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WELLNESS & PREVENTION FOUNDATION

 700 AVENIDA PICO
 SAN CLEMENTE, CA 92673
[P] (949) 6800516 x 6800516
[F] (949) 6800516
www.wpc-oc.org
[email protected]
Susan Parmelee
FOUNDED: 2013
INCORPORATED: 2015
 Printable 1 Page Summary
 Printable Profile
Organization DBA Wellness & Prevention Center
Wellness & Prevention Coalition
Former Names --
Organization received a competitive grant from the community foundation in the past five years Yes
Employer Identification Number 47-2443093 00000

Summary


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Mission StatementMORE »

Help youth lead healthy and productive lives free from alcohol, tobacco and other drugs

Mission Statement

Help youth lead healthy and productive lives free from alcohol, tobacco and other drugs

FinancialsMORE »

Fiscal Year 2018
Projected Expenses $243,000.00
Projected Revenue $260,000.00

ProgramsMORE »

  • High School Mental Health Services and Wellness Education
  • Middle School Mental Health & Wellness Edication
  • Wellness & Prevention Coalition

Revenue vs. Expense ($000s)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

For more details regarding the organization's financial information, select the financial tab and review available comments.


Overview


Mission Statement

Help youth lead healthy and productive lives free from alcohol, tobacco and other drugs

Background Statement

The Wellness & Prevention Foundation was formed by parents, community leaders, educators, and health professionals who recognized that substance abuse and untreated mental illness is taking an unnecessary toll on our families and our community. The success of Wellness & Prevention Foundation is made possible through a unique collaboration between the Capistrano Unified School District, and other community sectors. The Wellness & Prevention Foundation provides funding for prevention, mental health services and community engagement to help youth lead healthy productive lives.

Impact Statement

Accomplishments: 
1. Provide mental health and prevention education services in public schools in South Orange County.
 
2. Provide weekly eNews parent education to over 4,200 households.
  
3.  Provided parent support groups to the above school communities. 
 
Goals: 
1. Add 2 more school sites to our service area.
 
2. Increase reach of services into other Orange County areas.
 
3. Add 1.5 full-time employees 

Needs Statement

The Wellness & Prevention Center seeks to raise $180,000 this year. With your support we can expand our services to help more teens and families lead healthier lives. Let's work together to create a sponsorship benefits package that meets your organization's needs.
 
Volunteers are always welcome to help with administrative tasks, strategic panning, and fund raising. 
 
 
Where do your donations go? Your donations could fund one of these Wellness & Prevention Center programs. Education $99 A day of classroom education covering substance abuse, healthy living and ways to cope with everyday stress for 200 students. $1,200 A year of parent education on how they can help their children deal with the pressures of being a teen. Counseling $200 A month of mental health services for a student. $2,500 A year of mental health services for a student. Prevention $500 A school assembly with nationally recognized expert speakers to promote healthy habits. Social $250 A San Clemente Social Club (SC2) event for teens, impacting 75 to 100 students. Community $2,500 A community-wide education event on substance abuse and wellness.

CEO Statement

The Wellness & Prevention Center has makes a difference in the lives of youth in South Orange County. We provide services in the schools - a safe place for teens to discuss the stressors in their lives. We supplement these services by providing parent education and support through social media and live presentations. Your support will help the Wellness & Prevention Center expand beyond San Clemente to help more youth and families in Orange County. 
 
Dollars spent on prevention and early intervention save all of us money in health care and public safety.  
 
 

Board Chair Statement

Providing in-school support to students and their families significantly enhances our ability to shift the culture of our community towards wellness. This year 160 families and individuals received direct services, doubling the case load from the prior year.

Other Ways to Donate/Volunteer

What can you do? You can donate your time, talents and dollars. Mail a check, provide in-kind donations such as space for a fundraising event, volunteer your talents, or shop on Smile Amazon.

Geographic Area Served

South Orange County

San Clemente, California
 
San Juan Capistrano, California 

Organization Categories

  1. Mental Health & Crisis Intervention - Substance Abuse Dependency, Prevention & Treatment
  2. Community Improvement, Capacity Building - Community Coalitions
  3. Youth Development - Youth Development Programs

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Programs


High School Mental Health Services and Wellness Education

We provide universal, targeted and individual prevention and mental health services at San Clemente High School.
Budget  $75,000.00
Category  Mental Health, Substance Abuse Programs, General/other Mental Health Treatment
Population Served Adolescents Only (13-19 years) Families
Program Short-Term Success 
When providing individual therapeutic services the majority of client's served meet at least 1 of their goals and over half meet two or more goals. 
 
