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Nonprofiteer
← EASTERSEALS NORTHERN CALIFORNIA

Form 990 for tax year 2022

Filed by EASTERSEALS NORTHERN CALIFORNIA.

Totals

Total revenue
$14,615,321
Total expenses
$13,383,558
Contributions and grants received
$2,471,596
Grants paid
$0
Program service revenue
$12,023,261
Investment income
$120,464
Other revenue
$0
Total assets, end of year
$3,116,538
Total liabilities, end of year
$7,866,543
Net assets or fund balances, end of year
-$4,750,005
Program services expenses (Part IX)
$13,383,558
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$13,383,558

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)

    $481,774

  • 1f · All other contributions, gifts and grants

    $489,822

  • 2a · Program service revenue: HEALTH CARE SERVICE

    total $8,715,969 · related or exempt $8,715,969

  • 2b · Program service revenue: EARLY INTERVENTION

    total $2,472,446 · related or exempt $2,472,446

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

    total $822,227 · related or exempt $822,227

  • 2d · Program service revenue: OTHERS (RESPITE)

    total $12,619 · related or exempt $12,619

  • 3 · Investment income

    total $113,313 · excluded $113,313

  • 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 $58,142

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

    securities $50,991

  • 7c · Gain or loss

    securities $7,151

  • 7d · Net gain or loss

    total $7,151 · excluded $7,151

  • 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 $8,926,475 · program services $8,926,475

  • 8 · Pension plan contributions

    total $101,970 · program services $101,970

  • 9 · Other employee benefits

    total $1,224,161 · program services $1,224,161

  • 10 · Payroll taxes

    total $716,194 · program services $716,194

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $28,364 · program services $28,364

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $8,152 · program services $8,152

  • 11g · Fees: other

    total $31,040 · program services $31,040

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $17,570 · program services $17,570

  • 14 · Information technology

    total $427,861 · program services $427,861

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $295,177 · program services $295,177

  • 17 · Travel

    total $136,736 · program services $136,736

  • 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 $174,064 · program services $174,064

  • 23 · Insurance

    total $76,543 · program services $76,543

  • 24a · Other expenses: PROGRAM OPERATING COSTS

    total $72,918 · program services $72,918

  • 24b · Other expenses: LICENSES AND FEES

    total $58,805 · program services $58,805

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

    total $1,072,001 · program services $1,072,001

  • 24d · Other expenses: STAFF TRAINING & DEVELOPMENT

    total $13,755 · program services $13,755

  • 24e · All other expenses

    total $1,772 · program services $1,772

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $594,820 · end of year $91,333

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $34,200 · end of year $22,833

  • 4 · Accounts receivable

    beginning of year $288,965 · end of year $401,874

  • 5 · Loans and receivables from officers and key people

    beginning of year $3,713 · 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 $0

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

    $282,879

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

    $187,816

  • 10c · Land, buildings and equipment, net

    beginning of year $48,693 · end of year $95,063

  • 11 · Investments: publicly traded securities

    beginning of year $2,963,482 · end of year $2,505,435

  • 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 $875,157 · end of year $1,440,141

  • 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 $8,511,480 · end of year $6,426,402

  • 27 · Net assets without donor restrictions

    beginning of year -$5,581,810 · end of year -$4,970,687

  • 28 · Net assets with donor restrictions

    beginning of year $129,046 · end of year $220,682

Mission and programs · 2022

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

  • Autism Services: In 2022, our Autism (ABA) program served more than 850 children and families per month, on average, and we began offering in-person services again when it is deemed medically necessary. Our ABA program offers Parent-Led ABA, individual and group ABA, and Social Skills Groups. Parent-Led ABA (Applied Behavior Analysis) is a methodology that targets intensive parent engagement and implementation for a determined period of time, followed by a less intensive maintenance period. Just like 1:1 ABA, Parent-Led ABA is overseen by highly trained experts in ABA and a Clinical Manager/BCBA (Board Certified Behavior Analyst); this supervision team ensures that goals are achievable, conducts ongoing reassessments, provides guidance and support to the parent and reports progress to the funding source. The goal of Parent-Led ABA is to give parents the tools to support and teach their child using basic ABA skills. By eliminating the need for scheduled sessions with an outside practitioner, families have more flexibility to engage in everyday activities. Parents are encouraged to set aside time to work directly with their child, however, the goals can also be targeted across everyday routines and activities since the parent is already familiar with the child's goals. Our 1:1 and group ABA services focus on meaningful changes in behavior through the analysis, design, implementation and evaluation of social and other environmental modifications. Applied Behavior Analysis will help an individual in many ways - increase skills in communication, social interactions, and self-reliance; improve ability to focus on tasks with instruction; increase motivation to perform; and decrease problem behaviors, such as self-injury or outbursts. We offer center-based and in-home ABA services and our services can be provided at a clinic, in a client's home or in the community depending on the needs of the client. We use a formal assessment methodology to guide the development of a client's behavior program. This assessment occurs before treatment begins and is ongoing throughout the client's program to determine treatment effectiveness and whether the client's goals are being met. Clients receive an individualized treatment plan developed by our Licensed Behavior Analysts. The treatment plan is based off the initial ABA assessment and ongoing reassessments throughout the term of the plan. Data on a client's skill acquisition and behavior is recorded and analyzed regularly. The goal is to help clients work on skills that will help them become more independent and live a happy and fulfilling life. Our Social Skills Groups focus on teaching and reinforcing social skills development through structured social skill-building activities. Skills are grouped by age (i.e., 0-4, 5-12, etc.) and the group sessions teach and reinforce skills like dealing with feelings, friendship making skills, alternatives to aggression, planning skills, self-regulation, etc.

