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Nonprofiteer
← FELTON INSTITUTE

Form 990 for tax year 2023

Filed by FELTON INSTITUTE.

Totals

Total revenue
$66,751,497
Total expenses
$66,157,056
Contributions and grants received
$66,411,277
Grants paid
$0
Program service revenue
$223,067
Investment income
$254
Other revenue
$116,899
Total assets, end of year
$35,460,902
Total liabilities, end of year
$25,180,473
Net assets or fund balances, end of year
$10,280,429
Program services expenses (Part IX)
$53,556,132
Management and general expenses
$12,055,187
Fundraising expenses
$545,737
Program service expenses (Part III)
$53,556,132

Program services were 81.0% 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.

  • 1e · Government grants (contributions)

    $65,444,259

  • 1f · All other contributions, gifts and grants

    $967,018

  • 1g · Noncash contributions included above

    $51,760

  • 2a · Program service revenue: Program Fees

    total $130,658 · related or exempt $130,658

  • 2b · Program service revenue: Training

    total $92,409 · related or exempt $92,409

  • 3 · Investment income

    total $254 · excluded $254

  • 6a · Gross rents

    real property $105,195

  • 6b · Less rental expenses

    real property $163,118

  • 6c · Rental income or loss

    real property -$57,923

  • 6d · Net rental income or loss

    total -$57,923 · excluded -$57,923

  • 11a · Other revenue: Miscellaneous

    total $174,822 · excluded $174,822

  • 11e · Other revenue, total

    $174,822

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $1,156,491 · management and general $1,156,491

  • 7 · Other salaries and wages

    total $38,617,403 · program services $33,606,715 · management and general $4,582,933 · fundraising $427,755

  • 9 · Other employee benefits

    total $3,792,379 · program services $2,977,556 · management and general $776,924 · fundraising $37,899

  • 10 · Payroll taxes

    total $3,474,555 · program services $2,933,864 · management and general $503,348 · fundraising $37,343

  • 11b · Fees: legal

    total $526,842 · program services $208,126 · management and general $318,716

  • 11c · Fees: accounting

    total $96,000 · management and general $96,000

  • 11g · Fees: other

    total $1,917,718 · program services $1,216,383 · management and general $686,402 · fundraising $14,933

  • 13 · Office expenses

    total $716,748 · program services $570,520 · management and general $142,632 · fundraising $3,596

  • 14 · Information technology

    total $1,162,972 · program services $767,299 · management and general $381,891 · fundraising $13,782

  • 16 · Occupancy

    total $3,200,109 · program services $1,937,679 · management and general $1,262,430

  • 17 · Travel

    total $580,382 · program services $431,569 · management and general $148,813

  • 19 · Conferences, conventions and meetings

    total $122,351 · program services $90,979 · management and general $30,437 · fundraising $935

  • 20 · Interest

    total $473,818 · program services $11,365 · management and general $462,453

  • 22 · Depreciation, depletion and amortization

    total $380,212 · management and general $380,212

  • 23 · Insurance

    total $641,392 · program services $609,861 · management and general $31,531

  • 24a · Other expenses: Supportive housing

    total $4,100,281 · program services $4,099,479 · management and general $802

  • 24b · Other expenses: Construction expenses

    total $1,402,272 · program services $1,402,272

  • 24c · Other expenses: Program expense

    total $999,553 · program services $592,995 · management and general $405,848 · fundraising $710

  • 24d · Other expenses: Volunteer expenses

    total $479,973 · program services $479,752 · fundraising $221

  • 24e · All other expenses

    total $2,315,605 · program services $1,619,718 · management and general $687,324 · fundraising $8,563

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $734,502 · end of year $2,183,568

  • 2 · Savings and temporary cash investments

    beginning of year $124,888 · end of year $179,962

  • 3 · Pledges and grants receivable

    beginning of year $55,000 · end of year $125,000

  • 4 · Accounts receivable

    beginning of year $14,627,485 · end of year $15,064,635

  • 9 · Prepaid expenses and deferred charges

    beginning of year $524,128 · end of year $368,027

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

    $15,178,278

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

    $3,953,764

  • 10c · Land, buildings and equipment, net

    beginning of year $11,143,277 · end of year $11,224,514

  • 15 · Other assets

    beginning of year $3,931,487 · end of year $6,315,196

  • 17 · Accounts payable and accrued expenses

    beginning of year $5,034,030 · end of year $6,434,402

  • 19 · Deferred revenue

    beginning of year $1,613,994 · end of year $2,880,069

  • 23 · Secured mortgages and notes payable

    beginning of year $10,922,235 · end of year $9,735,109

  • 25 · Other liabilities

    beginning of year $3,887,926 · end of year $6,130,893

  • 27 · Net assets without donor restrictions

    beginning of year $7,515,363 · end of year $7,994,986

  • 28 · Net assets with donor restrictions

    beginning of year $2,167,219 · end of year $2,285,443

Mission and programs · 2023

Mission

Felton Institute responds to human needs with cutting edge social services and treatment that combine evidence-based practices with cultural sensitivity and a deep respect to our clients. We place special emphasis on the needs of low-income families, children elderly and people living with disabilities.

