2024-03-07T22:34:33-06:00 2023-06-30 950858589 HUTCHINSON & BLOODGOOD LLP 200 EAST CARRILLO STREET SUITE 303 SANTA BARBARA CA 93101 990 2022-07-01 237097910 CALM INC CALM 8059652376 1236 CHAPALA STREET SANTA BARBARA CA 93101 ALANA WALCZAK PRESIDENT & CEO 8059652376 2024-02-28 1 ALANA WALCZAK 999009999 0 JESSICA MOITOZA P01282487 8059631837 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ALANA WALCZAK 1236 CHAPALA STREET SANTA BARBARA CA 93101 12386964 0 X WWW.CALM4KIDS.ORG X 1970 CA CALM'S MISSION IS TO PREVENT CHILDHOOD TRAUMA, HEAL CHILDREN AND FAMILIES, AND BUILD RESILIENT COMMUNITIES THROUGHOUT SANTA BARBARA COUNTY. 22 22 132 49 87599 48233 2602745 2469088 5774014 5777690 794440 350311 12792 -44372 9183991 8552717 0 0 0 0 5033160 7325890 0 0 958366 1540201 1674092 6573361 8999982 2610630 -447265 20932846 21279338 1756291 1687318 19176555 19592020 X CALM'S MISSION IS TO PREVENT CHILDHOOD TRAUMA, HEAL CHILDREN AND FAMILIES, AND BUILD RESILIENT COMMUNITIES THROUGHOUT SANTA BARBARA COUNTY. 0 0 2353476 1964414 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. 1611840 1444423 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. 1834102 1386646 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. 1085879 982207 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. 1085879 982207 6885297 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 32 0 132 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X ACCOUNTIX INC 8007570510 836 ANACAPA ST 2141 SANTA BARBARA CA 93120 CAROLINE POWERS BOARD CHAIR 1.00 X X 0 0 0 ANDREW FITZGERALD VICE CHAIR 1.00 X X 0 0 0 SAM ELLIS TREASURER 1.00 X X 0 0 0 LUZ REYES MARTIN SECRETARY 1.00 X X 0 0 0 JON CLARK TRUSTEE 1.00 X 0 0 0 ROBERTA COLLIER TRUSTEE 1.00 X 0 0 0 SANDRA COPLEY TRUSTEE 1.00 X 0 0 0 MICHELE CUTTLER TRUSTEE 1.00 X 0 0 0 ANALISE MAGGIO TRUSTEE 1.00 X 0 0 0 CANDICE MONGE TRUSTEE 1.00 X 0 0 0 GLENN MORRIS TRUSTEE 1.00 X 0 0 0 KAREN ORTIZ TRUSTEE 1.00 X 0 0 0 ISMAEL PAREDES ULLOA TRUSTEE 1.00 X 0 0 0 DAALIA REFAAT TRUSTEE 1.00 X 0 0 0 GISELA RODRIGUEZ TRUSTEE 1.00 X 0 0 0 JENNA ROGERS TRUSTEE 1.00 X 0 0 0 PATRICE RYAN TRUSTEE 1.00 X 0 0 0 JANIS SALIN TRUSTEE 1.00 X 0 0 0 MARC SCHNEIDER TRUSTEE 1.00 X 0 0 0 FRANN WAGENECK TRUSTEE 1.00 X 0 0 0 RICHARD YAO TRUSTEE 1.00 X 0 0 0 ZOHAR ZIV TRUSTEE 1.00 X 0 0 0 ALANA WALCZAK PRESIDENT & CEO 40.00 X 229434 0 26120 ADOLFO GARCIA CHIEF OPERATING OFFICER 40.00 X 143812 0 20113 ASHLYN MCCAGUE DIRECTOR OF DEVELOPMENT 40.00 X 119217 0 11000 ANDREA GLEYSTEEN DIRECTOR OF HUMAN RESOURCES 33.00 X 106594 0 23135 YVONNE NELSON SENIOR MANAGER 40.00 X 110680 0 12000 GABRIELA HANSON-LOPEZ SENIOR MANAGER 40.00 X 104436 0 9714 814173 0 102082 7 0 1 0 0 484265 1984823 106530 2469088 GOVERNMENT ASSISTANCE 900099 5751025 5751025 PROGRAM SERVICE FEES 900099 26665 26665 5777690 334354 334354 113500 25901 87599 87599 87599 3659552 3643595 15957 15957 15957 32780 484265 164751 -131971 -131971 8552717 5777690 87599 218340 217222 108611 108611 5653707 4968209 248484 437014 1015227 842853 84215 88159 439734 365198 36366 38170 32363 32363 28225 28225 71627 71627 314560 135183 101584 77793 44272 20670 6211 17391 284907 173631 72321 38955 312323 84248 150812 77263 268104 144525 82423 41156 59095 27590 8291 23214 44964 40370 4165 429 30637 30637 101281 82820 8250 10211 81734 81734 8999982 6885297 1156319 958366 2219068 2761983 2362710 239929 1062483 2601402 77570 61786 2987511 713696 2339821 2273815 12871194 13215030 0 125393 20932846 21279338 744129 546912 1000000 1000000 12162 140406 1756291 1687318 X 11863458 12718112 7313097 6873908 19176555 19592020 20932846 21279338 X -447265 865580 -2850 X X 0 1 X 1 0 X 3455956 5146283 