Civic Intelligence

My Choice Foundation

990 • Fiscal year 2024 • EIN 20-5326593

Jan 01, 2024 to Dec 31, 2024 • Filed on May 10, 2025

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.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

95th percentile

6.30x

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

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

57th percentile

7.4%

Higher net margin than 57% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

66th percentile

$236,629

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 7.7% of source-year revenue.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

63rd percentile

9.1%

Faster asset growth than 63% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

36th percentile

1.5%

Faster revenue growth than 36% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Up

$20,726,616

Up $1,737,041 (+9.1%) from 2023

Net Assets

Up

$1,286,914

Up $228,454 (+22%) from 2023

Liabilities

Up

$19,439,702

Up $1,508,587 (+8.4%) from 2023

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin57th percentile

Revenue

Up

$3,083,465

Up $45,846 (+1.5%) from 2023

Expenses

Down

$2,855,011

Down $29,697 (-1.0%) from 2023

Net Income

Up

$228,454

Up $75,543 (+49%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth63rd 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

2024

Assets$20,726,616
Liabilities$19,439,702
Net Assets$1,286,914
Open 2024 Filing

Operations Trend

Revenue Growth36th 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

2024

Revenue$3,083,465
Expenses$2,855,011
Net Income$228,454
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 10, 2025
Return Version
2024v5.2
Gross Receipts
$3,083,465
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$811,379$983,421▲ $172,042
Accounts Receivable$249,756$255,967▲ $6,211
Prepaid Expenses and Deferred Charges$67,660$86,380▲ $18,720
Land, Buildings, and Equipment, Net$16,170$51,867▲ $35,697
Savings and Temporary Cash Investments$50,939$50,939→ $0
Total Assets$18,989,575$20,726,616▲ $1,737,041
Other Assets Total$17,793,671$19,298,042▲ $1,504,371
Liabilities
Other Liabilities$17,786,394$19,248,719▲ $1,462,325
Accounts Payable and Accrued Expenses$138,996$190,983▲ $51,987
Deferred Revenue$5,725$0▼ $5,725
Total Liabilities$17,931,115$19,439,702▲ $1,508,587
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,058,460$1,286,914▲ $228,454
Total Net Assets Fund Balance$1,058,460$1,286,914▲ $228,454
Total Liabilities and Net Assets / Fund Balance$18,989,575$20,726,616▲ $1,737,041

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$51,691$229,252$280,943
Leasehold Improvements$176$7,391$7,567
Land$0--
Other Assets Org$741,324--
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Danielle RobertsonExecutive Director/presidentFT$179,833$56,796$236,629
Danielle Robertson--$176,833$59,796$236,629
Eric BrownSecretaryFT$147,155$46,475$193,630
Eric Brown--$145,155$48,475$193,630

Board Members and Trustees

NameTitle
Antonio RanitDirector
Debbie SantiagoDirector
Vince SalesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,068,557
Investment Income
$14,908
Other Revenue
$0
Change in Net Assets
$228,454

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,083,465
Total Revenue per Audited Statements
$3,083,465
Total Revenue per Form 990
$3,083,465
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,797,651
Other Expenses$1,033,783
Grants and Similar Amounts Paid$23,577
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$982,346$42,487$0$1,024,833
Current Officers, Directors, Trustees, and Key Employees$128,904$144,202$0$273,106
Office Expenses$213,589$9,975$0$223,564
Other Employee Benefits$194,120$24,263$0$218,383
Pension Plan Contributions$137,393$40,966$0$178,359
Occupancy$110,335$11,117$0$121,452
Payroll Taxes$91,530$11,440$0$102,970
Fees for Services Accounting$0$67,800$0$67,800
Insurance$41,404$10,349$0$51,753
Information Technology$46,321$0$0$46,321
Conferences and Meetings$36,138$0$0$36,138
Other Expenses$33,366$1,380$0$34,746
Grants to Domestic Orgs$23,577--$23,577
Fees for Services Legal$9,396$9,397$0$18,793
Travel$17,607$264$0$17,871
Depreciation Depletion$17,401$0$0$17,401
Total Functional Expenses$2,481,371$373,640$0$2,855,011

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,855,011
Total Expenses per Audited Statements$2,855,011
Total Expenses per Form 990$2,855,011
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Supported Life InstituteSacramento, CA-Supported Life Conference for DD$10,000
The University Foundation at Sac StateSacramento, CA-Scholarship for students.$5,001
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$391,513
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Client Trust Accounts$18,549,041
Operating Lease Liability-non Current$699,678
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
2025-05-10
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
26
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.”

Raw XML AppendixShowing 400 of 518 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.

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IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt067660
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt086380
IRS990/PrincipalOfficerNm0GARY MONTGOMERY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0541990
IRS990/ProgramServiceRevenueGrp/Desc0TRUST MANAGEMENT
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03068557
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt031778
IRS990/PYInvestmentIncomeAmt01277
IRS990/PYOtherExpensesAmt01085852
IRS990/PYProgramServiceRevenueAmt03036342
IRS990/PYRevenuesLessExpensesAmt0152911
IRS990/PYSalariesCompEmpBnftPaidAmt01767078
IRS990/PYTotalExpensesAmt02884708
IRS990/PYTotalRevenueAmt03037619
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0228454
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt03068557
IRS990/SavingsAndTempCashInvstGrp/BOYAmt050939
IRS990/SavingsAndTempCashInvstGrp/EOYAmt050939
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03068557
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03036342
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02686894
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02664795
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02692818
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt014149406
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt014908
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01277
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0100
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0465
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02248
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt018998
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99870
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.99960
IRS990ScheduleA/PublicSupportTotal170Amt014149406
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03068557
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03036342
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02686894
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02664795
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02692818
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt014149406
IRS990ScheduleA/TotalSupportAmt014168404
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt051691
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0229252
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0280943
IRS990ScheduleD/ExpensesSubtotalAmt02855011
IRS990ScheduleD/LandGrp/BookValueAmt00
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0176
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt07391
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt07567
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt07677
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt118549041
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2741324
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1CASH HELD IN TRUST
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2RIGHT OF USE ASSET-OPERATING LEASE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt018549041
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1699678
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLIENT TRUST ACCOUNTS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1OPERATING LEASE LIABILITY-NON CURRENT
IRS990ScheduleD/RevenueSubtotalAmt03083465
IRS990ScheduleD/TotalBookValueLandBuildingsAmt051867
IRS990ScheduleD/TotalBookValueOtherAssetsAmt019298042
IRS990ScheduleD/TotalExpensesPerForm990Amt02855011
IRS990ScheduleD/TotalLiabilityAmt019248719
IRS990ScheduleD/TotalRevenuePerForm990Amt03083465
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03083465
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02855011
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/CashGrantAmt15001
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Supported Life Conference for DD
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Scholarship for students.
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/BaseCompensationFilingOrgAmt0176833
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1145155
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount03000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount12000
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/DeferredCompensationFlngOrgAmt026975
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt122073
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt029821
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt124402
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/TotalCompensationFilingOrgAmt0236629
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1193630
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0GARY MONTGOMERY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0FORMER PRESIDENT
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0391513
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.

Document Assets

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Filings

Displayed year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$20,726,616
Liabilities
$19,439,702
Net assets
$1,286,914
Revenue
$3,083,465
Expenses
$2,855,011
Net income
$228,454
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