Liabilities / Assets
43rd percentile
Higher debt load relative to assets than 43% of similar nonprofits.
990 • Fiscal year 2024 • EIN 23-7093399
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
43rd percentile
Higher debt load relative to assets than 43% of similar nonprofits.
Liabilities / Revenue
48th percentile
Higher debt load relative to revenue than 48% of similar nonprofits.
Net Margin
46th percentile
Higher net margin than 46% of similar nonprofits.
Top Officer Pay
92nd percentile
Higher top officer pay than 92% of similar nonprofits.
Top officer pay equals 10.7% of source-year revenue.
Asset Growth
49th percentile
Faster asset growth than 49% of similar nonprofits.
Revenue Growth
20th percentile
Faster revenue growth than 20% of similar nonprofits.
Assets
Up$4,431,579
Up $165,443 (+3.9%) from 2023
Net Assets
Up$4,277,737
Up $205,519 (+5.0%) from 2023
Liabilities
Down$153,842
Down $40,076 (-21%) from 2023
Revenue
Down$2,231,626
Down $316,247 (-12%) from 2023
Expenses
Down$2,170,949
Down $672,855 (-24%) from 2023
Net Income
Up$60,677
Up $356,608 (+121%) from 2023
To provide compassionate support to people with developmental disabilities and related disabilities, and their families.
Conservatorship, guardianship, and trusteeship services
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $2,350,315 | $2,333,280 | ▼ $17,035 |
| Accounts Receivable | $1,133,494 | $1,442,527 | ▲ $309,033 |
| Cash and Non-Interest-Bearing Accounts | $510,937 | $171,662 | ▼ $339,275 |
| Intangible Assets | $203,525 | $159,119 | ▼ $44,406 |
| Prepaid Expenses and Deferred Charges | $22,865 | $17,798 | ▼ $5,067 |
| Total Assets | $4,266,136 | $4,431,579 | ▲ $165,443 |
| Other Assets Total | $45,000 | $307,193 | ▲ $262,193 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $146,478 | $106,402 | ▼ $40,076 |
| Other Liabilities | $47,440 | $47,440 | → $0 |
| Total Liabilities | $193,918 | $153,842 | ▼ $40,076 |
| Net Assets / Fund Balance | |||
| Net Assets With Donor Restrictions | $2,170,221 | $2,694,239 | ▲ $524,018 |
| Net Assets Without Donor Restrictions | $1,901,997 | $1,583,498 | ▼ $318,499 |
| Total Net Assets Fund Balance | $4,072,218 | $4,277,737 | ▲ $205,519 |
| Total Liabilities and Net Assets / Fund Balance | $4,266,136 | $4,431,579 | ▲ $165,443 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Assets Org | $11,419 | - | - |
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 2024 | $1,426,673 | $147,437 | ▲ $160,472 | - | $1,710,449 |
| 2023 | $1,315,486 | - | ▲ $124,711 | - | $1,426,673 |
| 2022 | $1,272,693 | - | ▲ $56,268 | - | $1,315,486 |
| 2021 | $1,411,785 | - | ▲ $68,893 | - | $1,272,693 |
| 2020 | $1,519,694 | - | ▲ $102,305 | - | $1,411,785 |
| Name | Title | Full / Part Time | Other | Total |
|---|---|---|---|---|
| Gau Xiang | VP of Aum | PT | $121,022 | $121,022 |
| Leah M Ferguson | Senior VP/controller | PT | $120,680 | $120,680 |
| Vanessa Merino | Dirctor of Care Services | PT | $113,879 | $113,879 |
| Stephanie F Johnson | VP of Clinical Ops | PT | $110,480 | $110,480 |
| Name | Title |
|---|---|
| David Johnson | Chairman |
| Karin Crosby | Vice Chair |
| Ifeanyi Momah | Board Member |
| Jeffrey Turrini | Board Member |
| Kelsie Border | Board Member |
| Thomas Yetter | Board Member |
| Nathan C Schnackenberg | CEO |
| Benjamin K Rumney | CFO |
| Charnise Mothershed | COO |
| Ted Simos | Treasurer |
| Line Item | Amount |
|---|---|
| Other Expenses | $2,170,949 |
| Total Fundraising Expense | $134,111 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Payments to Affiliates | $676,884 | $42,305 | $126,916 | $846,105 |
| Fees for Services Other | $804,769 | $20,681 | - | $825,450 |
| Fees for Services Accounting | - | $93,760 | - | $93,760 |
| Travel | $61,950 | $3,400 | $53 | $65,403 |
| Depreciation Depletion | - | $44,406 | - | $44,406 |
| Insurance | - | $40,393 | - | $40,393 |
| Office Expenses | $1,844 | $33,123 | $346 | $35,313 |
| Fees for Services Legal | $13,850 | $19,103 | - | $32,953 |
| Fees for Service Investment Mgmnt Fees | - | $19,803 | - | $19,803 |
| Occupancy | $12,000 | - | - | $12,000 |
| Information Technology | $5,570 | $309 | $926 | $6,805 |
| Advertising | - | - | $5,742 | $5,742 |
| All Other Expenses | $1,563 | $1,019 | $128 | $2,710 |
| Other Expenses | $1,321 | - | - | $1,321 |
| Total Functional Expenses | $1,718,536 | $318,302 | $134,111 | $2,170,949 |
