Civic Intelligence

Creative Positive Environments

990 • Fiscal year 2020 • EIN 33-1013705

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 01, 2021

Organization ProfileN/A
24000 Alicia Pkwy 17 No 466Mission Viejo, CA 92691

(949) 540-7519

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

51st percentile

6.0%

Higher net margin than 51% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

67th percentile

$94,921

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

87th percentile

55%

Faster asset growth than 87% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

73rd percentile

18%

Faster revenue growth than 73% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$559,720

Up $197,980 (+55%) from 2019

Net Assets

Up

$559,720

Up $197,980 (+55%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin51st percentile

Revenue

Up

$3,326,237

Up $509,368 (+18%) from 2019

Expenses

Up

$3,128,257

Up $411,925 (+15%) from 2019

Net Income

Up

$197,980

Up $97,443 (+97%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth87th 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

2020

Assets$559,720
Liabilities$0
Net Assets$559,720
Open 2020 Filing

Operations Trend

Revenue Growth73rd 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

2020

Revenue$3,326,237
Expenses$3,128,257
Net Income$197,980
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 1, 2021
Return Version
2020v4.1
Gross Receipts
$3,326,237
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$360,740$558,720▲ $197,980
Cash and Non-Interest-Bearing Accounts$26,957$372,902▲ $345,945
Cap Stk Tr Prin Current Funds$1,000$1,000→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$361,740$559,720▲ $197,980
Other Assets Total$334,783$186,818▼ $147,965
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$361,740$559,720▲ $197,980
Total Liabilities and Net Assets / Fund Balance$361,740$559,720▲ $197,980

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$186,818--
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Travis HollandSecretary, DirectorFT$94,921$94,921
Robert ValenzuelaPresident, DirectorPT$21,002$21,002
Revenue and Support

Revenue Composition

Contributions and Grants
$161,102
Program Service Revenue
$3,165,133
Investment Income
$2
Other Revenue
$0
Change in Net Assets
$197,980
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,830,984
Other Expenses$1,297,273
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$1,633,557$11,437-$1,644,994
Occupancy$380,767$14,600-$395,367
Current Officers, Directors, Trustees, and Key Employees-$115,923-$115,923
All Other Expenses$102,868$1,586-$104,454
Payroll Taxes$69,443$624-$70,067
Fees for Services Accounting$33,600$19,000-$52,600
Other Expenses$42,918$1,175-$42,918
Travel$21,246--$21,246
Office Expenses$747$13,609-$14,356
Insurance$13,427--$13,427
Advertising$1,826$998-$2,824
Interest$1,160--$1,160
Fees for Services Other$68$113-$181
Total Functional Expenses$2,949,192$179,065$0$3,128,257
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
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
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
24000 ALICIA PKWY 17 NO 466, MISSION VIEJO, CA 92691

Signing Officer

Name
Robert Valenzuela
Title
President
Phone
9093050250
Signed
2021-11-01

Organization Details

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

Preparer

Firm
John S Balisy & Company
Address
24000 ALICIA PARKWAY 17 STE 466, MISSION VIEJO, CA 92691
Preparer
John S Balisy Company
Phone
9495407519
Supplemental Narrative

Financial Statement Notes

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“December 2019 expenses paid in january 2020”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Decmber 2019 expenses paid in january 2020”

Raw XML Appendix354 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
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0DECEMBER 2019 EXPENSES PAID IN JANUARY 2020
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1DECMBER 2019 EXPENSES PAID IN JANUARY 2020
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
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/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0161102
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0179065
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02949192
IRS990/TotalFunctionalExpensesGrp/TotalAmt03128257
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0361740
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0559720
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt0571792
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt0571792
IRS990/TotalProgramServiceExpensesAmt02949192
IRS990/TotalProgramServiceRevenueAmt03165133
IRS990/TotalReportableCompFromOrgAmt0115923
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03165135
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03326237
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0361740
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0559720
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt021246
IRS990/TravelGrp/TotalAmt021246
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt024000 ALICIA PKWY 17 STE 466
IRS990/USAddress/CityNm0MISSION VIEJO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092630
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT VALENZUELA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09093050250
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CREATIVE POSITIVE ENVIRONMENTS
ReturnHeader/Filer/BusinessNameControlTxt0CREA
ReturnHeader/Filer/EIN0331013705
ReturnHeader/Filer/PhoneNum09495407519
ReturnHeader/Filer/USAddress/AddressLine1Txt024000 ALICIA PKWY 17 NO 466
ReturnHeader/Filer/USAddress/CityNm0MISSION VIEJO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092691
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954303700
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOHN S BALISY & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt024000 ALICIA PARKWAY 17 STE 466
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MISSION VIEJO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092691
ReturnHeader/PreparerPersonGrp/PhoneNum09495407519
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN S BALISY COMPANY
ReturnHeader/ReturnTs02021-11-15T14:43:42-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0VALENZUELA
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings

Displayed year

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

Open filing
Assets
$559,720
Liabilities
$0
Net assets
$559,720
Revenue
$3,326,237
Expenses
$3,128,257
Net income
$197,980
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