Supplies
Printing and Copying
Postage, Shipping and Delivery
Telephone Expense
Travel Expense
Conference, Training and
Meetings
Dues and Fees
Advertising & Promotion
Professional Fees
Event Costs
Occupancy
Computer, Equip and Software
Insurance Expenses
Misce[laneous
Interest Expense
Depreciation and Amorf Exp
Total Expense
G&A Allocation
Net before other Income/Expense
Gain/Loss on Investment Account
Surplus/(Deficit)
8,171.320 9,663,396 2,057,218
2,400
45,000
El,:a 8,720
5,826,243
480,821
31,680
23,254
57,560
o
1,1 75
81,455
28,620
165,000
9,828,396
4,T66,396 1,625,609
o
31,920
3 ,33'!,935
87,277 27,792
4,380 400
240
76,186 27,859
5 9,503 16,100
9,715 52,853
1,072
80,000
2,137,218
347,223
15,000
362,225
250,395
46,392
4,000
120
3,950
5,1 ?2
25,300
23,580
74,000 25,308 3,516
225,000
250,200
o
475.200
20,239,i 59
2,400
225,000
250,200
305,000
0 21,021,759
293,233 1,384,052
16,800
2,400 ?7,160
li500 15.400
3,600 6,500
2,780 79,400
600 6,960
13,545,928
480,821
80,400
3,355,189
238,581
35,680
11,575
16% 17,383,699
- 66% 6,957
99,085
-34% 380,OT 9
68% 181825
l6% 18,051 ,585
?4% 11,891,629
39% 346,901
68% 47,858
60% 2,100,194
-13% 275,260
131% 15,477
149% 4,649
4% 204,291
74% 67,207
152.545
1 49,705
63,270
2 45
64,088
o
1,390,449
52,8?8
38,470
8,040
9,322,189 1,867,839
60,975 13,094
15,051 1,808
15,652 2,176
5,860 90,700
3,850 11,405
L200 4'l,550
5,730 586,480
68,000
3,095
5,135
1,580
1,250
211,630
116,895
184,428 42%
39,907 -15%
42,750 877%
759.l22 55%
68,000
1,659,993 6%
333,727 2%
2 20,498 8%
9,165 -51%
63,023 i %
135,435 0%
2l,592,747 20%
130,307
46,814
4,375
489,038
33,370
1,568,203
328,466
2 04,806
18,783
62,214
i35,379
17,975,221
39,835
FO9,210
99,470
7,670
63,023
2,160 20,776
All,973 2,535,791
(2,235,79'l
759,858 295.266 44,502 4l,897 ) 0 0
(253,65'l) (25,887) (12,780) 21330 (300,000) (570,988) 848% 76,364 o o 0 -100% (422,934!
0 1253,65:1] [25,8871 -0!LZUQI 21 330 [ J 65% 346 570 330,503
105,059
7,124,452
T,094,268
o
(- wholechild We help families raise emotionally and physically healthy children and have a place to ca(] home 367
IConstama Pachon MBA
BiJling Manager
Corina
Santimatco
inance
ROSefflt:e
Perera
Accr. Rey
Esther
Soriano
Sr. Housing
Financial
Paniagua
Acet. Rep
Blanca
Megdom
Mediad
Records
Analyst
KateI Reya
Accounts
Payable
AImLiaw
Progmms
Ana Mejia LCSW
Mamger
ME!i,
Imems#e
Yaffi Tones,
LCSW
Manager
MB[S,
Outpatiem
Sher% Fish,
LCSW
Briuxy
LMFT
S&ooI -
a Lopez,
LCSW
D:aot
Parent
Nutrmon
Rocio Pnrm,
LCSW
HousingPmgmm
Vancsm Sedano. MPH
Director a
& Site-Bua!
Housing
Laura Diego
Suppori ;
LCSW
Navigadon
Jerinine Ponce-
Solorio, LCSW
Dam Specialist
EdgarRuiz
Ce+ordinator
Isabel Dav'i'la,
LCSW
v
Sr Dhecfor
Developmem
JuJia SaiHse
if
Dtrector Comm
& Engagement
OPEN
HRPa[s
Outsoursing
Development
Lulsegai
Grants
OPEN
Conm
Engagement
Ktam Bernal
HRAssoarate
Amber Velazm
& FaaJmtes
(%istina Ganegps
Fac'mties &Prr>.
Comdtuamr
Freddy CaeIlar
Dmctor QA/QJ
Caesar Moreno
Ana!yst
QA/QI Spedaltit
Se" Prugrams Org Chaitg Jaur detail on Health arid Fli iusing Deparm'ic-nts 368
Edgar Ruiz
l')ata Specia&t
Jee Ponce-
Solorio. MSW
Ntvigatirin
LauraDieHo
Sib-Buetlllousmg
MminaMejia
Mamger
E'a Guzman,
MS'R'
D'etor Support
Saffca
Mamiger
4 Isabel Davila
Specml Pzt'igi'ams
Caordinati>r
13 Staffes
Open
C&nt Savica
'bilanaBex
Alejandro
Gonzalez
I(J='lS Manager
9 h'mffers
5 Staffers
Open
Team Mamge
Itvemon
369
air Torres,
k{anaget rifMaital
Health. Inteai'ive
Smicei
FaviolaLopcz
LCSW
Jkalth. School l.'mkea
Yen7 Garcaia,
PbD
KrLitina Tran
L'hniail Supervisor
10 StafFers
Sherly'x Fish,
LCSW
Manager cfMenml
IIea?th, Outpatieat
Sen4gt'i
OPF.N
Brittany Williams,
IJvIPT
I)iredor ofMaital
Karla Caiinai
Rocio Parra
LCSW
orofPareac
Teresa Mmales B
Snpenrisor
/DPS5 SPA 3 Staffers
Patty Mendez s
/DPSS 81)A 7
Wfll Tones 2
Natftion
370
VANESSA SEDANO, MPA
Work (562) 204-0640 @ Ce]l (562) 299-3445 * [email protected] AFFILlATiONS
Service Planning Area 7 Homeless Coalition - Chair
Los Angeles Homeless Services Authority - Co-Chair Representing SPA 7 Regfona} Homeless Advisory Committee
Golden Rule Community Development Corporadon - Board Secretary
EMPLOYMENT HISTORY
The Whole Child, Whittier, California
Managing Dfrector, Family Housing Program
6/2017 - present
Built department from tlie ground: overall responstbiilty for program directiott and growth, servicestrategies, staff development, operations and outcomes; grew Department from $3 million to $7 million.Collaborate with CEO on a shared deparhnent vision; deve]op goals and strategies to advmce mission.Establtsh operational objectives that support the strategtc plan and provide leadership in the implementationofthe strategic plan and annual plans for housing services; prepare reports to CEO and Board of Directors.Work witb CEO and Leadership on overall organization policy, strategy, outcomes analysis and oversight.
Ensure approprtate systersts are in place for day-to-day operations in to develop and deliver servtces,education, outreach, policy development, administration, operations and reporting (&ta, fu'iancial).Provide fiscal and administrative oversight to ensure solid planning and budgeting systems are in place.Prepare budgets, contracts and grant applications; review and analyze financial reports for contracts. h Ensure qualified staff is in place to monitor, assess and manage the service and financial health ofdeparhnent (50 staff); plan staff trainmgs on contract and performance requirements and team workshops.Provider addministrative supervision of deparhnent managers.
Develop and enforce polices, regulations and relevant laws for County and State conttwcts Collaborate with CEO and Development Officer on fund-raising activities.
Lead community partnerships to expand the organizatiori's service relationships, including homeless,substance abuse, housing, employment and transportation agenices, hospitals; schools; businesses; LosAngeles Homeless Services Authority; Department ofMental Health, Department of Children and FamilyServices; Community Development Department; United Way; and First Five LA.
Cultivate effective relationships with community and business leaders, constituents, publtc officials,relevant professional organizattons, and potential funders, Remain knowledgeable about the public policy dimenston of organization's work and provide strongadvocacy for organization's interests.
Intercommunity Chutl Guidance Center (The Whole Cliild), Whittier, Calffornia Houstng Program Manager
7/2011 - S/2017
Planned, orgariized and director housing services for homeless children and their families.
Developed ad implemented agency clinical and administThive policies and procedures.
Trained, superviseed and evaluateed performance of Program Managers; coordinatedhiring of staff.Provided consultation to staff in resolving client issues Developed tn-service training to increase professional knowledge/skills ofhousing pmgram staff.Networked with service commtmity and public; made community and educationpresentations.
Assisted in tlxe prepgation of budget reconimendations and justifications.
Compiled agency data and prepare reports.
Participaied in grant/proposal writing, fundratsing, and public relations. l
371
Rio Hondo Temporary Home, Norwalk, Californta
Homeless Preventlon Rapid Re-Housing Coordinator
6/2009 - 6/2011
Developed/itnplemented City or Norwanc's Homeless Prevention Rapid Re-Housing Program.
Supentsed and evaluated performance goals of clients.
Worked with government agencies to assist families overcome financial and legal obstacles. u Served as liaison to schools, law enforcement, hospitals, social service agencies. s Case assignments for assessment and Lndivtdualized Service Plmi. a Conducutedpresentationandeducationactivities.
n Participated in grant/ptoposal writing.
Rfo Hondo Temporary Norwalk, California
Case Maiiager
5/2005 - 6/2009
Conducted biopsychosocxal assessments and provided case management services to families.
Conducted individual, family and youp parenting and independent living groups.
Coordinated youth recreational services and cotinected children to needed servcies.
Provided slioi't-tettn and long-term intensive case management services to children and families.
Provided pre-crisis interventton.
City of Long Beach DUI Program, Long Beach, California Case Manager
1/2008 - 1/2009
Responsible for Spanish speaking DUt program.
Assessment, treatment plans and discharge planning.
Managed a caseload of 75 clients composed of three levels of programming, Conducted Spanish Speaking DUI classes.
Prepared quaiterly client progress reports for Superior Courts in Los Angeles County.
Southern Californfa Alcolxol & Drug Program, Downey, California 4/2002- 12/2005
Director Assistance
Maintained compliance with county and local government regulations and policies affecting tlie program.
COTnpleted monthly state and county reports, coordinate case management aCtlVltle8 and administar lhO Addiction Severity Index (ASI) evaluation tool
Review intakes, assessment and discharge planning for compliance.
EDUCATION
Rfo Hondo Community College, Associates Degree ixi Liberal Arts Pacific Oaks College, Bachelor's Degree in Human Developnient Azusa Pacific University, Graduate Degree in Spring 2021 2 9i'4 372
Mwaura 1
ZY. Mwawai
E-mail: zuaniad@,yahoo.com
Obiective
Seeking a supenmor position to utilize my leadership experience and problem-solving skills in boosting productivityand performance in an organization.
