Civic Intelligence

Achievement House Inc.

990 • Fiscal year 2014 • EIN 20-0022378

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 31, 2014

Organization ProfileACHIEVEMENTHOUSE.ORG
3003 Cuesta College Road93405

(805) 543-9383

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

21st percentile

0.02x

Higher debt load relative to assets than 21% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

17th percentile

0.03x

Higher debt load relative to revenue than 17% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

74th percentile

15%

Higher net margin than 74% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Asset Growth

67th percentile

8.2%

Faster asset growth than 67% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

66th percentile

11%

Faster revenue growth than 66% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2011 to 2014

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$6,809,310

Up $514,013 (+8.2%) from 2013

Net Assets

Up

$6,664,238

Up $627,648 (+10%) from 2013

Liabilities

Down

$145,072

Down $113,635 (-44%) from 2013

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin74th percentile

Revenue

$4,262,749

No earlier filing loaded for comparison.

Expenses

Up

$3,635,101

Up $60,285 (+1.7%) from 2013

Net Income

$627,648

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2011: $5,242,680Liabilities 2011: $163,265Net Assets 2011: $5,079,4152011Assets 2012: $5,950,673Liabilities 2012: $159,885Net Assets 2012: $5,790,7882012Assets 2013: $6,295,297Liabilities 2013: $258,707Net Assets 2013: $6,036,5902013Assets 2014: $6,809,310Liabilities 2014: $145,072Net Assets 2014: $6,664,2382014Assets 2015: $7,337,830Liabilities 2015: $234,354Net Assets 2015: $7,103,4762015Assets 2016: $7,819,542Liabilities 2016: $182,929Net Assets 2016: $7,636,6132016Assets 2017: $8,105,114Liabilities 2017: $110,316Net Assets 2017: $7,994,7982017Assets 2018: $8,349,349Liabilities 2018: $76,928Net Assets 2018: $8,272,4212018Assets 2019: $8,438,219Liabilities 2019: $56,413Net Assets 2019: $8,381,8062019Assets 2020: $9,366,980Liabilities 2020: $961,558Net Assets 2020: $8,405,4222020Assets 2021: $9,588,064Liabilities 2021: $932,118Net Assets 2021: $8,655,9462021Assets 2022: $9,220,617Liabilities 2022: $126,140Net Assets 2022: $9,094,4772022Assets 2023: $11,743,695Liabilities 2023: $699,536Net Assets 2023: $11,044,1592023

Highlighted filing

2014

Assets$6,809,310
Liabilities$145,072
Net Assets$6,664,238
Open 2014 Filing

Operations Trend

Revenue Growth66th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0Revenue 2011: $3,157,659Expenses 2011: $2,567,818Net Income 2011: $589,8412011Expenses 2012: $2,699,4602012Expenses 2013: $3,574,8162013Revenue 2014: $4,262,749Expenses 2014: $3,635,101Net Income 2014: $627,6482014Revenue 2015: $4,653,465Expenses 2015: $4,214,227Net Income 2015: $439,2382015Revenue 2016: $4,523,463Expenses 2016: $3,990,326Net Income 2016: $533,1372016Revenue 2017: $4,967,961Expenses 2017: $4,609,776Net Income 2017: $358,1852017Revenue 2018: $4,715,623Expenses 2018: $4,438,000Net Income 2018: $277,6232018Revenue 2019: $4,842,546Expenses 2019: $4,733,161Net Income 2019: $109,3852019Revenue 2020: $4,734,456Expenses 2020: $4,710,840Net Income 2020: $23,6162020Revenue 2021: $4,686,736Expenses 2021: $4,436,212Net Income 2021: $250,5242021Revenue 2022: $5,776,463Expenses 2022: $5,337,932Net Income 2022: $438,5312022Revenue 2023: $6,044,138Expenses 2023: $5,635,777Net Income 2023: $408,3612023

Highlighted filing

2014

Revenue$4,262,749
Expenses$3,635,101
Net Income$627,648
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 31, 2014
Return Version
2013v3.1
Gross Receipts
$4,262,749
Mission and Program Overview

