Civic Intelligence

My Choice Foundation

990 • Fiscal year 2023 • EIN 20-5326593

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 14, 2024

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

92nd percentile

0.94x

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

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

95th percentile

5.90x

Higher debt load relative to revenue than 95% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

53rd percentile

5.0%

Higher net margin than 53% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

62nd percentile

$218,630

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 7.2% of source-year revenue.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

25th percentile

-1.3%

Faster asset growth than 25% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

64th percentile

13%

Faster revenue growth than 64% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Down

$18,989,575

Down $257,521 (-1.3%) from 2022

Net Assets

Up

$1,058,460

Up $152,911 (+17%) from 2022

Liabilities

Down

$17,931,115

Down $410,432 (-2.2%) from 2022

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin53rd percentile

Revenue

Up

$3,037,619

Up $350,625 (+13%) from 2022

Expenses

Up

$2,884,708

Up $233,587 (+8.8%) from 2022

Net Income

Up

$152,911

Up $117,038 (+326%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth25th 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

2023

Assets$18,989,575
Liabilities$17,931,115
Net Assets$1,058,460
Open 2023 Filing

Operations Trend

Revenue Growth64th 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

2023

Revenue$3,037,619
Expenses$2,884,708
Net Income$152,911
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 14, 2024
Return Version
2023v5.1
Gross Receipts
$3,037,619
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$667,814$811,379▲ $143,565
Accounts Receivable$222,233$249,756▲ $27,523
Prepaid Expenses and Deferred Charges$81,169$67,660▼ $13,509
Savings and Temporary Cash Investments$50,000$50,939▲ $939
Land, Buildings, and Equipment, Net$25,094$16,170▼ $8,924
Total Assets$19,247,096$18,989,575▼ $257,521
Other Assets Total$18,200,786$17,793,671▼ $407,115
Liabilities
Other Liabilities$18,193,509$17,786,394▼ $407,115
Accounts Payable and Accrued Expenses$129,779$138,996▲ $9,217
Deferred Revenue$18,259$5,725▼ $12,534
Total Liabilities$18,341,547$17,931,115▼ $410,432
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$905,549$1,058,460▲ $152,911
Total Net Assets Fund Balance$905,549$1,058,460▲ $152,911
Total Liabilities and Net Assets / Fund Balance$19,247,096$18,989,575▼ $257,521

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$15,994$211,851$227,845
Leasehold Improvements$176$7,391$7,567
Land$0--
Other Assets Org$17,786,394--
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Danielle RobertsonExecutive Director/presidentFT$167,937$50,693$218,630
Danielle Robertson--$162,386$56,244$218,630
Eric BrownSecretaryFT$163,483$49,347$212,830
Eric Brown--$151,983$60,847$212,830

Board Members and Trustees

NameTitle
Antonio RanitDirector
Debbie SantiagoDirector
Vince SalesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,036,342
Investment Income
$1,277
Other Revenue
$0
Change in Net Assets
$152,911

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,037,619
Total Revenue per Audited Statements
$3,037,619
Total Revenue per Form 990
$3,037,619
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,767,078
Other Expenses$1,085,852
Grants and Similar Amounts Paid$31,778
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$911,215$46,355$0$957,570
Current Officers, Directors, Trustees, and Key Employees$189,119$142,301$0$331,420
Office Expenses$216,260$11,822$0$228,082
Other Employee Benefits$176,541$21,908$0$198,449
Pension Plan Contributions$132,112$49,713$0$181,825
Occupancy$93,891$9,426$0$103,317
Payroll Taxes$87,016$10,798$0$97,814
Fees for Services Accounting$0$64,575$0$64,575
Insurance$49,632$10,349$0$59,981
Fees for Services Legal$28,600$28,600$0$57,200
Information Technology$38,475$0$0$38,475
Conferences and Meetings$35,779$0$0$35,779
Grants to Domestic Orgs$31,778--$31,778
Other Expenses$18,572$1,309$0$19,881
Depreciation Depletion$13,648$0$0$13,648
Travel$10,640$264$0$10,904
Total Functional Expenses$2,487,288$397,420$0$2,884,708

