Civic Intelligence

Expanding Horizons Developmental Disability Services

990 • Fiscal year 2013 • EIN 33-0579827

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 12, 2014

7400 El Cajon Blvd No 21291941

(619) 464-5045

Siviq Scores

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

Liabilities / Assets

65th percentile

0.27x

Higher debt load relative to assets than 65% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

39th percentile

0.06x

Higher debt load relative to revenue than 39% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

45th percentile

1.1%

Higher net margin than 45% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

88th percentile

$171,665

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 8.5% of source-year revenue.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

93rd percentile

61%

Faster asset growth than 93% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Assets

Up

$470,116

Up $178,941 (+61%) from 2012

Net Assets

Up

$345,441

Up $80,647 (+30%) from 2012

Liabilities

Up

$124,675

Up $98,294 (+373%) from 2012

Revenue

$2,017,077

No earlier filing loaded for comparison.

Expenses

Up

$1,994,404

Up $1,054 (+0.1%) from 2012

Net Income

$22,673

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2010: $493,177Liabilities 2010: $32,479Net Assets 2010: $460,6982010Assets 2011: $384,038Liabilities 2011: $23,862Net Assets 2011: $360,1762011Assets 2012: $291,175Liabilities 2012: $26,381Net Assets 2012: $264,7942012Assets 2013: $470,116Liabilities 2013: $124,675Net Assets 2013: $345,4412013Assets 2014: $485,459Liabilities 2014: $124,256Net Assets 2014: $361,2032014Assets 2015: $538,872Liabilities 2015: $126,037Net Assets 2015: $412,8352015Assets 2016: $598,930Liabilities 2016: $130,016Net Assets 2016: $468,9142016Assets 2017: $649,287Liabilities 2017: $122,459Net Assets 2017: $526,8282017Assets 2018: $620,024Liabilities 2018: $123,382Net Assets 2018: $496,6422018Assets 2019: $803,520Liabilities 2019: $129,076Net Assets 2019: $674,4442019Assets 2020: $975,725Liabilities 2020: $133,871Net Assets 2020: $841,8542020Assets 2021: $633,379Liabilities 2021: $129,125Net Assets 2021: $504,2542021Assets 2022: $404,986Liabilities 2022: $144,260Net Assets 2022: $260,7262022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2013

Assets$470,116
Liabilities$124,675
Net Assets$345,441

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,734,9492010Expenses 2011: $1,963,2972011Expenses 2012: $1,993,3502012Revenue 2013: $2,017,077Expenses 2013: $1,994,404Net Income 2013: $22,6732013Revenue 2014: $1,859,260Expenses 2014: $1,843,790Net Income 2014: $15,4702014Revenue 2015: $1,668,368Expenses 2015: $1,616,561Net Income 2015: $51,8072015Revenue 2016: $1,610,870Expenses 2016: $1,571,159Net Income 2016: $39,7112016Revenue 2017: $1,638,369Expenses 2017: $1,593,781Net Income 2017: $44,5882017Revenue 2018: $1,664,866Expenses 2018: $1,570,761Net Income 2018: $94,1052018Revenue 2019: $1,998,474Expenses 2019: $1,809,806Net Income 2019: $188,6682019Revenue 2020: $1,886,696Expenses 2020: $1,667,518Net Income 2020: $219,1782020Revenue 2021: $1,031,736Expenses 2021: $1,381,991Net Income 2021: -$350,2552021Revenue 2022: $1,056,687Expenses 2022: $1,372,080Net Income 2022: -$315,3932022Revenue 2023: $85,514Expenses 2023: $490,500Net Income 2023: -$404,9862023

Highlighted filing

2013

Revenue$2,017,077
Expenses$1,994,404
Net Income$22,673
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 12, 2014
Return Version
2013v3.0
Gross Receipts
$2,017,077
Mission and Program Overview

Mission

Service disabled individuals through consultation and training to reduce maladaptive behavior to enable these individuals to transition into a community integrated setting

TRAINING OF DISABLED

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$213,934$163,384▼ $50,550
Accounts Receivable$4,903$146,943▲ $142,040
Cash and Non-Interest-Bearing Accounts$15,311$104,677▲ $89,366
Land, Buildings, and Equipment, Net$56,189$54,488▼ $1,701
Total Assets$291,175$470,116▲ $178,941
Other Assets Total$838$624▼ $214
Liabilities
Accounts Payable and Accrued Expenses$26,381$124,675▲ $98,294
Total Liabilities$26,381$124,675▲ $98,294
Net Assets / Fund Balance
Unrestricted Net Assets$264,794$345,441▲ $80,647
Total Net Assets Fund Balance$264,794$345,441▲ $80,647
Total Liabilities and Net Assets / Fund Balance$291,175$470,116▲ $178,941

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$27,710$108,441$136,151
Buildings$26,778$8,151$34,929
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Steven LefortExecutive Director/presidentFT$148,800$22,865$171,665
Marci SteffesAssociate DirectorFT$72,797$4,628$77,425

Board Members and Trustees

NameTitle
Michael BrownVice President
Doug StephensonSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$58,000
Program Service Revenue
$1,957,232
Investment Income
$1,845
Other Revenue
$0
All Other Contributions
$58,000
Change in Net Assets
$22,673

