Totals
- Total revenue
- $8,552,717
- Total expenses
- $8,999,982
- Contributions and grants received
- $2,469,088
- Grants paid
- $0
- Program service revenue
- $5,777,690
- Investment income
- $350,311
- Other revenue
- -$44,372
- Total assets, end of year
- $21,279,338
- Total liabilities, end of year
- $1,687,318
- Net assets or fund balances, end of year
- $19,592,020
- Program services expenses (Part IX)
- $6,885,297
- Management and general expenses
- $1,156,319
- Fundraising expenses
- $958,366
- Program service expenses (Part III)
- $6,885,297
Program services were 76.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$484,265
-
1f · All other contributions, gifts and grants
$1,984,823
-
1g · Noncash contributions included above
$106,530
-
2a · Program service revenue: GOVERNMENT ASSISTANCE
total $5,751,025 · related or exempt $5,751,025
-
2b · Program service revenue: PROGRAM SERVICE FEES
total $26,665 · related or exempt $26,665
-
3 · Investment income
total $334,354 · excluded $334,354
-
6a · Gross rents
real property $113,500
-
6b · Less rental expenses
real property $25,901
-
6c · Rental income or loss
real property $87,599
-
6d · Net rental income or loss
total $87,599 · unrelated business $87,599
-
7a · Gross sales of assets other than inventory
securities $3,659,552
-
7b · Less cost or other basis and sales expenses
securities $3,643,595
-
7c · Gain or loss
securities $15,957
-
7d · Net gain or loss
total $15,957 · excluded $15,957
-
8a · Fundraising events: gross income
$32,780
-
8a · Fundraising events: contributions included on line 1c
$484,265
-
8b · Fundraising events: direct expenses
$164,751
-
8c · Net income from fundraising events
total -$131,971 · excluded -$131,971
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $217,222 · management and general $108,611 · fundraising $108,611
-
7 · Other salaries and wages
total $5,653,707 · program services $4,968,209 · management and general $248,484 · fundraising $437,014
-
9 · Other employee benefits
total $1,015,227 · program services $842,853 · management and general $84,215 · fundraising $88,159
-
10 · Payroll taxes
total $439,734 · program services $365,198 · management and general $36,366 · fundraising $38,170
-
11b · Fees: legal
total $32,363 · management and general $32,363
-
11c · Fees: accounting
total $28,225 · management and general $28,225
-
11f · Fees: investment management
total $71,627 · management and general $71,627
-
11g · Fees: other
total $314,560 · program services $135,183 · management and general $101,584 · fundraising $77,793
-
12 · Advertising and promotion
total $44,272 · program services $20,670 · management and general $6,211 · fundraising $17,391
-
13 · Office expenses
total $284,907 · program services $173,631 · management and general $72,321 · fundraising $38,955
-
14 · Information technology
total $312,323 · program services $84,248 · management and general $150,812 · fundraising $77,263
-
16 · Occupancy
total $268,104 · program services $144,525 · management and general $82,423 · fundraising $41,156
-
17 · Travel
total $59,095 · program services $27,590 · management and general $8,291 · fundraising $23,214
-
19 · Conferences, conventions and meetings
total $44,964 · program services $40,370 · management and general $4,165 · fundraising $429
-
20 · Interest
total $30,637 · management and general $30,637
-
22 · Depreciation, depletion and amortization
total $101,281 · program services $82,820 · management and general $8,250 · fundraising $10,211
-
23 · Insurance
total $81,734 · management and general $81,734
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,219,068 · end of year $2,761,983
-
3 · Pledges and grants receivable
beginning of year $2,362,710 · end of year $239,929
-
4 · Accounts receivable
beginning of year $1,062,483 · end of year $2,601,402
-
9 · Prepaid expenses and deferred charges
beginning of year $77,570 · end of year $61,786
-
10a · Land, buildings and equipment: cost or other basis
$2,987,511
-
10b · Land, buildings and equipment: accumulated depreciation
$713,696
-
10c · Land, buildings and equipment, net
beginning of year $2,339,821 · end of year $2,273,815
-
11 · Investments: publicly traded securities
beginning of year $12,871,194 · end of year $13,215,030
-
15 · Other assets
beginning of year $0 · end of year $125,393
-
17 · Accounts payable and accrued expenses
beginning of year $744,129 · end of year $546,912
-
23 · Secured mortgages and notes payable
beginning of year $1,000,000 · end of year $1,000,000
-
25 · Other liabilities
beginning of year $12,162 · end of year $140,406
-
27 · Net assets without donor restrictions
beginning of year $11,863,458 · end of year $12,718,112
-
28 · Net assets with donor restrictions
beginning of year $7,313,097 · end of year $6,873,908
Mission and programs · 2022
Mission
CALM'S MISSION IS TO PREVENT CHILDHOOD TRAUMA, HEAL CHILDREN AND FAMILIES, AND BUILD RESILIENT COMMUNITIES THROUGHOUT SANTA BARBARA COUNTY.