Qualifications
Bilingual (English/Spanish), Computerliterate, Masterof Public Health, Bachelor's Degree in Psydiology/Human Development and 44 Degree in Liberaf Arts. I'm also a fast learner, great team player and able toadapt quickly to any situation, I
Education
03/20l8to08/2020: LosAngelesPacificUniversity
Major: Masterof Public Health
09/20'l1 to 08/2013: Vanguam University
Major: Psychology/Human Deve(opment
08/2003 to 05/2007: Cypress Col!ege - Cypress, California Major: Human Servioes/Child Development
Employment History
[)8/2017 to Present: The Whole Chlld
Sr. Housing Retention Specialist
10155 Colima Rd.
Whittier, CA 90603
Duties: Conduct monthly unit meetings, monthly gmup supervistn meettngs, and individual supervisions with staff.Ensure our contractual benchmark numbez are being met, develop individualized case plans with measurable goalsand objectives to assist participants in achievlng thelr desired outcomes, develop and network with representatives inother agencies/community, network and collaborate with community based organizations to obtain referrals andensure contractuaf capaclty Is met, provide Intenslve case management services, perform honie visits, evlctionprevention, budgeting,life skillscoaching, and otherhousing retention services to supportclients with sustainingpermanent supportive housing, document client's progress related to their participation in housing and supportive services, mtake and exiUdischa@es into the HMIS data system within required deadlines, 02/20'l5 to 8/2017: The Whole Chlld
Housing Case Manager
10'l55 Colima Rd.
Whittier, CA 90603
Duties:
Managed a caseload offifiy clients at a time, met regularly with ciients forcase managementwhereldeveloped andexecuted advocacy plans including, rapid re-housing, Housing Authority Shelter Plus Care applications, financial,medical,legal, employment and educationa) advocacies. Additionally, researched resources forclients, providedcrisis interventlon, and documented in client files, provided referrals and linkages to Menta) Hea(th services, andassisted witfidonation distribution. Execute transitions between c!ients at our partnering shelter; collaborate withlandlords and Property Managements companies in order to develop housing leads forclients and future cllents. 373
Mwaura 2
07/2tl3 to 02/20'l5: Latlno Family Center
Envimnmental F"revention Coordinator
3316 W. Beverly Blvd
Montebello, CA 90640
Duties:
Supervise fourotherstaff members, plan and organize materials for Service Pfanning Area 7 (SPA 7) Coalition monthfy meetlngs that includefive other non-profit agencies and maintain documentation and files ofthe work beingcompleted throughoutthe fiscal year; also, maintaining meeting minutes, daily logs, and agendas. lJ20l3to 07/2013: Latino Family Center
Environmental Prevention Specialist
5801 E, Beveriy Blvd
Los Angetes, CA 90022
Duties:
Established the necessary networks with schools, community, you(h agencies and groups; made presentations as required; organized and planned activities forthe implementation ofcommunity awareness and assessment strategies, attended meetings as necessary to meet contractual obligations. Also developed, implemented, identified,and solicited current drug abuse prevention information and performed any otherduties assigned by the ProjectDirector. 6/201'l to 1/2013: Latino FamilyCenter
Recovery Specialist
58CIl E. Beverly Blvd
Los Angeles, CA 90022
Duties:
Individual counseling, group facllitation, monthly reports, working with clients on pmbation and DCFS clients, monitoring urinalysis test, supervision with staff, as well as working with AB 109 clients and conducting CAREassessments. 8/2010to 6/2011:La Famllia
Primary Counselor
1905 N. College Avenue
Santa Ana CA 92706
Duties:
individual counseling, group facilitation, record keeping, weekly reports, monthly reports, treatment plans, researching resources forclients, drug testing, alcohol testing, worked with clients on parole and probation. 10/2008to04/2010: PhoenixHouse
Night Counselor
11015 Bloomfleld Ave,
Santa Fe Springs, CA 90670
Dt)TIES:
Data entry, indMdual counseling, record keeping, group facilitation, census keeping, distribution of medicine, dailylog entry, and daily facility report. 374
ANA PANIAGUA
533 Cliffwood Ave ii Brea, CA 92821 * 562-480-0963 * [email protected] PROFILE Self motivated individual with proven leadership skills. Detailed oriented with exceptional multitasking abilities.
PROFESSIONAL EXPERJENCE
May 2015 -Presetst -The Whole ChUd, Whittier, CA - Senior Housing Financial Analyst * Financlal Reporting
o Complete Program budgets for all Housing Programs according to contract specifications. o Monitor financial expenditures, number of fatnilies served through each funding source as well as in-kind and cash match.
o Ensure compliance with contract guidelines and monitor contract-to-serve goals, o Provtde monthly YTD expendihire reports compared to budget. o Complete monthly program tnvolctng.
* Data Analysis and Reporting
o Enter and review financial data oti Homeless Management Infoimation System (HMIS) and prepare monthly reports.
Nov 2012 - May 2025- Resource Employment Solutions, Lukewood, CA - Operations Manager Operational Maxiagement Duties
o Ensuririg smooth operation of the organization by executing the company's goals and policies and managing the firm's budget,
o I,iaison between staffing operations and client companies for the Southern CA region, * Payroll Management
o Observe the accuracy and efficiency of the Accounting and Payroll departments. o Train personnel in Payroll and Accounting processes and systems. * Human Resourceg and Employee Management
o Manage Hiunan Resource policies and procedures by cairytng out employee training mid hiring pmgrams. o Conduct interviews, hire new staff, establish employee goals and conduct performance reviews. o Administer staff schedules encompasstng employee lraining, yacation assignmcnls and shift rot'ations o Ensure complianv with State and Federal regulations
* Workers' Compensation Management
o Administrate and coordtnate employee safety related programs to ensure compliance with OSHA laws. act 2002 - November 2012 - Great Dane Management, Norwalk, CA- On-Site Coordinator Supervisor Payroll Processing
o Ensire the accuracy and timely process of checks and payroll reports. h Safety Coordination
o Develop accident prevention pro@ams and conduct inspections in compliance wtth OSHA standards, o Train employees and managers regarding safety laws, regulations and occupational safety and health policies. * Workers' Compensation Program AdminJstration
o Train employees on state Workers' Compensatton laws. * Employee Management
o Manage a staff of eight arid sub-manage a work force of 900 employees.
EDU'CATION & TRAINING
* B.A., Business Administratioti - Accounting & Finance California State University of Fullerton, Fullerton, CA * hoficient in MS Office - WOra, EXCe[ PowerPoint, Outlook, Quickbooks, Intacct * Proficient in Payroll software and timekeeping systems including ADP, NOVAtime, Genesis Pro, Kronos, and SAP. * Bilingual in Spanish. Fluently - Spoken, WrJtten and Read '27//'7 375
ANA PANIAGUA
533 Cllffwood Ave * Brea, CA 92821 * 562-480-0963 * [email protected]
NOTABLE ACOMPLISHMENTS
Honor Graduate / Magna Cumlade - California State University of Fullerton * Wall Street Journal Avtatd Recipient - Cypress College - (2002) * Honor Graduate - Cypress College - (2002)
* MemberofNationalHonorSociety-CalifornfaStateUniversityofFul)erton * Outstm'idingPerformanceAwardRecipient-PersonneiPlus,Inc.-(2005-2010) * QuarterbackAward-ResourceEmploymentSolutions-(2014)
QA&- 376
0000@
The awholechild
(562) 692-0383
thewholechild.org
@thewholechildca
OUR ANNUAL IMPACT
l,437
Families
53% Illness
Reductron
345
Fainul:h
93% Reported
High Parental
Resilience
Mental Health
We address behavioral
challenges and trauma in
children by h.elping them
develo(:i coping skills and heal
from distress.
Services: Family, individual and
group psychotherapy, crisis
intervention, psychological testing
and medication, and case
management.
Parent Enrichment
We help caregivers establish o
strong attachment with their
children, prenotol-5 years.
Services: oevelopmental
screening, infant massage,
lactation, stress screening for
caregivers and monthly group
socializcitions.
945
Eardtes
276 Families
Housed
99% Permanency
Rate
509
€%@h
9,595 Views of
Education
Videos
Family Housing
oWreohne!efab\i'nl:oSfeh:r:ensCsn'?ss
on their journey to permanent
housing and self-sufficiency.
Services: Prevention, crisis
placement and rapid rehousing,
case management, employment
services, life skills and family
mentoring.
Nutrition Education
educatio-n and physical activity
promotion.
Services: Nutrition education
classes at schools, nutrition
workshops and videos, physical
activity classes and community
outreach.
mf
377
all
The awholechild
(562) 692-0383
thewholechild.org
@thewholechildca
NUESTRO IMPACTO ANUAL
1,437
Fornllias
53%
Reducci6n de
Enfermedades
e
345
Fai'n)lias
Parental
Salud Mental
Trotamos log problemas de
desarrollar habilidades de
afrontamiento cinte situaciones
estresantes.
Servicios: Psicoterapia familicir,
individual y grupol, intervenci6n en
crisis, pruebas psicol6gicos, manejo
de medicamentos y mane)o de
CaSOS.
Fortalecimiento de
Madres/Padres
Ayudamos a las familios a
establecer un fuerte v'inculo
con sus hijos, prenatal-5 arios.
Servicios: Monitoreo del desarrollo
infontil, masaje de bebe, loctancio
monitoreo de niveles de estrus y
grupos de sociolizociones pora
modres /pcidres.
945
Familias
27B Familias
Alojadas
99% Permancencia
509
kaioa
9,595 Videos
Educativos
Vistos
Vivienda Familiar
Ayudamos CI ICIS Tamilias sin
hogar o al borde de perder su
hogar a asegurar viviendo
permanente y a ser
outosuficientes.
Servicios: Preyenci6n, alojamiento
de emergencia y permanente,
manejo de casos, servicios de
empleo y guia familiar.