    Expenses $9,731,969 · Revenue $8,715,969

  • Early Intervention (EI): In 2022, our Early Intervention (EI) program served 500 children and families per month, on average, and we expanded our Early Start Training Program (ESTP) to the Golden Gate Regional Center (GGRC) catchment area which has increased referrals by 400% in that area in just 5 months! Our ESTP educates families and members of the community, in both English and Spanish, about our organization and the Early Start services we provide clients and families. Our target audiences include, but are not limited to teachers, daycares, other non-profits in the community, parents and providers in the San Francisco County and GGRC catchment area. We provide educational materials and a presentation that reviews age-appropriate milestones, identifies red flags, and how to navigate the referral process when a child is not directly referred by their primary care or mental health provider. Our EI program offers a comprehensive, research-based program for children from birth to 5 years of age who are diagnosed with a developmental delay or who may be considered at risk of delay. We use a routine-based and family-guided intervention model to structure and guide our pedagogy and overall philosophy. We believe parents and families are the most essential component of a child's life and development and we therefore work alongside the family to provide individualized treatment to our clients as a team. Our program is individualized to meet the unique needs of each child and family using advanced research and evidence-based developmental practices to provide a high quality level of intervention. The program addresses the child's overall development, including receptive and expressive language, cognitive, fine and gross motor, social-emotional, self-help skills, and family goals. The Early Interventionists collaborate with parents and Regional Center staff to address the child's unique developmental needs and create an individualized plan to meet their objectives. Based on individual assessments, children enrolled in the program may be eligible for services including home-based intervention, social play groups, parent education and coaching, and collaborative consultation with schools, childcare agencies, clinics and other service providers. Developmental assessments and monitoring are ongoing throughout the program. Every six months, a progress report is submitted to the Regional Center to track the child's progress in therapy. The frequency and types of services a child receives are based on the child's and family's needs. Services are provided in the child's natural environment, including the child's home or in the community. The goal of our EI program is to support parents and families in the development of a rich, nurturing environment as well as the development of dyadic relationships between child and parent/caregiver.

    Expenses $2,374,302 · Revenue $2,472,446

  • Kaleidoscope Community Adult Program: In 2022, our Adult program served 39 adults and families. We offer services at two locations in Northern California - Dublin and Walnut Creek. Our services help adults integrate into the community and include employment readiness and development, independent living skills, community inclusion, socialization and many other beneficial activities. Participants work with Life Skills Coaches who help them pursue interests by helping them define their goals and become as independent as possible. Interest-based programming offered include Community Access, Recreation & Leisure, Physical Fitness, Pre-Employment, Volunteering, and Life Skills. For many adults with a disability, finding a job is a critical first step toward self-determination and financial independence. Through Kaleidoscope's employment planning services, coaches help participants with career exploration and development, employment opportunities within their communities, and skills, education & training needed to meet employment goals. The program aims to increase our participants' ability to care for themselves, self-advocate, improve the quality of life for themselves and their families, reach their employment goals, gain greater integration into their community and achieve more independence in their lives.

    Expenses $1,167,406 · Revenue $822,227

  • Respite Program (description on sch O)

    Expenses $109,881 · Revenue $12,619

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Andrea Pettiford

    Secretary & CEO

    Total calculated
    $399,058
    From this org
    $0
    From related orgs
    $380,312
    Other
    $18,746
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    not reported + $315,625 related
    Bonus
    not reported + $64,000 related
    Other
    not reported + $687 related
    Deferred
    not reported + $7,875 related
    Nontaxable benefits
    not reported + $10,871 related
    Filer's total
    not reported + $399,058 related

  • Kalina Hatzell

    Regional Director

    Total calculated
    $156,012
    From this org
    $133,509
    From related orgs
    $0
    Other
    $22,503
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $132,505
    Bonus
    $675
    Other
    $329
    Deferred
    $4,010
    Nontaxable benefits
    $18,493
    Filer's total
    $156,012

  • Christine Gomez

    Director, Early Intervention

    Total calculated
    $145,362
    From this org
    $126,506
    From related orgs
    $0
    Other
    $18,856
    Hours/week
    40

  • Angela Button

    Regional Director

    Total calculated
    $140,135
    From this org
    $134,817
    From related orgs
    $0
    Other
    $5,318
    Hours/week
    40

  • Melanie Hamilton

    Autism Services Specialist

    Total calculated
    $109,231
    From this org
    $107,617
    From related orgs
    $0
    Other
    $1,614
    Hours/week
    40

  • Sheldon Orloff

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Kim Donellan

    VICE CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • David Durham

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Matthew Peake

    Treasurer

    Total calculated
    $0
    Hours/week
    1

  • Frances Allen

    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.

  • The BHPN

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

    Directly controlled by NA

  • Xolv Technology Solutions

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

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2022
Filed
15 May 2023
IRS schema version
2022v5.0
Source object
202321749349300527

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