Civic Intelligence

My Choice Foundation

990 • Fiscal year 2018 • EIN 20-5326593

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 14, 2019

Organization ProfileN/A

View Organization Page

PO Box 580631Elk Grove, CA 95758-0011

(916) 394-1068

Siviq Scores

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

Liabilities / Assets

90th percentile

0.94x

Higher debt load relative to assets than 90% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

92nd percentile

3.92x

Higher debt load relative to revenue than 92% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

56th percentile

4.7%

Higher net margin than 56% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

58th percentile

$199,965

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 8.2% of source-year revenue.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

46th percentile

0.9%

Faster asset growth than 46% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

45th percentile

2.6%

Faster revenue growth than 45% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets90th percentile

Assets

Up

$10,187,880

Up $93,479 (+0.9%) from 2017

Net Assets

Up

$607,540

Up $114,443 (+23%) from 2017

Liabilities

Down

$9,580,340

Down $20,964 (-0.2%) from 2017

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin56th percentile

Revenue

Up

$2,441,409

Up $62,574 (+2.6%) from 2017

Expenses

Down

$2,326,965

Down $40,225 (-1.7%) from 2017

Net Income

Up

$114,444

Up $102,799 (+883%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$30M$20M$10M$0Assets 2011: $6,873,384Liabilities 2011: $6,760,476Net Assets 2011: $112,9082011Assets 2012: $7,768,642Liabilities 2012: $7,573,162Net Assets 2012: $195,4802012Assets 2013: $8,394,435Liabilities 2013: $8,156,170Net Assets 2013: $238,2652013Assets 2014: $8,828,258Liabilities 2014: $8,502,920Net Assets 2014: $325,3382014Assets 2015: $10,773,872Liabilities 2015: $10,327,589Net Assets 2015: $446,2832015Assets 2016: $9,604,770Liabilities 2016: $9,123,319Net Assets 2016: $481,4512016Assets 2017: $10,094,401Liabilities 2017: $9,601,304Net Assets 2017: $493,0972017Assets 2018: $10,187,880Liabilities 2018: $9,580,340Net Assets 2018: $607,5402018Assets 2019: $11,405,883Liabilities 2019: $10,717,329Net Assets 2019: $688,5542019Assets 2020: $18,414,642Liabilities 2020: $17,603,449Net Assets 2020: $811,1932020Assets 2021: $19,423,109Liabilities 2021: $18,553,431Net Assets 2021: $869,6782021Assets 2022: $19,247,096Liabilities 2022: $18,341,547Net Assets 2022: $905,5492022Assets 2023: $18,989,575Liabilities 2023: $17,931,115Net Assets 2023: $1,058,4602023Assets 2024: $20,726,616Liabilities 2024: $19,439,702Net Assets 2024: $1,286,9142024

Highlighted filing

2018

Assets$10,187,880
Liabilities$9,580,340
Net Assets$607,540
Open 2018 Filing

Operations Trend

Revenue Growth45th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,843,684Expenses 2011: $1,851,995Net Income 2011: -$8,3112011Revenue 2012: $2,124,737Expenses 2012: $2,042,165Net Income 2012: $82,5722012Revenue 2013: $2,195,300Expenses 2013: $2,152,515Net Income 2013: $42,7852013Revenue 2014: $2,268,410Expenses 2014: $2,181,511Net Income 2014: $86,8992014Revenue 2015: $2,365,732Expenses 2015: $2,244,787Net Income 2015: $120,9452015Revenue 2016: $2,384,751Expenses 2016: $2,349,581Net Income 2016: $35,1702016Revenue 2017: $2,378,835Expenses 2017: $2,367,190Net Income 2017: $11,6452017Revenue 2018: $2,441,409Expenses 2018: $2,326,965Net Income 2018: $114,4442018Revenue 2019: $2,577,871Expenses 2019: $2,496,857Net Income 2019: $81,0142019Revenue 2020: $2,696,944Expenses 2020: $2,574,305Net Income 2020: $122,6392020Revenue 2021: $2,665,170Expenses 2021: $2,606,992Net Income 2021: $58,1782021Revenue 2022: $2,686,994Expenses 2022: $2,651,121Net Income 2022: $35,8732022Revenue 2023: $3,037,619Expenses 2023: $2,884,708Net Income 2023: $152,9112023Revenue 2024: $3,083,465Expenses 2024: $2,855,011Net Income 2024: $228,4542024

Highlighted filing

2018

Revenue$2,441,409
Expenses$2,326,965
Net Income$114,444
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 14, 2019
Return Version
2018v3.1
Gross Receipts
$2,441,409
Mission and Program Overview

Mission

Help enrich the lives of the developmentally disabled to allow them to live independently to the best of their abilities

