Civic Intelligence

Special Kids Connect

990 • Fiscal year 2016 • EIN 20-8580107

Jul 01, 2015 to Jun 30, 2016 • Filed on May 12, 2017

1900 Garden RoadMonterey, CA 93940

(831) 372-2730

Siviq Scores

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

Liabilities / Assets

60th percentile

0.09x

Higher debt load relative to assets than 60% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

51st percentile

0.04x

Higher debt load relative to revenue than 51% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

61st percentile

7.1%

Higher net margin than 61% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

73rd percentile

$64,080

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 6.7% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

55th percentile

3.2%

Faster asset growth than 55% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

29th percentile

-7.4%

Faster revenue growth than 29% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Up

$432,867

Up $13,514 (+3.2%) from 2015

Net Assets

Up

$394,891

Up $67,970 (+21%) from 2015

Liabilities

Down

$37,976

Down $54,456 (-59%) from 2015

Revenue

Down

$961,116

Down $77,174 (-7.4%) from 2015

Expenses

Down

$892,741

Down $90,825 (-9.2%) from 2015

Net Income

Up

$68,375

Up $13,651 (+25%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2010: $115,137Liabilities 2010: $0Net Assets 2010: $115,1372010Assets 2011: $164,966Liabilities 2011: $12,354Net Assets 2011: $152,6122011Assets 2012: $160,255Liabilities 2012: $53,708Net Assets 2012: $106,5472012Assets 2013: $194,120Liabilities 2013: $38,218Net Assets 2013: $155,9022013Assets 2014: $351,971Liabilities 2014: $79,774Net Assets 2014: $272,1972014Assets 2015: $419,353Liabilities 2015: $92,432Net Assets 2015: $326,9212015Assets 2016: $432,867Liabilities 2016: $37,976Net Assets 2016: $394,8912016Assets 2017: $484,979Liabilities 2017: $19,675Net Assets 2017: $465,3042017Assets 2018: $608,746Liabilities 2018: $26,688Net Assets 2018: $582,0582018Assets 2019: $471,760Liabilities 2019: $20,672Net Assets 2019: $451,0882019Assets 2020: $508,720Liabilities 2020: $59,785Net Assets 2020: $448,9352020Assets 2021: $721,431Liabilities 2021: $61,974Net Assets 2021: $659,4572021Assets 2022: $630,057Liabilities 2022: $16,759Net Assets 2022: $613,2982022Assets 2023: $698,204Liabilities 2023: $14,955Net Assets 2023: $683,2492023Assets 2024: $862,336Liabilities 2024: $16,590Net Assets 2024: $845,7462024

Highlighted filing

2016

Assets$432,867
Liabilities$37,976
Net Assets$394,891

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2010: $384,142Expenses 2010: $306,050Net Income 2010: $78,0922010Revenue 2011: $267,682Expenses 2011: $230,207Net Income 2011: $37,4752011Expenses 2012: $631,4572012Expenses 2013: $655,2162013Revenue 2014: $930,273Expenses 2014: $813,978Net Income 2014: $116,2952014Revenue 2015: $1,038,290Expenses 2015: $983,566Net Income 2015: $54,7242015Revenue 2016: $961,116Expenses 2016: $892,741Net Income 2016: $68,3752016Revenue 2017: $518,450Expenses 2017: $448,037Net Income 2017: $70,4132017Revenue 2018: $540,041Expenses 2018: $423,287Net Income 2018: $116,7542018Revenue 2019: $205,147Expenses 2019: $336,121Net Income 2019: -$130,9742019Revenue 2020: $312,363Expenses 2020: $314,516Net Income 2020: -$2,1532020Revenue 2021: $557,754Expenses 2021: $347,232Net Income 2021: $210,5222021Revenue 2022: $371,790Expenses 2022: $417,949Net Income 2022: -$46,1592022Revenue 2023: $780,151Expenses 2023: $710,200Net Income 2023: $69,9512023Revenue 2024: $1,086,735Expenses 2024: $923,694Net Income 2024: $163,0412024

Highlighted filing

2016

Revenue$961,116
Expenses$892,741
Net Income$68,375
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 12, 2017
Return Version
2015v3.0
Gross Receipts
$961,116
Mission and Program Overview

Mission

Develop resources, raise awareness, and provide support for children with disabilities and their families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$308,994$323,192▲ $14,198
Accounts Receivable$91,745$90,024▼ $1,721
Prepaid Expenses and Deferred Charges$1,111$5,509▲ $4,398
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$419,353$432,867▲ $13,514
Other Assets Total$17,503$14,142▼ $3,361
Liabilities
Accounts Payable and Accrued Expenses$92,432$37,976▼ $54,456
Total Liabilities$92,432$37,976▼ $54,456
Net Assets / Fund Balance
Unrestricted Net Assets$326,921$385,772▲ $58,851
Temporarily Rstr Net Assets-$9,119-
Total Net Assets Fund Balance$326,921$394,891▲ $67,970
Total Liabilities and Net Assets / Fund Balance$419,353$432,867▲ $13,514
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lori McdonnalExecutive DirectorFT$57,577$6,503$64,080
Jim CollinsExecutive DirecFT$56,315-$56,315

Board Members and Trustees

NameTitle
Lorna DropeChair
Bree NakashimaDirector
Carol LarkDirector
Petula LeeDirector
Todd DwelleDirector
Patricia Del BeneTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$132,634
Program Service Revenue
$823,728
Investment Income
$106
Other Revenue
$4,648
All Other Contributions
$25,116
Change in Net Assets
$68,375

