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Nonprofiteer
← FAMILY GUIDANCE INSTITUTE

Form 990 for tax year 2022

Filed by FAMILY GUIDANCE INSTITUTE.

Totals

Total revenue
$2,207,616
Total expenses
$1,210,055
Contributions and grants received
$1,028,766
Grants paid
$0
Program service revenue
$1,048,644
Investment income
$130,033
Other revenue
$173
Total assets, end of year
$9,041,052
Total liabilities, end of year
$75,073
Net assets or fund balances, end of year
$8,965,979
Program services expenses (Part IX)
$1,210,055
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$1,210,055

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JANIA ARNOLDI

    CEO (FROM 3/2023)

    Total calculated
    $292,543
    From this org
    $0
    From related orgs
    $256,918
    Other
    $35,625
    Hours/week
    1 + 42 related

    Schedule J breakdown matched by us

    Base
    not reported + $214,192 related
    Bonus
    not reported + $11,000 related
    Other
    not reported + $31,726 related
    Deferred
    not reported + $10,365 related
    Nontaxable benefits
    not reported + $25,260 related
    Filer's total
    not reported + $292,543 related

  • JOSEPH CARRICA III

    CEO (TO 3/2023)

    Total calculated
    $243,051
    From this org
    $0
    From related orgs
    $199,964
    Other
    $43,087
    Hours/week
    1 + 42 related

    Schedule J breakdown matched by us

    Base
    not reported + $190,972 related
    Bonus
    not reported + $2,250 related
    Other
    not reported + $6,742 related
    Deferred
    not reported + $12,311 related
    Nontaxable benefits
    not reported + $30,776 related
    Filer's total
    not reported + $243,051 related

  • JAVIER MARTINEZ

    BOARD CHAIR(FROM 3/2023)

    Total calculated
    $171,269
    From this org
    $0
    From related orgs
    $149,262
    Other
    $22,007
    Hours/week
    1 + 43 related

    Schedule J breakdown matched by us

    Base
    not reported + $114,382 related
    Bonus
    not reported + $11,000 related
    Other
    not reported + $23,880 related
    Deferred
    not reported + $6,170 related
    Nontaxable benefits
    not reported + $15,837 related
    Filer's total
    not reported + $171,269 related

  • KRISTINA DANIELS

    BOARD MEMBER (FROM 3/2023)

    Total calculated
    $156,380
    From this org
    $0
    From related orgs
    $150,283
    Other
    $6,097
    Hours/week
    1 + 43 related

    Schedule J breakdown matched by us

    Base
    not reported + $133,762 related
    Bonus
    not reported + $10,500 related
    Other
    not reported + $6,021 related
    Deferred
    not reported + $5,535 related
    Nontaxable benefits
    not reported + $562 related
    Filer's total
    not reported + $156,380 related

  • LARRY HELMS

    VICE CHAIR (FROM 3/2023)

    Total calculated
    $150,598
    From this org
    $0
    From related orgs
    $129,857
    Other
    $20,741
    Hours/week
    1 + 43 related

    Schedule J breakdown matched by us

    Base
    not reported + $97,117 related
    Bonus
    not reported + $12,500 related
    Other
    not reported + $20,240 related
    Deferred
    not reported + $5,300 related
    Nontaxable benefits
    not reported + $15,441 related
    Filer's total
    not reported + $150,598 related

  • DIVENA MORTIMEYER

    CFO (TO 3/2023)

    Total calculated
    $137,250
    From this org
    $0
    From related orgs
    $120,081
    Other
    $17,169
    Hours/week
    1 + 42 related

  • MARISA ATENCIO

    SECRETARY (FROM 3/2023)

    Total calculated
    $124,470
    From this org
    $0
    From related orgs
    $97,810
    Other
    $26,660
    Hours/week
    1 + 43 related

  • REGANA DAVIS

    BOARD MEMBER (FROM 3/2023)

    Total calculated
    $20,990
    From this org
    $0
    From related orgs
    $20,596
    Other
    $394
    Hours/week
    1 + 43 related

  • CAROL NOLL

    PRESIDENT (TO 3/2023)

    Total calculated
    $2,016
    From this org
    $0
    From related orgs
    $2,016
    Other
    $0
    Hours/week
    1 + 3 related

  • DENNIS PEARSON

    SECRETARY (TO 3/2023)

    Total calculated
    $1,500
    From this org
    $0
    From related orgs
    $1,500
    Other
    $0
    Hours/week
    1 + 3 related

  • CHRISTINE BULLOCK

    TREASURER (TO 3/2023)

    Total calculated
    $1,250
    From this org
    $0
    From related orgs
    $1,250
    Other
    $0
    Hours/week
    1 + 2 related

  • TREVOR LACOST

    VICE PRESIDENT (TO 3/2023)

    Total calculated
    $1,250
    From this org
    $0
    From related orgs
    $1,250
    Other
    $0
    Hours/week
    1 + 3 related

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 survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment

Answered no

  • 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)

SCHEDULE J, PART I, LINE 3
RELATED ORGANIZATIONS, VALLEY-WIDE HEALTH SYSTEMS, INC, AND SOUTHEAST BEHAVIORAL HEALTH GROUP, HAVE COMPENSATION POLICIES. THE BOARD OF DIRECTORS REVIEWS THE COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER AND THE CHIEF FINANCIAL OFFICER BY COMPARING THEIR COMPENSATION TO THE COMPENSATION OF INDIVIDUALS IN LIKE POSITIONS, IN COMPARABLE ORGANIZATIONS USING FORMS 990, COMPENSATION STUDIES, AND OTHER AVAILABLE DATA INCLUDING, BUT LIMITED TO: CCHN, BOFL AND MOUNTAIN STATE EMPLOYEE COMPENSATION SURVEYS. THE BOARD THEN APPROVES ANY CHANGES IN COMPENSATION BASED ON THIS INFORMATION. THE CHIEF EXECUTIVE OFFICER IS RESPONSIBLE FOR EVALUATING PAY RATES OF OTHER KEY EMPLOYEES USING THE SAME COMPENSATION STUDIES AND DATA.
SCHEDULE J, PART I, LINE 4A
AS PART OF THE MERGER OF THE SOUTHEAST HEALTH GROUP AND VALLEY-WIDE HEALTH SYSTEMS, INC., JOSEPH CARRICA, WHO SERVED AS THE CEO AND PRESIDENT OF THE SOUTHEAST HEALTH GROUP TO MARCH 6, 2023, RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $97,379. THE SEVERANCE PAYMENT WAS PAID IN MARCH 2023, AND AS SUCH, IS NOT INCLUDED IN THE AMOUNTS REPORTED ON 990 PART VII OR SCHEDULE J, PART II.
SCHEDULE J, PART I, LINE 7
VALLEY-WIDE HEALTH SYSTEMS IS A RELATED ORGANIZATION. A BONUS WAS GIVEN TO THE CEO OF VALLEY-WIDE HEALTH SYSTEMS, AT THE DISCRETION OF THE BOARD OF DIRECTORS OF VALLEY-WIDE HEALTH SYSTEMS.

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.

Provenance

Return type
form_990
Tax year
2022
Filed
30 March 2024
IRS schema version
2022v5.0
Source object
202440929349300734

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