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$355,472$381,506▲ $26,034
Accounts Receivable$199,373$206,178▲ $6,805
Land, Buildings, and Equipment, Net$53,138$62,904▲ $9,766
Savings and Temporary Cash Investments-$50,000-
Prepaid Expenses and Deferred Charges$28,295$40,641▲ $12,346
Total Assets$10,094,401$10,187,880▲ $93,479
Other Assets Total$9,458,123$9,446,651▼ $11,472
Liabilities
Other Liabilities$9,449,396$9,437,924▼ $11,472
Accounts Payable and Accrued Expenses$110,468$100,563▼ $9,905
Deferred Revenue$41,440$41,853▲ $413
Total Liabilities$9,601,304$9,580,340▼ $20,964
Net Assets / Fund Balance
Unrestricted Net Assets$493,097$607,540▲ $114,443
Total Net Assets Fund Balance$493,097$607,540▲ $114,443
Total Liabilities and Net Assets / Fund Balance$10,094,401$10,187,880▲ $93,479

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$59,825$188,225$248,050
Leasehold Improvements$3,079$3,520$6,599
Land$0--
Other Assets Org$9,437,924--
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Danielle Robertson--$147,181$61,474$208,655
Danielle RobertsonExecutive DirectorFT$167,756$32,209$199,965
Eric Brown--$131,320$55,388$186,708
Eric BrownTreasurer-$150,252$28,848$179,100
Gary MontgomeryPresidentFT$100,447$19,286$119,733

Board Members and Trustees

NameTitle
Bruce CampbellDirector
Vince SalesDirector
Debbie SantiagoSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,438,909
Investment Income
$0
Other Revenue
$2,500
Change in Net Assets
$114,444

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,441,409
Total Revenue per Audited Statements
$2,441,409
Total Revenue per Form 990
$2,441,409
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,364,328
Other Expenses$962,637
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$624,357$31,356$0$655,713
Current Officers, Directors, Trustees, and Key Employees$260,993$157,462$0$418,455
All Other Expenses$320,707$0$0$320,707
Office Expenses$248,028$0$0$248,028
Other Employee Benefits$127,765$27,190$0$154,955
Occupancy$106,230$10,853$0$117,083
Fees for Services Other$86,600$0$0$86,600
Payroll Taxes$68,546$14,728$0$83,274
Pension Plan Contributions$42,868$9,063$0$51,931
Fees for Services Accounting$0$45,599$0$45,599
Information Technology$41,403$0$0$41,403
Insurance$26,878$5,772$0$32,650
Depreciation Depletion$21,004$0$0$21,004
Travel$7,616$1,713$0$9,329
Other Expenses$5,196$0$0$5,196
Conferences and Meetings$0$3,977$0$3,977
Total Functional Expenses$2,019,252$307,713$0$2,326,965

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,326,966
Total Expenses per Audited Statements$2,326,966
Total Expenses per Form 990$2,326,966
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Friends of North Bay Regional CenterNapa, CA-Fire Victims Fund-
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

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Gary MontgomeryBoard PresidentSoftware Lease CostsNo$311,002
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Client Trust Accounts$9,437,924
Governance and Compliance

Governance Checklist

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

Filer

Filer Name
My Choice Foundation
EIN
20-5326593
Phone
9163941068
Address
PO BOX 580631, ELK GROVE, CA 95758-0011

Signing Officer

Name
Danielle Roberston
Title
Executive Director
Phone
9163941068
Signed
2019-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gary Montgomery
Formed
2006
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
18
Volunteers
0

Preparer

Firm
Dale G Sloss CPA A Professional Corp
Address
PO Box 217, Penryn, CA 95663-0217
Preparer
Dale G Sloss
Phone
9167696784
Supplemental Narrative

Additional Explanations

Pt VI, Line 2

“Gary Montgomery and Tracy Stein are married.”

Pt VI, Line 8B

“The Board does not have any separate committees.”

Pt VI, Line 11B

“Officers review return before it is e-filed. The Board is is provided a copy upon request.”

Pt VI, Line 18

“A copy is furnished upon request.”

Pt VI, Line 19

“A copy is furnished upon request.”

Form 990, Part IX, Line 24E

“Repairs & maintenance 6360. 6360. 0. 0.”

Form 990, Part IX, Line 24E

“Program rent 311002. 311002. 0. 0.”

Form 990, Part IX, Line 24E

“Security 1863. 1863. 0. 0.”

Form 990, Part IX, Line 24E

“Tax & license 1482. 1482. 0. 0.”

