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Nonprofiteer
← EASTERSEALS NORTHERN CALIFORNIA

Form 990 for tax year 2023

Filed by EASTERSEALS NORTHERN CALIFORNIA.

Totals

Total revenue
$22,096,168
Total expenses
$19,335,272
Contributions and grants received
$3,857,488
Grants paid
$0
Program service revenue
$18,072,814
Investment income
$165,866
Other revenue
$0
Total assets, end of year
$3,775,221
Total liabilities, end of year
$5,594,045
Net assets or fund balances, end of year
-$1,818,824
Program services expenses (Part IX)
$19,335,272
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$19,335,272

Program services were 100.0% 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.

  • 1d · Related organizations

    $1,500,000

  • 1e · Government grants (contributions)

    $952,862

  • 1f · All other contributions, gifts and grants

    $1,404,626

  • 1g · Noncash contributions included above

    $1,501

  • 2a · Program service revenue: HEALTH CARE SERVICE

    total $14,008,995 · related or exempt $14,008,995

  • 2b · Program service revenue: EARLY INTERVENTION

    total $2,989,099 · related or exempt $2,989,099

  • 2c · Program service revenue: ADULT & OTHER HEALTH CARE

    total $1,074,720 · related or exempt $1,074,720

  • 3 · Investment income

    total $184,294 · excluded $184,294

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7a · Gross sales of assets other than inventory

    securities $260,285

  • 7b · Less cost or other basis and sales expenses

    securities $278,713

  • 7c · Gain or loss

    securities -$18,428

  • 7d · Net gain or loss

    total -$18,428 · excluded -$18,428

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $0

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $13,429,750 · program services $13,429,750

  • 8 · Pension plan contributions

    total $157,047 · program services $157,047

  • 9 · Other employee benefits

    total $1,738,707 · program services $1,738,707

  • 10 · Payroll taxes

    total $1,029,794 · program services $1,029,794

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $0

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $5,343 · program services $5,343

  • 11g · Fees: other

    total $20,003 · program services $20,003

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $29,734 · program services $29,734

  • 14 · Information technology

    total $469,148 · program services $469,148

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $352,921 · program services $352,921

  • 17 · Travel

    total $30,474 · program services $30,474

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $38,937 · program services $38,937

  • 23 · Insurance

    total $74,804 · program services $74,804

  • 24a · Other expenses: PROGRAM SERVICE FEES

    total $295,061 · program services $295,061

  • 24b · Other expenses: LICENSES AND FEES

    total $53,609 · program services $53,609

  • 24c · Other expenses: INTERCO IT & ADMIN SUPPORT

    total $1,564,943 · program services $1,564,943

  • 24d · Other expenses: STAFF TRAINING & DEVELOPMENT

    total $41,688 · program services $41,688

  • 24e · All other expenses

    total $3,309 · program services $3,309

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $91,333 · end of year $318,295

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $22,833 · end of year $248,401

  • 4 · Accounts receivable

    beginning of year $401,874 · end of year $410,648

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0 · end of year $1,320

  • 10a · Land, buildings and equipment: cost or other basis

    $282,879

  • 10b · Land, buildings and equipment: accumulated depreciation

    $226,753

  • 10c · Land, buildings and equipment, net

    beginning of year $95,063 · end of year $56,126

  • 11 · Investments: publicly traded securities

    beginning of year $2,505,435 · end of year $2,740,431

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,440,141 · end of year $40,607

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $6,426,402 · end of year $5,553,438

  • 27 · Net assets without donor restrictions

    beginning of year -$4,970,687 · end of year -$2,023,657

  • 28 · Net assets with donor restrictions

    beginning of year $220,682 · end of year $204,833

Mission and programs · 2023

Mission

Easterseals Northern California (ESNorCal) is creating a more equitable world so people with developmental disabilities can choose their path. We do this by reimagining how care and support can be better connected to fill gaps in human services across an individual's lifespan.

Activities or mission (Part I)

See schedule O

  • Behavioral Health: In 2023, we continued to grow our Parent-Led Applied Behavioral Analysis (ABA) offerings for families using the options of telehealth, a hybrid model, and traditional in-person services. Based in our desire to increase availability of a modality that decreases parental stress and increases efficacy, we set out to grow our Parent-Led Applied Behavior Analysis (ABA) service line, which saw a growth of 40% in participating families, empowering them to provide ABA techniques anywhere and at any time. Our Group ABA and Social Skills Groups continued to provide our clients under 18 with opportunities to expand their social and cognitive skills with peers, relying on the practice of self-designated goals and shared interests. By increasing our offerings to include Chat for children under age 6 and Compass-Behavioral for youth-aged clients, we were able to support 80 individuals and families in their unique goals in these two newly launched services. Our comprehensive Caregiver Coaching model similarly gives parents and caregivers the one-to-one education from a high-level practitioner to focus on specific ABA strategies to feel more comfortable working with their children at home to reach target skills. Our new Connect program allows parents and caregivers of loved ones with PIMD to learn how to teach their loved one new skills while connecting to their needs and wants -- under the tutelage of a clinician. Our Respite Services deliver in-person care for children and adults with intellectual and developmental disabilities (IDD) so parents and caregivers can take much-needed breaks to prevent burnout, while our Respite Associates provide hours of socialization and connection to our participants each week.