Activities or mission (Part I)

Felton Institute responds to human needs with cutting edge social services and treatments.

  • Adult Division:The Adult Division mission is to provide human and mental health services to at-risk and vulnerable adults in need of intensive care management, substance abuse, and mental health treatment as well as housing services for low-income adults. Services to meet this mission are as diverse as Deaf Counseling Services to San Francisco Suicide Prevention.

    Expenses $17,113,956 · Revenue $130,658

  • The Children, Youth, Family (CYF) and TAY Division:The CYF and TAY division provides comprehensive services to low-income at-risk children, youth, and families, to help give them a sound foundation for lifelong development, family economic success and hope for a successful future. The program delivers a wide variety of social and mental health services to infants, toddlers, children, and their parents, with a focus on low-income and at-risk families.

    Expenses $15,333,380 · Revenue $92,409

  • Senior Services Division:The Senior Services Division's mission is to provide citywide services and workforce opportunities for aging adults to help them remain in community and age with dignity, security, and maintain a high-quality of life. Programs range from vocational services to clinical delivery to ensure the aging population has a voice.

    Expenses $9,971,539

  • Justice Services Division:The Justice Services Division is focused on those who have been justice-impacted with lived experience through incarceration, advocacy, and reentry. Our program support services range from street outreach and linkage services to case management for adults dealing with substance abuse and Young Adult Court.

    Expenses $5,733,836

  • Early Psychosis Division:Innovative, strengths-based Early Psychosis treatment and support services for communities within five Bay Area counties with over 700 clients.

    Expenses $5,403,421

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

Listed in Part VII

  • Dr George Woods

    Chair

    Total calculated
    $0
    Hours/week
    2

  • Tamara Steele

    Vice Chair

    Total calculated
    $0
    Hours/week
    2

  • Kathy Neal

    Secretary

    Total calculated
    $0
    Hours/week
    2

  • Susan Bobulsky

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Dr Oliver T Brooks

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Daniel Costello

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Elihu Harris

    Board Member (start 1/24)

    Total calculated
    $0
    Hours/week
    2

  • Clifford Nalls

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Peter Rojo

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Sarah Vinson

    Board Member (start 9/23)

    Total calculated
    $0
    Hours/week
    2

  • Deborah Wafer

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Al Gilbert

    CEO

    Total calculated
    $392,195
    From this org
    $387,648
    From related orgs
    $0
    Other
    $4,547
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $387,648
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $4,547
    Filer's total
    $392,195

  • Marvin Davis

    CFO

    Total calculated
    $275,123
    From this org
    $275,123
    From related orgs
    $0
    Other
    $0
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $275,123
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $275,123

  • Yohana Quiroz

    COO

    Total calculated
    $262,203
    From this org
    $253,708
    From related orgs
    $0
    Other
    $8,495
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $253,708
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $8,495
    Filer's total
    $262,203

  • Liz Dalmacio

    Chief Human Resource Officer

    Total calculated
    $222,775
    From this org
    $203,294
    From related orgs
    $0
    Other
    $19,481
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $203,294
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $19,481
    Filer's total
    $222,775

  • Marie-Florence Mai-Chi Tieu

    Psychriatic Nurse Practitioner

    Total calculated
    $227,746
    From this org
    $218,068
    From related orgs
    $0
    Other
    $9,678
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $218,068
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $9,678
    Filer's total
    $227,746

  • Gregory Tarasoff

    Psychiatrist

    Total calculated
    $375,937
    From this org
    $372,008
    From related orgs
    $0
    Other
    $3,929
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $372,008
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $3,929
    Filer's total
    $375,937

  • Michelle Clarke

    Medical Director

    Total calculated
    $312,638
    From this org
    $302,960
    From related orgs
    $0
    Other
    $9,678
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $302,960
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $9,678
    Filer's total
    $312,638

  • Meghan Ryan

    Psychiatric Nurse Practitioner

    Total calculated
    $219,928
    From this org
    $210,250
    From related orgs
    $0
    Other
    $9,678
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $210,250
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $9,678
    Filer's total
    $219,928

  • Vanessa Simmons

    Nurse Practitioner

    Total calculated
    $201,160
    From this org
    $192,665
    From related orgs
    $0
    Other
    $8,495
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $192,665
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $8,495
    Filer's total
    $201,160

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 · Independent compensation consultant
  • 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.

Provenance

Return type
form_990
Tax year
2023
Filed
9 May 2025
IRS schema version
2023v6.0
Source object
202531299349302858

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