-
GREAT BEGINNINGS: EARLY CHILDHOOD PREVENTION & INTERVENTIONTHE GREAT BEGINNINGS DEPARTMENT SERVES FAMILIES AND CAREGIVERS WITH CHILDREN PRENATALLY THROUGH AGE NINE. PROGRAMS OFFER A CONTINUUM OF SERVICES INCLUDING PREVENTION, EARLY INTERVENTION, AND TREATMENT. SERVICES ARE DELIVERED IN THE HOME, COMMUNITY SETTING OR CALM CLINIC. PROGRAM SERVICES SUPPORT CAREGIVER MENTAL HEALTH, ENHANCE HEALTHY ATTACHMENT, INCREASE POSITIVE PARENTING, AND REDUCE THE IMPACT OF TOXIC STRESS. THE GOALS OF THE DEPARTMENT ARE INCREASED PARENTING SKILLS, STRENGTHENED ATTACHMENT BETWEEN CAREGIVERS AND CHILDREN, EARLY IDENTIFICATION AND INTERVENTION OF SOCIAL-EMOTIONAL OR BEHAVIORAL HEALTH CHALLENGES, AND REDUCED CHILD ABUSE AND NEGLECT. FOR THE FISCAL YEAR ENDED JUNE 30, 2023, THE GREAT BEGINNINGS DEPARTMENT PROVIDED 993 CLIENTS WITH 8,905 SERVICES.
Expenses $2,353,476 · Revenue $1,964,414
-
COMMUNITY STRENGTHENING COLLABORATIONSTHE COMMUNITY STRENGTHENING COLLABORATIONS DEPARTMENT PROVIDES EDUCATION, PREVENTION, AND TREATMENT TO CHILDREN, FAMILIES, AND COMMUNITY PROFESSIONALS. BY EMBEDDING SERVICES IN NATURAL SETTINGS WHERE CHILDREN LEARN AND GROW, CALM PARTNERS WITH ORGANIZATIONS AND SYSTEMS TO INCREASE ACCESS TO MENTAL HEALTH SERVICES, OVERCOME STIGMA, AND BUILD TRAUMA-INFORMED COMMUNITIES. FOR THE FISCAL YEAR ENDED JUNE 30, 2023, THE COMMUNITY STRENGTHENING COLLABORATIONS DEPARTMENT REACHED OVER 6,000 CHILDREN, TEACHERS, ADMINISTRATORS AND PARENTS IN PRESCHOOLS, ELEMENTARY SCHOOLS, AND PEDIATRIC SETTINGS.
Expenses $1,611,840 · Revenue $1,444,423
-
INTENSIVE FAMILY SERVICESTHE INTENSIVE FAMILY SERVICES DEPARTMENT PROVIDES SERVICES TO CHILDREN AND FAMILIES WHO REQUIRE COMPREHENSIVE AND INTENSIVE SUPPORT TO ACHIEVE STABILITY. FAMILIES SERVED FREQUENTLY HAVE EXPERIENCED COMPLEX TRAUMA, INCLUDING MULTIGENERATIONAL HISTORIES OF TRAUMA, PARENTAL HISTORIES OF SUBSTANCE ABUSE, AND INVOLVEMENT WITH THE CRIMINAL JUSTICE OR CHILD WELFARE SYSTEM. SERVICES ARE TAILORED TO THE NEEDS OF THE FAMILY AND MAY BE PROVIDED IN THE HOME OR COMMUNITY. THE DELIVERY OF SERVICES MAY BE MORE FREQUENT AND INTENSIVE THAN TRADITIONAL OUTPATIENT TREATMENT. ALL PROGRAMS ARE SERVED BY REFERRALS OF THE DEPARTMENT OF BEHAVIORAL WELLNESS OR THE DEPARTMENT OF SOCIAL SERVICES. THE DEPARTMENT GOAL IS TO STABILIZE SYSTEMS-INVOLVED FAMILIES AND CAREGIVERS. FOR THE FISCAL YEAR ENDED JUNE 30, 2023, THE INTENSIVE FAMILY SERVICES DEPARTMENT PROVIDED 707 CLIENTS WITH 7,316 SERVICES.