Educaci6n sobre
Nutrici6n
Tratomos la obesidad infanti
o traves de la educaci5n sobre
Servicios: Clases de nutrici6n en la
escuela, talleres y videos
informativos, clases de actividad
fisica y provision de informoci6n a 10
communidad.
condado de Los Angeles, incluyendo <i rB6s de'4,400 nirios y j6genes,, ,;'ii 378
CITYMANASER'S OFflCE
Ciffl of South Gate
CITY COUNCIL
Item No. 10
AC-ENDA JBJILL
For the Regular Meeting o't: November 22, 2022
ent: Public Works
Department Director:
o Cervah
City Manager:
uis Je ers
SUBJECT: ACCEPTANCE OF
COMPLETION FOR THE PARK
CITY PROJECT NO. 691-PRK
PROJECT COMPLETION AND NOTICE OF
MAINTENANCE YARD REROOFING PROJECT,
PURPOSE: Construction of the subject project is complete and the retention payment to the contractor is due. Section 7107 of the Public Contract Code requires the City to accept completion of the project and issue public notice of such, prior to releasing the retention payment.
RECOMMENDED ACTIONS: The City Council will consider:
a. Accepting completion of construction of the Park Maintenance Yard Reroofing Project, City Project No. 691-PRK; and
b. Directing the City Clerk to file the Notice of Completion with the Los Angeles County Registrar Recorder's Office.
FISC AL IMP ACT: There is no impact on the General Fund. The final construction contract amount is $107,065, inclusive of Contract Change Orders No. l and No. 2, and it was :tunded with California National Resources Agency Grant Funds from Account No. 524-460-61-9100.
The total project budget is $196,000. The project expenditures are summarized below.
Project Budget Account No.
524-460-61-9100
Planning and Design Phase $781
Construction Services $97,498
Change Order No. 1 $4,691
Change Order No. 2 $4,876
*Project Management and Staff Time $4,640
Total Project Cost $112,486
* Costs will continue to be incurred to process final payi'nents and paperwork.
I 379
ANALYSIS: Construction of the Park Maintenance Yard Reroofing Project is complete, and staff is preparing to process the final payment for construction services to Best Contracting Services, Inc. Public Contract Code establishes requirements that the City must abide to prior to releasing the final payment for construction projects. The Notice of Completion provides written notice to concerned parties that all work on the project has been completed. The Notice of Completion initiates the 35-day period within which concerned parties may exercise their lien rights for the work they performed on the project. The City may use a part or all the 5% retention payment to settle any liens exercised against the City. If no liens or claims have been filed within 35 days of the filing of the Notice of Completion, the City will release the retention and any remaining amount due to the contractor.
BACKGROUND: The Park Maintenance Yard Reroofing Project is a part of the City's Capital Improvement Program. The project included the replacement of deteriorated corrugated metal roofing and removal of asbestos containing mastic in the old roofing.
On January 26, 2021, the City Council approved a purchase order contract ("PO No. 6318") for Best Contracting Services, Inc. ("Best"), in the amount of $121,000, to construct the Park Maintenance Yard Reroofing Project. On May 11, 2021, the City Council ratified a revised purchase order contract with Best Contracting Services, Inc., in the amount of $97,498, revising the scope of work. The original scope of work called for the removal of the existing cormgated metal roof on the garage portion of the building and replacement with plywood decking and installation of TPO type membrane roofing. Due to structural concerns with the garage portion of the building, it was decided to replace the corrugated metal roof in kind, so as not to increase the roof weight. The scope of work on the remaining portion of the building that houses a lunchroom, storage, and office space was not changed from TPO membrane roofing over the existing built-up roofing.
Construction has been completed and City representatives inspected and approved the improvements. All work was performed in accordance with the revised project scope of work, with acceptable quality and workmanship. In addition, the project required a building permit from the Community Development Building & Safety Division. Best has met all contract obligations. The City Council may now accept the project as complete. The Notice of Completion can now be filed with the Los Angeles County Registrar Recorder's Office.
Two change orders were administratively approved for the project. Contract Change Order No. 1 was for inflationary cost increases of materials for $4,691. Change Order No. 2, for $4,877, was for the abatement of asbestos mastic found in the roof mastic. The original contract amount was $97,498. The final amount is $107,065 inclusive of Change Order No. 1 and 2.
ATTACHMENTS: A. Notice of Completion
B. Change Order No. 1
C. Change Order No. 2
EM:lc
2 380
ATT ACHMENT A
RECORDING REQUESTED BY
I AFTERRECORDINGMAILTO J
CITY CLERK OFFICE
CITY OF SOUTH GATE
8650 CALIFORNIA AVENUE
SOUTH GATE, CA 90280
L J
SPACE ABOVE THIS LINE FOR RECORDER'S USE
NOTICE OF COMPLETION
NOTICE is hereby given that:
1 The undersigned is owner of the interest stated below in the property hereinafter described; 2 The NAME (including that of the undersigned), ADDRESS and NATURE OF TITLE of every person owning any Interest in such property is as follows:
FULLNAME FULLADDRESS NATUREOFTITLE
City of South Gate 8650 California Avenue In Fee
South Gate, CA 90280
3 The names and addresses of the transferors of the undersigned owner: (to be shown if the undersigned is a successor in interest of the owner who caused the improvement to be constructed, etc.) 4 A work of improvement on the propeity hereinafter described was COMPLETED ON 4/5/22 5 The name of the CONTRACTOR, if any, for such work of improveinent was Best Contracting Services, Inc., 19027 Hamilton Avenue, Gardena, CA, 90248
6 The property on which said work of improvement was completed is in the City of South Gate County of Los , State of California, and is described as follows:
PARKS MAINTENANCE YARD REROOFING PROJECT, CITY PROJECT NO. 691-PRK. 7 The street and address of said propeity is: 8620 Califomia Ave, South Gate, CA 90280
Dated: November , 2022
8 Signature of
Owner or Owners Al Rios, Mayor
City of South Gate
381
A Notary Public or other officer completing this
certificate verifies only the identity of the individual who signed the document to whicli this certificate is
attached, and riot the truthfulness, accuracy, or
o that document.
ST ATE OF CALIFORNIA
COUNTY OF LOS ANGELES
SS
Subscribed and sworn to (or affirmed) before me on this day of 20, by , proved to me on the basis of satisfactory
evidence to be the person(s) who appeared before me.
Signature: Place Notary Seal Above
382
ATT ACHMENT B
CITY OF SOUTH GATE
DEPAR1'MENT
glOl'l
CONTRACT7PO CHANGE ORDER
C ilAiNGE ORI)ER #: 00 I
I)ROJECT T}TLE: DEMO & INSTAI.L OF NEW ROOF /IT SCi PAIIK YARD CONTRACT #i
CON'rRilCTORi BEST CON'rRACITNG SERVICES. INC
CITY PROJECTt
PURCHASE ORDEII #: 0006318
CHANGR REQUF.STEn BYi OtENN hlAssEY
DATE OF IIEPORT: 11/1/2021
Cost
Calendar
DaysOriginal contract/PO auaount:
S 97,497.49Previotis Change Orders amount:
Tliis C)iange Order amount: S 4.691.08
Total liicrease to contract (all change oi'dei's) to date: S 4,691.08 Ravised total contract ainount: S 102,188.57 /Pci'ccnlage or lotiil increase (or decrease) to conli'act ainounl to date:
DESCRiPTION OF CHANC,E ORDER WORK TO BE PERFORMED, ESTIMATE OF 0U ANTITIES. AND PRIC[.S TO BE PAID:
. " _ a 'Change in Bid item Quantities' . '
Item # Detailed description
I
Contract
Quantity
Previous
Cliange
Orders
Quantity
THIS
Cliange
Orders
Quaiitity
Total
Adjusted
Contract
Quantity Unit Uiiit Cost
Cliange Order
Cost
Time
Extensioii
Workiiig
Dnys
1 The price differeiiee is due iiiflation - material pricing lias clinnged siiice tlie quote given in April 2021 by tlie vendor.
o o _1.00 _l.OO
I
I 7 ,5i4691.08
2 0 o _l.O(I _I.OO l
3 o o _l.OO -1.00 t
4 o o -1.00 -1.00 I
5 o o _I.OO -1.00 I
6 o o _l.OO -1.00 l
Total Cost: $4,691.08
Approval Recominpnded by: GLENN )VIASSEY Date:
383
October 21, 2021
Kevin Holmes, General Maintenance Foreman
City of South Gate Public Works Field Operations
4244 Santa Ana Street
South Gate, CA 90280
Re: South Gate Maintenance Yard, 4933 Southern Ave, South Gate, CA 90280 NRP CPN#: 180901-CA-011
Mr. Holmes:
National Roofing Partners (NRP) and its local partner, Best Contracting, have developed the following pricing proposal for the South Gate Maintenance Yard project. This pricing proposal was developed in compliance with NRP's contract number R180901 with OMNIA Partners and includes the total cost to remove existing metal roof and install new 24ga corrugated metal panels and install mechanically fastened 'l 15mil fleece back TPO over existing BUR.
Attached is the Proposal & Scope ofWork which defines the work that Best Contracting proposes to complete. The project scope includes a manufacturer's 20-year warranty for the TPO section, extended warranty options are available at an additional cost, provided upon request.
Basedonthisscopeofwork,pricingtocompletetheSouthGateMaintenanceYardprojectis$102,l8857.This / 'pricing is compliant with the OMNIA Partners' unit pricing.
All material is guaranteed to be as specified. All work will be completed in a workmanlike manner according to standard roofing practices and in accordance with manufacturers specifications.
If this proposal is accepted, please see instructions for purchase order:
1. The purchase order will be issued to Best Contracting.
2. Thepurchaseordershouldbeclearlymarked"PerOMNIAContract#l8090l-CA-011"
3. E-mail the purchase order and tax-exempt certificate, if applicable, in PDF format to:
a. [email protected]
b. Cc: [email protected]
4, Once we receive a P.0., a notice to proceed will be issued and work can begin at the member's discretion.
If you have any questions or need additional information, please contact our office.
Best Regards,
Froilan Pablo
Best Contracting
19027 S Hamilton Ave
Gardena, CA 90248
310-505-1801
NRP
HAYIONAI IIOaPllffl PARTIIIR$
384
Thank you for allowing us the opportunity to provide you with our proposal for the South Gate Maintenance Yard.
We have included all necessary labor, equipment, and materials to complete the project in a safe and timely fashion.
Approximate Roof Area: 5,400 square feet
SCOPE OF WORK:
* Demo existing metal roofing down to joists.
* Furnish and install new 24-gauge Multi-Cor corrugated metal (standard color) at 3,500SF to match removed. * Over existing BUR cap sheet roof, mechanically install 1 15mil fleece back TPO system. * Flash all penetrations and curbs per manufacturer's specs. * Furnish & Install walk pads at all serviceable mechanical units. * Provide owner with a 2-year Installer roofing warranty at section with new TPO system. * ProvideownerwithManufacturer's20-yearNDLwarrantyonlyatsectionwithnewTPOsystem. * Nowater-proofwarrantyavailableforcorrugatedmetalroof. * 1-yearinstallerwarrantyatcorrugatedmetalsection.