Mission

Education of mentally and/or physically disabled adults.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,999,634$3,190,435▲ $190,801
Savings and Temporary Cash Investments$2,074,270$2,299,418▲ $225,148
Accounts Receivable$364,622$470,704▲ $106,082
Prepaid Expenses and Deferred Charges$78,101$52,485▼ $25,616
Intangible Assets$21,834$19,834▼ $2,000
Inventories for Sale or Use$3,313$2,736▼ $577
Cash and Non-Interest-Bearing Accounts$3,122$1,423▼ $1,699
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Total Assets$6,295,297$6,809,310▲ $514,013
Other Assets Total$750,401$772,275▲ $21,874
Liabilities
Accounts Payable and Accrued Expenses$258,707$145,072▼ $113,635
Total Liabilities$258,707$145,072▼ $113,635
Net Assets / Fund Balance
Unrestricted Net Assets$6,026,590$6,654,238▲ $627,648
Permanently Rstr Net Assets$10,000$10,000→ $0
Total Net Assets Fund Balance$6,036,590$6,664,238▲ $627,648
Total Liabilities and Net Assets / Fund Balance$6,295,297$6,809,310▲ $514,013

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,566,212$697,873$2,264,085
Land$1,106,081-$1,106,081
Equipment$236,300$443,970$680,270
Leasehold Improvements$266,739$304,345$571,084
Other Land Buildings$15,103$39,836$54,939
Other Assets Org$1,083--
Compensation and Service Providers
Top Officer Pay19th percentile

Board Members and Trustees

NameTitle
Jason CybulskiPresident
Derron DikeVice President
Charles TenborgDirector
Kevin EzellDirector
Patty MaxsonDirector
Teri ElmoreDirector
Lynn MundeeSecretary/treas
Revenue and Support

Revenue Composition

Contributions and Grants
$911,365
Program Service Revenue
$3,220,315
Investment Income
$119,613
Other Revenue
$11,456
All Other Contributions
$68,184
Change in Net Assets
$627,648
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,345,055
Other Expenses$1,038,546
Grants and Similar Amounts Paid$251,500
Total Fundraising Expense$19,582
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,967,424$89,503-$2,056,927
Grants to Domestic Orgs$251,500--$251,500
Other Employee Benefits$127,615$44,699-$172,314
All Other Expenses$130,796$25,785-$156,581
Depreciation Depletion$114,319$12,480-$126,799
Payroll Taxes$93,425$22,389-$115,814
Insurance$89,983$16,052-$106,035
Occupancy$97,285$6,559-$103,844
Fees for Services Management-$102,000-$102,000
Other Expenses$38,850$9,987-$48,837
Fees for Services Other$10,510$15,048-$25,558
Fees for Services Accounting$12,398$12,501-$24,899
Advertising-$3,188$19,582$22,770
Fees for Services Legal-$14,972-$14,972
Office Expenses$3,187$3,827-$7,014
Travel$4,438$205-$4,643
Interest$420--$420
Total Functional Expenses$3,224,702$390,817$19,582$3,635,101
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
46-1792073-501(c)(3)Donor Advised Grants$251,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“Tax returns are prepared by cpa and organization's bookkeeper, executive director, audit committee and board of directors review tax returns prior to filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Each employee completes and signs a written conflict of interest disclosure document annually.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“The full board annually conducts a formal review process for the executive director and also reviews salary and agrees on any salary adjustments.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“A public disclosure copy of the organization's bylaws, policies, and audited financial statements are available upon request.”

Filing and Contact Details

Filer

EIN
20-0022378
Phone
8055439383

Signing Officer

Name
Crystal Nevosh
Title
Director
Signed
2014-10-31
Discuss with paid preparer
Yes

Organization Details

Formed
1957
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
98
Volunteers
5

