Civic Intelligence

Westview Services Inc.

990 • Fiscal year 2016 • EIN 33-0172518

Apr 01, 2015 to Mar 31, 2016 • Filed on Sep 11, 2016

Organization ProfileWWW.WESTVIEWSERVICES.ORG

View Organization Page

10522 Katella AvenueAnaheim, CA 92804

(714) 517-6606

Siviq Scores

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

Liabilities / Assets

24th percentile

0.06x

Higher debt load relative to assets than 24% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

27th percentile

0.13x

Higher debt load relative to revenue than 27% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Net Margin

65th percentile

7.1%

Higher net margin than 65% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

79th percentile

$428,845

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 2.7% of source-year revenue.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Asset Growth

45th percentile

1.3%

Faster asset growth than 45% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

18th percentile

-14%

Faster revenue growth than 18% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$35,555,324

Up $451,403 (+1.3%) from 2015

Net Assets

Up

$33,485,254

Up $623,465 (+1.9%) from 2015

Liabilities

Down

$2,070,070

Down $172,062 (-7.7%) from 2015

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin65th percentile

Revenue

Down

$15,624,470

Down $2,615,049 (-14%) from 2015

Expenses

Down

$14,509,280

Down $478,424 (-3.2%) from 2015

Net Income

Down

$1,115,190

Down $2,136,625 (-66%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$60M$40M$20M$0Assets 2011: $25,230,925Liabilities 2011: $3,655,025Net Assets 2011: $21,575,9002011Assets 2012: $27,174,742Liabilities 2012: $2,916,676Net Assets 2012: $24,258,0662012Assets 2013: $30,167,816Liabilities 2013: $3,595,416Net Assets 2013: $26,572,4002013Assets 2014: $32,764,073Liabilities 2014: $2,196,324Net Assets 2014: $30,567,7492014Assets 2015: $35,103,921Liabilities 2015: $2,242,132Net Assets 2015: $32,861,7892015Assets 2016: $35,555,324Liabilities 2016: $2,070,070Net Assets 2016: $33,485,2542016Assets 2017: $37,673,205Liabilities 2017: $1,743,481Net Assets 2017: $35,929,7242017Assets 2018: $38,609,165Liabilities 2018: $1,667,542Net Assets 2018: $36,941,6232018Assets 2019: $38,088,473Liabilities 2019: $1,833,424Net Assets 2019: $36,255,0492019Assets 2020: $36,020,258Liabilities 2020: $1,905,918Net Assets 2020: $34,114,3402020Assets 2021: $39,266,155Liabilities 2021: $1,885,016Net Assets 2021: $37,381,1392021Assets 2022: $43,801,353Liabilities 2022: $1,225,351Net Assets 2022: $42,576,0022022Assets 2023: $45,311,453Liabilities 2023: $1,285,220Net Assets 2023: $44,026,2332023Assets 2024: $52,265,941Liabilities 2024: $1,133,359Net Assets 2024: $51,132,5822024Assets 2025: $53,905,458Liabilities 2025: $1,132,961Net Assets 2025: $52,772,4972025

Highlighted filing

2016

Assets$35,555,324
Liabilities$2,070,070
Net Assets$33,485,254
Open 2016 Filing

Operations Trend

Revenue Growth18th percentile

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2011: $14,977,3332011Expenses 2012: $13,616,7822012Expenses 2013: $15,102,1952013Revenue 2014: $18,115,482Expenses 2014: $14,357,061Net Income 2014: $3,758,4212014Revenue 2015: $18,239,519Expenses 2015: $14,987,704Net Income 2015: $3,251,8152015Revenue 2016: $15,624,470Expenses 2016: $14,509,280Net Income 2016: $1,115,1902016Revenue 2017: $16,635,492Expenses 2017: $14,709,112Net Income 2017: $1,926,3802017Revenue 2018: $15,736,151Expenses 2018: $15,001,371Net Income 2018: $734,7802018Revenue 2019: $15,438,909Expenses 2019: $15,848,237Net Income 2019: -$409,3282019Revenue 2020: $15,809,961Expenses 2020: $15,791,801Net Income 2020: $18,1602020Revenue 2021: $16,519,811Expenses 2021: $14,543,781Net Income 2021: $1,976,0302021Revenue 2022: $14,508,917Expenses 2022: $8,625,688Net Income 2022: $5,883,2292022Revenue 2023: $12,128,585Expenses 2023: $8,894,520Net Income 2023: $3,234,0652023Revenue 2024: $13,245,213Expenses 2024: $8,460,561Net Income 2024: $4,784,6522024Revenue 2025: $9,856,576Expenses 2025: $8,244,208Net Income 2025: $1,612,3682025