PRICING:
PRICE FOR SCOPE OF WORK ABOVE: $102,18857
Pricing is valid for 30 days. The prices listed in the preceding table are an estimate for the services discussed.
Estimates are subject to change ifproject specifications are changed or costs for outsourced services change before a contract is executed. This proposal is based on the use of Standard AIA Contract Documents. Taxes are r)ot included unless noted above. For tax exempt customers, tax amount listed above may be excluded from purchase order or contract.
EXCLUSIONS:
-Mechanical, electrical, plumbing, communications, or data equipment modification, removal, or reinstallation work unless specifically noted above. -Premium time or overtime unless specifically stated in scope of work. -Protection or necessary modification of such items as electrical substations, transformers, or powerlines shall be the responsibility of the owner to provide a safe working condition. -Structural changes to building and lightning protection systems, - ACM abatement or testing. -Interior protection or cleaning of interior contents prior to, during, or after roofing operations. -Any damage to building components under the roof decking because of mechanically fastening components of this roof assembly as required by the manufacturer. -Engineering reports or investigations. -Mold, fungus, or mildew remediation. -FM Global approval unless specifically listed in scope ofwork above. -Ponding water. -Permits, unless specifically named above. -Any work or materials not specifically and clearly named above.
SAFETY:
Site safety set up will comply with OSHA standards. A preliminary site inspection prior to commencement of the project will be completed to identify potential areas of hazard.
MISCELLANEOUS:
When installing highly reflective white roof coverings, construction debris, dust, or sediment will leave dirt on the new covering. Best Contracting will take care to minimize debris and foot traffic over the new roof covering, but some inherent dirt will remain as a result of the construction process. Post-construction cleaning of the roof covering is not included in this proposal unless specifically stated in the scope of work. If this proposal does not clearly state and NRP
Ha@Nu mfllTh ?MIThlRl
385
include the installation of a "full tapered" insulation assembly, ponding water may be present after completion of the roof system and Best Contracting.shall not be held liable to remedy ponding water situations. Certain products used in the installation of roofing materials emit odor. Products in this category include, but are not limited to, asphalt, adhesives, primers, etc. Mechanical units, intake vents and other air drawing equipment may be required to be shut down by the owner during certain times of construction if interior space is sensitive to odors.
TERMS & CONDITIONS:
This proposal packet is not intended to take the place of a construction contract. Contract and payment terms will be negotiated and agreed to separately by Best Contracting and the City of South Gate. Any alteration or deviation from the scope of work or specifications involving extra costs, will be executed only upon written orders, and will become an extra charge over and above the estimate. All warranties to be issued upon completion of contract. Those who work on your property or provide materials and services and are not paid in full may have a right to enforce their claim for payment against your property through a construction lien.
Thank you for taking to time to read and understand our proposal for this outstanding project and please do not hesitate to contact us at any time ifyou have any questions. jfVRP
IIATI@NlkL ROOffllN(! I'ARThl!R&
386
City of Soufh Gate Public Works Reld Ops
4244 Sarda Ana Sfreef
Soufh Gale, CA 90280
21-act-2021
Project Name:
Souih Gale Maintenance Yard
Project Address:
4933 Soulhem Ave
Souih Gate, CA 90280
OMNIA
PARTNERS
jfVRP
LINE ITEM PRICE ESTIMATE
621 East Stake H(ghway 121
Suite a)
Coppell, TX 75019
CPN: 180901.CA.011
Prlcing Summary by Category
Category Wa(er Reslsian) Roofing Sub(otal $
Category Insulation Sub(otal !l)
Cafegoiy Roof Tiles and Shingles Subtotal )
Category RooTing and Roof Restoration Subtotal !li 12,459.20 Categog Masoniy Subto}al $
CategoQ Metal Woik Subtoial $ 12,680.00
Catsgory Woodwork Subloial $
Category Standing Seam Metal RooT System Sublotal !)
Category Qoof Specialties and Accessones Sub(otal i 394.40 Category Roof Seivices Subtolal !! 77,122.20
Caiegory General Cost Faclors Subiolal !
Caiegory Additkinal Line Items Subiofal i
Line Item Total $ 102,655.80
Discount 1 $
Proposal Price l $
(467.23),
102,188.57 '
Detailed Line Item Brakdown
ItemNo. l Descrlption uOM Price Qty Total
Waler Resistant Roofing
I $
Insulation
I $
RoofTlles and Shingles
I $
Roofing and Roof Restoration
19-1 Sweep tool surface SF 0.50 1,900 $ 950.0019-15 Single Icy mof system: TP0, 60mil 19-15a mecmnically alfached SF 4.33 1,900 $ B,227.00
19-16 Single ply rwf system; TPO membrane upcharge, fleece back SF 0.31 1,900 $ 589.0019-22 Single ply roof system pipe booi EA 43.40 8 $ 347.2019.20 Single ply roof; cover strip tape, 8" wide LF a.gi 600 $ 2,346.00 Masonry
I $
Metal Work
26a Remove standard metal decking SF 2.37 3,500 $ 8,295.0029 Remove metal edge, gravel stop, eave slnp, or coptng LF , 1.84 500 $ 920.00 29b Gravel stop, galvanized steel, 24 gauge, 6" face LF 6.93 500 $ 3.465.00 Woodwork
I $
Standing Seam Metal Roof System
I $
RoofSpecialties and Azessorla
42 Walkway, single Icy todl
42c 30' wlde mll, adhesive attached LF , 3.70 100 $ 370.0042h Temiinalion bar, aluminum, 1/4" x 1" LF 1.22 20 $ 24.40 Roof Servlm
48 Additional and occasional supplies, materals, equipment and seivices 48d Multiplier/factor to be applied to the R.S. Means costs. % to be applied 1.19 42,505 $ 50.580.9519.35 Manutacluier's wannfy, re-roof, 20 year SF 0.40 1,900 $ 760.0019-42 Equipmenl; fork lifl % 25% 1,400 $ 1,750.00 387
19-15 Eqidpmenl; oiher % 26oA '2,800 $ 3,500.0019-46 MuJllpliei; project safety and fall eairlctkin % 7% 82,125 $ 5,748.7519-51 Mulllpller; total <f area < 10,000 sq (T % '18o/o 82,125 $ 14,782.50 General Cost Factors '
I $
Addlllonal Llne Items
I _ ..._. !,) -
Llne Item Total i ioz,ess.ao
388
ATT ACHMENT C
CITY OF SOUTH GATE
PAIIKS & RECREAT{ON DIEPAR1'MENT
l'agc I of' l
CONTRACT/PO CHANGE ORDER
CIIANGEORDER#: 002
PROJncT TITLE:
CONTRACT #:
CONTIIACTOR; BEST CONTRACTING SERV{CES
't
CITI' PROJECT #i N/A
PURCHASE ORDER #: 0006]18
CT{ANGE REQUESTED BY: A. MEDINA / Cl. MASSEY
DATE OF REPORT: 02/09/22
Cost ComnientsOriginal contract/PO amount
S 97,497.00
a;n4,-
Previous Change Oi'ders amount
4.691.08This Cliange Order amoum
S 4,876.28TOtnl amcrcase rO contract (all change orders) 10 dllte:
$ 9,567.36Revised total conirac ainount to date:
$ 107.064.36Perceniage of total increase (or decrease) to contract amOulll to date:
m (!ll9<
DESCRlPTiON OF CHANGE ORDER WORK TO BE PERFORMED, ESTIMATE OF 0UANTITIES, AND PRICES TO BE PAlDi (:'hange in 'Bid fteni Quantities ' -
Item # Detailed descrtptlon
I
Contract
Quantity
Preiaious
Chiinge
Orders
Quantity
TIIIS
C}iaiige
Orders
Qunntity
Totiil
Adjusted
Contriict
Quuntig Uiiit Unit Cost
Cliange Oi4er
Cost
Time
Extension
Working
Days
1 Once project wiis started it was discovered t}ie rool'ing ninterial coiitnlned iis1iestos. This CO will cover the abatement.
o o -1.00 -1.00 il ,54876.28 _N/A
2 o o -0.00 _o.oti o o
3 o o § _O.O(I o o
4 o o -o.oo -0.(10 o
NOTES:
Total Cost: $4,876.28
THE TOTAL AMOUNT OF THIS CHANGE ORDER IS: $4,876.28
Approval Recominended by: A. Medina
Direclor, Manager, SuperinTendenl (deparlmem procedure) Approved by:
Director ol' Administrative Sei'vices
Date:
Date:
Diile:
02/09/22
02/09/22
""') // (,; / i:Zi (.) ) >
389
February 3, 2022
City of South Gate Public Works Field Operations
4244 Santa Ana Street
South Gate, CA 90280
Re: Maintenance Yard Abatement, 4933 Southern Ave., South Gate, CA 90280 NRP CPN: 180901-CA-034
To Whom It May Concern:
National Roofing Partners (NRP) and its local partner, Best Contracting, have developed the following pricingproposal for repairs at Maintenance Yard. This pricing proposal was developed in compliance with NRP's contractnumber R180901 with OMNIA Partners and includes the total cost to perform the following repairs:
- Removal & disposal of 250 square feet of Asbestos containing roof mastic on top of metal roof.
Based on this scope ofwork, pricing to complete the project is $4,87628. This pricing is compliant with the OMNIAPartners' unit pricing.
All material is guaranteed to be as specified. All work will be completed in a workmanlike manner according tostandard roofing practices and in accordance with manufacturers specifications.
If this proposal is accepted, please see instructions for purchase order:
1 , The purchase order will be issued to Best Contracting.
2. Thepurchaseordershouldbeclearlymarked"PerOMN1AContract#l8090l-CA-034"
3. E-mail the purchase order and tax-exempt certificate, if applicable, in PDF format to:
a. [email protected]
b. cc: [email protected]
4 . Once we receive a P.0., a notice to proceed will be issued and work can begin at the member's discretion.
If you have any questions or need additional information, please contact our office.
Best Regards,
Pi Pablo
Best Contracting
19027 S Hamilton Avenue
Gardena, CA 90248
a10-505-1801
NRP
NAYIOHAI tlOOFIHO PAIITNI!R$
390
2-Feb-22
Project Name:
South Gate Main(enance Yard Abatement
Project Address:
4933 Soufhem Avenue
South Gate, CA 90280
Scope of Work
o Removal & disposal of 250 square feel ol Asbestos containing roof maslic on top ol metal roof.
