Civic Intelligence

Alegria Community Living

990 • Fiscal year 2015 • EIN 20-3057657

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 11, 2016

Organization ProfileWWW.ALEGRIACL.ORG
410 Seventh Street No 203Oakland, CA 94607

(510) 287-8488

Siviq Scores

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

Liabilities / Assets

69th percentile

0.41x

Higher debt load relative to assets than 69% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

27th percentile

0.07x

Higher debt load relative to revenue than 27% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

42nd percentile

0.7%

Higher net margin than 42% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

48th percentile

$116,200

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Asset Growth

63rd percentile

4.4%

Faster asset growth than 63% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

37th percentile

-0.4%

Faster revenue growth than 37% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$974,198

Up $40,896 (+4.4%) from 2014

Net Assets

Up

$573,188

Up $39,785 (+7.5%) from 2014

Liabilities

Up

$401,010

Up $1,111 (+0.3%) from 2014

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin42nd percentile

Revenue

Down

$5,936,267

Down $23,908 (-0.4%) from 2014

Expenses

Down

$5,896,482

Down $69,557 (-1.2%) from 2014

Net Income

Up

$39,785

Up $45,649 (+778%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $1,241,058Liabilities 2010: $694,956Net Assets 2010: $546,1022010Assets 2011: $1,242,756Liabilities 2011: $586,538Net Assets 2011: $656,2182011Assets 2012: $1,011,186Liabilities 2012: $392,875Net Assets 2012: $618,3112012Assets 2013: $923,022Liabilities 2013: $383,755Net Assets 2013: $539,2672013Assets 2014: $933,302Liabilities 2014: $399,899Net Assets 2014: $533,4032014Assets 2015: $974,198Liabilities 2015: $401,010Net Assets 2015: $573,1882015Assets 2016: $1,024,486Liabilities 2016: $458,414Net Assets 2016: $566,0722016Assets 2017: $1,242,192Liabilities 2017: $514,147Net Assets 2017: $728,0452017Assets 2018: $1,590,141Liabilities 2018: $614,585Net Assets 2018: $975,5562018Assets 2019: $2,029,637Liabilities 2019: $571,423Net Assets 2019: $1,458,2142019Assets 2020: $2,596,563Liabilities 2020: $567,784Net Assets 2020: $2,028,7792020Assets 2021: $3,406,850Liabilities 2021: $660,680Net Assets 2021: $2,746,1702021Assets 2022: $3,753,058Liabilities 2022: $703,026Net Assets 2022: $3,050,0322022Assets 2023: $4,966,081Liabilities 2023: $1,659,847Net Assets 2023: $3,306,2342023Assets 2024: $4,391,898Liabilities 2024: $2,395,044Net Assets 2024: $1,996,8542024

Highlighted filing

2015

Assets$974,198
Liabilities$401,010
Net Assets$573,188
Open 2015 Filing

Operations Trend

Revenue Growth37th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $4,735,3322010Expenses 2011: $5,342,0492011Expenses 2012: $5,927,5962012Expenses 2013: $6,020,6102013Revenue 2014: $5,960,175Expenses 2014: $5,966,039Net Income 2014: -$5,8642014Revenue 2015: $5,936,267Expenses 2015: $5,896,482Net Income 2015: $39,7852015Revenue 2016: $6,056,000Expenses 2016: $6,063,115Net Income 2016: -$7,1152016Revenue 2017: $6,487,573Expenses 2017: $6,332,684Net Income 2017: $154,8892017Revenue 2018: $7,249,989Expenses 2018: $7,002,478Net Income 2018: $247,5112018Revenue 2019: $8,123,354Expenses 2019: $7,640,696Net Income 2019: $482,6582019Revenue 2020: $8,616,768Expenses 2020: $8,046,203Net Income 2020: $570,5652020Revenue 2021: $9,380,022Expenses 2021: $8,673,067Net Income 2021: $706,9552021Revenue 2022: $9,462,078Expenses 2022: $9,168,999Net Income 2022: $293,0792022Revenue 2023: $10,417,874Expenses 2023: $10,172,385Net Income 2023: $245,4892023Revenue 2024: $10,620,114Expenses 2024: $11,929,494Net Income 2024: -$1,309,3802024

