Civic Intelligence

Project Access Inc.

990 • Fiscal year 2023 • EIN 33-0834635

Jan 01, 2023 to Dec 31, 2023 • Filed on May 10, 2024

Organization Profilewww.project-access.org

View Organization Page

2100 W Orangewood Ave Suite 230Orange, CA 92868

(949) 253-6200

Siviq Scores

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

Liabilities / Assets

68th percentile

0.39x

Higher debt load relative to assets than 68% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

32nd percentile

0.12x

Higher debt load relative to revenue than 32% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

35th percentile

-0.8%

Higher net margin than 35% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

77th percentile

$287,683

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 2.2% of source-year revenue.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

20th percentile

-2.6%

Faster asset growth than 20% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

64th percentile

13%

Faster revenue growth than 64% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets68th percentile

Assets

Down

$3,994,359

Down $107,468 (-2.6%) from 2022

Net Assets

Up

$2,455,586

Up $6,396 (+0.3%) from 2022

Liabilities

Down

$1,538,773

Down $113,864 (-6.9%) from 2022

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin35th percentile

Revenue

Up

$13,327,870

Up $1,554,973 (+13%) from 2022

Expenses

Up

$13,439,241

Up $1,691,822 (+14%) from 2022

Net Income

Down

-$111,371

Down $136,849 (-537%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$6.0M$4.0M$2.0M$0Assets 2014: $1,433,587Liabilities 2014: $286,402Net Assets 2014: $1,147,1852014Assets 2015: $1,370,391Liabilities 2015: $220,343Net Assets 2015: $1,150,0482015Assets 2016: $1,514,659Liabilities 2016: $288,550Net Assets 2016: $1,226,1092016Assets 2017: $1,697,122Liabilities 2017: $415,570Net Assets 2017: $1,281,5522017Assets 2018: $1,532,388Liabilities 2018: $377,782Net Assets 2018: $1,154,6062018Assets 2019: $1,671,797Liabilities 2019: $508,091Net Assets 2019: $1,163,7062019Assets 2020: $2,822,248Liabilities 2020: $1,422,112Net Assets 2020: $1,400,1362020Assets 2021: $2,961,540Liabilities 2021: $522,519Net Assets 2021: $2,439,0212021Assets 2022: $4,101,827Liabilities 2022: $1,652,637Net Assets 2022: $2,449,1902022Assets 2023: $3,994,359Liabilities 2023: $1,538,773Net Assets 2023: $2,455,5862023Assets 2024: $4,224,641Liabilities 2024: $2,037,703Net Assets 2024: $2,186,9382024

Highlighted filing

2023

Assets$3,994,359
Liabilities$1,538,773
Net Assets$2,455,586
Open 2023 Filing

Operations Trend

Revenue Growth64th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2014: $4,361,704Expenses 2014: $4,392,676Net Income 2014: -$30,9722014Revenue 2015: $4,475,661Expenses 2015: $4,472,798Net Income 2015: $2,8632015Revenue 2016: $4,966,209Expenses 2016: $4,890,148Net Income 2016: $76,0612016Revenue 2017: $5,893,011Expenses 2017: $5,837,568Net Income 2017: $55,4432017Revenue 2018: $6,286,880Expenses 2018: $6,413,826Net Income 2018: -$126,9462018Revenue 2019: $7,871,388Expenses 2019: $7,862,288Net Income 2019: $9,1002019Revenue 2020: $11,990,136Expenses 2020: $11,753,706Net Income 2020: $236,4302020Revenue 2021: $13,042,187Expenses 2021: $12,003,302Net Income 2021: $1,038,8852021Revenue 2022: $11,772,897Expenses 2022: $11,747,419Net Income 2022: $25,4782022Revenue 2023: $13,327,870Expenses 2023: $13,439,241Net Income 2023: -$111,3712023Revenue 2024: $13,533,806Expenses 2024: $13,872,413Net Income 2024: -$338,6072024

Highlighted filing

2023

Revenue$13,327,870
Expenses$13,439,241
Net Income-$111,371
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 10, 2024
Return Version
2023v5.0
Gross Receipts
$15,808,493
Mission and Program Overview

Mission

To be the leading provider of vital on-site health, education and employment services to low-income families, children and seniors.