Detailed Line Item Breakdown
IlernNo. I Description uOM Price Qty TotalWater Resistant Roofing I
$Insulation
I
sRoof Tiles and Shingles
I
$Rooflng and Roof Restoration
I
$Masonry
I
$Metal Work
I
$Woodwork
I
$Standing Sewn Metal Roof System
I
SRoof Specialties and Accessotles
I
$Roof Services
48 Additional and occasional supplies, rnaterals, equipment and seivices 48b Aliemative Methods of Cosiing - pecenl of overhead/markup and % or O/P 25% 4,267 S 5,333.70General Cost Factors I
SAdditional Line Items
I
i
Line Item Total t 5,333.70
OMNIA
PARTNERS
OMNIA P ARTNERS LINE ITEM PRICE ESTIMATE
OMNIA Contract No.
NRP CPN
180901
180901-CA.034
Discount 1 S
Proposal Prim l $
457.42 H
4,876.281
NRP
391
CITYMANAGER'S OFF[UE Item No. 11
NOV 15 2022
11:'5" Ciffl of South Gate
CITY COUNCIL
AGENDA BNLL
For the Regular Meeting of: November 22, 2022
Ori a a ' Department: Public Works
SUBJECT: CHANGE ORDER N0. 6 TO CONTRACT N0. 2021-66-CC WITH NR DEVELOPMENT,INC., TO FUND ADDITIONAL WORK REQUIRED TO COMPLETE CONSTRUCTION OF THE URBAN ORCHARD, CITY PROJECT NO. 539-PRK
PURPOSE: To approve Change Order No. 6 to Contract No. 2021-66-CC for the Urban Orchard Project which is under construction. Contract Change Order No. 6 ("CCO No. 6") is necessary to address unforeseen field conditions relating to saturated soil.
RECOMMENDED ACTIONS: The City Council will consider:
a. Approving Change Order No. 6 to Contract No. 2021-66-CC with NR Development, Inc., to fund additional work required to complete construction of the Urban Orchard Project, City Project No. 539-PRK, in a budgetary amount of $288,019; b. Authorizing the Assistant City Manager/Director of Public Works to execute Contract Change Order No. 6; and
c. Approving an increase to the City Manager's authority to administratively approve change orders from a cumulative total of $500,000 to a cumulative total of $750,000.
FISCAL IMPACT: There is no impact to the General Fund. The Project is budgeted in the amount of $24,793,246 in the Capital Improvement Program in Account No. 311-790-61-9214 (CIP Fund - Urban Orchard, City Project No. 539-PRK). Change Order No. 6 is in the amount of $288,019, which is proposed to be funded as surnrnarized below.
Project Budget
SWRCB
Prop l
Fund
LWCF
Fund
LA
County
Fund
Measure
W (Local)
Fund
Measure
w
(Regional)
State
Park
Prop 68
RMC
Funds Private
Donations
Construction Contract $6,728,579 $2,113,042 $530,000 $665,141 $2,482,866 $3,261,225 $90,000 $15,870,853 Change Order No. 1 $95,314 $95,314
Cliange Order No. 2 $46,216 $51,440 $97,656
Change Order No. 3 $65,040 $65,040
Change Order No. 4 $415,968 $415,968
Change Order No. 5 $73,629 $73,629
Change Order No. 6 $288,019 $288,019
Total $6,728,579 $2,113,042 $530,000 $1,233,359 $2,482,866 $467,408 $3,261,225 $90,000 $16,906,479 ANALYSIS: The Urban Orchard Project is under construction. Change Order No. 6 is needed to address unforeseen conditions as well as to fund additional work.
I 392
Change Order No. 6 is in the amount of $288,019 and includes the following scope of work: l) remove unforeseen saturated soil conditions and backfill the Bandini Charu'iel with 2-sack slurry to provide a stable bottom for the drop inlet and new channel walls, 2) pump nuisance water and remediate soil throughout the construction of the drop inlet and channel walls ($50,689); 3) rework and relocate a bench and a receptacle from the decomposed granite pathway ($2,293); 4) add the gate exit loops which were not specified in the plans ($3,638); 5) remove a light pole in order to obtain a final inspection from SCE ($2,509); 6) install anchors not shown in the structural details for the garden shed and add a perimeter skirt around the shed ($3,637); and 7) dewatering operations by a specialized contractor, remediation of saturated soil due to the saturation of the soil flowing from the Bandini Channel, time and material costs to reduce and remove water flowing into the construction site ($225,253).
Some of the time and material work within Change Order No. 6 was completed in advance of processing the written change order approval as prompt action was needed to avoid project delays which would have potentially caused the City to pay daily costs for construction crews.
On May 25,2021, the City Council authorized the City Manager to approve change orders up to a cumulative amount of $500,000. Increases in authorization amounts provide flexibility in addressing minor changes that can occur in a Public Works projects of this size and scope yet ensures the City Council sees and acts upon the significant change orders that may occur. Such flexibility is needed to keep construction and payments on schedule that could otherwise cause delays which can increase costs of projects.
To date, the City Manager has approved five (5) change orders with a cumulative value of $331,639 and the City Council has approved one with a value of $415,968. Including Change Order #6, the cumulative value the City Council has approved for this project would be $703,987. All change orders are funded with budget grant funds and the City remains under the total project budget.
BACKGROUND: The Urban Orchard Project is a part of the Capital Improvement Program.
Now under construction is the installation of a new passive park on a 7-acre site located at 9475 W, Frontage Road. This site is located between Firestone Boulevard to the north, the Thunderbird Villa Mobile Home Park to the south, the Los Angeles River to the west and I-710 Freeway to the east.
On May 25, 2021, the City Council approved Contract No. 2021-66-CC with NR Development, Inc., in the amount of $15,870,853. Construction began on August 2, 2021 and is scheduled for completion in spring 2023. To date, four change orders have been approved administratively totaling $331,639, and one has been approved by City Council in the amount of $415,968 as follows:
* In November 2021, the Contract Change Order No. I in the amount of $95,314, was administratively approved to strengthen the park lighting foundation. * In February 2022, Contract Change Order No. 2 in the amount of $97,656 was administratively approved to add additional a vault and switch equipment required by Southern California Edison ($51,440), remove and dispose of unforeseen concrete slabs 2 393
($13,266), and repair a damaged electrical conduit line that serves the existing billboards ($32,950).
* In April 2022, Contract Change Order No. 3 in the amount of $65,040 was administratively approved to modify the improvements along the east perimeter road ($28,325), remove and dispose of unforeseen concrete slabs ($32,007), for unforeseen labor and material for additional pipe penetrations not identified in the plans ($3,255) and for unforeseen labor and material to protect the liner from the wetland sidewall ($1,453). * InMay2022,ContractChangeOrderNo.4,intheamountof$415,968,wasapprovedby the City Council to address unforeseen field conditions related to handling, hauling and disposal of excavated soils.
* In August 2022, Contract Change Order No. 5, in the amount of $73,629 was administratively approved to correct and increase the grades in the playground area by 5 feet, revising a concrete walking path, landscape, and irrigation modifications ($36,114), to improve the Bandini Channel chain-link fence and access ladder to meet Los Angeles County Flood Control requirements ($8,612), remove and dispose of unforeseen debris encountered in the shade structure on Time and Material basis ($764), place a protective seal coating on two pedestrian bridges ($1,937), and for soil sampling, inspections, laboratory analysis and reports ($26,202).
Although the project has experienced a number of change orders, it is proceeding under budget.
Construction of the park is scheduled for completion in spring 2023. To date, the following improvements have been completed: rough grading, drop inlet for storm water diversion structures from the Bandini Channel, a wetland overlook area, a flowing stream adjacent to the education/flexible space building and wetland, bioswale, construction of 18 raised planters, planting of 75 trees, installation of two shade structures to promote prolonged hours and use of the park, a water element at the playground, and the installation of multi-use walking and bicycle pathways, exercise equipment located at various stages along the walking and bicycle paths, benches, picnic tables, drinking fountains, trash cans, and pathway lighting.
ATT ACHMENTS:
GD:lc
Proposed Change Order No. 6
Change Order No. 5
Change Order No. 4
Change Order No. 3
Change Order No. 2
Change Order No. 1
Contract 2021-66-CC
3 394
ATT ACHMENT A
City of South Gate, Public Works Department
Contract Change Order
o, S all 70
Date: jlj2212022 Change Order No 006 AccounUContract No. 2021-66-CC Contractor: NR [)evelopmenl Inc Account Code
Contract Date: srpsraopt Account Code 311-790-6'l-9214 Plan Reference: URBAN ORCHARD PROJECT, CITY PROJECT NO 539-PRK OrderAmoum : zss,otgoz Extensionof if warranted TO
are hereby direcled to make the herein changes from the plans and specifications OT do the following descnbed work not included in the plans and on this conltacl
Reason of Change: COR 28R2- unToteseen salutaled soil leachinq from the Bandini Channel lo the reservolt area COR 29R2 - SCE inspector added scope oT work in order lo obiain the power the proect swilchqeai COR 3'l R j - Remedialion oT the unforesesn salutaled soil al Ihe Bandini Channel for the conslruclion of the tltop inlel COR 32R1 - Rework and relocalion of bench and trash receptacle at decomposiid titanile pathway CCtR 36R1- Add the qale exil loops were not specified in the plans COR 37 - Soulhem CaliTomia Edison direclive to remove light pole in order lo obtain a final inspection COR 40 - Install anchors not shown in the sltucftxal delaiis for the qarden shed and add e side skirt around perimeter Item B- UnforesBBll (@nditions-SJutafed Soil The scope of work include Ihe dewalet operations by a specialized conlraclo7 remedialion oT salulaled soil due to Ihe salutation of the soil flowinq Itom the Bandini Channel and lime and maletial cosls lo reduce and remove walet Tlowinq into the construction site above conlracl work
Description ol Change: See back-up sheet
Onginal Conlracl Amount 15,870,853.00
Total oT previous aulhorized Change Orders 747,607.17 New Change Order Amount 288,019.07
New Contract Amount 18,9%,479.24
Contractor accepts the terms and conditions stated herein as full and (inal ssttlement of any and all claims arising from this Change Order. The adjustmems to the Comract Price and Contraal Time in this Change Order constitute the entire compensation andjor ad)ustmem thereto due to Contractor, including but nil limited tO all dirtiCl, indiTecl, consequential. proflt, labor, equipment, tools, idle time, incidentals, and overhead (fleld an d ham e OffiCe) 00813 due 10 Contractor ariSing Out Of Or related 10 lht change in the WOrk COvered by thiS C)iange Orderi Tha Signing Of lhiS Change Order acknowledges jull mutual accord and satisfaction for the change and thaf the stated time andlor cost constitute the total equitable adiuatmsnt OWm lhB Contractor as a result Of l+ie change. The Contractor hereby releases and agTeeS to waive all rights. without exception or reservation of any kind whatsoever, to file any further claim or request for equitable adjustment of any type, for any reasonably foreseeable cause that shall arise out of, or as a result of, this Change Order andlor its impact on the remainder of the Work under the Comract.