Highlighted filing

2016

Revenue$15,624,470
Expenses$14,509,280
Net Income$1,115,190
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2015 to Mar 31, 2016
Signed
Sep 11, 2016
Return Version
2015v2.0
Gross Receipts
$23,508,998
Mission and Program Overview

Mission

To operate a training center to provide vocational, social, and educational services to developmentally disabled persons.

To operate a training center to provide vocational, social and educational services to developmentally disabled persons.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$25,505,796$25,962,313▲ $456,517
Land, Buildings, and Equipment, Net$4,518,550$4,517,648▼ $902
Cash and Non-Interest-Bearing Accounts$2,497,240$2,681,292▲ $184,052
Accounts Receivable$1,447,148$1,517,672▲ $70,524
Savings and Temporary Cash Investments$465,127$226,926▼ $238,201
Prepaid Expenses and Deferred Charges$62,844$105,106▲ $42,262
Inventories for Sale or Use$4,707$1,656▼ $3,051
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Total Assets$35,103,921$35,555,324▲ $451,403
Other Assets Total$602,509$542,711▼ $59,798
Liabilities
Other Liabilities$1,577,301$1,625,260▲ $47,959
Accounts Payable and Accrued Expenses$664,831$444,810▼ $220,021
Total Liabilities$2,242,132$2,070,070▼ $172,062
Net Assets / Fund Balance
Unrestricted Net Assets$32,861,789$33,485,254▲ $623,465
Total Net Assets Fund Balance$32,861,789$33,485,254▲ $623,465
Total Liabilities and Net Assets / Fund Balance$35,103,921$35,555,324▲ $451,403

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,324,824$2,800,270$5,125,094
Land$1,959,017-$1,959,017
Equipment$188,188$434,863$623,051
Other Land Buildings$42,302$363,566$405,868
Leasehold Improvements$3,317$130,986$134,303
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gregg GannPresidentFT$413,579$15,266$428,845
Judy McbrideHr DirectorFT$159,443$9,659$169,102
Marleen LopezCFOFT$131,695$9,257$140,952
Marina Z MargaryanOperations DirectorFT$129,527$9,225$138,752
Dwight WoodruffDirector of Bus. Aff.FT$105,447$8,067$113,514

Board Members and Trustees

NameTitle
John B WatzDirector
Martin ConlonDirector
Ned LeibaDirector
Neil B MalleyDirector
Dorothy WilliamsSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
M A Nourse INCConstruction2822 WALNUT AVE STE E, Tustin, CA 92780$199,513
CalanceIt23046 Avenida de la Carlota 750, Laguna Hills, CA 92653$128,580
Revenue and Support

Revenue Composition

Contributions and Grants
$14,452,367
Program Service Revenue
$305,132
Investment Income
$802,713
Other Revenue
$64,258
All Other Contributions
$33,503
Change in Net Assets
$1,115,190

Audited Revenue Reconciliation

Revenue per Audited Statements
$15,540,557
Revenue Not Reported on Financial Statements
$83,913
Revenue Not Reported on Form 990
$-491,725
Total Revenue per Audited Statements
$15,048,832
Total Revenue per Form 990
$15,624,470
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$11,266,336
Other Expenses$3,242,944
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$6,961,052$764,982-$7,726,034
Other Employee Benefits$2,083,242$291,846-$2,375,088
Travel$836,450$29,268-$865,718
Payroll Taxes$533,788$83,293-$617,081
Current Officers, Directors, Trustees, and Key Employees-$548,133-$548,133
All Other Expenses$359,312$126,821-$486,133
Occupancy$465,073$18,716-$483,789
Depreciation Depletion$179,878$122,842-$302,720
Other Expenses$90,973$37,229-$128,202
Insurance$113,789$7,135-$120,924
Fees for Service Investment Mgmnt Fees-$83,913-$83,913
Office Expenses$19,096$10,865-$29,961
Advertising$5,586--$5,586
Total Functional Expenses$12,104,027$2,405,253$0$14,509,280

