Civic Intelligence

Tradition One

990 • Fiscal year 2020 • EIN 23-7163854

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 02, 2020

Organization Profilewww.traditionone.com
4104 Delta StreetSan Diego, CA 92113

(619) 264-0141

Siviq Scores

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

Liabilities / Assets

57th percentile

0.15x

Higher debt load relative to assets than 57% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

30th percentile

0.04x

Higher debt load relative to revenue than 30% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

63rd percentile

12%

Higher net margin than 63% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

66th percentile

$92,223

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 4.7% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

78th percentile

30%

Faster asset growth than 78% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

80th percentile

30%

Faster revenue growth than 80% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$457,243

Up $104,633 (+30%) from 2019

Net Assets

Up

$386,612

Up $244,241 (+172%) from 2019

Liabilities

Down

$70,631

Down $139,608 (-66%) from 2019

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin63rd percentile

Revenue

Up

$1,961,204

Up $450,176 (+30%) from 2019

Expenses

Up

$1,716,963

Up $233,163 (+16%) from 2019

Net Income

Up

$244,241

Up $217,013 (+797%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$1.0M$500K$0Assets 2019: $352,610Liabilities 2019: $210,239Net Assets 2019: $142,3712019Assets 2020: $457,243Liabilities 2020: $70,631Net Assets 2020: $386,6122020Assets 2021: $559,452Liabilities 2021: $53,183Net Assets 2021: $506,2692021Assets 2022: $510,045Liabilities 2022: $40,410Net Assets 2022: $469,6352022Assets 2023: $806,674Liabilities 2023: $315,297Net Assets 2023: $491,3772023Assets 2024: $739,824Liabilities 2024: $322,395Net Assets 2024: $417,4292024

Highlighted filing

2020

Assets$457,243
Liabilities$70,631
Net Assets$386,612
Open 2020 Filing

Operations Trend

Revenue Growth80th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2019: $1,511,028Expenses 2019: $1,483,800Net Income 2019: $27,2282019Revenue 2020: $1,961,204Expenses 2020: $1,716,963Net Income 2020: $244,2412020Revenue 2021: $1,990,115Expenses 2021: $1,870,458Net Income 2021: $119,6572021Revenue 2022: $1,925,783Expenses 2022: $1,962,417Net Income 2022: -$36,6342022Revenue 2023: $2,306,798Expenses 2023: $2,285,056Net Income 2023: $21,7422023Revenue 2024: $2,285,497Expenses 2024: $2,359,268Net Income 2024: -$73,7712024

Highlighted filing

2020

Revenue$1,961,204
Expenses$1,716,963
Net Income$244,241
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 2, 2020
Return Version
2019v5.1
Gross Receipts
$1,961,204
Mission and Program Overview

Mission

To provide alcohol and drug recovery programs in a recovery residential facility for men.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$51,475$300,891▲ $249,416
Pledges and Grants Receivable$234,971$83,815▼ $151,156
Land, Buildings, and Equipment, Net$51,556$41,533▼ $10,023
Savings and Temporary Cash Investments$2,645$17,044▲ $14,399
Prepaid Expenses and Deferred Charges$9,878$12,703▲ $2,825
Accounts Receivable$2,085$1,257▼ $828
Total Assets$352,610$457,243▲ $104,633
Liabilities
Deferred Revenue$100,000--
Accounts Payable and Accrued Expenses$76,360$40,430▼ $35,930
Mortgage Notes Payable Secured by Investment Property$33,879$30,201▼ $3,678
Total Liabilities$210,239$70,631▼ $139,608
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$142,371$386,612▲ $244,241
Total Net Assets Fund Balance$142,371$386,612▲ $244,241
Total Liabilities and Net Assets / Fund Balance$352,610$457,243▲ $104,633

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$33,192$200,473$233,665
Equipment$841$80,912$81,753
Buildings-$18,029$18,029
Land$7,500-$7,500
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Albert CherryExecutive DirectorFT$82,332$9,891$92,223

Board Members and Trustees

NameTitle
Earl MohlerPresident
Damianna Ah Nee-BechtelMember
LeaAnne SampsellSecretary
David GloegeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,930,139
Program Service Revenue
$24,248
Investment Income
$24
Other Revenue
$6,793
All Other Contributions
$105,000
Change in Net Assets
$244,241