Approved November 22, 2022
Gladis Deres
Project Engineer
Datnelle Bagdanovich
Contractor NR Development Inc Vice Itesident
Arluto Cetvanles
Assistant City Managetj Diteclor oT Public Works By Aulhonzed Agent Chns Jeffets
City Manager
Robert Godkey
Conskuclion Manager
Onginal - Project File
CC - Contractor
- Deparlment
395
Date:
City of South Gate, Public Works Department
Change Order Breakdown
'10/21/2022 ChangeOrderNo Account/Contract No.
V S o U 7 h
Contractor:
Contract Date:
NR Development Inc
5/25/2021
Account Code
Account Code 311-790-81-9214
Plan Reference: URBAN ORCHARD PROJECT , CITY PROJECT NO 539-PRK Item No. Description Time Extension Quantity Unit
I
Unit Price Total
1 (COR 28R2)
unforeseen saturated soil at reservoir :
Additional work to remediate saturated soil on
the west portion of the reservoir subgrade.
T&M work to remove 2' of saturated soils and
bridge unstable material with 3/4" rock and
CMB.
o 1 LS $13,301 09 $13,301 09
2 (COR 29R2)
Added work caused by SCE Inspector:
Upon SCE inspection, the SCE inspector
wanted to add bollards around the PME and
DG on all sides of the PME and Transformer
o 1 LS $21,951 66 $21,951 66
3 (COR 31R1)
unforeseen conditions-Remediation of
saturated soil at channel:
The contractor had to remov6 120 CY of
saturated soil and fill the excavation with 120
CY of 2-sack slurry to provide a stable bottom
for the drop inlet and new channel walls.
Pumping of nuisance water and soil
remediation continued throughout the
duration of constructing the drop inlet and
channel walls. Work was completed via T&M.
10 'l LS $50,688 91 $50,888.91
4 (COR 32R1)
Added work caused by CCD #003:
CCD #003 relocated (4) benches and (2)
trash cans. The cost includes the rework
needed due to the fact that (1) bench and (1)
trash cans was already installed
o 1 LS $2,292 84 $2,292 84
5 (COR 36R1)
Added Exit gate loops to entry gate:
During the submittal process, the City
identified that the plans did not specify gate
loops for the motorized gates. This cosk is to
add safety and exit loops to the southern
(entry) gate.
o '1 LS $3,638.60 $3,638 80
6 (COR 37)
Added work caused by CCD #004:
CCD #004 directed the contractor to temove
a light pole and footing that was already
installed SCE directed the City that this pole
was too close to the overhead wires feeding
the billboard signs and needs to be removed
o 1 LS $2,509.28 $2,509.28
5 396
7 (COR 40)
Added work for garden shed:
RFI 93 tesponse includes lifling shed,
installation anchors to concrete slab, and
installing painted side skirts to extenor.
o 1 LS $3,836.69 $3,636 69
8 Unforeseen conditions-Saturated Soil:
Remediation of saturated soil associated to
the installation of stormwater conveyance
mechanical equipment and to reduce and
divert the quantity of water flowing from
underneath the Bandini Channel. The scope
of work include the dewater operations by a
specialized contractor, remediation of
saturated soil due to the saturation of the soil
flowing from the Bandini Channel and time
and material costs to reduce and remove
water flowing into the construction site above
contract work.
TBD 1 LS $190,000.00 $190,000.00
Time Extension 10 TotalChange0rderAmount $288 019.07
397
ATT ACHMENT B
City of South Gate, Public Works Department n@ s.Oul,, D;ila: 71572022 Cltonga Omer No AccounUConlriicl Tlo. 2021J6CC Cantrtcloi: NR Daviilopmenl Inc Account Coda
Cmlmct f)eta: 51251202! Account Coda 3 ! 1 -790-6 1-92 l 4 P'lan RJiiienca: ORGAN ORCHARD PROJECT , CITY PROJECT N0. 539-PRK OrdnrAmounl: S 73,62B.S!1 ExlenrilonofConkac!,irvrattanled are hereby direclod lo make the liereln dtonges Tiom the plans snd spedllcations ai do lha lollovAng descnbed woi% not induded in Iha plans andconlract Reason of Changc: COR 17R1- Bulletin r> modified grades to the playground to give Ilie piopet elevation lot the slides.COR19R1- RFI19modilletlfaddadacceasladdetandchsin-llnkposllocomplyLACFCDrsqukenienls.COR24-removalo!conflidlnquntoreseen ioclddebrisallhesl1adeslniciuiaToolin(ls.COR'5 Coslloptovideiiealingonhvo(2}1)edealrinnbtidqasasperdlieclions!romRFl86COR28-Racovar lhaauocalgdlundslhalwereasioclalgbjha)ngoniiienlalT'4ajesp3one%acluslcaslladale.
DescrlptionofCliange: COR17R1-Bullelin6modiliedqradas Addandremovalsldewalkataunduhaplayyound.Ad)ust krlqalion and plaritin4 lo malcli nei'i layout. (iOR 19Rj-Addlllonsl east to modjfy Ihe exlsunq channel piisl lo accominodata the new 6' chain-link fenca. Theemqlnal plans nevsrshowed an ac<ass ladder !11 lhe newlV iiiilalbd qatai, vlhldi xitas atkkid in the RFI 19 iupor!e. All COiil6 aasoclaled mlh % laddirHCludinQ LabOT, equipmeiil andmaterlals ara Included. COR 24-T&M wOlll conipleled On 418122 l(I remOVeunfoissaan rtx*td0bn! 1mm Shada 81iduTBlaollrqs. COR 2& Cost to proVide sdallnq (In iwO (2} pedestrian bndqea as per fflteclioils from RFI 88. COR 28- CCO #OD4 ramoved expotl Bid Items !! A11. J'his COR is lo recover the allocated funds lliaf vista associaltid w:lll Ilie Environmenlal Professional actual cost to date O$kialCmkas hnounl s 15,870A53.00
Total oT previous authorized Cliange Orders 873,978.FiB Nw (itmngs Ot'derAmount s 73,fi2a.69
Ne'.ia Conliacl Amobn) !! ta.ats,<so.ty
Contractor att.epts the torma and condillona stated horeili as full and final sattlamant of any and all claims anslrig from this ChanOa Ordt-r. 711(Iadluslinanls to the Comiact Prica and Contract Timo In this Change Order conslilulo lm entke compensation andfor adjuslmenl lhetolo due toContraclori includlng but net llnilltid 10 all dlriiCt, Indlracl< consaquantlali pro(il, labori aqulptnont, (ools, Idlo lime, Incidenlals. nnd overhoadIfitild an d liOmti OinCO) CtislS, due tO Conlractar mlslng out of or rolalad to tha change In Illo Work COVOTed by this ch anga Order. The signing OfIhla Changa Orderacknomad(les full mutual accord and satlsfacllon For llia elian5s und tliat jm. slated linve andlor cost consmura the )otalequllabl(l adluslment CIWlld lha Corilractor as D riisult ()I IHO chango. Tha Cotilvactor h(lrDb} r(!10!1(i(1:5 and agrai)s 10 W{IIV(I nll rlghls, willtoul(lXeeplltln Or ras(lrVallon 61 aQ kind wlialaoav l(l ale an7 (unhar claim or t(!qu(1st fl)r (lqull{lbl(l adlustmttnt of any Iptti for nny roasonablyloresooiibla CaUg(l that shall arlso out of, or aii a result OT1 this Changa Ordar and/or Its Impact on the ramalndnr of Iha Work undttr Ill(! Contract.
Original - Ptojacl File
CC: - Conlraclv
- Depadmenl
By Aulho Agenl
Robarl GadTiay
ComlmllonMarqar
398
Date:
City of South Gate, Public Works Department
Change Order Breakdown
7/5/2022 Change Order No AccounUContract No.
I SOL17,
Contractor:
Contract Date:
Plan Reference:
NR Development Inc. Account Code
5/25/2021 Account Code
LIRBAN ORCHARD PROJECT , CITY PROJECT N0. 539-PRK
311-790-61-9214
Item No.
I
Description Time Extension Quantity
I
unit
I
unit Price
I
Total
1 (COR 1 7R)
Added worked caused by Bulletin 5 :
Bulletin #5 change - Added grading to
increase slope at playground to allow slide to
have the proper fall. Add and removal
sidewalk around the playground. Adjust
irrigation and planting to match new layout.
o .1 LS $36,113.80 $36,113.80
2 (COR 01 9R)
Added work caused by RFI 19Rl.
Additional cost to modify the existing channel
post to accommodate the new 5' chain-link
fence. The original plans never showed an
access ladder at the newly installed gates,
which was added in the RFI 19 response. All
costs associated with tlie ladder including
Labor, equipment and materials are included.
o 1 LS $8,811.95 $8,611.95
3 (COR 024)
Llnforeseen rock/debris in Shaded
Structure footings:
On April 5, 2022 the contractor was
augering for the shade structure footings
when they came across rock and debris in
the footing that needed to be removed in
order to obtain the designed depths. The
additional costs are associated with labor
and equipment to remove rock/debris.
o 1 LS $763.80 $763.80
4 (COR 025)
Added work caused by RFI 086:
Cost to provide sealing on two (2) pedestrian
bridges as per directions from RFI 86.
o 1 LS $1 ,937.52 $1,937.52
5 (COR 026)
Contractor allocated funds for
Environmental Professional:
CCO #004 removed export Bid Items 10 &
11. This COR is to recover the allocated
funds that were associated with the
Environmental Professional actual cost to
date.
o 1 LS $26,201.52 $26,201 .52
Time Extension 0 TotalChanqe0rderAmount . $73,628.59
399
ATT ACHMENT C
Clty of South Gate, Publla Works Department
Contract Change Order
Data: -11181.'D22 C+iange ardor No McounU(:ontraci No.
Ciintraclor: NR Developmenl Inc. Mcount Codo
Conlract Diitii: si:stzo:i Account Coda
Pliin RaTcioncn: LIRBAN ORCHARD PROJECT CITY PROJECT NO. 53')-PRK Order Amount : ai5.eas.;ts ExtenslanofCanlrad.iTviarranled o < S O u 7 ,,
2021-a6CC
31 i-790.81-921-1
a(€ heteb} di(eded 11) mtlke ine Itetetn diai'iges IlOm l+ie plans aiiil s+)ectlicall(lns tit tio lho {olloivlng dascnbed viotk not InClll(l(ltl Ifl l+ie plans andon LULLS conltad.
