Civic Intelligence

Prader-Willi Homes of California

990 • Fiscal year 2018 • EIN 41-2260733

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 27, 2018

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

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

90th percentile

45%

Higher net margin than 90% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

51st percentile

$5,000

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 5.6% of source-year revenue.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

61st percentile

6.0%

Faster asset growth than 61% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

52nd percentile

4.8%

Faster revenue growth than 52% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Up

$721,674

Up $40,717 (+6.0%) from 2017

Net Assets

Up

$721,514

Up $40,558 (+6.0%) from 2017

Liabilities

Up

$160

Up $159 (+15900%) from 2017

Revenue

Up

$89,988

Up $4,113 (+4.8%) from 2017

Expenses

Up

$49,430

Up $8,625 (+21%) from 2017

Net Income

Down

$40,558

Down $4,512 (-10%) from 2017

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

2018

Assets$721,674
Liabilities$160
Net Assets$721,514

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

2018

Revenue$89,988
Expenses$49,430
Net Income$40,558
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 27, 2018
Return Version
2017v2.2
Gross Receipts
$89,988
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$680,956$721,514▲ $40,558
Savings and Temporary Cash Investments$669,882$683,215▲ $13,333
Cash and Non-Interest-Bearing Accounts$10,277$37,650▲ $27,373
Prepaid Expenses and Deferred Charges$400$400→ $0
Accounts Receivable$398$398→ $0
Receivables From Officers Etc-$11-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$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$680,957$721,674▲ $40,717
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$1$160▲ $159
Total Liabilities$1$160▲ $159
Net Assets / Fund Balance
Total Net Assets Fund Balance$680,956$721,514▲ $40,558
Total Liabilities and Net Assets / Fund Balance$680,957$721,674▲ $40,717

Asset Categories

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

Employees

NameTitleBaseTotal
Austin de LoneSecretary$5,000$5,000

Board Members and Trustees

NameTitle
Lesley de LonePresident
Jonah SteinhartBoard Member
Steve SenkTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$88,436
Program Service Revenue
$0
Investment Income
$957
Other Revenue
$595
All Other Contributions
$88,436
Change in Net Assets
$40,558
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$36,763
Total Fundraising Expense$36,064
Salaries, Compensation, and Employee Benefits$12,667
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Employee Benefits-$3,490$3,491$6,981
Current Officers, Directors, Trustees, and Key Employees-$2,500$2,500$5,000
Occupancy-$2,625-$2,625
Fees for Services Accounting-$1,250$1,250$2,500
Insurance-$2,139-$2,139
Payroll Taxes-$343$343$686
Advertising--$402$402
Other Expenses-$55$661$55
All Other Expenses-$13-$13
Interest-$7-$7
Total Functional Expenses$0$13,366$36,064$49,430
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$595
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 Officers, Directors, Trustees, and Key Employees-$11-
Receivables from Disqualified Persons-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
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
2018-11-27
Discuss with paid preparer
Yes

Organization Details

Formed
2007
Legal Domicile
CA
Voting Board Members
4
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/GrossReceiptsNonUnrltBusGrp/TotalAmt0161183
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0957
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01099
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0385
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0754
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0397
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt03592
IRS990ScheduleA/InvestmentIncomeCYPct00.00660
IRS990ScheduleA/InvestmentIncomePYPct00.00700
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.56250
IRS990ScheduleA/PublicSupportPY509Pct00.63330
IRS990ScheduleA/PublicSupportTotal509Amt0304337
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt057933
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt064500
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt032155
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt053500
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt025000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0233088
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt057933
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt064500
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt032155
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt053500
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt025000
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt0233088
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt089031
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt088263
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt090354
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0195036
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt074741
IRS990ScheduleA/Total509Grp/TotalAmt0537425
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt089988
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt089362
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt090739
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0195790
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt075138
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0541017
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/TotalAssetsBOYAmt0680957
IRS990/TotalAssetsEOYAmt0721674
IRS990/TotalAssetsGrp/BOYAmt0680957
IRS990/TotalAssetsGrp/EOYAmt0721674
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt088436
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt036064
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt013366
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt049430
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01
IRS990/TotalLiabilitiesEOYAmt0160
IRS990/TotalLiabilitiesGrp/BOYAmt01
IRS990/TotalLiabilitiesGrp/EOYAmt0160
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0680956
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0721514
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt05000
IRS990/TotalRevenueGrp/ExclusionAmt0595
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0957
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt089988
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0680957
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0721674
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0www.rdshp.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Austin de Lone
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-27
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
ReturnHeader/Filer/USAddress/CityNm0Mill Valley
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094941
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680391337
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Morre & Company LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01682 Novato Blvd Ste 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Novato
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0949477001
ReturnHeader/PreparerPersonGrp/PhoneNum04153825600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John Morre
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-27T10:03:08-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01

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