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$14,509,280
Expenses per Audited Statements$14,425,367
Total Expenses per Audited Statements$14,425,367
Expenses Not Reported on Financial Statements$83,913
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

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
Estimated Claims Payable$1,097,085
Compensated Absences Payable$409,768
Capital Lease Obligations$118,407
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
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
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings

“THE ORGANIZATION HAS NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. THEREFORE, QUESTIONS 8(b) IS NOT APPLICABLE.”

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

“The organization's cfo reviews the form 990 and related schedules that are prepared by a third-party cpa firm familiar with exempt organization reporting requirements. The form 990 is filed after the board of directors approve the audited financial statements which are used to complete form 990.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Ceo's compensation is based on a proposed contract which is approved by the board of directors.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“Cfo's compensation is approved by the board based on comparability data.”

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

“The governing documents and financial statements are published and made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Westview Services Inc
EIN
33-0172518
Phone
7145176606
Address
10522 KATELLA AVENUE, ANAHEIM, CA 92804

Signing Officer

Name
Marleen Lopez
Title
CFO
Signed
2016-09-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gregg Gann
Formed
1986
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
702
Volunteers
3

Preparer

Firm
White Nelson Diehl Evans LLP
Address
2875 Michelle Drive Suite 300, Irvine, CA 92606
Preparer
Robert J Callanan CPA
Phone
7149781300
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“Other program services 4: behavior management programs - facilitate learning appropriate behavior and the management of challenges through employment and a comprehensive community-based activity schedule. Other program services 5: senior care - conduct activities designed to promote mental and physical health along with community integration opportunities. Seniors participate in special excursions, a daily exercise program, arts and crafts projects, and holiday celebrations.”

