Civic Intelligence

The Aurelia Foundation

990 • Fiscal year 2023 • EIN 27-4659449

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 09, 2025

Organization ProfileWWW.CREATIVESTEPS.ORG
1440 Harvard StreetSanta Monica, CA 90404

(818) 519-3576

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.26x

Higher debt load relative to assets than 72% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

61st percentile

0.16x

Higher debt load relative to revenue than 61% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

49th percentile

3.5%

Higher net margin than 49% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

64th percentile

$92,633

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 3.5% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

46th percentile

3.1%

Faster asset growth than 46% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

44th percentile

3.3%

Faster revenue growth than 44% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$1,687,747

Up $51,402 (+3.1%) from 2022

Net Assets

Up

$1,255,000

Up $99,882 (+8.6%) from 2022

Liabilities

Down

$432,747

Down $48,480 (-10%) from 2022

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin49th percentile

Revenue

Up

$2,654,711

Up $85,627 (+3.3%) from 2022

Expenses

Down

$2,561,880

Down $2,419 (-0.1%) from 2022

Net Income

Up

$92,831

Up $88,046 (+1840%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2014: $101,309Net Assets 2014: $101,3092014Assets 2015: $235,749Liabilities 2015: $0Net Assets 2015: $235,7492015Assets 2016: $268,561Liabilities 2016: $606Net Assets 2016: $267,9552016Assets 2017: $687,429Liabilities 2017: $39,628Net Assets 2017: $647,8012017Assets 2018: $633,141Liabilities 2018: $74,910Net Assets 2018: $558,2312018Assets 2019: $493,803Liabilities 2019: $61,179Net Assets 2019: $432,6242019Assets 2020: $1,510,334Liabilities 2020: $416,948Net Assets 2020: $1,093,3862020Assets 2021: $1,575,669Liabilities 2021: $425,336Net Assets 2021: $1,150,3332021Assets 2022: $1,636,345Liabilities 2022: $481,227Net Assets 2022: $1,155,1182022Assets 2023: $1,687,747Liabilities 2023: $432,747Net Assets 2023: $1,255,0002023Assets 2024: $1,722,343Liabilities 2024: $564,787Net Assets 2024: $1,157,5562024

Highlighted filing

2023

Assets$1,687,747
Liabilities$432,747
Net Assets$1,255,000
Open 2023 Filing

Operations Trend

Revenue Growth44th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2014: $103,433Expenses 2014: $31,379Net Income 2014: $72,0542014Revenue 2015: $200,667Expenses 2015: $66,227Net Income 2015: $134,4402015Revenue 2016: $852,131Expenses 2016: $819,925Net Income 2016: $32,2062016Revenue 2017: $2,191,939Expenses 2017: $1,936,201Net Income 2017: $255,7382017Revenue 2018: $2,425,669Expenses 2018: $2,515,239Net Income 2018: -$89,5702018Revenue 2019: $2,664,253Expenses 2019: $2,789,860Net Income 2019: -$125,6072019Revenue 2020: $2,689,366Expenses 2020: $2,028,604Net Income 2020: $660,7622020Revenue 2021: $2,209,767Expenses 2021: $2,152,820Net Income 2021: $56,9472021Revenue 2022: $2,569,084Expenses 2022: $2,564,299Net Income 2022: $4,7852022Revenue 2023: $2,654,711Expenses 2023: $2,561,880Net Income 2023: $92,8312023Revenue 2024: $2,623,119Expenses 2024: $2,721,990Net Income 2024: -$98,8712024

Highlighted filing

2023

Revenue$2,654,711
Expenses$2,561,880
Net Income$92,831
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 9, 2025
Return Version
2023v6.0
Gross Receipts
$2,705,221
Mission and Program Overview

Mission

To establish programs for special needs individuals to encourage discovery and development of their unique talents and abilities as they leave the school system and enter community life.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$699,563$736,296▲ $36,733
Accounts Receivable$216,038$685,964▲ $469,926
Cash and Non-Interest-Bearing Accounts$601,967$101,119▼ $500,848
Land, Buildings, and Equipment, Net$60,688$84,073▲ $23,385
Pledges and Grants Receivable$30,000$0▼ $30,000
Prepaid Expenses and Deferred Charges$3,535$8,083▲ $4,548
Other Notes and Loans Receivable, Net-$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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,636,345$1,687,747▲ $51,402
Other Assets Total$24,554$72,212▲ $47,658
Liabilities
Other Liabilities$332,773$387,019▲ $54,246
Accounts Payable and Accrued Expenses$148,454$45,728▼ $102,726
Total Liabilities$481,227$432,747▼ $48,480
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,155,118$1,255,000▲ $99,882
Total Net Assets Fund Balance$1,155,118$1,255,000▲ $99,882
Total Liabilities and Net Assets / Fund Balance$1,636,345$1,687,747▲ $51,402