Provides on-site services to low-income families, children and seniors.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,175,832$2,021,514▲ $845,682
Savings and Temporary Cash Investments$497,487$781,209▲ $283,722
Cash and Non-Interest-Bearing Accounts$1,227,649$331,418▼ $896,231
Accounts Receivable$146,577$74,497▼ $72,080
Land, Buildings, and Equipment, Net$64,286$40,134▼ $24,152
Prepaid Expenses and Deferred Charges$55,955$21,713▼ $34,242
Total Assets$4,101,827$3,994,359▼ $107,468
Other Assets Total$934,041$723,874▼ $210,167
Liabilities
Other Liabilities$945,668$820,025▼ $125,643
Accounts Payable and Accrued Expenses$545,957$647,778▲ $101,821
Deferred Revenue$161,012$70,970▼ $90,042
Total Liabilities$1,652,637$1,538,773▼ $113,864
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,233,885$2,288,013▲ $54,128
Net Assets With Donor Restrictions$215,305$167,573▼ $47,732
Total Net Assets Fund Balance$2,449,190$2,455,586▲ $6,396
Total Liabilities and Net Assets / Fund Balance$4,101,827$3,994,359▼ $107,468

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$25,600$39,698$65,298
Equipment$14,534$40,931$55,465
Other Assets Org$17,629--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$24,035-▲ $2,732-$26,767
2022$14,850$10,000▼ $815-$24,035
2021$12,911-▲ $1,939-$14,850
2020$12,097-▲ $814-$12,911
2019$10,480-▲ $1,617-$12,097
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kristin ByrnesCEO & PresidentFT$287,683$287,683
Victoria O'LearyChief Operating OfficerFT$213,141$213,141
Teresa IchsanChief Business DevelopmentFT$180,453$180,453
Danielle NagaoFormer CFOFT$175,540$175,540
Debra OliveControllerFT$148,339$148,339
James LeSr Director of DevelopmentFT$120,395$120,395
Lisa GrassiCFOFT$21,346$21,346

Board Members and Trustees

NameTitle
Jonathan B WebbChairman
Glenn RogersVice Chair
Jason TajimaDirector
Matt DeGrawDirector
Ruzbeh DaruwallaDirector
Taylor ListerDirector
William WhalenDirector
Chris GarciaSecretary
Adrian CraciunTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Triple Source Technologies IncMSP Fees and IT Support3317 S Higley Rd Suite 114-439, Gilbert, AZ 85297$202,168
Orange Door Consulting IncGrant Writing10341 Los Alamitos Blvd, Los Alamitos, CA 90720$148,800
Revenue and Support

Revenue Composition

Contributions and Grants
$2,923,373
Program Service Revenue
$10,212,564
Investment Income
$-11,890
Other Revenue
$203,823
All Other Contributions
$2,719,930
Change in Net Assets
$-111,371

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Food Inventory1,464$1,669,970Estimated value
Other Non Cash Contri Table315$122,326Estimated value
Other Non Cash Contri Table274$120,837Estimated value
Clothing and Household Goods-$46,915Estimated value
Other Non Cash Contri Table85$40,378Estimated value
Other Non Cash Contri Table23$40,224Estimated value
Other Non Cash Contri Table22$39,990Estimated value
Other Non Cash Contri Table11$36,717Estimated value
Other Non Cash Contri Table7$11,891Estimated value
Other Non Cash Contri Table16$6,177Estimated value
Other Non Cash Contri Table12$5,050Estimated value
Total Noncash Contributions2,229$2,140,475-

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,327,870
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$2,682,897
Total Revenue per Audited Statements
$16,010,767
Total Revenue per Form 990
$13,327,870
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$8,966,481
Other Expenses$4,472,760
Total Fundraising Expense$869,503
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,755,674$419,418$459,361$6,634,453
Current Officers, Directors, Trustees, and Key Employees$491,771$184,414$201,978$878,163
Other Employee Benefits$647,061$25,559$27,995$700,615
Information Technology$579,641$11,433$2,858$593,932
Payroll Taxes$497,258$44,081$48,279$589,618
Travel$247,032$2,633$659$250,324
Fees for Services Other$180,668$1,180-$181,848
Occupancy$43,479$121,743$8,696$173,918
Pension Plan Contributions$122,138$19,804$21,690$163,632
Office Expenses$120,146$1,584$4,907$126,637
Advertising$234-$85,250$85,484
Insurance$45,529$2,618$144$48,291
Other Expenses$29,076$4,366$3,387$33,442
Depreciation Depletion$19,322$2,415$2,415$24,152
Fees for Services Accounting-$23,660-$23,660
All Other Expenses$4,646$1,342$1,884$7,872
Fees for Services Legal$6,150$1,538-$7,688
Total Functional Expenses$11,696,482$873,256$869,503$13,439,241