Highlighted filing

2015

Revenue$5,936,267
Expenses$5,896,482
Net Income$39,785
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 11, 2016
Return Version
2014v6.0
Gross Receipts
$5,937,323
Mission and Program Overview

Mission

To create and sustain high-quality community living services and supports which are stable, secure, and lasting for people with developmental disabilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$396,968$386,887▼ $10,081
Cash and Non-Interest-Bearing Accounts$143,461$212,051▲ $68,590
Inventories for Sale or Use$101,487$101,487→ $0
Land, Buildings, and Equipment, Net$111,711$87,219▼ $24,492
Prepaid Expenses and Deferred Charges$75,010$81,489▲ $6,479
Total Assets$933,302$974,198▲ $40,896
Other Assets Total$104,665$105,065▲ $400
Liabilities
Accounts Payable and Accrued Expenses$288,458$279,160▼ $9,298
Mortgage Notes Payable Secured by Investment Property$101,423$101,423→ $0
Other Liabilities$9,321$20,427▲ $11,106
Deferred Revenue$697$0▼ $697
Total Liabilities$399,899$401,010▲ $1,111
Net Assets / Fund Balance
Unrestricted Net Assets$533,403$573,188▲ $39,785
Total Net Assets Fund Balance$533,403$573,188▲ $39,785
Total Liabilities and Net Assets / Fund Balance$933,302$974,198▲ $40,896

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$87,219$539,150$626,369
Other Assets Org$101,423--
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Karen TotoExective DirectorFT$109,000$7,200$116,200

Board Members and Trustees

NameTitle
Sheryl KuhnChairperson
Tony SerpaVice Chairperson
Carol BohnsackMember
Caroline SmithMember
Diana JorgensenMember
Jeanne KingMember
Jennifer StenebergMember
Richard CaldwellMember
Patricia MoixSecretary
Maureen WrightTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,012
Program Service Revenue
$5,907,172
Investment Income
$25,288
Other Revenue
$795
All Other Contributions
$3,012
Change in Net Assets
$39,785

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,936,267
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$5,936,267
Total Revenue per Form 990
$5,936,267
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,821,230
Other Expenses$2,075,252
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,907,865$51,258-$2,959,123
Other Employee Benefits$722,166$17,089-$739,255
Insurance$173,444$12,416-$185,860
Current Officers, Directors, Trustees, and Key Employees$107,112$1,888-$109,000
Depreciation Depletion$53,706$1,520-$55,226
Office Expenses$43,433$6,618-$50,051
Occupancy-$45,020-$45,020
Other Expenses$18,904$23,372-$42,276
All Other Expenses$28,865$2,986-$31,851
Payroll Taxes$12,609$1,243-$13,852
Interest$2,989--$2,989
Total Functional Expenses$5,727,991$168,491$0$5,896,482

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,896,482
Total Expenses per Audited Statements$5,896,482
Total Expenses per Form 990$5,896,482
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Liabilities$17,761
Deferred Rent$2,666
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“MARK SHAHBAZIAN, CPA”

Form 990, Part VI, Section B, Line 11

“The board of directors review the tax return before it is finalized.”

Form 990, Part VI, Section B, Line 12C

“Hr manager and ed handle all issues.”

Form 990, Part VI, Section B, Line 15

“Key employee salaries were determined by first reviewing the 2005 compensation and benefits survey for non-profit organizations, reviewed with the board of directors, a scale was drafted and then approved by the board. Alegria salaries are typically in the mid-range of this survey (allowing room for growth). There have been no salary increases for the past 5 years.”

Form 990, Part VI, Section C, Line 19

“All documents and statements are available for public inspection upon request.”

Filing and Contact Details

Filer

Filer Name
Alegria Community Living
EIN
20-3057657
Phone
5102878488
Address
410 SEVENTH STREET NO 203, OAKLAND, CA 94607

Signing Officer

Name
Karen Toto
Title
Executive Director
Phone
5102878488
Signed
2016-02-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Karen Toto
Formed
2005
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
106
Volunteers
0

Preparer

Firm
Burr Pilger Mayer Inc
Address
2000 UNIVERSITY AVE 201, EAST PALO ALTO, CA 94303
Preparer
Tamara L Mcinerney
Phone
6508556800
Supplemental Narrative

Additional Explanations

Part XII, Line 2C

“No changes have been made from prior year.”