Expenses $1,834,102 · Revenue $1,386,646
-
CHILDHOOD TRAUMA TREATMENTTHE CHILDHOOD TRAUMA TREATMENT DEPARTMENT FOCUSES ON FACILITATING RECOVERY FOR CHILDREN AND FAMILIES WHO HAVE BEEN EXPOSED TO ABUSE, NEGLECT, OR VIOLENCE WITHIN THEIR FAMILY OR COMMUNITY. PROGRAMS PROVIDE INDIVIDUAL AND FAMILY TREATMENT TO FOSTER CHILDREN'S RESILIENCE AND RECOVERY FROM ADVERSE EXPERIENCES. THE DEPARTMENT GOAL IS TO MITIGATE THE IMPACT OF TRAUMA ON CHILDREN AND FAMILIES. FOR THE FISCAL YEAR ENDED JUNE 30, 2023, THE CHILDHOOD TRAUMA TREATMENT DEPARTMENT PROVIDED 223 CLIENTS WITH 3,846 SERVICES.
Expenses $1,085,879 · Revenue $982,207
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Caroline PowersCAROLINE POWERS
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Andrew FitzgeraldANDREW FITZGERALD
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Sam EllisSAM ELLIS
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Luz Reyes MartinLUZ REYES MARTIN
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Jon ClarkJON CLARK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Roberta CollierROBERTA COLLIER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Sandra CopleySANDRA COPLEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Michele CuttlerMICHELE CUTTLER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Analise MaggioANALISE MAGGIO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Candice MongeCANDICE MONGE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Glenn MorrisGLENN MORRIS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Karen OrtizKAREN ORTIZ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Ismael Paredes UlloaISMAEL PAREDES ULLOA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Daalia RefaatDAALIA REFAAT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Gisela RodriguezGISELA RODRIGUEZ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jenna RogersJENNA ROGERS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Patrice RyanPATRICE RYAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Janis SalinJANIS SALIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Marc SchneiderMARC SCHNEIDER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Frann WageneckFRANN WAGENECK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Richard YaoRICHARD YAO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Zohar ZivZOHAR ZIV
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Alana WalczakALANA WALCZAK
PRESIDENT & CEO
- Total calculated
- $255,554
- From this org
- $229,434
- From related orgs
- $0
- Other
- $26,120
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $229,434
- Bonus
- $0
- Other
- $0
- Deferred
- $8,449
- Nontaxable benefits
- $17,671
- Filer's total
- $255,554
-
Adolfo GarciaADOLFO GARCIA
CHIEF OPERATING OFFICER
- Total calculated
- $163,925
- From this org
- $143,812
- From related orgs
- $0
- Other
- $20,113
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $143,812
- Bonus
- $0
- Other
- $0
- Deferred
- $5,041
- Nontaxable benefits
- $15,072
- Filer's total
- $163,925
-
Ashlyn McCagueASHLYN MCCAGUE
DIRECTOR OF DEVELOPMENT
- Total calculated
- $130,217
- From this org
- $119,217
- From related orgs
- $0
- Other
- $11,000
- Hours/week
- 40
-
Andrea GleysteenANDREA GLEYSTEEN
DIRECTOR OF HUMAN RESOURCES
- Total calculated
- $129,729
- From this org
- $106,594
- From related orgs
- $0
- Other
- $23,135
- Hours/week
- 33
-
Yvonne NelsonYVONNE NELSON
SENIOR MANAGER
- Total calculated
- $122,680
- From this org
- $110,680
- From related orgs
- $0
- Other
- $12,000
- Hours/week
- 40
-
Gabriela Hanson-LopezGABRIELA HANSON-LOPEZ
SENIOR MANAGER
- Total calculated
- $114,150
- From this org
- $104,436
- From related orgs
- $0
- Other
- $9,714
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 3
- A HUMAN RESOURCES WORKGROUP IS FORMED TO GATHER FEEDBACK FROM THE ORGANIZATION'S BOARD AND STAFF, COMPILE A BENCHMARK USING LOCAL AND NATIONAL SALARY AND BENEFITS DATA, AND CONSIDER THE INTEGRATION OF THE CHIEF EXECUTIVE OFFICER'S COMPENSATION PACKAGE IN RELATION TO THE ANNUAL BUDGETARY CONSTRAINTS. THE WORKGROUP COMPILES ITS FINDINGS AND PRESENTS THEM TO THE BOARD ALONG WITH A RECOMMENDATION FOR VOTE.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 28 February 2024
- IRS schema version
- 2022v5.0
- Source object
- 202420679349302002
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