Civic Intelligence

Westview Services Inc.

990 • Fiscal year 2020 • EIN 33-0172518

Apr 01, 2019 to Mar 31, 2020 • Filed on Oct 20, 2020

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

0.05x

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

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.12x

Higher debt load relative to revenue than 21% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Net Margin

35th percentile

0.1%

Higher net margin than 35% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

83rd percentile

$475,359

Higher top officer pay than 83% of similar nonprofits.

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

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Asset Growth

10th percentile

-5.4%

Faster asset growth than 10% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

49th percentile

2.4%

Faster revenue growth than 49% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$36,020,258

Down $2,068,215 (-5.4%) from 2019

Net Assets

Down

$34,114,340

Down $2,140,709 (-5.9%) from 2019

Liabilities

Up

$1,905,918

Up $72,494 (+4.0%) from 2019

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin35th percentile

Revenue

Up

$15,809,961

Up $371,052 (+2.4%) from 2019

Expenses

Down

$15,791,801

Down $56,436 (-0.4%) from 2019

Net Income

Up

$18,160

Up $427,488 (+104%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth10th 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

2020

Assets$36,020,258
Liabilities$1,905,918
Net Assets$34,114,340
Open 2020 Filing

Operations Trend

Revenue Growth49th 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

2020

Revenue$15,809,961
Expenses$15,791,801
Net Income$18,160
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2019 to Mar 31, 2020
Signed
Oct 20, 2020
Return Version
2019v5.0
Gross Receipts
$49,900,880
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
Savings and Temporary Cash Investments$293,629$16,167,900▲ $15,874,271
Investments in Publicly Traded Securities$30,450,713$12,802,240▼ $17,648,473
Land, Buildings, and Equipment, Net$4,086,150$3,890,537▼ $195,613
Accounts Receivable$1,560,292$1,747,517▲ $187,225
Cash and Non-Interest-Bearing Accounts$1,115,724$872,429▼ $243,295
Prepaid Expenses and Deferred Charges$93,534$65,052▼ $28,482
Inventories for Sale or Use$18,682$22,163▲ $3,481
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$38,088,473$36,020,258▼ $2,068,215
Other Assets Total$469,749$452,420▼ $17,329
Liabilities
Other Liabilities$1,419,405$1,390,742▼ $28,663
Accounts Payable and Accrued Expenses$414,019$515,176▲ $101,157
Total Liabilities$1,833,424$1,905,918▲ $72,494
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$36,255,049$34,114,340▼ $2,140,709
Total Net Assets Fund Balance$36,255,049$34,114,340▼ $2,140,709
Total Liabilities and Net Assets / Fund Balance$38,088,473$36,020,258▼ $2,068,215

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,894,903$3,300,567$5,195,470
Land$1,759,017-$1,759,017
Equipment$198,483$389,821$588,304
Other Land Buildings$26,632$281,387$308,019
Leasehold Improvements$11,502$148,679$160,181
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gregg GannPresident & CEOFT$458,153$17,206$475,359
Judy McbrideHr DirectorFT$208,190$11,332$219,522
Marleen LopezCFOFT$179,341$10,840$190,181
Marina Z MargaryanOperation DirectorFT$165,157$10,835$175,992
Melvin RandolphOperation DirectorFT$106,440$8,142$114,582
Shanaz AoraOperation DirectorFT$105,850$8,098$113,948
Laurie FurutaOperation DirectorFT$102,109$7,812$109,921

Board Members and Trustees

NameTitle
Dwight WoodruffDirector
John B WatzDirector
Ned LeibaDirector - 6/13
Neil B MalleyDirector - 8/6
Dorothy WilliamsSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
CalanceIT Services7101 Village Dr, Buena Park, CA 90621$174,767
Custom Building MaintenanceMaintenance13210 Harbor Blvd Ste 219, Garden Grove, CA 92843$143,411
Revenue and Support

Revenue Composition

Contributions and Grants
$13,594,271
Program Service Revenue
$232,343
Investment Income
$1,952,916
Other Revenue
$30,431
All Other Contributions
$17,973
Change in Net Assets
$18,160

Audited Revenue Reconciliation

Revenue per Audited Statements
$15,743,711
Revenue Not Reported on Financial Statements
$66,250
Revenue Not Reported on Form 990
$-2,158,869
Total Revenue per Audited Statements
$13,584,842
Total Revenue per Form 990
$15,809,961
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$12,670,240
Other Expenses$3,121,561
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$8,036,278$695,902-$8,732,180
Other Employee Benefits$2,243,612$314,597-$2,558,209
Travel$710,660$24,612-$735,272
Payroll Taxes$614,962$82,434-$697,396
Current Officers, Directors, Trustees, and Key Employees-$682,455-$682,455
All Other Expenses$337,163$155,503-$492,666
Occupancy$423,509$18,562-$442,071
Depreciation Depletion$230,559$93,831-$324,390
Other Expenses$89,576$19,049-$108,625
Fees for Service Investment Mgmnt Fees-$66,250-$66,250
Insurance$52,255$2,075-$54,330
Advertising$6,399$200-$6,599
Total Functional Expenses$13,311,231$2,480,570$0$15,791,801

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$15,791,801
Expenses per Audited Statements$15,725,551
Total Expenses per Audited Statements$15,725,551
Expenses Not Reported on Financial Statements$66,250
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$803,614
Compensated Absences Payable$587,128
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
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
2020-10-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gregg Gann
Formed
1986
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
3
Employees
435
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/TitleTxt1HR DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt3Operation Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Operation Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Operation Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Operation Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director - 8/6
IRS990/Form990PartVIISectionAGrp/TitleTxt10Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director - 6/13
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IRS990/OtherAssetsTotalGrp/EOYAmt0452420
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0314597
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt02243612
IRS990/OtherEmployeeBenefitsGrp/TotalAmt02558209
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IRS990/OtherExpensesGrp/Desc1Repairs and maintenance
IRS990/OtherExpensesGrp/Desc2Telephone
IRS990/OtherExpensesGrp/Desc3Utilities
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt126178
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt235854
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt319049
IRS990/OtherExpensesGrp/ProgramServicesAmt0188356
IRS990/OtherExpensesGrp/ProgramServicesAmt1229137
IRS990/OtherExpensesGrp/ProgramServicesAmt2148765
IRS990/OtherExpensesGrp/ProgramServicesAmt389576
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IRS990/OtherExpensesGrp/TotalAmt1255315
IRS990/OtherExpensesGrp/TotalAmt2184619
IRS990/OtherExpensesGrp/TotalAmt3108625
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IRS990/OtherLiabilitiesGrp/EOYAmt01390742
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUES
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IRS990/OtherRevenueTotalAmt03470
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0695902
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt08036278
IRS990/OtherSalariesAndWagesGrp/TotalAmt08732180
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt082434
IRS990/PayrollTaxesGrp/ProgramServicesAmt0614962
IRS990/PayrollTaxesGrp/TotalAmt0697396
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt065052
IRS990/PrincipalOfficerNm0GREGG GANN
IRS990/ProfessionalFundraisingInd0false
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IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0232343
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0232343
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/ExpenseAmt04197197
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt073618
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.
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IRS990/PYOtherRevenueAmt030999
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IRS990/PYRevenuesLessExpensesAmt0-409328
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$36,020,258
Liabilities
$1,905,918
Net assets
$34,114,340
Revenue
$15,809,961
Expenses
$15,791,801
Net income
$18,160
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
2020Detailed filing. Detailed filing data is available for this year.$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