Civic Intelligence

Prader-Willi Homes of California

990 • Fiscal year 2017 • EIN 41-2260733

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 09, 2017

5 Plymouth AvenueMill Valley, CA 94941

(415) 383-3995

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Higher debt load relative to assets than 26% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

27th percentile

0.00x

Higher debt load relative to revenue than 27% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

92nd percentile

52%

Higher net margin than 92% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

52nd percentile

$10,000

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 11.6% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

59th percentile

7.1%

Faster asset growth than 59% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

36th percentile

-1.5%

Faster revenue growth than 36% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$680,957

Up $45,071 (+7.1%) from 2016

Net Assets

Up

$680,956

Up $45,070 (+7.1%) from 2016

Liabilities

Up

$1

Up $1 from 2016

Revenue

Down

$85,875

Down $1,314 (-1.5%) from 2016

Expenses

Down

$40,805

Down $19,073 (-32%) from 2016

Net Income

Up

$45,070

Up $17,759 (+65%) from 2016

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $506,501Liabilities 2011: $1,685Net Assets 2011: $504,8162011Assets 2012: $504,283Liabilities 2012: $1,685Net Assets 2012: $502,5982012Assets 2013: $533,222Liabilities 2013: $1,716Net Assets 2013: $531,5062013Assets 2014: $512,155Liabilities 2014: $996Net Assets 2014: $511,1592014Assets 2015: $609,526Liabilities 2015: $951Net Assets 2015: $608,5752015Assets 2016: $635,886Liabilities 2016: $0Net Assets 2016: $635,8862016Assets 2017: $680,957Liabilities 2017: $1Net Assets 2017: $680,9562017Assets 2018: $721,674Liabilities 2018: $160Net Assets 2018: $721,5142018Assets 2019: $743,965Liabilities 2019: $72Net Assets 2019: $743,8932019Assets 2020: $830,678Liabilities 2020: $75Net Assets 2020: $830,6032020Assets 2021: $1,099,323Liabilities 2021: $6,227Net Assets 2021: $1,093,0962021Assets 2022: $1,483,546Liabilities 2022: $291,237Net Assets 2022: $1,192,3092022Assets 2023: $1,453,828Liabilities 2023: $895Net Assets 2023: $1,452,9332023Assets 2024: $1,509,268Liabilities 2024: $6,100Net Assets 2024: $1,503,1682024Assets 2025: $1,631,459Liabilities 2025: $4,804Net Assets 2025: $1,626,6552025

Highlighted filing

2017

Assets$680,957
Liabilities$1
Net Assets$680,956

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $183,576Expenses 2011: $92,028Net Income 2011: $91,5482011Expenses 2012: $84,5562012Expenses 2013: $75,3262013Revenue 2014: $62,378Expenses 2014: $82,725Net Income 2014: -$20,3472014Revenue 2015: $171,912Expenses 2015: $74,496Net Income 2015: $97,4162015Revenue 2016: $87,189Expenses 2016: $59,878Net Income 2016: $27,3112016Revenue 2017: $85,875Expenses 2017: $40,805Net Income 2017: $45,0702017Revenue 2018: $89,988Expenses 2018: $49,430Net Income 2018: $40,5582018Revenue 2019: $77,337Expenses 2019: $54,960Net Income 2019: $22,3772019Revenue 2020: $151,225Expenses 2020: $64,459Net Income 2020: $86,7662020Revenue 2021: $352,986Expenses 2021: $85,468Net Income 2021: $267,5182021Revenue 2022: $179,522Expenses 2022: $81,139Net Income 2022: $98,3832022Revenue 2023: $316,848Expenses 2023: $59,522Net Income 2023: $257,3262023Revenue 2024: $123,749Expenses 2024: $72,309Net Income 2024: $51,4402024Revenue 2025: $221,380Expenses 2025: $101,916Net Income 2025: $119,4642025

Highlighted filing

2017

Revenue$85,875
Expenses$40,805
Net Income$45,070
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 9, 2017
Return Version
2016v3.0
Gross Receipts
$89,362
Mission and Program Overview

Mission

The organization was established to educate the public about Prader Willi Syndrome, to provide social services to people suffering from Prader Willi Syndrome, and to build and maintain homes for people suffering from Prader Willi Syndrome and other mental or physical disabilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$635,886$680,956▲ $45,070
Savings and Temporary Cash Investments$620,735$669,882▲ $49,147
Cash and Non-Interest-Bearing Accounts$13,756$10,277▼ $3,479
Prepaid Expenses and Deferred Charges$1,042$400▼ $642
Accounts Receivable$353$398▲ $45
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$635,886$680,957▲ $45,071
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses-$1-
Total Liabilities$0$1▲ $1
Net Assets / Fund Balance
Total Net Assets Fund Balance$635,886$680,956▲ $45,070
Total Liabilities and Net Assets / Fund Balance$635,886$680,957▲ $45,071