Raw XML AppendixShowing 400 of 553 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/BOYAmt0664831
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0444810
IRS990/AccountsReceivableGrp/BOYAmt01447148
IRS990/AccountsReceivableGrp/EOYAmt01517672
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO OPERATE A TRAINING CENTER TO PROVIDE VOCATIONAL, SOCIAL AND EDUCATIONAL SERVICES TO DEVELOPMENTALLY DISABLED PERSONS.
IRS990/AdvertisingGrp/ProgramServicesAmt05586
IRS990/AdvertisingGrp/TotalAmt05586
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt033503
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0126821
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0359312
IRS990/AllOtherExpensesGrp/TotalAmt0486133
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Marleen A Lopez
IRS990/BooksInCareOfDetail/PhoneNum07145176606
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt010522 KATELLA AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0ANAHEIM
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092804
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt02497240
IRS990/CashNonInterestBearingGrp/EOYAmt02681292
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt02
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0548133
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0548133
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0199513
IRS990/ContractorCompensationGrp/CompensationAmt1128580
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt02822 WALNUT AVE STE E
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt123046 Avenida de la Carlota 750
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0TUSTIN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1Laguna Hills
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd092780
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd192653
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0M A NOURSE INC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1CALANCE
IRS990/ContractorCompensationGrp/ServicesDesc0CONSTRUCTION
IRS990/ContractorCompensationGrp/ServicesDesc1IT
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt014452367
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0802713
IRS990/CYOtherExpensesAmt03242944
IRS990/CYOtherRevenueAmt064258
IRS990/CYProgramServiceRevenueAmt0305132
IRS990/CYRevenuesLessExpensesAmt01115190
IRS990/CYSalariesCompEmpBnftPaidAmt011266336
IRS990/CYTotalExpensesAmt014509280
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt015624470
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0122842
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0179878
IRS990/DepreciationDepletionGrp/TotalAmt0302720
IRS990/Desc0SITE-BASED PROGRAMS - FOCUS ACTIVITIES TO IMPROVE SOCIAL INTEGRATION SKILLS AND SELF-ESTEEM ALONG WITH CREATIVE EXPRESSION THROUGH THE ARTS FOR ADULTS WITH SEVERELY CHALLENGING DISABILITIES.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt0702
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt04261720
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt083913
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt083913
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/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt840.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt940.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt415266
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt59257
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt79659
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt88067
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt99225
IRS990/Form990PartVIISectionAGrp/PersonNm0JOHN B WATZ
IRS990/Form990PartVIISectionAGrp/PersonNm1Martin Conlon
IRS990/Form990PartVIISectionAGrp/PersonNm2NEIL B MALLEY
IRS990/Form990PartVIISectionAGrp/PersonNm3NED LEIBA
IRS990/Form990PartVIISectionAGrp/PersonNm4GREGG GANN
IRS990/Form990PartVIISectionAGrp/PersonNm5Marleen Lopez
IRS990/Form990PartVIISectionAGrp/PersonNm6DOROTHY WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm7JUDY MCBRIDE
IRS990/Form990PartVIISectionAGrp/PersonNm8Dwight Woodruff
IRS990/Form990PartVIISectionAGrp/PersonNm9Marina Z Margaryan
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt4413579
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt5131695
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt7159443
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8105447
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9129527
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/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4President
IRS990/Form990PartVIISectionAGrp/TitleTxt5CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt6Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt7HR DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8Dir. of Bus. Aff.
IRS990/Form990PartVIISectionAGrp/TitleTxt9Operations Dir.
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01986
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt08758
IRS990/GainOrLossGrp/SecuritiesAmt081980
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GovernmentGrantsAmt014418864
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt012000
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt07963266
IRS990/GrossReceiptsAmt023508998
IRS990/GrossRentsGrp/RealAmt051508
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt05
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt07135
IRS990/InsuranceGrp/ProgramServicesAmt0113789
IRS990/InsuranceGrp/TotalAmt0120924
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt04707
IRS990/InventoriesForSaleOrUseGrp/EOYAmt01656
IRS990/InvestmentIncomeGrp/ExclusionAmt0711975
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0711975
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt025505796
IRS990/InvestmentsPubTradedSecGrp/EOYAmt025962313
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt034
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03729685
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04518550
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04517648
IRS990/LandBldgEquipCostOrOtherBssAmt08247333
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt03242
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt07881286
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO OPERATE A TRAINING CENTER TO PROVIDE VOCATIONAL, SOCIAL AND EDUCATIONAL SERVICES TO DEVELOPMENTALLY DISABLED PERSONS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt032861789
IRS990/NetAssetsOrFundBalancesEOYAmt033485254
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt090738
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt090738
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt051508
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt051508
IRS990/NetUnrlzdGainsLossesInvstAmt0-491725
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt018716
IRS990/OccupancyGrp/ProgramServicesAmt0465073