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$84,073$159,167$243,240
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Michelle TelloCOOFT$92,633$92,633
Lisa SzilagyiPresidentFT$92,283$92,283
Lindsey HendersonFoundation ManagerFT$73,082$73,082

Board Members and Trustees

NameTitle
Kym KarathPresident
Anthony EllrodDirector
John GraceDirector
Robin MathesDirector
Bob CharneyCEO
Doug MastersonCEO
Shelli JarrettTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$335,482
Program Service Revenue
$2,294,354
Investment Income
$4,937
Other Revenue
$19,938
All Other Contributions
$189,326
Change in Net Assets
$92,831

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,654,711
Revenue Not Reported on Form 990
$7,051
Total Revenue per Audited Statements
$2,661,762
Total Revenue per Form 990
$2,654,711
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,083,953
Other Expenses$477,927
Total Fundraising Expense$3,591
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,572,639$88,212-$1,660,851
Current Officers, Directors, Trustees, and Key Employees$257,998--$257,998
Payroll Taxes$125,686$6,056-$131,742
All Other Expenses$71,556$32,771$3,591$107,918
Occupancy-$59,838-$59,838
Fees for Services Accounting-$49,616-$49,616
Other Expenses$43,756--$43,756
Insurance$33,831$1,906-$35,737
Other Employee Benefits$31,828$1,534-$33,362
Depreciation Depletion$21,773--$21,773
Advertising-$1,976-$1,976
Fees for Services Other-$150-$150
Total Functional Expenses$2,316,230$242,059$3,591$2,561,880

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,561,880
Total Expenses per Audited Statements$2,561,880
Total Expenses per Form 990$2,561,880
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$28,221
Fundraising Direct Expenses$21,048
Fundraising Gross Income$18,570
Gaming Direct Expenses$7,143
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Gala$110,129$18,520$2,714$15,806
Rock Concert$22,760$50$15$35
Total Events$164,156$18,570$21,048$-2,478
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Ppp Refund Liability$307,355
Operating Lease Liability$79,664
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
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, Section B, Line 11B

“The board of directors reviews and approves the tax returns prior to the signing andfiling with the respective taxing authorities.”

Form 990, Part VI, Section C, Line 19

“Aurelia foundation makes its governing documents availalble to the public uponrequest.”

Filing and Contact Details

Filer

Filer Name
The Aurelia Foundation
EIN
27-4659449
Phone
8185193576
Address
1440 HARVARD STREET, SANTA MONICA, CA 90404

Signing Officer

Name
Bob Charney
Title
CEO
Phone
8185193576
Signed
2025-06-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bob Charney
Formed
2010
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
93
Volunteers
3