RiiiiS On Of Cha in)O: Item i iBid Item 101 Bld Quanliiy Atlluslmem Reduce the bid quantity 5y 4250 TANS116m 21tiid Item 11} 81d Qiisnlily Aduialmenl %diics Ihe biil quanllly hV R40ri tnnti Iliim 31)iltl lliiin lull Rld iluenlily rufiislmsnl assnclalad lvilO 2s':4 abova1111! ogllmiile hid ilmOlllJl Illlm 4 ICOR i:lFl1' Piiympnl I(F Ouanlili(Is U!l 10 1%'5% pnC€ LOT hiindlinq, loadlno ITII(jtilla disposnl 10 di)liS 3 landrill malllTml DoscilpHon of Chiingiii Bid quan(11v zdluslmanls TOT llm volumes and dassifiesllon of soil lo be handled. hauled anddlR(la!id . Bid Ill!m TO {lnd Bid Item 11 nt@ Tedlllld till il 2!iO long ThlilIl 8,500 loni {IT Cloii 'l RCRA tlnd nOn R(.RA tllllll'llll!/ resotidively e:tl item 13itlenliTles Ihti (iifflnlit7 up lol 25".& from Iha estimated l)id qucnlily IhL! qlmnlily iS 2,975 IOng (i{ ClalH Ill Item d ICOR 13Ri IS Ihe per tan once to exoort Class filihe quiinllly is 9.775 Igns.
On0inat Ctinltacl Amoriiil
Tom oj previous aulhomad Cnang* Omets
Naw Change Omar Amount
New Conliacl Amounl
16.B7(1,116).[)0
Rag,a(ffllJ
41!i,9a8.75
18,544831.6fl
Conlractor acc(lpls the ierms and conditions fll)l!ad hoi'oln as full and final E(!tllilmllnl (IT an} and all clilims arlslng ITOm ibls ChanBa Orda(. Tltoadju!amonls 10 tlie Conlr(ICI Ptlce aiid Contract Time In +hlS Cltanga Order constRule 11ta cntlro cotnponeiillon and{or adjustment thereto dua toConFraCiOrl Includlng bill ntit 11mlled tei at! dlrocj, Indkocl, consequontlal, profit, labor, oqulpmanti to(ilsi Idle llma, Incldontalii, and ovailioad (nald nnItOmO O!iico) Cosln, duii 10 Contractor nilslng out of or rnlaled tO Ihti cllan(la Iti tha Work a@VtiTfld by 11tl8 Change Oidor. Tll(! !l0nln9 0f lhl3 CtiangeOydor acknoivlodgos lull mutual accord and siillafactlon for Iliii cliiingo and that the stated llmo antUor cost conslltula Iho tolal oqultable adluslmonlowad tlia Contractor ali a resul) oj 11111 clian(le. The Contraclor hereby riileases and flgTil(IS to waive all rl(lhts, Wltltout axe(lpllon ()r rasarVatlon Of andkind wh.ilaoaiior, to (ile any turlhor claim or requoal to! squllablti adlusln'ianl of any lyp(li for any raasona}ily lon.soo flble cause )1181 Shall iirlge oul or,I)T aS il r(+Bult OT, 11Tl!i C+tang(! Ord(lr andlar 115 Impact on lhe ramillnder rl! 111tl WCllk under the Conlract.
Projacl Ent)Inset
Assisliiiil City ManagetlDiteclor o! Public Woika
Onglnal - Pioloct File
CC - Ctinltacior
- [)eparlmiinl
::g"':2.,d.,,
400
Date:
Contractor:
Contract Date:
Plan Reference:
City of South Gate, Public Works Department
Change Order Breakdown
4/18/2022 ChangeOrderNo AccounUContract No.
NR Development Inc. Account Code
5/25/2021 Account Code
URBAN ORCHARD PROJECT , CITY PROJECT N0. 539-PRK
o I S o u 7 h
2021-66-CC
311-790-81-9214
Item No. Description ' Time Extenslon I Quantity
I
unit Unit Price Total
1 ( Bid Item 10)
Bid Quantity Adjustment:
Excavated Material, Class I Landfill Disposal
(Contaminated)
o -4250 Ton $33.41 ($141,992.50)
2 (COR 11)
Bid Quantity Adjustment:
Excavated: Material, Class 1 Non-RCRA
Landflll Disposal (Contaminaied)
o -8500 Ton $28.70 ($243,950.00)
3 ( Bid Item 13)
Bid Quantity Adjustment:
Bid Item number 13 Excavated Material,
Class 3 Lantffill Disposal
(Payment for Quantities Under 1 25%)
o 2975 Ton $27.36 $81,396.00
4 (COR Oi3R)
Excavated Material, Class 3 Landfill
Disposal (Payment for Quantlties Over
I 25%): prlce for handling, loading, truclking,
disposal to class 3 excavated mateiial
o 9775 Ton $73.71 $720,515.25
Time Extension 0 TotalChange0rderAmount $415,968.75
401
ATT ACHMENT D
City of South Gate, Public Works Department I b O U 7 + Contract Change Order
Dale:
Conliaclor:
conhiit Daioi
Pliin r<oTorenoe:
4113/2022 Clutnga Omer N> AccotinUConliacl No.
NR Development Inc. Accoimt Code
6/25/2021 Accorinl Code
IIRBAN ORCHARD PI'!OJECT CI1Y PROJECT NO 531lPrlK
2021-65CC
311-790-6t-9214
changaO%arAmount: s 85.040.49 Exlansk+nofContrael.iTwananted 0 are tmmby *amea to maka the Imtaln changes tmm the pbns am speclnmOOill or do h king desenbadwork not kiduded In the plans andon lhls conlracl ROll5€ln 01 CltangO: CORIOR la ROWOTk (IT improvements Call50d baa IneccuTatti lIltopeTty Ine localicn llOm 5Jk siora(le al'arl IQ the nC area to the north propeny line. CORO16R- Rework oT Improvements cnusnd bv Inacciirale proparly line localion ltom Ihti bul8 slornoe area lo the southpropeny 11ne COR 020R lJnToreseen conctala debris Itom January 27. 2022 lo Febnaary 24. 2022, COR 21 RFI 28Rt lnslall4 pipa boiils Toy Iha penoltallona Into the bollam ot the s'ielland not Identi(itid on lho plans .COR 022 Un!orseen mndilions-Welland sidewall repairs Dtl!CTlpllon Of Cliange: CORIOR'l- RBullalin #3R2 - Ramove insffilled forms on Wail SldG at fiTe lanO & norlh side. over axcame bulk sloraqe. subqrada lot new curb ktcalions. over excavale and craale subiiiade lot haw DG to>lion.e north piopedy llne.COR16R- Additional cost I(IT Bulletin #DD4 Thenqes, indudinll landscnpelittiqalion deletion. curb survey realiqnmiinl. and any line items Ihat v41l be billed once installed. COR 02[IR- Dunn0 rouqh 4radlna ooarelion from Ihe period ol Januay 27. 2022 lo Fiibrauty 24, 2022. the contractor ancounlered unToiageen concrete Itttouqhoul Ihe sile. The additional coals DTG associated with removinq broken i.onciels and asplinll slabs ttoin Ihe site. Itiadina the places Inlo the trucks and disposal las COFI 21 RFI 28Rt Insiall 4 pipe boots for the pbneltaliorn. tnlo Iha boliom oT Ihe rvellandCOR 22- Secllon of Ihe welland's perimeter walls had prolnidina places of ashalt and conctes. The cost is tor addiliahal labor and maiehal to add qcotaxililq to orolecl liner In uie iiialland ilTll4 htlln ptoltlldin(l pmnPQ al tlsOhllll nfld ceiiirimo tif Ilip. viiilliind Ill+jtiWl'lli} Original Cantmcl Amnunl
Tolal ol previous aulholl2ed Change Ofd €ijS
hlavi Change OrdetAmouni
Naiv Conltaci Atrounl
S 15,870,))63.00
s
192Aa9.34
66,04).49
S ta.tza,nsz.a:+
COntractor accepts llia tornio and condlllons stated harain a5 fklll alld Tlnal satlleincnl of iiny alld all clalins aTISlllj'l ITOm 1111€< Clianga OTd[lr. Theodlustmonts to the Contract Price and Contract ntne In lhls Change Otdar constltuto lha entire compensation andlor adjustmanl Iliorolo dua toContraclori Includlng but net 11mlttid 10 all dtraCl, limiract, consequential, profit, labor, cqulpmoiil, 10015, Idlii lime, Incldiinials, and civarhnad iff aid and hOmO Oftico) COr.l5, diiO 10 Contractor arlslng aul at Or TOlatOd lO tlia chnngii In tits WOr+i COVOrod by thin Cliango Ordar. Tlie sl(lnlngor thts Change Order acknowledges full mu(ual accord aitd sailsfncllon for lha cliange and Ihal the stated tlnm ondloy cosl constlluia uiii total tiq uitable adiuslmenl OWad Iho COlll(aCIOT aa a rasull Of Ilie change. Tho Contractor lioraby relaaries and agoes to wBlVe all rl(lhts, Vil)hou!exception or resotvalliin Of finy kind wlials OtiVtiT, 10 fil(l any lunher elalm Or ioquesr ror equllablti adlustmanl of any typo, for any roasonablyfor(lstloablo C[lllg(l t(lair sliall aTlaO Oklt Ill, Or an a result 01, Ihia Clianga Omoi andloi' Its Imp.icl on Ilie romalndar of tlie Woik kin(ltlT llio Coiilracl.
Approve( i p j3 202
Aitirro
Assistant C(3y
Cmis J6ffcrs
Interiin City Manager
ic Works
7Date
Onglnal Ptolacl File
CC-' - Conkaclit
- oepanmeni
402
Date:
City of South Gate, Public Works Departinent
Change Order Breakdown
4/12/2022 Change Order No AccounUContract No.
I S O U 7 #
Contractor:
Contract Date:
NR Development Inc.