Raw XML AppendixShowing 400 of 496 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/AccountantCompileOrReviewInd0true
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0110468
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0100563
IRS990/AccountsReceivableGrp/BOYAmt0199373
IRS990/AccountsReceivableGrp/EOYAmt0206178
IRS990/AcctCompileOrReviewBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0HELP ENRICH THE LIVES OF THE DEVELOPMENTALLY DISABLED TO ALLOW THEM TO LIVE INDEPENDENTLY TO THE BEST OF THEIR ABILITIES
IRS990/AllOtherExpensesGrp/FundraisingAmt00
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0320707
IRS990/AllOtherExpensesGrp/TotalAmt0320707
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0false
IRS990/BooksInCareOfDetail/PersonNm0DANIELLE ROBERTSON
IRS990/BooksInCareOfDetail/PhoneNum09163941068
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 580631
IRS990/BooksInCareOfDetail/USAddress/CityNm0ELK GROVE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095758
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0true
IRS990/CashNonInterestBearingGrp/BOYAmt0355472
IRS990/CashNonInterestBearingGrp/EOYAmt0381506
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0157462
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0260993
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0418455
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/FundraisingAmt00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt03977
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt00
IRS990/ConferencesMeetingsGrp/TotalAmt03977
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0962637
IRS990/CYOtherRevenueAmt02500
IRS990/CYProgramServiceRevenueAmt02438909
IRS990/CYRevenuesLessExpensesAmt0114444
IRS990/CYSalariesCompEmpBnftPaidAmt01364328
IRS990/CYTotalExpensesAmt02326965
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02441409
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt041440
IRS990/DeferredRevenueGrp/EOYAmt041853
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt021004
IRS990/DepreciationDepletionGrp/TotalAmt021004
IRS990/Desc0PROVIDE TRUST MANAGEMENT SERVICES FOR THE DEVELOPMENTALLY DISABLED
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt018
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt02019252
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt045599
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt00
IRS990/FeesForServicesAccountingGrp/TotalAmt045599
IRS990/FeesForServicesOtherGrp/FundraisingAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt086600
IRS990/FeesForServicesOtherGrp/TotalAmt086600
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt019286
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt132209
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt528848
IRS990/Form990PartVIISectionAGrp/PersonNm0GARY MONTGOMERY
IRS990/Form990PartVIISectionAGrp/PersonNm1DANIELLE ROBERTSON
IRS990/Form990PartVIISectionAGrp/PersonNm2VINCE SALES
IRS990/Form990PartVIISectionAGrp/PersonNm3BRUCE CAMPBELL
IRS990/Form990PartVIISectionAGrp/PersonNm4DEBBIE SANTIAGO
IRS990/Form990PartVIISectionAGrp/PersonNm5ERIC BROWN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0100447
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1167756
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt5150252
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02006
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt02441409
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt00
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt00
IRS990/InformationTechnologyGrp/ProgramServicesAmt041403
IRS990/InformationTechnologyGrp/TotalAmt041403
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt05772
IRS990/InsuranceGrp/ProgramServicesAmt026878
IRS990/InsuranceGrp/TotalAmt032650
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt010
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0191745
IRS990/LandBldgEquipBasisNetGrp/BOYAmt053138
IRS990/LandBldgEquipBasisNetGrp/EOYAmt062904
IRS990/LandBldgEquipCostOrOtherBssAmt0254649
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0HELP ENRICH THE LIVES OF THE DEVELOPMENTALLY DISABLED TO ALLOW THEM TO LIVE INDEPENDENTLY TO THE BEST OF THEIR ABILITIES
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0493097
IRS990/NetAssetsOrFundBalancesEOYAmt0607540
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt010853
IRS990/OccupancyGrp/ProgramServicesAmt0106230
IRS990/OccupancyGrp/TotalAmt0117083
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt0248028
IRS990/OfficeExpensesGrp/TotalAmt0248028
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt09458123
IRS990/OtherAssetsTotalGrp/EOYAmt09446651
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt027190
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0127765
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0154955
IRS990/OtherExpensesGrp/Desc0CLIENT EXPENSES
IRS990/OtherExpensesGrp/Desc1CONTRIBUTIONS/SPONSORSHIPS
IRS990/OtherExpensesGrp/Desc2COPYING & DUPLICATING
IRS990/OtherExpensesGrp/Desc3EQUIPMENT-SMALL
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt01880
IRS990/OtherExpensesGrp/ProgramServicesAmt119787
IRS990/OtherExpensesGrp/ProgramServicesAmt29394
IRS990/OtherExpensesGrp/ProgramServicesAmt35196
IRS990/OtherExpensesGrp/TotalAmt01880
IRS990/OtherExpensesGrp/TotalAmt119787
IRS990/OtherExpensesGrp/TotalAmt29394
IRS990/OtherExpensesGrp/TotalAmt35196
IRS990/OtherLiabilitiesGrp/BOYAmt09449396
IRS990/OtherLiabilitiesGrp/EOYAmt09437924
IRS990/OtherRevenueMiscGrp/BusinessCd0541990
IRS990/OtherRevenueMiscGrp/Desc0REIMBURSEMENTS
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02500
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02500
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueTotalAmt02500
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt031356
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0624357
IRS990/OtherSalariesAndWagesGrp/TotalAmt0655713
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt014728
IRS990/PayrollTaxesGrp/ProgramServicesAmt068546
IRS990/PayrollTaxesGrp/TotalAmt083274
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt09063
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt042868
IRS990/PensionPlanContributionsGrp/TotalAmt051931
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt028295
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt040641
IRS990/PrincipalOfficerNm0GARY MONTGOMERY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0541990
IRS990/ProgramServiceRevenueGrp/Desc0TRUST MANAGEMENT
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02438909
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt03250
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt06024
IRS990/PYOtherExpensesAmt0864374
IRS990/PYProgramServiceRevenueAmt02375585
IRS990/PYRevenuesLessExpensesAmt011645
IRS990/PYSalariesCompEmpBnftPaidAmt01496792
IRS990/PYTotalExpensesAmt02367190
IRS990/PYTotalRevenueAmt02378835
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0114444
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt02441409
IRS990/SavingsAndTempCashInvstGrp/EOYAmt050000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02441409
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02378835
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02384751
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02365732
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02268410
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt011839137
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt011839137
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02441409
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02378835
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02384751
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02365732
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02268410
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt011839137
IRS990ScheduleA/TotalSupportAmt011839137
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt059825
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0188225
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0248050
IRS990ScheduleD/ExpensesSubtotalAmt02326966
IRS990ScheduleD/LandGrp/BookValueAmt00
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt03079
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt03520
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt06599
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt08727
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt19437924
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1CASH HELD IN TRUST
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt09437924
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLIENT TRUST ACCOUNTS
IRS990ScheduleD/RevenueSubtotalAmt02441409
IRS990ScheduleD/TotalBookValueLandBuildingsAmt062904
IRS990ScheduleD/TotalBookValueOtherAssetsAmt09446651
IRS990ScheduleD/TotalExpensesPerForm990Amt02326966
IRS990ScheduleD/TotalLiabilityAmt09437924
IRS990ScheduleD/TotalRevenuePerForm990Amt02441409
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02441409
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02326966
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FIRE VICTIMS FUND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0FRIENDS OF NORTH BAY REGIONAL CENTER
IRS990ScheduleI/RecipientTable/RecipientEIN0455628143
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0610 AIRPARK RD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0NAPA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094558
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The Director, Gary Montgomery, calls the agencies to find out how the funds were spent.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt I Line 2
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0147181
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1131320
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount020575
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount118932
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt08690
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt17608
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt032209
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt128848
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DANIELLE ROBERTSON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1ERIC BROWN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0208655
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1186708
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0GARY MONTGOMERY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0BOARD PRESIDENT
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0311002
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0SOFTWARE LEASE COSTS
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Gary Montgomery and Tracy Stein are married.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Board does not have any separate committees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Officers review return before it is e-filed. The Board is is provided a copy upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A copy is furnished upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4A copy is furnished upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5REPAIRS & MAINTENANCE 6360. 6360. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PROGRAM RENT 311002. 311002. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7SECURITY 1863. 1863. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8TAX & LICENSE 1482. 1482. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 11b