Financial Statement Notes

PART X, LINE 2:

“No provision has been made for income taxes as alegria is exempt from federal income tax under internal revenue code section 501(c)(3) and state income taxes under senction 23701(d) of the california revenue taxation code. Alegria is not classified by the internal revenue service as a private foundation.”

Raw XML AppendixShowing 400 of 473 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0288458
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0279160
IRS990/AccountsReceivableGrp/BOYAmt0396968
IRS990/AccountsReceivableGrp/EOYAmt0386887
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO CREATE AND SUSTAIN HIGH-QUALITY COMMUNITY LIVING SERVICES AND SUPPORTS WHICH ARE STABLE, SECURE, AND LASTING FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES.
IRS990/AllOtherContributionsAmt03012
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt02986
IRS990/AllOtherExpensesGrp/ProgramServicesAmt028865
IRS990/AllOtherExpensesGrp/TotalAmt031851
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/PersonNm0KITTY YAU
IRS990/BooksInCareOfDetail/PhoneNum05102878488
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0410 SEVENTH STREET SUITE 203
IRS990/BooksInCareOfDetail/USAddress/CityNm0OAKLAND
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094607
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0143461
IRS990/CashNonInterestBearingGrp/EOYAmt0212051
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt01888
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0107112
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0109000
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt03012
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt025288
IRS990/CYOtherExpensesAmt02075252
IRS990/CYOtherRevenueAmt0795
IRS990/CYProgramServiceRevenueAmt05907172
IRS990/CYRevenuesLessExpensesAmt039785
IRS990/CYSalariesCompEmpBnftPaidAmt03821230
IRS990/CYTotalExpensesAmt05896482
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt05936267
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0697
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt01520
IRS990/DepreciationDepletionGrp/ProgramServicesAmt053706
IRS990/DepreciationDepletionGrp/TotalAmt055226
IRS990/Desc0ALEGRIA COMMUNITY LIVING CURRENTLY HAS ALL 7 HOMES IN FULL OPERATION. 2 OF THE HOMES SERVE 4 INDIVIDUALS (AND WOULD BE CONSIDERED THE LARGEST PROGRAM SERVICES . IT IS IMPORTANT TO NOTE THAT BEDS MAY BE FUNDED EVEN IF VACANT PROVIDED THAT SOMEONE HAS BEEN IDENTIFIED AS BEING IN TRANSITION (AS WE SERVE INDIVIDUALS MOVING TO THE COMMUNITY FROM A LOCKED DEVELOPMENTAL CENTER). THE OTHER HOMES HAVE THE CAPACITY TO SERVE 3 INDIVIDUALS (ONLY ONE HOME IS CURRENTLY SERVING 2 INDIVIDUALS). ALEGRIA PROVIDES INDIVIDUALIZED RESIDENTIAL SERVICES, INCLUDING BUT NOT LIMITED TO 24-HOUR STAFFING (BASED ON THE INDIVIDUAL'S NEEDS). TYPICAL STAFFING IS 2-3 STAFF AT ALL TIMES (THIS INCLUDES 2 OVERNIGHT AWAKE STAFF IN HOMES WHERE REQUIRED). STAFF PREPARE MEALS, PROVIDE TRANSPORTATION TO DAY PROGRAM, OUTINGS IN THE COMMUNITY AND TO MEDICAL APPOINTMENTS, PROVIDE FULL ASSISTANCE WITH ACTIVITIES OF DAILY LIVING (BATHING, TOILETING, GROOMING), COMMUNITY INTEGRATION, SUPPORT AND TRAINING TOWARDS INDIVIDUALIZED GOALS, AND SUPERVISION AS REQUIRED. THE PROGRAM SERVICE ACCOMPLISHMENTS STAFF MAINTAIN THE HOME(CLEANING, ORGANIZING, ETC.), CHART ALL PROGRESS/CONCERNS REGARDING THE RESIDENTS AND ATTEND MEETINGS AND TRAININGS AS REQUIRED. ALEGRIA HAS A MANAGER OF HEALTH SERVICE (AN RN) AND CONTRACTED WITH A TEAM OF PSYD, WHO VISIT THE HOMES REGULARLY, PROVIDE BEHAVIORAL AND HEALTH CARE PLANS FOR THE RESIDENTS AND TRAIN STAFF TO IMPLEMENT THESE PLANS. ALEGRIA ALSO HAS THE FOLLOWING CONSULTANTS:MASSAGE THERAPYMUSIC THERAPYHOLISTIC CHEF (WHO TRAINS STAFF TO COOK NUTRITIOUS MEALS)REGISTERED DIETICIANREGISTERED PSYCHIATRISTSPEECH THERAPY
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt0106
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt05727991
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form1098CFiledInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form8899Filedind00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1040.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt107200
IRS990/Form990PartVIISectionAGrp/PersonNm0CAROL BOHNSACK
IRS990/Form990PartVIISectionAGrp/PersonNm1CAROLINE SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm2DIANA JORGENSEN
IRS990/Form990PartVIISectionAGrp/PersonNm3JEANNE KING
IRS990/Form990PartVIISectionAGrp/PersonNm4RICHARD CALDWELL
IRS990/Form990PartVIISectionAGrp/PersonNm5PATRICIA MOIX
IRS990/Form990PartVIISectionAGrp/PersonNm6JENNIFER STENEBERG
IRS990/Form990PartVIISectionAGrp/PersonNm7SHERYL KUHN
IRS990/Form990PartVIISectionAGrp/PersonNm8MAUREEN WRIGHT
IRS990/Form990PartVIISectionAGrp/PersonNm9TONY SERPA
IRS990/Form990PartVIISectionAGrp/PersonNm10KAREN TOTO
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10109000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt8TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt10EXECTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02005
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt025272