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$16,004,371
Expenses per Audited Statements$13,439,241
Total Expenses per Form 990$13,439,241
Expenses Not Reported on Form 990$2,565,130
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$511,520
Fundraising Direct Expenses$322,946
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$301,290$270,890$58,252$212,638
Keys to Success Fundraiser$286,330$204,680$44,218$160,462
Total Events$625,073$511,520$236,556$274,964
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating lease liability$820,025
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

“The Project Access management team reviews it and returns comments to the tax firm to incorporate any changes.”

Form 990, Part VI, Section B, line 12C

“The conflict of interest policy is reviewed and re-signed by each board member at the beginning of each fiscal year.”

Form 990, Part VI, Section B, line 15

“For the CEO & President, a Compensation Review Committee is appointed by the Board of Directors. The CEO & President completes an Annual Review Report for the Compensation Committee for their use in completing a performance assessment to evaluate how the CEO & President performed against the Annual Operating Plan Objectives and Goals. Input is solicited from members of the board along with compensation data from various sources including the Compensation & Benefits Survey of the Center for Nonprofit Management. Once all data is gathered and a meeting is held by the Compensation Review Committee with support from the Board of Directors for a final recommendation and/or any adjustments.”

Form 990, Part VI, Section C, line 19

“Governing documents, conflict of interest policy and financial statements are available to the public by request.”

Filing and Contact Details

Filer

Filer Name
Project Access Inc
EIN
33-0834635
Phone
9492536200
Address
2100 W Orangewood Ave Suite 230, Orange, CA 92868

Signing Officer

Name
Lisa Grassi
Title
CFO
Phone
9492536200
Signed
2024-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Grassi
Formed
1999
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
9
Employees
206
Volunteers
459

Preparer

Firm
Stephens Reidinger & Beller LLP
Address
1301 Dove Street Suite 890, Newport Beach, CA 92660
Preparer
David R Stephens
Phone
9497527400
Supplemental Narrative

Financial Statement Notes

Part XI, Line 2D - Other Adjustments:

“Special event expenses 86,390.”

Part XII, Line 2D - Other Adjustments:

“Special event expenses 86,390.”