Use of alcohol among youth under the age of 18 has decreased in San Clemente as measured by the California Healthy Kids Survey 2016.  
Program Long-Term Success  Since 2014, we have helped over 360 youth and their families, provided education to over 4,000 high school youth and educated over 4,000 families about parenting teens. 
Program Success Monitored By 
1. Number of goals met for individual clients.
 
2. Open rates for ENews
 
3. California Healthy Kids Survey Substance Use data
 
4. Attendance at community education events
 
5. Pre and Post tests from trainings and other educational events. 
Examples of Program Success  2% fewer high school students report drinking in the past 30 days - California Healthy Kids Survey 2014 to 2016

Middle School Mental Health & Wellness Edication

Provide universal, targeted, and individual prevention and treatment services in Middle Schools
Budget  $100,000.00
Category  Mental Health, Substance Abuse Programs, General/other Mental Health Treatment
Population Served Children and Youth (0 - 19 years) Families At-Risk Populations
Program Short-Term Success  Majority of youth served have met one outcome goal, over 45% have met two or more goals. 
Program Long-Term Success  Served over 160 youth and their families.
Program Success Monitored By 
1. Goals met
 
2. eNews open rates
 
3. Attendance at education events 
Examples of Program Success  See above

Wellness & Prevention Coalition

The coalition works on 10 year strategic plan to lower substance use among San Clemente youth. 
Budget  $125,000.00
Category  Mental Health, Substance Abuse Programs, General/other Substance Abuse Prevention
Population Served Children and Youth (0 - 19 years) Families
Program Short-Term Success  Held two community education events per year serving over 300 San Clemente residents
Program Long-Term Success  Was chosen as a Drug Free Communities Mentee Coalition by the National Council on Alcohol and Drug Dependence Orange County
Program Success Monitored By 
1. Reduction in youth substance use as measured by the California Healhty Kids Survey
2. Subscriptions to ENews 
3. Attendance at Coalition Meetings 
Examples of Program Success 
1. Capacity building - coalition membership has grown from 6 individuals to over 25 individuals and agencies.
2. City of San Clemente has joined the coalition 

Management


CEO/Executive Director Susan Parmelee LCSW
CEO Term Start July 2015
CEO Email [email protected]
CEO Experience Susan Parmelee, Licensed Clinical Social Worker,  has a BS in Hotel Administration  from Cornell University and an MSW from San Diego State University. Susan has provided mental health services for youth and their families for over 15 years. Susan has managed programs at the Illumination Foundation and iHOPEoc. Susan wrote the grants that helped to start the Wellness & Prevention Center.

Former CEOs and Terms

Name Start End
-- -- --

Senior Staff

Name Title Experience/Biography
Lauren Gallegos MSW Director Community Prevention Lauren is a graduate of the University of Southern California with a Masters in Social Work. Lauren has experience in directing prevention education through a county contract at Phoenix House. Lauren has lived in South Orange County her whole life and is passionate about helping youth make health choices. 
Katie Mann LCSW Clinical Supervisor Katie Mann Has been a therapist in San Clemente for over 20 years. 

Awards

Award Awarding Organization Year
Collaboration Award California Parent Teacher Association 2017

Affiliations

Affiliation Year
-- --

External Assessments and Accreditations

External Assessment or Accreditation Year
-- --

Collaborations

The Wellness & Prevention Center collaborates with other youth services providers in Orange County including:
National Council on Alcohol and Drug Dependence Orange County
Boystown
Boys and Girls Club
City of San Clemente
Mission Hospital
Orange County Health Care Agency
Orange County Sheriff's Department
Community Outreach Alliance
Kaiser HealthCare 
Dana Point Paths
Outlets at San Clemente

Staff Information

Number of Full Time Staff 1
Number of Part Time Staff 2
Number of Volunteers 25
Number of Contract Staff 3
Staff Retention Rate % 100%
Staff Professional Development Yes

Staff Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 0
Caucasian: 3
Hispanic/Latino: 1
Native American/American Indian: 0
Other: 0
Other (if specified): 0
Gender Female: 4
Male: 0
Not Specified 0

Plans & Policies

Organization has Fundraising Plan? Yes
Organization has Strategic Plan? Yes
Years Strategic Plan Considers 2
Management Succession Plan Under Development
Organization Policies And Procedures Yes
Business Continuity of Operations Plan No

Risk Management Provisions

Nondiscrimination Policy Yes
Whistle Blower Policy Yes
Document Destruction Policy Yes
Directors and Officers Insurance Policy Yes

Reporting and Evaluations

Management Reports to Board? Yes
CEO Formal Evaluation and Frequency Yes Bi-Annually
Senior Management Formal Evaluation and Frequency Yes Annually
Non Management Formal Evaluation and Frequency Yes Semi-Annually

Government Licenses

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CEO Comments

The Wellness & Prevention Center staff complies with all professional license requirements in the state of California.