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,961,204
Total Revenue per Audited Statements
$1,961,204
Total Revenue per Form 990
$1,961,204
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,272,238
Other Expenses$444,725
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$843,120$104,206-$947,326
Other Employee Benefits$116,191$14,361-$130,552
Current Officers, Directors, Trustees, and Key Employees$96,415$11,916-$108,331
Payroll Taxes$76,566$9,463-$86,029
Occupancy$74,526$9,212-$83,738
All Other Expenses$45,938--$45,938
Fees for Services Other$43,205--$43,205
Insurance$18,137$3,620-$21,757
Other Expenses$15,950$3,668-$19,618
Office Expenses$13,880$1,715-$15,595
Interest-$11,500-$11,500
Depreciation Depletion$8,920$1,102-$10,022
Fees for Services Accounting-$8,437-$8,437
Travel$1,281--$1,281
Total Functional Expenses$1,537,763$179,200$0$1,716,963

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,716,963
Total Expenses per Audited Statements$1,716,963
Total Expenses per Form 990$1,716,963
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
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

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The Form 990 is reviewed by the Executive Director and the Board of Directors is provided a copy prior to submission.”

Form 990, Part VI, Section B, Line 12C

“The Conflict of Interest Policy is reviewed annually at the Board meeting. All new Board members are required to sign the form.”

Form 990, Part VI, Section B, Line 15A

“The Executive Director is hired by the Board of Directors. The Executive Directors salary is reviewed annually by the Board prior to July 1st.”

Form 990, Part VI, Section C, Line 19

“A copy of the Governing documents, Conflict of Interest Policy, and Financial Statements are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Tradition One
EIN
23-7163854
Phone
6192640141
Address
4104 Delta Street, San Diego, CA 92113

Signing Officer

Name
Albert Cherie
Title
Executive Director
Signed
2020-11-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Albert Cherie
Formed
1971
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
25

Preparer

Firm
Sonnenberg & Co CPAs
Address
5190 Governor Dr 201, San Diego, CA 92122
Preparer
Leonard C Sonnenberg
Phone
8584575252
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IRS990/Desc0During fiscal year 2019-20, Tradition One continued to provide services for 43 men over the age of 18 years. Tradition One is licensed and certified by the State of California Alcohol Drug programs. Tradition One program is based on the Twelve Step recovery concept, and organized as a peer oriented Social Model Recovery Home. Tradition One considers the home to be a learning process. Tradition One holds one 1 morning group presentation and eight 8 evening groups each week. Tradition One requires a six 6 month minimum commitment for each participant. Most of Tradition One staff are recovering alcoholics/addicts with a wide range of experience in the field of recovery. Tradition One counselors are all certified by organizations recognized by the State of California. 20 of Tradition One admissions are dual diagnosed mental illness coupled with addiction, 96 are homeless, 78 are on probation/parole, 49 are employed at discharge, 28 have no high school diploma or GED.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Form 990 is reviewed by the Executive Director and the Board of Directors is provided a copy prior to submission.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Conflict of Interest Policy is reviewed annually at the Board meeting. All new Board members are required to sign the form.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Executive Director is hired by the Board of Directors. The Executive Directors salary is reviewed annually by the Board prior to July 1st.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A copy of the Governing documents, Conflict of Interest Policy, and Financial Statements are made available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 15a
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IRS990/USAddress/ZIPCd092113
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IRS990/WebsiteAddressTxt0www.traditionone.com
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Albert Cherie
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Tradition One
ReturnHeader/Filer/BusinessNameControlTxt0TRAD
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.230.249.42
ReturnHeader/FilingSecurityInformation/IPDt02020-11-03
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ReturnHeader/FilingSecurityInformation/IPTm018:01:14
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Sonnenberg & Co CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05190 Governor Dr 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$457,243
Liabilities
$70,631
Net assets
$386,612
Revenue
$1,961,204
Expenses
$1,716,963
Net income
$244,241
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.74$0.32$0.42$2.29$2.36$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.81$0.32$0.49$2.31$2.29$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.51$0.04$0.47$1.93$1.96$0.04
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.56$0.05$0.51$1.99$1.87$0.12
2020Detailed filing. Detailed filing data is available for this year.$0.46$0.07$0.39$1.96$1.72$0.24
2019Detailed filing. Detailed filing data is available for this year.$0.35$0.21$0.14$1.51$1.48$0.03