Raw XML AppendixShowing 400 of 777 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0545957
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0647778
IRS990/AccountsReceivableGrp/BOYAmt0146577
IRS990/AccountsReceivableGrp/EOYAmt074497
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0Provides on-site services to low-income families, children and seniors.
IRS990/AdvertisingGrp/FundraisingAmt085250
IRS990/AdvertisingGrp/ProgramServicesAmt0234
IRS990/AdvertisingGrp/TotalAmt085484
IRS990/AllOtherContributionsAmt02719930
IRS990/AllOtherExpensesGrp/FundraisingAmt01884
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt01342
IRS990/AllOtherExpensesGrp/ProgramServicesAmt04646
IRS990/AllOtherExpensesGrp/TotalAmt07872
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Debbie Olive
IRS990/BooksInCareOfDetail/PhoneNum09492536200
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02100 W Orangewood Ave Suite 230
IRS990/BooksInCareOfDetail/USAddress/CityNm0Orange
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092868
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt01227649
IRS990/CashNonInterestBearingGrp/EOYAmt0331418
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt02
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt0201978
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0184414
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0491771
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0878163
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0202168
IRS990/ContractorCompensationGrp/CompensationAmt1148800
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt03317 S Higley Rd Suite 114-439
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt110341 Los Alamitos Blvd
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0Gilbert
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1Los Alamitos
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0AZ
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd085297
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd190720
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0Triple Source Technologies Inc
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1Orange Door Consulting Inc
IRS990/ContractorCompensationGrp/ServicesDesc0MSP Fees and IT Support
IRS990/ContractorCompensationGrp/ServicesDesc1Grant Writing
IRS990/ContriRptFundraisingEventAmt0199943
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02923373
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0-11890
IRS990/CYOtherExpensesAmt04472760
IRS990/CYOtherRevenueAmt0203823
IRS990/CYProgramServiceRevenueAmt010212564
IRS990/CYRevenuesLessExpensesAmt0-111371
IRS990/CYSalariesCompEmpBnftPaidAmt08966481
IRS990/CYTotalExpensesAmt013439241
IRS990/CYTotalFundraisingExpenseAmt0869503
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt013327870
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DeferredRevenueGrp/BOYAmt0161012
IRS990/DeferredRevenueGrp/EOYAmt070970
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/FundraisingAmt02415
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt02415
IRS990/DepreciationDepletionGrp/ProgramServicesAmt019322
IRS990/DepreciationDepletionGrp/TotalAmt024152
IRS990/Desc0Support of low-income families, children and seniors living in over 80 communities by providing health education programs, health fairs, exercise classes, food distribution programs, school readiness, after-school tutoring and enrichment, social & recreational activities, transportation assistance, computer access, computer training, translation services, community building events, special holiday programs and referrals.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0215305
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0167573
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt0206
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt011696482
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt023660
IRS990/FeesForServicesAccountingGrp/TotalAmt023660
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt01538
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt06150
IRS990/FeesForServicesLegalGrp/TotalAmt07688
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt01180
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0180668
IRS990/FeesForServicesOtherGrp/TotalAmt0181848
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1540.00
IRS990/Form990PartVIISectionAGrp/FormerOfcrDirectorTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/PersonNm0William Whalen
IRS990/Form990PartVIISectionAGrp/PersonNm1Jonathan B Webb
IRS990/Form990PartVIISectionAGrp/PersonNm2Adrian Craciun
IRS990/Form990PartVIISectionAGrp/PersonNm3Matt DeGraw
IRS990/Form990PartVIISectionAGrp/PersonNm4Chris Garcia
IRS990/Form990PartVIISectionAGrp/PersonNm5Ruzbeh Daruwalla
IRS990/Form990PartVIISectionAGrp/PersonNm6Taylor Lister
IRS990/Form990PartVIISectionAGrp/PersonNm7Glenn Rogers
IRS990/Form990PartVIISectionAGrp/PersonNm8Jason Tajima
IRS990/Form990PartVIISectionAGrp/PersonNm9Kristin Byrnes
IRS990/Form990PartVIISectionAGrp/PersonNm10Victoria O'Leary
IRS990/Form990PartVIISectionAGrp/PersonNm11Lisa Grassi
IRS990/Form990PartVIISectionAGrp/PersonNm12Teresa Ichsan
IRS990/Form990PartVIISectionAGrp/PersonNm13Debra Olive
IRS990/Form990PartVIISectionAGrp/PersonNm14James Le
IRS990/Form990PartVIISectionAGrp/PersonNm15Danielle Nagao
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9287683
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10213141
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1121346
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12180453
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13148339
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14120395
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15175540
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/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9CEO & President
IRS990/Form990PartVIISectionAGrp/TitleTxt10Chief Operating Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt11CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt12Chief Business Development
IRS990/Form990PartVIISectionAGrp/TitleTxt13Controller
IRS990/Form990PartVIISectionAGrp/TitleTxt14Sr Director of Development
IRS990/Form990PartVIISectionAGrp/TitleTxt15Former CFO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01999
IRS990/FormerOfcrEmployeesListedInd01
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0199943
IRS990/FundraisingDirectExpensesAmt0322946
IRS990/FundraisingGrossIncomeAmt0511520
IRS990/GainOrLossGrp/SecuritiesAmt0-44646
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GovernmentGrantsAmt03500
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02113031
IRS990/GrossReceiptsAmt015808493
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt06
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt02858
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt011433
IRS990/InformationTechnologyGrp/ProgramServicesAmt0579641