| Line Item | Amount |
|---|---|
| Expenses per Audited Statements | $2,170,949 |
| Total Expenses per Audited Statements | $2,170,949 |
| Total Expenses per Form 990 | $2,170,949 |
| Expenses Not Reported on Financial Statements | $0 |
| Expenses Not Reported on Form 990 | $0 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Funds Held for Others | $47,440 |
“The form 990 is reviewed for completeness and accuracy by the board of directors. Approval of the form 990 is documented in the minutes.”
“Each employee and director completes a disclosure statement annually and updates it if changes occur. Disclosure statements are filed with the president who brings potential conflicts to the attention to the board of trustees. The board of trustees determines whether a conflict exist and is material, and is in presence of an existing material conflict, whether a contemplated transaction may be authorized as just, fair, and reasonable to the good shepherd fund. The decision of the board of trustees on these matters rests in their sole discretion, and their concern is the welfare of the good shepherd fund and the advancement of its purpose.”
“The compensation of officers and key employees is based on comparable market rates in the organization's geographical area and are approved by the board of trustees.”
“The organization's governing documents, conflict of interest policy, and financial statements are available upon request”
“Staffing leases: program service expenses 804,769. Management and general expenses 0. Fundraising expenses 0. Total expenses 804,769. Other professional fees: program service expenses 0. Management and general expenses 20,681. Fundraising expenses 0. Total expenses 20,681.”
“Telephone: program service expenses 881. Management and general expenses 0. Fundraising expenses 0. Total expenses 881. Fees, licenses, and permits: program service expenses 682. Management and general expenses 43. Fundraising expenses 128. Total expenses 853. Bank service charges: program service expenses 0. Management and general expenses 501. Fundraising expenses 0. Total expenses 501. Tax on investments: program service expenses 0. Management and general expenses 475. Fundraising expenses 0. Total expenses 475.”
“The organization did not change either its oversight process or its selection process during the tax year.”
“The good shepherd fund serves as a custodian for various assets owned by others. The purpose for this relationship is to manage and invest funds for others as well as providing certain services to individuals ranging from basic bill paying to making sure the conservatee or beneficiary is properly housed, cared for, and that food, medical care and special personal needs are met. Included in this category are the assets of several bethesda lutheran communities endowment funds, which are maintained in the money market funds by the fund.”
“The good shepherd fund endowments consist of donor restricted individual funds established for earnings theron to support general operations, trust and conservatorship services, and the pal program.”
“The organization was granted a tax-exempt status for federal income taxes under section 501(c)(3) of the internal revenue code and state income taxes under section 23701(d) of the california revenue taxation code. Accordingly, no provision for income taxes has been made in the accompanying statements. In addition, the organization qualifies for the charitable contribution deduction under section 170(b)(1)(a) of the internal revenue code and has been classified as an organization that is not a private foundation under section 509(a)(1) of the internal revenue code. The organization accounts for the requirements associated with uncertainty in income taxes using the provisions of fasb asc 740-10-25 recognition of income taxes. Accordingly, an entity shall initially recognize the financial statement effects of a tax position when it is more-likely-than not, based on the technical merits, that the position will be sustained upon examination. It also provides guidance for derecognition, classification, interest and penalties, accounting in interim periods, disclosure and transition. As of december 31, 2024 and 2023, the organization has no uncertain tax positions that qualify for either recognition or disclosure in the financial statements.”
