Civic Intelligence

Creative Positive Environments

990 • Fiscal year 2017 • EIN 33-1013705

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 06, 2018

Organization ProfileN/A
23792 Rockfield Blvd No 140Lake Forest, CA 92630

(949) 540-7519

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

44th percentile

1.1%

Higher net margin than 44% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

73rd percentile

$110,014

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 4.4% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

67th percentile

9.6%

Faster asset growth than 67% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

70th percentile

16%

Faster revenue growth than 70% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$215,516

Up $18,884 (+9.6%) from 2016

Net Assets

Up

$215,516

Up $26,909 (+14%) from 2016

Liabilities

Down

$0

Down $8,025 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin44th percentile

Revenue

Up

$2,504,086

Up $351,306 (+16%) from 2016

Expenses

Up

$2,477,177

Up $444,444 (+22%) from 2016

Net Income

Down

$26,909

Down $93,138 (-78%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2014: $80,934Liabilities 2014: $30,823Net Assets 2014: $50,1112014Assets 2015: $70,925Liabilities 2015: $2,365Net Assets 2015: $68,5602015Assets 2016: $196,632Liabilities 2016: $8,025Net Assets 2016: $188,6072016Assets 2017: $215,516Liabilities 2017: $0Net Assets 2017: $215,5162017Assets 2018: $261,203Liabilities 2018: $0Net Assets 2018: $261,2032018Assets 2019: $361,740Liabilities 2019: $0Net Assets 2019: $361,7402019Assets 2020: $559,720Liabilities 2020: $0Net Assets 2020: $559,7202020Assets 2021: $760,752Liabilities 2021: $0Net Assets 2021: $760,7522021Assets 2022: $1,601,303Liabilities 2022: $0Net Assets 2022: $1,601,3032022Assets 2023: $1,620,047Liabilities 2023: $0Net Assets 2023: $1,620,0472023Assets 2024: $1,630,916Liabilities 2024: $0Net Assets 2024: $1,630,9162024

Highlighted filing

2017

Assets$215,516
Liabilities$0
Net Assets$215,516
Open 2017 Filing

Operations Trend

Revenue Growth70th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Revenue 2014: $1,612,491Expenses 2014: $1,592,532Net Income 2014: $19,9592014Revenue 2015: $2,009,429Expenses 2015: $1,990,980Net Income 2015: $18,4492015Revenue 2016: $2,152,780Expenses 2016: $2,032,733Net Income 2016: $120,0472016Revenue 2017: $2,504,086Expenses 2017: $2,477,177Net Income 2017: $26,9092017Revenue 2018: $2,667,323Expenses 2018: $2,621,636Net Income 2018: $45,6872018Revenue 2019: $2,816,869Expenses 2019: $2,716,332Net Income 2019: $100,5372019Revenue 2020: $3,326,237Expenses 2020: $3,128,257Net Income 2020: $197,9802020Revenue 2021: $2,995,836Expenses 2021: $2,794,804Net Income 2021: $201,0322021Revenue 2022: $3,674,408Expenses 2022: $2,833,857Net Income 2022: $840,5512022Revenue 2023: $3,281,661Expenses 2023: $3,262,917Net Income 2023: $18,7442023Revenue 2024: $3,728,615Expenses 2024: $3,717,746Net Income 2024: $10,8692024

Highlighted filing

2017

Revenue$2,504,086
Expenses$2,477,177
Net Income$26,909
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 6, 2018
Return Version
2017v2.3
Gross Receipts
$2,504,086
Mission and Program Overview

Mission

Provides theraputic services for families with children and adults who have autism, who will continue to learn and develop their social skills and daily living activities.