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$3,190$3,190
Compensation and Service Providers

Employees

NameTitleBaseTotal
Austin de LoneSecretary$10,000$10,000

Board Members and Trustees

NameTitle
Lesley de LonePresident
Steve SenkVice President
Jonah SteinhartBoard Member
Andrew T HoustonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$88,263
Program Service Revenue
$0
Investment Income
$1,099
Other Revenue
$-3,487
All Other Contributions
$88,263
Change in Net Assets
$45,070
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$24,653
Total Fundraising Expense$19,177
Other Expenses$16,152
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Employee Benefits-$6,530$6,530$13,060
Current Officers, Directors, Trustees, and Key Employees-$5,000$5,000$10,000
Occupancy-$3,750-$3,750
Fees for Services Accounting-$1,537$1,538$3,075
Insurance-$2,451-$2,451
Payroll Taxes-$796$797$1,593
Advertising--$825$825
Office Expenses-$222-$222
Other Expenses-$550$179$179
All Other Expenses-$63-$63
Total Functional Expenses$0$21,628$19,177$40,805
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$3,487
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

Officers' Austin De Lone and Lesley De Lone are husband and wife.

Form 990, Part VI, Line 11B: Form 990 Review Process

The return is reviewed by the board prior to filing of the return.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

The board provides documents to the general public upon request.

Filing and Contact Details

Filer

Filer Name
The Richard de Lone Special
EIN
41-2260733
Phone
4153833995
Address
5 Plymouth Avenue, Mill Valley, CA 94941

Signing Officer

Name
Austin de Lone
Title
Secretary
Signed
2017-11-09
Discuss with paid preparer
Yes

Organization Details

Formed
2007
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
0
Employees
1

Preparer

Firm
Morre & Company LLP
Address
1682 Novato Blvd Ste 300, Novato, CA 94947-7001
Preparer
John Morre
Phone
4153825600
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt03990
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt031230
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt096035
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt033323
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt057851
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0218439
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01099
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0385
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0754
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0397
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01355
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt03990
IRS990ScheduleA/InvestmentIncomeCYPct00.00700
IRS990ScheduleA/InvestmentIncomePYPct00.00730
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.63330
IRS990ScheduleA/PublicSupportPY509Pct00.69950
IRS990ScheduleA/PublicSupportTotal509Amt0361133
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt064500
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt032155
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt053500
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt025000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt029968
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0205123
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt064500
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt032155
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt053500
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt025000
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt029968
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt0205123
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt090354
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0195036
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt074741
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0117862
IRS990ScheduleA/Total509Grp/TotalAmt0566256
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt089362
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt090739
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0195790
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt075138
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0119217
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0570246
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/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03190
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03190
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Officers' Austin De Lone and Lesley De Lone are husband and wife.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The return is reviewed by the board prior to filing of the return.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The board provides documents to the general public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0635886
IRS990/TotalAssetsEOYAmt0680957
IRS990/TotalAssetsGrp/BOYAmt0635886
IRS990/TotalAssetsGrp/EOYAmt0680957
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt088263
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt019177
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt021628
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt040805
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt01
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt01
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0635886
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0680956
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt010000
IRS990/TotalRevenueGrp/ExclusionAmt0-3487
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01099
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt085875
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0635886
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0680957
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0www.rdshp.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Austin de Lone
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Richard de Lone Special
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Housing Project
ReturnHeader/Filer/BusinessNameControlTxt0RICH
ReturnHeader/Filer/EIN0412260733
ReturnHeader/Filer/PhoneNum04153833995
ReturnHeader/Filer/USAddress/AddressLine1Txt05 Plymouth Avenue

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.22$0.10$0.12
2024Detailed filing. Detailed filing data is available for this year.$1.51$0.01$1.50$0.12$0.07$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.32$0.06$0.26
2022Detailed filing. Detailed filing data is available for this year.$1.48$0.29$1.19$0.18$0.08$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.10$0.01$1.09$0.35$0.09$0.27
2020Summary only. Only limited summary data is available for this year.$0.83$0.00$0.83$0.15$0.06$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.08$0.05$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.09$0.05$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.09$0.04$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.09$0.06$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.17$0.07$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.06$0.08$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.00$0.53$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.50$0.00$0.50$0.08
2011Summary only. Only limited summary data is available for this year.$0.51$0.00$0.50$0.18$0.09$0.09