Foundation Comments

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Governance


Board Chair Marci Mednick
Board Chair Company Affiliation --
Board Chair Term July 2015 - July 2017
Board Co-Chair --
Board Co-Chair Company Affiliation --
Board Co-Chair Term -

Board Members

Name Company Affiliations Status
Jennifer Anthony, LMFT -- --
William Carson Business Voting
Leslie Davis -- --
Aron McKay The Table Church Voting
Marci Mednick Mission Hospital Voting
Mark Murphy Certified Public Accountant Voting
John Redmond Orthodontist Voting
Carolyn Ward Parent Voting

Constituent Board Members

Name Company Affiliations Status
-- -- --

Youth Board Members

Name Company Affiliations Status
-- -- --

Additional Board Members and Affiliations

Name Company Affiliations Status
Chris Carter High School Principal NonVoting
Katie Mann, LCSW -- --

Board Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 0
Caucasian: 8
Hispanic/Latino: 0
Native American/American Indian: 0
Other: 0
Other (if specified): 0
Gender Female: 4
Male: 4
Not Specified 0

Board Information

Board Term Lengths 2
Board Term Limits 0
Board Meeting Attendance % 85%
Written Board Selection Criteria Yes
Written Conflict Of Interest Policy Yes
Percentage of Monetary Contributions 50%
Percentage of In-Kind Contributions 100%
Board Orientation --

CEO Comments

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Foundation Comments

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Standing Committees

  • Communications / Promotion / Publicity / Public Relations
  • Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
  • Operations

Financials


Revenue vs. Expense ($000s)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

Fiscal Year July 01, 2017 to June 30, 2018
Projected Revenue $260,000.00
Projected Expenses $243,000.00
Form 990s

2017 990

2016 990

2015 990

Audit Documents --
IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2017 2016 2015
Total Revenue $173,821 $113,350 $26,548
Total Expenses $182,668 $108,762 $25,619

Prior Three Years Revenue Sources

Revenue By Revenue Source
Fiscal Year 2017 2016 2015
Foundation and
Corporation Contributions
$85,590 -- $8,000
Government Contributions $3,000 $0 $0
    Federal -- -- --
    State -- -- --
    Local $3,000 -- --
    Unspecified -- -- --
Individual Contributions $37,431 $23,950 $18,548
Indirect Public Support -- -- --
Earned Revenue -- -- --
Investment Income, Net of Losses -- -- --
Membership Dues -- -- --
Special Events -- -- --
Revenue In-Kind $47,800 $89,400 --
Other -- -- --

Prior Three Years Expense Allocations

Expense By Type
Fiscal Year 2017 2016 2015
Program Expense $163,958 $97,537 $25,619
Administration Expense $3,042 $6,925 --
Fundraising Expense $15,668 $4,299 --
Payments to Affiliates -- -- --
Total Revenue/Total Expenses 0.95 1.04 1.04
Program Expense/Total Expenses 90% 90% 100%
Fundraising Expense/Contributed Revenue 12% 18% 0%

Prior Three Years Assets and Liabilities

Assets and Liabilities
Fiscal Year 2017 2016 2015
Total Assets -- -- --
Current Assets -- -- --
Long-Term Liabilities -- -- --
Current Liabilities -- -- --
Total Net Assets -- -- --

Short Term Solvency

Fiscal Year 2017 2016 2015
Current Ratio: Current Assets/Current Liabilities nan nan nan

Long Term Solvency

Fiscal Year 2017 2016 2015
Long-term Liabilities/Total Assets nan% nan% nan%
Endowment Value --
Spending Policy Percentage
Percentage(If selected) 90%
Are you currently in a Capital Campaign? Anticipated In 3 Years
Capital Campaign Purpose --
Campaign Goal --
Capital Campaign Dates -
Capital Campaign Raised-to-Date Amount --
Capital Campaign Anticipated in Next 5 Years? Yes

CEO Comments

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Foundation Comments

Summary financial data is per the Form 990s and consultation with the organization. Foundation/corporate and individual contributions are combined under Foundation and Corporation Contributions.

Documents


Other Documents

No Other Documents currently available.