Civic Intelligence

Creative Positive Environments

990 • Fiscal year 2023 • EIN 33-1013705

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 05, 2024

Organization ProfileN/A

View Organization Page

24000 Alicia Pkwy 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

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

42nd percentile

0.6%

Higher net margin than 42% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

70th percentile

$107,309

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

40th percentile

1.2%

Faster asset growth than 40% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

24th percentile

-11%

Faster revenue growth than 24% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$1,620,047

Up $18,744 (+1.2%) from 2022

Net Assets

Up

$1,620,047

Up $18,744 (+1.2%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin42nd percentile

Revenue

Down

$3,281,661

Down $392,747 (-11%) from 2022

Expenses

Up

$3,262,917

Up $429,060 (+15%) from 2022

Net Income

Down

$18,744

Down $821,807 (-98%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth40th 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

2023

Assets$1,620,047
Liabilities$0
Net Assets$1,620,047
Open 2023 Filing

Operations Trend

Revenue Growth24th 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

2023

Revenue$3,281,661
Expenses$3,262,917
Net Income$18,744
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 5, 2024
Return Version
2023v5.1
Gross Receipts
$3,281,661
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$1,600,303$1,619,047▲ $18,744
Cash and Non-Interest-Bearing Accounts$840,158$659,331▼ $180,827
Cap Stk Tr Prin Current Funds$1,000$1,000→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$1,601,303$1,620,047▲ $18,744
Other Assets Total$761,145$960,716▲ $199,571
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,601,303$1,620,047▲ $18,744
Total Liabilities and Net Assets / Fund Balance$1,601,303$1,620,047▲ $18,744

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$960,716--
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Travis HollandSecretary, DirectorFT$107,309$107,309
Robert ValenzuelaPresident, DirectorPT$24,000$24,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,281,637
Investment Income
$24
Other Revenue
$0
Change in Net Assets
$18,744
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,906,312
Other Expenses$1,356,605
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,681,174$26,400-$1,707,574
Occupancy$356,377$8,550-$364,927
All Other Expenses$185,103$19,178-$204,281
Current Officers, Directors, Trustees, and Key Employees-$131,309-$131,309
Payroll Taxes$61,383$6,046-$67,429
Fees for Services Accounting$33,600$18,000-$51,600
Other Expenses$46,469$1,860-$48,329
Insurance$32,520$6,327-$38,847
Advertising$11,451$500-$11,951
Travel$6,974--$6,974
Fees for Services Other$122$2,174-$2,296
Office Expenses$950$50-$1,000
Total Functional Expenses$3,038,380$224,537$0$3,262,917
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 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 466, MISSION VIEJO, CA 92691

Signing Officer

Name
Robert Valenzuela
Title
President
Phone
9093050250
Signed
2024-11-05

Organization Details

Principal Officer
Robert Valenzuela
Formed
2002
Legal Domicile
CA
Voting Board Members
2
Independent Board Members
0
Employees
47
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
Raw XML Appendix344 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/TotalOtherCompensationAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt0622423
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt0622423
IRS990/TotalProgramServiceExpensesAmt03038380
IRS990/TotalProgramServiceRevenueAmt03281637
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03281661
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03281661
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01601303
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01620047
IRS990/TotReportableCompRltdOrgAmt0131309
IRS990/TravelGrp/ProgramServicesAmt06974
IRS990/TravelGrp/TotalAmt06974
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01768 ARROW HIGHWAY UNIT 104
IRS990/USAddress/CityNm0LA VERNE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd091750
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT VALENZUELA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09093050250
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CREATIVE POSITIVE ENVIRONMENTS
ReturnHeader/Filer/BusinessNameControlTxt0CREA
ReturnHeader/Filer/EIN0331013705
ReturnHeader/Filer/PhoneNum09495407519
ReturnHeader/Filer/USAddress/AddressLine1Txt024000 ALICIA PKWY 466
ReturnHeader/Filer/USAddress/CityNm0MISSION VIEJO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092691
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
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/ReturnTs02024-11-12T12:04:33-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,620,047
Liabilities
$0
Net assets
$1,620,047
Revenue
$3,281,661
Expenses
$3,262,917
Net income
$18,744
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