Audited Revenue Reconciliation

Revenue per Audited Statements
$961,116
Revenue Not Reported on Form 990
$-405
Total Revenue per Audited Statements
$960,711
Total Revenue per Form 990
$961,116
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$720,305
Other Expenses$172,436
Total Fundraising Expense$12,511
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$447,485$33,907$7,727$489,119
Current Officers, Directors, Trustees, and Key Employees$92,238$28,157-$120,395
Payroll Taxes$52,555$6,054$753$59,362
Other Employee Benefits$45,532$5,245$652$51,429
Fees for Services Other$4,552$37,138-$41,690
Occupancy$26,730$5,970-$32,700
Travel$10,992$4,256-$15,248
Office Expenses$9,233$2,517-$11,750
Insurance$2,201$8,894-$11,095
All Other Expenses$4,474$1,653$250$6,377
Advertising$3,570-$1,745$5,315
Other Expenses$1,819$3,017$1,384$3,203
Fees for Services Accounting$2,000$437-$2,437
Interest-$114-$114
Total Functional Expenses$742,871$137,359$12,511$892,741

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$892,741
Total Expenses per Audited Statements$892,741
Total Expenses per Form 990$892,741
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
Garden Road Investors LLCRentRent Paid to Board MemberNo$11,590

Loans and Receivables

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

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
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
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

Governance Explanations

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

Draft copy provided to board for review and comment prior to filing.

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

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Special Kids Crusade
EIN
20-8580107
Phone
8313722730
Address
1900 GARDEN ROAD, MONTEREY, CA 93940

Signing Officer

Name
Lori Mcdonnal
Title
Executive Director
Signed
2017-05-12
Discuss with paid preparer
Yes

Organization Details

Formed
2007
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
118
Volunteers
80

Preparer

Firm
Vavrinek Trine Day & Co LLP
Address
5000 Hopyard Road Suite 335, Pleasanton, CA 94588-3351
Preparer
Terri Montgomery
Phone
9257346600
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04648
IRS990/OtherRevenueTotalAmt04648
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt07727
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt033907
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0447485
IRS990/OtherSalariesAndWagesGrp/TotalAmt0489119
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0753
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06054
IRS990/PayrollTaxesGrp/ProgramServicesAmt052555
IRS990/PayrollTaxesGrp/TotalAmt059362
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01111
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05509
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0823728
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0823728
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0146913
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0185181
IRS990/PYOtherRevenueAmt014970
IRS990/PYProgramServiceRevenueAmt0876407
IRS990/PYRevenuesLessExpensesAmt054724
IRS990/PYSalariesCompEmpBnftPaidAmt0798385
IRS990/PYTotalExpensesAmt0983566
IRS990/PYTotalRevenueAmt01038290
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt068375
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0132634
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0146913
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt082040
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt017638
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt036566
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0415791
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0823728
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0876407
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0842244
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0653888
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0231116
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt03427383
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt03843174
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0956362
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01023320
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0924284
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0671526
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0267682
IRS990ScheduleA/Total509Grp/TotalAmt03843174
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0956362
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01023320
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0924284
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0671526
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0267682
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03843174
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt0892741
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-405
IRS990ScheduleD/RevenueNotReportedAmt0-405
IRS990ScheduleD/RevenueSubtotalAmt0961116
IRS990ScheduleD/TotalExpensesPerForm990Amt0892741
IRS990ScheduleD/TotalRevenuePerForm990Amt0961116
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0960711
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0892741
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0GARDEN ROAD INVESTORS LLC
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0RENT
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt011590
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0RENT PAID TO BOARD MEMBER
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0LANDLORD IS A BOARD MEMBER. RENT CHARGED IS COMPARABLE TO OTHER LOCAL RENTS FOR SIMILAR SPACES.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule L, Part V Supplemental Information
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DRAFT COPY PROVIDED TO BOARD FOR REVIEW AND COMMENT PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt09119
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0419353
IRS990/TotalAssetsEOYAmt0432867
IRS990/TotalAssetsGrp/BOYAmt0419353
IRS990/TotalAssetsGrp/EOYAmt0432867
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0132634
IRS990/TotalEmployeeCnt0118
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt012511
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0137359
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0742871
IRS990/TotalFunctionalExpensesGrp/TotalAmt0892741
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt092432
IRS990/TotalLiabilitiesEOYAmt037976
IRS990/TotalLiabilitiesGrp/BOYAmt092432
IRS990/TotalLiabilitiesGrp/EOYAmt037976
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0326921
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0394891

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.86$0.02$0.85$1.09$0.92$0.16
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.70$0.01$0.68$0.78$0.71$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.63$0.02$0.61$0.37$0.42$0.05
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.72$0.06$0.66$0.56$0.35$0.21
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.51$0.06$0.45$0.31$0.31$0.00
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.47$0.02$0.45$0.21$0.34$0.13
2018Summary only. Only limited summary data is available for this year.$0.61$0.03$0.58$0.54$0.42$0.12
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.48$0.02$0.47$0.52$0.45$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.43$0.04$0.39$0.96$0.89$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.42$0.09$0.33$1.04$0.98$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.35$0.08$0.27$0.93$0.81$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.19$0.04$0.16$0.66
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.05$0.11$0.63
2011Summary only. Only limited summary data is available for this year.$0.16$0.01$0.15$0.27$0.23$0.04
2010Summary only. Only limited summary data is available for this year.$0.12$0.00$0.12$0.38$0.31$0.08