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt026328
IRS990/GrossReceiptsAmt05937323
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt012416
IRS990/InsuranceGrp/ProgramServicesAmt0173444
IRS990/InsuranceGrp/TotalAmt0185860
IRS990/InterestGrp/ProgramServicesAmt02989
IRS990/InterestGrp/TotalAmt02989
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0101487
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0101487
IRS990/InvestmentIncomeGrp/ExclusionAmt016
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt016
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt020
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0539150
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0111711
IRS990/LandBldgEquipBasisNetGrp/EOYAmt087219
IRS990/LandBldgEquipCostOrOtherBssAmt0626369
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt01056
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO CREATE AND SUSTAIN HIGH-QUALITY COMMUNITY LIVING SERVICES AND SUPPORTS WHICH ARE STABLE, SECURE, AND LASTING FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0101423
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0101423
IRS990/NetAssetsOrFundBalancesBOYAmt0533403
IRS990/NetAssetsOrFundBalancesEOYAmt0573188
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt025272
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt025272
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt045020
IRS990/OccupancyGrp/TotalAmt045020
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06618
IRS990/OfficeExpensesGrp/ProgramServicesAmt043433
IRS990/OfficeExpensesGrp/TotalAmt050051
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0104665
IRS990/OtherAssetsTotalGrp/EOYAmt0105065
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt017089
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0722166
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0739255
IRS990/OtherExpensesGrp/Desc0LEASE EXPENSES
IRS990/OtherExpensesGrp/Desc1PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc2RECRUITMENT AND TRAININ
IRS990/OtherExpensesGrp/Desc3CONTRACT LABOR
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11222
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt23859
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt323372
IRS990/OtherExpensesGrp/ProgramServicesAmt0933217
IRS990/OtherExpensesGrp/ProgramServicesAmt1683087
IRS990/OtherExpensesGrp/ProgramServicesAmt240594
IRS990/OtherExpensesGrp/ProgramServicesAmt318904
IRS990/OtherExpensesGrp/TotalAmt0933217
IRS990/OtherExpensesGrp/TotalAmt1684309
IRS990/OtherExpensesGrp/TotalAmt244453
IRS990/OtherExpensesGrp/TotalAmt342276
IRS990/OtherLiabilitiesGrp/BOYAmt09321
IRS990/OtherLiabilitiesGrp/EOYAmt020427
IRS990/OtherRevenueMiscGrp/BusinessCd0623000
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0795
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0795
IRS990/OtherRevenueTotalAmt0795
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt051258
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02907865
IRS990/OtherSalariesAndWagesGrp/TotalAmt02959123
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01243
IRS990/PayrollTaxesGrp/ProgramServicesAmt012609
IRS990/PayrollTaxesGrp/TotalAmt013852
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt075010
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt081489
IRS990/PrincipalOfficerNm0KAREN TOTO
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/Desc0RESIDENTIAL SERVICE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05907172
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05907172
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01576
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt012
IRS990/PYOtherExpensesAmt02181032
IRS990/PYOtherRevenueAmt0491
IRS990/PYProgramServiceRevenueAmt05958096
IRS990/PYRevenuesLessExpensesAmt0-5864
IRS990/PYSalariesCompEmpBnftPaidAmt03785007
IRS990/PYTotalExpensesAmt05966039
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05960175
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt039785
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt05933239
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03012
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01576
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt06088
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt016
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt012
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt011
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt080
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0319
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0438
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt05907172
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt05958096
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt05939830
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt05881047
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt05450389
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt029136534
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt016
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt012
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt011