1822633 2602745 2469088 15496705 4546502 4911926 5951880 5774014 5777690 26962012 8002458 10058209 7774513 8376759 8246778 42458717 17590 40226 53477 119267 108756 339316 4134900 4301132 5178174 5093375 5228154 23935735 4152490 4341358 5231651 5212642 5336910 24275051 18183666 330689 277634 236031 277543 334354 1456251 106629 53118 25559 70876 87599 343781 437318 330752 261590 348419 421953 1800032 2146 2146 8439776 10388961 8038249 8725178 8668731 44260895 0.41080 0.51040 0.04070 0.04230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11871723 1115987 900000 12087710 14842794 -2406070 565001 11871723 12346877 3037683 541766 14842794 12572161 297716 523000 12346877 11887958 594851 607352 518000 12572161 0.61900 0.38100 0.00000 0 0 1088737 1088737 1088738 362913 725825 783479 325326 458153 26557 25457 1100 2273815 RENT DEPOSITS 12162 LEASE LIABILITY 128244 140406 X 9566929 865580 117318 77040 1059938 8506991 71627 -25901 45726 8552717 9151464 117318 28751 146069 9005395 71627 -77040 -5413 8999982 PART V, LINE 4: TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SHOULD ANNUAL CONTRACTS, GRANTS AND FUNDRAISING PROVE INSUFFICIENT. PART X, LINE 2: FASB'S ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, PRESCRIBES A THRESHOLD FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. CALM FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND IN THE STATE OF CALIFORNIA. THE CALM'S TAX RETURNS FROM THE YEAR 2019 TO THE PRESENT REMAIN SUBJECT TO EXAMINATION BY THE IRS FOR FEDERAL TAX PURPOSES, AND THE TAX YEARS FROM 2018 TO THE PRESENT REMAIN SUBJECT TO EXAMINATION BY THE STATE OF CALIFORNIA. MANAGEMENT HAS EVALUATED ITS TAX POSITIONS FOR ALL JURISDICTIONS IN WHICH THE STATUTE OF LIMITATIONS REMAINS OPEN AND HAS DETERMINED THAT CALM HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. CALM HAD NO UNRECOGNIZED TAX BENEFITS RELATED TO TAX POSITIONS TAKEN DURING THE YEARS ENDED JUNE 30, 2023 AND 2022 OR FOR PRIOR PERIODS. PART XI, LINE 2D - OTHER ADJUSTMENTS: EMPLOYEE RETENTION CREDIT 77,040. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -25,901. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 25,901. LEASE AMORTIZATION 2,850. PART XII, LINE 4B - OTHER ADJUSTMENTS: EMPLOYEE RETENTION CREDIT -77,040. LADIES GET LOUD 105110 95230 9880 5000 10914 8355 CALM AT HEART 411935 389035 22900 39147 27471 73864 517045 484265 32780 44147 38385 82219 164751 -131971 1 X X X X X 0 0 0 0 0 0 0 0 0 ALANA WALCZAK PRESIDENT & CEO 229434 0 0 0 0 0 8449 0 17671 0 255554 0 0 0 ADOLFO GARCIA CHIEF OPERATING OFFICER 143812 0 0 0 0 0 5041 0 15072 0 163925 0 0 0 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. X 5 60869 FAIR MARKET VALUE X SPECIAL EVENT AUCTION ITEMS 33 42845 X SPECIAL EVENT SUPPLIES 8 2816 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT 990 WAS PROVIDED TO EACH BOARD MEMBER FOR REVIEW AND COMMENT. ONCE ALL BOARD MEMBERS HAD TIME TO REVIEW, THE FORM 990 WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER SIGNS A CONFLICT OF INTEREST STATEMENT ANNUALLY AND ANY POTENTIAL CONFLICTS THAT OCCUR DURING THE YEAR ARE REQUIRED TO BE DISCLOSED AS THEY ARISE. THE POTENTIAL CONFLICTS ARE REVIEWED AND, IF NECESSARY, A COMPETITIVE BID PROCESS IS UNDERTAKEN TO ENSURE THERE IS NO SELF-DEALING. FORM 990, PART VI, SECTION B, LINE 15A 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. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: LEASE AMORTIZATION -2,850. FORM 990, PART XII, LINE 2C: THE AUDIT COMMITTEE REVIEWS AND APPROVES THE AUDIT REPORT FROM THE OUTSIDE INDEPENDENT AUDIT FIRM. THEY ALSO MAKE SURE THE ORGANIZATION IS MEETING ALL ACCOUNTING AND FINANCIAL GAAP NON-PROFIT GUIDELINES.