Provide residential services/treatment to children and adults with autism.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$187,607$214,516▲ $26,909
Cash and Non-Interest-Bearing Accounts$133,937$96,508▼ $37,429
Cap Stk Tr Prin Current Funds$1,000$1,000→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$196,632$215,516▲ $18,884
Other Assets Total$62,695$119,008▲ $56,313
Liabilities
Other Liabilities$8,025$0▼ $8,025
Total Liabilities$8,025$0▼ $8,025
Net Assets / Fund Balance
Total Net Assets Fund Balance$188,607$215,516▲ $26,909
Total Liabilities and Net Assets / Fund Balance$196,632$215,516▲ $18,884

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$119,008--
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Travis HollandSecretary, DirectorFT$110,014$110,014
Robert ValenzuelaPresident, DirectorPT$24,000$24,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,504,043
Investment Income
$43
Other Revenue
$0
Change in Net Assets
$26,909
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,586,913
Other Expenses$890,264
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,170,582$132,122-$1,302,704
Occupancy$218,114$15,002-$233,116
Payroll Taxes$121,922$26,546-$148,468
Current Officers, Directors, Trustees, and Key Employees-$134,014-$134,014
All Other Expenses$83,331$34,972-$118,303
Fees for Services Accounting$21,000$18,000-$39,000
Other Expenses$35,898$1,362-$35,898
Conferences and Meetings-$21,360-$21,360
Office Expenses$16,632$2,264-$18,896
Travel$9,300$333-$9,633
Other Employee Benefits-$1,727-$1,727
Advertising-$1,175-$1,175
Total Functional Expenses$2,071,142$406,035$0$2,477,177
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
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, Section B, Line 11B

“The form 990 is prepared and presented to the board of directors for review and approval prior to mailing to the government.”

Form 990, Part VI, Section C, Line 19

“The organization makes the governing documents, conflicts of interest policy, and financial statements available to the public upon requests.”

Filing and Contact Details

Filer

Filer Name
Creative Positive Environments
EIN
33-1013705
Phone
9495407519
Address
23792 ROCKFIELD BLVD NO 140, LAKE FOREST, CA 92630

Signing Officer

Name
Robert Valenzuela
Title
President
Phone
9093050250
Signed
2018-11-06

Organization Details

Principal Officer
Robert Valenzuela
Formed
2002
Legal Domicile
CA
Voting Board Members
2
Independent Board Members
0
Employees
13
Volunteers
0

Preparer

Firm
John S Balisy & Company
Address
23792 ROCKFIELD BLVD STE 140, LAKE FOREST, CA 92630
Preparer
John S Balisy Company
Phone
9495407519
Raw XML Appendix341 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS PREPARED AND PRESENTED TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL PRIOR TO MAILING TO THE GOVERNMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES THE GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUESTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
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IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0333
IRS990/TravelGrp/ProgramServicesAmt09300
IRS990/TravelGrp/TotalAmt09633
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt023792 ROCKFIELD BLVD STE 140
IRS990/USAddress/CityNm0LAKE FOREST
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092630
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT VALENZUELA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09093050250
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CREATIVE POSITIVE ENVIRONMENTS
ReturnHeader/Filer/BusinessNameControlTxt0CREA
ReturnHeader/Filer/EIN0331013705
ReturnHeader/Filer/PhoneNum09495407519
ReturnHeader/Filer/USAddress/AddressLine1Txt023792 ROCKFIELD BLVD NO 140
ReturnHeader/Filer/USAddress/CityNm0LAKE FOREST
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092630
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B2ACE6CDA220F5DB05D3C9B537503C1558496528
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B2ACE6CDA220F5DB05D3C9B537503C1558496528
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt040.78.20.113
ReturnHeader/FilingSecurityInformation/IPDt02018-11-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm015:39:19
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954303700
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOHN S BALISY & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt023792 ROCKFIELD BLVD STE 140
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE FOREST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092630
ReturnHeader/PreparerPersonGrp/PhoneNum09495407519
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN S BALISY COMPANY
ReturnHeader/ReturnTs02018-11-12T11:27:09-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$215,516
Liabilities
$0
Net assets
$215,516
Revenue
$2,504,086
Expenses
$2,477,177
Net income
$26,909
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.63$0.00$1.63$3.73$3.72$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$3.28$3.26$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$3.67$2.83$0.84
2021Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$3.00$2.79$0.20
2020Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$3.33$3.13$0.20
2019Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$2.82$2.72$0.10
2018Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$2.67$2.62$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$2.50$2.48$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.20$0.01$0.19$2.15$2.03$0.12
2015Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$2.01$1.99$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.08$0.03$0.05$1.61$1.59$0.02