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/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 146478 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 106402 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 1133494 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 1442527 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | CONSERVATORSHIP, GUARDIANSHIP, AND TRUSTEESHIP SERVICES |
| IRS990/AdvertisingGrp/FundraisingAmt | 0 | 5742 |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 5742 |
| IRS990/AllOtherContributionsAmt | 0 | 196412 |
| IRS990/AllOtherExpensesGrp/FundraisingAmt | 0 | 128 |
| IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt | 0 | 1019 |
| IRS990/AllOtherExpensesGrp/ProgramServicesAmt | 0 | 1563 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 2710 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | LEAH M FERGUSON |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 4803879875 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 10439 S 51ST STREET STE 225 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | PHOENIX |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | AZ |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 85044 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | 0 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 510937 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 171662 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 1 |
| IRS990/CompensationProcessOtherInd | 0 | 1 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/CreditCounselingInd | 0 | 1 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 196412 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 378270 |
| IRS990/CYOtherExpensesAmt | 0 | 2170949 |
| IRS990/CYOtherRevenueAmt | 0 | 1602 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 1655342 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 60677 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 2170949 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 134111 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 2231626 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt | 0 | 44406 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 44406 |
| IRS990/Desc | 0 | SPECIFIC SERVICES ARE TO ACT AS COURT-APPOINTED GUARDIAN OR CONSERVATOR OF AN INDIVIDUAL WITH DEVELOPMENTAL DISABILITIES, TO MAKE DECISIONS REGARDING MEDICAL CARE, RESIDENCE, DAY PROGRAMS, EDUCATION, AND OTHER MATTERS. IN ADDITION, THE ORGANIZATION ACTS AS A TRUSTEE FOR SPECIAL NEEDS TRUSTS FOR INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES. DISTRIBUTION ARE MADE FOR QUALIFIED SPECIAL NEEDS THAT ARE NOT OTHERWISE PROVIDED BY GOVERNMENT SUPPORT. |
| IRS990/DescribedInSection501c3Ind | 0 | 1 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 1 |
| IRS990/DonorRestrictionNetAssetsGrp/BOYAmt | 0 | 2170221 |
| IRS990/DonorRestrictionNetAssetsGrp/EOYAmt | 0 | 2694239 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | 1 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 1718536 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 93760 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 93760 |
| IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt | 0 | 19103 |
| IRS990/FeesForServicesLegalGrp/ProgramServicesAmt | 0 | 13850 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 32953 |
| IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt | 0 | 20681 |
| IRS990/FeesForServicesOtherGrp/ProgramServicesAmt | 0 | 804769 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 825450 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt | 0 | 19803 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 19803 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 1 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 2 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 3 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 4 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 5 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 6 | 35.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 7 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 8 | 30.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 9 | 30.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 10 | 30.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 11 | 30.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 12 | 30.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 13 | 30.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 10.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 10.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 10.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 10.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 12 | 10.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 13 | 10.00 |
| IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 25887 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 10704 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 3939 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 12537 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 11 | 4225 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 12 | 14172 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 13 | 9560 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | DAVID JOHNSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | KARIN CROSBY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | TED SIMOS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | JEFFREY TURRINI |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | KELSIE BORDER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | THOMAS YETTER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | NATHAN C SCHNACKENBERG |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | IFEANYI MOMAH |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | CHARNISE MOTHERSHED |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | BENJAMIN K RUMNEY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | GAU XIANG |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | VANESSA MERINO |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | LEAH M FERGUSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 13 | STEPHANIE F JOHNSON |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 213901 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 150183 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 150183 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 108485 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 109654 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 12 | 106508 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 13 | 100920 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | CHAIRMAN |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | VICE CHAIR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | TREASURER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | CEO |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | COO |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | CFO |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | VP OF AUM |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | DIRCTOR OF CARE SERVICES |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | SENIOR VP/CONTROLLER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 13 | VP OF CLINICAL OPS |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1970 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 39570 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 7 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 978354 |
| IRS990/GrossReceiptsAmt | 0 | 3170410 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 7 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartIXInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIIInd | 0 | X |
| IRS990/InformationTechnologyGrp/FundraisingAmt | 0 | 926 |
| IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt | 0 | 309 |
| IRS990/InformationTechnologyGrp/ProgramServicesAmt | 0 | 5570 |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 6805 |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 40393 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 40393 |