IRS990/OccupancyGrp/TotalAmt0483789
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt010865
IRS990/OfficeExpensesGrp/ProgramServicesAmt019096
IRS990/OfficeExpensesGrp/TotalAmt029961
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt0602509
IRS990/OtherAssetsTotalGrp/EOYAmt0542711
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0291846
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt02083242
IRS990/OtherEmployeeBenefitsGrp/TotalAmt02375088
IRS990/OtherExpensesGrp/Desc0Professional Services
IRS990/OtherExpensesGrp/Desc1Repairs and maintenance
IRS990/OtherExpensesGrp/Desc2Utilities
IRS990/OtherExpensesGrp/Desc3Telephone
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0231597
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt120687
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt227926
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt337229
IRS990/OtherExpensesGrp/ProgramServicesAmt0151859
IRS990/OtherExpensesGrp/ProgramServicesAmt1184143
IRS990/OtherExpensesGrp/ProgramServicesAmt2119786
IRS990/OtherExpensesGrp/ProgramServicesAmt390973
IRS990/OtherExpensesGrp/TotalAmt0383456
IRS990/OtherExpensesGrp/TotalAmt1204830
IRS990/OtherExpensesGrp/TotalAmt2147712
IRS990/OtherExpensesGrp/TotalAmt3128202
IRS990/OtherLiabilitiesGrp/BOYAmt01577301
IRS990/OtherLiabilitiesGrp/EOYAmt01625260
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUES
IRS990/OtherRevenueMiscGrp/ExclusionAmt012750
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt012750
IRS990/OtherRevenueTotalAmt012750
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0764982
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt06961052
IRS990/OtherSalariesAndWagesGrp/TotalAmt07726034
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt083293
IRS990/PayrollTaxesGrp/ProgramServicesAmt0533788
IRS990/PayrollTaxesGrp/TotalAmt0617081
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt062844
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0105106
IRS990/PrincipalOfficerNm0GREGG GANN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0624310
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0305132
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0305132
IRS990/ProgSrvcAccomActy2Grp/Desc0COMMUNITY-BASED PROGRAMS - PROVIDES A "JOB COACH" FOR EVERY THREE ADULTS. THE RESPONSIBILITY OF A JOB COACH IS TO ASSIST WITH THE JOB, ENSURE SAFETY AT ALL TIMES, PROVIDE TRANSPORTATION TO THE JOB SITE, AND ASSIST WITH CHOICE-MAKING AND INTERACTION WITH OTHER EMPLOYEES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt04034300
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt078482
IRS990/ProgSrvcAccomActy3Grp/Desc0SUPPORTED EMPLOYMENT - PROVIDES THE OPPORTUNITY FOR INDIVIDUALS WITH DISABILITIES TO OBTAIN AND MAINTAIN COMPETITIVE EMPLOYMENT IN AN INTEGRATED ENVIRONMENT WITH THE CONTINUING SUPPORT OF A VOCATIONAL SPECIALIST.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt01871844
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0212185
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt015574799
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt02246180
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt03217459
IRS990/PYOtherRevenueAmt059460
IRS990/PYProgramServiceRevenueAmt0359080
IRS990/PYRevenuesLessExpensesAmt03251815
IRS990/PYSalariesCompEmpBnftPaidAmt011770245
IRS990/PYTotalExpensesAmt014987704
IRS990/PYTotalRevenueAmt018239519
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt01115190
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt051508
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt012569
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0465127
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0226926
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt014452367
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt015574799
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt016372546
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt015791341
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt015107507
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt077298560
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0763483
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02281076
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01140818
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0555595
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0456766
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt05197738
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01148018
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt012750
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt024564
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0125137
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt043991
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt043290
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0249732
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.93420
IRS990ScheduleA/PublicSupportPY170Pct00.93780
IRS990ScheduleA/PublicSupportTotal170Amt077298560
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt014452367
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt015574799
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt016372546
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt015791341
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt015107507
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt077298560
IRS990ScheduleA/TotalSupportAmt082746030
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,555,324
Liabilities
$2,070,070
Net assets
$33,485,254
Revenue
$15,624,470
Expenses
$14,509,280
Net income
$1,115,190
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$53.9$1.13$52.8$9.86$8.24$1.61
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$52.3$1.13$51.1$13.2$8.46$4.78
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$45.3$1.29$44.0$12.1$8.89$3.23
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.8$1.23$42.6$14.5$8.63$5.88
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$39.3$1.89$37.4$16.5$14.5$1.98
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.0$1.91$34.1$15.8$15.8$0.02
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.1$1.83$36.3$15.4$15.8$0.41
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.6$1.67$36.9$15.7$15.0$0.73
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.7$1.74$35.9$16.6$14.7$1.93
2016Detailed filing. Detailed filing data is available for this year.$35.6$2.07$33.5$15.6$14.5$1.12
2015Detailed filing. Detailed filing data is available for this year.$35.1$2.24$32.9$18.2$15.0$3.25
2014Detailed filing. Detailed filing data is available for this year.$32.8$2.20$30.6$18.1$14.4$3.76
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.2$3.60$26.6$15.1
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.2$2.92$24.3$13.6
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.2$3.66$21.6$15.0