IRS990/InformationTechnologyGrp/TotalAmt0593932
IRS990/InsuranceGrp/FundraisingAmt0144
IRS990/InsuranceGrp/ManagementAndGeneralAmt02618
IRS990/InsuranceGrp/ProgramServicesAmt045529
IRS990/InsuranceGrp/TotalAmt048291
IRS990/InvestmentIncomeGrp/ExclusionAmt032756
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt032756
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01175832
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02021514
IRS990/IRPDocumentCnt026
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt080629
IRS990/LandBldgEquipBasisNetGrp/BOYAmt064286
IRS990/LandBldgEquipBasisNetGrp/EOYAmt040134
IRS990/LandBldgEquipCostOrOtherBssAmt0120763
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02157677
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0To be the leading provider of vital on-site health, education and employment services to low-income families, children and seniors living in affordable and workforce housing communities.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02449190
IRS990/NetAssetsOrFundBalancesEOYAmt02455586
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-44646
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-44646
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0188574
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0188574
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0117767
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02233885
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02288013
IRS990/NoncashContributionsAmt02140475
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt08696
IRS990/OccupancyGrp/ManagementAndGeneralAmt0121743
IRS990/OccupancyGrp/ProgramServicesAmt043479
IRS990/OccupancyGrp/TotalAmt0173918
IRS990/OfficeExpensesGrp/FundraisingAmt04907
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01584
IRS990/OfficeExpensesGrp/ProgramServicesAmt0120146
IRS990/OfficeExpensesGrp/TotalAmt0126637
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0934041
IRS990/OtherAssetsTotalGrp/EOYAmt0723874
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt027995
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt025559
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0647061
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0700615
IRS990/OtherExpensesGrp/Desc0In-kind expenses
IRS990/OtherExpensesGrp/Desc1Site Programs/services
IRS990/OtherExpensesGrp/Desc2Staff & volunteer expen
IRS990/OtherExpensesGrp/Desc3Facilities expenses
IRS990/OtherExpensesGrp/FundraisingAmt03387
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0269
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt15199
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt24366
IRS990/OtherExpensesGrp/ProgramServicesAmt02053816
IRS990/OtherExpensesGrp/ProgramServicesAmt1716293
IRS990/OtherExpensesGrp/ProgramServicesAmt2136548
IRS990/OtherExpensesGrp/ProgramServicesAmt329076
IRS990/OtherExpensesGrp/TotalAmt02054085
IRS990/OtherExpensesGrp/TotalAmt1716293
IRS990/OtherExpensesGrp/TotalAmt2145134
IRS990/OtherExpensesGrp/TotalAmt333442
IRS990/OtherLiabilitiesGrp/BOYAmt0945668
IRS990/OtherLiabilitiesGrp/EOYAmt0820025
IRS990/OtherRevenueMiscGrp/BusinessCd0624200
IRS990/OtherRevenueMiscGrp/Desc0Miscellaneous
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt015249
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt015249
IRS990/OtherRevenueTotalAmt015249
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0459361
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0419418
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt05755674
IRS990/OtherSalariesAndWagesGrp/TotalAmt06634453
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt048279
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt044081
IRS990/PayrollTaxesGrp/ProgramServicesAmt0497258
IRS990/PayrollTaxesGrp/TotalAmt0589618
IRS990/PensionPlanContributionsGrp/FundraisingAmt021690
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt019804
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0122138
IRS990/PensionPlanContributionsGrp/TotalAmt0163632
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt055955
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt021713
IRS990/PrincipalOfficerNm0Lisa Grassi
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624200
IRS990/ProgramServiceRevenueGrp/Desc0Program service fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt010212564
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt010212564
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02735856
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-9470
IRS990/PYOtherExpensesAmt04076638
IRS990/PYOtherRevenueAmt0185330
IRS990/PYProgramServiceRevenueAmt08861181
IRS990/PYRevenuesLessExpensesAmt025478
IRS990/PYSalariesCompEmpBnftPaidAmt07670781
IRS990/PYTotalExpensesAmt011747419
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt011772897
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-111371
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt013327870
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0497487
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0781209
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03413013
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02735856
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05282111
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05471697
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02273089
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt019175766
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0-11890
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0-9470
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0157
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0779
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02960

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$3,994,359
Liabilities
$1,538,773
Net assets
$2,455,586
Revenue
$13,327,870
Expenses
$13,439,241
Net income
-$111,371
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.22$2.04$2.19$13.5$13.9$0.34
2023Detailed filing. Detailed filing data is available for this year.$3.99$1.54$2.46$13.3$13.4$0.11
2022Detailed filing. Detailed filing data is available for this year.$4.10$1.65$2.45$11.8$11.7$0.03
2021Detailed filing. Detailed filing data is available for this year.$2.96$0.52$2.44$13.0$12.0$1.04
2020Detailed filing. Detailed filing data is available for this year.$2.82$1.42$1.40$12.0$11.8$0.24
2019Detailed filing. Detailed filing data is available for this year.$1.67$0.51$1.16$7.87$7.86$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.53$0.38$1.15$6.29$6.41$0.13
2017Detailed filing. Detailed filing data is available for this year.$1.70$0.42$1.28$5.89$5.84$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.51$0.29$1.23$4.97$4.89$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.37$0.22$1.15$4.48$4.47$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.43$0.29$1.15$4.36$4.39$0.03