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,187,880
Liabilities
$9,580,340
Net assets
$607,540
Revenue
$2,441,409
Expenses
$2,326,965
Net income
$114,444
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.7$19.4$1.29$3.08$2.86$0.23
2023Detailed filing. Detailed filing data is available for this year.$19.0$17.9$1.06$3.04$2.88$0.15
2022Detailed filing. Detailed filing data is available for this year.$19.2$18.3$0.91$2.69$2.65$0.04
2021Detailed filing. Detailed filing data is available for this year.$19.4$18.6$0.87$2.67$2.61$0.06
2020Detailed filing. Detailed filing data is available for this year.$18.4$17.6$0.81$2.70$2.57$0.12
2019Detailed filing. Detailed filing data is available for this year.$11.4$10.7$0.69$2.58$2.50$0.08
2018Detailed filing. Detailed filing data is available for this year.$10.2$9.58$0.61$2.44$2.33$0.11
2017Detailed filing. Detailed filing data is available for this year.$10.1$9.60$0.49$2.38$2.37$0.01
2016Detailed filing. Detailed filing data is available for this year.$9.60$9.12$0.48$2.38$2.35$0.04
2015Detailed filing. Detailed filing data is available for this year.$10.8$10.3$0.45$2.37$2.24$0.12
2014Detailed filing. Detailed filing data is available for this year.$8.83$8.50$0.33$2.27$2.18$0.09
2013Detailed filing. Detailed filing data is available for this year.$8.39$8.16$0.24$2.20$2.15$0.04
2012Summary only. Only limited summary data is available for this year.$7.77$7.57$0.20$2.12$2.04$0.08
2011Summary only. Only limited summary data is available for this year.$6.87$6.76$0.11$1.84$1.85$0.01