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,884,708
Total Expenses per Audited Statements$2,884,708
Total Expenses per Form 990$2,884,708
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Supported Life InstituteSacramento, CA-Support of DD services$10,000
The University Foundation at Sac StateSacramento, CA-Conference donation-
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 MontgomeryFormer PresidentSoftware Fees Paid on a Per Client BasisNo$403,038
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Client Trust Accounts$17,786,394
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Business relationship with 35% controlled entity
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
Yes
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
2024-04-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gary Montgomery
Formed
2006
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
22
Volunteers
0

Preparer

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

Additional Explanations

Pt VI, Line 19

“A copy is furnished upon request.”

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 15A

“Compensation for the Executive Director was compared to a Northern California survey of similiar 501(c)3 organizations.”

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

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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt067660
IRS990/PrincipalOfficerNm0GARY MONTGOMERY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0541990
IRS990/ProgramServiceRevenueGrp/Desc0TRUST MANAGEMENT
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03036342
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt033829
IRS990/PYInvestmentIncomeAmt0100
IRS990/PYOtherExpensesAmt01089770
IRS990/PYProgramServiceRevenueAmt02686894
IRS990/PYRevenuesLessExpensesAmt035873
IRS990/PYSalariesCompEmpBnftPaidAmt01527522
IRS990/PYTotalExpensesAmt02651121
IRS990/PYTotalRevenueAmt02686994
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0152911
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt03036342
IRS990/SavingsAndTempCashInvstGrp/BOYAmt050000
IRS990/SavingsAndTempCashInvstGrp/EOYAmt050939
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02686894
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02664795
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02692818
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02576963
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt010621470
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0100
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0465
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02248
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0908
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03721
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99960
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.99970
IRS990ScheduleA/PublicSupportTotal170Amt010621470
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02686894
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02664795
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02692818
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02576963
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt010621470
IRS990ScheduleA/TotalSupportAmt010625191
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt015994
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0211851
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0227845
IRS990ScheduleD/ExpensesSubtotalAmt02884708
IRS990ScheduleD/LandGrp/BookValueAmt00
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0176
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt07391
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt07567
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt07277
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt117786394
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1CASH HELD IN TRUST
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt017786394
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLIENT TRUST ACCOUNTS
IRS990ScheduleD/RevenueSubtotalAmt03037619
IRS990ScheduleD/TotalBookValueLandBuildingsAmt016170
IRS990ScheduleD/TotalBookValueOtherAssetsAmt017793671
IRS990ScheduleD/TotalExpensesPerForm990Amt02884708
IRS990ScheduleD/TotalLiabilityAmt017786394
IRS990ScheduleD/TotalRevenuePerForm990Amt03037619
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03037619
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02884708
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Support of DD services
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Conference donation
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Supported Life Institute
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1The University Foundation at Sac State
IRS990ScheduleI/RecipientTable/RecipientEIN0680261184
IRS990ScheduleI/RecipientTable/RecipientEIN1943001359
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01010 Hurley Way Suite 180
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt16000 J Street
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Sacramento
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Sacramento
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd095825
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd195819
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0162386
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1151983
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount05551
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount111500
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/DeferredCompensationFlngOrgAmt025191
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt124522
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt025502
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt124825
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/TotalCompensationFilingOrgAmt0218630
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1212830
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0GARY MONTGOMERY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0FORMER PRESIDENT
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0403038
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0SOFTWARE FEES PAID ON A PER CLIENT BASIS
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A copy is furnished upon request.
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/ExplanationTxt4Compensation for the Executive Director was compared to a Northern California survey of similiar 501(c)3 organizations.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 15a
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,989,575
Liabilities
$17,931,115
Net assets
$1,058,460
Revenue
$3,037,619
Expenses
$2,884,708
Net income
$152,911
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