    Expenses $14,448,623 · Revenue $14,008,995

  • Early Intervention (EI): Easterseals Northern California's Early Intervention (EI) program served over 1,400 families in 2023, ensuring children could close developmental gaps through individualized treatment plans that address delays in overall development, motor skills and language. Early Interventionists helped support families through education and coaching, consultation with schools, childcare agencies and other service providers. Our EI programs serve children from birth to age 5 through our continued partnership with the various Regional Centers in Northern California. Our EI program in Lake County has continued offering its Infant Massage Training program to help parents and caregivers bond with their babies. Additional programming that continued and expanded in 2023 was our Learning Focus Groups, presently available in 9 Northern California counties. These 30-minute sessions, currently being provided virtually, include gross and fine motor skill development techniques, art and sensory activities, modeling for parents and caregivers, expressive and receptive language skills development, with a focus on important practices such as sharing, handwashing and toileting. Parents and caregivers have a safe, judgment-free space to connect and discover new parenting techniques. One of our greatest achievements in 2023 was the expansion of our EI program north into Mendocino, Humboldt, and Shasta counties. Recognizing delays early, being able to obtain an assessment, and moving children quickly into treatment is essential to helping them catch up during critical stages of development, and seeing how our services were positively impacting children and families in the regions we had previously been serving inspired us to expand farther north and provide more families with access to developmental support. Our goal for 2025 is to continue to grow our in-person programming to more rural and underserved families all the way to the Oregon border.

    Expenses $3,191,629 · Revenue $2,989,099

  • Kaleidoscope Community Adult Program: In 2023, our Kaleidoscope Community Adult Program (KCAP), which supports individuals ages 18 and up with intellectual and developmental disabilities, continued providing its community-based programming in Dublin and Walnut Creek, focusing on community integration, socialization, skills development, and connection-building amongst the participants with a fun, educational and creative curriculum. During this time, Kaleidoscope grew to 47 participants - the largest number of participants in the program's history - while 3 participants transitioned out of the program. In 2023, Kaleidoscope provided more than 50,000 hours of service, and hosted weekly visits across the San Francisco Bay Area to engage in various activities like dining at restaurants and golfing, visiting museums, hiking in local state parks, volunteering with other nonprofit organizations, taking unique classes like survival skills and American Sign Language, and following through on wellbeing initiatives including yoga, walking and daily journaling. Critical programs like Kaleidoscope offer participants opportunities for socialization and community integration, pre-employment training, leisure and recreation, and training for independent life skills including home and personal hygiene, money management, transportation, safety and self-advocacy.

    Expenses $1,695,020 · Revenue $1,074,720

  • Respite Program (description on sch O)

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Andrea Pettiford

    Secretary & CEO

    Total calculated
    $473,132
    From this org
    $0
    From related orgs
    $448,565
    Other
    $24,567
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    not reported + $351,875 related
    Bonus
    not reported + $96,240 related
    Other
    not reported + $450 related
    Deferred
    not reported + $22,500 related
    Nontaxable benefits
    not reported + $2,067 related
    Filer's total
    not reported + $473,132 related

  • Monica Patrie

    Vice President

    Total calculated
    $231,649
    From this org
    $0
    From related orgs
    $220,627
    Other
    $11,022
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    not reported + $205,667 related
    Bonus
    not reported + $13,573 related
    Other
    not reported + $1,387 related
    Deferred
    not reported + $11,022 related
    Nontaxable benefits
    not reported
    Filer's total
    not reported + $231,649 related

  • Kalina Hatzell

    Regional Director

    Total calculated
    $178,341
    From this org
    $147,128
    From related orgs
    $0
    Other
    $31,213
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $140,957
    Bonus
    $6,072
    Other
    $99
    Deferred
    $18,379
    Nontaxable benefits
    $12,834
    Filer's total
    $178,341

  • Angela Button

    Regional Director

    Total calculated
    $167,067
    From this org
    $146,737
    From related orgs
    $0
    Other
    $20,330
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $139,844
    Bonus
    $5,596
    Other
    $1,297
    Deferred
    $20,000
    Nontaxable benefits
    $330
    Filer's total
    $167,067

  • Christine Gomez

    Director, Early Intervention

    Total calculated
    $153,820
    From this org
    $142,505
    From related orgs
    $0
    Other
    $11,315
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $136,960
    Bonus
    $5,440
    Other
    $105
    Deferred
    not reported
    Nontaxable benefits
    $11,315
    Filer's total
    $153,820

  • Christina Takei

    Clinical Manager

    Total calculated
    $123,381
    From this org
    $117,040
    From related orgs
    $0
    Other
    $6,341
    Hours/week
    40

  • Melanie Hamilton

    Autism Services Specialist

    Total calculated
    $122,532
    From this org
    $118,965
    From related orgs
    $0
    Other
    $3,567
    Hours/week
    40

  • Sheldon Orloff

    Ex-Officio

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Kim Donellan

    Chairman

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • David Durham

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Matthew Peake

    Vice-Chair

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Frances Allen

    Director

    Total calculated
    $0
    Hours/week
    1

  • Patrick Oh

    Treasurer

    Total calculated
    $0
    Hours/week
    1

  • Fran Olson

    Director

    Total calculated
    $0
    Hours/week
    1

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

  • 3 · Compensation committee
  • 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

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.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • Xolv Technology Solutions Inc

    C Corp · Tech Solutions · CA · 0% owned · share of income $0 · share of assets $0

    Directly controlled by Catalight

Provenance

Return type
form_990
Tax year
2023
Filed
15 May 2024
IRS schema version
2023v5.0
Source object
202411589349301306

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