Preparer

Firm
Douglas & Bhagat CPA Services Inc
Address
100 E Thousand Oaks Blvd Ste 202, Thousand Oaks, CA 91360
Preparer
Nicole Douglas
Phone
8054097705
Raw XML AppendixShowing 400 of 531 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0148454
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt045728
IRS990/AccountsReceivableGrp/BOYAmt0216038
IRS990/AccountsReceivableGrp/EOYAmt0685964
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO ESTABLISH PROGRAMS FOR SPECIAL NEEDS INDIVIDUALS TO ENCOURAGE DISCOVERY AND DEVELOPMENT OF THEIR UNIQUE TALENTS AND ABILITIES AS THEY LEAVE THE SCHOOL SYSTEM AND ENTER COMMUNITY LIFE.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt01976
IRS990/AdvertisingGrp/TotalAmt01976
IRS990/AllOtherContributionsAmt0189326
IRS990/AllOtherExpensesGrp/FundraisingAmt03591
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt032771
IRS990/AllOtherExpensesGrp/ProgramServicesAmt071556
IRS990/AllOtherExpensesGrp/TotalAmt0107918
IRS990/AmendedReturnInd0X
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0false
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0BOB CHARNEY
IRS990/BooksInCareOfDetail/PhoneNum08185193576
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01440 HARVARD STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0SANTA MONICA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd090404
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0601967
IRS990/CashNonInterestBearingGrp/EOYAmt0101119
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0257998
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0257998
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt0145586
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0335482
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt04937
IRS990/CYOtherExpensesAmt0477927
IRS990/CYOtherRevenueAmt019938
IRS990/CYProgramServiceRevenueAmt02294354
IRS990/CYRevenuesLessExpensesAmt092831
IRS990/CYSalariesCompEmpBnftPaidAmt02083953
IRS990/CYTotalExpensesAmt02561880
IRS990/CYTotalFundraisingExpenseAmt03591
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02654711
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt021773
IRS990/DepreciationDepletionGrp/TotalAmt021773
IRS990/Desc0THE AURELIA FOUNDATION IS A COMMUNITY-BASED DAY PROGRAM FOR ADULTS WITH MODERATE TO SEVERE DEVELOPMENTAL DISABILITIES. OUR PHILOSOPHY IS THAT EVERYONE DESERVES THE CHANCE TO CONTINUE TO GROW AND LEARN, THEREBY ENHANCING THEIR QUALITY OF LIFE. WE SUPPORT 70 ADULTS, AND WORK TO ENRICH THEIR LIVES BY CREATING OPPORTUNITIES FOR COMMUNITY INTEGRATION AND INCLUSION, ENHANCED COMMUNICATION SKILLS, VOCATIONAL TRAINING AND JOB SUPPORT, TRIPS TO MUSEUMS AND ACCESS TO OTHER CULTURAL EXPERIENCES, ART AND MUSIC CLASSES AND MORE. WE WORK WITH THE INDIVIDUALS THAT WE SUPPORT, TO INCREASE INDEPENDENCE, SELF ADVOCACY, SOCIAL AND COMMUNICATION SKILLS. WITH A VARIETY OF OPTIONS FOR ACTIVITIES IN THE COMMUNITY, WE ENCOURAGE EVERY INDIVIDUAL TO MAKE CHOICES THAT BEST SUIT THEIR PERSONAL INTERESTS TO CREATE A PROGRAM THAT IS TRULY PERSON-CENTERED.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt093
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt02316230
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt049616
IRS990/FeesForServicesAccountingGrp/TotalAmt049616
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0150
IRS990/FeesForServicesOtherGrp/TotalAmt0150
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt55.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt65.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt75.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt85.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt95.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0MICHELLE TELLO
IRS990/Form990PartVIISectionAGrp/PersonNm1LISA SZILAGYI
IRS990/Form990PartVIISectionAGrp/PersonNm2LINDSEY HENDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm3BOB CHARNEY
IRS990/Form990PartVIISectionAGrp/PersonNm4KYM KARATH
IRS990/Form990PartVIISectionAGrp/PersonNm5DOUG MASTERSON
IRS990/Form990PartVIISectionAGrp/PersonNm6ANTHONY ELLROD
IRS990/Form990PartVIISectionAGrp/PersonNm7SHELLI JARRETT
IRS990/Form990PartVIISectionAGrp/PersonNm8ROBIN MATHES
IRS990/Form990PartVIISectionAGrp/PersonNm9JOHN GRACE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt092633
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt192283
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt273082
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0COO
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2FOUNDATION MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt3CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt4President
IRS990/Form990PartVIISectionAGrp/TitleTxt5CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02010
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt0146156
IRS990/FundraisingDirectExpensesAmt021048
IRS990/FundraisingGrossIncomeAmt018570
IRS990/GainOrLossGrp/OtherAmt0-712
IRS990/GamingActivitiesInd0true
IRS990/GamingDirectExpensesAmt07143
IRS990/GamingGrossIncomeAmt028221
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt021607
IRS990/GrossReceiptsAmt02705221
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt01906
IRS990/InsuranceGrp/ProgramServicesAmt033831
IRS990/InsuranceGrp/TotalAmt035737
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt05649
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt05649
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0159167
IRS990/LandBldgEquipBasisNetGrp/BOYAmt060688
IRS990/LandBldgEquipBasisNetGrp/EOYAmt084073
IRS990/LandBldgEquipCostOrOtherBssAmt0243240
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt022319
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO ESTABLISH PROGRAMS FOR SPECIAL NEEDS INDIVIDUALS TO ENCOURAGE DISCOVERY AND DEVELOPMENT OF THEIR UNIQUE TALENTS AND ABILITIES AS THEY LEAVE THE SCHOOL SYSTEM AND ENTER COMMUNITY LIFE.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01155118
IRS990/NetAssetsOrFundBalancesEOYAmt01255000
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-712
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-712
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-2478
IRS990/NetIncomeFromGamingGrp/RelatedOrExemptFuncIncomeAmt0-7143
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt021078
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt07051
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01155118