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,017,077
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,017,077
Total Revenue per Form 990
$2,017,077
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,414,794
Other Expenses$579,610
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,053,760--$1,053,760
Current Officers, Directors, Trustees, and Key Employees$154,859$84,859-$239,718
Occupancy$189,455$7,620-$197,075
Insurance$140,924$8,177-$149,101
Payroll Taxes$108,370$5,628-$113,998
Office Expenses$96,695$5,286-$101,981
Fees for Services Legal$24,566--$24,566
Depreciation Depletion$13,640--$13,640
Fees for Services Accounting$7,420--$7,420
Pension Plan Contributions$2,104$5,214-$7,318
Other Expenses$5,400--$5,400
Information Technology$338--$338
Advertising$223--$223
Fees for Services Other$100--$100
Total Functional Expenses$1,877,620$116,784$0$1,994,404

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,994,404
Total Expenses per Audited Statements$1,994,404
Total Expenses per Form 990$1,994,404
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Steven LefortExecutive DirectorEXPANDING HORIZONS IS RENTING THE FOLLOWING PROPERTIES FROM STEVE LEFORT:1450 BERMUDA LANE, EL CAJON, CA $ 33,816507 BROADWAY, EL CAJON, CA 27,9609281 ROCK ACRE DRIVE, LAKESIDE, CA 35,8328820 GOLDEN RIDGE ROAD, LAKESIDE, CA 32,378 TOTAL $129,986No$129,986
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
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 A, Line 8B

N/A

Form 990, Part VI, Section B, Line 11

The executive director reviews the form 990.

Form 990, Part VI, Section C, Line 19

These documents are available to the public upon written request.

Filing and Contact Details

Filer

EIN
33-0579827
Phone
6194645045

Signing Officer

Name
Steven Lefort Phd
Title
Executive Director
Phone
6194645045
Signed
2014-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steven Lefort Phd
Formed
1993
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
2
Employees
101
Volunteers
0

Preparer

Preparer
Michael C Friedman
Phone
6192381077
Raw XML AppendixShowing 400 of 413 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.

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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt09190777
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/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt026778
IRS990ScheduleD/BuildingsGrp/DepreciationAmt08151
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt034929
IRS990ScheduleD/EquipmentGrp/BookValueAmt027710
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0108441
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0136151
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01994404
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02017077
IRS990ScheduleD/TotalBookValueLandBuildingsAmt054488
IRS990ScheduleD/TotalExpensesPerForm990Amt01994404
IRS990ScheduleD/TotalRevenuePerForm990Amt02017077
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02017077
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01994404
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0148800
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount018121
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt04744
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0STEVEN LEFORT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR/PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0171665
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0STEVEN LEFORT
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0EXECUTIVE DIRECTOR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0129986
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0EXPANDING HORIZONS IS RENTING THE FOLLOWING PROPERTIES FROM STEVE LEFORT:1450 BERMUDA LANE, EL CAJON, CA $ 33,816507 BROADWAY, EL CAJON, CA 27,9609281 ROCK ACRE DRIVE, LAKESIDE, CA 35,8328820 GOLDEN RIDGE ROAD, LAKESIDE, CA 32,378 TOTAL $129,986
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE EXECUTIVE DIRECTOR REVIEWS THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THESE DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxableDistributionsInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0291175
IRS990/TotalAssetsEOYAmt0470116
IRS990/TotalAssetsGrp/BOYAmt0291175
IRS990/TotalAssetsGrp/EOYAmt0470116
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt058000
IRS990/TotalEmployeeCnt0101
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0116784
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01877620
IRS990/TotalFunctionalExpensesGrp/TotalAmt01994404
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt026381
IRS990/TotalLiabilitiesEOYAmt0124675
IRS990/TotalLiabilitiesGrp/BOYAmt026381
IRS990/TotalLiabilitiesGrp/EOYAmt0124675
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0264794
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0345441
IRS990/TotalOtherCompensationAmt09372
IRS990/TotalProgramServiceExpensesAmt01877620
IRS990/TotalProgramServiceRevenueAmt01957232
IRS990/TotalReportableCompFromOrgAmt0239718
IRS990/TotalRevenueGrp/ExclusionAmt01845
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01957232
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02017077
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0291175
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0470116
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0264794
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0345441
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine107400 EL CAJON BLVD 212
IRS990/USAddress/City0LA MESA
IRS990/USAddress/State0CA
IRS990/USAddress/ZIPCode091941
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN LEFORT PHD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06194645045
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine10EXPANDING HORIZONS DEVELOPMENTAL
ReturnHeader/Filer/BusinessName/BusinessNameLine20DISABILITY SERVICES
ReturnHeader/Filer/BusinessNameControlTxt0EXPA
ReturnHeader/Filer/EIN0330579827
ReturnHeader/Filer/PhoneNum06194645045
ReturnHeader/Filer/USAddress/AddressLine107400 EL CAJON BLVD NO 212
ReturnHeader/Filer/USAddress/City0LA MESA
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode091941

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.09$0.49$0.40
2022Detailed filing. Detailed filing data is available for this year.$0.40$0.14$0.26$1.06$1.37$0.32
2021Detailed filing. Detailed filing data is available for this year.$0.63$0.13$0.50$1.03$1.38$0.35
2020Detailed filing. Detailed filing data is available for this year.$0.98$0.13$0.84$1.89$1.67$0.22
2019Detailed filing. Detailed filing data is available for this year.$0.80$0.13$0.67$2.00$1.81$0.19
2018Detailed filing. Detailed filing data is available for this year.$0.62$0.12$0.50$1.66$1.57$0.09
2017Detailed filing. Detailed filing data is available for this year.$0.65$0.12$0.53$1.64$1.59$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.60$0.13$0.47$1.61$1.57$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.54$0.13$0.41$1.67$1.62$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.49$0.12$0.36$1.86$1.84$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.47$0.12$0.35$2.02$1.99$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.29$0.03$0.26$1.99
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.02$0.36$1.96
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.49$0.03$0.46$1.73