Civic Intelligence

Westview Services Inc.

990 • Fiscal year 2018 • EIN 33-0172518

Apr 01, 2017 to Mar 31, 2018 • Filed on Aug 27, 2018

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

22nd percentile

0.04x

Higher debt load relative to assets than 22% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

24th percentile

0.11x

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

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Net Margin

54th percentile

4.7%

Higher net margin than 54% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

82nd percentile

$470,671

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 3.0% of source-year revenue.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Asset Growth

50th percentile

2.5%

Faster asset growth than 50% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

21st percentile

-5.4%

Faster revenue growth than 21% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$38,609,165

Up $935,960 (+2.5%) from 2017

Net Assets

Up

$36,941,623

Up $1,011,899 (+2.8%) from 2017

Liabilities

Down

$1,667,542

Down $75,939 (-4.4%) from 2017

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin54th percentile

Revenue

Down

$15,736,151

Down $899,341 (-5.4%) from 2017

Expenses

Up

$15,001,371

Up $292,259 (+2.0%) from 2017

Net Income

Down

$734,780

Down $1,191,600 (-62%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth50th 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

2018

Assets$38,609,165
Liabilities$1,667,542
Net Assets$36,941,623
Open 2018 Filing

Operations Trend

Revenue Growth21st 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

2018

Revenue$15,736,151
Expenses$15,001,371
Net Income$734,780
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2017 to Mar 31, 2018
Signed
Aug 27, 2018
Return Version
2017v2.2
Gross Receipts
$22,145,074
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$29,214,390$30,505,658▲ $1,291,268
Land, Buildings, and Equipment, Net$4,310,802$4,196,275▼ $114,527
Accounts Receivable$1,506,115$1,573,242▲ $67,127
Cash and Non-Interest-Bearing Accounts$1,795,921$1,393,592▼ $402,329
Savings and Temporary Cash Investments$241,905$288,595▲ $46,690
Prepaid Expenses and Deferred Charges$178,392$140,784▼ $37,608
Inventories for Sale or Use$32,621$24,928▼ $7,693
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$37,673,205$38,609,165▲ $935,960
Other Assets Total$393,059$486,091▲ $93,032
Liabilities
Other Liabilities$1,297,233$1,201,994▼ $95,239
Accounts Payable and Accrued Expenses$446,248$465,548▲ $19,300
Total Liabilities$1,743,481$1,667,542▼ $75,939
Net Assets / Fund Balance
Unrestricted Net Assets$35,929,724$36,941,623▲ $1,011,899
Total Net Assets Fund Balance$35,929,724$36,941,623▲ $1,011,899
Total Liabilities and Net Assets / Fund Balance$37,673,205$38,609,165▲ $935,960

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,203,570$2,856,529$5,060,099
Land$1,759,017-$1,759,017
Equipment$165,538$598,936$764,474
Other Land Buildings$61,364$296,158$357,522
Leasehold Improvements$6,786$137,324$144,110
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gregg GannPresidentFT$453,918$16,753$470,671
Judy McbrideHr DirectorFT$185,799$10,580$196,379
Marleen LopezCFOFT$169,589$10,345$179,934
Marina Z MargaryanOperations DirectorFT$137,649$9,882$147,531
Dwight WoodruffDirector of Bus. Aff.FT$109,630$8,387$118,017
Laurie FurutaPerations DirectorFT$101,688$7,779$109,467

Board Members and Trustees

NameTitle
John B WatzDirector
Ned LeibaDirector
Neil B MalleyDirector
Dorothy WilliamsSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
CalanceIt7101 VILLAGE DR, Buena Park, CA 90621$223,490
Custom Building MaintenanceMaintenance13210 Harbor Blvd Ste 219, Garden Grove, CA 92843$146,585
Revenue and Support

Revenue Composition

Contributions and Grants
$14,314,048
Program Service Revenue
$218,078
Investment Income
$1,176,433
Other Revenue
$27,592
All Other Contributions
$17,476
Change in Net Assets
$734,780