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01255000
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt059838
IRS990/OccupancyGrp/TotalAmt059838
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt024554
IRS990/OtherAssetsTotalGrp/EOYAmt072212
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01534
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt031828
IRS990/OtherEmployeeBenefitsGrp/TotalAmt033362
IRS990/OtherExpensesGrp/Desc0AUTOMOBILE EXPENSES
IRS990/OtherExpensesGrp/Desc1STAFF TRAINING
IRS990/OtherExpensesGrp/Desc2SUPPLIES
IRS990/OtherExpensesGrp/Desc3CONTRACTOR SERVICES
IRS990/OtherExpensesGrp/ProgramServicesAmt054564
IRS990/OtherExpensesGrp/ProgramServicesAmt151905
IRS990/OtherExpensesGrp/ProgramServicesAmt250694
IRS990/OtherExpensesGrp/ProgramServicesAmt343756
IRS990/OtherExpensesGrp/TotalAmt054564
IRS990/OtherExpensesGrp/TotalAmt151905
IRS990/OtherExpensesGrp/TotalAmt250694
IRS990/OtherExpensesGrp/TotalAmt343756
IRS990/OtherLiabilitiesGrp/BOYAmt0332773
IRS990/OtherLiabilitiesGrp/EOYAmt0387019
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01338
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01338
IRS990/OtherRevenueTotalAmt01338
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt088212
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01572639
IRS990/OtherSalariesAndWagesGrp/TotalAmt01660851
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06056
IRS990/PayrollTaxesGrp/ProgramServicesAmt0125686
IRS990/PayrollTaxesGrp/TotalAmt0131742
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt030000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03535
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt08083
IRS990/PrincipalOfficerNm0BOB CHARNEY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0416477
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0255
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0431710
IRS990/PYOtherRevenueAmt08120
IRS990/PYProgramServiceRevenueAmt02144232
IRS990/PYRevenuesLessExpensesAmt04785
IRS990/PYSalariesCompEmpBnftPaidAmt02132589
IRS990/PYTotalExpensesAmt02564299
IRS990/PYTotalRevenueAmt02569084
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt092831
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0699563
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0736296
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0354083
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0416477
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0216304
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0882691
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0328745
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02198300
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt04937
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0255
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0278
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0129
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt05599
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02294354
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02144232
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01993185
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01806546
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt02335508
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt010573825
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt04937
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0255
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0278
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0129
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt05599
IRS990ScheduleA/InvestmentIncomeCYPct00.00040
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt01337
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt08120
IRS990ScheduleA/OtherIncome509Grp/TotalAmt09457
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99880
IRS990ScheduleA/PublicSupportPY509Pct00.99930
IRS990ScheduleA/PublicSupportTotal509Amt012772125
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02648437
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02560709
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02209489
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02689237
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02664253
IRS990ScheduleA/Total509Grp/TotalAmt012772125
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02654711
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02569084
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt02209767
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02689366
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02664253
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt012787181
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt084073
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0159167
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0243240
IRS990ScheduleD/ExpensesSubtotalAmt02561880
IRS990ScheduleD/NetUnrealizedGainsInvstAmt07051
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt079664
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1307355
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OPERATING LEASE LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PPP REFUND LIABILITY
IRS990ScheduleD/RevenueNotReportedAmt07051
IRS990ScheduleD/RevenueSubtotalAmt02654711
IRS990ScheduleD/TotalBookValueLandBuildingsAmt084073

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,687,747
Liabilities
$432,747
Net assets
$1,255,000
Revenue
$2,654,711
Expenses
$2,561,880
Net income
$92,831
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.72$0.56$1.16$2.62$2.72$0.10
2023Detailed filing. Detailed filing data is available for this year.$1.69$0.43$1.26$2.65$2.56$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.64$0.48$1.16$2.57$2.56$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.58$0.43$1.15$2.21$2.15$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.51$0.42$1.09$2.69$2.03$0.66
2019Detailed filing. Detailed filing data is available for this year.$0.49$0.06$0.43$2.66$2.79$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.63$0.07$0.56$2.43$2.52$0.09
2017Detailed filing. Detailed filing data is available for this year.$0.69$0.04$0.65$2.19$1.94$0.26
2016Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.85$0.82$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.20$0.07$0.13
2014Detailed filing. Detailed filing data is available for this year.$0.10$0.10$0.10$0.03$0.07