Civic Intelligence

Tradition One

990 • Fiscal year 2019 • EIN 23-7163854

Jul 01, 2018 to Jun 30, 2019 • Filed on Jan 28, 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

84th percentile

0.60x

Higher debt load relative to assets than 84% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.14x

Higher debt load relative to revenue than 59% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

46th percentile

1.8%

Higher net margin than 46% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets84th percentile

Assets

$352,610

No earlier filing loaded for comparison.

Net Assets

$142,371

No earlier filing loaded for comparison.

Liabilities

$210,239

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin46th percentile

Revenue

$1,511,028

No earlier filing loaded for comparison.

Expenses

$1,483,800

No earlier filing loaded for comparison.

Net Income

$27,228

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

2019

Assets$352,610
Liabilities$210,239
Net Assets$142,371
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2019

Revenue$1,511,028
Expenses$1,483,800
Net Income$27,228
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 28, 2020
Return Version
2018v3.1
Gross Receipts
$1,511,028
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$62,051$234,971▲ $172,920
Land, Buildings, and Equipment, Net$70,332$51,556▼ $18,776
Cash and Non-Interest-Bearing Accounts$25,693$51,475▲ $25,782
Prepaid Expenses and Deferred Charges$26,632$9,878▼ $16,754
Savings and Temporary Cash Investments$2,600$2,645▲ $45
Accounts Receivable-$2,085-
Total Assets$187,308$352,610▲ $165,302
Liabilities
Deferred Revenue-$100,000-
Accounts Payable and Accrued Expenses$31,635$76,360▲ $44,725
Mortgage Notes Payable Secured by Investment Property$40,530$33,879▼ $6,651
Total Liabilities$72,165$210,239▲ $138,074
Net Assets / Fund Balance
Unrestricted Net Assets$115,143$142,371▲ $27,228
Total Net Assets Fund Balance$115,143$142,371▲ $27,228
Total Liabilities and Net Assets / Fund Balance$187,308$352,610▲ $165,302

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$42,449$191,216$233,665
Equipment$1,607$80,146$81,753
Buildings-$18,029$18,029
Land$7,500-$7,500
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Gloria ThompsonExecutive DirectorPT$25,363$25,363

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$1,484,285
Program Service Revenue
$24,939
Investment Income
$20
Other Revenue
$1,784
All Other Contributions
$246
Change in Net Assets
$27,228

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,511,028
Total Revenue per Audited Statements
$1,511,028
Total Revenue per Form 990
$1,511,028
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$896,105
Other Expenses$587,695
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$569,969$70,446-$640,415
Other Employee Benefits$114,177$14,112-$128,289
Fees for Services Other$99,996--$99,996
Occupancy$73,592$9,096-$82,688
Payroll Taxes$57,047$7,051-$64,098
Current Officers, Directors, Trustees, and Key Employees$56,340$6,963-$63,303
All Other Expenses$39,216--$39,216
Fees for Services Accounting-$29,435-$29,435
Other Expenses$10,127$17,112-$27,239
Interest-$25,728-$25,728
Insurance$17,613$3,620-$21,233
Office Expenses$17,287$2,137-$19,424
Depreciation Depletion$11,887$1,469-$13,356
Travel$816--$816
Total Functional Expenses$1,296,631$187,169$0$1,483,800

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,483,800
Total Expenses per Audited Statements$1,483,800
Total Expenses per Form 990$1,483,800
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 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
David Gloege
Title
Treasurer
Signed
2020-01-28
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
19
Volunteers
6

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 2018-19, 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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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
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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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
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IRS990/WebsiteAddressTxt0www.traditionone.com
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02020-04-17 16:48:07Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0David Gloege
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Tradition One
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ReturnHeader/FilingSecurityInformation/IPTm021:29:14
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

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$352,610
Liabilities
$210,239
Net assets
$142,371
Revenue
$1,511,028
Expenses
$1,483,800
Net income
$27,228
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