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt080
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0319
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0438
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0795
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0491
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0725
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt01145
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt01457
IRS990ScheduleA/OtherIncome509Grp/TotalAmt04613
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportPY509Pct00.99970
IRS990ScheduleA/PublicSupportTotal509Amt029142622
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt05910184
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt05959672
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt05940830
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt05881547
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt05450389
IRS990ScheduleA/Total509Grp/TotalAmt029142622
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt05910995
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt05960175
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt05941566
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt05882772
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt05452165
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt029147673
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt087219
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0539150
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0626369
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt05896482
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt03642
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1101423
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1ADVANCE TO REGIONAL CENTER OF THE EAST BAY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02666
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt117761
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEFERRED RENT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1OTHER LIABILITIES
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt05936267
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0NO PROVISION HAS BEEN MADE FOR INCOME TAXES AS ALEGRIA IS EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND STATE INCOME TAXES UNDER SENCTION 23701(D) OF THE CALIFORNIA REVENUE TAXATION CODE. ALEGRIA IS NOT CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS A PRIVATE FOUNDATION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt087219
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0105065
IRS990ScheduleD/TotalExpensesPerForm990Amt05896482
IRS990ScheduleD/TotalLiabilityAmt020427
IRS990ScheduleD/TotalRevenuePerForm990Amt05936267
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05936267
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05896482
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MARK SHAHBAZIAN, CPA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS REVIEW THE TAX RETURN BEFORE IT IS FINALIZED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2HR MANAGER AND ED HANDLE ALL ISSUES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3KEY EMPLOYEE SALARIES WERE DETERMINED BY FIRST REVIEWING THE 2005 COMPENSATION AND BENEFITS SURVEY FOR NON-PROFIT ORGANIZATIONS, REVIEWED WITH THE BOARD OF DIRECTORS, A SCALE WAS DRAFTED AND THEN APPROVED BY THE BOARD. ALEGRIA SALARIES ARE TYPICALLY IN THE MID-RANGE OF THIS SURVEY (ALLOWING ROOM FOR GROWTH). THERE HAVE BEEN NO SALARY INCREASES FOR THE PAST 5 YEARS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL DOCUMENTS AND STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO CHANGES HAVE BEEN MADE FROM PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PART XII, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$974,198
Liabilities
$401,010
Net assets
$573,188
Revenue
$5,936,267
Expenses
$5,896,482
Net income
$39,785
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.39$2.40$2.00$10.6$11.9$1.31
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.97$1.66$3.31$10.4$10.2$0.25
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.75$0.70$3.05$9.46$9.17$0.29
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.41$0.66$2.75$9.38$8.67$0.71
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.60$0.57$2.03$8.62$8.05$0.57
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.03$0.57$1.46$8.12$7.64$0.48
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.59$0.61$0.98$7.25$7.00$0.25
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$0.51$0.73$6.49$6.33$0.15
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.46$0.57$6.06$6.06$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.97$0.40$0.57$5.94$5.90$0.04
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.93$0.40$0.53$5.96$5.97$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.92$0.38$0.54$6.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.01$0.39$0.62$5.93
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.24$0.59$0.66$5.34
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.24$0.69$0.55$4.74
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • $5M-$10M nonprofits