5/25/2021
Account Code
Account Code 311-790-61-9214
Plan Reference: URBAN ORCHARD PROJECT , CITY PROJECT N0. 539-PRK Item No. Description Time Extension I
Quantity Unit Unit Price Total
1 (COR IORI)
Rework of Improvements caused by
inaccurate property line location from
bulk storage area to the north property
line:
Bulletin #3R2 change - Remove Installed
forms on west side ol fire lane & north slde,
over excavate bulk storage, subgrade for
new curb locations, over excavate and creale
subgrade for new DG location.
o I LS $25,768.56 $25,768.56
2 (COR 01 6R)
Rework of Improvements caused by
inaccurate property line location from the
bulk storage area to the south property
line:
Additional cost for Bulletin #004 changes,
Including landscape/inigation deletlon, curb
survey realignment, and any line items that
will be billed once installed.
o 1 LS $2,556.62 $2,558.62
3 ' (COR 020R)
Unforeseen com.rete debris:
During rough grading operation from the
period of Januaiy 27, 2022 to Febraury 24,
2022, the contractor encountered unforeseen
concrete throughout the site. The additional
costs are associa!ed with removing broken
concrete, and asphali slabs from the site,
loadlng the pieces into the )rucks, and
disposal fees
o 1 LS $32,006.77 $32,00B.77
4 (COR# 021- RFI
28Ri)
Unforseen conditions: Additional work per
RFI 28R1, install 4 pipe boots for the
penetratlons into !he bottom ol )he wetland
not Identified on the plans.
o 'I LS $1 .453.4ei $i,453.46
5 (COR 022)
Unforseen conditions-Wetland sldewall
repairs:
SecUon of the wetland's perlmeter walls had
protrudlng pieces of asphalt and concrete,
The cost Is for additional labor and material
to add geolexttile to protect liner in the
wetland area from protniding pieces of
asphalt and concrete of the wetland
sidewalls
o 1 LS $3,255.08 $3,255.08
Time Extension 0 Total Change Order Amount $65,040.49 403
ATT ACHMENT E
Clty of South Gate, Publk. Works Deparirnint
Contract Change Order
Date. :!l.il202) Cli;ingo Oid5T I'l(l OO:' AccoimUConuact No 2t!21'a3 CC.
Conlriicior. I IR Dc. x:vpmem In: Accoiint Code
Contract C'aie: 5''51202 1 Ai:coum Code :)l '17P101."l214 Plan Ratarenca LIRBAII l')(tCl-IARD I"FIOJECr CIT( PRO.IECT (IC) 539 PRK CliangeOttlat Amount : S 97.ti55 5) Exlei".aton €11 Conirat.l J ia-'altaJltid 0 ate he{eb) dll9:le.l 10 mal:A !l!e iietg:n chffl'iges llOtii llie lilans ;il:d sretilicationg 0t do t+ii lollos.tttg des':tiaed V/aT'. (lot me ulleti 11} ll'E PLASHS a nilon fli:s co'i!iac+ Reason far Chonga COR NO 8. bll} dOCllnleTll (11:I nil mclude a Valll: si'.d D Pk:E Tequll'ad 5Y 6aal!lern CailtCttnl;+ Ed.s0n I:tciimlla0 de!17 tel the DIOltiC! COR I'lO 9 ISltil Cosi osaocizled to unlotai=en iiie condit ons dur.H gtatiin@ cppbiotti C)Rllc isisictaniinioaaseenconai;ion Alll!leCt(l":alemirC;lie)lld!lll91NITl91heb{ToTh:l!,tffllltal9(Lllfinil!(lbVnAal(In:'lng(lpel'lta:)IIS Ciescnptlon of Ctianp=: 00Q l-l!) 8 C5rial3t labor iitid materal aiid eqiiixeid nci rdenllr<ed In UhP 3:E pTeiimlraty t!eSl0ti it }lie p}aieCl the Il#mS did iiCl If)Ve a bid item 10 chat,y a(iams: COR il(l 9 - ctinss! tit unfotes=ah cohCT@ie anal as;rnait ma!aaal o's;oieied duini9 the 9tadinii ooetahtiiis. COR +'iO i3 Canal5i 01 coal! !O ittnalt ati eieetnCal OnOuli diimA;i ad di.-lilJ (lie trrdmo iit lhe sail SONCLF {l):a
Or 0l%n Ctr:ii.'! Anicunl 15.370,85300
T:ii' at p'etiious a.itiioige:l Ch;ingg :tdett. 95.313.62 41e s Cn;n 2 e Ortle Am:'int 97J55.52
;Ig.i Coiitrhr: itnrtun: S 16.(IS3.82231
i ii ii ii i ' I"IT i,
t0l'l!1% 'II al"a lllllYj
Con!rackor accepis thii tenns and condltiiins sla!ad liiiieln ;I!l lull and tliial svtllernoni oTany and all claims artsihg from Fhlii Cltange Order. theadliis}m ants tO thii CanlraCt Price nnd C afiltflel Tlni e In lhlS Changi. Order con"tltUle ihe entlta com pansation and{or adlus!m ant IMrala dua toctintr;ictOr. Includlng but not llmlted ta all dlTOat. Indlr=cl. (:ons:'Quantiilli prollt, lal+ot, oqulpmant, toois. Idla time, Ineldtlnlllj a(ld o'lethead 011(!ld ;lnhome o)llcJ costs, dua to Contractor ansing out oT IT related 10 Fife cl1ange In the WOtk covered b'i 11111' Changa ()rdet. The signing offltls ChangeOrder acknoviladg@S full m vtuiil acca(11 fliid SatlStactlon rOr t!11! (ilinng (! nnd tent fm St(ltad tl(ra andlOr Ct)ait ccin3tllute tit(! totol equitabla iidiustmenlovted tli0 COnttiiCtOr aS il result iil tlle Cliiln(le TtTt! CDnlTnCtOT liervby remitses and agraos !Cl WalVj all nghts, Vli!hOUl aXa(ipllon Or T@90rvallan Ol an}kinil whalsoavai. io nlc arll lurfheT Claim OI requasl t(IT oqulta51a adluFJinant ell an'/ tdp!!. (O( tin} tearx>nably toteseeable (.ilu!tfl tlt;it sball ntlsa out ol,eT ilS il result O I, iliis Cli anga Or'lrir IlndlOT Itg lm p :lCt (Ill itit fi!m oltitlcr 01 tlta W()Tk und eT tlte Can I(f)Ct 4pprcy=Fl 3 202:
Gladis Dsras
(lion:art Etrguteet
Arturo
1,40,
ClirisJcffers / Date
Interiin City Manager
Conltiietot IJR Develgpm;nl InC V ce o i atrlem
404
Date:
Contractor:
Contract Date:
Plan Reference:
City of 8outh Gate, Public Works Department
Change Order Breakdown
2/3/2022 Change Ordar No
NR Development Inc.
5/25/2021
I S o U 7 h
AccounUContract No. 2021-68-CC
Account Code
Account Code ar 1-790-61-9214
URBAN ORCHARD PROJECT . CITY PROJECT NO 539-PRK
Item No. Description Time Extension Quantity unit Unit Price Total 1 (COR 008)
Final Edison design additional Cost:
During the bid phase, the contractor only was
able to bid on the preliminary SCE design.
Af(sr the reward of the project, the final
design was issued to the contractor. The
Final design added a PME (VaulUSwitch) and
a new interception point
o 1
I
LS $51 ,440.41 $51 ,440.4i
2 (COR 009)
Unforeseen concrete debris:
During rough grading operation, tlte
conlrac(or encountered unforeseen concrete
throughout the site. The additional costs are
associated wlth removing broken concrete
slabs from the site, loading the pieces into
the trucks. and disposal fees.
a 1 LS $13,285.59 $13,265.5')
3 (CORO13)
Blllboard electrical conduit repair:
During lhe grinding of ihe asphalt service
road, the contractor encountered an
underground electrical conduit that feeds
both the north and south billboard signs. The
condults were not identlfied on the plans,
causing this to be an unforeseen item that
needed to be repaired to keep the billboard
elet.trical up and running.
o 1 LS $32,949.52 !>32,949.52
Time Extension 0 Total Change Order Amount $97,655.52 /4 405
ATT ACHMENT F
City of Soutl'i Gate, Public Works Department
Contract Change Order
Date: lttl512021 CliangsOrtleiNo DOI AccohinUConftaclNo. 2021-66-CC Contractor: NR Development Inc. Accotint Code
ContractDate: 5/25/2021 AccciuntCode 311-790'61-9214 Plan Reference: LIRBAN ORCI-IAR € PRO.JECT, CITY PROJECT !110 539-PF!K ChangeOrderAmount: S 95.3t3.82 E:<kensioi'iofCoi'itracl.i[watranked Oviotkingdays Raason for Change: Tiie project plans did not not include rebar and associa!ed material to consl+ucl at)OVel gfade liglil s(andaid iOOlilXlS. Conlractor's originally bid per Sheet L030 delaii #9 l'lTllT 110 rebar.
Description of Change: Addilional cosls asisociated viillt ihe change m llte Foolmg design for 11re light slandards per RFI #22-2i'id Response.
Oiiginal Conlracl Arnounl
T OIFII of prsvious aulhorized Change Olad(iTS
14ew Change OrrJsr Amounl
iilew Conlrac! Amount
St 5,B70,853.00
SO
!>95,313.82
ti 5,9[i6,i 66.82
Tlie Changes doscribad above are liereby autl'iorized.
Original - Project File
CC: - Contractor
- Dsparlmenl
Danielle Bagdanoj6Fi
Conlraclor NR DeveJiinenl Inc Vice Presidenl
By Aullio+i;=i.d Agent
Raliert Godfrey
Canglrucllon Manager
i5 406
City of South Gate, Public Works Department
Change Order Breakdown
q S O U 7 h
Date:
Contractor:
Contract Date:
Plan Reference:
11/15/2021 ChangeOrderNo
NR Development Inc.
AccounUContract No.
Account Code
5/25/2021 Mcount Code
URBAN ORCHARD PROJECT , CITY PROJECT N0. 539-PRK
2021-66-CC
31 *-zgo-si-g:*a
Item No. Description
Time
Extension Quantity Unit Unit Price Total
1 (COR IORI)
Unforseen Condition- Additional costs associated
with the change In the footing design far the light standards per RFI #22-2nd Response.
o 1 LS $95,313.82 $95,31 3.82
Time Extension Total Change Order Amount $95,313.82 407
NR Development, Inc. lpsoitcr: Urban Orchard Project PRK.839
Description: COR #007R2 Light standard caisson changes per RFI #22-2nd Response Remade
ADdada.iatiro'pnfa'loc'osolfswasosrokcliaNtead"waf:he!he change in the footing design for the 11ght standards per RFI #22-2nd Response. NR Prime Contractor : NR Development, Inc. 'i *izr:mr
Narek Nadzharyan Gladis Deras
City of South Gate