Audited Revenue Reconciliation

Revenue per Audited Statements
$15,621,758
Revenue Not Reported on Financial Statements
$114,393
Revenue Not Reported on Form 990
$277,119
Total Revenue per Audited Statements
$15,898,877
Total Revenue per Form 990
$15,736,151
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$11,695,800
Other Expenses$3,305,571
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$7,798,263$722,408-$8,520,671
Other Employee Benefits$1,754,487$179,342-$1,933,829
Travel$756,634$25,637-$782,271
Current Officers, Directors, Trustees, and Key Employees-$639,159-$639,159
Payroll Taxes$518,003$84,138-$602,141
All Other Expenses$388,888$87,374-$476,262
Occupancy$450,490$25,729-$476,219
Depreciation Depletion$232,587$100,710-$333,297
Other Expenses$33,109$110,195-$143,304
Insurance$121,464$17,175-$138,639
Fees for Service Investment Mgmnt Fees-$114,393-$114,393
Office Expenses$17,859$12,788-$30,647
Advertising$8,002$110-$8,112
Total Functional Expenses$12,639,084$2,362,287$0$15,001,371

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$15,001,371
Expenses per Audited Statements$14,886,978
Total Expenses per Audited Statements$14,886,978
Expenses Not Reported on Financial Statements$114,393
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$639,786
Compensated Absences Payable$523,630
Capital Lease Obligations$38,578
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
2018-08-27
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
507
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.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt3President
IRS990/Form990PartVIISectionAGrp/TitleTxt4CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt5Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt6HR DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7Dir. of Bus. Aff.
IRS990/Form990PartVIISectionAGrp/TitleTxt8Operations Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt9Perations Director
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IRS990/MissionDesc0TO OPERATE A TRAINING CENTER TO PROVIDE VOCATIONAL, SOCIAL AND EDUCATIONAL SERVICES TO DEVELOPMENTALLY DISABLED PERSONS.
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IRS990/OfficeExpensesGrp/ProgramServicesAmt017859
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IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0179342
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01754487
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01933829
IRS990/OtherExpensesGrp/Desc0Professional Services
IRS990/OtherExpensesGrp/Desc1Repairs and maintenance
IRS990/OtherExpensesGrp/Desc2Telephone
IRS990/OtherExpensesGrp/Desc3Other G&A Expenses
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0179846
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt122245
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt241038
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3110195
IRS990/OtherExpensesGrp/ProgramServicesAmt0214752
IRS990/OtherExpensesGrp/ProgramServicesAmt1233126
IRS990/OtherExpensesGrp/ProgramServicesAmt2111420
IRS990/OtherExpensesGrp/ProgramServicesAmt333109
IRS990/OtherExpensesGrp/TotalAmt0394598
IRS990/OtherExpensesGrp/TotalAmt1255371
IRS990/OtherExpensesGrp/TotalAmt2152458
IRS990/OtherExpensesGrp/TotalAmt3143304
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IRS990/OtherLiabilitiesGrp/EOYAmt01201994
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUES
IRS990/OtherRevenueMiscGrp/ExclusionAmt01977
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01977
IRS990/OtherRevenueTotalAmt01977
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IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt07798263
IRS990/OtherSalariesAndWagesGrp/TotalAmt08520671
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt084138
IRS990/PayrollTaxesGrp/ProgramServicesAmt0518003
IRS990/PayrollTaxesGrp/TotalAmt0602141
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0178392
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0140784
IRS990/PrincipalOfficerNm0GREGG GANN
IRS990/ProfessionalFundraisingInd0false
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IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0218078
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0218078
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/ExpenseAmt03967450
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt065557
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/ExpenseAmt02005531
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0139801
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt014766863
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt01578222
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IRS990/PYOtherExpensesAmt03172385
IRS990/PYOtherRevenueAmt039655
IRS990/PYProgramServiceRevenueAmt0250752
IRS990/PYRevenuesLessExpensesAmt01926380
IRS990/PYSalariesCompEmpBnftPaidAmt011536727
IRS990/PYTotalExpensesAmt014709112
IRS990/PYTotalRevenueAmt016635492
IRS990/QuidProQuoContributionsInd0false
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IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0734780
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt025615
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
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IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02281076
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Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$38,609,165
Liabilities
$1,667,542
Net assets
$36,941,623
Revenue
$15,736,151
Expenses
$15,001,371
Net income
$734,780
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
2018Detailed filing. Detailed filing data is available for this year.$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