Preparer

Preparer
Robert P Crosby CPA
Phone
8055436100
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IRS990/Desc0ACHIEVEMENT HOUSE, INC. PROVIDES A CONTINUUM OF INNOVATIVE VOCATIONAL AND RESIDENTIAL PROGRAMS TO ADULTS WITH MENTAL AND/OR PHYSICAL DISABILITIES IN SAN LUIS OBISPO COUNTY TO MAXIMIZE EMPLOYABILITY AND INDEPENDENCE, BY PROMOTING PERSONAL CHALLENGE AND PRODUCTIVITY IN THE LEAST RESTRICTIVE ENVIRONMENT AND BY PROVIDING; EDUCATIONAL PROGRAMS, REHABILITATION WORKSHOPS, VOCATIONAL TRAINING AND LIVING SKILLS TRAINING FOR INDEPENDENT LIVING OF CONSUMERS.
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IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt044699
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0127615
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0172314
IRS990/OtherExpensesGrp/Desc0MATERIALS
IRS990/OtherExpensesGrp/Desc1VEHICLE EXPENSE
IRS990/OtherExpensesGrp/Desc2EQUIP RENT
IRS990/OtherExpensesGrp/Desc3REPAIRS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0321
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt16634
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt24667
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt39987
IRS990/OtherExpensesGrp/ProgramServicesAmt0150843
IRS990/OtherExpensesGrp/ProgramServicesAmt183310
IRS990/OtherExpensesGrp/ProgramServicesAmt248399
IRS990/OtherExpensesGrp/ProgramServicesAmt338850
IRS990/OtherExpensesGrp/TotalAmt0151164
IRS990/OtherExpensesGrp/TotalAmt189944
IRS990/OtherExpensesGrp/TotalAmt253066
IRS990/OtherExpensesGrp/TotalAmt348837
IRS990/OtherRevenueMiscGrp/Desc0MISC REIMBURSED EXPENSES
IRS990/OtherRevenueMiscGrp/ExclusionAmt011456
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt011456
IRS990/OtherRevenueTotalAmt011456
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt089503
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01967424
IRS990/OtherSalariesAndWagesGrp/TotalAmt02056927
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt022389
IRS990/PayrollTaxesGrp/ProgramServicesAmt093425
IRS990/PayrollTaxesGrp/TotalAmt0115814
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt010000
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt010000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt078101
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt052485
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0PRODUCTION INCOME
IRS990/ProgramServiceRevenueGrp/Desc1REHAB/SUPPORTED EMPLOYMNT
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01218429
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12001886
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01218429
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12001886
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0770036
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0500000
IRS990/PYInvestmentIncomeAmt0119762
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01059990
IRS990/PYOtherRevenueAmt06329
IRS990/PYProgramServiceRevenueAmt02924491
IRS990/PYRevenuesLessExpensesAmt0245802
IRS990/PYSalariesCompEmpBnftPaidAmt02014826
IRS990/PYTotalExpensesAmt03574816
IRS990/PYTotalRevenueAmt03820618
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0627648
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02074270
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02299418
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0911365
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0770036
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0821855
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0769613
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0762413
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04035282
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0119613
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0119762
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt061085
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0118007
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0150612
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0569079
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt011456
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt06329
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt08314
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt020866
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt07148
IRS990ScheduleA/OtherIncome170Grp/TotalAmt054113
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.86620
IRS990ScheduleA/PublicSupportPY170Pct00.86300
IRS990ScheduleA/PublicSupportTotal170Amt04035282
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0911365
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0770036
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0821855
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0769613
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0762413
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04035282
IRS990ScheduleA/TotalSupportAmt04658474
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt01566212
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0697873
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02264085
IRS990ScheduleD/EquipmentGrp/BookValueAmt0236300
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0443970
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0680270
IRS990ScheduleD/LandGrp/BookValueAmt01106081
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01106081
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0266739
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0304345
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0571084
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt017817
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1753375
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt21083
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1PARTNERSHIP INVESTMENT - MDC
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2PARTNERSHIP INVESTMENT - RECHE CANYON
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt015103
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt039836
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt054939
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03190435
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0772275
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0251500
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0DONOR ADVISED GRANTS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10BLUE GREEN INVESTMENT INC
IRS990ScheduleI/RecipientTable/RecipientEIN0461792073
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10496 LINNE ROAD
IRS990ScheduleI/RecipientTable/USAddress/City0PASO ROBLES
IRS990ScheduleI/RecipientTable/USAddress/State0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode093446
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0DONOR ADVISED GRANTS
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,809,310
Liabilities
$145,072
Net assets
$6,664,238
Revenue
$4,262,749
Expenses
$3,635,101
Net income
$627,648
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.
2023Detailed filing. Detailed filing data is available for this year.$11.7$0.70$11.0$6.04$5.64$0.41
2022Detailed filing. Detailed filing data is available for this year.$9.22$0.13$9.09$5.78$5.34$0.44
2021Detailed filing. Detailed filing data is available for this year.$9.59$0.93$8.66$4.69$4.44$0.25
2020Detailed filing. Detailed filing data is available for this year.$9.37$0.96$8.41$4.73$4.71$0.02
2019Detailed filing. Detailed filing data is available for this year.$8.44$0.06$8.38$4.84$4.73$0.11
2018Detailed filing. Detailed filing data is available for this year.$8.35$0.08$8.27$4.72$4.44$0.28
2017Detailed filing. Detailed filing data is available for this year.$8.11$0.11$7.99$4.97$4.61$0.36
2016Detailed filing. Detailed filing data is available for this year.$7.82$0.18$7.64$4.52$3.99$0.53
2015Detailed filing. Detailed filing data is available for this year.$7.34$0.23$7.10$4.65$4.21$0.44
2014Detailed filing. Detailed filing data is available for this year.$6.81$0.15$6.66$4.26$3.64$0.63
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.30$0.26$6.04$3.57
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.95$0.16$5.79$2.70
2011Summary only. Only limited summary data is available for this year.$5.24$0.16$5.08$3.16$2.57$0.59