| IRS990/IntangibleAssetsGrp/BOYAmt | 0 | 203525 |
| IRS990/IntangibleAssetsGrp/EOYAmt | 0 | 159119 |
| IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt | 0 | 338700 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 338700 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 2350315 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 2333280 |
| IRS990/IRPDocumentCnt | 0 | 12 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | CA |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 938784 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LobbyingActivitiesInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | TO PROVIDE COMPASSIONATE SUPPORT TO PEOPLE WITH DEVELOPMENTAL DISABILITIES AND RELATED DISABILITIES, AND THEIR FAMILIES. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 4072218 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 4277737 |
| IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt | 0 | 39570 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 39570 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 144842 |
| IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt | 0 | 1901997 |
| IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt | 0 | 1583498 |
| IRS990/NoncashContributionsAmt | 0 | 24297 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OccupancyGrp/ProgramServicesAmt | 0 | 12000 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 12000 |
| IRS990/OfficeExpensesGrp/FundraisingAmt | 0 | 346 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 33123 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 1844 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 35313 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsFASB117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 45000 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 307193 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | OTHER PROGRAM EXPENSES |
| IRS990/OtherExpensesGrp/Desc | 1 | BAD DEBT |
| IRS990/OtherExpensesGrp/Desc | 2 | ENDOWMENT USAGE |
| IRS990/OtherExpensesGrp/Desc | 3 | CHARITABLE ENDOWMENT GI |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 93958 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 42262 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 2 | 2565 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 3 | 1321 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 93958 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 42262 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 2565 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 1321 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 47440 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 47440 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 624100 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | OTHER INCOME |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | 1602 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 1602 |
| IRS990/OtherRevenueTotalAmt | 0 | 1602 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PaymentsToAffiliatesGrp/FundraisingAmt | 0 | 126916 |
| IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt | 0 | 42305 |
| IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt | 0 | 676884 |
| IRS990/PaymentsToAffiliatesGrp/TotalAmt | 0 | 846105 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 22865 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 17798 |
| IRS990/PrincipalOfficerNm | 0 | NATE SCHNACKENBERG |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 624100 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 624100 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | TRUST MANAGEMENT SERVI |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | PERSON CENTERED CARE S |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 891497 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 763845 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 891497 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 763845 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 458217 |
| IRS990/PYExcessBenefitTransInd | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 401967 |
| IRS990/PYOtherExpensesAmt | 0 | 2843804 |
| IRS990/PYOtherRevenueAmt | 0 | 7884 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 1679805 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -295931 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 2843804 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 2547873 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 60677 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 1 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 1 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RevenueAmt | 0 | 2035214 |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 196412 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 458217 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 1687345 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 633741 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 55608 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 3031323 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt | 0 | 338700 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 337774 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 84359 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 69046 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 61601 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 891480 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 1655342 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 1679805 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 1186837 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 1298008 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 927626 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 6747618 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt | 0 | 338700 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt | 0 | 337774 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt | 0 | 84359 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt | 0 | 69046 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt | 0 | 61601 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 891480 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.08170 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.06260 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt | 0 | 1602 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 7884 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 4182 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 24036 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 200639 |
| IRS990ScheduleA/OtherIncome509Grp/TotalAmt | 0 | 238343 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.89640 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.89980 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 9778941 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 1851754 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 2138022 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 2874182 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 1931749 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 983234 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 9778941 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 2192056 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 2483680 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 2962723 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 2024831 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 1245474 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 10908764 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990/ScheduleBRequiredInd | 0 | 1 |
| IRS990ScheduleD/AgentTrusteeEtcInd | 0 | 0 |
| IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 13585 |
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Displayed year
2024 • Form 990Detailed filing. Detailed filing data is available for this year.